Financial Counseling Services

SOURCES SOUGHT ANNOUNCEMENT The Oregon Army National Guard (ORARNG) is seeking sources for the establishment of a contract for Personal finance Counseling Services within the state of Oregon. The services performed would oversee the administration, development, and delivery of financial counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning. CONTRACTING OFFICE ADDRESS: USPFO for Oregon 1776 Militia Way Salem, OR 97301 INTRODUCTION: This is a SOURCES SOUGHT TECHNICAL DESCRIPTION to determine the availability and capability of small businesses (including the following subsets, Small Disadvantaged Businesses, HUBZone Firms; Certified 8(a), Service-Disabled Veteran-Owned Small Businesses and Woman Owned Small Business) to provide the required services. DISCLAIMER: THIS SOURCES SOUGHT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. 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. CONTRACT/PROGRAM BACKGROUND: Contract Number: New Start; No Current Contract Contract Type: Firm Fixed Price (FFP) Incumbent and their size: N/A Method of Acquisition: Purchase Order Description of the current program/effort: N/A Required Period of Performance (POP): The POP is a base year plus four option years. List Place of Performance: 230 Geer Drive NE, Salem, Oregon 97123 and travel to surrounding areas within the state of Oregon REQUIRED CAPABILITIES: Travel across Oregon to do outreach for financial education. Perform Face-to-Face financial counseling: PFCs support and educate individuals and families to help address specific needs, including provision of appropriate resource referrals. Conduct Financial briefings: Facilitate briefings designed to promote awareness and educate Service Members and their families on various personal finance topics. PFCs facilitate requested briefings using a library of approved presentations and handouts on a variety of financial topics PFCs perform outreach and engage event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance. Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens. Perform Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability. Teaching Service members (and their families) money management techniques to encourage them to live within their means. Understand credit, finance charges, interest rates and the implications of only paying the minimum amount each month. Educating military families on the importance of maintaining excellent credit histories and ratings. Discuss processes for establishing, monitoring, and protecting credit. Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc. Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan. Assisting with tax planning (not tax preparation). Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals. SPECIAL REQUIREMENTS: Must have one or more of the following certifications; Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Accredited Financial Counselor (AFC) SOURCES SOUGHT: The anticipated North American Industry Classification System Code (NAICS) for this requirement is 541611 with the corresponding sales size standard of $21.5 million. This Sources Sought Synopsis is requesting responses to the following criteria that can provide the required services under the NAICS Code. To assist in making a determination regarding the level of participation by small business in any subsequent procurement that may result from this Sources Sought, you are also encouraged to provide information regarding your plans to use joint venturing (JV) or partnering to meet each of the requirements areas contained herein. This includes responses from qualified and capable Small Businesses, Small Disadvantaged Businesses, Service Disabled-Veteran Owned Small Businesses, Women-owned Small Businesses, HUBZone Small Businesses, and 8(a) companies. You should provide information on how you would envision your company's areas of expertise and those of any proposed JV/partner would be combined to meet the specific requirements contained in this announcement. In order to make a determination for a small business set-aside and within a socio-economic category, two or more qualified and capable small businesses must submit responses that demonstrate their qualifications. SUBMISSION DETAILS: Responses should include: Business name and address; Name of company representative and their business title; Type of Business; (Small or Large) Socio-economic Category: As registered with the SBA (hubzone, woman owned, veteran owned etc.) Cage Code; Schedule Availability