STATE OF MARYLAND

DEPARTMENT OF TRANSPORTATION

MARYLAND TRANSIT ADMINISTRATION

(MDOT MTA)

Master Contract Request for Proposal (MCRFP)

MARC Mechanical Ancillary – Repairs, Maintenance, & Minor Construction

CONTRACT NO. MRC-26-001-AN

DATE: JULY 1, 2026

NOTICE

A Prospective Offeror that has received this document from a source other than eMarylandMarketplace (eMMA) https://procurement.maryland.gov should register on eMMA.

MINORITY BUSINESS ENTERPRISES ARE ENCOURAGED TO

RESPOND TO THIS SOLICITATION.

Maryland Department of Transportation Maryland Transit Administration

MARC Mechanical Ancillary – Repairs, Maintenance, and Minor Construction

Contract No. MRC-26-001-AN

TABLE OF CONTENTS

MRC-26-001-AN TOC 1 of 2

DESCRIPTION PAGE NO.

KEY INFORMATION SHEET .................................................................................... KISS 1 - 3

NOTICE AND INSTRUCTIONS TO OFFERORS .................................................. NITO 1 - 30

MINIMUM QUALIFICATIONS .................................................................................... MQ 1 – 3

VENDOR COMMENTS .......................................................................................................VC 1

NON-DISCLOSURE AGREEMENT (NDA) – OFFEROR ……………………………. NDA-O 1 – 3

SITE VISIT RESPONSE FORM …………………………………………………………….. SVRF 1

CONTRACTOR QUESTIONNAIRE .............................................................................. CQ 1 - 6

PROPOSAL FORM ......................................................................................................... PF 1 – 6

BID/PROPOSAL AFFIDAVIT........................................................................................... C 1 - 8

AFFIDAVIT OF INDIVIDUAL SURETY ..................................................................... AIS 1 - 6

SURETY BOND ASSISTANCE PROGRAM ................................................................ SBAP 1

BID/PROPOSAL BOND ................................................................................................. BB 1 - 2

CERTIFICATION REGARDING LOBBYING ................................................................. CRL 1

CONFLICT OF INTEREST AFFIDAVIT ............................................................................. CI 1

LOCATION OF THE PERFORMANCE OF SERVICES DISCLOSURE ...................... LPSD 1

MERCURY AFFIDAVIT .................................................................................................... MA 1

CORPORATE DIVERSITY ADDENDUM ................................................................. CDA 1 - 4

FEDERAL FUNDING ACKNOWLEDGEMENT & CLAUSES ............................ FFAC 1 – 23

BUILD AMERICA/BUY AMERICA CERTIFICATE ............................................. BABA 1 – 2

BUY AMERICAN STEEL AFFIDAVIT ........................................................................ BASC 1

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PAYMENTS BY ELECTRONIC FUNDS TRANSFER ............................................... EFT 1 – 3

PAYMENT OF EMPLOYEE HEALTH CARE EXPENSES …………………… PEHCE 1 – 2

SUBCONTRACTOR UTILIZATION INFORMATION FORM ........................................ SUI 1

DISADVANTAGED BUSINESS ENTERPRISE (DBE) REQUIREMENTS ........... DBE 1 - 22

MINORITY BUSINESS ENTERPRISE (MBE) REQUIREMENTS ........................ MBE 1 – 22

SAMPLE M/DBE COMPLIANCE REPORT ............................................................. SCA 1

VETERAN-OWNED SMALL BUSINESS ENTERPRISE .......................................... SBE 1 - 6

OCIP PROJECT INSURANCE MANUAL AND WORKSHEET ................................ AON 1 – 41

SAMPLE MASTER CONTRACT AGREEMENT ......................................................... CA 1 - 3

CONTRACT AFFIDAVIT ................................................................................................ N 1 - 4

PAYMENT BOND ......................................................................................................... PaB 1 – 4

PERFORMANCE BOND ............................................................................................... PeB 1 – 4

MASTER CONTRACT – SPECIAL PROVISIONS ………………………………….. SP-1 – 147

MASTER CONTRACT – APPENDICES ……………………………………………….. A – M

SAMPLE TASK – SPECIAL PROVISIONS ………………………………………….. SP-1 – 29

SAMPLE TASK – APPENDICES ………………………..…………………..………….. A – D

MARC Mechanical Ancillary - Repairs, Maintenance, and Minor Construction

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KEY INFORMATION SUMMARY SHEET

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KISS 1 of 3

Contract Name: MARC Mechanical Ancillary – Repairs, Maintenance, and Minor Construction

Contract Number: MRC-26-001-AN

Contract Method: Master Contract Request for Proposals (MCRFP)

Small Business Reserve (SBR) Only Contract:

N/A

Contract Type: Master Contract, in accordance with the Competitive Sealed Proposal method under COMAR 21.05.03 and 21.05.13.

Proposal Submission Method:

eMaryland Marketplace Advantage (eMMA) https://emma.maryland.gov/

Contract Issue Date: July 1, 2026

Contract Issuing Office: Maryland Department of Transportation Maryland Transit Administration (MDOT MTA)

Procurement Officer: Andrea Neumayer 6 St Paul Street, 7th Floor Baltimore, Maryland 21202 ContractDevelopment@mta.maryland.gov

Contract Monitor: To Be Established

Contract Duration:

Five (5) Years The Administration reserves the right to potentially extend this Master Contract by up to two (2) extensions, not to exceed three hundred and four (304) calendar days each, for a total not to exceed potential extension of six hundred and eight calendar days (608 CD), or up to one-third of the original contract duration.

