ESBD_370409_1722530625967_RFP 809-24-0018 - Bullock Museum Media Buying.pdf
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- Attached to
- Bullock Museum Media Buying
- Solicitation number
- 809-24-0018
- Issued by
- Travis County, Austin City, Texas
About this file
This document is a Request for Proposals (RFP) issued by the State Preservation Board (SPB), a state government agency in Texas, for media buying services for the Bullock Texas State History Museum (TSHM). The RFP seeks proven, culturally-minded, forward-thinking media buying companies to assist TSHM in creating and implementing a paid advertising strategy to promote the museum's full experience, including exhibitions, theaters, programs, events, venue rentals, membership, gift shop, and on-site restaurant, with the goal of increasing revenue and attendance. The required media buying services include a strategic combination of digital and traditional advertising channels. The RFP provides details on the project scope, minimum qualifications, schedule, submission requirements, evaluation criteria, and contract terms. The contract term is one year with two optional one-year renewals.
The budget for this project is not to exceed $100,000 for the initial one-year period. The RFP strongly encourages participation from Historically Underutilized Businesses (HUBs) and provides instructions for submitting the required HUB Subcontracting Plan. Proposals are due by August 29, 2024 at 2:00 pm CST, and the anticipated contract start date is September 2024.
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State Preservation Board
REQUEST FOR PROPOSALS
RFP 809-24-0018
FOR
Bullock Museum Media Buying
NIGP Class-Item Code(s):
NIGP Class-Item Title
915-01 Advertising Agency Services 915-02 Advertising Services, Including Notice of Bid
Solicitation, Statutory Notices, Legal 915-03 Advertising and Public Relations, Including
Skywriting 915-04 Advertising Services, Outdoor Billboard, etc.
915-10 Advertising, Digital
Solicitation Release Date: Thursday, August 1, 2024 Proposal Due Date: Thursday, August 29, 2024 by 2:00pm CST
Solicitation Point of Contact Tracy Limon, Contract Specialist
P.O. Box 13286 Austin, Texas 78711 spb.bids@tspb.texas.gov mailto:Spb.bids@tspb.texas.gov
ATTENTION: It is the responsibility of interested parties to periodically check the Electronic State Business Daily (ESBD) website, https://www.txsmartbuy.com/, for updates to this solicitation prior to submitting a response. Please search under Agency Code 809 (State Preservation Board).
The Respondent’s failure to periodically check the ESBD will in no way release the selected contractor from addenda or additional information resulting in additional cost to meet the requirements of the Solicitation.
SPB RFP 809-24-0018
Contents
SECTION I – GENERAL INFORMATION
1.1 DESCRIPTION OF SERVICES REQUESTED
1.2 PROJECT DETAILS
1.3 BUDGET
1.4 CONTRACTOR REQUIREMENTS
1.5 MINIMUM QUALIFICATIONS AND EXPERIENCE
1.6 HISTORICALLY UNDERUTILIZED BUSINESSES
1.7 CONTRACT TERM
SECTION II – SOLICITATION REQUIREMENTS
2.1 SPECIFIC RFP REQUIREMENTS
2.2 SCHEDULE OF EVENTS
2.3 REVISIONS TO SCHEDULE
2.4 RESPONSE PREPARATION COSTS
2.5 INQUIRIES
2.6 RESPONSE EVALUATION AND AWARD
2.7 CRIMINAL BACKGROUND CHECKS
2.8 PERFORMANCE MEASURES AND SPB RESPONSIBILITIES
2.9 ADDING NEW PRODUCTS/SERVICES TO CONTRACT AFTER AWARD
2.10 MODIFICATIONS OF CONTRACT TERMS AND/OR AMENDMENTS
2.11 MEETINGS
2.12 CONTRACT ADMINISTRATION
SECTION III – RESPONSE ITEMS
ITEM 1 – RESPONDENT PROPOSAL FORM
ITEM 2 – COMPANY PROFILE AND HISTORY
ITEM 3 – ORGANIZATIONAL CHART OF PROPOSED PROJECT TEAM
ITEM 4 – PORTFOLIO OF RELEVANT EXPERIENCE
ITEM 5 – REFERENCES WITH CORRESPONDING PROJECTS
ITEM 6 – SUMMARY OF PROPOSED SERVICES
ITEM 7 – COST PROPOSAL
ITEM 8 – HISTORICALLY UNDERUTILIZED BUSINESSES SUBCONTRACTING PLAN
Attachments Attachment A - Scope of Work Attachment B - HUB Subcontracting Plan Attachment C - SPB Standard Terms and Conditions
SECTION I – GENERAL INFORMATION
1.1 DESCRIPTION OF SERVICES REQUESTED
The Bullock Texas State History Museum (TSHM), a division of the State Preservation Board (SPB), a State of Texas government agency, is soliciting proposals from proven, culturally-minded, forward-thinking media buying companies to assist TSHM in creating and implementing a paid advertising strategy that successfully leverages the most effective channels to reach intended Austin Designated Market Area (DMA) target audiences. The company will work closely with TSHM to promote the museum’s full experience: exhibitions, theaters, programs and events, venue rental spaces, a membership program, a gift shop (the Museum Store) and an onsite restaurant (The Star Cafe), with the goal of increasing TSHM’s revenue and attendance.
