HOPE06-23 - Financial Planning and Management Program Consultant

The California Hope, Opportunity, Perseverance, and Empowerment (HOPE) for Children Trust Account Program is seeking proposals from qualified consultants to design a program that offers financial planning and management services to eligible youth enrolled in the HOPE Account Program. The consultant will work with the HOPE Program staff and board to develop a policy for providing these services through partnerships, identify potential incentives to encourage youth participation, and establish a criteria and process for vetting service providers. The contract term is five months, with an option to extend for two additional months. The total contract amount is not to exceed $35,000, with a possible extension adding $10,000. The RFP outlines minimum qualifications, proposal requirements, and evaluation criteria.

The RFP includes preferences for small businesses, microbusinesses, and disabled veteran-owned businesses. The proposal due date is June 5, 2024, and the anticipated contract start date is June 28, 2024. The RFP does not list any incumbent vendors or current contractors, nor does it mention any existing infrastructure or technology that requires integration.