New York State Office Of The State Comptroller

The buyer seeks to procure an online financial literacy program for its 1.2 million members, retirees, and beneficiaries. The program will provide on-demand financial training courses, assessments, and interactive tools for learning and financial planning. It aims to improve members' financial knowledge to make better decisions affecting their current finances and future retirement. The buyer requires the program to be easily accessible, measure users' financial knowledge improvements, and provide regular analytics and reporting.

• 3/21/2025 - Deadline for Submission of Written Questions
• 4/11/2025 - Responses to Written Questions Posted
• 5/9/2025 - Proposal Due Date
• 8/25/2025 - Anticipated Start of Product Demonstrations and Interviews
• 10/3/2025 - Anticipated Notification of Award
• 12/29/2025 - Anticipated Approval of Contract
• 12/29/2025 - Anticipated Commencement of Work

• Two years' experience offering a secure, qualifying online financial literacy program
• Three current clients using the program for at least one year
• Program capable of being accessed by 25,000 users annually
• Program accessible on various devices and operating systems

• Develop online financial literacy courses for 1.2 million NYSLRS members
• Provide on-demand financial training courses and assessments
• Offer interactive tools for learning and financial planning
• Measure and report improvements in users' financial literacy over time
• Incorporate OSC and NYSLRS branding into program materials
• Provide technical support and maintenance for the program
• Conduct background investigations on staff providing services
• Assign a marketing lead to work with NYSLRS Marketing Team
• Implement the program in collaboration with OSC's Project Manager
• Provide quarterly reports summarizing program activities and participation rates