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HomeMy WebLinkAboutAgreement A-21-534 with CHC.pdf- 1 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 SECOND AMENDMENT TO AGREEMENT THIS SECOND AMENDMENT TO AGREEMENT (hereinafter “Amendment”) is made and entered into this ____day of ________, 2021, by and between COUNTY OF FRESNO, a Political Subdivision of the State of California, Fresno, California (hereinafter “COUNTY”), and CALIFORNIA HEALTH COLLABORATIVE, a California Non-Profit Organization, whose address is 1680 West Shaw Avenue, Fresno, California, 93711 (hereinafter “CONTRACTOR”). WITNESSETH: WHEREAS, COUNTY and CONTRACTOR entered into Agreement Number A-19-448, dated September 10, 2019, pursuant to which CONTRACTOR agreed to implement a policy, system and/or environmental change Community Action Model (CAM) project; and conduct community-led primary and secondary research; and conduct community organizing; and provide community health education and outreach within Fresno County; and WHEREAS, COUNTY and CONTRACTOR entered into a First Amendment No. A-19-448-1, dated April 13, 2021, to revise the scope of work objective, modify the budget, extend the term and increase the maximum compensation (Agreement No. A-19-448 and First Amendment No. A-19-448-1, collectively, shall be referred to herein as “the Agreement”); and WHEREAS, COUNTY and CONTRACTOR again desire to amend the Agreement to extend the term by six-months, increase the maximum, and revise the budget and scope and work to develop a CAM enforcement and implementation plan to address youth access to tobacco products. NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy of which is hereby acknowledged, COUNTY and CONTRACTOR agree as follows: 1.That all references in the Agreement to “Revised Exhibit A-1” shall be changed to read “REVISED Exhibit A-3”, attached hereto and incorporated herein by this reference 2.That all references in the Agreement to “Revised Exhibit B-1” shall be changed to read “REVISED Exhibit B-3”, attached hereto and incorporated herein by this reference. 3.That Section Three (3) of the Agreement, located on page Two (2), lines Eleven (11) through Thirteen (13), is deleted in its entirety and replaced with the following: “3. TERM: The term of this Agreement shall commence upon September 10, 2019 Agreement No. 21-534 14th Dec. - 2 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 and terminate on June 30, 2022.” 4.That Section Five (5) of the Agreement, located on page Three (3), beginning on line Nine (9) with the number “5” and ending on line Seventeen (17) with the word “CONTRACTOR”, is deleted in its entirety and replaced with the following: “5. COMPENSATION: A.COUNTY agrees to pay CONTRACTOR and CONTRACTOR agrees to receive maximum compensation as identified in Revised Exhibit B-3, attached hereto and incorporated herein by this reference. For the period effective September 10, 2019 through June 30, 2020, in no event shall actual services performed be in excess of Eighty-Nine Thousand Six Hundred Fifteen and no/100 ($89,615.00). For the period July 1, 2020 through June 30, 2021, in no event shall actual services performed be in excess of One Hundred Ten Thousand, Three Hundred Eighty-Five and no/100 ($110,385.00). For the period July 1, 2021 through and including December 31, 2021, in no event shall actual services performed be in excess of Fifty Thousand and no/100 ($50,000.00). For the period January 1, 2022 through and including June 30, 2022, in no event shall actual services performed be in excess of Thirty Thousand Five Hundred and no/100 ($30,500.00). In no event shall services performed under this Agreement be in excess of Two Hundred Eighty Thousand, Five Hundred and no/100 Dollars ($280,500.00). It is understood that all expenses incidental to CONTRACTOR'S performance of services under this Agreement shall be borne by CONTRACTOR.” COUNTY and CONTRACTOR agree that this Second Amendment is sufficient to amend the Agreement, and that upon execution of this Second Amendment, the Agreement, First Amendment and Second Amendment together shall be considered the Agreement. The parties agree that this Second Amendment may be executed by electronic signature as provided in this section. An “electronic signature” means any symbol or process intended by an individual signing this Amendment to represent their signature, including but not limited to (1) a digital - 3 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 signature; (2) a faxed version of an original handwritten signature; or (3) an electronically scanned and transmitted (for example by PDF document) of a handwritten signature. Each electronic signature affixed or attached to this Amendment (1) is deemed equivalent to a valid original handwritten signature of the person signing this Amendment for all purposes, including but not limited to evidentiary proof in any administrative or judicial proceeding, and (2) has the same force and effect as the valid original handwritten signature of that person. The provisions of this section satisfy the requirements of Civil Code section 1633.5, subdivision (b), in the Uniform Electronic Transaction Act (Civil Code, Division 3, Part 2, Title 2.5, beginning with section 1633.1). Each party using a digital signature represents that it has undertaken and satisfied the requirements of Government Code section 16.5, subdivision (a), paragraphs (1) through (5), and agrees that each other party may rely upon that representation. This Amendment is not conditioned upon the parties conducting the transactions under it by electronic means and either party may sign this Amendment with an original handwritten signature. The Agreement, as hereby amended, is ratified and continued. All provisions, terms, covenants, conditions, and promises contained in the Agreement and not amended herein shall remain in full force and effect. This Second Amendment shall be effective retroactive to July 1, 2021. /// /// /// /// /// /// /// /// /// /// /// /// 1 IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment as of the 2 date first above set forth. 