RFP 13367 Packet.pdf

REQUEST FOR PROPOSALS (RFP) 13367

BEHAVIORAL HEALTH SERVICES

SCHOOL-BASED INCREDIBLE YEARS

October 8, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking proposals from firms interested in providing School-Based Incredible Years

(“Offerors”).

2. The County intends to award up to six (6) contracts total, one (1) for each of the following lots based on the Special Education Local Plan Areas (SELPA) listed in Attachment 2 (attached separately in BuyNet). The County estimates the total contract cost for the 5-year term per region as follows:

LOT SELPA REGION Estimated Maximum Contract Amount Range Lot 1 SDUSD, Central $5,816,144 - $6,462,382 Lot 2 SDUSD, South $7,158,062 - $7,953,402 Lot 3 East $5,816,144 - $6,462,382 Lot 4 North Coastal $4,474,225 - $4,971,361 Lot 5 North Inland/Poway $7,158,062 - $7,953,402 Lot 6 South $4,474,225 - $4,971,361

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

4. 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.

5. The Contracting Officer for this solicitation is Tiana Cruz, Procurement Contracting Officer (tiana.cruz@sdcounty.ca.gov)

6. 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 October 16, 2026, at 1:00 p.m.

Questions due October 26, 2026, prior to 5:00 p.m.

Proposals due November 20, 2026, prior to 3:00 p.m.

7. Pre-Proposal Conference. The County will hold a pre-proposal conference by Video/Teleconference using the Microsoft Teams, etc. platform on the Date and Time listed in the Schedule. To participate, join the virtual conference:

https://events.gcc.teams.microsoft.com/event/fa7f7130-0059-4601-a5fd-81bcde1ee081@4563af13-c029-41b3-b74c- 965e8eec8f96?source=copyLinkLegacyShareLinkDialog. 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.

8. Questions:

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:tiana.cruz@sdcounty.ca.gov https://events.gcc.teams.microsoft.com/event/fa7f7130-0059-4601-a5fd-81bcde1ee081@4563af13-c029-41b3-b74c-965e8eec8f96?source=copyLinkLegacyShareLinkDialog https://events.gcc.teams.microsoft.com/event/fa7f7130-0059-4601-a5fd-81bcde1ee081@4563af13-c029-41b3-b74c-965e8eec8f96?source=copyLinkLegacyShareLinkDialog

COUNTY OF SAN DIEGO – REQUEST FOR PROPOSALS (RFP 13367)

8.1. 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.

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

9. 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

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.

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

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. The County intends to expend federal funds for contract(s) resulting from this solicitation; therefore, in accordance with 2 CFR § 200.319(c), a Small-Local Business preference will not be applied when evaluating offers and determining contract award. Regardless, Offerors are encouraged to complete the Small-Local Business Self-Certification form to assist with County data collection.

5.4. Small-Local Business Subcontractor Utilization: Offeror’s failure to submit an acceptable Small-Local Business Subcontractor Utilization Plan at time of submittal may result in the County rejecting Offeror’s proposal. Notwithstanding the foregoing, County, at its sole discretion, may elect to allow an Offeror to supplement, correct deficiencies in, or provide additional information or documentation to support its Small- Local Business Subcontractor Utilization Plan.

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.

5.9. When evaluating Offeror’s proposal, County will appropriately consider the proposed purchase, acquisition, or use of goods, products, and materials produced in the United States in accordance with 2 CFR § 200.322.

Offeror should include information relevant under section 200.322 in its proposal in order to be considered for such preference during evaluation.

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

Criteria Key factors include extent to which:

Mandatory Minimum Requirement

• Pass/Fail

Program Approach • Offeror's proposed approach demonstrates operational efficiency of the implementation plan, and the ability to meet all required certifications and licenses.

• Offeror’s proposed methodology and approach to meet the needs of the focus population includes described use of The Incredible Years evidence-based practice (EBP) Curriculum, and submission of a Letter of Intent (LOI) from School District(s) in the identified SELPA region(s).

• Offeror’s proposed location(s) and facility support the program objectives, is operationally efficient and demonstrates sustainability efforts.

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

Organizational Capability, Experience and Qualifications

• Offeror’s proposal demonstrates relevant experience and knowledge providing the same or similar services with success, as outlined in the SOW.

• Offeror’s organizational framework, including the Offeror’s management, proposed staffing, resources, training, and experience with relevant data systems, that support the achievement of the program’s goals and objectives, and any added value.

