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Opportunity Notice Form Best Value Analysis (“BVA”) for DEIB Consulting, Facilitation, Training & Education, and Strategic Planning

OregonBuys Bid#: S-44000-00015417

Notice Date: December 17, 2025

To: DEIB Consultants – Service Categories:

☐ A - Consulting Services ☒ B - Training & Facilitation Services ☐ C - Strategic Planning Services

1. Issuing Authorized Purchaser:

Authorized Purchaser Name:

Department of Consumer and Business Services, Director’s Office, Office of Equity (“Authorized Purchaser”) or (“DCBS”).

Contact Name: Franie Wilkins, Procurement and Contract Specialist Contact Address: 350 Winter St. NE, Salem, Oregon, 97301 Contact Phone #: 971-375-7759 Contact Email: franie.j.wilkins@dcbs.oregon.gov

2. Project Title: DEIB “Belonging” Training

See attached Statement of Work, Attachment A.

3. Response Due Date: January 23, 2026 by 5:00 PM (PT).

Consultant must submit offers by the due date listed above.

Authorized Purchaser intends to award one (1) Service Order Contract (“SOC”). The length of the SOC is estimated to be one year from date of SOC execution, with the option to extend if needed.

4. Estimated Project Budget: $ Not Disclosed

Authorized Purchaser is requesting Consultant to provide a quote for the requested Services.

Please see Section 11.4 for further details.

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5. Authorized Purchaser Overview

The Department of Consumer and Business Services (“DCBS”) is Oregon’s largest consumer protection and business regulatory agency and is a resource to consumers and businesses in areas involving building safety, finance, and workplace health and safety.

The mission of DCBS is to equitably protect and empower consumers and workers while maintaining a predictable yet innovative regulatory environment for the business we regulate. DCBS is comprised of the following divisions: Building Codes Division, Division of Financial Regulation, Occupational Safety and Health Division, the United Health Plan Governance Board, the Workers’ Compensation Board and the Workers’ Compensation Division.

DCBS employs approximately 1,000 persons staff statewide. Staff is located in the DCBS central office in Salem, Oregon, as well as field staff throughout the state including hybrid and full remote staff.

The DCBS Office of Equity (“Authorized Purchaser”), which is nested in the Director’s Office, grew from the DCBS Diversity and Inclusion Program and serves DCBS across all divisions.

The Director of the Office of Equity is responsible for the execution and operationalization of diversity, equity, inclusion and belonging for DCBS. The Office of Equity’s mission is to develop and implement DCBS policy and programming while providing leadership and communication in areas of equity, diversity, inclusion, and belonging (DEIB) in the business lines of DCBS and to all employees in their work.

The Office of Equity also oversees the DEIB Council that is comprised of representatives from all DCBS divisions and designed to serve as an advisory body to DCBS and work to support the DCBS Office of Equity. It serves as a promoter for achieving the DCBS’s diversity and inclusion initiatives and business needs through effective culture-change strategies.

6. Project Description:

Authorized Purchaser is seeking a training specifically focused on the belonging component of diversity, equity, inclusion, and belonging (DEIB). The training will be presented either in a virtual platform or as a hybrid environment to all of DCBS’s nearly 1,000 employees, with additional in-person sessions for DCBS leadership, currently 32 employees, and DCBS’ DEIB 20 Council members. The training would ideally be in a hybrid environment and spread across multiple sessions and days (a training series).

The focus of the belonging training series should give all staff a foundation of what belonging in a workplace looks like and provide skills to foster more inclusive environments. DCBS leadership and DEIB Council sessions will have more in-depth training and coaching on incorporating belonging into their practices.

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It is imperative that the awarded Consultant is highly familiar with concept of incorporating a culture of belonging into a workplace and facilitating conversations that lead to personal and professional growth. In order for a SOC to be awarded, the Consultant must provide evidence based outcomes and/or data related to their effectiveness in the area of belonging. Expertise working with state government agencies and underrepresented groups is desired but not required.

