RFP DBH 25-106A FSP Proposer Conference.pptx

Desiree Alfaro Staff Analyst II Contracts Development Unit

Proposer’s Conference Behavioral Health

RFP DBH 25-106A

RFP Full-Service Partnership ePro ID: DBHE26-ADMN-6240 Tuesday, March 24, 2026 www.SBCounty.gov/dbh

Change Photo on Title Slide.

Housekeeping

Please mute phones/computers

Questions Please submit any questions via email or in ePro

Audio Recording

Presenters LeAnn Mast Administrative Manager, DBH Program

Neivi Vizcarra Accountant/Auditor, DBH Fiscal Services

Staff Analyst II, DBH Contracts Development Unit

Agenda Procurement Timeline Program Requirements Fiscal Information and Requirements Procurement Conditions eProcurement Requirements Contract Requirements Indemnification Employment of Former County Officials Public Records Act Subcontractor Status Proposal Submission & Evaluation

Procurement Timeline The above dates are subject to change as deemed necessary Deadlines Submission of Questions Monday, March 30, 2026, by Noon PST

Response to Questions Thursday April 2, 2026, by Noon PST (tentative)

Proposal Submission Wednesday, April 8, 2026, by 4 p.m. PST

Tentative Contract Term July 1, 2026, through June 30, 2031

Program

Program Requirements, Page(s) 8-13 Please review the following sections of the RFP document:

Period of Contract, Page(s) 1 July 1, 2026, through June 30, 2031

Definitions, Page(s) 8-12

Background, Page(s) 12

Program Description, Page(s) 13-29

Program Requirements, Page(s) 14-29 DBH is seeking proposals from qualified and experienced organizations to provide High-Fidelity Assertive Community Treatment (ACT) and Intensive Case Management (ICM) services.

Proposers must demonstrate the ability to provide comprehensive behavioral health treatment and supportive services. Services implemented must be evidence-based, person-centered and recovery-oriented adhering to the Tool for Measurement of Assertive Community Treatment (TMACT) with stepdown services that include ICM.

The program may include Assertive Community Treatment (ACT) as the highest intensity level, and Full-Service Partnership (FSP) Intensive Case Management (ICM), which can be a standardized step-down level from ACT or provided to individuals requiring a lower level of care than ACT.

Contractors must provide access to comprehensive integrated treatment (mental health/substance use) that are responsive to the needs of persons with co-occurring disorders.

The program shall include Individual Placement and Support (IPS) employment services consistent with evidence-based practices.

Services must integrate with behavioral health treatment and prioritize competitive employment.

The Contractor will implement housing interventions that are consistent with the Housing First model and compliant with DHCS standards for behavioral health and supportive housing services Housing interventions should prioritize immediate access to permanent housing without preconditions.

The target population includes up to 400 adults with serious mental illness (SMI), many of whom may also experience homelessness, justice involvement, or co-occurring substance use disorders.

Proposers may have an office/site location within one or more of the following regions however, services must be provided throughout all regions below:

East Valley West Valley High Desert Mountain Region Morongo Basin Proposer must specify the number of High-Fidelity ACT clients they will service along with the number of step down into ICM. May propose to serve only ACT or ICM, or a combination of both.

Services must be available to Medi-Cal eligible individuals and meet the standards outlined in the California Department of Health Care Services (DHCS) Behavioral Health Information Notices and Wraparound Standards.

Fiscal

Fiscal Information Type of Funding MHSA/BHSA & 1991 Realignment

Contract Term Contract period is five years: $8,116,130 annually or $40,580,650 total aggregate contract Period of Contract – July 1, 2026 to June 30, 2031

Contract Reimbursement, Page(s) 33-34 Fiscal Year – July 1 to June 30 Contractors bill County monthly in arrears for services provided Must accept all payments via electronic funds transfer (EFT) Budget Modification Deadline is March 1st

Fiscal, continued Single Audit Requirements, Page(s) 52-53 A single audit must be performed for contractors expending the threshold amount ($1,000,000 or more) in federal funds annually.

Indirect Admin. Costs Indirect admin. Costs cannot exceed 15% of the modified direct costs.

Audited Financial Statements, Page(s) 64 & Attachment G Three most recent and complete annual audited financial statements (most recent must be within last 18 months).

or Unaudited financial statements (including balance sheet, income statement, and statement of cash flows).

Submit an unaudited financial statement to cover the period from the last audited statement to present.

Fiscal, continued Audit requirements Right to monitor Right to review and audit all records.

Availability of records Maintain all fiscal, statistical, and management books and records pertaining to the program.

All records shall be complete and current and comply with all contract requirements.

Fiscal Records shall be kept in accordance with GAAP.

Retain all service and financial records for a period of at least 10 years.

Contracts

Procurement Conditions Proposers must:

(Section III “Proposal Conditions”, Paragraph A – Page[s] 3) Be a non-profit, for-profit organization or other legally constituted business entity.

Have a current Medi-CAL Certification or have the ability to become Medi-Cal Certified.

Be a Certified Long-Term Adult Social Rehabilitation Residential Facility and/or Certified Transitional Adult Social Rehabilitation Residential Facility.

Have no records of unsatisfactory performance with any government agency or County Department including DBH in the twenty-four (24) month period immediately preceding the date of issuance of this RFP. Proposers who are or have been seriously deficient in contract performance during this period, in the absence of circumstances properly beyond the control of the Proposer, shall be presumed to be unable to meet this requirement.

Register in the County’s Electronic Procurement Network (ePro) system.

Meet other presentation and participation requirements listed in this RFP.

