Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →

Search

Top

Back to Contracts

Arthur J. Gallagher & Co. — Employee financial wellness

Awarded

031623-GLGState & Local

Response Deadline05/29/2027, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

Sourcewell solicitation number 031623 establishes a cooperative purchasing agreement for Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions, available to participating public entities across the United States and Canada. The contract was awarded to Arthur J. Gallagher & Co. following a competitive proposal process that closed on March 16, 2023. The agreement covers a primary four-year term with a possible one-year extension, with a response deadline extending to May 29, 2027. The scope of services provided under this contract includes employee loans, student loan services, health care savings vehicles, and credit counseling or financial wellness coaching. Specific offerings include Gallagher Money Coaching in partnership with Your Money Line and HealthInvest HRA plans, which feature various investment options and tax advantages for employees. Pricing is structured based on group size and participant ranges, incorporating per participant per month rates, annualized asset fees, and specific discounts for in-service and post-separation benefits.

General Info

Sourcewell agreement with Arthur J. Gallagher & Co. for employee financial wellness programming.

Agency

Contract Value

$0

NAICS

541612 - Human Resources Consulting Services

Place of Performance

MN, USA

Set-Aside

NONE

Awardee

Arthur J. Gallagher & Co.

Award Issued Date

03/16/2023, 12:00:00 AM UTC

Documents

10

RFP #031623 Contract - Sourcewell / Gallagher Benefit Services

contract-document

High

RFP #031623 Employee Financial Wellness Programming

rfp

High

Sourcewell RFP 031623 - Employee Financial Wellness Programming

rfp

High

Contract 031623-GLG Price Information

pricing-sheet

Low

Gallagher HealthInvest HRA Executive Benefits Brochure

other

Low

HealthInvest HRA Plan Adoption Documents

contract-document

Low

Proposal Evaluation

other

Low

Proposal Opening Record – RFP #031623

proposal-opening-record

Low

RFP #031623 - Employee Financial Wellness Programming Comment and Review

determination-and-findings

Low

Sourcewell Board Resolution to Approve Solicitation/Re-Solicitation of Categories

resolution

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseAwarded

PostedMar 16

Solicitation

AwardedMar 16

Contract was awarded

Response Deadline

05/29/2027, 12:00:00 AM UTCin 7 months

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencySourcewell

Contacts4 people available

OfficeMN, USA

Organization / AgencySourcewell

Office AddressMN, USA

Contacts

Justin KemmerlinTrust Manager, HRA and Trust Consulting

contact@example.gov

+1 (555) 000-0000

Bryce CraigVoluntary Benefits Practice Leader - Employee Loans

contact@example.gov

+1 (555) 000-0000

Joe Ewald

contact@example.gov

+1 (555) 000-0000

Courtney Mann

contact@example.gov

+1 (555) 000-0000

Full Description

Show more

Employee financial wellness

Similar Contracts

Same NAICS industry code

Benefits Implementation and Enrollment SupportThe Benefits Implementation and Enrollment Support subcontract involves providing specialized project management for the transition of insurance plans for prime contractors associated with City of St. Petersburg insurance projects. The primary objective is to deliver the complete enrollment of all eligible members, which includes managing the initial enrollment process for 3,225 active employees and 562 retirees. To achieve this, the contractor will coordinate closely with the agent of record and utilize digital onboarding portals and enrollment software to ensure the accuracy of member record data. This effort is managed under the Human Resources agency in Florida, with a response deadline set for November 24, 2026.

Human Resources

POSTED

about 22 hours ago

DEADLINE

Executive Search for Municipal Infrastructure LeadershipThis subcontract for Executive Search for Municipal Infrastructure Leadership involves targeted head-hunting and talent acquisition for prime contractors working on City of Tshwane Metropolitan Municipality projects. The primary objective is to source and screen candidates for Business Unit Head roles within the Water, Sanitation, Energy, and Electricity sectors. The selected provider will utilize executive databases and competency frameworks to identify talent, ensuring all processes adhere to Regulation 10(4) of the Local Government Regulations on Appointment and Conditions of Employment of Senior Managers. The service provider is required to deliver updated CVs and detailed screening reports for four qualified candidates per position. This project is based in Tshwane-Pretoria, South Africa, and falls under NAICS code 541612. The solicitation was posted on October 28, 2026, with a response deadline of November 6, 2026.