Media buying services will include a strategic and effective combination of digital channels and methods, including digital display, programmatic, Search Engine Marketing (SEM), Pay-per-Click (PPC), Over-the-Top (OTT), digital video, digital radio and podcasts, as well as select traditional advertising channels as recommended to reach TSHM’s goals, such as billboards/ Out-of-Home (OOH), print advertising and terrestrial radio.
Social media, email marketing, direct mail, website optimization/SEO, graphic design services, and public relations are handled in house and not requested as part of this RFP.
1.2 PROJECT DETAILS
Please see Attachment A: Scope of Work for project details.
1.3 BUDGET
The budget for this project is not to exceed $100,000 for fiscal year FY25 (September 1, 2024 – August 31, 2025).
1.4 CONTRACTOR REQUIREMENTS
Contractor agrees to conduct all its services under the awarded contract by and through appropriate communications with SPB. No work, installation or other services shall be undertaken by Contractor except with the prior written authorization by SPB. Contractor understands and agrees that work, installation or other services performed without prior written authorization of the SPB is considered work outside the scope of the contract and shall be performed exclusively at Contractor’s risk. Contractor shall provide service in accordance with requirements specified herein and the resulting contract and adhere to the SPB Terms and Conditions.
1.5 MINIMUM QUALIFICATIONS AND EXPERIENCE
Respondent to this RFP shall meet the following minimum qualifications:
a) Five (5) years of proven success with media buying services, including strategizing, implementation, monitoring, tracking and reporting capabilities
b) The ability to connect in-person or via telephone or video conferencing on a regular basis during the length of the contract to communicate strategy, results and make adjustments
c) Proven experience working with cultural institutions and/or tourism destinations,
d) Shall be in good financial standing. SPB reserves the right to request a copy of the respondent’s audited or un-audited financial statement.
The Respondent must provide a minimum of 3 verifiable references for current or previous projects of the same size and for similar or same services. The referenced work must have occurred within the last 5 years. References must be provided as described in ITEM 5.
1.6 HISTORICALLY UNDERUTILIZED BUSINESSES
It is the policy of SPB to make a good faith effort to achieve the annual program goals by contracting directly with Historically Underutilized Businesses (HUBs) in accordance with Texas Government Code Chapter 2161, Subchapter F, and HUB Rules promulgated by the Comptroller of Public Accounts (CPA), 34 TAC Chapter 20.
HUBs are strongly urged to respond to this RFP. Under Texas law, state agencies are required to make a good faith effort to assist HUBs in receiving certain percentages of the total value of contract awards. Vendors who meet the qualifications are strongly encouraged to apply for certification as HUBs.
1.7 CONTRACT TERM
The prices quoted shall be firm for the initial service period of one year. Subsequent price changes, if any, will be applied at the beginning of each renewal period (September 1) and remain firm for the duration of that period (through August 31).
Price changes, if any, shall be based on changes in indices/costs as listed in the Consumer Price Index published by the Bureau of Labor Statistics. The awarded vendor must request https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2161.htm a price increase in writing at least 30 days prior to the beginning of each renewal period for it to be considered.
