Attachment D S-DASOBO-00017122.docx

This is a Reference Check Form attachment for the Oregon Department of Administrative Services (DAS) Procurement Services related to RFP S-DASOBO-00017122 for Conservatorship Investment Advisor Services. The form is designed to collect reference information from bidders submitting proposals for professional investment advisory services. Specifically, the document provides space for bidders to list three professional references, with each reference requiring the entity or business name, contact name, telephone number, and email address. This standardized form enables the state to conduct due diligence by contacting previous clients or business associates to verify the qualifications and performance history of prospective contractors.

The reference check form does not contain information regarding pricing terms, contract duration, renewal options, funding sources, or other substantive contract requirements. Rather, it serves as an administrative tool within the broader RFP evaluation process to assess bidder credibility and experience. The form was originally developed on November 19, 2014, with revisions noted as Version 2.0 dated December 9, 2016, indicating it is part of DAS's standard procurement documentation package used across multiple contracting initiatives.