RFP_DrillingServices_2026-0401_Updated~1.pdf

STATE OF OREGON

Department of Geology and Mineral Industries Decarbonization Projects Program

REQUEST FOR PROPOSALS

Stratigraphic Well: Drilling Services

Carbon Storage Site Characterization Program RFP Number 2026-0401 Issue Date 05/05/2026 Proposal Due Date 06/24/2026, 3:00PM PST Issuing Agency Oregon Department of Geology and Mineral Industries Contacts Procurement@dogami.oregon.gov

1. Introduction and Purpose

The Oregon Department of Geology and Mineral Industries (DOGAMI) is soliciting proposals from experienced contractors to provide drilling services and downhole data collection for a well that will be designed to characterize Columbia River Basalt Group (CRBG) stratigraphy for potential carbon dioxide (CO2) storage. This project falls under DOGAMI’s Decarbonization Geoscience Program, which is evaluating the geologic potential for capture and storage (CCS) in the Lower Umatilla Basin in Morrow County, Oregon.

The proposed well will be drilled at a permitted location on an Oregon Department of State Lands parcel, where similar borehole data at the targeted depths are not available. The primary objective is to characterize the CRBG stratigraphy, physical properties, and reservoir behavior through drilling, sampling, and downhole testing.

To meet these objectives, DOGAMI is seeking proposers(s) for one or more components of the project. Proposer(s) may:

• Submit a proposal for Option 1: Drilling & Physical Sampling only;

• Submit a proposal for Option 2: Wireline Geophysical Evaluation only;

• Submit a proposal for Option 3: Hydraulic & Reservoir Testing only;

• Submit a proposal for Option 4: Any combination of these three categories; or form a team or consortium that collectively performs all categories under a single combined proposal.

All proposers(s) and all consortium partners must comply with the specifications, methods, and standards in this Scope of Work (SOW). A consolidated proposal must clearly identify each participating organization and specify which option(s) each party will perform. The State reserves the right to consolidate project responsibilities in cases when dividing them would increase risk or undermine project performance

2. Scope of Work

The successful Proposers will work with DOGAMI to drill a new well on the specified Department of State Land’s (DSL) site in northern Oregon, the final well location within the parcel will be jointly determined to satisfy permitting requirements, easements, surface constraints, and rig‑access logistics.

The CRBG has a model thickness of approximately 2,500 m (~8,200 ft) at the proposed well site.

While DOGAMI aims to reach a base‑basalt target depth, the agency also requests cost estimates for shallower drilling scenarios. Location of the proposed project is near 119.477°W 45.740°N (NAD 1983 HARN Oregon Statewide Lambert (Intl feet)), plus or minus 111 meters.

Proposers should therefore provide cost estimates for the following target depths:

• 3,000 ft

• 5,000 ft

• 8,200 ft

Final target depth and final data‑collection specifications will be determined during contract negotiation with the apparent successful Proposers. Costs provided for each depth will be used during the Cost Evaluation denoted in Section 8.

Below is a list of the minimum requirements for data collection deliverables. Methods indicate whether data collection is anticipated as in situ (collection during the drilling program) or ex situ (collection via laboratory analysis, requiring material collection during the drilling program).

Proposers should clearly identify and propose the data collection methods that will be used to achieve deliverables.

Task / Option 1. Drilling & Physical Sampling Deliverables include drilling, collection of downhole cuttings, lithologic characterization of cuttings and/or core. Collection methods may include mud logging, continuous cuttings analysis, and downhole fluid sampling that are sent for laboratory analysis.

Item Deliverable Category Data Needs Collection Method

1.1 Cuttings & Core

Analysis

Lithology from cuttings, Samples for whole rock chemistry, Grain/crystal size, Glass fraction, Clay proportion

In-situ: cuttings/core descriptions Ex-Situ: Lab analysis of physical samples (cuttings/core)

1.2 Mud Logging Lithology from cuttings In-Situ: Continuous monitoring of returns

1.3 Fluid Chemistry

pH, Samples for total dissolved solids, Samples for dissolved oxygen, Samples for isotopic analysis

In-Situ: Downhole sampler Ex-Situ: Lab analysis of water samples

Task / Option 2. Wireline Geophysical Evaluation Test and obtain downhole properties such as resistivity, bulk density, porosity, sonic and dipole measurements for geomechanical properties, image logs, temperature, and pressure. Methods may include triple combo wireline packages, induction logging, sonic scanners, and pressure transient tools.

