RFP #24RFP28 Financial Services Well Being & Support Services Education

Project: RFP #24RFP28 Financial Services Well Being & Support Services Education Ref. #: 24RFP28 Type: RFP Status: Open Open Date: Mar 12th 2024, 2:00 PM CDT Questions Due Date: Mar 22nd 2024, 5:00 PM CDT Close Date: Apr 4th 2024, 2:00 PM CDT Days Left: < 1 Project Description:Financial Services Provider - Vendor to provide Virtual/In Person Financial Coaching Services related to a variety of financial topics for employees and access for employees to an online Financial Portal. The Successful Respondent shall provide the following Employee Financial Wellbeing & Support Services Support and education for the following services: • online portal & automated apps which may include members banking • personali Important Events:OngoingOpen DateOnline PortalPosting date for the OpportunityMar 12th 2024, 2:00 PM CDTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsApr 4th 2024, 2:00 PM CDTN/APassedPre-Solicitation Virtual Meeting (optional)Virtual "see Public Notice."Optional

Pre-Solicitation MeetingMar 20th 2024, 3:00 PM CDT - Mar 20th 2024, 4:00 PM CDTNoPassedQuestions Due DateOnline PortalDeadline to submit QuestionsMar 22nd 2024, 5:00 PM CDTN/A Supporting Documentation:2 RFP Definitions, T and C, Instructions and General Requirements.docxDocumentationRFP Definitions, T and C, Instructions and RequirementsRead more...Feb 2nd 2022, 2:29 PM CST - 3 RFP Additional Stipulations.docxDocumentation3 RFP Additional StipulationsMay 3rd 2023, 5:08 PM CDT - 5 RFP Executive Summary.docxDocumentationRFP Executive SummaryAug 17th 2021, 4:24 PM CDT - 6 RFP CIQ.docxDocumentationRFP CIQAug 17th 2021, 4:25 PM CDT - Anti-Boycott Statement.pdfDocumentationAnti-Boycott StatementJun 1st 2023, 3:02 PM CDT - Bonfire Public Notice v2.pdfOtherDocument - Change in Public DetailsMar 27th 2024, 10:52 AM CDT - Bonfire Public Notice.docxDocumentationPublic NoticeMar 15th 2024, 2:03 PM CDT - Evaluation Selection Criteria (2).docxDocumentationEvaluation Selection CriteriaMar 7th 2024, 11:44 AM CST - Pre-Proposal Questions.pdfOtherDocument - 24RFP28 Financial Services Well Being & Support Services Education Pre-Proposal MeetingRead more...Mar 22nd 2024, 11:24 AM CDT - Pre-Solicitation Meeting link.docxOtherPre-Solicitation Meeting March 20, 2024 3:00- 4:00 p.m.Read more...Mar 7th 2024, 3:38 PM CST - RFP Financials Wellbeing Services Support Scope of Work Template HMA edit.xlsxOtherScope of Work Template and QuestionnaireMar 7th 2024, 11:56 AM CST - RFP Specifications Financial Services Wellbeing Support Provider.docxDocumentationSpecificationsMar 7th 2024, 11:40 AM CST - Virtual Live Solicitation Opening.pdfOtherDocument - Virtual Live Solicitation OpeningApr 3rd 2024, 9:53 AM CDT - Wilco Technology Services Reqirementsv2.docxDocumentationWilliamson County Technology Services RequirementsRead more...Mar 21st 2024, 8:55 AM CDT - Wilco Technology Services Reqirementsv2.docxOtherDocument - Project Details Have ChangedMar 21st 2024, 8:58 AM CDT - Commodity Codes: NIGP 918 Consulting Services NIGP 946 Financial Services NIGP 953 Insurance And Insurance Services, (All Types) NIGP 91867 Human Services Consulting, Including Mental Health Consulting NIGP 91869 Insurance Consulting NIGP 91874 Legal Consulting NIGP 94645 Employee Benefit Funds NIGP 94807 Administration Services, Health NIGP 94843 Health Information Services NIGP 95306 Accident Insurance NIGP 95337 Disability Insurance NIGP 95341 Fidelity and Surety Insurance NIGP 95348 Health and Hospitalization Insurance, Including Dental and Visual Insurance NIGP 95352 Insurance and Insurance Services (Not otherwise classified) NIGP 95363 Life Insurance NIGP 95380 Retirement Benefit Plan Insurance NIGP 95856 Health Care Management Services, Including Managed Care Services NIGP 99048 Identity Theft Protection and Data Security Services NIGP 94971 Self Insured Program, Administrative COBRA NIGP 94974 Self Insured Program, Dental NIGP 94976 Self Insured Program, Medical NIGP 94977 Self Insured Program, Prescription Drug NIGP 94982 Stop Loss Insurance NIGP 94994 Worker's Comp., Medical Services