ADDENDA ACKNOWLEDGMENT FORM

RFP # 26/27-04

ADDENDUM # 1

DATE: 9/10/26

Department of Revenue

Building 2-1600

2450 Shumard Oak Boulevard

Tallahassee, Florida 32399-0100

RFP NO: 26/27-04

RFP TITLE: Random Moment Sampling

ADDENDUM # 1

PLEASE BE ADVISED THAT AS A RESULT OF VENDOR QUESTIONS RECEIVED DURING

ROUND 1, CHANGES HAVE BEEN MADE TO THE ORIGINAL RFP AND ARE APPLICABLE TO

THE ORIGINAL SPECIFICATIONS OF THE ABOVE-REFERENCED RFP:

Vendor Question #

Change Made Page(s) Replaced

1 Changed total cost points from 250 to 75 in Section 3.16 C, and provided clarification in Section 3.17, Total Proposal Scoring.

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2 Delete language regarding Contract Pollution Liability coverage with limits not less than $5,000,000 each occurrence and aggregate in Section 2.12, Insurance Requirements.

16 Provide clarification regarding submission requirements for Attachment I, Proposer Reference Form, Attachment J Customer Reference Form and the required number of references.

43, 45 and 55

29 Delete the last sentence of 2.4. subsection 5 on page 16 of the RFP. 16

THIS ADDENDUM NOW BECOMES A PART OF THE ORIGINAL RFP. ACKNOWLEDGE

RECEIPT OF THIS ADDENDUM IN THE SPACE PROVIDED BELOW AND SUBMIT THIS FORM

WITH YOUR RESPONSE. FAILURE TO DO SO MAY SUBJECT THE BIDDER TO

DISQUALIFICATION.

BIDDER: BY:

ADDRESS: PHONE:

CITY, STATE DATE:

AUTHORIZED SIGNATURE

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2. If the Contractor does not achieve successful cutover according to the project schedule, a financial consequence of $1,000 per day for each day cutover is delayed will be deducted from vendor’s compensation for the Implementation Phase of the project (Start-Up, Attachment L). The financial consequences specified in this paragraph do not apply if the failure to perform is due to circumstances beyond the Contractor’s control, as determined by the Department.

3. Demonstrated progress against plan in completing milestones and lower-level tasks during the Implementation Phase of the project is essential. Poor progress against plan and poor-quality work that is not rectified are grounds for FDOR to unilaterally terminate the contract.

4. If the Contractor does not deliver a fully functioning product and service within thirty (30) days after scheduled cutover, FDOR in its sole discretion may unilaterally terminate the contract.

2.4 TECHNICAL SUPPORT

The selected Proposer must provide ongoing technical support to participants, delegates and designated administrators throughout the year. The Proposer’s must:

1. Provide ongoing technical assistance for FDOR Administrator via phone support (i.e., System Stability Issues, Bug Issues) for system issues during business hours.

2. Resolve high priority issues within 24 hours and non-high-priority issues within 72 hours, not including non-business days.

a. High-priority issues are those issues that affect system integrity in a manner that prevents multiple users from performing tasks detailed in this Scope of Services.

b. Non-high-priority issues are those that do not affect system integrity but do prevent a single user from performing tasks.

3. Provide emergency support to keep system operational. This does not include routine functions such as loading data, training, or user support.

4. Notify the FDOR Contract Manager in writing no less than 48 hours prior to any scheduled system maintenance that will result in the system being unavailable for users.

System down time for scheduled maintenance will be scheduled on the weekends or non-business hours to avoid service interruption. Regularly scheduled maintenance will not count as down time.

5. Notify the FDOR Contract Manager in writing within 30 minutes of system outages excluding State observed holidays, weekends and outside of regular business hours (7:00 a.m. to 7:00 p.m., Eastern Time) and making the system unavailable for longer than 15 minutes. The service must be available 99% or more during regular business hours.

2.5 SYSTEM PERFORMANCE MONITORING

The contractor must verify and report system performance using a monitoring system to confirm availability, uptime and responsiveness. Contractor will provide a list of proposed methods to be used.

2.6 CONFIDENTIALITY AND DATA SAFEGUARDING

The selected Proposer, its employees, agents, and subcontractors, shall treat and maintain email addresses, Participant IDs, surveys and survey results as confidential information. The information provided may be used only for purposes of administering the contract, if awarded, and may not be used or disclosed for any other reason without the Department’s expressed, written consent. The awarded Contractor shall notify the Department’s contract manager within one hour of a suspected or confirmed breach of confidential information.

