S-44000-00009689_Rev.1 Att I_Proposer Checklist.docx
DOCX document 29 KB Posted
- Attached to
- Health Stabilization Actuarial Services
- Solicitation number
- S-44000-00009689
- Issued by
- Marion County, Oregon
About this file
This is a Proposal Checklist document from Oregon's Department of Consumer and Business Services for RFP S-44000-00009689 regarding Market Stabilization Actuarial Services. The RFP seeks health insurance market actuarial services with proposals due by 2:00 PM (PT) on January 15, 2025. The contract term is anticipated to be 2 years with potential extensions up to 10 years total, and the state plans to award one contract. Submissions must be in Adobe Acrobat, Microsoft Word, or Excel format and include three mandatory submissions: the main proposal, price proposal, and attachments group, with an optional fourth submission for redacted proposals.
Required submission items include an executive summary, administrative proposal, key persons resume, technical proposal, cost proposal form, proposer information and certification sheet, references, certified disadvantaged business outreach plan, and responsibility inquiry. The awarded proposer must subsequently provide a certificate of insurance, taxpayer identification number (W-9), Oregon Business Registry documentation, and pay equity certification. The checklist specifically notes inclusion of Attachment F, which relates to disadvantaged business outreach, suggesting potential set-aside or diversity contracting goals.
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RFP S-44000-00009689 – Market Stabilization Actuarial Services Rev.1, Att. I.
REV 1. 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 (January 15, 2025). Proposals received after this time will be rejected.
PROPOSAL FORMAT AND QUANTITY – RFP Section 3.1.1 & 4.5.1
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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