S-44000-00009689_Att I_Proposer Checklist.docx

DOCX document 32 KB Posted

Attached to
Health Stabilization Actuarial Services
Solicitation number
S-44000-00009689
Issued by
Marion County, Oregon

About this file

This document is a checklist for a Request for Proposal (RFP) issued by the State of S-44000-00009689 for Market Stabilization Actuarial Services. The RFP requires offerors to fully respond to all sections, including an executive summary, administrative proposal, key person resumes, technical proposal, cost proposal, and various attachments. Proposals must be submitted by 2:00 pm (PT) on December 31, 2024 and will be evaluated based on the criteria outlined in the RFP. The awarded proposer will be required to provide a certificate of insurance, taxpayer identification number, Oregon business registry, and pay equity certification.

The RFP outlines specific formatting and submission requirements, including the use of Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx) formats. Offerors must provide all mandatory attachments and may optionally submit a redacted version of their proposal. Pricing terms, set-asides, and funding sources are not explicitly detailed in this checklist document.

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RFP S-44000-00009689 – Market Stabilization Actuarial Services Att. I

ATTACHMENT I

CHECKLIST FOR OFFERORS

Read all pages of RFP, including Attachment A, Sample Price Agreement

Provide your complete Business name and address, including mailing address (if different)

Contact person on the Proposal should be the person who can answer questions about your Proposal.

Fully answer each section of the RFP

Proposal must be signed by an authorized representative

Include all mandatory attachments

Proposals must be received by 2:00 pm (PT) on (December 31, 2024). Proposals received after this time will be rejected.

PROPOSAL FORMAT AND QUANTITY – RFP Section 3.1.1 & 4.4.1

Documents must be submitted using one of the following formats: Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx), following the layout indicated below. Responses to each section and subsection should be labeled to indicate the item being addressed. Submissions can be a zip file, pdf, etc., but there should only be the submissions below.

See Section 4.5.1 of RFP for further information

Submission 1:

Proposal – RFP Sections 3.1.1 through 3.3.5

Submission 2:

Price Proposal – RFP Section 3.3.6

Submission 3:

Attachments Group – RFP Sections 3.3.8 through 3.3.11

If Applicable, Submission 4:

Redacted Proposal – RFP Section 3.3.7, if applicable

REQUIRED SUBMISSION ITEMS - Section 3.3

To be considered for evaluation, Proposal must contain each of the following elements:
RFP Reference Section
Executive Summary
3.3.1
Administrative Proposal
3.3.2
Key Persons Resume
3.3.3
Attachment H – Key Persons
3.3.4
Technical Proposal
3.3.5
Attachment E - Cost Proposal Form
3.3.6
Attachment C – Proposer Information and Certification Sheet
3.3.8
Attachment D – References
3.3.9
Attachment F – Certified Disadvantaged Business Outreach Plan
3.3.10 & 6.2
Attachment G –Responsibility Inquiry
3.3.11 & 4.10.1.2

OPTIONAL SUBMISSION ITEMS

Attachment B – Disclosure Exemption Affidavit; submit 1 original copy only if applicable ; Must include a redacted copy of Proposal
3.3.7

Informational Only - Do Not Include With Proposal Submission

REQUIRED SUBMISSION ITEMS FROM AWARDED PROPOSER

Certificate of Insurance
5.3.1
Taxpayer Identification Number (W-9)
5.3.2
Oregon Business Registry
5.3.3
Pay Equity Certification
5.3.4

This checklist is provided only as a courtesy to prospective Offeror. Agency makes no representation as to the completeness or accuracy of any checklist. Prospective Offeror is solely responsible for reviewing and understanding the RFP and complying with all the requirements of this RFP, whether listed in a checklist or not. Neither the State nor Agency is liable for any claims, or subject to any defenses, asserted by Offeror based upon, resulting from, or related to, Offeror’s failure to comprehend all requirements of this RFP.

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