Section_J_Attachment_I_-_REIT_July_29_2015.docx

ATTACHMENT I –MANDATORY REQUIREMENTS

1. The Offeror is registered with the SEC as an investment advisor or can provide proof of bank exemption. A link to the complete Form ADV, Parts I and II including all Disclosure Reporting Pages is required.

Yes / No

2. The Offeror must be willing to benchmark the proposed product against the FTSE NAREIT Equity REITs Index.

Yes / No

3. The Offeror has a minimum of $1.3 billion in assets under investment management in the proposed product as of June 30, 2015. Assets in the same product managed in either a commingled fund format or separate account may be included. Domestic REIT assets managed as part of a global REIT strategy may not be included. The Offeror must provide the AUM level of the proposed product as of June 30, 2015 in order to satisfy this requirement.

Yes / No

4. The proposed product must have a Global Investment Performance Standards (GIPS) compliant track record of at least five years. The Offeror must list the inception date of the fund and GIPs compliant performance as of June 30, 2015 in order to meet this requirement. Full GIPS disclosures are also required.

Yes / No

5. The proposed product’s average of the rolling 36-month information ratios over the past ten years, or since inception if track record is less than ten years, through June 30, 2015 must be at least 0.40. The acceptable format for calculating the information ratio is included in the Excel spreadsheet labeled "Section J Volume I - Mandatory Requirement #5 Documentation”. This spreadsheet is required with Volume I as supporting documentation that this requirement has been met. The benchmark which the proposed product’s information ratio is presented against must be the benchmark that the fund is currently managed against and must be one of the following: FTSE NAREIT All Equity REITs or FTSE NAREIT Equity REITs Indexes, MSCI U.S. REIT Index, or Dow Jones or Wilshire U.S. REIT Indexes. This benchmark must also be presented with any performance tables required in the Technical Proposal, Volume II.

Yes / No

6. The Offeror shall act as a fiduciary under this contract.

Yes / No