HomeMy WebLinkAboutAgreement A-22-185 with FACTS.pdf Agreement No. 22-185
1 AMENDMENT ITO AGREEMENT
2 THIS AMENDMENT, hereinafter referred to as Amendment I, is made and entered into this 3,d
3 day of May 2022, by and between the COUNTY OF FRESNO, a Political Subdivision of the State of
4 California, hereinafter referred to as "COUNTY," and Foster Assessment Center and Testing
5 Services, Inc., a California corporation, whose address is 516 Pennsfield Place, Ste. 108, Thousand
6 Oaks, CA 91360, hereinafter referred to as "CONTRACTOR."
7 WHEREAS, the parties entered into that certain Agreement, identified as COUNTY Agreement
8 No. A-19-302, effective July 1, 2019, to provide specialized assessments for California Work
9 Opportunity and Responsibility to Kids (CaIWORKs) Welfare-To-Work (WTW) clients who are residing
10 in Fresno County; and
11 WHEREAS, COUNTY desires to extend the term of this contract to continue the current provision
12 of specialized assessment services by CONTRACTOR to CalWORKs WTW clients in need of
13 employment and training services; and
14 WHEREAS, COUNTY desires to amend this Agreement regarding said change and restate as
15 set forth herein.
16 NOW, THEREFORE, in consideration of the mutual promises, covenants, and conditions,
17 hereinafter set forth, the sufficiency of which is acknowledged, the parties hereto agree as follows:
18 1. That the existing COUNTY Agreement No. A-19-302, Page Two (2), Section Two (2),
19 beginning with Line Seven (7), with the word "The" and ending on Page Two (2), Line Eleven (11), with
20 the word "performance." be deleted and the following inserted in its place:
21 "The term of this agreement shall be effective July 1, 2019 through and including December
22 31, 2022."
23 2. That the existing COUNTY Agreement No. A-19-302, Page Three (3), Section Four (4),
24 beginning with Line Eleven (11), with the word "In" and ending on Page Three (3), Line Seventeen (17),
25 with the number "($840,525)" be deleted and the following inserted in its place:
26 "In no event shall the cumulative total of this Agreement exceed Nine Hundred Eighty Thousand
27 Six Hundred Thirteen and No/100 Dollars ($980,613). For the period of July 1, 2019 through June 30,
28 2020, and each subsequent twelve (12) month period, in no event shall actual services performed under
— COUNTY OV IRI 5NO
I resno,CA
1 this Agreement be in excess of Two Hundred Eighty Thousand One Hundred Seventy Five and No/100
2 Dollars ($280,175). For the period of July 1, 2022 through December 31, 2022, in no event shall actual
3 services performed under this Agreement be in excess of One Hundred Forty Thousand Eighty Eight
4 and No/00 Dollars ($140,088)."
5 3. That all references in existing COUNTY Agreement No. A-19-302 to "Exhibit A" shall be
6 changed to read "Revised Exhibit A," which is attached hereto and incorporated herein by this
7 reference.
g 4. That all references in existing COUNTY Agreement No. A-19-302 to "Exhibit B" shall be
9 changed to read "Revised Exhibit B," which is attached hereto and incorporated herein by this
10 reference.
11 5. COUNTY and CONTRACTOR agree that this Amendment I is sufficient to amend
12 Agreement No. A-19-302 and, that upon execution of this Amendment I, the original Agreement and
13 this Amendment I, shall together be considered the Agreement.
14 The Parties agree that this Amendment I may be executed by electronic signature as
15 provided in this section.
16 A. An "electronic signature" means any symbol or process intended by an individual
1-/ signing this Amendment I to represent their signature, including but not limited to (1) a digital
18 signature; (2) a faxed version of an original handwritten signature; or (3) an electronically scanned
19 and transmitted (for example by PDF document) of a handwritten signature.
20 B. Each electronic signature affixed or attached to this Amendment 1 (1) is deemed
21 equivalent to a valid original handwritten signature of the person signing this Amendment I for all
22 purposes, including but not limited to evidentiary proof in any administrative or judicial proceeding,
23 and (2) has the same force and effect as the valid original handwritten signature of that person.
24 C. 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,
26 Title 2.5, beginning with section 1633.1).
D. Each party using a digital signature represents that it has undertaken and satisfied
28 the requirements of Government Code section 16.5, subdivision (a), paragraphs (1) through (5),
COUNTY OF IRI?SNC>
Fresno,CA
1 and agrees that each other party may rely upon that representation.
This Amendment I is not conditioned upon the parties conducting the transactions under
3 it by electronic means and either party may sign this Amendment I with an original handwritten
4
signature.
5 The Agreement, as hereby amended, is ratified and continued. All provisions, terms,
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covenants, conditions, and promises contained in this Agreement not amended herein shall remain in
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full force and effect. This Amendment I shall become effective July 1, 2022.
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i COUNTY OF VIU,'SN()
I�resno,CA
1 IN WITNESS WHEREOF, the parties hereto have executed this Amendment I to Agreement as
2 of the day and year first hereinabove written.
3
CONTRACTOR: COUNTY OF FRESNO
4 FOSTER ASSESSMENT CENTER
5
AND TESTING SERVICE, INC.6 B ��
:
Y
7 Brian Pacheco, Chairman of the
Print Name. A rAy cA- Board of Supervisors of the County of Fresno
8
Title: CEO
9 Chairman of the Board, or
President, or any Vice President
10 ATTEST:
11 Bernice E. Seidel
Clerk of the Board of Supervisors
12 County of Fresno, State of California
13 By: /6%4-G vim—.,
14 Print Name: KCTkit 'F05+Cr By: _
15 Title: S--CV'1r+6r\/ /
16 Secretary (of Corporation), or
any Assistant Secretary, or
17 Chief Financial Officer, or
any Assistant Treasurer
18
19
Mailing Address:
20 516 Pennsfield Place, Ste 108
21 Thousand Oaks, CA 91360
(805) 497-1685
22 Contact: Andrea Foster, CEO
23 FOR ACCOUNTING USE ONLY:
24 Fund/Subclass: 0001/10000
ORG No.: 56107001
25 Account No.: 7870
26 MIA:ns
27
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— 4 — COUNTY Of I R 'SNO
Vresno,CA
Revised Exhibit A
Page 1 of 8
SUMMARY OF SERVICES
ORGANIZATION: Foster Assessment Center &Testing Service, Inc.
