10-01 745-26-P19.pdf

Biotech Research, Clinical Diagnostics, and Equipment Catalog

745-26-P19

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

REQUEST FOR PROPOSAL

OGC Template 0525 by

The University of Texas Health Science Center at San Antonio for

Selection of a Vendor to Provide

Biotech Research, Clinical Diagnostics, and Equipment Catalog

RFP No. 745-26-P19 Submittal Deadline:

3:00 PM – Central Prevailing Time – Thursday – June 4, 2026

Issued: 8:00 AM -Central Prevailing Time – Thursday – May 7, 2026 https://uthscsa.edu/ https://wp.uthscsa.edu/purchasing/

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

TABLE OF CONTENTS

SECTION 1: INTRODUCTION

SECTION 2: NOTICE TO PROPOSER

SECTION 3: SUBMISSION OF PROPOSAL

SECTION 4: ACKNOWLEDGEMENT OF TERMS AND CONDITIONS

SECTION 5: SPECIFICATIONS AND ADDITIONAL QUESTIONS

SECTION 6: PRICING AND DELIVERY SCHEDULE

ATTACHMENTS:

APPENDIX ONE: PROPOSAL REQUIREMENTS

A01A – Appendix One, Section One – General Information A01B - Appendix One, Section Two – Execution of Offer A01C – Appendix Three, Section Three – General Questionnaire A01D – Appendix Four, Section Four – Addend Checklist

APPENDIX TWO: TERMS AND CONDITIONS

APPENDIX THREE: HUB SUBCONTRACTING PLAN

APPENDIX FOUR: RISK ASSESSMENT

APPENDIX FIVE: TX-RAMP NOTICE

APPENDIX SIX: POLICY DRIVEN ADOPTION FOR ACCESSIBILITY

(PDAA) VENDOR ASSESSMENT

APPENDIX SEVEN: USAGE BY MONTH

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

SECTION 1

INTRODUCTION

1.1 Description of University

UT Health San Antonio, the academic health center of The University of Texas at San Antonio (UT San Antonio), is the primary driver of San Antonio’s $44.1 billion healthcare and biosciences sector, the city’s largest economic segment. It offers a comprehensive network of inpatient and outpatient care facilities staffed by medical, dental, nursing and allied health professionals who provide more than 2.5 million patient visits each year. As the academic health center of UT San Antonio, it is supported by six health professional schools. UT Health San Antonio plans continued growth over the next five years, adding more health-related jobs for the city and region. To learn about the many ways “We make lives better®,” visit UTHealthSA.org.

1.2 Background and Special Circumstances

The University of Texas Health Science Center at San Antonio (UTHSA) depends on reliable suppliers of products and services to carry out our mission. UTHSA is currently nearing the end of its existing agreement for products and services as further described in Section Five (Scope of Work) and is conducting this RFP to establish a new contract with a supplier.

Products are routinely ordered by departments and staff through Jagger based punchout catalogs. The importance of online ordering has increased with the increase in telecommuting and UTHSA requires an increase in suppliers that offer this service.

University may, at its discretion, to enable Contractor’s catalog or online shopping portal, if available, within its Jaggaer eProcurement system, and Contractor agrees to reasonably support such enablement, including provision of online punch-out, hosted catalog data, and/or updates as requested. Contractor should indicate within their proposal if they have experience enabling their catalog or online shopping portal with Jaggaer.

No Guarantee of Volume. UTHSA does not solicit or guarantee any specific amount of compensation, volume, minimum, or maximum amount of Services under this RFP or any contract or agreement resulting from this RFP.

Multi-Award. UTHSA reserves the right to multi-award this RFP.

1.3 Objective of Request for Proposal

The University is soliciting proposals in response to this Request for Proposal RFP 745- 26-P19, from qualified proposers to provide operational guidance services (the “Services”) for Biotech Research, Clinical Diagnostics, and Equipment Catalog are more defined in Section 5 (Scope of Work) of this RFP.

https://www.uthscsa.edu/ https://uthscsa.edu/?utm_source=uthealthsaorg&utm_medium=pageredirect&utm_campaign=uthealthsa

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

1.4 Group Purchase Authority

Texas law authorizes institutions of higher education (defined by §61.003, Education Code) to use the group purchasing procurement method (ref. §§51.9335, 73.115, and 74.008, Education Code). Additional Texas institutions of higher education may therefore elect to enter into a contract with the successful Proposer under this RFP. In particular, Proposer should note that University is part of The University of Texas System (UT System), which is comprised of fourteen institutions described at http://www.utsystem.edu/institutions. UT System institutions routinely evaluate whether a contract resulting from a procurement conducted by one of the institutions might be suitable for use by another, and if so, this RFP could give rise to additional purchase volumes. As a result, in submitting its proposal, Proposer should consider proposing a pricing model and other commercial terms that take into account the higher volumes and other expanded opportunities that could result from the eventual inclusion of other institutions in the purchase contemplated by this RFP. Any purchases made by other institutions based on this RFP will be the sole responsibility of those institutions.

