Small Business Financial Consulting Services

The University of Wisconsin‑Eau Claire’s Small Business Development Center is seeking a qualified firm to provide comprehensive financial‑consulting services to its small‑business clients throughout the 2026‑2027 fiscal year. The contractor will deliver budgeting, cash‑flow analysis, capital‑formation planning, and related advisory work, maintain activity logs in the SBDC’s CRM system, mentor student consultants, and attend weekly virtual “Clients in Progress” meetings. The solicitation is an open RFB with a single‑annual‑fee price structure; no line‑item breakdown is required. • Scope includes on‑site and virtual financial consulting for small businesses in northern Wisconsin (Eau Claire, Chippewa, Barron, Rusk, Taylor counties). • Mandatory deliverables: weekly CRM updates, PDF financial projections for each client, attendance at weekly virtual meetings, and quarterly performance reports meeting minimum metrics (≥ 95 clients, ≥ 350 consulting hours, ≈ $6 M capital formation). • Contractor must be registered in JAGGAER, submit a Vendor Information Form, client reference list, and certify compliance with state/federal debarment, conflict‑of‑interest, and standard terms (DOA‑3054, DOA‑3681). • Contract term is one year with up to four optional one‑year renewals; payment is a single annual fee divided into twelve equal monthly installments. • All bids must be submitted electronically via the ShopUW+ Sourcing Module by 2:00 PM CT on 30 Oct 2026.