6166-0 S-44300-00014966 RFP V4.pdf

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STATE OF OREGON

COVER PAGE

Alcohol & Drug Policy Commission

Is issuing this Request For Proposals (RFP) under OregonBuys Bid Number S-44300-00014996 (HB3321 Comprehensive Inventory, Assessment, Analysis and Report) for

COMPREHENSIVE INVENTORY, ASSESSMENT, FINANCIAL

ANALYSIS, AND REPORT OF STATE OF OREGON’S PRIMARY

PREVENTION SYSTEM

Date of Issue: October 1, 2025

Opening Date and Time: October 31th, 2025 3:00pm PST

Single Point of Contact (SPC):Karissa Montano, Procurement & Contract Specialist 3

Address: 635 Capitol ST NE, Suite 350 City, State, Zip Salem, OR 97301 Phone (voice) (503) 509-3584 E-mail: karissa.montano@odhsoha.oregon.gov

The State of Oregon promotes equal opportunity for all individuals without regard to age, color, disability, marital status, national origin, race, religion or creed, sex or gender, sexual orientation, or veteran status.

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TABLE OF CONTENTS

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

1.2 SCHEDULE

1.3 SINGLE POINT OF CONTACT (SPC)

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

2.2 DEFINITION OF TERMS

2.3 OVERVIEW AND PURPOSE

2.4 SCOPE OF WORK/SPECIFICATIONS

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM QUALIFICATIONS

3.2 MINIMUM SUBMISSION REQUIREMENTS

3.3 PROPOSAL REQUIREMENTS

SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

4.2 PRE-PROPOSAL CONFERENCE

4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS

4.4 SOLICITATION PROTESTS

4.5 PROPOSAL DELIVERY OPTIONS

4.6 PROPOSAL MODIFICATION OR WITHDRAWAL

4.7 PROPOSAL DUE

4.8 PROPOSAL REJECTION

4.9 EVALUATION PROCESS

4.10 POINT AND SCORE CALCULATIONS

4.11 RANKING OF PROPOSERS

SECTION 5: AWARD AND NEGOTIATION

5.1 AWARD NOTIFICATION PROCESS

5.2 INTENT TO AWARD PROTEST

5.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

5.4 CONTRACT NEGOTIATION

SECTION 6: ADDITIONAL INFORMATION

6.1 COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

6.2 CERTIFIED FIRM PARTICIPATION

6.3 GOVERNING LAWS AND REGULATIONS

6.4 OWNERSHIP/PERMISSION TO USE MATERIALS

6.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES

6.6 COST OF SUBMITTING A PROPOSAL

6.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

6.8 RECYCLABLE PRODUCTS

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LIST OF ATTACHMENTS

ATTACHMENT A SAMPLE CONTRACT

ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C PROPOSER INFORMATION AND CERTIFICATION SHEET

ATTACHMENT D PRICE PROPOSAL FORM

ATTACHMENT E COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT F RESPONSIBILITY INQUIRY

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SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

The State of Oregon, acting by and through the Alcohol and Drug Policy Commission, (“the Commission”), is issuing this Request for Proposal under the provisions of ORS 279B.060 for a Contractor to produce an Inventory, Assessment, Financial Analysis, and Report of State of Oregon’s Primary Prevention System.

In spring of 2025, the Oregon State Legislature passed House Bill 3321, and in doing so, provided statutory definitions for prevention of substance use and directed the Commission to Conduct a comprehensive inventory and assessment of existing primary prevention programs and to conduct, a financial accounting of current primary prevention expenses in this state.

As detailed below, the Contractor shall work with the Commission’s staff, the Commission’s Prevention Committee leadership, and participating state agencies to gather and analyze data on state and federally financed programs. The analysis will highlight strengths, gaps, and opportunities of focus for the strategies of the 2026-2030 ADPC Comprehensive plan.

Additional details on the Scope of the goods or services or both are included in the Scope of Work section.

The Commission anticipates the award of one Contract from this solicitation. The initial term of the Contract will have an end date of September 1, 2026 with options to renew and extend the term up to a maximum of 5 years. The initial maximum not-to-exceed compensation of the Contract will be $500,000, subject to possible increases if additional funding becomes available.

1.2 SCHEDULE

The table below represents a tentative schedule of events. All times are listed in Pacific Time.

All dates listed are subject to change. N/A denotes that event is not applicable to this RFP.

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Event Date Time

Questions / Requests for Clarification Due

October 10th, 2025 3:00 PM

Answers to Questions / Requests for Clarification Issued (approx.) October 15th, 2025

RFP Protest Period Ends

7 calendar days prior to RFP Opening

Opening (Proposal Due) See RFP cover page

Opening of Proposal October 31th, 2025 3:00 PM

Issuance of Notice of Intent to Award (approx.)

November 7, Award Protest Period Ends 7 calendar days after Notice of Intent to Award

1.3 SINGLE POINT OF CONTACT (SPC)

The SPC for this RFP is identified on the Cover Page, along with the SPC’s contact information.

