ESBD_495176_1776974368941_Attachment to Addendum 1.pdf

Pre-proposal Conference and HSP Training

Temporary Assistance for Needy Families (TANF) Analysis

Request for Proposal No. HHS0016822

April 22, 2026 at 10 a.m.

Version 1.20 Revision Date 10/10/2023

Introductions

Speakers

• Joanna Saucedo, HHSC PCS Contract Specialist

• Bob McCurdy, HHSC HUB Coordinator

Topics

• Communication

• Procurement Background

• Schedule of Events

• Procurement Access and Submission Requirements

• Proposal Screening and Evaluation

• Vendor Questions and Reminders

• HUB Subcontracting Plan (HSP) Training

Communication

Sole Point of Contact

All requests, questions, and other communication about the RFP must be made in writing to:

Joanna Saucedo, CTCD, CTCM HHSC Contract Specialist

1100 W. 49th Street, Mail Code 2020

Austin, TX 78756

Email: Joanna.Saucedo1@hhs.texas.gov

• All communication related to the RFP must be directed to the sole point of contact, Joanna

Saucedo.

• All communications between Respondents and other HHS staff members concerning the RFP are strictly prohibited.

• Failure to comply with these requirements may result in disqualification of the Respondent’s proposal.

• Exceptions to the Sole Point of Contact (RFP

Section 3.3.3):

The only exceptions to the Sole Point of Contact is the HUB Coordinator, Bob McCurdy.

Should Respondents have questions regarding proper completion of the HUB Subcontracting Plan, (RFP Section 6.8) the HUB Coordinator maybe contacted at Bob.McCurdy@hhs.texas.gov.

Procurement Background

HHSC seeks a vendor to address the findings from a recent TANF Efficiency Audit. The Contractor will provide an analysis of HHSC’s TANF reporting and compliance with TANF regulations and guidance, including an analysis of interagency TANF funding and interrelated reporting methods to ensure that all state agencies receiving TANF funding comply with federal and state regulations and statutes. The Contractor will map out and document the policies and procedures around managing and monitoring TANF funding for each state agency that receives TANF funding, as well as the correct reporting of interagency transactions.

Schedule of Events

Event Date/Time

Deadline for Submitting Questions or Request for Clarification April 23, 2026, at 5:00 p.m. CT

Tentative Date to Post Answers to Questions on ESBD May 1, 2026

Deadline for Courtesy HSP Review May 4, 2026, by 5:00 p.m. CT

Deadline for Submission of Solicitation Responses May 15, 2026, at 10:30 a.m. CT

Anticipated Notice of Award June 2026

Anticipated Contract Start Date August 2026

Procurement Access

HHSC will post all official communication regarding this RFP on the following website, including the Notice of Award:

Texas ESBD website at http://www.txsmartbuy.com/esbd

HHSC reserves the right to cancel this RFP, or to make no award if it determines such action is in the best interest of the State. HHSC may, in its discretion, reject any and all proposals or portions thereof.

https://www.txsmartbuy.gov/esbd

Procurement Access

State of Texas ESBD Webpage

• The RFP and official materials are posted to the State of

Texas ESBD webpage at:

https://www.txsmartbuy.gov/esbd/HHS0016822

• It is the responsibility of the Respondent to periodically check the ESBD website.

• All addenda, modifications, and changes to the schedule of events will be posted on ESBD website.

Note: Google chrome is recommended when navigating the Electronic

State Business Daily (ESBD) website.

https://www.txsmartbuy.gov/esbd/HHS0016822

Submission Requirements

Submission Options

Option 1 - USBs Option 2-Online Bid Room

Overnight/Express/Priority Mail

Hand Delivery HHS Online Bid Room

Health and Human Services Commission

ATTN: Response Coordinator Tower Building Room 108 1100 W. 49th St., MC 2020

Austin, Texas 78756

Health and Human Services Commission

ATTN: Response Coordinator Procurement & Contracting

Services Building 1100 W. 49th St., MC 2020

Austin, Texas 78756

See Exhibit J, HHS Online Bid Room

HHS Online Bid Room https://www.hhs.texas.gov/business/contracting-hhs/hhs-online-bid-room

Items to submit for a RESPONSIVE response:

A. Proposal and Respondent Information

1. Narrative Proposal (Section 5.1) SC

2. Company Information (Section 6.1) SC

3.

Franchise Tax – Right to Transact Business in Texas

(Section 6.2) AC

4. References (Section 6.3) AC

5. Major Subcontractor Information (Section 6.4) AC

6. Affirmations (Section 6.5 and Exhibit A) SC

7. Exceptions (if applicable) (Section 3.5.4, Exhibit E) AC

8. Assumptions (if applicable) (Section 3.5.5, Exhibit F) AC

(continued)

Items to submit for a RESPONSIVE response:

9. Dunn and Bradstreet Report (Section 6.6.1) AC

10.

Financial Statements and Financial Solvency

(Section 6.6.2) AC

11.

Data Use Agreement and Security Privacy Inquiry

(Section 2.8, Exhibit D, and D- 1)

AC

12. Cost Proposal (Article VII and Exhibit I) SC

13. HUB Subcontracting Plan (Section 6.8 and Exhibit G)

SC

Proposal Screening & Evaluation

Evaluation and Award Process

• Initial Screening of Minimum Qualifications (see RFP

Section 4.2.2).

• Responses which meet the Minimum Qualifications shall be consistently evaluated and scored in accordance with the evaluation criteria per Exhibit L, Evaluation Tool (see

RFP Section 4.2.5).

Vendor Questions

• All questions must be submitted in writing to the Sole

Point of Contact at: Joanna.Saucedo1@hhs.texas.gov

• Refer to RFP Section 3.3.4 (Solicitation Questions), for the format of submitting questions.

• Do not submit in PDF, do not password protect.

mailto:Bianca.Hernandez01@hhs.texas.gov

Reminders

• Read the RFP thoroughly and include all required documents.

• Deadline to Submit Questions: April 23, 2026, by 5:00 p.m.

CT.

• Tentative Date Responses to Questions Posted on ESBD: May

1, 2026.

• Deadline for HSP Courtesy Review: May 4, 2026 by 5:00 p.m. CT.

• Deadline for Submission of Solicitation: May 15, 2026, by 10:30 a.m. CT.

• Late submissions will not be considered.

Closing Comments

• Respondents are responsible for meeting the RFP requirements, including any addenda.

• Respondents must check the ESBD webpage frequently for any addendum that may have been added to this solicitation.

• All Addenda must be signed and submitted with the original response.

• Vendor questions and answers will be posted to the

ESBD webpage.

Thank you

Historically Underutilized Business (HUB)

HUB Subcontracting Plan (HSP)

Training

Agenda

1. HSP Method Options

2. Required HSP Pages

3. Method V: Section 3

4. GFE Attachment A

5. GFE Attachment B

6. Additional Information

7. Special Reminders

8. HUB Contact Information

01/2026 HUB HSP Training 2

Texas Government Code and Texas

Administrative Code

Responses that do not include a completed HSP shall be

Rejected pursuant to:

TGC §2161.252(b) and

34 TAC 20.285

01/2026 HUB HSP Training 3 https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2161.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2161.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2161.htm https://texas-sos.appianportalsgov.com/rules-and-meetings?$locale=en_US&interface=VIEW_TAC_SUMMARY&queryAsDate=04%2F09%2F2025&recordId=214411 https://texas-sos.appianportalsgov.com/rules-and-meetings?$locale=en_US&interface=VIEW_TAC_SUMMARY&queryAsDate=04%2F09%2F2025&recordId=214411

HSP Method Options Subcontracting Method

Options Subcontracting Method Definition

I: All HUB(s) Utilizing only Texas certified HUB(s).

See GFE Attachment A.

II: Mentor-Protégé Relationship Utilizing an approved M/P agreement.

See GFE Attachment B.

III: Meeting/Exceeding HUB Goal Subcontracting goal met by HUB(s).

See GFE Attachment A.

IV: Solicitation Method Subcontracting utilization goal not met.

See GFE Attachment B:

Contact 3+ HUBs & 2 minority/trade organizations in writing.

V: Self Performing Contractor performs all work with own resources. No GFE Attachment.

01/2026 HUB HSP Training 4

HSP Required Pages Continued

All subcontracting method options require:

✓Page 1, Section 1: Respondent & Bid Information

✓Page 2, Section 2: Respondent's Subcontracting

Intentions oYes – fill out part b., c., & d (if applicable) oNo – see next slide/Section 3

✓Page 3, Section 4: Affirmation signature

01/2026 HUB HSP Training 6

Method V: Section 3

01/2026 HUB HSP Training 7

The Prime contractor performs ALL work-related activities

Agency may request additional information.

➢ Equipment ➢Materials

➢ Supplies

➢ Transportation

➢ Delivery ➢W-2 Employees

GFE Attachment A

Method I or III:

1. Contractor Name / Solicitation

2. Subcontracting Opportunity

3. Subcontractor Selection

a. Company Name

b. TX HUB: Y/N

c. TX VID or Federal EIN #

d. % & $:

*“TBD” is NOT acceptable

01/2026 HUB HSP Training 8

GFE Attachment B

Method II or IV:

01/2026 HUB HSP Training 9

Written Notices:

• Minimum 7 working days

• Supporting documents

(email, fax, etc.)

• 3+ “Active” HUBs

• 2 Trade Org./Business

Development Centers

GFE Attachments B

Method II or IV:

01/2026 HUB HSP Training 10

1. Contractor name/ Solicitation #

2. Subcontracting Opportunity

3. Subcontractor Selection

*Please provide justification for all Non- HUB subcontractors

Additional Information

01/2026 HUB HSP Training 11

Subcontracting method options I-IV require:

• HUB Vendor Profiles on CMBL/HUB Directory

i. HUB’s VID#

ii. Contact information

iii. “A” = Active status

iv. Expiration date

• Written GFE notification (Method IV Only) Sent emails

2. Certified Letters

3. Fax logs *7 business days to respond

Special Reminders

01/2026 HUB HSP Training 12

❑ Review HSP Checklist for guidance.

❑ Check the Solicitation HUB Subcontracting Goal %.

❑ Choose an HSP method & provide documentation.

❑ The Commodity Book is the only resource for NIGP or class/item codes.

❑ The CMBL/HUB Directory is a resource to seek out certified active Texas

HUBs.

❑ HSP Courtesy Reviews are available upon written request.

❑ No HSP changes are allowed until after contract award.

https://commbook.app.cpa.state.tx.us/ https://mycpa.cpa.state.tx.us/tpasscmblsearch/tpasscmblsearch.do

HUB Office Contact Information

Bob.McCurdy@hhs.texas.gov

(512) 406-2534

HHSCHUB@hhs.texas.gov

*Active solicitation HSP questions contact designated HUB Coordinator.

01/2026 HUB HSP Training 13 mailto:bob.mccurdy@hhs.texas.gov mailto:HHSCHUB@hhs.texas.gov

Thank You

01/2026 HUB HSP Training 14

1. Summary

Meeting title Pre-proposal and HSP Training for HHS0016822 TANF Analysis

Registration page views 8

Registered participants 7

Canceled registrations 0

Attended participants 8

Start time 4/22/26, 9:49:13 AM

End time 4/22/26, 10:42:45 AM

Meeting duration 53m 32s

Average attendance time 46m 35s

2. Participants

Name First Join Last Leave In-Meeting DurationEmail Role Registration First NameRegistration Last NameOrganization

Saucedo,Joanna (HHSC) 4/22/26, 9:49:16 AM4/22/26, 10:42:44 AM53m 27s Joanna.Saucedo1@hhs.texas.gov Organizer

Elizondo,Stacy (HHSC) 4/22/26, 9:55:46 AM4/22/26, 10:42:31 AM46m 45s Stacy.Elizondo@hhs.texas.gov Organizer

Martinez,Irene (HHSC) 4/22/26, 9:55:47 AM4/22/26, 10:42:36 AM46m 49s Irene.Martinez03@hhs.texas.gov Organizer

McCurdy,Bob (HHSC) 4/22/26, 9:49:39 AM4/22/26, 10:42:37 AM52m 58s Bob.McCurdy@hhs.texas.gov Presenter

Jarred Clark 4/22/26, 9:58:03 AM4/22/26, 10:42:45 AM44m 42s Jarred.Clark@ey.com Attendee Jarred Clark Ernst & Young LLP

Coen, Aaron 4/22/26, 9:58:25 AM4/22/26, 10:42:40 AM44m 15s Aaron.Coen@crowe.com Attendee Aaron Coen Crowe LLP

Joffe, Deborah 4/22/26, 9:59:25 AM4/22/26, 10:42:43 AM43m 17s djoffe@pcgus.com Attendee Deborah Joffe Public Consulting Group

Jackfert, Megan 4/22/26, 10:02:13 AM4/22/26, 10:42:42 AM40m 28s MJackfert@pcgus.com Attendee