LowIntensityResidential_RFP.FINAL.pdf

SECTION

15A. NAME AND

ADDRESS

OF OFFEROR

SOLICITATION, OFFER, AND AWARD 1. This Contract is a Rated Order under the Defense Priorities and Allocations System (DPAS) - Code of Federal Regulations - at 15 CFR 700.

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision Number 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. EMAIL ADDRESS

11. TABLE OF CONTENTS

(X) DESCRIPTION PAGE(S) (X) SECTION PAGE(S)DESCRIPTION

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause Number 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

DATEAMENDMENT NUMBERAMENDMENT NUMBER DATE

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION UNDER THE

UNITED STATES CODE AT:

10 U.S.C. 3204(a) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 12/2022)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB) INVITATION FOR BID

NEGOTIATED (RFP) REQUEST FOR

PROPOSAL

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

OBI260011

Court Services and Offender Supervision Agency 800 North Capitol Street, NW, 6th Floor, Washington, DC 20002

9594CS26Q0041

via email 3:00PM

RoShawn K. Washington roshawn.washington@csosa.gov

32 55

8/28/2026

8/7/2026

1 57

Elijah Anderson

Low Intensity Residential Treatment Services

9594CS26Q0041

August 7, 2026

Continuation of SF-33

See Attachment J-12 for Pricing Tables

Listing of Incorporated Purchase Requisitions

Purchase Requisition Numbers and accounting data to be incorporated at the purchase award.

SECTION B – SERVICES AND PRICES

B.1 The Total Firm Fixed Price of this contract is $ TBD at Award.

B.2 Contract Type. A firm-fixed price contract establishes fixed prices for services. The Contractor shall provide all services required for all contract line items included in this award in accordance with Section C, Statement of Work (SOW).

B.3 Upon delivery and acceptance of the item(s) specified in the DELIVERABLES in SECTION F and described in SECTION C of this contract, the Government shall pay to the Contractor the total fixed price.

B.4 North American Industry Classification System (NAICS). The NAICS Code for this acquisition is 623220 – Residential Mental Health and Substance Abuse Facilities.

B.5 Services. Contractors shall provide services in accordance with the Section C SOW.

B.6 Contract Line-Item Number (CLIN) Breakdown. The tables below are a breakdown of all the services to be performed under the CLIN for each period of performance, i.e., CLIN 0001, 10001, and so on.

B.7 Contract Funding. The Contractor is not authorized to exceed the obligated amount on this contract. Per Section F.1, this contract has a base period of twelve months and four 12-month option periods.

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SECTION C –STATEMENT OF WORK

LOW-INTENSITY RESIDENTIAL TREATMENT

C.1.0 INTRODUCTION/BACKGROUND

The Court Services and Offender Supervision Agency (CSOSA) was established under Section 11232 of the National Capital Revitalization and Self-Government Improvement Act of 1997 to effectuate the reorganization and transition of functions relating to pretrial services, parole, adult probation and offender supervision in the District of Columbia to a Federal Executive Branch agency. CSOSA’s mission is to increase public safety, prevent crime, reduce recidivism, and support the fair administration of justice in close collaboration with the community through the supervision of all probationers, parolees and supervised releases held under the authority of any United States or District of Columbia statute, or any other lawful authority entrusted to the District.

Within CSOSA, the Office of Behavioral Treatment (OBI) serves as the central hub for assessing risk and need and delivering evidence-based treatments for Supervisees in differing stages of change at various field locations. OBI coordinates and delivers comprehensive assessments, evaluations, treatment, treatment and housing services designed to address one or more criminogenic risks and needs that pose challenges to Supervisees' successful re-entry into the community and compliance with release conditions.

C.2.0 OBJECTIVE

CSOSA seeks a qualified, District of Columbia, Department of Behavioral Health (DBH)-certified Substance Use Disorder (SUD) treatment Contractor to provide male offenders American Society of Addition Medicine (ASAM) Level 3.1 clinically managed low-intensity residential treatment for 90-day treatment episodes consistent with ASAM Criteria (4th Edition) and District of Columbia regulations.

C.3.0 STANDARDS

C.3.1 ASAM Level 3.1 Definition & Placement: Level 3 (Residential) care is part of ASAM’s continuum; Level 3.1 provides clinically managed, low-intensity residential treatment determined via multidimensional assessment and dimensional admission criteria.

C.3.2 DC Regulatory Framework: Providers must comply with Title 22-A DCMR, Chapter 63 — Certification Standards for Substance Use Disorder Treatment and Recovery Providers.

C.3.3 Facility Certification: Non-hospital residential facilities must be certified by the Mayor/DBH, demonstrate organized programs and qualified supervision/staffing, and hold the appropriate Public Health: Human Services Facility business license endorsement.

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C.3.4 Level 3.1 Program Duration & Minimum Service Intensity: Level 3.1 provide at least five (5) hours of treatment services per week, typically lasting up to 90 days.

