ESBD_357368_1716300456777_RFP 1914-JW - Addendum 1 - M&O Services for TSVH Amarillo FINAL 5-21-24.pdf

Texas General Land Office -1- RFP No. 1914-JW Addendum No. 1

TEXAS GENERAL LAND OFFICE

AND

VETERANS LAND BOARD

is

REQUESTING COMPETITIVE SEALED PROPOSALS

for Management and Operation Services at the Ussery-Roan Texas State Veterans Home in Amarillo, Texas

REQUEST FOR PROPOSALS NO. 1914-JWClass 948 / Item 65; Class 958 / Items 56, 58

ADDENDUM NO. 1

Release Date: April 29, 2024

Addendum No. 1 Issue Date: May 21, 2024

Deadline for Submission: June 3, 2024, at 2:00 PM CT

Solicitation Point of Contact: Jaynee Williams, CTPM, CTCM

Jaynee.Williams@GLO.Texas.Gov

You are responsible for checking the Electronic State Business Daily (ESBD) website, http://www.txsmartbuy.com/esbd, for any addenda to this Solicitation. Please search under Agency Code 305 (General Land Office and Veterans Land Board). The Respondent’s failure to periodically check the ESBD will in no way release that Respondent from addenda or additional information resulting in additional requirements of the Solicitation.

mailto:Jaynee.Williams@GLO.Texas.Gov http://www.txsmartbuy.com/esbd

Texas General Land Office -2- RFP No. 1914-JW Addendum No. 1

Please note – Addendum 1 is to provide:

I. List of Pre-Proposal Conference Attendees.

II. The GLO’s responses to questions submitted by Respondents relating to the Solicitation.

Addendum 1

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Texas General Land Office -1- RFP No. 1914-JW Addendum No. 1

I. PRE-PROPOSAL CONFERENCE ATTENDEES:

RFP 1914-JW - PPC Participant List

Name Company Email Address

Connor Seim PruittHealth Connor.Seim@pruitthealth.com Tyler Arnold PruittHealth Tarnold@pruitthealth.com

Emily Kanavage PruittHealth Ekanavage@pruitthealth.com

Labeed Diab Texas - Veteran Services, Inc. (VSI) ldiab@hmrvsi.com

Brian McFeely Texas - Veteran Services, Inc. (VSI) bmcfeely@hmrvsi.com

Bryanna Wegner Texas - Veteran Services, Inc. (VSI) bwegner@hmrvsi.com

Russell Koegler Texas - Veteran Services, Inc. (VSI) rkoegler@hmrvsi.com

Meghan Riordan Texas - Veteran Services, Inc. (VSI) mriordan@hmrvsi.com

Alan Campbell Texas - Veteran Services, Inc. (VSI) acampbell@hmrvsi.com

Matt Taylor Texas - Veteran Services, Inc. (VSI) mtaylor@hmrvsi.com

Michelle Caraballo Shannon Texas - Veteran Services, Inc. (VSI) mcaraballoshannon@hmrvsi.com

Ben Fredericks Texas - Veteran Services, Inc. (VSI) bfredericks@hmrvsi.com

Note: Pre-Proposal Conference Agenda attached.

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mailto:Tarnold@pruitthealth.com mailto:Ekanavage@pruitthealth.com mailto:ldiab@hmrvsi.com mailto:bmcfeely@hmrvsi.com mailto:bwegner@hmrvsi.com mailto:rkoegler@hmrvsi.com mailto:mriordan@hmrvsi.com mailto:acampbell@hmrvsi.com mailto:mtaylor@hmrvsi.com mailto:mcaraballoshannon@hmrvsi.com mailto:bfredericks@hmrvsi.com

Texas General Land Office -2- RFP No. 1914-JW Addendum No. 1

II. QUESTIONS and ANSWERS:

All questions/requests for clarification received in writing on or before the May 13, 2024, deadline are listed below with the GLO’s responses.

Q# Section # Text of Passage being questioned Question GLO Response

1 General Will you be sharing this Power Point presentation with us? Yes, please see attachment below.

2 General

..... is a SDVOSB Medical Staffing firm and would love to partner with one of the larger primes who will be bidding on this project.

Do you have a list of attendees who joined any of your info call or can you provide the names of the companies who are providing this service at other State Veterans Homes in Texas?

Pursuant to Senate Bill 20 (84th Regular Session) (SB 20), the GLO/VLB posts on its website each contract into which it enters.

