Doing Business with UTEP

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Transcript Doing Business with UTEP

Texas Health and Human Services Commission (HHSC)
Procurement and Contracting Services (PCS)
Pre-Proposal Conference
Strategic Prevention Framework (SPF)
Partnerships for Success (PFS)
Request for Proposals # 537-16-141998
Date: April 20, 2015
Time: 2:00 pm
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Welcome
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Introductions
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Mahsa Azadi, HHSC Procurement and Contracting
Services (PCS)
Albert Yeung, Mental Health and Substance Abuse
(MHSA) Division, DSHS
Michael Herman, HUB Coordinator, HHSC (PCS)
Housekeeping Items
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Proposal Conference Overview
Procurement Activities
 Program Overview
 HUB Items
 Questions Submittal
 Break
 Preliminary Responses to Questions
 Closing Comments
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Procurement Activities
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Sole Point of Contact – Section III.A.
Questions & Answers – Section III.A.
Solicitation Access
http://www.hhsc.state.tx.us/about_hhsc/BusOpp/contract-opportunities.asp
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RFP Amendment and Announcements
Submission Requirements – Section III.D.
Evaluation Criteria & Screening – Section IV.
Schedule of Events – Section I.D.
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Schedule of Events
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RFP Release Date
Pre-Proposal Conference
Deadline for Submitting Questions
Letter of Intent Due [Recommended]
Post Answers to Vendor Questions
Deadline for Submission of Proposals
Post Tentative Award Announcement
Anticipated Contract Begin Date
04/06/2015
04/20/2015
04/22/2015
04/22/2015
04/27/2015
05/06/2015
06/29/2015
09/01/2015
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HUB Subcontracting Plan
(HSP) Requirements
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HUB Topics
I. RFP Section V-F Historically Underutilized
Business Participation Requirements
II. HUB Subcontracting Plan Development
and Submission – Section 5.4
III. HSP Quick Checklist – Handout
IV. HSP Methods – Section 5.6.3-5.6.7
V. HSP Prime Contractor Progress
Assessment Report – Section 5.7
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I. Historically Underutilized
Business Participation
Requirements
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I. RFP Section 5.0 Historically
Underutilized Business
Participation Requirements
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HUB Participation Goals – Section 5.3
•
Potential Subcontracting Opportunities – Section
5.5
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Centralized Master Bidders List and HUB Directory –
Section 5.5
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Vendor Intends to Subcontract – Section 5.6
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I. RFP Section 5.0 Historically
Underutilized Business Participation
Requirements (cont.)
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Minority or Women Trade Organizations – Section
5.6.6
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Self Performance – Section 5.6.7
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HSP Changes After Contract Award – Section 5.7
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Reporting and Compliance with the HSP – Section
5.7
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II. HUB Subcontracting Plan (HSP)
Development and Submission
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If HSP is
inadequate,
response will be
rejected
HUB GOALS
Special
reminders and
instructions
HSP
Information
Page
12
III. HSP Quick Checklist
** See Checklist Handout**
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IV. HSP Methods
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METHOD OPTIONS
A Respondent may choose from one of the
following methods when completing the
HSP:
• Method I – if 100% of your subcontracting
opportunities will be performed using only HUB
vendors;
• Method II – if one or more of the subcontracting
opportunities identified will be performed using HUB
protégé’s;
• Method III – if a combination of HUBs and Non-HUBs
are used to perform the subcontracting work identified
AND the HUB goal identified in the solicitation is met
or exceeded;
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METHOD OPTIONS
A Respondent may choose from one of the
following methods when completing the HSP
(cont.):
• Method IV – if a combination of HUBs and Non-HUBs
are used to perform the subcontracting work identified
AND the HUB goal identified in the solicitation is not
met or exceeded.
• Method V - if the Respondent intends to self perform
all of the work utilizing their own resources,
equipment, employees, and supplies.
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ALL METHODS
For ALL Methods the following steps are
required to be completed on the HSP Form:
• Page 1 - Section 1 - Respondent and Requisition
Information;
• Page 2 - Company and Requisition Information
• Page 2 - Section 2(a) – Subcontracting Intentions
• Section 4 – Affirmation and Sign
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METHOD I
If all (100%) of your subcontracting
opportunities will be performed using only
HUB vendors, complete:
• Section 1;
• Section 2 b. – List all the portions of work you will
subcontract, and indicate the percentage of the
contract you expect to award to HUB vendors;
• Section 2 c. – Yes;
• HSP GFE Method A (Attachment A) – Complete
this attachment for each subcontracting
opportunity.
