ESBD_360076_1716296569924_RFP 953 Armored Car Services.pdf

REQUEST FOR PROPOSAL

RFP # 953

Armored Car Services

Proposals due:

Wednesday, July 10, 2024 @ 2:00 PM

Issued By:

Lone Star College 5000 Research Forest Drive

The Woodlands, Texas 77381

RFP #953 – Armored Car Services

TABLE OF CONTENTS

RFP #953

Armored Car Services

• BACKGROUND INFORMATION

• LSC SERVICE AREA

• CALENDAR OF EVENTS

• WEBEX INFORMATION

• CONTRACT TERMS

• SCOPE OF WORK

• EVALUATION CRITERIA PROCESS

• CERTIFIED HISTORICALLY UNDERUTILIZED BUSINESS (HUB) AND M/WBE

• PROVISIONS FOR RECOMMENDATION

• INTERPRETATION OR CORRECTION

• SUBMITTAL FORMAT

• IMPORTANT iSTAR VENDOR PORTAL NOTES

BACKGROUND INFORMATION

Lone Star College enrolls over 80,000 credit students each semester providing high-quality, low-cost academic transfer and career training education. LSC is also training tomorrow’s workforce today and redefining the community college experience to support student success.

LSC consists of 23 locations, including eight colleges, seven centers, and eight

Workforce Centers of Excellence, all located in the greater Houston area.

Fully accredited, Lone Star College offers industry-specific certifications, associates and workforce bachelor’s degrees and it’s 7,300 employees are committed to supporting students both in and outside the classroom.

Lone Star College serves an area of more than 2,700 square miles with a total population of 2.7 million residents, provides an annual economic impact of nearly $3 billion and is a major and growing contributor to the local economy.

Mario K. Castillo, J.D., serves as chancellor of LSC, the largest institution of higher education in the Houston area. LSC has been named a 2023 Great Colleges to Work

For® institution by the Chronicle of Higher Education and recognized by Fortune

Magazine and Great Place To Work® as one of this year’s Best Workplaces in Texas™.

Visit LoneStar.edu to learn more.

http://www.lonestar.edu/

LONE STAR COLLEGE SERVICE AREA

• 80,000+ credit students each semester

• One of the top 3 largest colleges in the nation

• One of the fastest growing college systems in the U.S.

• 11 school districts, 2,700 square miles, population of 2.7 million residents

• 7,300+ employees (part-time and full-time)

Sources: Top 3 Largest: http://www.campusexplorer.com/college-advice-tips/E8748821/10-Biggest-

Community-Colleges/fastest Growing: http://ccweek.com/article-4972-fastest-growing-community-colleges-2015-rankings.html http://www.campusexplorer.com/college-advice-tips/E8748821/10-Biggest http://ccweek.com/article-4972-fastest

CALENDAR OF EVENTS

Listed below are the dates and times by which stated actions need to be completed. If LSC determines, in its sole discretion, that it is necessary to change any of the dates and times, LSC will issue a written Addendum to this RFP. All listed times are Central Standard Time.

DATE / TIME ACTION

Tuesday, May 21, 2024 1st Legal advertising & release of RFP

Tuesday, May 28, 2024 2nd Legal advertising

Thursday, June 6, 2024 @ 10:00 AM

Web-Ex Pre-proposal Conference (non-mandatory) *See WebEx details on next page.

Thursday, June 20, 2024 @ 2:00 PM

Last day and time for Respondents to submit email communications and inquiries.

Inquiries need to be addressed to:

janet.bradley@lonestar.edu

Wednesday, June 26, 2024

Addenda, if any, responding to written communications/inquiries will be emailed to Respondents

Wednesday, July 10, 2024 @ 2:00 PM Deadline for proposal submission

Wednesday, July 18, 2024

Evaluation of Proposals & Notification to

Selected Respondents of

Presentation/Interview Date

Monday, July 29, 2024 through

Wednesday, July 31, 2024

Interview/Presentations, if necessary, &

Selection of Respondent

Thursday, September 5, 2024 Recommendation of Selected

Respondent(s) to the Board of Trustees mailto:janet.bradley@lonestar.edu

WEBEX INFORMATION

WebEx agenda:

1. How to register as a supplier,

2. Where to locate the bid documents, and

3. How to successfully submit a bid proposal.

It is strongly recommended that the individual responsible for uploading the bid proposal submission attend this online meeting.