City of Tshwane

POSTED

about 23 hours ago

DEADLINE

EEO Counselor / Intake SpecialistThis subcontract opportunity is for an EEO Counselor / Intake Specialist to support the United States Government Publishing Office under the Acquisition Services agency. The selected provider will be responsible for managing the initial intake and counseling process for employees of prime contractors on GPO projects who are filing Equal Employment Opportunity complaints. Key duties include guiding employees through the informal EEO process from the initial point of contact up to the formal complaint stage and ensuring all intake records and counseling documentation are properly delivered. The project is based in Washington, DC, and falls under NAICS code 541612. Interested parties must submit their responses by the deadline of December 11, 2026.

Acquisition Services

POSTED

DEADLINE

in about 1 month

Affirmative Employment Program AnalystThis subcontract opportunity is for an Affirmative Employment Program Analyst to support the United States Government Publishing Office through Acquisition Services. The primary objective is to assist prime contractors with mandated reporting and the implementation of Affirmative Employment Programs. Key responsibilities include drafting EEO-related policies, conducting EEOC assessments, and preparing all required mandated reports to ensure regulatory compliance. The project is based in Washington, DC, under NAICS code 541612. Interested parties must submit their responses by the deadline of December 11, 2026. The successful contractor will be responsible for delivering finalized draft policies, comprehensive EEOC reports, and detailed program assessments.

Acquisition Services

POSTED

DEADLINE

in about 1 month

EEO Investigator and Report WriterThis subcontract opportunity with the United States Government Publishing Office involves providing formal EEO investigation and report writing services for prime contractors. The selected provider is responsible for developing investigative plans and requests for information within five business days, conducting interviews, and gathering necessary evidence. The primary deliverable is an approved Report of Investigation that strictly adheres to EEOC MD-110 compliance, OCR searchability, and specific pagination standards. To ensure quality and compliance, investigators must complete 32 hours of initial EEO training and participate in annual 8-hour refresher courses. The work is performed in Washington, DC, under NAICS code 541612. Interested parties must submit their responses by December 11, 2026.

Acquisition Services

POSTED

DEADLINE

in about 1 month

GPO Equal Employment Opportunity (EEO) Services

Solicitation # 040ADV-27-Q-0002

The United States Government Publishing Office is soliciting a single-award, firm-fixed-price Blanket Purchase Agreement for Equal Employment Opportunity support services under solicitation 040ADV-27-Q-0002. The contract aims to provide Agency Equal Employment Opportunity services to support GPO teammates, focusing on affirmative employment programs, discrimination allegations, workplace conflict, and harassment. The total aggregate value of all calls under the BPA is not expected to exceed 250,000 dollars over a five-year ordering period. Services may be performed remotely, although the contractor must provide personnel capable of reporting on-site to GPO headquarters in Washington, DC, as required. The scope of work includes day-to-day EEO Specialist functions such as drafting policies, conducting investigations, providing training, and managing alternative dispute resolution. Key deliverables include Reports of Investigation that must adhere to strict formatting standards, including EEOC MD-110 compliance, OCR searchability, and specific pagination. Personnel must meet rigorous certification requirements, including 32 hours of initial EEO investigator training and annual 8-hour refreshers. Award will be based on a best-value tradeoff where non-price factors, including technical approach, staffing, and past performance, are more important than price. Proposals must be submitted in a portfolio PDF format to the designated contracting officials by December 11, 2026.

