Disability_Economic_Advancement_Advocacy_Consultant_-_Texas_Disability_Project.pdf

Solicitation # 2026-07-01

Disability Economic Advancement Advocacy Consultant - Texas

Disability Project

RESPONSES ARE DUE TO PURCHASING PRIOR TO:

Wednesday, July 29, 2026, 2:00 pm

NO LATE SUBMISSIONS WILL BE ACCEPTED

ELECTRONIC RESPONSES SUBMITTED THROUGH ARE HIGHLY PREFERRED

https://procurement.opengov.com/portal/metrocareservices/projects/280626

FOR QUESTIONS CONCERNING THIS RFQ PLEASE CONTACT:

Jewelie Ramos, Purchasing Director

Phone: (469) 940-4099 Email: Purchasing@metrocareservices.org https://procurement.opengov.com/portal/%7B

Table of Contents

1. Introduction

2. Respondent Instructions

3. Scope of Work

4. Evaluation Criteria

5. General Conditions

6. Pricing Table

7. Vendor Questionnaire & Submissions

8. Attachments

Attachments:

A - Texas Disability Project - Phase I Executive Summary

1. Introduction

1.1. Summary

Metrocare in partnership with The Meadows Foundation is seeking formal proposals for a lead consultant or team to design and execute a high-impact advocacy strategy that advances defined policy outcomes in support of the Texas Disability Project. This RFP is intentionally broad to reflect the outcomes of the Phase I of the Texas Disability Project. Respondents are expected to design a strategic, prioritized approach to achieve key policy and systems outcomes within the available budget.

1.2. Background

The Texas Disability Project (TDP) convened in 2025 as a first-of-its kind statewide initiative to better understand and elevate the full economic and social impact of Texans with disabilities. Phase I, initiated by

The Meadows Foundation and fiscally sponsored by Dallas Metrocare, brought together quantitative data from the Perryman Group, qualitative insight from Feedback, and lived experience from the TDP Council to build a comprehensive picture of the economic impact of the disability ecosystem in Texas.

The resultant Phase I report outlines opportunities and an evidence base for Texas to become more prosperous - combining economic analysis, stakeholder input, and lived experience. See attached Phase I executive summary.

Phase II will translate this foundation into action, systems change, and sustained advocacy, aligned with the

2027 Texas Legislative Session and the Sunset Review of the Texas Health and Human Services Commission

(HHSC), and more.

1.3. Contact Information

Jewelie Ramos, Purchasing Director

3242 Remond Dr.

Dallas, TX 75211

469-798-5023

Purchasing@metrocareservices.org

1.4. Timeline

Project Release Date: July 1, 2026

Pre-Proposal Meeting (Non-Mandatory): July 16, 2026, 2:00pm

TEAMS Dial In #: 929-352-1542 Dial In Conference ID: 143 329 764# TEAMS Link:

https://teams.microsoft.com/meet/219436 730295478?p=MCG3FARsNjoOEaYa4I Meeting ID: 219 436 730 295 478 Passcode: pR2fs3v6

Question Submission Deadline: July 24, 2026, 2:00pm

Response Submission Deadline: July 29, 2026, 2:00pm

TEAMS Dial In #: 929-352-1542 Dial In Conference ID: 698 955 132# TEAMS Link:

https://teams.microsoft.com/meet/272655 68602098?p=J3MN2QO4QAjtWlbB9e Meeting ID: 272 655 686 020 98 Passcode: 2ux2cp9k

2. Respondent Instructions

2.1. Important Instructions for Electronic Submittals

Metrocare prefers to accept electronic submittals for this Solicitation. Before the Respondent can submit their electronic response to this solicitation, they must create a FREE account with OpenGov Procurement by registering online at https://procurement.opengov.com/signup. Once the Respondent has completed their account registration, they must return to this page to view the project details or use the following link:

https://procurement.opengov.com/portal/metrocareservices/projects/280626. The Respondent should select "Draft Response" and follow the instructions provided to begin submitting their electronic response.

To view all Metrocare project opportunities, use the following link:

https://procurement.opengov.com/portal/metrocareservices. If you would like to be notified of any future

Metrocare project opportunities, select "Subscribe".

Please ensure the following items are included and completed before submitting your proposal:

A. Completed Vendor Questionnaire Form https://teams.microsoft.com/meet/219436730295478?p=MCG3FARsNjoOEaYa4I https://teams.microsoft.com/meet/219436730295478?p=MCG3FARsNjoOEaYa4I https://teams.microsoft.com/meet/27265568602098?p=J3MN2QO4QAjtWlbB9e https://teams.microsoft.com/meet/27265568602098?p=J3MN2QO4QAjtWlbB9e https://procurement.opengov.com/signup https://procurement.opengov.com/portal/metrocareservices

B. Completed Conflict of Interest Questionnaire

C. Completed Company W-9. The latest IRS 2024 W-9 version is required.

D. Certificate of Insurance- Do not add Metrocare as a holder unless your company is awarded the contract.

E. Pricing Table

F. Proposal to include detailed line-item budget

G. Optional - Please include any additional references, marketing material, or supporting documentation to justify the respondent's qualifications for this project for review with your submittal.

2.2. Instructions to Respondents

This Request for Proposal (RFP- Best Value Proposal is Awarded) will be available online through https://procurement.opengov.com/portal/metrocareservices from the date issued until the due date and time provided. Any subsequent addendums and/or attachments will be added to the website listed above.