Thursday, June 6, 2024

10:00 AM | (UTC-05:00) Central Time (US & Canada) | 30 mins

Join from the meeting link https://lonestar.webex.com/lonestar/j.php?MTID=m5b77181fed1d0b959f1bd4db61e512

Join by meeting number

Meeting number (access code): 2634 948 1208

Meeting password: zUkJRHcM556

Join by phone

1-408-792-6300 Call-in toll number (US/Canada) https://lonestar.webex.com/lonestar/j.php?MTID=m5b77181fed1d0b959f1bd4db61e51230 https://lonestar.webex.com/lonestar/j.php?MTID=m5b77181fed1d0b959f1bd4db61e51230

CONTRACT TERMS

This Request for Proposal (“RFP”), and the information contained within, is an invitation to bid and is provided to assist qualified bidders in formulating proposals. This RFP is not a contract nor an offer to contract. No contractual obligations shall arise until a formal contract is executed between Lone Star College and the successful respondent.

The term of the award with the successful respondent will be for an initial period of three

(3) years, with additional two (2) one-year options, by mutual consent—not to exceed a total contract term of five years inclusive of the initial three-year term.

Per Lone Star College Policy Manual, Section III.D.1.4 and III.D.1.7, all vendors are responsible for verifying an individual’s or organization’s authority before any purchase, contract, or debt is incurred. Persons making unauthorized purchases are fully responsible for such debts. Therefore, vendors are not to render any services or provide goods to Lone Star College until an executed contract is in place.

SCOPE OF WORK

Lone Star College (“LSC”) is seeking a vendor to provide armored car services. These services shall include, but not be limited to, pick-up of cash and checks and change order delivery services from multiple LSC campus locations. Pick-up and change order delivery services frequency shall vary by individual location.

1. DEPOSITORY

LSC’s current depository bank is J.P. Morgan Chase,712 Main Street, 9th Floor

North, Houston, Texas 77002. Deposits are to be taken to the nearest J.P. Morgan

Chase Vault location upon pickup.

2. PICK UP SCHEDULES

The Respondent shall include in its proposal a twice-weekly (Tuesday and

Thursdays) schedule for picking up all regular deposits and delivering change fund orders at each location. If awarded a contract, the Respondent’s firm shall be responsible for adhering to the established schedule. Only as a result of unforeseen circumstances, and/or with the approval of the Lone Star College

System Office, may the established service schedule be changed. If for security reasons the schedule must be varied, a “not earlier than” time shall be established to allow adequate preparation of the deposit by the location’s

Business Office.

3. SPECIAL PICK UPS

Special pickups (extra) may be required. Special pickup requirements may vary from LSC’s campus locations, but unless otherwise designated, there may be an occasion for the following:

(1) A Day special pickup between 9:00 a.m. and 12:00 p.m.

(2) An Evening special pickup between 9:00 p.m. and 10:00 p.m.

4. HOLIDAYS

A schedule of LSC holidays is included below and subject to change. Service on these days will not be required. Respondent is asked to identify any holidays observed by the Respondent or special bank holidays that are not listed as LSC holidays that would require a holiday pickup. LSC holidays would generally not require any service by the Respondent.

Date Number of Days Comment

New Year’s Day 1

Martin Luther King, Jr.

Day

Spring Break 5

Monday- Friday of Spring

Break (One Full Week in

March)

Spring Holiday 1 Good Friday

Memorial Day 1

Juneteenth Holiday 1

Independence Day

Holiday

Labor Day Holiday 1

Thanksgiving Day

Holiday

Winter Holidays 10 Winter Holidays

5. BASE BID PROPOSAL FORM

Proposals are requested for a monthly rate for each LSC campus location, with a separate rate for the two working weeks of December and three working weeks in

March. Furnish a one-hour timeframe window between the hours of 8:00 a.m. and

4:30 p.m., on Tuesday and Thursday, when service at the LSC campus location(s) included in the proposal will be scheduled.

If the service contractor fails to provide pickup services at a LSC campus location through their service disruption or error and not from an unplanned LSC campus location closing for bad weather or any other emergency, state the amount to be deducted from the billing for the missed pickup.

