Deferred_Compensation_Consultant_(Addendum_#1_Revision).pdf

REQUEST FOR PROPOSAL

DEFERRED COMPENSATION CONSULTANT

(NO. 2025.078-RFP)

FOR

Washington County, Oregon

RELEASE DATE: September 15, 2025 DEADLINE FOR QUESTIONS: October 1, 2025

RESPONSE DEADLINE: October 10, 2025, 5:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://procurement.opengov.com/portal/washington-county-or

Deferred Compensation Consultant

1. Request for Proposals

2. Introduction

3. Overview and Purpose

4. Evaluation Phases

5. Evaluation and Award Process

6. Instructions to Proposers

7. Terms and Conditions

8. Vendor Submissions

Attachments:

A - 2025-PP-SERVICES-CONTRACT-MASTERformGood_8-8-25

B - 2022-ATTACHMENT-C

C - 2Q25 Voya Plan Review_July 29 2025

Deferred Compensation Consultant

1. 1. Request for Proposals

(No.2025.078-RFP)

Washington County, Oregon is requesting proposals from qualified firms to provide Deferred Compensation Consultant.

Proposals must be received by 5:00 pm Friday, October 10, 2025.

The County may reject any proposal not in compliance with all prescribed public bidding procedures and requirements and may reject for good cause any or all proposals upon a finding by the County it is in the public interest to do so.

A copy of the Request for Proposal document is posted on https://secure.procurenow.com/portal/washington-county-or. Proposal documents can be viewed and downloaded from the site. The County’s electronic solicitation portal can also be accessed at www.washcopurch.com/biz. Proposer is responsible for checking the site for any addendums before submitting their proposals.

Washington County reserves the right to reject any and all proposals and to waive any and all informalities in the best interest of the County.

Kiersten Vanderhoof, Lead Procurement Analyst

Posted to: Monday, September 15, 2025 OregonBuys https://secure.procurenow.com/portal/washington-county-or

Deferred Compensation Consultant

2. 2. Introduction

The following instructions, terms, and conditions apply to all solicitations to provide either goods or services to Washington County.

1. 2.1. Summary

Washington County, Oregon is requesting sealed proposals from qualified firms to provide deferred compensation consulting to help oversee the compliance and fiduciary duties related to the County’s voluntary 457(b) and 401(a) plans. The successful proposer must acknowledge in writing they have a fiduciary obligation as an investment advisor to the 457(b) and 401(a) plans while providing the consulting services to the County. Firm must be Registered Investment Advisors.

2. 2.2. Background

Washington County is a suburban county located on the western edge of Portland, Oregon. Its boundaries extend from the City of Portland to the coast range. The current population is approximately 600,000 people. There is a mix of urban, suburban and rural areas. The eastern half of the County is composed of service industries, light manufacturing, residential and commercial activity. It is relatively densely populated. The western half is primarily farms and private forest lands across rural settings, together with several smaller incorporated and unincorporated communities.

The County seat of government is located in Hillsboro, Oregon. The County has experienced substantial growth over the last fifty years principally in the electronics and high-tech industries.

Twenty percent of the entire state's population growth in the last five years has occurred in Washington County.

The County is a home rule county, governed by five elected Commissioners who appoint a County Administrator as the chief executive of the County. There are currently approximately 2,350 employees in all areas of County government who are engaged in providing the multitude of services required by its member cities, businesses and general population.

3. 2.3. Contact Information

Kiersten Vanderhoof Lead Procurement Analyst 155 North First Ave, Ste 270, MS 28 Hillsboro, OR 97124 Email: kiersten_vanderhoof@washingtoncountyor.gov Phone: (503) 846-3585 mailto:kiersten_vanderhoof@washingtoncountyor.gov tel:(503)846-3585

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Department:

Human Resources

4. 2.4. Timeline

The County reserves the right to modify this schedule at the County's discretion. Proper notification of changes to the due date will be made to all parties that have received the proposal from the County's Procurement Portal.

Date of Legal Advertisement September 15, 2025

Question Submission Deadline October 1, 2025, 5:00pm

Submittals Due October 10, 2025, 5:00pm

Contractor Selection Date October 31, 2025

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3. 3. Overview and Purpose

1. 3.1. Overview and Purpose

Washington County enjoys a low turnover rate with many tenured, experienced employees and politically stable work environment. The County employs approximately 2,350 employees and has nine collective bargaining units.

