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This Solicitation opportunity from Maryland was posted on March 4, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

CSM24-005 Investment Consulting Services for the College of Southern Maryland

Closed
BPM042718State & Local

Contract Overview

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The College of Southern Maryland is seeking proposals from qualified investment consulting firms to provide comprehensive advisory services across all asset classes and other related investment functions. Interested firms must submit seven copies of their proposals, including one original, clearly marked and sealed, to the designated procurement contact by April 29, 2024, at 11:00 a.m. local time. Proposals received after this deadline will not be considered, and submissions can be withdrawn prior to the deadline but become final afterward, remaining valid for 120 days. The contract, identified as Project CSM24-005, is managed under solicitation number BPM042718 and falls under NAICS code 541611, indicating a focus on administrative management and general management consulting services. The selected consultant will be expected to offer strategic guidance on investment management, covering a broad spectrum of asset classes and investment strategies tailored to the college’s financial goals. The contract is managed by Michelle Morsell, whose contact details are provided for inquiries. The project is located in Maryland, and the procurement process is overseen by the Maryland state agency, with further details accessible via the provided online link. This opportunity emphasizes the importance of timely, compliant proposal submission and the need for firms to demonstrate expertise in investment consulting services suitable for a higher education institution.

Documents

1

CSM24-005 Investment Consulting Services RFP

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Timeline

PhaseClosed
Posted

Solicitation

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Submission Closed

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Organization & Contact Information

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AgencyCollege of Southern Maryland
Contacts1 person available
OfficeN/A
Organization / AgencyCollege of Southern Maryland
Office AddressN/A
Contacts
Michelle MORSELL

Full Description

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The Board of Trustees of the College of Southern Maryland requests proposals to provide Investment Consulting Services to the college.  These services include but are not limited to provide a broad range of consulting services regarding all asset classes, and other investment services. Seven (7) copies of the Proposal (an original and six (6) copies) shall be submitted, signed, sealed, and endorsed “PROPOSAL– Project CSM24-005:  INVESTMENT CONSULTING SERVICES” to Joe Piccolo, Executive Director of Procurement, at the Procurement Department, BU Building (BU), Room 224, College of Southern Maryland, 8730 Mitchell Road, PO Box 910, La Plata, Maryland 20646.  Proposals will be received until April 29, 2024, not later than 11:00 a.m. Local Time.  Proposals received after the date and time designated for receipt of Proposals cannot be accepted and will be returned to the submitter unopened.  Any Proposals may be withdrawn prior to the Proposal’s submittal date and time; however, all Proposals are considered final after the date and time for receipt of Proposals.  Final Proposals may not be withdrawn, or canceled, for a period of 120 days after the time and date designated for receipt of final Proposals. 

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