REQUEST FOR QUOTES (RFQ) 13270

DEPARTMENT OF BEHAVIORAL HEALTH SERVICES

ON-SITE AND ON-CALL MOBILE PHLEBOTOMY AND SPECIMEN COLLECTION SERVICES

July 7, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking quotes from firms interested in providing Mobile Phlebotomy Services (“Offerors”).

2. The County anticipates a contract term of an initial (base) period of one (1) year, with two (2) one-year option periods.

3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/.

To see all information related to this RFQ, 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 Stacy Mendoza, Procurement Specialist, (StacyR.Mendoza@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 Questions due date, or Quote due date.

Event Description Date and Time (San Diego Time) Questions due July 17, 2026, prior to 5:00 p.m.

Quotes due August 6, 2026, prior to 5:00 p.m.

6. Questions:

6.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via BuyNet, by sending a message to the Contracting Officer through the “Discussions” functionality.

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

7. Table of Contents:

A. Key Information B. RFQ Instructions and Rules C. Submittal Items D. Required Forms E. Statement of Work F. Payment Schedule G. Draft Agreement

MAGGIE RAMSBERGER

INTERIM DIRECTOR

DEPARTMENT OF PURCHASING AND CONTRACTING

5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204

PHONE (858) 505-6367 FAX (858) 715-6452

BRENDA G. MILLER

ASSISTANT DIRECTOR

https://sdbuynet.sandiegocounty.gov/ mailto:StacyR.Mendoza@sdcounty.ca.gov

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13270

B. RFQ INSTRUCTIONS AND RULES

1. INSTRUCTIONS FOR SUBMITTING A QUOTE

1.1. It is Offeror’s responsibility to submit a quote based on the most current RFQ, addenda thereto, County’s 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 RFQ-related information.

1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from

Department of Purchasing and Contracting’s front desk or contact clerical support at (858) 505- 6367.

1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the County’s website at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.

1.2.1. The County may update posted forms 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 RFQ or any later version thereof.

1.3. Offeror must submit a complete original quote 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.

1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such submissions with the RFQ number on the outside of the packaging. Please use this method only if unable to submit through BuyNet.

2. QUESTIONS

2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting

Officer, in writing, as a question (“Question”). Offerors may 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 in the Schedule for Question submission. Offeror is responsible for ensuring that Questions are received by the County.

3. QUOTE FORMAT

3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than signature pages, converted and searchable formats are preferred.

3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.

4. QUOTE ORGANIZATION

4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.

4.1.1. Offerors shall organize content 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. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall be inclusive of all proposed compensation.

4.2. Confidential/Proprietary information:

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

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 RFQ 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 Offeror represents, with legal basis, is exempt from disclosure pursuant to the California Public Records Act, including PI (Personal Information), PII (Personally Identifiable Information), or PHI (Protected Health Information);

4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, 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. Offeror should reference material in the “CONFIDENTIAL/PROPRIETARY” exhibit where it is needed to respond to a Submittal Item through citation to the “CONFIDENTIAL/PROPRIETARY” exhibit (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 confidential under the California Public Records Act).

5. QUOTE EVALUATION

5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance, availability, price, and more to determine the quote(s) that provide the best value to the County.

5.2. During evaluation, the County may appropriately consider the sustainability and social, human health, environmental, and economic impact of Offeror’s proposed products and/or approach to providing goods and/or services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant information in their quotes, to the degree related to the goods or services sought.

5.3. 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 quotes, to the degree related to the goods or services sought.

5.4. When evaluating an Offeror’s cost or pricing, the County may also consider the effect of the quote on the overall total cost to the County.

5.5. When evaluating Offeror’s quote, the 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 quote in order to be considered for such preference during evaluation.

6. COUNTY COMMITMENT

6.1. This RFQ 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 quote. Further, Offeror shall not incur any reimbursable cost in anticipation of a contract award.

6.2. 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 RFQ or these procedures (other than those arising under a definitive contract with Offeror in accordance with the terms thereof).

