Summer PBC

Employee financial wellness

#031623-SMR
Maturity Date: 5/29/2028
Website: meetsummer.com/sourcewell

Products & Services

Sourcewell contract 031623-SMR gives access to the following types of goods and services:

Tuition reimbursement (tax-free)
Student loan repayment (tax-free)
College cost planning
Student loan coaching
Federal enrollment (IDR, PSLF, etc.)
529 assistance education
Student loan retirement match
Student loan forgiveness finder
Student loan refinancing
Cash-back rewards

Documents

Contract Documentation

Contract

Contract Extension

Competitive Solicitation Documentation

Request for Proposal (RFP)

Proof of Publication

Proposal Opening Record

Proposal Evaluation

Comment & Review

Board Resolutions

Additional Response Documentation

Other Response Documents

Pricing Documentation

Information in this file is subject to change

Contract 031623-SMR-Price Information

Contact Information

Supplier Contact Information

To purchase off this contract or for questions regarding products and pricing, please contact:

Jemila Stewart, Vice President, Broker Relations
Phone: 678-215-4667
Email: jemila.stewart@meetsummer.com

Sourcewell Contact Information

For questions regarding contract documentation or the solicitation process, please contact:

Michelle Williams
Phone: 218-610-8320
Email: michelle.williams@sourcewell-mn.gov

Courtney Mann
Phone: 218-541-5245
Email: courtney.mann@sourcewell-mn.gov

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Simply complete the online application, contact our dedicated team, or call 877-585-9706.

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