Appendix B19.docx
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- Solicitation number
- RFSQ-BHS-FY25-0066
- Issued by
- Santa Clara County, California
About this file
This is an evaluation criteria and qualifications appendix for a request for services quotation (RFSQ) issued by a California county's Behavioral Health Services Department (BHSD) for Youth Residential Substance Use Treatment Services. The solicitation seeks qualified organizations to provide comprehensive, intensive, culturally responsive, and trauma-informed substance use and co-occurring disorder treatment services to Medi-Cal eligible adolescents ages 12-17 requiring 24/7 residential care within a licensed therapeutic milieu. Services must be available across multiple geographic service areas including North County, Central County, East County, and South County regions, with the ability to serve additional specialty populations including child welfare-involved, justice-involved, LGBTQIA+, and survivors of sexual abuse or exploitation. The evaluation framework allocates 30 points to organizational structure and experience, 55 points to proposed program description, 5 points to historical performance analysis, 5 points to electronic health record capacity, and 5 points to financial solvency, totaling 100 evaluation points.
Qualified applicants must demonstrate compliance with Medi-Cal and Drug Medi-Cal Organized Delivery System (DMC-ODS) standards, including appropriate licensure, certification, billing capabilities, and CalAIM Behavioral Health requirements. Organizations must show capacity for data collection using American Society of Addiction Medicine (ASAM) assessments, implementation of evidence-based and promising practices such as Motivational Interviewing and Trauma-Informed Treatment, and proven experience with integrated care coordination using the Integrated Core Practice Model and Child and Family Team approaches. Applicants must possess appropriately credentialed clinical staff (LMFT, LCSW, CADC, etc.), maintain DMC-ODS mandated staff-to-client ratios with 24/7 supervision availability, and demonstrate established collaborations with county departments including Social Services Agency, Department of Family and Children's Services, and Juvenile Probation Department. The submission must include organizational charts, staffing plans demonstrating linguistic and cultural diversity, emergency protocols, pandemic and disaster service delivery plans, and examples of successful discharge planning and care transitions in previous residential substance use treatment programs.
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APPENDIX B19
CATEGORY 7: SUBSTANCE USE TREATMENT SERVICES
YOUTH RESIDENTIAL SUBSTANCE USE TREATMENT SERVICES PROGRAM
EVALUATION CRITERIA AND QUALIFICATIONS
Instructions:
When completing the evaluation criteria and qualifications below, please refer to the applicable Scope of Work (SOW) and Attachment (if applicable) of the RFSQ packet for detailed program requirements, objectives, target populations, service delivery expectations and compliance criteria:
· SOW Reference: A19 - Youth Residential Substance Use Treatment Services Program
· Attachment Reference: Attachment B – Standardized Scope of Work Language Ensure that your responses align with the expectation outlined in the SOW and Attachment (if applicable). These documents provide essential context and guidelines for your submission.
| Section 1: Organizational Structure and Experience Total Points: |
| 30 |
Responses for Section 1 Responses for Section 1 should include direct entries and/or completion of applicable checkboxes to affirm experience. Supporting documentation must be provided in the Miscellaneous Supporting Documents section. Reference specific page numbers where relevant information is located.
| a. |
| Experience Providing Comprehensive Residential Substance Use and Co-Occurring Services for Adolescents |
Indicate experience providing comprehensive, intensive, culturally responsive, trauma-informed substance use and co-occurring services to Medi-Cal adolescents who require 24/7 care and supervision within a licensed therapeutic milieu to stabilize their substance use needs.
Target Population ☐ Adolescents (ages 12-17)
Additional Specialties ☐ Child Welfare-Involved ☐ Justice-Involved
☐ LGBTQIA+
☐ Co-occurring Conditions ☐ Survivors of Sexual Abuse/Exploitation
Geographic Locations Select where services would be provided.
