REQUEST FOR QUOTES (RFQ) 13275

DEPARTMENT OF AGING & INDEPENDENCE SERVICES

HOME AND COMMUNITY-BASED CARE SERVICES – MONEY MANAGEMENT

June 18, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking quotes from firms interested in providing Home and Community-Based Care Services – Money Management (“Offerors”).

2. The County anticipates a contract term of an initial (base) period of one (1) year anticipated to begin September 1, 2026, through August 31, 2027 with three (3) one-year option periods through August 31, 2030.

3. The contract will be federally funded (CA Department of Aging – Title IIIB and MSSP). Funding for this program is ongoing. The estimated annual contract amount is $25,000 for a total contract amount not to exceed $100,000.

4. 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.

5. The Contracting Officer for this solicitation is Kashif Shaheed, Procurement Specialist, kash.shaheed@sdcounty.ca.gov.

6. Schedule: This timeline is subject to change at any time, at the County’s sole discretion. The County will issue an addendum for changes to the Questions due date, or Quote due date.

Event Description Date and Time (San Diego Time) Questions due June 30, 2026 prior to 5:00 p.m.

Quotes due July 17, 2026 prior to 5:00 p.m.

7. Questions:

7.1. 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.

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

8. 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:kash.shaheed@sdcounty.ca.gov

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13275

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

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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.

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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.

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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/

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C. SUBMITTAL ITEMS

Offeror’s response to these Submittal Items shall be no more than twenty (20) 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

2.1 Confirm (YES/NO) that the Offeror has experience with the following:

2.1.1 Developing a money management plan to ensure long-term stability for individuals who are at risk of institutionalization or out of home placement.

YES ☐ NO ☐

2.1.2 Financial management planning.

YES ☐ NO ☐

2.1.3 Performing substitute payee functions.

YES ☐ NO ☐

2.1.4 Paying bills, including assistance with online bill payment.

YES ☐ NO ☐

2.1.5 Reconciling and rectifying bank statements.

YES ☐ NO ☐

2.1.6 Organizing medical and other statements and correspondence.

YES ☐ NO ☐

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

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2.1.7 Providing assistance to ensure that the client is free from financial abuse and manipulation.

YES ☐ NO ☐

2.1.8 Experience working with California Department of Aging funding source requirements.

YES ☐ NO ☐

2.1.9 Experience with Medi-Cal financial eligibility.

YES ☐ NO ☐

2.1.10 If yes to any of the above, please describe experience.

2.2 Confirm (YES/NO) that your Organization is able to meet the requirements outlined in the Statement of Work.

YES ☐ NO ☐

2.2.1 If yes, please describe the Offeror’s program design to achieve each objective and requirement within the Exhibit A.

2.3 Confirm (YES/NO) that Offeror has a physical office site and staffing within San Diego County.

YES ☐ NO ☐

2.3.1 If yes, please list office address(es).

2.4 Confirm (YES/NO) that service locations will be open the following days and hours: Monday through Friday 8:00am to 5:00pm.

YES ☐ NO ☐

2.5 Confirm (YES/NO) that service locations are accessible via public transportation and shall comply with the requirements of the Americans with Disabilities Act.

YES ☐ NO ☐

2.6 Provide a job description for all staff positions in the proposed program (including administrative and direct service):

2.6.1 Position title and requirements which may include skills, education, experience, and certifications.

2.6.2 Position description including, decision authorities, reporting responsibilities, and duties.

2.6.3 Hourly and salary range.

2.6.4 If position is not full-time, identify the portion of a full-time position, such as 0.75, 0.5, etc.

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

2.7.1 Reference organization’s name and purpose.

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

2.7.3 Contact person representing the reference organization, title, phone number and e-mail address.

The reference contact person must be familiar with the Offeror, and the Offeror’s relevant experience and performance.

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

2.7.5 A summary narrative of the applicable work provided; fee and agreement term for the work; if the program’s service was completed within the original agreement fee and term (explain reasons for any fee increase and delays); problems encountered and resolutions; agreement objectives and results. Explain how the experience could be beneficially applied to this project.

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

2.8 Describe how the Offeror will demonstrate cultural responsiveness in the program design and ensure staff is culturally responsive and sensitive when serving clients with diverse backgrounds, as referenced in Scope of Work (SOW) section.

