RFQ Q50777 Document Scanning and Disposal.pdf

METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY

REQUEST FOR QUOTATIONS

TO ALL PROSPECTIVE QUOTERS:

RFQ No. Q50777 Advertising Date: October 21, 2025 RFQ Title: DOCUMENT SCANNING AND DISPOSAL SERVICES Email Quotation Responses to: Jessica Dirogene, jdirogene@itsmarta.com

RFQ Deadline: November 06, 2025 at 2:00 p.m. (local time)

The Metropolitan Atlanta Rapid Transit Authority (“MARTA” or the “Authority”) is soliciting quotes from firms to provide scanning services of MARTA board documents, claims files, historical agreements and the destruction of claims files pursuant to the terms and conditions contained in Part 4 (“Contract”) of the RFQ.

All Quotations must be received by MARTA no later than the RFQ deadline set forth above. Quotes received after the RFQ deadline will not be considered/reviewed and will be rejected.

Any questions regarding this procurement must be submitted in writing to MARTA’s contact person, Jessica Dirogene, Contract Specialist II via electronic mail at jdirogene@itsmarta.com, on or before 2 p.m. (local time) on October 28, 2025. Questions submitted after the designated period will not be considered by MARTA. Responses to inquiries will be posted to MARTA’s website at www.itsmarta.com. All Quoters (and any representative thereof) are strictly prohibited from contacting any MARTA employees (or third-party representatives or consultants of MARTA) on any matter having to do with this procurement. No quotation of $200,000 or more will be considered.

Each quote submitted to MARTA will become the property of MARTA, without compensation to Quoter, for MARTA’s use, in MARTA’s sole discretion. Conditions placed upon a quote or exceptions to the terms of this RFQ (or the Contract) may result in MARTA deeming the quotation non-responsible.

If MARTA awards a Contract pursuant to this procurement, MARTA will prepare and forward to the successful Quoter a Contract substantially in the form included in this solicitation document.

Peris Cannon Manager of Contracts

Docusign Envelope ID: 2843E030-AF0F-4D10-8709-FA371140480E

REQUEST FOR QUOTATIONS

RFQ Q50777: DOCUMENT SCANNING AND DISPOSAL SERVICES

PART 1: INFORMATION AND INSTRUCTIONS TO QUOTERS

1. Minimum Qualifications

2. No Offer by MARTA; Firm Offer by Quoter

3. Pre-Quote Conference

4. Quote Evaluation, Award and Multiple Awards; Trade Names and Alternatives

5. Cancellation of RFQ; Waiver of Technicalities

6. Georgia Open Records Act

7. Representation

8. Protests

PART 2: SUBMITTAL FORMS

1. Checklist

2. Illegal Immigration Reform and Enforcement Act Affidavit (Form 1)

a. Contract Affidavit (Form 1a)

b. Subcontractor Affidavit (Form 1b)

c. Sub-Subcontractor Affidavit (Form 1c)

3. Acknowledgement of Addenda (Form 2)

4. Quotation Form (Form 3)

5. No Conflict of Interest (Form 4)

6. List of Proposed Subcontractors (Form 5)

7. Qualifications and Business References (Form 6)

8. Appendix A: Office of Diversity and Inclusion Requirements

PART 3: FORM OF SERVICES CONTRACT

1. Contract

2. Exhibit A: Scope of Services

3. Exhibit B: Special Terms and Conditions

4. Exhibit C: Payment Terms

5. Exhibit D: Additional Insurance and Bonding Requirements

6. Exhibit E: No Conflict of Interest

7. Appendix A: Office of Diversity and Inclusion Requirements

PART 1: INFORMATION AND INSTRUCTIONS TO QUOTERS

REQUEST FOR QUOTATIONS NUMBER Q50777

DOCUMENT SCANNING AND DISPOSAL SERVICES

Quotations shall be prepared, submitted, and considered in accordance with the following instructions, as the same may be modified from time to time in writing by MARTA, in this Request for Quotations Number Q50777(“RFQ”):

1. MINIMUM QUALIFICATIONS.

(a) To participate in this procurement, Quoter must satisfy the qualifications required by this RFQ. Where the Quoter is a partnership, joint venture arrangement, limited liability company, limited liability partnership or other multiple entity organization, the entity that holds a majority ownership interest in the Quoter (i.e., over 50% ownership) must meet the minimum requirements set forth in this RFQ. Additionally, prior to execution of the Contract, the successful Quoter may be required to demonstrate that it is duly authorized to conduct business in the State of Georgia. Quoter (or an entity comprising Quoter) must not submit more than one quote under the same or different names or as part of multiple organizations. Any Quoter or entity comprising Quoter that submits more than one quote in response to this solicitation shall be deemed non-responsive. NOTE:

This restriction set forth in this paragraph is not applicable to subcontractors. By submitting a quote in response to this RFQ, the Quoter represents and warrants to MARTA that Quoter has or will acquire all of the licenses, certifications, permits, bonding capacity and insurance to perform the work set forth in the Contract. By submitting a quote concerning this procurement, Quoter acknowledges that it is familiar with all laws applicable to this procurement, including, but not limited to, all of MARTA’s policies and procedures (as the same may change from time to time), all of which are incorporated into this RFQ by this reference.

