STATE OF OREGON

COVER PAGE

Department of Environmental Quality

Is issuing this Request For Proposals (RFP) under OregonBuys® Bid Number S-34000-00016777 for

ONLINE TRAINING CONTENT SUBSCRIPTION

Date of Issue: June 15, 2026

Opening Date and Time: July 17, 2026 at 5:00 PM PST

Single Point of Contact (SPC): Tempest Roberts

Address: 700 NE Multnomah St., Suite 600

City, State, Zip Portland, OR 97232

Phone (cell) 503-880-6999

E-mail: tempest.roberts@deq.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.

TABLE OF CONTENTS

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

1.2 SCHEDULE

1.3 SINGLE POINT OF CONTACT (SPC)

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

2.2 DEFINITION OF TERMS

2.3 AGENCY AND PROJECT OVERVIEW

2.4 SCOPE OF WORK / SPECIFICATIONS

2.5 CONTRACTOR RESPONSIBILITIES

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM SUBMISSION REQUIREMENTS

3.2 PROPOSAL REQUIREMENTS

3.3 PUBLIC NOTICE

3.4 PRE-PROPOSAL CONFERENCE

3.5 QUESTIONS / REQUESTS FOR CLARIFICATIONS

3.6 SOLICITATION PROTESTS

3.7 PROPOSAL DELIVERY OPTIONS

3.8 PROPOSAL MODIFICATION OR WITHDRAWAL

3.9 PROPOSAL DUE

3.10 PUBLIC OPENING

3.11 PROPOSAL REJECTION

3.12 EVALUATION PROCESS

3.13 POINT AND SCORE CALCULATIONS

3.14 RANKING OF PROPOSERS

3.15 SCORING AND RANKING OF PROPOSERS FOR SUBSEQUENT ROUNDS

SECTION 4: AWARD AND NEGOTIATION

4.1 AWARD NOTIFICATION PROCESS

4.2 INTENT TO AWARD PROTEST

4.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

4.4 CONTRACT NEGOTIATION

SECTION 5: ADDITIONAL INFORMATION

5.1 COMMITMENT TO FAIR ACCESS

5.2 CERTIFIED FIRM PARTICIPATION

5.3 GOVERNING LAWS AND REGULATIONS

5.4 OWNERSHIP/PERMISSION TO USE MATERIALS

5.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES

5.6 COST OF SUBMITTING A PROPOSAL

5.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

5.8 RECYCLABLE PRODUCTS

5.9 PRINTING, BINDING, AND STATIONERY WORK

5.10 CHECKLIST DISCLAIMER

LIST OF ATTACHMENTS

ATTACHMENT A SAMPLE CONTRACT

ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C PROPOSER INFORMATION AND CERTIFICATION SHEET

ATTACHMENT D COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT E RESPONSIBILITY INQUIRY

ATTACHEMENT F PRICE PROPOSAL SHEET

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

The State of Oregon, acting by and through the Department of Environmental Quality (“Agency”), is issuing this Request for Proposal under the provisions of ORS 279B.060 for a comprehensive state-of-the-art Online Training Content Subscription with a focus on workplace safety.

Agency is seeking a qualified contractor to provide licensing for an established online safety and workplace learning content library that can be imported into and delivered through the Agency’s existing Learning Management System (LMS).

Agency is not seeking an LMS solution. This RFP is limited to content licensing only. The selected contractor shall provide downloadable, SCORM-compliant (as described in Section 2.2 – Definition of Terms) course files that meet OSHA requirements, align with industry best practices, and support an inclusive, accessible, and equitable learning environment. All content must integrate smoothly with the Agency’s LMS and meet the technical and accessibility standards outlined in Section 2.4 of this RFP.

Agency anticipates the award of one (1) Contract from this RFP.

The initial term of the Contract is anticipated to be two (2) years, with options to renew for up to a cumulative total of five (5) years.

1.2 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.

Event Date Time

Questions / Requests for Clarification Due July 7, 2026 5:00 PM

Answers to Questions / Requests for Clarification Issued (approx.)

July 10, 2026

RFP Protest Period Ends June 22, 2026

Opening (Proposal Due) July 17, 2026 5:00 PM

Issuance of Notice of Intent to Award (approx.) July 31, 2026

Award Protest Period Ends August 7, 2026

1.3 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.

https://oregon.public.law/statutes/ors_279B.060

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

Agency is issuing this RFP under the authority of the Department of Administrative Services (DAS) delegation REQ-DASOBO-00178437 (as amended), Online Training Content Subscription.

