IFB_ON-CALL_MOVING_SERVICES_fm FORMS comp 2.pdf

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Individual MD|CTR012823-1
Contract number
CTR012823-1
Issued by
Maryland

About this file

This is a State of Maryland contract award package for statewide on-call moving services, contract number BPM029694/001IT821347. The awarded contractor is Walters Relocations, Inc., a Maryland-certified small business (MBE and MDOT certified) headquartered at 2001 Elgin Avenue, Baltimore, MD 21217. The contract is administered by the Department of General Services (DGS). The affidavits and documentation included cover various compliance certifications, including bid/proposal affidavits, living wage certifications, conflict of interest disclosures, contract affidavits, and small business qualifications.

The contract provides comprehensive moving and furniture management services on an on-call basis throughout Maryland. Services include relocation project planning, de-installation and reinstallation of modular furniture systems, furniture installation and reconfiguration, equipment relocation, packing and storage services, daily invoicing and activity reporting, and site cleanup. Walters Relocations operates a fleet of eight 24-foot trucks, vans, and forklifts, maintains three strategically located secure storage facilities totaling 18,000 square feet, and employs 40 full-time staff members. The contractor commits to living wage compliance, drug-free workplace policies, safety programs including routine drug testing for drivers, and quality control procedures with periodic customer satisfaction surveys. The company is qualified to perform work with sensitive equipment in medical and clinical laboratories and has completed major projects for state and federal agencies including the University of Maryland system, Baltimore City Schools, M&T Bank, and Maryland Stadium Authority.

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COI_WALTERS.pdf PDF
Acknowledgement of Amendments 1-2.pdf PDF
IFB ON-CALL MOVING SERVICES revised 11_22_22.pdf PDF
Amendment 1.docx DOCX document
Amendment 2.pdf PDF

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Attachment C – Bid/Proposal Affidavit Page C-1 effective date: October 24, 2017

Attachment C. Bid/Proposal Affidavit

A. AUTHORITY

I hereby affirm that I, ___________________________ (name of affiant) am the __________________________ (title) and duly authorized representative of __________________________________ (name of business entity) and that I possess the legal authority to make this affidavit on behalf of the business for which I am acting.

B. CERTIFICATION REGARDING COMMERCIAL NONDISCRIMINATION

The undersigned Bidder/Offeror hereby certifies and agrees that the following information is correct: In preparing its Bid/proposal on this project, the Bidder/Offeror has considered all Bid/proposals submitted from qualified, potential subcontractors and suppliers, and has not engaged in “discrimination” as defined in § 19-103 of the State Finance and Procurement Article of the Annotated Code of Maryland. “Discrimination” means any disadvantage, difference, distinction, or preference in the solicitation, selection, hiring, or commercial treatment of a vendor, subcontractor, or commercial customer on the basis of race, color, religion, ancestry, or national origin, sex, age, marital status, sexual orientation, sexual identity, genetic information or an individual’s refusal to submit to a genetic test or make available the results of a genetic test, disability, or any otherwise unlawful use of characteristics regarding the vendor’s, supplier’s, or commercial customer’s employees or owners. “Discrimination” also includes retaliating against any person or other entity for reporting any incident of “discrimination”. Without limiting any other provision of the solicitation on this project, it is understood that, if the certification is false, such false certification constitutes grounds for the State to reject the Bid/proposal submitted by the Bidder/Offeror on this project, and terminate any contract awarded based on the Bid/proposal. As part of its Bid/proposal, the Bidder/Offeror herewith submits a list of all instances within the past four (4) years where there has been a final adjudicated determination in a legal or administrative proceeding in the State of Maryland that the Bidder/Offeror discriminated against subcontractors, vendors, suppliers, or commercial customers, and a description of the status or resolution of that determination, including any remedial action taken. Bidder/Offeror agrees to comply in all respects with the State’s Commercial Nondiscrimination Policy as described under Title 19 of the State Finance and Procurement Article of the Annotated Code of Maryland.

B-1. CERTIFICATION REGARDING MINORITY BUSINESS ENTERPRISES.

The undersigned Bidder/Offeror hereby certifies and agrees that it has fully complied with the State Minority Business Enterprise Law, State Finance and Procurement Article, § 14-308(a)(2), Annotated Code of Maryland, which provides that, except as otherwise provided by law, a contractor may not identify a certified minority business enterprise in a Bid/proposal and:

(1) Fail to request, receive, or otherwise obtain authorization from the certified minority business enterprise to identify the certified minority bid/proposal;

(2) Fail to notify the certified minority business enterprise before execution of the contract of its inclusion in the Bid/proposal;

(3) Fail to use the certified minority business enterprise in the performance of the contract; or

(4) Pay the certified minority business enterprise solely for the use of its name in the Bid/proposal.

Without limiting any other provision of the solicitation on this project, it is understood that if the certification is false, such false certification constitutes grounds for the State to reject the

Raymond briggs VP of Sales Walters Relocations, Inc.

Attachment C – Bid/Proposal Affidavit Page C-2 effective date: October 24, 2017

Bid/proposal submitted by the Bidder/Offeror on this project, and terminate any contract awarded based on the Bid/proposal.

B-2. CERTIFICATION REGARDING VETERAN-OWNED SMALL BUSINESS

ENTERPRISES.

