Financial Counselor Services
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of Defense, specifically the Department of the Army (W7NW USPFO ACTIVITY OR ARNG), is seeking proposals for Financial Counselor Services. This is a Solicitation for non-personal services to provide financial counseling and referral services to military clients and their families. Proposals are due April 20, 2026.
Scope of Work
The contractor will provide accredited and certified financial counselors to offer:
- Personal and family financial counseling
- Financial planning and education
- Awareness of information services
- Appropriate referrals and assistance applicable to military-connected individuals and families
Contract & Timeline
- Type: Solicitation
- Set-Aside: Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside (FAR 19.14)
- Response Due: April 20, 2026, 8:00 PM Z
- Published: March 26, 2026, 9:25 PM Z
Evaluation
Evaluation criteria are not explicitly detailed in the provided description but will likely focus on the qualifications of financial counselors and the proposed approach to service delivery.
Additional Notes
Relevant documents include links and instructions for the PIEE Solicitation Module, indicating that submissions will likely be processed through this platform. Offerors should review the PIEE Solicitation Module Link for W912JV26QA005 and Registration Instructions for the PIEE Solicitation Module for submission guidance.