ADDRESS: 516 Pennfield Place, Ste. 108, Thousand Oaks, CA 91360
SERVICES: CalWORKs Assessment Services
TELEPHONE: (805) 497-1685
CONTACTS: Andrea Foster (CEO) , Katie Foster (COO)
EMAIL: andreafoster@fosterassessment.com
katiefoster@fosterassessment.com
AMOUNT: July 1, 2019 -June 30, 2020 ($280,175)
July 1, 2020-June 30, 2021 ($280,175)
July 1, 2021 -June 30, 2022 ($280,175)
July 1, 2022 - December 31, 2022 ($140,088)
I. SUMMARY OF SERVICES
CONTRACTOR shall provide specialized assessment services for referred CalWORKs participants,
residing in Fresno County, who have limited English speaking ability, potential learning
disabilities, potential trauma symptoms, and other unique needs.
The CalWORKs participants to be assessed will be identified and referred by the County of
Fresno's Department of Social Services (DSS). Additionally, DSS will identify and determine
appropriate types of assessments for each CalWORKs participant.
CONTRACTOR shall administer assessments based on DSS' determination. DSS will use the
assessments for the following purposes:
1. Provide an evaluation of the CalWORKs participants' academic abilities, aptitudes, and
work history.
2. Develop a Welfare to Work Plan (WTW) when requested and/or Learning Disabilities
Profile for each CalWORKs participant based on test results and information obtained in
client interviews.
Revised Exhibit A
Page 2 of 8
3. Provide services in accordance with the WIC Division 9, Part 3, Chapter 2, Article 3.2,
section 11325.4, which requires the Department to provide specialized assessments for
participants to enable the development of a WTW plan by DSS.
4. Provide a Third Party Review of WTW Plans written by DSS as requested and determine
if the plan is appropriate. Additionally, if review of the DSS plan requires a new
assessment, testing will be completed, and a new plan will be developed by
CONTRACTOR.
5. Screen referred clients for potential trauma symptoms (anxiety, panic episodes,
traumatic events, psychotic episodes) during the intake interview process using the
Trauma Symptom Inventory (TSI). This will be included in the participant profile, and
WTW Plan if requested, that is submitted to the DSS Job Specialist.
CONTRACTOR shall also ensure that Limited English Proficient (LEP) clients have meaningful,
effective, and equal access at every point of contact with project services.
II. SCHEDULE AND LOCATION OF SERVICES
Schedule and location of services will meet the needs of DSS and will include services provided
in rural Fresno County.
1. The scheduling of assessments will be coordinated with DSS.
2. CONTRACTOR will have a centrally-located main facility in the City of Fresno to provide
assessments so clients can access services.
3. Services will be available during normal business hours, Monday through Friday, 8:00
A.M. through 5:00 P.M.
4. CONTRACTOR will advise DSS of any planned staff absences/vacations, a minimum of
two weeks in advance, in order to reschedule clients. However, if at any time the
assessor or other essential staff is unexpectedly sick/unavailable (i.e., ill, car issues,
company staff training, vacation, medical appointments, etc.) FACTS will reschedule
clients, making DSS aware of the changes no later than the next business day.
5. Scheduling of clients will remain flexible and limited to the capacity of one assessor,
with further flexibility if"no show" rates decrease.
6. CONTRACTOR will provide services at Selma Regional Center or another mutually agreed
upon Regional center on a bi-weekly basis. If there are not sufficient referrals to warrant
regional bi-weekly services, DSS and CONTRACTOR shall mutually discuss and agree
upon another schedule.
Revised Exhibit A
Page 3 of 8
7. The facility shall be consistent with the Commission on Accreditation of Rehabilitation
Facilities (CARF) standards.
III.TARGET POPULATION
Services under this budget will be restricted to only CalWORKs recipients referred through DSS.
IV. CONTRACTOR's RESPONSIBILITIES
CONTRACTOR shall provide up to 300 comprehensive Assessment Services for referred
CalWORKs recipients per year. If assessments surpass this total, DSS will negotiate with
CONTRACTOR on additional compensation for the additional assessments.
A. SPECIALIZED ASSESSMENTS
In the event that a participant requires a specialized assessment that cannot be completed by
DSS staff, the participant will be scheduled for the specialized assessment with the
CONTRACTOR. CONTRACTOR shall take into consideration the following information gathered
from the assessment to develop the WTW Plan, when a plan is requested:
1. Detailed information on any past or present employment history and an inventory of
the client's employment skills, knowledge, and abilities.
2. Detailed information regarding the client's current attendance in vocational/educational
type training should be discussed and included in the plan. (i.e., school, date of
enrollment, type of training, hours per week, degree or certification program, etc.) If
applicable, any past education/training should also be included in the development of
the plan.
3. The participant's needs, including the need for supportive services (i.e., childcare,
transportation, ancillary costs, etc.)
4. An evaluation of the chances of employment, given the current skills of the participant
and the local labor market conditions.
5. Local labor market information. The information referenced above must be included in
the packet provided to DSS.
6. Other information that can ensure a comprehensive plan.
NOTE: At any time, if the participant does not agree with the results of the assessment, or the
WTW Plan from CONTRACTOR, the client will be referred to DSS for an impartial Third Party
Review. DSS will follow established guidelines for Third Party Reviews.
Revised Exhibit A
Page 4 of 8
B. LIMITED ENGLISH PROFICIENT ASSESSMENTS
CalWORKs participants exhibiting limited or non-English speaking ability will be referred to
CONTRACTOR for LEP Assessments. The majority of participants will have a primary language of
Spanish; however, additional languages are anticipated.
CONTRACTOR will provide assessments services to all referred CalWORKs WTW participants in a
timely manner. The expected length of time for completion of each assessment is as follows:
CONTRACTOR will provide LEP assessments as a one-day process (up to eight hours) that will be
completed on the same day of assessment in both rural and urban areas. However, if
extenuating circumstances arise, CONTRACTOR may extend the assessment to two days for
those participants requiring such.