1.5 Public Information

All information, documentation, and other materials submitted in response to this solicitation are considered non-confidential and/or non-proprietary and are subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) after the solicitation is completed.

1.6 Transition Plan

As a government entity, UTHSA is obligated by statute to re-solicit, or to leverage eligible Group Purchasing Organization contracts, to continue this service upon expiration or termination of this agreement. Awarded Proposer agrees that if the Signed Agreement expires or is terminated for any reason, then, at University’s option, Awarded Proposer will continue to perform the Biotech Research, Clinical Diagnostics, and Equipment Catalog in accordance with the terms and conditions of the Signed Agreement until University contracts with a new qualified and experienced contractor(s) to perform the Research, Clinical Diagnostics, and Equipment Catalog or is able to perform the Research, Clinical Diagnostics, and Equipment Catalog in-house; provided, that, Awarded Proposer will not be required to continue performing the Research, Clinical Diagnostics, and Equipment Catalog for more than four (4) months after expiration or termination of the Signed Agreement.

Awarded Proposer agrees to cooperate with, and assist, University’s efforts to transition to another contractor(s) or to perform the Research, Clinical Diagnostics, and Equipment Catalog in-house.

http://www.statutes.legis.state.tx.us/Docs/ED/htm/ED.61.htm#61.003 http://www.statutes.legis.state.tx.us/Docs/ED/htm/ED.51.htm#51.9335 http://www.statutes.legis.state.tx.us/Docs/ED/htm/ED.73.htm#73.115 http://www.statutes.legis.state.tx.us/Docs/ED/htm/ED.74.htm#74.008 http://www.utsystem.edu/institutions https://statutes.capitol.texas.gov/Docs/GV/htm/GV.552.htm

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

1.7 Proposer Provided Agreement

Proposers will be required to submit their standard contractual agreement as part of their submission.

UTHSA will review this agreement and supplement it with UTHSA’s Terms and Conditions (APPENDIX TWO), which shall take precedence and serve as the governing conditions for the final executed contract.

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

SECTION 2

NOTICE TO PROPOSER

2.1 Submittal Deadline

University will accept proposals submitted in response to this RFP until 3:00 PM Central Prevailing Time, Thursday – June 4, 2026, via our e-Procurement Website Euna (formally Bonfire).

2.1.1 When submitting your proposal – follow the directions in Euna.

1. Each document that is required must be submitted individually, completed, and signed (if applicable). DO NOT UPLOAD ALL FILES TOGETHER

2.1.2 If during your submission, you encounter any technical issues – you must contact Euna

Support directly for assistance or by calling 1-844-226-3862

1. After contacting Euna, inform the Strategic Sourcing Specialist that you have reached out to Euna due to technical issues.

2.1.3 Euna offers a Help Forum which you can access by clicking here.

2.2 RFP Contact Information and Questions

2.2.1 Interested parties MUST direct questions (ALL QUESTIONS MUST GO THROUGH Euna) about this RFP through Euna Opportunity Q&A.

Located in the Project Details (see below).

https://uthscsa.bonfirehub.com/portal/?tab=openOpportunities https://uthscsa.bonfirehub.com/portal/?tab=openOpportunities mailto:support.bonfire@eunasolutions.com mailto:support.bonfire@eunasolutions.com https://uthscsa.bonfirehub.com/portal/support https://uthscsa.bonfirehub.com/portal/support

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

University instructs interested parties to restrict all contact and questions regarding this RFP to written communications delivered (i) in accordance with this Section on or before 3:00 PM Central Prevailing Time, Tuesday – May 19, 2026 (Question Deadline), or (ii) if questions relate to Historically Underutilized Businesses, in accordance with Section 2.5.

University will provide responses as soon as practicable following the Question Deadline.

University intends to respond to all timely submitted questions. However, University reserves the right to decline to respond to any question.

If submitting multiple questions, submit them in one submission (not multiple submissions).

2.3 Criteria for Selection

The successful Proposer, if any, selected by University through this RFP will be the Proposer that submits a proposal on or before the Submittal Deadline that is the most advantageous to University. Contractor means the successful Proposer under this RFP.

Proposer is encouraged to propose terms and conditions offering the maximum benefit to University in terms of (1) service, (2) total overall cost, and (3) project management expertise.

The evaluation of proposals and the selection of Contractor will be based on the information provided in the proposal. University may consider additional information if University determines the information is relevant.

University reserves the right to award a Contract for all or any portion of the requirements proposed by reason of this request, award multiple Contracts, or to reject any and all proposals if deemed to be in the best interest of the University and to re-solicit for proposals.

