P-690__04-26__-_RFP_for_Housing_and_Navigation_Services.pdf

P-690 (04-26) Request for Proposal Page 1 of 4 Sourcing Event 0000012217 October 30, 2026

City and County of San Francisco

Formal Request for Proposals for:

Housing and Navigation Services for Individuals Transitioning from

Incarceration

Sourcing Event ID 0000012217│Dept Contract ID: SHF2026-08

This Solicitation can be viewed on the City’s Supplier Portal at:

https://sfcitypartner.sfgov.org/pages/index.aspx

Proposal Phase Tentative Date

Request for Proposals Issued

Friday October 30, 2026 at 1:00 PM, PST

Virtual Pre-Proposal Conference

Friday November 6, 2026 at 1:00 PM, PST

For meeting invite, please email name, agency and email address to Patricia.E.Martinez@sfgov.org by Wednesday November 4, 2026, 5:00 PM (PST)

Written Questions and Proposed Changes to City’s Contract Terms Due Date

Friday November 6, 2026 at 5:00 PM, PST

Proposal Due Date Thursday December 3, 2026 at 4:00 PM, PST

All interested proposers are required to submit a mandatory intent to apply email to the contract administrator by Monday November 30, 2026 at 5:00 PM, PST

Oral Interviews TBD

Notice of Intent to Award Tuesday December 14, 2026

Period for Protesting Notice of Intent to Award

Within three (3) business days of the City's issuance of a Notice of Intent to Award.

Contract Administrator: Patricia Martinez Principal Administrative Analyst, San Francisco Sheriff’s 1 Dr. Carlton B.

Goodlett Place San Francisco, CA 94102 Phone: (415) 554-7427 Email: Patricia.E.Martinez@sfgov.org Office https://sfcitypartner.sfgov.org/pages/index.aspx

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MANDATORY MINIMUM

QUALIFICATION

DOCUMENTATION

Proposers must submit the necessary documentation with their proposals to demonstrate they meet every Minimum Qualification (MQ) requirement set forth in Section 6 of this solicitation. A proposal that fails to provide the required documentation will not be eligible for further consideration.

ATTACHMENTS

Attachment 1: City’s Contract Terms Attachment 2: Proposer Questionnaire and References Attachment 3: Reserved (CMD LBE Forms) Attachment 4: Written Proposal Template Attachment 5: Budget Proposal Template Attachment 6: HCAO and MCO Declaration Forms Attachment 7: First Source Hiring Form

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Table of Contents

1 RFP SUMMARY

1.1 Introduction

1.2 Selection Overview

1.3 Anticipated Contract Term

1.4 Anticipated Contract Not to Exceed Amount

1.5 Indefinite Quantity, As-Needed Contract

1.6 Cooperative Purchasing and Use by Other City Departments

1.7 Contract Terms and Negotiations

2 SOLICITATION SCHEDULE

3 REQUIREMENTS FOR REQUESTED GOODS AND SERVICES

3.1 Goods and/or Services Requested

3.2 Regulatory and Compliance Requirements Specific to the Goods/Services Solicited

3.3 Alternates and Samples

3.4 Freight on Board and Shipping Costs

3.5 Additional Purchases

4 LOCAL BUSINESS ENTERPRISE (LBE) PROGRAM REQUIREMENTS

4.1 CMD Compliance Officer

4.2 Application of LBE Rating Bonuses

4.3 LBE Subcontracting Participation Requirements

4.4 Reserved. CMD LBE Forms

4.5 LBE Payment and Utilization Tracking

5 PROPOSAL EVALUATION CRITERIA

6 MINIMUM QUALIFICATIONS AND DOCUMENTATION REQUIRED WITH

PROPOSAL (PASS/FAIL)

7 WRITTEN PROPOSAL (50 POINTS)

8 BUDGET PROPOSAL (20 POINTS)

8.1 Budget Proposal Format and Allocation of Points

8.2 Price Proposal Evaluation Period

8.3 Price Discrepancies

8.4 Proposing on Separate Items or in Aggregate(s)

8.5 Application of Price Proposal Discounts for Evaluating Lowest Price

9 ORAL INTERVIEWS (20 POINTS)

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10 SUPPORTING DOCUMENTATION REQUIRED PRIOR TO CONTRACT EXECUTION

11 FAILURE TO PROVIDE INSURANCE AND/OR BONDS

12 CITY’S SOCIAL AND ECONOMIC POLICY REQUIREMENTS

12.1 Nondiscrimination Requirements (“Equal Benefits”)

12.2 Payment of Prevailing Wages

12.3 Health Care Accountability Ordinance (HCAO)

12.4 Minimum Compensation Ordinance (MCO)

12.5 First Source Hiring Program

12.6 Sweatfree Procurement

12.7 Non-Profit Entities

12.8 Other Social Policy Provisions

13 TERMS AND CONDITIONS FOR RECEIPT OF PROPOSALS

13.1 How to Register to propose and be awarded a City Contract

13.2 Proposal Questions and Submissions

13.3 RFP Addenda

13.4 Public Disclosure

13.5 Limitation on Communications During Solicitation

13.6 Proposal Selection Shall not Imply Acceptance

13.7 Cybersecurity Risk Assessment

13.8 Solicitation Errors and Omissions

13.9 Objections to Solicitation Terms

13.10 Protest Procedures

13.11 Proposal Term

13.12 Revision to Proposal

13.13 Proposal Errors and Omissions

13.14 Financial Responsibility

13.15 Proposer’s Obligations under the Campaign Reform Ordinance

13.16 Reservations of Rights by the City

13.17 No Waiver

13.18 Other

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1 RFP Summary

1.1 Introduction

This Request for Proposals (hereinafter “RFP” or “Solicitation”) is being issued by the Office of the Sheriff (SFSO) (hereinafter, “SFSO” or “City”). SFSO, on behalf of all City Departments, is seeking qualified suppliers (“Proposers”) to provide proposals (“Proposal”) for Housing and Navigation Services to individuals transitioning from incarceration.

