State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001
| Agency: |
State Government of Maryland |
| State: |
Maryland |
| Type of Government: |
State & Local |
| NAICS Category: |
- 541611 - Administrative Management and General Management Consulting Services
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| Posted Date: |
Apr 20, 2026 |
| Due Date: |
Jun 17, 2026 |
| Solicitation No: |
BPM056579 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Description
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ID:
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BPM056579
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Title:
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State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001
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Status:
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Open
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Due / Close Date:
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6/17/2026
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Publish Date:
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4/20/2026 2:08:36 PM
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Main Category:
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Financial and Insurance Services
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Solicitation Type:
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RFP: Double Envelope Proposal
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Issuing Agency:
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Treasurer's Office
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Title
State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001
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Alternate ID
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Solicitation Type
RFP: Double Envelope Proposal
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Main Category
Financial and Insurance Services
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Procurement Officer / Buyer
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Email
thawkins@treasurer.state.md.us
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Solicitation Summary
The purpose of this solicitation is to provide investment advisory services to assist in the administration of the Maryland College Prepaid Trust (MPCT), Maryland College Investment Plan (MCIP), Maryland ABLE (ABLE) plans, the Maryland Local Investment Pool (MLGIP) and the State’s General Fund portfolio.
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Additional Instructions
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Project Cost Class
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Pre-Bid Conference Information
Pre-Bid Conference Date (EST)
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Pre-Bid Conference Details
A pre-proposal conference may be held as indicated on the Key Information Summary. Offerors are highly encouraged to attend. All interested Offerors must RSVP to Procurement Officer, Kris Chewlin at kchewlin@treasurer.state.md.us by 4:00 PM ET, April 30, 2026. Only those who RSVP by the deadline will receive the meeting invitation.
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Small Business Reserve Designation
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Procurement Program Participation Goals
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VSBE Participation (%)
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MBE Participation (%)
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African American MBE Participation (%)
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Asian American MBE Participation (%)
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Hispanic American MBE Participation (%)
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Women-Owned MBE Participation (%)
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DBE Participation (%)
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SBE Participation (%)
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Socio Economic Participation Criteria
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Procurement Officer / Buyer
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Alternate Link
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Title
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Type
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Att.
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Last Modified on UTC-4
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Creation Date UTC-4
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Validity End Date
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Financial Proposal Form
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Technical Documents (Approved)
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4/20/2026 2:01:26 PM
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4/20/2026 2:01:26 PM
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Exhibit 2
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Attachments & Appendixes (Approved)
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4/20/2026 1:59:23 PM
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4/20/2026 1:59:23 PM
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Attachment 2
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Attachments & Appendixes (Approved)
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4/20/2026 1:54:20 PM
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4/20/2026 1:54:20 PM
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Attachment 1
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Attachments & Appendixes (Approved)
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4/20/2026 1:52:05 PM
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4/20/2026 1:52:05 PM
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Appendix 8
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Attachments & Appendixes (Approved)
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4/20/2026 1:50:55 PM
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4/20/2026 1:50:55 PM
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Appendix 6
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Attachments & Appendixes (Approved)
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4/20/2026 1:49:52 PM
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4/20/2026 1:49:52 PM
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Appendix 2
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Attachments & Appendixes (Approved)
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4/20/2026 1:48:07 PM
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4/20/2026 1:48:07 PM
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Appendix 1
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Attachments & Appendixes (Approved)
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4/20/2026 1:46:16 PM
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4/20/2026 1:46:16 PM
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RFP
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Specification Document (Approved)
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4/20/2026 1:44:11 PM
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4/20/2026 1:44:11 PM
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