Firm prices are requested for three (3) years for armored car services. LSC reserves the right to award reasonable and substantiated fuel increases once (1 time) per contractual year. LSC reserves the right to reject any unsubstantiated price increase. It will be the responsibility of the contracted transportation provider to request in writing a rate increase to be approved by LSC for the additional two

(2) one-year options period, provided the contract is extended through mutual agreement.

Provide rates for special pickups (extra) that may be required at any LSC campus location during registration periods. Registration periods normally occur two to four times per year. The number of special pickups will vary by time period and by LSC campus location depending on registration volumes.

LSC anticipates the addition of future LSC campus locations and reserves the right to add these locations at a later date.

The Respondent will furnish any additional information that will be helpful in assessing their service capabilities, including the types of insurance policies and the amount of insurance coverage carried by the Respondent.

Upon completion, total the BASE BID PROPOSAL FORM and enter the grand total for all scheduled services in iStar on bid line #1.

6. Requirements of the Successful Respondent

The awarded vendor shall provide certificates of insurance in accordance with

LSC’s requirements. In addition, the successful Respondent shall provide proof of insurance that bonds their employees and shall be responsible for the full value of all LSC’s property or deposits while in its possession. Courier shall be responsible for all loss of monies and other items placed in its custody for transport and deposit.

Additionally, vendor’s employees shall be dressed in vendor issued uniforms clearly labeled with company identification. All vendor employees will also carry company issued photo identification on their person.

EVALUATION CRITERIA PROCESS

All Requests for Proposals shall be evaluated based on the following criteria listed below by members of an evaluation committee. The committee consists of individuals who are well-versed with the subject matter as well as those who will be the beneficiaries or users of services provided in said RFP.

Weighted scoring criteria for the review of the submitted proposals in accordance with Texas Education Code §44.031 will be:

1 The purchase price 25%

The reputation of the vendor and of the vendor’s goods or services 10%

3 The quality of the vendor’s goods or services 20%

The extent to which the goods or services meet the district’s

(LSC’s) needs 25%

5 The vendor’s past relationship with the district (LSC) 5%

The impact on the ability of the college to comply with laws and rules relating to historically underutilized businesses (HUB) 5%

The total long-term cost to the district (LSC) to acquire the vendor’s goods or services 0%

The vendor’s ultimate parent company or majority owner has its principal place of business in Texas or employs at least 500 persons in Texas

0%

Any other relevant factor specifically listed in this request for bids or proposals 10%

TOTAL 100%

The information provided under each of the above criteria factors shall be as follows:

1. The purchase price

a. The vendor will include all applicable costs in their RFP response including, but not limited to, future costs that may apply and that are not resulting from additional services requested by the college. Additional costs more than the total amount bid will be the responsibility of the awarded vendor.

b. Respondent must agree to hold firm all pricing for the term of the agreement.

Any changes to this must be submitted and approved in writing by a duly authorized representative of the College.

c. Lone Star College reserves the right to refuse any rate increase it may deem unreasonable. Respondent shall not consider a “no response” as an approval to proceed.

d. Prices shall be indicated by unit price and total (sum) item price. In case of discrepancy, the unit price shall govern. If the sum of the item is not included, the bid will be considered non-responsive. The unit price shall include all items required, including training, installation, shipping, and delivery charges.

e. Respondents shall complete the PRICING WORKSHEET (included in this document) with the prices for the services, including options as well as the total price in iStar.

2. The reputation of the vendor and of the vendor’s goods or services

a. Provide previous experience and references with providing similar goods and/or services for similar scopes of work (maximum of three (3) pages for submittal).

b. Provide a list of three (3) completed scopes of work with the goods and services relevant under this RFP in accordance with the format included in this RFP.

3. The quality of the vendor’s goods or services

a. Provide the quality control plan your company will follow to ensure the College will receive the best quality of service requested under this RFP

b. Provide a brief summary of quality features included in the services proposed and why these features make these services better than other similar services.

4. The extent to which the goods or services meet the college’s needs

a. Provide company name, address, telephone number, date the company was established under this proposal and the proposed account executive.

b. Describe availability, delivery, and methodology used for software updates, upgrades, and maintenance.

c. Provide detailed product specifications for any equivalents offered

d. Provide a project timeline

5. The vendor’s past relationship with the college

a. Previous contract award and vendor’s performance record.

b. This is an opportunity to evaluate how the vendor has performed on a previous contract award with LSC. New firms with no past history with the College will receive three (3) points. No vendor response is needed here.