1. Non-English Non-Spanish referrals will be limited to one language per session, or a
mutually agreed upon schedule.
C. LEARNING DISABILITY EVALUATION (LDE)
1. Referral Process:
Counties are required to offer learning disability screenings to CalWORKs WTW
individuals upon entering the program or when certain events occur, indicating that the
participant may have a potential learning disability. These events may include, but are
not limited to any of the following:
a) Individuals that have a suspected learning disability, as identified by the DSS,
outside service provider, or the participant.
b) Individuals that are in good cause determination, compliance, or sanction
processes.
c) Individuals that are failing to maintain satisfactory progress in their WTW
activities, including employment.
Upon determination that a learning disability evaluation is necessary, DSS will
complete the Learning Disability Screening with the participant. Participants are not
required to be evaluated for a suspected leaning disability and may choose to
decline the screening and evaluation. If the participant agrees to an evaluation, they
will be referred to CONTRACTOR. When accommodations are required, for either
testing or vocational activity, recommendations will be made regarding resources for
persons with such disabilities and specific referrals suggested for various
compensatory or support services that will be included in the participant profile
provided to DSS.
CONTRACTOR will complete the LDE in one day provided there are three or less
participants per day per assessor. If four or more participants are expected, and the
assessor is off-site (from the Fresno assessment center) and working on their own,
the assessment may take up to two days.
Revised Exhibit A
Page 5 of 8
2. Testing and Evaluation Process:
In addition to an initial interview and wrap-up session, several tests will be
administered. Testing will be individualized and tailored to meet the particular needs
of each client. All of the tests listed below are multi- purpose and wide-ranging in
scope and designed to identify many different challenges. Test selection and
administration will be done with caution and according to the needs and capabilities
of the participant.
These tests will be used, as they are relatively free of culture bias and can be
modified to suit the needs of limited English speakers. The Center Director/Lead
Assessor will assist professional staff in the administration of the tests.
The following tests, in addition to others upon DSS approval, may be used to
complete the assessments:
a) WJ-IVR Tests of Cognitive and/or Achievement
b) Trauma Symptom Inventory
c) Gates-MacGinitie Reading Test
d) TABE-Test of Adult Basic Skills (To be used only if CASAS is not used)
e) BETA 4
f) Raven Standard Progressive Matrices
g) TONI 4-Test of Non-Verbal Ability
h) COPS - Career Occupational Preference System
i) MPFB - Minnesota Paper Form Board
j) GCT- General Clerical Test
k) Bennett Mechanical Comprehension Test
1) Purdue Pegboard
m) Myers-Briggs Type Indicator
n) SkillCheck
o) WRAT S
For the purpose of identifying interest and skill set, work sample assessments may
include, but are not limited to VALPAR, TOWERS, and JEVS tests.
3. Reporting Process:
For all assessments, a separate written participation profile will be developed based
on individual interviews, discovery, and assessment results. The profile will provide a
brief discussion of the test implications and conclude with recommendations for
further action and/or referrals for needed services. The report will also include a
WTW Plan, if requested by DSS. All test results, including the WTW Plan, will be
submitted to DSS within ten (10) business days of the date of assessment.
Revised Exhibit A
Page 6 of 8
D. TRAUMA SYMPTOM INVENTORY(TSI)
The TSI will be administered when determined necessary by the tester at any time during the
intake interview, testing, or post-test interview for clients who disclose a reported history of
depression, anxiety, panic episodes, psychotic episodes and/or traumatic events. Additionally,
CONTRACTOR shall administer the TSI upon DSS specific request and referral. Although, TSI is
not a diagnostic tool, CONTRACTOR shall identify clients that may have serious issues dealing
with past or present traumatic events where further psychological assessment and treatment
are necessary. All LDEs that include a TSI must be clearly identified when sent to DSS. TSIs must
be submitted to DSS within ten (10) business days form the date of the test.
E. THIRD PARTY ASSESSMENT
1. Referral Process:
a) Upon specific request and referral from DSS, CONTRACTOR will provide an
impartial Third Party Review of WTW Plan(s) developed by DSS staff.
b) CalWORKs participants have the right to be automatically referred to a Third
Party Assessment when the participants do not agree with the results of their
DSS assessments.
2. Evaluation Process:
DSS will meet with CONTRACTOR and provide all testing used to develop the
participant's WTW Plan. Upon receipt of the WTW Plan, the CONTRACTOR will perform
a thorough review of the test(s) administered by DSS and review the developed WTW
Plan. CONTRACTOR must complete the Third Party Review within 30 days from the
original date of request. Extensions may be given but must be obtained from DSS. Based
on this review, a determination will be made as to whether or not the test results and
plan are valid or a new plan is needed. If it is deemed appropriate to assess the
participant, the CONTRACTOR will complete another assessment and develop a new
plan for the participant. The results of the Third Party Assessment are binding between
the DSS and the participant.
F. REPORTS
CONTRACTOR will generate and provide reports to the DSS within ten (10) business days in
order to assist Job Specialist in directing participants to the appropriate available services.
G. STAFFING LEVELS
CONTRACTOR will establish assessment services by staffing the following positions: Lead
Assessor/Center Director, Secretary/ Vocational Technician, (Bilingual- Spanish and/or Hmong),
and partial FTE by admin for direct services.
1. If at any time the assessor quits/is terminated, FACTS has up to 60 days of limited
scheduled assessments/evaluations in order to hire and retrain another assessor.
a) Services must be provided monthly.
Revised Exhibit A
Page 7 of 8
b) CONTRACTOR will provide DSS a schedule of planned services in the event an
assessor quits, is terminated, or is on extended leave of absence (greater than 60
days).
2. If Lead Assessor/Center Director is out for more than 10 working days, Vendor will
provide limited assessment services with scheduling availability beginning on the 11tn
working day.
H. TRAINING ACTIVITES
1. CONTRACTOR will be required to perform a minimum of 2 training activities per contract
year for DSS staff.
a) Staff trainings will be scheduled on the same day as contract meetings.
2. Training activities will include information about, but not limited to:
a) overview of each assessment,
b) how assessments are administered,
c) what the results indicate,
d) how to discuss results with participants, and
e) best practices for assisting participants with limited English, learning disabilities
and participants with barriers to employment as indicated by the employability
evaluations.