Criteria to be considered by University in evaluating proposals and selecting Contractor, will be these factors:

2.3.1 Threshold Criteria Not Scored

A. Ability of University to comply with laws regarding Historically Underutilized Businesses; and

B. Ability of University to comply with laws regarding purchases from persons with disabilities.

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

2.3.2 Scored Criteria

A. Cost of goods and services (20 Points).

B. Reputation of the Proposer and of the Proposer's goods or services (20 Points).

C. Quality of the Proposer's goods or services (15 Points).

D. Extent to which the goods or services meet the University's needs (20 Points).

E. Proposer's past relationship with the University (10 Points).

F. Proposer’s exceptions to the terms and conditions set forth in Section 4 (5 Points).

G. Other “Value Add” goods or services provided (10 Points).

2.4 Key Events Schedule

Date RFP Issued 8:00 AM Central Prevailing Time, Thursday – May 7,, 2026

Question Deadline 3:00 PM Central Prevailing Time, Tuesday – May 19, 2026 (ref. Section 2.2)

Submittal Deadline 3:00 PM Central Prevailing Time, Thursday – June 4, 2026 (ref. Section 2.1)

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

2.5 Historically Underutilized Businesses

2.5.1 All agencies of the State of Texas are required to make a good faith effort to assist historically underutilized businesses (HUBs) in receiving contract awards. The goal of the HUB program is to promote full and equal business opportunity for all businesses in contracting with state agencies. Pursuant to the HUB program, if under the terms of any agreement or contractual arrangement resulting from this RFP, Contractor subcontracts any Work, then Contractor must make a good faith effort to utilize HUBs certified by the Procurement and Support Services Division of the Texas Comptroller of Public Accounts.

Proposals that fail to comply with the requirements contained in this Section 2.5 will constitute a material failure to comply with advertised specifications and will be rejected by University as non-responsive. Additionally, compliance with good faith effort guidelines is a condition precedent to awarding any agreement or contractual arrangement resulting from this RFP. Proposer acknowledges that, if selected by University, its obligation to make a good faith effort to utilize HUBs when subcontracting any Work will continue throughout the term of all agreements and contractual arrangements resulting from this RFP. Furthermore, any subcontracting of Work by the Proposer is subject to review by University to ensure compliance with the HUB program.

2.5.2 University has reviewed this RFP in accordance with 34 TAC §20.285, and has determined that subcontracting opportunities are probable under this RFP.

2.5.3 A HUB Subcontracting Plan (HSP) is a required part of the proposal. The HSP will be developed and administered in accordance with University’s Policy on Utilization of Historically Underutilized Businesses, attached as APPENDIX THREE.

Each Proposer must complete and return the HSP in accordance with the terms and conditions of this RFP, Including APPENDIX THREE. Proposers that fail to submit the HSP will be considered non-responsive to this RFP as required by §2161.252, Government Code.

Questions regarding the HSP may be directed to:

Contact: Rebecca A. Mendez, HUB Program Manager Phone: 210-562-6300 Email: HUBAdmin@uthscsa.edu

OR

Contact: Mary Minier, HUB Specialist Phone: 210-562-6326 Email: HUBAdmin@uthscsa.edu

Contractor will not be permitted to change its HSP unless: (1) Contractor completes a new HSP in accordance with the terms of APPENDIX THREE, setting forth all modifications requested by Contractor, (2) Contractor provides the modified HSP to University, (3) University approves the modified HSP in writing, and (4) all agreements resulting from this RFP are amended in writing to conform to the modified HSP.

https://uthscsa.edu/ https://wp.uthscsa.edu/purchasing/ https://texas-sos.appianportalsgov.com/rules-and-meetings?%24locale=en_US&interface=VIEW_TAC_SUMMARY&queryAsDate=04%2F22%2F2025&recordId=214411 http://www.statutes.legis.state.tx.us/Docs/GV/htm/GV.2161.htm#2161.252 http://www.statutes.legis.state.tx.us/Docs/GV/htm/GV.2161.htm#2161.252 mailto:HUBAdmin@uthscsa.edu mailto:HUBAdmin@uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

2.5.4 At the same time Proposer submits its proposal (no later than the Submittal Deadline (ref.

Section 2.1)), Proposer must submit the following HUB materials (HUB Materials):

(a) One (1) complete electronic copy of Proposer’s HSP through the Euna

Procurement Portal.

2.5.5 University may offer Proposer an opportunity to seek informal review of its draft HSP by University’s HUB Office before the Submittal Deadline. If University extends this offer, details will be provided at the Pre-Proposal Conference (ref. Section 2.6) or by other means. Informal review is designed to help address questions Proposer may have about how to complete its HSP properly. Concurrence or comment on Proposer’s draft HSP by University will not constitute formal approval of the HSP and will not eliminate the need for Proposer to submit its final HSP to University as instructed by Section 2.5.

