170-4437-25 Oregon Retirement Savings Marketing Services

The Oregon State Treasury is soliciting proposals under solicitation number 170-4437-25 for the Oregon Retirement Savings Marketing Services contract, aiming to secure a contractor to deliver a technical assessment and a digital marketing plan tailored to the retirement industry landscape and auto-IRA programs similar to OregonSaves. The solicitation seeks a two-phase engagement: Phase 1 involves conducting a comprehensive assessment and developing a strategic digital marketing plan identifying outreach opportunities and program goals; Phase 2 anticipates implementing the approved marketing plan and delivering ongoing marketing services as required. This contract is anticipated to have a five-year initial term with unlimited renewal options and focuses on leveraging digital marketing to increase program awareness and participation while aligning with the unique landscape of retirement savings programs. The procurement process includes stringent requirements for proposers such as submission of detailed certifications on tax compliance, nondiscrimination policies, and responsibility inquiries covering financial stability and past contract performance. Proposals must include comprehensive business inclusion and diversity outreach plans certified by Oregon’s COBID program, along with cybersecurity attestations including SOC 2 confirmation or completion of a specialized security questionnaire. Pricing submissions require fully inclusive, firm-fixed pricing for Phase 1 deliverables and a cost proposal for Phase 2 services evaluated on competitiveness and reasonableness within a total contract budget range of $50,000 to $250,000. Evaluation is merit-based with weighted factors emphasizing organizational strength, understanding of services, key personnel qualifications, project implementation plan, sample marketing strategy, and price. Delivery is primarily electronic, with no physical packaging or shipping requirements, and payment processes require monthly invoicing with Treasury holding final acceptance authority of deliverables. The contract mandates compliance with Oregon statutes including the False Claims Act, requires adherence to security and privacy protocols, and enforces strict subcontracting controls and conflict of interest disclosures to ensure responsible contract performance aligned with state procurement rules.