ESBD_373195_1724786110504_Pre-Proposal Meeting - Signage.pdf

RFP730-24082 Continuing, On-Call Signage Fabrication and Installation REBID

Mandatory Proposal Meeting

August 26, 2024 @ 2:00 PM CT

Agenda

1. Introductions

2. RFP Overview—Hasan Jamil

3. Continuing Services Project—Jim Taylor

4. HUB Overview—Dakarai Campbell

5. Questions

RFP Overview

2.6 Schedule:

1.2 Submission of Proposals:

Proposals are due on or before the Submittal Deadline identified in Section 2.6. Proposals received after the Submittal Deadline will not be accepted or considered.

Proposals must be delivered to the address below.

Hasan Jamil University of Houston Purchasing Department 5000 Gulf Freeway Building 1, Room 214 Houston, TX 77204-5015 purfpc@central.uh.edu

Communication Restriction:

Point of Contact is Hasan Jamil, purchasingFPC@uh.edu

All communication must go through the Buyer Hasan Jamil. Do not contact any other UH employees about this project.

mailto:purfpc@central.uh.edu mailto:purchasingFPC@uh.edu

RFP Overview Section 9

Section 10

Continuing Services Project

• Our goal: Improve quality, consistency, speed and reliability of signage services

• On-call contract:

• Select up to three Houston-area signage companies to fabricate and install UH standard signs on a continuing, on-call basis

• Initial three year contract, with two, one-year renewals possible

• Total $900,000 contract value over five years

• Individual purchase orders for each on-call signage project

• In addition:

• Selected signage companies will become “approved signage fabricators” for major UH capital construction and renovation projects

• Capital signage projects are separate from and outside the on-call contract

• UH capital projects range from 50,000sf to 200,000sf and include interior and exterior sign types

Project Overview

• Three sign families:

• Interior signs

• Exterior wayfinding signs

• Traffic and regulatory signs

Project Overview

• UH standards can be found here:

• https://www.uh.edu/facilities-planning-construction/vendor-resources/owners-design-criteria/signage-standards/

Selection Criteria and Process

Short list, then on-site shop visits/interviews

Unit Pricing Assumptions

For interior sign prices: assume a single purchase order including 8 signs (one campus visit)

For exterior sign prices: assume a single purchase order including 2 signs (one campus visit)

HISTORICALLY UNDERUTILIZED

BUSINESS OPERATIONS

DEPARTMENT UPDATE

HISTORICALLY UNDERUTILIZED BUSINESS

OPERATIONS DEPT. MISSION

The Historically Underutilized Business (HUB) Program at the University of Houston (UH) is committed to promoting the inclusion of HUB vendors in university procurements.

The HUB Program ensures compliance with state HUB laws, assists UH departments in locating HUB vendors; as well as offering HUBs assistance to access contracting opportunities.

HUB SUBCONTRACTING PROBABILITY

• Each state agency that considers entering into a contract with an expected value of $100,000 or more

(including renewals and amendments) shall, before the agency issues solicitations or other applicable expressions of interest, determine whether subcontracting opportunities are probable under the contract.

• If subcontracting opportunities are probable with an expected value of $100,000 or more, each state agency's invitation for bids or other purchase solicitation documents for construction, professional services, other services, and commodities shall require a HUB Subcontracting Plan. If subcontracting are not probable, a HUB Subcontracting Plan will not be required.

• UH Account Codes/ Comp Obj Codes are assigned. Each code falls within a State HUB Category below

TEXAS ADMINISTRATIVE CODE 34-DIVISION I

AMENDED AUG 9, 2023 (RULE §20.285 (SUBCONTRACTS)

• HSP must demonstrate Good Faith for each part of the work that you intends subcontract

• Notify at least (2) Trade Organizations or Development Centers

• Notify at least (3) HUBs of the Subcontracting Opportunities

• Good Faith

• All-HUB Subcontractors Method

• Meet or Exceeding HUB Goal

• Self-Performing Method

• Attachment A or B will need to be completed dependent upon which if you are going to meet the HUB Goal or Not