C.3.5 Appropriate Clients: The Contracting Officer’s Representative (COR) will present referral packages to the provider for a client(s) who has received a substance use disorder assessment from a CSOSA Assessment and Evaluation Placement Specialist confirming the client meets ASAM Level 3.1 placement criteria, and:

a. May be employed, in school, in pre-vocational programs, actively seeking employment, involved in a structured day program;

b. Recognize his SUD and is committed to recovery or are in the early stages of change and not yet ready to commit to full recovery but needs a stable supportive living environment to support their treatment or recovery;

c. May have a stable co-occurring physical or mental illness; and

d. Who is capable of self-care but is not ready to return to family or independent living.

C.3.6 Contractor Certification/Licensing Requirements. The Contractor shall maintain certifications required in Sections C.3.2 and C.3.3 throughout the period of performance, and shall comply with any subsequent revisions or additions to the certification standards for substance use treatment programs in the District of Columbia, Department of Behavioral Health (Contractor shall be certified by DBH for mental health services if the services are provided in the District of Columbia).

The Contractor shall follow all applicable District of Columbia requirements for licensing, and all other applicable regulations regarding substance use treatment programs.

C.3.7 Location of Service Delivery. The contractor shall provide services within the city of Washington, DC., due to Interstate Compact requirements and restrictions.

C.4.0 SCOPE/REQUIREMENT

C.4.1 Key Personnel At a minimum, the Contractor shall provide key personnel who are Qualified Providers and Credentialed Staff permitted to provide SUD services or components of SUD services in accordance with the applicable service standards and any other applicable standards in DMR, Chapter 22-A63, Certification Standards for Substance Use Disorder Treatment and Recovery Providers.

C.4.1.1 Qualified Providers are behavioral health clinicians appropriately licensed, certified, or registered in the District by the Department of Health. A Qualified Provider shall only render those SUD services or components of SUD services that are consistent with the scope of the Qualified Provider’s license, certification, or registration. Applicable laws and regulations dictate whether and to what extent a Qualified Provider:

August 7, 2026

1. Is subject to supervision requirements when providing SUD services; and

2. May supervise other Qualified Providers or Credentialed Staff in the provision of SUD services.

C.4.1.2 Credentialed Staff are non-licensed staff or staff who are not Qualified Providers who are permitted to render SUD services or components of SUD services pursuant to any applicable service specific supervision requirements. Credentialed Staff shall only render SUD services or components of SUD services that do not require a license, certification, or registration by the DC Department of Health. The below named staff positions shall be considered direct service providers and Key Personnel:

C.4.1.3 Program Director.

a. Duties – the Program Director shall authority and responsibility for the administrative direction and day-to-day operation of the program(s), hiring of staff, and assigning job functions and descriptions. The Program Director is responsible for overall outcomes, curriculum development, and training of staff.

b. Minimum Qualifications – Bachelor Degree (Master’s Degree Preferable) in Social Work, Psychology or other behavioral health discipline from an accredited college or university preferred; and a minimum of five (5) years within the past seven (7) years of documented work experience in the behavioral health field providing, developing, implementing, and/or administering programs.

C.4.1.4 Clinical Director.

a. Duties - the Clinical Director shall be responsible for the full-time clinical direction and day-to-day delivery of clinical services provided to clients of the program(s). The clinical director must be a clinician who is licensed to practice independently in the District and supervise other clinical staff. The Clinical Director shall be responsible for conducting case file reviews, case file audits, crisis treatment consultations, reviewing and approving written clinical documents, providing clinical staff oversight and continuous quality improvement, monitoring activities, and participating in interdisciplinary team meetings. The Clinical Director shall provide regular clinical supervision of all direct service staff, which shall include face-to-face discussions, observations of performance, clinical staffing, review of written documentation and annual performance evaluations.

b. Minimum Qualifications – The Clinical Director shall be an appropriately credentialed professional who is able to assess and treat co-occurring disorders and has specialized training in behavioral health services. The clinical director must:

1. Possess a minimum of five (5) years within the past seven (7) years of documented experience as a clinical director in a residential substance abuse treatment setting.

2. Be a qualified Provider Diagnostic Assessment and Plan of Care. Qualified Providers for 22-A6339, Diagnostic Assessment and Plan of Care who are permitted to screen, assess, and diagnose may be:

i. Physicians

ii. Psychologists

iii. Licensed Independent Clinical Social Workers (LICSWs)

iv. Licensed Graduate Professional Counselor (LGPCs)

v. Licensed Professional Counselors (LPCs)

vi. Licensed Marriage and Family Therapists (LMFTs)

C.4.1.5 Clinical Care Coordinator. The Contractor shall designate one qualified Provider as Clinical Care Coordinator to provide Core Clinical Coordination (CCC) services. The Contractor shall designate one of its qualified key personnel as Clinical Care Coordinator (consistent with DMR 22A6340, Clinical Care Coordination, and DMR 22A6344, Recovery Support Service, regulations).