Agency is using the Competitive Sealed Proposal method, pursuant to ORS 279B.060 and OAR 125-247-0260. Agency 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.

2.2 DEFINITION OF TERMS

For the purposes of this RFP, capitalized words are defined in OAR 125-246-0110 or as defined below.

Terminology specific to the OregonBuys® system may be found at: OregonBuys.

“ADA” means the Americans with Disabilities Act.

“HazCom” means Hazard Communication.

“LMS” means Learning Management System. Agency’s current LMS is Workday.

“OSHA” means the Occupational Safety and Health Administration.

“PPE” means Personal Protective Equipment.

“SCORM” means Sharable Content Object Reference Model. Content provided must meet SCORM version 1.2 specifications at a minimum. For information on SCORM compliance, please see:

https://scorm.com/.

“Title” means a unique, standalone training course or learning module with its own name, learning objectives and distinct content.

“WCAG 2.1 AA” means the Web Content Accessibility Guidelines version 2.1. The guidelines can be found here: https://www.w3.org/TR/WCAG21/.

2.3 AGENCY AND PROJECT OVERVIEW

2.3.1 Agency and Program Overview

Agency’s mission is to be a leader in restoring, maintaining and enhancing the quality of Oregon’s air, water and land. Agency works with all Oregonians to foster a healthy, sustainable environment that supports a diverse economy.

Agency’s Health and Safety Program, housed within the Central Services Division, provides health, safety, and security support to Agency staff and supports Agency safety planning with a focus on reducing or eliminating workplace injuries and health-related workplace exposures.

https://oregon.public.law/statutes/ors_279B.060 https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=309618 https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=309618 https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=300204 https://www.oregon.gov/das/ORBuys/Pages/Index.aspx https://scorm.com/ https://www.w3.org/TR/WCAG21/

The Program accomplishes this by taking proactive measures to reduce workplace risks and by ensuring that the agency complies with occupational safety laws, rules, and all applicable statewide policies.

Agency’s Health and Safety Program is responsible for delivering consistent, accessible, and regulation‑compliant safety training to all Agency staff. The Program uses Workday, the Agency’s LMS, to deliver required courses, track completion, and support Agency-wide compliance with occupational health and safety standards.

2.3.2 Project Overview

As safety requirements evolve and the need for high-quality, current training increases, the Agency requires a reliable, downloadable library of SCORM-compliant (as described in Section 2.2 – Definition of Terms) workplace safety courses that can be deployed directly within its LMS. Access to a comprehensive, up-to-date content library will strengthen the Agency’s ability to deliver timely and effective training, support regulatory compliance, and promote a safe, healthy, and inclusive work environment for all employees.

2.4 SCOPE OF WORK / SPECIFICATIONS

The Contractor shall provide the Agency with a comprehensive, downloadable library of safety training courses for use in the Agency’s LMS. The training library must support the wide range of work environments across the Agency—including office, laboratory, field, operational, and remote settings—and reflect current OSHA requirements, industry best practices, and training approaches that promote an inclusive, accessible, and equitable workplace.

Minimum Course Content Requirements The training library must include, at a minimum, courses covering the following core workplace safety topics:

• Bloodborne Pathogens

• Hazard Communication (HazCom)

• Respiratory Protection

• Fire Extinguisher Safety

• Active Shooter Response

• Driver Safety

• Personal Protective Equipment (PPE)

• Laboratory Safety

• Fall Protection/Arrest Systems

• Cold Stress

• Heat Stress

• Office Safety

• Ergonomics

Preferred Expanded Training Content In addition to these minimum course requirements, the Contractor must also provide a broader training library that supports the Agency's operational, safety, cultural, and professional needs. This content must include additional safety topics for Agency operations and OSHA compliance, as well as workforce-supportive training that reflects current best practices in communication, inclusion, and organizational development.

Preferred training content areas include, but are not limited to, the following topics:

• Emergency preparedness

• Chemical and hazardous materials safety

• Environmental and industrial safety

• Electrical safety

• Confined space awareness

• Office and fieldwork safety

• Ergonomics (advanced topics)

• Safety leadership

• Accessibility and inclusion (including ADA awareness)

• Respectful workplace and communication

• DEIB-aligned content such as bias awareness, cultural humility, inclusive communication, psychological safety, microaggression prevention, and bystander intervention

• Trauma-informed workplace practices

• Training to support navigating difficult or sensitive conversations

• Conflict management

• Change management

• Collaboration and teamwork

• Leadership development

• Customer service

• Resilience and well-being

• Project management

• Additional professional development topics supporting a modern and diverse workforce

Technical Requirements

• All course content must be SCORM-compliant (as described in Section 2.2 – Definition of Terms), ADA-accessible, and meet WCAG 2.1 AA standards.