The City has approximately 65 departments, ranging from small to very large. Some departments maintain facilities located outside of the geographic limits of the City. SFSO shall order goods and/or services covered by the awarded contract(s) through the issuance of individual Purchase Orders and/or Task Orders which shall be released against the awarded contract(s) during the contract term.

I. Background Information

The San Francisco Sheriff’s Office (SFSO) Programs unit’s mission is to reduce recidivism and improve outcomes for incarcerated individuals by providing high-quality in-custody and post-release programming, while prioritizing public safety. SFSO program services include, but are not limited to: Five Keys Charter High School, City College of SF, substance abuse services, violence prevention services, survivor impact services, veteran services individual and group counseling, support groups, vocational training, social service referrals, and.

SFSO Facilities

The San Francisco County Jail system includes an intake and release facility, housing facilities, and the Community Programs Unit, which offers alternatives to incarceration and post-release services. Comprehensive jail discharge planning, dedicated case management, and strong partnerships with community-based organizations are essential to connecting vulnerable reentry populations with effective, relevant services.

Facility Location Use

County Jail #1 425-7th Street Intake and Release – No Housing

County Jail #2 425-7th Street The only jail in the system that houses women, but it also houses men. This jail also houses a sub-acute psychiatric housing unit and a medical step down unit.

County Jail #3 and Annex

1 Moreland Drive, San Bruno

Men’s housing, pod design and two newly reopened dorms in the Annex

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Women’s Resource Center

930 Bryant Street Reentry and education services for women

Community Programs

70 Oak Grove Reentry and education services

Facilities Schedule

Below are the scheduled count and meal service times for County Jails 2 and 3. During the count times, the delivery of program services is suspended.

Facility Count Time Meal Time

County Jail #2 0600-0800 Hours 0500-0600 Hours

1400-1500 Hours 1000-1030 Hours

1730-1930 Hours 1530-1630 Hours

County Jail #3 0600-0800 Hours 0530-0630 Hours

1330-1600 Hours 1000-1030 Hours

1530-1630 Hours

Jail Population Snapshot July 2026

Proposers are encouraged to understand the demographics and needs of individuals transitioning from the San Francisco County Jail to the community. Below is the demographic profile of individuals included in the jail population snapshot conducted in July 2026 shows:

• Demographically, 68% of the population are people of color, with 43% identifying as Black and 25% as Hispanic, despite these groups representing a smaller share of San Francisco's overall population and;

• The gender distribution is 91% Male, 7% Female, and 2% Transgender.

• 38% of individuals are unsheltered or transient, underscoring the deep ties between housing instability and incarceration; for persons identified as San Francsico residents during the snapshot, the majority of individuals were identified as living in Tenderloin, South of Market, and Bayview neighborhoods.

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II. Scope of Work

Project Title: Housing, Expungement and Recovery through Treatment & Support Services (HEARTSS) Program

The Scope of Work is a general guide and is not a complete list of all work necessary to complete the project. Successful proposals will address the following core elements for each of the Program components for all served populations, unless otherwise specified below.

The funding for these services was awarded through the BSCC Proposition 47 Cohort 4, Grant Program, which supports programs for housing assistance, substance use disorder and mental health treatment, job training, and civil legal services in California. The Department of Homelessness and Supportive Housing is the lead agency for cohort 4. Services provided through cohort 4 will augment the City’s prior Proposition 47 cohort grant programs with a greater focus on housing, problem solving, and cultural congruence. The overall goal of the program is to reduce incarceration and recidivism by advancing stability through housing and recovery.

The purpose of the grant is to provide Housing, Expungement and Recovery through Treatment & Support Services (HEARTSS) program services to criminal justice-involved adults with substance use disorder and/or mental health issues, including but not limited to Latine and Spanish monolingual clients. The project will achieve its goals by connecting individuals with culturally responsive, trauma-informed housing assistance, treatment, diversion, expungement services and peer navigation support delivered by city agencies/departments and CBOs rooted in community. This may involve assessing needs and providing referrals to supportive services

P-690 (04-26) Request for Proposal Page 4 of 27 Sourcing Event 0000012217 that reduce recidivism and remove barriers to permanent housing (e.g., treatment beds, bridge housing, and/or expungement services) in the client's preferred language.

The primary goal of this project is to reduce recidivism by providing housing and navigation support to individuals returning from incarceration, by providing comprehensive reentry support. The successful proposer will be expected to be responsive to the emerging needs of the population and work in collaboration with other City departments.

