Technical Resource Library
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1. BEHAVIORAL HEALTH PROGRAMS - SYSTEMWIDE
1.1 Behavioral Health Codes & Definitions:
1.1.1 Federal Codes:
Federal Financial Participation (FFP) Definitions
1.1.2 California Codes:
California Code of Regulations
California Code of Regulations, Title 9
California DMH Medi-Cal Managed Care Contract
CA Welfare and Institutions Code
CMHDA Framework for Eliminating Cultural Disparities 2005
1.1.3 County Strategic Plans:
BHS Dual Diagnosis Strategic Plan
BHS Dual Diagnosis Strategic Plan
BHS Final Recovery Plan & Appendices
BHS Operational Area Recovery Plan 2007
Co-Occurring Mental Health and Substance Use Disorders Consensus Document
San Diego County DMC-ODS Implementation Plan
DMC Implementation Plan Appendix Final 5-26-17
1.1.4 County Policies:
County Policy 01-02-212: MH Youth Transition Service Plan - 2000
2024 County of San Diego Observed Holidays
Contractor Clearance Background Check Packet
Contractor Security Policy 2011
BHS Dual Diagnosis Capable and Enhanced Definitions
1.2 Behavioral Health Handbooks, Manuals,
Maps & Forms:
1.2.1 Organizational Provider Operations Handbooks:
SUD Providers, please refer to the Drug Medi-Cal Organized Delivery System page on the Optum website for the SUDPOH and all the most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/dmc-ods.html).
Mental Health Providers, please refer to the MHP Provider Documents page on the Optum website for the OPOH and all the most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/orgpublicdocs.html).
Privacy Incident Report Web Form
Error Correction Report Handbook - ECR Manual
Final Inpatient Manual Rev 2020
Probation - Criminal Offender Record Information (CORI) Training Request Form
CLETS Employee/Volunteer Statement / CLETS Private Contractor Management Control Agreement
FBI Criminal Justice Information Services Security Addendum Certification
County of San Diego – Summary of Policies Regarding County Data/Information and Information Systems
1.2.2 Budget/Invoice Templates:
FY 24-25 BHS Budget Template - Cost Reimbursement
FY 24-25 BHS Budget Template (DMC) - Cost Reimbursement
FY 24-25 BHS MH Invoice Template - Cost Reimbursement
FY 24-25 BHS SUD Invoice Template - Cost Reimbursement
FY 23-24 MH Invoice - Fixed Price Redeterminable Template
FY 22-23 MH Invoice - Fixed Price Redeterminable with Day Svcs Template
1.2.3 Medi-Cal Guidelines:
County of San Diego Definition of Mental Health Target Population and Scope of Services Mental Health Severity Tool
Severity Analysis Reference Guide for Adults 1-2015
Severity Analysis Reference Guide for Children/Youth (5-5-14)
Severity Analysis Reference Guide FAQ
MHP Beneficiary Handbook (English)
1.2.4 General Forms and Instructions:
CYF UM Authorization Request Form-Fill 4-17-15
1.2.5 SUD Forms:
SUD Providers, please refer to the Drug Medi-Cal Organized Delivery System page on the Optum website for most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/dmc-ods.html).
1.2.6 Manuals:
Anasazi User Manual for Adult & Child Services 3-8-11
CIMH Operations and Implementation Manual
Org Provider Financial Eligibility Billing Manual (Rev 02-06-18)
Quality Review Committee (QRC) Manual - Updated 2024
1.2.7 Uniform Clinical Record Manual (UCRM) - 10-2012 - Rev 5-20-15
Mental Health Providers, please refer to the MHP Provider Documents page on the Optum website for the UCRM and all the most current forms and other resources (www.optumsandiego.com/content/sandiego/en/county-staff---providers/orgpublicdocs.html)
1.2.8 Web-based System Manuals - Alcohol & Substance Use Services
IMPACT Evidenced Based Depression Care
Mental Health Youth Transition Service Plan, July 2000
Dual Capable and Enhanced Definitions 04.14.14
1.2.9 Maps - General:
Map of County Regions with Zip Codes
List of County Zip Codes within HHSA Regional Boundaries
1.2.9.1 Maps - Adult System of Care:
All Adults, 18+, Receiving Mental Health Services While in Jail, 2015
All Adults, 18+, Using Emergency Services Without Using Outpatient Services, 2015
All Adults, 18+, Using Psychiatric Emergency Response Team (PERT) Services Without Using Outpatient Services, 2015
All Homeless Adults, 18+, Accessing Mental Health Services, 2015
1.2.9.2 Maps - Children, Youth & Families System of Care:
All Children, Ages 0-17, Accessing Crisis Services, 2015
