Appendix B7.docx

DOCX document 58 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 is an evaluation criteria document for Appendix B7 of a Request for Services Quotation (RFSQ) issued by a county behavioral health services department for Older Adult Prevention and Early Intervention Services. The document outlines the scoring rubric and qualification requirements for organizations seeking to provide prevention and early intervention services to adults ages 60 and over. Eligible service offerings include outpatient services, community outreach, short-term intervention treatment, interpersonal therapy, and socialization programs, with the capacity to serve specialty populations including LGBTQ+ individuals and those with co-occurring conditions across multiple geographic service areas (South County, Central County, East County, and North County). The evaluation framework consists of five sections totaling 100 points: 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).

The organizational structure evaluation criteria require offerors to demonstrate DHCS certification, Medi-Cal and Medicare compliance, CalAIM behavioral health requirements knowledge, and the capacity to complete referrals to outpatient services. Applicants must identify relevant staff licenses and certifications, including clinical supervisors, mental health specialists, and peer support specialists, and describe their outcome evaluation processes and evidence-based practices consistent with California Welfare and Institutions Code Section 5840. The proposal must include comprehensive staffing plans addressing retention, recruitment of multilingual and culturally diverse staff, supervision structures, emergency protocols, and quarterly reporting requirements. Service delivery requirements include Monday-Friday availability from 9:00 a.m. to 6:00 p.m., telehealth options, trauma-informed approaches, and continuity plans for pandemic and disaster scenarios. The program description evaluation emphasizes organizational commitment to equity, diversity, and inclusion; cultural competency and outreach capabilities for threshold languages; and collaborative partnerships with county departments and other providers to support clients' employment, income, housing, and health insurance needs.

View the file

Other files

File Type Posted
Appendix H_1.docx DOCX document
Appendix B18.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
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 B7

CATEGORY 1: PREVENTION AND EARLY INTERVENTION SERVICES

OLDER ADULT 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 Older Adult Prevention and Early Intervention as described in Attachment A7, Scope of Work:

Target Population ☐ Older Adult (ages 60 and over)

Select specialties in Older Adult population ☐ Prevention and Early Intervention (PEI) ☐ Outpatient Service ☐ Community Outreach ☐ Short-term Intervention Treatment ☐ Interpersonal Therapy ☐ Socialization

Select Older Adult specialty populations served

☐ LGBTQ+

☐ Co-occurring Conditions ☐ Special Needs

Indicate geographic locations (including clinic locations) where services would be provided ☐ South County ☐ Central County ☐ East County ☐ North County

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 demonstrated the capacity for completing and linking referrals to outpatient services.
YES ☐NO ☐
5
d.
Select all the applicable boxes of the licenses and certifications Offeror currently possesses to provide the services:

☐ Licensed Clinical Supervisor ☐ Waivered Clinical Supervisor ☐ Mental Health Specialist ☐ Peer Support Specialist

Select the applicable boxes and list the staff titles that make up Offeror’s treatment team to deliver the services as described in Attachment A7, 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.)

e.
Offeror addressed the following topics related to their organization’s outcome evaluation data as described in Attachment A7, Scope of Work, including:

· Their organization’s capacity and process to administer and collect the required PEI outcome evaluation data (e.g., assessment/outcome tools and performance measures currently utilized by staff).

· Their organization’s assessment/outcome tools and performance measures.

· Described how the data resulting from the assessment/outcome tools and performance measures informs clinical practice.

· 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).

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

YES ☐ NO ☐

f.
Offeror described the training and treatment practices used, including the Evidence-Based Practices (EBPs) and Promising Practices (PPs), with fidelity to the requirements for the MHSA PEI as set forth in accordance with the California Welfare and Institutions Code (WIC) Section 5840 including the following:

☐ Trauma-Informed Practices ☐ Brief Therapy ☐ Seeking Safety ☐ Stages of Change

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

· Personnel Retention Plan

· Organizational strategies for ensuring that continuity of staffing and care is provided to the OA/Caregiver population;

· How the program will be staffed appropriately and in a timely manner, including plan for supervision staff; and

· Ability to provide services according to county standards.

· Staffing Plan

· Organizational details (including staffing chart, leadership and management structure, and PEI reporting structure);

· Organizational trainings for Peer Respite Worker staff;

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

· Staff training, recruitment, and retention process;

· Recruit and train peer staff to work with the OA/Caregiver population;

· Organizational practices related to recruiting, hiring, and promoting multilingual 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).

· 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
h.
Offeror ensures the program implementation and provision of services as described in Attachment A7 would occur in a timely manner, including but not limited to:

☐ Offering services Monday-Friday during 9:00am-6:00pm;

☐ Process for intake and admission during business hours;

☐ Telehealth options;

☐ Use of trauma-informed approaches;

☐ Ability to provide appropriate referral to outpatient services; and ☐ Completion of all necessary documentation.

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 described and provided documentation to ensure the following OA 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;

· 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, 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. Offeror described how partner collaborations will:

· Increase meaningful use of client time and abilities in work, education, and daily activities.

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

· Obtain health insurance for clients.

· 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 B7: Older Adult Prevention and Early Intervention Services Evaluation Criteria CATEGORY 1: Prevention and Early Intervention Services

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