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FDOR reserves the right at its sole discretion to approve, reject or request substitution of subcontractor(s) initially proposed in a Vendor’s Proposal. Additionally, the Contractor must receive written approval from the [ ADD IN APPROPRIATE POC ] prior to substituting any subcontractors. Such approval is at the sole discretion of FDOR.

By signing the Contract, the awarded Contractor accepts full responsibility for all aspects of the Contract. The Contractor shall be responsible for Contract performance and coordinating work to be performed, including support to be provided by any subcontractors. The Contractor will be the sole point of contact with FDOR relative to Contract performance.

If the proposed solution requires the Contractor or their subcontractors to use or acquire commercially available products to perform the services outlined in this RFP, it will be the Contractor/subcontractors sole responsibility to acquire and provide a license(s) for FDOR’s use of such products. FDOR will not sign any Contractors agreement with subcontractors for equipment, services, licensing agreements or other products.

For any Response that proposes equipment or services provided by subcontractors, the Vendor submitting the Response shall act as the Contractor.

2.12 INSURANCE REQUIREMENTS

Throughout the life of the Contract (including renewals and extensions, as applicable), the Contractor shall maintain the following insurance, with the Florida Department of Revenue named as an additional insured, which will provide funds, fees, and legal costs for any damage as result of the Contractor’s services. By requiring such coverage, FDOR shall not be deemed to have waived any immunity from liability that it may otherwise have.

FDOR shall not be responsible for any deductible or self-insured retention. Throughout the life of the Contract (including renewals and extensions, as applicable), the Contractor will provide updated copies of the certificate(s) of coverage to FDOR.

A. General The Contractor selected under this RFP shall maintain during the life of the Contract, with the State of Florida and the FDOR named as additional insureds, commercial general liability coverage with limits of not less than $1,000,000 per occurrence and $5,000,000 general aggregate for bodily injury and property damage, and comprehensive automobile liability coverage with limits of not less than $1,000,000 combined single limit. and Contractor Pollution Liability coverage with limits not less than $5,000,000 each occurrence and aggregate. FDOR shall not be responsible for any deductible or self-insured retention. Throughout the life of the Contract, the Contractor will provide updated copies of the certificate(s) of coverage to FDOR.

The selected Contractor shall be required to submit insurance certificates evidencing such insurance coverage prior to the execution of a contract with the FDOR. The certificate of insurance shall contain a provision that the insurance will not be cancelled or modified for any reason except after thirty (30) days written notice to FDOR’s Procurement Officer, with the exception of ten (10) day notice for non-payment of premium by the insured. The certificate of insurance shall also identify the FDOR as additional insured.

B. Property Insurance Insurance on all equipment provided or used in providing the system or service must be maintained in terms of the actual replacement cost thereof. This policy must include an All Risk Property Floater to insure personal property including contents, equipment, and mobile items against fire, collision, flood, and so forth.

C. Workers’ Compensation Insurance Employees of the Contractor must be insured according to State of Florida or other applicable regulations and must be covered to the full extent under workers’ compensation.

END OF SECTION

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Tab 8 Standard Agreements and Notifications

5 1

Tab 9 Internal Controls 5 1 Tab 10 Customer References 20 4

Total Technical Proposal: _______

THE MAXIMUM TECHNICAL PROPOSAL POINTS POSSIBLE including weight factor – 175 Proposals will be evaluated based on the Respondent’s responsiveness to the information requested in TABs 1 through 10, as well as any additional information the Respondent wishes to provide that relates to the specific areas addressed in each TAB. FDOR does not have to consider any information about a particular area if it is not included in the specified TAB.

A. DIVERGENT SCORE REVIEW

At the conclusion of the Technical Volume II evaluation phase of the solicitation process, a divergent score review may take place, at the discretion of FDOR. A divergent score review provides all evaluators with the opportunity to re-review and reconsider evaluation criteria scoring that resulted in a criterion score that is inconsistent with other scores for that criterion(s). Evaluators are only provided the opportunity to re-review scores; they are not required to revise their score.

If after a divergent score review the score remains as originally scored, the evaluation process may continue forward without delay. However, if after the divergent score review, the scores become even further divergent, the FDOR may, at its sole discretion, determine that a second divergent score review is necessary, or continue forward with the Cost Proposal evaluation.

