ESBD_377124_1727284762607_304-25-0025DG - RFP - Addendum No 1 - 9-25-24 - ARB Training Services.pdf

PR #304-24-0236DAG ITSM and Helpdesk Software License and Related Services Page 1 of 2 Addendum No. 1

Request for Proposals (“RFP”) for

RFP# 304-25-0025DG – Appraisal & Legal New & Continuing Education Training Services for Appraisal Review Board Members

September 25, 2024

RFP# 304-24-0025DG is amended as follows:

1. The table on Page 1 (Anticipated Schedule of Events) is deleted in its entirety and replaced with the following:

Date Event 09/19/2024 Issuance of PR 09/20/2024 Deadline for Submission of Questions (2:00 p.m., CT) 09/23/2024 Release of Official Responses to Questions (or as soon thereafter as practical) 09/30/2024 Deadline for Submission of Offers (2:00 p.m., CT)

Late Offers will not be considered

2. RFP Page 3, 5. “Deadline for Proposals:” is changed as follows:

From: 9/25/2023 at 2:00 pm CT To: 09/30/2024 at 2:00 pm CT

3. RFP Page 21, J. “Contract Term; Survival of Terms” is changed as follows:

From: The Initial Term of the Contract shall be from October 1, 2024 to August 31, 2025.

To: The Initial Term of the Contract shall be from October 14, 2024 to August 31, 2025.

4. RFP Section II(D.1) (General) is hereby deleted and replaced in its entirety as follows:

D.1 General

To assist CPA in satisfying the requirements of Section 5.041 of the Texas Tax Code, Successful Respondent shall present legal and appraisal training sessions for new and returning ARB members in accordance with the requirements set forth in this RFP.

CPA provides for an 8-hour new ARB member training course and a 4-hour continuing education (CE) course. The scope of work outlined in Section II, Part D.2, below, includes the 4-hour CE course, two hours of appraisal training for the new ARB member course and the remaining six hours of training for the new ARB member course. Successful Respondent must spend the number of minutes on each of the identified sections in accordance with the charts detailed in Tables 1-3, of Part D.2, below.

PR # 304-24-1759YG Udemy Enterprise Software License and Related Services Page 2 of 2

New Member and Continuing Education trainings require three (3) live, in-person sessions, one webinar/telecast, and one prerecorded session. Live, in -person sessions consist of an audience of 200 or less. The telecast session, or webinar, consists of an online presence of 100 or less. Pre-recorded sessions will have a viewership between 1,500 to 2,000; however, that audience is watching a video and does not interact with the presenters.

Successful Respondents will coordinate with CPA staff, including providing any materials to CPA for reproduction for the trainings, file sharing, review of CPA’s anticipated training dates and deadlines.

CPA will coordinate training dates as much as feasible with the Successful Respondents. CPA staff determine the agenda and order for the Successful Respondents to provide live training and presentations. Successful Respondents do not have to work in conjunction with one another.

CPA will evaluate the effectiveness of the training sessions via audience feedback provided by attendees. The presentation slides put together by the trainers, which includes a note/script, will demonstrate their depth of knowledge and ability to expand on the presentation chapters required. The professionalism of the presenter when speaking to an audience will also factor into evaluation of how effective their communication and presentation style.

5. The following is added to RFP Section II (D.3) (Additional Requirements):

San Antonio, Houston and Austin will be locations every year. El Paso and Richardson are possibilities but not confirmed. Any city that is added to the rotation gets visited once per year for two nights to deliver two full days of training.

Trainers are expected develop their own slideshow/presentation based on the agency’s available resources. The trainer’s materials should consist of a slideshow file that also narrates each slide.

6. The following is added to RFP Section II (D.4) (Trainer Minimum Qualification Requirements):

Presenters must be competent with Microsoft Office applications to deliver Power Point presentations.

Presenters must have the ability to save their work to a flash drive and share the file with the audience and CPA.

CPA will allow for a qualified substitute, but the resume of the substitute should mirror that of the original presenter. To request a substitute presenter, to be approved in CPA’s sole discretion, Successful Respondent must send to CPA professional designations and a resume of the proposed substitute showing depth of career thirty (30) days before the scheduled training date.

Acknowledgement of Receipt of Addendum No. 1

Respondent must sign, date and return this Acknowledgement of Addendum No. 1 with its Proposal to be considered for evaluation.

Respondent Name: ______________________________________________________

Signature of Authorized Representative: ____________________________________________

Printed Name, Title:

Date Signed: _____________________________

Respondent must sign and submit this acknowledgement with its Proposal.