6.3. The County reserves the right to separately procure the same or similar goods or services.

6.4. The County may withhold all information regarding this procurement until after negotiations are complete, including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes; the County’s evaluation and results thereof. Information releasable after the conclusion of negotiations is subject to the disclosure requirements and withholding exemptions of the California Public Records Act.

6.5. Pursuant to County Charter §§ 703.10 and 916, award of a contract resulting from this RFQ 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.

6.6. 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.

7. DILIGENCE AND DUTY TO INQUIRE

7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related documents, Offeror shall have a duty to submit a Question to the County.

7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ 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.

7.3. 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.

7.4. 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 RFQ, except as explicitly provided for in this RFQ.

8. OFFEROR COMMUNICATIONS

8.1. All communications from 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 RFQ or Offeror’s quote, 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 RFQ or by law. Any improper contact may, at the County’s sole discretion, cause Offeror to be removed from consideration for contract award.

8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County’s sole determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may be removed from consideration for award.

8.3. Audio and/or video recording of presentations, discussions, negotiations, , or other communications with the County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.

9. SOLICITING EMPLOYEES

9.1. 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 Offeror, its affiliates, actual or prospective contractors, or any person acting in concert with Offeror without prior written approval of the County’s Contracting Officer. This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact with Offeror.

10. PROHIBITED CONTRACTS AND SUBCONTRACTS

10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract with, and shall reject any quote 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:

10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the governing body;

10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as officers, principals, partners, or major shareholders;

10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of service to be performed by the contract; or, (ii) participated in any way in developing the contract or its service specifications; and

10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve as officers, principals, partners, or major shareholders.

10.2. 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.

10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections 11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these provisions.

11. CALIFORNIA REVENUE & TAXATION CODE § 18662

11.1. 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).

11.2. 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/

11.3. If selected for award, 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.

12. W-9 FORM

12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the County.

https://www.ftb.ca.gov/ https://www.ftb.ca.gov/forms/search/

C. SUBMITTAL ITEMS

Offeror’s response to these Submittal Items shall be no more than thirty (30) pages.

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)

• 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 and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).

• Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)

• located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

2.1 Confirm (YES/NO) your company accepts Exhibit A – Statement of Work as presented.

Yes No

2.1.1 If “NO,” provide a detailed list of exceptions to the Exhibit A - Statement of Work and the nature of its concern.

2.2 Confirm (YES/NO) your company can provide on-site and on-call mobile routine and urgent phlebotomy collection requests twenty-four (24) hours per day, seven (7) days per week, three-hundred sixty-five (365) days a year, including February 29, 2028 (leap year) and all holidays at the San Diego County Psychiatric Hospital (SDCPH), Edgemoor Distinct Part Skilled Nursing Facility (DPSNF) and the County's three (3) Behavioral Health Clinics. Services shall include specimen collection, labeling, handling, and preparation for delivery to the County-designated laboratory provider, including services that may be requested simultaneously at one or more County locations based on operational need.

Yes No

2.2.1 If yes, please provide a brief description of your collection services and facility types served, and a summary of recent comparable on-site and on-call mobile routine and urgent phlebotomy collection contracts or service data.

2.3 Confirm (YES/NO) your company can support phlebotomy collection services at one or more County locations simultaneously, if requested.

Yes No

2.3.1 If yes, please describe your company’s staffing and operational approach for managing concurrent service requests.

2.4 Confirm (YES/NO) your company shall arrive at the requested location within four (4) hours of notification for STAT requests and respond to routine same-day specimen collection requests within the same calendar day.

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

Yes No

2.4.1 If yes, please provide a recent dispatch or system-generated response-time performance summary.

2.5 Confirm (YES/NO) your company maintains sufficient staffed phlebotomists to provide concurrent collection service for SDCPH and Edgemoor and to ensure continuous 24 hours per day, 7 days per week, 365 days per year coverage, if requested.

