2024-95 Peer Delivered Services RFP.pdf

REQUEST FOR PROPOSALS #2024-95

FOR

PEER DELIVERED SUPPORT SERVICES

BOARD OF COUNTY COMMISSIONERS

TOOTIE SMITH, Chair

PAUL SAVAS, Commissioner MARK SHULL, Commissioner

MARTHA SCHRADER, Commissioner BEN WEST, Commissioner

Gary Schmidt

County Administrator

Thomas Candelario

Contract Analyst

PROPOSAL CLOSING DATE, TIME AND LOCATION

DATE: November 5, 2024

TIME: 2:00 PM, Pacific Time

PLACE: https://bidlocker.us/a/clackamascounty/BidLocker https://bidlocker.us/a/clackamascounty/BidLocker

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SCHEDULE

Request for Proposals Issued……............................... October 2, 2024

Protest of Specifications Deadline.............................. October 9, 2024, 5:00 PM, Pacific Time

Deadline to Submit Clarifying Questions.................. October 23, 2024, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time……... November 5, 2024, 2:00 PM, Pacific Time

Deadline to Submit Protest of Award...................Seven (7) days from the Intent to Award

TABLE OF CONTENTS

Section 1 – Notice of Request for Proposals

Section 2 – Instructions to Proposers

Section 3 – Scope of Work

Section 4 – Evaluation and Selection Criteria

Section 5 – Proposal Content (Including Proposal Certification)

SECTION 1

NOTICE OF REQUEST FOR PROPOSALS

Notice is hereby given that Clackamas County through its Board of County Commissioners will receive sealed Proposals per specifications until 2:00 PM, November 5, 2024 (“Closing”), to Provide Peer Delivered Support Services. No Proposals will be received or considered after that time.

Location of RFP documents: OregonBuys RFP Documents can be downloaded from the state of Oregon procurement website (“OregonBuys”) at the following address https://oregonbuys.gov/bso/view/login/login.xhtml, Document No. S- C01010-00011743

Prospective Proposers will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Proposers are responsible for obtaining any Addenda, clarifying questions, and Notices of Award from OregonBuys.

Submitting Proposals: Bid Locker Proposals will only be accepted electronically thru a secure online bid submission service, Bid Locker.

Email submissions to Clackamas County email addresses will no longer be accepted.

A. Completed proposal documents must arrive electronically via Bid Locker located at https://bidlocker.us/a/clackamascounty/BidLocker.

B. Bid Locker will electronically document the date and time of all submissions. Completed documents must arrive by the deadline indicated in Section 1 or as modified by Addendum.

LATE PROPOSALS WILL NOT BE ACCEPTED.

C. Proposers must register and create a profile for their business with Bid Locker in order to submit for this project. It is free to register for Bid Locker.

D. Proposers with further questions concerning Bid Locker may review the Vendor’s Guide located at https://www.clackamas.us/how-to-bid-on-county-projects .

Contact Information Procurement Process and Technical Questions: Thomas Candelario, tcandelario@clackamas.us

The Board of County Commissioners reserves the right to reject any and all Proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any and all Proposals upon the finding that it is in the public interest to do so and to waive any and all informalities in the public interest. In the award of the contract, the Board of County Commissioners will consider the element of time, will accept the Proposal or Proposals which in their estimation will best serve the interests of Clackamas County and will reserve the right to award the contract to the contractor whose Proposal shall be best for the public good.

Clackamas County encourages proposals from Minority, Women, Veteran and Emerging Small Businesses.

https://oregonbuys.gov/bso/view/login/login.xhtml https://bidlocker.us/a/clackamascounty/BidLocker https://www.clackamas.us/how-to-bid-on-county-projects mailto:tcandelario@clackamas.us

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SECTION 2

INSTRUCTIONS TO PROPOSERS

Clackamas County (“County”) reserves the right to reject any and all Proposals received as a result of this RFP. County Local Contract Review Board Rules (“LCRB”) govern the procurement process for the County.

2.1 Modification or Withdrawal of Proposal: Any Proposal may be modified or withdrawn at any time prior to the Closing deadline, provided that a written request is received by the County Procurement Division Director, prior to the Closing. The withdrawal of a Proposal will not prejudice the right of a Proposer to submit a new Proposal.

2.2 Requests for Clarification and Requests for Change: Proposers may submit questions regarding the specifications of the RFP. Questions must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, at the Procurement Division address as listed in Section 1 of this RFP.

Requests for changes must include the reason for the change and any proposed changes to the requirements.

The purpose of this requirement is to permit County to correct, prior to the opening of Proposals, RFP terms or technical requirements that may be unlawful, improvident or which unjustifiably restrict competition.