Operator agreements can be obtained there, specifically at https://s3.glo.texas.gov/sb20/#search. Information related to responses on requests for proposals may be obtained through a Public Information Request at https://s3.glo.texas.gov/glo/the-glo/public-information/requests/index.html.

3 General When do employees historically receive their annual increases?

Except for the On-Site Representative, Home employees are employees of the current operator and the GLO/VLB has no involvement with Operator employees and their respective salaries, wages, and related matters.

4 General What was the date of the last employee increase in wages?

Except for the On-Site Representative, Home employees are employees of the current operator and the GLO/VLB has no involvement with Operator employees and their respective salaries, wages, and related matters.

Texas General Land Office -3- RFP No. 1914-JW Addendum No. 1

5 General What is the current PTO policy for employees?

Except for the On-Site Representative, Home employees are employees of the current operator and the GLO/VLB has no involvement with Operator employees and their respective salaries, wages, and related matters.

6 General For direct care, what are the current shifts and hours worked by position (8 vs 12 hours)?

The GLO/VLB prefers 12-hour shifts.

7 General What is the current cost of benefits to the employee for health insurance?

Except for the On-Site Representative, Home employees are employees of the current operator and the GLO/VLB has no involvement with Operator employees and their respective salaries, wages, and related matters.

8 General When will the first rate-increase be granted within this contract term?

Per Exhibit B of the Solicitation (“Sample Contract”), the operations fee will be included as Schedule 8.02. Information on variable fee changes, to include any increases, are provided for in Section 8.05. Operational fee adjustments are provided for in Section 8.10.

9 General

Does the Ussery-Roan State Veterans Home operate a CNA training and certification program?

Not at this time.

10 General

Are there any leased equipment or supplies utilized by the current operator that would require continuation of lease agreements or procurement of new items by a potential new operator?

Yes.

11 General

Are there any owned equipment or supplies by the current operator that they intend to remove from the premises upon transition to a new operator under the contract?

Yes.

Texas General Land Office -4- RFP No. 1914-JW Addendum No. 1

General

Are there any equipment or supplies nearing the end of their lifecycle or requiring replacement that would fall under the responsibility of the new operator?

No.

General Can a list of current contracted vendors be provided?

This information is specific to the incumbent Operator and is not handled by the GLO/VLB. The GLO/VLB is aware of the following services being contracted by the Operator: pest control, staffing, lawn care, medical records consulting, x-ray, lab, dietary consulting, pharmacy consulting, fire inspections, vent and hood, oxygen provision-related, psychiatry, therapy management /consulting, utilities (electric, trash, water), scales and therapy equipment calibration, required alarm monitoring and upkeep, IT, services, external activities-related, medical waste, EMR/patient-centered platforms, employee education, services, maintenance, plumbing, electrical, HVAC, kitchen-related upkeep and supply, auditing, social media management, phone/copier, and hotline, 14 2.2.1

“If applicable, Operator shall cooperate with the preceding operator in facilitating a seamless transition process with respect to such information systems and shall be required to ensure that access to the system is secure from unauthorized thirdparty access.”

Can the VLB provide the latest risk assessment and allow bidders to inspect the network?

Risk assessments are confidential and will not be disclosed. For security reasons, bidders will not be allowed to inspect the network.

15 2.2.1

“If applicable, Operator shall cooperate with the preceding operator in facilitating a seamless transition process with respect to such information systems and shall be required to ensure that access to the system is secure from unauthorized thirdparty access.”

If the operator needs to make improvements that are greater than $2,500 will these be covered by the VLB or should this be priced into the contracted rate?

Yes; anything over $2,500 will be covered by the GLO/VLB if it is necessary. These are "capital improvements" (see Section 1.2 of the Solicitation).

Texas General Land Office -5- RFP No. 1914-JW Addendum No. 1

16 2.3.4.1

“Operator shall invoice the GLO/VLB for services performed for the following payer sources but in accordance with the Cost Proposal provided by the selected Respondent:”

Can you provide the current Fixed and Variable Fees for the Home?

Pursuant to Senate Bill 20 (84th Regular Session) (SB 20), the GLO/VLB post on its website each contract into which it enters.

The contract containing current rates can be obtained there, specifically at https://s3.glo.texas.gov/sb20/#search.

17 2.3.10

“Operator shall provide all utilities and fuels, including, but not limited to: water, natural gas, electricity, sewer, diesel oil, gasoline, telephone, cable television, and garbage disposal.”

