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HomeMy WebLinkAboutAgreement A-22-208 with Kings View.pdf Agreement No.22-208 1 AGREEMENT 2 3 THIS AGREEMENT is made and entered into this 17th day of May, 2022, by and between the 4 COUNTY OF FRESNO, a Political Subdivision of the State of California, hereinafter referred to as 5 "COUNTY", and KINGS VIEW, a private Non-profit, 501 (c) (3), Organization, whose address is 7170 N 6 Financial Dr, Ste 110, Fresno, CA 93720, hereinafter referred to as "CONTRACTOR" (collectively the 7 "parties"). 8 WITNESSETH: 9 WHEREAS, COUNTY, through its Department of Behavioral Health (DBH), is in need of a qualified 10 agency to operate a Projects for Assistance in Transition from Homelessness (PATH) program to deliver 11 integrated mental health and supportive housing services to adults who are homeless, or who are at 12 imminent risk of becoming homeless, and have a severe mental illness and/or co-occurring disorder, in an 13 effort to enable this population to live in the community and to avoid homelessness, hospitalization and/or 14 jail detention. 15 WHEREAS, COUNTY, through its DBH, is a Mental Health Plan (MHP) as defined in Title 9 of the 16 California Code of Regulations (C.C.R.), section 1810.226; and 17 WHEREAS, CONTRACTOR is qualified and willing to operate said PATH program and provide 18 PATH services pursuant to the terms and conditions of this Agreement. 19 WHEREAS, COUNTY entered into Agreements No. A-21-214 and No. A-21-214-1 with 20 CONTRACTOR, whose legal entity name was incorrectly referred to as "KINGS VIEW CORPORATION." 21 WHEREAS, this Agreement shall be retroactive to July 1, 2021, and shall replace, restate, and 22 supersede Agreements No. A-21-214 and No. A-21-214-1 in their entirety. 23 NOW, THEREFORE, in consideration of the mutual covenants, terms and conditions herein 24 contained, the parties hereto agree as follows: 25 1. SERVICES 26 A. CONTRACTOR shall perform all services and fulfill all responsibilities as set forth in 27 Exhibit A, "Projects for Assistance in Transition from Homelessness (PATH) Program, Scope of 28 -1- 1 Work," attached hereto and by this reference incorporated herein and made part of this 2 Agreement. 3 B. CONTRACTOR shall also perform all services and fulfill all responsibilities as specified in 4 COUNTY's Request for Proposal (RFP) No. 20-044 dated February 19, 2020, Addendum No. 5 One (1) to COUNTY'S RFP No. 20-044 dated March 16, 2020 and Addendum No. Two (2) to 6 COUNTY's RFP NO. 20-044 dated March 19, 2020, herein collectively referred to as COUNTY's 7 Revised RFP, and CONTRACTOR's Response to said Revised RFP dated May 28, 2020, all 8 incorporated herein by reference and made part of this Agreement. In the event of any 9 inconsistency among these documents, the inconsistency shall be resolved by giving 10 precedence in the following order of priority to: 1) this Agreement, including all Exhibits, 2) the 11 Revised RFP, and 3) CONTRACTOR's Response to the Revised RFP. A copy of COUNTY's 12 Revised RFP No. 20-044 and CONTRACTOR's Response thereto shall be retained and made 13 available during the term of this Agreement by COUNTY's DBH Contracted Services Division. 14 C. CONTRACTOR shall participate in monthly, or as needed, workgroup meetings 15 consisting of staff from COUNTY's DBH Administrative unit to discuss PATH requirements, data 16 reporting, training, policies and procedures, overall program operations and any problems or 17 foreseeable problems that may arise. 18 D. CONTRACTOR shall provide Outreach, Engagement, Linkage, and Specialty Mental 19 Health Services in accordance with the vision, mission, and guiding principles of the COUNTY's 20 DBH, as further described in Exhibit B, "Guiding Principles of Care Delivery," attached hereto 21 and by this reference incorporated herein and made part of this Agreement. 22 E. CONTRACTOR shall maintain requirements as an organizational provider throughout the 23 term of this Agreement, as described in Section Fifteen (15) of this Agreement. If for any reason, 24 this status is not maintained, COUNTY may terminate this Agreement pursuant to Section Three 25 (3) of this Agreement. 26 F. It is acknowledged by all parties hereto that COUNTY's DBH Administrative unit shall 27 monitor PATH program operated by CONTRACTOR, in accordance with Section Thirteen (13) of 28 this Agreement. -2- 1 2. TERM 2 The term of this Agreement shall be for a period of three (3) years, commencing on the 1 st day of 3 July, 2021 and terminating on the 30' day of June, 2024. This Agreement may be extended for two (2) 4 additional consecutive twelve (12) month periods upon written approval of both parties no later than thirty 5 (30) days prior to the first day of the next twelve (12) month extension period. The Director or their 6 designee is authorized to execute such written approval on behalf of COUNTY based on CONTRACTOR'S 7 satisfactory performance. The Director or their designee is authorized to execute such written approval on 8 behalf of COUNTY based on CONTRACTOR'S satisfactory performance. 9 This Agreement, subject to satisfactory outcomes performance and subject to available State 10 funding each year, shall automatically be extended for two (2) additional twelve (12) month periods upon 11 the same terms and conditions herein set forth, unless written notice of non-renewal is given by COUNTY 12 or CONTRACTOR or COUNTY's DBH Director or designee, not later than thirty (30) days prior to the close 13 of the current Agreement term. 14 3. TERMINATION 15 A. Non-Allocation of Funds- The terms of this Agreement, and the services to be provided 16 hereunder, are contingent on the approval of funds by the appropriating government agency. 17 Should sufficient funds not be allocated, the services provided may be modified, or this 18 Agreement terminated, at any time by giving the CONTRACTOR thirty (30) days advance 19 written notice. 20 B. Breach of Contract- The COUNTY may immediately suspend or terminate this Agreement 21 in whole or in part, where in the determination of the COUNTY there is: 22 1) An illegal or improper use of funds; 23 2) A failure to comply with any term of this Agreement; 24 3) A substantially incorrect or incomplete report submitted to the COUNTY; 25 4) Improperly performed service. 26 In no event shall any payment by the COUNTY constitute a waiver by the COUNTY of any breach 27 of this Agreement or any default which may then exist on the part of the CONTRACTOR. Neither shall such 28 payment impair or prejudice any remedy available to the COUNTY with respect to the breach or default. -3- 1 The COUNTY shall have the right to demand of the CONTRACTOR the repayment to the COUNTY of any 2 funds disbursed to the CONTRACTOR under this Agreement, which in the judgment of the COUNTY were 3 not expended in accordance with the terms of this Agreement. The CONTRACTOR shall promptly refund 4 any such funds upon demand. 5 C. Without Cause - Under circumstances other than those set forth above, this Agreement may 6 be terminated by COUNTY upon the giving of sixty (60) days advance written notice of an 7 intention to terminate to CONTRACTOR. 8 4. COMPENSATION: 9 COUNTY agrees to pay CONTRACTOR and CONTRACTOR agrees to receive compensation for 10 actual expenditures incurred in accordance with the CONTRACTOR's budget documents approved by the 11 COUNTY's DBH Director or designee and attached hereto as Exhibit C and incorporated herein by this 12 reference. 13 The maximum amount to be paid to CONTRACTOR by COUNTY under this Agreement for the 14 twelve (12) month period, (July 1, 2021 through June 30, 2022), shall not exceed Nine Hundred-Five 15 Thousand, One Hundred Seventy-Two and No/100 Dollars ($905,172). This is comprised of the 16 following funding streams: Three Hundred-Eight Thousand and No/100 Dollars ($308,000.00) in PATH 17 Grant funds, Sixty-Six Thousand, Four Hundred Sixty-Eight and No/100 Dollars ($66,468.00) in HHAP 18 Grant funds, One Hundred Seventy-Two Thousand, Five Hundred Thirty-Three and No/100 Dollars 19 ($172,533.00) in local MHSA funds, One Hundred Twenty-Three Thousand, Two Hundred Sixty-Nine 20 and No/100 Dollars ($123,269.00) in Federal Financial Participation (FFP), One Thousand-Two and 21 No/100 Dollars ($1,002.00) in Client Rents, One Hundred-Forty Thousand and No/100 Dollars 22 ($140,000.00) in CARES Act funds, Ninety-Three Thousand, and Nine Hundred and No/100 Dollars 23 ($93,900.00) in CDBG-CV funds, to offset CONTRACTOR's program costs as set forth in Exhibit C. 24 The maximum amount to be paid to CONTRACTOR by COUNTY under this Agreement for the 25 following twelve (12) month period, (July 1, 2022 through June 30, 2023), shall not exceed One Million, 26 One Hundred Thirty-Eight Thousand, Two Hundred-Seven and No/100 Dollars ($1,138,207.00). This is 27 comprised of the following funding streams: Four Hundred Ninety-nine Thousand, One Hundred Forty- 28 One and No/100 ($499,141.00) in ARPA funds, Three Hundred-Eight Thousand and No/100 Dollars -4- 1 ($308,000.00) in PATH Grant funds, One Hundred Seventy-Two Thousand, Five Hundred Thirty-Three 2 and No/100 Dollars ($172,533.00) in local MHSA funds, One Hundred Fifty-Seven Thousand, Five 3 Hundred Thirty-One and No/100 Dollars in FFP ($157,531.00), and One Thousand-Two and No/100 4 Dollars ($1,002.00) in Client Rents to offset the CONTRACTOR's program costs as set forth in Exhibit 5 C. 6 The maximum amount to be paid to CONTRACTOR by COUNTY under this Agreement for the 7 following twelve (12) month period, (July 1, 2023 through June 30, 2024), shall not exceed One Million, 8 One Hundred Sixty Thousand, Seven Hundred Thirty-Nine, and No/100 Dollars ($1,160,739.00). This is 9 comprised of the following funding streams: Five Hundred Twenty-One Thousand, Six Hundred 10 Seventy-Three and No/100 Dollars ($521,673.00) in ARPA funds, Three Hundred-Eight Thousand and 11 No/100 Dollars ($308,000.00) in PATH Grant funds, One Hundred Seventy-Two Thousand, Five 12 Hundred Thirty-Three and No/100 Dollars ($172,533.00) in local MHSA funds, One Hundred Fifty-Seven 13 Thousand, Five Hundred Thirty-One and No/100 Dollars in FFP ($157,531.00), and One Thousand-Two 14 and No/100 Dollars ($1,002.00) in Client Rents to offset the CONTRACTOR's program costs as set forth 15 in Exhibit C. 16 The maximum amount to be paid to CONTRACTOR by COUNTY under this Agreement for the 17 following twelve (12) month period, (July 1, 2024 through June 30, 2025), shall not exceed Six Hundred 18 Thirty-Nine Thousand, Sixty-Six and No/100 Dollars ($639,066.00). This is comprised of the following 19 funding streams: Three Hundred-Eight Thousand and No/100 Dollars ($308,000.00) in PATH Grant 20 funds, One Hundred Seventy-Two Thousand, Five Hundred Thirty-Three and No/100 Dollars 21 ($172,533.00) in local MHSA funds, One Hundred Fifty-Seven Thousand, Five Hundred Thirty-One and 22 No/100 Dollars in FFP ($157,531.00), One Thousand-Two and No/100 Dollars ($1,002.00) in Client 23 Rents to offset the CONTRACTOR's program costs as set forth in Exhibit C. 24 The maximum amount to be paid to CONTRACTOR by COUNTY under this Agreement for the 25 following twelve (12) month period, (July 1, 2025 through June 30, 2026), shall not exceed Six Hundred 26 Thirty-Nine Thousand, Sixty-Six and No/100 Dollars ($639,066.00). This is comprised of the following 27 funding streams: Three Hundred-Eight Thousand and No/100 Dollars ($308,000.00) in PATH Grant 28 funds, One Hundred Seventy-Two Thousand, Five Hundred Thirty-Three and No/100 Dollars -5- 1 ($172,533.00) in local MHSA funds, One Hundred Fifty-Seven Thousand, Five Hundred Thirty-One and 2 No/100 Dollars in FFP ($157,531.00), and One Thousand-Two and No/100 Dollars ($1,002.00) in Client 3 Rents to offset the CONTRACTOR's program costs as set forth in Exhibit C. 4 In no event shall services performed under this Agreement be in excess of Four Million, Four Hundred 5 Eighty-Two Thousand, Two Hundred Fifty and No/100 Dollars ($4,482,250.00) during the term of this 6 Agreement. It is understood that all expenses incidental to CONTRACTOR'S performance of services 7 under this Agreement shall be borne by CONTRACTOR. 8 It is understood by COUNTY and CONTRACTOR that any Medi-Cal FFP above the amounts stated 9 herein will be used to directly offset COUNTY's contribution of PATH grant and MHSA funds as identified in 10 Exhibit C, and may be used to expand program services to clients and/or increase client program capacity 11 with the written approval of COUNTY's DBH Director. The offset of funds will also be clearly identified in 12 monthly invoices received from CONTRACTOR as further described in Section Five (5) of this Agreement. 13 If CONTRACTOR fails to generate the Medi-Cal revenue and/or client rent payment amounts set 14 forth in Exhibit C, COUNTY shall not be obligated to pay the difference between these estimated amounts 15 and the actual amounts generated. 16 Prior to March 1 st of each contract year, CONTRACTOR may provide to COUNTY's DBH an 17 updated budget and budget narrative in the format identified in Exhibit C for the upcoming twelve (12) 18 month period. Each budget shall require justification by the CONTRACTOR, and written approval of 19 COUNTY's DBH Director or designee, prior to April 1 st for the upcoming twelve (12) month period covered 20 by said budget. An approved updated budget and budget narrative shall become part of this Agreement 21 upon written approval of COUNTY's DBH Director or designee. If said budget is not received by the March 22 1 st due date, the budget for the upcoming twelve (12) month period will remain at the prior year's funding 23 level. The amount of said approved budget shall not exceed the maximum compensation for the current 24 Agreement period. 25 Travel shall be reimbursed based on actual expenditures and mileage reimbursement shall be at 26 CONTRACTOR's adopted rate per mile, not to exceed the Federal Internal Revenue Services (IRS) 27 published rate. 28 If CONTRACTOR fails to comply with any provision of this Agreement, COUNTY shall be relieved -6- 1 of its obligation for further compensation. 2 Payments shall be made by COUNTY to CONTRACTOR in arrears for services provided during the 3 preceding month, within forty-five (45) days after the date of receipt and approval by COUNTY of the 4 monthly invoicing as described in Section Five (5) herein. Payments shall be made after receipt and 5 verification of actual expenditures incurred by CONTRACTOR for monthly program costs, as identified in 6 Exhibit C, in the performance of this Agreement and shall be documented to COUNTY on a monthly basis 7 by the tenth (10th) of the month following the month of said expenditures. 8 COUNTY shall not be obligated to make any payments under this Agreement if the request for 9 payment is received by COUNTY more than sixty (60) days after this Agreement has terminated or expired. 10 All final invoices and/or any final budget modification requests shall be submitted by 11 CONTRACTOR within sixty (60) days following the final month of service for which payment is claimed. No 12 action shall be taken by COUNTY on invoices submitted beyond the sixty (60) day closeout period. Any 13 compensation which is not expended by CONTRACTOR pursuant to the terms and conditions of this 14 Agreement shall automatically revert to COUNTY. 15 The services provided by CONTRACTOR under this Agreement are funded in whole or in part by 16 the State of California. In the event that funding for these services is delayed by the State Controller, 17 COUNTY may defer payments to CONTRACTOR. The amount of the deferred payment shall not exceed 18 the amount of funding delayed by the State Controller to the COUNTY. The period of time of the deferral 19 by COUNTY shall not exceed the period of time of the State Controller's delay of payment to COUNTY plus 20 forty-five (45) days. 21 CONTRACTOR shall be held financially liable for any and all future disallowances/audit exceptions 22 due to CONTRACTOR deficiency discovered through the State audit process and COUNTY utilization 23 review during the course of this Agreement. At COUNTY's election, the disallowed amount will be remitted 24 within forty-five (45) days to COUNTY upon notification or shall be withheld from subsequent payments to 25 CONTRACTOR. CONTRACTOR shall not receive reimbursement for any units of services rendered that 26 are disallowed or denied by the COUNTY's DBH utilization review process or through the State Department 27 of Health Care Services (DHCS) cost report audit settlement process for Medi-Cal eligible clients. 28 Notwithstanding the above, COUNTY must notify CONTRACTOR prior to any State audit process and/or -7- 1 COUNTY utilization review. To the extent allowable by law, CONTRACTOR shall have the right to be 2 present during each phase of any State audit process and/or COUNTY utilization review and shall be 3 provided all documentation related to each phase of any State audit process and/or COUNTY utilization 4 review. Additionally, prior to any disallowances/audit exceptions becoming final, CONTRACTOR shall be 5 given at least ten (10) business days to respond to such proposed disallowances/audit exceptions. 6 It is understood by CONTRACTOR and COUNTY that this Agreement is funded with PATH grant, 7 HHAP grant, MHSA funds, Medi-Call FFP, and client rents funds to serve adults, many of whom have 8 mental health and co-occurring substance use disorders. It is further understood by CONTRACTOR and 9 COUNTY that funds shall be used to support appropriately integrated and documented treatment services 10 for co-occurring mental health and substance use disorders and that integrated services can be 11 documented in assessments, interventions, and program notes documenting linkages and services. 12 5. INVOICING 13 CONTRACTOR shall invoice COUNTY in arrears by the tenth (10t")day of each month for actual 14 expenses incurred during the prior month electronically to: 1) dbhinvoicereview(a-)_fresnocountyca.gov, 2) 15 dbh-invoices(c�fresnocountyca.gov; and 3) dbhcontractedservicesdivision(c�fresnocountyca.gov with a copy 16 to the assigned COUNTY's DBH Staff Analyst. After CONTRACTOR renders service to referred clients, 17 CONTRACTOR shall invoice COUNTY for payment, certify the expenditure, and submit electronic claiming 18 data into COUNTY's electronic information system for all clients, including those eligible for Medi-Cal as 19 well as those that are not eligible for Medi-Cal. Invoices and reports shall be in such detail as acceptable to 20 COUNTY's DBH, as described herein and in Section Fourteen (14) of this Agreement. Billing information 21 must include the client's name, client ID number, date of service, type of mental health service provided, 22 duration of service, client's International Classification of Diseases (ICD) diagnosis, service provider name, 23 units of service provided, rate of service provided, and actual amount of service. No reimbursement for 24 costs incurred by CONTRACTOR for services delivered under this Agreement shall be made until the 25 invoice and supporting documentation is received, verified, and approved by COUNTY's DBH. COUNTY 26 must pay CONTRACTOR before submitting a claim to DHCS for Federal reimbursement for Medi-Cal 27 eligible clients. 28 If CONTRACTOR chooses to utilize the COUNTY's electronic health record system (currently -8- 1 AVATAR, the preferred EHR system by DBH) method as their own full electronic health records system, 2 COUNTY's DBH shall invoice CONTRACTOR in arrears by the fifth (5th) day of each month for the prior 3 month's hosting fee for access to the COUNTY's electronic information system. COUNTY shall invoice 4 CONTRACTOR annually for the annual maintenance and licensing fee for access to the COUNTY's 5 electronic information system. COUNTY shall invoice CONTRACTOR annually for the Reaching Recovery 6 fee, as applicable, for access to the COUNTY's electronic information system. CONTRACTOR shall 7 provide payment for these expenditures to COUNTY's Fresno County Department of Behavioral Health, 8 Accounts Receivable, P.O. Box 712, Fresno, CA 93717-0712, Attention: Business Office, within forty-five 9 (45) days after the date of receipt by CONTRACTOR of the invoicing provided by COUNTY. 10 At the discretion of COUNTY's DBH Director or designee, if an invoice is incorrect or is otherwise not 11 in proper form or substance, COUNTY's DBH Director or designee, shall have the right to withhold payment 12 as to only that portion of the invoice that is incorrect or improper after five (5) days prior notice to 13 CONTRACTOR. CONTRACTOR agrees to continue to provide services for a period of ninety (90) days 14 after notification of an incorrect or improper invoice. If after the ninety (90) day period, the invoice is still not 15 corrected to COUNTY DBH's satisfaction, COUNTY's DBH Director or designee, may elect to terminate 16 this Agreement, pursuant to the termination provisions stated in Section Three (3) of this Agreement. In 17 addition, for invoices received ninety (90) days after the expiration of each term of this Agreement or 18 termination of this Agreement, at the discretion of COUNTY's DBH Director or designee, COUNTY's DBH 19 shall have the right to deny payment of any additional invoices received. 20 CONTRACTOR shall submit monthly invoices and general ledgers to COUNTY's DBH that itemize 21 the line item charges for monthly program costs. Unallowable costs such as lobbying or political donations 22 must be deducted from the monthly invoice reimbursements. The invoices and general ledgers will serve 23 as tracking tools to determine if CONTRACTOR's program costs are in accordance with its budgeted cost. 24 Failure to submit reports and other supporting documentation shall be deemed sufficient cause for 25 COUNTY to withhold payments until there is compliance, as further described in Section Five (5) herein. 26 CONTRACTOR must report all third party collections from other funding sources for Medicare, 27 private insurance, client private pay or any other third party. Monthly invoices for reimbursement must 28 equal the amount due CONTRACTOR less any funding sources not eligible for Federal reimbursement and -9- 1 any other revenues generated by CONTRACTOR (i.e., private insurance, etc.). 2 CONTRACTOR shall submit monthly staffing reports that identify all direct service and support staff, 3 applicable licensure/certifications, and full time hours worked to be used as a tracking tool to determine if 4 CONTRACTOR's program is staffed according to the services provided under this Agreement. 5 CONTRACTOR must maintain financial records for a period of seven (7) years or until any dispute, 6 audit or inspection is resolved, whichever is later. CONTRACTOR will be responsible for any 7 disallowances related to inadequate documentation. 8 CONTRACTOR is responsible for collecting and managing of data in a manner to be determined by 9 DHCS and COUNTY's DBH in accordance with applicable rules and regulations. COUNTY's electronic 10 information system is a critical source of information for purposes of monitoring service volume and 11 obtaining reimbursement. CONTRACTOR must attend the COUNTY's DBH training on equipment 12 reporting for assets, intangible and sensitive minor assets, COUNTY's electronic information system, and 13 related cost reporting. 14 CONTRACTOR shall submit service data into COUNTY's electronic information system within thirty 15 (30) calendar days from the date of services were rendered. 16 CONTRACTOR must provide all necessary data to allow COUNTY to bill Medi-Cal, and any other 17 third-party source, for services and meet State and Federal reporting requirements. The necessary data 18 can be provided by a variety of means, including but not limited to: 1) direct data entry into COUNTY's 19 electronic information system; 2) providing an electronic file compatible with COUNTY's electronic 20 information system; or 3) integration between COUNTY's electronic information system and 21 CONTRACTOR's information system(s). 22 If a client has dual coverage, such as other health coverage (OHC) or Federal Medicare, 23 CONTRACTOR will be responsible for billing the carrier and obtaining a payment/denial or have validation 24 of claiming with no response ninety (90) days after the claim was mailed before the service can be entered 25 into COUNTY's electronic information system. CONTRACTOR must report all third-party collections or 26 revenue for Medicare, third party, client pay, or private pay in each monthly invoice and in the annual cost 27 report that is required to be submitted. A copy of explanation of benefits or CMS 1500 form is required as 28 documentation. CONTRACTOR shall submit monthly invoices for reimbursement that equal the amount -10- 1 due CONTRACTOR less any funding sources not eligible for Federal and State reimbursement. 2 CONTRACTOR must comply with all laws and regulations governing the Federal Medicare program, 3 including, but not limited to: 1)the requirement of the Medicare Act, 42 U.S.C. section 1395 et seq; and 2) 4 the regulation and rules promulgated by the Federal Centers for Medicare and Medicaid Services as they 5 relate to participation, coverage and claiming reimbursement. CONTRACTOR will be responsible for 6 compliance as of the effective date of each Federal, State or local law or regulation specified. 7 Data entry into the COUNTY's electronic information system shall be the responsibility of 8 CONTRACTOR. COUNTY shall monitor the volume of services and cost of services entered into 9 COUNTY's electronic information system. Any and all audit exceptions resulting from the provision and 10 reporting of specialty mental health services by CONTRACTOR shall be the sole responsibility of 11 CONTRACTOR. CONTRACTOR will comply with all applicable policies, procedures, directives and 12 guidelines regarding the use of COUNTY's electronic information system. 13 Medi-Cal and Mental Health Plan Compliance 14 CONTRACTOR shall establish and maintain Medi-Cal certification or become certified within ninety 15 (90) days of the execution of this Agreement through COUNTY's DBH. In addition, CONTRACTOR shall 16 work with COUNTY's DBH to execute the process if not currently certified by COUNTY for credentialing of 17 staff. Service location must be approved by COUNTY's DBH during the Medi-Cal certification process. 18 During this process, the CONTRACTOR shall obtain a legal entity number established by DHCS as this is a 19 requirement for maintaining COUNTY's MHP Organizational Provider status throughout the term of this 20 Agreement. CONTRACTOR shall become Medi-Cal certified prior to providing services to Medi-Cal eligible 21 clients and seeking reimbursement from the COUNTY. CONTRACTOR will not be reimbursed by COUNTY 22 for any services rendered prior to Medi-Cal certification. CONTRACTOR shall comply with any and all 23 requests and directives associated with COUNTY maintaining State Medi-Cal site certification. 24 CONTRACTOR shall provide specialty mental health services in accordance with COUNTY's MHP. 25 CONTRACTOR must comply with the "Fresno County Mental Health Plan Compliance Program and Code 26 of Conduct" set forth in Exhibit D, attached hereto and incorporated herein by reference and made part of 27 this Agreement. 28 CONTRACTOR may provide direct specialty mental health services using unlicensed staff as long -11- 1 as the CONTRACTOR is approved as an Organizational Provider by the COUNTY's MHP and the 2 individual is supervised by licensed staff who meet the Board of Behavioral Sciences requirements for 3 supervision, works within his/her scope, and only delivers allowable direct specialty mental health services. 4 Unlicensed staff must also be credentialed by COUNTY's MHP. 5 It is understood that each service is subject to audit for compliance with Federal and State 6 regulations, and that COUNTY may be making payments in advance of said review. In the event that a 7 service is disapproved, COUNTY may, at its sole discretion, withhold compensation or set off from other 8 payments due the amount of said disapproved services. CONTRACTOR shall be responsible for audit 9 exceptions to ineligible dates of services or incorrect application of utilization review requirements. 10 CONTRACTOR shall comply with any and all requests associated with any State and/or Federal reviews or 11 audits. 12 6. INDEPENDENT CONTRACTOR: 13 In performance of the work, duties and obligations assumed by CONTRACTOR under this 14 Agreement, it is mutually understood and agreed that CONTRACTOR, including any and all of the 15 CONTRACTOR'S officers, agents, and employees will at all times be acting and performing as an 16 independent contractor, and shall act in an independent capacity and not as an officer, agent, servant, 17 employee,joint venturer, partner, or associate of the COUNTY. Furthermore, COUNTY shall have no right 18 to control or supervise or direct the manner or method by which CONTRACTOR shall perform its work and 19 function. However, COUNTY shall retain the right to administer this Agreement so as to verify that 20 CONTRACTOR is performing its obligations in accordance with the terms and conditions thereof. 21 CONTRACTOR and COUNTY shall comply with all applicable provisions of law and the rules and 22 regulations, if any, of governmental authorities having jurisdiction over matters the subject thereof. 23 Because of its status as an independent contractor, CONTRACTOR shall have absolutely no right 24 to employment rights and benefits available to COUNTY employees. CONTRACTOR shall be solely liable 25 and responsible for providing to, or on behalf of, its employees all legally-required employee benefits. In 26 addition, CONTRACTOR shall be solely responsible and save COUNTY harmless from all matters relating 27 to payment of CONTRACTOR'S employees, including compliance with Social Security withholding and all 28 other regulations governing such matters. It is acknowledged that during the term of this Agreement, -12- 1 CONTRACTOR may be providing services to others unrelated to the COUNTY or to this Agreement. 2 7. MODIFICATION 3 Any matters of this Agreement may be modified from time to time by the written consent of all the 4 parties without, in any way, affecting the remainder. 5 Notwithstanding the above, changes to staffing, services, and responsibilities of the 6 CONTRACTOR, as needed, to accommodate changes in the laws relating to mental health treatment, as 7 set forth in Exhibit C, may be made with the signed written approval of COUNTY's DBH Director or 8 designee CONTRACTOR through an amendment approved by COUNTY's Counsel and the COUNTY's 9 Auditor-Controller/Treasurer-Tax Collector's Office. 10 In addition, changes to expense category (i.e., Salary & Benefits, Facilities/Equipment, Operating, 11 Financial Services, Special Expenses, Fixed Assets, etc.) subtotals in the individual program budgets, and 12 changes to the volume of units of service/types of service units to be provided as set forth in Exhibit C, that 13 do not exceed ten percent (10%) of the maximum compensation payable to CONTRACTOR, may be made 14 with the written approval of COUNTY's DBH Director or designee. 15 Modifications shall not result in any change to the maximum compensation amounts payable to 16 CONTRACTOR, as stated in this Agreement 17 8. NON-ASSIGNMENT 18 No party shall assign, transfer or sub-contract this Agreement nor their rights or duties under this 19 Agreement without the prior written consent of COUNTY. 20 9. HOLD HARMLESS 21 CONTRACTOR agrees to indemnify, save, hold harmless, and at COUNTY'S request, defend the 22 COUNTY, its officers, agents, and employees from any and all costs and expenses (including attorney's 23 fees and costs), damages, liabilities, claims, and losses occurring or resulting to COUNTY in connection 24 with the performance, or failure to perform, by CONTRACTOR, its officers, agents, or employees under this 25 Agreement, and from any and all costs and expenses (including attorney's fees and costs), damages, 26 liabilities, claims, and losses occurring or resulting to any person, firm, or corporation who may be injured 27 or damaged by the performance, or failure to perform, of CONTRACTOR, its officers, agents, or 28 employees under this Agreement. -13- 1 CONTRACTOR agrees to indemnify COUNTY for Federal, State of California and/or local audit 2 exceptions resulting from noncompliance herein on the part of CONTRACTOR. 3 10. INSURANCE 4 Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or any third 5 parties, CONTRACTOR, at its sole expense, shall maintain in full force and effect, the following insurance 6 policies or a program of self-insurance, including but not limited to, an insurance pooling arrangement or 7 Joint Powers Agreement (JPA)throughout the term of the Agreement: 8 A. Commercial General Liability 9 Commercial General Liability Insurance with limits of not less than Two Million Dollars 10 ($2,000,000.00) per occurrence and an annual aggregate of Four Million Dollars ($4,000,000.00). This 11 policy shall be issued on a per occurrence basis. COUNTY may require specific coverages including 12 completed operations, products liability, contractual liability, Explosion-Collapse-Underground, fire legal 13 liability or any other liability insurance deemed necessary because of the nature of this contract. 14 B. Automobile Liability 15 Comprehensive Automobile Liability Insurance with limits of not less than Two Million Dollars 16 ($2,000,000.00) per accident for bodily injury and for property damages. Coverage should include any auto 17 used in connection with this Agreement. 18 C. Professional Liability 19 If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W., M.F.C.C.) in 20 providing services, Professional Liability Insurance with limits of not less than One Million Dollars 21 ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) annual aggregate. 22 D. Worker's Compensation 23 A policy of Worker's Compensation insurance as may be required by the California Labor Code. 24 E. Sexual Abuse / Molestation Liability 25 Sexual abuse/molestation liability insurance with limits of not less than One Million Dollars 26 ($1,000,000.00) per occurrence, Two Million Dollars ($2,000,000.00) annual aggregate. This policy 27 shall be issued on a per occurrence basis. 28 -14- 1 In the event, the CONTRACTOR purchases an Umbrella or Excess insurance policy(ies) to meet 2 the "Minimum Limits of Insurance," this insurance policy(ies) shall "follow form" and afford no less 3 coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance 4 policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the COUNTY, its 5 officers, officials, employees, agents and volunteers. 6 F. Real and Personal Property 7 CONTRACTOR shall maintain a policy of insurance for all risk personal property coverage which 8 shall be endorsed naming the County of Fresno as an additional loss payee. The personal property 9 coverage shall be in an amount that will cover the total of the County purchased and owned property, at 10 a minimum, as discussed in Section Twenty (20) of this Agreement. 11 G. All Risk Personal Property 12 CONTRACTOR will provide property coverage for the full replacement value of the County's 13 Personal Property in the possession of Contractor and/or used in the execution of this agreement. 14 County will be identified on an appropriate certificate of insurance as the certificate holder and will be 15 named as an Additional Loss Payee on the Property Insurance Policy. 16 H. Cyber Liability 17 Effective May 17, 2022, CONTRACTOR shall maintain Cyber Liability Insurance, with limits not 18 less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently 19 broad to respond to the duties and obligations as is undertaken by CONTRACTOR in this Agreement 20 and shall include, but not be limited to, claims involving infringement of intellectual property, including 21 but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, 22 information theft, damage to or destruction of electronic information, release of private information, 23 alteration of electronic information, extortion and network security. The policy shall provide coverage for 24 breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses 25 with limits sufficient to respond to these obligations. 26 Definition of Cyber Risks. "Cyber Risks" include but are not limited to (i) Security Breaches, which may 27 include Disclosure of Personal Information to an Unauthorized Third Party; (ii) breach of any of the 28 Contractor's obligations under Section # of this Agreement; (iii) infringement of intellectual property, -15- 1 including but not limited to infringement of copyright, trademark, and trade dress; (iv) invasion of privacy, 2 including release of private information; (v) information theft; (vi) damage to or destruction or alteration 3 of electronic information; (vii) extortion related to the Contractor's obligations under this Agreement 4 regarding electronic information, including Personal Information; (viii) network security; (ix) data breach 5 response costs, including Security Breach response costs; (x) regulatory fines and penalties related to 6 the Contractor's obligations under this Agreement regarding electronic information, including Personal 7 Information; and (xi) credit monitoring expenses. 8 I. Technology Professional Liability(Errors and Omissions) 9 Effective May 17, 2022, CONTRACTOR shall maintain technology professional liability (errors and 10 omissions) with limits of not less than Two Million Dollars ($2,000,000) per occurrence. Coverage must 11 encompass all of the Contractor's obligations under this Agreement, including but not limited to claims 12 involving Cyber Risks. 13 Definition of Cyber Risks. "Cyber Risks" include but are not limited to (i) Security Breaches, 14 which may include Disclosure of Personal Information to an Unauthorized Third Party; (ii) breach of any 15 of the Contractor's obligations under Section # of this Agreement; (iii) infringement of intellectual 16 property, including but not limited to infringement of copyright, trademark, and trade dress; (iv) invasion 17 of privacy, including release of private information; (v) information theft; (vi) damage to or destruction or 18 alteration of electronic information; (vii) extortion related to the Contractor's obligations under this 19 Agreement regarding electronic information, including Personal Information; (viii) network security; (ix) 20 data breach response costs, including Security Breach response costs; (x) regulatory fines and 21 penalties related to the Contractor's obligations under this Agreement regarding electronic information, 22 including Personal Information; and (xi) credit monitoring expenses. 23 Additional Requirements Relating to Insurance 24 CONTRACTOR shall obtain endorsements to the Commercial General Liability insurance naming 25 the County of Fresno, its officers, agents, and employees, individually and collectively, as additional 26 insured, but only insofar as the operations under this Agreement are concerned. Such coverage for 27 additional insured shall apply as primary insurance and any other insurance, or self-insurance, maintained 28 by COUNTY, its officers, agents and employees shall be excess only and not contributing with insurance -16- 1 provided under CONTRACTOR's policies herein. This insurance shall not be cancelled or changed without 2 a minimum of thirty (30) days advance written notice given to COUNTY. 3 CONTRACTOR hereby waives its right to recover from COUNTY, its officers, agents, and 4 employees any amounts paid by the policy of worker's compensation insurance required by this 5 Agreement. CONTRACTOR is solely responsible to obtain any endorsement to such policy that may be 6 necessary to accomplish such waiver of subrogation, but CONTRACTOR's waiver of subrogation under 7 this paragraph is effective whether or not CONTRACTOR obtains such an endorsement. 8 Within Thirty (30) days from the date CONTRACTOR signs and executes this Agreement, 9 CONTRACTOR shall provide certificates of insurance and endorsement as stated above for all of the 10 foregoing policies, as required herein, to the County of Fresno, (Name and Address of the official who will 11 administer this contract or electronically to dbh contracted servicesdivis ion(a)fresnocountyca.gov with a copy 12 to the assigned COUNTY's DBH Staff Analyst), stating that such insurance coverages have been obtained 13 and are in full force; that the County of Fresno, its officers, agents and employees will not be responsible for 14 any premiums on the policies; that such Commercial General Liability insurance names the County of 15 Fresno, its officers, agents and employees, individually and collectively, as additional insured, but only 16 insofar as the operations under this Agreement are concerned; that such coverage for additional insured 17 shall apply as primary insurance and any other insurance, or self-insurance, maintained by COUNTY, its 18 officers, agents and employees, shall be excess only and not contributing with insurance provided under 19 CONTRACTOR's policies herein; and that this insurance shall not be cancelled or changed without a 20 minimum of thirty (30) days advance, written notice given to COUNTY. 