Acquisition Services

POSTED

DEADLINE

in about 1 month

Equal Opportunity and Non-Discrimination Policy on Sexual Misconduct Investigations Consultant on Retainer

Solicitation # 2140306

The City University of New York is seeking a qualified firm to serve as a Consultant on Retainer to provide four investigators to support the Interim Executive Director for the Center for Inclusivity and Equal Opportunity. The selected contractor will be responsible for investigating, mediating, and resolving complaints of discrimination and sexual misconduct involving faculty, staff, and students. These services must comply with federal and state civil rights laws, including Title II, Title VI, Title VII, Title IX, the Clery Act, and New York Education Law Articles 129 A and 129 B. Each investigator will work up to 35 hours per week on an as-needed basis. It is explicitly stated that the university is not seeking legal representation, and the contractor shall not have an attorney-client relationship with the university. The contract features an initial term of twelve months with a possible six-month renewal at the university's discretion. Award selection is based on best value, evaluated through a 100-point system covering minimum requirements, diversity practices, technical and management proposals, price, and oral presentations for shortlisted firms. Proposals must be submitted by November 19, 2026, as three separate PDF volumes containing required forms, technical details, and pricing. The contractor must adhere to New York State standard contract clauses, including prevailing wage requirements, workers' compensation coverage, and strict confidentiality and non-disclosure protocols.

City University of New York (CUNY)

POSTED

DEADLINE

People and Culture (HR) PersonnelThis subcontract agreement with the Transportation Investment Corporation of the Province of British Columbia focuses on the provision of temporary human resources professionals to support prime contractors on capital projects. The selected provider is responsible for executing recruitment strategies, coordinating HR activities, and sourcing qualified candidates, with a specific emphasis on attracting diverse and indigenous applicants. The scope of work requires the delivery of experienced Senior Recruiters and People and Culture Coordinators who must successfully pass criminal record checks. The opportunity is categorized under NAICS code 541612 and is based in Canada. Interested parties must submit their responses by the deadline of November 24, 2026. This contract ensures that critical infrastructure projects are supported by a robust talent acquisition framework and professional HR management to meet project staffing requirements.

Transportation Investment Corporation

POSTED

DEADLINE

Employee Climate Survey and Data Analysis ServicesThe City of Portsmouth in Virginia is seeking a subcontractor to provide Employee Climate Survey and Data Analysis Services. The selected provider will be responsible for the design, administration, and analysis of city-wide employee climate surveys to identify organizational strengths and pinpoint three to five priority areas for improvement. A critical component of the role involves analyzing data to differentiate surface symptoms from underlying organizational issues. The contractor will deliver comprehensive survey results reports and present their findings directly to City leadership. This opportunity is categorized under NAICS code 541612, with a response deadline set for November 23, 2026. Performance of the services will take place within the City of Portsmouth.

City of Portsmouth

POSTED

DEADLINE

IFB#77-27-YE HUMAN RESOURCE MANAGEMENT EMPLOYEE CLIMATE ACTION PLAN

Solicitation # 77-27-YE

The City of Portsmouth, Virginia, issued solicitation IFB#77-27-YE to secure a qualified vendor for the Human Resource Management Employee Climate Action Plan. The selected vendor will be responsible for conducting employee climate surveys and providing structured, city-wide departmental action planning support to translate survey findings into measurable organizational improvement strategies. Additionally, the scope of work includes providing third-party workplace investigations for claims related to discrimination, sexual harassment, or workplace harassment. The contract features an initial performance period of two years from the date of award, with three optional one-year renewal periods. The award will be granted on a grand total basis to the lowest responsive and responsible bidder. Bidders must submit their proposals electronically via the eVA portal by November 23, 2026, and must include a bid bond, a W-9 form, and various certifications regarding socioeconomic status and conflict of interest. The contract is subject to the City of Portsmouth Procurement Ordinance and the Virginia Public Procurement Act, with specific requirements for record retention for five years and a standard 30-day payment term. Compliance with federal and state anti-discrimination laws, including the Americans with Disabilities Act and the Virginia Fair Employment Contracting Act, is mandatory.

