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OR | Oregon | OAR 101-001-0005 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-001-0005 | Uniform and Model Rules of Procedure | Uniform and Model Rules of Procedure | 101-001-0005 Uniform and Model Rules of Procedure The Attorney General’s Uniform and Model Rules of Procedure under the Administrative Procedure Act, dated 2024, are adopted as rules of procedure of the Public Employees’ Benefit Board and are made a part of OAR chapter 101. [ED. NOTE: The full text of the Attorney General’s Model Rules of Procedures is available from the office of the Attorney General or the Oregon Health Authority, Public Employees’ Benefit Board.] Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 183.310 - 183.750 History: PEBB 1-2025, amend filed 10/06/2025, effective 10/06/2025 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-1999, f. 12-8-99, cert. ef. 1-1-00 | 101-001-0005 Uniform and Model Rules of Procedure The Attorney General's Uniform and Model Rules of Procedure under the Administrative Procedure Act, dated 2024, are adopted as rules of procedure of the Public Employees' Benefit Board and are made a part of OAR chapter 101. | administrative | [] | [
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OR | Oregon | OAR 101-001-0015 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-001-0015 | Disbursement of PEBB Fund Monies | Disbursement of PEBB Fund Monies | 101-001-0015 Disbursement of PEBB Fund Monies The Public Employees’ Benefit Board Fund was created for the purpose of maintaining insurance program stabilization reserves. PEBB may disburse any or all monies in the fund for any of the following purposes: (1) To reimburse insurers for monies due under the applicable contract (For example, when benefit plan expenses exceed premium revenues); (2) To minimize premium increases resulting from random experience flux, inflationary variations or any other cause; (3) To minimize impact on contributions to premiums due to benefit plan design changes; (4) To pay for expenses critical to administration of PEBB programs (For example, data processing, benefit plan communications, etc.); and (5) To pay for services, programs, or studies that will reduce benefit plan costs. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 History: PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-1999, f. 12-8-99, cert. ef. 1-1-00 | 101-001-0015 Disbursement of PEBB Fund Monies The Public Employees' Benefit Board Fund was created for the purpose of maintaining insurance program stabilization reserves. PEBB may disburse any or all monies in the fund for any of the following purposes: | administrative | [] | [
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OR | Oregon | OAR 101-002-0005 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-002-0005 | Powers and Duties of the Board | Powers and Duties of the Board | 101-002-0005 Powers and Duties of the Board (1) Pursuant to ORS 243.125, it will be within the powers and duties of the Board to study all matters connected with providing adequate benefit plan coverage for Eligible Employees on the best basis possible with relation both to the welfare of the employees and to the state. (2) The Board will design benefit plans, devise specifications, invite proposals, analyze responses to requests for proposals, decide on the award of contracts for benefit plan coverage of Eligible Employees. (3) The Board seeks optimal health for PEBB’s members through a system of care that is patient-centered, focused on wellness, coordinated, efficient, effective, accessible, and affordable. The Board will place emphasis on: (a) Employee choice among high quality benefit plans; (b) A competitive marketplace; (c) Benefit plan performance and information; (d) Employer flexibility in benefit plan design and contracting; (e) Quality customer services; (f) Creativity and innovation; (g) Benefit plans as part of total employee compensation; (h) The improvement of employee health; (i) An innovative delivery system; (j) A focus on improving quality and outcomes; (k) Promotion of health and wellness; (l) Appropriate provider, health plan, and consumer incentives; (m) Accessible and understandable information about costs, outcomes, and other health data, and; (n) Benefits that are affordable to the state and employees. (4) The Board may retain consultants, brokers, or other advisory personnel as it determines necessary; and subject to the State Personnel Relations Law, will employ such personnel as are required to perform the functions of the Board. (5) The Board may delegate authority to the Administrator and Staff to complete duties described in (2)–(4) above. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 183.310 - 550, 192.660, 243.061 - 302 & 292.051 History: PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-1999, f. 12-8-99, cert. ef. 1-1-00 | 101-002-0005 Powers and Duties of the Board | administrative | [] | [
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"text": "Except as provided in OAR 101-005-0040 through 101-005-0140, the Board adopts the DOJ model public contract rules in OAR 137, division 46 (General Provisions Related to Public Contracting) and division 47 (Public Procurements for Goods or Services), effective January 1, 2010, as the contracting rules that shall apply to its procurements for Benefit Plan contracts.",
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"text": "The Board adopts the DOJ model public contract rules in OAR 137, division 46 (General Provisions Related to Public Contracting) and division 47 (Public Procurements for Goods or Services), effective January 1, 2010, as the contracting rules that shall apply to its procurements for Vendor and consultant contracts within the Board's contracting authority. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.125 History: PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03",
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OR | Oregon | OAR 101-005-0020 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0020 | Policy | Policy | 101-005-0020 Policy The policy of the Board is to select Contractors in an expeditious and efficient a manner that is consistent with the goal of delivering high quality Benefits and other services at a cost that is affordable to both the employees and the state, consistent with the requirements of ORS 242.135 and OAR 101-002-0005. The Board may enter into more than one contract for each type of Benefit Plan or other service sought. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.125 & 243.135(2) History: PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0020 Policy The policy of the Board is to select Contractors in an expeditious and efficient a manner that is consistent with the goal of delivering high quality Benefits and other services at a cost that is affordable to both the employees and the state, consistent with the requirements of ORS 242.135 and OAR 101-002-0005. | administrative | [] | [
