Question 1

What types of agencies buy Investment Plans services?

Accepted Answer

Federal agencies across all departments procure Investment Plans services, including the Department of Defense, Department of Veterans Affairs, General Services Administration, and civilian agencies. State and local governments also issue Investment Plans contracts through their own procurement portals.

Question 2

How do I find Investment Plans contracts with SamSearch?

Accepted Answer

Use SamSearch to browse pre-classified opportunities in one place, with AI-powered filtering by agency, set-aside, and deadline.

Question 3

Are there set-aside contracts for small businesses in Investment Plans?

Accepted Answer

Yes. Many Investment Plans contracts are set aside for small businesses, including 8(a), WOSB, SDVOSB, and HUBZone firms. Use SamSearch's set-aside filters to find contracts your business qualifies for.

Question 4

How competitive are Investment Plans government contracts?

Accepted Answer

Competition varies by contract size and type. Large IDIQ vehicles in Investment Plans can attract dozens of bidders, while small open-market solicitations may have only a few. Monitoring active solicitations and building agency relationships early improves win rates.

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Investment Plans Government Contracts

State Treasurer's Office/Maryland 529 (STO/MD529) Request for Proposals (RFP) For Investment Advisor RFP# MD529-FY27-001

Investment Plans Government Contracts — FAQ