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Procurement Opportunities

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Request for Proposals

Marketing and Public Relations Services

Solicitation Number: R60B9400001

RFP Issue Date: October 2, 2018

RFP Issuing Office: Maryland 529

Procurement Officer:
Anne Jewell, CPPB, Procurement Officer
Maryland State Treasurer’s Office
ajewell@treasurer.state.md.us
410-260-7903

Proposals are to be sent to:
Maryland State Treasurer’s Office
80 Calvert Street, Room 109
Annapolis, MD 21401
Attention: Anne Jewell, Procurement Officer

Pre-Proposal Conference: Tuesday, October 16, 2018 at 10:00 AM Local Time
Louis L. Goldstein Treasury Building
Assembly Room
80 Calvert Street
Annapolis, MD 21401
See Attachment A in RFP document for directions and instructions.

Questions Due Date and Time: Tuesday, October 30, 2018 4:00 PM Local Time

Click here to view Questions and Answers

Proposal Due (Closing) Date and Time: Thursday, November 8, 2018 by 2:00 PM Local Time

Offerors are reminded that a completed Feedback Form is requested if a no-proposal decision is made (see page ii).

Click here to download the RFP for Marketing and Public Relations Services

Click here to download Appendix B-1 Financial Proposal Form

Click here to download the transcript from the Pre-Proposal Conference.

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 62 plans for its 2018 ratings (10/30/18), of which 10 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts considered 5 factors: the plan’s strategy and investment process; the plan’s risk-adjusted performance; an assessment of the individuals managing the plan’s investment options; the stewardship practices of the plan’s administration and parent firm; and whether the plan’s investment options are a good value proposition compared with its peers. 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.

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 62 plans for its 2018 ratings (10/30/18), of which 10 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts considered 5 factors: the plan’s strategy and investment process; the plan’s risk-adjusted performance; an assessment of the individuals managing the plan’s investment options; the stewardship practices of the plan’s administration and parent firm; and whether the plan’s investment options are a good value proposition compared with its peers. 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.

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