The vendor is required to provide that investment advisory services must be able to maintain a satisfactory data processing interface with department custodian bank, country bank by tape, disk, on-line connection or other electronic means at the firm’s expense.
- The investment consulting firm acknowledges and accepts that, upon its engagement, be a fiduciary with respect to the agency county retirement plan and trust, and agrees that it will act, with respect to assets invested, in accordance with similar duties and responsibilities that would be applicable to a fiduciary.
- The investment consulting firm must have an established business office in the state and provide documentation of business address and local associates.
- Provide a representative listing of current clients, including the size of the client fund, the type of fund whether it is a defined-benefit or defined contribution plan, if applicable, and the number of years the services have been provided.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: February 25, 2025