Proposer shall direct all communications related to any provision of the RFP only to the SPC, whether about the technical requirements of the RFP, contractual requirements, the RFP process, or any other provision.

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

Agency is issuing this RFP pursuant to its authority under ORS 279A.050 and OAR 125-246- 0170(2).

Agency is using the Competitive Sealed Proposal method, pursuant to ORS 279B.060 and OAR 125-247-0260. Agency may use a combination of the methods for Competitive Sealed Proposals, including optional procedures: a) Competitive Range; b) Discussions and Revised Proposals; c) Revised Rounds of Negotiations; d) Negotiations; e) Best and Final Offers; and f) Multistep Sealed Proposals.

2.2 DEFINITION OF TERMS

For the purposes of this RFP, capitalized words are defined in OAR 125-246-0110 or as defined below.

● “Indicated prevention” means prevention strategies that focus on individuals who exhibit early signs of substance use or other risk factors but who do not have a diagnosable substance use disorder.

● “Primary prevention” means practices, programs and policies designed to prevent, delay and reduce the incidence and prevalence of youth substance use.

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● “Selective prevention” means prevention strategies that target individuals, or groups of individuals, whose risk of developing a substance use disorder is significantly higher than average.

● “Universal prevention” means prevention strategies that are aimed at the general public or a whole population group, without identifying individuals who are at particular risk of developing a substance use disorder.

2.3 OVERVIEW AND PURPOSE

2.3.1 Agency Overview and Background

The Commission’s mission is to provide data-informed, integrated prevention, treatment, and recovery support services through public and private partnerships using equitable and culturally, linguistically, and gender specific services. The Commission will work in partnership with communities to:

● Reduce the number of Oregonians living with Substance Use Disorder (SUD)

● Reduce the number of Oregonians who die from Alcohol, Tobacco, and Other Drug Use

● Reduce health inequities related to substance use and substance use related harms.

2.3.2 Project Overview and Background

House Bill 3321 (2025) defines primary prevention as “practices, programs and policies designed to prevent, delay and reduce the incidence and prevalence of youth substance use.” The contractor will be responsible for implementing three provisions of this legislation:

1. “[Section 1 (3)(a)] Conduct a comprehensive inventory and assessment of existing primary prevention programs in this state, including programs that are school-based or provided by youth serving agencies or organizations. The comprehensive inventory and assessment must include an assessment of the current workforce, types of entities supporting or administering the programs, types of interventions being utilized, effectiveness of the programs, feasibility of increasing the services of the programs, funding streams and areas of unmet need.”

2. “[Section 1 (3)(c)] Conduct, or contract with a third party to conduct, a financial accounting of current primary prevention expenses in this state, including services funded and the funding sources and amounts for those services”

3. And with the finding supporting Section 1 (4): “No later than September 15, 2026, the commission shall report to the interim committees of the Legislative Assembly related to health, in the manner provided in ORS 192.245, on the commission’s findings and recommendations under this section”

2.3.3 Purpose

The ADPC understands the intent of HB 3321 is to create a strong and accountable system for primary prevention, clearly separating it from harm reduction, overdose prevention, early intervention, and treatment. The scope of this assessment is focused on identifying, analyzing, and strengthening Oregon’s primary prevention infrastructure—defined as

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To meet the intent of this legislation, the selected contractor must distinguish between primary prevention efforts and other downstream responses. The assessment must evaluate how well current systems, programs, and funding streams align with this prevention definition and identify where primary prevention funds are invested downstream. This distinction is essential to ensure that Oregon’s future investments and planning efforts support true upstream prevention, especially for youth, families, and communities.

The Contractor will work with the ADPC Prevention Committee and staff to align inquiry, analysis, and recommendations to the ADPC Comprehensive Plan with respect to primary prevention.

The Contractor shall also work with state agencies and licensing/certification to assess programming, financial accounts, and funding streams dedicated or supporting primary prevention. These agencies include but are not limited to:

● Oregon Health Authority

● Oregon Department of Education

● Department of Early Learning and Care

● Youth Development Oregon

● Oregon Department of Human Services

● Higher Education Coordinating Council

● Department of Consumer and Business Services

● Oregon Department of Veterans Affairs

● Oregon State Police

● Oregon Military Department

● Mental Health and Addiction Certification Board Oregon

The contractor shall also interview entities that receive state, federal, and local government funds including but not limited to:

● Local Public Health Authorities

● Community Mental Health Programs

● Other County Government Prevention Programs

● Juvenile Departments

● Coordinated Care Organizations

● Behavioral Health Resource Networks

● School Districts and Education Service Districts

● Regional Health Equity Coalitions

● Community Based Organizations receiving state, federal grants, or local government funds.

