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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.