rfp_13106_family_support_liaison_program.pdf

REQUEST FOR PROPOSALS (RFP) 13106

DEPARTMENT OF CHILD AND FAMILY WELL-BEING FOR

FAMILY SUPPORT LIAISON PROGRAM SERVICES

July 14, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking proposals from firms interested in providing Family Support Liaison Program

Services (“Offerors”).

2. The contract term is anticipated to be an initial (base) period of one (1) year with four (4) one (1) year options.

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 John Shin, Procurement Contracting Officer, (john.shin@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 20, 2026 at 9:00 a.m.

Questions due July 27, 2026 prior to 5:00 p.m.

Proposals due August 25, 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, join the virtual conference at https://events.gcc.teams.microsoft.com/event/d5ed5f52-643b-4a7c-a057-4544b28fadfc@4563af13-c029-41b3-b74c- 965e8eec8f96. 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 G. MILLER

ASSISTANT DIRECTOR

https://sdbuynet.sandiegocounty.gov/ mailto:john.shin@sdcounty.ca.gov https://events.gcc.teams.microsoft.com/event/d5ed5f52-643b-4a7c-a057-4544b28fadfc@4563af13-c029-41b3-b74c-965e8eec8f96 https://events.gcc.teams.microsoft.com/event/d5ed5f52-643b-4a7c-a057-4544b28fadfc@4563af13-c029-41b3-b74c-965e8eec8f96

COUNTY OF SAN DIEGO – REQUEST FOR PROPOSALS (RFP 13106)

DEPARTMENT OF CHILD AND FAMILY WELL-BEING

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.

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

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.

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. 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. [#include for federal funds, otherwise reserve] The County intends to expend federal funds for contract(s) resulting from this solicitation. 2 CFR § 200.324 requires that pricing and profit margin be negotiated prior to award if only one conforming proposal is received. Failure to provide sufficient cost and pricing information for such negotiations may be cause for the County to terminate negotiations.

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.

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, https://www.sandiegocounty.gov/content/sdc/cob/ocd.html 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 include the extent to which:

Program/Technical Approach

• Offeror’s acceptance of Exhibit A, Statement of Work (SOW).

• Offeror’s proposed approach demonstrate the ability to achieve the goals, outcomes, and requirements of the program effectively and efficiently including an operationally efficient location and hours, and knowledge of the target population and their language and cultural needs and any value add.

• Offeror’s proposed locations of service, days and hours of operation and how the program will accommodate clients after hours and weekends support the program objective and demonstrate efforts to address equitable access.

• Offeror’s ability to collect data and measure program effectiveness.

• Offeror’s proposed implementation plan is clear, feasible, and operationally efficient and demonstrates equity and inclusion efforts.

• Offeror’s proposal demonstrates a clear and feasible approach to sustaining long‑term services that reduce disproportionality among African American families and to maintaining consistent implementation of Motivational Interviewing (MI) through ongoing coaching and fidelity monitoring.

• 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 providing Family Support Liaison Program (FSLP) services or similar services outlined in the SOW.

• Offeror’s proposed staffing (including subcontracting if applicable) demonstrates the ability to support and achieve the program’s goals, outcomes, and objectives and demonstrates equity and inclusion efforts.

• Offeror’s proposal demonstrates a well‑governed sustainability policy and strategy that aligns with Live Well San Diego and the Trauma‑Informed System approach described in the SOW.

Organizational Stability and Risk

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

• Offeror’s record of quality performance.

Price

• Price reasonableness to support the program.

• Extent to which the offeror provided pricing for all aspects of the requirements and proposal.

• Extent to which the offer provides stable, comprehensive, and predictable pricing that limits pricing risk or variance to the County.

Terms and Conditions, and Compliance

• Offeror acceptance or non-acceptance of the terms and conditions, including insurance, and the extent to which any exceptions increase risk to the County.

• History of compliance and ethical behavior. Risk arising from current or future lawsuits, investigations, or regulatory actions.

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.).

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 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

2) EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

2.1. Program/Technical Approach

2.1.1. 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.

2.1.2. Describe how the Offeror is committed to equity, inclusion, and anti-bias in providing Family Support Liaison Program (FSLP) services. The description should also include the following:

2.1.2.1. How the Offeror’s service model specifically addresses racial disproportionality affecting

African American children and families in the child welfare system.

