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Request for Proposals: Annual Financial Audit Services

Solicitation Number: MD529-FY23-002

RFP Issue Date: December 30, 2021

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

Procurement Officer: Vern Shird

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

vshird@maryland529.org

443.769.1039

Proposals are to be sent to: vshird@maryland529.org

Pre-Proposal Conference: Wednesday, January 19, 2022 at 10:00 AM Local Time

via Zoom Video Meeting (See Attachment A for directions and instructions.)

Questions Due Date and Time: Wednesday, February 2, 2022 at 2:00 PM Local Time

Proposal Due (Closing) Date and Time: Monday, February 7, 2022 at 2:00 PM Local Time

Click here to download the RFP

Click here to download the Financial Proposal

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

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Disclosure Statement

The Maryland Senator Edward J. Kasemeyer Prepaid College Trust and Maryland Senator Edward J. Kasemeyer College Investment Plan Disclosure Statements provide 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. Previously, the combined Prepaid College Trust and College Investment Plan Disclosure Statements and the Highlights Brochure were collectively referred to as the "Enrollment Kit." These individual Plan Disclosure Statements replace the Enrollment Kit as the offering materials for each plan as of 12/1/2021.

*Morningstar analysts reviewed 62 plans for its 2021 ratings (10/26/21), 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.

The Maryland Senator Edward J. Kasemeyer Prepaid College Trust and Maryland Senator Edward J. Kasemeyer College Investment Plan Disclosure Statements provide 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. Previously, the combined Prepaid College Trust and College Investment Plan Disclosure Statements and the Highlights Brochure were collectively referred to as the "Enrollment Kit." These individual Plan Disclosure Statements replace the Enrollment Kit as the offering materials for each plan as of 12/1/2021.

*Morningstar analysts reviewed 62 plans for its 2021 ratings (10/26/21), 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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