Death_Audit_Services.pdf

Event Description THIS IS A FORMAL EVENT/REQUEST FOR PROPOSAL. Non-electronic and email responses WILL NOT BE ACCEPTED. The response must be submitted through the SWIFT Supplier Portal no later than the date and time called for in the Event.

PURPOSE. The purpose of the solicitation is to receive responses and award a contract with a contractor for the Death Audit Services.

CONTRACT TERM. The anticipated initial contract term will be from December 2026, or the date of contract execution whichever occurs later, through November 2028, with the option to extend up to an additional three

(3) years in increments determined by the State.

SUBMITTING QUESTIONS. The deadline for submitting questions is September 2, 2026, at 3:00 p.m., Central Time.

Questions must be submitted in writing to Elizabeth Huebner at Elizabeth.Huebner@state.mn.us. All questions received by the cutoff date and time will be responded to via an addendum.

SWIFT HELP DESK. Responders needing help with registration or assistance navigating the SWIFT system may contact the Vendor Assistance Helpdesk at 651.201.8100 Option 1.

General Comments

* Review the following documents prior to submitting a response:

1. Event Details

2. Solicitation Content

3. Solicitation Attachments

4. Sample Contract

5. Price Schedule (Exhibit D to the Sample Contract, attached as a separate document)

You may include supplemental information with your response, but you must use Exhibit D, Price Schedule, when responding to this solicitation. Failure to use this form to respond may result in the State rejecting your response.

Submit all requested documentation, including, but not limited to, the following documents:

1. Attachment A: Responder Declarations

2. Attachment B: Exceptions to State's Standard Terms and Conditions

3. Attachment D: Workforce and Equal Pay Declaration Page

4. Attachment E: Additional Information

5. Attachment F: Supplement 2: Response Document

Prior to an Award, the following must be provided:

a. A copy of your company’s Service Organization Controls (SOC) report (SOC1 Type 1 and SOC 2 Type 2 preferred);

b. A cybersecurity attestation letter or other third-party document. The documentation must validate the adequacy and effectiveness of your company’s security controls, business continuity, and disaster preparedness best practices. Examples of acceptable third-party documents include a National Institute of Standards and Technology (NIST) Compliance Report or internal and external audits that provide the required information; and

c. As part of the security assessment process, you will be required to complete the Vendor Security Risk Assessment Questionnaire. Attachment F, Supplement 3: PERA Vendor Risk Assessment Questionnaire

DO NOT INCLUDE Non-Public/Trade Secret data (as defined by Minn. Stat. § 13.37).

Event Details

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 1 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

In order to participate in this event YOU MUST BE REGISTERED as either a bidder or a supplier.

General Questions Question Ideal Response

DIVERSITY AND INCLUSION

Is your business based in Minnesota and considered small according to the OSP small business size standards? The link below provides size standard requirements. Please note (all web addresses can be copied and pasted into a web browser for further review) https://mn.gov/admin/business/vendor-info/oep/sbcp/size/

And:

Is your business a for-profit business that is majority owned, operated and controlled by:

• a racial minority,

• a woman,

• a person with a substantial physical disability,

• a veteran or service-disabled veteran, or is your business

• located in, or the owner lives in, an economically disadvantaged county?

( http://mn.gov/admin/business/vendor-info/oep/sbcp/ed/counties )

If your company meets these basic criteria, it may be eligible for certification in the state’s Small Business Procurement Program. For more information on eligibility requirements please visit https://sbcp.mn.gov/.

You can also contact the Office of Equity in Procurement at Procurement.Equity@state.mn.us or 651-201-2402 for further information.

• Do you believe your company meets the criteria listed above?

• Your response to this question is for informational purposes only. If you select YES, and are not certified, a member of the Office of Equity in Procurement will contact you to provide additional information regarding the State’s Small Business Procurement Program. (Responders must select Yes or No to continue submitting their response.)

Required: Yes Ideal Resp Reqd? No

Response Comments

Upload all required or requested attachments here.