Metrocare Contact:

Jewelie Ramos, Purchasing Director

Phone: (469) 798-5023

Email: Purchasing@metrocareservices.org

All submittals must be received no later than 2:00 pm Central Time on Wednesday, July 29, 2026. Late submissions will not be accepted.

Electronic submittals are preferred through our online electronic bidding system https://procurement.opengov.com/portal/metrocareservices

All paper-sealed submittals must be received by the Metrocare Services Receptionist located on the 1st floor of the Administration Building located at 3242 Remond Dr., Dallas, Texas 75211 by the due date and time provided. All paper submittals must include a USB/flash drive with an electronic copy of the submittals and any attachments.

Metrocare is not responsible for lateness or non-delivery of mail, carrier, etc., and the time and date recorded by Metrocare Receptionist shall be the official time of receipt.

Sealed paper submittals must be in one sealed envelope clearly marked with the label below completed and affixed on the outside of the sealed envelope containing the submittal:

https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf https://www.irs.gov/pub/irs-pdf/fw9.pdf https://procurement.opengov.com/portal/metrocareservices mailto:Purchasing@metrocareservices.org

SEALED SUBMITTAL – DO NOT OPEN

Metrocare Services - 1st Floor Receptionist

ATTN: Purchasing

3242 Remond Dr.

Dallas, Texas 75211

RFP - 2026-07-01

Disability Economic Advancement Advocacy Consultant - Texas Disability

Project

Request for Proposal (RFP- Best Value Proposal is Awarded) # 2026-07-01

Submission Deadline: Wednesday, July 29, 2026, 2:00 pm Central Time

Company Name: ______________________________________________

Contact Name: _______________________________________________

Phone Number: _______________________________________________

Pre-Proposal Meeting

To allow the respondents an opportunity to ask additional questions regarding the project, a Non-Mandatory pre-proposal meeting will be held for this RFP.

Meeting Date and Time: Thursday, July 16, 2026, 2:00 pm

TEAMS Dial In #: 929-352-1542 Dial In Conference ID: 143 329 764# TEAMS Link:

https://teams.microsoft.com/meet/219436730295478?p=MCG3FARsNjoOEaYa4I Meeting ID: 219 436 730

295 478 Passcode: pR2fs3v6

Solicitation Questions

Any questions regarding this solicitation shall be submitted online using the OpenGov electronic bidding system or shall be emailed to Metrocare’s Purchasing Department at Purchasing@metrocareservices.org with the solicitation number in the subject line no later than 2:00 pm Central Time, Friday, July 24, 2026.

Metrocare’s response to the questions shall be provided to all respondents through an addendum and will be bound with and made a part of the contract documents. No other explanation or interpretation will be considered official or binding. Respondents shall not contact any Metrocare staff except those designated in this solicitation or subsequent addendums. Noncompliance with this provision may result in the rejection of the submittal.

A copy of all questions in the addendum format shall be posted online through https://procurement.opengov.com/portal/metrocareservices/projects/280626. Metrocare shall NOT be held liable for any costs incurred by any respondent for work performed in preparation of and production of the submittal or for any work performed prior to the execution of an awarded contract.

https://procurement.opengov.com/portal/metrocareservices mailto:Purchasing@metrocareservices.org

Any submittal may be withdrawn or a revised submittal provided prior to the submittal deadline.

Solicitation Opening

There will be a public opening of the submittals on TEAMS on Wednesday, July 29, 2026 at 2:00 pm Central

Time. Only the names of the firms that submitted a response will be read out loud and published on the

OpenGov portal. All submittals will be kept confidential during the evaluation process and prior to the contract award. Attending information for the opening is located in the timeline.

2.3. Submittal Requirements

The solicitation submittal shall be a maximum of 10 pages. The cover page, table of contents, blank pages, vendor submission responses, and required forms do not count as pages.

To assist with a timely review and to provide guidance in the preparation of the solicitation document, please organize the response in the following manner:

Required Proposal Sections:

1. Executive Summary

• Understanding of goals

• Strategic approach

2. Organizational Background (1-2 pages)

• Firm/consultant overview

• Relevant experience with Texas Legislature

• Messaging and communications skillset

• Disability expertise

3. Approach and Methodology

• Overall strategy

• Defined tactics and targets

• Prioritization framework

• Stakeholder engagement plan (including meeting targets and rationale)

• Media strategy (including defined targets and rationale)

• Grassroots approach

• Risk mitigation

4. Team Composition

• Roles and expertise

• Any partnerships or subcontractors

5. Budget

• Detailed line-item budget

• Budget narrative

• Proposed scope aligned to budget

• Explanation of trade-offs and prioritization

6. Technology and AI Utilization

• Proposed use of AI and digital tools to:

- Improve efficiency

- Scale communications

- Track engagement

- Support advocacy strategy

7. References

• Minimum of 4 references. At least 2 references with Texas legislative advocacy experience are preferred.

8. Appendices - optional

• Sample work products (messaging, advocacy materials, etc.)

• Letters of support (optional)

3. Scope of Work

3.1. Specifications

This RFP is intentionally broad to reflect the outcomes of Phase I of the Texas Disability Project. Respondents are expected to design a strategic, prioritized approach to achieve key policy and systems outcomes within the available budget.

