Transcript Doing Business with Texas

Statewide HUB Program
Texas Comptroller of Public Accounts
Doing Business with Texas
Agenda
• Statewide Historically
Underutilized Business (HUB)
Program
• Centralized Master Bidders List
(CMBL)
• How to do Business with the State
of Texas
• Additional Resources
Statewide Historically
Underutilized Business (HUB)
Program
What is a “HUB”?
A “HUB” is a minority or woman
owned business that is certified
with the State of Texas as a
Historically Underutilized Business.
Currently, there are approximately 12,000
certified HUBs.
HUB Eligibility Requirements
Criteria I - Ethnicity, U.S. Citizenship,
and Texas Residency
• Asian Pacific Americans
• Black Americans
• Hispanic Americans
• Native Americans
• American women
• U.S. Citizen born or naturalized
• Resident of the State of Texas
HUB Eligibility Requirements
(cont’d)
Criteria II - Ownership
• For Profit Business
• 51% or more ownership
Criteria III - Active Participation
Must have a proportionate interest & active
participation in the control, operation, &
management of the business.
Criteria IV - Principal Place of
Business
The principal place of business must be within
the State of Texas
Incentives To Become HUB Certified
• FREE of charge and valid for four (4)
years
• Listed on the state’s HUB Directory
• Agencies and universities are required
to make a “Good Faith Effort” to increase
contract awards to HUBs and report the
utilization of HUBs
• Increased exposure to prime contractors
($743M+ spent w/HUBs in
subcontracting opportunities)
• Increased opportunities for noncompetitive purchases ($40M+ was
spent w/HUBs through procurement
card)
Statewide HUB Program’s
Mission
The mission of the Statewide HUB
Program is to facilitate the use of HUBs in
state procurement, and to effectively
provide information on the state's
procurement process to minority and
woman-owned businesses.
Enabling Legislation
The Statewide HUB Program is
administered in accordance with:
• Texas Government Code,
Chapter 2161, and
• Texas Administrative Code, Title
34, Part 1, Chapter 20,
Subchapter B
Memorandums of Agreement (MOA)
The Statewide HUB Program has
Established Memorandums of Agreement
(MOA) with ten certification entities.
Minority and women owned business who
are certified with one of these entities may
received HUB certification if:
1. The certifying entity determined that the
business meets HUB eligibility; and
2. The certifying entity submits the
business’ information to the Statewide
HUB program for HUB certification
approval and inclusion into the state’s
HUB Directory.
Memorandums of Agreement (MOA)
(cont’d)
• City of Austin
• City of Houston
• Dallas/Fort Worth Minority Business Council
• El Paso Hispanic Chamber of Commence
• Houston Minority Business Council
• South Central Texas Regional Certification
Agency
• Southwest Minority Supplier Development
Council
• Texas Department of Transportation
• Women’s Business Council-Southwest
• Women’s Business Enterprise Alliance
Statewide HUB Program
Certification Process
• The application is two pages and
requires general business information
and inclusion of documentation
substantiating HUB eligibility
• Applications are typically assigned to
HUB staff within 1 week to began
review process
• On-site compliance reviews may be
performed prior to granting HUB
certification and/or during the term of
a business’ HUB certification
Statewide HUB Program
Certification Process
(cont.)
• Upon certification approval, the vendor
is sent a HUB Certification Package
• Vendors who are denied HUB
certification have the opportunity to
appeal the decision
• HUBs are sent a renewal notice
approx. 90-days prior to their HUB
certification expiration date
The HUB Certification Application is available on-line at:
http://www.cpa.state.tx.us/procurement/prog/hub/hub-forms/
Centralized Master Bidders List
(CMBL)
Centralized Master Bidders List
(CMBL)
Why Register?
– The CMBL is an automated
registration system used by state
agencies. Once a state entity has
determine the need to solicit vendors
for commodities or services they will
develop a mailing list from the CMBL
to distribute notifications of bid
opportunities.
– Used by other purchasing entities
(public & private) as well as prime
contractors.
Note: The CMBL is not an approved vendors list.
Enabling Legislation
The Centralized Master Bidders List is
administered in accordance with:
• Texas Government Code,
Chapter 2155.263-270, and
• Texas Administrative Code, Title 34,
Part 1, Chapter 113, Subchapter C
Rule 20.34
96 vendors found where class code (1) is '620', item code (1) is '79' or 'all',
district flag (1) is '14' or 'all' sorted by name. (Inactive vendors listed in italics)
57 vendors found where class code (1) is '620', item code (1) is '79' or 'all',
district flag (1) is '14' or 'all' sorted by name. (Inactive vendors listed in italics)
Centralized Master Bidders List
(CMBL)
How to Register!