Primary Place(s) of Performance:

Various locations throughout MDOT MTA MARC's rider and service platforms, tracks facilities, stations and various locations agency wide; Specific location(s) of performance to be established per Task Order (TO).

Prime Contractor Self- Performance Percentage:

Work equivalent to twenty-five percent (25%) of the total amount of the TORFP, unless specified otherwise in the

TORFP.

https://emma.maryland.gov/ mailto:ContractDevelopment@mta.maryland.gov

KISS 2 of 3

Non-Disclosure Agreement (NDA) Required:

To be established per Task Oder

Sample Task Order (STO) Name:

MARC IIA (Railcar 7754) Toilet Room Repair and Refurbishment

STO 001 Duration: Two-hundred and seventy (270) Calendar Days

STO 001 Place of Performance:

MARC Martin’s Airport Maintenance Facility 2700 Eastern Blvd Middle River, MD 21220.

NDA Required for STO: Yes Please refer to Non-Disclosure Agreement (Offeror)

STO Site Visit Response Form (SVRF) Due Date & Time:

Monday, July 20, 2026, at 3:00pm EDT

Pre-Proposal Conference (PPC) Date & Time:

Wednesday, July 22, 2026, at 9:30am EDT

Join via Microsoft Teams Meeting ID: 286 723 854 812 937 Passcode: Wm24Tx3V Join by Phone +1 667-262-2962 Phone Conference ID: 300 225 560# Note that individual meeting invites will not be sent.

Site Visit (SV) Date & Time: Friday, July 24, 2026, at 11:00am EDT

MARC Martins Facility 2700 Eastern Blvd., Middle River, MD 21220

Required PPE: Long pants, hi-visibility safety vest, hard hat, eye protection, closed shoes

Pre-Proposal Questions (PPQ) Due Date & Time:

Wednesday, August 5, 2026, at 3:00pm EDT

Non-Disclosure Agreement (NDA) Due:

Monday, July 20, 2026, at 1:00pm EDT Upon receipt of the completed NDA, affected documents will be sent electronically, typically within twenty-four hours

KISS 3 of 3

Proposal Due Date & Time: Wednesday, November 25, 2026, at 2:00pm EDT Bidders are reminded that a completed Vendor Comments form is requested if no submission decision is made

Funding Source: To be established per Task Oder Funding Source – STO: Contains Federal Funds CFDA Number: To be established per Task Order CFDA Number – STO: 20.507 DBE Participation Goal: Contract Wide DBE Goal: N/A (established per TO)*

Sample Task DBE Goal: No Goal

SBE Participation Goal:

Contract Wide SBE Goal: N/A (established per TO)*

Sample Task SBE Goal: No Goal

MBE Participation Goal:

Contract Wide MBE Goal: N/A (established per TO)*

Sample Task MBE Goal: N/A

VSBE Participation Goal: Contract Wide VSBE Goal: N/A (established per TO)*

Sample Task VSBE Goal: N/A

*Note: Since the Sample Task contains federal funds and has no goals, offerors shall not submit M/DBE or VSBE forms with their MCRFP responses.

THE REMAINDER OF THIS PAGE IS INTENTIONALLY BLANK

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CONTRACT NO.: MRC-26-001-AN DATE: July 1, 2026

I. DESCRIPTION OF WORK

A. The work performed under this contract includes but is not limited to the performance and furnishing of services necessary for the accomplishment of miscellaneous minor construction, repairs, and maintenance work for the Administration’s MARC Train Service rolling stock equipment and facility maintenance equipment.

B. The work will include but is not limited to overall improvements to and/or minor construction repair, and furnishing services necessary for the maintenance of various rolling stock equipment and associated maintenance facility equipment located at various MTA MARC Train Service Facilities and Stations, including MARC Train Service Facilities throughout Maryland, West Virginia, and Washington D.C. and MARC Train Service Stations located on the Penn Line, Camden Line, and Brunswick Line.

C. The general type of work that may be included in this contract includes, but is not limited to: General maintenance, repair, minor construction work, civil, structural, railroad, and/or MEP related items associated with rolling stock and facility maintenance equipment at MARC Train Service locations.

D. The main activities include, but are not limited to:

1. Rolling stock maintenance and repair work performed in accordance with Original Equipment Manufacturer (OEM) requirements.

2. Facility equipment repair and maintenance work performed in accordance with OEM requirements.

3. Performance of miscellaneous structural or safety related facility and/or equipment repairs.

4. Construction consisting of structural, civil, architectural, mechanical and electrical work.

5. Installation and/or repair of locomotive facility support systems and

6. Upgrades and/or repairs of Facility MEP Systems including, but not limited to electrical distribution systems, site lighting, HVAC, air compressors, plumbing systems, communication networks and associated features, etc.