Has Ussery-Roan been affected by the recent VLB / power utility decoupling?

No.

18 2.3.10

“Operator shall provide all utilities and fuels, including, but not limited to: water, natural gas, electricity, sewer, diesel oil, gasoline, telephone, cable television, and garbage disposal.”

If this location is included in that decoupling, have any new utility rate agreements been signed?

Nothing has been affected or changed.

19 2.3.10

“Operator shall provide all utilities and fuels, including, but not limited to: water, natural gas, electricity, sewer, diesel oil, gasoline, telephone, cable television, and garbage disposal.”

If yes, are they transferable? No; these items are negotiated separately by the Operator.

20 2.3.10

“Operator shall provide all utilities and fuels, including, but not limited to: water, natural gas, electricity, sewer, diesel oil, gasoline, telephone, cable television, and garbage disposal.”

Can the current IT services contracts remain in place (Internet, phones)?

No; these items are negotiated separately by the Operator.

Texas General Land Office -6- RFP No. 1914-JW Addendum No. 1

21 2.4

“Operator shall employ and maintain appropriate staffing which exceeds the level necessary to maintain compliance with VA guidelines for State Veterans Homes, Title XVIII (18) (Medicare) of the Social Security Act, Texas Health and Human Services Commission regulations, or regulations of any other applicable regulatory agency, including Title 26, Part 1, Chapter 554 of the Texas Administrative Code.”

What are the number and title of the open positions at the home based on current census or based on capacity?

This information is not available from the GLO/VLB.

22 5.04 (b)

“Operator shall timely and accurately prepare, in the name of and on behalf of the Board, all billings and the Medicare and Medicaid cost reports in accordance with Title 42 C.F.R. and the Provider Reimbursement Manual (CMS Pub. 15-2) at its own expense.”

What are the current Medicare and Medicaid rates and total number of days delivered for each pay source over the past 12 months?

The Medicare rate is $380.00 per day, with 1,254 Medicare days in the last 12 months. The Medicaid rate is $159.00 per day, with 1,897 Medicaid and 133 Hospice days in the last 12 months.

Texas General Land Office -7- RFP No. 1914-JW Addendum No. 1

23 6.03

“Operator shall be responsible for all Maintenance in the Veterans Home and must maintain in good and working condition and in sufficient quantity all Equipment necessary to operate and manage the Veterans Home in a manner consistent with all Regulatory Agency requirements and all applicable laws, regulations, and the requirements of this Agreement. In addition, Operator shall replace obsolete or rundown Non-Capital Equipment and make Non-Capital Improvements on an “as needed” basis. Operator shall make all Repairs on all Equipment and Improvements in the Veterans Home, utilizing technicians certified or qualified to service subject Equipment or Improvements; however, (i) if any Repair on a single unit of Capital Equipment or Capital Improvement exceeds TWO

THOUSAND FIVE HUNDRED

DOLLARS ($2,500.00) (excluding taxes); (ii) if the subject Equipment or Improvement has exceeded its useful life and frequent repairs are necessary to extend same; or (iii) if the need for such Repair results from a manufacturing, design, or construction defect of Capital Equipment or a Capital Improvement then, in any of such events, the cost of such Repair shall be the responsibility of the Board.”

What were the number of Maintenance items > $2,500 purchased in the past year? (Number of items and total dollar amount)

Maintenance purchases over the past year, capital expenditures, and minor construction totaling seven (7) items for a total of $98,772.09.

Texas General Land Office -8- RFP No. 1914-JW Addendum No. 1

24 6.03 Same as above

Is there any on-going or immediate minor construction/ OARs the operator will need to plan expenditure for in this fiscal year?

Yes; we will have ongoing items at the home and immediate repairs depending on project completion time frames.

25 6.03 Same as above What minor construction is planned for 2025?

We will have ongoing items at the home and immediate repairs depending on project completion time frames.

26 6.05

“Operator shall purchase and pay for all Consumables, Non- Capital improvements, Non- Capital Equipment, Information Technology Equipment (not otherwise provided by the Board), Utilities, and any other supplies or provisions required for operation of the Veterans Home.”

What were the utilities costs for the past 12 months for this TSVH?

(electrical, gas, sewer, water, internet/cable, phones)?

Payment by the GLO/VLB for utilities is covered by the variable and fixed rate fee. Utility contracts are negotiated separately by the Operator and the Operator is paid those expenses through the monthly fees. The GLO/VLB does not have access to that information.

