Appendix B2.docx
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- 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 Behavioral Health Services Division (BHSD) Request for Sealed Quotation (RFSQ-BHS-FY23-0210) for Adult and Older Adult System of Care Services, specifically addressing new refugee prevention and early intervention (PEI) services. The document outlines comprehensive evaluation criteria totaling 100 points across five sections used to assess offeror qualifications and program proposals. Section 1, comprising 65 points, evaluates organizational structure and experience, including target population and geographic service areas, PEI and Medi-Cal/Medicare compliance capabilities, current licenses and certifications, staff composition and qualifications, outcome evaluation data collection processes, evidence-based practice implementation, and staffing protocols covering retention, recruitment, diversity initiatives, emergency coverage, client admission and discharge procedures, and pandemic/disaster service delivery contingencies. Section 2, worth 15 points, assesses the proposed program description through evaluation of organizational vision and inclusive leadership practices, cultural competency and linguistic capacity for county threshold languages, and demonstrated collaborations with county departments, healthcare systems, housing organizations, and criminal justice partners.
Section 3 allocates 10 points for historical performance analysis to be reviewed by Behavioral Health Services Division program subject matter experts, while Section 4 assigns 5 points for electronic health record system capacity evaluation by EHR subject matter experts. Section 5 designates 5 points for financial solvency review conducted by the Health System Finance Department. The evaluation criteria emphasize offeror capacity to serve diverse refugee and asylum-seeking populations, including those with serious mental illness and co-occurring substance use disorders, across multiple county regions (South, Central, East, and North County). Specific requirements include DHCS certification, CalAIM behavioral health compliance, appropriate staffing with licensed and paraprofessional personnel, data-driven quality improvement processes, trauma-informed and evidence-based service delivery practices, and culturally responsive outreach and engagement strategies for underserved populations.
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APPENDIX B2
CATEGORY 1: PREVENTION AND EARLY INTERVENTION SERVICES
NEW REFUGEE PREVENTION AND EARLY INTERVENTION SERVICES
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 criteria/sub-topics in the submitted packet’s miscellaneous documents.]
| a. |
| Select Offeror’s experience with the following program types or target populations as described in Attachment A2, Scope of Work: |
Target Population ☐ Adult (ages 18 through 59) ☐ Older Adult (ages 60 and over) ☐ Other:
Additional Specialties ☐ Refugees ☐ Asylum Seekers ☐ Target population diagnosed with serious mental illness (SMI) ☐ Target population with co-occurring substance use problems
☐ LGBTQ+
☐ Other:
Indicate geographic locations (including clinic locations) where services would be provided:
☐ South County ☐ Central County ☐ East County ☐ North County
Select experience with the following:
☐ Community Outreach ☐ Prevention and Early Intervention (PEI) services ☐ Stigma reduction
| b. |
| Offeror indicated evidence of the organization’s ability to meet the following PEI, Medi-Cal, and Medicare 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 ☐ |
| 5 |
| c. |
| Select all the applicable boxes of the licenses and certifications Offeror currently possess to provide the services as described in Attachment A2. |
☐ Case Manager ☐ Mental Health Specialist ☐ Peer Support Worker ☐ Waivered Clinical
Select the applicable boxes and list the staff titles that make up Offeror’s treatment team to deliver the services as described in Attachment A2, Scope of Work:
☐ Paraprofessional staff:
(milieu staff, etc.)
☐ Licensed clinical staff:
(LMFT, Ph.D., etc.)
☐ License-waivered staff:
(Rehab Counselor, Associate Social Worker, etc.)
☐ Medical Board-certified staff:
(M.D., RN, RD, etc.)
☐ Other:
(Employment Specialist, Peer Support Worker, etc.)
| d. |
| Offeror addressed the following topics related to their organization’s outcome evaluation data as described in Attachment A2, 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 staff to monitor and evaluate data (e.g., client/family satisfaction surveys, pre-/post-service tests, and culturally responsive services/practices);
· Process for data reporting and collection for the Learning Collaborative Community data, including which data and metrics will be gathered;
· 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 |
| e. |
| Select training and treatment practices used, including the following Evidence-Based Practices (EBPs) and Promising Practices (PPs): |
| ☐ |
| Trauma-Informed Practices |
| ☐ |
| Motivational Interviewing |
| ☐ |
| IPS model |
| ☐ |
| Stages of Change |
| ☐ |
| Cognitive Behavioral Therapy |
| ☐ |
| Solution-Focused Brief Therapy |
| ☐ |
| Dialectical Behavioral Therapy |
| ☐ |
| Co-Occurring Informed Certification |
| ☐ |
| Medi-Cal Peer Support Specialist |
| ☐ |
| Seeking Safety |
| ☐ |
| Other: |
| f. |
| Offeror included their organization’s staffing-related protocols in the proposal’s miscellaneous section, addressing the following: |
1. Personnel Retention Plan
· Organizational strategies for ensuring that continuity of staffing and care is provided to the target population;
· How the program will be staffed appropriately and in a timely manner, including plan for supervision of staff; and
· The ability to provide services according to Medi-Cal and County standards.
2. Staffing Plan
· Organizational details (including staffing chart, management structure, PEI reporting structure;
· Resumés of existing staff that indicate position titles, linguistic and cultural skills, education, experience, and certifications;
· Staff training, recruitment, and retention process;
· 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 ☐ |
| 10 |
| g. |
| Offeror ensured the program implementation and provision of services would occur in a timely manner, as described in Attachment A2, Scope of Work, including but not limited to: |
· Strategies used to engage and provide services to clients within the required timelines;
· Hours of operation, clinic location(s), and service strategies that meet the Network Adequacy standards;
· 24-hour coverage of clients in the program; and
· After-hours program process (e.g., contacts, workflow) for client emergencies that occur.
| YES ☐ | NO ☐ |
| 5 |
| h. |
| Offeror included their organization’s client admission, referral, and discharge protocols, including, but not limited to, the following: |
· How Offeror shall accept and manage outpatient referrals received from the BHSD Call Center;
· How the referrals are made from the outpatient treatment team; and
· The staff practices used to engage the target population in services and prioritize referrals.
· Program protocols to ensure program implementation and timely service provision, including discharge plans.
| YES ☐ | NO ☐ |
| 5 |
| 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;
· 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) and Social Services Agency;
· Housing organizations [subsidy administrators, property managers];
· Criminal Justice System [judges and probation/parole officers]; and
· Organizational experience working successfully with system partners.
Offeror described how partner collaborations shall:
· Increase meaningful use of client time and abilities in work, school, and daily activities;
· 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: |
| 10 |
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 I, Offeror’s Health Record Status, 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 B2: New Refugee Prevention and Early Intervention Services Evaluation Criteria CATEGORY 1: Prevention and Early Intervention Services
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