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1. Summary Meeting title CPS Home Study and Report Services Teleconference HHS0016552 Registration page views 20 Registered participants 11 Canceled registrations 1 Attended participants 14 Start time 2/25/26, 10:21:45 AM End time 2/25/26, 3:49:09 PM Meeting duration 5h 27m 24s Average attendance time 57m 38s

2. Participants

Name In-Meeting Duration Email Role Organization

Elizondo,Stacy (HHSC) 55m 44s Stacy.Elizondo@hhs.texas.gov Organizer Melissa (Mauney) Caldwell 48m 34s melissa@mauneyandassociates.com Attendee Mauney & Associates LLC Williams,Sherice (DFPS) (Externa48m 17s Sherice.Williams47@dfps.texas.gov External Presenter Zainab (Unverified) 5h 19m 14s Attendee Turner Consulting & Therapy Services LLC Suzanne Olivarri 47m 5s volivarri@endeavors.org Attendee Endeavors Stephanie Malek 26m 47s stmalek@endeavors.org Attendee Endeavors Cynthia Stephens 41m 20s Attendee Angel Care Partners, LLC Leita (Unverified) 44m 5s Attendee Saratoga Zainab (Unverified) 42m 35s Attendee Turner Consulting & Therapy Services LLC Jeni Gannon-Rhodes 42m 13s Jeni@mauneyandassociates.com Attendee Mauney & Associates Saleena Sidhu 40m 6s ssidhu@saratogamed.com Attendee Saratoga Medical Center Heather Johnson 36m 17s HJohnson@saratogamed.com Attendee Saratoga Medical Center Sherrell Taylor 1m 57s sherrelltaylor@vbhs.org Attendee Domonique's Watch LLC Kerri Kastanias 12m 45s kekastanias@endeavors.org Attendee endeavors

CPS Home Study and Report Servi

Pre-Proposal Conference and HSP Training

DFPS CPS Home Study and Report Services Fiscal Year 2027 Request for Proposals No. HHS0016552

Version 1.20 Review Date 10/02/2025

Introductions

Speakers

• Stacy Elizondo, CTCD, CTCM HHSC Procurement and Contracting Services

• Sherice Williams, CTCM, CTPM, CCA VETHUB Coordinator

Topics

• Communication

• Schedule of Events

• Procurement Access

• Procurement Requirements

• Proposal Screening and Evaluation

• Reminders

• HUB Subcontracting (HSP) Training

Communication

Sole Point of Contact

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

Stacy Elizondo, CTCD, CTCM HHSC Contract Specialist 1100 W. 49th Street, Mail Code 2020 Austin, TX 78756 email: stacy.elizondo@hhs.Texas.gov

• All communication related to the RFP must be directed to the sole point of contact, Stacy Elizondo.

• 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, Sherice Williams.

Should Respondents have questions regarding proper completion of the HUB Subcontracting Plan, RFP Section 6.7, the HUB Coordinator may be contacted at DFPSHUB@dfps.Texas.gov.

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 and DFPS reserve 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 and DFPS may, in its discretion, reject any and all proposals or portions thereof.

Note: Google Chrome is recommended when navigating the Electronic State Business Daily (ESBD) website.

http://www.txsmartbuy.com/esbd

Procurement Access State of Texas ESBD Webpage

• The RFP and official materials are posted to the State of Texas ESBD at:

• https://www.txsmartbuy.gov/esbd/HHS0016552

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

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

Note: Google chrome is recommended when navigating the Electronic State Business Daily (ESBD) website.

Submission Requirements Submission Options

Option 1 - USBs Option 2-Online Bid Room

Hand Delivery Overnight/Express/Priority Mail HHS Online Bid Room

Health & Human Services Commission

ATTN: Response Coordinator Procurement & Contracting

Services Building 1100 W. 49th St., MC 2020 Austin, TX 78756

Health & Human Services Commission

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

Austin, TX 78756

See Exhibit K, HHS Online Bid Room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room https://hhs.texas.gov/doing-business-hhs/contracting-hhs/hhs-online-bid-room

See Checklist in Section 3.6.3 of the RFP. Items to submit for a RESPONSIVE response:

1.Exhibit A: HHS Solicitation Affirmations

Ensure the document is SIGNED.

2. Exhibit H: HUB Subcontracting Plan

Reminder: A courtesy review of a Respondent’s HSP is available to assist Respondents in providing a complete responsive HSP and to determine whether any deficiencies exist, as per RFP Section 6.7 HUB Subcontracting Plan.

3. Exhibit N: Cost Proposal

This is a fillable form which must be completed.

4. Exhibit M: Assurances – Non-Construction Programs

5. Exhibit L: Certification Regarding Lobbying

Items to submit for a RESPONSIVE proposal:

6. Narrative Proposal

7. Company Information

8. Minimum Qualification Verification

9. Franchise Tax Information

10. References

11. Major Subcontractor Information

12. Dun and Bradstreet Reports

13. Financial Statements and Financial Solvency

14. Certificate of Fact

15. All Posted Addenda, Signed

Submissions must be received by HHSC no later than:

March 30, 2026 by 10:30 a.m. CT

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 G, Evaluation Tool (See RFP Section 4.2.5.)

Reminders

• Read the RFP thoroughly and include all required documents.

• Deadline to Submit Questions: March 2, 2026 @ 10:30 a.m. CT

• Date Responses to Questions Posted on ESBD: March 13, 2026

• Deadline to Request HSP Courtesy Review: March 18, 2026

• Proposals due: March 30, 2026, at 10:30 a.m. CT

• Late submissions will not be considered.

Vendor Questions

• All questions must be submitted in writing to the Contract Specialist at: stacy.elizondo@hhs.txas.gov

• Refer to RFP Section 3.3.4, for the format of submitting questions

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

• Reminder: All additional questions, requests for clarification, etc., are due in writing no later than March 2, 2026, by 10:30 a.m.

Central Standard Time.

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.

Historically Underutilized Business (HUB)

HUB Subcontracting Plan (HSP) Training

Agenda

1. HSP Method Options

2. Required HSP Pages

3. Method V: Self Performing

4. GFE Attachment A

5. GFE Attachment B

6. Additional Subcontracting Information

7. Special Reminders

8. HUB Contact Information

Responses that do not include a completed HSP shall be

Rejected pursuant to:

TGC §2161.252(b) and

34 TAC 20.285

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://texreg.sos.state.tx.us/public/readtac$ext.TacPage?sl=R&app=9&p_dir=&p_rloc=&p_tloc=&p_ploc=&pg=1&p_tac=&ti=34&pt=1&ch=20&rl=285 https://texreg.sos.state.tx.us/public/readtac$ext.TacPage?sl=R&app=9&p_dir=&p_rloc=&p_tloc=&p_ploc=&pg=1&p_tac=&ti=34&pt=1&ch=20&rl=285

HSP Method Options

Subcontracting Method Options

Subcontracting Method Definition

I: All VetHUB(s) Utilizing only Texas certified VetHUB(s). See GFE Attachment A.

II: Mentor-Protégé Relationship Utilizing an approved M/P agreement. See GFE Attachment B.

III: Solicitation Method Subcontracting utilization goal not met. See GFE Attachment B:

Contact 3+ HUBs & 2 trade organizations in writing.

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

GFE Attachment A

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

Method I or III:

GFE Attachment B -

Written Notices:

*Minimum 7 Working days.

*Supporting documents (email, fax, etc.).

Method II or IV:

• 3+ "Active" Certified HUBs

• 2 Trade Org./Bus. Development Centers

GFE Attachments B -

Method II or IV:

a. Company Name

b. Texas Certified HUB (Y) or (N)

c. Texas VID or Federal EIN #

d. % & $

• Note “TBD” is NOT acceptable

*Please provide justification for all Non-HUB Subcontractors

1. Contractor Name / Solicitation #

2. Subcontracting Opportunity

3. Subcontractor Selection

Method IV: Section 3

• The Prime contractor performs ALL work-related activities

Equipment Materials Supplies

Transportation Delivery W-2 Employees

Agency may request additional information.

Additional Information

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)

1. Sent emails

2. Certified Letters

3. Fax logs *7 business days to respond 26

Special Reminders

Review HSP Checklist for guidance.

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

HUB Coordinator Contact Information sherice.williams47@dfps.texas.gov mailto:sherice.williams47@dfps.texas.gov

�Pre-Proposal Conference and HSP Training

Introductions

Topics

Communication

Communication

Communication

Procurement Access

Procurement Access

Submission Requirements

Submission Requirements

Submission Requirements

Submission Requirements

Proposal Screening & Evaluation

Reminders

Vendor Questions

Closing Comments

Historically Underutilized Business (HUB)

Agenda

Slide Number 19

HSP Method Options

HSP Required Pages

GFE Attachment A

GFE Attachment B -� 1 of 2

GFE Attachments B -� 2 of 2

� Method IV: Section 3

Additional Information

Special Reminders

Slide Number 28

Slide Number 29