May 20, 2016 Education, Awareness, and Outreach Bidders’ Conference

2 Agenda 1:00 – 1:15Welcome & Introductions Toby Ewing, Executive Director Mental Health Services Oversight and Accountability Commission 1:15 – 1:30Education, Advocacy and Outreach Solicitations Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 1:30 – 1:45Procurement Overview Andrew Chang, Consultant Andrew Chang & Company 1:45 – 3:00Q&A Norma Pate, Chief Deputy Director Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission

3 Housekeeping  Out of respect for all participants, all questions will be held until the end of the conference, in the time allotted for Q&A. Questions and answers will be used to create a Frequently Asked Questions list that will appear on our website.  Preliminary responses may be provided to questions verbally during this conference. However, no responses will be considered final or binding until they have been posted in writing.  Signing-in and verbally identifying yourself on the voic is optional. Sign-in sheets and a list of those who are participating by phone will be provided to the general public.  Please note that this call is being tape recorded for our procurement files.

1:00 – 1:15Welcome & Introductions Toby Ewing, Executive Director Mental Health Services Oversight and Accountability Commission 1:15 – 1:30Education, Advocacy and Outreach Solicitations Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 1:30 – 1:45Procurement Overview Andrew Chang, Consultant 1:45 – 3:00Q&A Norma Pate, Chief Deputy Director Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 4 Agenda

5 MHSOAC is currently seeking high quality proposals for Education, Advocacy and Outreach from six populations  RFP # 16MHSOAC002 – Mental Health Clients/Consumers  RFP # 16MHSOAC003 – Families of Clients/Consumers  RFP # 16MHSOAC004 – Parents/Caregivers of Children and Youth  RFP # 16MHSOAC005 – Transition Age Youth  RFP # 16MHSOAC006 – Veterans  RFP # 16MHSOAC007 – Diverse Racial and Ethnic Communities

Key dates 6 ActivityAction Date & Time RFP ReleaseMay 11, 2016 Bidders’ ConferenceMay 20, 2016 Deadline for Written QuestionsMay 25, 2016 Distribute Questions/Answers and Addenda (if any) to RFP May 31, 2016 Deadline to Submit ProposalsJune 24, 2016 by 4:30 p.m. Notice of Intent to AwardJuly 28, 2016 Intent to Protest LetterAugust 4, 2016 Contract Start DateSeptember 1, 2016

Contractor Responsibilities 7 Kickoff meeting  The Contractor shall attend a kickoff meeting with the MHSOAC Contract Manager (CM) to discuss the administrative, fiscal, and technical aspects of this contract. Reporting  The Contractor shall meet quarterly, or otherwise as specified, with MHSOAC staff to review and discuss contract performance and activities.  The Contractor will submit quarterly activity reports detailing activities, planned and underway, and report-outs on completed activities. Collaboration  The Contractor shall attend periodic collaboration meetings with other Contractors. The purpose of these meetings will be to bring together stakeholder contractors to report out on current activities, discuss upcoming projects and plans, and to identify areas for potential collaboration. Other Interactions with MHSOAC  The Contractor shall engage in ongoing communication with the MHSOAC and relevant constituents regarding progress within all facets of this project.

Key Proposer Defined Deliverables 8 Proposer Defined DeliverablesSummary Annual State of the Community Report Contractor shall include an Annual State of the Community Report to detail the unique needs of the target population and how they differ on the local-level and the state-level. Training and EducationContractor shall provide support and empowerment to Mental Health Clients/Consumers and organizations that meet the mental health needs of Mental Health Clients/Consumers. Outreach, Engagement and Communication Contractor shall develop and implement effective strategies and programs to enhance awareness of mental health services and programs to increase access and linkage as well as prevent and potentially reduce the risk of onset of severe mental health needs. AdvocacyContractor shall include two distinct strategies that effectively supports the voice of Mental Health Clients/Consumers. One strategy shall correspond to the local-level and one strategy shall correspond to the state-level. Progress ReportsContractor will identify and collect data that will track and monitor all relevant efforts in the Contractor Responsibilities and the Proposer-Defined Deliverables. The Contractor will be required to submit quarterly data sets that shall cover activities, planned and underway, and report-outs on completed activities. Unanticipated TasksThe proposal shall include up to five percent (5%) of the contract value for unanticipated tasks. A SIMPLE REITERATION OF THE DESCRIPTIONS CONTAINED WITHIN THE SOLICITATIONS IS NOT ACCEPTABLE

1:00 – 1:15Welcome & Introductions Toby Ewing, Executive Director Mental Health Services Oversight and Accountability Commission 1:15 – 1:30Education, Advocacy and Outreach Solicitations Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 1:30 – 1:45Procurement Overview Andrew Chang, Consultant Andrew Chang & Company 1:45 – 3:00Q&A Norma Pate, Chief Deputy Director Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 9 Agenda

The solicitations are being established as contracts, NOT grants 10  Used as a procurement funding mechanism (i.e. buyer/seller) for the direct benefit or use of the state.  Relatively inflexible as to scope of work, budget and other changes.  Governed by statutes (Public Contracting Code), rules and regulations (State Contracting Manual).  Require frequent reporting.  Failure to perform can result in potential legal action or financial consequences.  May be unilaterally awarded at proposal stage without ability to negotiate terms and conditions. Contracts  Flexible funding mechanism to support public purpose (i.e. assistance mechanism).  Flexibility to change Scope of Work, Budget, etc.  More freedom to adapt project and less responsibility to produce results.  Less frequent reporting.  Failure to perform not likely to result in legal action or financial consequences. Grants

We are Public Contracting Code (PCC) exempt, but we are following PCC, except for two areas 11 DGS Approval  Contracts do not need to be approved by DGS  Formal DGS protest process does not apply Protest  Protests will be resolved by the Executive Director

12 We are in open procurement  Throughout the procurement process from public comment until the contracts are awarded, MHSOAC will work to ensure all potential proposers have a level playing field and that the MHSOAC operates in a manner that is accountable to the public.  MHSOAC will not be able to take personal meetings or respond to telephone inquiries regarding the solicitations to ensure a level playing field, full transparency and the integrity of the solicitations.

13 All correspondence, questions, inquiries should be made in writing  All correspondence, questions, inquiries should be made in writing via to by 4:30 p.m. Pacific Standard Time (PST) on May 25,  Questions submitted by will be made anonymous, responded to and posted for all bidders to see.  Only written responses posted on the MHSOAC website shall be considered binding.  Check bid posting site often!

1:00 – 1:15Welcome & Introductions Toby Ewing, Executive Director Mental Health Services Oversight and Accountability Commission 1:15 – 1:30Education, Advocacy and Outreach Solicitations Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 1:30 – 1:45Procurement Overview Andrew Chang, Consultant Andrew Chang & Company 1:45 – 3:00Q&A Norma Pate, Chief Deputy Director Angela Brand, Assistant to the Executive Director Mental Health Services Oversight and Accountability Commission 14 Agenda

15 Thank You for Participating!