Pre-Proposal Summary.pdf

80 Calvert Street, Annapolis Maryland 21401 410.260.7445 1-800-552-3941 (MD) www.marylandcomptroller.gov

Fax: 410-974-2737 Maryland Relay 711 wgreen@marylandtaxes.gov

Brooke E. Lierman Comptroller

Wayne P. Green

Director, Administration & Finance

Pre-Proposal Conference Minutes

CATS+ TORFP E00B6600011

Comptroller of Maryland

IT System Modernization Technical Support Services

January 14, 2026 10:00 a.m. Local Time

Attendees: Tracy Cain, Procurement Officer, Carol Lavix, Director of Information Technology Division, Guy Werner, Procurement Manager, Nick Olsen, Chief Procurement Officer, Jinal Contractor, Small Business and Community Development Director.

Attending Vendors: IP Data Systems, Brown's Enterprises, Inc, iCUBE Systems, Davis Unlimited, Sona Networks, Precision Management Solutions, V Group, Terminus Solutions, Mansai Corporation, CAS Severn, Cyquent, Select Computing, Alcor Technical Solutions, Lion Solutions, DK Consulting, ASR Tech Group, Elegant Enterprise, Innosoft

The following is a summary of pre-proposal conference for the State of Maryland IT System Modernization Technical Support Services CATS+ TORFP # E00B6600011. The meeting was called to order at approximately 10:06 a.m. by Tracy Cain the TO Procurement Officer.

Ms. Cain welcomed and thanked the offerors for attending the pre-proposal conference. Each Maryland State representative on the panel introduced themselves.

Purpose

The main purpose of the pre-proposal conference is to provide potential offerors with an overview of TORFP # E00B6600011 for the State of Maryland. The solicitation is to acquire information technology expertise for IT System Modernization Technical Support Services for the Comptroller’s Office. Although Master Contractors will have an opportunity to ask questions, they would still need to submit their questions in writing to the Procurement Officer via email: ITPROCUREMENT@comp.state.md.us.

Summary of Minutes mailto:XXX@marylandtaxes.gov mailto:ITPROCUREMENT@comp.state.md.us

I. Background and Scope of Work – Carol Lavix

Opening remarks to the Master Contractors focused on a breakdown of the IT Modernization initiative, the project’s history, and the current requirements of the scope of work described in the TORFP.

II. General Procurement Information – Tracy Cain

Vendors were informed of the purpose and overview of information to be conveyed in the preproposal conference, with a general overview of procurement procedures for this TORFP. Vendors were reminded that all communication must be in writing in order to receive an official response, and that all questions would be responded to publicly via eMMA.

III. Key Dates – Tracy Cain

The TORFP key dates are as follow:

Questions due to the Procurement Officer by January 20, 2026, 10:00 a.m.

Proposals due February 5, 2026; 10:00 a.m. local time The Procurement Officer will only accept proposals via EMAIL in accordance with Instructions listed on Page 34; Section 5.3: “Proposal Packing and Delivery”.

IV. MBE/VSBE Goals – Tracy Cain

This solicitation has a three (3) % MBE Subcontracting Goal and no VSBE Subcontracting Goal. Tracy asks all Master contractors to identify in the meeting chat if they are MBE. She proceeded by expressing the importance of filling out the MBE forms correctly and signing where applicable because those are common mistake made by contractors. Lastly, if you are certified MBE, you cannot claim 100% of the work.

The MBE documents – Attachment D

V. Proposal Submission Requirements

A breakdown of the required division of Technical and Financial proposals was provided, with references Section 5.4 of the TORFP where all formatting requirements and forms are detailed.

VII. How Your Proposal Will Be Evaluated – Tracy Cain

A. First, the proposals are reviewed for responsiveness. During this review, the procurement officer will inspect the proposal for various items, such as timely proposal submission, signed affidavits, MBE documentation. All of these items and more are included in the determination of a proposal’s responsiveness.

B. Second, is a review of the Offeror’s proposal to determine if it meets the minimum qualifications.

There are minimum qualifications for the Offeror. All minimum qualifications are pass/fail and each must be passed for the proposal to continue through the evaluation. The minimum qualifications must be met by the prime contractor. Subcontractor experience may not be used to meet the minimum qualifications.

C. Third, is a thorough review of the Offerors TO Technical proposal. During this review, the evaluation team will be using the evaluation criteria described in Section 6.2 of the TORFP. At the conclusion of this stage the evaluation team will determine those proposals that are technically qualified.

D. Fourth, Oral Presentation for Offerors that are technically qualified will be performed. As described in Section 4.5, in the event that more than ten (10) responsive proposals, the PO may perform a down select.

E. A technical ranking will be performed for all proposals based on the oral presentation. At the conclusion of this stage, the evaluation team will determine a final technical ranking. Proposals will be ranked from highest to lowest for technical merit based on the quality of the proposals submitted and oral presentation results.

F. Fifth, is the analysis of the Offerors financial proposal. Financials are not opened prior to this point of the evaluation process so it is inappropriate to discuss pricing during the oral presentation or in the technical proposal. At the conclusion of this stage, the Offerors will be ranked financially with the lowest priced Offeror being ranked as #1.

G. The final stage is the overall ranking of the Offerors. Section 5.3 of the TORFP states that technical factors will receive greater weight than financial factors in making the award determination. Please do not disregard pricing, it does matter. At the conclusion of this stage, the Offeror ranked #1 overall will be recommended for award.

VIII. Questions and Answer Period - Tracy

The floor was opened for questions and answer. Offerors were encouraged to submit all questions in writing no later than January 20, 2026, 10:00 a.m.. to the Procurement Office via email. All questions and answers will be published on the CATS+ website.

Closing Remarks – Tracy

All offerors were thanked for attending the pre-proposal conference and if they did not sign in to please do so before exiting and pick up a copy of the handout listing the Register of Wills site locations.

The meeting adjourned at approximately 10:47 a.m.