Adult_Full_Service_Partnership_Services.pdf

COUNTY OF ORANGE

HEALTH CARE AGENCY

REQUEST FOR PROPOSAL (RFP)

FOR

ADULT FULL SERVICE PARTNERSHIP SERVICES

RFP NO. 042-2975303-DB

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/ocgov https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Orange RFP

Health Care Agency - Adult Full Service Partnership Services, 042-2975303-DB

County of Orange

Health Care Agency

Procurement and Contract Services

405 W. 5th Street, Suite 600

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release of RFP Solicitation December 11, 2025

Question Submission Deadline January 5, 2026, 4:00pm

Proposal Submission Deadline January 12, 2026, 4:00pm

Proposal Evaluations Anticipated to be conducted January 2026

Interviews with Top Ranked Firm(s) Anticipated to be conducted mid-February

405 W. 5th Street, Santa Ana, CA

Board of Supervisors Date Anticipated to be May 5, 2026

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Monday, January 12, 2026

4:00 pm

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. PROTEST PROCEDURES

SECTION 3. SCOPE OF WORK

SECTION 4. PROPOSAL SCORING CRITERIA

SECTION 5. OCLSB AND DVBE PREFERENCE POLICIES CERTIFICATION

REQUIREMENTS

SECTION 6. VENDOR RESPONSES

Attachments:

A - Model Contract

B - Budget Forms - ADULT FSP RFP

C - County of Orange Map of Regions

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

The County of Orange, Health Care Agency (hereinafter referred to as “County”), is soliciting proposals from qualified firms (hereinafter referred to as “Respondents”) to provide Adult Full

Service Partnership Services. Respondents must meet the minimum qualifications and requirements as set forth within the RFP and be capable of providing services identified in the

Scope of Work herein.

The proposed schedule below is subject to change. Any changes to the schedule for the RFP process will be issued to all Respondents via addenda on the County's eProcurement Portal.

This is a fully electronic Request for Proposals (RFP). Respondents must submit their proposals online via the County’s online bidding system. Only electronic proposals will be accepted.

Facsimile and e-mail proposals will NOT be allowed. For assistance on uploading proposals via

County’s eProcurement Portal, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/.

All questions or requests for interpretations must be received within this solicitation by Monday, January 5, 2026, before 4:00 pm as specified in the solicitation. Respondents are not to contact other County personnel with any questions or clarifications concerning this solicitation. Verbal clarifications or responses will not be considered binding.

Full Service Partnership (FSP) services are a Specialty Mental Health Services (SMHS) Medi-Cal covered benefit. FSP programs provide in person and in the field individualized, team-based care to individuals living with significant behavioral health needs through a “whatever it takes” approach. Individuals served benefit from a community-based, whole-person approach that is trauma-informed, recovery-focused, age-appropriate, and delivered in partnership with families or an individual’s natural supports.

FSP services in Orange County are provided to adults, ages 18-59, and older adults, ages 60+, who are living with a serious mental disorder (SMD) or co-occurring substance use disorders and have the most significant behavioral health needs.

Serious mental disorder (sometimes referred to as serious mental illness) means a mental disorder that is severe in degree and persistent in duration, that may cause behavioral functioning which interferes substantially with the primary activities of daily living, and which may result in an inability to maintain stable adjustment and independent functioning without treatment, support, and rehabilitation for a long or indefinite period of time. Serious mental disorders include, but are not limited to, schizophrenia, bipolar disorder, post-traumatic stress disorder, as well as major affective disorders or other severely disabling mental disorders. This does not exclude persons with a serious mental disorder and a diagnosis of a substance use disorder, developmental disability, or other physical or mental disorder.

FSP services must be provided in accordance with the Medi-Cal state plan for SMHS.

Additionally, on March 4, 2024, California voters approved Proposition 1, which transforms the https://procurement.opengov.com/login mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/

Mental Health Services Act (MHSA) into the Behavioral Health Services Act (BHSA). The BHSA reforms behavioral health care funding to prioritize services for people with the most significant mental health needs while adding substance use disorders (SUD) treatment, expanding housing interventions, and increasing the behavioral health workforce. The primary goals of BHSA are to improve access to care, increase accountability and transparency for publicly funded, county-administered behavioral health services, and expand the capacity of behavioral health care facilities across California. Welfare & Institutions Code (WIC) Section 5887, as amended by AB

348 (2025–26), requires each county to establish and administer a FSP program with specified services, eligibility criteria, step-down levels of care, and documentation requirements. Specified services include evidence-based practices (EBPs): Assertive Community Treatment (ACT), Forensic Assertive Community Treatment (FACT), and Individual Placement and Support (IPS) model for Supportive Employment, step-down FSP levels of care (i.e., Level 2 and Level 1), and co-occurring capability.

