Data Broker ServicesRFP # 529-07-0087
June 26, 2007
Vendor Conference
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Welcome
Introductions Steve Bailey, Manager, Enterprise Contract and Procurement
Services (ECPS)
Sherice Williams-Patty, HUB Coordinator, Administrative Services Development (ASD)
Allen Bledsoe, Director, Special Programs, State Operations
Chester Beattie, Assistant General Counsel
Housekeeping Items
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HHSC Procurement Roles
ECPS- Responsible for procurement activity
HUB- Responsible for HUB activity
Program- Responsible for project scope, requirements, performance, results, contract management/monitoring
Legal- Questions/answers and legal activity matters
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Data Broker ServicesVendor Conference Overview
Procurement Activities
HUB Items
RFP Overview
Questions Submittal
Break
Preliminary Responses to Questions
Closing Comments
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Procurement Activities
Questions & Answers
Sole Contact, Katherine Smith
Procurement Schedule
Solicitation Access
Submission Requirements
Solicitation Changes
Screening & Evaluation
Award Information
Historically Underutilized Business (HUB) Plans
Requirements
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RFP Section 4.0 Historically Underutilized Business Participation Requirements
HUB Subcontracting Plan (HSP)
Self Performance HSP
HSP Prime Contractor Progress Assessment Report
Agenda Topics
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HUB Participation Goals
Potential Subcontracting Opportunities
Vendor Intends to Subcontract
Minority or Women Trade Organizations
Self Performance
HSP Changes After Contract Award
Reporting and Compliance with the HSP
RFP Section 4.0 – Historically Underutilized Business Participation Requirements
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
If HSP is inadequate,
response will be rejected
HSP Information Page
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
HUB GOALS
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b). The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts.
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
Special reminders and instructions
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
Company Information
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
SubcontractingDeclaration
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
Self Performance Declaration
Attachment “D”
HSP Rev.9/05
HUB SUBCONTRACTING PLAN (HSP) In accordance with Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, respondents, including State of Texas certified Historically Underutilized Businesses (HUBs), must complete and submit a State of Texas HUB Subcontracting Plan (HSP) with their solicitation response.
NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Gov’t Code §2161.252(b).
The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the State of Texas Disparity Study. The HUB goals defined in 1 TAC §111.13 are: 11.9 percent for heavy construction other than building contracts, 26.1 percent for all building construction, including general contractors and operative builders contracts, 57.2 percent for all special trade construction contracts, 20 percent for professional services contracts, 33 percent for all other services contracts, and 12.6 percent for commodities contracts .
- - Agency Special Instructions/Additional Requirements - -
SECTION 1 - RESPONDENT AND SOLICITATION INFORMATION
a. Respondent (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
b. Is your company a State of Texas certified HUB? - Yes - No
c. Solicitation #:
SECTION 2 - SUBCONTRACTING INTENTIONS
After having divided the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, the respondent must determine what portion(s) of work, including goods or services, will be subcontracted. Note: In accordance with 1 TAC §111.12., a “Subcontractor” means a person who contracts with a vendor to work, to supply commodities, or contribute toward completing work for a governmental entity. Check the appropriate box that identifies your subcontracting intentions:
- Yes, I will be subcontracting portion(s) of the contract. (If Yes, in the spaces provided below, list the portions of work you will be subcontracting, and go to page 2.)
- No, I will not be subcontracting any portion of the contract, and will be fulfilling the entire contract with my own resources. (If No, complete SECTION 9 and 10.)