• Course files must be fully compatible with the Agency’s LMS (Workday).

• Each course must include assessments, learning objectives, descriptions, and technical specifications.

2.5 CONTRACTOR RESPONSIBILITIES

The Contractor shall:

• Provide licensing for up to 850 users with unlimited course usage.

• Provide technical support for downloading course files.

• Provide access to all updated and newly developed course content throughout the contract term.

• Maintain and update all course content to ensure ongoing accuracy and compliance with applicable laws, standards, and best practices.

• Deliver content that aligns with the safety, accessibility, and technical requirements described in this RFP.

2.6 DELIVERABLES

The Contractor shall provide:

• Downloadable SCORM-compliant (as described in Section 2.2 – Definition of Terms) course files.

• Course descriptions, learning objectives, assessments, and technical specifications.

• Updated versions of existing courses as standards change.

• Newly developed courses that may be added to the contractor’s library during the contract period.

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM SUBMISSION REQUIREMENTS

3.1.1 Proposal Submissions

To be considered for evaluation, Proposal must contain each of the following elements (further detailed in Proposal Requirements section below):

• Product Summary (REQUIRED)

• Attachment B – Disclosure Exemption Affidavit (OPTIONAL)

• Attachment C – Proposer Information and Certification Sheet (REQUIRED)

• Attachment D – COBID Certification / Outreach Plan (REQUIRED)

• Attachment E – Responsibility Inquiry (REQUIRED)

• Price Proposal (REQUIRED)

3.1.2 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®. Proposer should follow the procedures outlined in OregonBuys Supplier Bid Solicitation Response for electronic submission.

The Price Proposal must be submitted as a separate electronic response file.

Proposer shall submit one copy of its Proposal and all other submittal requirements, with Attachment C - Proposer Information and Certification Sheet bearing the Proposer’s authorized representative’s Signature, in one of the following formats:

Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx). 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 B). Proposer shall also mark as chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

“Confidential” in OregonBuys® all attachments to its Proposal that Proposer believes are exempt from disclosure

The Proposer Information and Certification Sheet (Attachment C) must bear the Proposer’s authorized representative’s Signature.

3.2 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 shall not be considered further.

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. A proposal containing unsolicited marketing or advertising material may receive a lower evaluation score if the required information is difficult to locate.

3.2.1 Product Summary (REQUIRED)

In a separate attachment labeled “Product Summary”, Proposer shall provide a comprehensive description of its available online training content, including course offerings, subject areas, and delivery formats. The summary must clearly outline the scope, structure, and intended audience of the content, as well as any relevant features such as assessments, certifications, and tracking capabilities.

The Product Summary shall include confirmation that courses are available as downloadable, SCORM-compliant (as described in Section 2.2 – Definition of Terms) files compatible with the Agency’s LMS. The summary must also identify which courses meet applicable OSHA requirements, as relevant, and describe how the content aligns with current industry best practices.

The Product Summary shall also include any relevant information regarding content updates, maintenance, and version control, as well as the Proposer’s approach to ensuring ongoing compliance with regulatory, technical, and accessibility standards.

3.2.2 Attachment B – Disclosure Exemption Affidavit (OPTIONAL)

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 B). Proposer shall also mark as “Confidential” in OregonBuys® all attachments to its Proposal that Proposer believes are exempt from disclosure.

3.2.3 Attachment C – Proposer Information and Certification Sheet (REQUIRED)

Proposer shall complete and submit the Proposer Information and Certification Sheet (Attachment C).

Failure to demonstrate compliance with Oregon Tax Laws and sign the Proposer Information and Certification Sheet shall result in a finding of non-Responsibility.

3.2.4 Attachment D – COBID Certification/Outreach Plan (REQUIRED)

Proposer shall complete and submit the COBID Certification/Outreach Plan (Attachment D).

3.2.5 Attachment E – Responsibility Inquiry (REQUIRED)

Proposer shall complete and submit the Responsibility Inquiry (Attachment E).

