Description
The Oregon Department of Veterans Affairs is requesting proposals for Conservatorship Investment Consultation Services for Professional Investment Advisor. The selected contractor will provide investment consultation, management, and advice to the ODVA Conservatorship Program, regarding the investments of Protected Persons. The contractor will review all existing investment portfolios, manage Conservatorship investment needs, review clients under ODVA Conservatorship for future needs, and provide consultation, advice, and training to ODVA Staff.
Key requirements for the proposal include:
• A current Form ADV, including parts 1 and 2
• Disclosure Exemption Affidavit
• Proposer Information and Certification Sheet
• Reference Check Form
• Price Proposal Form
• COBID Certification / Outreach Plan
• Responsibility Inquiry
• Key Persons and Resumes
• Technical Proposal and Implementation Plan