Financial Counseling & Briefing Services
Closed Pre-Solicitation Posted
- Solicitation number
- W912LD25Q00010
- Agency
-
Rhode Island National Guard
Army National Guard, Department of Defense
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541611 Administrative Management and General Management Consulting Services
- PSC
- R710 Support- Management: Financial
- Place of performance
- Cranston, Rhode Island 02920, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Rhode Island Army National Guard (RIARNG) is seeking a contractor to provide comprehensive financial counseling and education services for Army and Air National Guard service members and their immediate families. The procurement involves delivering one-on-one financial counseling sessions, both in-person and virtually, with an anticipated 300 in-person and 150 virtual counseling sessions annually. Potential contractors must demonstrate expertise in financial counseling, with preferred certifications such as Certified Financial Planner (CFP) or Accredited Financial Counselor (AFC). The agency is currently in a Sources Sought phase, with responses due by June 13, 2025, and is requesting detailed capability statements that outline the contractor's skills, experience, and knowledge in financial management consulting. Evaluation will focus on the contractor's ability to cover critical financial topics including budget planning, credit management, retirement systems, tax planning, and emergency financial preparedness.
The contract is not designated for any specific small business set-aside, though the solicitation encourages responses from all qualified business concerns. The anticipated contract structure includes a base year with two 12-month option years, falling under NAICS code 541611 for Administrative Management and General Management Consulting Services. While no specific award value was disclosed, the government is seeking cost estimates from potential contractors to help establish funding parameters. Services will be delivered at various Rhode Island locations, including National Guard Military Family Program offices and military bases. The contractor will be required to provide monthly reporting and data analysis, demonstrating ongoing performance tracking and accountability for the financial counseling services.
Notice text
2 versions
Update #2 · Latest ·
DISCLAIMER:
THIS SOURCES SOUGHT IS FOR PLANNING PURPOSES ONLY. THIS IS NOT A REQUEST FOR QUOTE, OFFER, OR PROPSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY. RESPONSES WILL NOT BE RETURNED TO THE RESPONDER. NOT RESPONDING TO THIS NOTICE DOES NOT PRECLUDE PARTICIPATION IN ANY FUTURE REQUEST FOR QUOTE (RFQ) OR REQUEST FOR PROPOSAL (RFP), IF ISSUED. IF A SOLICITATION IS RELEASED, IT WILL BE SYNOPSIZED ON THE GOVERNMENT-WIDE POINT OF ENTRY (GPE). IT IS THE RESPONSIBILITY OF POTENTIAL OFFERORS TO MONITOR THE GPE FOR ADDITIONAL INFORMATION PERTAINING TO THIS REQUIREMENT.
DESCRIPTION OF REQUIREMENT: The Rhode Island Army National Guard (RIARNG) has a requirement for Financial Counseling & Briefing services in accordance with the attached draft Performance Work Statement (PWS). The desired period of performance would be a base year plus 2-option years.
SUBMISSION INSTRUCTIONS: If your organization has the potential capability to provide the above, submit a response to include the following information at a minimum:
- Company Info: Organization name, organization address as registered in SAM, Cage Code/UEI Number, email address, Web site address, telephone number, and size and type of ownership for the organization;
- Capability Statement including a description of the services/products your company offers, and demonstrating the skills, experience, knowledge, and capabilities necessary to meet the summary of requirements outlined in the PWS.
- Question 1: Please provide a rough estimate as to how much these services typically cost? Please note, this is not a request for quote, however this information will assist the Government in developing its requirement and establishing funding in support of this requirement.
- Question 2: Please provide any references demonstrating your experience with these services.
- Question 3: Please state if you are a Large Business or a certified Small Business (8A, WOSB, Hubzone or SDVOSB). The anticipated North American Industry Classification System (NAICS) code for this requirement is 541611 (Administrative Management and General Management Consulting Services); the Product Service Code (PSC) is R710 - SUPPORT- MANAGEMENT: FINANCIAL).
All data received in response to this Sources Sought that is marked or designated as corporate or proprietary will be fully protected from any release outside the Government. All qualified business concerns are encouraged to respond. No phone calls will be accepted.
Questions regarding the requirement are also encouraged. The deadline for response to this request is no later than 13 June 2025.
All responses under this Sources Sought Notice must be e-mailed to:
- Stephanie Santos, stephanie.l.santos9.civ@army.mil
- Shane Murray, shane.c.murray2.civ@army.mil
Update #1 ·
DISCLAIMER:
THIS SOURCES SOUGHT IS FOR PLANNING PURPOSES ONLY. THIS IS NOT A REQUEST FOR QUOTE, OFFER, OR PROPSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY. RESPONSES WILL NOT BE RETURNED TO THE RESPONDER. NOT RESPONDING TO THIS NOTICE DOES NOT PRECLUDE PARTICIPATION IN ANY FUTURE REQUEST FOR QUOTE (RFQ) OR REQUEST FOR PROPOSAL (RFP), IF ISSUED. IF A SOLICITATION IS RELEASED, IT WILL BE SYNOPSIZED ON THE GOVERNMENT-WIDE POINT OF ENTRY (GPE). IT IS THE RESPONSIBILITY OF POTENTIAL OFFERORS TO MONITOR THE GPE FOR ADDITIONAL INFORMATION PERTAINING TO THIS REQUIREMENT.
DESCRIPTION OF REQUIREMENT: The Rhode Island Army National Guard (RIARNG) has a requirement for Financial Counseling & Briefing services in accordance with the attached draft Performance Work Statement (PWS). The desired period of performance would be a base year plus 2-option years.
SUBMISSION INSTRUCTIONS: If your organization has the potential capability to provide the above, submit a response to include the following information at a minimum:
- Company Info: Organization name, organization address as registered in SAM, Cage Code/UEI Number, email address, Web site address, telephone number, and size and type of ownership for the organization;
- Capability Statement including a description of the services/products your company offers, and demonstrating the skills, experience, knowledge, and capabilities necessary to meet the summary of requirements outlined in the PWS.
- Question 1: Please provide a rough estimate as to how much these services typically cost? Please note, this is not a request for quote, however this information will assist the Government in developing its requirement and establishing funding in support of this requirement.
- Question 2: Please provide any references demonstrating your experience with these services.
- Question 3: Please state if you are a Large Business or a certified Small Business (8A, WOSB, Hubzone or SDVOSB). The anticipated North American Industry Classification System (NAICS) code for this requirement is 541611 (Administrative Management and General Management Consulting Services); the Product Service Code (PSC) is R699 (SUPPORT- ADMINISTRATIVE: OTHER).
All data received in response to this Sources Sought that is marked or designated as corporate or proprietary will be fully protected from any release outside the Government. All qualified business concerns are encouraged to respond. No phone calls will be accepted.
Questions regarding the requirement are also encouraged. The deadline for response to this request is no later than 13 June 2025.
All responses under this Sources Sought Notice must be e-mailed to:
- Stephanie Santos, stephanie.l.santos9.civ@army.mil
- Shane Murray, shane.c.murray2.civ@army.mil
Files
| File | Type | Posted |
|---|---|---|
| I.A.02. PWS_Financial Services_DRAFT_SOURCES SOUGHT .docx | DOCX document |
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