Authorized Purchaser anticipates multiple training sessions covering the same material based on number of DCBS staff. This training series should take no more than 12 months to complete, from execution of the SOC with the awarded Consultant to the final training session/wrap-up activity. Ideally, all of the training components involving DCBS staff should take place between March 2026 to July 2026. This training will require some in-person travel to Salem, Oregon and travel will be included the total budget and not paid/reimbursed separately.

Refer to Attachment A, Sample Statement of Work for additional details.

7. Schedule of Events:

Event Date Time (Pacific Time) Opportunity Notice Issued December 17, 2025 Questions and Clarification Requests January 5, 2026 2:00 PM (PT)

Pre-Submittal Conference N/A Opportunity Notice Closing (Offers due)

January 23, 2026 5:00 PM (PT)

Consultant Interviews TBD

8. Pre-Submittal Conference:

There will be no pre-submittal conference for this Opportunity Notice BVA.

9. Questions and Clarifications Requests

Questions and requests for clarification must be submitted via email to Franie.j.wilkins@dcbs.oregon.gov, by January 5, 2026 at 2:00 PM. Official answers and clarifications will be provided via email and posted in OregonBuys as a Bid Amendment to this Notice to all solicited DEIB Consultants. Any oral communications will be considered unofficial and non-binding.

10. Offer Delivery Options

Offeror is solely responsible for making sure its Offer is received by the Authorized Purchaser Contact in accordance with the Opportunity Notice requirements, before the Opportunity Notice closes, as shown in the Schedule of Events. Authorized Purchaser is not responsible for any delays or transmission errors, or for any mis-delivery for any reason. An Offer submitted by any means not authorized below will be rejected.

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The following Offer delivery options are permitted for this Opportunity Notice:

10.1. Delivery through OregonBuys

Consultant may submit Offer electronically through OregonBuys at OregonBuys.com.

Detailed instructions on how to submit an offer can be found at OregonBuys Vendor Formal Solicitation Response.pdf.

Additional vendor resources for Oregon Buys:

• For Assistance with OregonBuys (Vendor help Desk):

Email: support.oregonbuys@das.oregon.gov Phone: 1-855-800-5046

• For guidelines on how to find a Bid Solicitation in OregonBuys:

How to Find Bid Solicitation Opportunities

• Detailed instructions on how to submit a Response in OregonBuys:

Supplier Bid Solicitation Response

11. Offer Content Requirements:

To be considered for evaluation, Offers must include the following content:

11.1. Approach

• Narrative describing Consultant’s approach to providing the Services, with an emphasis on the belonging piece of DEIB.

• Draft Workplan.

• Evidence based outcomes and or data related to effectiveness in the area of belonging.

• Include details on the virtual platform Consultant intends to use and the hosting capacity for attendance.

• Anything else Consultant feels is important to the project or Authorized

Purchaser.

11.2. Experience

• A narrative , including resume, describing Consultant’s experience, skills, knowledge.

• A narrative, including resume, of each additional training provider that demonstrates their experience, skills and knowledge, if applicable.

11.3. Timelines

• Estimated project schedule.

11.4. Cost

https://oregonbuys.gov/bso/view/login/login.xhtml https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf mailto:support.oregonbuys@das.oregon.gov https://www.oregon.gov/das/ORBuys/Documents/How%20to%20find%20open%20or%20closed%20bids.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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Authorized Purchaser is electing not to have the cost entered in OregonBuys on the items tab directly. For OregonBuys purposes only, when completing the quote process on the items tab, enter a cost of $1.00.

• Please provide a service based cost approach along with an estimated overall total budget cost based on the proposed recommended quantity of Services.

The example below is provided as a reference example. Consultant may provide the costs in the format that works best for the Consultant as long as it includes the various cost breakdowns so Authorized Purchaser can determine the overall budget and how many sessions. In person training costs should be inclusive of any travel related expenses.