a. Duties - At a minimum, the Clinical Care Coordinator shall be responsible for coordinating Client services (i.e., medical, mental health, housing, vocational), 1:1 case planning, preparing treatment plans, participating in the interdisciplinary team meetings, aftercare and discharge plans, completing clinical documentation, and meeting weekly with each assigned Client. Assisting clients with paperwork and enrollment procedures for community-based treatment and support programs.

b. Minimum Qualifications - The Clinical Care Coordinator shall be a Qualified Provider in accordance with the requirements of DRM 22-A6340, Clinical Care Coordination. Qualified Providers are:

1. Physicians

2. Psychologists

3. LICSWs

4. LGSWs

5. LPC’s

6. APRNs

7. LMFTs

8. RNs

9. LISWs

C.4.1.6 Medication Management Provider.

a. Duties – At a minimum, the Medication Management Provider shall be responsible for ensuring that the Clients’ medication is available as prescribed, safely storing and dispensing medication, monitoring client’s self-administration of medication (i.e., “watch take”), maintaining records that track and account for all prescribed medications, conducting monthly inspections of the medication areas, and maintaining records of the monthly inspections.

b. Minimum Qualifications – The person designated to perform medication management tasks must be a qualified Provider for 22-A6345, Medication Management, or credentialed staff.

1. Qualified Providers of Medication Management are:

a. Physicians; and

b. APRNs.

The following may deliver prescribed medications under the direction of a Qualified Provider:

a. PAs.

b. RNs; or

c. LPNs.

c. The Contractor can satisfy this requirement by employing a direct service, contract or public health provider that is licensed in the local jurisdiction where the facility is located to oversee the medication management requirements. If a contractor is used, the offeror must provide a letter of intent in the proposal package.

C.4.1.7 Residential Monitor.

a. Duties – At a minimum, the Residential Monitor shall be responsible for conducting room inspections, maintaining the facility safety, escorting Clients, and monitoring Client movement through use of destination passes and established itineraries.

b. Minimum Qualifications – The Residential Monitor must possess:

1. High school diploma or GED equivalency, and

2. Prior experience in a residential program (preferred).

3. C.4.12.8 With CSOSA’s approval, the Contractor may use volunteers in the performance of this requirement. The Contractor shall subject volunteers to the same CSOSA Security Screening process and Standards of Conduct as that required for paid staff.

4. C.4.12.9 Contractor staff not identified above shall be considered indirect service providers.

5. C.4.12.10 The Contractor shall ensure that at least one staff member that is certified in CPR is on-site 24 hours per day.

6. C.4.12.11 The Contractor shall ensure that the Clinical Supervisor, Case Manager, and Counselor staff shall have a caseload ratio of no more than 20:1 for CSOSA Clients.

7. C.4.12.12 The Contractor shall provide staffing coverage 24 hours per day, 7 days per week, and 142 weeks per year. The Clinical Supervisor shall be available on-site or by telephone 24 hours per day.

C.4.2 TASKS

The Contractor shall furnish all personnel, supervision, facilities, transportation, supplies, and services necessary to provide ASAM Level 3.1 residential treatment to adult male clients, capacity 20 beds, for 90-day episodes, including:

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• Referrals

• Intake

• Diagnostic Assessment & Plan of Care

• Treatment Model & Minimum Intensity

• Individual SUD Counseling/Therapy

• Group Counseling/Therapy

• Drug Testing

• Care Coordination & Recovery Supports

• Medication Storage & Administration

• Discharge (for Program Completion & Early Termination)

C.4.2.1 Referrals. The Contractor shall receive referrals for: 1) Clients who require transitional housing and treatment services; and 2) Clients who require transitional housing and treatment services, in addition to substance abuse treatment. Referrals will be made based upon identified need and will include Clients ordered to be placed in transitional housing and treatment by the courts, either as part of a sentence or pre-sentence, or as a condition of probation, parole or supervised release. CSOSA’s treatment staff will use ASAM Criteria 3.1 when referring Clients to the Contractor.

C.4.2.1.1 Referral Authorization and No Show/Missed Appointments. Initial Referral Package. The Referral Authorization. Referral Package. The Contracting Officer Representative (COR) shall notify the Contractor and the CSOSA Treatment Housing Placement Team (THPT) via email, of a referral package, within a minimum of twenty-four

(24) hours prior to each admission to receive any of the assessment services listed as tasks.

The referral authorization shall contain the following:

• A referral date and billing authorization document indicating the task(s) to be completed;

• Supervisee identification information-In the event the Supervisee does not have an email address in CSOSA’s electronic record system, entitled Supervision Management and Record Tracking-21 (SMART21); all appointments must be scheduled in person by the contractor;

• The COR’s name and e-mail/contact information;

• The Supervisee’s Community Supervision Officer’s (CSO) e-mail/contact information; and

• Collateral and supplemental information that will be used to complete the assessments/evaluations, consider diagnoses, and formulate treatment recommendations (e.g., a copy of the Supervisee’s Notice of Action (NOA) or Judgment and Commitment (J&C) order, Special Conditions, and/or pre-or-post sentence investigation reports).

