Amendment One.pdf

SAP

State of South Carolina

Request for Proposal

Amendment One

Solicitation:

Date Issued:

Procurement Officer:

Phone:

E-Mail Address:

Mailing Address:

5400026747 05/30/2024

VALERIE SMITH

803.896.5346 smithv@sctechsystem.edu SC Technical College System Attn: Procurement Office 111 Executive Center Drive, Suite 106 Columbia SC 29210

DESCRIPTION: Student Debt Prevention Professional Services

USING GOVERNMENTAL UNIT: State Board for Tech & Comprehensive Ed

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

SUBMIT OFFER BY (Opening Date/Time): 06/11/2024 @ 10:00 AM, EST (See "Deadline For Submission Of Offer" provision)

QUESTIONS MUST BE RECEIVED BY: 05/16/2024 @ 3:00pm PM, EST (See "Questions From Offerors" provision)

NUMBER OF COPIES TO BE SUBMITTED: One original offer marked “Original excluding price (Technical)”

One original offer marked “Original including price (Business – Price must be listed separately)”

One redacted copy marked “redacted”

• If submitting confidential information, include a separate redacted copy with your online submission marked

“REDACTED”

Initial here if no redacted copy is necessary ___________

CONFERENCE TYPE: Non Mandatory Pre-Proposal DATE & TIME: 05/16/2024 @ 10:00 am, EST

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

LOCATION: via Zoom

AWARD &

AMENDMENTS

Award will be posted on 07/15/2024. 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 one hundred and twenty (120) 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)

http://www.procurement.sc.gov/ http://www.procurement.sc.gov/

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

Amendment Number One

Student Debt Prevention Professional Services

Solicitation # 5400026747

AMENDMENTS TO SOLICITATION (JANUARY 2006) (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.

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 PROVISON. STRICKEN TEXT IS DELETED. [02-2A097-1]

The submit offer by (Opening Date/Time) has changed:

To: 06/25/2024 @ 10:00 am, EST

The Award will be Posted on, date has changed:

To: 07/29/2024

The maximum contract period has been modified/changed:

Start date: 08/08/2024 / End date: 08/07/2029. Dates provided are estimates only. Any resulting contract will begin on the date specified in the notice of award. See clause entitled "Term of Contract - Effective Date/Initial Contract Period". [01-

1040-1]

Demonstration(s)

The time allotted per individual Offeror to present and demonstrate facts shall not exceed 1.5 / 1.0 hour to include question and answer session. Note that the date(s) of June 27, 2024 / July 11, 2024 is tentatively scheduled for the demonstration.

Offerors must reserve that date. The state will notify the responsive and responsible Offerors as quickly as possible to schedule a specific time.

Appendix A

Demonstration Script

The overall demonstration is limited to 1 ½ hours / 1 hour. Offerors are expected to address all the functional requirements, and needs stated in the project overview, and timeline.

Introduction – Fifteen (15) minutes (Maximum)

▪ Tell us about your company.

Overview – Sixty (60) minutes / Thirty (30) minutes (Maximum)

Explain how you propose to meet or exceed the minimum requirements, as appropriate.

Discuss and present examples of the solutions identified in your response to the solicitation, to include, but not be limited to:

1. Your plan of how your organization will accomplish the requirements in the Scope of Work within the 5-year timeframe.

2. Who will provide information to individuals, how will the program be conducted if awarded a contract.

3. Your experience in managing student debt prevention services.

4. The qualifications of your staff

Questions – Fifteen (15) minutes (Maximum)

Panel members will ask questions. Answers shall be factual and limited to the solutions outlined in your proposal

*Solicitation question(s) - SC Technical College System (SCTCS) responses are detailed below (Questions from offerors are presented in the format received):

QUESTION 1 - Please confirm the site/portal where proposals are to be submitted. Is it http://www.procurement.sc.gov as noted on the cover page of the RFP?