The proposals received from qualified organizations must conform to Medi-Cal requirements and BHSA standards and ensure that services meet managed care plan regulations, new statutory obligations, performance requirements and equity goals.

The Service Categories for this RFP are:

• Adults: ACT (Level 2), FSP ICM (Level 1) and IPS

• Adults: FACT (Level 2), FSP ICM (Level 1) and IPS

• Older Adults: ACT/FACT (Level 2) and FSP ICM (Level 1)

Respondent may submit a proposal to provide FSP services in one or more Service Category and must indicate which region(s) (North, South or Central) to which Respondent is proposing each

Service Category. For questions regarding composition of regions, please refer to Attachment C.

County may award a contract to one or more Respondent(s) in each Service Category, based on the needs of the population served and funding availability. Further, County may award one or more Service Categories and/or regions to one Respondent and may award a contract to a

Respondent for one or more of the Service Categories and/or regions in Respondent’s proposal, County reserves the right to award contracts in a manner that would cover multiple regions if

County determines it to be in its best interests. County expects the successful Respondent(s) to provide the services in accordance with the terms and conditions set forth in Attachment A, Model Contract. Services shall be provided using a Fee for Service (FFS) model of reimbursement and will include bundles.

1.1 INTRODUCTION

County may award a contract to one or more Respondent(s) in each Service Category based on the regional needs of the population served and funding availability. County expects the successful

Respondent (s) to provide services in accordance with the terms and conditions set forth in

Attachment A, Model contract. Services shall be provided using a Fee for Service (FFS) model of reimbursement and will include bundles.

Respondent may propose to provide more than one services category requested in this Request for

Proposal (RFP) and will indicate which region (North, South or Central) to which Respondent is proposing services. For questions regarding composition of regions, please refer to Attachment

C. If multiple contracts are made for a Service Category, County reserves the right to award the contracts in a manner that would cover multiple regions if County determines it to be in its best interests.

Service Categories include:

• Adults: ACT (Level 2), FSP ICM (Level 1) and IPS

• Adults: FACT (Level 2), FSP ICM (Level 1) and IPS

• Older Adults: ACT/FACT (Level 2) and FSP ICM (Level 1)

1.2 COUNTY HOLIDAYS DURING SOLICITATION PERIOD

During this solicitation period, the Health Care Agency will be closed on the following County holidays:

• November 27, 2025, Thanksgiving Day

• November 28, 2025, Day after Thanksgiving

• December 25, 2025, Christmas Day

• January 1, 2026, New Years' Day

• January 19, 2026, Martin Luther King Jr. Day

• February 12, 2026, Abraham Lincoln's Birthday

• February 16, 2026, Presidents' Day

1.3 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

A. Proposals are to be uploaded via the County's eProcurement Portal at https://procurement.opengov.com/portal/ocgov. For assistance on uploading proposals via County’s eProcurement Portal, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/ Note: Allow sufficient time to upload all required files. The County’s eProcurement Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 3:58:38 P.M.

and Part 3 is in progress of being uploaded at 4:00:01 P.M., Part 3 will not upload successfully.

B. Examine the RFP Documents and the site of the proposed work carefully before submitting a Proposal for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished https://procurement.opengov.com/portal/ocgov https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/ and as to the requirements of all RFP Documents.

County has attempted to provide all information available. It is the responsibility of each

Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Proposal. If any person contemplating submitting a response to this RFP is in doubt as to the true meaning of any part of the RFP documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Purchasing Agent (DPA) via the

County’s eProcurement Portal under the bid page for this RFP.

If clarification or interpretation of this RFP is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s eProcurement Portal. Any interpretation of, or correction to, this solicitation shall be issued by the DPA. It is the responsibility of each Respondent to periodically check the County’s eProcurement Portal to ensure that they have received and reviewed any and all addenda to this RFP.

County is not responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information. If an addendum is issued, Respondent must acknowledge the addendum via the County’s eProcurement Portal.

All questions or requests for interpretations must be received by Monday, January 5, 2026, before 4:00 pm. The DPA will provide all official communication concerning this

RFP. Any County response relevant to this RFP other than through or approved by the

DPA is unauthorized and will be considered invalid.

C. Proposals must be valid for a period of at least three hundred sixty-five (365) calendar days from the Proposal Submission Deadline. No Proposal may be withdrawn after the submission deadline.

D. Each Respondent must submit their proposal electronically via the County’s eProcurement

Portal.

