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<chapter num="01" heading="General Provisions" title_num="21" subtitle_num="05">
  <regulation prefix="Regulation" num=".01" heading="Methods of Source Selection.">
    <text>Unless otherwise authorized by law, all State procurement contracts shall be awarded by one of the following methods, at the procurement officer’s discretion, where applicable:</text>
    <paragraph num="A.">
      <text>Competitive sealed bidding under COMAR 21.05.02;</text>
    </paragraph>
    <paragraph num="B.">
      <text>Competitive sealed proposals under COMAR 21.05.03 ;</text>
    </paragraph>
    <paragraph num="C.">
      <text>Negotiated award after unsatisfactory competitive sealed bidding;</text>
    </paragraph>
    <paragraph num="D.">
      <text>Noncompetitive negotiations:</text>
      <paragraph num="(1)">
        <text>Sole source under COMAR 21.05.05;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Emergency and expedited under COMAR 21.05.06;</text>
      </paragraph>
    </paragraph>
    <paragraph num="E.">
      <text>Small procurement procedures under COMAR 21.05.07;</text>
    </paragraph>
    <paragraph num="F.">
      <text>Noncompetitive negotiated procurement under COMAR 21.05.12.04;</text>
    </paragraph>
    <paragraph num="G.">
      <text>Intergovernmental cooperative purchasing under COMAR 21.05.09;</text>
    </paragraph>
    <paragraph num="H.">
      <text>Architectural, engineering, and land surveying services qualification based selection under COMAR 21.12;</text>
    </paragraph>
    <paragraph num="I.">
      <text>Master contracting under COMAR 21.05.13;</text>
    </paragraph>
    <paragraph num="J.">
      <text>Auction bids under COMAR 21.05.14; or</text>
    </paragraph>
    <paragraph num="K.">
      <text>Pay-for-success contracting under COMAR 21.05.15.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".02" heading="Preference for Competitive Sealed Bidding — Repealed." />
  <regulation prefix="Regulation" num=".03" heading="Suspicion that Collusion Has Occurred.">
    <paragraph num="A.">
      <text>If there is a reasonable basis for believing that collusion has occurred among any persons for any reason, the procurement officer shall send a written notice of this belief to the Office of the Attorney General.</text>
    </paragraph>
    <paragraph num="B.">
      <text>All documents involved in any procurement in which there is a reasonable basis for believing that collusion has occurred shall be retained by the procurement agency until the Office of the Attorney General gives notice that they may be destroyed. These documents shall be made available to the Office of the Attorney General immediately on request.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04" heading="Reciprocal Preferences — Supplies or Services.">
    <paragraph num="A.">
      <text>Definitions.</text>
      <paragraph num="(1)">
        <text>In this regulation, the following terms have the meanings indicated.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>“Preference” means:</text>
        <paragraph num="(a)">
          <text>A percentage preference;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>An employee residency requirement; or</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Any other law, policy, or practice that favors a resident over a nonresident.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(3)">
        <text>“Resident business” means a business whose principal office or principal base of operations is located in the State.</text>
      </paragraph>
      <paragraph num="(4)">
        <text>“Services” means services, construction-related services, or energy performance contract services.</text>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>Conditions. A procurement agency may give a preference to a resident business if:</text>
      <paragraph num="(1)">
        <text>The resident business is a responsible:</text>
        <paragraph num="(a)">
          <text>Bidder, under a competitive sealed bid;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Offeror, under a competitive sealed proposal; or</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Provider of architectural or engineering services;</text>
        </paragraph>
      </paragraph>
      <paragraph num="(2)">
        <text>A responsible bidder or offeror whose principal office or principal base of operations is in another state submits the lowest responsive bid or the most advantageous offer;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>The state in which the nonresident's principal office is located or the state in which the nonresident has its principal operation through which it would provide the goods or services gives a preference to its residents through law, policy, or practice; and</text>
      </paragraph>
      <paragraph num="(4)">
        <text>The preference does not conflict with a federal law or grant affecting the procurement contract.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Application. A preference under this regulation shall be identical to the preference that the other state, through law, policy, or practice, gives to its residents.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04-1" heading="Reciprocal Preferences — Architectural or Engineering Services.">
    <paragraph num="A.">
      <text>Definitions.</text>
      <paragraph num="(1)">
        <text>In this regulation, the following terms have the meanings indicated.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>“Nonresident firm” means a business entity that:</text>
        <paragraph num="(a)">
          <text>Has one office that is a principal office for the entity and is not located in the State; or</text>
        </paragraph>
        <paragraph num="(b)">
