Sourcing Event 0000012057 P-690 (01-26) i August 28, 2026

City and County of San Francisco Sourcing Event ID 0000012057│Dept Contract ID: SHF 2026-06

Formal Request for Proposals for:

Medi-Cal Enrollment Services

This Solicitation can be viewed on the City’s Supplier Portal at: https://sfcitypartner.sfgov.org/pages/index.aspx

Proposal Phase Tentative Date

Request for Proposals Issued Friday August 28, 2026 at 5:00 PM, PST

Mandatory Virtual Conference

Tuesday September 10, 2026 at 1:00 PM, PST

For meeting invite, please email name, agency and email address to Patricia.E.Martinez@sfgov.org by September 10, 2026, 12:00 PM (PST)

Written Questions Due Date Thursday September 17, 2026 at 5:00 PM, PST

Proposal Due Date Monday September 28, 2026 at 5:00 PM, PST

Oral Interviews TBD

Notice of Intent to Award Monday October 5, 2026 at 10:00 AM, PST

Period for Protesting Notice of Intent to Award

Within three (3) business days of the City's issuance of a Notice of Intent to Award.

Contract Administrator: Patricia Martinez Principal Administrative Analyst, San Francisco Sheriff’s Office 1 Dr. Carlton B. Goodlett Place San Francisco, CA 94102Phone: (415) 554-7427 Email: Patricia.E.Martinez@sfgov.org

Attachments Attachment 1: City’s Contract Terms Attachment 2: Proposer Questionnaire and References Attachment 3: CMD LBE Forms (Reserved) Attachment 4: Sample Invoice and Modification Form Attachment 5: Budget Proposal Attachment 6: HCAO and MCO Declaration Forms Attachment 7: First Source Hiring Form https://sfcitypartner.sfgov.org/pages/index.aspx

P-690 (01-26) ii August 28, 2026

MANDATORY MINIMUM

QUALIFICATION

DOCUMENTATION

Proposers must submit with their proposal documents in support of each Minimum Qualification (MQ) listed below. A proposal that fails to provide the following documentation will not be eligible for further consideration.

MQ # Description

MQ #1 Proposer’s proposed changes to Attachment 1, City’s Contract Terms, by the Proposal Due Date.

MQ #2 Completed Attachment 2, Proposer Questionnaire and References.

MQ #3 Completed Attachment 4, Written Proposal.

MQ #4 Completed Attachment 5, Budget Proposal.

MQ #5 Evidence that Proposer has 5 years of experience within the last 10 years in the sale of goods and/or services requested by this Solicitation.

MQ #6 Proposers must be a 501(c) nonprofit organization certified to provide service within the City and County of San Francisco. Non-profit organization must have an active governing Board of Directors, and an Executive Director responsible for the day-to-day management of the organization.

MQ #7 Proposer must have experience working with those impacted by the criminal justice system.

MQ #8 Proposer must be an approved City vendor at the time of the contract award.

P-690 (01-26) iii August 28, 2026

Table of Contents

I. Introduction and Solicitation Schedule A. Introduction B. Anticipated Contract Term C. Anticipated Contract Not to Exceed Amount D. Reserved (Indefinite Quantity, As-Needed Contract) E. Cooperative Agreement F. Solicitation Schedule G. Contract Terms and Negotiations

II. Goods and Services Requested A. Goods and/or Services Requested B. Reserved (Regulatory and Compliance Requirements Specific to the Goods/Services Solicited) C. Green Purchasing Requirements D. Reserved (Alternates and Samples) E. Reserved (Freight on Board and Shipping Costs) F. Reserved (Additional Purchases)

III. Local Business EnterprIse (LBE) Program Requirements A. CMD Compliance Officer B. Reserved (Application of LBE Rating Bonuses) C. Reserved (LBE Subcontracting Participation Requirements) D. Reserved (CMD LBE Forms) E. Reserved (LBE Payment and Utilization Tracking)

IV. Proposal Evaluation Criteria

V. Minimum Qualifications Documentation Required with Proposal (Pass/Fail)

VI. Written Proposal (50 Points)

VII. Budget Proposal (Pass/Fail) A. Budget Proposal Format and Allocation of Points B. Price Proposal Evaluation Period C. Price Discrepancies D. Reserved (Proposing on Separate Items or in Aggregate(s)) E. Reserved (Application of Discounts for Evaluating Lowest Responsive Proposer

VIII. Oral Interviews (20 Points)

IX. Supporting Documentation Required Prior to Contract Execution

X. Failure to Provide Insurance and/or Bonds

XI. City’s Social and Economic Policy Requirements A. Nondiscrimination Requirements B. Payment of Prevailing Wages C. Health Care Accountability Ordinance (HCAO) D. Minimum Compensation Ordinance (MCO) E. First Source Hiring Program F. (Reserved) Sweatfree Procurement G. Non-Profit Entities H. Other Social Policy Provisions

XII. Terms and Conditions for Receipt of Proposals A. How to Register as a City Supplier B. Proposal Questions and Submissions

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C. RFP Addenda D. Public Disclosure E. Limitation on Communications During Solicitation F. Proposal Selection Shall not Imply Acceptance G. Cybersecurity Risk Assessment H. Solicitation Errors and Omissions I. Objections to Solicitation Terms J. Protest Procedures K. Proposal Term L. Revision to Proposal M. Proposal Errors and Omissions N. Financial Responsibility O. Proposer’s Obligations under the Campaign Reform Ordinance P. Reservations of Rights by the City Q. No Waiver R. Other

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I. INTRODUCTION AND SOLICITATION SCHEDULE

A. Introduction

1. General

This Request for Proposals (hereinafter “RFP” or “Solicitation”) is being issued by San Francisco Sheriff’s Office (hereinafter, “SFSO” or “City”). SFSO, is seeking qualified suppliers (“Proposers”) to provide proposals (“Proposal”) for Medi-Cal enrollment assistance services in the San Francisco County Jails. When applicable and practical, Proposers are encouraged to engage contracting teams that reflect the diversity of the City and include participation of businesses and residents from the City’s most disadvantaged communities including, but not limited to the Bayview/Hunters Point, Chinatown, Mission, South of Market, Tenderloin, Visitacion Valley and Western Addition neighborhoods.

The City has approximately 65 departments, ranging from small to very large. Some departments maintain facilities located outside of the geographic limits of the City. SFSO shall order goods and/or services covered by the awarded contract(s) through the issuance of individual Purchase Orders and/or Task Orders which shall be released against the awarded contract(s) during the contract term.

2. Selection Overview

The City shall award a contract to the Proposer that meets the Minimum Qualifications of this Solicitation whose Proposal receives the highest-ranking score. Responsive Proposals will be evaluated by a panel (“Evaluation Panel”) consisting of one or more parties with expertise related to goods and/or services being procured through this Solicitation. The Evaluation Panel may include staff from various City departments. Proposals will be evaluated based on the criteria outlined herein. If applicable, a Contract Monitoring Division (CMD) Contract Compliance Officer will assess Proposal compliance with Local Business Enterprise (LBE) requirements and assign a rating bonus to Proposal scores. The CMD-adjusted scores (if applicable) will then be tabulated, and Proposers will be ranked starting with the Proposer receiving the highest score, then continuing with the Proposer receiving the second highest score, and so on.

B. Anticipated Contract Term

A contract awarded pursuant to this Solicitation shall be non-exclusive with an original term of up to three years. The City at its sole, absolute discretion, shall have two options to extend the term for a period of two years or for a period of one year each, by mutual agreement in writing. In the event such extension rights are exercised, all terms and conditions, requirements and specifications of the Agreement shall remain the same and apply during the renewal terms. The maximum contract period shall not exceed total of five years.

C. Anticipated Contract Not to Exceed Amount

A contract awarded pursuant to this Solicitation shall have a not to exceed (“NTE”) amount of $364,034 for the initial term. All funding is contingent upon the availability of funds for every fiscal year covered under this RFP, satisfactory program performance, and demonstrated need for the proposed services. This amount is based on City’s estimated spend over the advertised initial contract term. Should City’s actual spend exceed its estimated spend

P-690 (01-26) 2 Sourcing Event 0000012057 for the initial term, City may in its sole discretion increase the contract NTE for the initial term.

Should City exercise its options to extend the contract beyond the initial term, City may also elect to increase the NTE proportionally.

D. Reserved (Indefinite Quantity, As-Needed Contract).

E. Cooperative Agreement

Any other City department, public entity or non-profit made up of multiple public entities, may use the results of this Solicitation to obtain some or all of the commodities or services to be provided by Proposer under the same terms and conditions of any contract awarded pursuant to this Solicitation.

F. Solicitation Schedule

The anticipated schedule for this Solicitation is set forth below. These dates are tentative and subject to change. It is the responsibility of the Proposer to check for any Addenda to this Solicitation or other published pertinent information.

Proposal Phase Tentative Date

Request for Proposals Issued Friday August 28, 2026 at 5:00 PM

Virtual Pre-Proposal Conference Tuesday September 10, 2026 at 1:00 PM, PST

For meeting invite, please email name, agency and email address to Patricia.E.Martinez@sfgov.org by September 10, 2026, 12:00 PM (PST)

Written Questions Due Date Thursday September 17, 2026 at 5:00 PM, PST

Proposal Due Date Monday September 28, 2026 at 5:00 PM, PST

Oral Interviews TBD

Notice of Intent to Award Monday October 5, 2026 at 10:00 AM, PST

Period for Protesting Notice of Intent to Award

Within three (3) business days of the City's issuance of a Notice of Intent to Award.

Pre-Proposal Conference Details The Pre-Proposal Conference will begin at the time specified. Proposers’ representatives are urged to arrive on time. Topics already covered will not be repeated for the benefit of late arrivals. Failure to attend the Pre-Proposal Conference shall not excuse the awarded Proposer from any obligations of a contract awarded pursuant to this Solicitation. Any change or addition to the requirements contained in this Solicitation as a result of the Pre- Proposal Conference will be executed by a written Addendum to this Solicitation. It is the responsibility of the Proposer to check for any Addendum to this Solicitation or other published pertinent information.

G. Contract Terms and Negotiations

The successful Proposer will be required to enter into a contract in the form attached hereto as Attachment 1, City’s Contract Terms. City’s Contract Terms are not subject to

P-690 (01-26) 3 Sourcing Event 0000012057 negotiation. However, Proposers may identify those contract terms to which they object as part of the questions they submit by the Proposal Due Date. City shall evaluate all objections and determine what, if any changes, will be incorporated into City’s Contract Terms. Any such changes will be made known to all Proposers through an Addendum to this Solicitation. Failure to timely execute City’s Contract Terms, or to furnish any and all insurance certificates and policy endorsements, surety bonds or other materials required in City’s Contract Terms, shall be deemed an abandonment of the Proposal and City, in its sole discretion, may select another Proposer and proceed against the original selectee for damages.

II.

GOODS AND SERVICES REQUESTED

A. Goods and/or Services Requested

This Solicitation is being issued by SFSO. SFSO is seeking qualified Proposers to provide Proposals for Medi-Cal enrollment services to persons incarcerated in the San Francisco County Jails.

Since the passage of the Affordable Care Act, SFSO has worked in collaboration with the San Francisco Human Services Agency to support the jail population with applying for Medi- Cal benefits. These efforts were initially directed solely at the small percentage of inmates with a known release date. This changed in 2023 when a California statute mandated all counties implement pre-release Medi-Cal application assistance processes for all eligible individuals as part of the California Advancing and Innovating Medi-Cal Justice Initiative (Cal-Aim JI) which strives to ensure persons who are released from county jails receive timely access to Medi-Cal services.

As the chart below demonstrates, the Jail Health Services team is effective in screening the vast majority of persons booked into the jail for insurance status and approximately 20%- 30% of persons booked each month require application assistance.

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Background Information The San Francisco County Jail system includes an intake and release facility, housing facilities and two community sites. The following list provides the location and use.

Facility Location Use

County Jail #1 425-7th Street Intake and Release – No Housing

County Jail #2 425-7th Street The only jail in the system that houses women, but it also houses men. This jail also houses a sub-acute psychiatric housing unit and a medical step down unit.

County Jail #3 and Annex

1 Moreland Drive, San Bruno

Men’s housing, pod design and two newly reopened dorms in the Annex

Women’s Resource Center

930 Bryant Street Reentry and education services for women

Community Programs

70 Oak Grove Reentry and education services

Facility Schedule

Below are the scheduled count and meal service times for County Jails 2 and 3. During the count times, the delivery of program services is suspended. SFSO program services are offered in custody as well as post release include, but are not limited to: Five Keys Charter High School, City College of SF, substance abuse services, violence prevention services, survivor restoration and victim impact services, individual and group counseling, support groups, vocational training, social service referrals, and veteran services.

Facility Count Time Meal Time

County Jail #2 0600-0800 Hours 0500-0600 Hours

1400-1500 Hours 1000-1030 Hours

1730-1930 Hours 1530-1630 Hours

County Jail #3 0600-0800 Hours 0530-0630 Hours

1330-1600 Hours 1000-1030 Hours

1530-1630 Hours

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I. Scope of Work The Scope of Work is to be used as a general guide and is not intended to be a complete list of all work necessary to complete the project.

Enrollment in health insurance is essential to the reentry process, ensuring timely access to any needed behavioral health treatment in the community. The San Francisco Sheriff’s Office, in collaboration with the San Francisco Human Service Agency (SFHSA), is offering opportunities for health care enrollments to all eligible persons incarcerated within the county jail system.

SFSO seeks to fund a Medi-Cal Enrollment Specialist who will work closely with the Department of Public Health’s Jail Health Services as part of their CalAIM Medi-Cal Assistance team. This position will be responsible for interviews to determine eligibility and, if eligible, the submission of Medi-Cal applications.

Jail Health Services staff are responsible for determining the insurance status of all newly booked individuals and will provide the Enrollment Specialist with a daily list of uninsured persons to interview. The SFSO Medi-Cal Enrollment Specialist will conduct in-person interviews with every individual identified as uninsured and will seek to obtain consent for application assistance. Applications will be completed and submitted same day via BenefitsCal.com and include a cover sheet and User Agency identification to flag them as originating from the San Francisco County Jail. Whenever possible, persons who initially decline enrollment assistance are approached two additional times in the event that they change their mind. In addition, an individual may submit an action request at any time during incarceration to request Medi-Cal application assistance.

The Medi-Cal application assistance team maintains a shared file with SFHSA that tracks all jail-submitted Medi-Cal jail applications. SFHSA updates the application status on a regular basis and the Jail Health Services team updates the patient’s medical record accordingly. The successful proposer will also be expected to meet twice per month with SFHSA, SFSO and Jail Health Services to review the number of applications submitted and to troubleshoot any issues with the submitted applications.

The Enrollment Specialist is also responsible for providing applicants with SFHSA’s contact information as part of their application assistance interview in case the applicant is released before the application is processed.

The following are work tasks assumed necessary for this project:

• Processing healthcare enrollments for county jail inmates.

• Examining, sorting, indexing, and reviewing applications for completeness and accuracy;

• Making routine contacts with San Francisco County Jail inmates to ensure enrollment applications are complete

• Assist in conducting follow up correspondence, as needed,

• Compile information and data necessary for the preparation of various departmental reports.

Staffing

All proposers should have qualified staff with an educational background commensurate with job responsibilities. Staff must also be able to meet SFSO guidelines for jail clearance that includes a fingerprint scan and will be required to attend regularly scheduled program meetings and trainings as well as a mandatory civilian orientation that includes training on the Prison Rape Elimination Act (PREA).

P-690 (01-26) 6 Sourcing Event 0000012057

SFSO is contracting units of service and expects contract workers to be punctual and to make proper notifications when unable to attend work. When a contract employee is going to be late for work, the contract employee shall notify the Jail Health Services Medi-Cal Assistance Team at their work location.

Data Management

The successful proposer shall maintain case notes for every client interaction in its information management system to capture process outcomes such as the number of persons declining assistance and how many times they were approached.

On a monthly basis, program staff shall provide SFSO with the following service measures:

• Number of clients approached

• Number of clients who declined assistance

• Number of Medi-Cal applications submitted

B. Reserved (Regulatory and Compliance Requirements Specific to the Goods/Services Solicited).

C. Green Purchasing Requirements

In preparation for any Proposal submitted in response to this Solicitation, Proposers are required to review the City Mandatory Green Purchasing Requirements to ensure all goods and services offered to City in response to this Solicitation comply with the City’s Green Purchasing Requirements. In addition, Proposers are encouraged to refer to Attachment 1, City’s Contract Terms, for additional details related to the Green Purchasing Requirements applicable to any contract awarded pursuant to this Solicitation.

D. Reserved (Alternates and Samples).

E. Reserved (Freight on Board and Shipping Costs).

F. Reserved (Additional Purchases).

III. LOCAL BUSINESS ENTERPRISE (LBE) PROGRAM REQUIREMENTS

A. CMD Compliance Officer

The CMD Compliance Officer (CCO) for this Solicitation and any Contract awarded pursuant to this Solicitation is:

Vivian Liu Contract Monitoring Division City and County of San Francisco Tel: 415.554.0656 Email: Vivian.Y.Liu@sfgov.org Website: www.sfgov.org/cmd.

https://docs.google.com/spreadsheets/d/1JzChoAuD86PsfP6eN_KJ1f1O0ZtWATb4qmJ0rCw66Hc/edit?gid=0#gid=0?

http://www.sfgov.org/cmd

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B. Reserved (Application of LBE Rating Bonuses).

C. Reserved (LBE Subcontracting Participation Requirements)

D. Reserved (CMD LBE Forms)

E. Reserved (LBE Payment and Utilization Tracking)

IV. PROPOSAL EVALUATION CRITERIA

Evaluation Phase Maximum Points Minimum Qualifications Documentation Pass/Fail

Budget Proposal Pass/Fail

Written Proposal 50 Points

Oral Interviews 20 Points

TOTAL 70 Points

V. MINIMUM QUALIFICATIONS DOCUMENTATION REQUIRED WITH PROPOSAL

(PASS/FAIL)

Proposers must provide documentation that clearly demonstrates each Minimum Qualification (MQ) listed below has been met. Minimum Qualification documentation should be clearly marked as “MQ1”, MQ2”, etc.… to indicate which MQ it supports. Each Proposal will be reviewed for initial determination on whether Proposer meets the MQs referenced in this section. This screening is a pass or fail determination and a Proposal that fails to meet the Minimum Qualifications will not be eligible for further consideration in the evaluation process. The City reserves the right to request clarifications from Proposers prior to rejecting a Proposal for failure to meet the Minimum Qualifications.

MQ # Description

MQ #1 Proposer’s proposed changes to Attachment 1, City’s Contract Terms, by the Proposal Due Date.

MQ #2 Completed Attachment 2, Proposer Questionnaire and References.

MQ #3 Completed Attachment 4, City’s Written Proposal Template.

MQ #4 Completed Attachment 5, City’s Budget Proposal Template.

MQ #5 Evidence that Proposer has 5 years of experience within the last 10 years in the sale of goods and/or services requested by this Solicitation.

MQ #6 Proposers must be a 501(c) non-profit certified to provide service within the City and County of San Francisco. Non-profit organization must have an active governing Board of Directors, and an Executive Director responsible for the day-to-day management of the organization.

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MQ #7 Proposer must have experience working with those impacted by the criminal justice system.

MQ #8 Proposer must be an approved City vendor at the time of the contract award.

VI. WRITTEN PROPOSAL (50 POINTS)

In addition to submitting documents supporting each Minimum Qualification as required by this Solicitation, Proposers shall also submit a complete Proposal consisting of each item set forth below.

i. Proposals must be created using a word processing software (e.g. Microsoft Word or Excel) and typed in a serif font (e.g.-Times New Roman). The document must have page margins of at least .5” on all sides. Information must be provided at a level of detail that enables effective evaluation and comparison between Proposals. Failure to follow formatting, submission, or content requirements, as well as page limit restrictions (if any), may negatively impact the evaluation of your Proposal.

ii. The proposed services must be clearly explained, including a detailed description of the tasks, equipment and services that will be used to meet the proposal requirement. The reader of the proposal should have a clear understanding of each portion as well as the overall process. The use of acronyms, legal terms and industry jargon should be avoided.

iii. All proposals must clearly explain, in detail, the services that the agency is proposing to provide. Do not incorporate the service descriptions above by reference (e.g. “Services shall be provided as described in the RFP.”) Any proposal submitted without clear description for those services applied for may be rejected from consideration.

Organizations interested in responding to this RFP must submit the following information, in the order specified below:

Table of Contents (1 page )

All pages of the proposal, including all enclosures, must be clearly and consecutively numbered and correspond to the Table of Contents.

Minimum Qualifications Memo (up to 2 pages)

Proposers must submit a single consolidated memorandum demonstrating that the Agency meets all Minimum Qualification Standards (MQS) identified in this RFP. The memorandum must address each MQS individually and provide sufficient information and supporting documentation to demonstrate compliance with each requirement.

Introduction and Executive Summary (up to 2 pages)

Submit a letter of introduction and executive summary of the proposal. The letter must be signed by a person authorized by your firm to obligate your firm to perform the commitments contained in the proposal. Submission of the letter will constitute a

P-690 (01-26) 9 Sourcing Event 0000012057 representation by your firm that your firm is willing and able to perform the commitments contained in the proposal.

Project Approach (up to 5 pages)

Describe the services and activities, per project, that your firm proposes to provide to the City. Include the following information:

• Overall scope of work tasks;

• Schedule and ability to complete assessments and applications at locations where inmates are housed;

• Assignment of work within your firm’s work team;

Qualifications and Team (up to 5 pages not including organizational chart).

Provide information on your team qualifications and how these qualifications will enable your firm to provide the services described in the scope of work. Include the following:

• Name, address, and telephone number of a contact person;

• A brief description of your firm;

• Experience in working in a correctional setting;

• Organizational chart that shows how the service fits into the firm’s organization;

and

• List of Board of Directors and dates of 2025 Board meetings. Please also indicate which meetings were open to the public per Chapter 12L of the S.F. Administrative Code.

• The strategy for recruiting and retaining employees who have appropriate experience in working in a correctional setting and the ability to work with law enforcement;

• The strategy for integrating new staff into the organization; and

Include a staffing plan that shows all positions that will contribute to providing the scope of work, including the position title, a summary of the position duties, the level of experience and education required for the position, whether the position is now filled, and the proposed hourly rate of pay. If the position is filled, provide the years of experience and educational background of the incumbent. Use the format defined below.

Position Title

Position Duties

Level of Experience Required

Education Required

Filled FTE Equivalent

Proposed Hourly Rate of Pay

RFP

Coordinator

Coordinate all Office RFP processes, 3 years of equivalent

Bachelor’s Degree in related

YES 1 FTE $X.XX

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Work, developing selection criteria, and administering process work experience field, Master’s

Degree in related field may substitute for 1 year of experience

Written Evaluation Criteria Max Score Proposed Scope of Work meets SFSO expectations. 10 Demonstrated experience working with the target population in a correctional setting.

Proposed staffing plan is appropriate to provide the scope of work. 10 Demonstrated understanding of working in collaboration with San Francisco Department of Public Health and Human Service Agency.

Is the proposed budget reasonable relative to the project scope and expected outcomes?

Total 50

VII. BUDGET PROPOSAL (Pass/Fail)

A. Budget Proposal Format and Allocation of Points

In addition to submitting documents supporting each Minimum Qualification as required by this Solicitation, Proposers shall also submit a complete Budget Proposal consisting of each item set forth below. (Refer to Attachment 5, Budget Proposal Template.)

• Proposers must submit their budget proposal in Microsoft Excel format. For a contract term of three (3) years, there must be one separate Excel file for each year of the proposed contract term for a total of (3). Each file shall be titled using the following format: Agency Name Proposal for FY 2X–2X.

• Proposers must provide a detailed labor budget, where all project staff provide services directly to the client or directly supervise staff providing client services.

• Proposers may request up to 20% of their total labor budget, including benefits, in operational overhead. Overhead includes support staff such as administrative assistants, finance staff, and executive officers.

• Proposers must list all sub-contractors, describe the service provided, the hourly sub-contracting rate, and the maximum budgeted amount for each sub-contractor. Sub-contractors are not included in the labor budget. These services are not considered overhead.

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B. Price Proposal Evaluation Period

The City will attempt to evaluate Price Proposals within one-hundred eighty (180) days after receipt of Proposals. If City requires additional evaluation time, all Proposers will be notified in writing of the new expected award date.

C. Price Discrepancies

Where applicable, if there is a discrepancy between the Price Proposal and pricing entered by Proposer into the Supplier Portal, the Price Proposal pricing will prevail. In the event of a discrepancy between the unit price and the extended price, the unit price will prevail.

D. Reserved (Proposing on Separate Items or in Aggregate(s)).

E. Reserved (Application of Discounts for Evaluating Lowest Responsive Proposer.

1. Reserved (Application of LBE Bid Discount to Price Proposal).

2. Reserved (Application of Anticipated Local Tax Revenue Discount to Price Proposal).

VIII. ORAL INTERVIEWS (20 POINTS)

The Evaluation Panel will hold oral interviews with the top two Proposers that have met the Minimum Qualifications and whose Written Proposals received a score of at least 35 Points.

Prior to Oral interviews, the City will send a letter to each invited Proposer regarding the format and general rules of the interview. The City reserves the right to limit participation in the panel interviews to Proposers’ key/lead team members and to exclude, for example, sub-consultants on multiple teams. The interview evaluation process may include (and be scored based on) a presentation by the Proposer and/or interview questions from the Evaluation Panel. Those questions may include and be related to Proposers’ and key/lead team members’ qualifications, their work approach, project task descriptions, team organization, and any questions which seek to clarify Proposal components. Proposers may also be scored on follow-up questions if clarification of Proposer’s responses is necessary. The same set of interview questions will be used for all Proposers and shall be presented to Proposers at least one week prior to the date of interview to allow Proposers sufficient time to prepare their responses.

The Evaluation Panel may ask follow-up questions if clarification of Proposer’s responses is necessary. The Evaluation Panel will proceed to evaluate each Proposer based on each Proposer’s presentation and responses.

Oral Interviews will be evaluated as follows:

Oral Presentation Evaluation Criteria Max Score Agency provides clear presentation of program goals and objectives 10 Agency provides clear description of management and staff qualifications and experience

Total 20

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IX. SUPPORTING DOCUMENTATION REQUIRED PRIOR TO CONTRACT EXECUTION

Proposers must provide each Required Supporting Documentation (“RSD”) identified below prior to Award. Failure to do so may result in the Proposal being deemed Non- Responsive.

RSD #1

Evidence that Proposer is compliant or likely to become compliant within 30 calendar days of the Proposal Due Date with San Francisco Labor and Employment Code Articles 131 and 132.

RSD #2

Completed Proposal Attachments:

☐ Attachment 6: HCAO and MCO Declaration Forms ☐ Attachment 7: First Source Hiring Form

RSD #3 Insurance in accordance with Article 5 of Attachment 1, City’s Contract Terms.

RSD #4

Non-Profit Entities: If Proposer is a non-profit organization and receives a cumulative total per year of at least $250,000 in City funds or City-administered funds:

(1) a statement describing Proposer’s efforts to comply with the Chapter 12L provisions regarding public access to Proposer’ s meetings and records, and

(2) a summary and disposition of all complaints concerning the Proposer’s compliance with Chapter 12L that were filed with the City in the last two years and deemed by the City to be substantiated. If no such complaints were filed, the Proposer shall include a statement to that effect.

Failure to comply with the reporting requirements of Chapter 12L or material misrepresentation in Proposer’s Chapter 12L submissions shall be grounds for rejection of the Proposal and/or termination of any subsequent agreement reached on the basis of the Proposal.

X. FAILURE TO PROVIDE INSURANCE AND/OR BONDS

Unless otherwise stated, within ten business days of the receipt of a notice of award of a Contract, the Proposer to whom the contract is awarded shall deliver the specified bond documents and/or insurance certificates and policy endorsements to City. If the Proposer fails or refuses to furnish the required bond and/or insurance within ten days after receiving notice to award a Contract, City may, at its option, determine that the Proposer has abandoned its Proposal. Thereupon the tentative award of said contract to this Proposer shall be canceled and City shall notify the Proposer’s surety and collect on the Proposer’s bond (or the check accompanying its Proposal shall be deposited with the Treasurer of the City and County of San Francisco for collection). The proceeds thereof shall be retained by City as partial liquidated damages for failure of such Proposer to properly file the bonds and insurance herein required.

The foregoing in no way limits the damages which are recoverable by City whether or not defined elsewhere in the contract documents.

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XI. CITY’S SOCIAL AND ECONOMIC POLICY REQUIREMENTS

The San Francisco Municipal Code establishes a number of requirements for people seeking to do business with the City (“Social and Economic Policy Requirements”). These Social and Economic Policy Requirements can be found in Attachment 1, City’s Contract Terms, which Proposers are encouraged to carefully review. The Social and Economic Policy Requirements set forth below are not intended to be a complete list of all Social Policy Requirements applicable to this Solicitation and any contracts awarded from it.

A. Nondiscrimination Requirements

A Proposer selected pursuant to this Solicitation may not, during the term of the Contract, in any of its operations in San Francisco, on real property owned by San Francisco, or where work is being performed for the City elsewhere in the United States, discriminate in the provision of bereavement leave, family medical leave, health benefits, membership or membership discounts, moving expenses, pension and retirement benefits or travel benefits, as well as any benefits other than the benefits specified above, between employees with domestic partners and employees with spouses, and/or between the domestic partners and spouses of such employees, where the domestic partnership has been registered with a governmental entity pursuant to state or local law authorizing such registration, subject to the conditions set forth in San Francisco Labor and Employment Code Articles 131 and 132. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Ordinance to a contract awarded pursuant to this Solicitation.

B. Payment of Prevailing Wages

Services to be performed by an awarded Contractor under this Solicitation will involve the performance of work covered by the California Labor Code Sections 1720 and 1782, (collectively, “Covered Services”), which is incorporated into this Agreement as if fully set forth herein and will apply to any Covered Services performed by Contractor and its subcontractors.

Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

C. Health Care Accountability Ordinance (HCAO)

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 121 For each Covered Employee, the awarded Contractor shall provide the appropriate health benefit set forth in Article 121.3. If the awarded Contractor chooses to offer the health plan option, such health plan shall meet the minimum standards set forth by the San Francisco Health Commission. Information about and the text of Article 121, as well as the Health Commission’s minimum standards, is available on the web at http://sfgov.org/olse/hcao. An awarded Contractor is subject to the enforcement and penalty provisions in Article 121. Any Subcontract entered into by the awarded Contractor shall require any Subcontractor with 20 or more employees to comply with the requirements of the HCAO and shall contain contractual obligations substantially the same as those set forth in this Section. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

http://sfgov.org/olse/hcao

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D. Minimum Compensation Ordinance (MCO)

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 111. For each Covered Employee, the awarded Contractor shall pay no less than the minimum compensation required by San Francisco Labor and Employment Code Article 111, including a minimum hourly gross compensation, compensated time off, and uncompensated time off. An awarded Contractor is subject to the enforcement and penalty provisions in Article 111. Information about and the text of Article 111 is available on the web at http://sfgov.org/olse/mco. An awarded Contractor is required to comply with all of the applicable provisions of Article 111, irrespective of the listing of obligations in this Section.

Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

E. First Source Hiring Program

A Proposer selected pursuant to this Solicitation shall comply with all of the applicable provisions of the First Source Hiring Program, Chapter 83 of the San Francisco Administrative Code. Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

F. (Reserved) Sweatfree Procurement

A contract awarded pursuant to this Solicitation shall be subject to SF Labor and Employment Code Article 151, the City’s Sweatfree Contracting Ordinance. A Proposer selected pursuant to this solicitation will be required to identify relevant information about the manufacturers and factories supplying apparel, garments, and corresponding sewn accessories under the contract.

Refer to Attachment 1, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

G. Non-Profit Entities

To receive a contract under this Solicitation, any nonprofit Proposer must be in good standing with the California Attorney General’s Registry of Charitable Trusts by the time of contract execution and must remain in good standing during the term of the agreement. Upon request, Proposer must provide documentation to the City demonstrating its good standing with applicable legal requirements. If Proposer will use any nonprofit subcontractors to perform the agreement, Proposer will be responsible for ensuring they are also in compliance with all requirements of the Attorney General’s Registry of Charitable Trusts at the time of Contract execution and for the duration of the agreement.

H. Other Social Policy Provisions

Attachment 1, City’s Contract Terms, identifies the City’s applicable social policy provisions related to a contract awarded pursuant to this Solicitation. Proposers are encouraged to carefully review these terms and ensure they are able to comply with them.

http://sfgov.org/olse/mco

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XII. TERMS AND CONDITIONS FOR RECEIPT OF PROPOSALS

A. How to Register as a City Supplier

The following requirements pertain only to Bidders not currently registered with the City as a Supplier.

Step 1: Register as a BIDDER at City’s Supplier Portal:

https://sfcitypartner.sfgov.org/pages/index.aspx

Step 2: Follow instructions for converting your BIDDER ID to a SUPPLIER ID. This will require you to register with the City Tax Collector’s Office and submit the online 12B Declaration for Article 131 (Equal Benefits Program) compliance through the Supplier portal.

Once these forms have been completed, submitted, and processed, you will be notified via email with your organization's new Supplier ID. That email will also provide instructions for completing your Supplier registration.

City Business Tax Registration Inquiries: For questions regarding business tax registration procedures and requirements, contact the Tax Collector’s Office at

(415) 554-4400 or, if calling from within the City and County of San Francisco, 311.

Equal Benefits Program Inquiries: For questions concerning the San Francisco Labor and Employment Code Articles 131 and 132, go to: www.sfgov.org/cmd.

B. Proposal Questions and Submissions

1. Proposer Questions and Requests for Clarification

Proposers shall address any questions regarding this Solicitation to the Contract Administrator whose name and contact information appears on the cover page of this Solicitation. Proposers who fail to submit questions concerning this Solicitation and its requirements will waive all further rights to protest based on the specifications and conditions herein. Questions must be submitted by email to the Contract Administrator whose name and contact information appears on the cover page of this Solicitation no later than Written Questions Due Date. A written Addendum will be executed addressing each question and answer and posted publicly. It is the responsibility of the Proposer to check for any Addenda and other updates that will be posted on the City’s Supplier Portal:

https://sfcitypartner.sfgov.org/pages/Events-BS3/event-search.aspx.

2. Proposal Format

Proposals must be created using a word processing software (e.g. Microsoft Word or Excel) and typed in a serif font (e.g.-Times New Roman). The document must have page margins of at least .5” on all sides. The proposal must be converted to a PDF prior to submission. Information must be provided at a level of detail that enables effective evaluation and comparison between Proposals. Failure to follow formatting, submission, or content requirements, as well as page limit restrictions (if any), may negatively impact the evaluation of your Proposal.

3. Time and Place for Submission of Proposals

Prior to the Proposal submission deadline, Proposers must email their completed proposals and budgets to Patricia.E.Martinez@sfgov.org. Late submissions will not be https://sfcitypartner.sfgov.org/pages/index.aspx http://www.sfgov.org/cmd https://sfcitypartner.sfgov.org/pages/Events-BS3/event-search.aspx

P-690 (01-26) 16 Sourcing Event 0000012057 considered. Each original Proposal received will be screened to ensure that all content required by this Solicitation is included. Partial or complete omission of any required content may disqualify Proposals from further consideration. Late Proposal submissions will not be considered and failure to adhere to the above requirements may result in the complete rejection of your Proposal.

C. RFP Addenda

The City may modify this Solicitation, prior to the Proposal Due Date, by issuing an Addendum to the Solicitation, which will be posted on the San Francisco Supplier Portal. Every Addendum will create a new version of the Sourcing Event and Proposers must monitor the event for new versions. The Proposer shall be responsible for ensuring that its Proposal reflects any and all Addenda issued by the City prior to the Proposal Due Date regardless of when the Proposal is submitted. Therefore, the City recommends that the Proposer consult the website frequently, including shortly before the Proposal Due Date, to determine if the Proposer has downloaded all Solicitation Addenda. It is the responsibility of the Proposer to check for any Addenda, Questions and Answers documents, and updates, which may be posted to the subject Solicitation.

THE SUBMITTAL OF A RESPONSE TO THIS SOLICITATION SHALL EXPLICITLY STIPULATE

ACCEPTANCE BY PROPOSERS OF THE TERMS FOUND IN THIS SOLICITATION, ANY AND ALL

ADDENDA ISSUED TO THIS SOLICITATION, AND THE PROPOSED CONTRACT TERMS.

D. Public Disclosure

All documents under this solicitation process are subject to public disclosure per the California Public Records Act (California Government Code Section §6250 et. Seq) and the San Francisco Sunshine Ordinance (San Francisco Administrative Code Chapter 67). Contracts, Proposals, responses, and all other records of communications between the City and Proposers shall be open to inspection immediately after a contract has been awarded. Nothing in this Administrative Code provision requires the disclosure of a private person’s or organization’s net worth or other proprietary financial data submitted for qualification for a contract or other benefit until and unless that person or organization is awarded the contract or benefit.

If the City receives a Public Records Request (“Request”) pertaining to this solicitation, City will use its best efforts to notify the affected Proposer(s) of the Request and to provide the Proposer with a description of the material that the City deems responsive and the due date for disclosure (“Response Date”). If the Proposer asserts that some or all of the material requested contains or reveals valuable trade secret or other information belonging to the Proposer that is exempt from disclosure and directs the City in writing to withhold such material from production (“Withholding Directive”), then the City will comply with the Withholding Directive on the condition that the Proposer seeks judicial relief on or before the Response Date. Should Proposer fail to seek judicial relief on or before the Response Date, the City shall proceed with the disclosure of responsive documents.

E. Limitation on Communications During Solicitation

From the date this Solicitation is issued until the date the competitive process of this Solicitation is completed (either by cancelation or final Award), Proposers and their

P-690 (01-26) 17 Sourcing Event 0000012057 subcontractors, vendors, representatives and/or other parties under Proposer’s control, shall communicate solely with the Contract Administrator whose name appears in this Solicitation.

Any attempt to communicate with any party other than the Contract Administrator whose name appears in this Solicitation – including any City official, representative or employee – is strictly prohibited. Failure to comply with this communications protocol may, at the sole discretion of City, result in the disqualification of the Proposer or potential Proposer from the competitive process. This protocol does not apply to communications with the City regarding business not related to this Solicitation.

F. Proposal Selection Shall not Imply Acceptance

The acceptance and/or selection of any Proposal(s) shall not imply acceptance by the City of all terms of the Proposal(s), which may be subject to further approvals before the City may be legally bound thereby.

G. Cybersecurity Risk Assessment

As part of City’s evaluation process, City may engage in Cybersecurity Risk Assessment (CRA). CRA may be performed for each entity manufacturing the product, performing technical functions related to the product’s performance, and/or accessing City’s networks and systems.

Where a prime contractor or reseller plays an active role in each of these activities, CRA may also be required for the prime contractor or reseller.

To conduct a CRA, City may collect as part of this Solicitation process one of the following two reports:

• SOC-2 Type 2 Report: Report on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy; or

• City’s Cyber Risk Assessment Questionnaire: Proposer’s responses to a City’s Cyber Risk Assessment Questionnaire.

The above reports may be requested at such time City has selected or is considering a potential Proposer. The reports will be evaluated by the soliciting Department and the City’s Department of Technology to identify existing or potential cyber risks to City. Should such risks be identified, City may afford a potential Proposer an opportunity to cure such risk within a period of time deemed reasonable to City. Such remediation and continuing compliance shall be subject to City’s on-going review and audit through industry-standard methodologies, including but not limited to: on-site visits, review of the entities’ cybersecurity program, penetration testing, and/or code reviews.

H. Solicitation Errors and Omissions

Proposers are responsible for reviewing all portions of this Solicitation. Proposers are to promptly notify the City, in writing and to the Solicitation contact person if the Proposer discovers any ambiguity, discrepancy, omission, or other error in the Solicitation. Any such notification should be directed to the City promptly after discovery, but in no event later than the deadline for questions. Modifications and clarifications will be made by Addenda as provided below.

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I. Objections to Solicitation Terms

Should a Proposer object on any ground to any provision or legal requirement set forth in this Solicitation, the Proposer must, no later than the deadline for questions, provide written notice to the City setting forth with specificity the grounds for the objection. The failure of a Proposer to object in the manner set forth in this paragraph shall constitute a complete and irrevocable waiver of any such objection.

J. Protest Procedures

1. Protest of Non-Responsiveness Determination

Within three (3) business days of the City's issuance of a Notice of…