3.2.6 Price Proposal (REQUIRED)

Proposer shall complete and submit the Price Proposal Sheet (Attachment F).

3.3 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.

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.

3.4 PRE-PROPOSAL CONFERENCE

A Pre-Proposal conference will not be held for this RFP.

3.5 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.

3.6 SOLICITATION PROTESTS

3.6.1 Protests to RFP

Prospective Proposer may submit a Written protest of anything contained in this RFP, including but not limited to, the RFP process, Specifications, Scope of Work, and the Sample Contract. This is prospective Proposer’s only opportunity to protest the provisions of the RFP, except that Proposer may protest as provided below.

3.6.2 Protests to Amendment(s)

https://oregonbuys.gov/

Prospective Proposer may submit a Written protest of anything contained in an Amendment.

Protests to an Amendment, if issued, must be submitted by 5:00 p.m. Pacific Time on the second Business Day following the issuance of the Amendment or the date/time specified in the Amendment, or they will not be considered. Protests of matters not added or modified by the Amendment will not be considered.

3.6.3 Requirements for Protests

All protests must:

• Be delivered to the SPC via email;

• Reference the OregonBuys® bid number;

• Identify prospective Proposer’s name and contact information;

• Be sent by an authorized representative;

• State the reason for the protest, including:

o the grounds that demonstrate how the Procurement Process is contrary to law, Unnecessarily Restrictive, legally flawed, or improperly specifies a brand name; and o evidence or documentation that supports the grounds on which the protest is based;

and

• State the proposed changes to the RFP provisions or other relief sought.

Protests to the RFP must be received by the due date and time identified in the Schedule.

Protests to an Amendment must be received by the due date identified in the Amendment.

3.7 PROPOSAL DELIVERY OPTIONS

Proposer is solely responsible for ensuring its Proposal is received by the SPC through the OregonBuys® submission process in accordance with the RFP requirements before Opening.

Agency is not responsible for any delays in transmission errors, or for any mis-delivery for any reason. Proposals submitted by regular mail, shipping carrier, email, fax, or 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 through OregonBuys®. at:

https://oregonbuys.gov/bso/

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

3.8 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 4.5 (Proposal Delivery Options). To be effective the modification must include the OregonBuys® bid number and be submitted to the SPC prior to Opening.

https://oregonbuys.gov/bso/ chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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, prior to the Opening in accordance with OAR 125-247-0440. To be effective the notice must include the OregonBuys® bid number.

3.9 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.

3.10 PUBLIC OPENING

There will be no public Opening of Proposals. Proposals received will not be available for inspection until after the evaluation process has been completed and the Notice of Intent to Award is issued pursuant to OAR 125-247-0630. However, DAS SPS will record and make available the identity of all Proposers after Opening.

3.11 PROPOSAL REJECTION

Agency 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 of ORS 279B.110.

• Proposer makes any contact regarding this RFP with State representatives such as State 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 Agency’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).

3.12 EVALUATION PROCESS

3.12.1 Responsiveness and Responsibility Determination

3.12.1.1 Responsiveness Determination

Responsiveness includes a determination that a Proposal substantially complies with the RFP and all prescribed procurement procedures and requirements.

The SPC will conduct an initial Responsiveness check of each Proposal received prior to Opening/Closing to determine if Proposer has submitted all required documents and information in compliance with the Minimum Submission Requirements section.

Agency will continue its review throughout the evaluation process to determine if a Proposal is Responsive to all RFP requirements. The final determination of Responsiveness includes a determination that the Proposal substantially complies with all submittal requirements, all Services requirements, all System requirements, the State’s security requirements, and any and all other requirements detailed in the RFP and any Addenda/Amendment.

At any time prior to award, Agency may reject a Proposal found not to be Responsive.

If the Proposal or information contained 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 at any time during the evaluation process, the Proposal may be rejected. Agency may waive mistakes in accordance with OAR 125-247-0470.

3.12.1.2 Responsibility Determination

Agency will determine if an apparent successful Proposer is Responsible prior to award and execution of the Contract. Proposer shall submit a signed Responsibility Inquiry form (Attachment E) with its Proposal.

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

3.12.2 Evaluation Criteria

Each Proposal meeting all initial Responsiveness requirements will be independently evaluated by members of an Evaluation Committee. Evaluation Committee membership may change, and the Agency may use additional or fewer evaluators for optional rounds of competition. Evaluators will assign a score for each evaluation criterion listed in Section

4.10.2 up to the maximum points available as specified in Section 4.11 (Point and Score Calculation).

