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<regulation prefix="Regulation" num=".10" citation="COMAR 14.39.03.10" title_num="14" subtitle_num="39" chapter_num="03" heading="Competitive Negotiation.">
  <paragraph num="A.">
    <text>Definition.</text>
    <paragraph num="(1)">
      <text>In this regulation, the following term has the meaning indicated.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Term Defined. Competitive negotiation means a method of source selection that:</text>
      <paragraph num="(a)">
        <text>Permits offerors to demonstrate creativity, experience, and knowledge;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Allows offerors to submit proposals that vary widely in scope, cost, and other factors; and</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Allows negotiating between the LEA and the qualified offerors with the objective that the final proposal be the most advantageous to the LEA.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="B.">
    <text>Request for Proposals.</text>
    <paragraph num="(1)">
      <text>The request for proposals is used to initiate a competitive negotiation procurement.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>The request for proposals shall include:</text>
      <paragraph num="(a)">
        <text>Instructions and information concerning proposal submission requirements including the date, time and place for receipt of proposals;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>A statement as to whether electronic proposals will be accepted;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>At a minimum, a general description of the final product or services the LEA seeks;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>The evaluation factors and an indication of the relative importance of each evaluation factor, including price;</text>
      </paragraph>
      <paragraph num="(e)">
        <text>A statement that discussions may be conducted with those responsible offerors that submit proposals judged to be in the competitive range, as previously determined by the LEA;</text>
      </paragraph>
      <paragraph num="(f)">
        <text>MBE goals, if applicable;</text>
      </paragraph>
      <paragraph num="(g)">
        <text>Prevailing wage requirements, if applicable;</text>
      </paragraph>
      <paragraph num="(h)">
        <text>Information with respect to preproposal conference if a conference is to be held;</text>
      </paragraph>
      <paragraph num="(i)">
        <text>Requirement for submission of a proposal affidavit;</text>
      </paragraph>
      <paragraph num="(j)">
        <text>Requirement that offerors acknowledge receipt of each amendment and addendum issued;</text>
      </paragraph>
      <paragraph num="(k)">
        <text>Requirement for bid bond, if applicable; and</text>
      </paragraph>
      <paragraph num="(l)">
        <text>Any other information the LEA requires.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>The LEA shall obtain authorization from the IAC or its designee before issuing the request for proposals.</text>
    </paragraph>
  </paragraph>
  <paragraph num="C.">
    <text>Public Notice. The LEA shall publish notice of a request for proposals at least 14 calendar days before the proposal due date in:</text>
    <paragraph num="(1)">
      <text>eMaryland Marketplace;</text>
    </paragraph>
    <paragraph num="(2)">
      <text>An electronic posting or a physical posting on the LEA's bid board; or</text>
    </paragraph>
    <paragraph num="(3)">
      <text>A newspaper of general circulation in the LEA's region.</text>
    </paragraph>
  </paragraph>
  <paragraph num="D.">
    <text>Proposal Receipt. The LEA shall keep submitted proposals in a secure place until the due date. Proposals are not required to be opened publicly but shall be opened in the presence of at least two LEA employees.</text>
  </paragraph>
  <paragraph num="E.">
    <text>Proposal Disclosure. Offerors shall indicate clearly the portions of their proposals that they consider confidential information. All information submitted by offerors is subject to State and local public disclosure laws.</text>
  </paragraph>
  <paragraph num="F.">
    <text>Proposal Evaluation.</text>
    <paragraph num="(1)">
      <text>LEAs may interview offerors as part of the evaluation process.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>The LEA shall evaluate the proposals based on the evaluation factors set forth in the request for proposals.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>The LEA shall evaluate the technical proposals and price proposals independently of each other.</text>
    </paragraph>
    <paragraph num="(4)">
      <text>Evaluation factors shall include:</text>
      <paragraph num="(a)">
        <text>Offeror's understanding of scope of the work;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Advantages of the offeror's proposal to the LEA and to the public in general;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Offeror's prior experience with projects of similar size and scope, and if offeror is a joint venture, experience for at least one of the members of the joint venture entity;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Offeror's plan for management of the project, and the organizational structure proposed for the project;</text>
      </paragraph>
      <paragraph num="(e)">
        <text>Experience of offeror's individual staff members with projects of similar size and scope;</text>
      </paragraph>
      <paragraph num="(f)">
        <text>Financial resources of team and team members;</text>
      </paragraph>
      <paragraph num="(g)">
        <text>MBE plan, if applicable;</text>
      </paragraph>
      <paragraph num="(h)">
        <text>Price;</text>
      </paragraph>
      <paragraph num="(i)">
        <text>If applicable, process by which operation and maintenance of the facility will be transferred to the LEA; and</text>
      </paragraph>
      <paragraph num="(j)">
        <text>Other factors that the LEA sets forth.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(5)">
      <text>The LEA shall establish a competitive range based on the ratings of each proposal.</text>
    </paragraph>
    <paragraph num="(6)">
      <text>Price may be a component in the first evaluation phase of the request for proposals, but is not required. The LEA may exclude price as a factor in the first phase of the request for proposals in order to assess the range of conceptual options that are available for a particular project.</text>
    </paragraph>
  </paragraph>
  <paragraph num="G.">
    <text>Negotiations.</text>
    <paragraph num="(1)">
      <text>The primary objective of negotiations is to obtain the most advantageous contract for the LEA.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>The LEA shall undertake negotiations with each offeror in the competitive range. During negotiations, an offeror may revise its proposal.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>During negotiations, the LEA may establish a final competitive range. The LEA may limit the number of offerors that are included in the final competitive range.</text>
    </paragraph>
    <paragraph num="(4)">
      <text>After negotiation, the LEA shall give each offeror in the final competitive range the opportunity for a final proposal revision.</text>
    </paragraph>
  </paragraph>
  <paragraph num="H.">
    <text>Award.</text>
    <paragraph num="(1)">
      <text>The LEA shall select the offeror whose proposal is, in the LEA's determination, the most advantageous to the LEA.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Before seeking approval of the award from the local board of education, the LEA shall:</text>
      <paragraph num="(a)">
        <text>Discuss the project in an open meeting; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Notify the public as to when the proposed contract will be brought before the board of education for approval.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>Following approval of the award by the local board of education, the LEA shall prepare and submit to the IAC or its designee a statement that explains why the proposal is the most advantageous. The explanation shall:</text>
      <paragraph num="(a)">
        <text>Describe the proposed scope of work, including alternative financing arrangements, if applicable;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Include a cost schedule, indicating the costs associated with various services to be provided by the vendor or phases of the work, and whether those costs are eligible for State reimbursement;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Summarize the evaluation system used to select the offeror;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Summarize the apparent successful offeror's proposal; and</text>
      </paragraph>
      <paragraph num="(e)">
        <text>Describe the MBE plan.</text>
      </paragraph>
    </paragraph>
  </paragraph>
</regulation>