Request for Proposals and Information 2006 Archive
RFP Archives
Issued | Deadline | Title |
| 11/09/06 | 12/08/06 | Request for Proposal: Health Premium Reimbursement Account
The Vermont Municipal Employees' Retirement System's Board of Trustees is seeking proposals from qualified firms to provide administration, recordkeeping, education, and, as an option, investment management services, for a retirement health premium reimbursement account (HPRA) to be funded using a trust that meets the requirements of Section 115 or similar vehicle of the Internal Revenue Code.
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| 10/25/06 | 11/17/06 | Request for Proposal: Retiree Dental Plan and Administrator
The Office of the Vermont State Treasurer is seeking proposals to provide and administer a dental program for retired state employees, other groups as defined in the RFP, and their eligible dependent family members. The objective is to provide elective coverage options from two levels of dental plan coverage that are targeted toward the needs of the retiree population at a competitive participant and administrative cost, and to obtain efficient plan management.
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| 08/15/06 | 09/08/06 | Request for Proposal: Master Trust Custodial Services
The Vermont Pension Investment Committee, acting on behalf of the Vermont State Teachers' Retirement System, the Vermont State Employees' Retirement System, and the Vermont Municipal Employees' Retirement System, is seeking proposals to provide comprehensive domestic and international master trust/custodial services (acting in the capacity of a plan fiduciary) including, but not limited to, securities safekeeping, settlement, valuation and lending; performance measurement and analytics; foreign exchange; collection of income; and providing a management/accounting and information retrieval system.
| | 08/03/06 | 08/25/06 | Request for Proposal: Out-of-State Unclaimed Property Examination Services
The Vermont Office of the State Treasurer is seeking proposals from firms or individuals to supply outof-state unclaimed property examination services. The selected bidder(s) shall provide unclaimed property identification, examination, processing, collection, reporting, and delivery services through examinations of businesses/entities (i.e., holders). The examinations shall be in accordance with State statute 27 V.S.A. Chapter 14 ("State of Vermont's Unclaimed Property Laws") and under the direction of the Unclaimed Property Division of the Office of the State Treasurer.
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| 07/05/06 | 08/02/06 | Request for Proposal: In-State Unclaimed Property Examination Services
The Office of the Vermont State Treasurer is seeking proposals from firms or individuals to supply in-state unclaimed property examination services. The selected bidder(s) shall provide unclaimed property identification, examination, processing, collection, reporting, and delivery services through examinations of businesses/entities (i.e., holders). The examinations shall be in accordance with State statute 27 V.S.A. Chapter 14 ("State of Vermont's Unclaimed Property Laws") and under the direction of the Unclaimed Property Division of the Office of the State Treasurer.
ADDENDUM 07/17/2006: Revision to RFP Minimum Qualifications Section 1.3
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| 05/08/06 | 06/08/06 | Request for Proposal: Vermont Pension Investment Legal Counsel
The Office of the Vermont State Treasurer, on behalf of the Vermont Pension Investment Committee (VPIC), is seeking proposals from qualified lawyers and/or law firms to provide legal services in the area of pension investments for its retirement systems. The VPIC governs the assets and investments for three qualified governmental retirement plans, the Vermont State Employees', Vermont State Teachers', and Vermont Municipal Employees' Retirement Systems.
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| 03/06/06 | 03/27/06 | Request for Proposal: Financial Advisory Services for Tax-exempt Debt Issuance
The office of the Vermont State Treasurer is requesting proposals for financial advisory services for tax-exempt debt issuance and other related financial activities. In addition, the financial advisor is responsible for assisting in preparation of the Capital Debt Affordability Advisory Committee Report for the State of Vermont.
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| 03/02/06 | 03/31/06 | Request for Proposal: Review of Vermont Retirement Systems' Actuarial Services
The Office of the Vermont State Treasurer is seeking proposals for a review of the Vermont State Retirement Systems' actuarial services. The primary purpose of this review is to provide independent verification and analysis of the assumptions, procedures and methods used by the plans' actuary for valuations as of June 30, 2005, for the State Teachers' Retirement System of Vermont (STRS), the Vermont State Employees' Retirement System (VSERS) and the Vermont Municipal Employees System (VMERS), collectively referred to as the Vermont Retirement Systems (VRS). The three retirement systems are IRC §401(a) defined benefit plans governed by separate Boards of Trustees.
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| 01/23/06 | 03/06/06 | Request for Proposal: Vermont Pension Investment Committee Investment Consultant
The Vermont Pension Investment Committee (VPIC), acting on behalf of the Boards of Trustees of the Vermont State Employees' Retirement System, State Teachers' Retirement System of Vermont, and Vermont Municipal Employees' Retirement System through the Office of the State Treasurer, hereafter known collectively as the Vermont Retirement Systems (VRS) or State, are seeking proposals from qualified firms to provide comprehensive full-retainer, general investment consulting advice and services. The selected investment-consulting firm will report to the VPIC. The selected firm will functionally work closely with the VPIC and staff of the Office of the State Treasurer. The selected firm will demonstrate extensive experience and superior capability for providing investment-consulting services in a large public pension system.
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