RFP DBH 26-011 Powerpoint CBRSC.pdf

www.SBCounty.gov/dbh

Nathaniel Rodriguez Contract Analyst Contracts Development Unit

Proposer’s Conference

Behavioral Health

RFP DBH 26-011

Substance Use Disorder and Recovery Services Community-Based Recovery Service Centers ePro ID: DBHE26-ADMN-6399

Thursday, September 3, 2026

Housekeeping Please mute phones/computers

Questions Questions can be posed at the end of the presentation. Only questions in the Teams Chat will be addressed.

Please submit any remaining questions via email or in ePro.

Audio Recording

Presenters

Christopher Bailey Supervising Program Specialist, DBH Substance Use Disorder and Recovery Services

Arminda Hope Nelson Senior Accountant, DBH Fiscal Services

Contract Analyst, 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

Proposal Submission & Evaluation

Procurement Timeline

The above dates are subject to change as deemed necessary

Deadlines Submission of Questions

• Thursday, September 10, 2026, by Noon local time

Response to Questions

• Thursday, September 17, 2026, by Noon local time (tentative)

Proposal Submission

• Thursday, September 24, 2026, by 4 p.m. local time

Tentative Contract Term January 1, 2027 through December 31, 2031

Program

Program Requirements, Page(s): 10-33

Please review the following sections of the RFP document:

Period of Contract, Page(s): 1

• January 1, 2027 - December 31, 2031

Definitions, Page(s): 10-16

Background, Page(s): 16-17

Program Description, Page(s): 17-33

Program Requirements, Page(s): 10-33

Substance Use Disorder and Recovery Services Community-Based Recovery Service Centers:

CBRCs support individuals in recovery from SUD by providing a supportive, substance-free environment where participants can build connections and access resources that strengthen and sustain recovery.

Services may include self-help groups, healthy social activities, information and referrals, vocational and educational opportunities, training, and medically necessary Recovery Services such as counseling. Services may also involve families and significant others and support prevention efforts.

Program Requirements, Page(s): 10-33

There are two options a bidder may propose for:

1. Recovery Center Services Only If you propose to operate a Recovery Center and provide non-Drug Medi-Cal recovery support services only, Drug Medi-Cal certification is not required.

2. Recovery Center and Standalone Services under DMC-ODS If you propose to operate a Recovery Center and provide billable Standalone Services under DMC-ODS, Drug Medi-Cal certification is required.

Under either option, proposers may serve adults, youth, or both populations.

Please clearly indicate in your proposal whether you are proposing for Recovery Center Services Only or Recovery Center and Standalone Services under DMC-ODS, and whether you will serve adults, youth, or both populations.

Program Requirements, Page(s): 10-33

Recovery Center Services Only Requirements

• Must provide a supportive and substance-free environment where people in recovery, seeking recovery, or maintaining recovery can access resources and support one another.

• Operating hours must be accessible to people with work, school, and family obligations, including availability during nights, weekends, and holidays as appropriate.

• The proposer must maintain sufficient qualified staff, volunteers, and interns. The volunteers and interns must be supervised by regular staff.

• The facility must have adequate space, be accessible by public transportation, and comply with ADA accessibility requirements.

• The proposer must maintain appropriate policies and procedures, including crisis intervention, emergency procedures, evidence-based curricula, rules of conduct, and staff training.

• A Quality Management component and written Quality Improvement Plan are required, including measurable goals, objectives, outcomes, and performance improvement activities.

• Recovery Center services are not Medi-Cal billable, but they are still subject to DBH, DHCS, State, and

Federal audits or reviews because of the funding used.

Program Requirements, Page(s): 10-33

Recovery Center Services Only Requirements The proposer must identify the Recovery Center programming and curricula to be offered, including:

• Smoking Reduction/Cessation

• Drug Education

• Life Skills Training

• Family Support

• Recovery Groups

• Social Activities

• Support Groups

• Parenting Education

Program Requirements, Page(s): 10-33

DMC-ODS Standalone Services Requirements

• Drug Medi-Cal certification is required.

