FINANCIAL MANAGEMENT AGENT SERVICES

The contract awards Financial Management Agent Services to support Common Law Employers and, if required by federal or Oregon law, the Agency acting as a Statutory Employer, in managing payroll and related financial responsibilities for employees providing Community Living Support services to individuals with developmental disabilities. The work is centered in Salem, Oregon, with performance directed by the Oregon Department of Human Services, Office of Developmental Disability Services. The solicitation, issued under Number S-DASOBO-00016781 by the State of Oregon’s Department of Administrative Services, State Procurement Services, targets service providers capable of comprehensive payroll administration, tax compliance, benefits enrollment, policy communication, and IT system management for a complex workforce environment governed by state statutes such as ORS 279A.112 and ORS 279B.110. The contractor must ensure adherence to strict confidentiality standards, maintain nondiscrimination and pay equity certifications, and prohibit sexual harassment and discrimination through written policies. Key personnel are critical to performance, with their assignment and substitution subject to prior written approval, and replacements must possess substantially equivalent or superior qualifications. The contract prohibits delegation of key responsibilities without consent and mandates that all subcontractors adhere to identical confidentiality obligations. The evaluation of proposals is heavily weighted toward technical merit, accounting for 255 of 330 total points, with significant emphasis on payroll and payment management capabilities, technical infrastructure including data backup and disaster recovery, customer service responsiveness, and a viable migration and transition plan. The cost evaluation, at 30 points, uses a weighted formula based on fees for Common Law and Statutory Employer services, indicating that price is a secondary consideration to technical capability. Proposals must include eight mandatory attachments, including a Disclosure Exemption Affidavit, Proposer Information and Certification Sheet, Reference Check Form, Cost Proposal Form, COBID Outreach Plan, and Responsibility Inquiry, none of which count toward the 150-page limit for the main submission. Offerors must be SAM-registered, not on exclusion lists, and must certify compliance with Oregon’s COBID program, pay equity requirements, and federal sanctions lists. The contractor will be subject to inspection and acceptance by the Agency at its location within 20 business days of delivery and must correct deficiencies at its own expense. The initial contract term is anticipated to be three years with potential extensions, pricing is fixed for the first 24 months, and future adjustments require written amendments with documented justification. Payments will be processed via ACH, check