HomeMy WebLinkAboutAgreement A-15-243 with Poverello House.pdfAgreement No. 15-243
AGREEMENT 1
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3 THIS AGREEMENT is made and entered into this 16th day of June, 2015, by and
4 between the COUNTY OF FRESNO, a political subdivision of the State of California, hereinafter
5 referred to as "COUNTY'', and Poverello House, a Private Non-Profit Corporation, whose address
6 is 412 F Street, Fresno, CA, 93706-3409, hereinafter referred to as "CONTRACTOR".
7 W I T N E S S E T H:
8 WHEREAS, COUNTY is a recipient of one-time State of California Community
9 Recidivism Reduction Grant (CRRG) monies to fund community recidivism and crime reduction
10 services as defined in California Penal Code Section 1233.10 that include, but are not limited to,
11 delinquency prevention, homelessness prevention, and reentry services; and
12 WHEREAS, CONTRACTOR is qualified and willing to provide such services pursuant
13 to the tenns and conditions of this Agreement.
14 NOW, THEREFORE, in consideration of their mutual promises, covenants and
15 conditions, hereinafter set forth, the sufficiency of which is acknowledged, the parties agree as
16 follows:
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1. SERVICES
A. CONTRACTOR shall perform all services and fulfill all responsibilities as
19 specified in Exhibit "A", COUNTY'S Request for Proposal No. 952-5330 and Addendum No. One
20 (1) thereto (collectively, the "Revised RFP") and Exhibit "B", CONTRACTOR'S Response to said
21 Revised RFP dated February 25, 2015 and Proposal Addendum 1 dated May 11, 2015
22 (collectively, "CONTRACTOR's Response"), both exhibits of which are attached hereto and
23 incorporated herein by reference.
24 B. CONTRACTOR shall provide COUNTY monthly service activity reports in
25 a format agreed upon by COUNTY and CONTRACTOR.
26 2. TERM
27 This Agreement shall become effective on July 1, 2015 and shall terminate on
28 June 30, 2017.
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1 3. TERMINATION
2 A. Non-Allocation of Funds-The terms of this Agreement, and the services to
3 be provided thereunder, are contingent on the approval of funds by the appropriating government
4 agency. Should sufficient funds not be allocated, the services provided may be modified, or this
5 Agreement terminated, at any time by giving the CONTRACTOR thirty (30) days advance written
6 notice.
7 B. Breach of Contract-The COUNTY may immediately suspend or terminate
8 this Agreement in whole or in part, where in the determination of the COUNTY there is:
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12 COUNTY;
1) An illegal or improper use of funds;
2) A failure to comply with any term of this Agreement;
3) A substantially incorrect or incomplete report submitted to the
13 4) Improperly performed service.
14 In no event shall any payment by the COUNTY constitute a waiver by the COUNTY
15 of any breach of this Agreement or any default which may then exist on the part of the
16 CONTRACTOR. Neither shall such payment impair or prejudice any remedy available to the
17 COUNTY with respect to the breach or default. The COUNTY shall have the right to demand of
18 the CONTRACTOR the repayment to the COUNTY of any funds disbursed to the CONTRACTOR
19 under this Agreement, which in the judgment of the COUNTY were not expended in accordance
20 with the terms of this Agreement. The CONTRACTOR shall promptly refund any such funds upon
21 demand.
22 C. Without Cause-Under circumstances other than those set forth above,
23 this Agreement may be terminated by COUNTY upon the giving of thirty (30) days advance written
24 notice of an intention to terminate to CONTRACTOR.
25 4. COMPENSATION/INVOICING: COUNTY agrees to pay CONTRACTOR and
26 CONTRACTOR agrees to receive compensation as follows: Two Thousand Eighty-Three Dollars
27 and Thirty-Three Cents ($2,083.33) each month upon submission of monthly activity reports as
28 described in Exhibit B. CONTRACTOR shall submit monthly invoices to the County of Fresno
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Administrative Office at 2280 Tulare Street, Room 304, Fresno, CA 93721.
In no event shall services performed under this Agreement be in excess of
Fifty Thousand Dollars ($50,000) during the term of this Agreement. It is understood that all
expenses incidental to CONTRACTOR'S performance of services under this Agreement shall
be borne by CONTRACTOR. COUNTY shall remit payment for services within thirty (30) days
of receipt of a service activity report as described in Exhibit B and CONTRACTOR's
invoice for same .
5. INDEPENDENT CONTRACTOR: In performance of the work, duties and
obligations assumed by CONTRACTOR under this Agreement, it is mutually understood and
agreed that CONTRACTOR, including any and all of the CONTRACTOR'S officers, agents, and
employees will at all times be acting and performing as an independent contractor, and shall act in
an independent capacity and not as an officer, agent, servant, employee, joint venturer, partner, or
associate of the COUNTY. Furthermore, COUNTY shall have no right to control or supervise or
direct the manner or method by which CONTRACTOR shall perform its work and function.