6. The impact on the ability of the college to comply with laws and rules relating to historically underutilized businesses (HUB)

Certified HUB, Minority and/or Veteran and Women-Owned Businesses Participation:

a. If applicable, provide a copy of Certified HUB, Minority and/or Veteran and Women-Owned Businesses certification.

b. If applicable, indicate the percentage Certified HUB, Minority and/or Veteran and Women-Owned Businesses participation you wish to achieve.

c. Provide procedures to achieve established plan.

d. Provide an example of tools your Firm uses to report to Owners on actual use of Certified HUB, Minority and/or Veteran and Women-Owned Businesses.

7. The total long-term cost to the college to acquire the vendor’s goods or services

a. Provide any other components that may add cost to the bid price.

8. The vendor’s ultimate parent company or majority owner has its principal place of business in Texas or employs at least 500 persons in Texas

a. Does your parent company or majority owner have its principal place of business in Texas?

b. Does your parent company or majority owner employees at least 500 persons in Texas?

9. Any other relevant factor specifically listed in this request for bids or proposals

a. Provide any recommendations or enhanced services that your company can provide, which is relevant to the RFP.

b. This bid factor will evaluate the comprehensiveness of your company’s response to the proposal including all attachments and required information provided to assess your company’s capacity, experience, staffing and quality control measures.

c. Vendor must indicate whether it would be willing to accept payment from Buyer via credit card with JPMorgan Chase Bank. Such payment would result in quicker turnaround time of vendor’s invoice once it has been approved for payment, eliminating the possibility of lost checks, mail delays, etc. If the successful vendor has indicated that they will accept such payment, further information will be available at time of award. Vendor’s response to this section will be factored into the comparative analysis and final decision.

d. Attach a copy of your Standard Service Level Agreement (SLA) template.

CERTIFIED HISTORICALLY UNDERUTILIZED BUSINESS (HUB) and MINORITY, WOMEN, AND VETERAN BUSINESS ENTERPRISE (M/WVBE)

Lone Star College (LSC) promotes and encourages contracting and subcontracting opportunities for Certified HUB and Minority, Women, and Veteran Business Enterprises (M/WVBE) in all proposals/contracts. Respondents are encouraged to include Certified HUB and Minority, Women, and Veteran Business Enterprises whenever feasible which may include subcontracts for products and services. For non-HUB and non-M/WVBE firms, Respondents selected for an on-site interview will be asked to present a HUB/MWBE subcontractor plan as part of its presentation.

Noncompliance of Commitment Participation Utilization Goal:

A Respondent will propose a participation commitment utilization percentage (or goal), which will be tracked by a progress assessment report based on data provided monthly.

The monthly submittal of the Progress Assessment Report is mandatory, failure to meet the utilization goal will subject the Respondent to penalties based on the amount of the goal not achieved. Attached will be the mandated LSC Prime Contractor Progress Assessment Report form.

Utilization Goal and Penalty:

If a Respondent utilization goal is not met, there will be a penalty assessed on the amount not achieved using the following sliding scale.

Utilization

Goal

Penalty

Applied to

Amount not

Achieved

0-20% 5%

21-40% 4%

41-60% 3%

61-80% 2.75%

81-100% 2.50%

A Respondent must recommend and receive approved written consent from LSC Supplier Diversity Department for any substitutions of Certified HUB and Minority, Women, and Veteran Business Enterprises related to maintaining the participation commitment or goal.

A Respondent who intentionally and/or knowingly misrepresents facts may be suspended from participating in work for not less than one (1) year.

PROVISIONS FOR RECOMMENDATION

LSC reserves the right to:

1. Reject any and/or all Proposals.

2. Revise the RFP and/or issue addenda to the RFP in the event it becomes necessary. Addenda will be provided to all those who received the RFP notice.

3. Accept any Proposals or portion thereof that, in the opinion of LSC, are the most advantageous to LSC.

4. Cancel this RFP in partial or total; to make a partial award, or to make no award if it determines that such action is in the best interest of the College.