I. CIVIL RIGHTS AND PRIVACY AND SECURITY TRAINING
1. CONTRACTOR will provide annual Civil Rights and Privacy and Security trainings to their
staff in the beginning of every calendar year and will provide relevant proof to DSS by
April 151 of every calendar year.
V. DSS RESPONSIBILITES
DSS shall be responsible for the following activities:
1. Provide the CONTRACTOR CalWORKs referrals determined appropriate for LEP, LDE,
Third Party Assessment, or TSI assessment.
2. Provide CONTRACTOR a quiet and adequate conference room for group testing, or a
private interview room for individual testing at regional offices.
3. Provide current information and/or training to CONTRACTOR's staff on specific
areas/functions of the CalWORKs Employment Services Program when determined
helpful and/or needed for the successful delivery of the specialized assessments.
4. Provide all needed and appropriate supportive services for participants including
childcare, transportation, and ancillaries.
Revised Exhibit A
Page 8 of 8
5. Work with CONTRACTOR's staff for compliance resolution including good cause
determination and sanction.
6. Meet with CONTRACTOR's staff as often as needed to monitor services, exchange
pertinent information, resolve problems, and work together to coordinate services.
VI. PERFORMANCE MEASURES
DSS will consider CONTRACTOR performance levels when determining funding
recommendations for future Agreements. For the contract period, CONTRACTOR shall provide
specialized assessment testing to assist CaIWORKs recipients in the development of Welfare to
Work Plans.
Performance Measure Required Level of Performance
Assessed Clients -the percentage of 95% of all Department-referred clients who
CalWORKs recipients who complete an attend the assessment will complete the
assessment. assessment.
Measurement Parameters - CaIWORKs clients
who attend the assessment and complete the
assessment.
Data Sources—Monthly Activity Report
Trainings—A minimum of 2 training activities A minimum of 2 training activities per contract
per contract year, to promote Specialized year to promote Specialized Assessments each
Assessments. contract year.
Measurement Parameters—Trainings
provided by FACTS.
Data Sources— Monthly Activity Report
Revised Exhibit B
Page 1 of 20
BUDGET SUMMARY: Year 1, FY 2019-2020 (12 Months)
VENDOR NAME: Foster Assessment Center & Testing Service, Inc. (FACTS)
SERVICE COMPONENT (Population and Location): Specialized Assessment
Services for CaIWORKs WTW Participants in the County of Fresno
CATEGORY BUDGET ITEM # TOTAL
Salaries 0100 $ 130,000
Benefits 0150 $ 11,830
Payroll Taxes 0175 $ 12,597
SUBTOTAL: $ 154,427
SERVICES & SUPPLIES
Insurance 0200 $ 5,164
Communications 0250 $ 9,000
Office Expense 0300 $ 46,064
Equipment 0350 $ 8,820
Utilities 0400 $ 6,180
Contracts 0450 $ - 0 -
Transportation 0500 $ 5,246
Program Supplies 0550 $ 17,257
Other (Indirect Costs)/10% Cap 0600 $ 28,017
SUBTOTAL $125,748
TOTAL EXPENSES $280,175
1
Revised Exhibit B
Page 2 of 20
SALARIES
Position % of Time Number of Monthly Salary/ Salary/Wages
On Project Months Hourly Wages Funds Requested
Bilingual, Center Director & Lead Direct D= $57,566
Assessor 95% 12 $ 29.13
Admin A= $ 3,030
5%
Secretary& Vocational 100 12 $ 16.00 D= $33,280
Technician A= - 0 -
Staff Development Specialist. Direct
4% D= $ 3,499
Staff Recruitment; Staff -.---.--..__.._.._...._. 12 $ 42.06
Development and Training Admin
n A= $ 1,750
CEO & Director of Services:
Training of County of Fresno Direct D= $13,000
Staff, Training of FACTS Staff; 8% 12 $ 78.13
Quality Assurance Monitoring;
. .. ...................
Supervision o Fresno erector Admin
and Assessment Staff A= $ 6,500
4%
Chief Financial Officer & Direct D= $ 6,500
Operations Manager: Supervision 4% 12 $ 78.13
-- -- ----__............................................._.......
of Monthly Budget Invoice Admin A= $ 4,875
3%
TOTAL EXPENSES $130,000
Admin Salaries Total/ $16,155 Total Direct Salaries/ $113,845
BENEFITS
Benefit Item (Calculation) Direct Admin Item Total
401 k Pension Plan (John Hancock) $130,000 x 3.3% $3,756 $533 4,290
Health Insurance (Blue Shield Med/Dent) $130,000 x 5.8% $6,603 $937 7,540
Total Benefits: $10,359 $ 1,470 11,830
TOTAL SALARIES AND BENEFITS: $141,830
2
Revised Exhibit B
Page 3 of 20
BUDGET DETAIL: FY 2019-2020
BUDGET CATEGORY & SUBTOTAL TOTAL
LINE ITEM DESCRIPTION/CALCULATION
0175 PAYROLL TAXES
Federal Unemployment Tax $ 840
$7,000 x 2 = $14,000 x .06
FICA/Medicare $130,000 x 7.65% $ 9,945
State Disability Insurance (SDI)
$130,000 x 1.0% $ 1,300
State Unemployment Insurance/ETT
$7,000 x 2 = $14,000 x 2.3% $ 322
Adjustment $ 190 $ 12,597
0200 INSURANCE
Worker's Compensation Liability $ 1,540
Professional Liability $ 420
$ 5,164
