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Financial Services for Revolving Loan Fund Management

Overview


Financial, Legal, HR & Staffing
Montpelier, Vermont, United StatesPosted: June 25th, 2026Deadline: July 14th, 2026
Past Due

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SUMMARY


Seeking a vendor to manage a revolving loan fund, including credit analysis, file maintenance, borrower communications, and loan repayment collection for a government program in Montpelier, Vermont.

KEY REQUIREMENTS


TIMELINE


RFP Date Issued: June 16th, 2026

Questions Due: June 30th, 2026

Electronic Proposals Due: July 14th, 2026

QUESTION DEADLINE


June 30th, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Central Vermont Regional Planning Commission

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DESCRIPTION


The government authority located in Montpelier, Vermont seeks a vendor to provide comprehensive financial services associated with managing a revolving loan fund. Responsibilities include maintaining duplicate project files for all loan applications and related documents, as well as overseeing all associated transactions.

The selected vendor will be required to perform thorough credit analysis and review financial data for each eligible applicant. The provider must submit recommendations on the creditworthiness of proposed projects, advise on loan approval and structuring, and facilitate the collection of loan repayments from borrowers, ensuring all funds are deposited into a dedicated account. Additionally, the vendor must handle communications with borrowers regarding late fees or delinquent accounts.

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Frequently asked questions


When is the submission deadline?
This RFP closed on July 14, 2026 and is no longer accepting submissions.
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?
  • Financial services firm with expertise in government loan fund management
  • Experience performing credit analysis and loan structuring
  • Proven track record in handling loan file maintenance and collections
  • Familiarity with Vermont's government programs
  • Capacity to handle communication with borrowers and delinquency management

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