Issued | Deadline | Title |
| 03/30/09 |
04/30/09 |
Request for Proposal: VRS seeking proposals for actuarial services The Office of the State Treasurer and the Boards of Trustees of the Vermont State Retirement Systems (hereafter known as the Vermont Retirement Systems [VRS] or State) are seeking proposals from qualified actauries to provide a full range of actuarial services to the three retirement systems including, but not limited to, annual pension valuations, OPEB valuations, experience studies and consulting on various benefit proposals related to pension and post employment benefits.
Questions and Answers
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| 03/17/09 |
03/25/09 |
Request for Information: Affinity card programs. The Vermont State Treasurer's Office is seeking information on affinity card programs; such as an overview of affinity card programs, historical experience of operating results for existing programs, operational practices, policies and procedures as they relate to affinity card programs, and descriptions of the advantages and benefits which the State of Vermont might realize by further negotiations and final contract.
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| 03/16/09 |
04/03/09 |
Request for Information: Vermont Pension Investment Committee - Vermont Manager Program RFI. The Vermont Pension Investment Committee is seeking to allocate a portion of the public retirement plan assets to investment managers based in Vermont. The goal of the Program is to generate competitive returns for the plan assets while providing benefit to Vermont investment management firms, and indirectly to the State of Vermont
Questions and Answers
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| 01/26/09 |
02/23/09 |
Request for Proposal:Securities Liquidation and Custody Services of Unclaimed Property
The office of the Vermont State Treasurer is requesting proposals for securities liquidation and custody services in accordance with 27 VSA, CHAPTER 13.
Questions and Answers
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| 01/06/09 |
01/30/09 |
Request for Information: Litigation Monitoring and Evaluation Services
The Office of the Vermont State Attorney General is seeking responses to a Request for Information (RFI) from outside legal counsel with significant experience and expertise in evaluating, monitoring and/or carrying out securities class action litigation.
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| 11/21/08 |
12/10/08 |
Request for Proposal: Provide Proxy Voting Services
The Vermont Pension Investment Committee (VPIC) and the Office of the Vermont State Treasurer are seeking proposals from qualified firms to provide specified proxy voting services for VPIC investment accounts and the Vermont Trust Investment Account (TIA).
Questions and Answers
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| 11/5/08 |
11/17/08 |
Request
for Proposal: Senior Managing Underwriter
The Office of the Treasurer, State of Vermont is requesting proposals from a select number of underwriting firms for the purpose of selecting a senior managing underwriter for the offering of Vermont State General Obligation Bonds and a possible Vermont General Obligation Bond refunding issue.
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| 10/17/08 |
11/25/08 |
Request for Proposal: Provide Program Manangement Services for VHEIPThe Vermont Student Assistance Corporation ("VSAC") is soliciting proposals from financial services or similar firms to provide program management services for the Vermont Higher Education Investment Plan ("VHEIP"), the State of Vermont's 529 college savings program. RFPs are due no later than 4:00 P.M on Tuesday November 25, 2008.
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| 06/23/08 |
07/15/08 |
Request for Information: Investment Banking Analytical Services To Develop Financing Proposal To Fund Transportation Infrastructure Needs
The Vermont State Treasurer's Office issues this Request for Information (RFI) in order to gather information on funding options and recommendations for long-term financing of the repair, maintenance, and rehabilitation of bridges and culverts in the State. The State Treasurer's Office is seeking information on funding options including but not limited to prudent debt issuance including general obligation, revenue, and GARVEE bond options; public private initiatives; and the development of long term revenue models to sustain bridge and transportation needs.
Questions and Answers
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| 06/09/08 |
07/02/08 |
Request for Proposal: VSTRS 403(b) Investment Program 3RD Party Administrator
The Vermont Office of the State Treasurer ("State") is seeking to obtain proposals from combined third party administrators/record keepers and mutual funds investments providers for the VERMONT STATE TEACHERS' RETIREMENT SYSTEM Statewide 403(b) Investment Program (the "Program").
Questions and Answers
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| 05/13/08 |
05/30/08 |
Request for Proposal: To Provide Bond Counsel Services
The Office of the Vermont State Treasurer is requesting proposals for Bond Counsel Services to be provided to the State of Vermont in connection with the issuance of indebtedness and other obligations as well as ongoing legal counsel with respect to various financial matters.
Questions and Answers |
| 05/07/08 |
06/25/08 |
Request for Proposal: VPIC Economically Targeted Investment Program
The Vermont Pension Investment Committee is requesting proposals from qualified entities interested in providing investment management services for the Committee's Economically Targeted Investments (ETI) Program.
Questions and Answers |
| 05/05/08 |
Open |
Request for Proposal: To Prequalify Investment Managers to Provide Money Market Investment Services
The Office of the Vermont State Treasurer is inviting investment managers of institutional short-term money market funds to submit proposals to be placed on a list of pre-qualified investment managers to provide money market mutual fund vehicles for the State.
Questions and Answers
Questions and Answers through 6/10/08 |
| 02/27/08 |
03/19/08 |
Request for Proposal: To Prequalify Out-Of-State Unclaimed Property Examination Services
The Vermont Office of the State Treasurer is seeking proposals to pre-qualify firms or individuals to supply out-of-state unclaimed property examination services.
Questions and Answers |
| 01/23/08 |
02/20/08 |
Request for Proposal: Advisory Services Regarding Potential Terrorist and Genocidal States Related Investments
On behalf of the Vermont Pension Investment Committee (VPIC) the Vermont Office of the State Treasurer (SOVTRE) is seeking Advisory Services from a qualified and objective advisor to contribute to the effective implementation, and potential fine tuning, of certain aspects of a policy regarding Terrorist and Genocidal Linked Countires Investments.
Questions and Answers |
| 06/14/04 | Open | Request for Proposal: Prequalify Banking Institutions to Provide Certficate of Deposit Services for the Treasurer's Bank in Vermont Program
The Office of the Vermont State Treasurer is inviting banks to participate in a certificate of deposit (CD) program designed to support community banking and earn a competitive return on State funds. The Treasurer's Bank in Vermont Program will invest state funds on a predictable basis through CDs, via a competitive bidding process, in banks with branches in Vermont. The program is designed to be attractive to the wide range of banking institutions in Vermont, and is predicated on the belief that investing Vermont funds in Vermont, consistent with earning a competitive rate of return, is a good policy.
The Office of the State Treasurer, requests responses from banking institutions that wish to be placed on a list of eligible institutions for a competitive bid program for certificates of deposit (CDs). Responses to this request will be used to evaluate prospective candidates wishing to provide investment services for CDs, and to determine maximum levels of participation.
Questions and Answers
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