Appendix 1 (1) (1).pdf

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Attached to
DATA ANALYTICS
Solicitation number
BPM059590
Issued by
Maryland

About this file

This file is an Appendix containing abbreviations and definitions effective July 2024 for an Invitation for Bids (IFB) or Request for Proposals (RFP) issued by the Maryland Department of Health (MDH) related to a data analytics contract opportunity. The document provides standardized terminology and acronym definitions to be applied throughout the solicitation documents, including terms such as Bid/Proposal, Bidder/Offeror, Contract, Contractor, and various system environments. Key definitions include roles such as the Procurement Officer (sole point of contact before contract award) and Contract Monitor (State representative responsible for contract administration), as well as critical compliance terms including Minority Business Enterprise (MBE) and Veteran-owned Small Business Enterprise (VSBE) certifications as defined under Maryland regulations. The appendix also establishes definitions for operational terms such as Notice to Proceed (NTP Date), Normal State Business Hours (8:00 a.m. to 5:00 p.m., Monday through Friday, excluding State holidays), Business Days, and Local Time (Eastern Time Zone).

The document further defines data security and privacy-related terms essential to the solicitation, including Sensitive Data, Protected Health Information (PHI), Personal Information (PI) or Personally Identifiable Information (PII), Data Breach, and Security Incidents. Additional technical environment definitions are provided for Production, Staging, and Virtual Desktop Infrastructure (VDI) systems. The appendix also clarifies governance structures such as the Program Management Office (PMO) for the MDH LTSSMaryland program and defines contract modification mechanisms including Task Orders and Work Orders. This standardized definitions document serves as a foundational reference ensuring consistent interpretation throughout all IFB/RFP solicitation materials and contract execution.

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Appendix 1. Abbreviations and Definitions Effective Date: July 2024

Appendix 1. Abbreviations and Definitions

For purposes of this IFB/RFP, the following abbreviations or terms have the meanings indicated below:

A. Bid/Proposal – The Bidder’s Bid or, as appropriate, either or both of the Offeror’s Technical or Financial Proposal.

B. Bid Package - The Bidder’s Bid or the Offeror’s Proposal and all required Attachments as identified in IFB/RFP Table A (Attachments and Documents Required with the

Bid/Attachments and Documents Required with Proposal). Any attachments not required will be labeled “Not Applicable” or “N/A” in Table A.

C. Bid/Proposal Price Form or Price Form - The Attachment B The Price Form that contains the prices bid by the Bidder or proposed by the Offeror.

D. Bidder/Offeror – An entity that submits a Bid or Proposal in response to this IFB/RFP.

E. Business Day(s) – The official working days of the week to include Monday through Friday.

Official working days excluding State Holidays (see definition of “Normal State Business

Hours” below).

F. COMAR – Code of Maryland Regulations available on-line at https://dsd.maryland.gov/Pages/COMARSearch.aspx

G. Contract – The Contract, in the form of Exhibit 2 hereto, to be awarded to the successful

Bidder pursuant to this IFB/RFP.

H. Contract Monitor – The State representative, or their documented designee, for this Contract who is primarily responsible for Contract administration functions, including, but not limited to, issuing written direction, invoice approval, monitoring this Contract to ensure compliance with the terms and conditions of the Contract, monitoring MBE and VSBE compliance, and achieving completion of the Contract on budget, on time, and within scope. The Contract

Monitor may authorize in writing one or more State representatives to act on behalf of the

Contract Monitor in the performance of the Contract Monitor’s responsibilities. The Contract

Monitor may be changed at any time by written notice to the Contractor.

I. Contractor – The selected Bidder/Offeror awarded a Contract by the State.

J. Contractor Personnel – Employees, agents and subcontractor’s employees and agents performing work for or at the direction of the Contractor under the terms of the Contract.

K. Data Breach – The unauthorized acquisition, use, modification or disclosure of State data, or other Sensitive Data.

L. Maryland Department of Health (MDH or the Department) – The State agency issuing this

RFP.

M. eMMA – eMaryland Marketplace Advantage; the State’s eProcurement system.

N. Invitation for Bids (IFB) – This Invitation for Bids issued by the Maryland Department of

Health with the Solicitation Number and date of issuance indicated in the Key Information

Summary Sheet, including any amendments and attachments thereto.

O. Key Personnel – All Contractor Personnel identified in the solicitation as such that are essential to the work being performed under the Contract.

https://dsd.maryland.gov/Pages/COMARSearch.aspx

Appendix 1. Abbreviations and Definitions Effective Date: July 2024

P. Local Time – Time in the Eastern Time Zone as observed by the State of Maryland. Unless otherwise specified, all stated times shall be Local Time, even if not expressly designated as such.

Q. Minority Business Enterprise (MBE) – Any legal entity certified as defined at COMAR

21.01.02.01B (54) which is certified by the Maryland Department of Transportation under

COMAR 21.11.03.

R. Normal State Business Hours - Normal State business hours are 8:00 a.m. – 5:00 p.m. Monday through Friday except State Holidays, which can be found at: www.dbm.maryland.gov – keyword: State Holidays.