          <text>For an entity that has offices in multiple states, has not had a principal office located in the State for at least 6 months immediately before the date of a request for proposals.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(3)">
        <text>“Preference” means:</text>
        <paragraph num="(a)">
          <text>A percentage preference;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>An employee residency requirement; or</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Any other law, policy, or practice that favors a resident-firm offeror over a nonresident-firm offeror.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(4)">
        <text>Principal Office.</text>
        <paragraph num="(a)">
          <text>“Principal office” means a primary place of business that is staffed on a regular basis to provide the services that are requested by a unit in a request for proposals.</text>
        </paragraph>
        <paragraph num="(b)">
          <text>“Principal office” does not include a satellite office or an office that is minimally staffed and is not open on a regular basis to provide the services that are requested by a unit in a request for proposals.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(5)">
        <text>“Request for proposals” means a request for architectural services or engineering services that is issued in accordance with State Finance and Procurement Article, §13-112, Annotated Code of Maryland.</text>
      </paragraph>
      <paragraph num="(6)">
        <text>Resident Firm.</text>
        <paragraph num="(a)">
          <text>“Resident firm” means a business entity that is licensed or otherwise authorized to provide architectural or engineering services in the State, and:</text>
          <paragraph num="(i)">
            <text>For an entity that has one office, the office is located in the State; or</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>For an entity that has offices in multiple states, has had a principal office located in the State for at least 6 months immediately before the date of a request for proposals.</text>
          </paragraph>
        </paragraph>
        <paragraph num="(b)">
          <text>“Resident firm” includes a joint venture that was entered into before the date of the request for proposals for which the joint venture submits a proposal and includes one party that holds at least a 51 percent interest in the joint venture and meets the definition in §A(6)(a) of this regulation.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>Conditions. A procurement agency shall apply a preference to a proposal from a resident firm if:</text>
      <paragraph num="(1)">
        <text>A nonresident firm is a responsible offeror determined to be the most qualified person to submit a proposal in accordance with State Finance and Procurement Article, §13-112, Annotated Code of Maryland, and the state in which the principal office of the nonresident firm is located has a preference that favors an offeror from that state to the disadvantage of an offeror from the State of Maryland;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>A resident firm is a responsible offeror that certifies it meets the requirements for a resident firm at the same time that it submits the proposal for which the preference would apply; and</text>
      </paragraph>
      <paragraph num="(3)">
        <text>The nonresident firm’s state’s preference does not conflict with a federal law or grant affecting the procurement contract.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Application.</text>
      <paragraph num="(1)">
        <text>At the request of a unit, a nonresident firm shall provide the following documentation for the state in which the principal office of the nonresident firm is located:</text>
        <paragraph num="(a)">
          <text>A copy of the current statute, resolution, policy, procedure, or executive order that establishes a preference that favors an offeror from that state to the disadvantage of an offeror from the State of Maryland; or</text>
        </paragraph>
        <paragraph num="(b)">
          <text>A certification that the other state does not have a preference that favors an offeror from that state to the disadvantage of an offeror from the State of Maryland.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(2)">
        <text>If a resident firm qualifies for a preference established under this section and for another preference established under State Finance and Procurement Article, Division II, Annotated Code of Maryland, the unit:</text>
        <paragraph num="(a)">
          <text>May not apply more than one preference to the proposal from the resident firm; and</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Shall apply the preference to the proposal from the resident firm that is most advantageous to the resident firm.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(3)">
        <text>If, when making a determination of qualification under a qualification-based selection, a unit determines that a proposal from a resident firm and a proposal from a nonresident firm are equally qualified, the unit may apply a preference to the proposal from the resident firm.</text>
      </paragraph>
      <paragraph num="(4)">
        <text>A unit may not apply a preference to a proposal submitted by a resident firm if the resident firm does not submit the certification required under §B(2) of this regulation at the same time that it submits the proposal.</text>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".05" heading="Permissible Disclosures.">
    <text>After a solicitation for bids under COMAR 21.05.02 or for proposals under COMAR 21.05.03 or 21.12.02—21.12.05 is issued and until a procurement officer makes a recommendation for award, a procurement officer may disclose to a person outside the Board of Public Works and the Executive Branch only:</text>