(b) The Quoter must demonstrate competence and experience in the areas of expertise outlined in the Contract. In particular, qualified companies should provide the information listed below:

1. Five (5) years of experience providing services comparable to the requirements of this solicitation in size, scope and responsibilities. Form 6 can be used to fulfill this requirement.

2. NO OFFER BY MARTA; FIRM OFFER BY QUOTER. This procurement does not constitute an offer by MARTA to enter into an agreement and cannot be accepted by any Quoter to form an agreement. This procurement is only an invitation for offers from interested Quoters and no offer shall bind MARTA. However, Quoter’s offer is a firm offer to MARTA for a period of 120 calendar days from the quote deadline date and may not be withdrawn during such 120-day time period.

3. PRE-QUOTE CONFERENCE.

(a) Reserved.

4. QUOTE EVALUATION, AWARD AND MULTIPLE AWARDS; TRADE NAMES AND

ALTERNATIVES.

(i) MARTA shall determine which Quoters are responsive and responsible.

Each responsive and responsible Quote received by MARTA constitutes an offer to perform the Contract upon the terms and conditions contained in the Contract for the prices contained on the Quote Form, which may be accepted by MARTA giving the successful Quoter notice of award during the period set forth in Section 4 hereinabove.

(ii) Before any award is made, MARTA will evaluate the Quote Form and all of the information supplied by Quoter in response to this RFQ. To be considered for award, a Quoter must be technically and financially qualified to perform the Contract as determined by MARTA and meet all conditions in the Contract. MARTA reserves the right to accept a Quote other than the lowest, if it determines that MARTA’s interests will be best served by doing so, or to reject all Quotes or parts of Quotes received.

(iii) Multiple Award. The Authority reserves in its sole discretion, the option to award to multiple Quoters. The award(s) will be based on the quotes(s) in their entirety or by components. MARTA may award a single contract to one Quoter for all.

(iv) Reserved.

5. CANCELLATION OF RFQ; WAIVER OF TECHNICALITIES. MARTA reserves the right to waive any technical defect in a quotation before or after quotation submission. MARTA also reserves the right to cancel this RFQ at any time for any reason or no reason. Additionally, MARTA may in accordance with applicable law, by addendum, modify any provision or part of this RFQ at any time prior to the quotation due date and time. The Quoter shall not rely on oral clarifications to the RFQ unless they are confirmed, in writing, by MARTA in an issued addendum. MARTA also reserves the right to award based upon a Quoter’s original submission without discussion.

6. GEORGIA OPEN RECORDS ACT. Information provided to MARTA is subject to disclosure under the Georgia Open Records Act (“GORA”). Pursuant to O.C.G.A. § 50-18-72(a)(34), “[a]n entity submitting records containing trade secrets that wishes to keep such records confidential under this paragraph shall submit and attach to the records an affidavit affirmatively declaring that specific information in the records constitute trade secrets pursuant to Article 27 of Chapter 1 of Title 10 [O.C.G.A. § 10-1-760 et seq.].”

7. REPRESENTATION. By submitting a quote in response to this RFQ, Quoter acknowledges and represents that: (a) the accompanying quote is made by a person or business entity that is neither a high cost lender nor a predatory lender, nor is the Quoter an affiliate of a high cost lender or a predatory lender, as described in Chapter 6A of Title 7 of the Official Code of Georgia Annotated (“Code”); (b) it has read all of the RFQ documents (including, without limitation, the Contract), including all addenda issued and acknowledges that, if successful, Quoter shall be bound by the requirements stated therein; (c) the signatory to the Quote is the Quoter (or Quoter’s duly authorized agent or employee of the Quoter with the authority to bind Quoter hereto); (d) any information or disclosure provided in response to this RFQ are fully restated herein and remain truthful and accurate representations up to and including the date Quoter submits its Quote to MARTA; (e) MARTA will not agree to make any substantive revisions to the Contract; (f) it will be bound by MARTA’s Code of Ethics available at https://www.itsmarta.com/uploadedFiles/More/About_MARTA/Code%20of%20Ethics% 2010-10-24.pdf as the same may be amended from time to time in MARTA’s sole discretion; and (g) it agrees that it will voluntarily notify MARTA immediately if any information or disclosure provided to MARTA during any part of this procurement process changes, is no longer accurate or would be misleading in any way.

Quoter acknowledges and agrees that in the event of a conflict between the RFQ in the Quoter’s possession and the version maintained by MARTA, the version maintained by MARTA shall govern.

8. PROTESTS. Any protest or objection to this RFQ or the solicitation process must be submitted, in a timely manner, in accordance with the Protest Procedures set forth on MARTA’s website at https://itsmarta.com/uploadedfiles/Bid%20Protest%20Procedure.pdf

PART 2: REQUIRED SUBMITTAL FORMS

(Check List)

This Checklist is being provided for information purposes only. Quoters are responsible for reviewing the entire solicitation document and remitting all required and/or requested information and submittals. Please include the checklist with your Quote, however, failure to remit the Checklist will not result in the Quoter being deemed non-responsive.

Complete, sign, notarize (if applicable) and submit all forms listed below:

Illegal Immigration Reform and Enforcement Act Affidavit (Form 1) Contract Affidavit (Form 1a) Subcontractor Affidavit (Form 1b) Sub-Subcontractor Affidavit (Form 1c)

Acknowledgement of Addenda (Form 2) Quotation Form (Form 3) No Conflict of Interest (Form 4) List of Proposed Subcontractors (Form 5) Qualifications and Business References (Form 6) Appendix A: Office of Diversity and Inclusion Requirements

FORM 1

ILLEGAL IMMIGRATION REFORM AND ENFORCEMENT ACT FORMS

All Quoters must comply with the Illegal Immigration Reform and Enforcement Act of 2011, O.G.G.A § 13-10-90, et seq. (“IIREA”). Pursuant to the Act, the Quoter must provide with its quote proof of its registration which must contain User ID Number and Date of Registration and continuing and future participation in the E-Verify program established by the United States Department of Homeland Security. For additional information on the E-Verify program or to enroll in the program, go to https://e-verify.uscis.gov/enroll. Under state law, MARTA cannot consider any quote which does not include a completed Contractor’s Affidavit. It is not the intent of this notice to provide detailed information or legal advice concerning the Act. Quoters must familiarize themselves with IIREA and are solely responsible for ensuring their compliance therewith. Quoters may not rely on these instructions for that purpose. These instructions are offered only as a convenience to assist Quoters in complying with the requirements of MARTA’s procurement process and the terms of this RFQ.

1. Where the business structure of a Quoter is such that Quoter is required to obtain an

Employer Identification Number (EIN) from the Internal Revenue Service, Quoter must complete the Contractor Affidavit on behalf of, and provide a Federal Work Authorization User ID Number issued to, the Quoter itself (see Example 1 below). Where the business structure of a Quoter does not require it to obtain an EIN, each entity comprising Quoter must submit a separate Contractor Affidavit (see Example 2 below).

Example 1: ABC, Inc. and XYZ, Inc. form and submit a quote/quote/proposal as

TransitService, LLC. TransitService, LLC must enroll in the E-verify program and submit a single Contractor Affidavit in the name of TransitService, LLC which includes the Federal Work Authorization User ID Number issued to TransitService, LLC.

Example 2: ABC, Inc. and XYZ, Inc. execute a joint venture agreement and submit a quote/quote/proposal under the name TransitService, JV. If, based on the nature of the JV agreement, TransitService, JV is not required to obtain an Employer Identification Number from the IRS. The quote/quote/proposal submitted by TransitService, JV must include both a Contractor Affidavit for ABC, Inc. and a Contractor Affidavit for XYZ, Inc.

2. All Contractor Affidavits must be executed by an authorized representative of the entity named in the Affidavit. Contractors utilizing any subcontractors are required to have each subcontractor and sub-subcontractor complete Forms 1b and 1c prior to the award of the contract.

FORM 1a Contractor Affidavit

O.C.G.A. § 13-10-91(b)(1)

By executing this Contractor Affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services on behalf of MARTA has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned contractor will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13-10-91(b). Contractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Federal Work Authorization User Identification Number Date of Authorization

Name of Contractor: ________________________________________________

Name of Project: ________________________________________________

Name of Public Employer: Metropolitan Atlanta Rapid Transit Authority

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on _____________, 20___ in _________________ (city), __________ (state)

Signature of Authorized Officer or Agent

Printed name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME

ON THIS THE ____ DAY OF _________, 20____

NOTARY PUBLIC

My Commission Expires:

FORM 1b Subcontractor Affidavit

O.C.G.A. § 13-10-91(b)(3)

By executing this Subcontractor Affidavit, the undersigned subcontractor verifies its compliance with O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services under a contract with ___________________________________ (name of contractor) on behalf of MARTA has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned subcontractor will continue to use the federal work authorization program throughout the contract period and the undersigned subcontractor will contract for the physical performance of services in satisfaction of such contract only with sub-subcontractors who present an affidavit to the subcontractor with the information required by O.C.G.A. § 13-10-91(b). Additionally, the undersigned subcontractor will forward notice of the receipt of an affidavit from a sub-subcontractor to the contractor within five business days of receipt. If the undersigned subcontractor receives notice of receipt of an affidavit from any sub-subcontractor that has contracted with a sub-subcontractor, subcontractor shall forward, within five business days of receipt, a copy of such notice to the contractor. Subcontractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Federal Work Authorization User Identification Number Date of Authorization

Name of Subcontractor: ____________________________________________________

Name of Project: ____________________________________________________

Name of Public Employer: Metropolitan Atlanta Rapid Transit Authority

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on _____________, 20__ in _________________ (city), __________ (state)

Signature of Authorized Officer or Agent

Printed name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME

ON THIS THE ____ DAY OF _________, 202____

NOTARY PUBLIC

FORM 1c Sub-subcontractor Affidavit

O.C.G.A. § 13-10-91(b)(4)

By executing this affidavit, the undersigned sub-subcontractor verifies its compliance with O.C.G.A. §13-10-91, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services under a contract for _______________________________________ (name of subcontractor or sub-subcontractor with whom such sub-subcontractor has privity of contract) and _______________________________________ (name of contractor) on behalf of MARTA has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A.§13-10-91. Furthermore, the undersigned sub-subcontractor will continue to use the federal work authorization program throughout the contract period and the undersigned sub-subcontractor will contract for the physical performance of services in satisfaction of such contract only with sub-subcontractors who present an affidavit to the sub-subcontractor with the information required by O.C.G.A. §13-10- 91(b). The undersigned sub-subcontractor shall submit, at the time of such contract, this affidavit to __________________________________________ (name of subcontractor or sub-subcontractor with whom such sub-subcontractor has privity of contract). Additionally, the undersigned sub-subcontractor will forward notice of the receipt of any affidavit from a sub-subcontractor to ____________________________________________ (name of subcontractor or sub-subcontractor with whom such sub-subcontractor has privity of contract). Sub-subcontractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Federal Work Authorization User Identification Number Date of Authorization

Name of Sub-Subcontractor: ___________________________________________

Name of Project: ___________________________________________

Name of Public Employer: Metropolitan Atlanta Rapid Transit Authority

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on _____________, 20__ in _________________ (city), __________ (state)

Signature of Authorized Officer or Agent Printed name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME

ON THIS THE ____ DAY OF _________, 20____

NOTARY PUBLIC

FORM 2

ACKNOWLEDGMENT OF ADDENDA

Each Quoter must complete and submit an acknowledgement with its quote, that it has received all Addenda issued by MARTA for this solicitation. If none were issued check the box next to the word “NONE” below. This form has been included and may be used to satisfy this requirement.

This is to acknowledge receipt of the following Addenda for RFQ Q50777: Document Scanning and Disposal Services.

NONE [ ]

Addenda # Date

1. _____________________________________ ______________________;

2. _____________________________________ ______________________;

3. _____________________________________ ______________________;

4. _____________________________________ ______________________;

5. _____________________________________ ______________________;

6. _____________________________________ ______________________;

7. _____________________________________ ______________________;

8. _____________________________________ ______________________;

9. _____________________________________ ______________________; and

10. _____________________________________ ______________________.

Date:_______________, 20_____

Corporate Quoter:

[Insert Corporate Quoter Name]

By:

Print Name:

Title:

Corporate Secretary/Assistant Secretary (Corporate Seal)

Date: __________________, 20_____

Non-Corporate Quoter: [Insert Non- Corporate Quoter Name]

Notary Public (Seal)

FORM 3

QUOTATION FORM

On and as of ____________________, 202_, the undersigned, having examined carefully and become familiar with the (a) accompanying Request for Quotations for RFQ No. Q50777:

Document Scanning and Disposal Services (“RFQ”); (b) any addenda to the RFQ; and (c) the Contract (as defined in the RFQ) being solicited by the Metropolitan Atlanta Rapid Transit Authority (“MARTA”), hereby submits this quote to MARTA in response to RFQ No. Q50777.

In compliance with RFQ Q50777 and the attached Contract, the undersigned hereby covenants and agrees to perform all Services in accordance with the Scope of Work and terms and conditions set forth in the Contract at the prices set forth in this quotation. The undersigned certifies that the only person or parties interested in this quotation as principals are those named herein, and that this quotation is made without collusion with any other person, firm, or corporation.

The quantity shown on the Quote Form as the "Estimated Quantity" for each item is an estimated quantity only for the purpose of comparing quotes. The Contractor shall deliver the product, at the prices quoted, in such quantities as the Authority orders. The Authority does not guarantee that the actual quantity of work under the Contract will exceed, equal, or approximate these estimates.

In the event of a discrepancy between the Unit Price and the Extended Price, the Unit Price quoted will be deemed by MARTA as the intended price being quoted by the Quoter and the Extended Price (as well as the Quote Total) shall be adjusted accordingly. In the event of a discrepancy between the sum of the Extended Price and the Quote Total, the sum of the Extended Price shall govern, and the Quote Total shall be adjusted accordingly.

Execution. The Quote Form must be signed by an authorized employee or representative of the Quoter.

Modifications/Edits. Quoter shall not delete, modify or supplement the printed matter on the Quote Form or make any substitutions therefore unless specifically permitted (or directed) on the Quote Form.

FORM 3

QUOTATION FORM

RFQ NUMBER Q50777

In witness whereof, the Quoter hereto has executed this Quotation Form this day of , 20 .

QUOTER:

Company Name:

Street Address:

City: State: Zip:

Telephone Number: Email Address:

Item Number

Service Description

Number of

Pages Rate per Page

Extended Price

#1 Scanning MARTA Board Records 350,000

#2 Scanning Claims Files 432,000

#3 Scanning Historical Agreements 15,000

#4 Disposal of Workers’ Compensation and Personal Injury Files

432,000

Corporate Quoter:

[Insert Corporate Quoter Name]

Print Name: _________________________

Corporate Secretary/Assistant Secretary (Corporate Seal)

Non-Corporate Quoter:

[Insert Non-Corporate Quoter Name]

Print Name: _________________________

Notary Public (Seal)

THE QUOTATION FORM MUST BE SIGNED IN ORDER TO BE CONSIDERED FOR AWARD.

FORM 4

NO CONFLICT OF INTEREST

Except as may be identified and explained below, the undersigned hereby certifies that: (a) no member of the Board of Directors, officer, and employee of the Metropolitan Atlanta Rapid Transit Authority; (b) no elected, appointed, and employed official or employee of the State of Georgia and of a governing body, instrumentality, or political subdivision within the territory comprising the Counties of Fulton, DeKalb or Clayton, Georgia; (c) no relative of any persons described above; (d) no member of and delegate to the Congress of the United States has an interest whatsoever in Quoter’s organization and in the proceeds of a Contract and agreement which might be made between Quoter and the Metropolitan Atlanta Rapid Transit Authority as a result of the, quote, or qualification statement accompanied by this certification; and (e) no person who is or who during the past six months has been a member of the Board of Directors, an officer, or an employee of the Metropolitan Atlanta Rapid Transit Authority is employed by or on behalf of the Quoter’s organization.

The undersigned certifies that he/she is legally authorized by the Quoter to make the above representation, and that the representation is true to the best of his/her knowledge and belief and without deliberate omission of any inquiry which would to the best of his/her belief tend to change the above representation. The undersigned understands that any representation made knowing it to be false may disqualify the Quoter from being awarded the Contract and future work by MARTA.

NOTE: THIS CERTIFICATION MUST BE COMPLETED, SIGN AND SUBMITTED TO MARTA.

Signature:

Name(Print):

Title: Telephone #:

Email Address:

Name of Quoter Company:

Address:

FORM 5

LIST OF PROPOSED SUBCONTRACTORS

1. NAME: _______________________________________________________________________________________________________

ADDRESS: _____________________________________________________________________________________________________

TELEPHONE NUMBER: _________________________________________________________________________________________

SUBCONTRACT EFFORT: _______________________________________________________________________________________

AGE OF FIRM: _______YEAR(S) ________ MONTH(S) DBE NON-DBE

ANNUAL GROSS RECEIPTS OF FIRM:

$0 - $99,999 $100,000 - $499,999 $500,000 - $999,999 $1,000,000 - $4,999,999

$5,000,000 - $9,999,999 $10,000,000 - $14,999,999 $15,000,000 – 24,999,999

2. NAME: _______________________________________________________________________________________________________

ADDRESS: _____________________________________________________________________________________________________

TELEPHONE NUMBER: _________________________________________________________________________________________

SUBCONTRACT EFFORT: _______________________________________________________________________________________

3. NAME: _______________________________________________________________________________________________________

ADDRESS: _____________________________________________________________________________________________________ TELEPHONE NUMBER: _________________________________________________________________________________________

SUBCONTRACT EFFORT: _______________________________________________________________________________________

Please additional sheet(s) if needed)

FORM 6

QUALIFICATIONS AND BUSINESS REFERENCES

Name of Quoter:

Social Security Number (if Individual)

Federal ID Number

1. Are you registered to do business in Georgia? Yes No

Business Classification: ______________________

2. Is your company licensed to do Business in the State of Georgia? Yes No Business License Number: ____________________

3. Please mark the appropriate classification of your organization.

Individual Partnership Corporation

Limited Liability Company Joint Venture S Corporation

Please identify the State which your organization is incorporated. _________________

If a partnership, list names and addresses of partners; if a corporation, list names of officers and directors and State of Incorporation; if a joint venture, list names and addresses of ventures and, if any venturer is a corporation, partnership, or joint venture, list the same information for each such corporation, partnership, and joint venture.

4. How many years has your organization been in business under your present business name?

____ yrs.

5. How many years of experience has your organization had in work similar to the work of this

Contract?

(a) As a prime contractor? (b) As a subcontractor?

6. List all the contracts which your organization has completed during the last 5 years which demonstrate the qualifications to perform the work of this Contract which your firm has provided services of similar size and scope. (For joint venture work, show the sponsoring individual or company.) Use additional sheet(s), using the same format (s) below as needed.

Customer Organization Name:

Customer Address:

Year: Contract Price:

Kind of Contract: Location of Work:

Contact Person Name: Contact Person Number:

Contact Person Email Address:

Project Name or Service Description:

Customer Organization Name:

Customer Address:

Year: Contract Price:

Kind of Contract: Location of Work:

Contact Person Name: Contact Person Number:

Contact Person Email Address:

Project Name or Service Description:

7. Have you or your organization, or any officer or partner thereof, failed to complete a contract?

If so, provide details

8. Financial information for last two (2) years:

Year Ending: Year Ending:

Total Gross Sales $ $ Net Profit (Loss) $ $ Current Assets $ $ Current Liabilities $ $ Audited Financial Statements Available? Yes No Yes No

9. Is any litigation pending against your organization or has your organization been engaged in any litigation or adversarial proceedings within the last five (5) years? [Check the correct response below:]

Yes No

If the response is yes, please provide a detailed description of each proceeding below:

(Use additional pages if necessary.)

The undersigned certifies that he/she is legally authorized by the Quoter to make the statements and representations contained in this form, and represents and warrants that the foregoing information is true and accurate to the best of his knowledge, and intends that the Metropolitan Atlanta Rapid Transit Authority rely thereon in awarding the Contract.

RESPONDENT NAME:

DATE OF SIGNING:

SIGNATURE:

TITLE:

QUOTER MAY USE ADDITIONAL SHEETS IF NECESSARY TO RESPOND TO ANY

QUESTION(S).

APPENDIX A

OFFICE OF DIVERSITY AND INCLUSION REQUIREMENTS

RESERVED.

PART 3

RFQ NO. Q50777

FORM OF CONTRACT

See attached.

DOCUMENT SCANNING AND DISPOSAL SERVICES

CONTRACT NO Q50777

This _Document Scanning and Disposal Services_ Contract (“Contract”) is entered into and effective on and as of ___________ (“Effective Date”) by and between the Metropolitan Atlanta Rapid Transit Authority (“MARTA”) and the ________________, a ___________________________ (“Contractor”). MARTA and Contractor are collectively referred to herein as the “Parties” and each, individually, as a “Party.”

1. SERVICES.

(a) Service. Subject to the terms and conditions set forth herein, Contractor shall perform the services described in the statement of work attached hereto as Exhibit A (“Statement of Work,” “Scope of Work,” “Scope of Services” or “Services”). The Contractor shall perform the Services when ordered from time to time by MARTA or as stipulated in the Statement of Work. Any changes or amendments to the Statement of Work shall be in writing executed by both parties prior to Contractor beginning any work under the amendment. Contractor will be responsible for the cost of, obtaining, maintaining and complying with, and paying all fees and taxes associated with, all applicable licenses, authorizations, consents, approvals and permits required of Contractor in performing Services and complying with this Contract. Contractor acknowledges and agrees that MARTA is exempt from all State taxes, use taxes and federal excise taxes, and no provisions for such taxes should be included in any price proposal/quote and MARTA will not pay any such tax if included therein or otherwise invoiced.

(b) Unless otherwise expressly provided in this Contract, all materials, equipment, software, facilities and labor required for the proper performance of the Services shall be furnished by and be under the sole direction and control of Contractor

Contract Name: Document Scanning and Disposal Services

Contract No: Q50777

Contractor: ______________________ MARTA Department: ________________ Address:

Address:

MARTA

2424 Piedmont Road, NE Atlanta, Georgia 30324-3330

Phone: _____________________________ Phone:_____________________________ Email:_____________________________ Email:_____________________________ Contractor’s Authorized Representative:

MARTA’s Authorized Representative:

___________________ (or his or her designee(s)) and at Contractor’s sole expense. Contractor shall be responsible, at its sole cost, for procuring and using such resources in a professional and workmanlike manner at no additional cost to MARTA.

(c) Removal of Employees Assigned to MARTA Contract. Within a reasonable period, but not later that seven (7) days after Contractor’s receipt of notice from MARTA that the continued assignment to this Contract of any Contractor Employees is not in the best interests of MARTA or may create a conflict of interest (in MARTA’s sole determination), Contractor shall remove such Contractor Employee(s) from providing services under this Contract. Contractor will not be required to terminate the employment of such individual. Contractor will assume all costs associated with the replacement of any Contractor Employees. In addition, Contractor agrees to remove from this Contract any Contractor Employees who have engaged in willful misconduct or have committed a material breach of this Contract immediately after Contractor becomes aware of such misconduct or breach and notify MARTA of the same. For purposes of this Contract, the term “Contractor Employee(s)” shall mean all of Contractor’s employees, contractors, subcontractors, agents, including, without limitation, the employees, contractors, subcontractors, agents of Contractor’s partners or joint venture partners and any other individuals or entities providing any of the Services set forth in the Contract under the color of Contractor’s authority.

(d) Contractor Authorized Representative. Contractor designates the person(s) named herein above as its Contractor Authorized Representative (“Contractor Authorized Representative”) who shall: (a) be an employee within Contractor’s organization, with the information, authority and resources available to properly coordinate Contractor’s responsibilities under this Contract; (b) serve as primary interface and the single-point of communication for the provision of Services by Contractor; (c) have day-to-day responsibility and authority to address issues relating to the Services; and (d) devote adequate time and efforts to managing and coordinating the Services.

(e) MARTA Authorized Representative. MARTA designates the person(s) named herein above as its MARTA Authorized Representative(s) (“MARTA Authorized Representative”) who shall: (a) serve as primary interface and the primary point(s) of communication for the provision of Services; (b) have day-to-day responsibility to address issues relating to this Contract; and (c) to the extent provided under applicable law (and the policies and procedures of MARTA) as the same may change from time to time, have the authority to execute any additional documents or changes on behalf of MARTA.

2. TERM. The term of this Contract shall commence on the Effective Date and expire twelve (12) months after MARTA provides Contractor with a written Notice to Proceed, unless earlier terminated in accordance with the terms of this Contract. The term ‘Notice to Proceed’ for purposes of this Contract means a written instruction from MARTA to Contractor instructing the Contractor to commence work under this Contract.

3. SPECIAL TERMS AND CONDITIONS. Notwithstanding anything to the contrary contained herein, the Parties acknowledge and agree that in the event of a conflict between the terms and conditions contained in Exhibit B and the balance of the Contract, the terms and conditions set forth in Exhibit B shall control.

