Amendment 1.pdf

SAP

State of South Carolina

Request for Proposal

Amendment 1

Solicitation:

Date Issued:

Procurement Officer:

Phone:

E-Mail Address:

Mailing Address:

5400026366 02/02/2024

STACY GREGG, NIGP-CPP, CPPO, CPPB

803-536-8743 Sgregg7@scsu.edu

300 College Avenue; Room 169

Orangeburg, SC 29115

DESCRIPTION: Payment Service Solution Provider

USING GOVERNMENTAL UNIT: South Carolina State University

SUBMIT YOUR OFFER ON-LINE AT THE FOLLOWING URL: http://www.procurement.sc.gov – One (1) Continuous Document each is requested for the Technical and Price Proposal files. DO NOT upload multiple pieces for each file. If possible, the Redacted version should include both the Technical and Price Proposal in one file.

SUBMIT OFFER BY (Opening Date/Time): 02/27/2024 11:00AM (See "Deadline For Submission Of Offer" provision)

QUESTIONS MUST BE RECEIVED BY: 01/31/2024 11:00 AM (See "Questions From Offerors" provision)

NUMBER OF COPIES TO BE SUBMITTED: 1 Online Preferred: 2 Documents (Technical proposal and Price Proposal)

Hard Copy submittals must include 1 paper copy and 1 digital on USB drive

CONFERENCE TYPE: Not Applicable

DATE & TIME:

(As appropriate, see "Conferences - Pre-Bid/Proposal" & "Site Visit" provisions)

LOCATION: Not Applicable

AWARD &

AMENDMENTS

Award will be posted on 03/27/2024. The award, this solicitation, any amendments, and any related notices will be posted at the following web address: http://www.procurement.sc.gov

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 ninety (90) 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)

mailto:Sgregg7@scsu.edu

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)

Amendment No. Amendment Issue

Date Amendment No. Amendment Issue

Date Amendment No. Amendment Issue

Date Amendment No. Amendment Issue

Date

1 02/24/2024

DISCOUNT FOR

PROMPT PAYMENT

(See "Discount for Prompt

Payment" clause)

10 Calendar Days (%) 20 Calendar Days (%) 30 Calendar Days (%) _____Calendar Days (%)

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 - ADDRESS AND PHONE OF IN-STATE OFFICE: Please provide the address and phone number for your in-state office in the space provided below. An in-state office is necessary to claim either the Resident Vendor Preference (11-35-

1524(C)(1)(i)&(ii)) or the Resident Contractor Preference (11-35-1524(C)(1)(iii)). Accordingly, you must provide this information to qualify for the preference. An in-state office is not required, but can be beneficial, if you are claiming the Resident Subcontractor

Preference (11-35-1524(D)).

____In-State Office Address same as Home Office Address ____In-State Office Address same as Notice Address (check only one)

PAGE TWO (SEP 2009) End of PAGE TWO

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. [02-2A005-1]

ADDITION TO SCOPE OF WORK

Page 15, Section III(A) is amended to add the underlined text below:

The resulting contract shall be for implementation with SCSU operations; however, the University may request that the Contractor offer the same services to campus partners (vending, dining, bookstore, alumni associations, foundations, etc.) for the sake of consistency. While same terms and conditions will apply, any related agreement with a campus partner will be strictly between the

Contractor and that Partner and will have no other relation or liabilities with SCSU. Operating systems, programs, software, etc. may be different for third party partners.

Page 18, Section III.(E)6.b. is amended to add the underlined text below:

SCSU’s 3rd party partners (bookstore, dining, alumni associations, foundations, etc.) shall be offered agreements under the terms and conditions of the contract, however, all agreements with third party partners are strictly between the Contractor and the Partner with no involvement by

SCSU unless prior written approval by SCSU Procurement is provided.

QUESTIONS FROM OFFERORS (FEB 2015)

(a) Any prospective offeror desiring an explanation or interpretation of the solicitation, drawings, specifications, etc., must request it in writing. Questions regarding the original solicitation or any amendment must be received by the Procurement Officer no later than five (5) days prior to opening unless an earlier date is stated on the Cover Page. Label any communication regarding your questions with the name of the procurement officer, and the solicitation’s title and number. Oral explanations or instructions will not be binding. [See R. 19-445.2042(B)] Any information given a prospective offeror concerning a solicitation will be furnished promptly to all other prospective offerors as an Amendment to the solicitation, if that information is necessary for submitting offers or if the lack of it would be prejudicial to other prospective offerors. See clause entitled “Duty to Inquire.” We will not identify you in our answer to your question. (b) The State seeks to permit maximum practicable competition. Offerors are urged to advise the

Procurement Officer -- as soon as possible -- regarding any aspect of this procurement, including any aspect of the Solicitation that unnecessarily or inappropriately limits full and open competition. [See R. 19-

445.2140] [02-2A095-2]

QUESTIONS FROM OFFERORS - AMENDMENT (JUN 2017)

