BANKING-9007 - USA (Philadelphia, Pennsylvania) - Student Loan Counseling Service - Deadline August 7,2026

(1) Vendor needs to provide student loan counseling service to the government authority located in Philadelphia, PA.    – The initial counseling session includes a comprehensive assessment of the borrower’s student loan situation to determine if immediate actions must be administered. – Counselors will conduct intake and triage to determine the full nature of the borrower’s post–secondary education debt issues; review loan types, balances, servicers, repayment status, and risks; and support the borrower in selecting the best repayment plan and available options.– Receive referrals from the office of education and community partners. – Achieve and report on outcomes such as student loan savings; loans successfully returned to good standing; forgiveness applications submitted – Nonprofit applicant must establish a relationship with a legal aid organization to receive ongoing advising and support on complex cases. – Deliver no–cost 1 on 1 student loan counseling sessions to Philadelphia residents in need of direct and technical student debt management assistance. – Complete a comprehensive student debt assessment and borrower service – Refer clients to financial counseling services as needed. – Be available for client check ins or questions during the term of the contract – Identify and submit to CEO and MOE at least two client success stories that provide narrative support on program success during the contract period. (2) A virtually pre–bid meeting will be held on June 30, 2026.(3) All questions must be submitted no later than July 13, 2026.