Line Item # - Subcontracting Opportunity Description Line Item # - Subcontracting Opportunity Description
( #1) - (#11) -
( #2) - (#12) -
( #3) - (#13) -
( #4) - (#14) -
( #5) - (#15) -
( #6) - (#16) -
( #7) - (#17) -
( #8) - (#18) -
( #9) - (#19) -
(#10) - (#20) -
*If you have more than twenty subcontracting opportunities, a continuation page is available at http://www.tbpc.state.tx.us/hub/forms/index.html
Page 1
HSP Information Page
If more than 20, provide attached
list
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
One page for each area
subcontracted(listed on page 1)
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
List Line # and Subcontracting
Opportunity
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Protégéperforming the
work
Skip to Sections 8 and 10
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Professional Services Category
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Good Faith Efforts to find Texas Certified HUB Vendors
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Contact HUB Trade
Organization
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Written Notification
Requirements
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
List 3 HUBs Contacted
for this Subcontracting
Opportunity
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
List Subs to be used (HUBs & Non-HUBs) for
this Subcontracting
Opportunity
Enter your company’s name here: Solicitation #:
IMPORTANT: You must complete a copy of this page for each of the subcontracting opportunities you listed in SECTION 2. You may photocopy this page or downl oad copies at http:www.tbpc.state.tx.us.hubforms/index.html.
SECTION 3 - SUBCONTRACTING OPPORTUNITY
Enter the line item number and description of the subcontracting opportunity you listed in SECTION 2.
Line Item # Description:
SECTION 4 - MENTOR-PROTÉGÉ PROGRAM
If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting their Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the portion of work (subcontracting opportunity) listed in SECTION 3, constitutes a good faith effort towards that specific portion of work. Will you be subcontracting the portion of work listed in SECTION 3 to your Protégé?
- Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 5.)
SECTION 5 - PROFESSIONAL SERVICES CONTRACTS ONLY This section applies to Professional Services Contracts only. All other contracts go to SECTION 6.
Does your HSP contain subcontracting of 20% or more with HUB(s)? - Yes (If Yes, complete SECTION 8 and 10.) - No / Not Applicable (If No or Not Applicable, go to SECTION 6.)
In accordance with Gov’t Code §2254.004, “Professional Services" means services: (A) within the scope of the practice, as defined by state law of accounting; architecture; landscape architecture; land surveying; medicine; optometry; professional engineering; real estate appraising; or professional nursing; or (B) provided in connection with the professional employment or practice of a person who is licensed or registered as a certified public accountant; an architect; a landscape architect; a land surveyor; a physician, including a surgeon; an optometrist; a professional engineer; a state certified or state licensed real estate appraiser; or a registered nurse.
SECTION 6 - NOTIFICATION OF SUBCONTRACTING OPPORTUNITY Complying with a, b and c of this section constitutes Good Faith Effort towards the portion of work listed in SECTION 3. After performing
the requirements of this section, complete SECTION 7, 8 and 10.
a. Provide written notification of the subcontracting opportunity listed in SECTION 3 to three (3) or more HUBs. Use the State of Texas’ Centralized Master Bidders List (CMBL), found at http://www.tbpc.state.tx.us/cmbl/cmblhub.htm, and its HUB Directory, found at http://www.tbpc.state.tx.us/cmbl/hubonly.html, to identify available HUBs. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
b. Provide written notification of the subcontracting opportunity listed in SECTION 3 to a minority or women trade organization or development center to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their member s/participants. A list of trade organizations and development centers may be accessed at http://www.tbpc.state.tx.us/hub/minoritywomenbuslinks.htm . Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed.
c. Written notifications should include the scope of the work, information regarding the location to review plans and specifica tions, bonding and insurance requirements, required qualifications, and identify a contact person. Unless the contracting agency has specified a different time period, you must allow the HUBs no less than five (5) working days from their receipt of notice to respond, and provide notice of your subcontracting opportunity to a minority or women trade organization or development center no less than five (5) working days prior to the submission of your response to the contracting agency.
SECTION 7 - HUB FIRMS CONTACTED FOR SUBCONTRACTING OPPORTUNITY
List three (3) State of Texas certified HUBs you notified regarding the portion of work (subcontracting opportunity) listed in SECTION 3. Specify the vendor ID number, date you provided notice, and if you received a response. Note: Attach supporting documentation (letters, phone logs, fax transmittals, electronic mail, etc.) demonstrating evidence of the good faith effort performed. Company Name VID # Notice Date
(mm/dd/yyyy) Was Response Received?