Proposals should:

• Emphasize strategy and outcomes over prescribed activities

• Define tactics, targets, and sequencing necessary to achieve results

• Clearly explain trade-offs, prioritization, and resource allocation

• Incorporate technology, including AI, to increase efficiency and maximize impact

• Incorporate volunteers and utilize the TDP Council to expand reach and maximize success

Separately, project funders intend to allocate an additional $150,000 to procure a public relations/marketing firm. The selected firm will work in coordination with the consultant, and TDP / Metrocare to develop messaging and communications strategies aligned with the consultant’s deliverables. This funding has not been secured yet.

BUDGET: $150,000–$200,000

EXECUTIVE SUMMARY

The Texas Disability Project (TDP) convened in 2025 as a first-of-its kind statewide initiative to better understand and elevate the full economic and social impact of Texans with disabilities. Phase I, initiated by The Meadows Foundation and fiscally sponsored by Dallas Metrocare, brought together quantitative data from the Perryman Group, qualitative insight from Feedback, and lived experience from the TDP Council to build a comprehensive picture of the economic impact of the disability ecosystem in Texas.

The resultant Phase I report outlines opportunities and an evidence base for Texas to become more prosperous -combining economic analysis, stakeholder input, and lived experience.

Phase II will translate this foundation into action, systems change, and sustained advocacy, aligned with the 2027 Texas

Legislative Session and the Sunset Review of the Texas Health and Human Services Commission (HHSC), and more.

TDP seeks a lead consultant or team to design and execute a high-impact advocacy strategy that advances defined policy outcomes. Respondents are expected to propose the most effective approach, structure, and tactics required to achieve results within budget constraints.

DEFINITIONS

Consultant / Project Manager For purposes of this RFP, “Consultant” and “Project Manager” are used interchangeably to refer to the awarded entity responsible for executing the scope of work. The consultant may be:

• An individual consultant operating independently

• A consulting firm or organization, or

A lead collaborator (individual or organization) who serves as primary contractor and manages a project team that may include subcontractors, partner organizations, or specialty consultants.

Regardless of structure the Project Manager / Consultant serves as a single point of accountability to TDP for all deliverables timelines budget management and overall projects success when the RFP references “the consultant” it refers to this lead entity and their entire project team.

Teaming arrangements are encouraged. Respondents may propose partnerships with specialists (e.g., legislative strategy, Sunset process expertise, communications, or grassroots organizing).

TDP Council A 16-member council formed to guide the activities in Phase I. The Council consists of members from across the state and across the disability sector. The consultant will propose how to structure and leverage the Council for maximum effectiveness in Phase II, including defined roles for outreach, communications, and advocacy engagement.

Fiscal Management Fiscal and grant management functions will remain internal to TDP/Metrocare. The consultant is not responsible for managing funds but may support strategy and coordination.

SCOPE OF WORK AND APPROACH

The scope below outlines key functional areas and desired outcomes. Respondents are expected to:

• Propose a cohesive advocacy strategy

• Identify priority actions and sequencing

• Define specific tactics and measurable targets

• Align all work to budget and timeline realities

Phase 1: Foundation Building (Months 1–4) Outcomes:

• Established governance and alignment structure

• Clear, compelling messaging framework

• Defined grassroots and stakeholder engagement strategy

Core Activities:

• Support and optimize TDP Council structure and operations

• Develop communications and messaging tailored to policymakers, business leaders, and community stakeholders with outside PR firm

• Map statewide networks and identify priority engagement markets:

o Dallas-Fort Worth o Houston o Austin o San Antonio o Additional markets (e.g., El Paso, Corpus Christi) as proposed

• Develop a grassroots strategy, including defined roles for:

o Consultant-led activities o Council/volunteer-led activities

Phase 2: Strategy Development and Pre-Session Engagement (Months 3–6)

• Defined legislative and policy strategy aligned with Sunset and other vehicles

• Activated stakeholder and grassroots network

• Established communications and media approach

Core Activities:

• Develop and execute a stakeholder engagement strategy, including:

o Clearly defined meeting targets aligned to outcomes o Engagement across legislative offices, agencies, and partners o Rationale for geographic and stakeholder prioritization

• Design and lead Sunset engagement strategy o For application, provide outline of strategic approach

• Develop legislative strategy, including:

o Policy priorities o Bill pathways (Sunset, standalone, hybrid)

• Develop and implement a media strategy:

o Define target outlets (major, regional, trade) o Define number and type of placements o Provide clear rationale tied to advocacy goals

• Build and activate grassroots champions

• Leverage volunteers and council members to extend capacity where appropriate

Phase 3: Legislative Session Implementation (Months 6–11)

• Effective execution of legislative advocacy strategy

• Coordinated stakeholder and grassroots engagement during session

• Advancement of priority policy reforms

Core Activities:

• Execute legislative advocacy strategy, including:

o Monitoring and response o Stakeholder coordination o Testimony development and support

• Mobilize grassroots network for targeted engagement

• Maintain ongoing policymaker engagement

Scope Calibration Requirement:

Respondents must propose a focused, achievable scope for this phase, including prioritization of:

• Legislative advocacy activities

• Employer engagement efforts

• Communications and mobilization strategies

• Targets (e.g., employer engagement levels, advocacy activations) should be clearly defined and justified.