E. All pages must be numbered and identified sequentially by section. Proposals must be tabbed and indexed in accordance with the information requested in the Section 6, Vendor

Responses Requirements Section. It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this solicitation shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

F. Proposals are not to be marked as confidential or proprietary. County may refuse to consider any Proposal so marked. All Proposals and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code

7920.000 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. County shall not be liable in any way for disclosure of any such records. Additionally, all Proposals shall become the property of County.

Respondents should not request that certain information be treated as exempt, and statements in the Proposals should not be marked as confidential or proprietary.

G. Each Respondent shall exercise reasonable care and diligence to avoid submitting a

Proposal that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to Respondent, Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in Proposal.

In the event Respondent has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for Respondent in regard to this

Project, Respondent should consult with its legal counsel prior to responding to this solicitation. Any Respondent who is found to have an actual conflict of interest may have its Proposal rejected on that ground.

Respondent, its employees and/or consultants may be subject to the provisions of the

California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of

Economic Interest (Form 700).

If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the

Contract by County. Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Section.

H. By submitting a Proposal, Respondent represents that it thoroughly examined County’s requirements, is familiar with the services required under this solicitation and is qualified and capable of providing the services to achieve County’s objectives.

I. Each Respondent must submit its Proposal in strict accordance with all requirements of this solicitation and compliance must be stated in the Proposal. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items on additional information section for County’s consideration as specified in the

Proposal Response Requirements Section, “Statement of Compliance.”

J. Pre-contractual expenses are not to be included in Attachment B: Budget Forms. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by

Respondent in: a) preparing its Proposal in response to this solicitation; b) submitting that

Proposal to County; c) negotiating with County any matter related to Respondent’s

Proposal; and d) any other expenses incurred by Respondent prior to the date of award and execution, if any, of the Contract.

K. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the solicitation. Failure to comply with the technical features and acknowledgment of receipt of addenda are common causes for holding a Proposal nonresponsive.

L. Where two or more Respondents desire to submit a single Proposal in response to this RFP, they must do so on a prime/subcontractor basis rather than as a joint venture. County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

M. County does not require and neither encourages nor discourages the use of lobbyists or other consultants for the purpose of securing business.

N. County requires a valid D-U-N-S number prior to Contract Award. If needed, Respondent may obtain one at no cost at www.dnb.com. If Respondent is unable to provide/obtain a D-U-N-S number, please indicate so in your proposal/bid submission response.

O. County requires a valid UEI number and full registration prior to Contract

Award. Respondent must obtain one at no cost at www.usfcr.com. If Respondent is unable to provide/obtain a UEI number, please indicate so in your proposal submission response.

P. Effective from the issuance date of this RFP until a Contract is awarded or the RFP is withdrawn, all individuals or entities responding—including their employees, agents, representatives, proposed partners, subcontractors, members, lobbyists, or attorneys

(collectively "Respondents")—are prohibited from engaging in any direct or indirect communication with County personnel involved in the selection process, except with the designated DPA. Respondents may continue conducting business with County on matters unrelated to this RFP and may communicate with County staff, provided the solicitation is not discussed. Any attempt to engage in discussion regarding this RFP with anyone other than the designated DPA will be presumed to create an unfair competitive advantage and may result in disqualification.

1.4 MINIMUM SUBMISSION REQUIREMENTS

Please keep in mind this RFP is for three different Service Categories:

A. Adult ACT (Level 2) FSP ICM (Level 1) and IPS, B. Adult FACT (Level 2) FSP ICM (Level 1) and IPS, and http://www.dnb.com/ http://www.usfcr.com/

C. Older Adult ACT/FACT (Level 2) and FSP ICM (Level 1).

Respondent may submit a proposal for one or more Service Categories in one or more regions.

All timely submitted Proposals first will be evaluated by the DPA for the minimum submission requirements set out below. The minimum submission requirements must be met for a Respondent to be considered as an eligible candidate to be evaluated for the requested services described in this RFP. Should any of this information be missing, Respondent may be deemed non-responsive.

Respondents only need to upload required documents once. These qualifications must be maintained during the term of any resultant contract.

Respondent's Proposal shall meet the following minimum submission requirements to proceed to the Evaluation Process Stage:

*Please note: These minimum qualifications must be verified for the Proposal to be deemed responsive. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the solicitation.

