RFP 0719-LP Addendum No. 2.pdf

Texas General Land Office -1- RFP No. 0719-LP Addendum No. 2

TEXAS GENERAL LAND OFFICE

REQUEST FOR PROPOSALS NO. 0719-LP

Addendum No. 2 Coastal Construction Services for the Old Queen Isabella Causeway Removal & Artificial Reef

Construction

Cameron County, Texas

Class/Item Codes 912-40; 912-44; 959-35; 959-64; 959-65; 959-84

Release Date: December 5, 2024 Addendum No. 1 Issue Date: January 9, 2025

Addendum No. 2 Issue Date: January 24, 2025 Original Deadline for Submission: February 7, 2025 at 2:00 p.m. CT Revised Deadline for Submission: February 28, 2025 at 2:00 p.m. CT

Solicitation Point of Contact: Linh Phan, CTCD, CTCM

Linh.Phan@GLO.Texas.Gov

Any Addenda to this Solicitation will be posted to the Electronic State Business Daily (ESBD) website, http://www.txsmartbuy.com/esbd, under Agency Code 305 (General Land Office) and notification of such Addenda sent to all bidders in the relevant categories and regions listed on the Comptroller’s Centralized Master Bidders List (CMBL) at the time of the Solicitation. Each Respondent must check the ESBD website, or the means of communication established in its CMBL registration (if applicable) for any Addenda to this Solicitation. Failure to check for Addenda does not release any Respondent from its responsibility for complying with additional requirements or providing additional information listed in any Addenda.

mailto:Linh.Phan@GLO.Texas.Gov http://www.txsmartbuy.com/esbd

Texas General Land Office -2- RFP No. 0719-LP Addendum No. 2

The Pre-Proposal conference agenda and list of participants are posted on the following pages.

Texas General Land Office -1- RFP No. 0719-LP Pre-Proposal Conference Agenda

PRE-PROPOSAL CONFERENCE AGENDA – RFP No. 0719-LP Old Queen Isabella Causeway Removal & Artificial Reef Construction

Cameron County, Texas Texas General Land Office

January 14, 2025, 10:00 a.m.

GLO Staff: Sarah Bergmann, Manager, Procurement Division Linh Phan, Purchaser, Procurement Division John Mesiroff, Project Manager, Construction Services Tamara Perkins, Assistant HUB Coordinator Traci Cotton, Attorney, Office of General Counsel

ENGINEER: AECOM

Matt McCollum, Engineer of Record Nathan Mezzano, Engineer of Record

I. Introductions and Sign-in Please enter your name, company name, and e-mail address in the Zoom chat box to sign in.

Please make sure all mics are on mute. Any questions need to be asked through the chat box.

II. Proposal Procedures - Overview of RFP Process:

Procurement Division

1. The RFP has been posted on Electronic State Business Daily (ESBD) at https://www.txsmartbuy.gov/esbd/RFP_0719-LP Respondents are advised to read and become familiar with all posted information.

Addenda will also be posted on the ESBD.

2. The Project Manual (specifications and drawings), along with the RFP is posted on the MillerIDS site: https://planroom.millerids.com/

3. This RFP is for Competitively Sealed Proposals for Old Queen Isabella Causeway Removal & Artificial Reef Construction, Cameron County, Texas, as described in Article II of the RFP, Scope of Work.

4. Questions: All questions regarding this RFP must be submitted to Linh Phan, GLO Procurement, in writing; please refer to Section 3.2.1 of the RFP for contact information.

Addendum 1, round one of questions posted to ESBD: January 9, 2025.

Deadline for submitting round two of questions: January 20, 2025 at 2:00 PM.

5. Clarification of discrepancies and answers to submitted questions will be made by Addenda posted to the ESBD. The anticipated release date of answers to accepted questions is January 24, 2025.

6. Delivery of Solicitation Responses: Respondents must upload Solicitation Responses to the Box™ URL specified in Section 3.4.3 of the RFP. The GLO shall not accept Solicitation Responses submitted by any other means. Please contact the point-of-contact listed in Section https://www.txsmartbuy.gov/esbd/RFP_0719-LP https://planroom.millerids.com/

Texas General Land Office -2- RFP No. 0719-LP Pre-Proposal Conference Agenda

3.2.1 for assistance with Box™.