• Develop sustainability plan and final recommendations

PRIORITY POLICY OUTCOMES

The consultant will advance priority outcomes in the following areas outlined in the Phase I report:

• Economic and Workforce Development

• Service System Modernization

• Policy and Infrastructure Reform

Respondents may recommend refinements to the priority outcomes, with justification. Given the budgetary constraints expected for the 90th legislative session, focus on system integration and efficiency may be necessary and/or more effective. Opportunity for systemic changes may also be more timely given Sunset review.

The consultant must demonstrate:

• Strategic Flexibility: Ability to pivot between sunset incorporation and standalone strategies based on evolving dynamics

• Scenario Planning: Preparation for multiple outcomes (strong sunset bill, weak sunset bill, hostile sunset environment)

• Coalition Management: Building coalitions that work effectively for both sunset and traditional advocacy

• Early Engagement: Proactive participation in sunset process before official hearings begin

• Dual-Track Execution: Simultaneous advancement of reforms through multiple legislative vehicles

• Risk Management: Identifying and mitigating potential sunset-related risks to priority reforms

CONSULTANT QUALIFICATIONS

Required Experience

• Demonstrated experience in Texas legislative advocacy and public policy strategy

• Proven ability to manage multi-stakeholder initiatives

• Experience in statewide engagement and coalition building

• Strong communication and messaging capabilities

Note:

Experience with the Texas Sunset process is not required, but respondents must demonstrate the ability to navigate complex policy processes and may include this expertise through partners.

Team Composition

• Lead consultant with strong legislative advocacy and strategy experience

• Additional expertise

• Communications/messaging specialists

• Grassroots aligned with proposed approach (e.g., communications, grassroots organizing, policy specialists)

• Volunteer engagement

4. Evaluation Criteria

No. Evaluation Criteria Scoring Method Weight (Points)

1. Cost

Cost will be evaluated based on a mathematical formula comparing the total cost to the other proposers' total cost.

Points Based 10 (10% of Total)

2. Qualifications and Experience

Prior experience of the company with similar projects is expected and responses to the questionnaire will be evaluated.

Points Based 30 (30% of Total)

3. Approach and Strategy

This shall include but is not limited to, the quality of services proposed, the staffing approach, and the implementation plan, and schedule proposed.

Points Based 25 (25% of Total)

4. Stakeholder & Grassroots Strategy

Respondent shall provide a solution for meeting defined targets, including plans for engaging legislative offices, state agencies, and community partners, as well as detailed plans for engaging and mobilizing key stakeholders, including direct service providers, individuals and families, and a statewide council of advocates representing the disability community.

Points Based 20 (20% of Total)

5. Communications & Media Strategy

Respondent shall provide a proposal to develop messaging and communications strategies that include outreach to stakeholders, the community, and media on a statewide scale. The use of AI and digital tools to support implementation is encouraged.

Points Based 15 (15% of Total)

5. General Conditions

5.1. Standard Terms and Conditions

The obligations of the parties under a contract awarded through this solicitation will be performed in Dallas

County, Texas. Exclusive venue shall be Dallas County, Texas, and any contract awarded under this solicitation shall be governed by the laws of the State of Texas. All work must be in compliance with and conform to any and all applicable state or local laws, ordinances, regulations, codes, rules, policies, and interpretations thereof.

All submittals shall be subject to the Texas Public Information Act Texas Government Code 552 unless the respondent clearly and prominently identifies a particular section in the submittal as proprietary and said item unequivocally qualifies for this exception under the Act as determined by the Texas Attorney General.

Texas Government Code Chapter 176 mandates the public disclosure of certain information concerning persons doing business or seeking to do business with Metrocare, including affiliations and business and financial relationships such persons may have with Metrocare officers. An explanation of the requirements of

Chapter 176, applicable forms, and a complete text of the new law is available at:

https://www.ethics.state.tx.us/filinginfo/conflict_forms.htm. By doing business or seeking to do business with Metrocare, you acknowledge that you have been notified of the requirements of Chapter 176 of the

Texas Local Government Code and that you are solely responsible for complying with the information provided.

Once a selection is made and Metrocare has the intent to award, the successful respondent will be required to submit Form 1295 to the State of Texas electronically prior to executing the agreement.

https://www.ethics.state.tx.us/filinginfo/1295/

Lobbying of selection committee members, staff, or Board members will not be permitted nor tolerated during the solicitation process.

Prohibition of Boycott Israel: By submission of this solicitation response, the Contractor verifies that they will not Boycott Israel and agrees that during the term of this Contract, they will not Boycott Israel as that term is defined in Texas Government Code 2271. Effective September 1, 2019, this section does not apply if the

Vendor is a sole proprietor, a non-profit entity, or a governmental entity; and only applies if: (i) the Vendor has ten (10) or more full-time employees and (ii) this Contract has a value of $100,000.00 or more to be paid under the terms of this Contract.

Prohibition of Boycott of Energy Companies: By submission of this solicitation response, the Contractor verifies that is does not Boycott Energy Companies and agrees that during the term of this Agreement will not

Boycott Energy Companies as that term is defined in Texas Government Code 2276, as amended. This section does not apply if the Contractor is a sole proprietor, a non-profit entity, or a governmental entity; and only applies if: (i) Contractor has ten (10) or more full-time employees and (ii) this Agreement has a value of

$100,000.00 or more to be paid under the terms of this Agreement.

