AMDENDMENT 2.docx

SAP

State of South Carolina

Request for Qualifications Amendment 2

Solicitation:

Date Issued:

Procurement Officer:

Phone:

E-Mail Address:

5400024609 1/18/2023

KELLY COBIAN

803.896.8694 kelly.cobian@schousing.com

DESCRIPTION: QUALIFIED PROVIDERS LIST FOR LIHTC MARKET STUDIES

USING GOVERNMENTAL UNIT: SC STATE HOUSING FINANCE & DEVELOPMENT AUTHORITY

SUBMIT YOUR OFFER ON-LINE AT THE FOLLOWING URL: http://www.procurement.sc.gov

SUBMIT OFFER BY (Opening Date/Time): January 23, 2023 10:00 AM ET January 27, 2023 10:00 AM ET. (See "Deadline For Submission Of Offer" provision)

QUESTIONS MUST BE RECEIVED BY: January 5, 2023 12:00 PM ET (The question and answer period has ended)

NUMBER OF COPIES TO BE SUBMITTED: 1 submission of all required documents listed throughout this solicitation

CONFERENCE TYPE: Not Applicable

DATE & TIME:

(As appropriate, see "Conferences - Pre-Bid/Proposal" & "Site Visit" provisions) LOCATION: Not Applicable

You must submit a signed copy of this form with Your Offer. By signing, You agree to be bound by the terms of the Solicitation. You agree to hold Your Offer open for a minimum of thirty (30) calendar days after the Opening Date. (See "Signing Your Offer" provision.)

NAME OF OFFEROR

(full legal name of business submitting the offer) Any award issued will be issued to, and the contract will be formed with, the entity identified as the Offeror. The entity named as the offeror must be a single and distinct legal entity. Do not use the name of a branch office or a division of a larger entity if the branch or division is not a separate legal entity, i.e., a separate corporation, partnership, sole proprietorship, etc.

AUTHORIZED SIGNATURE

(Person must be authorized to submit binding offer to contract on behalf of Offeror.)

DATE SIGNED

TITLE

(business title of person signing above)

STATE VENDOR NO.

(Register to Obtain S.C. Vendor No. at www.procurement.sc.gov)

PRINTED NAME

(printed name of person signing above)

STATE OF INCORPORATION

(If you are a corporation, identify the state of incorporation.)

OFFEROR'S TYPE OF ENTITY: (Check one) (See "Signing Your Offer" provision.)

___ Sole Proprietorship ___ Partnership ___ Other_____________________________

___ Corporate entity (not tax-exempt) ___ Corporation (tax-exempt) ___ Government entity (federal, state, or local)

COVER PAGE - ON-LINE ONLY (MAR. 2015)

SAP

SAP

PAGE TWO

(Return Page Two with Your Offer) HOME OFFICE ADDRESS (Address for offeror's home office / principal place of business)

NOTICE ADDRESS (Address to which all procurement and contract related notices should be sent.) (See "Notice" clause)

_________________________________________________ Area Code - Number - Extension Facsimile

_________________________________________________ E-mail Address

PAYMENT ADDRESS (Address to which payments will be sent.) (See "Payment" clause)

____Payment Address same as Home Office Address ____Payment Address same as Notice Address (check only one) ORDER ADDRESS (Address to which purchase orders will be sent) (See "Purchase Orders and "Contract Documents" clauses)

____Order Address same as Home Office Address ____Order Address same as Notice Address (check only one)

ACKNOWLEDGMENT OF AMENDMENTS

Offerors acknowledges receipt of amendments by indicating amendment number and its date of issue. (See "Amendments to Solicitation" Provision)

DISCOUNT FOR PROMPT PAYMENT

(See "Discount for Prompt Payment" clause)

