REQUEST FOR PROPOSALS (RFP) 13083

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT SERVICES

OFFICE OF HOMELESS SOLUTIONS

COMMUNITY CARE COORDINATION (C3) STRONG

July 2, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking proposals from firms interested in providing Community Care Coordination (C3) Strong (“Offerors”).

2. The contract term is anticipated to be an initial (base) period of one (1) year with four (4) one-year options. The anticipated contract maximum amount for the five (5) year contract is between $28,120,000 and $29,600,000. The anticipated maximum amount for the first year of the contract is between $5,320,000 and $5,600,000.

3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/. In order to see all information related to this RFP, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

4. The Contracting Officer for this solicitation is Punnita Dinmuong, Procurement Contracting Officer, (Punnita.Dinmuong@sdcounty.ca.gov)

5. Schedule: This timeline is subject to change at any time, at the County’s sole discretion. The County will issue an addendum for changes to the Pre-Proposal Conference date, Questions due date, or Proposal due date.

Event Description Date and Time (San Diego Time)

Pre-Proposal Conference July 13, 2026 at 2:00 p.m.

Questions due July 23, 2026 prior to 5:00 p.m.

Proposals due August 13, 2026 prior to 3:00 p.m.

6. Pre-Proposal Conference. The County will hold a pre-proposal conference by Video/Teleconference using the Microsoft Teams platform on the Date and Time listed in the Schedule. To participate, click here to join or dial in (audio only) by phone +1 619- 343-2539,,227511856#. The County will provide an overview of the RFP process and may provide a program/technical overview and other information. Attendance at the pre-proposal conference is encouraged but not mandatory.

7. Questions:

7.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation of this RFP, in writing by the Date and Time specified in the Schedule. Questions should be submitted via BuyNet, by sending a message to the Contracting Officer through the “Discussions” functionality.

7.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.

8. Table of Contents:

A. Key Information B. RFP Instructions and Rules C. Evaluation Criteria D. Submittal Items E. Required Forms F. Statement of Work G. Payment Schedule H. Draft Agreement

MAGGIE RAMSBERGER

INTERIM DIRECTOR

DEPARTMENT OF PURCHASING AND CONTRACTING

5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204

Phone (858) 505-6367 Fax (858) 715-6452

BRENDA MILLER

ASSISTANT DIRECTOR

mailto:Punnita.Dinmuong@sdcounty.ca.gov https://teams.microsoft.com/meet/211939233778396?p=rGvynmJCsdcPUxMnHP tel:+16193432539,,227511856 tel:+16193432539,,227511856

COUNTY OF SAN DIEGO – REQUEST FOR PROPOSALS (RFP 13083)

OFFICE OF HOMELESS SOLUTIONS

B. RFP INSTRUCTIONS AND RULES

1. INSTRUCTIONS FOR SUBMITTING A PROPOSAL

1.1. It is the Offeror’s responsibility to submit a proposal based on the most current RFP, addenda thereto, responses to Questions, any other information posted on BuyNet, and any diligence material made available by the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to contact Offerors directly with any such RFP-related information.

1.1.1. In order to see all information related to this RFP, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

1.2. Forms required to be submitted with Offerors response to this RFP are included in this RFP or posted on the County’s web site at https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.

1.2.1. Posted forms may be updated from time to time. Unless otherwise specified, offerors may submit the version of a form in place as of the date of the posting of this RFP or any later version.

1.3. Offerors are advised to allow for sufficient time to obtain all necessary documents and forms, resolve any technical difficulties obtaining or completing documents or forms, and, if necessary, obtain documents and forms by an alternate method. If you are unable to download documents or forms, you may request a hard copy or technical assistance from Purchasing and Contracting’s front desk or contact clerical support at (858) 505-6367.

1.4. Offeror must submit a complete original proposal in accordance with the format provided in this solicitation to the County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before the Date and Time listed in Schedule.

1.4.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit by providing the Purchasing and Contracting front desk with either (i) electronic files on CD/DVD or, (ii) a printed proposal. Offeror must prominently mark such submissions with the RFP number on the outside of the packaging. Please use this method only if unable to submit through BuyNet.

1.4.2. When submitting via BuyNet, Offerors are advised to allow for sufficient time to submit by an alternate method in the event of technical difficulties.

1.4.3. For proposals submitted electronically through BuyNet, the time on the BuyNet server shall be considered the official time for the purpose of determining timely submittal.

1.4.4. For proposals submitted at the Purchasing and Contracting front desk, the time stamp at the front desk shall be considered the official time for the purpose of determining timely submittal.