The undersigned Bidder/Offeror hereby certifies and agrees that it has fully complied with the State veteran-owned small business enterprise law, State Finance and Procurement Article, § 14-605, Annotated Code of Maryland, which provides that a person may not:

(1) Knowingly and with intent to defraud, fraudulently obtain, attempt to obtain, or aid another person in fraudulently obtaining or attempting to obtain public money, procurement contracts, or funds expended under a procurement contract to which the person is not entitled under this title;

(2) Knowingly and with intent to defraud, fraudulently represent participation of a veteran-owned small business enterprise in order to obtain or retain a Bid/proposal preference or a procurement contract;

(3) Willfully and knowingly make or subscribe to any statement, declaration, or other document that is fraudulent or false as to any material matter, whether or not that falsity or fraud is committed with the knowledge or consent of the person authorized or required to present the declaration, statement, or document;

(4) Willfully and knowingly aid, assist in, procure, counsel, or advise the preparation or presentation of a declaration, statement, or other document that is fraudulent or false as to any material matter, regardless of whether that falsity or fraud is committed with the knowledge or consent of the person authorized or required to present the declaration, statement, or document;

(5) Willfully and knowingly fail to file any declaration or notice with the unit that is required by COMAR 21.11.13; or

(6) Establish, knowingly aid in the establishment of, or exercise control over a business found to have violated a provision of § B-2(1) -(5) of this regulation.

C. AFFIRMATION REGARDING BRIBERY CONVICTIONS

I FURTHER AFFIRM THAT:

Neither I, nor to the best of my knowledge, information, and belief, the above business (as is defined in Section 16-101(b) of the State Finance and Procurement Article of the Annotated Code of Maryland), or any of its officers, directors, partners, controlling stockholders, or any of its employees directly involved in the business’s contracting activities including obtaining or performing contracts with public bodies has been convicted of, or has had probation before judgment imposed pursuant to Criminal Procedure Article, § 6-220, Annotated Code of Maryland, or has pleaded nolo contendere to a charge of, bribery, attempted bribery, or conspiracy to bribe in violation of Maryland law, or of the law of any other state or federal law, except as follows (indicate the reasons why the affirmation cannot be given and list any conviction, plea, or imposition of probation before judgment with the date, court, official or administrative body, the sentence or disposition, the name(s) of person(s) involved, and their current positions and responsibilities with the business):

Attachment C – Bid/Proposal Affidavit Page C-3 effective date: October 24, 2017

D. AFFIRMATION REGARDING OTHER CONVICTIONS

I FURTHER AFFIRM THAT:

Neither I, nor to the best of my knowledge, information, and belief, the above business, or any of its officers, directors, partners, controlling stockholders, or any of its employees directly involved in the business’s contracting activities including obtaining or performing contracts with public bodies, has:

(1) Been convicted under state or federal statute of:

(a) A criminal offense incident to obtaining, attempting to obtain, or performing a public or private contract; or

(b) Fraud, embezzlement, theft, forgery, falsification or destruction of records or receiving stolen property;

(2) Been convicted of any criminal violation of a state or federal antitrust statute;

(3) Been convicted under the provisions of Title 18 of the United States Code for violation of the Racketeer Influenced and Corrupt Organization Act, 18 U.S.C. § 1961 et seq., or the Mail Fraud Act, 18 U.S.C. § 1341 et seq., for acts in connection with the submission of Bids/Proposals for a public or private contract;

(4) Been convicted of a violation of the State Minority Business Enterprise Law, § 14-308 of the State Finance and Procurement Article of the Annotated Code of Maryland;

(5) Been convicted of a violation of § 11-205.1 of the State Finance and Procurement Article of the Annotated Code of Maryland;

(6) Been convicted of conspiracy to commit any act or omission that would constitute grounds for conviction or liability under any law or statute described in subsections (1)— (5) above;

(7) Been found civilly liable under a state or federal antitrust statute for acts or omissions in connection with the submission of Bids/Proposals for a public or private contract;

(8) Been found in a final adjudicated decision to have violated the Commercial Nondiscrimination Policy under Title 19 of the State Finance and Procurement Article of the Annotated Code of Maryland with regard to a public or private contract;

(9) Been convicted of a violation of one or more of the following provisions of the Internal Revenue Code:

(a) §7201, Attempt to Evade or Defeat Tax;

(b) §7203, Willful Failure to File Return, Supply Information, or Pay Tax,

(c) §7205, Fraudulent Withholding Exemption Certificate or Failure to Supply Information;

(d) §7206, Fraud and False Statements, or

(e) §7207 Fraudulent Returns, Statements, or Other Documents;

(10) Been convicted of a violation of 18 U.S.C. §286 Conspiracy to Defraud the Government with Respect to Claims, 18 U.S.C. §287, False, Fictitious, or Fraudulent Claims, or 18 U.S.C. §371, Conspiracy to Defraud the United States;

(11) Been convicted of a violation of the Tax-General Article, Title 13, Subtitle 7 or Subtitle 10, Annotated Code of Maryland;

(12) Been found to have willfully or knowingly violated State Prevailing Wage Laws as provided in the State Finance and Procurement Article, Title 17, Subtitle 2, Annotated Code of Maryland, if:

Attachment C – Bid/Proposal Affidavit Page C-4 effective date: October 24, 2017

(a) A court:

(i) Made the finding; and

(ii) Decision became final; or

(b) The finding was:

(i) Made in a contested case under the Maryland Administrative Procedure act; and

(ii) Not overturned on judicial review;

(13) Been found to have willfully or knowingly violated State Living Wage Laws as provided in the State Finance and Procurement Article, Title 18, Annotated Code of Maryland, if:

(a) A court:

(i) Made the finding; and

(ii) Decision became final; or

(b) The finding was:

(i) Made in a contested case under the Maryland Administrative Procedure act; and

(ii) Not overturned on judicial review;

(14) Been found to have willfully or knowingly violated the Labor and Employment Article, Title 3, Subtitles 3, 4, or 5, or Title 5, Annotated Code of Maryland, if:

(a) A court:

(i) Made the finding; and

(ii) Decision became final; or

(b) The finding was:

(i) Made in a contested case under the Maryland Administrative Procedure act; and