However, COUNTY shall retain the right to administer this Agreement so as to verify that
CONTRACTOR is performing its obligations in accordance with the terms and conditions thereof.
CONTRACTOR and COUNTY shall comply with all applicable provisions of
law and the rules and regulations, if any, of governmental authorities having jurisdiction over
matters the subject thereof.
Because of its status as an independent contractor, CONTRACTOR shall have
absolutely no right to employment rights and benefits available to COUNTY employees.
CONTRACTOR shall be solely liable and responsible for providing to, or on behalf of, its
employees all legally-required employee benefits. In addition, CONTRACTOR shall be solely
responsible and save COUNTY harmless from all matters relating to payment of
CONTRACTOR'S employees, including compliance with Social Security withholding and all other
regulations governing such matters. It is acknowledged that during the term of this Agreement,
CONTRACTOR may be providing services to others unrelated to the COUNTY or to this
Agreement.
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1 6. MODIFICATION: Any matters of this Agreement may be modified from time
2 to time by the written consent of all the parties without, in any way, affecting the remainder.
3 7. NON-ASSIGNMENT: Neither party shall assign, transfer or sub-contract this
4 Agreement nor their rights or duties under this Agreement without the prior written consent of the
5 other party.
6 8. HOLD HARMLESS: CONTRACTOR agrees to indemnify, save, hold
7 harmless, and at COUNTY'S request, defend the COUNTY, its officers, agents, and employees
8 from any and all costs and expenses, damages, liabilities, claims, and losses occurring or
9 resulting to COUNTY in connection with the performance, or failure to perform, by
10 CONTRACTOR, its officers, agents, or employees under this Agreement, and from any and all
11 costs and expenses, damages, liabilities, claims, and losses occurring or resulting to any person,
12 firm, or corporation who may be injured or damaged by the performance, or failure to perform,
13 of CONTRACTOR, its officers, agents, or employees under this Agreement.
14 9. INSURANCE
15 Without limiting the COUNTY's right to obtain indemnification from
16 CONTRACTOR or any third parties, CONTRACTOR, at its sole expense, shall maintain in full
17 force and effect, the following insurance policies or a program of self-insurance, including but not
18 limited to, an insurance pooling arrangement or Joint Powers Agreement (JPA) throughout the
19 term of the Agreement:
20 A. Commercial General Liability
21 Commercial General Liability Insurance with limits of not less than One
22 Million Dollars ($1 ,000,000) per occurrence and an annual aggregate of Two Million Dollars
23 ($2,000,000). This policy shall be issued on a per occurrence basis. COUNTY may require
24 specific coverages including completed operations, products liability, contractual liability,
25 Explosion-Collapse-Underground, fire legal liability or any other liability insurance deemed
26 necessary because of the nature of this contract.
27 B. Automobile Liability
28 Comprehensive Automobile Liability Insurance with limits for bodily injury of
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1 not less than Two Hundred Fifty Thousand Dollars ($250,000.00) per person, Five Hundred
2 Thousand Dollars ($500,000.00) per accident and for property damages of not less than Fifty
3 Thousand Dollars ($50,000.00), or such coverage with a combined single limit of Five Hundred
4 Thousand Dollars ($500,000.00). Coverage should include owned and non-owned vehicles used
5 in connection with this Agreement.
6 C. Professional Liability
7 If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., R.N.,
8 L.C.S.W., M.F.C.C.) in providing services, Professional Liability Insurance with limits of not less
9 than One Million Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00)
10 annual aggregate.
11 D. Worker's Compensation
12 A policy of Worker's Compensation insurance as may be required by the
13 California Labor Code.
14 CONTRACTOR shall obtain endorsements to the Commercial General Liability
15 insurance naming the County of Fresno, its officers, agents, and employees, individually and
16 collectively, as additional insured, but only insofar as the operations under this Agreement are
17 concerned. Such coverage for additional insured shall apply as primary insurance and any other
18 insurance, or self-insurance, maintained by COUNTY, its officers, agents and employees shall be
19 excess only and not contributing with insurance provided under CONTRACTOR's policies herein.
20 This insurance shall not be cancelled or changed without a minimum of thirty (30) days advance
21 written notice given to COUNTY.