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 CONTRACTOR: California Health Collaborative -;z~f Steven Ramirez, CEO 1680 W. Shaw Avenue, Fresno Ca 937 11 Mailing Address FOR ACCOUNTNG USE ONLY: 22 ORG No.: 56201552 Account No.: 7295 23 Fund/Subclass: 0001/10000 24 25 26 27 28 Steve Brandau, Chairman of the Board of Supervisors of the County of Fresno ATTEST: Bernice E. Seidel Clerk of the Board of Supervisors County of Fresno, State of California - 4 - REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 1 of 12 OB J E C T I V E : B Y JUN E 3 0 , 2 0 2 2, U NINC O R P O R A T ED F R E SN O C OUN TY W I LL A D O PT A P O LI C Y T O ESTABLISH A TOBACCO RETAIL LICENSING PROGRAM WITH EITHER A DENSITY/PROXITY PLUG-IN OR A RESTRICTION ON THE SALE OF FLAVORED TOBACCO PLUG-IN. CAM SCOPE OF WORK REQUIREMENTS TIMELINE DELIVERABLE Agency administrator sets up the budget to include funding for a Project Coordinator, Community Advocates stipends, funding for incentives and operational expenses and support with the following specifics: 05/19-07/19 Approved Budget Hire and designate a Project Coordinator with health education, community organizing, and systems change experience 09/19 At least 0.8 FTE Recruit, train, and engage Community Advocates, and provide orientation and on-going training 09/19-12/19 6-8 Community Advocates Meet monthly with Tobacco Prevention Program staff to review progress on work plan and budget 09/19-06/21 Meeting Notes Attend bi-monthly Tobacco-Free Coalition meetings 09/19-06/21 Meeting Minutes Attend monthly CAM trainings and complete post-training surveys 09/19-06/21 Training Agendas Submit monthly invoices to the Tobacco Prevention Program within 15 days of the end of the previous month 09/19-06/21 Monthly Invoices Participate in key informant interviews with the Tobacco Prevention Program Evaluator. The Evaluator will identify strengths, weaknesses and impact of the CAM Process. 09/21 Interview Conducted Community Action Model Steps: Step 1: Recruit & Train Emerging Community Leaders: Community Advocates are recruited and trained to develop skills, increase knowledge, and build capacity. They will use this knowledge and skills to choose a specific issue or focus. 09/1/19 - 11/30/19 1. Community Advocates Tracking and Training Tool 2. Training Curriculum and Sample Workshop 3. Community Advocates Pre- Survey Step 2: Define, design and conduct community diagnosis: A “Community Diagnosis” is the process of finding the root causes of a community concern or issue and discovering the resources to overcome it. The diagnosis includes deciding what issue a community group will work on, design, and implement a community-driven research plan to gather secondary and primary data (e.g. surveys, focus groups, observations, and key informant interviews) regarding the issue. 12/1/20 - 3/31/20 1. Community Diagnosis Assessment Plan 2. Primary Research Report 3. Progress Report REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 2 of 12 Step 3: Analyze results of community diagnosis: The team of Community Advocates, with technical assistance and training from the TPP and/or consultants, will analyze the findings of their diagnosis, develop key messages and a menu of potential Policy-System-Environmental change strategies, complete the Midwest Academy Strategy Chart (MWAC) and present the findings back to community members. 4/1/20 - 7/31/20 1. Secondary Research Findings Report 2. Community Showcase 3. Developed Key Messages 4. Year 1 Final Report 5. Community Advocates Post- Survey Step 4: Choose an Action and Develop & Implement Action Plan: The funded agency will develop and implement a plan to achieve their “Action/Objective” which will include community outreach and engagement, media campaign, and educating decision-makers and stakeholders. 9/1/20 – 10/31/21 1. 6-Month Training Plan and Sample Workshop 2. Community Advocates Pre- Survey 3. Action Ideas and Rationale 4. Midwest Academy Strategy Chart 5. Action Plan 6. Mid-Year Report 7. Stakeholder and Decision-Maker Engagement Plan 8. Educational Packet 9. Stakeholder Education & Outreach 10. Meetings with Decision-Makers 11. Media Plan 12. 1-2 Developed Media Tools REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 3 of 12 Step 5: Maintain and/or enforce Action Plan: After successfully completing the Action, the project plans to ensure that their efforts will be maintained over the long term and enforced by the appropriate agencies. 10/31/21 – 02/01/21 1. Monitoring and Enforcement Plan 2. Final Report 3. Celebration Materials 4. Community Advocates Post- Survey 5. Present to the board of supervisors Post CAM: After successfully completing the Action, the project will assist with the implementation of the action. Or if the action was not complete, the project will explore other viable solutions that address the community issue. The project will also assist Fresno TPP in setting the foundation for tobacco retail licensing in Fresno City. 01/01/22- 06/30/22 1. Preliminary data collection 2. Conduct Follow- Up Meetings 3. Collect Letters of Support or Resolutions 4. Develop Retailer Training Materials 5. Consumer Testing 6. Develop and send thank you letters 7. Develop Retail Orientation Training 8. Develop Training Materials 9. Create Factsheet for Fresno City 10. Collect Observation Data REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 4 of 12 General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 Step 1: Recruit & Train Emerging Community Leaders List General Activities here For each General Activity list specific activities here Recruit 6-8 Community Advocates Community Advocates will be recruited at presentations, various community events, schools/universities, local organizations, etc. 9/1/19 – 10/31/19 Community Advocate Tracking and Training Tool Provide Orientation to Community Advocates An initial orientation will be provided by agency staff to Community Advocates to inform them of their role in completing the CAM Project. 11/1/19 – 11/30/19 Community Advocate Tracking and Training Tool Provide Training to Community Advocates Community Advocates will attend an orientation training, trainings for Steps 1-5 of CAM, and other required trainings provided by the Tobacco Prevention Program. 11/1/19 – 5/31/21 Training Sign-In Sheet Completed Training Evaluations On-going trainings and Meetings Meet weekly and provide on-going trainings as needed to Community Advocates. 