The 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 an 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. All questions received from offerors and the respective answers are provided on the following pages. [02-2A097-1]

Answers to Offer Questions

1 Does South Carolina State University utilize Banner or Colleague?

The answer to this question is provided on Page 15 of the original solicitation:

Relevant to received payments, South Carolina State University utilizes the following technologies:

1. Ellucian Banner as its Enterprise Resource Planning system (ERP),

2. Evisions,

3. Slate (Technolutions) – Customer Relations Manager

4. Parkhub

5. Papercut

6. C-Bord - OneCard

7. Modern Campus (formerly OmniUpdate) – Content Manager

8. Salesforce – Customer Relations Manager

9. Microsoft Edge

This list is amended to add StarRez as the software being utilized in the Residential Life office.

2 Can clarification of the required Technical proposal format be provided? Is Experience and

Qualifications to be Section 2 or Section 3? Is Technical Approach to be Section 2 or Section 3?

Offers should be arranged as specified on Pages 21 and 22 of the solicitation:

1. Section 1 – Header Pages

2. Section 2 – Experience & Qualifications

3. Section 3 – Technical Approach

4. Section 4 – Items Not Included in Evaluation

Evaluation Criteria numbers (1, 2, 3) are referenced only to provide context to Evaluation Factors.

As such, the Sections as they are related to the evaluation criteria are as follows:

1. Section 1 – Header Pages (Not evaluated)

2. Section 2 – Experience & Qualifications (Evaluation Criteria 3)

3. Section 3 – Technical Approach (Evaluation Criteria 1)

4. Section 4 – Items Not Included in Evaluation (Not Evaluated)

Further discussion about Evaluation Criteria is provided on Page 27 of the solicitation in clause 06-

6065-1.

3 On page 20, the TRAINING (Jan 2006) sub-section states that upon request, contractor shall demonstrate equipment within 000days. What should the actual number of days be?

10 Calendar

4 Some of the information requested in your RFP, notably the “copy of your most Recent PCI certification” requested on page 21 (Section 2, item #3) requires a Non-Disclosure Agreement.

May we send you a sample NDA for your consideration?

We cannot consider a supplier provided Non-Disclosure Agreement as a part of this process. Doing so will be contrary to SC Law. In response to this request, however, we have removed the PCI

Certification from consideration for panel evaluation. Instead, we will use it as a part of our evaluation of Responsibility. Offerors may place the PCI certification in the file with the price proposal and mark it confidential. Offerors are also strongly encouraged to provide a redacted copy of the price proposal with this information blacked out.

5 We are a bit uncertain as to how you wish our RFP responses to be arranged. Some of the items the RFP indicated we should include were not listed in section A. File 1 (PDF or Word) -

Technical Proposal beginning on page 21, including, but not limited to, the requirements of section III. Scope of Work, the Security Questionnaire, etc. Where would you like those items to be inserted, particularly with regard to the Scope of Work requirements?

All items not specifically mentioned for Sections 1, 2, 3, or 4 shall be placed in Section 4. The exception to this is the Price Proposal, which must be provided as a separate document. Also, the

PCI Certification document should be placed in the Price Proposal.

6 Will South Carolina State University accept our HECVAT in lieu of the Security Assessment

Questionnaire?

Yes. However, if SCSU requests the Security Questionnaire at a later time, then the Offeror must provide it within 24 hours.

7 How many students were enrolled in payment plans during the Fall 2023 and Spring 2024 semesters?

SCSU estimates 1000 students each for the Fall 2023 ad Spring 2024 Semesters enrolled in payment plans.

8 Does the company looking to fulfill this contract need to be a merchant company or a company with a financial background or not?

The answer to this question is provided on Page 3 of the solicitation document:

The purpose of this solicitation is to acquire a Payment Gateway Service provider complying with the enclosed description and/or specifications and conditions. Potential offerors must be approved by the State of South Carolina’s Treasurer’s Office and must process payments through the through the contracted bank, Suntrust, and their processor Firserv (formerly First

Data Management Services FDMS).

9 Does the merchant company have to deal directly with the school (SCSU) to set-up the services or can they go through the registered vendor/company to set-up the services?

While subcontractors are permitted, be cautioned that both the offeror and subcontractor will be evaluated for responsibility (capacity to perform).

End of answers to Offeror Questions

Attachment D On-Line Submittal Example

Please remember the following:

➢ The SCEIS Help Desk can be reached at (803) 896-0001 (select option 1 for SCEIS help).

➢ You MUST resubmit the offer EVERY TIME you enter your online bid to view or make changes.

➢ Proposals submitted online DO NOT require a hard copy or flash drive; however, Offeror must submit both the original and redacted versions of the proposal.

➢ Each version must have all sections of proposal in one (1) continuous file.

➢ Offerors choosing to submit online are strongly encouraged to plan for user errors and allow themselves sufficient time to acclimate to the software.