General (including Auto/Cyber/Theft Liability
$ 3,204
0250 COMMUNICATIONS
$ 720
Postage $60 monthly x 12 months
FACTS Website - Fresno share via 99 split for $ 120
updates and hosting
Phone & Fax with High Speed Internet Access $ 3,620
$260 monthly x 12 months
Translation Services (Non-English /Non- $ 2,400
Spanish) - Language Line for additional
languages $200 monthly x 12 month
Admin Participant & Job Specialist Feedback $ 800
Survey to analyze quality assurance and
contract compliance provided in Fresno
County annually
Admin Communications (postage, phone, $ 1,340
internet) $ 9,000
0300 OFFICE EXPENSE
Facility Rent (Fresno Evaluation Center) 1932 $ 31,904
usable square feet x $1.37 per square foot =
$2,647 monthly
3
Revised Exhibit B
Page 4 of 20
Janitorial Service $170 monthly $ 2,040
Computer Maintenance and Services in
Fresno & Electronic file storage and backup $ 6,200
and Microsoft Office annual licenses and email
accounts for FACTS-Fresno
Security System Monitoring $60 quarterly
FACTSTRACK Data Base Software Updates $ 240
and Servicing by Computer Programmer $ 500
Admin Office Expenses (includes
administrative office rent, computer consulting $ 5,180
and computer service at administrative office) $ 46,064
0350 EQUIPMENT
Service Agreement for $ 720
Photo Copier/Fax/Scanner $180 per quarter
Leasing Canon Copier $ 1,100
FACTS-Fresno computer/office
equipment/furniture depreciation $ 4,000
Admin Equipment costs including $ 3,000
administrative office equipment, service
contracts and administrative office equipment $ 8 820
depreciation
0400 UTILITIES
Estimated Electricity ($310 per month) and $ 4,680
Estimated Gas ($80 per month) totaling $390
per month
Admin Utilities $ 1,500 $ 6,180
0450 CONTRACTS - 0 - - 0 -
4
Revised Exhibit B
Page 5 of 20
0500 TRANSPORTATION
Mileage reimbursement for Assessor and Vocational $524
Technician travel to Fresno Regional district offices:
Selma: 44 miles x $0.36 - $15.84 x13 trips = $206
Reedley:68 miles x $0.36 = $24.48 x 13 trips = $318
FACTS Fresno staff mileage for FACTS quarterly Quality $1,313
Assurance meetings x 4 trips (Assessors) & 4 trips
(Vocational Technician/Secretary) = 8 trips total x 456
miles roundtrip to FACTS Thousand Oaks admin office x
$0.36 mileage reimbursement
Lodging in Thousand Oaks for FACTS Fresno staff for
Quality Assurance meetings and other various necessary $ 540
staff stayovers at administrative office occurs an average
of 4 nights annually x $135 per night lodging
Per diem meals when traveling overnight estimate 8
days x $38.50 daily per diem $ 308
Admin Supervisor's leased auto, gas and maintenance
charged through 99 "all split" account, Fresno estimate
of 14% = $151 per month
Admin Lodging —Director of Services and Staff $ 1,811
Development Specialist occurs an average of 6 nights
annually x $125 per night lodging
$ 750 $ 5,246
0550 PROGRAM SUPPLIES
Testing Supplies through 99 "all split" account, Fresno % $ 14,657
Office Supplies
Administrative office supplies $ 2,000
$ 17,257
$ 600
0600 OTHER (INDIRECT COSTS) Capped at 10%
$28,017
TOTAL EXPENSES $280,175
5
Revised Exhibit B
Page 6 of 20
BUDGET SUMMARY: Year 2, FY 2020-2021 (12 Months)
VENDOR NAME: Foster Assessment Center & Testing Service, Inc. (FACTS)
SERVICE COMPONENT (Population and Location) Specialized Assessment Services
for CaIWORKs WTW Participants in the County of Fresno
CATEGORY BUDGET ITEM # TOTAL
Salaries 0100 $ 130,000
Benefits 0150 $ 11,830
Payroll Taxes 0175 $ 12,597
SUBTOTAL: $ 154,427
SERVICES & SUPPLIES
Insurance 0200 $ 5,164
Communications 0250 $ 9,000
Office Expense 0300 $ 46,064
Equipment 0350 $ 8,820
Utilities 0400 $ 6,180
Contracts 0450 $ - 0 -
Transportation 0500 $ 5,246
Program Supplies 0550 $ 17,257
Other (Indirect Costs)/10% Cap 0600 $ 28,017
SUBTOTAL $125,748
TOTAL EXPENSES $280,175
6
Revised Exhibit B
Page 7 of 20
BUDGET PERSONNEL DETAIL: FY 2020-2021
SERVICE COMPONENT (Population and Location): Specialized Assessment
Services for CalWORKs WTW Participants in the County of Fresno
SALARIES
Position % of Time Number of Monthly Salary/ Salary/Wages
On Project Months Hourly Wages Funds Requested
Bilingual, Center Director & Lead Direct D= $60,416
Assessor 95%--- 12 $ 30.58
Admin A= $ 3,180
5%
Secretary & Vocational Direct 100% 12 $ 16.54 D- $34,404
Technician Admin 0% A= - 0 -
Staff Development Specialist: Direct
3% D= $ 2,624
Staff Recruitment; Staff -- 12 $ 42.06 - -
Development and Training Admin
n A= $ 1,750
CEO & Director of Services:
Training of County of Fresno Direct D= $11,376
Staff- Training of FACTS Staff- 7%
12 $ 78.13
Quality Assurance Monitoring;
Supervision of Fresno Director Admin
and Assessment Staff A= $ 6,500
4%
Chief Financial Officer& Direct D= $ 3,250
0
Operations Manager: Supervision 2 ° 12 $ 78.13
.........