7. Deadline for Submission of Solicitation Responses: February 7, 2025 at 2:00 p.m.

Respondents may submit their Solicitation Responses any time prior to that deadline. Box™ shall time stamp all uploaded Solicitation Responses; any other documentation of timely submission in lieu of the Box™ time stamp WILL NOT be accepted.

8. Evaluation Criteria and Minimum Qualifications: Section 4.1 of the RFP.

9. Cost Proposal: Respondent must submit a cost proposal for the services listed in Article II, Scope of Work. Instructions for formatting the cost proposal may be found in Article VI of the

RFP.

10. Respondents are advised to read and become familiar with all the posted documents. In addition, respondents should visit the site to become familiar with all existing conditions prior to submitting proposals.

11. Submission Checklist: See Article VIII of the RFP. This checklist is provided for Respondent’s convenience only and identifies documents that must be submitted with this Solicitation Response in order to be considered responsive. Any Solicitation Responses received without these requisite documents may be deemed nonresponsive and may not be considered for contract award.

12. Award: Selected Respondent will be sent the Notice of Intent to Award after proposal evaluations. Once the contract is executed, the Notice of Award will be posted to the ESBD.

III. HUB Subcontracting Plan Tamara Perkins, Assistant HUB Coordinator

The State of Texas HUB Subcontracting Plan form is included with this Solicitation as Exhibit C.

A Solicitation Response that does not contain a HUB Subcontracting Plan (HSP) is not responsive and will be rejected without further evaluation. A Solicitation Response will also be rejected if the GLO determines that the HSP was not developed in good faith.

Please refer to the cover letter included with Exhibit C for specific instructions for locating potential HUB subcontractors utilizing the State’s Centralized Master Bidders List (CMBL).

Respondents may direct questions about HSPs or the HUB program to the HUB Team contacts listed below. All other questions about this Solicitation must be directed to the single point of contact listed in Section 3.2.1.

Vonda White Tamara Perkins Vonda.White@GLO.Texas.Gov Tamara.Perkins@GLO.Texas.Gov 512-947-4441 512-463.5908

The Assistant HUB Coordinator will give an overview of proper completion of the HUB Subcontracting Plan and good faith effort requirements. The last day for an outreach notification to HUB subcontractors is January 29, 2025.

mailto:Vonda.White@GLO.Texas.Gov mailto:Tamara.Perkins@GLO.Texas.Gov

Texas General Land Office -3- RFP No. 0719-LP Pre-Proposal Conference Agenda

IV. Description of Scope of Work Presentation by Engineer

The Old Queen Isabella Causeway Removal & Artificial Reef Construction project attaches to a single adjacent land tract with a historic GLO lease (LC) for the area/project. It is the only access to the project location by land. The owner is available if prospective respondent(s) would like to contact him to discuss access opportunities. This is not facilitated by the GLO/AECOM but may support a potential construction plan for the bidders.

POC: Charles Nelson 512.751.5669 nelsonauto@gmail.com

Technical Questions

V. Last Call for Questions and Adjourn

Agenda, sign-in sheet, and questions & answers will be posted to the ESBD.

mailto:nelsonauto@gmail.com

TX GLO - RFP 0719-LP - OLD QUEEN

ISABELLA CAUSEWAY - DEMOLITION AND

CONSTRUCTION

Pre-Proposal Conference January 14, 2025

BACKGROUND

• GLO Condemned Causeway: Built 1950s – Condemned 1970s

• No Public Access to Causeway

• Site can be accessed from Water

• Marine Floating Plant/Equipment is required

• Causeway is attached by Abutment on privately owned land

• Funding

• Gulf of Mexico Energy Security Act (GOMESA)

SCOPE OF WORK

• Mobilization/Demobilization

• Survey(s)

• Environmental, Causeway, and Artificial Reef

• Removal of Concrete and Steel Causeway Remnants (Debris)

• ACBM Abatement, Air Monitoring, and Sampling

• Artificial Reef Construction

• Demolition and Removal of Causeway Elements

PROJECT VICINITY

PROJECT LOCATION

EXISTING CONDITIONS

ARTIFICIAL REEF SITE

Artificial Reef Requirements

• See Spec Div 02 41 16 Section 3.4

• USACE PERMIT SWG-2022-00709

Safety Requirements

Requirements

• See Spec Div 01 35 26

• Safety Submittals

Demolition Requirements

Requirements

• See Spec Div 02 41 16

• Demolition Submittals

• ACBMs must be removed prior to Reefing of Causeway Materials

• USACE PERMIT SWG-2022-00733

Survey

• Survey Plan

• Surveyor (TX PE)

