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

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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. - PowerPoint PPT Presentation
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Page 1: Historically Underutilized Business  ( HUB) Subcontracting Plan (HSP) Requirements

Historically Underutilized Historically Underutilized BusinessBusiness ( (HUB) HUB)

Subcontracting Plan (HSP) Subcontracting Plan (HSP) RequirementsRequirements

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Agenda TopicsAgenda Topics

• RFP Section HUB Participation RFP Section HUB Participation RequirementsRequirements

• HSP Development and Submission HSP Development and Submission RequirementsRequirements

• HSP AssistanceHSP Assistance

• Post Award HUB RequirementsPost Award HUB Requirements

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• Highlights the HSP Development and Highlights the HSP Development and

Submission Submission Requirements Requirements

• Responses that do not include a completed Responses that do not include a completed

HSP HSP shall be rejected pursuant to the Texas shall be rejected pursuant to the Texas

Government Government Code §2161.252(b).Code §2161.252(b).

• HUB Category and Participation GoalHUB Category and Participation Goal

RFP Section Historically Underutilized RFP Section Historically Underutilized

Business Participation RequirementsBusiness Participation Requirements

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• Potential Subcontracting Opportunities Potential Subcontracting Opportunities

• Using theUsing the Centralized Master Bidders List and Centralized Master Bidders List and

HUB DirectoryHUB Directory

• Vendor Intends to SubcontractVendor Intends to Subcontract

• Self PerformanceSelf Performance

RFP Section Historically Underutilized RFP Section Historically Underutilized

Business Participation RequirementsBusiness Participation Requirements

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HSP Development and HSP Development and SubmissionSubmission Requirements

• HSP Methods;HSP Methods;

• Quick ChecklistQuick Checklist

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If HSP is inadequate, response will be rejected

HUB GOALS

Special reminders and

instructions

HSP Information Page

Special reminders and instructions will be included by

the HUB Program Office, if applicable.

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HUB Participation Requirements

HSP MethodsHSP Methods

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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).

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

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Complete Section 2-c; Yes if you will be using only HUBs to perform all Subcontracting Opportunities in 2-b.

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.

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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Complete this attachment (Sections A-1 and A-2) and List Line # and Subcontracting Opportunity.

HSP GFE Method A (Attachment A)

HUB Subcontractor Selection for this Subcontracting Opportunity

Reminders: Notice to subcontractors and HHSC.

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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).

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

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Skip Sections 2-c and 2-d.

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.

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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HSP GFE Method B (Attachment B)

Complete Sections B-1;

B-2 only for each HUB Protégé subcontracting opportunity.

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HSP GFE Method B (Attachment B)

List the HUB Protégé(s)

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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);

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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 percentage of the contract you will subcontract with Texas certified HUBs, which you have a contract in place for five (5) years or less, meets or exceeds the 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).

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

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Complete Section 2-c; No to using only HUBs to perform all Subcontracting Opportunities in 2-b.

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.

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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.

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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Complete this attachment (Sections A-1 and A-2) for each subcontracting opportunity.

HSP GFE Method A (Attachment A)

Subcontractor Selection (HUBs and Non-HUBs)

Reminders: Notice to subcontractors and HHSC.

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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);

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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 percentage of 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 exceed the 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).

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

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3333

Complete Section 2-c; No, to using only HUBs to perform all Subcontracting Opportunities in 2-b.

Complete Section 2-b; List all the portions of workyou will subcontract, and indicated the % of the contract you expect to award to HUBs and Non-HUBs.

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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.

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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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

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HSP GFE Method B (Attachment B)

Written Notification Requirements

List 3 HUBs Contacted for this Subcontracting Opportunity

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HSP GFE Method B (Attachment B)

Written Notification To Trade Organizations

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HSP GFE Method B (Attachment B)

List Trade Organizations Notified with Dates Sent/Accepted.

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Provide written justification why HUB was not selected for this Subcontracting Opportunity

HSP GFE Method B (Attachment B)

Reminders: Notice to subcontractors and HHSC.

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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);

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; No, I will not be subcontracting any portion of the contract.

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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.

Section 3; Self Performing Justification

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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HUB Subcontracting Opportunity HUB Subcontracting Opportunity Notification FormNotification Form

http://www.cpa.state.tx.us/procurement/prog/hub/hub-forms/HUBSubcontractingOpportunityNotificationForm.pdf

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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

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HSP AssistanceHSP Assistance

HSP Quick Checklist:HSP Quick Checklist:

http://www.hhsc.state.tx.us/about_hhsc/BusOpp/HUB/HSP-Quick-Check-List.pdf

HSP Instructions:HSP Instructions:http://www.hhsc.state.tx.us/about_hhsc/Contracting/rfp_attch/HUB_Info_Inst.html#info

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RFP Section 4.0 Historically Underutilized RFP Section 4.0 Historically Underutilized Business Participation RequirementsBusiness Participation Requirements

● Post Award MeetingsPost Award Meetings

● HSP Prime Contractor Progress Assessment HSP Prime Contractor Progress Assessment ReportReport

● HSP Changes After Contract AwardHSP Changes After Contract Award

● Reporting and Compliance with the HSP Reporting and Compliance with the HSP

Post Award HUB RequirementsPost Award HUB Requirements

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Administrative Services Administrative Services Development HUB Program Development HUB Program

OfficeOffice Robert L. Hall, C.P.M., CTPM, CCARobert L. Hall, C.P.M., CTPM, CCA

Administrative Services Development DirectorAdministrative Services Development Director

- (512) 424-6596- (512) 424-6596

- - [email protected]@hhsc.state.tx.us

Melvin Alvarez, CTPMMelvin Alvarez, CTPM

ASD HUB Program/Procurement Team LeadASD HUB Program/Procurement Team Lead

- (512) 487-3307- (512) 487-3307

- - [email protected]@hhsc.state.tx.us

Carlos Balderas, CTPMCarlos Balderas, CTPM

HUB AdministratorHUB Administrator

- (512) 424-6896- (512) 424-6896

- - [email protected]@hhsc.state.tx.us

Sherice WilliamsSherice Williams

HUB AdministratorHUB Administrator

- (512) 424-6909- (512) 424-6909

- - [email protected]@hhsc.state.tx.us


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