PreProposal Conference Houston Independent School District PURCHASING SERVICES

Pre-Proposal Conference Houston Independent School District PURCHASING SERVICES Date: 06/02/2020 Presenter: Phillip Hill Category Specialist phill 7@houstonisd. org

Introduction: CSP #20 -05 -01 Sinclair ES Modular Upgrades • Houston ISD is seeking to establish one contract or more contracts for the site construction for the temporary buildings at Sinclair ES. The site work includes, but is not limited to, associated concrete flatwork, site grading, drainage, canopies, electrical, water, and sanitary sewer connections for the installation of two (2) modular classroom buildings with eight (8) classrooms each and one modular restroom building. With a submission deadline of: Tuesday, June 23, 2020, at 12: 00 p. m. CST 2

AGENDA I. Project Timelines II. Business Assistance Office – M/WBE Participation Goal III. Risk Management – Insurance Verification IV. Code of Silence and Conflict of Interest V. Solicitation of Bids VI. Scope of Work VII. Proposal Submission Overview VIII. Construction Documents Presentation IX. Questions/Answers X. Proposal Response Requirements XI. Addendum (if any) XII. Additional Questions/Answers 3

Pre-Proposal Conference House Rules • All Participants will be muted • All questions regarding the scope and specifications of the project will be addressed in the question/answer portion of this meeting 4

Project Timeline Release CSP Tuesday, May 26, 2020 Pre-Proposal Conference Tuesday, June 2, 2019 at 10: 00 a. m. VIA Zoom Meeting Last date for questions: Tuesday, June 9, 2020 Proposals Due Tuesday, June 23, 2020 at 12: 00 p. m. CST at 4400 West 18 th Street, Houston TX 77092 Office of Board Services Room #1 C (Hattie Mae White Administration Building) Sub-contractor Firm and M/WBE Wednesday, June 24, 2020 at 12: 00 p. m. CST Evaluation Period June 25, 2020 through July 14, 2020 Board Meeting Date Thursday, August 13, 2020 (Subject to Change) 5

BUSINESS ASSISTANCE OFFICE FORM B: M/WBE Instructions and Participation Report • M/WBE PARTICIPATION PLAN • The Office of Business Assistance was established by the Board of Education in 1988 to assist minority and women-owned businesses ("M/WBE") to participate in various District business projects. The District's M/WBE participation goal level for Professional Services is 25%. Proposers are required to submit an M/WBE plan that demonstrates a good faith effort for achieving the District's goals. The Proposers' plan should identify the existing and proposed participation commitments for achieving these good faith efforts. • • Examples of good faith efforts include, but not limited to: • Subcontracting with M/WBE firm(s) to meet or exceed district's goal; • Create a Joint Venture partnership; and • Participate in a Mentor/Protege agreement. ***This is REQUIRED. Non-compliance will disqualify vendors from this contract. *** 6

M/WBE 7

RISK MANAGEMENT OFFICE Insurance Requirements ***This is REQUIRED. *** Non-compliance will disqualify vendors from this contract. All questions regarding district insurance requirements should be directed to: HISD Risk Management Office Candice Wilson 713 -556 -9225 8

Acord Form Sample – Insurance Verification 9

Code of Silence (Board Policy CAA (Local) • • CODE OF SILENCE AND CONFLICTS OF INTEREST: The Board of Education (Board) has adopted a “Code of Silence” policy (ref. Board Policy CAA (Local)) and a “Conflict of Interest Disclosures” policy (ref. Board Policy BBFA (Local)) to enforce its commitment to ethical contracting standards and improve accountability and public confidence. It is important to avoid both the appearance of conflicts and actual conflicts of interest. The “Code of Silence" shall mean a prohibition on any communication regarding any RFP, bid, or other competitive solicitation between: • • • Any person who seeks an award from the District or its affiliated entities (including, but not limited to, the HISD Foundation and the HISD Public Facility Corporation), including a potential vendor or vendor's representative, and Board members, the Superintendent of Schools, senior staff members, principals, department heads, directors, managers, or other District representatives who have influence in the evaluation or selection process. The “Code of Silence” time period shall begin when the Request for Competitive Seal Proposal (RFCSP) is issued and ends upon the execution of the contract. During the “Code of Silence”, campaign contributions, gifts, donations, loans, and any other items of value are prohibited between these parties, including candidates who have filed for election to the Board. 10

Conflict of Interest (ref. Board Policy BBFA (Local)) • Board Policy CAA (Local) pertaining to the “Code of Silence” and Board Policy BBFA (Local) pertaining to “Conflicts of Interest Disclosures” are attached by URL link above and incorporated by reference. Please review the policies carefully and ensure that the policies are followed in all respects. Proposer(s) agree and understand that non-compliance with the “Code of Silence” policy may result in disqualification. Furthermore, the failure of a Board member to disclose a conflict of interest may result in the debarment of a vendor for 24 months. 11