27 7.05

“An annual HIPAA Security Risk Analysis conducted by the Board is not considered an “audit”

Will you please provide a copy of the last HIPAA Security Risk Assessment / GAP Analysis?

Risk assessments are confidential and will not be disclosed. For security reasons, bidders will not be allowed to inspect the network.

28 7.2.1.1

“Operator must maintain Workers' Compensation insurance coverage in accordance with statutory limits.”

Are there any current outstanding workers comp claims?

Except for the On-Site Representative, Home employees are employees of the current operator and the GLO/VLB has no involvement with Operator employees and their respective salaries, wages, and related matters.

Texas General Land Office -9- RFP No. 1914-JW Addendum No. 1

(ADMINISTRATIVE) Can you please clarify how Operator/Contractor should title our documents submitted to the Box URL? Section

3.3.1 states that we title the documents as outlined in 3.3.1(a) and 3.3.1(b), but Section 3.4.2 states an alternative way to title the documents that are uploaded.

Use the title format in Section 3.3.1 of the solicitation.

(PAYMENT TO OPERATOR) Are we correctly interpreting Section 8.02 to mean that we will not be reimbursed for Operating Expenses?

Yes.

(BILLING & PAYMENT TO

OPERATOR) Will Operator/Contractor be billing the payor sources and receiving payments or is Operator/Contractor billing on behalf of the state, the funds go directly to GLO/VLB accounts, and Operator/Contractor would then invoice the state based on payor mix and the final rates in Schedule 8.02?

Operator/Contractor billing on behalf of the Residents is kept in the billing services/system called Point, Click Care (PCC). The funds go directly to the GLO/VLB, and are recorded against the Residents' accounts receivables in PCC. The Operator/Contractor then invoices the GLO/VLB based on the payor mix and rates listed in Schedule 8.02.

Texas General Land Office -10- RFP No. 1914-JW Addendum No. 1

OPERATOR) We are seeking clarification on our understanding of the reimbursement model. Our understanding is that Operator/Contractor will receive a management fee (the monthly Fixed Fee Component in Schedule 8.02) plus reimbursement for care provided, which said reimbursement is set by various payor sources. Is this correct? If correct, please confirm the reimbursement rates paid to the Operator (or identify where specified in the RFP).

Yes; pursuant to Senate Bill 20 (84th Regular Session) (SB 20), the GLO/VLB posts on its website each contract into which it enters.

The contract containing current rates can be obtained there, specifically at https://s3.glo.texas.gov/sb20/#search.

OPERATOR) Again on reimbursement model… please confirm whether the following example is correct (and if not, why incorrect). If Operator/Contractor bills payor sources for a total of $1M, the Operator/Contractor would then invoice the GLO/VLB for the $1M plus our fixed contractual monthly fee of $X.XX.

So, therefore, after submitting invoice and then 31 days, Operator/Contractor would receive $1M plus the contractual monthly fee of $X.XX (for total = $1M + $X.XX). Is this correct? If not, why incorrect?

Reimbursement is based on the monthly censuses of the number of days residents by payor source stay in the Home and service-connected disability (SCD) rated veteran-related expenses. For the former, invoicing will be the fixed monthly fee for the Operator and i) the product of all private payor days and the private payor rate; ii) the product of all Medicare A payor dates and the Medicare rate; iii) the product of all Medicaid payor days and the Medicaid rate; and iv) the product of hospice care payor days and the Hospice rate.

Texas General Land Office -11- RFP No. 1914-JW Addendum No. 1

(BILLING) Does the GLO/VLB already have their own contracts set up with the payors? And will Operator/Contractor be expected to assist with cost reporting and contracting?

Yes; with Medicaid and the GLO/VLB will complete the cost reporting. The Operator/Contractor is responsible for completing the cost reporting for Medicare. The GLO/VLB will help with supplying some reports.

35 General

(BILLING) Does the GLO/VLB conduct their own case management or is that expected from the Operator/Contractor?

The operator must provide its own case management.

(DATA REQUEST) A copy of the “winning RFP response” from the last RFP for the Ussery-Roan Texas State Veterans Home should be available pursuant to a Freedom of Information Act/Public Records Request. Further, sharing of the information contained within the “winning RFP response” from the previous RFP would allow each interested party to have equal/fair knowledge. Accordingly, could you provide or publish a copy of the “winning RFP response” from the last RFP for the Ussery-Roan Texas State Veterans Home?

