OAR 137-009-0155
Criteria for Selection of Contractor under OAR 137-009-0145, 137-009-0147, and 137-009-0150


(1)

If the Department decides to select a Contractor from a list of individuals or entities developed pursuant to OAR 137-009-0145 (Procedure to Develop Lists of Individuals or Entities under Master Agreements), or from among the proposers to a Solicitation under 137-009-0147 (Solicitation to Engage a Contractor to Provide Legal Services within a Designated Practice Area) or 137-009-0150 (Solicitation to Engage a Contractor to Provide Legal Services for a Specific Matter), the Department will use the evaluation process described in this section.

(2)

The Department will make its selection decision based on an evaluation of factors that the Department determines appropriate in any particular instance, which may include, without limitation:

(a)

The experience and level of expertise of Contractor and Contractor’s available personnel, as determined by the Department, in the Designated Practice Area and for the type of legal services the Department requires;

(b)

Whether the Contractor’s available personnel possess any required licenses or certifications required to perform the legal services for the specific matter, such as licenses to practice law in the appropriate jurisdiction, or licenses to appear in a certain forum;

(c)

The legal and business constraints or requirements, if any, imposed by particular characteristics of the matter for which the Department seeks legal services;

(d)

The extent and nature of any likely conflicts of interest that exist or could arise if Contractor provided legal services with respect to a particular matter;

(e)

The training, expertise, temperament, style and experience of the particular Contractor personnel available to perform work on the specific matter and the training, expertise, temperament, style and experience of the particular State of Oregon agency personnel that will be working on the matter with the Contractor’s personnel;

(f)

Recommendations of subject matter experts, such as client agency representatives with special knowledge or insights into necessary or desirable non-legal knowledge or background.

(g)

Lowest Overall Cost; or

(h)

Other factors the Department considers relevant to the selection of a Contractor to provide particular legal services.

(3)

In weighing the evaluation factors, no single factor shall be determinative, but Lowest Overall Cost always will be considered.

(4)

To reduce the Lowest Overall Cost to the state, the Department should select a Contractor from the list of firms established under OAR 137-009-0145 (Procedure to Develop Lists of Individuals or Entities under Master Agreements) when the work is within an individual’s or entity’s Designated Practice Area under a Master Agreement and the Department determines:

(a)

The administrative cost of selecting a Contractor under OAR 137-009-0150 (Solicitation to Engage a Contractor to Provide Legal Services for a Specific Matter) outweighs potential cost savings under that process;

(b)

The services are likely to be integrally related to other services provided by the Contractor under a Master Agreement, resulting in greater economy and efficiency; or

(c)

The Department’s need for services is of such urgency that selecting a Contractor under OAR 137-009-0147 (Solicitation to Engage a Contractor to Provide Legal Services within a Designated Practice Area) or 137-009-0150 (Solicitation to Engage a Contractor to Provide Legal Services for a Specific Matter) would result in unacceptable delay.

Source: Rule 137-009-0155 — Criteria for Selection of Contractor under OAR 137-009-0145, 137-009-0147, and 137-009-0150, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=137-009-0155.

Last Updated

Jun. 8, 2021

Rule 137-009-0155’s source at or​.us