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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 Date
Oct 24, 2025
Expires
Effective: Oct 24, 2025
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.
ActiveThis 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.
Effective Date
Jan 1, 2024
Expires
Effective: Jan 1, 2024
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.
ActiveThis document is a renewal Order Form between Glass Lewis and Pennsylvania Treasury for Viewpoint services, effective from November 6, 2024, to November 4, 2026. It outlines a one-time overage fee for the period of November 5, 2023, to November 4, 2024, and distinct annual fees for Year 1 (November 5, 2024, to November 4, 2025) and Year 2 (November 5, 2025, to November 4, 2026). The agreement also details service quantities, unit overage fees, and additional billing terms, all governed by a Master Services Agreement dated June 2, 2022.
Effective Date
Nov 6, 2024
Expires
Effective: Nov 6, 2024
This document is a renewal Order Form between Glass Lewis and Pennsylvania Treasury for Viewpoint services, effective from November 6, 2024, to November 4, 2026. It outlines a one-time overage fee for the period of November 5, 2023, to November 4, 2024, and distinct annual fees for Year 1 (November 5, 2024, to November 4, 2025) and Year 2 (November 5, 2025, to November 4, 2026). The agreement also details service quantities, unit overage fees, and additional billing terms, all governed by a Master Services Agreement dated June 2, 2022.
ActiveThis document comprises an initial engagement letter from May 10, 2018, and two subsequent amendments from March 18, 2019, and April 5, 2023, between Hangley Aronchick Segal Pudlin & Schiller (Firm) and the Pennsylvania Treasury. The original letter established legal representation for unclaimed property issues, detailing hourly rates for attorneys and legal assistants. The first amendment expanded the scope to include general legal matters and potential litigation. The second amendment introduced a specific hourly rate not exceeding $200.00 for paralegal services. The contract operates on an hourly billing model, with no fixed total amount, and includes standard terms and conditions regarding billing, payment, and termination. The contract ID is TRE19010.
Effective Date
May 10, 2018
Expires
Effective: May 10, 2018
This document comprises an initial engagement letter from May 10, 2018, and two subsequent amendments from March 18, 2019, and April 5, 2023, between Hangley Aronchick Segal Pudlin & Schiller (Firm) and the Pennsylvania Treasury. The original letter established legal representation for unclaimed property issues, detailing hourly rates for attorneys and legal assistants. The first amendment expanded the scope to include general legal matters and potential litigation. The second amendment introduced a specific hourly rate not exceeding $200.00 for paralegal services. The contract operates on an hourly billing model, with no fixed total amount, and includes standard terms and conditions regarding billing, payment, and termination. The contract ID is TRE19010.
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