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OR | Oregon | OAR 101-005-0030 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0030 | Definitions | Definitions | 101-005-0030 Definitions For the purposes of OARs 101-005-0010 through 101-005-0140 the following terms have the meanings indicated below. (1) "Benefit Plan" includes, but is not limited to: (a) Contracts for insurance or other benefit based on life; supplemental medical, supplemental dental, optical, accidental death or disability insurance; group medical, surgical, hospital, flexible spending account, or any other remedial care recognized by state law; and related services and supplies. (b) Comparable benefits for employees who rely on spiritual means of healing; (c) Self insurance programs managed by the Board, and; (d) Employee assistance programs. (2) "Benefits" means those goods and services provided under Benefit Plans. (3) "Board" means the ten-member Public Employees' Benefit Board. created by ORS 243.061. (4) "Consultant" means consultants, brokers or other advisory personnel hired by the Board pursuant to ORS 243.125(5) to assist in acquiring adequate Benefit Plan coverage for eligible state employees; assist in the study of all matters connected with the provision of adequate Benefit Plan coverage for eligible state employees; assist in the development and implementation of decision-making processes; design and implement additional programs to review, monitor and assist in the improvement of Eligible Employees and their dependents' health; and provide other services as required by the Board. (5) "Contractor" means an individual or firm selected to provide Benefits Plan services and other services with whom the Board contracts; (6) "Eligible Employee" shall have the same definition as is described in ORS 243.105(4). (7) "Emergency" means circumstances that: (a) Could not have been reasonably foreseen; (b) Create a substantial risk of loss, damage or interruption of Benefits or other services or a substantial threat to property, public health, welfare or safety; and (c) Require prompt execution of a contract to remedy the condition. (8) “PEBB” means the agency, overseen by the Board, that is within the Department of Administrative Services until the operational transfer to the Oregon Health Authority described in OAR 943-001-0015(2). (9) “Person” means a natural person capable of being legally bound, a sole proprietorship, a corporation, a partnership, a limited liability company or partnership, a limited partnership, a for-profit or nonprofit unincorporated association, a business trust, two or more persons having a joint or common economic interest, any other person with legal capacity to contract or a public body. (10) "Proposal" means a competitive Proposal, binding on the Proposer and submitted in response to a Request for Proposals. (11) "Proposer" means a Person who submits a Proposal in response to a Request for Proposals. (12) "Renewal Contractors" means those Contractors who provided the same or similar employee Benefit Plan or other services under a contract with the Board in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonably related to the scope of work described in the procurement under which such a contract was awarded. (13) "Request for Proposals" or "RFP" means all documents, whether attached or incorporated by reference, used for soliciting Proposals. (14) "Responsible Proposer" means a person who meets the standards of responsibility described in OAR 101-005-0130. (15) "Responsive Proposal" means a Proposal that substantially complies with the request for proposals and all prescribed procurement procedures and requirements. (16) "Single Source" means the only vendor of a particular product or service reasonably available. If the Board chooses to procure a particular Benefit or service that is only available from one vendor, documentation must be maintained to support the determination that the product or service is available only from that one seller. (17) "Formal Selection Procedure” means the process described in OAR 101-005-0040(1). (18) "Informal Selection Procedure” means the process described in OAR 101-005-0040(2). (19) "ORPIN" means the Oregon Procurement Information Network, an online service operated by the Department of Administrative Services that displays procurements and contracts issued by the State of Oregon's agencies. (20) "Selection Committee" means the group of individuals comprised of PEBB staff, Board members, constituents, or consultants associated with PEBB who review, score, and recommend an Apparent Successful Proposer (ASP selected as a result of a RFP issued by PEBB) to the Board for approval. (21) "Small Procurement" means the process described in OAR 101-005-0040(4). (22) "Vendor" means the contractors from which PEBB will secure services other than Benefits. 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"preamble": "101-005-0030 Definitions For the purposes of OARs 101-005-0010 through 101-005-0140 the following terms have the meanings indicated below.",
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"label": "(1)",
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"text": "Contracts for insurance or other benefit based on life; supplemental medical, supplemental dental, optical, accidental death or disability insurance; group medical, surgical, hospital, flexible spending account, or any other remedial care recognized by state law; and related services and supplies.",
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"text": "Comparable benefits for employees who rely on spiritual means of healing;",
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"text": "Self insurance programs managed by the Board, and;",
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"text": "Employee assistance programs.",
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],
"text": "\"Benefit Plan\" includes, but is not limited to:",
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},
{
"kind": "numeric",
