16073-Attachment RT2 - Proposer Information and References_2-8-23.docx
DOCX document 114 KB Posted
- Attached to
- RFP 16073 - Marketing Technology Services
- Solicitation number
- S-177000-00005746
- Issued by
- Marion County, Oregon
About this file
This document is the Proposer Information and References Response Template for RFP #16073 - Marketing Technology Services issued by the Oregon State Lottery. The RFP is seeking proposals from qualified vendors to provide marketing technology services, including CX, UX, and UI design, digital tools development and integration, custom coding, website and mobile app management, digital strategy and planning, and analytics. Proposers must provide information on their corporate background, experience, existing business relationships, and capabilities related to the requested services. Three client references for similar projects completed within the past five years are required. The RFP is for marketing technology services for the Oregon State Lottery, as well as Marion County and the City of Salem.
The RFP does not provide details on pricing terms, set-asides, incumbent vendors, funding sources, or contract values. However, it does specify that the Proposer must document any assumptions related to their response in the provided table. The contract term and any renewal options are not explicitly stated in the provided materials.
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ATTACHMENT RT2-
Proposer Information and References Response Template
RFP #: 16073
RFP # 16073
Table of Contents
| 1.0 | Proposer Organization Overview | 3 |
| 1.1 | Subcontractor Organization Profile (if applicable) | 3 |
| 2.0 | Proposer Corporate Background and Experience | 5 |
| 2.1 | Proposer’s Corporate Background | 5 |
| 2.2 | Proposer Background and Experience | 5 |
| 2.3 | Existing Business Relationships with Current Digital Partners and Gaming Vendors | 5 |
| 2.4 | Existing Business Relationships with the State of Oregon | 5 |
| 2.5 | Business Disputes | 6 |
| 2.6 | Experience with CX, UX, and UI Design, Development, and Consultation | 6 |
| 2.7 | Experience with Digital Tools Development, Integration, and Support | 6 |
| 2.8 | Experience with Custom Coding, Integrations, and Tools Development | 7 |
| 2.9 | Experience with Website and Mobile App Management and Ongoing Support | 7 |
| 2.10 | Experience with Digital Strategy, Consulting, and Planning | 8 |
| 2.11 | Experience with Analytics | 8 |
| 2.12 | Value-Added Capabilities and Services | 8 |
| 2.13 | Proposer’s Service Level Agreement | 8 |
| 3.0 | Proposer References | 9 |
| 4.0 | General Assumptions | 11 |
Oregon State Lottery
RFP #: 16073 MARKETING TECHNOLOGY SERVICES
Response Template - Proposer Information and References
Proposer Organization Overview Instructions: Provide all relevant information regarding the general profile of the Proposer. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal.
Proposer Organization Profile
PROPOSER ORGANIZATION PROFILE
Company Name
Name of Parent Company
Type of Legal Entity
Last Fiscal Year Company Revenue
Last Fiscal Year Company Net Income
% of Revenue from State and Local Government Clients in the United States
Number of Years in Business
Number of Years Proposer has been Providing the Type of Services Specified in the RFP
Number of Employees Providing the Type of Services Specified in the RFP
Headquarters in the USA
Locations in the USA
1.1 Subcontractor Organization Profile (if applicable)
The Proposer should only complete this section if proposing subcontractors as part of the Proposal.
Instructions: Provide all relevant information regarding the profile of each subcontractor. This section should be duplicated in its entirety for each subcontractor included. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal.
Subcontractor Organization Profile
SUBCONTRACTOR ORGANIZATION PROFILE
Subcontractor Name
Type of Legal Entity
Last Fiscal Year Company Revenue
Last Fiscal Year Company Net Income
Services to be Provided
Experience of Subcontractor in Performing the Services to be Provided
Brief Description and Number of Projects that Proposer has Partnered with this Subcontractor on
Locations Where Work is to be Performed
Proposer Corporate Background and Experience Proposer’s Corporate Background Instructions: Describe the Proposer’s corporate background as it relates to Marketing Technology services similar in scope and complexity to the Services described in this RFP.
(Limit: 3 pages)
<Response> Proposer Background and Experience Instructions: The Proposer should describe its capabilities to support a project similar in scope and complexity to the Services described in this RFP, including an overview of the relevant organizations.
In addition, discuss the Proposer’s experience with at least five (5) previous projects providing Marketing Technology services in the last five (5) years for state and local government and private sector clients. The details should include the Proposer’s understanding of the relevant domain, and the Proposer’s experience in the public and private sectors. The experience must be related to projects similar in scope and complexity to the Services described in this RFP.
(Limit: 2 pages)
Existing Business Relationships with Current Digital Partners and Gaming Vendors Instructions: The Proposer should describe the partnerships. Discuss how Proposer’s relationship with each vendor or partner prepares Proposer to work with Lottery.
(Limit: 1 page)
Existing Business Relationships with the State of Oregon Instructions: Describe any existing or recent (within the last five (5) years) business relationships the Proposer or any of its affiliates and proposed subcontractors has with the State of Oregon.
Business Disputes Instructions: Provide details of any disciplinary actions and denote any that are pending litigation or Terminated for Cause or Convenience and associated reasons. Also denote any other administrative actions taken by any jurisdiction or person against the Proposer. List and summarize all judicial or administrative proceedings involving sourcing activities, claims of unlawful employment discrimination and anti-trust suits in which the Proposer has been a party within the last three (3) years with domestic State and Local Government organizations. If the Proposer is a subsidiary, submit information for all parent companies. If the Proposer uses subcontractors, associated companies and consultants that will be involved in any phase of this engagement, provide the same information for each of these entities.
