The Vendor is required to provide for an investment consultant services.
- Participate in meetings with board staff, program manager(s), fund managers, stakeholders, and/or outside agencies or research companies, which may include due diligence meetings and annual program reviews.
- Review and analyze the investment performance of the program manager(s) of the Trust using criteria developed by board as well as criteria developed by the program manager(s) or outside consultants.
- Additional analysis may include other peer reviews, gap analyses, and/or feasibility studies and projections.
- Regularly review and propose changes to the Investment Policy and Monitoring Procedures as needed.
- Provide clarification and assistance to board in understanding various investment vehicles and the investment market.
- This may include providing training seminars, as necessary, on rates of return, investment products, strategies or other fundamental concepts of investing to board and its staff.
- Provide general advice, counsel, analyses, and recommendations on a variety of investment related matters regarding the Trust, including but not limited to, investment personnel, investment strategy, investment menu design, as well as overall investment health of the program manager(s), other industry issues and trends.
- Review and evaluate investment vehicles, options, and/or funds proposed for the Board’s consideration for potential inclusion to the Plan pursuant to the Board’s procedures and in discussion with board staff and the program manager(s), as applicable.
- Work with board consultants and program manager(s) if needed.
- The ability to provide day-to-day management of tasks, coordination of support and administrative activities, and supervision of all employees.
- Budget: $300,000.00
- Contract Period/Term: 2 years
- Questions/Inquires Deadline: January 8, 2026