GOOD FAITH: SELF-PERFORMING

• State how intends to fulfill the entire contract, including each subcontracting opportunity, with its own equipment, supplies, materials, and employees

• Evidence of existing staffing to meet contract objectives

• Monthly payroll records showing employees engaged in the contract

• On-site reviews of company headquarters or work site

• Documentation proving employment of qualified personnel

• Equipment

• Supplies

• Materials

GOOD FAITH: SUBCONTRACTING TO HUB

PROTEGE

• Respondent is a Mentor-Protégé agreement registered with the Comptroller

• Demonstrate Good Faith Effort for any subcontracting opportunity by subcontracting the work to its protege

TRADE ORGANIZATIONS/DEVELOPMENT CENTERS

Trade Orgs/ Development Centers provide a vast array of technical assistance to small businesses and aspiring entrepreneurs. By supporting business growth, sustainability and enhancing the creation of new businesses entities, theses centers foster local and regional economic development through job creation and retention.

Resources - University of Houston (uh.edu) https://www.uh.edu/office-of-finance/hub/resources/

Exhibit B - HUB Subcontracting Plan (“HSP”) and TIP Sheet is included and part of the Exhibits Package.

Section 4.4 HUB SUBCONTRACTING PLAN Based on an analysis performed by the University’s Purchasing Department, subcontracting was determined to be probable for this contract. Therefore, a HSP will be required to be submitted with the Proposal.

The HUB Subcontracting Goal for this project is 21.1% It can be found on Page 2 of the HSP Form or in the Solicitation’s HUB Requirements section.

HUB offers a courtesy review. Contact HUB Operations Department at hubdocs@uh.edu.

• 10 day turn around time (good faith effort requirement)

• HSPs have to comply with the law, we don’t have legal authority to accept HSPs that are not correct after the bid closing date; however we do have authority over the courtesy review

HUB Overview mailto:hubdocs@uh.edu

Rev. 2/17

HUB SUBCONTRACTING PLAN

(HSP)

QUICK CHECKLIST

While this HSP Quick Checklist is being provided to merely assist you in readily identifying the sections of the HSP form that you will need to complete, it is very important that you adhere to the instructions in the HSP form and instructions provided by the contracting agency.

If you will be awarding all of the subcontracting work you have to offer under the contract to only Texas certified HUB vendors, complete:

Section 1 - Respondent and Requisition Information Section 2 a. - Yes, I will be subcontracting portions of the contract.

Section 2 b. - List all the portions of work you will subcontract, and indicate the percentageof the contract youexpect to award to Texascertified HUB vendors.

Section 2 c. - Yes Section4 - Affirmation GFE Method A (Attachment A) - Complete an Attachment A for each of the subcontracting opportunities you listed in Section 2 b.

If you will be subcontracting any portion of the contract to Texas certified HUB vendors and Non-HUB vendors, and the aggregate percentage of all the subcontracting work you will be awarding to the Texas certified HUB vendors with which you do not have a continuous contract* in place for more than five (5) years meets or exceeds the HUB Goal the contracting agency identified in the “Agency Special Instructions/Additional Requirements”, complete:

Section 1 - Respondent and Requisition Information Section 2 a. - Yes, I will be subcontracting portions of the contract.

Section 2 b. - List all the portions of work youwill subcontract, and indicate the percentage of the contract youexpect to award to Texas certified HUB vendors and Non-HUB vendors.

Section 2 c. - No Section2 d. - Yes Section4 - Affirmation GFE Method A (Attachment A) - Complete an Attachment A for each of the subcontracting opportunities you listed in Section 2 b.

If you will be subcontracting any portion of the contract to Texas certified HUB vendors and Non-HUB vendors or only to Non-HUB vendors, and the aggregate percentage of all the subcontracting work you will be awarding to the Texas certified HUB vendors with which you do not have a continuous contract* in place for more than five (5) years does not meet or exceed the HUB Goal the contracting agency identified in the “Agency Special Instructions/Additional Requirements”, complete:

Section 1 - Respondent and Requisition Information Section 2 a. - Yes, I will be subcontractingportions of the contract.

