Countywide Finance Department Organizational Assessment

Washington County, Oregon is requesting proposals for a countywide Finance Department organizational assessment under RFP 2026.069-RFP, with proposals due August 7, 2026 at 2:00 p.m. and questions due August 3, 2026 at 5:00 p.m.

The scope encompasses a comprehensive eight-month assessment of the central Finance Department and all finance-related personnel and functions across county departments. Deliverables include project kickoff and documentation review, organizational assessment with benchmarking, countywide finance function mapping and process documentation, stakeholder engagement through interviews and surveys, recommendations for future-state organizational structure, a phased implementation roadmap, and a final report with executive presentation. Proposers must hold current business registration with the Oregon Secretary of State.

The initial contract term is two years with renewal options up to five years total, not to exceed five years. Proposals are limited to 25 pages and will be evaluated on eight criteria: page compliance (10 points), consultant qualifications and relevant experience (20 points), project methodology and technical approach (20 points), stakeholder engagement and communication plan (15 points), work plan, timeline, and project management (15 points), quality of proposed deliverables and reporting (10 points), cost proposal (10 points), and commitment to equity, inclusion, and diverse participation (10 points). The County reserves the right to conduct interviews with top-scoring proposers and check references.

Contractors must provide a Certificate of Insurance before work commences, including Commercial General Liability ($1,000,000/$2,000,000 per occurrence/aggregate), Professional Liability/Errors and Omissions ($1,000,000/$2,000,000), Automobile Liability ($1,000,000 combined single limit), and Workers' Compensation coverage compliant with Oregon Revised Statutes. All insurance must name Washington County and its officials as additional insureds. Maximum deductibles cannot exceed $25,000 without prior written county consent. The County's standard Personal/Professional Services Contract Master template incorporates Oregon procurement statutes (ORS 279B and 279C), federal civil rights requirements, and standard indemnification and termination provisions. Proposals are subject to cooperative purchasing, allowing other Oregon public agencies to purchase under identical terms.