First_5_Sacramento_Health_Systems_Liaison.pdf

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First 5 Sacramento Health Systems Liaison
Solicitation number
2023-RFP-0265
Issued by
Sacramento County, San Francisco City, California

About this file

This is a Request for Proposal (RFP) issued by First 5 Sacramento, a Commission of Sacramento County, California, seeking a Health Systems Liaison for a three-year contract. The RFP aims to engage an experienced consultant or organization to serve as a liaison between local health systems, health plans, and family service organizations to improve service access for families. The selected contractor will conduct an environmental scan, build connections, and develop strategies to enhance collaboration and support closed-loop referrals. The contract will run from July 1, 2024, to June 30, 2027, with a maximum funding allocation of $250,000. Proposals are due by February 7, 2024, at 5:00 pm, with a prospective proposers' informational meeting scheduled for December 18, 2023, and the funding recommendation to be announced on March 7, 2024.

The RFP is part of First 5 Sacramento's 2024 Strategic Plan, which focuses on racial equity, diversity, and inclusion. The project targets pregnant women, children ages zero to five, their parents/caregivers, and early learning professionals in Sacramento County. Proposers must submit a comprehensive proposal addressing organizational capacity, staffing, project description, community connections, and a detailed budget. The evaluation will be conducted in three phases, with scoring criteria covering organizational experience, project description, community collaboration, budget alignment, and overall proposal feasibility. Contractors will be required to participate in the Commission's evaluation activities, collect client data, and provide quarterly progress reports. The selection process emphasizes the importance of cultural responsiveness and building effective relationships with diverse community partners.

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REQUEST FOR PROPOSAL

2023-RFP-0265

FIRST 5 SACRAMENTO HEALTH SYSTEMS LIAISON

County of Sacramento

9660 Ecology Lane

Sacramento, CA 95827

RELEASE DATE: December 8, 2023

DEADLINE FOR QUESTIONS: February 1, 2024

RESPONSE DEADLINE: February 7, 2024, 5:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Sacramento

REQUEST FOR PROPOSAL

First 5 Sacramento Health Systems Liaison

1. Introduction

2. Proposer's Instructions

3. Basis for Award

4. Project Details

5. Evaluation Phases

6. Vendor Submissions

7. Sacramento County Standard Terms and conditions

8. Additional Terms and Conditions

9. Good Neighbor Policy

10. Web Accessibility Policy

Attachments:

A - Health Systems Liaison Requirements Sheet.final

B - Mandatory Letter of Intent Form.health systems liaison

Request for Proposal #2023-RFP-0265 Title: First 5 Sacramento Health Systems Liaison

1. Introduction

1.1. Summary

The goal of this RFP is to work with an experienced consultant or organization that will serve as the

Commission’s liaison to local health systems, health plans, and family service organizations to improve access to services for families. The Health Systems Liaison will conduct an environmental scan, build connections, create strategies to increase collaboration and support closed loop referrals. A maximum of $250,000 is available to implement the services from July 1, 2024 - June 30, 2027. Please see the RFP

Specifications Sheet for more information regarding parameters for funding.

1.2. Background

A. Purpose of The Funding First 5 Sacramento’s vision is that Sacramento County will have strong communities where children are safe, healthy, and reach their full potential. To this end, First 5 uses tobacco tax revenue through Proposition 10 to support early childhood development through advocacy, systems improvement, and by funding a range of essential prevention and early intervention programs for Sacramento County children ages 0 to 5 and their families.

The First 5 Commission has laid out its foundational belief and core truth that racism, not race, is the root of health and early learning disparities. The Commission’s efforts focus on Racial Equity, Diversity &

Inclusion and Cultural Responsiveness (REDI +CR) to ensure we, and our partners, are equitably meeting the needs of Sacramento County’s children and families.

The First 5 Sacramento Commission routinely engages in a Strategic Planning process to determine community needs, assets, and gaps where the Commission may be able to have an impact in ensuring children have the best start in life. The 2024 Strategic Plan, which was approved on April 4, 2023, identifies five priorities for investment for Fiscal Years 2024-25 through 2026-27. The entire strategic planning process was designed to center racial equity, to be highly inclusive, and to be data informed.

Subsequently, Commission staff expanded on the Strategic Plan by developing a 2024 Implementation

Plan, which was approved on June 5, 2023. Both of these plans are available on the Commission’s website at first5sacramento.saccounty.gov. The Implementation Plan provides a roadmap for funding. It includes detail regarding funded strategies, the primary population to be served, the funding mechanism, and the three-year allocation for each strategy. Within this roadmap, each strategy indicates a funding process.

This funding opportunity is a competitive Request for Proposal (RFP) that allows for the submission of proposals detailing proposed services and a budget. Competitive RFPs enable the Commission to seek out qualified proposers that can provide effective services to identified populations using evidence-based, best, and promising practices.

The funding for this competitive RFP is focused on:

Strategy 2: Health Systems Liaison https://first5sacramento.saccounty.gov/About-Us/Pages/Strategic-ImplementationPlan.aspx https://first5sacramento.saccounty.gov/About-Us/Pages/Strategic-ImplementationPlan.aspx https://first5sacramento.saccounty.gov/About-Us/Pages/Strategic-ImplementationPlan.aspx https://first5sacramento.saccounty.gov/

A consultant to serve as the Commission’s liaison to local health plans and family service organizations to improve referrals and access to services for families. The Systems Liaison will participate in partner advisory groups/committees, maintain knowledge of pathways to access services, advocate for services, and help support some work of Sac Family Connect (www.sacfamilyconnect.com).

