Districtwide Educational Services Pre-Proposal Conference Details

Pre-Proposal Conference Projects: 16-10-25-C RFP/Districtwide Instructional Software 16-10-47-C RFP/ Tutorial Services for Students 16-10-46-D RFP/ Enrichment Services 16-10-48 E RFP/ Teacher and Staff Development 17-02-02-C RFP/ Supplemental Curriculum Date: November 18, 2020 Presenters: Roderick Bellard, David Contreras, Renee Svitek, Jennifer M. Williams Category Specialist

Pre-Proposal Conference Virtual Pre-Proposal Conference Etiquette To ensure that all responders receive credit for attending the conference, enter both your name and the company you are representing, if applicable. This is a virtual presentation, not a video conference. To avoid unnecessary distraction, cameras should NOT be active during the meeting. Microphones must be muted at all times during the meeting. Unless announced otherwise during the meeting, verbal questions will not be entertained. All questions must be either emailed or typed into the meeting chat. Questions will be answered at the end of the presentation or answered in the form of an addendum to the project and posted online. The presentation, meeting sign in sheet, and submitted questions will be posted to the website in the form of an addendum on or before Wednesday, December 9, 2020. 2

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. Request for Qualifications are defined in the Texas Government Code 2254 3

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 Proposal (RFP) 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. 4

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. 5

Accounts Payable DOING BUSINESS WITH HISD: PO Related Invoices - HISD_VendorInvoices@houstonisd.org Payment Terms: HISD Payment Terms are Net 30 Please do not provide any goods or services without an HISD purchase order. 6

FORM M: Criminal History Background Check Certification Forms 7

BUSINESS ASSISTANCE OFFICE M/WBE Participation Goal 8

Business Assistance - MWBE MWBE PARTICIPATION GOAL: The Supplier shall report their MWBE participation goal as a percent of the total compensation. This information shall be identified per firm, discipline and participation. 9

Attachment B: M/WBE Participation Report Instructions Documentation is required. Read pages B-1 through B-4 for full description of M/WBE Participation Report. One of the options on page 5 must be selected. Failure to select option and return the paperwork will be considered Non-Compliant. 20% for purchasing of goods & non-professional services over $50,000 20% for construction over $50,000 25% for professional services over $50,000 10

RISK MANAGEMENT OFFICE Insurance Requirements 11

Risk Management - Insurance Section 1.25 The Supplier must carry insurance with responsible carriers acceptable to HISD rated A or better, by A.M. Best, with minimum limits of liability coverage, as stated below, against claims for damages caused by bodily injury, including death, to employees and third parties, and claims for property damage. 12

Insurance Requirements The Proposer(s) MUST provide the accord insurance form, or a letter from the insurance carrier on the insurance carrier s letterhead indicating compliance in accordance with para 1.25 of this solicitation. Upon receipt of a letter of intent to award from Risk Management/Procurement Services, the Supplier must submit to risk management and Procurement Services the actual Accord Form prior to being recommended to the Board of Education for contract approval. The supplier will have three (3) business days from the date of notification to submit their certificates of insurance; failure to provide all the requirements will cause your proposal to be non-responsive. All question reference this document should be reference to the Houston Independent School District Risk management department at 713-556-9225. FAILURE TO PROVIDE either the accord form or memo of insurability at the time of submission shall CAUSE YOUR PROPOSAL TO BE CONSIDERED NON-RESPONSIVE. 13

INSURANCE Type of Coverages and Minimum Limits 14

Sample Insurance Letter 15

Project Scope of Work Project Part II Questionnaire Form F Price Schedule Part III Forms Category Specialist Roderick Bellard Email: Roderick.Bellard@houstonisd.org Phone:713-556-6815 Project: 16-10-25-C RFP/Districtwide Instructional Software & 16-10-46-D RFP/ Enrichment Services David Contreras Email: David.Contreras@houstonisd.org Phone:713-556-6514 Project:16-10-47-C RFP/ Tutorial Services for Students Renee Svitek Email: Eugenia.Svitek@houstonisd.org Phone: 713-556-6542 Project: 17-02-02-C RFP/ Supplemental Curriculum Jennifer M. Williams Email: Jennifer.Williams@houstonisd.org Phone: 713-556-6550 Project: 16-10-48-E RFP/ Teacher and Staff Development 16

Procurement Services Downloading Solicitations Go to www.houstonisd.org Click on Directory Search for Purchasing Services Click on Solicitation of Bids under Quick Links Search for Solicitation project. 17

QUESTIONS AND ANSWERS 18

Thank You Date: November 18, 2020 Presenters: Roderick Bellard, David Contreras, Renee Svitek, Jennifer M. Williams Category Specialist