☐ North County (Palo Alto, Los Altos and Los Altos Hills, Mountain View, and Sunnyvale) ☐ Central County (San Jose, Cupertino, Santa Clara, Los Gatos, Monte Sereno, Saratoga, and Campbell) ☐ East County (San Jose [Foothills, Berryessa] and Northeast San Jose/Milpitas areas) ☐ South County (Gilroy, Morgan Hill, and the unincorporated area of San Martin)
Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| b. |
| Integrated Care Services, Ste and Medi-Cal/Drug Medi-Cal Organized Delivery System (DMC-ODS) Compliance |
Select the applicable items below to confirm your organization’s experience providing clinical and supportive services, utilizing the Integrated Core Practice Model (ICPM) and Child and Family Team (CFT) approach, and managing step-down services. Additionally, confirm your organization's ability to comply with Medi-Cal and DMC-ODS requirements.
· Clinical, Supportive, and Prosocial Services ☐ Clinical services are provided within a structured, therapeutic environment to stabilize clients' substance use and co-occurring needs.
☐ Supportive services (e.g., case management, peer support) are available to assist clients throughout their treatment journey.
☐ Adjunct services (e.g., educational support, vocational training) are integrated to support overall client well-being.
☐ Collateral services are provided to support family members and caregivers in the treatment process.
☐ Prosocial activities are incorporated to encourage positive behaviors and social engagement.
· Care Coordination through ICPM/CFT Models ☐ Experience utilizing the ICPM and delivering services through a CFT model to provide coordinated, family-centered care for clients and their families.
☐ The CFT model is used to manage transitions between service levels (e.g., step-down/step-up) and coordinate care with system partners, ensuring seamless service provision.
· Step-Down Services and Care Transitions ☐ Capability to provide step-down services directly or support linkages to appropriate step-down services to ensure clients receive the right level of care as their needs change.
☐ Experience ensuring seamless transitions in care, coordinating with system partners, and maintaining compliance with Medi-Cal/DMC-ODS guidelines.
· Medi-Cal and DMC-ODS Standards Compliance ☐ License for all applicable services.
☐ Medi-Cal Certification for all services provided.
☐ Documentation practices comply with Medi-Cal/DMC-ODS standards (e.g., treatment plans, progress notes).
☐ Billing and claims processes align with Medi-Cal/DMC-ODS requirements.
☐ CalAIM Behavioral Health Requirements are met, including:
· Medical necessity criteria
· Documentation redesigns
· Co-occurring treatment
· Standardized screening and transition tools
· Behavioral Health Current Procedural Terminology (CPT) coding transitions
· Payment reform, etc.
Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| c. |
| Medi-Cal Compliance and Drug Medi-Cal Organized Delivery System (DMC-ODS) |
Confirm ability to meet the following requirements and provide supporting information:
☐ Certification ☐ Documentation Standards ☐ Billing Requirements ☐ CalAIM Behavioral Health Requirements (medical necessity criteria, documentation re-designs, co-occurring treatment, standardized screening and transition tools, Behavioral Health Current Procedural Terminology [CPT] coding transitions, payment reform, etc.)
Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| d. |
| Data Collection, Monitoring, and Reporting |
Select the applicable items below to confirm your organization’s capacity for data collection and reporting.
· Organization’s Capacity and Data Collection Process ☐ Capacity and processes are in place to administer and collect the required outcome evaluation data, including the assessment/outcome tools and performance measures currently utilized by staff.
☐ Use of the American Society of Addiction Medicine (ASAM) assessment to determine the appropriate intensity of services.
· Data Monitoring and Evaluation ☐ Staff regularly monitors and evaluates data, including client/family satisfaction surveys, pre-/post-service tests, and the implementation of culturally responsive services and practices.
· Ongoing Evaluation and Outcome Improvement ☐ Plan in place for ongoing evaluation of program effectiveness, including data collection, analysis, and strategies for continuous improvement.
☐ Provision of quarterly staffing reports to the Behavioral Health Services Department (BHSD) using County-provided or other tools.
· Data-Driven Practice and Service Quality ☐ Data results are regularly used to inform and improve clinical practices and service quality.
Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| e. |
| Training and Treatment Practices |
Select the Evidence-Based Practices (EBPs) and Promising Practices (PPs) used in treating the target population, including programmatic models.
☐ Motivational Interviewing ☐ Cognitive Behavioral Therapy ☐ Relapse Prevention ☐ Trauma-Informed Treatment ☐ Psychoeducation ☐ Other EBPs/PPs: Specify Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| f. |
| Licenses and Certifications |
Indicate possessed licenses and certifications for team members.
☐ Paraprofessional Staff: milieu staff, etc.
☐ Alcohol and Drug Counseling Staff: CADC, CATC, etc.
☐ Licensed Clinical Staff: LMFT, LCSW, Ph.D., etc.
☐ Licensed-Waivered Staff: Rehab Counselor Associate Social Worker, etc.
☐ Medical Board-certified: M.D., RN, NP, etc.
☐ Other: Certified Peer Support Specialist, etc.
- And - Staffing and Organizational Strategies Select the applicable items below to confirm your organization’s staffing and organizational strategies.
· Staffing and Continuity of Care:
☐ Organizational strategies for ensuring continuity of staffing and care to the target population.
☐ How the program will be staffed appropriately and in a timely manner, including plans for clinical supervision of professional and paraprofessional staff, and the ability to provide services according to DMC-ODS standards.
☐ Ability to maintain appropriate staff-to-client ratios as mandated by California Department of Social Services (CDSS), ensuring that qualified and trained staff are available 24/7 to supervise, support, and care for clients at the facility.
· Staffing Details:
☐ Organizational chart detailing leadership, management, and reporting structure.
☐ Staffing chart including position titles, linguistic and cultural skills, education, experience, and certifications.
· Staff Training, Recruitment, and Retention:
☐ Practices for staff training, recruitment, and retention.
☐ Practices for recruiting, hiring, and promoting a multi-lingual and/or culturally or ethnically diverse workforce.
· Diversity, Equity, and Inclusion (DEI) Training:
☐ Training requirements related to DEI, including LGBTQ+ awareness, cultural and linguistic capacity, racial equity.
· Additional Required Plans ☐ Emergency/after-hours staffing plans and processes for client emergencies.
☐ 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.
Supporting Documentation: Insert Miscellaneous Supporting Document Page Number
| Section 2: Proposed Program Description Total Points: |
| 55 |
Responses for Section 2 require a ‘Written Response Submission’ for each criteria.
| a. |
| Vision, Mission, and Values |
Describe your organization’s vision, mission, and/or values that are inclusive of promoting behaviors and practices towards a more equitable, diverse, and inclusive organizational mindset. Describe your organization’s leadership model of inclusivity, and what tools and support are provided to improve your organization’s ability to identify and mitigate bias, respect differences, build empathetic relationships, and manage conflict.
| b. |
| Cultural Competency, Outreach, and Engagement |
Describe your ability to provide and ensure cultural competency, outreach, and engagement requirements are met. This should include:
· Capacity to provide culturally, ethnically, and linguistically appropriate services to the target population(s), including capacity for all County threshold languages.
· Identifies ways to engage youth from diverse populations and show how the program will address barriers related to stigma, and norms related to help-seeking behavior.
· Will identify a trauma-informed, and culturally relevant outreach approach to engage youth hesitant to access services.
· Provides a clear method for building rapport with youth and engaging their families as a cornerstone of treatment.
· Address 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.
| c. |
| Program Implementation and Service Provision Timeliness |
Describe your organization’s experience and qualifications in the following areas related to residential SUTS:
· Timely Service Delivery Provide examples of your organization’s experience delivering 24/7 residential SUTS, including the intake, assessment, diagnosis, and admission process during business hours, evening hours, and weekends. Highlight how your organization has provided client orientations to the substance use treatment continuum of care.
· Clinical Protocols and Trauma-Informed Approaches Detail your organization’s qualifications and experience in implementing clinical protocols and documentation standards for treatment planning and progress determination. Include examples of your experience utilizing trauma-informed approaches, such as crisis intervention techniques and the stage of change model, in engaging clients in treatment.
