Suicide_and_Self-Harm_Reduction_Services.pdf

COUNTY OF ORANGE

HEALTH CARE AGENCY

REQUEST FOR PROPOSAL (RFP)

FOR

SUICIDE AND SELF-HARM REDUCTION SERVICES

RFP NO. 042-2735902-JC

County of Orange RFP

Health Care Agency - Suicide and Self-Harm Reduction Services, 042-2735902-JC

County of Orange

Health Care Agency

Procurement Services

405 W 5th Street

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release Project Date October 31, 2024

Question Submission Deadline November 18, 2024, 4:00pm

Question Response Deadline November 20, 2024, 4:00pm

Proposal Submission Deadline November 25, 2024, 4:00pm

Contractor Selection Date Upon Approval by Board of Supervisors

**This is a proposed schedule that is subject to change. Any changes to the schedule for the RFP process will be issued to all Respondents via addenda on the County’s online bidding system https://procurement.opengov.com/portal/ocgov **

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Monday, November 25, 2024

4:00 pm https://procurement.opengov.com/portal/ocgov

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. SCOPE OF WORK

SECTION 3. WRITTEN PROPOSAL SCORING FORMAT

SECTION 4. PROPOSAL RESPONSE REQUIREMENTS

SECTION 5. OCLSB AND DVBE PREFERENCE POLICIES CERTIFICATION

REQUIREMENTS

Attachments:

A - MA-042-XXXXXXXX_S&SH_Model Contract

B - Suicide and Self-Harm_BUDGET_PACKAGE

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange, Health Care Agency (hereinafter referred to as “County”), is soliciting proposals from qualified organizations (hereinafter referred to as “Respondents”) for early intervention and postvention supportive services, in support of suicide and self-harm reduction for County of Orange Residents. Respondents must meet the minimum qualifications and requirements as set forth within the Request for Proposal (RFP) and be capable of providing services identified in the Scope of Work herein.

To be eligible to submit a proposal, Respondent must be a community-based organization that is

Medi-Cal certified or has the ability to become Medi-Cal certified with resources available to support billing practices. Government offices are not eligible to submit a proposal. Respondent must demonstrate their ability and that the resources are established and available to provide service on the first day of the contracted period.

1.2 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

A. Proposals are to be uploaded via the County's Online Bidding System at https://procurement.opengov.com/portal/ocgov. This is a fully electronic Request for

Proposals (RFP). Respondents must submit their proposals online via County’s online bidding system. Only electronic proposals will be accepted. Facsimile and e-mail proposals will NOT be allowed. For assistance on uploading proposals via County’s online bidding system, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

Note: Allow sufficient time to upload all required files. The County's eProcurement Portal will not allow any uploads after the due date and time specified herein, e.g.; if Part 1 and 2 uploaded successfully at 3:58:38 P.M. and Part 3 is in progress of being uploaded at 4:00:01

P.M., Part 3 will not upload successfully.

B. Examine the RFP documents and the site of the proposed work carefully before submitting a Proposal for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all RFP Documents. County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Proposal. If any person contemplating submitting a response to this RFP is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Purchasing Agent (DPA) via the County’s online bidding system under the bid page for this RFP. If clarification or interpretation of this RFP is considered necessary by County, an addendum shall be issued, and the information will be posted via https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/

County’s online bidding system. Any interpretation of, or correction to, this RFP shall be issued by the DPA. It is the responsibility of each Respondent to periodically check

County’s online bidding system to ensure that they have received and reviewed any and all addenda to this RFP. County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information. If an addendum is issued, Respondents must acknowledge the addendum via County’s eProcurement Portal.

All questions or requests for interpretations must be received on Monday, November 18, 2024, before 4:00 pm as specified in the RFP. Respondents are not to contact other County personnel with any questions or clarifications concerning this RFP. The DPA will provide all official communication concerning this RFP. Any County response relevant to this RFP other than through or approved by the DPA is unauthorized and will be considered invalid.

C. Proposals must be valid for a period of at least three hundred sixty-five (365) calendar days from the Proposal Submission Deadline. No Proposal may be withdrawn after the submission date.

D. All pages must be numbered and identified sequentially by section. Proposals must be tabbed and indexed in accordance with the information requested in the Proposal Response

Requirements Section. It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this RFP shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

E. Proposals are not to be marked as confidential or proprietary. County may refuse to consider any Proposal so marked. All Proposals and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code

7920 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. County shall not be liable in any way for disclosure of any such records. Additionally, all Proposals shall become the property of County. County reserves the right to make use of any information or ideas in the Proposals submitted. Respondents should not request that certain information be treated as exempt, and statements in the Proposals should not be marked as confidential or proprietary.

F. Each Respondent shall exercise reasonable care and diligence to avoid submitting a

Proposal that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to Respondent, Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in Proposal.

