FINANCIAL_SERVICESAPPROVED

Westfield State University Awards Financial Services Contract to Fund Evaluation Group (February 2026)

Westfield State accepted Fund Evaluation Group's recommendation to merge two Schwab investment accounts into one consolidated account, improving efficiency and reporting.

Status
APPROVED
Document date
February 19, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fund Evaluation Group
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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WithersRavenel logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal date
2026-03-31
Renewal
FEG is ongoing investment advisor; account structure will be reviewed as needed. Engagement may be reviewed or renewed on a regular basis.
Document type
AgendaPacket
Source document
Westfield State University Board of Trustees Meeting Agenda Packet February 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 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 agendapacket record.

Where was this contract approved?

This contract appears in Westfield State University Board of Trustees Meeting Agenda Packet February 2026 (AgendaPacket), 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 hold?

Fund Evaluation Group 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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What is Westfield State University currently buying?

Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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