Clinical Guidance & Training Services (CONNECT Network) Addendum No. 2

RFP 2027-0081-CSD/BM
SANTA FE COUNTY
REQUEST FOR PROPOSALS
CLINICAL GUIDANCE
AND TRAINING SERVICES
NM Commodity Code(s):
91867; 94874
RFP NO. 2027-0081-CSD/BM
September - 2027
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RFP 2027-0081-CSD/BM
TABLE OF CONTENTS
PAGE NO.
I. ADVERTISEMENT ........................................................................................................ 4
II. INTRODUCTION ........................................................................................................... 5
A. PURPOSE OF THIS REQUEST FOR PROPOSAL .............................................. 5
B. SCOPE OF WORK ................................................................................................. 5
C. INSURANCE REQUIREMENTS .......................................................................... 6
D. DESIGNATED PROCUREMENT SPECIALIST .................................................. 6
E. DEFINITION OF TERMINOLOGY ...................................................................... 7
III. CONDITIONS GOVERNING THE PROCUREMENT ................................................. 9
A. SEQUENCE OF EVENTS ..................................................................................... 9
B. EXPLANATION OF EVENTS ............................................................................ 10
1. Issuance of RFP ......................................................................................... 10
2. Pre-Proposal Conference ........................................................................... 10
3. Acknowledgement of Receipt Form Due .................................................. 10
4. Deadline to Submit Additional Written Questions .................................... 10
5. Response to Written Questions .................................................................. 10
6. Submission of Proposals ............................................................................ 11
7. Proposal Evaluation ................................................................................... 11
8. Selection of Finalists .................................................................................. 11
9. Best and Final Offers from Finalists (If applicable) .................................. 12
10. Oral Presentations by Finalists (If applicable) ........................................... 12
11. Contract Negotiations ................................................................................ 12
12. Contract Award .......................................................................................... 12
13. Right to Protest .......................................................................................... 12
C. GENERAL REQUIREMENTS............................................................................ 13
1. Acceptance of Conditions Governing the Procurement ............................. 13
2. Incurring Cost ............................................................................................ 13
3. Prime Contractor Responsibility ................................................................ 13
4. Subcontractors ........................................................................................... 13
5. Amended Proposals ................................................................................... 13
6. Offeror's Right to Withdraw Proposal ....................................................... 13
7. Proposal Offer Firm ................................................................................... 14
8. Disclosure of Proposed Contents ............................................................... 14
9. No Obligation ............................................................................................ 14
10. Termination................................................................................................ 14
11. Sufficient Appropriation ............................................................................ 14
12. Legal Review ............................................................................................. 15
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RFP 2027-0081-CSD/BM
13. Governing Law .......................................................................................... 15
14. Basis for Proposal ...................................................................................... 15
15. Contract Terms and Conditions ................................................................. 15
16. Contract Deviations ................................................................................... 15
17. Offeror Qualifications ................................................................................ 15
18. Right to Waive Minor Irregularities .......................................................... 15
19. Change in Contractor Representatives ....................................................... 16
20. Notice ........................................................................................................ 16
21. County Rights ............................................................................................ 16
22. Right to Publish ......................................................................................... 16
23. Ownership of Proposals ............................................................................. 16
24. Electronic Mail Address Recommended ................................................... 16
25. Preference in Procurement by Santa Fe County ........................................ 16
26. Double-Sided Documents .......................................................................... 18
27. Living Wage .............................................................................................. 18
IV. RESPONSE FORMAT AND ORGANIZATION ......................................................... 19
A. NUMBER OF RESPONSES ............................................................................... 19