In addition to being eligible for Oregon’s Public Retirement System, regular status County employees are eligible to participate in the County’s voluntary Deferred Compensation plan (457). VOYA is the current service provider for staff to elect plans offered for retirement savings through the 457(b) Deferred Compensation Plan. The plan currently offers both pre-tax and Roth deferrals. The County's current Deferred Compensation Consultant is Fiduciary Consulting Group.

As of the July 2025, the total plan assets were $222,076,600.

2. 3.2. Future State

Strong guidance and support provided by the consultant will enable to County to offer a robust and compliant plan for employees to build retirement savings and future stability.

3. 3.3. Itemized Requirements

Proposers shall have the following experience:

A. Firm must be a Register Investment Advisors

B. Individuals working on account must be licensed in accordance with the SEC

C. Individuals working on account must have a minimum 10 years of experience in the field of advising and/or administering deferred compensation programs.

4. 3.4. Scope of work, any plans and/or specifications.

Washington County is seeking a consultant to provide coordination and oversight in areas related to compliance and fiduciary duties of the County’s 457(b) deferred compensation plan and the 401(a) defined contribution plan. The successful qualified firm shall perform the following services and deliver the products as described below:

• Act as a co-fiduciary for the County’s 457(b) deferred compensation plan and the 401(a) defined contribution plan.

• Assist County staff in managing relationships with plan providers.

• Conduct on-going review of service levels from plan providers.

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• Conduct periodic RFPs to evaluate service providers in the market to ensure that Washington County is favorably positioned related to competitive pricing, fees, and investment options.

• Provide current, timely, and appropriate education and information to internal committee members on an on-going basis.

• Review investment policy statements and make recommendations as needed to ensure due diligence.

• Review other required or recommended documents and make recommendations as needed to ensure due diligence.

• Provide periodic analysis of investment options offered by plan providers, ensuring options offered provide an appropriate mix of investment types that spread investment risk over multiple investment options.

• Provide periodic analysis of investment options offered by plan providers, ensuring options offered are performing favorably compared to peers and appropriate indexes. For funds not performing up to expectations based on peers or indexes, as well as the County’s investment policies and guidelines, provide guidance and recommendations for replacement options.

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4. 4. Evaluation Phases

Proposal not to exceed twenty (20) pages.

1. Phase 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Page Count Points Based 5 (5% of Total)

2. Washington County Needs The ability of the Consultant to understand and best meet Washington County's needs based on the information provided in the RFP.

Points Based 20 (20% of Total)

3. Cost / Fees Cost of annual ongoing consultant fees.

Points Based 20 (20% of Total)

4. Performance Methodology How will the consultant benchmark and manage Washington County's deferred compensation plan and educate and advise the committee.

Points Based 15 (15% of Total)

5. Compliance Support Ongoing compliance support for deferred compensation committee and the plan.

Points Based 20 (20% of Total)

6. Access for Staff How does the consultant support the committee/organization and help ensure the 457 provider's products and systems are accessible for staff participating in the deferred compensation plan?

Points Based 5 (5% of Total)

7. Communication How well and with what methods does the consultant identify how they will utilize communication to support Washington County, the deferred compensation plan and its employees.

Points Based 10 (10% of Total)

8. Experience / Staffing Number of years' experience in consulting and/or compliance role.

Points Based 5 (5% of Total)

2. Phase 2

No. Evaluation Criteria Scoring Method Weight (Points)

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1. Interviews (If Necessary) The interview will have its own scoring rubric and those scores will be added to the scores from the proposals to come out with a total that will be used to determine the successful proposer.

0-5 Points 50 (100% of Total)

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5. 5. Evaluation and Award Process

1. 5.1. Clarifications

The County reserves the right to obtain clarification at any point in regards to a proposal or to obtain additional information necessary to properly evaluate a proposal. Failure of a Proposer to respond to such a request for additional information or clarification could result in rejection of their proposal.

After evaluation, demonstrations, and or interviews have occurred, a single firm will be identified that is best able to provide the services to the County. The County reserves the sole right to determine the best Proposal. A notice of intent to award will be published and a recommendation will be presented to the County Administrator or Board of Commissioners for their consideration.

2. 5.2. Interviews

Top scoring proposers may be selected for interviews. If oral interviews are determined to be necessary, the scores from the written proposals will be considered preliminary. Final scores will be determined based on the points assigned to the interview process.

