Hangley Aronchick Segal Pudlin & Schiller at Pennsylvania Department of the Treasury

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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.

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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.

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This Investment Plan Services Agreement, effective July 3, 2023, and running until June 30, 2028, formalizes the arrangement between The Vanguard Group, Inc. and the Commonwealth of Pennsylvania Treasury Department. Vanguard is appointed to provide non-discretionary investment management services for the Pennsylvania Tuition Account Program's Investment Plan (IP). The agreement details Vanguard's and Treasury's respective responsibilities, fee structures based on percentages of assets under management and underlying fund expenses, and includes provisions for confidentiality, liability, indemnification, and termination conditions. The contract outlines the specific Vanguard portfolios and investments to be utilized.

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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.