County will consider all requested changes and, if appropriate, amend the RFP. No oral or written instructions or information concerning this RFP from County managers, employees or agents to prospective Proposers shall bind County unless included in an Addendum to the RFP.

2.3 Protests of the RFP/Specifications: Protests must be in accordance with LCRB C-047-0730.

Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, or within three (3) business days of issuance of any addendum, at the Procurement Division address listed in Section 1 of this RFP. Protests may not be faxed. Protests of the RFP specifications must include the reason for the protest and any proposed changes to the requirements.

2.4 Addenda: If any part of this RFP is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check OregonBuys for any notices, published addenda, or response to clarifying questions.

2.5 Submission of Proposals: Proposals must be submitted in accordance with Section 5. All Proposals shall be legibly written in ink or typed and comply in all regards with the requirements of this RFP. Proposals that include orders or qualifications may be rejected as irregular. All Proposals must include a signature that affirms the Proposer’s intent to be bound by the Proposal (may be on cover letter, on the Proposal, or the Proposal Certification Form) shall be signed. If a Proposal is submitted by a firm or partnership, the name and address of the firm or partnership shall be shown, together with the names and addresses of the members. If the Proposal is submitted by a corporation, it shall be signed in the name of such corporation by an official who is authorized to bind the contractor. The Proposals will be considered by the County to be submitted in confidence and are not subject to public disclosure until the notice of intent to award has been issued.

No late Proposals will be accepted. Proposals submitted after the Closing will be considered late and will be returned unopened. Proposals may not be submitted by telephone or fax.

2.6 Post-Selection Review and Protest of Award: County will name the apparent successful Proposer in a Notice of Intent to Award published on OregonBuys. Identification of the apparent successful Proposer is procedural only and creates no right of the named Proposer to award of the contract. Competing Proposers shall be given seven (7) calendar days from the date on the Notice of Intent to Award to review the file at the Procurement Division office and file a written protest of award, pursuant to LCRB C-047-0740. Any award protest must be in writing and must be delivered by email, hand-delivery or mail to the address for the Procurement Division as listed in Section 1 of this RFP.

Only actual Proposers may protest if they believe they have been adversely affected because the Proposer would be eligible to be awarded the contract in the event the protest is successful. The basis of the written protest must be in accordance with ORS 279B.410 and shall specify the grounds upon which the protest is based. In order to be an adversely affected Proposer with a right to submit a written protest, a Proposer must be next in line for

2024-95 Page 3 award, i.e. the protester must claim that all higher rated Proposers are ineligible for award because they are non-responsive or non-responsible.

County will consider any protests received and:

a. reject all protests and proceed with final evaluation of, and any allowed contract language negotiation with, the apparent successful Proposer and, pending the satisfactory outcome of this final evaluation and negotiation, enter into a contract with the named Proposer; OR

b. sustain a meritorious protest(s) and reject the apparent successful Proposer as nonresponsive, if such Proposer is unable to demonstrate that its Proposal complied with all material requirements of the solicitation and Oregon public procurement law; thereafter, County may name a new apparent successful Proposer; OR

c. reject all Proposals and cancel the procurement.

2.7 Acceptance of Contractual Requirements: Failure of the selected Proposer to execute a contract and deliver required insurance certificates within ten (10) calendar days after notification of an award may result in cancellation of the award. This time period may be extended at the option of County.

2.8 Public Records: Proposals are deemed confidential until the “Notice of Intent to Award” letter is issued.

This RFP and one copy of each original Proposal received in response to it, together with copies of all documents pertaining to the award of a contract, will be kept and made a part of a file or record which will be open to public inspection. If a Proposal contains any information that is considered a TRADE SECRET under ORS 192.345(2), SUCH INFORMATION MUST BE LISTED ON A SEPARATE SHEET CAPABLE OF SEPARATION

FROM THE REMAINING PROPOSAL AND MUST BE CLEARLY MARKED WITH THE

FOLLOWING LEGEND:

“This information constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192.”

The Oregon Public Records Law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies only “unless the public interest requires disclosure in the particular instance” (ORS 192.345).

Therefore, non-disclosure of documents, or any portion of a document submitted as part of a Proposal, may depend upon official or judicial determinations made pursuant to the Public Records Law.

2.9 Investigation of References: County reserves the right to investigate all references in addition to those supplied references and investigate past performance of any Proposer with respect to its successful performance of similar services, its compliance with specifications and contractual obligations, its completion or delivery of a project on schedule, its lawful payment of subcontractors and workers, and any other factor relevant to this RFP. County may postpone the award or the execution of the contract after the announcement of the apparent successful Proposer in order to complete its investigation.

