Summary

This is Addendum No. 2 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, and updates the procurement schedule. The deadline for submission of questions and clarification requests is December 19, 2025, at 12:00 PM Pacific Time, with answers provided the week of January 5, 2026. The revised closing date for proposal submission is January 30, 2026, at 12:00 PM Pacific Time, extended from the original deadline of January 27, 2026. The Oregon State Treasury anticipates awarding the contract to a single proposer through a competitive sealed proposal process, with the Notice of Intent to Award expected around March 16, 2026. The initial contract term is five years with options for unlimited renewals.

The RFP seeks a qualified vendor to develop a comprehensive technical assessment and digital marketing plan for the OregonSaves auto-IRA program, with Phase 1 deliverables to be completed by September 30, 2026. Evaluation will be conducted on a maximum of 1,100 points across six categories: organizational strength and experience (200 points), understanding of services (200 points), key personnel and resumes (150 points), project implementation plan (200 points), sample marketing plan (150 points), and price proposal (200 points). Minimum qualifications require at least five years of digital marketing experience and successful completion of Treasury security vetting. Phase 1 pricing must be submitted as an all-inclusive firm fixed price, with Phase 2 pricing proposed using flexible billing structures such as hourly rates, retainer fees, or media placement commissions. The State of Oregon encourages participation from small businesses certified by the Oregon Certification Office for Business Inclusion and Diversity, including disadvantaged business enterprises, minority-owned businesses, women-owned businesses, service-disabled veteran-owned businesses, and emerging small businesses. Proposers employing 50 or more full-time employees with contracts exceeding $500,000 must provide a Pay Equity Compliance Certificate prior to contract execution.