2025-011 RFP Business Personal Property Auditing-Addendum 1-Posted (PDF).pdf

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Attached to
Business Personal Property Auditing
Solicitation number
358-2025-011
Issued by
Rutherford County, North Carolina

About this file

This document is an Addendum to a Request for Proposals (RFP) issued by the Rowan County Purchasing Department in North Carolina for Business Personal Property Auditing services. The original bid date is Friday, November 22, 2024 at 2:00 PM ET. This Addendum removes a requirement for a Blanket Employee Dishonesty Bond and provides clarification on questions related to the estimated number of audits per fiscal year, the contract term, appropriated funds, the acknowledgement of addenda, and the submission of alternate pricing structures. It also provides details on the total number of businesses and Business Personal Property (BPP) accounts in Rowan County, as well as the anticipated number of audits per fiscal year by account size.

The Addendum indicates the County declines to provide the anticipated budget amount for this RFP project. It also states the County typically selects contractors to audit BPP accounts of a certain assessed value or higher, but does not specify a minimum value. The previous Business Personal Property Auditing contracts did not include bonds, and the County is not requiring bonds for this service.

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Text version

Date: 11/15/2024 Owner: Rowan County Purchasing Department

130 West Innes Street • Salisbury, NC 28144 Phone: 704-216-8178 Email: jody.farrow-bennett@rowancountync.gov

Project: Addendum 1 RFP #2025-011 Business Personal Property Auditing Bid Date: Friday, November 22, 2024 @ 2:00PM ET.

This Addendum is hereby made a part of the contract documents and specifications of the above referenced project. All other requirements of the original specification shall remain in effect in their respective order. Acknowledge receipt of this Addendum by signing and dating in the space provided at the end of this Addendum and including this with your bid package.

NOTES:

1. THIS ADDENDUM DOES NOT CHANGE THE BID DATE

Clarification:

o Remove Item 2.5.4 on page 6 of the original bid document. A Blanket Employee Dishonesty Bond is not a requirement for this type of service.

Questions/Comments:

1) What is the number of audits estimated to be assigned to the vendor each fiscal year? 15 to 30

2) It states in 5.4 Proposal Contents/Format that the contract will be for a “one-year term beginning July 1, 2024, and ending June 30, 2025”. Therefore, how many audits does the county intend to assign from January 2, 2025 – June 30, 2025? What date would the county require these audits to be completed? Yet to be determined

3) What is Rowan County’s appropriated funds for each fiscal year? N/A

4) Will the appropriated funds potentially be setup as a Purchase Order each fiscal year, as the contract is renewed? No

5) On the Proposal Response Form, clarify the information requested next to: “The following addenda are acknowledged”? Questions or changes to a bid are posted as addendums to provide all information to the public. When the bidder marks and dates the receipt of the posted addendum; the bidder is acknowledging receipt of these addenda and any changes and clarifications written within.

mailto:jody.farrow-bennett@rowancountync.gov

6) Regarding the Proposal Response Form, if we submit 2 different pricing structures, will we need to submit 2 different Proposal Response Forms? The County has specified the structure of our current procedure and prefer to continue with this structure. If the bidder is still inclined to submit different pricing structures, then Yes, two forms would need to be submitted within the bid package.

7) How many total businesses are in Rowan County? 8,521

8) What is the total number of BPP accounts the County has in each value size category?

Size Assessed Value Range Total Counts Anticipated Audits

Each Fiscal Year

0 $0 - $49,999 6,905

1 $50,000 - $399,999 1,223

2 $400,000 - $999,999 209

3 $1,000,000 - $4,999,999 134

4 $5,000,000 - $14,999,999 28

5 $15,000,000 -$29,999,999 10

6 $30,000,000 – $49,999,999 2

7 $50,000,000 and up 5

Non-reporting or Forced Assessed

Accounts

9) How many BPP Audits does the County anticipate conducting each fiscal year? Vendor 15 to 30

10) What is the anticipated budget amount the County anticipates conducting in each fiscal year for this RFP project? The County declines to respond to this question.

11) Does the County intend to utilize the selected contractor to audit only accounts over a specific assessed value, and if so, what is the value amount? Typically size 1 or higher

12) Did the previous Business Personal Property Auditing contracts include bonds for this item? No

Bonds are required for this Service.

13) Is the County willing to take on the pass-through cost of a bond as part of this contract? N/A

Date: 11/15/2024
Owner: Rowan County Purchasing Department
Business Personal Property Auditing
Bid Date: Friday, November 22, 2024 @ 2:00PM ET.

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