2.1.2.2. How the Offeror identifies and mitigates potential racial or cultural biases in engagement, assessment, or service delivery.

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/PC620_dpc_Nondisclosure_Indemnity.pdf

2.1.2.3. What culturally responsive practices the Offeror will use to prevent future referrals or case openings for African American families.

2.1.2.4. How the Offeror plans to collaborate with CFWB to ensure early identification and support for families at increased risk.

2.1.2.5. How the Offeror will incorporate lived experience or community-rooted practices that are proven effective with African American families.

2.1.2.6. How the Offeror’s reunification approach centers the voices, cultural values, and strengths of African American families.

2.1.2.7. Strategies the Offeror will implement to reduce time to reunification while ensuring safety and stability.

2.1.2.8. Offeror’s process for engaging families in co-creating Family Well-Being Plans in a culturally responsive manner.

2.1.2.9. How Offeror will ensure that prevention resources offered are equitable, accessible, and relevant to African American families.

2.1.2.10. The mechanisms the Offeror will use to ensure referrals are closed loop, timely, and appropriate to the cultural and practical needs of African American families.

2.1.2.11. How the Offeror will ensure timely access to services for all eligible African American families, regardless of case category.

2.1.3. Describe the Offeror’s proposed program and how the program design will meet the requirements and achieve the goals and outcomes as listed in Exhibit A Statement of Work Section 4, Goals, Section 7, Outcome Objectives, and Section 11, Performance Outcomes. Please include methods and procedures used to ensure that each outcome will be accomplished. The description should also include the following:

2.1.3.1. How the Offeror will ensure clients served are linked to appropriate support services and community programs.

2.1.3.2. How the Offeror will address cultural and language needs of program participants.

2.1.3.3. How the Offeror will measure program effectiveness. Include specific measurable indicators that are aligned with program goals and objectives.

2.1.3.4. How the Offeror plans to staff the program based on proposed program design.

2.1.3.5. Description of the Offeror’s data collection system and the ability to meet the reporting requirements.

2.1.3.6. How the Offeror will ensure support for families aligns with their cultural values and addresses barriers disproportionately experienced by African American parents.

2.1.3.7. How the Offeror will ensure cross-agency collaboration (Probation, Behavioral Health

Services, etc.) is culturally responsive and equitable.

2.1.3.8. Training, coaching, and fidelity monitoring systems Offeror will use to ensure Motivational

Interviewing (MI) implementation aligns with FFPSA expectations.

2.1.3.9. How the Offeror will ensure the long-term sustainability of services designed to reduce disproportionality among African American children and youth in the child welfare system.

2.1.4. Describe how the Offeror will integrate continuous quality improvement (CQI) practices to prevent future referrals or case openings long-term.

2.1.5. Describe how the Offeror will maintain consistent and timely family reunification work despite staff turnover, varying caseloads, or funding shifts.

2.1.6. Describe how the Offeror will ensure that community resources identified in the Family Well-Being

Plans remain current and viable for families long term.

2.1.7. Describe any technology, tracking structures, or partnerships the Offeror intends to use to maintain reliable closed-loop referral systems.

2.1.8. Describe the Offeror’s long-term strategy for Motivational Interviewing (MI), coaching, and fidelity monitoring to ensure sustainability through and beyond 2027.

2.1.9. Describe how the Offeror will maintain consistent collaboration with CFWB social workers despite staff turnover or workload shifts.

2.1.10. Describe how the Offeror will institutionalize cross-agency collaboration (Probation, Behavioral Health, etc.) so it remains strong even if specific partners or staff change.

2.1.11. Describe how the Offeror’s location and facility supports the program objectives as described in Exhibit A Statement of Work Section 5, Target Population, and Section 6, Geographic Service Area.

The description should include:

2.1.11.1. Understanding of and experience working with the target population.

2.1.11.2. The proposed locations of service, days and hours of operation and how the program will accommodate clients after hours and weekends.

2.1.11.3. How the Offeror will ensure equitable access to services countywide (Central, East, North

Central, North Coastal, North Inland, and South Regions) including evening and weekends.

2.1.11.4. How the Offeror will address access barriers that may disproportionately affect families.

2.1.12. Describe the Offeror’s trauma-informed, developmentally-grounded, gender-responsive, culturally-competent, and strengths-based service model.

