HomeMy WebLinkAboutPersonal Assistance Services of San Diego; 1988-05-01;. -. ..
-.
AGREEWEIT
THIS 3CUMENT for Employee Assistance Program services is maLe by THE
PRESIDENTS & MANAGERS COUNCIL (P & MC) OF SAN DIEGO WATER AGENCIES EMLOYEE
ASSISTANCE CONSORTIUM, public employers, herein called "Employer ," and
DUANE E. ROGERS, PERSONAL ASSISTANCE SERVICES OF SAN DIEGO, herein called
Contractor .'I I1
RECITALS
A. Employer desires Employee Assistance Program services in order to
assist employees in resolving personal problems which hamper job
performance. This programdoesnot constitutea healthcare service plan,
counseling plan, tr.eatment program, or a mental health service plan. This
program will be-. provided within the Knox-Keene Exemption for EAP's
guidelines.
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, is willing to continueand operate this program fortheEmployer,
and is a registered Knox-Keene Exemption EAP provider in the State of
California.
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 ' s employees and their families.
A. Management Consultation and creation of promotional literature
drafts relative to the development and integration of organizational
policies and procedures nycessary for effective Employee Assistance
Program implementation and utilization.
B. Orientation of employees through written materials (announcement
of services & service flyer), briefing sessions, audio-visual
presentations, and/or information pertaining to the purpose, scope, nature
and use of the Employee Assistance Program.
C. Training of supervisory/management staff to develop the knowledge
and skills necessary to effectively utilize the program in the
administration of their personnel management responsibilities. This
supervisory training will be held in a central location for the
participating water agency employers. Briefings (1 1/2 to 2 1/2 hours)
will be held at the earliest convenience for staff of any Employer coming
onto the contract after its initiation.
4 Page
.. D. Direct identification and referral serices for general personal
problems utilizing EAP qualified Contractor's staff. To identify,
discuss a plan of action with appropriate resources, and with the client's
choice direct placement for resolution of such problems as may exist from
time to time among employees and/or their families. Such identification
and referral shall provide for one to three (1-3) visits per employee per
problem per year, and not m'ore than three visits in any six month period.
Contractor will, however, employ and provide further referral visits in
acute emergency situations, consultation after referral for motivation or
re-referral or consultation due to a management, state licensing agency or
union request for information or assessment regarding work performance
issues (work performance referral).
E. Identification and referral services to a choice of screened,
professional community resources from the assistance resource system.
F. Continuing liaison and contact, when appropriate, between
employee, EAP staff, community resource,andtheEmployertodetermine 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 distrbution
to participating water agency employers.
TERM OF AGREEMENT
Contractor shall provide the above specified services for a
period of one year beginning on May 1, 1988 and ending on April 30,
1989 with possible subsequent extension as mutually agreed upon.
CONFIDENT1 ALI TY
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:
2
A. When disclosure is authorized with the written and signed consent of the employee or family dependent. Such consent must state:
. .. Page 3
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 (per employee per year)
It is agreed that Employer shall pay the sum of $ 21 .e for the
above described 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 P & M C 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 C. Water agencies who join the
consortium during a quarter shall pay the agreed upon fee for that quarter
(see attached rate table).
Employer shall pay Contractor a fee monthly as billed in arrears. The
month 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.
INSURANCE
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
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.
_- Page 4
Dated this 2bf day ofv 1988,
CONTRACTOR: DUANE E. ROGERS, CEAP, CAC, PRESIDENT
STANCE SERVICES OF SAN DIEGO
BY
EMPLOYER: THE PRESIDENTS & MANAGERS COUNCIL OF SAN DIEGO WATER AGENCIES EMPLOYEE ASSISTANCE CONSORTIUM is made up of
the below listed groups:
BY Water District
BY representing Helix Water District
BY representing Leucadia County Water District
BY reprksenting Otay Water District
BY representing Ramona Municipal Water District
BY representing Rincon del Diablo Municipal Water District
BY representing Santa Fe Irrigation District
representing Sweetwater Authority
BY representing Valley Center Municipal Water District
BY representing Vista Irrigation District
BY representing
Page 5
On this first day of the second quarter, dated 1988,
the following groups are added to the preceding contract.
CONTRACTOR: DUANE E. ROGERS, CEAP, CAC, 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 representing
BY representing
BY representing
representing
BY
BY representing
represtenting
- Page 6 c
’ ..
On this first day of the third quarter, dated 1988,
the following groups are added to the preceding contract.
CONTRACTOR: DUANE E. ROGERS, CEAP, CAC, 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:
representing
BY representing
BY representing
BY representing
BY representing
BY representing
BY representing
- Page 7
. -.
1.
On this first day of the fourth quarter, dated 1989,
the following groups are added to the preceding contract.
CONTRACTOR: DUANE E. ROGERS, CEAP, CAC, 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:
representing
BY representing
representing
BY representing
BY representing
representing
BY representing
Page 8
.. I. SAN DAyeWATER AGENCIES CONSORTL~IVI - EAP
(San Diego County)
(THIRD YEAR)
(May 1, 1988 to April 30, 1989)
A CONSORTIUM (POOL) 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/family per problem/per year * On-call supervisory consultation on referrals * Supervisory training on the EAP * Employee group orientations at the job site * EAP card/poster placement with orientation visits * Program materials drafting (Announcement, Brochure/art,
* Quarterly reporting on EAP utilization
Supervisory Guide)
A CONSORTIUM APPROACH WOULD REDUCE COSTS OF THE EAP BY COMBINING:
* Supervisory training at central location (N. County & S.D.) * Uniform materials (Announcement, Brochure, Poster, &
Supervisory Guide)
(1) PAS drafts Materials, prepares art on Brochure,
(2) Announcement is reproduced by each employer, Guide is
(3) EAP cards & Posters are supplied by PAS
quarterly reports)
bills P. & M. C. for printing of Brochure
supplied by P. & M. C.
* Uniform reporting through P. & M. C. (Council distributes
* Billing through P. & M. C.
ANNUAL CONTRACT ADD-ONS BY QUARTER (5-1-88, 8-1-88, 11-1-88 & 2-1-89)"
STEP SIZE COST/E** TOTAL
#1
#2
#3
#4
#5
#6
#7
#8
#9 # 10
50-199 $32 14
200-249 $29 e99
250-299 $28.93
300-349 $27 a85
350-399 $26 78
400-449 $25 71
450-499 $24 64
500-549 $23 57
550-599 $22 50
600-above $21.43
$ 1607.00- 6395.86
$ 5998.00- 7467.51
$ 7232.50- 8650.07
$ 8355.00- 9719.65
$ 9373.00-10685.22
$10284.00-11543.79
$11088.00-12295.36
$11785.00-12939.93
$12375.00-13477.50
$12858.00- -
* 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.