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OFFICE OF THE STATE TREASURER has floated a tender for 24-TRE OEE Financial Counseling RFQ. The project location is USA and the tender is closing on 08 Jul 2025. The tender notice number is BD-25-1108-TREAN-ANF00-118268, while the TOT Ref Number is 121560671. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : USA
Summary : 24-TRE OEE Financial Counseling RFQ
Deadline : 08 Jul 2025
Other Information
Notice Type : Tender
TOT Ref.No.: 121560671
Document Ref. No. : BD-25-1108-TREAN-ANF00-118268
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
Bulletin Desc : 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
Bid Number: : BD-25-1108-TREAN-ANF00-118268
Bid Opening Date : 07/08/2025 04:00:00 PM
Location : ANF00 - Ashburton Fiscal Year 25 Type Code NS - Non-Statewide Solicitation Allow Electronic Quote Yes Alternate Id Required Date Available Date 06/24/2025 034241 PM Info Contact Bid Type OPEN Informal Bid Flag No Purchase Method Open Market Pre Bid Conference Bulletin Desc 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 Ship-to Address Elizabeth F. MorroccoOne Ashburton Place12th FloorBoston, MA 02108USEmail elizabeth.f.morrocco@tre.state.ma.usPhone (617) 367-9333 Ext. 207 Bill-to Address Elizabeth F. MorroccoOne Ashburton Place12th FloorBoston, MA 02108USEmail elizabeth.f.morrocco@tre.state.ma.usPhone (617) 367-9333 Ext. 207 Print Format File Attachments 25-TRE OEE Financial Counseling RFQ.pdf Commonwealth Terms and Conditions~3.pdf Commonwealth Standard Contract Form~2.pdf Form Attachments Required Quote Attachments Item Information Item # 1 ( 86-13 - 00 ) 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 U N S P S C Code 86-13-00 Specialized educational services Qty Unit Cost UOM Total Discount Amt. Total Cost 1.0 EA - Each Manufacturer Brand Model Make Packaging Item # 2 ( 86-11-16-02-0000 ) 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 U N S P S C Code 86-11-16 Adult education 86-11-16-02 Part time adult education services 86-11-16-02-0000 Part time adult education services Qty Unit C...
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