RFP Submission Checklist 7-2025 rvsd.pdf
PDF 264 KB Posted
- Solicitation number
- 21260612171032
- Issued by
- Philadelphia County, Philadelphia City, Pennsylvania
About this file
This is an RFP Submission Checklist document prepared by the Pennsylvania Office of Community Empowerment and Opportunity (CEO) for organizations responding to a solicitation for financial counseling and coaching services and student loan support programs. The checklist outlines all required submission components that prospective vendors must include with their proposals, including documentation of organizational qualifications, experience in financial counseling and coaching, evidence of student loan support capabilities, and relevant certifications or licenses. The checklist serves as a quality control tool to ensure all applicants submit complete and compliant proposals meeting the Commonwealth's standards for this opportunity.
The submission checklist specifies mandatory attachments and documentation requirements that bidders must address to have their proposals deemed responsive and eligible for evaluation. Organizations must verify they have included all required sections before submitting, with the checklist functioning as both a preparation guide and a validation instrument for the procurement process. The document ensures standardized evaluation across all submissions and helps eliminate incomplete applications from consideration during the initial review phase.
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R UEST FOR PROPOSALS (RFP) SUBMISSION CHECKLIST
The below checklist is a tool designed to help Applicants complete, accurate, responsive, and on time application for Professional Services RFP opportunities at or above the formal RFP threshold.
Did you submit the proposal before the stated deadline in the RFP?
D proposal explain how Applicant meets the requirements described by the Department in Section II, “Scope of Work”, in the RFP?
Does your proposal include a Cost Proposal consistent with requirements detailed under “Cost Proposal” in Section II, “Scope of Work”, in the RFP?
Does your proposal meet the overall format and content requirements described in RFP Section III, “Proposal Format, Content, and Submission Requirements; Selection Process?”
Did you review the entire RFP and Contract Attachments, including Appendix A – General Provisions?
Did you state any objections to these General Provisions? You must raise any objections in your proposal. Objections are not favored and may be weighed against your proposal;
additionally, the City need not consider later-raised objections.
Reserved
Did you submit Appendix C: City of Philadelphia Tax and Regulatory Status and Clearance Statement?
Did you submit a Statement of Financial Capacity to perform the work sought in the RFP in addition to one or more of the following:
Applicant’s most recent audited or unaudited financial statements;
Disclosure of any bankruptcy filings over the past five years;
Most recent IRS Form 990 (for non-profit organizations only).
Did you disclose all information required under Chapter 17-1400 of the Philadelphia Code, including any local political contributions , on the electronic forms in your eContract Philly account?
If applicable, did you submit Appendix D: Local Business Entity or Local Impact Certification (optional) or the Appendix E: LGBTQ Applicant Opportunity Data (optional)?
Was the proposal submitted electronically through ?
Was the proposal submitted under the correct pportunity umber?
Was pplication signed by clicking on the “sign and submit” button at the conclusion of the eContractPhilly submission process?
Was the individual who signed and submitted the pplication an authorized signatory for the Applicant?
Is the name and Tax Identification Number (TIN) you registered with on eContractPhilly the same name and TIN on your pplication? The match Applicant Profile, Appendix C, and your W-9 form
Revised July 2025
File details come from the government source that posted it. Updated .