All Children, Ages 0-17, Accessing Inpatient Services, 2015
All Children, Ages 0-17, Involved with Juvenile Forensic Services, 2015
1.2.9.3 Maps: Groups Below 200% of Federal Poverty Level:
All Adults, 18+, Below 200% of Federal Poverty Level, 2015
All Children, Ages 0-5, Below 200% of Federal Poverty Level, 2015
All Children, Ages 0-17, Below 200% of of Federal Poverty Level, 2015
African American Population Below 200% of Federal Poverty Level 2015
Asian/Pacific Islander Population Below 200% of Federal Poverty Level 2015
Hispanic Population Below 200% of Federal Poverty Level 2015
1.3 Incidental Client Expenses (Flex Funds)
BHS Flexible Funds Policy 10-1-14
2. Adult/Older Adult System of Care
2.1 Alcohol & Other Drug Services
Addiction Counseling Competencies
San Diego Alcohol and Drug Services (ADS) Housing and Services Report 2013
Prosecution and Law Enforcement Assisted Diversion Services (PLEADS)
2.2 Augmented Services Program/Skilled Nursing Facilities
County and County-Contracted Programs Eligible to Refer to ASP Programs
Strengths-Based Case Management (SBCM) Flyer
Assertive Community Treatment (ACT)
Brochure
Case
Management Agreement for Services
Case Management Agreement for Services Instructions
Case Management Client Financial Information
Case Management Client Financial Information Instructions
Urgent Walk-In Services Schedule & Contact Information 09-10-21
FSP Data Collection & Reporting (DCR) Manual
FSP Data Dictionary for Data Collection and Reporting System (DCR)
FSP
Partnership Assessment Form (PAF) – Adult
FSP Quarterly Assessment Form (3M) – Adult
FSP Key Event Tracking (KET) – Adult
FSP
Partnership Assessment Form (PAF) – Older Adult
FSP Quarterly Assessment Form (3M) – Older Adult
FSP Key Event Tracking (KET) – Older Adult
Affordable Housing Resources 12-23-14
Housing Resource Directory 2013-2015 12-23-14
HHSA Five Year Strategic Housing Plan FY 13-14
Housing: Plan to End Chronic Homelessness - 2005
BHS Five Year Strategic Employment Plan 8-6-20
SAMHSA Supported Employment Kit 12-23-14
SAMHSA How To Use Supported Employment Kit 12-23-14
Supported Employment - Getting Started 12-23-14
Supported Employment - Power Point 12-23-14
Supported Employment - Program Evaluation Kit 12-23-14
Supported Employment - The Evidence 12-23-14
Supported Employment and Individualized Placement and Support Model Comparison
Supported Employment Initiative
Employment Specialists Supported Employment and Individualized Placement Implementation 7-1-18
Definition of Adult Target Population and Scope of Services
Evidence Based Care Planning for Older Adults
Mental Health Outcome Measures Guide (Rev. August 2020)
System Redesign Implementation Plan for Adult-Older Adult Mental Health Services
Welcoming Policy Statement, San Diego County Adult and Older Adult Mental Health Services
Elder and Dependent Adult Abuse Reporting Law
Mental Health Clubhouses in San Diego County
All County Information Notice 1-28-99
CAMH MHSA Information Technology (IT) Workgroup Conference Call PPT
SMART Recovery (Self Management and Recovery Training)
2.10 Information - Trauma Informed
3. Children, Youth
& Families System of Care
3.1 CYF General Information:
Children's Penal Code Section 11164
Children's System of Care Principles
DDCMHT-CYF Score Graph Sheet 10-1-14
Definitions for Treatment Recovery Centers
Perinatal Practice Guidelines Training Document
Adolescent Best Practice Guidelines
3.2 Full Service Partnership (FSP) Data Forms - Children
FSP Data Collection & Reporting (DCR) Manual
FSP Data Dictionary for Data Collection and Reporting (DCR)
FSP Partnership Assessment Form (PAF) – Child/Youth
FSP Quarterly Assessment Form (3M) – Child/Youth
FSP Key Event Tracking (KET) – Child/Youth
FSP Partnership Assessment Form (PAF) – TAY
FSP Quarterly Assessment Form (3M) – TAY
FSP Key Event Tracking (KET) – TAY
3.3 Seriously Emotionally Disturbed:
4. Cultural Competence
4.1 Cultural Competence General Plans and Handbooks:
Cultural Competence Plan 2021 - Appendices
Cultural Competence Plan 2020 - Appendices
Cultural Competence Plan 2019 - Appendices
Cultural Competence Plan 2018, Appendices
Cultural Competence Handbook (rev. July 2020)
Culturally and Linguistically Appropriate Services (CLAS) National Standards
Cultural Competence and Mental Health Southern Region Summit XVIII Resource Toolkit (4-1-13)
