When is the submission deadline?

Submissions are due August 7, 2026. Questions must be submitted by July 13, 2026.

What is the budget for this RFP?

The published budget is $260,000.

It was issued by City Of Philadelphia. The work is located in Philadelphia, Pennsylvania, United States.

Who is a good fit for this opportunity?

Experienced provider of financial counseling or advisory services. Demonstrated success in outcome-oriented client support programs. Ability to deliver services both in-person and telephonically. Familiarity with reporting metrics related to financial health improvements. Track record of serving government or public sector clients.

Comprehensive Financial Counseling Services (Due August 7, 2026)

Overview

Financial, Legal, HR & Staffing

Philadelphia, Pennsylvania, United StatesPosted: June 15th, 2026Deadline: August 7th, 2026

Fit Score

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SUMMARY

Seeking a vendor to provide in-person or telephonic financial counseling services to clients in Philadelphia, including assessments, guidance, and reporting on outcomes such as debt reduction and savings increases.

KEY REQUIREMENTS

Must be a non-profit organization
Must have experience in financial coaching or counseling
Must provide virtual financial counseling sessions
Must have a physical site in Philadelphia if proposing in-person services
Must have financial capacity to pay program costs up front
Must maintain an active Business Income and Receipts Tax (BIRT) Account Number
Must maintain an active Commercial Activity License (CAL) Number
Must comply with Philadelphia 21st Century Minimum Wage and Benefits Standard
Must comply with Equal Benefits Ordinance if contract value is $250,000 or more

BUDGET

Verified

$260,000

CONTRACT DURATION

9 months

TIMELINE

RFP Posted: June 15th, 2026

Pre-Proposal Meeting: June 29th, 2026

Applicant Questions Due: July 13th, 2026

Answers Posted: July 17th, 2026

Proposals Due: August 7th, 2026

Applicant Interviews/Presentations: August 24th-25th, 2026

Applicant Selection: September 1st, 2026

Contract Execution: October 1st, 2026

Commencement of Work: October 1st, 2026

QUESTION DEADLINE

July 13th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of Philadelphia

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DESCRIPTION

A government authority in Philadelphia, Pennsylvania seeks a vendor to provide comprehensive financial counseling services. The selected provider will help clients assess their current financial situation, including income, expenses, debts, and financial habits, and collaborate on client-led goals to improve financial confidence and health. The services will include offering guidance, resources, and connections to assist clients in reducing household debt, increasing savings, and achieving their financial objectives.

The vendor will be responsible for conducting comprehensive housing and financial health assessments, delivering an average of two free financial counseling sessions to each client either in-person or by telephone, and connecting clients with additional services as needed. Vendors must report measurable outcomes such as funds saved, debt reduced, and credit score improvements, and submit at least two client success stories during the contract period to highlight program achievements.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 7, 2026. Questions must be submitted by July 13, 2026.
What is the budget for this RFP?: The published budget is $260,000.
Who issued this RFP?: It was issued by City Of Philadelphia. The work is located in Philadelphia, Pennsylvania, United States.
Who is a good fit for this opportunity?: Experienced provider of financial counseling or advisory services
Demonstrated success in outcome-oriented client support programs
Ability to deliver services both in-person and telephonically
Familiarity with reporting metrics related to financial health improvements
Track record of serving government or public sector clients

Analysis generated by Settle AI from the source RFP.

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