The awarded Contractor shall provide housing navigation, case management, peer support, and related reentry services, including the following:

• Ensure individuals experiencing homelessness can access San Francisco's Coordinated Entry and Homelessness Response Systems;

• Provide sustained, person-centered housing navigation and case management through housing placement and stabilization; and

• Reduce barriers to successful reentry by connecting clients to housing, treatment, benefits, legal services, and other community-based supports.

• Support services with a particular emphasis on, although not exclusively for, those who are Latine and monolingual Spanish speakers, and require bicultural and bilingual support to access treatment;

• Increase access to culturally responsive housing options for justice-involved individuals;

The grant is one component of a broader citywide effort across multiple Departments and community-based agencies to deliver services for justice-involved individuals (i.e., people who have been arrested, released, or diverted from jail). been arrested, released, or diverted from jail) more intentionally and holistically. The program aims to bridge the gap between vulnerable reentry populations and the homelessness response system (HRS) by incorporating housing support into the spectrum of available services, including as part of jail discharge and reentry planning. Additional requirements include:

• Provide services that meet the needs of participants who primarily speak languages other than English.

• Coordinate care with all HEARTSS Program Partners to support participant needs.

• Maintain required eligibility documentation (e.g., homelessness verification records).

• Document participant interactions, service plans, referrals, and housing support status.

This may include running monthly data quality reports and correcting any identified errors.

• Provide mobile access to eligible HEARTSS participants (e.g., Coordinated Entry and Problem Solving services) to meet individuals experiencing homelessness where they are.

• Comply with all data collection and reporting requirements established by the lead agency and/or program evaluator. Requirements may include using approved data sharing mechanisms, reporting specified measures, submitting interim reports, or providing de identified participant data to the evaluator or data coordinator. These data support assessment of program progress and statewide evaluation of Proposition 47 impacts.

• Enter all participant data using approved data sharing mechanisms and within required timeframes to ensure accurate enrollment, exit, and move in dates. De identified data

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Staffing Requirements

The awarded Contractor shall provide qualified personnel to deliver comprehensive housing navigation, case management, temporary housing stabilization, and supportive services to justice-involved individuals transitioning from incarceration into the community.

At a minimum, the Contractor shall provide staffing to fulfill the following functions:

1. Bilingual Housing Case Manager Lead (1 FTE): Responsible for overseeing and supporting housing case management staff, coordinating service delivery, and ensuring culturally and linguistically responsive services, particularly for monolingual Spanish-speaking participants. Responsibilities include staff guidance, participant assessments, housing navigation, coordination with criminal justice and community-based partners, and facilitating access to temporary and permanent housing solutions.

2. Reentry Housing Case Manager/Peer Navigator (RHCM/PN) (1 FTE): Responsible for providing individualized housing assessments, case management, peer navigation, and reentry support. Responsibilities include developing housing plans, completing Coordinated Entry Assessments, assisting with housing applications and documentation, coordinating supportive service referrals, facilitating housing placements, and providing post-placement stabilization services for a minimum of ninety (90) days following placement into Permanent Supportive Housing.

3. Program Coordinator/Data and Evaluation: Responsible for overseeing program data collection, performance monitoring, outcome reporting, and evaluation activities.

Responsibilities include coordinating data management processes, supporting the development and maintenance of program databases, ensuring data quality and reporting accuracy, and evaluating program outcomes to support continuous quality improvement.

Staff Training Requirements

The awarded Contractor for Housing and Navigation Support must conform with all of the following requirements:

• Complete required trainings including utilizing HSH’s ONE System and other databases as determined by SFSO, HSH, or HTA the external evaluator;

• Complete training on providing Coordinated Entry Assessments and Housing Navigation for justice involved adults;

• Complete trainings including but not limited to Motivational Interviewing and providing appropriate linkages and/or referrals to increase skill sets to engage incarcerated persons.

Additional Program Components

The awarded Contractor shall administer and manage bridge housing and flexible funding resources to support temporary housing stabilization, address immediate participant needs, and facilitate transitions into permanent housing or other appropriate long-term housing solutions.

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Bridge Housing

Bridge Housing will provide a temporary placement with onsite case management and clinical services for individuals going into permanent supportive housing; This program will also be used for individuals that need support through a ""problem solving"" resolution that results in a positive exit to stable housing outside of the Homelessness Response System (HRS).Bridge housing is available directly after residential treatment and alongside outpatient treatment, and includes access to a transitional housing program, case management support, wraparound services, peer support, and connections with long-term housing opportunities and; The grant(s) will fund a hotel stay at $115 per night, to serve up to 14 people with six months average stays.

Flex Fund

The awarded contractor shall manage a flex fund to address barrier removal expenses.

This portion of the funds will be reserved for client-specific barrier-removal needs that are not required for every participant and are purchased only when necessary. These individualized supports may include purchasing emergency groceries, obtaining birth certificates or other vital records, covering transportation to and from expungement providers (e.g., bus passes, BART tickets and Uber vouchers), paying driver’s license fees, or providing employment-related assistance such as job-appropriate clothing, or profession-specific items. Additionally, these funds may be used to provide participant incentives to encourage contribution to the evaluation process such as interviews or surveys, which are an essential component of program assessment efforts throughout the grant cycle. These incentives will be provided to reinforce progress and ensure meaningful input, helping the program remain responsive and participant-centered.