2.9 Provide an action plan for program implementation. Include start dates and completion dates for all the actions leading up to a fully functioning program. Plan should include required strategies employed, responsibilities (persons, organizations, and agencies), dependencies (actions which must be completed before subsequent actions may be initiated or completed), and milestones (significant actions and dates in the implementation) with dates and weeks beginning with Offeror receiving Notice of Intent to Award (NOI) of the Agreement. The County plans to award a contract for services to start on July 1, 2026. Make sure to include your recruitment plan to ensure that enough positions are filled to perform the SOW.

2.10 If Offeror plans to use subcontractors, please provide the following:

2.10.1 Fully identify each subcontractor by providing the organization’s name, address, specific region(s) they will serve, and their experience serving the target population.

2.10.2 Describe the specific services the subcontractor(s) will provide, list the specific program requirements to be met by the subcontractor(s).

2.10.3 Describe how the services provided by the subcontractor(s) will be monitored and evaluated to ensure that all services have been implemented per the SOW.

2.10.4 Specify the type of contract or agreement and whether the subcontractor(s) have committed to the agreement.

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

3. EXHIBIT 3 - COST/PRICE EXHIBIT

3.1 Submit a completed Payment Schedule

3.2 Confirm (YES/NO) that Offeror understands that prices are firm fixed for the term of this contract and cannot be increased at any time. In addition to this, please confirm Offeror understands this is the only compensation Offeror will receive for work performed, and shall be all inclusive of any overhead costs, or items not itemized in Exhibit C.

YES ☐ NO ☐

4. EXHIBIT 4 – ACCEPTANCE OF TERMS AND CONDITIONS

4.1 The Terms and Conditions have been provided as part of the RFQ. Offeror should respond to these documents including Terms and Conditions and Definitions in the RFQ, in accordance with the procedures and format set forth below.

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.

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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

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D. REQUIRED FORMS

(RESERVED)

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E. STATEMENT OF WORK

1. SCOPE OF WORK/PURPOSE

The Home and Community-Based Services (HCBS) Program arranges for a home and community-based system of authorized services for older adults at risk of out of home placement, allowing them to receive care in their homes or communities rather than in institutional settings. The Money Management program provides non-fiduciary assistance to clients through activities related to managing money and effective handling of personal finances. Contractor shall provide authorized Money Management services to clients referred by Health and Human Services Agency (HHSA) Aging & Independence Services (AIS) staff.

2. BACKGROUND INFORMATION

2.1. AIS is a federally designated regional Area Agency on Aging and the focal point on matters concerning older adults and people living with disabilities. AIS is an essential resource for over 710,000 San Diego County residents aged 60 and older, a population that is expected to reach an estimated 824,500 by 2030. AIS provides assistance, information, referrals, and support to older adults, people living with disabilities, and their caregivers to help keep them safe in their homes.

2.2. Live Well San Diego Vision: The County of San Diego (County) Health and Human Services Agency (HHSA), supports the Live Well San Diego vision of Building Better Health, Living Safely, and Thriving.

Live Well San Diego, developed by the County of San Diego, is a comprehensive, innovative regional vision that combines the efforts of partners inside and outside County government to help all residents be healthy, safe, and thriving. All HHSA partners and contractors, to the extent feasible, are expected to advance this vision. Building Better Health focuses on improving the health of residents and supporting healthy choices.

Living Safely seeks to ensure residents are protected from crime and abuse, neighborhoods are safe, and communities are resilient to disasters and emergencies. Thriving focuses on promoting a region in which residents can enjoy the highest quality of life. Information about Live Well San Diego can be found on its website dedicated to the vision: http://www.LiveWellSD.org

2.3. Requirements, deliverables, and measurable outcomes in Exhibit A: Statement of Work that support Live Well San Diego may be found in the following sections: 4 through 6.

2.4. A Trauma-Informed System: The County of San Diego Health and Human Services Agency (HHSA) is committed to becoming a Trauma-Informed System as part of its effort to build a better service delivery system. All programs operated and supported by HHSA shall be part of a Trauma-Informed System, which includes providing trauma-informed services and maintaining a trauma-informed workforce. It is an approach for engaging individuals – staff, clients, partners, and the community – and recognizing that trauma and chronic stress influence coping strategies and behavior. Trauma-informed systems and services minimize the risk of re-traumatizing individuals and/or families, and promote safety, self-care, and resiliency. Trauma- Informed Principles include:

• Understanding trauma and its impact to individuals. Promoting safety.