The Contractor shall only perform task(s) specified in the referral authorization. The referral authorization is the only document that makes CSOSA financially responsible for Supervisee services provided by the Contractor. No verbal or other authorization is recognized or allowed.

The contractor must provide the CSO and Supervisee both verbal and written notification of its no show policy when attempting to make an appointment with the Supervisee.

The CSO/SCSO must notify the contractor immediately upon learning that a Supervisee will miss an appointment due to an unforeseen emergency.

C.4.2.2 No Show/Missed Appointments. If the Supervisee is a no-show (i.e., fails to report for the scheduled assessment or evaluation), the Contractor shall email the COR, Behavioral Health Administrator, Behavioral Health Coordinator, CSO and SCSO within 24 hours, or the next business day. All appointments and no-show notifications shall include the date and time for the appointment, and if the Supervisee is to be re-scheduled for another appointment. The rescheduled appointment shall take place no later than five (5) business days following the initial scheduled appointment. The Contractor is required to send e-mail notifications for no show/missed appointments on the same day as the scheduled appointment. In the referral authorization, the COR will provide the Contractor the e-mail addresses for all required recipients.

Supervisees are only allowed to miss one appointment before closure of their referral occurs unless the reason is unforeseen and documentation is provided. Below is a list of examples of unforeseen situations, which is not all inclusive.

• Urgent Care or Emergency Room Visit

• Hospitalization

• Incarceration

• Court Hearings

• Family Emergency or Deaths

• Natural Disasters

C.4.2.3 Referral Package Documentation. Vendor Referral Letter (VRL). The COR shall provide a VRL (Attachment J-1) to the Contractor and THPT as a form of notification, as part of the referral package. The VRL shall contain the following:

a. Client name.

b. Admission date.

c. Projected discharge date.

d. Treatment duration.

e. The maximum dollar amount authorized for the placement duration.

f. Transportation information (if any), noting offender pickup location and time, which will be on the date of admission. The agency does not anticipate weekend admissions, but there may on occasion be a request for admission after normal operating hours.

The VRL is the only document that makes CSOSA financially responsible for Client services provided by the Contractor. No verbal or other authorizations are recognized or allowed.

CSOSA is not responsible for Client services provided without a VRL, or for any Client services provided that exceed the placement duration or the maximum dollar amount authorized for the placement duration.

C.4.2.4 Clinical Assessment. The referral package shall contain clinical assessment (current or prior), or a summary of presenting issues, and purified protein derivative (PPD) or chest x-ray results. CSOSA will ensure offenders have PPD/TB test results that are valid within one

(1) year of the actual placement. For any offenders with a history of a positive PPD/TB reading, CSOSA will provide evidence of a chest x-ray completed within the last five years, and clearance from a pulmonologist or other qualified public health facility, or a physician specializing in pulmonary disease which documents that the offender is currently asymptomatic.

C.4.2.5 Additional Documentation. Along with the VRL, the referral package shall contain a Release of Information: Substance Abuse Treatment (Attachment J-2); Release of Information: Health Records (Attachment J-3; Release of Information: Mental Health Treatment (Attachment J-4); and Release of Information: Privacy Act Waiver (Attachment J-5).

C.4.2.6 Pre-Admission Suitability Decision. Upon receipt of a referral package from the COR, the Contractor shall review the referral documentation to determine the individual’s suitability for placement. Within two business days, the Contractor shall confirm that the client may, or may not, be suitable for placement. The Contractor may request additional relevant information from the THPT (email: THPT@csosa.gov), in writing to the COR via email. The COR will provide requested information or reply via email that additional information is not available. Upon receipt of additional information, or notification, the Contractor shall complete a secondary review and render a suitability decision to the THPT (email address here), in writing via email (as applicable), within one business day of receipt of the COR’s response to the Contractor’s request.

C.4.2.7 Duration of Services. The length of services to be provided is up to 90 days. The length of the placement may be extended by the COR in consultation with the Contractor and the Community Supervision Officer (CSO). An updated VRL will be provided to the Contractor by the COR to cover any placement extension.

C.4.3 Intake

C.4.3.1 Offender Pick-up and Delivery. The Contractor shall have the capability to transport offenders to its facility between 9:30 a.m. and 3:00 p.m., Monday through Friday and drop-off offenders to any CSOSA-designated location within the District of Columbia, unless special arrangements have been made for pickup or drop-off after 3:00 p.m. or on weekends. All vehicles used to transport offenders shall be in good working condition and conform to all standards/requirements defined by the Department of Motor Vehicles in the jurisdiction where the vehicle is registered.

C.4.3.2 Intake Interview. Within 24 hours of admission, or the next business day (if 24 hrs. falls on a weekend), the Contractor shall conduct an intake interview with each Client. During the intake interview the Contractor shall:

a. Identify and log any medications or personal items that the offender desires to place in secure storage.

b. Identify the Client’s primary counselor who will make contact (via email) with the Client’s CSO.

c. Obtain signed waivers of confidentiality upon the informed consent of the Client.

The waiver of confidentiality shall extend to all personnel who have access to the offender’s personally identifiable information (PII).

d. Provide the Client with a program handbook and program schedule.

e. Review the program rules and provide the offender with the Contractor’s program handbook and program schedule.

f. Program rules and the handbook:

i. Shall advise offender that unscheduled overnight absence may result in immediate discharge.

ii. Shall delineate the offender’s rights and responsibilities.

iii. Shall not place restrictions on the offender that interfere with his or her ability to focus on skill development, job readiness, and other behavioral health concerns.

g. Conduct urinalysis/oral toxicology.

C.4.4 Diagnostic Assessment And Plan Of Care. The Contractor shall complete Diagnostic Assessment and Plan of Care consistent with DMR 22-A6339. Diagnostic Assessment and Plan of Care services include two distinct actions:

C.4.4.1 The assessment and diagnosis of the client.

a. The Contractor shall designate a qualified Provider(s) to complete both the Diagnostic Assessment and Plan of Care.

b. Diagnostic Assessment and Plan of Care services shall be provided in certified SUD treatment programs or community settings.

C.4.4.2 Assessment and Diagnosis. The Contractor shall conduct a comprehensive treatment needs assessment for each client within seven (7) business days of admission.

a. Assessment Instrument. The treatment needs assessment shall be conducted using the Addiction Severity Index (ASI) or a comparable, comprehensive biopsychosocial assessment tool. The assessment shall be administered by a qualified staff member meeting the credential requirements set forth in Section C [cross-reference credential section].

The Contractor is not required to administer a new ASI if CSOSA provides an ASI completed within six (6) months of the client's admission date. In such cases, the Contractor shall review the existing ASI, document any clinically significant changes since the prior assessment, and incorporate findings into the initial treatment plan.

b. Required Assessment Content. Regardless of the instrument used, the treatment needs assessment shall include, at a minimum, the following:

• Substance Use and Treatment History: A detailed account of the client's substance use history, including substances used, patterns and severity of use, and all prior substance use disorder treatment episodes, settings, and outcomes.

• Mental Health History: A review of the client's psychiatric and behavioral health history, including prior diagnoses, hospitalizations, outpatient treatment, current symptoms, and psychotropic medication status.

• Personal and Social History: A complete personal history including educational attainment, vocational training, employment history, family and social support, housing stability, and any other factors relevant to the client's treatment needs and recovery potential.

• Additional Relevant Factors: Any other clinical, psychosocial, or criminogenic information that may inform the client's individualized treatment needs, including medical conditions, trauma history, legal history, and cultural or linguistic considerations.

c. Integration of Prior Assessment Information. The Contractor shall incorporate all available prior assessment information into the initial treatment needs assessment and treatment plan. Prior assessment information includes, but is not limited to:

• Reentry Services Coordinator (RSC) Discharge Plan

• Community Intervention Team (CIT) assessment

• CSOSA Performance Contract

• Any prior clinical assessment, psychological evaluation, or treatment summary provided by CSOSA or its designee

The Contractor shall not duplicate assessment activities where prior documentation is current and clinically sufficient. Where prior information is incomplete, outdated, or inconsistent with the client's current presentation, the Contractor shall supplement the record accordingly and document the basis for any departure from prior findings.

d. Discharge Planning Integration. The initial treatment needs assessment shall reference relevant clinical and psychosocial factors that will inform discharge planning. The Contractor shall identify anticipated discharge needs at the time of assessment, including continuity of care, step-down level of care, housing, behavioral health follow-up, and community support linkages, to support a seamless continuum of care from admission through discharge.

e. Documentation and Retention. The completed treatment needs assessment shall be documented in the client's treatment record no later than seven (7) business days following admission. All assessment findings, instrument scores, prior records reviewed, and clinical determinations shall be retained in the client treatment file. Assessment records shall be made available to CSOSA upon request and maintained in accordance with applicable federal, District of Columbia, and contract records retention requirements.

C.4.4.2 The development of the Plan of Care.

a. Plan of Care. The Contractor’s Plan of Care shall include necessary referrals.

b. Updates to the Plan of Care shall occur, at a minimum, to every 90 days for Level

3.1.

C.4.4.2.1 Plan of Care. The Contractor shall develop an individualized plan of care for each client within seven (7) business days of admission, based on the results of the diagnostic assessment and referral information provided by CSOSA.

a. The Plan of Care shall be person-centered and include the following elements:

1. Overall broad, long-term goal statement(s) that captures the client’s short- and long-term goals for the future, ideally written in first-person language. This shall include the client’s self-identified recovery goals;

2. List or statement of individual strengths that support goal(s) accomplishment.

These include abilities, talents, accomplishments, and resources;

3. List or statement of barriers that pose obstacles to the client’s ability to accomplish the stated goal(s). These include symptoms, functional impairments, lack of resources, consequences of behavioral health issues, and other challenges;

4. Statement of objectives that identify the short-term client changes in behavior, function, or status that can help overcome the identified barriers and are building blocks toward the eventual accomplishment of the long-term goal(s).

Objective statements describe outcomes that are measurable and include individualized target dates to be accomplished within the scope of the plan;

5. Treatment statements that describe the treatment and recovery services to be utilized to reduce or eliminate the barriers identified in the plan and support objective and eventual goal(s) accomplishment. Treatments are specific to each objective and the client’s stage of change. Treatment statements identify who will deliver the service, what will be delivered, when it will be delivered, and the purpose of the treatment. Natural support treatments should also be included in the plan and include those non-billable support delivered by resources outside of the formal behavioral health service-delivery system.

When appropriate and applicable, evidence-based practices (EBP) shall be incorporated into the treatment statement;

6. The client’s signature on the plan (if the client refuses to sign the Plan of Care, the Clinical Care Coordinator shall document the reason(s) in the Plan of Care); and

7. Signatures of all interdisciplinary team members participating in the development of the Plan of Care. A Plan of Care is valid when electronically signed and dated by an independently licensed clinician working within the scope of their license.

C.4.5 Treatment Model and minimum intensity. The Contractor shall provide a minimum of five hours per week of SUD Counseling/Therapy, which may consist of:

C.4.6 Individual SUD Counseling/Therapy. A face-to-face service for symptoms and behavior management, development, restoration, or enhancement of adaptive behaviors and skills, and enhancement or maintenance of daily living skills to facilitate long-term recovery.

Individual SUD Counseling/Therapy addresses the specific issues identified in the Plan of Care. Individual counseling/therapy shall:

a. Be documented in an encounter note; and

b. Not be conducted within the same or overlapping time period as Medication

Management.

C.4.7 Group Counseling/Therapy. Cognitive Behavioral Groups, Support Groups, and Interpersonal Process Groups. Cognitive Behavioral Groups have a trained facilitator utilizing a specific therapeutic model to alter thoughts and actions that lead to substance use. Support Groups uplift members and provide a forum to share pragmatic information about managing day-to-day life. Interpersonal Process Groups delve into major developmental issues that contribute to SUD or interfere with recovery. The following provisions apply to Group SUD Counseling:

a. Group SUD Counseling/Therapy addresses the specific issues identified in the Plan of Care;

b. The focus of the group SUD Counseling/Therapy session shall be driven by the participants; and

c. A maximum of fifteen (15) individuals may participate in a single group SUD counseling/therapy session.

C.4.8 Drug Screening. The Contractor shall conduct weekly drug screening of all clients.

Drug Screening consists of toxicology sample collection (urine testing) and breathalyzer testing to determine and detect the use of alcohol.

a. The Contractor shall screen for the following types of drugs:

1. Amphetamines/Methamphetamine

2. Cocaine Metabolite

3. Marijuana

4. Methadone

5. Opiates 6 Heroin

7. PCP

8. Alcohol

9. Creatinine

10. Synthetic Cannabinoids (Urinalysis testing only)

11. Fentanyl

12. Oxycodone

b. The Contractor must have their own drug screening policy, submitted to COR within 10 days of award.

c. Chain of custody for the toxicology specimen must be observed and documented in accordance with Federal and District laws and regulations; and

d. Individuals collecting the samples must be properly trained to do so.

C.4.8.1 Breathalyzer Testing. The Contractor shall provide Breathalyzer testing randomly or as needed if alcohol use is suspected. Breathalyzer testing is the collection and documentation of valid breath specimens for alcohol analysis. A Breathalyzer is conducted to test for blood alcohol content to inform treatment for a client. The following provisions apply to Breathalyzer services:

a. Breathalyzer testing requires an in-person collection of the sample;

b. Breathalyzer testing must be documented with an encounter note and recorded results;

c. The chain of custody must be kept in accordance with District of Columbia guidelines; and

d. Individuals collecting the samples must be properly trained.

C.4.9 Care Coordination & Recovery Supports.

C.4.9.1 Core Clinical Coordination (CCC). CCC service adopts a “whole person” approach to address the client’s needs related to physical health and wellness, behavioral health, social determinants of health, employment readiness, literacy, GED, life skills training, relapse prevention, money management, and other essential services, as identified in the client’s plan of care, to stabilize the client to return them to the community and prepare them for independent living.

CCC involves coordination of care between the behavioral health clinician and the clinical personnel of an external provider (e.g., primary care, another behavioral health provider, hospital).CCC occurs when the Clinical Care Coordinator, through direct face-to-face contact, video-conferencing, or telephone, communicates treatment needs, assessments, and treatment information to external health care providers and facilitates appropriate linkages with other health care professionals, including transitions into or from higher levels of care or institutional settings.

CCC also includes treatment planning and plan of care implementation activities that are separate from the diagnostic assessment service, when the clinician and client are meeting face-to-face or through videoconference.

The Clinical Care Coordinator is responsible for ensuring that the client is at the appropriate LOC. If the client fails to make progress or has met all of their treatment goals, the Clinical Care Coordinator shall ensure timely assessment and transfer to a more appropriate LOC.

The Clinical Care Coordinator must document CCC service in an encounter note that indicates the intended purpose of that particular service, the actions taken, and the result(s) achieved.

C.4.9.2 Recovery Support Groups. The Contractor shall provide on-site group SUD Counseling-Psychoeducation sessions including lectures, audio-visual presentations, and handouts to develop coping skills that support recovery and problem-solving strategies for managing SUD. The subject of the counseling must be relevant to the client’s needs as identified in his Plan of Care. Providers shall complete an encounter note for each participant including the client's response to the group. No more than twenty (20) clients may participate in a single session.

C.4.10 Medication Storage and Administration. The Contractor shall designate a Medication Management Provider to ensure that all medications are administered in accordance with the prescribing physician’s orders. The Contractor shall ensure that “watch-take” procedures are implemented when each Client takes their medications and document any Client refusal to take their prescribed medication.

C.4.10.1 All medication (prescription and non-prescription) must be kept in a locked storage area maintained by the Contractor. Any prescription medication brought into the facility by a Client shall not be administered or self-administered until the medication can be identified and the attending Provider’s written order or approval is documented in the Client record. All medications, both prescription and over the counter, brought into the facility must be packaged and labeled in accordance with Federal, State, or District of Columbia regulations. All medication dispensation must be performed by a duly trained staff member and shall be recorded on a daily log that indicates the client’s name, drug dispensed, dosage, date and time of dispensation. Any changes to the medication type, dosage, and/or administration frequency shall be approved by a licensed Physician or Psychiatrist.

C.4.10.2 Medications requiring refrigeration shall be maintained in a separate and secure refrigerator, labeled “For Medication Only”, and shall be maintained at a temperature between thirty-six degrees Fahrenheit (36 F) and forty-six degrees Fahrenheit (46 F). All refrigerators shall have thermometers, which are easily readable, in proper working condition, and accurate within a range of plus or minus two (2) degrees Fahrenheit.

C.4.10.3 The Contractor shall track and monitor the clients on hand supply of medication(s) to ensure that the client secures his/her supply of medication no later than seven (7) days prior to the client’s planned discharge date. In the event that the medication cannot be obtained before the client discharges, the Contractor shall ensure that the client possesses a valid written prescription upon discharge.

C.4.10.4 The Contractor shall ensure that the results for clients who require monitoring of daily blood sugar levels and high blood pressure levels are documented and stored in the client’s treatment file.

C.4.11 Discharge

C.4.11.1 Successful Program Completion.

a. Discharge Staffing. The Contractor shall update the plan of care and conduct a discharge staffing no later than fourteen (14) calendar days prior to the Client’s completion of the program (i.e. – the anticipated discharge date on the VRL).

b. Discharge Plan. The Contractor shall prepare a written discharge plan (consistent with section C.4.10.6) no later than ten (10) calendar days prior to the anticipated discharge date on the VRL.

C.4.11.2 Early Termination. The Contractor may request early termination, a client’s separation from program on a date prior to the anticipated discharge date on the VRL, due to a client’s non-compliance with program rules.

C.4.11.3 Emergency Staffing for Early Termination. To initiate early termination, the Contactor must hold an emergency staffing with the client’s CSO, or SCSO, by telephone, or in person. If the CSO or SCSO cannot be reached by telephone to schedule the emergency staffing, the Contractor shall send an email notification to the CSO and SCSO of the emergency staffing request. In the staffing the Contactor must explain the reason(s) or incident(s) that prompted the request for early termination.

C.4.11.4 Notification of Early Termination. When the client engages in high-risk behavior, including aggressive behavior, criminal activity, serious threats, violence, or inappropriate sexual activity, the Contractor shall email the COR, CSO, SCSO and Office of Community Supervision and Treatment Services (OCSIS) Rapid Engagement Team (RET) (ocsisrapidengagement@csosa.gov) within one hour, or as soon as possible, of the event. If the event requires the Contractor to call 911 for any reason, the Contractor should call 911 before contacting the COR, CSO, SCSO and Office of Community Supervision and Treatment Services (OCSIS) Rapid Engagement Team

(RET).

C.4.11.5 Reporting Early Termination. The contractor shall complete Table 6:

Unusual Incidents in the next Monthly Program Activity Report (Attachment J-6) submitted following the early termination date.

C.4.11.6 Discharge Plan - The Contractor’s discharge plan for all types of discharge must contain:

a. The Client’s name, PDID (or CSOSA ID).

b. The admission date.

c. The date of the discharge staffing (or emergency staffing in cases of early termination).

d. The individuals in attendance for the discharge staffing.

e. The discharge date.

f. The length of the Client’s stay in the program.

g. Any DSM-5 diagnoses.

h. A summary of the overall treatment experience.

i. An aftercare/relapse prevention plan.

j. The discharge prognosis.

k. A list of the specific programs the Client is required to attend for aftercare services such as community mental health care or community-based support meetings, to include the locations with verified addresses, and the points of contact.

l. The name and telephone number of a Contractor staff member who can be contacted should CSOSA require additional information.

m. The signature of the preparer and Clinical Supervisor, or Program Director.

Once signed, the Contractor shall email a copy of the completed plan to the COR and the CSO within three (3) calendar days following the Client’s discharge.

C.4.11.7 Transfers to Other Levels of Care. For those Clients who will be entering another treatment modality upon discharge, the Contractor shall provide CSOSA with all relevant information from the Client’s treatment file to support the need for any additional services. CSOSA will forward the necessary information (for those additional services) and reporting instructions to the next treatment provider prior to the Client’s discharge date.

C.5.0 GENERAL ADMINISTRATIVE REQUIREMENTS

C.5.1 Posted Program Activities. The programming activities schedule shall be posted in plain sight for the client and Contractor’s staff.

C.5.2 Clinical Staffing. The Contractor shall hold a minimum of one clinical staffing within 45 days of intake. Clinical staffing shall include the Contractor’s clinical staff and the client’s invited CSO. The clinical staffing may also include the CSO’s supervisory staff. During these staffing, the Contractor shall review the client’s treatment planning progress, skills development, and positive accomplishments; address behavioral/compliance issues; and conduct ongoing individualized discharge planning, as well as other meetings and treatments as deemed necessary by CSOSA. The Contractor shall notify the assigned CSO of all scheduled clinical staffing in writing, no later than seven (7) calendar days in advance, and document the notification on the CSOSA contact form. The treatment plan review shall be documented on the Contractor Clinical Staffing form and shall be filed in the Client’s treatment file.

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C.5.3 Medical Insurance. The Contractor shall connect Clients with publicly funded resources for medical care, medication services and/or private insurance, as appropriate. To accomplish this goal the Contractor shall ensure that all eligible, uninsured Clients complete the necessary paperwork for enrollment in the District of Columbia’s Health Care System (DC Medicaid Expansion Program or the Affordable Health Care Act) within 72 hours of admission. The Contractor shall track the application status to ensure that the Client receives the necessary insurance identification number and card issuance prior to being discharged.

C.5.4 Outings/Visitations. Movement outside the facility shall be limited to employment, vocational, housing searches, or social service appointments that are verified and approved by the Contractor’s staff. The Contractor shall screen all clients for drug and alcohol use immediately upon return from activities outside of the facility.

C.5.5 Electronic Medical Records Submission Requirement. The Contractor shall ensure that all electronic medical records (EMRs) are transmitted to CSOSA database system via the District of Columbia Health Information Exchange (DC HIE) / DC CRISP (Chesapeake Regional Information System for our Patients) within four (4) business days of discharge of each patient. Such transmission shall be completed in accordance with all applicable federal and District of Columbia health information privacy laws, including but not limited to the Health Insurance Portability and Accountability Act (HIPAA), 42 C.F.R. Part 2, and applicable DC HIE regulations. The Contractor shall maintain compliance with DC CRISP data sharing agreements and interoperability standards to ensure timely, accurate, and complete transfer of patient health records to the CSOSA database system. Failure to transmit electronic medical records within the prescribed four (4) business day timeframes shall be reported to the Contracting Officer's Representative (COR) and may be subject to remedial action in accordance with the terms of this contract.

C.5.6. Client Housing Facility Requirements. Residential Treatment and Recovery Program Requirements. CSOSA follows the housing facility requirements as set forth in District of Columbia Municipal Regulations (DCMR), Title 22, Subtitle 22A63, Sections 6315, Facilities Management, and 6325 Residential Treatment and Recovery Programs. The contractor’s facility shall meet or exceed these requirements. An AED Defibrillator shall be present in each facility. Each facility should have a designated telephone for residents’ use.

C.5.6.1 Food and Nutrition Requirements. CSOSA follows the food and nutrition requirements as set forth in DCMR 22-A6318 and DCMR 22-A6325. The Contractor’s food and nutrition services shall be expected to meet or exceed these requirements.

C.5.6.2 Infectious Disease Prevention and Control Program (IDPCP). The Contractor, at the time of award, shall have an IDPCP in place to protect facility residents, workers, volunteers, and visitors from the spread of infectious disease outbreaks (including COVID-19 or other novel infectious diseases). The IDPCP shall be informed by guidance or requirements from the Center for Disease Control’s COVID- 19 Guidance for Shared or Congregate Housing, state and local public health departments, and other relevant partners.

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C.5.7 Contractor Staffing. The Contractor shall ensure that all staff performing services are personally reliable, and duly and appropriately licensed and/or certified to perform services associated with this requirement. All Contractor staff shall meet CSOSA background security requirements (H.1 Personnel Security).

C.5.7.1 The Contractor shall provide a list of all employees working with CSOSA Clients to the COR and this list shall be current at all times. Changes to the list shall be provided to the COR within 48 hours of any change in status.