Prohibition of Discrimination Against Firearm Entities and Firearm Trade Associations: By submission of this solicitation response, the Contractor verifies that it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (ii) will not discriminate during the term of the contract against a firearm entity or firearm trade association as that term is defined in Texas

Government Code 2274. This section only applies if: (i) Contractor has ten (10) or more full-time employees https://statutes.capitol.texas.gov/Docs/GV/htm/GV.552.htm https://statutes.capitol.texas.gov/Docs/LG/htm/LG.176.htm https://www.ethics.state.tx.us/filinginfo/conflict_forms.htm https://www.ethics.state.tx.us/filinginfo/1295/ https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2271.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2276.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2274.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2274.htm and (ii) this Agreement has a value of $100,000.00 or more to be paid under the terms of this Agreement; and does not apply: (i) if the Contractor is a sole proprietor, a non-profit entity, or a governmental entity; (ii) to a contract with a sole-source provider; or (iii) to a contract for which none of the submittals from a company were able to provide the required certification.

The Contractor shall be and remain an independent contractor throughout the term of any contract awarded pursuant to this soliciation for all purposes, including but not limited to, the application of the Fair Labors

Standards Act minimum wage and overtime payments, Federal Insurance Contribution Act, the provisions of the Internal Review Code, and all State of Texas revenue, workers compensation, and unemployment insurance laws. The Contractor will retain sole and absolute discretion over the manner and means of carrying out the activities and all responsibilities listed herein. The Contractor agrees that it is a separate and independent enterprise from Metrocare and that it has full opportunity to find other business, that it has made its own investment in its business, and that it will utilize a high level of skill necessary to perform the work. This agreement shall not be construed as creating any joint employment relationships between the

Contractor and Metrocare, and Metrocare will not be liable for any obligation incurred by the Contractor.

5.2. Contractor Insurance Requirements

Contractors on Metrocare's property or public right-of-way for Metrocare shall provide Metrocare a certificate of insurance evidencing the coverage and coverage provisions identified herein.

The Contractor hereby covenants and agrees to indemnify, hold harmless, and defend Metrocare, its officers, agents, servants, and employees, from and against any and all claims or lawsuits of any kind or character, whether real or asserted, for either property damage or loss (including alleged damage or loss to contractor’s business, and any resulting lost profits) personal injury, including death, to any and all persons, and damages for claims of intellectual property infringement, arising out of or in connection with this agreement, to the extent caused by the acts or omissions of contractor, its officers, agents, subcontractors, servants or employees.

All insurance and certificate(s) of insurance shall contain the following provisions: (1) name Metrocare, its officers, agents, and employees as additional insureds as to all applicable coverage with the exception of

Workers' Compensation Insurance; (2) provide for at least thirty (30) days prior written notice to Metrocare for cancellation, non-renewal, or material change of the insurance; (3) provide for a waiver of subrogation against Metrocare for injuries, including death, property damage, or any other loss to the extent the same is covered by the proceeds of insurance.

All insurance companies providing the required insurance shall be authorized to transact business in Texas and rated at least “A” by AM Best or other equivalent rating service.

The Contractor shall during the term hereof maintain in full force and affect the following insurance:

Metrocare reserves the right to amend or require addition all types depending on the nature of the work.

The successful Contractor shall procure and maintain in force during the terms of any contract awarded pursuant to this solicitation, at its own cost, the following minimum insurance coverage:

Type of Insurance Amount of Insurance Provisions

A. Commercial General

(Public) Liability to include coverage for:

• Premises/Operations

• Products/Completed

Operations

• Independent Contractors

• Personal Liability

• Contractual Liability

$1,000,000 each occurrence

$2,000,000 general aggregate

$2,000,000 Umbrella/ Excess

Liability

Metrocare to be listed as additional insured and provided

30-day notice of cancellation or material change in coverage.

Metrocare requires that insurer be rated A or higher by A.M.

Best or equivalent.

Waiver of subrogation

2. Business Auto Liability • $1,000,000 per occurrence

• $1,000,000 aggregate or;

• $1,000,000 combined single limits

Metrocare to be named as an additional insured

3. Workers’ Comp & Employers’

Liability

Statutory Limits

$1,000,000 each accident

Waiver of subrogation

Prior to the execution of any awarded contract by Metrocare, the successful Contractor shall forward

Certificates of Insurance to the department contact that will be managing the contract. The required insurance policies shall be procured and maintained in full force and effect for the duration of the awarded contract. The

Certificate Holder shall be Metrocare and include the following correspondence address 1345 Riverbend Dr.

Suite 200, Dallas, Texas 75247.

5.3. Contract Award and Contract Terms

Contract Award

All submissions received from qualified, responsible, and responsive respondents will be evaluated fully to ascertain which respondent provided a response most advantageous to Metrocare. Metrocare reserves the right to enter into an agreement with a single award, split awards, non-award, or use any combination that best serves the interest and at sole discretion of Metrocare.

Any contract awarded in pursuant to this solicitation is not assignable. The awarded Contractor(s) shall not sell, assign, transfer, sub-contract, or convey this contract, in whole or in part, without the prior written consent of Metrocare.

Metrocare reserves the right to accept and/or reject any and all submitted responses or any part thereof, waive immaterial errors, waive any irregularities or informalities in the submittal received, and award the contract in the best interest of Metrocare.