B. Primary Population

The First 5 Sacramento Commission funds shall serve pregnant women, children ages zero through five, their parents/caregivers, and early learning professionals in Sacramento County. Children are eligible for

Commission-funded activities up to their 6th birthday or until they enter kindergarten, whichever comes first. For further detail regarding the specific population to be served under this RFP, please refer to the RFP Specifications Sheet.

C. Amount of Funding and Contract Term

Funding is available for three years beginning July 1, 2024 through June 30, 2027. Please see the RFP

Specifications Sheet for the recommended funding amounts under this competitive RFP.

Funding for approved programs will be subject to periodic fiscal and program evaluation to ensure that the anticipated results are being achieved. The Commission is under no obligation to continue funding beyond the contract term.

1.3. Contact Information

Linda Fong-Somera

Program Planner

2750 Gateway Oaks Drive, Suite 330

Sacramento, CA 95833

Email: fongli@saccounty.gov

Phone: (916) 876-7386

Department:

First Five Sacramento

Department Head:

Julie Gallelo

Director

1.4. Timeline

Release Project Date December 8, 2023 http://www.sacfamilyconnect.com/ mailto:fongli@saccounty.gov tel:(916)876-7386

Prospective Proposers' Informational

Meeting (Non-Mandatory)

December 18, 2023, 10:30am

Zoom https://saccounty-net.zoomgov.com/j/1606804011?pwd=L0JzeGdNV

FJjQ0QyMHVKcjgwajBhZz09

Meeting ID: 160 680 4011

Passcode: 765233

669-254-5252

Letter of Intent to Apply Due January 12, 2024, 5:00pm

Question Submission Deadline February 1, 2024, 5:00pm

Proposal Submission Deadline February 7, 2024, 5:00pm

Evaluation of Proposals Completed March 4, 2024

Funding Recommendation Announcement March 7, 2024, 5:00pm

On our website at first5sacramento.saccounty.gov

Protest Deadline March 14, 2024

Resolution of Protest March 25, 2024

Approval of Contract Award by F5

Commission

April 8, 2024

700 H Street, Board Chambers

Sacramento, CA 95814 https://saccounty-net.zoomgov.com/j/1606804011?pwd=L0JzeGdNVFJjQ0QyMHVKcjgwajBhZz09 http://first5sacramento.saccounty.gov/

2. Proposer's Instructions

General Format: Respond to all requests for information, complete and upload forms contained in this

RFP. A qualifying response must address all items. Proposer is solely responsible for accuracy and completeness of proposal. Responses considered incomplete may be rejected.

Alteration of RFP Text: The original text of this RFP document, as well as any attachments, amendments or other official correspondence related to this RFP document, may not be manually, electronically or otherwise altered by proposer or proposer’s agent(s). Any response containing altered, deleted, additional or otherwise non-original text will be disqualified.

Preparation of Response:

A. All responses must be signed by an authorized officer or employee of the responder (see

"Certification that Application is True and Correct" under Vendor Submission section).

B. Responses must be submitted prior to the specified date and time, using the SacCountyEbids.

Responses delivered by hand, fax, telephone, e-mail, or any postal carrier will not be accepted. If bidder uploads a file to SacCountyEbids, it is bidder responsibility to ensure the file is not corrupt or damaged. If the Commission is unable to open an attachment because it is damaged, corrupt, infected, etc., it may disqualify bidder’s submission. See this training guide for guidance entering your online response.

C. Proposals must be submitted in the legal entity’s name of the proposer and that legal entity shall be party to a contract with First 5 Sacramento Commission.

D. If the Commission determines that revisions or additional data to the RFP are necessary, the

Commission will provide addenda to the proposers.

E. Costs for developing and submitting proposals are the responsibility of the proposer and shall not be chargeable in any way to the Commission.

F. All proposals shall remain confidential until an agreement has been fully executed by First 5

Sacramento Commission.

G. The Commission will reject any proposals not meeting all RFP requirements.

H. Issuance of this RFP in no way constitutes a commitment by the First 5 Sacramento Commission to award a contract. News releases pertaining to this RFP and its award shall not be made without prior written approval of the Commission.

Confidential Information/Public Record: All responses become property of the Commission. All responses, including the accepted proposal and any subsequent contract, become public records per the requirements of California Government Code, Section 7920.000 et seq., “California Public Records Act”.

Proprietary material must be clearly marked as such. Pricing and service elements of the successful proposal are not considered proprietary information.

https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/saccounty http://help.procurenow.com/en/articles/5815468-opengov-procurement-vendor-training

The Commission will treat all information submitted in a proposal as available for public inspection once the Commission has selected a contractor. If you believe that you have a legally justifiable basis under the California Public Records Act (Government Code Section 7920.000 et seq.) for protecting the confidentiality of any information contained within your proposal, you must identify any such information, together with the legal basis of your claim in your proposal and present such information separately (see "Confidential" section in Vendor Submissions) as part of your response package.

The final determination as to whether the County will assert your claim of confidentiality on your behalf shall be at the sole discretion of the County. If the County makes a determination that your information does not meet the criteria for confidentiality, you will be notified as such. Any information deemed to be non-confidential shall be considered public record.