1.4.5. In the event of multiple submittals of an original proposal by an Offeror, the County will only consider the most recent submittal submitted before the due date and time. The County will not review or consider previous submittals, whether submitted at the front desk or through BuyNet. Offerors are strongly encouraged to submit only one original proposal and to withdraw or replace any previous submittals in the event they update their proposal. Proposals may be found non-conforming if the County is unable to determine which proposal is the most recent, timely submittal.

1.5. A proposal that is untimely or otherwise not submitted in conformance with 1.4 above will not be considered for award unless: it is received before award is made; the County determines that it is in its best interest to accept the proposal; and

1.5.1. It is determined by the County that the late receipt was due solely to mishandling by the County, or

1.5.2. No timely and conforming proposal was submitted.

1.6. Proposals may not be modified after the due date, except for modifications resulting from the Contracting Officer’s request for a revised proposal, Best and Final Offer (BAFO), or an addendum to the proposal.

1.7. Proposals may be withdrawn by written notice signed by a duly authorized representative of Offeror if received prior to Notice of Intent to Award. After Notice of Intent to Award, all proposals constitute firm offers, subject to negotiation, that will remain open and cannot be revoked, withdrawn, or modified for a period of six (6) months.

1.7.1. All proposals become the property of the County upon submission. An Offeror may request the return of its proposal upon withdrawal, which return the County may grant or deny in its sole discretion.

1.8. By submitting a proposal, Offeror agrees to these RFP Instructions and Rules and all other terms of this RFP.

https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html

2. QUESTIONS

2.1. Offerors shall direct requests for explanation regarding the RFP or related documents to the Contracting Officer in writing as a question (“Question”). Submit Questions by sending a message to the Contracting Officer through the “Discussions” functionality in BuyNet.

2.2. The County may choose not to respond to Questions received after the date and time stated Schedule. Offeror is responsible for ensuring that Questions are received by the County.

3. PROPOSAL FORMAT

3.1. Submit electronic proposals as files in .pdf format, except where specified otherwise. For pages other than signature pages, converted and searchable formats are preferred.

3.2. Proposals shall be formatted to print on 8-1/2” x 11” page size, with no less than ½” margins and eleven (11) point font and to be suitable for black and white reproduction with no loss of information.

3.3. All proposals shall be signed with a handwritten signature by an authorized officer or employee of the Offeror.

3.3.1. Electronic or digital signatures will not be accepted.

3.3.2. Pages requiring signatures must be scanned from an original handwritten signature. If Offerors are unable to submit a .pdf with scanned signatures, Offerors may optionally submit clear pictures of signature pages containing original handwritten signatures.

4. PROPOSAL ORGANIZATION

4.1. Your proposal must be organized in accordance with the Submittal Items in this RFP.

4.1.1. Content shall be organized to correspond to the applicable exhibit and question or item within each exhibit.

4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.

4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.

4.1.4. Cost/Price information:

4.1.4.1. All cost and pricing information must be contained within Cost/Price exhibit and be inclusive of all proposed compensation. No price data is to be included in the Program/Technical or other exhibits.

4.2. Confidential/Proprietary information:

4.2.1. The County is a public agency subject to the California Public Records Act, Government Code § 7920.000, et seq. Some or all of the documents submitted in response to this RFP may be subject to disclosure, and the County intends to publish any resulting contracts to its public website.

4.2.2. It is Offeror's responsibility to identify and separate into a "CONFIDENTIAL/PROPRIETARY” exhibit and to provide a signed Nondisclosure Indemnification Agreement for:

4.2.2.1. all confidential information that should be protected from disclosure, including PI (Personal Information), PII (Personally Identifiable Information), or PHI (Protected Health Information), and

4.2.2.2. any proprietary or other information Offeror determines is exempt from disclosure under the California Public Records Act and wishes to protect from disclosure.

4.2.3. The “CONFIDENTIAL/PROPRIETARY” exhibit must be clearly labeled with all pages marked as

“CONFIDENTIAL/PROPRIETARY”

4.2.4. Refence material in the “CONFIDENTIAL/PROPRIETARY” exhibit where it is needed to respond to a Submittal Item (for example “See response 1 contained within the “CONFIDENTIAL/PROPRIETARY” exhibit” for staff Social Security numbers”).

4.2.5. If the County determines that a submission improperly designates information as confidential or proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other appropriate action. (Note:

pricing and terms and conditions are generally not considered confidential under the California Public Records Act).

5. PROPOSAL EVALUATION

5.1. Evaluations shall be based on the criteria contained in the Evaluation Criteria and Submittal Items to determine the proposals(s) that provide the best value to the County.

5.2. The County shall have the discretion, but not the obligation, to construe any submission as non-conforming and ineligible for consideration if it does not conform to the requirements of this Request for Proposals. The County shall also have the discretion to waive any irregularities or deviations from the requirements of this Request for Proposals in any submission.

