REQUEST FOR QUOTES (RFQ) 13310

DEPARTMENT OF AGING & INDEPENDENCE SERVICES

HOME SAFE PROGRAM SERVICES

September 3, 2026

SMALL-LOCAL BUSINESS SET-ASIDE: In accordance with Board Policy A-87, the award of contracts resulting from this RFQ is reserved for Small-Local Businesses as defined in Board Policy B-53 Small-Local Business Policy (SLBP), which can be found at: B-53 Small-Local Business Policy (SLBP).

A. KEY INFORMATION

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

2. The County anticipates a contract term of an initial (base) period of one (1) year, with three (3) 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 John Shin, Procurement Contracting Officer, (John.Shin@sdcounty.ca.gov).

5. The County estimates the cost of services as $3,006,879 to $3,340,976 for the full four-year contract term.

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 September 17, 2026 prior to 5:00 p.m.

Quotes due October 1, 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://codelibrary.amlegal.com/codes/san_diego/latest/sandiego_board/b_53__small__local__business__policy_(_s_l_b_p) https://sdbuynet.sandiegocounty.gov/

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13310

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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:

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:

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

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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.

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

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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 10.1.1 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 10.1.1 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 10.1.3 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

10.1 and 10.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these provisions.

HOME SAFE PROGRAM SERVICES

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/

HOME SAFE PROGRAM SERVICES

C. SUBMITTAL ITEMS

Offeror’s response to these Submittal Items shall be no more than ten (10) pages, excluding the response to the questionnaire.

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)

• Required for all Offerors. The award of contracts resulting from this RFQ is reserved for Small-Local Businesses as defined in Board Policy B-53. To be considered for award, Offeror must successfully certify that they qualify as a Small-Local Business.

• 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 Minimum Qualifications: Offerors must meet the minimum qualifications below for proposal to be evaluated.

Provide responses for the following:

2.1.1 Confirm (YES/NO) that Offeror has relevant experience in mitigating housing insecurity for individuals at risk of homelessness.

YES ☐ NO ☐

2.1.1.1 If yes, please provide a narrative describing such experience.

2.1.2 Confirm (YES/NO) that Offeror has relevant experience providing case management services to individuals.

2.1.2.1 If yes, please provide a narrative describing such experience.

2.1.3 Confirm (YES/NO) that Offeror has relevant experience working with older adults and /or dependent adults on their specific needs.

2.1.3.1 If yes, please provide a narrative describing such experience.

2.2 Experience: Offeror is not required to meet all items below for proposal to be evaluated. Provide responses for the following:

2.2.1 Confirm (YES/NO) that Offeror has relevant experience delivering short-term financial assistance to clients at risk of homelessness.

2.2.2 Confirm (YES/NO) that Offeror has relevant experience working with Adult Protective Services (APS) or similar adult services programs.

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

2.2.3 Confirm (YES/NO) that Offeror has relevant experience utilizing the Homeless Management Information Systems (HMIS), including maintaining a current HMIS license.

2.2.4 Confirm (YES/NO) that Offeror has relevant experience operating under Housing First principles and progressive engagement models.

2.2.5 Confirm (YES/NO) that Offeror has relevant experience establishing and maintaining landlord networks to secure affordable housing.

2.2.6 Confirm (YES/NO) that Offeror has relevant experience connecting clients to community resources including behavioral health, legal assistance, and public benefits programs.

2.2.7 Confirm (YES/NO) that Offeror has relevant experience Participating in multidisciplinary team (MDT) meetings with County or other government staff.

2.2.8 Confirm (YES/NO) that Offeror has relevant experience conducting housing risk assessments and developing individualized service plans.

2.3 If YES to any of the above, please describe experience.

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

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

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

2.4.3 Hourly and salary range.

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

2.5 Provide two (2) business references for whom your organization has provided services of a scope similar to the County requirements. Detail:

2.5.1 Customer /Agency

2.5.2 Dates of services provided

2.5.3 Contact Name, Position

2.5.4 Contact Business/ Email/ Business telephone number

2.5.5 Short description of the work/project

2.6 Confirm (YES/NO) that Offeror can meet the requirements outlined in the Exhibit A - Statement of Work.

2.6.1 If yes, please describe the Offeror’s program design to achieve each objective and requirements within the Exhibit A- Statement of Work.

