S-177000-00016166_RFP_Mobile App Replacement and Associated Technology Solutions_Final.docx

Cover Page Oregon State Lottery Is issuing this Request For Proposals (RFP) under OregonBuys Bid Number S-177000-00016166 for Mobile App replacement AND ASSOCIATED TECHNOLOGY SOLUTIONS Date of Issue: 3/9/2026 Proposals Due Date and Time: 4/3/2026, 3:00 PM PT Single Point of Contact (SPC): Randy White, Senior Procurement Analyst Phone (voice): 503-540-1342 E-mail: Lottery.bidsubmit@lottery.oregon.gov and Randy.White@lottery.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.

RFP_Template_2023 Page 2 of 27

LIST OF ATTACHMENTS

1. Attachment 01 - Key Persons Resumes (Section 3.2.2)

2. Attachment 02 – Proposer Past Performance and References Template

3. Attachment 03 – Functional and Technical Requirements Matrix Template

4. Attachment 04 – Discovery Phase Commitment Template

5. Attachment 05 – Pricing Template

6. Attachment 06 – Questions and Clarifications Template

7. Attachment 07 – Disclosure Exemption Affidavit Form

8. Attachment 08 – COBID Certified Disadvantaged Business Outreach Form

9. Attachment 09 – Procurement Pre-Assessment Checklist Form

10. Attachment 10 – Preliminary Security Questionnaire Form

11. Attachment 11 – IT Security Questionnaire CAIQ v3.1 Form

12. Attachment 12 – Major Procurement Vendor Disclosure

13. Attachment 13 – Vendor Personal Disclosure

14. Attachment 14 – Vendor Employee Disclosure Form 601.13

15. Attachment 15 – Proposer Information and Certification Sheet

16. Attachment 16 – Sample Contract

17. Attachment 17 – Confidentiality and Non-Disclosure Agreement

GENERAL INFORMATION

INTRODUCTION

The State of Oregon, acting by and through the Oregon State Lottery Commission, (“Lottery”), is issuing this Request for Proposal for the purpose of selecting a Services Provider to plan, design, and fully implement Lottery’s Mobile App Replacement and Associated Technology Solutions. Additional details on the Scope of the goods or services or both are included in the Scope of Work/Specifications section. Lottery anticipates the award of one Discovery Phase Contract (as defined in Section 2.1.2 below) from this RFP to complete a Discovery Phase pursuant to the terms that contract. The expectation would be for the three (3) month Discovery Phase to commence once RFP has been awarded and all background and security checks, and successful contract negotiation, are complete. The timing for negotiation of a long term contract for the actual Implementation of the Mobile App Replacement (and any additional solutions procured from the Proposer)(the “Long Term Contract”) and the details of such implementation would be discussed between Lottery and the vendor and agreed upon at the conclusion of the Discovery Phase.

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.

RFP Issued Action for Proposers:

· Please send an email to SPC upon receipt of RFP, if intending to participate. This information will be kept internal to Lottery.

· In the outreach, please also note if Proposer prefers, if invited to the demo phase, to be onsite at the Lottery Office or to present virtually.

02/27/2026

SINGLE POINT OF CONTACT (SPC)

The SPC for this RFP is identified on the Cover Page, along with the SPC’s contact information. 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.

AUTHORITY, OVERVIEW, AND SCOPE

AUTHORITY AND METHOD

Lottery is using the Competitive Sealed Proposal method, pursuant to its authority under ORS 461.440 and OAR 177 Division 38. Lottery 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.

Lottery Overview and Background As a result of two voter initiatives, Oregonians created the Oregon State Lottery in 1984, governed by its five-member commission as an agency of the State of Oregon. From modest beginnings, the Lottery has grown into a $1.3 billion organization. The Lottery is both a public trust and a market-driven business. The Lottery’s mission is to operate a lottery with the highest standards of security and integrity to earn maximum profits for the people of Oregon commensurate with the public good. The Lottery seeks to produce an overall positive impact for Oregon by balancing business priorities with its social, economic and environmental responsibilities. Lottery is supporting its mission by the objectives, technical requirements, pricing requirements and proposal evaluation approach described in this RFP. The Services requested in this RFP are critical to Lottery’s operations.