Section 2 b. - List all the portions of work youwill subcontract, and indicate the percentageof the contract you expect to award to Texas certified HUB vendors and Non-HUB vendors.

Section 2 c. - No Section2 d. - No Section4 - Affirmation GFE Method B (Attachment B) - Complete an Attachment B for each of the subcontracting opportunities you listed in Section 2 b.

If you will not be subcontracting any portion of the contract and will be fulfilling the entire contract with your own resources (i.e., employees, supplies, materials and/or equipment), complete:

Section 1 - Respondentand Requisition Information Section 2 a. - No, I will not be subcontractingany portion of the contract, and I will be fulfilling the entire contract with my own resources.

Section 3 - Self Performing Justification Section 4 - Affirmation

*Continuous Contract: Any existing written agreement (including any renewals that are exercised) between a prime contractor and a HUB vendor, where the HUB vendor provides the prime contractor with goods or service, to include under the same contract for a specified period of time. The frequency the HUB vendor is utilized or paid during the term of the contract is not relevant to whether the contract is considered continuous. Two or more contracts that run concurrently or overlap one another for different periods of time are considered by CPA to be individual contracts rather than renewals or extensions to the original contract. In such situations the prime contractor and HUB vendor are entering (have entered) into “new” contracts.

HUB SUBCONTRACTING PLAN

(HSP)

In accordance with Texas Gov’t Code §2161.252, the contracting agency has determined that subcontracting opportunities are probable under this contract. Therefore, all respondents, including State of Texas certified Historically Underutilized Businesses (HUBs) must complete and submit this State of Texas HUB Subcontracting Plan (HSP) with their response to the bid requisition (solicitation).

NOTE: Responses that do not include a completed HSP shall be rejected pursuant to Texas Gov’t Code §2161.252(b).

The HUB Program promotes equal business opportunities for economically disadvantaged persons to contract with the State of Texas in accordance with the goals specified in the 2009 State of Texas Disparity Study. The statewide HUB goals defined in 34 Texas Administrative Code (TAC) §20.284 are:

• 11.2 percent for heavy construction other than building contracts,

• 21.1 percent for all building construction, including general contractors and operative builders’ contracts,

• 32.9 percent for all special trade construction contracts,

• 23.7 percent for professional services contracts,

• 26.0 percent for all other services contracts, and

• 21.1 percent for commodities contracts.

- - Agency Special Instructions/Additional Requirements - -

In accordance with 34 TAC §20.285(d)(1)(D)(iii), a respondent (prime contractor) may demonstrate good faith effort to utilize Texas certified HUBs for its subcontracting opportunities if the total value of the respondent’s subcontracts with Texas certified HUBs meets or exceeds the statewide HUB goal or the agency specific HUB goal, whichever is higher. When a respondent uses this method to demonstrate good faith effort, the respondent must identify the HUBs with which it will subcontract. If using existing contracts with Texas certified HUBs to satisfy this requirement, only the aggregate percentage of the contracts expected to be subcontracted to HUBs with which the respondent does not have a continuous contract* in place for more than five (5) years shall qualify for meeting the HUB goal. This limitation is designed to encourage vendor rotation as recommended by the 2009 Texas Disparity Study.

Solicitation Title:

HUB Project Goal:

For instructions on how to complete the HSP or for a listing of HUB Trade Organizations visit www.uh.edu/hub and click on the "Resources Link". Additionally you may contact the HUB Operations Department at hubdocs@uh.edu should you haver any additional questions.

Courtesy Review- Upon request from the vendor, the HUB Operations Department will review the HSP prior to the solicitation due date. The review process is to identify and correct deficiencies prior to submission. The HUB Operations Department does not determine HSP responsiveness through the courtesy review process. Please allow 4 working days for turnaround time.

