Glass, Lewis & Co., LLC at Pennsylvania Department of the Treasury

Effective: Oct 24, 2025

Expires: Unlock →

The Pennsylvania Treasury Department is extending its contract with Kelmar Associates, LLC for the identification and reporting of abandoned and unclaimed property. The extension is for two additional one-year periods, shifting the contract's expiration date from October 24, 2025, to October 24, 2027.

Effective: Jan 1, 2021

Expires: Unlock →

This document is a Fully Executed Purchase Order (No. 4300677633) between GLASS LEWIS AND COMPANY LLC and PSERS for Proxy Research/Voting Services (RFP 2020-5). The contract is effective from January 1, 2021, to December 31, 2025, with an original PO effective date of December 23, 2020. It details various services including US Meetings, Non US Meetings, US Ballots, Non US Ballots, Vote Disclosure Services, and Custom Policy Implementation, with annual line items for each year of the contract term. The total amount for all items across the entire contract period is $745,530.00. The document incorporates several riders, including standard terms and conditions, and the supplier's proposal, outlining the scope of work, payment terms, and other legal and operational requirements.

Effective: Oct 30, 2025

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This contract outlines an agreement between the Commonwealth of Pennsylvania, Pennsylvania Treasury Department, and Kroll Government Solutions (KGS) for data matching services. KGS will identify and validate current unclaimed property owner addresses for the Department's Money Match program by processing unclaimed property owner records. Compensation for KGS is set at twenty-five cents ($0.25) per record processed, with monthly invoicing. The contract emphasizes data security, confidentiality, and compliance with various state and federal laws, including detailed information security requirements outlined in an addendum. The agreement is effective for three years from the date of approval by the Office of Attorney General, with the possibility of two one-year extensions.

Effective: Jan 1, 2024

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This contract establishes an agreement between the Commonwealth of Pennsylvania, Treasury Department and Innovative Advocate Group, Inc. (IA Group) for the identification, collection, and delivery of abandoned and unclaimed property. IA Group is tasked with auditing holders for compliance with the Disposition of Abandoned and Unclaimed Property Act (DAUPA), collecting property, and remitting it to the Department. The contract details the scope of work, including requirements for commencement and conduct, securities valuation, delivery of property, enforcement, examination periods, and confidentiality. IA Group's compensation is based on a percentage (5% or 10%) of the property identified and delivered. The agreement also includes comprehensive provisions for records management, data security, physical security, and conflict of interest. The contract is effective upon approval by the Office of Attorney General for an initial term of three years, with potential extensions.