2.7 Confirm (YES/NO) that Offeror is a Small-Local Business as defined in Board Policy B-53 and Board Policy B- 39a.

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 6.11.

2.9 Describe the specific measures you have implemented to promote diversity and inclusion within your organization.

2.10 Describe any organizational practices the Offeror has implemented that support sustainability and community equity.

2.11 Provide an action plan for program implementation. Include start dates and completion dates for all the actions leading up to a fully functioning program. Plans 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. The County plans to award a contract for services to start on January 1, 2027. Make sure to include your recruitment plan to ensure that enough positions are filled to perform the SOW, and plan for obtaining a Homeless Management Information System (HMIS) license if you do not already have one.

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, please confirm that Offeror understands this is the only compensation offeror will receive for work performed, and shall be all inclusive over any overhead costs, or items not itemized in the Payment Schedule.

YES NO

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):

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.

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)

E. STATEMENT OF WORK

1. Scope of Work

Contractor shall provide short term housing stabilization services, which may include advocacy, resolving barriers, short-term financial assistance, and other support services, to clients of Adult Protective Services (APS), operated by the County of San Diego (County) Health and Human Services Agency, Aging & Independence Services (AIS), who are victims of abuse, neglect, financial exploitation, or self-neglect, who are at risk of homelessness or have recently experienced homelessness. Contractor shall work closely with County staff and participate in APS Multidisciplinary Team (MDT) meetings with County staff and social service and criminal justice partners as needed to discuss case planning and coordinated interventions and provide status updates on Home Safe participants.

2. Background

Funded by the California Department of Social Services (CDSS), Home Safe establishes a homeless-prevention demonstration program for victims of elder abuse and neglect served by County-run APS. Throughout California, APS workers are finding that older adults and adults with disabilities who are victims of abuse, including self-neglect, are at risk of losing their housing and experiencing homelessness. APS programs are uniquely positioned to help individuals in moments of crisis but currently do not have the funding or staffing to perform short-term and long-term case management, advocacy, and support services needed to alleviate or reduce housing insecurity in this population.

Home Safe allows County APS to intervene at the time of the crisis to prevent homelessness among victims of abuse and neglect. Home Safe builds on best practices and evidence-based principles of homelessness prevention and diversion. A 2021 needs assessment on the impact of homelessness prevention programs found that more than half of older adults report that financial hardship is a leading driver of homelessness among older adults in San Diego County, and that providing modest financial assistance to individuals and/or families most at risk of homelessness reduced their likelihood of experiencing homelessness (Serving Seniors Senior Homelessness: A Needs Assessment – September 2021). Older or dependent adults who experience homelessness later in life are particularly at risk of falling ill and using high-cost emergency rooms instead of less costly primary care (Brown et al., 2016).

Individuals who experience homelessness have significantly shorter life expectancies than individuals who are housed. Preventing victims of elderly and dependent abuse and neglect from experiencing homelessness will not only save taxpayer dollars; it will save lives.

3. Goals

3.1. Contractor shall provide short-term housing stabilization services to APS clients referred by the County.

Examples of housing stabilization services and assistance may include, but are not limited to, the following:

3.1.1. provision or connection to legal assistance

3.1.2. eviction prevention

3.1.3. tenant education

3.1.4. credit repair

3.1.5. cleaning services

3.1.6. hazard removal

3.1.7. assistance with hoarding

3.1.8. home repairs or modifications

4. Objectives

4.1. Outcome Objectives:

4.1.1. Seventy-five percent (75%) of clients referred to the Home Safe program will no longer be at risk of homelessness within three (3) months from initial referral, as documented through Homeless Management Information System (HMIS) data and contractor progress tracking.

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4.1.2. Seventy-five percent (75%) of clients referred to the Home Safe program will maintain housing at the twelve (12) month follow-up interval.