Respondents shall promptly notify Metrocare of any omissions, ambiguity, inconsistency, or error that they may discover upon examination of this solicitation. Metrocare shall not be responsible or liable for any errors and/or misrepresentation that result from the solicitations which are inadvertently incomplete, ambiguous, inconsistent or obviously erroneous.

Any submitted responses may be withdrawn or a revised submission may be substituted prior to the submittal deadline. The solicitation documents submitted to Metrocare cannot be altered, amended, or withdrawn by the Respondent after the submittal deadline, unless such alteration, amendment or withdrawal notice is approved in writing by the Purchasing Director.

An opened response may not be changed for the purpose of correcting any error by the Respondent or

Respondent’s agent. Any ambiguity in the submittal as a result of omission, error, lack of clarity or noncompliance by the Respondent with specifications, instructions, and all conditions shall be construed in the favor of Metrocare. If the unit prices and their extensions do not coincide, Metrocare may accept the price most beneficial to Metrocare, and the Respondent will be bound thereby.

Contract Term

Metrocare intends to enter into an annual contract with the awarded Contractor beginning on August 15, 2026 and ending August 14, 2028. The contract shall include To confirmed. The contract pricing must be valid for at least the first full year of the contract.

Any price increases, when renewing the agreement, must be submitted to Metrocare at least one hundred and twenty (120) days prior to a potential renewal. The price increase agreement must be signed by both parties and agreed upon before the price adjustment will be considered for any future invoices as well as the effective date of the increase. If there is a failure between Metrocare and Contractor to agree to the price adjustment request, this may result in a termination of the Contract.

Contract Termination

If at any time, the successful Contractor fails to fulfill or abide by the terms, conditions, specifications, or performance requirements of this solicitation, or any contract awarded and entered pursuant thereto, Metrocare reserves the right to deduct charges from successful Contractor’s invoice at the time it is due; or

Cancel the contract at Metrocare’s convenience, without penalty, by furnishing written notice of termination to Contractor, and select another Contractor and award a contract to its Contractor pursuant to the terms thereof.

At Metrocare’s sole discretion, any awarded contract may be canceled or terminated for convenience without penalty at any time by giving the Contractor thirty (30) days written notice. The Contractor may be entitled to payment for services actually performed; to the extent said services are satisfactory.

Availability of Funds

This solicitation is conditioned upon the availability of federal, state, or local funds, which are appropriated or allocated for payment of the requested services. If, during any stage of this contract, funds are not allocated and available for the requested services, the contract will be canceled. Metrocare will notify the Contractor at the earliest possible time if this occurs.

5.4. Contract Award and Contract Terms

Contract Award

All submissions received from qualified, responsible, and responsive respondents will be evaluated fully to ascertain which respondent provided a response most advantageous to Metrocare. Metrocare reserves the right to enter into an agreement with a single award, split awards, non-award, or use any combination that best serves the interest and at sole discretion of Metrocare.

Any contract awarded in pursuant to this solicitation is not assignable. The awarded Contractor(s) shall not sell, assign, transfer, sub-contract, or convey this contract, in whole or in part, without the prior written consent of Metrocare

Metrocare reserves the right to accept and/or reject any and all submitted responses or any part thereof, waive immaterial errors, waive any irregularities or informalities in the submittal received, and award the contract in the best interest of Metrocare.

Respondents shall promptly notify Metrocare of any omissions, ambiguity, inconsistency, or error that they may discover upon examination of this solicitation. Metrocare shall not be responsible or liable for any errors and/or misrepresentation that result from the solicitations which are inadvertently incomplete, ambiguous, inconsistent or obviously erroneous.

Any submitted responses may be withdrawn or a revised submission may be substituted prior to the submittal deadline. The solicitation documents submitted to Metrocare cannot be altered, amended, or withdrawn by the Respondent after the submittal deadline, unless such alteration, amendment or withdrawal notice is approved in writing by the Purchasing Director.

An opened response may not be changed for the purpose of correcting any error by the Respondent or

Respondent’s agent. Any ambiguity in the submittal as a result of omission, error, lack of clarity or noncompliance by the Respondent with specifications, instructions, and all conditions shall be construed in the favor of Metrocare. If the unit prices and their extensions do not coincide, Metrocare may accept the price most beneficial to Metrocare, and the Respondent will be bound thereby.

Contract Term

Metrocare intends to enter into a One-Time Purchase contract with the awarded Contractor estimated to begin on August 15, 2026 and ending August 14, 2028.

Contract Termination

If at any time, the successful Contractor fails to fulfill or abide by the terms, conditions, specifications, or performance requirements of this solicitation, or any contract awarded and entered pursuant thereto, Metrocare reserves the right to deduct charges from successful Contractor’s invoice at the time it is due; or

Cancel the contract at Metrocare's convenience, without penalty, by furnishing written notice of termination to Contractor, and select another Contractor and award a contract to its Contractor pursuant to the terms thereof.

At Metrocare’s sole discretion, any awarded contract may be canceled or terminated for convenience without penalty at any time by giving the Contractor thirty (30) days written notice. The Contractor may be entitled to payment for services actually performed; to the extent said services are satisfactory.

Availability of Funds

This solicitation is conditioned upon the availability of federal, state, or local funds, which are appropriated or allocated for payment of the requested services. If, during any stage of this contract, funds are not allocated and available for the requested services, the contract will be canceled. Metrocare will notify the Contractor at the earliest possible time if this occurs.