7. Repairing, replacing, overhauling, and/or upgrading existing equipment or furnishings on existing rolling stock equipment. Examples may include, but

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E. Also associated with each of these types of work and activities is all necessary mobilization, safety assessments, hazard identifications, badging as required, track access training as required, quality assurance, quality control, field facilities and offices and temporary utilities, erosion and sedimental control, and any other item(s) necessary to complete the assigned scope(s) of work.

F. Refer to Master Contract Appendix A "Historical Project Portfolio" for a representative sampling of work performed on recent contracts of this nature and scope

G. Refer to Master Contract – Special Provisions (SPs) for additional information.

H. The estimated value for this contract is in the range of Maryland DOT Terms & Conditions TC-2:01 Project Cost Classification Group “H” ($15,000,001.00 to $30,000,000.00).

I. The Sample Task for this contract is for the refurbishment of the toilet room in a MARC IIA cab car.

1. Refer to Sample Task – SPs for additional information.

2. The estimated value for the sample task is in the range of Maryland DOT Terms & Conditions TC-2:01 Project Cost Classification Group “A” (Up to $100,000.00).

II. INTENT AND GENERAL INFORMATION

A. Intent

1. A “Master Contract” is a set of Master Contractor agreement awards in which only those Master Contractors with awards in that set may compete for secondary competition awards for a specific type of service, supply, or commodity in accordance with the Code of Maryland Regulations (COMAR) 21.05.13.

2. A Master Contract contains either:

a. Sample Task: A “Sample Task” refers to a project that provides a representative sample of the scope(s) of work that could be solicitated over the life of the Master Contract and is used to evaluate Offerors for potential award on the overall Master Contract. A Sample Task may or may not be awarded as a Task Order (TO) on the Master Contract; or

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b. Historical Project Portfolio: A “Historical Project Portfolio” refers to a representative sampling of the various types of work that could be issued on a Master Contract. The scopes of work contained within the Historical Project Portfolio are not meant to be all inclusive, do not guarantee that all representative scopes will be performed under this Master Contract, and is for informational purposes only.

3. Master Contract MRC-26-001-AN does contain a Sample Task.

4. The intent of this Master Contract Request for Proposals (MCRFP) procurement is to award a set of Master Contract agreements to the Offerors qualified to participate in future secondary competitions for miscellaneous construction, repairs/rehabilitation, and maintenance work at MTA Light Rail, Metro, MARC and Bus Facilities and Stations, as outlined in accordance with COMAR 21.05.13. A separate secondary competition solicitation, known as a Task Order Request for Proposal (TORFP), will be initiated for each task to be performed under this Master Contract.

5. MTA intends to award up to seven (7) contracts from this solicitation to those responsible Master Contractors that submit proposals initially judged to be reasonably susceptible of being selected for award. Refer to subsequent sections for additional information.

6. Based on the expected program, the MTA has budgeted an approximate “Not to Exceed” budget of $15,000,000.00 for this solicitation and anticipates the solicitation of multiple TORFPs.

7. MTA does not imply or guarantee that the Offerors will receive either the “Grand Total”, “Financial Proposal Total Cost” submitted, “Not to Exceed Value”, “Unit Price Schedule” or the “Amount Budgeted” during the life of this Master Contract. Offerors will only be compensated for the actual work satisfactorily completed and accepted on a TO and item-by-item basis, as required by the Administration and in accordance with the General Provisions (GP), Special General Provisions (SGP), and Special Provisions (SP) of this Master Contract and/or TORFP.

B. General Information for Secondary Competition Solicitations

1. All TORFPs exceeding the total dollar value noted in COMAR 21.02.01.04C must be submitted and approved by the Maryland Board of Public Works (BPW) before Notice to Proceed (NTP) can be issued.

2. TORFPs will be evaluated as outlined in COMAR 21.05.13.06 and as specifically identified in each TORFP.

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3. Master Contractors should anticipate multiple TORFPs solicitations, which may be issued simultaneously.

4. Master Contractors are encouraged to submit Proposals for each TORFP.

5. Additional information regarding TORFPs can be found in SP Section 01 11 00 “Summary of Work (Ancillary Master Contract)”.

III. PROPOSAL DUE DATE & TIME

A. All Proposals shall be submitted through eMaryland Marketplace Advantage (eMMA) http://emma.maryland.gov. Proposals are due no later than the date and time specified in the Key Information Summary Sheet.

B. A public opening of the Technical Proposals will not be conducted.

C. Any Proposals received after the date and time specified in the Key Information Summary Sheet shall not be considered.

IV. E-MARYLAND MARKETPLACE ADVANTAGE (eMMA) REGULATIONS

A. eMMA is an electronic commerce system administered by the Maryland Department of General Services.

B. Registration is free and will provide a means for your business to receive e-mail notifications of upcoming contracting opportunities in specified areas of interest and expertise. This means that all such information is immediately available to subscribers to eMMA.

C. Because of the instant access afforded by eMMA, it is recommended that all Offerors interested in doing business with Maryland State agencies subscribe to eMMA. For more eMMA registration information, visit the website.

V. MULTIPLE OR ALTERNATIVE PROPOSALS

A. Multiple and/or alternate Proposals will not be accepted.

VI. PRE-PROPOSAL CONFERENCE & SITE VISIT

A. General

1. Offerors are encouraged to invite their potential subcontractors to the Pre- Proposal Conference and Site Visit to ensure all parties understand the requirements of the Contract.

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2. Socioeconomically classified subcontractors are encouraged to attend to market their participation to potential prime contractors.

3. Any and all statements made by the Administration during the Pre-Proposal Conference and/or Site Visit are not binding unless followed up in writing through a formally posted amendment.

4. For the Site Visit, all Offerors must confirm attendance for their firm and any subcontractors by submitting the Site Visit Response Form, as defined in and by the specified date and time noted on the KISS.

5. For in-person meetings, all attendees are required to bring photo identification and business cards to assist in facilitating accurate sign-in, and for potential networking opportunities with other firms.

B. Pre-Proposal Conference (PPC)

1. A PPC for the purpose of explaining the Contract will be held on the date, time, and location specified in the KISS.

2. The PPC may be held in person, or virtually, as outlined in the KISS.

3. Though attendance at the PPC is not mandatory unless specified in the KISS, it is strongly suggested that the person(s) responsible for the preparation of proposal documents in response to this solicitation attend, as instructions critical to the preparation of the contract documents will be presented.

4. For subsequent Task Orders, Pre-Proposal Conferences will be handled in this manner, unless otherwise specified within the specific TORFP.

C. Site Visit (SV)

1. A Site Visit is not held for every solicitation.

a. For each solicitation, the KISS will identify if an SV will be held, along with the date, time, and location of the SV.

b. If the Administration has not scheduled an SV, one may be requested by an Offeror.

2. Though attendance at the SV is not mandatory, attendance is strongly encouraged.

3. For subsequent Task Orders, Site Visits will be handled in this manner, unless otherwise specified within the specific TORFP.

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VII. DEADLINE FOR QUESTIONS

A. Questions regarding the Contract should be submitted as outlined in the KISS.

B. Questions must be received no later than the due date and time specified in the

KISS.

C. Questions should be submitted on company letterhead.

D. Late questions will not be considered.

E. Answers to timely questions will be distributed via addendum to all Offerors, via eMMA. When in the best interest of the State, the Administration may reserve the right not to answer select questions.

F. No verbal statements made by the Administration are binding unless followed up in writing through a formally posted amendment.

VIII. PROPOSAL SUBMISSION PROCESS AND REQUIREMENTS

A. Technical and Financial Proposal - General Information

1. Technical and Financial Proposals must be submitted separately, as outlined below.

2. Proposals delivered by facsimile and electronic mail (email) shall not be considered.

3. Offerors shall submit Proposals through eMMA.

4. The Procurement Officer must receive all electronic Proposal material(s) through eMMA by the Proposal due date and time specified in the KISS.

5. Requests for extension of the Proposal due date or time may not be granted, except as provided in COMAR 21.05.13.03.F.

6. Proposal(s) not received by the specified Proposal due date and time will not be opened/considered.

7. Should the Administration require clarification, verification, and/or support of an Offeror’s Technical and/or Financial Proposal, the Administration may request said information in writing. Such information shall be furnished by the Offeror and received by the Administration by the deadline outlined in its request (typically within two (2) business days of its request).

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8. Offerors shall not submit any unsolicited information. Such information, should it be submitted, will not be accepted by the Administration and will not be used in the Technical and/or Financial Proposal evaluation process.

9. No financial and/or pricing information shall be included in the Technical Proposal or on the media submitted in the Technical Proposal.

10. Discussions may be conducted with those responsible Offerors that submit proposals initially judged to be reasonably susceptible of being selected for award. However, discussions need not be conducted if time of delivery or performance does not permit discussions or if acceptance of the initial offer without negotiation will result in a fair and reasonable price. The Administration reserves the right not to hold discussions.

11. Any debriefings held shall be limited to factors that impacted the evaluation of the unsuccessful Offeror’s proposal.

12. Technical Proposal and/or Financial Proposal evaluation forms will not be made available to any Offeror.

13. Financial Proposals from Offerors with Technical Proposals deemed “Unacceptable”, as defined herein, will not be opened.

14. Duration of Proposals

a. Technical and Financial Proposals submitted in response to this MCRFP are irrevocable for one hundred and eighty (180) calendar days following the date of the Proposal Due Date.

b. This period may be extended at the Procurement Officer’s request only with the Offeror’s written agreement.

15. Electronic Version of MCRFP Documents

a. The MCRFP documents will be available by electronic means, through eMMA.

b. The Offeror acknowledges and accepts full responsibility to ensure that the Offeror has made no changes to the Administration’s MCRFP documents.

c. In the event of a conflict between the version(s) of the MCRFP documents in the Offeror’s possession and the version(s) maintained by the Procurement Officer, the version(s) maintained by the Procurement Officer shall govern.

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16. Availability of Documents

a. Contract documents may be downloaded from eMMA. First-time users will be required to create a vendor account. Offerors must supply a valid email address to receive notice of all communications and postings related to this solicitation.

b. Non-Disclosure Agreement (NDA) – Bidder/Offeror

i. Some solicitations may contain security sensitive documents that cannot be provided to potential Offerors until a signed NDA, contained within this solicitation, is submitted. The presence or absence of security sensitive documents will be identified in the

KISS.

ii. Once the signed NDA has been received, the affected documents will be provided to the corresponding Offeror.

17. Addenda

a. Addenda will be posted on eMMA as necessary.

b. Although the Administration endeavors to send out all addenda to this solicitation in a timely manner, it is the responsibility of the Offeror(s) to ensure they have received all appropriate documents prior to the Proposal due date.

B. Technical & Financial Proposal - Submission Process

1. Offerors shall provide their Proposals in two separate envelope through eMMA following the Quick Reference Guides (QRG) labelled “5 - eMMA QRG Responding to Solicitations (RFP)” for double envelope submissions.

2. Two Part (Double Envelope) Submission:

a. Technical Proposal consisting of:

1. Technical Proposal and all required and supporting material outlined herein;

2. Technical Proposal in searchable Adobe PDF format;

3. A second searchable Adobe copy of the Technical Proposal, with confidential and proprietary information redacted; and

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4. Wherever possible, the Technical Proposal shall be entitled “MCRFP No. MRC-26-001-AN MARC Mechanical Ancillary – Technical Proposal – Offeror’s Firm Name”.

b. Financial Proposal consisting of:

1. Financial proposal and all supporting material outlined herein;

2. Financial Proposal in searchable Adobe PDF format;

3. A second searchable Adobe copy of the Financial Proposal, with confidential and proprietary information redacted; and

4. Wherever possible, the Financial Proposal shall be entitled “MCRFP No. MRC-26-001-AN MARC Mechanical Ancillary – Financial Proposal – Offeror’s Firm Name”.

3. Once opened, Technical and Financial Proposals will be reviewed for conformity with the requirements of this Master Contract solicitation.

a. Offeror’s Financial Proposal will not be opened until after the Technical Proposal is reviewed and deemed “Acceptable”, “Good,” or “Exceptional”, as further outlined herein.

b. Financial Proposals from Offerors whose Technical Proposals were deemed “Unacceptable”, as defined herein, will not be opened.

IX. TECHNICAL PROPOSAL

If Offeror fails to submit these documents, the Administration may reject the submitted proposal. Also, please be advised that these documents must be completed in their entirety, with concise and accurate information. Failure to abide by these requirements may lead to rejection of the MCRFP submission.

A. Offerors shall provide the following documentation, individually tabbed and clearly marked, in this order:

1. Transmittal Letter: The transmittal letter shall be signed by an officer authorized to make a binding commitment for the firm submitting the Proposal and shall include the following information:

a. Name, title, address, email address, and phone number of the Offeror’s primary point of contact;

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b. A statement, except as noted in the Executive Summary, affirming that the Offeror has accepted, agreed to, and will comply with all Contract documents contained in this solicitation, and does not take exception to the mandatory terms and conditions listed herein;

c. A statement affirming the Offeror’s understanding that, by submitting a response to this solicitation, it represents that it is not in arrears in the payment of any obligation due to the State of Maryland or the Federal Government, including the payment of taxes and employee benefits, and that it shall not become so in arrears during the term of this contract, if selected for contract award.

d. A statement from the owner or president of the company affirming that the person submitting the proposal has the authority to make a binding commitment for the firm, if the owner or president is not the person submitting the Proposal.

2. Firm Description: Provide a general background of the Offeror’s firm, including its history, the principal business in which it is engaged, the number of employees, location of offices, ownership of firm, and type of ownership.

3. Executive Summary: The Offeror shall condense and highlight the contents of the Technical Proposal in a separate section titled “Executive Summary.”

The executive summary shall outline the company size, overall capabilities, contract/project history, project controls, and related project information. In addition, the Executive Summary shall:

a. Indicate whether the Offeror is the subsidiary of another entity, and if so, whether all information submitted by the Offeror pertains exclusively to the Offeror. If not, the subsidiary Offeror shall include a guarantee of performance from its parent organization as part of its Executive Summary; and

b. Identify any exceptions the Offeror has taken to the requirements of this MCRFP, the Contract or any other exhibits or attachments.

Acceptance or rejection of exceptions is within the sole discretion of the State.

4. Minimum Qualifications: Include documentation required by ‘Minimum Qualifications’ (MQ).

5. Contractor Organizational Approach: Describe any joint ventures and subcontracts anticipated to be used in the execution of this Contract, remaining cognizant of the Administration’s intent to obtain participation by

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6. Experience Capability of the Contractor: Provide all relevant documentation that can attest to the Offeror’s ability to meet the minimum requirements as listed below.

a. Financial:

i. Verification of Offeror having performed as a Prime Contractor on one

(1) project of similar scope during the last five (5) years, in each of the following categories:

i. Construction project with final project costs less than one million dollars (<$1M)

ii. Construction project with final project costs between one million dollars ($1M) and three million dollars ($3M)

iii. Examples shall include project location, scope, self-performance percentage, and overall value.

ii. A certified notification from Offeror’s bonding agency, certifying Offeror’s ability to bond up to and including ten million dollars ($10,000,000.00).

b. Capacity:

i. Offeror shall provide a detailed accounting of the following information:

i. Total number of crews and staff in Offeror’s company;

ii. Total number of crews and staff to be dedicated to the overall prosecution of this Master Contract;

iii. Total number of crews and staff to be used in the prosecution of the Sample Task (where applicable);

iv. All equipment, specified as either owned or to be rented, necessary to complete general work associated with this Master Contract; and

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v. All current projects and commitments, with a plan for how work associated with this Master Contract will be integrated into the Offeror’s current and anticipated workload, to include: Duration;

Total Contract Value; Summarized Scope of Work; Approximate Work Location; Percentage of Self-performance.

7. Management Approach: Offeror shall submit an organizational chart that clearly identifies all key staff members who will be responsible for the prosecution of this Master Contract, including but not limited to:

a. Master Contractor Project Manager (MC-PM): Responsible for the administration of the Contract and is the day-to-day direct point of contact between the Administration and the Contractor. It is the Administration’s preference that the MC-PM has at least five (5) years’ experience in managing construction of infrastructure projects for government contracts.

The Offeror’s MC-PM shall be an employee of the Master Contractor.

b. Master Contractor Deputy Project Manager (MC-DPM): Responsible for assisting with the administration of the Contract. It is the Administration’s preference that the MC-DPM has at least three (3) years’ experience in managing construction of infrastructure projects for government contracts.

The Offeror’s MCDPM shall be an employee of the Master Contractor.

c. Master Contractor Superintendent (MC-SI): Responsible for supervision of the project site and direction of all construction activities. It is the Administration’s preference that the MC-SI has at least five (5) years of experience in construction field supervision, coordination, completion of infrastructure projects for government contracts. The Offeror’s MC-SI shall be an employee of the Master Contractor.

d. Master Contractor Project Controls/Scheduling (MC-PCS): Responsible for development and monitoring of the overall construction schedule, as well as providing monthly schedule updates. It is the Administration’s preference that the MC-PCS has at least five (5) years of experience in construction scheduling of infrastructure projects for government contracts and must have demonstrated experience with Primavera P6 scheduling software or equivalent.

e. Master Contract Safety Manager (MC-SM): Responsible for safety oversight of the construction process. It is the Administration’s preference that the MC-SM have at least five (5) years of experience in ensuring compliance with safety plans and applicable rules and regulations for infrastructure projects for government contracts. The Offeror’s MC-SM

NITO 13 of 30 shall be an employee of the Master Contractor. The Offeror’s MC-SM shall not simultaneously perform other duties.

f. Master Contract Quality Control Manager (MC-QCM): Responsible for quality control of construction products and installations. It is the Administration’s preference that the MC-QCM has at least five (5) years of experience in ensuring quality on construction of infrastructure projects for government contracts. The Offeror’s MC-QCM shall be an employee of the Master Contractor. The Offeror’s MC-QCM shall not simultaneously perform other duties.

7. Resumes: Offerors shall submit a resume for all key staff members identified in IX.A.7.a-f ‘Management Approach’, at a minimum.

8. Safety Plan: Ensuring adherence to Specification Section “Contractor Safety and Health Plan Guidelines” (CSHPG), Offeror shall submit a copy of their Corporate Safety Plan.

9. Quality Assurance/Quality Control (QA/QC) Plan: Ensuring adherence to specification section SP 01 43 00 “Quality Assurance and Quality Control”, Offeror shall submit a copy of their Corporate QA/QC Plan.

10. References: Offerors shall provide a minimum of five (5) client references (name, title, firm name, phone number, email) from at least three (3) different organizations that the Offeror has worked for as a Prime Contractor within the past five (5) years. References must be separate from references provided to meet requirements stated elsewhere, herein.

a. Provided references cannot be current MTA state employees.

11. Sample Task Information: Offerors shall additionally submit information as outlined in SP 01 11 00 ‘Summary of Work (Ancillary Master Contracts)’ Section 2.5.

B. Offerors must also submit all required, fully executed, procurement documents, in this order, as specified in the solicitation:

1. Contractor’s Questionnaire (CQ)

2. Proposal Affidavit

3. Affidavit of Individual Surety & Appendix (or a statement that this form is not applicable)

4. Certification Regarding Lobbying

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5. Location of the Performance of Services

6. Mercury Affidavit

7. Conflict of Interest Affidavit

8. Electronic Fund Transfer (EFT) Form (Note that unless the State Comptroller’s Office grants an exemption, Offerors will be required to accept payment by EFT on every solicitation expected to exceed $200,000.00)

9. Certificate of Insurance as outlined in the “Contractor Required Coverage” section of the Owner Controlled Insurance Program (OCIP) manual (beginning on page 10). Maryland Transit Administration shall be identified as a named insured.

10. Federal Funding Acknowledgements (signature page only)

11. Payment of Employee Health Care Expenses Certification (this must also be submitted for all proposed subcontractors on the STO)

a. The contractor and each subcontractor shall pay employee health care expenses as required by State Finance and Procurement Article, Title 17, Subtitle 8, Annotated Code of Maryland.

b. If the contractor fails to submit records required under this section within a reasonable period of time, the Procurement Officer may void the contract.