3. Basis for Award

This proposal award will be determined by factors other than price alone. The Commission's sole purpose in the evaluation process is to determine, from among the Responses received, which one is best suited to meet the Commission's needs. Any final analysis or weighted point score does not imply that one proposal is superior to another, but simply that in our judgment the proposal(s) we select offer(s) the best overall solution for our current and anticipated needs. The Commission reserves the right to make modifications to any scoring and/or weight structure prior to the evaluation of responses.

The responses will remain sealed during the proposal evaluation period, and will be made available for public inspection upon notice of proposal award.

Bid responses will be considered valid for a period of180 calendar days after bid closing date above.

Note: All specifications, terms and conditions of this request will apply to any resulting order.

3.1. Scoring Criteria

A. Proposals that meet minimum requirements (eligible to apply, all components of the Request for Proposals completed) will be included in a review and selection process. Proposals will be reviewed by First 5 staff and evaluated by an Ad Hoc Review Team which may consist of First 5

Sacramento Advisory Committee members, representatives from other public agencies, and/or individuals from the community at large. Staff for the Review Team will recommend the highest rated proposal(s) to the First 5 Executive Director. The Executive Director will make final recommendations to the First 5 Sacramento Commission. The First 5 Executive Director may recommend an agency that is not the highest rated and provide justification for the recommendation to the Commission.

B. Recommendation(s) for the award(s) is contingent on successful resolution of any protests, which would otherwise restrict or limit such an award.

C. Proposals will be scored on other factors in addition to pricing in your proposal such as ability to meet the requirements of the RFP, experience, references, risk assessment, etc.

3.2. Funding Award / Notification of Intent to Award

After proposals have been reviewed and scored, funding recommendations will be posted online at www.first5sacramento.saccounty.gov. Formal funding recommendations will be made by Commission staff to the Commission for action. Proposers will be notified of the staff recommendation no later than fourteen (14) days in advance of the Commission meeting when the RFP will be addressed.

Attendance by proposers recommended for funding is required at the public meeting to address the

Commissioners’ questions regarding the proposal. Refer to the Timeline for the date of the Commission meeting when funding recommendations will be presented. Proposers will be notified of the meeting details and provided with instructions for participation at least a week in advance of the Commission meeting.

https://first5sacramento.saccounty.gov/

3.3. Opportunity To Protest

Any proposer wishing to protest disqualification in the screening process or the proposed recommendation(s) must submit a written Letter of Protest within five (5) working days following the posting of funding recommendations. Any protest shall be limited to the following grounds:

1. Procedural irregularities: For example, one of more Proposer(s) treated differently than other

Proposers by allowing them to submit additional information after the deadline).

2. Conflict of interest: For example, a member of the Selection Committee is a member of the Board of any bidder organization.

3. Proposer Qualifications: Commission staff is proposing to award the contract to a Proposer other than the Proposer judged to be qualified by the Ad Hoc Review Team.

Protest letters must contain a complete statement of the basis for the protest, including a clear explanation of the failure of the Commission to follow the rules of the RFP as discussed above. The

Letter of Protest must also include the name, title, address, email address, and telephone number of the person representing the protesting party. The written Letter of Protest must reference the RFP title and number, and can be submitted via email to Julie Gallelo, Executive Director, at: galleloj@saccounty.gov.

Protest letters must be received via email within five (5) working days following the posting of scores and/or funding recommendations. It is the proposer’s responsibility to ensure the email was sent and received by the deadline. Oral protests will not be accepted. Protests will not be accepted after the deadline specified (see timeline in the Introduction section).

All written protests shall be investigated by the Executive Director, or her designee, who shall make a finding regarding any protest within seven (7) working days of receipt of the Letter of Protest and communicate the finding to the author of the protest letter.

3.4. Rights of the Commission

The Commission reserves the right to:

1. Make an award of a contract for all the services offered in a RFP or for any portion thereof.

2. Reject any or all proposals received in response to this RFP, or to cancel this RFP or any part of it, if it is deemed in the best interest of the Commission to do so.

3. To reissue a cancelled RFP.

4. Negotiate changes to proposals.

5. Enter into negotiations with the proposer who submitted the next highest-rated funding request, or issue a new RFP, if a competitor that is selected through this RFP fails to accept the terms of the

Commission’s contract and associated requirements and documents.

6. Require information in addition to the proposal for further evaluation or clarification, if necessary.

7. Make the final determination of the RFP requirements on financial stability, responsibility and review of internal controls as to whether to move the request forward from the screening to the review process.

8. To issue addendums or supplements as needed.

9. Negotiate, make changes, or terminate a contract due to program changes or issues and resource or funding constraints.

mailto:galleloj@saccounty.net

4. Project Details

4.1. Important Instructions for Electronic Submittal

The County is accepting electronic bid submissions (proposals). Bidders (proposers) shall create a FREE account with ProcureNow by signing up at https://secure.procurenow.com/signup. Once you have completed account registration, browse back to this page, click on "Draft Response", and follow the instructions to submit the electronic proposal.

