Requests for Proposals and Information

Issued	Deadline	Title
03/08/10	04/05/10	Request for Proposal: Vermont Pension Investment Committee Investment Consultant The Vermont Pension Investment Committee (VPIC), acting on behalf of the Vermont State Employees', Vermont State Teachers', Vermont Municipal Employees' and the City of Burlington Retirement Systems, is seeking proposals through the Office of the State Treasurer from qualified firms to provide comprehensive, full-retainer, general investment consulting advice and services. Qualified firms must demonstrate extensive experience and superior capability for providing investment-consulting services in a large public pension system.
11/19/09	12/18/09	Request for Proposal: Vermont Affinity Card Program The Office of the Vermont State Treasurer is issuing a request for proposal to establish a Vermont State-sponsored Affinity Card Program to support public purpose projects in the areas of sustainable agriculture, renewable energy, state parks and forestland, or any combination of these, as authorized during the 2009 legislative session as 32 V.S.A. § 584 - Vermont State-Sponsored Affinity Card Program Questions and Answers
08/10/09	09/04/09	Request for Information: Portfolio Risk Management Services VPIC is seeking, through this RFI, information regarding on-going portfolio risk management services, which would include risk assessments across multiple asset classes, externally managed separate accounts and commingled funds, and VPIC’s securities lending program. Questions and Answers
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
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.
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
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
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.
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

Other Information

For information on statewide bid opportunities please visit ThinkVermont.com.