• Awareness of cultural, historical, disability, and gender issues, and ensuring competence and responsiveness.

• Supporting consumer empowerment, control, choice, and independence.

• Sharing power and governance (e.g. including clients and staff at all levels in the development and review of policies and procedures).

• Demonstrating trustworthiness and transparency.

• Integrating services along the continuum of care.

• Believing that establishing safe, authentic, and positive relationships can be healing.

• Understanding that wellness is possible for everyone.

3. GOAL

http://www.livewellsd.org/

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As part of the HCBS program, Money Management services assist with planning and organizing financial resources to ensure long-term stability for individuals who are at risk of institutionalization or out of home placement.

4. FOCUS POPULATION AND GEOGRAPHIC SERVICE AREA

4.1. Contractor shall provide money management services to individuals assessed as eligible by AIS staff for case management services in one of the following AIS program(s):

4.1.1. Linkages. Linkages serves functionally impaired and disabled adults who are age eighteen (18) years and older, at risk of institutionalization and ineligible for other case management programs.

4.1.2. Multipurpose Senior Services Program (MSSP). MSSP is a program for older adults age sixty-five (65) years and older, eligible for Medi-Cal, and at risk of institutionalization.

4.1.3 Senior Options, Advocacy and Referral (SOAR). SOAR serves frail older adults, age sixty

(60) years and older, who are at risk of nursing home placement and ineligible for other case management programs. The purchase of services is limited, and priority is given to minority and low-income older adults.

4.2 Contractor shall provide services to referred clients throughout San Diego County.

5. REQUIREMENTS FOR SERVICE DELIVERY

5.1. The Money Management program provides non-fiduciary assistance to clients through activities related to managing money and the effective handling of personal finances. Services may be provided by organizations or individuals specializing in financial management or performing substitute payee functions. Services include, but are not limited to, the following:

5.1.1. Paying bills, including assistance with online bill payment if preferred by client.

5.1.2. Reconciling and rectifying bank statements.

5.1.3. Organizing medical and other statements and correspondence.

5.1.4. Contacting appropriate parties to collect information on all sources of income, expenses and debts.

5.1.5. Providing assistance to ensure that the client is aware of financial abuse and manipulation and provide resources and assistance when abuse is discovered.

5.2. Contractor shall provide referred AIS services at the authorized frequency by AIS case manager.

5.3. If the Contractor is unable to provide the service for the authorized time and frequency, the Contractor shall notify the County immediately.

5.4. Contractor shall commence services at the scheduled appointment time. Failure to provide services at the scheduled appointment time will be considered noncompliant if this occurs without prior notice to the County.

5.5. There is no minimum charge allowed. Contractor will be reimbursed only if hours are authorized by a case manager prior to the services being provided. Contractor will be reimbursed for actual hours worked only.

5.6. No Shows: Instances may occur when Contractor attempts to provide a service authorized by AIS case management staff and is unable to provide the authorized service due to the client not being available (“No Show”). In this circumstance, Contractor shall direct staff to include two (2) hours on their timecard, note that the client was a “No Show,” and provide a brief explanation. Since the client was not available to sign the timecard, Contractor shall sign the timecard.

5.7. Cancellations: County will not reimburse for cancelled services that are communicated to the Contractor more than two (2) hours prior to the scheduled time and date of service. If cancellation is communicated less than two (2) hours prior to the scheduled time, Contractor shall direct staff to include two (2) hours on their timecard and provide a brief explanation. Since the client is not available to sign the timecard, Contractor shall sign the timecard. Contractor shall document communication received from the client regarding the cancellation. Contractor shall be responsible for documenting communication received from AIS Program staff regarding cancelled services and acknowledge receipt by telephone or email within 24 hours.

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5.8. Contractor shall train staff to identify and report any suspected elderly and dependent adult abuse pursuant to Welfare & Institutions Code (WIC) Sections 15600 et seq. Suspected incidents of abuse shall be immediately reported to the County at 1-800-339-4661.

5.9. Security Awareness Training. Contractor’s employees, volunteers and subcontractors handling Personal, Sensitive and Confidential Information (PSCI) shall complete information and privacy security training on an annual basis and sign a certification indicating the individual’s name and date on which the training was completed. Contractor shall maintain certificates of completion on file and provide them to the County upon request.