3. 5.3. References

The County reserves the right to check references only on the highest scoring proposers or depending on the scoring differential just the highest proposer.

Questionnaires may be sent to customer references by Washington County or contacted by telephone. Secondary references may also be contacted.

4. 5.4. Period Proposal Validity

All proposals shall remain firm for a period of 180 calendar-days after date specified for receipt of proposals.

5. 5.5. Acceptance, Rejection and Cancellation of Award

Washington County reserves the right to accept or reject any or all proposals received as a result of this RFP and to negotiate with any qualified proposer(s) for all or part of the requested goods and services. All proposals become the property of the County.

This RFP does not commit the County to award a contract or to pay any costs incurred by respondents. Washington County reserves the right to cancel award of this contract at any time before execution of the contract if cancellation is deemed to be in the County's best interests. In no event shall the County have any liability for the cancellation of the award. All costs of the

Deferred Compensation Consultant proposal process, interviews, contract negotiations, and related expenses are the responsibility of the proposer.

Acceptance of a proposal is subject to budget approval, appropriation and budgetary constraints.

6. 5.6. Award Recommendation

The notice of intent to award will be posted on the County's Procurement Portal website at least seven (7) days before the award of the contract. See PROTESTS AND JUDICIAL REVIEW OF CONTRACT AWARD below for protest of award.

The decision by the Board or the County Administrator to award the contract shall constitute the final decision of the County to award the contract.

7. 5.7. Inspection of Proposals

Subject to the provisions of the Oregon Public Records Law, all proposals received will be available for public inspection after the notice of intent to award has been published. Proposals will be provided via an electronic link.

Copies of material from proposal files may be obtained from the Washington County Procurement Division upon payment of a charges based upon the current County Fee Schedule.

Prepayment is required for providing materials from the proposal files.

8. 5.8. Protests and Judicial Review of Contract Award

Purpose. The award by the Washington County Board of Commissioners of the contract shall constitute a final decision of the County to award the contract if no written protest of the award is filed. A proposer may protest the award of a contract, or the intent to award of a contract, whichever occurs first, if the conditions set forth in ORS 279B.410(1) are satisfied. A proposer must file a written protest with the County and exhaust all administrative remedies before seeking judicial review of the County's contract award decision.

Delivery. A proposer must deliver a written protest to the Washington County Procurement Manager within seven (7) days after issuance of the notice of intent to award the contract.

Content of Protest. A proposer’s written protest shall specify the grounds for the protest to be considered pursuant to ORS 279B.410(2). Proposer may not protest the content of specifications in an award protest. Proposers may protest only deviations from laws rules, regulations, or procedures including procedures set out in this RFP. Disagreement with the scoring by the Selection Committee is not a basis for protest. Protests must specify the grounds for the appeal including the specific citation of law, rule, regulation, or procedure upon which the protest is based.

County Response.The County shall not consider a proposer’s contract award protest submitted after the timeline established for submitting such protest. The County shall issue a written disposition of the protest in a timely manner as set forth in ORS 279B.410(4). If the County upholds the protest, in whole or in part, the County may in its sole discretion either award the

Deferred Compensation Consultant contract to the successful protestor or cancel the procurement or solicitation. The County shall not consider any protest against award based on the content of specifications.

Judicial Review. Judicial review of the Board’s or its designee’s decision relating to a contract award protest shall be in accordance with ORS 279B.415.

9. 5.9. Negotiation with Awarded Contractor(s)

The County reserves the right to negotiate final contract terms with the awarded contractor to the fullest extent allowed by law and as in the best interest of the County.

10. 5.10. Contract Term

The term of the contract will be Contract will be for a five year period.

The maximum term of the contract will be five years.

The estimated expenditure for the contract is approximately ___________. Actual expenditures may be more or less depending on actual requirements.

11. 5.11. Contractor's Responsibility

It is understood that the specifications and other contract documents do not purport to control the method of performing the work, but only the requirements as to the nature of the completed work. The contractor assumes the entire responsibility for the method of performing the work. Suggestions as to the method included in the contract documents shall be deemed advisory only and the feasibility of such methods, or the lack thereof, shall not affect the contractor’s liability, or status as independent contractor, and contractor will remain responsible for the cost of all permits unless otherwise specified.

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6. 6. Instructions to Proposers

1. 6.1. Deadline Disclaimer

It is the responsibility of the responder to upload and submit their electronic response before the deadline date and time approaches as posted on the County's Procurement Portal. Allow for a sufficient amount of time for the bid entry/document upload process in order to ensure timely submission.