The term of service may be extended upon mutual agreement for two (2) additional one (1) year periods with the same terms and conditions of the initial service period at the exclusive option of the SPB.
Initial Service Period: Upon Award - 08/31/2025 1st Optional Renewal Period: 09/01/2025 - 08/31/2026 2nd Optional Renewal Period: 09/01/2026 - 08/31/2027
SECTION II – SOLICITATION REQUIREMENTS
2.1 SPECIFIC RFP REQUIREMENTS
Where applicable, the response to each Item, including attachments, must not exceed the specified length. Clearly identify the Item at the beginning of each response and provide a separate section for that response, or indicate why no response is given.
A. Delivery of Proposals:
Proposals must be clearly marked RESPONSE TO RFP 809-24-0018 and must be received by the deadline.
Proposals may be delivered either:
• Electronically to Spb.bids@tspb.texas.gov, or
• Via Express or Overnight Delivery.
When emailing the proposal package, the email subject line must contain the RFP number and title as indicated in this RFP. It is recommended that Respondents begin the email process at least 24 hours in advance of the due date/time since most large attachments are quarantined and delayed for security scanning. The State is not responsible for failure of electronic equipment or operator error. SPB takes no responsibility for electronic submittals that are captured, blocked, filtered, quarantined or otherwise prevented from reaching the proper destination (email address) by the due date/time by any SPB anti-virus or other security software.
Proposals delivered via Express or Overnight Delivery must received by the deadline.
Delivery to:
State Preservation Board Attn: Purchasing
201 E. 14th St., Ste. 950 https://txlege-my.sharepoint.com/personal/o880915_legis_texas_gov/Documents/Procurement%20Team/DRAFT%20RFP%20809-24-0009%20-%20Governor's%20Mansion%20Security%20Fence/Spb.bids@tspb.texas.gov
Austin, TX 78701 SPB Office Hours are Monday to Friday 8:00 a.m. to 5:00 p.m. The Reception Desk is closed for lunch 12 p.m. to 1 p.m. The office is closed on state and national holidays.
Proposals received via email will be acknowledged. If no email confirmation is received, contact the SPB Purchasing Department at 512-936-4691 to confirm receipt of proposal.
B. Required Contents of Proposal: Respondent must submit all information listed below, in the order given, as the response to this RFP. The response will only be considered if all items are submitted as required. Incomplete/late responses to this RFP will not be considered.
1. Item 1: Signed and dated Respondent Proposal Form
2. Item 2: Company Profile and History (maximum - two pages) - Should include:
a. Company name, address, phone number, website, and legal status (corporation, partnership, joint venture, sole proprietorship).
b. Name and title of person submitting the proposal with the authority to bind the company.
c. Name, phone number, and email address of contact person for any questions on the proposal.
d. Describe the general nature of previous work, the number of years in business, size, and scope of operation. Include any accreditation obtained with any industry professional organizations or licensure.
3. Item 3: Organizational Chart of Proposed Project Team
a. Organizational chart which shows roles and responsibilities of key individuals assigned to provide services under the contract and background and experience for key employees assigned to provide services under the contract and staff resumes of industry professionals with licensure and project manager. Don't include information of anyone who will not be actively involved in the Project. Consider staffing in terms of your firm's current and projected workload during the timeframe of this project, including percentage of time that the Project Manager will commit to this project. Provide a description and evidence of how Respondent will deliver the requirements specified in the Scope of Work.
4. Item 4: Portfolio of Relevant Experience : Portfolio of a minimum of 3 and up to 5 projects of relevant media buying services work, including for a cultural institution and/or tourism destination. Referenced projects must detail the firm's expertise with media buying as related to the project detailed in this RFP.
List the projects in priority order, with the most related project listed first.
Provide the following information for each project listed:
a. Project name and location
b. Project owner
c. Project description, including a discussion of how this project is similar
d. Anticipated outcomes vs. actual (conversions/impressions, etc.)
e. Examples of advertisements utilized for the project (display, native, video, Google Search, print, audio or other relevant creative assets)
f. Firm's specific role in the project
5. Item 5: References with Corresponding Projects: Provide references for three of the projects listed above in Portfolio of Relevant Experience. The references shall include:
• Owner's name, owner's representative who served as the day-to-day liaison during the project, and the owner representative's telephone number and email address.