In the event Respondent has done work for County on this Project in the past or has reason to believe that a conflict of interest may exist for Respondent in regard to this Project, Respondent should consult with its legal counsel prior to responding to this RFP. Any

Respondent who is found to have an actual conflict of interest may have its Proposal rejected on that ground. Respondent, its employees and/or consultants may be subject to the provisions of the California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of Economic Interest (Form 700). If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the Contract by County.

Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Act.

G. By submitting a Proposal, Respondent represents that it thoroughly examined County’s requirements, is familiar with the services required under this RFP and is qualified and capable of providing the services to achieve County’s objectives.

H. Each Respondent must submit its Proposal in strict accordance with all requirements of this RFP and compliance must be stated in the Proposal. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items on additional information section for County’s consideration as specified in the Proposal

Response Requirements Section, “Statement of Compliance.”

I. County reserves the right to request proposal revisions and hold discussions and negotiations with any Respondent as necessary to serve the best interests of County. Any

Proposal may be rejected if it is conditional, incomplete or deviates from specifications in this RFP. County reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or other improprieties which County deems reasonably correctable or otherwise not warranting rejection of the Proposal. Any waiver will not excuse a

Respondent from full compliance.

J. Pre-contractual expenses are not to be included in the Cost Proposal. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Respondent in: a) preparing its Proposal in response to this RFP; b) submitting that Proposal to County;

c) negotiating with County any matter related to Respondent’s Proposal; and d) any other expenses incurred by Respondent prior to the date of award and execution, if any, of the contract.

K. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFP. Failure to comply with the technical features and acknowledgment of receipt of addenda are common causes for holding a

Proposal nonresponsive.

L. Where two or more Respondents desire to submit a single Proposal in response to this solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture.

County intends to contract with a single organization that may subcontract with multiple organizations (team) but not with multiple organizations doing business as a joint venture.

M. County does not require and neither encourages nor discourages the use of lobbyists or other consultants for the purpose of securing business.

N. County requires a valid UEI number prior to Contract Award. Respondent must obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your proposal submission response.

O. County reserves the right to: a) negotiate the final Contract with any Respondent(s); b) withdraw this RFP in whole or part at any time without prior notice (the County makes no representations that any Contract will be awarded to any Respondent responding to this

RFP); c) award its total requirements to one Respondent or to apportion those requirements among two or more Respondents; d) reject any Proposal if it is conditional, incomplete or deviates significantly from the services requested in this RFP; and/or e) request Best and

Final Offer from any Respondent determined to be within the competitive range. Unless requested by the County, late Best and Final Offers will not be accepted by the County for any reason.

1.3 PROTEST PROCEDURES:

All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

1. The name, address, and telephone number of the protestor.

2. The signature of the protestor or the protestor’s representative.

3. The solicitation or contract number.

4. A detailed statement of the legal and/or factual grounds for the protest; and,

5. The form of relief requested.

Written protests must be sent to:

County of Orange/Health Care Agency

Procurement and Contract Services

405 W. 5th Street, 6th Floor

Santa Ana, CA 92701 http://www.usfcr.com/

Attn: Juan Corral hcapcs@ochca.com

A. Protest of Bid/Proposal Specifications: All protests related to proposal specifications must be submitted to the Deputy Purchasing Agent, no later than five (5) business days prior to the Proposal Submission Deadline. Protests received after the five (5) business-day deadline will not be considered by County. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a proposal prior to the close of the solicitation in accordance with the proposal submittal procedures provided in this RFP.

B. Protest of Award of Contract: In protests related to the award of a contract, the protest must be submitted no later than five (5) business days after the notice of intent award is provided by the DPA. Protests relating to a proposed contract award which are received after the five (5) business day deadline will not be considered by County.

C. Protest Process

1. In the event of a timely protest, County shall not proceed with the solicitation or award of the contract until the DPA renders a decision on the protest.

2. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

3. County may, after providing written justification to be included in the procurement file, make the determination that an immediate award of the contract is necessary to protect the substantial interests of County. The award of a contract shall in no way compromise the protestor’s right to the protest procedures outlined herein.

4. If the protestor disagrees with the decision of the, DPA the protestor may submit a written appeal to County Procurement Officer requesting an appeal to the

Procurement Appeals Board, in accordance with the process stated below.

D. Appeal Process

1. If the protestor wishes to appeal the decision of the DPA, the protestor must submit, within three (3) business days from receipt of the DPA’s decision, a written appeal to the Office of the County Procurement Officer.

Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor mailto:hcapcs@ochca.com

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ocgov.com

1. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the grievance, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the appeal shall be forwarded to the Procurement Appeals Board.

2. The decision of the County Procurement Officer will be final and there shall be no right to any administrative appeals of this decision.

1.4 EVALUATION PROCESS AND CRITERIA

Proposals shall be evaluated by an Evaluation Panel of job knowledge experts based on the responses to the requirements in this RFP. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFP. County may request clarifications, or otherwise verify the contents of the Proposal, including information on Respondent and proposed sub-contractors.

Minimum Qualification/Requirements Stage

All timely submitted Proposals first will be evaluated by the DPA for the minimum RFP requirements set out below. The minimum RFP qualifications will be verified by the DPA for the

Proposal to be deemed responsive.

Respondent’s Proposal shall meet the following minimum qualifications/requirements to proceed to the evaluation and scoring process:

Respondent must meet the following minimum requirements listed below:

A. In order to be eligible to enter into a contract with County, an individual or entity must not be listed on the current Cumulative Sanction List of the Office of the Inspector

General (U.S. Department of Health and Human Services) or the General Services

Administration’s list of parties excluded from federal programs, or the California Medi-

Cal Suspended and Ineligible Provider List. Accordingly, County will not review any proposal submitted by an individual or entity found to be on any of these lists and the proposal will automatically be rejected. County will notify Respondent of this determination in writing.

County plans to use the following databases to identify individuals and entities that are not eligible to contract with County:

• https://exclusions.oig.hhs.gov/

• https://sam.gov/search/

• Medi-Cal Suspension Search Database mailto:CPOAppeals@ocgov.com https://exclusions.oig.hhs.gov/ https://sam.gov/search/

• Social Security Administration’s Death Master File

It is the sole responsibility of all respondents to verify that they are not on any of these lists prior to preparing, and submitting, a proposal in response to this RFP. Correction of any errors found on any of the lists, above, is the sole responsibility of Respondent and must be made prior to submission of the proposal.

B. In addition, in order to be eligible to enter into a contract with County, an individual or entity must not have any pending charge(s) or conviction(s) for violation of criminal law(s) and/or any sanction(s) or disciplinary action(s) imposed or taken against them by any federal or state law enforcement, regulatory or licensing agency or body, including exclusion from Medicare and Medicaid programs. Accordingly, all respondents must self-disclose with explanation, or deny the existence of this information pertaining to their principals, executives, and managers directly involved with the performance of the services solicited herein.

Proposals deemed to meet all minimum qualifications/requirements will move to the evaluation process stage.

Evaluation Process Stages

The evaluation process stage may be conducted in two phases. Phase I will be an evaluation of the written proposal based on the evaluation criteria for all Respondents and Phase II will be an evaluation of the interview/presentation for only the highest-rated Respondents in Phase 1 that are invited to participate in Phase 2. The Evaluation Panel has the right to determine whether to conduct Phase 2 and the number of Respondents who will participate in Phase 2 if it is conducted.

Please note that contract award will be made to the responsible Respondent whose proposal is most advantageous to County, taking into consideration the applicable evaluation criteria. Cost

Proposal as an evaluation criterion does not require County to select respondent with the lowest cost proposal.

Phase 1:

In Phase 1, written proposals will be scored by the Evaluation Panel using the established weighted criteria set out in Section 3. Budget portion will be scored by County staff. Written

Proposal Scoring Format, which have been assigned points before the submission of proposals that measure the responsiveness to each criterion.

The Evaluation Panel will evaluate the written materials solely on the quality of the responses to all questions and requirements of this RFP using the evaluation criteria. The total number of points earned for all criteria will be tallied for each proposal, and the proposals will be rank-ordered based upon the points earned.

Phase 2:

If the Evaluation Panel decides to conduct Phase 2, then the selected highest-ranked

Respondent(s) from Phase 1 invited to participate in Phase 2 will provide an interview/presentation on their proposed. Respondents must be prepared to travel to County at their own expense to make their interview/presentation within ten (10) calendar days after notification by the DPA. Respondents must be prepared to discuss all aspects of their proposal in detail, including answering technical questions. Respondents are not allowed to alter or amend their proposal during the interview/presentation process.

Respondents' total score shall be as follows if the Evaluation Panel conducts Phase 2:

Written Proposal/Oral Presentation Score in Phase 1: 900 points

Interview/Presentation Score in Phase 2: 100 points

Please note that, if the Evaluation Panel does not conduct Phase 2, the total score for all

Respondents is the points awarded in Phase 1. If the Evaluation Panel does conduct Phase 2, Respondents that County elects not to invite to participate in Phase 2 will not have a total score.

Respondent agrees that the submission of a proposal is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. Failure to comply with any such request may disqualify a

Respondent from further consideration.

1.5 SELECTION/AWARD PROCESS

Upon the completion of the evaluation process, the Evaluation Panel will make a recommendation for an award to DPA. Final award determination shall be subject to reference checks and past performance and may be subject to approval(s) by the County Board of Supervisors. In addition, County reserves the right to verify and validate any information prior to the Contract Award and during the entire term of the contract.