III. Timeline and Funding Availability

Service Area Timeline for Expenditure Funding Availability

Peer Support Specialists and Housing Case Managers

January 1, 2026 - June 30, $618,166

Bridge Housing January 1, 2026 - June 30, $293,825

Flex Fund January 1, 2026 - June 30, $3,875 per fiscal year – roughly $60 per program participant.

Total of $7,750.

Total Funding Available $919,741

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IV. Performance Measures Outcome and Objectives

The successful proposer will be expected to work closely with the identified local evaluation firm, Hatchuel Tabernik and Associates (HTA) and the Dept. of Homelessness and Supportive Housing ( HSH) and will provide data requirements identified in the Local Evaluation Plan. The Department of Homelessness and Supportive Housing (HSH) serves as the lead agency responsible for program and fiscal oversight of all contracted activities. Evaluation and data-reporting responsibilities will include, but are not limited to, the following:

• Collecting and submitting participant-level de-identified data required under the Local Evaluation Plan.

• Providing quarterly reports that detail program performance, housing outcomes, and service utilization.

• Ensuring translation and interpretation services are available as needed.

The proposed program will also provide housing navigation & assistance and linkage to expungement services, substance abuse treatment, mental health care, and other case management services to defendants during both the pretrial and reentry phases to support positive diversion outcomes;

• Provide bridge housing to the target population, with a minimum of 90% occupancy in available placements and;

• Ensure assigned clients will have an active Individualized Housing Service Plan and/or Coordinated Entry Assessments in ONE as verified by ONE System Enrollment and Assessment data at the end of each month

1.2 Selection Overview

The City shall award a contract to the Proposer that meets the Minimum Qualifications of this Solicitation whose Proposal receives the highest-ranking score. Responsive Proposals will be evaluated by a panel (“Evaluation Panel”) consisting of one or more parties with expertise related to goods and/or services being procured through this Solicitation. The Evaluation Panel may include staff from various City departments. Proposals will be evaluated based on the criteria outlined herein. If applicable, a Contract Monitoring Division (CMD) Contract Compliance Officer will assess Proposal compliance with Local Business Enterprise (LBE) requirements and assign a rating bonus to Proposal scores. The CMD-adjusted scores (if applicable) will then be tabulated, and Proposers will be ranked starting with the Proposer receiving the highest score, then continuing with the Proposer receiving the second highest score, and so on.

1.3 Anticipated Contract Term

A contract awarded pursuant to this Solicitation shall be non-exclusive with an original term of two years. The City at its sole, absolute discretion, shall have the option to extend the term for two additional years for a total of four years.

1.4 Anticipated Contract Not to Exceed Amount

A contract awarded pursuant to this Solicitation shall have a not to exceed (“NTE”) amount of $919,741 for the initial term. This amount is based on City’s estimated spend over the

P-690 (04-26) Request for Proposal Page 8 of 27 Sourcing Event 0000012217 advertised initial contract term. Should City’s actual spend exceed its estimated spend for the initial term, City may in its sole discretion increase the contract NTE for the initial term. Should City exercise its options to extend the contract beyond the initial term, City may also elect to increase the NTE proportionally.

1.5 Indefinite Quantity, As-Needed Contract

Reserved.

1.6 Cooperative Purchasing and Use by Other City Departments

Any other City department, public entity or non-profit made up of multiple public entities, may use the results of this Solicitation to obtain some or all of the commodities or services to be provided by Proposer under the same terms and conditions of any contract awarded pursuant to this Solicitation.

1.7 Contract Terms and Negotiations

The successful Proposer will be required to enter into a contract in the form attached hereto as Attachment 1, City’s Contract Terms. City’s Contract Terms are not subject to negotiation.

However, Proposers may identify those contract terms to which they object as part of the questions they submit by the Questions Due Date. City shall evaluate all objections and determine what, if any changes, will be incorporated into City’s Contract Terms prior to the Proposal Due Date. Any such changes will be made known to all Proposers through an Addendum to this Solicitation. Failure to timely execute City’s Contract Terms, or to furnish any and all insurance certificates and policy endorsements, surety bonds or other materials required in City’s Contract Terms, shall be deemed an abandonment of the Proposal and City, in its sole discretion, may select another Proposer and proceed against the original selectee for damages.

2 Solicitation Schedule

The anticipated schedule for this Solicitation is set forth below. These dates are tentative and subject to change. It is the responsibility of the Proposer to check for any Addenda to this Solicitation or other published pertinent information.

Proposal Phase Tentative Date

Request for Proposals Issued

Friday October 30, 2026 at 1:00 PM, PST

Virtual Pre-Proposal Conference

Friday November 6, 2026 at 1:00 PM, PST

For meeting invite, please email name, agency and email address to Patricia.E.Martinez@sfgov.org by Wednesday November 4, 2026, 5:00 PM (PST)

Written Questions and Proposed Changes to

Friday November 6, 2026 at 5:00 PM, PST

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City’s Contract Terms Due Date

Proposal Due Date Thursday December 3, 2026 at 4:00 PM, PST

All interested proposers are required to submit a mandatory intent to apply email to Patricia.E.Martinez@sfgov.org by Monday November 30, 2026 at 5:00 PM, PST

Oral Interviews TBD

Notice of Intent to Award

December 14, 2026

Period for Protesting Notice of Intent to Award

Within three (3) business days of the City's issuance of a Notice of Intent to Award.