6. Item 6: Summary of Proposed Services: Provide a summary of the following proposed services for the SPB:
a. Campaign strategy recommendations
b. Conversion monitoring, tracking and reporting capabilities available
c. Outline of program and campaign management services offered
d. Proposed schedule for implementation, including proposed milestones, delivery and review dates
e. Proposed project execution plan
f. Metrics to be used for determining campaign success
7. Item 7: Cost Proposal: Proposed amounts should be fixed-cost, deliverable-based, not-to-exceed amounts.
a. Must include an itemized list of all fees
i. including on-boarding and administrative costs
ii. regular reporting and analysis fees
iii. agency management costs/fees
b. Recommended monthly advertising spending based on the Museum's annual media buying services budget of $100,000. The $100,000 budget total includes both advertising and management costs.
c. Proposal must also include a proposed invoice schedule. Monthly or quarterly invoicing is preferred.
8. Item 8: Historically Underutilized Businesses Subcontracting Plan
C. Proposal Submission:
1. All responses must be received at SPB by the deadline in the Schedule of Events.
SPB will not accept late submittals.
2. It is the respondents responsibility to appropriately mark and deliver the proposal to SPB by the specified date and time.
3. Receipt of all addenda to this RFP, should be acknowledged when signing the Respondent Proposal Form.
NOTE: Failure to return the required items with the response may result in disqualification of your Response. SPB will not be responsible for locating or securing information that is not included in your Response. SPB reserves the right, in its sole judgment and discretion, to waive minor technicalities and errors in the best interest of the State.
D. Notice of Public Information Disclosure:
SPB will not consider any Proposal that bears a copyright. Proposals will be subject to the Texas Public Information Act (PIA), Tex. Government Code, Chapter 552, and may be disclosed to the public upon request. The Proposal and other submitted information shall be presumed to be subject to disclosure unless a specific exception to disclosure under the PIA applies. If it is necessary for the Respondent to include proprietary or otherwise confidential information in its Proposal or other submitted information, the Respondent must clearly label that proprietary or confidential information and identify the specific exception to disclosure in the PIA. Merely making a blanket claim the entire Proposal is protected from disclosure because it contains some proprietary information is not acceptable, and shall make the entire Proposal subject to release under the PIA.
In order to initiate the process of seeking an Attorney General opinion on the release of proprietary or confidential information, the specific provisions of the Proposal that are considered by the Respondent to be proprietary or confidential must be clearly labeled as described below. Any information which is not clearly identified as proprietary or confidential shall be deemed to be subject to disclosure pursuant to the PIA. Subject to the Act, Respondents may protect trade and confidential information from public release. Trade secrets or other confidential information, submitted as part of a Proposal, shall be clearly marked at each page it appears. Such marking shall be in boldface type and at least 14 point font.
2.2 SCHEDULE OF EVENTS
The solicitation process for this RFP will proceed according to the following schedule:
EVENT DATE/TIME
(CENTRAL DAYLIGHT TIME)
Solicitation Release Date Thursday, August 1, 2024
Deadline for Submitting Questions Thursday, August 15, 2024 by 5:00pm CST
Anticipated Release of Written Answers Thursday, August 22, 2024
Deadline for submission of Solicitation Responses
Thursday, August 29, 2024, by 2:00pm CST
Anticipated Contract Start Date September 2024
These dates represent a tentative schedule of events. SPB reserves the right to change the dates in the schedule of events above upon written notification to prospective Respondents through a posting on the Electronic State Business Daily as an Addendum.
2.3 REVISIONS TO SCHEDULE
SPB reserves the right to change the dates in the Schedule of Events above upon written notification to prospective Respondents as an addendum posted on the Electronic State Business Daily.
2.4 RESPONSE PREPARATION COSTS
Respondents are responsible for all costs in the preparation and delivery of the Solicitation Response to SPB.
