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Bid Classification: 
Goods
Bid Type:  RFP - General
Bid Number:  RFP 031623
Bid Name:  Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions
Bid Status:  Awarded
Bid Awarded Date:  Fri May 19, 2023 (CDT)
Bid Closing Date:  Thu Mar 16, 2023 4:30:00 PM (CDT)
Question Deadline:  Wed Mar 8, 2023 4:30:00 PM (CST)
Electronic Auctions:  Not Applicable
Language for Bid Submissions:  English unless specified in the bid document
Submission Type:  Online Submissions Only
Submission Address:  Online Submissions Only
Public Opening:  Yes
Public Opening Address:  See RFP and FAQ documents for details.
Description: 

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Employee Financial Wellness Programming and Related Employer-Sponsored Financial Solutions to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than March 16, 2023, at 4:30 p.m. Central Time, and late proposals will not be considered.
Bid Document Access:  Bid Opportunity notices and awards and a free preview of the bid documents is available on this site free of charge without registration. Please note, some documents may be secured and you will be required to register for the bid to download and view the documents. There is no cost to obtain an unsecured version of the document and /or to participate in this solicitation.
Categories:  Show Categories [+]
  • 54151 - Computer Systems Design and Related Services
    • 541511 - Custom Computer Programming Services
    • 541513 - Computer Facilities Management Services
    • 541512 - Computer Systems Design Services
    • 541519 - Other Computer Related Services
  • 54121 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
    • 541213 - Tax Preparation Services
    • 541214 - Payroll Services
    • 541211 - Offices of Certified Public Accountants
    • 541219 - Other Accounting Services
  • 52429 - Other Insurance Related Activities
    • 524291 - Claims Adjusting
    • 524292 - Third Party Administration of Insurance and Pension Funds
    • 524298 - All Other Insurance Related Activities
  • 52392 - Portfolio Management
    • 523920 - Portfolio Management
  • 54161 - Management Consulting Services
    • 541614 - Process, Physical Distribution, and Logistics Consulting Services
    • 541611 - Administrative Management and General Management Consulting Services
    • 541612 - Human Resources Consulting Services
    • 541613 - Marketing Consulting Services
    • 541618 - Other Management Consulting Services
  • 52232 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
    • 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
  • 52591 - Open-End Investment Funds
    • 525910 - Open-End Investment Funds
  • 52229 - Other Nondepository Credit Intermediation
    • 522291 - Consumer Lending
    • 522292 - Real Estate Credit
    • 522293 - International Trade Financing
    • 522294 - Secondary Market Financing
    • 522298 - All Other Nondepository Credit Intermediation
  • 92313 - Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs)
    • 923130 - Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs)
  • 92311 - Administration of Education Programs
    • 923110 - Administration of Education Programs
  • 52239 - Other Activities Related to Credit Intermediation
    • 522390 - Other Activities Related to Credit Intermediation
  • 52219 - Other Depository Credit Intermediation
    • 522190 - Other Depository Credit Intermediation
  • 52599 - Other Financial Vehicles
    • 525990 - Other Financial Vehicles
  • 52412 - Direct Insurance (except Life, Health, and Medical) Carriers
    • 524127 - Direct Title Insurance Carriers
    • 524128 - Other Direct Insurance (except Life, Health, and Medical) Carriers
    • 524126 - Direct Property and Casualty Insurance Carriers
  • 52231 - Mortgage and Nonmortgage Loan Brokers
    • 522310 - Mortgage and Nonmortgage Loan Brokers
  • 52393 - Investment Advice
    • 523930 - Investment Advice
  • 52511 - Pension Funds
    • 525110 - Pension Funds
  • 52592 - Trusts, Estates, and Agency Accounts
    • 525920 - Trusts, Estates, and Agency Accounts
  • 52391 - Miscellaneous Intermediation
    • 523910 - Miscellaneous Intermediation
  • 52399 - All Other Financial Investment Activities
    • 523991 - Trust, Fiduciary, and Custody Activities
    • 523999 - Miscellaneous Financial Investment Activities
  • 52411 - Direct Life, Health, and Medical Insurance Carriers
    • 524114 - Direct Health and Medical Insurance Carriers
    • 524113 - Direct Life Insurance Carriers
  • 52213 - Credit Unions
    • 522130 - Credit Unions
  • 52512 - Health and Welfare Funds
    • 525120 - Health and Welfare Funds
  • 52413 - Reinsurance Carriers
    • 524130 - Reinsurance Carriers
  • 52421 - Insurance Agencies and Brokerages
    • 524210 - Insurance Agencies and Brokerages
  • 52211 - Commercial Banking
    • 522110 - Commercial Banking
  • 92314 - Administration of Veterans' Affairs
    • 923140 - Administration of Veterans' Affairs
  • 52212 - Savings Institutions
    • 522120 - Savings Institutions
  • 92312 - Administration of Public Health Programs
    • 923120 - Administration of Public Health Programs
  • 52519 - Other Insurance Funds
    • 525190 - Other Insurance Funds
  • 52221 - Credit Card Issuing
    • 522210 - Credit Card Issuing
  • 52222 - Sales Financing
    • 522220 - Sales Financing

Meeting Locations

The following are the meeting times and locations for the opportunity:


This information is only available to invited bidders and registered plan takers. To view this information you must login to your account.
This information is only available to invited bidders and registered plan takers. To view this information you must login to your account.
This information is only available to invited bidders and registered plan takers. To view this information you must login to your account.

Awarded

The following are the awarded vendors for the solicitation:

No Awarded Vendors


Submitted

The following are the unofficial results

None received ...

This information is only available to invited bidders and registered plan takers. To view this information you must login to your account.