Appendix B18.docx

DOCX document 59 KB Posted

Attached to
Adult and Older Adult System of Care Services
Solicitation number
RFSQ-BHS-FY23-0210
Issued by
Santa Clara County, San Diego City, California

About this file

This document is an evaluation criteria appendix for a Request for Statement of Qualifications (RFSQ) issued by Santa Clara County's Behavioral Health Services Department for Adult and Older Adult Assisted Outpatient Treatment (AOT) services under Category 3: Full Service Partnership Services. The solicitation seeks qualified organizations to deliver comprehensive AOT services to adults ages 18 and older, including older adults age 60 and over, with particular focus on serving LGBTQ+ communities, justice-involved populations, individuals with co-occurring conditions, and those with special needs and disabilities across all geographic regions in Santa Clara County. The evaluation process consists of five assessment sections totaling 100 points: Organizational Structure and Experience (70 points), Proposed Program Description (15 points), Historical Performance Analysis (5 points), Electronic Health Record Capacity (5 points), and Financial Solvency (5 points).

Offerors must demonstrate Medi-Cal certification capability, CalAIM behavioral health compliance, and proficiency in evidence-based and trauma-informed practices including Cognitive Behavioral Therapy, Motivational Interviewing, and Wellness and Recovery Action Plans. Organizations must provide detailed staffing plans addressing retention, recruitment, clinical supervision, diversity, and equity initiatives; implement 24/7 service delivery using an Assertive Community Treatment model; meet cultural and linguistic competency requirements for all County threshold languages; and establish collaborative partnerships with County departments, justice system entities, housing organizations, and health systems. Additionally, offerors must demonstrate capacity for data collection and outcome evaluation through the State Data Collection and Reporting system and provide pandemic and emergency disaster response protocols. The evaluation will also assess the offeror's electronic health record system capabilities and financial stability through review by designated County subject matter experts.

View the file

Other files

File Type Posted
Appendix H_1.docx DOCX document
Appendix A rev11182025.docx DOCX document
Attachment A18.docx DOCX document
Appendix B19.docx DOCX document
Attachment A8.docx DOCX document
Attachment B.pdf PDF
Appendix B10.docx DOCX document
Attachment A3.docx DOCX document
Appendix B16.docx DOCX document
Appendix F.docx DOCX document
Appendix H.docx DOCX document
Attachment A20.docx DOCX document
Addendum 6.pdf PDF
Attachment A15.docx DOCX document
Appendix B14.docx DOCX document
Addendum 7.pdf PDF
Appendix D.docx DOCX document
Attachment A9 rev 11142025.pdf PDF
Attachment A13.docx DOCX document
Attachment A4.docx DOCX document
RFSQ-BHS-FY23-0210.pdf PDF
Appendix B2.docx DOCX document
Attachment A22.docx DOCX document
Attachment A22 rev 11142025.pdf PDF
Attachment A2.docx DOCX document
Addendum 2.pdf PDF
Addendum 1.pdf PDF
Appendix B20.docx DOCX document
Appendix B9 rev 11142025.docx DOCX document
Addendum 4.pdf PDF
Attachment A14.docx DOCX document
Appendix G rev11182025_1.docx DOCX document
Appendix B12.docx DOCX document
Appendix B17.docx DOCX document
Attachment A16.docx DOCX document
Attachment E.pdf PDF
Appendix B13.docx DOCX document
Attachment A19.docx DOCX document
Attachment A12.docx DOCX document
Attachment A1.docx DOCX document
Appendix B8.docx DOCX document
Appendix E.docx DOCX document
Appendix B7.docx DOCX document
Attachment A7.docx DOCX document
Appendix G rev11182025.docx DOCX document
Attachment A17.docx DOCX document
Attachment A9.docx DOCX document
Appendix B5 rev11182025.docx DOCX document
Attachment A5.docx DOCX document
Attachment A9 rev11182025.pdf PDF
Show 40 more

Latest 50 of 76 listed here. See the rest on GovTribe.

