B25-10-008 Financial Wellness RFP

Navajo County is seeking a qualified consultant to design, implement, and manage a turnkey financial‑wellness benefit program for its employees. The vendor must deliver a comprehensive solution that includes education, coaching, digital tools, on‑demand services, reporting, and ongoing support, all packaged as a single, managed program. The contract is for an initial one‑year term with the option to renew up to four additional years, and the vendor must be able to commence work shortly after award and meet a three‑month implementation timeline. • Provide on‑demand access to certified financial coaches and interactive webinars covering budgeting, debt management, retirement planning, etc. • Deliver a mobile‑friendly digital platform with budgeting tools, savings calculators, credit‑score monitoring, and financial‑health assessments. • Supply implementation support, dedicated account management, marketing materials, and training for HR/benefits staff, together with monthly/quarterly utilization reports and an annual impact summary.