Financial Services Well Being & Support Services Education

Financial Services Well Being & Support Services Education Solicitation ID: 24RFP28 Status: Posted Contact Name: Misty Brooks Contact Number: 512-943-1492 Contact Email: misty.brooks@wilco.org Response Due Time: 2:00 PM Agency/Texas SmartBuy Member Number: C2460 Days Solicited: 21+ Days for Solicitation Notice Solicitation Posting Date: 3/12/2024 Response Due Date: 4/4/2024 Last Modified: 3/12/2024 3:20 pm Solicitation 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 • financial fitness classes & one on one coaching classes offered

onsite/virtual • monthly budget 101 educational and/or other monthly finance educational classes • debt reduction educationhttps://wilco.bonfirehub.com/ URL: Addendum: Class/Item Code(s): 91800-Consulting Services 94600-Financial Services 95300-Insurance And Insurance Services, (All Types) 91867-Human Services Consulting (To Include Mental Health Consulting Services) 91869-Insurance Consulting 91874-Legal Consulting 94645-Employee Benefit Funds 94807-Administration Services, Health 94843-Health Information Services 95306-Accident 95337-Disability 95341-Fidelity And Surety 95348-Health and Hospitalization Insurance, Including Dental and Visual Insurance 95352-Insurance And Insurance Services (Not Otherwise Classified) 95363-Life Insurance 95380-Retirement Benefit Plan Insurance 95856-Health Care Management Services (Including Managed Care Services) 99048-Identity Theft Protection And Data Security Services 94971-Self Insured Program, Administrative COBRA 94974-Self Insured Program, Dental 94976-Self Insured Program, Medical 94977-Self Insured Program, Prescription Drug 94982-Stop Loss Insurance 94994-Worker's Comp., Medical Services Attachments#NameDescription1ESBD_File_353513_2 RFP Definitions, T and C, Instructions and General Requirements.docxDefinitions, T and C, Instructions and General Requirements2ESBD_File_353513_3 RFP Additional Stipulations.docxAdditional Stipulations3ESBD_File_353513_5 RFP Executive Summary.docxExecutive Summary4ESBD_File_353513_6 RFP CIQ.docxCIQ5ESBD_File_353513_Anti-Boycott Statement (2).pdfAnti-Boycott Statement6ESBD_File_353513_Evaluation Selection Criteria (2).docxEvaluation Selection Criteria7ESBD_File_353513_RFP Financials Wellbeing Services Support Scope of Work Template HMA edit (1).xlsxScope of Work8ESBD_File_353513_RFP Specifications Financial Services Wellbeing Support Provider.docxSpecifications