3-SP-2026-0026 RFP for Psych Evaluation Services for Calaveras Court.pdf

SUPERIOR COURT OF CALIFORNIA,

COUNTY OF CALAVERAS

REQUEST FOR PROPOSALS

(Non-IT Services)

RFP NUMBER SP-2026-0026

PSYCHOLOGICAL EVALUATION SERVICES

RFP SP-2026-2026 p. 1

A. BACKGROUND / PURPOSE

The Superior Court of California, County of Calaveras (“Court”) is requesting proposals from well-qualified Proposers to provide psychological evaluation services. Interested and qualified Proposers who can demonstrate their ability to successfully provide the services described in this Request for Proposal (“RFP”) are invited to submit a proposal.

This is a fully electronic RFP process. All proposals must be submitted electronically on the Court’s Online Procurement Website at https://lacourt.bonfirehub.com/ (“Bonfire”). See the attached Court Online Procurement Procedures document for further information.

B. DESCRIPTION OF GOODS AND/OR SERVICES NEEDED

The Court seeks psychological evaluation services meeting the requirements set forth in the Statement of Work.

C. RFP TIME-LINE

The Court has developed the following list of key events related to this RFP. The listed dates are not binding upon the Court and subject to change at the discretion of the Court. Changes to the listed dates will be posted on Bonfire or on the Court’s website.

EVENT DATE

RFP Issued See Bonfire for exact date

Virtual Pre-Bid Conference See Bonfire for exact date

Deadline for Submission of Questions See Bonfire for exact date

Proposal Due Date (Late proposals will not be accepted by the Court)

See Bonfire for exact date

Proposal Evaluations Process Month of November, 2026 (estimated)

Interviews (Optional, at the Court’s discretion) Month of November, 2026 (estimated)

Notice of Intent to Award Month of November, 2026 (estimated)

Project Target Start Date Month of November, 2026 (estimated)

D. RFP PACKET ATTACHMENTS

1. Statement of Work

Describes in detail the specific services for which proposals are being solicited. Once a contractor has been selected, the Statement of Work will become part of the final Agreement.

https://lacourt.bonfirehub.com/

RFP SP-2026-2026 p. 2

2. Cost Proposal

Proposer must complete and submit the Cost Proposal form where indicated on Bonfire.

3. Court Online Procurement Procedures

These rules and procedures govern this solicitation and should be read carefully by Proposer.

4. Terms and Conditions

Proposers are encouraged to carefully review the Model Agreement, which includes the Court’s Standard Business Terms and Conditions. Please note that the language may be subject to change.

Proposers are not required to sign the Model Agreement at this time. The contractor selected to provide services as a result of this RFP process will be required to sign the final version of the Model Agreement upon completion of the negotiation process.

Any proposed exceptions/modifications to the Model Agreement must be submitted on a red-line version of the Model Agreement with comments to substantiate each proposed exception/modification.

5. Required Forms

All forms posted on Bonfire must be completed and submitted electronically on Bonfire. The completed forms will become part of Proposer’s proposal.

E. MINIMUM REQUIREMENTS

Proposer must meet the minimum requirements listed below. Failure to comply with any one of the minimum requirements may be cause for disqualifying a proposal from further consideration. The Court may, in its discretion, waive minor deviations or defects. Only those proposals that are deemed as meeting the minimum requirements may be considered for a full evaluation and a possible contract award.

1. Proposal Submission Deadline. The proposal must be submitted on Bonfire on or before the Proposal Due Date. The Court will not accept proposals submitted by email, unless otherwise specified.

2. Experience and Capability. Proposer must have at least five (5) consecutive years documented experience in providing services similar to the ones being solicited, as described in this RFP. Such experience shall be documented by completing the Vendor Information Questionnaire on Bonfire.

3. Insurance.

The selected contractor must procure and maintain the insurance coverages as indicated below.

The Court Standard Business Terms and Conditions 4.0 describes the Court’s specific insurance requirements.

☐ Standard Business Terms and Conditions 5.0, Section 22.2 Insurance Requirements – Specific Coverages

☒ Workers Compensation/Employer’s Liability ☒ Commercial General Liability

RFP SP-2026-2026 p. 3

☒ $1 million per occurrence and $2 million annual aggregate ☒ Commercial Automobile Liability ☒ Professional Liability

☒ $1 million per occurrence and $2 million annual aggregate ☒ Sexual Misconduct

4. Business License and Certifications. Upon request of the Court, Proposer must submit copies of any current business licenses, professional licenses, certificates or other credentials required by the nature of the contract work to be performed by Proposer.

