C2023765_Notice_of_Intent_to_Award.pdf

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Attached to
Infant Playard Sleep Surfaces
Solicitation number
S-10000-00009038
Issued by
Marion County, Oregon

About this file

This is a Notice of Intent to Award issued by the Oregon Business Development Department (Business Oregon) on June 24, 2024, for Bid Solicitation S-12300-00009039 regarding long-term consulting services for the Oregon Growth Account. The solicitation sought qualified firms to provide consulting services related to investment analysis, private asset class evaluation, and economic impact measurement for the Oregon Growth Board. Meketa Investment Group, Inc. was identified as the apparent successful proposer with the highest overall score of 354.5 points across the evaluation criteria, followed by RVK Inc. with 339.8 points. The evaluation process involved four independent evaluators who scored proposals across seven detailed criteria, including approaches to analyzing investable universes, internal recommendation approval processes, presentations to legislative bodies regarding private asset classes, firm positioning, data measurement strategies, data acquisition methodologies, and reporting approaches.

The scoring evaluation was conducted on a percentage-based scale with all four evaluators ranking Meketa Investment Group, Inc. as the top-ranked proposer in Round 2, demonstrating consistent strong performance across all evaluation categories. RVK Inc. received the second-ranking position from all four evaluators. The document includes a comprehensive evaluation spreadsheet detailing individual evaluator scores, calculated total points, and normalized scoring metrics. Protests regarding the award determination must be submitted in accordance with Section 5.3 of the bid solicitation. The specific contract value, contract term length, and renewal options are not detailed in this notice of intent to award document, which focuses solely on communicating the evaluation results and apparent successful proposer to all interested parties.

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S-10000-0009038 _ 5839 RFQ~1.pdf PDF
S-10000-00009038 5839 bid tab sheet.pdf PDF
S-10000-00009038 amendment~1.docx DOCX document

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Text version

775 Summer St. NE, Ste. 200 • Salem, OR 97301 • 503–986–0123 • fax 503 5815115 • biz.oregon.gov

Date: 06/24/2024

To: All interested parties via OregonBuys

Re: Notice of Intent to Award for Bid Solicitation S-12300-00009039

The Oregon Business Development Department, or “Business Oregon” has completed the proposal evaluation process, and as a result of the scoring, Meketa Investment Group, Inc. received the highest score and is the apparent successful Proposer.

We have attached a summary of the scoring results. Protests must be received in accordance with Section 5.3 of Bid Solicitation S-12300-00009039.

We appreciate the time and effort made by your company in submitting a proposal. Business Oregon looks forward to working with your firm. If you have any questions regarding the selection process, please contact me.

Sincerely, Dee Wendler (she, her, hers) Interim Manager, Procurement and Contracts Business Oregon | biz.oregon.gov 971-718-6790 cell https://biz.oregon.gov/ https://www.facebook.com/BusinessOregon https://twitter.com/BusinessOregon/ https://www.linkedin.com/company/1072484/ http://www.oregon4biz.com/

Agency Contract #: C2023765 Title: S‐123000‐

Evaluator 1 Evaluator 2 Evaluator 3 Evaluator 4

Proposer / Bidder Criteria Rating % of total points per scale

Rating % of total points per scale

Rating % of total points per scale

Rating % of total points per scale

Total

Calculated

Points

Scoring Rank

Normalized

Score (lower is better)

1.Please describe in detail how your firm would approach the canvassing and analysis of a client’s bespoke investable universe.

85% 100% 95% 90%

2.How would your internal recommendation approval process change, if at all, to address a client’s secondary goals and/or a client’s higher‐ than‐average risk tolerance?

70% 100% 90% 94%

3.Assume you are presenting to a public legislative body. How would you describe the potential benefits and challenges of utilizing different private asset classes for both financial returns and economic development purposes in a state like

Oregon?

75% 90% 85% 90%

4.a. How is your firm uniquely positioned to help the Oregon Growth Board achieve these goals?

85% 90% 95% 95%

4.b.What data would you use to measure progress on these goals and the programs’ economic impact on the State of Oregon?

85% 80% 90% 90%

4.c. How would you go about acquiring the data and calculating the economic impact?

80% 80% 95% 90%

4.d. Please describe the report(s) you would publish to demonstrate the results.

70% 90% 90% 90%

CALCULATED POINTS 78.8 92.6 91.4 91.8

EVALUATOR RANK 1 1 1 1

Meketa Investment

Group

354.5 1 4

00009039 Long Term Consulting Services for the

Oregon Growth Account ‐ Round 2

Agency Contract #: C2023765 Title: S‐123000‐

Evaluator 1 Evaluator 2 Evaluator 3 Evaluator 4

Proposer / Bidder Criteria Rating % of total points per scale

Rating % of total points per scale

Rating % of total points per scale

Rating % of total points per scale

Total

Calculated

Points

Scoring Rank

Normalized

Score (lower is better)

00009039 Long Term Consulting Services for the

Oregon Growth Account ‐ Round 2

1.Please describe in detail how your firm would approach the canvassing and analysis of a client’s bespoke investable universe.

80% 85% 85% 80%

2.How would your internal recommendation approval process change, if at all, to address a client’s secondary goals and/or a client’s higher‐ than‐average risk tolerance?

65% 90% 95% 80%

3.Assume you are presenting to a public legislative body. How would you describe the potential benefits and challenges of utilizing different private asset classes for both financial returns and economic development purposes in a state like

Oregon?

80% 95% 90% 90%

4.a. How is your firm uniquely positioned to help the Oregon Growth Board achieve these goals?

85% 90% 95% 80%

4.b.What data would you use to measure progress on these goals and the programs’ economic impact on the State of Oregon?

75% 80% 80% 90%

4.c. How would you go about acquiring the data and calculating the economic impact?

85% 90% 90% 85%

4.d. Please describe the report(s) you would publish to demonstrate the results.

65% 90% 85% 85%

CALCULATED POINTS 77.1 89.3 90.0 83.4

EVALUATOR RANK 2 2 2 2

RVKInc. 339.8 2 8

C2023765_Notice_of_Intent_to_Award
C2023765_OGA_Evaluation_spreadsheet_Round 2

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