All proposers must register in the electronic procurement network (ePro) prior to the submission deadline regardless of the method of submission or they may be disqualified:

https://epro.subcounty.gov/bso/ eProcurement Conditions

For information on how to register and respond to an RFP go to:

https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf

See: https://wp.sbcounty.gov/purchasing/vendor-registration/ and https://wp.sbcounty.gov/purchasing/commodity-codes-3/

For system related issues involving ePro, contact the Purchasing Department at (909) 387-2060 Late proposals WILL NOT be accepted.

eProcurement Conditions

Important Deadlines Submissions of Proposals:

DUE: Wednesday, April 8th, 2026 Must be by electronic submission in ePro or hard copy submission per RFP instructions by 4:00 p.m., PST.

Late Proposals will NOT be accepted.

Procurement Timeline

Proposals MUST be submitted on or before Wednesday, April 8, 2026, by 4 p.m. (PST) www.SBCounty.gov/dbh Proposal Conditions, Page(s) 3-7 Contingencies

Right of Rejection

Best Value Evaluation Process

Amendments/Addendums

Proposal Submission

Negotiations

Pre-Award On-Site Visits

Level of Service

Termination of Awarded Contract

Contract Requirements General Requirements, Page(s) 28-41

Department of Justice (DOJ) Clearance 36

System for Award Management (SAM)* 36-38

Trafficking Victims Protection Act of 2000 38

Privacy and Security (HIPPA) 38-40

Cultural Competency 42-44

*DBH Office of Compliance will do an Exclusion Check to the recommended provider(s) prior to contract award.

Final contract may contain additional requirements/terms

Evidence of ability to obtain insurance to be submitted with proposal (Attachment H)

Proof of insurance required within 15 days of contract start date

If transporting clients

Indemnification and Insurance, Page(s) 46-50

Employment of Former County Officials, Page(s) 55 www.SBCounty.gov/dbh Provide information on former San Bernardino County administrative officials who terminated county employment within the last (5) years and who are now employed by or represent your business as an officer, principal, partner, associate or member.

Complete Attachment D: Reportable Conditions – indicate if there are “none to disclose” by initialing and/or indicate if there are disclosures (if there are “Reportable Conditions”, fill out Attachment E: Disclosures, Exceptions and Public Records Act Exemptions to RFP).

California Public Records Act, Page(s) 6 All information submitted is subject to disclosure under the provisions of the California Public Records Act.

Confidential information should be properly marked and enclosed in a separate envelop marked “PROPRIETARAY.”

The County assumes no responsibility for disclosure of unmarked data.

Note:

Do not include personal information in the submitted proposal. (SSN, home addresses, etc.)

Do not include PHI, photos with clients, or client information in your proposals.

Proposal Submission, Page(s) 58-65 ePro Submission By submitting online proposer acknowledges electronic signature is legally binding.

Hard copy submission One original with original signatures Package sealed and marked with:

“CONFIDENTIAL – Full-Service Partnership – RFP 25-106A”

Proposal Submission, continued Proposal Format Cover Page with AUTHORIZED SIGNATURE Proposal Submission Checklist (Attachment A) Table of Contents (Attachment B) Statement of Certification (Attachment C) Reportable Conditions (Attachment D) Proposal/Narrative Description Statements of Experience Disclosures, Exceptions, and Public Records Act Exemption to RFP (Attachment E) Subcontractor Information (Attachment F) Financial Capability (Attachment G) Indemnification and Insurance Requirements Affidavit (Attachment H) Budget Cover Page with appropriate budget submissions or Budget Schedules (Attachment I & J) References (Attachment K)

References, Page(s) 65 & Attachment K Provide three (3) references from other entities, preferably public agencies, of same or similar size as the county, with who you have established a contract on a project of the same nature as this RFP. Provide Contact Name, Address, Phone Number, and dates Services were provided. (Attachment K).

Proposal Evaluation, Page(s) 65

The San Bernardino County Board of Supervisors has final approval of any/all contract(s) that may be awarded as a result of this RFP.

Final Authority, Page(s) 70

Proposal Submission Sole Contact Person:

Desiree Alfaro, Staff Analyst II

(909) 388-0932 Desiree.Alfaro@dbh.sbcounty.gov

Submit Proposal Packets to:

Online Packet submission:

https://epro.sbcounty.gov/bso/

Hard copy packets via Mail or Hand Delivery:

Important Reminders Late proposals WILL NOT be accepted

Be sure to submit questions via email or ePro by Noon (PST), Monday, March 30, 2026.

Be sure to submit your proposal no later than 4 p.m. (PST), Wednesday, April 8, 2026.

Be sure to include financial statements.

Be sure to follow the Proposal Submission Checklist (Attachment A).

Be sure to follow the proposal format.

Questions Email and ePro are the only acceptable methods to submit questions.

See RFP Page 2, Paragraph E. Correspondence for more details and for your Sole Contract Point – Desiree Alfaro

Important Deadline Submission of Questions: Monday, March 30, 2026, by Noon, PST

Procurement Conditions

Where will the questions and answers be posted?

The questions and the answers will be posted in the County’s ePro system as an Addendum to the RFP.

All registered Vendors to this RFP will receive an email notification, once the Addendum is uploaded.

Staff Analyst II

(909) 388-0932 Desiree.Alfaro@dbh.sbcounty.gov

CONTACT US

Department Name & Presentation Title 2022

San Bernardino County Department of Behavioral Health

Access Unit (Behavioral Health Helpline)

(888) 743-1478 Screening Assessment and Referral Center (Substance Use Disorder Helpline)

(800) 968-2636

Community Crisis Response Teams Call (800) 398-0018 or text (909) 420-0560

Visit our website at: sbcounty.gov/dbh/

Helplines available 24/7/365

This slide must be included at the end of all DBH presentations.

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