2.10 RFP Proposal Preparation Costs and Other Costs: Proposer costs of developing the Proposal, cost of attendance at an interview (if requested by County), or any other costs are entirely the responsibility of the Proposer, and will not be reimbursed in any manner by County.

2.11 Clarification and Clarity: County reserves the right to seek clarification of each Proposal, or to make an award without further discussion of Proposals received. Therefore, it is important that each Proposal be submitted initially in the most complete, clear, and favorable manner possible.

2.12 Right to Reject Proposals: County reserves the right to reject any or all Proposals or to withdraw any item from the award, if such rejection or withdrawal would be in the public interest, as determined by County.

2.13 Cancellation: County reserves the right to cancel or postpone this RFP at any time or to award no contract.

2.14 Proposal Terms: All Proposals, including any price quotations, will be valid and firm through a period of one hundred and eighty (180) calendar days following the Closing date. County may require an

2024-95 Page 4 extension of this firm offer period. Proposers will be required to agree to the longer time frame in order to be further considered in the procurement process.

2.15 Oral Presentations: At County’s sole option, Proposers may be required to give an oral presentation of their Proposals to County, a process which would provide an opportunity for the Proposer to clarify or elaborate on the Proposal but will in no material way change Proposer’s original Proposal. If the evaluating committee requests presentations, the Procurement Division will schedule the time and location for said presentation. Any costs of participating in such presentations will be borne solely by Proposer and will not be reimbursed by County. Note: Oral presentations are at the discretion of the evaluating committee and may not be conducted;

therefore, written Proposals should be complete.

2.16 Usage: It is the intention of County to utilize the services of the successful Proposer(s) to provide services as outlined in the below Scope of Work.

2.17 Review for Responsiveness: Upon receipt of all Proposals, the Procurement Division or designee will determine the responsiveness of all Proposals before submitting them to the evaluation committee. If a Proposal is incomplete or non-responsive in significant part or in whole, it will be rejected and will not be submitted to the evaluation committee. County reserves the right to determine if an inadvertent error is solely clerical or is a minor informality which may be waived, and then to determine if an error is grounds for disqualifying a Proposal. The Proposer’s contact person identified on the Proposal will be notified, identifying the reason(s) the Proposal is non-responsive. One copy of the Proposal will be archived and all others discarded.

2.18 RFP Incorporated into Contract: This RFP will become part of the Contract between County and the selected contractor(s). The contractor(s) will be bound to perform according to the terms of this RFP, their Proposal(s), and the terms of the Sample Contract.

2.19 Communication Blackout Period: Except as called for in this RFP, Proposers may not communicate with members of the Evaluation Committee or other County employees or representatives about the RFP during the procurement process until the apparent successful Proposer is selected, and all protests, if any, have been resolved. Communication in violation of this restriction may result in rejection of a Proposer.

2.20 Prohibition on Commissions and Subcontractors: County will contract directly with persons/entities capable of performing the requirements of this RFP. Contractors must be represented directly.

Participation by brokers or commissioned agents will not be allowed during the Proposal process. Contractor shall not use subcontractors to perform the Work unless specifically pre-authorized in writing to do so by the County. Contractor represents that any employees assigned to perform the Work, and any authorized subcontractors performing the Work, are fully qualified to perform the tasks assigned to them, and shall perform the Work in a competent and professional manner. Contractor shall not be permitted to add on any fee or charge for subcontractor Work. Contractor shall provide, if requested, any documents relating to subcontractor’s qualifications to perform required Work.

2.21 Ownership of Proposals: All Proposals in response to this RFP are the sole property of County, and subject to the provisions of ORS 192.410-192.505 (Public Records Act).

2.22 Clerical Errors in Awards: County reserves the right to correct inaccurate awards resulting from its clerical errors.

2.23 Rejection of Qualified Proposals: Proposals may be rejected in whole or in part if they attempt to limit or modify any of the terms, conditions, or specifications of the RFP or the Sample Contract.

2.24 Collusion: By responding, the Proposer states that the Proposal is not made in connection with any competing Proposer submitting a separate response to the RFP, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

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2.25 Evaluation Committee: Proposals will be evaluated by a committee consisting of representatives from County and potentially external representatives. County reserves the right to modify the Evaluation Committee make-up in its sole discretion.

2.26 Commencement of Work: The contractor shall commence no work until all insurance requirements have been met, the Protest of Awards deadline has been passed, any protest have been decided, a contract has been fully executed, and a Notice to Proceed has been issued by County.

