3-RFP 22-033 Business Insurance Broker Services - EXHIBIT 14 - References.xlsx

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Attached to
Business Insurance Broker Services
Solicitation number
S-KS2410-00004698
Issued by
Marion County, Oregon

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This document is an Exhibit 14 - References for an RFP (Request for Proposals) issued by the Salem Area Mass Transit District (SAMTD) for Business Insurance Broker Services. The RFP requires proposers to provide a list of a minimum of five references for work performed in the last three years that is similar in nature to the services being requested. The references must include the customer name, contact information, a summary of the work performed, the initial project timeline, budget, and final cost. The resulting contract will have an initial three-year base term with four additional one-year option periods. The contract will serve SAMTD, which is located in Marion County and the City of Salem, Oregon.

The pricing terms, set-asides, incumbents, funding sources, and amounts are not provided in this document. The focus is solely on the reference requirements for proposers to the RFP for Business Insurance Broker Services.

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Other files

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2-RFP 22-033 Business Insurance Broker Services - EXHIBIT 13 - Price Proposal Form.xlsx XLSX spreadsheet
RFP 22-033 Business Insurance Broker Services - Addendum 1 with Exhibits A-H - Final.pdf PDF
4-RFP 22-033 Business Insurance Broker Services EXHIBIT B Sample Contract.pdf PDF
1- RFP 22-033 Business Insurance Broker Services - Instructions For Proposers Parts 1 thru 4.pdf PDF
Notice of Sole Source Procurement - Edupoint 10.17.22 .pdf PDF
Notice of Intent to Award RFP 22-033 Business Insurance Broker Services~1.pdf PDF

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Sheet1

EXHIBIT #14
REFERENCES

PROPOSER:

*The Proposer shall provide a list of a minimum of five (5) references for work performed in the last three (3) years by the
Proposer itself for work of a similar nature as being requested by SAMTD under this RFP.
* References older than three (3) years may only be included if needed to support this five (5) reference requirement.
REFERENCE 1
Customer Name:
Customer Contact Name and Title:
Contact Phone Number:
Contact Email Address:
Summary of Work Performed:
Initial Project Timeline:
Project Start Date:
Project End Date:
Initial Project Budget:
Final Project Cost:
REFERENCE 2
Customer Name:
Customer Contact Name and Title:
Contact Phone Number:
Contact Email Address:
Summary of Work Performed:
Initial Project Timeline:
Project Start Date:
Project End Date:
Initial Project Budget:
Final Project Cost:
REFERENCE 3
Customer Name:
Customer Contact Name and Title:
Contact Phone Number:
Contact Email Address:
Summary of Work Performed:
Initial Project Timeline:
Project Start Date:
Project End Date:
Initial Project Budget:
Final Project Cost:
REFERENCE 4
Customer Name:
Customer Contact Name and Title:
Contact Phone Number:
Contact Email Address:
Summary of Work Performed:
Initial Project Timeline:
Project Start Date:
Project End Date:
Initial Project Budget:
Final Project Cost:
REFERENCE 5
Customer Name:
Customer Contact Name and Title:
Contact Phone Number:
Contact Email Address:
Summary of Work Performed:
Initial Project Timeline:
Project Start Date:
Project End Date:
Initial Project Budget:
Final Project Cost:

&"Arial,Regular"&8SALEM AREA MASS TRANSIT DISTRICT (SAMTD) Business Insurance Broker Services &"Arial,Regular"&8RFP No. 22-033

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