RFPAttD_Ref Check.docx

This is a Reference Check Form attachment for Oregon's Financial Management Agent Services RFP (S-DAOBO-00016781), administered by the Department of Administrative Services (DAS) Procurement Services. The form is designed to evaluate proposers' qualifications and past performance through structured reference checks completed by entities with prior experience working with the applicant. The reference check process requires proposers to provide information about a reference entity, including contact name, telephone number, and email address, to facilitate direct communication between the state and the reference provider.

The Reference Check Form utilizes a standardized 0-10 rating scale, where 0 indicates "Not satisfied," 5 indicates "Moderately satisfied," and 10 indicates "Extremely satisfied." References are evaluated across three key performance dimensions: overall quality of services provided and relationship quality, service delivery performance, and responsiveness to customer service issues and special requests such as problem resolution and billing changes. Each rating category includes space for detailed comments to support the numerical scores. This evaluation method allows the state to assess proposer capability and reliability in delivering Financial Management Agent Services to Common Law Employers and as a Statutory Employer under federal or Oregon law requirements.