2.4 SCOPE OF WORK/SPECIFICATIONS

In performing the services listed below, Contractor shall work towards incorporating The Commission’s health equity goal, integrate the Prevention Committee’s direction from 2026-2030 Comprehensive Plan, and support the statutory definitions of prevention set by

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HB 3321. The Commission’s staff will provide Contractor copies of those policies, practices and guidance as they become available.

The Commission requires that the Contractor meets the highest standards prevalent in the industry or business most closely involved in providing the appropriate goods or services.

Contractor shall perform the following services according to the Completion Due Dates set forth in the Contract:

Task #1: Attend kick off meeting with key Commission staff to introduce the team, discuss the project purpose, scope, expected outcomes, timelines, and resolve any questions about the key project roles and responsibilities.

Task #2: Revise submitted project implementation plan (see section 3.3.1) that incorporates terms discussed in kick off meeting

Task #3 With the support of Commission staff, host a discovery meeting with key leaders on the Prevention Committee and points of contact within the Prevention profession. ADPC will support contractor in identifying meeting participants.

Task #4: Work with state agencies, licensing and certification boards, and entities that receive state, federal, and local government funds (as defined in Section 2.3.3) to inventory and assess data and information related to:

a. Programming: inventory of formalized programs that advance the HB 3321 definitions of prevention, types of entities participating in those programs, geographic spread and cultural responsiveness of those entities, interventions used, any evaluation of such programming, and gaps in services.

i) As dictated by 1(3)(a): contractor will work or subcontract out to work explicitly with Oregon Department of Education and participating school districts to understand school-based prevention efforts, including universal, selective, and indicated prevention strategies on school campus.

b. Workforce: types of certifications deployed in 4a. including the use of Certified Prevention Specialists, geographic spread of Certified Prevention Specialists, training and technical assistance needs; other types of professions employed by the programs in 4a.

c. Financing: Analyze streams of state and federal financial support, including expenditures and the holdings of dedicated funds and revenues, to identify funding allocations for primary prevention. This analysis must include an evaluation of whether funding is being used in alignment with its original intent, identify any misalignment, and document gaps in financing that limit the implementation of effective upstream prevention strategies. This work must be grounded in federal guidance and state-level implementation models that govern prevention funding, specifically but not limited to: Substance Abuse Prevention and Treatment (SAPT) Block Grant 20% Prevention Set-Aside, SAMHSA Strategic Prevention Framework (SPF), and the SPF Partnership for Success.

d. Innovative and grassroots practices and programs: In the course of investigation, the Contractor may report on any grassroots (non-federally, state or local government financed) primary prevention programs that may show promise in advancing the HB 3321 objectives.

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Task #5: Prepare a report that provides assessment and inventory findings, analysis of gaps, and recommendations that align/can be addressed through the implementation of the ADPC 2026-2030 Comprehensive Plan Prevention Strategies or can be provided as additional recommendations to the legislature.

Task #6: Provide regular (bi-monthly) updates to the Commission’s Prevention Committee or steering committee made up of Prevention Committee members.

Task #7: Attend regular check-in meetings with Commission staff once per month.

Task #8: Collaborate with other Commission and state agency contractors as it relates to the prevention as defined in HB 3321.

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM QUALIFICATIONS

To be considered for evaluation, Proposal must demonstrate how Proposer meets all requirements of this section:

3.1.1 Key Person Requirements

At least one of Proposer’s Key Persons must have a minimum of 2 years of experience in public finance, including state and federal financing for public and/or behavioral health.

At least one of Proposer’s Key Persons must have a minimum of 5 years’ experience in primary prevention efforts with respect to substance use and substance use disorder.

At least one of Proposer’s Key Persons must have experience in state or national needs assessment and systems analysis.

At least one of Proposer’s Key Persons must have some baseline knowledge or experience with services and systems related to evidence-based prevention of substance use, prevention science, or prevention practice in Oregon.

3.2 MINIMUM SUBMISSION REQUIREMENTS

3.2.1 Proposal Submissions

To be considered for evaluation, Proposal must contain each of the following elements (further detailed in Proposal Requirements section below):

• Project Implementation Plan

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

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• Price Proposal Form (Attachment D)

• COBID Certification / Outreach Plan (Attachment E)

• Responsibility Inquiry (Attachment F)

• Key Persons and Resumes

• Work Samples

• References

3.2.2 Proposal Page Limits

Proposal is limited to 20 pages. Any pages exceeding this limit will not be provided to the evaluation committee or considered in the evaluation. The following items do not count toward the page limit:

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

• Price Proposal Form (Attachment D)

• COBID Certification / Outreach Plan (Attachment E)

• Responsibility Inquiry (Attachment F)

• Work Samples

3.2.3 Proposal Format and Quantity

Proposal should follow the format and reference the sections listed in the Proposal Requirements section. Responses to each section and subsection should be labeled to indicate the item being addressed.

OregonBuys Electronic Response. Proposer should submit its Proposal electronically through OregonBuys. Proposer should follow the procedures outlined in See:

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal% 20Solicitation%20Response.pdf for electronic submission.

