Cost Allocation Financial Analysis Services
Closed State & local contract opportunity Posted
- Solicitation number
- S-DASOBO-00009641
- State
- Oregon
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 81162304 Expense management process as a service
- 84111703 Budget preparation or review services
- 84111503 Tax accounting service
- 84111702 Investor relations services or programs
- 64101602 Money market account
- 64101603 Simple checking account
- 64111902 Principal unprotected structured financial product
- 93151609 Lotteries services
- 72151403 Rope access work positioning service
- 84111501 Cost accounting service
Show all 42
- 84111504 Bookkeeping services
- 84111506 Billing services
- 64000000 Financial Instruments, Products, Contracts and Agreements
- 64101600 Demand deposit accounts
- 64101601 Interest bearing checking account
- 64101701 Bill paying application
- 64101704 Over draft protection
- 64111801 Allotment or bonus right
- 64111903 Exchange traded fund ETF
- 64111904 Single structured product
- 64111906 Variable annuity
- 93151605 Government finance services
- 84111502 Financial accounting service
- 64100000 Bank offered products
- 64111800 Entitlements or rights
- 64101700 Electronic fund transfer and payment products
- 64111900 Structured financial products
- 64111803 Purchase right
- 64111905 Over the rainbow structured product
- 64101703 Money transfer application
- 84131614 Underwriting service
- 84110000 Accounting and bookkeeping services
- 84111701 Treasury services
- 84111509 Finance advisory consulting services
- 64101500 Time deposit accounts
- 64111901 Principal protected structured financial product
- 64101501 Certificate of deposit CD
- 64101502 Simple savings account
- 64101702 Currency exchange application
- 64111802 Subscription right
- 64111804 Warrant
- 80141904 Digital event service
- Point of contact
-
- Enrique Rodriguez egs.pscustomercare@oregon.gov (503) 378-4642
Opportunity details come from oregonbuys.gov. Updated .
About this opportunity
The Oregon Department of Administrative Services Procurement Services is soliciting proposals for Cost Allocation Financial Analysis Services on behalf of the Oregon Department of Revenue, with Marion County and the City of Salem as key jurisdictions. The Request for Proposal (RFP # S-DASOBO-00009641) seeks an objective third-party contractor with government accounting expertise to analyze administrative costs across the Department of Revenue's 60+ revenue programs and develop a comprehensive cost allocation methodology. Specific deliverables include recommending a cost allocation software solution (without implementation), reviewing three biennia of revenue and expenditure data, and creating a methodology for calculating back-office costs. Minimum qualifications for proposers include demonstrated experience providing costing methodologies, cost analysis, and allocation strategies for other state agencies. The procurement timeline includes a pre-proposal conference held on March 6, 2024, at 1:00 PM Pacific Time, with proposals due on March 21, 2024, by 5:00 PM Pacific Time. Proposers must submit a detailed price proposal including identifiable costs, time estimates, and a comprehensive cost summary for all proposed activities.
The procurement includes specific outreach and participation requirements for Oregon's certified disadvantaged business enterprises, with a focus on minority-owned, women-owned, service-disabled veteran-owned, and emerging small businesses. The RFP encourages proposers to identify certified firms they have worked with previously and outline strategies for soliciting certified subcontractors. While no specific set-aside percentages are listed, the state has a clear commitment to providing equitable contracting opportunities. The contract will have an initial two-year term with options to renew up to a total of five years. Although a precise award value is not specified, the agency noted that the initial estimated budget is lower than previous proposals for similar work. The successful proposer, MGT of America Consulting, LLC, was identified in the Intent to Award document. Additional requirements for the successful contractor include providing insurance documentation, taxpayer identification, business registry documentation, and potentially a pay equity certification if employing 50 or more full-time workers with a contract exceeding $500,000.
Files
| File | Type | Posted |
|---|---|---|
| RFPAttE Price Proposal Form.xlsx | XLSX spreadsheet | |
| RFPAttF Certified Disadvantaged Business Outreach Plan.doc | DOC document | |
| QA Attachment 1_Oregon DOR Performance Audit.pdf | ||
| Questions and Answers~1.pdf | ||
| RFP_Final.pdf | ||
| Notice of Intent to Purchase Interstate Cooperative NCPA - DebtBook 2024.pdf | ||
| RFPAttA Sample Contract.docx | DOCX document | |
| RFPAttB Disclosure Exemption Affidavit.doc | DOC document | |
| RFPAttC Proposer Information and Certification Sheet.doc | DOC document | |
| RFPAttD Reference Check Form.doc | DOC document | |
| Intent To Award.pdf | ||
| QA Attachment 2_Sample Jan 2024 Expenditure Data.xlsx | XLSX spreadsheet | |
| RFP Amendment 1.pdf | ||
| RFPAttG Responsibility Inquiry.doc | DOC document |
Show all 14
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