Project Overview and Purpose The Oregon State Lottery is seeking proposals from qualified Proposers to provide a comprehensive mobile application replacement solution. As the Lottery transitions from its current homegrown app, the goal is to implement a platform that enhances player convenience and inclusion through digital claims and streamlined payments, accelerates integration with both existing and future Lottery offerings, and establishes a robust technology foundation. The selected solution must not only address the Lottery’s current operational needs but also deliver adaptability to support evolving policy directions and future advancements within the gaming industry.

This RFP is specifically for an initial three-month Discovery phase. During Discovery, the awarded contractor will work in close collaboration with Lottery staff to elicit and document detailed technical, functional, and business requirements pursuant to a Lottery Services Contract substantially in the form Attachment A – 1 (the “Discovery Phase Contract”). The contractor will also demonstrate how their proposed solution would be aligned with Lottery’s requirements and provide Lottery with a clear, actionable understanding of the solution’s capabilities, integration approach, and user experience. At the conclusion of Discovery, both parties will assess readiness and alignment. Progression to the full implementation phase of the mobile app replacement solution will require a separate, subsequent agreement to be executed by Lottery and the contractor.

In addition to the core mobile application replacement outlined in this RFP, the Lottery welcomes and encourages Proposers to propose additional, complementary solutions that may further enhance operations and player experience. For example, Proposers may propose a central gaming system replacement, website management, or other integrated offerings that align with the Lottery’s long-term strategic objectives. While the primary mobile app solution will be evaluated and scored as part of this formal RFP process, the Lottery will also review and assess any supplemental proposals on an informational basis, consistent with a Request for Information (RFI) approach. This structure is designed to encourage innovative and forward-thinking solutions that can deliver both immediate and future value to the Lottery and its players. If additional solutions are being proposed, the Proposer and Lottery can discuss extending the three-month Discovery Phase as appropriate.

The proposed system(s), including security features, files, and related processes, must conform to the existing or future applicable North American Association of State and Provincial Lotteries (NASPL), World Lottery Association (WLA), International Gaming Standards Association (IGSA) and/or multi-state lottery standards.

Please note: This solicitation is limited to proposals for traditional lottery products, including related retailer equipment (e.g., hardware). Proposals for video lottery terminals (VLT) and VLT-related solutions will not be evaluated under this RFP.

SCOPE OF WORK/SPECIFICATIONS

The following table outlines the comprehensive scope of work for the Lottery’s Mobile App Replacement efforts. This scope is designed to ensure the creation of a secure, user-friendly, and seamlessly integrated mobile solution, while also supporting advanced player services and operational excellence. Each area details both foundational and value-added features and deliverables expected from prospective contractors. It also encourages innovative proposals that can further elevate the Lottery’s digital capabilities and customer experience.

PROCUREMENT REQUIREMENTS

MINIMUM REQUIRED QUALIFICATIONS

To be considered for evaluation, proposal must demonstrate how proposer meets all requirements of section 3.1. The SPC will review each proposal to determine compliance with the mandatory (pass/fail) proposal requirements specified in section 3.1. Lottery may reject as non-responsive proposals that fail to meet any mandatory proposal requirements specified in section 3.1. Lottery may accept minor informalities in accordance with OAR 177-038-0170. The SPC will forward all responsive proposals to the lottery proposal evaluation committee.

PROPOSER MINIMUM REQUIRED QUALIFICATIONS

To be considered responsive, proposers must clearly demonstrate compliance with each minimum qualification below. Proposals failing to meet any requirement, or exceeding the stated page/format limits, will not advance.

Technical Approach:

Provide a detailed overview of the proposer’s technical approach for the Discovery phase, as envisioned in Section 3.2.1, including requirements elicitation, proposed tools/platforms, sample deliverables, and methods for ensuring alignment with Lottery business and technical needs.

Maximum twenty (20) pages; no template provided.

Management Approach:

Describe the management approach for the Discovery phase, including Staffing Plan, project governance, risk management, stakeholder engagement, and RACI (Responsible, Accountable, Consulted, Informed) matrix.

Staffing Plan considerations will be heavily weighted:

· Consider critical roles, quantity of these roles (e.g., Engagement Manager, Project Manager, Lead Developer, Business Analyst(s), Developer(s), UX/UI Specialist(s), etc.) and reporting structure.

· Designate if certain personnel will be subcontractors to the Proposer.

· Confirm that personnel will be staffed to accommodate the Lottery’s primary work hours of 8:00am – 5:00pm PT, and that there will be a specific point of contact available outside of the Lottery’s primary work hours for the purpose of addressing issues that may arise.

