1. RFP 16- 033 Population Health Management System (PHMS) Enhancements Pre-Submittal Conference Purchasing

2. Background 2 Purchasing UTMB The state’s first Academic Health Center medical school established in 1891 123 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 beds @JSRH Approximately 20 new surgical suites in early 2016 ~ 15,000 surgeries per year

3. RFP Section 1 – Notice to Respondents General Information Silent Period (Section 1.4) Contact for RFP – 16-033 (Section 1.5) Cameron H. Guthier Phone: 281-338-7514 e-mail: caguthie@utmb.educaguthie@utmb.edu Agreement Term (Section 1.6) Criteria for Selection (Section 1.10) Historically Underutilized Businesses (Section 1.14) 3 Purchasing

4. 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 http://www.utmb.edu/logistics/hub/default.asp. http://www.utmb.edu/logistics/hub/default.asp If you have any questions or need assistance please contact UTMB’s HUB Program Coordinator, Karen Gross at (281) 338-8053 or klgross@utmb.edu 4 Purchasing

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

6. 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 11 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

7. RFP Section 4 – Minimum Requirements Minimum Requirements (Pages 13 and 14) Company Profile Staffing Technical Approach Services and Support 7 Purchasing

8. RFP Section 4 – Scope of Work 4.3 Scope of Work The University of Texas Medical Branch at Galveston (UTMB) requests proposals from qualified and experienced firms to provide Technical and Functional resources to assist UTMB in its Population Health Management System (PHMS) Enhancement. UTMB is seeking a contractor that can provide in-depth, accurate, and timely assistance in planning, designing and upgrading the current Population Health Management System from an MS Excel reporting system to a streamlined digital dashboard user interface system with customizable reporting features.

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

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

11. RFP Section 7 – Respondent Questionnaire Company Profile and Qualifications Staffing Technical Proposal Quality Assurance Added Value 11 Purchasing

12. Key Events Schedule 12 Purchasing Key Events Schedule (Section 1.17) Issue Request for Proposal:January 21, 2016 Pre-Submittal Conference:January 27, 2016 Last Day to Submit QuestionsFebruary 5, 2016 Proposal Submittal Deadline:February 18, 2016

13. 13 Purchasing Respondents are instructed to complete, sign and return the following documents as a part of their proposal submittal. If Respondents fails to return each of these documents with its proposal, then UTMB may subject your proposal to disqualification. 2.5.1 Signed and Completed Execution of Offer (ref. Section 5) 2.5.2 Signed and Completed Pricing and Delivery Schedule (ref. Section 6) 2.5.3 Responses to Respondent's Questionnaire (ref. Section 7). 2.5.4 Signed and Completed originals of the HUB Subcontracting Plan Package, if applicable (ref. Section 1.14) 2.5.5 Signed and Completed Addenda Checklist (ref. Section 6.1.4) 2.5.6 Signed and Complete W-9 Form 2.5.7 Copy of Respondent’s insurance certificate in accordance with limits stated in Rider 103 (or alternate Sample Agreement)

14. 14 Purchasing Questions?