Pre-Proposal Conference Details The Pre-Proposal Conference will begin at the time specified. Proposers’ representatives are urged to arrive on time. Topics already covered will not be repeated for the benefit of late arrivals. Failure to attend the Pre-Proposal Conference shall not excuse the awarded Proposer from any obligations of a contract awarded pursuant to this Solicitation. Any change or addition to the requirements contained in this Solicitation as a result of the Pre-Proposal Conference will be executed by a written Addendum to this Solicitation. It is the responsibility of the Proposer to check for any Addendum to this Solicitation or other published pertinent information.

3 Requirements for Requested Goods and Services

3.1 Goods and/or Services Requested

This Solicitation is being issued by the Office of the Sheriff. SFSO is seeking qualified Proposers to provide Proposals for Housing and Navigation Services for individuals transitioning from incarceration, in accordance with Scope of Work, to City’s Contract Terms (Attachment 1).

3.2 Regulatory and Compliance Requirements Specific to the Goods/Services Solicited

Reserved.

3.2.1 Web Content Accessibility Guidelines (WCAG) 2.1 Level AA

Reserved.

3.2.2 Green Purchasing Requirements

In preparation for any Proposal submitted in response to this Solicitation, Proposers are required to review the City Mandatory Green Purchasing Requirements to ensure all goods and services offered to City in response to this Solicitation comply with the City’s Green Purchasing https://docs.google.com/spreadsheets/d/1JzChoAuD86PsfP6eN_KJ1f1O0ZtWATb4qmJ0rCw66Hc/edit?gid=0#gid=0?

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Requirements. In addition, Proposers are encouraged to refer to Attachment 1, City’s Contract Terms, for additional details related to the Green Purchasing Requirements applicable to any contract awarded pursuant to this Solicitation.

3.3 Alternates and Samples

Reserved.

3.4 Freight on Board and Shipping Costs

Reserved.

3.5 Additional Purchases

4 Local Business Enterprise (LBE) Program Requirements

4.1 CMD Compliance Officer

The CMD Compliance Officer (CCO) for this Solicitation and any Contract awarded pursuant to this Solicitation is:

Vivian Liu Contract Monitoring Division City and County of San Francisco Tel: 415.554.0656 Email: Vivian.Y.Liu@sfgov.org Website: www.sfgov.org/cmd.

4.2 Application of LBE Rating Bonuses

Reserved.

4.3 LBE Subcontracting Participation Requirements

Reserved.

4.4 CMD LBE Forms

Reserved.

4.5 LBE Payment and Utilization Tracking

http://www.sfgov.org/cmd

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5 Proposal Evaluation Criteria

Evaluation Phase Maximum Points

Minimum Qualifications Documentation Pass/Fail

Budget Proposal 20 Points

Written Proposal 50 Points

Oral Interviews 20 Points

TOTAL 90 Points

6 Minimum Qualifications and Documentation Required with Proposal (Pass/Fail)

Proposers must provide documentation that clearly demonstrates each Minimum Qualification (MQ) listed below has been met. Minimum Qualification documentation should be clearly marked as “MQ1”, MQ2”, etc. … to indicate which MQ it supports. Each Proposal will be reviewed for initial determination on whether Proposer meets the MQs referenced in this section. This screening is a pass or fail determination and a Proposal that fails to meet the Minimum Qualifications will not be eligible for further consideration in the evaluation process. The City reserves the right to request clarifications from Proposers prior to rejecting a Proposal for failure to meet the Minimum Qualifications.

MQ # Description

MQ #1 Proposer’s proposed changes to Attachment 1, City’s Contract Terms, by the Question Due Date.

MQ #2 Completed Attachment 2, Proposer Questionnaire and References.

MQ #3 Completed Attachment 4, Proposer’s Written Proposal.

MQ #4 Completed Attachment 5, City’s Budget Proposal Template.

MQ #5 Evidence that Proposer has 5 years of experience within the last 10 years in the sale of goods and/or services requested by this Solicitation.

MQ #6 Proposers must be a 501(c) non-profit certified to provide service within the City and County of San Francisco. Non-profit organization must have an active governing Board of Directors, and an Executive Director responsible for the day-to-day management of the organization.

MQ #7 Proposer must have experience working with those impacted by the criminal justice system.

MQ #8 Proposer must be an approved City vendor at the time of the contract award, and provide a Supplier ID.

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7 Written Proposal (50 Points)

In addition to submitting documents supporting each Minimum Qualification as required by this Solicitation, Proposers shall also submit a complete Proposal consisting of each item set forth below.

• Proposals must be created using a word processing software (e.g. Microsoft Word or Excel) and typed in a serif font (e.g.-Times New Roman). The document must have page margins of at least .5” on all sides. Information must be provided at a level of detail that enables effective evaluation and comparison between Proposals. Failure to follow formatting, submission, or content requirements, as well as page limit restrictions (if any), may negatively impact the evaluation of your Proposal.