Respondent (Company) Name: State of Texas VID #:

Bid Open Date:

Point of Contact:

E-mail Address:

SECTION 1: RESPONDENT AND REQUISITION INFORMATION

(mm/dd/yyyy)

- No a.

Phone #:

Fax #:

b. Is your company a State of Texas certified HUB? - Yes

c. Requisition #:

Clark Enterprises http://www.uh.edu/hub mailto:hubdocs@uh.edu

Item # Subcontracting Opportunity Description

HUBs Non-HUBs Percentage of the contract expected to be subcontracted to HUBs with which you do not have a continuous contract* in place for more than five (5) years.

Percentage of the contract expected to be subcontracted to HUBs with which you have a continuous contract* in place for more than five

(5) years.

Percentage of the contract expected to be subcontracted to non- HUBs.

1 Drywall 20 % % %

2 Fencing % % 5%

3 % % %

4 % % %

5 % % %

6 % % %

7 % % %

8 % % %

9 % % %

10 % % %

11 % % %

12 % % %

13 % % %

14 % % %

15 % % %

Aggregate percentages of the contract expected to be subcontracted:

Rev. 2/17

Enter your company’s name here: Requisition #:

SECTION 2: RESPONDENT's SUBCONTRACTING INTENTIONS

After dividing the contract work into reasonable lots or portions to the extent consistent with prudent industry practices, and taking into consideration the scope of work to be performed under the proposed contract, including all potential subcontracting opportunities, the respondent must determine what portions of work, including contracted staffing, goods and services will be subcontracted. Note: In accordance with 34 TAC §20.282, a “Subcontractor” means a person who contracts with a prime contractor to work, to supply commodities, or to contribute toward completing work for a governmental entity.

a. Check the appropriate box (Yes or No) that identifies your subcontracting intentions:

- Yes, I will be subcontracting portions of the contract. (If Yes, complete Item b of this SECTION and continue to Item c of this SECTION.)

- No, I will not be subcontracting any portion of the contract, and I will be fulfilling the entire contract with my own resources, including employees, goods and services. (If No, continue to SECTION 3 and SECTION 4.)

b. List all the portions of work (subcontracting opportunities) you will subcontract. Also, based on the total value of the contract, identify the percentages of the contract you expect to award to Texas certified HUBs, and the percentage of the contract you expect to award to vendors that are not a Texas certified HUB (i.e., Non-HUB).

*Continuous Contract: Any existing written agreement (including any renewals that are exercised) between a prime contractor and a HUB vendor, where the HUB vendor provides the prime contractor with goods or service under the same contract for a specified period of time. The frequency the HUB vendor is utilized or paid during the term of the contract is not relevant to whether the contract is considered continuous. Two or more contracts that run concurrently or overlap one another for different periods of time are considered by CPA to be individual contracts rather than renewals or extensions to the original contract. In such situations the prime contractor and HUB vendor are entering (have entered) into “new” contracts.

Clark Enterprises

(Note: If you have more than fifteen subcontracting opportunities, a continuation sheet is available online at https://www.comptroller.texas.gov/purchasing/vendor/hub/forms.php).

c. Check the appropriate box (Yes or No) that indicates whether you will be using only Texas certified HUBs to perform all of the subcontracting opportunities you listed in SECTION 2, Item b.

- Yes (If Yes, continue to SECTION 4 and complete an “HSP Good Faith Effort - Method A (Attachment A)” for each of the subcontracting opportunities you listed.)

- No (If No, continue to Item d, of this SECTION.)

d. Check the appropriate box (Yes or No) that indicates whether the aggregate expected percentage of the contract you will subcontract with Texas certified HUBs with which you do not have a continuous contract* in place with for more than five (5) years, meets or exceeds the HUB goal the contracting agency identified on page 1 in the “Agency Special Instructions/Additional Requirements.”

- Yes (If Yes, continue to SECTION 4 and complete an “HSP Good Faith Effort - Method A (Attachment A)” for each of the subcontracting opportunities you listed.)