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METHOD II
If any of your subcontracting opportunities
will be performed using HUB protégés,
complete:
• Section 1;
• Section 2 b. – List all the portions of work you
will subcontract, and indicate the percentage of
the contract you expect to award to HUB
vendors;
• HSP GFE Method B (Attachment B) – Complete
Section B-1 and Section B-2 only for each
subcontracting opportunity as applicable.
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METHOD III
If you are subcontracting with HUBs and Non-HUBs,
and the aggregate percentage of subcontracting with
HUBs in which the HUB Goal identified in the
solicitation is met or exceeded , complete:
•
Section 1;
•
Section 2 b. – List all the portions of work you will
subcontract, and indicate the percentage of the
contract you expect to award to HUB vendors and Non
HUB vendors;
•
Section 2 c. – No;
•
Section 2 d. – Yes;
•
HSP GFE Method A (Attachment A) – Complete this
attachment for each subcontracting opportunity.
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METHOD IV
If you are subcontracting with HUBs and Non-HUBs,
and the aggregate percentage of subcontracting with
HUBs, holding an existing contract with HUBs for 5
years or less, does not meet or exceed the HUB Goal
identified in the solicitation, complete:
•
Section 1;
•
Section 2 b. – List all the portions of work you will
subcontract, and indicated the percentage of the
contract you expect to award to HUB vendors and Non
HUB vendors;
•
Section 2 c. – No;
•
Section 2 d. – No;
•
HSP GFE Method B (Attachment B) – Complete this
attachment for each subcontracting opportunity.
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Complete Section
2-b; List all the
portions of work
you will subcontract,
and indicated the %
of the contract you
expect to award to
HUBs and Non-HUBs.
Complete Section
2-c; No, to using
only HUBs to
perform all
Subcontracting
Opportunities in 2-b.
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Complete Section
2-d; No, to the
Aggregate % of the
contract expected to
be subcontracted to
HUBs to meet or
exceed the HUB
goal, which you
have a contract
agreement in place
for five (5) years or
less.
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HSP GFE Method B
(Attachment B)
Complete
Section B-1; and
Section B-2
only for each
subcontracting
opportunity.
Good Faith
Efforts to find
Texas Certified
HUB Vendors
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HSP GFE Method B
(Attachment B)
Written
Notification
Requirements
List 3 HUBs
Contacted
for this
Subcontracting
Opportunity
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HSP GFE Method B
(Attachment B)
Written
Notification
To Trade
Organizations
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HSP GFE Method B
(Attachment B)
List Trade
Organizations
Notified with
Dates
Sent/Accepted.
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HSP GFE Method B
(Attachment B)
Provide written
justification why
a HUB was not
selected for this
Subcontracting
Opportunity
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METHOD V
If you are not subcontracting any portion of
the contract and will be fulfilling the entire
contract with your own resources (i.e.,
equipment, supplies, materials, and/or
employees), complete:
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•
All of the steps in Slides Section ;
Section 3 – Self Performing Justification
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Section 3; Self
Performing
Justification
List the specific
page(s)/section(s)
of your proposal
response, OR in the
space provided,
which explains how
your company will
perform the entire
contract with its
own equipment,
supplies, materials
and/or employees.
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HUB Subcontracting Opportunity
Notification Form
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Sample for
Respondent’s
Use.
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V. HSP Prime Contractor Progress
Assessment Report
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HSP Prime
Contractor
Progress
Assessment
Report
• Required with
ALL Pay Requests
• List ALL Sub
payments
(HUBs & Non-HUBs)
• Required even if
not subcontracting
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Texas Health and Human Services
Commission
HUB
Closing Comments
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Texas Health and Human Services Commission (HHSC)
Procurement and Contracting Services (PCS)
Questions Submittal
Followed by Break
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Customer Relationship Management RFP
Non-Binding responses to Vendor Questions
Responses given at the Vendor Conference
are non-binding verbal responses to vendor
questions. Binding responses will be posted
on the HHSC Contract Opportunity website by
or around April 27, 2015.
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Texas Health and Human Services Commission
Closing Comments
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