Management Approach is maximum ten (10) pages; no template provided.

Key Persons:

Proposer must respond to Attachment 01 – Key Persons Resumes for this engagement as envisioned in Section 3.2.2.

Template is provided; no more than two (2) pages per resume.

Past Performance:

Proposer must respond to Attachment 02 – Proposer Past Performance and References and document successful completion of three (3) previous projects in the last five (5) years of similar size, scope, and complexity to this RFP.

Reference(s) for each project are required and will be contacted.

Functional and Technical Requirements Response:

Complete and submit Attachment 03 – Functional and Technical Requirements Matrix for the mobile app replacement solution. Clearly indicate for each requirement whether it is fully met, partially met, or not met, and provide comments or references as needed.

Submit as a completed attachment; only responses included as part of the provided template will be evaluated.

Expectation for Shortlisted Vendors: If invited to present a demo, proposer must be prepared to demonstrate or speak to how their solution meets each requirement (either as part of their baseline solution or via configuration) in Attachment 03 – Functional and Technical Requirements Matrix.

Discovery Phase Commitment:

Proposer must submit Attachment 04 – Discovery Phase Commitment, confirming allocation of dedicated, qualified resources for the full three-month Discovery phase and agreement to required project activities and deliverables.

Template provided; No page limit applies.

Price Proposal:

Proposer must respond to Attachment 05 – Pricing Proposal, detailing a comprehensive pricing proposal, including all required cost breakdowns, rates, and fees. Submit as a separate attachment and ensure clarity regarding pricing structure and any assumptions.

Template provided; No page limit applies.

Summary of Minimum Required Qualifications

Discovery Phase Commitment

Attachment 04 – Discovery Phase Commitment

Pricing Proposal

Attachment 05 – Pricing Template

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, following the procedures outlined at this link: OregonBuys.

Proposer shall submit one copy of its Proposal and all other submittal requirements, using the following formats: All narrative content, resumes, attachments, and appendices must be formatted in 12-point font, either Cambria or Arial, saved as Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx). Content beyond the stated page limits will not be reviewed unless specifically exempted below.

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 Affidavit (Attachment 07). Proposer shall also mark as “Confidential” in OregonBuys all attachments to its Proposal that Proposer believes are exempt from disclosure.

Authorized Representative Failure of Proposer’s authorized representative to sign the Proposal may result in rejection of the Proposal by Lottery.

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. For RFP minimum required qualification elements where a template has been provided by Lottery, if the Proposer does not utilize the template, Lottery withholds the right to either: 1) not consider the response further, or 2) deduct points from overall score due to lack of compliance.

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.

Technical Approach Below outlines the core business, technical, security, and integration requirements that the proposer’s 20-page Technical Approach must address to meet the needs of the Lottery's new mobile application.

Executive Summary: The Executive Summary introduces the overall vision, key objectives, and guiding principles of the mobile app replacement project. This section emphasizes the commitment to delivering a secure, high-performing, and user-friendly solution, highlighting the collaborative partnership between the project team and the Lottery throughout the engagement. It previews the structured approach and technical capabilities brought to ensure the success of the initiative.

Transition-In & Knowledge Acquisition: This section details how the project team will efficiently transition responsibility for the existing mobile app environment, whether from an incumbent vendor or internal staff. It will describe the initial steps for onboarding, such as conducting in-depth documentation reviews, holding knowledge transfer sessions, and gaining swift access to required systems and environments. Early engagement with business and technical stakeholders will help surface risks and clarify expectations, laying a strong foundation for the project’s kickoff and subsequent activities.

Requirements Elaboration & Validation: The Requirements Elaboration & Validation section outlines the structured approach for engaging stakeholders to confirm and expand upon business, technical, and user requirements. It describes how workshops, interviews, prototyping sessions, and regular feedback loops will ensure the scope is clearly defined and all expectations are documented, prioritized, and gain buy-in from all relevant parties. This section emphasizes establishing a shared understanding that allows the project to progress smoothly through design and implementation.

Deliverables: This section consolidates all major required outputs of the engagement, describing the purpose and intended impact of each. Proposers should include descriptions and / or samples of the following:

Approval is required for final acceptance; conditional approvals must include dated action items and owners.

· Written so a developer and tester can follow it without guessing (clear IDs, plain “shall” statements).

· Each requirement ties back to a business goal/user need and forward to design and testing.