Make sure that all documents are uploaded as soon as possible well in advance of the deadline.

The County's Procurement Portal will close promptly at the deadline date and time. All responses must be submitted, not in process, by that time…no exceptions are allowed.

Please note the system will accept Google Docs or Google Pages, but they are not readable by the County. DO NOT upload your response using a Google product.

2. 6.2. Precedence of Proposal Documents

The order of precedence of documents is as follows:

A. Instructions to Proposers

B. Contract Terms & Conditions (from attached sample contract)

C. Terms and Conditions

D. Project Details/Scope of Work

3. 6.3. Communication

Communication regarding this solicitation between a potential or actual Proposer and any Washington County staff, evaluation team member or any individual who has been in attendance during discussions regarding the scoring of proposals is strictly prohibited, all questions must be directed to the Procurement Division staff. These types of communication are prohibited from the time the Request for Proposals (RFP) is advertised until the award of a contract to the proposer selected. Failure to abide by this may be grounds for disqualification.

4. 6.4. Copies of Proposal Documents

Documents obtained from sources (such as directly from other contractors) other than the County's Procurement Portal are not valid proposal documents. It is the proposer's responsibility

Deferred Compensation Consultant to ensure they are following a particular project on the County's Procurement Portal in order to receive notification of all addenda as well as additional relevant information.

5. 6.5. Questions and Answers

Enter all questions regarding the meaning or intent of the solicitation into the questions area of the solicitation in the County's Procurement Portal.

6. 6.6. Specification Protest Process

Delivery:A proposer must deliver a protest of specifications to the County in writing no later than seven (7) calendar days prior to the proposal due date as follows:

Specification Protest Proposal#: 2025.078-RFP Washington County Procurement Division ATTN: Procurement Manager 155 North First Avenue, Suite 270 MS 28 Hillsboro, Oregon 97124-3072

Content:A proposer’s written protest must include:

A detailed statement of the legal and factual grounds for the protest; description of the resulting prejudice to the proposer; and a statement of the form of relief requested or any proposed changes to the specifications.

County Response: The County may reject without consideration a proposer’s protest received after the deadline established for submitting protest. The County shall provide notice to the applicable proposer if it entirely rejects a protest. If the County agrees with the proposer’s protest, in whole or in part, the County shall either issue an addendum reflecting its determination or cancel the solicitation.

Extension of Closing: If the County receives a written protest from a proposer in accordance with this rule, the County may extend closing if the County determines an extension is necessary to consider the protest and to issue addenda, if any, to the solicitation document.

Judicial review of the County’s decision relating to a specification protest shall be in accordance with ORS 279B.405.

7. 6.7. Phone Proposals, Late Proposals or Modifications

Late proposals or modifications of proposals will be handled in the following manner:

It is the sole responsibility of the Proposer to ensure the proposals are uploaded to the system by the specified time. The system will not allow Proposers to upload after this time and the proposal will not be considered.

Any modification of a proposal is subject to the same conditions set forth above.

Proposals will not be accepted via Phone, E-mail or FAX.

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8. 6.8. Interpretations and Addenda

Enter all questions regarding the meaning or intent of the solicitation into the questions area of the solicitation

A. Interpretations or clarifications considered necessary in response to such questions will be posted as addenda or in Questions and Answers in the County's Procurement Portal.

Bidders will be solely responsible to check for all addenda or questions and answers, if any, from the Procurement Portal prior to submitting their response.

B. Questions received after Wednesday, October 1, 2025 will not be answered unless the County determines, in its sole discretion, it is in the public’s best interest to do so.

C. Formal addenda and answers to questions posted in the Question and Answer section are made part of this solicitation and will be binding. Oral and other interpretations or clarifications will be without legal effect.

D. Written addenda may also be issued to modify the bid documents at the discretion of the County.

E. Receipt of addenda must be acknowledged on the County's Procurement Portal.

F. All questions pertaining to this bid shall be addressed only through the County's Procurement Portal. Do not contact any other Washington County staff, employee or official regarding this bid. Communication between bidder and any County staff is prohibited from the time the bid is advertised until the award of a contract to the bidder selected by the County.

G. After opening proposals, the County may issue or electronically post an addendum to the request for proposals that modifies the criteria, rating process and procedure for any tier of competition before the start of the tier to which the addendum applies.