5.3. Small-Local Business preference: In accordance with Section 405 of the San Diego County Code of Administrative Ordinances, when evaluating competing proposals, the County will give a fifteen percent (15%) price preference to offerors that meet the definition of a Small-Local Business set forth in Board Policy B-53 and that have completed the Small-Local Business Self-Certification Form.

The price preference will be applied to the proposed price portion of the evaluation only. Fifteen percent (15%) or one hundred and fifty-thousand dollars ($150,000), whichever is less (“Price Adjustment”), shall be subtracted from any Small- Local Business’s proposed price being evaluated for award (“Adjusted Price”). A Small-Local Business’s Adjusted Price shall be the basis for evaluating the proposal’s price. Contract award will be made to the proposer(s) providing the best value to the County after consideration of the price preference and will be made at the unadjusted price. For example, a Small-Local Business submitting a proposal for $100,000 would be evaluated as if the proposed price was $85,000. If, based on the Adjusted Price, the Small-Local Business is evaluated to be the best value, the Small-Local Business would be awarded a contract at the unadjusted price of $100,000.

5.4. Small-Local Business Subcontractor Utilization: Reserve.

5.5. During evaluation, County may appropriately consider the sustainability and social, human health, environmental, and economic impact of Offeror’s proposed products and approach to providing goods and services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant information in their proposals.

5.6. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror’s proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant information in their proposals.

5.7. When evaluating an Offeror’s cost or pricing, the County may also consider the effect of the proposal on the overall total cost to the County.

5.8. In evaluating an Offeror’s ability to satisfy the requirements of this RFP and any resulting contract, the County may also consider any parent, subsidiary, or related legal entity of Offeror, including, without limitation, a legal entity that Offeror acquired or merged with or will use as a guarantor in providing services to the County.

6. EVALUATION AND SELECTION PROCESS

6.1. Proposals received, including any additions, revisions, and clarifications, will be evaluated by a Source Selection Committee (SSC) appointed by a Source Selection Authority(s) (SSA). The County may evaluate information known to the County, in addition to the information provided in response to the RFP.

6.2. The County reserves the right to request clarification and/or additional information (“Clarification”) from Offerors. The Contracting Officer will determine the appropriate means of requesting and obtaining Clarification, which may include telephonic communication, email, letter, presentation, oral interview, or an addendum or revision to the proposal. The County may invite Offerors to make presentations to, or participate in interviews with, the County at a date, time, and location determined by the County. Notwithstanding the foregoing, the County is not obligated to seek Clarification, therefore Offerors are advised to submit complete and accurate information in their proposals.

6.3. At any point in the evaluation process, the County may determine that a proposal is unacceptable in any area or that a proposal is no longer in the competitive range, and no longer consider it for award. In such cases, the Contracting Officer will attempt to notify the Offeror.

6.4. At any point in the evaluation process, the County may hold discussions with one or more Offerors in the competitive range. Discussions may include requests for revised proposals, Best and Final Offers (BAFOs), or addenda to the proposal that may contain additional selection factors.

6.5. The SSC may recommend to the SSA that award be made to one or more Offerors. After receipt and approval of the SSA’s decision, the County will post a Notice of Intent to Award (NOI).

6.6. Upon posting of the NOI, the County will enter into contract finalization negotiations with the selected Offeror(s) and, upon successful completion, award a contract(s).

6.7. The County may rescind or modify the NOI at any time due to unsuccessful negotiations or if the County otherwise determines that it is in its best interest to do so.

6.8. Reserved.

6.9. The actual timing and sequence of events resulting from this RFP shall ultimately be determined by the County, in its sole discretion. The County may, at any time cancel this RFP, reject all proposals, restart evaluations, modify or replace the membership of the SSC, or correct any deficiencies in the procurement process or evaluation.

7. DEBRIEF AND REVIEW OF CONTRACT FILES

7.1. After an Offeror has been notified by the Contracting Officer that that Offeror’s proposal is no longer being considered for award, the Offeror may request a debriefing from the Contracting Officer. For debriefings held prior to contract execution, the Offeror will be limited to a review of the information pertaining to the County’s evaluation of their own proposal, in accordance with Section 9.4 of these RFP Instructions and Rules. After contract execution, debriefings may include review of other proposals, the Source Selection Committee Report, and other releasable documents.

8. PROTEST PROCEDURE

8.1. Board Policy A-97 sets forth the procedures for the filing and resolution of protests related to this RFP. Board Policy A- 97 is available from the Clerk of the Board, 1600 Pacific Highway, San Diego, CA 92101, or on the County’s website at https://www.sandiegocounty.gov/content/sdc/cob/ocd.html .

