Project Information

Bid Title

Dental PPO Plan (ASO-PPO) for Plan Year 2027?(RFPQHSS2025.B2) Addendum No.1

Issuing Agency

San Francisco Health Service System

Location

California

Published Date

Dec 12, 2025

Closing Date

Dec 19, 2025

Government Level

State & Local

Status

Closed

Original Source

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Project Description

Active Dental PPO Plan (ASO-PPO) for Plan Year 2027 (RFPQHSS2025.B2)

SFHSS has issued a Request for Proposal (RFP) for a self-funded Active Dental PPO plan (ASO-PPO) with benefits beginning January 1, 2027.

• RFP for Active Dental ASO-PPO Plan PY2027 (RFPQHSS2025.B2) - UPDATED 12/12/2025
• Mutual Confidentiality and Nondisclosure Agreement (MCA)
• Notice of Intent to Bid
• Addendum No.1 (RFPQHSS2025.B2) dated December 12, 2025

Key Dates:

• RFP Issued: December 9, 2025
• Phase 1 - Quantitative (Financial) Evaluation (Eligibility and Data Phase): December 2025 - January 2026
  
  • Deadline for Financial Questions: December 19, 2025 at 11:00AM (PT)
  • Deadline for Financial Proposals: January 9, 2026 at 11:00PM (PT)
  • Notification of Respondents Eligible for Phase 2: January 26 to 28, 2026
• Phase 2 - Qualitative (Non-Financial) Evaluation and Oral Interviews: February 2026 - April 2026
  
  • Deadline for Non-Financial Questions: February 1, 2026 at 11:00AM (PT)
  • Deadline for Non-Financial Proposals: February 20, 2026 at 11:00AM (PT)
  • Requests for Clarifications: February 23 to March 6, 2026
  • Oral Interviews: April 6 to 17, 2026
• Recommendation and Results Presented to Health Service Board: May 2026

Please see these webpages for more information:

• SFHSS Dental RFP Announcement, November 13, 2025 Regular Meeting of the Health Service Board, https://sfhss.org/board-meeting/2025-11-13t210000
• Director's Report, September 11, 2025 Regular Meeting of the Health Service Board, https://sfhss.org/board-meeting/2025-09-11t200000
• SFHSS Annual Benefit Contract Assessment, August 14, 2025 Regular Meeting of the Health Service Board, https://sfhss.org/board-meeting/2025-08-14t200000

Attachment Preview

Mutual Confidentiality and Non-Disclosure Agreement

This Mutual Confidentiality and Non-Disclosure Agreement (“Agreement”) is made this

_______________ (“Effective Date”) by and between ______________________

(“Respondent”), with an office at _________________________________, and the City and

County of San Francisco (“City), State of California, each individually referred to as a “Party,”

and collectively, the “Parties.”

WHEREAS, Respondent wishes to submit a proposal in response to the competitive

solicitation Active Dental Request For Proposals (ASO-PPO) for PY2027 (RFPQHSS2025.B2)

(“RFP”) as requested by the City’s San Francisco Health Service System (“Department”); and

WHEREAS, Respondent represents and warrants that it is qualified to perform the Services

as set forth in the RFP; and

WHEREAS, Respondent understands that it is required to meet the minimum qualifications

to bid as set forth in the RFP; and

WHEREAS, Respondent represents and warrants that it did not participate in any part of the

RFP development process and had no knowledge of the specific contents of the RFP prior to its

issuance; and

WHEREAS, as a result of this RFP, if selected, Respondent will enter into discussions with

City with respect to a business relationship between Respondent and City to perform the Services

as set forth in the RFP;

Now, THEREFORE, the parties agree as follows:

In the course of, or for the purpose of facilitating such discussions with the City with respect to a

business relationship between Respondent and City to perform the Services as set forth in the RFP,

including, but not limited to, all discussions, responses and submissions in connection with the

RFP (the “Purpose”), either Party may disclose to one another Confidential Information as defined

below. For good and valuable consideration, the receipt and sufficiency of which is acknowledged

by each Party, this Agreement sets out the Parties’ respective obligations with respect to the

Confidential Information which one party to this Agreement receives (the “Receiving Party”) from

the other Party (the “Disclosing Party”).