Required: Yes Ideal Resp Reqd? No

A file attachment is required to satisfy this question.

Your bid will need to be edited online to include attachment responses.

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 2 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

Response Comments

If you fail to upload attachments requested in the solicitation, your response may be disqualified. Have you uploaded the required or requested attachments? (Yes / No)

Required: Yes Ideal Resp Reqd? No

Response Comments

A Price Schedule in Excel® 97-2003 WORKSHEET (.xls), or Microsoft Excel® 2010 Worksheet (.xlsx) is attached to this Event. You must ‘download’ and save the Excel® Price Schedule to your desktop before you can begin filling in your offer and complete the Price Schedule. You must ‘upload/attach’ the completed Price Schedule to the Event.

Enter a quantity of 1, and a unit price of .01 for the event line(s) where a price schedule is used as the response.

DO NOT SELECT: ‘I DECLINE TO BID ON THIS LINE’! Selecting this box may cause your response to be rejected.

Responses will only be accepted on the Price Schedule included with the Event. The completed Price Schedule should be uploaded in either a Microsoft Excel® 97-2003 Worksheet (.xls), or Microsoft Excel® 2010 Worksheet (.xlsx). The State reserves the right to reject Price Schedules submitted in any other format. Other Excel® file extensions that MAY be compatible are: .xlsm, .xlt, .xltm, and .xlw.

Once you have completed and submitted your response, you will receive a system confirmation message that your response has been ‘accepted’. Lines with a Price Schedule attached to them will show as $0.01. Print and save the confirmation for your file. If you’re having trouble submitting your response or attaching your Price Schedule, call the Help Desk at 651-201-8100 – Option No. 1.

Required: Yes Ideal Resp Reqd? No

A file attachment is required to satisfy this question.

Your bid will need to be edited online to include attachment responses.

Response Comments

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 3 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

INSURANCE:

If awarded, will you provide proof of insurance as detailed in the event?

Required: Yes Ideal Resp Reqd? No

Response Comments

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 4 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

Line Details No Bid:

Line: 1 Item ID: Line Qty: 1 UOM: EACH Bid Qty: 1 Required: No Reserve Price: No

Description: You MUST enter a bid amount of 0.01 in the Your Unit Bid Price field. . You must use Exhibit D, Price Schedule, when responding to this solicitation.

Question Response What is the price per unit?

Required: Yes Ideal Resp Reqd? No

Response Comments

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 5 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

Bidder Information Firm Name:

Name: Signature: Date:

Phone #: Fax #:

Street Address:

City & State: Zip Code:

Email:

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 6 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

Appendix A - Line Specifications Line: 1 Item ID: Line Qty: 1 UOM: EACH Description: You MUST enter a bid amount of 0.01 in the Your Unit Bid Price field. . You must use Exhibit D, Price Schedule, when responding to this solicitation.

Item Specifications

Manufacturer:

Mfg Item ID:

Item Length: 0 Item Height: 0 Item Width: 0 Dimension UOM:

Item Volume: 0 Volume UOM:

Item Weight: 0 Weight UOM:

Item Size: Item Color:

Shipping Information

Schedule: 1 Ship To: ADMIN OSP EVENTS

ADMIN OSP EVENTS

United States

Quantity: 1 Due Date: 08/26/2026 Freight Terms:

Ship Via:

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 7 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No

Appendix B - Terms & Conditions

1. Please review the attached Terms and Conditions attached to the event.

Last Updated: 12/24/2018

Event Details (cont.)

Bidder: PUBLIC EVENT DETAILS

Agency: Admin/State Procurement Contact: Huebner,Elizabeth A Phone: 651/201-2445 Fax #:

Email: elizabeth.huebner@state.mn.us

Event ID Format Type Page G0210-2000018547 Sell RFx 8 Event Round Version 1 1 Event Name Death Audit Services Start Time Finish Time

08/20/2026 16:30:00 CDT 09/14/2026 15:00:00 CDT

Event Currency: US Dollar Bids allowed in other currency: No