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Office of the State Treasurer
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Request for Proposals and Information 2004 Archive
RFP Archives
| 09/22/04 | 10/27/04 | Request for Proposal: Consultant Services for Procurement of Retirement Benefit Administration and Imaging System
The Vermont Office of the State Treasurer is soliciting proposals for consulting services to design and procure for its Retirement Division a new packaged automated retirement administration system with integrated imaging and workflow components. Specifically, the consultant will: (1.) perform a detailed needs assessment analysis; (2.) assess the potential for early implementation of the imaging system (including backfile conversion) as a standalone system, to be integrated later; (3.) develop either a combined RFP for the complete system or separate RFP's for the retirement administration and imaging systems; and (4.) assist with all phases of the bid and award process.
Questions and Answers
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| 09/17/04 | 10/15/04 | Request for Proposal: Enhanced and Equal Weighted Index Managers
The Vermont State Retirement Systems are seeking qualified Enhanced and Equal Weighted Index Managers to invest a portion of their large cap domestic funds against the S&P 500 benchmark.
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| 06/14/04 |
Revised 01/30/2008 | 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.
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| 07/26/04 | 08/17/04 | 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 the requirement of the State's unclaimed property law.
The selected firm shall provide to the State services required to receive, deposit, custody, sell and remit proceeds of publicly traded securities (principally, but not limited to, common shares of publicly owned corporations).
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| 04/08/04 | 04/30/04 | Request for Proposal: 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.
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| 02/11/04 | 03/04/04 | Request for Proposal: Investment Consulting Services
The Office of the State Treasurer and Trustees of the Vermont State Employee's Retirement System (Trustees) are seeking an individual consultant or consulting firm to review, assess, and make recommendations for the 401a Defined Contribution and 457 Deferred Compensation plans operating under their authority.
Questions and Answers
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| 01/27/04 | 02/17/04 | Request for Proposal: Hearing Officer
The Boards of Trustees of the Vermont State Retirement System, the State Teachers' Retirement System, and the Vermont Municipal Employees' System and the Office of the Vermont State Treasurer are seeking bids from qualified individuals or law firms to serve as hearing officers in disability retirement appeals.
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