Creating a comprehensive financial wellness RFP (Request for Proposal) can be difficult. Whether you are an employer looking for a financial wellness solution for your employees, or a financial institution looking to engage your members, you need to know the best questions to ask. And if you don’t know the best questions to ask, you could end up wasting the time of your procurement personnel and the vendors who compose responses.

This sample financial wellness RFP (Request for Proposal) covers all of the necessary sections that should be included in a comprehensive financial wellness RFP, including the overview, instructions, timeline, questions, contact, confidentiality, pricing and delivery.

The sample questions are segmented into various categories including: Provider Information, Provider Partnership, Program Details, Program Customization, Program Engagement, Program Success and Effectiveness, Customer Service, Program Technology, and Pricing.

This Request for Proposal can be customized for your organization’s needs, but this sample RFP will give you a significant head start on finding the best financial wellness solution for your organization’s needs.