2.27 Nondiscrimination: The successful Proposer agrees that, in performing the work called for by this RFP and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

2.28 Intergovernmental Cooperative Procurement Statement: Pursuant to ORS 279A and LCRB, other public agencies shall have the ability to purchase the awarded goods and services from the awarded contractor(s) under terms and conditions of the resultant contract. Any such purchases shall be between the contractor and the participating public agency and shall not impact the contactor’s obligation to the County.

Any estimated purchase volumes listed herein do not include other public agencies and County makes no guarantee as to their participation. Any Proposer, by written notification included with their Proposal, may decline to extend the prices and terms of this solicitation to any and/or all other public agencies. County grants to any and all public serving governmental agencies, authorization to purchase equivalent services or products described herein at the same submitted unit bid price, but only with the consent of the contractor awarded the contract by the County.

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SECTION 3

SCOPE OF WORK

3.1. INTRODUCTION

Clackamas County is seeking qualified (as defined in the sections below) programs and organizations to provide peer delivered support services in the areas of mental health and substance use. Services are to be provided within Clackamas County and serve adults, children, youth, and families residing in Clackamas County. The County intends to enter into multiple contracts (one contract per project) as a result of this solicitation. As has been the pursuit since the initiation of contracting for the provision of peer-delivered services, Clackamas County Behavioral Health Division remains committed to supporting peer-run organizations.

Please direct all Technical/Specifications or Procurement Process Questions to the indicated representative referenced in the Notice of Request for Proposals and note the communication restriction outlined in Section 2.19.

3.2 BACKGROUND

Clackamas County Behavioral Health Division (CCBHD) is seeking qualified programs and organizations to provide peer delivered services as integrated parts of six of CCBHD’s programs. All six programs currently include embedded peers. Some programs may be continuing with no changes, while others CCBHD has incorporated changes based on lessons learned or new ideas that are being piloted.

These “embedded peers” are referred to as such as they work as fully integrated members of the program team, with each team having unique areas of focus, referral processes, length of service, depending on the specific requirements, funding streams, and needs of each program. All peers must have lived experience specific to mental health and/or substance use, hold a current certification as a Peer Support Specialist, Peer Wellness Specialist, or Certified Recovery Mentor, and be able to pass any program-specific requirements (background checks, etc.).

Although many of the programs with embedded peer(s) may provide support to biological/chosen family members of the clients they are serving as an adjunct to serving the client, families are not the primary focus population of any of the programs. Accordingly, certification as a Family Partner would not meet the certification requirements for any of the embedded peer positions.

In alignment with CCBHD’s commitment to provide direct services in person across all programs, the expectation is that embedded peers will provide peer services in person. Telehealth is a valuable and useful tool, and can be utilized primarily when an individual has requested it. Clackamas County has a large footprint, and CCBHD is committed to ensuring that in-person peer services are equally accessible for all residents across the County’s urban and rural communities. Proposers are encouraged to consider and address these commitments when submitting a response to this solicitation.

The six programs with embedded peers are:

• Choice Program. Serving adults with severe and persistent mental illness, often involved with multiple systems.

• Aid & Assist. Serving adults currently involved with the Aid and Assist system, in which the court has determined that the person is currently unable to aid and assist in their defense as a result of a mental illness and/or substance use disorder.

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• Mobile Crisis Response Team (MCRT). Serving people in the community across the lifespan who are in need of immediate and/or short-term crisis services with the goal of maintaining the individual in the community.

• Mental Health Center (MHC). Urgent mental health walk-in clinic serving people across the lifespan, with the majority of individuals served being eighteen (18) years of age and older, with peer services only being available for adults.

• Intensive Care Coordination (ICC). Serving high-acuity, high-needs adults with mental health and/or substance use disorders.

• Older Adults. Serving adults aged fifty-five (55) years of age and older, with close coordination with CCBHD’s Older Adult Behavioral Health (OABH) Specialist. The Older Adult peer(s) are not embedded in the same manner as the other programs, as the OABH Specialist does not provide direct service, accordingly, the peer(s) work closely with the Specialist, but do not collaborate around the specific needs of individuals.

3.3. SCOPE OF WORK

3.3.1. Project Specific Scopes and Expectations:

Project 1: Choice Program

Budget: $520,000 maximum for two (2) years. Minimum of 2.0 FTE Peer Support Specialists.

Target Population: Adults (eighteen (18) years of age and older) receiving services from Clackamas County’s Choice Model Care Coordination Team.

Service Components:

• Provide one-on-one and/or group peer support to individuals being served by the Choice Team, including but not limited to adults who have been recently civilly committed.

• Provide information about peer services and outreach to Clackamas County individuals either enrolled in Choice Model services or those that have been recently civilly committed who are in acute care settings, crisis respite, Oregon State Hospital, or jail.

• Assist individuals in understanding and navigating their care plans, including making informed decisions about their health and wellness.

