FINANCIAL_SERVICESONGOING

WVSOM Continues 2% Draw From Morgan Stanley Account

WVSOM plans to use a 2% draw from its Morgan Stanley investment account in the FY27 budget, continuing an authorization granted in FY25. The draw will now be treated as revenue rather than an expense reduction to improve transparency.

Status
ONGOING
Document date
January 29, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Morgan Stanley
Agency
West Virginia School Of Osteopathic Medicine · WV

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Derivita logo
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Scope & details

The full contract record, as filed.

Contract amount
2% draw from the Morgan Stanley investment account (FY27 budget)
Contract type
FINANCIAL_SERVICES
Contract term
FY27
Renewal date
2027-06-30
Renewal
Ongoing annual 2% draw authorized in FY25 and incorporated into the FY27 budget; future continuation subject to Board budget approvals.
Document type
Minutes
Source document
WVSOM Board of Governors Finance and Audit Committee Minutes January 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 West Virginia School Of Osteopathic Medicine?

Morgan Stanley was awarded this financial services contract by West Virginia School Of Osteopathic Medicine, as recorded on January 29, 2026. The contract value is 2% draw from the Morgan Stanley investment account (FY27 budget).

How much is the Morgan Stanley contract with West Virginia School Of Osteopathic Medicine worth?

The Morgan Stanley contract with West Virginia School Of Osteopathic Medicine is valued at 2% draw from the Morgan Stanley investment account (FY27 budget), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in WVSOM Board of Governors Finance and Audit Committee Minutes January 2026 (Minutes), dated January 29, 2026 from West Virginia School Of Osteopathic Medicine. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley hold?

Morgan Stanley 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 West Virginia School Of Osteopathic Medicine currently buying?

Explore West Virginia School Of Osteopathic Medicine's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View West Virginia School Of Osteopathic Medicine's profile

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