SPC may request clarifications to assist the Evaluation Committee in gaining additional understanding of a Proposal. A response to a clarification request may only clarify or explain information already included in the original Proposal and may not introduce new information.

The Agency will score Proposer responses using proportional scoring. The highest‑scoring Proposer for each criterion will receive the maximum available points, and all other

Proposers will receive points relative to that score.

3.12.2.1 Number of Titles Provided (30 points – 30%)

For this criterion, “Title” is defined in Section 2.2 and Agency will apply this definition consistently across all Proposals. Titles that are unclear, duplicative, or non‑compliant may be excluded from scoring at the Agency’s discretion.

Evaluators will score Proposers' responses according to the criteria below:

1. The Proposer submitting the largest number of eligible, distinct titles (“Highest # of Titles”) will receive the full 30 points.

2. All remaining Proposers will receive proportional points based on the following formula:

Proposer’s # of Titles

X 30

Proposer’s

Score Highest # of Titles

3. The Agency may request clarification or verification of Title lists and may exclude those not supported by the proposer documentation.

3.12.2.2 Preferred Expanded Training Content (20 points – 20%)

For this criterion, “Evaluated Quality Score” means the raw score assigned by evaluators based on clarity, completeness, responsiveness, demonstrated value, and alignment with Agency’s objectives. The Proposer with the highest such score (“Highest Evaluated Quality Score”) will receive the maximum available points.

1. The Proposer with the Highest Evaluated Quality Score will receive the full 20 points.

2. All remaining Proposers will receive proportional points based on the following formula:

Evaluated

Quality Score X 20

Score Highest Evaluated

Quality Score

3. Evaluators will consider these factors:

Content Quality and Relevance

Quality, accuracy, depth, and relevance of the proposed training content to the Agency’s needs and objectives.

6 Points Possible

Course Variety and Coverage

Breadth and diversity of available training topics, including alignment with preferred content areas identified in Section 2.4.

5 Points Possible

User Experience and Accessibility

Ease of use, navigation, accessibility features, and overall learner experience of the courses.

4 Points Possible

Instructional Design and Engagement

Effectiveness of course structure, interactivity, multimedia use, assessments, and learner engagement strategies.

2 Points Possible

Customer Support Quality of technical support and ongoing customer service.

3 Points Possible

4. Evaluators may disregard incomplete, unclear, or inconsistent RFP requirement information.

3.12.3 PRICE EVALUATION (50 points – 50%)

The SPC will conduct the price evaluation based upon the price proposal sheet submitted by Proposer meeting all requirements set forth in Section 3.2.6(C). The SPC will award a price score to each Price Proposal based upon the percentage of the proposed price as compared to the lowest Proposer’s price using the following formula:

Lowest price of all Proposers

X 50

Price Score Pricing being scored

3.12.4 PREFERENCES

3.12.4.1 Reciprocal Preference

For evaluation purposes per OAR 125-246-0310, Agency shall add a percentage increase to each out-of-state Proposer's Proposal price that is equal to the percentage preference, if any, given to a Resident Proposer in the Proposer's state.

3.12.4.2 Tiebreakers

If Agency receives Proposals identical in price, fitness, availability and quality and chooses to award a Contract, Agency shall award the Contract in accordance with the procedures outlined in OAR 137-046-0300.

3.13 POINT AND SCORE CALCULATIONS

Points are the total possible for each section as listed in the table below.

https://www.naspo.org/reciprocity1

The SPC will average all scores for each evaluation criterion. Price points are calculated as stated in the Price Evaluation section.

3.14 RANKING OF PROPOSERS

The SPC will average the scores for each Proposal (calculated by totaling the points awarded by each Evaluation Committee member and dividing by the number of members). The SPC will add the average score for each Proposal to the Proposer’s price score and assign a total score for each proposal

After any applicable preference has been applied, 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.

Agency may, in Agency’s sole discretion, determine an apparent successful Proposer with no additional rounds of competition. If additional rounds are conducted, Agency 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

3.15 NEXT STEP DETERMINATION

At the conclusion of a round of competition, Agency may choose to conduct additional round(s) of competition if in the best interest of the State. Additional rounds of competition may consist of, but will not be limited to:

• Interviews

• Presentations/Demonstrations/Additional Submittal Items

• Discussions and submittal of revised Proposals

• Serial or simultaneous negotiations

• Best and Final Offers

3.15.1 Competitive Range Determination

If Agency, 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 Agency’s sole discretion, some (based primarily on a natural break in the distribution of scores), of the Proposers from a previous round. Agency will post a notice in OregonBuys of its Competitive Range Determination and provide details about the process and schedule for the subsequent round.

