Request for Proposal: Financial Exam and Analysis Services

Location: Oregon
Posted: Apr 15, 2025
Due: May 15, 2025
Agency: State Government of Oregon
Type of Government: State & Local
Category:
  • B - Special Studies and Analyses - Not R&D
  • R - Professional, Administrative and Management Support Services
Solicitation No: S-44000-00013584
Publication URL: To access bid details, please log in.

Bid Solicitation: S-44000-00013584
Responses Due in 29 Days, 21 Hours, 27 Minutes
Header Information
Bid Number:
S-44000-00013584
Description:
Request for Proposal: Financial Exam and Analysis Services
Bid Opening Date:
05/15/2025 02:00:00 PM
Purchaser:
Sydney Wollersheim
Organization:
Department of Consumer and Business Services
Department:
44090 - Division of Financial Regulation
Location:
9001 - DFR Admin
Fiscal Year:
25
Allow Electronic Quote:
Yes

Alternate Id:

Required Date:
Available Date
:
04/14/2025 04:49:56 PM
Info Contact:
Single Point of Contact: Sydney Wollersheim, (971) 375-7760, sydney.wollersheim@dcbs.oregon.gov
Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Open Market
Pre Bid Conference:
There is no pre-bid conference for this solicitation.
Bulletin Desc:
Department of Consumer and Business Services, Division of Financial Regulation, Agency, is issuing this RFP for financial examination and analysis Services. The resulting Price Agreements will provide for various exam, review and analysis services of insurance companies licensed in the State of Oregon. Agency anticipates the award of five Price Agreements from this RFP. See attached documents for more information.
Ship-to Address:
DCBS Stockroom for DFR
350 Winter St. NE Rm 2
Salem, OR 97301
US
Email: dcbs.stockroom@dcbs.oregon.gov
Phone: (503) 947-7954
Bill-to Address:
DCBS Division of Financial Regulation
PO Box 14480
Salem, OR 97309
US
Email: DFR.Procurement@dcbs.oregon.gov
Phone: (503) 428-4752
Print Format:

File Attachments:
RFP_S-44000-00013584_Financial Exam and Analysis Services.pdf
S-44000-00013584_Att A_Sample Price Agreement.pdf
S-44000-00013584_Att B_Disclosure Affidavit.docx
S-44000-00013584_Att C_Proposer Information.docx
S-44000-00013584_Att D_References.docx
S-44000-00013584_Att E_Price Proposal Form.docx
S-44000-00013584_Att F_COBID Outreach Plan.docx
S-44000-00013584_Att G_Responsibility Inquiry.docx

Form Attachments:
Required Quote Attachments

Discipline Type:

Personal Services

Procurement Method:

Competitive Sealed Proposal
Item Information

Item # 1:

(

953

-
52

)



Financial Exam and Analysis Services. See attached RFP documents for specifications.

NIGP Code:
953-52
Insurance and Insurance Services (Not Otherwise Classified)

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:



Item # 2:


Agency is electing not to have Price Proposals 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.
Qty Unit Cost UOM Total Discount Amt. Total Cost

This item is narrative




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