B. NUMBER OF COPIES ........................................................................................ 19
C. PROPOSAL FORMAT ........................................................................................ 19
1. Proposal Organization ................................................................................ 19
2. Letter of Transmittal .................................................................................. 20
V. SPECIFICATIONS ........................................................................................................ 21
A. INFORMATION .................................................................................................. 21
1. Time Frame ................................................................................................ 21
B. EVALUATION CRITERIA................................................................................. 21
1. Introduction ................................................................................................ 21
2. Technical Competence and Specialized Experience .................................. 21
3. Evidence of Understanding Scope of Work .............................................. 21
4. Capacity and Capability ............................................................................. 21
C. COST PROPOSAL .............................................................................................. 22
VI. EVALUATION OF PROPOSALS ................................................................................ 23
A. EVALUATION SCORING ................................................................................. 23
B. EVALUATION PROCESS .................................................................................. 23
APPENDICES
A. Acknowledgement of Receipt Form .................................................................... 25
B. Campaign Contribution Disclosure Form ............................................................ 26
C. Resident Veterans Preference Certification ......................................................... 29
D. Cost Proposal ....................................................................................................... 30
E. Sample Agreement ............................................................................................... 31
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RFP 2027-0081-CSD/BM
I. ADVERTISEMENT
SANTA FE COUNTY
Clinical Guidance and Training Services
for the CONNECT Network
2027-0081-CSD/BM
State of New Mexico Commodity Code- 91867; 91883
Santa Fe County and the Community Services Department (CSD) requests proposals from
qualified licensed professionals or firms to provide Clinical Guidance and Training Services for
CSD's. All proposals submitted shall be valid for ninety (90) days subject to action by the
County. Santa Fe County reserves the right to reject any and all proposals in part or in whole. A
completed proposal can be submitted in a sealed container, indicating the proposal title and
number along with the Offeror's name and address clearly marked on the outside of the container
or delivered electronically utilizing a Dropbox. All proposals must be received by 2:00PM on
Friday, October 16, 2026, at the Santa Fe County Purchasing Division, 102 Grant Avenue,
Santa Fe, NM 87501. It is preferred that the submission of Proposals be delivered
electronically utilizing a Dropbox. Please utilize this link to upload one copy of your proposal
submission. https://www.dropbox.com/request/cmsufncuh0hjw6oy7hrj
By submitting a proposal for the requested services each Offeror is certifying that it is a qualified
firm and its proposal complies with the requirements stated within the Request for Proposals.
A Pre-Proposal Conference will be held at 10:00am MDT on Friday, October 2nd, 2026, online
via the Microsoft Teams Meeting link:
https://teams.microsoft.com/meet/296175167502289?p=DpOpZDPULOH81nfgXc
EQUAL EMPLOYMENT OPPORTUNITY: All qualified Offerors will receive consideration of
contract(s) without regard to race, color, religion, sex or national origin, ancestry, age, physical and
mental handicap, serious medical condition, disability, spousal affiliation, sexual orientation or gender
identity.
Request for Proposals will be available by contacting Brandon Martinez, Procurement Specialist,
Senior, 102 Grant Avenue, (First Floor) Santa Fe, New Mexico 87501, or by telephone at
(505)995-9551 or by email at bimartinez@santafecountynm.gov or on our website at
Current Solicitations | Santa Fe County
PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED ABOVE WILL NOT
BE CONSIDERED AND WILL BE REJECTED BY SANTA FE COUNTY.
Santa Fe County CSD
Published September 27th & 28th, 2026
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RFP 2027-0081-CSD/BM
II. INTRODUCTION
A. PURPOSE OF THIS REQUEST FOR PROPOSAL
The CONNECT Network was launched by Santa Fe County in 2017 as an initiative to
address unmet social service needs within Santa Fe County. In April 2019, the program
expanded through a formal partnership between Santa Fe County and the City of Santa Fe.
The CONNECT Network has now developed into a coordinated network of over 300
navigators working in over 70 services providers including: clinics, community service
organizations, and government programs throughout the county. These navigators help
residents access essential supports including housing, food, transportation, utilities, and
other social determinants of health through a shared platform that enables efficient referrals
and coordination, helping residents connect with the services and resources they need.
The Community Services Department (CSD) is requesting proposals from licensed
professionals or firms for clinical guidance for navigators, as well as interdisciplinary teams
development and meeting facilitation within the Santa Fe County Community Services
Department - CONNECT Network and in accordance with the Accountable Health
Community (AHC) standard of care. Offerors must read and understand the Request for
Proposal and scope of services.
B. SCOPE OF WORK
1. Provide clinical guidance for navigators within the CONNECT Network, as well as
interdisciplinary team development and meeting facilitation.
2. Develop and implement a plan with framework to promote trauma informed care, client
engagement, person-centered planning, and create and maintain professional boundaries
within the navigation educational and meeting series.
3. Provide clinical guidance and professional development activities that would be added
to the structure of six navigation meetings.
4. Model and mentor navigators to the AHC standard of care,
5. Provide clinical guidance and meeting facilitation (minimum of 50 hours per quarter)
a. 12 hours of navigation network education and meeting series with follow up.
b. 4 hours of meeting preparation.
c. 4 hours of summarization and reporting.
d. 30 hours of navigation team and network clinical guidance and facilitation of
interdisciplinary meetings.
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RFP 2027-0081-CSD/BM
C. INSURANCE REQUIREMENTS
The insurance required by Offeror are listed below.
1. General Conditions. Contractor shall submit evidence of insurance as is required herein.
Policies of insurance shall be written by companies authorized to write such insurance
in New Mexico.
2. General Liability Insurance, Including Automobile. Contractor shall procure and
maintain during the life of this Agreement a comprehensive general liability and
automobile insurance policy with liability limits in amounts not less than $1,000,000
combined single limits of liability for bodily injury, including death, and property
damage for any one occurrence. Said policies of insurance shall include coverage for
all operations performed for County by Offeror; coverage for the use of all owned, non-
owned, hired automobiles, vehicles and other equipment, both on and off work; and
contractual liability coverage under which this Agreement is an insured contract. County
of Santa Fe shall be a named additional insured on the policy.
3. Workers' Compensation Insurance. Contractor shall comply with the provisions of the
Workers' Compensation Act.
4. Professional Liability Insurance. The Contractor shall procure and maintain during the
life of this Agreement a Professional Liability Insurance.
5. Increased Limits. If, during the life of this Agreement, the Legislature of the State of
New Mexico increases the maximum limits of liability under the Tort Claims Act
(NMSA 1978, Sections 41-4-1 through 41-4-29, as amended), Contractor shall increase
the maximum limits of any insurance required herein.
D. DESIGNATED PROCUREMENT SPECIALIST
The County has designated a Procurement Specialist who is responsible for the conduct of
this procurement whose name, address and telephone number is listed below. All deliveries
via express carrier should be addressed as follows:
Brandon Martinez, Procurement Specialist Senior
Santa Fe County Purchasing Division
102 Grant Avenue, First Floor
Santa Fe, NM 87501
505-995-9551
Email: bimartinez@santafecountynm.gov
Any inquiries or requests regarding this procurement should be submitted to the
Procurement Specialist, Senior in writing. Offerors may ONLY contact the Procurement
Specialist, Senior listed above regarding the procurement. Other County employees do
not have the authority to respond on behalf of the County.
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RFP 2027-0081-CSD/BM
E. DEFINITION OF TERMINOLOGY
This section contains definitions and abbreviations that are used throughout this
procurement document.
This section contains definitions and abbreviations that are used throughout this procurement
document.
"BCC" means the Santa Fe County Board of County Commissioners
"Close of Business" means 5:00 PM Mountain Standard Time or Mountain Daylight Time,
whichever is in effect on the date given.
"Contract" or "Agreement" means a written agreement for the procurement of items of
tangible personal property or services.
"Contractor" means a successful offeror who enters into a binding contract.
"County" means Santa Fe County.
"Determination" means the written documentation of a decision by the Procurement Manager
including findings of fact supporting a decision. A determination becomes part of the
procurement file.
"Desirable" The terms "may", "can", "should", "preferably", or "prefers" identify a desirable
or discretionary item or factor (as opposed to "mandatory").
"Evaluation Committee" means a body appointed by the County management to perform the
evaluation of offeror proposals.
"Finalist" is defined as an offeror who meets all the mandatory specifications of this Request
for Proposals and whose score on evaluation factors is sufficiently high to merit further
consideration by the Evaluation Committee.
"Mandatory" The terms "must", "shall", "will", "is required", or "are required", identify a
mandatory item or factor (as opposed to "desirable"). Failure to meet a mandatory item or
factor will result in the rejection of the offeror's proposal.
"Offeror" is any person, corporation, or partnership who chooses to submit a proposal.
"Procurement Manager/Specialist" means the person or designee authorized by the County
to manage or administer a procurement requiring the evaluation of competitive sealed
proposals.
"Purchasing Division" means the Santa Fe County Purchasing Division, Finance
Department.
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RFP 2027-0081-CSD/BM
"Request for Proposals" or "RFP" means all documents, including those attached or
incorporated by reference, used for soliciting proposals.
"Responsible Offeror" means an offeror who submits a responsive proposal and who has
furnished, when required, information and data to prove that its financial resources, production
or service facilities, personnel, service reputation and experience are adequate to make
satisfactory delivery of the services or items of tangible personal property described in the
RFP.
"Responsive Offer" or "Responsive Proposal" means an offer or proposal which conforms
in all material respects to the requirements set forth in the request for proposals. Material
respects of a request for proposals include, but are not limited to, price, quality, quantity or
delivery requirements.
THIS SPACE INTENTIONALLY LEFT BLANK
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RFP 2027-0081-CSD/BM
III. CONDITIONS GOVERNING THE PROCUREMENT
Clinical Guidance and Training Services
for CSD's CONNECT Network
This section of the RFP contains the schedule for the procurement, describes the major
procurement events and the conditions governing the procurement.
A. SEQUENCE OF EVENTS
The Procurement Manager will make every effort to adhere to the following schedule:
Action Responsibility Date
September 27th & 28th,
1. Issuance of RFP Purchasing Division
2026
2. Pre-Proposal Conference Owner/Offerors/ Purchasing October 2, 2026
(via Teams at 10:00am)
October 7, 2026
3. Acknowledgement of Receipt Offerors
Form
October 7, 2026
4. Deadline to Submit Additional Offerors
Questions
October 9, 2026
5. Response to Written Questions Purchasing Division
6. Submission of Proposal October 16, 2026
Offerors
(2:00 PM) by Dropbox
October 2026
7. Proposal Evaluation Review Evaluation Committee
8. Selection of Finalist Evaluation Committee October 2026
9. Oral Presentation by Finalists
Offeror TBD
(if applicable)
TBD
10. Contract Negotiations County, Offeror
Note: If the Evaluation Committee makes a selection at the Selection of Finalists, event 9 will
not occur.
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RFP 2027-0081-CSD/BM
B. EXPLANATION OF EVENTS
The following paragraphs describe the activities listed in the sequence of events shown in
Section III, Paragraph A.
1. Issuance of RFP
This RFP is being issued by the Santa Fe County Community Services
Department and the Purchasing Division.
2. Pre-Proposal Conference
A Pre-Proposal Conference is scheduled to occur on the date indicated in the Sequence
of Events at Section III.A. Questions may be submitted at the Pre-Proposal
Conference and until the date indicated in the Sequence of Events at Section III.A.
All questions must be in writing and e-mailed to
bimartinez@santafecountynm.gov A public log will be kept of the names of
potential offerors who attended the Pre-Proposal Conference.
3. Acknowledgement of Receipt Form
Potential offerors should hand-deliver or return by e-mail the Acknowledgement of
Receipt Form provided as Appendix A to have its name and firm placed on the
procurement distribution list. The form should be signed by an authorized
representative of the organization, dated and returned by close of business on
October 7, 2026.
The procurement distribution list will be used for the distribution of written
responses to questions and any RFP addenda.
4. Deadline to Submit Additional Written Questions
Potential offerors may submit written questions regarding this RFP until the close of
business on the date indicated in the Sequence of Events at Section III.A. All written
questions must be addressed to the Procurement Specialist, listed in Section
II.E and sent by e-mail. Any contact with any other County staff member or persons
other than the Procurement Specialist named in this solicitation may be grounds
for disqualification.
5. Response to Written Questions
Written responses to written questions and any RFP addenda will be distributed on
the date indicated in the Sequence of Events at Section III.A, to all potential offerors
whose names appear on the procurement distribution list.
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