"label": "(2)",
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"text": "\"Benefits\" means those goods and services provided under Benefit Plans.",
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{
"kind": "numeric",
"label": "(3)",
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"text": "\"Board\" means the ten-member Public Employees' Benefit Board. created by ORS 243.061.",
"token": "3"
},
{
"kind": "numeric",
"label": "(4)",
"subsections": [],
"text": "\"Consultant\" means consultants, brokers or other advisory personnel hired by the Board pursuant to ORS 243.125(5) to assist in acquiring adequate Benefit Plan coverage for eligible state employees; assist in the study of all matters connected with the provision of adequate Benefit Plan coverage for eligible state employees; assist in the development and implementation of decision-making processes; design and implement additional programs to review, monitor and assist in the improvement of Eligible Employees and their dependents' health; and provide other services as required by the Board.",
"token": "4"
},
{
"kind": "numeric",
"label": "(5)",
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"text": "\"Contractor\" means an individual or firm selected to provide Benefits Plan services and other services with whom the Board contracts;",
"token": "5"
},
{
"kind": "numeric",
"label": "(6)",
"subsections": [],
"text": "\"Eligible Employee\" shall have the same definition as is described in ORS 243.105(4).",
"token": "6"
},
{
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"label": "(7)",
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"text": "Could not have been reasonably foreseen;",
"token": "a"
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{
"kind": "alpha_lower",
"label": "(b)",
"subsections": [],
"text": "Create a substantial risk of loss, damage or interruption of Benefits or other services or a substantial threat to property, public health, welfare or safety; and",
"token": "b"
},
{
"kind": "alpha_lower",
"label": "(c)",
"subsections": [],
"text": "Require prompt execution of a contract to remedy the condition.",
"token": "c"
}
],
"text": "\"Emergency\" means circumstances that:",
"token": "7"
},
{
"kind": "numeric",
"label": "(8)",
"subsections": [],
"text": "\"PEBB\" means the agency, overseen by the Board, that is within the Department of Administrative Services until the operational transfer to the Oregon Health Authority described in OAR 943-001-0015(2).",
"token": "8"
},
{
"kind": "numeric",
"label": "(9)",
"subsections": [],
"text": "\"Person\" means a natural person capable of being legally bound, a sole proprietorship, a corporation, a partnership, a limited liability company or partnership, a limited partnership, a for-profit or nonprofit unincorporated association, a business trust, two or more persons having a joint or common economic interest, any other person with legal capacity to contract or a public body.",
"token": "9"
},
{
"kind": "numeric",
"label": "(10)",
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"text": "\"Proposal\" means a competitive Proposal, binding on the Proposer and submitted in response to a Request for Proposals.",
"token": "10"
},
{
"kind": "numeric",
"label": "(11)",
"subsections": [],
"text": "\"Proposer\" means a Person who submits a Proposal in response to a Request for Proposals.",
"token": "11"
},
{
"kind": "numeric",
"label": "(12)",
"subsections": [],
"text": "\"Renewal Contractors\" means those Contractors who provided the same or similar employee Benefit Plan or other services under a contract with the Board in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonably related to the scope of work described in the procurement under which such a contract was awarded.",
"token": "12"
},
{
"kind": "numeric",
"label": "(13)",
"subsections": [],
"text": "\"Request for Proposals\" or \"RFP\" means all documents, whether attached or incorporated by reference, used for soliciting Proposals.",
"token": "13"
},
{
"kind": "numeric",
"label": "(14)",
"subsections": [],
"text": "\"Responsible Proposer\" means a person who meets the standards of responsibility described in OAR 101-005-0130.",
"token": "14"
},
{
"kind": "numeric",
"label": "(15)",
"subsections": [],
"text": "\"Responsive Proposal\" means a Proposal that substantially complies with the request for proposals and all prescribed procurement procedures and requirements.",
"token": "15"
},
{
"kind": "numeric",
"label": "(16)",
"subsections": [],
"text": "\"Single Source\" means the only vendor of a particular product or service reasonably available. If the Board chooses to procure a particular Benefit or service that is only available from one vendor, documentation must be maintained to support the determination that the product or service is available only from that one seller.",
"token": "16"
},
{
"kind": "numeric",
"label": "(17)",
"subsections": [],
"text": "\"Formal Selection Procedure\" means the process described in OAR 101-005-0040(1).",
"token": "17"
},
{
"kind": "numeric",
"label": "(18)",
"subsections": [],
"text": "\"Informal Selection Procedure\" means the process described in OAR 101-005-0040(2).",
"token": "18"
},
{
"kind": "numeric",
"label": "(19)",
"subsections": [],
"text": "\"ORPIN\" means the Oregon Procurement Information Network, an online service operated by the Department of Administrative Services that displays procurements and contracts issued by the State of Oregon's agencies.",
"token": "19"
},
{
"kind": "numeric",
"label": "(20)",
"subsections": [],
"text": "\"Selection Committee\" means the group of individuals comprised of PEBB staff, Board members, constituents, or consultants associated with PEBB who review, score, and recommend an Apparent Successful Proposer (ASP selected as a result of a RFP issued by PEBB) to the Board for approval.",
"token": "20"
},
{
"kind": "numeric",
"label": "(21)",
"subsections": [],
"text": "\"Small Procurement\" means the process described in OAR 101-005-0040(4).",
"token": "21"
},
{
"kind": "numeric",
"label": "(22)",
"subsections": [],
"text": "\"Vendor\" means the contractors from which PEBB will secure services other than Benefits. Statutory/Other Authority: ORS 243.125 Statutes/Other Implemented: ORS 243.125(1) History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03",
"token": "22"
}
]
} | 2026-03-02T23:16:50.994486 | 1.0 |