21 In the event CONTRACTOR fails to keep in effect at all times insurance coverage as herein 22 provided, the COUNTY may, in addition to other remedies it may have, suspend or terminate this 23 Agreement upon the occurrence of such event. 24 All policies shall be issued by admitted insurers licensed to do business in the State of California, 25 and such insurance shall be purchased from companies possessing a current A.M. Best, Inc. rating of A 26 FSC VI or better. 27 HI 28 11. LICENSES/CERTIFICATES -17- 1 Throughout each term of this Agreement, CONTRACTOR and CONTRACTOR's staff shall 2 maintain all necessary licenses, permits, approvals, certificates, waivers and exemptions necessary for the 3 provision of the services hereunder and required by the laws and regulations of the United States of 4 America, State of California, the County of Fresno, and any other applicable governmental agencies. 5 CONTRACTOR shall notify COUNTY immediately in writing of its inability to obtain or maintain such 6 licenses, permits, approvals, certificates, waivers and exemptions irrespective of the pendency of any 7 appeal related thereto. Additionally, CONTRACTOR and CONTRACTOR's staff shall comply with all 8 applicable laws, rules or regulations, as may now exist or be hereafter changed. 9 12. RECORDS 10 CONTRACTOR shall maintain its records in COUNTY's EHR system (currently Avatar) in 11 accordance with Exhibit E, "Documentation Standards for Client Records," attached hereto and 12 incorporated herein by reference and made part of this Agreement. The client record shall begin with 13 registration and intake and include client authorizations, assessments, plans of care, and progress notes, 14 as well as other documents as approved by the COUNTY's DBH. COUNTY shall be allowed to review 15 records of services provided, including the goals and objectives of the treatment plan, and how the therapy 16 provided is achieving the goals and objectives. If CONTRACTOR determines to maintain its records in 17 COUNTY's EHR system, it shall provide COUNTY's DBH Director, or designee, with a thirty (30) day 18 notice. If at any time CONTRACTOR chooses not to maintain its records in COUNTY's EHR system, it 19 shall provide COUNTY'S DBH Director, or designee, with a thirty (30) day notice and CONTRACTOR will 20 be responsible for obtaining its own system, at its own cost, for Electronic Health Record management. 21 Disclaimer—COUNTY makes no warranty or representation that information entered into the COUNTY's 22 EHR system by CONTRACTOR will be accurate, adequate or satisfactory for CONTRACTOR's own 23 purposes or that any information in CONTRACTOR's possession or control, or transmitted or received by 24 CONTRACTOR, is or will be secure from unauthorized access, viewing, use, disclosure, or breach. 25 CONTRACTOR is solely responsible for client information entered by CONTRACTOR into the COUNTY's 26 EHR system. CONTRACTOR agrees that all Private Health Information (PHI) maintained by 27 CONTRACTOR in COUNTY's EHR system will be maintained in conformance with all Health Insurance 28 Portability and Accountability Act (HIPAA) laws, as stated in Section Eighteen (18), "Health Insurance -18- 1 Portability and Accountability Act". 2 COUNTY shall be allowed to review all records of services provided, including the goals and 3 objectives of the treatment plan, and how the therapy provided is achieving the goals and objectives. All 4 mental health records shall be considered the property of the COUNTY and shall be retained by the 5 COUNTY upon termination or expiration of this Agreement. 6 13. REPORTS 7 A. Outcome Reports 8 CONTRACTOR shall submit to COUNTY's DBH service outcome reports as requested by 9 COUNTY's DBH. Outcome reports and outcome requirements are subject to change at COUNTY's 10 DBH discretion. 11 CONTRACTOR shall submit to COUNTY's designated Staff Analyst, quarterly and annual 12 reports detailing the status of meeting objectives as stated and described in Exhibit F, attached hereto 13 and incorporated herein by reference. COUNTY will require an explanation of any deviation greater than 14 10% from the stated objective. 15 B. PATH Annual Report 16 COUNTY is responsible for providing an annual report to the State which will describe and 17 evaluate the PATH program for essential planning purposes, maintaining program accountability, and 18 monitoring. Therefore, CONTRACTOR is required to submit to the COUNTY's DBH Director or 19 Designee data in accordance with Exhibit G, "PATH PDX Annual Report," attached hereto and 20 incorporated herein by reference. 21 C. Additional Reports 22 CONTRACTOR shall also furnish to COUNTY such statements, records, reports, data, and other 23 information as COUNTY's DBH may request pertaining to matters covered by this Agreement. In the 24 event that CONTRACTOR fails to provide such reports or other information required hereunder, it shall 25 be deemed sufficient cause for COUNTY to withhold monthly payments until there is compliance. In 26 addition, CONTRACTOR shall provide written notification and explanation to COUNTY within five (5) 27 days of any funds received from another source to conduct the same services covered by this 28 Agreement. -19- 1 D. Cost Report 2 CONTRACTOR agrees to submit a complete and accurate detailed cost report on an annual 3 basis for each fiscal year ending June 30th in the format prescribed by the DHCS for the purposes of 4 Short Doyle Medi-Cal reimbursements and total costs for programs. The cost report will be the source 5 document for several phases of settlement with the DHCS for the purposes of Short Doyle Medi-Cal 6 reimbursement. CONTRACTOR shall report costs under their approved legal entity number established 7 during the Medi-Cal certification process. The information provided applies to CONTRACTOR for 8 program related costs for services rendered to Medi-Cal and non-Medi-Cal clients. CONTRACTOR will 9 remit a schedule to provide the required information on published charges (PC) for all authorized 10 services. The report will serve as a source document to determine their usual and customary charge 11 prevalent in the public mental health sector that is used to bill the general public, insurers, or other non- 12 Medi-Cal third party payers during the course of business operations. CONTRACTOR must report all 13 collections for Medi-Cal/Medicare services and collections. The CONTRACTOR shall also submit with 14 the cost report a copy of the CONTRACTOR's general ledger that supports revenues and expenditures 15 and reconciled detailed report of reported total units of services rendered under this Agreement to the 16 units of services reported by CONTRACTOR to COUNTY's electronic information system. 17 Cost Reports must be submitted to the COUNTY as a hard copy with a signed cover letter and 18 electronic copy of completed DHCS cost report form along with requested support documents following 19 each fiscal year ending June 30th. During the month of September of each year this Agreement is 20 effective, COUNTY will issue instructions of the annual cost report which indicates the training session, 21 DHCS cost report template worksheets, and deadlines to submit, as determined by State DHCS 22 annually. CONTRACTOR shall remit a hard copy of cost report to County of Fresno, Attention: Cost 23 Report Team, PO BOX 45003, Fresno CA 93718. CONTRACTOR shall remit the electronic copy or any 24 inquiries to DBHcostreportteam@fresnocountyca.gov. 25 All Cost Reports must be prepared in accordance with General Accepted Accounting Principles 26 (GAAP) and Welfare and Institutions Code §§ 5651(a)(4), 5664(a), 5705(b)(3) and 5718(c). 27 Unallowable costs such as lobby or political donations must be deducted on the cost report and invoice 28 reimbursement. -20- 1 If the CONTRACTOR does not submit the cost report by the deadline, including any extension 2 period granted by the COUNTY, the COUNTY may withhold payments of pending invoicing under 3 compensation until the cost report has been submitted and clears COUNTY desk audit for 4 completeness. 5 E. Settlements with State Department of Health Care Services (DHCS) 6 During the term of this Agreement and thereafter, COUNTY and CONTRACTOR agree to settle 7 dollar amounts disallowed or settled in accordance with DHCS audit settlement findings related to the 8 reimbursement provided under this Agreement. CONTRACTOR will participate in the several phases of 9 settlements between COUNTY/CONTRACTOR and DHCS. The phases of initial cost reporting for 10 settlement according to State reconciliation of records for paid Medi-Cal services and audit settlement 11 are: State DHCS audit 1) initial cost reporting — after an internal review by COUNTY, the COUNTY files 12 the cost report with State DHCS on behalf of CONTRACTOR's legal entity for the fiscal year; 2) 13 Settlement— State reconciliation of records for paid Medi-Cal services, approximately 18 to 36 months 14 following the State close of the fiscal year, DHCS will send notice for any settlement under this provision 15 to COUNTY; and 3) Audit Settlement-State DHCS audit. After final reconciliation and settlement DHCS 16 may conduct a review of medical records, cost report along with support documents submitted to 17 COUNTY in initial submission to determine accuracy and may disallow costs and/or units of services. 18 COUNTY may choose to appeal and therefore reserves the right to defer payback settlement with 19 CONTRACTOR until resolution of the appeal. DHCS Audits will follow Federal Medicaid procedures for 20 managing overpayments. 21 If at the end of the Audit Settlement, COUNTY determines that it overpaid CONTRACTOR, it will 22 require CONTRACTOR to repay the Medi-Cal related overpayment back to COUNTY. Funds owed to 23 COUNTY will be due within forty-five (45) days of notification by COUNTY, or COUNTY shall withhold 24 future payments until all excess funds have been recouped by means of an offset against any payments 25 then or thereafter owing to COUNTY under this or any other Agreement between the COUNTY and 26 CONTRACTOR. 27 14. MONITORING 28 -21- 1 CONTRACTOR agrees to extend to COUNTY's staff, COUNTY's DBH Director, and the State 2 Department of Health Care Services or their designees, the right to review and monitor records, 3 services, or procedures, at any time, in regard to clients, as well as the overall operation of 4 CONTRACTOR's performance, in order to ensure compliance with the terms and conditions of this 5 Agreement. 6 15. REFERENCES TO LAWS AND RULES 7 In the event any law, regulation, or policy referred to in this Agreement is amended during the 8 term thereof, the parties hereto agree to comply with the amended provision as of the effective date of 9 such amendment. 10 16. COMPLIANCE WITH STATE REQUIREMENTS 11 CONTRACTOR recognizes that COUNTY operates its mental health programs under an 12 agreement with the State of California Department Health Care Services, and that under said agreement 13 the State imposes certain requirements on COUNTY and its subcontractors. CONTRACTOR shall adhere 14 to all State requirements, including those identified in Exhibit H, "State Mental Health Requirements", 15 attached hereto and by this reference incorporated herein and made part of this Agreement. 16 17. COMPLIANCE WITH STATE MEDI-CAL REQUIREMENTS 17 CONTRACTOR shall be required to maintain organizational provider certification by COUNTY. 18 CONTRACTOR must meet Medi-Cal organization provider standards as listed in Exhibit I, "Compliance 19 with State Medi-Cal Requirements", attached hereto and by this reference incorporated herein and made 20 part of this Agreement. It is acknowledged that all references to Organizational Provider and/or Provider in 21 Exhibit G/I shall refer to CONTRACTOR. 22 CONTRACTOR shall inform every client of their rights under the COUNTY's Mental Health Plan as 23 described in Exhibit J, "Mental Health Plan Grievances and Appeals Process", attached hereto and by this 24 reference incorporated herein and made part of this Agreement. 25 CONTRACTOR shall also file an incident report for all incidents involving clients, following the 26 COUNTY's DBH "Incident Reporting and Intensive Analysis" policy and procedure guide and using the 27 "Incident Report" protocol and user guide identified in Exhibit K, attached hereto and by this reference 28 incorporated herein and made part of this Agreement. -22- 1 18. CONFIDENTIALITY 2 All services performed by CONTRACTOR under this Agreement shall be in strict conformance with 3 all applicable Federal, State of California and/or local laws and regulations relating to confidentiality. 4 19. HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT 5 COUNTY and CONTRACTOR each consider and represent themselves as covered entities as 6 defined by the U.S. Health Insurance Portability and Accountability Act of 1996, Public Law 104-191 7 (HIPAA) and agree to use and disclose Protected Health Information (PHI) as required by law. 8 COUNTY and CONTRACTOR acknowledge that the exchange of PHI between them is only for 9 treatment, payment, and health care operations. 10 COUNTY and CONTRACTOR intend to protect the privacy and provide for the security of PHI 11 pursuant to the Agreement in compliance with HIPAA, the Health Information Technology for Economic and 12 Clinical Health Act, Public Law 111-005 (HITECH), and regulations promulgated thereunder by the U.S. 13 Department of Health and Human Services (HIPAA Regulations) and other applicable laws. As part of the 14 HIPAA Regulations, the Privacy Rule and the Security Rule require CONTRACTOR to enter into a contract 15 containing specific requirements prior to the disclosure of PHI, as set forth in, but not limited to, Title 45, 16 Sections 164.314(a), 164.502(e) and 164.504(e) of the Code of Federal Regulations. 17 20. DATA SECURITY 18 For the purpose of preventing the potential loss, misappropriation or inadvertent access, viewing, 19 use or disclosure of COUNTY data including sensitive or personal client information; abuse of COUNTY 20 resources; and/or disruption to COUNTY operations, individuals and/or agencies that enter into a 21 contractual relationship with COUNTY for the purpose of providing services under this Agreement must 22 employ adequate data security measures to protect the confidential information provided to 23 CONTRACTOR by COUNTY, including but not limited to the following: 24 A. CONTRACTOR-Owned Mobile, Wireless, or Handheld Devices 25 CONTRACTOR may not connect to COUNTY networks via personally-owned mobile, wireless or 26 handheld devices, unless the following conditions are met: 27 1. CONTRACTOR has received authorization by COUNTY for telecommuting 28 purposes; -23- 1 2. Current virus protection software is in place; 2 3. Mobile device has the remote wipe feature enable; and 3 4. A secure connection is used. 4 B. CONTRACTOR-Owned Computers or Computer Peripherals 5 CONTRACTOR may not bring contractor-owned computers or computer peripherals into 6 COUNTY for use without prior authorization from COUNTY's Chief Information Officer and/or 7 designee(s), including but not limited to mobile storage devices. If data is approved to be transferred, 8 data must be encrypted and stored on a secure server approved by COUNTY and transferred by means 9 of a Virtual Private Network (VPN) connection, or another type of secure connection. 10 C. COUNTY-Owned Computer Equipment 11 CONTRACTOR may not use COUNTY computers or computer peripherals on non-County 12 premises without prior authorization from COUNTY's Chief Information Officer and/or designee(s). 13 D. CONTRACTOR may not store COUNTY's private, confidential or sensitive data on any hard-disk 14 drive, portable storage device, or remote storage installation unless encrypted. 15 E. CONTRACTOR shall be responsible to employ strict controls to ensure the integrity and security of 16 COUNTY's confidential information and prevent unauthorized access, viewing, use, or disclosure of 17 data maintained in computer files, program documentation, data processing systems, data files, and 18 data processing equipment which stores or processes COUNTY data internally and externally. 19 F. Confidential client information transmitted to one party by the other by means of electronic 20 transmissions must be encrypted according to Advanced Encryption Standards (AES) of 128 BIT or 21 higher. Additionally, a password or pass phrase must be utilized. 22 G. CONTRACTOR is responsible to immediately notify COUNTY of any violations, breaches or 23 potential breaches of security related to COUNTY's confidential information, data maintained in 24 computer files, program documentation, data processing systems, data files and data processing 25 equipment which stores or processes COUNTY data internally or externally. 26 H. COUNTY shall provide oversight to CONTRACTOR's response to all incidents arising from a 27 possible breach of security related to COUNTY's confidential client information provided to 28 CONTRACTOR. CONTRACTOR will be responsible to issue any notification to affected individuals -24- 1 as required by law or as deemed necessary by COUNTY in its sole discretion. CONTRACTOR will 2 be responsible for all costs incurred as a result of providing the required notification. 3 21. PROPERTY OF COUNTY 4 A. COUNTY and CONTRACTOR recognize that fixed assets are tangible and intangible 5 property obtained or controlled under COUNTY for use in operational capacity and will 6 benefit COUNTY for a period more than one year. Depreciation of the qualified items will 7 be on a straight-line basis. 8 For COUNTY purposes, fixed assets must fulfill three (3) qualifications: 9 1. Have a life span of over one year; 10 2. Is not a repair part; and 11 3. Must be valued at or greater than the capitalization thresholds for the asset 12 type. 13 Asset Type Threshold 14 Land $0 15 Buildings and Improvements $100,000 16 Infrastructure $100,000 17 Tangible $5,000 18 - Equipment 19 - Vehicles 20 Intangible $100,000 21 - Internally Generated Software 22 - Purchased Software 23 - Easements 24 - Patents 25 Capital Lease $5,000 26 Qualified fixed asset equipment is to be reported and approved by COUNTY. If it is approved 27 and identified as an asset, it will be tagged with a COUNTY program number. A Fixed Asset Log, 28 attached hereto as Exhibit L and by this reference incorporated herein and made part of this Agreement, -25- 1 will be maintained by COUNTY's Asset Management System and annually inventoried until the asset is 2 fully depreciated. During the terms of this Agreement, CONTRACTOR's fixed assets may be 3 inventoried in comparison to COUNTY's DBH Asset Inventory System. 4 Certain purchases less than Five Thousand and No/100 Dollars ($5,000.00) but more than One 5 Thousand and No/100 Dollars ($1,000.00), with over one year life span, and/or are mobile and high risk 6 of theft or loss are sensitive assets. Such sensitive items are not limited to computers, copiers, 7 televisions, cameras and other sensitive items as determined by COUNTY's DBH Director or designee. 8 CONTRACTOR will maintain a tracking system on the items on Exhibit L. Items are not required to be 9 capitalized or depreciated and are subject to annual inventory for compliance. 10 B. Assets shall be retained by COUNTY, as COUNTY property, in the event this Agreement is 11 terminated or upon expiration of this Agreement. CONTRACTOR agrees to participate in an annual 12 inventory of all COUNTY fixed and inventoried assets. Upon termination or expiration of this 13 Agreement, CONTRACTOR shall be physically present when fixed and inventoried assets are 14 returned to COUNTY possession. CONTRACTOR is responsible for returning to COUNTY all 15 COUNTY-owned undepreciated fixed and inventoried assets, or the monetary value of said assets 16 if unable to produce the assets at the expiration or termination of this Agreement. 17 CONTRACTOR further agrees to the following: 18 1. Maintain all items of equipment in good working order and condition, normal 19 wear and tear is expected; 20 2. Label all items of equipment with COUNTY assigned program number, perform 21 periodic inventories as required by COUNTY, and maintain an inventory list showing 22 where and how the equipment is being used, in accordance with procedures developed 23 by COUNTY. All such lists shall be submitted to COUNTY within ten (10) days of any 24 request therefore; and 25 3. Report in writing to COUNTY immediately after discovery, the loss or theft of 26 any items of equipment. For stolen items, the local law enforcement agency must be 27 contacted and a copy of the police report submitted to COUNTY. 28 -26- 1 C. The purchase of any equipment by CONTRACTOR with funds provided hereunder shall require the 2 prior written approval of COUNTY's DBH, shall fulfill the provisions of this Agreement as 3 appropriate, and must be directly related to CONTRACTORS services or activities under the terms 4 of this Agreement. COUNTY's DBH may refuse reimbursement for any costs resulting from 5 equipment purchased, which are incurred by CONTRACTOR, if prior written approval has not been 6 obtained from COUNTY. 7 D. CONTRACTOR shall be the registered owner of two (2) vehicles, including equipped vans, and one 8 (1) shower trailer purchased for the PATH Program in A-15-257 with the COUNTY as first 9 lienholder. In the event of termination of this Agreement, COUNTY will immediately invoke the right 10 to repossession of the vehicles and shower trailer, which were purchased through this Agreement, 11 and CONTRACTOR shall cooperate with COUNTY, including but not limited to making vehicles 12 available at 4551 E. Hamilton, Fresno, CA 93702 and immediately transferring title in the vehicles 13 and shower trailer to COUNTY. 14 E. CONTRACTOR must obtain prior written approval from COUNTY's DBH whenever there is any 15 modification or change in the use of any property acquired or improved, in whole or in part, using 16 funds under this Agreement. If any real or personal property acquired or improved with said funds 17 identified herein is sold and/or is utilized by CONTRACTOR for a use which does not qualify under 18 this Agreement, CONTRACTOR shall reimburse COUNTY in an amount equal to the current fair 19 market value of the property, less any portion thereof attributable to expenditures of funds not 20 provided under this Agreement. These requirements shall continue in effect for the life of the 21 property. In the event this Agreement expires, or terminates, the requirements for this Section shall 22 remain in effect for activities or property funded with said funds, unless action is taken by the State 23 government to relieve COUNTY of these obligations. 24 25 26 22. NON-DISCRIMINATION 27 During the performance of this Agreement, CONTRACTOR and its subcontractors shall not deny 28 the contract's benefits to any person on the basis of race, religious creed, color, national origin, -27- 1 ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, 2 gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor 3 shall they discriminate unlawfully against any employee or applicant for employment because of race, 4 religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, 5 genetic information, marital status, sex, gender identity, gender expression, age, sexual orientation, or 6 military and veteran status. 7 CONTRACTOR shall ensure that the evaluation and treatment of employees and applicants for 8 employment are free of such discrimination. CONTRACTOR and subcontractors shall comply with the 9 provisions of the Fair Employment and Housing Act (Gov. Code §12800 et seq.), the regulations 10 promulgated thereunder(Cal. Code Regs., tit. 2, §11000 et seq.), the provisions of Article 9.5, Chapter 11 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code §11135-11139.5), and the regulations 12 or standards adopted by the awarding state agency to implement such article. CONTRACTOR shall 13 permit access by representatives of the Department of Fair Employment and Housing and the awarding 14 state agency upon reasonable notice at any time during the normal business hours, but in no case less 15 than twenty-four (24) hours notice, to such of its books, records, accounts, and all other sources of 16 information and its facilities as said department or agency shall require to ascertain compliance with this 17 clause. CONTRACTOR and its subcontractors shall give written notice of their obligations under this 18 clause to labor organizations with which they have a collective bargaining or other agreement. (See 19 Cal. Code Regs., tit. 2, §11105.) CONTRACTOR shall include the non-discrimination and compliance 20 provisions of this clause in all subcontracts to perform work under this Agreement. 21 23. CULTURAL COMPETENCY 22 As related to Cultural and Linguistic Competence: 23 A. CONTRACTOR shall not discriminate against beneficiaries based on race, color, national 24 origin, sex, disability, or religion. CONTRACTOR shall ensure that a limited and/or no 25 English proficient beneficiary is entitled to equal access and participation in federally funded 26 programs through the provision of comprehensive and quality bilingual services pursuant to 27 Title 6 of the Civil Rights Act of 1964 (42 U.S.C. Section 2000d, and 45 C.F.R. Part 80) and 28 Executive Order 12250 of 1979. -28- 1 B. CONTRACTOR shall comply with requirements of policies and procedures for ensuring 2 access and appropriate use of trained interpreters and material translation services for all 3 limited and/or no English proficient beneficiaries, including, but not limited to, assessing the 4 cultural and linguistic needs of the beneficiaries, training of staff on the policies and 5 procedures, and monitoring its language assistance program. CONTRACTOR's policies and 6 procedures shall ensure compliance of any subcontracted providers with these requirements. 7 C. CONTRACTOR shall notify its beneficiaries that oral interpretation is available for any 8 language and written translation is available in prevalent languages and that auxiliary aids 9 and services are available upon request, at no cost and in a timely manner for limited and/or 10 no English proficient beneficiaries and/or beneficiaries with disabilities. CONTRACTOR shall 11 avoid relying on an adult or minor child accompanying the beneficiary to interpret or facilitate 12 communication; however, if the beneficiary refuses language assistance services, the 13 CONTRACTOR must document the offer, refusal and justification in the beneficiary's file. 14 D. CONTRACTOR shall ensure that employees, agents, subcontractors, and/or partners who 15 interpret or translate for a beneficiary or who directly communicate with a beneficiary in a 16 language other than English (1) have completed annual training provided by COUNTY at no 17 cost to CONTRACTOR; (2) have demonstrated proficiency in the beneficiary's language; (3) 18 can effectively communicate any specialized terms and concepts specific to 19 CONTRACTOR's services; and (4) adheres to generally accepted interpreter ethic principles. 20 As requested by COUNTY, CONTRACTOR shall identify all who interpret for or provide 21 direct communication to any program beneficiary in a language other than English and 22 identify when the CONTRACTOR last monitored the interpreter for language competence. 23 E. CONTRACTOR shall submit to COUNTY for approval, within ninety (90) days from date of 24 contract execution, CONTRACTOR's plan to address all fifteen (15) National Standards for 25 Culturally and Linguistically Appropriate Service (CLAS), as published by the Office of 26 Minority Health and set forth in Exhibit M "National Standards on Culturally and Linguistically 27 Appropriate Services," attached hereto and incorporated herein by reference and made part 28 of this agreement. As the CLAS standards are updated, CONTRACTOR's plan must be -29- 1 updated accordingly. As requested by COUNTY, CONTRACTOR shall be responsible for 2 conducting an annual CLAS self-assessment and providing the results of the self- 3 assessment to the COUNTY. The annual CLAS self-assessment instruments shall be 4 reviewed by the COUNTY and revised as necessary to meet the approval of the COUNTY. 5 F. Cultural competency training for CONTRACTOR staff should be substantively integrated into 6 health professions education and training at all levels, both academically and functionally, 7 including core curriculum, professional licensure, and continuing professional development 8 programs. As requested by COUNTY, CONTRACTOR shall report on the completion of 9 cultural competency trainings to ensure direct service providers are completing a minimum of 10 one (1) cultural competency training annually. 11 G. CONTRACTOR shall create and sustain a forum that includes staff at all agency levels to 12 discuss cultural competence. COUNTY encourages a representative from CONTRACTOR's 13 forum to attend COUNTY's Cultural Humility Committee. 14 24. AMERICANS WITH DISABILITIES ACT 15 CONTRACTOR agrees to ensure that deliverables developed and produced, pursuant to this 16 Agreement, shall comply with the accessibility requirements of Section 508 of the Rehabilitation Act and 17 the Americans with Disabilities Act of 1973 as amended (29 U.S.C. § 794 (d)), and regulations 18 implementing that Act as set forth in Part 1194 of Title 36 of the Code of Federal Regulations. In 1998, 19 Congress amended the Rehabilitation Act of 1973 to require Federal agencies to make their electronic 20 and information technology (EIT) accessible to people with disabilities. California Government Code 21 section 11135 codifies section 508 of the Act requiring accessibility of electronic and information 22 technology. 23 25. TAX EQUITY AND FISCAL RESPONSIBILITY ACT 24 To the extent necessary to prevent disallowance of reimbursement under section 1861(v)(1) (1) 25 of the Social Security Act, (42 U.S.C. § 1395x, subd. (v)(1)[1]), until the expiration of four (4) years after 26 the furnishing of services under this Agreement, CONTRACTOR shall make available, upon written 27 request to the Secretary of the United States Department of Health and Human Services, or upon 28 request to the Comptroller General of the United States General Accounting Office, or any of their duly -30- 1 authorized representatives, a copy of this Agreement and such books, documents, and records as are 2 necessary to certify the nature and extent of the costs of these services provided by CONTRACTOR 3 under this Agreement. CONTRACTOR further agrees that in the event CONTRACTOR carries out any 4 of its duties under this Agreement through a subcontract, with a value or cost of Ten Thousand and 5 No/100 Dollars ($10,000.00) or more over a twelve (12) month period, with a related organization, such 6 Agreement shall contain a clause to the effect that until the expiration of four (4) years after the 7 furnishing of such services pursuant to such subcontract, the related organizations shall make available, 8 upon written request to the Secretary of the United States Department of Health and Human Services, 9 or upon request to the Comptroller General of the United States General Accounting Office, or any of 10 their duly authorized representatives, a copy of such subcontract and such books, documents, and 11 records of such organization as are necessary to verify the nature and extent of such costs. 12 26. SINGLE AUDIT CLAUSE 13 A. If CONTRACTOR expends Seven Hundred Fifty Thousand and No/100 Dollars ($750,000.00) or 14 more in Federal and Federal flow-through monies, CONTRACTOR agrees to conduct an annual 15 audit in accordance with the requirements of the Single Audit Standards as set forth in Office of 16 Management and Budget (OMB) 2 CFR 200. CONTRACTOR shall submit said audit and 17 management letter to COUNTY. The audit must include a statement of findings or a statement that 18 there were no findings. If there were negative findings, CONTRACTOR must include a corrective 19 action plan signed by an authorized individual. CONTRACTOR agrees to take action to correct any 20 material non-compliance or weakness found as a result of such audit. Such audit shall be delivered 21 to COUNTY's DBH Finance Division for review within nine (9) months of the end of any fiscal year 22 in which funds were expended and/or received for the program. Failure to perform the requisite 23 audit functions as required by this Agreement may result in COUNTY performing the necessary 24 audit tasks, or at COUNTY's option, contracting with a public accountant to perform said audit, or 25 may result in the inability of COUNTY to enter into future agreements with CONTRACTOR. All 26 audit costs related to this Agreement are the sole responsibility of CONTRACTOR. 27 B. A single audit report is not applicable if CONTRACTOR's Federal contracts do not exceed the 28 Seven Hundred Fifty Thousand and No/100 Dollars ($750,000.00) requirement or CONTRACTOR's -31- 1 only funding is through Drug-related Medi-Cal. If a single audit is not applicable, a program audit 2 must be performed and a program audit report with management letter shall be submitted by 3 CONTRACTOR to COUNTY as a minimum requirement to attest to CONTRACTOR solvency. 4 Said audit report shall be delivered to COUNTY's DBH Finance Division for review no later than 5 nine (9) months after the close of the fiscal year in which the funds supplied through this Agreement 6 are expended. Failure to comply with this Act may result in COUNTY performing the necessary 7 audit tasks or contracting with a qualified accountant to perform said audit. All audit costs related to 8 this Agreement are the sole responsibility of CONTRACTOR who agrees to take corrective action to 9 eliminate any material noncompliance or weakness found as a result of such audit. Audit work 10 performed by COUNTY under this paragraph shall be billed to CONTRACTOR at COUNTY cost, as 11 determined by COUNTY's Auditor-Controller/Treasurer-Tax Collector. 12 C. CONTRACTOR shall make available all records and accounts for inspection by COUNTY, the State 13 of California, if applicable, the Comptroller General of the United States, the Federal Grantor 14 Agency, or any of their duly authorized representatives, at all reasonable times for a period of at 15 least three (3) years following final payment under this Agreement or the closure of all other pending 16 matters, whichever is later. 17 27. COMPLIANCE 18 CONTRACTOR agrees to comply with COUNTY's Contractor Code of Conduct and Ethics and 19 the COUNTY's Compliance Program in accordance with Exhibit D. Within thirty (30) days of entering 20 into this Agreement with COUNTY, CONTRACTOR shall have all of CONTRACTOR's employees, 21 agents, and subcontractors providing services under this Agreement certify in writing, that he or she has 22 received, read, understood, and shall abide by the Contractor Code of Conduct and Ethics. 23 CONTRACTOR shall ensure that within thirty (30) days of hire, all new employees, agents, and 24 subcontractors providing services under this Agreement shall certify in writing that they have received, 25 read, understood, and shall abide by the Contractor Code of Conduct and Ethics. CONTRACTOR 26 understands that the promotion of and adherence to the Contractor Code of Conduct is an element in 27 evaluating the performance of CONTRACTOR and its employees, agents, and subcontractors. 28 -32- 1 Within thirty (30) days of entering into this Agreement, and annually thereafter, all employees, 2 agents, and subcontractors providing services under this Agreement shall complete general compliance 3 training, and appropriate employees, agents, and subcontractors shall complete documentation and 4 billing or billing/reimbursement training. All new employees, agents, and subcontractors shall attend the 5 appropriate training within thirty (30) days of hire. Each individual who is required to attend training shall 6 certify in writing that he or she has received the required training. The certification shall specify the type 7 of training received and the date received. The certification shall be provided to COUNTY's DBH 8 Compliance Officer at 1925 E. Dakota Ave, Fresno, California 93726. CONTRACTOR agrees to 9 reimburse COUNTY for the entire cost of any penalty imposed upon COUNTY by the Federal 10 Government as a result of CONTRACTOR's violation of the terms of this Agreement. 11 28. ASSURANCES 12 In entering into this Agreement, CONTRACTOR certifies that neither they, nor any of their officers, 13 are currently excluded, suspended, debarred, or otherwise ineligible to participate in the Federal Health 14 Care Programs; that neither they, nor any of their officers, have been convicted of a criminal offense 15 related to the provision of health care items or services; nor have they, nor any of their officers, been 16 reinstated to participate in the Federal Health Care Programs after a period of exclusion, suspension, 17 debarment, or ineligibility. If COUNTY learns, subsequent to entering into a contract, that 18 CONTRACTOR is ineligible on these grounds, COUNTY will remove CONTRACTOR from responsibility 19 for, or involvement with, COUNTY's business operations related to the Federal Health Care Programs 20 and shall remove such CONTRACTOR from any position in which CONTRACTOR's compensation, or 21 the items or services rendered, ordered or prescribed by CONTRACTOR may be paid in whole or part, 22 directly or indirectly, by Federal Health Care Programs or otherwise with Federal Funds at least until 23 such time as CONTRACTOR is reinstated into participation in the Federal Health Care Programs. 24 A. If COUNTY has notice that either CONTRACTOR, or its officers, have been charged with a 25 criminal offense related to any Federal Health Care Program, or are proposed for exclusion 26 during the term of any contract, CONTRACTOR and COUNTY shall take all appropriate 27 actions to ensure the accuracy of any claims submitted to any Federal Health Care Program. 28 -33- 1 At its discretion, given such circumstances, COUNTY may request that CONTRACTOR 2 cease providing services until resolution of the charges or the proposed exclusion. 3 B. CONTRACTOR agrees that all potential new employees of CONTRACTOR or 4 subcontractors of CONTRACTOR who, in each case, are expected to perform professional 5 services under this Agreement, will be queried as to whether: (1) they are now or ever have 6 been excluded, suspended, debarred, or otherwise ineligible to participate in the Federal 7 Health Care Programs; (2) they have been convicted of a criminal offense related to the 8 provision of health care items or services; and (3) they have been reinstated to participate in 9 the Federal Health Care Programs after a period of exclusion, suspension, debarment, or 10 ineligibility. 11 1) In the event the potential employee or subcontractor informs CONTRACTOR that he 12 or she is excluded, suspended, debarred, or otherwise ineligible, or has been 13 convicted of a criminal offense relating to the provision of health care services, and 14 CONTRACTOR hires or engages such potential employee or subcontractor, 15 CONTRACTOR will ensure that said employee or subcontractor does no work, either 16 directly or indirectly relating to services provided to COUNTY. 17 2) Notwithstanding the above, COUNTY, at its discretion, may terminate this Agreement 18 in accordance with Section Three (3) of this Agreement, or require adequate 19 assurance (as defined by COUNTY) that no excluded, suspended, or otherwise 20 ineligible employee or subcontractor of CONTRACTOR will perform work, either 21 directly or indirectly, relating to services provided to COUNTY. Such demand for 22 adequate assurance shall be effective upon a time frame to be determined by 23 COUNTY to protect the interests of COUNTY consumers. 24 C. CONTRACTOR shall verify (by asking the applicable employees and subcontractors) that all 25 current employees and existing subcontractors who, in each case, are expected to perform 26 professional services under this Agreement: (1) are not currently excluded, suspended, 27 debarred, or otherwise ineligible to participate in the Federal Health Care Programs; (2) have 28 not been convicted of a criminal offense related to the provision of health care items or -34- 1 services; and (3) have not been reinstated to participate in the Federal Health Care Program 2 after a period of exclusion, suspension, debarment, or ineligibility. In the event any existing 3 employee or subcontractor informs CONTRACTOR that he or she is excluded, suspended, 4 debarred, or otherwise ineligible to participate in the Federal Health Care Programs, or has 5 been convicted of a criminal offense relating to the provision of health care services, 6 CONTRACTOR will ensure that said employee or subcontractor does no work, either direct 7 or indirect, relating to services provided to COUNTY. 