A. Agree to the Medi-Cal Reimbursement Rates shown in subsection 3.9 of this RFP

B. Have a minimum of five (5) years of experience delivering FSP and/or WRAParound services

C. In order to be eligible to enter into a contract with County, an individual or entity must not be listed on the current Cumulative Sanction List of the Office of the Inspector General

(U.S. Department of Health and Human Services) or the General Services Administration’s list of parties excluded from federal programs, or the California Medi-Cal Suspended and

Ineligible Provider List. Accordingly, County will not review any proposal submitted by an individual or entity found to be on any of these lists and the proposal will automatically be rejected. County will notify Respondent of this determination in writing. County plans to use the following databases to identify individuals and entities that are not eligible to contract with County:

1. https://exclusions.oig.hhs.gov/

2. https://sam.gov/search/

3. Medi-Cal Suspension Search Database

4. Social Security Administration’s Death Master File

D. It is the sole responsibility of all respondents to verify that they are not on any of these lists prior to preparing, and submitting, a proposal in response to this RFP. Correction of any errors found on any of the lists, above, is the sole responsibility of Respondent and must be made prior to submission of the proposal.

https://exclusions.oig.hhs.gov/ https://sam.gov/search/

E. In addition, in order to be eligible to enter into a contract with County, an individual or entity must not have any pending charge(s) or conviction(s) for violation of criminal law(s) and/or any sanction(s) or disciplinary action(s) imposed or taken against them by any federal or state law enforcement, regulatory or licensing agency or body, including exclusion from Medicare and Medicaid programs. Accordingly, all respondents must self-disclose with explanation or deny the existence of this information pertaining to their principals, executives, and managers directly involved with the performance of the services solicited herein.

F. Have the ability to do business in Orange County, California;

G. Complete all required in Section 6 Vendor Responses of the RFP;

H. Provide all of the following documents. Include an index of all the documents included, and an explanation for any document requested but not provided.

1. If Incorporated

a. Articles of Incorporation executed by the Secretary of State, including all amendments

b. By-laws, including all amendments

c. Board of Directors resolution empowering a Corporate Officer either by title or individual name, to act on behalf of the organization by his/her signature alone.

(If applicable)

2. If not incorporated: Documentation empowering an Authorized Representative to act on behalf of the organization by his/her signature alone.

a. Fictitious Business Name statement filed with the County Clerk and proof of publication

b. Partnership papers and/or joint venture contracts

c. Evidence of federal/state tax status

d. Business License/Certifications/Conditional Use Permits (CUP)

e. Table of Contents from the organization's policies and procedures manual covering daily operations and emergency procedures (medical, fire, etc.). If a policies and procedures manual does not exist, provide a plan and time frame for development.

f. Corporate organizational chart that includes all programs, identifies the relationship of the proposed program to the overall organization, and identifies the reporting relationship of each staff position.

3. Recent financial statement prepared by an independent Certified Public Accounting

(CPA) firm.

4. Any audits, reviews, or inspection reports completed by a CPA firm, regulatory agency

(e.g., Occupational Safety and Health Administration), or other government agency within the last 12 months.

5. A description of any active litigation and resolution, performance issues and/or audit or review of any contractual documents (e.g., invoices, units of service reports, etc.)

within the last five (5) years that resulted in a corrective action plan, reimbursement of money to funder, investigation, and/or termination of any agreements or contracts between your organization and the County of Orange, other government entity, and/or private organization. Provide a copy of a letter from your organization’s attorney and/or in-house legal counsel concerning the status of lawsuits and pending litigation for the most recent year. IF THERE ARE NONE, PLEASE STATE SUCH IN THE

SUBMITTAL RESPONSE. For each litigation and or performance issue include:

a. The type of contracts, contract term (dates), funding amount and services provided.

b. The issues and circumstances.

c. How and when the issues were resolved.

d. Your organization’s plans to ensure that the issues will not re-occur in future contracts.

6. Attach detailed information regarding past, current, or threatened litigation, liens, or claims (including claims filed or pending with Financial Industry Regulatory Authority and/or with the Security Exchange Commission) within the past five (5) years involving your company, or any company your company holds a controlling interest in, or any company that holds an interest in your company, or any of the principal officers of your company that has also involved the County of Orange or any of its officers or agencies.

Proposals deemed to meet all minimum submission requirements will move to the Evaluation

Process Stage.

1.5 EVALUATION PROCESS

Proposals deemed to meet all minimum submission requirements will be scored based on the established evaluation criteria and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each Proposal, based upon

Respondent(s) submitted written materials.

Proposals shall be evaluated, per Service Category, by an Evaluation Panel of job knowledge experts on the basis of responsiveness to the requirements of this RFP. County may request clarifications, or otherwise verify the contents of the Proposal, including information about

Respondent and sub-contractors.

