Kyle Janek, M.D. Executive Commissioner
VENDOR CONFERENCE
Design, Development and Implementation Services for
Enterprise Data Warehouse/Business Intelligence Solution
RFP No. 539-13-0018
February 12, 2012
Welcome

Introductions

Steve Bailey & Alice Hanna, Enterprise Contract and
Procurement Services (ECPS)

Rick Allgeyer, Director of Strategic Decision Support

Clark Snodgrass, CTO

Raj Nayak, Enterprise Data Warehouse (EDW) Program
Manager


Megan Maldonado, Contract Manager

Max Werkenthin, Office of General Counsel

Larry Fisher, Financial Services

Sherice Williams, Historically Underutilized Business (HUB)
Housekeeping Items
Vendor Conference Agenda
Business and Technology Sponsors

Procurement Activities

RFP Overview

Question Submittal

HUB Overview

Question Submittal
==========================

Break
==========================

Preliminary Responses to Questions

Closing

3
HHSC Procurement Roles

ECPS - Responsible for procurement activity

Program - Responsible for project scope,
requirements, performance, results, contract
management/monitoring

Financial – Responsible for
evaluating/monitoring financial activities.

HUB - Responsible for evaluating/monitoring
HUB activity

Legal – Procurement oversight & legal issues
4
ECPS Procurement Activities

Sole Point of Contact
Questions & Answers
Procurement Schedule

Solicitation Access


http://www.hhsc.state.tx.us/contract/529130018/annou
ncements.shtml




Submission Requirements
Solicitation Updates
Screening & Evaluation
Award Information
5
Procurement Schedule

Draft RFP Release
November 16, 2012

RFP Release
February 5, 2013

Vendor Conference
February 12, 2013

Vendor Questions Due
February 14, 2013

Response to Questions Posted (est.)
February 28, 2013

Proposals Due (2:00 PM Central Time)
March 28, 2013

Tentative Award Posting
June 13, 2013

Anticipated Contract Start Date
To be Announced
6
Submission Requirements




Submit one original and:
 17 Business Proposals
 17 Technical Proposals
 8 Financial Proposals
If you are proposing a Hosting Component submit one
original Hosting Proposal and:
 16 Hosting Proposals
 11 additional Technical Proposals
Submit 28 electronic copies of the Proposal on flash drives,
compatible with Microsoft Office 2003
Submit one electronic version of the Proposal in a Portable
Document Format (.pdf file)
7
Health and Human Services Commission
Enterprise Data Warehouse
RFP Scope of Work
8
Statement of Work

Mission and Vision

Background and Objectives

Project Schedule

Strategic Elements
9
Statement of Work

EDW/BI Foundation Project

BI Migration Project

Technical Requirements

Hosting

Security Requirements

Oversight Requirements and Responsibilities

Service Levels and Service Level Agreements (SLAs)

Project Management

Change Process
10
Statement of Work

RFP – Provides background and requirements;
establishes response format

Attachments – Include further requirements and
information necessary for completion of the
response

Procurement Library – Information for the benefit
of the respondents but no response is required
11
Office Of General Counsel
Max Werkenthin
Special Counsel for Contracts
Health and Human Services Commission
12
TOPICS COVERED

Collusion

Conflict of Interest

Former Agency Employees

Permissible Contact with HHSC
13
Definition of Collusion
(This is not exhaustive but merely representative)

Collusion occurs when two persons or representatives of an
entity or organization make an agreement to deceive or
mislead another.

Such agreements are usually secretive, and involve fraud or
gaining an unfair advantage over a third party, competitors,
consumers or others with whom they are negotiating.

The collusion, therefore, makes the bargaining process
inherently unfair.

Collusion can involve price or wage fixing, kickbacks, or
misrepresenting the independence of the relationship
between the colluding parties.
14
Conflict of Interest

A vendor must certify that it does not have personal or
business interests that present a conflict of interest with
respect to the RFP and resulting contract (see the Required
Certifications form). Additionally, if applicable, the vendor
must disclose all potential conflicts of interest.