(ii) Not overturned on judicial review; or

(15) Admitted in writing or under oath, during the course of an official investigation or other proceedings, acts or omissions that would constitute grounds for conviction or liability under any law or statute described in §§ B and C and subsections D(1)—(14) above, except as follows (indicate reasons why the affirmations cannot be given, and list any conviction, plea, or imposition of probation before judgment with the date, court, official or administrative body, the sentence or disposition, the name(s) of the person(s) involved and their current positions and responsibilities with the business, and the status of any debarment):

E. AFFIRMATION REGARDING DEBARMENT

I FURTHER AFFIRM THAT:

Neither I, nor to the best of my knowledge, information, and belief, the above business, or any of its officers, directors, partners, controlling stockholders, or any of its employees directly involved in the business’s contracting activities, including obtaining or performing contracts with public bodies, has ever been suspended or debarred (including being issued a limited denial of participation) by any public entity, except as follows (list each debarment or suspension providing the dates of the suspension or debarment, the name of the public entity and the status of the proceedings, the

Attachment C – Bid/Proposal Affidavit Page C-5 effective date: October 24, 2017 name(s) of the person(s) involved and their current positions and responsibilities with the business, the grounds of the debarment or suspension, and the details of each person’s involvement in any activity that formed the grounds of the debarment or suspension).

F. AFFIRMATION REGARDING DEBARMENT OF RELATED ENTITIES

I FURTHER AFFIRM THAT:

(1) The business was not established and does not operate in a manner designed to evade the application of or defeat the purpose of debarment pursuant to Sections 16-101, et seq., of the State Finance and Procurement Article of the Annotated Code of Maryland; and

(2) The business is not a successor, assignee, subsidiary, or affiliate of a suspended or debarred business, except as follows (you must indicate the reasons why the affirmations cannot be given without qualification):

G. SUBCONTRACT AFFIRMATION

I FURTHER AFFIRM THAT:

Neither I, nor to the best of my knowledge, information, and belief, the above business, has knowingly entered into a contract with a public body under which a person debarred or suspended under Title 16 of the State Finance and Procurement Article of the Annotated Code of Maryland will provide, directly or indirectly, supplies, services, architectural services, construction related services, leases of real property, or construction.

H. AFFIRMATION REGARDING COLLUSION

I FURTHER AFFIRM THAT:

Neither I, nor to the best of my knowledge, information, and belief, the above business has:

(1) Agreed, conspired, connived, or colluded to produce a deceptive show of competition in the compilation of the accompanying Bid/proposal that is being submitted; or

(2) In any manner, directly or indirectly, entered into any agreement of any kind to fix the Bid/proposal price of the Bidder/Offeror or of any competitor, or otherwise taken any action in restraint of free competitive bidding in connection with the contract for which the accompanying Bid/proposal is submitted.

I. CERTIFICATION OF TAX PAYMENT

I FURTHER AFFIRM THAT:

Except as validly contested, the business has paid, or has arranged for payment of, all taxes due the State of Maryland and has filed all required returns and reports with the Comptroller of the Treasury, State Department of Assessments and Taxation, and Department of Labor, Licensing, and Regulation, as applicable, and will have paid all withholding taxes due the State of Maryland prior to final settlement.

J. CONTINGENT FEES

I FURTHER AFFIRM THAT:

Attachment C – Bid/Proposal Affidavit Page C-6 effective date: October 24, 2017

The business has not employed or retained any person, partnership, corporation, or other entity, other than a bona fide employee, bona fide agent, bona fide salesperson, or commercial selling agency working for the business, to solicit or secure the Contract, and that the business has not paid or agreed to pay any person, partnership, corporation, or other entity, other than a bona fide employee, bona fide agent, bona fide salesperson, or commercial selling agency, any fee or any other consideration contingent on the making of the Contract.

K. CERTIFICATION REGARDING INVESTMENTS IN IRAN

(1) The undersigned certifies that, in accordance with State Finance and Procurement Article, §17- 705, Annotated Code of Maryland:

(a) It is not identified on the list created by the Board of Public Works as a person engaging in investment activities in Iran as described in State Finance and Procurement Article, §17-702, Annotated Code of Maryland; and

(b) It is not engaging in investment activities in Iran as described in State Finance and Procurement Article, §17-702, Annotated Code of Maryland.

(2) The undersigned is unable to make the above certification regarding its investment activities in Iran due to the following activities:

L. CONFLICT MINERALS ORIGINATED IN THE DEMOCRATIC REPUBLIC OF

CONGO (FOR SUPPLIES AND SERVICES CONTRACTS)

I FURTHER AFFIRM THAT:

The business has complied with the provisions of State Finance and Procurement Article, §14-413, Annotated Code of Maryland governing proper disclosure of certain information regarding conflict minerals originating in the Democratic Republic of Congo or its neighboring countries as required by federal law.

M. PROHIBITING DISCRIMINATORY BOYCOTTS OF ISRAEL

I FURTHER AFFIRM THAT:

In preparing its bid/proposal on this project, the Bidder/Offeror has considered all bid/proposals submitted from qualified, potential subcontractors and suppliers, and has not, in the solicitation, selection, or commercial treatment of any subcontractor, vendor, or supplier, refused to transact or terminated business activities, or taken other actions intended to limit commercial relations, with a person or entity on the basis of Israeli national origin, or residence or incorporation in Israel and its territories. The Bidder/Offeror also has not retaliated against any person or other entity for reporting such refusal, termination, or commercially limiting actions. Without limiting any other provision of the solicitation for bid/proposals for this project, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for the State to reject the bid/proposal submitted by the Bidder/Offeror on this project, and terminate any contract awarded based on the bid/proposal.