Yes No

2.5.1 If yes, please provide a description of backup or surge capacity and documents supporting concurrent collection service ensuring uninterrupted 24/7 service to SDCPH and Edgemoor.

Documents may include a current deployment plan or shift schedule.

2.6 Confirm (YES/NO) your company can provide daily morning laboratory specimen pickup service (Monday through Sunday), and other "time based" draws (i.e. fasting between 0600-0630) with occasional afternoon pickups and ensure consistent and timely transport of samples, as requested.

Yes No

2.6.1 If yes, please provide a description of your contingency procedures to ensure uninterrupted daily morning laboratory specimen pickup service (Monday through Sunday), and other "time based" draws (i.e. fasting, time to be determined by COR or designee in conjunction with hospital leadership) with occasional afternoon pickups. Include details regarding how your organization maintains operational continuity, addresses unexpected staffing shortages, and ensures timely collection and transport of samples.

2.7 Confirm (YES/NO) your company maintains contingency staffing plans sufficient to address employee call-offs, turnover, emergency staffing shortages or surge operational needs without interruption to County services.

Yes No

2.7.1 If yes, please provide a description of your contingency staffing and operational continuity procedures.

2.8 Confirm (YES/NO) your company maintains sufficient employees in an "on-call" status to always meet the requirements and an appropriately trained supervisory phlebotomist.

Yes No

2.8.1 If yes, please provide a staffing summary and sample or redacted documentation demonstrating your organization’s process for monitoring employee certification status, competency validation, background clearances, and occupational health compliance.

2.9 Confirm (YES/NO) your company has procedures for escalation and resolution of difficult or unsuccessful specimen collection attempts.

Yes No

2.9.1 If yes, please describe your procedures for escalation to supervisory phlebotomy personnel;

repeat collection attempts; communication with facility staff; documentation of unsuccessful collection attempts and minimizing patient distress and repeat venipuncture attempts.

2.10 Confirm (YES/NO) your company has policies and procedures to meet Specimen Collection Standards and ensure that all specimen collection activities follow the County policies and procedures described in Exhibit A (SOW) sections 10.1 through 10.5.

Yes No

2.10.1 If yes, please provide a copy of any applicable policies and a brief description of how compliance is monitored (e.g., quality-assurance review or training record summary).

2.11 Confirm (YES/NO),your company monitors specimen rejection, recollection, labeling error and pre-analytic quality indicators.

Yes No

2.11.1 If yes, please provide a summary of quality metrics tracked by your organization and describe how performance concerns, specimen integrity issues or repeated recollection events are identified and corrected.

2.12 Confirm (YES/NO) your company can maintain required specimen temperature conditions and specimen integrity during temporary onsite storage, handling and transfer preparation activities.

Yes No

2.12.1 If yes, please describe your procedures for a) refrigerated specimen handling; b) room-temperature specimen handling; c) temperature monitoring; d) transport container management; e) specimen security; and f) contingency procedures for equipment malfunction or delayed pick up.

2.13 Confirm (YES/NO) your company has procedures for incident reporting and communication with County staff regarding patient safety concerns, specimen errors, exposure incidents, or operational disruptions.

Yes No

2.13.1 If yes, please provide a brief description of your incident reporting and escalation procedures, including notification timeframes and quality assurance review processes.

2.14 Confirm (YES/NO) your company can comply with facility-specific security, ligature-risk reduction, contraband control, infection prevention, and patient safety procedures applicable to SDCPH and Edgemoor.

Yes No

2.14.1 If yes, please describe any related staff orientation, competency validation, or facility-specific training processes.

2.15 Confirm (YES/NO) that your company incorporates or participates in trauma-informed, culturally and linguistically responsive, and de-escalation training for phlebotomists serving behavioral-health and medically complex populations, consistent with the County’s Trauma-Informed System of Care framework.