8 1) CONTRACTOR agrees to notify COUNTY immediately during the term of this 9 Agreement whenever CONTRACTOR learns that an employee or subcontractor who, 10 in each case, is providing professional services under this Agreement is excluded, 11 suspended, debarred, or otherwise ineligible to participate in the Federal Health Care 12 Programs, or is convicted of a criminal offense relating to the provision of health care 13 services. 14 2) Notwithstanding the above, COUNTY, at its discretion, may terminate this Agreement 15 in accordance with Section Three (3) of this Agreement, or require adequate 16 assurance (as defined by COUNTY) that no excluded, suspended, or otherwise 17 ineligible employee or subcontractor of CONTRACTOR will perform work, either 18 directly or indirectly, relating to services provided to COUNTY. Such demand for 19 adequate assurance shall be effective upon a time frame to be determined by 20 COUNTY to protect the interests of COUNTY clients. 21 D. CONTRACTOR agrees to cooperate fully with any reasonable requests for information from 22 COUNTY which may be necessary to complete any internal or external audits relating to 23 CONTRACTOR's compliance with the provisions of this Section. 24 E. CONTRACTOR agrees to reimburse COUNTY for the entire cost of any penalty imposed 25 upon COUNTY by the Federal Government as a result of CONTRACTOR's violation of 26 CONTRACTOR's obligations as described in this Section. 27 28 29. PUBLICITY PROHIBITION -35- 1 None of the funds, materials, property or services provided directly or indirectly under this 2 Agreement shall be used for CONTRACTOR's advertising, fundraising, or publicity (i.e., purchasing of 3 tickets/tables, silent auction donations, etc.) for the purpose of self-promotion. Notwithstanding the 4 above, publicity of the services described in Section One (1) of this Agreement shall be allowed as 5 necessary to raise public awareness about the availability of such specific services when approved in 6 advance by COUNTY's DBH Director or designee and at a cost to be provided in Exhibit A for such 7 items as written/printed materials, the use of media (i.e., radio, television, newspapers), and any other 8 related expense(s). 9 30. COMPLAINTS 10 CONTRACTOR shall log complaints and the disposition of all complaints from a client or a 11 client's family. CONTRACTOR shall provide a copy of the detailed complaint log entries concerning 12 COUNTY-sponsored clients to COUNTY at monthly intervals by the tenth (10t") day of the following 13 month, in a format that is mutually agreed upon. In addition, CONTRACTOR shall provide details and 14 attach documentation of each complaint with the log. CONTRACTOR shall post signs informing clients 15 of their right to file a complaint or grievance. CONTRACTOR shall notify COUNTY of all incidents 16 reportable to State licensing bodies that affect COUNTY clients within twenty-four (24) hours of receipt 17 of a complaint. 18 Within ten (10) days after each incident or complaint affecting COUNTY clients, CONTRACTOR 19 shall provide COUNTY with information relevant to the complaint, investigative details of the complaint, 20 the complaint and CONTRACTOR's disposition of, or corrective action taken to resolve the complaint. 21 In addition, CONTRACTOR shall inform every client of their rights as set forth in Exhibit K. 22 CONTRACTOR shall file an incident report for all incidents involving clients, following the protocol and 23 user guide identified in Exhibit K. 24 31. DISCLOSURE OF OWNERSHIP AND/OR CONTROL INTEREST INFORMATION 25 This provision is only applicable if CONTRACTOR is disclosing entities, fiscal agents, or 26 managed care entities, as defined in Code of Federal Regulations (C.F.R.), Title 42 §§ 455.101, 27 455.104 and 455.106(a)(1),(2). 28 -36- 1 In accordance with C.F.R., Title 42 §§ 455.101, 455.104, 455.105 and 455.106(a)(1),(2), the 2 following information must be disclosed by CONTRACTOR by completing Exhibit N, "Disclosure of 3 Ownership and Control Interest Statement", attached hereto and by this reference incorporated herein 4 and made part of this Agreement. CONTRACTOR shall submit this form to the COUNTY's DBH within 5 thirty (30) days of the effective date of this Agreement. Additionally, CONTRACTOR shall report any 6 changes to this information within thirty-five (35) days of occurrence by completing Exhibit N. 7 Submissions shall be scanned portable document format (pdf) copies and are to be sent via email to 8 COUNTY's DBH assigned Staff Analyst. 9 CONTRACTOR is required to submit a set of fingerprints for any person with a five (5) percent or 10 greater direct or indirect ownership interest in CONTRACTOR. COUNTY may terminate this Agreement 11 where any person with a five (5) percent or greater direct or indirect ownership interest in the 12 CONTRACTOR did not submit timely and accurate information and cooperate with any screening 13 method required in CFR, Title 42, Section 455.416. Submissions shall be scanned pdf copies and are 14 to be sent via email to DBHContractedServicesDivision@fresnocountyca.gov. COUNTY may deny 15 enrollment or terminate this Agreement where any person with a five (5) percent or greater direct or 16 indirect ownership interest in CONTRACTOR has been convicted of a criminal offense related to that 17 person's involvement with the Medicare, Medicaid, or Title XXI program in the last ten (10) years. 18 32. DISCLOSURE — CRIMINAL HISTORY AND CIVIL ACTIONS: 19 CONTRACTOR is required to disclose if any of the following conditions apply to them, their owners, 20 officers, corporate managers, and partners (hereinafter collectively referred to in this Section as 21 "CONTRACTOR"): 22 A. Within the three (3) year period preceding the Agreement award, they have been convicted 23 of, or had a civil judgment rendered against them for: 24 1) Fraud or a criminal offense in connection with obtaining, attempting to obtain, or 25 performing a public (federal, state, or local) transaction or contract under a public 26 transaction; 27 2) Violation of a federal or state antitrust statute; 28 3) Embezzlement, theft, forgery, bribery, falsification, or destruction of records; or -37- 1 4) False statements or receipt of stolen property. 2 B. Within the three (3) year period preceding the Agreement award, they have had a public 3 transaction (federal, state, or local) terminated for cause or default. 4 Disclosure of the above information will not automatically eliminate CONTRACTOR from further 5 business consideration. The information will be considered as part of the determination of whether to 6 continue and/or renew this Agreement and any additional information or explanation that 7 CONTRACTOR elects to submit with the disclosed information will be considered. If it is later 8 determined that CONTRACTOR failed to disclose required information, any contract awarded to such 9 CONTRACTOR may be immediately voided and terminated for material failure to comply with the terms 10 and conditions of the award. 11 CONTRACTOR must sign a "Certification Regarding Debarment, Suspension, and Other 12 Responsibility Matters- Primary Covered Transactions" in the form set forth in Exhibit O, attached hereto 13 and by this reference incorporated herein and made part of this Agreement. Additionally, 14 CONTRACTOR must immediately advise COUNTY's DBH in writing if, during the term of this 15 Agreement: (1) CONTRACTOR becomes suspended, debarred, excluded, or ineligible for participation 16 in Federal or State funded programs or from receiving federal funds as listed in the excluded parties' list 17 system (http://www.epls.gov); or (2) any of the above listed conditions become applicable to 18 CONTRACTOR. CONTRACTOR shall indemnify, defend, and hold COUNTY harmless for any loss or 19 damage resulting from a conviction, debarment, exclusion, ineligibility, or other matter listed in the 20 signed Certification Regarding Debarment, Suspension, and Other Responsibility Matters. 21 33. DISCLOSURE OF SELF-DEALING TRANSACTIONS 22 This provision is only applicable if a CONTRACTOR is operating as a corporation (a for-profit or 23 non-profit corporation) or if during the term of this Agreement, CONTRACTOR changes its status to 24 operate as a corporation. 25 Members of a CONTRACTOR's Board of Directors shall disclose any self-dealing transactions 26 that they are a party to while CONTRACTOR is providing goods or performing services under this 27 Agreement. A self-dealing transaction shall mean a transaction to which CONTRACTOR is a party and 28 in which one or more of its directors has a material financial interest. Members of the Board of Directors -38- 1 shall disclose any self-dealing transactions that they are a party to by completing and signing a "Self- 2 Dealing Transaction Disclosure Form", attached hereto as Exhibit P and incorporated herein by 3 reference and made part of this Agreement, and submitting it to COUNTY prior to commencing with the 4 self-dealing transaction or immediately thereafter. 5 34. AUDITS AND INSPECTIONS: 6 CONTRACTOR shall at any time during business hours, and as often as the COUNTY may deem 7 necessary, make available to the COUNTY for examination all of its records and data with respect to the 8 matters covered by this Agreement. The CONTRACTOR shall, upon request by the COUNTY, permit the 9 COUNTY to audit and inspect all of such records and data necessary to ensure CONTRACTOR'S 10 compliance with the terms of this Agreement. 11 If this Agreement exceeds ten thousand dollars ($10,000.00), CONTRACTOR shall be subject to 12 the examination and audit of the Auditor General for a period of three (3) years after final payment under 13 contract (Government Code Section 8546.7). 14 35. NOTICES: 15 The persons and their addresses having authority to give and receive notices under this Agreement 16 include the following: 17 COUNTY CONTRACTOR 18 Director, Fresno County Chief Executive Officer 19 Department of Behavioral Health Kings View 20 1925 E. Dakota Ave. 7170 N. Financial Dr. Ste. 110 21 Fresno, CA 93726 Fresno, CA 93720 22 All notices between the COUNTY and CONTRACTOR provided for or permitted under this 23 Agreement must be in writing and delivered either by personal service, by first-class United States mail, by 24 an overnight commercial courier service, or by telephonic facsimile transmission. A notice delivered by 25 personal service is effective upon service to the recipient. A notice delivered by first-class United States 26 mail is effective three COUNTY business days after deposit in the United States mail, postage prepaid, 27 addressed to the recipient. A notice delivered by an overnight commercial courier service is effective one 28 COUNTY business day after deposit with the overnight commercial courier service, delivery fees prepaid, -39- 1 with delivery instructions given for next day delivery, addressed to the recipient. A notice delivered by 2 telephonic facsimile is effective when transmission to the recipient is completed (but, if such transmission is 3 completed outside of COUNTY business hours, then such delivery shall be deemed to be effective at the 4 next beginning of a COUNTY business day), provided that the sender maintains a machine record of the 5 completed transmission. For all claims arising out of or related to this Agreement, nothing in this section 6 establishes, waives, or modifies any claims presentation requirements or procedures provided by law, 7 including but not limited to the Government Claims Act (Division 3.6 of Title 1 of the Government Code, 8 beginning with section 810). 9 36. GOVERNING LAW: 10 Venue for any action arising out of or related to this Agreement shall only be in Fresno County, 11 California. 12 The rights and obligations of the parties and all interpretation and performance of this Agreement 13 shall be governed in all respects by the laws of the State of California. 14 37. ENTIRE AGREEMENT 15 This Agreement, including all Exhibits, constitutes the entire agreement between the 16 CONTRACTOR and COUNTY with respect to the subject matter hereof and supersedes all previous 17 Agreement negotiations, proposals, commitments, writings, advertisements, publications, and 18 understanding of any nature whatsoever unless expressly included in this Agreement. In the event of any 19 inconsistency in interpreting the documents which constitute this Agreement, the inconsistency shall be 20 resolved by giving precedence in the following order of priority: (1) the text of this Agreement (excluding 21 Attachment "A", the COUNTY'S Request for Quotation/Proposal No. Revised RFP No. 20-044 and the 22 CONTRACTOR'S Quote/Proposal in response thereto); (2)Attachment"A"; (3)the COUNTY'S Request for 23 Quotation/Proposal No. Revised RFP No. 20-044; and (4)the CONTRACTOR'S quotation/proposal made 24 in response to COUNTY'S Request for Quotation/Proposal No. Revised RFP No. 20-044. A copy of 25 COUNTY's Revised RFP No. 20-044 and CONTRACTOR's response thereto shall be retained and made 26 available during the term of this Agreement by COUNTY's DBH. 27 Exhibit A—Scope of Work 28 Exhibit B— DBH Guiding Principles of Care Delivery -40- 1 Exhibit C—Budget and Budget Narrative 2 Exhibit D— FCMHCP (Contractor Code of Conduct and Ethics) 3 Exhibit E— Documentation Standards for Client Records 4 Exhibit F— Program Objectives 5 Exhibit G — PATH PDX Annual Report 6 Exhibit H —State Mental Health Requirements 7 Exhibit I —Compliance with State Medi-Cal Requirements 8 Exhibit J — FCMHP (Grievance and Appeals Process) 9 Exhibit K.1 — Protocol for Completion of Incident Report 10 Exhibit K.2— Incident Reviewer User Guide 11 Exhibit L— Fixed Asset and Sensitive Item Log 12 Exhibit M — National Standards for Culturally and Linguistically Appropriate Services 13 Exhibit N — Disclosure of Ownership 14 Exhibit O—Certification Regarding Debarment, Suspension, and Other Responsibility Matters 15 Exhibit P— Self-Dealing Transaction Disclosure Form 16 HI 17 N 18 W 19 N 20 HI 21 HI 22 HI 23 HI 24 HI 25 HI 26 HI 27 HI 28 HI -41- ii DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 1 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year 2 first hereinabove written. 3 4 C T-RAGMOR: KINGS VIEW COUYPF FRESNO 6 (Authorize Ignature) Brian Pacheco, Chairman of the Board of Supervisors of the County of Fresno 7 Amanda Nugent Divine, PhD, CEO Print Name & Title 8 9 Kings View 7170 N Financial Dr. Ste. 110 10 Fresno, CA 93720 11 Mailing Address ATTEST: Bernice E. Seidel 12 Clerk of the Board of Supervisors County of Fresno, State of California 13 14 15 16 By: Deputy 17 FOR ACCOUNTING USE ONLY: 18 Fund: 0001 19 Subclass: 10000 20 ORG: 56302493 21 Account: 7295/0 22 23 24 25 26 27 28 -42- Exhibit A Page 1 of 7 PROJECTS FOR ASSISTANCE IN TRANSITION FROM HOMELESSNESS (PATH) PROGRAM Scope of Work ORGANIZATION Kings View CORPORATE ADDRESS 7170 N Financial Dr, Ste 110, Fresno, CA 93720 HOURS OF OPERATION 8AM to 5PM, Monday through Friday CONTRACT PERIOD July 1, 2021—June 30, 2026 CONTRACT AMOUNT FY 2021-2022 $905,172 FY 2022-2023 $1,138,207 FY 2023-2024 $1,160,739 FY 2024-2025 $639,066 FY 2025-2026 $639,066 Total $4,482,250 SERVICES Outreach, Case Management, Mental Health, and Supportive Housing Services TARGET POPULATION Adults (18 years and older) living in metro, rural, or unincorporated areas in Fresno County who are experiencing serious mental illness and/or co-occurring substance use disorders and are homeless or at imminent risk of becoming homeless. Participation in the PATH Program is voluntary. PROJECT DESCRIPTION The Stewart B McKinney Homeless Assistance Amendments Act of 1990 authorizes a federal grant program, Projects for Assistance in Transition from Homelessness (PATH).This funding source is used to address the needs of the target population through a PATH Program operated by Kings View.A primary goal is to reduce and end chronic homelessness and enable persons served to live in the community and to avoid homelessness, hospitalization, and/or jail detention. It is a vital resource to the community, serving as a front door for persons served into continuum of care services and mainstream mental health, primary healthcare, and the substance abuse services system. The PATH Program is comprised of two main components: 1. Outreach, Engagement, and Linkage (OEL) 2. Specialty Mental Health Services (SMHS) Through PATH-OEL, Kings View will provide services to at least three hundred-fifty(350) persons per year, at least two hundred (200) of which will be enrolled into HMIS and be linked to the appropriate services or referred to PATH-SMHS. They will receive case management, linkage, consultation, peer support services, and supportive interim or bridge housing services as needed.As necessary, Kings View will implement COVID-19 screening, education, assessment, and linkage capabilities in the field. Up to thirty-six(36) persons at a given time will be enrolled in PATH-SMHS where they will receive intensive mental health treatment, case management, linkage, consultation, peer support services, and supportive housing services; up to ten (10) individuals at a given time will receive housing support). Service goals are to help stabilize and transition persons served into other County or community mental health programs. Exhibit A Page 2 of 7 A third component, Mobile Outreach Project (MOP), is to operate from July 1, 2021 through June 30, 2022.Through PATH-MOP, Kings View will dedicate an outreach team for rural and unincorporated areas of Fresno County for the provision of outreach, engagement, and linkage services to persons served akin to those provided in PATH-OEL.As necessary, Kings View will implement COVID-19 screening, education, assessment, and linkage capabilities in the field. From FY 2022-23 through FY 2023-24,this component will transition to Street Outreach Team and Rural Support (STARS), offering the same services at an expanded capacity. Kings View will commit to "meet persons where they are" and collaborate with other agencies across the system of care to assist persons served in achieving their personal recovery and wellness goals.Services will incorporate safety, emergency, and crisis procedures in the field and in the organization's offices, personal services coordination, psychiatric services in the areas of medication, prescription, administration, monitoring and documentation, mental health services, linkage services, supportive housing services, and mobile outreach services. COUNTY'S administrative staff shall monitor and oversee program outcomes and coordinate reporting requirements. CONTRACTOR RESPONSIBILITIES I. ADMINISTRATIVE SERVICES 1. Participate in the Fresno/Madera Continuum of Care (FMCoC) as a member. COUNTY will provide technical assistance as needed. 2. Provide appropriate data and measurable outcomes as requested or required by the County and State. Such data reports include quarterly performance reports, Behavioral Health Board annual update reports, inclusive of demographics, caseload, and measurable outcomes. 3. Participate and utilize the Homeless Management Information System (HMIS)to enter data on persons served. 4. Ensure that operating staff have on hand, in their possession, during regular working hours and when appropriate, an adequate amount of petty cash with which to make emergency purchases of food, shelter, clothing, prescriptions,transportation, or other items and services as needed for persons served. This may include security deposits, rent subsidy, and other items needed by persons served. CONTRACTOR shall provide policies and procedures as to the handling of petty cash. 5. Evaluate the staff's competency for performance purposes and establish medication policies and procedures which identify processes to administer medications to persons served and train other staff and family members regarding medication education, medication delivery, medication side effects, observation of self-administration of medication and medication monitoring. 6. Ensure billable Mental Health Specialty Services meet any/all County, State, and Federal regulations including any utilization review and quality assurance standards. II. STAFFING REQUIREMENTS 1. CONTRACTOR's program staff shall reflect the target population through social characteristics of the community, such as culture, ethnicity, gender, and sexual orientation. 2. Operate with a multidisciplinary treatment team including licensed/unlicensed mental health professionals, case managers, and other specialists to support persons served in reaching their goals. III. SERVICES ACROSS PROGRAM 1. Commit to "meeting individuals where they are"to assist persons served in achieving their personal recovery and wellness goals. 2. Integrate physical and mental health services in collaboration with primary care physicians. Exhibit A Page 3 of 7 3. Provide culturally responsive evidence-based or promising clinical services that are integrated with overall service planning, supportive housing, and employment support and/or education goals. 4. Provide treatment services that account for the age, culture, gender, and language of persons served, as well as needed accommodations for physical disabilities. 5. Employ harm reduction and motivational interviewing techniques and principles. 6. Empower persons served to take an active role in the recovery process, provide housing options, and maintain independent living by providing needed services, accessing resources, and encouragement to be independent, productive, and responsible. 7. Collaborate with other agencies for the provision of non-direct mental health services. Linkages must be provided to persons served for the full range of services. 8. Coordinate services with other community mental health and non-mental health providers, as well as other medical professionals in a manner consistent with Fresno County confidentiality rules. 9. Collaborate with community law enforcement, probation, and courts. 10. Link persons served to appropriate social services, legal advocacy, and other representation; provide transportation as necessary; serve as a "representative payee" or refer them to other payee services for SSI/SSD benefits. 11. CONTRACTOR will provide reasonable direct assistance as needed to ensure that persons served obtain the basic necessities of daily life, including but not limited to: a. Safe, clean, affordable housing b. Food and clothing c. Appropriate financial support,which may include housing deposits, Supplemental Security Income, Social Security Disability Insurance, General Relief, and money management services d. Bus tokens/passes e. Vehicles available to staff to transport persons served to appointments and social group activities 12. Provide assistance and advocacy in obtaining available public assistance benefits,general relief, SSI/SSDI and accessing needed behavioral health and physical health care for persons served. 13. Make appropriate referrals and linkages to addiction services that are beyond the scope of the PATH program to individuals with coexisting alcohol, tobacco, drug use and other addictive disorders. 14. Provide a rapid and flexible response to crisis during working hours, including crisis assessment and intervention by telephone or face-to-face contact. Should crisis housing, short-term care, and inpatient treatment (voluntary or involuntary) be needed, staff shall collaborate with designated staff at psychiatric facilities and/or hospitals. CONTRACTOR will provide support to the maximum extent possible, including accompanying persons served to the County's Urgent Wellness Center and remain with them during the assessment. 15. Initiate voluntary commitment, should there be a need. CONTACTOR will work with County staff within the Adult Services Division; county staff will sign the involuntary commitment papers. 16. CONTRACTOR shall have the flexibility to increase service intensity for an individual in response to their needs. Staff shall have the capacity to provide as many contacts as needed to persons served experiencing significant impairments in daily living. IV. PATH-OEL SERVICES 1. At least 350 persons will receive outreach, engagement, and linkage services and at least 200 persons served will be enrolled into PATH and HMIS. Exhibit A Page 4 of 7 2. Utilize various engagement tools, such as personal protective equipment, disinfectant supplies, clothing, food, shoes, blankets, bus passes, hygiene kits etc.,to address barriers to engagement such as transportation, pet care, property storage, etc. 3. Provide frequent contacts with individuals where they live or are most comfortable to assist them in accessing behavioral and physical health care, financial, education,vocational, rehabilitative, or other needed community services, especially as these services relate to meeting the person's mental health and housing needs. 4. Assess and document mental illness symptoms and behavior of persons served in response to medication and monitor for medication side-effects during the provision of observed self-administration and during ongoing face-to-face contacts. V. PATH-SMHS SERVICES 1. Up to thirty-six(36) persons at a given time will be enrolled to receive intensive mental health treatment services on an ongoing basis, inclusive of supportive housing services,for up to ten (10) persons at any given time. 2. The PATH -SMHS program's persons served to staff ratio will be no more than eighteen (18) persons to each staff.A ratio of 1:17,or one staff serving seventeen (17) persons,will not be exceeded until at least one person served by a staff member is transitioning out of the program (a transition period will be at least three months prior to exit). During a transitional period,the ratio can be 1:18. 3. Assign a case manager within 24 hours of enrollment into the PATH SMHS program. 4. A Plan of Care must be created and include and identification of current symptoms,treatment goals, and planned interventions of persons served. 5. Implement mental health service strategies to reduce the number of days persons served experience hospitalization, incarceration, and homelessness. 6. Minimize the involvement of persons served with the criminal justice system,with services to include, but not be limited to: a. Helping identify precipitants to their criminal involvement b. Providing necessary treatment, support, and education to help eliminate any unlawful activities or criminal involvement that may be of consequence to the individual's mental illness; and c. Collaborating with police, court personnel,jail/prison officials, and psychiatric staff to ensure appropriate use of legal and mental health services. 7. Incorporate the Supplemental Security Income/Social Security Disability Income (SSI/SSDI), SSI/SSDI Outreach, Access, and Recovery(SOAR) as part of the case management services. SOAR provides the program the tools to expedite access to Social Security disability benefits that result in improved housing and treatment outcomes. 8. Provide symptom assessment, personal service coordination and supportive counseling as needed to assist persons served to cope with and gain a mastery of symptoms and disabilities due to mental illness and/or substance abuse.These services shall include, but not be limited to,the following: a. Ongoing assessment of mental illness symptoms and response to treatment b. Education regarding their mental illness and the effects (including side effects) of prescribed medications c. Symptom management efforts directed to help person served identify symptoms and their occurrence patterns and to develop methods (internal, behavioral, adaptive) to lessen their negative effects; and Exhibit A Page 5 of 7 d. Provide psychological support, planned and as needed, to help persons served accomplish their personal goals and to cope with the stresses of day-to-day living. 9. Assist person served, family, and other members of the individual's social network to relate in a positive and supportive manner through such means as: a. Education about the individual's illness and their role in the therapeutic process b. Supportive counseling c. Intervention to resolve conflict d. Referral of family to therapy, self-help and other family support services as appropriate; and e. Provision to other support systems with education and information about serious mental illnesses and treatment services and supports. 10. Provide education to persons served and their family and/or caregivers (as appropriate) about the nature of medications,the expected benefits and potential side effects, and alternatives to medication. 11. Provide support and help establish positive social relationships and activities in community settings. Such services shall include, but not to be limited to: a. Developing social skills, including skills to develop meaningful personal relationships b. Planning appropriate and productive use of leisure time, including familiarizing individuals with available social and recreational opportunities and increasing their use of these activities c. Interacting with landlords, neighbors, and others effectively and appropriately d. Developing assertiveness and self-esteem; and e. Using existing self-help centers, self-help groups and other social, church, and recreational groups to combat isolation and withdrawal experienced by many persons coping with serious and persistent mental illness. 12. Provide training and instruction, including individual support, problem solving, skill development, modeling and supervision, in home and community settings, to teach persons served to: a. Carry out personal hygiene tasks b. Perform household chores, including housekeeping, cooking, laundry and shopping c. Develop or improve money management skills d. Use community transportation e. In locating, securing, maintaining and financing safe, clean and affordable housing which is appropriate to their levels of functioning. 13. Provide alcohol, tobacco, and drug use disorder services as needed. This will include, but is not limited to, individual and group interventions to assist in: a. Identifying alcohol,tobacco and drug abuse effects and patterns b. Recognizing the interactive effects of alcohol, tobacco and drug use, psychiatric symptoms, and psychotropic medications c. Developing motivation for decreasing alcohol,tobacco and drug use d. Developing coping skills and alternatives to minimize alcohol, tobacco and drug use e. Achieving periods of abstinence and stability f. Attending appropriate recovery or self-help meetings; and g. Achieving an alcohol and drug free lifestyle, if possible. 14. Provide information, in an educational format, on the use of alcohol,tobacco, prescribed medications, and other drugs and the impact that chemicals have on the ability to function in major life areas. Exhibit A Page 6 of 7 Information shall also include eating disorders, gambling, overspending, sexual and other addiction disorders, as appropriate. 15. Ensure persons served maintain their respective housing and utilize supportive housing resources by providing supportive and independent housing, as appropriate. 16. Ensure rapid access to assistance funds for purchase of furniture, and other items needed by persons served. 17. Negotiate and establish relationships with apartment owners/landlords and/or utilize alternative housing resources as available and appropriate. VI. PATH-MOP/STARS SERVICES 1. Provide outreach, engagement, and linkage services and enroll persons served into HMIS. 2. Utilize various engagement tools, such as personal protective equipment, disinfectant supplies, clothing, food, shoes, blankets, bus passes, hygiene kits etc.,to address barriers to engagement such as transportation, pet care, property storage, etc. 3. Provide frequent contacts with individuals where they live or are most comfortable in to assist them in accessing behavioral and physical health care, financial, education,vocational, rehabilitative, or other needed community services, especially as these services relate to meeting the person's mental health and housing needs. 4. Assess and document mental illness symptoms and behavior of persons served in response to medication and monitor for medication side-effects during the provision of observed self-administration and during ongoing face-to-face contacts. VII. COUNTY RESPONSIBILITIES 1. Provide oversight of the PATH Program. In addition to contract monitoring of program, oversight includes, but is not limited to, coordination with the State Department of Health Care Services in regarding program administration and outcomes. COUNTY will coordinate meetings with CONTRACTOR on a monthly basis to discuss program client issues, concerns, measurable outcomes and reports, and any other items. 2. Assist CONTRACTOR in making linkages with the total mental health system of care through regularly scheduled meetings as well as formal and informal consultation. 3. Evaluate the progress of the overall program. 4. Receive and analyze statistical data outcome information throughout the term of contract. COUNTY will notify CONTRACTOR when additional participation is required.The performance outcome measurement process will include surveys, client and staff interviews, chart reviews, and other methods of obtaining required information as needed. 5. Recognize that cultural responsiveness is a goal toward which professionals, agencies, and systems should strive. Becoming culturally responsiveness is a developmental process and incorporates at all levels the importance of culture, the assessment of cross-cultural relations,vigilance towards the dynamics that result from cultural differences,the expansion of cultural knowledge, and the adaptation of services to meet culturally-unique needs. Offering those services in a manner that fails to achieve its intended result due to cultural and linguistic barriers is not cost effective. COUNTY will assist program towards cultural and linguistic competency, by providing the following at no cost to CONTRACTOR: a. Technical assistance regarding cultural responsiveness requirements and sexual orientation and gender identity training b. Mandatory cultural responsiveness training including sexual orientation and gender identity and cultural sensitivity training for program personnel, at minimum once per year. COUNTY will provide Exhibit A Page 7 of 7 technical assistance and when possible,training regarding the unique needs of the diverse population. Cultural responsiveness training recommendations will be based on trends in data collected and will be included in the counties Culturally Responsive Plan. Sensitivity to sexual orientation and gender identity is a basic cultural responsiveness principle and shall be included in the cultural responsiveness training(s). Literature suggests that the behavioral health needs of lesbian, gay, bisexual, and transgender (LGBT+) individuals may be at increased risk for behavioral disorders and behavioral health problems due to exposure to societal stressors such as stigmatization, prejudice and homophobic and/or transphobic violence. Social support may be critical for this population c. CONTRACTOR materials for public use on behavioral health and substance abuse services information shall be in DBH's current threshold languages (English, Spanish, and Hmong). Translation services and costs associated will be the responsibility of the vendor. Promotional and/or program materials shall be reviewed by DBH's Public Behavioral Health Division for branding requirements prior to implementation. Exhibit B Page 1 of 4 Fresno County Department of Behavioral Health Guiding Principles of Care Delivery DBH VISION: Health and well-being for our community. DBH MISSION: DBH, in partnership with our diverse community, is dedicated to providing quality, culturally responsive, behavioral health services to promote wellness, recovery, and resiliency for individuals and families in our community. DBH GOALS: Quadruple Aim • Deliver quality care • Maximize resources while focusing on efficiency • Provide an excellent care experience • Promote workforce well-being GUIDING PRINCIPLES OF CARE DELIVERY: The DBH 11 principles of care delivery define and guide a system that strives for excellence in the provision of behavioral health services where the values of wellness, resiliency, and recovery are central to the development of programs, services, and workforce. The principles provide the clinical framework that influences decision-making on all aspects of care delivery including program design and implementation, service delivery, training of the workforce, allocation of resources, and measurement of outcomes. 1. Principle One -Timely Access & Integrated Services o Individuals and families are connected with services in a manner that is streamlined, effective, and seamless o Collaborative care coordination occurs across agencies, plans for care are integrated, and whole person care considers all life domains such as health, education, employment, housing, and spirituality o Barriers to access and treatment are identified and addressed 1 rev 01-02-2020 Exhibit B Page 2 of 4 o Excellent customer service ensures individuals and families are transitioned from one point of care to another without disruption of care 2. Principle Two - Strengths-based o Positive change occurs within the context of genuine trusting relationships o Individuals, families, and communities are resourceful and resilient in the way they solve problems o Hope and optimism is created through identification of, and focus on, the unique abilities of individuals and families 3. Principle Three - Person-driven and Family-driven o Self-determination and self-direction are the foundations for recovery o Individuals and families optimize their autonomy and independence by leading the process, including the identification of strengths, needs, and preferences o Providers contribute clinical expertise, provide options, and support individuals and families in informed decision making, developing goals and objectives, and identifying pathways to recovery o Individuals and families partner with their provider in determining the services and supports that would be most effective and helpful and they exercise choice in the services and supports they receive 4. Principle Four- Inclusive of Natural Supports o The person served identifies and defines family and other natural supports to be included in care o Individuals and families speak for themselves o Natural support systems are vital to successful recovery and the maintaining of ongoing wellness; these supports include personal associations and relationships typically developed in the community that enhance a person's quality of life o Providers assist individuals and families in developing and utilizing natural supports. 