Solicitation Title

Custodian Bank Services for MCPS Retirement System Trust

Board Approval Date

02/23/2023

Expiration Date

Buyer E-mail

Angela_S_Mcintosh-davis@mcpsmd.org

Description

The purpose of the Request for Proposal (RFP), on behalf of the Board of Education of Montgomery County, Maryland, Montgomery County Public Schools (MCPS) seeks proposals from qualified master trustee/custodian providers in five different capacities: custody services (stand-alone); benefit payment management (stand-alone); custody services and benefit payment management; custody services and portfolio analytics; lastly, custody services, benefit payment management, and portfolio analytics.

Bid/RFP Documents

• Custody - Appendix A RFP Questionnaire.docx  2022-01-31
• Custody - Appendix B Cost Proposal.pdf  2022-01-31
• Custody - Appendix C Contract.pdf  2022-01-31
• RFP_Attachment A_ Equal Opportunity Certification.pdf  2022-01-31
• RFP_Attachment B_Certification of Nonsegregated Facilities.pdf  2022-01-31
• RFP_Attachment C_Minority Business Enterprise.pdf  2022-01-31
• RFP_Attachment D_Non-Debarment Acknowledgement.pdf  2022-01-31
• 2019_03_01 MCPS General Contract Articles.pdf  2022-01-31
• MAPT Cooperative Rider Clause Final 2019 for solicitations.pdf  2022-01-31
• 1200.1 Erratum 1.pdf  2022-02-07
• 1200.1 Erratum 2.pdf  2022-02-21
• Division of Investments Custodian Bank RFP - FINAL 20220131.pdf  2022-01-31
• 2-23-23.pdf  02/24/2023
• QA 1200.1 2.21.22 final.pdf  2022-02-21