The vendor must describe the measures it will take to
ensure that there will be no actual conflict of interest and
that its fairness, independence and objectivity will be
maintained (see the Vendor Information and Disclosures
form) over the course of the contract. HHSC will
determine to what extent, if any, a potential conflict of
interest can be mitigated and managed during the term of
the contract. Failure to identify potential conflicts of
interest may result in HHSC’s disqualification of a proposal
or termination of the contract.
15
Former Employees of a State Agency
Vendors must comply with Texas and federal laws
and regulations relating to the hiring of former state
employees (see e.g., Texas Government Code
§572.054 and 45 C.F.R. §74.43). Such “revolving
door” provisions generally restrict former agency
heads from communicating with or appearing before
the agency on certain matters for two years after
leaving the agency. The revolving door provisions
also restrict some former employees from
representing clients on matters that the employee
participated in during state service or matters that
were in the employees’ official responsibility.
16
Permissible Contact

The sole point of contact for inquiries concerning
this RFP is Alice Hanna.

As a reminder, all communications relating to this
RFP must be directed to the sole HHSC contact
person for this procurement. Otherwise failure to
comply with these requirements may result in
proposal disqualification.
17
Larry Fisher, Senior Financial Analyst
Financial Services
Health and Human Services Commission
Financial Overview

HHSC has chosen to use a Fixed Price/Not to Exceed
approach related to the service delivery requirements
included in the RFP.

This approach will also ensure that all Services required of
the Respondent are provided as efficiently and effectively as
possible to assist HHSC in its responsibility for the
efficient and effective administration of federal awards
through the application of sound management practices.
19
Financial Overview

Allowable and non-allowable direct and indirect costs, wherever
applicable to any payments to the successful Vendor, will be governed
by the principles set forth in the following regulations (as may be
amended during the term of the contract) and documents:

Title 48 CFR, Chapter 1, Part 31 — Contract Cost Principles and
Procedures.

Title 48 CFR, Chapter 1, Part 30 — Cost Accounting Standards
Administration.


Title 48 CFR, Chapter 99 — Cost Accounting Standards.
In addition to costs that are unallowable pursuant to the above
accounting principles, HHSC has deemed certain items within the
allowable costs to be specifically unallowable for any contract resulting
from this RFP. The list of additional unallowable costs is included in
Section 6.5.3 of the RFP.
20
Financial Overview

Payment to the successful Respondent for Service and
Deliverable requirements will be based on multiple fixed fees as
described in Attachment C-1 (Pricing Workbook Instructions)
and RFP Section 6.

The Respondent will receive payments monthly as compensation
for correctly and appropriately performing the Services and
Deliverables required in the contract resulting from this RFP.

A Respondent will submit one or more monthly invoice(s)
following the month in which the Respondent provides the
applicable Services

HHSC will process and pay fees in accordance with Chapter
2251, Texas Government Code. Each invoice will be processed
and paid separately.
21
Financial Overview

HHSC anticipates that, during the life of any contract
resulting from this RFP, implementation of federal and
state mandates and other state initiatives will require
additions or changes to the normal activities performed
under the Contract. All such changes will be negotiated
between HHSC and the Respondent.

The pricing associated with additional or modified
activities will be negotiated between the Respondent and
HHSC after HHSC determines that the Respondent has
submitted all the detailed cost information (including
detailed supporting metrics and detailed supporting costs
deemed acceptable by HHSC) necessary to accurately
modify the applicable fixed fee formulas.
22
Financial Overview

A Vendor must maintain separate financial records for the
following service Components of the Contract(s) resulting from this
RFP:
1) Design, Development & Implementation Component; and
2) Operational Support Component.

A Vendor must maintain an accounting system that provides an
audit trail containing sufficient financial documentation to allow
for the reconciliation of billings, reports, and financial statements
with all general ledger accounts.

A Vendor must retain sufficient documentation and persuasive
audit evidence to support and verify all costs submitted to HHSC
for reimbursement, including proper invoices, underlying
accounting records, and/or other documents to support all
payables and intercompany charges.
23
Financial Overview

The costs for Service and Deliverable requirements for each
Component will be subject to the Prospective Price Redetermination (PPR) provisions documented in Section 6.4.2 of
the RFP and summarized below.