N. I FURTHER AFFIRM THAT:

Any claims of environmental attributes made relating to a product or service included in the bid or bid/proposal are consistent with the Federal Trade Commission’s Guides for the Use of Environmental Marketing Claims as provided in 16 C.F.R. §260, that apply to claims about the environmental attributes of a product, package or service in connection with the marketing, offering for sale, or sale of such item or service.

Attachment C – Bid/Proposal Affidavit Page C-7 effective date: October 24, 2017

O. ACKNOWLEDGEMENT

I ACKNOWLEDGE THAT this Affidavit is to be furnished to the Procurement Officer and may be distributed to units of: (1) the State of Maryland; (2) counties or other subdivisions of the State of Maryland; (3) other states; and (4) the federal government. I further acknowledge that this Affidavit is subject to applicable laws of the United States and the State of Maryland, both criminal and civil, and that nothing in this Affidavit or any contract resulting from the submission of this Bid/proposal shall be construed to supersede, amend, modify or waive, on behalf of the State of Maryland, or any unit of the State of Maryland having jurisdiction, the exercise of any statutory right or remedy conferred by the Constitution and the laws of Maryland with respect to any misrepresentation made or any violation of the obligations, terms and covenants undertaken by the above business with respect to (1) this Affidavit, (2) the contract, and (3) other Affidavits comprising part of the contract.

I DO SOLEMNLY DECLARE AND AFFIRM UNDER THE PENALTIES OF PERJURY THAT

THE CONTENTS OF THIS AFFIDAVIT ARE TRUE AND CORRECT TO THE BEST OF MY

KNOWLEDGE, INFORMATION, AND BELIEF.

By:

Signature of Authorized Representative and Affiant

Printed Name:

Printed Name of Authorized Representative and Affiant

Title:

Title

Date:

Date

Raymond Briggs

VP of Sales

November 17, 2022

Attachment F – Living Wage Affidavit Page F-1 effective date: April 17, 2018

Attachment F. Maryland Living Wage Affidavit of Agreement for Service Contracts

Contract No. _____________________________________

Name of Contractor: _________________________________

Address: ________________________________________

If the Contract Is Exempt from the Living Wage Law

The Undersigned, being an authorized representative of the above named Contractor, hereby affirms that the Contract is exempt from Maryland’s Living Wage Law for the following reasons (check all that apply):

Offeror is a nonprofit organization

Offeror is a public service company

Offeror employs 10 or fewer employees and the proposed contract value is less than $500,000

Offeror employs more than 10 employees and the proposed contract value is less than $100,000

If the Contract Is a Living Wage Contract

A. The Undersigned, being an authorized representative of the above-named Contractor, hereby affirms its commitment to comply with Title 18, State Finance and Procurement Article, Annotated Code of Maryland and, if required, submit all payroll reports to the Commissioner of Labor and Industry with regard to the above stated contract. The Offeror agrees to pay covered employees who are subject to living wage at least the living wage rate in effect at the time service is provided for hours spent on State contract activities, and ensure that its subcontractors who are not exempt also pay the required living wage rate to their covered employees who are subject to the living wage for hours spent on a State contract for services. The Contractor agrees to comply with, and ensure its subcontractors comply with, the rate requirements during the initial term of the contract and all subsequent renewal periods, including any increases in the wage rate established by the Commissioner of Labor and Industry, automatically upon the effective date of the revised wage rate.

B. _____________________(initial here if applicable) The Offeror affirms it has no covered employees for the following reasons: (check all that apply):

__ The employee(s) proposed to work on the contract will spend less than one-half of the employee’s time during any work week on the contract

Walters Reelocations, Inc.

2001 Elgin Avenue

Baltimore, MD 21217

BPM029694/001IT821347

0_ The employee(s) proposed to work on the contract is 17 years of age or younger during the duration of the contract; or

O_The employee(s) proposed to work on the contract will work less than 13 consecutive weeks on the State contract.

The Commissioner of Labor and Industry reserves the right to request payroll records and other data that the Commissioner deems sufficient to confirm these affirmations at any time.

Name of Authorized Representative: Raymond Briggs r

Signature of Authorized Representative: J? ,(>') ~ Date: I I-/ 7,,}o;,, ?- Title: VP of Sales

Witness Name (Typ~:d): 1-&\\i<c<,__ ~ \ ~ - \bc"'-)(...\u" WitnessSignatur~ ~ - ~ Date: //- /~-~a

SUBMIT THIS AFFIDAVIT WITH BID/PROPOSAL

Attachmen.t F - Living Wage Affidavit Page F-2 effective date: April 17, 2018

Attachment H – Conflict of Interest Affidavit Page H-1 effective date: April 17, 2018

Attachment H. Conflict of Interest Affidavit and Disclosure

Reference COMAR 21.05.08.08

A. “Conflict of interest” means that because of other activities or relationships with other persons, a person is unable or potentially unable to render impartial assistance or advice to the State, or the person’s objectivity in performing the contract work is or might be otherwise impaired, or a person has an unfair competitive advantage.

B. “Person” has the meaning stated in COMAR 21.01.02.01B (64) and includes a Offeror, Contractor, consultant, or subcontractor or sub-consultant at any tier, and also includes an employee or agent of any of them if the employee or agent has or will have the authority to control or supervise all or a portion of the work for which a Proposal is made.

C. The Offeror warrants that, except as disclosed in §D, below, there are no relevant facts or circumstances now giving rise or which could, in the future, give rise to a conflict of interest.

D. The following facts or circumstances give rise or could in the future give rise to a conflict of interest (explain in detail — attach additional sheets if necessary):

E. The Offeror agrees that if an actual or potential conflict of interest arises after the date of this affidavit, the Offeror shall immediately make a full disclosure in writing to the procurement officer of all relevant facts and circumstances. This disclosure shall include a description of actions which the Offeror has taken and proposes to take to avoid, mitigate, or neutralize the actual or potential conflict of interest. If the contract has been awarded and performance of the contract has begun, the Contractor shall continue performance until notified by the procurement officer of any contrary action to be taken.

