22025_MEDIA_Attachment RT2 - Proposer Information and References_clean_12-11-25.docx
DOCX document 115 KB Posted
- Attached to
- RFP 22025 for Media Planning/Buying Services
- Solicitation number
- S-177000-00015542
- Issued by
- Marion County, Oregon
About this file
This is a response template for RFP #22025 Media Services issued by the Oregon State Lottery, detailing the required submission format for proposers bidding on media planning and buying services. Proposers must complete Attachment RT2 to provide comprehensive information about their organization, corporate background, experience, and qualifications. The submission requires documentation of media planning and consulting capabilities, media buying experience, and additional media services offerings. Proposers must submit three case studies demonstrating their most innovative Oregon-based media strategy from the past 24 months, their approach to integrating multicultural and diverse audiences, and their adaptation to changing digital media channels. The proposal must include mandatory references from three projects completed within the last five years in the United States that demonstrate similar complexity and scope to the services described in the RFP.
The template requires proposers to provide detailed organizational profile information including company revenues for the last three calendar years, net income, percentage of revenue from state and local government clients, years in business, number of employees dedicated to the specified services, and headquarters location within Oregon or southwestern Washington. Proposers must disclose any existing or recent business relationships with the State of Oregon, business disputes, disciplinary actions, or administrative proceedings from the last three years. The template includes structured sections for subcontractor information if applicable, corporate background descriptions limited to three pages, background and experience discussions limited to two pages, and separate experience overviews for media planning, media buying, and additional services each limited to three pages. References must complete form RT6 and submit directly to the State Procurement Commission prior to the RFP closing date to be scored.
View the file
Other files
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
ATTACHMENT RT2-
Proposer Information and References Response Template
RFP #: 22025
RFP # 22025 Media
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 Media Planning and Consulting | 6 |
| 2.6 | Experience with Media Buying | 6 |
| 2.7 | Experience with Additional Media Services | 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 #: 22025 MEDIA 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. For clarification, staff performing work outside of Oregon or southwest Washington will not be included as part of the required minimum for this section.
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 media planning and buying 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 media planning and buying 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 Media Planning and Consulting Instructions:
· Provide an overview of Proposer’s experience with Media Planning and Consulting 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 the services described in Section 3.1.1.2.3 of the RFP.
Experience with Media Buying Instructions:
· Provide an overview of Proposer’s experience with media buying as described in Section 3.1.3 of the RFP.
· Provide an overview of Proposer’s experience with Media Evaluation, Reporting, and Analysis as described in Section 3.1.3.4.
· Provide an overview of any previous projects, what roles were performed, how Proposer interacted with its client, and lessons learned.
Experience with Additional Media Services Instructions:
· Provide an overview of Proposer’s experience with additional media services as described in Section 3.1.5 of the RFP.
· Provide an overview of Proposer’s portfolio of software, services, and digital tools that support client’s marketing goals, objectives, and initiatives as described in section 3.1.5 of the RFP
· 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 value-added media planning and buying related 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:
· Provide Proposer’s most innovative Oregon-based media strategy, media plan, and media buy during the past 24 months; and describe the resulting outcome.
· Describe how Proposer integrates multicultural and diverse audiences into its Oregon-based media planning and buying and include examples.
· Describe how Proposer has stayed current with rapidly changing digital media channels and how these changes have impacted Proposer’s media planning process and ongoing media buy stewardship.
| 3.0 | Proposer References |
| To satisfy the mandatory qualifications, the Proposer must 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.
image1.jpg
File details come from the government source that posted it. Updated .