Pursuant to Senate Bill 20 (84th Regular Session) (SB 20), the GLO/VLB posts on its website each contract into which it enters.

Operator agreements can be obtained there, specifically at https://s3.glo.texas.gov/sb20/#search. Information related to responses on requests for proposals may be obtained through a Public Information Request at https://s3.glo.texas.gov/glo/the-glo/public-information/requests/index.html.

Texas General Land Office -12- RFP No. 1914-JW Addendum No. 1

In the submission of the Solicitation Response, the Respondent shall acknowledge receipt of this addendum; otherwise, the Solicitation Response may not be given consideration. The Respondent shall acknowledge receipt by returning a signed copy of this notice with the Solicitation Response.

RFP No. 1914-JW

Management and Operation Services at the

Ussery-Roan Texas State Veterans Home in Amarillo, Texas

Addendum No. 1

Respondent Name: ____________________________________________________________

Mailing Address: ____________________________________________________________

Email: ____________________________________________________________

Signature: ____________________________________________________________

THIS HEREBY COMPLETES ADDENDUM NO. 1.

Texas General Land Office -13- RFP No. 1914-JW Addendum No. 1

ATTACHMENT: PRE-PROPOSAL CONFERENCE AGENDA

PRE-PROPOSAL CONFERENCE - RFP No. 1914-JW

MANAGEMENT & OPERATION SERVICES

AT THE

USSERY-ROAN TEXAS STATE VETERAN’S HOME

IN AMARILLO, TEXAS

Texas General Land Office (GLO) & Texas Veterans Land Board (VLB)

• Kathy Johanns, Deputy Director, Texas State Veterans Homes

• Vonda White, Director of Procurement Division & HUB Program

• Jaynee Williams, Procurement Point of Contact, Federal Procurement Division

• Morris Karam, Attorney, Office of General Counsel

• Stella Roland, Assistant HUB Coordinator, HUB Program

GLO/VLB Staff Introductions

• Please Confirm Attendance by:

Sending email to the RFP Point of Contact, Jaynee.Williams@glo.texas.gov

• All Microphones on mute.

• Q&A will be offered at the end of this presentation. Please use the Chat box to ask any questions.

Sign In & Housekeeping

The RFP has been posted on Electronic State Business Daily (ESBD) at https://www.txsmartbuy.com/esbd/RFP1914-JW

Check the ESBD Frequently!!

Proposal Procedures https://www.txsmartbuy.com/esbd/RFP1914-JW

Below are the key dates in the schedule of events. This schedule can be found in Section 3.1 of the RFP.

Schedule of Events:

EVENT DATE/TIME

Issue Solicitation April 29, 2024

Virtual Pre-Proposal Conference (Optional) Zoom Meeting. Link and Instructions in Section 3.2.6 May 9, 2024, at 10:00 am, Central Time

Deadline for Submitting Questions May 13, 2024, at 5:00 PM Central Time

Anticipated Release Date of GLO/VLB Responses to Questions May 20, 2024

Deadline for Submission of Solicitation Responses June 3, 2024, at 2:00 PM Central Time

Evaluation Period June 6-20, 2024

Selection and Award Notice June 27, 2024

Contract Formation, Negotiation, and Execution June 27 – July 11, 2024

Operator Training Period / Transition Phase (if applicable) July 11, 2024, to August 30, 2024

Deadline for Insurance Prior to commencing work

Jaynee Williams, CTPM, CTCM - Jaynee.Williams@GLO.Texas.Gov

Please refer to Section 3.2.1 for contact information.

All requests, questions, or any other communications about this solicitation shall be made in writing to Jaynee.Williams@glo.Texas.gov . The only exception to this point of contact would be questions regarding the HUB program or HUB subcontracting plans. Respondents may reach out directly to the HUB team for any HUB related questions. Their contact information can be found in Section 5.6 of the RFP.

Solicitation Point of Contact mailto:Jaynee.Williams@GLO.Texas.Gov

The minimum qualifications for this RFP can be found in Section 4.1.2.

4.1.2 Minimum Qualifications:

4.1.2.1 Respondent must have been in business providing skilled nursing care services for a minimum of five years, or the principals/owners must have had ownership/executive management experience in a previous company that provided skilled nursing care services for a minimum of five years;

4.1.2.2 Respondent shall be in good standing with all applicable Regulatory Agencies; and

4.1.2.3 Respondent must be a registered entity with SAM.gov (System for Award Management) with an active Unique Entity Identifier (UEID) or the ability to obtain a UEID prior to contract execution.