2.6 Vendor Presentation

University reserves the right to hold Vendor Presentation in person at the University of Texas Health Science Center at San Antonio (or virtual). The dates and times to be determined after the first round of evaluations. Not all vendors may be invited to participate in these presentations, all dependent on first round of evaluation scores.

https://uthscsa.edu/ https://uthscsa.bonfirehub.com/portal/?tab=openOpportunities

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

SECTION 3

SUBMISSION OF PROPOSAL

3.1 Submission

Proposals must be received electronically through the University’s online Procurement Portal via Euna, on or before the Submittal Deadline (ref. Section 2.1 of this RFP). Competitive Bids will be listed on the Procurement Portal, and submissions will only be accepted through the portal.

University WILL NOT accept proposals submitted by paper, telephone, facsimile (“FAX”) transmission, or electronic mail (i.e., e-mail) in response to this RFP.

You can register for a free account by clicking here, which will be required when you prepare a submission. As part of the registration process, you may select Commodity Codes to associate with your account. This will open you up for notifications of opportunities matching your chosen codes.

If you encounter technical issues while preparing and/or submitting your proposal – you must contact Euna directly.

3.2 Proposal Validity Period

Each proposal must state that it will remain valid for University’s acceptance for a minimum of two hundred and forty days (240) days after the Submittal Deadline, to allow time for evaluation, selection, and any unforeseen delays

3.3 Terms and Conditions

3.3.1 Proposer must comply with the requirements and specifications contained in this RFP, including the Terms and Conditions (ref. APPENDIX TWO), the Notice to Proposer (ref.

Section 2), Proposal Requirements (ref. APPENDIX ONE) and the Specifications and Additional Questions (ref. Section 5). If there is a conflict among the provisions in this RFP, the provision requiring Proposer to supply the better quality or greater quantity of services will prevail, or if such conflict does not involve quality or quantity, then interpretation will be in the following order of precedence:

A. Specifications and Additional Questions (ref. Section 5).

B. Terms and Conditions (ref. APPENDIX TWO).

C. Proposal Requirements (ref. APPENDIX ONE).

D. Notice to Proposers (ref. Section 2).

https://uthscsa.edu/ https://wp.uthscsa.edu/purchasing/ https://uthscsa.bonfirehub.com/portal/?tab=openOpportunities https://uthscsa.bonfirehub.com/portal/?tab=openOpportunities mailto:support.bonfire@eunasolutions.com

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

3.4 Submittal Checklist

Proposer is instructed to complete, sign, and return the following documents as a part of its proposal. If Proposer fails to return each of the following items with its proposal, then University may reject the proposal:

3.4.1 Signed and Completed Execution of Offer (ref. Section 2 of APPENDIX ONE).

3.4.2 Signed and Completed Pricing and Delivery Schedule (ref. Section 6).

3.4.3 Responses to Proposer's General Questionnaire (ref. Section 3 of APPENDIX ONE).

3.4.4 Signed and Completed Addenda Checklist (ref. Section 4 of APPENDIX ONE).

3.4.5 Signed and completed General Terms and Conditions (ref. Section 4 of APPENDIX

ONE)

3.4.6 Responses to questions and requests for information in the Specifications and Additional

Questions Section (ref. Section 5).

3.4.7 Signed and completed originals of the HUB Subcontracting Plan or other applicable documents (ref. Section 2.5 and APPENDIX THREE).

3.4.8 Completed Risk Assessment) (ref. APPENDIX FOUR).

3.4.9 Completed and Signed TX-RAMP Notice OR FedRamp (ref APPENDIX FIVE).

3.4.10 Completed Policy Driven Adoption for Accessibility (PDAA) Vendor Assessment (ref

APPENDIX SIX).

3.4.11 Completed Accessibility Conformance Report (ACR) and/or VPAT (ref 5.2 MINIMUM

REQUIREMENTS).

3.4.12 Completed Vendor Accessibility Dev Service Infor Request (VADSIR) (ref. 5.2 MINIMUM

REQUIREMENTS).

3.4.13 Detailed Proposer Quote.

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | https://uthscsa.edu | https://wp.uthscsa.edu/purchasing/

SECTION 4

ACKNOWLEDGEMENT OF TERMS AND CONDITIONS

See Attached in Euna

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.1 General

Minimum requirements and specifications for Work, as well as certain requests for information to be provided by Proposer as part of its proposal, are set forth below. As indicated in Section 2.3, Contractor means the successful Proposer.

5.2 Minimum Requirements

Each Proposal must include information that clearly indicates that Proposer meets each of the following minimum qualification requirements (Applicable to those vendors that have the ability to produce an online catalog).

