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Invitation for Bid: Disclosure Statement Update Printing and Mailing

Procurement ID Number: MD529-FY2-007

IFB Issue Date: April 16, 2021

Issuing Office: Maryland 529 (MD529 or the "Agency")

Procurement Officer: Vern Shird, Maryland 529

Email: vshird@maryland529.org

Fax: (410) 333-2295

Office Phone: (443) 769-1039

Proposals are to be sent to:

Maryland 529

217 E. Redwood Street, Suite 1350, Baltimore, MD 21202

Attention: Vern Shird

Bid Submission Due: April 26, 2021 at 10:00 A.M. Local Time

Click here to download the IFB

Click here to download Exhibit C - Bid Proposal Affidavit

Click here to download Exhibit D - Small Procurement Contract

Click here to download Envelope Sample

Request for Proposals: Investment Adviser for Maryland 529

Solicitation Number: MD529-FY22-001

RFP Issue Date: March 31, 2021

RFP Issuing Office: Maryland 529 (MD529 or the "Agency")

Procurement Officer: Vern Shird, Maryland 529

Email: vshird@maryland529.org

Fax: (410) 333-2295

Office Phone: (443) 769-1039

Proposals are to be sent to:

Maryland 529

217 E. Redwood Street, Suite 1350, Baltimore, MD 21202

Attention: Vern Shird

Deadline for Receipt of Questions: May 10, 2021 at 2:00 P.M. Local Time

Proposal Due (Closing): May 14, 2021 at 2:00 P.M. Local Time

Oral Presentations: To be arranged, if needed

Tentative Contract Award: June 2021

Click here to download the RFP

For more information about the Maryland procurement process, please click here.

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Disclosure Statement

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 61 plans for its 2020 ratings (10/27/20), of which 11 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts organized their research around four key pillars: Process, People, Parent, and Price. Visit this site for additional information about Morningstar's methodology. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 61 plans for its 2020 ratings (10/27/20), of which 11 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts organized their research around four key pillars: Process, People, Parent, and Price. Visit this site for additional information about Morningstar's methodology. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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