Maryland Procurement Portal #MD529-FY27-001

Maryland Treasurer's Office Solicits Investment Advisory Services for State Investment Plans

The Maryland Treasurer's Office is seeking a provider for investment advisory services to support the management of several state investment programs. - Government Buyer: - Maryland Treasurer's Office - Products/Services Requested: - Comprehensive investment advisory services for: - Maryland College Prepaid Trust (MPCT) - Maryland College Investment Plan (MCIP) - Maryland ABLE plans - Maryland Local Investment Pool (MLGIP) - State’s General Fund portfolio - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Unique or Notable Requirements: - Double envelope proposal process (technical and financial proposals submitted separately) - Mandatory pre-bid conference with RSVP required - Compliance with living wage requirements - Submission of economic benefit factors - Multiple attachments provided, including proposal forms and sample contracts

Description

This solicitation seeks investment advisory services to support the administration of several Maryland state investment plans including the Maryland College Prepaid Trust, Maryland College Investment Plan, Maryland ABLE plans, the Maryland Local Investment Pool, and the State's General Fund portfolio. The procurement is managed by the Maryland Treasurer's Office and involves a double envelope proposal process. A pre-bid conference is scheduled to encourage participation and clarify requirements. The deadline for proposal submission is June 17, 2026, at 1:00 PM EST.

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