Amendment 2.docx

SAP

State of South Carolina

Invitation For Bid Amendment 2 Solicitation:

Date Issued:

Procurement Officer:

Phone:

E-Mail Address:

Mailing Address:

5400028947 11/10/2025

MATTHEW WARREN

(803) 898-5426 Procurement@dor.sc.gov SC Department of Revenue Attn: Procurement Services 300A Outlet Pointe Blvd Columbia SC 29210

DESCRIPTION: Employee Engagement Survey

USING GOVERNMENTAL UNIT: Department of Revenue

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

SUBMIT OFFER BY (Opening Date/Time): 11/20/2025 14:30:00 (See "Deadline For Submission Of Offer" provision)

QUESTIONS MUST BE RECEIVED BY: 11/10/2025 01:00:00 (See "Questions From Offerors" provision)

NUMBER OF COPIES TO BE SUBMITTED: ONLINE SUBMISSION ONLY

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

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 - 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) 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]

AMENDMENTS TO SOLICIATION (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]

COVER PAGE - ADDRESS CHANGE Effective October 27, 2025, the State Fiscal Accountability Authority, Division of Procurement Services is moving. The new physical address will be:

State Fiscal Accountability Authority Division of Procurement Services 1333 Main Street, Suite 700 Columbia, SC 29201

Any protests submitted on or after October 27, 2025, should be submitted by e-mail to protest-mmo@mmo.state.sc.us or to the address above.

Questions & Answers

Q1: Do you expect this to be a product offering (COTS), or can it be a solution that we build specifically for the District’s requirements?

SC DOR’s Response: Either.

Q2: Is there an incumbent vendor currently providing employee engagement survey services to SCDOR?

SC DOR’s Response: Yes

Q3: Is the incumbent vendor allowed to participate in this RFP?

SC DOR’s Response: Yes

Q4: What are the current limitations and challenges that you are facing?

SC DOR’s Response: Vendor needed to administer the 2026 agency workforce survey

Q5: Who will be responsible for hosting?

SC DOR’s Response: Vendor

Q6: What is the hosting preference – Cloud vs On-prem?

SC DOR’s Response: No preference.

Q7: What is your preferred hosting service provider (AWS or Azure)?

SC DOR’s Response: Azure GCC High

Q8: How many users do you have? Please provide the internal and external users who utilize this system?

SC DOR’s Response: Approximately 750 users—all SCDOR staff and contractors

Q9: Who are the primary stakeholders collaborating with the vendor, and what are their roles?

SC DOR’s Response: HR Director (manages all HR functions) and Employee Relations Manager (duties include, in part, performance management, recognition and engagement)

Q10: Are there any 3rd party software or tools that need to be integrated? If yes, can we assume that the SCDOR provides an API for Integrations?

SC DOR’s Response: No.

Q11: Is the AI-based analysis expected to run locally within the vendor’s platform or via a third-party AI service?

SC DOR’s Response: Locally within the vendor’s platform

Q12: Should the action planning dashboard integrate with any existing HR or analytics systems at SCDOR?

SC DOR’s Response: No.

Q13: What is the antipated project start date and platform’s go-live date?

SC DOR’s Response: Project start: January 2026; Platform go-live: February or March 2026

Q14: What are the expectations and timeline for ongoing support and maintenance after the system is implemented?

SC DOR’s Response: One-on-one support between the HR primary points of contact (HR Director and Employee Relations Manager) and the vendor for the duration of the contract. This should include, but not be limited to, technical assistance to troubleshoot any issues users may experience as well as to provide support related to navigating and using action-planning tools within the platform.

Q15: Do you expect the vendor to perform any tasks on-site, or can all work be performed remotely?

SC DOR’s Response: No, all remote.

Q16: Do you accept offshore resources

1. SC DOR’s Response: SCDOR Data must remain within U.S. Offshore access to the data is prohibited.

Q17: What is the approved budget or range allocated for this project?

SC DOR’s Response: Not disclosed.

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