Statement of Capabilities
Organization For Higher Learning, Inc.
Financial Literacy Education | Digital Learning | Educational Support Services
Corporate headquarters: 3030 S Rural Rd. Suite 107, Tempe, AZ 85282941-269-2765ofhlonline.orgsupport@ofhlonline.orgPrepared for federal, state, local, and institutional government buyers and prime contractors. Government contractor profile, 2026.
Executive summary
Organization For Higher Learning, Inc. (OFHL) is a financial literacy education and digital learning organization dedicated to advancing financial knowledge, informed decision-making, and long-term financial independence. Through its OFHLONLINE educational platform, OFHL provides structured financial literacy coursework, educational resources, self-paced learning experiences, and business and personal financial education.
OFHL's educational focus includes financial literacy fundamentals, credit education, business financial readiness, wealth-building concepts, investing education, and financial decision-making. Its flagship program, Building Wealth Through Financial Literacy, presents a structured curriculum designed to help learners strengthen their understanding of personal and business financial concepts.
OFHL seeks to support government agencies, educational institutions, workforce development initiatives, community-based financial empowerment programs, and prime contractors that require accessible financial education resources and educational support services. Potential engagements may include digital course access, financial literacy curriculum delivery, educational resource provision, program implementation support, and customized learning initiatives, subject to the requirements and scope agreed upon for each engagement.
Mission: promote financial independence through financial literacy by making financial education approachable, structured, and actionable for individuals and business owners.
Core competencies
Financial literacy education
- Foundational personal finance education.
- Budgeting, money management, and financial decision-making concepts.
- Credit awareness and credit education.
- Wealth-building and long-term financial planning concepts.
Digital learning and curriculum access
- Online financial literacy coursework.
- Self-paced digital learning experiences.
- Educational videos, learning resources, and practical templates.
- Gamified learning concepts designed to encourage engagement.
Small business financial education
- Business finance and financial readiness education.
- Business credit and credit-management concepts.
- Business formation and compliance awareness resources.
- Financial education for aspiring entrepreneurs and small business owners.
Educational resources and learner support
- Financial education reference materials and worksheets.
- Digital question-and-answer support as described on the OFHL platform.
- Educational content covering credit, money management, investing, and business topics.
- Potential adaptation of learning materials to defined program objectives, subject to scope agreement.
Products and services available for government consideration
The following is a proposed government-facing service catalog. It distinguishes OFHL's published offerings from potential contract-specific delivery options.
| Service area | Proposed government application |
|---|---|
| Financial literacy | Structured financial education for eligible program participants, adult learners, and community initiatives. |
| Online course access | Digital access to available financial literacy courses for an agreed cohort or user population. |
| Personal finance education | Educational modules addressing money management, credit, and financial decision-making. |
| Wealth-building education | Instructional content covering wealth-building principles, investing concepts, and long-term financial awareness. |
| Small business financial literacy | Educational support for entrepreneurs, prospective business owners, and small business development programs. |
| Credit education | Learning resources focused on understanding credit reports, credit management, and credit-related financial concepts. |
| Digital learning resources | Educational videos, templates, worksheets, reference materials, and other available course resources. |
| Program support | Potential onboarding, learning-resource coordination, participant guidance, and implementation support as agreed in a statement of work. |
| Customized educational support | Potential tailoring of approved content, learning paths, and delivery schedules to a buyer's documented objectives, subject to feasibility and agreement. |
Flagship educational program: Building Wealth Through Financial Literacy
OFHL's published flagship program is designed to develop financial knowledge across multiple subject areas, from learning strategies through wealth-building concepts.
- Structured, multi-topic financial literacy curriculum.
- Self-paced online learning.
- Digital educational resources.
- Long-term access to course content under the published course offering.
- Topics relevant to personal finance, credit, business, and investing education.
Source: OFHLONLINE course information.
For government procurement purposes, OFHL can provide the current course syllabus, lesson-level learning objectives, delivery specifications, licensing terms, and any available learner assessment materials as supporting attachments on request.
Government and institutional applications
- Federal agencies
- Financial education and digital learning initiatives for eligible employees, program participants, or communities served by an agency.
- State and local governments
- Community financial literacy, economic empowerment, and adult education initiatives.
- Workforce development programs
- Financial readiness education for job seekers, adult learners, and workforce program participants, subject to program eligibility.
- Educational institutions
- Supplemental financial literacy resources for students and adult learners.
- Small business assistance programs
- Financial education for entrepreneurs and small business owners.
- Community development organizations
- Financial literacy programming intended to strengthen financial awareness and informed money management.
- Prime contractors and program integrators
- Potential subcontracting or teaming support for education-focused contracts.
These are target markets and potential use cases, not representations of existing agency contracts, endorsements, or established past performance.
Differentiators and value proposition
- Structured financial education: a defined flagship curriculum rather than an unstructured collection of financial articles.
- Digital delivery: online course content that may support geographically distributed learners, subject to platform and contract requirements.
- Self-paced learning: flexibility in when participants complete available lessons.
- Practical financial topics: coverage spanning personal financial knowledge, credit, business-related financial topics, and wealth-building concepts.
- Multiple resource formats: course content supplemented by educational videos, templates, and other resources published on the platform.
- Financial independence mission: an organizational focus on helping people develop financial knowledge and make more informed decisions.
Corporate and government registration information
- Legal business name
- Organization For Higher Learning, Inc.
