170-4437-25 Oregon Retirement Savings Marketing Services

The Oregon State Treasury has issued Request for Proposal (RFP) 170-4437-25 for Oregon Retirement Savings Marketing Services, seeking a qualified vendor to develop a comprehensive technical assessment and digital marketing plan for the OregonSaves auto-IRA program. The procurement focuses on obtaining a detailed technical assessment of digital marketing opportunities within the retirement industry, including recommendations for targeted campaign strategies and guidance on software and technical integrations to track campaign effectiveness. Phase 1 deliverables require proposers to provide research and discovery, strategic framework development, research methodologies, goal setting, and a detailed work timeline. The RFP opened on November 19, 2025, with proposals due on January 27, 2026, at 12:00 PM Pacific Time, and questions must be submitted by December 19, 2025. The evaluation process will award a maximum of 1,100 points across six key areas: 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.

The State of Oregon encourages participation from small businesses certified by the Oregon Certification Office for Business Inclusion and Diversity (COBID), 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 from the Oregon Department of Administrative Services prior to contract execution. The initial contract term is anticipated to be five years with options for unlimited renewals, and the Notice of Intent to Award is expected around March 16, 2026. While specific budget ranges are not explicitly stated, the RFP requires an all-inclusive firm fixed price for Phase 1 Deliverables, with Phase 2 pricing to be proposed using flexible billing structures such as hourly rates, retainer fees, or media placement commissions. Pricing will be competitively scored, with the lowest proposal receiving 100 points, the second lowest 75 points, and the third lowest 50 points. All Phase 1 activities must be completed no later than September 30, 2026, and Treasury anticipates awarding a contract to a single proposer through this competitive sealed proposal process.