- No (If No, continue to SECTION 4 and complete an “HSP Good Faith Effort - Method B (Attachment B)” for each of the subcontracting opportunities you listed.)

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

Item # Subcontracting Opportunity Description

HUBs Non-HUBs

Percentage of the contract expected to be subcontracted to HUBs with which you do not have a continuous contract* in place for more than five (5) years.

Percentage of the contract expected to be subcontracted to HUBs with which you have a continuous contract* in place for more than five

(5) years.

Percentage of the contract expected to be subcontracted to non- HUBs.

16 % % %

17 % % %

18 % % %

19 % % %

20 % % %

21 % % %

22 % % %

23 % % %

24 % % %

25 % % %

26 % % %

27 % % %

28 % % %

29 % % %

30 % % %

31 % % %

32 % % %

33 % % %

34 % % %

35 % % %

36 % % %

37 % % %

38 % % %

39 % % %

40 % % %

41 % % %

42 % % %

43 % % %

Aggregate percentages of the contract expected to be subcontracted:

Enter your company’s name here: Requisition #:

SECTION 2: RESPONDENT's SUBCONTRACTING INTENTIONS (CONTINUATION SHEET)

This page can be used as a continuation sheet to the HSP Form’s page 2, Section 2, Item b. Continue listing the portions of work (subcontracting opportunities) you will subcontract. Also, based on the total value of the contract, identify the percentages of the contract you expect to award to Texas certified HUBs, and the percentage of the contract you expect to award to vendors that are not a Texas certified HUB (i.e., Non-HUB).

HSP – SECTION 2

(Continuation Sheet)

*Continuous Contract: Any existing written agreement (including any renewals that are exercised) between a prime contractor and a HUB vendor, where the HUB vendor provides the prime contractor with goods or service under the same contract for a specified period of time. The frequency the HUB vendor is utilized or paid during the term of the contract is not relevant to whether the contract is considered continuous. Two or more contracts that run concurrently or overlap one another for different periods of time are considered by CPA to be individual contracts rather than renewals or extensions to the original contract. In such situations the prime contractor and HUB vendor are entering (have entered) into “new” contracts.

Clark Enterprises

Enter your company’s name here: Clark Enterprises Requisition #:

SECTION 3: SELF PERFORMING JUSTIFICATION (If you responded “No” to SECTION 2, Item a, you must complete this SECTION and continue to SECTION 4.) If you responded “No” to SECTION 2, Item a, in the space provided below explain how your company will perform the entire contract with its own employees, supplies, materials and/or equipment.

SECTION 4: AFFIRMATION

As evidenced by my signature below, I affirm that I am an authorized representative of the respondent listed in SECTION 1, and that the information and supporting documentation submitted with the HSP is true and correct. Respondent understands and agrees that, if awarded any portion of the requisition:

• The respondent will provide notice as soon as practical to all the subcontractors (HUBs and Non-HUBs) of their selection as a subcontractor for the awarded contract. The notice must specify at a minimum the contracting agency’s name and its point of contact for the contract, the contract award number, the subcontracting opportunity they (the subcontractor) will perform, the approximate dollar value of the subcontracting opportunity and the expected percentage of the total contract that the subcontracting opportunity represents. A copy of the notice required by this section must also be provided to the contracting agency’s point of contact for the contract no later than ten (10) working days after the contract is awarded.

The respondent must submit monthly compliance reports (Prime Contractor Progress Assessment Report – PAR) to the contracting agency, verifying its compliance with the HSP, including the use of and expenditures made to its subcontractors (HUBs and Non-HUBs). (The PAR is available at https://www.comptroller.texas.gov/purchasing/docs/hub-forms/ProgressAssessmentReportForm.xls).

• The respondent must seek approval from the contracting agency prior to making any modifications to its HSP, including the hiring of additional or different subcontractors and the termination of a subcontractor the respondent identified in its HSP. If the HSP is modified without the contracting agency’s prior approval, respondent may be subject to any and all enforcement remedies available under the contract or otherwise available by law, up to and including debarment from all state contracting.