• Offeror’s proposal demonstrates experience collaborating with small and local businesses and community partners in San Diego County, if applicable, and how these collaborations promote equity and inclusion in the communities served, and subcontracting, if proposed, offers substantial and meaningful impact or added value to the proposed approach.

• Offeror’s fiscal stability and any risk to the County.

Cost/Price • Price reasonableness to support the program.

• Offeror’s proposal provides stable, comprehensive and predictable pricing that limits pricing risk or variance to the County.

Acceptance of County’s Terms and Conditions and Insurance Requirements

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

• Offeror’s contract compliance, litigation, record of quality performance, and any risk to the County.

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 forty (40) pages, excluding disclosures, financials, sample reports, 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)

• While the Small-Local Business Preference does not apply to this RFP due to funding source or other restrictions, all 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 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

2) EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

2A – MANDATORY MINIMUM REQUIREMENTS

2.1 Mandatory Minimum: Only those entities that can respond YES for the minimum mandatory requirement below will be eligible for qualification and subsequent contract award for services. Offeror understands that by marking YES for mandatory minimum requirements, Offeror may not introduce negotiations to these requirements upon award.

2.1.1 Confirm (YES/NO) that Offeror has read, understands, and accepts Provider Rates as listed in Exhibit

C, Payment Schedule.

YES ☐ NO ☐

2B – PROGRAM APPROACH

2.2 Confirm (YES/NO) that Offeror has read, understands, and accepts the Exhibit A - Statement of Work (SOW).

YES ☐ NO ☐

Note: If Offeror has exceptions to any SOW requirements, 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. By accepting, Offeror may not introduce negotiations to Exhibit A requirements upon award.

2.3 Confirm (YES/NO) that Offeror agrees to complete outreach to School District(s) currently receiving School Based Incredible Years services in the proposed region to promote a partnership for continued services.

YES ☐ NO ☐

2.4 Describe the Offeror’s plan to develop and implement an outpatient social-emotional skill-building program utilizing The Incredible Years evidence-based practice (EBP) curriculum to facilitate small group behavioral health interventions. The plan should outline the Offeror’s approach to operationalizing the requirements of the SOW as detailed in Section 6, with a focus on achieving the specified goals and outcomes. Include the following:

2.4.1 Approach to partnership with schools and school districts.

2.4.1.1 Provide Letter(s) of Intent from a school district(s) in the identified SELPA region. (Sample Letter of Intent marked Attachment 1 uploaded separately in BuyNet)

2.4.1.2 Offeror to describe timeline of MOU process and/or a copy of MOU, if applicable.

2.4.2 How Offeror will adhere to the minimum SchooLink Thresholds and protocols.

2.4.3 Approach to providing small group social-emotional skill-building groups to clients in Preschool through third grades, as well as services to support their caregivers.

2.4.3.1 Offeror’s plan to ensure staff are trained in The Incredible Years curriculum.

2.4.3.2 How the Offeror will meet timely access requirements.

2.4.4 Describe how Offeror’s location and facility support the program objectives as described in Exhibit A Section 4, Target Population and Geographic Area. Description should include:

2.4.4.1 Offeror’s proposed clinic site(s) that is/are within the defined service region, including proposed facility address, days and hours of operation.

2.4.4.2 Proposed program name.

2.4.4.3 Offeror’s approach to provision of clinic or community-based services when school is not in session (i.e., during school breaks or after school hours).

2.4.4.4 Any measures the Offeror’s organization has taken toward energy efficiency and sustainability in its operations.

https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/bhs/CYF/01-CYF%20MEMO%20SchooLink%20Threshold%20Guidelines.pdf

2.5 Provide a plan for program implementation. Include a Gantt chart (or a 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 may be initiated or completed), and milestones (significant actions and dates in the implementation) with dates in days and weeks beginning with Offeror receiving notice of award of the contract.

2.5.1 Describe how quickly the program will start up, when first client will be seen, and how program will be at full capacity and ready to receive all clients.

2.6 Complete and submit HHSA Linguistic and Cultural Diversity Plan Template provided as a separate attachment on BuyNet.