10/1/2019 – 5/31/21 Training Curriculum and Sample Workshop Community Advocates Tracking and Training Tool Community Advocates Pre- Survey Ensure Community Advocates complete the pre- survey created by the TPP that assesses their baseline knowledge and skills. 11/1/19 – 11/30/19 Date Survey was Completed Aggregated Data REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 5 of 12 General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 Step 2: Define, design and conduct community diagnosis List General Activities here For each General Activity list specific activities here Develop Assessment Plan Develop a Community Diagnosis Assessment Plan to help identify the root causes of a community concern or issue and discover the resources to overcome it. The diagnosis includes deciding what issue a community group will work on, and design and implement a community-driven research plan to gather secondary data (data which is collected by someone who is someone other than the user) and primary data (e.g. surveys, focus groups, observations, and key informant interviews) regarding the issue. 12/1/19 – 12/31/19 Community Diagnosis Assessment Plan Develop and Conduct a Public Opinion Survey Work with Community Advocates to develop and conduct a public opinion survey of at least 185 residents of unincorporated Fresno County on how they feel about the location and number of tobacco retailers in their community, level of support for the proposed policy, and key demographic characteristics of the respondents. Pre-test the survey with at least 5-10 people and make changes based on input. 1/1/20 – 3/31/20 Primary Research Results Develop and Conduct Key Informant Interviews or an Observation Survey/Walking Tour Work with Community Advocates to develop and conduct 5-8 key informant interviews about density/proximity issues with school staff and/or administration, the County Office of Education, parents groups and other groups/agencies with close ties to the schools. Questions will assess whether the respondents are concerned about tobacco retailers 1/1/20 – 3/31/20 Primary Research Results REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 6 of 12 near schools and whether they are interested in addressing the issue. Or develop and conduct an observational survey/walking tour survey of 10-15 tobacco retail stores to better understand and document how tobacco retailer proximity near schools impacts youth and the community. Conduct Secondary Research Gather and review what policies and/or research already exists related to the Healthy Stores for a Healthy Community Campaign, the Communities of Excellence needs assessment, and other information about the proximity of tobacco retailers near schools and how it impacts youth and the community. 1/1/20 – 3/31/20 Secondary Research Findings Report Complete Progress Report Complete a simple progress report that describes accomplishments, challenges, and technical assistance/support needs. 3/1/20 – 3/31/20 Progress Report General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 Step 3: Analyze Diagnosis findings & Present Findings to Community List General Activities here For each General Activity list specific activities here Analyze Findings With technical assistance and training from the Tobacco Prevention Program, the Community Advocates will analyze the key findings from their primary research of their community diagnosis and draft a report. 04/1/20 – 5/31/20 Primary Research Diagnosis Report that includes research tools, data, and other relevant materials. Conduct Community Presentation Conduct a community presentation that presents the results of primary and secondary research and elicit feedback from community members whether the findings resonate with them. 6/1/20 – 6/30/20 Recorded Responses to Be Incorporated in Year 1 Final Report REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 7 of 12 Participate in Showcase Collaborate with the Tobacco Prevention Program and the Multi-Unit Housing funded CAM Project to put on a Community Showcase. Each project will present their findings and highlight a few potential suggested actions. 6/1/20 – 6/30/20 Copies of Showcase Materials Complete Year 1 Final Report Develop a reflective summary of achievements in completing steps 1-3 as well as the status of building capacity of Community Advocates 7/1/20 – 7/31/20 Year 1 Final Report Complete Community Advocates Post Survey Ensure Community Advocates complete an exit survey created by the TPP that assesses their change in skills and knowledge relevant to Steps 1-3. 7/1/20 – 7/31/20 Date Survey was Completed Aggregated Data General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 Step 4: Choose an Action and Develop & Implement Action Plan List General Activities here For each General Activity list specific activities here Develop 6-Month Training Plan Develop a six-month training plan and one-detailed sample workshop for Community Advocates. 9/1/20 – 9/31/20 Training Plan and Sample Workshop Complete Community Advocates Pre- Survey Ensure newly recruited Community Advocates complete the pre-survey created by the TPP that assesses their baseline knowledge and skills. 9/1/20 – 9/31/20 Date Survey was Completed Aggregated Data Review Action Ideas and Rationale Work with Community Advocates to develop 2-3 viable Actions based on agency’s research, key findings, and feedback from community with TPP mentor staff to examine viability. 9/1/20 – 10/31/20 Action Ideas and Rationale Develop Key Messages Work with the Community Advocates to develop at least three key messages, speaking points and arguments/counterarguments related to the proximity of tobacco retailers that can be used during presentations as well as, educational meetings with stakeholders and elected officials. 01/1/21-01/31/21 Developed Key Messages REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 8 of 12 Complete Midwest Academy Strategy Chart Work with Community advocates to complete one Midwest Academy Strategy Chart (approximately 2- hours in length) to identify goals, constituents, allies, opponents, targets and tactics for the proposed policy change. 