/ / - Yes - No
/ / - Yes - No
/ / - Yes - No
SECTION 8 - SUBCONTRACTOR SELECTION
List the subcontractor(s) you selected to perform the portion of work (subcontracting opportunity) listed in SECTION 3. Also, specify the expected percentage of work to be subcontracted, the approximate dollar value of the work to be subcontracted, and indica te if the company is a Texas certified HUB.
Company Name VID # Expected % of Contract
Approximate Dollar Amount
Texas Certified HUB?
% $ - Yes - No*
% $ - Yes - No*
*If the subcontractor(s) you selected is not a Texas certified HUB, provide written justification of your selection process below:
HSP Information Page
Reason why HUB was not selected for this Subcontracting
Opportunity
Enter your company’s name here:
Solicitation #:
SECTION 9
- SELF PERFORMANCE JUSTIFICATION (If you responded “No” to SECTION 2, you must complete SECTION 9 and 10.)
Does your response/proposal contain an explanation demonstrating how your company will fulfill the entire contract with its own resources?
- Yes If Yes, in the space provided below, list the specific page/section of your proposal which identifies how your compa ny will perform the entire contract with its own equipment, supplies, materials and/or employees.
- No If No, in the space provided below, explain how your company w ill perform the entire contract with its own equipment, supplies, mate rials, and/or em ployees.
SECTION 10
- AFFIRMATION
As evidenced by my signature below , I affirm that I am an authorized representative of the respondent listed in SECTIO N 1, and that the information and supporting docum entation subm itted with the HSP are true and correct. Respondent understands and agrees that, if awarded any portion of the solicitation:
The respondent must submit monthly compliance reports (Prime Contractor Progress Assessment Report – PAR) to the contracting agency, verifying their compliance with the HSP, including the use/expenditures they have m ade to subcontractors. (The PAR is available at http://www.tbpc.state.tx.us/hubbid/forms/index.htm l).
The respondent must seek approval from the contracting agency prior to making any modifications to their HSP. If the HSP is modified w ithout the contracting agency’s prior approval, respondent may be subject to debarment pursuant to Gov’t Code §2161.253(d).
The respondent must, upon request, allow the contracting agency to perform on -site reviews of the company’s headquarters and/or work-site where services are to be performed and must provide documents regarding staff and other resources.
____________________________________ _________________________________ ___________________ ___________________
HSP Information Page
Self Performance Explanation
Enter your company’s name here:
Solicitation #:
SECTION 9
- SELF PERFORMANCE JUSTIFICATION (If you responded “No” to SECTION 2, you must complete SECTION 9 and 10.)
Does your response/proposal contain an explanation demonstrating how your company will fulfill the entire contract with its own resources?
- Yes If Yes, in the space provided below, list the specific page/section of your proposal which identifies how your compa ny will perform the entire contract with its own equipment, supplies, materials and/or employees.
- No If No, in the space provided below, explain how your company w ill perform the entire contract with its own equipment, supplies, mate rials, and/or em ployees.
SECTION 10
- AFFIRMATION
As evidenced by my signature below , I affirm that I am an authorized representative of the respondent listed in SECTIO N 1, and that the information and supporting docum entation subm itted with the HSP are true and correct. Respondent understands and agrees that, if awarded any portion of the solicitation:
The respondent must submit monthly compliance reports (Prime Contractor Progress Assessment Report – PAR) to the contracting agency, verifying their compliance with the HSP, including the use/expenditures they have m ade to subcontractors. (The PAR is available at http://www.tbpc.state.tx.us/hubbid/forms/index.htm l).
The respondent must seek approval from the contracting agency prior to making any modifications to their HSP. If the HSP is modified w ithout the contracting agency’s prior approval, respondent may be subject to debarment pursuant to Gov’t Code §2161.253(d).