22 Within Thirty (30) days from the date CONTRACTOR signs and executes this
23 Agreement, CONTRACTOR shall provide certificates of insurance and endorsement as stated
24 above for all of the foregoing policies, as required herein, to the County of Fresno, (Name and
25 Address of the official who will administer this contract), stating that such insurance coverages
26 have been obtained and are in full force; that the County of Fresno, its officers, agents and
27 employees will not be responsible for any premiums on the policies; that such Commercial
28 General Liability insurance names the County of Fresno, its officers, agents and employees,
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1 individually and collectively, as additional insured, but only insofar as the operations under this
2 Agreement are concerned; that such coverage for additional insured shall apply as primary
3 insurance and any other insurance, or self-insurance, maintained by COUNTY, its officers, agents
4 and employees, shall be excess only and not contributing with insurance provided under
5 CONTRACTOR's policies herein; and that this insurance shall not be cancelled or changed
6 without a minimum of thirty (30) days advance, written notice given to COUNTY.
7 In the event CONTRACTOR fails to keep in effect at all times insurance
8 coverage as herein provided, the COUNTY may, in addition to other remedies it may have,
9 suspend or terminate this Agreement upon the occurrence of such event.
1 0 All policies shall be issued by admitted insurers licensed to do business in the
11 State of California, and such insurance shall be purchased from companies possessing a current
12 A.M. Best, Inc. rating of A FSC VII or better.
13 10. AUDITS AND INSPECTIONS: The CONTRACTOR shall at any time during
14 business hours, and as often as the COUNTY may deem necessary, make available to the
15 COUNTY for examination all of its records and data with respect to the matters covered by this
16 Agreement. The CONTRACTOR shall, upon request by the COUNTY, permit the COUNTY to
17 audit and inspect all of such records and data necessary to ensure CONTRACTOR'S compliance
18 with the terms of this Agreement.
19 If this Agreement exceeds ten thousand dollars ($1 0,000.00), CONTRACTOR
20 shall be subject to the examination and audit of the Auditor General for a period of three (3) years
21 after final payment under contract (Government Code Section 8546.7).
22 11. NOTICES: The persons and their addresses having authority to give and
23 receive notices under this Agreement include the following:
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COUNTY
COUNTY OF FRESNO
County Administrative Office
2280 Tulare Street, Room 304
Fresno, CA 93721
CONTRACTOR
POVERELLO HOUSE
421 F Street
Fresno, CA 93706-3409
Any and all notices between the COUNTY and the CONTRACTOR provided
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1 for or permitted under this Agreement or by law shall be in writing and shall be deemed duly
2 served when personally delivered to one of the parties, or in lieu of such personal services, when
3 deposited in the United States Mail, postage prepaid, addressed to such party.
4 12. GOVERNING LAW: Venue for any action arising out of or related to this
5 Agreement shall only be in Fresno County, California.
6 The rights and obligations of the parties and all interpretation and performance
7 of this Agreement shall be governed in all respects by the laws of the State of California.
8 13. DISCLOSURE OF SELF-DEALING TRANSACTIONS
9 This provision is only applicable if the CONTRACTOR is operating as a
10 corporation (a for-profit or non-profit corporation) or if during the term of the agreement, the
11 CONTRACTOR changes its status to operate as a corporation.
12 Members of the CONTRACTOR's Board of Directors shall disclose any self-
13 dealing transactions that they are a party to while CONTRACTOR is providing goods or
14 performing services under this agreement. A self-dealing transaction shall mean a transaction
15 to which the CONTRACTOR is a party and in which one or more of its directors has a material
16 financial interest. Members of the Board of Directors shall disclose any self-dealing
17 transactions that they are a party to by completing and signing a Self-Dealing Transaction
18 Disclosure Form, attached hereto as Exhibit C and incorporated herein by reference, and
19 submitting it to the COUNTY prior to commencing with the self-dealing transaction or
20 immediately thereafter.
21 14. ENTIRE AGREEMENT: This Agreement constitutes the entire agreement
22 between the CONTRACTOR and COUNTY with respect to the subject matter hereof and
23 supersedes all previous Agreement negotiations, proposals, commitments, writings,
24 advertisements, publications, and understandings of any nature whatsoever unless expressly
25 included in this Agreement. In the event of any inconsistency in interpreting the documents
26 comprising this Agreement, the inconsistency shall be resolved by giving precedence in the
27 following order of priority: (1) the text of this Agreement (excluding COUNTY's Revised RFP and
28 CONTRACTOR's Response); (2) COUNTY's Revised RFP; and (3) CONTRACTOR's Response.
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2 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as
3 of the day and year first hereinabove written.
4 CONTRACTOR
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(Authorized i'gnature)
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Mailing Address
11 DATE:
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APPROVEDASTOLEGALFORM c
County C
18 FOR ACCOUNTING USE ONLY:
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ORG No.:
Account No.:
Requisition No.:
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DOCUMENT6
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1201500009
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ATTEST:
BERNICE E. SEIDEL. Clerk
Board of Supervisors
r, I·' (I 'k By , ') !\ ., f'J,.> 1-.M ' •<'\f'
Deputy
APPROVEQ AS TO A/10UNTING FORM d!tt t_ .. l /l~
Auditor -Controller/Treasurer-Tax Collector
EXHIBIT A
COUNTY OF FRESNO
REQUEST FOR PROPOSAL
NUMBER: 952-5330
COMMUNITY RECIDIVISM REDUCTION GRANT
Issue Date: January 26, 2015
Closing Date: FEBRUARY 25, 2015
Proposal will be considered LATE when the official Purchasing time clock reads 2:00P.M.
