FISCAL AFFAIRS SUBCOMMITTEE - Houston

FISCAL AFFAIRS SUBCOMMITTEE - Houston

PRE-PROPOSAL CONFERENCE ARBITRAGE CALCULATION SERVICES FOR THE OFFICE OF THE CITY CONTROLLER July 7, 2015 2:00 P.M. Agenda Opening Remarks

RFP Overview General Information Required Forms Disqualifications Other Requirements and Forms Evaluation and Selection Process

Questions and Answers Announcements 2 Introductions City of Houston Staff Department Representatives Key Staff Subject Matter Experts Proposers 3

RFP Overview Proposal submittal and delivery details: Thursday, July 23, 2015 at 2:00 p.m. CST Office of City Secretary, 900 Bagby, Room P101, Houston, TX 77002 5 copies, including one (1) marked Original 5 electronic thumb drives containing the entire proposal and exhibits Sealed boxes or envelope(s) bearing the assigned Solicitation Number: S66-T25412 4

RFP Overview Contd Proposal format: Printed Original signed in BLUE ink by individual(s) legally authorized to bind the proposer 5 General Instructions Proposal Contact: Shannon Pleasant, Senior Procurement Specialist

Submit all required forms Read the entire RFP Questions must be submitted to Shannon Pleasant at [email protected] 6 Required Forms to be Submitted with Proposal Offer and Submittal, References and Proposed Subcontractors

Anti-Collusion Statement Conflict of Interest Questionnaire Minority / Women Business Enterprises (MWBE)Contract Requirements Fair Campaign Ordinance Contractor Ownership Disclosure Ordinance 7

Disqualifications Vendor proposals subject to disqualifications: Late Proposal Violation of Quiet Period Non-Responsive (failure to answer required questions, complete forms, etc.) Exception to Indemnification Language Exceptions to COH Contract Terms 8 Other Requirement and Forms Comments from the Office of Business

Opportunity (OBO) Hire Houston First (Part IX of the RFP) Designation as City or Local Business Minority/Women Business Enterprises (MWBE) Contract Requirements - 24% 9 Evaluation and Selection Process Criteria Process/Timeline

Oral Presentations Contract Negotiations Approval of City Council Notification of Award(s) 10 Questions and Answers Responses to questions at todays preproposal conference are not binding. Submit questions by email to

[email protected] Official responses will be posted as Letter(s) of Clarification 11 Announcements Important dates to remember: Last day to submit questions Monday, July 13, 2015 at 2:00 P.M., CST

Proposal Due Thursday, July 23, 2015 2:00 PM CST 12 THANK YOU Thank you for your attendance today. We look forward to receiving your proposals. 13

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