Consulting and Technical Services+ (CATS+)

Task Order Request for Proposals (TORFP)

MITDP PROJECT MANAGEMENT SUPPORT SERVICES

CATS+ TASK ORDER # R95R4400395

Baltimore City Community College (BCCC)

Issue Date: February 27, 2014

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TABLE OF CONTENTS
KEY INFORMATION SUMMARY SHEET ..................................................................................... V
SECTION 1 - ADMINISTRATIVE INFORMATION ....................................................................... 1
1.1 TORFP SUBJECT TO CATS+ MASTER CONTRACT ......................................................1
1.2 ROLES AND RESPONSIBILITIES .....................................................................................1
1.3 TO AGREEMENT.................................................................................................................1
1.4 TO PROPOSAL SUBMISSIONS .........................................................................................2
1.5 ORAL PRESENTATIONS ....................................................................................................2
1.6 QUESTIONS .........................................................................................................................2
1.7 TO PRE-PROPOSAL CONFERENCE .................................................................................2
1.8 CONFLICT OF INTEREST ..................................................................................................3
1.9 LIMITATION OF LIABILITY .............................................................................................3
1.10 CHANGE ORDERS ..............................................................................................................3
1.11 TRAVEL REIMBURSEMENT.............................................................................................3
1.12 MINORITY BUSINESS ENTERPRISE (MBE) ...................................................................3
1.13 VETERAN OWNED SMALL BUSINESS ENTERPRISE (VSBE) .....................................4
1.14 NON-DISCLOSURE AGREEMENT ...................................................................................4
1.15 LIVING WAGE .....................................................................................................................4
1.16 IRANIAN NON-INVESTMENT ..........................................................................................5
1.17 CONTRACT MANAGEMENT OVERSIGHT ACTIVITIES ..............................................5
1.18 MERCURY AND PRODUCTS THAT CONTAIN MERCURY..........................................5
1.19 PURCHASING AND RECYCLING ELECTRONIC PRODUCTS .....................................5
SECTION 2 - SCOPE OF WORK ........................................................................................................ 6
2.1 PURPOSE .................................................................................................................................6
2.2 REQUESTING AGENCY BACKGROUND ........................................................................6
2.3 PROJECT BACKGROUND .................................................................................................7
2.4 REQUIRED POLICIES, GUIDELINES AND METHODOLOGIES ...................................8
2.5 GENERAL REQUIREMENTS .............................................................................................9
2.6 PERFORMANCE AND PERSONNEL ..............................................................................17
2.7 DELIVERABLES................................................................................................................18
2.8 MINIMUM QUALIFICATIONS ........................................................................................29
2.9 TO CONTRACTOR AND PERSONNEL OTHER REQUIREMENTS .............................30
2.10 RETAINAGE ......................................................................................................................30
2.11 INVOICING ........................................................................................................................30
2.12 WORK ORDER PROCESS.................................................................................................32
SECTION 3 - TASK ORDER PROPOSAL FORMAT AND SUBMISSION REQUIREMENTS
................................................................................................................................................................ 34
3.1 REQUIRED RESPONSE ....................................................................................................34
3.2 SUBMISSION .....................................................................................................................34
3.3 SUMMARY OF ATTACHMENTS ....................................................................................34
3.4 PROPOSAL FORMAT .......................................................................................................35
SECTION 4 - TASK ORDER AWARD PROCESS.......................................................................... 40

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4.1 OVERVIEW ........................................................................................................................40

4.2 TO PROPOSAL EVALUATION CRITERIA .....................................................................40
4.3 SELECTION PROCEDURES .............................................................................................40
4.4 COMMENCEMENT OF WORK UNDER A TO AGREEMENT ......................................41
LIST OF ATTACHMENTS ................................................................................................................ 42
ATTACHMENT 1 PRICE PROPOSAL ............................................................................................ 43
ATTACHMENT 2 MINORITY BUSINESS ENTERPRISE FORMS............................................ 44
ATTACHMENT 2 D-1 MDOT CERTIFIED MBE UTILIZATION AND FAIR SOLICITATION AFFIDAVIT...46
ATTACHMENT 2 D-2 MBE PARTICIPATION SCHEDULE .....................................................................48
ATTACHMENT 2 D-3 MBE OUTREACH EFFORTS COMPLIANCE STATEMENT ....................................50
ATTACHMENT 2 D-4 MBE SUBCONTRACTOR PROJECT PARTICIPATION CERTIFICATION ..................51
ATTACHMENT 2 D-5 MBE PRIME CONTRACTOR PAID/UNPAID MBE INVOICE REPORT...................52
ATTACHMENT 2 D-6 SUBCONTRACTOR PAID/UNPAID MBE INVOICE REPORT .................................53
ATTACHMENT 2 CODE OF MARYLAND REGULATIONS (COMAR) ....................................................54
ATTACHMENT 2 MBE D-7 MINORITY CONTRACTOR UNAVAILABILITY CERTIFICATE .....................56
ATTACHMENT 3 TASK ORDER AGREEMENT .......................................................................... 58
ATTACHMENT 4 CONFLICT OF INTEREST AFFIDAVIT AND DISCLOSURE .................. 61
ATTACHMENT 5 LABOR CLASSIFICATION PERSONNEL RESUME SUMMARY
(INSTRUCTIONS) ............................................................................................................................... 62
A. LABOR CLASSIFICATION PERSONNEL RESUME SUMMARY (CONTINUED) .....63
ATTACHMENT 6 PRE-PROPOSAL CONFERENCE DIRECTIONS ......................................... 65
ATTACHMENT 7 NOTICE TO PROCEED (SAMPLE) ................................................................ 66
ATTACHMENT 8 AGENCY RECEIPT OF DELIVERABLE FORM ......................................... 67
ATTACHMENT 9 DELIVERABLE PRODUCT ACCEPTANCE FORM ................................... 68
ATTACHMENT 10 NON-DISCLOSURE AGREEMENT (OFFEROR) ...................................... 69
ATTACHMENT 11 NON-DISCLOSURE AGREEMENT (TO CONTRACTOR) ...................... 70
ATTACHMENT 12 TO CONTRACTOR SELF-REPORTING CHECKLIST ............................ 73
ATTACHMENT 13 LIVING WAGE AFFIDAVIT OF AGREEMENT ........................................ 75
ATTACHMENT 14 MERCURY AFFIDAVIT ................................................................................. 76
ATTACHMENT 15 STATE OF MARYLAND VETERAN SMALL BUSINESS ENTERPRISE
PARTICIPATION (VSBE) .................................................................................................................. 77
ATTACHMENT 16 CERTIFICATION REGARDING INVESTMENTS IN IRAN .................... 78
ATTACHMENT 17 SAMPLE WORK ORDER ............................................................................... 79
ATTACHMENT 18 PERFORMANCE EVALUATION FORM .................................................... 80
ATTACHMENT 19 CRIMINAL BACKGROUND CHECK AFFIDAVIT ................................... 81
ATTACHMENT 20 PERFORMANCE EVALUATION FORM (PEF) ......................................... 82

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KEY INFORMATION SUMMARY SHEET

This CATS+ TORFP is issued to obtain the services necessary to satisfy the requirements defined in
Section 2 - Scope of Work. All CATS+ Master Contractors approved to perform work in the
Functional Area under which this TORFP is released shall respond to this TORFP with either a Task
Order (TO) Proposal to this TORFP or a Master Contractor Feedback form (See Section 3).
TORFP Title: MITDP Project Management Support Services
TO Project Number (TORFP #): R95R4400395
Functional Area: Functional Area 10, IT Management Consulting Services
TORFP Issue Date: 02/27/2014
Questions Due Date and Time: 03/21/2014 at 03:00 PM Local Time
Closing Date and Time: 03/31/2014 at 02:00 PM Local Time
TORFP Requesting Agency: Baltimore City Community College
Send Questions and Proposals to: Daniel A. Coleman, J.D.
Phone: 410- 209-6030
Fax: 410-209-6094
e-mail: [email protected]
TO Procurement Officer: Daniel A. Coleman, J.D
Office Phone Number: 410- 209-6030
Office Fax Number: 410-209-6094
TO Manager: Dr. Tom Wamalwa
Office Phone Number: 410-462-7738
Office Fax Number: 410-462-8025
e-mail address [email protected]
TO Type: Fixed Price (FP) and Time and Materials (T&M)
Period of Performance: 4 Years with one option year.
MBE Goal: 15%
VSBE Goal: 0.5%
Small Business Reserve (SBR): No
Primary Place of Performance: BCCC
2901 Liberty Heights Avenue
Baltimore, MD 21215
TO Pre-proposal Conference: BCCC
3100 Towanda Avenue
Auditorium
Baltimore, MD 21215

03/17/2014 at 10:00 AM Local Time

See Attachment 6 for directions.

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 SECTION 1 - ADMINISTRATIVE INFORMATION
1.1 TORFP SUBJECT TO CATS+ MASTER CONTRACT
In addition to the requirements of this TORFP, the Master Contractors are subject to all terms and
conditions contained in the CATS+ RFP issued by the Maryland Department of Information
Technology (DoIT) and subsequent Master Contract Project Number 060B2490023, including any
amendments.
All times specified in this document is local time, defined as Eastern Standard Time or Eastern
Daylight Time, whichever is in effect.

1.2 ROLES AND RESPONSIBILITIES

Personnel roles and responsibilities under the TO:
• TO Procurement Officer – The TO Procurement Officer has the primary responsibility for the
management of the TORFP process, for the resolution of TO Agreement scope issues, and for
authorizing any changes to the TO Agreement.
• TO Manager - The TO Manager has the primary responsibility for the management of the
work performed under the TO Agreement; administrative functions, including issuing written
directions; ensuring compliance with the terms and conditions of the CATS+ Master Contract.

The TO Manager will assign tasks to the personnel provided under this TORFP and will track
and monitor the work being performed through the monthly accounting of hours deliverable for
work types; actual work produced will be reconciled with the hours reported.
• TO Contractor – The CATS+ Master Contractor awarded the TO Agreement. The TO
Contractor shall provide human resources as necessary to perform the services described in this
TORFP Scope of Work.
• TO Contractor Manager - TO Contractor Manager will serve as primary point of contact with
the TO Manager to regularly discuss progress of tasks, upcoming tasking, historical
performance, and resolve any issues that may arise pertaining to the TO contractor support
personnel. The TO Contractor Manager will serve as liaison between the TO Manager and the
senior TO Contractor management.
• TO Support Personnel – Any resource provided by the TO Contractor in support of this
TORFP over the course of the TORFP period of performance.
• Proposed Personnel – Any individual named in the TO Proposal by the Master Contractor to
perform work under the scope of this TORFP. Proposed personnel shall start as of TO
Agreement issuance unless specified otherwise.

1.3 TO AGREEMENT
Based upon an evaluation of TO Proposal responses, a Master Contractor will be selected to conduct
the work defined in Section 2 - Scope of Work. A specific TO Agreement, Attachment 3, will then be
entered into between the State and the selected Master Contractor, which will bind the selected Master
Contractor (TO Contractor) to the contents of its TO Proposal, including the TO Financial Proposal.

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1.4 TO PROPOSAL SUBMISSIONS

The TO Procurement Officer will not accept submissions after the date and exact time stated in the
Key Information Summary Sheet above. The date and time of submission is determined by the date
and time of arrival in the TO Procurement Officer’s e-mail inbox.

1.5 ORAL PRESENTATIONS

All Master Contractors and proposed staff will be required to make an oral presentation to State
representatives. The initial oral presentation will be uniform for all Offerors that meet minimum
qualifications.
In the event that more than ten (10) Offerors meet minimum qualifications, Offerors meeting minimum
qualifications will be required to participate in an initial oral presentation via telephone, the format of
which will be determined and conveyed to the Offerors in advance. Offerors will be ranked based on
their oral presentation, proposed resource resume and initial TORFP review. The top five (5) Offerors
will be required to submit to in-person oral presentations that will include the proposed resource.
Significant representations made by an Offeror during the oral presentation or during the in-person
interview shall be submitted in writing. All such representations will become part of the Offeror’s
proposal and are binding, if the TO Agreement is awarded to the Offeror. The TO Procurement
Officer will notify Offeror of the time and place of oral presentations.

1.6 QUESTIONS
All questions must be submitted via email to the TO Procurement Officer no later than the date and
time indicated in the Key Information Summary Sheet. Answers applicable to all Master Contractors
will be distributed to all Master Contractors who are known to have received a copy of the TORFP.
Answers can be considered final and binding only when they have been answered in writing by the
State.

1.7 TO PRE-PROPOSAL CONFERENCE

A pre-proposal conference will be held at the time, date and location indicated on the Key Information
Summary Sheet. Attendance at the pre-proposal conference is not mandatory, but all Offerors are
encouraged to attend in order to facilitate better preparation of their proposals.
Seating at pre-proposal conference will be limited to two (2) attendees per company. Attendees should
bring a copy of the TORFP and a business card to help facilitate the sign-in process.
The pre-proposal conference will be summarized in writing. As promptly as is feasible subsequent to
the pre-proposal conference, the attendance record and pre-proposal summary will be distributed via
email to all Master Contractors known to have received a copy of this TORFP.
In order to assure adequate seating and other accommodations at the pre-proposal conference, please
send an email the TO Procurement Officer indicating your planned attendance no later than three (3)
business days prior to the pre-proposal conference. In addition, if there is a need for sign language
interpretation and/or other special accommodations due to a disability, please contact the TO
Procurement Officer no later than five (5) business days prior to the pre-proposal conference. The
BCCC will make reasonable efforts to provide such special accommodation.

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1.8 CONFLICT OF INTEREST

The TO Contractor awarded the TO Agreement shall provide IT technical and/or consulting services
for State agencies or component programs with those agencies, and shall do so impartially and without
any conflicts of interest. Each Master Contractor shall complete and include with its TO Proposal a
Conflict of Interest Affidavit and Disclosure in the form included as Attachment 4 of this TORFP. If
the TO Procurement Officer makes a determination that facts or circumstances exist that give rise to or
could in the future give rise to a conflict of interest within the meaning of COMAR 21.05.08.08A, the
TO Procurement Officer may reject a Master Contractor’s TO Proposal under COMAR 21.06.02.03B.
Master Contractors should be aware that the State Ethics Law, State Government Article, §15-508,
might limit the selected Master Contractor's ability to participate in future related procurements,
depending upon specific circumstances.
By submitting a Conflict of Interest Affidavit and Disclosure, the Master Contractor shall be construed
as certifying all personnel and subcontractors are also without a conflict of interest as defined in
COMAR 21.05.08.08A.

1.9 LIMITATION OF LIABILITY

The TO Contractor’s liability is limited in accordance with Section 27 of the CATS+ Master Contract.
TO Contractor’s liability for this TORFP is limited to 1 times the total TO Agreement amount.

1.10 CHANGE ORDERS

If the TO Contractor is required to perform work beyond the scope of Section 2 of this TORFP, or
there is a work reduction due to unforeseen scope changes, a TO Change Order is required. The TO
Contractor and TO Manager shall negotiate a mutually acceptable price modification based on the TO
Contractor’s proposed rates in the Master Contract and scope of the work change. No scope of work
changes shall be performed until a change order is approved by DoIT and executed by the TO
Procurement Officer.

1.11 TRAVEL REIMBURSEMENT

Expenses for travel performed in completing tasks for this TORFP shall be reimbursed in accordance
with the CATS+ Master Contract.

1.12 MINORITY BUSINESS ENTERPRISE (MBE)

This TORFP has MBE goals and sub-goals as stated in the Key Information Summary Sheet above.
A Master Contractor that responds to this TORFP shall complete, sign, and submit all required MBE
documentation at the time of TO Proposal submission (See Attachment 2 Minority Business Enterprise
Forms and Section 3 Task Order Proposal Format and Submission Requirements). Failure of the
Master Contractor to complete, sign, and submit all required MBE documentation at the time of
TO Proposal submission will result in the State’s rejection of the Master Contractor’s TO
Proposal.

1.12.1 MBE PARTICIPATION REPORTS

BCCC will monitor both the TO Contractor’s efforts to achieve the MBE participation goal and
compliance with reporting requirements.
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A) Monthly reporting of MBE participation is required in accordance with the terms and conditions of
the CATS+ Master Contract by the 15th day of each month.
B) The TO Contractor shall provide a completed MBE Prime Contractor Paid/Unpaid MBE Invoice
Report (Attachment 2, Form D-5) to BCCC at the same time the invoice copy is sent.
C) The TO Contractor shall ensure that each MBE Subcontractor provides a completed Subcontractor
Paid/Unpaid MBE Invoice Report (Attachment 2, Form D-6).
D) Subcontractor reporting shall be sent directly from the subcontractor to the BCCC. The TO
Contractor shall email all completed forms, copies of invoices and checks paid to the MBE directly
to the TO Manager.

1.13 VETERAN OWNED SMALL BUSINESS ENTERPRISE (VSBE)

This TORFP has a VSBE subcontract participation goal as stated in the Key Information Summary
Sheet above, representing the percentage of total fees paid for services under this TO. By submitting a
response to this solicitation, the bidder or offeror agrees that this percentage of the total dollar amount
of the contract will be performed by verified veteran-owned small business enterprises.

1.14 NON-DISCLOSURE AGREEMENT

1.14.1 NON-DISCLOSURE AGREEMENT (OFFEROR)
A reading room is currently not anticipated for this TORFP, however in the event that the need arises,
the following applies:
Certain system documentation may be available for potential Offerors to review at a reading room at
BCCC’s address. Offerors who review such documentation will be required to sign a Non-Disclosure
Agreement (Offeror) in the form of Attachment 10. Please contact the TO Procurement Officer of this
TORFP to schedule an appointment.

1.14.2 NON-DISCLOSURE AGREEMENT (TO CONTRACTOR)

Certain system documentation may be required by the TO Contractor awarded the TO Agreement in
order to fulfill the requirements of the TO Agreement. The TO Contractor, employees and agents who
review such documents will be required to sign, including but not limited to, a Non-Disclosure
Agreement (TO Contractor) in the form of Attachment 11.

