IFB 161155 Trustee Services Addendum 1 9.8.pdf

DEPARTMENT OF TRANSPORTATION

Stephen C. Brich, P.E. 1221 East Broad Street (804) 482-5818 Commissioner Richmond, Virginia 23219

September 8, 2026

ADDENDUM NO. 1 TO ALL BIDDERS:

Reference – RFP: 161155 Commodity: Trustee Services Dated: September 3, 2026 For Delivery To: Central Office Proposals Due: September 18, 2026 Pre-Proposal Conference: N/A

The above is hereby changed to read:

1. Reference Page 2, Attachments: Attachments page 23 -27 included in addendum 1.

Note:

Acknowledgement of this addendum or any subsequent addenda must be prior to the bid due date and time or signed and uploaded as an attachment with the electronic bid submission. Failure to acknowledge or submit the addendum may be grounds for declaring the bid non-responsive.

Sincerely, Joshua Saunders, VCCO, VCO Senior Procurement Officer Joshua.Saunders@vdot.viginia.gov

Name of Firm

Signature Title Date

Administrative Services Department (ASD)

RFP # 161155

Title: Trustee Services I-66 VPRA

ATTACHMENT A

OFFEROR'S DATASHEET

1. QUALIFICATIONS OF OFFEROR: The Offeror must have the capability and capacity in all respects to fully satisfy all of the contractual requirements.

2. YEARS IN BUSINESS: Indicate the length of time you have been in business providing this type of service. Years Months

3. REFERENCES: Indicate either below or by attachment a listing of at least three (3) clients that your firm has provided the products and/or services described in the proposal. Include the dates service was furnished, and the name, address, email address, telephone and fax number of the person the purchasing agency has your permission to contact. A narrative statement should be provided for each reference, describing the scope, size and type of service provided to each reference. Please verify that the contact persons whom you have listed below are still employed with these firms prior to submitting their names.

CLIENT'S NAME AND

ADDRESS

BEGIN &

END DATES

OF SERVICE

NARRATIVE STATEMENT PERSON TO

CONTACT

AND

TELEPHONE,

FAX NUMBER

AND EMAIL

4. Is your firm currently registered as an eVA vendor? No Yes Registration is a requirement to receive an award.

Administrative Services/ Procurement

Title: Trustee Services I-66 VPRA

ATTACHMENT B

State Corporation Commission Form

Virginia State Corporation Commission (SCC) registration information.

The offeror:

is a corporation or other business entity with the following SCC identification number: -OR-is not a corporation, limited liability company, limited partnership, registered limited liability partnership, or business trust -OR-is an out-of-state business entity that does not regularly and continuously maintains as part of its ordinary and customary business any employees, agents, offices, facilities, or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts, and not counting any incidental presence of the offeror in Virginia that is needed in order to assemble, maintain, and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from offeror’s out-of-state location)

-OR-

is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned offeror’s current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of § 13.1-757 or other similar provisions in Titles 13.1 or 50 of the Code of Virginia.

**NOTE** >> Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver):

Title: Trustee Services I-66 VPRA

ATTACHMENT C

PROPRIETARY/CONFIDENTIAL INFORMATION

SUMMARY FORM

SECTION/TITLE PAGE

NUMBER(S)

REASON(S) FOR WITHHOLDING FROM

DISCLOSURE

*Identify the reason for withholding from disclosure in accordance with the Code of Virginia § 2.2-4342F.

Title: Trustee Services I-66 VPRA

ATTACHMENT D

SUBCONTRACTOR APPROVAL REQUEST

Contractor Name Contract No.

No portion of the work (including equipment) shall be subcontracted to another firm or individual without prior written consent of Virginia Department of Transportation (herein referred to as VDOT). In the event that the Contractor desires to subcontract some part of the work specified herein, the Contractor shall furnish VDOT with the names, qualifications, and experience of their proposed subcontractors for agency approval. The primary contractor shall remain fully liable and responsible for the work performed by its subcontractor(s) and shall assure compliance with all requirements of the contract.

List proposed subcontractor(s), including name, address, contact person, and type of work to be performed under this contract below.

FIRM INDIVIDUAL’S

NAME & ADDRESS

CONTACT PERSON

AND PHONE NUMBER

TYPE OF WORK TO BE

PERFORMED

TYPE OF EQUIPMENT PROPOSED SUBCONTRACTOR WILL PROVIDE

QUALIFICATIONS / EXPERIENCE LEVEL OF PROPOSED SUBCONTRACTOR

Indicate below if any of the above proposed subcontractors are DSBSD-certified as Small, Small Women-owned or Small Minority-owned Businesses, and if the original proposal response included plan for utilization of small businesses, submit revised Attachment B, Small Business Subcontracting Plan, Section B. Plan for Utilization of DSBSD-Certified Small Businesses.

Company Name:

Certification Number:

USE ONLY:

The proposed subcontractor(s) listed above is/are approved and accepted under the terms and conditions of the contract requirements herein.

SUGN of Contract Officer Date Telephone Number

Title: Trustee Services I-66 VPRA

ATTACHMENT E

PRICING SCHEDULE

Each Offeror must fill out this form showing the amount for each of the listed items.

TRUSTEE

A. Acceptance of Funds

B. Annual Administration Charge

C. Transaction Costs (inv., wires)

PAYING AGENT

D. Transaction Costs (inv., wires)

REGISTRAR

E. Registration Fee

F. Annual Maintenance Fee

OTHER

G. Miscellaneous Fees (annual amount)

H. Legal Fees