I DO SOLEMNLY DECLARE AND AFFIRM UNDER THE PENALTIES OF PERJURY THAT THE

CONTENTS OF THIS AFFIDAVIT ARE TRUE AND CORRECT TO THE BEST OF MY

KNOWLEDGE, INFORMATION, AND BELIEF.

Date: ____________________ By: ______________________________________

(Authorized Representative and Affiant)

SUBMIT THIS AFFIDAVIT WITH BID/PROPOSAL

11/17/2022

Attachment N – Contract Affidavit Page N-1 effective date: September 30, 2020

Attachment N. Contract Affidavit

A. AUTHORITY

I hereby affirm that I, ________________________________ (name of affiant) am the __________________________________ (title) and duly authorized representative of __________________________________ (name of business entity) and that I possess the legal authority to make this affidavit on behalf of the business for which I am acting.

B. CERTIFICATION OF REGISTRATION OR QUALIFICATION WITH THE STATE

DEPARTMENT OF ASSESSMENTS AND TAXATION

I FURTHER AFFIRM THAT:

The business named above is a (check applicable box):

(1) Corporation - domestic or foreign;

(2) Limited Liability Company - domestic or foreign;

(3) Partnership - domestic or foreign;

(4) Statutory Trust - domestic or foreign;

(5) Sole Proprietorship.

and is registered or qualified as required under Maryland Law. I further affirm that the above business is in good standing both in Maryland and (IF APPLICABLE) in the jurisdiction where it is presently organized, and has filed all of its annual reports, together with filing fees, with the Maryland State Department of Assessments and Taxation. The name and address of its resident agent (IF APPLICABLE) filed with the State Department of Assessments and Taxation is:

Name and Department ID Number: __________________

Address: _______________________________ and that if it does business under a trade name, it has filed a certificate with the State Department of Assessments and Taxation that correctly identifies that true name and address of the principal or owner as:

Name and Department ID Number: _____________________________

Address: _______________________________

C. FINANCIAL DISCLOSURE AFFIRMATION

I FURTHER AFFIRM THAT:

I am aware of, and the above business will comply with, the provisions of State Finance and Procurement Article, §13-221, Annotated Code of Maryland, which require that every business that enters into contracts, leases, or other agreements with the State of Maryland or its agencies during a calendar year under which the business is to receive in the aggregate $200,000 or more shall, within 30 days of the time when the aggregate value of the contracts, leases, or other agreements reaches $200,000, file with the Secretary of State of Maryland certain specified information to include disclosure of beneficial ownership of the business.

D. POLITICAL CONTRIBUTION DISCLOSURE AFFIRMATION

I FURTHER AFFIRM THAT:

I am aware of, and the above business will comply with, Election Law Article, Title 14, Annotated Code of Maryland, which requires that every person that enters into a procurement contract with the State, a county, or a municipal corporation, or other political subdivision of the State, during a calendar year in which the person receives a contract with a governmental entity in the amount of

Raymond Briggs VP Sales Walters Relocations, Inc.

x

John Walters

2001 Elgin Ave, Baltimore, MD 21217

Attachment N – Contract Affidavit Page N-2 effective date: September 30, 2020

$200,000 or more, shall file with the State Board of Elections statements disclosing: (a) any contributions made during the reporting period to a candidate for elective office in any primary or general election; and (b) the name of each candidate to whom one or more contributions in a cumulative amount of $500 or more were made during the reporting period. The statement shall be filed with the State Board of Elections: (a) before execution of a contract by the State, a county, a municipal corporation, or other political subdivision of the State, and shall cover the 24 months prior to when a contract was awarded; and (b) if the contribution is made after the execution of a contract, then twice a year, throughout the contract term, on or before: (i) May 31, to cover the six (6) month period ending April 30; and (ii) November 30, to cover the six (6) month period ending October 31.

E. DRUG AND ALCOHOL FREE WORKPLACE

(Applicable to all contracts unless the contract is for a law enforcement agency and the agency head or the agency head’s designee has determined that application of COMAR 21.11.08 and this certification would be inappropriate in connection with the law enforcement agency's undercover operations.)

I CERTIFY THAT:

(1) Terms defined in COMAR 21.11.08 shall have the same meanings when used in this certification.

(2) By submission of its Proposal, the business, if other than an individual, certifies and agrees that, with respect to its employees to be employed under a contract resulting from this solicitation, the business shall:

(a) Maintain a workplace free of drug and alcohol abuse during the term of the contract;

(b) Publish a statement notifying its employees that the unlawful manufacture, distribution, dispensing, possession, or use of drugs, and the abuse of drugs or alcohol is prohibited in the business' workplace and specifying the actions that will be taken against employees for violation of these prohibitions;

(c) Prohibit its employees from working under the influence of drugs or alcohol;

(d) Not hire or assign to work on the contract anyone who the business knows, or in the exercise of due diligence should know, currently abuses drugs or alcohol and is not actively engaged in a bona fide drug or alcohol abuse assistance or rehabilitation program;

(e) Promptly inform the appropriate law enforcement agency of every drug-related crime that occurs in its workplace if the business has observed the violation or otherwise has reliable information that a violation has occurred;

(f) Establish drug and alcohol abuse awareness programs to inform its employees about:

(i) The dangers of drug and alcohol abuse in the workplace;

(ii) The business's policy of maintaining a drug and alcohol free workplace;

(iii) Any available drug and alcohol counseling, rehabilitation, and employee assistance programs; and