The Price Proposal must be submitted as a separate electronic response file.

Proposer shall submit one copy of its Proposal and all other submittal requirements, with Attachment C - Proposer Information and Certification Sheet bearing the Proposer’s authorized representative’s Signature, in Adobe Acrobat (pdf) format.

If Proposer believes any of its Proposal is exempt from disclosure under Oregon Public Records Law (ORS 192.311 through 192.478), Proposer shall complete and submit the Disclosure Exemption Affidavit (Attachment B). Proposer shall also mark as “Confidential” in OregonBuys all attachments to its Proposal that Proposer believes are exempt from disclosure

The Proposer Information and Certification Sheet (Attachment C) must bear the Proposer’s authorized representative’s Signature.

3.2.4 Authorized Representative

Failure of Proposer’s authorized representative to sign the Proposal may result in rejection of the Proposal by Agency.

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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3.3 PROPOSAL REQUIREMENTS

Proposal must address each of the items listed in this section and all other requirements set forth in this RFP. Proposer shall describe the Goods to be provided or the Services to be performed or both. A Proposal that merely offers to provide the goods or services as stated in this RFP may be considered non-Responsive to this RFP and will not be considered further.

Proposal should not include extensive artwork, unusual printing or other materials not essential to the utility and clarity of the Proposal. Do not include marketing or advertising material in the Proposal, unless requested. Proposal should be straightforward and address the requests of the RFP. Proposal containing unsolicited marketing or advertising material may receive a lower evaluation score if required information is difficult to locate. Proposal should be submitted in .PDF format.

3.3.1 Project Implementation Plan

Briefly describe how Proposer would carry out the major activities of this project in context with the Scope of Work. Provide a comprehensive management plan (not to exceed 8 pages) that the Proposer intends to follow. Illustrate how the plan will serve to coordinate and accomplish the Work, including projected timelines.

The Project Implementation Plan must identify how the key persons will work with state agencies and entities that receive state, federal, and local government funds to attain data and information for the assessment, inventory, and analysis, including how they will:

• Inventory Programs

• Analyze workforce data

• Analyze financing streams

• Map local sector relationships and capacity

3.3.2 Disclosure Exemption Affidavit

Proposer shall complete and submit the Disclosure Affidavit (Attachment B) in .pdf format.

Should this determine they do not need this form they may upload a blank Attachment B form.

3.3.3 Proposer Information and Certification Sheet

Proposer shall complete and submit the Proposer Information and Certification Sheet (Attachment C) in .pdf format.

Failure to demonstrate compliance with Oregon Tax Laws and sign the Proposer Information and Certification Sheet may result in a finding of non-Responsibility.

3.3.4 Price Proposal

Submit a detailed Price Proposal (Attachment D) in a separate excel file electronically though

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OregonBuys.

3.3.5 COBID Certification and Outreach Plan

Proposer shall complete and submit the COBID Certification and Outreach Plan (Attachment E) in .pdf format.

3.3.6 Responsibility Inquiry

Proposer shall complete and submit the Responsibility Inquiry (Attachment F) in .pdf format.

3.3.7 Key Persons and their Resumes

Proposer shall specify all key persons to be assigned to this project and include a current resume (not to exceed two pages each) for each key person that demonstrates the person’s qualifications and experience for the Work described in this RFP.

3.3.8 Work Samples

Proposer must describe at least two previous projects (not to exceed five pages each) successfully completed by Proposer’s Key Person(s) within the last three years that on projects that were similar to in size and scope to the work described in Section 2.4 Scope of Work of this RFP. Proposer’s prior similar projects should:

● Demonstrate Proposer’s ability to do statewide needs assessment and financial analysis.

● Demonstrate experience with work related to evidence-based prevention of substance use, prevention science, or prevention practice.

3.3.9 References

Proposer shall provide at least one reference(s) (not to exceed one page each) from an organization with the state and/or national reach in terms of primary prevention programming and/or policy- this includes but is not limited to a state or government entity, a research organization, an institution of higher learning, or some other national association or technical assistance provider addressing Proposer’s qualifications and experience to perform the work described in Section 2.4.

Agency may check to determine if references provided support Proposer’s ability to comply with the requirements of this RFP. Agency may use references to obtain additional information, or verify any information needed. Agency may contact any reference (submitted or not) to verify Proposer’s qualifications.

SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

The RFP and attachments are published in the State of Oregon’s electronic procurement system OregonBuys at https://oregonbuys.gov/. Documents will not be mailed to prospective Proposers.

https://oregonbuys.gov/

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Modifications, if any, to this RFP will be made by written Amendment(s) published in OregonBuys. Prospective Proposer is solely responsible for checking OregonBuys to determine whether or not any Amendment(s) have been issued. Amendment(s) are incorporated into the RFP by this reference.

4.2 PRE-PROPOSAL CONFERENCE

A Pre-Proposal conference will not be held for this RFP.

