Motivational_Interviewing_(MI)_Coaching_&_Training.pdf

County of Orange, Social Services Agency

Invitation for Bid for Motivational Interviewing (MI) Coaching & Training

IFB # 063-3077401-BC

For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/ocgov

COUNTY OF ORANGE

Social Services Agency

PROCUREMENT SERVICES

500 N. State College Blvd. Ste. 100

Orange, CA

92868

Date: Tuesday, September 22, 2026

INVITATION FOR BIDS

FOR: MOTIVATIONAL INTERVIEWING (MI) COACHING & TRAINING

BID MUST BE RECEIVED BEFORE:

October 22, 2026 / 2:00 pm

IFB # 063-3077401-BC

Procurement Services Regular Office Hours:

8:00 AM to 5:00 PM

Monday through Friday

The office is closed between 12:00 PM and 1:00 PM

Table Of Contents

1. General Information

2. General Instructions

3. Protest Procedures

4. Scope of Work

5. Electronic Fund Transfer (EFT)

6. Pricing

7. Vendor Responses

Attachments:

A - Model Contract - IFB-063-3077401-BC- Motivational Interviewing

County of Orange IFB

Social Services Agency - Motivational Interviewing (MI) Coaching & Training, 063-3077401-BC

SECTION 1. General Information

1.1 BACKGROUND

To strengthen and sustain the application of Motivational Interviewing (MI) practices across Orange

County Social Services Agency (SSA) staff and contracted Family Resource Center (FRC) providers by delivering structured training, coaching, and internal capacity development designed to maintain fidelity to Motivational Interviewing principles beyond the State Block Grant funding period. Approximately 100

SSA and FRC staff, along with an estimated 40 supervisors, will require ongoing training, coaching, and skill reinforcement to retain competency and integrate MI principles across service delivery.

1.2 IMPORTANT NOTICE

The County has attempted to provide all information available. It is the responsibility of each Bidder to review, evaluate, and, where necessary, request any clarification prior to submission of a bid. If any person contemplating submitting a bid in response to this IFB is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they must submit a written request for clarification/interpretation to the County Deputy Procurement Agent

(DPA), Beatriz Castellon, via the County’s online biding system.

1.3 CLARIFICATION/INTERPRETATION

If clarification or interpretation of this solicitation is considered necessary by County, a written addendum shall be issued and the information will be posted on County’s online bid system. Any interpretation of, or correction to, this solicitation will be made only by addendum issued by the County DPA. All addenda will be submitted and posted on the County’s online bidding system. It is the responsibility of each Bidder to periodically check the County’s online biding system to ensure that they have received and reviewed any and all addenda to this solicitation. The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information.

All questions or requests for interpretation must be received within this solicitation's Question &

Answer section by Tuesday, October 6, 2026 before 2:00 pm.

1.4 COMMUNICATION

Bidders are not to contact other County personnel with any questions or clarifications concerning this

Invitation for Bid (IFB). All questions regarding this solicitation must be submitted via the Question &

Answer section of this solicitation within the County’s eProcurement Portal at:

https://procurement.opengov.com/portal/ocgov. Any County response relevant to this IFB other than through or approved by County is unauthorized and will be considered invalid.

County's Deputy Procurement Agent, Beatriz Castellon, beatriz.castellon@ssa.ocgov.com, will provide all official communication concerning this IFB.

1.5 BID VALIDITY

Bids will be valid for a period of 365 days after IFB closing date.

1.6 LOBBYISTS

County of Orange does not require and neither encourages or discourages the use of lobbyists or other consultants for the purpose of securing business.

ORANGE COUNTY BOARD OF SUPERVISORS

AND COUNTY AGENCY OFFICERS

Board of Supervisors

Janet Nguyen, First District Vicente Sarmiento, Second District Donald P. Wagner, Third District

Doug Chaffee, Fourth District Katrina Foley, Fifth District

County Agency Officers

Claude Parrish, Assessor Hugh Nguyen, Clerk-Recorder

Todd Spitzer, District Attorney-Public Administrator Don Barnes, Sheriff-Coroner

Shari L. Freidenrich, Treasurer-Tax Collector Andrew Hamilton, Auditor-Controller

SECTION 2. General Instructions

2.1 REVIEW

Before submitting a bid, Bidders shall carefully review the General Instructions and examine the solicitation contents, including the Model Contract Terms, Conditions and Scope of Work. Bidders shall include in their bid response a monetary sum to cover the cost of all items included in the Contract. The Model

Contract contained in this solicitation is the Contract proposed for execution. Upon award, awarded Bidder will be required to sign and submit Contract for execution.

2.2 RESPONSIVENESS

Responsive bids shall include completed submittals/attachments provided in the Vendor Responses.