5.10. Grievance Procedure: Contractor shall develop a written grievance process for resolving clients’ questions and complaints pertaining to the program, inclusive of the complainant’s rights to privacy. The process shall be posted in a visible and accessible area. Homebound individuals shall be notified of the grievance process in writing. A copy of the grievance procedure shall be provided to the Contracting Officer’s Representative (COR) annually, and meet all requirements listed in Title 22 CCR 7400(a)(2)-(3).

5.11. Cultural Competence and Diversity: Contractor shall support the County of San Diego, Health and Human Services Agency, Aging & Independence Services through organizational and systematic practices demonstrating cultural competence and diversity. Contractor shall have an employee training plan that addresses these competencies and shall provide a copy to the COR annually. All services provided shall be oriented to meet the linguistic and cultural needs of the diverse clients to be served.

5.12. Contractor shall notify COR prior to any personnel change in key points of contact for program administration, including Contractor’s fiscal staff within one business day.

5.13. Contractor shall maintain a current business license. Contractor shall provide a copy of licenses to the COR upon request.

5.14. In the event that the Agreement is subject to termination or expiration, or potentially subject to termination or expiration, prior to providing any written or oral notification to clients regarding the Agreement’s status, the Contractor shall first obtain written approval from the County as to the form and content of the notification.

6. INVOICING AND REPORTING REQUIREMENTS

6.1. Contractor shall submit a claim form and a summary of supporting documentation (format approved by the

County) to the COR at AIS.Contracts.HHSA@sdcounty.ca.gov on or before the 15th of the following month per the Statement of Work and Exhibit C – Payment Schedule; with the exception of the June invoice, which shall be submitted in accordance with the fiscal year-end deadline communicated by the COR.

6.1.1. Invoices received more than ninety (90) days after the applicable month may require approval from the AIS HCBS Program Manager for payment. Payment may be reduced for late invoices which will be determined on a case-by-case basis

6.2. Contractor shall not bill the County and the County will not pay Contractor for services and/or materials/products that are covered by fees received by or on behalf of clients and/or funding received by or from any other source, including governmental contracts or grants, nor when the client is eligible and legally entitled to such services which the client would have received free of charge had the client not been referred by AIS case management staff. Examples of such services include, but are not limited to, Medi-Cal, Medi- Care, and Social Security Act services.

7. ACCESS TO REFERENCE AND RESOURCE DOCUMENTS

Contractor shall comply with all federal, state, and local laws and all applicable regulations, standards and policies and shall keep in effect any and all licenses, permits, notices, and certificates, as required

7.1 Links to authorizing statutes and Federal and State regulations: California Welfare and Institutions Code;

California Code of Regulations (CCR), Title 22, Division 18, California Department of Aging; California Retail Food Code; Older Californians Act; Older Americans Act; Code of Federal Regulations, United States Code, Title 42, chapter 35, Programs for Older Americans can be found on the California Department of Aging website at aging.ca.gov/Providers_and_Partners/Area_Agencies_on_Aging/Law_and_Regulations/ mailto:AIS.Contracts.HHSA@sdcounty.ca.gov https://www.aging.ca.gov/Providers_and_Partners/Area_Agencies_on_Aging/Law_and_Regulations/

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7.2 Information about budget requirements can be found at the Federal Office of Management and Budget (OMB) Administrative and Cost Policy Circulars at https://www.whitehouse.gov/omb/information-for-agencies/circulars/

7.3 California Department of Aging (CDA), information for programs and providers and Program Memos at aging.ca.gov/Providers_and_Partners/Area_Agencies_on_Aging/Program_Memos/

7.4 CDA provides a Data Dictionary that is to be used in determining a Unit of Service. The Data Dictionary can be downloaded at https://aging.ca.gov/download.ashx?lE0rcNUV0zbH0RyRaJFcKw%3d%3d

7.5 AIS Area Plan 2024-2028 for PSA 23 can be found at

https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/ais/APPROVED%20- %20PSA%2023%20Area%20Plan%202024-2028.pdf

7.6 AAA Policies and Procedures are available for viewing at County of San Diego Aging & Independence Services office 5560 Overland Avenue, San Diego, CA 92123.

