ATTACHMENT 04 Offeror Check List.docx

This is an Offeror Checklist for RFP 27-09 issued by the Hawaii Tourism Authority (HTA) for Destination Brand Marketing Services in the Oceania major market area, with primary emphasis on Australia and Aotearoa-New Zealand. Proposals are due August 17, 2026, and the resulting contract will span three years from 2027 through 2029. The scope of services is limited to leisure travel marketing for the Hawaiian Islands, with Meetings, Conventions & Incentives (MCI) market segments expressly excluded. Offerors must submit comprehensive proposal materials including a single PDF file containing a cover page, table of contents, cover letter, organizational capacity statement, professional experience, and brand marketing plan, along with three separate Excel files for budget planning, activity measures, and subcontractor references. Additionally, offerors must submit a second PDF file containing the checklist itself, proposal transmittal letter, corporate resolution, standard qualifications questionnaire, conflict of interest disclosures, contractor references, partnership opportunities, certificate of vendor compliance documentation, and any confidential information list. All offerors must register on HIePRO and provide certification of non-debarment or state that none exists, as well as disclose any exceptions to contract requirements or confirm that none apply.

The RFP requires contractors to submit detailed staffing budgets, travel costs, and retainer fee projections organized across five service categories: Consumer Travel, Trade Public Relations, Co-operative Program, Account Administration, and Other expenses. Contractors must obtain necessary licenses, permits, and tax clearance certificates from the Hawaii Department of Taxation and Internal Revenue Service prior to commencing work and before receiving final payment. All material developed under the contract becomes the property of the State of Hawaii as "works made for hire," with the State retaining exclusive copyright rights. The procurement is governed by Hawaii Revised Statutes Chapter 103D and includes standard provisions for independent contractor status, nondiscrimination compliance, performance standards, modification and change order processes, audit rights, and records retention for a minimum of three years. No specific contract value is disclosed in the posted materials.