6. Pricing Table

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Total Cost for Labor, Materials, and

Expenses 1 Lump Sum

TOTAL

7. Vendor Questionnaire & Submissions

1. Authorized Respondent’s Information

1.1. Authorized Official's Contact Information*

Please provide the contact Information of the authorized official submitting this response.

• Legal Name

• Title

• Email Address

• Phone Number

*Response required

1.2. Response Confirmation*

By clicking "Please confirm" below, hereon affixed, the respondent declares they have read this solicitation entirely and with full knowledge of the requirements, does hereby agree to furnish the services in full accordance with the requirements of this solicitation if selected.

Confirming also indicates the following:

• Person or person’s interest in this solicitation as principals are those named herein.

• I (we) have carefully examined the contents of this solicitation, and its requirements, and agree to the terms stated herein.

• The respondent acknowledges the Conflict of Interest Clause and agrees to follow the necessary requirements.

The undersigned represents that they are authorized to bind the Respondent to fully comply with the terms and conditions of this solicitation's requirements.

☐ Please confirm

*Response required

1.3. Conflict of Interest Questionnaire*

Please download the document below and upload the completed questionnaire.

• Form_CIQ_(Conflict_of_Inter...

*Response required

2. Company Information

2.1. Please provide your company's most recent signed W-9*

Please download the below documents, complete, and upload.

• Blank_W-9_2024.pdf

*Response required

2.2. Full Legal Company Name*

*Response required

2.3. Principal Place of Business Address*

*Response required

2.4. Principal Place of Business Phone Number*

*Response required

2.5. Company Website URL

2.6. Person Authorized to negotiate and sign contracts with MetroCare (if different than the

Authorized Contact Provided)

