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HomeMy WebLinkAboutPersonal Assistance Services of San Diego; 1986-05-01;AGREEMENT' THIS DOCUMENT for Employee Assistance Program services is made by THE PRESIDENTS & MANAGERS COUNCIL (P & M C) OF SAN DIEGO WATER AGENCIES EMPLOYEE ASSISTANCE CONSORTIUM, public employers, herein called "Employer ," and DUANE ROGERS, PERSONAL ASSISTANCE SERVICES OF SAN DIEGO, herein called "Contractor ." RECITALS A. Employer desires to establish a Employee Assistance Program in order to evaluate the effectiveness of such a program in helping Employer employees resolve personal problems which could be hampering their job performance. This program does not constitute a health care service plan or a mental health service plan. B. For purposes of this contract, 'CONSORTIUM' shall be defined as not less than three individual participating water agency employers or not less than 50 total covered employees of these same employers. C. Contractor has experience in administering Employee Assistance Programs and is willing to establish and administer such a program for Employer. NOW, THEREFORE, in consideration of the recitals and the mutual obligations of the parties as herein expressed, Employer and Contractor agree as follows: SCOPE OF SERVICES TO BE DELIVERED During the term of this agreement, Contractor will provide the following specific services at Contractor's designated office locations or mutually agreed upon facilities or locations. The provision of these services will be limited to Employer employees and their families. A. Management Consultation and creation of promotional literature drafts relative to the development and integration of organizational policies and procedures necessary for effective Employee Assistance Program implementation and utilization. B. Orientation of employees through written materials (announcement of services & service flyer), briefing sessions or audio-visual presentations, information pertaining to the purpose, scope, nature and use of the Employee Assistance Program. C. Training of supervisory and management staff to develop the knowledge and skills necessary to effectively utilize the program in the administration of their personnel management responsibilities. This su~nrvisory trclini:i; will be held in a central location in 2 1/2 hour groups held in the first quarter of the contract for participating water agency employers. Briefings will be held in the third quarter for staff of any water utility employer coming onto the contract after its initiation. -1- D. Direct one-to-one diagnostic/assessment evaluation utilizing the professionally qualified Contractor's staff to identify and evaluate personal problems and concerns. To assess and address options and alternatives for the resolution of such problems as may exist from time to time among Employer's employees and/or their families. Such direct assessment shall provide for one to three (1-3) sessions per employee per problem. Contractor will, however, employ and provide any number of assessment sessions to identify and clarify the behavioral/medical or personal problems of employees of the Employer who have been identified and referred by staff of the employer as evidencing performance problems in their work or occupation. E. Pre-treatment Referral Evaluation services to screened, professidnal community resources for treatment and/or assistance as may be appropriate. F. Continuing liaison and contact, when appropriate, between employee, referral agent or agency, and the Employer to determine case status. G. Provision of on-going consultation to supervisors and management in matters pertaining to specific personnel actions. H. Provision of quarterly and annual statistical reporting of program activity by factors established by the Contractor. ,These reports will be forwarded to the P & M C for copying and distnbution to participating water agency employers. \ TERM OF AGREEMENT Contractor shall provide the above specified services for a period of one year beginning on April 1, 1986 and ending on March 31, 1987 with possible subsequent extension as mutually agreed upon. CONFIDENTIALITY Contractor