ESBD_383484_1733964410414_Addendum 1 - RFQ 2025-Q04.pdf

Addendum #1 to RFQ 2025-Q03 Bond Underwriting Services – Public Improvement Bonds (PID)

Issue Date: December 11, 2024

HAYS COUNTY PURCHASING OFFICE

Stephanie Hunt, Purchasing Agent

712 S. Stagecoach Trail, Ste. 1012 San Marcos, Texas 78666

512-393-2267 ● purchasing@co.hays.tx.us

December 11, 2024

ADDENDUM #1

RFQ 2025-Q03 Bond Underwriting Services – General Obligation Bonds

Please find attached Addendum #1 to RFQ 2025-Q03 Bond Underwriting Services – General Obligation Bonds. All questions were answered by Hays County staff.

Attached to Addendum:

• Questions & Answers

Acknowledge receipt of this addendum by signing and returning this page with your proposal.

Signature

Company Name Date mailto:purchasing@co.hays.tx.us

ADDENDUM #1

RFQ 2025-Q03 Bond Underwriting Services – General Obligation Bonds

Questions & Answers

Questions:

1. As a Pre-Qualified Firm, we wanted to confirm that we simply need to complete Attachment A and note any minor changes to the firm/personnel and DO NOT need to complete Attachment B as there have been no material changes since our last response. We simply want to confirm because the RFQ Submittal Checklist lists Attachment B as a form that MUST be returned for the proposal to be considered responsive.

• No, Attachment B is not required if your Firm qualifies to only submit Attachment A.

2. Attachment A: Firm Identification Packet references “Professional Engineering Services Pool” within the 4th bullet of the first page. We assume that this is simply a carry-over from a different

RFQ.

• That is Correct, See Attachment A – Updated – Firm Identification Packet

3. If submitting the Electronic Statement of Qualifications via BidNet Direct, do we also need to provide a hard copy within 24 hours of the due date? Page 3 of 42 of the of the PDF titled RFQ 2025-Q04 Bond Underwriting Services – General Obligation Bonds states that a hard copy is required but on Page 8 of 42 under section E. Submittal Requirements, there is no mention of a hard copy.

• Yes, if submitting an electronic submission through BidNet Direct then a hard copy is required to be received by the Purchasing Office within 24 hours. Since the Due date is Friday, December 20 @ 10:00 AM, all hard copies must be in the purchasing office by Monday, December 23 @ 10:00 AM. Again, this is only if you submit your proposal online by the due date and time.

4. Attachment A refers to professional engineering services. Will an updated Attachment A that pertains to bond underwriting services be released?

• See question 2

5. Attachment A states that firms already included in the pool only need to fill out page 1 of Attachment A. However, many of the forms of Attachment A are also included in the body of the RFQ document and appear to be required on the RFQ submittal checklist. Would you please confirm which forms we need to fill out if we are already in the underwriting pool?

• If a Firm has not had any changes since their submitted proposal, either RFQ 2019-P04 or RFQ 2021-Q05, then the Firm only needs to sign page one and return that document to identify they want to stay in the pool.

• If a Firm is currently in the pool and we do not receive a proposal or Attachment A (pg. 1 or the entire document – depending on which is needed) then they will be removed from the pool.

• If a Firm has had minor changes since their submitted proposal, then all of Attachment A is required to be submitted for review.

• If a Firm has had substantial changes a new proposal is required to be submitted.

6. The checklist says we need to submit the Statement of Qualifications OR Firm Identification Packet (Attachment A). Page 6 says firms currently in the pool are required to fill out Attachment A, thus we would not submit the Statement of Qualifications. Section D on pages 7- 8 lists the requirements of the Statement of Qualifications, which includes Attachment B. Can you confirm that, if we are already in the underwriting pool, we do not need to submit any items under Section D. Statement of Qualifications (SOQs) Requirements, including Attachment B?

• See Question 1 & 5

7. Page 7 of the Solicitation – References: request “a list of at least three (3) references…”.

However, Attachment B: Question 4 reads “Provide four (4) Texas Client references…..”

Question: Please clarify if three (3), four (4 ) or a total of seven (7) references are required (4 TX and 3 other)?

• Submit four (4) references per the guidelines in Attachment B.

8. Attachment A: Section D: Updated Project History/Experience: Reference for Project Question: Can the project reference used for Section D be used for any of the references used in Attachment B, Question 4 and the Vendor Reference Form?

• See Question 8

9. Our Firm is listed in Attachment C as a pre-qualified firm and submitted a full proposal in RFQ 2019-P04. In RFQ 2021-Q05, we submitted just Attachment A and the Required forms as per the requirements. For this RFQ 2025-Q04, would you like our firm to submit just Attachment A and the Required forms or do we need to submit Attachment B as well? Our firm has not had any substantial changes to company structure, company bio, or company leadership from our last proposal submitted.

• See Question 1 & 5