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Historically Underutilized Business ( HUB) Subcontracting Plan (HSP) Requirements

Historically Underutilized Business ( HUB) Subcontracting Plan (HSP) Requirements. Agenda Topics. RFP Section HUB Participation Requirements HSP Development and Submission Requirements HSP Assistance Post Award HUB Requirements.

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Historically Underutilized Business ( HUB) Subcontracting Plan (HSP) Requirements

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  1. Historically Underutilized Business (HUB) Subcontracting Plan (HSP) Requirements

  2. Agenda Topics • RFP Section HUB Participation Requirements • HSP Development and Submission Requirements • HSP Assistance • Post Award HUB Requirements

  3. RFP Section Historically Underutilized Business Participation Requirements • Highlights the HSP Development and Submission Requirements • Responses that do not include a completed HSP shall be rejected pursuant to the Texas Government Code §2161.252(b). • HUB Category and Participation Goal

  4. RFP Section Historically Underutilized Business Participation Requirements • Potential Subcontracting Opportunities • Using theCentralized Master Bidders List and HUB Directory • Vendor Intends to Subcontract • Self Performance

  5. HSP Development and SubmissionRequirements • HSP Methods; • Quick Checklist

  6. If HSP is inadequate, response will be rejected HUB GOALS Special reminders and instructions Special reminders and instructions will be included by the HUB Program Office, if applicable. HSP Information Page

  7. HUB Participation Requirements HSP Methods

  8. METHOD I If all (100%) of your subcontracting opportunities will be performed using only HUB vendors, complete the following in the HSP: • Section 1 – Respondent and Requisition Information (Page 1); • Section 2 a. – Yes, I will be subcontracting portions of the contract (Page 2); • 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 (Page 2 and the continuation sheet as needed); • Section 2 c. – Yes, I will be using only Texas certified HUBs to perform all of the subcontracting opportunities listed (Page 2); • Section 4 – Affirmation that all information and supporting documentation submitted is true and correct (Page 3); and, • HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity (Page 1 of 1).

  9. HSP Information Page Respondent and Requisition Information

  10. Company Name and Requisition # Subcontracting Intentions: Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

  11. 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 SubcontractingOpportunities in 2-b.

  12. Section 4; Affirmation Signature Affirms that Information Provided is True and Correct.

  13. 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.

  14. METHOD II If any of your subcontracting opportunities will be performed using HUB protégés, complete the following in the HSP: • Section 1 – Respondent and Requisition Information (Page 1); • Section 2 a. – Yes, I will be subcontracting portions of the contract (Page 2); • 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 (Page 2 and the continuation sheet as needed); • Section 4 – Affirmation that all information and supporting documentation submitted is true and correct (Page 3); and, • HSP GFE Method B (Attachment B) – Complete Section B-1, Section B-2, and Section B-4 only for each subcontracting opportunity as (Page 1 of 2).

  15. HSP Information Page Respondent and Requisition Information

  16. Company Name and Requisition # Subcontracting Intentions: Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

  17. 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.

  18. Section 4; Affirmation Signature Affirms that Information Provided is True and Correct.

  19. HSP GFE Method B (Attachment B) Complete Sections B-1; B-2 only for each HUB Protégé subcontracting opportunity.

  20. HSP GFE Method B (Attachment B) List the HUB Protégé(s)

  21. 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 the following in the HSP: • Section 1 – Respondent and Requisition Information (Page 1); • Section 2 a. – Yes, I will be subcontracting portions of the contract (Page 2); • 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 (Page 2 and the continuation sheet as needed); • Section 2 c. – No, I will not be using only Texas certified HUBs to perform all of the subcontracting opportunities listed (Page 2);

  22. METHOD III (cont.) 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 the following in the HSP (cont.): • Section 2 d. – Yes, the aggregate expected percentageof the contract you will subcontract with Texas certified HUBs, which you have a contract in place for five (5) years or less, meets or exceedsthe HUB goal in the solicitation (Page 2) • Section 4 – Affirmation that all information and supporting documentation submitted is true and correct (Page 3); and, • HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity (Page 1 of 1).

