Specifications include, but are not limited to: Successful Offerors will support the Agency’s mission in the areas of financial education curriculums, education classes, and sponsored outreach events such as financial empowerment events and resource fairs. For purposes of this Program, Financial Empowerment is defined as: “The main focus of financial empowerment is to build the skills you need to manage money and learn to choose the financial products and services that work for you. When you’re financially empowered you’re both informed and skilled. You know where to get help with your financial challenges and can access and choose financial products and services that meet your needs. This sense of empowerment builds confidence, helping you effectively use your financial knowledge, skills, and resources to reach your goals.” CFPB: Your Money, Your Goals Toolkit. Successful Offerors must be willing to partner with Agency’s outreach team with example collaborative activities such as inviting DFR outreach staff to table at events, be a part of information panels, speak in workshops, make DFR brochures or website information available to participants, or promote DFR in social media and other community engagements. Agency anticipates Offerors will have reportable activities each trimester and will invite Agency staff members to participate or partner where appropriate. Successful Offerors must be willing to discuss their insurance and financial curriculum with DFR staff members to determine opportunities to include beneficial information on the products or services the Agency regulates. The Offeror has full autonomy to decide on any changes suggested to curriculum. Successful Offerors will be required to use the Agency provided pre and post survey of awareness for classroom or workshop attendees to assist in measuring the impact of the sponsorship program when a DFR staff member is involved. A sample of the draft survey, Appendix A-1 of Attachment A, is included for your review. Successful Offerors will be required to submit a trimester report of activities to demonstrate work completed over the period. A sample Trimester Activities Report, Appendix A-2, is included for your review.