OR | Oregon | OAR 101-005-0040 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0040 | Procurement and Renewal Processes | Procurement and Renewal Processes | 101-005-0040 Procurement and Renewal Processes (1) Formal Selection Procedure: This procedure will be used for the procurement of Benefits Exceptions to this procedure are specified in sections (2), (3), (4) and (5). (a) Announcement: The Board will give notice of intent to contract for Benefits via the Oregon Procurement Information Network (ORPIN). The notice shall include a description of the Benefits or services sought the scope of the services required, and a description of special requirements, if any. The notice will invite qualified prospective contractors to apply. The notice will specify when and where the application may be obtained, to whom it must be returned, and the closing date. (b) Proposal: The Proposal from the prospective contractors will consist of a statement that describes the prospective contractor's credentials, performance data and other information sufficient to establish contractor's qualifications for providing the Benefits or services sought, as well as any other information requested in the announcement. (c) Evaluation: The Board or its designees will evaluate the qualifications of all applicants and select prospective contractors as set forth in OAR 101-005-0110. (d) Award of Contracts: The Board will make final selections based on the criteria included in OAR 101-002-005(3) in addition to criteria included in the Request for Proposal (RFP). (2)(a) Informal Selection Procedure: This procedure may be used at the Board's discretion, when the informal selection procedure will not interfere with competition among prospective contractors, reduce the quality of services, is an amount less than $150,000 in contract costs, or will not increase costs. The Board will contact a minimum of three prospective contractors known to the Board to be qualified to propose the sought-after services. The selection will be made by the Board based upon the factors described in paragraph (1) (d) of this rule. If three quotes are not received, the Board will make a written record of its efforts to obtain quotes. (b) When informal selection procedure has been used, the cumulative amendment(s) to the contract shall not increase the total contract cost to sum that is greater than twenty-five percent (25%) of the original contract cost. (3)(a) Sole Source Procedure: PEBB may award a contract for Benefits without competition when the Administrator of PEBB determines in writing that the services are available from only one source, or the contractor is defined as a Qualified Rehabilitation Facility as defined in Oregon’s public contracting code. (b) The determination of a sole source must be based on written findings that may include: (A) That the efficient utilization of existing services requires the acquisition of compatible services; (B) That the services required for the exchange of software or data with other public or private agencies are available from only one source; (C) That the services are for use in a pilot or an experimental project, or; (D) Other findings that support the conclusion that the goods or services are available from only one source. (c) To the extent reasonably practical, PEBB shall negotiate with the sole source to obtain contract terms advantageous to PEBB. (4) Small Procurement Procedure: PEBB may procure Contractor services in an amount less than $10,000 in any manner it deems practical, including by direct selection, negotiation and award. (a) Award of Contracts. PEBB will base selections on evaluation criteria which may include, but is not limited to, contractor availability; capability; experience; approach; compensation requirements; previous litigation and remedy applied; customer service history with PEBB, members and clients; debarment status; and references. Emphasis will be placed on quality customer service, creativity, affordability, and innovation and the improvement of employee health. (b) Contract. The selected Contractor must promptly execute the Contract. PEBB will execute the Contract only after obtaining all applicable required documents and approvals. (c) An amendement for additional services shall not increase the total contract cost to a sum that is greater than twenty-five percent of the original contract cost. (5) Renewal Procedure: If the Board does not issue an RFP or Single Source procurements to solicit formal proposals from qualified potential Contractors or Vendors, the Board may directly negotiate and enter into renewal contracts each plan year with Renewal Contractors to provide Benefits and other services without following the procedures set forth in sections (1) and (2) above. The Board may renew contracts with Renewal Contractors for as many years as the Board determines is in the best interest of the state and employees. The Board may invite renewal Proposals from those Contractors or Vendors who provided the same or similar employee Benefit Plan or other services in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonable related to the scope of work described in the procurement under which such a contract was awarded. The Board will negotiate with Renewal Contractors and enter into contracts with them after giving full consideration to the factors listed in paragraph (1)(d) or to such of those factors as the Board determines shall be evaluated for the renewal. (6) Emergency Appointment Procedure: The Board may select a Benefit Plan or other service Contractor without following any of the above procedures when Emergency conditions require. In such instance, the recommended appointment and a written description of the conditions requiring the use of this appointment procedure shall be submitted to the Board. The Board will determine if an Emergency exists, declare the Emergency and negotiate a contract with the Contractor after giving full consideration to the factors listed in paragraph (1)(d). Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0040 Procurement and Renewal Processes | administrative | [] | [
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"text": "of this rule. If three quotes are not received, the Board will make a written record of its efforts to obtain quotes.",
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"text": "Formal Selection Procedure: This procedure will be used for the procurement of Benefits Exceptions to this procedure are specified in sections and (d) or to such of those factors as the Board determines shall be evaluated for the renewal. (d). Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03",