5. Request additional references when deemed necessary.

6. Conduct a post-award meeting with the successful Respondent as deemed necessary.

7. Request additional information or clarifications from the Respondent(s), if needed.

8. Award of this RFP will be made to the vendor or vendors providing the best value for goods or services.

9. Pricing to be held firm for 180 days after bid closes.

INTERPRETATION OR CORRECTION

LSC is not liable for interpretations, misinterpretations or other errors or omissions made by the respondent in responding to this RFP. Any required addendum to the RFP will be made in writing by the LSC purchasing department. Any person, firm, or corporation submitting a proposal is deemed to have read, understood, and agreed to all terms, conditions, and requirements set forth in the RFP. The respondent agrees to conform in general to the terms of the RFP, details of which will be set forth in a signed agreement between LSC and the respondent.

From the date of issuance of the RFP until a contract is fully executed, the respondent must not discuss the proposals or any part thereof with any employee, agent, or representative of LSC except as expressly requested by LSC in writing. Violation of this restriction will result in the rejection of the respondent’s proposal.

All inquiries, requests for clarification, or additional information must be submitted in writing to the commodity manager. In the written request, the respondent must identify him/herself and provide the page number, section, and paragraph in question. All written inquiries must be received by LSC no later than the scheduled date shown in the Calendar of Events outlined in this document.

All LSC responses will be provided to all prospective respondents. All addenda issued by LSC shall become a part of the RFP, and respondents shall acknowledge receipt of each addendum by corresponding number and date in its response.

Inquiries concerning this RFP should be addressed to LSC as follows:

Janet Bradley, Commodity Manager E-mail: Janet.Bradley@lonestar.edu Phone: (832) 813-6299

SUBMITTAL FORMAT

Responses to this RFP shall be submitted online through the iStar Vendor Portal in the order outlined in the Table of Contents. No paper or email submissions will be accepted.

You will need to register and log on to submit a bid proposal or view online documents at http://wwwappsdstc.lonestar.edu/istar/supplier.htm.

For assistance with the online registration process, contact MC-Vendors@lonestar.edu http://wwwappsdstc.lonestar.edu/istar/supplier.htm mailto:MC-Vendors@lonestar.edu

IMPORTANT iSTAR VENDOR PORTAL NOTES:

It is the vendor’s responsibility to successfully submit bid proposals before the bid close date and time specified in the Calendar of Events. Once your proposal has been submitted successfully in the iStar Vendor Portal, the email address that is associated with the registration will receive an automated confirmation email.

If you believe that you have successfully submitted your bid proposal and did not receive a confirmation email and you have confirmed that it did not go to your SPAM, then contact the Commodity Manager.

Please upload as one PDF attachment on line 1 in iStar the following required information in your proposal in the order of the Table of Contents.

Please name your PDF file as such: RFP 953_YourCompanyName.pdf

Please return the following documents below this page in your bid submittal.

(1) TABLE OF CONTENTS CHECKLIST

Your Company Name:

☐ 1. Table of Contents Checklist

☐ 2. Base Bid Proposal Form

☐ 3. Primary Contact

☐ 4. Company Profile

☐ 5. References

☐ 6. Quality Plan

☐ 7. Long Term Costs

☐ 8. Other Relevant Factors

☐ 9. Respondent’s Service Level Agreement (SLU) template

☐ 10. Exclusions and/or Substitutions to Proposal

☐ 11. Certified HUB, Minority and/or Veteran and Women-Owned Business

☐ 12. LSC-HSP PAR SDD 2017 7.10.17

☐ 13. Felony Conviction/Debarment Notice Clean Air & Water Act Notice

☐ 14. Federal Provisions Questionnaire

☐ 15. Conflict of Interest Questionnaire: Provide a SIGNED copy of the

CIQ (State Required Form, provided in the iStar Vendor Portal)

☐ 16. Certificate of Insurance

☐ 17. Addenda, if any

(2) BASE BID PROPOSAL FORM

Complete Attachment A – Base Bid Proposal Form

(Attached separately to the bid event in the Vendor Portal.)

(3) PRIMARY CONTACT

dba (if applicable):

Address:

Phone Number:

Primary Contact for Bid Clarification for this RFP (please print):

Primary Contact’s Phone Number: (if different from the above phone number):

Primary Contact’s email address required (please print):

Primary Contact’s Title:

(4) COMPANY PROFILE

Phone Number:

Web Page (if available):

Years of experience providing services equivalent to those requested in this proposal:

Number of employees:

Date company established under name stated in this proposal:

Company Principals:

Name: Title:

(5) REFERENCES

Reference # 1:

Is this reference one of your most current and relevant contracts similar in size and scope to this LSC RFP? ☐YES ☐NO

Company Name:

Contact Name:

Phone:

Email:

Brief description of services:

Term of Contract:

Comments:

Reference # 2:

Reference # 3:

(6) QUALITY PLAN

Insert your quality control plan here.

