General Consulting, Education and Research Services. At the State’s request, the Contractor shall conduct in-depth research, and analysis on pension, endowment, defined contribution and investment issues requested by the State as it relates to the Funds. The research shall include current industry trends and developments, accounting, regulatory and legal changes relative to pensions, endowments, defined contribution plans and investments. The Contractor shall provide technical advice as requested by the State, either orally or in writing, in connection with miscellaneous problems and questions that may arise from time to time relative to pensions, endowments, defined contribution plans and investments. The Contractor shall also provide continuing education on pensions, endowments, defined contribution plans and investments to the State through educational conferences, research projects and surveys, access to the Contractor’s research and white papers and such other means as is agreed upon by both Parties from time to time. The Contractor shall also assist the State in drafting policies, procedures, and guidelines relative to the Funds at the request of the State.