Item Deliverable Category Data Needs Collection Method

2.1 Electrical &

Petrophysical

Resistivity, Bulk density (RHOB), Porosity

In-Situ: Wireline "Triple Combo" or Induction logs

2.2 Geomechanical Suite

Elastic Moduli (Young's Modulus, Shear Modulus, Poisson's Ratio), Rock Strength, Fracture Network

In-Situ: Sonic Scanner / Dipole Sonic and Image logs, FMI Log Ex-Situ: Core samples for physical tests

2.3 Borehole Environment Fluid Pressure, Temperature In-Situ: Pressure-Transient tools

Task / Option 3. Hydraulic & Reservoir Testing Testing to obtain information regarding permeability, transmissivity, and hydraulic conductivity using straddle‑packer injection and falloff testing (3.1). Determination of in‑situ stress (SHmin/SHmax) and fracture gradient using leak‑off tests (e.g., XLOT) or mini‑fracture tests (3.2). Evaluation of reservoir fluid dynamics using flowmeter logging, pressure‑temperature‑spinner (PTS) tools, or vibrating‑wire piezometry (3.3). Proposers should clearly indicate whether they are proposing to perform the entire hydraulic/reservoir testing suite or only specific testing components.

Item Deliverable Category Data Needs Collection Method

3.1 Hydrologic Testing Permeability/transmissivity/hydra

ulic conductivity

In-Situ: Straddle Packer Testing (Injection/Falloff)

3.2 Stress Testing In-situ stress (SHmin/SHmax), Fracture gradient In-Situ: Leak-off Test (e.g., XLOT)

3.3 Dynamic Flow Reservoir Fluid Dynamics (PTS, vibrating wire piezometry) In-Situ: Flowmeter logging

3. Sections to Include in Proposal

Proposers should provide a narrative outline and conceptual plan that demonstrates how their proposed work, whether for Option 1, Option 2, Option 3, or any combination of these, fits the project’s geologic, operational, and regulatory requirements. This submission is intended to evaluate the proposers’ technical approach and shall not be considered a final program. At a minimum, the outline must address:

Requirements for Option 1. Drilling & Physical Sampling:

• Rig mobilization and demobilization: Providing details of the rig with rated capacity appropriate for the proposal package total depth and anticipated formation pressure.

• Pad Layout, Site Logistics, and Well Design: Providing a basic layout to show the surface requirements for the drilling program (rig, pipe, mud/fluid storage, and power generation, relative to the wellhead), and a description of the proposed wellhead assembly and pressure control equipment (BOP) compatible with the anticipated formation pressures.

• Drilling Method: Outlining proposed drilling methods for both sedimentary overburden and the target basalt sequences, the bit selection strategy with anticipated bit-change intervals, and proposed use of specialized downhole tools to manage vibrations and hole gauge in basalts.

• Drilling Fluid Program: If drilling with a water‑based mud system rather than reverse‑circulation, provide a summary of the system and its approach to maintaining borehole stability in the CRBG, including environmental controls for managing drilling fluids and cuttings.

• Casing Program and Cementation Strategy: Conceptual casing diameters, depths, and material grades (e.g., API specifications) for surface, intermediate, and production strings, and general approach to zonal isolation and protection of underground sources of drinking water.

• Contingency Well Completion Addenda:

o Contingency A: Ground Water Completion: If a potable freshwater zone is encountered beneath the Umatilla Aquifer, complete the well in accordance with Oregon Water Resources Department (OWRD) standards under OAR 690‑210, including adequate surface casing and grouting to protect the freshwater‑bearing zone. Specify cement type, placement, and verification (e.g., CBL/VDL) to confirm annular isolation.

o Contingency B: Permanent Monitoring Well Completion: Provide conceptual designs outlining modifications required to complete the well as a Class VI‑compliant monitoring well (e.g., materials selection, corrosion control, long‑term annular isolation, sampling/pressure ports, telemetry).

o Contingency C: Future Injection Testing: For potential pressure or injection testing that may occur several months after well drilling, include a step‑rate injection test protocol compliant with EPA Region 10 UIC Class VI requirements. The protocol should specify test design, monitoring parameters, and data deliverables. In addition, the plan should identify appropriate temporary well‑plugging or seal materials that will protect the well during the interim period yet allow for safe and efficient re‑entry to conduct future testing. This work would not be executed under this contract but is required to demonstrate the well’s future convertibility for program expansion.