The respondent must, upon request, allow the contracting agency to perform on -site reviews of the company’s headquarters and/or work-site where services are to be performed and must provide documents regarding staff and other resources.
____________________________________ _________________________________ ___________________ ___________________
HSP Information Page
Signature Affirms that
True and Correct
Information is Provided
HUB Subcontracting Plan (HSP)
Prime Contractor Progress Assessment Report This form must be completed and submitted to the contracting agency each month to document compliance with your HSP.
Contract/Requisition Number: Date of Award: Object Code: (mm/dd/yyyy) (Agency Use Only)
Contracting Agency/University Name:
Contractor (Company) Name: State of Texas VID #:
Point of Contact: Phone #:
Reporting Period: - Jan. - Feb. - Mar. - Apr. - May - Jun. - Jul. - Aug. - Sept. - Oct. - Nov. - Dec. (Check only one Month)
Total Contract Amount Paid this Reporting Period to Contractor: $
Report HUB and Non-HUB subcontractor information
Subcontractor’s Name Subcontractor’s VID or HUB Certificate Number
Total Contract $ Amount from HSP with Subcontractor
Total $ Amount Paid This Period to Subcontractor
Total Contract $ Amount Paid
to Date to Subcontractor
Object Code (agency use only)
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
TOTALS: $ $ $
Signature: Title: Date:
HSP-PAR Rev. 9/05
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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HSP Assistance from TBPC
HUB Subcontracting Plan (HSP) Forms
Step-by-step instructions and an audio on “How to Complete an HSP ” is located on the Texas Building and Procurement Commission’s (TBPC’s) website at: http://www.tbpc.state.tx.us/communities/procurement/prog/hub/hub-subcontracting-plan
How to Complete an HSPPlay Windows Media Version (2.9 mb download)Play Macromedia Flash version (1.8 mb download)Read Video Transcript (.rtf file) (43k download)
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Administrative Services Development HUB Program Office
Robert L. Hall, C.P.M.
Administrative Services Development Director (512) 424-6596 [email protected]
Carlos Balderas, HUB Administrator (512) 424-6896 [email protected]
Sherice Williams-Patty, HUB Administrator (512) 424-6903 [email protected]
General Information
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General Information
Mission Statement
The mission of the Health and Human Services Commission (HHSC) in this procurement is to contract with a single qualified vendor, to provide services and technology that will assist HHSC in the determination and administration of client eligibility for receiving client services.
Mission Objective
To enter into a contract in which the contractor will: Provide services and technology that will assist HHSC in the
determination of client eligibility and verification of information provided by clients applying for or receiving client services
Provide services and technology for a re-certification of eligibility process, based on a system of objective, risk-based factors and conditions, which will assist HHSC staff in determining if clients can be automatically re-certified without a personal interview or requiring additional information from a client.