4.2. Eligibility to Apply

A. Lead agencies or fiscal agents applying on behalf of groups such as, but not limited to:

o Grassroots or community-based groups o Voluntary organizations

B. Non-profit organizations, including those applying on behalf of a community collaborative.

C. Public and private businesses (corporations, LLC’s, sole proprietors, partnerships, etc.) with a current business license, complying with all local, State and Federal requirements.

D. Evaluation, research, or health and social service consulting firms

E. Faith-based or religious organizations or groups, although active participation cannot be a prerequisite for individual involvement or participation in funded programs.

Please note that while partnerships and subcontracts are allowed, organizations/consultants cannot apply for the funds and then re-grant the funds to other entities/consultants to provide the services.

4.3. Mandatory Letter of Intent

A. All proposers must submit the mandatory Letter of Intent (form available for download in the

Attachments section) by the stated deadline to be eligible to apply.

B. A Letter of Intent must be submitted electronically by emailing it to the First 5 staff member indicated on the form. It is the responsibility of the proposer to ensure that the Letter of Intent is received by the stated deadline. Letters of Intent received after the deadline will not be accepted.

4.4. Request for Proposal Requirements

Please read over the Specifications Sheet for this Request for Proposals which you will find in the

Attachments section. The Specifications Sheet includes the detailed information about this RFP and is key to your ability to respond to the questions in the Vendor Submissions section.

Please be sure to reply to and/or upload a document to each prompt in this RFP under the

"Questionnaire" in the Vendor Submission section; you will receive an error message if required responses are missing.

https://secure.procurenow.com/signup

Long-answer questions each have a maximum number of characters which is noted for each question.

On average, a page of 12-point Arial font print with 1.5 line spacing and 1-inch margins is about 2,500 characters. If you click on "word count" in the lower left of a Word document, it will reveal the character count for the document (or a selected section of the document). We highly recommend composing your answers in a Word or similar document that is save-able and then copying and pasting it into the appropriate answer section in SacCountyEbids.

You will be asked to provide information pertaining to:

• Organizational / consultant description, capacity, and experience

• Description of staff

• Description of the proposed services

• Proposed budget

4.5. Evaluation and Data Collection Requirements

All agencies funded by First 5 Sacramento must manage and monitor their programs and projects to ensure quality and timely work. They will be required to participate in the Commission’s evaluation and contract compliance activities. In order to demonstrate that strategies are resulting in their intended outcomes, providers conducting direct services will collect client consent to participate in the evaluation, collect and report client-level and aggregate data for numbers of clients served, client demographics, service usage data, and selected outcomes. Specific to this RFP, the selected agency/consultant may be required to:

A. Work with the Commission’s evaluation contractor to develop an evaluation plan that is based on Commission results, outcomes and indicators. In addition, the selected agency/consultant may be asked to provide information or data for the Commission's annual report.

B. Participate in training on how to utilize the Commission's online data collection system.

C. Provide, at a minimum, quarterly contract progress reports.

D. Participate in other evaluation activities as the Commission and/or its evaluation consultant deems necessary.

As a condition of receiving First 5 funding, all funded programs/projects are required to provide complete access to data collected without restriction or financial cost to the Commission/the

Commission’s evaluation contractor.

4.6. Insurance Requirements

If selected for funding, your organization will be required to obtain and maintain insurance that fulfills

Commission and Sacramento County requirements. Failure to conform to insurance requirements shall constitute grounds for termination of the contract.

4.7. Withdrawal of Proposal by Proposer

A proposal may be withdrawn through the SacCountyEbids portal by selecting "Unsubmit Proposal" if you have already submitted it; you may also place a "No Bid". If you have not submitted your proposal but have begun it, you may also place a "No Bid" if you decide for some reason not to go forward with the proposal. We would appreciate you selecting a reason for the no bid as it will help us in designing future releases.

5. Evaluation Phases

5.1. Phase 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Proposal Package

Each proposal will be reviewed for the submission of required items, documentation, and forms as specified in the Request for

Proposals. Commission staff will verify that the submitted proposal is complete and has passed or failed Step 1.

Pass / Fail 1 (100% of Total)

5.2. Phase 2 - Internal Review by Commission Staff

No. Evaluation Criteria Scoring Method Weight (Points)

1. Fiscal Solvency & Organizational Description, Capacity, and Experience

Fiscal solvency:

• Proposal includes the most recent and complete audited financial statement by an independent, certified public accountant, for a fiscal period not more than 18 months old. The audited financial statement shows evidence of solvency and adequacy of accounting practices. If an audited financial statement is not available, a Federal

Income Tax Return (Form 990). If the audit covers a parent firm, the parent firm shall be party to the contract. Or other information in lieu of the certified audit that is of equal value in determining the fiscal stability of the proposer.

• Good standing: An organization and its principals are not debarred, suspended, or otherwise excluded from or ineligible for, participation in federal, state, or county government contracts.

Demonstrated relevant capacity and experience:

• Organization / consultant has clear

REDI+CR policies and training

• Organization / consultant experience and expertise aligns with the needs of this RFP

• Skills and experience with gathering, synthesizing, and analyzing qualitative and quantitative data to use for plans or reports

• Skills and experience with developing and facilitating a committee, coalition, or collaborative

• Experience with building trusting and effective relationships with a diverse array of community and partners

0-5 Points 15 (25% of Total)

• Staffing pattern and duties are clear, relevant, and realistic. If a subcontractor or consultant is proposed, a summary of relevant duties/expertise is included and the need is justified

2. Project Description & Scope of Work (SOW)

Demonstrated knowledge of the key principles and requirements outlined in the RFP:

• Clear layout in the SOW of what the activities will be and how they will support the needs of the RFP

• Narrative summarizes key goals and key activities that will result in core needs of RFP being met -environmental scan, strong connection with partners, development of strategies, and a plan that supports a coordinated system of improved access, closed loop referrals, and utilization of culturally responsive health and family support services.