5. Category Election. Proposers shall indicate in their proposals the categories for which they seek qualification and provide supporting qualifications and experience for each category. A Proposer need not qualify for every category.

Category Proposer Seeks Qualification? (Yes/No)

A — Competency Evaluations (PC §§ 1367–1369)

B — Specialized Criminal Forensic Evaluations (PC § 288.1 and related)

C — Other Court-Ordered Forensic Evaluations

6. The Court may award agreements to multiple vendors and may qualify a vendor for one, several, or all categories based on demonstrated qualifications, responsiveness, responsibility, pricing, and other evaluation criteria identified in the RFP.

7. Qualifications. The Court intends to establish a pool of multiple, qualified forensic evaluators. The Court may award agreements to one or more responsive and responsible Proposers. A Proposer may be qualified for one or more service categories. No Proposer is required to be qualified for every category. The Court does not guarantee any minimum number of assignments, minimum volume of work, or minimum compensation.

8. Required Forms. Proposer must complete and submit all Required Forms as directed.

F. TECHNICAL PROPOSAL

In preparing its proposal, Proposer should do so in its own words and take care not to simply copy the language in the RFP. Specific information is requested from all Proposers to ensure that the proposals can be fairly compared in a standard manner. Only that information which is contained in the proposal will be evaluated. Incomplete or inaccurate information may result in disqualification of the proposal.

1. Executive Summary. Provide an Executive Summary of your proposal. The Executive Summary should be a high‐level, general overview of how Proposer intends to accomplish the requirements of this RFP. The Executive Summary should demonstrate the Proposer’s understanding of the requirements. The Executive Summary must also address how Proposer meets the minimum requirements.

RFP SP-2026-2026 p. 4

2. Work Plan for Providing the Requested Services. Provide a detailed Work Plan, which must include a proposed method for completing the work set forth in the Statement of Work. The following items must also be included in the technical proposal:

a. Identify each service category for which the Proposer seeks qualification.

b. Provide the name, professional license type and number, and qualifications of each proposed evaluator.

c. Describe relevant forensic education, training, and experience for each requested category.

d. Provide competency-evaluation training and experience documentation if seeking Category A.

e. Provide documentation demonstrating compliance with Penal Code § 1027 for any evaluator proposed for PC § 288.1 services.

f. Describe availability, geographic service area, and typical report turnaround time.

g. Identify any limitations on the types of evaluations the Proposer can perform.

3. Staff Qualifications. For each key staff member provide a resume describing the individual’s background and experience, as well as the individual’s ability and experience in conducting the proposed activities.

4. Business License and Certification. Proposer must submit a copy of all business or professional licenses or certificates required by the nature of the services to be performed and held by Proposer (i.e. California State Board of Equalization Seller’s Permit and Business License).

5. Required Forms. Proposer shall complete and submit all Required Forms posted on Bonfire where indicated on Bonfire.

G. COST PROPOSAL

1. Proposer shall submit on Bonfire, where indicated, its pricing for the services described in the Statement of Work.

2. In calculating pricing to be offered, Proposers are cautioned to include all costs associated with providing the service.

3. The Court is intentionally not establishing a fixed standard evaluation fee in the Statement of Work. Proposers shall submit their own pricing structure for the services they propose to perform.

Pricing shall be sufficiently detailed to allow the Court to compare proposals and determine the total anticipated cost of each service category.

a. Proposers shall identify a proposed fee or pricing methodology for each service category for which they seek qualification.

b. Proposers shall clearly identify what services are included in the proposed base evaluation fee or rate. Services listed in SOW Section A.1 shall be included in the base evaluation fee for Category A.

RFP SP-2026-2026 p. 5

c. Proposers shall separately identify proposed rates for testimony, depositions, supplemental reports, extraordinary record review, specialized testing, travel, and other potentially compensable services.

d. Proposers shall identify any minimum charges, cancellation fees, hourly rates, travel rates, or other pricing conditions.

e. Compensation shall be governed by the awarded proposal and resulting agreement; no additional compensation shall be payable unless authorized under those documents.

H. EVALUATION OF PROPOSALS

1. The Court shall evaluate the proposals using the criteria set forth in the table below. An award, if any, will ultimately be made to the highest scoring proposal pool.

2. If a contract will be awarded, an Intent to Award Notification will be posted on the Court’s website at http://www.calaveras.courts.ca.gov/info/media/rfp.

