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This contract includes 3 purchase orders from May 10, 2018 to May 10, 2018
| Buyer | Vendor | Issued Date | Quantity |
|---|---|---|---|
| Pennsylvania Department of the Treasury | Hangley Aronchick Segal Pudlin & Schiller | May 10, 2018 | |
| Pennsylvania Department of the Treasury | Hangley Aronchick Segal Pudlin & Schiller | May 10, 2018 | |
| Pennsylvania Department of the Treasury | Hangley Aronchick Segal Pudlin & Schiller | May 10, 2018 |
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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 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 Date
Oct 30, 2025
Expires
Effective: Oct 30, 2025
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.
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.
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