2.1.13. Implementation Plan: Provide a detailed implementation plan timeline leading to a fully operational program. Indicate actions required, strategies employed, responsibilities by person/organization/agency, dependencies, and actions to be completed before subsequent actions are initiated or completed, and milestones of significant/major actions and dates. Timeline shall extend through when the program is fully operational.

2.1.14. Complete and submit the HHSA Linguistic & Cultural Diversity Plan Template (attached as a separate document in BuyNet).

2.1.15. Byrd Anti-Lobbying Amendment certification: Confirm (YES/NO). Offeror certifies that it and its subcontractors will not and have not used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant or any other award covered by 31 U.S.C. § 1352. List as a disclosure any lobbying with non-federal funds that takes place in connection with obtaining any federal award by Offeror or Offeror’s subcontractors.

YES ☐ NO ☐

2.2. Organizational Capability, Experience and Qualifications

2.2.1. Subcontracting: If subcontractor(s) will be used to meet specific requirements of the Statement of

Work, include the following information for each planned subcontractor:

2.2.1.1. Fully identify the subcontractor(s), if known at the time of proposal submission, name, address, and experience serving the target population.

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

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

2.2.1.4. Specify the type of contract or agreement and whether the consultant/subcontractor has committed to the contract or agreement.

2.2.1.4.1. If entities for the proposed agreements are unknown at the time of proposal submission, explain how they would be solicited and selected; and provide a draft schedule for soliciting, selecting, and entering into proposed agreements.

2.2.1.4.2. Explain how Offeror will monitor the performance of the subcontractor(s).

2.2.1.5. If Offeror does not propose to use subcontractor(s), state as such in the response.

2.2.2. Provide a staffing chart for the Offeror’s proposed program identifying program staff positions and reporting responsibility.

2.2.2.1. Describe how Offeror will maintain service continuity during staffing turnover, disasters, or public health emergencies.

2.2.2.1.1. Describe items such as hiring timelines, backup coverage and cross training for critical functions, succession plans for key roles, and/or flexible staffing models.

2.2.2.2. Provide a job description for all program staff in the program, including all administrative, support and direct staff positions by position title. Identify primary duties/responsibilities, range of authority and minimum requirements for employment skills (including linguistic and cultural skills), education, experience, licenses and certifications, etc. If position is not a full-time position, identify the portion of a full-time position, such as 0.75, 0.50, etc.

Include hourly and annual salary range and benefits. All job descriptions should use the same titles as on the staffing chart.

2.2.2.3. Describe the specific measures, including training, Offeror has implemented to promote diversity and inclusion strategies that ensure culturally-competent, gender responsive, and developmentally-grounded services within Offeror’s organization.

2.2.2.4. Describe/provide details about the diversity of Offeror’s workforce, particularly in leadership positions. The description should include:

2.2.2.4.1. How Offeror will recruit, retain and support a diverse workforce that is reflective of the communities served by the Offeror.

2.2.3. Provide Offeror’s written sustainability policy and governance structure (board/leadership oversight, roles, review cadence). Explain how Offeror’s sustainability strategy supports the Live Well San Diego vision (Building Better Health, Living Safely, Thriving) and the Trauma-Informed System approach described in the SOW. Attachments could be items such as: sustainability policy; org chart showing sustainability oversight; annual sustainability plan or report; board minutes or charter excerpts (if applicable).

2.2.4. Describe how Offeror engages and supports the communities served by the program. The description should include the following if applicable: community partners, schools and cultural organizations, and individuals with lived experience.

2.2.5. Offeror’s Resume: Provide a resume of Offeror’s experience, including County or other governmental contracts, within the last five (5) years developing, implementing, and managing the same or similar services for the same or similar target population as described in Exhibit A. Include the following information:

2.2.5.1. Dates of operation; program name; description of services; program facility address;

contact person(s) phone number and email address; County department or other government agency/department for which the program was operated.

2.2.5.2. Target population

2.2.5.3. Number of clients served per year

2.2.5.4. Performance outcomes and actual outcomes achieved

2.2.5.5. Annual contract amount.

2.2.6. References. Provide a minimum of three (3) business references for the Offeror’s most relevant projects or programs within the past five (5) years. References must be relevant to services provided in San Diego County.

