The purpose of this RFP is to solicit statements of qualifications and proposals from qualified financial advisors interested in providing the Tribe’s members with financial counseling services related to the use of its income tax-free general welfare benefits program, HUD rent and utilities vouchers, and retirement planning.

The successful proposer will, in accordance with the highest professional standards, provide at the direction of designated Tribal officials and staff, the following services:

  • Meet with and counsel Tribal Members who are first-time home buyers before those individuals proceed with the Tribe’s down payment assistance program;
  • Meet with and counsel recipients of HUD rent and utilities vouchers to ensure that the recipients have a financial plan following exhaustion of the HUD voucher;
  • Meet with and counsel Tribal members who have been identified as misusing General Welfare Consolidated program benefits to ensure that the Tribal Members are properly allocating their benefit needs to their daily expenses to avoid future problems; and
  • Meet with and counsel Tribal Elders seeking assistance in retirement planning.

 

Late responses will not be accepted.

At the conclusion of the RFP process, all Firms will be notified of the outcome.

Submission of Proposals
Please remit an electronic version of the consultant’s proposal no later than 5PM Pacific Standard Time on July 12, 2024 to:

Audrey Castleberry
General Resources Department
Snoqualmie Indian Tribe
PO Box 969 Snoqualmie WA 98065
Email: Audrey.Castleberry@SnoqualmieTribe.us

Audrey Castleberry will serve as the primary contact for the review process for the Firm’s proposal. Any questions regarding this RFP should be addressed to Audrey Castleberry through email at the above address.

Download the full RFP here (PDF)