5.2.1 Selected Proposer(s) must provide an online catalog functionality utilizing the Jagger catalog platform for online order placement and e-invoicing.

5.2.2 Proposer must provide a substantially complete listing of goods and services closely matching those associated with the product categories listed in Section 5.4.1 below.

5.2.3 Pursuant to 1 TAC §213.38 (b), UT Health requires documentation providing credible evidence that the products to be included in this bid are accessible for use by persons with disabilities.

1. A completed self-assessment using the Policy Driven Adoption for

Accessibility (PDAA) (APPENDIX SIX) maturity model, using the PDAA template provided by the Texas Department of Information Resources.

2. A completed Vendor Accessibility Development Services Information

Request (VADSIR), using the VADSIR template provided by the Texas Department of Information Resources.

3. Other documentation of vendor’s capability or ability to produce accessible products and services, which may include:

a. Vendor’s internal accessibility policy documents,

b. Contractual warranties for accessibility,

c. Accessibility Conformance Reports (ACRs), based on the VPAT or OpenACR formats, for similar products or services previously provided by the vendor,

d. Accessibility testing documentation, and

e. Other examples of prior work results file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu https://wp.uthscsa.edu/purchasing/ https://texas-sos.appianportalsgov.com/rules-and-meetings?chapter=213&interface=VIEW_TAC&part=10&title=1 https://dir.texas.gov/resource-library-item/policy-driven-adoption-accessibility-pdaa-vendor-assessment-0 https://dir.texas.gov/resource-library-item/policy-driven-adoption-accessibility-pdaa-vendor-assessment-0 https://prod.dir.texas.gov/resource-library-item/vendor-accessibility-dev-services-info-request https://prod.dir.texas.gov/resource-library-item/vendor-accessibility-dev-services-info-request https://www.itic.org/policy/accessibility/vpat https://acreditor.section508.gov/

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.2.4 Proposer must have, or obtain, a TX-RAMP Level II Certification (APPENDIX FIVE) from DIR (Texas Department of Information Resources) prior to contract execution.

Information on TX-RAMP can be found on the Texas DIR website at:

https://dir.texas.gov/texas-risk-and-authorization-management-program-tx-ramp Please begin TX-RAMP Certification as soon as possible if proposer is not already certified.

5.3 Additional Questions Specific to this RFP

Proposer must submit the following information as part of Proposer’s proposal:

5.3.1 If Proposer takes exception to any terms or conditions set forth in APPENDIX

TWO), Proposer must submit a list of the exceptions. The University WILL NOT consider any modifications to the University’s Standard Terms and Conditions AFTER submittal deadline.

5.3.2 By signing the Execution of Offer (ref. Section 2 of APPENDIX ONE), Proposer agrees to comply with Certificate of Interested Parties laws (ref. §2252.908, Government Code) and 1 TAC §§46.1 through 46.5) as implemented by the Texas Ethics Commission (TEC), including, among other things, providing TEC and University with information required on the form promulgated by TEC.

Proposer may learn more about these disclosure requirements, including the applicable exceptions and use of the TEC electronic filing system, by reviewing §2252.908, Government Code, and information on the TEC website at https://www.ethics.state.tx.us/resources/FAQs/FAQ_Form1295.php.

The Certificate of Interested Parties must only be submitted by Contractor upon delivery to University of a signed Agreement.

5.3.3 UTS165 defines “Information Resources” as any and all computer printouts, online display devices, mass storage media, and all computer-related activities involving any device capable of receiving email, browsing Web sites, or otherwise capable of receiving, storing, managing, or transmitting Data including, but not limited to, mainframes, servers, Network Infrastructure, personal computers, notebook computers, hand-held computers, personal digital assistant (PDA), pagers, distributed processing systems, network attached and computer controlled medical and laboratory equipment (i.e. embedded technology), telecommunication resources, network environments, telephones, fax machines, printers and service bureaus. Additionally, it is the procedures, equipment, facilities, software, and Data that are designed, built, operated, and maintained to create, collect, record, process, store, retrieve, display, and transmit information.

5.3.4 UTS165 defines “Data” as recorded data, regardless of form or media in which it may be recorded, which constitute the original data necessary to support the business of UT System or original observations and methods of a study and the analyses of such original data that are necessary to support research activities and validate research findings. Data includes, but is not limited to printed records, observations and notes; electronic data; video and audio records, photographs and negatives):

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu https://wp.uthscsa.edu/purchasing/ https://dir.texas.gov/texas-risk-and-authorization-management-program-tx-ramp http://www.statutes.legis.state.tx.us/Docs/GV/htm/GV.2252.htm#2252.908 http://www.statutes.legis.state.tx.us/Docs/GV/htm/GV.2252.htm#2252.908 https://www.ethics.state.tx.us/rules/commission/ch46.php https://www.ethics.state.tx.us/resources/FAQs/FAQ_Form1295.php http://www.utsystem.edu/board-of-regents/policy-library/policies/uts165-information-resources-use-and-security-policy http://www.utsystem.edu/board-of-regents/policy-library/policies/uts165-information-resources-use-and-security-policy

