Student Financial Educational Programs Services

The vendor is required to provide that student financial educational programs as outlined in this solicitation for 1gpa cooperative members (members) as needed.
- Eligible members include school districts, charter schools, universities, colleges, cities, towns, municipalities, counties, states, local governments, the federal government, native american communities, fire districts, and any other political subdivision.
a. Curriculum:
- Financial literacy subject matter may include but is not limited to:
• Banking basics
• Budgeting, saving, and financial planning
• Career, income, and business finances
• Credit, loans, and debt management
• Fraud awareness
• Retirement planning
• Tax filing and responsibilities
• Financial goal setting
• Insurance and risk management
• Digital financial literacy and online security
• Philanthropy and charitable giving
• Banking technology and financial apps
• Inflation and cost of borrowing
b. Method of approach
- Firms may offer a variety of instructional methods or a combination thereof to facilitate the financial educational program; methods of approach may include but are not limited to:
• On-line training: courses, videos, gamifications, simulations
• Stand-alone self-guided software
• Mobile applications
• Instructor-led classroom training
• Instructional materials
• Live and on-demand webinars
c. Program requirements
- Key components that support the effective delivery of financial literacy curriculum may include but are not limited to:
• Compatibility across various devices and platforms (i.e., laptops, tablets, smartphones)
• User-friendly, intuitive interface that clearly defines learning objectives
• Aligns with national and state educational standards as well as existing academic frameworks
• Provides foundational knowledge in subject matter offered and may incorporate advanced courses as
requested
• Provides qualified and experienced instructors as applicable
• Ensures user accessibility and ADA compliance by offering alternative learning formats
• Includes hands-on activities relevant to real-life financial decision-making scenarios
• Designed to align with specific age groups, cognitive abilities, diverse learning styles, and multilingual needs
• Content reflects current financial practices, and includes updates to economic trends, tax laws and financial regulations as needed
• Includes assessment and reporting tools to evaluate learning outcomes and effectiveness of the program
• Provides opportunities for certification upon program completion
d. Materials
• All training materials, along with any associated fees, must be clearly identified in the cost proposal.
• Provide optional financial educational materials available for purchase, separate from any required program materials.
e. Security requirements
• Cloud-based and web accessible through common browsers such as chrome, safari, internet explorer and Firefox
• Capability to seamlessly integrate data with student information systems (SIS) and learning management system (LMS) platforms via API, if applicable
• Simultaneous multi-user access with secure login authentication through active directory, jump cloud or other identity management and single sign-on
• Reliable program performance through adherence to network and infrastructure specifications, ensuring a seamless user experience
• Maintains security controls to ensure that no user data, records or program information shall be used or disclosed, except as necessary to operate the program
• User training, accessible training materials and on-line resources to support educators and students in effectively utilizing the program
• Dependable and timely responsiveness to technical and customer support via phone, live chat or email
• Access to program upgrades, new releases, and enhancements should be available for each year fees are paid by the member
• On-going routine maintenance and support to prevent data loss and security breaches.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: April 01, 2025