rfp_13436_posd.pdf

REQUEST FOR PROPOSALS (RFP) 13436

BEHAVIORAL HEALTH SERVICES

PERINATAL OUTPATIENT SUBSTANCE USE DISORDER SERVICES

October 14, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking proposals from firms interested in providing Perinatal Outpatient Substance Use Disorder Services (“Offerors”).

2. The contract term is anticipated to be an initial (base) period of one (1) year with four (4) one-year options. The County intends to award up to five (5) contracts, one (1) contract for each Lot in the table below.

Lot Estimated Contract Maximum Amount (Range)

Lot 1 – North Coastal Region $14,400,000 and $14,550,000

Lot 2 – North Inland Region $14,400,000 and $14,550,000 Lot 3 – Central/North Central Region $14,400,000 and $14,550,000

Lot 4 – East Region $14,400,000 and $14,550,000 Lot 5 – South Region $14,400,000 and $14,550,000

2.1. If proposing multiple Lots, Offeror must indicate the Lot number on the PC-600 form within the Solicitation Number field AND submit a separate proposal for each Lot. Indicate the Lot Number in the file name for each proposal uploaded to BuyNet.

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 Lynnette Hesselgesser, Procurement Contracting Officer (LynnetteM.Hesselgesser@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 October 21, 2026, at 10:00 a.m.

Questions due October 28, 2026, prior to 5:00 p.m.

Proposals due November 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, click here to register for the Pre-Proposal Conference or dial in by phone: +1 619-343-2539,,835103410#. 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.

At this conference, 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.

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/ file:///C:/Users/kneal/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/893CXJXH/LynnetteM.Hesselgesser@sdcounty.ca.gov https://events.gcc.teams.microsoft.com/event/85dba853-abbc-4f4a-867a-ba0f2ffba940@4563af13-c029-41b3-b74c-965e8eec8f96?source=copyLinkLegacyShareLinkDialog tel:+16193432539,,835103410

COUNTY OF SAN DIEGO – REQUEST FOR PROPOSALS (RFP 13436)

PERINATAL OUTPATIENT SUBSTANCE USE DISORDER SERVICES

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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

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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

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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”

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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 th is 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. RESERVED

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.

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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.

8.3. For Drug Medi-Cal Organized Delivery System (DMC-ODS) provider selections, an Offeror that has exhausted the County’s protest procedure may be entitled to an additional review by the State of California – Health and Human Services Agency – Department of Health Care Services (DHCS), in accordance with MHSUDS Information Notice No. 19-018, which is located at:

https://www.dhcs.ca.gov/formsandpubs/Documents/MHSUDS%20Information%20Notices/MHSUDS_Infor mation_Notices_2019/MHSUDS_IN_19-018_DMC-ODS_Provider_Selection_Review_Process.pdf .

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).

https://www.sandiegocounty.gov/content/sdc/cob/ocd.html https://www.dhcs.ca.gov/formsandpubs/Documents/MHSUDS%20Information%20Notices/MHSUDS_Information_Notices_2019/MHSUDS_IN_19-018_DMC-ODS_Provider_Selection_Review_Process.pdf https://www.dhcs.ca.gov/formsandpubs/Documents/MHSUDS%20Information%20Notices/MHSUDS_Information_Notices_2019/MHSUDS_IN_19-018_DMC-ODS_Provider_Selection_Review_Process.pdf

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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, 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.

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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/

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C. 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.

Mandatory minimum requirements for eligibility are included in the evaluation criteria . Failure to satisfy these mandatory minimum requirements will be considered disqualifying, and the proposal will not be considered for award.

Criteria Key factors include extent to which:

Mandatory Minimum Requirements

• Pass/Fail

Program Approach • Offeror's proposed methodology and approach demonstrate the ability to meet the requirements, goals, and outcome objectives and effectively meet the Substance Use Treatment and cultural and linguistic needs of the target population, including underserved and unserved populations.

• Offeror’s proposed location and facility support the program objectives, are operationally efficient and demonstrate sustainability efforts.

