Services for Comprehensive Financial Counseling

The government authority located in Philadelphia, Pennsylvania is seeking a vendor to provide comprehensive financial counseling services to its clients. The agency is trying to help clients understand their current financial situation, including income, expenses, debts, and financial habits. Through this initiative, the agency aims to empower clients to improve their financial health, reduce household debt, increase savings, and progress toward specific, client-led goals. The scope of work requires the selected vendor to identify, screen, complete intake, and provide financial counseling services either in-person or telephonically. The vendor must complete a comprehensive housing and financial health assessment for each client and deliver an average of two free financial counseling sessions to each client. Additionally, the agency requires the vendor to connect clients with other services and resources, track and report on outcomes such as total funds saved, debt reduced, and credit score changes, and submit at least two client success stories to the Chief Executive Officer during the contract period. Only organizations based in the United States are eligible to bid on this opportunity. The selected vendor will perform all work offsite. While the agency has not disclosed a specific budget, it is looking for bidders to submit pricing proposals for these services. The agency will hold a pre-bid meeting on June 29, 2026. Bidders must submit all questions regarding this opportunity no later than July 13, 2026.