agrees to operate a system of records on individuals in accordance with the PRIVACY ACT OF 1974, PUBLIC LAW 93-579. Upon conclusion of this contract, these records will become the property of the Employer in accordance with the PRIVACY ACT OF 1974, PUBLIC LAW 93-579. Records, including any information whether recorded or not, pertaining to the identity, diagnosis or treatment of any employee or employee's family dependent which are maintained in connection with the performance of this contract shall be confidential and disclosed only under the following circumstances: A. When disclosure is authorized with the written and signed consent of the employee or family dependent. Such consent must state: -2- 1. The name of the person or organization to whom disclosure is to be made; 2. The specific type of information to be disclosed; and 3. The purpose and need for such disclosure. COMPENSATION It is agreed that Employer shall pay the sum of $ 26 .m for the above de-scribed services. This fee is based on negotiation between the Employer and the Contractor on or about quarterly dates listed on amendment pages attached here. Individual water agency employers can join the consortium quarterly. The contract fee therefore will be appropriately adjusted by contractor each quarter on the first day of the quarter with data supplied to the contactor by the P & M Council. Water agencies who join the consortium during a quarter shall pay the agreed upon fee for that quarter. Employer shall pay Contractor a fee monthly as billed in arrears with the.first installment of the contract year due the first week of the first month of full service. The monthly fee shall be 1/12th of the contract amount above, billed at the end of each month in arrears thereafter throughout the term of this agreement upon receipt of Contractor's invoice letter. IN SUR ANCE Contractor agrees to maintain professional liability insurance to cover program activities in the sum of $1,000,000 aggregrate and $500,000 each claim. HOLD HARMLESS Contractor shall indemnify and hold harmless the Employer, its Board of Directors, officers and employees from liability by reason of any program activities undertaken by the above mentioned Employer affiliated persons. GENERAL PROVISIONS and the supplement hereto This agreement /contains the entire understanding of the parties hereto relating to the subject matter herein contained. Each party acknowledges that no representation, inducements, promises or agreements, oral or written; with reference to the subject matter herein have been made other than as expressly set forth herein and in the proposal. This contract may be amended or terminated after thirty (30) days' notice to either party by the Contractor or Employer. -3- Dated this first day of 1986, CONTRACTOR: DUANE E. ROGERS, M.P.H., C.A.C., PRESIDENT MRSONAL ASSISTANCE SERVICES OF SAN DIEGO Pre sidi?nt EMPLOYER: THE PRESIDENTS & MANAGERS COUNCIL OF SAN DIEGO WATER AGENCIES EMPLOYEE ASSISTANCE CONSORTIUM is made up of the below listed groups: William C. Meadows, General Manager COSTA RFAL MUNICIPAI WATER DISTRICT B presenting -~ ~ representing representing representing representing -4- On this first day of the second quarter, dated 1986, the following groups are added to the preceding contract. CONTRACTOR: DUANE E. ROGERS, M.P .H., C.A.C., PRESIDENT PERSONAL ASSISTANCE SERVICES OF SAN DIEGO BY President EMPLOYER: THE PRESIDENTS & MANAGERS COUNCIL OF SAN DIEGO WATER AGENCIES EMPLOYEE ASSISTANCE CONSORTIUM is made up of the below listed groups: BY BY BY representing representing representing BY representing BY representing BY representing BY represtenting SUPPLEMENT TO AGREEMENT This Supp Lment is intended to cla-,fy and modify the basic Agreement between Duane Rogers, Personal Assistance Services of San Diego ( "Contractor" ) and the Costa Real Municipal Water District ( "Costa Real'' 1, a member of the Presidents and Managers Council of San Diego for Water Agencies Employee Assistance Consortium, concerning the rights and responsibilities of the Contractor and Costa Real. This Supplement is incorporated by reference into the Agreement. I I A. Compliance with Knox-Keane Law Contractor shall not provide any service, or make any charge, to Costa Real, its employees or their families, which does not comply with the proposed rule promulgated by the California Department of Corporations which may exempt employee assistance programs from the regulatory provisions of the Knox-Keane Law. Contractor shall further take all necessary steps to comply with, or receive an exemption from the provisions of the Knox-Keane Law. Contractor shall immediately notify Costa Real of any enforcement action initiated by the Department of Corporations against Contractor, and shall, upon request, provide evidence of compliance with or exemption from the Knox-Keane Law. B. Liability Under Agreement Notwithstanding the terms of the basic Agreement, Costa Real does not assume, and shall not have any responsibility or liability to Contractor for the acts or omissions of any member of the P&MC which is a signatory to the basic Agreement. Accordingly, Costa Real may extend or terminate its relationship with Contractor independently of the actions of any other signatory employer, subject to Contractor's right to terminate the basic Agreement. C. Employees Defined For the purposes of this Agreement, the employees of Costa Real shall include all classified and. unclassified employees, directors, and their families. Date: April 1, 1986 Contr*tor: c- Duane E. Roqersy President Personal Assistance . Services of San Diego Costa Real Municipal Water William C. Meadows, General Manager SAN DIEGO WATER AGENCIES CONSORTIUM - EAP (San Diego County) A CONSORTIUM EMPLOYEE ASSISTANCE PROGRAM (EAP) PROVIDED BY PERSONAL ASSISTANCE SERVICES OF SAN DIEGO (PAS) WOULD INCLUDE: * -* * 24 hour coverage & on-call services 1-3 interviews per employee per problem/per year On-call supervisory consultation on performance referrals Supervisory training on the EAP as a management tool Employee group orientations at the job site wjlargest groups EAP poster placement with orientation visits Program materials drafting (Announcement, Brochure/art, Quarterly reporting on EAP utilization first Supervisory Guide) A CONSORTIUM APPROACH WOULD REDUCE COSTS OF THE EAP BY COMBINING: * Supervisory training at central location * Uniform materials (Announcement, Brochure, Poster, & Supervisory Guide) (1) PAS drafts Materials, prepares art on Brochure, bills P. & M. C. for printing of Brochure (2) Announcement & Guide are reproduced by each employer (3) Posters are supplied by PAS quarterly reports) P. & M. C. * Uniform reporting through P. & M. C. (Council distributes * Billing initially by employer w: future billing through ANNUAL CONTRACT ADD-ONS BY QUARTER (4-1-86, 7-1-86, 10-1-86 & 1-1-87)* STEP #1 #2 #5 #6 #7 #8 #9 #lo SIZE 50-199 200-249 250-299 300-349 350-399 400-449 450-499 500-549 550-599 600-650 C 0 S T / E *-x- TOTAL $30-5970 $5600-6972 $6750-8073 $7800-9074 $8750-9975 $9600-10776 $10350-11477 $11000-12078 $11550-12579 $12000-13000 x- Quarterly add-on would reduce costs by quarter for the whole group. Add-ons would be added to master contract as amendments to the original. Districts could join consortium during a quarter, pay that quarters rate, then realize reduced rate at next quarter date. Per employee per year. J'. 25 3/26/86 -.. EMPLOYEE ASSISTANCE PROGRAM CONSORTIUM Mr. Milt Emerson General Manager OTAY WATER DISTRICT 10595 Jamacha Boulevard Spring Valley, CA 92078 462-2222 Joan Geiselhart General Manager LEUCADIA COUNTY WATER DISTRICT P.O. Box 2397 1960 La Costa Avenue Carlsbad, CA 92024 753-0155 Mr. Gary T. Arant General Manager RINCON DEL DIABLO MWD P.O. Box 271389 Escondido, CA 92027 745-5522 Mr. James S. Tolley General Nanaqer Santa Fe Irrigation District P.O. 3ox 409 Rancho Santa Fe, CA 92067 756-2424 Mr. John F. Hennigar General Manager VALLEY CENTER MWD P.O. Box 67 Valley Center, CA 92082 749-1600 Mr. Thomas M. Wilson General Manager VISTA IRRIGATION DISTRICT 202 W. Connecticut Vista, CA 92083 724-8811 Mr. William C. Meadows General Manager COSTA REAL MWD 5950 El Camino Real Carlsbad, CA 92008 438-2722 (93 employees) (46 employees ) (17 employees) (30 employees) ( 47 employees) (65 employees) (31 employees) TOTAL: (329 employees)