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.

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.

Financial Services (Due July 14, 2026)

Provides underwriting, servicing, compliance, and documentation for government-issued loans in Montpelier, Vermont.

Must provide loan underwriting, loan servicing, and financial product design advice
Must maintain duplicate project files of all loan applications and related documents
Must conduct credit analysis and review of financial information for applicants
Must provide loan agreements and close loans
Must collect loan repayments and deposit them in a dedicated account
Must provide quarterly and annual financial statements
Must attend Brownfields Advisory Committee and Executive Committee meetings
Must comply with all applicable federal and state regulations
Must submit an insurance certificate in compliance with State of Vermont Standard Contract and Grant Provisions
Must provide proof of registration with the Vermont Secretary of State
Must provide Federal Debarment/Suspension certification
Must provide State Debarment List certification

$50,000 – $200,000

RFP Issued: June 16th, 2026

Questions Due: June 30th, 2026

Proposals Due: July 14th, 2026

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

Additional decision-makers and their departments

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.

Financial Services

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