8.2. All protests must be filed in accordance with Board Policy A-97, which requires, among other things, that a protest must be filed timely, be submitted in writing to the Contracting Officer identified in the solicitation package, and be based on a protestable action and established grounds for protest.

9. COUNTY COMMITMENT

9.1. This RFP does not commit the County to award a contract, nor does it commit the County to pay any of Offeror’s costs incurred in the preparation or submission of the proposal. Further, no reimbursable cost may be incurred in anticipation of a contract award.

9.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its respective officials, agents, or employees arising out of or relating to this RFP or these procedures (other than those arising under a definitive contract with Offeror in accordance with the terms thereof).

9.3. The County reserves the right to separately procure the same or similar goods or services.

9.4. The County may withhold all information regarding this procurement until after negotiations are complete, including, but not limited to: the number of proposals received; the identity of Offeror(s); the content of proposals; the County’s evaluation and results thereof; and, the identity of the members of the SSC. Information releasable after the conclusion of negotiations is subject to the disclosure requirements and withholding exemptions of the California Public Records Act.

9.5. Pursuant to County Charter §§ 703.10 and 916, award of a contract resulting from this RFP may be subject to the County’s requirement to determine that the services can be provided more economically and efficiently by an independent contractor than by persons employed in the Classified Service

9.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves the right to award a contract to a resulting entity.

10. DILIGENCE AND DUTY TO INQUIRE

10.1. Should an Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFP or related documents, Offeror shall have a duty to submit a Question to the County.

10.2. Offerors are expected to perform reasonable due diligence with regard to this RFP and the work required, including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable, information that can be obtained during a site visit (including verification of measurements, conditions, and other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or other relief based upon information that was discovered or should have been discovered through due diligence.

https://www.sandiegocounty.gov/content/sdc/cob/ocd.html

10.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any diligence material or other information provided by the County or any of its agents, representatives, contractors or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or may not prove to be correct.

10.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer, agent, or employee of the County shall affect or modify any terms or requirements of this RFP, except as explicitly provided for in this RFP.

11. OFFEROR COMMUNICATIONS

11.1. All communications from the Offeror (including its employees, agents, and representatives) to the County or its officers and employees (including consultants working on or assisting with this procurement), related to this RFP or the Offeror’s proposal, must be directed in writing exclusively to the Contracting Officer, unless otherwise authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any other County personnel about this solicitation, except as otherwise allowed for in this RFP or by law. Any improper contact may, at the County’s sole discretion, cause the Offeror to be removed from consideration for contract award.

11.2. If Offeror issues any public announcement, or otherwise engages in communication that, in the County’s sole determination, compromises the integrity of this RFP process or attempts to restrain competition, Offeror may be removed from consideration for award.

11.3. Audio and/or video recording of pre-proposal conferences, presentations, discussions, negotiations, debriefings, or other communications with the County regarding this RFP are prohibited, unless specifically authorized in writing by the Contracting Officer.

12. SOLICITING EMPLOYEES

12.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the County’s employ in order to accept employment with the Offeror, its affiliates, actual or prospective contractors, or any person acting in concert with the Offeror without prior written approval of the County’s Contracting Officer. This paragraph does not prevent the employment by an Offeror of a County employee who has initiated contact with the Offeror.

13. PROHIBITED CONTRACTS AND SUBCONTRACTS

13.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract with, and shall reject any bid or proposal submitted by the person or entities specified below, unless the Board of Supervisors finds that special circumstances exist which justify the approval of such contract:

13.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the governing body;

13.1.2. Profit making firms or businesses in which employees described in subsection 13.1.1 serve as officers, principals, partners or major shareholders;

13.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of subsection 13.1.1, and who (1) were employed in positions of substantial responsibility in the area of service to be performed by the contract, or (2) participated in any way in developing the contract or its service specifications;

and

13.1.4. Profit making firms or businesses in which the former employees described in subsection 13.1.3 serve as officers, principals, partners or major shareholders.

13.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or ownership relationship exists, unless specifically authorized by the Board of Supervisors.

13.3. Offeror certifies that if awarded a contract under this RFP, such contract will be in compliance with Sections 13.1 and 13.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these provisions.

14. CALIFORNIA REVENUE & TAXATION CODE § 18662

14.1. In compliance with California Revenue and Taxation Code § 18662, if Offeror is a non-resident of California (out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form 590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment from the County, new suppliers, or suppliers with expired forms or forms with incorrect information, must submit new forms to the County (forms are available from the Franchise Tax Board website listed below).

14.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If Offeror has already received a waiver or a reduced withholding response from the State of California and the response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board websites, listed below, for tax forms and relevant information regarding non-resident withholding, including waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak with their tax advisers and/or the State of California for guidance.

