Amendment 1.rtf

SAP

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State of South Carolina

Request for Proposal Amendment 1

Solicitation:

Amendment Issued:

Procurement Officer:

Phone:

E-Mail Address:

Mailing Address:

5400026055 5400026472 (corrected number) 03/12/2024

KATHY SANTANDREU

803-896-5304 ksantandreu@mmo.sc.gov SFAA, Div. of Procurement Services 1201 Main Street, Suite 600 Columbia, SC 29201

DESCRIPTION: Building Valuation Services USING GOVERNMENTAL UNIT: S.C. Insurance Reserve Fund

SUBMIT YOUR OFFER ON-LINE AT THE FOLLOWING URL: http://www.procurement.sc.gov SUBMIT OFFER BY (Opening Date/Time): 04/09/2024 11:00 PM ET (See "Deadline For Submission Of Offer" provision) QUESTIONS MUST BE RECEIVED BY: 03/07/2024 3:00 PM ET (See "Questions From Offerors" provision) NUMBER OF COPIES TO BE SUBMITTED: Please see page 3

If no redacted copy is needed, please initial here: _____________

CONFERENCE TYPE: pre-pro

DATE & TIME: 3/6/2024 10:00 AM ET

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

AWARD & AMENDMENTS

Award will be posted on 05/22/2024. 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 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)

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) Amendment No.

Amendment Issue Date Amendment No.

Amendment Issue Date Amendment No.

Amendment Issue Date Amendment No.

Amendment Issue Date

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): Preferences do not apply

PREFERENCES - ADDRESS AND PHONE OF IN-STATE OFFICE: Preferences do not apply

____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

Page Page Amendment #1

AMENDMENTS TO SOLICITATION (JAN 2004) (modified): (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 by identifying the amendment number and date in the space provided for this purpose on Page Two and returning with solicitation response (c) If this solicitation is amended, then all terms and conditions which are not modified remain unchanged.

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. [02-2a097-1]

Combined Vendor Questions Can the State please provide your definition of the difference between physical inspection and appraisal? We see "inspection/appraisal" referenced in the RFP and normally it is one or the other. E.g., Appraiser providing an opinion of value by a licensed property appraisal. Or inspection normally conducted by licensed inspector for condition and verification of physical assets.

IRF seeks a licensed property appraiser to complete an on-site appraisal and provide an opinion of value along with the other criteria specified in the RFP.

Is the State open to possible split contract?

No.

With respect to the reporting structure/schema, can the State provide any historical work been done so we have a better sense of what you’re looking for?

IRF seeks a vendor to propose its appraisal process including its proposed solution to collecting, coordinating approach, and exchanging the data. The current data elements exchanged are listed in Attachments A and B. IRF intends to work collaboratively with the successful vendor. At a minimum, IRF will provide data from IRF’s system, including policy number, asset number, insured value, location, insured contact, and other relevant information to successful vendor post award. In addition, IRF will provide a statement of values and Segment by Range report, etc.

Is the State also interested in knowing vacancy or occupancy of properties?

Yes, see Attachment B previously posted.

Is there a recording of the pre-proposal MS Teams conference available that we can receive?

No, the pre-proposal was not recorded.

What information is available the details the format requirements of the data transfer between the IRF statistical database and our online database?

The data elements exchanged are listed in Attachments A and B (previously posted); and IRF seeks a vendor to propose solutions including the collection, format, and transmission of data. See RFP III Scope of Work, D. Information Technology Requirements.

What information is required from the appraiser concerning flood risk and proximity to water?

See Attachment B (previously posted), both are required.

Will the IRF share its information regarding content and business personal property for any buildings requiring this type of valuation?

IRF seeks a vendor to perform on-site appraisals and not validate prior appraisals. Vendor is required to physically appraise all properties and collect all data elements independently. Data from IRF’s system, including policy number, asset number, insured value, and other relevant information will be provided to successful vendor post award.

We assume there will be historical properties in the mix. Does the IRF require replacement cost or reproduction cost appraisals for historical buildings?

