Bid Notice-The Dalles Watershed Project.pdf
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- Attached to
- The Dalles Watershed Project
- Solicitation number
- S-62900-00018091
- Issued by
- Marion County, Oregon
About this file
This is a Request for Proposals (RFP) issued by the Oregon Department of Forestry under OregonBuys Bid Number S-62900-00018091 for environmental planning and compliance services related to The Dalles Watershed Project on the Barlow Ranger District of the Mt. Hood National Forest. The project encompasses data collection, analysis, and documentation services required to comply with the National Environmental Policy Act (NEPA) and federal law, including the development and production of an Environmental Assessment and Finding of No Significant Impact (FONSI). A pre-proposal conference is scheduled for October 13, 2026, at 3:00 PM Pacific Standard Time, with questions due by October 14, 2026, at 3:00 PM. Proposals must be submitted electronically through OregonBuys by November 2, 2026, at 2:00 PM Pacific Standard Time. All work must be completed by June 30, 2028. The initial contract term is anticipated to be two years, with the possibility of additional contract amendments to extend the term, increase or decrease work quantities, or modify specifications. The State anticipates awarding one contract resulting from this solicitation. The single point of contact is Katrina Chinn, Procurement Specialist, at the Oregon Department of Forestry.
Proposers must meet extensive minimum qualifications including a project lead with an undergraduate degree in forestry or natural resources and two years of professional experience; a writer/editor with technical writing credentials and two years of NEPA document experience; a wildlife biologist with Northern Spotted Owl habitat experience and two years of biological evaluation preparation experience; an archaeologist meeting OPM or 36 CFR standards; a forester/forest vegetation specialist with five years of stand evaluation experience and silviculture certification; a prescribed fire/fuels specialist with three years of applied field experience; a botanist with two years of biological evaluation experience; a hydrologist with three years of hydrological evaluation experience; a soil specialist with two years of GIS experience; a fisheries biologist with ESA consultation experience; and various other specialists in recreation, transportation planning, and GIS analysis. The price proposal must include personnel, travel, supplies, overhead, and administrative charges, with evaluation scoring based on 150 total points: management plan (20 points), references (20 points), questions for proposer (20 points), key persons and resumes (20 points), statement of qualifications (20 points), and price (50 points). The evaluation process may include additional rounds of competition, discussions, and revised proposals at the agency's discretion. The State of Oregon promotes equal opportunity and encourages participation of certified small businesses, disadvantaged business enterprises, minority-owned businesses, women-owned businesses, service-disabled veteran-owned businesses, and emerging small businesses.
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RFP: S-62900-00018091 The Dalles Watershed Project GNA 2026
DAS Procurement Services, Version 4.5 March 31, 2023 Page 1 of 25
STATE OF OREGON
COVER PAGE
Oregon Department of Forestry
Is issuing this Request For Proposals (RFP) under OregonBuys Bid Number S-62900-00018091 for
THE DALLES WATERSHED PROJECT FOR THE BARLOW
RANGER DISTRICT ON THE UMPQUA NATIONAL FOREST
UNDER GOOD NEIGHBOR AUTHORITY 2026
Date of Issue: October 2, 2026
Closing Date and Time: November 2, 2026, at 2:00 PM Pacific Standard Time (PST)
Single Point of Contact (SPC): Katrina Chinn, Procurement Specialist
Address: 2600 State Street, Bldg. E City, State, Zip Salem, OR 97310 Phone (voice) 971.345.7823 E-mail: Katrina.chinn@odf.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.