Requirements for Option 2. Wireline Geophysical Evaluation:

• Formation Evaluation and Logging Tools: Providing a list and rationale of proposed wireline tools to achieve the required deliverables, and a plan for tool centralizations to ensure high-quality data in potentially vuggy basalt sections. Include protocols for on-site data verification (QA/QC), and methods for the collection.

• Risk Management & Contingency Planning: Provide a statement or plan how proposers(s) manage risks during wireline logging and how they will respond if problems arise while tools are in the well.

Requirements for Option 3. Hydraulic & Reservoir Testing:

• Hydraulic and Reservoir Testing Components: State which hydraulic and reservoir testing components they intend to perform hydrologic testing, stress testing, dynamic flow testing, or any combination of the three. The proposal should describe the tools and equipment to be used (e.g., packers, LOT/mini‑frac tools, flowmeters, or PTS sensors) and explain why these methods are suitable for CRBG conditions. Proposers should outline their step‑by‑step testing approach in simple terms, including how pressure will be applied, monitored, and interpreted. The proposal must also describe how field data will be verified for accuracy, how testing risks will be managed (such as packer failures or unstable borehole zones), and how the resulting data will be organized and delivered.

• Risk Management & Contingency Planning: Proposers must provide a clear plan describing how they will manage risks during hydraulic, stress, or flow testing and how they will respond if the well does not behave as expected.

4. Technical Requirements

The Technical Requirements in this section define the minimum standards for drilling, constructing, and completing the well in accordance with applicable regulations, industry best practices, and site‑specific conditions. These requirements ensure that all respondents propose a safe, efficient, and technically sound approach to well development, including drilling methods, casing and materials, equipment specifications, testing procedures, and quality‑control measures. Vendors must clearly describe how their proposed methods and technologies will meet or exceed these requirements and identify any assumptions, constraints, or optional enhancements relevant to successful project execution.

4.1: Well Plan Development

1. Proposed drilling method with justifications based on expected formation conditions.

2. Bit and hole sizes: Bit types and nominal hole diameters for each phase/interval (surface, intermediate, total depth).

3. Nominal casing program: Proposed target depths for the proposal package (3,000ft, 5,000ft, & 8,200ft) sizes, material grades, connections, and centralization plan.

4. Nominal Cementing plan: Slurry designs (volumes, additives, density), placement methods (lead/tail, stage cementing if applicable), and testing/verification. Include CO₂‑resistant cement options to preserve future options under Class VI UIC regulations.

5. Pad layout (plat): Pad dimensions, access, rig orientation, mud system and sumps/tanks, secondary containment, stormwater controls, and spill response in accordance with permit requirements

6. Formation Evaluation Program and Tools: proposed core or cutting collection intervals, proposed geophysical logging suite, etc.

7. Health, Safety, and environmental (HSE) plan for drilling operators and crew

8. Plugging and abandonment (P&A) plan: Designed to meet future UIC Class VI Area of

Review (AoR) and Corrective Action considerations (e.g., long‑term zonal isolation, CO₂ exposure tolerance), while complying with Oregon requirement (OAR 632‑010‑0198) to ensure environmental protection and public safety.

The well plan, development, and design are the primary products that will enable DOGAMI to submit the well permit application. The selected contractor will coordinate with the program or technical decarbonization project lead during plan development and incorporate agency review comments prior to finalization if the contractor is selected to carry out the proposed Option 1, Option 2, Option 3, or any combination of these options.

4.2: Rig mobilization and drilling operations

The contractor will mobilize and operate a drilling rig capable of reaching the planned and permitted total depth under anticipated formation conditions. The contractor is responsible for:

• Providing a rig with rated capacity appropriate for the proposed total depth and anticipated formation pressure.

• Provide downhole equipment required for data collection needs.

• Coordinating site access and pad preparation logistics with DOGAMI.

• HSE communication plan for drilling operators and crew for the following scenarios:

unexpected overpressure, lost circulation, or any other safety conditions affecting planned operations.

4.3: Casing and completion

The contractor will supply and run all casing strings in accordance with the approved plan. The contractor is responsible for:

• Procuring, transporting, and running all casing strings.

• Executing cement jobs in accordance with the approved cementing plan and documenting results (volumes pumped, returns, pressure tests).

• Running cement evaluation logs (bond-log or equivalent) on the surface casing and long-string casing.

• Notifying DOGAMI project lead prior to all cementing operations.

• Implementing the applicable contingency completion addendum if trigger conditions are encountered, subject to DOGAMI authorization.

