The California Achieving a Better Life Experience Act Board (“CalABLE Act Board”, “Board”, or the “State”) is the administrator of California’s 529A Qualified ABLE Program as defined in Welfare and Institutions Code section 4875(k) (“CalABLE Program” or “Program”), and the State agency responsible for the effective and efficient administration of the California ABLE Program Trust (“Trust”). A qualified marketing services firm is needed to provide the Board with assistance with the development of marketing, communications, and public relations services. Draft a marketing plan to assist with the promotion of the Program branding, design, and assistance with the planning of program related activities. The goal of obtaining these services is to increase the awareness and new funded accounts of the CalABLE Program in California and nationally through marketing, branding, and outreach activities. These activities include a range of marketing approaches designed to educate and raise awareness among targeted consumer groups, including, but not limited to: • Adult individuals with disabilities; • Parents and guardians of children with disabilities; • Members of underrepresented racial, cultural, ethnic, geographic, and linguistic groups with disabilities; • Recipients of benefits such as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI); • Clients of service providers, such as regional centers, independent living centers, family resource centers, assisted living programs, and healthcare providers; • Individuals (including veterans) with disabilities that began between the ages of 26 and 45 who will become eligible January 1, 2026; and • Working adults, including those with disabilities and those who support loved ones with disabilities.