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.3.5 UTHSA has determined that this project will require ALL Proposers to complete the Risk Assessment (Appendix Four). The Risk Assessment will establish specifications, representations, warranties, and agreements related to the EIR IT Security that Proposer is offering to provide to the University. Response to Appendix Four will be incorporated into the Agreement and will be binding on Contractor.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.4 Scope of Work

UTHSA is requesting proposals to establish a non-exclusive, multi-year agreement to provide a comprehensive catalog of laboratory instruments, reagents, consumables, accessories, and related items used in research, clinical, and instructional environments. This solicitation is intended to establish competitively sourced pricing and contractual terms for product categories reflecting historical institutional purchasing activity and anticipated future demand. The scope is designated to support departmental purchasing across multiple laboratories and operational units and to capture cumulative institutional spending associated with these product families. UTHSA currently contracts one of more non-exclusive primary supplies for portions of these items, however UTHSA is seeking a supplier for specialty items from these suppliers or as an alternative at the University’s discretion.

UTHSA is interested in evaluating and considering a wide scope of products related to Biotech Research, Clinical Diagnostics, and Equipment Catalog utilized in research, instructional, and laboratory applications. The purpose of this RFP is to establish discounts for product categories purchased by UTHSA. UTHSA is free to negotiate discounts greater than those proposed by Proposers in response to this RFP.

University may, at its discretion, to enable Contractor’s catalog or online shopping portal, if available, within its Jaggaer eProcurement system, and Contractor agrees to reasonably support such enablement, including provision of online punch-out, hosted catalog data, and/or updates as requested. Contractor should indicate within their proposal if they have experience enabling their catalog or online shopping portal with Jaggaer.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.4.1 Product Categories

A. UTHSA is requesting a comprehensive catalog covering a wide scope of products related to biotechnology, life sciences, clinical diagnostics, laboratory testing, research, and instructional application categories in the areas specified above. Proposals shall include a diverse and comprehensive product offering accessible through a punchout catalog and organized by product category, with clearly defined discount structures by category or subcategory. Proposals should include a comprehensive category listing and include discount percentages off Manufacturer’s Suggested Retail Price (MSRP) for each product category.

Proposers may propose additional categories beyond those listed below. UTHSA reserves the right to expand or refine product categories during the term of the contract.

Sample Category Product Categories Listing Antibodies Bio-Analytical Test & Measurement Biologic Drug Production Biological & Chemical Analysis Biotechnology Blood Banking Blood Typing Cell Imaging & Counting Cellular Analysis Chromatography Clinical Chemistry Coagulation Cryo Em Digital PCR DNA / RNA Electrophoresis Flow Cytometers Genetic Research Genomics Hematology Immunoassay Laboratory Supplies Media Microbiology Molecular Pipetting Reagents Resins Safety Products Sequencing Spectroscopy X-Ray Crystallography

**Note: Equipment service / maintenance contracts are excluded from this RFP. In addition, UTHSA may desire to purchase specific capital equipment of higher value through separate procurements. If Proposer(s) has specific items and/or services which cannot be offered through the Punchout catalog, please clearly identify and provide reasons in your proposal response.

5.4.2 Historic Usage

A. Appendix EIGHT contains representative historical usage data summarized by month and product description based on institutional purchase activity. The data is provided for informational and planning purposes only and reflects recurring purchasing patterns for select product types. It is not intended to represent a complete listing of items purchased, total institutional demand, or future purchasing commitments. Actual quantities and product categories are expected to be greater than that shown due to University’s continued growth and addition of new health facilities.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.4.3 Core List of Items

A. In addition to proposed discounts, UTHSA requests proposers provide a ”Core List” program. The core listed items shall receive an incentive discount for frequently purchased items by UTHSA. In addition to the category MSRP discount. The “Core List” shall be updated quarterly based on UTHSA’s past three (3) months sales. The additional discount for core items shall be consistent for all items in the “Core List”

5.4.4 New Product Introductions

A. Vendor will notify University Purchasing department monthly of new product introductions. As new products are introduced, products will be sold at list price, minus the discount for the product category the new product is placed in.

5.4.5 University Hosted Online Catalog/Punchout OR Supplier Hosted Punchout Catalog:

A. University Hosted Online Catalog / Punchout:

1. UTHSA utilizes a Jagger E-Procurement (hosted on UTHSA servers) software to provide an online shopping environment for departmental users. The successful Proposer shall coordinate with Jagger to enable a “Punchout” catalog offering products offered to department users through a customized punchout or hosted catalog. All catalog pricing shall reflect UTHSA’s discounted contracted pricing to include category and other discounts as well as promotional pricing (when applicable).