• The proposed services must be clearly explained, including a detailed description of the tasks, equipment and services that will be used to meet the proposal requirement. The reader of the proposal should have a clear understanding of each portion as well as the overall process. The use of acronyms, legal terms and industry jargon should be avoided.

• Proposed practice models. Proposers shall provide a plan for delivering Case Management Services including how they will be provided, availability and accessibility of services, locations of services, staff qualifications, and supervision structure.

• All proposals must clearly explain, in detail, the services that the agency is proposing to provide. Do not incorporate the service descriptions above by reference (e.g. “Services shall be provided as described in the RFP.”) Any proposal submitted without clear description for those services applied for may be rejected from consideration.

Organizations interested in responding to this RFP must submit the following information, in the order specified below:

I. Table of Contents (1 page)

All pages of the proposal, including all enclosures, must be clearly and consecutively numbered and correspond to the Table of Contents.

II. Introduction and Executive Summary (up to 2 pages)

Proposers shall submit a Letter of Introduction and Executive Summary, not to exceed two (2) pages, signed by an individual authorized to legally bind the organization to the commitments outlined in the proposal. The submission shall include:

• Organizational Overview: Provide a concise description of the organization's mission, core values, and commitment to equity, diversity, and inclusion.

• Relevant Experience: Describe the organization's experience serving and engaging justice-involved individuals, individuals experiencing homelessness, and people transitioning from incarceration, including the scope of services provided, duration, location, and nature of relevant partnerships or collaborations.

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• Staff Development: Describe the organization's approach to staff onboarding, training, supervision, and ongoing professional development.

• Proposal Summary: Summarize the proposed approach to delivering the services outlined in this RFP, highlighting the organization's qualifications, relevant experience, and capacity to fulfill the contract requirements.

III. Project Approach (up to 8 pages)

Proposers shall describe the proposed services and activities your organization will provide under this RFP. The response shall address the following:

• Scope of Work: Describe the proposed services, activities, and key tasks, consistent with the Scope of Work outlined in this RFP.

• Service Delivery: Describe the plan for delivering Case Management Services, including service delivery methods, availability, accessibility, service locations, and supervisory oversight. Describe the proposed schedule, staffing capacity, and approach for conducting assessments, completing applications, and providing services at designated jail facilities.

• Staffing and Assignment of Responsibilities: Describe how responsibilities will be assigned among staff, including roles, coordination, supervision, and accountability for service delivery.

• Staffing Plan: Include a staffing plan that shows all positions that will contribute to providing the scope of work, including the position title, a summary of the position duties, the level of experience and education required for the position, whether the position is now filled, and the proposed hourly rate of pay. If the position is filled, provide the years of experience and educational background of the incumbent. Use the format defined below.

• Organizational Structure and Governance*: Provide an organizational chart illustrating how the proposed program and staff fit within the organization's overall structure. Include a list of the organization's Board of Directors and the dates of Board meetings held in 2025 and 2026, identifying which meetings were open to the public in accordance with Chapter 12L of the San Francisco Administrative Code. (*Not included in page count)

Position Title

Position Duties

Level of Experience Required

Education Required

Filled FTE Equivalent

Proposed Hourly Rate of Pay

RFP

Coordinator

Coordinate all Office RFP processes, including working with staff to

3 years of equivalent work experience

Bachelor’s Degree in related field, Master’s Degree in related field

YES 1 FTE $X.XX

P-690 (04-26) Request for Proposal Page 14 of 27 Sourcing Event 0000012217 develop Scope of Work, developing selection criteria, and administering process may substitute for 1 year of experience

Written Evaluation Criteria Max Score

Understanding of Program Objectives and Scope of Work, including the required services, and tasks to be performed, including housing navigation, case management, peer support, bridge housing, and data collection.

Demonstrated experience providing services to justice-involved individuals and individuals experiencing homelessness, including experience conducting Coordinated Entry Assessments and entering participant information into the Department of Homelessness and Supportive Housing (HSH) Online Navigation and Entry (ONE) System.

Proposed staffing plan demonstrates sufficient personnel, relevant qualifications, clearly defined responsibilities, and dedicated resources for program coordination, data management, performance reporting, and evaluation.

Demonstrated ability to implement the proposed services and activities outlined in the Scope of Work, including a clear plan for service delivery, participant engagement, coordination of services, and achievement of program objectives.

Demonstrated capacity to coordinate with SFSO, HSH, HEARTSS Program partners, and community-based providers; maintain accurate program documentation;

monitor service delivery and participant outcomes; and comply with applicable grant reporting and performance requirements.

10.

Total 50

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8 Budget Proposal (20 Points)

8.1 Budget Proposal Format and Allocation of Points

In addition to submitting documents supporting each Minimum Qualification as required by this Solicitation, Proposers shall also submit a complete Price Proposal consisting of each item set forth below. Refer to Attachment 5, Budget Proposal Template.

• Proposers must submit their budget proposal in Microsoft Excel format. For a contract term of two (2) years, there must be one separate Excel file for each year of the proposed contract term. Each file shall be titled using the following format: Agency Name FY 2X–2X.

• Proposers must provide a detailed labor budget, where all project staff provide services directly to the client or directly supervise staff providing client services.