– Annual registration/renewal fee is
$70.00 and may be paid on-line by
credit/debit card or check debit (US
addresses only).
– The profile may be printed after
entered online and mailed with a
check or money order (US dollars).
Mailed applications incur a longer
processing time.
Doing Business
With The State of Texas
In fiscal 2008 the State of Texas Spent
over $13.7 Billion. Over $1.8 was spent
with HUBs.
Statewide Procurement
Procures commodities and services except
information technology for client agencies,
universities and cooperative purchasing
entities.
• Term Contracts have start/end date
- Over 200 contracts exist for various
commodities and services (i.e. drug
testing to e-voting machines)
• Open Market Solicitations
- Vary from food, tennis shoes, trucks
to tractors and heavy equipment
Statewide Procurement
Information Technology
• State agencies purchase information
technology commodities and services
through the Department of Information
Resources (DIR), with few exceptions.
• Commodities include commercial
software, hardware technology services,
including seat management.
• Bid opportunities over $25,000 visit the
Electronic State Business Daily
http://esbd.cpa.state.tx.us/
• Vendors seeking bid opportunities under
$25,000 should visit DIR at
www.dir.state.tx.us
Procurement Thresholds
• Non Competitive - up to $5,000
– Solicitations are not required
• Informal Solicitations - $5,000.01 to
$25,000
– Solicitations may be requested by
phone, fax or email to:
1) Minimum of three vendors (two must
be HUBs) and
2) Registered on the Centralized Master
Bidders List (CMBL).
• Formal Solicitations - Over $25,000
– Have terms/conditions,
– Indicate opening time and place,
– Notifications are sent to CMBL vendors,
and
– Posted on the Electronic States
Business Daily (ESBD).
Electronic State Business Daily
(ESBD)
• State agencies are required to advertise
solicitations over $25,000 on the ESBD
• Posting Requirements
- 14 days - When all solicitation
documents are available on the ESBD
- 21 days – When all solicitation
documents are not available on the
ESBD (i.e. Blue Prints, Project
Manuals, etc.)
• Search for bid opportunities or awards by
– agency, requisition number,
city/county, NIGP code or by keyword
http://esbd.cpa.state.tx.us/
HUB Subcontracting Plan (HSP)
• State agencies and universities must
determine if subcontracting
opportunities are probable on
solicitations of $100,000 or more
• If subcontracting opportunities are
probable, agency will list the probable
subcontracting opportunities and
require an HSP
• HSPs are required to be submitted at
the same time as the response
Completing the HSP
• All respondents (HUBs and Non-HUBs) to the
solicitation must complete an HSP if required
• For each subcontracting opportunity not selfperformed by the respondent, they are required
to provide written notification of the
subcontracting opportunity to at least three (3)
HUBs and allow the HUBs no less than five (5)
working days to respond
• Respondent must provide written notification of
their subcontracting opportunities to a minority
or women trade organization or development
center, at least five (5) working days prior to
submitting their bid offer
• For more information on completing the HSP
view the online training module at:
http://www.window.state.tx.us/procurement/prog/hub/hub-subcontracting-plan/
Mentor/Protégé Program
• Each state agency with a biennial
appropriation that exceeds $10 million
shall implement a Mentor Protégé
Program
• Designed to build relationships between
prime contractors and emerging HUBs
• Intent is to grow the HUB Protégé
• Incentive for Mentor to offer Protégé
subcontracting (HSP) opportunities
• Participation in a Mentor/Protégé
Program is voluntary
http://www.window.state.tx.us/procurement/prog/hub/mentorprotege/
Covering Your Bases
Doing
Business
with the
State of
Texas
1st Base
Preparation
Vendor Guide
• The Comptroller’s Vendor Guide is available
online and helps vendors better understand
the state of Texas purchasing process.
www.window.state.tx.us/procurement/pub/vendor_guide.pdf
HUB Reporting
• Provides Semi and Annual Report of the
expenditures of State Agencies and
Universities
• Assist to identify entities to target
marketing efforts
• Identify Potential Allies/Partners
http://www.window.state.tx.us/procurement/prog/hub/hub-reporting/
Texas4Hubs.org
• On the left hand side is a hyper link for
HUB Reporting
On the right side is a
hyperlink for the latest HUB
Report. For this
demonstration we will look at
the FY 2008 semi-annual
report
The Executive Summary of
the Report provides a wealth
of information on the state’s
expenditures
This is the list of the state’s
four digit Object code that the
state uses to make payment.
Note: These are not Class and
Item Codes. For the
These are
demonstration we willNote:
chose
not Class and Item
Codes
7256
Architectural/Engineering
Services.
This is a list of agencies and
universities that had expenditures
under this object code. It provides
the Agency Code, its name, the total
amount, and the amount that was
spent with HUBs. The TX Department
of Transportation (TXDOT) has the
highest expenditures, we can click
on the hyperlink to view who they
conducted business with.
This page provides a list of
vendors the TXDOT has
conducted business with. You
can do an CTRL + F and enter
the Object Code 7266
This can be a potential list of
allies and partners.
Covering Your Bases
2nd Base
CMBL & HUB
Doing
Business
with the
State of
Texas
1st Base
Preparation
Incentives To Become HUB Certified
• FREE of charge and valid for four (4)
years
• Listed on the state’s HUB Directory
• Agencies and universities are required
to make a “Good Faith Effort” to increase
contract awards to HUBs and report the
utilization of HUBs
• Increased exposure to prime contractors
($788M+ spent w/HUBs in
subcontracting opportunities)
• Increased opportunities for noncompetitive purchases ($41M+ was
spent w/HUBs through procurement
card)
Centralized Master Bidders List
• CMBL new registration or renewal
updates are processed and are
activated within 30 minutes of time of
payment.
• Renewal notices are emailed or mailed
30-45 days prior to the expiration date.
• Vendors are responsible for maintaining
the profile with the most current
information pertaining to their business
to include appropriate selection of class
and item codes based on the products
or services that can actually be
provided.
Centralized Master Bidders List
(cont’d)
• Exception to vendor profile
maintenance:
 changes in tax identification numbers
or business names must be changed
by CMBL staff or the Statewide HUB
program if the vendor is a HUB
• Certified HUB vendors have existing
profiles in the CPA database so a new
registration is not required. Approved
HUB vendors should contact the CMBL
Help Desk at 512-463-3459 for
assistance.
National Institute Governmental
Purchasing (NIGP) Codes
Class and Item Code identifies the product
or service your business can provide.
•Search By:
– Class Description
(Alphabetical)
– The Whole Commodity Book
http://www.window.state.tx.us/procurement/tools/comm-book/
Texas Highway Districts
•
The State of Texas is divided into 25
districts by county.
•
Vendors are to choose the districts they
are able to service.
http://www.window.state.tx.us/procurement/tools/proc_forms/bid_districts/
Covering Your Bases
2nd Base
CMBL & HUB
3rd
Base
Market,
Market,
Market
Doing
Business
with the
State of
Texas
1st Base
Preparation
The State HUB Coordinators
•
The HUB Coordinator is the HUB vendor’s
door into doing business with a state agency
and university
http://esbd.cpa.state.tx.us/agaddress/addresslist.cfm
Calendar of Events
• Economic Opportunity Forums
– HUB Forums/Fairs
– Conferences, Expos, Conventions
– Workshops, Trainings
• Hosted By
– State Agencies & Universities
– Minority and Women Councils and Trade
Organizations
http://hub.cpa.state.tx.us/eof/
Cooperative Purchasing Program
(State of Texas CO-OP)
• Local governments (municipalities,
counties, school districts, etc.)
• MHMR community centers
• Assistance organizations
Covering Your Bases
2nd Base
CMBL & HUB
3rd Base
Market,
Market,
Market
Doing
Business
with the
State of
Texas
1st Base
Preparation
Home Base
You Have Increase Your
Chances For Success
Additional Resources
•Vendor Performance
http://www.window.state.tx.us/procurement/prog/vendor_performance/
•Statewide Procurement Bid Tabulations
and Awards
http://www.window.state.tx.us/procurement/tools/bidtab/
Statewide HUB Program
Contact Information
• Paul Gibson
Program Manager
(512) 305-9071
• Ange McCrary
Compliance Team Lead
(512) 463-3444
• Suzette Ballenger
Certification Team Lead
(512) 463-3364
• Rachel Snell
Marketing Coordinator
(512) 463-6958
Toll Free
(888) 863-5881
Fax
(512) 936-2482
Website
Texas4HUBS.org
CMBL Program Contact Information
•Margaret Longest, Program Coordinator
(512) 475-2378
•Daniel Martinez,
Customer Service
(512) 463-0207
•CMBL Help Desk
(512) 463-3459
•CMBL web site:
www.http://window.state.tx.us/procurement/prog/cmbl/