2.3 BID SUBMISSION

Electronic Bids shall be submitted via the County’s online bidding system via the following link https://procurement.opengov.com/portal/ocgov. All required sections of the IFB as listed above, must be submitted via the County’s eProurement Portal. Bidder is solely responsible for “on time” submission of their electronic bid. The County will not accept late bids and no exceptions shall be made. County will only receive those bids that were transmitted successfully.

Note: Electronic Bids cannot be viewed by County until after the solicitation deadline. If you encounter any problems with your registration, system, bid submission, or other system issues, please contact OpenGov’s support staff via the live chat option or via email at procurement-support@opengov.com.

mailto:procurement-support@opengov.com

2.4 PRICING

A. Bid Prices: The bid prices quoted on this solicitation shall be firm for the entire contract term of the awarded Contract.

B. Addenda: Bid prices offered shall reflect all addenda issued by County.

C. Scope of Work: Bids shall be submitted only for the items and/or services as stated in the Scope of

Work, Attachment A of Model Contract; bids for other than the items and/or services listed will not be considered.

D. Firm Prices: The County will only consider firm price bids.

E. Profit: The net amount of profit will remain firm for the entire term of the Contract. Contract adjustments which increase Contractor’s profit will not be allowed.

F. Price Decreases: All price/rate decreases will automatically be extended to the County. Please reference Paragraph – Price Increase/Decrease provision for additional information.

G. Acceptance: Bids must be provided for each item separately, “all-or-none” bids will not be accepted unless in the best interest of the County.

2.5 NO SUBSTITUTIONS

The bidder is required to meet all specifications and requirements contained in this solicitation. No substitutions will be accepted, unless prior County written approval is received.

2.6 DISCREPANCIES

Bidder shall take all responsibility for any errors or omissions in their bids. Any discrepancies in numbers or calculations shall be interpreted to reflect the lowest price to the County.

If prior to contract award, a Bidder discovers a mistake in their bid which renders the Bidder unwilling to perform under any resulting contract, the Bidder must immediately notify the buyer and request to withdraw the bid. It shall be solely within the County's discretion as to whether withdrawal will be permitted. If the solicitation contemplated evaluation and award of "all or none" of the items, then any withdrawal must be for the entire bid.

If the solicitation provided for evaluation and award on a line item or combination of items basis, the County may consider permitting withdrawal of specific line item(s) or combination of items.

2.7 BID EXPENSES

The County shall not be liable for any expenses incurred by potential Contractors in the preparation or submission of their bids. Pre-contractual expenses are not to be included in the Contractor’s Pricing Sheet. Pre-contractual expenses are defined as, including but not limited to, expenses incurred by Bidder in:

A. Preparing its bid in response to this IFB.

B. Submitting that bid to the County.

C. Negotiating with the County any matter related to the bid; and, D. Any other expenses incurred by the Bidder prior to the date of the award and execution, if any, of the

Contract.

2.8 AWARD

Upon recommendation of Contract award, Bidder will be required to submit the following documents within seven (7) days of County notification, unless otherwise specified in the solicitation:

A. Insurance: Certificate(s) of Insurance, including additional Insured Endorsement(s); refer to Model

Contract, Article-Insurance

B. W-9 Form: Current signed W-9 (Taxpayer ID No & Certification), which includes Contractor’s

Legal Business Name(s). Out of State Vendors are required to submit a 587/590 Form.

2.9 ACCEPTANCE/REJECTION/AWARD

A. Bids submitted in response to this IFB may become subject to public disclosure under the California

Public Records Act, and other applicable law. The County shall not be liable in any way for disclosure of any such records. Additionally, all bids shall become the property of the County.

B. The lowest responsive, responsible Bidder will be recommended for contract award.

C. Bids will be reviewed by the County for responsiveness to all requirements. The County has the right to reject any bid deemed unresponsive or lacking the resources or experience to adequately perform the services described herein.

D. Only those responsible, responsive bids meeting all solicitation requirements and specifications shall be further reviewed for consideration for award. Award shall be based on the lowest, responsive, responsible bid.

E. Please take notice, non-acceptance of the County of Orange terms and conditions, incorporated in model contract, may deem a bid non-responsive. County may not accept any other terms, conditions, or provisions contrary to those contained within this solicitation.

F. Final award determination shall be based upon the lowest responsive, responsible bid, and may also include a review of Bidder’s ability to meet the requirements and perform the services specified in this solicitation; Bidder’s references and past performance; and Bidder’s acceptance of County of Orange terms and conditions.

G. By submitting a response to this solicitation, Bidders agree to accept the decision of the County DPA as final.

H. Awarded Bidder will be required to sign a contract upon award. If Bidder is a corporation, signature will be provided in accordance with the corporation’s code as specified in this solicitation.

