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

TitleCSM24-005A RFP Investment Consulting Services for the College of Southern MarylandIDBPM042768Alternate IDLot #1Round #4StatusOpen[imp]OpenClosedResponses OpenedApprovedDraftDue / Close Date (EST)Due / Close Date (EST)Solicitation TypePublic NoticePublic 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 / BuyerMichelle MORSELLSee AllEmailSolicitation SummaryThe 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 CSM 24-005: 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 Any Proposals may be withdrawn prior to the Proposal’s submittal date and time; however, all Proposals are considered final after the date and time for receipt of Proposals. Final Proposals may not be withdrawn, or canceled, for a period of 120 days after the time and date designated for receipt of final Proposals. 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 (%)