Employee Financial Wellness Program

EMPLOYEE FINANCIAL WELLNESS PROGRAM. Contact Information: Name Dave Krueger Address University of Minnesota Minneapolis, MN 55454 USA Phone Fax Email kruegerd@umn.edu Bid Attachments CFPS-Terms-and-Conditions-01-05-21.docx (please login to view this document) These are the purchase order (PO) terms and conditions that the University uses when procuring professional services (such as those in scope for this RFP). It is accompanied by a customized statement of work (SOW) that will document the specific services and cost (i.e. the business terms of the contract). This is the version of the PO that the University will use when placing the order for the services in scope for this RFP.384 KB References-05-04-17.doc (please login to view this document) Please use this form to submit your references. 44 KB Supplier-Process-and-Information-07-13-22.docx (please login to view this document) Supplier Process and Information. This document contains information about contracting, confidentiality and other important matters, and provides helpful guidance for completing your RFP response. You must read this prior to submitting your proposal.30 KB Travel-Reimbursements-10-15-15.doc (please login to view this document) If you incur travel-related expenses in delivering services (e.g. travel to remote campuses), for which you would intend to seek reimbursement as part of your contract, then these policies apply. 38 KB Pricing Workbook, Employee Financial Wellness RFP for UMN, 8.9.22.xlsx (please login to view this document) Use this spreadsheet to submit your pricing information. 11