HomeMy WebLinkAboutMINUTES - 02231993 - 2.3 �. p, 3
'Cr BOARD OF SUPERVISORS ----
FROM: Mark Finucane, Health Services Director '1F ';. Contra
Costa
DATE: February 12, 1993 ^ uK W� County
SUBJECT: State Hospital Alternative RFP
SPECIFIC REQUEST(S)OR RECOMMENDATION(S) &BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
• Approve the Request for Proposal (RFP) for alternative treatment services for Contra Costa County residents
in State hospitals.
• Authorize distribution by the Health Services Director to all Contra Costa County hospitals, Skilled Nursing
Facilities, Mental Health Division Contractors, and other interested providers of services to this population.
• Direct the Health Services Director to return to the Board of Supervisors with recommendations by
June 30, 1993.
FISCAL IMPACT:
The potential savings associated with the proposal is significant. The County may save as much as $2 million
from its fiscal 1993-94 forecasted expenditures through this effort.
BACKGROUND:
This RFP seeks proposals from Contra Costa County or regional hospitals, Skilled Nursing Facilities and/or
other qualified providers of services to 67 clients now residing at Napa State Hospital. The RFP establishes
a review process to recommend selection of a provider to the Board of Supervisors. The RFP and selection
process is similar to procedures established by the Board in other RFPs. Selection will include consideration
of specific programs through which the potential provider will care for this population. Specific programs and
capabilities, in which the provider is currently engaged or proposes to undertake if granted a contract, will be
thoroughly examined.
For many years, Contra Costa County has utilized beds at State hospitals for mentally ill residents who could
not be placed in local less costly facilities. The cost of providing these services has steadily increased and is
expected to be approximately $7.9 million in fiscal 1992-93. This is a growing burden on the County's
dwindling budget. In September, 1992, the Board of Supervisors directed the Health Services Department,
Mental Health Division, to explore alternatives to State hospital utilization in order to provide a comparable
level and quality of care at a cost less than State hospitals.
The Contra Costa County Contractors Alliance expressed a desire to offer needed services to this population.
However, on detailed examination of the clients by the Alliance, it was felt that the clients were too severely
ill to be cared for via existing programs.
CONTINUED ON ATTACHMENT: YES SIGNATURE
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDAT ON OF BOARD COMMITTEE
APPROVE _OTHER
SIGNATURE (S):
ACTION OF BOARD ON --? APPROVED AS RECOMMENDED -<, OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
X UNANIMOUS (ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
Contact Person: Lorna Bastian
CC: County Administrator ATTESTED �iLG
Health Services Director PHIL BATCHELOR, CLER F THE BOARD OF
Mental Health Director SUPERVISORS AND COUNTY ADMINISTRATOR
BY ����DEPUTY
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Following this sequence of events, the Board of Supervisors directed the Health Services Department, Mental
Health Division, to prepare a Request For Proposal to formally seek applicants willing and able to render care
to the subject population via existing or newly created programs or services.
This directive has been fulfilled and, at this time, the recommendation for an RFP process is to formally seek
contractors to submit proposals to render care to the client population.
It will be necessary for the County to maintain a service capability in State hospitals for Penal Code patients
as well as patients that are too severely ill for alternative treatments.
The Department has developed the following forecast of estimated costs:
Service Per Diem Cost Annual Est. Cost
Subacute $ 160.98 $ 2,174,065
Special Treatment $ 220.18 1,205,464
SNF $ 249.55 1,366,310
Total $ 4,745,839
CONTRA COSTA COUNTY HEALTH SERVICES DEPARTMENT
MENTAL HEALTH DIVISION
REQUEST FOR PROPOSALS
SUBACUTE TREATMENT/SNF ALTERNATIVES
TO STATE HOSPITALIZATION SERVICES
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TABLE OF CONTENTS
Overview
I. Introduction and Purpose of Program
II. Program Description
A. Required Program Components
B. Program Method and Staffing
C. Target Population
D. Eligibility/Gatekeeping
E. Family/Significant Others Involvement
in Patients Social Network
F. Cultural Competency
G. Program Reporting Requirements, Contract
Monitoring and Program Evaluation
III. Budget Preparation
IV. General Guidelines and Requirements for
Proposal Preparation
A. Evaluation of Proposals
B. Rejection of Proposals
C. Cost of Proposals
D. Truth and Accuracy of Representations
E. Contract Award
F. Disclosure of Contents of Proposals
G. Contact with County Employees
H. Determination of Capacity/Responsibility
I. Taxes
J. Compliance with Applicable Law
K. Staff, Services and Supplies
L. Equipment and Other Personal Property
V. Instructions for Submitting Proposals
VI. Proposal Format and Content
VII. Selection Process and Evaluation Criteria
Attachments
Exhibit A - Contra Costa County Mental Health Division overview
and Philosophy
Exhibit B - State Hospital Alternative Matrix
Exhibit C - Performance Bond - Health Services
Exhibit D - Standard Contract (Purchase of Services)
Exhibit E - Bidders Conference Inquiries
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CONTRA COSTA COUNTY HEALTH SERVICES DEPARTMENT
MENTAL HEALTH DIVISION
SUBACUTE TREATMENT/SNF ALTERNATIVES
TO STATE HOSPITALIZATION SERVICES
The attached Request for Proposal (RFP) invites bids for
comprehensive adult treatment programs to be located in the Greater
Bay Area in Northern California.
The Bronzan-McCorquodale Act, legislation enacted in 1991,
transferred State Hospital funding and responsibility from the
State Department of Mental Health to individual counties. Transfer
of State Hospital funds created a unique opportunity for counties
to develop small to medium size programs to serve the specialized
needs of the mental health population. As an outgrowth of this
initiative, the Mental Health Division of the Contra Costa County
Health Services Department has been involved in an active planning
effort for the treatment and needs of the seriously and
persistently mentally ill adult residents of the County. (See
Exhibit A. )
Contra Costa County sees the development of a community-based
treatment program as an important component of a service continuum,
which includes specialized subacute treatment in and/or near the
County. The County is seeking providers willing to participate in
developing this enhanced continuum of care and specifically
interested in developing treatment settings capable of meeting the
therapeutic/rehabilitation needs of this seriously disabled
population. The development of appropriate alternatives to state
hospitalization will assist the County in identifying resources for
its locally based continuum of care.
Appropriate treatment planning, enhanced programming with ensured
quality care, improved linkage with local providers, and easier
access for families and significant others are a few of the
positive aspects that are anticipated with the development of
subacute treatment alternatives in the Bay Area. Treatment plans
which incorporate interventions that are linked to community-based
resources/services will provide for a smoother transition to lower
levels of care in the community while retaining an overall goal of
community placement (and increased community tenure) where this is
at all possible.
The involvement of family and the recognition of the client's
social supports are important aspects which may enhance the
client's overall capacity for functioning in the community. Family
members and others can participate more readily in the treatment
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process where realistic role expectations and the struggles for
independence can be addressed within the context of the client's
social system. These factors will result in. better treatment
outcomes for Contra Costa clients and their families.
Contra Costa County encourages direct service applications from
providers with a proven history of success and experience in the
provision of comparable services to: a) SPMI adults in need of
subacute treatment, and b) skilled nursing levels of care.
Applications will be considered which conform to the requirements
stipulated in the enclosed RFP. Priority will be given to
proposals that:
(1) Best meet the basic requirements of the RFP at the
lowest cost benefit per client;
(2) Serve the greatest number of eligible adults;
(3) Provide programs which create a shared sense of
community among clients;
(4) Provide an organizational structure which facilitates
effective communication between program components;
(5) Have the ability to provide well planned, efficient
and effective resources;
(6) Have an identified mechanism(s) for establishing
collaborative linkages with programs that provide lower
levels of care within the community; and
(7) Can provide services that are culturally and linguis-
tically competent.
Providers are offered an option of bidding on the three client
cohorts as described in the RFP (Pages 4 to 7) , or any one of the
three distinct groups. Proposal responses must, at a minimum,
address the needs of one distinct client group.
For further information regarding the enclosed RFP, please contact
Essie Henderson, Residential Services Coordinator, at
(510) 313-6406 or Remia Adams at (510) 313-6401.
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REQUEST FOR PROPOSAL
I. INTRODUCTION AND PURPOSE OF PROGRAM:
Contra Costa County has a number of clients that are unable to be
clinically or behaviorally managed in an unlocked setting due to
violence, destructive behavior, multiple placement failures or
elopement potential (as evidenced by history) . The only
alternative when this occurs has been an extended stay at one of
the State Hospitals. From a budget perspective, extended stays at
state hospitals are costly. They also remove clients from the
community and known supports, often requiring difficult and
prolonged transitions prior to discharge and community reintegra-
tion. The state hospital as a treatment resource consumes a
disproportionate share of mental health dollars, resulting in an
imbalance between hospital-based care and community-based lower
levels of care.
Contra Costa Mental Health has identified as one of its highest
priorities, the need for a well-managed, regional skilled nursing
and subacute program for the seriously and persistently mentally
ill (SPMI) adults who would have in the past been considered for
State hospitalization. There is a need for continuous programming
at these varied levels of care for a total of 67 clients.
Providers are offered an option of bidding on the three client
cohorts, as described in the RFP (Pages 4 to 7) , or any one of the
three distinct groups. Proposal responses must, at a minimum,
address the needs of one distinct client group. (See Exhibit B. )
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II. PROGRAM DESCRIPTION
A. Required Program Components:
This program will be designed as an alternative to State
hospitalization. The program goal is to provide the SPMI adult
population ages 18-65 with skilled nursing and subacute levels of
24 hour mental health care that will allow continuous, secure
treatment in a structured milieu.