2. Provide a description of the proposed online catalog in your RFP response and detail any concerns with such a catalog. Describe how pricing is updated and managed in the system to ensure current contracted pricing is displayed on the shopping page as well as in the shopping cart.

3. UTHSA expects the majority of orders to be placed using the Jager punchout catalog and utilize a Purchase Order (PO), however orders outside the punchout catalog are possible. Please describe how non-punchout catalog orders will be managed.

4. All suppliers on our Jaggaer platform are Punchout Enabled and include electronic purchase orders (cXML PO Enabled) and electronic invoicing (cXML Invoice Enabled). This is based on our UT System instance of Jaggaer, however once we merge our Jaggaer system with UTSA this will change.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

B. Supplier Hosted Punchout Catalog:

1. All catalog pricing shall reflect UTHSA’s discounted contracted pricing to include category and other discounts as well as promotional pricing (when applicable).

2. Provide a description of the proposed online catalog in your RFP response and detail any concerns with such a catalog. Describe how pricing is updated and managed in the system to ensure current contracted pricing is displayed on the shopping pages as well as in the shopping cart.

3. UTHSA expects the majority of orders to be placed utilizing a Purchase Order (PO)..

4. Include electronic purchase orders (cXML PO Enabled) and electronic invoicing (cXML Invoice Enabled).

5. Reference 5.9 Brand Standards and 5.10 Website Design below.

5.4.6 Discounts

A. Proposers shall provide a single discount for each product category or sub-category as determined by the Proposer. The proposed discount will apply to all items within a product category for the duration of the contract. In the event new product categories are introduced, the proposer shall notify UTHSA’s Purchasing Department prior to the sale of any product within the new category. The new category will receive a discount level that has been mutually agreed upon between the proposer and UTHSA’s Purchasing Department.

5.4.7 Sales and Promotional Pricing

A. Sales and promotional pricing should be provided to UTHSA when available.

Please describe and elaborate on your company’s sales and promotion program 9s) and elaborate on how sales or promotional pricing is incorporated into a punchout catalog.

5.4.8 Minimum Order

A. There should be NO MINIMUM order requirement. In the event that there is a justifiable reasoning for an order minimum, a request should be made in writing to UTHSA Purchasing Department. The request must detail the reason(s) for order minimum and offer an added benefit to UTHSA for utilizing the order minimum.

5.4.9 Freight/Shipping

A. All pricing shall be delivered price to UTHSA and inclusive of any freight, shipping, or other charges.

5.4.10 Delivery Times

A. Prompt delivery is expected for all orders. Any product delays must be communicated to the ordering department as soon as possible. Detail how Proposer ensures prompt delivery of products.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.4.11 Backorder

A. UTHSA requires that the ordering department be notified electronically within 16 business hours if any item(s) is on backorder. Ordering department shall be provided with information detailing the item(s) on backorder, expected time backorder will be filled, and ordering department shall be provided the opportunity to substitute the backordered item(s) or cancel the item from order.

B. Describe in detail how Proposer addresses backorders.

5.4.12 Substitutions

A. UTHSA DOES NOT allow substitutions after order placement. Proposer’s Jagger catalog should provide suitable options for the shopper to consider in the event a product is unavailable prior to checkout.

B. Describe how unavailable items are identified for he “Shopper” and how alternate items for consideration are suggested when an item is unavailable prior to completing a shopping cart.

5.4.13 Returns

A. Products judged by The University not to be acceptable may be rejected. All costs associated with rejected items will be Proposer’s responsibility. Over-shipments will be accepted at The University’s discretion. Proposer will be responsible for the disposition of all defective, damaged, or rejected over-shipped products. Proposer shall provide Return Authorizations (RMA) within 14 calendar days of notification.

B. Describe the return process in detail and describe how returns enable UTHSA employees the option to reject items due to over shipments, damages, or defects. Provide information on RMA tracking and how credit for returns are ensured.

5.4.14 Restocking Fees

A. Proposer shall not charge for restocking except for items customized for UTHSA.

In the event a restocking fee is anticipated, Proposer shall provide details to the ordering department prior to fees being charged to University.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.4.15 Metrics Reporting

A. Contractor shall provide metric reporting on a quarterly basis. Reports shall be provided to UTHSA Purchasing department and contain contract performance information such as:

1) Total Sales Volume by dollar.

2) Total sales volume by product group. If possible, volume should be reported at the NIGP 5-digit class-item or UNSPSC 6-digit Class level.

Information on these code sets can be found at the following websites:

• NIGP - https://www.nigp.org/our-profession/nigp-code

• UNSPSC - https://www.unspsc.org/

3) Savings by product category calculated by difference of MSRP and Sale price.

