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Pre-Proposal Conference WELCOME EndPoint Protection (AIS-BUS-00464-RFP) Pre-Proposal Conference

Agenda Introductions Sourcing Director (Support) Rider 104-Historically Underutilized Business (HUB) Plan MD Anderson Rider Exceptions Milestone Dates Scope Discussion and Summary of Solicitation Question & Answer Important Date & Time Recap Closing Comments

Preliminary Matters Mute all cell & speaker phones Bathroom locations Microphone usage Sign-in sheet Conference recording (Addendum Section) Contact Information: Roel Lopez, 713-792-3656 LSROEL@MDANDERSON.ORG

Supply Chain Management Sourcing Director eSourcing for Suppliers

Sourcing Director (SciQuest) Support If you have any technical questions, please contact MD Anderson Supply Chain Management Help Desk at SupplyChainHelpdesk@mdanderson.org or +1 (713) 745-7997 for assistance and identify yourself as registering in The University of Texas at MD Anderson Supplier Network. Ariba Slides will change to Sourcing Director slides once updated.

Successful Bid Submission

Historically Underutilized Business (HUB) Plan Rider 104

Rider 104 - HUB Plan Barbara Howard Rider 104-HUB Tip sheet HUB Coordinator 713-794-3211 bhoward@mdanderson.org Rider 104-HUB Tip sheet Addendum Section of RFP

Policy Promote and encourage contracting and subcontracting opportunities for Historically Underutilize Businesses (HUBs) in all contracts. Accordingly, The University of Texas MD Anderson Cancer Center has adopted “RIDER 104, Policy on Utilization of Historically Underutilized Businesses”. The Policy applies to all contracts with an expected value of $100,000.00 or more. Failure to submit a required HUB Subcontracting Plan (HSP) will result in REJECTION of the response. Good faith effort determinations still apply.

Rider 104 - HUB Plan Training Video Overview of Rider 104   To access the training video, go to: www.mdanderson.org/hub Click “Subcontracting Program” (left side column) Click “Training Video Overview of Rider 104” * Please allow 48 hours for review of a draft copy of your HUB plan.

Good Faith Effort Determination Give notification in writing to all potential bidders – Notification Form is included in the HSP package. Allow HUBs at least 7 (seven) working days to respond to bids. Notify a minimum of two (2) minority or woman trade organizations or development centers of subcontracting opportunities (see list attached to Rider 104 HUB Plan for contact information).

Good Faith Effort Determination Give notification to at least 3 (three) HUBs for each trade identified for the project. Within 10 days following the contract signing, the Prime must notify subcontractors in writing of their award, with copies of notification to contracting agency. Provide supporting documentation of all good faith efforts. Failure to produce required documentation may result in rejection of your HUB Plan and subsequently your proposal.

HUB Subcontracting Plan Forms Four Options

Option 1 Method A (Attachment A) Section 2(c) of HSP All subcontracting opportunities will be fulfilled with HUBs. (No continuous contract exists with HUB exceeding 5 years.)

Option 2 Method A (Attachment A) Section 2(d) of HSP Subcontracting with HUBs and Non-HUBs so long as the aggregate percentage of subcontracting with HUBs meets or exceeds the HUB goal. (No continuous contract exists with HUB exceeding 5 years).

Option 3 Method B (Attachment B) Section B1-4 of HSP Respondents may subcontract with HUB vendors and Non-HUB vendors (or only Non-HUB vendors) and the aggregate HUB percentage with HUBs does not meet or exceed the HUB goal.

Option 4 Self-Performance – Section 3 of HSP Respondent is not subcontracting any portion of the contract and will fulfill all aspects of the contract with their own internal (W2) resources.

HUB Subcontracting Plan Good Faith Effort must include: Giving HUBs seven (7) “business days” notice to bid Providing sufficient information to bid; use the Notification Form Notifying a minimum of two (2) trade organizations Inclusion of fax, e-mail, or written correspondence documenting HUB notification and response (telephone logs are no longer acceptable as documentation of GFE) Inclusion of documentation supporting all of the above

MD Anderson Riders & Exceptions

MD Anderson Rider & Exceptions Please be advised that all participants responding to this solicitation are REQUIRED to comprehensively review each of the MD Anderson contract Riders included within this solicitation/RFP. In addition to providing acknowledgment of subject Riders, requirements and specifications set forth, any participant that has taken any exception(s) to provisions of MD Anderson’s contract Riders is REQUIRED to explicitly detail those exceptions AT THE TIME OF RFP SUBMITTAL. The extent of exceptions taken WILL INFLUENCE FINAL CONTRACT DETERMINATION.

MD Anderson Rider & Exceptions Rider Vendor Affirmation Form Summary Agreement Rider 102 – Fee Schedule Rider 104 – HUB Plan (**Barbara Howard) Rider 105 – Vendor Affirmations and Warranties (**Exhibit A) – Affirmative Action Plan Rider 106 – Premises Rules Rider 107 – Travel Policy Rider 111 – Business Associate Agreement Rider 114 – Network Questions Rider 114 – User Acknowledgement Rider 116 – Invoice Payment Requirements Rider 117 – Institutional Policies Rider 118 – Information Security Application Service Supplier Assessment Survey

Vendor Rider Affirmation This section is worth 15% of the RFP score. Vendors that accept the riders would receive the full 15%. Vendors that take exceptions will not receive the full 15%. For each Rider, vendors will receive either "All" (full points) if they take no exceptions or "None" (no points) if they take exceptions. After an award has been made, vendors that took no exceptions will not be allowed to propose change/redlines.

Event Milestone Dates RFP Event Published February 13, 2017, Monday, (3:00 PM CST) Pre-Submittal Conference February 21, 2017, Tuesday (10:00 AM CST) Vendor Question Submission Cut Off February 24, 2017, Friday (4:00 PM CST) RFP Questions and Answers Published March 1, 2017, Wednesday RFP Solicitation Closes March 14, 2017, Tuesday, (4:00 PM CST) Notification of Proof of Technology (Short List Suppliers Only) March 29, 2017, Wednesday April 4 - 7, 2017, Proof of Technology Period Award Notification April 11, 2017, Tuesday Contract Negotiations Start April 12, 2017, Wednesday

Summary of Solicitation Scope Discussion and Summary of Solicitation Department Representative . Paulette Gadison – St. IT Project Manager

Question and Answer Session

Recap and Closing Remarks

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