01/1/21-01/31/21 Completed Chart Develop Community Action Plan Based on the results of the community assessment, work with Community Advocates to develop a community action plan that focuses on how to educate the community and elected officials and to influence action regarding the proposed policy change. Action plan elements may include endorsement materials, model policy, awareness raising campaign, media advocacy, and presentations to community groups and elected officials. 01/1/21-01/31/21 Action Plan Develop PowerPoint Presentation Work with Community Advocates to develop one 30- minute PowerPoint Presentation for multiple target audiences to educate community members and local elected officials that includes the developed key messages, community assessment findings, and the proposed policy solution. 01/1/21-01/31/21 PowerPoint Presentation(s) Develop Materials and Educational Packet Work with Community Advocates to design and develop an educational packet to educate stakeholder groups, city staff, and elected officials. This may include the development of culturally appropriate fact sheets, infographics, etc. The packet will incorporate community assessment findings, HSHC data results and the proposed policy solution. Field test developed materials via public intercept surveys or a focus group to ensure that the intended audiences understand the materials. 02/1/21-02/28/21 Sample Educational Packets REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 9 of 12 Develop Stakeholder and Decision-Maker Engagement Plan Work with Community Advocates to develop a stakeholder and decision-maker engagement plan to identify and list the key stakeholders and decision- makers that you will engage, how you will reach them, and delineate roles among your team. 02/1/21-02/28/21 Stakeholder and Decision-Maker Engagement Plan Meet with Decision Makers and Staff Work with Community Advocates to conduct a minimum of 5 individual educational presentations (at least 30 minutes in length) to Fresno County Board of Supervisors and/or county staff (e.g., the Sheriff, Public Works staff, County Administrative Officer) and conduct at least 1educational presentation (3-20 minutes in length) to the entire Fresno County Board of Supervisors to educate about the community assessment findings, HSHC data results, and the proposed policy solution. 03/1/21-10/31/21 Educational Packets Conduct Community Education and Outreach Work with advocates to conduct community outreach and education. This may include activities such as, educational presentations to community stakeholder groups, outreach at community events, town hall meetings, etc. to educate about the community assessment findings, HSHC data results and the proposed policy solution, and gather endorsements or resolutions if appropriate. 10/1/20 – 10/31/21 Copies of Endorsements or Resolutions Collected Develop and Submit Earned Media Work with Community Advocates to develop and participate in at least two unpaid media activities (news release, Opinion Editorial, Letter to the Editor, radio/television interviews, news conference, etc.) 04/01/21 – 12/31/21 Media Plan Developed Media Materials Complete Action Plan Progress Report Develop a progress report that reflects on progress of each Tactic in the Action Plan and successes and challenges over the last 6-months for both the capacity building of the Community Advocates and Step 4. 06/01/21-06/30/21 Mid-Year Progress Report REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 10 of 12 General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 Step 5: Maintain and/or Enforce Action Plan List General Activities here For each General Activity list specific activities here Develop Monitoring and Enforcement Plan Work with Community Advocates to develop a monitoring and enforcement plan for both goals of CAM: (1) to train and build capacity of Community Advocates and (2) to create policy-system- environmental change to improve the health of the community. If CAM policy Action is not achieved work with Community Advocates to identify who needs to be informed about their work, identify who might want to carry it on, and identify how they can package and closeout the project. 10/01/21 – 10/31/21 Monitoring and Enforcement Plan Participate in CAM Celebration Collaborate with the Tobacco Prevention Program and the Multi-Unit Housing funded CAM Project to put on a Community Showcase. Each project will present their findings and highlight a few potential suggested actions. 12/01/21-12/31/21 Pictures or Copies of Celebration Materials Complete Year 2 Final Report Develop a reflective summary of achievements in completing steps 4-5 including: project’s monitoring and enforcement plan for both goals of CAM. 11/1/21 – 11/30/21 Year 2 Final Report Complete Community Advocates Post-Survey Ensure Community Advocates complete an exit survey created by the TPP that assesses their change in skills and knowledge relevant to Steps 4-5. 7/1/21 – 12/31/21 Date Survey was Completed REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 11 of 12 Present to the Board of Supervisors Work with the Community Advocates to present the issue of youth access to tobacco products to the board of supervisors and propose policy solutions that can help reduce access. If the ordinance passes its first reading or has edits attend any subsequent board meetings. 03/1/22-06/30/22 Agenda Talking Points General Activity- Column 1 Specific Activities- 2 Timeline-3 Deliverable-4 POST CAM: Implement the Action and/or continue setting the foundation. List General Activities here For each General Activity list specific activities here Conduct Follow-up Meetings Work with the Community Advocates to conduct 2-3 follow-up meetings with elected officials and/or community leaders such as Board of Supervisor members or the Sheriff. When possible, invite partners from the Fresno County Sheriff’s Department to join the meeting. 01/01/22-03/01/22 Talking Points Collect Letters of Support or Resolutions Work with advocates to conduct community outreach and education. This may include activities such as, educational presentations to community stakeholder groups, outreach at community events, town hall meetings, etc. to educate about the community assessment findings, HSHC data results and the proposed policy solution, and gather endorsements or resolutions. 