3.15.2 SCORING AND RANKING OF PROPOSERS FOR SUBSEQUENT ROUNDS

TOTAL POINTS POSSIBLE : 100

TITLE/CONTENT POINTS POSSIBLE 50

4.10.2.1 Number of titles 30

4.10.2.2 Preferred Expanded Training Content 20

4.10.3 PRICE POINTS POSSIBLE 50

If Agency 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.

SECTION 4: AWARD AND NEGOTIATION

4.1 AWARD NOTIFICATION PROCESS

4.1.1 Award Consideration

Agency, if it awards a Contract, will award a Contract the highest ranking Responsive, Responsible Proposer based upon the scoring methodology and process described in Section

4. Agency may award less than the full Scope of Work described in this RFP.

4.1.2 Intent to Award Notice

Agency will notify all Proposers in Writing that Agency intends to award a Contract to the selected Proposer subject to successful negotiation of any negotiable provisions.

4.2 INTENT TO AWARD PROTEST

4.2.1 Protest Submission

An Affected Proposer shall have 7 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 Contract award in the event the protest was successful and is protesting for one or more of the following reasons as specified in ORS 279B.410:

• All higher ranked Proposals are non-Responsive.

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

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

• Agency’s evaluation of Proposal or determination of award otherwise violates ORS Chapter 279B or ORS Chapter 279A.

If Agency receives only one Proposal, Agency may dispense with the evaluation process and Intent to Award protest period and proceed with Contract Negotiations and award.

4.2.1.1 Protest Requirements

Protests must:

• Be delivered to the SPC via email;

• Reference the OregonBuys® bid number ;

• Identify Proposer’s name and contact information;

• Be signed by an authorized representative of Proposer;

• Specify the grounds for the protest; and

• Be received within 7 calendar days of the Intent to Award notice.

4.2.2 Response to Protest

Agency will address all timely submitted 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 Agency.

4.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

Proposer(s) who are selected for a Contract award under this RFP will be required to submit additional information and comply with the following:

4.3.1 Insurance

Prior to award, Proposer shall secure and demonstrate to Agency proof of insurance as required in this RFP or as negotiated. Insurance Requirements are found in Exhibit B of Attachment A.

4.3.2 Taxpayer Identification Number

Proposer shall provide its Taxpayer Identification Number (TIN) and backup withholding status on a completed W-9 form when requested by Agency or when the backup withholding status or any other relevant information of Proposer has changed since the last submitted W- 9 form, if any.

4.3.3 Business Registry

If selected for award, Proposer shall be duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Contract. Visit http://sos.oregon.gov/business/pages/register.aspx for Oregon Business Registry information.

4.3.4 Pay Equity Certification

If selected for award and the Contract value exceeds $500,000 and Proposer employs 50 or more full-time workers, Proposer shall submit to Agency a true and correct copy of an unexpired Pay Equity Compliance Certificate, issued to the Proposer by the Oregon Department of Administrative Services. For instructions on how to obtain the Certificate, visit https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx.

ORS 279B.110(2)(f) requires that Proposer provide this prior to execution of the Contract.

4.3.5 Nondiscrimination in Employment

As a condition of receiving the award of a Contract under this RFP, Proposer must certify by its Signature on Attachment C - Proposer Information and Certification Sheet, in accordance with ORS 279A.112, that it has in place a policy and practice of preventing sexual harassment, sexual assault, and discrimination against employees who are members of a protected class.

The policy and practice must include giving employees a written notice that the policy both http://sos.oregon.gov/business/pages/register.aspx https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx prohibits, and prescribes disciplinary measures for, conduct that constitutes sexual harassment, sexual assault, or unlawful discrimination.

4.4 CONTRACT NEGOTIATION

4.4.1 Negotiation

After selection of a successful Proposer, Agency may enter into Contract negotiations with the successful Proposer. By submitting a Proposal, Proposer agrees to comply with the requirements of the RFP, including the terms and conditions of the Sample Contract (Attachment A), with the exception of those terms listed below for negotiation.

Proposer shall review the attached Sample Contract (Attachment A).