• Thoughtful explanation of why chosen activities will be effective in meeting criteria of the RFP

• Plan for measuring progress

0-5 Points 20 (33.3% of Total)

3. Community Connections and Collaboration

Includes intentional and well thought out plans to serve as a liaison and support collaboration:

• Describes activities/strategies to work and collaborate with

Commission staff and Sac Family

Connect

• Identifies strategies to build connections with community

• Identifies strategies to build connections with champions of health systems, health plans and family service organizations

0-5 Points 10 (16.7% of Total)

4. Budget

The proposed budget must correspond to the scope of services, deliverables and outcomes outlined:

• Budget accounts for all components of the proposed activities and will adequately support the project

• Proposed expenses are relevant to project, reasonable and realistic

• Staffing FTE appropriate for scale of proposed project

• If applicable, subcontractor budgets included

0-5 Points 5 (8.3% of Total)

5. Overall Feasibility of the Proposal

Overall sense that this proposal, if funded, will meet the goals of the RFP:

• Project / proposed services seem do-able, realistic, and of a scale that makes sense

• Organization / consultant brings the necessary skills and experience to serve as an effective planner, facilitator, convener, and liaison with a diverse array of partners

• Is a good fit for building connections with community, organizations, and systems

• Is a good match for the values and priorities of First 5

(16.7% of Total)

5.3. Phase 3 - Review by Community Review Team

No. Evaluation Criteria Scoring Method Weight (Points)

1. Organizational Description, Capacity, and

Experience

Demonstrated relevant capacity and experience:

• Organization / consultant has clear

REDI+CR policies and training

• Organization / consultant experience and expertise aligns with the needs of this RFP

• Skills and experience with gathering, synthesizing, and analyzing qualitative and quantitative data to use for plans or reports

• Skills and experience with developing and facilitating a committee, coalition, or collaborative

• Experience with building trusting and effective relationships with a diverse array of community and partners

0-5 Points 45 (25% of Total)

2. Staffing

Staffing:

• Staffing pattern and duties are clear, relevant, and realistic

• Staffing capacity necessary to operate the project in accordance with the project’s timeline, design, and projected outcomes

• If a subcontractor or consultant is proposed, a summary of relevant duties/expertise is included and the need is justified

(5.6% of Total)

3. Project Description & Scope of Work (SOW)

Demonstrated knowledge of the key principles and requirements outlined in the RFP:

• Clear layout in the SOW of what the activities will be and how they will support the needs of the RFP

• Narrative summarizes key goals and key activities that will result in core needs of RFP being met -environmental scan, strong connection with partners, development of strategies, and a plan that supports a coordinated system of improved access, closed loop referrals, and utilization of culturally responsive health and family support services.

• Thoughtful explanation of why chosen activities will be effective in meeting criteria of the RFP

• Plan for measuring progress

0-5 Points 60 (33.3% of Total)

4. Community Connections and Collaboration

Includes intentional and well thought out plans to serve as a liaison and support collaboration:

• Describes activities/strategies to work and collaborate with

Commission staff and Sac Family

Connect

• Identifies strategies to build connections with community

• Identifies strategies to build connections with champions of health systems, health plans and family service organizations

0-5 Points 25 (13.9% of Total)

5. Budget

The proposed budget must correspond to the scope of services, deliverables and outcomes outlined:

• Budget accounts for all components of the proposed activities and will adequately support the project

• Proposed expenses are relevant to project, reasonable and realistic

• Staffing FTE appropriate for scale of proposed project

• If applicable, subcontractor budgets included

0-5 Points 15 (8.3% of Total)

6. Overall Feasibility of the Proposal

Overall sense that this proposal, if funded, will meet the goals of the RFP:

• Project / proposed services seem do-able, realistic, and of a scale that makes sense

• Organization / consultant brings the necessary skills and experience to serve as an effective planner, facilitator, convener, and liaison with a diverse array of partners

• Is a good fit for building connections with community, organizations, and systems

• Is a good match for the values and priorities of First 5

0-5 Points 25 (13.9% of Total)

6. Vendor Submissions

6.1. Proposal Requirements*

Did you read through and confirm that you met all of the proposal requirements?

☐ Yes

☐ No

*Response required

6.2. Organizational Description, Capacity, and Experience

6.2.1. What is the legal name of the organization applying?*

Include any Parent Corporation name if applicable

*Response required

6.2.2. What is the Federal Tax Identification Number of the

organization/consultant?*

*Response required

6.2.3. Where is the organization located?*

Please list addresses for all service delivery locations and note where the proposed program will be delivered.