This PPR approach will allow the total Fees paid during a
specified time period to be lowered during a succeeding time
period if the actual profits earned by the Respondent during a
specified time period are at least 20% greater than the agreedupon profit percentage included in the negotiated fixed and
variable Service Delivery Fees at the beginning of the Contract.

The PPR provisions will be applied separately to the Design,
Development & Implementation component service area and the
Operational Support component service area.
24
Financial Overview

Specified PPR time periods related to the Design, Development
& Implementation (DD&I) Component Services are as follows:




Initial Eighteen (18) months of DD&I Services;
Month Nineteen (19) through month Forty-two (42); and
Month Forty-three (43) through month Sixty (60).
Specified PPR time periods related to the Operational Support
Component Services are as follows:



Initial Twenty (20) months of Operational Support Services;
Month Twenty-one (21) through month Thirty-eight (38); and
Month Thirty-nine (39) through month Fifty-six (56).
25
Financial Overview
Prospective Price Re-determination (PPR) Audit Timeline for the
Design, Development and Implementation (DD&I) Component
1st Two-Year
Option Period
Original Contract Period
Additional Option
Period(s)
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Years
8-9
Years
10-11
12
Months
DD&I
12
Months
DD&I
12
Months
DD&I
12
Months
DD&I
12
Months
DD&I
12
Months
12
Months
24
Months
24
Months
Months 1-18
DD&I Audit #2
Starting in Month 25
Months 19-42
DD&I Audit #3
KEY: Costs to be Audited
DD&I Audit #1
Starting in Month 49
Months 43-60
Audit Conducted
Starting in Month 67
Results Applied
26
Financial Overview
Prospective Price Re-determination (PPR) Audit
Timeline for the Operational Support Component
1st Two-Year
Option Period
Original Contract Period
Year 1
Year 2
16
Months
DD&I Only
8
Months
Op.
Support
Additional Option
Period(s)
Year 3
Year 4
Year 5
Year 6
Year 7
Years
8-9
Year
10-11
12
Months
Operational
Support
12
Months
Operational
Support
12
Months
Operational
Support
12
Months
Operational
Support
12
Months
Operational
Support
24
Months
Operational
Support
24
Months
Operational
Support
Months 1-20
Operations Audit #2
Starting in Month 27
Months 21-38
Operations Audit #3
KEY: Costs to be Audited
Operations Audit #1
Starting in Month 45
Months 39-56
Audit Conducted
Starting in Month 63
Results Applied
27
Cost Proposal Overview

All Vendors will submit a comprehensive and complete DIR-hosted
financial solution that meets all of the requirements specified within the
RFP.

If the Vendor elects to submit an optional Vendor-hosted solution, the
Vendor will provide a separate set of DD&I Pricing Schedules
(Attachment C-2), Operational Support Pricing Schedules (Attachment C3), and Price Summary Sheets (Attachment C-4) for the Vendor-hosted
option.

A Vendor that proposes a solution for both hosting options must:
 Clearly label all Pricing Schedules and Price Summary Sheets to
distinguish between the two proposals.
 Identify and clearly document any overlaps , inconsistencies, or
material assumptions
 Clearly identify how the State would benefit from the Vendor-hosted
option and where efficiencies would be realized.
28
Cost Proposal Overview

As described in Attachment C-1, Respondents shall submit a Cost
Proposal that includes the following:
 Cover Letter;
 Cost Proposal Assumptions;
 Design, Development, and Implementation (DD&I) Pricing
Schedules (Attachment C-2);
 Operational Support Pricing Schedules (Attachment C-3);
 Price Summary Sheets (Attachment C-4);
 DD&I FTE and Pricing Narrative;
 Operational FTE and Pricing Narrative;
 Financial Statements;
 Corporate Guarantee;
 Financial Operations Plan;
 Initial Accounting Policy Manual; and
 Disclosure Statement.
29
Cost Proposal Overview