• Proposers may request up to 20% of their total labor budget, including benefits, in operational overhead. Overhead includes support staff such as administrative assistants, finance staff, and executive officers.

• Proposers must list all sub-contractors, describe the service provided, the hourly sub-contracting rate, and the maximum budgeted amount for each sub-contractor. Sub-contractors are not included in the labor budget. These services are not considered overhead.

Budget Evaluation Criteria Max Score

Proposed budget aligns with the funding allocations and expenditure timelines specified in the RFP.

Does the budget provide sufficient detail and justification for proposed expenditures, including personnel, bridge housing, flexible funding, and administrative costs?

Total 20

8.2 Price Proposal Evaluation Period

The City will attempt to evaluate Price Proposals within one-hundred eighty (180) days after receipt of Proposals. If City requires additional evaluation time, all Proposers will be notified in writing of the new expected award date.

8.3 Price Discrepancies

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Where applicable, if there is a discrepancy between the Price Proposal and pricing entered by Proposer into the Supplier Portal, the Price Proposal pricing will prevail. In the event of a discrepancy between the unit price and the extended price, the unit price will prevail.

8.4 Proposing on Separate Items or in Aggregate(s)

Reserved.

8.5 Application of Price Proposal Discounts for Evaluating Lowest Price

Reserved.

9 Oral Interviews (20 Points)

The Evaluation Panel will hold oral interviews with Proposers that have met the Minimum Qualifications and whose Written Proposals received a score of at least 35 Points. Prior to Oral interviews, the City will send a letter to each invited Proposer regarding the format and general rules of the interview. The City reserves the right to limit participation in the panel interviews to Proposers’ key/lead team members and to exclude, for example, sub-consultants on multiple teams. The interview evaluation process may include (and be scored based on) a presentation by the Proposer and/or interview questions from the Evaluation Panel. Those questions may include and be related to Proposers’ and key/lead team members’ qualifications, their work approach, project task descriptions, team organization, and any questions which seek to clarify Proposal components. Proposers may also be scored on follow-up questions if clarification of Proposer’s responses is necessary. The same set of interview questions will be used for all Proposers and shall be presented to Proposers at least one week prior to the date of interview to allow Proposers sufficient time to prepare their responses. The Evaluation Panel may ask follow-up questions if clarification of Proposer’s responses is necessary. The Evaluation Panel will proceed to evaluate each Proposer based on each Proposer’s presentation and responses.

Oral Interviews will be evaluated as follows:

Oral Presentation Evaluation Criteria Max Score

Agency provides clear presentation of program goals and objectives 10

Agency provides clear description of management and staff qualifications and experience

Total 20

10 Supporting Documentation Required Prior to Contract Execution

Proposers must provide each Required Supporting Documentation (“RSD”) identified below prior to Award. Failure to do so may result in the Proposal being deemed Non-Responsive.

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RSD

#1

Evidence that Proposer is compliant or likely to become compliant within 30 calendar days of the Proposal Due Date with San Francisco Labor and Employment Code Articles 131 and 132.

RSD

#2

Completed Proposal Attachments:

☐ Attachment 6: HCAO and MCO Declaration Forms

☐ Attachment 7: First Source Hiring Form

RSD

#3

Insurance in accordance with Article 5 of Attachment 1, City’s Contract Terms.

RSD

#4

Non-Profit Entities: If Proposer is a non-profit organization and receives a cumulative total per year of at least $250,000 in City funds or City-administered funds:

(1) a statement describing Proposer’s efforts to comply with the Chapter 12L provisions regarding public access to Proposer’ s meetings and records, and

(2) a summary and disposition of all complaints concerning the Proposer’s compliance with Chapter 12L that were filed with the City in the last two years and deemed by the City to be substantiated. If no such complaints were filed, the Proposer shall include a statement to that effect.

Failure to comply with the reporting requirements of Chapter 12L or material misrepresentation in Proposer’s Chapter 12L submissions shall be grounds for rejection of the Proposal and/or termination of any subsequent agreement reached on the basis of the Proposal.

11 Failure to Provide Insurance and/or Bonds

Unless otherwise stated, within ten business days of the receipt of a notice of award of a Contract, the Proposer to whom the contract is awarded shall deliver the specified bond documents and/or insurance certificates and policy endorsements to City. If the Proposer fails or refuses to furnish the required bond and/or insurance within ten days after receiving notice to award a Contract, City may, at its option, determine that the Proposer has abandoned its Proposal. Thereupon the tentative award of said contract to this Proposer shall be canceled and City shall notify the Proposer’s surety and collect on the Proposer’s bond (or the check accompanying its Proposal shall be deposited with the Treasurer of the City and County of San Francisco for collection). The proceeds thereof shall be retained by City as partial liquidated damages for failure of such Proposer to properly file the bonds and insurance herein required.

The foregoing in no way limits the damages which are recoverable by City whether or not defined elsewhere in the contract documents.

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12 City’s Social and Economic Policy Requirements

The San Francisco Municipal Code establishes a number of requirements for people seeking to do business with the City (“Social and Economic Policy Requirements”). These Social and Economic Policy Requirements can be found in Attachment 1, City’s Contract Terms, which Proposers are encouraged to carefully review. The Social and Economic Policy Requirements set forth below are not intended to be a complete list of all Social Policy Requirements applicable to this Solicitation and any contracts awarded from it.