The scoring is based on evaluation of the Proposal as measured against the Proposal Scoring

Criteria, which includes County of Orange Procurement Preference Policy, in accordance with

Sections 1.8-103 and 4.3-112 of the 2024 County Contract Policy Manual (CPM). A copy of the

2024 CPM can be found at https://cpo.ocgov.com/cpm. Proposals will be evaluated from the most advantageous to the least advantageous to the County.

Evaluation Process Stage

The evaluation process stage may be conducted in two phases. Phase 1 will be an evaluation of the written proposal based on the evaluation criteria for all Respondents and Phase 2 will be an evaluation of the interview/presentation for only the highest-rated Respondents in Phase 1 that are invited to participate in Phase 2. The Evaluation Panel has the right to determine whether to conduct Phase 2 and the number of Respondents who will participate in Phase 2 if it is conducted.

Please note that contract award for each Service Category will be made to the responsible

Respondent whose proposal is most advantageous to County, taking into consideration the applicable evaluation criteria. Cost Proposal as an evaluation criterion does not require County to select respondent with the lowest cost proposal.

The Evaluation Panel will conduct the following evaluation process one time for each Service

Category. The scores for each Service Category is independent of, and will have no impact on, the scores for the other Service Category.

Phase 1:

In Phase 1, written proposals will be scored by the Evaluation Panel using the established weighted criteria set out in Section 4. Proposal Scoring Criteria, which have been assigned points before the submission of proposal that measure the responsiveness to each criterion, for each Region in the

Proposal. This means a Respondent’s proposal may be evaluated up to two times (once for each

Service Category) depending on the number of Service Categories submitted in the proposal.

The Evaluation Panel will evaluate the written materials solely on the quality of the responses to all questions and requirements of this RFP using the evaluation criteria. The total number of points earned for all criteria for the Service Category proposed will be tallied for each proposal, and the proposals will be rank-ordered based upon the points earned for that Service Category.

Phase 2:

If the Evaluation Panel decides to conduct Phase 2 for one or more Service Category, then the selected highest-ranked Respondent(s) from Phase 1 for that Service Category will be invited to participate in Phase 2. In Phase 2, Respondents must provide an oral interview/presentation on https://cpo.ocgov.com/cpm their proposed services. Respondents must be prepared to travel to County at their own expense to make their interview/presentation within five (5) business days after notification by the DPA.

Respondents must be prepared to discuss all aspects of their proposals in detail, including answering technical questions. Respondents are not allowed to alter or amend their proposal during the interview/presentation process.

Respondents may have up to three total scores (one for each Service Category) depending on the number of Service Categories submitted in the proposal. The total score for each Service Category shall be as follows:

Written Proposal Scoring: 900 points maximum

See "Proposal Scoring Criteria" section for categories and points.

Presentation/Interview Scoring: 100 points maximum

County reserves the right to conduct, or not to conduct, oral interviews/presentations with the highest-ranked Respondent(s). The decision whether to conduct oral interviews/presentations exists solely with County, and the decision of the DPA is final.

Please note that, if the Evaluation Panel does not conduct Phase 2 for a Service Category, the total score for all Respondents is the points awarded in Phase 1. If the Evaluation Panel does conduct

Phase 2, Respondents that County elects not to invite to participate in Phase 2 will not have a total score for that Service Category.

1.6 SELECTION/AWARD PROCEDURES

Upon the completion of the evaluation process, per Service Category, the Evaluation Panel will make a recommendation for an award to the County’s DPA for award of a contract to a

Respondent(s) for:

• Adult: ACT (Level 2), FSP ICM (Level 1) and IPS

• Adult: FACT (Level 2), FSP ICM (Level 1) and IPS

• Older Adult: ACT/FACT(Level 2) and FSP ICM (Level 1)

If multiple contracts are made for a Service Category, County reserves the right to award the contracts in a manner that would cover multiple regions if County determines it to be in its best interest. Final award determination shall be subject to reference checks and past performance.

The Model Contract contained in this RFP is the contract proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this

RFP, including special conditions and requirements and those added by addendum, necessary attachments and/or exhibits, and to reflect Respondent’s Proposal and qualifications. Any additional exceptions to the terms and conditions made by any Respondent after submission of its

Proposal may result in its elimination from further consideration.

Exceptions to the terms and conditions of the proposed contract or the statements regarding

Respondent’s inability to comply with any of the provisions thereof are to be declared in the response to the RFP in Section 6 VENDOR RESPONSES - Statement of Compliance.

Negotiations may or may not be conducted with the finalist(s); therefore, the Proposal submitted should contain Respondent(s) most favorable terms and conditions for each Service Category, since the selection and award may be made without further discussion or need for clarification.