1.15 LIVING WAGE

The Master Contractor shall abide by the Living Wage requirements under Title 18, State Finance and
Procurement Article, Annotated Code of Maryland and the regulations proposed by the Commissioner
of Labor and Industry. An Affidavit of Agreement shall be submitted as part of the Master Contract
Agreement in accordance with the CATS+ Master Contract.
All TO Proposals shall be accompanied by a completed Living Wage Affidavit of Agreement,
Attachment 13 of this TORFP.

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1.16 IRANIAN NON-INVESTMENT

All TO Proposals shall be accompanied by a completed Certification Regarding Investments in Iran,
Attachment 16 of this TORFP.

1.17 CONTRACT MANAGEMENT OVERSIGHT ACTIVITIES

DoIT is responsible for contract management oversight on the CATS+ Master Contract. As part of
that oversight, DoIT has implemented a process for self-reporting contract management activities of
TOs under CATS+. This process shall typically apply to active TOs for operations and maintenance
services valued at $1 million or greater, but all CATS+ TOs are subject to review.
Attachment 12 is a sample of the TO Contractor Self-Reporting Checklist. DoIT will send initial
checklists out to applicable TO Contractors approximately three months after the award date for a TO.
The TO Contractor shall complete and return the checklist as instructed on the form. Subsequently, at
six month intervals from the due date on the initial checklist, the TO Contractor shall update and
resend the checklist to DoIT.

1.18 MERCURY AND PRODUCTS THAT CONTAIN MERCURY

THIS SECTION IS NOT APPLICABLE TO THIS TORFP

1.19 PURCHASING AND RECYCLING ELECTRONIC PRODUCTS

THIS SECTION IS NOT APPLICABLE TO THIS TORFP

THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK

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SECTION 2 - SCOPE OF WORK

2.1 Purpose
The intent of this TORFP is to deliver PMO capabilities to BCCC to perform all of the core project
management and implementation supervision roles for a commercial off the shelf (COTS) Enterprise
Resource Planning (ERP) project in full compliance with the SDLC and PMBOK as well as provide
personnel on demand for specific types of support that is required to execute the project. It is
anticipated that the Core PMO Team shall consist of a minimum of two persons; the Project Manager,
and a Project Management Assistant. These positions will be proposed as key personnel. Additional
personnel will be added to the Task Order utilizing a Work Order process, as defined in Section 2.12,
as necessary to accomplish specific project work. Typically, these services are isolated to one or more
SDLC Phases and are not needed for the entire length of the project.
Additional MITDP Project Management Services may be provided by this TO utilizing a Fixed Price
(FP) or Time and Material (T&M) Work Order process. This shall allow BCCC to incrementally add
project resources needed to manage MITDP projects in-scope under this TORFP. In order extend
services to an additional MITDP, the following steps shall occur:
1. A Change Order shall be made to the TO in order to include funding from the additional project
to be supported.
2. The Change Order shall be approved by DoIT.
3. Separate Work Orders shall be established to ensure that PMO support for each project is
tracked and paid for separately. Fixed Price (FP) Work Orders shall be dedicated to a single
MITDP. Time and Materials (T&M) personnel may work on more than one MITDP, but they
shall account for their time worked for each project on separate Work Orders.
The State intends to solicit separate procurements for COTS ERP implementation services, which are
not part of this TORFP. The Offeror awarded a Task Order under this TORFP shall not be eligible to
compete for any ERP implementation service procurements for the COTS ERP project or any other IT
(MITDP) projects managed under this TO.
The Master Contractor shall submit the resumes of two (2) key personnel to perform the work under
this TO Agreement. BCCC intends to make a single award for the services described in this TORFP.

2.2 REQUESTING AGENCY BACKGROUND

BCCC provides outstanding educational, cultural, and social experiences to the residents of Baltimore
City, the State of Maryland, and surrounding areas. The College’s accessible, affordable,
comprehensive programs include college transfer and career preparation, technical training, and life
skills training. The College provides a variety of student services that meet and support the learning
needs of an increasingly diverse student population. BCCC is a dynamic higher education institution
that is responsive to the changing needs of its stakeholders: individuals, businesses, government, and
educational institutions of the community.
BCCC is an institution of higher education and a State agency which provides outstanding educational,
cultural, and social experiences to the citizens of Baltimore, the State of Maryland, and surrounding
areas. BCCC’s administrative system needs to be replaced as it is no longer sufficient to support the
business functions and comply with federal, State and local regulations.
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2.2.1 BCCC Current Technology Environment

The College’s IT Services department is a group of 30+ employees that support; desktop, helpdesk, lab
support, and audiovisual (A/V). The department also has groups that encompass programmer/analysts,
systems/network and telecom support. The main systems are Exchange email, a legacy ERP,
Blackboard as the Learning Management System (LMS) and various discipline related departmental
applications. SharePoint and SQL Server are used.
The network infrastructure is supported by a 10GB fiber backbone throughout the College. Each of the
major campus locations is supported by its own Internet connection. All workstations are attached to
the network infrastructure through switched 100MBps Ethernet connections. The connectivity
equipment is provided by Cisco Systems. The primary operating systems are Microsoft Windows 7 at
the desktop and MS Windows Server at the server level.
The primary desktop application suite is Microsoft Office 2010. Plans are underway to institutionalize
a regular equipment refresh program for PCs, A/V and other common equipment.
Academically, the technology is centered on the Blackboard Enterprise System. All academic courses,
traditional and online, are represented within the College‘s Blackboard system.
Of interest for the purpose of this engagement, the College‘s current Student Information Management
System (SIMS) application was provided by Regent Education Inc., a company that has since changed
its focus toward financial aid software. The SIMS system is run on a Hewlett Packard (HP)
minicomputer. Support is limited or provided in-house for this legacy ERP system.
Presently, BCCC employs a staff of programmers/systems analysts that maintain the system and
prepares custom reports and/or programming changes as needed. The user interface is a text-based
application. There is a web component that has been adapted to the existing environment by the in-
house staff for basic functionality. The student portal supports basic student needs while the faculty
portal allows for classroom operations.
As a State agency, the College utilizes the State of Maryland FMIS financial module and only basic
functions of the State’s human resource and payroll systems.
At the conclusion of the ERP System project’s SDLC Phase 4, BCCC will proceed through the
procurement process of acquiring a modern, COTS ERP system to replace the legacy system.

2.3 PROJECT BACKGROUND

BCCC will be replacing its “administrative system” which consists of legacy (mainframe and COBOL
based) modules, some no longer supported by vendor. This non-integrated system cannot support basic
compliance regulations or enhanced business functions. BCCC has been found deficient in recent
audits and is out of compliance with State & federal security mandates. BCCC requires an integrated
system to support its business processes; business processes must be standardized, and the network
identity management system must be upgraded to avoid identifying students by Social Security
Numbers and birthdates. The current system is not integrated, causing administrative inefficiencies,
data duplication, security gaps and operational issues. BCCC requires a COTS ERP system to address
the current deficiencies. Currently, the project is in the planning phase (SLDC Phase 3). The planning
phase will define an estimated 36-48 month process to establish the following major COTS ERP
modules:
• Finance, including the chart of accounts (COA)

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• Student & Financial Aid

• Human Resources
• Web Portal
• Operational Data Store & warehouse, reporting tool
An enterprise level, COTS ERP system shall entirely replace the legacy systems. Students shall have
ability to better manage their academic portfolio; staff shall be able to perform basic and advanced
administrative functions, and faculty shall have the ability to perform classroom management and
communicate with students on a daily basis.
The following areas are considered in scope for the COTS ERP project:
1. Identity Management System that provides single sign on integration with the COTS ERP
system and other third party products
2. Disaster Recovery/ Business Continuity (DR/BC) capability
3. Data Warehouse for operational reporting
4. Ad hoc reporting tool
5. Dashboards and analytical tools
6. Web Portal
7. Classroom Room Utilization tool
8. Document Imaging
9. Interfaces to State of Maryland systems (i.e. FMIS, Annapolis Data Center Mainframe System,
other systems)
10. Federal Systems interfaces (i.e. Department of Education, Financial Aid, 1098-T (IRS),
Homeland Security –SEVIS, National Clearing House),
11. Infrastructure planning and upgrades to support items 1-10 above.

2.4 REQUIRED POLICIES, GUIDELINES AND METHODOLOGIES

The TO Contractor shall comply with all applicable laws, regulations, policies, standards, and
guidelines affecting information technology and technology projects, which may be created or changed
periodically.
The TO Contractor shall adhere to and remain abreast of current, new, and revised laws, regulations,
policies, standards and guidelines affecting security and technology project execution.
The following policies, guidelines and methodologies can be found at the DoIT site
(http://doit.maryland.gov/policies/Pages/ContractPolicies.aspx). These may include, but are not limited
to:
• The State of Maryland System Development Life Cycle (SDLC) methodology
• The State of Maryland Information Technology Security Policy and Standards
• The State of Maryland Information Technology Non-Visual Access Standards

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• The TO Contractor shall follow project management methodologies consistent with the Project
Management Institute’s Project Management Body of Knowledge Guide.
• TO Contractor assigned personnel shall follow a consistent methodology for all TO activities.

2.5 GENERAL REQUIREMENTS

2.5.1 Introduction
This section provides an overview of the Project Management Services available on this Task Order.
The strategy for this Task Order is to provide two capabilities for managing the COTS ERP Project:
1. The ERP Core Project Management Office Team’s (Core PMO Team) responsibility is to
provide a long term leadership, direction, and planning and oversight capability; to assist
BCCC in managing the COTS ERP project. The scope of work for this team is ONLY the
COTS ERP Project. In the event that an additional MITDP is added to this Task Order, a
separate Work Order will be required to activate a Core PMO Team for that project. The Core
PMO Team shall operate in three separate pricing models based on SDLC Phases for the COTS
ERP project. A formal NTP will be issued by the TO Manager for each phase listed below:
a. During the SDLC Phase 3 - Planning Phase, the Core PMO Team shall work on a Fixed
Price by Deliverable basis as it develops the SDLC required planning documentation for
the project. The period of performance for this activity shall be approximately six (6)
months from the Contract’s initial NTP.
b. During SDLC Phase 4 - Requirements Phase, the Core PMO Team shall work on a
Fixed Price per Month basis while requirements are developed in preparation for the
implementation phases of the project. The Core PMO Team shall work on this basis
until the COTS ERP project moves to SDLC Phase 5, Design.
c. During the SDLC implementation phases (SDLC Phase 5 - Design through SLDC
Phase 8 - Implementation to Full Production, the Core PMO Team shall work on a
Fixed Price per Month basis.
d. This task shall end at the end of SDLC Phase 8. Typically, the first year of SDLC
Phase 9 (Operations and Maintenance) is considered to be a part of the MITDP. If
BCCC requires PMO services in SDLC Phase 9, a separate Work Order will be used to
provide these services.
2. Additional project management capability may be provided by Work Order to address project
management work that is only required during specific times in the lifecycle of the project.
These resources shall only be utilized when they are needed for specific tasks. These task areas
will be further described in following sections of the TORFP. All of the tasks and artifacts are
based upon the State of Maryland IT SDLC, which can be found at
http://doit.maryland.gov/SDLC/Pages/SDLCHome.aspx

2.5.2 CORE PMO TEAM SERVICES

2.5.2.1 Foundation PMO Services

These services are applicable throughout the entire TO period of performance.

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The Core PMO Team capability is intended to initially provide long term project management support
for the COTS ERP project. This includes but is not limited to the following requirements which apply
to all phases (SDLC Phases 3 – 8) of the project:
1. Directly oversee all members of the Core PMO Team (both core and additional services staff
provided by Work Order) to ensure that they have proper direction and guidance in the
execution of their duties.
2. Oversee the execution of all project management processes documented in the PMP to ensure
that all project management processes are effective managed in accordance with the State
SDLC and PMBOK best practices. The PM shall institute changes in project management
processes (and associated documentation) as necessary to ensure that the project is executed
within scope, budget and schedule and at an acceptable level of risk. Specific processes
include:
a. Scope Management
b. Schedule Management
c. Cost Management
d. Quality Management
e. Staffing Management
f. Communications Management
g. Risk Management
h. Procurement Management
i. Change Management
3. Serve as the primary focal point for communications between Agency leadership, project
stakeholders and members of the project team including both PMO and Implementation
Contractor personnel.
4. Serve as an advisor to the Agency Sponsor and the TO Manager to ensure that the project is
managed as effectively as possible.
5. In all cases where artifacts are created by Work Orders and accepted by BCCC, it shall be the
responsibility of the Core PMO Team to make all necessary changes and corrections to
documents during future phases of the project.
6. Provide the following services:
a. Requirements Management: Requirements Management includes the following
activities:
i. Overseeing and managing the process of identifying and documenting system
requirements by creation of functional and non-functional requirement
documents, “as-is” and “to-be” cross-functional flow diagrams and the
Requirements Traceability Matrix.
ii. Ensuring that requirements are implemented in the development of procurement
and/or design documents and recorded in the Requirements Traceability Matrix
(RTM).
iii. Ensuring that the testing process correctly tests system functionality based on
documented requirements.
iv. Ensure that all requirements documentation is updated and modified as
necessary over the course of the project.
b. Annual Information Technology Procurement Request (ITPR): Initially when the
project transitions from SDLC Phase 4 (Requirements to SDLC Phase 5 (Design) and
annually thereafter in conjunction with the budget process, the Core PMO Team shall
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provide support to BCCC to provide analysis and documentation support necessary to

ensure that the ITPR submission is successfully completed on time
c. Meeting Coordination: Provide the following support for meetings related to the
project:
i. Conduct a Kick Off meeting at the beginning of the contract.
ii. Schedule and hold a weekly status meeting for the COTS ERP project team
members and stakeholders.
iii. Coordinate and schedule any other meetings required in the execution of the
project.
iv. Record and archive meeting minutes for all meetings attended by the Core PMO
Team.
d. Project Reporting: for the duration of the project, provide the following reporting
services:
i. For the duration of the project, provide a weekly status report.
ii. For the duration of the project, provide monthly Financial Reports utilizing the
DoIT standard financial reporting spreadsheet.
iii. Ad hoc reporting needed to satisfy external or management information
requests.
iv. Other reporting requirements as requested by the TO Manager.

2.5.2.2 Project Management Planning Phase (Fixed Price by Deliverables)

Services to create project planning documents and the Foundation PMO Services (see Section 2.5.2.1)
shall be provided during SDLC Phase 3 of the COTS ERP Project on a Fixed Price by Deliverable
basis This task shall begin based on the initial NTP for the TO and will terminate when all planning
deliverables have been accepted by BCCC. Period of Performance for this phase of the work is
approximately six (6) months from initial project NTP. The deliverables to be provided include:
• PMO Documentation Delivery Schedule This document is a schedule for completing the
remainder of the documents in this section. When the Integrated Master Schedule is completed
and approved, it shall replace this schedule.
• Project Organization Chart
• Project Scope Statement (PSS)
• Responsibility Assignment Matrix (RAM)
• Project Staffing Estimates
• Work Breakdown Structure (WBS)
• Project Management Plan (PMP) including all sub-plans.
• Integrated Master Schedule (IMS)
• Test Master Plan (TMP)
Templates exist for all of these deliverables documents on the DoIT Web Site at
http://doit.maryland.gov/SDLC/Pages/Templates.aspx. The TO Contractor shall use these templates to
the maximum extent possible in the development of these documents.

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A 10% retainage will be held on all deliverables until completion of the Phase 4 to Phase 5 ITPR
Project Implementation Request (PIR) review has been approved by DoIT. During this review, all
project documentation is reviewed and will be approved by DoIT for the project to proceed to SDLC
Phase 5 which begins project implementation. See Section 2.10.Retainage.
Note: TO Contractor shall be responsible for maintaining and updating and maintaining the documents
described in this section for the remainder of the COTS ERP project.

2.5.2.3 Requirements Development Phase (Fixed Price per Month)

The Requirements Development Phase shall be provided on a Fixed Price per month basis. The
Requirements Development Management Phase (SDLC Phase 4) begins when all projects planning
documentation is complete and approved by BCCC thus finishing SDLC Phase 3.
The TO Manager will issue a separate NTP to begin this segment of the Core PMO Team’s work.
During this segment, the Core PMO Team shall:
1. Provide Foundation PMO Services as described in Section 2.5.2.1.
2. Assist BCCC in developing the necessary Work Orders to execute the requirements definition
and documentation and any other project work which must be completed in this phase.
3. Provide direction and oversight to manage the requirements identification and documentation
work which is staffed by a separate Work Order.
4. Provide direction and oversight to support the RFP creation process for all procurements
required to execute the implementation phases of the COTS ERP project.
5. Provide direction and oversight for manage any additional Work Orders established during this
phase of the project.
This segment of the Core PMO Team’s work concludes upon the award of a contract to the
Implementation Contractor responsible for providing the COTS ERP system to BCCC.
2.5.2.4 Implementation Management Phase (Fixed Price per Month)
The Implementation Management Phases will be provided on a Fixed Price per month basis.
The TO Manager will provide a separate NTP for this segment after an implementation contractor has
been awarded.
During the implementation phases of the project (SDLC Phases 5 – 8) the Core PMO Team shall be
responsible for providing Foundation PMO Services as described in Section 2.5.2.1 as well as
providing oversight over the activities of other Implementation Contractor(s) and BCCC personnel
working on the project, serving as the eyes and ears of the Agency sponsor and stakeholders. This
includes, but is not limited to the following activities:
1) Ensuring that all Contractor(s) tasks are represented in the IMS and that Contractor(s) are
following the IMS, completing tasks on schedule.
2) Maintaining the IMS based on inputs from the Implementation Contractor(s) and BCCC.
3) Providing quality management services to ensure that Implementation Contractor(s)’
deliverables meet contract and project requirements and are meeting quality standards. This
includes but is not limited to quality assurance activities outlined in the Quality Management
Plan.
4) Tracking all Contractor(s) costs to ensure that costs are staying within budget estimates.

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5) Ensuring that issues and risks affecting other stakeholders are identified, analyzed and
addressed as necessary.