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Project Timeline
RFP Release Date June 11, 2007
Vendor Pre-Proposal Conference June 26, 2007
Vendor Questions due by 5pm CDT June 26, 2007
HHSC Responses to VendorQuestions Posted July 10, 2007
Vendor Proposals due by 5pm CDT August 6, 2007
Optional Vendor Demonstrations/Oral August 27, 2007—Presentations August 31, 2007
Tentative Award Announcement October 1, 2007
Anticipated Contract Start Date November 1, 2007
Scope of Work
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Scope of Work
HHSC is seeking the assistance of a vendor to establish and implement Data Broker Services that meets the following general design requirements: Client eligibility determination
Re-certification of benefits
Continued…
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Scope of Work
Provides the following services to help determine client eligibility: Credit history information
Texas vehicle registration information
Texas criminal history, Texas property records, Social Security Number (SSN) death master file
Industry standard web service interface with the Texas Workforce Commission (TWC)
Single web-based portal for SAVERR
Initial Training sessions for hardware requirements, set-up procedures, overview of available data, permissible purpose for requesting data, how to read/use data, limitations on the use of data, hands on training for using the Data Broker System
Procedures to measure and control PERM within Medicaid and CHIP to within a four (4) percent error rate, or established federal guidelines
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Scope of Work
Successful Vendor will provide the following Transition the current data broker function from the existing
vendor Manage, distribute and account for all information that is
provided Monitor quality of service provided Data is collected as required by HHSC Corrective action if operational or quality problems arise Unlimited access to the database as HHSC determines
necessary Disaster Recovery Plan Ability for HHSC to add new related services Maintain accountability to HHSC
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Scope of Work
Transaction Response Times Not to exceed eight (8) seconds
Is measured and calculated on a daily basis
System Development Documentation
Detailed Work plans updated
Schedules for all system components
Acceptance testing
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Scope of Work
System Maintenance and Enhancement Maintain optimized levels
Defined including interfaces
Defined software development initiative
Procedures for communicating with users about operations and applications software upgrades and for implementing these upgrades
Provide preventive maintenance program
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Scope of Work
System Availability Provide a minimum of 99.5 percent Uptime in each calendar
month
Downtime defined as any service outage that occurs outside of the defined required availability
Downtime begins when the Vendor discovers the outage or is notified by HHSC
Downtime attributable exclusively to telephony communications or HHSC’s communication network failure
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Scope of Work
Technology Updates Must include an optional technology refresh of hardware and
software at no additional expense to HHSC
Management Plans are operating tools for the life of the Contract. Such plans include the following: Project Management Plan will include defined expectations of
the contract deliverables, schedule for key activities and milestones Project Tracking Quality Management Change Management Risk Management Problem Management Integration Management Configuration Management
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Scope of Work
Implementation Plan describes how the transition of functions, facilities and processes will transition from the current vendor to the awarded vendor
Schedule of key milestones
Outline of procedures to be followed
Identify key issues that need to be addressed
Identify roles and responsibilities
Point of contact and procedures for managing problems/issues
Implementation test plan which allows for at least two trial conversion tests
Contingency plan for failed transition of services
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Scope of Work
Acceptance Testing Plan will define the responsibilities of the Vendor and HHSC
Acceptance Test Work Plan-define activities
Stakeholder Responsibilities-describe the activities for various stakeholder groups and their responsibilities
Define Acceptance testing criteria (metrics)
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Scope of Work
Security Management Plan must include methods for resolving the following major security concerns:
Environmental
Physical Site
Computer Hardware
Computer software
Data Access and Storage
Client/User
Telecommunications
Network
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Scope of Work
Training and Communication Plan must provide comprehensive strategy to train and communicate to internal/external stakeholders. Plan must include but is not limited to the following: Audiences; Internal/External Description of the types of training/communications Description of methods of delivery Communication Procedures, protocols and feedback systems to
coordinate daily operational activities Methods for training course evaluation Methods for identifying HHSC ongoing training/communication
needs Requirement for providing printed material Tasks, deliverables and milestones
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Scope of Work
Disaster Recovery Plan/Business Continuity Plan must include the following:
Processes/procedures to provide for uninterrupted service delivery for all services
A provision for annual testing procedures
Courses of action to address potential and probable issues or problems that could occur during operations
Location of all disaster recovery operations must also be identified and approved by HHSC
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Scope of Work
Transition Plan must describe the vendor’s role and responsibilities during a transition period to a new vendor. The plan must include but is not limited to the following:
Issues that need to be addressed during a transition period
Vendor’s/HHSC/Stakeholders roles and responsibilities
Outline key milestones
Outline or procedures to follow
The method of identifying, documenting and transferring assets
A contact person/procedures for managing problems/issues
Contingency for failed transition of services
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Performance Measures and Associated Remedies
General Performance Standards Monitoring
Evaluation will be performed on a regular basis to determine accuracy, timeliness of expectations and activities outlined.
Remedies and Liquidated Damages
Written ten (10) day notice
Specified “cure period” will allow written response from the vendor an opportunity to address the potential damages
Vendor Questions
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