County will enter into negotiations with the selected Respondent and award a contract upon completion of negotiation of fees and contract terms. The award requires approval by the County

Board of Supervisors.

If a satisfactory contract cannot be negotiated in a timely manner, County, in its sole discretion, may terminate negotiations with the selected Respondent and begin negotiations with the next

Respondent.

1.7 RIGHTS RESERVED TO COUNTY

County reserves the right to:

A. Make use of any information or ideas in the Proposals submitted.

B. Request proposal revisions and hold discussions and negotiations with any Respondent as necessary to serve the best interests of the County.

C. Seek publicly available information about the Respondents.

D. Conduct, or not to conduct, oral interviews and/or presentations with the highest-ranked

Respondent(s) and additional Respondents.

E. Waive, at its discretion, any procedural, non-material defects, irregularity, or informality, which County deems correctable or otherwise not warranting rejection of the proposal that do not result in any unfair competitive advantage. Any waiver will not excuse a

Respondent from full compliance.

F. Verify and validate any information prior to Contract Award and during the entire term of the contract.

G. Negotiate the final contract with any Respondent(s), including pricing/fee schedule, as necessary to serve the best interests of the County;

H. Withdraw or cancel in part or in its entirety this solicitation at any time without prior notice and furthermore makes no representations that any contract will be awarded to any

Respondent responding to this solicitation;

I. Award its total requirements for each Service Category to one Respondent or to apportion those requirements among two or more Respondents and to award contracts to

Respondent(s) on all or some of the Service Category set forth in their proposals, as County may deem to be in its best interests;

J. Reject any Proposal if it is conditional, incomplete or deviates significantly from the services requested in this solicitation;

K. Request Best and Final Offer for each Service Category from any Respondent determined to be within the competitive range. Unless requested by County, late Best and Final Offers will not be accepted by County for any reason. In addition, negotiations may or may not be conducted with Respondents.

L. Make multiple awards to Respondent(s) for services requested in this solicitation, at its sole discretion, to serve the best interests of the County.

M. Defer award of this contract for a period of 180 days after the solicitation opening. During this period of time, Respondent shall guarantee the prices quoted in their Proposals. County and the lowest responsive, responsible Respondent may mutually agree in writing to a longer deferral period.

1.8 CONTRACT TERM AND FUNDING AVAILABILITY

County plans to contract with qualified organizations to provide the services described in this RFP and reserves the right to make multiple awards to Respondents for services requested in the RFP.

At the discretion of County, the initial term of the contracts resulting from this RFP may be renewed for an additional term or terms. Any renewal is contingent upon available funding, contractor performance, need for services, and County policies.

Successful Respondents are expected to accept the terms and conditions of Attachment A - Model

Contract, which contains the contracting requirements between County and Respondent regarding the provision of services solicited under this RFP.

Contracts resulting from this RFP shall be a cooperative contract and may be utilized by all County of Orange departments.

The provisions and pricing of any contract resulting from this RFP will be extended to other governmental entities. Governmental entities wishing to use the contract will be responsible for issuing their own purchase documents, providing for their own acceptance, and making any subsequent payments. Respondent shall be required to include in any subordinate contract entered into with another governmental entities pursuant to the contract, a contract clause that will hold harmless the County of Orange from all claims, demands, actions or cause of actions of every kind resulting directly or indirectly, arising out of, or in any way connected with, the use of the contract.

Failure to do so will be considered a material breach of the contract and grounds for immediate contract termination. Respondent is responsible for providing each governmental entity a copy of the contract upon request. County makes no guarantee of usage by other users of the contract.

Respondent shall be required to maintain a list of County of Orange departments and governmental entities using the contract. The list shall report dollar volumes spent annually and shall be provided on an annual basis to County, at County’s request.

Subordinate contracts must be executed prior to the expiration or earlier termination of the contract and may survive the expiration of the contract up to a maximum of one year; however, in no case shall a subordinate contract exceed five (5) years in duration.

The contracts awarded through this RFP will be based on successful negotiations and County of

Orange. The funding source for these services consists of Medi-Cal Full Financial Participation through a Fee for Service contract and MHSA funds for flexible funding that is linked to individualized client care plans. The successful Respondent must accept the rates for services based off the DHCS rates for 2026-27. Any contracts resulting from this RFP are contingent upon sufficient funds being made available by federal, state, and/or county governments for the term of the contracts. County reserves the right to revise the contract terms stated in this RFP. Start-up funds are not available for these services.