City of Portsmouth

POSTED

DEADLINE

MAT DSA Development and Re-EvaluationThis subcontract focuses on the development and re-evaluation of Data Set Analysis or Decision Support Analysis for prime contractors working on healthcare projects for the State of Alabama. The scope of work involves drafting development documents and utilizing healthcare quality metric data analysis tools to assess existing MAT DSAs. The final deliverable for this engagement is a comprehensive Draft DSA Development and MAT DSA Re-Evaluation report. Managed under the Quality Assurance agency for Alabama, the project falls under NAICS code 541612. Qualified providers must hold the professional licenses required by the State of Alabama to perform the work. The solicitation was posted on October 27, 2026, with a response deadline of October 30, 2026.

Quality Assurance

POSTED

DEADLINE

Senior Staff Consultation for MAT DSM ImplementationThis subcontract focuses on providing senior-level consultation and high-level technical assistance to prime contractors working on projects for the State of Alabama Department of Human Resources. The primary scope of work involves executing technical assistance for the implementation of the Medication-Assisted Treatment and Decision Support Model, while simultaneously supporting essential quality assurance processes. Deliverables for this engagement include the submission of technical assistance reports and the provision of documented consultation hours. The contract falls under NAICS code 541612 and requires the contractor to maintain professional licenses as mandated by the State of Alabama. Managed through the Quality Assurance agency, the opportunity was posted on October 27, 2026, with a response deadline of October 30, 2026.

Quality Assurance

POSTED

DEADLINE

More opportunities from Sourcewell

Same awarding agency

Post-Installation Maintenance & SupportThis subcontract opportunity with Sourcewell, identified under NAICS code 811212, focuses on providing post-installation maintenance and technical support for displays installed by prime contractors on master agreement projects. The selected provider will be responsible for ensuring operational uptime through ongoing repairs, the replacement of consumables and LED modules, and the delivery of comprehensive maintenance reports using specialized diagnostic tools. To be eligible for this contract, the service provider must hold status as a manufacturer-authorized service provider to perform necessary warranty services and technical repairs. Interested parties must submit their responses by the deadline of December 1, 2026.

Computer and Office Machine Repair and Maintenance

POSTED

DEADLINE

in about 1 month

Logistics & Specialized FreightThis subcontract for Logistics and Specialized Freight, managed by Sourcewell, involves the transportation and delivery of oversized electronic displays for prime contractors working on master agreement projects. The scope of work requires the use of flatbed trucks and cranes to ensure the safe handling and unloading of sensitive electronics. To qualify for this engagement, providers must maintain full DOT compliance and hold specialized handling certifications for fragile electronics. The primary objective is the secure delivery of equipment to the participating entity, with the response deadline for this opportunity set for December 1, 2026.

Specialized Freight (except Used Goods) Trucking, Local

POSTED

DEADLINE

in about 1 month

Systems Configuration & Software ImplementationThe Systems Configuration and Software Implementation subcontract through Sourcewell involves providing specialized technical services for prime contractors on master agreement projects. The scope of work includes the configuration of control software, server hardware, and network switches, as well as overall system integration and technical setup. The ultimate goal is the delivery of a fully configured and tested software control system tailored for display operations, complemented by comprehensive end-user training. To be eligible for this engagement, providers must hold specific software certification from the equipment manufacturer. This opportunity falls under NAICS code 541512 and was posted on October 13, 2026, with a response deadline set for December 1, 2026.

Computer Systems Design Services

POSTED

DEADLINE

in about 1 month

Electrical Integration & Power DistributionThe Electrical Integration and Power Distribution subcontract, issued by Sourcewell, involves providing specialized electrical wiring, power configuration, and grid integration services for prime contractors on master agreement projects. The scope of work includes the installation of electrical conduits, cabling, and power distribution units to ensure that display systems and boards are fully operational with reliable power supply and connectivity. To qualify for this contract, providers must employ a Licensed Master Electrician and ensure all work strictly adheres to the National Electrical Code. Interested parties must submit their responses by December 1, 2026, under NAICS code 238210.