2.10 RIGHTS RESERVED TO COUNTY

The County reserves the right to:

A. Request a sample for determining equality with the specified brand.

B. Waive, at its discretion, any non-material defects, irregularity, or informality, which County deems correctable or otherwise not warranting rejection of the bid that do not result in any unfair competitive advantage.

C. Verify and validate any information prior to Contract Award and during the entire term of the

Contract.

D. Make multiple awards to Bidders for services requested in this solicitation, at its sole discretion, to serve the best interests of the County

E. Accept or reject in whole or in part any or all bids received as a result of this solicitation at its sole discretion and to solicit for new bids, as the best interest of the County may require.

F. Negotiate the final Contract with the lowest, responsive and responsible Bidder or Bidders as necessary to serve the best interests of the County.

G. Withdraw or cancel in part or in its entirety this solicitation at any time without prior notice and furthermore makes no representation that any contract will be awarded to any Bidder responding to this solicitation.

H. Award its total requirements to one Bidder or to apportion those requirements among two or more

Bidders as the County may deem to be in its best interests; therefore, bids must be provided for each item separately; “all-or-none” bids will not be accepted unless in the best interest of the

County.

I. Defer award of this Contract for a period of 180 days after the Bid opening. During this period, Bidders shall guarantee the prices quoted in their Bids. County and the lowest responsive, responsible Bidder may mutually agree in writing to extend this deferral period.

2.11 JOINT BIDS

Where two or more Bidders desire to submit a single bid in response to a solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture. The County intends to contract with a single firm or multiple firms, but not with multiple firms doing business as a joint venture.

2.12 UNFAIR PRACTICES AND OTHER LAWS

Bidder warrants that its bid complies with the Unfair Practices Act (Business and Professions Code Section

17000 et seq.) and all applicable County, State and Federal laws and regulations.

2.13 INDEPENDENCE OF BID

By submitting a bid, Bidder swears under penalty of perjury that it did not conspire with any other supplier to set prices in violation of anti-trust laws.

2.14 AMERICANS WITH DISABILITY ACT (ADA)

To comply with the non-discrimination requirements of the ADA, it is the policy of the County to make every effort to ensure that its programs, activities and services are available to all persons, including persons with disabilities. For persons with a disability needing a reasonable modification to participate in the procurement process, or for persons having questions regarding reasonable modifications for the procurement process, you must contact the buyer listed in the solicitation.

2.15 DUNS NUMBER

The County requires a valid D-U-N-S number prior to Contract Award. If needed, your company may obtain one at no cost at www.dnb.com. If you are unable to provide/obtain a D-U-N-S number, please indicate so in your bid submission response.

2.16 UNIQUE ENTITY IDENTIFIER NUMBER (UEI)

The County requires a valid UEI number prior to Contract Award. If needed, your company may obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your bid submission response.

SECTION 3. Protest Procedures

Any actual or prospective bidder or respondent who alleges an error or impropriety in the solicitation or award of a contract may submit a grievance or protest to Beatriz Castellon at beatriz.castellon@ssa.ocgov.com, as set forth herein.

PROTEST PROCEDURES

All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

A. The name, address, and telephone number of the protestor;

B. The signature of the protestor or the protestor’s representative;

C. The solicitation or contract number;

D. A detailed statement of the legal and/or factual grounds for the protest; and, E. The form of relief requested.

Protest of Solicitation Specifications:

A. All protests related to solicitation specifications must be submitted to the Deputy Procurement

Agent (DPA), Beatriz Castellon at beatriz.castellon@ssa.ocgov.com, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

B. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a bid/response prior to the close of the solicitation in accordance with the solicitation submittal procedures provided in this solicitation.

Protest of Award of Contract:

A. Protests related to the award of a contract must be submitted to the Deputy Procurement

Agent, Beatriz Castellon at beatriz.castellon@ssa.ocgov.com, no later than five (5) business days after the Notice of Solicitation Results is provided by the DPA.

B. Protests relating to a proposed contract award received after the five (5) business day deadline will not be considered by the County.

C. If the five (5) business day period expires without the receipt of a protest, the department may move forward with the contract award or if necessary, file the item for approval by the Board of

Supervisors.

Protest Process

A. In the event of a timely protest, the County shall not proceed with the solicitation or award of the contract until the DPA issues a decision on the protest.

B. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

C. The County may, after providing written justification, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the County. The award of a contract shall in no way compromise the protester’s right to the protest procedures outlined herein.

D. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the Procurement Appeals Board, in accordance with the process stated below.

