TELEPHONE REASSURANCE AND VISITING SERVICES

COUNTY OF ALAMEDA

REQUEST FOR PROPOSAL NO. 2026-ACSSA-AAA-TRV

for

TELEPHONE REASSURANCE AND VISITING SERVICES

For complete information regarding this project, see Request for Proposal (RFP) posted at County of Alameda Procurement Portal [ https://procurement.opengov.com/portal/acgov ] or contact the County Thank you for your interest!

Contact Person: Tamar Larkin, Program Financial Specialist

Phone Number: (510) 267-9432

Email Address: tamar.larkin@acgov.org

Alameda County Social Services Agency – Contracts Office

RESPONSE DUE

by

2:00 PM

on

Thursday, May 21, 2026

By Mail:

Alameda County Social Services Agency / Contracts Office

2000 San Pablo Ave, 4th Floor, Suite 451B

Oakland, CA 94612

or

Schedule an appointment to drop off your bid submission in person

Email: tamar.larkin@acgov.org

Alameda County is committed to reducing environmental impacts across our entire supply chain. Please print only what you need, print double-sided, and use recycled-content paper if printing this document.

CALENDAR OF EVENTS

REQUEST FOR PROPOSAL NO. 2026-ACSSA-AAA-TRV

TELEPHONE REASSURANCE AND VISITING SERVICES

EVENT	DATE/LOCATION
Request Issued	Monday, April 20, 2026
Bidders Conference No. 1	Thursday, April 23, 2026 at 10:00 AM Microsoft Teams meeting (online) Need help? Join the Meeting Now Meeting ID: 282 614 437 154 114 Passcode: pm6t2wp9 Dial in by phone (415) 915-3950 USA (San Francisco) (888) 715-8170 USA (Toll-free) Phone conference ID: 642 160 494#
Bidders Conference No. 2	Tuesday, April 28, 2026 at 2:00 PM Microsoft Teams meeting (online) Need help? Join the Meeting Now Meeting ID: 240 750 263 676 622 Passcode: SV66Uh7G Dial in by phone (415) 915-3950 USA (San Francisco) (888) 715-8170 USA (Toll-free) Phone conference ID: 497 481 356#
Written Questions Due via Email tamar.larkin@acgov.org	Tuesday, April 28, 2026 by 5:00 PM
List of Attendees	Monday, May 11, 2026
Questions & Answers Issued	Monday, May 11, 2026
Addendum Issued [only if necessary to amend RFP]	Monday, May 11, 2026
Response Due 2000 San Pablo Ave, 4th Floor, Suite 451B, Oakland, CA 94612	Thursday, May 21, 2026 by 2:00 p.m.
Evaluation Period	Thursday, May 21, 2026 – Friday, June 19, 2026
Notice of Intent to Award Issued	Monday, June 22, 2026
Board Consideration Award Date	(This date has not been finalized. The actual date will be provided once available)
Contract Start Date	July 1, 2026

NOTE: All dates are tentative and subject to change.

COUNTY OF ALAMEDA

REQUEST FOR PROPOSAL NO. 2026-ACSSA-AAA-TRV

SPECIFICATIONS, TERMS, AND CONDITIONS

for

TELEPHONE REASSURANCE AND VISITING SERVICES

TABLE OF CONTENTS

Page

ATTACHMENTS

EXHIBIT A BID RESPONSE PACKET

EXHIBIT A-1 BID RESPONSE FORM

EXHIBIT A-2 BID RESPONSE NARRATIVE

EXHIBIT B BUDGET INSTRUCTIONS

EXHIBIT B-1 BUDGET TEMPLATE (separate Excel spreadsheet file attachment)

EXHIBIT C INSURANCE REQUIREMENTS

EXHIBIT D DATA REPORTING REQUIREMENTS

EXHIBIT E EMERGENCY PREPAREDNESS

EXHIBIT F EXCEPTIONS AND CLARIFICATIONS

EXHIBIT G REFERENCES

EXHIBIT H ADDITIONAL CONTRACT PROVISIONS – FEDERAL PROVISION

EXHIBIT H-1 CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS-CERTIFICATION REGARDING LOBBYING (APPENDIX A, 44 C.F.R.PART 18)

I. STATEMENT OF WORK

A. BACKGROUND

Under the Older Americans Act (OAA) ( Older Americans Act: Overview and Funding | Congress.gov | Library of Congress) , the Alameda County Area Agency on Aging (AAA) is responsible for planning and delivering services that help older adults maintain independence, well-being, and dignity.