• Support individuals in identifying and achieving personal goals related to their care and recovery.

• Collaborate with the care coordination team to provide peer perspective insights during team meetings and care conferences.

• Empower clients to advocate for themselves and make informed choices about their care and wellbeing.

• Assist with navigation of treatment and support systems, if requested by individual receiving support.

• Build and maintain relationship with community organizations, support groups, and other resources that can benefit individuals being served.

• Connect individuals to community-based services, supports and resources.

• Use a whole health approach, not only addressing issues of addiction and mental health, but spiritual and physical health, as requested by the individual.

• Participate in team meetings, County peer advisory and planning meetings, and may partner with other member of the team to present to community partners about the program.

Staffing:

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• County will not provide office space for Peers embedded with this program; however, Peers will be expected to attend on-site meetings or other activities in person as required. Peers shall comply with all applicable visitor procedures when visiting County facilities.

• Peers will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peers to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be established in collaboration with the program supervisor, taking into account program needs, number of peer staff, and whether the program operates fully on-site or follows a hybrid model.

Project 2: Aid and Assist

Budget: $260,000 maximum for two (2) years. Minimum of 1.0 FTE Peer Support Specialist(s).

Target Population: Adults (eighteen (18) years of age and older) in custody or receiving Competency Restoration services after having been found unable to aid and assist in their own defense.

• Provide support to individuals referred for peer support by the Aid and Assist Team.

• Provide support to individuals only during the time when they are being served by the Aid and

Assist Team.

• Provide support as the individual is navigating the legal/court system and attorney appointments.

• Be available to be present during court status checks and debrief after.

• Work with individuals to set life goals and track activities to achieve those goals.

• Provide services in the community, Clackamas County Jail, or the Oregon State Hospital.

• Use a whole health approach, not only addressing issues of addiction and mental health, but spiritual and physical health, as requested by the individual.

• Assist and support individuals in navigating service systems and identifying resources.

• Peer(s) will be co-located at the Clackamas County Transition Center, located at 2219 Kaen Road in Oregon City and/or the Clackamas County Jail, located at 2206 Kaen Road, in Oregon City (pending location of space).

• Peer will be co-located and integrated into the Aid and Assist Team.

• Peer(s) will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peer(s) to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be established in collaboration with the program supervisor, taking into account program needs, number of peer staff, and whether the program operates fully on-site or follows a hybrid model.

Project 3: Mobile Crisis Response Team (MCRT)

Budget: $780,000 maximum for two (2) years. Minimum of 3.0 FTE Peer Support Specialists.

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Target Populations: Clackamas County community members, including adults, children, and families who are experiencing symptoms related to mental health and/or substance use, or individuals who are providing support to those who are experiencing those symptoms.

• Serve as part of a multi-disciplinary team (including clinical staff, care coordinators, and peers) responding to crises related to mental health and/or substance use in the community. For purposes of crisis response, Peers may be paired with a Qualified Mental Health Professional (QMHP) or Associate (QMHA).

• Teams responding to calls in the community are provided with training in how to assess safety concerns, and determine whether law enforcement partners may be required.

• Partner with QMHP/A to provide in-person, community based crisis response. Most follow-up will be provided within seventy-two (72) hours of the initial crisis response and as a result Peers in these positions will not carry a caseload. Follow-up supports may include linkage to Clackamas Mental Health Center Peers or other long-term peer services as needed, connection to natural or community-based supports, resources, and services.

• Use a whole health approach, not only addressing issues of addiction and mental health, but also spiritual and physical health, as requested by the individual or family served.

• Peers are essential members of the interdisciplinary Mobile Crisis Response Team. As such, they will participate in case consultations and client advocacy, helping inform team decisions for follow-up planning and program development.

• MCRT is stationed at the Clackamas Mental Health Center, located at 11211 SE 82nd Avenue, Suite O, in Happy Valley, and dispatches from this location. MCRT operates 24/7/365 with the busiest hours between 9am and 9pm Monday through Saturday. Staffing should be staggered through those hours to provide more access to peer support. At times overtime or support filling vacant shifts (including holidays) may be requested. While some overtime may be planned, there may be times mobile responses that start during a shift may extend beyond the end of the scheduled day. In these cases, unplanned overtime may be needed.

• Peers will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peers to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be established in collaboration with the

Project 4: Mental Health Center (MHC)

Budget: $520,000 maximum for two (2) years. Minimum of 2.0 FTE Peer Support Specialists.

Target Population: Adults (eighteen (18) years of age and older) across the lifespan accessing Crisis Services through Clackamas Mental Health Center, located at 11211 SE 82nd Avenue, Suite O, Happy Valley, Oregon 97086.

