24-TRE OEE Financial Counseling RFQ

The contract involves the Office of the State Treasurer in Massachusetts seeking a qualified vendor to deliver personalized financial counseling and coaching services, as well as to conduct virtual, hybrid, or in-person financial education presentations for both small and large groups. The primary goal is to promote financial wellness through tailored one-on-one guidance and group sessions on relevant financial topics. The solicitation, titled "24-TRE OEE Financial Counseling RFQ," was posted on June 24, 2025, with a response deadline of July 8, 2025. The contract is expected to have a size ranging from $500,000 to $2,000,000 and is structured as a firm-fixed-price agreement, ensuring clear scope and pricing. The procurement process adheres to standard Commonwealth contracting procedures, incorporating the Commonwealth Terms and Conditions, Standard Contract Form, and Instructions, which establish the legal and operational framework for performance and compliance. The contract's performance may commence as early as the effective date, with obligations and payments aligned accordingly, and will terminate on a specified end date, with provisions for handling prior obligations and final closeout activities. The contract emphasizes compliance certifications by the vendor, including review and acknowledgment of all incorporated documents, and mandates adherence to Massachusetts laws and regulations governing state contracts. The agreement also incorporates specific provisions to prevent unauthorized modifications to the standard terms, ensuring consistency and integrity in contractual obligations. The point of contact for inquiries is Elizabeth F. Morrocco, reachable via email or phone, and additional details and the solicitation document can be accessed through the provided external link.