(iv) The penalties that may be imposed upon employees who abuse drugs and alcohol in the workplace;

(g) Provide all employees engaged in the performance of the contract with a copy of the statement required by §E(2)(b), above;

(h) Notify its employees in the statement required by §E(2)(b), above, that as a condition of continued employment on the contract, the employee shall:

(i) Abide by the terms of the statement; and

(ii) Notify the employer of any criminal drug or alcohol abuse conviction for an offense occurring in the workplace not later than 5 days after a conviction;

Attachment N – Contract Affidavit Page N-3 effective date: September 30, 2020

(i) Notify the procurement officer within 10 days after receiving notice under §E(2)(h)(ii), above, or otherwise receiving actual notice of a conviction;

(j) Within 30 days after receiving notice under §E(2)(h)(ii), above, or otherwise receiving actual notice of a conviction, impose either of the following sanctions or remedial measures on any employee who is convicted of a drug or alcohol abuse offense occurring in the workplace:

(i) Take appropriate personnel action against an employee, up to and including termination; or

(ii) Require an employee to satisfactorily participate in a bona fide drug or alcohol abuse assistance or rehabilitation program; and

(k) Make a good faith effort to maintain a drug and alcohol free workplace through implementation of §E(2)(a)—(j), above.

(3) If the business is an individual, the individual shall certify and agree as set forth in §E(4), below, that the individual shall not engage in the unlawful manufacture, distribution, dispensing, possession, or use of drugs or the abuse of drugs or alcohol in the performance of the contract.

(4) I acknowledge and agree that:

(a) The award of the contract is conditional upon compliance with COMAR 21.11.08 and this certification;

(b) The violation of the provisions of COMAR 21.11.08 or this certification shall be cause to suspend payments under, or terminate the contract for default under COMAR 21.07.01.11 or 21.07.03.15, as applicable; and

(c) The violation of the provisions of COMAR 21.11.08 or this certification in connection with the contract may, in the exercise of the discretion of the Board of Public Works, result in suspension and debarment of the business under COMAR 21.08.03.

F. CERTAIN AFFIRMATIONS VALID

I FURTHER AFFIRM THAT:

To the best of my knowledge, information, and belief, each of the affirmations, certifications, or acknowledgements contained in that certain Bid/Proposal Affidavit dated _____________________, and executed by me for the purpose of obtaining the contract to which this Exhibit is attached remains true and correct in all respects as if made as of the date of this Contract Affidavit and as if fully set forth herein.

I DO SOLEMNLY DECLARE AND AFFIRM UNDER THE PENALTIES OF PERJURY THAT

THE CONTENTS OF THIS AFFIDAVIT ARE TRUE AND CORRECT TO THE BEST OF MY

KNOWLEDGE, INFORMATION, AND BELIEF.

Date: _______________________

By: ________________________ (print name of Authorized Representative and Affiant)

_________________________________ (signature of Authorized Representative and Affiant)

Raymond Briggs

DGS Facilities Maintenance Rev 3/22/2022

ATTACHMENT P – SMALL BUSINESS CONTRACT AFFIDAVIT

This solicitation does not require a Small Business Contract Affidavit.

********** PROVIDING FALSE INFORMATION **********

Anyone providing false information to the State of Maryland in connection with obtaining or attempting to obtain a contract under Small Business Reserve or Preference procurement may be subject to the following:

1. A determination by a Procurement Officer that a bidder/offeror is not responsible;

2. A determination that a contract entered into is void or voidable under § 11-204 of the State Finance and

Procurement Article of the Annotated Code of Maryland;

3. Suspension and debarment under Title 16 of the State Finance and Procurement Article;

4. Criminal prosecution for procurement fraud (§ 11-205.1 of the State Finance and Procurement Article), perjury, or other crimes; and

5. Other actions permitted by law.

********** FAILURE TO MEET MINIMUM QUALIFICATIONS **********

Any Bidder or potential bidder failing to meet the qualifications of a "small business" specified in § 14-501(c) of the

State Finance and Procurement Article will be ineligible to participate in a procurement designated for a Small

Business Reserve under § 14-504 or Small Business Preference under § 14-206 - 207. Any person or company bidding on Small Business Reserve or Preference procurement and not qualifying as a small business under § 14-

501(c) will have its bid or offer rejected on the ground that the bidder is not responsible.

I AFFIRM THAT:

To the best of my knowledge, information, and belief, as of the date of submission of this Bid/Proposal, _________ (name of firm) meets the qualifications for certification as a Small Business in Maryland. I further affirm that, if for any reason during the term of the contract __________________ (name of firm) no longer meets the qualifications for certification as a Small Business in Maryland, I will notify the Procurement Officer within

30 days. I agree that a failure to so notify the Procurement Officer of this change in circumstances may result in this contract being terminated for default.

I DO SOLEMNLY DECLARE AND AFFIRM UNDER THE PENALTIES OF PERJURY THAT THE CONTENTS

OF THIS AFFIDAVIT ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE, INFORMATION,

AND BELIEF.

SMALL BUSINESS QUALIFICATION NUMBER: __________________

Date of Most Recent Qualification: __________________________________

DATE: _________________

BY: _____________________________________________________________

Signature (Authorized Representative and Affidavit)

(Submit with Bid)

Walters Relocations, Inc.

Walters Relocations, Inc.

SB21 014482

4/23/2022

ATTACHMENT S – COMPANY PROFILE

FAILURE TO FULLY ADDRESS ALL QUESTIONS MAY RENDER YOUR BID NON-RESPONSIVE.

THE BIDDER SHALL SUBMIT A MINIMUM OF THREE (3) REFERENCES THAT REFLECT A

MINIMUM OF THREE (3) COMPLETE AND CONSECUTIVE YEARS OF SUCCESSFUL SERVICE

PERFORMANCE WITHIN THE LAST TEN (10) YEARS COMPARABLE IN SCOPE, TYPE, SIZE,

MAGNITUDE, AND COMPLEXITY AS REQUIRED IN THE IFB.

