RFP 170-4437-25 Attachment D Reference Check Form.docx

This is a Reference Check Form attachment for Request for Proposal 170-4437-25 issued by the Oregon State Treasury for Oregon Retirement Savings Marketing Services. The form functions as a standardized template for proposers to submit contact information for professional references that will be used during the vendor evaluation process. The form requires proposers to provide details for a minimum of three references and one optional fourth reference, with each reference entry requesting the company name, contact person name, telephone number, and email address. The RFP opened on November 19, 2025, with proposals due on January 27, 2026, at 12:00 PM Pacific Time. The Notice of Intent to Award is expected around March 16, 2026, and the initial contract term is anticipated to be five years with options for unlimited renewals.

The Reference Check Form is a component of the broader evaluation criteria, which allocates up to 1,100 points across organizational strength and experience, understanding of services, key personnel and resumes, project implementation plan, sample marketing plan, and price proposal. Proposers must demonstrate at least five years of digital marketing experience and successfully complete Treasury security vetting as minimum qualifications. The form references Attachment C, the Proposer Information and Certification Sheet, indicating it is part of a comprehensive proposal package. The state encourages participation from small businesses certified by the Oregon Certification Office for Business Inclusion and Diversity, and proposers employing 50 or more full-time employees with contracts exceeding $500,000 must provide a Pay Equity Compliance Certificate prior to contract execution.