24-TRE OEE Financial Counseling RFQ
| Agency: |
Commonwealth of Massachusetts |
| State: |
Massachusetts |
| Type of Government: |
State & Local |
| NAICS Category: |
- 541611 - Administrative Management and General Management Consulting Services
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| Posted Date: |
Jun 24, 2025 |
| Due Date: |
Jul 8, 2025 |
| Solicitation No: |
BD-25-1108-TREAN-ANF00-118268 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Description
Bid Solicitation: BD-25-1108-TREAN-ANF00-118268
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Responses Due in 13 Days, 19 Hours, 58 Minutes
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Header Information
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Bid Number:
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BD-25-1108-TREAN-ANF00-118268
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Description:
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24-TRE OEE Financial Counseling RFQ
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Bid Opening Date:
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07/08/2025 04:00:00 PM
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Purchaser:
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Elizabeth Morrocco
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Organization:
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Office of the State Treasurer
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Department:
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TREANF - Administration & Finance
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Location:
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ANF00 - Ashburton
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Fiscal Year:
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25
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Type Code:
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NS - Non-Statewide Solicitation
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Allow Electronic Quote:
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Yes
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Alternate Id:
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Required Date:
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Available Date
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06/24/2025 03:42:41 PM
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Info Contact:
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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Bulletin Desc:
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OEE seeks a vendor qualified to provide one-on-one personal financial counseling/coaching and the ability to provide virtual, hybrid and/or in person presentations for small or large groups on financial education and financial wellness topics
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Ship-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617) 367-9333 Ext. 207
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Bill-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617) 367-9333 Ext. 207
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Print Format:
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File Attachments:
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25-TRE OEE Financial Counseling RFQ.pdf
Commonwealth Terms and Conditions~3.pdf
Commonwealth Standard Contract Form~2.pdf
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Form Attachments:
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Required Quote Attachments
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Item # 1:
(
86-13
-
00
)
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OEE seeks a vendor qualified to provide one-on-one personal financial counseling/coaching and
the ability to provide virtual, hybrid and/or in person presentations for small or large groups on
financial education and financial wellness topics
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U N S P S C Code:
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86-13-00
Specialized educational services
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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EA - Each
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Manufacturer:
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Brand:
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Model:
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Packaging:
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Item # 2:
(
86-11-16-02-0000
)
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OEE seeks a vendor qualified to provide one-on-one personal financial counseling/coaching and
the ability to provide virtual, hybrid and/or in person presentations for small or large groups on
financial education and financial wellness topics
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U N S P S C Code:
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86-11-16
Adult education
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86-11-16-02
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Part time adult education services
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86-11-16-02-0000
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Part time adult education services
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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Manufacturer:
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Model:
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Packaging:
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