APPEALS PROCESS

A. If the protestor wishes to appeal the protest decision of the Deputy Procurement Agent, the protestor must submit, within three (3) business days from receipt of the Deputy Procurement

Agent’s decision, a written appeal to the Office of the County Procurement Officer.

Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

B. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the appeal, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the appeal shall be forwarded to the Procurement

Appeals Board.

C. The decision of the County Procurement Officer on whether to allow the appeal to go forward will be final and there shall be no right to any administrative appeals of this decision.

mailto:CPOAppeals@ocgov.com

SECTION 4. Scope of Work

4.1 NEEDS ASSESSMENT

A. Conduct initial interviews or survey to assess current Motivational Interviewing (MI) skill levels for the staff identified.

B. Using aggregate and/or appropriately de-identified data and reports made available by the County through the Lyssn Quality Improvement platform, identify strengths, recurring skill gaps, and specific challenges affecting social workers’ application of MI within their practice settings.

4.2 FOUNDATIONAL MOTIVATIONAL INTERVIEWING TRAINING

(RECORDED E-LEARNING)

A. The Contractor shall design and produce a recorded MI foundational training curriculum:

1. Covers core MI principles, spirit, and micro-skills (OARS, engagement, evocation, focusing, planning).

2. Reflects public child-welfare and human-services practice environments.

3. Is suitable for asynchronous E-Learning use by Social Services Agency (SSA) and contracted

Family Resource Center (FRC) staff.

4. Curriculum shall includes practice exercises, demonstrations, and applied examples.

5. Materials shall be used for onboarding and refresher training.

All training materials shall become County-approved training resources.

4.3 LIVE MOTIVATIONAL INTERVIEWING TRAINING – STAFF (6 HOURS)

A. In addition to the recorded foundational e-learning modules, the Contractor shall provide a 6-hour live MI training for all designated SSA and contracted FRC staff. Approximately 25 participants per session, total capacity of up to 200 participants.

B. This training may be delivered in-person or virtually and shall include:

1. Instruction and guided practice on core MI concepts and micro skills.

2. Opportunities for skill rehearsal using role plays and case scenarios.

3. Real time coaching and feedback.

4. Application of MI within public child welfare and human services settings.

5. Training shall be scheduled in collaboration with the County to ensure maximum participation.

4.4 SUPERVISOR MOTIVATIONAL INTERVIEWING TRAINING –

INTEGRATING MOTIVATIONAL INTERVIEWING INTO SUPERVISION

A. The Contractor shall also provide a separate 6-hour live training specifically for supervisors

(approximately 40 staff), delivered either in-person or virtually.

B. This training shall focus on:

1. Strengthening supervisors’ MI proficiency.

2. Effective strategies for integrating MI principles into supervision.

3. Coaching approaches that model MI consistent feedback.

4. Tools to reinforce staff MI skill development, including structured guidance, observation strategies, and supervision techniques.

4.5 BOOSTER & SKILL-FOCUSED RECORDED MODULES

A. The Contractor shall develop recorded booster trainings targeting common MI skill gaps, which may include:

1. Reflective Listening and Complex Reflection.

2. Eliciting and strengthening change talk.

3. Responding to sustain talk and discord.

4. Developing discrepancy.

5. MI-Consistent case planning.

6. MI for supervision.

B. Topics may be informed by aggregated County MI performance data.

4.6 DASHBOARD-INFORMED COACHING STRATEGY

A. The Contractor shall utilize County-provided, de-identified performance dashboards or MI coding summaries to:

1. Identify agency-wide and unit-level MI skill trends.

2. Recommend priority coaching targets.

3. Tailor booster trainings and coaching content.

4. Support data-driven workforce development.

5. No direct observation of real clients or recording of client interactions shall be required or permitted under this contract.

4.7 INDIVIDUAL & SMALL-GROUP COACHING

A. The Contractor shall provide structured coaching services for SSA staff and contracted FRC providers, which may include:

1. One-on-one coaching sessions.

2. Small-group coaching sessions.

3. Skill rehearsal using simulations, role-plays, and case scenarios.

4. Performance feedback using standardized MI coding frameworks (e.g., Motivational

Interviewing Treatment Integrity (MITI) informed guidance).

5. Coaching may be delivered in-person at SSA offices or virtually, as determined by the

County.