2.5 INQUIRIES
A. CONTACT: All requests, questions, or other communications about this Solicitation shall be made by email in writing to SPB’s Procurement Department:
Email: SPB.Bids@tspb.texas.gov mailto:SPB.Bids@tspb.texas.gov
B. QUESTIONS:
1. All questions shall be submitted in writing by email to: SPB.Bids@tspb.texas.gov by the date and time specified in the Schedule of Events.
2. All questions submitted by email shall be in an editable format, i.e. Microsoft Word, or standard email as opposed to an un-editable format such as Adobe Acrobat .pdf files.
3. All questions will result in written responses with copies posted to the ESBD, available at http://www.txsmartbuy.com/esbd
4. It is the responsibility of the interested parties to periodically check the ESBD for updates to the solicitation prior to submitting a proposal. Respondent’s failure to periodically check the ESBD or acknowledge addenda will in no way release the respondent from any obligations detailed in the addenda. Any additional costs incurred to meet the requirements of the RFP are the sole responsibility of each respondent.
5. Respondent's names will be removed from questions when the written answers are released.
C. RESPONSES: Official answers will be posted as an addendum to this solicitation, on the Electronic State Business Daily (ESBD) at http://www.txsmartbuy.com/esbd.
Respondent names will be removed from questions in the responses released. SPB reserves the right to amend answers prior to the proposal submission deadline. If respondents do not have Internet access, copies may be obtained through the point of contact listed above.
D. PROHIBITED COMMUNICATIONS: Upon issuance of this RFP, besides written inquiries as described above and administrative questions related to HUB, the procurement process, and proposal submissions, employees and representatives of SPB will not answer questions or otherwise discuss the contents of the RFP with any potential Respondent or their representatives, except for the written inquiries to spb.bids@tspb.texas.gov. Attempts to contact program staff by phone or in person will not be allowed or recognized as valid. Failure to observe this restriction may disqualify respondent. This restriction does not preclude discussions between affected parties for the purposes of conducting business unrelated to this solicitation.
2.6 RESPONSE EVALUATION AND AWARD
A. SPB is not obligated to accept the lowest priced response but will make an award to a
Respondent that provides the “best value” to the State of Texas, as defined by Texas Government Code § 2155.074.
mailto:SPB.Bids@tspb.texas.gov http://www.txsmartbuy.com/esbd http://www.txsmartbuy.com/esbd mailto:spb.bids@tspb.texas.gov https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2155.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2155.htm
B. SPB will not enter into a contract with any individual who is required by Texas Government Code Chapter 305 to register as a lobbyist as stated in Texas Government Code § 556.005, Employment of Lobbyist. A committee will be established by SPB (including SPB employees) to evaluate the proposals.
C. Texas Comptroller’s Vendor Performance Tracking System is a pass/fail criteria - a score of less than “C” in the Vendor Performance System or currently under a Corrective Action Plan through the CPA, having repeated negative Vendor Performance Reports will result in a fail.
D. The evaluation committee will determine if a Best and Final Offer (BAFO) is necessary. Award of a Contract may be made without a BAFO. The SPB may, at its discretion, request clarification or elect to have Respondents provide oral presentations and respond to inquiries from the evaluation committee related to their Proposal. A request for a BAFO is at the sole discretion of SPB and will be extended in writing.
E. SPB reserves the right to award a contract to a single contractor, or award to more than one contractor, whichever provides the best value to SPB in performance of this service. SPB will be the sole judge of best value. An award notice will be sent to the selected Respondent.
F. Any award is contingent upon the successful negotiation of final contract terms and upon approval of the SPB Executive Director. Negotiations will be confidential and not subject to disclosure to competing Respondents unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, SPB may negotiate a contract with the next highest scoring Respondent or may withdraw this Solicitation.
G. The evaluation committee will determine best value by applying the following criteria:
Evaluation Criteria Points Available Quality of portfolio and demonstrated success of relevant projects
Proposed project execution plan 20 Proven experience with cultural institutions or tourism destinations
Compensation and Fees 20 VPTS Pass/Fail Total Points Possible 100
2.7 CRIMINAL BACKGROUND CHECKS
Contractor represents and warrants that Contractor and Contractor’s employees performing services outlined in this solicitation and subsequent contract, have not been convicted of a felony criminal offense, or that, if such a conviction has occurred, Contractor has fully advised SPB as to the facts and circumstances surrounding the conviction.
https://statutes.capitol.texas.gov/Docs/GV/htm/GV.305.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.305.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.556.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.556.htm
Contractor’s employees and subcontractors that will complete any services described herein will be subject to a criminal background check before beginning work on the project.
