Attachment H S-DASOBO-00016480.docx

This is a technical proposal and implementation plan attachment for RFP S-DASOBO-00016480, issued by the State of Oregon for Conservatorship Investment Advisor Services. The solicitation seeks proposals from qualified firms to provide investment advisory services in the conservatorship context. Proposers must demonstrate that their key personnel meet a minimum requirement of seven years of experience in financial advising and possess knowledge of professional fiduciary and conservatorship services. The state requires that the proposed key person hold a current license as an Investment Advisor in Oregon. Respondents must submit a management plan not to exceed 500 words that details how they will execute the major activities outlined in the Scope of Work, including the resources and coordination mechanisms they will employ to accomplish the work.

The attachment does not contain explicit information regarding pricing terms, set-asides, contract term duration, renewal options, funding amounts, or response deadlines. The document functions as a template for proposers to complete and submit, establishing the qualification and capability requirements necessary for consideration but does not detail the financial terms, award timeline, or other administrative aspects of the procurement.