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This Solicitation opportunity from Massachusetts was posted on July 24, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

24-TRE-OEE Financial Counseling RFQ

Closed
BD-25-1108-TREAN-ANF00-105532State & Local

Contract Overview

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The Office of the State Treasurer of Massachusetts is seeking qualified vendors to provide personalized financial counseling and coaching services, either on a one-on-one basis or in small group settings. The contract, titled "24-TRE-OEE Financial Counseling RFQ," was posted on July 24, 2024, with a response deadline of August 2, 2024. The project aims to deliver these services within a contract value ranging from $50,000 to $200,000, emphasizing the importance of financial empowerment initiatives. The solicitation is open to organizations classified under NAICS code 624190, which pertains to other individual and family services, and is managed by the Massachusetts State Treasurer's Office. Interested vendors can contact Elizabeth F. Morrocco via email or phone for further details. The services are to be performed within Massachusetts, supporting the state's efforts to enhance financial literacy and empowerment among its residents. Additional information and the full solicitation details are accessible through the provided online link, ensuring transparency and ease of application for prospective vendors.

General Info

Documents

3

BD-25-1108-TREAN-ANF00-105532: OEE Financial Coaching Services RFQ

PDF, High priority: read this firstrfq
High

Commonwealth of Massachusetts Standard Contract Form

PDF, Low prioritycontract-document
Low

Commonwealth Terms and Conditions

PDF, Low prioritycontract-document
Low

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyMassachusetts → Office of the State Treasurer
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts

Full Description

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The Office of Economic Empowerment seeks a vendor qualified to provide one-on-one and/or small group personal financial counseling/coaching.

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Posted before this notice, open and closed

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