Section 6.5.3 Financial Accounting Requirements; Table 72 – Financial
Accounting Requirements; TFR 08 currently states:
Submit a copy of the Respondent’s Cost Accounting Standards Board
Disclosure Statement (form CASB DS-1) as approved by the Federal
government. (Refer to 48 CFR 9903.202.)
Pursuant to Addendum 2, that language is being replaced in its entirety with:
Submit a copy of the Respondent’s Cost Accounting Standards Board
Disclosure Statement (form CASB DS-1). (Refer to 48 CFR 9903.202.)
Prospective vendors that already have a Federal Disclosure Statement in use
by one or more Federal agencies would need to submit a copy of the current
Federal Disclosure Statement with their proposal.
Prospective vendors that do not currently do business with the Federal
government or are not required to have a Federal Disclosure Statement will
not be required to create / submit one to HHSC with their cost proposal.
30
Cost Proposal Overview

The Vendor will submit Pricing Schedules and Price Summary Sheets
that are substantially similar to those described in Attachment C-1.

The DD&I Pricing Schedules (Attachment C-2), Operational Support
Pricing Schedules (Attachment C-3), and Price Summary Sheets
(Attachment C-4) will provide the component costs of the Firm Fixed
Prices quoted for providing the Services and Deliverables set forth in this
RFP.

Electronic copies of the Vendor’s completed Pricing Schedules and Price
Summary Sheets (Attachments C-2, C-3, and C-4) must be submitted in
MS Excel format . These files must contain any and all formulas used to
calculate pricing information contained on the forms and include any and
all links to other worksheets/forms included in the Vendor’s Cost
Proposal.
31
Cost Proposal Overview

These forms must include all position staffing levels, staffing costs,
capital equipment costs, subcontractor costs, consultant costs, other
costs, and any required supporting documentation to validate all costs
included in the Vendor’s Cost Proposal.

The Vendor will structure its pricing quotation to allow HHSC a method
to map the proposed costs for the Cost Proposal submitted back to the
Vendor’s Detailed Work Plan for the initial term of the Contract.

The Vendor will provide separate costs for the entire DD&I period and
for the entire Operational Support period. The DD&I and Operational
Support periods will consider all applicable fixed costs as defined in
Section 6 of this RFP. The pricing quotation(s) for each specific Release
or Functional Area will agree with the Firm Fixed Prices proposed.
32
Cost Proposal Overview

Summary forms will be supported by the detailed information
contained on monthly schedules.

Amounts shown on the monthly schedules will agree with the
cumulative amounts shown on the summary forms.

Some costs (such as the salaries of Project Management personnel)
may be attributed to both the DD&I Component and the
Operational Support Component.



Vendors will take care not to duplicate these costs in the DD&I
Pricing Schedules and the Operational Support Pricing
Schedules.
Instead, Vendors will allocate these costs between the two
Components using a logical allocation methodology.
Each Cost Proposal response submitted will clearly explain the
allocation methodology used.
33
Cost Proposal Overview


The Vendor’s DD&I Pricing Schedules will be delineated by the applicable
Releases/ Functional Areas:
 Project Management;
 EDW/BI Foundation Project Release I - Client, Provider, & Enrollment
Visibility;
 EDW/BI Foundation Project Release II - Service Delivery;
 EDW/BI Foundation Project Release III - Drug Integration;
 EDW/BI Foundation Project Release IV - CLH: Historical Data + HIE;
 EDW/BI Foundation Project Release V - CLH: Health Insurance
Exchange;
 EDW/BI Foundation Project Release VI - CLH: Supplemental Claims
Data;
 Business Intelligence Migration Project (Vision 21, MFADS, TIERS DM);
and
 Hosting.
Section 4 of Attachment C-1 contains detailed instructions for completing each
DD&I Pricing Schedule.
34
Cost Proposal Overview


The Vendor’s Operational Support Pricing Schedules will be
delineated by the following primary business functions
(Functional Areas) for the Operational Support period:

Project Management;

Project Operations;

System Operations;

System Maintenance and Modifications; and

Transition to State-Operated Data Center (if Vendor is hosting
during DD&I).
Section 5 of Attachment C-1 contains detailed instructions for
completing each Operational Support Pricing Schedule.
35
Cost Proposal Overview

Price Summary Sheet 1 shows the proposed Fixed
Administrative Fees for the DD&I period for each Release
and Functional Area. The total fixed fees on this sheet will
be consistent with the detailed DD&I Pricing Schedules in
Attachment C-2.

