Adam Ashley is a government contact at Technology, Management and Budget. Adam is associated with 16 contracts. Activity spans Professional and Management Development Training, Portfolio Management and Investment Advice, and Other Management Consulting Services.
Person Profile
Contracting officer information and contact details
The State of Michigan, through the Department of Technology, Management, and Budget (DTMB), is seeking investment consulting services under solicitation RFP-171-260000002293-2, with proposals due by 3:00 PM Eastern Time on August 19, 2026. The contract will be awarded using a best-value trade-off approach, prioritizing technical merit over price, with a mandatory minimum technical score of 80 out of 100 points required for eligibility. Technical evaluation is weighted heavily toward vendor experience (40%), general requirements in the Statement of Work (30%), specific service sections (15%), and key personnel qualifications (15%). Non-technical considerations such as economic impact within Michigan, past performance with the state, and qualified disabled veteran-owned business status may influence the final award decision. The scope of work, detailed in Schedule A, requires the contractor to deliver comprehensive investment advisory services, including monthly, quarterly, and annual reporting, participation in up to four annual meetings, and strict adherence to performance benchmarks that trigger service level credits for missed deadlines. Performance is expected across various locations in Michigan, with contract administration led by Adam Ashley in Lansing and program oversight provided by Greg Parker in East Lansing.
Contractors must comply with extensive data security and operational requirements, including full alignment with FISMA and NIST SP 800-53 MOD controls, maintaining either FedRAMP authorization or an annual SSAE 18 SOC 2 Type II audit, and ensuring all state data is hosted exclusively within the continental United States using Uptime Institute Tier 3 certified facilities. Integration with Michigan’s MiLogin identity platform via SAML 2.0 or OIDC is mandatory, and all digital deliverables must meet WCAG 2.1 AA accessibility standards. Key personnel must be identified with detailed resumes, organizational charts must disclose all staff and subcontractors, and subcontractor agreements require full disclosure of scope, pricing, and prior relationships. Background checks, including NCIC fingerprinting, may be required for contractor staff, and all deliverables are considered works made for hire, transferring full ownership to the State. Pricing must be submitted via a standalone Excel file in Schedule B without populated values, and all proposals must be submitted electronically via the SIGMA VSS portal in native editable formats, with no exceptions accepted for late or improperly formatted submissions. The contract imposes strict financial accountability, including potential performance bonds, firm pricing with no automatic adjustments
The Michigan Department of Technology, Management and Budget (DTMB) is soliciting investment consulting services through RFP-171-260000002293-1, with proposals due by August 19, 2026, at 3:00 PM Eastern Time. The solicitation, posted on July 16, 2026, requires vendors to submit a comprehensive proposal through the SIGMA VSS portal, including mandatory documents such as the Statement of Work (Schedule A), Pricing (Schedule B), Service Level Agreement (Schedule D), Data Security Requirements (Schedule E), Key Personnel resumes, organizational charts, and a sample report. Proposals must be submitted in native editable formats like Word or Excel, with PDFs only allowed as supplements, and each file must not exceed 30 MB. Award will be based on best value, determined by a trade-off between technical merit and price, with no requirement to select the lowest bid. The technical evaluation is weighted toward vendor experience and prior performance (40 points), followed by the Statement of Work’s general requirements (30 points), other technical sections (15 points), and key personnel qualifications (15 points), totaling 100 points. Contract performance is expected to occur in Michigan, with services delivered to State facilities and all data hosted within the continental United States. Contractors must comply with stringent security standards, including NIST, FedRAMP, FISMA, PCI, and Michigan Digital Accessibility Standards, as well as integrate systems with the State’s MiLogin IAM platform using SAML 2.0 or OIDC. All key personnel must be disclosed with detailed resumes, time allocations, and employment status, and subcontractors must be fully reported with their roles and pricing. Background checks via NCIC fingerprinting may be required for personnel, and contractors must affirm compliance with Michigan labor laws, tax obligations, and prohibitions on engaging with Iran-linked entities or using convict labor. The State retains full ownership of all work products, and only authorized officials—Contract Administrator Adam Ashley and Program Manager Greg Parker—may approve contract modifications. Invoices must be submitted electronically to two treasury emails and payments processed via EFT, with no use of WAWF or IPP systems. Vendor certifications must be truthfully completed, including disclosures about labor violations, past contract defaults, and Michigan-specific socioeconomic designations such as GDBE or Disabled Veteran-Owned Business status, with fraudulent or false statements leading to disqualification or contract termination.
