Attachment A Authorized Respondent Signature and Acceptance Form~50.pdf

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Attached to
Request for Responses to Provide Investment Advisory Services
Solicitation number
BD-26-1211-MSBA-MASS-131180
Issued by
Suffolk County, Massachusetts

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This is an Authorized Respondent's Signature and Acceptance Form submitted to the Massachusetts School Building Authority in response to a Request for Responses to Provide Investment Advisory Services. The form certifies that the signatory is a duly authorized representative of the responding organization and confirms the respondent's understanding of all RFR requirements and terms. The respondent acknowledges that all terms and conditions are mandatory, that the response is compliant with such requirements, and that if selected, the respondent and the Authority will execute written agreements specifying mutual participation requirements.

The form establishes that the RFR response will be incorporated into and become part of any resulting agreement with the selected respondent. By signing, the authorized representative certifies the truthfulness and accuracy of all statements, attachments, and exhibits included in the response to the RFR. This document serves as a binding acknowledgment of the respondent's commitment to the RFR process and acceptance of the Authority's terms and conditions.

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Attachment C Master Services Agreement~14.pdf PDF
Attachment D Supplier Diversity Program Plan Form~23.pdf PDF
Attachment F Cost Proposal Template.xlsx XLSX spreadsheet
RFR to Provide Investment Management Services.pdf PDF
Attachment B Certification of Compliance with Laws~1.pdf PDF
Attachment G Creating a Quote in COMMBUYS~5.pdf PDF
Attachment H MSBA Investment Policy FY25.pdf PDF
Attachment E Invest in Massachusetts Form~1.pdf PDF
Investment Advisory Services Addendum No. 1 QA.pdf PDF

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ATTACHMENT A

MASSACHUSETTS SCHOOL BUILDING AUTHORITY

AUTHORIZED RESPONDENT’S SIGNATURE AND ACCEPTANCE FORM

The undersigned is a duly authorized representative of the Respondent listed below. The Respondent has read and understands the RFR requirements. The Respondent acknowledges that all of the terms and conditions of the RFR are mandatory, and that Respondent’s response is compliant with such requirements. The Respondent understands that, if selected by the Authority, the Respondent and the Authority will execute written agreements specifying the mutual requirements of participation. The Respondent agrees that the RFR response will be incorporated into and made part of any Agreement resulting from the Respondent’s response to the RFR.

I hereby certify that: (i) I am an authorized representative of the Respondent herein; and

(ii) the statements made in this response to the RFR, including all attachments and exhibits, are true and correct to the best of my knowledge.

Respondent:

(Printed Name of Respondent)

By:

(Signature of Authorized Representative)

Massachusetts School Building Authority
Authorized Respondent’s Signature and Acceptance Form

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