Financial Advisor Services

TitleFinancial Advisor ServicesIDBPM043116Alternate IDLot #1Round #2StatusOpen[imp]OpenClosedResponses OpenedApprovedDraftDue / Close Date (EST)Due / Close Date (EST)Solicitation TypeRFP: Double Envelope ProposalPublic NoticePORFPRequest for Information & PricingRequest for InformationRequest for QuoteTechnical Envelope (Multi-Step)RFR - CATS SpecificFinancial Envelope (Multi-Step)IFB: Invitation for BidIFB: Invitation for Bid (w/ Min Quals)Price OnlyRFP: Double Envelope ProposalTORFPCost breakdownRFP: Triple Envelope ProposalService purchase - Fixed FeeService purchase - T&MQuick QuoteMain CategoryIssuing AgencyProcurement Officer / BuyerCaitlin KOEHLERSee AllEmailSolicitation SummaryThe Maryland State Treasurer’s Office (“STO” or the “Office”) is responsible for coordinating the administrative activities related to the sale of State of Maryland general obligation bonds and other bonds, capital leases and public finance transactions as provided by law. The Office has also provided

financial advice relating to bonds and other forms of public finance to the Board of Public Works (the “Board”), the General Assembly and, upon request, to other State Agencies. The purpose of this RFP is to select a pool of financial advisors to assist the Office and, from time to time, the Board and other State agencies in carrying out these duties and to provide advisory services on a broad range of issues in the area of public finance, for the term of July 1st 2024 through June 30th 2027, with two two-year renewal options. It is the State’s intention to obtain services, as specified in this RFP, from a Contract(s) between the selected Offeror(s) and the State. The Office will award one or more contracts from this RFP. See RFP Section 4.9 (Award Basis) for more Contract award information. An Offeror, either directly or through its subcontractor(s), must be able to provide the services and meet the requirements requested in this solicitation and the successful Offeror (the Contractor) shall remain responsible for Contract performance regardless of subcontractor participation.Additional InstructionsProject Cost ClassPre-Bid Conference InformationPre-Bid Conference Date (EST)Pre-Bid Conference DetailsSmall Business Reserve DesignationNoYesNo Procurement Program Participation GoalsVSBE Participation (%)MBE Participation (%)African American MBE Participation (%)Asian American MBE Participation (%)Hispanic American MBE Participation (%)Women-Owned MBE Participation (%)DBE Participation (%)SBE Participation (%)