6. Progress Monitoring: use MI competency tools (e.g., MITI coding) to track skill development.

7. Leverage Orange County’s training dashboard and communicate with supervisors for feedback.

8. Provide ongoing feedback and adjust coaching strategies as needed.

4.8 TRAIN-THE-TRAINER & INTERNAL COACH DEVELOPMENT

A. To promote long-term sustainability, the Contractor shall provide Train-the-Trainer services to

County-identified staff (e.g., Training & Career Development personnel), shall include:

1. Cohort .

2. Instruction on MI core concepts and teaching methods.

3. Coaching facilitation strategies.

4. Use of MI coding concepts and structured feedback.

5. Skill development for conducting booster sessions.

6. Provide Train-the-Trainer Materials for Cohort session.

7. The goal is development of internal MI coaching capacity.

4.9 TECHNICAL ASSISTANCE & CONSULTATION

A. The Contractor shall provide consultation to support County MI implementation efforts, including:

1. Recommendations for integrating MI into training systems.

2. Feedback on workforce development strategies.

3. Guidance on interpreting aggregated MI skill data.

4. Support for sustaining MI practices after funding expiration.

4.10 DELIVERABLES

A. The Contractor shall provide:

1. Recorded foundational MI training curriculum.

2. Recorded booster training modules.

3. Coaching session structure and materials.

4. Train-the-Trainer curriculum and materials.

5. Periodic summary of coaching activities.

6. Sustainability recommendations.

7. All deliverables shall be suitable for County reuse.

8. The recorded materials should be delivered in a format that can be uploaded to Eureka (the official County online learning platform) and used to train current and future County staff after the contract ends.

9. Pricing should include the final video files, closed captions, transcripts, slides, handouts, exercises, and other materials needed to administer the training.

10. There shall be no additional per-user, hosting, subscription, or renewal fees for the County’s continued internal use of the completed materials.

11. Vendors shall identify any preexisting, proprietary, or third-party materials that cannot be transferred.

4.11 SUCCESS INDICATORS

A. Contract outcomes may include:

1. Increased MI skill competency across staff.

2. Reduction in identified MI skill gaps.

3. Development of internal MI coaching capacity.

4. Positive participant feedback.

4.12 RESTRICTIONS & CONFIDENTIALITY

A. The Contractor shall not observe real client interactions.

B. The Contractor shall not require recording of client sessions.

C. All coaching activities shall use simulations, role-plays, or de-identified scenarios.

D. Contractor shall comply with all County confidentiality and data security requirements.

4.13 CONTRACTOR QUALIFICATIONS

A. The Contractor must:

1. Be a MINT-trained or certified Motivational Interviewing practitioner or trainer.

2. Must provide proof of MINT training and/or certification.

3. Demonstrate expertise in Motivational Interviewing fidelity and coding frameworks (e.g., MITI).

4. Have minimum 1 year experience delivering MI coaching and skills development.

5. Have experience working within public sector or human-services environments (child welfare preferred).

SECTION 5. Electronic Fund Transfer (EFT)

If awarded, the County offers Bidder the option of receiving payment directly to its bank account via an

Electronic Fund Transfer (EFT) process in lieu of a check payment. Payment made via EFT shall also receive an Electronic Remittance Advice with the payment details via e-mail. An e-mail address shall need to be provided to County via an EFT Authorization Form. A copy of the EFT form is attached as an Exhibit to this solicitation.

SECTION 6. Pricing

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Assessment and Implementation Plan 1 Fixed Fee

2 Recorded Foundational MI training 1 Fixed Fee

3 Live Staff MI Training 8 Rate per 6-

Hour Session

4 Supervisor MI Training 2 Rate per 6-

5 Supervisor MI Training - Additional

Session (optional) 1 Rate per 6-

6 Recorded Booster Modules - with a maximum of 6 6 Fixed Fee per

Completed

Module

7 Dashboard-Informed Coaching

Strategy and Standardized Tools 1 Fixed Fee

8 Individual and Small-Group Coaching 150 Hourly Rate

9 Train-the-trainer and Internal Coach

Development -1 cohort 1 Fixed Fee

10 Train-the-Trainer Materials- cohort 10 Fixed Fee

11 Technical Assistance and Consultation 200 Hourly Rate

TOTAL

SECTION 7. Vendor Responses

7.1 BID VALIDITY: *

Bids will be valid for a period of 365 days after the solicitation closing date.

☐ Please confirm

*Response required

7.2 CONTRACTOR INFORMATION

7.2.1 Name of Bidder*

Please state the Name of Bidder here.

If Bidder is a corporation, the legal name of the corporation shall be set forth in this section as the Name of Bidder and the name, title, and person authorized to sign contracts on behalf of the corporation shall be stated as well.

If Bidder is a partnership or joint venture, the true name of the firm shall be set forth as the Name of

Bidder and the name of the partner authorized to sign contracts on behalf of the partnership or joint venture shall be stated as well.

If submittal of this bid or signature of any document submitted with this bid is by an agent other than an officer of a corporation or a member of a partnership, a Power of Attorney must be on file with County prior to Bid opening, or must be submitted with the Bid; otherwise, the Bid may be rejected as non-responsive. You may upload this power of attorney under Additional Information later in this bid response.