5. Principle Five - Clinical Significance and Evidence Based Practices (EBP) o Services are effective, resulting in a noticeable change in daily life that is measurable. o Clinical practice is informed by best available research evidence, best clinical expertise, and values and preferences of those we serve 2 rev 01-02-2020 Exhibit B Page 3 of 4 o Other clinically significant interventions such as innovative, promising, and emerging practices are embraced 6. Principle Six - Culturally Responsive o Values, traditions, and beliefs specific to an individual's or family's culture(s) are valued and referenced in the path of wellness, resilience, and recovery o Services are culturally grounded, congruent, and personalized to reflect the unique cultural experience of each individual and family o Providers exhibit the highest level of cultural humility and sensitivity to the self- identified culture(s) of the person or family served in striving to achieve the greatest competency in care delivery 7. Principle Seven -Trauma-informed and Trauma-responsive o The widespread impacts of all types of trauma are recognized and the various potential paths for recovery from trauma are understood o Signs and symptoms of trauma in individuals, families, staff, and others are recognized and persons receive trauma-informed responses o Physical, psychological and emotional safety for individuals, families, and providers is emphasized 8. Principle Eight - Co-occurring Capable o Services are reflective of whole-person care; providers understand the influence of bio-psycho-social factors and the interactions between physical health, mental health, and substance use disorders o Treatment of substance use disorders and mental health disorders are integrated; a provider or team may deliver treatment for mental health and substance use disorders at the same time 9. Principle Nine - Stages of Change, Motivation, and Harm Reduction o Interventions are motivation-based and adapted to the person's stage of change o Progression though stages of change are supported through positive working relationships and alliances that are motivating o Providers support individuals and families to develop strategies aimed at reducing negative outcomes of substance misuse though a harm reduction approach 3 rev 01-02-2020 Exhibit B Page 4 of 4 o Each individual defines their own recovery and recovers at their own pace when provided with sufficient time and support 10. Principle Ten - Continuous Quality Improvement and Outcomes-Driven o Individual and program outcomes are collected and evaluated for quality and efficacy o Strategies are implemented to achieve a system of continuous quality improvement and improved performance outcomes o Providers participate in ongoing professional development activities needed for proficiency in practice and implementation of treatment models 11. Principle Eleven - Health and Wellness Promotion, Illness and Harm Prevention, and Stigma Reduction o The rights of all people are respected o Behavioral health is recognized as integral to individual and community well-being o Promotion of health and wellness is interwoven throughout all aspects of DBH services o Specific strategies to prevent illness and harm are implemented at the individual, family, program, and community levels o Stigma is actively reduced by promoting awareness, accountability, and positive change in attitudes, beliefs, practices, and policies within all systems o The vision of health and well-being for our community is continually addressed through collaborations between providers, individuals, families, and community members 4 rev 01-02-2020 Exhibit C Page 1 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2021-22 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 790 $ 790 1102 Executive Assistant 0.01 252 252 1103 Regional Director 0.02 2,594 2,594 1104 Admin Specialist 0.26 12,628 12,628 1105 Accountant 0.05 2,805 2,805 1106 Quality Improvement Data Analyst 0.05 3,189 3,189 1107 - - 1108 - 1109 - - 1110 - 1111 - - 1112 - - 1113 - - 1114 - - 1115 - - Direct Personnel Admin Salaries Subtotal 0.39 $ 22,258 $ 22,258 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.70 $ 73,739 $ 73,739 1117 Outreach Worker 2.00 73,840 73,840 1118 Case Managers 1.20 50,482 50,482 1119 - - 1120 - 1121 - - 1122 - 1123 - - 1124 - 1125 - - 1126 - 1127 - - 1128 - 1129 - - 1130 - 1131 - - 1132 - 1133 - - 1134 - Direct Personnel Program Salaries Subtotall 3.90 1 $ 198,061 1 $ 198,061 Admin Program Total Direct Personnel Salaries Subtotal 4.29 $ 22,258 $ 198,061 $ 220,319 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 281 $ 2,505 $ 2,786 1202 Worker's Compensation 541 4,817 5,358 1203 Health Insurance 2,404 21,387 23,791 1204 Other(specify) - - - 1205 10ther(specify) - - - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 2 of 134 1206 10ther(specify) - - - Direct Employee Benefits Subtotal:1 $ 3,226 1 $ 28,709 1 $ 31,935 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,656 14,739 16,395 1303 SUI 195 1,734 1,929 1304 Other(specify) - - - 1305 10ther(specify) - - - 1306 10ther(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 1,851 $ 16,473 $ 18,324 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 27,335 $ 243,243 $ 270,578 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 10% 90% 2000: DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 17,158 2003 Client Transportation&Support 4,000 2004 Clothing, Food,&Hygiene 18,100 2005 Education Support 255 2006 Employment Support 255 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 15,400 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) - 2015 10ther(specify) - 2016 10ther(specify) - DIRECT CLIENT CARE TOTAL $ 55,168 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 4,006 3002 Printing/Postage 300 3003 Office Supplies&Equipment 2,250 3004 Advertising - 3005 Staff Development&Training 1,000 3006 Staff Mileage 250 3007 Subscriptions&Memberships 200 3008 Vehicle Maintenance 23,475 3009 Other(Staff Recruitment) 260 3010 Other(specify) - 3011 Other(specify) - 3012 Other(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 31,741 4000: DIRECT FACILITIES&EQUIPMENT Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 3 of 134 Acct# Line Item Description Amount 4001 Building Maintenance $ 9,046 4002 Rent/Lease Building 8,640 4003 Rent/Lease Equipment 2,160 4004 Rent/Lease Vehicles 13,012 4005 Security - 4006 Utilities 3,720 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 Other(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 36,578 5000: DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 10,192 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 10,392 6000: INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ 51,133 Administrative Overhead 6002 Professional Liability Insurance 3,300 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 9,360 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) - 6009 Other(specify) - 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 63,793 INDIRECT COST RATE 15.43% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 6,375 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 2,620 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ d- Fresno 7006 Assets over$5,000/unit(Specify)7007 Other(specify)County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 4 of 134 7008 Other(specify) IJ95 FIXED ASSETS EXPENSES TOTAL $ 8, TOTAL PROGRAM EXPENSES $ 477,245 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ - 8002 Case Management - 8003 Crisis Services - 8004 Medication Support - 8005 Collateral - 8006 Plan Development - 8007 Assessment - 8008 Rehabilitation - 8009 Other(Specify) - 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ - 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ - SUBSTANCE USE DISORDER FUNDS TOTAL $ - 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ - REALIGNMENT TOTAL $ - 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 102,777 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 CFTN-Capital Facilities&Technology - MHSA TOTAL $ 102,777 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - 8403 Grants(PATH) 308,000 8404 Other(HHAP) 66,468 8405 Other(Specify) - OTHER REVENUE TOTAL $ 374,468 TOTAL PROGRAM FUNDING SOURCES: $ 477,245 NET PROGRAM COST: $ - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 5 of 134 PATH Program- OEL Kings View Fiscal Year(FY) 2021-22 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.23 CVSPH/California State,Tualre, Calaveras,Tuolumi 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Executive Assistant PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.23 CVSPH/California State,Tualre, Calaveras,Tuolurni 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 Blue Sky/Fresno 0.10 Rural Triage East/Fresno 0.22 Exhibit C Page 6 of 134 Rural Triage West/Fresno 0.22 Metro CIT/Fresno 0.22 Map Point/Fresno 0.02 CVSPH/California State,Tualre, Calaveras,Tuolumi 0.15 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.08 PATH OEL/Fresno 0.26 Rural Triage East/Fresno 0.40 Rural Triage West/Fresno 0.26 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.70 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 0.80 PATH OEL/Fresno 1.20 Total 2.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Exhibit C Page 7 of 134 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolumi 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 8 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2021-22 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 270,578 Administrative Positions 22,258 1101 Executive Director 790 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Executive Assistant 252 This position will assist Executive Director with staff oversight and representing and maintaining the collaborative relationship between agencies. 1103 Regional Director 2,594 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1104 Admin Specialist 12,628 Provides administrative support for the program and assist with medical billing and records. 1105 Accountant 2,805 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1106 Quality Improvement Data Analyst 3,189 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1107 0 - 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 198,061 1116 Program Manager 73,739 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 73,840 Provides outreach and engagement services,provides linkage to needed services. 1118 Outreach Worker 50,482 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1119 0 - 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 Direct Employee Benefits 31,935 1201 Retirement 2,786 Cost of 401K 1202 Worker's Compensation 5,358 Workers Comp Insurance 1203 Health Insurance 23,791 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 18,324 1301 OASDI - 1302 FICA/MEDICARE 16,395 Cost of FICA/Medicare 1303 SUI 1,929 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 55,168 2001 Child Care - 2002 Client Housing Support 17,158 Support clients with rent,security deposits,board and care,emergency housing such as hotels/motels,groceries and household supplies. 2003 Client Transportation&Support 4,000 2004 Clothing,Food,&Hygiene 18,100 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support 255 Fresno County Department ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 9 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support 255 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 15,400 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 31,741 3001 Telecommunications 4,006 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 300 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 2,250 Includes all supplies used by staff in the course of providing services.Also,includes program supplies such as snacks for clients or outreach supplies. 3004 Advertising - 3005 Staff Development&Training 1,000 Minor shared cost for continuation of staff development and training.Also includes HMIS training fees. 3006 Staff Mileage 250 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 200 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 23,475 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 260 Thorough background check and drug testing. 3010 Other(specify) - 3011 Other(specify) 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 36,578 4001 Building Maintenance 9,046 Shared copier maintenance and minor building repairs and maintenance. 4002 Rent/Lease Building 8,640 Building space lease,anticipating moving locations. 4003 Rent/Lease Equipment 2,160 Shared copier lease. 4004 Rent/Lease Vehicles 13,012 The cost of 2 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 3,720 The cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 10,392 5001 Consultant(Network&Data Management) 10,192 Kings View Information Technology Department(KVIT)will provide hardware and software support for successful data collection.A database will be designed for this program.WIT will procure equipment,software&other services from approved& authorized vendors. Provide online,onsite,or phone-based emergency support-24/7 from the WIT Help Desk. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 1 Other(specify) 6000:INDIRECT EXPENSES 63,793 6001 Administrative Overhead 51,133 Expenses provides program management,fiscal services,payroll,human resources, 6002 Professional Liability Insurance 3,300 Cost general and professional liability insurance. 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 9,360 Cost of personal property,accidental and auto insurance. 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 6009 Other(specify) 6010 Other(specify) Fresno County Department ofBehaviorel Health Contract Budgetl hnative Revised 2/7/2020 Exhibit C Page 10 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6011 Other(specify) 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 8,995 7001 Computer Equipment&Software 6,375 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 2,620 Anticipating shared cost for replacement furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 477,245 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 477,245 BUDGET CHECK: - Fresno County Department of Behavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 11 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2022-23 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,802 $ 1,802 1102 Regional Director 0.01 1,207 1,207 1103 Admin Specialist 0.05 2,576 2,576 1104 Accountant 0.07 3,841 3,841 1105 Quality Improvement Data Analyst 0.05 3,366 3,366 1106 - - 1107 - - 1108 - 1109 - - 1110 - 1111 - - 1112 - 1113 - - 1114 - - 1115 - - Direct Personnel Admin Salaries Subtotal 0.19 $ 12,792 $ 12,792 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.60 $ 71,625 $ 71,625 1117 Outreach Worker 2.00 76,056 76,056 1118 Case Managers 0.94 40,730 40,730 1119 - - 1120 - 1121 - - 1122 - 1123 - - 1124 - 1125 - - 1126 - 1127 - - 1128 - 1129 - - 1130 - 1131 - - 1132 - 1133 - - 1134 - Direct Personnel Program Salaries Subtotall 3.54 1 $ 188,411 1 $ 188,411 Admin Program Total Direct Personnel Salaries Subtotal 3.73 $ 12,792 $ 188,411 $ 201,203 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 198 $ 2,921 $ 3,119 1202 Worker's Compensation 320 4,710 5,030 1203 Health Insurance 1,612 23,739 25,351 1204 Other(specify) - - - 1205 10ther(specify) - - - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 12 of 134 1206 10ther(specify) - - I - Direct Employee Benefits Subtotal:1 $ 2,130 $ 31,370 $ 33,500 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 979 14,413 15,392 1303 SUI 89 1,319 1,408 1304 Other(specify) - - - 1305 10ther(specify) - - 1306 10ther(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 1,068 $ 15,732 $ 16,800 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 15,990 $ 235,513 $ 251,503 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 6%1 94% 2000: DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 8,700 2003 Client Transportation&Support 3,000 2004 Clothing, Food,&Hygiene 6,003 2005 jEclucation Support 230 2006 Employment Support 230 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 5,600 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) - 2015 Other(specify) - 2016 10ther(specify) - DIRECT CLIENT CARE TOTAL $ 23,763 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 4,625 3002 Printing/Postage 800 3003 Office Supplies&Equipment 4,065 3004 Advertising - 3005 Staff Development&Training 2,545 3006 Staff Mileage 300 3007 Subscriptions&Memberships 100 3008 Vehicle Maintenance 17,750 3009 Other(Staff Recruitment) 350 3010 Other(specify) 3011 Other(specify) - 3012 Other(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 30,535 4000: DIRECT FACILITIES&EQUIPMENT Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 13 of 134 Acct# Line Item Description Amount 4001 Building Maintenance $ 11,413 4002 Rent/Lease Building 8,899 4003 Rent/Lease Equipment 1,710 4004 Rent/Lease Vehicles 13,312 4005 Security - 4006 Utilities 3,720 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 Other(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 39,054 5000: DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 11,686 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 11,886 6000: INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ 37,343 Administrative Overhead 6002 Professional Liability Insurance 3,783 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 9,910 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 6009 Other(Operating) 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 10ther(specify) - INDIRECT EXPENSES TOTAL 1 $ 51,036 INDIRECT COST RATE 14.19% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 2,900 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ d- Fresno 7006 Assets over$5,000/unit(Specify)7007 Other(specify)County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 14 of 134 7008 Other(specify) I - FIXED ASSETS EXPENSES TOTAL $ 3,000 TOTAL PROGRAM EXPENSES $ 410,777 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ - 8002 Case Management - 8003 Crisis Services - 8004 Medication Support - 8005 Collateral - 8006 Plan Development - 8007 Assessment - 8008 Rehabilitation - 8009 Other(Specify) - 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ - 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ - SUBSTANCE USE DISORDER FUNDS TOTAL $ - 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ - REALIGNMENT TOTAL $ - 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 102,777 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 CFTN-Capital Facilities&Technology - MHSA TOTAL $ 102,777 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - 8403 Grants(PATH) 308,000 8404 Other(Specify) 8405 10ther(Specify) - OTHER REVENUE TOTAL $ 308,000 TOTAL PROGRAM FUNDING SOURCES: $ 410,777 NET PROGRAM COST: $ - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 15 of 134 PATH PROGRAM-OEL Kings View Fiscal Year (FY) 2022-23 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position lContract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuoluml 0.22 Madera 1 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Total 1.00 Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 16 of 134 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position lContract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality & Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.06 PATH OEL/Fresno 0.94 Total 2.00 Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 17 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2022-23 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 251,503 Administrative Positions 12,792 1101 Executive Director 1,802 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 1,207 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 2,576 Provides administrative support for the program. 1104 Accountant 3,841 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 3,366 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 188,411 1116 Program Manager 71,625 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 76,056 Provides outreach and engagement services,provides linkage to needed services. 1118 Case Managers 40,730 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1119 0 - 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 Direct Employee Benefits 33,500 1201 Retirement 3,119 Cost of 401K 1202 Worker's Compensation 5,030 Workers Comp Insurance 1203 Health Insurance 25,351 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 16,800 1301 OASDI - 1302 FICA/MEDICARE 15,392 Cost of FICA/Medicare 1303 SUI 1,408 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 23,763 2001 Child Care - 2002 Client Housing Support 8,700 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 3,000 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 6,003 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support 230 Assist with education expenses such as books and registration. Fresno County Departrrrent ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 18 of 134 PROGRAM EXPENSE ACCT#1 LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support 230 Cost of employment assistance such as interview clothes,DMV records,ID Cards or birth certificates. 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 5,600 Cost to supply showers trailer with items such as soap,shampoo,and towels for client usage. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 30,535 3001 Telecommunications 4,625 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 800 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 4,065 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 2,545 Minor shared cost for continuation of staff development and training.Also,includes H M IS training fees. 3006 Staff Mileage 300 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 100 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 17,750 Auto repairs&maintenance required to maintain 1 leased truck to haul client showers, 1 shared leased vehicle,and 2 county owned vans for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,fuel and DVM fees. 3009 Other(Staff Recruitment) 350 Thorough background check and drug testing. 3010 Other(specify) - 3011 Other(specify) 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 39,054 4001 Building Maintenance 11,413 Shared copier maintenance and minor building repairs and maintenance.Annual Janitorial Services to maintain client showers clean. 4002 Rent/Lease Building 8,899 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 1,710 Shared copier lease. 4004 Rent/Lease Vehicles 13,312 The cost of 1 shared lease vehicles to assist with program and client needs and cost of 1 lease truck to haul client showers. 4005 Security - 4006 Utilities 3,720 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 11,886 5001 Consultant(Network&Data Management) 11,686 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7. After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 Anticipating translation services to assist clients. 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 51,036 6001 Administrative Overhead 37,343 Expenses provides corporate management,fiscal services,payroll,human resources, 6002 Professional Liability Insurance 3,783 Cost general and professional liability insurance. 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 9,910 Cost of personal property,accidental and auto insurance. Fresno County Department ofBehaviorel Heahh Contract BudgetI h rative Revised 2/7/2020 Exhibit C Page 19 of 134 PROGRAM EXPENSE ACCT#j LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 6009 Other(Operating) 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 1 Other(specify) 7000:DIRECT FIXED ASSETS 3,000 7001 Computer Equipment&Software 2,900 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 410,777 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 410,777 BUDGET CHECK: - Fresno County Department ofBehavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 20 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2023-24 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,874 $ 1,874 1102 Regional Director 0.01 1,255 1,255 1103 Admin Specialist 0.05 2,679 2,679 1104 Accountant 0.07 4,292 4,292 1105 Quality Improvement Data Analyst 0.05 3,500 3,500 1106 - - 1107 - - 1108 - - 1109 - - 1110 - 1111 - - 1112 - 1113 - - 1114 - - 1115 - - Direct Personnel Admin Salaries Subtotal 0.19 $ 13,600 $ 13,600 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.60 $ 74,490 $ 74,490 1117 Outreach Worker 2.00 79,086 79,086 1118 Case Managers 0.94 42,367 42,367 1119 - - 1120 - 1121 - - 1122 - 1123 - - 1124 - 1125 - - 1126 - 1127 - - 1128 - 1129 - - 1130 - 1131 - - 1132 - 1133 - - 1134 - Direct Personnel Program Salaries Subtotall 3.54 1 $ 195,943 1 $ 195,943 Admin Program Total Direct Personnel Salaries Subtotal 3.73 $ 13,600 $ 195,943 $ 209,543 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 211 $ 3,037 $ 3,248 1202 Worker's Compensation 340 4,899 5,239 1203 Health Insurance 1,713 24,689 26,402 1204 Other(specify) - - - 1205 10ther(specify) - - i - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 21 of 134 1206 10ther(specify) - - I - Direct Employee Benefits Subtotal:1 $ 2,264 1 $ 32,625 1 $ 34,889 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,040 14,990 16,030 1303 SUI 95 1,372 1,467 1304 Other(specify) - - - 1305 10ther(specify) - - - 1306 10ther(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 1,135 $ 16,362 $ 17,497 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 16,999 $ 244,930 $ 261,929 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 6%1 94% 2000: DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 5,500 2003 Client Transportation&Support 3,000 2004 Clothing, Food,&Hygiene 3,550 2005 Education Support 225 2006 Employment Support 225 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 4,000 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) - 2015 10ther(specify) - 2016 10ther(specify) - DIRECT CLIENT CARE TOTAL $ 16,500 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 7,205 3002 Printing/Postage 270 3003 Office Supplies&Equipment 3,050 3004 Advertising - 3005 Staff Development&Training 2,205 3006 Staff Mileage 180 3007 Subscriptions&Memberships 100 3008 Vehicle Maintenance 16,250 3009 Other(Staff Recruitment) 170 3010 Other(Insurance) 12,843 3011 Other(specify) - 3012 Other(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 42,273 4000: DIRECT FACILITIES&EQUIPMENT Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 22 of 134 Acct# Line Item Description Amount 4001 Building Maintenance $ 10,031 4002 Rent/Lease Building 8,640 4003 Rent/Lease Equipment 2,160 4004 Rent/Lease Vehicles 13,012 4005 Security - 4006 Utilities 3,757 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) j 4010 Other(specify) DIRECTFACILITIES/EQUIPMENTTOTAL: $ 37,60 5000: DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 11,732 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 11,932 6000: INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ - Administrative Overhead 6002 Professional Liability Insurance - 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Specify): - 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 28,007 6009 Other(Operating) 9,336 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 10ther(specify) - INDIRECT EXPENSES TOTAL 1 $ 37,343 INDIRECT COST RATE 10.00% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 3,000 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 200 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ d- Fresno 7006 Assets over$5,000/unit(Specify)7007 Other(specify)County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 23 of 134 7008 Other(specify) I - FIXED ASSETS EXPENSES TOTAL $ 3,200 TOTAL PROGRAM EXPENSES $ 410,777 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ - 8002 Case Management - 8003 Crisis Services - 8004 Medication Support 8005 Collateral - 8006 Plan Development 8007 Assessment - 8008 Rehabilitation 8009 Other(Specify) - 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ - 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ - SUBSTANCE USE DISORDER FUNDS TOTAL $ - 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ - REALIGNMENT TOTAL $ - 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 102,777 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 CFTN-Capital Facilities&Technology - MHSA TOTAL $ 102,777 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - 8403 Grants(PATH) 308,000 8404 Other(Specify) - 8405 Other(Specify) - OTHER REVENUE TOTAL $ 308,000 TOTAL PROGRAM FUNDING SOURCES: $ 410,777 NET PROGRAM COST: $ - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 24 of 134 PATH PROGRAM- OEL Kings View Fiscal Year (FY) 2023-24 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position lContract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuoluml 0.22 Madera 1 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Total 1.00 Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 25 of 134 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position lContract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality & Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.06 PATH OEL/Fresno 0.94 Total 2.00 Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 26 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2023-24 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 261,929 Administrative Positions 13,600 1101 Executive Director 1,874 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 1,255 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 2,679 Provides administrative support for the program. 1104 Accountant 4,292 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 3,500 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 195,943 1116 Program Manager 74,490 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 79,086 Provides outreach and engagement services,provides linkage to needed services. 1118 Case Managers 42,367 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1119 0 - 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 - Direct Employee Benefits 34,889 1201 Retirement 3,248 Cost of 401K 1202 Worker's Compensation 5,239 Workers Comp Insurance 1203 Health Insurance 26,402 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 17,497 1301 OASDI - 1302 FICA/MEDICARE 16,030 Cost of FICA/Medicare 1303 SUI 1,467 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 16,500 2001 Child Care - 2002 Client Housing Support 5,500 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 3,000 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 3,550 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. Fresno County Department ofBehavioral Fleahh Contract Budget Mnative Revised 2/7/2020 Exhibit C Page 27 of 134 PROGRAM EXPENSE ACCT#1 LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2005 Education Support 225 Assist with education expenses such as books and registration. 2006 Employment Support 225 Cost of employment assistance such as interview clothes,DMV records,ID Cards or birth certificates. 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 4,000 Cost to supply showers trailer with items such as soap,shampoo,and towels for client usage. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 42,273 3001 Telecommunications 7,205 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 270 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 3,050 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 2,205 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 180 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 100 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 16,250 Auto repairs&maintenance required to maintain 1 leased truck to haul client showers, 1 shared leased vehicle,and 2 county owened vans for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,fuel and DVM fees. 3009 Other(Staff Recruitment) 170 Thorough background check and drug testing. 3010 Other(Insurance) 12,843 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 37,600 4001 Building Maintenance 10,031 Shared copier maintenance and minor building repairs and maintenance.Annual Janitorial Services to maintain client showers clean. 4002 Rent/Lease Building 8,640 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 2,160 Shared copier lease. 4004 Rent/Lease Vehicles 13,012 The cost of 1 shared lease vehicles to assist with program and client needs and cost of 1 lease truck to haul client showers. 4005 Security - 4006 Utilities 3,757 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 11,932 5001 Consultant(Network&Data Management) 11,732 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7. After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 Anticipating translation services to assist clients. 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 37,343 6001 Administrative Overhead 6002 Professional Liability Insurance Fresno County Department ofBehavioml Heakh Contract BudgetI h rative Revised 2/7/2020 Exhibit C Page 28 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 28,007 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 9,336 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) 6012 Other(specify) 6013 Other(specify) - 7000:DIRECT FIXED ASSETS 3,200 7001 Computer Equipment&Software 3,000 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 200 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 410,777 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 410,777 BUDGET CHECK: - Fresno County Department ofBehavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 29 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2024-25 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,950 $ 1,950 1102 Regional Director 0.02 2,610 2,610 1103 Admin Specialist 0.05 2,787 2,787 1104 Accountant 0.07 4,464 4,464 1105 Quality Improvement Data Analyst 0.05 3,640 3,640 1106 - - 1107 - - 1108 - - 1109 - - 1110 - - 1111 - 1112 - 1113 - 1114 - 1115 - - Direct Personnel Admin Salaries Subtotal 0.20 $ 15,451 $ 15,451 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.60 $ 77,469 $ 77,469 1117 Outreach Worker 2.00 82,250 82,250 1118 Case Managers 0.80 37,498 37,498 1119 - - 1120 - 1121 - 1122 - 1123 - 1124 - 1125 - 1126 - 1127 - 1128 - 1129 - 1130 - 1131 - 1132 - 1133 - 1134 - - Direct Personnel Program Salaries Subtotal 3.40 $ 197,217 $ 197,217 Admin Program Total Direct Personnel Salaries Subtotal 3.60 $ 15,451 $ 197,217 $ 212,668 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 239 $ 3,057 $ 3,296 1202 Worker's Compensation 386 4,931 5,317 1203 Health Insurance 1,947 24,849 26,796 Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 30 of 134 1204 Other(specify) - - - 1205 Other(specify) - - - 1206 Other(specify) - - - Direct Employee Benefits Subtotal: $ 2,572 $ 32,837 $ 35,409 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,182 15,087 16,269 1303 SUI 108 1,381 1,489 1304 Other(specify) - - - 1305 Other(specify) - - - 1306 Other(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 1,290 $ 16,468 $ 17,758 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 19,313 $ 246,522 $ 265,835 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 7%1 93% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 5,000 2003 Client Transportation&Support 3,000 2004 Clothing, Food,&Hygiene 4,073 2005 Education Support 225 2006 Employment Support 225 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 4,000 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) - 2016 Other(specify) - DIRECT CLIENT CARE TOTAL $ 16,523 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 7,205 3002 Printing/Postage 270 3003 Office Supplies&Equipment 2,050 3004 Advertising - 3005 Staff Development&Training 2,205 3006 Staff Mileage 180 3007 Subscriptions&Memberships 100 3008 Vehicle Maintenance 16,250 3009 Other(Staff Recruitment) 170 3010 Other(Insurance) 12,843 3011 Other(specify) - 3012 Other(specify) - Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 31 of 134 DIRECT OPERATING EXPENSES TOTAL: $ 41,273 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 9,515 4002 Rent/Lease Building 8,640 4003 Rent/Lease Equipment 2,160 4004 Rent/Lease Vehicles 13,012 4005 Security - 4006 Utilities 3,757 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 1 Other(specify) DIRECT FACILITIES/EQUIPMENT TOTAL:j $ 37,084 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 11,744 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 11,944 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ - Administrative Overhead 6002 Professional Liability Insurance - 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Specify): - 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) 6008 Personnel(Indirect Salaries&Benefits) 28,007 6009 Other(Operating) 9,336 6010 Other(specify) - 6011 Other(specify) 6012 10ther(specify) 6013 1 Other(specify) INDIRECT EXPENSES TOTAL $ 37,343 INDIRECT COST RATE 10.00% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 675 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - Fresno County Department ofBehavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 32 of 134 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 775 TOTAL PROGRAM EXPENSES $ 410,777 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation (FFP)% 1 0% MEDI-CAL FFP TOTAL $ 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ REALIGNMENT TOTAL $ 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 102,777 8302 PEI- Prevention &Early Intervention - 8303 INN- Innovations 8304 WET-Workforce Education &Training 8305 jCFTN-Capital Facilities&Technology MHSA TOTAL $ 102,777 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 33 of 134 8403 Grants(PATH) 308,000 8404 Other(Specify) - 8405 10ther(Specify) - OTHER REVENUE TOTAL $ 308,000 TOTAL PROGRAM FUNDING SOURCES: 1 $ 410,777 NET PROGRAM COST: $ - Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 34 of 134 PATH PROGRAM- OEL Kings View Fiscal Year (FY) 2024-25 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Total 1.00 Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 35 of 134 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.20 PATH OEL/Fresno 0.80 Total 2.00 Fresno County Department of Behavioral Health Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 36 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2024-25 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 265,835 Administrative Positions 15,451 1101 Executive Director 1,950 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 2,610 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 2,787 Provides administrative support for the program. 1104 Accountant 4,464 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 3,640 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 197,217 1116 Program Manager 77,469 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 82,250 Provides outreach and engagement services,provides linkage to needed services. 1118 Case Managers 37,498 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1119 0 - 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 Direct Employee Benefits 35,409 1201 Retirement 3,296 Cost of 401K 1202 Worker's Compensation 5,317 Workers Comp Insurance 1203 Health Insurance 26,796 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 17,758 1301 OASDI - 1302 FICA/MEDICARE 16,269 Cost of FICA/Medicare 1303 SUI 1,489 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 16,523 2001 Child Care - 2002 Client Housing Support 5,000 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 3,000 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 4,073 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support 225 Assist with education expenses such as books and registration. Fresno County Departrrrent ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 37 of 134 PROGRAM EXPENSE ACCT#1 LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support 225 Cost of employment assistance such as interview clothes,DMV records,ID Cards or birth certificates. 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 4,000 Cost to supply showers trailer with items such as soap,shampoo,and towels for client usage. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 41,273 3001 Telecommunications 7,205 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 270 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 2,050 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 2,205 Minor shared cost for continuation of staff development and training.Also,includes H M IS training fees. 3006 Staff Mileage 180 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 100 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 16,250 Auto repairs&maintenance required to maintain 1 leased truck to haul client showers, 1 shared leased vehicle,and 2 county owened vans for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,fuel and DVM fees. 3009 Other(Staff Recruitment) 170 Thorough background check and drug testing. 3010 Other(Insurance) 12,843 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 37,084 4001 Building Maintenance 9,515 Shared copier maintenance and minor building repairs and maintenance.Annual Janitorial Services to maintain client showers clean. 4002 Rent/Lease Building 8,640 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 2,160 Shared copier lease. 4004 Rent/Lease Vehicles 13,012 The cost of 1 shared lease vehicles to assist with program and client needs and cost of 1 lease truck to haul client showers. 4005 Security - 4006 Utilities 3,757 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 11,944 5001 Consultant(Network&Data Management) 11,744 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7. After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 Anticipating translation services to assist clients. 