The Model Contract contained in this RFP is the contract proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this

RFP, including special conditions and requirements and those added by addendum, necessary attachments, and to reflect Respondent’s Proposal and qualifications. Any additional exceptions to the terms and conditions made by any Respondent after submission of its Proposal may result in its elimination from further consideration.

Negotiations may or may not be conducted with the finalist(s); therefore, the Proposal submitted should contain Respondent(s) most favorable terms and conditions, since the selection and award may be made without further discussion or need for clarification.

If a satisfactory contract cannot be negotiated in a timely manner, County, in its sole discretion, may terminate negotiations with the selected Respondent and begin negotiations with the next

Respondent.

1.6 TITLE VI SOLICITATION NOTICE

The County of Orange, in accordance with the provisions of the Title VI of the Civil Rights Act of 1964 (78

Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all Respondents that it will affirmatively ensure that any contract entered into pursuant to this advertisement, will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

1.7 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9 REQUIREMENTS

Effective June 3, 2006, all contractors, entering into a contract with County, who are not already established in Countywide ERP System as an Auditor-Controller vendor, are required to submit to

County a federal Form W-9, or form W-8 for foreign vendors. County will inform Respondent, at the time of award, if the Form W-9 or W-8 is required.

In order to comply with this County requirement, within ten (10) calendar days of notification of selection of award of contract but prior to official award of contract, the selected Respondent agrees to furnish to Contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

1.8 COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED

VETERAN BUSINESS ENTERPRISE (DVBE) PREFERENCE POLICIES:

A. OCLSB: Effective January 1, 2020, the Orange County Board of Supervisors adopted the

OCLSB Preference policy. Implementation of the OCLSB Preference policy supports local businesses, the local economy and the development of the County’s tax base.

To be certified as a Local Small Business by the County of Orange, a business shall meet

(1) and (2) below:

1. Local Business requirements:

a. Maintains their principal center of operations (i.e. headquarters) within Orange

County, and;

b. Has:

i. a business address located in the County of Orange that is not a post office box, or

ii. a valid business license or certificate of occupancy issued by the County of

Orange or by an Orange County city, or other documentation acceptable to the

County of Orange.

2. Small Business Requirements:

a. Must be certified as a Small Business by the State of California Department of

General Services (DGS); and,

b. DGS Small Business requirements must be valid at the time of bid/proposal submittal.

B. DVBE: Effective January 1, 2021, County of Orange Board of Supervisors adopted the

DVBE Preference policy. The DVBE Preference policy supports local business opportunity, economy and the development of the County’s tax base, and in addition recognizes the service and sacrifice given by the men and women of our Armed Forces.

To be certified as a Disabled Veteran Business Enterprise by the County of Orange, a business shall meet (1) and (2) below:

1. Must be certified as a DVBE by the State of California Department of General

Services (DGS); and,

2. DGS DVBE requirements must be valid at the time of bid/proposal submittal.

To participate as an OCLSB and/or DVBE please read and follow the process outlined in

SECTION 5 Titled - COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) CERTIFICATION

REQUIREMENTS.

SECTION 2. SCOPE OF WORK

2.1 SCOPE OF WORK:

A. TARGET POPULATION

The services shall be made available to individuals who have experienced or are experiencing thoughts of self-harm or suicide, including those who have survived a suicide attempt and/or who have been discharged from a Partial Hospitalization/Intensive

Outpatient Program (PHP/IOP). Additional services shall also be available to family members or loved ones who have experienced a loss due to suicide.

B. SERVICES TO BE PROVIDED

1. Postvention Services - Survivor Support Services, incorporating:

a. Individual intervention and group support for Orange County residents who have experienced thoughts of self-harm or suicide, are at an identified high risk, including those who have survived a suicide attempt and/or who have been discharged from a PHP/IOP;

b. Loss support for individuals who have survived the loss of a someone close to them as a result of suicide, this may include more immediate loss-team response following a loss as well as follow-up individual and group-based intervention strategies.

c. Individualized assessment, treatment planning, safety planning, and discharge planning to ensure that the services provided best meet the needs of the individual served;

d. Evidence-based and culturally informed interventions;

e. A peer component of intervention and support;

f. Referral and linkage to appropriate follow-up care, as needed;

g. Established billing procedures to ensure that, when possible and appropriate, services will be billed to the individual's established insurance provider in place of the use of MHSA/BHSA funding;

h. Clinical documentation procedures and tools that align with established standards of care; and

i. Tools to facilitate data collection and reporting.

2. Community Outreach, incorporating:

a. Ongoing community outreach, including social media or digital marketing, in order to support community awareness of these and other early intervention and postvention services and to enhance access to this and other community resources.

b. An active role within the Orange County Community Suicide Prevention

Coalition; and,

c. Tools to facilitate data collection and reporting.