*Response required

7.3 COMPANY PROFILE & REFERENCES

7.3.1 Company Legal Name*

*Response required

7.3.2 Company Legal Status*

Please state the status here (Corporation, Partnership, Sole Proprietor, etc.)

*Response required

7.3.3 SAM.gov Confirmation*

Please upload a printout from SAM.gov to confirm that your company currently has no active exclusions.

The printout must be no greater than seven (7) calendar days prior to the due date of this bid.

*Response required

7.3.4 Unique Entity Identifier Number (UEI)*

The County requires a valid UEI number with active registration status. Your company may obtain one at no cost at https://sam.gov/entity-registration.

*Response required

7.3.5 California Secretary of State registration - active and in good standing * Please upload your active certificate from the California Secretary of State.

CA Sec. of State Verification Link = https://bizfileonline.sos.ca.gov/search/business

*Response required

7.3.6 D-U-N-S Number*

Please provide your company's DUNS number.

The County requires a valid D-U-N-S number prior to Contract Award. If needed, your company may obtain one at no cost at www.dnb.com. If you are unable to provide/obtain a D-U-N-S number, please indicate so in lieu of the number.

*Response required https://sam.gov/entity-registration https://bizfileonline.sos.ca.gov/search/business http://www.dnb.com/

7.3.7 Federal Taxpayer ID Number*

*Response required

7.3.8 Corporate Office Address*

What is the address of the company's corporate office? Please provide the full street/mailing address.

*Response required

7.3.9 Local Business Address(es)*

Please provide the local business address for the company named above. If there are multiple local addresses then please provide all.

• Full address:

• Telephone Number:

• E-mail Address:

*Response required

7.3.10 Length of Time Firm Has Been In Business*

Please clearly state, in months and years, how long your firm has been in business.

*Response required

7.3.11 Length of Time At Current Location*

Please clearly state, in months and years, how long your firm has been in business at its current location.

*Response required

7.3.12 Regular Business Hours*

*Response required

7.3.13 Regular Holidays and Hours When Business Is Closed*

*Response required

7.3.14 Corporation?*

Is your firm incorporated?

☐ Yes

☐ No

*Response required

When equals "Yes"

7.3.15 State of Incorporation?*

You have indicated that your firm is incorporated. Please provide the name of the State of

Incorporation.

*Response required

When equals "Yes"

7.3.16 Contract Signature Authority - Executive Signature*

If incorporated, please provide the name, contact number, and email of the person who would provide this signature authority. The Executive Signer Authority comes from the President, Vice-President, or

Chairperson of the Board.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "Yes"

7.3.17 Contract Signature Authority - Financial Signature*

If incorporated, please provide the name, contact number, and email of the person who would provide this signature authority. The Financial Signer Authority comes from the Secretary, Assistant

Secretary, Chief Financial Officer, or Treasurer.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "No"

7.3.18 Contract Signature Authority*

If not incorporated, please provide the name, contact number, and email of the person who has the binding and signature authority of this contract.

• Contact Full Name:

• Contact Title:

• Contact Number:

• E-mail Address:

*Response required

7.3.19 Sole Proprietor Under Different Name?*

Is your firm a sole proprietor doing business under a different name?

☐ Yes

☐ No

*Response required

When equals "Yes"

7.3.20 Sole Proprietor's Name*

You have indicated that your firm is a sole proprietorship doing business under a different name.

Please provide the sole proprietor's name and the name you are doing business under.

*Response required

7.3.21 Contact Person for Solicitation*

Please provide the following in relation to the point of contact for this solicitation:

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

7.3.22 Project Manager*

Please provide the following regarding who will be your project manager for this project:

• Project Manager Full Name

• Project Manager Telephone Number

• Project Manager Email Address

*Response required

7.3.23 Contact Person for Accounting*

Please provide the following in relation to the point of contact for Accounting:

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

7.3.24 Emergency Contact*

In the event of an emergency of declared disaster, the following is required:

• Contact Person Full Name (during non-business hours)

• Contact Person Telephone/Cellphone Number

• Contact Person Email Address

*Response required

7.3.25 References*

Do you have letters from at least three references (not including County of Orange References) that include:

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

If you do not have letters you will be able to provide the same information electronically in the next question by answering "No" here.

☐ Yes

☐ No

*Response required

When equals "Yes"

7.3.26 References - Letters*

Please upload your letters from at least three references (not including County of Orange References) that include:

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Contact Email Address

• Telephone Number of Contact

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

*Response required

When equals "No"

7.3.27 References - Information*

Please provide the following information regarding at least three references (not including County of

Orange References):

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

The references will be contacted for verification, and these contacts must be current and able to respond promptly.