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 37,343 6001 Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping Fresno County Department ofBehaviorel Fleakh Contract BudgetI h rative Revised 2/7/2020 Exhibit C Page 38 of 134 PROGRAM EXPENSE ACCT#j LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 28,007 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 9,336 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) 6012 Other(specify) 6013 Other(specify) - 7000:DIRECT FIXED ASSETS 775 7001 Computer Equipment&Software 675 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 410,777 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 410,777 BUDGET CHECK: - Fresno County Department of Behavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 39 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2025-26 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 2,008 $ 2,008 1102 Regional Director 0.02 2,688 2,688 1103 Admin Specialist 0.05 2,870 2,870 1104 Accountant 0.07 4,598 4,598 1105 Quality Improvement Data Analyst 0.05 3,750 3,750 1106 - - 1107 - - 1108 - 1109 - - 1110 - 1111 - - 1112 - 1113 - - 1114 - - 1115 - - Direct Personnel Admin Salaries Subtotal 0.20 $ 15,914 $ 15,914 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.60 $ 79,793 $ 79,793 1117 Outreach Worker 2.00 84,718 84,718 1118 Case Managers 0.80 38,623 38,623 1119 - - 1120 - 1121 - - 1122 - 1123 - - 1124 - 1125 - - 1126 - 1127 - - 1128 - 1129 - - 1130 - - 1131 - - 1132 - - 1133 - - 1134 - - Direct Personnel Program Salaries Subtotall 3.40 1 $ 203,134 1 $ 203,134 Admin Program Total Direct Personnel Salaries Subtotal 3.60 $ 15,914 $ 203,134 $ 219,048 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 246 $ 3,149 $ 3,395 1202 Worker's Compensation 398 5,078 5,476 1203 Health Insurance 2,005 25,595 27,600 1204 Other(specify) - 1205 10ther(specify) - - - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 40 of 134 1206 10ther(specify) - - I - Direct Employee Benefits Subtotal:1 $ 2,649 1 $ 33,822 1 $ 36,471 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,217 15,540 16,757 1303 SUI 112 1,422 1,534 1304 Other(specify) - - - 1305 10ther(specify) - - 1306 10ther(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 1,329 $ 16,962 $ 18,291 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 19,892 $ 253,918 $ 273,810 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 7%1 93% 2000: DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 3,400 2003 Client Transportation&Support 2,100 2004 Clothing, Food,&Hygiene 2,920 2005 Education Support 200 2006 Employment Support 200 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) - 2015 10ther(specify) - 2016 10ther(specify) - DIRECT CLIENT CARE TOTAL $ 10,820 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 7,205 3002 Printing/Postage 70 3003 Office Supplies&Equipment 1,240 3004 Advertising - 3005 Staff Development&Training 1,205 3006 Staff Mileage 180 3007 Subscriptions&Memberships 100 3008 Vehicle Maintenance 16,250 3009 Other(Staff Recruitment) 170 3010 Other(Insurance) 12,843 3011 Other(specify) - 3012 Other(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 39,263 4000: DIRECT FACILITIES&EQUIPMENT Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 41 of 134 Acct# Line Item Description Amount 4001 Building Maintenance $ 9,253 4002 Rent/Lease Building 8,640 4003 Rent/Lease Equipment 2,160 4004 Rent/Lease Vehicles 13,012 4005 Security - 4006 Utilities 3,757 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 Other(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 36,822 5000: DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 11,744 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL:1 $ 11,944 6000: INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ - Administrative Overhead 6002 Professional Liability Insurance - 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Specify): - 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 28,007 6009 Other(Operating) 9,336 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 10ther(specify) - INDIRECT EXPENSES TOTAL 1 $ 37,343 INDIRECT COST RATE 10.00% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 675 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ d- Fresno 7006 Assets over$5,000/unit(Specify)7007 Other(specify)County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 42 of 134 7008 Other(specify) I - FIXED ASSETS EXPENSES TOTAL $ 775 TOTAL PROGRAM EXPENSES $ 410,777 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ - 8002 Case Management - 8003 Crisis Services - 8004 Medication Support - 8005 Collateral - 8006 Plan Development - 8007 Assessment - 8008 Rehabilitation - 8009 Other(Specify) - 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ - 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ - SUBSTANCE USE DISORDER FUNDS TOTAL $ - 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ - REALIGNMENT TOTAL $ - 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 102,777 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 CFTN-Capital Facilities&Technology - MHSA TOTAL $ 102,777 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - 8403 Grants(PATH) 308,000 8404 Other(Specify) - 8405 Other(Specify) - OTHER REVENUE TOTAL $ 308,000 TOTAL PROGRAM FUNDING SOURCES: $ 410,777 NET PROGRAM COST: $ - Fresno County Department of Behavioral Health Contract Budget Template Revised 4/10/2020 Exhibit C Page 43 of 134 PATH PROGRAM- OEL Kings View Fiscal Year (FY) 2025-26 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Exhibit C Page 44 of 134 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.20 PATH OEL/Fresno 0.80 Exhibit C Page 45 of 134 Total 2.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 46 of 134 PATH PROGRAM-OEL Kings View Fiscal Year(FY)2025-26 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 273,810 Administrative Positions 15,914 1101 Executive Director 2,008 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 2,688 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 2,870 Provides administrative support for the program. 1104 Accountant 4,598 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 3,750 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 203,134 1116 Program Manager 79,793 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 84,718 Provides outreach and engagement services,provides linkage to needed services. 1118 Case Managers 38,623 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1119 0 - 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 Direct Employee Benefits 36,471 1201 Retirement 3,395 Cost of 401K 1202 Worker's Compensation 5,476 Workers Comp Insurance 1203 Health Insurance 27,600 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 18,291 1301 OASDI - 1302 FICA/MEDICARE 16,757 Cost of FICA/Medicare 1303 SUI 1,534 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 10,820 2001 Child Care - 2002 Client Housing Support 3,400 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 2,100 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 2,920 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support 200 Assist with education expenses such as books and registration. Fresno County Departrrrent ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 47 of 134 PROGRAM EXPENSE ACCT#1 LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support 200 Cost of employment assistance such as interview clothes,DMV records,ID Cards or birth certificates. 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 Cost to supply showers trailer with items such as soap,shampoo,and towels for client usage. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 39,263 3001 Telecommunications 7,205 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 70 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,240 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 1,205 Minor shared cost for continuation of staff development and training.Also,includes H M IS training fees. 3006 Staff Mileage 180 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 100 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 16,250 Auto repairs&maintenance required to maintain 1 leased truck to haul client showers, 1 shared leased vehicle,and 2 county owned vans for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,fuel and DVM fees. 3009 Other(Staff Recruitment) 170 Thorough background check and drug testing. 3010 Other(Insurance) 12,843 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 36,822 4001 Building Maintenance 9,253 Shared copier maintenance and minor building repairs and maintenance.Annual Janitorial Services to maintain client showers clean. 4002 Rent/Lease Building 8,640 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 2,160 Shared copier lease. 4004 Rent/Lease Vehicles 13,012 The cost of 1 shared lease vehicles to assist with program and client needs and cost of 1 lease truck to haul client showers. 4005 Security - 4006 Utilities 3,757 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 11,944 5001 Consultant(Network&Data Management) 11,744 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7. After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 200 Anticipating translation services to assist clients. 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 37,343 6001 Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping Fresno County Department ofBehaviorel Fleakh Contract BudgetI h rative Revised 2/7/2020 Exhibit C Page 48 of 134 PROGRAM EXPENSE ACCT#j LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 28,007 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 9,336 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) 6012 Other(specify) 6013 Other(specify) - 7000:DIRECT FIXED ASSETS 775 7001 Computer Equipment&Software 675 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 410,777 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 410,777 BUDGET CHECK: - Fresno County Department of Behavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 49 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2021-22 PROGRAM EXPENSES 1000: DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 790 $ 790 1102 Executive Assistant 0.01 252 252 1103 Regional Director 0.02 2,593 2,593 1104 Admin Specialist 0.08 3,885 3,885 1105 Accountant 0.03 1,792 1,792 1106 Quality Improvement Data Analyst 0.02 1,268 1,268 1107 - - 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.16 $ 10,580 $ 10,580 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.30 $ 31,603 $ 31,603 1117 Case Managers 0.80 33,654 33,654 1118 - - 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 1.10 $ 65,257 $ 65,257 Admin Program Total Direct Personnel Salaries Subtotal 1.26 $ 10,580 $ 65,257 $ 75,837 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 192 $ 1,183 $ 1,375 Exhibit C Page 50 of 134 1202 Worker's Compensation 253 1,559 1,812 1203 Health Insurance 776 4,783 5,559 1204 Other(specify) - - - 1205 Other(specify) 1206 Other(specify) Direct Employee Benefits Subtotal: $ 1,221 $ 7,525 $ 8,746 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 777 4,791 5,568 1303 SUI 61 376 437 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) Direct Payroll Taxes&Expenses Subtotal: $ 838 $ 5,167 $ 6,005 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 12,639 $ 77,949 $ 90,588 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 14% 86% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 25,000 2003 Client Transportation&Support 2004 Clothing, Food,&Hygiene 740 2005 Education Support 2006 Employment Support 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,372 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) - 2015 Other(specify) - 2016 Other(specify) - DIRECT CLIENT CARE TOTAL $ 28,112 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 1,330 3002 Printing/Postage 350 3003 Office Supplies&Equipment 1,023 3004 Advertising - 3005 Staff Development&Training 640 3006 Staff Mileage 150 3007 Subscriptions&Memberships 50 Exhibit C Page 51 of 134 3008 Vehicle Maintenance 2,167 3009 Other(Staff Recruitment) 300 3010 Other(specify) - 3011 Other(specify) - 3012 Other(specify) - DIRECT OPERATING EXPENSES TOTA1:1 $ 6,010 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 1,324 4002 Rent/Lease Building 2,052 4003 Rent/Lease Equipment 240 4004 Rent/Lease Vehicles 1,953 4005 Security - 4006 Utilities 675 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 Other(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 6,244 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 4,046 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 32,438 5004 Translation Services - 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 36,484 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ 20,789 Administrative Overhead 6002 1 Professional Liability Insurance 1,961 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 689 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) - 6009 Other(specify) - 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 Other(specify) - INDIRECT EXPENSES TOTAL $ 23,439 Exhibit C Page 52 of 134 INDIRECT COST RATE 13.74% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 3,050 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture& Fixtures 100 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 3,150 TOTAL PROGRAM EXPENSES $ 194,027 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services 0 - $ - 8002 Case Management 160 3.75 600 8003 Crisis Services 64 6.75 432 8004 Medication Support 2,870 8.00 22,960 8005 Collateral - 8006 Plan Development 850 4.50 3,825 8007 Assessment 2,950 4.50 13,275 8008 Rehabilitation 33,838 4.50 152,271 8009 Other(Specify) 0 - - 8010 Other(Specify) 0 Estimated Specialty Mental Health Services Billing Totals: 140,7321 $ 193,363 Estimated%of Clients who are Medi-Cal Beneficiaries 75% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries 145,022 Federal Financial Participation (FFP)% 1 85% 123,269 MEDI-CAL FFP TOTAL $ 123,269 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ 0 REALIGNMENT TOTAL $ 0 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 69,756 8302 PEI- Prevention& Early Intervention - Exhibit C Page 53 of 134 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 CFTN-Capital Facilities&Technology - MHSATOTAL $ 69,756 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance - 8403 Grants(Specify) - 8404 Other(Client Rents) 1,002 8405 1 Other(Specify) - OTHER REVENUE TOTALI $ 1,002 TOTAL PROGRAM FUNDING SOURCES: $ 194,027 NET PROGRAM COST: $ - Exhibit C Page 54 of 134 PATH Program- SMHS Kings View Fiscal Year (FY) 2021-22 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.23 CVSPH/California State,Tualre, Calaveras,Tuolum 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Executive Assistant PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.23 CVSPH/California State,Tualre, Calaveras,Tuolum 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position lContract#/Name/Department/County F!0.. Regional Director PATH SMHS/Fresno 02PATH OEL/Fresno 05 Exhibit C Page 55 of 134 Blue Sky/Fresno 0.10 Rural Triage East/Fresno 0.22 Rural Triage West/Fresno 0.22 Metro CIT/Fresno 0.22 Map Point/Fresno 0.02 CVSPH/California State,Tualre, Calaveras,Tuolum 0.15 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.08 PATH OEL/Fresno 0.26 Rural Triage East/Fresno 0.40 Rural Triage West/Fresno 0.26 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.70 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 0.80 PATH OEL/Fresno 1.20 Total 2.00 Position lContract#/Name/Department/County F!0.. Accountant PATH SMHS/Fresno 04PATH OEL/Fresno 07 Exhibit C Page 56 of 134 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality & Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position lContract#/Name/Department/County FTE Exhibit C Page 57 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2021-22 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 90,588 Administrative Positions 10,580 1101 Executive Director 790 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Executive Assistant 252 This position will assist Executive Director with staff oversight and representing and maintaining the collaborative relationship between agencies. 1103 Regional Director 2,593 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1104 Admin Specialist 3,885 Provides administrative support for the program and assist with medical billing and records. 1105 Accountant 1,792 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1106 Quality Improvement Data Analyst 1,268 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1107 0 - 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 1 - Program Positions 65,257 1116 Program Manager 31,603 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 33,654 Provides administrative support for the program and assist with medical billing and records. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 10 Direct Employee Benefits 8,746 1201 Retirement 1,375 Cost of401K 1202 Worker's Compensation 1,812 Workers Comp Insurance 1203 Health Insurance 5,559 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 6,005 1301 OASDI - 1302 FICA/MEDICARE 5,568 Cost of FICA/Medicare 1303 SUI 437 Cost ofSUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) 2000:DIRECT CLIENT SUPPORT 28,112 2001 Child Care - 2002 Client Housing Support 25,000 Support clients with rent,security deposits,board and care,emergency housing such as hotels/motels,groceries and household supplies. 2003 Client Transportation&Support - 2004 Clothing,Food,&Hygiene 740 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support - 2006 Employment Support - Exhibit C Page 58 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical - 2010 Utility Vouchers 2011 Other(Program Supplies) 2,372 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) 2015 Other(specify) - 2016 1 Other(specify) 3000:DIRECT OPERATING EXPENSES 6,010 3001 Telecommunications 1,330 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 350 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,023 Includes all supplies used by staff in the course of providing services.Also,includes program supplies such as snacks for clients or outreach supplies. 3004 Advertising - 3005 Staff Development&Training 640 Minor shared cost for continuation of staff development and training.Also includes HMIS training fees. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 50 Minor shared cost of special subscription necessary for staff to provide services orjob tasks,such as an online subscription. 3008 Vehicle Maintenance 2,167 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 300 Thorough background check and drug testing. 3010 Other(specify) - 3011 Other(specify) - 3012 Other(specify) - 4000:DIRECT FACILITIES&EQUIPMENT 6,244 4001 Building Maintenance 1,324 Shared copier maintenance and minor building repairs and maintenance. 4002 Rent/Lease Building 2,052 Building space lease,anticipating moving locations. 4003 Rent/Lease Equipment 240 Shared copier lease. 4004 Rent/Lease Vehicles 1,953 The cost of 2 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 675 The cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 36,484 5001 Consultant(Network&Data Management) 4,046 Kings View Information Technology Department(KVIT)will provide hardware and software support for successful data collection.A database will be designed for this program.KVIT will procure equipment,software&other services from approved& authorized vendors. Provide online,onsite,or phone-based emergency support-24/7 from the KVIT Help Desk. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 32,438 Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) - 5008 Other(specify) - 6000:INDIRECT EXPENSES 23,439 6001 Administrative Overhead 20,789 Expenses provides program management,fiscal services,payroll,human resources, 6002 Professional Liability Insurance 1,961 Cost general and professional liability insurance. 6003 Accounting/Bookkeeping - 6004 External Audit 6005 Insurance(Liability): 689 Cost of personal property,accidental and auto insurance. 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used - 6008 Personnel(Indirect Salaries&Benefits) 6009 Other(specify) - 6010 Other(specify) Exhibit C Page 59 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6011 Other(specify) - 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 3,150 7001 Computer Equipment&Software 3,050 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) - 7008 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management Based on annualizing current reports 8003 Crisis Services Based on annualizing current reports 8004 Medication Support Based on annualizing current reports 8005 Collateral 8006 Plan Development Based on annualizing current reports 8007 Assessment Based on annualizing current reports 8008 Rehabilitation Based on annualizing current reports 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 194,027 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 194,027 BUDGET CHECK: - Exhibit C Page 60 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2022-23 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,802 $ 1,802 1102 Regional Director 0.06 7,239 7,239 1103 Admin Specialist 0.30 15,457 15,457 1104 Accountant 0.04 2,358 2,358 1105 Quality Improvement Data Analyst 0.02 1,346 1,346 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.43 $ 28,202 $ 28,202 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.12 $ 14,325 $ 14,325 1117 Case Managers 1.06 45,930 45,930 1118 - - 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 1.18 $ 60,255 $ 60,255 Admin Program Total Direct Personnel Salaries Subtotal 1.61 $ 28,202 $ 60,255 $ 88,457 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 533 $ 1,139 $ 1,672 1202 Worker's Compensation 702 1,501 2,203 1203 Health Insurance 2,642 5,646 8,288 1204 Other(specify) - - Exhibit C Page 61 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 3,877 $ 8,286 $ 12,163 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 2,158 4,609 6,767 1303 SUI 169 362 531 1304 Other(specify) - - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 2,327 $ 4,971 $ 7,298 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 34,406 $ 73,512 $ 107,918 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 32% 68% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 36,781 2003 Client Transportation&Support 2004 Clothing, Food,&Hygiene 2,115 2005 jEclucation Support 2006 Employment Support 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 40,896 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 1,750 3002 Printing/Postage 250 3003 Office Supplies&Equipment 1,174 3004 Advertising - 3005 IStaff Development&Training 1,256 3006 Staff Mileage 150 3007 Subscriptions&Memberships 50 3008 Vehicle Maintenance 1,020 3009 Other(Staff Recruitment) 300 3010 Other(Insurance) 2,410 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 8,360 Exhibit C Page 62 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 1,324 4002 Rent/Lease Building 2,200 4003 Rent/Lease Equipment 240 4004 Rent/Lease Vehicles 830 4005 Security 4006 Utilities 675 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 10ther(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 5,269 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 4,980 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (Psychiatrist Fees) 34,571 5004 Translation Services - 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) DIRECT SPECIAL EXPENSES TOTAL: $ 39,551 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 18,071 6009 Other(Operating) 6,024 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 24,095 INDIRECT COST RATE 11.80% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 2,100 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 63 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 2,200 TOTAL PROGRAM EXPENSES $ 228,289 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services 0 - $ - 8002 Case Management 164 3.75 615 8003 Crisis Services 61 6.75 412 8004 Medication Support 2,981 8.25 24,593 8005 lCollateral - 8006 Plan Development 2,000 4.50 9,000 8007 Assessment 2,965 4.50 13,343 8008 Rehabilitation 39,829 5.00 199,145 8009 Other(Specify) 0 - 8010 Other(Specify) 0 - Estimated Specialty Mental Health Services Billing Totals: 148,0001 $ 247,108 Estimated%of Clients who are Medi-Cal Beneficiaries 75% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries 185,331 Federal Financial Participation(FFP)% 1 85% 157,531 MEDI-CAL FFP TOTAL $ 157,531 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ (0) REALIGNMENT TOTAL $ (0) 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 69,756 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 69,756 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance 8403 Grants(Specify) - 8404 Other(Client Rents) 1,002 8405 Other(Specify) Exhibit C Page 64 of 134 I OTHER REVENUE TOTALI $ 1,002 I TOTAL PROGRAM FUNDING SOURCES: $ 228,289 NET PROGRAM COST: $ - Exhibit C Page 65 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year (FY) 2022-23 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Exhibit C Page 66 of 134 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.06 PATH OEL/Fresno 0.94 Exhibit C Page 67 of 134 Total 2.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 68 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2022-23 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 107,918 Administrative Positions 28,202 1101 Executive Director 1,802 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 7,239 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 15,457 Provides administrative support for the program and assist with medical billing and records. 1104 Accountant 2,358 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 1,346 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 Program Positions 60,255 1116 Program Manager 14,325 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 45,930 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 10 Direct Employee Benefits 12,163 1201 Retirement 1,672 Cost of 401K 1202 Worker's Compensation 2,203 Workers Comp Insurance 1203 Health Insurance 8,288 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) - 1206 Other(specify) - Direct Payroll Taxes&Expenses: 7,298 1301 OASDI - 1302 FICA/MEDICARE 6,767 Cost of FICA/Medicare 1303 SUI 531 Cost of SUI 1304 Other(specify) - 1305 Other(specify) - 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 40,896 2001 Child Care - 2002 Client Housing Support 36,781 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support - 2004 Clothing,Food,&Hygiene 2,115 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support Exhibit C Page 69 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support - 2007 Household Items for Clients 2008 Medication Supports - 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) - 2015 Other(specify) 2016 1 Other(specify) 3000:DIRECT OPERATING EXPENSES 8,360 3001 Telecommunications 1,750 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 250 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,174 Includes all supplies and minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 1,256 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 50 Minor shared cost of special subscription necessary for staff to provide services orjob tasks,such as an online subscription. 3008 Vehicle Maintenance 1,020 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 300 Thorough background check and drug testing. 3010 Other(Insurance) 2,410 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 5,269 4001 Building Maintenance 1,324 Shared copier maintenance,minor building repairs and maintenance to facility. 4002 Rent/Lease Building 2,200 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 240 Shared copier lease. 4004 Rent/Lease Vehicles 830 The cost of 1 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 675 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) - 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 39,551 5001 Consultant(Network&Data Management) 4,980 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 34,571 Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) - 5008 Other(specify) - 6000:INDIRECT EXPENSES 24,095 6001 Administrative Overhead - 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping - 6004 External Audit 6005 Insurance(Specify): - 6006 Payroll Services Exhibit C Page 70 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6007 Depreciation(Provider-Owned Equipment to be Used - 6008 Personnel(Indirect Salaries&Benefits) 18,071 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 6,024 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 2,200 7001 Computer Equipment&Software 2,100 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) - 7008 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management Based on annualizing current reports 8003 Crisis Services Based on annualizing current reports 8004 Medication Support Based on annualizing current reports 8005 Collateral 8006 Plan Development Based on annualizing current reports 8007 Assessment Based on annualizing current reports 8008 Rehabilitation Based on annualizing current reports 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 228,289 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 228,289 BUDGET CHECK: - Exhibit C Page 71 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2023-24 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,874 $ 1,874 1102 Regional Director 0.06 7,528 7,528 1103 Admin Specialist 0.30 16,076 16,076 1104 Accountant 0.04 2,453 2,453 1105 Quality Improvement Data Analyst 0.02 1,387 1,387 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.43 $ 29,318 $ 29,318 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.12 $ 14,898 $ 14,898 1117 Case Managers 1.06 47,774 47,774 1118 - - 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 1.18 $ 62,672 $ 62,672 Admin Program Total Direct Personnel Salaries Subtotal 1.61 $ 29,318 $ 62,672 $ 91,990 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 554 $ 1,185 $ 1,739 1202 Worker's Compensation 730 1,560 2,290 1203 Health Insurance 2,747 5,872 8,619 1204 Other(specify) - - Exhibit C Page 72 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 4,031 $ 8,617 $ 12,648 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 2,243 4,794 7,037 1303 SUI 176 376 552 1304 Other(specify) - - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 2,419 $ 5,170 $ 7,589 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 35,768 $ 76,459 $ 112,227 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 32% 68% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 31,135 2003 Client Transportation&Support - 2004 Clothing, Food,&Hygiene 2,115 2005 jEclucation Support - 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 35,250 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 1,750 3002 Printing/Postage 250 3003 Office Supplies&Equipment 1,271 3004 Advertising - 3005 IStaff Development&Training 1,355 3006 Staff Mileage 150 3007 Subscriptions&Memberships 50 3008 Vehicle Maintenance 1,520 3009 Other(Staff Recruitment) 300 3010 Other(Insurance) 2,440 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 9,086 Exhibit C Page 73 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 1,324 4002 Rent/Lease Building 2,266 4003 Rent/Lease Equipment 240 4004 Rent/Lease Vehicles 830 4005 Security 4006 Utilities 695 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 10ther(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 5,355 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 4,980 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (Psychiatrist Fees) 35,096 5004 Translation Services - 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) DIRECT SPECIAL EXPENSES TOTAL: $ 40,076 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 18,071 6009 Other(Operating) 6,024 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 24,095 INDIRECT COST RATE 11.80% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 2,100 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 74 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 2,200 TOTAL PROGRAM EXPENSES $ 228,289 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services 0 - $ - 8002 Case Management 164 3.75 615 8003 Crisis Services 61 6.75 412 8004 Medication Support 2,981 8.25 24,593 8005 lCollateral - 8006 Plan Development 2,000 4.50 9,000 8007 Assessment 2,965 4.50 13,343 8008 Rehabilitation 39,829 5.00 199,145 8009 Other(Specify) 0 - 8010 Other(Specify) 0 - Estimated Specialty Mental Health Services Billing Totals: 148,0001 $ 247,108 Estimated%of Clients who are Medi-Cal Beneficiaries 75% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries 185,331 Federal Financial Participation(FFP)% 1 85% 157,531 MEDI-CAL FFP TOTAL $ 157,531 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ 0 REALIGNMENT TOTAL $ 0 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 69,756 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 69,756 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance 8403 Grants(Specify) - 8404 Other(Client Rents) 1,002 8405 Other(Specify) Exhibit C Page 75 of 134 I OTHER REVENUE TOTALI $ 1,002 I TOTAL PROGRAM FUNDING SOURCES: $ 228,289 NET PROGRAM COST: $ - Exhibit C Page 76 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year (FY) 2023-24 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Exhibit C Page 77 of 134 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.06 PATH OEL/Fresno 0.94 Exhibit C Page 78 of 134 Total 2.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 79 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2023-24 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 112,227 Administrative Positions 29,318 1101 Executive Director 1,874 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 7,528 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 16,076 Provides administrative support for the program and assist with medical billing and records. 1104 Accountant 2,453 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 1,387 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 1 - Program Positions 62,672 1116 Program Manager 14,898 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 47,774 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 - Direct Employee Benefits 12,648 1201 Retirement 1,739 Cost of 401K 1202 Worker's Compensation 2,290 Workers Comp Insurance 1203 Health Insurance 8,619 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) - 1206 Other(specify) - Direct Payroll Taxes&Expenses: 7,589 1301 OASDI - 1302 FICA/MEDICARE 7,037 Cost ofFICA/Medicare 1303 SUI 552 Cost ofSUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) 2000:DIRECT CLIENT SUPPORT 35,250 2001 Child Care - 2002 Client Housing Support 31,135 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support - 2004 Clothing,Food,&Hygiene 2,115 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. Exhibit C Page 80 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2005 Education Support - 2006 Employment Support - 2007 Household Items for Clients - 2008 Medication Supports 2009 Program Supplies-Medical - 2010 Utility Vouchers 2011 Other(Program Supplies) 2,000 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) - 2014 Other(specify) 2015 Other(specify) - 2016 1 Other(specify) - 3000:DIRECT OPERATING EXPENSES 9,086 3001 Telecommunications 1,750 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 250 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,271 Includes all supplies and minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 1,355 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 50 Minor shared cost of special subscription necessary for staff to provide services orjob tasks,such as an online subscription. 3008 Vehicle Maintenance 1,520 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 300 Thorough background check and drug testing. 3010 Other(Insurance) 2,440 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) - 4000:DIRECT FACILITIES&EQUIPMENT 5,355 4001 Building Maintenance 1,324 Shared copier maintenance,minor building repairs and maintenance to facility. 4002 Rent/Lease Building 2,266 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 240 Shared copier lease. 4004 Rent/Lease Vehicles 830 The cost of 1 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 695 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) 4010 1 Other(specify) 5000:DIRECT SPECIAL EXPENSES 40,076 5001 Consultant(Network&Data Management) 4,980 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 35,096 Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services - 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 24,095 6001 Administrative Overhead - 6002 Professional Liability Insurance - 6003 Accounting/Bookkeeping 6004 External Audit - 6005 Insurance(Specify): Exhibit C Page 81 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 18,071 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 6,024 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) 6012 Other(specify) - 6013 Other(specify) - 7000:DIRECT FIXED ASSETS 2,200 7001 Computer Equipment&Software 2,100 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Bu lid!ng Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) - 7007 Other(specify) 7008 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management Based on annualizing current reports 8003 Crisis Services Based on annualizing current reports 8004 Medication Support Based on annualizing current reports 8005 Collateral 8006 Plan Development Based on annualizing current reports 8007 Assessment Based on annualizing current reports 8008 Rehabilitation Based on annualizing current reports 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 228,289 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 228,289 BUDGET CHECK: - Exhibit C Page 82 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2024-25 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 1,949 $ 1,949 1102 Regional Director 0.06 7,829 7,829 1103 Admin Specialist 0.30 16,719 16,719 1104 Accountant 0.04 2,551 2,551 1105 Quality Improvement Data Analyst 0.02 1,442 1,442 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.43 $ 30,490 $ 30,490 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.12 $ 15,494 $ 15,494 1117 Case Managers 1.20 56,244 56,244 1118 - - 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 1.32 $ 71,738 $ 71,738 Admin Program Total Direct Personnel Salaries Subtotal 1.75 $ 30,490 $ 71,738 $ 102,228 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 576 $ 1,356 $ 1,932 1202 Worker's Compensation 759 1,786 2,545 1203 Health Insurance 2,857 6,722 9,579 1204 Other(specify) - - Exhibit C Page 83 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 4,192 $ 9,864 $ 14,056 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 2,333 5,488 7,821 1303 SUI 183 430 613 1304 Other(specify) - - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 2,516 $ 5,918 $ 8,434 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 37,198 $ 87,520 $ 124,718 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 30% 70% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 20,070 2003 Client Transportation&Support - 2004 Clothing, Food,&Hygiene 1,747 2005 jEclucation Support - 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 23,817 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 1,750 3002 Printing/Postage 200 3003 Office Supplies&Equipment 873 3004 Advertising - 3005 IStaff Development&Training 895 3006 Staff Mileage 150 3007 Subscriptions&Memberships 50 3008 Vehicle Maintenance 1,520 3009 Other(Staff Recruitment) 300 3010 Other(Insurance) 2,440 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 8,178 Exhibit C Page 84 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 1,174 4002 Rent/Lease Building 2,266 4003 Rent/Lease Equipment 240 4004 Rent/Lease Vehicles 830 4005 Security 4006 Utilities 695 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 10ther(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 5,205 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 4,980 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (Psychiatrist Fees) 35,096 5004 Translation Services - 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) DIRECT SPECIAL EXPENSES TOTAL: $ 40,076 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) 6008 Personnel(Indirect Salaries&Benefits) 18,071 6009 Other(Operating) 6,024 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 24,095 INDIRECT COST RATE 11.80% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 2,100 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 85 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 2,200 TOTAL PROGRAM EXPENSES $ 228,289 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services 0 - $ - 8002 Case Management 164 3.75 615 8003 Crisis Services 61 6.75 412 8004 Medication Support 2,981 8.25 24,593 8005 lCollateral - 8006 Plan Development 2,000 4.50 9,000 8007 Assessment 2,965 4.50 13,343 8008 Rehabilitation 39,829 5.00 199,145 8009 Other(Specify) 0 - 8010 Other(Specify) 0 - Estimated Specialty Mental Health Services Billing Totals: 148,0001 $ 247,108 Estimated%of Clients who are Medi-Cal Beneficiaries 75% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries 185,331 Federal Financial Participation(FFP)% 1 85% 157,531 MEDI-CAL FFP TOTAL $ 157,531 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ (0) REALIGNMENT TOTAL $ (0) 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 69,756 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 69,756 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance 8403 Grants(Specify) - 8404 Other(Client Rents) 1,002 8405 Other(Specify) Exhibit C Page 86 of 134 I OTHER REVENUE TOTALI $ 1,002 I TOTAL PROGRAM FUNDING SOURCES: $ 228,289 NET PROGRAM COST: $ - Exhibit C Page 87 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year (FY) 2024-25 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Exhibit C Page 88 of 134 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.20 PATH OEL/Fresno 0.80 Exhibit C Page 89 of 134 Total 2.