Personal Finance Service
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Proposals are due by May 7th, 2026 at 11:00 AM.
Evaluation of proposals will begin at least 4 weeks after the opening.
Recommendations are expected to be made within a two month period following the evaluation start.
QUESTION DEADLINE
Issuing Agency
Erie 1 Boces
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in West Seneca, New York seeks a vendor to provide a personal finance service solution. Proposals will be assessed based on criteria such as pricing, adherence to specifications, offered warranties, quality of support personnel, vendor performance history in implementing similar solutions, current and past financial status, webinar offerings, and customer references.
Vendors are required to outline a discount structure for consortium purchases and must provide comprehensive training to certify agency staff as trainers on the product. The training period is flexible based on the time necessary to achieve certification. In addition, vendors must specify procedures for real-time, direct access to live technical support via telephone, chat, or email, ensuring 24/7 coverage with a toll-free option or online chat.
The contract term will be one year. All vendor questions must be submitted by April 17, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.