Questions regarding this RFP should be directed to: Carolyn Flores,
phone (559) 600-7110, e-mail countvpurchasing@co.fresno.ca.us, or fax (559) 600-7126.
Check County of Fresno Purchasing's Open Solicitations
website at https://www2.co.fresno.ca.us/0440/Bids/BidsHome.aspx
for RFP documents and changes.
Please submit all Proposals to:
County of Fresno -Purchasing
4525 E. Hamilton Avenue, 2"d Floor
Fresno, CA 93702-4599
BIDDER TO COMPLETE
UNDERSIGNED AGREES TO FURNISH THE COMMODITY OR SERVICE STIPULATED IN THE A IT ACHED PROPOSAL
SCHEDULE AT THE PRICES AND TERMS STATED, SUBJECT TO THE "COUNTY OF FRESNO PURCHASING STANDARD
INSTRUCTIONS AND CONDITIONS FOR REQUEST FOR PROPOSALS (RFP'S)" ATTACHED.
COMPANY
ADDRESS
CITY STATE ZIP CODE
TELEPHONE NUMBER FACSIMILE NUMBER E-MAIL ADDRESS
SIGNED BY
PRINT NAME TITLE
P0-040 (01/15)
Proposal No. 952-5330
COUNTY OF FRESNO PURCHASING
STANDARD INSTRUCTIONS AND CONDITIONS FOR
REQUESTS FOR PROPOSALS (RFP'S) AND REQUESTS FOR QUOTATIONS (RFQ'S)
Note: the reference to "bids" in the following paragraphs applies to RFP's and RFQ's
GENERAL CONDITIONS
By submitting a bid the bidder agrees to the following conditions. These conditions will apply to all subsequent purchases based on this bid.
1. BID PREPARATION
A) All prices and notations must be typed or written in ink. No erasures
permitted. Errors may be crossed out, initialed and corrections
printed in ink by person signing bid.
B) Brand Names: Brand names and numbers when given are for
reference. Equal items will be considered, provided the offer clearly
describes the article and how it differs from that specified. In the
absence of such information it shall be understood the offering is
exactly as specified.
C) State brand or make of each item If bidding on other than specified,
state make, model and brand being bid and attach supporting
literature/specifications to the bid.
D) Bid on each item separately. Prices should be stated in units
specified herein. All applicable charges must be quoted; charges on
invoice not quoted herein will be disallowed.
E) Time of delivery is a part of the consideration and must be stated in
definite terms and must be adhered to. F.O.B. Point shall be
destination or freight charges must be stated.
F) All bids must be dated and signed with the firm's name and by an
authorized officer or employee.
G) Unless otherwise noted, prices shall be firm for one hundred eighty
(180) days after closing date of bid.
2. SUBMITTING BIDS
A) Each bid must be submitted on forms provided in a sealed
envelope/package with bid number and closing date and time on the
outside of the envelope/package.
B) Interpretation: Should any discrepancies or omissions be found in the
bid specifications or doubt as to their meaning, the bidder shall notify
the Buyer in writing at once. The County shall not be held
responsible for verbal interpretations Questions regarding the bid
must be received by Purchasing stated within this document All
addenda issued shall be in writing, duly issued by Purchasing and
incorporated into the contract
C) ISSUING AGENT/AUTHORIZED CONTACT This RFP/RFQ has
been issued by County of Fresno, Purchasing. Purchasing shall be
the vendor's sole point of contact with regard to the RFP/RFQ, its
content, and all issues concerning it
All communication regarding this RFP/RFQ shall be directed to an
authorized representative of County Purchasing. The specific buyer
managing this RFP/RFQ is identified on the cover page, along with
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his or her telephone number, and he or she should be the primary point of
contact for discussions or information pertaining to the RFP/RFQ Contact
with any other County representative, including elected officials, for the
purpose of discussing this RFP/RFQ, its content, or any other issue
concerning it, is prohibited unless authorized by Purchasing. Violation of
this clause, by the vendor having unauthorized contact (verbally or in
writing) with such other County representatives, may constitute grounds
for rejection by Purchasing of the vendor's quotation.