• The respondent must, upon request, allow the contracting agency to perform on-site reviews of the company’s headquarters and/or work-site where services are being performed and must provide documentation regarding staffing and other resources.

Signature Printed Name Title Date (mm/dd/yyyy)

Reminder:

If you responded “Yes” to SECTION 2, Items c or d, you must complete an “HSP Good Faith Effort - Method A (Attachment A)” for each of the subcontracting opportunities you listed in SECTION 2, Item b.

If you responded “No” SECTION 2, Items c and d, you must complete an “HSP Good Faith Effort - Method B (Attachment B)” for each of the subcontracting opportunities you listed in SECTION 2, Item b.

Evidence of existing staffing to meet contract objectives; Monthly payroll records showing employees engaged in the contract; On-site reviews of company headquarters or work site;

Documentation proving employment of qualified personnel Supplies/Equipment and/or Materials http://www.window.state.tx.us/procurement/prog/hub/hub-forms/progressassessmentrpt.xls

Company Name Texas certified HUB Texas VID or federal EIN

Do not enter Social Security Numbers.

If you do not know their VID / EIN, leave their VID / EIN field blank.

Approximate Dollar Amount

Expected Percentage of

Contract

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

Rev. 2/17 HSP Good Faith Effort - Method A (Attachment A)

Enter your company’s name here: Requisition #:

IMPORTANT: If you responded “Yes” to SECTION 2, Items c or d of the completed HSP form, you must submit a completed “HSP Good Faith Effort - Method A (Attachment A)” for each of the subcontracting opportunities you listed in SECTION 2, Item b of the completed HSP form. You may photo-copy this page or download the form at https://www.comptroller.texas.gov/purchasing/docs/hub-forms/hub-sbcont-plan-gfe-achm-a.pdf

SECTION A-1: SUBCONTRACTING OPPORTUNITY

Enter the item number and description of the subcontracting opportunity you listed in SECTION 2, Item b, of the completed HSP form for which you are completing the attachment.

REMINDER: As specified in SECTION 4 of the completed HSP form, if you (respondent) are awarded any portion of the requisition, you are required to provide notice as soon as practical to all the subcontractors (HUBs and Non-HUBs) of their selection as a subcontractor. The notice must specify at a minimum the contracting agency’s name and its point of contact for the contract, the contract award number, the subcontracting opportunity they (the subcontractor) will perform, the approximate dollar value of the subcontracting opportunity and the expected percentage of the total contract that the subcontracting opportunity represents. A copy of the notice required by this section must also be provided to the contracting agency’s point of contact for the contract no later than ten (10) working days after the contract is awarded.

(Attachment A)

SECTION A-2: SUBCONTRACTOR SELECTION

List the subcontractor(s) you selected to perform the subcontracting opportunity you listed above in SECTION A-1. Also identify whether they are a Texas certified HUB and their Texas Vendor Identification (VID) Number or federal Employer Identification Number (EIN), the approximate dollar value of the work to be subcontracted, and the expected percentage of work to be subcontracted. When searching for Texas certified HUBs and verifying their HUB status, ensure that you use the State of Texas’ Centralized Master Bidders List (CMBL) - Historically Underutilized Business (HUB) Directory Search located at http://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp. HUB status code “A” signifies that the company is a Texas certified HUB.

Clark Enterprises

1Item Number: Description: Drywall http://www.comptroller.texas.gov/purchasing/docs/hub-forms/hub-sbcont-plan-gfe-achm-a.pdf http://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp

Enter your company’s name here: Clark Enterprises Requisition #:

Company Name Texas VID

(Do not enter Social Security Numbers.)

Date Notice Sent (mm/dd/yyyy)

Did the HUB Respond?

- Yes - No

- Yes - No

- Yes - No

Trade Organizations or Development Centers Date Notice Sent (mm/dd/yyyy)

Was the Notice Accepted?

