1/31/2023 – Request for Proposals (“RFP”) No. BOT 2023-014

INDEPENDENT BOARD INVESTMENT CONSULTANT FOR THE OFFICE OF HAWAIIAN AFFAIRS’ NATIVE HAWAIIAN TRUST FUND

Notice is hereby given that pursuant to Chapter 103D, Hawaii Revised Statutes, as
amended, (hereinafter “HRS”), the Office of Hawaiian Affairs (hereinafter “OHA”) will be accepting proposals from qualified firms to perform the services of an independent nondiscretionary investment consultant to assist the OHA Board of Trustees (hereinafter “BOT”) in overseeing the OHA investment management function, developing investment policy, strengthening the BOT’s knowledge, skill, and investment oversight responsibilities, and drafting and reviewing and assessing the execution of BOT-approved investment policy for the Native Hawaiian Trust Fund (“NHTF”).

This RFP may be downloaded from either the State Procurement Office (hereinafter
“SPO”) website at https://hiepro.ehawaii.gov or the OHA website at www.oha.org/solicitations beginning January 31, 2023

Proposals shall be submitted via SPO at https://hiepro.ehawaii.gov or via email to proposals@oha.org by 2:00 p.m. Hawaiʻi Standard Time, Friday, March 3, 2023. The official time will be that which the email is received by OHA.

Questions relating to this solicitation shall be submitted directly via SPO at https://hiepro.ehawaii.gov or to proposals@oha.org .

RFP-BOT-2023-014-INDEPENDENT-BOARD-INVESTMENT-CONSULTANT.pdf

Attachments-1-8.pdf

Appendix-A-OHA-Native-Hawaiian-Trust-Fund-Investment-Policy-Statement-8.12.2021-1.pdf

Appendix-B-NH-Trust-Fund-Spending-Policy-AS-IS-1.pdf

Appendix-C-OHA-Native-Hawaiian-Trust-Fund-December-2022-Preliminary.pdf

RFP-BOT-2023_014-Q_A-230210.pdf