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 90 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2024-25 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 124,718 Administrative Positions 30,490 1101 Executive Director 1,949 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 7,829 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 16,719 Provides administrative support for the program and assist with medical billing and records. 1104 Accountant 2,551 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 1,442 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 Program Positions 71,738 1116 Program Manager 15,494 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 56,244 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 10 Direct Employee Benefits 14,056 1201 Retirement 1,932 Cost of 401K 1202 Worker's Compensation 2,545 Workers Comp Insurance 1203 Health Insurance 9,579 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) - 1206 Other(specify) - Direct Payroll Taxes&Expenses: 8,434 1301 OASDI - 1302 FICA/MEDICARE 7,821 Cost of FICA/Medicare 1303 SUI 613 Cost of SUI 1304 Other(specify) - 1305 Other(specify) - 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 23,817 2001 Child Care - 2002 Client Housing Support 20,070 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support - 2004 Clothing,Food,&Hygiene 1,747 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support Exhibit C Page 91 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support - 2007 Household Items for Clients 2008 Medication Supports - 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) - 2015 Other(specify) 2016 1 Other(specify) 3000:DIRECT OPERATING EXPENSES 8,178 3001 Telecommunications 1,750 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 200 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 873 Includes all supplies and minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 895 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 50 Minor shared cost of special subscription necessary for staff to provide services orjob tasks,such as an online subscription. 3008 Vehicle Maintenance 1,520 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 300 Thorough background check and drug testing. 3010 Other(Insurance) 2,440 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 5,205 4001 Building Maintenance 1,174 Shared copier maintenance,minor building repairs and maintenance to facility. 4002 Rent/Lease Building 2,266 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 240 Shared copier lease. 4004 Rent/Lease Vehicles 830 The cost of 1 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 695 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) - 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 40,076 5001 Consultant(Network&Data Management) 4,980 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 35,096 Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) - 5008 Other(specify) - 6000:INDIRECT EXPENSES 24,095 6001 Administrative Overhead - 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping - 6004 External Audit 6005 Insurance(Specify): - 6006 Payroll Services Exhibit C Page 92 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6007 Depreciation(Provider-Owned Equipment to be Used - 6008 Personnel(Indirect Salaries&Benefits) 18,071 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 6,024 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 2,200 7001 Computer Equipment&Software 2,100 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) - 7008 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management Based on annualizing current reports 8003 Crisis Services Based on annualizing current reports 8004 Medication Support Based on annualizing current reports 8005 Collateral 8006 Plan Development Based on annualizing current reports 8007 Assessment Based on annualizing current reports 8008 Rehabilitation Based on annualizing current reports 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 228,289 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 228,289 BUDGET CHECK: - Exhibit C Page 93 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2025-26 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.01 $ 2,008 $ 2,008 1102 Regional Director 0.06 8,064 8,064 1103 Admin Specialist 0.30 17,218 17,218 1104 Accountant 0.04 2,627 2,627 1105 Quality Improvement Data Analyst 0.02 1,486 1,486 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.43 $ 31,403 $ 31,403 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.12 $ 15,959 $ 15,959 1117 Case Managers 1.06 57,934 57,934 1118 - - 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 1.18 $ 73,893 $ 73,893 Admin Program Total Direct Personnel Salaries Subtotal 1.61 $ 31,403 $ 73,893 $ 105,296 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 594 $ 1,396 $ 1,990 1202 Worker's Compensation 782 1,840 2,622 1203 Health Insurance 2,942 6,924 9,866 1204 Other(specify) - - Exhibit C Page 94 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 4,318 $ 10,160 $ 14,478 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 2,402 5,653 8,055 1303 SUI 189 443 632 1304 Other(specify) - - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 2,591 $ 6,096 $ 8,687 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 38,312 $ 90,149 $ 128,461 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 30% 70% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 17,225 2003 Client Transportation&Support - 2004 Clothing, Food,&Hygiene 1,746 2005 jEclucation Support - 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) 2,000 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 20,971 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 1,750 3002 Printing/Postage 200 3003 Office Supplies&Equipment 873 3004 Advertising - 3005 IStaff Development&Training 895 3006 Staff Mileage 150 3007 Subscriptions&Memberships 50 3008 Vehicle Maintenance 1,520 3009 Other(Staff Recruitment) 300 3010 Other(Insurance) 2,440 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 8,178 Exhibit C Page 95 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 1,174 4002 Rent/Lease Building 2,266 4003 Rent/Lease Equipment 240 4004 Rent/Lease Vehicles 830 4005 Security 4006 Utilities 695 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 10ther(specify) - DIRECT FACILITIES/EQUIPMENT TOTAL: $ 5,205 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 4,980 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (Psychiatrist Fees) 36,149 5004 Translation Services - 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) DIRECT SPECIAL EXPENSES TOTAL: $ 41,129 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 18,071 6009 Other(Operating) 6,024 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 24,095 INDIRECT COST RATE 11.80% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 150 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 100 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 96 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 250 TOTAL PROGRAM EXPENSES $ 228,289 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services 0 - $ 8002 Case Management 164 3.75 615 8003 Crisis Services 61 6.75 412 8004 Medication Support 2,981 8.25 24,593 8005 lCollateral - 8006 Plan Development 2,000 4.50 9,000 8007 Assessment 2,965 4.50 13,343 8008 Rehabilitation 39,829 5.00 199,145 8009 Other(Specify) 0 - 8010 Other(Specify) 0 - Estimated Specialty Mental Health Services Billing Totals: 148,0001 $ 247,108 Estimated%of Clients who are Medi-Cal Beneficiaries 75% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries 185,331 Federal Financial Participation(FFP)% 1 85% 157,531 MEDI-CAL FFP TOTAL $ 157,531 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ (0) REALIGNMENT TOTAL $ (0) 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 69,756 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 69,756 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ - 8402 Client Insurance 8403 Grants(Specify) - 8404 Other(Client Rents) 1,002 8405 Other(Specify) Exhibit C Page 97 of 134 I OTHER REVENUE TOTALI $ 1,002 I TOTAL PROGRAM FUNDING SOURCES: $ 228,289 NET PROGRAM COST: $ - Exhibit C Page 98 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year (FY) 2025-26 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Admin Specialist PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.05 Rural Crisis Intervention/Fresno 0.65 Exhibit C Page 99 of 134 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Case Managers PATH SMHS/Fresno 1.20 PATH OEL/Fresno 0.80 Exhibit C Page 100 of 134 Total 2.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 101 of 134 PATH PROGRAM-SMHS Kings View Fiscal Year(FY)2025-26 Budget Narrative PROGRAM EXPENSE ACCT#I LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 128,461 Administrative Positions 31,403 1101 Executive Director 2,008 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 8,064 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 17,218 Provides administrative support for the program and assist with medical billing and records. 1104 Accountant 2,627 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 1,486 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 0 Program Positions 73,893 1116 Program Manager 15,959 Provides supervision of all staff and direct oversight of program management. 1117 Case Managers 57,934 Provides case management and oversees the physical and mental wellness of individuals to ensure they are supported and can achieve the best outcomes,and referrals to appropriate linkages. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 Direct Employee Benefits 14,478 1201 Retirement 1,990 Cost of 401K 1202 Worker's Compensation 2,622 Workers Comp Insurance 1203 Health Insurance 9,866 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 8,687 1301 OASDI - 1302 FICA/MEDICARE 8,055 Cost of FICA/Medicare 1303 SUI 632 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) - 2000:DIRECT CLIENT SUPPORT 20,971 2001 Child Care - 2002 Client Housing Support 17,225 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support - 2004 Clothing,Food,&Hygiene 1,746 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support - Fresno County Departrrrent ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 102 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers 2011 Other(Program Supplies) 2,000 Cost of supplies for client groups such as notepads,therapy balls,puzzles or art supplies. 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 1 Other(specify) 3000:DIRECT OPERATING EXPENSES 8,178 3001 Telecommunications 1,750 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 200 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 873 Includes all supplies and minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 895 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships 50 Minor shared cost of special subscription necessary for staff to provide services or job tasks,such as an online subscription. 3008 Vehicle Maintenance 1,520 Minor auto repairs&maintenance required to maintain 1 shared leased vehicle for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,auto fuel,and DMV fees. 3009 Other(Staff Recruitment) 300 Thorough background check and drug testing. 3010 Other(Insurance) 2,440 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 5,205 4001 Building Maintenance 1,174 Shared copier maintenance,minor building repairs and maintenance to facility. 4002 Rent/Lease Building 2,266 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 240 Shared copier lease. 4004 Rent/Lease Vehicles 830 The cost of 1 shared lease vehicles to assist with program needs. 4005 Security - 4006 Utilities 695 Shared cost of gas and electric. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 41,129 5001 Consultant(Network&Data Management) 4,980 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7. After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (Psychiatrist Fees) 36,149 Yearly cost to contract with Physician to provide services and treatments to clients at 4 hours per week. 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 24,095 6001 Administrative Overhead - 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be Used Fresno County Department ofBehaviorel Heakh Contract Budgetl hnative Revised 2/7/2020 Exhibit C Page 103 of 134 PROGRAM EXPENSE ACCT#j LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6008 Personnel(Indirect Salaries&Benefits) 18,071 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 6,024 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - 6011 Other(specify) 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 250 7001 Computer Equipment&Software 150 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 100 Anticipating shared cost for replacement of furniture needs. 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management Based on annualizing current reports 8003 Crisis Services Based on annualizing current reports 8004 Medication Support Based on annualizing current reports 8005 Collateral 8006 Plan Development Based on annualizing current reports 8007 Assessment Based on annualizing current reports 8008 Rehabilitation Based on annualizing current reports 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 228,289 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 228,289 BUDGET CHECK: - Fresno County Department ofBehavioral Fleahh Contract Budget Narrative Revised 2/7/2020 Exhibit C Page 104 of 134 Mobile Outreach Project Kings View Fiscal Year(FY)2021-22 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Regional Director 0.03 $ 3,890 $ 3,890 1102 Executive Director 0.01 1,580 1,580 1103 Executive Director Assistant 0.01 504 504 1104 Accountant 0.03 1,952 1,952 1105 Quality Improvement Data Analyst 0.06 3,660 3,660 1106 - - 1107 - - 1108 - - 1109 - - 1110 - - 1111 - - 1112 - - 1113 - - 1114 - - 1115 - - Direct Personnel Admin Salaries Subtotal 0.14 $ 11,586 $ 11,586 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.03 2,686 $ 2,686 1117 Outreach Workers 2.50 93,600 93,600 1118 - 1119 - - 1120 - - 1121 - - 1122 - - 1123 - - 1124 - - 1125 - - 1126 - - 1127 - - 1128 - - 1129 - - 1130 - - 1131 - - 1132 - - 1133 - - 1134 - - Direct Personnel Program Salaries Subtotal 2.53 $ 96,286 $ 96,286 Admin Program Total Direct Personnel Salaries Subtotal 2.67 $ 11,586 $ 96,286 $ 107,872 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 110 $ 913 $ 1,023 1202 Worker's Compensation 165 1,369 1,534 Exhibit C Page 105 of 134 1203 Health Insurance 1,254 10,426 11,680 1204 Other(specify) - - - 1205 Other(specify) - - - 1206 Other(specify) - - - Direct Employee Benefits Subtotal:l $ 1,529 1 $ 12,708 1 $ 14,237 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 840 6,983 7,823 1303 SUI 99 821 920 1304 Other(specify) - - - 1305 10ther(specify) - - - 1306 10ther(specify) - - - Direct Payroll Taxes&Expenses Subtotal: $ 939 $ 7,804 $ 8,743 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 14,054 $ 116,798 $ 130,852 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 11% 89% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 19,550 2003 Client Transportation&Support 740 2004 Clothing, Food,&Hygiene 10,098 2005 Education Support - 2006 Employment Support - 2007 Household Items for Clients - 2008 Medication Supports - 2009 Program Supplies-Medical - 2010 Utility Vouchers - 2011 Other(specify) - 2012 Other(specify) 2013 Other(specify) - 2014 Other(specify) - 2015 10ther(specify) - 2016 10ther(specify) - DIRECT CLIENT CARE TOTAL $ 30,388 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 2,340 3002 Printing/Postage 150 3003 Office Supplies&Equipment 1,676 3004 Advertising - 3005 Staff Development&Training 1,100 3006 Staff Mileage 300 3007 Subscriptions&Memberships 3008 Vehicle Maintenance 8,350 3009 Other(specify) 900 Exhibit C Page 106 of 134 3010 Other(specify) - 3011 10ther(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 14,816 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 4,120 4002 Rent/Lease Building 10,600 4003 Rent/Lease Equipment 800 4004 Rent/Lease Vehicles 4005 Security 4006 Utilities 1,920 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) - 4010 10ther(specify) - DIRECTFACILITIES/EQUIPMENTTOTAL: $ 17,440 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 8,993 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) - 5007 Other(specify) - 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL:1 $ 8,993 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ 25,061 Administrative Overhead 6002 113rofessional Liability Insurance 2,000 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Other): 3,950 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used for Program Purposes) - 6008 Personnel(Indirect Salaries&Benefits) - 6009 Other(specify) - 6010 Other(specify) - 6011 Other(specify) - 6012 Other(specify) - 6013 Other(specify) - INDIRECT EXPENSES TOTAL $ 31,011 INDIRECT COST RATE 15.28% Exhibit C Page 107 of 134 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 400 7002 Copiers,Cell Phones,Tablets, Devices to Contain HIPAA Data - 7003 Furniture&Fixtures 7004 Leasehold/Tenant/Building Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) - 7007 Other(specify) - 7008 Other(specify) - FIXED ASSETS EXPENSES TOTAL $ 400 TOTAL PROGRAM EXPENSES $ 233,900 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ - 8002 Case Management - 8003 Crisis Services - 8004 Medication Support - 8005 Collateral - 8006 Plan Development - 8007 Assessment - 8008 Rehabilitation - 8009 Other(Specify) - 8010 1 Other(Specify) - Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation (FFP)% 1 0% - MEDI-CAL FFP TOTAL $ 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ - 8102 SABG $ - SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment 1 $ - REALIGNMENT TOTAL $ 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports 8302 PEI-Prevention&Early Intervention - 8303 INN-Innovations - 8304 WET-Workforce Education&Training - 8305 JCFTN-Capital Facilities&Technology - MHSA TOTAL $ Exhibit C Page 108 of 134 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ 8402 Client Insurance 8403 Grants(PATH) 8404 Other(CARES Act) 140,000 8405 Other(CDBG-CV) 93,900 OTHER REVENUE TOTAL $ 233,900 TOTAL PROGRAM FUNDING SOURCES: $ 233,900 NET PROGRAM COST: $ - Exhibit C Page 109 of 134 Mobile Outreach Project Kings View Fiscal Year (FY) 2021-22 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.22 CVSPH/California State,Tualre, Calaveras,Tuolum 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Executive Assistant PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.01 Blue Sky/Fresno 0.05 Rural Triage East/Fresno 0.10 Rural Triage West/Fresno 0.10 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Kings 0.22 CVSPH/California State,Tualre, Calaveras,Tuolum 0.09 Fresno City 0.05 Shasta 0.06 Tulare 0.26 Madera 0.02 Total 1.00 Position lContract#/Name/Department/County FTE Exhibit C Page 110 of 134 Regional Director PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.10 Rural Triage East/Fresno 0.22 Rural Triage West/Fresno 0.22 Metro CIT/Fresno 0.19 Map Point/Fresno 0.02 CVSPH/California State,Tualre, Calaveras,Tuolum 0.15 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.30 PATH OEL/Fresno 0.67 PATH MOP/Fresno 0.03 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras,Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Exhibit C Page 111 of 134 Kings 0.27 Quality & Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 112 of 134 Mobile Outreach Project Kings View Fiscal Year(FY)2021-22 Budget Narrative PROGRAM EXPENSE ACCT#J LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 130,852 Administrative Positions 11,586 1101 Regional Director 3,890 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1102 Executive Director 1,580 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1103 Executive Director Assistant 504 This position will assist Executive Director with staff oversight and representing and maintaining the collaborative relationship between agencies. 1104 Accountant 1,952 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst 3,660 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 0 - 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 Program Positions 96,286 1116 Program Manager 2,686 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Workers 93,600 Provides outreach and engagement services,provide linkage to needed services.It would be 3FTE the first 6 months and 2FTE the second half of the year. 1118 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 10 Direct Employee Benefits 14,237 1201 Retirement 1,023 Cost of 401K 1202 Worker's Compensation 1,534 Workers Comp Insurance 1203 Health Insurance 11,680 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 8,743 1301 OASDI - 1302 FICA/MEDICARE 7,823 Cost ofFICA/Medicare 1303 SUI 920 Cost ofSUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) 2000:DIRECT CLIENT SUPPORT 30,388 2001 Child Care - 2002 Client Housing Support 19,550 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 740 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 10,098 Outreach expenses that support clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support - Exhibit C Page 113 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support - 2007 Household Items for Clients 2008 Medication Supports - 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(specify) - 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) - 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 14,816 3001 Telecommunications 2,340 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 150 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,676 Includes desk supplies&minor equipment used by staff while providing services. 3004 Advertising - 3005 Staff Development&Training 1,100 Minor shared cost for continuation of staff development and training. 3006 Staff Mileage 300 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships - 3008 Vehicle Maintenance 8,350 Minor auto repairs&maintenance required to maintain 1 van for client transportation and program needs,such as oil changes and car washes.Cost of GPS,vehicle tracking service,and auto fuel. 3009 Other(specify) 900 Thorough background checks and drug testing. 3010 Other(specify) - 3011 Other(specify) 3012 1 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 17,440 4001 Building Maintenance 4,120 Estimate shared cost on copier maintenance,minor building repairs&maintenance such as janitorial services and security alarm services. 4002 Rent/Lease Building 10,600 Shared cost of building lease. 4003 Rent/Lease Equipment 800 Estimate cost for shared copier lease. 4004 Rent/Lease Vehicles 4005 Security - 4006 Utilities 1,920 Estimate shared cost for gas&electric,water&sewer. 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) - 4010 Other(specify) - 5000:DIRECT SPECIAL EXPENSES 8,993 5001 Consultant(Network&Data Management) 8,993 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) - 5004 Translation Services 5005 Other(specify) - 5006 Other(specify) 5007 Other(specify) - 5008 Other(specify) - 6000:INDIRECT EXPENSES 31,011 6001 Administrative Overhead 25,061 Expenses provides corporate management,fiscal services,payroll,human resources, 6002 Professional Liability Insurance 2,000 Cost general and professional liability insurance. 6003 Accounting/Bookkeeping - 6004 External Audit 6005 Insurance(Other): 3,950 Cost of personal property,accidental,and auto insurance. 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used - 6008 Personnel(Indirect Salaries&Benefits) 6009 Other(specify) - 6010 Other(specify) 6011 Other(specify) - Exhibit C Page 114 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6012 Other(specify) - 6013 Other(specify) 7000:DIRECT FIXED ASSETS 400 7001 Computer Equipment&Software 400 Computer software needs to support staff&anticipating minor shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures 7004 Leasehold/Tenant/Bu lid!ng Improvements - 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) - 7007 Other(specify) 7008 1 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 233,900 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 233,900 BUDGET CHECK: - Exhibit C Page 115 of 134 Street Outreach Team and Rural Support Kings View Fiscal Year(FY)2022-23 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.03 $ 4,506 $ 4,506 1102 Regional Director 0.06 7,238 7,238 1103 Accountant 0.06 3,292 3,292 1104 Quality Improvement Data Analyst 0.05 3,366 3,366 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.20 $ 18,402 $ 18,402 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.28 31,224 $ 31,224 1117 Outreach Worker 6.00 241,020 241,020 1118 1119 - 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 6.28 $ 272,244 $ 272,244 Admin Program Total Direct Personnel Salaries Subtotal 6.48 $ 18,402 $ 272,244 $ 290,646 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 84 $ 1,240 $ 1,324 1202 Worker's Compensation 239 3,526 3,765 1203 Health Insurance 2,556 37,814 40,370 1204 Other(specify) - - Exhibit C Page 116 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 2,879 $ 42,580 $ 45,459 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,408 20,826 22,234 1303 SUI 130 1,927 2,057 1304 Other(specify) - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 1,538 $ 22,753 $ 24,291 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 22,819 $ 337,577 $ 360,396 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 6% 94% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care $ - 2002 Client Housing Support 16,600 2003 Client Transportation&Support 800 2004 Clothing, Food,&Hygiene 12,000 2005 jEclucation Support 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers 2011 Other(specify) 2012 Other(specify) 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 29,400 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications 6,200 3002 Printing/Postage 450 3003 Office Supplies&Equipment 1,300 3004 Advertising - 3005 IStaff Development&Training 1,000 3006 Staff Mileage 150 3007 Subscriptions&Memberships - 3008 Vehicle Maintenance 8,385 3009 Other(Staff Recruitment) 700 3010 Other(Insurance) 7,788 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 25,973 Exhibit C Page 117 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 3,885 4002 Rent/Lease Building 10,920 4003 Rent/Lease Equipment 1,005 4004 Rent/Lease Vehicles - 4005 Security - 4006 Utilities 2,500 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) DIRECT FACILITIES/EQUIPMENT T0TAL:j 18,310 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 8,778 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) 5004 Translation Services 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 8,778 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Liability): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 38,611 6009 Other(Operating) 12,870 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 51,481 INDIRECT COST RATE 11.50% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 4,803 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data 7003 Furniture&Fixtures 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 118 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 4,803 TOTAL PROGRAM EXPENSES $ 499,141 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 lCollateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ REALIGNMENT TOTAL $ 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports 8302 PEI-Prevention&Early Intervention 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ 8402 Client Insurance - 8403 Grants(American Rescue Plan) 499,141 8404 Other(Specify) 8405 Other(Specify) Exhibit C Page 119 of 134 I OTHER REVENUE TOTALI $ 499,141 I TOTAL PROGRAM FUNDING SOURCES: $ 499,141 NET PROGRAM COST: $ - Exhibit C Page 120 of 134 Street Outreach Team & Rural Support Kings View Fiscal Year (FY) 2022-23 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Exhibit C Page 121 of 134 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 Total 1.00 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 122 of 134 Street Outreach Team and Rural Support Kings View Fiscal Year(FY)2022-23 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 1000:DIRECT SALARIES&BENEFITS 360,396 Administrative Positions 18,402 1101 Executive Director 4,506 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 7,238 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Accountant 3,292 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1104 Quality Improvement Data Analyst 3,366 This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1105 0 - 1106 0 1107 0 1108 0 1109 0 1110 0 1111 0 1112 0 1113 0 1114 0 1115 10 1 - Program Positions 272,244 1116 Program Manager 31,224 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 241,020 Provides outreach and engagement services,provides linkage to needed services. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 10 Direct Employee Benefits 45,459 1201 Retirement 1,324 Cost of 401K 1202 Worker's Compensation 3,765 Workers Comp Insurance 1203 Health Insurance 40,370 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 24,291 1301 OASDI - 1302 FICA/MEDICARE 22,234 Cost ofFICA/Medicare 1303 SUI 2,057 Cost of SUI 1304 Other(specify) - 1305 Other(specify) 1306 Other(specify) 2000:DIRECT CLIENT SUPPORT 29,400 2001 Child Care - 2002 Client Housing Support 16,600 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 800 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 12,000 Outreach expenses that support clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support - 2006 Employment Support - 2007 Household Items for Clients - Exhibit C Page 123 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2008 Medication Supports - 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(specify) - 2012 Other(specify) - 2013 Other(specify) 2014 Other(specify) - 2015 Other(specify) 2016 Other(specify) 3000:DIRECT OPERATING EXPENSES 25,973 3001 Telecommunications 6,200 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 450 Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,300 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 1,000 Minor shared cost for continuation of staff development and training. 3006 Staff Mileage 150 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships - 3008 Vehicle Maintenance 8,385 Minor auto repairs&maintenance required to maintain 2 vans for client transportation and program needs,such as oil changes and car washes.Cost of GPS,vehicle tracking service,and auto fuel. 3009 Other(Staff Recruitment) 700 Thorough background check and drug testing. 3010 Other(Insurance) 7,788 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(specify) - 3012 Other(specify) 4000:DIRECT FACILITIES&EQUIPMENT 18,310 4001 Building Maintenance 3,885 Estimate shared cost on copier maintenance,minor building repairs&maintenance such as janitorial services and security alarm services. 4002 Rent/Lease Building 10,920 Shared cost of building lease. 4003 Rent/Lease Equipment 1,005 Estimate cost for shared copier lease. 4004 Rent/Lease Vehicles - 4005 Security - 4006 Utilities 2,500 Estimate shared cost for gas&electric. 4007 Other(specify) - 4008 Other(specify) - 4009 Other(specify) 4010 Other(specify) 5000:DIRECT SPECIAL EXPENSES 8,778 5001 Consultant(Network&Data Management) 8,778 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) - 5003 Contractual/Consulting Services (specify) 5004 Translation Services - 5005 Other(specify) 5006 Other(specify) - 5007 Other(specify) 5008 Other(specify) 6000:INDIRECT EXPENSES 51,481 6001 Administrative Overhead - 6002 Professional Liability Insurance - 6003 Accounting/Bookkeeping - 6004 External Audit - 6005 Insurance(Liability): 6006 Payroll Services - 6007 Depreciation(Provider-Owned Equipment to be Used 6008 Personnel(Indirect Salaries&Benefits) 38,611 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 12,870 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(specify) - Exhibit C Page 124 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6011 Other(specify) - 6012 Other(specify) 6013 Other(specify) 7000:DIRECT FIXED ASSETS 4,803 7001 Computer Equipment&Software 4,803 Purchase of 3 new computers for expansion of program staff and software needs to support staff. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures - 7004 Leasehold/Tenant/Building Improvements 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) - 7008 Other(specify) PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 499,141 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 499,141 BUDGET CHECK: - Exhibit C Page 125 of 134 Street Outreach Team and Rural Support Kings View Fiscal Year(FY)2023-24 PROGRAM EXPENSES 1000:DIRECT SALARIES&BENEFITS Direct Employee Salaries Acct# Administrative Position FTE Admin Program Total 1101 Executive Director 0.03 $ 4,731 $ 4,731 1102 Regional Director 0.06 7,600 7,600 1103 Accountant 0.06 3,457 3,457 1104 Quality Improvement Data Analyst 0.05 3,534 3,534 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Direct Personnel Admin Salaries Subtotal 0.20 $ 19,322 $ 19,322 Acct# Program Position FTE Admin Program Total 1116 Program Manager 0.28 $ 32,789 $ 32,789 1117 Outreach Worker 6.00 253,082 253,082 1118 1119 - 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 Direct Personnel Program Salaries Subtotal 6.28 $ 285,871 $ 285,871 Admin Program Total Direct Personnel Salaries Subtotal 6.48 $ 19,322 $ 285,871 $ 305,193 Direct Employee Benefits Acct# Description Admin Program Total 1201 Retirement $ 88 $ 1,302 $ 1,390 1202 Worker's Compensation 250 3,703 3,953 1203 Health Insurance 2,714 40,422 43,136 1204 Other(specify) - - Exhibit C Page 126 of 134 1205 10ther(specify) 1206 10ther(specify) Direct Employee Benefits Subtotal: $ 3,052 $ 45,427 $ 48,479 Direct Payroll Taxes&Expenses: Acct# Description Admin Program Total 1301 OASDI $ - $ - $ - 1302 FICA/MEDICARE 1,478 21,869 23,347 1303 SUI 137 2,023 2,160 1304 Other(specify) - - 1305 10ther(specify) 1306 10ther(specify) Direct Payroll Taxes&Expenses Subtotal: $ 1,615 $ 23,892 $ 25,507 DIRECT EMPLOYEE SALARIES&BENEFITS TOTAL: Admin Program Total $ 23,989 $ 355,190 $ 379,179 DIRECT EMPLOYEE SALARIES&BENEFITS PERCENTAGE: Admin Program 6% 94% 2000:DIRECT CLIENT SUPPORT Acct# Line Item Description Amount 2001 Child Care 2002 Client Housing Support 16,165 2003 Client Transportation&Support 800 2004 Clothing, Food,&Hygiene 12,000 2005 jEclucation Support 2006 Employment Support 2007 Household Items for Clients 2008 Medication Supports 2009 Program Supplies-Medical 2010 Utility Vouchers 2011 Other(Program Supplies) 2012 Other(specify) 2013 Other(specify) 2014 Other(specify) 2015 Other(specify) 2016 Other(specify) DIRECT CLIENT CARE TOTAL $ 28,965 3000:DIRECT OPERATING EXPENSES Acct# Line Item Description Amount 3001 Telecommunications $ 6,510 3002 Printing/Postage 473 3003 Office Supplies&Equipment 1,370 3004 Advertising - 3005 IStaff Development&Training 1,050 3006 Staff Mileage 158 3007 Subscriptions&Memberships - 3008 Vehicle Maintenance 10,258 3009 Other(Staff Recruitment) 735 3010 Other(Insurance) 8,178 3011 Other(specify) - 3012 10ther(specify) - DIRECT OPERATING EXPENSES TOTAL: $ 28,732 Exhibit C Page 127 of 134 4000:DIRECT FACILITIES&EQUIPMENT Acct# Line Item Description Amount 4001 Building Maintenance $ 4,080 4002 Rent/Lease Building 11,466 4003 Rent/Lease Equipment 1,056 4004 Rent/Lease Vehicles - 4005 Security - 4006 Utilities 2,625 4007 Other(specify) - 4008 Other(specify) 4009 Other(specify) 4010 Other(specify) DIRECT FACILITIES/EQUIPMENT T0TAL:j 19,227 5000:DIRECT SPECIAL EXPENSES Acct# Line Item Description Amount 5001 Consultant(Network&Data Management) $ 9,165 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services (specify) 5004 Translation Services 5005 Other(specify) 5006 Other(specify) 5007 Other(specify) 5008 Other(specify) - DIRECT SPECIAL EXPENSES TOTAL: $ 9,165 6000:INDIRECT EXPENSES Acct# Line Item Description Amount Administrative Overhead 6001 Use this line and only this line for approved indirect cost rate $ Administrative Overhead 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping 6004 External Audit 6005 Insurance(Specify): 6006 Payroll Services 6007 Depreciation(Provider-Owned Equipment to be UsedforProgrom Purposes) - 6008 Personnel(Indirect Salaries&Benefits) 40,668 6009 Other(Operating) 13,556 6010 Other(specify) 6011 Other(specify) 6012 Other(specify) 6013 10ther(specify) - INDIRECT EXPENSES TOTAL $ 54,224 INDIRECT COST RATE 11.60% 7000:DIRECT FIXED ASSETS Acct# Line Item Description Amount 7001 Computer Equipment&Software $ 2,181 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA Data 7003 Furniture&Fixtures 7004 Leasehold/Tenant/Building Improvements - Exhibit C Page 128 of 134 7005 Other Assets over$500 with Lifespan of 2 Years+ 7006 Assets over$5,000/unit(Specify) 7007 Other(specify) 7008 Other(specify) FIXED ASSETS EXPENSES TOTAL $ 2,181 TOTAL PROGRAM EXPENSES $ 521,673 PROGRAM FUNDING SOURCES 8000-SHORT/DOYLE MEDI-CAL(FEDERAL FINANCIAL PARTICIPATION) Acct# Line Item Description Service Units Rate Amount 8001 Mental Health Services $ 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 lCollateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) Estimated Specialty Mental Health Services Billing Totals: 0 $ - Estimated%of Clients who are Medi-Cal Beneficiaries 0% Estimated Total Cost of Specialty Mental Health Services Provided to Medi-Cal Beneficiaries - Federal Financial Participation(FFP)% 1 0% MEDI-CAL FFP TOTAL $ 8100-SUBSTANCE USE DISORDER FUNDS Acct# Line Item Description Amount 8101 Drug Medi-Cal $ 8102 SABG $ SUBSTANCE USE DISORDER FUNDS TOTAL $ 8200-REALIGNMENT Acct# Line Item Description Amount 8201 lRealignment $ REALIGNMENT TOTAL $ 8300-MENTAL HEALTH SERVICE ACT(MHSA) Acct# MHSA Component MHSA Program Name Amount 8301 CSS-Community Services&Supports $ 8302 PEI-Prevention&Early Intervention 8303 INN-Innovations 8304 WET-Workforce Education&Training 8305 CFTN-Capital Facilities&Technology MHSA TOTAL $ 8400-OTHER REVENUE Acct# Line Item Description Amount 8401 Client Fees $ 8402 Client Insurance - 8403 Grants(American Rescue Plan) 521,673 8404 Other(Specify) - 8405 Other(Specify) Exhibit C Page 129 of 134 I OTHER REVENUE TOTALI $ 521,673 I TOTAL PROGRAM FUNDING SOURCES: $ 521,673 NET PROGRAM COST: $ - Exhibit C Page 130 of 134 Street Outreach Team & Rural Support Kings View Fiscal Year (FY) 2023-24 PARTIAL FTE DETAIL For all positions with FTE's split among multiple programs/contracts the below must be filled out Position Contract#/Name/Department/County FTE Executive Director PATH SMHS/Fresno 0.01 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.03 Blue Sky/Fresno 0.05 Rural Crisis Intervention/Fresno 0.03 Metro CIT/Fresno 0.02 Map Point/Fresno 0.01 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.17 Shasta 0.09 Tulare 0.26 Madera 0.06 Kings 0.23 Administrative Department 0.02 Total 1.00 Position Contract#/Name/Department/County FTE Regional Director PATH SMHS/Fresno 0.06 PATH OEL/Fresno 0.01 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.11 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.25 Map Point/Fresno 0.05 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolurnj 0.22 Madera 0.11 Total 1.00 Position Contract#/Name/Department/County FTE Accountant PATH SMHS/Fresno 0.04 PATH OEL/Fresno 0.07 PATH MOP/Fresno 0.06 Blue Sky/Fresno 0.10 Rural Crisis Intervention/Fresno 0.12 Metro CIT/Fresno 0.10 Exhibit C Page 131 of 134 Suicide Prevention Follow-up Call/Fresno 0.01 CVSPH/California State,Tualre, Calaveras, Tuolum 0.05 Shasta 0.07 Finance Department 0.38 Total 1.00 Position Contract#/Name/Department/County FTE Quality Improvement Data Analyst PATH SMHS/Fresno 0.02 PATH OEL/Fresno 0.05 PATH MOP/Fresno 0.05 Blue Sky/Fresno 0.12 Rural Crisis Intervention/Fresno 0.25 Metro CIT/Fresno 0.12 Map Point/Fresno 0.07 Shasta 0.04 Kings 0.27 Quality& Performance Improvement Deparment 0.01 Total 1.00 Position Contract#/Name/Department/County FTE Program Manager PATH SMHS/Fresno 0.12 PATH OEL/Fresno 0.60 PATH MOP/Fresno 0.28 0.01 Total 1.01 Position Contract#/Name/Department/County FTE Total 0.00 Position Contract#/Name/Department/County FTE Exhibit C Page 132 of 134 Street Outreach Team and Rural Support Kings View Fiscal Year(FY)2023-24 Budget Narrative PROGRAM EXPENSE ACCT#j LINE ITEM AMT I DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE Direct Employee Salaries 379,179 Administrative Positions 19,322 1101 Executive Director 4,731 Position will provide agency specific staff oversight and represent and maintain the collaborative relationship between agencies. 1102 Regional Director 7,600 Provide program management and direction.Ensures operations are running smoothly and in compliance with contract requirements. 1103 Admin Specialist 3,457 Provides administrative support for the program. 1104 Accountant 3,534 Prepares and provides budget guidance,monthly invoicing and other fiscal services. 1105 Quality Improvement Data Analyst - This position will perform a wide range of duties to support data collection, management,and reporting needs for all collaborative partnerships. 