Electrical Contractors and Other Wiring Installation Contractors

POSTED

DEADLINE

in about 1 month

Specialized Installation & Rigging ServicesThis subcontract for Specialized Installation and Rigging Services, issued by Sourcewell, involves the physical installation, setup, and mounting of heavy digital displays for prime contractors on master agreement projects. The scope of work includes mobilization, demobilization, and the physical mounting of systems in indoor arenas or outdoor stadiums. To ensure successful delivery, the contractor must utilize heavy lifting equipment, rigging gear, and structural supports while strictly adhering to local building codes and OSHA safety standards. The opportunity is categorized under NAICS code 238990 and was posted on October 13, 2026. Interested parties must submit their responses by the deadline of December 1, 2026. The final deliverable for this contract is the provision of fully installed and secured display systems.

All Other Specialty Trade Contractors

POSTED

DEADLINE

in about 1 month

Digital Display & Video Board ManufacturingThis subcontract agreement through Sourcewell focuses on the manufacturing and delivery of current-model digital displays, video boards, and scoreboards for prime contractors working on master agreement projects. The scope of work includes the production of essential hardware such as LED panels and video controllers, with a specific requirement for outdoor-rated weatherproofing to ensure durability. All equipment provided under this contract must adhere to industry standard regulatory codes and be backed by standard warranties. The successful provider is responsible for the physical delivery of the hardware to the participating entity. The solicitation period is open from October 13, 2026, with a response deadline of December 1, 2026.

Other Electronic Component Manufacturing

POSTED

DEADLINE

in about 1 month

Scoreboards, Digital Displays, and Video Boards with Related Services

Solicitation # 120126

Sourcewell, a Minnesota local government unit and service cooperative, is soliciting proposals under RFP 120126 for a master agreement to provide scoreboards, digital displays, and video boards with related services. This procurement solution is intended for use by thousands of participating entities, including governmental, nonprofit, tribal, and educational agencies across the United States and Canada. The scope of work focuses on turn-key solutions for indoor and outdoor applications, including athletic scoring systems, large-format LED displays, digital signage, and integrated audio and production systems. Related services such as design, installation, commissioning, and maintenance are also required, though the solicitation specifically excludes solutions that are exclusively focused on audio, software, or accessories. The resulting master agreement will have an initial term of four years, with the possibility of three one-year extensions and further extensions under exceptional circumstances. Awards will be granted to the highest-scoring proposers based on overall quality, product selection, and price, with an estimated annual transaction value of 80 million dollars. Proposals must be submitted in English via the Sourcewell Procurement Portal by December 1, 2026, at 3:30 p.m. Central Time. Sourcewell encourages participation from small, minority-owned, women-owned, and veteran-owned business enterprises. Proposers must remain valid for 150 days following the due date and must comply with all industry standards and regulations to avoid disqualification.

Irradiation Apparatus Manufacturing

POSTED

DEADLINE

in about 1 month

Automation, Telematics, and Software SupplyThis subcontract, titled Automation, Telematics, and Software Supply, involves the provision of specialized technology for monitoring and controlling recycling equipment. The scope of work focuses on supporting prime contractors who deliver material processing solutions to government, education, and nonprofit entities. Key deliverables include control systems, telematics, monitoring software, and various automation technologies such as sensors and hardware, culminating in the delivery of installed software and operational monitoring systems. Managed through Sourcewell under NAICS code 541511, the opportunity was posted on October 6, 2026, with a response deadline of November 24, 2026. The contract ensures that material processing solutions are equipped with the necessary digital infrastructure to maintain operational efficiency and oversight for public and nonprofit sector clients.

Custom Computer Programming Services

POSTED

DEADLINE

Equipment Installation and Technical ServicesThe Equipment Installation and Technical Services subcontract, issued by Sourcewell, focuses on the installation, commissioning, and ongoing maintenance of material processing equipment. The scope of work involves supporting prime contractors who provide solutions to government, nonprofit, and educational entities. Key technical responsibilities include the setup, configuration, integration, inspection, repair, and refurbishment of equipment, utilizing specialized industrial tools to ensure operational readiness and the delivery of detailed maintenance reports. This opportunity is categorized under NAICS code 811310 and was posted on October 6, 2026. Interested parties must submit their responses by the deadline of November 24, 2026. The contract emphasizes field service expertise to ensure that all commissioned equipment meets the necessary specifications for the end-user organizations.

