Description
The Maryland State Retirement Agency (SRA) is seeking a qualified consulting firm to provide non‑discretionary private‑market investment consulting services—including private equity, private credit, private infrastructure, and private real assets (excluding real estate)—to the State’s retirement and pension system. The contractor will support the Chief Investment Officer and Investment Division with strategy development, portfolio risk monitoring, cash‑flow modeling, annual investment planning, and ad‑hoc research and presentations to the Investment Committee and Board of Trustees. The contract is a five‑year award (with two optional one‑year extensions) and requires the consultant to have at least five years of experience delivering similar services to public or private pension funds with a combined AUA of $1 billion or more. The solicitation includes technical and financial proposal components, mandatory affidavits, and compliance with Maryland procurement regulations.
• Scope: strategic private‑market consulting, reporting/analysis, cash‑flow modeling, annual plan preparation, presentation support, and related advisory services.
• Minimum qualifications: prior work for ≥5 pension‑type clients, $1 B+ AUA, no bankruptcy or regulatory sanctions.
• Contract term: 5 years (possible 2 × 1‑year renewals).
• Submission deadline: 5:00 PM EST, 15 Dec 2026; questions due by 5:00 PM EST, 20 Nov 2026.
• No pre‑proposal conference or site visit required.
• Primary contact: Procurement Officer Robert Burd (phone (410) 625‑5571, email [email protected]).