(7) LONG TERM COSTS

Insert your long-term costs here.

(8) OTHER RELEVANT FACTORS

Insert any other relevant factors here, including but not limited to any recommendations or enhanced goods or services that your company can provide.

(9) SERVICE LEVEL AGREEMENT

Insert your company’s Service Level Agreement here.

(10) EXCLUSIONS AND/OR SUBSTITUTIONS TO PROPOSAL

☐ We DO have exclusions and/or substitutions included for this Event

(see details listed below)

☐ We DO NOT have any exclusions and/or substitutions included for this Event

Details: (Please list all exclusions and/or substitutions or attach a separate sheet)

(11) CERTIFIED HUB, MINORITY AND/OR VETERAN

AND WOMEN-OWNED BUSINESS

1. Complete Section I to indicate what kind of certifications you have as a HUB. (If you are not a HUB, continue to Section II.)

2. Complete Section II if your company is not planning to utilize HUB or minority sub-contractor(s) and explain the reasons. (Do not fill out Sections III and IV, and then continue to Section V and VI.)

3. Complete Section III if your company plans to utilize HUB or minority sub-contractor(s). List the subcontractors and attach the certification with each sub-contractor in a separate attachment.

4. Complete Section IV to describe your sub-contracting plan.

5. Complete Section V to provide information about your supplier diversity practices.

6. Complete Section VI to do your self-assessment.

Section I: Certifications for HUB

Please check the appropriate group and attach your Certification(s) behind this form in your proposal submittal. Upon the receipt of valid certification, HUBs will obtain 5 points on the HUB evaluation.

☐ City of Austin ☐ Southwest Minority Supplier

Development Council

☐ City of Houston ☐ State of Texas HUB

☐ Dallas/Fort Worth Minority Supplier

Development Council

☐ Texas Department of Transportation

☐ El Paso Hispanic Chamber of

Commerce

☐ Women’s Business Council Southwest

☐ Golden Triangle Minority Business

Council

☐ Women’s Business Enterprise Alliance

☐ Houston Minority Supplier

Development Council

☐ U.S. Department of Veteran Affairs

☐ South Central Texas Regional

Certification Agency

☐ National Minority Supplier

Development Council ☐ Women’s Business Enterprise National

Council

Please state your business utilization goal with your own workforce that you wish to achieve. % of our business utilization goal is with our own workforce.

Section II: Not Presenting a Subcontracting Plan

Section III – Sub-contracting Plan

If you are going to utilize HUB or minority businesses, fill out the percentage of utilization goal and the list of subcontractors.

% of our business utilization goal with other Certified HUB or minority businesses.

Sub-Contractors

In the table below write the company name, the service they will provide, the contact information, and the estimated of the utilization goal.

Insert certification(s) for each Company after this page (Verify all certifications are valid and not expired) If additional space is required, please attach information in the below format behind this form in your proposal.

Company Name

Services Address Company Contact

Phone # Subcontracting

Total estimated utilization goal for proposal:

Please provide an explanation of why you will not be presenting a sub-contracting plan.

Section IV: Description of the Sub-contracting Plan

Please provide information about the subcontracting plan. Presenting a strong and coherent sub-contracting plan will allow you to get 2.75 points on the HUB evaluation.

a) Describe the principal types of supplies and services to be subcontracted.

b) Describe your efforts to make sure that minority businesses have an equitable opportunity to compete for subcontracts, and how you identify potential subcontractors.

c) Do you commit to submitting monthly reports so that Lone Star College can determine the extent of compliance with the subcontracting plan?

☐ YES ☐ NO

Section V: Diversity Practices

Please provide information about the diversity practices implemented in your business.

Presenting strong supplier diversity initiatives will allow you to get 2 points on the HUB evaluation.

a) Describe the initiatives performed by the company in supplier diversity and outreach efforts to contact business development organizations, trade associations, conferences, and trade fairs to locate HUB or minority businesses.

b) Share data regarding expenditures made to certified minority businesses or

HUBs and has established goals based upon subcontracting activities in the past. (Write N/A if this information is not available).

c) Do you have a mentor-protégé program?

