Attachment D S-DASOBO-00016480.docx

DOCX document 35 KB Posted

Attached to
RFP for Conservatorship Investment Services for Professional Investment Advisor
Solicitation number
S-DASOBO-00016480
Issued by
Oregon

About this file

This is a Reference Check Form attachment for RFP S-DASOBO-00016480, issued by the Department of Administrative Services (DAS) Procurement Services for Conservatorship Investment Advisor Services. The form is designed to be completed by references provided by proposers bidding on this contract opportunity. It requires proposers to identify a reference entity and provide contact information including the reference contact name, telephone number, and email address. The form requests that references describe the type of services the proposer provided, evaluate the quality of those services, and assess various aspects of the proposer's performance including customer service, business relationship satisfaction, problem resolution methods, and likelihood of future engagement.

The Reference Check Form contains eight evaluation questions structured to gather comprehensive feedback on proposer capabilities and performance history. References are asked to describe their satisfaction with the business relationship, identify strengths and weaknesses in service delivery, and indicate their willingness to engage the proposer again. This form serves as a standard evaluation tool within the DAS procurement process and was established with a version date of November 19, 2014, with updates through December 9, 2016. No specific pricing, contract term, or award information is contained within this attachment, as it functions solely as a reference verification document for the proposal evaluation process.

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Other files

File Type Posted
Attachment G S-DASOBO-00016480.docx DOCX document
Attachment F S-DASOBO-00016480.docx DOCX document
Attachment E S-DASOBO-00016480.xlsx XLSX spreadsheet
Attachment A S-DASOBO-00016480.docx DOCX document
Attachment C S-DASOBO-00016480.docx DOCX document
Attachment B S-DASOBO-00016480.docx DOCX document
Attachment H S-DASOBO-00016480.docx DOCX document
RFP S-DASOBO-00016480 - FINAL.docx DOCX document

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Text version

RFP [###-####-##] – [RFP title]

ATTACHMENT F - REFERENCE CHECK FORM

RFP S-DASOBO-00016480 – CONSERVATORSHIP INVESTMENT ADVISOR SERVICES Att D

ATTACHMENT D - REFERENCE CHECK FORM

Proposer Name:__________________________________________
Reference Entity:__________________________________________
Reference Contact Name:__________________________________________
Contact Telephone Number:__________________________________________
Contact Email Address:__________________________________________

Please respond to the following questions:

1. For what type of services did you engage Proposer?

Describe the services listed in response to question 1.

Describe Proposer’s customer service.

Describe your satisfaction with the business relationship with Proposer.

Describe Proposer’s methods for problem resolution.

How likely would you be to use Proposer’s services again?

With which aspect(s) of Proposer’s services are you the most satisfied?

With which aspect(s) of Proposer’s services are you the least satisfied?

Version 1.0 - November 19, 2014Page 1 of 2
DAS Procurement Services, Version 2.0 – December 9, 2016Page 1 of 2

File details come from the government source that posted it. Updated .