TREASURY - Address Updating, Direct & Bulk Mailing RFP

The Michigan Department of Treasury is seeking vendors for a comprehensive address updating, direct mail, and bulk distribution services contract (RFP No. 250000001096). The procurement encompasses three primary service components: processing approximately 4.4 million taxpayer addresses through CASS standardization, direct mailing of tax booklets (32,000 MI1040 Books and 340,000 MI1040 CR7 Books), and bulk distribution of various tax forms to libraries, post offices, and other locations. Proposals are due February 28, 2025, at 3:00 p.m. Eastern, with an anticipated contract start date of June 1, 2025. The contract will have a three-year base term with optional three one-year renewals. Evaluation criteria will be heavily weighted toward technical capabilities (80-90%), with pricing considered only for proposals scoring 80 or more technical points. Vendors must demonstrate strict compliance with IRS Publication 1075 safeguards and Michigan Department of Treasury security protocols, ensuring robust handling of sensitive taxpayer information. Pricing submissions must comprehensively include all associated costs, including setup, fees, shipping, and handling.

The solicitation includes provisions for Qualified Disadvantaged Vendor (QDV) and Small Disadvantaged Business (SDVOB) status, which will be utilized in the evaluation process per Michigan law (MCL 18.1261(8)). Currently, Wolverine Mailing and Packaging holds an existing contract for similar services, though the new RFP suggests a comprehensive rebid of these capabilities. The contract includes significant financial accountability measures, with liquidated damages structured at $5,000 plus $100 per day for late or improper contract performance. While specific budget ranges are not explicitly detailed, the scope involving 4.4 million address processing and tens of thousands of tax booklet mailings indicates a substantial procurement opportunity. Bidders may respond to any or all service components, providing flexibility for vendors with varying capabilities. The rigorous security requirements and specific technical specifications suggest the State is seeking a highly qualified vendor with demonstrated expertise in secure, large-scale mailing and address management services.