Financial Counselor Services
Closed Pre-Solicitation Posted
- Solicitation number
- W912JV-26-Q-TC01
- Agency
-
Oregon National Guard
Army National Guard, Department of Defense
- Responses due
- Set-aside
- Service-Disabled Veteran-Owned Small Business
Opportunity facts
- NAICS code
- 541611 Administrative Management and General Management Consulting Services
- PSC
- R710 Support- Management: Financial
- Place of performance
- Anderson Readiness Center, 3225 State St NE, Salem, OR 97301 97301
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Department of the Army Oregon Army National Guard, through its Service Member and Family Support (SMFS) Office, is seeking contractor support to provide personal financial counseling and referral services to military-connected individuals and their families. The contractor must employ accredited and certified financial counselors trained in financial matters who will deliver comprehensive services including personal and family financial counseling, financial planning, financial education, information awareness services, appropriate referrals, and assistance tailored to service members and their families. This is a non-personal services requirement classified under NAICS 541611 (Administrative Management and General Management Consulting Services) and PSC R710 (Support-Management: Financial). While specific evaluation criteria are not detailed in this pre-solicitation notice, proposals will be assessed based on the contractor's qualifications, experience with military populations, and ability to deliver the required financial counseling services. The pre-solicitation notice was posted on March 9, 2026, with a deadline of March 16, 2026, allowing prospective contractors one week to express interest or submit preliminary questions.
This contract opportunity is set aside exclusively for Service-Disabled Veteran-Owned Small Businesses (SDVOSB), limiting competition to qualified firms meeting these criteria. The pre-solicitation notice does not identify any incumbent contractors or current service providers. No specific award value or budget range is disclosed in the notice, and similarly, no timeline for service delivery or quantity metrics are provided at this stage. Interested SDVOSB contractors should prepare to demonstrate their financial counseling capabilities, certifications, and experience serving military-connected populations in anticipation of the formal solicitation release.
Notice text
The Service Member and Family Support (SMFS) Office has a non-personal services requirement for contractor support to provide personal financial counseling and referral services to clients and their families. Accredited and certified financial counselor trained in financial matters shall provide personal and family financial counseling, planning, education, awareness of information services, appropriate referrals, and assistance applicable to military connected individuals and families.
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