NOTE: DO NOT USE SAN DIEGO COUNTY STAFF AS A REFERENCE. County staff will verify the information provided. Each reference should be summarized in no more than one (1) page and should include the following:

2.2.6.1. Reference organization’s name, purpose, address, phone, and fax numbers.

2.2.6.2. Contact person(s) representing the reference organization, title, phone and fax numbers, and email address. The reference contact person(s) must be familiar with the Offeror and the Offeror’s relevant experience and performance. Offeror should verify all reference contact information prior to submission.

2.2.6.3. Brief statement of the person’s or organization’s relationship to the Offeror and the period of the relationship.

2.2.6.4. 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.

2.2.6.5. If previous work was not similar, list three (3) references who can attest to Offeror’s competency.

2.3. Organizational Stability, Financial Management and Risk

2.3.1. Financial Information: Submit documentation demonstrating fiscal solvency and how entity will maintain solvency throughout the contract period. Briefly outline the internal fiscal management process the organization will use to monitor and ensure that County funding and other revenues are adequate to meet program costs.

2.3.1.1. Submit, as applicable, the most current audited financial statements, to include the

Statement of Financial Position (Balance Sheet) and the Statement of Activities (Income Statement).

2.3.1.2. Submit, as applicable, the following information for the last three (3) fiscal years. Annual audit report to include:

2.3.1.2.1. Audited financial statements with applicable notes

2.3.1.2.2. Independent Auditor’s Report on Compliance and Internal Control over

Financial Reporting based on an Audit of the Financial Statements in Accordance with Government Accounting Standards.

2.3.1.2.3. Independent Auditor’s Statement of Findings and Questioned Costs.

2.3.1.2.4. Management Letter (if applicable)

2.3.1.3. If your organization does not have audited financial statements, submit un-audited financial statements for the last three (3) Fiscal Years, to include the Statement of Financial Position (Balance Sheet) and the Statement of Activities (Income Statement).

2.3.1.4. Offeror may submit in place of the requested audited financial statements as listed above, copies of letters issued by the Health and Human Services Agency (HHSA), Agency Contract Support (ACS) verifying receipt of audited financial statements for the last three

(3) fiscal years.

2.3.1.5. Provide documentation that the organization has sufficient reserves to maintain the program for sixty (60) days. Documentation may include cash and/or credit reserves.

2.3.1.6. Systems/Accounting Information: Describe Offeror’s accounting system and its protocols to be utilized to meet the appropriate and applicable accounting and invoicing requirements.

2.3.1.7. Cost Allocation Plan. Provide a cost allocation plan for Offeror’s organization that identifies how administration costs and other shared costs are allocated between programs, in accordance with federal Office of Management and Budget (OMB) Circulars, located within the applicable Code of Federal Regulations. Describe the methodology for determining indirect and administrative costs.

2.3.1.8. Federally Approved Indirect Rate: If your organization has a federally approved indirect rate, provide a copy of your organization's federally approved indirect rate authorization.

2.3.2. Litigation. If applicable, provide a description of any active litigation and its resolution in the past five (5) years related to Offeror’s performance. Provide a brief explanation of the reasons for the actions, their status, how they were resolved, and if there were any penalties, fines, or other actions taken. If there are none, please state as such in your submittal response.

2.3.2.1. Provide a copy of a letter from Offeror’s attorney and/or in –house legal counsel concerning the status of lawsuits and pending litigation for the most recent year.

2.3.2.2. List information concerning the status of any lawsuits and pending litigation for Offeror and principals thereof, and a description of any litigation active in the past five (5) years related to Offeror’s past performance under contracts similar to the one proposed in this

RFP.

2.3.2.3. Explain if Offeror, or any of its officers, are presently the subject of any investigation, accusation, or charges by any local, State, or Federal department or agency, or any licensing or certification body.

2.3.3. Non-Compliance Information.

2.3.3.1. Provide a summary and documentation of contract performance and Offeror’s compliance for the last three (3) contract years.

2.3.3.2. List all corrective actions, including In-Depth Invoice Reviews, Medical Records Review, Corrective Action Noticed, or similarly related reviews and/or notices of Agency-issues non-compliance; also list why the corrective action were issues, their required timelines/deadlines, how they were resolved, and if they were resolved within the required timeline/deadline.

2.3.3.3. Provide a history of all programs on a required Corrective Action, or Contract Risk Report, or similarly related history of correction actions on risk reports, over past five (5) years including program…