Franchise Tax Board Websites:

https://www.ftb.ca.gov https://www.ftb.ca.gov/forms/search/

14.3. If selected for award, the Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694-2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The P.O. Number or Contract Number (if available) and “California Revenue and Taxation Code § 18662” must appear on fax cover sheet and/or the outside of the mailing envelope.

15. W-9 FORM

15.1. If selected for award, the Offeror must complete and submit a W-9 form if a current form is not on file with the County.

(Remainder of this page left blank) https://www.ftb.ca.gov/ https://www.ftb.ca.gov/forms/search/

C. EVALUATION CRITERIA

Proposal Evaluation Criteria

The evaluation criteria listed below are in descending order of importance by paragraph, not subparagraph, and will be considered in the evaluation of the Offeror’s written and oral proposals accordingly. Proposals should give clear, concise information in sufficient detail to allow an evaluation based on these criteria.

Evaluation Criteria Key factors extend to which:

Program Design and Approach

• Offeror’s acceptance of the proposed Statement of Work (SOW).

• Offeror’s proposal demonstrates the capability to provide services for Community Care

Coordination (C3) Strong.

• Offeror’s approach fulfills the County’s requirements to support the needs of the focus population to provide services outlined in the SOW, including an effective proposal for reaching, triaging and serving focus populations released from County detention facilities, including an effective plan for the North County.

• Offeror’s proposal and program model demonstrate the ability to effectively and efficiently meet the program goals and objectives.

• Offeror demonstrates a plan to leverage Medi-Cal and coordinate services with Community- Based Organizations

• Offeror demonstrates a plan to collaborate, partner, and/or subcontract with Community- Based Organizations to support the goals and outcomes of the program.

• Subcontractors, if proposed, support the achievement of the outcomes of the program.

• Offeror’s approach shows a clear, feasible, and operationally efficient Implementation Plan and Quality Assurance plan that demonstrates sustainability, equity and inclusion efforts.

• Offeror’s demonstrates accurate and reliable data reporting, tracking mechanisms, and performance analysis.

• Offerors utilize a case management system that demonstrates the ability to input and track outcomes.

• Offeror submitted a HHSA Cultural Linguistic Diversity Plan that meets the cultural and linguistic needs of the target population.

Organizational Capability, Experience and Qualifications

• Offeror’s proposal demonstrates relevant experience and knowledge in providing and operating the same or similar program that provides care coordination, service navigation, peer support, and housing.

• Offeror’s staffing structure and organizational framework demonstrate the ability to support the program’s goals and objectives.

• Offeror’s proposal shows hiring, training, and sustainability plan for staffing that demonstrate the value to the focus population, including Offeror’s approach to ensure peer support is provided by culturally competent individuals with lived experience and Peer Case Managers are certified to provide peer support.

• Offeror’s proposal shows work with local communities to promote equity and inclusion.

Organizational Stability and Risk

• Offeror’s record of quality performance.

• Offeror’s fiscal stability, accounting system, contract performance and compliance, litigation history, and any risk to the County.

Pricing • Offeror’s proposed cost/pricing is comprehensive, stable and predictable, which limits risk or variance to the County.

• Offeror’s proposed pricing is reasonable to implement and aligns with program requirements and supports program objectives.

Acceptance of Terms and Conditions and Insurance

• Overall risk to the County resulting from the Offeror’s agreement with, or exceptions to, the County’s Terms and Conditions and insurance.

D. SUBMITTAL ITEMS

Proposals should give clear, concise information in sufficient detail and in the order presented below to allow for a comprehensive evaluation. The County shall have the discretion, but not the obligation, to construe any submission as non-conforming and ineligible for consideration if it does not conform to the Submittal Requirements described by these Submittal Items. The County shall also have the discretion to waive any irregularities or variances from these Submittal Items in any submission and/or seek Clarification.

Although the Submittal Requirements below may be organized by Evaluation Criteria, the headings are only for purposes of organization and clarity. The County may evaluate the information provided under any section of the Submittal Requirements for each Evaluation Criterion (e.g., when evaluating the offeror’s Technical Approach, the County is not limited to reviewing the information submitted in response to the Technical Approach section and may, for example, also rely on information submitted in response to the Offeror's Experience, Qualifications, Capacity, Competency, etc.).

Offeror’s response to these Submittal Items shall be no more than thirty (30) pages, excluding disclosures, financials, sample reports, supporting materials submitted as attachments, charts, tables, resumes, job descriptions, etc. When including attachments, reference the specific supporting information in the applicable portion(s) of your narrative response.