Organizational and program objectives should include but not be
limited to the following:
(1) Organizational Objectives:
(a) Development of a facility which at all times is in
total compliance with licensing regulations for
Institutions of Mental Diseases (IMD) , including
but not limited to Title 22, Article 3, Sections
72301-72389 of the California Code of Regulations,
which includes Physician Services, Nursing
Services, Administration of Medications and
Treatments, Patient Care, Restraints and Postural
Supports, Dietetic Services, Pharmaceutical Service
and Activity Program.
(b) Basic services will also include Title 22, Article
4 , Sections 72401-72441, which includes reasonable
access to required routine and emergency medical
treatment, bilingual/bicultural programming and
transportation to needed off-site services,
Physical Therapy Service, Occupational Therapy
Service, Speech Pathology and/or Audiology Service,
Social Work Service, and Special Treatment Program
Service Sections 72443-72471.
(c) Employees of the facility must have all of the
necessary licenses and/or permits required by the
laws of the United States, the State of California,
Contra Costa County and all other appropriate
government agencies.
(d) A description of how the proposed program will
network/coordinate with Contra Costa County Mental
Health System and other related resources and
services currently available to meet the needs of
the target population and families to be served.
(2) Program Objectives:
(a) To assist Contra Costa County in effectively and
efficiently managing limited resources by providing
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an alternative to utilization of state hospital
days.
(b) Stabilize/maintain clients at the subacute/SNF
level of care.
(c) To increase the client's motivation and skills
toward maximum self-sufficiency.
(d) To prevent or decrease the rate of decompensation,
thus decreasing placements at higher, more costly
levels of care.
(e) To provide the intensive staffing required to
supervise and treat behavioral and medical
conditions.
B. Program Method and Staffing:
The mental health program must provide a comprehensive treatment
system to include the following:
(1) A 24 hour secured, locked capability.
(2) Five day a week admission and evaluation.
(3) Comprehensive assessment; history and physical completed
within 24 hours of admission.
(4) Individual, group, and family therapy.
(5) Adjunctive therapies/group programming such as
occupational therapy, drama, art, movement, vocational,
etc. , which are designed to address the identified
problem behaviors including, but not limited to,
remotivation, current events, social interaction,
community orientation, problem solving and skill
development such as self-care.
(6)- Specific approaches to improve problem behaviors
including, but not limited to, orientation, bowel and
bladder management and self-care, and modify annoying or
anti-social behavior.
(7) Formal one-to-one supervision as needed.
(8) Suicide precautions/other observation as needed to ensure
safety.
(9) Provision of redirection to client for specific
behaviors.
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(10) Administration of medication plan for up-to-date
medications (consultation, evaluation, treatment and
monitoring by psychiatrist with Clozaril treatment
capabilities) . Continued Medi-Cal TAR process as needed.
Administration of medication to resistant clients,
including IM medication.
(11) Administration of PRN medications.
(12) Restraint and seclusion as ordered. Restraints as needed
to ensure safety.
(13) Geriatric chair for behavior control when less
restrictive interventions are ineffective.
Staffing for all parts of the program must meet appropriate
requirements of California Code of Regulations Title 9 and
Title 22 and/or Short-Doyle/Medi-Cal.
Staffing should provide bilingual capability and a level of
cultural competence appropriate to the target population being
served. Additional staffing requirements may be requested to meet
specific programmatic needs, i. e. , a licensed RN for evening
coverage.
C. Target Population:
The target population of adult clients will have a Diagnostic and
Statistical Manual of Mental Disorders, 3rd Edition Revised (DSM
III-R) principal diagnosis, without or with a substance abuse
diagnosis (including schizophrenia, major affective disorder,
severe borderline disorder, organic brain syndrome with behavioral
and/or psychotic symptoms) .
The population consists of three distinct categories of adults, who
would ordinarily have been considered appropriate for State
hospitalization. The categories are Skilled Nursing, Specialized
Treatment and Rehabilitation, and Subacute.
Category TApproximate Number of Clients
Skilled Nursing 15,
Specialized Treatment and 15,
Rehabilitation
Subacut 1 37
These groups are described below along with their general
characteristics:
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(1) Skilled Nursing Level - Total Nursing Care, bed bound
with No Rehabilitation Potential, e.g. brain damaged,
advanced Huntington's Chorea, deep vegetative states.
This level may include but not be limited to the
following characteristics:
- Nasogastric (Ng) Nutritional Support
- Bladder-bowel incontinence
- Total Nursing Care/bed bound
- Non-progressive neurological conditions, e.g.
disabilities (motor, cognitive, speech,
behavioral) ; may be from mild to moderately
severe.
- Chronic medical diagnoses superimposed over a
long history of mental illness, e.g. cardio-
vascular disease; dementia, Alzheimer's,
seizures/diabetes (controlled) . Huntington's
Chorea clients generally have Chronic
Obstructive Pulmonary Disease (COPD) , with
periodic oxygen use, prone to pneumonia,
aspiration.
Skilled Nursing Treatment Goals:
- To provide Internal Medicine and medical nursing
services.
- To prevent further progression of the illness.
- To provide clients with the optimum quality of
life.
- To maximize client's potential within his/her
physical and mental limitations.
Skilled Nursing Program Needs:
- Internal Medicine Physician.
- 24 hour Nursing Staff with a varied skill level
matrix (RN, LVN, CNA) and skills and work values
compatible with the community standards of
practice.
- Laboratory, Portable X-Ray, Dental, Pharmacy.
- Occupational/physical therapy services.
- Exercise activities.
- Recreational therapy.
- Individual/group therapy.
- Social interaction groups.
(2) Specialized Treatment and Rehabilitation clients are
usually unable to be maintained in an unlocked setting
due to violence, self-destructive behavior, destruction
of property, and a history of failed placements. They
may also be characterized by the following conditions:
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- Chronic and severe mental disorders accompanied
by poor adaptive functioning, e.g. , social
interaction skills, activities of daily living,
symptom management.
- Non-progressive neurological conditions, e.g. ,
disabilities (motor, cognitive, speech,
behavioral) ; may range from mild to moderately
severe.
- Serious medical problems (e.g. , diabetes,
hypertension, pica, polydypsia, caffeine abuse,
hypothyroidism) .
- Dual diagnosis of mild to moderate mental
retardation and mental disorders. These clients
may be susceptible to abuse from higher
functioning clients.
- Periodic need for seclusion and restraint.
Specialized Treatment Goals:
- To provide an individualized treatment program
within a structured milieu designed to meet both
the physical, medical, and psychological needs of
the client.
Assist the client in keeping psychiatric
symptomatology under control.
- To encourage the development of new skills or to
regain lost skills and abilities.
- To reduce disabling behaviors which are barriers
to placement in a less restrictive environment.
Specialized Treatment Program Needs:
- Behavior management and reduced opportunity for
elopement.
- Medication management.
- Therapeutic community.
- Activities of daily living.
- Social and leisure skill training.
- Prevocational preparation training.
(3) The Subacute category consists of chronic, severe mental
disorders coupled with maladaptive behaviors such as:
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- Poor social skills (1-ow to moderate functioning
when in remission) ;
- Inability to care for self (poor activities of
daily living, intermittent bowel/bladder
incontinence) ;
- Violence to self/others;
- Sexually aggressive/inappropriate behavior;
- AWOL risks;
- Serious medical problems (e.g. , diabetes,
hypertension, pica, polydypsia, caffeine abuse,
hypothyroidism) ; and
- Periodic need for seclusion and restraint.
Subacute Treatment Goals:
- To maintain the client at the highest level of
functioning.
- To medically supervise the medical and
psychiatric needs of the clients.
- To reduce the need for a higher level of care.
- To reduce disabling behaviors which are barriers
to placement in the least restrictive environ-
ment.
- To teach new or restore adaptive life skills.
Subacute Program needs:
- Activities of Daily Living.
- Social Interaction Training.
- Behavior Management.
- Substance Abuse Groups and Education.
- Medication Education and Management.
- occupational/Recreational/Vocational Therapies.
- Individual/Group Therapy.
- Intensive Day Treatment Program.
D. Eligibility/Gatekeeping:
All referrals to the program will come from the Contra Costa County
Mental Health System. Clients may be admitted from an acute care
setting or a lower level of care if authorized by the Contra Costa
County Mental Health Division. All clients should be stabilized
and have LPS conservatorship status. All referrals will receive
prior authorization for admission by Contra Costa County Mental
Health IMD/State Hospital Liaison or another designated staff
member.
E. Family/Significant Others Involvement in Clients Social
Network:
Program will encourage the regular participation and involvement of
family members whenever possible. Where clients have developed
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social supports ouside of the traditional family, the program will
make every effort to identify relevant individuals and involve them
in plans for the client's transition to the community.
F. Cultural Competency:
Culture, language and ethnicity are acknowledged as predominant
factors in shaping behaviors, values and decision making. Contra
Costa County requires that the provider of the service contract to
be awarded through this RFP provide evidence of cultural and
language competency in their proposals.
A culturally competent program of care acknowledges and
incorporates at all levels of the organization the importance of
culture and language, the assessment of cross cultural relations,
vigilance towards the dynamics that are a result. of cross cultural
differences, the expansion of cultural knowledge, and the
adaptation of services to meet culturally and linguistically unique
needs.
G. Program Reporting Requirements, Contract Monitoring and Program
Evaluation
(1) Program Reporting Requirements:
The selected contractor will be required to participate in all
Contra Costa County mental health system reporting
requirements, these include but are not limited to policy and
procedures in the following areas:
(a) Peer Review;
(b) Medication Monitoring;
(c) Quality Assurance, including all Incident/
Accident/and Untoward Event Reporting;
(d) Utilization Review;
(e) All documents deemed relevant and appropriate for
billing, program evaluation or research and
management information, including participation in
the Contra Costa County PSP system; and
(f) Client Data System reporting.
(2) Performance Bond Requirement:
The selected contractor will be required to furnish a
performance bond in the amount of one hundred percent (100%)
of the contract amount. This bond is to be secured from a
surety company authorized to do business in the State of
California. The bond shall be issued on the form set forth in
Exhibit C.