Yes No

2.15.1 If yes, please provide a copy of your policy or training outline (if applicable), or a description of how your organization addresses these principles within staff orientation or continuing education

2.16 Confirm (YES/NO) your company operates a 24/7/365 dispatch center capable of receiving County phlebotomy collection requests by telephone and via a County-approved electronic platform, with recorded call-time logging.

Yes No

2.16.1 If yes, please provide a description of your dispatch and communication system, including information on the number of dispatchers available per shift.

2.17 Confirm (YES/NO) that your company can provide a toll-free telephone number as a single point of contact for requests for service. An automatic voice-mail paging system is recommended as a first response and is subject to the time limits set forth within.

Yes No

2.17.1 If yes, please provide documentation or examples demonstrating your company’s ability to provide a toll-free telephone number as a single point of contact, or a voice-mail paging system.

2.18 Confirm (YES/NO) that your company can use encrypted email, telephone calls or fax based on facility preference when communicating with County staff requesting the specimen pick-up. This communication may include instructions and required forms as part of the specimen transport.

Yes No

2.18.1 If yes, please provide documentation or examples demonstrating your company’s ability to use encrypted email, telephone calls or fax based on facility preference when communicating with County staff requesting the specimen pick-up.

2.19 Confirm (YES/NO) your company qualifications support its ability to comply with all applicable federal, state, and local laws, regulations, licensing standards, and accreditation requirements, including but not limited to: CMS Conditions of Participation and Conditions for Coverage, including 42 CFR Part 482 and 42 CFR Part 483, as applicable; Applicable provisions of the California Code of Regulations, including Title 22; California Business and Professions Code requirements governing certified phlebotomy personnel; OSHA and Cal/OSHA requirements, including the Bloodborne Pathogens Standard; Applicable Joint Commission Standards and National Patient Safety Goals.; County policies and procedures.

Yes No

2.19.1 If yes, please provide a copy of your policy or training outline (if applicable), or a description of how your organization addresses these federal, state, and local laws, regulations, licensing standards, and accreditation requirements.

3. EXHIBIT 3 - COST/PRICE EXHIBIT

3.1 Submit a completed Payment Schedule.

4. EXHIBIT 4 – ACCEPTANCE OF 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 terms and conditions, 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 Contract to which it does not take exception to. 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 Byrd Anti-Lobbying Amendment certification: Confirm (YES/NO). Offeror certifies that it and its subcontractors will not and have not used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant or any other award covered by 31 U.S.C. § 1352. List as a disclosure any lobbying with non-federal funds that takes place in connection with obtaining any federal award by Offeror or Offeror’s subcontractors.

Yes No

5. EXHIBIT 5 – CONFIDENTIAL PROPRIETARY

5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules section 4.2

D. REQUIRED FORMS

(RESERVED)

STATEMENT OF WORK

1. Scope of Work/Purpose:

1.1. Contractor shall provide routine scheduled on-site and on-call mobile phlebotomy and specimen collection services at the San Diego County Psychiatric Hospital (SDCPH), Edgemoor Distinct Part Skilled Nursing Facility (DPSNF) and the County's three (3) Behavioral Health Clinics. SDCPH and Edgemoor are anticipated to require routine daily specimen collection services. Additional County-operated facilities, including Public Health clinics and other County service locations, may request services on an intermittent or as-needed basis, as approved by the COR. The COR will select a County staff at each facility to request and/or schedule phlebotomy and specimen collection services (County staff).

1.2. Contractor services under this Agreement are limited to pre-analytic specimen collection functions, including patient identification, specimen collection, labeling, handling, preparation for transfer, and associated documentation. Contractor shall not independently perform laboratory testing, diagnostic interpretation, laboratory analysis, or result reporting unless separately licensed, authorized, and contracted by the County to do so.

1.2.1. Contractor shall utilize equipment, collection materials, and laboratory supplies provided or approved by the County-designated laboratory services provider, unless otherwise authorized by the COR or selected County staff.