*Response required

6.2.4. Who is the contact person for this proposal?*

Please provide name, phone, and email address

*Response required

6.2.5. If applicable, what is the organization's annual operating budget?

6.2.6. If applicable, what is the total staffing (full-time equivalent or FTE) of the organization?

6.2.7. Describe how you / your organization centers Racial Equity, Diversity, Inclusion and Cultural Responsiveness (REDI+CR) in your work. What policies and training do you incorporate for yourself and your staff (if you have staff) to support this?*

Maximum response length: 2500 characters

*Response required

6.2.8. Please tell us how you / your organization is well-poised to meet the needs of this RFP. What experience or expertise do you have that aligns with this work?*

Maximum response length: 3000 characters

*Response required

6.2.9. Please tell us about your experience with gathering, synthesizing, and analyzing qualitative and quantitative data, and generating a plan or report of recommendations. What critical skills in this area will be brought to the project?*

Maximum response length: 3000 characters

*Response required

6.2.10. Please tell us about your experience with developing and facilitating a committee, coalition, or collaborative. What skills do you possess that will be used in this effort? How do you keep everyone focused on a common goal?*

Maximum response length: 4000 characters

*Response required

6.2.11. Please tell us about your experience building trusting, respectful, and effective working relationships with a diverse array of partners from community, to organizations, to systems. What strengths and lessons learned will you be able to apply to the efforts and role of Health Systems Liaison?*

Maximum response length: 4000 characters

*Response required

6.3. Staffing

6.3.1. Project Staffing*

Please describe the staff position(s) and FTE / amount of time that will be assigned to this effort. What tasks / duties will be assigned to each position (if more than one)? Note that resumes or job descriptions will be uploaded further below. If a subcontractor or consultant will be utilized please explain why and summarize their tasks/duties.

Maximum response length: 3000 characters

*Response required

6.4. Project Description and Scope of Work

Please tell us what you plan to do with the funds. Please summarize the key activities and goals of the services you plan to provide. What type(s) of services will be provided to help meet the needs of this project? Download and complete required document and answer each question in this section.

6.4.1. Scope of Work Template*

Please download the below documents, follow the instructions using them as a guide, complete the

Scope of Work document, and upload it.

• Scope_of_Work_Instructions_...

• Scope_of_Work.doc

*Response required https://government-project.s3.amazonaws.com/52116/5f5b2c5b-5c07-4bc5-a723-43515b9a8856_Scope_of_Work_Instructions_and_Example.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=Yz1ST3B66%2FgUhdHT%2Fe8psVjYJm8%3D&response-content-disposition=attachment%3B%20filename%3D%22Scope_of_Work_Instructions_and_Example.pdf%22 https://government-project.s3.amazonaws.com/52116/d34f9564-1941-4fe8-a0cb-e7f01f70f041_Scope_of_Work.doc?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=gXQM7AlP8cJCU%2B%2BkPz5AqUgvOxU%3D&response-content-disposition=attachment%3B%20filename%3D%22Scope_of_Work.doc%22

6.4.2. Scope of Work Narrative*

Please provide additional information that is either not included and/or supports the information in the

Scope of Work document.

• Using your expertise and experience, summarize the key goal(s) of your proposal that must be accomplished to best support the needs of the RFP.

• What key services will you provide, to whom, and why are those services critical to the success of this project? How will those activities result in an accurate environmental scan, build strong connections with partners, prioritize and develop a plan of strategies, and help implement the plan? (Reminder - the plan should support a coordinated system of improved access, closed loop referrals, and utilization of culturally responsive health and family support services.)

• Why/how will those activities be effective in meeting the criteria of the RFP?

Maximum response length: 5000 characters

*Response required

6.4.3. Measuring Progress*

How will you know you are successful in your efforts? What processes will you use to measure progress and change course if needed?

Maximum response length: 2000 characters

*Response required

6.5. Community Connections and Collaboration

6.5.1. Community Connections and Collaboration*

• How do you plan to maintain open lines of communication and coordination with Commission staff (and Sac Family Connect when applicable)? What activities do you propose to support collaboration with staff and partners, and support consensus building around a plan for implementation?

• What key strategies will you use to build connections with community?

• What key strategies will you use to identify, build, and maintain connections with champions at health systems, health plans, and family service organizations?

• How will the approach you are proposing be effective, culturally responsive, and trauma-informed when working with community and partners?

Maximum response length: 3000 characters

*Response required

6.6. Budget

Proposers should make every effort to develop budgets that are in line with common business practices and adequate to ensure project success. Complete the line item Budget Request Form using the instructions, example, and template downloadable below. The budget should include the amount requested of the Commission.

If staff, subcontractors, or consultants are currently Full-Time Equivalent (FTE) and you are seeking

Commission funds for this position, you must describe the actions to be taken to reassign the current duties and ensure the proposed funds will not supplant current funds. If staff, subcontractors, or consultants are part-time and you are seeking Commission funds for this position, you must identify the portion of a full-time position that is currently being funded (by percentage of FTE) and indicate the additional percentage of a FTE that will be funded by the Commission.

A separate budget(s) must be prepared for each of your subcontractors and consultants, if any, for each fiscal year that the funds are requested for subcontractors and consultants.

6.6.1. Budget Documents*

Download and read the Budget Template Instructions and Example. Then download, complete, and upload the Fillable Budget Template. Complete a separate budget for the applicant agency and each sub-contractor (if applicable).

• Budget_Template_Instruction...

• Budget_Template_example.pdf

• Fillable_Budget_Template_bl...

*Response required

6.7. Certifications

Please complete each certification below. Some require you to download, complete and then upload a document.

