RFP 170-4437-25 Attachment H Checklist_Draft.docx
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- Solicitation number
- S-17000-00015408
- Issued by
- Marion County, Oregon
About this file
This is a proposal submission checklist for RFP 170-4437-25, issued by the State of Oregon for marketing services related to OregonSaves, an auto-IRA program. The Network is seeking a technical assessment and digital marketing plan that evaluates the retirement industry landscape and identifies digital marketing opportunities comparable to other auto-IRA programs. Bidders must submit a comprehensive proposal package that includes a Requirements Matrix, Project Implementation Plan and Timeline, completed Reference Survey, organizational strength documentation with key personnel resumes, and compliance documentation. All proposals must be accompanied by the specified attachments, including a Disclosure Exemption Affidavit, Information and Certification Sheet, Price Proposal, Certified Disadvantaged Business Outreach Plan, Responsibility Inquiry Form, OST Security Questionnaire, and SOC 2 Confirmation, along with proposed Terms and Conditions and a Sample Agreement.
The checklist serves as a reference guide to ensure complete submission of all required documentation; however, prospective bidders are directed to consult the actual RFP for comprehensive submission requirements and any additional details regarding pricing terms, evaluation criteria, contract timeline, or award dates. No specific information regarding contract value, set-asides, incumbent contractors, funding sources, or submission deadlines is contained in this checklist document.
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Attachment H Checklist
RFP Check List
RFP 170-4437-25
OR Saves Marketing
The following items MUST be submitted with your proposal:
☐ Proposal – To address each of the requirements:
· Exhibit 1 – Requirements Matrix
· Project Implementation Plan and Timeline
· Attachment D – Reference Survey (Completed and E-mailed by the Reference to SPC)
· Strength of Organization/Experience
· Key Persons and Resumes
· Attachment E – Price Proposal
| ☐ | Attachment B – Disclosure Exemption Affidavit | |
| ☐ | Attachment C – Information and Certification Sheet | |
| ☐ | Attachment F – Certified Disadvantaged Business Outreach Plan | |
| ☐ | Attachment G – Responsibility Inquiry Form | |
| ☐ | Attachment J – OST Security Questionnaire | |
| ☐ | Attachment K - SOC 2 Confirmation | |
| ☐ | Terms and Conditions | |
| ☐ | Sample Agreement |
This checklist is provided to you as a reference. Please refer to the actual RFP for all submission requirements.
Attachment B: Disclosure Exemption Affidavit
170-OST3830-21 2
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File details come from the government source that posted it. Updated .