EVALUATION CRITERIA PERCENT WEIGHTED

Experience on Similar Assignments 10%

Credentials of Proposer’s Personnel to be Assigned to the Project 30%

Quality of Work Plan Submitted 20%

Cost 40%

Disabled Veteran Business Enterprise 3%

I. ADDITIONAL PROVISIONS

1. Cooperative Agreement (“Piggybacking”). Following discussion and consideration by the Court and the successful bidder/proposer, the “piggybacking clause,” provided in the Model Agreement, may be included in the final form of the Agreement if mutually desired.

2. Disabled Veteran Business Enterprise (“DVBE”) Preference.

a. The Court has established rules and procedures for its DVBE program. Qualified Proposers wishing to claim the DVBE incentive should refer to the DVBE Rules and Procedures for further information. The Court’s DVBE Rules and Procedures can be located at the following website:

https://www.lacourt.ca.gov/pages/lp/procurement/tp/shared-procurement-services-sps-program/cp/socioeconomic-programs-for-the-sps-program

b. A Proposer will receive the DVBE incentive if, in the Court’s sole discretion, Proposer has met all applicable requirements. If Proposer receives the DVBE incentive, the final score of its proposal will be increased (for evaluation purposes only) by an amount equal to 3% the total possible available points.

http://www.calaveras.courts.ca.gov/info/media/rfp https://www.lacourt.ca.gov/pages/lp/procurement/tp/shared-procurement-services-sps-program/cp/socioeconomic-programs-for-the-sps-program https://www.lacourt.ca.gov/pages/lp/procurement/tp/shared-procurement-services-sps-program/cp/socioeconomic-programs-for-the-sps-program

RFP SP-2026-2026 p. 6

3. Generative Artificial Intelligence (GenAI)

a. Definitions.

“Artificial intelligence” or “AI” means technology that enables computers and machines to reason, learn, and act in a way that would typically require human intelligence.

“Generative Artificial Intelligence” or “GenAI” means an artificial intelligence system that can generate derived synthetic content, including text, images, video, audio, code, and data visualizations, that emulates the structure and characteristics of the system’s training data.

b. In its proposal, Proposer must notify the Court if Proposer’s goods or services contain or utilize GenAI (or will contain or utilize GenAI), or if GenAI is or will be included in any services, goods, or deliverables that materially impact:

1) Functionality of a Court system (i.e., the work using GenAI could have a significant, substantial effect on the system’s data integrity, availability, confidentiality, or security, and failure to perform such work in accordance with the contract could cause major disruptions to court operations);

2) Risk to the Court (i.e., the work using GenAI could have a significant, substantial effect on the Court’s operations, finances, security, or reputation, and failure to perform such work in accordance with the contract would constitute a high likelihood of damage to the JBE); or

3) Contract performance (i.e., when failure to conduct work which uses GenAI in accordance with the contract would constitute a material breach of contract).

c. Proposer’s failure to disclose GenAI to the Court may result in disqualification (at the Court’s sole discretion), and the Court reserves the right to seek any and all relief it may be entitled to as a result of such non-disclosure.

d. The Court reserves the right to incorporate GenAI-related provisions into the final contract and to reject bids/offers that present an unacceptable level of risk to the Court, as determined by the Court in its sole discretion.

4. Multiple Awards. The Court reserves the right, but is under no obligation, to award multiple contracts to more than one vendor under this RFP. If multiple awards are made, the Court will not be obligated to procure any minimum amount of Work under such contracts executed under this RFP.

RFP SP-2026-2026 p. 7

ATTACHMENT A – STATEMENT OF WORK (SOW)

I. PURPOSE

The Superior Court of California, County of Calaveras (“Court”) requires qualified, independent, and objective forensic psychological and psychiatric professionals to provide court-ordered evaluations in criminal proceedings and, where separately authorized, other court-ordered forensic matters within the evaluator’s professional qualifications. This Statement of Work (SOW) establishes the technical requirements for a multi-vendor qualified evaluator pool.

II. AUTHORITY AND APPLICABLE REQUIREMENTS

▪ Penal Code §§ 1367–1369 and related competency statutes.

▪ California Rules of Court, rule 4.130, concerning initiation and administration of mental competency proceedings.

▪ California Rules of Court, rule 4.131, concerning formal competency evaluations and reports.

▪ Penal Code § 288.1, concerning the required report on the mental condition of a defendant convicted of specified offenses before suspension of sentence.

▪ Penal Code § 1027, to the extent its qualification requirements apply to an evaluator performing a Penal Code §

288.1 evaluation.

