The West Virginia State Treasurer’s Office, hereafter referred to as the “STO”, is soliciting proposals from qualified vendors to provide investment consulting services for the West Virginia SMART529 Savings Program. The STO has issued this Request for Proposals (RFP) on behalf of the West Virginia College and Jumpstart Savings Program (Program) Board of Trustees (Board) to seek proposals from qualified firms (Vendors) to provide certain investment consulting services for the Program, in accordance with the specifications, terms and conditions of the RFP. “Services” include, without limitation, providing objective expert advice, providing reports, reviewing and recommending revisions to investment policies, reviewing and recommending investment options, reviewing offering statements, participation agreements and disclosure documents (between the Board and account holders, reviewing and providing recommendation on the shareholder voting policy, giving recommendations on shareholder voting proxies, attending board and committee meetings, conducting due diligence reviews and any other additional matters as agreed upon by the Board and the Vendor. This procurement is exempt from the requirements of the West Virginia Purchasing Division pursuant to W.Va. Code §12-3A-3 and §5-10B-3.
