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Welcome

Thank you for visiting the Treasurer of State's website. It is my great honor to serve you as Indiana’s 55th Treasurer of State. 

As Chief Investment Officer for all 6.5 million Hoosiers, my charge is to wisely invest the state's funds in order to minimize the risk and maximize the interest earned. In doing this, we help to keep our taxes low and make Indiana a better place to grow a business and raise a family. 

I hope you find this website helpful but if you need additional information, please do not hesitate to contact my office. 

Sincerely,

Kelly M. Mitchell,
Indiana State Treasurer

REQUEST FOR INFORMATION FOR NEW INVESTMENT ACCOUNTING SYSTEM

The RFI document can be found here:  TOS Investment Accounting System RFI 19-01.pdf. If you have any questions, please direct them to Ryan Locke and Mike Frick through email at rlocke@tos.in.gov and mfrick@tos.in.gov.

This Request for Information (“RFI”) is being issued to solicit information from interested providers with respect to an Investment Accounting System for the Treasurer of State (hereinafter, “the State Entity”) as further described in this RFI. The State Entity seeks to evaluate replacing our internal Investment Accounting System with a new Investment Accounting System to possibly improve efficiencies, streamline processes, enhance performance analytics, provide better reporting, produce year-end GASB investment note disclosures, ensure investment policy statement compliance, and interface with the State Entity’s custodian, Bank of New York Mellon, as well as, the Bloomberg Financial System. The State Entity additionally seeks an understanding of all costs associated with adding and maintaining a new Investment Accounting System. The State Entity will use the information generated by this RFI in conjunction with other information available to the State Entity to determine if a solution exists that is in the best interests of the State Entity to fulfill this need.

This is not an Invitation to Bid or a Request for Proposal under the Indiana Procurement Code, I.C. 5-22. The State Entity creates no obligation, expressed or implied, by issuing this RFI or by receipt of any Responses submitted pursuant hereto. The award of any contract as a result of this RFI shall be at the sole discretion of the TOS Entities. Neither this RFI nor any Response submitted hereto are to be construed as legal offers.

This RFI seeks Responses from providers related to Investment Accounting Systems only and is not related to any other board, program, or entity related to the Office of the Indiana Treasurer of State.

Responses must be provided via email to dujasheway@tos.in.gov and mfrick@tos.in.gov later than 4:00pm (EDT) on Friday, April 5, 2019.

The RFI document can be found here:  TOS Investment Accounting System RFI 19-01.pdf. If you have any questions, please direct them to Ryan Locke and Mike Frick through email at rlocke@tos.in.gov and mfrick@tos.in.gov

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