20075_Attachment RT4 - Forms and Response to Sample MA_(12-06-23).docx
DOCX document 106 KB Posted
- Attached to
- RFP 20075 - Creative Services
- Solicitation number
- S-177000-00008875
- Issued by
- Marion County, Oregon
About this file
This document is the Response Template for RFP #20075: CREATIVE SERVICES issued by the Oregon Lottery. The RFP seeks proposals from qualified firms to provide creative marketing services. The RFP outlines the mandatory forms required for proposal submission, including the Disclosure Exemption Affidavit, COBID Certification/Outreach Plan, Procurement Pre-Assessment Checklist, and Preliminary Security Questionnaire. Additionally, the document lists forms that must be submitted prior to execution of the Master Agreement, such as the Sensitive Procurement Vendor Disclosure, Personal Disclosure, and Vendor Employee Disclosure. The RFP has a scope covering the state of Oregon, with the primary jurisdictions being Marion County and the city of Salem.
The document does not provide details on pricing terms, set-asides, incumbents, funding requirements and sources, or other financial information. It focuses on the administrative requirements for responding to the RFP, including the non-negotiable terms and conditions of the Sample Master Agreement, and the Proposer's commitment to submit the required forms prior to contract execution.
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Text version
RFP # 20075: CREATIVE SERVICES
Response Template – Lottery Forms and Response to Sample Master Agreement
Attachment RT4 Forms and Response to Sample Master Agreement Including Response Template Instructions
RFP # 20075
RFP # 16073
Table of Contents
| 1.0 | Instructions | 1 |
| 2.0 | Sample Master Agreement | 1 |
| 2.1 | Non-Negotiable Terms and Conditions | 1 |
| 2.2 | Other Terms and Conditions | 1 |
| 3.0 | Forms Required | 2 |
| 3.1 | Mandatory Forms Due at Proposal Submission | 2 |
| 3.2 | Mandatory Forms Due Prior to Master Agreement | 3 |
| 3.2.1 | Proposer’s Commitment to Submit Forms Requirements | 3 |
RFP # 20075: CREATIVE SERVICES
Response Template – Lottery Forms and Response to Sample Master Agreement
Instructions The Proposer must review the Sample Master Agreement Attachment R1 - Sample Master Agreement and sign Attachment RT4 - Forms and Response to Sample Master Agreement in order to note the Proposer’s acknowledgement, intent of compliance, and exceptions to the Attachment R1 - Sample Master Agreement. If exceptions are not noted in Attachment RT4 - Forms and Response to Sample Master Agreement of the Proposal but raised during contract negotiations, Lottery reserves the right to discontinue negotiations if, in its sole discretion, deems that to be in the best interests of Lottery.
Sample Master Agreement Non-Negotiable Terms and Conditions Proposers must strictly adhere to the instructions in this RFP and Sample Master Agreement. Failure to follow any instruction within this RFP may, at Lottery’s sole discretion, result in rejection of the Proposer’s Proposal. Please provide a signature stipulating the Proposer’s acknowledgement of these non-negotiable items listed below (and discussed in Section 7.4 of the RFP):
Constitutional requirements Requirements of applicable federal and State law Right to Terminate for Convenience, breach or budgetary reasons;
Time is of the Essence for Contractor’s performance;
Access to Records;
Oregon Law must be the Governing Law;
Venue must be in Oregon; Contractor must consent to jurisdiction in Oregon Circuit court (Marion County) and Oregon federal district court;
Certification of Tax Law Compliance;
No Third-Party Beneficiaries unless identified;
Confidential Information and Public Records Laws;
Foreign Contractor;
Amendments; and Disclosure of Federal Tax Identification Number
| Print Name/Electronic Signature of Authorized Personnel |
| Date |
Other Terms and Conditions Proposers are expected to closely read the Sample Master Agreement and provide a binding signature of intent to comply with the Terms and Conditions. Proposer shall affirmatively indicate acceptance of, or note any exception to, the Terms and Conditions where space is provided below. Any exceptions must include an explanation for the Proposer’s inability to comply with such term or condition and, if applicable, alternative language the Proposer would find acceptable. Rejection of the Terms and Conditions, in whole or in part, or without any explanation, may result in the Lottery’s rejection of Proposal. If an exception concerning the Terms and Conditions is not noted in the Table below, but is raised during contract negotiations, Lottery reserves the right to cancel the negotiation, at its sole discretion, if it deems that to be in the best interests of the Lottery (insert one row per exception).
| Section |
| Proposer’s Explanation (required for any rejection/exception) |
| Proposer’s Proposed Alternative Language (if applicable) |
| Print Name/Signature of Authorized Personnel |
| Date |
Forms Required The tables below capture the forms which the Proposer must submit as part of its Proposal; and which the Proposer must submit prior to execution of a Master Agreement. The forms are available on OregonBuys as attachments in an editable format.
Mandatory Forms Due at Proposal Submission The mandatory forms due at Proposal submission must be completed and included as part of the Proposer’s Proposal. The table below lists all the mandatory forms which must be submitted as part of the Proposer’s proposal. The Proposer must complete each of the forms and provide a copy below the table.
The Proposer must complete submitted as directed with electronic signatures.
| SECTION / TEMPLATE |
| PROPOSAL RESPONSE ITEM |
| COMPLETED AND PROVIDED AS INSTRUCTED? |
| Attachment F1 |
| Disclosure Exemption Affidavit |
| YES |_| NO |_| |
| Attachment F2 |
| COBID Certification / Outreach Plan |
YES |_| NO |_|
| Attachment F6 |
| Procurement Pre-Assessment Checklist |
| YES |_| NO |_| |
| Attachment F7 |
| Preliminary Security Questionnaire |
| YES |_| NO |_| |
| All Addenda to RFP posted on OregonBuys |
| Signed version of each RFP Addendum issued by Lottery |
| YES |_| NO |_| N/A |_| |
<Proposers to provide images of each required form> Mandatory Forms Due Prior to Master Agreement The table below lists the forms which will be required after the Contract is awarded but prior to any work beginning.
| FORM ID |
| FORM NAME |
| COMMENTS |
| Form F3 |
| Sensitive Procurement Vendor Disclosure |
| Required prior to Master Agreement execution |
| Form F4 |
| Personal Disclosure |
| Required prior to Master Agreement execution |
| Form F5 |
| Vendor Employee Disclosure Form 601.13 |
| Required prior to a team member providing services under a Work Order Contract |
Certificate of Insurance
Coverage as required by Master Agreement
Proposer’s Commitment to Submit Forms Requirements Please provide a signature stipulating the Proposer’s commitment to submit all required forms listed in Section 3.2 and complete background checks of all applicable team members.
| Print Name/Electronic Signature of Authorized Personnel |
| Date |
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