Financial Literacy Training and Coaching

Financial Literacy Training and Coaching Updated: 11/18/2022 4:56 PM Updated: 11/18/2022 4:56 PM Solicitation Details Solicitation/Project Number RFQu-22-EDU/BWDD-70 Department Human Services Contract Specialist/Procurement Officer Pam Smith Pre-Offer Conference/Pre-Submittal Meeting Date Due 12/02/2022 3:00 PM NIGP 946-00 - FINANCIAL SERVICES Additional Information The City of Phoenix is seeking offers from qualified consultants to provide financial literacy training and coaching to participants enrolled in programs administered by the Human Services Department Education and Business and Workforce Development Divisions. The Agreement will commence on or about February 1, 2023, for a five-year period. Through this solicitation, the City will create a Qualified Vendor List (QVL) of qualified Offerors in accordance with the specifications and provisions contained in this solicitation. Associated Files Final RFQu-22-EDU-BWDD-70 10.28.22.pdf (pdf) Attachment A -Offer Form.pdf (pdf)

Attachment B -Cost and Payment Terms & Options.pdf (pdf) Attachment C-Certification Regarding Debarment and Suspension.pdf (pdf) Attachment D-Solicitation Conflict & Transparency Form .pdf (pdf) Attachment E-References.pdf (pdf) Attachment F-Confidential Information.pdf (pdf) Attachment G-Assurances.pdf (pdf) Attachment H-Authority to Sign.pdf (pdf) Attachment I - Cert of Proposer to Obtain Require Ins.pdf (pdf) Exhibit A - Professional Services Agreement 10.28.22.pdf (pdf) Solicitation Addendum No. 1.pdf (pdf) Solicitation responses must be submitted in a sealed envelope, unless otherwise specified in the Solicitation. The response must clearly identify the Company Name and Address, Solicitation Number, and the Bid Opening Date and Time. It is the Bidder's responsibility to include the number of copies specified in the Solicitation. NOTE: The City of Phoenix will NOT accept responses submitted after the Date and Time stated in the Solicitation, nor will the City of Phoenix accept responses submitted by fax or e-mail, unless otherwise specified in the Solicitation. PLEASE NOTE: If you download a Solicitation, you also need to download all current addenda that may have been issued since the original document was posted. It is the Bidder's responsibility to ensure that they have all addenda prior to submitting their offer.​