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(3) Contract Monitoring:
The selected contractor will report directly to the Contra
Costa County Mental Health Director who will monitor or
designate a contract monitor for the selected contract.
The Contra Costa County Mental Health System will monitor
programs according to the Department's contract monitoring
policies and procedures. The County shall use applicable
Federal, State and County guidelines to ensure compliance with
all legal and professional requirements.
The County shall have access to all of the Contractor's
records relating to clinical care. This shall include, but not
limited to, the Quality Assurance (QA) system, minutes of QA
Committee meetings, clinical records, medication monitoring,
peer review, utilization review, client complaints, incident
reports and all management and evaluation information.
(4) Program Evaluation:
The selected contractor shall have, approved by Contra Costa
County Mental Health and in place at the time of the opening
of the program, specific measurable goals and objectives and
a plan for their annual evaluation in the following core
areas:
(a) Organizational objectives to include at least the
following:
- Communication between management, professional
departments and treatment teams;
- Supervision of treatment and non-treatment staff;
- System/program integration between Contractor and
appropriate departments, agencies and personnel
in Contra Costa County, including community
support providers;
- Frequency of participation by clients in all
aspects of treatment;
- A method for analyzing patterns of discharge,
community tenure, and length of stay; and
- Fiscal practices (budgeting and billing) .
(b) Treatment objectives to include at least the
following:
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- Degree of attainment of clinical/behavioral
objectives for all program participants and a
method for reporting;
- Involvement of Case Managers in treatment and
discharge planning and methods of reporting;
- Expected length of stay and a cost of treatment
for each participant and a method of reporting;
and
- Staff, consumer, family and placement resource
satisfaction and a method for reporting.
(c) Other performance outcome studies/reviews as needed.
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III. BUDGET PREPARATION
Each proposal must include a budget which details program expendi-
tures. The submitted budget should reflect planned capacity of the
program.
Funding for the Adult Residential Treatment program will be
provided by County realignment funding, which will be made
available by the diversion of State Hospital clients. The County
will assume responsibility for billing and revenue collection.
Contra Costa County has developed the following per diem rate
requirements for the three target populations described in this
Request for Proposal.
Annual
Service Per Diem Cost Estimated Cost
Subacute $160. 98 $2, 174, 065
Specialized Treatment $220. 18 $1, 205,464
SNF $249 . 55 $1, 366, 310
Total $4,745,839
• If the program is designed to exist within a current agency
structure, the expenditure budget must show the program's relation
to the total organization. Distribution of administrative costs
between existing programs and the proposed service must also be
detailed.
• A review of the completeness and internal consistency of the
budget will comprise a critical component of the proposal review
process. The proposal budget should include the following
sections:
1. Personnel Budget
2 . Operating Expenses
3 . -- Administrative Costs
4 . Summary
Each section should be completed in sufficient detail to present a
complete budgetary picture of the proposal.
Personnel Budget
• Salaries
Personnel information is for Program personnel only and must be
shown by classification title. Show the number of positions, the
number of Full Time Equivalents (FTEs) and the total annual cost
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for each classification. FTE and annual cost information should be
shown be program component and for the total program. Attach
supporting workpapers which document the allocation basis for
positions which are allocated to more than one program component.
Data for existing agency programs should be summarized under "Other
Agency Programs" . The amount shown under total agency will be the
sum of existing expenditures and the proposed program.
• Benefits
Employee benefits do not need to be detailed by benefit type.
Benefits as a percentage of salary should correspond to historical
ratios of the organization preparing the bid.
• Contracts and Professional Fees
This section will contain personnel or professional expenses
incurred outside of the normal employer/employee! relationship. As '
with salaried employees, show the number of positions. FTE's and
costs are to be shown by program, existing agency services and
totaled.
Operating Expenses
Operating expenses should be classified and subtotaled by the
following categories:
A. Services and Supplies
Detail by type (e.g. , occupancy costs, dues, educational
and program supplies, insurance, taxes, vehicle costs,
etc. ) .
B. Equipment
Detail by type (e.g. , purchased equipment, leased equip-
ment and maintenance costs) .
C. Other
Detail by type any costs not otherwise included.
Provide a separate attachment detailing the allocation basis and
methodology for any operating expense allocated to more than one
program component.
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Administrative Costs
Agency administrative costs should be detailed by the same
categories as the proposed program. Show annual expenditures for
agency administrative personnel and operating expenses. Please
note any additional administrative staff which will be hired to
oversee the proposed program.
Indicate the methodology for allocating these administrative costs
among the organization's programs. Show the allocated amounts in
the appropriate program columns. The total of the administrative
cost allocated to the proposed and existing programs should equal
the annual expenditures for agency administrative personnel and
operating expenses.
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IV. GENERAL GUIDELINES AND REQUIREMENTS FOR PROPOSAL PREPARATION
A. Evaluation of Proposals:
Contra Costa County Mental Health Services (CCCMHS) reserves the
sole right to evaluate the contents of proposals submitted and to
select a successful Contractor, if any. To be accepted and
eligible for evaluation, a proposal must be prepared in accordance
with the proposal format and instructions provided in Section V
(Instructions for Submitting Proposals) and VI (Proposal Format and
Content) .
B. Rejection of Proposals:
CCCMHS may, in its sole discretion, reject ani► or all proposals
submitted in response to this RFP.
C. Cost of Proposals:
CCCMHS shall not in any way be liable or responsible for any costs
incurred in connection with the preparation or presentation of any
proposal submitted in response to this RFP.
D. Truth and Accuracy of Representations:
False, incomplete, or unresponsive statements in connection with a
proposal may be cause for its rejection. The evaluation and deter-
mination of the fulfillment of the above requirement will be
CCCMHS' sole judgment and its judgment shall be final.
E. Contract Award:
Acceptance or recommendation of a proposal does not constitute
formation of a contract. A contract with the County of Contra
Costa can be created only by formal approval by the Board of
Supervisors and execution according to law. A sample contract used
by the County is attached as Exhibit D. Respondents should review
the sample to become familiar with all contract terms and/or
conditions, including, but not limited to, those which may result
in operational and/or administrative costs to be: borne by the Con-
tractor (e.g. performance bond, insurance, etc. ) . Failure to do so
will be at the sole risk of the Contractor.
F. Disclosure of Contents of Proposals:
All proposals in response to the RFP shall become the exclusive
property of CCCMHS. At such time as the Director of Mental Health
Services recommends a Contractor to the Board of Supervisors, and
such recommendation with any recommended contract appears on the
Board agenda, all proposals submitted shall become a matter of
public record and shall be regarded as public records, with the
exception of those elements in each proposal which are defined by
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the Contractor as business' or trade secrets and plainly marked as
"Trade Secret" , "Confidential", or "Proprietary" . CCCMHS shall not
in any way be liable or responsible for the disclosure of any such
records or any part thereof if disclosure is required or permitted
under the California Public Records Act or otherwise by law.
G. Contact with Employees of Contra Costa Counties:
As of the issuance date of this RFP and continuing until the final
date for submission of proposals, all County personnel are
specifically directed not to hold meetings, conferences or
technical discussions with any respondent which relate to the RFP.
The BIDDERS CONFERENCE will be the sole meeting held to respond to
inquiries, concerns, and questions in response to the RFP.
H. Determination of Capacity/Responsibility:
An inquiry to determine the operational and financial capacity and
responsibility of a respondent may be conducted by the County. The
failure of a respondent to promptly supply information in
connection with such an inquiry, including, but not limited to,
information regarding past performance, may be grounds for a deter-
mination of non-responsibility with respect to such respondent and
may eliminate that respondent's proposal from future consideration.
I. Taxes:
The County shall not be liable nor responsible for any taxes,
including, but not limited to, sales and income taxes, which may be
imposed in connection with the Contractor's performance of any re-
sultant contract.
J. Compliance with Applicable Law:
Any contract which may be entered into by the County as a result of
this RFP shall be performed in compliance to all applicable
Federal, State, County and local laws, ordinances, regulations,
rules and directives.
R. Staff, Services and Supplies:
The selected Contractor shall furnish all staff, supplies,
materials, support equipment, vehicles, and other items required to
perform the services identified in this RFP.
L. Equipment, and Other Personal Property:
(1) All equipment or other personal property which is to be
acquired by purchase or lease for the performance of any
resultant contract and which will be paid for by the
County, shall be acquired only with the written consent
of the County based upon vendor cost comparisons
15
1 ,
submitted to the County for review and approval. This
provision does not apply to purchase of office supplies
and other consumable items. Any new equipment purchased
and installed by the Contractor, which will be amortized
by the Contractor, shall become County property at the
time a contract is terminated, at no additional cost to
the County.
(2) Contractor shall maintain, repair and provide regular
preventive maintenance for any and all County owned or
paid for equipment; used for the performance of the
contracted services. If the Contractor is found by the
County to have been at fault in the use, care and/or
control of any such County equipment, all costs then
incurred by the County, less normal depreciation, shall
be a charge to the Contractor.
(3) The Contractor shall not assign, transfer, sublease or
relinquish possession of, nor create or suffer to exist
any lien, mortgage, security interest or encumbrance upon
County owned or paid for equipment or other personal
property without the prior written consent of the County.
16
• 1
V 1
V. INSTRUCTIONS FOR SUBMITTING PROPOSALS
A. Responses to RFP
Responses to this RFP shall be in accordance with the instructions
in this section and Section VI (Proposal Format and Content) both
for content and form. The proposal shall be used to determine
capability of rendering the services to be provided. The proposal
must be specific and complete in every detail. The failure of a
respondent to fully comply with the instructions in such Sections
may eliminate the proposal from further evaluation, as determined
at the sole discretion of the County.