4.4: On-site formation characterization (cuttings and core)

The contractor will provide qualified geoscience staff during drilling operations to perform real-time characterization of drill cuttings and/or core samples. On-site characterization can include:

• Systematic collection and description of drill cuttings at regular intervals.

• Core collection at intervals specified in the approved formation evaluation program, with proper sample handling, preservation, and labeling.

• Lithologic description of cuttings and core such as rock type, color, grain size, texture, induration, mineralogy, and notable features.

• Real-time identification of potential freshwater-bearing zones or other formation anomalies with immediate notification to DOGAMI project or technical lead.

• Cuttings and core sample storage in appropriately labeled sample bags or core boxes, to be transferred to DOGAMI upon project completion.

• Oversight of geophysical logging operations and quality control of log data during acquisition.

4.5: Data deliverables and drilling operations report

Upon completion of drilling and any permanent completion operations, the contractor will deliver all data and a final drilling operations report to DOGAMI within 20 calendar days of rig demobilization.

As applicable, deliverables will include:

• Final drilling operations report documenting: daily drilling summary, formation tops encountered, mud log, wellbore diagram as-drilled, casing and cementing records, deviation survey results, and any deviations from the approved plan with explanations.

• All geophysical logs in. las format and as .pdf prints, with header information complete.

• Cuttings and core description log in a tabular format (Excel or CSV).

• Formation evaluation summary including interpreted formation tops, lithologic columns, and any formation fluid or pressure data collected.

• Photographs of cuttings and core samples at specified intervals.

• Plugging and abandonment records, including cement volumes, pressure test results if the well is plugged under this contract.

• Electronic copies of all deliverables in formats specified by DOGAMI.

5. Proposal Submission Requirements

Submission Instructions: Proposals will be submitted electronically to Procurement@dogami.oregon.gov by June 24th, 2026, 3:00 PM PST. Late submissions are considered NO RESPONSE and will not be accepted.

Proposal format and organization: Proposals must be organized into the following sections and submitted in the order listed below. Failure to follow this format may result in reduced evaluation scores.

Required Proposal Components:

• Cover letter (required) The proposal must include a signed cover letter on the proposer’s letterhead, which:

o Confirms the proposer has read, understands, and agrees to the requirements of the Scope of Work (SOW) o Affirms the proposer’s ability to perform and deliver all services as described o Confirms the proposer can meet all required insurance and bonding requirements o Identifies the proposer’s authorized representative and primary point of contact

• Qualifications and relevant experience. Provide a description of qualifications and experience relevant to the Scope of Work, including:

o Demonstrated experience with deep well drilling and/or stratigraphic well projects

• Technical approach. Provide a detailed narrative describing the proposer’s technical approach and may include the following based on options selected, to perform:

o Pad layout, site logistics, and well design o Rig specifications o Drilling method (example: reverse-circulation drilling) o Drilling Fluid Program if applicable o Casing Program and cementation strategy o Formation evaluation and logging program

• Evidence of safety record and regulatory compliance. Proposers must demonstrate stellar safety records by providing information such as:

o OSHA safety record and incident history o Experience complying with state and federal drilling regulations o Environmental protection practices

• General timeline/roadmap. Provide a general project schedule, including:

o Duration of drilling operations o Assumptions and constraints

• Cost proposal (separate document submission required). The cost proposal must be submitted as a separate document from the technical proposal, and the costs must be broken down by option/task.

The cost proposal must include:

o Itemized costs by task as defined in section 3 of the SOW o As applicable, separate line items for:

▪ Mobilization

▪ Daily rig and staff rates

▪ Casing and cementing materials

▪ Logging services

▪ Reporting and deliverables

Cost Proposals will be evaluated separately from the Technical Proposal as explained in further detail in Section 8.

• Exceptions or Clarifications. Proposers must clearly identify any:

o Exceptions to the Scope of Work o Exceptions to the State of Oregon Services Agreement template

6. Performance Period

The performance period for all work shall commence near August 3, 2026, and must be fully completed no later than June 30, 2027. All proposers are required to structure and schedule their proposed activities to fall entirely within this performance period.

7. Minimum Qualifications

1. Include separate cost estimates for each of the following depths:

a. 3,000ft

b. 5,000ft

c. 8,200ft

2. Evidence of projects of similar complexity in basalts or deep drilling.

Applicants who do not meet the minimum qualifications as outlined above will be rejected as non-responsive and will not receive further consideration. Non-responsive bids will not be evaluated or scored. All bids that meet the minimum qualifications will be evaluated and scored using the evaluation criteria in the Evaluation Criteria and Methodology section below.