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"text": ", (a) Informal Selection Procedure: This procedure may be used at the Board's discretion, when the informal selection procedure will not interfere with competition among prospective contractors, reduce the quality of services, is an amount less than $150,000 in contract costs, or will not increase costs. The Board will contact a minimum of three prospective contractors known to the Board to be qualified to propose the sought-after services. The selection will be made by the Board based upon the factors described in paragraph above. The Board may renew contracts with Renewal Contractors for as many years as the Board determines is in the best interest of the state and employees. The Board may invite renewal Proposals from those Contractors or Vendors who provided the same or similar employee Benefit Plan or other services in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonable related to the scope of work described in the procurement under which such a contract was awarded. The Board will negotiate with Renewal Contractors and enter into contracts with them after giving full consideration to the factors listed in paragraph",
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"text": ", (a) Sole Source Procedure: PEBB may award a contract for Benefits without competition when the Administrator of PEBB determines in writing that the services are available from only one source, or the contractor is defined as a Qualified Rehabilitation Facility as defined in Oregon's public contracting code.",
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"text": "Award of Contracts. PEBB will base selections on evaluation criteria which may include, but is not limited to, contractor availability; capability; experience; approach; compensation requirements; previous litigation and remedy applied; customer service history with PEBB, members and clients; debarment status; and references. Emphasis will be placed on quality customer service, creativity, affordability, and innovation and the improvement of employee health.",
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"text": "An amendement for additional services shall not increase the total contract cost to a sum that is greater than twenty-five percent of the original contract cost.",
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"text": "and Small Procurement Procedure: PEBB may procure Contractor services in an amount less than $10,000 in any manner it deems practical, including by direct selection, negotiation and award.",
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"text": "Announcement: The Board will give notice of intent to contract for Benefits via the Oregon Procurement Information Network (ORPIN). The notice shall include a description of the Benefits or services sought the scope of the services required, and a description of special requirements, if any. The notice will invite qualified prospective contractors to apply. The notice will specify when and where the application may be obtained, to whom it must be returned, and the closing date.",
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"text": "Proposal: The Proposal from the prospective contractors will consist of a statement that describes the prospective contractor's credentials, performance data and other information sufficient to establish contractor's qualifications for providing the Benefits or services sought, as well as any other information requested in the announcement.",
"token": "b"
},
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"text": "Award of Contracts: The Board will make final selections based on the criteria included in OAR 101-002-005(3) in addition to criteria included in the Request for Proposal (RFP).",
"token": "d"
}
],
"text": ". Renewal Procedure: If the Board does not issue an RFP or Single Source procurements to solicit formal proposals from qualified potential Contractors or Vendors, the Board may directly negotiate and enter into renewal contracts each plan year with Renewal Contractors to provide Benefits and other services without following the procedures set forth in sections",
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"text": "Emergency Appointment Procedure: The Board may select a Benefit Plan or other service Contractor without following any of the above procedures when Emergency conditions require. In such instance, the recommended appointment and a written description of the conditions requiring the use of this appointment procedure shall be submitted to the Board. The Board will determine if an Emergency exists, declare the Emergency and negotiate a contract with the Contractor after giving full consideration to the factors listed in paragraph",
"token": "6"
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"text": "101-005-0040 Procurement and Renewal Processes (1) Formal Selection Procedure: This procedure will be used for the procurement of Benefits Exceptions to this procedure are specified in sections (2), (3), (4) and (5). (a) Announcement: The Board will give notice of intent to contract for Benefits via the Oregon Procurement Information Network (ORPIN). The notice shall include a description of the Benefits or services sought the scope of the services required, and a description of special requirements, if any. The notice will invite qualified prospective contractors to apply. The notice will specify when and where the application may be obtained, to whom it must be returned, and the closing date. (b) Proposal: The Proposal from the prospective contractors will consist of a statement that describes the prospective contractor's credentials, performance data and other information sufficient to establish contractor's qualifications for providing the Benefits or services sought, as well as any other information requested in the announcement. (c) Evaluation: The Board or its designees will evaluate the qualifications of all applicants and select prospective contractors as set forth in OAR 101-005-0110. (d) Award of Contracts: The Board will make final selections based on the criteria included in OAR 101-002-005(3) in addition to criteria included in the Request for Proposal (RFP). (2)(a) Informal Selection Procedure: This procedure may be used at the Board's discretion, when the informal selection procedure will not interfere with competition among prospective contractors, reduce the quality of services, is an amount less than $150,000 in contract costs, or will not increase