Financial Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
RFP Issued: June 16th, 2026
Questions Due: June 30th, 2026
Proposals Due: July 14th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Central Vermont Regional Planning Commission
DESCRIPTION
A government authority in Montpelier, Vermont is seeking a vendor to provide comprehensive financial services. The selected vendor will be responsible for underwriting loan applications, recommending loan terms, and servicing loans to ensure timely repayment and regulatory compliance.
The scope of work includes maintaining duplicate project files and records of all loan applications, documents, and transactions. The vendor will also be tasked with preparing loan agreements, closing loans following review by relevant committees and legal counsel, and managing the collection of loan repayments. Additional responsibilities involve contacting borrowers regarding late payments or delinquencies and preparing quarterly and annual financial statements for the authority.
All parties interested in submitting questions must do so by June 30, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 14, 2026. Questions must be submitted by June 30, 2026.
- What is the budget for this RFP?
- Settle estimates the budget at $50,000 – $200,000. The issuer has not published an official figure.
- Who issued this RFP?
- It was issued by Central Vermont Regional Planning Commission. The work is located in Montpelier, Vermont, United States.
- Who is a good fit for this opportunity?
- Experienced financial services firm specializing in government or municipal lending
- Demonstrated ability in loan underwriting, management, and compliance
- Proven track record in preparing regulatory financial statements
- Familiarity with Vermont state and municipal financial requirements
- Capacity to maintain thorough documentation and project records
Analysis generated by Settle AI from the source RFP.
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