• Notification(s) Requirements

• See Spec Div 02 21 13

• Survey Submittals

Temporary Environmental Controls

• Environmental Protection Plan

• Bird Nesting Report

• Turbidity Controls Requirements

• See Spec Div 01 57 19

• Submittals

1) Line Item 10 Extended Price shall use the most expensive Unit Price from Line items 10a, 10b, and 10c. See Technical Specifications Section 01 00 00, subsection 1.14, for more information.

a. The unit price per pile for Bid Item 10a shall be for the complete extraction of piles to be removed from the OQIC.

b. The unit price per pile for Bid Item 10b shall be for a pile the Contractor has failed to fully extract and, following written authorization by the GLO, has subsequently been cut-off at an elevation no less than 10 feet below the existing pre-construction seabed and removed from the OQIC.

c. The unit price per pile for Bid Item 10c shall be for piles cut-off at an elevation no less than 10 feet below the existing pre-construction seabed, without the

Contractor attempting to fully extract the pile, performed only with the written authorization of the GLO, and removed from the OQIC.

2) Prices include all cost of materials, equipment, labor, profit, overhead and subsidiary costs.

3) Owner Contingency Allowance shall be excluded from this form but shall be included in the total proposal price in Section I (Base Price), above. See

Technical Specifications Section 01 21 00 – Allowances, for more information.

Notes:

Questions Questions are due by 2:00pm on January 20th, 2025

• Responses to accepted questions will be posted to ESBD by the afternoon of January 24th, 2025.

Texas General Land Office -3- RFP No. 0719-LP Addendum No. 2

Meeting Attendees

Sarah Bergmann Linh Phan John Mesiroff Tamara Perkins Traci Cotton Rene Garcia Jessica Cappell Texas General Land Office

Matt McCollum

Nathan Mezzano

AECOM

Jessica Veit Veit & Company, Inc.

Mike Moffo Safespan Platform and Protective Shielding

Andrew Wood VEIT & Company

Aaron Vasquez Russell Marine, LLC

Thomas Noble T&T

Bob Springob Erich Hellinghausen Laredo Construction, Inc.

Zachary Russ Shoreline Contractors

Christopher Mattingly Bluegrass Concrete Cutting

Chantel George Weeks Marine

Michael Schwach JR Ramon Demolition

Matthew Broussard Bo-mac Contractors, LTD.

Erasmo DeLeon Camacho Demolition

Texas General Land Office -4- RFP No. 0719-LP Addendum No. 2

RFP 0719-LP Questions and Answers

Question 1: How is a contractor able to visit the job site? Is there a locked gate or a contact person etc

Answer 1: The location may be inspected by vessel. There is no public access by land. Parties may contact the landowner, Mr. Charles Nelson at 512.751.5669 or nelsonauto@gmail.com to inquire about access.

Question 2: In the Uniform General Notes, we asume no Buliders Risk is required.

Paragraph 5.2.2.1.5

Answer 2: Respondents are responsible for ensuring they have adequate insurance coverage for the project. Refer to the Technical Specifications, Uniform General Conditions Article 5. Bonds and Insurance, 5.2.2.1.5 Special Form Builder’s Risk Insurance.

Question 3: Can you please provide the Historical / Old Queen Isabella Drawings?

Answer 3: Respondents may obtain the historical Old Queen Isabella Causeway drawings from the Texas Department of Transportation (TxDOT), Refer to Contract Specifications Division 01, Section 01 00 00, Subsection 1.4 - Examination of Site. Additionally, the historical TxDOT documents may be requested by Open Records Request (ORR) from the Pharr District Office web site at https://www.txdot.gov/about/contact-us/submit-an-open-records-request.html. All requests should add "GLO Isabella Project" to the ORR. For assistance, contact Teresa Muehlberger- McMillian at (956) 702-6101.

Question 4: Can you plase provide the Land Owners contact information mentioned in Section 01 11 00- Summary of Work Paragraph 1.2 reguarding the temporary construcyion easement?

Answer 4: Charles Nelson: 512.751.5669 or nelsonauto@gmail.com.

