Resource collection

Appendix A and B instructions and templates

Required documents for developing Appendix A and B

Contracting with the Department of Public Health

Documents

Appendix A - Program Narrative

Contract Checklist for Providers

Go through this list to make sure all contract development requirements have been completed before submitting the Appendix A and B.   

Published
A Guide to Reading Your Funding Notification

Comprehending the details of your funding notification is crucial for accurately filling out the Appendix A and B template.

Published
Appendix A - Narrative Template (All Sections)
Published
Appendix A - Narrative Template (CHEP Health Access Point (HAP) Programs Oly)

Use this Appendix A template for CHEP programs only.

Appendix A - Narrative Instructions (All Sections)

Follow the Appendix A instructions based on the system of care (SOC) solicitation.  

Published

Appendix B - Budget

Appendix B - Non-BHS Budget Template and Instructions

For:

  • Primary Care
  • HIV Health Services
  • Community Health Equity and Promotions
  • Maternal, Child and Adolescent Health
  • Admin
Published
CHEP HAP Appendix B - Budget Template

This Appendix B - Budget Template should be used for Community Health Equity and Promotions (CHEP) Health Access Programs (HAP) Only.

Published
Behavioral Health Services - Appendix B - Budget Template

For:

  • Adult/Older Adult
  • Children, Youth and Families
  • Substance Use Services
  • Transitional Aged Youth
  • Residential
  • BHSA
Published
FY 26-27 Appendix B Updates for BHS Contracted Providers
Published
Mode 45/55/60 Tracker

Immediately starting in FY26/27, providers with Mode 45, 55, and 60 must email the Mode Tracker monthly with invoices.

Published
BHS Appendix B Instructions (FY25-26 Update)
Published
BHS - FY 25-26 Outpatient Blended Rate Template

This template is a tool to help providers determine their FY25-26 Blended Rate and Units of Service(s) for Outpatient SMH/SUD Programs. 

Published
Level of Intensity for Outpatient Programs (New)
Published

Resources

Other CDTA Resources

Policies, Procedures, Forms & Guidelines
Please read and thoroughly review the policies and procedures below prior to completing and submitting the forms to your assigned CDTA Program Manager.
Performance Objectives
How to meet the requirements of your contract with the Department of Public Health
Training materials for contracting with the Department of Public Health
PowerPoint and video presentations on the contracting process
Contact your CDTA Program Manager
Get in touch with the CDTA team
CDTA homepage
Not finding what you need? Return to our CDTA homepage

Other Related Websites

Systems of Care
Links to DPH divisions (Systems of Care) including SF Health Network (SFHN), Maternal Child and Adolescent Health (MCAH), Community Health Equity and Promotion (CHEP), Behavioral Health Services Act (BHSA), Adults and Older Adults (AOA), Children, Youth and Families (CYF), Substance Use Services (SUS), and Transitional Aged Youth (TAY)
Contract Funding Opportunities - RFP and RFQ
Access all current Requests for Proposal (RFP) and Requests for Qualifications (RFQ)

Partner agencies

Contracting with the Department of Public Health
Department of Public Health