# Financial Counseling & Briefing Services

Canonical: https://abierto.us/opportunities/w912ld25q00010

- Solicitation number: W912LD25Q00010
- Notice type: Sources sought
- Status: Closed. Deadline was June 13, 2025 at 12:00 PM EDT
- Department: Department of the Army
- Agency: Department of the Army
- Contracting office: W7NY Uspfo Activity Ri Arng (W912LD)
- NAICS: 541611 Administrative Management and General Management Consulting Services
- Product or service code: R710 Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
- Place of performance: Cranston, Rhode Island
- County: Providence County (FIPS 44007). https://abierto.us/counties/providence-county-ri-44007
- City: Cranston. https://abierto.us/cities/cranston-ri-4419180
- First posted: June 4, 2025
- Last posted: June 4, 2025
- SAM.gov: https://sam.gov/workspace/contract/opp/e83312b83dfe485bb31d13105a5cd9d5/view

## Description

**DISCLAIMER:** THIS SOURCES SOUGHT IS FOR PLANNING PURPOSES ONLY. THIS IS NOT A REQUEST FOR QUOTE, OFFER, OR PROPSAL. 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. RESPONSES WILL NOT BE RETURNED TO THE RESPONDER. NOT RESPONDING TO THIS NOTICE DOES NOT PRECLUDE PARTICIPATION IN ANY FUTURE REQUEST FOR QUOTE (RFQ) OR REQUEST FOR PROPOSAL (RFP), IF ISSUED. IF A SOLICITATION IS RELEASED, IT WILL BE SYNOPSIZED ON THE GOVERNMENT-WIDE POINT OF ENTRY (GPE). IT IS THE RESPONSIBILITY OF POTENTIAL OFFERORS TO MONITOR THE GPE FOR ADDITIONAL INFORMATION PERTAINING TO THIS REQUIREMENT.

**DESCRIPTION OF REQUIREMENT:** The Rhode Island Army National Guard (RIARNG) has a requirement for Financial Counseling & Briefing services in accordance with the attached draft Performance Work Statement (PWS). The desired period of performance would be a base year plus 2-option years.

**SUBMISSION INSTRUCTIONS:** If your organization has the potential capability to provide the above, submit a response to include the following information at a minimum:

**Company Info:** Organization name, organization address as registered in SAM, Cage Code/UEI Number, email address, Web site address, telephone number, and size and type of ownership for the organization; Capability Statement including a description of the services/products your company offers, and demonstrating the skills, experience, knowledge, and capabilities necessary to meet the summary of requirements outlined in the PWS.

**Question 1:** Please provide a rough estimate as to how much these services typically cost? Please note, this is not a request for quote, however this information will assist the Government in developing its requirement and establishing funding in support of this requirement.

**Question 2:** Please provide any references demonstrating your experience with these services.

**Question 3:** Please state if you are a Large Business or a certified Small Business (8A, WOSB, Hubzone or SDVOSB). The anticipated North American Industry Classification System (NAICS) code for this requirement is 541611 (Administrative Management and General Management Consulting Services); the Product Service Code (PSC) is R710 - SUPPORT- MANAGEMENT: FINANCIAL).

All data received in response to this Sources Sought that is marked or designated as corporate or proprietary will be fully protected from any release outside the Government. All qualified business concerns are encouraged to respond. No phone calls will be accepted. Questions regarding the requirement are also encouraged. The deadline for response to this request is no later than 13 June 2025. All responses under this Sources Sought Notice must be e-mailed to:

Stephanie Santos, stephanie.l.santos9.civ@army.mil Shane Murray, shane.c.murray2.civ@army.mil

## Publications

- June 4, 2025: Sources sought, due June 13, 2025 at 12:00 PM EDT. Notice c96ff71b8ebb4bf591efefbea1d79fd1. https://sam.gov/workspace/contract/opp/c96ff71b8ebb4bf591efefbea1d79fd1/view
- June 4, 2025: Sources sought, due June 13, 2025 at 12:00 PM EDT. Notice e83312b83dfe485bb31d13105a5cd9d5. https://sam.gov/workspace/contract/opp/e83312b83dfe485bb31d13105a5cd9d5/view

## Points of contact

- Stephanie Santos, stephanie.l.santos9.civ@army.mil
- Kaitlin Simoes, kaitlin.l.simoes.civ@army.mil

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/w912ld25q00010.