▪ Applicable State Department of State Hospitals competency-evaluation education and training requirements and guidance, to the extent applicable.

▪ Any applicable Court order appointing or requesting an evaluation.

▪ All applicable California statutes, California Rules of Court, professional licensing requirements, confidentiality requirements, and other legal requirements governing the assigned evaluation.

III. SCOPE OF SERVICES

The Court anticipates using the qualified evaluator pool for the following service categories. Proposers shall identify each category for which they are qualified and experienced. The Court may award a Proposer for one, several, or all categories.

Category Primary Authority Description

A — Competency Evaluations

Penal Code §§ 1367– 1369; CRC rules 4.130– 4.131

Evaluation of a defendant’s mental competence to stand trial, including the statutory questions and reporting requirements applicable to the assignment.

B — Specialized Criminal Forensic Evaluations

Penal Code § 288.1 and other specifically authorized criminal forensic matters

Forensic psychological or psychiatric evaluations addressing a statutorily defined or Court-ordered mental-condition question other than competency to stand trial.

RFP SP-2026-2026 p. 8

Category Primary Authority Description

C — Other Court-Ordered Forensic Evaluations

Applicable California law and specific Court order

Other forensic psychological or psychiatric evaluations within the evaluator’s license, training, experience, and demonstrated qualifications, when specifically authorized by the Court.

A vendor’s qualification in one category does not imply qualification in another. The Court will assign work only within the category or categories for which the evaluator has been qualified.

IV. CATEGORY A — COMPETENCY EVALUATIONS

For competency assignments, the Evaluator shall comply with Penal Code §§ 1367–1369, applicable California Rules of Court, the Court’s appointment order, and other applicable legal requirements. The evaluation shall address the defendant’s present ability, as applicable, to understand the nature and purpose of the criminal proceedings and to rationally cooperate with and assist counsel in the conduct of the defense, and whether any such inability results from a mental disorder or developmental disability.

A.1 Standard Services

▪ Review reasonably available court, criminal-history, medical, psychiatric, mental-health, custody, and other collateral records necessary to formulate the opinion.

▪ Personally examine and interview the defendant using appropriate forensic interview and assessment methods.

▪ Assess relevant mental status, psychiatric symptoms, cognition, orientation, memory, attention, concentration, thought processes, perception, insight, judgment, and functional abilities.

▪ Assess the defendant’s understanding of the criminal proceedings, courtroom roles, charges, potential consequences, and ability to communicate relevant information to and consider advice from counsel.

▪ Identify and analyze current mental-health diagnoses or diagnostic impressions, when applicable.

▪ Assess malingering, exaggeration, or feigning when clinically or forensically indicated.

▪ Prepare a formal written competency evaluation report satisfying the requirements of applicable law and California Rules of Court, including current Rule 4.131 requirements.

▪ Provide an opinion, with explanation, as to whether cause exists to suspect that the defendant may have a developmental disability, as required by California Rules of Court, rule 4.131.

A.2 Conditional / Statutorily Applicable Services

▪ Psychological, cognitive, neuropsychological, or competency-specific testing when clinically and forensically appropriate.

▪ Restoration-of-competency analysis, including treatment and likelihood of restoration, when required by applicable law or the Court’s order.

▪ Developmental Disability Determinations. The determination of whether a defendant has a developmental disability, as defined in Welfare and Institutions Code § 4512, is made by the regional center director or designee when appointed by the Court under Penal Code § 1369, and is outside the scope of this agreement. The Evaluator is not required to determine regional center eligibility. The Evaluator's obligation regarding developmental

RFP SP-2026-2026 p. 9 disability is limited to the cause-to-suspect opinion required under Section A.1 and to addressing, within the competency opinion, whether any incompetence results from a mental disorder or developmental disability.

▪ Medication-related opinions when required by applicable law or Court order and within the Evaluator’s professional license, training, and expertise.

▪ Mental-health diversion opinion when required by applicable law and applicable to the assignment.

▪ Grave-disability opinion when required by applicable law or Court order and within the Evaluator’s qualifications.

V. CATEGORY B — SPECIALIZED CRIMINAL FORENSIC EVALUATIONS

Category B includes evaluations under Penal Code § 288.1 and other specifically authorized criminal forensic evaluations that are not competency evaluations. The Evaluator shall perform only evaluations for which the Evaluator meets the applicable statutory and professional qualification requirements.