SPB reserves the right to waive any findings that do not impact the successful completion of the project and/or safety of SPB staff or that of the public. It is SPB’s sole discretion to determine potential impact or risk.
2.8 PERFORMANCE MEASURES AND SPB RESPONSIBILITIES
SPB will designate a Project/Contract Manager upon contract award. SPB will furnish no material, labor, equipment, or facilities unless otherwise specified in the contract.
Contractor will be responsible for the performance of any contractual obligations that may result from an award based on this RFP and shall not be relieved due to non-performance of any or all subcontractors. By submitting a proposal, the Respondent commits to providing the goods and services required in the RFP. The successful Respondent will be required to abide by SPB policies, procedures, standards and guidelines relevant to the execution of this contract.
SPB will measure and evaluate the Contractor’s and/or subcontractor’s performance under the contract. If the Contractor or subcontractor does not meet any standards for deliverables and/or performance incentives (if applicable), SPB may impose remedies if the Contractor or subcontractor fails to meet their responsibilities as outlined in the RFP and the terms and conditions of the contract. All services and deliverables under the contract shall be provided at an acceptable quality level and in a manner consistent with acceptable industry standards, customs, and practices. In the event SPB deems that the Contractor’s performance does not meet an acceptable quality level of service and deliverables, SPB may seek or negotiate remedies with the Contractor.
2.9 ADDING NEW PRODUCTS/SERVICES TO CONTRACT AFTER AWARD
Following the contract award, additional products/services of the same general category that could have been encompassed in the award of the contract, and that are not already on the contract, may be added. A formal written request will be sent to the awarded respondent to quote on the proposed additional products/services. Respondent shall submit proposals to SPB as instructed. All prices are subject to negotiation with the Best and Final Offer (“BAFO”). SPB may accept or reject any or all proposals and may issue a separate solicitation for the products/services after rejecting some or all of the responses.
The products/services covered under this provision shall conform to the specifications as outlined in the request.
2.10 MODIFICATIONS OF CONTRACT TERMS AND/OR AMENDMENTS
A. The terms and conditions of the Contract shall govern all transactions under the Contract.
B. The Contract may only be modified or amended upon mutual written agreement of SPB and the Contractor.
2.11 MEETINGS
The Contractor will be asked to attend regular meetings to coordinate full implementation of this project and is expected to attend additional ad hoc meetings as needed to keep the project on schedule. Any meetings or conference calls must be held on regular business days during regular business hours (8 a.m. to 5 p.m. Central Time) or at other mutually agreed dates and times.
2.12 CONTRACT ADMINISTRATION
SPB will maintain ongoing review and status of Contractor’s progress toward completion of services and will certify whether contractor’s billings are reasonably comparable with the work completed. Payments will not be made until all work has been reviewed and accepted by SPB.
SECTION III – RESPONSE ITEMS
ITEM 1 – RESPONDENT PROPOSAL FORM
BULLOCK MUSEUM MEDIA BUYING
This form is required and must be signed and submitted with the Respondent's proposal. Failure to submit this signed form may result in disqualification of the proposal.
Respondent (Firm Name):
Contact Person and Title:
Address:
Phone Number:
Email Address:
By signing below, I acknowledge and accept all addenda to this RFP posted with the solicitation on Electronic State Business Daily (ESBD) with the proposal.
Initial _______________
I, the undersigned, am the above-referenced company’s representative, and I am authorized to submit this response and sign future contract documents.
Authorized Signature Date
Printed Name and Title
Checklist: Required Proposal Content
Each item listed below must be included with the proposal submission. Proposals that are missing an item or items may be disqualified. Items must be submitted in the order listed.
