S-44000-00013698_Att I_Checklist.docx
DOCX document 34 KB Posted
- Solicitation number
- S-44000-00013698
- Issued by
- Marion County, Oregon
About this file
This is a Proposer Checklist for a Request for Proposal (RFP) issued by the State of Oregon, Department of Consumer and Business Services, Workers' Compensation Division for Supplemental Disability Benefits (SDB) Processing Services. The RFP seeks a single contractor to provide comprehensive processing services for disability benefits claims, including claims processing, benefit calculation, reporting, and compliance with Oregon workers' compensation regulations. Proposals must be received by 2:00 pm (PT) on August 15, 2025, unless extended via Bid Amendment. The initial contract term is anticipated to be 5 years with options to renew up to a cumulative maximum of 10 years. Proposers must demonstrate significant technical infrastructure, claims management capabilities, and robust understanding of disability benefits administration, with detailed information required about key personnel, technological capabilities, and historical performance in similar disability benefits processing environments.
Proposers must submit one original copy of their proposal following specified formatting requirements (Adobe Acrobat, Microsoft Word, or Microsoft Excel) organized into five submission groups: Proposal, Wage Calculation Assessment, Price Proposal, Attachments Group, and a Redacted Proposal if applicable. Required submission items include an Executive Summary, Administrative Proposal, Key Persons Resume and Exhibit, Technical Proposal, Wage Calculation Assessment, Price Proposal, and multiple certified attachments including Offeror Information and Certification Sheet, References, Certified Disadvantaged Business Outreach Plan, and Responsibility Inquiry. The RFP includes specific requirements for small and disadvantaged businesses with an attached COBID Outreach Plan. Upon award, the successful proposer must submit a Certificate of Insurance, Taxpayer Identification Number (W-9), Oregon Business Registry documentation, and Pay Equity Certification. The checklist emphasizes that prospective proposers are solely responsible for reviewing and understanding all RFP requirements and that the checklist is provided only as a courtesy.
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Other files
| File | Type | Posted |
|---|---|---|
| RFP_S-44000-00013698_Supplemental Disability Claims Benefits.pdf | ||
| S-44000-00013698_Att D_References.docx | DOCX document | |
| S-44000-00013698_Att A_Sample Contract.pdf | ||
| S-44000-00013698_Att B_Disclosure Affidavit.docx | DOCX document | |
| S-44000-00013698_Att C_Proposer Information.docx | DOCX document | |
| S-44000-00013698_Att G_Key Persons.docx | DOCX document | |
| S-44000-00013698_Att H_Wage Calculation Assessment.docx | DOCX document | |
| S-44000-00013698_Notice of Intent to Award.pdf | ||
| S-44000-00013698_Att E_COBID Outreach Plan.docx | DOCX document | |
| S-44000-00013698_Att F_Proposer Responsibility.docx | DOCX document | |
| S-44000-00013698_Proposer Submission Notice.pdf |
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Text version
RFP#: S-44000-00013698 Att. I
ATTACHMENT I
CHECKLIST FOR PROPOSERS
Read all pages of RFP, including Attachment A, Sample Contract
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 August 15, 2025, unless extended via Bid Amendment. Proposals received after this time will be rejected.
PROPOSAL FORMAT AND QUANTITY – RFP Sections 3.2.3, 3.3, and 4.5
Proposer must submit one original copy of its Proposal and all other submission requirements, following the layout indicated in Section 3.3, Proposal Requirements. Responses to each section and subsection should be labeled to indicate the item being addressed. Documents must be formatted using one of the following formats: Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx).
Proposal documents must be submitted according to the submission layout indicated below. Submissions can be a pdf, zip file, etc. See Section 4.5 of RFP for further information
Submission 1:
Proposal – RFP Sections 3.3.1 through 3.3.5
Submission 2:
Wage Calculation Assessment – RFP Section 3.3.6
Submission 3:
Price Proposal – RFP Section 3.3.7
Submission 4:
Attachments Group – RFP Sections 3.3.9 through 3.3.12
If Applicable, Submission 5:
Redacted Proposal – RFP Section 3.3.8, 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 G – Key Persons Exhibit |
| 3.3.4 |
| Technical Proposal |
| 3.3.5 |
| Attachment H – Wage Calculation Assessment |
| 3.3.6 |
| Price Proposal |
| 3.3.7 |
| Attachment C – Offeror Information and Certification Sheet |
| 3.3.9 |
| Attachment D – References |
| 3.3.10 |
| Attachment E – Certified Disadvantaged Business Outreach Plan |
| 3.3.11 & 6.2 |
| Attachment F –Responsibility Inquiry |
| 3.3.12 & 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 |
| 3.3.8 |
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 Proposer. Agency makes no representation as to the completeness or accuracy of any checklist. Prospective Proposer is solely responsible for reviewing and understanding the RFP and complying with all the requirements of the 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 Proposer based upon, resulting from, or related to, Proposer’s failure to comprehend all requirements of this RFP.
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