of Monthly Budget Invoice Admin A= $ 6,500
4%
TOTAL EXPENSES $130,000
Admin Salaries Total/ $17,930 Total Direct Salaries/ $112,070
BENEFITS
Benefit Item (Calculation) Direct Admin Item Total
401 k Pension Plan (John Hancock) $130,000 x 3.3% $3,698 $592 $4,290
Health Insurance (Blue Shield Med/Dent) $130,000 x 5.8% $6,500 $1,040 $7,540
Total Benefits: $10,198 $1,632 $11,830
TOTAL SALARIES AND BENEFITS: $141,830
7
Revised Exhibit B
Page 8 of 20
BUDGET DETAIL: FY 2020-2021
SERVICE COMPONENT (Population and Location): Specialized Assessment
Services for CaIWORKs WTW Participants in the County of Fresno
BUDGET CATEGORY &
LINE ITEM SUBTOTAL TOTAL
DESCRIPTION/CALCULATION
0175 PAYROLL TAXES
Federal Unemployment Tax $ 840
$7,000 x 2 = $14,000 x .06
FICA/Medicare $130,000 x 7.65% $ 9,945
State Disability Insurance (SDI)
$130,000 x 1.0% $ 1,300
State Unemployment Insurance/ETT
$7,000 x 2 = $14,000 x 2.3% $ 322
Adjustment $ 190 $ 12,597
0200 INSURANCE
Worker's Compensation Liability $ 1,540
Professional Liability $ 420
$ 5,164
General (including Auto/C ber/Theft Liability $ 3,204
0250 COMMUNICATIONS
Postage $60 monthly x 12 months $ 720
FACTS Website - Fresno share via 99 split for $ 120
updates and hosting
Phone & Fax with High Speed Internet Access $ 3,620
$260 monthly x 12 months
Translation Services (Non-English /Non- $ 2,400
Spanish) - Language Line for additional
languages $200 monthly x 12 month
Admin Participant & Job Specialist Feedback
Survey to analyze quality assurance and $ 800
contract compliance provided in Fresno
County annually
Admin Communications (postage, phone, $ 1,340
internet) $ 9,000
0300 OFFICE EXPENSE
$ 31,904
8
Revised Exhibit B
Page 9 of 20
Facility Rent (Fresno Evaluation Center) 1932
usable square feet x $1.37 per square foot =
$2,647 monthly $ 2,040
Janitorial Service $170 monthly $ 6,200
Computer Maintenance and Services in
Fresno & Electronic file storage and backup
and Microsoft Office annual licenses and email
accounts for FACTS-Fresno
Security System Monitoring $60 quarterly $ 240
$ 500
FACTSTRACK Data Base Software Updates
and Servicing by Computer Programmer
$ 5,180
Admin Office Expenses (includes $ 46,064
administrative office rent, computer consulting
and computer service at administrative office)
0350 EQUIPMENT
Service Agreement for $ 720
Photo Copier/Fax/Scanner $180 per quarter
Leasing Canon Copier $ 1,100
FACTS-Fresno computer/office
equipment/furniture depreciation $ 4,000
Admin Equipment costs including $ 3,000
administrative office equipment, service
contracts and administrative office equipment $ 8 820
depreciation
0400 UTILITIES
Estimated Electricity ($310 per month) and $ 4,680
Estimated Gas ($80 per month) totaling $390
per month
Admin Utilities $ 1,500 $ 6,180
0450 CONTRACTS - 0 - - 0 -
9
Revised Exhibit B
Page 10 of 20
0500 TRANSPORTATION
Mileage reimbursement for Assessor and Vocational $524
Technician travel to Fresno Regional district offices:
Selma: 44 miles x $0.36 - $15.84 x13 trips = $206
Reedley:68 miles x $0.36 = $24.48 x 13 trips = $318
FACTS Fresno staff mileage for FACTS quarterly Quality $1,313
Assurance meetings x 4 trips (Assessors) & 4 trips
(Vocational Technician/Secretary) = 8 trips total x 456
miles roundtrip to FACTS Thousand Oaks admin office x
$0.36 mileage reimbursement
Lodging in Thousand Oaks for FACTS Fresno staff for
Quality Assurance meetings and other various necessary $ 540
staff stayovers at administrative office occurs an average
of 4 nights annually x $135 per night lodging
Per diem meals when traveling overnight estimate 8
days x $38.50 daily per diem $ 308
Admin Supervisor's leased auto, gas and maintenance
charged through 99 "all split" account, Fresno estimate
of 14% = $151 per month
Admin Lodging —Director of Services and Staff $ 1,811
Development Specialist occurs an average of 6 nights
annually x $125 per night lodging
$ 750 $ 5,246
0550 PROGRAM SUPPLIES
Testing Supplies through 99 "all split" account, Fresno % $ 14,657
Office Supplies
Administrative office supplies $ 2,000
$ 17,257
$ 600
0600 OTHER (INDIRECT COSTS) Capped at 10%
$28,017
TOTAL EXPENSES $280,175
10 "'
Revised Exhibit B
Page 11 of 20
BUDGET SUMMARY: Year 3, FY 2021-2022 (12 Months)
VENDOR NAME: Foster Assessment Center & Testing Service, Inc. (FACTS)
PROPOSED SERVICE COMPONENT (Population and Location): Specialized
Assessment Services for CaIWORKs WTW Participants in the County of Fresno
CATEGORY BUDGET ITEM # TOTAL
Salaries 0100 $ 130,000
Benefits 0150 $ 11,830
Payroll Taxes 0175 $ 12,597
SUBTOTAL: $ 154,427
SERVICES & SUPPLIES
Insurance 0200 $ 5,164
Communications 0250 $ 9,000
Office Expense 0300 $ 46,064
Equipment 0350 $ 8,820
Utilities 0400 $ 6,180
Contracts 0450 $ - 0 -
Transportation 0500 $ 5,246
Program Supplies 0550 $ 17,257
Other (Indirect Costs)/10% Cap 0600 $ 28,017
SUBTOTAL $125,748
TOTAL EXPENSES $280,175
11
Revised Exhibit B
Page 12 of 20
BUDGET PERSONNEL DETAIL: FY 2021-2022
PROPOSED SERVICE COMPONENT (Population and Location): Specialized
Assessment Services for CalWORKs WTW Participants in the County of Fresno
SALARIES
Position % of Time Number of Monthly Salary/ Salary/Wages
On Project Months Hourly Wages Funds Requested
Bilingual, Center Director & Lead Direct D= $62,320
Assessor 95%
12 $ 31.54
Admin A= $ 3,280
5%
Secretary & Vocational Direct 100% 12 $ 17.41 D- $36,200
Technician Admin 0% A= - 0 -
Staff Development Specialist: Direct 2% D= $ 1,750
Staff Recruitment; Staff - ---- - - 12 $ 42.06 -
Development and Training Admin 2% A= $ 1,750
CEO & Director of Services:
Training of County of Fresno Direct D= $10,075
Staff, Training of FACTS Staff; 6.2%
12 $ 78.13
Quality Assurance Monitoring;
Supervision of Fresno Director
Admin
......... ............