Service Cost per Session

Recommended Quantity of

Services Total Cost

Virtual Training

In-person Training Sessions

Hybrid Training

Evaluation and Impact Assessment

Working Assumptions

Etc.

11.5. References

Consultant shall provide three (3) references on the provided Reference Check Form (Attachment C), from current or former client firms for similar training Services performed within the last five (5) years. References must be able to answer the following questions:

1) Did the Consultant perform a training for you?

a. What type of training and what was the training hybrid, virtual, or in person?

b. What was the subject matter of the training and what was the audience size?

2) Did the Consultant meet your expectation for the training performed?

3) How would you describe and rate the Consultant’s training style?

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4) Was there a post-training action plan, recommendation, or other follow-up?

5) Would you recommend the Consultant and why yes or no?

Authorized Purchaser will make three (3) attempts to contact each of the references provided by the Consultant. If these attempts are unsuccessful, the Consultant will receive a score of zero (0) for that reference.

11.6. Sample Work

Consultant must provide with their response, a work sample specific to belonging such as reports, assessments, handouts, training materials, DEIB plans. Sample should include evidence based outcomes and/or data related to their effectiveness in the area of belonging.

12. Opportunity Notice BVA (Evaluation Criteria): 1035 Points

Offers received on or before the Opportunity Notice due date and time, will be reviewed and evaluated by Authorized Purchaser. Authorized Purchaser will evaluate eligible Offers, after the Offer Closing Date listed in the Schedule of Events. The Consultant evaluated to offer the best value to the State will be selected based, in part, on the following criteria:

12.1. Proposed approach to Services being requested (200 Points Possible)

12.2. Draft Workplan (200 Points Possible)

12.3. Project Schedule (100 Points Possible)

12.4. Demonstrated skill, experience, and knowledge relevant to the Services being requested (300 Points Possible)

12.5. Sample Work (200 Points)

12.6. References (25 Points)

12.7. Cost (10 Points)

13. Interviews:

If requested by Authorized Purchaser, Consultant shall participate in interviews as part of the BVA process. If Authorized Purchaser elects to conduct Consultant interviews, Authorized Purchaser will invite Consultants based on a natural break in the distribution of scores. Authorized Purchaser will notify Consultants of the date, time, and location of the interview.

14. Notice of Award:

Authorized Purchaser shall issue and send a notice of intent to award a SOC to all Consultants who submitted an Offer in response to this Opportunity Notice. The notice of intent to award will provide the name of the Consultant awarded the SOC.

15. Protest of Award:

Pursuant to ORS 279B.410, an aggrieved Consultant may protest the award of the SOC.

Consultant must submit its written protest to the undersigned within seven (7) days of the

BVA Bid #: S-44000-00015417 DEIB Training Page 7 of 16 issuance of the notice of intent to award. The protest must state that Consultant is adversely affected because Consultant would be eligible for the award in the event the protest is upheld, because:

15.1. All lower bids or higher ranked Offers are nonresponsive.

15.2. Authorized Purchaser has failed to conduct the evaluation of Offers in accordance with the criteria or processes described in the solicitation materials.

15.3. Authorized Purchaser has abused its discretion in rejecting the protestor’s bid or Offers as nonresponsive; or

15.4. Authorized Purchaser’s evaluation of bids or Offers or the contracting agency’s subsequent determination of award is otherwise in violation of this chapter or ORS chapter 279A.

The Authorized Purchaser contact shall respond to all protests in a timely manner.

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BVA Opportunity Notice Attachment A

Sample Statement of Work

This Sample Statement of Work provides Consultant with a high overview of what the Authorized Purchaser is looking for. The Statement of Work in the awarded Service Order Contract will be edited and revised with more specific details based on the awarded Offer.

A. DEIB Training & Facilitation Services

Consultant shall provide training to Authorized Purchaser specifically focused on the belonging component of diversity, equity, inclusion, and belonging (DEIB). The training will include all of DCBS’s approximate 1,000 employees, with special sessions for DCBS leadership and DCBS DEIB Council members. The training would ideally be in a hybrid environment and spread across multiple sessions and days (a training series).