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

APPENDIX B18

CATEGORY 3: FULL SERVICE PARTNERSHIP SERVICES

ASSISTED OUTPATIENT TREATMENT

Evaluation Criteria and Qualifications

Section 1: Organizational Structure and Experience[footnoteRef:2] Total Points: [2: For all criteria in Section 1, Offeror shall:

Select “Yes” or “No” for each criteria requiring a response; and Indicate evidence of the organization’s experience with each topic in the submitted packet’s miscellaneous documents.]

a.
Select Offeror’s experience with the following Adult and Older Adult Assisted Outpatient Treatment program needs as described in Attachment A18, Scope of Work:

Target Populations ☐ Adult (ages 18 through 59) ☐ Older Adult (ages 60 and over)

Additional Specialties ☐ LGBTQ+ community ☐ Co-occurring Conditions ☐ Special Needs and Disabilities ☐ Justice-Involved Populations ☐ Serving target populations in all geographic regions in Santa Clara County ☐ Culturally, ethnically, and linguistically diverse populations ☐ Severely mentally ill individuals who have trouble engaging in traditional office-based programming.

☐ Involuntary clients ☐ Other:

b.
Confirm if Offeror has the ability to meet the following Medi-Cal requirements, including:

· Certification through DHCS;

· Documentation standards;

· Billing requirements; and

· CalAIM behavioral health requirements, including but not limited to:

· Medical necessity criteria;

· Documentation re-designs;

· Co-occurring treatment;

· Standardized screening and transition tools;

· Behavioral Health current procedural terminology (CPT) coding transitions; and

· Payment reform.

YES ☐NO ☐
10
c.
Offeror addressed the following topics related to their organization’s outcome evaluation data as described in Attachment A18, Scope of Work, including:

· Capacity and process to administer and collect the required outcome evaluation data (e.g., assessment/outcome tools and performance measures currently utilized by staff);

· Process for timely data submission into State Data Collection and Reporting (DCR) system;

· Process for staff to monitor and evaluate data (e.g., client/family satisfaction surveys, pre-/post-service tests, and culturally responsive services/practices);

· Plan for ongoing evaluation and outcome improvement for the program (e.g., data collection and analysis); and

· How their organization’s data results inform clinical practices and service quality.

YES ☐NO ☐
10
d.
Select all applicable training and treatment practices used, including but not limited to the following Evidence-Based Practices (EBPs), Promising Practices (PPs), and Trauma-Informed Practices:
5

☐ Cognitive Behavioral Therapy (CBT) ☐ Trauma-Focused CBT ☐ Family Therapy ☐ Motivational Enhancement Therapy or Motivational Interviewing ☐ Wellness and Recovery Action Plan (WRAP)

e.
Select all applicable staff and include titles for a list of employees that make up Offeror’s treatment team to deliver the services as described in Attachment A18, Scope of Work:
☐Peer Support Specialist:

(milieu staff, etc.)

☐ Licensed/License-Registered clinical staff:

(LMFT, Ph.D., etc.)

☐ Medical Board-certified staff:

(M.D., RN, RD, etc.)

☐ Other:

(Employment Specialist, Peer Support Worker, etc.)

f.
Offeror included organization’s staffing-related protocols in the proposal’s miscellaneous section, addressing the following:

1. Personnel Retention Plan

· Organizational strategies for ensuring continuity of staffing and care are provided to the target population(s); and

· How the program will be staffed appropriately and in a timely manner, including plan for clinical supervision of professional and paraprofessional staff, and ability to provide services according to Medi-Cal standards.

2. Staffing Plan

· Organizational details (including staffing chart, leadership and management structure, reporting structure, and lists for staff providing supportive housing, clinical services);

· Resumés of existing staff that indicate position titles, linguistic and cultural skills, education, experience, and certifications;

· Staff training, recruitment, and retention process;

· Data showing agency’s vacancy and retention rates and trends;

· Process for providing intensive case management services at project-based sites (e.g., administrative, supervisory, and direct service staff information);

· Organizational practices related to recruiting, hiring, and promoting multi-lingual staff and/or a culturally or ethnically diverse workforce; and

· Organizational training requirements related to diversity, equity, and/or inclusion (e.g., LGBTQ+, cultural and linguistic capacity, racial equity).

3. Additional Required Plans

· Emergency/after-hours staffing; and

· Provision of quarterly staffing reports to the BHSD using County-provided or other tools.