The above stated restriction on vendor contact with County
representatives shall apply until the County has awarded a purchase
order or contract to a vendor or vendors, except as follows. First, in the
event that a vendor initiates a formal protest against the RFP/RFQ, such
vendor may contact the appropriate individual, or individuals who are
managing that protest as outlined in the County's established protest
procedures. All such contact must be in accordance with the sequence set
forth under the protest procedures. Second, in the event a public hearing
is scheduled before the Board of Supervisors to hear testimony prior to its
approval of a purchase order or contract, any vendor may address the
Board.
D) Bids received after the closing time will NOT be considered.
E) Bidders are to bid what is specified or requested first If unable to or
unwilling to, bidder may bid alternative or option, indicating all
advantages, disadvantages and their associated cost
FAILURE TO BID
A) If not bidding, return bid sheet and state reason for no bid or your name
may be removed from mailing list
TAXES, CHARGES AND EXTRAS
A) County of Fresno is subject to California sales and/or use tax (8.225% ).
Please indicate as a separate line item if applicable.
B) DO NOT include Federal Excise Tax. County is exempt under
Registration No. 94-73-03401-K.
C) County is exempt from Federal Transportation Tax. Exemption certificate
is not required where shipping papers show consignee as County of
Fresno.
D) Charges for transportation, containers, packing, etc. will not be paid
unless specified in bid.
1A
Proposal No. 952-5330
5. W-9 -REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND
CERTIFICATION & CALIFORNIA FORM 590 WITHHOLDING
EXEMPTION CERTIFICATE
Upon award of bid, the vendor shall submit to County Purchasing, a
completed IRS Form W-9-Request forT axpayer Identification Number and
Certification and a California Form 590 Withholding Exemption Certificate if
not currently a County of Fresno approved vendor.
6. AWARDS:
A) Award(s) will be made to the most responsive responsible bidder;
however, the Fresno County Local Vendor Preference and/or the
Disabled Veteran Business Enterprise Preference shall take
precedence when applicable. Said Preferences apply only to
Request for Quotations for materials, equipment and/or supplies only
(no services); the preference do not apply to Request for Proposals.
RFQ evaluations will include such things as life-cycle cost,
availability, delivery costs and whose product and/or service is
deemed to be in the best interest of the County. The County shall be
the sole judge in making such determination.
B) Unless bidder gives notice of ali-or-none award in bid, County may
accept any item, group of items or on the basis of total bid.
C) The County reserves the right to reject any and all bids and to waive
informalities or irregularities in bids.
D) Award Notices are tentative: Acceptance of an offer made in response
to this RFP/RFQ shall occur only upon execution of an agreement by
both parties or issuance of a valid written Purchase Order by Fresno
County Purchasing.
E) After award, all bids shall be open to public inspection. The County
assumes no responsibility for the confidentiality of information offered
in a bid.
7. TIE BIDS
All other factors being equal, the contract shall be awarded to the Fresno
County vendor or, if neither or both are Fresno County vendors, it may be
awarded by the fiip of a coin in the presence of witnesses or the entire bid
may be rejected and re-bid. If the General Requirements of the RFQ state
that they are applicable, the provisions ofthe Fresno County Local Vendor
Preference shall take priority over this paragraph.
8. PATENT INDEMNITY
The vendor shall hold the County, its officers, agents and employees,
harmless from liability of any nature or kind, including costs and expenses,
for infringement or use of any copyrighted or un-copyrighted composition,
secret process, patented or unpatented invention, article or appliance
furnished or used in connection with this bid
9 SAMPLES:
Samples, when required, must be furnished and delivered free and, if not
destroyed by tests, will upon written request (within thirty (30) days of bid
closing date) be returned at the bidder's expense. In the absence of such
notification, County shall have the right to dispose of the samples in
whatever manner it deems appropriate.
10. RIGHTS AND REMEDIES OF COUNTY FOR DEFAULT
A) In case of default by vendor, the County may procure the articles or
service from another source and may recover the cost difference and
related expenses occasioned thereby from any unpaid balance due
the vendor or by proceeding against performance bond of the vendor,
if any, or by suit against the vendor. The prices paid by the County shall
be considered the prevailing market price at the time such purchase is
made.
B) Articles or services, which upon delivery inspection do not meet
specifications, will be rejected and the vendor will be considered in
default Vendor shall reimburse County for expenses related to delivery of
non-specified goods or services.
C) Regardless of F.O.B. point, vendor agrees to bear all risks of loss, injury
or destruction to goods and materials ordered herein which occur prior to
delivery and such loss, injury or destruction shall not release vendor from
any obligation hereunder.
11. DISCOUNTS
Terms of less than fifteen (15) days for cash payment will be considered as net
in evaluating this bid. A discount for payment within fifteen (15) days or more
will be considered in determining the award of bid. Discount period will
commence either the later of delivery or receipt of invoice by the County.
Standard terms are Net forty-five (45) days.