1) EXHIBIT 1 - REQUIRED FORMS

1.1. Submit a completed and signed Offeror’s Cover Page (PC600) form

• Required for all Offerors

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf

1.2. Submit a completed and signed Representations and Certifications form (PC601)

• Required for all Offerors

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf

1.3. Submit a completed and signed Small-Local Business Self-Certification Form (PC610)

• Required if claiming Small-Local Business Preference; All other Offerors are encouraged to complete this form to support County data collection.

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf

1.4. Submit a completed Small-Local Business Subcontractor Utilization Plan (PC611)

• In accordance with Board Policy B-53, Offeror must submit a Small-Local Business Utilization Plan demonstrating that Offeror: (i) will either meet or exceed a 3% Small-Local Business Subcontractor Participation Requirement based on the total pricing/payment schedule of Offeror's submittal or show a good faith effort to do so, or (ii) is exempt from the Small- Local Business Subcontractor Participation Requirements.

• located at: https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC611_dpc_SLB_Sub_Utilization.pdf

1.5. Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).

• Required if submitting Confidential/Proprietary Information (see RFP Instructions and Rules section 4.2)

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

1.6. Submit a completed Exhibit A – Attachment 1: IT Requirements and Data Security Checklist

2) EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

Section A: Program Design and Approach

2.1 Provide a statement that Offeror has read, understands, and accepts the Exhibit A- Statement of Work (SOW). If Offeror does not accept all portions of the SOW, then provide a marked up redline version of the SOW that provides applicable alternative language along with supporting explanation to support any alternative standards/language being proposed.

Failure to specifically reject a proposed requirement(s) will be deemed an acceptance of such requirement.

2.2 Describe in detail how Offeror will operationalize outreach, engagement, case management, system navigation, peer support, and housing-related assistance services as outlined in the SOW to support the needs of the focus population. Provide https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC611_dpc_SLB_Sub_Utilization.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf sufficient details to ensure Offeror’s approach will effectively and efficiently meet the goals specified in SOW. Please include:

2.2.1 Propose the number of enrolled individuals to serve per year.

2.2.2 Provide additional approaches that would be incorporated into the program that would represent value added to the services being performed and the overall goal of the program.

2.3 Describe in detail your organization’s strategic approach for supporting the needs of the population of focus. (SOW Section 4.) Please include:

2.3.1 Plan to ensure program staff are available between 7 am and 6 pm per day. 7 days per week, 365 days a year (SOW Section 4.4).

2.3.2 Plan to ensure the facility is open for operation for a minimum of forty (40) hours per week (SOW, Section 4.4).

2.3.3 Plan to ensure staff are available to pick up participants from jail seven (7) days per week (SOW, Section 4.4).

2.3.4 Include specific details on how services will be provided for individuals released from Vista Detention Facility and clients residing in the North County region. Demonstrated capacity to create effective services in the North County may include an existing office/satellite location, plans to establish a service site, commitment of staff to the region, and established partnerships and/or established or planned subcontracts with organizations providing similar services in the North County to the focus population.

2.4 Detail your organization’s program model for ensuring each of the program performance measures are met, provide an explanation for each performance measure (SOW Section 3.2.).

2.5 Describe how Offeror will leverage Medi-Cal and coordinate services with Community-Based Organizations (SOW, Section 7.7.4)

2.5.1 Describe how Offeror will meet the criteria to be contracted with the County’s Managed Care Plans including how Offeror will enroll participants, invoice Managed Care Plans (MCP), and coordinate care with other Medi-Cal service providers (SOW 7.7.4.2)

2.5.2 Consultants or Memorandum of Agreement (MOA) Linkages: If consultants are to be used to meet specific requirement of the SOW under an MOA (including volunteer services), provide a list of those consultants along with the information listed in the SOW 7.7.4.3. if known at the time of proposal submission. Please do not include copies of subcontract agreements or MOAs.

2.6 Describe how Offeror will work with Community-Based Organizations, as subcontractors, to offer additional support to the program participants (SOW Section 7.7.3).

2.6.1 If subcontractor(s) will be used to meet specific requirements of the SOW, include the following information for each planned subcontractor:

2.6.1.1 Fully identify the subcontractor(s), and provide the name, address, and experience serving the focus population.

2.6.1.2 Describe the services the subcontractor(s) will provide, list the specific program requirements to be met by the subcontractor(s).

2.6.1.3 Describe how the services provided by the subcontractor(s) will be evaluated to ensure that all services have been implemented per the SOW.

2.6.1.4 Describe any policies or practices your organization has in place to ensure equitable treatment of all employees and subcontractors. Describe the criteria that your organization uses to evaluate the sustainability of your suppliers or subcontractors.