4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS

All inquiries, whether relating to the RFP process, administration, deadline or method of award, or to the intent or technical aspects of the RFP must:

• Be delivered to the SPC via an OregonBuys submission, or email,;

• Reference the OregonBuys bid number;

• Identify Proposer’s name and contact information;

• Refer to the specific area of the RFP being questioned (i.e. page, section and paragraph number); and

• Be received by the due date and time for Questions/Requests for Clarification identified in the Schedule in Section 1.2.

4.4 SOLICITATION PROTESTS

4.4.1 Protests to RFP

Prospective Proposer may submit a Written protest of anything contained in this RFP, including but not limited to, the RFP process, Specifications, Scope of Work, and the proposed Sample Contract. This is prospective Proposer’s only opportunity to protest the provisions of the RFP, except that Proposer may protest Amendment(s) as provided below and Proposer may take exception to the terms and conditions of the Sample Contract marked as negotiable as set forth in the Negotiations Section.

4.4.2 Protests to Amendment(s)

Prospective Proposer may submit a Written protest of anything contained in an Amendment. Protests to an Amendment, if issued, must be submitted by 5:00 p.m. Pacific Time on the second Business Day following the issuance of the Amendment or the date/time specified in the Amendment, or they will not be considered. Protests of matters not added or modified by the Amendment will not be considered.

4.4.3 Requirements for Protests

All protests must:

• Be delivered to the SPC via email;

• Reference the OregonBuys bid number;

• Identify prospective Proposer’s name and contact information;

• Be sent by an authorized representative;

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• State the reason for the protest, including:

o the grounds that demonstrate how the Procurement Process is contrary to law, Unnecessarily Restrictive, legally flawed, or improperly specifies a brand name;

and o evidence or documentation that supports the grounds on which the protest is based; and

• State the proposed changes to the RFP provisions or other relief sought.

Protests to the RFP must be received by the due date and time identified in the Schedule.

Protests to an Amendment must be received by the due date identified in the Amendment.

4.5 PROPOSAL DELIVERY OPTIONS

Proposer is solely responsible for ensuring its Proposal is received by the SPC in accordance with the RFP requirements before Opening. Agency is not responsible for any delays in mail or by common carriers or by transmission errors or delays, or for any mis-delivery for any reason.

A Proposal submitted by any means not authorized below will be rejected. The following delivery options are permitted for this RFP:

Delivery through OregonBuys

Proposal submission should be electronically through OregonBuys. at: OregonBuys.gov

Detailed instructions on how to submit a Proposal can be found at OregonBuys Vendor Formal Solicitation Response.pdf

4.6 PROPOSAL MODIFICATION OR WITHDRAWAL

If a Proposer wishes to make modifications to a submitted Proposal, the Proposer must submit its modification in one of the authorized methods listed in Section 4.5 (Proposal Delivery Options). To be effective the modification must include the OregonBuys bid number and be submitted to the SPC prior to Opening.

If a Proposer wishes to withdraw a submitted Proposal, it must submit a Written notice signed by an authorized representative of its intent to withdraw to the SPC via email prior to the Opening in accordance with OAR 125-247-0440. To be effective the notice must include the OregonBuys bid number.

4.7 PROPOSAL DUE

A Proposal (including all required submittal items) must be received by the SPC on or before Opening. All Proposal modifications or withdrawals must also be received prior to Opening.

A Proposal received after Opening is considered LATE and will NOT be accepted for evaluation.

A late Proposal will be returned to the Proposer or destroyed.

4.8 PROPOSAL REJECTION

Agency may reject a Proposal for any of the following reasons:

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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• Proposer fails to substantially comply with all prescribed RFP procedures and requirements, including but not limited to the requirement that Proposer’s authorized representative sign the Proposal.

• Proposer has liquidated and delinquent debt owed to the State or any department or agency of the State.

• Proposer fails to meet the responsibility requirements of ORS 279B.110.

• Proposer makes any contact regarding this RFP with State representatives such as State employees or officials other than the SPC or persons authorized by the SPC, or inappropriate contact with the SPC.

• Proposer attempts to influence a member of the Evaluation Committee.

• Proposal is conditioned on Agency’s acceptance of any other terms and conditions or rights to negotiate any alternative terms and conditions that are not reasonably related to those expressly authorized for negotiation in the RFP or Amendment(s).

4.9 EVALUATION PROCESS

Proposals meeting the requirements outlined in the Proposal Content Requirements section will be evaluated by an Evaluation Committee. Evaluators will assign a score for each evaluation criterion listed below in this section.

SPC may request further clarification to assist the Evaluation Committee in gaining additional understanding of Proposals. A response to a clarification request must be to clarify or explain portions of the already submitted Proposal and may not contain new information not included in the original Proposal.