▪ For Penal Code § 288.1 assignments, satisfy the qualification requirements of Penal Code § 1027.

▪ Review relevant case, court, criminal-history, medical, psychiatric, treatment, and other collateral records reasonably necessary to formulate the opinion.

▪ Personally examine and interview the defendant.

▪ Assess and report on the defendant’s mental condition as specifically required by Penal Code § 288.1 or the applicable Court order.

▪ Provide an independent professional opinion addressing the statutory question presented.

▪ Use psychological or psychiatric testing when clinically and forensically appropriate.

▪ Prepare and submit the required written report within the timeframe established by the Court’s order.

▪ Provide testimony concerning the evaluation when ordered or subpoenaed.

VI. CATEGORY C — OTHER COURT-ORDERED FORENSIC EVALUATIONS

The Court may request other forensic psychological or psychiatric evaluations when authorized by applicable law or Court order. The specific legal authority, question presented, evaluator qualifications, scope, deliverables, and applicable compensation shall be identified in the assignment or resulting agreement.

▪ Conduct only evaluations within the Evaluator’s professional license, training, education, and demonstrated forensic experience.

▪ Identify the specific forensic question presented and the applicable legal standard.

▪ Review reasonably necessary records and collateral information.

▪ Personally examine/interview the individual when appropriate to the assignment.

▪ Use appropriate clinical and forensic assessment methods.

▪ Prepare a written report addressing the specific question presented.

▪ Provide testimony when ordered or subpoenaed.

RFP SP-2026-2026 p. 10

VII. WRITTEN REPORT REQUIREMENTS

The Evaluator shall prepare a written report suitable for filing with the Court and appropriate to the assigned category.

The report shall satisfy the applicable statute, California Rules of Court, Court order, and professional requirements.

1. Evaluator’s name, professional license, and relevant professional qualifications.

2. Identification of the individual evaluated and the case.

3. Date, location, duration, and method of examination.

4. Purpose and scope of the evaluation.

5. Records, documents, digital media, and collateral information reviewed.

6. Summary of the examination and relevant observations.

7. Material statements made by the individual evaluated, as appropriate.

8. Testing or assessment instruments administered and relevant results, if applicable.

9. Diagnosis or diagnostic impressions, when applicable.

10. Analysis under the applicable statutory or forensic standard.

11. Opinion on the specific legal or forensic question presented.

12. Factual, clinical, and forensic basis for the opinion.

13. Limitations, uncertainties, or material gaps in information affecting the opinion.

14. Conclusions and recommendations, when appropriate.

15. Evaluator’s signature, professional designation, and date.

For Category A competency evaluations, the report shall additionally address all matters required by applicable law and California Rules of Court, including Rule 4.131 as in effect on the date of the evaluation. The Evaluator shall not state a bare legal conclusion without connecting clinical findings and functional observations to the applicable legal standard.

VIII. EXTRAORDINARY SERVICES

The following services shall not be presumed to be included in a Proposer’s standard evaluation price unless the Proposer expressly includes them in its proposed pricing. Any additional compensation shall be subject to the resulting agreement and any required prior written Court authorization.

▪ Additional examinations beyond those reasonably necessary for the standard evaluation.

▪ Extraordinary or unusually extensive record review.

▪ Specialized or extensive psychological or neuropsychological testing beyond the ordinary scope of the assigned evaluation.

▪ Supplemental reports requested after completion of the original report, other than minor factual corrections or clarifications.

▪ Re-evaluations or new evaluations following substantial changes in circumstances.

▪ Depositions.

▪ Court testimony, unless included in the Proposer’s standard pricing or otherwise authorized.

RFP SP-2026-2026 p. 11

▪ Extraordinary travel or other services not reasonably contemplated by the standard evaluation.

▪ Other services materially exceeding the scope of the assigned evaluation.

IX. TESTIMONY

When ordered or subpoenaed, the Evaluator shall appear and provide testimony concerning the evaluation, methodology, findings, and opinions. Testimony shall be limited to matters within the Evaluator’s professional qualifications, expertise, scope of licensure, and the evaluation actually performed. Compensation for testimony shall be governed by the awarded pricing and resulting agreement.

X. PROFESSIONAL INDEPENDENCE AND CONFLICTS

▪ The Evaluator shall perform all services independently and objectively and shall not advocate for the prosecution, defense, defendant, minor, probation, child welfare services, or any other party.

▪ The Evaluator shall disclose any actual, potential, or reasonably apparent conflict of interest before accepting an assignment.