12. SPECIAL CONDITIONS IN BID SCHEDULE SUPERSEDE GENERAL
CONDITIONS
The "General Conditions" provisions of this RFP/RFQ shall be superseded if in
conflict with any other section of this bid, to the extent of any such conflict
13. SPECIAL REQUIREMENT
With the invoice or within twenty-five (25) days of delivery, the seller must
provide to the County a Material Safety Data Sheet for each product, which
contains any substance on "The List of 800 Hazardous Substances", published
by the State Director of Industrial Relations. (See Hazardous Substances
Information and Training Act, California State Labor Code Sections 6360
through 6399.7.)
14. RECYCLED PRODUCTS/MATERIALS
Vendors are encouraged to provide and quote (with documentation) recycled or
recyclable products/materials which meet stated specifications.
15. YEAR COMPLIANCE WARRANTY
Vendor warrants that any product furnished pursuant to this Agreement/order
shall support a four-digit year format and be able to accurately process date and
time data from, into and between the twentieth and twenty-first centuries, as well
as leap year calculations. 'Product" shall include, without limitation, any piece or
component of equipment, hardware, firmware, middleware, custom or
commercial software, or internal components or subroutines therein. This
warranty shall survive termination or expiration of this Agreement
In the event of any decrease in product functionality or accuracy related to time
and/or date data related codes and/or internal subroutines that impede the
product from operating correctly using dates beyond December 31, 1999,
vendor shall restore or repair the product to the same level of functionality as
warranted herein, so as to minimize interruption to County's ongoing business
process, time being ofthe essence. In the event that such warranty compliance
requires the acquisition of additional programs, the expense for any such
associated or additional acquisitions, which may be required, including, without
limitation, data conversion tools, shall be borne exclusively by vendor. Nothing
in this warranty shall be construed to limit any rights or remedies the County
may otherwise have under this Agreement with respect to defects other than
year performance.
1B
Proposal No. 952-5330
16. PARTICIPATION
Bidder may agree to extend the terms of the resulting contract to other
political subdivision, municipalities and tax-supported agencies.
Such participating Governmental bodies shall make purchases in their own
name, make payment directly to bidder, and be liable directly to the bidder,
holding the County of Fresno harmless.
17. CONFIDENTIALITY:
All services performed by vendor shall be in strict conformance with all
applicable Federal, State of California and/or local laws and regulations
relating to confidentiality, including but not limited to, California Civil Code,
California Welfare and Institutions Code, Health and Safety Code,
California Code of Regulations, Code of Federal Regulations.
Vendor shall submit to County's monitoring of said compliance.
Vendor may be a business associate of County, as that term is defined in
the "Privacy Rule" enacted by the Health Insurance Portability and
Accountability Act of 1996 (HIPAA). As a HIPAA Business Associate,
vendor may use or disclose protected health information ("PHI") to perform
functions, activities or services for or on behalf of County as specified by the
County, provided that such use or disclosure shall not violate HIPAA and its
implementing regulations. The uses and disclosures if PHI may not be more
expansive than those applicable to County, as the "Covered Entity" under
HIPAA's Privacy Rule, except as authorized for management,
administrative or legal responsibilities of the Business Associate.
Vendor shall not use or further disclose PHI other than as permitted or
required by the County, or as required by law without written notice to the
County.
Vendor shall ensure that any agent, including any subcontractor, to which
vendor provides PH I received from, or created or received by the vendor on
behalf of County, shall comply with the same restrictions and conditions
with respect to such information.
18. APPEALS
Appeals must be submitted in writing within seven (7) working days after
notification of proposed recommendations for award. A "Notice of Award" is
not an indication of County's acceptance of an offer made in response to
this RFP/RFQ. Appeals should be submitted to County of Fresno
Purchasing, 4525 E. Hamilton Avenue, Fresno, California 93702-4599.
Appeals should address only areas regarding RFP contradictions,
procurement errors, quotation rating discrepancies, legality of procurement
context, conflict of interest, and inappropriate or unfair competitive
procurement grievance regarding the RFP/RFQ process.
Purchasing will provide a written response to the complainant within seven
(7) working days unless the complainant is notified more time is required.
If the protesting bidder is not satisfied with the decision of Purchasing,
he/she shall have the right to appeal to the Purchasing AgenUCAO within
seven (7) working days after Purchasing's notification; except if, notified to
appeal directly to the Board of Supervisors at the scheduled date and time.
If the protesting bidder is not satisfied with Purchasing AgenUCAO's
decision, the final appeal is with the Board of Supervisors
19. OBLIGATIONS OF CONTRACTOR
A) CONTRACTOR shall perform as required by the ensuing contract
CONTRACTOR also warrants on behalf of itself and all
subcontractors engaged for the performance of the ensuing contract
that only persons authorized to work in the United States pursuant to
the Immigration Reform and Control Act of 1986 and other applicable laws
shall be employed in the performance of the work hereunder.
B) CONTRACTOR shall obey all Federal, State, local and special district
laws, ordinances and regulations.
20. AUDITS & RETENTION
The Contractor shall maintain in good and legible condition all books,
documents, papers, data files and other records related to its performance
under this contract Such records shall be complete and available to Fresno
County, the State of California, the federal government or their duly authorized
representatives for the purpose of audit, examination, or copying during the
term of the contract and for a period of at least three (3) years following the
County's final payment under the contract or until conclusion of any pending
matter (e.g., litigation or audit), whichever is later. Such records must be
retained in the manner described above until all pending matters are closed.
21. DISCLOSURE-CRIMINAL HISTORY & CIVIL ACTIONS:
Applies to Request for Proposal (RFP); does not apply to Request for Quotation
(RFQ) unless specifically stated elsewhere in the RFQ document
In their proposal, the bidder is required to disclose if any of the following
conditions apply to them, their owners, officers, corporate managers and
partners (hereinafter collectively referred to as "Bidder"):
• Within the three-year period preceding the proposal, they have been
convicted of, or had a civil judgment rendered against them for:
o 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:
o violation of a federal or state antitrust statute;
o embezzlement, theft, forgery, bribery, falsification, or
destruction of records; or
o false statements or receipt of stolen property
Within a three-year period preceding their proposal, they have had a public
transaction (federal, state, or local) terminated for cause or default
22. DATA SECURITY
Individuals and/or agencies that enter into a contractual relationship with the
COUNTY for the purpose of providing services must employ adequate controls
and data security measures, both internally and externally to ensure and protect
the confidential information and/or data provided to contractor by the COUNTY,
preventing the potential loss, misappropriation or inadvertent access, viewing,
use or disclosure of COUNTY data including sensitive or personal client
information; abuse of COUNTY resources; and/or disruption to COUNTY
operations.
Individuals and/or agencies may not connect to or use COUNTY
networks/systems via personally owned mobile, wireless or handheld devices
unless authorized by COUNTY for telecommuting purposes and provide a
secure connection; up to date virus protection and mobile devices must have
the remote wipe feature enabled. Computers or computer peripherals including
mobile storage devices may not be used (COUNTY or Contractor device) or
brought in for use into the COUNTY's system(s) without prior authorization from
COUNTY's Chief Information Officer and/or designee(s).
No storage of COUNTY's private, confidential or sensitive data on any hard-disk
drive, portable storage device or remote storage installation unless encrypted
according to advance encryption standards (AES of 128 bit or higher).
1C
Proposal No. 952-5330
The COUNTY will immediately be notified of any violations, breaches or
potential breaches of security related to COUNTY's confidential
information, data and/or data processing equipment which stores or
processes COUNTY data, internally or externally.
COUNTY shall provide oversight to Contractor's response to all incidents
arising from a possible breach of security related to COUNTY's confidential
client information. Contractor will be responsible to issue any notification to
affected individuals as required by law or as deemed necessary by
COUNTY in its sole discretion. Contractor will be responsible for all costs
incurred as a result of providing the required notification.
23. PURCHASING LOCATION & HOURS
Fresno County Purchasing is located at 4525 E. Hamilton Avenue (second
floor), Fresno, CA 93702. Non-holiday hours of operation are Monday
through Friday, 8:00A.M. to 12 00 Noon and 1 00 P.M. to 5 00 P.M. PST;
Purchasing is closed daily from 12:00 Noon to 1 00 PM. The following
holiday office closure schedule is observed
January 1 *
Third Monday in January
Third Monday in February
March31*
Last Monday in May
July 4*
First Monday in September
November 11 *
Fourth Thursday in November
Friday following Thanksgiving
December 25*
New Year's Day
Martin Luther King, Jr.'s Birthday
Washington-Lincoln Day
Cesar Chavez' Birthday
Memorial Day
Independence Day
Labor Day
Veteran's Day
Thanksgiving Day
Christmas
* When this date falls on a Saturday, the holiday is observed the
preceding Friday. If the date falls on a Sunday, the holiday is observed
the following Monday.
24. FRESNO COUNTY BOARD OF SUPERVISORS ADMINISTRATIVE
POLICIES
The link below references the Fresno County Board of Supervisors
Administrative policies that will apply to this Request for Proposal.