• Provide emotional support and active listening to individuals in crisis.

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• Provide short-term support focused on present needs, with the aim of connecting individuals to long-term resources.

• Assist with navigating service systems and identifying resources, including assistance in referring individuals to long-term peer supports.

• Facilitate peer support groups.

• Promote self-advocacy and empowerment.

• Use a whole health approach, not only addressing issues of addiction and mental health, but also spiritual and physical health, as requested by the individual.

• Collaboration with Clackamas MHC team and the broader Clackamas County Behavioral Health

Division.

• Participate in Crisis Program monthly staff meetings.

• Participate in County peer advisory and planning meetings as requested.

• Peers will located at the Clackamas Mental Health Center, 11211 SE 82nd Avenue, Suite O, in Happy Valley.

• Peers will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peers to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be established in collaboration with the

Project 5: Intensive Care Coordination (ICC)

Target Population: Adults (eighteen (18) years of age and older) receiving services from Clackamas County’s Behavioral Health Intensive Care Coordination (ICC) Team.

• Navigation of treatment and support systems.

• Assist in identifying supports and resources available in the community.

• Assist in accessing supports and resources.

• Participate in the Intensive Care Coordination Team meetings.

• Attend individual Interdisciplinary Team Meetings (IDTs) at the invitation of the individual client.

• Use a whole health approach, not only addressing issues of addiction and mental health, but also spiritual and physical health, as requested by the individual.

• Peer Support Specialist and Peer Supervisor shall meet with the ICC Supervisor a minimum of once a month for program check-in and support.

• Participate in County peer advisory and planning meetings as requested.

• County will not provide office space for Peer(s) embedded with this program; however, Peer(s) will be expected to attend on-site meetings or other activities in person as required. Peer(s) shall comply with all applicable visitor procedures when visiting County facilities.

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• Peer(s) will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peer(s) to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be

Project 6: Older Adults

Target Population: Older adults (fifty-five (55) years of age and older) experiencing mental health and/or addiction struggles.

• Provide one-on-one and/or group peer support.

• Assist individuals in understanding and navigating their care plans, including making informed decisions about their health and wellness.

• Support individuals in identifying and achieving personal goals related to their care and recovery.

• Collaboration with participants identified supports and resources as requested.

• Provide peer perspective insights during team meetings and care conferences.

• Empower clients to advocate for themselves and make informed choices about their care and wellbeing.

• Navigation treatment and support systems, if requested by the individual receiving support.

• Build and maintain relationships with community organizations, support groups and other resources that can benefit individuals being served.

• Connect individuals to community-based services, supports, and resources.

• Use a whole health approach, not only addressing issues of addiction and mental health, but also spiritual and physical health, as requested by the individual.

• The selected contractor shall participate in County peer advisory and planning meetings as requested or needed.

• Partner with the Behavioral Health’s Older Adult Behavioral Health Specialist or other as indicated to provide trainings, community presentations about the program, etc.

• County will not provide office space for Peer(s) embedded with this program; however, Peer(s) will be expected to attend on-site meetings or other activities in person as required. Peer(s) shall comply with all applicable visitor procedures when visiting County facilities.

• Peer(s) will require supervision by a qualified peer supervisor provided by the contractor. The peer supervisor will be physically present on-site with the embedded peer(s) to provide direct support, supervision, and guidance, as well as developing a solid understanding of the unique nature of the peer services provided. Being on-site fosters stronger relationships, facilitates timely problem solving, and allows the supervisor to better access team dynamics and performance. The specific on-site schedule, including required days and hours, will be

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3.3.2. Staffing Requirements

• All embedded Peer Support Specialists shall have lived experience specific to mental health and/or substance use. Although not required , programs serving specific populations will also look for individuals with lived experience that matches the unique needs of those special populations (older adults, corrections-involved, etc.).

• Peers shall complete the Oregon Health Authority approved training program for Peer Delivered Services prior to beginning work as an embedded peer in a CCBHD program. Peers shall also adhere to all requirements in the Traditional Health Worker administrative rules including, OAR 410-0180-0300 to OAR 410-180-0380 certification and continuing education, and shall demonstrate (a) the ability to support others in their recovery or resiliency; and (b) personal life experience and tools of self-directed recovery and resiliency.

• Supervision of Peer Support Specialist(s) shall be provided by a qualified peer supervisor provided by the contractor.

• Peer(s) embedded in County programs shall observe all applicable provision of County Code.

County Code can be found at: https://www.clackamas.us/code.

• Contractor shall address and remedy all concerns raised by County in regard to Peer(s) embedded with County programs, up to and including removal of the Peer(s).

