Request for Proposal: Financial Education Provider
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.
|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|
For more information, read the full RFP, attached as a PDF to this webpage under “Related Links.”