4.9.1 Responsiveness and Responsibility Determination

4.9.1.1 Responsiveness determination

A Proposal received prior to Opening will be reviewed to determine if it is Responsive to all RFP requirements including compliance with Section 3.1 (Minimum Qualifications) and Section 3.2 (Minimum Submission Requirements). If the Proposal is unclear, the SPC may request clarification from Proposer. However, clarifications may not be used to rehabilitate a non-Responsive proposal. If the SPC finds the Proposal non-Responsive, the Proposal may be rejected; however, Agency may waive mistakes in accordance with

OAR 125-247-0470.

4.9.1.2 Responsibility Determination

Agency will determine if an apparent successful Proposer is Responsible prior to award and execution of the Contract. Proposers shall submit a signed Responsibility Inquiry form (Attachment F) with Proposal.

At any time prior to award, Agency may reject a Proposer found to be not Responsible.

4.9.2 Evaluation Criteria

Each Proposal meeting all Responsiveness requirements will be independently evaluated by members of an Evaluation Committee. Evaluation Committee members may change and Agency may have additional or fewer evaluators for optional rounds of competition.

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Evaluators will assign a score for each evaluation criterion listed below in this Section 4.10.2 up to the maximum points available as specified in Section 4.11 (Point and Score Calculation).

SPC may request further clarification to assist the Evaluation Committee in gaining additional understanding of a Proposal. A response to a clarification request may only clarify or explain portions of the already submitted Proposal and may not contain new information not included in the original Proposal.

4.9.2.1 Project Implementation Plan (Maximum Score: 60 points)

• How well does the Proposer outline their understanding of prevention as defined in HB 3321, including how clearly does the proposer distinguish primary prevention from other substance use interventions such as harm reduction, overdose prevention, and treatment?

• How well does the Proposer outline their strategies for working with state agencies, licensing and certification boards, and entities that receive state, federal, and local government funds to attain data and information, analyze, and provide interpretation and recommendations?

• How well does the Proposer detail their strategies for synthesizing federal, state, and local financial data with specific attention to the allocation, use, and potential misalignment of fund

• How will the Proposer ensure that community-level prevention efforts, including those by coalitions, schools, or grassroots organizations, are identified, validated, and included in the final recommendations?

4.9.2.2 Work Samples, Key Person(s), and Reference(s) (Maximum Score: 40 points)

● How well does the Proposer’s experience demonstrate understanding of prevention as defined in HB 3321? (i.e., prevention of the onset of substance use)?

● How well does the Proposer’s experience demonstrate the ability to work with state agencies, licensing and boards certification, and pass-through entities and to attain and analyze their data?

● How well does (do) Proposer’s Letter(s) of Support demonstrate Proposer’s qualifications and experience to perform the Work described in Section 2.4?

● How well do the Letter(s) of Support reflect the Proposer’s ability to work collaboratively across sectors and with community-based partners to assess and advance prevention systems?

4.9.3 PRICE EVALUATION

Following scoring and ranking of Proposals, based on the qualifications-based criteria referenced above in Section 4.10.2, the sealed Price Proposals from Proposers will be opened and scored as follows:

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• Proposer with the lowest Price Proposal will receive 15 points.

• Proposer with the second lowest Price Proposal will receive 10 points.

• Proposer with the third lowest Price Proposal will receive 5 points.

• All other Proposers will receive 0 points.

4.9.4 PREFERENCES

4.9.4.1 Oregon Supplies and Services

Agency prefers Oregon goods and services, and for evaluation purposes, per ORS 279A.128, Agency shall subtract 5% from the price for any Proposer proposing all Goods fabricated or processed or all Services performed entirely in Oregon before calculating the price score.

4.9.4.2 Reciprocal Preference

For evaluation purposes per OAR 125-246-0310, Agency shall add a percentage increase to each out-of-state Proposer's Proposal price that is equal to the percentage preference, if any, given to a Resident Proposer in the Proposer's state.

4.9.4.3 Recycled Materials

Agency will give preference to Goods manufactured from Recycled Materials if each of the conditions specified in ORS 279A.125 (2) exists following any adjustments made to the price of the Goods according to any applicable reciprocal preference.

4.9.4.4 Tiebreakers

If Agency receives Proposals identical in price, fitness, availability and quality and chooses to award a Contract, Agency shall award the Contract in accordance with the procedures outlined in OAR 137-046-0300.

4.10 POINT AND SCORE CALCULATIONS

Points are the total possible for each section as listed in the table below.

4.11 RANKING OF PROPOSERS

The SPC will average the scores for each Proposal in a given round of competition (calculated by totaling the points awarded by each Evaluation Committee member and dividing by the number

TOTAL POINTS POSSIBLE: 115

POINTS POSSIBLE 100

4.9.2.1 Project Implementation Plan 60

4.9.2.2 Work Sample(s), Key Person(s), & Reference(s) 40

4.9.3 PRICE EVALUATION POINTS POSSIBLE 15

https://www.naspo.org/reciprocity1

DAS Procurement Services, Version 4.5 March 31, 2023 Page 18 of 22 of members).

After any applicable preference has been applied, the SPC will determine the rank of each Proposal, with the highest score receiving the highest rank, and successive rank order determined by the next highest score.