B. Acceptance of Terms and Conditions
Respondents understand and agree that submission of a proposal
constitutes acknowledgement, acceptance of, and a willingness to
comply with, all terms and conditions contained in this RFP.
C. Addenda to RFP
The County, at its sole discretion, may interpret or change any
provision of this RFP at any time prior to the proposal submission
deadline. Any such change shall be in the form of written addendum
to this RFP, and may become part of any resultant contract. Such
addendum shall be made available to each person or organization
which County records indicate has received this RFP.
D. Mandatory Bidders Conference
As a condition for submitting a proposal, all respondents
submitting proposals must participate in a Bidders Conference.
This conference will beheld from 9: 30 a.m. - 12 : 30 p.m. on
FEBRUARY _, 1993 , at
CONTRA COSTA COUNTY MENTAL HEALTH ADMINISTRATION
595 CENTER AVENUE, SUITE 200
CONFERENCE ROOM B
MARTINEZ, CALIFORNIA 94553
Respondents are encouraged to submit questions about the RFP prior
to the Bidders Conference. (See Exhibit E. ) These questions
should be submitted in writing to:
Remia Adams, LCSW
Contra Costa County Mental Health Administration
595 Center Avenue, Suite 200
Martinez, California 94553
17
Contra Costa County Mental Health Services shall respond to all
written questions during the Bidders Conference. The County is
responsible only for what is expressly stated in this RFP and any
authorized written addenda thereto. The County is not responsible
for and shall not be bound by any representations otherwise made by
any individual acting or purporting to act on its behalf.
E. Submission of Proposals
It is the sole responsibility of each respondent to assure that the
proposal is received at the following address by 3 : 00 p.m. ,
, 1993:
REMIA ADAMS,__.LCSW
CONTRA COSTA COUNTY MENTAL HEALTH ADMINISTRATION
595 CENTER AVENUE, SUITE 200
MARTINEZ, CALIFORNIA 94553
The respondent must deliver the original and ten (10) copies of the
bid/proposal. The proposal shall be securely bound and enclosed in
front and back covers. The proposal must be delivered in a sealed
package, plainly marked in the upper left corner with the name and
address of the respondent.
The respondent shall bear all risks associated with the use of mail
or other delivery services. Any proposal received after the
submission deadline shall be returned, unopened, to the sender and
shall not be evaluated.
The proposal must be identified by the RFP Title, typewritten,
double-spaced and not more than twenty (20) pagers in length. Each
page shall be numbered. The budget and other attachments need not
be numbered and shall not count as part of the twenty narrative
pages.
F. Firm Offer
All proposals shall be firm and final offers and shall not be
withdrawn for a period of at least one hundred: and eighty (180)
days following the proposal submittal date.
G. Conditions or Limitations
Any proposal which contains any conditions or limitations set forth
by the respondent may be deemed irregular and naay be rejected by
the County.
18
V •l
BIDDERS INSTRUCTIONS
TIME SCHEDULE
All bidders are hereby advised of the following schedule and will
be expected to adhere to the specified performance requirements.
Date
(1) Bid package mailed to prospective bidders.
(2) Mandatory Bidders Conference held.
(3) Bid proposals received by 3: 00 p.m. on
designated bidding date.
(4) Technical review of proposals.
(5) Program Review Committee proposal review.
(6) Notification of successful applicant.
(7) Notification of unsuccessful applicants.
(8) Appeals period begins.
(9) Appeals period ends.
(10) Contract development.
(11) Program Development.
(12) Program Opening.
SUBMISSION OF BIDS
(1) Bids and modifications or corrections thereof received after
the closing time specified will not be considered.
(2) The bid must be typewritten. No erasures are permitted.
Errors may be crossed out and corrections printed in ink or
typewritten adjacent to the error. The correction must be
initialed in ink by the person signing the bid.
(3) A bid/proposal may be rejected if conditional or incomplete or
if it contains any alterations of form or other irregularities
of sufficient magnitude or quantity to warrant finding of
being substantially non-compliant.
19
V
(4) Contra Costa County Mental Health may accept or reject any or
all bids and may waive any immaterial defect in a bid.
Contra Costa Mental Health's waiver of an immaterial defect
shall in no way modify the bid/proposal requirements or excuse
the bidder from full compliance with the objective if awarded
the contract.
(5) All bidders shall submit a detailed budget. . The budget
information will become a part of the contract document.
Following bid opening, Contra Costa Mental Health reserves
the right to negotiate with the successful bidders any
redistribution of cost within the budget deemed necessary by
Contra Costa Mental Health in order to better achieve program
goals. An unwillingness to negotiate shall be considered
grounds for rejection of the proposal.
(6) The original and ten (10) copies of the bid./proposal shall be
securely bound and enclosed in front and back covers. The
proposal must be identified by the RFP Title, typewritten,
double-spaced and not more than twenty (20) pages in length.
Each page shall be numbered. The budget and other attach-
ments need not be numbered and shall not count as part of the
twenty narrative pages.
REJECTION/DISOUALIFICATION
The following shall cause the immediate rejection or
disqualification of a bid/proposal:
(1) Any bid/proposal not received at the time and place specified
in the RFP.
(2) Any bid/proposal not plainly marked with the name and address
of the submitting organization(s) .
(3) Substantial non-compliance with the RFP requirements.
(4) Substantial non-responsiveness to programmatic requirements.
CONTRACT AND AWARD PROCESS
All proposals will be reviewed by the Technical Preview Committee to
determine which proposals meet the format., technical and
programmatic requirements stipulated in the RFP.
All proposals meeting the aforementioned requirements shall then be
submitted to the Program Review Committee designated by the Contra
Costa County Mental Health Director and the! Health Services
Director.
20
The Program Review Committee shall evaluate and score the proposals
using the criteria specified in the RFP. In scoring the proposal,
each individual component will be weighed in the context of its
contribution to the end product. All proposals and all evaluation
and scoring sheets shall be available for public inspection at the
conclusion of the Program Review Committee scoring process and
notification of the successful and unsuccessful applicants.
THE PROPOSAL GIVEN THE HIGHEST SCORE BY THE PROGRAM REVIEW
COMMITTEE WILL BE REFERRED TO THE CONTRA COSTA COUNTY MENTAL HEALTH
DIRECTOR AND THE HEALTH SERVICES DIRECTOR, WHO HAVE FINAL AUTHORITY
AND RESPONSIBILITY FOR RECOMMENDING THE SELECTED PROGRAM AND VENDOR
TO THE CONTRA COSTA COUNTY BOARD OF SUPERVISORS.
The successful applicant will be notified within seven days of the
final selection by the Contra Costa County Mental Health Director.
All other unsuccessful applicants will be notified within three to
five days subsequent to the notification of the successful
applicant.
APPEALS PROCESS
(1) Within fifteen (15) days after an unsuccessful respondent
receives a certified, registered letter from the Mental Health
Director informing the respondent that its proposal has not
been selected, the unsuccessful respondent may appeal the
decision to the Mental Health Director. Appeals must be
limited to the following grounds:
(a) The County failed to follow RFP procedures which affected
the proposal's scoring; and/or
(b) The RFP evaluation criteria were not appropriately
applied to the proposal.
(2) The Mental Health Director will respond to the appeal within
fifteen (15) days. The decision of the Mental Health Director
shall be final and not subject to further review.
21
VI. PROPOSAL FORMAT and CONTENT
Proposals must be submitted using the following organization/
outline.
A. A one page Cover Letter citing the nature and purpose of the
proposal.
B. A Program Abstract which should not exceed twenty (20) double-
spaced, typewritten pages. The abstract should be succinct and
well organized, and must contain all information necessary for
reviewers to understand the project. Appendices may be attached
for technical or specialized materials but may not be used merely
to extend the abstract. The Program Abstract :should include the
following:
(1) A description of the respondent's experience in providing
the program outlined in the RFP.
(2) A description of the respondent's experience working in
mental health systems that emphasize the importance of
inter-program and system collaboration and shared
responsibility for clients at all levels of care.
(3) A description of respondent's experience working with
seriously mentally ill adults with significant
functional/physical health disabilities.
(4) A description of the local target population to be served
by the project and a description of the mental health and
any other social welfare needs of the target population
and their families.
(5) A description of how the proposed program will network/
coordinate with Contra Costa County Mental Health System,
justice system, social welfare, and other related
resources/services currently available to meet the
interorganizational needs of the target populations and
their families.
(6) A discussion on the inability of existing resources and
services to respond to the service needs of the target
population and their families and how -these deficiencies
will be addressed/improved through the proposed program.
(7) A comprehensive program description.
(8) A management plan and timetable, including procedures and
deadlines for the procurement of resources, hiring of
staff and consultants, and initiation of program
activities and services, for each component of the
program with indirect cost broken out for each year.
22
als The mode of treatment, method of treatment, expected
al, length of treatment and time frame in which treatment
its will be developed for each service component.
.ion
the A description of any special equipment (e.g.
and telecommunication devices) which will be utilized in
.meeting the communication needs of the target population.
IEW A description of how the program will be coordinated with
LTH the local mental health planning activities, including
ITY I how the program will interact with the Mental Health
'DOR System, and the Contra Costa Mental Health Board
(formerly Mental Health Advisory Board) .
the A description of how interest groups (i.e. , consumers,
or. families, other service providers) might be involved in
evaluating the program, or making recommendations for
: to change.
ful
A description of how issues of quality care are evaluated
and related to program change through a Quality Assurance
or Total Quality Management program.
ent An evaluation plan which relates to organizational and
lth programmatic goals and objectives.
not
the A detailed budget.
be
r
ted
ely
hin
for
i
I
I
23
VII. SELECTION PROCESS AND EVALUATION CRITERIA. FOR PROPOSALS
A. Selection Process
The County reserves the right to evaluate the contents of proposals
in the evaluation and selection process. The selection process
will be governed by the following rules:
(1) To be evaluated, a proposal must fully comply with the
format for proposal development.