Company Name:

Address:

City: State: Zip Code:

Federal ID No.:

Point of Contact: Email Address:

Phone No.: Fax No.:

Date of Incorporation:

Number of Years in Business under Present Name:

List Other/Former Names under which your Organization has Operated:

(If your company has been in operation for more than three years yet only registered in Maryland for less than that time, submit with your bid evidence of the formation for your company outside of Maryland)

Type of Organization (i.e., Corporation, Partnership, Individual, Joint Venture):

Information furnished in response to this questionnaire and any verification made by the DGS shall provide a basis for determining the responsibility of bidders. In the event that references are deemed insufficient by the DGS, the State reserves the right to determine the bidder as not responsible, which will cause the rejection of their bid.

Attach a copy of all current Licenses, Permits and Certificates as deemed appropriate and required by State, Federal and Local Laws.

The DGS reserves the right to request any other information and data for the purpose of determining the

STATEWIDE ON-CALL MOVING SERVICES

BPM029694/001IT821347

STATEWIDE

Walters Relocations, Inc.

2001 Elgin Ave

Baltimore MD 21217

52-1571089

Raymond Briggs rbriggs@waltersrelocations.com

410-462-2794 410-462-9026

May 1988

34 yrs

Corporation bidder’s ability to perform the contract.

List at least three (3) but no more than five (5) Company Clients for work similar in scope to the requirements of this

ITB. Please furnish all requested information. If more space is needed for type of service provided, please list on an additional sheet. All references must be reachable and willing to furnish information by email or telephone conversation. Please PRINT clearly.

#1. Company: Contact Person:

Address:

City:

State: Zip Code:

Phone No.:

Email Address for Contact Person:

Type of Contract: (Please Check Box) € Armed Uniformed Guard - Shift € Unarmed Uniformed Guard - Shift € Armed Uniformed Guard – 24/7/365 € Unarmed Uniformed Guard – 24/7/365

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other: ____________________________

Term of Contract: Start (Mth/Year)____________ End (Mth/Year)____________

Do not indicate “to the present”

Contract Value: $___________________

□ Annual □ Three years □ Other _________

Size (Sq. Footage) and describe the Type of Facility:

Please describe in detail the services that were provided:

#2. Company: Contact Person:

€ Armed Uniformed Guard - Shift € Unarmed Uniformed Guard - Shift € Armed Uniformed Guard – 24/7/365 € Unarmed Uniformed Guard – 24/7/365

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other: ____________________________

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other:_____________________________

Term of Contract: Start (Mth/Year)____________ End (Mth/Year)____________

Do not indicate “to the present”

Contract Value: $___________________

□ Annual □ Three years □ Other _________

MD Department of Human Services Shawn Caples

311 W. Saratoga St.

Baltimore MD 21201

410-808-7343 shawn.caple@maryland.gov

2/20 187,842.00 x

MD Think, Baltimore County Child Support, 1223 W. Pratt St DSS Offices, Dorchester Office Relocated DSS from 1223 W. Pratt St. Baltimore County Child

Suppot from Lutherville to Hunt Valley, Disassembled workstations for MD Think in Linthicum, MD to W. Saratoga St.

Relocation services Dorchester, MD dis/assemble High density filing systeem & workstations

M&T Bank Don Blady

1 Light St.

Baltimore MD 21202

716-341-3598 dblady@mtb.com

7/18 450,861.00 x

#3. Company: Contact Person:

€ Armed Uniformed Guard - Shift € Unarmed Uniformed Guard - Shift € Armed Uniformed Guard – 24/7/365

€ Unarmed Uniformed Guard – 24/7/365

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other:_____________________________

Term of Contract: Start (Mth/Year)____________ End (Mth/Year)____________

Do not indicate “to the present”

Contract Value: $___________________

□ Annual □ Three years □ Other _________

#4. Company: Contact Person:

€ Armed Uniformed Guard - Shift € Unarmed Uniformed Guard - Shift € Armed Uniformed Guard – 24/7/365 € Unarmed Uniformed Guard – 24/7/365

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other:______________________________

Term of Contract: Start (Mth/Year)____________ End (Mth/Year)____________

Do not indicate “to the present”

Contract Value: $___________________

□ Annual □ Three years □ Other _________

M&T Bank Baltimore Executive Headquarters 16 floors Disassemble and disposal of 420+ workstations

Removal of all paintings, wall boards, tvs, computers, printers. Relocations of staff office furniture, content Delivery of surplus furniture & equipment to Baltimore, MD and Cheektowga, NY warehouses.

Baltimore City Schools Blaine Lipski

200 E North Ave

Baltimore MD 21218

443-271-5348 blipski@baltimorecp.org

6/14 1,134,480.00 x

Various School Building

Move designated furniture, equipment and content from school to school and storage. Delivered PPE supplies

Housing Opportunity Commision Teajuana Graves

10400 Detrick Avenue

Kensington MD 20895-2484

9/17 362,754.00

Size (Sq. Footage) and describe the Type of Facility:

Please describe in detail the services that were provided:

#5. Company: Contact Person:

Address:

City: State: Zip Code:

Phone No.: Email Address for Contact Person:

Type of Contract: (Please Check Box) € Armed Uniformed Guard - Shift € Unarmed Uniformed Guard - Shift € Armed Uniformed Guard – 24/7/365 € Unarmed Uniformed Guard – 24/7/365

€ HVAC Maintenance € Elevator Maintenance € Janitorial Service € Pest Control

Other:______________________________

Term of Contract: Start (Mth/Year)____________ End (Mth/Year)____________

Do not indicate “to the present”

Contract Value: $___________________

□ Annual □ Three years □ Other _________

1-8 bedroom Apts, Condos and houses packing materials, packing services, storage and relocations to temporary and permanent locations throughout Montgomery County.

Maryland Stadium Authority Tracy Preller

351 W. Camden St, Suite 500

Baltimore MD 21201

301-252-4605 tpreller@bcps.k12.md.us

2/2016 811,105.00

13 entire schools provided packing materials, packing assistance logged and packed libraries, computer dis/reconnects, de/reinstall Smartboards, relocationed schools to permanent and temporary locations. Temporary locations were for 2yrs before move to new buildings.

Provided storage

Brief History

Walters Relocations, Inc. was founded in 1988. WRI started off as a 1 truck operation contracting for North American Van Lines largest agent in the Baltimore- Washington area. In 2022, WRI is a company that owns and operates out of a 20,000 sq.

ft. facility with 40 full-time employees, nine trucks and over 200 clients as well as two leased warehouse storage totaling 18,000sq ft. consistently, over the course of 34+ years WRI continue to stick with the core tenets that the company was founded. Walters Relocations, Inc. is committed to setting the standard for excellence in the moving and storage industry by providing experienced and skilled manpower, professional and courteous service at a fair price.

Over the period in which WRI has been in operation, we relentlessly strive to exceed the industry standard of service. Our commitment to excellence and our routine evaluation of our job performance, our readiness to be efficient in the delivery of our services and our equitable and fair pricing have all contributed to our rise and growth in the relocation industry. Although categorized as a small company, WRI competes successfully with many of the larger and older van line companies in the region.

We believe our WRI employees to be our biggest asset. Therefore, just as we invest in our fleet of trucks, or make capital improvements to our headquarters, we invest in the personal success of our employees.

Executive Summary

Walters Relocations, Inc. (WRI) is MBE and MDOT certified small business, offering clients a full range of relocation and furniture management services. In addition to move planning and project management, we have provided mover and installation services to several government and corporate clients including, Department of Defense, Baltimore City Government, Baltimore City Public School System, MD Department of Juvenile Services, Maryland Department of Public Safety, Department of Parole & Probation, Department of Licensing & Labor Regulation, University Maryland Global College, M&T Bank and University Maryland College Park to name a few. Since our inception in May 1988, we have continually expanded our service offerings to reflect the needs of our clients and have served as both prime contractor and subcontractor on a variety of government and commercial contracts that have benefited from our expertise in relocation management and moving services, along with furniture installation, recycling, inventory and storage.

John Walters the President/CEO Walters Relocations has over 40+ years of experience in office, commercial, industrial, residential and relocation management. He will oversee account management and Quality Control, providing ongoing oversight, guidance and leadership. WRI staff will provide account management, and will also serve as the primary point of contact (Project Coordinator) for this contract, managing the schedules and activities of all assigned team members.

Our list of past projects includes several with similar requirements to this solicitation, including providing onsite move and furniture services to the BGE/Constellation Energy.

WRI will provide a comprehensive solution that meets all the required services and resources to successfully support the State Wide On-Call Moving Services requirements.

Walters Relocations most recently completed the relocation for the UMUC over o f 8 00+ employees and 514,000 sq ft of equipment and furniture to the Academic Center at Largo and other locations as well as relocations of several schools for Baltimore City and Harford County schools systems. Followed by extensive surplus disposal and ongoing reconfigurations.

W a l t e r s R e l o c a t i o n s will offer a dedicated team to address all Task Order requirements in a timely and efficient manner.

We believe the combined strength of our relocations, installation, storage and project management capabilities along with depth in the areas of IT solutions makes us uniquely qualified to successfully execute both planned and spot projects, in a manner that meets or exceeds your needs and expectations.

Our Approach The Walters Relocations team possesses the ability to provide all personnel, equipment, tools, materials, and supervision to successfully execute the tasks required in this solicitation on time and within budget.

We offer a broad menu of services tailored to meet our clients’ needs from relocation project master planning (scheduling, migration planning, vendor coordinator, contract management, communication strategy, move supervision, space close-out) and coordinating small internal moves, additions and changes.

Regardless of the level of service desired, all clients receive personal attention, commitment to quality and outstanding results. We undertake each project with the following goals and objectives:

• To complete each project with minimum disruption to your business operations, and achieve a high level of employee satisfaction.

• To ensure the smooth relocation/reconfiguration of furniture, equipment and personnel according to the established work plan and with maximum efficiency.

• To provide a central point of contact to monitor project activities and maintain a

Constant flow of accurate communication.

• To coordinate the schedules to ensure all tasks are performed satisfactorily and in a timely manner.

• To supplement, complement and extend client Facilities and Administrative staff resources.

• To leave each job site in its original state as before our starting a project.

In addition to relocation planning, we know that an On-Call service program must take many factors into consideration in order to be successful – contractual obligations, internal policies and procedures, departmental needs, working relationships, security requirements and access to critical information.

More about WRI . . .

A specialist in commercial relocation, WRI has carved a name for itself as the moving professional of choice for many local government agencies and corporations. WRI prides itself on prompt pick-up and delivery, attention to detail, adhering to clients’ specifications and an overall professional and friendly attitude. WRI believes each job --no matter how small or large -- deserves the best service it can offer.

WRI also offers full-service installation and reconfiguration services for systems and freestanding furniture, as well as panel cleaning and storage. WRI furniture crews are professionally trained on the disassembly and re-assembly of 52 different modular systems, including Steelcase, Hon Office Furniture, Global Office Furniture, Herman Miller and KI Systems.

WRI has been trusted to perform some of the largest, most-complicated relocations in the region,…

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