8. Evaluation Criteria and Methodology

Evaluation Overview Proposals will be evaluated using a two-step process:

1. Technical Evaluation (Scored) 70% of final total score.

2. Cost Evaluation (Separately Scored) 30% of final total score.

Only proposals determined to be Responsive and Responsible will be evaluated. Cost proposals will be evaluated independently from the technical proposal and will not be reviewed until completion of the technical scoring. The detailed scoring matrix is attached.

Responsiveness Review (Pass/Fail) Proposals will first be reviewed for responsiveness. Proposals that fail to meet mandatory requirements may be rejected. Mandatory requirements include:

• Submission by deadline

• Signed cover letter

• Separate cost proposal submission with breakdowns

Evaluation and Award Approach The State will evaluate proposals on an option-by-option basis. Proposers submitting for multiple options will be evaluated independently for each option.

The State may, at its sole discretion, award one or more options to a single proposer, award individual options to different proposers, or award a combination of options in a manner determined to be in the best interest of the State.

In making award determinations, the State will consider technical approach and integration across project components, coordination and management of multi-party performance, overall project risk, and best value to the State.

9. Contract Terms and Conditions.

All work performed under this RFP will be governed by the State of Oregon’s standard contractual requirements and applicable statutes.

9.1 Use of State Standard Contract Template

Pursuant to ORS 279B (Public Contracting for Services) and applicable DAS procurement rules (OAR Chapter 125), the resulting Contract will be executed using the State of Oregon’s standard Services Contract template, which is attached to this RFP. Proposers must:

• Review the attached contract template in its entirety

• Acknowledge their ability to comply with all terms and conditions

• Identify any requested exceptions or clarifications in their proposal

The State strongly discourages material exceptions. The State reserves the right to reject any proposal that includes terms deemed unacceptable.

9.2 Insurance and Bonding Requirements

The contractor shall maintain all insurance coverage detailed in the agreement template attached.

Proof of insurance must be provided prior to contract execution and maintained throughout the Contract term.

9.3 Ownership of Work Product and Data

All data, reports, analyses, models, and other work products developed under the resulting contract shall be the sole property of the State of Oregon (DOGAMI). The Contractor shall:

• Provide all deliverables in formats specified by the State

• Not assert ownership rights over work products created under this contract

• Retain no rights to use or distribute such data without prior written approval from the

State This provision does not apply to the contractor’s pre-existing intellectual property, provided such property is clearly identified in the proposal and does not restrict the State’s full use of contract deliverables.

10. Communications Protocol

All communications regarding this RFP must be directed towards the Single Point of Contact (SPC):

Procurement@DOGAMI.Oregon.gov.

Proposers must not contact any other State employee regarding this solicitation. Unauthorized contact may result in disqualification, consistent with ORS 279B.110 (Responsibility of Proposers/Proposers). All questions must be submitted in accordance with the instructions and by the deadline identified in this RFP. All official responses, clarifications, or changes will be issued only through written addenda posted on OregonBuys, in accordance with OAR 125-247-0440 (Addenda to Solicitation). Verbal or informal communications are not binding and must not be relied upon.

10.1 Registration with OregonBuys

All Proposers must be registered in OregonBuys to participate in this solicitation.

To register:

1. Visit the OregonBuys Supplier Portal:

https://oregonbuys.gov/bso/

2. Click “Register” and create a supplier account.

3. Complete all required registration fields, including business information and commodity codes.

4. Submit your registration for approval.

11. Questions and Submission

Pre-Proposal Information Video

DOGAMI will post a link to a pre-recorded pre-proposal information video for prospective Proposers by May 15th, 2026, 5:00 pm PST. The video is intended solely to provide general information regarding this Request for Proposals (RFP), including project background, procurement expectations, and key administrative requirements.

Questions and Clarifications

Proposers are strongly encouraged to submit questions in writing to Procurement@dogami.oregon.gov after reviewing the video.

All questions must be received no later than May 25th, 2026, by 5:00 PM Pacific Standard Time.

All official responses, clarifications, and interpretations related to this RFP will be issued only through written addendum and posted in OregonBuys.

To preserve fairness and the integrity of the procurement process, the identity of any Proposer submitting a question will not be disclosed.

mailto:Procurement@DOGAMI.Oregon.gov https://oregonbuys.gov/bso/?utm_source=chatgpt.com mailto:Procurement@dogami.oregon.gov