(2) The initial review of each proposal will be completed by
the Technical Review Committee designated by the Mental
Health Director. The Technical Review Committee does not
issue points; rather it provides a well-justif ied list of
points to be deducted for "technical reasons" from the
final score given by the Program Review Committee.
The Technical Review Committee shall use the following
criteria and deduct the appropriate points from each
proposal.
(a) Omission of a section 10 points
(b) Incompatibility with RFP instructions 10 points
(3) Evaluation of the proposals will be completed by a
Program Review Committee designated by the Mental Health
Director and the Health Services Director. The Program
Review Committee will evaluate proposals and
qualifications of the respondents submitting proposals.
Evaluation criteria which the Program Review Committee
will utilize shall include the following:
(a) Evidence of understanding the needs of the target
population. The extent to which the respondent
describes a clear understanding of the scope and
the range of service needs among the target
population.
(b) The clarity, adequacy, comprehensiveness, and
feasibility of the proposal plan of action, such
as:
- The extent to which the respondent addresses all
components of services outlined in the RFP and
provides for a continuum of service for the target
population in the County.
- The adequacy and appropriateness of the proposed
services for the identified needs of the target
population and the probability that the proposed
24
services :will have "a significant impact upon
program participants.
- The adequacy and availability of facilities,
equipment, supplies, staffing and other resources
needed to carry out the program.
- The clarity of the description of the
organization/staffing structure of the proposed
program and of the responsibilities of all
personnel and appropriateness of the proposed
staffing plan.
- The adequacy of the proposed line item budget and
the probability that program goals can be met under
the proposed budget.
- The extent to which the program will
substantially expand and/or improve service
delivery to the target population.
- The adequacy of the proposed strategy for
management and coordination of a comprehensive,
community-based system to meet the needs of the
target population.
- The extent to which proposed management and
program staff have qualifications, expertise, and
prior experience in working with the target
population in the context of the approach
identified in the proposal.
- The extent to which the proposed program uses
volunteers and client groups in program activities.
The extent to which the respondent has
anticipated and identified potential barriers to
implementing the program, and has proposed adequate
solutions.
The extent to which interest groups (e.g.
families, consumers, community representatives,
service providers, etc. ) are adequately involved in
planning, implementing and evaluating the program.
- The cultural and linguistic competency of
proposed services for racial and ethnic minority
persons among the target population.
- The ability to provide, report, and evaluate all
services indicated. The respondent must deliver
all services identified in the RFP in a manner
25
which will insure all services; provided can be
reported, coordinated, evaluated and the results
measured.
- The evidence of professional business management
and administrative skills. The respondent must
demonstrate competency to manage key organizational
functions such as fiscal management and procedures,
personnel management and adherence to business/
audit and program standards. The presentation and
organization of the proposal itself will be
considered a partial reflection of the respondent's
ability in these areas.
- The cost effectiveness being proposed, i.e. ,
respondent's ability to provide the level of
services in the RFP at competitive rates. The rate
should reflect the effective and efficient
utilization of respondent's resources, all
revenues, client's SSI benefits, etc. , in order to
provide quality mental health services.
- The ability to implement services by July 1,
1993 . (Contra Costa County is seeking a Contractor
with the ability to initiate all contracted
services on or before the stated date. )
(4) All respondents shall submit their proposals to Contra
Costa County with the understanding that the selection by
the Mental Health Director and the: Health Services
Director is final, except as provided for in the Appeals
Process.
26
SUBACUTE RESIDENTIAL TREATMENT/SNP ALTERNATIVES
TO STATE HOSPITALIZATION SERVICES PROPOSAL
EVALUATION RATING CRITERIA
REVIEW CRITERIA MAXIMUM POINTS
1. Characteristics of Applicant 20
2. Program Services 20
3 . Program Staffing and Responsibilities 15
4 . Program Evaluation 10
5. Cultural and Language Competency 20
6. Budget 15
7. Adherence to the Intent and Format of RFP 10
TOTAL MAXIMUM POINTS 100
27
TECHNICAL REVIEW COMMITTEE
CHECKLIST
PROPOSAL SUBMITTED BY:
Please review each proposal for the following contents (as per
Pages 24-27 of the RFP) .
The initial review of each proposal does not issue points--rather
it provides a well-justified list of points to be deducted for
"Technical Reasons" from the final score given by the Review
Committee.
The Review Committee shall use the following criteria and deduct
the appropriate points from each proposal.
A. Omission of a Section 10 Points
B. Incompatibility with RFP Instructions 10 Points
1. A one-page cover letter citing the nature and purpose of the
proposal.
PRESENT ABSENT
2 . A Program Abstract which does not exceed twenty (20) double-
spaced typewritten pages. The abstract should be succinct and
well organized, and must contain all information necessary for
reviewers to understand the project. After reading the full
abstract, does it
Exceed 20 pages YES NO
Is the abstract
Succinct/well organized YES NO
3 . The program abstract should be reviewed to determine if it
contains the following:
A. A description of the respondent's experience in
providing the program outlined in the RFP.
PRESENT ABSENT
B. A description of the respondent's experience in working
in mental health systems that emphasize the importance of
inter-program and system collaboration and shared
responsibility for clients at all levels of care.
PRESENT ABSENT
I
Page 2
C. A description of the local target population to be
served by the project and a description of the mental
health, health, educational, housing , legal and any
other social welfare needs of the population and their
families.
PRESENT ABSENT
D. A description of how the proposed program will network/
coordinate with Contra Costa County's mental health
system, social welfare and other related resources and
services currently available to meet the inter-
organizational needs of the target population and
families to be served.
PRESENT ABSENT
E. A discussion of the inability of existing resources and
services to respond to the service needs of the target
population and their families and how these deficiencies
will be addressed/improved through the proposed program.
PRESENT ABSENT
4 . A comprehensive program description to include the following:
A. A management plan and timetable including procedures and
deadlines for the procurement of resources, hiring of
staff and consultants, and initiation of program
activities and services, for each component of the
program with indirect cost broken out for each year.
PRESENT ABSENT
B. The mode of treatment, method of treatment, expected
length of treatment and time frame in which treatment
will be developed for each service component.
PRESENT ABSENT
C. A description of any special equipment (e.g. , tele-
communication devices) which will be utilized in meeting
the communication needs of the target population.
PRESENT ABSENT
Page 3
D. A description of how the program will be coordinated
with local mental health planning activities, including
how the program will interact with the Mental Health
system, and the Contra Costa Mental Health Board
(formerly the Mental Health Advisory Board) .
PRESENT ABSENT
E. A description of how issues of quality care are
evaluated and related to program change through a Quality
Assurance or Total Quality Management program.
PRESENT ABSENT
F. A description of how interest groups (e.g. , consumers,
families, citizens, service providers, etc. ) may be
involved in planning, implementing and evaluating the
program.
PRESENT ABSENT
G. An evaluation plan which relates to organizational and
programmatic goals and objectives.
PRESENT ABSENT
H. A detailed budget.
PRESENT ABSENT
EVALUATION CRITERIA
FOR THE
SUBACUTE RESIDENTIAL TREATMENT/SNF ALTERNATIVES
TO STATE HOSPITALIZATION SERVICES
REVIEWER'S PACKET OF INSTRUCTIONS
Page 1
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The extent to which the proposal addresses all 20
components of services outlined in the RFP and provides
for a continuum of services to the target population
either through contract or demonstrable relationships
with other agencies.
REVIEW CRITERIA #1 2. The adequacy and availability of facilities,
equipment, supplies, and other resources necessary to
CHARACTERISTICS OF carry out the program.
APPLICANT
.3. The clarity of the description of the organizational
structure of the proposed program and of the
responsibilities of all personnel and the appropriateness
of the proposed staffing pattern.
4. The adequacy of the proposed strategy for
management and coordination of a comprehensive
community-based system to meet the needs of the target
population.
S. The extent to which proposed management and
program staff have qualifications, expertise, and prior
experience in working with the population in the context
of the approach outlined in the proposal.
6. The cultural and linguistic competency of the
program as it affects minority persons to be served.
Z The ability to provide, report and evaluate a.11
services indicated.
& The evidence of professional business management
and administrative skills.
ACTUAL
POINTS
GIVEN:
Page 2
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The adequacy and appropriateness of the proposed 20
services for the identified needs of the target population
and the probability that the proposed services will have
a significant impact upon program participants.
2. The adequacy and availability of facilities,
REVIEW CRITERIA 112 equipment, supplies, staffing and other resources needed
to carry out the program.
PROGRAM SERVICES
3. The clarity of the description of the organization/
staffing structure of the proposed program and of the
responsibilities of all personnel and the appropriateness
of the proposed staffing plan.
4. The adequacy of the proposed strategy for
management and coordination of a comprehensive
community-based system to meet the needs of the target
population.
5. The adequacy of the proposed strategy for
coordinating program activities with County/private
mental health services and planning activities in the
local area.
6. The extent to which the program uses volunteers and
client groups in program activities.
7. The extent to which interest groups are adequately
involved in evaluating the program and in providing
input to the program.
& The cultural and linguistic competency of proposed
services.
ACTUAL
POINTS
GIVEN:
Page 3
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The clarity of the description of the organization/ 15
staffing`ing structure of the proposed program and of the
responsibilities of all personnel and the appropriateness
of the proposed staffing plan.
2. The adequacy of the proposed strategy for
REVIEW CRITERIA #3 management and coordination of a comprehensive
community-based system to meet the needs of the target
PROGRAM STAFFING population.
AND
RESPONSIBILITIES 3. The adequacy of the proposed strategy for
coordinating program activities with County/private
mental health services and planning activities in the
local jurisdictions.
4. The extent to which proposed management and
program staff have qualifications, expertise, anti'prior
experience in working with the target population in the
context of the approach identified in the proposal.
S. The extent to which the proposed program uses
volunteers and client groups in program activities.