2.5.3 ADDITIONAL PROJECT SERVICES

The TO Contractor may provide additional services, deliverables, and resources as requested by the
Agency by responding to Work Orders on a FP or T&M basis. It is anticipated that Work Orders will
be issued for additional support for project activities including but not limited to:

2.5.3.1 Requirements identification and documentation (SDLC Phase 4):

2.5.3.1.1 Requirements Analysis Services
The requirements analysis activities shall address the following:
1. Provide business process review, analysis and documentation services
2. Provide business analysis services for the target audience which are the departmental client
organizations as part of the business process review including:
a) Financial Aid,
b) Student Affairs,
c) Academic Affairs,
d) Human Resources,
e) Business and Continuing Education Department (BCED)
f) Business and Finance.
g) Institutional Advancement, Foundation, Marketing and Research
h) Information Technology Services
i) Finance,
j) The general student community
3. Review and leverage the huge investment in the Business Process Re-engineering (BPR) documentation
produced by earlier studies.
4. Provide ERP business and technical requirements gathering and prioritization
5. Provide requirements documentation including:
a) Documenting business requirements to meet institutions needs
b) Documenting technical requirements to select a modern state of the art, “best fit” and
sustainable ERP system for the College
c) Documenting an ERP system that is sustainable, viable, comprehensive, robust, maintainable,
and expandable. The system should be compatible and be able to integrate with a broad variety
of third-party software that augment the core system including tools, software development,
management and data reporting/warehouse environments.
d) Documenting business and technical requirements at a detailed level, specifically by ERP
module and by sub-module process (feature and/or functionality) for both business and
technical requirements.
e) Providing specifications rating criteria to be a natural outcome of the specifications criteria.
Self-documenting rubric (from requirements to evaluation rating) and an accompanying
methodology
f) Developing a COTS Fit-Gap Analysis document (a required DoIT SDLC document) to be used
as a part of the RFP so that BCCC client departments, ERP Working Group, and Executive
Steering Committee can easily see selected specification/criteria and the relevant rating and
strength of element for each ERP vendor.
6. Provide business analysis services to create:
a) Functional Requirements Document (FRD).
b) Requirements Traceability Matrix.

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c) COTS Fit Gap Analysis

d) As-Is and To-Be cross functional flow diagrams to illustrate current and new business
processes.
2.5.3.1.2 Functional Requirements Document (FRD) Deliverable
This document is a formal statement of the system’s functional requirements including, but not limited
to functional process requirements, data requirements, system interface requirements and non-
functional or operational requirements.
2.5.3.1.3 Requirements Traceability Matrix Deliverable
This table links requirements to their origin and traces them throughout the project lifecycle. This
table provides requirements traceability from requirements definition, through product selection and
customization to testing. The RTM shall be created at the beginning of the requirements analysis
process and updated as additional requirements are identified and documented. This document shall be
constantly updated as the project moves into the implementation phases to provide the desired
requirements traceability to design, configuration and testing documentation.
2.5.3.1.4 COTS Fit-Gap Analysis Services
Identifies in detail the extent to which the COTS solution meets each of the validated requirements and
how all gaps shall be addressed in the new system. This document shall be used as a part of the RFP
for the production system.
2.5.3.1.5 Business Process Change Management Plan Deliverable
The Business Process Change Management Plan documents the specific plans to implement agreed-
upon changes to the end user’s business processes to achieve BCCC goals and to successfully utilize
the ERP system.

2.5.3.2 Procurement Documentation Deliverables

After requirements have been established and documented, TO Contractor may be tasked by Work
Order to:
1. Lead business and technical specifications/requirements gathering and prioritization efforts.
2. Assist BCCC in the authoring of RFP documents which will be used to provide implementation
services
3. Assist BCCC in executing procurements to acquire additional Implementation Contractor(s) for the
project.

2.5.3.3 Business Process Redesign Services

When acquiring and configuring COTS software, constant tradeoff decisions are necessary in terms
of making choices between business process redesign and COTS system customization. TO
Contractor may be tasked by Work Order to:
1. Provide analysis support to determine the best approach to conform system capabilities to
expected business practice.
2. Provide business process change strategies and support to assist the organization in planning
and executing process changes to adapt to the new system.
3. Provide resource(s) with business analysis experience to review and document business
processes in a higher education setting.

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4. Participate in multiple business process review sessions. The College envisions approximately
twelve (12) facilitated sessions of the most critical business processes to be required.
5. Review a previous study that was undertaken in 2009 using it as the baseline for process review
by:
6. Updating the previous Business Process Review
7. Adding new processes to the Business Process Review
8. Update with any significant updates or additions made since 2009.
9. Be able to provide high level and detailed business process review. The outcome of this activity
shall provide a clear indication of the current business practices and the importance of those
practices with respect to the future selection of the ERP.
10. Provide the updated Business Process Documents as a deliverable. This includes specific
departmental processes that have changed and any new significant processes that have been
instituted since 2009.

2.5.3.4 System Security Consensus Document (SSCD) Deliverable

This is a single document containing all information relevant to completing the system’s Certification
and Accreditation (C&A). The remainder of the tasks required to achieve C&A certification are the
responsibility of the Implementation Contractor(s).

2.5.3.5 Post Implementation Review Report Deliverable

This document summarizes the assessment of implementation activities at the end of the
Implementation Phase.

2.5.3.6 Testing Services

During SDLC Phases 6 and 7, testing resources may be needed in order to:
1) Develop Test Plans
2) Develop test scripts and test cases
3) Provide testing services
4) Coordinate and document User Acceptance Testing.
Note: These services are separate and distinct from the Core PMO Team requirement to develop a
Test Plan.

2.5.3.7 Subject Matter Experts (SME) Resource

During all SDLC phases, it may be necessary to bring on SMEs for several purposes:
1) To assess specific issues or problems in areas in which neither the State nor
Contractor(s) on the project have sufficient expertise to address.
2) To provide a backfill capability for State employees who are needed to work on the
project. In this case, personnel with skills similar to existing State employees may be
recruited and used to directly support Agency operations in order to free up State
employees to work on the project.

2.5.3.8 Training Personnel Resource

During SDLC Phases 7 and 8 it may be necessary to bring on trainers to perform the following
functions:

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1) Prepare training materials that will be needed to train personnel in the proper use of the
new system
2) Trainers who can perform “Train the Trainer” classes to train Agency personnel to
provide classes to other State Personnel
3) Trainers who can provide direct training to State employees who are to use the new
system.

2.5.3.9 Rollout Planning and Support Services

During phases 7 and 8 it may be necessary to bring on rollout planning and support personnel to:
1) Provide a planning capability to assist the Agency in planning a smooth transition from
the old system to the new system.
2) Provide rollout support personnel who can assist the State in coordinating and
conducting the system rollout.

2.5.3.10 Collaboration Support Tool Setup and Management Services

BCCC intends to use several software tools including SharePoint to provide collaboration among the
stakeholders and members of the project team to more effectively manage the project and
communicate effectively with business stakeholders. Services may be needed to configure, support
and administer these tools during the project lifecycle. TO Contractor may be asked via a Work Order,
to provide technical staff to support the use of these tools.

2.5.3.11 Document Imaging Requirements Services

The ability to integrate a document imaging system with the ERP is a critical requirement for BCCC.
TO Contractor may be required to provide services to establish and document the functional
requirements for an imaging system which shall be implemented as a part of the ERP system.

2.5.3.12 Identity Management Services

In order to provide an LDAP single sign on capability and effective security control for the ERP
system and other BCCC systems, it shall be necessary to implement a redesigned identify management
system for BCCC’s network operating system. TO Contractor may be requested to provide project
management and planning support services necessary to accomplish this task prior to implementation
of the ERP. Implementation services shall be provided by a separate TO.

2.5.3.13 Other Project Management Services as Required

During the course of the project, it may be necessary to accomplish additional tasks that have not been
identified at this time.

2.5.4 SERVICE LEVEL AGREEMENT (SLA)

THIS SECTION IS NOT APPLICABLE TO THIS TORFP.

2.5.5 BACKUP / DISASTER RECOVERY

THIS SECTION IS NOT APPLICABLE TO THIS TORFP.

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2.5.6 REQUIREMENTS FOR HARDWARE, SOFTWARE, AND MATERIALS

Office space, telephone, network access, computers and software will be provided for the Core PMO
Team at BCCC to provide an environment for them to work in close proximity to the BCCC sponsor
and executive sponsor and other BCCC IT personnel who are working on the project.
Each Work Order will separately establish the work location, and source of network access, computers
and software necessary for the Work Order team to perform their tasks.

2.6 PERFORMANCE AND PERSONNEL

2.6.1 WORK HOURS
• Business Hours Support: The TO Contractor’s collective assigned personnel shall support core
business hours (8:30 AM to 5:00 PM), Monday through Friday except for State holidays,
observed by the BCCC .
• State-Mandated Service Reduction Days: TO Contractor shall be required to participate in
State-mandated Service Reduction Days as well as State Furlough Days. In this event, the TO
Contractor will be notified in writing by the TO Manager of these details.
• Minimum and Maximum Hours: Full-time TO Contractor personnel shall work a minimum of
40 hours per week with starting and ending times as approved by the TO Manager. A flexible
work schedule may be used with TO Manager approval, including time to support any efforts
outside core business hours. TO Contractor personnel may also be requested to restrict the
number of hours TO Contractor personnel can work within a given period of time that may
result in less than an eight hour day or less than a 40 hour work week.
• Vacation Hours: Requests for leave shall be submitted to the TO Manager at least two weeks in
advance.

2.6.2 PERFORMANCE EVALUATION

TO Contractor personnel will be evaluated by the TO Manager monthly for assignments performed
during that period. The TO Manager shall evaluate performance of each TO Contractor resource
using the established performance evaluation form included as Attachment 18.

2.6.3 PERFORMANCE ISSUE MITIGATION

At any time during the TO period of performance, should the performance of a TO Contractor
resource is rated “unsatisfactory”, BCCC will pursue the following mitigation procedures prior to
requesting a replacement employee:
A) The TO Manager shall document performance issues and give written notice to the TO
Contractor, clearly describing problems and delineating remediation requirement(s).
B) The TO Contractor shall respond with a written remediation plan within three business days
and implement the plan immediately upon written acceptance by the TO Manager.
C) Should performance issues persist, the TO Manager may give written notice or request the
immediate removal of person(s) whose performance is at issue, and determine whether a
substitution is required.

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2.6.4 SUBSTITUTION OF PERSONNEL AFTER AWARD

The substitution of personnel procedures is as follows:
A) The TO Contractor may not substitute key personnel without the prior approval of the TO
Manager.
B) To replace any personnel, the TO Contractor shall submit resumes of the proposed personnel
specifying their intended approved labor category. Any proposed substitute personnel shall
have qualifications equal to or better than those of the replaced personnel.
C) Proposed substitute personnel shall be approved by the TO Manager. The TO Manager shall
have the option to interview the proposed substitute personnel. After the interview, the TO
Manager shall notify the TO Contractor of acceptance or denial of the requested substitution.

2.6.5 PREMISES AND OPERATIONAL SECURITY

A) The TO Contractor’s employees shall upon arrival at BCCC report to Public Safety and acquire
a temporary ID badge which they will promptly display during their tenure at the College.
Upon their completion of their work assignment and/or their separation from the Core PMO
Team, the TO Contractor shall return their ID badge to the Public Safety Department.

2.7 DELIVERABLES
2.7.1 DELIVERABLE SUBMISSION
For every deliverable, the TO Contractor shall request that the TO Manager confirm receipt of that
deliverable by sending an Agency Receipt of Deliverable form (Attachment 8) with the deliverable.
The TO Manager will acknowledge receipt of the deliverable via email using the provided form.
For every deliverable, the TO Contractor shall submit by email a Deliverable Product Acceptance
Form (DPAF), provided as Attachment 9, to the TO Manager in MS Word (2007 or greater).
Unless specified otherwise, written deliverables shall be compatible with Microsoft Office,
Microsoft Project and/or Microsoft Visio versions 2007 or later. At the TO Manager’s discretion,
the TO Manager may request one hard copy of a written deliverable.
A standard deliverable review cycle will be elaborated and agreed-upon between the State and the
TO Contractor. This review process is entered into when the TO Contractor completes a
deliverable.
For any written deliverable, the TO Manager may request a draft version of the deliverable, to
comply with the minimum deliverable quality criteria listed in Section 2.7.3. Drafts of each final
deliverable, except status reports, are required at least two weeks in advance of when the final
deliverables are due (with the exception of deliverables due at the beginning of the project where
this lead time is not possible, or where draft delivery date is explicitly specified). Draft versions of
a deliverable shall comply with the minimum deliverable quality criteria listed in Section 2.7.3.

2.7.2 DELIVERABLE ACCEPTANCE

A final deliverable shall satisfy the scope and requirements of this TORFP for that deliverable,
including the quality and acceptance criteria for a final deliverable as defined in Section 2.7.4
Deliverable Descriptions/Acceptance Criteria.

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The TO Manager shall review a final deliverable to determine compliance with the acceptance
criteria as defined for that deliverable. The TO Manager is responsible for coordinating comments
and input from various team members and stakeholders. The TO Manager is responsible for
providing clear guidance and direction to the TO Contractor in the event of divergent feedback
from various team members.
The TO Manager will issue to the TO Contractor a notice of acceptance or rejection of the
deliverable in the DPAF (Attachment 9). Following the return of the DPAF indicating “Accepted”
and signed by the TO Manager, the TO Contractor shall submit a proper invoice in accordance
with the procedures in Section 2.11. The invoice must be accompanied by a copy of the executed
DPAF or payment may be withheld.
In the event of rejection, the TO Manager will formally communicate in writing any deliverable
deficiencies or non-conformities to the TO Contractor, describing in those deficiencies what shall
be corrected prior to acceptance of the deliverable in sufficient detail for the TO Contractor to
address the deficiencies. The TO Contractor shall correct deficiencies and resubmit the corrected
deliverable for acceptance within the agreed-upon time period for correction.
Subsequent reviews for a deliverable containing deficiencies will be limited to the original
deficiencies and the portions of the deliverable that were dependent on the deficiencies.

2.7.3 MINIMUM DELIVERABLE QUALITY

The TO Contractor shall subject each deliverable to its internal quality-control process prior to
submitting the deliverable to the State.
Each deliverable shall meet the following minimum acceptance criteria:
A) Be presented in a format appropriate for the subject matter and depth of discussion.
B) Be organized in a manner that presents a logical flow of the deliverable’s content.
C) Represent factual information reasonably expected to have been known at the time of
submittal.
D) In each section of the deliverable, include only information relevant to that section of
the deliverable.
E) Contain content and presentation consistent with industry best practices in terms of
deliverable completeness, clarity, and quality.
F) Meets the acceptance criteria applicable to that deliverable, including any State policies,
functional or non-functional requirements, or industry standards.
G) Contains no structural errors such as poor grammar, misspellings or incorrect
punctuation.
A draft written deliverable may contain limited structural errors such as incorrect punctuation, and
shall represent a significant level of completeness toward the associated final written deliverable.
The draft written deliverable shall otherwise comply with minimum deliverable quality criteria
above.

REMAINDER OF PAGE INTENTIONALLY BLANK

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2.7.4 DELIVERABLE DESCRIPTIONS / ACCEPTANCE CRITERIA

The TO Contractor may suggest other subtasks, artifacts, or deliverables to improve the quality and success of the assigned tasks. Only
Core PMO Team deliverables are listed here. Each Work Order will provide a similar deliverable table applicable to that Work Order.
No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /
Frequency
2.7.4.1 2.5.2.2 PMO Documentation Delivery A GANTT chart effectively describing the schedule for NTP + 10 days
Schedule completing all Project Management Documentation
Note: This schedule is superseded by through SDLC Phase 3. This document shall provide a
the Integrated Project Schedule when schedule for the delivery of project management
developed and approved. documentation through SDLC Phase 3.
It is expected that the total time required to create the
project planning documentation will be no more than 6
months from NTP.
2.7.4.2 2.5.2.2 Project Organization Chart Project Organization Chart, in MS Word or mutually NTP + 30 days
agreed upon document) shall contain: or as modified
Including: by the PMO
• BCCC roles and personnel Documentation
• PMO roles and personnel Delivery
• Business and IT sponsors Schedule
• Implementation contractors (when available)
2.7.4.3 2.5.2.2 Project Scope Statement MS Word or Excel document (or mutually agreed upon NTP + 30 days
document) that provide a short concise description of or as modified
the scope of the project. This document defines what is by the PMO
and what is not in scope for the project. Documentation
Delivery
This document shall follow the format of the DoIT
Schedule
Scope Document found at
http://doit.maryland.gov/SDLC/Pages/Templates.aspx

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No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.4 2.5.2.2 Responsibility Assignment Matrix MS Word or Excel document (or mutually agreed upon NTP + 30 days
document) that describe the roles and responsibilities of or as modified
the project team and key stakeholders. by the PMO
This document shall provide roles and responsibilities in Documentation
Delivery
the form of a RACI Matrix identifying the following
Schedule
characteristics for each role and responsibility on the
project:
• Responsible: Those who work to achieve
the task or deliverable.
• Accountable: Those who are ultimately
responsible for completion of the task or
deliverable.
• Consulted: Those who’s opinion are
sought about the task or deliverable.
• Informed: Those who are kept informed
of the status of the task or deliverable.

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No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.5 2.5.2.2 Project Staffing Estimates MS Word or Excel document (or mutually agreed upon NTP + 90 days
document) that provides staffing estimates for the entire or as modified
project and should consist of the following: by the PMO
• Identification of all resources, both BCCC and Documentation
contractor that will be required to complete the Delivery
project Schedule
• Expected source for the resource (BCCC staff,
contractor or other)
• Expected duration for resource need.
• Budgeted cost.
As this is likely to be a COTS ERP implementation
rather than development, the following shall also be
provided
• Identification of all required software and
hardware needed to support the ERP system
• Budgeted costs for this hardware and software.
• All other ancillary costs required to complete the
project.
This document shall be updated as necessary as the
project progresses through the SDLC Phases.

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No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.6 2.5.2.2 Work Break Down Structure MS Word or Excel document (or mutually agreed upon NTP + 90 days
document) that contains tiers showing project or as modified
milestones or phases in the top level with a breakdown by the PMO
of major project tasks into manageable “work packages” Documentation
underneath. Work packages at the bottom level should Delivery
have no smaller than two-week durations and have Schedule
measurable, testable, or observable outputs suitable for
tracking project progress. The WBS shall comply with
Maryland’s SDLC for the deliverable.
This document shall be updated as the project
progresses as work packages are completed and
additional work packages are defined.

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No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.7 2.5.2.2 Project Management Plan PMP provides fully SDLC and PMBOK compliant NTP + 160
plans in all areas shown at left. MS Word or Excel days or as
document (or mutually agreed upon document) that modified by
documents all 9 process areas for managing the ERP the PMO
project. The document shall articulate these plans for Documentation
the project and are capable of being followed throughout Delivery
the remainder of the project. Schedule
Once approved by BCCC, The Core PMO Staff is
responsible for:
1. Updating the PMP as required during the
remainder of the project.
2. Following these processes to manage the ERP
project for the remainder of the project.
TO Contractor shall deliver a PMBOK and SDLC
compliant PMP containing the following sub-plans:
1. Scope Management Plan
2. Schedule Management Plan
3. Cost Management Plan
4. Quality Management Plan
5. Staffing Management Plan
6. Communication Management Plan
7. Risk Management Plan
8. Procurement Management Plan
9. Change Management Plan
The PMP shall comply with Maryland’s SDLC for the
deliverable.

State of Maryland- Baltimore City Community College 25

PROJECT SUPPORT SERVICES TORFP NUMBER ADPICS PO

No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.8 2.5.2.2 Integrated Master Schedule (IMS) The IMS effectively models the actual and projected NTP + 160
TO Contractor shall deliver an IMS schedule for the project. It shall: days or as
using Microsoft Project which shall modified by
1. Utilize the WBS to decompose all tasks for the
be used to track schedule the PMO
project.
performance throughout the project. Documentation
As additional Implementation 2. Identify and track all tasks for the project. Active Delivery
Contractor(s) are added to the project, tasks shall be no greater than 80 hours in duration. Schedule
their scheduled tasks shall be added 3. Provide baseline schedules to support schedule
to the IMS. TO Contractor shall be variance analysis.
responsible for receiving input from
other Implementation Contractor(s) 4. Be updated on a weekly basis to track progress on the
on a weekly basis to keep the IMS project.
current. Initially, a Project Baseline This document, is typically developed in Microsoft
shall be established to cover SDLC Project, provides a master project schedule which shall
Phases 3 and 4. The Baseline be used to manage the schedule throughout the project.
Schedule shall be updated and rebase This plan shall identify all tasks (including all contractor
lined at the conclusion of SDLC and BCCC tasks), durations, dependencies and
Phase 4 when requirements are resources for all tasks preformed on the project by all
known and the Implementation project Stakeholders including but not limited to BCCC,
Contractor(s) have provided their the Core PMO Team and Implementation Contractor(s).
tasks to add to the Integrated
Schedule. When this document is completed and approved by
TO Contractor is required to update BCCC, it shall replace the PMO Project Documentation
and maintain this document thorough Schedule as the controlling schedule for all ERP project
the project. tasks.
The activities durations in the master schedule should
have the appropriate degree of granularity to manage
and track project progress. The Integrated Master
Schedule shall comply with Maryland’s SDLC for the
deliverable.

State of Maryland- Baltimore City Community College 26

PROJECT SUPPORT SERVICES TORFP NUMBER ADPICS PO

No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.9 2.5.2.2 Test Master Plan MS Word or Excel document (or mutually agreed upon Due in
Documents the scope, content, document) that shall effectively and completely accordance
methodology, sequence, management document and communicate tasks and activities needed with the IMS
of, and responsibilities for test to ensure that the system is adequately tested and can be
activities. successfully implemented to meet stated requirements.
TO Contractor is required to update The TMP shall provide the following sections:
and maintain this document thorough • Purpose
the project. • Background
• Scope
• Glossary
• Limitations and Traceability
• Test Plans
o Test Levels
o Test Environment and Schedule
o Resource Requirements
o Test Material
o Test Training
o Test Methods and Evaluation
• Test Descriptions.
For further information see the DoIT Test Master Plan
Template at
http://doit.maryland.gov/SDLC/Pages/Templates.aspx

State of Maryland- Baltimore City Community College 27

PROJECT SUPPORT SERVICES TORFP NUMBER ADPICS PO

No. Ref No. Deliverable Description/ Acceptance Criteria Due Date /

Frequency
2.7.4.10 2.5.2.1. Weekly Status Report Weekly status report provides the following Weekly
6.d information: beginning 1
1. Tasks completed in the reporting period. week after
2. Tasks initiated in the reporting period. initial NTP.
3. Tasks which were scheduled to complete or start in
the reporting period which did not complete or start.
4. Tasks anticipated to start in the next reporting
period.
5. Risk Update: New Risks or updates on risk
mitigation or status change for existing risks.
6. Issue Update: New Issues or updates on existing
issues.
7. Planned personnel vacations or unavailability.
8. Other topics as necessary.
2.7.4.11 2.5.2.1. Monthly Financial Report Monthly Financial Report reports financial status of the Monthly,
6.d project using the DoIT Monthly Financial Reporting beginning one
Template. month after
initial NTP.

REMAINDER OF PAGE INTENTIONALLY BLANK

State of Maryland- Baltimore City Community College 28

2.8 MINIMUM QUALIFICATIONS
2.8.1 OFFEROR’S COMPANY MINIMUM QUALIFICATIONS
Only those Master Contractors that fully meet all minimum qualification criteria shall be eligible
for TORFP proposal evaluation. The Master Contractor’s proposal and references will be used to
verify minimum qualifications. The Master Contractor’s proposal shall demonstrate meeting the
following minimum requirements:
A. Offeror shall provide evidence of having provided PMO services managing three (3) IT
development projects implementing an IT system costing in excess of $10M.
B. Offeror shall provide evidence of having provided Project Management services for 2 IT
development project in a higher educational setting (college, university or community
college) with individual costs in excess of $5M.
C. At least one of the above projects must have included PMO services for projects involving
the acquisition and implementation of an ERP system in a higher educational setting.

2.8.2 OFFEROR’S PERSONNEL MINIMUM QUALIFICATIONS

Only those Master Contractors supplying key proposed personnel that fully meet all minimum
qualification criteria shall be eligible for TORFP proposal evaluation.
The proposed staff shall meet the following minimum qualification criteria for the Master
Contractor to be eligible for consideration in the evaluation of this TORFP.
Resumes shall clearly outline starting dates and ending dates for each applicable experience or
skills.
The key personnel for this TORFP consist of the Project Manager, who is responsible for directing
and managing the PMO as well as the BCCC ERP and the Project Management Assistant.

2.8.2.1 Project Manager

The Project Manager shall meet the following minimum qualifications:
A. The Project Manager shall meet the minimum qualifications for the Project Manager Labor
Category in the CATS+ RFP, Section 2.10.
B. Project Manager shall hold a current Project Management Professional certification from the
Project Management Institute.
C. Project Manager shall have a minimum of three (3) years’ experience as the project manager
for one or more IT projects with a cost over $10M.
D. Project Manager shall have at least 1 year of project management experience implementing an
enterprise-wide ERP system.

2.8.2.2 Project Management Assistant

The Project Management Assistant shall meet the following minimum qualifications:
A. The Project Management Assistant shall meet the minimum qualifications for the Project
Control Specialist Labor Category in the CATS+ RFP, Section 2.10.
State of Maryland- Baltimore City Community College
 B. Project Management Assistant shall have at least 2 years’ experience working as a staff
member of a PMO managing project(s) with a cost in excess of $10M.

2.9 TO CONTRACTOR AND PERSONNEL OTHER REQUIREMENTS

The following qualifications are expected and will be evaluated as part of the technical proposal.
It is preferred that the Project Manager for this TORFP meets the following requirement:
A. Project Manager has a minimum of two (2) years’ experience as a project manager or manager
of a PMO for an IT project at an educational institution with a project cost over $1M.
B. The Project Manager shall maintain his/her Project Management Professional certification
throughout the period of the TO.

2.10 RETAINAGE
Ten (10) percent of the price shall be retained from all fixed price deliverables described in Section
2.5.2.2, Project Management Planning. These funds will be released upon approval by DoIT for the
BCCC ERP project to progress to Phase 5 (Implementation).

2.11 INVOICING
Invoice payments to the TO Contractor shall be governed by the terms and conditions defined in the
CATS+ Master Contract. Proper invoices for payment shall contain the TO Contractor's Federal Tax
Identification Number, as well as the information described below, and shall be submitted to the TO
Manager for payment approval.
Payment will only be made upon completion and acceptance of the deliverables as defined in Section
2.7.4.

2.11.1 FP AND T&M

Invoicing shall be submitted monthly by the 15th of the following month for FP and T&M Work
Orders. Invoicing for T&M Work Orders shall reflect costs for hours worked during the prior period
and shall be accompanied by signed Deliverable Product Acceptance Form (DPAF) for all invoices
submitted for payment. Payment of invoices will be withheld if a signed DPAF (Attachment 9) is not
submitted with the invoice.

2.11.2 FP DELIVERABLES (SDLC PHASE 3)

Invoices for FP Deliverables shall be submitted with a DPAF form upon acceptance of the deliverable
by the State. In those cases where pricing is based upon a group of deliverables, the DPAF and invoice
shall be submitted when all deliverables in the group have been accepted by BCCC. Payment of
invoices will be withheld if a signed DPAF (Attachment 9) is not submitted.

2.11.3 FP FOR REQUIREMENTS DEVELOPMENT AND IMPLEMENTATION

MANAGEMENT PHASES (SDLC PHASE 4 AND SDLC PHASES 5 – 8)
After the last business day of the month, the TO Contractor shall submit a DPAF form to the TO
Manager for approval of FP services provided under Section 2.5.2.3 or Section 2.5.2.4. The TO
Manager will use the DPAF form to approve services for the task for the prior month and send it back

State of Maryland- Baltimore City Community College

to the TO Contractor. The TO Contractor shall submit the DPAF form with the invoice for the work
on the task by the 15th of the month for the previous month’s work.

2.11.4 TIME SHEET SUBMISSION AND ACCEPTANCE FOR T&M WORK ORDERS
This report is not required unless there are personnel working on T&M work orders.
Within three business days after the 15th and last day of the month, the TO Contractor shall submit to
the TO Manager a semi-monthly timesheet for the preceding half month providing data for all
personnel resources provided under T&M Work Orders. TO Contractor shall submit a DPAF form
with each timesheet to be used by the TO Manager to approve the timesheet.
At a minimum, each semi-monthly timesheet shall show:
A) Title: “Time Sheet for Work Order X”
B) Issuing company name, address, and telephone number
C) For each employee /resource:
a) Employee / resource name
b) For each week ending date, e.g., “Week Ending: mm/dd/yyyy” (weeks run Sunday through
Saturday)
(1) Tasks completed that week and the associated deliverable names and ID#s
(2) Number of hours worked each day
(3) Total number of hours worked that week
(4) Weekly variance above or below 40 hours
(5) Annual number of hours planned under the TO
(6) Annual number of hours worked to date
(7) Balance of hours remaining
(8) Annual variance to date (Sum of weekly variances)
D) Signature and date lines for the TO Manager
Upon approval of the Time Sheet, the TO Manager shall sign and return the DPAF form indicating
acceptance of the work.

2.11.5 INVOICE SUBMISSION PROCEDURE

This procedure consists of the following requirements and steps:
A) A proper invoice shall identify “BCCC” as the recipient and contain the following
information: date of invoice, TO Agreement number, deliverable description, deliverable
number (e.g., “2.7.4.1.”), and period of performance covered by the invoice, a total invoice
amount, and a TO Contractor’s point of contact with telephone number. Also include for
each person covered by the invoice the following, individually listed per person: name,
hours worked, hourly labor rate, invoice amount.
B) The TO Contractor shall email the original of each invoice and signed DPAF (Attachment
9), for each deliverable being invoiced to the BCCC at email address: Account Payables
Department, Baltimore City Community College, 3100 Towanda Avenue, Baltimore, MD
21215, with a copy to the TO Manager.
C) Invoices for final payment shall be clearly marked as “FINAL” and submitted when all
work requirements have been completed and no further charges are to be incurred under the

State of Maryland- Baltimore City Community College

 TO Agreement. In no event shall any invoice be submitted later than 60 calendar days from
the TO Agreement termination date.

2.12 WORK ORDER PROCESS

A) Additional services will be provided via a Work Order process. A Work Order may be issued
using either FP or T&M pricing. T&M Work Orders will be issued in accordance with pre-
approved Labor Categories with the fully loaded rates proposed in Attachment 1.
B) The TO Manager shall e-mail a Work Order Request (See Attachment 17) to the TO Contractor to
provide services or resources that are within the scope of this TORFP. Attachment 17 has two
Work Order forms, one for FP and the other for T&M. The Work Order Request will include:
1) Technical requirements and description of the service or resources needed
2) Performance objectives and/or deliverables, as applicable
3) Due date and time for submitting a response to the request
4) Required place(s) where work must be performed
5) Whether the Work Order is to be FP or T&M.
C) The TO Contractor shall e-mail a response to the TO Manager within the specified time and
include at a minimum:
1) A response that details the TO Contractor’s understanding of the work;
2) A price to complete the Work Order Request using the format provided in Attachment 17.
3) A description of proposed resources required to perform the requested tasks, with CATS+ labor
categories listed in accordance with Attachment 1.
4) An explanation of how tasks shall be completed. This description shall include proposed
subcontractors and related tasks.
5) State-furnished information, work site, and/or access to equipment, facilities, or personnel
6) The proposed personnel resources, including any subcontractor personnel, to complete the task.
D) For a T&M Work Order, the TO Manager will review the response and will confirm the proposed
labor rates are consistent with this TORFP. For a fixed price Work Order, the TO Manager will
review the response and will confirm the proposed prices are acceptable.
E) The TO Manager will contact the TO Contractor to obtain additional information, clarification or
revision to the Work Order, and will provide the Work Order to the TO Procurement Officer for
approval. The TO Procurement Officer can issue a change order to the TORFP to increase funding
if necessary.
F) Proposed personnel on any type of Work Order shall be approved by the TO Manager. The TO
Contractor shall furnish resumes of proposed personnel specifying their intended labor category
from the CATS+ Labor Categories proposed in the TO Proposal. The TO Manager shall have the
option to interview the proposed personnel. After the interview, the TO Manager shall notify the
TO Contractor of acceptance or denial of the personnel.
G) The TO Manager will issue the Notice to Proceed (NTP) after the Work Order is approved by the
TO Procurement Office.

State of Maryland- Baltimore City Community College

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State of Maryland- Baltimore City Community College

 SECTION 3 - TASK ORDER PROPOSAL FORMAT AND
SUBMISSION REQUIREMENTS
3.1 REQUIRED RESPONSE
Each Master Contractor receiving this CATS+ TORFP shall respond no later than the submission due
date and time designated in the Key Information Summary Sheet. Each Master Contractor is required
to submit one of two possible responses: 1) a proposal; or 2) a completed Master Contractor Feedback
Form. The feedback form helps the State understand for future contract development why Master
Contractors did not submit proposals. The form is accessible via the CATS+ Master Contractor login
screen and clicking on TORFP Feedback Response Form from the menu.
A TO Proposal shall conform to the requirements of this CATS+ TORFP.

3.2 SUBMISSION
The TO Proposal shall be submitted via two e-mails, each not to exceed 8 MB.
The TO Technical Proposal shall be contained in one email, with two attachments. This email shall
include:
• Subject line “CATS+ TORFP # R95R4400395 Technical” plus the Master Contractor Name
• One attachment labeled “TORFP # R95R4400395 Technical - Attachments” containing all
Technical Proposal Attachments (see Section 3.3 below), signed and in PDF format.
• One attachment labeled “TORFP # R95R4400395 Technical – Proposal” in Microsoft Word
format (2007 or later).

The TO Financial Proposal shall be contained in one email, with two attachments. This email shall
include:
• Subject line “CATS+ TORFP # # R95R4400395 Financial” plus the Master Contractor Name
• One attachment labeled “TORFP # R95R4400395 Financial” containing the Financial Proposal
contents, signed and in PDF format.
• One attachment labeled “TORFP # R95R4400395 Financial” containing the Financial
Proposal contents, signed and in Microsoft Excel format

3.3 SUMMARY OF ATTACHMENTS

No attachment forms shall be altered. Signatures shall be clearly visible.
The following attachments shall be included with the TO Technical Proposal:
• Attachment 2 - MBE Forms D-1 and D-2 - Signed PDF
• Attachment 4 – Conflict of Interest Affidavit and Disclosure - Signed PDF
• Attachment 5 and Attachment 5A- Labor Classification Personnel Resume Summary - Signed
PDF
• Attachment 13 – Living Wage Affidavit of Agreement - Signed PDF
• Attachment 15 – Veteran-Owned Small Business Enterprise Utilization Affidavit– Signed PDF
• Attachment 16 - Certification Regarding Investments in Iran - Signed PDF

State of Maryland- Baltimore City Community College

 The following attachments shall be included with the TO Financial Proposal:
• Attachment 1 Price Proposal – Signed PDF and electronic Microsoft Excel filet

3.4 PROPOSAL FORMAT

A TO Proposal shall contain the following sections in order:

3.4.1 TO TECHNICAL PROPOSAL

A) Proposed Services
1) Executive Summary: A one-page summary describing the Offeror’s understanding of
the TORFP scope of work (Section 2) and proposed solution.
2) Proposed Solution: A more detailed description of the Offeror understands of the
TORFP scope of work, proposed methodology and solution. The proposed solution
shall be organized to exactly match the requirements outlined in Section 2.
3) Draft Work Breakdown Structure: A matrix or table that shows a breakdown of the
tasks required to complete the requirements and deliverables in Section 2.5.2.2. The
WBS should reflect the chronology of tasks without assigning specific time frames or
start / completion dates. The WBS may include tasks to be performed by the State or
third parties, for example, independent quality assurance tasks. If the WBS appears as a
deliverable in Section 2 – Scope of Work, the deliverable version will be a final version.
Any subsequent versions shall be approved through a formal configuration or change
management process.
4) Draft Project Plan: A Project Plan compliant with the Maryland State SDLC as well as a
Gantt or similar chart containing tasks and estimated time frames for completing the
requirements and deliverables in Section 2.5.2.2. The final schedule should come later
as a deliverable under the TO after the TO Contractor has had opportunity to develop
realistic estimates. The Project or Work Schedule may include tasks to be performed by
the State or third parties.
5) Draft Risk Assessment: Identification and prioritization of risks inherent in meeting the
requirements in Section 2 - Scope of Work. Includes a description of strategies to
mitigate risks. If the Risk Assessment appears as a deliverable in Section 2 – Scope of
Work, that version will be a final version. Any subsequent versions should be approved
through a formal configuration or change management process.
6) Assumptions: A description of any assumptions formed by the Master Contractor in
developing the Technical Proposal. Master Contractors should avoid assumptions that
counter or constitute exceptions to TORFP terms and conditions.
7) Tools the TO Contractor owns and proposes for use to meet any requirements in Section
2.
B) Compliance with Offeror’s Company Minimum Qualifications
Offerors will complete the following table to demonstrate compliance with the Offeror’s
Company Minimum Requirements in Section 2.8.1.

Reference Offeror Company Minimum Evidence of Compliance

State of Maryland- Baltimore City Community College
 Requirement
2.8.1 A Offeror shall provide evidence of Offeror documents evidence of
having provided PMO services compliance here. Provide the following
managing three (3) IT development Information:
projects implementing an IT 1. Project Name
system costing in excess of $10M 2. Sponsoring Organization
3. Cost of supported project.
4. # of personnel in PMO
5. Duration of provided support.
6. Point of contract with email
address and telephone number.
2.8.1 B Offeror shall provide evidence of Offeror documents evidence of
having provided Project compliance here. Provide the following
Management services for 2 IT Information:
development project in an 1. Project Name
educational setting with individual 2. Sponsoring Organization
costs in excess of $5M. 3. Cost of supported project.
4. # of personnel in PMO
5. Duration of provided support.
6. Point of contract with email
address and telephone number.
2.8.1 C At least one of the above projects Offeror documents evidence of
must have included PMO services compliance here. Provide the following
for projects involving the Information:
acquisition and implementation of 1. Project Name
an ERP system in a higher 2. Sponsoring Organization
educational setting. 3. Cost of supported project.
4. # of personnel in PMO
5. Duration of provided support.
6. Point of contract with email
address and telephone number.

C) Proposed Personnel and TORFP Staffing

Offerors or Master Contractors shall propose two (2) key personnel for the Core PMO Team in
response to this TORFP:
• Project Manager (key personnel)
• Project Management Assistant
For these resources, please complete forms from Attachment 5 as described below;
1) Complete and provide Attachment 5 – Labor Classification Personnel Resume
Summary for each proposed resource (forms LC1 and TM1). The information should
show:
a) In Form LC1 - Each proposed person’s skills and experience as they relate to the
Offeror’s proposed solution and Section 2 – Scope of Work.

State of Maryland- Baltimore City Community College

 b) In Form TM1 – List how each proposed person’s background meets all minimum
personnel requirements listed in this TORFP and the CATS+ Master Contract for
the relevant labor category. For key personnel (the Project Manager and Project
Management Assistant) Offeror shall provide evidence of meeting or exceeding the
minimum personnel qualifications stated in Section 2.8.2.
2) Provide a copy of the Project Manager’s PMP certificate indicating that he/she has an
active PMP certification.
3) Provide three (3) references per proposed personnel containing the information listed in
Attachment, Form LC1 section A.
4) Provide a Staffing Management Plan that demonstrates how the Offeror will provide
resources in addition to the personnel requested in this TORFP, and how the TO
Contractor Personnel shall be managed. Include:
a) Planned team composition by role (Important! Identify specific names and
provide history only for the proposed resources required for the Core PMO
Team).
b) Process and proposed lead time for locating and bringing on board resources that
meet TO needs
c) Supporting descriptions for all labor categories proposed in response to this TORFP
d) Description of approach for quickly substituting qualified personnel after start of
TO
5) Provide the names and titles of the Master Contractor’s management staff who will
supervise the personnel and quality of services rendered under this TO Agreement.
D) MBE, SBE Participation and VSBE Participation
Submit completed MBE documents Attachment 2 - Forms D-1 and D-2.
Submit completed VSBE documents Attachment 15
E) Subcontractors
Identify all proposed subcontractors, including MBEs, and their roles in the performance of
Section 2 - Scope of Work.
F) Overall Master Contractor team organizational chart
Provide an overall team organizational chart with all team resources available to fulfill the
TO scope of work.
G) Master Contractor and Subcontractor Experience and Capabilities
1) Provide up to three examples of engagements or contracts the Master Contractor or
Subcontractor (if applicable) has completed that were similar to Section 2 - Scope of
Work. Include contact information for each client organization complete with the
following (engagements used in Section 3.4.B can be used in this section as well if
desired):
a) Name of organization.
b) Point of contact name, title, email and telephone number (point of contact shall be
accessible and knowledgeable regarding experience)

State of Maryland- Baltimore City Community College

 c) Services provided as they relate to Section 2 - Scope of Work.
d) Start and end dates for each example engagement or contract.
e) Current Master Contractor team personnel who participated on the engagement.
f) If the Master Contractor is no longer providing the services, explain why not.
2) State of Maryland Experience: If applicable, the Master Contractor shall submit a list
of all contracts it currently holds or has held within the past five years with any entity of
the State of Maryland.

For each identified contract, the Master Contractor shall provide the following (if not
already provided in sub paragraph 1 above):
a) Contract or task order name
b) Name of organization.
c) Point of contact name, title, email, and telephone number (point of contact shall be
accessible and knowledgeable regarding experience)
d) Start and end dates for each engagement or contract. If the Master Contractor is no
longer providing the services, explain why not.
e) Dollar value of the contract.
f) Indicate if the contract was terminated before the original expiration date.
g) Indicate if any renewal options were not exercised.
Note - State of Maryland experience can be included as part of Section 2 above as
engagement or contract experience. State of Maryland experience is neither required nor
given more weight in proposal evaluations.
H) State Assistance
Provide an estimate of expectation concerning participation by State personnel.
I) Confidentiality
A Master Contractor should give specific attention to the identification of those portions of
its proposal that it considers confidential, proprietary commercial information or trade
secrets, and provide justification why such materials, upon request, should not be disclosed
by the State under the Public Information Act, Title 10, Subtitle 6, of the State Government
Article of the Annotated Code of Maryland. Contractors are advised that, upon request for
this information from a third party, the TO Procurement Officer will be required to make an
independent determination regarding whether the information may be disclosed.

3.4.2 TO FINANCIAL PROPOSAL

A) A description of any assumptions on which the Master Contractor’s TO Financial Proposal
is based (Assumptions shall not constitute conditions, contingencies, or exceptions to the
price proposal);
B) Financial Proposal Attachments 1 a separate Microsoft Excel file is included with the
TORFP. Please use this file to prepare your Price Proposal. Please submit the completed

State of Maryland- Baltimore City Community College

 Excel Workbook and the signed .PDF format with all proposed labor categories including
all rates fully loaded. Master Contractors shall list all proposed resources by approved
CATS+ labor categories in the price proposal. Prices shall be valid for 120 days.
C) To be responsive to this TORFP, the Price Proposal (Attachment 1shall provide labor rates
for all labor categories listed on the price sheet. Proposed rates are not to exceed the rates
defined in the Master Contract for the Master Contract year(s) in effect at the time of the
TO Proposal due date.
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State of Maryland- Baltimore City Community College

 SECTION 4 - TASK ORDER AWARD PROCESS
4.1 OVERVIEW
The TO Contractor will be selected from among all eligible Master Contractors within the appropriate
Functional Area responding to the CATS+ TORFP. In making the TO Agreement award
determination, BCCC will consider all information submitted in accordance with Section 3.

4.2 TO PROPOSAL EVALUATION CRITERIA

The following are technical criteria for evaluating a TO Proposal in descending order of importance.
Failure to meet the minimum company personnel qualifications shall disqualify a proposal:
A) The overall experience, capability and references for the Offeror and subcontractors as described in
the Offeror’s TO Technical Proposal.
B) The Offeror’s overall understanding of the TORFP Scope of Work – Section 2. Level of
understanding will be determined by the quality and accuracy of the technical proposal in
adherence to Section 3.4.
C) The capability of the proposed Core PMO Team resources to perform the required tasks and
produce the required deliverables in the TORFP Scope of Work – Section 2. Capability will be
determined from each proposed individual’s resume, reference checks, and oral presentation (See
Section 1.5 Oral Presentations/Interviews).
D) Demonstration of how the Master Contractor plans to staff work orders at the levels set forth in
Section 2.5.3 and also for potential future resource requests based on the Staffing Plan provided
with the proposal.

4.3 SELECTION PROCEDURES

A) TO Proposals will be assessed throughout the evaluation process for compliance with the minimum
qualifications listed in Section 2 of this TORFP, and quality of responses to Section 3.4.1 TO
Technical Proposal.
B) In the event that there are more than 10 Offerors meeting minimum qualifications, the Offerors
meeting minimum qualifications will be required to participate in an initial oral presentation via
telephone, the format of which will be determined and conveyed to the Offerors in advance. A
technical ranking will be performed, as determined by the oral presentation, evaluation of the
proposed resource resumes and the initial TORFP review. The top-rated five Offerors, by
technical ranking will each be scheduled for an in-depth oral presentation that will include the
proposed resource. Offerors not selected for in-person oral presentations will be notified by the TO
Procurement Officer.
C) Offerors complete the in-person oral presentation. The evaluation team will then perform a
technical ranking for each Offeror based upon the results of the in-person oral presentation,
including the individual responses of the proposed resources.
D) For TO Proposals deemed technically qualified, the associated TO Financial Proposal will be
opened. All others will be deemed not reasonably susceptible for award and the TO Procurement
Officer will notify the Master Contractor it has not been selected to perform the work.

State of Maryland- Baltimore City Community College

E) Those Offerors who are deemed reasonably susceptible for award will be required to participate in
an oral presentation. Personnel who are proposed as key personnel shall attend the oral
presentation.
F) Qualified TO Financial Proposal responses will be reviewed and ranked from lowest to highest
price proposed.
G) The most advantageous TO Proposal considering both the technical and financial submissions shall
be selected for TO award. In making this selection, technical capabilities have greater weight.
H) All Master Contractors submitting a TO Proposal shall receive written notice from the TO
Procurement Officer identifying the awardee.

4.4 COMMENCEMENT OF WORK UNDER A TO AGREEMENT

Commencement of work in response to a TO Agreement shall be initiated only upon issuance of a
fully executed TO Agreement, a Non-Disclosure Agreement (TO Contractor), a Purchase Order, and
by a Notice to Proceed authorized by the TO Procurement Officer. See Attachment 7 - Notice to
Proceed (sample).

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State of Maryland- Baltimore City Community College

 LIST OF ATTACHMENTS
Attachment Attachment Name Applicable Submit with Proposal?*
Label to this (Submit, Do Not Submit, N/A)
TORFP?
Attachment 1 Price Proposal Applicable Submit with TO Financial Proposal
Attachment 2 Minority Business Enterprise Applicable Forms D-1 and D-2 found in
Participation (Attachments D-1 – D- Attachment 2 must be submitted with
7) the Technical proposal.
Attachment 3 Task Order Agreement (TO Applicable Do Not Submit with Proposal
Agreement)
Attachment 4 Conflict of Interest Affidavit and Applicable Submit with TO Technical Proposal
Disclosure
Attachment 5 Labor Classification Personnel Applicable Submit with TO Technical Proposal
Resume Summary
Attachment 6 Pre-Proposal Conference Directions Applicable Do Not Submit with Proposal
Attachment 7 Notice to Proceed (Sample) Applicable Do Not Submit with Proposal
Attachment 8 Agency Receipt of Deliverable Form Applicable Do Not Submit with Proposal
Attachment 9 Agency Deliverable Product Applicable Do Not Submit with Proposal
Acceptance Form (DPAF)
Attachment 10 Non-Disclosure Agreement (Offeror) Not N/A
Applicable
Attachment 11 Non-Disclosure Agreement (TO Applicable Do Not Submit with Proposal
Contractor)
Attachment 12 TO Contractor Self-Reporting Applicable Do Not Submit with Proposal
Checklist
Attachment 13 Living Wage Affidavit of Agreement Applicable Submit with TO Technical Proposal
Attachment 14 Mercury Affidavit Not N/A
Applicable
Attachment 15 Veteran Owned Small Business Applicable Submit with TO Technical Proposal
Enterprise Utilization Affidavit
Attachment 16 Certification Regarding Investments Applicable Submit with TO Technical Proposal
in Iran
Attachment 17 Sample Work Order Applicable Do Not Submit with Proposal
Attachment 18 Performance Evaluation Form Applicable Do Not Submit with Proposal
Attachment 19 Criminal Background Check Not N/A
Affidavit Applicable
*if not specified in submission instructions, any attachment submitted with response shall be in PDF
format and signed

State of Maryland- Baltimore City Community College

 ATTACHMENT 1 PRICE PROPOSAL
PRICE PROPOSAL (TIME AND MATERIALS) FOR CATS+ TORFP # R95R4400395
PRICE PROPOSAL FORM
Please use attached Excel Workbook (Attachment 1 Price Proposal.xls) to prepare and submit your
Price Proposal. Please submit a signed PDF file as well as the Excel Workbook with your proposal
submission.

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 MINORITY BUSINESS ENTERPRISE FORMS
TO CONTRACTOR MINORITY BUSINESS ENTERPRISE REPORTING REQUIREMENTS
CATS+ TORFP # R95R4400395
These instructions are meant to accompany the customized reporting forms sent to you by the TO
Manager. If, after reading these instructions, you have additional questions or need further
clarification, please contact the TO Manager immediately.
1) As the TO Contractor, you have entered into a TO Agreement with the State of Maryland. As
such, your company/firm is responsible for successful completion of all deliverables under the
contract, including your commitment to making a good faith effort to meet the MBE
participation goal(s) established for TORFP. Part of that effort, as outlined in the TORFP,
includes submission of monthly reports to the State regarding the previous month’s MBE
payment activity. Reporting forms D-5 (TO Contractor Paid/Unpaid MBE Invoice Report) and
D-6 (Subcontractor Paid/Unpaid MBE Invoice Report) are attached for your use and
convenience.
2) The TO Contractor must complete a separate Form D-5 for each MBE subcontractor for each
month of the contract and submit one copy to each of the locations indicated at the bottom of
the form. The report is due no later than the 15th of the month following the month that is being
reported. For example, the report for January’s activity is due no later than the 15th of
February. With the approval of the TO Manager, the report may be submitted electronically.
Note: Reports are required to be submitted each month, regardless whether there was any MBE
payment activity for the reporting month.
3) The TO Contractor is responsible for ensuring that each subcontractor receives a copy of Form
D-6 (e-copy of and/or hard copy). The TO Contractor should make sure that the subcontractor
receives all the information necessary to complete the form properly, including all of the
information located in the upper right corner of the form. It may be wise to customize Form D-
6 (upper right corner of the form) for the subcontractor the same as the Form D-5 was
customized by the TO Manager for the benefit of the TO Contractor. This will help to minimize
any confusion for those who receive and review the reports.
4) It is the responsibility of the TO Contractor to make sure that all subcontractors submit reports
no later than the 15th of each month, including reports showing zero MBE payment activity.
Actual payment data is verified and entered into the State’s financial management tracking
system from the subcontractor’s D-6 report only. Therefore, if the subcontractor(s) do not
submit D-6 payment reports, the TO Contractor cannot and will not be given credit for
subcontractor payments, regardless of the TO Contractor’s proper submission of Form D-5.
The TO Manager will contact the TO Contractor if reports are not received each month from
either the prime contractor or any of the identified subcontractors. The TO Contractor must
promptly notify the TO Manager if, during the course of the contract, a new MBE
subcontractor is utilized. Failure to comply with the MBE contract provisions and reporting
requirements may result in sanctions, as provided by COMAR 21.11.03.13.

State of Maryland- Baltimore City Community College

State of Maryland- Baltimore City Community College
ATTACHMENT 2 D-1 MDOT CERTIFIED MBE UTILIZATION AND FAIR SOLICITATION
AFFIDAVIT
This document and document D-2 MUST BE included with the bid or offer. If the Bidder or Offeror
fails to complete and submit this form with the bid or offer as required, the procurement officer shall
deem the bid non-responsive or shall determine that the offer is not reasonably susceptible of being
selected for award.
In conjunction with the bid or offer submitted in response to Solicitation No. __________________, I
affirm the following:
1. I acknowledge and intend to meet the overall certified Minority Business Enterprise (MBE)
participation goal of ____ percent and, if specified in the solicitation, the following sub goals
(complete for only those sub goals that apply):
____ percent African American ____ percent Asian American
____ percent Hispanic American ____ percent Woman-Owned
Therefore, I will not be seeking a waiver pursuant to COMAR 21.11.03.11.
OR
 I conclude that I am unable to achieve the MBE participation goal and/or sub goals. I hereby
request a waiver, in whole or in part, of the overall goal and/or sub goals. Within 10 business
days of receiving notice that our firm is the apparent awardee, I will submit all required waiver
documentation in accordance with COMAR 21.11.03.11.
2. I understand that if I am notified that I am the apparent awardee of a TORFP, I must submit the
following additional documentation as directed in the TORFP.
• Outreach Efforts Compliance Statement (D-3)
• Subcontractor Project Participation Certification (D-4)
• Any other documentation, including D-7 waiver documentation, if applicable,
required by the Procurement Officer to ascertain bidder or offeror responsibility
in connection with the certified MBE participation goal.
I understand that if I fail to return each completed document within the required time, the
Procurement Officer may determine that I am not responsible and therefore not eligible for
contract award. If the contract has already been awarded, the award is voidable.
3. In the solicitation of subcontract quotations or offers, MBE subcontractors were provided not
less than the same information and amount of time to respond as were non-MBE
subcontractors.
4. Set forth below are the (i) certified MBEs I intend to use and (ii) the percentage of the total
contract amount allocated to each MBE for this project and the items of work each MBE will
provide under the contract. I hereby affirm that the MBE firms are only providing those items
of work for which they are MDOT certified.

I solemnly affirm under the penalties of perjury that the contents of this Affidavit are true to the best of
my knowledge, information, and belief.

State of Maryland- Baltimore City Community College

_________________________________ ____________________________________
Bidder/Offeror Name Signature of Affiant
(please print or type)
Name:
Title:
Date:

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 D-2 MBE PARTICIPATION SCHEDULE
Prime Contractor: Project Description:
(Firm Name, Address, Phone)

Project Number:
List Information For Each Certified MBE Subcontractor On This Project
Minority Firm Name MBE Certification Number

FEIN
Identify the Applicable Certification Category (For Dually Certified Firms, Check Only One Category)

 African American  Asian American  Hispanic American  Woman-Owned  Other

Percentage of Total Contract Value to be provided by this MBE _____%
Description of Work to Be Performed:

Minority Firm Name MBE Certification Number

FEIN
Identify the Applicable Certification Category (For Dually Certified Firms, Check Only One Category)

 African American  Asian American  Hispanic American  Woman-Owned  Other

Percentage of Total Contract Value to be provided by this MBE _____%
Description of Work to Be Performed:

Minority Firm Name MBE Certification Number

FEIN
Identify the Applicable Certification Category (For Dually Certified Firms, Check Only One Category)

 African American  Asian American  Hispanic American  Woman-Owned  Other

Percentage of Total Contract Value to be provided by this MBE _____%
Description of Work to Be Performed:

Minority Firm Name MBE Certification Number

FEIN
Identify the Applicable Certification Category (For Dually Certified Firms, Check Only One Category)

 African American  Asian American  Hispanic American  Woman-Owned  Other

Percentage of Total Contract Value to be provided by this MBE _____%
Description of Work to Be Performed:

Continue on a separate page, if needed.

State of Maryland- Baltimore City Community College

Summary

Total African-American MBE Participation: ______%

Total Asian American MBE Participation: ______%
Total Hispanic American MBE Participation: ______%
Total Woman-Owned MBE Participation: ______%
Total Other Participation: ______%
Total All MBE Participation: ______%

I solemnly affirm under the penalties of perjury that the contents of this Affidavit are true to the best of
my knowledge, information, and belief.

_________________________________ ____________________________________
Bidder/Offeror Name Signature of Affiant
(please print or type)
Name:
Title:
Date:

SUBMIT AS INSTRUCTED IN TORFP

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 D-3 MBE OUTREACH EFFORTS COMPLIANCE STATEMENT

Complete and submit this form within 10 working days of notification of apparent award or
actual award, whichever is earlier.
In conjunction with the bid or offer submitted in response to Solicitation No. _________,
Bidder/Offeror states the following:
1. Bidder/Offeror identified opportunities to subcontract in these specific work categories.
2. Attached to this form are copies of written solicitations (with bidding instructions) used to
solicit MDOT certified MBEs for these subcontract opportunities.
3. Bidder/Offeror made the following attempts to contact personally the solicited MDOT certified
MBEs.
4. Select ONE of the following:
 This project does not involve bonding requirements.
OR
 Bidder/Offeror assisted MDOT certified MBEs to fulfill or seek waiver of bonding
requirements (describe efforts).
5. Select ONE of the following:
 Bidder/Offeror did/did not attend the pre-bid/proposal conference.
OR
 No pre-bid/proposal conference was held.

_________________________________ By: _____________________________________

Bidder/Offeror Printed Name Signature

Address: _____________________________________
_____________________________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 D-4 MBE SUBCONTRACTOR PROJECT PARTICIPATION
CERTIFICATION
Please complete and submit one form for each MDOT certified MBE listed on Attachment D-1 within
10 working days of notification of apparent award.
_________________________ (prime contractor) has entered into a contract with
_________________________ (subcontractor) to provide services in connection with the Solicitation
described below.
Prime Contractor Address and Phone Project Description

Project Number Total Contract Amount $

Minority Firm Name MBE Certification Number

Work To Be Performed

Percentage of Total Contract

The undersigned Prime Contractor and Subcontractor hereby certify and agree that they have fully
complied with the State Minority Business Enterprise law, State Finance and Procurement Article §14-
308(a)(2), Annotated Code of Maryland which provides that, except as otherwise provided by law, a
contractor may not identify a certified minority business enterprise in a bid or proposal and:
(1) fail to request, receive, or otherwise obtain authorization from the certified minority business
enterprise to identify the certified minority business enterprise in its bid or proposal;
(2) fail to notify the certified minority business enterprise before execution of the contract of its
inclusion of the bid or proposal;
(3) fail to use the certified minority business enterprise in the performance of the contract; or
(4) pay the certified minority business enterprise solely for the use of its name in the bid or
proposal.
Prime Contractor Signature Subcontractor Signature
By: _______________________________ By: _______________________________
Name, Title Name, Title
Date Date

State of Maryland- Baltimore City Community College

This form must be completed monthly by the prime contractor.

ATTACHMENT 2 D-5 MBE PRIME CONTRACTOR PAID/UNPAID MBE INVOICE

REPORT
Maryland Department of Information Technology
Minority Business Enterprise Participation
Prime Contractor Paid/Unpaid MBE Invoice Report
Report #: ________ Contract #: ____________________________
Reporting Period (Month/Year): _____________ Contracting Unit: ________________________
Report is due to the MBE Officer by the 10th of Contract Amount: _______________________
the month following the month the services were MBE Subcontract Amt: ___________________
provided. Project Begin Date: ______________________
Note: Please number reports in sequence Project End Date: _______________________
Services Provided: _______________________

Prime Contractor: Contact Person:

Address:
City: State: ZIP:
Phone: FAX: Email:
Subcontractor Name: Contact Person:
Phone: FAX:
Subcontractor Services Provided:
List all payments made to MBE subcontractor named List dates and amounts of any outstanding
above during this reporting period: invoices:
Invoice# Amount Invoice # Amount
1. 1.
2. 2.
3. 3.
4. 4.
Total Dollars Paid: Total Dollars Unpaid:
$____________________________ $__________________________

**If more than one MBE subcontractor is used for this contract, you must use separate D-5 forms.
**Return one copy (hard or electronic) of this form to the following addresses (electronic copy with signature and date
is preferred):
(TO MANAGER OF APPLICABLE POC NAME, (AGENCY MBE LIASION OR APPLICABLE
TITLE) POC NAME, TITLE)
(AGENCY NAME) (AGENCY NAME)
(ADDRESS, ROOM NUMBER) (ADDRESS, ROOM NUMBER)
(CITY, STATE ZIP) (CITY, STATE ZIP)
(EMAIL ADDRESS) (EMAIL ADDRESS)

State of Maryland- Baltimore City Community College

This form must be completed by MBE subcontractor

ATTACHMENT 2 D-6 SUBCONTRACTOR PAID/UNPAID MBE INVOICE REPORT

Minority Business Enterprise Participation

Report#: ____ Contract #

Contracting Unit:
Reporting Period (Month/Year): ________________ MBE Subcontract Amount:
Project Begin Date:
Report is due by the 10th of the month following Project End Date:
the month the services were performed. Services Provided:

MBE Subcontractor Name:

MDOT Certification #:
Contact Person: Email:
Address:
City: State: ZIP:
Phone: FAX:
Subcontractor Services Provided:

List all payments received from Prime Contractor List dates and amounts of any unpaid invoices over
during reporting period indicated above. 30 days old.
Invoice Amount Date Invoice Amount Date
1. 1.
2. 2.
3. 3.
4. 4.

Total Dollars Paid: $_________________________ Total Dollars Unpaid: $_____________________

Prime Contractor: Contact Person:

**Return one copy of this form to the following address (electronic copy with signature & date is preferred):

TO MANAGER OF APPLICABLE POC NAME, (AGENCY MBE LIASION OR APPLICABLE

TITLE) POC NAME, TITLE)
(AGENCY NAME) (AGENCY NAME)
(ADDRESS, ROOM NUMBER) (ADDRESS, ROOM NUMBER)
(CITY, STATE ZIP) (CITY, STATE ZIP)
(EMAIL ADDRESS) (EMAIL ADDRESS)

Signature: ______________________________________________ Date: _____________________

(Required)

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 CODE OF MARYLAND REGULATIONS (COMAR)
Title 21, State Procurement Regulations
(regarding a waiver to a Minority Business Enterprise subcontracting goal)
COMAR 21.11.03.11 - Waiver.
A. If, for any reason, the apparent successful bidder or offeror is unable to achieve the contract
goal for certified MBE participation, the bidder or offeror may request, in writing, a waiver to
include the following:
1) A detailed statement of the efforts made to select portions of the work proposed to be
performed by certified MBEs in order to increase the likelihood of achieving the stated goal;
2) A detailed statement of the efforts made to contact and negotiate with certified MBEs
including:
a) The names, addresses, dates, and telephone numbers of certified MBEs contacted, and
b) A description of the information provided to certified MBEs regarding the plans,
specifications, and anticipated time schedule for portions of the work to be performed;
3) As to each certified MBE that placed a subcontract quotation or offer that the apparent
successful bidder or offeror considers not to be acceptable, a detailed statement of the reasons
for this conclusion;
4) A list of minority subcontractors found to be unavailable. This list should be accompanied by
an MBE unavailability certification (MBE Attachment D6) signed by the minority business
enterprise, or a statement from the apparent successful bidder or offeror that the minority
business refused to give the written certification: and
5) The record of the apparent successful bidder or offeror's compliance with the outreach efforts
required under Regulation .09B (2) (b).

A waiver may only be granted upon a reasonable demonstration by that MBE participation
could not be obtained or could not be obtained at a reasonable price.

If the waiver request is determined not to meet this standard, the bidder or offeror will be found
non-responsive (bid) or not reasonably susceptible for award (proposal) and removed from
further consideration.
B. A waiver of a certified MBE contract goal may be granted only upon reasonable demonstration
by the bidder or offeror that certified MBE participation was unable to be obtained or was
unable to be obtained at a reasonable price and if the agency head or designee determines that
the public interest is served by a waiver. In making a determination under this section, the
agency head or designee may consider engineering estimates, catalogue prices, general market
availability, and availability of certified MBEs in the area in which the work is to be performed,
other bids or offers and subcontract bids or offers substantiating significant variances between
certified MBE and non-MBE cost of participation, and their impact on the overall cost of the
contract to the State and any other relevant factor.

State of Maryland- Baltimore City Community College

C. An agency head may waive any of the provisions of Regulations .09-.10 for a sole source,
expedited, or emergency procurement in which the public interest cannot reasonably
accommodate use of those procedures.
D. When a waiver is granted, except waivers under Section C, one copy of the waiver
determination and the reasons for the determination shall be kept by the MBE Liaison Officer
with another copy forwarded to the Office of Minority Affairs.

State of Maryland- Baltimore City Community College

 ATTACHMENT 2 MBE D-7 MINORITY CONTRACTOR UNAVAILABILITY
CERTIFICATE

Section I (to be completed by PRIME CONTRACTOR)

I hereby certify that the firm of ____________________________________________________
(Name of Prime Contractor)
located at ____________________________________________________________________
(Number) (Street) (City) (State) (Zip)
on ____________ contacted certified minority business enterprise, ___________________________
(Date) (Name of Minority Business) ,
located at ____________________________________________________________________ ,
(Number) (Street) (City) (State) (Zip)
seeking to obtain a bid for work/service for project number __________________, project
name________________________.
List below the type of work/ service requested:

Indicate the type of bid sought, ___________________________________. The minority business

enterprise identified above is either unavailable for the work /service in relation to project number
____________________, or is unable to prepare a bid for the following reasons(s):

The statements contained above are, to the best of my knowledge and belief, true and accurate.

_____________________________________________________________________________
(Name) (Title)
_____________________________________________________________________________
(Number) (Street) (City) (State) (Zip)
_____________________________________________________________________________
(Signature) (Date)

Note: Certified minority business enterprise must complete Section II

State of Maryland- Baltimore City Community College

Section II (to be completed by CERTIFIED MINORITY BUSINESS ENTERPRISE)
I hereby certify that the firm of _____________________________________ MBE Cert #
(Name of MBE Firm)
located at _____________________________________________________________________
(Number) (Street) (City) (State) (Zip)
was offered the opportunity to bid on project number __________ , ON ____________ .
(Date)
by: __________________________________________________________________________
(Prime Contractor’s Name) (Prime Contractor’s Official’s Name) (Title)
The statements contained in Section I and Section II of this document, to the best of my knowledge
and belief, true and accurate.

_____________________________________________________________________________
(Name) (Title) (Phone)

_____________________________________________________________________________
(Signature) (Fax Number)

State of Maryland- Baltimore City Community College

 ATTACHMENT 3 TASK ORDER AGREEMENT
CATS+ TORFP# R95R4400395 Number OF MASTER CONTRACT #060B2490023

This Task Order Agreement (“TO Agreement”) is made this day of Month, 20XX by and between
________________________________ (TO Contractor) and the STATE OF MARYLAND, BCCC.
IN CONSIDERATION of the mutual premises and the covenants herein contained and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:
1. Definitions. In this TO Agreement, the following words have the meanings indicated:
a) “Agency” means the BCCC, as identified in the CATS+ TORFP # R95R4400395.
b) “CATS+ TORFP” means the Task Order Request for Proposals # R95R4400395, dated MONTH
DAY, YEAR, including any addenda.
c) “Master Contract” means the CATS+ Master Contract between the Maryland Department of
Information Technology and TO Contractor dated MONTH DAY, YEAR.
d) “TO Procurement Officer” means TO Procurement Officer. The Agency may change the TO
Procurement Officer at any time by written notice to the TO Contractor.
e) “TO Agreement” means this signed TO Agreement between BCCC and TO Contractor.
f) “TO Contractor” means the CATS+ Master Contractor awarded this TO Agreement, whose
principal business address is ___________________________________________.
g) “TO Manager” means TO Manager of the Agency. The Agency may change the TO Manager at any
time by written notice to the TO Contractor.
h) “TO Technical Proposal” means the TO Contractor’s technical response to the CATS+ TORFP
dated date of TO Technical Proposal.
i) “TO Financial Proposal” means the TO Contractor’s financial response to the CATS+ TORFP dated
date of TO Financial Proposal.
j) “TO Proposal” collectively refers to the TO Proposal – Technical and TO Proposal – Financial.
2. Scope of Work
2.1 This TO Agreement incorporates all of the terms and conditions of the Master Contract and shall not in
any way amend conflict with or super-cede the Master Contract.
2.2 The TO Contractor shall, in full satisfaction of the specific requirements of this TO Agreement, provide
the services set forth in Section 2 of the CATS+ TORFP. These services shall be provided in accordance
with the Master Contract, this TO Agreement, and the following Exhibits, which are attached and
incorporated herein by reference. If there is any conflict among the Master Contract, this TO
Agreement, and these Exhibits, the terms of the Master Contract shall govern. If there is any conflict
between this TO Agreement and any of these Exhibits, the following order of precedence shall
determine the prevailing provision:
a) The TO Agreement,
b) Exhibit A – CATS+ TORFP
c) Exhibit B – TO Technical Proposal
d) Exhibit C – TO Financial Proposal

State of Maryland- Baltimore City Community College

2.3 The TO Procurement Officer may, at any time, by written order, make changes in the work within the
general scope of the TO Agreement. No other order, statement or conduct of the TO Procurement
Officer or any other person shall be treated as a change or entitle the TO Contractor to an equitable
adjustment under this Section. Except as otherwise provided in this TO Agreement, if any change under
this Section causes an increase or decrease in the TO Contractor’s cost of, or the time required for, the
performance of any part of the work, whether or not changed by the order, an equitable adjustment in
the TO Agreement price shall be made and the TO Agreement modified in writing accordingly. The TO
Contractor must assert in writing its right to an adjustment under this Section within thirty (30) days of
receipt of written change order and shall include a written statement setting forth the nature and cost of
such claim. No claim by the TO Contractor shall be allowed if asserted after final payment under this
TO Agreement. Failure to agree to an adjustment under this Section shall be a dispute under the
Disputes clause of the Master Contract. Nothing in this Section shall excuse the TO Contractor from
proceeding with the TO Agreement as changed.
3. Time for Performance
Unless terminated earlier as provided in the Master Contract, the TO Contractor shall provide the
services described in the TO Proposal and in accordance with the CATS+ TORFP on receipt of a Notice
to Proceed from the TO Manager. The term of this TO Agreement is for a period of ______________,
commencing on the date of Notice to Proceed and terminating on Month Day, Year.
4. Consideration and Payment
4.1 The consideration to be paid the TO Contractor shall be done so in accordance with the CATS+ TORFP
and shall not exceed $___________. Any work performed by the TO Contractor in excess of the not-to-
exceed ceiling amount of the TO Agreement without the prior written approval of the TO Manager is at
the TO Contractor’s risk of non-payment.
4.2 Payments to the TO Contractor shall be made as outlined Section 2 of the CATS+ TORFP, but no later
than thirty (30) days after the Agency’s receipt of a proper invoice for services provided by the TO
Contractor, acceptance by the Agency of services provided by the TO Contractor, and pursuant to the
conditions outlined in Section 4 of this Agreement.
4.3 Each invoice for services rendered must include the TO Contractor’s Federal Tax Identification Number
which is _____________. Charges for late payment of invoices other than as prescribed by Title 15,
Subtitle 1, of the State Finance and Procurement Article, Annotated Code of Maryland, as from time-to-
time amended, are prohibited. Invoices must be submitted to the Agency TO Manager unless otherwise
specified herein.
4.4 In addition to any other available remedies, if, in the opinion of the TO Procurement Officer, the TO
Contractor fails to perform in a satisfactory and timely manner, the TO Procurement Officer may refuse
or limit approval of any invoice for payment, and may cause payments to the TO Contractor to be
reduced or withheld until such time as the TO Contractor meets performance standards as established by
the TO Procurement Officer.