2.6.1.5 Specify the type of contract or agreement used with the subcontractor(s) and whether the subcontractor(s), has committed to the agreement.

2.6.1.6 If the subcontractor(s) are unknown at the time of proposal submission, explain how they will be solicited and selected, and provide a draft schedule for soliciting and selecting subcontractor(s).

2.7 Provide an action plan for program implementation. Include a Gantt chart (or similar type of chart), with start dates and completion dates for all the actions leading up to a fully functioning program. The chart should show actions required, strategies employed, responsibilities (persons, organizations, agencies), dependencies, (actions which must be completed before subsequent actions must be initiated or completed), and milestones (significant actions and dates in the implementation) for the initial 12-month contract period.

2.7.1 Describe how quickly the program will start up and begin enrolling participants in the program.

2.7.2 Describe how your organization measures and reports on equity and inclusion within your projects.

2.7.3 Describe sustainable practices that your organization incorporates into its operations.

2.7.4 Describe what measures your organization has taken to improve energy efficiency in your operations.

2.7.5 Describe how the organization’s location and facility support the program objectives as described in the SOW.

Description should include:

2.7.5.1 How the program will meet the need of underserved and unserved populations.

2.7.5.2 How the following populations will be served: persons with disabilities, inclusive of cognitive impairments; persons with limited English proficiency; persons who are justice-involved.

2.7.5.3 Any specialized population(s) Offeror is able to provide service to, such as individuals with arson convictions or tier offenders, primary Spanish-speaking, LGBTQ+, or others as identified by the respondent.

2.7.5.4 Include how your system will meet accessibility requirements for travelers and travel coordinators.

2.7.5.5 Include how your organization will address inclusivity safety concerns for all travelers during travel and at the destination.

2.7.5.6 Describe how your organization addresses the sustainability of transportation methods used in your program and how sustainable travel metrics will be reported.

2.8 Provide a Quality Assurance (QA) plan that supports the proposed program. Include a description of how your organization will ensure the quality of services provided. The QA plan should include at a minimum, the following:

2.8.1 Provide details regarding how the QA plan will be incorporated into your organization policies and procedures.

2.8.2 Describe the role of the person responsible for oversight of the QA plan.

2.8.3 Describe how your organization’s quality control monitoring procedures will be tracked and reported.

2.8.4 Describe how your organization QA plan will identify and respond to problems.

2.9 Data Tracking and Reporting

2.9.1 Describe how your organization plans to track and report data and monitor program performance. Include a description of how your organization plans to collect and maintain daily records of services provided and indicate what case management platform your program plans to use (SOW, Section 9.1. through 9.2.4).

2.9.2 Detail how your organization plans to ensure all data is complete, accurate, entered timely, and all data listed on the SOW is provided timely to the COR (SOW, Section 9).

2.9.3 Describe how your organization plans to protect the privacy of customer personal identifiable information (PII) in accordance with Federal and State regulations, and the County of San Diego Security Services Management Plan.

2.9.4 Describe how your organization measures and reports on sustainability performance, particularly in relation to equity.

2.10 Cultural Linguistic Diversity Plan: Complete and submit HHSA Linguistic and Cultural Diversity Plan Template, attached as a separate file on BuyNet.

2.10.1 Describe the specific measures you have implemented to promote diversity and inclusion within your organization.

2.10.2 Describe the approach for proving language access to non-English clients, including:

2.10.2.1 Use of bilingual staff, telephone interpretation or any translation services.

2.10.2.2 Describe how Offeror’s staff is trained to ensure effective communication.

Section B: Organizational Capability, Experience and Qualifications

2.11 Describe the following:

2.11.1 Your organization’s experience, knowledge, and subject matter expertise in operating same or similar programs that provide care coordination, service navigation, peer support, supported employment, and housing.

2.11.2 Your organization’s experience and in-depth knowledge of serving the focus population.

2.11.3 Your organization’s experience working with local government agencies to effectively communicate, collaborate, problem-solve, and work towards a common purpose.

2.12 References: Provide a minimum of three (3) and no more than five (5) business references for your organization’s most relevant projects and/or programs within the past five (5) years. References must be relevant to this focus population and program services to be provided. (NOTE: County staff cannot be used as reference). County staff will verify each reference.

Each reference should be summarized in no more than one (1) page and should include the following:

2.12.1 Reference organization’s name, address, phone number, email address.

2.12.2 Contact person(s) representing the reference organization, title, phone and fax numbers, and e-mail address. The referenced contact person(s) must be familiar with your organization and your organization’s relevant experience and performance.

2.12.3 Brief statement of the organization’s relationship to your organization and the period of the relationship.

2.12.4 A summary narrative of the applicable work provided; fee and contract term for the work; if the program’s service was completed within the original contract fee and term (explain reasons for any fee increase and delays); problems encountered and resolutions; contract objectives and results. Explain how the experience gained could be beneficially applied to this project.