Alameda County’s 2024–2028 Countywide Area Plan (CWAP) ( PSA 09-4 Year Area Plan 2024-28-APPROVED.pdf ) identified significant gaps in social participation. More than 40% of respondents reported feeling isolated or lonely at least one or two days per week, and 33% of older adults reported unmet social needs. OAA Title IIIB funding supports programs that address these challenges through social engagement, wellness activities, and improved access to community-based resources.

Telephone Reassurance and Visiting services are designed to support older adults who are homebound or have limited social connections. Through regular contact, either by phone or in person, these services provide emotional support, reduce social isolation, enhance safety, and connect participants to additional services and support.

Target Population

To ensure equitable access to services, the OAA prioritizes individuals with the greatest economic and social need:

1. Greatest Economic Need: Income at or below the federal poverty level, as further defined by state and area plans based on local factors such as cost of living and geographic considerations.

2. Greatest Social Need: Noneconomic factors limiting independence or the ability to perform routine daily tasks, including physical or mental disabilities, language barriers, cultural or geographic isolation, housing instability, food insecurity, chronic health issues, or safety concerns.

Considering these factors and our CWAP findings, the following groups of older adults in Alameda County are identified as priority populations for services:

• Adults age 75 and older

o Higher risk of isolation and functional decline.

• Low-income

o Defined as living at or below 200% of the federal poverty level.

• Individuals with functional impairments or disabilities

o Includes people with physical or mental impairment that substantially limit one or more major life activities, with particular emphasis on those with limitations in activities of daily living (ADLs) or instrumental activities of daily living (IADLs).

• Racial or Ethnic minorities

o Includes Asian, Hispanic/Latino, Black/African American, Native Hawaiian/Pacific Islander, American Indian/Alaska Native, and Multiracial populations.

• Individuals with limited English proficiency

o Includes Chinese/Mandarin, Spanish, Korean, Cantonese, Vietnamese, Farsi/Dari, Cambodian/Khmer, and Tagalog

o 41% of adults in Alameda County have limited English proficiency.

• Veterans

• Lesbian Gay Bisexual Transgender Queer/Questioning Intersex Asexual/Allied Plus (LGBTQIA+) community

Targeting Goals

To ensure Telephone Reassurance and Visiting services reach the target populations, AAA has identified service delivery standards based on the percentage share of the population within each region. For the purposes of AAA, adequately reaching the target populations, as reflected by the proxy factors minority, low-income, age 75+, and functionally impaired or disabled, means serving these groups at higher rates than they appear within their region. Bidders must describe specific outreach and service strategies to achieve or exceed these benchmarks.

	North	Central	South	East
Age 75+	30%	28%	30%	30%
Low-Income	14%	10%	9%	8%
Functionally Impaired	31%	33%	30%	29%
Minorities	55%	62%	68%	34%

B. INTENT

The Alameda County Social Services Agency (ACSSA), Department of Adult and Aging Services (AAS), and AAA seek qualified organizations to provide Telephone Reassurance and Visiting services for older adults age 60 and older.

The County’s intent is to fund programs that:

• Reduce social isolation and promote emotional well-being

• Provide consistent and meaningful social contact

• Support older adults who are homebound or socially isolated

• Align with OAA requirements and AAA priorities

Successful bidders will demonstrate:

• Experience serving older adults with complex needs

• Capacity to deliver consistent and reliable services

• Cultural and linguistic competence

• Compliance with all applicable federal, state, and local regulations

Geographic Regions and Distribution of Contracts

AAA is committed to providing services across all regions of the County of Alameda. Funding distribution reflects the relative concentration of priority populations across the County. To ensure a transparent and competitive procurement process consistent with federal, state, and County requirements, contracts will be awarded by region as outlined below. Bidders must demonstrate the ability to provide services throughout the region(s) they propose to serve and ensure accessibility for participants.