Solicitation of Bids • • • Go to Houston ISD’s Purchasing Services site. Click on Solicitation of Bids link. Click on Project link to review a copy of the RFCSP with plans and specifications are available at the Thomas Printworks. No Late Proposals - All proposals must be submitted within the posted timeline. Proposals submitted late may be automatically disqualified at the sole discretion of the district. *NOTE: HISD DOES NOT GUARANTEE A MINIMUM OR MAXIMUM AMOUNT OF WORK UPON AWARD FOR AN APPLICABLE SOLICITATION. 12

Solicitation of Bid 13

Scope of Work • The site work includes, but is not limited to, associated concrete flatwork, site grading, drainage, canopies, electrical, water, and sanitary sewer connections for the installation of two (2) modular classroom buildings with eight (8) classrooms each and one modular restroom building. 14

Proposal Submission Overview • • • General Information The instructions by the District are intended to afford Proposer(s) an equal opportunity to participate in the proposal process and provide a predetermined set of criteria representing the District’s business and service requirements. This proposal is governed by Texas Education Code (TEC), other applicable Texas state statutes, and all local Board of Education (Board) policies. Request for Proposals are defined in the Texas Education Code 44. 031 and Texas Government Code for Purchasing Contracts. Proposals will be received at: Houston Independent School District Board Services - Room 1 C Attn: Purchasing Services Phillip Hill RFCSP /20 -05 -01 Sinclair ES Modular Improvements 4400 West 18 th Street Houston, TX 77092 15

Construction Documents Overview • Auto. Arch • Drawings & Specs 16

20 -05 -01 CSP Sinclair ES Questions? 17

Proposal Response Requirements CSP Information Package* TAB DESCRIPTION ORIGINAL COPY A. 1 Proposal Form Part A (Form CB) BINDER One (1) Signed & Executed Original BINDER One (1) Copy A. 2 Proposal Guarantee Bond Form (Form CC) One (1) Signed & Executed Original One (1) Copy A. 3 Letter from Bonding Company One (1) Signed Original One (1) Copy A. 3 Letter from Insurance Company One (1) Signed Original One (1) Copy A. 3 Texas Secretary of State Certificate of Filing One (1) Copy B. 1 Proposal Form Part B (Form CD) Technical Proposal One (1) Signed & Executed Original One (1) Copy B. 2 Proposer’s Project Schedule One (1) Original One (1) Copy B. 3 Safety Program (Checklist) One (1) Signed & Executed Original One (1) Copy B. 3 (Form CJ) Proposer’s Safety Manual One (1) paper, or electronic copy on disk One (1) paper, or electronic copy on disk C Equal Opportunity Employer Statement Form (Form CE) One (1) Signed & Executed Original One (1) Copy C Equal Opportunity Employer Affidavit Form (Form CF) One (1) Signed & Executed Original One (1) Copy C Certification of Non-Segregated Facilities Form (Form CG) One (1) Signed & Executed Original One (1) Copy C Felony Conviction Notification Form (Form CH) One (1) Signed & Executed Original One (1) Copy C Notification of Hazardous Materials Affidavit Form (Form CI) One (1) Signed & Executed Original One (1) Copy Proposers are to package all information into an original document set and a copy set, organized as follows with divider tabs in 3 -ring binders. Do not spiral or GBC bind the submittal documents. 18

Proposal Response Requirements* The following documents sealed in an 8. 5” x 11” or larger envelope and labeled. 19

Addenda • Addendum # 1 – Posting ETA • To include: – – Pre-Proposal Conference Presentation Pre-Proposal Conference Sign-In Sheet Questions & Answers from Pre-Proposal Conference Questions & Answers emailed to project manager 20

DOING BUSINESS WITH HISD Inquires/Statements - Accounts. Payable@houstonisd. org P. O. Related Invoices - HISD_Vendor. Invoices@houstonisd. org PAYMENT INFORMATION: • Check Register • Hover “About Us” • Click on “Financing and Legislative” • Click on “HISD Check Register” • Click on “Check Register Online Search Engine (CROSE)” • Click on “Begin your vendor search now” WHAT WILL CAUSE A DELAY IN PAYMENT? • No purchase order • Invalid purchase order • Incomplete date • No address • Purchase order does not match invoice • Substitutions without Procurement Approval INFORMATION REQUIRED ON INVOICES: • Date (of service) • Amount • PO# (need to match contract) • Address (Match system) • Reference Number (No more than 16 characters) • Vendor address updates send to Procurement – Master. Data@houstonisd. org 21

Thank you Date: 06/02/2020 Presenter: Phillip Hill Category Specialist phill 7@houstonisd. org