RFP Enterprise Data Warehouse Pre-Submittal Conference Purchasing

Background 2 Purchasing UTMB The state’s first Academic Health Center medical school established in years 25,000 degrees Medicine Nursing biomedical sciences allied health sciences Goals to Expand Academic & Healthcare Footprint New facilities include Angleton Danbury, Jennie Sealy Hospital and League City Campus Adding ~250 Approximately 20 new surgical suites in early 2016 ~ 15,000 surgeries per year RFP Value Estimated between $5,500,000.00

RFP Section 1 – Notice to Respondents General Information Silent Period Contact for RFP – (Section 1.4) Cameron H. Guthier Phone: Agreement Term (Section 1.5) Criteria for Selection (Section 1.9) Historically Underutilized Businesses (Section 1.13) 3 Purchasing

RFP Section 1 – HUB Plan The Statewide HUB Program is under the direction of the Comptroller of Public Accounts (CPA) which administers, certifies, audits and reports HUB participation within the state’s procurement processes. In accordance with Texas Government Code 2161, each state agency, including UTMB, is required to make a good faith effort to assist HUBs in competing for, and receiving, contracts awarded by the agency. UTMB has reviewed this RFP in accordance with the Texas Administrative Code Section (Title 34, Part 1, Chapter 20, Subchapter B, Rule 20.14) and has determined that subcontracting opportunities are not probable under this solicitation. If your company does intend to subcontract any portion of the work, your proposal must include a “HUB Subcontracting Plan” (HSP). The HSP Package, including the required forms and instructions, can be accessed via the UTMB’s HUB Program website at If you have any questions or need assistance please contact UTMB’s HUB Program Coordinator, Karen Gross at (281) or 4 Purchasing

RFP Section 2 – Proposal Requirements General Instructions Preparation & Submittal Instructions Financial Schedule Terms & Conditions Submittal Checklist 5 Purchasing

RFP Section 3 – General Terms & Conditions The General Terms and Conditions contained within the RFP Document shall be made a part of and govern any Purchase Order, unilateral or bilateral Agreement, if any, resulting from this Request for Proposal. Page 13 provides the link Respondents may offer alternate provisions to the Terms & Conditions: Must refer to the specific article or section concerned. General exceptions are not acceptable. Terms & Conditions determined to be unacceptable may result in disqualification of proposal. 6 Purchasing

RFP Section 4 – Scope of Work / Service Requirements Goals for the Project - Section 4.4, page 17 There are five goals that UTMB seeks to accomplish through this Request for Proposal: 1. Design a comprehensive hardware and software infrastructure plan. 2.Implement an integrated data resource solution 3.Identify and implement tools necessary to implement the solution 4. Develop a technology and implementation roadmap for future projects 5.Transfer routine maintenance, configuration, and support of hardware and software components 7 Purchasing

RFP Section 4 – Scope of Work / Service Requirements Minimum Requirements (Pages 15 and 16) Company Profile Staffing Ability to Meet UTMB’s Needs Technical Approach Services and Support

RFP Section 5 – Execution of Offer MUST BE SIGNED & COMPLETED Not doing so will result in the rejection of your proposal 9 Purchasing

RFP Section 6 – Price and Delivery Price Schedule Any contracts that could be used Payment Terms Delivery – Start Date Addenda Checklist 10 Purchasing

RFP Section 7 – Respondent Questionnaire Company Profile Staffing Ability to Meet UTMB’s Needs Technical Approach Services and Support Quality Assurance Added Value Submittal Requests Question 45, page Purchasing

Key Events Schedule & Required Submittals 12 Purchasing Key Events Schedule (Section 1.15, pg 8) Issue Request for Proposal:Wednesday, December 23, 2015 Pre-Submittal Conference:Thursday, January 7, 2016 Last Day to Submit QuestionsThursday, January 14, 2016 Proposal Submittal Deadline:Tuesday, February 2, 2016 Supplier Presentations* (if needed): Friday, February 12, 2016 * Please note: If Supplier Presentations are deemed necessary, they will be held on the date shown – no alternate date will be provided. Vendors must be prepared to present on the date shown if selected as a finalist. Submittal Checklist Signed and Completed Execution of Offer (ref. Section 5) Signed and Completed Pricing and Delivery Schedule (ref. Section 6). Responses to Respondent's Questionnaire (ref. Section 7).

13 Purchasing Questions?