Question 5: Can you plase provide all Hydrographic Single Beam & Multi-Beam Surveys for review mentioned in Section 02 41 16- Demolition and Reef Construction Paragraph 1.2.

Answer 5: Survey files have been uploaded to ESBD. See zipped file titled “OQIC Hydro Data”.

Question 6: As discussed in the prebid conference, can TX GLO provide the TXDOT old historical drawings versus each contractor trying to get them from TXDOT?

Answer 6: No, Respondents must contact TXDOT for the historic plans. Refer to Question 3 Answer. Respondents may obtain the historical Old Queen Isabella Causeway drawings from the https://www.txdot.gov/about/contact-us/submit-an-open-records-request.html

Texas General Land Office -5- RFP No. 0719-LP Addendum No. 2

Texas Department of Transportation (TxDOT), Refer to Contract Specifications Division 01, Section 01 00 00, Subsection 1.4 - Examination of Site. Additionally, the historical TxDOT documents may be requested by Open Records Request (ORR) from the Pharr District Office web site at https://www.txdot.gov/about/contact-us/submit-an-open-records-request.html. All requests should add "GLO Isabella Project" to the ORR. For assistance, contact Teresa Muehlberger- McMillian at (956) 702-6101.

Question 7: Can TX GLO provide all existing site surveys of the bridge per section 02 21 13 paragraph 1.2 that GLO has please?

Answer 7: Site survey files have been uploaded to ESBD. See zipped file titled “OIC SSS Data”.

Question 8: Is builders risk insurance required to be provided in our bid for the project?

Answer 8: See Question 2 Answer.

Question 9: I am looking into the requirements to bid on the removal of the old Queen Isabella Causeway and Artificial Reef Construction project, and I am trying to find out if we need to be prequalified with TxDOT in order to bid. Are you able to verify this for me?

Answer 9: A Respondent does not need to be prequalified with TxDOT in order to submit a proposal.

Question 10: Section 3.1 – Deadline for submission of Solicitation. Please consider a revision to the solicitation response deadline of three (3) weeks to February 28, 2025 to allow for further engagement with HUB Zone contractors, further evaluation of the environmental restrictions, and receipt and review of the historical structure documents from TXDOT.

Based on recent conversations with TXDOT, they claim they have not pulled the as-builts since 2021 and will give us an update on availability on 1/20/2025.

Answer 10: Deadline for Submission of Solicitation Responses (including HUB Subcontracting Plan) has been pushed to February 28, 2025. A three-week extension is approved. TXDOT has pulled the drawings as of January 22, 2025 and they are available upon TXDOT Open Records Request. See Question 3 Answer for directions.

Question 11: Technical Specifications – 01 00 00 – Section 3.6 – Cultural Resources. “Areas where those resources are located are shown on the plans”. Cultural Resources have not been noted on the plans. Please clarify if cultural resources are present and are those areas defined as “Avoidance Area” on the plans.

https://www.txdot.gov/about/contact-us/submit-an-open-records-request.html

Texas General Land Office -6- RFP No. 0719-LP Addendum No. 2

Answer 11: Areas to be avoided, based on the results of the Cultural Resources Survey, are noted on the Plans as "Avoidance Area".

Question 12: Technical Specifications – 02 21 13 – Site Surveys. Please clarify if existing bathymetric survey data is available for contractor review.

Answer 12: Areas to be avoided based on the results of the Cultural Resources Survey, are noted on the Plans as "Avoidance Area".

Question 13: Could you also please provide any Geotech reports for the project.

Answer 13: No geotechnical investigations were performed as part of this RFP.

https://www.txsed.com/ contains the only GLO Geotechnical information available for the Project area.

Question 14: Please detail permits that the TGLO will be producing and the ones required by the contractor. Permits including but not limited to Army Corps of Engineers, Endangered Species Act (ESA), and Air Monitoring.

Answer 14: Any permits, not included as part of the RFP documents (which include the Contract Documents) but required to perform the work, shall be the responsibility of the Contractor.

Question 15: Will the contractor be allowed to demo the roadway sections prior to offloading in predetermined reef area? Intent would be to take the 30’x20’ pads and demo to 4’ x 30’ sections or smaller.