The focus of the belonging training series should give all staff a foundation of what belonging in a workplace looks like and provide skills to foster more inclusive environments. DCBS leadership sessions will have more in-depth training and coaching on incorporating belonging into their practices.

Consultant shall provide all training materials. The virtual platform Consultant intends to use must be approved by the Authorized Purchaser.

B. Tasks

The following are the Tasks and Deliverables Authorized Purchaser is requesting of the selected Offeror for DEIB training & education Services. Anticipated timeline for training sessions will be between March 2026 and July 2026.

Consultant shall provide the following:

(1) Task No. 1: Kick Off Meeting

Consultant must attend a kick off meeting with Authorized Purchaser prior to any Services being performed or training activities conducted. The purpose of this meeting is to discuss the training Services, the deliverables, timelines, the payment schedule and to make understood the expectations of the Authorized Purchaser.

Date, time, and platform (virtual or in-person) to be determined and mutually agreed upon.

Deliverable No. 1.1: Workplan and timeline Deliverable No. 1.2: TBD

(2) Task No. 2: Monthly Check-ins

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Consultant must meet with Authorized Purchaser monthly or as mutually agreed upon to discuss the project. Dates, times, platform and frequency to be determined and mutually agreed upon.

Deliverable No. 2.1: TBD (there may not be any deliverable for this)

(3) Task No. 3: All Staff Training Sessions

Consultant must provide belonging training to DCBS staff. Dates and locations to be determined and mutually agreed upon.

Deliverable No. 3.1: Virtual only training Deliverable No. 3.2: Virtual/hybrid In person training at Salem office Deliverable No. 3.3: Additional trainings

(4) Task No. 4: DCBS Leadership Sessions

Consultant must provide belonging training to DCBS leadership staff. Dates and locations to be determined and mutually agreed upon.

Deliverable No. 4.1: In person training at Salem office Deliverable No. 4.2: Virtual training

(5) Task No. 5: DEIB Council Sessions

Consultant must provide belonging training to the DCBS DEIB Council members.

Delivery, dates, and locations to be determined and mutually agreed upon.

Deliverable No. 5.1: In person training at Salem office Deliverable No. 5.2: Virtual training

(6) Task No. 6: Final Wrap up

Consultant must provide a written final wrap up document to help DCBS continue to build belonging into its daily practice.

Deliverable No. 6.1: A written document with the overall training results and customized recommendations for future training and development.

Deliverable No. 6.2: TBD

C. Additional Training Services

Authorized Purchaser reserves the right to add additional trainings as determined and mutually agreed upon. Any additional training will be negotiated separately and will not be in effect unless by Written Amendment.

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D. Payment Schedule

This is an example of a payment structure. This section will be completed based on the awarded Offer.

Authorized Purchaser shall make payments to Consultant based on the Services and Deliverables delivered and accepted by the Authorized Purchaser as provided below.

Consultant shall not perform and Authorized Purchaser shall not pay for any Services beyond the expiration date of the SOC and/or the maximum not-to-exceed compensation.

(1) Payment Schedule:

(A) The maximum not to exceed amount available for payment to Consultant under this section is $XXX.

(B) Authorized Purchaser agrees to pay Consultant the following rates:

Service Cost per Session

Virtual Training

In-person Training

Hybrid Training

Evaluation and Impact Assessment

Working Assumptions

Etc.

(C) Consultant shall submit monthly detailed invoices for services performed under this SOC to the Authorized Purchaser. The invoices must:

• Describe all services performed with particularity to the hours and whom it was performed;

• Identify the SOC number;

• Include a unique invoice number;

• Include an invoice date;

• Include Consultant name and address, including remit to address if different;

• Identify the Authorized Purchaser representative;

• Include the billing period; and

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• Include the invoice amount.

(D) Authorized Purchaser will pay Consultant within 45 days of Authorized Purchaser’s receipt of invoice. If revisions are necessary, payment will be made no later than 45 calendar days from receipt of the revised invoice.

