Specifications include, but are not limited to: Specifically, the Board seeks the services of an investment advisor to perform at least the following services in a fiduciary capacity: (a) provide general investment advice (b) undertake organizational and structural reviews of the State’s cash flows and investment architecture and related operations, as requested; (c) assist with procurement processes for custodial and portfolio management services; (d) review and offer revisions to the Guidelines, as requested; (e) provide ongoing advice and guidance to the Board and OST as to regulatory developments and market trends; (f) monitor portfolio performance and issue both monthly and quarterly performance reports; (g) develop policies and document processes for Board and OST duties; (h) attend Board and subcommittee meetings in person or telephonically, as requested; and (i) undertake such other matters as are reasonably requested by the Board and/or OST. Vendors must be able to provide detailed reporting, attend periodic meetings with OST or the Board, and reconcile accounts with the custodian.