Price Summary Sheet 2 shows the proposed Fixed
Administrative Fees for the Operational Support period and
the fixed annual inflator proposed by the Vendor that would
be applicable for any option years. The total fixed fees on
this sheet for each year will be consistent with the detailed
Operational Support Pricing Schedules in Attachment C-3.
36
Cost Proposal Overview

Price Summary Sheet 3 shows the all-inclusive hourly labor
rate(s) and the proposed fixed annual inflator associated
with additional non-recurring and/or periodic activities to
be performed by the Vendor by position classification.

The maximum fees associated with additional non-recurring
and/or periodic activities to be performed by the Vendor will
be based on explicit fixed prices proposed for Vendor inputs
and the actual number of hours worked on the specific
modification by the Vendor’s staff and/or the staff of a
Vendor’s subcontractor.
37
Texas Health and Human Services Commission
First Round of Question
Submittal
HUB Subcontracting Plan
(HSP) Requirements
39
Agenda Topics
• RFP Section 4.0 Historically Underutilized Business
Participation Requirement
• HUB Subcontracting Plan Development and
Submission
 HSP Quick Checklist
 HSP Methods
• HSP Prime Contractor Progress Assessment Report
40
RFP Section 4.0 Historically Underutilized
Business Participation Requirements
● HUB Participation Goals
● Potential Subcontracting Opportunities
● Vendor Intends to Subcontract
● Centralized Master Bidders List and HUB Directory
41
RFP Section 4.0 Historically Underutilized
Business Participation Requirements
● Minority or Women Trade Organizations
● Self Performance
● HSP Changes After Contract Award
● Reporting and Compliance with the HSP
42
HUB Participation Requirements
HUB Subcontracting Plan (HSP)
Development and Submission
43
If HSP is
inadequate,
response will be
rejected
HUB GOALS
Special
reminders and
instructions
HSP
Information
Page
44
HUB Participation
Requirements
HSP Quick Checklist
45
HUB Participation
Requirements
HSP Methods
46
METHOD I
If all (100%) of your subcontracting opportunities will be
performed using only 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 HUB
vendors;
•
Section 2 c. – Yes;
•
Section 4 – Affirmation; and,
•
HSP GFE Method A (Attachment A) – Complete this attachment for
each subcontracting opportunity.
47
HSP
Information
Page
Respondent and
Requisition
Information
48
Company Name
and Requisition #
Subcontracting
Intentions:
Complete Section
2-a; Yes, I will be
subcontracting
portions of the
contract.
49
Complete Section
2-b; List all the
portions of work you
will subcontract, and
indicate the % of the
contract you expect
to award to all HUBs.
Complete Section
2-c; Yes if you will
be using only HUBs
to perform all
Subcontracting
Opportunities in 2-b.
50
Section 4;
Affirmation
Signature
Affirms that
Information
Provided is
True and
Correct.
51
HSP GFE Method A
(Attachment A)
Complete this
attachment
(Sections A-1 and
A-2) and List Line #
and Subcontracting
Opportunity.
HUB Subcontractor
Selection for this
Subcontracting
Opportunity
Reminders: Notice
to subcontractors
and HHSC.
52
METHOD II
If any of your subcontracting opportunities will be
performed using HUB protégés, 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 HUB
vendors;
•
Section 4 – Affirmation; and,
•
HSP GFE Method B (Attachment B) – Complete Section B-1, Section
B-2, and Section B-4 only for each subcontracting opportunity as
applicable.
53
HSP
Information
Page
Respondent and
Requisition
Information
54
Company Name
and Requisition #
Subcontracting
Intentions:
Complete Section
2-a; Yes, I will be
subcontracting