Minimum Qualifications

The Selection Criteria can be found in Section 4.1.3 of the RFP.

4.1.3 Selection Criteria

4.1.3.1 Reasonableness of Cost (30%);

4.1.3.2 Respondent entity’s experience in performance of comparable engagements providing veterans centered care, as demonstrated by the Solicitation Response, any returned references, or any information in the Texas Comptroller of Public Accounts Vendor Performance Tracking System (15%);

4.1.3.3 Proposed methodology for management and operations, as described in Sections 2.2 and 2.3 of the Solicitation and as proposed in Respondent’s Technical Proposal/Operational Plan, including a transition plan if applicable (15%);

4.1.3.4 Proposed methodology for personnel and staffing, as described in Section 2.4 of the Solicitation and as proposed in Respondent’s Technical Proposal, including demonstrated experience and qualifications of Key Staff listed in the Key Staffing Profile (Section 5.1.4 of the Solicitation), as well as a staffing development plan to meet the needs of the residents and to promote the maintenance of the Home’s census at a minimum 90 percent (15%);

Selection Criteria

The Selection Criteria can be found in Section 4.1.3 of the RFP.

4.1.3 Selection Criteria

4.1.3.5 Proposed methodology for providing maintenance, repairs, and housekeeping services, as described in Section

2.5 of the Solicitation and as proposed in Respondent’s Technical Proposal (10%);

4.1.3.6 Proposed methodology for meeting nutritional and dining needs, as described in Section 2.6 of the Solicitation and as proposed in Respondent’s Technical Proposal (10%); and

4.1.3.7 Overall responsiveness, clarity, and organization of Solicitation Response (5%).

Selection Criteria Continued

Instructions for providing references are in Section 5.3 of the RFP. Please make sure references are current and available.

*** Section 5.3 of the RFP gives instructions on the types of references we are asking respondents to provide. We will be checking references by e-mail, so we ask that you make sure your references are current with valid contact information.

References

See Article VIII of the RFP. Please review the checklist carefully to ensure you include all required documents in your solicitation response.

The checklist in the RFP is provided for Respondent’s convenience only and identifies documents that must be submitted with the Solicitation Response in order to be considered responsive. Any Solicitation Responses received without these documents may be deemed nonresponsive and may not be considered for contract award. Please review the checklist carefully to ensure you include all required documents in your solicitation response.

Submission Checklist

HUB Subcontracting Plan (HSP)

Once the agency determines that HUB subcontracting opportunities are probable in the Scope of Work, a completed HUB Subcontracting Plan must be returned with your Bid/Proposal.

If the HSP is not submitted with your response or fails to meet good faith effort requirements, your response will not proceed to the evaluation team.

HUB SUBCONTRACTING PLAN (HSP) IS A REQUIREMENT

Read the HUB Subcontracting Plan (HSP) form before you begin.

The HUB GOAL is identified in the “Special Instruction” section of the HSP.

Decide whether or not you will need to subcontract parts of the contract in order to complete the agency’s scope of work.

Read the four different options on the HUB Subcontracting Plan (HSP) checklist and determine which options fit your response. Answer each section within that option.

Note: HSP Good Faith Effort – Method B (Attachment B) will require you to provide a Good Faith Effort notification and contact HUBs, trade organization or development centers.

HUB SUBCONTRACTING PLAN (HSP)

• There are four ways to complete the HSP based on the checklist.

• The checklist identifies which sections of the HSP to complete based on your subcontracting intentions.

HUB Subcontracting Plan (HSP) Quick Checklist

Options #1 – You are using subcontractors and they are all Texas Certified HUBs.

Option #2 – You will meet or exceed the HUB goal using

Texas certified HUBs and Non-HUB subcontractors.

Option #3 – You will not meet the stated HUB goal using

Texas Certified HUBs and Non-HUB subcontractors.

Option #4 – You will self-perform the entire contract with your own resources. (own employees, supplies, materials and/or equipment, to include transportation and delivery)

You may select one of the four options to complete the scope of work…

HSP Information Page:

HUB GOALS

Special reminders and instructions

Respondent and requisition information

Section 2:

Subcontracting Intentions:

Section – 2, item (a)

Section – 2, item (b):

List portions of work (subcontracting opportunities) you will subcontract, and identify the percentages of the contract you expect to award to all HUBs and Non-HUBs vendors.