Answer 15: The Contractor may demo causeway components into manageable pieces prior to reef deployment, refer to Division 02 41 16, Section 3.4 of the Technical Specifications, for sizing requirements and limitations.

Question 16: What distance from the edge of the bridge roadway will the contractor be responsible for bottom debris removal? T&T Marine Salvage surveyed the causeway late last week (1-16-25) and found numerous large pieces of debris between the causeway and the power lines.

Answer 16: A minimum of 250 feet to either side of the Old Queen Isabella Causeway (OQIC) centerline as described in Division 02 21 13 Section 1.11.1 and 1.11.3 of the Technical Specifications.

Question 17: Will the contractor be responsible for disposal of debris salvaged that may not be part of the causeway construction or demolition?

Answer 17: Yes.

https://www.txsed.com/

Texas General Land Office -7- RFP No. 0719-LP Addendum No. 2

Question 18: The RFQ references that concrete piles (if needed) could be cut 10 ft below mudline. In order to do so, there would have to be a 4 to 1 slope to safely do so. Would the TGLO consider cutting piles (if needed) at a depth of 2 to 3 foot below mudline?

Answer 18: No, a minimum of 10 feet is required.

Question 19: Does the contractor have to build a reef, or can the causeway be recycled?

Answer 19: Reef Construction is required.

Question 20: Can wheeled and tracked equipment be used in the work area around the causeway?

Answer 20: The Contractor shall be prohibited from operating any self-propelled wheeled or tracked machinery on the existing structure, per Division 01 00 00, Section 3.1. Agreements to use wheeled or tracked equipment on the privately owned land connected to the causeway shall be coordinated with the private landowner. See Question 4 Answer. Additionally, wheeled or tracked equipment can be used on Contractor marine based floating equipment.

Question 21: Can you confirm that joint coking material is only what hold the asbestos?

Answer 21: All available information is contained within Appendix A of the Technical Specifications Manual, the Aptim Testing results, and TXDOT historical Causeway Plans.

Question 22: Can contractors dredge sediment around the causeway to allow equipment near the work area? And if dredging if allowed what is allowable for the sediment that is being dredged? (Final Home)

Answer 22: Dredging is not authorized for this project under the USACE permit. Any sediment temporarily excavated from jetting shall be returned to the area from which it was removed by the Contractor.

Question 23: In the tech specs on page 286 it calls out water depths. Is the water depths 6 to 9 feet, 8 to 12 feet, and 3 to 6 feet. Are those depths correct and if not, what are the water depths?

Answer 23: Water Depths within the permit are approximations. Hydrographic survey data is being made available through Addendum No. 2 and can only be considered as indicating the general

Texas General Land Office -8- RFP No. 0719-LP Addendum No. 2 conditions at the time of the survey. However, respondents shall make their own determinations of water depths at and around the causeway as needed.

Question 24: Was there any structural analysis done on the bridge to determine the load capacity? If so, what is the load capacity?

Answer 24: Refer to Division 01 00 00, Section 3.1, Subsection II of the Technical Specifications.

Question 25: After the bridge is abated of the asbestos, can the clean demolition debris fall into the water if it is retrieved, and a scan is done to show the debris has been removed?

Answer 25: Refer to Division 01 00 00, Section 3.5, Subsection IV of the Technical Specifications.

Question 26: What is the depth of the piles driven in the bay?

Answer 26: Refer to TXDOT Historical As-Built Records.

Question 27: Based on the contract documents and permit, the concrete for the reef to be placed via an excavator. Would it be acceptable place to concrete by pushing it off the barge directly above the placement location? Because the permit says placed by excavator.

Answer 27: Yes, it is acceptable to place the concrete by pushing it off the barge directly above the placement location.

Question 28: Can the owner provide clarification on the demolished material quantity and how that is place for the reef. Specifically, a known cubic yardage to be place for the reef.

Answer 28: Contractors are responsible for performing their own calculations for take off quantities.

Question 29: Are contractors permitted to spud down equipment in the sediment within the construction limits?

Answer 29: Generally, yes. The Contractor may spud down, but does so at its own risk. Refer to Appendix D of the Technical Specifications for known utilities adjacent to the work area.

Contractors shall avoid impacts to environmentally sensitive areas.

END OF QUESTIONS AND ANSWERS

Texas General Land Office -9- RFP No. 0719-LP Addendum No. 2

Section 3.1, Schedule of Events, of the RFP is hereby replaced in its entirety with Section 3.1, Schedule of Events below.

