Maryland State Treasurer's Office - Investment Advisor Services - RFP MD529-FY27-001 (2026)
Maryland State Treasurer | State of MarylandState · Annapolis, MD- Due
- Jun 17, 2026
- Deadline passed
- Posted
- May 4, 2026
- Contract term
- 5 years
- Primary contact
- Kris Chewlin
- (410) 260-7000
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THE 30-SECOND BRIEF
The Maryland State Treasurer's Office, inclusive of Maryland 529, is seeking a firm to provide investment advisor services for various programs including the general fund, MLGIP, 529 plans, and ABLE program. The scope encompasses $40 billion in assets under management across internal and external portfolios, requiring monthly and quarterly reports, in-person meetings twice a year, and strategic guidance on fixed income and asset allocation. The contract term is five years running from January 1, 2027, to December 31, 2032, with two one-year renewal options. Proposals must be received by 1:00 p.m. Eastern on June 17, 2026, via eMMA, mail, or hand delivery. Questions are due by 2:00 p.m. Eastern on May 18, 2026.
Technical components, financial components
SUMMARY
The Maryland State Treasurer's Office, inclusive of Maryland 529, is seeking a firm to provide investment advisor services for various programs including the general fund, MLGIP, 529 plans, and ABLE program.
The scope encompasses $40 billion in assets under management across internal and external portfolios, requiring monthly and quarterly reports, in-person meetings twice a year, and strategic guidance on fixed income and asset allocation. The contract term is five years running from January 1, 2027, to December 31, 2032, with two one-year renewal options. Proposals must be received by 1:00 p.m. Eastern on June 17, 2026, via eMMA, mail, or hand delivery. Questions are due by 2:00 p.m. Eastern on May 18, 2026.
EVALUATION CRITERIA
Technical components, financial components
REQUIRED ATTACHMENTS
Volume I Technical Proposal, Volume II Financial Proposal
- Submit to
- eMMA / mail / hand delivery
- Duration
- 60 months
- Scope location
- Annapolis, MD
- Reported agency
- Maryland State Treasurer's Office
Questions about this RFP
How do I respond to this RFP from Maryland State Treasurer | State of Maryland?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 17, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: eMMA / mail / hand delivery. For questions, contact Kris Chewlin.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Maryland State Treasurer | State of Maryland in MD, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Kris Chewlin at (410) 260-7000. Questions and answers are typically shared with all prospective bidders.
Can I search RFPs like this in ChatGPT or Claude?
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical components, financial components" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Maryland State Treasurer | State of Maryland?
All active and historical solicitations from Maryland State Treasurer | State of Maryland are tracked and searchable. As a state agency, Maryland State Treasurer | State of Maryland regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Volume I Technical Proposal, Volume II Financial Proposal. Review the full document from Maryland State Treasurer | State of Maryland for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Annapolis, MD. Review the full solicitation for detailed scope requirements.