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  5. ›Investment Consulting Services for W.Va. SMART529 Program

West Virginia State Treasurer's Office·West Virginia

Investment Consulting Services for W.Va. SMART529 Program

Closes 5/6/2025$500k – $2.5MRequest for Proposal
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Description

The West Virginia State Treasurer's Office is seeking investment consulting services for the W.Va. SMART529 Program. The selected consultant will provide investment advice for a period of up to 5 years, with the option to renew for additional years. The scope of work includes providing investment advice on a quarterly basis. • The consultant will be expected to provide investment advice for the SMART529 Program. • The contract will be for a fixed amount. • The consultant will be required to provide investment advice for a period of up to 5 years, with the option to renew for additional years. • The scope of work includes providing investment advice on a quarterly basis.

Attached files

Contact

Kevin L Bowling

[email protected]

(304) 558-5000

Key dates

Opened
4/1/2025
Questions due
4/21/2025
Closes
5/6/2025
Duration
5 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523920
Solicitation №
ARFP-1300-STO2500000002-4

Budget estimate

$500,000 – $2,500,000

The budget for this opportunity is not explicitly stated in the document. However, based on the scope of work, which includes providing investment advice on a quarterly basis for a period of up to 5 years, it can be estimated that the budget will be in the range of $500,000 to $2,500,000. This estimate is based on the assumption that the consultant will be paid a quarterly fee for their services, and that the fee will be in the range of $25,000 to $125,000 per quarter. The actual budget will depend on the specific terms of the contract and the consultant's fee structure.

AI estimate from the solicitation

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