State of Maryland- Baltimore City Community College

IN WITNESS THEREOF, the parties have executed this TO Agreement as of the date hereinabove set forth.
TO Contractor Name

_____________________________________ ____________________________
By: Type or Print TO Contractor POC Date

Witness: _______________________

STATE OF MARYLAND, BCCC

_____________________________________ ____________________________
By: Dr. Carolyn Anderson, Interim President Date

Witness: _______________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 4 CONFLICT OF INTEREST AFFIDAVIT AND DISCLOSURE
A) "Conflict of interest" means that because of other activities or relationships with other persons,
a person is unable or potentially unable to render impartial assistance or advice to the State, or
the person's objectivity in performing the contract work is or might be otherwise impaired, or a
person has an unfair competitive advantage.
B) "Person" has the meaning stated in COMAR 21.01.02.01B (64) and includes a bidder, offeror,
contractor, consultant, or subcontractor or sub-consultant at any tier, and also includes an
employee or agent of any of them if the employee or agent has or will have the authority to
control or supervise all or a portion of the work for which a bid or offer is made.
C) The bidder or offeror warrants that, except as disclosed in §D, below, there are no relevant facts
or circumstances now giving rise or which could, in the future, give rise to a conflict of interest.
D) The following facts or circumstances give rise or could in the future give rise to a conflict of
interest (explain in detail—attach additional sheets if necessary):
E) The bidder or offeror agrees that if an actual or potential conflict of interest arises after the date
of this affidavit, the bidder or offeror shall immediately make a full disclosure in writing to the
procurement officer of all relevant facts and circumstances. This disclosure shall include a
description of actions which the bidder or offeror has taken and proposes to take to avoid,
mitigate, or neutralize the actual or potential conflict of interest. If the contract has been
awarded and performance of the contract has begun, the Contractor shall continue performance
until notified by the procurement officer of any contrary action to be taken.

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

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

Date: ____________________ By: ______________________________________

(Authorized Representative and Affiant)

State of Maryland- Baltimore City Community College

 ATTACHMENT 5 LABOR CLASSIFICATION PERSONNEL RESUME SUMMARY
(INSTRUCTIONS)
INSTRUCTIONS:
1. Master Contractors shall comply with all personnel requirements under the Master Contract
RFP 060B2490023.
2. Only labor categories proposed in the Master Contractors Financial Proposal may be proposed
under the CATS+ TORFP process.
3. For each person proposed in any of the labor categories, complete one Labor Category
Personnel Resume Summary to document how the proposed person meets each of the
minimum requirements. This summary is required at the time of the interview.
4. Each form also includes examples of duties to perform. The proposed person must be able to
fulfill those duties.
5. For each subject matter expert, the State will identify the particular area of expertise and the
Master Contractor shall provide proof the individual has qualifications within that area of
expertise.
6. Additional information may be attached to each Labor Category Personnel Resume Summary
that may assist a full and complete understanding of the individual being proposed.

State of Maryland- Baltimore City Community College

 A. LABOR CLASSIFICATION PERSONNEL RESUME SUMMARY (CONTINUED)
CATS+ TORFP # R95R4400395

Instructions: Enter resume information in the fields below; do not submit other resume formats.
Submit one resume for each proposed resource

Candidate Name:
Master Contractor:

A. Education / Training
Degree / Year Field Of
Institution Name / City / State
Certification Completed Study

<add lines as needed>

B. Relevant Work Experience

Describe work experience relevant to the Duties / Responsibilities and Minimum Qualifications described in
Section 2 of the TORFP. Starts with the most recent experience first; do not include non-relevant experience.
[Organization] Description of Work…
[Title / Role]
[Period of Employment /
Work]
[Location]
[Contact Person (Optional
if current employer)]

[Organization] Description of Work…

[Title / Role]
[Period of Employment /
Work]
[Location]
[Contact Person]

<add lines as needed>

C. Employment History
List employment history, starting with the most recent employment first
Organization Reason for
Start and End Dates Job Title or Position
Name Leaving

State of Maryland- Baltimore City Community College

 <add lines as needed>

*“Candidate Relevant Experience” section must be filled out. Do not enter “see resume” as a response.

D. References
List persons the State may contact as employment references
Organization Telephone /
Reference Name Job Title or Position
Name Email

<add lines as needed>

The information provided on this form for this labor category is true and correct to the best of my
knowledge:
Master Contractor Representative:

_____________________________ _______________________________ ______________

Print Name Signature Date

Proposed Individual:

__________________________________ _______________
Signature Date
SUBMIT WITH TO PROPOSAL AS INSTRUCTED IN TORFP.

State of Maryland- Baltimore City Community College

 ATTACHMENT 6 PRE-PROPOSAL CONFERENCE DIRECTIONS
Provide good directions to the pre-proposal conference, including parking information.

Pre-Proposal Conference March 17, 2014

3100 Towanda Avenue, Rm #201
Baltimore, Maryland 21215
There is free parking as you enter the BCCC West Pavilion Building off Towanda Ave. You can park
in any empty space located to the right side as you drive towards the main entrance to the building.
When you enter the main building you will check-in at the Security Desk and ask for the Purchasing
Officer Room #201

Daniel A. Coleman, J.D.

Director of Procurement
Baltimore City Community College
West Pavilion, Room 116
3100 Towanda Avenue
Baltimore, Maryland 21215
410-209-6030
410-209-6094

State of Maryland- Baltimore City Community College

 ATTACHMENT 7 NOTICE TO PROCEED (SAMPLE)

Month Day, Year

TO Contractor Name
TO Contractor Mailing Address

Re: CATS+ TO Project Number (TORFP #): R95R4400395

Dear TO Contractor Contact:

This letter is your official Notice to Proceed as of Month Day, Year, for the above-referenced Task
Order Agreement. Mr. / Ms. _______________ of ____________ (Agency Name) will serve as the TO
Manager and your contact person on this Task Order. He / She can be reached at telephone
_____________.

Enclosed is an original, fully executed Task Order Agreement and purchase order.

Sincerely,

TO Procurement Officer
Enclosures (2)
cc: TO Manager
Procurement Liaison Office, Department of Information Technology
Project Oversight Office, Department of Information Technology

State of Maryland- Baltimore City Community College

 ATTACHMENT 8 AGENCY RECEIPT OF DELIVERABLE FORM

I acknowledge receipt of the following:

TORFP Title: MTDP PROJECT MANAGEMENT SUPPORT SERVICES
TO Project Number (TORFP #): R95R4400395

Title of Deliverable: _______________________________________________________

TORFP Reference Section # ______________________

Deliverable Reference ID # ________________________

Name of TO Manager: TO Manager

__________________________________ __________________________________
TO Manager Signature Date Signed

Name of TO Contractor’s Project Manager: __________________________________

__________________________________ __________________________________
TO Contractor’s Project Manager Signature Date Signed

State of Maryland- Baltimore City Community College

 ATTACHMENT 9 DELIVERABLE PRODUCT ACCEPTANCE FORM

Agency Name: BCCC

TORFP Title: TORFP Project Name
TO Manager: TO Manager and Phone Number

To:
The following deliverable, as required by TO Project Number (TORFP #):R95R4400395 has been
received and reviewed in accordance with the TORFP.
Title of deliverable: ____________________________________________________________
TORFP Contract Reference Number: Section # __________
Deliverable Reference ID # _________________________
This deliverable:

Is accepted as delivered.

Is rejected for the reason(s) indicated below.

REASON(S) FOR REJECTING DELIVERABLE:

OTHER COMMENTS:

__________________________________ _________________________________
TO Manager Signature Date Signed

State of Maryland- Baltimore City Community College

 ATTACHMENT 10 NON-DISCLOSURE AGREEMENT (OFFEROR)

This Non-Disclosure Agreement (the “Agreement”) is made this ___ day of ________ 20__, by and between
_________________________ (hereinafter referred to as "the OFFEROR ") and the State of Maryland (hereinafter referred
to as "the State").

OFFEROR warrants and represents that it intends to submit a TO Proposal in response to CATS+ TORFP # R95R4400395
for TORFP Title. In order for the OFFEROR to submit a TO Proposal, it will be necessary for the State to provide the
OFFEROR with access to certain confidential information including, but not limited, to _____________________. All such
information provided by the State shall be considered Confidential Information regardless of the form, format, or media
upon which or in which such information is contained or provided, regardless of whether it is oral, written, electronic, or
any other form, and regardless of whether the information is marked as “Confidential Information”. As a condition for its
receipt and access to the Confidential Information described above, the OFFEROR agrees as follows:
1. OFFEROR will not copy, disclose, publish, release, transfer, disseminate or use for any purpose in any form any
Confidential Information received, except in connection with the preparation of it’s TO Proposal.
2. Each employee or agent of the OFFEROR who receives or has access to the Confidential Information shall
execute a copy of this Agreement and the OFFEROR shall provide originals of such executed Agreements to the
State. Each employee or agent of the OFFEROR who signs this Agreement shall be subject to the same terms,
conditions, requirements and liabilities set forth herein that are applicable to the OFFEROR.
3. OFFEROR shall return the Confidential Information to the State within five business days of the State’s Notice of
recommended award. If the OFFEROR does not submit a Proposal, the OFFEROR shall return the Confidential
Information to TO Procurement Officer, BCCC on or before the due date for Proposals.
4. OFFEROR acknowledges that the disclosure of the Confidential Information may cause irreparable harm to the
State and agrees that the State may obtain an injunction to prevent the disclosure, copying, or other impermissible
use of the Confidential Information. The State’s rights and remedies hereunder are cumulative and the State
expressly reserves any and all rights, remedies, claims and actions that it may have now or in the future to protect
the Confidential Information and/or to seek damages for the OFFEROR’S failure to comply with the requirements
of this Agreement. The OFFEROR consents to personal jurisdiction in the Maryland State Courts.
5. In the event the State suffers any losses, damages, liabilities, expenses, or costs (including, by way of example
only, attorneys’ fees and disbursements) that are attributable, in whole or in part to any failure by the OFFEROR
or any employee or agent of the OFFEROR to comply with the requirements of this Agreement, OFFEROR and
such employees and agents of OFFEROR shall hold harmless and indemnify the State from and against any such
losses, damages, liabilities, expenses, and/or costs.
6. This Agreement shall be governed by the laws of the State of Maryland.
7. OFFEROR acknowledges that pursuant to Section 11-205.1 of the State Finance and Procurement Article of the
Annotated Code of Maryland, a person may not willfully make a false or fraudulent statement or representation of
a material fact in connection with a procurement contract. Persons making such statements are guilty of a felony
and on conviction subject to a fine of not more than $20,000 and/or imprisonment not exceeding 5 years or both.
OFFEROR further acknowledges that this Agreement is a statement made in connection with a procurement
contract.
8. The individual signing below warrants and represents that they are fully authorized to bind the OFFEROR to the
terms and conditions specified in this Agreement. If signed below by an individual employee or agent of the
OFFEROR under Section 2 of this Agreement, such individual acknowledges that a failure to comply with the
requirements specified in this Agreement may result in personal liability.

OFFEROR: ___________________________ BY: _______________________________

NAME: _____________________________ TITLE: _______________________________
ADDRESS: _______________________________________________________________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 11 NON-DISCLOSURE AGREEMENT (TO CONTRACTOR)

THIS NON-DISCLOSURE AGREEMENT (“Agreement”) is made as of this ___ day of ______________,

20__, by and between the State of Maryland ("the State"), acting by and through its BCCC (the “Department”), and
____________________ (“TO Contractor”), a corporation with its principal business office located at
_________________________________ and its principal office in Maryland located at
_____________________________.

RECITALS
WHEREAS, the TO Contractor has been awarded a Task Order Agreement (the “TO Agreement”) for TORFP
Title TORFP No. R95R4400395 dated ______________, (the “TORFP) issued under the Consulting and Technical
Services procurement issued by the Department, Project Number 060B2490023; and

WHEREAS, in order for the TO Contractor to perform the work required under the TO Agreement, it will be
necessary for the State to provide the TO Contractor and the TO Contractor’s employees and agents (collectively the “TO
Contractor’s Personnel”) with access to certain confidential information regarding ________________________________
(the “Confidential Information”).

NOW, THEREFORE, in consideration of being given access to the Confidential Information in connection with
the TORFP and the TO Agreement, and for other good and valuable consideration, the receipt and sufficiency of which the
parties acknowledge the parties do hereby agree as follows:

1. Confidential Information means any and all information provided by or made available by the State to the TO
Contractor in connection with the TO Agreement, regardless of the form, format, or media on or in which the
Confidential Information is provided and regardless of whether any such Confidential Information is marked as
such. Confidential Information includes, by way of example only, information that the TO Contractor views, takes
notes from, copies (if the State agrees in writing to permit copying), possesses or is otherwise provided access to
and use of by the State in relation to the TO Agreement.
2. TO Contractor shall not, without the State’s prior written consent, copy, disclose, publish, release, transfer,
disseminate, use, or allow access for any purpose or in any form, any Confidential Information provided by the
State except for the sole and exclusive purpose of performing under the TO Agreement. TO Contractor shall limit
access to the Confidential Information to the TO Contractor’s Personnel who have a demonstrable need to know
such Confidential Information in order to perform under the TO Agreement and who have agreed in writing to be
bound by the disclosure and use limitations pertaining to the Confidential Information. The names of the TO
Contractor’s Personnel are attached hereto and made a part hereof as Exhibit A. Each individual whose name
appears on Exhibit A shall execute a copy of this Agreement and thereby be subject to the terms and conditions of
this Agreement to the same extent as the TO Contractor. TO Contractor shall update Exhibit A by adding
additional names as needed, from time to time.
3. If the TO Contractor intends to disseminate any portion of the Confidential Information to non-employee agents
who are assisting in the TO Contractor’s performance of the TORFP or who will otherwise have a role in
performing any aspect of the TORFP, the TO Contractor shall first obtain the written consent of the State to any
such dissemination. The State may grant, deny, or condition any such consent, as it may deem appropriate in its
sole and absolute subjective discretion.
4. TO Contractor hereby agrees to hold the Confidential Information in trust and in strictest confidence, to adopt or
establish operating procedures and physical security measures, and to take all other measures necessary to protect
the Confidential Information from inadvertent release or disclosure to unauthorized third parties and to prevent all
or any portion of the Confidential Information from falling into the public domain or into the possession of
persons not bound to maintain the confidentiality of the Confidential Information.
5. TO Contractor shall promptly advise the State in writing if it learns of any unauthorized use, misappropriation, or
disclosure of the Confidential Information by any of the TO Contractor’s Personnel or the TO Contractor’s former
Personnel. TO Contractor shall, at its own expense, cooperate with the State in seeking injunctive or other
equitable relief against any such person(s).

State of Maryland- Baltimore City Community College

6. TO Contractor shall, at its own expense, return to the Department, all copies of the Confidential Information in its
care, custody, control or possession upon request of the Department or on termination of the TO Agreement.
7. A breach of this Agreement by the TO Contractor or by the TO Contractor’s Personnel shall constitute a breach of
the Master Contract Agreement between the TO Contractor and the State.
8. TO Contractor acknowledges that any failure by the TO Contractor or the TO Contractor’s Personnel to abide by
the terms and conditions of use of the Confidential Information may cause irreparable harm to the State and that
monetary damages may be inadequate to compensate the State for such breach. Accordingly, the TO Contractor
agrees that the State may obtain an injunction to prevent the disclosure, copying or improper use of the
Confidential Information. The TO Contractor consents to personal jurisdiction in the Maryland State Courts. The
State’s rights and remedies hereunder are cumulative and the State expressly reserves any and all rights, remedies,
claims and actions that it may have now or in the future to protect the Confidential Information and/or to seek
damages from the TO Contractor and the TO Contractor’s Personnel for a failure to comply with the requirements
of this Agreement. In the event the State suffers any losses, damages, liabilities, expenses, or costs (including, by
way of example only, attorneys’ fees and disbursements) that are attributable, in whole or in part to any failure by
the TO Contractor or any of the TO Contractor’s Personnel to comply with the requirements of this Agreement,
the TO Contractor shall hold harmless and indemnify the State from and against any such losses, damages,
liabilities, expenses, and/or costs.
9. TO Contractor and each of the TO Contractor’s Personnel who receive or have access to any Confidential
Information shall execute a copy of an agreement substantially similar to this Agreement and the TO Contractor
shall provide originals of such executed Agreements to the State.
10. The parties further agree that:
This Agreement shall be governed by the laws of the State of Maryland;
The rights and obligations of the TO Contractor under this Agreement may not be assigned or delegated, by operation of
law or otherwise, without the prior written consent of the State;
The State makes no representations or warranties as to the accuracy or completeness of any Confidential Information;
The invalidity or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any
other provision of this Agreement;
Signatures exchanged by facsimile are effective for all purposes hereunder to the same extent as original signatures; and
The Recitals are not merely prefatory but are an integral part hereof.

TO Contractor/TO Contractor’s Personnel: BCCC:

Name: __________________________ Name: _____________________________

Title: ___________________________ Title: _______________________________

Date: ___________________________ Date: ______________________________

State of Maryland- Baltimore City Community College

 EXHIBIT A – FOR THE NONDISCLOSURE AGREEMENT (TO CONTRACTOR)
TO CONTRACTOR’S EMPLOYEES AND AGENTS WHO WILL BE GIVEN ACCESS TO THE
CONFIDENTIAL INFORMATION

Printed Name and Address

Signature Date
of Employee or Agent

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 12 TO CONTRACTOR SELF-REPORTING CHECKLIST
The purpose of this checklist is for CATS+ Master Contractors to self-report on adherence to
procedures for task orders (TO) award under the CATS+ Master Contract. Requirements for TO
management can be found in the CATS+ Master Contract RFP and at the TORFP level. The Master
Contractor is requested to complete and return this form by the Checklist Due Date below. Master
Contractors may attach supporting documentation as needed. Please send the completed checklist and
direct any related questions to [email protected] with the TO number in the
subject line.
Master Contractor:
Master Contractor Contact / Phone:
Procuring State Agency Name:
TO Title:
TO Number:
TO Type (Fixed Price, T&M, or Both):
Checklist Issue Date:
Checklist Due Date:
Section 1 – Task Orders with Invoices Linked to Deliverables
A) Was the original TORFP (Task Order Request for Proposals) structured to link invoice payments
to distinct deliverables with specific acceptance criteria?
Yes No (If no, skip to Section 2.)
B) Do TO invoices match corresponding deliverable prices shown in the accepted Financial
Proposal?
Yes No (If no, explain why)
C) Is the deliverable acceptance process being adhered to as defined in the TORFP?
Yes No (If no, explain why)
Section 2 – Task Orders with Invoices Linked to Time, Labor Rates and Materials
A) If the TO involves material costs, are material costs passed to the agency without markup by the
Master Contractor?
Yes No (If no, explain why)
B) Are labor rates the same or less than the rates proposed in the accepted Financial Proposal?
Yes No (If no, explain why)
C) Is the Master Contractor providing timesheets or other appropriate documentation to support
invoices?
Yes No (If no, explain why)
Section 3 – Substitution of Personnel
A) Has there been any substitution of personnel?
Yes No (If no, skip to Section 4.)
B) Did the Master Contractor request each personnel substitution in writing?
Yes No (If no, explain why)

State of Maryland- Baltimore City Community College

 C) Does each accepted substitution possess equivalent or better education, experience and
qualifications than incumbent personnel?
Yes No (If no, explain why)
Was the substitute approved by the agency in writing?
Yes No (If no, explain why)
Section 4 – MBE Participation
A) What is the MBE goal as a percentage of the TO value? % (If there is no MBE goal, skip to
Section 5)
B) Are MBE reports D-5 and D-6 submitted monthly?
Yes No (If no, explain why)
C) What is the actual MBE percentage to date? (divide the dollar amount paid to date to the MBE by
the total amount paid to date on the TO) %
(Example - $3,000 was paid to date to the MBE Subcontractor; $10,000 was paid to date on the TO;
the MBE percentage is 30% (3,000 ÷ 10,000 = 0.30))
Is this consistent with the planned MBE percentage at this stage of the project?
Yes No (If no, explain why)
Has the Master Contractor expressed difficulty with meeting the MBE goal?
Yes No
(If yes, explain the circumstances and any planned corrective actions)

Section 5 – TO Change Management

A) Is there a written change management procedure applicable to this TO?
Yes No (If no, explain why)
B) Does the change management procedure include the following?

Yes No Sections for change description, justification, and sign-off

Yes No Sections for impact on cost, scope, schedule, risk and quality (i.e., the impact
of change on satisfying TO requirements)
Yes No A formal group charged with reviewing / approving / declining changes (e.g.,
change control board, steering committee, or management team)
C) Have any change orders been executed?
Yes No
(If yes, explain expected or actual impact on TO cost, scope, schedule, risk and quality)

D) Is the change management procedure being followed?

Yes No (If no, explain why)

SUBMIT AS INSTRUCTED IN TORFP.

State of Maryland- Baltimore City Community College

 ATTACHMENT 13 LIVING WAGE AFFIDAVIT OF AGREEMENT
Contract No. _____________________________________________________________
Name of Contractor _______________________________________________________
Address_________________________________________________________________
City_________________________________ State________ Zip Code_______________

If the Contract is Exempt from the Living Wage Law

The Undersigned, being an authorized representative of the above named Contractor, hereby affirms that the
Contract is exempt from Maryland’s Living Wage Law for the following reasons: (check all that apply)
__ Bidder/Offeror is a nonprofit organization
__ Bidder/Offeror is a public service company
__ Bidder/Offeror employs 10 or fewer employees and the proposed contract value is less than $500,000
__ Bidder/Offeror employs more than 10 employees and the proposed contract value is less than
$100,000
If the Contract is a Living Wage Contract
A. The Undersigned, being an authorized representative of the above named Contractor, hereby affirms our
commitment to comply with Title 18, State Finance and Procurement Article, Annotated Code of
Maryland and, if required, to submit all payroll reports to the Commissioner of Labor and Industry with
regard to the above stated contract. The Bidder/Offeror agrees to pay covered employees who are
subject to living wage at least the living wage rate in effect at the time service is provided for hours
spent on State contract activities, and to ensure that its Subcontractors who are not exempt also pay the
required living wage rate to their covered employees who are subject to the living wage for hours spent
on a State contract for services. The Contractor agrees to comply with, and ensure its Subcontractors
comply with, the rate requirements during the initial term of the contract and all subsequent renewal
periods, including any increases in the wage rate established by the Commissioner of Labor and
Industry, automatically upon the effective date of the revised wage rate.
B. _____________________ (initial here if applicable) The Bidder/Offeror affirms it has no covered
employees for the following reasons (check all that apply):
__ All employee(s) proposed to work on the State contract will spend less than one-half of the
employee’s time during every work week on the State contract;
__ All employee(s) proposed to work on the State contract will be 17 years of age or younger during the
duration of the State contract; or
__ All employee(s) proposed to work on the State contract will work less than 13 consecutive weeks on
the State contract.
The Commissioner of Labor and Industry reserves the right to request payroll records and other data that the
Commissioner deems sufficient to confirm these affirmations at any time.

Name of Authorized Representative: ________________________________________________

Signature of Authorized Representative ______________________________________________
Date: _____________ Title: _______________________________________________________
Witness Name (Typed or Printed): __________________________________________________
Witness Signature and Date: _______________________________________________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 14 MERCURY AFFIDAVIT

Attachment not used in this TORFP.

State of Maryland- Baltimore City Community College

 ATTACHMENT 15 STATE OF MARYLAND
VETERAN SMALL BUSINESS ENTERPRISE PARTICIPATION (VSBE)

CONTACT ITPO FOR THE LOCATION OF THE LATEST VSBE FORMS. VSBE FORMS WILL BE
POSTED ON THE CATS+ WEBSITE ONCE THEY ARE FINALIZED.

State of Maryland- Baltimore City Community College

 ATTACHMENT 16 CERTIFICATION REGARDING INVESTMENTS IN IRAN
Authority: State Finance & Procurement, §§17-701 – 17-707, Annotated Code of Maryland [Chapter
447, Laws of 2012.]
List: The Investment Activities in Iran list identifies companies that the Board of Public Works has
found to engage in investment activities in Iran; those companies may not participate in procurements
with a public body in the State. “Engaging in investment activities in Iran” means:
• Providing goods or services of at least $20 million in the energy sector of Iran; or
• For financial institutions, extending credit of at least $20 million to another person for at least
45 days if the person is on the Investment Activities In Iran list and will use the credit to
provide goods or services in the energy of Iran.

The Investment Activities in Iran list is located at: www.bpw.state.md.us

Rule: A company listed on the Investment Activities In Iran list is ineligible to bid on, submit a
proposal for, or renew a contract for goods and services with a State Agency or any public body of the
State. Also ineligible are any parent, successor, subunit, direct or indirect subsidiary of, or any entity
under common ownership or control of, any listed company.
NOTE: This law applies only to new contracts and to contract renewals. The law does not require an Agency to
terminate an existing contract with a listed company.

CERTIFICATION REGARDING INVESTMENTS IN IRAN

The undersigned certifies that, in accordance with State Finance & Procurement Article, §17-705:
(i) it is not identified on the list created by the Board of Public Works as a person engaging in
investment activities in Iran as described in §17-702 of State Finance & Procurement; and
(ii) it is not engaging in investment activities in Iran as described in State Finance &
Procurement Article, §17-702.
The undersigned is unable make the above certification regarding its investment activities in Iran due
to the following activities:

Name of Authorized Representative: ________________________________________________

Signature of Authorized Representative: _____________________________________________
Date: _____________ Title: _______________________________________________________
Witness Name (Typed or Printed): __________________________________________________
Witness Signature and Date: _______________________________________________________

State of Maryland- Baltimore City Community College

 ATTACHMENT 17 SAMPLE WORK ORDER

WORK ORDER NAME Work Order # Task Order #

This Work Order is issued under the provisions of the MITDP Project Management Support Services Task Order under the CATS+
contract. The services authorized are within the scope of services set forth in the Purpose of the work order.
Purpose

Statement of Work
Requirements:

Deliverable(s), Acceptance Criteria and Due Date(s):

Deliverables are subject to review and approval by BCCC prior to payment.

(Attach additional sheets if necessary)

Start Date End Date

Fixed Price Cost (Use this section for a Fixed Price Work Order)
Description of Deliverables Price
1. $ $
2. $ $
*Include WBS, schedule and response to requirements. BCCC shall pay an amount not to $
exceed:
Time and Materials Cost (Use this section for a Time and Materials Work Order)
Name Labor Category Rate/ Hr. Hours Estimate Total

*Include WBS, schedule and response to requirements. BCCC shall pay an amount not to $
exceed:
TO Contractor Agency Approval

(Signature) TO Contractor Authorized Representative (Signature) TO Manager (Date)

(Date)
POC (Print Name) TO Manager (Print Name)
Telephone No. Telephone No.
Email: Email:

State of Maryland- Baltimore City Community College

 ATTACHMENT 18 PERFORMANCE EVALUATION FORM
TORFP Title: MITDP PROJECT MANAGEMENT SUPPORT SERVICES TORFP # R95R4400395
Name of Contractor being evaluated: <insert name>
(The TO Contractor shall submit one Performance Evaluation Form for each employee as required)

Evaluation Month & Year:

Role (TORFP Section 2.X):
Labor Category:
TO Contractor Name:
TO Contractor Contact:
MSDE TO Manager:
BCCC : BCCC

PROJECT PERSONNEL PERFORMANCE RATING*

The information below shall be completed by the TO Manager or Designee and returned to the TO
Contractor
Performance Area Satisfactory Unsatisfactory
Attendance and Timeliness
Work Productivity
Work Quality
Teamwork
Communication
Customer Service

*Project Personnel must maintain a “Satisfactory” rating for each performance area. The TO
Contractor shall take action to address any unsatisfactory rating. At the TO Manager’s discretion,
employee performance may be rejected and payment withheld pending employee performance
mitigation or employee substitution.

Employee performance overall is Employee performance overall is rejected (for

accepted. reasons indicated below).

REASON(S) FOR UNSATISFACTORY EMPLOYEE PERFORMANCE RATING/S:

OTHER COMMENTS:

Signature of Evaluator Date

Signature of TO Contractor Date

State of Maryland- Baltimore City Community College
 ATTACHMENT 19 CRIMINAL BACKGROUND CHECK AFFIDAVIT
Attachment not used in this TORFP.

State of Maryland- Baltimore City Community College

 ATTACHMENT 20 PERFORMANCE EVALUATION FORM (PEF)
FOR SENIOR PROJECT MANAGER (SPM)
(Submitted monthly by the TO Contractor to initiate invoicing)
TO Contractor:
Name of SPM Being Evaluated:
Date Submitted:
Performance Period (Month / Year):
Agency Name:
TO Manager / Agency Contact:
RFR / Reference BPO #
The Information Below Shall Be Filled-In by the Agency
PROJECT MANAGEMENT PERFORMANCE RATING DISPOSITION:
PM Processes Rating**
Integration
5
Procurement Management
4
Schedule Management
Procurement Scope

3
Scope Management
2
Cost Management
Risk 1 Time

0
Risk Management
Human Resources Management
Quality Management
Communications Cost
Communications Management
Integration Management
HR Quality
Total Average Score
**Rating is based on Project Management
Performance Rating Criteria Sheet. The
Project Team should maintain score of 3 or
higher for each process area and/or average
score of 3. Scores below 3 may trigger the
Mitigation Procedures defined in Section 5
above.
Performance is acceptable Performance is unacceptable
(for reasons indicated below).
REASON(S) FOR UNACCEPTABLE PERFORMANCE RATING (List Deliverables or PM Process Areas):

__________________________________ _________________________________

State of Maryland- Baltimore City Community College

 TO Manager Signature Date Signed

Project Management Performance Rating Criteria

The TO Manager will evaluate and rate the FPM’s management performance based on the overall Project Team’s
performance in each of the nine Knowledge Areas below. Applicable processes should score at 3 or higher.
Project Integration Management
0 Not applicable for project. Indicators of Process
Project Team has not established practices, standards, or processes for project. • Project Charter
Work performed in ad hoc fashion and does not include integration • Project Management
1 management. Plan (PMP)
Project Team has established basic, documented processes for project planning • Integrated Project Plan
2 and reporting exist. Management only involved on high-visibility projects. • Updated Project
Project Team has institutionalized the Project integration efforts with Schedule
documented procedures and standards. PM is beginning to integrate all project
3 data.
Project Team utilizes processes/standards for project on a regular basis and
integrated with other processes/systems. Decisions on project based on
4 performance metrics.
Project Team has established best practices including project integration
improvement procedures utilized. Lessons learned are regularly examined and
5 used to improve documented processes.
Project Scope Management
0 Not applicable for project. Indicators of Process
Project has general statement of functional requirements. Little or no scope • Project Scope
management or documentation for project. Management and stakeholders are Statement
1 aware of key milestones only. • Change Request and
Project Team has put basic scope management process in place. Scope Approval Process
2 management is meeting techniques irregularly. • Requirements
Traceability Matrix
Project Team has implemented full project management process documented
(RTM)
and is actively utilizing process on regular basis. Stakeholders are engaged and
3 actively participating in scope decisions. • Change Control Board

Project Team is utilizing full project management processes for the project.
4 Projects managed and evaluated in light of other competing requirements.
Project Team’s effectiveness and efficiency metrics drive project scope decisions
5 by appropriate levels of management.
Project Time/Schedule Management
0 Not applicable for project. Indicators of Process
Project Team has not established planning or scheduling standards. Lack of • WBS
1 documentation makes it difficult to achieve repeatable project success. • Schedule Management
Project Team has established basic processes, but is not performing planning Plan
2 and scheduling on a regular basis. • Activities duration
based on historic data
Project Team has established document time management processes and
utilizes on a regular basis. Project-wide integration includes project
3 dependencies.
Project Team has established good practices in time management including
4 utilization of historical data to forecast future performance. Project

State of Maryland- Baltimore City Community College

 management decisions based on efficiency and effectiveness metrics.

Project Team has additionally incorporated improvement procedures utilized

for time management processes. Lessons learned are examined and used to
5 improve documented processes.
Project Cost Management
0 Not applicable for project. Indicators of Process
Project Team has not established practices or standards. Cost process • Cost Estimates Activity
documentation is ad hoc and individual project members follow informal • Project Cost Baseline
1 practices.
• Cost Management Plan
Project Team has established processes exist for cost estimating, reporting, and • Cost Control
performance measurement. Cost management processes are used for the
2 project.
Project Team has standardized cost management practices for project team.
3 Costs are fully integrated and reflect the true cost of the project.
Project Team has integrated cost planning and tracking with Project Office,
4 financial, and human resources systems. Standards tied to agency processes.
Project Team leverages lessons learned to improve documented processes.
Project Team and management are actively using efficiency and effectiveness
5 metrics for decision making.
Project Quality Management
0 Not applicable for project. Indicators of Process
Project Team has not established project quality practices or standards. • Quality Assurance Plan
1 Management is considering how they should define “quality”. • Deliverables Acceptance
Project Team has established basic organizational project quality policy has Criteria defined
been adopted. Project Management and Team encourage quality processes and • User Acceptance
2 policy for project. Criteria (UAC) per SDLC
phases
Project Team has established well documented quality management process
and instituted standards for the project. Regular quality management activities • Formal Deliverable
3 are being executed including deliverables acceptance. Acceptance Process

Project Team has best practices for standard quality management processes.
Management is actively involved in coordinating quality standards and
4 assurance. Some metrics are developed.
Project Team has implemented guidelines for implementing improvements back
into the process. Metrics are key to product quality decisions throughout the
5 SDLC.
Project Human Resource Management
0 Not applicable for project. Indicators of Process
Project Team has not performed planning and staffing activities for project. • Organization Chart
1 Project teams are ad hoc. Human resource time and cost is not measured. • Roles and
Project Team has put processes in place that defines how to plan and manage responsibilities matrix
2 human resources. Resource tracking is loosely performed for project. • Staffing Management
Plan
Project Team has established a regularly resource management process.
Professional development program activities for team and organization have • Team Training Plan
3 been established for successful implementation of project. • Team performance
assessment
Project Team has implemented resource management best practices including
4 resource forecasts used for project planning and prioritization. Project team

State of Maryland- Baltimore City Community College

 performance measured and integrated with team development.
Project Team includes HR processes which engage teams to document project
lessons learned. Improvements are incorporated into human resources
5 management process.
Project Communication Management
0 Not applicable for project. Indicators of Process
Project Team performing communications management on an ad hoc basis with • Communication
1 informal status reports to management. Management Plan
Project Team has established basic communications process including • Project Performance
Communications Management Plan. Project progress reporting is occurring on a Reports
2 more regular basis. • Stakeholder Contact
Project Team has active involvement by executing a formal project • Processes for
communications plan. All stakeholders and project team members are aware of communication of Risk,
3 communications process. Issues and Decisions

Project Team has implemented best practices for communications management

4 plan for the project.
Project Team has put additional improvement process in place to continuously
improve project communications management. Lessons learned are captured
5 and incorporated.
Project Risk Management
0 Not applicable for project. Indicators of Process
Project Team has not established any risk management practices or standards • Risk Management Plan
for project. Documentation is minimal and results are not shared. Risk response • Risk Register
1 is reactive.
• Process for Risk Register
Project Team has established basic risk management processes and have updates and
documented for the project. Team members are involved with risks process and communication of risk
2 risks are shared for project. • Contingency plans for
Project Team has established regular risk management processes and risk risk
activities, including identification and mitigation planning, are actively utilized
3 for project.
Project Team has integrated risk processes with all aspect of project reporting
including time, cost, and resource systems. Metrics are used to support risk
4 decisions for the project.
Project Team has established best practices in risk management including
continuous improvement processes to ensure project is continually measured
5 and managed against performance metrics.
Project Procurement Management
0 Not applicable for project. Indicators of Process
Project Team has not established procurement process for project. Processes • Procurement
1 are ad hoc at best with no clear plan defined. Management Plan
Project Team has established basic process for procurement of goods and • Contract Statement Of
services for project. Procurement Management Plan has been developed for Work
2 procurement of all project goods and services. • Evaluation Criteria
Project Team has established standards for procurement management on • Cost Benefit Analysis
3 project and integrated with Agency processes. • Make/Buy Decisions
Project Team has leverage procurement management best practices such as
4 make/buy decisions for the agency and project. Project procurement practices

State of Maryland- Baltimore City Community College

 are integrated with project management mechanisms.

Project Team has instituted on-going process improvements focus on

5 procurement efficiency and effective metrics.

State of Maryland- Baltimore City Community College