6.7.1. Will your organization accept the Sacramento County Standard Terms and Conditions as included in this RFP (See section 6)?*

☐ Yes

☐ No

*Response required

6.7.2. Confidential Company Information (if applicable)

The County will treat all information submitted in a proposal as available for public inspection once the

County has selected a contractor. If you believe that you have a legally justifiable basis under the

California Public Records Act (Government Code Section 7920.000 et seq.) for protecting the confidentiality of any information contained within your proposal, you must identify any such information, together with the legal basis of your claim in your proposal, and present such information in this section as part of your response package. Click "File Upload" below to upload your confidential documents.

6.7.3. Contractor Certification of Compliance*

WHEREAS it is in the best interest of Sacramento County that those entities with whom the County does business demonstrate financial responsibility, integrity and lawfulness, it is inequitable for those entities https://government-project.s3.amazonaws.com/52116/f7292c81-15bb-4e5c-ac8f-e53c7029715e_Budget_Template_Instructions.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=Qlqhb7Ms4Khhb2rE7j2SYJx57vM%3D&response-content-disposition=attachment%3B%20filename%3D%22Budget_Template_Instructions.pdf%22 https://government-project.s3.amazonaws.com/52116/ff1996c7-dcfb-4eb2-a316-e7eb5e728898_Budget_Template_example.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=2gCqky3fwyJZFvEMNu8jV6bWDMo%3D&response-content-disposition=attachment%3B%20filename%3D%22Budget_Template_example.pdf%22 https://government-project.s3.amazonaws.com/52116/a20478d4-0d02-4367-928f-c95e225f717c_Fillable_Budget_Template_blank.xlsx?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=zqEqAydxTPLiYqrPdIh7XxxFu7k%3D&response-content-disposition=attachment%3B%20filename%3D%22Fillable_Budget_Template_blank.xlsx%22 with whom the County does business to receive County funds while failing to pay court-ordered child, family and spousal support which shifts the support of their dependents onto the public treasury.

Therefore, in order to assist the Sacramento County Department of Child Support Services in its efforts to collect unpaid court-ordered child, family and spousal support orders, the following certification must be provided by all entities with whom the County does business:

CONTRACTOR hereby certifies that either:

☐ (a) the CONTRACTOR is a government or non-profit entity (exempt)

☐ (b) the CONTRACTOR has no Principal Owners (25% or more) (exempt)

☐ (c) each Principal Owner (25% or more), does not have any existing child support orders

☐ (d) CONTRACTOR’S Principal Owners are currently in substantial compliance with any court-ordered child, family and spousal support order, including orders to provide current residence address, employment information, and whether dependent health insurance coverage is available. If not in compliance, Principal Owner has become current or has arranged a payment schedule with the

Department of Child Support Services or the court.

*Response required

6.7.4. Contractor Certification of Compliance Cont...*

New CONTRACTOR shall certify that each of the following statements is true:

A. CONTRACTOR has fully complied with all applicable state and federal reporting requirements relating to employment reporting for its employees; and

B. CONTRACTOR has fully complied with all lawfully served wage and earnings assignment orders and notices of assignment and will continue to maintain compliance.

NOTE: Failure to comply with state and federal reporting requirements regarding a contractor's employees or failure to implement lawfully served wage and earnings assignment orders or notices of assignment constitutes a default under the contract; and failure to cure the default within 90 days of notice by the County shall be grounds for termination of the contract. Principal Owners can contact the

Sacramento Department of Child Support Services at 1-866-901-3212, by writing to P.O. Box 269112, Sacramento, 95826-9112, or via the Customer Connect website at www.childsup.ca.gov.

☐ Yes

☐ No

*Response required

6.7.5. Non-Collusion Affidavit*

I state that I am authorized to make this affidavit on behalf of my agency, and its owners, directors, and officers. I am the person responsible in my agency for the price(s) and the amount of this proposal.

I state that:

A. The price(s) and amount of this proposal have been arrived at independently and without consultation, communication or agreement with any other contractor, bidder or potential bidder, except as disclosed below in the exceptions field (accept with exceptions).

B. That neither the price(s) nor the amount of this proposal, and neither the approximate price(s) nor approximate amount of this proposal, have been disclosed to any other firm or person who is a bidder or potential bidder, and that they will not be disclosed before proposal opening.

C. No attempt has been made or will be made to induce any agency or person to refrain from submitting a proposal on this contract, or to submit a proposal higher than this proposal, or to submit any intentionally high or noncompetitive proposal/bid or other form of complementary proposal.

D. The proposal by my agency is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any agency or person to submit a complementary or other noncompetitive proposal.

E. My agency, its affiliates, subsidiaries, officer, directors and employees are not currently under investigation by any governmental agency and have not in the last five years been convicted of or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to bidding on any public contract.

F. No current or previous employee of the Commission (employed by Commission within the last calendar year) has been involved or is currently involved in any manner, directly or indirectly, with bidder’s response or considerations in responding to this request.

I understand and my agency understands and acknowledges that the above representations are material and important, and will be relied upon by the Commission in awarding the contract(s) for which this proposal is submitted. I understand and my agency understands that any misstatement in this affidavit is and shall be treated as fraudulent concealment from the Commission of the true facts relating to the submission of proposals/bids for this contract. Any violation of this certification shall render bidder’s response invalid. In such a case, bidder’s response will be immediately disqualified.

