Requests for Proposals
The Office of the State Treasurer is responsible for the contracts listed in the table below. As these contracts expire, the Office of the State Treasurer will put out a Request for Proposal (RFP) according to the guidelines set by the Division of Purchases (http://www.maine.gov/purchases/). RFP information will be posted on this site as it becomes available.
| Type of Contract |
Vendor |
Term |
Can be extended without RFP for 1 year |
| Trusts Investments |
H.M. Payson & Co. |
04/01/07 to 03/31/10 |
yes |
| Trusts Investments |
Key National Association |
04/01/07 to 03/31/10 |
yes |
| Trusts Investments |
Bangor Savings Bank |
04/01/07 to 03/31/10 |
yes |
| Bond Counsel |
Palmer & Dodge LLP |
02/01/08 to 01/31/11 |
yes |
| Audit & Recovery Services |
ACS Unclaimed Property Clearinghouse |
07/1/07 to 06/30/10 |
no |
| Audit & Recovery Services |
Audit Services Ltd |
07/1/07 to 06/30/10 |
no |
| Underwriting Services |
Citigroup Global Markets Inc |
2009 |
no |
| Investment Management |
TBD |
|
|
| Database Management |
Wagers & Associates, Inc. |
07/1/08 to 06/30/09 |
yes |
| Securities Custody Services |
ACS Unclaimed Property Clearinghouse |
10/01/08 to 09/30/09 |
yes |
| Banking Services |
T.D. Banknorth |
01/01/09 to 12/31/09 |
yes |
| Financial Literacy Education |
Jobs for Maine’s Graduates
Junior Achievement of Maine
Institute for Financial Literacy
The University of Maine
Maine Centers for Women, Work and Community
Oxford Federal Credit Union
Maine Highlands Federal Credit Union
Susan Curtis Foundation
SIFMA Foundation for Investor Education |
3/17/09 to 12/1/09 |
no |
| Investment Consultant |
PFM Asset Management |
5/1/08 to 4/30/11 |
yes |
| Debt Management Financial Advisor |
PFM Asset Management |
12/1/08 to 12/1/11 |
yes |
| Cash Flow Lending Services |
TBD |
July 2009 - 6/30/10 |
yes |
Related Links
Division of Purchases http://www.maine.gov/purchases/
