Texas Health and Human Services Commission (HHSC )

1. Texas Health and Human Services Commission (HHSC) Kyle L. Janek, Executive Commissioner VENDOR CONFERENCE Employee Assistance Program Request for Proposals # 529 – 14 – 0003 Vendor Conference May 17, 2013

2. Welcome • Introductions • Lyn Peters, Enterprise Contract and Procurement Services (ECPS) • Dena Riede, Director, Health and Human Services (HHS) Training & Organizational Development • Chester Beattie, Assistant General Counsel • Michael Parks, Historically Underutilized Business (HUB) • Housekeeping Items

3. HHSC Procurement Roles • ECPS - Responsible for procurement activity • Program - Responsible for project scope, requirements, performance, results, contract management/monitoring • HUB - Responsible for HUB activity • Legal - Questions/answers and legal activity

4. Vendor Conference Overview Procurement Activities RFP Overview HUB Items Questions Submittal Break Preliminary Responses to Questions Closing Comments

5. Procurement Activities • Questions & Answers • Sole Contact, Lyn Peters - Steve Bailey, ECPS • Procurement Schedule • Solicitation Access • Submission Requirements • Solicitation Changes • Screening & Evaluation • Award Information

6. Sole Point of Contact Lyn Peters – Steve Bailey Texas Health and Human Services Commission Enterprise Contract and Procurement Services 4405 North Lamar Blvd., Mail Code 2020 Austin, TX 78756 Voice (512) 424-6976 Fax (512) 424-6590 lyn.peters@hhsc.state.tx.us

7. Procurement Schedule • RFP Release Date May 10, 2013 • Vendor Conference May 17, 2013 • Vendor Questions Due May 20, 2013 • HHSC Posts Responses to Vendor Questions May 28, 2013 • Proposals Due June 10, 2013 • Deadline for Proposal Withdrawal June 11, 2013 • Tentative Award Announcement July 22, 2013 • Anticipated Contract Start Date September 1, 2013

8. Solicitation Access • The HHSC website is located at: http://www.hhsc.state.tx.us/about_hhsc/BusOpp/BO_opportunities.asp • The ESBD is located at: http://esbd.cpa.state.tx.us/

9. Employee Assistance Program RFP Overview • Purpose • Our Workforce

10. EAP Purpose • Assist Health and Human Services employees with issues that may impact their job performance or work behavior. • Promote emotional health and wellness at work and at home.

11. HHS Agencies Health and Human Services Commission 11,963 Department of Aging and Disability Services 16,118 Department of State Health Services 11,855 Department of Family and Protective Services 10,723 Department of Assistive and Rehabilitative Services: 2,934 Number of HHS Employees * 53,593 *As of April 19, 2013

12. HUB Subcontracting Plan(HSP) Requirements

13. 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

14. 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

15. 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

16. HUB Participation Requirements HUB Subcontracting Plan (HSP) Development and Submission

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

18. HUB Participation Requirements HSP Quick Checklist

19. HUB Participation Requirements HSP Methods

20. 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.

21. HSP Information Page Respondent and Requisition Information

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

23. 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.

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

25. 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.

26. 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 and Section B-2 only for each subcontracting opportunity as applicable.

27. HSP Information Page Respondent and Requisition Information

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

29. 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.

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

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

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

33. 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.

34. HSP Information Page Respondent and Requisition Information

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

36. 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.

37. 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.

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

39. 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.

40. 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/

41. HSP Information Page Respondent and Requisition Information

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

43. 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.

44. 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.

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

46. 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

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

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

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

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