- Yes - No

- Yes - No

Rev. 2/17 HSP Good Faith Effort - Method B (Attachment B)

IMPORTANT: If you responded “No” to SECTION 2, Items c and d of the completed HSP form, you must submit a completed “HSP Good Faith Effort - Method B (Attachment B)” for each of the subcontracting opportunities you listed in SECTION 2, Item b of the completed HSP form. You may photo-copy this page or download the form at https://www.comptroller.texas.gov/purchasing/docs/hub-forms/hub-sbcont-plan-gfe-achm-b.pdf..

SECTION B-1: SUBCONTRACTING OPPORTUNITY

Enter the item number and description of the subcontracting opportunity you listed in SECTION 2, Item b, of the completed HSP form for which you are completing the attachment.

Item Number: Description:

SECTION B-2: MENTOR PROTÉGÉ PROGRAM

SECTION B-3: NOTIFICATION OF SUBCONTRACTING OPPORTUNITY

When completing this section you MUST comply with items a, b, c and d, thereby demonstrating your Good Faith Effort of having notified Texas certified HUBs and trade organizations or development centers about the subcontracting opportunity you listed in SECTION B-1. Your notice should include the scope of work, information regarding the location to review plans and specifications, bonding and insurance requirements, required qualifications, and identify a contact person.

When sending notice of your subcontracting opportunity, you are encouraged to use the attached HUB Subcontracting Opportunity Notice form, which is also available online at https://www.comptroller.texas.gov/purchasing/docs/hub-forms/HUBSubcontractingOpportunityNotificationForm.pdf.

Retain supporting documentation (i.e., certified letter, fax, e-mail) demonstrating evidence of your good faith effort to notify the Texas certified HUBs and trade organizations or development centers. Also, be mindful that a working day is considered a normal business day of a state agency, not including weekends, federal or state holidays, or days the agency is declared closed by its executive officer. The initial day the subcontracting opportunity notice is sent/provided to the HUBs and to the trade organizations or development centers is considered to be “day zero” and does not count as one of the seven (7) working days.

a. Provide written notification of the subcontracting opportunity you listed in SECTION B-1, to three (3) or more Texas certified HUBs. Unless the contracting agency specified a different time period, you must allow the HUBs at least seven (7) working days to respond to the notice prior to you submitting your bid response to the contracting agency. When searching for Texas certified HUBs and verifying their HUB status, ensure that you use the State of Texas’ Centralized Master Bidders List (CMBL) - Historically Underutilized Business (HUB) Directory Search located at http://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp. HUB status code “A” signifies that the company is a Texas certified HUB.

b. List the three (3) Texas certified HUBs you notified regarding the subcontracting opportunity you listed in SECTION B-1. Include the company’s Texas Vendor Identification (VID) Number, the date you sent notice to that company, and indicate whether it was responsive or non-responsive to your subcontracting opportunity notice.

c. Provide written notification of the subcontracting opportunity you listed in SECTION B-1 to two (2) or more trade organizations or development centers in Texas to assist in identifying potential HUBs by disseminating the subcontracting opportunity to their members/participants. Unless the contracting agency specified a different time period, you must provide your subcontracting opportunity notice to trade organizations or development centers at least seven (7) working days prior to submitting your bid response to the contracting agency. A list of trade organizations and development centers that have expressed an interest in receiving notices of subcontracting opportunities is available on the Statewide HUB Program’s webpage at https://www.comptroller.texas.gov/purchasing/vendor/hub/resources.php.

d. List two (2) trade organizations or development centers you notified regarding the subcontracting opportunity you listed in SECTION B-1. Include the date when you sent notice to it and indicate if it accepted or rejected your notice.

(Attachment B)

If respondent is participating as a Mentor in a State of Texas Mentor Protégé Program, submitting its Protégé (Protégé must be a State of Texas certified HUB) as a subcontractor to perform the subcontracting opportunity listed in SECTION B-1, constitutes a good faith effort to subcontract with a Texas certified HUB towards that specific portion of work.