11/01/21-03/30/22 Signed letter of support Signed resolution Copies of endorsements Event log Develop and Send Thank You Letters After presenting to the Board of Supervisors, work with the Community Advocates to draft thank you letters to the board members. 04/1/22-06/30/22 Copy of thank you letter REVISED EXHIBIT A -3 : CA L I FO R NI A H E A L T H CO LLA BORATI VE 2022 CA M S C O P E O F Page 12 of 12 Provide Training Materials for Community Advocates Provide training materials from Steps 1-5 of CAM for the community advocates. 01/1/22-01/15/22 Copies of Training Materials used from Steps 1-5 of CAM Create factsheet Develop a factsheet for Fresno County BOS that includes information about tobacco retail stings conducted by Fresno County Sheriff’s Department and health impacts of tobacco use. 01/01/22 - 02/10/22 Final Factsheet Consumer Test Factsheet Conduct consumer testing to assess the appropriateness and appeal of the design, takeaway message, and wording of the factsheet for BOS with 7- 10 community leaders or city staff. Participant responses will be summarized and analyzed for common themes to revise and improve the materials. 01/01/22-03/31/22 Consumer Test Report Raw Data from Consumer Tests Consumer Testing Instrument Retailer Education or Collect Observation Data If a tobacco retailer licensing (TRL) policy is adopted by the BOS conduct at least 2 online forums to educate retailers on the purpose of the TRL, overview of the licensing program, responsibilities of retailers, and tobacco retail laws. If a TRL does not pass, collect observation data at 20-30 tobacco retailers in Fresno City. Use a standardized data collection instrument and protocol from the California Tobacco Control Program. 04/01/2022 – 06/30/2022 Agenda List of retailers Training materials or Compiled raw data from store observations Revised Exhibit B-3 Page 1 of 8 Personnel Salaries, Payroll Taxes & Employee Benefits - Line Items 0001- 0042 $89,615 Indirect Cost Administrative expenses such as overhead accounting support and payroll services, utilities, building and equipment maintenance, janitorial services, insurances costs, and dues and subscriptions.$Total Direct Cost x 14% = $ $11,688 TOTAL PROGRAM EXPENSE: $244 Office Supplies: General office supplies used by staff and community advocates in the completion of Scope of Work activities. $200 per month x 11 months= $2200 Staff and Community Advocates Transportation: Local travel calculated at $0.58 per mile for approximately 600 miles per month for travel to unincorporated Fresno County communities to conduct presentations, trainings, meetings with local community leaders, and meetings with Community Advocates. 650-655 miles per month x $0.58 x 12 months= $4176 Staff Training and Registration: $1000 for 1-2 trainings for the Project Coordinator and at least 1 CAM Advocate to increase knowledge on tobacco related topics or community organizing. Community Advocates Stipend: Stipends for 10 Community Advocates who participate in the Project x $800 annually = $8000 Food: Food and Refreshments for trainings and meetings with Community Advocates. $50 per advocate x 10 advocates= $500 + $747 for Food and Refreshments for community presentations or other community gatherings= $1247 Educational Materials: Materials used by CAM Advocates and the Project Coordinator to educate the community about the impact of tobacco in their community and to promote the CAM Project. Materials can include brochures, educational displays, posters, interactive displays, table cloth, polo shirts for the CAM advocates and Program Coordinator, canopy for use at community events, and other materials used in the education of the public. 600 x $2 per brochure= $1200; $250 x 2-3 educational/interactive displays= $500; $300 x 1 table cloth= $300; $40 Polo Shirts x 11 (10 advocates/Coordinator)= $440, $900 x 1 canopy= $900; Total= $3340 Incentives: Incentives to be selected by CAM Advocates to foster participation in the community in CAM Activities (e.g. public opinion polls). CAM advocates will select and purchase gift cards in preparation for their data collection efforts. 185 Gift Cards x $5= $925 $23,666 Financial Services Expenses – Line Items 1080-1085 External Audit: Estimated expenses for an external audit of the program $246 Liability Insurance: Program share of liability insurance $130 Printing/Coping: Expenses for printing of materials developed in approved Scope of Work activities, $250 per month x 12 months= $3000 Fringe: $41250 x 22%= $9075 Total Salary & Fringe: $ Fringe: Calculated at 22% of employee salaries, includes FICA/OASDI, State Unemployment - SUI, Medical/Health Benefits, Dental Benefits, Vision Benefits, Retirement Benefits, Worker's Compensation Total: $46192 Facilities/Equipment Expenses – Line Items 1010-1014 Rent: 150 sq ft x $2.50 sq ft x 1.05 FTE x 11 months= $4331 Equipment: Laptop and Projector to be used by the Program Coordinator and Community Advocates in completion of Scope of Work Activities. Laptop $1500, 22 Inch Monitor $220, Docking Station $200, Computer Software $250, Laptop Accessories $153, Projector $920 = $3243 Total: $7823 Operating Expenses - Line Items 1060-1077 Telephone and Computer Network: Communication expenses related to operating phones and internet to support Scope of Work activities. $100 x 11= $1100 Postage: Expenses for project mailings such as daily correspondence, invoices, mailings of educational information and materials, if requested by the community, and dissemination of evaluation findings. Costs vary month to month but average $13-14 per month. $13-14 per month x 11 months= $150 Salary: $1875 x 100% FTE x 22 PP= $41250 Fresno County CAM Project California Health Collaborative 2019-2020 NARRATIVE YEAR I The Project Director (PD) provides direct administration, supervision, and leadership to the program. Supervises the Program Coordinator, completes reports, supports evaluation activities, and assists with coordinating the activities of the project. Salary: $3209 X 5% FTE X 22 PP=$3529 Fringe: $3530 x 22% = $777 Total Salary & Fringe: $ The Program Coordinator (PC) is the project liaison in the targeted Fresno County region. The PC works in conjunction with the PD on a daily basis and assists with coordinating volunteers and program participants, performing program assessments, development of program materials, supports program evaluation, and