· Care Transitions and After-Hours Support Describe your organization’s experience in managing care transitions, including providing step-down services or facilitating linkage to step-down services, and ensuring smooth transitions through the continuum of care, including warm hand-offs. Provide examples of how transitions to other Behavioral Health providers have been handled.
· Discharge Planning Highlight your organization’s experience in integrating discharge planning processes into the clinical record to ensure continuity of care after residential treatment. Provide examples of successful discharge planning and coordination efforts.
· Effective Programming and Length of Stay Provide evidence of your organization’s experience in offering effective residential substance use treatment programs, including the average length of stay and program outcomes. Include any metrics or success rates if applicable.
· Regulatory Compliance for Treatment of Minors Demonstrate your organization’s qualifications and experience in adhering to all CDSS and Department of Health Care Services (DHCS) regulations for the treatment of minors in residential substance use treatment settings.
| d. |
| Collaboration with County Departments. Providers, and Other Agencies |
Describe your organization’s collaborations with County departments, County-contracted providers, and other agencies. This should include:
· Collaborations with Key Partners
· Collaborations are established with the Social Services Agency, Department of Family and Children’s Services, Juvenile Probation Department, health providers, and other related County departments.
· Partnerships with other community-based organizations are in place for managing clients’ behavioral health treatment upon discharge from the residential use treatment program.
· Organizational experience demonstrates successful collaboration with system partners to ensure continuity of care.
· Impact of Collaborations on Client Outcomes
· Collaborations increase meaningful use of client time and abilities in work, school, and daily activities during and after treatment.
· Collaborations support client transition, stabilization, and safety planning for step-down to community/home-based settings, preventing service gaps during transitions.
· Partnering organizations work together to identify the strengths and needs of the client, ensuring seamless coordinating in care planning.
· Active participation in CFT meetings promotes seamless service delivery, with a focus on centering the client’s voice in decision-making.
· Collaborations promote social and academic growth in educational settings, including the integration of psychoeducation and linkage to additional services.
· Client wellness and recovery are enhanced through partnerships with various organizations and agencies involved in the client’s care.
· Collaborations reduces client involvement in formal systems, such as juvenile justice, child welfare, crisis services, by providing comprehensive support throughout treatment.
· Incorporation of Natural Support Networks
· Clients’ natural support networks (families, teachers, coaches, friends, religious communities, etc.) are incorporated in the planning and delivery of care as appropriate, reinforcing client recovery and well-being.
| e. |
| Operational Experience and Capacity for Service Delivery |
Describe your organization’s experience in developing and executing operational plans for residential substance use treatment services. In this narrative, ensure to specify how your operational experience aligns with delivering services to the target populations identified in Section 1a, including adolescents (ages 12-17) and any additional specialties. This should include:
• Alignment with the Needs of County Beneficiaries
· Provide examples of how your organization’s residential treatment services have aligned with the needs of specific target populations (adolescents, co-occurring conditions, justice-involved youth, etc.) among County beneficiaries in similar programs.
· Highlight operational plans or programs you have implemented that demonstrate this alignment with County requirements, especially regarding the treatment of minors.
• Providing Accessible Services
· Detail your organization’s experience in ensuring that services were accessible to client and their families, including how these services were provided twenty-four (24) hours a day, seven (7) days a week.
· Include how your organization ensured accessibility during evenings, weekends, and after-hours, addressing clients’ and families’ needs for intake, assessment, and ongoing care.
• Operational Management
· Explain your organization’s experience in efficiently managing service delivery, including caseload management, service provision monitoring, and maintaining high-quality care while meeting program requirements (e.g., CDSS, DHCS, Medi-Cal/DMC-ODS).
| 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 outlined 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-FY25-0066: Children, Youth, and Family System of Care Services Page 1 of 2 APPENDIX B19: Substance Use Treatment Services Residential Evaluation Criteria and Qualifications CATEGORY 7: Substance Use Treatment Services
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