5. Focus Population and Geographic Service Area

5.1. Focus Population: Contractor shall provide services to individuals, age sixty (60) and above and dependent and disabled adults aged eighteen (18) or over, who have been determined eligible and referred for Home Safe services by County staff.

5.2. Geographical/Regional Service Area(s): Contractor shall provide services to eligible individuals from any area of San Diego County.

6. General Requirements for Service Delivery

6.1. Staff shall have experience in mitigating housing insecurity, case management, and working with older adults and dependent adults and their specific needs.

6.2. Contractor shall provide housing navigation and case management services with the goal of stabilizing the client’s housing situation.

6.3. Contractor shall provide as-needed short-term financial assistance to avert housing instability.

6.4. Contractor shall operate consistently with "Housing First" principles, which include connecting individuals to housing support immediately and without preconditions. Services shall be voluntary, client choice shall be respected, and applicants shall not be rejected on the basis of income, past evictions, substance use, or other behaviors that may indicate lack of "housing readiness."

6.5. Contractor shall follow progressive engagement model principles, which include err on screening in, not out;

complete "warm" handoffs when referring to other programs; and, at case closure, providing every client with a plan to increase housing stability and knowledge of who to call in a future housing crisis.

6.6. Contractor shall use a housing assessment tool approved by AIS for each client at risk of homelessness and for clients experiencing housing instability to assess their housing needs and prioritize based on vulnerability.

6.7. Contractor shall ensure all eligible people are entered into the Homeless Management Information System

(HMIS).

6.7.1. Contractor shall maintain a current license to utilize and enter data into HMIS.

6.7.2. Contractor shall input all required Home Safe data into the HMIS system at the time services are provided.

6.8. Contractor shall establish a network of landlords, or access existing networks of landlords, who provide affordable housing and can accommodate needs of older adults.

6.9. Contractor shall establish a network of community organizations providing common and essential services (e.g., legal assistance, mental health, emergency shelters, public housing, Medi-Cal, Social Security, CalFresh, Veterans Affairs, law enforcement, etc.) and establish relationships to expedite services.

6.10. Contractor shall develop and maintain a secure method for tracking client case notes, client and collateral contacts, and demographic data.

6.11. Cultural Competence and Diversity: Contractor shall support AIS 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 Contracting Officer’s Representative (COR) annually. All services provided shall be oriented to meet the linguistic and cultural needs of the diverse clients to be served.

7. Specific Requirements for Service Delivery

7.1. Referral and Assessment:

7.1.1. Contractor shall accept referrals from APS via secure emails and coordinate with the assigned APS worker within three (3) business days to schedule a warm handoff. Contractor shall contact client within one (1) week of receiving a referral from APS.

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7.1.2. Contractor shall make every effort to engage clients, recognizing that clients may have resistance to receiving services even after agreeing to a Home Safe referral.

7.1.3. Contractor shall schedule and perform a joint visit with the client and the designated APS worker within one (1) week of making initial contact with the client, unless otherwise scheduled with APS to accommodate the client's needs. These visits shall be in the client's preferred location.

7.1.4. Contractor shall complete a housing risk assessment and develop a service plan with the client to identify steps to reduce housing insecurity.

7.1.4.1. Contractor shall use the PR-VI-SPDAT or VI-SPDAT as part of the assessment and enter client and PR-VI-SPDAT or VI-SPDAT data into the HMIS.

7.1.5. A service plan shall be made in collaboration and agreement with the client and include all efforts and assistance.

7.1.6. If housing risk assessment or other facts reveal the individual is not eligible for Home Safe, Contractor shall take reasonable steps to connect the individual to other available resources in the community.

7.1.7. If it is determined, in collaboration with the client, that there is a safe place to re-house the client outside of San Diego County, Contractor shall work with the APS Liaison(s) to transfer services to that county to assist client in relocation and connection to services in that community.

7.1.8. Contractor shall assess client income and expenditures to determine ways to increase client income and reduce expenditures.

7.1.9. Contractor shall ensure that clients will no longer be at risk of homelessness within three (3) months of receiving referral from APS. If a client is still at risk of homelessness beyond three (3) months, Contractor shall meet with County to identify a plan to ensure client remains housed.

7.2. Short Term Case Management:

7.2.1. Contractor shall provide the following case management services, as needed:

7.2.1.1. Assist clients in applying for other public assistance services and benefits to support housing stability, including assistance in accessing rent relief programs.

7.2.1.2. Screen for eligibility for other eligible assistance programs (CalFresh, Medi-Cal, energy bill assistance, etc.) and assist with completing applications.

7.2.1.3. Assist clients in accessing physical and behavioral health services, and advocacy programs, such as Housing Disability Advocacy Program (HDAP) to further support housing stability.

7.2.1.4. Assist clients in securing affordable housing options which may include but are not limited to Skilled Nursing Facilities, Residential Care Facilities for the Older Adults, Adult Residential Facilities, Independent Living Facilities, rental apartments, and shared housing programs.

7.2.1.5. Advocacy with landlords or others to maintain housing availability, including providing resources to appropriate housing and locating available rental housing.

7.2.1.6. Locate and provide access to emergency housing throughout San Diego County to mitigate housing crisis.

7.2.1.7. Evaluate and secure admittance to a licensed facility.

7.2.1.8. Provide referrals or links to services that may help maintain housing long-term. Contractor shall assist clients with applications for permanent housing vouchers/subsidies, accessing residential care options, or referrals to other local housing resources through the coordinated entry system.

7.2.1.9. Refer participants in Home Safe who are experiencing homelessness and require supportive housing to the Continuum of Care (CoC) for longer term services to promote housing stability, per WIC Section 15771 (c)(2)(F),

7.2.1.10. Assist with move-in, setting up utilities, acclimating to neighborhood, and accessing local transportation options.

HOME SAFE PROGRAM SERVICES

7.2.1.11. Provide enhanced case management which shall include motivational interviewing and trauma-informed care to help the individual recover from elder abuse, neglect, and/or financial exploitation.

7.2.2. All efforts and assistance shall be noted and included in each individual’s service plan.

7.2.3. Contractor shall maintain regular in-person and phone contact with the client. In-person and phone contact must occur no less than once every fifteen (15) days or more frequently depending on the service plan and level of housing insecurity.

7.2.3.1. Contractor shall maintain regular in-person and phone contact with the designated County staff.

7.2.3.2. Contractor shall respond to calls and emails from County staff within one (1) business day.

7.2.4. Multidisciplinary case reviews:

7.2.4.1. Contractor shall attend MDT meetings every two (2) weeks with County staff. Contractor shall present all cases that are closing, cases needing further review, and cases that have been open three (3) months or longer. MDT will determine if it is appropriate to keep the case open or consider closure.

7.2.4.2. Contractor shall attend APS Cross Regional MDT meetings as needed to best serve the clients. Contractor shall present complex or challenging client situations for case consultation.

The membership of the Cross Regional MDT shall provide input and guidance regarding possible courses of action.

7.2.4.3. Contractor shall attempt a six (6)-month and twelve (12)-month follow-up (preferably in person) with the client after services have ended and shall report outcomes of follow-up to the County.

7.2.5. Six (6)-month follow-ups will be completed six (6) months after the program exit date and will be completed no sooner than five (5) months and three (3) weeks after the Home Safe case closure date and no more than eight (8) months after the Home Safe case closure date.

7.2.6. Twelve (12)-Month Follow-Ups will be completed twelve (12) months after program exit will be completed no sooner than eleven (11) months and three (3) weeks after the Home Safe case closure date and no later than fourteen (14) months after the Home Safe case closure date.

7.3. Short Term Financial Assistance:

7.3.1. Contractor shall provide housing-related financial assistance per the CDSS fund categories as needed.

The CDSS fund categories include: rental subsidies, security deposits, landlord incentives, utility payments, temporary housing, move-in costs, home habitability/accessibility, and other direct assistance.

7.3.2. Any single purchase or intervention exceeding $4,000 for a client must be pre-approved by County APS Program Manager.

7.3.3. Contractor shall develop and implement a process for the distribution of financial assistance to program vendors and landlord payments within twenty-four (24) hours of request.

7.3.4. Contractor shall develop a financial assistance application and award process including prioritization, in the event that the Contractor receives more referrals for assistance than funding can accommodate.

Prioritization must be consistent with evidence-based housing practices, including Housing First, and not on a first-come, first-served basis.

7.3.4.1. Financial assistance shall be provided to address barriers and needs related to reducing or alleviating housing insecurity.

7.3.4.2. Contractor shall develop a process to assess client’s financial assistance needs consistent with a progressive engagement approach, and to determine fund allocation, such as a documentation of justified expenditures, and collect receipts.

7.3.4.3. Contractor shall, on a quarterly basis, evaluate fund utilization to maximize the number of clients served.

HOME SAFE PROGRAM SERVICES

7.3.4.4. Emergency financial assistance shall support individuals during the referral process for long-term assistance.

7.3.5. New uses of funding, in addition to traditional rental subsidies: Home Safe funding may also be used to support Home Safe clients with shallow rent subsidies until another stream of assistance is available. Funds may also be used as bridge funding for longer-term care including use to provide enriched supportive services or auxiliary services in residential adult and senior care facilities when other funding is not available for this use. Higher care placements may include permanent supportive housing with intensive supportive services, Adult Residential Facilities (ARFs), Residential Care Facilities for Older Adults (RCFEs), and skilled nursing facilities consistent with Olmstead principles.

8. Data Collection and Reporting Requirements

8.1. 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 fifteenth (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.

8.1.1. Contractor shall submit a categorical fund expenditure report. The report shall provide a breakdown of short-term financial assistance expenditures by CDSS fund category and shall be submitted with the monthly invoice by the 15th of each month.

8.2. Contractor shall submit reports to APS program staff and APS Program Manager on or before the fifth (5th) of the following month.

8.2.1. Contractor shall submit complete monthly data summaries on number of clients served by the program, client outcomes, demographic, six (6) and twelve (12)-month client follow-up attempts and outcomes, and complete routine reporting requirements. Report should include each client’s progress towards being/remaining housed within three (3) months to meet the seventy-five percent (75%) minimum overall program requirement.

8.2.2. All data corrections for the previous month’s data are due to the County by the 25th of each month.

8.2.3. As needed, additional data reporting may be required by the State.

8.2.4. At the end of each contract year, Contractor shall provide a narrative report inclusive of all client outcomes, identification of gaps, barriers to providing services, and other reporting metrics requested by the County.

8.3. Contractor shall input all required Home Safe data into the HMIS system within one week of services being provided.

9. Definitions

9.1. "Adult protective services" means those activities performed on behalf of elders and dependent adults who have come to the attention of the adult protective services agency due to potential abuse or neglect.

9.2. "Eligible Individual" means an individual that, at a minimum, meets the following conditions:

9.2.1. Is an APS client.

9.2.2. Is facing housing insecurity that may put them at risk of homelessness or is experiencing homelessness because of elder or dependent abuse, neglect, self-neglect, or financial exploitation, as determined by APS.

9.2.3. Voluntarily agrees to participate in the program.

9.2.4. Is assessed by APS worker using Home Safe Initial Screening and Referral Form and determined to be appropriate for referral to Home Safe.

9.3. "People experiencing homelessness or at risk of homelessness" means any of the following:

9.3.1. A person who lacks a fixed or regular night-time residence and either of the following applies:

mailto:AIS.Contracts.HHSA@sdcounty.ca.gov

HOME SAFE PROGRAM SERVICES

9.3.1.1. The person has a primary nighttime residence that is a supervised publicly or privately-operated shelter, hotel, or motel, designed to provide temporary living accommodations.

9.3.1.2. The person resides in a public or private place not designed for human habitation.

9.3.2. A person who is in receipt of a judgement for eviction, as ordered by the court.

9.3.3. A person who has received a pay rent or quit notice or who will otherwise imminently lose their primary nighttime residence, if all the following are true:

9.3.3.1. The right to occupy his or her current housing or living situation will be terminated within 21 days after the date of application for assistance, or there is credible evidence that they are at imminent risk of receiving a termination notice, as documented in his or her APS case plan.

9.3.3.2. A subsequent residence has not been identified or secured, including, but not limited to, an individual exiting a medical facility, long-term care facility, prison, or jail.

9.3.3.3. The individual lacks the resources or support network, including but not limited to, family, friends, or faith-based or other social network, needed to obtain other permanent housing.

9.3.4. A person who has a primary nighttime residence or living situation directly associated with a substantiated report of abuse, neglect, or exploitation that poses an imminent health and safety risk, and the person lacks the resources or support network needed to obtain other permanent housing.

9.4. "Multidisciplinary team" means any team of two or more persons who are trained in the prevention, identification, management, or treatment of abuse of elderly or dependent adults and who are qualified to provide a broad range of services related to abuse of elderly or dependent adults.

9.5. Vulnerability Index-Service Prioritization Decision Assistance Tool (VI-SPDAT) is primarily a triage tool for assessing immediate needs in homelessness services and was developed to quickly assess the immediate needs of individuals experiencing homelessness.

9.6. Continuum of Care is a Housing and Urban Development (HUD)-led program that coordinates community-wide efforts to prevent and end homelessness by providing funding, services, and permanent housing solutions.

F. PAYMENT SCHEDULE

INITIAL TERM: JANUARY 1, 2027-DECEMBER 31, 2027

Reference

SOW

Description

Estimated Annual

Quantity* Unit of Measure Rate Extended Price

6, 8 Home Safe Program Administration, monthly unit. 12 Monthly

7.2 Short-Term Case Management

700 Per client, per month

7.2 Completed Follow-Up Contact After Case

Closure (at six and twelve-months) 450 Unit

Not-to-Exceed Amount $

7.3 Passthrough Payments:

Short-Term Financial Assistance**

$500,000

Not-to-Exceed Amount $500,000

TOTAL $

*Estimated annual quantities provided are for the purposes of RFQ proposal submission only.

** Any single purchase or intervention exceeding $4,000 for a client must be pre-approved by County APS Program Manager.

All services shall be billed at the price per unit figure listed on the Payment Schedule. Payment will be for actual services

OPTION YEAR 1: JANUARY 1, 2028-DECEMBER 31, 2028

Annual

Quantity* Unit of Measure Rate Extended Price

6, 8 Home Safe Program Administration, monthly unit. 12 Monthly

7.2 Short-Term Case Management

** Any single purchase or intervention exceeding $4,000 for a client must be pre-approved by County APS Program Manager.

All services shall be billed at the price per unit figure listed on the Payment Schedule. Payment will be for actual services

OPTION YEAR 2: JANUARY 1, 2029- DECEMBER 31, 2029

Annual

Quantity* Unit of Measure Rate Extended Price

6, 8 Home Safe Program Administration, monthly unit. 12 Monthly

7.2 Short-Term Case Management

** Any single purchase or intervention exceeding $4,000 for a client must be pre-approved by County APS Program Manager.

All services shall be billed at the price per unit figure listed on the Payment Schedule. Payment will be for actual services

OPTION YEAR 3: JANUARY 1, 2030-DECEMBER 31, 2030

Annual

Quantity* Unit of Measure Rate Extended Price

6, 8 Home Safe Program Administration, monthly unit. 12 Monthly

7.2 Short-Term Case Management

** Any single purchase or intervention exceeding $4,000 for a client must be pre-approved by County APS Program Manager.

All services shall be billed at the price per unit figure listed on the Payment Schedule. Payment will be for actual services

TOTAL ALL YEARS

Initial Term: January 1, 2027- December 31, 2027 $

Option Year 1: January 1, 2028- December 31, 2028 $

Option Year 2: January 1, 2029- December 31, 2029 $

Option Year 3: January 1, 2030- December 31, 2030 $

TOTAL FOR ALL YEARS $

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.

COUNTY CONTRACT NUMBER [#Insert Number]

AGREEMENT WITH [#CONTRACTOR’S NAME] FOR HOME SAFE PROGRAM SERVICES

Contract: ###### Page 20 of 43 Services Template: rev 4/15/2026 v6.3

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 Safe Program Services.

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…