S. Notice to Proceed (NTP) – A written notice from the Procurement Officer that work under the

Contract, project, Task Order or Work Order (as applicable) is to begin as of a specified date.

The NTP Date is the start date of work under the Contract, project, Task Order or Work Order.

Additional NTPs may be issued by either the Procurement Officer or the Contract Monitor regarding the start date for any service included within this solicitation with a delayed or non-specified implementation date.

T. NTP Date – The date specified in a NTP for work on Contract, project, Task Order or Work

Order to begin.

U. Personal Information (PI) or Personally Identifiable Information (PII) – As defined by statute under the State Government Article, Annotated Code of Maryland, Section 10-1301(c):

1) “Personal information” means an individual's first name or first initial and last name, personal mark, or unique biometric or genetic print or image, in combination with one or more of the following data elements:

i) a Social Security number;

ii) a driver's license number, state identification card number, or other individual identification number issued by a unit;

iii) a passport number or other identification number issued by the United

States government;

iv) an Individual Taxpayer Identification Number; or

v) a financial or other account number, a credit card number, or a debit card number that, in combination with any required security code, access code, or password, would permit access to an individual's account.

2) “Personal information” does not include a voter registration number.

V. Plan of Action and Milestones (POA&M) – A documented plan identifying deficiencies or findings, the corrective actions needed to resolve them, responsible parties, and scheduled completion milestones. The plan is subject to State review and acceptance as required by the

RFP and IT Supplemental.

W. Procurement Officer – As defined in COMAR21.01.02.01B.(67) and prior to the award of any

Contract, the sole point of contact in the State for purposes of this solicitation. After a

Contract award, the Procurement Officer has responsibilities as detailed in the Contract and is the only State representative who can authorize changes to the Contract. The Procurement

Officer may be changed at any time by written notice to the Contractor.

Appendix 1. Abbreviations and Definitions Effective Date: July 2024

X. Production – The live system environment used to conduct actual program operations, process transactions, and support authorized users, as distinguished from development, testing, and

Staging environments.

Y. Program Management Office (PMO) – The MDH LTSSMaryland Program Management

Office with which the Contractor coordinates project activities, issues, risks, changes, and project updates under the RFP.

Z. Protected Health Information (PHI) – Information that relates to the past, present, or future physical or mental health or condition of an individual; the provision of health care to an individual; or the past, present, or future payment for the provision of health care to an individual; and (i) that identifies the individual; or (ii) with respect to which there is a reasonable basis to believe the information can be used to identify the individual.

AA. Request for Proposals (RFP) – This Request for Proposals issued by the The Maryland

Department of Health (Department), with the Solicitation Number and date of issuance indicated in the Key Information Summary Sheet, including any amendments and attachments thereto.

BB. Security Incident – A violation or imminent threat of violation of computer security policies, Security Measures, acceptable use policies, or standard security practices. “Imminent threat of violation” is a situation in which the organization has a factual basis for believing that a specific incident is about to occur.

CC. Security or Security Measures – The technology, policy, and procedures that a) protects and b) controls access to networks, systems, and data.

DD. Sensitive Data - Means PII; PHI; other proprietary or confidential data as defined by the State, including but not limited to “personal information” under Md. Code Ann., Commercial Law §

14-3501(e) and Md. Code Ann., St. Govt. § 10-1301(c) and information not subject to disclosure under the Public Information Act, Title 4 of the General Provisions Article; and information about an individual that (1) can be used to distinguish or trace an individual‘s identity, such as name, social security number, date and place of birth, mother‘s maiden name, or biometric records; or (2) is linked or linkable to an individual, such as medical, educational, financial, and employment information.

EE. Staging – A non-production system environment used to validate and prepare application changes and releases before deployment to Production.

FF. State – The State of Maryland, including the agency that is issuing this solicitation and executing the awarded contract.

GG. Task Order– A subset of work requested through secondary competition and authorized by the

Contract Monitor performed under the general scope of this IFB/RFP, which is defined in advance of Contractor fulfillment, and which may not require a Contract Modification. Except as otherwise provided, any reference to the Contract shall be deemed to include reference to a

Task Order.

HH. Total Bid/Proposal Price - The Bidder’s bid price or evaluated bid price for goods and services in response to this solicitation or the Offeror’s financial proposal price or evaluated financial proposal price, included in Attachment B – Price Form Instructions.

II. Veteran-owned Small Business Enterprise (VSBE) – A business that is verified by the Center for Verification and Evaluation (CVE) of the United States Department of Veterans Affairs as a veteran-owned small business. See Code of Maryland Regulations (COMAR) 21.11.13.

Appendix 1. Abbreviations and Definitions Effective Date: July 2024

JJ. Virtual Desktop Infrastructure (VDI) – A Department-managed environment that provides authorized users with remote access to virtual desktops for secure access to State systems and application environments.

KK. Work Order A subset of work authorized by the Contract Monitor performed under the general scope of this IFB/RFP, which is defined in advance of Contractor fulfillment, and which may not require a Contract Modification. Except as otherwise provided, any reference to the Contract shall be deemed to include reference to a Work Order.

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