............ .
and Assessment Staff A= $ 6,500
4%
Chief Financial Officer & Direct D= $ 4,875
Operations Manager: Supervision 3% 12 $ 78.13
of Monthly Budget Invoice Admin A= $ 3,250
2%
TOTAL EXPENSES $130,000
Admin Salaries Total/ $14,780 Total Direct Salaries/ $115,220
BENEFITS
Benefit Item (Calculation) Direct Admin Item Total
401 k Pension Plan (John Hancock) $130,000 x 3.3% $3,802 $488 $4,290
Health Insurance (Blue Shield Med/Dent) $130,000 x 5.8% $6,683 $857 $7,540
Total Benefits: $10,485 $1,345 $11,830
TOTAL SALARIES AND BENEFITS: $141,830
12
Revised Exhibit B
Page 13 of 20
BUDGET DETAIL: FY 2021-2022
SERVICE COMPONENT (Population and Location): Specialized Assessment
Services for CaIWORKs WTW Participants in the County of Fresno
BUDGET CATEGORY & SUBTOTAL TOTAL
LINE ITEM DESCRIPTION/CALCULATION
0175 PAYROLL TAXES
Federal Unemployment Tax $ 840
$7,000 x 2 = $14,000 x .06
FICA/Medicare $130,000 x 7.65% $ 9,945
State Disability Insurance (SDI)
$130,000 x 1.0% $ 1,300
State Unemployment Insurance/ETT
$7,000 x 2 = $14,000 x 2.3% $ 322
Adjustment $ 190 $ 12,597
0200 INSURANCE
Worker's Compensation Liability $ 1,540
Professional Liability $ 420
$ 5,164
General including Auto/C ber/Theft Liability $ 3,204
0250 COMMUNICATIONS
$ 720
Postage $60 monthly x 12 months
FACTS Website - Fresno share via 99 split for $ 120
updates and hosting
Phone & Fax with High Speed Internet Access $ 3,620
$260 monthly x 12 months
Translation Services (Non-English /Non- $ 2,400
Spanish) - Language Line for additional
languages $200 monthly x 12 month
Admin Participant & Job Specialist Feedback $ 800
Survey to analyze quality assurance and
contract compliance provided in Fresno
County annually
Admin Communications (postage, phone, $ 1,340
internet) $ 9,000
0300 OFFICE EXPENSE
$ 31,904
13
Revised Exhibit B
Page 14 of 20
Facility Rent (Fresno Evaluation Center) 1932
usable square feet x $1.37 per square foot =
$2,647 monthly $ 2,040
Janitorial Service $170 monthly $ 6,200
Computer Maintenance and Services in
Fresno & Electronic file storage and backup
and Microsoft Office annual licenses and email
accounts for FACTS-Fresno
Security System Monitoring $60 quarterly $ 240
$ 500
FACTSTRACK Data Base Software Updates
and Servicing by Computer Programmer
$ 5,180
Admin Office Expenses (includes $ 46,064
administrative office rent, computer consulting
and computer service at administrative office)
0350 EQUIPMENT
Service Agreement for $ 720
Photo Copier/Fax/Scanner $180 per quarter
Leasing Canon Copier $ 1,100
FACTS-Fresno computer/office
equipment/furniture depreciation $ 4,000
Admin Equipment costs including $ 3,000
administrative office equipment, service
contracts and administrative office equipment $ 8 820
depreciation
0400 UTILITIES
Estimated Electricity ($310 per month) and $ 4,680
Estimated Gas ($80 per month) totaling $390
per month
Admin Utilities $ 1,500 $ 6,180
0450 CONTRACTS - 0 - - 0 -
14
Revised Exhibit B
Page 15 of 20
0500 TRANSPORTATION
Mileage reimbursement for Assessor and Vocational $524
Technician travel to Fresno Regional district offices:
Selma: 44 miles x $0.36 - $15.84 x13 trips = $206
Reedley:68 miles x $0.36 = $24.48 x 13 trips = $318
FACTS Fresno staff mileage for FACTS quarterly Quality $1,313
Assurance meetings x 4 trips (Assessors) & 4 trips
(Vocational Technician/Secretary) = 8 trips total x 456
miles roundtrip to FACTS Thousand Oaks admin office x
$0.36 mileage reimbursement
Lodging in Thousand Oaks for FACTS Fresno staff for
Quality Assurance meetings and other various necessary $ 540
staff stayovers at administrative office occurs an average
of 4 nights annually x $135 per night lodging
Per diem meals when traveling overnight estimate 8
days x $38.50 daily per diem $ 308
Admin Supervisor's leased auto, gas and maintenance
charged through 99 "all split" account, Fresno estimate
of 14% = $151 per month
Admin Lodging —Director of Services and Staff $ 1,811
Development Specialist occurs an average of 6 nights
annually x $125 per night lodging
$ 750 $ 5,246
0550 PROGRAM SUPPLIES
Testing Supplies through 99 "all split" account, Fresno % $ 14,657
Office Supplies
Administrative office supplies $ 2,000
$ 17,257
$ 600
0600 OTHER (INDIRECT COSTS) Capped at 10%
$28,017
TOTAL EXPENSES $280,175
15
Revised Exhibit B
Page 16 of 20
BUDGET SUMMARY: Year 4, FY 2022-2023 (6 months)
VENDOR NAME: Foster Assessment Center & Testing Service, Inc. (FACTS)
PROPOSED SERVICE COMPONENT (Population and Location): Specialized
Assessment Services for CaIWORKs WTW Participants in the County of Fresno
CATEGORY BUDGET ITEM # TOTAL
Salaries 0100 $ 65,000
Benefits 0150 $ 5,915
Payroll Taxes 0175 $ 6,298
SUBTOTAL: $ 77,214
SERVICES & SUPPLIES
Insurance 0200 $ 2,582
Communications 0250 $ 4,500
Office Expense 0300 $ 23,032
Equipment 0350 $ 4,410
Utilities 0400 $ 3,090
Contracts 0450 $ - 0 -
Transportation 0500 $ 2,623
Program Supplies 0550 $ 8,629
Other (Indirect Costs)/10% Cap 0600 $ 14,009
SUBTOTAL $62,874
TOTAL EXPENSES $140,088
16
Revised Exhibit B
Page 17 of 20
BUDGET PERSONNEL DETAIL: FY 2022-2023
PROPOSED SERVICE COMPONENT (Population and Location): Specialized
Assessment Services for CalWORKs WTW Participants in the County of Fresno
SALARIES
Position % of Time Number of Monthly Salary/ Salary/Wages
On Project Months Hourly Wages Funds Requested
Bilingual, Center Director & Lead Direct D= $31 160
Assessor 95% 6 $ 31.54 -
Admin A= $ 1,640
5%
Secretary & Vocational Direct 100% 6 $ 17.41 D= $18,100
_......._......_. ..._ .._.........