Agency may, in Agency’s sole discretion, determine an apparent successful Proposer with no additional rounds of competition. If additional rounds are conducted, Agency will rank advancing Proposers at the conclusion of each subsequent round and may determine an apparent successful Proposer at any time during the solicitation process.

NEXT STEP DETERMINATION

At the conclusion of a round of competition, Agency may choose to conduct additional round(s) of competition if in the best interest of the State. Additional rounds of competition may consist of, but will not be limited to:

• Interviews

• Presentations/Demonstrations/Additional Submittal Items

• Discussions and submittal of revised Proposals

• Serial or simultaneous negotiations

• Best and Final Offers

4.11.1 Competitive Range Determination

If Agency, in its sole discretion, determines that one or more additional rounds of competition is necessary, it will select a Competitive Range to indicate the Proposers that will be invited to participate in a subsequent round. The Competitive Range may include all, or at Agency’s sole discretion, some (based primarily on a natural break in the distribution of scores), of the Proposers from a previous round. Agency will post a notice in OregonBuys of its Competitive Range Determination and provide details about the process and schedule for the subsequent round.

SECTION 5: AWARD AND NEGOTIATION

5.1 AWARD NOTIFICATION PROCESS

5.1.1 Award Consideration

Agency, if it awards a Contract, will award a Contract to the highest-ranking Responsible Proposer(s) based upon the scoring methodology and process described in Section 4.

Agency may award less than the full Scope of Work described in this RFP.

5.1.2 Intent to Award Notice

Agency will notify all Proposers in Writing that Agency intends to award a Contract to the selected Proposer(s) subject to successful negotiation of any negotiable provisions.

5.2 INTENT TO AWARD PROTEST

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5.2.1 Protest Submission

An Affected Proposer shall have 7 calendar days from the date of the Intent to Award notice to file a Written protest.

A Proposer is an Affected Proposer only if the Proposer would be eligible for Contract award in the event the protest was successful and is protesting for one or more of the following reasons as specified in ORS 279B.410:

• All higher ranked Proposals are non-Responsive.

• Agency has failed to conduct an evaluation of Proposals in accordance with the criteria or process described in the RFP.

• Agency abused its discretion in rejecting the protestor’s Proposal as non-Responsive.

• Agency’s evaluation of Proposal or determination of award otherwise violates ORS

Chapter 279B or ORS Chapter 279A.

If Agency receives only one Proposal, Agency may dispense with the evaluation process and Intent to Award protest period and proceed with Contract Negotiations and award.

5.2.1.1 Protest Requirements

Protests must:

• Be delivered to the SPC via email;

• Reference the OregonBuys bid number ;

• Identify Proposer’s name and contact information;

• Include all documents submitted in response to the RFP;

• Be signed by an authorized representative of Proposer;

• Specify the grounds for the protest; and

• Be received within 7 calendar days of the Intent to Award notice.

5.2.2 Response to Protest

Agency will address all timely submitted protests within a reasonable time and will issue a Written decision to the respective Proposer. Protests that do not include the required information may not be considered by Agency.

5.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

Proposer(s) who are selected for a Contract award under this RFP will be required to submit additional information and comply with the following:

5.3.1 Insurance

Prior to award, Proposer shall secure and demonstrate to Agency proof of insurance as required in this RFP or as negotiated. Insurance Requirements are found in Exhibit B of Attachment A.

5.3.2 Taxpayer Identification Number

Proposer shall provide its Taxpayer Identification Number (TIN) and backup withholding

DAS Procurement Services, Version 4.5 March 31, 2023 Page 20 of 22 status on a completed W-9 form when requested by Agency or when the backup withholding status or any other relevant information of Proposer has changed since the last submitted W-9 form, if any.

5.3.3 Business Registry

If selected for award, Proposer shall be duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Contract. Visit http://sos.oregon.gov/business/pages/register.aspx for Oregon Business Registry information.

5.3.4 Responsibility Inquiry

Prior to award, Proposer shall be required to complete and submit Attachment F — Responsibility Inquiry.

5.3.5 Pay Equity Certification

If selected for award and the Contract value exceeds $500,000 and Proposer employs 50 or more full-time workers, Proposer shall submit to Agency a true and correct copy of an unexpired Pay Equity Compliance Certificate, issued to the Proposer by the Oregon Department of Administrative Services. For instructions on how to obtain the Certificate, visit https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx.

ORS 279B.110(2)(f) requires that Proposer provide this prior to execution of the Contract.

5.3.6 Nondiscrimination in Employment

As a condition of receiving the award of a Contract under this RFP, Proposer must certify by its Signature on Attachment C - Proposer Information and Certification Sheet, in accordance with ORS 279A.112, that it has in place a policy and practice of preventing sexual harassment, sexual assault, and discrimination against employees who are members of a protected class. The policy and practice must include giving employees a written notice that the policy both prohibits, and prescribes disciplinary measures for, conduct that constitutes sexual harassment, sexual assault, or unlawful discrimination.