costs. The Board will contact a minimum of three prospective contractors known to the Board to be qualified to propose the sought-after services. The selection will be made by the Board based upon the factors described in paragraph (1) (d) of this rule. If three quotes are not received, the Board will make a written record of its efforts to obtain quotes. (b) When informal selection procedure has been used, the cumulative amendment(s) to the contract shall not increase the total contract cost to sum that is greater than twenty-five percent (25%) of the original contract cost. (3)(a) Sole Source Procedure: PEBB may award a contract for Benefits without competition when the Administrator of PEBB determines in writing that the services are available from only one source, or the contractor is defined as a Qualified Rehabilitation Facility as defined in Oregon’s public contracting code. (b) The determination of a sole source must be based on written findings that may include: (A) That the efficient utilization of existing services requires the acquisition of compatible services; (B) That the services required for the exchange of software or data with other public or private agencies are available from only one source; (C) That the services are for use in a pilot or an experimental project, or; (D) Other findings that support the conclusion that the goods or services are available from only one source. (c) To the extent reasonably practical, PEBB shall negotiate with the sole source to obtain contract terms advantageous to PEBB. (4) Small Procurement Procedure: PEBB may procure Contractor services in an amount less than $10,000 in any manner it deems practical, including by direct selection, negotiation and award. (a) Award of Contracts. PEBB will base selections on evaluation criteria which may include, but is not limited to, contractor availability; capability; experience; approach; compensation requirements; previous litigation and remedy applied; customer service history with PEBB, members and clients; debarment status; and references. Emphasis will be placed on quality customer service, creativity, affordability, and innovation and the improvement of employee health. (b) Contract. The selected Contractor must promptly execute the Contract. PEBB will execute the Contract only after obtaining all applicable required documents and approvals. (c) An amendement for additional services shall not increase the total contract cost to a sum that is greater than twenty-five percent of the original contract cost. (5) Renewal Procedure: If the Board does not issue an RFP or Single Source procurements to solicit formal proposals from qualified potential Contractors or Vendors, the Board may directly negotiate and enter into renewal contracts each plan year with Renewal Contractors to provide Benefits and other services without following the procedures set forth in sections (1) and (2) above. The Board may renew contracts with Renewal Contractors for as many years as the Board determines is in the best interest of the state and employees. The Board may invite renewal Proposals from those Contractors or Vendors who provided the same or similar employee Benefit Plan or other services in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonable related to the scope of work described in the procurement under which such a contract was awarded. The Board will negotiate with Renewal Contractors and enter into contracts with them after giving full consideration to the factors listed in paragraph (1)(d) or to such of those factors as the Board determines shall be evaluated for the renewal. (6) Emergency Appointment Procedure: The Board may select a Benefit Plan or other service Contractor without following any of the above procedures when Emergency conditions require. In such instance, the recommended appointment and a written description of the conditions requiring the use of this appointment procedure shall be submitted to the Board. The Board will determine if an Emergency exists, declare the Emergency and negotiate a contract with the Contractor after giving full consideration to the factors listed in paragraph (1)(d). Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03",
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"text": "Formal Selection Procedure: This procedure will be used for the procurement of Benefits Exceptions to this procedure are specified in sections and (d) or to such of those factors as the Board determines shall be evaluated for the renewal. (d). Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03",
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"text": ", (a) Informal Selection Procedure: This procedure may be used at the Board's discretion, when the informal selection procedure will not interfere with competition among prospective contractors, reduce the quality of services, is an amount less than $150,000 in contract costs, or will not increase costs. The Board will contact a minimum of three prospective contractors known to the Board to be qualified to propose the sought-after services. The selection will be made by the Board based upon the factors described in paragraph above. The Board may renew contracts with Renewal Contractors for as many years as the Board determines is in the best interest of the state and employees. The Board may invite renewal Proposals from those Contractors or Vendors who provided the same or similar employee Benefit Plan or other services in the year immediately prior. An employee Benefit Plan or other services contract is similar if it is reasonable related to the scope of work described in the procurement under which such a contract was awarded. The Board will negotiate with Renewal Contractors and enter into contracts with them after giving full consideration to the factors listed in paragraph",
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"text": ", (a) Sole Source Procedure: PEBB may award a contract for Benefits without competition when the Administrator of PEBB determines in writing that the services are available from only one source, or the contractor is defined as a Qualified Rehabilitation Facility as defined in Oregon's public contracting code.",
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"text": "Contract. The selected Contractor must promptly execute the Contract. PEBB will execute the Contract only after obtaining all applicable required documents and approvals.",