C. PERFORMANCE OUTCOMES

1. Annually evaluate and measure the impact and effectiveness of services using process and impact evaluation:

a. Process evaluation uses appropriate tools to measure and track performance goals/utilization. At minimum, this may include number of individuals served (by type of service provided), number of referrals received by the program, number and types of referrals and linkages made by the program, number of support groups and individual sessions conducted, number of community-based loss responses conducted, and number of outreach activities conducted.

b. Impact evaluation will determine if the service/intervention had the desired effect by measuring changes in risk, mood, knowledge, attitude and behavior. These changes may be evaluated through self-reported improvement using, validated clinical measures, post-tests or surveys. Respondent will be expected to work with

Health Care Agency (HCA) to determine anticipated impact of services.

2. Ability to measure and store outcomes using HCA’s universal method of collecting and storing data. Access will be given to County’s provided data platform and reporting system which must be utilized for tracking individual enrollment, demographics, trends, and service utilization.

3. Use appropriate security measures as required by HCA, when collecting and using data and HCA's data reporting system.

D. STAFFING REQUIREMENTS

1. Respondent shall incorporate a staffing model that will support the operations of the

Suicide and Self-Harm Reduction Services, including:

a. Administrative functions

b. Programmatic operations

c. Clinical operations

d. Technological operations

e. Data reporting processes

f. Clinical support, training and supervision

E. FACILITY REQUIREMENTS

1. Suicide and Self-Harm Reduction Services should be provided at a facility located in

Orange County with sufficient space to support the operational needs of services described in the RFP. Hours of operation should ensure that services are available to the community in a manner sufficient to meet individual needs.

SECTION 3. WRITTEN PROPOSAL SCORING FORMAT

3.1 PHASE 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Respondent Qualifications & Experience Points Based 225 (25% of Total)

2. Services Points Based 180 (20% of Total)

3. Performance Objectives Points Based 130 (14.4% of Total)

4. Staffing Points Based 135 (15% of Total)

5. Budget

*Budget will be scored by County Staff

Points Based 135 (15% of Total)

6. Facility Points Based 45 (5% of Total)

7. Compliance with Model Contract

*Note: Respondents submitting exceptions to the County Model Contract of this RFP, may receive a score of “0” for this criterion.

Points Based 50 (5.6% of Total)

3.2 PHASE 2

No. Evaluation Criteria Scoring Method Weight (Points)

1. Presentation/Interview Scoring Format: 100 points maximum:

County reserves the right to conduct, or to not conduct, interviews and/or presentations with the highest-scored Respondent(s). The decision whether to conduct interviews/presentations rests solely with County and the decision of the

Evaluation Panel is final. Respondents shall be ready to attend interview within ten (10) calendar days of notification. Any inquiry to determine the responsibility of a Respondent to this RFP may be conducted. Respondent agrees that the submission of a Proposal is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. County may also send written questions and ask for written responses within five (5) business days, none of which may alter or amend Respondent's proposal. Failure to comply with any such request may disqualify a Respondent from further consideration. Respondents must be prepared to discuss all aspects of their proposal in detail, including technical questions.

Respondents are not allowed to alter or amend their Proposal through the use of the presentation process.

NOTE: If interview/presentations are not conducted, the Written Proposal shall constitute the total score.

Points Based 100 (100% of Total)

SECTION 4. PROPOSAL RESPONSE REQUIREMENTS

Proposals must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Proposals are limited to 45 single sided pages. Response to Part 1 and

Part 2 will not count against the 45-page limit. All items listed in Part 3 will count against the page limit, no exceptions.

Note: Proposals that exceed the page limit noted above may be disqualified from further consideration.

Proposals must be electronically organized into three (3) sections and must be indexed in the order outlined below. List questions and responses and/or attachments as numbered and listed within each section.

4.1 COMPLIANCE STATEMENTS (PART 1)

Some *required questions might not be applicable to your organization. Do not leave any required fields blank. Please indicate "N/A" when necessary. A required field that is left blank will prohibit your response from being submitted.

*indicates that it is required.

4.1.1 Validity of Proposal *

County requires that all Proposals be valid for at least three hundred sixty-five (365) calendar days. Submissions not valid for at least three hundred sixty-five (365) calendar days will be considered nonresponsive. Respondent shall state the length of time for which the submitted

Proposal shall remain valid below:

Please state 365 calendar days if your proposal will be valid for that period of time. If your proposal will be valid for a different period of time please list the appropriate number of calendar days.

Maximum response length: 100 characters

*Response required

4.1.2 Certification of Understanding *

County assumes no responsibility for any understanding or representation made by any of its officers, employees or agents during or prior to the execution of any contract resulting from this solicitation unless:

A. Such understanding or representations are expressly stated in the contract; and

B. The contract expressly provides that County therefore assumes the responsibility.

Representations made but not expressly stated and for which liability is not expressly assumed by County in the contract shall be deemed only for the information of the Respondent.

Respondent certifies that such understanding has been considered in this response.

☐ Please confirm

*Response required

4.1.3 Minimum Qualifications/Requirements Statement*

Respondent shall certify that it meets all minimum qualifications and requirements set forth herein.

☐ Please confirm

*Response required

4.1.4 Certificate of Insurance *

Respondent shall certify its willingness and ability to provide the required insurance coverage and certificates as set forth in the Model Contract.

☐ Please confirm

*Response required

4.1.5 W-9 Requirements *

Respondent shall certify its willingness and ability to provide W-9 Requirements as indicated in this RFP (will obtain at the time of award).

☐ Please confirm

*Response required

4.1.6 Department of the Treasury, Internal Revenue Service Form W-9 Requirements

Effective June 3, 2006, all contractors, entering into a contract with County, who are not already established in Countywide Accounting and Personnel System (CAPS) as an Auditor-Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform contractor, at the time of award, if the Form W-9 or W-8 will be required.

In order to comply with this County requirement, within ten (10) calendar days of notification of selection of award of contract but prior to official award of contract, the selected Respondent agrees to furnish to Contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

Respondent may upload the appropriate form here or comply within the ten (10) calendar days as described above.

4.1.7 Conflict of Interest *

Respondent must certify and select option 1 or 2 below:

A. Respondent certifies current/past financial, business or other relationship(s) with the County exist/existed as follows:

A. Disclose any financial, business or other relationship with County, any other entity that the County Board of Supervisors governs, or any County Board member, officer or employee, which may have an impact, affect or influence on the outcome of the services you propose to provide. Provide a list of current clients, employees, principals or shareholders (including family members) who may have a financial interest in the outcome of services you propose to provide.

B. Disclose any financial, business or other relationship within the last three (3) years with any organization or member of any organization who may have a financial interest in the outcome of the work.

2. Respondent certifies that no relationships exist/existed as outlined in Option 1 above.

☐ Respondent certifies current/past financial, business or other relationship(s) with County exist/existed as follows.

☐ Respondent certifies that no relationships exist/existed as outlined in Option 1 above.

*Response required

4.1.8 Statement of Compliance*

A statement of compliance with all parts of this RFP or a listing of exceptions and suggested changes must be submitted in response to this RFP.

• Yes: This response is in strict compliance with said RFP, including, but not limited to, the terms and conditions set forth in the Contract and its Attachments, and no exceptions thereto are proposed.

• No: If there are any proposed exceptions, Respondent shall answer "No" to this question and proceed to attach a list any and all exceptions in accordance with the instructions provided after "No" is selected.

☐ Yes

☐ No

*Response required

When equals "No"

4.1.9 Attachment for each proposed exception must include:*

A. The RFP/Model Contract page number and section of the provision Respondent is taking exception to;

B. The complete provision Respondent is taking exception to;

C. Respondent’s suggested rewording;

D. Reason(s) for submitting the proposed exception; and

E. Any impact the proposed exception may have on cost, scheduling, or other areas.

*Response required

4.1.10 Non-Collusion Affidavit*

Each Respondent must execute the Non-Collusion Declaration contained in the RFP and submit it with the Proposal.

The County of Orange may require that Respondent, before awarding any subcontract, secure

Non-Collusion Declarations from proposed Subcontractors. The County of Orange does not conduct business with Respondents who engage in the act of Collusion.