CLAS Standards - Summary of Strategies
4.2 California Reducing Disparities Project (CRDP) Population Reports:
African American CDRP Population Report, May 2012
Asian/Pacific Islander CDRP Population Report, January 2013
Latino CDRP Population Report, June 2012
Lesbian, Gay, Bisexual, Transgender, Queer and Questioning CDRP Population Report, December 2012
Native American CDRP Population Report, March 2012
4.3 Faith Based Community Resources
4.4 Survey Reports
Promoting Cultural Diversity Self-Assessment (PCDSA) Report 2022
Promoting Cultural Diversity Self-Assessment (PCDSA) Report 2020
Promoting Cultural Diversity Self-Assessment (PCDSA) Report 2018
California Brief Multicultural Competence Scale (CBMCS) Report 2015
Culturally Competent Program Annual Self-Evaluation (CC-PAS) Report 2016
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2024
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2023
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2022
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2021
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2020
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2019
Cultural and Linguistic Competence Policy Assessment (CLCPA) Report 2017
4.5 Training and Education References:
Suggestions for Supplemental Cultural Competence Training
Cultural Competence Training Evaluation Form
Cultural Competency Academy (CCA) Impact Report - FY 2013-14
5. Mental Health Services Act (MHSA)
5.1 MHSA Program Summaries:
Community Services and Supports (CSS)
Prevention and Early Intervention (PEI)
Workforce Education and Training (WET)
5.2 MHSA General Plans and Documents
MHSA Three-Year Program and Expenditure Plan: FY 2023-24 through 2025-26
MHSA FY 2021-22 Annual Update (10-05-2021)
MHSA Three-Year Program and Expenditure Plan: FY 2020-21 through 2022-23
MHSA FY 2019-20 Annual Update (10-29-2019)
MHSA FY 2018-19 Annual Update (10-24-2018)
MHSA Three-Year Program and Expenditure Plan: FY 2017-18 through 2019-20
MHSA Five-Year Strategic Employment Plan 2014-2019
MHSA Community Services and Supports (CSS) Work Plan Summary for CY-6
MHSA Data Collection Requirements, Software Requirements
MHSA Full Service Partnership Outcomes Assessment Power Point Presentation
- 1. BHS Databooks
- 2. Countywide PEI Summary Reports
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3. Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental
Health Services
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2023-24
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2022-23
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2021-22
- Mental Health Plan Implementation Plan for Medi-Cal Specialty Mental Health Services - FY 2020-21
- 4. mHOMS Outcomes Reports-Adult
- 5. mHOMS Outcomes Reports-CY
- 6. MHSA Innovations Evaluation Reports
- 7. PEI Special Reports
- 8. QI Work Plans
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9. QI Work Plan Evaluations
- QI Work Plan Evaluation FY 2023-24
- QI Work Plan Evaluation - MH, FY 2022-23
- QI Work Plan Evaluation - SUD, FY 2022-23
- QI Work Plan Evaluation - MH, FY 2021-22
- QI Work Plan Evaluation - SUD, FY 2021-22
- QI Work Plan Evaluation - MH, FY 2020-21
- QI Work Plan Evaluation - SUD, FY 2020-21
- QI Work Plan Evaluation - MH, FY 2019-20
- QI Work Plan Evaluation - SUD, FY 2019-20
- 10. Special Populations Reports
- 11. TAY Triennial Reports
- 12. TPS State Client Survey Supplemental Reports
6.2 Children and Youth (CY) Reports:
- 1. CY Annual System of Care Reports
- 2. CY FSP Outcomes Summaries
- 3. CY Impact Reports
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4. CY Live Well San Diego Areas of Influence (Quarterly)
- CY Live Well San Diego Areas of Influence, Q1, FY 2024-25
- CY Live Well San Diego Areas of Influence, Q4, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q3, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q2, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q1, FY 2023-24
- CY Live Well San Diego Areas of Influence, Q4, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q3, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q2, FY 2022-23
- CY Live Well San Diego Areas of Influence, Q1 FY 2022-23
- CY Live Well San Diego Areas of Influence: FY 2020-21
- CY Live Well San Diego Areas of Influence: FY 2019-20
- 5. CY PEI Summary Reports
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6. CY Performance Dashboards (Quarterly)
- CY Performance Dashboard, Q1, FY 2024-25
- CY Performance Dashboard, Q4, FY 2023-24
- CY Performance Dashboard, Q3, FY 2023-24
- CY Performance Dashboard, Q2, FY 2023-24
- CY Performance Dashboard, Q1, FY 2023-24
- CY Performance Dashboard, Q4, FY 2022-23
- CY Performance Dashboard, Q3, FY 2022-23
- CY Performance Dashboard, Q2, FY 2022-23
- CY Performance Dashboard, Q1, FY 2022-23
- CY Performance Dashboard, Q4, FY 2020-21
- CY Performance Dashboard, Q3, FY 2020-21
- CY Performance Dashboard, Q2, FY 2020-21
- CY Performance Dashboard, Q1, FY 2020-21
- CY Performance Dashboard, Q4, FY 2019-20
- CY Performance Dashboard, Q3, FY 2019-20
- CY Performance Dashboard, Q2, FY 2019-20
- CY Performance Dashboard, Q1, FY 2019-20
- 7. CY Special Populations Reports
- 8. CY TPS State Survey Results
- 9. CY TPS Client Handouts
- 10. CY YSS State Survey Reports
- 11. CY YSS Client Handouts
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12. CY YSS State Supplemental Reports
- Youth Services Survey (YSS) State Survey Supplemental Report on Health Equity - May 2024
- CY YSS State Survey Supplemental Report Perspectives on Health Equity - Spring 2023
- CY YSS State Survey Supplemental Report COVID-19 Impact - May 2022
- CY YSS State Survey Supplemental Report COVID-19 Impact - Caregiver – Dec 2021
- CY YSS State Survey Supplemental Report LGBTQ Youth - Dec 2021
- CY YSS State Survey Supplemental Report: COVID-19 Impact - June 2020
6.3 Adult Reports:
- 1. Adult Annual System of Care Reports
- 2. Adult Impact Reports
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3. Adult Live Well San Diego Areas of Influence (Quarterly)
- Adult Live Well San Diego Areas of Influence, Q1, FY 2024-25
- Adult Live Well San Diego Areas of Influence, Q4, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q3, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q2, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q1, FY 2023-24
- Adult Live Well San Diego Areas of Influence, Q4, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q3, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q2, FY 2022-23
- Adult Live Well San Diego Areas of Influence, Q1, FY 2022-23
- 4. Adult MHSIP State Survey Results
- 5. Adult MHSIP Client Handouts
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6. Adult MHSIP State Survey Supplemental Reports
- Adult MHSIP State Survey Supplemental Report - Spring 2024
- Adult MHSIP State Survey Supplemental Report - Spring 2023
- Adult MHSIP State Survey Supplemental Report COVID-19 Impact - Spring 2022
- Adult MHSIP State Survey Supplemental Report COVID-19 Impact – Dec 2021
- Adult MHSIP State Survey Supplemental Report: COVID-19 Impact - June 2020
- 7. Adult PEI Summary Reports
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8. Adult Performance Dashboards (Quarterly)
- Adult Performance Dashboard, Q1, FY 2024-25
- Adult Performance Dashboard, Q4, FY 2023-24
- Adult Performance Dashboard, Q3, FY 2023-24
- Adult Performance Dashboard, Q2, FY 2023-24
- Adult Performance Dashboard, Q1, FY 2023-24
- Adult Performance Dashboard, Q4, FY 2022-23
- Adult Performance Dashboard, Q3, FY 2022-23
- Adult Performance Dashboard, Q2, FY 2022-23
- Adult Performance Dashboard, Q1, FY 2022-23
- Adult Performance Dashboard, Q4, FY 2020-21
- Adult Performance Dashboard, Q3, FY 2020-21
- Adult Performance Dashboard, Q2, FY 2020-21
- Adult Performance Dashboard, Q1, FY 2020-21
- Adult Performance Dashboard, Q4, FY 2019-20
- Adult Performance Dashboard, Q3, FY 2019-20
- Adult Performance Dashboard, Q2, FY 2019-20
- Adult Performance Dashboard, Q1, FY 2019-20
- 9. Adult Special Populations Reports
- 10. Adult TPS State Survey Results
- 11. Adult TPS Client Handouts
- 12. FSP ACT Summary Reports
- 13. SUD Performance Dashboards (Quarterly)
6.4 External Quality Review (EQR):
6.5 Department of Health Care Services (DHCS) Performance Outcomes System (POS) Reports:
- POS ADA Report on Adults in San Diego County
- POS ADA Report on Children and Youth in San Diego County
- POS Report on Adults in San Diego County
- POS Report on Children and Youth in San Diego County
6.6 Community Experience Partnership:
For administrative information or to provide feedback
about this page, send us an email or phone BHS Administration at 619-563-2700.