1.9 TITLE VI SOLICITATION NOTICE

The County of Orange, in accordance with the provisions of the Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all

Respondents that it will affirmatively ensure that any contract entered into pursuant to this advertisement, will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

1.10 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9/W-8 REQUIREMENTS

Effective June 3, 2006, all contractors, entering into a contract with County, who are not already established in Countywide ERP System as an Auditor-Controller vendor, must submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform Respondent, at the time of award, if the Form W-9 or W-8 is required.

In order to comply with this County requirement, within ten (10) days of notification of selection of award of contract but prior to official award of contract, the selected Respondent agrees to furnish to Contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

1.11 LEVINE ACT REQUIREMENT

Effective January 1, 2023, all contractors entering into a contract with the County, must submit the Campaign Contribution Disclosure Form for any contributions made on or after January 1, 2023. In order to comply with this requirement, Respondent agrees to furnish the required

Campaign Contribution Disclosure Information form as a required submittal with its Proposal.

Failure to include the form as required will render the Proposal nonresponsive.

SECTION 2. PROTEST PROCEDURES

PROTEST PROCESS

All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

A. The name, address, and telephone number of the protestor;

B. The signature of the protestor or the protestor’s representative;

C. The solicitation or contract number;

D. A detailed statement of the legal and/or factual grounds for the protest; and, E. The form of relief requested.

Protest of Solicitation Specifications:

A. All protests related to solicitation specifications must be submitted to the Deputy

Procurement Agent (DPA), Debbie Box at dbox@ochca.com, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five

(5) business-day deadline will not be considered by the County.

B. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a bid/response prior to the close of the solicitation in accordance with the solicitation submittal procedures provided in this solicitation.

Protest of Award of Contract:

A. Protests related to the award of a contract must be submitted to the Deputy Procurement

Agent, Debbie Box at dbox@ochca.com, no later than five (5) business days after the

Notice of Intent to Award is provided by the DPA.

B. Protests relating to a proposed contract award received after the five (5) business day deadline will not be considered by the County.

Protest Process

A. In the event of a timely protest, the County shall not proceed with the solicitation or award of the contract until the DPA issues a decision on the protest.

B. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

C. The County may, after providing written justification, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the

County. The award of a contract shall in no way compromise the protester’s right to the protest procedures outlined herein.

D. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the

Procurement Appeals Board, in accordance with the process stated below.

APPEALS PROCESS

A. If the protestor wishes to appeal the protest decision of the Deputy Procurement Agent, the protestor must submit, within three (3) business days from receipt of the Deputy

Procurement Agent’s decision, a written appeal to the Office of the County Procurement

Officer.

Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

B. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the appeal, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the appeal shall be forwarded to the Procurement Appeals Board.

C. The decision of the County Procurement Officer on whether to allow the appeal to go forward will be final and there shall be no right to any administrative appeals of this decision.

SECTION 3. SCOPE OF WORK

3.1 GENERAL INFORMATION:

The County of Orange is comprised of 22 Departments and over 18,000 employees located throughout Orange County. County’s core businesses are public safety, public works, construction management, public health, environmental protection, regional planning, public assistance, social services, and aviation.

The passage of Proposition 1, which includes the Behavioral Health Services Act (BHSA), introduced changes to the structure and delivery of Full Service Partnership programs that

California counties must implement beginning July 1, 2026. County FSP programs are required to mailto:CPOAppeals@ocgov.com have two levels of coordinated care for BHSA eligible adults and older adults: Assertive

Community Treatment (ACT), a stand-alone EBP as the highest intensity level, and FSP Intensive

Case Management (ICM), which can be a standardized step-down level from ACT or provided to individuals requiring a lower level of care than ACT. The appropriate level of care shall be determined based on an individual’s acuity and their eligibility for transition to a less intensive level of care.

3.2 TARGET POPULATION

The Full Service Partnership Services shall be provided to eligible adults and older adults, as defined in Welfare and Institutions Code (WIC) § 5887, who meet the priority population criteria as specified by the State Department of Health Care Services (DHCS). The BHSA requires specific programming tailored to the age and developmental needs of transitional age youth (TAY) and expands the target populations to include individuals living with substance use disorders.

Acceptable age ranges for the target population are:

• Adults, ages 18-59, including TAY ages 18-25

• Older Adults, ages 60 and up

The BHSA priority populations include individuals who are:

• Are chronically homeless or experiencing homelessness or at risk of homelessness

• Are in, or at risk of being in, the justice system

• Are reentering the community from state prison or county jail

• Are at risk of conservatorship

• Are at risk of institutionalization

Individuals eligible for ACT and FSP ICM services must meet criteria related to diagnosis, functional impairment, and continuous high-service needs, as described below.