2.7. Number of years in business working on similar types of project?*

*Response required

2.8. State and Date of Incorporation, Partnership, or Ownership Established?*

*Response required

2.9. Are you a certified Small Business (SBE), Disadvantaged Business Enterprise (DBE), or Historically

Under-utilized Business (HUB)?*

☐ Yes

☐ No https://procure-now.s3.us-west-2.amazonaws.com/shared-sections/production/1798/07a52eb7-fa3b-431c-bff2-4635ee633b79_Form_CIQ_%28Conflict_of_Interest_Questionnaire%29_-_CIQ.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4INJKZ24L%2F20260702%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260702T003153Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEB8aCXVzLXdlc3QtMiJGMEQCIB0GomkIsboj1PKBiuXS3d6SbBJc1pnHPVaXaMqfb1HiAiBloVJOtGPA5iheLiLNBi%2B6M4LrztLlpSdVuCbjq1uZGiqVBQjo%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDg5MjM2NDY4NzY3MiIMduDeQt0iFr1MYvpEKukEJ%2F%2BFPDBg3VIaDXmcKfQGYu9wNFZWbrlrg%2BmZajGRgLKkWXX1JtbzzACmIAsc3YTNX%2B%2Ff47ORfd6hm2UV9jyk8cwM2wS6s6lnEL31tm1b%2Fco53qzAoffNVraRtHBG%2FZDFllUBtRgI6KrmM4FjU5Im%2BeFXa4glkYPWX%2Fz5RKo5B9o%2BNFQxDbHYwzgA4rIzJj4KgNNZ52qK6m3ukTt%2FxU5wutJQlEmRUQlQi2Pl6Hb8jW45wnOm75jrbJtXCKkJIkCzfrwTkUFr1GFyfdTb7%2BHlg5zj2R11Og2fu7FytDTl%2FCvpupWOfGUwFPW1GiqY42quEHJniMPQccxLVVx6yziIcPqjggfDSzPxh8zgaCXCtxTNbzvMLQW0YkC7SFh0IwaVp98PtvIdEXRbXKxSr%2B%2B5K%2B7VrEx7vyFcVH6%2BqZPOGFYSzwKO9gTMAIWHAsCqurkEanArRp8tEwDgevyh0ZgI275WukbkJh1M7M9F6gLwCbmcMz%2FCTBufaSEbozPl2mNotILJ7SDJlO%2BBcBqPx2jluakh3KkFChSsDSbZugXfekJcB2NkAGxxYQJ0iHBh6ynLfCKGD9MbE8xdfWdNlSQ3qyLy%2BvVZW%2BkSYfKZyzEvHJs599FfwFwBxwSQurTL7v4F8gii51qsVhesg2pfq0YSEWvb8Eh%2FgHUNj%2FBza7WYGP7gYDSD93ibJ9jtgpp80Gga762PdZXIh8UazhTmRPA3lOysCiOIY%2B2ZGiMcNNT%2BEV2HRSO3OKp3vPcEyjEgZ6tPsZ7Ww2kxQQvIJ%2Bk5nXQkOtXmE%2B5OyySbgUdKIpzYlHYKmiJRt%2B4yLW0wprqW0gY6mgGdCZqAldAXAW4JeDHyqh4AYL%2FXro9EAT7VXkj%2B8MiUmN8oiBw1Yfu1QXnnqTrOCBqlI4YP46vdnNqaqpWtH5%2FuhSxg2JxARlv2mGYyD8n5c7YVhpYYO%2BVTTnbErL1Wn5IeBk%2FlSmCb8HN7MyGg%2BLbkGGKyz5tWU2rumjASrCHWGYfeSLxi71k51h4xkR4NYL6TPctX0c5cogk4&X-Amz-Signature=c2d851203ca2d96110896c99ee4fddcef67305f38f8dfe5c2ef946ddf5d93909&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Form_CIQ_%28Conflict_of_Interest_Questionnaire%29_-_CIQ.pdf%22&x-id=GetObject https://procure-now.s3.us-west-2.amazonaws.com/shared-sections/production/1798/e5cb081b-5538-4635-8db5-e27f194dc508_Blank_W-9_2024.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4INJKZ24L%2F20260702%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260702T003153Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEB8aCXVzLXdlc3QtMiJGMEQCIB0GomkIsboj1PKBiuXS3d6SbBJc1pnHPVaXaMqfb1HiAiBloVJOtGPA5iheLiLNBi%2B6M4LrztLlpSdVuCbjq1uZGiqVBQjo%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDg5MjM2NDY4NzY3MiIMduDeQt0iFr1MYvpEKukEJ%2F%2BFPDBg3VIaDXmcKfQGYu9wNFZWbrlrg%2BmZajGRgLKkWXX1JtbzzACmIAsc3YTNX%2B%2Ff47ORfd6hm2UV9jyk8cwM2wS6s6lnEL31tm1b%2Fco53qzAoffNVraRtHBG%2FZDFllUBtRgI6KrmM4FjU5Im%2BeFXa4glkYPWX%2Fz5RKo5B9o%2BNFQxDbHYwzgA4rIzJj4KgNNZ52qK6m3ukTt%2FxU5wutJQlEmRUQlQi2Pl6Hb8jW45wnOm75jrbJtXCKkJIkCzfrwTkUFr1GFyfdTb7%2BHlg5zj2R11Og2fu7FytDTl%2FCvpupWOfGUwFPW1GiqY42quEHJniMPQccxLVVx6yziIcPqjggfDSzPxh8zgaCXCtxTNbzvMLQW0YkC7SFh0IwaVp98PtvIdEXRbXKxSr%2B%2B5K%2B7VrEx7vyFcVH6%2BqZPOGFYSzwKO9gTMAIWHAsCqurkEanArRp8tEwDgevyh0ZgI275WukbkJh1M7M9F6gLwCbmcMz%2FCTBufaSEbozPl2mNotILJ7SDJlO%2BBcBqPx2jluakh3KkFChSsDSbZugXfekJcB2NkAGxxYQJ0iHBh6ynLfCKGD9MbE8xdfWdNlSQ3qyLy%2BvVZW%2BkSYfKZyzEvHJs599FfwFwBxwSQurTL7v4F8gii51qsVhesg2pfq0YSEWvb8Eh%2FgHUNj%2FBza7WYGP7gYDSD93ibJ9jtgpp80Gga762PdZXIh8UazhTmRPA3lOysCiOIY%2B2ZGiMcNNT%2BEV2HRSO3OKp3vPcEyjEgZ6tPsZ7Ww2kxQQvIJ%2Bk5nXQkOtXmE%2B5OyySbgUdKIpzYlHYKmiJRt%2B4yLW0wprqW0gY6mgGdCZqAldAXAW4JeDHyqh4AYL%2FXro9EAT7VXkj%2B8MiUmN8oiBw1Yfu1QXnnqTrOCBqlI4YP46vdnNqaqpWtH5%2FuhSxg2JxARlv2mGYyD8n5c7YVhpYYO%2BVTTnbErL1Wn5IeBk%2FlSmCb8HN7MyGg%2BLbkGGKyz5tWU2rumjASrCHWGYfeSLxi71k51h4xkR4NYL6TPctX0c5cogk4&X-Amz-Signature=be6d6278910ac2b6b4d3ab3e24b4d0ebb516a92211563ee41f04d6b244cbd421&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Blank_W-9_2024.pdf%22&x-id=GetObject

*Response required

3. Cooperative Purchasing

3.1. MetroCare has established several government entity interlocal agreements. Should any of these Government Entities desire to utilize this contract, would you offer the same terms, conditions,specifications, and pricing to that entity? **

☐ Yes

☐ No

*Response required

4. References

Please provide four (4) references who can verify the quality of service your company provides. Metrocare prefers references from customers/governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years. At least 2 references with Texas legislative advocacy experience are preferred.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

4.1. Reference 1*

MetroCare prefers references from customers/governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

4.2. Reference 2*

MetroCare prefers references from customers/governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

4.3. Reference 3*

MetroCare prefers references from customers/governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

4.4. Reference 4*

MetroCare prefers references from customers/governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

5. Claims and Suits

5.1. Has your organization ever failed to complete any work awarded to your company?*

☐ Yes

☐ No

*Response required

5.2. Are there any judgments, claims, arbitration proceedings, or suits pending or outstanding against your organization or its officers?*

☐ Yes

☐ No

*Response required

5.3. Has your organization filed any lawsuits or requested arbitration regarding awarded contracts within the last five years?

☐ Yes

☐ No

5.4. If you have answered "Yes" to any of the claim and suit questions, please provide supplemental information/documents here.

6. Respondent Proposal Submission

6.1. Please attach your proposal, line-item budget, any additional references, marketing material, or supporting documentation to justify the respondent's qualifications for this project for review with your submittal.*