• In the event of staff vacancies, contractor must provide a plan for coverage to prevent interruption of support of existing participants and mitigation of waitlists.

• Peer Services Supervisor will inform the Peer Services Coordinator of a vacancy within forty-eight (48) hours of staff resignation.

3.3.3. Reporting Requirements

Each program will have its own reporting metrics with may include, but not limited to:

• Number of individuals served

• Basic demographic information of individuals served

• Experience of services

3.3.4. Term of Contract:

The term of the contract shall be from the effective date through December 31, 2026. With the option for one (1) renewal to expire no later than June 30, 2029.

3.3.4 Sample Contract: Submission of a Proposal in response to this RFP indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance requirements) of the sample contract identified below. No action or response to the sample contract is required under this RFP. Any objections to the sample contract terms should be raised in accordance with Paragraphs 2.2 or 2.3 of this RFP, pertaining to requests for clarification or change or protest of the RFP/specifications, and as otherwise provided for in this RFP. This RFP and all supplemental information in response to this RFP will be a binding part of the final contract.

The applicable Sample Personal Services Contract, for this RFP can be found at https://www.clackamas.us/finance/terms.html.

Personal Services Contract (unless checked, item does not apply)

The following paragraphs of the Professional Services Contract will be applicable:

Article I, Paragraph 5 – Travel and Other Expense is Authorized Article II, Paragraph 28 – Confidentiality Article II, Paragraph 29 – Criminal Background Check Requirements Article II, Paragraph 30 – Key Persons Article II, Paragraph 31 – Cooperative Contracting Article II, Paragraph 32 – Federal Contracting Requirements Abuse Reporting https://www.clackamas.us/code https://www.clackamas.us/finance/terms.html

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The following insurance requirements will be applicable:

Insurance Requirements are listed in Exhibits C and D

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SECTION 4

EVALUATION PROCEDURE

4.1 An evaluation committee will review all Proposals that are initially deemed responsive and they shall rank the Proposals in accordance with the below criteria. The evaluation committee may recommend an award based solely on the written responses or may request Proposal interviews/presentations.

Interviews/presentations, if deemed beneficial by the evaluation committee, will consist of the highest scoring Proposers. The invited Proposers will be notified of the time, place, and format of the interview/presentation. Based on the interview/presentation, the evaluation committee may revise their scoring.

Written Proposals must be complete and no additions, deletions, or substitutions will be permitted during the interview/presentation (if any). The evaluation committee will recommend award of a contract to the final County decision maker based on the highest scoring Proposal. The County decision maker reserves the right to accept the recommendation, award to a different Proposer, or reject all Proposals and cancel the RFP.

Proposers are not permitted to directly communicate with any member of the evaluation committee during the evaluation process. All communication will be facilitated through the Procurement representative.

4.2 Evaluation Criteria

Category Points available:

Proposer’s General Information 0-20 Program Design, Strategy and Capacity 0-25 Staffing Plan, Onboarding, Training and Development 0-25 Quality Assurance 0-15 Budget Proposal 0-15

Available points 0-100

4.3 Once a selection has been made, the County will enter into contract negotiations. During negotiation, the County may require any additional information it deems necessary to clarify the approach and understanding of the requested services. Any changes agreed upon during contract negotiations will become part of the final contract. The negotiations will identify a level of work and associated fee that best represents the efforts required. If the County is unable to come to terms with the highest scoring Proposer, discussions shall be terminated and negotiations will begin with the next highest scoring Proposer. If the resulting contract contemplates multiple phases and the County deems it is in its interest to not authorize any particular phase, it reserves the right to return to this solicitation and commence negotiations with the next highest ranked Proposer to complete the remaining phases.

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SECTION 5

PROPOSAL CONTENTS

5.1. Vendors must observe submission instructions and be advised as follows:

5.1.1. Proposals will only be accepted electronically thru Equity Hub’s Bid Locker. Email submissions to Clackamas County email addresses will no longer be accepted.

5.1.2. Completed proposal documents must arrive electronically via Equity Hub’s Bid Locker located at https://bidlocker.us/a/clackamascounty/BidLocker.

5.1.3. County reserves the right to solicit additional information or Proposal clarification from the vendors, or any one vendor, should the County deem such information necessary.

5.1.4. Proposal may not exceed a total of 20 pages (single-sided), inclusive of all exhibits, attachments, title pages, pages separations, table of contents, or other information. The Proposal Certification Page will NOT count towards the final page count.

