16073-Attachment RT3 - Proposer Organization and Staffing_2-8-23.docx

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Attached to
RFP 16073 - Marketing Technology Services
Solicitation number
S-177000-00005746
Issued by
Marion County, Oregon

About this file

This document is an Attachment RT3 - Proposer Organization and Staffing Response Template related to RFP # 16073 for Marketing Technology Services issued by the Oregon Lottery. The RFP involves the jurisdictions of Marion County and Salem City. The Response Template requires proposers to identify key personnel, provide details on staff experience and qualifications, submit resumes, describe work locations and collaboration approaches, and document any relevant assumptions. The RFP seeks proposals for marketing technology services, including a project manager, mobile app/software developer, web developer, and subject matter experts in customer experience, user experience, and accessibility. The proposal responses are due on February 8, 2023.

The document outlines specific requirements for the key personnel, including minimum years of experience in the proposed roles. Proposers must also describe how their team will effectively collaborate with the Lottery, including the use of any offshore staff. The document includes instructions and templates for proposers to complete and submit as part of their response to the RFP.

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Attachment RT3 - Proposer Organization and Staffing Response Template

RFP # 16073

RFP # 16073

Table of Contents

1.0Proposer Key Persons3
2.0Staff Experience4
3.0Resumes5
4.0Work Locations5
5.0General Assumptions5

RFP # 16073 MARKETING TECHNOLOGY SERVICES

Attachment B – Key Person

Proposer Key Persons Instructions: The Proposer should identify Key Persons for the Key Person Requirements, as described in the RFP Section 4.5.4. Fill in the following table detailing the Key Persons identified for this RFP. 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. One Key Person may fill multiple roles; and a role may be filled by more than one Key Person to support and meet Lottery’s minimum and desired qualifications.

Proposer Key Persons

ROLE

(REFER TO SECTION 4.3.2)

NAME AND TITLE
EXPERIENCE IN PROPOSED ROLE (YEARS)
NAME OF THREE MOST RECENT RELEVANT PROJECTS AND KEY PERSON’S ROLE FOR EACH

Project Manager

Backup Project Manager

Account Manager

Mobile App / Software Developer

Backup Mobile App / Software Developer

Web Developer

Backup Web Developer

Marketing Technology Subject Matter Expert: CX

Marketing Technology Subject Matter Expert: UX

Marketing Technology Subject Matter Expert: ACCESSIBILITY

Staff Experience Instructions: Provide details regarding the qualifications and experience for the proposed Key Persons. The details must include duration of the experience and an overview of the project scope, as it relates to the scope of this RFP. Duplicate Table 2 in its entirety, once per each Key Person. Do not change any of the completed cells. Any changes to the completed cells could lead to the disqualification of the Proposal.

Staff Experience Team Member Name:

Description of Qualifications and Experiences

Experience working in the proposed role and engagements with similar scope and complexities
Years of Experience:
Brief Description:

INDIVIDUAL QUALIFICATIONS

Certifications (if applicable…add lines, if needed).

Name of Certification:
Certification or Member Number:
Earned Date:
Expiration Date:

Resumes Instructions: Attach a professional resume for each proposed Key Person to this section of the Proposal. Each resume should demonstrate experience relevant to the position proposed. The resume should include work on projects cited under the Proposer’s corporate experience, and the specific functions performed on such projects. (limit 1 page per Key Person)

<Response> Work Locations The Scope of Potential Services requires significant collaboration. Although face-to-face allows for the most effective collaboration, Lottery recognizes tools can enable effective collaboration between sites.

Instructions: Describe the locations where the Proposer is proposing work associated with this RFP to be performed. Include a justification of Proposer’s proposed approach and how this approach aligns with the needs and expectations captured in the RFP. Include a description of how Proposer’s team expects to interact with Lottery and the collaboration tools Proposer’s organization plans to leverage to enable effective collaboration even when working off-site.

If the Proposer plans to use any overseas staff, the response must include a discussion regarding the processes, approaches, and tools the Proposer will use to effectively manage and oversee their performance. (limit 2 pages)

<Response> 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.

Table 5Proposer Experience Assumptions
ITEM #
REFERENCE (SECTION, PAGE, PARAGRAPH)
DESCRIPTION
RATIONALE

1.

2.

3.

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