R004429 Email Platform Replacement Services

The California State Lottery is seeking proposals for a comprehensive email platform replacement service through RFP #R004429, with the primary objective of implementing a more advanced and functional email marketing and campaign management solution. The solicitation requires proposers to deliver a robust email platform capable of handling over one billion annual emails and managing audiences of at least 10 million contacts, with critical features including segmentation, automation, personalization, analytics, API integration, and enhanced security protocols. Proposers must meet 14 mandatory qualifications, such as demonstrating five years of experience with similar platforms, expertise in data modeling, and the ability to support 200+ workflows for governmental and consumer-focused organizations. The evaluation will be conducted on a best-value basis using 1,000 total points, with 500 points allocated to technical requirements, 300 points for cost evaluation, and 200 points for optional demonstrations. Key action dates include an intent to bid and written questions deadline of January 8, 2026, proposal submission by February 26, 2026, evaluation period from February 26 through March 12, 2026, optional demonstrations from March 13-23, 2026, and an anticipated intent to award notification on April 7, 2026.

The procurement includes provisions for Small Business Preference and Disabled Veteran Business Enterprise (DVBE) Incentive, which can provide up to 5% cost reduction for qualified proposers, not to exceed a combined $50,000. The initial contract term is two years, with the Lottery retaining unilateral option to extend for up to three additional one-year terms under the same pricing and conditions. The contract will require the selected vendor to maintain Commercial General Liability insurance of $1,000,000 per person/$2,000,000 per occurrence, Workers' Compensation coverage, and provide background investigation authorization for all assigned personnel. Software costs will be paid in advance, while implementation and training services will be paid monthly in arrears upon work authorization completion and formal acceptance, with payment due within 45 calendar days of invoice receipt. The procurement aims to replace the current Adobe Campaign Standard platform and seeks a solution that will enable more effective communication, improved marketing campaigns, and enhanced player engagement for the California State Lottery.