(E) If Consultant fails to present invoices in proper form within 45 days after the end of the month in which Services were rendered, Consultant waives any rights to present such invoice and to receive payment.

(F) All payments to Consultant by Authorized Purchaser for an approved invoice are subject to the provisions of ORS 293.462.

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Attachment B

Additional Insurance Requirements

1. INSURANCE REQUIREMENTS:

Contractor shall obtain at Contractor’s expense the insurance specified in this Exhibit prior to performing under this Contract. Contractor shall maintain such insurance in full force and at its own expense throughout the duration of this Contract, as required by any extended reporting period or continuous claims made coverage requirements, and all warranty periods that apply. Contractor shall obtain the following insurance from insurance companies or entities that are authorized to transact the business of insurance and issue coverage in the State of Oregon and that are acceptable to Authorized Purchaser. All coverage shall be primary and non-contributory with any other insurance and self-insurance, with the exception of Professional Liability and Workers’ Compensation. Contractor shall pay for all deductibles, self-insured retention, and self-insurance, if any.

If Contractor maintains broader coverage and/or higher limits than the minimums shown in this Exhibit, Authorized Purchaser requires and shall be entitled to the broader coverage and/or higher limits maintained by Contractor.

2. WORKERS’ COMPENSATION & EMPLOYERS’ LIABILITY:

All employers, including Contractor, that employ subject workers, as defined in ORS 656.027, shall comply with ORS 656.017, and provide Workers’ Compensation Insurance coverage for those workers, unless they meet the requirement for an exemption under ORS 656.126(2). Contractor shall require and ensure that each of its subcontractors complies with these requirements. If Contractor is a subject employer, as defined in ORS 656.023, Contractor shall also obtain Employers' Liability Insurance coverage with limits not less than $500,000 each accident.

If Contractor is an employer subject to any other state’s Workers’ Compensation law, Contactor shall provide Workers’ Compensation Insurance coverage for its employees as required by applicable Workers’ Compensation laws including Employers’ Liability Insurance coverage with limits not less than $500,000 and shall require and ensure that each of its out-of-state subcontractors complies with these requirements.

As applicable, Contractor shall obtain coverage to discharge all responsibilities and liabilities that arise out of or relate to the Jones Act with limits of no less than $5,000,000 and/or the Longshoremen’s and Harbor Workers’ Compensation Act.

3. COMMERCIAL GENERAL LIABILITY: Required Not required

Contractor shall provide Commercial General Liability Insurance covering bodily injury and property damage in a form and with coverage that are satisfactory to the State of Oregon.

This insurance must include personal and advertising injury liability, products and completed operations, contractual liability coverage for the indemnity provided under this Contract, and have no limitation of coverage to designated premises, project, or operation.

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Coverage must be written on an occurrence basis in an amount of not less than $1,000,000.00 per occurrence and not less than $2,000,000.00 annual aggregate limit.

4. AUTOMOBILE LIABILITY INSURANCE: Required Not required

Contractor shall provide Automobile Liability Insurance covering Contractor’s business use including coverage for all owned, non-owned, or hired vehicles with a combined single limit of not less than $1,000,000.00 for bodily injury and property damage. This coverage may be written in combination with the Commercial General Liability Insurance (with separate limits for Commercial General Liability and Automobile Liability). Use of personal automobile liability insurance coverage may be acceptable if evidence that the policy includes a business use endorsement is provided.

5. EXCESS/UMBRELLA INSURANCE:

A combination of primary and Excess/Umbrella Insurance may be used to meet the required limits of insurance. When used, all of the primary and umbrella or excess policies must provide all of the insurance coverages required herein, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The umbrella or excess policies must be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, must be called upon to contribute to a loss until the Contractor’s primary and excess liability policies are exhausted.

If Excess/Umbrella Insurance is used to meet the minimum insurance requirement, the Certificate of Insurance must include a list of all policies that fall under the Excess/Umbrella Insurance.