· Business rules, edge cases, and error handling are spelled out.

· States the required controls in a way that can be verified.

· Maps requirements to the relevant compliance obligations.

· Defines how users/systems authenticate and what data protections apply (e.g., encryption, privacy, secrets).

· Includes audit logging and security testing expectations.

· Matches the FRDs - no missing screens, no mystery features).

· Annotated enough so that build and test teams understand intended behavior.

· Reflects accessibility needs.

· Describes how data moves, how connections are secured, and what happens when something fails.

· Documents key assumptions (e.g., performance, timing, volumes) and links to interface details.

· Includes the system-level test scenarios needed to prove it works end-to-end.

· Addresses operational realities (e.g., monitoring, support, recovery).

· Shows the mapping/transformations clearly, including how messy data will be handled.

· Protects data during migration (e.g., access controls, encryption, masking where needed).

· Defines how success will be checked (reconciliation/validation).

Solution Architecture & Design: This section details the overall approach to designing the technical architecture for the mobile app replacement. It explains the key design principles, technology stack choices, standards for scalability and maintainability, and the review process to gather feedback and secure buy-in from the Lottery’s technical and business teams. The architecture approach underscores flexibility, future-proofing, and robust documentation so that the solution can evolve over time.

Reporting and Analytics Approach: This should specify the measurement strategy, reporting artifacts, and analytics governance that must be integrated into the new mobile app solution. The Proposer shall include (1) their recommended end-to-end approach and tools for Lottery to access, curate, analyze, and extract data and reports, and (2) sample (redacted) documentation representative of what will be produced for the Lottery (not included as part of page count).

Implementation Plan: The Implementation Plan lays out the sequencing of activities and major milestones for the project, assuming the Proposer is awarded the implementation work post-Discovery. It details the logical progression from solution design and development through testing, user training, and go-live. This section also describes the process for securing stakeholder approvals and resourcing to ensure deadlines are met and project risks are managed effectively.

Key Persons and their Resumes Specify 3 key persons to be assigned to this project and complete Attachment 01 – Key Persons Resumes [not to exceed two (2) pages per Key Person] for each of the below roles that demonstrates the person’s qualifications and experience for the Work described in this RFP. Please see below for Key Persons requirements:

References As part of Attachment 02 – Proposer Past Performances and References, proposer will include at least 1 reference (i.e., name, role, e-mail, and phone number) for each of 3 projects completed in the last 5 years. Proposer shall populate Attachment 02 and send the completed form to its references. References are asked to review the details in the form, and, if they concur with accuracy, send it via email to proposal SPC. 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.

Optional: Additional Proposed Solutions Proposers are invited to present any additional technology solutions or services that may benefit the Lottery beyond the core mobile application requirements. Examples include, but are not limited to, website management, central gaming system replacement including software and hardware, CRM solutions, alternate Second Chance solutions, KYC solutions, and expanded customer support for the mobile app. No template is provided, but vendors should clearly describe the functionality, integration opportunities, and specific benefits of each proposed solution for the Lottery.

The Lottery also encourages proposers to highlight any financial benefits, such as cost efficiencies or bundled pricing, that may result from implementing multiple solutions from the same provider. Please note that any additional proposed solutions will be evaluated separately from the Mobile App Replacement RFP, in a manner like a Request for Information (RFI). However, this evaluation will occur in tandem with the RFP scoring process. If selected for the demonstration phase, proposers may also be asked to present demos of their additional solutions.

SUBMISSION REQUIREMENTS SUMMARY

Once Proposer has met requirements of Section 3.2 above, for a Proposal to be considered for evaluation, Proposal must contain each of the following elements:

Technical Response (Section 3.1.1.1) Management Response (Section 3.1.1.2) (Optional) Additional Proposed Solutions (Section 3.2.4) Attachment 01 – Key Persons Resumes (Section 3.2.2) Attachment 02 – Proposer Past Performance and References Template (Section 3.1.1.4) Attachment 03 – Functional and Technical Requirements Matrix Template (Section 3.1.1.5) Attachment 04 – Discovery Phase Commitment Template (Section 3.1.1.6) Attachment 05 – Pricing Template (Section 3.1.1.7) Attachment 06 – Questions and Clarifications Template Attachment 07 – Disclosure Exemption Affidavit Form Attachment 08 – COBID Certified Disadvantaged Business Outreach Form Attachment 09 – Procurement Pre-Assessment Checklist Form Attachment 10 – Preliminary Security Questionnaire Form Attachment 11 – IT Security Questionnaire CAIQ v3.1 Attachment 15 – Proposer Information and Certification Sheet Attachment 17 – Confidentiality and Non-Disclosure Agreement

The following forms will be required to be submitted by Proposer upon receiving Lottery’s intent to award notice.

