06_-_Exhibit_1_-_Scope_of_Work.docx

Exhibit 1

Scope of Services/Statement of Work

General Information Overview

1. The Oklahoma State Treasurer (OST) is issuing a solicitation for the 1) Layout and Design of names and addresses of unclaimed property owners in tabloid form, display advertisements, quarterly advertisements and public service advertisement, 2) Printing of the names and addresses in tabloid form and, 3) Placement of tabloids, display advertisements, quarterly advertisements and public service advertisements in Oklahoma newspapers, pursuant to the provisions of the Uniform Unclaimed Property Act, Title 60 OS Supp. 2007, Section 662.

Interested vendors are not required to bid on all three (3) services

1. Each response must be submitted separately if the vendor is responding on all three (3) services.

2. Vendors may submit an alternate response for all three (3) services combined as long as individual responses are also submitted.

The names for publication will represent owners of intangibles personal property including, but not limited to, unclaimed money accounts of $50.00 and over or as provided by statute, and unclaimed securities. Owners of tangible personal property will include owners of safe deposit box contents.

The names of unclaimed property owners and their addresses will be published according to state statute. The Treasurer will publish at least two (2) notices annually. The frequency of notices is subject to legislative amendment. If deemed necessary, OST may require additional publications during the contract period. Publication dates will be determined by OST.

A list of names and addresses will be provided by the OST either on diskette, file, or computer print-out in alphabetical order by city; segregated by either county, state, territory, possession, or foreign country, after award.

Bids must include a written proposal that specifically addresses the below listed requirements in order of requirement number Layout and Design Bid (Re: Appendix A) The vendor shall create camera-ready art or appropriate digital media for the tabloid The vendor will organize the print for the tabloid into pages of the tabloid to be 11 ½” x 14 ½” or 10” x 21.25” Broadsheets. Output will be in tabloid form on newsprint grade paper or equivalent Layout and design: The information must be typeset in not less than 8-point type. Names must be organized alphabetically by cities, last names first. Overall organization will be in the following order:

State of Oklahoma: By county, and cities within the county All other: Alphabetically by state, territory, possessions, and foreign countries The names of states, counties, territories, possessions, and foreign countries must be in bold face print.

Bid is to include graphics and photographs in four colors on front pages of the tabloid. Information to be included on the front and back pages will be provided by OST (see attached example: Appendix D).

Layout and design for display advertisements for owners in all counties other than Oklahoma and Tulsa will be created. The output will be in the form of camera-ready art or appropriate digital media. The information will include names and addresses by county, and cities within the county. The advertisement size will be no smaller than two columns in width nor no less than nine column inches in length. The information must be typeset in not less than 8-point type. The notice will be typeset as shown in the attached examples, Appendix E, and shall conform to the size requirements of each newspaper in which the ads are to be published.

Layout and design for advertisements promoting the existence of the unclaimed property searchable web site will be created. The output will be camera-ready art or appropriate digital media. The bid will include the preparation of advertisements to be printed in newspapers up to four times per year subject to legislative amendment. The advertisement size will be no smaller than two columns in width nor no less than nine column inches in length. The information must be typeset in not less than 8-point type.

The notice will be typeset as shown in the attached examples, Appendix F, and shall conform to the size requirements of each newspaper in which the ads are to be published. The information required in the publication and recommended format are also shown in the attached examples.

Layout and design for public service advertisements will be created (see attached example: Appendix G). The output will be camera-ready art or appropriate digital media. The bid will include preparation of public service and advertisements prior to actual publication date to be printed in newspapers in which the names will be published.

The Layout and Design Vendor will deliver camera-ready art or appropriate digital media for the tabloid to the Printing Vendor.

The Layout and Design Vendor will deliver camera-ready art or appropriate digital media for the display advertisements, quarterly advertisements, and the public service advertisements to the Placement Vendor.

Duty to communicate with Printing Vendor and Placement Vendor as needed to complete the terms of the bid.

Printing Bid (Re: Appendix B) Print tabloid from camera-ready art or appropriate digital media Printing will be in tabloid form on newsprint grade paper or equivalent Size of the tabloid to be 11 ½” x 14 ½” or 10” x 21.25” Broadsheets.

The information must be typeset in not less than 8-point type. Names must be organized alphabetically by cities, last names first. Overall organization will be in the following order:

State of Oklahoma: By county, and cities within the county All other: Alphabetically by state, territory, possessions, and foreign countries.

The names of states, counties, territories, possessions, and foreign countries must be in bold face print.

Tabloid will be printed to include graphics, and photographs in four colors on front and back pages of the tabloid. Information to be included on the front and back pages will be provided by the OST (see attached example: Appendix D).

The tabloid will be delivered/shipped to the Daily Oklahoman and the Tulsa World according to the Placement Vendor’s instructions.

Printing of the tabloids will need to be completed for insertion into the Daily Oklahoman and the Tulsa World Sunday editions two to four times a year subject to legislative amendment on dates specified by the OST.

Excess tabloids not included in the Daily Oklahoman and the Tulsa World shall be delivered to Oklahoma State Treasurer, Unclaimed Property Division Duty to communicate with Layout and Design Vendor and Placement Vendor as needed to complete the terms of the bid.

Placement Bid (Re: Appendix C 1-4) Placement of the tabloids in the Daily Oklahoman and the Tulsa World will be made in the Sunday editions two to four times a year subject to legislative amendment on dates specified by OST Placement of names and addresses of owners in all counties other than Oklahoma and Tulsa will be made two to four times a year subject to legislative amendment in a newspaper published in the county of the last known address. Said newspaper must be authorized to publish legal notices. Camera-ready art or appropriate digital media created by the Layout and Design Vendor will be submitted/delivered to county newspapers by the Placement Vendor. The advertisement size will be no smaller than two columns in width nor no less than nine column inches in length. The notice will be typeset as shown in the attached examples, Appendix E, and shall conform the size requirements of each newspaper in which the ads are to be published. The information required in the publication and recommended format are also shown in the attached examples.

Placement of display advertisements and public service advertisements in up to 77 remaining counties Placement of quarterly advertisements in up to 75 counties (two to four quarters per year).

Placement of web site promotion advertisements (up to 4 times per year) will be made on dates specified by OST. Camera-ready art or appropriate digital media created by the Layout and Design Vendor will be submitted/delivered to newspapers.

Public service advertisements will be provided prior to the actual publication date to newspapers in which the names will be published. Camera-ready art or appropriate digital media created by the Layout and Design Vendor will be submitted/delivered to newspapers. Such newspapers will be urged to publish the public service advertisements at no charge.

Confirmation of publications will be returned to the Unclaimed Property Division of OST in the form of tear sheets and certification of publications by the newspapers for items 3. a-f above.

Duty to communicate with Layout and Design Vendor and Printing Vendor as needed to complete the terms of the bid The vendor will be responsible for settling any disputes which may arise with any newspaper in which the vendor places tabloids, display advertisements and public service advertisements Vendor Complaints List total number of complaints filed within the last twelve (12) months and number of unsettled claims on file with the Better Business Bureau. Indicate which of these claims have been unsettled more than sixty (60) days.

Vendor Qualifications For each Bid, vendors must include complete written responses to the following requirements in order of requirement number and include specified documentation and any additional information which the bidder finds appropriate.

Vendor Experience Vendor must have had at least four (4) years’ experience in providing services.

Customer References Bidder will provide three (3) major accounts for which the vendor has provided services relevant to this ITB within the past three (3) years (see attached: Appendix H).

Company name Company address Telephone number Contact telephone Contact email address Dates of Service

EVALUATION

Selection Criteria Layout and Design Bid

a) Vendor Qualifications

b) Written Proposal

c) Fees

d) Vendor Complaints

e) References

Printing Bid

a) Vendor Qualifications

b) Written Proposal

c) Fees

d) Vendor Complaints

e) References

Placement Bid Vendor Qualifications Written Proposal Fees Vendor Complaints References

PRICE AND COST

Bid Prices A Statement of Charges will be completed for each bid the vendor submits. Statement of Charges as follows are attached:

Appendix A - Statement of Charges for Layout and Design Appendix B - Statement of Charges for Printing Appendix C-1 - Statement of Charges for Placement - Tabloid Appendix C-2 -Statement of Charges for Placement - Display Advertisements Appendix C-3 -Statement of Charges for Placement - Public Service Ads Appendix C-4 -Statement of Charges for Placement - Website Promotion

APPENDIX A

STATEMENT OF CHARGES FOR LAYOUT AND DESIGN

Layout & Design of Tabloid / Broadsheet to be inserted into the Oklahoman and Tulsa World, creative for display ads in Oklahoma county newspapers, PSA and Web Site Promo ads.

FEE PER INSERTION

· Camera-ready art or appropriate digital media for tabloid

· Camera-ready art or appropriate digital media for Display Ads

· 75 counties maximum

· Camera-ready art or appropriate digital media for Web Site Promo Ads

· 77 counties maximum

· Camera-ready art or appropriate digital media for Public Service Ads

APPENDIX B

STATEMENT OF CHARGES FOR PRINTING

Printing of Tabloid / Broadsheet to be inserted into a Sunday edition of the Oklahoman and Tulsa World.

Number of Tabloid pages Number of Broadsheet pages

Printing Fee per insertion

Fee per insertion Shipping Fee per insertion

Total Print / Delivery for ONE INSERTION

APPENDIX C-1

STATEMENT OF CHARGES FOR PLACEMENT - TABLOID

Placement of Tabloid / Broadsheet Insert into a Sunday edition of the Oklahoman and Tulsa World.

Tabloid PAGE COUNT

Broadsheet PAGE COUNT Actual Display Cost Per Insertion

Percentage Total Display Ad Cost for Per One Insertion

APPENDIX C-2

STATEMENT OF CHARGES FOR PLACEMENT – DISPLAY ADVERTISMEMTS

Placement of Display Advertising in 75 Oklahoma counties.

Tabloid PAGE COUNT

Broadsheet PAGE COUNT Actual Display Cost Per Insertion

Percentage Total Display Ad Cost for Per One Insertion

APPENDIX C-3

STATEMENT OF CHARGES FOR PLACEMENT – PUBLIC SERVICE ADS

Placement of Public Service Advertising in up to 77 Oklahoma counties

APPENDIX C-4

STATEMENT OF CHARGES FOR PLACEMENT – WEBSITE PROMOTIONS

Placement of Web Site Promo Advertising

75 Counties – Newspapers in 75 Counties

2 Counties – Daily Oklahoman and Tulsa World

APPENDIX D

APPENDIX E

APPENDIX F

APPENDIX G

APPENDIX H

Provide names, addresses, and phone numbers of three (3) major accounts for which the vendor has provided services relevant to this RFP within the past three (3) years.

Company Name:

Address:

City, State, Zip:

Telephone #: ----------

Contact Person:

Contact email:

Date(s) of Service:

Company Name:

Address:

City, State, Zip:

Contact Person:

Contact email:

Date(s) of Service:

Company Name:

Address:

City, State, Zip:

Contact Person:

Contact email:

Date(s) of Service:

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