Appendix B5 rev11182025.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 Request for Service Quotation (RFSQ) issued by a county behavioral health services department for Culturally Appropriate Wellness Centers under Category 1: Prevention and Early Intervention Services. The services are designed to serve youth ages 13 through 17 and adults ages 18 through 59 across multiple geographic service areas (South County, Central County, East County, and North County). The program will provide ethnic and culture-specific group activities, counseling, psychoeducational services, and wellness and recovery-focused groups while incorporating trauma-informed care practices and addressing stigma barriers to mental health services. Offerors must demonstrate experience with Medi-Cal and Medicare requirements, CalAIM behavioral health compliance, and service delivery models including Cognitive Behavioral Therapy, Dialectical Behavioral Therapy, Motivational Interviewing, and other evidence-based practices.
The evaluation criteria totals 100 points distributed across five sections: Organizational Structure and Experience (65 points), Proposed Program Description (15 points), Historical Performance Analysis (10 points), Electronic Health Record Capacity (5 points), and Financial Solvency (5 points). Offerors must provide comprehensive documentation including staffing plans with resumes, organizational charts, cultural competency protocols, outcome evaluation data processes, emergency service delivery plans, and collaboration agreements with county departments and community organizations. The document was last revised on October 24, 2025, and requires organizations to possess appropriate licenses and certifications such as those for Case Managers, Mental Health Specialists, Peer Support Workers, and Licensed Clinicians. No pricing information, award dates, contract terms, or bidder conference details are included in this evaluation criteria document.
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APPENDIX B5
CATEGORY 1: PREVENTION AND EARLY INTERVENTION SERVICES
CULTURALLY APPROPRIATE WELLNESS CENTERS
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 ethnic-specific populations as described in Attachment A5, Scope of Work: |
Target Populations ☐ Youth (ages 13 through 17) ☐ Adult (ages 18 through 59)
Experience with ethnic-specific population ☐ Cultural competence ☐ Cultural adaption ☐ Trauma-informed care ☐ Other:
Indicate geographic locations (including clinic locations) where services would be provided:
☐ South County ☐ Central County ☐ East County ☐ North County Select specialty practices inclusive in Offeror’s services:
☐ Ethnic and culture-specific group activities ☐ Ethnic and culture-specific marketing plan ☐ Cultural awareness & competency
| 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. |
| Offeror indicated experience with the following services in the proposal’s miscellaneous section: |
☐ Combating multiple stigmas that have been shown to discourage individuals from seeking mental health services;
☐ Group counseling, activities, and psychoeducational services to the general community, which will include structured and unstructured wellness and recovery-focused groups and activities, and counseling support groups; and ☐ Plan to refer clients receiving services in the program to other outpatient services, or to other appropriate levels of care, either through the Call Center if not a current BHSD client, or via transfer to other BHSD programs if the client already has an open case with a service team.
| d. |
| Check all the applicable boxes of the licenses and certifications Offeror currently possesses to provide the services: |
☐ Case Manager ☐ Mental Health Specialist ☐ Peer Support Worker ☐ Waivered/Licensed Clinician
Select the applicable boxes and list the staff titles that make up Offeror’s treatment team to deliver the services as described in Attachment A5:
☐ 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.)
| e. |
| Offeror addressed the following topics related to their organization’s outcome evaluation data as described in Attachment A5, Scope of Work, including: |
· Their organization’s ability to implement and integrate their electronic health record system in a timely manner with that of the BHSD, and how quality assurance will be maintained;
· 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 |
| 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(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 County standards.
1. 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;
· Organizational practices related to recruiting, hiring, and promoting multi-lingual staff workforce; and
· Organizational training requirements related to diversity, equity, and/or inclusion (e.g., LGBTQ+, cultural and linguistic capacity, racial equity).
1. 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 submitted a plan to ensure the program implementation and provision of services would occur in a timely manner as described in Attachment A5, Scope of Work. Steps include, but are not limited to, the following: |
| ☐ |
| Trauma-Informed Practices |
| ☐ |
| Individual Placement and Support (IPS) Model |
| ☐ |
| Cognitive Behavioral Therapy |
| ☐ |
| Dialectical Behavioral Therapy |
| ☐ |
| Medi-Cal Peer Support Specialist |
| ☐ |
| Seeking Safety |
| ☐ |
| Motivational Interviewing |
| ☐ |
| Stages of Change |
| ☐ |
| Solution-Focused Brief Therapy |
| ☐ |
| Co-Occuring Informed Certification |
| ☐ |
| Other: |
| h. | |
| 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. | |
| 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 are inclusive of promoting behaviors and practices towards a more equitable, diverse, and inclusive organizational mindset. Offeror described their organization’s leadership model of inclusivity, and what tools and support are 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 G;
· How Offeror addresses barriers when they do not have staff 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 and underrepresented 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; and
· Community organizations (e.g., library, schools, markets).
| 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 H, 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 B5: Culturally Appropriate Wellness Centers Evaluation Criteria CATEGORY 1: Prevention and Early Intervention Services Last Revised 10/24/25
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