20075_Attachment RT2 - Proposer Information and References_(12-06-23).docx
DOCX document 113 KB Posted
- Attached to
- RFP 20075 - Creative Services
- Solicitation number
- S-177000-00008875
- Issued by
- Marion County, Oregon
About this file
The document is an Attachment RT2 - Proposer Information and References for RFP #20075 - Creative Services issued by the Oregon Lottery. The RFP seeks proposals from qualified firms with expertise in delivering creative marketing services. The RFP requires proposers to provide information on their corporate background and experience, as well as references for similar projects completed within the last 5 years. Key details requested include the proposer's organization profile, subcontractor information (if applicable), relevant experience in strategic planning, creative development, and production planning and execution. Proposers are also required to provide case studies demonstrating their ability to impact public perception and effectively communicate across multicultural and diverse audiences. The contract will be awarded to service the state of Oregon, with a focus on Marion County and the city of Salem.
The RFP does not provide specific pricing terms or set-asides. Proposers are required to document any assumptions related to their response. The contract term and renewal options are not specified in the provided documents.
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ATTACHMENT RT2-
Proposer Information and References Response Template
RFP #: 20075
RFP # 20075
Table of Contents
| 1.0 | Proposer Organization Overview | 3 |
| 1.1 | Subcontractor Organization Profile (if applicable) | 4 |
| 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 the State of Oregon | 5 |
| 2.4 | Business Disputes | 5 |
| 2.5 | Experience with Strategic Planning | 6 |
| 2.6 | Experience with Creative Development | 6 |
| 2.7 | Experience with Production Planning and Execution | 6 |
| 2.8 | Value-Added Capabilities and Services | 7 |
| 2.9 | Case Studies | 7 |
| 3.0 | Proposer References | 9 |
| 4.0 | General Assumptions | 11 |
Oregon State Lottery
RFP #: 20075 CREATIVE 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
Yearly gross Company revenues for each of the last three (3) calendar years for Oregon focused services performed within the state of Oregon or southwestern Washington
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
Number of full-time, non-contract, non-freelance staff performing Oregon focused services within the state of Oregon or southwestern Washington
Headquarters location (must be within the state of Oregon or southwestern Washington).
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 and creative 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 three (3) previous projects providing marketing and creative 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 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.
(Limit: 1 page)
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.
(Limit: 1 page)
Experience with Strategic Planning Instructions:
· Provide an overview of Proposer’s experience with Strategic Planning as described in Section 3.1.1 of the RFP.
· Provide an overview of any previous projects, what roles were performed, and lessons learned.
· Provide an overview of Proposer’s experience with communication, branding, and messaging that is culturally competent and contextually relevant to diverse audiences throughout Oregon as further described in Section 3.1.1.2 of the RFP.
Experience with Creative Development Instructions:
· Provide an overview of Proposer’s experience with creative development as described in Section 3.1.3 of the RFP.
· Provide an overview of Proposer’s experience with inclusive multicultural communications.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with its client, and lessons learned.
Experience with Production Planning and Execution Instructions:
· Provide an overview of Proposer’s experience with production planning and execution as described in Section 3.1.4 of the RFP.
· Provide an overview of Proposer’s experience producing and delivering production deliverables related to communications and multi-channel advertising.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with its client, and lessons learned.
Value-Added Capabilities and Services Instructions:
· OPTIONAL: Provide an overview of additional creative marketing capabilities, and areas of expertise offered by Proposer that are outside the stated services in RFP Section 3.1, Scope of Potential Services. Leave blank if not applicable.
Case Studies Instructions:
Provide a response of no more than three (3) single sided 8.5” x 11” pages, to the case study details described below. At a minimum, the case study should succinctly state the objective, strategies, and outcomes associated with the case study provided. “Illustrative Case Study Samples” may be provided. Illustrative Case Study Samples must be provided in an electronic format as part of the proposal response content. Hard copies will not be accepted. ELECTRONIC LINKS WILL NOT BE ACCEPTED.
Case Study Experience:
· Describe a campaign or series of campaigns Proposer has developed and produced that measurably impacted public perception or favorability of a brand.
· Include a discussion of Proposer’s strategy relative to both awareness and engagement across key audience segments.
· Include examples of how the campaign communicated across multicultural and diverse audiences in a culturally competent and effective way.
(Limit: 3 pages)
| 3.0 | Proposer References |
| To satisfy the mandatory qualifications, the Proposer shall include references from three (3) of Proposer’s projects completed within the last five (5) years, 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. 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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