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1. Confidential Information. “Confidential Information” includes the existence and terms of

this Agreement, and any business or technical information or processes, whether or not stored

in any medium, relating to the Disclosing Party's business or City’s business (and/or those

of the City’s or the Disclosing Party’s suppliers and customers), including, but not limited

to: equipment; software; designs; technology; technical documentation; product or service

specifications or strategies; marketing plans; pricing information; financial information and

data; demographic information; information relating to existing, previous, and potential

suppliers, customers, and contracts; inventions; trade secrets; trademarks; intellectual

property; applications; methodologies; and other know-how which is identified as

confidential at the time of disclosure or that a reasonable person would consider, from the

nature of the information and circumstances of disclosure, is confidential to the Disclosing

Party or City. Confidential Information includes original information supplied by the

Disclosing Party or City (or on behalf of City), as well as all paper and electronic copies.

Confidential Information includes, without limitation, City Data. “City Data” means data

which includes, without limitation, all data collected, used, maintained, processed, stored, or

generated by or on behalf of the City in connection with the RFP.

2. Limited Access and Use.

(a) The Receiving Party agrees to treat the Confidential Information as confidential to and

as the property of the Disclosing Party or City, where applicable, and agrees to use an

appropriate degree of care (which, in any case, will not be less than a reasonable degree

of care) to prevent disclosure of the Confidential Information of the Disclosing Party

or City.

(b) The Receiving Party will use Confidential Information only for the Purpose.

(c) Confidential Information will be kept separate from any other City business the

Receiving Party may be conducting and will not be included within the general file of

the Receiving Party.

(d) Confidential Information will not be used by the Receiving Party in furthering or

expanding its business, or developing its own services or systems, except for providing

services in connection with and for the sole purpose of the Purpose.

(e) The Receiving Party will not disclose the Confidential Information to any third party

or individual without the prior written consent of the Disclosing Party, except the

Receiving Party may disclose the Confidential Information to: (i) its employees who

have a need to know such Confidential Information for the purpose of carrying out this

Mutual Confidentiality/NDA – Active Dental Request For Proposals (ASO-PPO) for Plan Year 2027 (RFPQHSS2025.B2) 2 of 7

Agreement and who have been advised of the obligations of confidentiality and are

obligated to keep the Confidential Information confidential; and (ii) City.

(f) The Receiving Party will not copy or reproduce the Confidential Information except as

reasonably required for the purposes contemplated in this Agreement and will ensure

that any confidentiality or other proprietary rights notices on the Confidential

Information are reproduced on all copies.

(g) Confidential Information will be returned to the Disclosing Party by the Receiving

Party or destroyed by the Receiving Party upon the request of the Disclosing Party at

any time. An authorized representative of the Receiving Party, if requested by the

Disclosing Party, shall certify in writing on behalf of the Receiving Party that all such

Confidential Information has been returned or destroyed, as applicable. The Receiving

Party may retain one (1) copy of the Confidential Information for archival purposes or

to defend its work product, provided however, such Confidential Information remains

subject to the terms and conditions of this Agreement for thirty (30) days following the

earlier of: (a) termination of the RFP, (b) a written request from Disclosing Party; or

(c) the end of the term of this Agreement (Section 5).

3. No License. The parties acknowledge and agree that all rights to the Confidential

Information, except for the specific rights to use the Confidential Information described

herein, are reserved by the Disclosing Party. No license, express or implied, under any trade

secret right, trademark, patent, copyright, or other proprietary right or applications which are

now or may hereafter be owned by a party, is granted by the disclosure of Confidential

Information under this Agreement. Nothing in this Agreement is to be construed as granting

the Receiving Party any title, ownership, license, or other right or interest with respect to the

Confidential Information disclosed by the Disclosing Party.

