Approved Sole Source Determination

Marion County Information Technology Department in Oregon has approved a sole source determination for Vertex Payroll Tax Q Series licensing for fiscal year 2026–2027, with a protest and comment deadline of October 16, 2026 at 4:00 p.m. PST under solicitation IT1855-26. This procurement is restricted to Vertex, Inc. and proceeds without competitive bidding.

The sole source determination rests on Oregon Revised Statutes 279B.075 and Marion County Procurement Code Rule 20-0275. Vertex, Inc. holds exclusive proprietary rights to the Vertex Payroll Tax Q Series software. Marion County has used the payroll module of Oracle Financials since 1997 and requires annual licensing updates to maintain compliance with state and federal payroll tax requirements. The county determined that continued use of Vertex represents the most cost-efficient approach during the transition to a new Enterprise Resource Planning system anticipated to go live in late 2026 to early 2027. Once the ERP system is operational, the Vertex tool will no longer be needed.

An RFI was issued on September 2, 2026 with responses due September 10, 2026 as market research to confirm single-source availability. No responses were received. The sole source determination was approved on September 30, 2026. Affected parties may submit questions or protests through the Marion County Procurement Collaboration Portal by the October 16 deadline. This notice does not constitute a solicitation; submitted information will not be evaluated, scored, or returned, and respondents are not guaranteed notification of results or future opportunities.