DAS Procurement Services, Version 4.5 March 31, 2023 Page 2 of 25
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 OREGONBUYS
4.7 PROPOSAL MODIFICATION OR WITHDRAWAL
4.8 PROPOSAL DUE
4.9 PUBLIC OPENING
4.10 PROPOSAL REJECTION
4.11 EVALUATION PROCESS
4.12 POINT AND SCORE CALCULATIONS
4.13 RANKING OF PROPOSERS
4.14 ADDITIONAL ROUNDS
4.15 SCORING AND RANKING OF PROPOSERS FOR SUBSEQUENT ROUNDS
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
6.9 PRINTING, BINDING, AND STATIONERY WORK
DAS Procurement Services, Version 4.5 March 31, 2023 Page 3 of 25
LIST OF ATTACHMENTS
ATTACHMENT A SAMPLE CONTRACT
ATTACHMENT B DISCLOSURE EXEMPTION DECLARATION
ATTACHMENT C PROPOSER INFORMATION AND CERTIFICATION SHEET
ATTACHMENT D REFERENCE CHECK FORM
ATTACHMENT E PRICE PROPOSAL FORM
ATTACHMENT F COBID CERTIFICATION / OUTREACH PLAN
ATTACHMENT G RESPONSIBILITY INQUIRY
ATTACHMENT H QUESTIONS FOR PROPOSER
DAS Procurement Services, Version 4.5 March 31, 2023 Page 4 of 25
SECTION 1:
1.1 INTRODUCTION
The State of Oregon, acting by and through the Oregon Department of Forestry or ), is issuing this Request for Proposal under the provisions of ORS 279B.060 for data collection, analysis, and documentation Services needed to comply with the National Environmental Policy Act (NEPA) and other federal laws for the Dalles Watershed (TDW) Good Neighbor Authority (GNA) Project on the Barlow Ranger District on the Umpqua National Forest (hereinafter referred to as the
Contractor will develop and produce an Environmental Assessment for this Project as described in 7 CFR 1b and Finding of No Significant Impact (FONSI) in accordance with NEPA and other applicable federal laws.
All Work must be completed on this Project prior to June 30, 2028. Additional details on the Scope of the Services are included in the Scope of Work/Specifications section.
As a result of this Solicitation, the Agency anticipates the award of one Contract from this RFP.
The initial term of the Contract is anticipated to be 2 years.
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.
Event Date Time
Pre-Proposal Conference October 13, 2026 3:00 PM
Questions / Requests for Clarification Due October 14, 2026 3:00 PM
Answers to Questions / Requests for Clarification Issued (approx.)
October 23, 2026
RFP Protest Period Ends
7 calendar days prior to RFP Opening
Closing (Proposal Due) See RFP cover page
Opening of Proposal November 2, 2026 2:00 PM
Issuance of Notice of Intent to Award (approx.) November 9, 2026
Award Protest Period Ends 7 calendar days after Notice of Intent to Award
1.3 SINGLE POINT OF CONTACT (SPC)
The SPC 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.
DAS Procurement Services, Version 4.5 March 31, 2023 Page 5 of 25
SECTION 2:
2.1 AUTHORITY AND METHOD
Agency is issuing this RFP pursuant to its authority under ORS 279A.050, OAR 125-246- 0170(2) and the Department of Administrative Services (DAS) Delegation Agreement REQ- DASOBO-00065874 (as amended).
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.
occur.
resulting from this Solicitation Document.
2.3 OVERVIEW AND PURPOSE
2.3.1 Agency Overview and Background
The Federal Forest Restoration (FFR) Program plays a role in supporting healthy federal forests in Oregon by leveraging tools such as the GNA, cooperative agreements, and grant agreements. Its mission is to accelerate the pace, scale, and quality of forest restoration, Oregon state law (ORS 526.275) which established a policy to prioritize GNA projects that increase timber harvest volume, create jobs, reduce wildfire risks, enhance wildlife habitat and watershed health, and stimulate local economies. State law also mandates that ODF tive, existing resources.
Environmental planning and compliance work is an important component of the FFR program.
2.3.2 Project Overview, Background and Purpose
DAS Procurement Services, Version 4.5 March 31, 2023 Page 6 of 25 support the Forest Service in all aspects of forest restoration projects from inception to completion. A critical part of this process is the planning and compliance work which is the focus of this RFP.
The Project is a landscape-scale restoration effort identified as a high priority for wildfire -year Landscape Resilience Strategy and the Mt. Hood area all-lands Strategic Action Plan. It s responsive to local partnership priorities identified through the Wasco County all-lands group, Hood River All-Lands Partnership, the City of The Dalles, and the Hood River and Wasco County Forest Collaboratives.