H. The County shall send an addendum that is issued by a method other than electronic posting to all proposers who are eligible to compete under the addendum. The County shall issue or post the addendum at least five days before the start of the subject tier of competition or as the County otherwise determines is adequate to allow eligible proposers to prepare for the competition in accordance with County rules.

9. 6.9. Guidelines for Proposal Submittal and Receipt

To be considered for this contract, each proposer must enter its complete proposal per the Vendor Submission Section to the County's Procurement Portal.

Proposals must be uploaded by 5:00 pm Friday, October 10, 2025. The system will not allow late uploads. Allow plenty of time to ensure your upload is successful. Slow or malfunctioning internet shall not be an acceptable reason for late submissions. After uploading documents responders are encouraged to open and review uploaded documents to verify that they can be opened and are the correct documents before submitting. If the County cannot open any of the documents submitted the entire proposal will be disqualified.

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Proposers are required to submit any proposal forms furnished in this RFP document. Please retain a copy for your records.

Each submittal shall contain the following:

• Any proposal response forms listed in the Attachment Section.

• Responses, Certifications, or Agreements required in this solicitation.

• Proposers shall provide a copy of any contracts, licensing agreements, or other documents that the County will be asked to sign if they are the chosen contractor. These do not count against the page limit.

• Failure to submit any of the required items may be grounds for rejection of the proposal.

https://secure.procurenow.com/portal/washington-county-or/projects/196883/document?section=1834757

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7. 7. Terms and Conditions

1. 7.1. Laws and Regulations

A. The proposer is assumed to be familiar with all Federal, State, County or City laws or regulations, which in any manner affect those engaged or employed in the work or the materials or equipment used or which in any way affect the conduct of the work, and no pleas of misunderstanding will be considered on account of ignorance thereof. If the proposer shall discover any provision in these specifications or project information, plans or contract documents which is contrary to or inconsistent with any law or regulations, they shall report it to County in writing.

B. All work performed by the contractor shall be in compliance with all Federal, State, County and local laws, regulations and ordinances. Unless otherwise specified, the contractor shall be responsible for obtaining applicable permits and licenses.

2. 7.2. Recycled Materials and Sustainable Products and Processes

A. Contractor is encouraged to use recycled and recyclable products to the maximum extent economically feasible during the performance of the Contract.

B. Washington County prefers materials or supplies manufactured from recycled materials if the recycled product is available, and it meets the requirements set forth in the Specifications.

C. Washington County supports and encourages the use of sustainable products by the Contractor. To contribute to a clean environment for present and future generations, Contractor shall utilize sustainable products to the maximum extent feasible during the performance of this Contract.

3. 7.3. Proprietary Information, Ownership and Use of Documents

A. All documents submitted to the County shall become public records, subject to disclosure, unless otherwise protected pursuant to the Oregon Public Records Law.

B. The County is subject to the Oregon Public Records Law (ORS 192.410 to 192.505), which requires the County to disclose all records generated or received in the transaction of County business, except as expressly exempted in ORS 192.501, 192.502, or other applicable law. Examples of exemptions that could be relevant include trade secrets (ORS

192.501 (2)) and computer programs (ORS 192.501(15)). The County will not disclose records submitted by a Proposer that are exempt from disclosure under the Public Records Law, subject to the following procedures and limitations:

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C. The entire RFP cannot be marked confidential, nor, shall any pricing be marked confidential.

D. All pages containing the records exempt from disclosure shall be marked “confidential” and segregated in the following manner:

1. It shall be clearly marked in bold and on each page of the confidential document.

2. It shall be kept separate from the other RFP documents in a separate file upload.

3. Where this specification conflicts with other formatting and response instruction specifications, this specification shall prevail.

E. Where such conflict occurs, the Proposer is instructed to respond with the following:

“Refer to confidential information enclosed.” This statement shall be inserted in the place where the requested information was to have been placed.

F. Proposers who desire that additional information be treated as confidential must mark those pages as “confidential”, cite a specific statutory basis for the exemption, and the reasons why the public interest would be served by the confidentiality. Should a proposal be submitted as described in this section no portion of it can be held as confidential unless that portion is segregated as described above.

G. Notwithstanding the above procedures, the County reserves the right to disclose information that the County determines, in its sole discretion, is not exempt from disclosure or that the County is directed to disclose by the County’s Attorney, the District Attorney or a court of competent jurisdiction. Prior to disclosing such information, the County will notify the Proposer. If the Proposer disagrees with the County’s decision, the County may, but is not required to enter into an agreement not to disclose the information so long as the Proposer bears the entire cost, including reasonable attorney’s fees, of any legal action, including any appeals, necessary to defend or support a no-disclosure decision.

