05_Exhibit_1_-_Executive_Summary_Worksheet.xlsx

This is an Executive Summary Worksheet for a Request for Proposals (RFP) issued by the Oklahoma Office of Management and Enterprise Services (OMES) Central Purchasing division on behalf of the Department of Consumer Credit, with Solicitation Number EV00000925. The solicitation seeks qualified suppliers to provide Credit Counseling Services for consumers, with the resulting contract potentially designated for use as a statewide contract under 74 O.S. § 85.5(G)(3). The worksheet requires bidders to submit comprehensive responses addressing their ability to meet the RFP requirements and Scope of Work, with all responses mandatory for proposal advancement. Failure to respond to any question may result in the proposal being deemed nonresponsive.

Bidders must complete Section Two of the worksheet by providing information on their company background, including length of time in business, company description, organizational structure, years of experience providing similar products or services, core competencies, estimated number of clients, and average client size. Bidders must also confirm whether they are located and operating in the State of Oklahoma and whether they operate as a non-profit organization. All responses must be inserted directly into designated yellow boxes on the worksheet, with additional space provided for responses that exceed the box capacity. The specific pricing terms, funding sources, contract duration, and renewal options are not detailed in this worksheet document.