Financial Services Acquisition Planning Package

See the inventory of frequently requested resources to help you buy the Financial Services you need.

Buyer's Guide: Financial Services Buying Guide [DOCX - 405 KB]

Request immediate procurement support from your local Customer Service Director here.

Market Research

Use these resources to to find the services available in the marketplace:

Sample RFIs

A Request for Information (RFI) is used for planning purposes and market research to gauge interest and/or if there is a vendor who can provide a product and/or service.

RFQ Task Order Template

RFQ Task Order Template

RFQ BPA Template

RFQ BPA Template

Procuring your Requirements

Use these resources to write your requirements - employing best-in-class examples from similar government requests for products and/or services.

Sample Statements of Work (SOWs)/ Performance Work Statements (PWSs)

Financial Support

Debt Collection

Audit Services

ID Protection & Credit Monitoring

Accounting Services

GSA welcomes feedback from agencies and industry on these resources. Please email with questions, general feedback, and suggestions on additional documents to be included.

Last Reviewed: 2022-01-14