1. Item 1: Respondent's Proposal Form - Completed, Initialed and Signed ☐
2. Item 2: Company Profile and History (2 pages) ☐
3. Item 3: Organizational Chart of Proposed Project Team ☐
4. Item 4: Portfolio of Relevant Experience and References ☐
5. Item 5: References with Corresponding Projects ☐
7. Item 6: Summary of Proposed Services ☐
8. Item 7: Cost Proposal ☐
9. Item 8: HUB Subcontracting Plan - Completed and Signed ☐
ITEM 2 – COMPANY PROFILE and HISTORY
(Provided by Respondent)
ITEM 3 – ORGANIZATIONAL CHART OF PROPOSED PROJECT TEAM
ITEM 4 – PORTFOLIO OF RELEVANT EXPERIENCE
ITEM 5 – REFERENCES with CORRESPONDING PROJECTS
Respondent Name: ____________________________________________________________
Respondents shall use this item to provide a minimum of three past projects with corresponding references for projects completed within the past three years that illustrate experience in successfully completing work of a similar nature and scope as the work described in this solicitation.
REFERENCE 1:
Company Name:
Company Address:
Contact Name/Title:
Phone/Email Address:
Service Period: Cost:
Brief Project Description:
REFERENCE 2:
Contact Name/Title:
REFERENCE 3:
Contact Name/Title:
ITEM 6 – SUMMARY OF PROPOSED SERVICES
ITEM 7 – COST PROPOSAL
ITEM 8 – HISTORICALLY UNDERUTILIZED BUSINESSES SUBCONTRACTING PLAN
(Attachment B)
Please see SECTION II, SOLICITATION REQUIREMENTS, 2.1.B, Item 8
All HUB Subcontracting Plan Forms must be completed and submitted with the Response. The forms are entitled and can be found at:
https://comptroller.texas.gov/purchasing/vendor/hub/forms.php
The following forms are required:
HUB Subcontracting Plan Form HUB Subcontracting Plan Form, SECTION 2 continuation sheet HUB Subcontracting Plan Good Faith Effort - Method A HUB Subcontracting Plan Good Faith Effort - Method B HUB Subcontracting Opportunity Notification Form https://comptroller.texas.gov/purchasing/vendor/hub/forms.php
| SECTION I – GENERAL INFORMATION |
| 1.1 DESCRIPTION OF SERVICES REQUESTED |
| 1.2 PROJECT DETAILS |
| 1.3 BUDGET |
| 1.4 CONTRACTOR REQUIREMENTS |
| 1.5 MINIMUM QUALIFICATIONS AND EXPERIENCE |
| 1.6 HISTORICALLY UNDERUTILIZED BUSINESSES |
| 1.7 CONTRACT TERM |
| SECTION II – SOLICITATION REQUIREMENTS |
| 2.1 SPECIFIC RFP REQUIREMENTS |
| 2.2 SCHEDULE OF EVENTS |
| 2.3 REVISIONS TO SCHEDULE |
| 2.4 RESPONSE PREPARATION COSTS |
| 2.5 INQUIRIES |
| 2.6 RESPONSE EVALUATION AND AWARD |
| 2.7 CRIMINAL BACKGROUND CHECKS |
| 2.8 PERFORMANCE MEASURES AND SPB RESPONSIBILITIES |
| 2.9 ADDING NEW PRODUCTS/SERVICES TO CONTRACT AFTER AWARD |
| 2.10 MODIFICATIONS OF CONTRACT TERMS AND/OR AMENDMENTS |
| 2.11 MEETINGS |
| 2.12 CONTRACT ADMINISTRATION |
| SECTION III – RESPONSE ITEMS |
| ITEM 1 – RESPONDENT PROPOSAL FORM |
| ITEM 2 – COMPANY PROFILE and HISTORY |
| ITEM 3 – ORGANIZATIONAL CHART OF PROPOSED PROJECT TEAM |
| ITEM 4 – PORTFOLIO OF RELEVANT EXPERIENCE |
| ITEM 5 – REFERENCES with CORRESPONDING PROJECTS |
| ITEM 6 – SUMMARY OF PROPOSED SERVICES |
| ITEM 7 – COST PROPOSAL |
| ITEM 8 – HISTORICALLY UNDERUTILIZED BUSINESSES SUBCONTRACTING PLAN |
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