Attachment 12 – Major Procurement Vendor Disclosure Attachment 13 – Vendor Personal Disclosure Attachment 14 – Vendor Employee Disclosure Form 601.13

SOLICITATION PROCESS

PUBLIC NOTICE

The RFP and attachments are published in the State of Oregon’s electronic procurement system OregonBuys at https://oregonbuys.gov/. Documents will not be mailed to prospective Proposers. Proposers are invited to present any additional technology solutions or services that may benefit the Lottery in areas beyond the core mobile application requirements.

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.

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 an OregonBuys submission;

Reference the OregonBuys bid number;

Identify Proposer’s name and 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.

PROPOSAL DELIVERY OPTIONS

Proposer is solely responsible for ensuring its Proposal is received by the SPC in accordance with the RFP requirements before Opening. Lottery 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 at: OregonBuys.gov.

Detailed instructions on how to submit a Proposal can be found at OregonBuys Solicitation Response.pdf.

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 4.3 (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, or hard copy prior to the Opening in accordance with OAR 177 Division 38. To be effective the notice must include the OregonBuys bid number.

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.

PUBLIC OPENING

The Lottery does not publicly open Offers.

PROPOSAL REJECTION

Lottery may reject a Proposal for any of the following reasons:

Proposer fails to substantially comply with all prescribed RFP procedures and requirements, including but not limited to the requirement that Proposer’s authorized 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 pursuant to OAR 177-038-0180.

Proposer makes any contact regarding this RFP with State representatives such as Lottery 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.

Proposal is conditioned on Lottery’s acceptance of any other terms and conditions or 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).

EVALUATION PROCESS

Responsiveness and Responsibility Determination 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, Lottery may waive minor informalities in accordance with OAR 177-038-0170.

Responsibility Determination Lottery will determine if an apparent successful Proposer is Responsible prior to award and execution of the Discovery Phase Contract.

At any time prior to award, Lottery may reject a Proposer found to be not Responsible.

Evaluation Criteria

Each Proposal meeting all Responsiveness requirements will be independently evaluated by members of an Evaluation Committee. Evaluation Committee members may change, and Lottery may have additional or fewer evaluators for optional rounds of competition. Evaluators will assign a score for each evaluation criterion listed below in this Section 4.10.2 up to the maximum points available as specified in Section 4.11 (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.

Evaluation Item 1: Technical Approach – aligns to 3.2.1.

How well does the proposed Discovery approach (requirements elicitation, tools/platforms, methods) ensure alignment to Lottery business and technical needs?

How strong and Lottery-usable are the descriptions and / or samples of the required deliverables (clarity, completeness, traceability, quality)?

Evaluation Item 2: Management Approach – aligns to 3.1.1.2 How well does the Staffing Plan cover critical roles, levels, reporting structure, and subcontractors?

How well does the management plan define governance, risk management, stakeholder engagement, and communications, including coverage for Lottery work hours and an after-hours point of contact?

Evaluation Item 3: Key Persons – aligns to 3.2.2 How well do Key Persons’ resumes demonstrate relevant experience and availability for their proposed roles?

Evaluation Item 4: Past Performance & References – aligns to 3.1.1.4 How well do the three comparable projects and references demonstrate successful delivery of similar scope and complexity?

Did all 3 Past Performance references send concurrence to Lottery?

Evaluation Item 5: Functional & Technical Requirements Response – aligns to 3.1.1.5 How completely and credibly does the Proposer address each requirement (met/partially/not met), including clear assumptions and configuration vs. customization?

Evaluation Item 6: Price Proposal – aligns to 3.1.1.7 How well does the pricing demonstrate best overall value to the Lottery (cost realism, transparency of assumptions, and alignment to the proposed staffing/approach), including anticipated total cost of ownership across delivery and operations?

[Applies to Proposers who submitted “Additional Proposed Solutions”] How well does the Proposer offer price efficiencies and commercial flexibility if the Lottery elects to pursue Additional Proposed Solutions beyond the mobile app replacement (e.g., bundled discounts, reuse of common components, scalable rate structures, and clear unit pricing for add-ons)?