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

POSTED

DEADLINE

Construction and Demolition (C&D) Processing Equipment SupplyThis subcontract through Sourcewell focuses on the supply of heavy equipment designed to reduce and process construction and demolition debris. The scope of work involves providing operational machinery, specifically crushers, pulverizers, and breakers, to handle concrete and masonry debris. These material processing solutions are intended for prime contractors who serve government, education, and nonprofit entities. The opportunity was posted on October 6, 2026, with a response deadline of November 24, 2026. It is categorized under NAICS code 339999, reflecting the specialized nature of the processing equipment required for these large-scale debris management projects.

All Other Miscellaneous Manufacturing

POSTED

DEADLINE

Compost and Mulch Processing Equipment SupplyThis subcontract through Sourcewell focuses on the supply of specialized equipment for processing compost and mulch. The scope of work involves providing operational machinery, specifically compost turners, windrow turners, and aeration equipment designed for organic waste. These supplies are intended for prime contractors who deliver material processing solutions to government, education, and nonprofit entities. The opportunity is categorized under NAICS code 339999 and was posted on October 6, 2026. Interested parties must submit their responses by the deadline of November 24, 2026.

All Other Miscellaneous Manufacturing

POSTED

DEADLINE

Screening and Sizing Equipment SupplyThis subcontract, titled Screening and Sizing Equipment Supply, involves the provision of specialized equipment used for sorting and sizing recyclable or recoverable materials. The scope of work focuses on delivering operational screening solutions, including trommel, star, deck, vibrating, and disc screens, specifically designed for processing organic and construction waste. These supplies are intended for prime contractors who provide material processing solutions to government, education, and nonprofit entities. Managed by Sourcewell under NAICS code 339999, the opportunity was posted on October 6, 2026, with a response deadline of November 24, 2026. The contract ensures that the necessary hardware is available to facilitate efficient waste recovery and material processing across various public and non-profit sectors.

All Other Miscellaneous Manufacturing

POSTED

DEADLINE

Earlier notices in this NAICS code

Posted before this notice, open and closed

Insurance Benefit Consultant

Solicitation # 2023-007

City of Edinburg

POSTED

over 3 years ago

CLOSED

over 3 years ago

Workers' Compensation Management Study

Solicitation # 107-HR-02/24/2023 B

City of Anaheim

POSTED

over 3 years ago

CLOSED

over 3 years ago

RFP 769-23-022123 MW Employee Engagement

Solicitation # A10000-92-2023

University of North Texas System

POSTED

over 3 years ago

CLOSED

over 3 years ago

Promotional Testing for Police Sergeants

Solicitation # RFP-729-0-2022/JD

Village of Downers

POSTED

over 4 years ago

CLOSED

about 4 years ago

Entry Level Firefighter/Paramedic Testing

Solicitation # RFP-711-0-2022/JD

Village of Downers

POSTED

over 4 years ago

CLOSED

over 4 years ago

Personify Health — Wellness engagement program

Solicitation # 051922

POSTED

over 4 years ago

DEADLINE

Community Engagement & Stakeholder Outreach

University of North Texas System

POSTED

over 4 years ago

CLOSED

over 4 years ago

Request for Proposals for Compensation Consulting Services

Solicitation # 430-11110

Grant County Public Utility District

POSTED

over 4 years ago

CLOSED

over 4 years ago

City of Bradenton Compensation Study

Solicitation # RFP-RFP 22-016TWS-0-2022/TWS

City of Bradenton

POSTED

over 4 years ago

CLOSED

over 4 years ago

Request for Proposals for Employee Policies and Out of State Help

Solicitation # 430-11109

Grant County Public Utility District

POSTED

almost 5 years ago

CLOSED

almost 5 years ago

Prevailing Wage and Labor Compliance Services

San Diego County

POSTED

almost 5 years ago

CLOSED

almost 5 years ago

Compensation and Classification Study

Solicitation # 22-007

Richland School District Two

POSTED

about 5 years ago

CLOSED

almost 5 years ago

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS