RFSQ-BHS-FY25-0176.pdf

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 1 of 23 Behavioral Health Training Services RFSQ Template Reviewed by County Counsel on 02/09/23

COUNTY OF SANTA CLARA, CALIFORNIA

ELECTRONIC REQUEST FOR STATEMENT OF QUALIFICATIONS (RFSQ)

FOR

BEHAVIORAL HEALTH TRAINING SERVICES

RFSQ-BHS-FY25-0176

ISSUE DATE:

01/09/2025

ELECTRONIC SUBMISSION OF RESPONSES ACCEPTED THROUGH:

03/01/2030

3:00 PM PACIFIC TIME

RFSQ END DATE:

6/28/2030 OR UPON RE-RELEASE

828 South Bascom Avenue, Suite 200

San José, California 95128

THIS RFSQ SOLICITATION REQUIRES ALL RESPONSES TO BE SUBMITTED ELECTRONICALLY

THROUGH EMAIL TO BHSD.SOLICITATIONS@HHS.SCCGOV.ORG. NO PAPER, FAX OR BIDDINGO

SUBMISSIONS WILL BE ACCEPTED – THESE SUBMISSIONS WILL BE DEEMED NONRESPONSIVE.

mailto:BHSD.SOLICITATIONS@HHS.SCCGOV.ORG

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 2 of 23

TABLE OF CONTENTS

SECTIONS

1. INTRODUCTION 3

2. SCHEDULE AND EXPLANATION OF EVENTS 7

3. CONDITIONS GOVERNING THE PROCUREMENT 11

4. OFFEROR’S SUBMISSION 16

5. EVALUATION, NEGOTIATIONS, AND AWARD PROCESS 21

APPENDICES

All applicable Appendices must be submitted with the Response as applicable:

Appendix A – Cover Sheet Appendix B – Evaluation Criteria and Qualifications Appendix C – Customer References Appendix D – Offeror’s Questionnaire Appendix E – Declaration Submittal Form Appendix F – California Public Records Act - Confidential Information Appendix G – Cultural Competence Form Appendix H – Offeror Specialties Form Appendix I – Designation of Subcontractors Appendix J Appendix K

Training Schedule Form Offeror’s Federal Employer Identification Number and License Information

ATTACHMENTS

The Attachments listed below are reference materials and do not have to be submitted with the Response.

Attachment A – Scope of Work Attachment B – Contracting Principles Attachment C – Sample Service Agreement Attachment D – Insurance Requirements for Professional Service Agreements Attachment E – Sample Work Order Proposal Request Form

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 3 of 23

I. INTRODUCTION

A. INVITATION

1. The County of Santa Clara (“County”) is seeking statements of qualifications (“Responses”) from qualified and experienced firms (hereafter “Offerors”) to provide a variety of health and professional training services which support County clinical staff and County-contracted Provider (CCP) staff.

2. This RFSQ is a two-phase solicitation process:

a. Phase One – Qualified Pool Establishment:

• Application Process: Offerors are invited to apply for one or more of the service categories specified in Appendix A, submitting their qualifications for each category of interest, to establish a single Qualified Pool (QP) of Offerors for the service categories listed in Table 1.

• Evaluation Approach: All Responses shall be evaluated, ensuring a comprehensive and holistic assessment of all potential Offerors, as outlined in Section II.C.5 of this

RFSQ.

• Outcome: Successful Offerors across various service categories shall be compiled into a single QP, which shall then be utilized in Phase Two to extend invitations for further engagement.

Table 1: Category Names

Category 1 Evidence Based Practice Trainings

Category 2 Cultural Humility and Ethnic Services Trainings

Category 3 2SLGBTQIA+ Affirming Care Trainings

Category 4 Quality Practice Trainings

Category 5 Collaborative Care Professional Trainings Refer to Appendix A for a sample of training services that fall under these categories.

b. Phase Two - Work Order Proposal Request (WOPR):

• Invitation to Submit Responses: When the County identifies a need for program training services, all Offerors in the QP are invited to submit detailed Responses through a WOPR.

• Response Review Process: An Evaluation Committee reviews the WOPR submissions to enable the selection of different Offerors for various projects, reflecting the diversity of training services required.

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 4 of 23

• Outcome: The County shall identify and engage the most suitable Offeror(s) for contract negotiations to provide the required services.

3. The County may update the QP as needed by adding new Offerors to the QP; refer to Table 3 for the evaluation schedule. New Offerors are invited to provide a response by the Offer Submittals Due dates listed in Table 3; Offerors already in the QP will not need to reapply, as they will remain on the QP through the RFSQ close as outlined in Table 2.

4. RULES OF ENGAGEMENT FOR MEMBERS IN THE QUALIFIED POOL

a. When the County identifies a need for program evaluator services, a WOPR, as referenced in Attachment E, shall be distributed to each Offeror in the QP. Specific instructions for WOPR responses shall be provided, including a designated date and time. The WOPR shall outline the project’s requirements.

b. The County shall evaluate completed and responsive WOPR proposals in accordance with the evaluation criteria, guidelines, and procedures specified in the WOPRs.

c. At its sole discretion, the County may award contracts to any Offeror in the QP based on future needs, available resources, and the County’s best interest. Multiple new contracts may be awarded, subject to successful negotiations.

• Refer to Attachment A, Scope of Work, for a detailed description of the service specifications and requirements.

d. Offerors awarded a contract shall provide program services in accordance with the ordinances and resolutions of the County Board of Supervisors and applicable County policies, procedures, directives, and guidelines.

e. The County reserves the right to contract with Offeror(s) in the QP as needs arise and may maintain the QP for a five (5)-year period for this purpose. However, being in the QP does not guarantee a contract, and the County reserves the right to terminate the QP at any time.

f. The County will continue to accept Offeror Responses throughout the RFSQ duration to qualify Offerors to the QP. In alignment with the established process, the County will continuously review and qualify additional Responses submitted by Offerors, as detailed in the evaluation schedule provided in Section II.A Table 3 of this RFSQ. If a newly added Offeror in the QP is awarded a contract, the Agreement Term shall be coterminous with the expiration of the QP.

g. If the RFSQ is reissued or amended to include new service categories, existing Offerors in the QP may apply for these additional categories through the WOPR response.

h. Prior to the end of the Agreement Term, the County may issue a new RFSQ to create a new QP. All Offerors in the existing QP shall be invited to respond.

5. CONTRACT TERMS

a. The approximate initial contract term is from July 1, 2025, up to and including, June 30, 2026. The BHSD may, at its sole discretion, elect to extend the initial contract term for

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 5 of 23 four (4) additional one‐year extensions, depending on Offeror’s satisfactory performance, availability of funding, and County needs.

b. New Agreements shall become effective upon the date of execution by the County.

Contracts shall expire at the end of the County contracting term of five (5) years or by the RFSQ term, whichever occurs earlier.

c. SUBCONTRACTS

Non-Medi-Cal services: For the purposes of this RFSQ, Offerors shall be permitted to subcontract for the services under this RFSQ that are not reimbursed or paid for under Medi-Cal, as described in the applicable Scope of Work.

6. BUDGET

a. The County shall determine final funding amounts for additional services based on factors including but not limited to:

1. Overall total cost to the County: Program Monitors shall review and assess responses received per program; the degree of the importance of cost shall vary with the degree of capacity, quality, and responsiveness of submissions in relation to County client needs.

• Funding levels for the program(s) are subject to change during the negotiation phase of the solicitation process or during the term of the contract.

• This RFSQ is contingent on the appropriation of sufficient future funding by the County for the services covered by this RFSQ. If funding is reduced or deleted for the purpose of this RFSQ, the County has the option to either cancel this RFSQ with no liability occurring to the County or to offer an addendum to the RFSQ that reflects the updated amount of funding.

2. Offerors with an active contract shall not be entitled to any payment by County Agreement except pursuant to validly executed contract and satisfactorily performed services. In each fiscal year of an active Agreement, the total amount actually expended by County hereunder (“annual expenditures”) may not exceed the amount allocated to the BHSD by the County Board of Supervisors and any other funding sources in the approved budgets. The County has the sole discretion to expend some, all, or none of such budgeted amount.

THIS RFSQ SOLICITATION REQUIRES ALL RESPONSES TO BE SUBMITTED ELECTRONICALLY

THROUGH EMAIL TO BHSD.SOLICITATIONS@HHS.SCCGOV.ORG. NO PAPER, FAX OR BIDDINGO

SUBMISSIONS WILL BE ACCEPTED – THESE SUBMISSIONS WILL BE DEEMED NONRESPONSIVE.

B. BACKGROUND

1. County of Santa Clara

Santa Clara County (SCC) is the sixth most populous county in California, with a population of 1.9 million people. SCC contains 168 distinct voting districts, 15 cities encompassing approximately 1,300 square miles, and a large concentration of electronics, information technology, research, and manufacturing firms. SCC is the fifth-largest county government in the state.

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 6 of 23

SCC’s governmental structure includes a decentralized mix of approximately 50 agencies and departments. The County provides public safety and justice, road construction and maintenance, parks and recreation, libraries, and environmental resource management services. It also operates "enterprise" programs, which charge fees to users for services. Two examples are the County Health System, which includes 3 hospitals, and the County airports.

The County acts as an agent of the State in administering health, social services, and criminal justice programs that are of statewide concern.

Policymaking and legislative authority are vested in the Board of Supervisors, which consists of an elected Supervisor from each of the County’s five districts. The Board’s responsibilities include passing ordinances and policies, adopting the budget, appointing committees, and appointing the County Executive who manages the day-to-day operations of the County. For more information, please go to www.sccgov.org.

2. County Health System: Behavioral Health Services Department

It is the mission of the Health System to provide leadership in developing and promoting a healthy community through a planned, integrated healthcare delivery system that offers prevention, education, and treatment programs to all residents of Santa Clara County, regardless of ability to pay. The Health System provides a wide range of primary and specialty medical services and oversees public programs for the health and well-being of all County residents.

The BHSD’s missions include assisting individuals in the community affected by mental illness and serious emotional disturbance to achieve their hopes, dreams, and quality of life goals. To accomplish this, services must be delivered in the least restrictive, non-stigmatizing, and most accessible environment within a coordinated system of community and self-care. Services must also be respectful to the client, their family and loved ones, and consider language, culture, ethnicity, gender, and sexual identity.

The BHSD believes without reservation that:

• All people have the right to mental health and well-being;

• All people must be treated with fairness, respect, and dignity in a culturally and linguistically competent way;

• With effective treatment and support, recovery from mental illness is achievable;

• Clients will actively participate in their own recovery and treatment goals;

• Clients and their families will be at the center of the development, delivery, implementation, and evaluation of their treatment;

• The system of care must have a structure and process for ensuring access to needed services for potential and current consumers; and

• All people must have access to the highest quality and most effective integrated services.

The BHSD is successful in helping to ensure that residents in need of public behavioral health services are:

• Physically and emotionally healthy, happy, and thriving;

• In a safe and permanent living situation;

• Part of a loving and supportive social network;

http://www.sccgov.org/

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 7 of 23

• Involved in meaningful school, work, and daily activities;

• Free from trouble or causing harm to others; and

• Safe from harm from the environment or others.

The services sought under this RFSQ must abide by the aforementioned County of Santa Clara and the BHSD missions and values.

II. SCHEDULE AND EXPLANATION OF EVENTS

This section of the RFSQ contains the anticipated schedule for the procurement and describes procurement events and the conditions governing the procurement.

A. SCHEDULE OF EVENTS

Dates, times, and/or the processes associated with this schedule may be subject to change as necessary by BHSD.

For Offerors applying on 01/09/2025 through 01/31/2025, all submission tasks shall be referred to as “Initial Round of Responses.” For those applying from 02/01/2025 through the end of the term, all Responses are considered “Subsequent Responses” and referred to as such.

BHSD shall make every effort to adhere to the following anticipated RFSQ process (Table 2) and evaluation (Table 3) schedules:

Table 2: Anticipated Open RFSQ Schedule

EVENT DATE

1. Issuance of Open RFSQ Thursday, January 09, 2025

2. Offeror’s Conference

Tuesday, January 21, 2025, at 2:00-3:00 P.M.

Pacific Time

3. Written Questions Procedural questions can be submitted in writing via Biddingo through Friday, March 1, 2030, by 3:00 P.M. Pacific Time.

Refer to Section II.C.3 below for more details.

4. Offeror Response Submittals Electronic Response submittals can be sent via email at BHSD.Solicitations@hhs.sccgov.org.

Initial Round of Responses: Friday, January 31, 2025, by 3:00 P.M. Pacific Time.

Subsequent Responses:

Evaluations shall be conducted annually on an as-needed basis. Refer to Table 3 for deadlines.

5. Response Evaluation Process Initial Round of Responses:

February 2025 through May 2025

Subsequent Responses:

Evaluations shall be conducted annually on an as-needed basis. Refer to Table 3 for deadlines.

6. Interviews (Optional at County Discretion) Initial Round of Responses and Subsequent mailto:BHSD.Solicitations@hhs.sccgov.org

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 8 of 23

Note: Offerors must agree to meet for an interview and/or respond to supplemental questions.

Responses:

On an as-needed basis. Date and time to be determined (TBD); Offerors shall be notified of interview with a minimum notice of five (5) business days.

7. Issue Notice of Qualification or Notice of Non-Qualification

Initial Round of Responses:

April 2025 through May 2025

Subsequent Responses:

Notices shall be issued annually on an as-needed basis. Refer to Table 3 for deadlines.

8. Protests Initial Round and Subsequent Responses:

Within five (5) business days by 5:00 P.M. Pacific Time.

from the date of issuance of the Notice of Qualification or Notice of Non-Qualification.

9. Contract Negotiations and Award (if applicable)

Initial Round of Responses:

April 2025 through June 2025

Subsequent Responses:

On an as-needed basis.

10. Estimated Contract Start (if applicable)

Initial Round of Responses:

July 1, 2025

Subsequent Responses:

Upon Execution by the County.

11. Open RFSQ Close Friday, June 28, 2030, or Pacific Time or upon re-release of a new cycle for these Open RFSQ services.

Table 3: Calendar Year Evaluation Schedule

Offer Submittals Due Evaluations Interview (Optional to the County)

Notice of Qualification/ Non-Qualification

January 31, 2025 February 2025 – May

Offerors shall be notified with a minimum notice of five

(5) business days for any interview schedules.

Notices will be sent upon completion of the evaluation and review process.

August 1, 2025 September 2025

August 1, 2026 September 2026

August 1, 2027 September 2027

August 1, 2028 September 2028

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 9 of 23

The provided evaluation timeline is an estimate; actual evaluation times may vary, and dates, times, and/or processes outlined in this schedule are subject to change at the sole discretion of the County, as necessary.

B. POINT OF CONTACT

1. Any inquiries or requests regarding this procurement should be submitted in writing via Biddingo, the County’s solicitation management system, at https://biddingo.com/santaclaracounty. Offerors may only submit inquiries through Biddingo regarding this RFSQ.

2. Communication with County Employees. As of the issuance date of this RFSQ and continuing until the final date of award of the contract(s), Offeror’s contact with County of Santa Clara employees is strictly limited. All personnel representing the County are specifically directed not to hold meetings, conferences, or technical discussions with any Offeror for purposes of responding to this RFSQ. All questions related to the RFSQ must be directed through Biddingo. Any Offeror found to be acting in any way contrary to this directive will be disqualified from entering into any contract that may result from this RFSQ.

C. EXPLANATION OF EVENTS

1. ISSUANCE OF RFSQ

This RFSQ is being issued by BHSD. Copies of this RFSQ, including supporting documents may be obtained from https://biddingo.com/santaclaracounty.

2. OFFERORS’ CONFERENCE

An Offeror’ conference is scheduled for this RFSQ, as specified in Section II.A of this

RFSQ.

Date: Tuesday, January 21, 2025

Time: 2:00 P.M. – 3:00 P.M. Pacific Time

Location: Microsoft Teams Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI4MThmN2ItNmFiNS00NDZlLTkwMGMtMDA2YTM0NWM2YTc1%40thre ad.v2/0?context=%7b%22Tid%22%3a%220ac3202f-c3e9-4f56-830d- 017d09d16b3f%22%2c%22Oid%22%3a%22dcd2c34b-1389-420b-8520-01d9a8cd6622%22%7d

Meeting ID: 216 795 309 763

Passcode: 8od2PG2V

NO IN-PERSON CONFERENCE WILL TAKE PLACE. BHSD WILL CONDUCT THE PRE-

PROPOSAL CONFERENCE VIA MICROSOFT TEAMS VIDEOCONFERENCE PLATFORM.

No audio, video, or written transcript record of the proceedings of this pre-proposal conference will be available after its conclusion. The County will attempt to tabulate a list of all questions and responses at the pre-proposal conference but does not https://biddingo.com/santaclaracounty https://biddingo.com/santaclaracounty https://biddingo.com/santaclaracounty https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI4MThmN2ItNmFiNS00NDZlLTkwMGMtMDA2YTM0NWM2YTc1%40thread.v2/0?context=%7b%22Tid%22%3a%220ac3202f-c3e9-4f56-830d-017d09d16b3f%22%2c%22Oid%22%3a%22dcd2c34b-1389-420b-8520-01d9a8cd6622%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI4MThmN2ItNmFiNS00NDZlLTkwMGMtMDA2YTM0NWM2YTc1%40thread.v2/0?context=%7b%22Tid%22%3a%220ac3202f-c3e9-4f56-830d-017d09d16b3f%22%2c%22Oid%22%3a%22dcd2c34b-1389-420b-8520-01d9a8cd6622%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI4MThmN2ItNmFiNS00NDZlLTkwMGMtMDA2YTM0NWM2YTc1%40thread.v2/0?context=%7b%22Tid%22%3a%220ac3202f-c3e9-4f56-830d-017d09d16b3f%22%2c%22Oid%22%3a%22dcd2c34b-1389-420b-8520-01d9a8cd6622%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmI4MThmN2ItNmFiNS00NDZlLTkwMGMtMDA2YTM0NWM2YTc1%40thread.v2/0?context=%7b%22Tid%22%3a%220ac3202f-c3e9-4f56-830d-017d09d16b3f%22%2c%22Oid%22%3a%22dcd2c34b-1389-420b-8520-01d9a8cd6622%22%7d

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 10 of 23 guarantee the list will include all questions asked. Upon request, the County may publish a list of Offerors who attended the pre-proposal conference.

The pre-proposal conference will include a review of the RFSQ and responses to questions. Although the pre-proposal conference is optional, Proposers are strongly encouraged to attend this conference.

Oral responses given at the conference are not binding on the County. Any responses submitted or provided at the conference that, in the County’s judgment, alter the content of the RFSQ will be provided in writing as an addendum to the RFSQ. All addenda shall be posted on https://biddingo.com/santaclaracounty.

3. DEADLINE TO SUBMIT WRITTEN RFSQ QUESTIONS IN BIDDINGO

Submit all written questions through https://biddingo.com/santaclaracounty by the due date listed in Section II.A of this RFSQ and cite the RFSQ section, subsection, and page number that each question references in the following format: RFSQ Section III, subsections B & D.12, pages 14-15. The County shall not respond to questions submitted in any other manner or format.

Answers to questions received by the deadline shall receive a response on https://biddingo.com/santaclaracounty. Thereafter, the County does not guarantee it will respond to questions submitted after the RFSQ closing date and deadline for written questions.

Written responses to written questions regarding the substance of the RFSQ, and any material changes to the RFSQ, will be issued as an addendum, which shall be posted on https://biddingo.com/santaclaracounty. The County may, but is not required to, respond to questions at other times (e.g., prior to a scheduled pre-proposal conference). The County reserves the right to post additional addenda until the RFSQ closing date and time, including addenda that makes material changes to the RFSQ.

4. DEADLINE TO SUBMIT RESPONSES

Refer to Section III.G. of this RFSQ for a detailed description of the RFSQ Submission and Deadline process.

5. RESPONSE EVALUATION PROCESS

There are two (2) distinct evaluation processes:

a. RFSQ Evaluation Process: To create a single QP of Offerors. Eligible Offeror(s) are those who can provide services in one (1) or more of categories as outlined in Section I.A.2, Table 1 of this RFSQ, which details training service categories.

b. WOPR Process: Identify Offerors from the QP that will move forward with contract negotiations, if selected. When the County identifies a need, all Offerors in the QP shall be invited to participate in the WOPR process. An Evaluation Committee shall assess WOPR submissions to determine which Offeror best meets the County’s needs.

Each response received through these processes shall be reviewed to ensure it meets https://biddingo.com/santaclaracounty https://biddingo.com/santaclaracounty https://biddingo.com/santaclaracounty

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 11 of 23 the submission requirements outlined in the RFSQ and/or WOPR. At the County’s discretion, responses may undergo further rounds of evaluation. The County reserves the right to conduct as many rounds of evaluation as it considers reasonable and necessary in the public interest. Subsequent rounds of evaluation may lead to score adjustments, the issuance of further clarifications or addenda, and changes to the RFSQ or WOPR process. Should a response fail to meet the minimum qualifications, the County, at its sole discretion, may exclude the Response from further consideration.

6. INTERVIEWS

All Offerors must keep date(s) available as indicated in Section II.A of this RFSQ. Upon evaluation of the criteria indicated above and the rating, the Evaluation Committee may choose to conduct an interview with any Offeror(s). A Notice of Interview shall be sent to Offeror(s) to provide additional instructions on the interview process. Upon completion of the interview process, the Evaluation Committee members may re-evaluate and update the QP of Responses in consideration.

7. ISSUE NOTICES OF QUALIFICATION AND/OR NON-QUALIFICATION

As referenced by the deadline in Section II.A of this RFSQ, BHSD will email qualification and/or non-qualification notices to all Offerors.

8. PROTEST

Refer to Section III.J of this RFSQ for information on the protest procedures.

9. CONTRACT NEGOTIATIONS AND AWARD

Refer to Sections V.F and V.G of this RFSQ for a detailed description of the Contract Negotiations and Award process.

10. ESTIMATED START DATE OF CONTRACT

Section II.A.10 of this RFSQ indicates the estimated start date of the awarded contract.

III. CONDITIONS GOVERNING THE PROCUREMENT

The County of Santa Clara allows the use of the County contract by other political subdivisions, municipalities, tax supported agencies and non-profit entities in the United States. Such participating agencies shall make purchases in their own name, make payments directly to the Contractor and shall be liable directly to Contractor holding the County of Santa Clara harmless.

This section contains the conditions governing the RFSQ process. Offerors are required to adhere to these conditions.

A. INCURRING COST

This RFSQ does not commit the County to award, nor does it commit the County to pay any cost incurred in the submission of the Response, or in making necessary studies or designs for the preparation thereof, nor procure or contract for services or supplies. Further, no reimbursable cost may be incurred in anticipation of a contract award.

B. CLAIMS AGAINST THE COUNTY OF SANTA CLARA

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 12 of 23

Neither offerors’ organization nor any of their 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 RFSQ or these RFSQ procedures.

C. BASIS FOR RESPONSE

Only information supplied by the County in writing via the County’s solicitation management system, https://biddingo.com/santaclaracounty by the Procurement Officer in connection with this RFSQ should be used as the basis for the preparation of offeror’s Response.

D. NO PUBLIC RESPONSE OPENING

There will be no public opening for this RFSQ.

E. CALIFORNIA PUBLIC RECORDS ACT (CPRA)

All Responses become the property of the County, which is a public agency subject to the disclosure requirements of the California Public Records Act (“CPRA”). If offeror’s proprietary information is contained in documents submitted to County, and offeror claims that such information falls within one or more CPRA exemptions, offeror must clearly mark such information “CONFIDENTIAL AND PROPRIETARY,” and identify the specific lines containing the information. In the event of a request for such information, the County will make reasonable efforts to provide notice to offeror prior to disclosure. If offeror contends that any documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective order, injunctive relief or other appropriate remedy from a court of law in Santa Clara County before the County’s deadline for responding to the CPRA request. If offeror fails to obtain such remedy within County’s deadline for responding to the CPRA request, County may disclose the requested information without penalty or liability.

Offeror further agrees that it shall defend, indemnify and hold the County harmless against any claim, action, litigation, damage or injury (including but not limited to all judgments, costs, fees, and attorney’s fees) that may result from partial or complete denial of access to, or non-disclosure or redaction of, documents arising from any representation, or any action (or inaction), by the offeror.

F. CONFIDENTIALITY

All data and information obtained from the County of Santa Clara by the offerors and their agents in this RFSQ process, including reports, recommendations, specifications and data, shall be treated by the offeror and its agents as confidential. The offerors and its agents shall not disclose or communicate this information to a third party or use it in advertising, publicity, propaganda, marketing, or in another job or jobs, unless prior written consent is obtained from an authorized representative of the County. Generally, each Response and all documentation, including financial information, submitted by an offeror to the County is to be treated as confidential by an offeror. Notwithstanding the foregoing, the Response and all documentation are subject to the California Public Records Act, as described in Section V.E of this RFSQ.

G. ELECTRONIC SUBMISSIONS OF THE RFSQ

1. This RFSQ is being made available by electronic means. As part of the RFSQ, offerors will be required to download, complete and upload certain documents. Offerors acknowledge and

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 13 of 23 accept full responsibility to ensure that no changes are made to the RFSQ. In the event of conflict between a version of the RFSQ in the offeror’s possession and the version maintained by the Issuing Department the version maintained by the Issuing Department shall govern.

2. All Responses must be submitted electronically through email to BHSD.Solicitations@hhs.sccgov.org in accordance with the County requirements or the County may reject the Responses as nonresponsive. Responses submitted in any other form, including, but not limited, to hardcopy, Biddingo, fax, or verbal shall not be accepted.

3. Offerors are solely responsible for ensuring their responses are completed and submitted electronically through email to BHSD.Solicitations@hhs.sccgov.org prior to the closing date and time for this RFSQ.

4. Offerors may modify or withdraw their Responses submitted via email until the RFSQ closing date and time. The County will only consider the latest version of the Response submitted electronically through email to BHSD.Solicitations@hhs.sccgov.org.

5. Offerors should allow adequate time to submit Responses electronically. Submission of a Response may not be instantaneous and may be affected by several events, such as temporarily losing connection to the internet.

6. Offerors are solely responsible for ensuring their Responses are completed and submitted electronically through email to BHSD.Solicitations@hhs.sccgov.org prior to the closing date and time for this RFSQ.

7. The County has the capability of viewing documents submitted in the following formats:

Microsoft Word, Microsoft Excel, portable document format file (PDF) only.

8. If the County is unable to open a file due to a virus or because the file has been corrupted, the Response may be considered incomplete or non-responsive, and may be disqualified from further consideration.

9. Electronic Response submissions may require uploading of electronic attachments. The submission of attachments containing embedded documents or proprietary file extensions is prohibited. Each document should be attached as a separate file.

10. All information submitted is subject to disclosure under the California Public Records Act as specified above.

H. ASSIGNMENT OF CLAYTON ACT, CARTWRIGHT ACT CLAIMS

In submitting a response to a solicitation issued by the County, the responding person and/or entity offers and agrees that if the response is accepted, it will assign to the County all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2 (commencing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the responding person and/or entity for sale to the County pursuant to the solicitation document. Such assignment shall be made and become effective at the time the County tenders final payment to the responding person and/or entity.

I. COUNTY RIGHTS

mailto:BHSD.Solicitations@hhs.sccgov.org mailto:BHSD.Solicitations@hhs.sccgov.org

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 14 of 23

The County reserves the right to do any of the following at any time:

1. Reject any or all Response(s);

2. Waive or correct any minor defect, irregularity or error in a Response or the RFSQ process;

3. Request that offerors supplement or modify all or certain aspects of their Responses or other documents or materials submitted;

4. Terminate the RFSQ, and, at its option, issue a new RFSQ;

5. Procure any equipment or services specified in this RFSQ by any other means;

6. Modify the selection process, the specifications or requirements for materials or services, or the contents or format requirements for Responses;

7. Extend a deadline specified in this RFSQ, including deadlines for accepting Responses;

8. Accept Responses through other sources (besides Biddingo) and beyond the due date and time at its sole discretion.

9. Negotiate with any or none of the offerors;

10. Modify in the final agreement any terms and/or conditions described in this RFSQ;

11. Terminate failed negotiations with an offeror without liability, and negotiate with other offerors;

12. Disqualify any offeror on the basis of a real or apparent conflict of interest or evidence of collusion evaluated by the County;

13. Eliminate, reject or disqualify a Response of any offeror who is not a responsible offeror or fails to submit a responsive offer as determined solely by the County; and/or

14. Accept all or a portion of an offeror’s Response;

15. Request that services be provided by certain staff of an Offeror, or request that certain staff of an Offeror be excluded from providing services, as determined by the County to be in its best interest;

16. Award multiple contracts if it is deemed necessary to provide the specified services;

17. Reject a Response in whole or part if any of the RFSQ forms are left blank or are materially altered, in the judgment of the County;

18. Reject a Response in whole or part if any document or item necessary to the Response is incomplete, improperly executed, indefinite, ambiguous, or is missing, in the judgment of the County;

19. Reject a Response in whole or part for any attempt by Offeror to improperly influence any member of the Evaluation Committee;

20. Reject a Response if Offeror’s agency or a related agency is currently in litigation with the County, or the County is contemplating litigation against Offeror or a related agency relating to contract performance;

21. Reject a Response in whole or part for any false, misleading, or otherwise unresponsive

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 15 of 23 statements, documents or information provided to the County either through disclosure or non-disclosure if, in the County’s judgment, the false, misleading, or otherwise unresponsive statements, documents, or information are material;

22. Reject a Response in whole or part if Offeror is in breach of, or in default under, any other agreement with the County;

23. Reject a Response in whole or part, if, in the County’s judgment, Offeror’s performance on a past or existing contract with the County is poor;

24. Reject a Response if Offeror’s agency or a related agency is currently being investigated by the County for non-performance of obligations under any contract with the County, and such non-performance or alleged non- performance has resulted in actual non-renewal or termination of Offerors or related agency’s contract with the County;

25. Increase the quantity of services procured under this RFSQ if, at a later date, the County secures new or additional funding for these services;

26. Complete contract negotiations to establish performance incentives based on, but not limited to the following measures: 1) any BHSD contract monitoring tool(s); 2) Offeror’s compliance with Medicaid (Medi-Cal) Managed Care rules and regulations (e.g., Network Adequacy requirements); and 3) outcomes, service performance/delivery, and metrics listed in a contract awarded as a result of this RFSQ; and

27. Reserve the right to complete contract negotiations and establish additional contracting terms in compliance with State, Federal Law, or Accrediting Agencies (e.g., payment and referral requirements coordinated by the Department of Health Care Services [DHCS] California Advancing and Innovating Medi-Cal [CalAIM] initiative).

J. PROTEST PROCEDURES

1. The County’s Protest Process is available online and is linked here.

2. Written protests must be emailed to the BHSD Program Manager III (Procurement Officer) with a reference to the RFSQ Title:

County of Santa Clara Health System Behavioral Health Services Department RFSQ-BHS-FY25-0176: Behavioral Health Training Services Attention: Angeleah Macatiag, Program Manager III 828 South Bascom Avenue, Suite 200 San José, California 95128 E-mail: Angeleah.Macatiag@hhs.sccgov.org https://prc.santaclaracounty.gov/policies/protest-policy

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 16 of 23

IV. OFFEROR’S SUBMISSION

THIS RFSQ SOLICITATION REQUIRES ALL RESPONSES TO BE SUBMITTED ELECTRONICALLY VIA EMAIL TO BHSD.SOLICITATIONS@HHS.SCCGOV.ORG. NO PAPER, FAX OR BIDDINGO SUBMISSIONS WILL BE

ACCEPTED – THESE SUBMISSIONS WILL BE DEEMED NONRESPONSIVE.

This section contains requirements and relevant information Offerors should use for the preparation of their Responses. Offerors should respond to each requirement thoroughly.

A. GENERAL INSTRUCTIONS

1. These instructions outline the guidelines governing the format and content of the Response and the approach to be used in its development and presentation. Only information which is essential to the understanding and evaluation of the Response should be submitted. No limitation on the content of the Response is intended in these instructions, and inclusion of any pertinent data or information is permitted within the page requirements.

2. NON-CONFORMING RESPONSES

A submission may, at the sole discretion of the County, be construed as a non-conforming Response, ineligible for consideration, or incomplete if it does not comply with the requirements of this RFSQ.

3. OPEN RFSQ SUBMISSION

This open RFSQ requires all Responses to be submitted electronically via email to BHSD.Solicitations@hhs.sccgov.org. Submissions through Biddingo, paper, or fax will not be accepted and will be deemed nonresponsive. For detailed instructions on the documents required for a complete Response submission, please refer to Section IV.D of this RFSQ.

B. NUMBER OF RESPONSES

1. Only one (1) Response per person, partnership, corporation, or other entity will be accepted.

County personnel will not be engaging in merging, collating, or assembling Response materials for Offerors.

C. RESPONSE FORMAT

1. Offerors shall format their Responses according to 8 ½ x 11 letter sized format, Times New Roman, 12-point font with single line spacing, and 1-inch margins. Pagination is only required for the Response and Miscellaneous Supporting Documents, with each Response and group of Miscellaneous Supporting Documents paginated independently.

2. Responses and all appendices shall be written in English and should be clear, free of ambiguities, alterations, and erasures. The Response submissions shall be signed by an officer or agent duly authorized by the Offeror. In the event of discrepancies between words and numerals, the words shall take precedence.

3. Offerors shall not submit any information that is not specifically requested. Any additional unsolicited information, including but not limited to letters of support, shall be removed and not considered in the evaluation.

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 17 of 23

D. RESPONSE SEQUENCE AND CHECKLIST

1. Within each Response section, Offeror should address the items in the order which the BHSD outlines below. All forms provided in the RFSQ should be thoroughly completed, and must be included in the appropriate section of the Response.

2. Offeror shall identify and respond to all the following items in the order they are listed, except when instructed to attach as an appendix to the Response. Successful Responses must comply with all the conditions, required program standards, and specifications within each service category. Offeror should thoroughly respond to each requirement as directed in a narrative format or on specified forms when required. The Response must be organized and indexed in the sequence indicated below and must contain at minimum all listed items.

3. Note the organization of the documents required for the email submission at BHSD.Solicitations@hhs.sccgov.org:

• Attachment 1: Appendices

i. Offerors must submit one (1) set of appendices titled, "1. [Offeror Name]

Appendices.”

• Attachment 2: Response Submission

i. Offerors must submit one (1) set of appendices, titled, “2. [Offeror Name] Response Submission.”

ii. Includes one (1) completed Appendix B, “Evaluation Criteria and Qualifications” Section 1, Organizational Structure and Experience only.

E. RESPONSE SEQUENCE ORGANIZATION

1. Organization of “Appendices” and Submission (Table 4):

• Attachment 1: Appendices

Table 4: Appendices and Audited Financial Statements Submission Organization Order Document Format Compilation

1 Appendix A “Cover Sheet” Word document provided in Biddingo.

Items 1-11 must be merged as ONE PDF and submitted via email at BHSD.Solicitations @hhs.sccgov.org titled, “1. [Offeror Name] [RFSQ Title ]-Appendices.”

2 Appendix C “Customer References”

Word document provided in Biddingo.

3 Appendix D “Offeror’s Questionnaire”

Word document provided in Biddingo.

mailto:BHSD.Solicitations@hhs.sccgov.org

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 18 of 23

4 Appendix E “Declaration Submittal Form”

Offeror shall complete the Declaration Submittal Form containing:

• Non-Collusion Declaration,

• Declaration of Local

Business [if applicable],

• Declaration of Compliance with Equal Opportunity/ Nondiscrimination,

• Wage Theft Prevention, and

• Declaration of Intent to

Comply with County COVID- 19 Requirements.

5 Appendix F “California Public Records Act - Confidential Information”

Word document provided in Biddingo.

6 Appendix G “Cultural Competence Form”

Word document provided in Biddingo.

7 Appendix H “Offeror Specialties Form”

Word document provided in Biddingo.

8 Appendix I “Designation of Subcontractors”

Word document provided in Biddingo.

9 Appendix J “Training Schedule Form”

Word document provided in Biddingo.

10 Appendix K “Offeror’s Federal Employer Identification Number and License Information”

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 19 of 23

11 Insurance Exhibit & Endorsement Letter from Insurance Agent

Offeror to provide a certificate of insurance or a copy of insurance declaration as written evidence of their ability to meet the insurance certificate and other applicable County insurance requirements in accordance with the provisions listed in this RFSQ. Offeror should also provide a letter from an insurance agent or other appropriate insuring authority documenting their willingness and ability to endorse their insurance policies naming the County as an additional insured.

2. Organization of Response Submission (Table 5):

• Attachment 2: Response Submission

Table 5: Response Submission Organization Order Document Format Compilation

1 Cover Sheet Indicate Offeror name, proposed category and program training service type. Must not exceed 1 page.

Items 1-5 must be merged into ONE

(1) PDF and submitted via email at BHSD.Solicitations @hhs.sccgov.org titled, “2. [Offeror Name] -Response Submission.”

2 Executive Summary

Description: This section must include a summary of the key aspects of the proposed solution and principal advantages to the County.

Times New Roman with 12-point font size on 8 ½ x 11-inch letter sized paper with single spacing and 1-inch margins. Must not exceed 1 page.

3 Appendix B, “Evaluation Criteria and Qualifications”

Description: Section 1- Organizational Structure and Experience

Word document provided on Biddingo.

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 20 of 23

4 Written Response

Description: Based on Appendix B, “Evaluation Criteria and Qualifications,” Section 2- Proposed Program Description

Times New Roman with 12-point font on 8 ½ x 11-inch letter sized paper with single spacing and 1-inch margins. Must not exceed 5 pages.

5 Miscellaneous Supporting Documents

Description: Offeror-generated documents (e.g., organizational chart, job descriptions, other spreadsheets) must be referenced in Response Narrative.

Pagination and numbering for this section should begin with page 1.

F. The County does not guarantee the accuracy of the formulas in these forms and is not responsible for any errors or omissions. Offeror assumes all responsibility for the accuracy of the information provided either on the forms included with this RFSQ or other formats.

G. EXECUTIVE SUMMARY

This section must include a summary of the key aspects of the proposed solution and principal advantages to the County and must not exceed one (1) page. This summary is separate from the maximum allowable number of pages.

H. RESPONSE REQUIREMENTS/CRITERIA (Maximum 100 points out of 100)

Each Response submission shall include:

• For Appendix B Section 1 – Organizational Structure and Experience:

o Responses require to check boxes, as applicable, and submit supporting documentation, which should be included separately as part of the ‘Miscellaneous Supporting Documents.’

• For Appendix B Section 2 – Proposed Program Description:

o Offerors shall prepare a 'Written Response' detailing the proposed program description. This comprehensive response should not exceed five (5) pages in total and must be prepared in Times New Roman with a 12-point font size on 8 ½ x 11-inch letter-sized paper, using single spacing and 1-inch margins.

• Note:

o Please note that ‘Miscellaneous Supporting Documents’ do not have a page limit;

only the written Responses in Sections 2 has a page limit. Any Offeror-generated documents (e.g., organizational charts, job descriptions, etc.) must be referenced in the ‘Written Response’ submission.

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 21 of 23 o Responses should provide clear, concise information in sufficient detail and indicate any miscellaneous documents to allow an evaluation based on the criteria outlined in Appendix B.

I. INDEMNITY AND INSURANCE REQUIREMENTS

Offeror should provide a certificate(s) of insurance or a copy insurance declaration page(s) with their Responses as written evidence of their ability to meet the insurance certificate and other applicable County insurance requirements in accordance with the provisions listed in the County Insurance Requirements Exhibit of the RFSQ. In addition, Offeror should provide a letter from an insurance agent or other appropriate insuring authority documenting their willingness and ability to endorse their insurance policies naming the County as an additional insured.

J. OFFEROR’S TERMS AND CONDITIONS

If Offeror objects to any of the County’s terms and conditions listed in the County Standard Terms and Conditions Exhibit, Offeror must propose specific alternative language and indicate the reason for their objection. The County may or may not accept the alternative language.

The County will not accept general references to Offeror’s terms and conditions or attempts at complete substitutions are not acceptable to the County. Offeror should provide a brief discussion of the purpose and impact, if any, of each proposed changed followed by the specific proposed alternate wording.

In addition, Offeror must submit with their Response any additional terms and conditions that they expect to have included in the contract negotiated with the County. Offeror should provide specific proposed wording and a brief discussion of the purpose and impact, if any. Offeror should also include any applicable agreement, such as license, service level, maintenance, etc.

Failure to specifically object to terms and conditions, propose additional terms or conditions, or provide any additional required agreement may be deemed by the County of a waiver of such items.

V. EVALUATION, NEGOTIATIONS, AND AWARD PROCESS

A. REVIEW OF RESPONSES FOR RESPONSIVENESS

Each Response will be reviewed to determine if the Offeror is responsive to the submission requirements outlined in the RFSQ. A responsive Offeror is one which follows the requirements described in Section IV of this RFSQ. Failure to comply with these requirements may result in the Offeror being deemed non-responsive.

B. EVALUATION CRITERIA

1. Committee Assessments: Responses will be assessed by an Evaluation Committee.

Members of the committee will independently evaluate, and rate Offeror responses based on the criteria described in this RFSQ.

2. Guiding Criteria: The evaluation of the Offeror’s written Responses shall be guided by the criteria outlined in Section IV.H of this RFSQ. Each Response shall be reviewed for its

Request for Statement of Qualifications RFSQ-BHS-FY25-0176 Page 22 of 23 compliance with the RFSQ submission requirements, which is essential for qualifying Offerors to the QP as referenced in Section II.C.5 of this RFSQ. Responses should be clear, concise, and detailed enough to facilitate an effective evaluation based on the listed criteria.

3. Scoring and Minimum Threshold:

• Organizational Structure and Experience Maximum 65 points

• Proposed Program Description Maximum 35 points

Responses which do not score a minimum of 70 percent of the total points available shall not move forward in the selection process.

4. Other Factors:

a. Qualification for QP does not guarantee a contract.

b. Phase Two considerations include, but are not limited to, diversity of services, specific project requirements, Evaluation Committee’s recommendations, Offeror’s past performance, and County’s needs.

c. Final selection for contract negotiations and awarding is at the County’s sole discretion.

C. RESPONSE EVALUATION

An Evaluation Committee will review, evaluate, and score the Responses. Additional evaluation rounds may be conducted at the County’s discretion, potentially leading to score modifications, clarifications, addenda, or RFSQ process changes.

D. INTERVIEWS

Following evaluation, the Evaluation Committee may conduct interviews with any…