RFP 170-4437-25 Oregon Retirement Savings Marketing Services Addendum 1.docx
DOCX document 152 KB Posted
- Solicitation number
- S-17000-00015408
- Issued by
- Marion County, Oregon
About this file
This is Addendum No. 1 to Request for Proposal 170-4437-25 issued by the Oregon State Treasury for Oregon Retirement Savings Marketing Services. The addendum modifies the original RFP published on November 19, 2025, with a proposal close date of January 30, 2026. The procurement seeks a qualified vendor to develop a comprehensive technical assessment and digital marketing plan for the OregonSaves auto-IRA program, with Phase 1 deliverables including research and discovery, strategic framework development, and detailed work timelines. Proposals must be submitted via email only to purchasing@ost.state.or.us in PDF, Word, or Excel format, with a maximum of 30 pages of work samples and minimum font sizes of 11 points for body text, 10 points for table text, and 9 points for footnoted text. The contract is anticipated to have an initial five-year term with unlimited renewal options, with Phase 1 activities to be completed no later than September 30, 2026.
The addendum clarifies proposal requirements and award conditions, requiring proposers to submit at least three professional references from current or former clients, preferably government or state agencies, completed within the past three years using the Reference Check Form (Attachment D). Proposers awarded the contract must provide proof of insurance per the sample contract exhibits, a Taxpayer Identification Number and completed W-9 form, proof of business registration in Oregon, a Responsibility Inquiry Form, nondiscrimination in employment certification, and COBID certification or a Disadvantaged Business Outreach Plan if requested. The RFP evaluation will award a maximum of 1,100 points across organizational strength and experience, understanding of services, key personnel, project implementation plan, sample marketing plan, and price proposal. Pay equity compliance certification is required for proposers employing 50 or more full-time employees with contracts exceeding $500,000. Pricing will be competitively scored with the lowest proposal receiving 100 points, the second lowest 75 points, and the third lowest 50 points.
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Text version
Request for Proposal Oregon Retirement Savings Marketing Services
ADDENDUM No. 1 January 15, 2026
Contracting Entity: Oregon State Treasury Request Number: 170-4437-25
Open Date: 11/19/2025 Close Date: 1/30/2026
Single Point of Contact:
Michael Sztenderowicz Procurement Officer Oregon State Treasury 867 Hawthorne Ave SE Salem, OR 97301 purchasing@ost.state.or.us 503-431-7913
Oregon State Treasury 2 170- 2220-2020 Template DOJ Approved 1/22/19
This Addendum No. 1 modifies the RFP, which Oregon State Treasury published on OregonBuys on November 19, 2025 as described herein. All RFP terms not specifically mentioned or affected by this Addendum remain in full force. This Addendum is hereby added as a part of the RFP.
Deletions are indicated by [brackets] and strikethrough. New language is indicated in bold font and underlining.
Section 4. Proposal Requirements is changed with the following:
Format, Quantity, and Delivery The following table applies to Proposals, Modifications, Withdrawals, and Protests. Email Delivery ONLY: You must provide the scanned or electronically generated original, signed Proposal. Proposals must be received by the Closing date and time.
| Item |
| Requirement |
Number of Pages (excluding Cover Page and Exhibits) The following items do not count toward the page limit:
· Disclosure Exemption Affidavit (Attachment B)
· Information and Certification Sheet (Attachment C)
· [Reference Survey (Attachment D)] Reference Check Form (Attachment D)
· Price Proposal (Attachment E)
· COBID Certification / Outreach Plan (Attachment F)
· [Responsibility Inquiry (Attachment G)]
· [Checklist (Attachment H)] Checklist (Attachment H) Revision 1
· OST Security Questionnaire (Attachment J)
· SOC2 Confirmation (Attachment K)
· Work samples [30 pages maximum]
| Paper size |
| 8 ½ inches x 11 inches |
| Paper type |
| Recycled Paper |
| Minimum Font Size |
| Body Text: 11 point |
Table Text: 10 point Footnoted Text: 9 point
| Electronic File Format |
| Portable Document Format (PDF); Microsoft Word (docx); Microsoft Excel (xlsx) |
| Electronic proposal submissions |
| Emailed to purchasing@ost.state.or.us |
If the submission requires more than one email, then you must include the Request Number and identify it as first, second etc. in the chain of e-mails in the subject line on each email sent. Example: 170-4437-25 [INV1000-2019]; Email #1
Section 4. Proposal Requirements is changed with the following to be inserted after Sample Contract Exceptions paragraph:
References Include at least three (3) references from current or former clients, preferably Government State Agencies, for whom you performed similar projects by completing the Reference Check Form (Attachment D). The work must have been completed within the past three (3) years. References must be able to verify the quality of the work you performed. A completed Reference Check Form (Attachment D) must be submitted with the proposal.
Treasury will contact references you provide concerning your ability to comply with the requirements of this Request. Treasury will use references to obtain additional information, or verify any information needed. Treasury may contact other references not submitted to verify your qualifications.
Section 7. Award and Negotiation is changed with the following:
Additional Information Requirements The Proposer awarded a contract under this Request is required to submit the following additional information:
· [Proof of insurance for the lines of coverage provided in Exhibit B of Attachment A.] Proof of Insurance for the lines of coverage provided under Insurance Requirements in Exhibit B within the Sample Contact (Attachment A)
· Taxpayer Identification Number (TIN) issued by the Internal Revenue Service.
· A completed W-9 form with backup withholder status.
· Proof of business registration and authority to transact business in the State of Oregon.
· A completed Responsibility Inquiry Form [(Attachment G)] (Attachment G Revision 1).
· Pay Equity Certification, if required. (See Section 3.B.)
· Nondiscrimination in Employment Certification (Attachment C).
· Certification by the Office for Business Inclusion and Diversity (COBID) Certification. (See Section 1.E.)
· Certified Disadvantaged Business Outreach Plan (Attachment F), if requested.
Oregon State Treasury 7 170-4437-25
Oregon State Treasury 22 170-4437-25 image1.png image2.png
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