12.1 Nondiscrimination Requirements (“Equal Benefits”)

Proposers awarded any contract exceeding $230,000 (the City’s “Minimum Competitive Amount”), may not, during the term of the Contract discriminate in the provision benefits between employees with domestic partners and employees with spouses, and/or between the domestic partners and spouses of such employees, where the domestic partnership has been registered with a governmental entity pursuant to state or local law authorizing such registration. This Equal Benefits requirement applies in any of the contractor’s operations in San Francisco, on real property owned by San Francisco, or where work is being performed for the City elsewhere in the United States, subject to the conditions set forth in San Francisco Labor and Employment Code Articles 131 and 132. Contractors must submit a declaration confirming that the business complies with the Equal Benefits law. The declaration is available via SF City Partner Supplier Portal. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Ordinance to a contract awarded pursuant to this Solicitation. For more information, visit the Contract Monitoring Division (CMD) website.

12.2 Payment of Prevailing Wages

Reserved.

12.3 Health Care Accountability Ordinance (HCAO)

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 121 For each Covered Employee, the awarded Contractor shall provide the appropriate health benefit set forth in Article 121.3. If the awarded Contractor chooses to offer the health plan option, such health plan shall meet the minimum standards set forth by the San Francisco Health Commission. Information about and the text of Article 121, as well as the Health Commission’s minimum standards, is available on the web at http://sfgov.org/olse/hcao. An awarded Contractor is subject to the enforcement and penalty provisions in Article 121. Any Subcontract entered into by the awarded Contractor shall require any Subcontractor with 20 or more employees to comply with the requirements of the HCAO and shall contain contractual obligations substantially the same as those set forth in this Section. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

12.4 Minimum Compensation Ordinance (MCO)

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 111. For each Covered Employee, the awarded Contractor shall pay no less than the https://www.sf.gov/equal-benefits-program http://sfgov.org/olse/hcao

P-690 (04-26) Request for Proposal Page 19 of 27 Sourcing Event 0000012217 minimum compensation required by San Francisco Labor and Employment Code Article 111, including a minimum hourly gross compensation, compensated time off, and uncompensated time off. An awarded Contractor is subject to the enforcement and penalty provisions in Article

111. Information about and the text of Article 111 is available on the web at http://sfgov.org/olse/mco. An awarded Contractor is required to comply with all of the applicable provisions of Article 111, irrespective of the listing of obligations in this Section. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

12.5 First Source Hiring Program

A Proposer selected pursuant to this Solicitation shall comply with all of the applicable provisions of the First Source Hiring Program, Chapter 83 of the San Francisco Administrative Code. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

12.6 Sweatfree Procurement

Reserved.

12.7 Non-Profit Entities

To receive a contract under this Solicitation, any nonprofit Proposer must be in good standing with the California Attorney General’s Registry of Charitable Trusts by the time of contract execution and must remain in good standing during the term of the agreement. Upon request, Proposer must provide documentation to the City demonstrating its good standing with applicable legal requirements. If Proposer will use any nonprofit subcontractors to perform the agreement, Proposer will be responsible for ensuring they are also in compliance with all requirements of the Attorney General’s Registry of Charitable Trusts at the time of Contract execution and for the duration of the agreement.

12.8 Other Social Policy Provisions

Attachment 1, City’s Contract Terms, identifies the City’s applicable social policy provisions related to a contract awarded pursuant to this Solicitation. Proposers are encouraged to carefully review these terms and ensure they are able to comply with them.

13 Terms and Conditions for Receipt of Proposals

13.1 How to Register to propose and be awarded a City Contract

To submit a proposal for a City contract, all vendors must be registered as a City BIDDER or a SUPPLIER. To be awarded a contract, Proposers must convert their BIDDER ID to a SUPPLIER ID, which requires additional steps to demonstrate compliance with certain San Francisco supplier requirements.

http://sfgov.org/olse/mco

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13.1.1 Registering as a BIDDER to propose on a City contract

Proposers that are not currently a City SUPPLIER must obtain a BIDDER ID by completing the following form on the SF City Partner Portal:

https://sfcitypartner.sfgov.org/pages/BidderRegistration-BS3/bidder-registration-1.aspx

13.1.2 Converting a BIDDER ID to SUPPLIER ID to be awarded a City contract

To convert a BIDDER ID to a SUPPLIER ID, awarded Proposers are required to register with the City Tax Collector’s Office. Additionally, businesses awarded contracts exceeding $230,000 (the “Minimum Competitive Amount”) must comply with the City’s Equal Benefits requirements pursuant to Labor and Employment Code Article 131 and must submit the online Equal Benefits Declaration through the SF City Partner Portal.

For detailed instructions on registering for City Business Tax, submitting an Equal Benefits Declaration, and for converting your BIDDER ID to a SUPPLIER ID visit Contracting with the City and County of San Francisco.

• City Business Tax Registration Inquiries: For questions regarding business tax registration procedures and requirements, visit Register a Business | Treasurer & Tax Collector, contact the Tax Collector’s Office at (415) 554-4400 or, if calling from within the City and County of San Francisco, 311.

• Equal Benefits Program Inquiries: For questions concerning the San…