Response – 1: Refer to II. INSTRUCTIONS TO OFFERORS -- B. SPECIAL INSTRUCTIONS, ON-LINE BIDDING

INSTRUCTIONS (MODIFIED).

QUESTION 2 - Page 14, III. Scope of Work/Specifications. Is Denmark Technical College currently participating in the federal student loan program?

Response – 2: Yes, Denmark College is currently participating.

QUESTION 3 - VIII. Bidding Schedule / Price Business Proposal form page 36 of the RFP. Unit pricing may be different depending on the services requested. For example, grace period contact, delinquency contact, and financial literacy education unit pricing may each be different. In those cases how should the bidding schedule be modified/completed?

Response – 3: VIII. BIDDING SCHEDULE / PRICE-BUSINESS PROPOSAL has been updated in SCEIS to reflect the total for 5 years. Please submit the updated Price Proposal (below). Also, make sure that you submit an itemized/separate price document.

VIII. BIDDING SCHEDULE / PRICE-BUSINESS PROPOSAL

PRICE PROPOSAL (JAN 2006)

Notwithstanding any other instructions herein, you shall submit the following price information as a separate document:

Offerors must provide a total cost of ownership to include all work associated with the RFP. Total cost shall include the initial term of the contract (Year 1) and all renewal years for a total potential contract term of five years.

Outline all costs – by year, for each of the 5 potential years of the contract to be incurred for the services requested in the solicitation. Offeror is to provide a thorough and detailed presentation of all costs to be incurred by the State during the contract performance.

Please make sure that the price proposal summary chart is completed and attached/uploaded into SCEIS as a part of your

BIDDING SCHEDULE / PRICE-BUSINESS PROPOSAL.

Offeror shall submit as part of their price proposal the summary chart below (you may cut and paste the chart as a separate sheet). This chart will be placed as the cover/first page of their detailed price proposal. The Offeror shall break out and show separately all costs for each item/service.

https://urldefense.proofpoint.com/v2/url?u=http-3A__www.procurement.sc.gov&d=DwMGaQ&c=n7eOb1XX0x6v0bHhkWhz9i_WcXsDeTCxHLLB7kldeew&r=78ItQOA2QAz8cPRQsGF7wSa4mwgKqyykq0DVEaOAdM0&m=qqw96XiU5RGDqm4ks8AiRWtY8gRcHZz3niWELDnAOQoiT9vT1I458llS4I2Ybk9e&s=sstZVDy5aGSHKssYze0wJ4rq8gQih4wf3k6hqkiuBM4&e=

Price Proposal Summary Chart

QUESTION 4 - Page 36, Bidding Schedule/Price-Business Proposal. The COVID pandemic negatively impacted community college enrollment, student loan borrowing, and repayment rates which means that the statistical information provided is of limited use to a new bidder. Due to this the FY2017, FY2018, and FY2019 cohorts are inflated and do not reflect the current state. Additionally, the data provided by SCTCS does not provide the bidder with the actual number of students in repayment for each college and each active cohort - meaning FY2022, FY2023, and FY2024. Since the current provider has access to current student loan repayment data and new bidders do not, would SCTCS please provide the following information to ensure that our bids are based on the same set of assumptions? This information could be supplied by an NSLDS School

Portfolio Report or your current provider.

Schools

FY2022 FY2023 FY2024

# in

Repayment # in

Repayment # in

Repayment Aiken Technical College Central Carolina Technical College

Denmark Technical College

Florence Darlington Technical College

Greenville Technical College

Horry Georgetown Technical College

Midlands Technical College

Orangeburg Calhoun Technical College

Piedmont Technical College

Spartanburg Community College

Technical College of the Lowcountry

Tri-County Technical College

Trident Technical College

York Technical College

Price Proposal

Student Debt Prevention Professional Services

5400026747

Description (List Product) Year 1 - Cost Year 2 - Cost Year 3 - Cost Year 4 - Cost Year 5 - Cost

Total by year: $0.00 $0.00 $0.00 $0.00 $0.00

Total Cost (Summation of all cost reflected above) $0.00

Response – 4: See below with added information.