6. ADDITIONAL INSURED:

All liability insurance, except for Workers’ Compensation, Professional Liability, Directors and Officers Liability and Network Security and Privacy Liability (if applicable), required under this Contract must include an Additional Insured endorsement specifying the State of Oregon, its officers, employees, and agents as Additional Insureds, but only with respect to Contractor’s goods to be delivered and Services to be performed under this Contract.

Coverage shall be primary and non-contributory with any other insurance and self-insurance.

Regarding Additional Insured status under the General Liability policy, Authorized Purchaser requires Additional Insured status with respect to liability arising out of ongoing operations and completed operations, but only with respect to Contractor's goods to be delivered and Services to be performed under this Contract. The Additional Insured endorsement with respect to liability arising out of Contractor’s ongoing operations must be on, or at least as broad as, ISO Form CG 20 10 and the Additional Insured endorsement with respect to completed operations must be on, or at least as broad as, ISO form CG 20 37.

7. WAIVER OF SUBROGATION:

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Contractor shall waive rights of subrogation which Contractor or any insurer of Contractor may acquire against the Authorized Purchaser or State of Oregon by virtue of the payment of any loss. Contractor shall obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not Authorized Purchaser has received a Waiver of Subrogation endorsement from the Contractor or the Contractor’s insurer(s).

8. CONTINUOUS CLAIMS MADE COVERAGE:

If any of the required liability insurance is on a claims made basis and does not include an extended reporting period of at least 24 months, then Contractor shall maintain continuous claims made liability coverage, provided the effective date of the continuous claims made coverage is on or before the effective date of this Contract, for a minimum of 24 months following the later of:

(i) Contractor ’s completion and Authorized Purchaser’s acceptance of all goods and Services required under this Contract, or

(ii) Authorized Purchaser’s or Contractor’s termination of this Contract, or

(iii) The expiration of all warranty periods provided under this Contract.

9. CERTIFICATE(S) AND PROOF OF INSURANCE:

Contractor shall provide to Authorized Purchaser Certificate(s) of Insurance for all required insurance before delivering any goods and performing any Services required under this Contract. The Certificate(s) of Insurance must list the State of Oregon, its officers, employees, and agents as a Certificate holder and as an endorsed Additional Insured. The Certificate(s) of Insurance must also include all required endorsements or copies of the applicable policy language effecting coverage required by this Contract. If excess/umbrella Insurance is used to meet the minimum insurance requirement, the Certificate(s) of Insurance must include a list of all policies that fall under the Excess/Umbrella Insurance.

As proof of insurance, Authorized Purchaser has the right to request copies of insurance policies and endorsements relating to the insurance requirements under this Exhibit.

The information in the Certificate Holder section of the COI must read as follows:

The State of Oregon Department of Consumer and Business Services 350 Winter Street NE Salem OR 97301

Include the Contract number PO-44000-000XXXXX in the Description of Operations section.

10. NOTICE OF CHANGE OR CANCELLATION:

Contractor or its insurer shall provide at least 30 calendar days’ written notice to Authorized Purchaser before cancellation of, material change to, potential exhaustion of aggregate limits of, or non-renewal of the required insurance coverage(s).

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11. INSURANCE REQUIREMENT REVIEW:

Contractor agrees to periodic review of insurance requirements by Authorized Purchaser under this Contract and to provide updated requirements as mutually agreed upon by Contractor and Authorized Purchaser.

12. STATE ACCEPTANCE:

All insurance providers are subject to Authorized Purchaser acceptance. If requested by Authorized Purchaser, Contractor shall provide complete copies of insurance policies, endorsements, self-insurance documents and related insurance documents to Authorized Purchaser’s representatives responsible for verification of the insurance coverages required under this Exhibit.

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Attachment C

References

[Attached as a separate document]

Consultant shall provide three (3) references on the provided Reference Check Form.

Three (3) references are required. If additional references are submitted, only the first three (3) references will be used.