1.2.2. Contractor shall maintain a local presence sufficient to provide timely phlebotomy services at SDCPH and Edgemoor DPSNF facilities, including response to STAT specimen collection requests. Laboratory testing, analysis, reporting, courier transportation, and functions requiring independent CLIA certification shall be performed by a separate County-designated laboratory services provider unless otherwise authorized in writing by the County.

2. Background Information:

2.1. The San Diego County Psychiatric Hospital (SDCPH) is a 109-bed, publicly funded, free-standing psychiatric hospital and Emergency Psychiatric Unit. It is a locked facility and a component of the San Diego County Behavioral Health Services' continuum of care. The mission of SDCPH is to provide psychiatric evaluation and crisis intervention-oriented acute treatment for adult residents of San Diego County. The goal of SDCPH is to help patients cope with a mental health crisis, become stabilized, and move toward a less restrictive level of care. SDCPH is approximately 52,000 square feet, incorporates three

(3) in-patient units, Crisis Stabilization Unit (CSU), and an Emergency Psychiatric Unit (EPU).

2.2. The Edgemoor Distinct Part Skilled Nursing Facility (DPSNF) is a 192-bed skilled nursing facility. A licensed, distinct part skilled nursing facility for adults ages 18+ who need a higher level of care and an increased number of staff compared to other nursing homes due to their complex needs. Almost all Edgemoor residents require long-term care due to their physical, cognitive, or behavioral condition.

2.3. The County's three (3) Behavioral Health Clinics primarily service adult clientele with chronic and persistent mental illness and co-occurring substance use disorders with complex social needs. Services include medication management, crisis management, case management, and group and individual rehabilitation.

2.4. Historical Utilization Estimates

2.4.1. The following historical utilization information is provided for informational and planning purposes only and does not represent a guarantee of future service volume, minimum utilization, or compensation under this Agreement. Historical utilization may fluctuate based on patient census, physician ordering practices, operational changes, clinic activity, regulatory requirements, and other County operational needs.

2.4.2. Approximate historical utilization for specimen collection services was as follows:

2.4.2.1. SDCPH FY 2025-26 Year-to-Date (7/1/2025-4/25/2026): 1,240 specimen collection requests, including approximately 234 STAT requests; FY 2024-25: 1,694 specimen collection requests, including approximately 384 STAT requests; and FY 2023-24: 2,364 specimen collection requests, including approximately 356 STAT requests.

2.4.2.2. Edgemoor FY 2025-26 Year-to-Date (7/1/2025-4/30/2026): 546 specimen collection requests, including approximately 131 STAT requests; FY 2024-25: 450 specimen collection requests, including approximately 120 STAT requests; and FY 2023-24: 439 specimen collection requests, including approximately 144 STAT requests.

2.4.2.3. Behavioral Health Clinics utilization is low. The combined total for FY 23-24, 24-25, and 25-26 is twenty (20) specimen collection requests.

3. Goals and Deliverables/Outcomes:

3.1. Contractor shall provide routine scheduled on-site and on-call mobile phlebotomy specimen collection services at SDCPH and Edgemoor twenty-four (24) hours per day, seven (7) days per week, three-hundred sixty-five (365) days per year, including February 29th, 2028 (leap year) and all holidays, for specimen collection, labeling, handling, and preparation for transfer to the County-designated laboratory services provider, including services that may be requested simultaneously at one or more County locations based on operational need.

3.1.1. Contractor shall provide scheduled specimen collection services at the County’s three (3)

Behavioral Health Clinics. Contractor may also be requested to provide specimen collection services at Public Health Services (PHS) locations and other County-designated facilities on an intermittent or as-needed basis, as requested and approved by the COR or selected County staff.

Service frequency, scheduling, and response expectations for these locations may vary based on operational need.

3.1.2. Contractor shall respond to STAT specimen collection requests at SDCPH and Edgemoor within four (4) hours of notification. Contractor shall respond to routine same-day specimen collection requests at SDCPH and Edgemoor within the same calendar day.