2C – ORGANIZATIONAL CAPABILTY, EXPERIENCE, AND QUALIFICATIONS

2.7 Offeror’s Resume: Provide a resume of Offeror’s experience, within the last five (5) years in developing and implementing the same or similar services as described in Exhibit A, Statement of Work. If Offeror does not have experience providing the same or similar services, describe Offeror’s relevant experience that demonstrates the ability to perform these services. Please include:

2.7.1 Information for up to five (5) contracts that are the most recent and relevant to the services in this solicitation, beginning with most recent and ending with oldest of the contracts selected. Include: dates of operation, program name, facility name and address, phone number, email address, director or contract person(s), County department for which the program(s) operated, annual service deliverable goals as well as if goals were met, and annual and total contract values.

2.7.2 Detailed experience in collaborating with community partners in San Diego County, if applicable, and examples of how this collaboration promotes equity and inclusion in the communities served.

2.7.3 Offeror’s history of partnering with other small or local providers in the County of San Diego. Please include current practices to ensure that local, small, minority-owned, and women-owned businesses are considered in service delivery or purchasing under this contract.

2.8 References: Provide a minimum of three (3) business references for the Offeror’s most relevant similar projects or programs within the past five (5) years. County staff will verify the information provided. Each reference should be summarized in no more than one (1) page and should include the following:

2.8.1 Reference organization’s name and purpose.

2.8.2 Reference organization’s mailing address, phone number, and email address.

2.8.3 Contact person representing the reference organization, title, phone number and e-mail address. The reference contact person must be familiar with the Offeror, and the Offeror’s relevant experience and performance.

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

2.8.5 A summary narrative of the applicable work provided; fee and agreement term for the work; if the program’s service was completed within the original agreement fee and term (explain reasons for any fee increase and delays); problems encountered and resolutions; agreement objectives and results.

Explain how the experience gained could be beneficially applied to this project.

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

2.8.7 If an Offeror lists a County of San Diego Contracting Officer’s Representative (COR) or Health and

Human Service Agency (HHSA) staff member as a reference, the Source Selection Committee (SSC) shall rely upon:

2.8.7.1 Compliance and performance history provided by Agency Contract Support (ACS)

2.8.7.2 HHSA staff’s or COR’s objective information, as documented in their contract files.

2.8.8 Note: The County will make reasonable attempts to contact references. The County also reserves the right to make its own inquiries to other sources for which services have been performed but are not listed in your submittal.

2.9 Staffing: Describe how Offeror’s staffing plan will meet the requirements of SOW Sections 5 and 6. Description should include the following:

2.9.1 Provide a legible staffing chart that describes the Offeror's proposed program positions and reporting responsibility. Include all proposed direct and administrative roles. Offeror may combine both the organization and program staff positions (by name and title, if known). Include all proposed volunteer and other non-paid positions, if applicable. Clearly identify positions designated as bilingual.

2.9.2 Job descriptions: Provide a one (1) page description for each staff category used by the program, including all administrative, support, and direct service 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 all volunteer and other non-paid positions.

2.9.3 Head of Service - how much time the Head of Service will dedicate to the program. If known, provide the Head of Service’s name, experience, and qualifications. If the Head of Service is unknown, provide a timeline and plan for recruitment and hiring a Head of Service (SOW Section 6).

2.10 Training: Describe how the Offeror will ensure program staff complete all required trainings according to applicable timeframes, as referenced in the OPOH.

2.11 Describe Offeror’s approach and methods for achieving culturally responsive, diverse, and community-based behavioral health services in performing the SOW. Provide sufficient detail that demonstrates how the approach and methods will effectively and efficiently support the requirements, goals, and outcomes of the program.

2.11.1 Submit a Human Resource Plan that includes how Contractor shall recruit, hire, and retain bilingual and culturally diverse staff, and how an updated plan will be provided when any substantive changes have been made.

2.12 Identify a process to determine bilingual proficiency of staff, at a minimum, in the threshold languages for the County as described in the Organizational Providers Operations Handbook (OPOH).

2.13 Consultants/Subcontracting: If consultants/subcontractors are to be used to meet specific requirements of the Statement of Work under a Memorandum of Agreement (including volunteer services), provide a list of those consultants/subcontractors with the following information. Consultants/subcontractors may include part-time labor, clinical supervisors, psychiatrists, etc. Please do not include copies of subcontract agreements or Memorandum of Agreements.

2.13.1 Fully identify the consultant(s)/subcontractor(s), if known at the time of proposal submission, and describe, in accordance with the appropriate experience requirements specified above, the experience of each consultant/subcontractor.