▪ The Evaluator shall not accept an assignment when a conflict or prior professional relationship would materially impair, or reasonably appear to impair, the Evaluator’s independence.

▪ The Evaluator shall disclose any material limitation affecting the ability to complete an assignment objectively and within the required timeframe.

XI. CONFIDENTIALITY AND RECORD SECURITY

▪ Maintain the confidentiality and security of all records and information received in connection with an assignment.

▪ Comply with applicable federal and California privacy, confidentiality, records-retention, and Court requirements.

▪ Use secure methods for receiving, storing, transmitting, and disposing of Court information.

▪ Promptly notify the Court of any actual or suspected unauthorized disclosure or security incident involving Court information.

▪ Retain or destroy records only as authorized by the resulting agreement, Court direction, and applicable law.

XII. PROFESSIONAL QUALIFICATIONS

Proposers shall identify each individual proposed to perform services and the service categories for which the individual seeks qualification.

▪ Current California professional license appropriate to the services proposed, such as psychologist or physician/psychiatrist, as applicable.

▪ Training and experience in forensic psychological or psychiatric assessment.

▪ For Category A, demonstrated compliance with applicable statutory qualification requirements and current State Department of State Hospitals competency-evaluation education/training requirements or other qualifications permitted by applicable law.

RFP SP-2026-2026 p. 12

▪ For Category B, demonstrated experience conducting court-ordered criminal forensic evaluations, including experience addressing statutorily defined mental-condition questions; evaluators performing PC § 288.1 evaluations must meet Penal Code § 1027 requirements.

▪ For Category C, demonstrated training and experience corresponding to each specific forensic evaluation proposed.

▪ Ability to provide objective forensic opinions within the scope of professional licensure and expertise.

▪ Current professional liability insurance and other insurance required by the resulting agreement.

▪ Ability to meet Court deadlines and applicable statutory reporting requirements.

▪ Disclosure of any material disciplinary history, license restriction, or other circumstance affecting eligibility to perform the proposed services.

XIV. PRICING AND INVOICING

▪ Invoices shall identify the case, evaluation category/type, date(s) of service, evaluator, applicable rate, and authorized additional services.

XV. ASSIGNMENT AND ACCEPTANCE

▪ The Court may offer assignments to participating evaluators within the category or categories for which each evaluator has been qualified.

▪ Acceptance is subject to availability, professional qualifications, absence of conflicts, and ability to complete the evaluation within the required timeframe.

▪ The Court may consider category, evaluator qualifications and experience, availability, conflicts, geographic considerations, continuity, case requirements, pricing, and other factors identified in the RFP or resulting agreement.

▪ No award guarantees any minimum number of assignments, minimum amount of work, or minimum compensation.

▪ The Evaluator shall not subcontract, assign, or transfer an assignment without prior written Court approval.

XVI. DELIVERABLES

The primary deliverable is a completed written forensic evaluation report corresponding to the assigned service category. The report shall contain sufficient factual, clinical, and forensic analysis to permit the Court and authorized parties to understand the basis for the Evaluator’s opinion.

XVII. REPORT TIMING

The Evaluator shall complete and submit the report within the deadline specified in the Court’s appointment order or other written direction. If the Evaluator anticipates that the deadline cannot be met, the Evaluator shall promptly notify the Court and provide an estimated completion date.

RFP SP-2026-2026 p. 13

XVIII. COMPLIANCE WITH LAW

Nothing in this SOW limits the Evaluator’s obligations under applicable California law, the California Rules of Court, the Court’s appointment order, professional licensing requirements, or subsequent statutory or judicial requirements governing the applicable evaluation. If applicable law or Court rules change during the term of the agreement, the Evaluator shall perform assignments in accordance with the requirements applicable to the assignment at the time it is performed.

XX. PRIMARY AUTHORITIES

Authority Relevance

Penal Code §§ 1367–1369 Competency proceedings, evaluator appointment, examination, qualifications, and reporting.

California Rules of Court, rule 4.130 Initiation and administration of mental competency proceedings.

California Rules of Court, rule 4.131 Formal competency evaluation and report requirements.

Penal Code § 288.1 Mental-condition report required in specified cases before suspension of sentence.

Penal Code § 1027 Qualification requirements applicable to psychiatrists/psychologists performing specified statutory examinations, including § 288.1 matters.

Applicable State Department of State Hospitals competency-evaluation education/training requirements

Competency evaluator training and qualification considerations.

Applicable Court appointment order Assignment-specific scope, questions, deadlines, and deliverables.