3.2. Contractor shall provide lock boxes for routine after-hours pickups, if requested by the site. County reserves the right to change pickup times or contact information as needed via written notice (e-mail) or call.

3.2.1. Contractor shall maintain sufficient employees in an "on-call" status to always meet the requirements.

3.2.2. Contractor shall ensure that transportation containers maintain required temperature conditions in accordance with specimen handling throughout transport.

3.3. Contractor shall complete all scheduled fasting and routine morning specimen collection services within

County-established service windows and shall provide daily morning laboratory specimen pickup service (Monday through Sunday), including other time-based draws such as fasting collection, time to be determined by COR or selected County staff in conjunction with hospital leadership, with occasional afternoon pickups as needed. Contractor shall ensure consistent and timely transport of samples.

3.3.1. The COR or selected County staff will coordinate routine daily specimen collection schedules with the Contractor.

3.4. Contractor shall provide a toll-free telephone number as a single point of contact for requests for service.

An automatic voice-mail paging system is recommended as a first response and is subject to the time limits set forth within.

3.5. Contractor shall use encrypted email, telephone calls, or fax, based on facility preference when communicating with County staff requesting the specimen pick-up. This communication may include instructions and required forms as part of the specimen transport.

3.6. Contractor shall maintain a minimum of at least (5) phlebotomists and an appropriately trained supervisory phlebotomist.

3.7. Contractor shall anticipate that certain phlebotomy service requests under this Contract may result in unsuccessful specimen collection attempts despite reasonable and appropriate efforts. Contractor shall maintain staffing, training, and operational procedures that ensure prompt response, proper documentation, and continued service capability in the event of unsuccessful collection attempts or dry runs.

3.8. Contractor shall maintain contingency staffing plans sufficient to address employee call-offs, turnover, emergency staffing shortages or surge operational needs without interruption to County services.

3.9. Contractor personnel shall be trained in the proper handling and protocols applicable to specimen collection services.

3.10. Services will be scheduled by the COR or selected County staff as ordered by the SDCPH and Edgemoor DPSNF physicians.

3.11. Contractor shall collect sufficient specimen volume to satisfy the specimen collection requirements established by the County-designated laboratory provider.

3.12. Contractor shall complete all required specimen collection documentation legibly, accurately, and in accordance with County-designated laboratory and County facility requirements.

3.13. Contractor personnel shall properly label, secure, and handle all specimen containers in accordance with County-designated laboratory procedures and applicable chain-of-custody requirements, where applicable.

3.14. Contractor shall properly collect, label, handle, temporarily secure, and prepare specimens for transfer in accordance with applicable OSHA, Cal/OSHA, County, and County-designated laboratory requirements and shall comply with all SDCPH, Edgemoor DPSNF, and clinic safety protocols.

4. Target Population and Geographic Area:

4.1. Target Population: Contractor shall provide the services described herein to the following target population:

4.1.1. Patients of the San Diego County Psychiatric Hospital (SDCPH), Edgemoor Distinct Part Skilled Nursing Facility (DPSNF), and three (3) Behavioral Health Clinics. Additional County-operated or County-designated facilities, including Public Health Services (PHS) locations and other County service locations, may receive services on an intermittent or as-needed basis, as requested and approved by the COR or selected County staff.

4.2. Contractor shall provide the product or services at the following location(s):

Location Name Location Address Days and Hours of Operation

San Diego County Psychiatric Hospital (SDCPH)

3853 Rosecrans St San Diego, CA 92110 24/7

Edgemoor Distinct Part Skilled Nursing Facility (DPSNF)

655 Park Center Dr Santee, CA 92071 24/7

East County Behavioral Health Clinic

1000 Broadway, Suite 210 El Cajon, CA 92021

Monday-Friday 0800-1700

North Central Behavioral Health Clinic

1250 Morena Blvd, 1st Floor San Diego, CA 92110

Monday-Friday 0800-1700

Southeastern Behavioral Health Clinic

5101 Market Street, Suite 2300 San Diego, CA 92114

Monday-Friday 0800-1700

5. General Requirements for Deliverables/Specifications/Service Delivery:

5.1. Staffing Requirements

5.1.1. Minimum Requirement. Contractor shall maintain staffing levels and composition that comply with regulatory requirements governing the levels and service types provided, and align with any fidelity requirements, as applicable.