All participants must meet access criteria for Specialty Mental Health Services (SMHS) because of a serious mental disorder (SMD) per the definition in California Code, Welfare and Institutions

Code - WIC § 5600.3.

SMD is currently defined in the WIC as a mental disorder that is severe in degree and persistent in duration, which may cause behavioral functioning that interferes substantially with the primary activities of daily living, and which may result in an inability to maintain stable adjustment and independent functioning without treatment, support, and rehabilitation for a long or indefinite period of time. Serious mental disorders include, but are not limited to, schizophrenia, bipolar disorder, post-traumatic stress disorder, as well as major affective disorders or other severely disabling mental disorders. This section does not exclude persons with a serious mental disorder and a diagnosis of a substance use disorder, developmental disability, or other physical or mental disorder.

Services provided to a participant must be medically necessary and clinically appropriate to address the participant’s presenting condition.

• Pursuant to Welfare and Institutions Code section 14184.402(a), for individuals 21 years of age or older, a service is “medically necessary” or a “medical necessity” when it is reasonable and necessary to protect life, to prevent significant illness or significant disability, or to alleviate severe pain as set forth in Welfare and Institutions Code section

14059.5.

• For individuals under 21 years of age, a service is “medically necessary” or a “medical necessity” if the service meets the standards set forth in Section 1396d(r)(5) of Title 42 of the United States Code. Services that sustain, support, improve, or make more tolerable a mental health condition are considered to ameliorate the mental health condition are thus medically necessary and covered as Early Periodic Screening, Diagnostic, and Treatment

(EPSDT) services.

FSP teams must be capable of supporting FSP participants living with co-occurring mental health and substance use disorder conditions by providing integrated behavioral health care as part of the

FSP program, inclusive of mental health, SUD and/or co-occurring services, or by closely coordinating the provision of SUD care for FSP participants.

Participants served includes Medi-Cal members, Medi-Cal underinsured, and individuals without health insurance who are living in Orange County. Below includes additional eligibility criteria based on the services category that Respondent is proposing:

ACT/FACT Eligibility Criteria:

• ACT serves individuals who are living with a SMD or may have co-occurring substance use disorders (SUD), have significant functional impairment, and have an indicator of continuous high-service needs.

• Significant functional impairment is defined as one or more of the following:

o Consistent inability to perform practical daily tasks needed to function in the community such as: maintaining personal hygiene; meeting nutritional needs; caring for personal business affairs; obtaining medical, legal, and housing services;

recognizing and avoiding common dangers or hazards to oneself and one’s possessions.

o Persistent or recurrent failure to perform daily living tasks, except with significant support or help from others such as friends, family, or relatives;

o Consistent inability to be employed at a self-sustaining level or to carry out homemaker roles; and/or o Inability to maintain a safe living situation (e.g., repeated evictions or loss of housing, or under a mental health (Lanterman-Petris-Short [LPS]) conservatorship);

• Indicator of continuous, high-service needs, as evidenced by one or more of the following:

o High use of psychiatric hospitalization or psychiatric emergency services;

o Intractable (persistent or recurrent) severe major symptoms (e.g., affective, psychotic, suicidal);

o Co-existing SUD of significant duration;

o High risk or a recent history of being involved in the criminal justice system;

o Living in sub-standard housing, experiencing homelessness, or at imminent risk of becoming homeless;

o Clinically assessed to be able to live more independently if intensive services are provided; and/or o Inability to participate in office-based services.

• FACT serves individuals that meet criteria for ACT who also have lived experience with the criminal justice system. This includes members who have recently been released from a correctional facility (e.g., prison, jail, or youth correctional facility), members who have spent time in a correctional facility, and members who are at high risk of criminal justice involvement (e.g., have a previous arrest, on diversion, or in mental health collaborative courts).

FSP ICM Eligibility Criteria:

• A current or suspected Diagnostic and Statistical Manual of Mental Disorders (DSM) diagnosis consistent with a SMD, serious emotional disturbance (SED), SUD, or co-occurring SMD and SUD;

AND

• A moderate to significant functional impairment, including:

o Consistent difficulty performing practical daily tasks needed to function in the community such as: maintaining personal hygiene, meeting nutritional needs, caring for personal business affairs, obtaining medical, legal, and housing services, recognizing and avoiding common dangers or hazards to one’s self and one’s possessions;

o Persistent or recurrent difficulty performing daily living tasks, except with moderate support or help from others such as friends, family, or relatives;

o Difficulty maintaining consistent employment at a self-sustaining level…