Schools

FY2022 FY2023 FY2024

# in

Repayment

# in

Repayment

# in

Repayment

Aiken Technical College 22 119 402

Central Carolina Technical College 247 212 130

Denmark Technical College 211 220 60

Florence Darlington Technical College 313 163 65

Greenville Technical College 1253 756 465

Horry Georgetown Technical College 1768 1900 1971

Midlands Technical College 1869 1693 1499

Orangeburg Calhoun Technical College 288 183 164

Piedmont Technical College 833 896 679

Spartanburg Community College 705 667 393

Technical College of the Lowcountry Not Available Not Available Not Available

Tri-County Technical College 968 940 266

Trident Technical College 1930 1734 983

York Technical College 530 422 357

QUESTION 5 - Page 36, VIII. Bidding Schedule/Price-Business Proposal. In reviewing the schedule, we wanted to get clarification of the grid completion. Will the Unit Price and the Extended Price be the same number as you are multiplying the Unit Price x one year? For example:

Line Number Quantity Unit of Measure Unit Price Extended Price

0001 1.000 Year $100 $100

Product Catg: 96258 – Professional Services (Not Otherwise Classified)

Item Description: Student Debt Prevention Services – Year 1

Internal Item Number: 1

Response – 5: Refer to Question/Response 3 (above).

QUESTION 6 - Page 36, VIII. Bidding Schedule/Price-Business Proposal. Based on the pricing question asked during the pre-proposal conference call, vendors may have different unit prices for different services. Does the vendor total every year’s unit and extended price to complete VIII in the procurement system, then list all items separately with a total in their Price

Proposal submission? Examples for clarification below:

Price Proposal Example:

Line Number Quantity Unit of Measure Unit Price Extended Price

0001-a Vendor Product 1* 500 Per person $1 $500

0001-b Vendor Product 2* 1,000 Per person $2 $2,000

Total $3 $2,500

Product Catg: 96258 – Professional Services (Not Otherwise Classified)

Item Description: Student Debt Prevention Services – Year 1

*Total across 14 colleges

Procurement System Example:

Line Number Quantity Unit of Measure Unit Price Extended Price

0001 1.000 Year $2,500 $2,500

Product Catg: 96258 – Professional Services (Not Otherwise Classified)

Item Description: Student Debt Prevention Services – Year 1

Response – 6: Refer to Question/Response 3 (above).

QUESTION 7 – Page 13, On-Line Bidding Instructions (Modified). In logging into the SC procurement system, will the vendor submit each Year’s Total Extended Price in the Price field indicated below? Or is there another location that vendor should be updating also?

Response – 7: The information referenced above has been updated in SCEIS. You will need to enter your total for five (5) years.

QUESTION 8 - Are you satisfied with your current vendor?

Response – 8: There isn’t any dissatisfaction with the current vendor.

QUESTION 9 - What is your budget for services requested?

Response – 9: There is a budget cap for Student Debt Prevention Services; however, the budget will not be disclosed.

The deciding factor will not be based solely on cost.

QUESTION 10 - A redacted copy of the proposal is not required provided that this space is initialed, “Initial here if no redacted copy is necessary____” Correct?

Response – 10: Correct. If you are not submitting a redacted copy, initial in the space provided.

QUESTION 11 - The liability insurance requirement is broad for additional insureds (c) “Every applicable Using

Governmental Unit, and the officers, officials, employees and volunteers of any of them…".

At the very least, we would like to ask that “volunteers” as additional insureds be removed. Insurance brokers do not like to add a broad number of additional insureds onto insurance policies.

Response – 11: The liability insurance requirements/clause stands as written in the solicitation.

QUESTION 12 - Do we need to respond to each item point-by-point in our Technical Proposal for the items below (or are they informational only)?

• Functional Requirements (1-5)

• Current System Functionalities (1-11)

Response – 12: Yes, you will need to respond to each item point-by-point in your technical proposal. AP