ABLE01-24 - Program Consulting Services

The California ABLE Act Board is seeking a qualified 529A program consultant to assist with the design, implementation, and ongoing management of California's 529A Qualified ABLE Program. The selected consultant will be responsible for reviewing proposed regulations, participating in public hearings and stakeholder meetings, analyzing industry trends and marketing strategies, and evaluating program manager performance. The contract term is for two years from December 1, 2024 through November 30, 2026, with an optional one-year extension. The total contract amount shall not exceed $465,000 over the potential three-year term. Proposals are due by August 30, 2024, and the Board plans to make an award decision by October 7, 2024, pending approval from the Department of General Services.

The Board will consider preferences for small businesses, microbusinesses, and disabled veteran business enterprises. The RFP does not provide any information on incumbent vendors or current contractors, nor does it specify any existing infrastructure or technology that requires integration. The RFP also does not list any set-aside designations or restrictions on the types of organizations that can respond, and it does not provide any additional details on the possible award values or budget ranges.