- Business website
- https://ofhlonline.org
- Business address
- 3030 S Rural Rd. Suite 107, Tempe, AZ 85282
- Telephone
- 941-269-2765
- General contact email
- support@ofhlonline.org
- Unique Entity Identifier (UEI)
- G66CC9HKMSN6
- DUNS number
- 828755418 (legacy identifier)
- Primary NAICS
- 611710, Educational Support Services
- SIC
- 8299, Schools and Educational Services, Not Elsewhere Classified (legacy classification)
NAICS 611710 is officially classified as Educational Support Services. The U.S. Census Bureau describes it as covering establishments primarily engaged in non-instructional services that support educational processes or systems. The contracting agency's solicitation determines the applicable NAICS for that acquisition.
Proposed contract deliverables and performance approach
A proposed delivery framework for responding to a request for quotation, request for proposal, sources-sought notice, or statement of work.
| Phase | Proposed activities | Potential deliverable |
|---|---|---|
| 1. Requirements review | Review program objectives, target learners, required topics, access needs, schedule, and reporting expectations. | Requirements and implementation plan. |
| 2. Curriculum alignment | Map available educational materials to the approved scope and identify gaps. | Curriculum alignment matrix. |
| 3. Participant onboarding | Coordinate course access, enrollment instructions, and learner orientation as contracted. | Enrollment and onboarding instructions. |
| 4. Learning delivery | Provide the agreed course content, educational resources, and learner access. | Course access and specified educational materials. |
| 5. Progress reporting | Provide agreed progress information or assessments where the platform supports them. | Progress summary or assessment report, subject to platform capability. |
| 6. Closeout | Reconcile agreed deliverables, identify outstanding items, and provide a final delivery summary. | Contract closeout and deliverables report. |
Quality assurance, privacy, accessibility, and security
OFHL addresses the following areas with each buyer during acquisition planning and documents them as the contract requires.
Curriculum quality and performance measurement
- Learning objectives, course outlines, content review procedures, and the method used to update educational materials.
- Available assessment methods and measurable outcomes, agreed before the program begins.
Accessibility
- Conformance with applicable accessibility requirements, including Section 508 where required by the contract.
Privacy, data handling, and information security
- What participant information is collected, why, how it is stored, who can access it, and how long it is retained.
- Applicable security policies, hosting details, incident response procedures, and any relevant independent assessments or certifications.
AI-assisted support and financial education boundaries
- The scope and limitations of the platform's AI assistant, including privacy considerations and the distinction between general educational information and professional advice.
- Educational content is not a substitute for individualized legal, tax, investment, or financial advice.
OFHL does not provide legal, tax, or financial advice. Government programs delivered with OFHL preserve that distinction through appropriate participant disclosures.
Past performance and organizational experience
OFHL's website describes more than 20 years of focus on financial literacy and displays platform activity figures, customer feedback, and a customer testimonial. These help establish organizational background but are not presented as verified government contract performance.
Past performance record
Documented past performance references, including customer, project dates, participants served, services delivered, and results, are provided with a proposal or quotation, or on request.
Relevant commercial or community experience
OFHL develops its own financial literacy curriculum and delivers it online through the OFHLONLINE platform to individuals, aspiring entrepreneurs, and small business owners. That work includes the flagship Building Wealth Through Financial Literacy course, interactive courses on personal and corporate credit building, a library of guides, worksheets, and templates, and a financial newsletter.
The experience described here is commercial, educational, and community-facing. It is offered as evidence of relevant capability, not as government contract past performance.
Contracting and partnership opportunities
OFHL can present itself for consideration in opportunities involving:
- Financial literacy curriculum access and digital course delivery.
- Financial education resources for adult learners and eligible program participants.
- Supplemental financial education for workforce development and community programs.
- Small business financial readiness education.
- Educational resource development and curriculum alignment, subject to scope and capability.
- Subcontracting or teaming opportunities with established government contractors.
- Pilot programs designed to evaluate financial literacy learning outcomes.
Potential procurement arrangements include fixed-price course licensing, cohort-based program delivery, defined educational resource packages, or subcontracted work packages. Pricing, licensing rights, participant limits, delivery schedules, and acceptance criteria are set out in a separate proposal or quotation.
Government procurement contact
Organization For Higher Learning, Inc.Government Contracting and Institutional Partnerships
3030 S Rural Rd. Suite 107, Tempe, AZ 85282
Telephone: 941-269-2765
Email: support@ofhlonline.org
Website: https://ofhlonline.org
UEI: G66CC9HKMSN6
Primary NAICS: 611710, Educational Support Services
OFHL welcomes inquiries from government agencies, educational institutions, workforce development organizations, community program administrators, and prime contractors seeking financial literacy education resources and related educational support services. Contact OFHL to discuss program objectives, available curriculum, proposed participant populations, delivery requirements, licensing, and potential partnership arrangements.
Supporting documents available
- Current SAM.gov entity registration confirmation and verified CAGE code and UEI record.
- W-9, provided securely when requested.
- Current course catalog, detailed syllabus, and a sample lesson or educational resource.
- Organizational background and instructor qualifications.
- Documented past performance references.
- Pricing schedule or course licensing model.
- Privacy policy, security documentation, and accessibility documentation, if available.
- Applicable business certifications and insurance documentation, if verified or required.
Educational content is not legal, tax, investment, or financial advice.