3.1 SCHEDULE OF EVENTS

EVENT DATE/TIME

Issue Solicitation

December 5, 2024

Deadline for Submitting Round One of Questions

January 2, 2025 at 2:00 p.m. CT

Anticipated Release Date of Answers to Round One of

January 10, 2025 at

Virtual Pre-Proposal Conference (Optional) Zoom Meeting (see Sec. 3.2.5 for instructions)

January 14, 2025 at 10:00 a.m. CT

Deadline for Submitting Round Two of Questions

January 20, 2025 at

Anticipated Release Date of Answers to Round Two of

January 24, 2025 at 2:00 p.m. CT

Deadline for Submission of Solicitation Responses (including HUB Subcontracting Plan)

February 28, 2025 at

Evaluation Period (including Interviews, if any conducted)

March 3, 2025 to March 31, 2025

Contractor Selection and Notice of Intent to Award

April 1, 2025

Contract Negotiation and Execution

April 2, 2025 to April 30, 2025

Pre-Construction Conference and Notice to Proceed

TBD

NOTE: These dates represent a tentative schedule of events. The GLO reserves the right to modify these dates at any time prior to the deadline for submission of Solicitation Responses upon notice posted on the Electronic State Business Daily (ESBD) website at:

http://www.txsmartbuy.com/esbd. Please search under Agency Code 305 (General Land Office and Veterans Land Board). Any modification of dates after the deadline for submission of Solicitation Responses will not be posted.

http://www.txsmartbuy.com/sp

Texas General Land Office -10- RFP No. 0719-LP Addendum No. 2

Exhibit C, HUB Subcontracting Plan, of the RFP is hereby replaced in its entirety with Exhibit C, HUB Subcontracting Plan posted on the following pages.

The Addendum No. 2 acknowledgment page follows the updated Exhibit C, HUB Subcontracting Plan.

HUB Subcontracting Probability Statement

Reference number: RFP PR-0719 LP Old Queen Isabella Causeway Removal and Artificial Reef The HUB Goal for this procurement is 26.0% of the total contract value

The GLO has provided a list of potential areas of subcontracting opportunities by NIGP code based upon the GLO’s understanding of this procurement request. The GLO is relying upon the Bidder’s or Proposer’s expertise to fully identify subcontracting opportunities that best align with their organization and this procurement request. In accordance with 34 TAC §20.282, a subcontractor means a person who contracts with a prime contractor to work, to supply commodities, or contribute toward completing work for a governmental entity.

NIGP Class NIGP Item Description of Goods and Services

Construction, General: Backfill Services, Digging, Ditching, Road Grading, Rock Stabilization, etc.

912 44 Excavation Services

914 84 Trade Services, Construction, (Not Otherwise Classified)

926 42 Environmental Services (Not Other Classified)

Welding Services, Agricultural, Heavy Industrial & Similar Equipment (Not Otherwise Classified)

959 35 Construction Services, General Marine

959 53 Marine Survey Services: Sonar Radar, Location/Recovery of Sunken Objects, etc.

959 64 Reef Services, Artificial

959 65 Reef Construction Services including Maintenance & Repair

959 34 Construction Services: Boats, Barges, Ferries, Ships, etc.

962 39 Hauling Services

975 24 Construction Equipment (Not Otherwise Classified) Rental or Lease

975 34 Earth Moving Equipment, Graders, Dozers, Loaders, etc. Rental or Lease

975 40 Industrial Equipment Rental or Lease

You may download the HUB Subcontracting Plan form from the Office of the Comptroller of Public Accounts website. This version will guide the respondent through the various fields and assist them in completing it correctly:

https://comptroller.texas.gov/purchasing/docs/hub-forms/hsp-allfms.pdf

10/15/2024

Probable subcontracting has been determined for this solicitation. A completed HUB Subcontracting Plan (HSP) is a requirement of your response. A HUB Subcontracting Form must be completed and returned with any bid, offer or proposal to be considered responsive. If your response to this solicitation does not include a completed HUB Subcontracting Plan, your response shall be rejected as a material failure to comply with advertised specifications.

Please make certain that the potential HUB subcontractor’s HUB status is “A” Active.