The Agency will hold the Contract and be responsible for payment. USFS staff will act as designated representatives, local contacts, and Contract field inspectors reporting to the Agency on Contract implementation and accepting completed work. The selected Contractor shall contact USFS staff for issues and questions regarding policy, analysis, format requirements, and Statement of Work (SOW) tasks. The selected Contractor shall contact the ODF Contract Administrator or designated representative for questions regarding Contract specifications, Contract-related issues, and Contract payments.
Unless otherwise specified, the selected Contractor shall be required to meet the highest standards prevalent in the industry or business most closely involved in providing the appropriate Services when performing under the resulting Contract from this Solicitation Document.
The form of the resulting Contract and applicable general provisions are included in the Sample Contract (Attachment A). Additional Services may be added to or subtracted from the Contract via a mutually agreed upon amendment. The parties may need to modify selected terms, conditions, price(s) and types of work under circumstances related to the following illustrative, although not exhaustive, categories of amendments:
Amendments to extend the term of the Contract for additional periods;
Amendments to increase or decrease the quantity of Work;
Amendments to delete Work;
Amendments to increase or decrease the maximum not-to-exceed compensation payable to selected Contractor; and Amendments to change or add additional specifications.
2.4 SCOPE OF WORK/SPECIFICATIONS
The Scope of Work for this RFP includes data collection, analysis, and documentation Services needed to comply with the National Environmental Policy Act (NEPA) and other federal laws for the TDW GNA Project on the Barlow Ranger District on the Mt. Hood National Forest. Additionally, the Scope also includes developing and producing an Environmental Assessment and FONSI in accordance with NEPA and other applicable federal laws.
See Exhibit A (Statement of Work) to Attachment A (Sample Contract) for comprehensive details on the Scope and Work specifications.
DAS Procurement Services, Version 4.5 March 31, 2023 Page 7 of 25
SECTION 3:
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
Proposer shall specify key person(s) to be assigned to this Project who meet or exceed the minimum requirements below:
Project Lead
An undergraduate degree in forestry, natural resources, environmental science, wildlife biology, botany, hydrology, archaeology, environmental planning, public administration, or a closely related field or equivalent education and experience (e.g.
number of years worked, certifications, etc.), and
At least two (2) years of professional experience managing natural resources, environmental planning, forestry, restoration, or federal land management projects.
Writer/Editor
An undergraduate degree in a field requiring technical writing or editing, or equivalent education and experience (e.g. number of years worked, certifications, etc.), and
At least two (2) years of experience in preparing NEPA-compliant documents.
Wildlife Biologist
An undergraduate degree in wildlife biology, or equivalent education and experience (e.g. number of years worked, certifications, etc.):
Prior experience working in and identifying Northern Spotted Owl habitat:
Experience in analyzing potential impacts of the proposed treatments on species, including Management Indicator Species; Survey and Manage Species; and Threatened/Endangered/Sensitive Proposed Species:
Prior experience consulting with US Fish and Wildlife Service; and At least two (2) years of experience in preparing Biological Evaluations (BEs) and
Biological Assessments (BAs).
Wildlife Survey Crew Lead
At a minimum, the crew leader shall have two (2) seasons of experience surveying for mollusks in the Pacific Northwest. A single season consists of three (3) months.
Wildlife Survey Crew Members
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For mollusk surveys, all surveyors shall have two (2) seasons of experience conducting mollusk surveys in the Pacific Northwest. A single season consists of three (3) months.
Archaeologist
At a minimum, the Proposer s archaeologist must meet one of the following standards:
o An archaeologist who meets the standards established for Archaeologist in the United States Office of Personnel Management (OPM) X-118 professional Archaeologist (GS-0193), or o A professional consultant who meets the professional standards of 36 CFR 296.8, or o An archaeologist who meets Guidelines for Professional Qualifications in Archaeology and Architectural Historians (GS-0170) OPM P-170-0 as applicable (48 FR 44738-44739).
Archaeologist Technicians
Either :
o A bachelor's degree in anthropology, archaeology, or a related field, including completion of an archaeological field school; or o Six (6) months of general work experience and six (6) months of experience conducting archaeological survey and excavation; or a combination of both.