5.1.2. All phlebotomy personnel shall hold a current, California Certified Phlebotomy Technician (CPT I or CPT II) certification issued by the California Department of Public Health (CDPH).

5.1.3. Certification must be:

5.1.3.1. Maintained in good standing

5.1.3.2. Verified prior to assignment and upon renewal.

5.1.4. Contractor shall ensure that all personnel:

5.1.4.1. Comply with all County and facility-specific policies and procedures.

5.1.4.2. Contractor shall ensure assigned personnel comply with County and facility-specific occupational health and infection prevention requirements, including tuberculosis screening, communicable disease precautions, and any required immunization or respiratory protection requirements applicable to the assigned facility.

5.1.4.3. Contractor shall ensure assigned personnel receive training appropriate to behavioral health and skilled nursing environments, including trauma-informed approaches, patient de-escalation awareness, workplace violence prevention, infection prevention, and emergency response procedures applicable to the assigned County facility.

5.1.4.4. Follow direction from designated County staff

5.1.4.5. Adhere to facility workflows, scheduling protocols, and operational requirements

5.1.4.6. Contractor shall maintain current personnel records for all staff assigned under this

Agreement and shall provide such records to the County upon request. Records may include, but are not limited to, employee name, California certification/license number, certification status and expiration date, employment start date, training and competency documentation, verification of required background clearances, and occupational health compliance documentation. Such information shall be provided as necessary to support County compliance with applicable accreditation, certification, licensing, regulatory, quality assurance, patient safety, and reporting requirements, including but not limited to requirements of The Joint Commission (TJC), Centers for Medicare and Medicaid Services (CMS), California Department of Public Health (CDPH), and other applicable regulatory authorities.

5.1.5. The County reserves the right to require the removal and replacement of any Contractor personnel who fail to meet performance, competency, compliance, or safety expectations.

5.1.6. Contractor shall provide replacement personnel within a timeframe acceptable to the County.

6. Specific Requirements for Deliverables/Specifications/Service Delivery:

6.1. Phlebotomy Services.

6.1.1. Contractor shall have the ability to provide phlebotomists to routinely obtain blood specimens at designated times specified by the County.

6.1.2. Contractor shall perform specimen collection services and prepare specimens for transfer in accordance with applicable County procedures, laboratory requirements, and specimen handling standards.

6.1.3. Contractor shall be responsible for all specimen collection labeling and documentation activities associated with services provided under this Agreement. This includes properly labeling all collection containers with patient information at the time of collection, using pre-printed labels where applicable, and completing all required documentation necessary to maintain specimen traceability and chain-of-custody through transfer to the County-designated laboratory provider.

6.1.4. Phlebotomists shall demonstrate proficiency in venipuncture and capillary specimen collection techniques appropriate to the patient populations served.

6.1.5. Specimen Collection Standards. Contractor shall ensure that all specimen collection activities:

6.1.5.1. Follow County policies and designated laboratory procedures

6.1.5.2. Include proper patient identification using two identifiers.

6.1.5.3. Ensure accurate and complete labeling at the point of collection.

6.1.5.3.1. Specimens shall be labeled immediately following collection and prior to leaving the patient care area, in the presence of staff and the patient whenever possible and consistent with County procedures.

6.1.5.4. Maintain specimen integrity throughout collection and transfer preparation activities.

6.1.5.5. Follow applicable chain-of-custody procedures, where required.

6.1.5.6. Contractor shall cooperate with the County and County-designated laboratory provider regarding specimen recollection requests resulting from labeling discrepancies, insufficient specimen quantity, hemolysis, clotting, contamination, improper handling, or other pre-analytic specimen integrity issues attributable to Contractor services.

