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Request for Proposal: Financial Education Provider

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SamCERA has issued a Request for Proposal for a financial education provider. The provider shall develop a course of instruction, qualified instructors and supporting course materials to provide SamCERA members with financial education on various topics to assist them in their retirement planning. Examples of topic areas are: retirement planning and saving, money management, investing, estate planning and working with financial professionals.

It is SamCERA’s intent to secure the services of a provider and to enter into a three-year contract. The provider will be prohibited from marketing any financial products to attendees during the term of the contract.

Proposals must be received no later than 5:00 p.m. March 23, 2017.

Proposal Process

Event Date
Release of RFP February 17, 2017
Deadline for Written Questions March 2, 2017
Release of Responses to Written Questions  No questions were submitted. 
Proposal Due Date and Time March 23, 2017, by 5:00 p.m.
Review of Proposals Week of March 27, 2017
Invited Finalists presentation Week of April 10, 2017
Contract Negotiations During April – May 2017
Board of Retirement Approval June 6, 2017
Anticipated Contract Start Date July 1, 2017

More Information

For more information, read the full RFP, attached as a PDF to this webpage under “Related Links.”

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