2.12.5 If previous work was not similar, list three (3) business references who can attest to your organization’s competency.

2.13 Experience: Describe the Offeror’s experience within the last five (5) years for implementing the same or similar services described in Exhibit A. Offeror may list up to five (5) contracts that are most recent and relevant to the services in this solicitation, beginning with the most recent, and ending with the oldest of those selected. The description should include:

2.13.1 Detailed knowledge and experience in working with the population of focus and in culturally sensitive service delivery.

2.13.2 Describe the efforts your organization makes to engage with and support the communities affected by the project.

2.13.3 Provide examples of how you have worked with local communities to promote equity and inclusion.

2.13.4 Dates of operation for each program; the facility name, address, phone number, email address and contract person(s); agency for which the program operated; population of focus; a brief description of services provided;

annual and total contract values and population serviced.

2.14 Staffing: Describe how your organization’s framework supports program’s goals and outcomes. Include, at a minimum, the following:

2.14.1 An organizational chart that describes your overall organization and illustrates the relationship of the proposed program with other divisions, programs, and sections within your overall organization. Indicate the lines of organizational management, authority, and responsibility. If any operational components are provided through subcontracting, indicate lines of responsibility and how it functions to achieve the outcomes outlined in the SOW.

2.14.2 Describe the diversity and inclusion of your organization’s workforce, including leadership positions.

2.14.3 Describe Offeror’s approach of methods to achieve culturally responsive and diverse services in performing the SOW and provide sufficient detail that demonstrates how these approaches will effectively and efficiently meet the requirements.

2.14.4 Provide a staffing chart that identifies all program staff positions (by name and title, if known) and reporting responsibility. Include volunteer and other non-paid positions, if applicable.

2.14.5 Provide a job description for all program staff positions in the proposed program, including all administrative, support, and direct service staff positions. In the job description include 1) position title; 2) position description, including duties and responsibilities; 3) education and certifications; 4) experience; 5) title of supervisor, 6) hourly and annual salary range including benefits; and 7) if position is not full-time, identify the portion of a full-time position, such as 0.75, 0.5, etc.

2.14.6 Provide brief resumes for all administrative and program staff who are currently employed by your organization or who your organization plans to employ to fill positions in the staffing chart to accomplish the requirements of SOW. Include the proposed position title from the staffing schedule on each resume. Resumes should provide sufficient information to determine that the person is qualified for his/her assigned position, including history of relevant education and experience. Include a dated letter signed by any prospective employee(s), if not now on staff, indicating the person’s commitment to accept employment if a contract is awarded to your organization.

Submit letters of commitment following the person’s resume. Remove any personal information from resumes and/or letters of commitment, such as Social Security numbers, home addresses, personal phone numbers, personal e-mail addresses, etc.

2.15 Describe your organization’s methodology for hiring and training staff to promote diversity and inclusion within your organization with a focus on:

2.15.1 Approach to hiring Peer Case Managers (PCM) to serve the proposed number of enrolled individuals for each contract year (number proposed under Submittal Items section 1.2).

2.15.2 Approach to ensure peer support is provided by individuals with lived experience.

2.15.3 Plan to train staff on criminal justice system, criminogenic risk and need factors, trauma-informed practices, cultural competence, behavioral health needs, and evidence-based and promising practices in addressing specific needs of the population of focus.

2.15.4 Plan to ensure PCM are certified to provide peer support.

2.15.5 Strategy to address and minimize challenges for hiring staff, and timeliness to fill each position in the program.

2.16 Describe your organization’s methodology to ensure equal access to quality care by diverse populations and determine staff bilingual proficiency for a minimum of the County’s threshold languages.

OR

Describe how your organization will adopt the federal Office of Minority Health (OMH) Culturally and Linguistically Appropriate Services (CLAS) National Standards.

3) EXHIBIT 3 - COST/PRICE EXHIBIT

3.1. Submit a completed Payment Schedule

3.2. The County is requesting budgets and other information for a cost reimbursement contract. Offeror to complete and submit Exhibit C - Payment Schedule and separate annual budgets for each contract year utilizing the Attachment B – Budget Template, posted as a separate attachment on BuyNet, based on the requirements in the SOW.

3.3. The budget(s) should reflect all staffing, operational, and overhead expenses necessary to meet the service delivery requirements of the program as described in the Statement of Work. The direct financial assistance (flex funds) shall be at least 20% of the total annual proposed budget.

4) EXHIBIT 4 – ACCEPTANCE OF TERMS AND CONDITIONS

4.1. The Terms and…