RFP Addendum.pdf

This is an RFP Addendum issued by the City of Philadelphia's Office of Community Empowerment and Opportunity for a Financial Counseling contract opportunity. The addendum modifies the pre-proposal meeting logistics, moving it to a virtual format on Monday, June 29, 2026, at 11:00 a.m. The original RFP (No. 21260611709) seeks a qualified nonprofit organization to provide comprehensive one-on-one financial counseling services, with proposals due August 7, 2026, at 5:00 p.m. Philadelphia Time. The selected organization must deliver an average of two free financial counseling sessions per client, with full-time staff providing a minimum of 50 individual sessions per month. Services will be modeled after the Cities for Financial Empowerment's Financial Empowerment Centers and must include client screening, comprehensive financial health assessments, and outcome tracking. Virtual counseling is required, while in-person services at Philadelphia-based locations are optional. The contract term runs from October 1, 2026, through June 30, 2027, with the City holding an option to extend for up to four additional one-year terms.

The maximum contract award is $260,000 on a fixed-price, cost-reimbursement basis, with the selected applicant required to provide upfront funding for program costs. Applicants must hold current 501(c)(3) nonprofit status or engage a fiscal sponsor with that designation and must comply with the Philadelphia 21st Century Minimum Wage and Benefits Standard. Required submissions include a Tax and Regulatory Status and Clearance Statement, Statement of Financial Capacity with financial statements, five-year bankruptcy disclosures, and IRS Form 990. Optional submissions include an LGBTQ Applicant Opportunity Data Form and Local Business Entity certification. All proposals must be submitted electronically through eContractPhilly. Questions are due July 13, 2026, at 5:00 p.m., with answers posted by July 17. Interviews and presentations are anticipated August 24-25, 2026, with selection on September 1 and contract execution by October 1, 2026.