How to bid on Investment Consulting Services for Michigan's Technology, Management and Budget

What the agency is buying

The State of Michigan's Technology, Management and Budget agency is seeking proposals for investment consulting services. This contract will cover consulting related to cash, securities, and bonding.

This is an opportunity for firms specializing in financial advisory and investment strategy to work with a state government agency.

Key dates and deadlines

This Request for Proposals (RFP) was published on July 16, 2026. The deadline for submitting your proposal is August 19, 2026, at 3:00 PM ET. All proposals must be submitted by this time.

It is important to submit your response well before the deadline to avoid any last-minute technical issues.

Who this opportunity suits

This opportunity is suitable for professional services firms with expertise in investment consulting, particularly those with experience in advising on cash management, securities, and bonding services. Firms with a background in financial consulting for government entities may find this especially relevant.

The solicitation is categorized under professional services, specifically for cash, securities, and bonding services.

How to respond

To access the full details and submit your proposal, you will need to use the Michigan SIGMA Vendor Self Service portal. The solicitation number is RFP-171-260000002293-1.

First, go to the Michigan SIGMA Vendor Self Service portal. Then, click on "View Published Solicitations" and search for the solicitation number. You can view the details and the nine posted documents without an account. To download documents or submit your response, you will need to register a free vendor account on the portal and follow the submission instructions provided in the solicitation.

Tips for preparing a competitive response

Carefully review all nine documents posted with the solicitation to fully understand the scope of work and requirements. Pay close attention to any specific instructions for proposal format, content, and submission.

Clearly articulate your firm's experience and expertise in investment consulting, especially as it relates to cash, securities, and bonding. Highlight any past experience with government clients or similar large-scale financial advisory projects. Ensure your proposal directly addresses all evaluation criteria mentioned in the RFP.

Consider contacting the buyer, Adam Ashley, at [email protected] or 517-855-1376, if you have questions about the solicitation. This can help you clarify requirements and ensure your proposal is fully compliant.