• Non-Collusion_Affidavit.docx

*Response required

4.1.11 Non-Collusion Declaration - A*

https://government-project.s3.us-west-2.amazonaws.com/65972/f9ecd2a8-fe8a-48fa-8fe6-ce482a914257_Non-Collusion_Affidavit.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4H5MSG2AP%2F20241031%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20241031T183039Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEBoaCXVzLXdlc3QtMiJHMEUCIQC%2Bu8sP60uVTWkpvM8lutGJSilE6va468FuGDKbqPXdBwIgHbXrsw6ELWqyT2MNEqLCKPBwqA8ATRio5VQYgnRpzg0qjAUIkv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDNSHRwxxrxr543KqsCrgBLIu3JtfB49u9JKenVaG3xQh%2Far4slUTHoAR5WnsFJW5KQm5u%2FwDem7laHTzyjq8zC%2FLKqh4DqVK6FVexbDikw%2F8Jb6%2BtYR8CtCqzTy5zMzA53k5zA%2Fb4NmSD%2FJohzHWA%2FdXwdqRKmRlW%2FCk24jDqDd0AU6Bq%2FplVXDfx7U6HZSO6yL3Pnj6pDpvM5iFYr5dy5T%2Fta%2BQM7ItfNA2fK%2Bn4q1oRFWavuDZwqOZ2RvsV8M65ZOzj%2BeAysgix6AkQysI5xfS8vY%2BZ9yzUFSvx%2BeEhd21XF9XgVOLgU%2BRNVYQ3N9LtQzulhNH3bLceP1aoo0L82MvSQTge6Vky0IjtN7YbmQVmXeqKPRG0K9M2uYxXeLi3sAMdy4JGK8fO2X5Hw4v6Z10%2BhzUPl7kEMnzY0l6TjlXdi2ZmxbJYX92gwUJDiCadZPRAfskypYHWciwga1NLDsQ%2FfrjcX0g%2F7hhCsKGulb4lK%2BzkeL9sboPATgDJVqqxJ8MVfqWYNykdhdYvIYjxtk3Z7BlL6NN1pGX1W%2Be3iI6VsY%2BrM2Tnj7XKZpFjh%2BXLY3aAwwUXQFgXoyJSikfSOLQLK5PANK9uRrUGr9TMuamwwgzTaIZO0CbKgCCR3kDpf%2FgdVRipjRqNAOGdVVQpcwQ4hDpi2f2Nk3SiOg89%2F8UA4t07ed2pg9zRFWxYRAo9g1TOGch4Sl5O3mqZDZQGesjSEvCp2mBE49GfvnN75WXFbPxp2IvoCAMPmP5wYDztPX%2FHOwE3bQqiD1AylqBcDpdvCcSE68fqqdXJc%2Bedmc0QsEDPsnZM9UL8%2FvRt8glMJv4jrkGOpsBmvy4oYSV9oZ8V5CVW6MyiJZ5q5RL3x4MBHVCHTASSu2FlwDW9qUgFEBrEogFbelqE9h8%2FM8Ssnxpp1ofhgTcy9oTkdjxxZWWnMxT%2FX84QQJ1vX8FYAFx93AnG2nlYozTdgroIU1qv5f2o%2BO%2BPgdqLthHY6TPekr3ttQDgd7B6TUDyqEYtkduXqIKrU%2ByFe4tncJNvYfzVjUJ0%2Fc%3D&X-Amz-Signature=5f9364b4ef36f4b09949cc2335122450eddcf09e888ab53baf9b50a37a7d1ab4&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Non-Collusion_Affidavit.docx%22&x-id=GetObject

Has your organization ever initiated discussions with competing consulting organizations about the payment structure of an existing or potential future contract with the County of Orange?

Respondent must select one (1). If Respondent selects Yes answer, Respondent must provide a brief explanation below. A “Yes” answer may preclude you from moving forward in the RFP Process. Respondent must certify both questions below:

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.12 Reason for Collusion:*

*Response required

4.1.13 Non-Collusion Declaration - B*

If not, has your organization participated in any discussions with competing organizations in an effort to influence the payment structure for existing or potential County contracts? Respondent must select one (1). A “Yes” answer may preclude you from moving forward in the RFP

Process.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.14 Provide names of competing organizations: *

*Response required

4.1.15 Litigation against County of Orange in the past seven (7) years*

Respondent must certify either Yes or No:

A. (Yes) Respondent certifies current/past litigation as follows:

1. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, against County of Orange in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors do not have any past or current litigation described above.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.16 Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving any proposed subcontractors, or any company that holds a controlling interest in subcontractor organization(s), against

County of Orange in the past seven (7) years.*

*Response required

4.1.17 Name/Ownership Changes:*

Respondent must certify either Yes or No below:

A. (Yes) Respondent certifies past company name changes and/or ownership changes

(including legal business names), for Respondent’s organization and any proposed subcontractor organization, as follows:

1. Respondent shall provide detailed information regarding any company name changes

(including legal business names) in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors have not had any company name change or ownership changes in the past seven (7) years.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.18 Respondent shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years. *

*Response required

4.1.19 The Levine Act: County of Orange Campaign Contribution Disclosure*

The Levine Act compliance is a minimum submittal requirement of this solicitation.

Please complete and sign the County of Orange Campaign Contribution Disclosure Form attached hereto. A Respondent's failure to provide a completed and signed copy will render its proposal as incomplete and nonresponsive.

• CAMPAIGN_CONTRIBUTION_DISCL...

*Response required

4.1.20 Statement of Economic Interest (Form 700)*

If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the Contract by

County. Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Act.

