Attachment H S-DASOBO-00017122.docx

This is Attachment H to RFP S-DASOBO-00017122, a technical proposal and implementation plan template issued by the State of Oregon for Conservatorship Investment Services. The RFP seeks a professional investment advisor to provide conservatorship investment services, requiring proposers to submit detailed responses addressing key personnel qualifications, relevant experience, and project implementation strategies. The attachment functions as an evaluation form requesting proposers to demonstrate how their key personnel meet a minimum of seven years of experience in financial advising, describe their background in professional fiduciary and conservatorship services, and document any prior work with similar programs in other states or government entities.

The technical proposal section requires proposers to provide a comprehensive management plan outlining how they would execute the major activities specified in the Scope of Work, including the resources to be deployed and an implementation timeline. Proposers must illustrate their approach to coordinating and accomplishing the work, demonstrating their understanding of conservatorship investment services and their capability to deliver the required services effectively. This attachment represents a critical component of the proposal evaluation process, as it allows the State of Oregon to assess the qualifications, experience, and operational capabilities of each responding firm before award.