USA (Philadelphia, Pennsylvania) – Student Loan Counseling Service

(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.

Onshore (USA Organization Only)

Performance of the work will be Offsite.