Amendment_1.pdf

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Attached to
Insurance Supervisory Review, Consulting, and Education Services - UPDATED
Solicitation number
RFQ 33501-252004
Issued by
Davidson County, Tennessee

About this file

This is a Request for Qualifications (RFQ) Amendment #1 issued by the State of Tennessee Department of Commerce and Insurance for Insurance Supervisory Review, Consulting, and Education Services, solicitation number 33501-252004. The RFQ amendment updates the schedule of events and provides clarifications, with a contract term of sixty (60) months from November 1, 2025, to October 31, 2030. Key dates include the RFQ response deadline of August 18, 2025, at 2:00 p.m. Central Time, with the State's notice of intent to award targeted for August 29, 2025, and the contract signature deadline set for September 10, 2025.

The amendment addresses several bidder questions, confirming that a single contract will be awarded and that online training is permissible. The State seeks training materials samples for Certified Public Accountants (CPAs) and Certified Financial Examiners (CFEs), and clarifies that a prior training session can serve as an acceptable sample. The RFQ allows for proposed rates per year for each service, with the Cost Proposal (Attachment D) revised to accommodate yearly rate variations. The amendment also replaces the original RFQ document with RFQ 33501-252004 Release #2, with revisions highlighted in the new release.

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Text version

09-20-18 RFP-AMEND

RFQ # 33501-252004 – Amendment # 1 Page 1 of 3

STATE OF TENNESSEE

DEPARTMENT OF COMMERCE AND INSURANCE

REQUEST FOR QUALIFICATIONS # 33501-252004

AMENDMENT # 1

FOR INSURANCE SUPERVISORY REVIEW,

CONSULTING, AND EDUCATION SERVICES

DATE: AUGUST 8, 2025

RFQ # 33501-252004 IS AMENDED AS FOLLOWS:

1. This RFQ Schedule of Events updates and confirms scheduled RFQ dates. Any event, time, or date containing revised or new text is highlighted.

EVENT

TIME

(Central Time Zone)

DATE

(all dates are State business days)

1. RFQ Issued July 16, 2025

2. Disability Accommodation Request Deadline 2:00 p.m. July 23, 2025

3. Pre-Response Conference 2:00 p.m. July 28, 2025

4. Notice of Intent to Respond Deadline 2:00 p.m. July 29, 2025

5. Written “Questions & Comments” Deadline 2:00 p.m. August 1, 2025

6. State response to written “Questions & Comments” August 8, 2025

7. RFQ Response Deadline 2:00 p.m. August 18, 2025

8. State Completion of Technical Response Evaluations August 21, 2025

9. RFQ Cost Proposal Opened (ONLY for the apparent successful Respondents) 2:00 p.m. August 22, 2025

10.

RFQ Negotiations

August 25- 28, 2025

11. State Notice of Intent to Award Released and RFQ Files Opened for Public Inspection August 29, 2025

12. End of Protest Period September 5, 2025

13. State sends contract to Contractor for signature September 8, 2025

14. Contractor Signature Deadline 2:00 p.m. September 10, 2025

2. State responses to questions and comments in the table below amend and clarify this RFQ.

Any restatement of RFQ text in the Question/Comment column shall NOT be construed as a change in the actual wording of the RFQ document.

RFQ # 33501-252004 – Amendment # 1 Page 2 of 3

RFP

SECTION

PAGE

# QUESTION / COMMENT STATE RESPONSE

1. Will the State consider exceptions to its RFP, including Attachment G, pro forma contract?

Please refer to RFQ section 5.6.5.

2. The contract term was clarif ied on the pre-response conference call that the term is f ive years. Will Attachment D, Cost Proposal be amended to adjust hourly rates in yearly increments or is the expectation that the hourly rate will be the same for the entire term?

The term of the RFQ’s resulting contract will be sixty (60) months, beginning on November 1, 2025, and concluding on October 31, 2030.

Pursuant to this Amendment’s Item 3 below, RFQ Attachment G (Pro Forma Contract), Section B, has been revised to clarify the resulting contract’s term.

Pursuant to this Amendment’s Item 3 below, RFQ Attachment D (Cost Proposal) has been replaced to allow for a proposed rate per year for each service.

Further, pursuant to this Amendment’s Item 3 below, RFQ Attachment G (Pro Forma Contract), Section C.3. has been revised to include yearly rates for service.

3. Please conf irm a single contract is being awarded.

Yes, a single contract is being awarded.

4. Are the services for education and training able to be delivered via online learning/webinars or is the expectation onsite?

Yes, online training is permissible.

Attachment C, C.8 states “Provide a sample of the training or educational materials for Certif ied Public Accountants (“CPAs”) and Certif ied Financial Examiners (“CFEs/CFE-As”). The sample shall not exceed f if ty (50) pages.”

Any training we deliver is based on the FAH and Accreditation Manual or via coaching notes on the project. Please provide clarif ication on

The State seeks to see a sample of the training materials (e.g., handouts, slide decks, etc.) that may be provided to TDCI analysts.

A prior training session that a Respondent has delivered is an acceptable sample. The State is not seeking samples of the educational training materials the Respondent’s staf f receives to maintain designations.

It is acceptable for the same training materials to be used for CPAs and CFEs.

RFQ # 33501-252004 – Amendment # 1 Page 3 of 3

RFP

SECTION

PAGE

# QUESTION / COMMENT STATE RESPONSE

the Division’s expectations. For example, is a prior training session we have delivered acceptable? Or is the Division asking for the types of training we participate in to maintain designations?

Lastly, is the sample required for each CPA and/or CFE proposed in our response?

3. Delete RFQ 33501-252004 in its entirety, and replace it with RFQ 33501-252004 Release #2, attached to this amendment. Revisions of the original RFQ document are emphasized within the new release. Any sentence or paragraph containing revised language or new text is highlighted.

4. RFQ Amendment Effective Date. The revisions set forth herein shall be effective upon release. All other terms and conditions of this RFQ not expressly amended herein shall remain in full force and ef fect.

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