portions of the
contract.
55
Complete Section
2-b; List all the
portions of work you
will subcontract, and
indicate the % of the
contract you expect
to award to HUB
Protégés.
Skip Sections
2-c and 2-d.
56
Section 4;
Affirmation
Signature
Affirms that
Information
Provided is
True and
Correct.
57
HSP GFE Method B
(Attachment B)
Complete
Sections B-1;
B-2 only for each
HUB Protégé
subcontracting
opportunity.
58
HSP GFE Method B
(Attachment B)
List the
HUB Protégé(s)
59
METHOD III
If you are subcontracting with HUBs and Non-HUBs, and the
aggregate percentage of subcontracting with HUBs, holding
an existing contract with HUBs for 5 years or less, which
meets or exceeds the HUB Goal identified in the solicitation,
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 HUB
vendors and Non HUB vendors;
•
Section 2 c. – No;
•
Section 2 d. – Yes;
•
Section 4 – Affirmation; and,
•
HSP GFE Method A (Attachment A) – Complete this attachment for each
subcontracting opportunity.
60
HSP
Information
Page
Respondent and
Requisition
Information
61
Company Name
and Requisition #
Subcontracting
Intentions:
Complete Section
2-a; Yes, I will be
subcontracting
portions of the
contract.
62
Complete Section
2-b; List all the
portions of work you
will subcontract, and
indicate the % of the
contract you expect
to award to HUBs
and Non-HUBs.
Complete Section
2-c; No to using only
HUBs to perform all
Subcontracting
Opportunities in 2-b.
63
Complete Section
2-d; Yes, to the
Aggregate % of the
contract expected to
be subcontracted to
HUBs to meet or
exceed the HUB
goal, which you
have a contract
agreement in place
for five (5) years or
less.
64
Section 4;
Affirmation
Signature
Affirms that
Information
Provided is
True and
Correct.
65
HSP GFE Method A
(Attachment A)
Complete this
attachment
(Sections A-1 and
A-2) for each
subcontracting
opportunity.
Subcontractor
Selection (HUBs and
Non-HUBs)
Reminders: Notice
to subcontractors
and HHSC.
66
METHOD IV
If you are subcontracting with HUBs and Non-HUBs, and the
aggregate percentage of subcontracting with HUBs, holding
an existing contract with HUBs for 5 years or less, does not meet
or exceed the HUB Goal identified in the solicitation,
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
indicated the percentage of the contract you expect to award to HUB
vendors and Non HUB vendors;
•
Section 2 c. – No;
•
Section 2 d. – No;
•
Section 4 – Affirmation; and,
•
HSP GFE Method B (Attachment B) – Complete this attachment for each
subcontracting opportunity/
67
HSP
Information
Page
Respondent and
Requisition
Information
68
Company Name
and Requisition #
Subcontracting
Intentions:
Complete Section
2-a; Yes, I will be
subcontracting
portions of the
contract.
69
Complete Section
2-b; List all the
portions of work
you will subcontract,
and indicated the %
of the contract you
expect to award to
HUBs and Non-HUBs.
Complete Section
2-c; No, to using
only HUBs to
perform all
Subcontracting
Opportunities in 2-b.
70
Complete Section
2-d; No, to the
Aggregate % of the
contract expected to
be subcontracted to
HUBs to meet or
exceed the HUB
goal, which you
have a contract
agreement in place
for five (5) years or
less.
71
Section 4;
Affirmation
Signature
Affirms that
Information
Provided is
True and
Correct.
72
HSP GFE Method B
(Attachment B)
Complete
Section B-1; and
Section B-2
only for each
subcontracting
opportunity.
Good Faith
Efforts to find
Texas Certified
HUB Vendors
73
HSP GFE Method B
(Attachment B)
Written
Notification
Requirements
List 3 HUBs
Contacted
for this
Subcontracting
Opportunity
74
HSP GFE Method B
(Attachment B)
Written
Notification To
Trade
Organizations
75
HSP GFE Method B