6.1.5.7. Contractor personnel shall follow the County-designated laboratory provider’s specimen collection requirements, collection manuals, tube handling procedures, and applicable order-of-draw protocols.

6.1.6. Contractor shall provide an appropriately trained supervisory phlebotomist to consult on or supervise difficult specimen collection attempts at SDCPH and Edgemoor DPSNF facilities when Contractor personnel are unable to obtain a specimen.

6.2. Response Times.

6.2.1. Contractor shall be monitored by County staff pursuant to response times.

6.2.2. Contractor shall respond to routine same-day specimen collection requests within the same calendar day.

6.2.2.1. Repeated failure to meet required response timeframes may be considered a performance issue and may constitute a breach of contract, subject to the determination of the COR.

6.2.3. Scheduled routine specimen collection services, including fasting draws, shall be performed within the mutually agreed-upon service window established by the County and Contractor.

6.2.4. Contractor shall promptly notify the requesting County facility of any anticipated delays or inability to meet requested response timeframes.

6.2.5. Repeated performance concerns related to service responsiveness or compliance with service requirements may be subject to corrective action requirements, as determined by the COR.

6.3. Dry runs and unsuccessful specimen collection attempts shall not be compensated by County. The exact number of dry runs is unknown and cannot be determined in advance; however, Contractor must anticipate that some service requests under this Contract may result in unsuccessful collection attempts.

6.4. Contractor shall develop relevant brochures in English and in Spanish and other threshold languages as appropriate, describing the program, and approved by the COR. Program brochures shall be dated and reviewed at least annually and updated as needed; any brochure updates/changes shall require COR approval prior to utilization. Digital publication may be used in lieu of brochures.

7. Licensure and Certification:

7.1. Contractor shall comply with all applicable State of California licensing and certification requirements, and

Contractor personnel performing phlebotomy services shall maintain all certifications required under California law for the collection of blood specimens using hypodermic needles and other specimen collection procedures in accordance with applicable California Business and Professions Code and California Code of Regulations requirements.

7.2. Contractor shall provide services using personnel who are appropriately licensed or certified under California law to perform phlebotomy and specimen collection services within the scope of services required under this Agreement.

7.3. Updated copies of applicable licenses and certifications shall be provided to the COR within fifteen (15) workdays following any change, renewal, suspension, restriction, or expiration occurring during the term of the Agreement.

7.4. Contractor shall provide current copies of all applicable certifications, licenses, registrations, insurance documentation and other compliance-related documentation applicable to services provided under this Agreement upon request by the County. Documentation may be requested to support regulatory, accreditation, credentialing, licensing, certification, patient safety, quality assurance, or survey activities, including but not limited to requirements associated with The Joint Commission (TJC), Centers for Medicare and Medicaid Services (CMS), California Department of Public Health (CDPH), Lanterman- Petris-Short (LPS) designation requirements, and other applicable oversight authorities.

7.5. Contractor shall notify the County's COR in writing within five (5) calendar days of any suspension, revocation, expiration, restriction, or other material change to any of the above licensures or accreditations.

7.6. Contractor shall provide at least one (1) training session per Contract term for Contractor personnel regarding specimen labeling procedures, specimen integrity requirements, chain-of-custody documentation, blood volume requirements, and County-designated laboratory procedures applicable to services provided under this Agreement.

8. Background Checks

8.1. Contractor shall conduct background checks on all staff working on assignment with this contract. The cost of such background check shall be borne by the contractor.

8.2. Background checks shall be by Livescan, or equivalent, and the contractor shall ensure that any employee supplied by the contractor has passed the required background check prior to working on assignment with this contract. If requested, proof of background clearance will be provided to the County. The County reserves the right to conduct additional clearances.

9. County Issued ID Badges

9.1. Contractor’s staff working at the SDCPH or Edgemoor DPSNF facility shall be issued a County…