3.16 COST DATA VOLUME OPENING REVIEW AND SCORING

A. Cost Data Volume Opening

The Volume III Cost Proposal opening will be conducted during a Public Meeting on the date and time indicated in the Procurement Schedule (Section 1.3). FDOR will publish any changes to the date and time via a Public Meeting Notice on the VIP. Respondents are advised to monitor the VIP for a Public Meeting Notice for any changes to the exact date and time.

At this public meeting FDOR will open Cost Data Volume III and read aloud the Respondents’ names.

The Cost Data Volume III tabulation sheet will be made available to interested parties at the Cost Data opening or upon written request by email to the Procurement Officer and copy back-up Procurement Officer listed in Section 3.2.

The contents of Proposal submissions, including Cost Data Volume III are not public records subject to the provisions of s.119.07(1), F.S., until the Agency posts an Agency Decision, or until thirty (30) days after opening the final competitive sealed Proposals, whichever is earlier, and therefore will not be available for immediate review by the public.

B. COST DATA VOLUME III REVIEW

FDOR will review the arithmetic for each Respondent’s Cost Data Volume III to ensure all costs were calculated correctly. FDOR may reject any Proposal that is incomplete or contains significant inconsistencies or computational errors.

C. COST DATA VOLUME III SCORING

FDOR will score the Respondent’s Cost Data Volume III using the formula below.

D.

Cost Proposal Points - MAXIMUM COST PROPOSAL POINTS POSSIBLE IS 75 POINTS

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• The Respondent’s cost points are determined by the total amount as calculated on the submitted Attachment L Cost Sheet.

• Cost Proposal points will be determined using the below formula:

• (Lowest price factor/price factor being compared) x 75 = Cost Proposal points

3.17 TOTAL PROPOSAL SCORING

Each Respondent’s Cost Data points will be added to their Technical Volume II points to calculate each Respondent’s Total Response score using the formula below. The maximum total Proposal Points is 250.

• Total Proposal Score (Technical + Cost)

• Technical Proposal Evaluation Points + Cost Proposal Points = Total Proposal Score

3.18 VENDOR RESPONSIBILITY REVIEW

In accordance with section 287.057, F. S. , a contract pursuant to this RFP can only be awarded to a “responsible vendor.” A responsible vendor is a vendor who demonstrates financial stability, and who has the capability in all respects to fully perform the contract requirements and the integrity and reliability that will assure good faith performance under a Contract. FDOR may determine Vendor responsibility either before or after a Proposal is evaluated, provided that a final determination will be made before FDOR enters into a contract with awarded Vendor.

FDOR will determine Vendor responsibility based on: (i) information provided in Vendor’s Proposal; (ii) information obtained from independent research including information obtains from third parties or the internet;

and (iii) any clarifications or supplemental material provided by Vendor at FDOR’s request. To this end, FDOR may request Vendor to provide recent financial information, disclose potential conflicts of interests, and disclose any history of legal actions (including license suspensions, criminal records, administrative complaints, etc.).

FDOR may also require responsibility review of additional entities as determined appropriate by FDOR, such as a separate entity proposed by Vendor for implementation services. Vendor shall provide prompt written notice to FDOR if, at any time prior to contract execution, a Vendor learns that the material information provided by Vendor in connection with this determination was inaccurate when submitted or has become inaccurate by reason of changed circumstances.

3.19 CONTRACT TERMS AND CONDITIONS:

FDOR anticipates negotiating contract terms and conditions consistent with (i) Appendix 6 - Sample Contract;

(ii) any proposed contract Vendor submits during the course of the RFP; and (iii) terms and conditions agreed upon during negotiations.

Vendors are not required to submit proposed edits to Appendix 6 until the negotiation phase of this RFP.

However, any questions concerning this process or particular contract provisions may be raised in either the Pre-Bid Conference (if offered), the open question period, or during the negotiation phase.

Vendors receiving an award under this RFP will be required to sign a final contract that includes terms and conditions negotiated in accordance with this Section. Vendor shall have no vested right to do business with or receive payment from FDOR until a contract is signed by all parties. Unless the contract specifically provides otherwise, the execution of a contract does not guarantee Vendor will receive any particular volume of business from FDOR.

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1. Tab 7: Reports

1. Describe in detail your existing standardized reports that would be available to the Program.

If standardized reports are not available, please explain.