☐ Please confirm

*Response required

6.7.6. Certification Regarding Debarment and Suspension*

CONTRACTOR agrees to comply with 45 CFR Part 76.100 (Code of Federal Regulations), which provides that federal funds may not be used for any contracted services, if CONTRACTOR is debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency.

I (We) certify to the best of my (our) knowledge and belief, that CONTRACTOR named in this application

/ proposal and its principals:

7. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency;

8. Have not within a three (3)-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

9. Are not presently indicted or otherwise criminally or civilly charged by a governmental entity

(federal, state, or local) with commission of any of the offenses enumerated in paragraph (2) of this certification; and

10. Have not within a three (3)-year period preceding this application/proposal/agreement had one or more public transactions (Federal, State, or local) terminated for cause or default.

11. Shall notify COMMISSION within ten (10) days of receipt of notification that CONTRACTOR is subject to any proposed or pending debarment, suspension, indictments or termination of a public transaction.

12. Shall obtain a certification regarding debarment and suspension from all its subcontractors that will be funded through this Agreement.

13. Hereby agree to terminate immediately, any subcontractor’s services that will be/are funded through this Agreement, upon discovery that the subcontractor is ineligible or voluntarily excluded from covered transactions by any federal department or agency.

☐ Please confirm

*Response required

6.7.7. Fiscal and Risk Assessment Questionnaire*

Download the below documents, complete, and upload.

• Fiscal_and_Risk_Assessment_...

*Response required

6.7.8. Complete the Non-Supplantation Certification*

Download the below document, complete it, and upload it.

• Non-Supplant_Cert.pdf

*Response required

6.7.9. Complete the Anti-Tobacco Policy*

Download the below document, complete it, and upload it.

https://government-project.s3.amazonaws.com/52116/4297ab7c-513d-4844-b96e-837dd8030520_Fiscal_and_Risk_Assessment_Questionnaire_.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=g1TLXeHRm1oj6IgbttsIlul56Xw%3D&response-content-disposition=attachment%3B%20filename%3D%22Fiscal_and_Risk_Assessment_Questionnaire_.pdf%22 https://government-project.s3.amazonaws.com/52116/cc775419-9ede-4236-9506-e48e14b59f2c_Non-Supplant_Cert.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=KFmHV9xuDovCC7H5aMpECbiZI3g%3D&response-content-disposition=attachment%3B%20filename%3D%22Non-Supplant_Cert.pdf%22

• Anti-Tobacco_Policy.pdf

*Response required

6.7.10. Agency Audit*

All proposals must include the most recent and complete audited financial statement by an independent, certified public accountant, for a fiscal period not more than 18 months old. The audited financial statement must show evidence of solvency and adequacy of accounting practices. If an audited financial statement is not available, please submit a Federal Income Tax Return (Form 990). If the audit covers a parent firm, the parent firm shall be party to the contract. The Commission may require other information in lieu of the certified audit, if it is of equal value in determining the fiscal stability of the proposer.

Proposers may request an exemption from this requirement, provided all the following stipulations are met:

A. The proposer's total annual budget is no more than $100,000;

B. Requested funding for the proposed project does not exceed $50,000;

C. Audited financial statements do not exist; and

D. Unincorporated independent consultant

Upload your audit or written request for exemption detailing how A-D, above, apply to your agency's situation.

*Response required

6.7.11. Certification that Application is True and Correct*

Download the below documents, complete, and upload.

• Certification.pdf

*Response required

6.8. Appendices

6.8.1. Organizational Chart

If applicable, upload your organizational chart here; it should reflect the staffing for the entire organization and show how the staffing for this program would fit in the larger organization.

6.8.2. Resumes / Job Descriptions*

Upload resumes of key project staff (or job description if position is not yet filled).

*Response required

6.8.3. Subcontractor / Consultant Information

Upload resumes / descriptions of subcontractor(s) and consultant(s) (if applicable).

https://government-project.s3.amazonaws.com/52116/dbb5a59e-2a73-4b66-be00-22bba40f9c56_Anti-Tobacco_Policy.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=Q%2BgfbKzR6XtXvCyuhDbjuhoROLw%3D&response-content-disposition=attachment%3B%20filename%3D%22Anti-Tobacco_Policy.pdf%22 https://government-project.s3.amazonaws.com/52116/cc388e00-1d7d-44b9-aea1-5d521a15807e_Certification.pdf?AWSAccessKeyId=AKIARC2J5PZDCCU66EXN&Expires=1702155132&Signature=Cqqk960XgxDtOeXYa2N0UeYz0gI%3D&response-content-disposition=attachment%3B%20filename%3D%22Certification.pdf%22

7. Sacramento County Standard Terms and conditions

A. BID/QUOTE/PROPOSAL TERMS AND CONDITIONS: All of the terms and conditions of the bid, quote, or proposal against which this agreement is applied, are hereby incorporated.

B. INVOICING & PAYMENT: Upon timely submission of itemized invoices by vendor/contractor, payment shall be made per the terms of this agreement and for the prices stipulated for supplies delivered and/or services rendered after inspection and acceptance. Deductions, if any, may be made from payment as provided by this agreement. Payment on partial deliveries may be made whenever amounts due so warrant or when requested by the vendor/contractor and approved by the Commission.

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