Technician Admin 0% A= - 0 -
Staff Development Specialist: Direct 5.7% D= $ 3,313
Staff Recruitment; Staff ..........................._.-_................... 6 $ 56.14
Development and Training Admin 4.3% A= $ 2,500
CEO & Director of Services:
Training of County of Fresno Direct D= $5,037
Staff, Training of FACTS Staff, 6.2%
6 $ 78.13
Quality Assurance Monitoring;
Supervision of Fresno Director ... ....
and Assessment Staff Admin A= $ 3,250
4%
Chief Financial Officer & Direct D= $ 0
Operations Manager: Supervision 3%
0 $ 78.13
of Monthly Budget Invoice Admin A= $ 0
2%
TOTAL EXPENSES $65,000
Admin Salaries Total/ $7,390 Total Direct Salaries/ $57,610
BENEFITS
Benefit Item (Calculation) Direct Admin Item Total
401 k Pension Plan (OneAmerica) $65,000 x 3.3% $1,901 $244 $2,145
Health Insurance (Blue Shield Med/Dent) $65,000 x 5.8% $3341 $429 $3,770
Total Benefits: $5,242 673 $5,915
TOTAL SALARIES AND BENEFITS: $70,915
17
Revised Exhibit B
Page 18 of 20
BUDGET DETAIL: FY 2022-2023
SERVICE COMPONENT (Population and Location): Specialized Assessment
Services for CalWORKs WTW Participants in the County of Fresno
BUDGET CATEGORY &
SUBTOTAL TOTAL
LINE ITEM
DESCRIPTION/CALCULATION
0175 PAYROLL TAXES
Federal Unemployment Tax $ 420
$3,500 x 2 = $7,000 x .06
FICA/Medicare $65,000 x 7.65% $ 4,972
State Disability Insurance (SDI)
$65,000 x 1.0% $ 650
State Unemployment Insurance/ETT
$3,500 x 2 = $7,000 x 2.3% $ 161
Adjustment $ 95 $ 6,298
0200 INSURANCE
Worker's Compensation Liability $ 770
Professional Liability $ 210
$ 2,582
General (including Auto/Theft Liability $ 1,602
0250 COMMUNICATIONS
Postage $60 monthly x 6 months $ 360
FACTS Website - Fresno share via 99 split for $ 60
updates and hosting
Phone & Fax with High-Speed Internet Access $ 1,810
$260 monthly x 6 months
Translation Services (Non-English /Non- $ 1,200
Spanish) - Language Line for additional
languages $200 monthly x 6 months
Admin Participant & Job Specialist Feedback $ 400
Survey to analyze quality assurance and
contract compliance provided in Fresno
County annually
Admin Communications (postage, phone, $ 670
internet) $ 4,500
0300 OFFICE EXPENSE
$ 15,952
18
Revised Exhibit B
Page 19 of 20
Facility Rent (Fresno Evaluation Center) 1932
usable square feet x $1.37 per square foot =
$2,647 monthly $ 1,020
Janitorial Service $170 monthly $ 3,100
Computer Maintenance services, Electronic file
storage and backup, and Microsoft Office
annual licenses and email accounts for
FACTS-Fresno
Security System Monitoring $60 quarterly
$ 120
FACTSTRACK Data Base Software Updates
and Servicing by Computer Programmer $ 250
Admin Office Expenses (includes $ 23,032
administrative office rent, computer consulting
and computer service at administrative office)
$ 2,590
0350 EQUIPMENT
Service Agreement for $ 360
Photo Copier/Fax/Scanner $180 per quarter
Leasing Canon Copier $ 550
FACTS-Fresno computer/office
equipment/furniture depreciation $ 2,000
Admin Equipment costs including $ 1,500
administrative office equipment, service
contracts and administrative office equipment $ 4,410
depreciation
0400 UTILITIES
Estimated Electricity ($310 per month) and $ 2,340
Estimated Gas ($80 per month) totaling $390
per month
Admin Utilities $ 750 $ 3,090
0450 CONTRACTS - 0 - - 0 -
19
Revised Exhibit B
Page 20 of 20
0500 TRANSPORTATION
Mileage reimbursement for Assessor and Vocational $ 262
Technician travel to Fresno Regional district offices:
Selma: 44 miles x $0.36 - $15.84 x 13 trips = $206
Reedley: 68 miles x $0.36 = $24.48 x 13 trips = $318
FACTS Fresno staff mileage for FACTS quarterly Quality $ 656
Assurance meetings x 4 trips (Assessors) & 4 trips
(Vocational Technician/Secretary) = 8 trips total x 456
miles roundtrip to FACTS Thousand Oaks admin office x
$0.36 mileage reimbursement
Lodging in Thousand Oaks for FACTS Fresno staff for
Quality Assurance meetings and other various necessary $ 270
staff stayovers at administrative office occurs an average
of 4 nights annually x $135 per night lodging
Per diem meals when traveling overnight estimate 8
days x $38.50 daily per diem $ 154
Admin Supervisor's leased auto, gas and maintenance
charged through 99 "all split" account, Fresno estimate
of 14% = $151 per month
Admin Lodging —Director of Services and Staff $ 906
Development Specialist occurs an average of 6 nights
annually x $125 per night lodging
$ 375 $ 2,623
0550 PROGRAM SUPPLIES
Testing Supplies through 99 "all split" account, Fresno % $ 7,329
Office Supplies
Administrative office supplies $ 1,000
$ 8,629
$ 300
0600 OTHER (INDIRECT COSTS) Capped at 10%
$ 14,009
TOTAL EXPENSES $ 140,088
20