RFP 170-4420-25 Compliance Management Solution

Location: Oregon
Posted: Apr 17, 2025
Due: Jun 6, 2025
Agency: State Government of Oregon
Type of Government: State & Local
Category:
  • 70 - General Purpose Information Technology Equipment (including software).
  • D - Automatic Data Processing and Telecommunication Services
Solicitation No: S-17000-00013630
Publication URL: To access bid details, please log in.

Bid Solicitation: S-17000-00013630
Responses Due in 49 Days, 19 Hours, 29 Minutes
Header Information
Bid Number:
S-17000-00013630
Description:
RFP 170-4420-25 Compliance Management Solution
Bid Opening Date:
06/06/2025 12:00:00 PM
Purchaser:
Josh Woodmansee
Organization:
Oregon State Treasury
Department:
143 - Investment - Compliance
Location:
143 - Investment - Compliance
Fiscal Year:
25
Allow Electronic Quote:
Yes

Alternate Id:

Required Date:
Available Date
:
04/17/2025 03:00:00 PM
Info Contact: Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Open Market
Pre Bid Conference:
None.
Bulletin Desc:
Treasury is asking qualified vendors to submit proposals for an established Compliance Management Software solution that manages, detects, prevents, reports and resolves relevant compliance issues, including: employee personal trading; employee insider trading; acceptance and tracking of employee and third party gifts and entertainment; employee outside business activities; and tracking, obtaining and housing periodic employee compliance certifications.
Ship-to Address:
N/A
16290 SW Upper Boones Ferry Road
Tigard, OR 97224
US
Email: Purchasing@ost.state.or.us
Phone: (503) 431-7900
Bill-to Address:
N/A
16290 SW Upper Boones Ferry Road
Tigard, OR 97224
US
Email: Purchasing@ost.state.or.us
Phone: (503) 431-7900
Print Format:

File Attachments:
RFP 170-4420-25 Compliance Management Solution
RFP 170-4420-25 Attachment A - Insurance Requirements
RFP 170-4420-25 Attachment B - Disclosure Exemptions
RFP 170-4420-25 Attachment C - Certification Sheet
RFP 170-4420-25 Attachment D - Reference Survey
RFP 170-4420-25 Attachment E - Price Proposal
RFP 170-4420-25 Attachment F - COBID
RFP 170-4420-25 Attachment G - Responsibility Form
RFP 170-4420-25 Attachment H - Checklist
RFP 170-4420-25 Attachment J - SOC2 Confirmation
RFP 170-4420-25 Attachment K - Cloud Computing Policy
RFP 170-4420-25 Exhibit 1 - Requirements Matrix

Form Attachments:
Required Quote Attachments

Discipline Type:

Personal Services

Procurement Method:

Competitive Sealed Proposal

Amendments:
Amendment # Amendment Date Amendment Note

1


04/17/2025 02:37:59 PM

Changed description field and added Exhibit 1 to attachments. Header 1. Description changed from "Compliance Management Solution" to "RFP 170-4420-25 Compliance Management Solution". Attachment File Changes: Header 1. File 'RFP 170-4420-25 Exhibit 1 - Requirements Matrix': File 'RFP 170-4420-25 Exhibit 1 - Requirements Matrix' added .
Item Information
1-5 of 6

1
2

Item # 1:

(

920

-
45

)



Compliance Management

NIGP Code:
920-45
Software Maintenance and Support Services

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:



Item # 2:

(

920

-
04

)



Compliance Management

NIGP Code:
920-04
Applications Software, Main Frame Server Systems

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:



Item # 3:

(

918

-
29

)



Compliance Management

NIGP Code:
918-29
Computer Software Consulting

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:



Item # 4:

(

208

-
11

)



Compliance Management

NIGP Code:
208-11
Application Software, (Not Otherwise Classified), Microcomputer

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:



Item # 5:

(

208

-
00

)



Compliance Management

NIGP Code:
208-00
COMPUTER SOFTWARE FOR MICROCOMPUTERS, SYSTEMS, INCLUDING CLOUD-BASED (PREPROGRAMMED)

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:


1-5 of 6

1
2


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