https://www.whitehouse.gov/omb/information-for-agencies/circulars/ https://www.whitehouse.gov/omb/information-for-agencies/circulars/ https://aging.ca.gov/Providers_and_Partners/Area_Agencies_on_Aging/Program_Memos/ https://aging.ca.gov/download.ashx?lE0rcNUV0zbH0RyRaJFcKw%3d%3d https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/ais/APPROVED%20-%20PSA%2023%20Area%20Plan%202024-2028.pdf https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/ais/APPROVED%20-%20PSA%2023%20Area%20Plan%202024-2028.pdf

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F. PAYMENT SCHEDULE

1. COMPENSATION. Contractor shall be compensated based on the hourly rates identified in Exhibit C Section 2, Pricing for services ordered and authorized by County of San Diego Aging & Independence Services (AIS) case management staff and delivered by Contractor.

1.1. Hourly Rate

1.1.1. Hourly rates shall be “fully burdened” to include all Offeror’s estimated indirect and direct costs to provide the services, including mileage. Costs in addition to the hourly rate shall not be invoiced or paid.

1.1.2. There is no minimum charge allowed. Contractor will be reimbursed only if hours were authorized by a case manager prior to the services being provided. Holiday hours require a separate authorization by the case manager. Contractor will be reimbursed for actual hours worked only.

2. PRICING

INITIAL TERM: SEPTEMBER 1, 2026 – AUGUST 31, 2027

SERVICE

UNIT HOURLY RATE

ESTIMATED

ANNUAL NUMBER

OF SERVICE HOURS

TOTAL COST

FOR CONTRACT YEAR

Services per Exhibit A, Statement of Work, Section 3

$ 550 $

OPTION YEAR 1: SEPTEMBER 1, 2027 – AUGUST 31, 2028

SERVICE

UNIT HOURLY RATE

ESTIMATED

ANNUAL NUMBER

OF SERVICE HOURS

TOTAL COST

FOR CONTRACT YEAR

Services per Exhibit A, Statement of Work, OPTION YEAR 2: SEPTEMBER 1, 2028 – AUGUST 31, 2029

UNIT HOURLY RATE

ESTIMATED

ANNUAL NUMBER

OF SERVICE HOURS

TOTAL COST

FOR CONTRACT YEAR

Services per Exhibit A, Statement of Work, Contract: ###### Page 16 of 45 Services Template: rev 4/15/2026 v6.3

OPTION YEAR 3: SEPTEMBER 1, 2029 – AUGUST 31, 2030

UNIT HOURLY RATE

ESTIMATED

ANNUAL NUMBER

OF SERVICE HOURS

TOTAL COST

FOR CONTRACT YEAR

Services per Exhibit A, Statement of Work, PRICING SIMMARY

TERM ANNUAL TOTAL

(Not to Exceed)

INITIAL TERM: 09/01/2026 – 08/31/2027 $

COUNTY OPTION YEAR 1: 09/01/2027 – 08/31/2028 $

COUNTY OPTION YEAR 2: 09/01/2028 – 08/31/2029 $

COUNTY OPTION YEAR 3: 09/01/2029 – 08/31/2030 $

CONTRACT MAXIMUM AMOUNT $

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G. DRAFT AGREEMENT

The County’s contract with the successful Offeror(s) will be based upon the following Draft Agreement, structured as follows:

Draft Agreement Exhibit A – Statement of Work Exhibit B – Insurance Requirements Exhibit C – Payment Schedule

Exhibits A (Statement of Work) and C (Payment Schedule) will be added during contract finalization. Offerors will be deemed to have accepted the Draft Agreement and Statement of Work, except where Offeror has taken clear exception in its quote in accordance with and when provided for in the Submittal Items.

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This agreement (“Agreement”) is made and entered into effective as of the date of the last signature on the signature page by and between the County of San Diego, a political subdivision of the State of California (“County”) and [# enter full corporate title, business structure (obtain from contractor - e.g. “a California corporation,” “a California limited liability company,” “a California public benefit corporation”), located at (complete address)] (“Contractor”), with reference to the following facts:

RECITALS

A. Pursuant to the San Diego County Administrative Code section 401, the County’s Director of the Department of Purchasing and Contracting is authorized to award a contract for Home and Community-Based Care Services – Money Management.

B. Contractor is specially trained and possesses certain skills, experience, education, and competency to perform these services.