[Applies to Proposers who submitted “Additional Proposed Solutions”] Evaluation Item 7: Additional Proposed Solutions – aligns to 3.2.4 How well do the Additional Proposed Solutions align to Lottery priorities and measurably increase overall value (e.g., reusable components, reduced duplicative work, improved player experience, improved operational outcomes) beyond the mobile app replacement?

PREFERENCES

Tiebreakers If Lottery receives Proposals identical in price, fitness, availability and quality and chooses to award a Discovery Phase Contract, Lottery shall award the Discovery Phase Contract in accordance with the procedures outlined in OAR 177 division 38.

POINT AND SCORE CALCULATION

OPTIONAL: ADDITIONAL PROPOSED SOLUTIONS

Additional solution(s) will be evaluated separately.

Evaluation criteria to be shared with down-selected group of Proposers invited to present a demo.

Evaluation criteria to be determined if additional rounds are needed for Lottery to make an informed decision.

The SPC will have evaluators align on a consensus score for each evaluation criterion. This consensus score will be used as a percentage multiplier of the maximum possible points for that criterion (e.g., 1=10%, 5=50%, 7.2=72%, 9=90%, etc.).

EXAMPLE:

Proposer A receives scores of 10, 9, and 9.5 from evaluators for a criterion worth 50 points. The evaluator group aligns on a consensus score of 9.5 and uses 95% as a multiplier to the possible points of 50. 50 multiplied by 95% is 47.5. Proposer A’s points for the criterion is 47.5.

RANKING OF PROPOSERS

The SPC will add the scores for each Proposal in a given round of competition (calculated by totaling the consensus scores per section for each Proposal). 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.

Lottery may, in Lottery’s sole discretion, determine an apparent successful Proposer with no additional rounds of competition. If additional rounds are conducted, Lottery 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, Lottery may choose to conduct additional round(s) of competition if in the best interest of the Lottery. Additional rounds of competition may consist of, but will not be limited to:

Interviews Additional Presentations/Additional Demonstrations/Additional Submittal Items Discussions and submittal of revised Proposals Serial or simultaneous negotiations Best and Final Offers Competitive Range Determination If Lottery, 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 Lottery’s sole discretion, some (based primarily on a natural break in the distribution of scores), of the Proposers from a previous round. Lottery will post a notice in OregonBuys of its Competitive Range Determination and provide details about the process and schedule for the subsequent round.

Competitive Range Protest Proposers excluded from a round may submit a Written protest of Competitive Range. Protests must:

Be emailed to the SPC;

Reference the OregonBuys bid number;

Identify Proposer’s name and contact information;

Be sent by an authorized representative State the reason for the protest; and Be received within 5 calendar days after issuance of the Notice of the Competitive Range unless a different due date and time is specified in such notice.

Lottery 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 Lottery.

SCORING AND RANKING OF PROPOSERS FOR SUBSEQUENT ROUNDS

If Lottery conducts two or more rounds of competition, the rounds will be scored independently. Once the ranking from a previous round is complete and a Competitive Range has been determined, Proposers participating in a subsequent round will compete on an equal basis – scores from the previous round will be set aside and will not carry over. The Proposer with the highest score from the final round will receive the highest final ranking. Lottery will establish the scoring criteria and methodology for subsequent rounds by issuing Addendum to this RFP.

SECTION 1: AWARD AND NEGOTIATION

1.1 AWARD NOTIFICATION PROCESS

Award Consideration Lottery, if it awards a Discovery Phase Contract will award a Discovery Phase Contract to the highest ranking Responsible Proposer(s) based upon the scoring methodology and process described in Section 4 and any subsequent Addenda. Lottery may award less than the full Scope of Work described in this RFP.

Intent to Award Notice Lottery will notify all Proposers in Writing that Lottery intends to award a Discovery Phase Contract to the selected Proposer(s) subject to successful negotiation of any negotiable provisions.

1.2 INTENT TO AWARD PROTEST

Protest Submission An Affected Proposer shall have 5 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 Discovery Phase Contract award in the event the protest was successful and is protesting for one or more of the following reasons as specified in OAR 177 division 38:

All higher ranked Proposals are non-Responsive.

Lottery has failed to conduct an evaluation of Proposals in accordance with the criteria or process described in the RFP.

Lottery abused its discretion in rejecting the protestor’s Proposal as non-Responsive.

Lot…