  23. HSP Information Page Respondent and Requisition Information

  24. Company Name and Requisition # Subcontracting Intentions: Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

  25. 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 SubcontractingOpportunities in 2-b.

  26. 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.

  27. Section 4; Affirmation Signature Affirms that Information Provided is True and Correct.

  28. 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.

  29. 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 the following in the HSP: • Section 1 – Respondent and Requisition Information (Page 1); • Section 2 a. – Yes, I will be subcontracting portions of the contract (Page 2); • 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 (Page 2 and the continuation sheet as needed); • Section 2 c. – No, I will not be using only Texas certified HUBs to perform all of the subcontracting opportunities listed (Page 2);

  30. METHOD IV (cont.) 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 the following in the HSP (cont.): • Section 2 d. – No, the aggregate expected percentageof the contract you will subcontract with Texas certified HUBs, which you have a contract in place for five (5) years or less, does not meet or exceedthe HUB goal in the solicitation (Page 2) • Section 4 – Affirmation that all information and supporting documentation submitted is true and correct (Page 3); and, • HSP GFE Method B (Attachment B) – Complete this attachment for each subcontracting opportunity (Page 1 of 1).

  31. HSP Information Page Respondent and Requisition Information

  32. Company Name and Requisition # Subcontracting Intentions: Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

  33. 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 SubcontractingOpportunities in 2-b.

  34. 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.

  35. Section 4; Affirmation Signature Affirms that Information Provided is True and Correct.

  36. 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

  37. HSP GFE Method B (Attachment B) Written Notification Requirements List 3 HUBs Contacted for this Subcontracting Opportunity

  38. HSP GFE Method B (Attachment B) Written Notification To Trade Organizations

  39. HSP GFE Method B (Attachment B) List Trade Organizations Notified with Dates Sent/Accepted.

  40. HSP GFE Method B (Attachment B) Provide written justification why HUB was not selected for this Subcontracting Opportunity Reminders: Notice to subcontractors and HHSC.

  41. 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 the following in the HSP: • Section 1 – Respondent and Requisition Information (Page 1); • 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 (Page 2); • Section 3 – Self Performing Justification that explains how your company will fulfill the entire contract with its own resources (Page 3); and, • Section 4 – Affirmation that all information and supporting documentation submitted is true and correct (Page 3);

  42. HSP Information Page Respondent and Requisition Information

  43. Company Name and Requisition # Subcontracting Intentions: Complete Section 2-a; No, I will not be subcontracting any portion of the contract.

  44. 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.

  45. Section 4; Affirmation Signature Affirms that Information Provided is True and Correct.

  46. HUB Subcontracting Opportunity Notification Form http://www.cpa.state.tx.us/procurement/prog/hub/hub-forms/HUBSubcontractingOpportunityNotificationForm.pdf

  47. Sample for Respondent’s Use. This form is used to notify vendors of potential subcontracting opportunities related to a specific agency solicitation. This is not a required form, just a sample notification form

  48. HSP Assistance HSP Quick Checklist: http://www.hhsc.state.tx.us/about_hhsc/BusOpp/HUB/HSP-Quick-Check-List.pdf HSP Instructions: http://www.hhsc.state.tx.us/about_hhsc/Contracting/rfp_attch/HUB_Info_Inst.html#info

  49. Post Award HUB Requirements RFP Section 4.0 Historically Underutilized Business Participation Requirements • Post Award Meetings • HSP Prime Contractor Progress Assessment Report • HSP Changes After Contract Award • Reporting and Compliance with the HSP

  50. Administrative Services Development HUB Program Office • Robert L. Hall, C.P.M., CTPM, CCA Administrative Services Development Director - (512) 424-6596 - robert.hall@hhsc.state.tx.us • Melvin Alvarez, CTPM ASD HUB Program/Procurement Team Lead - (512) 487-3307 - melvin.alvarez@hhsc.state.tx.us • Carlos Balderas, CTPM HUB Administrator - (512) 424-6896 - carlos.balderas@hhsc.state.tx.us • Sherice Williams HUB Administrator - (512) 424-6909 - sherice.williams@hhsc.state.tx.us

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