• Services must meet applicable DMC-ODS medical necessity and access requirements and be recommended by an authorized LPHA, as required by DHCS.

• ASAM Criteria must be used for appropriate level-of-care determination and placement.

• Providers must maintain an appropriately enrolled SUD Medical Director consistent with DMC requirements.

• Services must be delivered by qualified practitioners who meet DHCS licensure, registration, certification, enrollment, and scope-of-practice requirements for the services provided.

• Billable Peer Support Services must be provided by a certified Medi-Cal Peer Support Specialist, including applicable DBH training requirements.

• Staff conducting ASAM assessments must complete required ASAM training.

• Providers must comply with all applicable documentation, claiming, reporting, monitoring, and audit requirements.

Program Requirements, Page(s): 10-33

DMC-ODS Standalone Services Requirements Standalone Services May Include:

• Care Coordination

• Recovery Services

• Medications for Addiction Treatment (MAT)

• Peer Support Services

Standalone Services may be provided:

• Independently of a DMC-ODS level of care

• Concurrently with other DMC-ODS services

• As part of a DMC-ODS level of care, when permitted

Program Requirements, Page(s): 10-33

Reporting and Performance Requirements CBRCs must submit monthly and annual reports, including participant counts and participation by program/activity.

Monthly reports are due by the 5th business day of the following month, and annual reports are due within 30 calendar days after the fiscal year ends.

CBRCs are expected to demonstrate outcomes such as:

• Increased SUD awareness

• Improved everyday/life skills

• Increased protective factors and reduced risk factors

• Improved ability to maintain abstinence

• Reduced or discontinued smoking

Provider Support & Accounting Services

(PSAS)

PSAS

Type of Funding

• Drug Medi-Cal if providing standalone services such as care coordination, peer support services, and treatment services.

• Substance Use Prevention, Treatment & Recovery Services (SUBG) Federal Block Grant if providing recovery center services such as support groups, educational classes, and community activities.

Contract Term

• Contract period is five years: $2,405,706.80 annually or $12,028,534 for the total contract period.

• Period of Contract – January 1, 2027, to December 31, 2031.

Contract Reimbursement, Page(s): 37-41 Fiscal Year – July 1 to June 30

• Must accept all payments via electronic funds transfer (EFT)

• Budget Modification Deadline is March 1st

• Contractors bill County monthly in arrears for services provided

PSAS, continued Single Audit Requirements, Page(s): 61-62 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 total direct costs (MTDC) unless the awardee has a Federally negotiated rate.

Audited Financial Statements, Page(s): 72 & 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.

PSAS, continued

Audit Requirements, Page(s): 59-61 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.

In order to receive Substance Use Prevention and Treatment Recovery Services (SUBG) Block Grant, proposer must be a nonprofit corporation as required by the Substance Use Prevention and Treatment Recovery Services (SUBG) Block Grant guidelines. (See United States Code (USC), Title 42, Chapter 6A, subchapter XVII, Part B, subpart ii, Section 300x-31 (a) (1)

(E) and Code of Federal Regulations (CFR) Title 45, Part 96, Section 135 (a) (5).)

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

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/ www.SBCounty.gov/dbh eProcurement Conditions https://epro.subcounty.gov/bso/

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.

www.SBCounty.gov/dbh eProcurement Conditions https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/wp-content/uploads/sites/3/2021/07/How-to-do-Business-wi-San-Bernardino-County-7_9_21.pdf https://wp.sbcounty.gov/purchasing/vendor-registration/ https://wp.sbcounty.gov/purchasing/vendor-registration/ https://wp.sbcounty.gov/purchasing/vendor-registration/ https://wp.sbcounty.gov/purchasing/commodity-codes-3/ https://wp.sbcounty.gov/purchasing/commodity-codes-3/ https://wp.sbcounty.gov/purchasing/commodity-codes-3/ https://wp.sbcounty.gov/purchasing/commodity-codes-3/ https://wp.sbcounty.gov/purchasing/commodity-codes-3/

Important Deadlines

Submissions of Proposals:

DUE: Thursday, September 24, 2026

Must be by electronic submission in ePro or hard copy submission per RFP instructions by 4:00 p.m., Local Time.