Any subsequent negotiated changes are subject to prior approval of the Oregon Department of Justice.

Agency is willing to negotiate ONLY the Statement of Work.

4.4.2 Negotiation Period

If agreement with the Apparent Successful Proposer is not reached within thirty (30) Calendar Days of the beginning of negotiations, Agency may terminate negotiations and revoke the award; then, Agency may issue a notice of intent to award to the next highest ranked Responsible and Responsive Proposer and so on until agreement is reached or until Agency terminates the process. Agency may require reconfirmation of the qualifications and staffing of any Proposer.

SECTION 5: ADDITIONAL INFORMATION

5.1 COMMITMENT TO FAIR ACCESS

The State of Oregon is committed to taking steps towards promoting fair and accessible procurement processes for all small and resource limited businesses by reducing obstacles and negative impacts. Agency encourages all businesses to submit a Proposal for this contracting opportunity.

5.2 CERTIFIED FIRM PARTICIPATION

Pursuant to Oregon Revised Statute (ORS) Chapter 200, Agency encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (“COBID”) in all contracting opportunities. This includes certified small businesses in the following categories: disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business.

Agency also encourages joint ventures or subcontracting with certified small business enterprises. For more information, visit:

https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN= oregon4biz

If the Contract has potential subcontracting opportunities, the successful Proposer may be https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN=oregon4biz https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN=oregon4biz required to submit a completed Certified Disadvantaged Business Outreach Plan (Attachment F) prior to execution.

5.3 GOVERNING LAWS AND REGULATIONS

This RFP is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this RFP, evaluation and award is the Circuit Court of Marion County for the State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section 5.3 be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any claim or consent to the jurisdiction of any court.

5.4 OWNERSHIP/PERMISSION TO USE MATERIALS

All Proposals are public records and are subject to public inspection after Agency issues the Notice of Intent to Award. Application of the Oregon Public Records Law will determine whether any information is exempt from disclosure.

All Proposals submitted in response to this RFP become the Property of Agency. By submitting a Proposal in response to this RFP, Proposer grants the State a non-exclusive, perpetual, irrevocable, royalty-free license for the rights to copy, distribute, display, prepare derivative works of and transmit the Proposal solely for the purpose of evaluating the Proposal, negotiating a Contract, if awarded to Proposer, or as otherwise needed to administer the RFP process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311 through 192.478). Proposals, including supporting materials, will not be returned to Proposer, except in the case of Proposals that were submitted late and rejected by Agency.

5.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES.

Pursuant to ORS 279B.100, Agency may reject any or all Proposals in-whole or in-part or may cancel this RFP at any time when the rejection or cancellation is in the best interest of the State or Agency, as determined by Agency. Neither the State nor any State agency is liable to any Proposer for any loss or expense caused by or resulting from the delay, suspension, or cancellation of the RFP or a Contract award, or the rejection of any Proposal.

5.6 COST OF SUBMITTING A PROPOSAL

Proposer shall pay all costs incurred in connection with its Proposal, including, but not limited to, the costs to prepare and submit the Proposal, costs of samples and other supporting materials, costs to participate in demonstrations, and costs associated with protests.

5.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

If applicable, Proposer shall include information in its Proposal that demonstrates compliance with the Statewide E-Waste/Recovery Procedure #107-011-050_PR. Visit the DAS website www.oregon.gov/das and use the search bar feature to locate the procedure.

5.8 RECYCLABLE PRODUCTS

https://www.oregon.gov/das

Proposer shall use recyclable products to the maximum extent economically feasible in the performance of the Services or Work described in this RFP and the subsequent Contract. (ORS 279B.025)

5.9 PRINTING, BINDING, AND STATIONERY WORK

Except as provided in ORS 282.210(2), all printing, binding and stationery work, including the manufacture of motor vehicle registration plates and plates required to be affixed to motor carriers, for the State or any county, city, town, port district, school district, or other political subdivision, must be performed within the State.

5.10 CHECKLIST DISCLAIMER

Any checklists that may be contained in this RFP are provided only as a courtesy to prospective Proposer. Agency makes no representation as to the completeness or accuracy of any Checklist.

Prospective Proposer is solely responsible for reviewing and understanding the RFP and complying with all the requirements of this RFP, whether listed in a checklist or not. Neither the State nor Agency is liable for any claims, or subject to any defenses, asserted by Proposer based upon, resulting from, or related to, Proposer’s failure to comprehend all requirements of this RFP.