BANKING-3647 - USA (Mount Holly, New Jersey) - Money Management Services - Deadline October 5,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-3647

Government Authority located in Mount Holly, New Jersey; USA based organization looking for expert vendor for money management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide money management services to include budgeting, processing of routine bills, check writing, managing financial matters, and reconciling bank accounts to the government authority located in Mount Holly, NJ.
- The program is designed to provide a bill paying service through volunteer support to older residents in need of senior money management assistance
- Program staff will identify potential clients through caseworkers, referrals from other service providers and banks or other financial institutions
- The program coordinator will provide recruitment, training and placement of volunteer bill payers and volunteer monitors
- Program staff will assure compatibility between clients and thoroughly screened and trained volunteer bill payers
- Program staff and the client will mutually develop a budget and encourage adherence to the list of monthly expenses
- Volunteer Bill Payers will organize bills and prepare checks for the client’s signature

[C] Eligibility:

- Onshore (USA ONLY);

[D] Work Performance:

Not Applicable

Expiry Date : Tuesday, 5 October, 2021

Category : Banking Services

Country : USA

State : New Jersey

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