☐ Please confirm https://government-project.s3.us-west-2.amazonaws.com/65972/17b2bb06-5a3f-4635-bf4c-9f65d4ba382e_CAMPAIGN_CONTRIBUTION_DISCLOSURE_FORM_%281%29.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4H5MSG2AP%2F20241031%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20241031T183039Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEBoaCXVzLXdlc3QtMiJHMEUCIQC%2Bu8sP60uVTWkpvM8lutGJSilE6va468FuGDKbqPXdBwIgHbXrsw6ELWqyT2MNEqLCKPBwqA8ATRio5VQYgnRpzg0qjAUIkv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDNSHRwxxrxr543KqsCrgBLIu3JtfB49u9JKenVaG3xQh%2Far4slUTHoAR5WnsFJW5KQm5u%2FwDem7laHTzyjq8zC%2FLKqh4DqVK6FVexbDikw%2F8Jb6%2BtYR8CtCqzTy5zMzA53k5zA%2Fb4NmSD%2FJohzHWA%2FdXwdqRKmRlW%2FCk24jDqDd0AU6Bq%2FplVXDfx7U6HZSO6yL3Pnj6pDpvM5iFYr5dy5T%2Fta%2BQM7ItfNA2fK%2Bn4q1oRFWavuDZwqOZ2RvsV8M65ZOzj%2BeAysgix6AkQysI5xfS8vY%2BZ9yzUFSvx%2BeEhd21XF9XgVOLgU%2BRNVYQ3N9LtQzulhNH3bLceP1aoo0L82MvSQTge6Vky0IjtN7YbmQVmXeqKPRG0K9M2uYxXeLi3sAMdy4JGK8fO2X5Hw4v6Z10%2BhzUPl7kEMnzY0l6TjlXdi2ZmxbJYX92gwUJDiCadZPRAfskypYHWciwga1NLDsQ%2FfrjcX0g%2F7hhCsKGulb4lK%2BzkeL9sboPATgDJVqqxJ8MVfqWYNykdhdYvIYjxtk3Z7BlL6NN1pGX1W%2Be3iI6VsY%2BrM2Tnj7XKZpFjh%2BXLY3aAwwUXQFgXoyJSikfSOLQLK5PANK9uRrUGr9TMuamwwgzTaIZO0CbKgCCR3kDpf%2FgdVRipjRqNAOGdVVQpcwQ4hDpi2f2Nk3SiOg89%2F8UA4t07ed2pg9zRFWxYRAo9g1TOGch4Sl5O3mqZDZQGesjSEvCp2mBE49GfvnN75WXFbPxp2IvoCAMPmP5wYDztPX%2FHOwE3bQqiD1AylqBcDpdvCcSE68fqqdXJc%2Bedmc0QsEDPsnZM9UL8%2FvRt8glMJv4jrkGOpsBmvy4oYSV9oZ8V5CVW6MyiJZ5q5RL3x4MBHVCHTASSu2FlwDW9qUgFEBrEogFbelqE9h8%2FM8Ssnxpp1ofhgTcy9oTkdjxxZWWnMxT%2FX84QQJ1vX8FYAFx93AnG2nlYozTdgroIU1qv5f2o%2BO%2BPgdqLthHY6TPekr3ttQDgd7B6TUDyqEYtkduXqIKrU%2ByFe4tncJNvYfzVjUJ0%2Fc%3D&X-Amz-Signature=aa2a399165468ec025cb38d7502ad40d6f1f724caf409f8356c8ae2cc1e6ab85&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22CAMPAIGN_CONTRIBUTION_DISCLOSURE_FORM_%281%29.docx%22&x-id=GetObject

*Response required

4.1.21 Is your organization a County Of Orange Local Small Business (OCLSB) or a

Disabled Veteran Business Enterprise (DVBE)?*

To participate as an OCLSB and/or DVBE, the requirements in the OCLSB AND DVBE

PREFERENCE POLICIES CERTIFICATION REQUIREMENTS must be met

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.22 OC Local Small Business (OCLSB) Preference And Disabled Veteran

Business Enterprise (DVBE) Certifications*

Instructions are located here: https://cpo.ocgov.com/doing-business-oc/preference-policies

• Local_Small_Business_(OCLSB...

*Response required

4.1.23 Upon recommendation of contract award, Respondent will be required to submit the following documents within ten (10) calendar days of County notification, unless otherwise specified in the RFP:*

A. Insurance Certificate(s) including Additional Insured Endorsement(s) (see Model

Contract).

B. Current signed form W-9 (Taxpayer Identification Number & Certification) which includes Respondent’s-legal business name(s).

☐ Please confirm

*Response required

4.1.24 I HAVE READ, UNDERSTOOD AND AGREE TO ALL STATEMENTS IN THIS

REQUEST FOR PROPOSAL, AND TO THE TERMS, CONDITIONS AND

ATTACHMENTS REFERENCED HEREIN.*

☐ Please confirm

*Response required

4.2 ORGANIZATION PROFILE & REFERENCES (PART 2)

Some *required questions might not be applicable to your company. Do not leave any required fields blank. Please indicate "N/A" when necessary. A required field that is left blank will prohibit your response from being submitted.

*indicates that it is required.

4.2.1 Organization Legal Name:*

*Response required https://procurement.opengov.com/portal/ocgov/projects/124187/document?section=undefined https://procurement.opengov.com/portal/ocgov/projects/124187/document?section=undefined https://cpo.ocgov.com/doing-business-oc/preference-policies…