4) Listing of Core Items and candidates for addition to the core list.

5) Non-Contract items (If any) sold to UTHSA with associated dollar amount.

6) Shipment/Lead Time trends.

7) Summary of ongoing issues or concerns such as shortages, backorders, delivery delays, product/health issues, or other topics resulting from discussions between UTHSA and Proposer.

B. Describe in detail how reporting as described above is provided.

5.4.16 New Lab Start Up Program

A. Lab startup programs are encouraged for new labs. Proposers shall describe in detail any new lab startup programs offered and provide all associated discounts or special pricing available through these programs.

5.4.17 Sales and Service Support

A. The Proposer’s representative should make minor adjustments and repairs on equipment, whenever possible, and will be available for consultation upon request. The Proposer shall have a full-time sales representative (account executive) assigned to The University and make regular calls to assist users, resolve problems, demonstrate new products, assist in cross-referencing products, facilitate the returned goods process, and other matters. The Proposer shall provide The University with information related to any quality issues including recalls, upgrades, and product warnings that may affect product performance and safety.

B. Provide information on how sales and support services are ensured and how issues or concerns with customer service are addressed.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu https://www.nigp.org/our-profession/nigp-code https://www.unspsc.org/

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

5.5 Other Value Add Goods or Services

5.5.1 UTHSA is interested in any other goods or services that may be considered which increases the value of the services or products being offered and are not provided as part of the standard product or service offering being proposed. Please describe any “Value Add” goods or services offered and detail the benefit to the University and related cost to the University (if any).

5.6 Incentives & Rebates

5.6.1. UTHSA is interested in any rebates or incentives such as sales volume growth incentives, e-procurement utilization incentives, or additional services that are offered which increases the overall benefit to UTHSA. Please list any rebate or incentive programs offered in response to this RFP and provide details of the program to include discount tiers, rebate goals or other criteria that must be met to receive the incentive or rebate.

5.7 Group Purchasing Organization (GPO):

5.7.1. If Proposer is part of any GPO, provide the GPO Name, Contract(s) Number, and other pertinent information.

5.8 Sustainability and Supply Chain Resilience:

5.8.1. Proposer(s) are expected to:

1. Provide sustainability options (e.g., recyclable packaging, reduced waste kits).

2. Demonstrate Supply Chain resiliency, including domestic manufacturing or redundancy.

3. Offer documentation of contingency planning in the event of product shortage.

5.9 (If applicable) Brand Standards:

The Awarded Proposer will be required to follow the University Identity and Brand Standards as stated in the Institutional Handbook of Operating Policies 2.8.1 and 2.8.2

5.10 (If applicable) Website Design:

Websites will be designed/redesigned and implemented to meet or exceed all applicable Level A and Level AA success criteria of the Web Content Accessibility Guidelines (WCAG) version 2.0, as required by Texas Administrative Code §206.70. Contractor will test such conformance using a combination of automated testing and manual verification with screen readers and/or other assistive technologies. Contractor will document the findings of that testing in an Accessibility Conformance Report (ACR) based on the ITIC Voluntary Product Accessibility Template (VPAT) version 2.4.

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu https://public.powerdms.com/UTHSA/documents/1590294 https://public.powerdms.com/UTHSA/tree/documents/1590309

DEPARTMENT OF PURCHASING | HUB PROGRAMS | Mail Code 7962 | 7703 Floyd Curl Drive | San Antonio, Texas 78229-3900

210.562.6200 | www.uthscsa.edu | https://wp.uthscsa.edu/purchasing/

SECTION FOUR

ACKNOWLEDGEMENT OF TERMS AND CONDITIONS

SECTION SIX

PRICING AND DELIVERY SCHEDULE

APPENDIX ONE

SECTION 1 – GENERAL INFORMATION

SECTION 2 – EXECUTION OF OFFER

SECTION 3 – GENERAL QUESTIONNAIRE

SECTION 4 – ADDENDA CHECKLIST

APPENDIX TWO

TERMS AND CONDITIONS

APPENDIX THREE

HUB SUBCONTRACTING PLAN

APPENDIX FOUR

RISK ASSESSMENT

APPENDIX FIVE

TX-RAMP NOTICE

APPENDIX SIX

POLICY DRIVEN ADOPTION FOR ACCESSIBILITY (PDAA)

VENDOR ASSESSMENT

APPENDIX SEVEN

USAGE BY MONTH

SEE ATTACHED IN EUNA

file://cfs/links/FS/Purchasing/Z_SHARED%20Management/BIDS/FY2022/1%20RFP%20745-22-PXX%20Master%20File%20February%202022/1_Working%20Documents/1_Draft%20Documents/www.uthscsa.edu https://wp.uthscsa.edu/purchasing/