RFP 170-4437-25 Attachment H Checklist_Revision 1.docx
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- Solicitation number
- S-17000-00015408
- Issued by
- Marion County, Oregon
About this file
This is a submission checklist for RFP 170-4437-25 issued by the Oregon State Treasury for Oregon Retirement Savings Marketing Services. The RFP seeks a qualified vendor to develop a comprehensive technical assessment and digital marketing plan for the OregonSaves auto-IRA program, including research, strategic framework development, and recommendations for targeted campaign strategies. The RFP opened on November 19, 2025, with proposals due January 27, 2026, at 12:00 PM Pacific Time. Questions must be submitted by December 19, 2025. The Notice of Intent to Award is expected around March 16, 2026. The initial contract term is anticipated to be five years with unlimited renewal options. All Phase 1 activities must be completed no later than September 30, 2026.
Proposers must submit all required attachments including a proposal addressing the requirements matrix, project implementation plan and timeline, strength of organization/experience documentation, key persons and resumes, price proposal, disclosure exemption affidavit, information and certification sheet, disadvantaged business outreach plan, responsibility inquiry form, OSC security questionnaire, SOC 2 confirmation, and any edits to the sample contract. Evaluation will award a maximum of 1,100 points across six key areas: organizational strength and experience (200 points), understanding of services (200 points), key personnel and resumes (150 points), project implementation plan (200 points), sample marketing plan (150 points), and price proposal (200 points). Pricing will be competitively scored with the lowest proposal receiving 100 points, the second lowest 75 points, and the third lowest 50 points. The State of Oregon encourages small business participation and the submission includes requirements for disadvantaged business enterprise, minority-owned, women-owned, service-disabled veteran-owned, and emerging small business certifications. Proposers employing 50 or more full-time employees with contracts exceeding $500,000 must provide a Pay Equity Compliance Certificate prior to contract execution.
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Attachment H Checklist
RFP Check List
RFP 170-4437-25
[OR Saves Marketing] Oregon Retirement Savings Marketing Services
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)] Attachment D - Reference Check Form
· 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] Edits to the Sample Contract, if any |
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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