2. Describe in detail the capability for creating customized reports and the functionality for exporting site level and statewide data from your system into MS Excel or other commonly used formats and applications.

Maximum Points Available: 20

2. Tab 8: Standard Agreements and Notifications

The Proposer must submit the following documentation, as applicable:

1. Subscription services and licensing agreements

2. Service Level Agreement

3. Terms of use

4. Privacy notifications

Specify in your proposal if any of the required documentation does not exist. If the documentation is or is not applicable to your proposal, provide a brief explanation.

Maximum Points Available: 5

3. Tab 9: Internal Controls

Describe your internal controls for monitoring and ensuring continuity of contracted services.

Maximum Points Available: 5

4. Tab 10: Customer References

Proposer must submit information for three (3) customers to whom Proposer provided contractual services of similar scope and size as those identified in this RFP. Information for these references must be provided in Attachment I: Proposer Reference Form and inserted in Tab 10 of Volume I Administrative.

Each Proposer must coordinate the completion and separate submission of Attachment J, Customer Reference Form, for a minimum of three (3) and a maximum of five (5) customers to whom Proposer has provided commodities and/or contractual services of similar scope and size as those identified in the RFP. The Customer Reference Form must should be completed by an individual representing the Proposer’s reference and must be separately returned to the Department before the time appointed for the Replies Due in the Procurement Schedule.

Customer Reference Forms submitted with Proposer’s proposal will not be considered in the Evaluation.

The customer for each required Customer Reference Form should proceed as follows:

1. Complete the Customer Reference Form provided or a duplicate of the form.

2. Sign and date the form.

3. Email the Customer Reference Form to the Procurement Officer and copy the back-up

Procurement Officer from a verifiable company email address. Submissions from personal email addresses will not be considered in the Evaluation.

The Department will not accept late Customer Reference Forms or references submitted by any means other than as described above. Each Customer Reference Form submitted must be

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SECTION 5: ATTACHMENTS AND SUBMITTALS

5.1 SUBMITTAL CHECKLIST

This “Checklist” is provided merely for the convenience of the Respondent and may not be relied upon in lieu of the instructions or requirements of this Solicitation. Failure to comply with any instructions of the RFP may be grounds for deeming a Response as non-responsive and not eligible for award.

TO BE INCLUDED IN VOLUME I: ADMINISTRATIVE (electronic and hard copy)

Attachment or

Section(s) reference

Description Tab

4.6. A. 1 Transmittal Letter 1

4.6. A. 2

RFP Contractual Services – Acknowledgement Form and any Addenda Acknowledgement Forms for each Addendum issued

A Certification of Drug Free Workplace (optional) 3

B Vendor Certification Form (PUR 7801) 3

C Notice of Conflict of Interest 3

D Statement of No Involvement 3

E Organizational Conflicts of Interest Certification 3

F Vendor Responsibility Disclosure 3

H Security Acknowledgement 3

I Proposer Reference Form 3

K Subcontractor Form 3

3.13.13 Registration with Florida Department of Management Services

(FDMS) – MyFloridaMarketPlace

3.3.14 Licensing by Department of State 4

TO BE INCLUDED IN VOLUME II: TECHNICAL (electronic and hard copy)

Tab Description

1 Executive Overview and Corporate Capability

2 Work Requirements

3 System Functionality

4 Video Presentation

5 Customer and Technical Support

6 Start-up

7 Reports

8 Standard Agreements and Notifications

9 Internal Controls

10 Customer References

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ATTACHMENT I: PORPOSER REFERENCE FORM

Proposer’s Name:

Reference Company/Agency Name:

Address:

City: State: Zip Code:

Phone Number: Fax Number:

Project Manager:

E-mail:

Alternate Contact:

Phone Number: Fax Number:

E-mail:

Alternate’s Role on Project:

Identify the mandatory or preferred qualification(s) applicable to this reference.

Proposer’s role on project and years of participation (mm/dd/yyyy to mm/dd/yyyy):

Identify the project location, contract value, and contract start and end dates.

The Proposer represents that the information provided in this Customer Reference Form is true and correct.

Name of Person Completing Form Title

Signature Date

PLEASE MAKE COPIES OF THIS PAGE AS NEEDED TO SUBMIT INFORMATION FOR ALL

REQUIRED REFERENCES

END OF DOCUMENT