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 may issue a Request for Proposal (RFP) according to the guidelines set by the Division of Purchases. RFP information will be posted on this site as it becomes available. Some contracts may be extended beyond original expiration; generally 3 - one year extensions are possible.


Type of Contract Vendor Term
Audit & Recovery Services Xerox State & Local Solutions 07/01/10 to 06/30/15
Audit & Recovery Services Audit Services, U.S., LLC 07/01/10 to 06/30/15
Audit & Recovery Services Verus Financial, LLC 07/01/10 to 06/30/15
Banking Services US Bank 06/05/12 to 06/30/17
Branch Deposit & Merchant Services T.D. Banknorth 07/24/12 to 06/30/17
Bond Counsel Edwards Wildman 02/01/12 to 01/31/15
Custodian JP Morgan 01/01/12 to 12/31/15
Database Management Wagers & Associates, Inc. 07/01/12 to 06/30/16
Debt Management Financial Advisor PFM Asset Management 09/30/14 to 03/31/15
Electronic Payment Card US Bank 07/01/14 to 06/30/17
Investment Consultant PFM Asset Management 03/01/14 to 02/29/16
Securities Custody Services Xerox State & Local Solutions 01/01/12 to 12/31/15
BOI Security/Trust Safekeeping Services UBS Financial Services Inc. 09/05/14 to 09/04/15
Trusts Investments Key National Association 01/01/12 to 12/31/15
UP Web Claims Fast-Tracking (SS) Xerox State & Local Solutions 07/01/14 to 06/30/16



Related Links

Division of Purchases