IRF does not offer a reproduction policy and seeks replacement cost, not reproduction cost.

Will the IRF share a list of historical properties with us prior to the proposal phase?

The Statement of Values will be released to the successful vendor.

Will the IRF share a list of contacts for each agency responsible for buildings in their purview?

Yes, the list of contacts names, addresses and locations will be released to the successful vendor.

Are the quarterly meetings in person or can they be done online via Zoom or Teams type applications?

Physical meetings are appreciated; however, virtual meetings will be accepted.

Does the list of 23,739 segments include the last date of appraisal and value?

Yes.

Does the IRF require each segment broken down by replacement cost, exclusions, and Actual Cash Value?

Yes.

Can a Contractor only bid on the Building Valuation Services portion of this RFP and not include software, if the deliverables provided will be able to upload into IRF’s current property management software via Excel?

No, IRF seeks both the building and PITO values as well as the software to view, report and export data.

Can you provide which RMS Wind and Earthquake data elements IRF is requesting to be included?

Please see Attachment B (previously posted).

Valuations need to be completed 120 days in advance of any insured’s policy renewal date per the RFP. What is the renewal date? Or when would the first set of deliverable reports be expected to be delivered by?

IRF seeks a vendor to propose solutions on appraisal scheduling. One consideration is for appraisals to be completed with some consideration to policy renewal dates. IRF policies renew all through the year, the property policies are not on a universal renewal date.

Can we receive a copy of the IRF Building Segment by Range Report?

Please contact Kathy Santandreu at ksantandreu@mmo.sc.gov for Attachment C, the Segment by Range Report which will have this information. Subject line of your email should read: Building Valuation Service Range Report – RFP 5400026472.

Should we assume all 23,739 buildings should be visited over a 5-year period?

Yes, each structure valued $50,000 and above should be appraised at least once over the 5-year period. See III. Scope of Work, B. Appraisal Requirements, 1.

Will prior appraisal reports be provided to the firm awarded the contract?

IRF seeks a vendor to perform on-site appraisals and not validate prior appraisals. Vendor is required to physically appraise all properties and collect all data elements independently. Data from IRF’s system, including policy number, asset number, insured value, and other relevant information will be provided to successful vendor post award.

What information will be provided to the firm awarded the contract?

IRF seeks a vendor to propose a solution to collecting, coordinating approach, and exchanging data. IRF intends to work collaboratively with the successful vendor. At a minimum, IRF will provide data from IRF’s system, including policy number, asset number, insured value, location, insured contact, and other relevant information to successful vendor post award. In addition, IRF will provide a statement of values and Segment by Range report, etc.

Do you require site improvements to be quantified; & if so, insurable or also misc. items such as paving?

IRF seeks a vendor to propose its approach and methodology. IRF currently receives information on all insurable items, including PITO. Paved surfaces are not generally insured.

Can you provide how the proposals will be scored – i.e. pricing @ 20%, etc.

No.

The 23,739 buildings are spread over how many physical properties – i.e. public works is 20 buildings

Please contact Kathy Santandreu at ksantandreu@mmo.sc.gov for Attachment C, the Segment by Range Report which will have this information. Subject line of your email should read: Building Valuation Service Range Report – RFP 5400026472.

How many total counties and can you provide # of buildings per county?

SC has 46 counties, there are structures in each county. The highest concentration of structures is along the coast and in Richland/Lexington and Greenville/Pickens. IRF will provide data from IRF’s system, including policy number, asset number, insured value, location, insured contact, and other relevant information to successful vendor post award.

Can you provide a current SOV?

SOV will be made available to the successful vendor.

All other terms, condition, bidding instruction, and specifications remain unchanged. If there are any question or if any confusion or uncertainty arises as a result of this amendment, it is the sole responsibility of the Offeror to contact the procurement officer for clarification. Contact information can be found in the top right-hand corner of the cover page of this amendment reference the “Duty to Inquire” in the original Request for Proposal (RFP).