FINANCIAL_SERVICESRECOMMENDED

University Investment Accounts to Be Consolidated by Fund Evaluation Group

The Finance Committee recommended approval to consolidate Westfield State University's two Schwab investment accounts into a single account, as advised by Fund Evaluation Group, LLC, to streamline reporting and management. The transaction will take place at the end of March 2026 or a mutually agreed month-end date.

Status
RECOMMENDED
Document date
February 19, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fund Evaluation Group Llc
Agency
Westfield State University · MA

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TerraCycle logo
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WithersRavenel logo
Derivita logo
Comcate logo
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Veritone logo
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WithersRavenel logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
To be merged at end of March 2026 or a reasonable month-end as determined by WSU
Renewal date
2026-03-31
Renewal
N/A—action is restructuring of account management, no mention of renewal or extension.
Document type
Agenda
Source document
Westfield State University Finance Committee Agenda February 19, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Westfield State University?

Fund Evaluation Group Llc was awarded this financial services contract by Westfield State University, as recorded on February 19, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Westfield State University Finance Committee Agenda February 19, 2026 (Agenda), dated February 19, 2026 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fund Evaluation Group Llc hold?

Fund Evaluation Group Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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