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Historically Underutilized Business (HUB) Requirements Debra Pendley, DARS HUB Coordinator

Historically Underutilized Business (HUB) Requirements Debra Pendley, DARS HUB Coordinator. Agenda Topics. RFP Section 4 Historically Underutilized Business Participation Requirements HUB Subcontracting Plan Development and Submission HSP Quick Checklist – Handout

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Historically Underutilized Business (HUB) Requirements Debra Pendley, DARS HUB Coordinator

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  1. Historically Underutilized Business (HUB) Requirements Debra Pendley, DARS HUB Coordinator

  2. Agenda Topics RFP Section4 Historically Underutilized Business Participation Requirements HUB Subcontracting Plan Development and Submission HSP Quick Checklist – Handout HSP Methods – Section 4.6.2.1 – 4.6.2.4 HSP Prime Contractor Progress Assessment Report – Section 4.8

  3. Historically Underutilized Business Participation Requirements

  4. RFP Section 4 Historically Underutilized Business Participation Requirements • HUB Participation Goals – Section 4.3 • Potential Subcontracting Opportunities – Section 4.5.1 • Centralized Master Bidders List and HUB Directory – Section 4.5 • Vendor Intends to Subcontract – Section 4.6

  5. RFP Section 4 Historically Underutilized Business Participation Requirements (cont.) • Minority or Women Trade Organizations – Section 4.6.2.4 • Self Performance – Section 4.7 • HSP Changes After Contract Award – Section 4.8 • Reporting and Compliance with the HSP – Section 4.8

  6. HUB Subcontracting Plan (HSP) Development and Submission

  7. If HSP is inadequate, response will be rejected HUB GOALS Special reminders and instructions HSP Information Page

  8. HSP Quick Checklist ** See Checklist Handout**

  9. HSP Methods

  10. METHOD OPTIONS • A Respondent may choose from one of the following methods when completing the HSP: • Method I – if 100% of your subcontracting opportunities will be performed using onlyHUB vendors; • Method II – if one or more of the subcontracting opportunities identified will be performed using HUB protégé’s; • Method III – if a combination of HUBs and Non-HUBs are used to perform the subcontracting work identified AND the HUB goal identified in the solicitation is met or exceeded;

  11. METHOD OPTIONS • A Respondent may choose from one of the following methods when completing the HSP (cont.): • Method IV – if a combination of HUBs and Non-HUBs are used to perform the subcontracting work identified AND the HUB goal identified in the solicitation is not met or exceeded. • Method V - if the Respondent intends to self perform all of the work utilizing their own resources, equipment, employees, and supplies.

  12. ALL METHODS • For ALL Methods the following steps are required to be completed on the HSP Form: • Page 1 - Section 1 - Respondent and Requisition Information; • Page 2 - Company and Requisition Information • Page 2 - Section 2(a)– Subcontracting Intentions • Section 4 – Affirmation and Sign

  13. HSP Information Page Respondent and Requisition Information

  14. Company Name and Requisition # Subcontracting Intentions: If Yes, Complete Section 2a If No, Complete Section 2b

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

  16. METHOD I • If all (100%) of your subcontracting opportunities will be performed using only HUB vendors, complete: • All of the steps in Section 1, 2 , and 4; • 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; • HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity.

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

  18. HSP GFE Method A (Attachment A) Complete this attachment (Sections A-1 and A-2) and List Line # and Subcontracting Opportunity. HUBSubcontractor Selection for this Subcontracting Opportunity

  19. METHOD II • If any of your subcontracting opportunities will be performed using HUB protégés, complete: • All of the steps in Section 1, 2 and 4; • 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; • HSP GFE Method B (Attachment B) – Complete Section B-1 and Section B-2 only for each subcontracting opportunity as applicable.

  20. 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.

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

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

  23. METHOD III • If you are subcontracting with HUBs and Non-HUBs, and the aggregate percentage of subcontracting with HUBs in which the HUB Goal identified in the solicitation is met or exceeded, complete: • All of the steps in Section 1, 2, and 4; • 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; • HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity.

  24. 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.

  25. 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.

  26. 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)

  27. 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: • All of the steps in Section 1, 2, and 4; • 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; • HSP GFE Method B (Attachment B) – Complete this attachment for each subcontracting opportunity.

  28. 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.

  29. 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.

  30. 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

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

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

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

  34. HSP GFE Method B (Attachment B) Provide written justification why a HUB was not selected for this Subcontracting Opportunity

  35. 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: • All of the steps in Section 1, 2, and 4; • Section 3 – Self Performing Justification

  36. Section 3; Self Performing Justification List the specific page(s)/section(s) of your proposal response, ORin the space provided, which explains how your company will perform the entire contract with its own equipment, supplies, materials and/or employees.

  37. HUB Subcontracting Opportunity Notification Form

  38. Sample for Respondent’s Use.

  39. HSP Prime Contractor Progress Assessment Report

  40. HSP Prime Contractor Progress Assessment Report • Required with ALLPay Requests • List ALLSub payments (HUBs & Non-HUBs) • Required even if not subcontracting

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