Contracts will be awarded for an initial one (1)-year term (July 1, 2026 – June 30, 2027), with the option for up to three (3) additional one (1)-year renewals, contingent upon satisfactory contractor performance, continued availability of funding, and required County approvals.

County Regions	Cities and/or Unincorporated Areas Within the Region	Number of Telephone Reassurance Contracts	Number of Visiting Contracts
North	Albany, Emeryville, Berkeley, Alameda, Oakland, Piedmont	2	3
Central	Ashland, Castro Valley, Cherryland, Fairview, Hayward, San Leandro, San Lorenzo	1	2
South	Fremont, Newark, Union City	1	1
East	Dublin, Livermore, Pleasanton, Sunol	1	1
Total		5	7

Funding Availability

The AAA estimates that a total of $88,647 for Visiting services and $309,306 for Telephone Reassurance services will be available for Fiscal Year 2026–2027, as reflected in the table below. Award amounts will be dependent on the available funding.

Funding Source	Anticipated Funds for Telephone Reassurance	Anticipated Funds for Visiting
OAA Title IIIB	$39,500	$137,823
County General Funds	$49,147	$171,483
Total	$88,647	$309,306

C. SCOPE

AAA seeks qualified organizations to provide Telephone Reassurance and Visiting services that reduce social isolation and promote emotional well-being for older adults. These services are designed to support older adults who are homebound or have limited social connections, fostering their independence, safety, and connection to the community.

Telephone Reassurance and Visiting services are distinct service categories under this RFP. Bidders may apply to provide one or both services. Bidders will propose the region(s) to be served and the number of service units to be provided.

Telephone Reassurance

• Regular, scheduled friendly phone calls to socially isolated older adults

• Emotional support and companionship

• Wellness and safety checks

• Reminders related to daily activities, such as meals, medications, and appointments

• Escalation to family members or emergency services when appropriate

• Units of Service (UOS) are measured in contacts.

Telephone Reassurance
Region	UOS Allocation (Contacts)	Anticipated Funding Amounts
North	1,961	$41,664
Central	1,043	$22,162
South	793	$16,843
East	375	$7,978
Total	4,172	$88,647

Visiting

• Regular, in-person visits to socially isolated older adults

• Companionship and social engagement

• Emotional support

• General wellness and safety checks

• UOS are measured in hours.

Visiting
Region	UOS Allocation (Contacts)	Anticipated Funding Amounts
North	6,841	$145,374
Central	3,639	$77,327
South	2,766	$58,768
East	1,310	$27,838
Total	14,556	$309,306

D. SPECIFIC REQUIREMENTS

TELEPHONE REASSURANCE AND VISITING PROGRAM REQUIREMENTS

1. Programs must prioritize socially isolated older adults, particularly those:

a. Who are functionally impaired or living with disabilities

b. At risk of institutionalization

c. Without adequate informal support systems

d. Experiencing caregiver burnout or limited caregiver support

2. Programs must align with OAA and CWAP priorities and focus on older adults with the greatest social and economic need.

3. Phone calls and visits must be conducted on a regular, scheduled basis to reduce isolation.

a. Frequency of calls and visits should be determined based on the older adult's needs and the program’s capacity.

b. Older adults should be matched with consistent callers or visitors whenever possible to support relationship-building.

4. A project manager or coordinator must oversee the program.

a. Project manager or coordinator must conduct an initial assessment for all program participants.

b. Assessments may be conducted by telephone or in person, depending on service category.

c. The responsibility of client assessments shall not be delegated to volunteers.

5. Programs are encouraged to use trained volunteers to provide services.

a. Programs should hold regular check-ins to ensure the older adult and volunteer are a good match.

b. Programs that utilize volunteers must have a structured processes for recruitment, screening, training, and supervision and include an overview of the process in their bid.

c. Proposals must describe how volunteers will be monitored and supported.

6. Programs may continue services for those who transition to different living arrangements (e.g., residential care facility) if project manager determines it is appropriate and in the best interest of the client.

7. Programs must demonstrate the ability to track clients and services delivery accurately.

8. Programs receiving multiple funding sources must clearly distinguish service units and avoid duplication of funding.

9. Bidder must demonstrate the ability to effectively engage target populations, including those who have the greatest social and/or economic need, using culturally and linguistically appropriate outreach strategies.

10. Bidder must incorporate participant feedback when evaluating service effectiveness and use feedback to inform the program improvements offered.

11. Bidder must maintain procedures to protect confidentiality and privacy of participant information.

12. Bidder must provide a written complaint and grievance process consistent with Title 22 [CCR§7400] and AAA policy, posted at program sites.

13. Bidder must develop and maintain a written Emergency Operations Plan covering facility preparation, staff and volunteer training, and fire safety.

14. Bidder must establish written personnel policies, job descriptions for all staff and volunteers, and emergency preparedness procedures within the first 90 days of the contract.

15. Bidder shall meet the 10% match requirement for Title IIIB Funding and is encouraged to seek additional funding from other sources.

16. Bidder shall not use participant income information to limit or deny services.

17. Bidder must allow participants to make a private, voluntary contribution toward the cost of services. No fees may be imposed, and services cannot be denied due to refusal or inability to contribute.

18. Bidder must comply with all applicable federal, state, and local rules and regulations, including:

a. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards [2 CFR Part 200]

b. Federal Code of Regulations [45 CFR §1321.63–§1321.71]

c. California Title 22 [22 CCR §7500–7716]

19. Bidder must maintain accurate statistical and financial data to support required monthly program and financial reports.

20. Bidder must submit program data, invoices, quarterly expenditures, and final reports within ten (10) days following the end of each service period.

21. Bidder must ensure any third-party contracts conform to California Department of Aging (CDA) and AAA policies for an open competitive process. The bidder’s competitive process and contract specifications must be described in the service delivery plan at the time the proposal is submitted.

22. Bidder must provide access to officials from AAA, CDA, and the Federal Administration on Aging for program or fiscal monitoring.

23. Bidder must attend all Provider Meetings and Information & Assistance Roundtable Meetings scheduled by the AAA.

E. BIDDER MINIMUM QUALIFICATIONS

1. Bidder must be regularly and continuously engaged in the business of providing Telephone Reassurance and Visiting services for at least 4 years, which must be clearly stated or demonstrated in the bid response.

2. Bidder must possess all permits, licenses, and professional credentials necessary to perform services specified under this RFP. Unless noted otherwise in the RFP, for example the item(s) stated above, including any Addendum, Bidder is not required to submit copies or verification of the permits, licenses and credentials; however, Bidder must provide such proof if requested by County.

F. DELIVERABLES / REPORTS / RESULTS-BASED ACCOUNTABILITY

Contractors will submit monthly data reports by the 10th calendar day of the month following the end of the month of service. Each program is required to maintain documentation for all program and client information submitted to AAA. Programs must submit Management Information System (MIS) and client data in a manner that conforms to the format required by the AAA, and meets the requirements detailed in Exhibit D of this RFP. Contractor may be required to enter participant and service unit data into GetCare or other software or web-based applications.

ACSSA has adopted the Results-Based Accountability (RBA) framework to strengthen and increase data collection and improve contract performance. The RBA framework establishes performance measures which will allow the Agency to track the positive impact and benefits of services for the target population by focusing on three critical questions: How much work was done? How well was it done? Is anyone better off?

The RBA framework establishes a partnership between the service provider and ACSSA. Contractors will work with their program specialist to establish performance measures and target goals. Sample performance measures and proposed target goals are described below.

1. How much was done?

a. Telephone reassurance performance measure:

Number of Telephone Reassurance contacts provided.

b. Telephone reassurance target goal:

The Contractor will meet 95% of the telephone reassurance contacts contracted.

c. Visiting performance measure:

Number of Visiting hours provided.

d. Visiting target goal:

The Contractor will meet 95% of the visiting hours contracted.

2. How well was it done?

a. Telephone Reassurance performance measure:

% of older adults who received Telephone Reassurance services who report satisfaction with the quality of services provided; data collected may include timeliness, accessibility, consistency of contact, responsiveness, and reliability.

b. Telephone Reassurance performance target goal:

90% of older adults who received Telephone Reassurance services report satisfaction with the services provided.

c. Visiting performance measure:

% of older adults who received Visiting services who report satisfaction with the quality of services provided; data collected may include timeliness, accessibility, consistency of visits, responsiveness, and reliability.

d. Visiting performance target goal:

90% of older adults who received Visiting services report satisfaction with the services provided.

3. Is anyone better off?

a. Telephone Reassurance performance measure:

% of older adults who received Telephone Reassurance services who report improved well-being as a result of services; data collected may include reduced social isolation, increased social connectedness, and improved emotional well-being.

b. Telephone Reassurance target goal:

90% of older adults who received Telephone Reassurance services report experiencing reduced levels of social isolation and/or improved social connectedness.

c. Visiting performance measure:

% of older adults who received Visiting services who report improved well-being as a result of services; data collected may include reduced social isolation, increased social connectedness, and improved emotional well-being.

d. Visiting performance target goal:

90% of older adults who received Visiting services report experiencing reduced levels of social isolation and/or improved social connectedness.

G. BIDDERS CONFERENCE(S)

1. The Bidders Conference(s) held on the date(s) specified in the Calendar of Events will be conducted online via Microsoft Teams. Bidders can participate via a computer with a stable internet connection (the recommended Bandwidth is 512kbps) by clicking on the meeting links provided in the Calendar of Events. Please RSVP your attendance to Tamar Larkin: tamar.larkin@acgov.org

2. To participate via phone for audio access only, a call-in option is available.

3. Information regarding the RFP will be presented during the conference(s). To get the best experience, the County recommends that bidders who participate remotely use equipment with audio output such as speakers, headsets, or a telephone.

4. Bidders conferences will be held to:

a. Provide an opportunity for Bidders to request clarification on this RFP and ask specific questions about the project, goods, and services.

b. Provide Bidders an opportunity to receive documents, etc., necessary to respond to this RFP.

c. Provide the County with an opportunity to receive feedback regarding the project and RFP.

5. Potential bidders are strongly encouraged to attend Bidders Conference(s) to further facilitate subcontracting relationships. Vendors who attend a Networking/Bidders Conference will be added to the Vendor Bid List. Failure to participate in a Networking/Bidders Conference will in no way relieve the Contractor from furnishing goods and/or services required in accordance with these specifications, terms and conditions. Attendance at a Networking/Bidders Conference is highly recommended, but is not mandatory.

6. Written questions submitted via email by the stated deadline will be addressed in a posted RFP Questions and Answers (Q&A) document following the Bidders Conference(s). Should there be a need to amend or revise the RFP, an Addendum will be issued. The Bidders Conference(s) Attendees List will also be released.

7. Any verbal statements, including at any Bidders Conference(s) are not binding. Only the written documents will be binding.

8. Questions regarding these specifications, terms, and conditions are to be submitted in writing via email to Tamar Larkin, Program Financial Specialist ( tamar.larkin@acgov.org ) by 5:00 p.m. on the date specified in the Calendar of Events.

II. COUNTY PROCEDURES, TERMS, AND CONDITIONS

H. EVALUATION CRITERIA / SELECTION COMMITTEE

1. Initial Evaluation (Completeness of Response, Debarment and Suspension, Minimum Years of Experience Required). All proposals will first be reviewed to determine if they pass the initial Evaluation Criteria (Section A: Completeness of Response), which are determined on a pass/fail basis.

2. Evaluation by County Selection Committee. All proposals that have passed the initial Evaluation Criteria will be evaluated by a County Selection Committee (CSC).  The CSC may be composed of County staff and other parties that may have expertise or experience related to the Telephone Reassurance and Visiting services that are being procured. The CSC will score the proposals according to the Evaluation Criteria set forth in this RFP.  Other than the initial pass/fail Evaluation Criteria, the evaluation of the proposals will be within the sole judgment and discretion of the CSC.

3. Unrealistic Bids. Bidders should bear in mind that any proposal that is unrealistic in terms of the technical or schedule commitments or unrealistically high or low in cost may be deemed reflective of an inherent lack of technical knowledge or indicative of a failure to comprehend the complexity and risk of the County’s requirements as set forth in this RFP.

4. Price Discrepancy. In the case of a discrepancy between the unit price and an extension, the unit price will be used for evaluation purposes.

5. Evaluation Criteria Descriptions. The items listed in the Evaluation Criteria should be considered as minimum requirements. All information contained in a proposal and presented in vendor interviews (if there are interviews) will be considered during the evaluation process and included in scoring within the appropriate Evaluation Criteria.

6. Evaluation Scores. Proposals will be evaluated and scored on the zero to five-point scale within each Evaluation Criteria below. Scores for all Evaluation Criteria (see the section below) will then be added, according to their assigned weight (below), to arrive at a weighted score for each proposal. A proposal with a higher-weighted total will be deemed of higher quality than a proposal with a lesser-weighted total.

7. Shortlist Process. The evaluation process may include a two-stage approach including a preliminary evaluation of the written proposal and preliminary scoring to develop a shortlist of Bidders that will continue to the final stage of reference checks. The preliminary scoring will be based on the total points, excluding any points allocated to references. Bidders receiving the highest preliminary scores may advance to the next evaluation phase. All other Bidders will be deemed eliminated from the process. All Bidders will be notified of the shortlist participants; however, the preliminary scores at that time will not be communicated to Bidders.

8. Reference Checks. The County reserves the right to conduct reference check(s) on all Bidders who submitted a bid proposal. Bidders are to provide a list of five (5) references. Completion of the Reference evaluation will be determined based on our ability to contact three (3) of the five (5) references. References should be able to address and describe their knowledge of your organization’s ability to provide the services listed in the RFP. Services or goods provided by Bidder to the references should have similar scope, volume and requirements to those outlined in these specifications, terms and conditions.

Bidders must verify that the contact information for all references provided is current and valid. If a reference cannot be contacted it may affect the qualification and scoring of Bidder’s submission.

Bidders are strongly encouraged to notify all references that the County may be contacting them to obtain a reference.

The County may contact some or all of the references provided in order to determine Bidder’s performance record on work similar to that described in this request.

9. Optional Vendor Interviews. The County may, in its sole discretion, conduct vendor interviews. Should the County opt to conduct a vendor interview, the interview may include responding to standard and specific questions from the CSC regarding the Bidders’ proposal. Whether or not a shortlist process is used, the score of any evaluation criterion below may be revised or informed based on the vendor interview.

10. Final Score. The final maximum score for any procurement is 500 points. Proposals will be ranked by their final scores.

a. Without Vendor Interview. In procurements where there are no vendor interviews, the score received by the evaluation of the written proposal with the references score added will be the final score.

b. With Vendor Interview. In procurements where there are vendor interviews, the CSC will consider the interview and may adjust the scores received by the evaluation of the written proposal which, with the reference scores added, will be the final score.

11. Contact During Evaluation Process. All contact during the evaluation phase must be through the ACSSA Contracts Office only. Bidders must neither contact nor lobby CSC during the evaluation process. Attempts by Bidders to contact and/or influence members of the CSC may result in disqualification of Bidders.

12. Determining Award. As a result of this RFP, the County intends to award a contract to the highest-ranked responsible Bidder(s), as determined by the combined weight of the Evaluation Criteria, whose response conforms to the RFP and whose bid presents the greatest value to the County considering all Evaluation Criteria. The combined weight of the Evaluation Criteria is greater in importance than the cost in determining the best value to the County. The County may award a contract of higher qualitative competence over the lowest priced response.

13. The zero (0) to five (5) point scale range is defined as follows:

Score	Rating	Description
0	Not Acceptable	Non-responsive, fails to meet RFP specifications. The approach has no probability of success. If the unmet specification is a mandatory requirement, this score may result in the disqualification of the proposal.
1	Poor	Below average, falls short of expectations, is substandard to that which is the average or expected norm, has a low probability of success in achieving objectives per RFP.
2	Fair	Has a reasonable probability of success; however, some objectives may not be met.
3	Average	Acceptable and likely to achieve all objectives in a reasonable fashion per RFP specification. This will be the baseline score for each item with adjustments based on the interpretation of the proposal by CSC.
4	Above Average / Good	Better than that which is average or expected as the norm. Excellent probability of success in achieving all objectives of the RFP requirements and expectations.
5	Excellent / Exceptional	Exceeds expectations, is very innovative, clearly superior to that which is average or expected as the norm. Excellent probability of success in achieving all objectives and meeting RFP specifications.

14. The Evaluation Criteria and their respective weights are as follows:

	Evaluation Criteria	Weight Points
A.	Completeness of Response: Responses to this RFP must be complete. Responses must address all the requirements identified within this RFP and all related documents, including any Addenda. Failure to meet the Bidder Minimum Qualifications may also be considered an incomplete response and may result in the disqualification of the Bidder.	Pass/Fail
B.	Debarment and Suspension: Bidders, its principal, and named subcontractors are not identified on the list of Federally debarred, suspended, or other excluded parties located at www.sam.gov/SAM .	Pass/Fail
C.	Minimum Years of Experience Required: Bidder shall be regularly and continuously engaged in the business of providing Telephone Reassurance and Visiting services to older adults for at least four (4) years, which is clearly stated or demonstrated in the bid response.	Pass/Fail
D.	MISSION, EXPERIENCE, AND COMMUNITY INVOLVEMENT (Maximum two (2) pages) 1. Describe the organization’s history, purpose and mission statement. How do telephone reassurance and/or visiting services align with your organization and your long-term goals? (6 points) 2. Describe your organization’s experience providing community-based services to older adults in Alameda County. Share specific examples of programs that foster social connection. Include data on the number of individuals served, target populations (e.g., low-income, LEP, ethnic minorities), and geographic areas covered. (8 points) 3. Describe the organization’s efforts to coordinate with local and regional community services to integrate the service delivery system in Alameda County. Provide specific examples of how these efforts have led to increased opportunities for older adults to live more independently. (8 points) 4. Describe how your program will ensure cultural and linguistic appropriateness for the populations served. Include strategies for multilingual access, culturally relevant activities, and accommodations for physical or cognitive limitations. (8 points) 5. Will your agency recruit, train, supervise and recognize volunteers in providing the proposed service? If so, how will this be accomplished? (10 points) Section D Subtotal	40 points
E.	PROGRAM DELIVERY (Maximum six (6) pages) 1. Using the following format, please describe in detail the service categories and units that you will provide. Please provide a narrative description of how you will provide the services. (8 points) 2. The Older Americans Act requires that services be targeted to low income, functionally impaired and minority individuals. Please tell us how you plan to ensure people in targeted groups will be engaged in services at levels at least as high as the percentages shown on page 6 of this RFP. (8 points) 3. Discuss the outreach and public information methods your organization will use to generate participation, particularly among the identified target populations. Include examples of means, community partnerships, and strategies for reaching isolated seniors. (8 points) 4. Please describe the qualifications and responsibilities of all staff directly responsible for delivery of program services, including any bilingual capability. (6 points) 5. Federal regulations mandate that persons receiving services be given the opportunity to freely contribute to the cost of service. At the same time, these participants must not be subjected to any kind of test to determine their ability to contribute. Please describe your plan to provide participants with a voluntary opportunity to contribute, including how privacy is ensured and what procedures are used to account for and safeguard funds. (4 points) 6. Explain how your agency will evaluate the effectiveness of services, track measurable outcomes, and assess client satisfaction. Describe how participants, caregivers, and community members will be involved in planning and feedback. (6 points) Section E Subtotal	40 points
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