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California State Treasurer’s Office·California

HOPE01-25 - Consulting Services for the Development of a Financial Literacy Program

Closes 4/14/2026$250k – $300kRequest for Proposal
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Description

California’s HOPE for Children Trust Account Program Board is seeking a qualified consultant to design, pilot, and scale a statewide, voluntary, trauma‑informed financial‑literacy program for youth ages 13‑26. The contractor must create a curriculum, deliver both digital and in‑person modules, provide non‑directive financial coaching, maintain multi‑channel support, and partner with community organizations, all while transferring all deliverables to HOPE. The contract runs for one year (June 2026‑May 2027) with a maximum ceiling of $300,000 and requires 200 service hours annually plus a $10,000 travel allowance. • Develop culturally responsive, trauma‑informed curriculum covering budgeting, credit, long‑term planning, etc. • Deliver curriculum via self‑guided digital modules, workshops, and coaching, with support hours Mon‑Fri 8 am‑5 pm PT. • Provide reporting, youth‑advisory engagement, and partner‑training materials; all IP becomes HOPE’s property. • Must meet mandatory submission deadline (hard‑copy by 14 Apr 2026) and answer written questions by 27 Mar 2026. • Evaluation based on experience, cost, and a possible interview; small‑business preferences may apply.

Attached files

Contact

Ashley Peters

[email protected]

Key dates

Opened
3/20/2026
Questions due
3/27/2026
Closes
4/14/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541611
Solicitation №
HOPE01-25

Budget estimate

$250,000 – $300,000

The RFP caps the contract at $300,000 (including a $10,000 travel allowance). Assuming a typical award near the ceiling for a qualified consultant, the expected earnings would likely fall between $250,000 and $300,000 for the one‑year performance period. Factors influencing the exact amount include the proposer’s proposed hourly rates, any small‑business preference adjustments, and the final negotiated scope.

AI estimate from the solicitation

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