Attachment-N.-Legal-Action-Summary.pdf

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Attached to
HVAC Preventive Maintenance MSA- Annapolis
Solicitation number
BPM058107
Issued by
Maryland

About this file

This is a Legal Action Summary form for the State of Maryland, specifically for an HVAC Preventive Maintenance Master Service Agreement in Annapolis. The document serves as a standardized disclosure template, effective July 2024, requiring bidders and offerors to comprehensively report their litigation history and legal status. The form mandates disclosure across four primary categories: current legal actions or potential claims against the bidder, settled or closed legal actions or claims within the past five years, judgments rendered against the bidder within the past five years (including court name, case name, complaint number, and ruling details), and ongoing litigation where court-ordered non-disclosure restrictions apply (with judge name and court location).

The form provides checkbox options for bidders to indicate whether legal actions exist in each category, with designated space for detailed descriptions and supporting information. This disclosure requirement is integral to the procurement process, enabling the Maryland jurisdiction to assess bidder responsibility and conduct due diligence prior to contract award. Bidders must complete all sections accurately and thoroughly, as incomplete or misleading submissions may result in disqualification or contract termination. The Legal Action Summary represents a standard compliance document used to establish bidder eligibility and transparency in the state procurement process.

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Attachment N. Legal Action Summary effective date: July 2024

ATTACHMENT N. LEGAL ACTION SUMMARY

Solicitation Title:

Solicitation Number:

Name of Company/Firm (Bidder/Offeror):

Legal Action Summary. This summary shall include:

1. A statement as to whether there are any legal actions or potential claims against the Bidder and a brief description of any action;

2. A brief description of any settled or closed legal actions or claims against the Bidder over the past five (5) years;

3. A description of any judgments against the Bidder within the past five (5) years, including the court, case name, complaint number, and a brief description of the final ruling or determination;

and

4. In instances where litigation is ongoing and the Bidder has been directed not to disclose information by the court, provide the name of the judge and location of the court.

1. Check one of the following:

☐There are NO current legal actions or potential claims against the Bidder.

☐There ARE current legal actions or potential claims against the Bidder.

List of current legal actions or potential claims with brief descriptions.

2. Check one of the following:

☐There are NO settled or closed legal actions or claims within the past five (5) years against this Bidder.

☐There ARE settled or closed legal actions or claims within the past five (5) years against this Bidder.

List settled or closed legal actions or claims with brief descriptions.

Attachment N. Legal Action Summary effective date: July 2024

3. Check one of the following:

☐There are NO judgements within the past five (5) years against this Bidder.

☐There are judgments within the past five (5) years against this Bidder.

List of judgements, including the court, case name, complaint number, and a brief description of the final ruling or determination.

4. List of ongoing litigation where the Bidder has been directed not to disclose information by the court, provide the name of the judge and location of the court.

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