Request for Proposal: Financial Education Provider
February 17, 2022
SamCERA has issued a Request for Proposal for a financial education provider. The provider shall develop a course of instruction, which will be presented by 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. on March 24, 2022.
Proposal Process
| Event | Date |
|---|---|
| Release of RFP | February 18, 2022 |
| Deadline for Written Questions | March 3, 2022 by 12:00 noon |
| Release of Responses to Written Questions | March 10, 2022 |
| Proposal Due Date and Time | March 24, 2022, by 5:00 p.m. |
| Review of Proposals | Week of March 28, 2022 |
| Invited Finalists presentation | Week of April 11, 2022 |
| Contract Negotiations | During April – May 2022 |
| Board of Retirement Approval | May 31, 2022 |
| Anticipated Contract Start Date | July 1, 2022 |
More Information
For more information and details about this request for proposal, please read the full RFP, attached as a PDF to this webpage under “Related Links.”