5.4 CONTRACT NEGOTIATION

5.4.1 Negotiation

After selection of a successful Proposer, Agency may enter into Contract negotiations with the successful Proposer. By submitting a Proposal, Proposer agrees to comply with the requirements of the RFP, including the terms and conditions of the Sample Contract (Attachment A), with the exception of those terms listed below for negotiation.

Proposer shall review the attached Sample Contract and note exceptions.

Proposer must submit those exceptions to Agency during the Questions / Requests for Clarification period set forth in Section 1.2. If Agency agrees to make any requested changes to the Sample Contract, Agency will issue an Amendment to notify Proposers of such changes. Unless Agency issues an Amendment modifying any of the terms and conditions, http://sos.oregon.gov/business/pages/register.aspx https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx

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Agency intends to enter into a Contract with the successful Proposer substantially in the form set forth in Sample Contract (Attachment A).

Following the selection of the apparent successful Proposer, Agency may agree to negotiate changes to the negotiable provisions of the Sample Contract listed below. However, Agency is not required to make any changes and many provisions cannot be changed. Proposer is cautioned that the State of Oregon believes modifications to the standard provisions constitute increased risk and increased cost to the State.

Any subsequent negotiated changes are subject to prior approval of the Oregon Department of Justice.

Agency is willing to negotiate ONLY the Statement of Work and the following terms and conditions:

• Scope of Work

• Term of Contract

• Methods of Payment

• Payment and Financial Terms

In the event that the parties have not reached mutually agreeable terms within 14 calendar days, Agency may terminate Negotiations and commence Negotiations with the next highest-ranking Proposer.

SECTION 6: ADDITIONAL INFORMATION

6.1 COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

The State of Oregon is committed to taking active steps toward increasing and promoting diversity, equity, and inclusion values across procurement processes for minority, women, emerging small, and service-disabled veteran owned businesses by reducing barriers to compete for and be awarded state contracts. All interested businesses are encouraged to submit proposals for this contracting opportunity.

6.2 CERTIFIED FIRM PARTICIPATION

Pursuant to Oregon Revised Statute (ORS) Chapter 200, Agency encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (“COBID”) in all contracting opportunities. This includes certified small businesses in the following categories: disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business.

Agency also encourages joint ventures or subcontracting with certified small business enterprises. For more information, visit:

https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN= oregon4biz

If the Contract has potential subcontracting opportunities, the successful Proposer may be required to submit a completed Certified Disadvantaged Business Outreach Plan (Attachment E) prior to execution.

6.3 GOVERNING LAWS AND REGULATIONS

https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN=oregon4biz https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN=oregon4biz

DAS Procurement Services, Version 4.5 March 31, 2023 Page 22 of 22

This RFP is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this RFP, evaluation and award is the Circuit Court of Marion County for the State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section 6.2 be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any claim or consent to the jurisdiction of any court.

6.4 OWNERSHIP/PERMISSION TO USE MATERIALS

All Proposals are public records and are subject to public inspection after Agency issues the Notice of Intent to Award. Application of the Oregon Public Records Law will determine whether any information is exempt from disclosure.

All Proposals submitted in response to this RFP become the Property of Agency. By submitting a Proposal in response to this RFP, Proposer grants the State a non-exclusive, perpetual, irrevocable, royalty-free license for the rights to copy, distribute, display, prepare derivative works of and transmit the Proposal solely for the purpose of evaluating the Proposal, negotiating a Contract, if awarded to Proposer, or as otherwise needed to administer the RFP process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311 through 192.478). Proposals, including supporting materials, will not be returned to Proposer, except in the case of Proposals that were submitted late and rejected by Agency.

6.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES.

Pursuant to ORS 279B.100, Agency may reject any or all Proposals in-whole or in-part, or may cancel this RFP at any time when the rejection or cancellation is in the best interest of the State or Agency, as determined by Agency. Neither the State nor any State agency is liable to any Proposer for any loss or expense caused by or resulting from the delay, suspension, or cancellation of the RFP or a Contract/Price Agreement award, or the rejection of any Proposal.

6.6 COST OF SUBMITTING A PROPOSAL

Proposer shall pay all costs incurred in connection with its Proposal, including, but not limited to, the costs to prepare and submit the Proposal, costs of samples and other supporting materials, costs to participate in demonstrations, and costs associated with protests.

6.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

If applicable, Proposer shall include information in its Proposal that demonstrates compliance with the Statewide E-Waste/Recovery Procedure #107-011-050_PR. Visit the DAS website www.oregon.gov/das and use the search bar feature to locate the procedure.

6.8 RECYCLABLE PRODUCTS

Proposer shall use recyclable products to the maximum extent economically feasible in the performance of the Services or Work described in this RFP and the subsequent Contract. (ORS 279B.025) https://www.oregon.gov/das

3.3 PROPOSAL REQUIREMENTS