Forester/ Forest Vegetation Specialist
An undergraduate degree in forestry, or equivalent education and experience (e.g.
number of years worked, certifications, etc.);
An understanding of local forest types and the management techniques and harvest systems specific to them;
At least five (5) years of experience in preparing forest stand evaluations or assessments and silvicultural prescriptions. Experience must be equivalent to the work of a silviculturist and documented through a certification process (i.e. Forest Service certified silviculturist, Society of American Foresters, or equivalent);
Demonstrated experience developing projects in Northwest Forest Plan Late Successional Reserve (LSR), developing proposed actions consistent with Northwest Forest Plan LSR assessments and other laws, regulations and policies, and writing silvicultural prescriptions for fuels-focused projects; and
Demonstrated experience contributing to an Environmental Assessment or Environmental Impact Statement and outlining existing condition, desired condition and effects analysis.
Prescribed Fire/Fuels Specialist or Fire Ecologist
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An undergraduate degree in fire ecology, natural resource management, forestry, forest management, or related degree. Equivalent experience may be considered in lieu of education (e.g. number of years worked, certifications, etc.);
Three (3) years applied field experience in wildfire/prescribed fire management;
Understanding of fuel structure and composition and how it relates to fire behavior and probability;
Proficient in using fire behavior modeling tools (able to model a change in fire behavior under different treatment alternatives); and Understanding of the potential operational delineations (PODs) concept, and how they are designed, implemented and used in fire management.
Botanist
An undergraduate degree in botany, ecology, environmental science, or equivalent education and experience (e.g. number of years worked, certifications, etc.);
At least two (2) years of experience in preparing BEs and Bas;
Experience in analyzing potential impacts of the proposed treatment on species including Management Indicator Species, Survey and Manage Species, Threatened/Endangered/Sensitive Proposed Species, and noxious weeds of Oregon;
Ability to prepare botanical reports, BEs and BAs, and weed risk assessments; and Ability to use Geographic Information System (GIS) applications for survey data collection, data management, and analysis of project effects.
Hydrologist
An undergraduate degree in hydrology or equivalent education and experience (e.g.
number of years worked, certifications, etc.);
At least three (3) years of experience in preparing hydrological evaluations or assessments including conducting stream and road-stream crossing surveys to assess riparian function, identify water resources, and classify streams within Oregon or Washington;
Ability to analyze Project effects on riparian condition including riparian thinning and shade, large wood recruitment, sediment delivery, nutrient cycling, peak flows, water temperature, and instream habitat complexity;
Ability to use GIS applications for survey data collection, data management, and analysis of project effects;
Understanding of Clean Water Act and Oregon Department of Environmental Quality implementation requirements for Total Maximum Daily Loads; and
Understanding of Northwest Forest Plan Aquatic Conservation Strategy and Objectives and Standards & Guidelines for Riparian Reserves.
Soil Specialist
An undergraduate degree in soil science or geology, or equivalent education and experience (e.g. number of years worked, certifications, etc.);
Understanding of the role of compaction, erosion, and nutrient cycling in forest productivity;
Understanding in mass movement and erosion processes;
DAS Procurement Services, Version 4.5 March 31, 2023 Page 10 of 25
Understanding of Forest Plan standards and guides related to soil resource protection;
Ability to analyze soil erosion risk and mass movement risk; and At least two (2) years of experience in GIS, use of bare earth LiDAR, and preparing soil assessments.
Fisheries Biologist
An undergraduate degree in fisheries or aquatic biology, or equivalent education and experience (e.g. number of years worked, certifications, etc.);
At least two (2) years of experience in preparing BEs and BAs for anadromous salmonids and Endangered Species Act (ESA) listed fish species;
Ability to prepare BE and BA; and Experience with ESA Section 7 and Magnuson-Stevens Fishery Conservation
Management Act consultation process and requirements (e.g. number or years, trainings, etc.).