If you will be using Texas certified HUBs, with whom you have had a continuous contract in place for more than (5) years, you may use them, they just won’t count towards your HUB goal.

Company Name and Requisition #

Give a complete and thorough explanation of how your company will perform the entire contract with its own resources.

Section 4:

Affirmation

Signature affirms that information provided is true and correct.

Note: After award, the HSP becomes part of your contract deliverables.

Section 3:

Self Performance Justification

Section A-1 If you responded “Yes” to Sections 2, Items

(c) or (d), you must submit a completed “HSP Good Faith Effort – Method A (Attachment A)” for each of the subcontracting opportunities listed in Section-2, item (b).

Note: Item number must coincide with “Section-2, item (b).

Section A-2 Identify subcontractors that will be used during the course of the contract; please list VID number for HUBs and Non-HUBs;

approximate dollar amount and percentage of work to be subcontracted.

To Be Determined is not acceptable.

Percentage should coincide with Section-2, item (b).

HSP GFE Method A (Attachment A)

Page 1 of 2 (Attachment B)

Section B-2: Use only for HUB Protégé subcontracting opportunity.

Section B-3:

Notification of subcontracting opportunity.

Note: You must comply with all items in Section B-3: A, B, C and D.

HSP GFE Method B (Attachment B) :

If you responded “No” to section-2, items (c) and (d), you must submit a completed “HSP Good Faith Effort – Method B (Attachment B)” for each of the subcontracting opportunities listed in Section-2, item (b).

Notify at least (3) Texas certified HUBs businesses of the subcontracting opportunities that respondent intends to subcontract.

Notify (2) or more trade organizations or development centers.

1. You must allow the HUBs, trade organization, and development centers at least (7) working days to respond to your notification prior to submitting your bid response to the agency (during the solicitation posting period).

2. The initial day of notification is considered “day zero” and does not count as one of the (7) working days.

3. Does not include weekends, federal or state holidays, or days the agency is closed by the executive director.

4. You must provide written notification of each subcontracting opportunity listed in Method B; Section B-1.Please retain supporting documentation (certified letters, faxes and e-mails) and submit them with your HSP.

Notification of a Subcontracting Opportunity 7 Working Day Notification

Note: Respondent must provide notice of each subcontracting opportunity.

HUB Subcontractor Notification form:

Page 2 of 2 (Attachment B)

Enter information for HUB Protégé subcontracting opportunity.

or List subcontractors you selected to perform the opportunity you listed in Section B-1.

If any of the subcontractors you selected to perform the opportunity listed in Section B-1 is not a Texas certified HUB, provide written justification for your selection process.

HSP GFE Method B (Attachment B)

Respondent understands and agrees that if awarded any portion of the requisition:

The respondents are required to provide written notice to all subcontractors (HUBs and Non-Hub) of their selection as a subcontractor for the awarded contract. A copy of this notice must be provided to the contracting agency’s point of contact no later than (10) working days after the contract is awarded.

1. The respondent must submit monthly expenditure reports (Prime

Contractor Process Assessment Report – PAR), as a condition of payment and to verify their compliance with the HSP.

2. The respondent must seek approval from the agency prior to making any modifications to the HSP. A HUB Subcontracting Plan (HSP) Change Order form will be provided by the agency.

Affirmation

The agency will review and evaluate the HSP and supporting documentation.

The agency may request clarifications or further documentation of your good faith effort.

The HSP is not evaluated on a point system.

Instead, it is reviewed for compliance with good faith effort requirements.

HSP Evaluation Process

Texas Comptroller of Public Accounts website HUB forms will guide you through the proper completion of the HUB Subcontracting Plan (HSP) form:

https://www.comptroller.texas.gov/purchasing/vendor/hub/forms.php

HSP Resources

If you have any questions concerning the HSP, please contact GLO HUB Coordinators below.

Stella Roland, Assistant HUB Coordinator stella.roland@glo.texas.gov 512-662-6899

Vonda White, HUB Coordinator vonda.white@glo.texas.gov 512-463-5376

GLO HUB Team Contacts mailto:vonda.white@glo.texas.gov

Management & Operation Services at the

Ussery-Roan Texas State Veterans Home, Amarillo, Texas

Texas Veterans Land Board (VLB)

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