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 Program Positions 285,871 1116 Program Manager 32,789 Provides supervision of all staff and direct oversight of program management. 1117 Outreach Worker 253,082 Provides outreach and engagement services,provides linkage to needed services. 1118 0 - 1119 0 1120 0 1121 0 1122 0 1123 0 1124 0 1125 0 1126 0 1127 0 1128 0 1129 0 1130 0 1131 0 1132 0 1133 0 1134 0 - Direct Employee Benefits 48,479 1201 Retirement 1,390 Cost of401K 1202 Worker's Compensation 3,953 Workers Comp Insurance 1203 Health Insurance 43,136 Cost of Medical,Vision,Dental,Life and Long Term Disability Insurance 1204 Other(specify) - 1205 Other(specify) 1206 Other(specify) - Direct Payroll Taxes&Expenses: 25,507 1301 OASDI - 1302 FICA/MEDICARE 23,347 Cost of FICA/Medicare 1303 SUI 2,160 Cost ofSUI 1304 Other(specify) - 1305 Other(specify) - 1306 Other(specify) #REF! Budget FY3'!B77 28,965 2001 Child Care - 2002 Client Housing Support 16,165 Support clients with things such as rent,security deposits,board and care,emergency housing such as hotels/motels,groceries,utilities,and household supplies. 2003 Client Transportation&Support 800 Provides bus passes,bus tokens or any transportation assistance for clients,such as taxi service or gas. 2004 Clothing,Food,&Hygiene 12,000 Outreach expenses that supports clients with clothing,food,water,blankets,and hygiene supplies.Also,includes miscellaneous client support items such as pet food, groceries,DMV identification,and birth certificates. 2005 Education Support - Exhibit C Page 133 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 2006 Employment Support - 2007 Household Items for Clients 2008 Medication Supports - 2009 Program Supplies-Medical 2010 Utility Vouchers - 2011 Other(Program Supplies) - 2012 Other(Specify) - 2013 Other(Specify) 2014 Other(Specify) - 2015 Other(Specify) 2016 Other(Specify) 3000:DIRECT OPERATING EXPENSES 28,732 3001 Telecommunications 6,510 Cost of landline telephone services,cell phones service,data connectivity. 3002 Printing/Postage 473 Anticipating courier services and postage necessary for program.Business cards and other special printing in bulk that is less cost effective to outsource rather than utilization of a copier. 3003 Office Supplies&Equipment 1,370 Includes desk supplies&minor equipment used by staff in the course of providing services. 3004 Advertising - 3005 Staff Development&Training 1,050 Minor shared cost for continuation of staff development and training.Also,includes HMIS training fees. 3006 Staff Mileage 158 Reimbursements to staff for personal vehicle use when lease vehicle not available and require to provide services or other program needs,paid at IRS rate.Any travel transportation fees,such as parking fees. 3007 Subscriptions&Memberships - Minor shared cost of special subscription necessary for staff to provide services orjob tasks,such as an online subscription. 3008 Vehicle Maintenance 10,258 Auto repairs&maintenance required to maintain 1 leased truck to haul client showers, 1 shared leased vehicle,and 2 county owened vans for client transportation and program needs,such as oil changes and car washes.Yearly cost of GPS vehicle tracking service,fuel and DVM fees. 3009 Other(Staff Recruitment) 735 Thorough background check and drug testing. 3010 Other(Insurance) 8,178 Direct expense to program for general,professional liability,personal property, accidental,and auto insurance. 3011 Other(Specify) - 3012 Other(S eci ) 4000:DIRECT FACILITIES&EQUIPMENT 19,227 4001 Building Maintenance 4,080 Shared copier maintenance and minor building repairs and maintenance.Annual Janitorial Services to maintain client showers clean. 4002 Rent/Lease Building 11,466 Share cost of building space,anticipating moving locations. 4003 Rent/Lease Equipment 1,056 Shared copier lease. 4004 Rent/Lease Vehicles - The cost of 1 shared lease vehicles to assist with program and client needs and cost of 1 lease truck to haul client showers. 4005 Security - 4006 Utilities 2,625 Shared cost of gas and electric. 4007 Other(Specify) - 4008 Other(Specify) 4009 Other(Specify) - 4010 Other(Specify) - 5000:DIRECT SPECIAL EXPENSES 9,165 5001 Consultant(Network&Data Management) 9,165 Kings View Information Technology Department(KVIT)will provide hardware and software support successful data collection.Information services and management consisting of managed internet service provider,network and desktop management, project management,technology procurement,telecommunication management, strategic technology planning,system documentation,application/data hosting,access to data/documents/application 24/7.After hours support via email and phone 24/7. 5002 HMIS(Health Management Information System) 5003 Contractual/Consulting Services(specify) - 5004 Translation Services 5005 Other(Specify) - 5006 Other(Specify) 5007 Other(Specify) - 5008 Other(Specify) 6000:INDIRECT EXPENSES 54,224 6001 Use this line and only this line for approved indirect - 6002 Professional Liability Insurance 6003 Accounting/Bookkeeping - 6004 External Audit Exhibit C Page 134 of 134 PROGRAM EXPENSE ACCT# LINE ITEM AMT DETAILED DESCRIPTION OF ITEMS BUDGETED IN EACH ACCOUNT LINE 6005 Insurance(Specify) - 6006 Payroll Services 6007 Depreciation - 6008 Personnel(Indirect Salaries&Benefits) 40,668 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6009 Other(Operating) 13,556 Expense provides corporate management,fiscal services,payroll,human resources, accounts payable and other administrative functions. 6010 Other(Specify) - 6011 Other(Specify) - 6012 Other(Specify) 6013 Other(Specify) 7000:DIRECT FIXED ASSETS 2,181 7001 Computer Equipment&Software 2,181 Computer software needs to support staff&anticipating shared cost for replacement of computer equipment. 7002 Copiers,Cell Phones,Tablets,Devices to Contain HIPAA - 7003 Furniture&Fixtures - 7004 Leasehold/Tenant/Building Improvements 7005 Other Assets over$500 with Lifespan of 2 Years+ - 7006 Assets over$5,000/unit(Specify) 7007 Other(Specify) - 7008 Other(Specify) PROGRAM FUNDING SOURCES #REFI PROVIDE DETAILS OF METHODOLOGY(IES)USED IN DETERMINING MEDI-CAL ACCT# LINE ITEM SERVICE RATES AND/OR SERVICE UNITS,IF APPLICABLE AND/OR AS REQUIRED BY THE RFP 8001 Mental Health Services 8002 Case Management 8003 Crisis Services 8004 Medication Support 8005 Collateral 8006 Plan Development 8007 Assessment 8008 Rehabilitation 8009 Other(Specify) 8010 Other(Specify) TOTAL PROGRAM EXPENSE FROM BUDGET NARRATIVE: 521,673 TOTAL PROGRAM EXPENSES FROM BUDGET TEMPLATE: 521,673 BUDGET CHECK: - DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit D Page 1 of 3 FRESNO COUNTY MENTAL HEALTH COMPLIANCE PROGRAM CONTRACTOR CODE OF CONDUCT AND ETHICS Fresno County is firmly committed to full compliance with all applicable laws, regulations, rules and guidelines that apply to the provision and payment of mental health services. Mental health contractors and the manner in which they conduct themselves are a vital part of this commitment. Fresno County has established this Contractor Code of Conduct and Ethics with which contractor and its employees and subcontractors shall comply. CONTRACTOR(S) shall require its employees and subcontractors to attend a compliance training that will be provided by Fresno County. After completion of this training, CONTRACTOR(S), CONTRACTOR(S)' employees and subcontractors must sign the Contractor Acknowledgment and Agreement form and return this form to the Compliance Officer or designee. Contractor and its employees and subcontractor shall: 1. Comply with all applicable laws, regulations, rules or guidelines when providing and billing for mental health services. 2. Conduct themselves honestly, fairly, courteously and with a high degree of integrity in their professional dealing related to their contract with the COUNTY and avoid any conduct that could reasonably be expected to reflect adversely upon the integrity of the COUNTY. 3. Treat COUNTY employees, consumers, and other mental health contractors fairly and with respect. 4. NOT engage in any activity in violation of the COUNTY's Compliance Program, nor engage in any other conduct which violates any applicable law, regulation, rule or guideline 5. Take precautions to ensure that claims are prepared and submitted accurately, timely and are consistent with all applicable laws, regulations, rules or guidelines. 6. Ensure that no false, fraudulent, inaccurate or fictitious claims for payment or reimbursement of any kind are submitted. DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit D Page 2of3 7. Bill only for eligible services actually rendered and fully documented. Use billing codes that accurately describe the services provided. 8. Act promptly to investigate and correct problems if errors in claims or billing are discovered. 9. Promptly report to the Compliance Officer any suspected violation(s) of this Code of Conduct and Ethics by COUNTY employees or other mental health contractors, or report any activity that they believe may violate the standards of the Compliance Program, or any other applicable law, regulation, rule or guideline. Fresno County prohibits retaliation against any person making a report. Any person engaging in any form of retaliation will be subject to disciplinary or other appropriate action by the COUNTY. CONTRACTOR(S) may report anonymously. 10. Consult with the Compliance Officer if you have any questions or are uncertain of any Compliance Program standard or any other applicable law, regulation, rule or guideline. 11. Immediately notify the Compliance Officer if they become or may become an Ineligible person and therefore excluded from participation in the Federal Health Care Programs. DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit D Page 3 of 3 Fresno County Mental Health Compliance Program Contractor Acknowledgment and Agreement I hereby acknowledge that I have received, read and understand the Contractor Code of Conduct and Ethics. I herby acknowledge that I have received training and information on the Fresno County Mental Health Compliance Program and understand the contents thereof. I further agree to abide by the Contractor Code of Conduct and Ethics, and all Compliance Program requirements as they apply to my responsibilities as a mental health contractor for Fresno County. I understand and accept my responsibilities under this Agreement. I further understand that any violation of the Contractor Code of Conduct and Ethics or the Compliance Program is a violation of County policy and may also be a violation of applicable laws, regulations, rules or guidelines. I further understand that violation of the Contractor Code of Conduct and Ethics or the Compliance Program may result in termination of my agreement with Fresno County. I further understand that Fresno County will report me to the appropriate Federal or State agency. For Individual Providers Name (print): Discipline: ❑ Psychiatrist ❑ Psychologist ❑ LCSW ❑ LMFT Signature: Date: For Group or Organizational Providers Group/Org. Name (print): Kings View Employee Name (print): Amanda Nugent Divine, PhD. CEO Discipline: ❑ Psychiatrist ❑ Psychologist ❑ LCSW ❑ LMFT ❑ Other: Job Title (if dirA=Nug44 Qjscipline): Chief Executive Officer Nvz,-t Signature: Date: 04/ 12022 Exhibit E Page 1 of 3 DOCUMENTATION STANDARDS FOR CLIENT RECORDS The documentation standards are described below under key topics related to client care. All standards must be addressed in the client record; however, there is no requirement that the record have a specific document or section addressing these topics. All medical records shall be maintained for a minimum of 10 years from the date of the end of the Agreement. A. Assessments 1. The following areas will be included as appropriate as a part of a comprehensive client record. • Relevant physical health conditions reported by the client will be prominently identified and updated as appropriate. • Presenting problems and relevant conditions affecting the client's physical health and mental health status will be documented, for example: living situation, daily activities, and social support. • Documentation will describe client's strengths in achieving client plan goals. • Special status situations that present a risk to clients or others will be prominently documented and updated as appropriate. • Documentations will include medications that have been described by mental health plan physicians, dosage of each medication, dates of initial prescriptions and refills, and documentations of informed consent for medications. • Client self report of allergies and adverse reactions to medications, or lack of known allergies/sensitivities will be clearly documented. • A mental health history will be documented, including: previous treatment dates, providers, therapeutic interventions and responses, sources of clinical data, relevant family information and relevant results of relevant lab tests and consultations reports. • For children and adolescents, pre-natal and perinatal events and complete developmental history will be documented. • Documentations will include past and present use of tobacco, alcohol, and caffeine, as well as illicit, prescribed and over-the-counter drugs. • A relevant mental status examination will be documented. • A DSM-5 diagnosis, or a diagnosis from the most current ICD, will be documented, consistent with the presenting problems, history mental status evaluation and/or other assessment data. Exhibit E Page 2of3 2. Timeliness/Frequency Standard for Assessment • An assessment will be completed at intake and updated as needed to document changes in the client's condition. • Client conditions will be assessed at least annually and, in most cases, at more frequent intervals. B. Client Plans 1. Client plans will: • have specific observable and/or specific quantifiable goals • identify the proposed type(s) of intervention • have a proposed duration of intervention(s) • be signed (or electronic equivalent) by: ➢ the person providing the service(s), or ➢ a person representing a team or program providing services, or ➢ a person representing the MHP providing services ➢ when the client plan is used to establish that the services are provided under the direction of an approved category of staff, and if the below staff are not the approved category, ➢ a physician ➢ a licensed/"waivered" psychologist ➢ a licensed/"associate" social worker ➢ a licensed/ registered/marriage and family therapist or ➢ a registered nurse • In addition, ➢ Client plans will be consistent with the diagnosis, and the focus of intervention will be consistent with the client plan goals, and there will be documentation of the client's participation in and agreement with the plan. Examples of the documentation include, but are not limited to, reference to the client's participation and agreement in the body of the plan, client signature on the plan, or a description of the client's participation and agreement in progress notes. Exhibit E Page 3 of 3 ➢ Client signature on the plan will be used as the means by which the CONTRACTOR documents the participation of the client. ➢ When the client's signature is required on the client plan and the client refuses or is unavailable for signature, the client plan will include a written explanation of the refusal or unavailability. • The CONTRACTOR will give a copy of the client plan to the client on request. 2. Timeliness/Frequency of Client Plan: • Will be updated at least annually. • The CONTRACTOR(S) will establish standards for timeliness and frequency for the individual elements of the client plan described in item 1. C. Progress Notes 1. Items that must be contained in the client record related to the client's progress in treatment include: • The client record will provide timely documentation of relevant aspects of client care. • Mental health staff/practitioners will use client records to document client encounters, including relevant clinical decisions and interventions. • All entries in the client record will include the signature of the person providing the service (or electronic equivalent); the person's professional degree, licensure or job title; and the relevant identification number, if applicable. • All entries will include the date services were provided. • The record will be legible. • The client record will document follow-up care, or as appropriate, a discharge summary. 2. Timeliness/Frequency of Progress Notes: • Progress notes shall be documented at the frequency by type of service indicated below: a. Every Service Contact • Mental Health Services • Medication Support Services • Crisis Intervention Exhibit F Page 1 of 2 Program Objectives Annual Outcomes Report The following items listed below represent program goals to be tracked and achieved by CONTRACTOR each fiscal year of the contract term. CONTRACTOR will utilize a computerized tracking system with which outcome measures and other relevant data, such as demographics,will be maintained. Reports will be provided to COUNTY quarterly, annually, and as requested. Outreach, Engagement, and Linkage (OEL)Annual Outcomes Report Objectives 1. Outreach 350 individuals experiencing homelessness with SMI/Co-Occurring disorders in Fresno County who are receptive to engagement and linkage services. 2. Enroll 200 persons served into the PATH Program and HMIS. 3. Capture the satisfaction of at least 80%of persons served with PATH agency services will be shown through a survey provided to enrolled persons served by the PATH OEL Team. 4. Capture the satisfaction of at least 80%of persons served with PATH staff's knowledge, competency, and professionalism will be shown through a survey provided to enrolled persons served by the PATH OEL Team. 5. Capture the satisfaction of at least 80%of persons served with linkages to resources they need will be shown through a survey provided to enrolled persons by the PATH OEL Team. 6. Pursue a number of actions to quickly link at least 80%of persons served to housing, including diversion through natural supports or linkage to a navigator. 7. Link at least 50%of individuals enrolled in the PATH Program and HMIS to temporary or permanent housing when such resources are available. 8. Demonstrate a capacity to engage the target population by tracking the number of contacts needed for enrollment in the PATH program and HMIS with a goal of less than five contacts needed. 9. Track where persons were served, distinguishing between the Fresno Metro area and the various rural/unincorporated areas of Fresno County. 10. Track what services are provided to persons served by the PATH OEL Team. Specialty Mental Health Services (SMHS)Annual Outcomes Report Objectives 1. Track the prevention and reduction in the number of incarceration occurrences for at least 70% of persons enrolled in the SMHS program by comparing incidents during the 12-month period before an individual's enrollment to incidents while enrolled. 2. Track the prevention and reduction in the number of psychiatric hospitalization occurrences for at least 70%of persons enrolled in the SMHS program by comparing incidents during the 12- month period before an individual's enrollment to incidents while enrolled. 3. Track the prevention and reduction in the number of homeless occurrences for at least 70%of persons enrolled in the SMHS program by comparing incidents during the 12-month period before an individual's enrollment to incidents while enrolled. 4. Ensure that at least 60%of persons served will successfully exit the SMHS Program by meeting their individual care plan goals within 18 months. S. Show that at least 80%of persons served will report satisfaction with PATH agency services through a survey provided to persons enrolled in the SMHS program for at least 6 months. Exhibit F Page 2 of 2 6. Show that least 80%of persons served will report satisfaction with accessibility of services through a survey provided to persons enrolled in the SMHS program for at least 6 months. 7. Show that at least 70%of persons served will report satisfaction with life functioning through a survey provided to persons enrolled in the SMHS program for at least 6 months. 8. Ensure that at least 75%of persons referred to the SMHS program will be offered a timely assessment appointment.The data shown will account for individuals who were referred within the reporting period. Exhibit G Page 1 of 9 CA-008 Fresno County Department of Behavioral Health (formerly, Fresno County Department of Adult Services) Annual Report: HMIS Vendor: Section 1 : Budget Information 1. Federal PATH funds received this reporting year 2. Matching funds from state, local, or other sources used in support of PATH received this reporting year 3. Total funds dedicated this year, agency wide, to persons who have serious mental illness and are experiencing homelessness or are at risk of homelessness (include PATH, matching, and non-PATH funds) (only include dollars that are dedicated to persons with serious mental illness who are homeless or at risk of homelessness) 4. Number of staff supported by PATH and matching funds 5. Full-time equivalent (FTE) of staff supported by PATH and matching funds (see instructions in the PATH Annual Report Manual to compute FTEs) 6. Number of trainings provided by PATH-funded staff this reporting year 7. Type of organization in which your PATH program operates (select one) Q, Community Mental Health Center C Consumer-run Mental Health Agency C Other Mental Health Agency C Social Service Agency C Health Care for Homeless/Other Health Agency C Substance Use Treatment Agency C Shelter or Other Temporary Housing Resource C Other Housing Agency C Other Section 2: Persons Served During This Reporting Period Exhibit Page 2 of 9 8. Number of persons contacted by PATH-funded staff this reporting period 9. Number of new persons contacted this reporting period in a PATH Street Outreach project 10. Number of new persons contacted this reporting period in a PATH Services Only project 11. Total number of new persons contacted this reporting period (#9+#10) 12a. Instances of contact this reporting period prior to date of enrollment 12b. Total instances of contact during the reporting period 13a. Number of new persons contacted this reporting period who could not be enrolled because of ineligibility for PATH 13b. Number of new persons contacted this reporting period who could not be enrolled because provider was unable to locate the client 14. Number of new persons contacted this reporting period who became enrolled in PATH 15. Number with active, enrolled PATH status at any point during the reporting period 16. Number of active, enrolled PATH clients receiving community mental health services through any funding source at any point during the reporting period Section 3: Services Provided 17. Services Provided (unduplicated count of PATH-enrolled individuals only) Of those with an active, enrolled PATH status during this reporting period, which PATH-funded services did they receive? NUMBER RECEIVING EACH SERVICE 17a. Reengagement 17b. Screening 17c. Clinical Assessment 17d. Habilitation/rehabilitation 17e. Community mental health 17f. Substance use treatment 17g. Case management 17h. Residential supportive services 17i. Housing minor renovation 17j. Housing moving assistance 17k. Housing eligibility determination 171. Security deposits 17m. One-time rent for eviction prevention Section 4: Referrals Provided Exhibit G 18. Referrals Provided (unduplicated count of PATH-enrolled inviduals only) Page 3 of 9 Of those with an active, enrolled PATH status during this reporting period, which referrals did they receive? Note: Referrals provided prior to PATH enrollment should not be counted here. 18A. NUMBER 18B. NUMBER WHO RECEIVING EACH ATTAINED THE SERVICE REFERRAL FROM THE REFERRAL Community mental health 18a1. 18b1. Substance use treatment 18a2. 18b2. Primary health/dental care 18a3. 18b3. Job training 18a4. 18b4. Educational Services 18a5. 18b5. Housing Services 18a6. 18b6. Permanent housing 18a7. 18b7. Temporary housing 18a8. 18b8. Income assistance 18a9. 18b9. Employment assistance 18a10. 18b10. Medical insurance 18a11. 18b11. Section 5: Outcomes Exhibit G Outcomes (unduplicated count of PATH-enrolled individuals only) Page 4 of 9 Of those with an active, enrolled PATH status during this reporting period, how many were receiving the items below at PATH project entry and at PATH project exit or at the end of the reporting period? AT PATH PROJECT AT PATH PROJECT AT REPORT END ENTRY EXIT (FOR CLIENTS DATE (FOR CLIENTS WHO WERE EXITED WHO WERE STILL FROM PATH THIS ACTIVE IN PATH AS YEAR - LEAVERS) OF REPORT END DATE - STAYERS) 19. INCOME FROM ANY SOURCE Yes 19a1. 19a2. 19a3. No 19b1. 19b2. 19b3. Client doesn't know 190. 19c2. 19c3. Client refused 19d1. 19d2. 190. Data not collected 19e1. 19e2. 19e3. TOTAL 19f1. 0 19f2. 0 19f3. 0 20. SSI/SSDI Yes 20a1. 20a2. 20a3. No 20b1. 20b2. 20b3. TOTAL 200. 0 20c2. 0 200. 0 21. NON-CASH BENEFITS FROM ANY SOURCE Yes 21 al. 21 a2. 21 a3. No 21 b1. 21 b2. 21 b3. Client doesn't know 21 c1. 21 c2. 21 c3. Client refused 21d1. 21d2. 21d3. Data not collected 21 el. 21 e2. 21 e3. TOTAL 21 f1. 0 21 f2. 0 21 Q. 0 22. COVERED BY HEALTH INSURANCE Yes 22a1. 22a2. 22a3. No 22b1. 22b2. 22b3. Client doesn't know 22c1. 22c2. 22c3. Client refused 22d1. 22d2. 220. Data not collected 22e1. 22e2. 22e3. TOTAL 22f1. 0 22f2. 0 22f3. 0 23. MEDICAID/MEDICARE Yes 23a1. 23a2. 23a3. No 23b1. 23b2. 23b3. TOTAL 23c1. 0 23c2. 0 23c3. 0 24. ALL OTHER HEALTH INSURANCE Yes 24a1. 24a2. 24a3. No 24b1. 202. 203. TOTAL 24c1. 0 24c2. 0 24c3. 0 Destination at Exit Section 6: Housing Outcomes Exhibit G Page 5 of 9 For each category, record the number of PATH-enrolled individuals who exited the PATH program to each response category. The total of all Destinations 25a1 - 25a36 must match the total number of active, PATH- enrolled individuals (Q#15). 25. DESTINATION AT EXIT TEMPORARY DESTINATIONS Emergency shelter, including hotel or motel paid for with emergency shelter 25a1. voucher, or RHY-funded Host Home shelter Moved from one HOPWA funded project to another HOPWA TH 25a2. Transitional housing for homeless persons 25a3. Staying or living in a family member's room, apartment, or house, temporary 25a4. tenure Staying or living in a friend's room, apartment, or house, temporary tenure 25a5. Place not meant for habitation (e.g., a vehicle, an abandoned building, 25a6. bus/train/subway station/airport, or anywhere outside Safe Haven 25a7. Hotel or motel paid for without emergency shelter voucher 25a8. Host Home (non-crisis) 25a9. SUBTOTAL 25a10. 0 INSTITUTIONAL SITUATION Foster care home or foster care group home 25a11. Psychiatric hospital or other psychiatric facility 25a12. Substance abuse treatment facility or detox center 25a13. Hospital or other residential non-psychiatric medical facility 25a14. Jail, prison, or juvenile detention facility 25a15. Long-term care facility or nursing home 25a16. SUBTOTAL 25a17. 0 PERMANENT DESTINATIONS Moved from one HOPWA funded project to another HOPWA PH 25a18. Owned by client, no ongoing housing subsidy 25a19. Owned by client, with ongoing housing subsidy 25a20. Permanent housing (other than RRH)for formerly homeless persons 25a21. Rental by client, no ongoing housing subsidy 25a22. Rental by client, with RRH or equivalent subsidy 25a23. Rental by client, with VASH subsidy 25a24. Rental by client, with GPD TIP subsidy 25a25. Rental by client, with other ongoing housing subsidy 25a26. Rental by client, with HCV voucher(tenant or project based) 25a27. Rental by client in a public housing unit 25a28. Residential project or halfway house with no homeless criteria 25a29. Staying or living in a family member's room, apartment, or house, permanent 25a30. tenure Staying or living in a friend's room, apartment, or house, permanent tenure 25a31. SUBTOTAL 25a32. 0 OTHER DESTINATIONS Deceased 25a33. Other 25a34. No exit interview completed 25a35. Client doesn't know 25a36. Client refused 25a37. Data not collected 25a38. SUBTOTAL 25a39. 0 PATH-enrolled clients still active as of report end date (Stayers) 25a40. TOTAL 25a41. 0 Section 7: Demographics - Gender Exhibit G Demographics - Gender Page 6 of 9 Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26A. NUMBER ENROLLED Female 26a1. Male 26a2. Trans Female (MTF or Male to Female) 26a3. Trans Male (FTM or Female to Male) 26a4. Gender non-conforming 26a5. Client doesn't know 26a6. Client refused 26a7. Data not collected 26a8. TOTAL 26a9. 0 Section 8: Demographics - Age Demographics -Age Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26B. NUMBER ENROLLED 17 and under 26b1. (Youth 17 and under should not be enrolled in the PATH Project unless they meet all the eligibility requirements. This includes extended family members) 18 - 23 26b2. 24 - 30 26b3. 31 -40 26b4. 41 - 50 26b5. 51 - 61 26b6. 62 and over 26b7. Client doesn't know 26b8. Client refused 26b9. Data not collected 26b10. TOTAL 26b11. 0 Section 9: Demographics - Race Demographics - Race Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? (Note:An individual who identifies as multiracial should be counted in all applicable categories. This demographic element will not sum to total persons enrolled.) 26C. NUMBER ENROLLED American Indian or Alaskan Native 26c1. Asian 26c2. Black or African American 260. Native Hawaiian or Other Pacific Islander 26c4. White 26c5. Client doesn't know 26c6. Client refused 26c7. Data not collected 26c8. TOTAL 26c9. 0 Section 10: Demographics - Ethnicity Exhibit G Demographics - Ethnicity Page 7 of 9 Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26D. NUMBER ENROLLED Non-Hispanic/Non-Latino 26d1. Hispanic/Latino 26d2. Client doesn't know 260. Client refused 26d4. Data not collected 26d5. TOTAL 26d6. 0 Section 11 : Demographics - Veteran Status Demographics -Veteran Status (Adults Only) Of those with an active, enrolled PATH status during this reporting period, how many adults are in each of the following categories? 26E. NUMBER ENROLLED Veteran 26e1. Non-Veteran 26e2. Client doesn't know 26e3. Client refused 26e4. Data not collected 26e5. TOTAL 26e6. 0 Section 12: Demographics - Co-Occurring Disorder Demographics - Co-Occurring Disorder Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26F. NUMBER ENROLLED Co-occurring substance use disorder 26f1. No co-occurring substance use disorder 26f2. Unknown 26f3. TOTAL 26f4. 0 Section 13: Demographics - SOAR Connection Demographics -SOAR Connection Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26G. NUMBER ENROLLED Yes 26g1. No 26g2. Client doesn't know 26g3. Client refused 26g4. Data not collected 26g5. TOTAL 26g6. 0 Section 14: Demographics - Prior Living Situation Exhibit Demographics - Prior Living Situation Page 8 of 9 Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26H. NUMBER ENROLLED LITERALLY HOMELESS Place not meant for habitation 26h1. (e.g., a vehicle, an abandoned building, a bus/train/subway station, airport, or anywhere outside Emergency shelter, including hotel or motel paid for 26h2. with emergency shelter voucher, or RHY-funded Host Home shelter Safe Haven 26h3. INSTITUTIONAL SITUATION Foster care home or foster care group home 26h4. Hospital or other residential non-psychiatric medical 26h5. facility Jail, prison, or juvenile detention facility 26h6. Long-term care facility or nursing home 26h7. Substance abuse treatment facility or detox center 26h8. Psychiatric hospital or other psychiatric facility 26h9. TRANSITIONAL AND PERMANENT HOUSING SITUATION Hotel or motel paid for without emergency shelter 26h10. voucher Owned by client, no ongoing housing subsidy 26h11. Owned by client, with ongoing housing subsidy 26h12. Permanent housing (other than RRH)for formerly 261113. homeless persons (such as CoC project, HUD legacy programs, or HOPWA PH Rental by client, no ongoing housing subsidy 26h14. Rental by client, with VASH subsidy 26h15. Rental by client, with GPD TIP subsidy 26h16. Rental by client, with RRH or equivalent subsidy 26h17. Rental by client, with other ongoing housing subsidy 26h18. (including RRH Rental by client, with HCV voucher(tenant or project 26h19. based Rental by client in a public housing unit 26h20. Residential project or halfway house with no homeless 261121. criteria Staying or living in a family member's room, 26h22. apartment, or house Staying or living in a friend's room, apartment, or 26h23. house Transitional housing for homeless persons 26h24. including homelessyouth) Host Home (non-crisis) 26h25. Client doesn't know 26h26. Client refused 26h27. Data not collected 26h28. TOTAL 26h29. 0 Section 15: Demographics - Length of Stay Exhibit Pa e9of9 Length of stay in prior living situation (emergency shelter or place not meant for human habitation ONLY) Of those identified in #26h (Living Situation) as staying in Place not meant for habitation (26h1) or Emergency shelter (26h2), record the length of time these individuals have been in this living situation. The total of this category must equal the sum of 26h1 + 26h2. 261. LENGTH OF STAY One night or less 2611. Two to six nights 26i2. One week or more, but less than one month 26i3. One month or more, but less than 90 days 26i4. 90 days or more, but less than one year 26i5. One year or longer 26i6. Client doesn't know 2617. Client refused 26i8. Data not collected 2619. TOTAL 26i10. 0 Section 16: Demographics - Chronically Homeless Demographics - Chronically Homeless Of those with an active, enrolled PATH status during this reporting period, how many individuals are in each of the following categories? 26J. NUMBER ENROLLED Yes 26j1. No 26j2. Unknown 26j3. TOTAL 26j4. 0 Section 17: Demographics - Domestic Violence History Demographics - Domestic Violence History (Adults Only) Of those with an active, enrolled PATH status during this reporting period, how many adults are in each of the following categories? 26K. NUMBER ENROLLED Yes 26k1. No 26k2. Client doesn't know 26k3. Client refused 26k4. Data not collected 261k5. TOTAL 26k6. 0 Exhibit H Page 1 of 6 STATE MENTAL HEALTH REQUIREMENTS 1. CONTROL REQUIREMENTS The COUNTY and its subcontractors shall provide services in accordance with all applicable Federal and State statutes and regulations. 2. PROFESSIONAL LICENSURE All (professional level) persons employed by the COUNTY Mental Health Program (directly or through contract) providing Short-Doyle/Medi-Cal services have met applicable professional licensure requirements pursuant to Business and Professions and Welfare and Institutions Codes. 3. CONFIDENTIALITY CONTRACTOR shall conform to and COUNTY shall monitor compliance with all State of California and Federal statutes and regulations regarding confidentiality, including but not limited to confidentiality of information requirements at 42, Code of Federal Regulations sections 2.1 et seq; California Welfare and Institutions Code, sections 14100.2, 11977, 11812, 5328; Division 10.5 and 10.6 of the California Health and Safety Code; Title 22, California Code of Regulations, section 51009; and Division 1, Part 2.6, Chapters 1-7 of the California Civil Code. 4. NON-DISCRIMINATION A. Eligibility for Services CONTRACTOR shall prepare and make available to COUNTY and to the public all eligibility requirements to participate in the program plan set forth in the Agreement. No person shall, because of ethnic group identification, age, gender, color, disability, medical condition, national origin, race, ancestry, marital status, religion, religious creed, political belief or sexual preference be excluded from participation, be denied benefits of, or be subject to discrimination under any program or activity receiving Federal or State of California assistance. B. Employment Opportunity CONTRACTOR shall comply with COUNTY policy, and the Equal Employment Opportunity Commission guidelines, which forbids discrimination against any person on the grounds of race, color, national origin, sex, religion, age, disability status, or sexual preference in employment practices. Such practices include retirement, recruitment advertising, hiring, layoff, termination, upgrading, demotion, transfer, rates of pay or other forms of compensation, use of facilities, and other terms and conditions of employment. Exhibit H Page 2 of 6 C. Suspension of Compensation If an allegation of discrimination occurs, COUNTY may withhold all further funds, until CONTRACTOR can show clear and convincing evidence to the satisfaction of COUNTY that funds provided under this Agreement were not used in connection with the alleged discrimination. D. Nepotism Except by consent of COUNTY's Department of Behavioral Health Director, or designee, no person shall be employed by CONTRACTOR who is related by blood or marriage to, or who is a member of the Board of Directors or an officer of CONTRACTOR. 5. PATIENTS' RIGHTS CONTRACTOR shall comply with applicable laws and regulations, including but not limited to, laws, regulations, and State policies relating to patients' rights. STATE CONTRACTOR CERTIFICATION CLAUSES 1. STATEMENT OF COMPLIANCE: CONTRACTOR has, unless exempted, complied with the non-discrimination program requirements. (Gov. Code§ 12990 (a-f) and CCR, Title 2, Section 111 02) (Not applicable to public entities.) 2. DRUG-FREE WORKPLACE REQUIREMENTS: CONTRACTOR will comply with the requirements of the Drug-Free Workplace Act of 1990 and will provide a drug-free workplace by taking the following actions: a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations. b. Establish a Drug-Free Awareness Program to inform employees about: 1) the dangers of drug abuse in the workplace; 2) the person's or organization's policy of maintaining a drug-free workplace; 3) any available counseling, rehabilitation and employee assistance programs; and, 4) penalties that may be imposed upon employees for drug abuse violations. C. Every employee who works on this Agreement will: 1) receive a copy of the company's drug-free workplace policy statement; and, 2) agree to abide by the terms of the company's statement as a condition of employment on this Agreement. Failure to comply with these requirements may result in suspension of payments under this Agreement or termination of this Agreement or both and Exhibit H Page 3 of 6 CONTRACTOR may be ineligible for award of any future State agreements if the department determines that any of the following has occurred: the CONTRACTOR has made false certification, or violated the certification by failing to carry out the requirements as noted above. (Gov. Code §8350 et seq.) 3. NATIONAL LABOR RELATIONS BOARD CERTIFICATION: CONTRACTOR certifies that no more than one (1) final unappealable finding of contempt of court by a Federal court has been issued against CONTRACTOR within the immediately preceding two (2) year period because of CONTRACTOR's failure to comply with an order of a Federal court, which orders CONTRACTOR to comply with an order of the National Labor Relations Board. (Pub. Contract Code §10296) (Not applicable to public entities.) 4. CONTRACTS FOR LEGAL SERVICES $50,000 OR MORE- PRO BONO REQUIREMENT: CONTRACTOR hereby certifies that CONTRACTOR will comply with the requirements of Section 6072 of the Business and Professions Code, effective January 1, 2003. CONTRACTOR agrees to make a good faith effort to provide a minimum number of hours of pro bono legal services during each year of the contract equal to the lessor of 30 multiplied by the number of full time attorneys in the firm's offices in the State, with the number of hours prorated on an actual day basis for any contract period of less than a full year or 10% of its contract with the State. Failure to make a good faith effort may be cause for non-renewal of a state contract for legal services, and may be taken into account when determining the award of future contracts with the State for legal services. 5. EXPATRIATE CORPORATIONS: CONTRACTOR hereby declares that it is not an expatriate corporation or subsidiary of an expatriate corporation within the meaning of Public Contract Code Section 10286 and 10286.1, and is eligible to contract with the State of California. 6. SWEATFREE CODE OF CONDUCT: a. All CONTRACTORS contracting for the procurement or laundering of apparel, garments or corresponding accessories, or the procurement of equipment, materials, or supplies, other than procurement related to a public works contract, declare under penalty of perjury that no apparel, garments or corresponding accessories, equipment, materials, or supplies furnished to the state pursuant to the contract have been laundered or produced in whole or in part by sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor, or with the benefit of sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor. CONTRACTOR further declares under penalty of perjury that they adhere to the Sweatfree Code of Conduct as set forth on the California Department of Industrial Relations website located at www.dir.ca.gov, and Public Contract Code Section 6108. Exhibit H Page 4 of 6 b. CONTRACTOR agrees to cooperate fully in providing reasonable access to the CONTRACTOR's records, documents, agents or employees, or premises if reasonably required by authorized officials of the contracting agency, the Department of Industrial Relations, or the Department of Justice to determine the contractor's compliance with the requirements under paragraph (a). 