YES _____ NO _____

d) If the “c” is yes, please describe how your program works.

e) If you have a link with more information about your supplier diversity strategies on your website, please share the link here:

Section VI: Self-Assessment

Write an “X” according to the evaluation you give yourself for the criteria listed.

Presenting the self-assessment coherent to the information provided in the other sections will allow you to get 0.25 points on the HUB evaluation.

Description Strong Moderate Minimum None

The methods to calculate and develop a subcontracting goal are…

The system for identifying potential subcontractors for the several projects is…

The efforts to make sure that minority businesses have an equitable opportunity to compete for subcontracts are…

The system for controlling the compliance of the subcontracting plan is…

The initiatives performed by the company in supplier diversity and outreach efforts to contact business development organizations, trade associations, conferences, and trade fairs to locate minority or HUB businesses are…

The system to obtain data regarding expenditures made to certified minority businesses or HUBs is…

The mentor-protégé program is…

The program to promote the use of minority businesses is…

Date: Printed Name:

Title: Signature:

(12) LSC-HSP PAR FORM

Do not complete or fill in this form at this time; simply include a copy of this form in your proposal after the Certified HUB section. Including this form will be your acknowledgement and agreement your firm will utilize this progress assessment form after award of this project.

(13) FELONY CONVICTION / DEBARMENT NOTICE

CLEAN AIR & WATER ACT NOTICE

Texas Education Code Section 44.034, Notification of Criminal History, Subsection (a) states “a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony.”

Subsection (b) states “a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract.” This notice is not required of a publicly held corporation. (Please CHECK APPROPRIATE BOX below and COMPLETE ALL SIGNATURE BLOCKS.)

Company’s Name:

Authorized Company Official’s Name (printed):

☐ My firm is a publicly held corporation; therefore, this reporting requirement is not applicable

☐ My firm is not owned nor operated by anyone who has been convicted of a felony

☐ My firm is owned or operated by the following individual(s) who has/have been convicted of a felony:

Name of Felon(s):

Details of Conviction(s):

Signature of Company Official:

I hereby further certify that my company has not been debarred, suspended, or otherwise made ineligible for participation in Federal Assistance programs under Executive Order 12549, “Debarment and Suspension,” as described in the Federal Register and Rules and Regulations.

I, the vendor, am in compliance with all applicable standards, orders or regulations issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 7606), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 11738 and

Environmental Protection Agency Regulation, 40 CFR Part 31 and as required under OMB

Circular A-102, the grantor agency and to the United States Environment Protection

Agency Assistant Administrator for the Enforcement.

(14) FEDERAL PROVISIONS QUESTIONNAIRE

(This form must be completed in its entirety and attached to your completed proposal)

Representative’s Name:

Title:

FEDERAL PROVISIONS

The following provisions are required and apply when federal funds are expended by Lone Star College for any contract resulting from this procurement process. Please acknowledge that you have read the provisions and will comply accordingly: (See terms and conditions for definition)

☐ Yes ☐ No Equal Employment Opportunity

☐ Yes ☐ No Copeland “Anti-Kickback” Act (18 U.S.C. 874 and 40 U.S.C.

276c)

☐ Yes ☐ No Contract Work Hours and Safety Standards act (40 U.S.C. 3701-

3708)

☐ Yes ☐ No Rights to Inventions Made Under a Contract or Agreement (37

CFR PT 401)

☐ Yes ☐ No Davis-Bacon Act as amended (40 U.S.C. 3141-3148)

☐ Yes ☐ No Clean Air Act (42 U.S.C. 7401-7671 q.)

☐ Yes ☐ No Debarment and Suspension (Executive Orders 12549 and

12689)

☐ Yes ☐ No Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)

☐ Yes ☐ No Buy American Act (41 U.S.C. 10a-10d)

☐ Yes ☐ No Sherman Antitrust Act (15 U.S.C. 1-7)

Signature: Date:

(15) CONFLICT OF INTEREST QUESTIONNAIRE

Insert your conflict of interest questionnaire (CIQ) here.

(16) CERTIFICATE OF INSURANCE

Insert a copy of your certificate of insurance (COI) here.

(17) ADDENDA

Insert copies of all addenda here to acknowledge that you have received and read each one.

END OF DOCUMENT