The agency is seeking a vendor to provide comprehensive, high-quality, and cost-effective corporate governance research and proxy voting services. The solution should cover company-specific analysis, advisory voting recommendations, and extensive research on environmental, social, and governance (ESG) topics, as well as other corporate governance matters. Additionally, the selected firm will provide consulting as a proxy voting agent, including proxy vote execution, robust online database access, and assistance in developing and implementing custom proxy voting guidelines.

The services will include detailed research on executive compensation and offer a turn-key proxy voting system that enables agency access to all proxy ballots. The system must support both company-level and summary reporting, with capabilities to generate comprehensive reports by account, group, date range, ballot status, company, proposal classification, vote recommendation, and individual ballot items. It must facilitate statistical analysis and timely report availability. Furthermore, the system should manage special voting requirements related to preferred stock, warrants, debt holdings, and others.

The contract will have a five-year term. Vendors are required to submit all questions by March 20, 2026.