SMCM Foundation RFP for Investment Services

Agency: State Government of Maryland
State: Maryland
Type of Government: State & Local
NAICS Category:
  • 238110 - Poured Concrete Foundation and Structure Contractors
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Mar 19, 2025
Due Date: Apr 25, 2025
Solicitation No: BPM049194
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Bid Documents: Please Login to View Page

Description

ID: BPM049194
Title: SMCM Foundation RFP for Investment Services
Status: Open
Due / Close Date: 4/25/2025
Publish Date: 3/19/2025 4:44:05 PM
Main Category: Banking and investment
Solicitation Type: RFP: Double Envelope Proposal
Issuing Agency: Saint Mary's College of Maryland

Solicitation Summary
Title
SMCM Foundation RFP for Investment Services
ID
BPM049194
Alternate ID
Lot #
1
Round #
2
Status
Open
Due / Close Date (EST)
Apr 25 2025 5:00PM
Due / Close Date (EST)
Apr 25 2025 5:00PM
Solicitation Type
RFP: Double Envelope Proposal
Main Category
Banking and investment
Issuing Agency
Saint Mary's College of Maryland
Procurement Officer / Buyer
Darry GREEN
See All
Email
dlgreen@smcm.edu
Solicitation Summary

St. Mary’s College of Maryland’s Foundation, Inc. (“the Foundation”) seeks the services of a qualified firm to provide investment advisory services for the Foundation’s designated investments. The firm selected will manage the investment assets and provide other financial advisory services to the Foundation’s portfolio.

Additional Instructions
Project Cost Class
Pre-Bid Conference Information
Pre-Bid Conference Date (EST)
Pre-Bid Conference Details
Small Business Reserve Designation
No

Procurement Program Participation Goals

VSBE Participation (%)
MBE Participation (%)
African American MBE Participation (%)
Asian American MBE Participation (%)
Hispanic American MBE Participation (%)
Women-Owned MBE Participation (%)
DBE Participation (%)
SBE Participation (%)
Socio Economic Participation Criteria
Attachments
RFx Documents for SMCM Foundation RFP for Investment Services (BPM049194) - Lot : 1 / Round : 2
Title Type Att. Last Modified on UTC-4 Creation Date UTC-4 Validity End Date
SMCM Foundation Investment Services RFP No. SMCMF-25-BPM049194 Specification Document (Approved) 3/19/2025 4:40:41 PM 3/19/2025 4:40:39 PM
Attachment 1 - SMCM Foundation Investment Policy Attachments & Appendixes (Approved) 3/19/2025 2:02:27 PM
2 Result(s)
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