4. COMPENSATION. MARTA shall only pay Contractor for the Services actually requested by

MARTA’s Authorized Representative, which are timely performed by Contractor in accordance with the terms of this Contract by Contractor and actually received by MARTA. MARTA shall pay Contractor at the rate(s) set forth in Exhibit C or elsewhere in this Contract. Contractor acknowledges and agrees that the total compensation payable to Contractor shall not exceed $___________________. Except as set forth in Exhibit C or elsewhere in this Contract, the Contractor may bill for the Services actually requested and rendered on a monthly basis. Notwithstanding anything to the contrary contained herein, Contractor acknowledges and agrees not to submit an invoice to MARTA if the amount due is less than $500.00, unless it is the final invoice. Each invoice must contain the following information in order to be processed by MARTA: (a) Contract Number; (b) contain a description of the Services rendered;

MARTA will pay each properly formatted, rendered and undisputed invoice, via MARTA’s Self-Invoicing Portal, within thirty (30) days after the later of MARTA’s receipt of the invoice (as noted above) or MARTA’s receipt and acceptance of the goods, equipment and/or services. For instructions to submit invoices via MARTA’s Self-Invoicing Portal, please access the following link:

http://www.itsmarta.com/uploadedFiles/More/Procurement/Procedures%20for%20Su bmitting%20a%20Vendor%20Invoice_Rev%2001.09.2018.pdf.

Notwithstanding anything to the contrary contained herein, the Parties acknowledge and agree that in the event of a conflict between the terms and conditions contained in this Section 5 and Exhibit C, the terms and conditions set forth in Exhibit C shall control.

6. EQUAL EMPLOYMENT OPPORTUNITY AND DISADVANTAGED BUSINESS ENTERPRISES.

RESERVED.

7. DEFAULT; REMEDIES.

(a) Contractor shall be in default under the terms of this Contract if Contractor:

(i) fails to make any payment within five (5) days of the date such payment is due to MARTA whether or not MARTA has provided the Contractor with an invoice or written notice of the amount due or overdue;

(ii) ceases to provide any of the Services without the written consent of MARTA’s Authorized Representative or becomes permanently deprived of the rights, powers, or privileges necessary for the proper conduct thereof;

(iii) becomes insolvent or seeks the benefit of any present or future insolvency statute, makes an assignment for the benefit of any creditor, files a voluntary petition in bankruptcy, or consents to the appointment of a receiver, trustee or liquidator of any of its assets;

(iv) files a petition under any part of the federal bankruptcy laws, or an action under any present or future insolvency law or statute, or is involved in an involuntary bankruptcy filing that is not dismissed within sixty (60) days after filing

(v) fails to keep, perform or observe any term, covenant or condition set forth in this Contract;

(vi) intentionally or willfully misrepresents any material fact to MARTA;

(vii) makes any material misrepresentation (or failed to make a full and accurate disclosure) to MARTA in the documents, questionnaires, forms or materials submitted by Contractor in response to a solicitation or any document pursuant to which this Contract was awarded, or failed to comply with all requirements, including, without limitation, MARTA’s ethical standards and conflicts of interest policies; or

(viii) fails to pay any and all taxes and assessments required to be paid under this Contract or in the operation of MARTA’s business.

(b) If Contractor is in default, MARTA will notify Contractor in writing of the nature of the default and the time period within which to cure, if any. If Contractor, (a) where a specific time period for the cure is provided in the applicable subsection of this Contract, does not cure the default within that period, or (b) where a time period for the cure is not specifically provided in the applicable section, does not cure the default within twenty (20) days from receipt of notice from MARTA, MARTA may, without further notice to Contractor and Contractor’s sureties, if any, elect to exercise any of the following remedies:

(i) terminate all or any portion of this Contract or any of Contractor’s rights under this Contract at any time thereafter and recover from Contractor all costs, expenses, losses and damages recoverable under this Contract (including, without limitation, all reasonable costs associated with the re-procurement of the Services) or applicable law as a result thereof.

(ii) cure any default Contractor’s cost. If MARTA at any time, by reason of Contractor’s default, pays any sum to cure any default, the sum paid by MARTA shall be immediately due from Contractor to MARTA, and shall bear interest at the rate of one and one-half percent (1.5%) per month from (or such maximum rate permissible by applicable law, if lower) the date paid by MARTA until the date MARTA is fully reimbursed by Contractor.

(iii) the right to offset against and deduct from the fees payable to Contractor (if any), any amounts due MARTA from Contractor, including, but not limited to, unauthorized or disputed expenses and liquidated damages as described herein (if any). If MARTA pays any sum or incurs any obligations or expense because of the failure, inability, neglect or refusal of Contractor to perform or fulfill any of the terms or conditions of the Contract that it is obligated to perform or fulfill, then MARTA shall have the right to deduct said expenses from Contractors fees coming due under this Contract.

(iv) exercise any and all other rights or remedies available under this Contract or at law or in equity.

8. TERMINATION FOR CONVENIENCE. MARTA shall have the right to terminate this Contract without cause at any time during the term of this Contract by giving written notice to Contractor at least thirty (30) days prior to the date such termination is to be effective.

9. EFEFCT OF TERMINATION. Unless otherwise provided herein, termination of this Contract, in whole or in part and for any reason, shall not affect: (a) any liabilities or obligations of either Party arising before such termination or out of the events causing such termination; or (b) any remedies to which a Party may be entitled under this Contract, at law or in equity. Upon termination of this Contract, Contractor shall immediately: (i) discontinue Services on the date and to the extent specified in the notice; (ii) inventory, maintain and turn over to MARTA all Work Product (hereinafter defined), licenses, equipment, materials, plant, tools, and property furnished by Contractor or provided by MARTA for performance of the terminated Services; (iii) comply with all other reasonable requests from MARTA regarding the terminated Services; and (iv) continue to perform in accordance with all of the terms and conditions of this Contract any portion of the Services that are not terminated.

10. SUSPENSION OF SERVICES. MARTA may suspend at any time, by written notice to

Contractor, the performance of all or any portion of the Services for any amount of time. Upon receipt of a suspension notice, Contractor must, unless the notice requires otherwise, immediately (a) discontinue suspended Services on the date and to the extent specified in the notice, (b) place no further orders or subcontracts for materials, services or facilities with respect to suspended Services, (c) cease advertising to the public as a provider of the suspended Service(s) and (d) take any other reasonable steps to minimize costs associated with the suspension.

11. MARTA’s RIGHT TO REVIEW AND REJCT. Any Service, Work Product or other document or item to be submitted or prepared by Contractor hereunder shall be subject to the review of MARTA Authorized Representative. The MARTA Authorized Representative may disapprove, if in MARTA Authorized Representative’s sole opinion, the Work Product, Service, document, or item is not in accordance with the requirements of this Contract or sound professional service principles, or is impractical, uneconomical, or unsuited in any way for the purposes for which the Work Product, Service, document, or item is intended or is deemed unsuitable for MARTA purposes by MARTA Authorized Representative. If any of the said items or any portion thereof are so disapproved, Contractor shall revise the items until they meet the approval of MARTA Authorized Representative. However, Contractor shall not be compensated under any provision of this Contract for repeated performance of such disapproved items.

12. AUDIT AND INSPECTION.

(a) Contractor will provide to MARTA, and any entity designated by MARTA, either access to Contractor Employees and, either (at MARTA’s sole discretion) (1) access to Contractor’s offices and property or (2) supply to MARTA the information requested by MARTA for the purpose of performing audits and inspections of Contractor and/or any of the relevant information relating to the Services and this Contract. Contractor acknowledges and agrees that any such information that is either provided to MARTA or MARTA is allowed to review, shall be in an unredacted form. Such audits, inspections and access may be conducted to: (a) verify the accuracy of charges and invoices; (b) examine Contractor’s performance of the Services; (c) monitor compliance with the terms of this Contract, including, without limitation, compliance with Corporate Compliance & Engagement (CC&E) policies;

and (d) any other matters reasonably requested by MARTA. Contractor shall provide, at no additional cost, full cooperation to MARTA and its designated entities in connection with audit functions and examinations by regulatory authorities. All audits and inspections will be conducted during normal business hours (except with respect to Services that are performed during off-hours). Contractor shall promptly respond to and rectify the deficiencies identified in and implement changes suggested by any audit or inspection report.

(b) If any audit or inspection of charges, invoices or Services reveals that MARTA has overpaid any amounts to Contractor, Contractor shall immediately refund such overpayment and Contractor shall also pay to MARTA interest on the overpayment amount at the rate of one and one-half percent (1.5%) per month (or such maximum rate permissible by applicable law, if lower) which shall begin accruing from the date the overpayment was made until the date the overpayment is refunded to MARTA by Contractor. Additionally, Contractor acknowledges and agrees that MARTA may deduct such amounts due from future invoices until all overpaid amounts (including, interest thereon) are repaid in full.

(c) Until the later of: (a) five (5) years after expiration or termination of this Contract;

(b) the date that all pending matters relating to this Contract (e.g., disputes) are closed or resolved by the Parties; or (c) the date such retention is no longer required to meet MARTA’s records retention policy or any record retention policy imposed by applicable law, if more stringent than MARTA’s policy, Contractor will maintain and provide access upon request to the records, data, documents and other information required to fully and completely enable MARTA to enforce its audit rights under this

13. CONFLICTS OF INTEREST; PROHIBITED INTERESTS.

(a) Conflicts of Interest. The Contractor agrees to execute and return the Certification of

No Conflict of Interest attached hereto as Exhibit E and to comply with MARTA’s Code of Ethics (available on-line at Code of Ethics 10-10-24.pdf). Contractor shall immediately notify MARTA in writing, specifically disclosing any and all potential or actual conflicts of interests, which arise or may arise during the execution of its work in the fulfillment of the requirements of the Contract whether or not MARTA has identified such conflict of interest. MARTA shall make a written determination as to whether a conflict of interest actually exists and the actions to be taken to resolve the conflict of interest, which may include termination of this Contract or the suspension of Services.

(b) Prohibited Interests. The Contractor undertakes, represents, and warrants that none of the following persons, during his tenure or for six (6) months thereafter, has or will have any interest, direct or indirect, in the Contract or in any part of the proceeds hereof: members of MARTA's Board of Directors; officers or employees of MARTA (or former employees of MARTA who within the preceding six (6) month period have been a MARTA employee), or of any representative of MARTA in the administration of the Contract; members of or delegates to the United States Congress or to the Georgia legislature; and members of the governing body, and all other officers or employees of MARTA, City of Atlanta or the Counties of Clayton, Cobb, DeKalb, Fulton or Gwinnett, Georgia.

14. INSURANCE REQUIREMENTS. Contractor shall comply with the insurance and bonding requirements set forth on Exhibit D. Contractor further agrees that its obligation to indemnify and hold harmless MARTA Indemnitees (as defined in Section 15) will not be limited to the limits or terms of Contractor’s…