PREFERENCES - A NOTICE TO VENDORS (SEP. 2009): On June 16, 2009, the South Carolina General Assembly rewrote the law governing preferences available to in-state vendors, vendors using in-state subcontractors, and vendors selling in-state or US end products. This law appears in Section 11-35-1524 of the South Carolina Code of Laws. A summary of the new preferences is available at www.procurement.sc.gov/preferences . ALL THE PREFERENCES MUST BE CLAIMED AND ARE APPLIED BY LINE ITEM, REGARDLESS OF WHETHER AWARD IS MADE BY ITEM OR LOT. VENDORS ARE CAUTIONED TO CAREFULLY REVIEW THE STATUTE BEFORE CLAIMING ANY PREFERENCES. THE REQUIREMENTS TO QUALIFY HAVE CHANGED. IF YOU REQUEST A PREFERENCE, YOU ARE CERTIFYING THAT YOUR OFFER QUALIFIES FOR THE PREFERENCE YOU'VE CLAIMED. IMPROPERLY REQUESTING A PREFERENCE CAN HAVE SERIOUS CONSEQUENCES. [11-35-1524(E)(4)&(6)]

PREFERENCES – A NOTICE TO VENDORS (MODIFIED): PREFERENCES ARE NOT APPLICABLE TO THIS SOLICITATION.

PAGE TWO (SEP 2009)

End of PAGE TWO

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Amendment Two Solicitation No. 540024609

AMENDMENTS TO SOLICITATION (JAN 2004)

(a) The Solicitation may be amended at any time prior to opening. All actual and prospective Offerors should monitor the following web site for the issuance of Amendments: www.procurement.sc.gov (b) Offerors shall acknowledge receipt of any amendment to this solicitation (1) by signing and returning the amendment, (2) by identifying the amendment number and date in the space provided for this purpose on Page Two, (3) by letter, or (4) by submitting a bid that indicates in some way that the bidder received the amendment. (c) If this solicitation is amended, then all terms and conditions which are not modified remain unchanged. [02-2A005-1J]

QUESTIONS FROM OFFERORS - AMENDMENT (JUN 2017)

This solicitation is amended as provided herein, information or changes resulting from questions will be shown in a question-and-answer format. All questions received have been reprinted below. The "State's Response" should be read without reference to the questions. The questions are included solely to provide a cross-reference to the potential offeror that submitted the question. Questions do not form a part of the contract; the "State's Response" does. Any restatement of part or all, of existing provision of the solicitation in an answer does not modify the original provision except as follows: underlined text is added to the original provision. Stricken text is deleted. [02-2A097-l]

The opening date of this solicitation has been extended until January 27, 2023, subsequent annual opening dates remain unchanged.

The following prospective offeror questions and agency responses are hereby incorporated into the solicitation.

Question/s:

1. I was hoping for clarification under the Qualifications – Mandatory Minimum (§ V. Qualifications)

(a) In order to be qualified to be on the Qualified Provider Market Study List, you must meet the following mandatory qualifications:

a. Applicant must have no less than five (5) years of experience as the primary author of market studies for LIHTC rental housing developments

b. Demonstrated experience in the area of LIHTC market research in the state of South Carolina

c. Primary business operation of the company must be dedicated to market study preparation and no other business-related interests such as appraisal, survey, financial, etc.

d. Demonstrated experience in working with, or contracted by, other State Housing Finance Authorities

Our firm completes market studies as well as appraisals, similar to Novogradac [redacted] (who is currently on your approved list). Does statement C. below for firms that supply both if their primary focus in Market Study preparation?

State’s Response, Change:

Per Section V. QUALIFICATIONS, subsection QUALIFICATIONS—MANDATORY MINIMUM (MODIFIED), the following changes are incorporated.

(a) In order to be qualified to be on the Qualified Provider Market Study List, you must meet the following mandatory qualifications:

a. Applicant must have no less than five (5) years of experience as the primary author of market studies for LIHTC rental housing developments

b. Demonstrated experience in the area of LIHTC market research in the state of South Carolina

c. Primary business operation of the company must be dedicated to market study preparation and no other business-related interests such as appraisal, survey, financial, etc.

d. Demonstrated experience in working with, or contracted by, other State Housing Finance Authorities

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