12. Payment of Employee Healthcare Expenses Worksheet

13. Subcontractor Utilization Information Form (with any financial information redacted)

14. For MCRFP STOs containing any Federal funds:

a. Build America/Buy America Certificate

b. MDOT DBE Form A “Certified DBE Utilization and Fair Solicitation Affidavit” if a DBE goal has been established. (This form is typically completed in response to a contract-wide DBE participation percentage goal. However, as participation goals for this Master Contract will be set for each individual Task Order issued under this contract, based on the scope of work involved, MDOT DBE Form A shall be completed as if the participation goal established for the Sample Task Order (STO) is a contract-wide participation goal.)

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Submission of this form is only required if a DBE goal has been established.

c. Other socioeconomic forms, as identified in the KISS, if other socioeconomic goals have been established.

15. For MCRFP STOs containing only State funds:

a. Buy American Steel Certificate

b. Corporate Diversity Addendum

c. MDOT MBE Form A “Certified MBE Utilization and Fair Solicitation Affidavit” (This form is typically completed in response to a contract-wide MBE participation percentage goal. However, as participation goals for this Master Contract will be set for each individual Task Order issued under this contract, based on the scope of work involved, MDOT MBE Form A shall be completed as if the participation goal established for the Sample Task Order (STO) is a contract-wide participation goal.)

Submission of this form is only required if an MBE goal has been established.

d. VSBE Utilization Affidavit (Form E-1A; page E-1 only), if there is a VSBE goal; and

e. Other socioeconomic forms, as identified in the KISS, if other socioeconomic goals have been established.

X. FINANCIAL PROPOSAL

If Offeror fails to submit these documents, the Administration shall deem the MCRFP submission as not reasonably susceptible for task award. Also, please be advised that these documents must be completed in their entirety, with concise but accurate information. Failure to abide by these requirements may render the MCRFP submission as not reasonably susceptible for award.

A. Offerors shall provide the following documentation, individually tabbed and clearly marked, in this order:

1. Transmittal Letter: The transmittal letter shall be signed by an officer authorized to make a binding commitment for the firm submitting the Financial Proposal and shall include the name, title, address, email address, and phone number of the Offeror’s primary point of contact.

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2. Equipment: All equipment, specified as either owned or to be rented, including applicable rates for each equipment, and cost quotation(s) obtained from suppliers for all purchased and installed equipment necessary to complete all work associated with the prosecution of the Sample Task Order.

B. Offerors must also submit all required, fully executed, procurement documents, in this order, as follows:

1. Proposal Form

2. Proposal Bond or other acceptable security under COMAR 21.06.07.01 and 21.06.07.09.

a. Pursuant to Section GP-2.07, Proposals must be accompanied by a Bid/Proposal Bond or other acceptable security under COMAR

21.06.07.01 on a form furnished by the Administration in the amount of five percent (5%) of the total proposal price, for all Contracts in excess of $100,000.00.

b. In submitting a response to this solicitation, the Offeror acknowledges that it shall acquire the required securities as noted herein. Failure to provide security shall render a proposal not reasonably susceptible for award.

3. Subcontractor Utilization Information Form, without redaction(s)

4. Insurance Premium Worksheet as provided at the end of the Owner Controlled Insurance Program (OCIP) manual

5. MDOT MBE Form B “MBE Participation Schedule” (for STO with only State funding, only required if an MBE goal has been established.)

6. MDOT DBE Form B “DBE Participation Schedule” (for STO with any Federal funding only required if a DBE goal has been established.)

7. VSBE Subcontractor Participation Schedule (Form E-1, page E-2 only), if there is a VSBE goal.

8. Other socioeconomic forms, as identified in the KISS, if other socioeconomic goals have been established.

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XI. BASIS OF AWARD

A. Technical Proposal

1. Offerors shall provide documentation with their Technical Proposal as outlined and required herein.

2. All Technical Proposals acceptably and timely submitted shall be evaluated.

3. Offerors with Technical Proposals deemed “Acceptable”, “Good”, or “Exceptional,” as outlined herein, will be contacted in writing by the Administration, informing them thereof.

4. Offerors with Technical Proposals deemed “Unacceptable”, as outlined herein, will be contacted in writing by the Administration, informing them thereof.

a. The Unacceptable Offeror may submit a written request to the Procurement Officer for a debriefing, via email.

b. Said request must be received within ten (10) calendar days of notification of being deemed an Unacceptable Offeror by the Administration.

B. Financial Proposals

1. All Acceptable Offerors will be ranked from lowest (most advantageous) to the highest (least advantageous) price based on the Total Financial Proposal Price within the stated guidelines set forth in this MCRFP.

XII. EVALUATION – OVERVIEW

A. General

1. Technical and Financial Proposals will be reviewed for consistency with response to the requirements of this MCRFP, and as per COMAR 21.05.13.

2. Evaluation of Proposals will be performed by a committee established for that purpose and based on the evaluation criteria set forth below.

3. The Master Contract Evaluation Committee (MC-EC) will review Proposals, participate in Offeror oral presentations and discussions, if deemed necessary, and provide input to the Procurement Office.

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4. The Administration reserves the right to utilize the services of individuals outside of the established Evaluation Committee for advice and assistance, as deemed appropriate.

5. During the evaluation process, the Procurement Officer may determine at any time that a particular Offeror is not susceptible for award.

B. Reciprocal Preference

1. Although Maryland law does not authorize procuring agencies to favor resident Offerors in awarding procurement contracts, many other states do grant their resident businesses preferences over Maryland contractors.

2. COMAR 21.05.01.04 permits procuring agencies to apply a reciprocal preference under the following conditions:

a. The Maryland resident business is a responsible Offeror;

b. The most advantageous Proposal is from a responsible Offeror whose principal office, or principal base of operations is in another state;

c. The other state gives a preference to its resident businesses through law, policy, or practice; and

d. The preference does not conflict with a federal law or grant affecting the procurement Contract.

3. The preference given shall be identical to the preference that the other state, through law, policy, or practice gives to its resident businesses.

C. Selection Process – General

1. The Contract will be awarded in accordance with the Competitive Sealed Proposals (CSP) method found in COMAR 21.05.03.

2. The CSP method allows for the conducting of discussions and the revisions of Proposals during these discussions.

3. Therefore, the State may conduct discussions with all Offerors that have submitted Proposals that are determined to be reasonable susceptible of being selected for contract award, or potentially so.

4. The State reserves the right to make an award(s) without holding discussions.

5. With or without discussions, the State may determine the Offeror(s) to be not responsible or the Offeror(s)’ Proposal(s) to be not reasonably susceptible of

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NITO 19 of 30 being selected for award at any time after the initial closing date for receipt of Proposals, and prior to Contract award.

D. Selection Process – Sequence

1. A determination is made that the MDOT Certified DBE Utilization and Fair Solicitation Affidavit (MDOT DBE Form A) is included and is properly completed, if there is a DBE goal.

2. A determination is made that the MDOT Certified MBE Utilization and Fair Solicitation Affidavit (MDOT MBE Form A) is included and is properly completed, if there is an MBE goal.

3. A determination is made that the VSBE Utilization Affidavit (Form E-1A, page E-1 only) is included and is properly completed, if there is a VSBE goal.

4. Technical Proposals are evaluated for technical merit and ranked. During this review, oral presentations and discussions may be held. The purpose of such discussions will be to ensure a full understanding of the State’s requirements and the Offeror’s ability to perform the services, as well as to obtain Master Contracts that are most advantageous to the State. Offerors will be contacted by the State as soon as any discussions are scheduled.

5. Offerors must confirm in writing any substantive oral clarifications of, or changes in, their Technical Proposals made in the course of discussions. Any such written clarifications or changes then become part of the Offeror(s)’s Technical Proposal.

6. Technical Proposals are given a final review and ranked.

7. The Financial Proposals of each Acceptable Offeror (a responsible Offeror determined to have submitted Technical Proposal with an overall ranking of “Acceptable,” “Good,” or “Exceptional”) are opened and:

a. A determination is made that the MDOT DBE Participation Schedule (MDOT DBE Form B) is included and is properly completed, if there is a DBE goal.

b. A determination is made that the MDOT MBE Participation Schedule (MDOT MBE Form B) is included and is properly completed, if there is an MBE goal.

c. A determination is made that the VSBE Participation Schedule (Form E-1, page E-2 only) is included and is properly completed, if there is a VSBE goal.

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8. Financial Proposals of each Acceptable Offeror as defined above are then evaluated and ranked separately from the Technical Proposal evaluation.

9. After review of the Financial Proposals of Acceptable Offerors, the MC-EC or Procurement Officer may again conduct discussions to further evaluate the Offeror(s)’ entire Proposal package.

10. The Administration intends to award up to seven (7) Master Contracts from this solicitation to those responsible Master Contractors that submit proposals initially judged to be reasonably susceptible of being selected for award.

Refer to subsequent sections for additional information.

E. Tie Proposals

1. Tie Proposals will be handled in accordance with COMAR 21.05.02.14.

XIII. EVALUATION – TECHNICAL PROPOSALS

A. Technical Proposals will first be evaluated based on the minimum qualifications as established in Section “Minimum Qualifications”.

B. Proposals for all Offerors found to meet all requirements of the referenced specification section(s) will then be evaluated based on the quality of content of their submitted proposal, using the following adjectival ratings:

1. Exceptional: The Offeror has demonstrated an approach and solutions that significantly exceed the stated criteria in all or most aspects and offers a universally better than acceptable quality. There are essentially no weaknesses in the Technical Proposal.

2. Good - The Offeror has demonstrated an approach and solutions that exceed the stated criteria in some respects and offers a generally better than acceptable quality. Deficiencies and/or weaknesses in the Technical Proposal are minor and correctable without cost and/or schedule impact.

3. Acceptable - The Offeror has demonstrated an approach and solutions that meet the stated criteria and has an acceptable level of quality. Deficiencies and/or weaknesses in the Technical Proposal are correctable with minor cost and/or schedule impact.

4. Unacceptable - The Technical Proposal is not adequately responsive or does not address the specific requirements. The Offeror’s interpretation of the MTA’s requirements is superficial, incomplete, vague, incomprehensive, or incorrect as to be unsatisfactory. Deficiencies and weaknesses are so major

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NITO 21 of 30 and/or extensive that a major revision to the Technical Proposal would be necessary and/or are correctable with significant cost and/or schedule impact.

C. The criteria used to evaluate each Technical Proposal are listed below in descending order of importance:

a. Experience Capability and Management Approaches, including Required Experience…