6. The cultural and linguistic competency of proposed
services for racial and ethnic minority persons among
the target population from each jurisdiction.
ACTUAL
POINTS
GIVEN:
y
Page 4
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The extent to which the proposal addresses all 10
components of services outlined in the RFP and provides
for a continuum of services for the target population in
the local jurisdictions, either through contract agency or
through established demonstrable relationships with
other agencies in the local jurisdictions.
REVIEW CRITERIA #4
2. The adequacy and appropriateness of the proposed
PROGRAM services for the identified needs of the target population
EVALUATION and the probability that the proposed services will have
a significant impact upon program participants.
3. The adequacy and availability of facilities,
equipment, supplies, staffing and other resources needed
to carry out the program.
4. The ability to provide, report and evaluate all
services indicated. The proposal must deliver all
services identified in the RFP in a manner which will
insure all services provided can be reported,
coordinated, evaluated and the results measured.
S. The evidence of professional business management
and administrative skills. ?he proposal must
demonstrate competency to manage key organizational
functions such as fiscal management and procedures,
personnel management and adherence to business/audit
and program standards. The presentation and
organization of the proposal itself should be considered
a partial reflection of the respondent's ability in these
areas.
ACTUAL
POINTS
GIVEN:
i
Page 5
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The adequacy and appropriateness of the proposed 10
services for the identified needs of the target population
and the probability that the proposed services will have
a significant impact upon program participants.
2. The clarity of the description of the organization/
REVIEW CRITERIA #5 staffing structure of the proposed program and of the
responsibilities of all personnel and the appropriateness
CULTURAL/ of the proposed staffing plan.
LANGUAGE
COMPETENCY 3. The extent to which proposed management and
program staff have qualifications, expertise, and prior
experience in working with the target population in the
context of the approach identified in the proposal.
4. The extent to which the proposal has anticipated and
identified potential barriers to implementing the
program, and has proposed adequate solutions.
5. The cultural and linguistic competency of proposed
services for racial aqui ethnic minority persons among
the target population from each jurisdiction.
ACTUAL
POINTS
GIVEN:
Page 6
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. The cost effectiveness being proposed, i.e., the 10
respondent's ability to provide the level of services in
the RFP at competitive rates.
2. The evidence of professional business management
and administrative skills. The respondent must
REVIEW CRITERIA #6 demonstrate competency to manage key organizational
functions such as fiscal management and procedures,
BUDGET personnel management and adherence to business/audit
and program standards. The presentation and organiza-
tion of the proposal itself will be considered a partial
reflection of the respondent's ability in these areas.
3. The ability to provide, report, and evaluate all
services indicated. The respondent must deliver all
services identified in the RFP in a manner which will
insure all services provided can be reported,
coordinated, evaluated and the results measured.
4. The adequacy of the proposed line item budget and
the probability that program goals can be met cost
effectively under the proposed budget.
5. The clarity of the description of the organization/
staffing structure of the proposed program and of the
responsibilities of all personnel and the appropriateness
of the proposed staffing plan.
6. The extent to which the proposal addresses all
components of services outlined in the RFP and provides
for a continuum of services for the target population in
the local jurisdictions, either through the contract
agency or through established demonstrable
relationships with other agencies in the local
jurisdictions. ACTUAL
POINTS
GIVEN:
Page 7
PROPOSAL SUBMITTED BY:
REVIEWER NAME CRITERIA TO BE CONSIDERED TOTAL
(from RFP PP. ) POINTS
POSSIBLE _
1. Does the proposal follow the format outlined in the 10
RFP?
2. Is it comprehensive? What, if anything, would have
made this proposal stronger?
REVIEW CRITERIA #7 3. Have each of the evaluable criteria been given
sufficient attention?
ADHERENCE TO THE
INTENT AND FORMAT 4. Is there adequate explanation of each of the program
OF THE RFP areas? If not, what is missing? Is further explanation
necessary for you to adequately evaluate this proposal?
5. How do the following compare:
(a) Cost?
(b) Staffing patterns for each mode of service?
(c) Staff to client ratio-by-shift in each mode
of service?
6. Is there a real commitment to cultural competency?
7. Are proposed resumes, organizational relationships
and staff supervision, and staff development and training
given the necessary attention for the development and
implementation phases of such a complex program?
ACTUAL
POINTS
GIVEN:
EXHIBIT A
CONTRA COSTA COUNTY MENTAL HEALTH DIVISION
OVERVIEW AND PHILOSOPHY
TARGET POPULATION:
Contra Costa County Mental Health will provide services to
targeted populations in accordance with Public Law 99-660, State
Comprehensive Mental Health Services Plan of 1986, the AB 904
California Mental Health Master Plan and AB 1288 Mental Health
Realignment Legislation. The targeted populations are described
in the following three groups:
•Seriously emotionally disturbed children and adolescents under
age 18, with active consideration given to the needs of families
of the target populations;
•Seriously and persistently mentally ill (SPMI) adults who are
functionally disabled;
•Older adults, 60 years and over, who require specialized
services due to functional impairment or significant changes in
behavior related to a serious, persistent mental illness or a
dementia.
PHILOSOPHY AND VALUES:
Services will strive to meet the needs of clients. Mental health
workers will assist clients in identifying and using the spectrum
of mental health and community services. Clients will also be
assisted in "developing the skills and acquiring the supports and
resources they need to succeed where they choose to live, learn,
and/or work; to maintain responsibility, to the greatest extent
possible, for setting their own goals, directing their own lives,
and acting responsibly as members of the community" (CA Mental
Health Master Plan) . Programs will focus on strengthening
skills, and developing environmental supports to sustain clients
in the community. The system of care will acknowledge and
incorporate the importance of culture and language, the value of
cultural diversity, and the adaptation of services to meet
culturally unique needs.
CLIENT-DIRECTED SERVICES:
Based on client strengths and functional and/or organic
disabilities, realistic goals will be set by the client and
mental health worker, in consultation with family and/or
significant others. Family and community supports will be `
identified to assist in meeting goals. Service decisions will be
made by the client in consultation with the mental health worker
who will assist the client in making choices about living
environments, social relationships, leisure activities and
housing.
CONTRA COSTA COUNTY MENTAL HEALTH DIVISION
OVERVIEW AND PHILOSOPHY
March, 1992
Page 2
For children, realistic goals will be set by mental health staff ,
in concert with the child, his/her family, and in collaboration
with other child-serving agencies; e.g. , the schools, probation,
social services, etc.
The Mental Health Division will design servicer that enhance the
quality of life, promote client empowerment, encourage clients'
achievement of potentials, and respond to clients of varied
ethnic and cultural origin.
MENTAL HEALTH GOALS:
For adult clients, the Mental Health Division will strive to
measurably reduce use of hospitals, IMD facilities, jail and
crisis services; increase length of community tenure; increase
paid and unpaid employment; increase stability in housing;
increase use of nationally recognized intervention methods;
increase symptom management and medication education (pseudo-
educational interventions) ; develop additional service system
components; e.g. , respite for care givers, supported housing and
supported employment; and strive to respond to, and meet, the
culturally unique needs of the ethnically and culturally diverse
client population.
For children and adolescents, the Mental Health Division will
provide high quality family-focused clinical services to an
ethnically and culturally diverse population of children,
adolescents and families throughout the county. Staff will
consult with, collaborate with, and participate in interagency
services and planning with the County departments legally
responsible for the education, care, and custody of children
(including care-giving county facilities) as well as with
community agencies serving targeted population groups.
Children's services will strive to design programs and provide
treatment and case management services which: (1) maintain
children in the least-restrictive environment; (2) build on
family strengths to prevent acute hospitalization and/or reduce
the length of hospital stay; (3) divert youngsters from
residential treatment, juvenile hall, and crisis services; and
(4) aim to increase the child and family's ability to function
within the home and in the community. �!
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EXHIBIT C
PERFORMANCE BOND - HEALTH SERVICES
Bond No.
Premium
Any claim under this Bond should be
sent to the following address:
KNOW ALL MEN BY THE PRESENT:
That we, ,
as Principal, and
a corporation
organized and existing under the laws of the State of and authorized to transact surety
business in the State of California, as Surety, are held and firmly bound unto CONTRA COSTA COUNTY. as
obligee,in the sum of Dollars($) lawful money of the United States of America, for the payment of which sum
well and truly to be made,we bind ourselves,our heirs,executors,administrators,successors and assigns,jointly
and severally, firmly by these presents.
THE CONDITION of the above obligation is such that,whereas the Principal has entered into a contract dated,
_, 19_, with the obligee to render the following services, to-wit:
as is more specifically set forth in the contract documents, reference to which is hereby made.
NOW, THEREFORE, if the Principal shall well and truly perform all the requirements of said contract
documents required to be performed on its part, at the times and in the same manner specified therein, then
this obligation shall be null and void, otherwise it shall remain in full force and effect.
PROVIDED, that the principal fails to perform according to the provisions of said contract documents,any and
all costs required in rendering services or furnishing supplies or fulfilling any other provisions of said contract
documents, shall be the responsibility of the Principal and the Surety thereunder.
PROVIDED, that if any action is commenced on this bond by the Obligee, in addition to the sum specified
above, the Principal and the Surety, their heirs, executors, administrators, successors and assigns,jointly and
severally, shall be obligated to pay the Obligee all costs, attorney's fees and other litigation expenses incurred
by the Obligee in collecting monies due under the terms of this bond.
SIGNED AND SEALED, this day of ' 19
(SEAL) (SEAL)
(Principal) (Surety)
By:
(Signature) (Signature)
(SEAL AND ACKNOWLEDGEMENT OF NOTARY)
tLMJJ3l'1' U
Contra Costa County Number
Standard Form 1/87 STANDARD CONTRACT Fund/Org #
(Purchase of Services) Account #
1. Contract Identification.
Department: Health Services -
Subject:
2. Parties. The County of Contra Costa, California (County) , for its Department named
above, and the following named Contractor mutually agree and promise as follows:
Contractor:
Capacity: Taxpayer ID if
Address:
3. Term. The effective date of this Contract is and it terminates
unless sooner terminated as provided herein.
4. Payment Limit. County's total payments to Contractor under this Contract shall not
exceed S
S. County's Obligations. County shall make to the Contractor those payments described in
the Payment Provisions attached hereto which are incorporated herein by reference,
subject to. all the terms and conditions contained or incorporated herein.
6. Contractor's Obligations. Contractor shall provide those services and carry out that
work described in the Service Plan attached hereto which is incorporated herein by
reference, subject to all the terms and conditions contained or incorporated herein.
7. General and Special Conditions. This Contract is subject to the General Conditions and
Special Conditions (if any) attached hereto, which are incorporated herein by
reference.
8. Proiect. This Contract implements in whole or in part the following described Project,
the application and approval documents of which are incorporated herein by reference:
9. Legal Authority. This Contract is entered into under and subject to the following
legal authorities:
10. Signatures. These signatures attest the parties' agreement hereto:
COUNTY OF CONTRA COSTA, CALIFORNIA
ATTEST: Phil Batchelor, Clerk of the Board
BOARD OF SUPERVISORS of Supervisors and County Administrator
By By
Chairman/Designee Deputy
CONTRACTOR
By By
(Designate business capacity A) (Designate business capacity B)
Note to Contractor: For corporation (profit or nonprofit), the contract must be signed by
tow officers. Signature A must be that of the president or vice-president and Signature B
must be that of the secretary or assistant secretary (Civil Code Section 1190 and
Corporations Code Section 313). All signatures must be acknowledge as set forth on page two.
Contra Costa County Standard ,For!p 6/90
PAYMENT PROVISIONS
(Cost Basis Contracts)
Number
1. Payment Basis. Subject to the Payment Limit, payments to the Contractor for all
services provided for County under this Contract shall only be for costs that are
allowable costs that are actually incurred in the performance of Contractor's
obligations under this Contract.
2. Payment Amounts. Subject to later adjustments in total payments as provided below and
subject to the Payment Limit of this Contract, County will pay Contractor as full
compensation for all services, work, expenses or costs provided or incurred by
Contractor:
[Check one alternative only]
[ ) a. $ monthly, or
[ j b. $ per unit, as defined in the Service Plan, or
[ j c. An amount equal to Contractor's allowable costs that are actually incurred
each month, but subject to the "Budget of Estimated Program Expenditures"
included in the Service Plan.
[ ] d. As set forth in Paragraph 1. of the Service Plan.
3: Allowable Costs. Contractor's allowable costs are only those which are determined in
accordance with:
[Check applicable alternative]
[ ] a. Department of Health and Human Services Administration of Grants Federal
Regulations Title 45 Part 74 including any amendments thereto and the
applicable Subpart listed hereunder; and other documents specified in the
Service Plan regarding principles for determining and allocating the
allowable costs of providing the services; and any standards set forth in
the Service Plan for determining the allowability of selected items of
costs of providing the services.
[ ] Federal Management Circular A-87, including any amendments to
the circular published in the Federal Register by OMB is to be used
for determining allowable costs of activities conducted by state and
local governmental agencies.
[ ] OMB Circular A-122, including any amendments to the Circular
published in the Federal Register by .OMB is to be used for
determining allowable costs of activities conducted by nonprofit
organizations (other than government agencies, educational
institutions, and hospitals) .
[ ] 41 CFR Subpart 1-15.2 shall be used for profit organizations other
than hospitals.
[ ] OMB Circular No. A-21, including any amendments to the Circular
published in the Federal Register by OMB shall be the principles to
be used for determining allowable Costs by educational institutions
(other than for-profit institutions) .
Initials:
Contractor County Dept.
1
,Contra Costa County Standard Form 6/90
PAYMENT PROVISIONS
, (Cost Basis Contracts)
Number
[ ] Appendix E Subpart Q Section 74.173 shall be used for determining
costs of research, development work, and other activities for
determining allowable costs.
[ ] b. Such State regulations and documents as are set forth in the Service Plan
regarding accounting guidelines, including standards for determining
allowable or non-allowable costs.
[ ]
C. Part IV Department of Labor, Employment and Training administration, 20
CFR Part 674, Section 674.402 and any amendments thereto; and California
Department of Aging Title V Operations Handbook, 1987, Section 505.4 and
any amendments thereto.
4. Payment Demands. Contractor shall submit written demands. Said demands shall be made
on County Demand Form D-15 and in the manner and form prescribed by County. Contractor
shall submit said demands for payment no later than 30 days from the end of the month
in which the contract services upon which such demand is based were actually rendered.
Upon approval of said payment demands by the head of the County Department for which
this Contract is made, or his designee, County will make payments as specified in
Paragraph 2. (Payment Amounts) above.
5. Penalty for Late Submission. When Contractor fails to submit to County a timely demand
for payment as specificed in Paragraph 4. (Payment Demands) above, and as a result of
Contractor's late submission the County is unable to obtain reimbursement from the
State of California or otherwise; to the extent the County's recovery of funding is
prejudiced, County shall not pay Contractor for such services, even though such
services were fully provided.
6. Right to Withhold. County has the right to withhold payment to the Contractor when,
in the opinion of the County expressed in writing to the Contractor, (a) the
Contractor's performance, in whole or in part, either has not been carried out or is
insufficiently documented, (b) the Contractor has neglected, failed or refused to
furnish information or to cooperate with any inspection, review or audit of its
program, work or records, or (c) Contractor has failed to sufficiently itemize or
document its demand(s) for payment.
7. Cost Report and Settlement. No later than forty-five (45) days following the
termination of this Contract, Contractor shall submit to County a cost report in the
form required by County, showing the allowable costs that have actually been incurred
by Contractor under this Contract. If said cost report shows that the allowable costs
that have actually been incurred by Contractor under this Contract exceed the payments
made by County, subject nevertheless to the payment limit of this Contract, County will
remit any such excess amount to Contractor, provided that the payments made, together
with any such excess amount, may not exceed the contract payment limit. If said cost
Initials:
Contractor County Dept.
2
Contra Costa County Standard Form .6/90
PAYMENT PROVISIONS
(Cost Basis Contracts) "' -
Number
report shows that the payments made by County exceed the allowable costs that have
actually been incurred by Contractor under this Contract, Contractor shall remit any
such excess amount to County.
S. Audits. The records of the Contractor may be audited by the County, state, or United
.. States government, in addition to any certified cost report or audit required by the
Service Plan. Any certified cost report or audit required by the Service Plan shall be
submitted to County by Contractor within such period of time as may be expressed by
applicable State or Federal regulations, policies or contracts, but in no event later
than 18 months from the termination date of this Contract. If such audit(s) show that
the payments made by County exceed the allowable costs that have actually been incurred
by Contractor under this Contract, including any adjustments made pursuant to Paragraph
6. (Cost Report and Settlement) , then Contractor shall pay to County within 30 days of
demand by County any such excess amount. If such audit(s) show that the allowable
costs that have actually been incurred by Contractor under this Contract exceed the
payments made by County, including any adjustments made pursuant to Paragraph 6. (Cost
Report and Settlement) , then County agrees to pay to Contractor any such excess amount,
provided that the payments made, together with any such excess payment, may not exceed
the contract payment limit.
9. Audit Exceptions. In addition to its obligations under Paragraph 7. (Audits) above,
Contractor agrees to accept responsibility for receiving, replying to, and/or complying
with any audit exceptions by appropriate County, State or Federal audit agencies
occurring as a result of its performance of this Contract:. Contractor also agrees to
pay to the County within 30 days of demand by County the full amount of the County's
obligation, if any, to the State and/or Federal government resulting from any audit
exceptions, to the extent such are attributable to the Contractor's failure to perform
properly any of its obligations under this Contract.
10. Rewired Audit. If Contractor is funded by $25,000 or more in federal grant funds in
any fiscal year from any source, Contractor shall provide to County at Contractor's
expense an audit conforming to the requirements set forth in the most current version
of Office of Management and Budget Circular A-133. If Contractor is funded by $25,000
to $100,000 in federal grant funds in any fiscal year from any source, Contractor shall
arrange for conduct of the federally-required audit biennially and shall submit the
audit to County in the time, form, and manner required by the most current version of
Office of Management and Budget Circular A-133 and by County. If Contractor is funded
by $100,000 or more in federal grant funds in any fiscal year from any source,
Contractor shall arrange for the audit to County in the time, form, and manner required
by the most current version of Office of Management and Budget Circular A-133 and by
County. Contractor is solely responsible for arranging for the conduct of the audit,
and for its cost, and County may withhold the estimated cost of the audit or 10 percent
of the contract amount, whichever is larger, or the final payment, from Contractor
until County receives the audit from Contractor.
Initials:
Contractor County Dept.
3
Contra Costa County Standard Form X1/87
GENERAL CONDITIONS '
(Purchase of Services)
5. Termination.
a. Written Notice. This Contract may be terminated by either party, at their sole
discretion, upon thirty-day advance written notice thereof to the other, and may be canceled
immediately by written mutual consent.
b. Failure to Perform. The County, upon written notice to Contractor, may
immediately terminate this Contract should the Contractor fail to perform properly any of its
obligations hereunder. In the event of such termination, the County may proceed with the
work in any reasonable manner it chooses. The cost to the County of completing Contractor's
performance shall be deducted from any sum due the Contractor under this Contract, without
prejudice to the County's rights otherwise to recover its damages.
C. Cessation of Funding. Notwithstanding Paragraph 5.a. above, in the event that
Federal, State, or other non-County funding for this Contract ceases, this Contract is
terminated without notice.
6. Entire Agreement. •This Contract contains all the terms and conditions agreed upon by
the parties. Except as expressly provided herein, no other understanding, oral or otherwise,
regarding the subject matter of this Contract shall be deemed to exist or to bind any of the
parties hereto.
7. Further Specifications for Operating Procedures. Detailed specifications of operating
procedures and budgets required by this Contract, including butnot limited to, monitoring,
evaluating, auditing, billing, or regulatory changes, may be developed and set forth in a
written Informal Agreement between the Contractor and the County. Such Informal Agreements
shall be.designated as such and shall not be amendments to this Contract except to the extent
that they further detail or clarify that which is already required hereunder. Such Informal
Agreements may not enlarge in any manner the scope of this Contract, including any sums of
money to be paid the Contractor as provided herein. Informal Agreements may be approved and
signed by the head of the County Department for which this Contract is made or his designee.
8. Modifications and Amendments.
a. General Amendments. This Contract may be modified or amended by a written
document executed by the Contractor and the Contra Costa County Board of Supervisors or,
after Board approval, by its designee, subject to any required State or Federal approval.
b. Administrative Amendments. Subject to the Payment Limit, the Payment Provisions
and the Service Plan may be amended by a written administrative amendment executed by the
Contractor and the County Administrator or his designee, subject to any required State or
Federal approval, provided that such administrative amendments may not materially change the
Payment Provisions or the Service Plan.
9. Disputes. Disagreements between the County and Contractor conderning the meaning,
requirements, or performance of this Contract shall be subject to final determination in
writing by the head of the County Department for which this Contract is made or his designee
or in accordance with the applicable procedures (if any) required by the State or Federal
Government.
10. Choice of Law and Personal Jurisdiction.
2
Fop► ra Costa County Standard Form 1/87
GENERAL CONDITIONS
(Purchase of Services)
a. This Contract is made in Contra Costa County and shall be governed and construed
in accordance with the laws of the State of California.
b. Any action relating to this Contract shall be instituted and prosecuted in the
courts of Contra Costa County, State of California.
11. Conformance with Federal and State Regulations and Laws. Should Federal or State
regulations or laws touching upon the subject of this Contract be adopted or revised during
the term hereof, this Contract shall be deemed amended to assure conformance with such
Federal or State requirements.
12. No Waiver by County. Subject to Paragraph 9. (Disputes) of these General Conditions,
inspections or approvals, or statements by any officer, agent or employee of the County
indicating the Contractor's performance or any part thereof complies with the requirements
of this Contract, or acceptance of the whole or any part of said performance, or payments
therefor, or any combination of these acts, shall not relieve the Contractor's obligation to
fulfill this Contract as prescribed; nor shall the County be thereby estopped from bringing
any action for damages or enforcement arising from any failure to comply with any of the
terms and conditions of this Contract.
13. Subcontract and Assignment. This Contract binds the heirs, successors, assigns and
representatives of Contractor. The Contractor shall not enter into subcontracts for any work
contemplated under this Contract and shall not assign this Contract or monies due or to
become due, without the prior written consent of the County Administrator or his designee,
subject to any required State or Federal approval.
14. Independent Contractor Status. This Contract is by and between two independent
contractors and is not intended to and shall not be construed to create the relationship
between the parties of agent, servant, employee, partnership, joint venture or association.
15. Conflicts of Interest. Contractor, its officers, partners, associates, agents, and
employees, shall not make, participate in making, or in any way attempt to use the position
afforded them by this Contract to influence any governmental decision in which he or she
knows or has reason to know that he or she has a financial interest under California
Government Code Sections 87100, et seq. , or otherwise.
16. Confidentialitv. Contractor agrees to comply and to require its officers, partners,
associates, agents and employees to comply with all applicable State or Federal statutes or
regulations respecting confidentiality, including but not limited to, the identity of persons
served under this Contract, their records, or services provided them, and assures that:
a. All applications and records concerning any individual made or kept by Contractor
or any public officer or agency in connection with the administration of or relating to
services provided under this Contract will be confidential, and will not be open to
examination for any purpose not directly connected with the administration of such service.
b. No person will publish or disclose or permit or cause to be published or
disclosed, any list of persons receiving services, except as may be required in the
administration of such service. Contractor agrees to inform all employees, agents and
partners of the above provisions, and that any person knowingly and intentionally disclosing
such information other than as authorized by law may be guilty of a misdemeanor.
3
Contra Costa County Standard Fora► ,:L/87.
GENERAL CONDITIONS
(Purchase of Services)
17. Nondiscriminatory Services. Contractor agrees that all goods and services under this
Contract shall be available to all qualified persons regardless of age, sex, race, religion,
color, national origin, or ethnic background, or handicap, and that none shall be used, in
whole or in part, for religious worship or instruction.
18. Indemnification. The Contractor shall defend, indemnify, save, and hold harmless the
County and its officers and employees from any and all claims, costs and liability for any
damages, sickness, death, or injury to person(s) or property, :including without limitation
all consequential damages, from any cause whatsoever arising directly or indirectly from or
connected with the operations or services of the Contractor or its agents, servants,
employees or subcontractors hereunder, save and except claims or litigation arising through
the sole negligence or sole willful misconduct of the County or its officers or employees.
Contractor will reimburse the County for any expenditures, including reasonable attorneys'
fees, the County may make by reason of the matters that are the subject of this indemnifica-
tion, and if requested by the County will defend any claims -or litigation to which this
indemnification provision applies at the sole cost and expense of the Contractor.
19. Insurance. During the entire term of this Contract and any extension or modification
thereof, the Contractor shall keep in effect insurance policies meeting the following
insurance requirements:
a. Comprehensive or commercial general liability insurance, including bodily injury
and death, and property damage which provides limits of not less than $1 million combined
single limit per occurrence for comprehensive general liability or limits of not less than
$1 million with a $2 million aggregate for commercial general liability insurance. The above
insurance shall include premises and operations, contractual liability, personal injury
liability with an additional insured endorsement naming the County, its officers, employees
and volunteers as respects all services performed by the contractor under this agreement.
b. Automobile liability including owned and non-owned automobiles with a limit of not
less than $1 million combined single limit per occurrence.
C. Professional malpractice or errors or omissions liability insurance in an amount
of not less than $1 million per occurrence, $3 million aggregate.
d. Worker's compensation and employers' liability insurance for a statutory California
workers.' compensation coverage, employers' liability coverage for not less than $1 million
per occurrence for all employees engaged in services or operations under this agreement.
e. Director's and officers' liability insurance in the amount of no less than
$500,000.
f. Certificate of insurance. Contractor shall provide the County with a
certificates) of insurance evidencing liability and workers' compensation insurance coverage
as required herein no later than the effective date of this contract. If the contractor
should renew the insurance policy(ies) or acquire either a new insurance policy(ies) or amend
the coverage afforded through an endorsement to the policy at any time during the term of
this contract, then contractor shall provide current certificate(s) of insurance.
g. Contractors insurance policies shall include provision for 30 days' notice to the
County before cancellation or material change of the above specified coverage.
4
4Cgntr,,a Costa County Standard Form 1/87
GENERAL CONDITIONS
(Purchase of Services)
h. Contractor's insurance policy(ies) shall constitute primary insurance as to the
County, the State and Federal Governments and their officers, agents and employees so that
no other insurance policies held by them or their self-insurance programs shall not be
required to contribute to any loss covered under the contractor's insurance policy or
policies.
20. Notices. All notices provided for by this Contract shall be in writing and may be
delivered by deposit in the United States mail, postage prepaid. Notices to the County shall
be addressed to the head of the County Department for which this Contract is made. N±iMB
to the Contractor shall be addressed to the Contractor's address designated herein. The
effective date of notice shall be the date of deposit in the mails or of other delivery,
except that the effective date of notice to the County shall be the date of receipt by the
head of the County Department for which this Contract is made.
21. Primacy of General Conditions. Except for Special Conditions which expressly supersede
General Conditions, the Special Conditions (if any) and Service Plan do not limit any term
of the General Conditions.
22. Nonrenewal. Contractor understands and agrees that there is no representation,
implication, or understanding that the services provided by Contractor under this Contract
will be purchased by County under a new contract following expiration of termination of this
Contract, and waives all rights or claims to notice or hearing respecting any failure to
continue purchase of all or any such services from Contractor.
23. Possessory Interest. If this Contract results in the Contractor having possession of,
claim to or right to the possession of land or improvements, but does not vest ownership of
the land or improvements in the same person, or if this Contract results in the placement of
taxable improvements on tax exempt land (Revenue & Taxation Code Section 107) , such interest
or improvements may represent a possessory interest subject to property tax, and Contractor
may be subject to the payment of property taxes levied on such interest. Contractor agrees
that this provision complies with the notice requirements of Revenue & Taxation Code Section
107.6, and waives all rights to further notice or to damages under that or any comparable
statute.
24. No Third-Party Beneficiaries. Notwithstanding mutual recognition that services under
this Contract may provide some aid or assistance to members of the County's population, it
is not the intention of either the County or Contractor that such individuals occupy the
position of intended third-party beneficiaries of the obligations assumed by either party to
this Contract.
25. Copyrights and Rights in Data. Contractor shall not publish or transfer any materials
produced or resulting from activities supported by this agreement without the express written
consent of the County Administrator. If any material is subject to copyright, the County
reserves the right to copyright such and the Contractor agrees not to copyright such
material. If the material is copyrighted, the County reserves a royalty-free, nonexclusive,
and irrevocable license to reproduce, publish, and use such materials, in whole or in part,
and to authorize others to do so.
5
EXHIBIT E
BIDDERS CONFERENCE
TITLE: SUBACUTE TREATMENT/SNF ALTERNATIVES TO STATE
HOSPITALIZATION SERVICES
INQUIRIES, CONCERNS AND QUESTIONS:
SUBMITTED BY:
TELEPHONE NUMBER FAX
AGENCY: