DOR-005-26-RFQ Project Online Migration_Final 2_19.pdf

REQUEST FOR QUOTES (RFQ)

Project Server Subscription Edition Deployment &

Project Online Migration to Project Server Subscription Edition Services.

DOR-005-26 / S-15000-00016072

Oregon Department of Revenue

Single Point of Contact: Nick Hill Address: 955 Center St NE Salem, OR 97301 Phone: (971) 301-0481 E-mail: dor.procurement@dor.oregon.gov

OFFER DUE DATE AND TIME: February 27, 2026 2:00 PM

1. Introduction

The Oregon Department of Revenue (Agency) administers Oregon tax laws, supports partners’ programs, and acts as a central debt collection agency for other state agencies, boards, commissions, and local governments. Agency is committed to bringing in the revenue that Oregon counts on, whether it’s through tax programs we administer, supporting our partners’ revenue collection efforts, or collecting on debts owed the state of Oregon.

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.

The agency is looking to acquire a contract with an established and experienced vendor to move agency’s project portfolio and project management tools from Project Online to Project Server Subscription Edition.

2. Overview

The mission of the Oregon Department of Revenue is to make revenue systems work to fund the public services that preserve and enhance the quality of life for all citizens.

The Project Management Office (PMO) supports and facilitates the achievement of Revenue’s strategic vision. It performs a number of critical functions in this effort. Specifically, project management, business analysis, vendor and contract management, and data process analysis and business process improvement as they relate to our core tax system and core processing systems.

The PMO utilizes Microsoft Project Online as it’s central tool for initiating, planning, and executing projects. The tool allows us to generate and store project plans, documents, and artifacts in a central location. We maintain templates, document libraries, SharePoint integration, and other collaboration tools allowing us to efficiently manage agency projects. Additionally, the project online gives us needed portfolio management tools to monitor and report on the agency’s full portfolio of projects. Microsoft announced Project Online will be discontinued at the end of September 2026.

We are asking for a quote for Project Server Subscription Edition Deployment and Project Online Migration to Project Server Subscription Edition.

3. Scope of Services:

Bidders must provide a quote for:

1. Project Server Subscription Edition Deployment:

a. Requirements.

i. Dual Server Deployment.

ii. Include 1 environment, Production.

b. Scope.

i. Installation, configuration, and deployment of Project Server Subscription

Edition to include installation and configuring of

1. Windows Server.

2. SQL Server.

3. SharePoint Subscription Services.

4. Project Server Subscription Services

2. Project Online Migration to Project Server Subscription Edition:

a. Requirements.

i. Migrate current Project Online configuration to Project Server Subscription Edition.

b. Scope.

i. Deploy the MUVE and Project Web App (PWA) Backup Tool for

Migration that:

1. Migrates entire PWA environment with data and processes intact.

2. Preserves workflow functionality and project configurations.

ii. Migrate

1. Existing Environment

2. Files

3. Custom Fields

4. Resource Pools

5. Settings

6. Views.

iii. Validation for environmental settings and updating non-migratable configurations.

iv. Move

1. Templates

2. SharePoint Sites

3. Libraries

4. Artifacts

5. Site Structures.

v. Migrate and Retool 14 Power BI Reports (Report Pack) to work with SQL Server vs. ODATA

vi. 2 Workshop Sessions

1. Project Server Orientation

2. Light Training Refresher

3. Post Implementation Support (Optional)

a. Services

i. Monthly Support – updates and patching.

ii. Helpline and user support.

4. Reserved.

5. Offer Submittal:

Offers must be received on or before the Offer Due Date and Time identified above to be considered. Agency, in its sole discretion, may extend the Offer Due Date and Time. Offers will only be accepted by e-mail to the e-mail address listed under the Single Point of Contact or through Oregon Buys. Offers will not be accepted after the Offer Due Date and Time.

6. Submittal Requirements:

a) Offers must include submission of the Pricing Sheet (Exhibit No. 1) which must be signed by an authorized representative of the Offeror.

b) Offers must contain information about the company providing the services, including the number of years it has been in the field, and contain a brief overview of the services.

7. Evaluation and Award:

Agency, in its sole discretion, may reject all Offers or cancel this RFQ at any time.

Submissions will be reviewed to determine if all Submittal Requirements have been met.

Those meeting the Submittal Requirements will be evaluated to determine the “Best Value” for the State. “Best Value” is based solely on Agency’s determination of what best meets its needs, taking into account price as well as the following considerations:

a) Experience,

b) Ability to meet the requirement outlined in Section 3,

c) Cost.

Agency’s determination is final.

The Offeror with the most advantageous Offer will be awarded a contract. Agency may negotiate contract Terms and Conditions with the successful Offeror. Agency may award all or a portion of the Services requested, in its sole discretion.

EXHIBIT 1

Pricing Sheet

Rapid PPM, Maintenance and Optional Portfolio Manager.

Bidder Name: ________________________________ MSA #: _________

Federal ID No: _____________________

Address: ______________________________________________________________

Phone: __________________________

City, State, Zip: _____________________________________

Proposer shall submit cost for a Rapid PPM Installation, Maintenance (listing the number of users included) and Optional Portfolio Manager.

Services Price # Hours included

Rapid PPM $____________ _______________

Maintenance $____________ _______________

Portfolio Analyzer $____________

Authorized Representative’s Signature Name and Title Date