Recreation and Visuals Specialist
An undergraduate degree in recreation-related field, economics, landscape architecture or social sciences, or equivalent education and experience (e.g. number of years worked, certifications, etc.);
At least two (2) years of experience related to NEPA analysis of content related to recreation, cultural resources, and visual or scenic quality studies;
Demonstrated recreation resource analysis experience congruent with the Project;
Knowledge of and experience with the large variety of recreational opportunities that occur on the Mt. Hood National Forest including, but not limited to, motorized and non-motorized recreation, developed and dispersed recreation, motorized and non-motorized boating, fishing, hunting, camping, hiking, horse or other stock use, driving for pleasure, wildlife viewing, scenic driving or touring, winter recreation including motorized and non-motorized, climbing, backpacking, geothermal features, bicycle use, collection of forest products, motorized and non-motorized water activities, and foraging; and
Demonstrated visual resource analysis experience congruent with the Project.
Transportation Planner
A technical degree in forest or civil engineering, or a comparable level of education and experience (e.g. number of years worked, certifications, etc.); and
Proven expertise in forest transportation systems as well as in their maintenance and reconstruction.
Geographic Information System (GIS) Specialist
An undergraduate degree in computer science, geography, or equivalent education and experience (e.g. number of years worked, certifications, etc.); and
At least two (2) years of experience in managing or analyzing geospatial data and preparing maps.
3.1.2 Statement of Qualifications:
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Proposer must submit a Statement of Qualifications demonstrating knowledge, experience, and training in:
NEPA and ESA analysis and writing and editing of NEPA and ESA documents;
Planning and implementation of forest restoration, timber harvest, and hazardous fuels reduction projects under the Northwest Forest Plan;
Pacific Northwest ecosystems;
Analysis of various types of natural resource data; and Public engagement and content analysis of public comments.
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):
Management Plan
Proposer Information and Certification Sheet (Attachment C)
Reference Check Form (Attachment D)
Price Proposal Form (Attachment E)
COBID Certification / Outreach Plan (Attachment F)
Responsibility Inquiry (Attachment G)
Questions for Proposer (Attachment H)
Key Persons and Resumes
Statement of Qualifications
3.2.2 Other Submissions
Disclosure Exemption Declaration (Attachment B) (if applicable).
3.2.3 Proposal Page Limits
Reserved.
3.2.4 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 Section 4.5 for electronic submission instructions.
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
DAS Procurement Services, Version 4.5 March 31, 2023 Page 12 of 25 following formats: Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx). 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 Declaration (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
3.2.5 Authorized Representative
Failure of authorized representative to sign the Proposal may result in rejection of the Proposal by Agency.
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.
3.3.1 Management Plan
The Proposal shall provide a plan that identifies the level of effort, supporting staff, equipment, resources, and space that shall be committed to the timely and successful completion of the Project. The Management Plan shall demonstrate a clear grasp of Project objectives, constraints, and success criteria. The Management Plan shall also include a Work breakdown structure and Project timeline chart (Gantt or similar) showing Project milestones and start/end dates of Project tasks.
3.3.2 Proposer Information and Certification Sheet
Proposer shall complete and submit the Proposer Information and Certification Sheet (Attachment C).
Failure to demonstrate compliance with Oregon Tax Laws and sign the Proposer Information and Certification Sheet may result in a finding of non-Responsibility.
3.3.3 References
Provide 2 references from current or former client firms for similar projects performed for any clients within the last 5 years. References must be able to verify the quality of previous, related Work.
Agency may check to determine if references provided support
DAS Procurement Services, Version 4.5 March 31, 2023 Page 13 of 25 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)
Proposer shall send the Reference Check Form (Attachment D) to its references. Reference forms must be completed by the reference, and sent to the SPC. Reference forms must be received prior to Opening. Reference forms not received before Opening will not be scored.
3.3.4 Price Proposal
Proposer shall submit a detailed Price Proposal (Attachment E) that includes:
Per unit cost for each item listed; and
The total cost for the entire Project.
The Price Proposal must include personnel, travel, supplies, other costs, and administrative and overhead charges.
3.3.1 COBID Certification / Outreach Plan
Proposer shall complete and submit COBID Certification / Outreach Plan (Attachment F).
3.3.2 Responsibility Inquiry
Proposer shall complete and submit Responsibility Inquiry (Attachment G).
3.3.3 Questions for Proposer
Proposer shall complete and submit the Questions for Proposer (Attachment H).
3.3.4 Key Persons and their Resumes
Proposer shall specify key person(s) to be assigned to this Project and include a current resume for each key person that details their background, experience, education, accomplishments, and expertise related to the specific Work. Proposer must provide contact information associated with previous work experience.