C. The Chief Administrative Officer made a determination that Contractor can perform the services more economically and efficiently than the County, pursuant to section 703.10 of the County Charter.

D. The Agreement shall consist of:

• This document,

• Exhibit A Statement of Work,

• Exhibit B Insurance Requirements, and

• Exhibit C Payment Schedule.

E. In the event of a conflict between any provisions of this Agreement, the following order of precedence shall govern: First (1st) this document; Second (2nd) Exhibit B; Third (3rd) Exhibit A; Fourth (4th) Exhibit C; and [# remove if not used] fifth (5th) Exhibit A-1.

NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

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ARTICLE 1

KEY PROVISIONS

1.1 CONTRACTOR: _____

1.2 SERVICES: Home and Community-Based Care Services – Money Management.

1.3 AGREEMENT TERM: The initial term of this Agreement shall begin on September 1, 2026 and end on August 31, 2027 (“Initial Term”).

1.4 OPTION TO EXTEND: The County shall have the option to extend the term of this Agreement for three (3) increments of one (1) year (each an “Option Period”), for a total of three (3) years beyond the expiration of the Initial Term, not to exceed August 31, 2030. This option shall be exercised at the sole discretion of the County with notification to Contractor in writing not less than thirty (30) days prior to an Option Period’s start date.

1.4.1 Options to Extend for One to Six Additional Months at End of Agreement. County shall also have the option to extend the term of this Agreement, in one or more increments, for a total of no less than one (1) and no more than six (6) calendar months (“Incremental Options”). The County may exercise each Incremental Option by providing written notice to Contractor no fewer than fifteen (15) calendar days prior to expiration of this Agreement. The rates in effect at the time an Incremental Option is exercised shall apply during the term of the Incremental Option.

1.5 COMPENSATION: Pursuant to Exhibit C, Article 4, and other applicable provisions of this Agreement, County agrees to pay Contractor a sum not to exceed [# write out amount] ($######) (“Maximum Agreement Amount”). [#optional] Furthermore, compensation for the Initial Term and any Option Periods shall not exceed the amounts shown for the Initial Term or that Option Period shown [# below/ in Exhibit C].

1.6 COR: The County designates the following individual as the Contracting Officer’s Representative (“COR”).

#Name and Title

#Address #Address

#Phone and email

1.7 CONTRACTOR’S REPRESENTATIVE: Contractor designates the following individual as the Contractor’s Representative.

#Name and Title #Address #Address

#Phone and email

ARTICLE 2

PERFORMANCE OF WORK

2.1 Statement of Work. Contractor shall perform the work described in the “Statement of Work” attached as Exhibit A to this Agreement, and by this reference incorporated herein, except for any work therein designated to be performed by County.

2.1.1 Evaluation Studies. Contractor shall participate as requested by the County in research and/or evaluative studies designed to show the effectiveness and/or efficiency of Contractor services or to provide information about Contractor’s project.

2.1.2 Health Insurance. If Contractor provides direct services to the public under this Agreement, Contractor shall ask if clients and any minor(s) for whom clients are responsible have health insurance coverage. If the response is “no” for client or minor(s) the Contractor shall refer the client to Covered California at https://www.coveredca.com/ or to 1-800-300-1506.

2.2 Standard of Performance. Contractor shall, in good and workmanlike manner and in accordance with the highest professional standards, at its own cost and expense, furnish all of the labor, technical, administrative, professional and all other personnel, all supplies and materials, equipment, printing, transportation, training, facilities, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by County, necessary or proper to perform and complete the work and provide the services required of Contractor by this Agreement.

https://www.coveredca.com/

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2.3 Contractor as Independent Contractor. Contractor is, for all purposes of this Agreement, an independent contractor. Neither Contractor nor any person engaged by Contractor to accomplish the work under this Agreement, including, without limitation, Contractor’s and its subcontractors’ employees, volunteers, officers, agents, consultants, and subcontractors (“Workforce”) shall be deemed to be employees of the County. Contractor shall perform its obligations under this Agreement according to the Contractor’s own means and methods of work, which shall be in the exclusive charge and under the control of the Contractor, and which shall not be subject to control or supervision by County except as to the results of the work. County hereby delegates to Contractor any and all responsibility for the safety of Contractor’s Workforce, which shall include inspection of property to identify potential hazards.