Proxy Research And Voting Services

Agency: State Government of Pennsylvania
State: Pennsylvania
Type of Government: State & Local
NAICS Category:
  • 541330 - Engineering Services
  • 541519 - Other Computer Related Services
  • 541990 - All Other Professional, Scientific, and Technical Services
Posted Date: Mar 31, 2025
Due Date: Apr 28, 2025
Solicitation No: 2025-5
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Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

Description


General Information

Department for this solicitation:
Procurement

Date Prepared:

03/10/25
Types:
RFP

Advertisement Type:
Service Materials Service & Materials PW Construction Agency Construction Real Estate

Solicitation/Project#:
2025-5
Solicitation/Project Title:
Proxy Research and Voting Services

Description:
PSERS is soliciting proposals from qualified professional proxy advisory firms to assist with the monitoring, analysis, and execution of proxy voting. Offerors are expected to have strong knowledge of shareholder and management proposals, proxy voting, and related reporting that is supported by robust industry research and broad coverage of both domestic and international companies. PSERS is the administrator of a cost-sharing, multiple-employer, defined benefit retirement system established by the Commonwealth of Pennsylvania to provide pension benefits for employees of the public school system in the Commonwealth. PSERS’ funding policy provides for periodic member contributions at statutory rates and periodic employer contributions at actuarially determined rates that are sufficient to accumulate assets to pay defined benefits when due.

Department Information

Department/Agency:
Public School Employees' Retirement System
Delivery Location:

Statewide

County:

Statewide
Duration:

5 years

Contact Information

First Name:
Denise
Last Name:
Holliday

Phone Number:

(XXX-XXX-XXXX)
717-441-0018
Email:
deholliday@pa.gov

Solicitation Information

Bids must be received by the purchasing agency on the Solicitation Due Date no later than the Solicitation Due Time as set forth in the solicitation. Any conflict between the dates and/or times contained in the solicitation itself or its attachments and this advertisement shall be resolved in favor of the solicitation.


Solicitation Start Date:

03/31/25

Solicitation Due Date:

04/28/25
Solicitation Due Time:

1:00 PM

Solicitation Opening Date:

04/29/25
Solicitation Opening Time:

12:00 PM

Opening Location:

Psers Office

No. of Addendums:

0

Amended Date:
03/31/25
Related Solicitation Files

Original Files
Appendix A Proposal Cover Letter (No SDB-VBE).pdf
Appendix B BOP-1301_DomesticWorkforceUtilizationCertification_ServicesRFP.pdf
Appendix C IranFreeProcurementCertificationForm.pdf
Appendix D TradeSecret_ConfidentialPropertyInfoNotice.pdf
Appendix E BOP-2201 EO 2021-06 Worker Protection Form.pdf
APPENDIX F Cost Submittal.xlsx
PART VI Contract for Proxy Research and Voting Services.pdf
RFP 2025-5 Proxy Research and Voting Services (Final).pdf


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