1. RFP 16-043 Marketing Research Pre-Proposal Conference Purchasing

2. UTMB History and Facts UTMB Academic & Research History & Facts  The state’s first Academic Health Center Medical School established in 1891 celebrating 125 th anniversary in 2016  We are 9 th in the US in the number of MD graduates with an active license to practice medicine.  There are 29,000 living alumni; 21,000 in Texas  UTMB is Home to the only national lab in Texas and one of the two national biocontainment labs in the U.S. dedicated to developing treatments, vaccines and diagnostics to combat infectious threats to health, such as Ebola. UTMB Health System Fast Facts (FY2014)  Served 778,000 Outpatients and inpatients  Delivered 6,000 new Texans  Served 41,000 Emergency Department Patients  Conducted 119,000 telemedicine encounters, including five-year telemedicine contract to provide all medical services to three National Science Foundation research stations in Antarctica 2

3. UTMB Today  Schools of Medicine, Nursing, Health Professions, Graduate Biomedical Sciences  $1.7B annual budget  12,000 employees statewide  3,200 students and 900 faculty  Among largest, fastest growing academic health centers in the nation  $138M in research expenditures  ~ 944,000 outpatient encounters and ~ 30,000 hospital discharges in FY15  Three campuses  85-acre Galveston Campus, 90 buildings  65-acre League City Campus, two buildings and master plan  40-acre Angleton Danbury Campus, six buildings 3 League City Campus Galveston Campus Angleton Danbury Campus

4. UTMB Planning for the Future  Goals to Expand Academic & Healthcare Footprint  New facilities include Jennie Sealy Replacement Hospital and League City Campus expansion, Angleton Danbury Hospital  Beds ~ 442  Approximately 20 new surgical suites in early 2016  Increase by ~ 15,000 surgeries per year 4

5. RFP Section 1 – Notice to Respondents General Information Contact for RFP –Terrie Beasley, CTP tebeasle@utmb.edutebeasle@utmb.edu Silent Period (Section 1.4) Agreement Term (Section 1.6) Criteria for Selection (Section 1.10) 5 Purchasing

6. RFP Section 2 – Proposal Requirements General Instructions Preparation & Submittal Instructions o Submit one (1) electronic version of entire proposal. Submittal Checklist Signed and Completed Execution of Offer (ref. Section 5-all) Pricing and Addenda Affirmation (ref. Section 6) Responses to Respondent’s Questionnaire (ref. Section 7) 6 Purchasing

7. RFP Section 3 – General Terms & Conditions The General Terms and Conditions contained in UTMB’s Rider 103 shall be made a part of and govern any Purchase Order, unilateral or bilateral Agreement, if any, resulting from this Request for Proposal. 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 the proposal. 7 Purchasing

8. RFP Section 4 – Scope of Work / Minimum Requirements Scope of Work Conduct a quantitative market study each year with the following goals: Track the health system’s service positioning and reputational image within its market. Generate findings and recommendations that can be converted effectively into business development and communication strategies. The annual research studies will address the following: Clarify overall image and reputation. Evaluate acceptance of UTMB. Quantify top-of-mind awareness and leadership positioning. Better understand patient expectations and how well UTMB meets those expectations. An in-depth analysis of competitive strengths and weaknesses contributing to preferences and awareness rankings. Quantify marketing strengths and weakness. Explore perceptions and positioning for UTMB brand and five service lines among residents of primary, secondary and Angleton-Danbury markets. Track and trend progress in each of these areas over time. Generate findings and recommendations that can be converted effectively into business development and communication strategies. 8 Purchasing

9. RFP Section 4 – Scope of Work / Minimum Requirements Minimum Requirements Respondent shall have five (5) years of experience in market research for healthcare organizational units similar to UTMB in order to be considered. Respondent must have experience using mixed or hybrid methodologies that ensure survey reaches various demographic segments of the target population. Respondent shall provide the names, titles, addresses, telephone numbers and email address of three (3) or more hospital or health system clients for whom the firm has performed similar work. At least one reference must be a former client. Submission Requirements: A brief description why you are interested in the UTMB account Describe approach and experience Submit examples of similar research studies conducted for three (3) hospitals or health system clients that have multiple markets. Examples shall included: Research Objective(s), Demographic Profile of Target Participants, Geographic Locations & Rational for Geography Selected for the Study, Methodology Used & Rational for the Methodology, Sample Size & Rationale for Sample Size, Analysis, Strategic Recommendations, Final Report Respondent shall disclosed if it has provided services to Memorial Hermann, Methodist, Clear Lake Regional Medical Center or Bay Area Regional Medical Center at any time between 2014 & currently. If services have been provided during this period, frim shall provide a description of those services. Proposal shall include recommendation for integrating historical trend data with the analysis that will be done by the Respondent so that trending can be continued, regardless of methodology or previous supplier used.

10. RFP Section 5 – Execution of Offer MUST BE COMPLETED, SIGNED AND RETURN IN IT’S ENTIRITY Not doing so may result in the rejection of your proposal 10 Purchasing

11. RFP Section 6 – Price & Addenda Affirmation Pricing shall be submitted in excel format only using Attachment A. Pricing Schedule: Provide a cost proposal that details all costs and fees associated with the delivery of the services you have offered under your technical proposals. Include any and all one-time and reoccurring fees or charges. Fees for contracted services must be identified and listed separately. These costs shall be shown for the full contract term. Price Rate Increases: Ninety (90) days prior to the end of the fourth (4 th ) and/or fifth (5 th ) year of the Agreement Term Seller may request an increase in its pricing for the next twelve (12) period of the Agreement Term. Payment Terms: Offer additional payment terms and options. 11 Purchasing

12. RFP Section 7 – Respondent Questionnaire Company Profile Service Support Quality Assurance Added Value/Environmental Sustainability 12 Purchasing

13. 13 Purchasing Questions?