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"text": "Announcement: The Board will give notice of intent to contract for Benefits via the Oregon Procurement Information Network (ORPIN). The notice shall include a description of the Benefits or services sought the scope of the services required, and a description of special requirements, if any. The notice will invite qualified prospective contractors to apply. The notice will specify when and where the application may be obtained, to whom it must be returned, and the closing date.",
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"text": "Proposal: The Proposal from the prospective contractors will consist of a statement that describes the prospective contractor's credentials, performance data and other information sufficient to establish contractor's qualifications for providing the Benefits or services sought, as well as any other information requested in the announcement.",
"token": "b"
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"text": "Award of Contracts: The Board will make final selections based on the criteria included in OAR 101-002-005(3) in addition to criteria included in the Request for Proposal (RFP).",
"token": "d"
}
],
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"token": "6"
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]
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OR | Oregon | OAR 101-005-0050 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0050 | Mistakes | Mistakes | 101-005-0050 Mistakes (1) Treatment of Mistakes. If the Board discovers certain mistakes in a Proposal before award of the Contract, and the mistakes are not identified as those qualifying as non-responsive to the specifications of the procurement, the Board may take the following action unless otherwise allowed under the procurement: (a) The Board may waive a minor formaility, or permit a Proposer to correct a minor informality. A minor informality is a matter of form(s) rather than substance that is evident on the face of the Proposal, or an insignificant mistake that can be waived or corrected without prejudice to other Proposers. Mistakes including, but not limited to, signatures not affixed to the proposal document, proposals sent to the incorrect address, insufficient number of proposals submitted, incorrect format, etc., will not be considered minor. (b) The Board may correct a clerical error if the intended Proposal and the error are evident on the face of the Proposal, or other documents submitted with the Proposal, and the Proposer confirms the Board's correction in writing. A clerical error is a Proposer's error in transcribing its Proposal. (2) Rejection for Mistakes. Unless otherwise allowed under the procurement, the Board may reject any Proposal in which a mistake is evident on the face of the Proposal and the intended correct Proposal is not evident or cannot be substantiated from documents accompanying the Proposal; i.e., documents submitted with the Proposal. In order to insure integrity of the competitive procurement process and to assure fair treatment of Proposers, mistakes discovered that are contrary to the specifications of the procurement will be carefully reviewed and will be determined, under the sole authority of the Board, to be waived or not be waived. (3) If the Board discovers mistakes in the proposal after award, and the mistakes are not considered minor, the Board reserves the right to determine if the award will be revoked and then will re-evaluate proposals deemed to be in second, third, fourth, etc., in the standings. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.125(1) History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0050 Mistakes | administrative | [] | [
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OR | Oregon | OAR 101-005-0070 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0070 | Contract Amendments | Contract Amendments | 101-005-0070 Contract Amendments PEBB may amend a contract without additional competition in any of the following circumstances: (1) The amendment is within the scope of the procurement as described in RFP, the sole source determination, or special procurement (the “Procurement Document”). An amendment is not within the scope of the procurement if the Agency determines that if it had described the changes to be made by the amendment in the Procurement Document, it would likely have increased competition or affected award of the contract. (2) These rules otherwise permit PEBB to award a contract without competition for the goods or services to be procured under the amendment. (3) The amendment is necessary to comply with a change in law that affects performance of the contract. (4) The amendment results from renegotiation of the terms and conditions, including the contract price, of a contract and the amendment is advantageous to PEBB, subject to all of the following conditions: (a) The Services to be provided under the amended contract are the same as the Services to be provided under the unamended contract. (b) PEBB determines that, with all things considered, the amended contract is at least as favorable to PEBB as the unamended contract. (c) The amended contract does not have a total term greater than allowed in the Procurement Document after combining the initial and extended terms. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 & 243.125 History: PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0070 Contract Amendments PEBB may amend a contract without additional competition in any of the following circumstances: | administrative | [] | [
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OR | Oregon | OAR 101-005-0080 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0080 | RFP Protest; Request for Change; Request for Clarification | RFP Protest; Request for Change; Request for Clarification | 101-005-0080 RFP Protest; Request for Change; Request for Clarification (1) Protest. (a) Unless otherwise specified in the procurement, a Proposer must deliver a written protest to the Board not less than 10 (ten) calendar days prior to closing; (b) Content of Protest. A Proposer's written protest shall include: (A) A detailed statement of the legal and factual grounds for the protest; (B) A description of the resulting prejudice to the Proposer; and (C) A statement of the desired changes to the RFP. (2) Request for Change. (a) Unless otherwise specified in the procurement, a Proposer may request in writing a change to the Contract terms and conditions. If the RFP allows for a Proposer to make a request for changes, and unless otherwise