Smartsheet-Based Federal Block Grant Financial Management Framework

The Oregon Health Authority is seeking professional services to design and configure a Smartsheet-based financial management framework for its Mental Health Block Grant and Substance Use Prevention, Treatment and Recovery Services Block Grant programs.

Oregon > Oregon Health Authority > Office of Contracts and Procurement


General
Open
Oct 10, 2026 12:00 AM
Sep 18, 2026 02:26 PM
6 months
Small Business
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
elvis.r.howard@odhsoha.oregon.gov
+15038713074
635 Capitol Street NE, Salem, OR, USA
Submission Instructions
Online
Submit the Offer electronically through OregonBuys., Submit the Cost Sheet as a separate electronic response file., Submit one copy of the Offer and all other submittal requirements in PDF, DOCX, or XLSX format.
Description

The Oregon Health Authority is soliciting professional services to design and configure a Smartsheet-based financial management framework for its Mental Health Block Grant and Substance Use Prevention, Treatment and Recovery Services Block Grant programs. The solution must consolidate contract information, posted payments, planned spending, program-area classifications, pipeline commitments, grant phases, and compliance indicators into contract-level, portfolio-level, and cross-grant views. The contractor will configure Smartsheet structures, dashboards, data relationships, Data Shuttle and Data Mesh tools, pacing and compliance indicators, phase-depletion warnings, risk alerts, and planned-versus-actual spending reports. Work will be performed collaboratively in agency-provided Smartsheet environments using dummy or simulated data; the source systems will remain the agency's systems of record and the solution will not directly connect to non-Smartsheet systems. The offer must include a methodology and draft Statement of Work, relevant experience and staff qualifications, technical approach, references, a completed Offeror Information and Certification Sheet, a detailed Cost Sheet, and other required solicitation forms or affidavits as applicable.

Classification Codes
NAICS541618Other Management Consulting Services
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
financial management softwaresmartsheet configurationfinancial dashboards
Specifications
Service Only
Timeline
Sep 26, 2026 12:00 AM-Questions / Requests for Clarification Due
Oct 10, 2026 12:00 AM-Offer Due / Opening
Oct 30, 2026-Notice of Award (Approximate)
Requirements
Scored
  • Minimum 2 references
  • Within the last 5 years
  • Client point of contact required for each reference
Documents
TitleDate Posted
rfp0918267Sep 18, 2026 02:26 PM
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