Track open bid opportunities, contracts, public meetings, and key contacts for Pennsylvania Department of the Treasury.
Key metrics and characteristics
City
The city where this buyer is located.
Harrisburg
County
The county where this buyer is located.
Dauphin
Address
Physical address of this buyer.
129 Finance Building
Phone Number
Contact phone number for this buyer.
(717) 787-2465
Zip Code
Postal code for this buyer's location.
17120
Propensity to Spend
How likely this buyer is to spend on new technology based on operating budget trends.
AI Adoption Score
How likely this buyer is to adopt new AI technologies.
Startup Friendliness
How often this buyer champions startups and early adoption.
Latest Budget Year
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Operating Budget
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Includes fiscal year calendars, procurement complexity scores, and strategic insights.
Track vendor wins and renewal opportunities
This agreement outlines the terms and conditions for the State of Pennsylvania's participation in the States' Unclaimed Retirement Clearing House (SURCH), managed by the National Association of State Treasurers Foundation, Inc. (NAST). NAST will provide a system and administrative services for collecting and remitting unclaimed retirement distributions to the State, utilizing a SURCH Administrator and a Third-Party Banking Custodian. The State will pay NAST a fee of 8% of the gross amount of distributions reported and remitted. The agreement is for an initial term of three years, effective from April 9, 2025, with an option for extension.
This document is the Second Amendment to the Investment Management Agreement, originally dated February 10, 2023, between the Commonwealth of Pennsylvania, Treasury Department and State Street Global Advisors Trust Company. Effective July 1, 2024, this amendment replaces Appendix A with new Investment Guidelines for the FTSE Developed Core Infrastructure 50/50 Index, detailing investment objectives, eligible and forbidden assets, and performance tracking. It also replaces Appendix B with a revised OPEB Fund Account Fee Schedule, outlining annual management fee rates (9 basis points for FTSE Developed Core Infrastructure 50/50 Index and 1.5 basis points for Bloomberg Barclays US Aggregate Bond Index), fee calculation methods, pricing protection, and payment terms.
This Consulting Agreement, effective September 11, 2023, is between the Pennsylvania Treasury Department and The Spaulding Group (TSG) for establishing GIPS Standards for Asset Owners. The agreement has a term of five years and incorporates TSG's proposal detailing GIPS consulting, planning sessions, and verification services. Specific fees are outlined for initial and annual services, but no single total contract amount is provided. The contract includes provisions for confidentiality, work product ownership by Treasury, and is governed by Pennsylvania law.
This Investment Advisor Agreement is between the Commonwealth of Pennsylvania Treasury Department and Thomas Mill Advisors, LLC. The Advisor is engaged to provide investment management advice, analysis, and cost-saving proposals for various state funds, including Insurance Funds and retirement system funds, acting in a fiduciary capacity. The agreement outlines the scope of services, standard of performance, confidentiality, and compensation, which is a monthly fee of $12,000. The initial term is from September 1, 2025, to August 31, 2026, with options for two successive one-year renewals.
This letter agreement, dated February 21, 2024, is between Ullico Investment Advisors, Inc. (and its General Partner, UIF GP, LLC) and the Commonwealth of Pennsylvania Treasury Department. It serves to clarify and modify terms related to the Investor's participation in Ullico Infrastructure Taxable Fund, L.P., supplementing a Subscription Agreement and an Amended and Restated Limited Partnership Agreement from January 1, 2020. The agreement includes a commitment target for the General Partner to identify at least $50 million in Pennsylvania Infrastructure Development Project investment opportunities within four years of the Investor's first capital call. It also details various terms and conditions, including indemnification, confidentiality, and reporting requirements using ILPA templates.
See expiring contracts, renewal timing, pricing history, and competitor awards, then sync the data to your CRM.
Expiring contracts, renewals, and award history
Competitor contract data and source files
Budget and spend signals to prioritize accounts
Board meetings and strategic plans from Pennsylvania Department of the Treasury
The Board of Finance and Revenue meeting covered several key areas. Reports were presented on petitions filed, liquid fuels tax refunds, commonwealth depositories, and depository bank ratings. Right to Know requests were addressed, and a resolution was established to determine the interest rate to be paid by depositories for the period of January 1, 2023, through June 30, 2023.
The Board of Finance and Revenue meeting will cover reports on petitions filed, liquid fuels tax refunds, commonwealth depositories, and depository bank ratings. The agenda also includes addressing right to know requests and establishing the interest rate to be paid by depositories. The meeting will review reports on petitions filed, resolved, and continued pending litigation for 2023, as well as a report on liquid fuels tax refunds paid from appropriations for fiscal year 2022-23. A resolution will be considered to establish the rate of interest to be paid by depositories for the period of January 1, 2024 through June 30, 2024.
Extracted from official board minutes, strategic plans, and video transcripts.
Public-sector contacts connected to Pennsylvania Department of the Treasury.
Native sync to Salesforce and HubSpot
Track Pennsylvania Department of the Treasury meetings, strategic plans, and budget discussions before the public bid appears.
Early signals from meeting minutes and plans
Vendor mentions and competitor tracking
Decision timeline from discussion to RFP
Quotable insights from buyer leadership