• Offeror’s implementation plan is feasible, operationally efficient and ensures proper licensing requirements are met.

Organizational Capability, Experience & 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 value added.

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

• 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.

• Offeror submitted a Small-Local Business Utilization Plan that demonstrates meaningful impact through subcontractors and includes either 3% participation by small, local businesses, evidence of a good faith effort to meet this goal, or a valid exemption.

Acceptance of County’s Terms & Conditions & Insurance

• 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.

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.

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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.

Offeror’s response to these Submittal Items shall be no more than forty (40) pages, excluding supporting materials submitted as attachments, work samples, disclosures, financials, resumes, and job descriptions. When including attachments, reference the specific supporting information in the applicable portion(s) of your narrative response.

1) EXHIBIT 1 - REQUIRED FORMS

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

• Required for all Offerors

• located at:

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

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

• Required for all Offerors

• located at:

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

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

• 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

2) EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

Section 2A: Mandatory Minimum Requirements

Only those entities that can respond YES to all Mandatory Minimum Requirements below will be eligible for contract award for the services. Offeror understands that by marking YES for Mandatory Minimum Requirements, Offeror may not introduce negotiations on these requirements upon award.

2.1. Medical Director. The County of San Diego is required by the State to select only DMC-ODS providers that have a Medical Director who has, prior to the delivery of services: 1) enrolled with Department of Health Care Services (DHCS) under applicable state regulations, 2) been screened in accordance with 42 CFR 455.450(a) as a “limited” categorical risk (through National Plan and Provider Enumeration System (NPPES), List of Excluded 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

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Individuals/Entities (LEIE) check, etc.) within a year prior to serving as a Medical Director, and 3) signed a Medicaid Provider Agreement with DHCS as required by 42 CFR 431.107.

2.1.1. Confirm (YES/NO) that Offeror has read, understands, and acknowledges the requirement for staffing a Medical Director prior to the delivery of services that meets the criteria identified above.

YES ☐ NO ☐

2.1.2. Confirm (Yes/NO) that Offeror can provide the following information in the proposal submission regarding the proposed Medical Director:

YES ☐ NO ☐

2.1.3. Provide a copy of the Medicaid Provider Agreement application submitted to DHCS for the proposed Medical Director,

2.1.4. Evidence that the proposed Medical Director has been screened by the Offeror for limited risk (through NPPES, LEIE check, etc.) within a year prior to serving as the program’s Medical Director.

OR, if a Medical Director has not been identified at time of proposal submission:

2.1.5. An attestation indicating that, no later than 15 days prior to the contract implementation date, the Offeror shall:

2.1.5.1. Identify a Medical Director who meets the requirements in the SUDPOH, and

2.1.5.2. Provide the County with a copy of the Medical Director’s Medicaid Provider Agreement application submitted to DHCS, and

2.1.5.3. Provide the County with evidence of the Medical Director’s screening for limited risk (through NPPES, LEIE check, etc.) within a year prior to serving as a Medical Director.

2.2. Provider Rates. Confirm (YES/NO) that Offeror has read, understands, and accepts Provider Rates as referenced in Exhibit C, Payment Schedule. Offeror understands that by marking YES, Offeror may not introduce negotiations on Exhibit C upon award.

YES ☐ NO ☐

2.3. Medi-Cal Certification. Offeror has ability and agrees to obtain Medi-Cal Certification within timelines set forth by DHCS to maintain consistent reimbursement for identified services. Upon notification of award, Offeror agrees to engage with BHS COR and QA team immediately to ensure certifications are in place to provide Medi- Cal billable services.

YES ☐ NO ☐

Section 2B: Program Approach

2.4. Offeror has read, understands, and accepts Exhibit A, Statement of Work (SOW) in its entirety.

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) and offer alternative language will be deemed an acceptance of such requirement. By accepting, Offeror may not introduce negotiations to Exhibit A requirements upon award.

2.5. Describe Offeror’s plan to develop and implement a Drug Medi-Cal (DMC)-certified substance use treatment program, including Offeror’s approach and strategy for operationalizing the program requirements specified in Sections 3 and 6 of Exhibit A, Statement of Work. The response shall explain the Offeror’s proposed approach, strategies, and processes for successfully implementing and meeting these requirements, rather than repeating the requirements as written. Description should include:

2.5.1. The HHSA Region (Lot) in which the Offeror proposes to perform services. Refer to the HHSA Regional Zip Codes attached as a separate file on BuyNet.

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2.5.2. Offeror’s proposed approach to outreach, engagement, and retention of eligible clients in medically necessary outpatient services, including strategies to ensure equitable and culturally relevant outreach, engagement, and retention for racial/ethnic groups and preferred languages in the geographic area.

2.5.3. How Offeror will meet timely access requirements.

2.5.4. How Offeror will achieve provision of Outpatient Services to a minimum of 240 unique Outpatient Services and Intensive Outpatient Services clients annually.

2.5.5. How Offeror will achieve provision of Medication for Addiction Treatment (MAT) services to a minimum of 75 unique clients annually.

2.5.6. (If proposed) How the Offeror will achieve provision of on-site ambulatory withdrawal management to a minimum of:

2.5.6.1. Number of unduplicated ASAM 1-WM clients

2.5.6.2. Number of unduplicated ASAM 2-WM clients

2.5.7. How Offeror will achieve provision of Contingency Management pilot program services for qualifying Medi-Cal beneficiaries with stimulant use disorder in accordance with DHCS requirements to a minimum of 55 unduplicated clients annually per contract.

2.5.8. Offeror’s proposed approach to provision of Assertive Field-Based Substance Use Disorder Services, including field-based outreach and engagement to a minimum of 10 unduplicated clients annually per contract, and open access clinic services with same-day access to MAT services to a minimum of 100 unduplicated clients annually per contract.

2.5.9. How Offeror will align service delivery with the DHCS Perinatal Practice Guidelines, including but not limited to:

2.5.9.1. Parenting education following a proposed evidence-based practice or community defined evidence practice curriculum

2.5.9.2. Proposed licensed or parent cooperative childcare

2.5.9.3. Therapeutic interventions for children of clients, including proposed tool used to identify the need for therapeutic intervention for children

2.5.10. Offeror’s proposed approach, including coordination with Managed Care Plans, for connection of clients to housing resources that support stability and recovery while working toward securing permanent housing solutions.

2.6. Describe how the Offeror’s location and facility support the program objectives as described in Section 4 of Exhibit A, Statement of Work. Description should include:

2.6.1. An explanation of how program location, facility, and hours of operation will meet the needs of underserved and unserved populations and any special populations and support equitable, culturally and linguistically responsive services to eligible individuals in the geographic region

2.6.2. How the following populations will be prioritized for access to program services: homeless or at risk of homelessness; justice-involved; at risk of conservatorship and/or of institutionalization; pregnant injection drug users, pregnant substance users, and injection drug users.

2.6.3. Proposed facility location and hours of operation including dedicated evening hours.

2.6.4. Any measures taken by Offeror toward energy efficiency and sustainability in operations.

2.7. Describe Offeror’s plan and timeline for program implementation. Include a Gantt chart (or similar chart) with start dates and completion dates for actions leading up to a fully functioning program, including the anticipated dates for the following:

2.7.1. Facility readiness

2.7.2. DHCS certifications (If certifications are in place, provide a copy of each.)

2.7.3. Hiring of key direct service and support staff

https://www.dhcs.ca.gov/wp-content/uploads/2025/12/Perinatal-Practice-Guidelines-2025.pdf

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2.7.4. Initiation of services to clients

2.7.5. Achievement of full program capacity

2.7.6. Transition of existing clients from current provider, as applicable, with no gaps in service.

Section 2C: Organizational Capability, Experience, and Qualifications

2.8. Does Offeror have experience with Medi-Cal eligibility and billing requirements?

YES ☐ NO ☐

If NO, briefly describe how Offeror will implement these requirements.

2.9. Provide a resume of Offeror's experience within the last five (5) years in developing and operating similar programs and services as described in Exhibit A. 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:

2.9.1. Information for up to five (5) recent contracts, including program name and location; dates of operation;

County department or government entity for which the program operated; target population; goal and actual number of unduplicated clients; brief description of services provided; annual and total contract allocations, and dollar amounts utilized.

2.9.2. Offeror’s experience in collaborating with community partners in San Diego County, if applicable, and how collaborations promoted equity and inclusion in the communities served.

2.9.3. Offeror’s history of partnering with small and local businesses in San Diego County.

2.10. 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 include the following:

2.10.1. Reference organization's name, mailing address, phone number, and email address.

2.10.2. Contact person representing the reference organization, title, phone number, and email address. The reference contact person must be familiar with the Offeror and the Offeror's relevant experience and performance.

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

2.10.4. Brief summary narrative of the applicable work provided.

2.10.5. If an Offeror lists a County of San Diego Contracting Officer’s Representative (COR) or Behavioral Health Services (BHS) staff member as a reference, the Source Selection Committee (SSC) shall rely upon:

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

2.10.5.2. Objective information from COR or other staff, as documented in their contract files.

2.11. Provide an organizational chart which reflects where the program will be situated within the legal entity.

2.12. Provide a staffing chart that describes the Offeror's program management and direct service staff positions, including full-time equivalencies dedicated to the program, and reporting responsibility. Clearly identify positions designated as bilingual.

2.12.1. Staffing plan must include:

2.12.1.1. Number of FTE direct SUD Counselors (certified or registered)

2.12.1.2. Number of FTE direct Licensed Practitioners of Healing Arts (excluding trainees/students)

2.12.1.3. Number of FTE direct Certified Peer Support Specialists

2.12.2. Provide a completed Attachment A, HHSA Cultural & Linguistic Diversity Plan Template, attached as a separate file on BuyNet.

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2.12.3. Describe how Offeror will recruit, hire, and retain bilingual and culturally diverse staff.

2.12.4. Describe how Offeror will determine bilingual proficiency of staff, at a minimum in the threshold languages for the County as described in the SUDPOH.

2.13. Will Offeror utilize consultants or subcontractors to meet Exhibit A, Statement of Work requirements?

YES ☐ NO ☐

If YES, provide names, credentials, and relevant experience of consultants/subcontractors, or explain the selection process if consultants/subcontractors are not yet known.

2.14. Provide job descriptions for each program management and direct service staff position to be utilized by the program. Include primary duties/responsibilities and minimum requirements for skills (including linguistic skills if applicable), education, experience, and licenses/certifications. Include all volunteer and student intern/trainee positions with direct client contact.

2.15. Financial Information:

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

2.15.1.1. Audited financial statements with the applicable notes. If Offeror does not have audited financial statements, submit unaudited 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).

2.15.1.2. 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.

2.15.1.3. Independent Auditor’s Statement of Findings and Questioned costs

2.15.1.4. Management Letter

2.15.2. 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.

2.15.3. Provide documentation that Offeror has sufficient reserves to maintain the program for 60 days.

Documentation may include cash and/or credit reserves.

3) EXHIBIT 3 - ACCEPTANCE OF TERMS AND CONDITIONS

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

YES ☐ NO ☐

3.1.1. If “NO,” provide a detailed paragraph-by-paragraph, contract clause by contract clause, description of any issues or concerns that Offeror may have with the documents listed. If Offeror objects to a particular paragraph or clause, further describe (in business terms, not in proposed language) the nature of the concern and what terms the Offeror is willing to accept. The Exception List shall provide the reason or rationale supporting the item of concern and/or counterresponse. Simply stating that a paragraph or clause is "Not Acceptable" or proposing alternative contract terms without describing in business language the reason or rationale may be considered acceptance of that paragraph or clause.