Provide the following information in the order in which it appears below:

5.2. PROPOSALS

Provide in order the information as specified in sections 5.3., 5.4., 5.5., 5.6., and 5.7 below:

5.3. PROPOSED PROJECT(S)

Using the following table format, indicate which project or projects are included in your proposals:

Project Included in proposal*

Project 1: Choice Program Project 2: Aid and Assist Project 3: Mobile Crisis Response Team (MCRT) Project 4: Mental Health Center (MHC) Project 5: Intensive Care Coordination (ICC) Project 6: Older Adults *Any mark in this column, such as a checkmark or an “X”, indicates that the project is listed in the corresponding row shall be included in the proposal. Blank rows in this column shall indicate that the project listed in the corresponding row shall not be included in the proposal. The County shall, at its sole discretion, determine which project or projects are included with each proposal.

5.4 General Information (0-20 Points, Page Limit 2-3 plus Organizational Chart) Proposals must include the following general organizational information. Proposals that include

More than one Project shall only include one (1) “General Information” response. Please describe or provide:

• Organization’s mission statement and organizational goals.

• Organization’s history, relevant experience and capacity to provide peer support services of similar scope and type to those listed in the projects included in your proposal.

https://bidlocker.us/a/clackamascounty/BidLocker

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• Current relationships with system partners your organization may have such as, police, hospitals, and other community support organizations as relevant to the projects included in your proposal.

• Ability, if any, to document services electronically.

• Organizational Chart and a clear description of the management and governance of the organization. (Include as an attachment.)

5.5. Service Information:

Proposals must include the following information related to the provision of peer delivered support services.

Proposals that include more than one project must include a separate response to section “5.5.

A.”, “5.5. B.”, “5.5. C.”, and “5.5. D.” for each project that the proposal includes. For example a proposal that includes two (2) projects, must include two (2) separate responses (one for each project) including the information as specified in sections “5.5. A.”, “5.5. B.”, “5.5. C.” and “5.5. D.”.

A. Program design, strategy, and capacity (0-25 Points, Page limit 4)

Please describe the following:

• The service model being proposed that meets the needs of the individuals being served by the BHD team, and how this service model was decided upon.

• The role and responsibilities of the Peer Support Specialist(s) in the CCBHD team.

• The role of the Peer Support Specialist(s) in providing lived experience education, and supporting recovery-oriented service delivery within the CCBHD team.

• How organization will ensure that individuals are served in alignment with CCBHD commitments and expectations.

• Ability to provide culturally-responsive services including services to persons whose primary language my not be English.

• Potential challenges anticipated when embedding Peer Support Specialists into the CCBHD

Team, and how they will be managed/addressed, should they arise.

• The recommended number of unique individuals to be served by the Peer Support Specialist throughout the length of the contract and how this was determined.

• How potential capacity issues will be addressed.

• What is the length of stay in the program of individuals being served.

• How will transfers to another Peer Delivered Service program be handled, should individuals being served request longer term peer support.

B. Staffing Plan, Onboarding, Training and Development (0-25 Points, Page limit 3)

• How the organization identifies and assures that peer providers have lived experience relevant to the role of peer providers.

• Internal orientation/onboarding process for Peer Support Specialists and how it works collaboratively with the CCBHD team orientation process.

• Specific training provided by the organization Peer Support Specialists receive both prior to delivering services with the CCBHD team and ongoing professional development while in the role.

• Supervision procedures and support for staff.

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• Organization’s vision for the clarification of roles and the building of relationships/communication between Peer Support Specialists, their Peer-run Organization Supervisor and the CCBHD Team Supervisor.

• Organizational plan for addressing diversity and equity.

• Plan for back-up coverage in the event of a Peer Support Specialist or a Peer Support Specialist

Supervisor leaves, is on an extended leave, etc.

C. Quality Assurance (0-15 Points, Page limit 3)

• Organizational outcome measures, if established, and how they are measured and monitored.

• Organization’s process for protecting client confidentiality. Identify if the organization has a written policy addressing this topic.

• Organization’s process for handling internal and external grievances. Identify if the organization has a written policy addressing this topic.

• Organization’s process for ensuring continuous quality improvement.

• Plan for organizational sustainability.

D. Budget Proposal (0-15 Points, Page limit 2)

Please submit a detailed budget for each proposed project (e.g., if your proposal includes two (2) projects, submit two separate budgets – one for each project).

Each budget shall only include the proposer’s budget to deliver one project. Budgets shall not reflect the costs that assume multiple projects have been awarded. If multiple projects are awarded to a single proposer, any resulting budgetary adjustments shall be made in the course of contract negotiations.

Please review the sample contract and exhibits applicable to the project(s) included in your proposal to guide the formation of your budget. For example, if exhibits applicable to your proposed projects include allowable cost requirements, you might review them to ensure that your budget reflects a spending plan that is compliant with allowable cost requirements.

5.6. References

Provide three (3) references from clients your firm has served similar to the County…