4. 7.4. Rights of the County

The County expressly reserves the following rights:

A. To waive irregularities in the proposals submitted.

B. To cancel the procurement or reject any proposals or portions thereof in accordance with ORS 279B.100.

C. To base awards with due regard to quality of services, experience, compliance with specifications, proposal response, and other such factors as necessary in the circumstances.

D. To make the award to any proposer whose proposal, in the opinion of management and the Board, is in the best interest of the County.

E. To negotiate contract terms and conditions.

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5. 7.5. Subcontractor Payment Reporting

A. Contractor shall report payment information and utilization data for subcontractors that perform any services, using a County-designated online reporting system. As of the effective date of this contract, such system is accessible at:

https://washcopurch.mwdbe.com/?TN=washcopurch. Contractor must log in to an account in the system in order to submit reporting information. Reporting information must be submitted at least once monthly, concurrent with Contractor’s invoice submission, or on such other frequency as the Project Manager may require. Contractor must designate a representative to administer the reporting function and be a point of contact for the County.

B. Progress payment requests, except the first request, shall include the Contractor’s verification that Subcontractor payment data and workforce data (if applicable) for all tiers have been entered into the County’s online reporting systems

6. 7.6. Qualifications, References and Responsible Proposer

A. Qualifications of proposers will be evaluated when determining the award. Proposers may be required to produce acceptable personal, business, and credit references and completed examples of previous work of a similar nature.

B. The County reserves the right to investigate references and to consider the past performance of any proposer with respect to its performance of similar projects, compliance with specifications and contractual obligations, its completion or delivery of services on schedule, and its lawful payment of employees and workers whether or not specifically listed by the proposer.

C. Before awarding a contract, the County shall determine that the apparent successful proposer has met the requirements of responsibility outlined in ORS 279B.110.

7. 7.7. Social and Lawful Fairness in Access and Treatment

A. In order to promote economic growth, the County seeks to maximize the participation of consultants, partners, contractors, and suppliers with varied experience and backgrounds throughout the duration of the project.

B. Working in a way that promotes the empowerment of individuals, organizations, and communities most affected by unlawful fairness in access and treatment is a practical method of achieving County goals. The County wants to integrate empowering and lawfully fair strategies that allow for authentic voice to be heard and ultimately represented in decisions from this delivery of service.

C. The County values the community as a whole and calls out those providing and receiving services should have a positive economic impact from the delivery of services that is long term and positively changes our hierarchical systems to incorporate those who are most affected by inequities.

https://washcopurch.mwdbe.com/?TN=washcopurch

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D. It is the County’s desire to create full and equal access to opportunities for all people that enable them to attain their full potential. We pay particular attention to the development of income and wealth for communities most affected by unlawful fairness in access and treatment.

8. 7.8. Cooperative Purchasing

A. Pursuant to the intent of Oregon Revised Statutes, Chapter 279A.200, any publicly funded city, county, district, agency or similar entity shall have the authority to purchase specified goods/services directly from contractor under the terms and conditions of this contract.

B. The proposer agrees to extend identical pricing and services to other public agencies for the same terms.

C. Each contracting agency will execute a separate contract with the successful proposer for its requirements. Any ordering and billing shall take place directly between the proposer and such entity.

D. Any proposer, by written notification at the time of the proposal due date and time, may decline to extend the prices, services and terms of this proposal to any, and/or all other public agencies. There is no penalty for declining cooperative procurements.

9. 7.9. Form of Contract

A. A copy of the County's contract that the County expects the successful firm or individual to execute is attached. The contract will incorporate the terms and conditions from this RFP document, attachments provided, and the successful proposer's response documents.

B. Firms taking exception to any of the contract terms should indicate the same by uploading in the Vendor Submission or their exceptions will be deemed waived.

10. 7.10. Insurance Requirements

The insurance requirements for this contract are outlined in the attached Attachment C.