implementation of SOW activities. Revised Exhibit B-3 Budget Year 1: September 10, 2019- June 30, 2020 PERSONNEL SALARIES:12 month Annual monthly % FTE1 10 month annual salary Benefit Rate2 Benefit Cost 0001 Project Coordinator 41,250.00$ 3,437.50$ 100.00%34,375.00$ 22%7,562.50$ 0002 Project Director 70,598.00$ 5,883.17$ 5%2,941.58$ 22%647.15$ Sub-Total 1.1 36,665.76$ 9,526.16$ SALARIES TOTAL 46,191.92$ 1010 Rent/Lease Building 1011 Rent/Lease Equipment 1012 Utilities $0.00 FACILITY/EQUIPMENT TOTAL $7,823.66 1060 Telephone and Computer Network 1062 Postage 1063 Printing/Copying 1066 Office Supplies 1072 Staff and Community Advocates Transportation 1074 Staff Training/Registration 1076 Community Advocates Stipends 1077 Food 1078 Educational Materials 1079 Incentives OPERATING EXPENSES TOTAL $23,666.11 1081 External Audit 1082 Liability Insurance FINANCIAL SERVICES TOTAL $243.95 TOTAL DIRECT COSTS $77,925.64 INDIRECT COSTS 3 Not to exceed 15% of total direct costs.14%$11,688.85 $89,615TOTAL PROGRAM EXPENSES YEAR 1 4 Fresno County CAM Program California Health Collaborative Budget Categories - Line Item Description (Must be itemized) FACILITIES/EQUIPMENT OPERATING EXPENSES: FINANCIAL SERVICES EXPENSES: Year 1 Page 2 of 8 Revised Exhibit B-3 #A-19-448 NARRATIVE YEAR II Personnel Salaries, Payroll Taxes & Employee Benefits - Line Items 0001- 0042 0001 4,500.00$ 1,035.00$ Total Salary & Fringe: $5535 Total Salary & Fringe for PD 5,535.00$ 0002 $ 48,672.00 $ 12,654.72 Total Salary & Fringe for PC $ 61,326.72 0003 Total Salary & Fringe for Intern $ 4,050.00 Total S & B Expenses $ 70,911.72 Facilities/Equipment Expenses – Line Items 1010-1011 1010 4,725.00$ 1011 200.00$ Total Facilites & Equipment Expens 4,925.00$ Operating Expenses - Line Items 1060-1079 1060 $ 3,274.00 1061 $ 600.00 1062 $ 3,000.00 1063 $ 900.00 1064 $ 741.30 1065 $ 1,706.00 1066 $ 12,000.00 1067 $ 500.00 Total Operating Expense $ 22,721.30 Indirect Cost Expense - Line Item 1090 Direct Costs Subtotal 98,558.02$ 1090 Indirect Cost Total $ 11,826.96 TOTAL PROGRAM EXPENSES: 110,385.00$ Administrative expenses such as overhead accounting support and payroll services, external audit, liability insurance, utilities, building and equipment maintenance, janitorial services, and dues and subscriptions. Calculated at 12% of direct costs. $98558 Total Direct Cost x 12% = $11827 (rounded) Food: Food and refreshments or snacks for trainings and meetings with Community Advocates. $50 per advocate x 10 advocates= $500. Consumable incentives will not exceed $50 worth/value per person per year for a total estimated cost of $500 per year. Fringe: Calculated at 23%-26% of employee salaries, includes FICA/OASDI, State Unemployment - SUI, Medical/Health Benefits, Dental Benefits, Vision Benefits, Retirement Benefits, Worker's Compensation Equipment: The tobacco control program needs to purchase the following: Ten (10) new earphones to provide to Community Advocates in order to perform activities outlined in the Scope of Work (SOW) virtually due to the COVID-19 pandemic. The following description and cost estimate is for ten earphones that would meet the approved tobacco control plan requirements. Ten earphones - $20 x 10 = $200; Printing/Copying: Expenses for printing of educational materials developed in approved Scope of Work activities, including post cards to be sent to community members and elected officials to educate them about the program's efforts, project findings, and provide general education. $250 per month x 12 months= $3000 Office Supplies: General office supplies used by staff and community advocates in the completion of Scope of Work activities, including items such as padfolios, pens, refill paper, and boxes to send materials to Community Advocates. $75 per month x 12 months= $900 Staff Transportation: ESTIMATED Local travel calculated at $0.575 per mile for approximately 100-110 miles per month for travel to unincorporated Fresno County communities to conduct presentations, trainings, meetings with local community leaders and meeting with Community Advocates. 107-108 miles per month x $0.575 x 12 months= $741. MILAGE ESTIMATED @.575x6 months (July 2020-Dec 2020) & .56 x 6 months (January 2021-June 2021)= Staff Training and Registration: 2-3 trainings for the PC and CAM advocates to increase knowledge on tobacco related topics or community organizing. 1 Advance APHA registration for the Project Coordinator x $606 = $606 - Participation in the American Public Health Association's Annual virtual Conference in San Francisco will allow the CAM Project Coordinator to continue to develop her skills and network with others working with community advocates across the State of California, as well as the Nation. The CAM Project Coordinator will bring back information to share with the Community Advocates during weekly trainings. 1 Technology of Participation Facilitation Methods Online Training ticket x $900 = $900 - Participation in the Technology of Participation Facilitation Methods Online Training will allow the CAM Project Coordinator to continue to develop and enhance her skills as a project leader. The CAM Project Coordinator will bring back information to improve her ability to lead the project. 1 additional training that will be scheduled throughout the fiscal year specifically for the Community Advocates to participate x $200. Total = $1706. Community Advocates Stipend: Stipends for 10 Community Advocates who participate in the Project over the course of the year. Stipends are estimated at $100 per month and will be distributed in full at the end of the fiscal year. 10 Community Advocates x $1200 annually = $12000 Postage: Expenses for project mailings such as daily correspondence, invoices, mailings of educational information and materials, if requested by the community, and dissemination of evaluation findings. Costs vary month to month but average $50 per month. $50 per month x 12 months= $600. Telephone and Computer Network: Communication expenses related to operating phones, internet to support SOW activities and computer software annual subscriptions and license fees. $162 per month on average x 12 months= $1944 for operating phones and internet; $20 per month for Zoom Subscription x 12 months (July-June)= $240; 1 ARC GIS Creator License to