State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For...

Location:	Maryland
Posted:	Apr 20, 2026
Due:	Jun 17, 2026
Agency:	State Government of Maryland
Type of Government:	State & Local
Category:	71 - Furniture
Solicitation No:	BPM056579
Publication URL:	To access bid details, please log in.

ID:	BPM056579
Title:	State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001
Status:	Open
Due / Close Date:	6/17/2026
Publish Date:	4/20/2026 2:08:36 PM
Main Category:	Financial and Insurance Services
Solicitation Type:	RFP: Double Envelope Proposal
Issuing Agency:	Treasurer's Office

Solicitation Summary

Title

State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001

BPM056579

Alternate ID

Lot #

Round #

Status

Open

Due / Close Date (EST)

Jun 17 2026 1:00PM

Solicitation Type

RFP: Double Envelope Proposal

Main Category

Financial and Insurance Services

Issuing Agency

Treasurer's Office

Procurement Officer / Buyer

Tamaira HAWKINS

thawkins@treasurer.state.md.us

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.

Additional Instructions

Project Cost Class

Pre-Bid Conference Information

Pre-Bid Conference Date (EST) May 4 2026 2:00PM	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.

Small Business Reserve Designation

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

	Procurement Officer / Buyer Tamaira HAWKINS
Alternate Link

Attachments

Selected

Title	Type	Att.	Last Modified on UTC-4	Creation Date UTC-4	Validity End Date
Financial Proposal Form	Technical Documents (Approved)	Financial Proposal Form for MD529-FY27-001 Investment Advisor.xlsx	4/20/2026 2:01:26 PM	4/20/2026 2:01:26 PM
Exhibit 2	Attachments & Appendixes (Approved)	Exhibit 2 - Sample Contract.pdf	4/20/2026 1:59:23 PM	4/20/2026 1:59:23 PM
Attachment 2	Attachments & Appendixes (Approved)	Attachment-2.-Pre-Bid_-Pre-Proposal-Conference-Response-Form.pdf	4/20/2026 1:54:20 PM	4/20/2026 1:54:20 PM
Attachment 1	Attachments & Appendixes (Approved)	Attachment-1.-No-Bid_Proposal-Notice_Vendor-Feedback-Form-1-1.pdf	4/20/2026 1:52:05 PM	4/20/2026 1:52:05 PM
Appendix 8	Attachments & Appendixes (Approved)	Appendix-8.-Economic-Benefit-Factors-MD529-FY27-001-Investment Advisor.pdf	4/20/2026 1:50:55 PM	4/20/2026 1:50:55 PM
Appendix 6	Attachments & Appendixes (Approved)	Appendix-6.-MD529-FY27-001-Living-Wage-Requirements-Investment Advisor.dotx.pdf	4/20/2026 1:49:52 PM	4/20/2026 1:49:52 PM
Appendix 2	Attachments & Appendixes (Approved)	Appendix 2 - Price-Form-Instructions.pdf	4/20/2026 1:48:07 PM	4/20/2026 1:48:07 PM
Appendix 1	Attachments & Appendixes (Approved)	Appendix 1 - Abbrev-Definitions.pdf	4/20/2026 1:46:16 PM	4/20/2026 1:46:16 PM
RFP	Specification Document (Approved)	Final - MD529-FY27-001 MD529 Investment Advisor.pdf	4/20/2026 1:44:11 PM	4/20/2026 1:44:11 PM

9 Record(s)

State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001

See also