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The organization is seeking a vendor to provide proxy voting research services and a secure, scalable proxy voting technology platform. The selected provider will support fiduciary obligations, corporate governance programs, and operational requirements related to proxy research, vote execution, recordkeeping, and reporting.
The platform should be robust, user-friendly, web-based, and available 24/7. It should integrate with existing corporate governance operations and compliance frameworks, provide high-quality, timely, and independent proxy research, and support account maintenance and annual account audits to verify that all accounts are present and correctly configured for proxy voting. Proxy vote disclosures must be posted on the organization’s website the day after each meeting.
All questions must be submitted by August 6, 2026. Proposals are due by August 26, 2026.
Analysis generated by Settle AI from the source RFP.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.