Late Proposals will NOT be accepted.

Procurement Timeline

Proposals MUST be submitted on or before Thursday, September 24, 2026, by 4 p.m. (Local Time) www.SBCounty.gov/dbh

Procurement Conditions, Page(s): 3-10

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): 33-62 Page(s):

Licenses, Permits and/or Certifications 42

Department of Justice (DOJ) Clearance 43

System for Award Management (SAM)* 43

Trafficking Victims Protection Act of 2000 45

Privacy and Security (HIPPA) 45

Cultural Competency 49-51

*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

Type of Insurance Limits Aggregate Worker’s Compensation $250,000 General Liability $1,000,000/occurrence $2,000,000 aggregate

Automobile Liability $1,000,000/occurrence $2,000,000 aggregate If transporting clients

Cyber Liability $1,000,000/occurrence $2,000,000 aggregate Professional Liability and/or Errors & Omissions $1,000,000/occurrence $2,000,000 aggregate

Abuse/Molestation $1,000,000/occurrence $2,000,000 aggregate

Indemnification and Insurance, Page(s): 55-59

Employment of Former County Officials, Page(s): 64 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): 7

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): 66-73 ePro Submission By submitting online the proposer acknowledges electronic signature is legally binding.

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

“CONFIDENTIAL – SUBSTANCE USE DISORDER RECOVERY SERVICES COMMUNITY-BASED

RECOVERY SERVICE CENTERS– RFP DBH 26-011”

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) References Form (Attachment K) Local Preference Policy Form (Attachment M) Provider Information Report (Attachment N) Federal Contracting Provisions (Attachment O) Reserved (Attachment P) Business Associate Agreement (Attachment Q) Attestation Regarding Ineligible/Excluded Persons (Attachment R) DHCS-ODS Waiver Supplement (Attachment S)

References, Page(s): 73 & 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).

Components Value

Program Component, Page(s): 74-75 65%

Fiscal Component, Page(s): 75-76 35%

Total 100%

Proposal Evaluation, Page(s): 74-76

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): 79

Proposal Submission Sole Contact Person:

Nathaniel Rodriguez, Contract Analyst

(909) 388-0861 dbh-contractsanalysts@dbh.sbcounty.gov

Submit Proposal Packets to:

550 Hospitality Lane, 1st Floor San Bernardino, CA 92415-0026

Online Packet submission:

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

Hard copy packets via Mail or Hand Delivery:

San Bernardino County Department of Behavioral Health Attention: Contracts Administration CONFIDENTIAL Re: RFP-DBH 26-011/DBHE26-ADMN-6399 550 Hospitality Lane, 1st Floor San Bernardino, CA 92415-0026 mailto:dbh-contractsanalysts@dbh.sbcounty.gov mailto:dbh-contractsanalysts@dbh.sbcounty.gov mailto:dbh-contractsanalysts@dbh.sbcounty.gov https://epro.sbcounty.gov/bso/

Important Reminders Late proposals WILL NOT be accepted

Be sure to submit questions via email or ePro by Noon, Thursday, September 10, 2026.

Be sure to submit your proposal no later than 4 p.m. (Local Time) Thursday, September 24, 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 – Nathaniel Rodriguez

Important Deadline Submission of Questions: Thursday, September 10, 2026, by Noon, Local Time

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.

Contract Analyst

(909) 388-0861 Nathaniel.Rodriguez@dbh.sbcounty.gov

CONTACT US

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