create maps and visualize data for sharing with stakeholders x $500 per license per year x 1 year= $500; 1 ARC GIS Story Map License to visualize data and use pictures to conduct digital storytelling for stakeholders and elected officials x $100 per license per year x 1 year= $100; 1 Canva Pro Subscription to create social media content, CAM training activities, and community presentations x $120 per subscription per year x 1 year= $120; 1 Adobe Premier Rush Annual license for developing videos for social media content and using in Story Maps to educate elected officials x $130 per annual license x 1 year= $130; 1 Kahoot Membership to create engaging trainings for CAM Advocates and community members x $240 per membership annually x 1 year= $240; Total=$3274 Salary: $2028 x 100% FTE x 24 PP= $48672 Total: $4925 The Intern is a student from a local university or college from the targeted Fresno County region. The Intern works in conjunction with the PC on a limited schedule (approx. 15 hrs a week) to assist with creating marketing and program materials, supporting the development and implementation of community advocate training, and implementation of other SOW activities. The Intern will support the project during the Spring 2021 semester (Jan-June 2021). The Program Coordinator (PC) is the project liaison in the targeted Fresno County region. The PC works in conjunction with the PD on a daily basis and assists with coordinating volunteers and program participants, performing program assessments, development of program materials, supports program evaluation, and implementation of SOW activities. Total Salary & Fringe: $61327 Fringe: $48672 x 26%= $12655 (Rounded) Salary: $15 an hour x 270 hrs= $4050 Rent: 150 sq ft x $2.50 sq ft x 1.05 FTE x 12 months= $4725 (rounded) The Project Director (PD) provides direct administration, supervision, and leadership to the program. Supervises the Program Coordinator, completes reports, supports evaluation activities, and assists with coordinating the activities of the project. Fringe: $4500 x 23% = $1035 Fresno County CAM Project California Health Collaborative BUDGET NARRATIVE JULY 1, 2020- JUNE 30, 2021 Salary: $3750 X 5% FTE X 24PP= $4500 Narrative Year 2 Page 3 of 8 REVISED EXHIBIT B-3 Tobacco Prevention Program #A-19-448-1 California Health Collaborative Fresno County CAM Project Budget Year 2 July 1, 2020 - June 30, 2021 PERSONNEL SALARIES:Annual Salary % FTE1 Benefit Rate2 Benefit Cost 0001 Project Director 90,000$ 5%23%1,035$ 0002 Project Coordinator 48,672$ 100%26%12,655$ 0003 Intern $4,050 Sub-Total 57,222.00$ 13,689.72$ SALARIES TOTAL 70,911.72$ 1010 Rent/Lease Building $4,725.00 1011 Equipment $200.00 FACILITY/EQUIPMENT TOTAL $4,925.00 1060 Telephone and Computer Network $3,274.00 1062 Postage $600.00 1063 Printing/Copying $3,000.00 1066 Office Supplies $900.00 1072 Staff Transportation $741.30 1074 Staff Training/Registration $1,706.00 1076 Community Advocates Stipends $12,000.00 1077 Food $500.00 OPERATING EXPENSES TOTAL $22,721.30 1081 External Audit 1082 Liability Insurance FINANCIAL SERVICES TOTAL $0.00 1090 $0.00 SPECIAL EXPENSES TOTAL $0.00 TOTAL DIRECT COSTS 98,558.02$ INDIRECT COSTS 12%11,826.96$ 110,385$ SPECIAL EXPENSES (Consultant/Etc.): Consultant (Network & Data Management) TOTAL PROGRAM EXPENSES YEAR 2 FACILITIES/EQUIPMENT EXPENSES: OPERATING EXPENSES: FINANCIAL SERVICES EXPENSES: Year 2 Page 4 of 8 REVISED EXHIBIT B-3 Personnel Salaries, Payroll Taxes & Employee Benefits - Line Items 0001- 0042 0001 2,318$ 533$ 2,851$ 0002 $ 13,080 $ 2,485 $ 15,565 0003 $ 13,440 $ 2,554 $ 15,994 Expenses $ 34,410 1010 2,363$ Total Facilites & Equipment Expenses 2,363.00$ 1060 $ 888.00 1062 $ 108.00 1063 $ 408.00 1072 $ 863.00 1076 $ 5,400.00 1077 $ 225.00 1078 $ 380.00 Total Operating Expenses $ 8,272 Direct Costs Subtotal 45,045$ 1090 Indirect Cost Total $ 4,955 TOTAL PROGRAM EXPENSES: 50,000.00$ Educational Materials: Materials used by CAM Advocates and the Project Coordinator to educate the community about the impact of tobacco in their community and to promote the CAM project. Materials include stickers designed by the community advocates. 1000 stickers x $0.38 = $380 Indirect Cost Expense - Line Item 1090 Administrative expenses such as overhead accounting support and payroll services, external audit, liability insurance, utilities, building and equipment maintenance, janitorial services, and dues and subscriptions. Calculated at 0.11% of direct costs. $45045 Total Direct Cost x 11% = $4955 (rounded) Telephone and Computer Network: Communication expenses related to operating phones, internet to support SOW activities and computer software annual subscriptions and license fees. $10 per month for TriNet Cloud Expense (Expense tracking software) X 6 months = $60; $80 per month for Helios (IT support services) X 6 months = $480; $37 per month for Comcast (Internet) X 6 months = $222; $2 per month for Bill.com (Invoicing software) X 6 months = $12; $13 per month for Totlcom Software (Telecommunication services) X 6 months = $78; $6 per month for Microsoft (Computer software) X 6 months = $36. $148 per month on average x 6 months= $888 for operating phones and internet; Total =$888 Postage: Expenses for printing of educational materials developed in approved Scope of Work activities, including post cards to be sent to community members and elected officials to educate them about the program's efforts, project findings, and provide general education. $18 per month x 6 months= $108 Printing/Copying: Expenses for printing of educational materials developed in approved Scope of Work activities, including post cards to be sent to community members and elected officials to educate them about the program's efforts, project findings, and provide general education. $68 per month x 6 months= $408 (rounded) Transportation: Local travel for staff and/or Community Advocates calculated at $0.56 per mile for approximately 256-257 miles per month for travel to unincorporated Fresno County communities to conduct presentations, trainings, meetings with local community leaders and meeting with Community Advocates. 256-257 miles per month x $0.56 x 6 months= $860-$863 (rounded) Community Advocates Stipend: Stipends for 9 Community Advocates who participate in the Project over the course of the six-month contract period. Stipends are estimated at $100 per month per Community Advocate and will be distributed on a monthly basis. 