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Invest Puerto Rico·Puerto Rico

Design & Implementation of a Qualified Private Promoter Program for Invest Puerto Rico

Closes 11/7/2025$200k – $500kRequest for Proposal
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Description

Invest Puerto Rico is seeking a consultant to design and launch a “Qualified Private Promoter Program” that will attract external investors and channel incentive‑driven projects through a structured, success‑fee model. The work is split into two phases: Phase I (Dec 2025‑Feb 2026) focuses on market analysis, ROI modeling, program design, KPI dashboards, regulatory documentation, training curriculum, and promotional toolkits. Phase II (Mar‑May 2026) delivers a Salesforce‑based CRM integration, a Tableau‑driven reporting suite, an incentive‑tracking system that calculates promoter fees based on tax‑revenue shares, and a full legal/administrative framework (contracts, ethics guidelines, payment workflows). The consultant must coordinate with IPR, DDEC, Hacienda, and the Fiscal Oversight & Management Board, and must be capable of delivering two milestone‑based deliverables with payments of 60 % after Phase I and 40 % after Phase II. • Perform market & ROI analysis to quantify potential revenue from private promoters. • Design the full program architecture, including KPIs, dashboards, training, and promotional materials. • Configure and extend the existing Salesforce Government Cloud (10 Enterprise licenses) and Tableau reporting to capture promoter activities and calculate fee payouts. • Draft legal contracts, ethics policies, and multi‑agency payment workflows aligned with Act 13‑2017 and Act 60‑2019.

Attached files

Contact

John Bozek(Chief Strategy and Research Officer)

[email protected]

Key dates

Opened
10/16/2025
Questions due
10/24/2025
Closes
11/7/2025
Projected award
11/17/2025
Duration
6 months

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541618

Budget estimate

$200,000 – $500,000

The solicitation does not disclose a contract ceiling. A comparable six‑month, two‑phase public‑sector consulting engagement that includes market research, program design, CRM configuration, and legal framework drafting typically ranges from $200,000 to $500,000 depending on consultant seniority, licensing costs for Salesforce extensions, and the depth of deliverables. The 60 %/40 % milestone payment structure suggests a total fixed‑price award; we estimate the lower bound for a small‑to‑mid‑size firm at ~$200k and the upper bound for a larger, highly specialized firm at ~$500k.

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