    <paragraph num="A.">
      <text>Whether a decision has been made regarding a solicitation; and</text>
    </paragraph>
    <paragraph num="B.">
      <text>Information that is available to the public under the Public Information Act, General Provisions Article, Title 4, Annotated Code of Maryland.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".06" heading="Record of Solicitation of Inquiries.">
    <text>After a solicitation for bids under COMAR 21.05.02 or for proposals under COMAR 21.05.03 or 21.12.02—21.12.05 is issued and before contract award, a procurement officer shall record and include in the procurement file the following information from any inquiry originating from any source outside the Executive Branch:</text>
    <paragraph num="A.">
      <text>The date and time of the inquiry;</text>
    </paragraph>
    <paragraph num="B.">
      <text>The name and affiliation of the person making, or initiating, the inquiry; and</text>
    </paragraph>
    <paragraph num="C.">
      <text>The substance and nature of the inquiry.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".07" heading="Procurement Record.">
    <text>The procurement file on each procurement under COMAR 21.05.02 and 21.05.03 or 21.12.02—21.12.05 may be kept electronically and shall include:</text>
    <paragraph num="A.">
      <text>A record of all inquiries required to be recorded under Regulation .06 of this chapter;</text>
    </paragraph>
    <paragraph num="B.">
      <text>A listing of every bidder or offeror solicited;</text>
    </paragraph>
    <paragraph num="C.">
      <text>All bids or offers received;</text>
    </paragraph>
    <paragraph num="D.">
      <text>All internal and external correspondence regarding the procurement;</text>
    </paragraph>
    <paragraph num="E.">
      <text>Written documentation from the procurement officer describing efforts to confirm the information in the affidavits submitted by the successful bidder or offeror, including, at a minimum, verification that the business has not been suspended or debarred by the State or federal government; and</text>
    </paragraph>
    <paragraph num="F.">
      <text>The final contract.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".08" heading="Procurement Bundling.">
    <paragraph num="A.">
      <text>In this chapter, “bundle” means the consolidation of two or more procurement requirements for supplies or services previously provided or performed under separate contracts into a single solicitation seeking offers for a single contract that is unlikely to be accessible for award to a small business or minority business enterprise.</text>
    </paragraph>
    <paragraph num="B.">
      <text>For the purpose of precluding or limiting participation by a minority business enterprise or a small business, a unit may not:</text>
      <paragraph num="(1)">
        <text>Bundle a procurement;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Limit the number of competitive bidders or offerors; or</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Limit participation to a predetermined group of bidders or offerors.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Application. This regulation does not apply if a unit bundles a procurement to conduct a small business reserve procurement under COMAR 21.11.01.06.</text>
    </paragraph>
  </regulation>
  <annotations>
    <annotation type="Authority">: State Finance and Procurement Article, §§11-201, 11-205, 12-101, 13-102, 13-110, 13-202, and 14-401, Annotated Code of Maryland; Ch. 216, Acts of 2009; Chs. 633 and 624, Acts of 2018; Ch. 356, Acts of 2019</annotation>
    <annotation type="History" subtype="Administrative History">Effective date: July 1, 1981 (8:13 Md. R. II-5)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .01D amended effective May 6, 1985 (12:9 Md. R. 815)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .01F adopted effective July 29, 1985 (12:15 Md. R. 1526)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .02 amended effective July 29, 1985 (12:15 Md. R. 1526)</annotation>
    <annotation type="History" subtype="Administrative History">Chapter revised effective January 9, 1989 (15:27 Md. R. 3138)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .01 amended effective October 5, 1998 (25:20 Md. R. 1533); March 11, 2019 (46:5 Md. R. 310); September 18, 2023 (50:18 Md. R. 800)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .01F amended effective January 2, 2017 (43:26 Md. R. 1449)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .01H amended effective June 29, 2020 (47:13 Md. R. 643)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .02 repealed effective March 11, 2019 (46:5 Md. R. 310)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .02A amended effective February 24, 1997 (24:4 Md. R. 293)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04 adopted effective October 12, 1996 (23:20 Md. R. 1425)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04 amended effective January 24, 2000 (27:1 Md. R. 77); July 15, 2019 (46:14 Md. R. 623)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04-1 adopted effective July 15, 2019 (46:14 Md. R. 623)</annotation>
    <annotation type="History" subtype="Administrative History">Regulations .05—.07 adopted effective October 2, 2000 (27:19 Md. R. 1729)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .05 amended effective April 7, 2008 (35:7 Md. R. 751)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .05B amended effective March 11, 2019 (46:5 Md. R. 310)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07 amended effective June 29, 2020 (47:13 Md. R. 643)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .08 adopted effective January 14, 2010 (37:1 Md. R. 16)</annotation>
  </annotations>
</chapter>