9 Community Advocates x $600 annually = $5400 9 x $100=$900 x 6 months= $5400 Food: Food and refreshments or snacks for trainings and meetings with Community Advocates. $25 per advocate x 9 advocates= $225. Consumable incentives will not exceed $50 worth/value per person per year. Cost for six months is estimated at $25 per advocate for a cost of $225 per year. Operating Expenses - Line Items 1060-1079 Fringe: $13,080 X 19% = $2,485 (rounded) Total Salary & Fringe: $15,565 Total Salary & Fringe for The Community Engagement Coordinator (CEC) is the project liaison in the targeted Fresno County region. The CEC works in conjunction with the PC and PD on a daily basis and assists with coordinating volunteers and program participants, development of program materials, supports program evaluation, and implementation of SOW activities. Salary: $1,600 X 70% FTE X 12PP = $13,440 Fringe: $13,440 X 19% = $2,554 (rounded) Total Salary & Fringe: $15,994 Total Salary & Fringe for Facilities/Equipment Expenses – Line Items 1010-1011 Rent: 150 sq ft x $2.50 sq ft x 1.05 FTE x 6 months= $2363 (rounded) Total: $2363 Salary: $2180 X 50% FTE X 12PP = $13,080 Fresno County Tobacco Prevention Program CAM Project California Health Collaborative Revised 6-Month Extension Budget Narrative: July 1, 2021 - December 31, 2021 NARRATIVE The Project Director (PD) provides direct administration, supervision, and leadership to the program. Supervises the Program Coordinator, completes reports, supports evaluation activities, and assists with coordinating the activities of the project. Salary: $3862.50 X 5% FTE X 12PP = $2318 (rounded) Fringe: $2317.50 X 23% = $533 (rounded) Total Salary & Fringe: $2851 otal Salary & Fringe for PD The Program Coordinator (PC)provides direct supervision to the CEC and works in conjunction with the CEC and PD on a daily basis to assist with coordinating volunteers and program participants, performing program assessments, development of program materials, supports program evaluation, and implementation of SOW activities. Page 5 of 8 REVISED EXHIBIT B-3 Personnel Salaries, Payroll Taxes & Employee Benefits - Line Items 0001- 0042 0001 $ 5,750 $ 1,093 $ 6,843 0003 $ 15,170 $ 2,882 $ 18,052 Total S & B Expenses $ 24,895 1060 $ 600.00 1062 $ - 1063 $ 100.00 1072 $ 509.00 1076 $ 2,400.00 1077 $ - Total Operating Expenses $ 3,609 Direct Costs Subtotal 28,504$ 1090 Indirect Cost Total $ 1,996 TOTAL PROGRAM EXPENSES: 30,500.00$ Fresno County Tobacco Prevention Program CAM Project California Health Collaborative Revised Year 3 Budget Narrative: January 1, 2022 - June 31, 2022 PROGRAM EXPENSES NARRATIVE The Program Coordinator (PC) provides direct supervision to the CEC and works in conjunction with the Salary: $1916.67 X 25% FTE X 12PP = $5,750 Fringe: $5,750 X 19% = $1,093 (rounded) Total Salary & Fringe: $6,843 Total Salary & Fringe for The Community Engagement Coordinator (CEC) is the project liaison in the targeted Fresno County Salary: $1,806 X 70% FTE X 12PP = $15170 Fringe: $15170 X 19% = $2,882 (rounded) Total Salary & Fringe: $18052 (rounded)Total Salary & Fringe for Operating Expenses - Line Items 1060-1079 Food: No food and refreshments costs will be estimated for the final six months of the project. Indirect Cost Expense - Line Item 1090 Administrative expenses such as overhead accounting support and payroll services, external audit, liability insurance, utilities, building and equipment maintenance, Telephone and Computer Network: Communication expenses related to operating phones, internet to Postage: No postage fees are estimated for the final 6 months of the project. Printing/Copying: Expenses for printing of educational materials developed in approved Scope of Work Transportation: Local travel for staff and/or Community Advocates calculated at $0.56 per mile for Community Advocates Stipend: Stipends for 4 Community Advocates who participate in the Project Page 6 of 8 REVISED EXHIBIT B-3 Page 7 of 8 Fresno County CAM Program California Health Collaborative FY July 1, 2021 - December 31, 2021 PERSONNEL SALARIES:Annual Salar % FTE1 Benefit Rate2 Benefit Cost 0001 Project Director 46,350$ 5%23%533$ 0002 Project Coordinator $26,500 41%19%2,518$ 0003 Community Engagement Coordina $21,672 70%19%2,882$ Sub-Total 28,477$ 5,933$ SALARIES TOTAL 28,477$ 34,410$ 1010 Rent/Lease Building $2,363.00 FACILITY/EQUIPMENT TOTAL $2,363.00 1060 Telephone and Computer Network $888.00 1062 Postage $108.00 1063 Printing/Copying $408.00 1072 Staff Transportation $863.00 1076 Community Advocates Stipends $5,400.00 1077 Food $225.00 1078 Educational Materials $380.00 OPERATING EXPENSES TOTAL $8,272.00 1081 External Audit 1082 Liability Insurance FINANCIAL SERVICES TOTAL $0.00 1090 $0.00 SPECIAL EXPENSES TOTAL $0.00 TOTAL DIRECT COSTS $45,045 INDIRECT COSTS Not to exceed 15% of total direct costs.11%$4,955 $50,000 Budget Categories - Consultant (Network & Data Management) TOTAL PROGRAM EXPENSES Line Item Description (Must be itemized) FACILITIES/EQUIPMENT EXPENSES: OPERATING EXPENSES: FINANCIAL SERVICES EXPENSES: SPECIAL EXPENSES (Consultant/Etc.): REVISED EXHIBIT B-3 Page 8 of 8 Fresno County CAM Program California Health Collaborative FY January 1, 2022 - June 30, 2022 Budget Categories - Line Item Description (Must be itemized) PERSONNEL SALARIES:Annual Salar % FTE1 Benefit Rate2 Benefit Cost 0001 Project Coordinator $23,000 25%19%1,093$ 0002 Community Engagement Coordina $21,672 70%19%2,882$ Sub-Total 20,920$ 1.0 3,975$ SALARIES TOTAL 20,920$ 24,895$ FACILITIES/EQUIPMENT EXPENSES: FACILITY/EQUIPMENT TOTAL $0.00 OPERATING EXPENSES: 1060 Telephone and Computer Network $600.00 1062 Postage $0.00 1063 Printing/Copying $100.00 1072 Staff Transportation $509.00 1076 Community Advocates Stipends $2,400.00 1077 Food $0.00 OPERATING EXPENSES TOTAL $3,609.00 FINANCIAL SERVICES EXPENSES: 1081 External Audit 1082 Liability Insurance FINANCIAL SERVICES TOTAL $0.00 SPECIAL EXPENSES (Consultant/Etc.): 1090 Consultant (Network & Data Management)$0.00 SPECIAL EXPENSES TOTAL $0.00 TOTAL DIRECT COSTS $28,504 INDIRECT COSTS Not to exceed 15% of total direct costs.7%$1,996 TOTAL PROGRAM EXPENSES $30,500