Experience with CX, UX, and UI Design, Development, and Consultation Instructions:
· Provide an overview of Proposer’s experience with CX, UX, and UI design, development, integration, and consultation.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with one of the above functions, and lessons learned.
Experience with Digital Tools Development, Integration, and Support Instructions:
· Provide an overview of Proposer’s experience with digital tools development, integration, and support.
· Provide a brief summary that confirms Proposer’s experience with Azure, Xamarin, WordPress, CIAM, DAM, API, and/or other cloud-based systems.
· Provide an overview of Proposer’s experience with digital gaming systems and integrations.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with SAAS provider, and lessons learned.
Experience with Custom Coding, Integrations, and Tools Development Instructions:
· Provide an overview of Proposer’s experience with custom coding, integrations, and tools development.
· Provide an overview of Proposer’s experience with website and mobile app development and integrations with APIs and systems.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with a client’s code and completed integration, and lessons learned.
Experience with Website and Mobile App Management and Ongoing Support Instructions:
· Provide an overview of Proposer’s experience with website and mobile app management and ongoing support. Include experience with regular maintenance updates and bug resolution in regard to platform and technology updates, usability and accessibility standards.
· Provide an overview of Proposer’s experience with developing specifications and requirements for maintenance, upgrades, and enhancements to platforms, written code and digital tools.
· Provide an overview of any previous projects, what roles were performed, and lessons learned.
Experience with Digital Strategy, Consulting, and Planning Instructions:
· Provide an overview of Proposer’s experience with digital strategy, consulting, and planning.
Experience with Analytics Instructions:
· Provide an overview of Proposer’s experience with analytic tools, website and mobile app analysis and consultation.
Value-Added Capabilities and Services Instructions:
· Provide an overview of additional Marketing Technology sub-stacks, capabilities, and areas of expertise offered by Proposer that are outside the stated services in RFP Section 3.1, Scope of Potential Services.
Proposer’s Service Level Agreement Instructions:
· Provide a copy of Proposer’s service level agreement(s) for the Services described in RFP Section 3.1, Scope of Potential Services.
| 3.0 | Proposer References |
| To satisfy the mandatory qualifications, the Proposer must include references from Proposer’s three (3) most recently completed projects, located within the USA and which are of similar complexity and scope as described in this RFP. Each reference chosen should clearly demonstrate the Proposer’s ability to perform the Scope of Potential Services described in the RFP. References must be able to verify the quality of previous related work. |
Lottery may check to determine if references provided support Proposer’s ability to comply with the requirements of this RFP. Lottery may use references to obtain additional information, or verify any information needed. Lottery may contact any reference (submitted or not) to verify Proposer’s qualifications.
Proposer shall send the RT6 – RFP Reference Response Template to its references. Reference forms must be completed by the reference and sent direct to the SPC. Reference forms must be received by the SPC prior to RFP Closing. Reference forms not received before Closing will not be scored.
Instructions: Provide the information requested in the tables below. The tables may be replicated if the Proposer would like to include more than three (3) references. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal.
Reference 1
PROPOSER INFORMATION
| Proposer Name: |
| Proposer Contact/Name: |
| Project Dates: |
| Proposer Contact Phone: |
CUSTOMER INFORMATION
| Client Organization: |
| Client Contact Name: |
Client Phone:
| Client Address: |
| Client Email: |
Client Fax:
KEY PERSONNEL ASSIGNED TO THE REFERENCED PROJECT
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
PROJECT INFORMATION
Project description:
| Project Contract Value: |
| Contract Term: |
| Project Start Date: |
| Project Completion Date: |
Reference 2
PROPOSER INFORMATION
| Proposer Name: |
| Proposer Contact/Name: |
| Project Dates: |
| Proposer Contact Phone: |
CUSTOMER INFORMATION
| Client Organization: |
| Client Contact Name: |
Client Phone:
| Client Address: |
| Client Email: |
Client Fax:
KEY PERSONNEL ASSIGNED TO THE REFERENCED PROJECT
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
PROJECT INFORMATION
Project description:
| Project Contract Value: |
| Contract Term: |
| Project Start Date: |
| Project Completion Date: |
Reference 3
PROPOSER INFORMATION
| Proposer Name: |
| Proposer Contact/Name: |
| Project Dates: |
| Proposer Contact Phone: |
CUSTOMER INFORMATION
| Client Organization: |
| Client Contact Name: |
Client Phone:
| Client Address: |
| Client Email: |
Client Fax:
KEY PERSONNEL ASSIGNED TO THE REFERENCED PROJECT
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
| Name: (Add more rows as needed) |
| Role: (Add more rows as needed) |
PROJECT INFORMATION
Project description:
| Project Contract Value: |
| Contract Term: |
| Project Start Date: |
| Project Completion Date: |
| 4.0 | General Assumptions |
| Instructions: Document the assumptions related to this Response Template in the following Table. Add rows as necessary. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal. |
Proposer Experience Assumptions
| ITEM # |
| REFERENCE (SECTION, PAGE, PARAGRAPH) |
| DESCRIPTION |
| RATIONALE |
1.
2.
3.
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