2.13.2 Describe the specific program requirements to be met by the subcontractor(s), including Statement of Work references, as applicable.

2.13.3 Specify the type of contract or agreement and whether or not the consultant/subcontractor has committed to the contract or agreement.

2.13.4 If the consultant(s)/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, selecting, and subcontracting terms.

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

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

2.14.1 Submit, as applicable, the most current unaudited financial statements, to include the Statement of

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

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

2.14.2.1 Audited financial statements with the applicable notes

2.14.2.2 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

2.14.2.3 Independent Auditor’s Statement of Findings and Questioned Costs

2.14.2.4 Management Letter

2.14.2.5 If the Offeror 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).

2.14.3 The Offeror may submit, in place of the requested audited or unaudited financial statements for the last three (3) Fiscal Years, as listed above, copies of letters issued by Agency Contract Support verifying receipt of audited or unaudited financial statements for the last three (3) fiscal years.

2.14.4 Provide documentation that Offeror has sufficient reserves to maintain the program for sixty (60) days.

Documentation may include cash and/or credit reserves.

3) EXHIBIT 3 - COST/PRICE EXHIBIT

3.1. Submit a completed Payment Schedule - Exhibit C. Pricing shall be inclusive and account for operational and overhead expenses, and any additional expenses necessary to meet the requirements as described in Exhibit A, Statement of Work.

3.2. Confirm (YES/NO) if Offeror is an incumbent provider of the services described in this RFP.

YES ☐ NO ☐

3.3. Confirm (YES/NO) if Offeror would be a new provider of the services described in this RFP.

YES ☐ NO ☐

3.4. If Offeror answered YES to 3.3 above, confirm (YES/NO) if Offeror is requesting one-time ancillary funding.

YES ☐ NO ☐

3.5. If Offeror answered YES to 3.4 above, provide a detailed plan to include the justification for the request of ancillary funds, description of ancillary funding requested, and the total requested amount. Refer to Exhibit C Payment Schedule Section 5 (Ancillary Payment) for additional information regarding ancillary funding approval, use and limits.

4) EXHIBIT 4 – ACCEPTANCE OF TERMS AND CONDITIONS

4A – TERMS AND CONDITIONS

4.1 Confirm acceptance “YES/NO” of the County of San Diego’s Draft Agreement (including insurance requirements):

YES ☐ NO ☐

4.1.1 If “NO,” provide a detailed list of exceptions to the Draft Agreement, the nature of its concern, and what terms the Offeror is willing to accept.

Note: The Offeror will be deemed to have accepted any terms and conditions of the Draft Agreement to which it does not take exception to in its response to this RFP. The County may, as part of its evaluation process, conclude that exceptions are so numerous and/or material as to make Offeror’s response to the solicitation unacceptable.

4.2 Confirm (YES/NO) Offeror has opted to be County Delegate for Credentialing, Re-credentialing, and Provider Enrollment. An Offeror who opts to credential, re-credential, and enroll their own staff shall comply with requirements as defined in the SUDPOH and/or OPOH. Offerors opting to be a Delegate are subject to County assessment and approval prior to delegation. (If answered Yes, Exhibit D, Credentialing Delegation Agreement, applies.)

YES ☐ NO ☐

4.3 Confirm (YES/NO) Offeror certifies understanding of, and willingness to adhere to and comply with, the State Employee Conflict of Interest requirements described in the OPOH/SUDPOH, whereby organizations shall not utilize in the performance of County contracts any State officer or employee in the State civil service or other appointed State official unless the employment, activity, or enterprise is required as a condition of the officer’s or employee’s regular State employment.

YES ☐ NO ☐

4.4 Confirm (YES/NO) Offeror certifies understanding of, and willingness to adhere to and comply with, the

Network Adequacy requirements described in the OPOH/SUDPOH, including but not limited to providing the organization’s tax ID number to the Contract Officer Representative (COR) within 15 days from contract execution. Additionally, entities that are for-profit would provide the names of the organization’s owner(s) and their respective ownership percentage and tax ID number of each owner.

YES ☐ NO ☐

4.5 Confirm (YES/NO) Effective no sooner than January 1, 2024, all providers furnishing applicable covered services via synchronous audio-only interaction must also offer those same services via synchronous video interaction to preserve beneficiary choice.

Will the Offeror provide Telehealth Services?

YES ☐ NO ☐

If yes, review and confirm (YES/NO) to the requirements below: Offeror…