Financial Management Agent Services

Overview

Financial, Legal, HR & Staffing

Salem, Oregon, United StatesPosted 3 days agoDeadline: June 17th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking a financial management agent to deliver payment services, administer compliant payroll, and provide reporting and disaster recovery support for a government authority in Salem, Oregon.

KEY REQUIREMENTS

Must have 5 years of experience working with Medicaid beneficiaries in self-directed service programs
Must have knowledge of Federal and Oregon tax, labor, and workers' compensation insurance laws
Must have knowledge of IRS difficulty of care rules (IRS Notice 2014-7)
Must be able to provide FMAS in accordance with 26 U.S.C. §3504 and Revenue Procedure 2013-39
Must be authorized to do business in the State of Oregon
Must have a written policy and practice for preventing sexual harassment, sexual assault, and discrimination
Must be able to provide proof of required insurance (Workers' Compensation, Commercial General Liability, Professional Liability, Network Security and Privacy Liability)
Must be able to perform file transfer testing for large electronic files (50 MB to over 5 GB)
Must have a disaster recovery plan for electronic files

BUDGET

Estimate

$1,500,000 – $3,000,000

CONTRACT DURATION

36 months

TIMELINE

Pre-Proposal Conference: May 18th, 2026

Questions/Requests for Clarification Due: May 21st, 2026

Answers to Questions/Requests for Clarification Issued: June 3rd, 2026

RFP Protest Period Ends: 20 calendar days prior to RFP Opening

Opening (Proposal Due): June 17th, 2026

Issuance of Notice of Intent to Award: July-August 2026

Award Protest Period Ends: 7 calendar days after Notice of Intent to Award

QUESTION DEADLINE

May 21st, 2026

Issuing Agency

Department Of Administrative Services, State Procurement Services

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DESCRIPTION

The government authority located in Salem, Oregon is seeking a vendor to provide financial management agent services. The selected contractor will be responsible for delivering payment services and administering payroll functions associated with the program or agency requirements.

Payroll administration must include all applicable components such as holiday pay, union dues, and employee benefits, and must comply with relevant labor agreements and employment laws. The vendor will also be required to develop and test, at least annually, a disaster recovery plan for electronic files, provide requested and standard reports as negotiated with the agency, and support ad hoc testing as needed.

Questions regarding the solicitation must be submitted no later than May 21, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.