If Proposer intends to utilize subcontractors to accomplish Work under a resulting Contract, the Proposer must include a list of all subcontractors and include resumes for all subcontractor personnel who will provide Services.
Agency shall determine in its sole discretion if relevant experience may be substituted for degree requirements and whether the experience demonstrates qualifications and experience for the Work described in this RFP.
3.3.5 Statement of Qualifications
knowledge, experience, and training listed in Section 3.1.2.
SECTION 4:
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4.1 PUBLIC NOTICE
The RFP and attachments are published in the OregonBuys at https://oregonbuys.gov/. Documents will not be mailed to prospective Proposers.
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 be held at the date and time listed in the Schedule. Prospective e is highly encouraged but not mandatory.
The purpose of the Pre-Proposal conference is to:
Provide additional description of the Project;
Explain the RFP process; and
Answer any questions Proposers may have related to the Project or the process.
Statements made at the Pre-Proposal conference are not binding upon Agency. Proposers may be asked to submit questions in Writing.
Interested parties may participate in the Pre-Proposal Conference by emailing:
Kyle Sullivan-Astor at kyle.m.sullivan-astor@odf.oregon.gov
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 email;
Reference the OregonBuys bid number;
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. the provisions of the RFP, except that Proposer may protest Amendment(s) as provided below
DAS Procurement Services, Version 4.5 March 31, 2023 Page 15 of 25 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 Addenda
Prospective Proposer may submit a Written protest of anything contained in an Addenda.
Protests to an Addenda, if issued, must be submitted by 5:00 p.m. Pacific Time on the second Business Day following the issuance of the Addenda or the date/time specified in the Addenda, or they will not be considered. Protests of matters not added or modified by the Addenda 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;
and contact information;
Be sent by an authorized representative;
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: https://oregonbuys.gov/
Detailed instructions on how to submit a Proposal can be found at OregonBuys Vendor Formal Solicitation Response.pdf
4.6 OREGONBUYS
4.6.1 OREGONBUYS Assistance
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Parties needing assistance with OregonBuys may contact the OregonBuys Helpdesk by telephone at 1-855-800-5046 or by email at support.oregonbuys@das.oregon.gov.
4.6.2 OREGONBUYS Registration Information
Proposer must be registered in OregonBuys to do business with the State. Registration is free. Supplier Registration corner of the OregonBuys website: https://oregonbuys.gov/bso. For registration assistance, see vendor registration guidance:
https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationGuide.pdf.
Current and correct registration information is the sole responsibility of the registered party. Agency accepts no responsibility for missing or incorrect information.
4.6.3 Failure of Electronic Procurement System
In the event of a failure of an Electronic Procurement System that interferes with the ability of a Person to submit Electronic Submittals, to protest or to otherwise participate in the procurement, Agency may cancel the procurement or may extend the date and time of receipt of Electronic Submittals by providing notice of the extension immediately after the Electronic Procurement System becomes available.
4.7 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.
4.8 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.
4.9 PUBLIC OPENING
opening of the Proposals must notify the Single Point of Contact at least 48 hours prior to RFP Opening, to allow time for planning. Proposals received in response to this Solicitation Document will be opened during the scheduled Opening date and time designated in Section 1.2 Procurement Schedule or as changed by Addendum. Public opening may occur via Zoom or Teams video conference if ODF believes it is in the best interests of ODF staff and Proposers to do so. If ODF decides to hold a Zoom or Teams conference for the Proposal opening, Proposers will be sent instructions on how to join the meeting.
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Only the name of the Proposer will be read at the Opening, no other information will be made available at that time. Proposals received will not be available for inspection until after the evaluation process has been completed and the notice of Intent to Award is issued pursuant to
OAR 125-247-0630.
4.10 PROPOSAL REJECTION
Agency may reject a Proposal for any of the following reasons:
Proposer fails to substantially comply with all prescribed RFP procedures and 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.
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).
4.11 EVALUATION PROCESS
4.11.1 Responsiveness and Responsibility Determination
4.11.1.1 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.
4.11.1.2 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 G) with Proposal.