YES ☐NO ☐
5
g.
Offeror submitted a plan to ensure the program implementation and provision of services would occur in a timely manner as described in Attachment A18, Scope of Work. Steps include, but are not limited to, the following:

· Strategies used to engage and provide services to clients within required timelines;

· Ability to provide 24/7 service, coverage, and crisis support to clients in the program;

· Hours of operation, clinic locations, and strategies that will be used to meet the Network Adequacy standards; and

· Discharge planning process and documentation in clinical record, including strategies to assess for discharge and facilitate transitions to different levels of care.

YES ☐NO ☐
10
h.
Offeror described how the program will provide services in accordance with Assertive Community Treatment (ACT) model to voluntary and involuntary clients with history of service refusal and deterioration. Offeror described how the program will utilize a multi-disciplinary team (Team) approach by which consumers are the responsibility of the collective Team and all members are expected to know and work with all AOT consumers. Offeror addressed the following:

· Program’s ability to provide services in accordance with ACT model to engage individuals with history of service refusal and deterioration;

· A multidisciplinary approach by which all members of the team know and work with all AOT consumers.

YES ☐NO ☐
10
i.
Offeror provided active plans for delivering services 1) during a pandemic AND 2) during any emergency disaster(s), while ensuring safe protocols are followed to protect staff and clients during service delivery. Offeror indicated policies and practices in place for cooperation with County-required COVID efforts (e.g., vaccination status tracking).
YES ☐NO ☐
5

Section 2: Proposed Program Description[footnoteRef:3] Total Points: [3: Written response for each criteria in Section 2 is required. Please refer to the RFSQ Section IV, “Offeror’s Submission” for additional details.]

a.
Offeror described their organization’s vision, mission, and/or values that is inclusive of promoting behaviors and practices towards a more equitable, diverse, and inclusive organizational mindset. Offeror described their organization’s leadership model inclusivity, and what tools and support is provided to improve their organization’s ability to identify and mitigate bias, respect differences, build empathetic relationships, and manage conflict.
5
b.
Offeror provided documentation to ensure the following cultural competency/outreach and engagement requirements can be met:

· Capacity to provide culturally, ethnically, and linguistically appropriate services to the target population(s), including capacity for all County threshold languages as described in Appendix H, Cultural Competence Form;

· Organization methods to addresses barriers when staff are not available to meet the County threshold languages;

· Current and future actions and changes to ensure diversity and inclusion in service delivery; and

· Capacity to provide outreach activities focused on reaching underserved, underrepresented, and/or multicultural populations.

c.
Offeror described types of collaborations (e.g., program designs and activities) with County departments, County-contracted providers, and other agencies, including but not limited to:

· County Health System (primary care physicians, County clinics), Forensic, Diversion, and Reintegration, and Social Services Agency;

· Justice System (judges, public defender, district attorney, and probation/parole officers);

· Housing organizations (subsidy administrators, property managers); and

· Partners involved in Civil Commitment proceedings (BHSD AOT triage team, Public Defender’s Office; Superior Court); and

· Organizational experience working successfully with system partners.

Offeror described how partner collaborations will:

· Increase meaningful use of client time and abilities in work, school, and daily activities;

· Incorporate the client’s natural support networks (families, landlords, friends, employers, religious communities, etc.) into planning of care and services.

· Increase client ability to obtain/maintain a monthly income;

· Obtain health insurance for clients; and

· Maintain or obtain permanent supportive housing or permanent housing when clients exit the program.

Section 3: Historical Performance Analysis Total Points:
5

Historical data analysis will be reviewed by BHSD Program Subject Matter Experts (SMEs) and rated according to the criteria laid out in this RFSQ.

Section 4: Electronic Health Record Capacity Total Points:
5

Offeror’s electronic health record (EHR) system capacity and responses as listed in Appendix H will be reviewed by BHSD EHR Subject Matter Experts (SMEs) and rated according to the criteria laid out in this RFSQ.

Section 5: Financial Solvency Total Points:
5

Financial records will be reviewed by the Health System Finance Department and rated according to the criteria laid out in this RFSQ.

RFSQ-BHS-FY23-0210: Adult and Older Adult System of Care Services Page 1 of 2 APPENDIX B18: Assisted Outpatient Treatment Evaluation Criteria CATEGORY 3: Full Service Partnership Services

File details come from the government source that posted it. Updated .