Request for Proposals and Information
RFP Archives
Issued | Deadline | Title |
| 11/14/07 | 11/21/07 | Request for Proposal: Senior Managing Underwriter
The Office of the State 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 General Obligation Vermont Citizen Bonds and a possible general obligation bond refunding issue.
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| 10/09/07 | 10/29/07 | Request for Proposal: GAA RFP
The Vermont Pension Investment Committee (VPIC) is soliciting proposals from investment management firms to manage a Global Asset Allocation mandate for the Vermont State Retirement System's $3.3 billion defined benefit pension funds. The mandate will be for approximately $168 million. In order to be considered, each firm’s global asset allocation product must meet the following minimum criteria: 1) Minimum global asset allocation assets under management as of August 31, 2007 of at least $500 million, 2) The product vehicle must be an ERISA-friendly commingled fund such as a daily valued mutual fund, a Group Trust, or a Bank Trust for benefit plan investors. Separate accounts, limited partnerships, and limited liability companies that are not structured as defined above shall not be considered, and 3) the asset allocation must be actively managed, with an emphasis on value-added through significant asset allocation movements over time.
Balanced funds, static allocations and various “life cycle” funds shall not be considered.
All formal requests for RFPs should be sent to publicfundresponse@nepc.com (no phone calls please) and received by no later than Monday, October 22, 2007.
Pro¬posal responses will be required to be received by 4:00 p.m. EST, Monday, October 29, 2007.
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| 10/09/07 | 10/29/07 | Request for Proposal: Portable Alpha RFP
The Vermont Pension Investment Committee (VPIC) is soliciting proposals from investment management firms to manage a Lehman Aggregate Index Portable Alpha mandate for the Vermont State Retirement System's $3.3 billion defined benefit pension funds. The mandate will be for approximately $210 million. In order to be considered, each firm’s portable alpha product must meet the following minimum criteria: 1) Minimum assets under management as of August 31, 2007 of at least $200 million, 2) The product vehicle must be a bundled product complete with the alpha source and beta management, 3) A live, GIPS compliant, alpha track record that is at least 3-years long as of June 30, 2007. Simulated track records shall not be considered, and 3) The use of any hedge fund -- single strategy , multi-strategy or fund of funds, for any part of the strategy shall not be considered.
All formal requests for RFPs should be sent to publicfundresponse@nepc.com (no phone calls please) and received by no later than Monday, October 22, 2007.
Pro¬posal responses will be required to be received by 4:00 p.m. EST, Monday, October 29, 2007.
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| 09/05/07 | 10/10/07 | Request for Proposal: Vermont State Teachers' Retirement System Retiree Dental Plan Provider And Administrator
The Vermont State Treasurer's Office is seeking proposals to provide and administer a dental program for retired state teachers, 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.
Questions and Answers |
| 06/06/07 | 07/11/07 | Request for Proposal: Economic Consultant
The Office of the Vermont State Treasurer is seeking proposals from qualified economists and firms to provide economic analysis for the State's Capital Debt Affordability Committee, the preparation of materials for the inclusion in the State's offering documents for short and long-term debt and economic analysis related to other fiscal policy and investment matters as assigned.
Questions and Answers |
| 05/15/07 | 06/21/07 | Request for Proposal: State of Vermont Defined Contribution Investment, Administration and Recordkeeping
The Vermont Office of the State Treasurer (State) is seeking comprehensive, bundled Defined Contribution Plan recordkeeping, administration and investment options for the State of Vermont Defined Contribution Plan and the Vermont Municipal Employees' Defined Contribution Plan.
Questions and Answers |
| 05/07/07 | 06/25/07 | 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 |
| 01/26/07 | 02/23/07 | Request for Proposal: Vermont Retired Teachers Health Insurance Benefits and Administration
The Board of Trustees of the Vermont State Teachers' Retirement System through the Office of the State Treasurer, hereafter known collectively as the VSTRS or State, is seeking proposals from qualified firms to provide medical health insurance benefits and administration for retired teachers and their qualified beneficiaries effective July 1, 2007. Buck Consultants, Inc. is assisting in this RFP process.
Questions and Answers |
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