(Attachment B)
List Trade
Organizations
Notified with
Dates
Sent/Accepted.
76
HSP GFE Method B
(Attachment B)
Provide written
justification why
HUB was not
selected for this
Subcontracting
Opportunity
Reminders: Notice
to subcontractors
and HHSC.
77
METHOD V
If you are not subcontracting any portion of the contract
and will be fulfilling the entire contract with your own
resources (i.e., equipment, supplies, materials, and/or
employees), 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; and,
•
Section 4 – Affirmation
78
HSP
Information
Page
Respondent and
Requisition
Information
79
Company Name
and Requisition #
Subcontracting
Intentions:
Complete Section
2-a; No, I will not
be subcontracting
any portion of the
contract.
80
Section 3; Self
Performing
Justification
List the specific
page(s)/section(s)
of your proposal
response, OR in the
space provided,
which explains how
your company will
perform the entire
contract with its
own equipment,
supplies, materials
and/or employees.
81
Section 4;
Affirmation
Signature
Affirms that
Information
Provided is
True and
Correct.
82
HSP ASSISTANCE FROM CPA
HUB Subcontracting Plan (HSP) Forms
How to Complete an HSP:
Step-by-step instructions and an audio on “How to Complete an HSP ” is
located on the Texas Comptroller of Public Account’s (CPA’s) website at:
(TO BE UPDATED)
HSP Quick Checklist:
http://www.hhsc.state.tx.us/about_hhsc/BusOpp/BO_HUB.shtml
HSP Instructions:
http://www.hhsc.state.tx.us/about_hhsc/Contracting/rfp_attch/HUB_
Info_Inst.html#info
83
HUB Participation Requirements
HUB Subcontracting Opportunity
Notification Form
84
Sample for
Respondent’s
Use.
85
HUB Participation Requirements
HSP Prime Contractor Progress
Assessment Report
86
HSP Prime
Contractor
Progress
Assessment
Report
• Required with
ALL Pay Requests
HUB Subcontracting Plan (HSP)
Prime Contractor Progress Assessment Report
This form must be completed and submitted to the contracting agency each month to document compliance with your HSP.
Contract/Requisition Number:
Date of Award:
Object Code:
(mm/dd/yyyy)
(Agency Use Only)
Contracting Agency/University Name:
Contractor (Company) Name:
State of Texas VID #:
Point of Contact:
Phone #:
Reporting Period:
- Jan.
- Feb.
- Mar.
- Apr.
- May
- Jun.
- Jul.
- Aug.
- Sept.
- Oct.
- Nov.
- Dec.
(Check only one Month)
Total Contract Amount Paid this Reporting Period to Contractor:
$
Report HUB and Non-HUB subcontractor information
• List ALL Sub
payments
(HUBs & Non-HUBs)
Subcontractor’s Name
Subcontractor’s VID or
HUB Certificate Number
• Required even if
not subcontracting
TOTALS:
Signature:
Total Contract $
Amount from HSP
with Subcontractor
Total $ Amount
Paid This Period
to Subcontractor
Total Contract
$ Amount Paid
to Date to
Subcontractor
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Title:
Object Code
(agency use only)
Date:
HSP-PAR Rev. 9/05
87
Responses to Vendor Questions

HHSC may provide non-binding verbal answers to vendor
questions. Verbal responses are non-binding, however, the
binding, written addendum will be posted on the HHSC web site.

Additional questions must be submitted in writing to the HHSC
Sole Point of Contact (see RFP Section 1.2) by the date noted in the
procurement schedule (see RFP Section 1.3).

HHSC Responses are tentatively scheduled to post by the date
noted in the procurement schedule (see RFP Section 1.3) on the
HHSC website located at the URL below:
http://www.hhsc.state.tx.us/contract/529130018/announcements.s
html
88
Texas Health and Human Services Commission
Final Round of Question
Submittal
Followed by Break
89
Texas Health and Human Services Commission
Closing Comments
90