Investment Management and Consulting

The State of Missouri, through the Office of Administration’s Division of Purchasing, is seeking investment management and consulting services on behalf of the State Treasurer’s Office under solicitation STATE 0000000480SL, with proposals due by July 29, 2026, at 2:00 PM Central Time. The contract, classified under NAICS code 523940, is structured as a Blanket Purchase Agreement with an initial term of two years and an option for two additional one-year renewals, during which pricing cannot exceed the original rates unless specified in Exhibit C. The services center on non-discretionary investment advisory functions with liquidity coordination as the core element, requiring adherence to the priorities of safety of principal, liquidity, and yield. The contractor must provide comprehensive support including market analysis, portfolio strategy, trade execution, risk management, compliance, operational coordination, and regular reporting under the direct oversight of the Treasurer or their designee, with all work performed in Missouri. Proposals must be submitted exclusively through MissouriBUYS in Microsoft Word, Excel, or PDF formats using the Microsoft Edge browser, and must include all mandatory exhibits such as the Proposal Signature Page, Pricing Page, Technical Proposal detailing methodology and team qualifications, Experience and Past Performance, Participation Commitment, and Business Compliance documentation including state tax compliance, business registration, work authorization, anti-discrimination certification, and conflict of interest disclosures. Contractors are required to comply with Missouri Sunshine Law and open records statutes, making all submitted materials and final contract documents publicly accessible. They must affirm they do not knowingly employ unauthorized aliens and must provide their E-Verify Company ID Number. Financial records must be maintained in accordance with GAAP or IFRS for five years after final payment or audit completion, with extended retention if litigation or investigation is pending. The contractor must carry adequate liability insurance naming the State of Missouri as an additional insured and provide proof before performance begins. Key personnel must include a government relationship manager with at least three years of experience, one primary investment manager with ten years of experience, and one support investment manager; substitutions of these individuals require prior written approval and must meet or exceed original qualifications. Evaluation is weighted toward technical proposal (150 points), experience and past performance (70 points), cost (40 points), and MBE/WBE participation (10 points), with additional bonus points available for Organization for the Blind and Service-Disabled Veteran Business Enterprises. Payment occurs monthly in arrears based on interest credited