7. DOMESTIC PARTNERS: For contracts of$100,000 or more, CONTRACTOR certifies that CONTRACTOR is in compliance with Public Contract Code Section 10295.3. 8. GENDER IDENTITY: For contracts of$100,000 or more, CONTRACTOR certifies that CONTRACTOR is in compliance with Public Contract Code Section 10295.35. DOING BUSINESS WITH THE STATE OF CALIFORNIA The following laws apply to persons or entities doing business with the State of California. 1. CONFLICT OF INTEREST: CONTRACTOR needs to be aware of the following provisions regarding current or former state employees. If CONTRACTOR has any questions on the status of any person rendering services or involved with this Agreement, the awarding agency must be contacted immediately for clarification. Current State Employees (Pub. Contract Code §10410): a). No officer or employee shall engage in any employment, activity or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any state agency, unless the employment, activity or enterprise is required as a condition of regular state employment. b). No officer or employee shall contract on his or her own behalf as an independent contractor with any state agency to provide goods or services. Former State Employees (Pub. Contract Code §10411): a). For the two (2) year period from the date he or she left state employment, no former state officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements or any part of the decision-making process relevant to the contract while employed in any capacity by any state agency. b). For the twelve (12) month period from the date he or she left state employment, no former state officer or employee may enter into a contract with any state agency if he or she was employed by that state agency in a policy-making position in the same general subject area as Exhibit H Page 5 of 6 the proposed contract within the twelve (12) month period prior to his or her leaving state service. If CONTRACTOR violates any provisions of above paragraphs, such action by CONTRACTOR shall render this Agreement void. (Pub. Contract Code §10420) Members of boards and commissions are exempt from this section if they do not receive payment other than payment of each meeting of the board or commission, payment for preparatory time and payment for per diem. (Pub. Contract Code §10430 (e)) 2. LABOR CODE/WORKERS' COMPENSATION: CONTRACTOR needs to be aware of the provisions which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions, and CONTRACTOR affirms to comply with such provisions before commencing the performance of the work of this Agreement. (Labor Code Section 3700) 3. AMERICANS WITH DISABILITIES ACT: CONTRACTOR assures the State that it complies with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.) 4. CONTRACTOR NAME CHANGE: An amendment is required to change the CONTRACTOR's name as listed on this Agreement. Upon receipt of legal documentation of the name change the State will process the amendment. Payment of invoices presented with a new name cannot be paid prior to approval of said amendment. 5. CORPORATE QUALIFICATIONS TO DO BUSINESS IN CALIFORNIA: a. When agreements are to be performed in the state by corporations, the contracting agencies will be verifying that the CONTRACTOR is currently qualified to do business in California in order to ensure that all obligations due to the state are fulfilled. b. "Doing business" is defined in R&TC Section 23101 as actively engaging in any transaction for the purpose of financial or pecuniary gain or profit. Although there are some statutory exceptions to taxation, rarely will a corporate contractor performing within the state not be subject to the franchise tax. C. Both domestic and foreign corporations (those incorporated outside of California) must be in good standing in order to be qualified to do business in California. Agencies will determine whether a corporation is in good standing by calling the Office of the Secretary of State. 6. RESOLUTION: A county, city, district, or other local public body must provide the State with a copy of a resolution, order, motion, or ordinance of the local governing body, which by law has authority to enter into an agreement, authorizing execution of the agreement. Exhibit H Page 6 of 6 7. AIR OR WATER POLLUTION VIOLATION: Under the State laws, the CONTRACTOR shall not be: (1) in violation of any order or resolution not subject to review promulgated by the State Air Resources Board or an air pollution control district; (2) subject to cease and desist order not subject to review issued pursuant to Section 13301 of the Water Code for violation of waste discharge requirements or discharge prohibitions; or (3) finally determined to be in violation of provisions of federal law relating to air or water pollution. 8. PAYEE DATA RECORD FORM STD. 204: This form must be completed by all contractors that are not another state agency or other governmental entity. 9. INSPECTION and Audit of Records and access to Facilities. The State, CMS, the Office of the Inspector General, the Comptroller General, and their designees may, at any time, inspect and audit any records or documents of CONTRACTOR or its subcontractors, and may, at any time, inspect the premises, physical facilities, and equipment where Medicaid-related activities or work is conducted. The right to audit under this section exists for ten (10) years from the final date of the contract period or from the date of completion of any audit, whichever is later. Federal database checks. Consistent with the requirements at § 455.436 of this chapter, the State must confirm the identity and determine the exclusion status of CONTRACTOR, any subcontractor, as well as any person with an ownership or control interest, or who is an agent or managing employee of CONTRACTOR through routine checks of Federal databases. This includes the Social Security Administration's Death Master File, the National Plan and Provider Enumeration System (NPPES), the List of Excluded Individuals/Entities (LEIE), the System for Award Management (SAM), and any other databases as the State or Secretary may prescribe. These databases must be consulted upon contracting and no less frequently than monthly thereafter. If the State finds a party that is excluded, it must promptly notify the CONTRACTOR and take action consistent with § 438.610(c). The State must ensure that CONTRACTOR with which the State contracts under this part is not located outside of the United States and that no claims paid by a CONTRACTOR to a network provider, out-of-network provider, subcontractor or financial institution located outside of the U.S. are considered in the development of actuarially sound capitation rates. Exhibit I Page 1 of 2 COMPLIANCE WITH STATE MEDI-CAL REQUIREMENTS CONTRACTOR shall be required to maintain organizational provider certification by the host county. A copy of this renewal certificate must be furnished to COUNTY within thirty (30) days of receipt of certificate from host county. The CONTRACTOR must meet Medi-Cal organization provider standards as stated below. It is acknowledged that all references to Organizational Provider and/or Provider below shall refer to the CONTRACTOR. Medi-Cal Organizational Provider Standards 1. The organizational provider possesses the necessary license to operate, if applicable, and any required certification. 2. The space owned, leased or operated by the provider and used for services or staff meets local fire codes. 3. The physical plant of any site owned, leased, or operated by the provider and used for services or staff is clean, sanitary and in good repair. 4. The organizational provider establishes and implements maintenance policies for any site owned, leased, or operated by the provider and used for services or staff to ensure the safety and well-being of beneficiaries and staff. 5. The organizational provider has a current administrative manual which includes: personnel policies and procedures, general operating procedures, service delivery policies, and procedures for reporting unusual occurrences relating to health and safety issues. 6. The organizational provider maintains client records in a manner that meets applicable state and federal standards. 7. The organization provider has staffing adequate to allow the COUNTY to claim federal financial participation for the services the Provider delivers to beneficiaries, as described in Division 1, Chapter 11, Subchapter 4 of Title 9, CCR, when applicable. 8. The organizational provider has as head of service a licensed mental health professional or other appropriate individual as described in Title 9, CCR, Sections 622 through 630. 9. For organizational providers that provide or store medications, the provider stores and dispenses medications in compliance with all pertinent state and federal standards. In particular: A. All drugs obtained by prescription are labeled in compliance with federal and state laws. Prescription labels are altered only by persons legally authorized to do so. B. Drugs intended for external use only or food stuffs are stored separately from drugs for internal use. C. All drugs are stored at proper temperatures, room temperature drugs at 59-86 degrees F and refrigerated drugs at 36-46 degrees F. Exhibit I Page 2 of 2 D. Drugs are stored in a locked area with access limited to those medical personnel authorized to prescribe, dispense or administer medication. E. Drugs are not retained after the expiration date. IM multi-dose vials are dated and initialed when opened. F. A drug log is maintained to ensure the provider disposes of expired, contaminated, deteriorated and abandoned drugs in a manner consistent with state and federal laws. G. Policies and procedures are in place for dispensing, administering and storing medications. 10. The COUNTY may accept the host county's site certification and reserves the right to conduct an on-site certification review at least every three years. The COUNTY may also conduct additional certification reviews when: • The provider makes major staffing changes. • The provider makes organizational and/or corporate structure changes (example: conversion from a non-profit status). • The provider adds day treatment or medication support services when medications shall be administered or dispensed from the provider site. • There are significant changes in the physical plant of the provider site (some physical plant changes could require a new fire clearance). • There is change of ownership or location. • There are complaints against the provider. • There are unusual events, accidents, or injuries requiring medical treatment for clients, staff or members of the community. Exhibit J Page 1 of 2 FRESNO COUNTY MENTAL HEALTH PLAN Grievances Fresno County Mental Health Plan (MHP) provides beneficiaries with a grievance and appeal process and an expedited appeal process to resolve grievances and disputes at the earliest and the lowest possible level. Title 9 of the California Code of Regulations requires that the MHP and its fee-for-service providers give verbal and written information to Medi-Cal beneficiaries regarding the following: • How to access specialty mental health services • How to file a grievance about services • How to file for a State Fair Hearing The MHP has developed a Consumer Guide, a beneficiary rights poster, a grievance form, an appeal form, and Request for Change of Provider Form. All of these beneficiary materials must be posted in prominent locations where Medi-Cal beneficiaries receive outpatient specialty mental health services, including the waiting rooms of providers' offices of service. Please note that all fee-for-service providers and contract agencies are required to give the individuals served copies of all current beneficiary information annually at the time their treatment plans are updated and at intake. Beneficiaries have the right to use the grievance and/or appeal process without any penalty, change in mental health services, or any form of retaliation. All Medi-Cal beneficiaries can file an appeal or state hearing. Grievances and appeals forms and self addressed envelopes must be available for beneficiaries to pick up at all provider sites without having to make a verbal or written request. Forms can be sent to the following address: Fresno County Mental Health Plan P.O. Box 45003 Fresno, CA 93718-9886 (800) 654-3937 (for more information) (559) 488-3055 (TTY) Provider Problem Resolution and Appeals Process The MHP uses a simple, informal procedure in identifying and resolving provider concerns and problems regarding payment authorization issues, other complaints and concerns. Informal provider problem resolution process—the provider may first speak to a Provider Relations Specialist (PRS) regarding his or her complaint or concern. Exhibit J Page 2 of 2 The PRS will attempt to settle the complaint or concern with the provider. If the attempt is unsuccessful and the provider chooses to forego the informal grievance process, the provider will be advised to file a written complaint to the MHP address (listed above). Formal provider appeal process—the provider has the right to access the provider appeal process at any time before, during, or after the provider problem resolution process has begun, when the complaint concerns a denied or modified request for MHP payment authorization, or the process or payment of a provider's claim to the MHP. Payment authorization issues—the provider may appeal a denied or modified request for payment authorization or a dispute with the MHP regarding the processing or payment of a provider's claim to the MHP. The written appeal must be submitted to the MHP within 90 calendar days of the date of the receipt of the non-approval of payment. The MHP shall have 60 calendar days from its receipt of the appeal to inform the provider in writing of the decision, including a statement of the reasons for the decision that addresses each issue raised by the provider, and any action required by the provider to implement the decision. If the appeal concerns a denial or modification of payment authorization request, the MHP utilizes a Managed Care staff who was not involved in the initial denial or modification decision to determine the appeal decision. If the Managed Care staff reverses the appealed decision, the provider will be asked to submit a revised request for payment within 30 calendar days of receipt of the decision Other complaints— if there are other issues or complaints, which are not related to payment authorization issues, providers are encouraged to send a letter of complaint to the MHP. The provider will receive a written response from the MHP within 60 calendar days of receipt of the complaint. The decision rendered buy the MHP is final. Exhibit K.1 Page 1 of 1 INCIDENT REPORTING PROTOCOL FOR COMPLETION OF INCIDENT REPORT The Incident Report must be completed for all incidents involving individuals served through DBH's current incident reporting portal, Logic Manager, at https:Hfresnodbh.logicmanager.com/incidents/?t=9&p=1&k=182beOc5cdcd5072bb1864cdee 4d3d6e • The reporting portal is available 24 hours a day, every day. • Any employee of the CONTRACTOR can submit an incident using the reporting portal at any time. No login is required. • The designated administrator of the CONTRACTOR can add information to the follow up section of the report after submission. • When an employee submits an incident within 24 hours from the time of the incident or first knowledge of the incident, the CONTRACTOR's designated administrator, the assigned contract analyst and the Incident Reporting email inbox will be notified immediately via email from the Logic Manager system that there is a new incident to review. • Meeting the 24 hour incident reporting requirements will be easier as there are no signatures to collect. • The user guide attached identifies the reporting process and the reviewer process, and is subject to updates based on DBH's selected incident reporting portal system. Questions about incident reporting, how to use the incident reporting portal, or designating/changing the name of the administrator who will review incidents for the CONTRACTOR should be emailed to DBHlncidentReporting@fresnocountyca.gov and the assigned contract analyst. Mental Health Plan (MHP) and Substance Use Disorder(SUD) services Co�,4 Incident Reporting System 19 INCIDENT REVIEWER ROLE — User Guide Fresno County Department of Behavioral Health (DBH) requires all of its county-operated and contracted providers (through the Mental Health Plan (MHP) and Substance Use Disorder (SUD) services) to complete a written report of any incidents compromising the health and safety of persons served, employees, or community members. Yes! Incident reports will now be made through an on online reporting portal hosted by Logic Manager. It's an easier way for any employee to report an incident at any time. A few highlights: • No supervisor signature is immediately required. • Additional information can be added to the report by the program supervisor/manager without having to resubmit the incident. • When an incident is submitted, the assigned contract analyst, program supervisor/manager, clinical supervisor and the DBHlncidentReporting mailbox automatically receives an email notification of a new incident and can log in any time to review the incident. Everything that was on the original paper/electronic form matches the online form. • Do away with submitting a paper version with a signature. • This online submission allows for timely action for the health and safety of the persons-served, as well as compliance with state reporting timelines when necessary. As an Incident Reviewer,the responsibility is to: • Log in to Logic Manager and review incident submitted within 48 hours of notification of incident. • Review incident for clarity, missing information and add in additional information deemed appropriate. • Notify DBHlncidentReporting@fresnocountVca.gov if there is additional information to be report after initial submission • Contact.DBHlncidentReporting@fresnocountVca.gov if there are any concerns, questions or comments with Logic Manager or incident reporting. Below is the link to report incidents https://fresnodbh.logicmanager.com/incidents/?t=9&p=1&k=182be0c5cdcd5072bbl864cdee4d3d6e The link will take employees to the reporting screen to begin incident submission: Exhibit K.2 Page 1 of 9 E C O � Iresrodhhlegicmeivycican/uiedrnts!'l=9iLp=17ttk=182L Oc5cdcd5177�hL78hdcdrn7d3d6� LogicManager Incident Report Please complete this form Client Information N amo ar Faculty' Name of Reporting Party' Fadllty Adds:' Facility Phone Number Alantar Ninth or Substance Uso Dlsurdnr Progam7' Client First Name' VIM Last Name' ❑lam one o!Elnn Coontaddrass CllentlD Gerd.' Coonry of Origin' - Swnmary svb w P imldent lcheck all that appal' if Dther-spealfy li.e,fire,poisoning,epidemic optb,.",othercatashophesleverts thatjeopardlae the welfare and salety of clients,stall and for members of the commenityl: De.O.Uon of the incident' Exhibit K.2 Page 2 of 9 Similar to the paper version, multiple incident categories can be selected lw Idenl It11.6.all that apply(' I.Iedic.l . neathofelleni: I - Numidde/Mntnidde Aumpt AWOL.Elopement lr om locked fad llty Vlalenceft—Ift—It Im-rd when,deem a A,,or property dtt—O.d S.Kide(rewlting rn 5e 1—mluryy I.I-V Iselfdnflid.d or by—dml l Modl(atlan Ertel E C 6 Q Irearwdbh log�rnrmwger,�art?nrudenW?I-99yr=1&k=tBZbe9..Sc�1u1507Zbb185A�.tk�eM1d3cWe oateol In�laenr ❑me of Intldent' weohon of Inetdent Iley people 0i—tiy 1-1-d In Incident(witnesses,rtaffl' Did She Injured Fifty seek Mvd IU11AINCIU011' ,mach any addltl-A dells 49 Add Ed ar Brop File Here Reported By Name' Reported By Email' Reponed On 1013012019 Exhibit K.2 Page 3 of 9 As another bonus feature, either drag files (such as a copy of a UOR, additional statements/document) or click on Add File to upl ad a file. E C 4 (rctrodhhJdgicmaregor.t_u.-.t >_tl,o_th:ha+l`;rnnt'n!?h1,t Ni>SrnArddbdl,: d&dt_EU4 or atop Fila Hare Reported By Namt Reported By Email' Reported on 10i30i3019 - F41IOW Up Action iaNtn tcheep all that applyl' PIaaSG SPeoll'y I othef 13—ption of Action Taken' Outcome' Similar to the paper version, multiple Action Taken categories can be selected. - FnI—ll. Alflon Taken CI11,•.I;that tpplyI kaW Enforcement Cnntaered s Called 911/FMS Cantu lied wlth PhyM—n Fist Aid'UR Adminl;tercd Cl1Fnt remnred tram build Ina Perm.Upl Guardlan Contacted Other When done entering all the information, simply click submit. Any fields that have a red asterisk, require information an will prevent submission of the form if left blank. A "Thank you for your submission" statement will pop up if an incident is successfully submitted. Click"Reload the Form"to submit another incident. Exhibit K.2 Page 4 of 9 'LogicManager Thank you for your submissions A Notification email will be received when a new incident is reported, or a new comment has been made regarding an incident. Click on "Open this incident in Logic Manager" and the Logic Manager login screen will show. Wed 10/30/2019 10:40 AM SL SYSTEM LogicManager via custom r.support@logicmanager.com <customer.support@ log icmanager.com> Notification- Ta OBH Incident Reporting Oi H there are problems with how this message is displayed,click here to view it in a web Click here to download pictures.To help protect your privacy,Outlook prevented autom is download of some pictures in this message. CAUTION!!!-EXTERNAL EMAIL-THINK BEFORE YOU CLICK ❑x Pgnead,P.mP a�a lwN n>emaw.��a PKmr¢.To ndP Prmnvw. P P Cutlmk rrmdd wmnvEc dw.nbd dMu cmrehontlx Infr�i�0. ' Iv,tlAa�x,r,IM. Hi Mlla Arevalo, You have received a notification through LogicManager.Please see the details below. Type:Incident Report Subject:102 Notification To:Mild Arevalo Open this incident in LogicManager If using Internet Explorer,click here to open the notification. This email was generated by LogicManager If you have any technical issues, please email support(rDlogicmanager.com. Exhibit K.2 Page 5 of 9 Enter in email address and password. First time users will be prompted to set up a password. fresnodbh.my.logicmanageccom/login LogicManager' Forgot your password? Once logged in,the main screen will show reviewer task(incidents to review). Click on analyst/supervisor follow up to view the incident. Your Task List TMKMWE IGUPCF T;ii ..,iGri EC'C .,s_iEL>6r �uC UNIE- This screen below will then pop up. There are 5 tabs to navigate through. Client information will show the client and facility information. No edits can be made to this section. Exhibit K.2 Page 6 of 9 Analyst Follow Up ..�.�_ sMmFlnbimNlnn �_ rwl x.m :x,.t..e x... -.an v.w,�al.�� •• ,, —Ift Pool The next tab is Sum ary: No edits can be made to this section. Analyst Fallow Up w1..T.. IxatlrwlldcAJII1M Wykl' O..FP.lcIwR M Ir nl MrIWTI OY Mf.Yrxg4eOtllmN eJlgMr,Wxr HYxrt�G'�+�nk INI Ig1y,Wv xro�WntntlYfM,eRrlxpk.W1 M,'a mm�Eerl tl UFiamx�lYl IYxrgmnlVk lnlOtN• B / Y d 11 - - - - / C- 2 6 M Q . L Y IWWlJt9 Tm�JVaMent" 1 lmJbenallM<fN` 1 The next tab is Follow up: This section can be edited. Add to th areas below or make corrections to these fields. Be sure to E w en edits are made.Then Cancel to Exi ut of the incident. Exhibit K.2 Page 7 of 9 Analyst Follow Up Mllen ialen„t,.rll N II,al.pllhl' Uw pdYllwMtA'aM.ctW% - rvN..W.eJ,n.,l•e, tllfOA{IM of ANw I.M. 1 a..en,Motnwlwn crux al d.rff tamed prcetcner 1P]i!'✓ rL41o:nsw,rr lm.uull CAlICFI O The next tab is Documents: View and add attachments to the incident. Be sure to click SAVE when adding documents.Then Cancel to Exit out of the incident. Analyst Follow Up Qadd b......t x a.. IyP• sonic. upload In,. 4! �~ No da,rtnnds yrl. 41ap AW hv.at diO..th.Add N.Wmenl d,wd"IU n,k in M Sa 103 11 N l d 1 • rANIF' O If all tasks are followed up with and the incident no longer needs further review/information, click SUBMIT. Once submitted,the incident will be removed from the task list and no further edits can be made. Notice the SUBMIT button is on every tab. If further information needs to be included, email DBHlncidentReporting@fresnocountyca.gov Exhibit K.2 Page 8 of 9 To get back to the home view, cli�thheis Manager icon at any time. Any incidents that still need review will show on this screen, click o and start the review process again. Your Task List TASK N"E SOURCE sT:•i 'U 6, Li'C Uc11 Exhibit K.2 Page 9 of 9 Exhibit L Page 1 of 1 FIXED ASSET AND SENSITIVE ITEM LOG Program: PATH Contract#: 21-0420 Contact Name&No.: fixed assets Sensitive assets Tag Number Item Make/Brand Model Serial# Vendor Purchase Price QTY Cost >$5,000 $500-$4999 Condition Location Comments (If applicable) Date Business ffice 4417 E.Inyo Ave 563ODBIE7 ier ni to chub G050 KM-C2230 Copiers Ink 1/1/2013 5,25988 1 5,25988 X New Fresno,CA 93702 / \ 11 IF 4417 E.Inyo Ave FR253256 Camera Canon 516913003 1980124 Best Buy 1/1/2013 59523 11 59523 X Used Fresno,CA 93702 Exhibit M Page 1 of 2 1 National Standards for Culturally and Linguistically Appropriate Services (CLAS) in Health and Health Care The National CLAS Standards are intended to advance health equity, improve quality, and help eliminate health care disparities by establishing a blueprint for health and health care organizations to: Principal Standard: 1. Provide effective,equitable,understandable,and respectful quality care and services that are responsive to diverse cultural health beliefs and practices,preferred languages,health literacy,and other communication needs. Governance,Leadership,and Workforce: 2. Advance and sustain organizational governance and leadership that promotes CLAS and health equity through policy,practices,and allocated resources. 3. Recruit,promote,and support a culturally and linguistically diverse governance,leadership,and workforce that are responsive to the population in the service area. 4. Educate and train governance,leadership,and workforce in culturally and linguistically appropriate policies and practices on an ongoing basis. Communication and Language Assistance: 5. Offer language assistance to individuals who have limited English proficiency and/or other communication needs,at no cost to them,to facilitate timely access to all health care and services. 6. Inform all individuals of the availability of language assistance services clearly and in their preferred language,verbally and in writing. 7. Ensure the competence of individuals providing language assistance,recognizing that the use of untrained individuals and/or minors as interpreters should be avoided. 8. Provide easy-to-understand print and multimedia materials and signage in the languages commonly used by the populations in the service area. Engagement,Continuous Improvement,and Accountability: 9. Establish culturally and linguistically appropriate goals,policies,and management accountability,and infuse them throughout the organization's planning and operations. 10. Conduct ongoing assessments of the organization's CLAS-related activities and integrate CLAS-related measures into measurement and continuous quality improvement activities. 11. Collect and maintain accurate and reliable demographic data to monitor and evaluate the impact of CLAS on health equity and outcomes and to inform service delivery. 12. Conduct regular assessments of community health assets and needs and use the results to plan and implement services that respond to the cultural and linguistic diversity of populations in the service area. 13. Partner with the community to design,implement,and evaluate policies,practices,and services to ensure cultural and linguistic appropriateness. 14. Create conflict and grievance resolution processes that are culturally and linguistically appropriate to identify,prevent,and resolve conflicts or complaints. 15. Communicate the organization's progress in implementing and sustaining CLAS to all stakeholders,constituents,and the general public. ��� 1 Think Cultural Health F S(_ U.S.Deporfinentof https://www.thinkculturalhealth.hhs.gov/ �O M H Health and Human Services Office of Minority Health contact@thinkculturalhealth.hhs.gov o�� Exhibit M Page 2 of 2 2 The Case for the National CLAS Standards Health equity is the attainment of the highest level of health for all people.'Currently,individuals across the United States from various cultural backgrounds are unable to attain their highest level of health for several reasons,including the social determinants of health,or those conditions in which individuals are born,grow,live,work,and age,2 such as socioeconomic status,education level,and the availability of health services.3 Though health inequities are directly related to the existence of historical and current discrimination and social injustice,one of the most modifiable factors is the lack of culturally and linguistically appropriate services,broadly defined as care and services that are respectful of and responsive to the cultural and linguistic needs of all individuals. Of all the forms of Health inequities result in disparities that directly affect the quality of life for all individuals. Health disparities adversely affect neighborhoods,communities,and the broader society,thus making inequality, injustice in the issue not only an individual concern but also a public health concern. In the United States,it health care is the most has been estimated that the combined cost of health disparities and subsequent deaths due to shocking and inhumane. inadequate and/or inequitable care is$1.24 trillion.4 Culturally and linguistically appropriate services are increasingly recognized as effective in improving —Dr. Martin Luther King,Jr. the quality of care and services.5,6 By providing a structure to implement culturally and linguistically appropriate services,the National CLAS Standards will improve an organization's ability to address health care disparities. The National CLAS Standards align with the HHS Action Plan to Reduce Racial and Ethnic Health Disparities'and the National Stakeholder Strategy for Achieving Health Equity,8 which aim to promote health equity through providing clear plans and strategies to guide collaborative efforts that address racial and ethnic health disparities across the country. Similar to these initiatives,the National CLAS Standards are intended to advance health equity,improve quality,and help eliminate health care disparities by providing a blueprint for individuals and health and health care organizations to implement culturally and linguistically appropriate services.Adoption of these Standards will help advance better health and health care in the United States. Bibliography 1. U.S.Department of Health and Human Services,Office of Minority Health(2011).National Partnership for Action to End Health Disparities.Retrieved from http://minorityhealth.hhs.gov/npa 2.World Health Organization.(2012).Social determinants of health.Retrieved from http://www.who.int/social_determinants/en/ 3. U.S.Department of Health and Human Services,Office of Disease Prevention and Health Promotion.(2010).Healthy people 2020:Social determinants of health.Retrieved from http://www. hea lthypeopl e.gov/2020/to picsobjectives2O20/overvi ew.as px?topicid=39 4. LaVeist,T A.,Gaskin,D.J.,&Richard,P(2009).The economic burden of health inequalities in the United States.Retrieved from the Joint Center for Political and Economic Studies website:http://www. jointeenter.org/sites/default/files/upload/research/files/The%20Economic%2 OBurden%20of%2OHealth%201nequalities%20in%20the%2OUnited%2OStates.pdf 5. Beach,M.C.,Cooper,L.A.,Robinson,K.A.,Price,E.G.,Gary,T.L.,Jenckes,M.W.,Powe,N.R.(2004).Strategies for improving minority healthcare quality.(AHRQ Publication No.04-EO08-02).Retrieved from the Agency of Healthcare Research and Quality website:http://www.ahrq.gov/downloads/pub/evidence/pdf/minqual/minquai.pdf 6.Goode,T.D.,Dunne,M.C.,&Bronheim,S.M.(2006).The evidence base for cultural and linguistic competency in health care.(Commonwealth Fund Publication No.962).Retrieved from The Commonwealth Fund website:http://www.commonwealthfund.org/usr_doc/Goode_evidencebasecultiinguisticcomp_962.pdf 7. U.S.Department of Health and Human Services.(2011).HHS action plan to reduce racial and ethnic health disparities:A nation free of disparities in health and health care.Retrieved from http:// minorityhealth.hhs.gov/npa/f les/Plans/HHS/H HS_Plan_complete.pdf 8. National Partnership for Action to End Health Disparities.(2011).National stakeholder strategy for achieving health equity.Retrieved from U.S.Department of Health and Human Services,Office of Minority Health website:http://www.minorityhealth.hhs.gov/npa/templates/content.aspx?lvl=1&lvlid=33&ID=286 ��� 1 Think Cultural Health F S(_ U.S.Deportment of https://www.thinkculturalhealth.hhs.gov/ 1O M H Health and Human Services Office of Minority Health contact@thinkculturalhealth.hhs.gov o�� DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit N Page 1 of 2 DISCLOSURE OF OWNERSHIP AND CONTROL INTEREST STATEMENT I. Identifying Information Name of entity D/B/A Kings View Address(number,street) City State ZIP code 7170 N.Financial Dr.Suite 110 Fresno CA 93720 CLIA number Taxpayer ID number(EIN) Telephone number 94-1412648 ( 559 )256-0100 II. Answer the following questions by checking "Yes" or "No." If any of the questions are answered "Yes," list names and addresses of individuals or corporations under"Remarks"on page 2. Identify each item number to be continued. YES NO A. Are there any individuals or organizations having a direct or indirect ownership or control interest of five percent or more in the institution, organizations, or agency that have been convicted of a criminal offense related to the involvement of such persons or organizations in any of the programs established by Titles XVIII, XIX, or XX? ......................................................................................................................... o r;� B. Are there any directors, officers, agents, or managing employees of the institution, agency, or organization who have ever been convicted of a criminal offense related to their involvement in such programs established by Titles XVI Il, XIX, or XX?...................................................................................... o C. Are there any individuals currently employed by the institution, agency, or organization in a managerial, accounting, auditing, or similar capacity who were employed by the institution's, organization's, or agency's fiscal intermediary or carrier within the previous 12 months? (Title XVIII providers only)........... o X1 III. A. List names, addresses for individuals, or the EIN for organizations having direct or indirect ownership or a controlling interest in the entity. (See instructions for definition of ownership and controlling interest.) List any additional names and addresses under "Remarks" on page 2. If more than one individual is reported and any of these persons are related to each other, this must be reported under"Remarks." NAME ADDRESS EIN N/A B. Type of entity: o Sole proprietorship o Partnership o Corporation n Unincorporated Associations 5� Other(specify) Not-for-profit C. If the disclosing entity is a corporation, list names, addresses of the directors, and EINs for corporations under"Remarks." D. Are any owners of the disclosing entity also owners of other Medicare/Medicaid facilities? (Example: sole proprietor, partnership, or members of Board of Directors) If yes, list names, addresses ofindividuals, and provider numbers........................................................................................................... 71 o NAME ADDRESS PROVIDER NUMBER N/A DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit N Page 2 of 2 YES NO IV. A. Has there been a change in ownership or control within the last year? ....................................................... o 50 If yes, give date. B. Do you anticipate any change of ownership or control within the year?....................................................... o Q If yes, when? C. Do you anticipate filing for bankruptcy within the year?................................................................................ o If yes, when? V. Is the facility operated by a management company or leased in whole or part by another organization?.......... n n If yes, give date of change in operations. VI. Has there been a change in Administrator, Director of Nursing, or Medical Director within the last year?......... o 50 VII. A. Is this facility chain affiliated? ...................................................................................................................... o If yes, list name, address of corporation, and EIN. Name EIN Kings View Foundation 01-0946385 Address(number,name) City State ZIP code 7170 N.Financial Dr.Suite 110 Fresno CA 93720 B. If the answer to question VII.A. is NO, was the facility ever affiliated with a chain? (If yes, list name, address of corporation, and EIN.) Name EIN Address(number,name) City State ZIP code Whoever knowingly and willfully makes or causes to be made a false statement or representation of this statement, may be prosecuted under applicable federal or state laws. In addition, knowingly and willfully failing to fully and accurately disclose the information requested may result in denial of a request to participate or where the entity already participates, a termination of its agreement or contract with the agency, as appropriate. Name of authorized representative(typed) Title Amanda Nugent Divine,PhD Chief Executive Officer Signature DocuSigned by: Date [A#014 .o(�c N�.j"4 1Dzv e 04/26/2022 Remarks DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit O Page 1 of 2 CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS--PRIMARY COVERED TRANSACTIONS INSTRUCTIONS FOR CERTIFICATION 1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. 4. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms covered transaction, debarred, suspended, ineligible, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations. 6. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. CERTIFICATION (1) The prospective primary participant certifies to the best of its knowledge and belief, that it, its owners, officers, corporate managers and partners: (a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency; (b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit O Page 2 of 2 (c) Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. DocuSigned by: Signature: A N4g"4 Date: 04/26/2022 Amanda Nugent Divine, PhD, CEO Kings View (Printed Name & Title) (Name of Agency or Company) DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit P Page 1 of 2 SELF-DEALING TRANSACTION DISCLOSURE FORM In order to conduct business with the County of Fresno (hereinafter referred to as "COUNTY"), members of a CONTRACTOR's board of directors (hereinafter referred to as "County Contractor"), must disclose any self-dealing transactions that they are a party to while providing goods, performing services, or both for the COUNTY. A self-dealing transaction is defined below: "A self-dealing transaction means a transaction to which the corporation is a party and in which one or more of its directors has a material financial interest" The definition above will be utilized for purposes of completing this disclosure form. INSTRUCTIONS (1) Enter board member's name, job title (if applicable), and date this disclosure is being made. (2) Enter the board member's company/agency name and address. (3) Describe in detail the nature of the self-dealing transaction that is being disclosed to the COUNTY. At a minimum, include a description of the following: a. The name of the agency/company with which the corporation has the transaction; and b. The nature of the material financial interest in the corporation's transaction that the board member has. (4) Describe in detail why the self-dealing transaction is appropriate based on applicable provisions of the Corporations Code. (5) Form must be signed by the board member that is involved in the self-dealing transaction described in Sections (3) and (4). DocuSign Envelope ID:3C2ED552-5BA9-4059-80C4-F8DA637507A8 Exhibit P Page 2 of 2 (1)Company Board Member Information: Name: Amanda Nugent Divinw Date: 04 26 2022 Job Title: Chief Executive Officer (2)Company/Agency Name and Address: Kings View 7170 N. Financial Dr. Suite 110 Fresno CA 93720 (3) Disclosure(Please describe the nature of the self-dealing transaction you are a party to): Kings View is a nonprofit organization with no self-dealing transactions to disclose. (4) Explain why this self-dealing transaction is consistent with the requirements of Corporations Code 5233(a): N/A (5)Authorized Signatu e Signature: pow N4g4.z Nv+,•t Date: 04/26/2022