*Response required

7.4 BIDDER CERTIFICATION

7.4.1 Conflict of Interest*

Bidder must certify either Yes or No below:

Bidder certifies current/past financial, business or other relationship(s) with the County exist/existed as follows:

A. (Yes) Disclose any financial, business or other relationship with the County of Orange, any other entity that the Orange County Board of Supervisors governs*, or any Orange County Board member, officer or employee, which could affect or influence award of the contract for the services you propose to provide.

B. (No) Bidder certifies that no relationships exist/existed as outlined in item I above.

*Orange County Board of Supervisors govern: All Assessment Districts, All Community Facilities

Districts, All Reassessment Districts, Housing and Community Development Commission, Housing

Successor Agency to the Orange County Development Agency, In-Home Supportive Services Public

Authority, Industrial Development Authority For Orange County, Local Redevelopment Authority

Marine Corp Air Station (MCAS) El Toro, Orange County Financing Authority, Orange County

Flood Control District, Orange County Housing Authority, Orange County Housing Authority

Acting As the Housing Successor Agency, Orange County Public Financing Authority, Orange

County Special Financing Authority, South Orange County Public Financing Authority, and the

Successor Agency to the Orange County Development Agency

☐ Yes

☐ No

*Response required

When equals "Yes"

7.4.2 Disclose any financial, business or other relationship with the County of

Orange, any other entity that the Orange County Board of Supervisors governs*, or any

Orange County Board member, officer or employee, which could affect or influence award of the contract for the services you propose to provide.* *Response required

7.4.3 Litigation*

Bidder must certify either Yes or No below:

Bidder certifies current/past litigation as follows:

A. (Yes) Bidder shall provide detailed information regarding litigation (court and case number), liens, or claims involving Bidder, or any company that holds a controlling interest in Bidder, against the County of Orange in the past seven (7) years.

B. (No) Bidder certifies that Bidder or any proposed subcontractors do not have any past or current litigation.

☐ Yes

☐ No

*Response required

When equals "Yes"

7.4.4 Bidder shall provide detailed information regarding litigation (court and case number), liens, or claims involving any proposed subcontractors, or any company that holds a controlling interest in subcontractor firm(s), against the County of Orange in the past seven (7) years.* *Response required

7.4.5 Name/Ownership Changes:*

Respondent must certify either Yes or No below:

A. (Yes) Respondent certifies past company name changes and/or ownership changes, for

Respondent’s firm and any proposed subcontractor firm, as follows:

1. Respondent shall provide detailed information regarding any company name changes

(including legal business names) in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors have not had any company name change or ownership changes in the past seven (7) years.

☐ Yes

☐ No

*Response required

When equals "Yes"

7.4.6 Bidder shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years. * *Response required

7.4.7 Statement of Compliance*

A. (Yes): Bidder certifies it is in strict compliance with this solicitation, including, but not limited to the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, and no exceptions are proposed.

B. (No): Bidder certifies it is in strict compliance with this solicitation, including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, except for those exceptions expressly listed as required by this IFB and attached hereto. Attachments for each proposed exception to this IFB, including, but not limited to the Model Contract, must include:

1. The complete provision Bidder is taking exception to;

2. The IFB page number and section of the provision Bidder is taking exception to;

3. The suggested rewording (i.e., Microsoft Word track changes);

4. Reason(s) for submitting the proposed exception; and

5. Any impact the proposed exception may have on the services to be provided.

☐ Yes

☐ No

*Response required

When equals "No"

7.4.8 Provide exceptions to the requirements of this solicitation including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits.* *Response required

7.5 FORMS

7.5.1 Certification Regarding Debarment *

Please download the below documents, complete, and upload.

• CERTIFICATION_REGARDING_DEB...

*Response required

7.5.2 Proposed Staffing/Key Personnel Plan*

Respondent shall:

A. Download the below documents, complete, and upload hereinto:

1. The key personnel information must be sufficient to confirm to the County that the firm has adequate staff and the capability to assist in Services as needed. Provide the names of key staff who may be assigned to Services. Include current resumes detailing their technical expertise, experience directly related to the proposed work (including similar projects), function and responsibility related to the proposed work, qualifications, years of related experience, and length of time with the firm. Additionally, list any licenses and certifications held by these individuals.

2. Identify subcontractors (if any) that will be assigned to perform services listed in the Scope of

Services.

https://government-project.s3.us-west-2.amazonaws.com/132866/22a69c85-9b3e-4060-9149-8867a5a96c07_CERTIFICATION_REGARDING_DEBARMENT_OC.pdf

3. Identify subcontractor(s) Preference Certification, when applicable.

• Key_Personnel-Staffing_Plan...

• Key_Personnel-Staffing_Plan...