11. 7.11. Oregon Corporate Activity Tax (“CAT”)

A. In 2019 Oregon adopted a Corporate Activity Tax (“CAT”) applicable to all types of business entities. The legislation accomplishes the following:

1. Establishes a "Fund for Student Success" that is separate and distinct from the state's general fund

2. Adopts a new Corporate Activity Tax (CAT) imposed on all types of business entities

B. The CAT is in addition to the state's current corporate income tax. The CAT is imposed on businesses for the privilege of doing business in this state. It is measured on a business's

Deferred Compensation Consultant commercial activity, which is the total amount a business realizes from transactions and activity in Oregon. The CAT is applied to taxable Oregon commercial activity in excess of $1 million. Any costs relating to Oregon’s Corporate Activity Tax will not be reimbursable under Cost of the Work.

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8. 8. Vendor Submissions

Please note the system will accept Google Docs or Google Pages, but they are not readable by the County. DO NOT upload your response using a Google product.

1. 1. Electronic Submittal* By electronically submitting this response the Supplier attests and certifies that:

1. Person completing this response represents that I am either authorized to bind the Supplier, or that I am submitting the Response on behalf of and at the direction of the Supplier's representative authorized to contractually bind the Supplier.

2. I represent that the Supplier or its applicable representative(s) has reviewed the information contained in this Solicitation Package and that the information submitted is accurate.

3. Respondent agrees that the action of electronically submitting its response constitutes:

a. an electronic signature on the responses, generally,

b. an agreement to conduct business electronically,

c. an electronic signature on any form or section specifically calling for a signature, and

d. an affirmative agreement to any statement contained in the solicitation that requires a definite confirmation or acknowledgement.

☐ Yes

☐ No *Response required

2. 2. Solicitation Requirements* Proposer read through and confirm that you met all of the Solicitation requirements?

☐ Yes

☐ No *Response required

3. 3. Cooperative Purchasing* Will the proposer extend pricing and terms to other public agencies?(there is no penalty for not agreeing to extend pricing)

☐ Yes

☐ No *Response required

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4. 4. Past Employment* Have you or a member of your staff been an employee of Washington County in the last six months?

☐ Yes

☐ No *Response required

5. 5. Oregon Secretary of State Business Registry* Enter your registry number without dashes or spaces. If you are not currently registered enter N/A. If you are the successful bidder you will be required to register with the Secretary of State in order to contract with the County, per OAR 125-246-0330.

*Response required

6. 6. Tax* The proposer hereby certifies that they have complied with the tax laws of Oregon and all political subdivision of the State of Oregon, including ORS 305.620 and ORS chapters 316, 317 and 318. Washington County may terminate the contract if contractor fails to comply with any tax laws during the term of the contract.

☐ Yes

☐ No *Response required

7. 7. Contact Name, Email, and Phone Number* Provide the name, email, and phone number for the contact in case of questions, or interview or demonstration arrangements.

*Response required

8. 8. Proposal Content The proposal shall be prepared succinctly, providing a straight forward, concise description of the proposer’s ability to meet the requirements of the RFP. There should be no unnecessary attachments or exhibits.

Proposal should contain no more than twenty (20) 8.5" x 11", pages of written material (excluding biographies and brochures which may be included in an appendix) describing the ability of the proposer to perform the work described. The minimum font shall be twelve (12) point single spaced and the minimum margins shall be one (1) inch on all sides.

1. 8.1. Proposal Content* Upload your proposal here. After uploading documents responders are encouraged to open and review uploaded documents to verify that they can be opened and are the correct documents before submitting. If the County cannot open any of the documents submitted the entire proposal will be disqualified.

Deferred Compensation Consultant

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2. 8.2. Separate Cost Proposal* Confirm that your fee proposal is not attached in your Proposal and is attached separately here.

*Response required

3. 8.3. Insurance Requirements County insurance requirement can be found under the section titled Attachments. The County may consider reducing insurance for these services. Please upload your Certificate of Insurance (Accord form) to indicate the level of insurance you currently possess.

4. 8.4. Confidential Information Upload all pages or documents containing information exempt from disclosure per the Proprietary Information, Ownership and Use of Documents article of the Terms and Conditions Section.

5. 8.5. Changes Requested to County Contract Standard Terms and Conditions Upload any alterations requested to Washington County's contract standard terms and conditions per the Form of Contract article of the Terms and Conditions Section.

6. 8.6. Solicitation Awareness* How did you hear about this opportunity?

Select all that apply

☐ Oregon Buys

☐ Link was emailed directly to me

☐ Washington County Website

☐ DJC Oregon, Portland Tribune or other printed media

☐ Twitter, Facebook or other social media

☐ Project Center, Plan room, etc?

*Response required