All respondents (HUB or Non-HUB) are required to comply.

https://comptroller.texas.gov/purchasing/docs/hub-forms/hsp-allfms.pdf

Respondents may access the State of Texas HUB Database CMBL to find HUB subcontractors by NIGP class and item through the following website: https://mycpa.cpa.state.tx.us/tpasscmblsearch/ Select “HUBs only” when conducting the search.

The National Institute of Government Purchasing (NIGP) commodity code book may be found at the following link:

https://www.comptroller.texas.gov/purchasing/nigp/

Minority and women owned business association resources are available for your subcontracting solicitation notices to State of Texas HUB vendors at this link:

https://comptroller.texas.gov/purchasing/vendor/hub/resources.php

If you have any questions about the HUB Subcontracting Plan, identifying HUB vendors with proper NIGP codes, contact Tamara Perkins at 512-463-5908 or tamara.perkins@glo.texas.gov , Vonda White at 512-947-6441 or Vonda.white@glo.texas.gov .

10/15/2024 https://mycpa.cpa.state.tx.us/tpasscmblsearch/ https://www.comptroller.texas.gov/purchasing/nigp/ https://comptroller.texas.gov/purchasing/vendor/hub/resources.php mailto:tamara.perkins@glo.texas.gov mailto:Vonda.white@glo.texas.gov

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 percentage of the contract you expect to award to Texas certified HUB vendors.

Section 2 c. - Yes Section 4 - 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 you will subcontract, and indicate the percentage of the contract you expect to award to Texas certified HUB vendors and Non-HUB vendors.

Section 2 c. - No Section 2 d. - Yes Section 4 - 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 subcontracting portions of the contract.

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

Section 2 c. - No Section 2 d. - No Section 4 - 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 - Respondent and Requisition Information Section 2 a. - No, I will not be subcontracting any portion of the contract, and I will be fulfilling the entire contract with my own resources.

Section 3 - Self Performing Justification Section 4 - Affirmation

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.

HUB Goal 26.0%

Tamara Perkins tamara.perkins@glo.texas.gov 512-463-5908

Vonda White vonda.white@glo.texas.gov 512-947-6441

Special Instructions:

All respondents, HUB and non-HUB are required to submit a completed HUB Subcontracting Plan (HSP) with their response.

If the respondent will not meet or exceed the HUB goal stated on the HSP, an outreach notification must be completed.

Respondent must provide notices to (3) Certified HUBs, (2) trade organizations or development centers, no less than seven (7) working days prior to submission of their response.

The General Land Office will be closed in observance of Presidents’ Day, (Monday) February 17, 2025. This day does not count towards the (7) working day outreach notification to HUB subcontractors, trade organizations, or business development centers. The last day for an outreach notification is February 19, 2025.

A courtesy review of your HSP is offered prior to the due date for responses.

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 - -

SECTION 1: RESPONDENT AND REQUISITION INFORMATION

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

Point of Contact: Phone #:

E-mail Address: Fax #:

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

c. Requisition #:

- Yes - No

Bid Open Date:

(mm/dd/yyyy) mailto:tamara.perkins@glo.texas.gov mailto:vonda.white@glo.texas.gov

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).

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 % % %

2 % % %

3 % % %

4 % % %

5 % % %

6 % % %

7 % % %

8 % % %

9 % % %

10 % % %

11 % % %

12 % % %

13 % % %

14 % % %

15 % % % Aggregate percentages of the contract expected to be subcontracted: % % %

(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)

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).

Item #

Subcontracting Opportunity Description

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

expected to be subcontracted to HUBs with which you have a continuous contract* in place for more than five (5) years.

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: % % %

HSP – SECTION 2

(Continuation Sheet)

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

Reminder:

Printed Name Title Date (mm/dd/yyyy)

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.

http://www.window.state.tx.us/procurement/prog/hub/hub-forms/progressassessmentrpt.xls

HSP Good Faith Effort - Method A (Attachment A)

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

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:

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.

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 $ %

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)

Enter your company’s name here: Requisition #:

SECTION A-2:

SECTION A-1:

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

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

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.)

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.

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

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.

Trade Organizations or Development Centers Date Notice Sent

Was the Notice Accepted?

(Attachment B)

Enter your company’s name here: Requisition #:

http://www.comptroller.texas.gov/purchasing/docs/hub-forms/hub-sbcont-plan-gfe-achm-…