This Solicitation opportunity from Sourcewell was posted on January 26, 2023. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions

Awarded

RFP 031623State & Local

Submission Closed03/16/2023, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 541511

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AI Contract Overview

Sourcewell, a Minnesota-based local government unit and service cooperative, issued solicitation RFP 031623 to secure Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions. This contracting solution is designed for use by a diverse range of Participating Entities across the United States and Canada, including nonprofit, tribal, higher education, K-12, and other public agencies. The procurement process required all proposals to be submitted exclusively through the Sourcewell Procurement Portal by the deadline of March 16, 2023. The resulting agreement involves multiple awardees, including representatives from WEX Health, BrightPlan, Summer, BMG Money, and AJG, to provide specialized financial wellness services to the cooperative's member organizations.

General Info

Sourcewell contracted multiple awardees to provide employee financial wellness services for public agencies.

Agency

Sourcewell

Contract Value

NAICS

541511 - Custom Computer Programming Services

Place of Performance

MN, USA

Set-Aside

NONE

Awardee

BMG Money

Award Issued Date

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

Documents

Addendum_1_Employee_Financial_Wellness_RFP_031623.pdf

Addendum_2_Employee_Financial_Wellness_RFP_031623.pdf

Addendum_3_Employee_Financial_Wellness_RFP_031623.pdf

Addendum_4_Employee_Financial_Wellness_RFP_031623.pdf

RFP_031623_Employee_Financial_Wellness_Contract_Template.pdf

RFP_031623_Employee_Financial_Wellness_Login_Instructions.pdf

RFP_031623_Employee_Financial_Wellness.pdf

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseAwarded

PostedJan 26

Solicitation

AwardedMar 16

Contract was awarded

Submission Closed

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

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Organization & Contact Information

AgencySourcewell

Contacts5 people available

OfficeMN, USA

Organization / AgencySourcewell

Office AddressMN, USA

Contacts

Shari Richardson

Keith Haig

Ritu Tandon

Thomas McCormick

John Fulbright

Interested Companies (13)

WEX HealthEdina, MN

Silver Lion Student Loan AdvisorsCleveland, 44122

Tuition.ioSan Mateo, CA

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Full Description

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 16, 2023, at 4:30 p.m. Central Time, and late proposals will not be considered.