At any time prior to award, Agency may reject a Proposer found to be not Responsible.
4.11.2 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 4.11.2 up to the maximum points available as specified in Section 4.12 (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.
4.11.2.1 Evaluation Item 1 Management Plan
Management Plan will be evaluated based on the following questions:
Does the Management Plan reflect a clear grasp of Project objectives, constraints, and success criteria? (up to 10 points)
Is there a logical W similar) chart identifying timeline and milestones? (up to 10 points)
4.11.2.2 Evaluation Item 2 References
References will be evaluated based on ability to perform specifically to this Scope and complexity in these categories:
Timeliness/Responsiveness/Effectiveness (up to 5 points)
Customer satisfaction with services received (up to 5 points)
Knowledge/Experience (up to 5 points)
Overall quality of work performed (up to 5 points)
4.11.2.3 Evaluation Item 3 Questions for Proposer
Questions for Proposer (Attachment H) will be evaluated as follows:
points)
4.11.2.4 Evaluation Item 4 Key Persons and Resumes
The Key Persons and resumes will be evaluated based on the following questions:
Do 3.1.1? (up to 10 points)
Does each Key Person possess demonstrated experience on projects of similar scope (years, project types, and responsibilities)? (up to 10 points)
4.11.2.5 Evaluation Item 5 Statement of Qualifications
The Statement of Qualifications will be evaluated based on the following questions:
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Does the SOQ demonstrate that Key Personnel have successfully completed projects similar in size, scope, and complexity within the last five years? (up to 10 points)
Are Key Personnel professional licenses directly relevant to the required Services (e.g. forestry, NEPA, silviculture, GIS)?
(up to 10 points)
4.11.3 PRICE EVALUATION
The SPC will conduct the price evaluation. The SPC will award a price score to each Price Proposal (up to 50 points) based upon the percentage of the proposed price as compared to price using the following formula:
lowest price of all Proposers X price points possible = price score price being scored
4.11.4 PREFERENCES
4.11.4.1 Oregon Supplies and Services
Reserved.
4.11.4.2 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.
4.11.4.3 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.
4.11.4.4 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 125-246-0300.
4.12 POINT AND SCORE CALCULATIONS
Points are the total possible for each section as listed in the table below.
SCORING:
Evaluation Points Possible 100
Evaluation Item 1 Management Plan 20
Evaluation Item 2 References 20
Evaluation Item 3 Questions for Proposer 20
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The SPC will average all scores for each evaluation criterion. Except for References, scores are the values assigned by each evaluator. Price points are calculated as stated in Section 4.11.3 (Price Evaluation).
4.13 RANKING OF PROPOSERS
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.
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
4.13.1 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 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.
4.13.2 Competitive Range Protest
Proposers excluded from a round may submit a Written protest of Competitive Range.
Protests must:
Be emailed to the SPC;
Evaluation Item 4 Key Persons and Resumes 20 Evaluation Item 5 Statement of Qualifications 20
Price Points Possible 50
TOTAL POINTS POSSIBLE 150
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Reference the OregonBuys bid number;
contact information;
Be sent by an authorized representative
State the reason for the protest; and
Be received within 7 calendar days after issuance of the Notice of the Competitive Range unless a different due date and time is specified in such notice.
Agency will address all 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.
4.14 ADDITIONAL ROUNDS
Reserved.
4.15 SCORING AND RANKING OF PROPOSERS FOR SUBSEQUENT ROUNDS
Reserved.
SECTION 5:
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
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.
-Responsive.
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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;
contact information;
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 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 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
DAS Procurement Services, Version 4.5 March 31, 2023 Page 23 of 25 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.
5.3.5 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.
5.3.6 Other Required Information
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, 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:
Contract Term
In the event that the parties have not reached mutually agreeable terms within 5 calendar days of Notice of Intent to Award, Agency may terminate Negotiations and commence Negotiations with the next highest ranking Proposer.
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SECTION 6:
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 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 F) prior to execution.
6.3 GOVERNING LAWS AND REGULATIONS
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 6.3 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
DAS Procurement Services, Version 4.5 March 31, 2023 Page 25 of 25 the case of Proposals that were submitted…
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