Check the appropriate box (Yes or No) that indicates whether you will be subcontracting the portion of work you listed in SECTION B-1 to your Protégé.

- Yes (If Yes, continue to SECTION B-4.)

- No / Not Applicable (If No or Not Applicable, continue to SECTION B-3 and SECTION B-4.)

http://www.comptroller.texas.gov/purchasing/docs/hub-forms/hub-sbcont-plan-gfe-achm-b.pdf http://www.comptroller.texas.gov/purchasing/docs/hub-forms/HUBSubcontractingOpportunityNotificationForm.pdf http://www.comptroller.texas.gov/purchasing/docs/hub-forms/HUBSubcontractingOpportunityNotificationForm.pdf http://www.comptroller.texas.gov/purchasing/vendor/hub/resources.php

Rev. 2/17HSP Good Faith Effort - Method B (Attachment B) Cont.

SECTION B-4: SUBCONTRACTOR SELECTION

Enter the item number and description of the subcontracting opportunity you listed in SECTION 2, Item b, of the completed HSP form for which you are completing the attachment.

a. Enter the item number and description of the subcontracting opportunity for which you are completing this Attachment B continuation page.

Enter your company’s name here: Clark Enterprises Requisition #:

b. List the subcontractor(s) you selected to perform the subcontracting opportunity you listed in SECTION B-1. Also identify whether they are a Texas certified HUB and their Texas Vendor Identification (VID) Number or federal Emplioyer Identification Number (EIN), the approximate dollar value of the work to be subcontracted, and the expected percentage of work to be subcontracted. When searching for Texas certified HUBs and verifying their HUB status, ensure that you use the State of Texas’ Centralized Master Bidders List (CMBL) - Historically Underutilized Business (HUB) Directory Search located at http://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp. HUB status code “A” signifies that the company is a Texas certified HUB.

c. If any of the subcontractors you have selected to perform the subcontracting opportunity you listed in SECTION B-1 is not a Texas certified HUB, provide written justification for your selection process (attach additional page if necessary):

REMINDER: As specified in SECTION 4 of the completed HSP form, if you (respondent) are awarded any portion of the requisition, you are required to provide notice as soon as practical to all the subcontractors (HUBs and Non-HUBs) of their selection as a subcontractor. The notice must specify at a minimum the contracting agency’s name and its point of contact for the contract, the contract award number, the subcontracting opportunity it (the subcontractor) will perform, the approximate dollar value of the subcontracting opportunity and the expected percentage of the total contract that the subcontracting opportunity represents. A copy of the notice required by this section must also be provided to the contracting agency’s point of contact for the contract no later than ten (10) working days after the contract is awarded.

(Attachment B)

1Item Number: Description: Drywall

Company Name Texas certified HUB Texas VID or federal EIN

Do not enter Social Security Numbers.

If you do not know their VID / EIN, leave their VID / EIN field blank.

Approximate Dollar Amount

Expected Percentage of

Contract

Billy's Drywall - Yes - No 11111 $ 10,000 10 %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

- Yes - No $ %

HUB Letter of Commitment

• Plan to subcontract but unaware of dollar amounts or percentages?

• Self Performing

• Provide justification outlining the HUB Letter of Commitment on the HSP

• Submit amended HSP directly to HUB Department

CMAR HSP Process

CMAR Firm Selection: The Owner’s selection of a CMAR firm, as well as process deadlines, are outlined in Texas Gov’t Code § 2269.253 and § 2269.254. In summary, these statutes allow for procurement of the CMAR firm in either a one-step process (via a request for proposals (RFP)) or a two-step process (via a request for qualifications (RFQ) followed by an RFP). The Owner shall state the selection criteria in the RFQ and/or RFP. In the two-step process, the Owner is not allowed to request fees or prices during the RFQ phase. In addition, the Owner has 45 days from the day on which the final proposals are opened, to evaluate and rank the submitted proposals.

Design Build HSP Process

Questions?