4. Loss of Status. This Agreement does not apply to or restrict the Receiving Party from using

or disclosing Confidential Information:

(a) which is or becomes public other than through a breach of this Agreement;

(b) already known to the Receiving Party prior to the date of this Agreement and with

respect to which the Receiving Party does not have an obligation of confidentiality;

(c) which is independently developed by the Receiving Party;

Mutual Confidentiality/NDA – Active Dental Request For Proposals (ASO-PPO) for Plan Year 2027 (RFPQHSS2025.B2) 3 of 7

(d) which is disclosed to the Receiving Party by a person or entity not party to this

Agreement, excluding City, and who is entitled to disclose such information without

breaching an obligation of confidentiality; or

(e) required to be disclosed by law, whether under an order of a court, government tribunal,

or other legal process. If the Receiving Party is required to disclose Confidential

Information as part of a judicial process, government investigation, legal proceeding,

or other similar process, the Receiving Party will give prior written notice of such

requirement to the Disclosing Party. Reasonable efforts will be made to provide this

notice in sufficient time to allow the Disclosing Party or City, where applicable, to seek

an appropriate confidentiality agreement, protective order, or modification of any

disclosure, and the Receiving Party will reasonably cooperate in such efforts.

5. Term. This Agreement shall remain effective for a period (the “Term”) beginning on the

Effective Date and ending December 31, 2026 or the date on which all business relationships,

if any, entered into by the parties with each other are terminated, whichever is later. However,

in no event shall this agreement remain in effect beyond December 31, 2030. Subject to

Section 4, all Confidential Information disclosed during the Term shall continue to be

governed by the terms and conditions of this Agreement after expiration of the Term or other

termination of this Agreement.

6. Future Relationship. Nothing in this Agreement shall be construed as obligating any party

to: (a) continue any discussions, (b) enter into a business relationship, or (c) provide any

services.

7. Injunctive Relief. The parties acknowledge that the unauthorized use or disclosure of the

Confidential Information could cause irreparable harm to the Disclosing Party or City.

Accordingly, the parties agree that they have the right to seek an injunction, without bond or

other security, against any breach or threatened breach of this Agreement as well as the right

to pursue any and all other rights and remedies available at law or in equity for such breach

or threatened breach.

8. RFP Communications and Authorized Representative. To ensure fair and equal access

to information about this RFP, all communications must be issued via email to

michael.visconti@sfgov.org and cc: patrick.chang@sfgov.org and

william.kudenov@sfgov.org. Any unauthorized communication may be cause for

Mutual Confidentiality/NDA – Active Dental Request For Proposals (ASO-PPO) for Plan Year 2027 (RFPQHSS2025.B2) 4 of 7

disqualification. Respondent designates the following Authorized Representative to make

and receive all communications pursuant to this RFP:

Authorized Representative:

Name:

Title:

E-mail:

9. Notice. Notices delivered in connection with this Agreement must be in writing and delivered

to the address set out in the first paragraph of this Agreement to the attention of the individual

representing each party under this Agreement or as changed by the parties by written notice

delivered to each other from time to time in accordance with this Agreement.

10. Severability. In the event that any provision of this Agreement shall be determined illegal

or otherwise unenforceable, such provision shall be severed and the balance of this

Agreement shall continue in full force and effect.

11. Waiver. The failure of either party to enforce any rights granted under this Agreement or to

take action against the other party in the event of a breach shall not be deemed a waiver by

that party as to subsequent enforcement of rights or subsequent actions in the event of future

breaches.

12. Incorporation of Recitals. The matters recited above are hereby incorporated into and made

part of this Agreement.

13. Entire Agreement and Amendments. This Agreement binds the parties and their respective

successors and permitted assigns (provided that neither party may assign this Agreement

without the prior written consent of the other party, such consent not to be unreasonably

withheld, except that either party may assign this Agreement without the other party’s

consent in the event an assignment is necessitated by an internal business reorganization)

and constitutes the entire understanding between the parties with respect to its subject matter,

superseding any prior oral or written agreement or understanding relating hereto, and cannot

Mutual Confidentiality/NDA – Active Dental Request For Proposals (ASO-PPO) for Plan Year 2027 (RFPQHSS2025.B2) 5 of 7

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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