*Response required

7.5.3 Non-Collusion Declaration*

Each Respondent must execute the Non-Collusion Declaration contained in the solicitation and submit it with the Response.

The County of Orange may require that the Respondent, before awarding any subcontract, secure Non-

Collusion Declarations from proposed Subcontractors. The County of Orange does not conduct business with Respondents who engage in the act of Collusion.

• Non-Collusion_Declaration.pdf

*Response required

7.5.4 Non-Collusion Declaration - A*

Has your firm ever initiated discussions with competing consulting firms about the payment structure of an existing or potential future contract with the County of Orange?

If Respondent selects Yes answer, Respondent must provide a brief explanation below. A “Yes” answer may preclude you from moving forward in the solicitation Process.

☐ Yes

☐ No

*Response required

When equals "Yes"

7.5.5 Reason for Collusion:*

*Response required

7.5.6 Non-Collusion Declaration - B*

Has your firm participated in any discussions with competing firms in an effort to influence the payment structure for existing or potential County contracts?

Respondent must select one (1). A “Yes” answer may preclude you from moving forward in the solicitation Process.

☐ Yes

☐ No

*Response required

When equals "Yes"

7.5.7 Provide names of competing firms: *

*Response required

7.5.8 The Levine Act: County of Orange Campaign Contribution Disclosure* https://government-project.s3.us-west-2.amazonaws.com/132866/d3fbf7d3-d56c-4225-ad7c-7b34d975d192_Key_Personnel-Staffing_Plan_-_PDF_version.pdf https://government-project.s3.us-west-2.amazonaws.com/132866/1f73fe18-c0fc-4f44-bd78-a51b236fd3ae_Key_Personnel-Staffing_Plan_-_Word_version.docx https://government-project.s3.us-west-2.amazonaws.com/132866/6e10352e-3491-40ac-9988-89f473e2cf1f_Non-Collusion_Declaration.pdf

The Levine Act compliance is a minimum submittal requirement of this solicitation.

Please complete and sign the County of Orange Campaign Contribution Disclosure Form attached hereto.

A Bidder's failure to provide a completed and signed copy will render its proposal as incomplete and nonresponsive.

It is the supplier's responsibility to update the County should any new reportable activity occur between initial disclosure and award.

• Levine_Act_-_Campaign_Contr...

*Response required

7.5.9 Confirmation of Forms and Supplemental Documents*

Please confirm that all the forms within this section have been completed accurately to the best of your knowledge and as requested and required by this Invitation for Bids.

☐ Please confirm

*Response required

7.5.10 Provide proof of MINT training and/or certification*

*Response required

7.5.11 Do you have minimum of 1 year experience delivering Motivational Interviewing coaching and skills development*

☐ Yes

☐ No

*Response required

7.5.12 Demonstrate expertise in Motivational Interviewing fidelity and coding frameworks* Maximum response length: 1500 characters

*Response required

7.5.13 Do you have experience working within public sector or human-services environments? (child welfare preferred)*

☐ Yes

☐ No

*Response required

7.5.14 If you answered "Yes" to the question above, 7.5.13, please elaborate on your experience.* Maximum response length: 1500 characters

*Response required

7.6 FINAL SUBMITTAL INFORMATION

7.6.1 Submittal Confirmation*

https://government-project.s3.us-west-2.amazonaws.com/132866/83b880ed-3296-4e13-a240-a2cd1d8bb5ff_Levine_Act_-_Campaign_Contribution_Disclosure_Form_-_2026-03.pdf

The Bidder declares that the only persons or parties interested in this Bid are those named herein; that this

Bid is made without collusion with any other person or entity; that the Bidder is fully informed of the conditions relating to the work to be performed; that the Bidder has carefully reviewed and complied with the Instructions to Bidders; that Bidder has carefully reviewed the Agreement, General Conditions, Plans, Special Provisions, and all other Contract Documents. The Bidder agrees that upon acceptance of this Bid by the award of the Contract, the Bidder has entered into a contract with the County of Orange, a political subdivision of the State of California (“County”), to provide all the necessary labor, materials, machinery, tools, apparatus, and other means for construction, and to complete all work as specified in the Contract

Documents in the manner, time, and according to all requirements, terms, and conditions set forth in the

Contract Documents.

The Bidder must be an individual or entity holding a valid California State Contractor’s License (number and classification as set forth in the Instructions to Bidders) in accordance with the requirements of this

Bid and Business & Professions Code Section 7028.15. By electronically submitting this Bid, Bidder certifies that the Contractor's License referenced above is in good standing and has been properly issued to Bidder.

Bidder confirms that they have read and understand and agree to the terms and conditions herewith, and are submitting a bid in response to this solicitation.

☐ Please confirm

*Response required