specified in the RFP, a Proposer must deliver the written request for change to the Board not less than 10 (ten) calendar days prior to closing; (b) A Proposer's written request for change shall include a statement of the requested changes to the Contract terms and conditions, including specifications together with the reason for the requested change. (3) Board Response. The Board shall not consider a Proposer's request for change or protest after the deadline established for submitting such request or protest. The Board shall provide notice to the applicable entity if it entirely rejects a protest. If the Board agrees with the entity's request or protest, in whole or in part, the Board shall either issue an addendum reflecting its determination under OAR 137-047-0430 or cancel the solicitation under 137-047-0660. (4) Extension of Closing. If the Board receives a written request for change or protest from a Proposer in accordance with this rule, the Board may extend closing if the Board determines an extension is necessary to consider the request or protest and to issue an addendum, if any, to the RFP. (5) Clarification. Unless otherwise specified in the procurement, and prior to the deadline for submitting a written request for change or protest, a Proposer may request that the Board clarify any provision of the RFP. The Board's clarification to a Proposer, whether orally or in writing, does not change the RFP and is not binding on the Board unless the Board amends the RFP by addendum. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 & 243.125 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 PEBB 2-2009, f. 7-29-09, cert. ef. 8-1-09 PEBB 1-2009(Temp), f. & cert. ef. 2-24-09 thru 8-22-09 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0080 RFP Protest; Request for Change; Request for Clarification | administrative | [] | [
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OR | Oregon | OAR 101-005-0090 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0090 | Addenda to an RFP | Addenda to an RFP | 101-005-0090 Addenda to an RFP (1) Issuance; Receipt. The Board may change an RFP only by written addenda. (2) Notice and Distribution. The RFP shall specify how the Board will provide notice of addenda and how the Board will make the addenda available. (3) Timelines; Extensions. The Board shall issue addenda within a reasonable time to allow prospective Proposers to consider the addenda in preparing their Proposals. The Board may extend the Closing if the Board determines prospective Proposers need additional time to review and respond to addenda. Unless otherwise specified in the procurement, and except to the extent required by public interest, the Board shall not issue addenda less than 72 hours before the closing unless an addendum also extends the Closing. (4) Request for Change or Protest. Unless a different deadline is set forth in an addendum, a Proposer may submit a written request for change or protest to the addendum by the close of the Board's next business day after issuance of the addendum. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.135 & 243.125 History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0090 Addenda to an RFP | administrative | [] | [
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OR | Oregon | OAR 101-005-0100 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0100 | Extension of Time for Acceptance of Proposal | Extension of Time for Acceptance of Proposal | 101-005-0100 Extension of Time for Acceptance of Proposal The Board may request, orally or in writing that Proposers extend, in writing, the time during which the Board may consider their Proposal. If a Proposer agrees to such extension, the Proposal shall continue as irrevocable, valid and binding on the Proposer for the agreed-upon extension period. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS.243.125(1) History: PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 PEBB 1-2004, f. & cert. ef. 7-2-04 PEBB 1-2003, f. & cert. ef. 12-4-03 | 101-005-0100 Extension of Time for Acceptance of Proposal The Board may request, orally or in writing that Proposers extend, in writing, the time during which the Board may consider their Proposal. | administrative | [] | [
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OR | Oregon | OAR 101-005-0105 | Oregon Administrative Rules | 101 | Oregon Secretary of State | 101 | Oregon Secretary of State | 101-005-0105 | Submission of Proposals; Format; Timing | Submission of Proposals; Format; Timing | 101-005-0105 Submission of Proposals; Format; Timing (1) All Proposals submitted as a result of a Formal Solicitation, Informal Solicitation, or Single Source Solicitation shall comply with the procurement's specifications. If portions of the Proposal to any solicitation are deemed unacceptable or non-responsive to the specifications of the solicitation, the Proposal will be deemed non-responsive and will not be given further evaluation or consideration. If a Proposal to any solicitation is delivered late, it will be deemed non-responsive to the specification of the solicitation and will be returned to the Proposer unopened. (2) Submission of Proposals shall be in writing and shall be delivered in the written format, as required by the specifications of the solicitation. Proposals may be submitted entirely electronically in any reasonable format if required under the procurement. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.125(1) History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05 | 101-005-0105 Submission of Proposals; Format; Timing | administrative | [] | [
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"label": "(2)",
"subsections": [],
"text": "Submission of Proposals shall be in writing and shall be delivered in the written format, as required by the specifications of the solicitation. Proposals may be submitted entirely electronically in any reasonable format if required under the procurement. Statutory/Other Authority: ORS 243.061 - 243.302 Statutes/Other Implemented: ORS 243.125(1) History: PEBB 2-2019, amend filed 03/19/2019, effective 03/19/2019 PEBB 10-2018, temporary amend filed 09/11/2018, effective 09/11/2018 through 03/09/2019 Reverted to PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2013(Temp), f. & cert. ef. 10-2-13 thru 3-28-14 PEBB 3-2010, f. 9-23-10, cert. ef. 10-1-10 PEBB 2-2005, f. 7-26-05, cert. ef. 7-29-05",
"token": "2"
}
]
} | 2026-03-02T23:16:50.998885 | 1.0 |
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