Click here to view
1D
Proposal No. 952-5330 Page 2
TABLE OF CONTENTS
PAGE
OVERVIEW ..................................................................................................................... 3
KEY DATES .................................................................................................................... 4
TRADE SECRET ACKNOWLEDGEMENT ..................................................................... 5
DISCLOSURE-CRIMINAL HISTORY & CIVIL ACTIONS ............................................. 7
REFERENCE LIST ........................................................................................................ 10
PARTICIPATION ........................................................................................................... 11
GENERAL REQUIREMENTS ....................................................................................... 12
SPECIFIC BIDDING INSTRUCTIONS AND REQUIREMENTS .................................... 19
SCOPE OF WORK ....................................................................................................... 22
PROPOSAL CONTENT REQUIREMENTS ................................................................... 27
AWARD CRITERIA ....................................................................................................... 30
CHECK LIST ................................................................................................................. 31
ATTACHMENT A .......................................................................................................... 32
ATTACHMENT B .......................................................................................................... 33
ATTACHMENT C .......................................................................................................... 34
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Proposal No. 952-5330
OVERVIEW
The County of Fresno is requesting proposals from qualified vendors for local Community
Recidivism Reduction Grant Services.
Page 3
The Budget Act of 2014 (Chapter 25, Statutes of 2014) allocates $8 million to California counties
to fund a local Community Recidivism Reduction Grant as defined in Penal Code Section
1233.10 (Attachment A). As one of the recipient counties of this one-time funding, the County of
Fresno is offering a competitive grant process to fund community recidivism and crime reduction
services, including, but not limited to, delinquency prevention, homelessness prevention, and
reentry services. The County of Fresno has established the following guidelines as a focal point
of local efforts within the statutory requirements with the goal of meeting the needs in Fresno
County.
Proposed projects must be designed to enable persons to whom the services are provided
refrain from engaging in crime, reconnect with their family members, and contribute to their
communities. As defined in the statute the following type's program/service activities are
examples of eligible services:
• Self-help groups
• Individual or group assistance with basic life skills
• Mentoring programs
• Academic and educational services
• Job training skills and employment
• Truancy prevention programs
• Literacy programs
• Service referral
Award must be used to create a new service, such as those listed above, or to expand an
existing effort. Program/service expansion includes, but is not limited, providing services in the
rural communities in Fresno County.
Grant Period
All grant awards will be made on a competitive bid basis. The anticipated contract periods are
one-year or two-year, depending upon services proposed, from July 1, 2015 through June 30,
2016 or June 30, 2017.
Available Funding
This is a one-time grant award opportunity and is not intended to fund ongoing expenditures. No
single grant amount may exceed $50,000 for each community recidivism and crime reduction
service provider that receives a grant award. Of the $250,000 in total grant funds allocated to
Fresno County, the statute permits a 5% administrative fee ($12,500) for County administrative
costs; the total grant funds available are $237,500.
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-----------------------------------------,
Proposal No. 952-5330
KEY DATES
RFP Issue Date:
Vendor Conference:
Vendors are to contact Carolyn Flores
at (559) 600-7110 if planning to attend
vendor conference.
Deadline for Written Requests for
Interpretations or Corrections of RFP:
RFP Closing Date:
January 26, 2015
February 5, 2015 10:00 A.M.
County of Fresno Purchasing
4525 E. Hamilton Avenue, 2nd Floor
Fresno, CA 93702
February 10, 2015 1 :00 P.M.
Fax No. (559) 600-7126
E-Mail: CountyPurchasing@co. fresno.ca. us
February 25, 2015 at 2:00P.M.
County of Fresno Purchasing
4525 E. Hamilton Avenue, 2nd Floor
Fresno, CA 93702
Page 4
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Proposal No. 952-5330 Page 5
TRADE SECRET ACKNOWLEDGEMENT
All proposals received by the County shall be considered "Public Record" as defined by Section
6252 of the California Government Code. This definition reads as follows:
" ... Public records" includes any writing containing information relating to the conduct of the
public's business prepared, owned, used or retained by any state or local agency regardless of
physical form or characteristics "Public records" in the custody of, or maintained by, the
Governor's office means any writing prepared on or after January 6, 1975."
Each proposal submitted is Public record and is therefore subject to inspection by the public per
Section 6253 of the California Government Code. This section states that "every person has a
right to inspect any public record".
The County will not exclude any proposal or portion of a proposal from treatment as a public
record except in the instance that it is submitted as a trade secret as defined by the California
Government Code. Information submitted as proprietary, confidential or under any other such
terms that might suggest restricted public access will not be excluded from treatment as public
record.
"Trade secrets" as defined by Section 6254.7 of the California Government Code are deemed not
to be public record. This section defines trade secrets as:
" ... Trade secrets," as used in this section, may include, but are not limited to, any
formula, plan, pattern, process, tool, mechanism, compound, procedure, production data
or compilation of information that is not patented, which is known only to certain
individuals within a commercial concern who are using it to fabricate, produce, or
compound an article of trade or a service having commercial value and which gives its
user an opportunity to obtain a business advantage over competitors who do not know or
use it."
Information identified by bidder as "trade secret" will be reviewed by County of Fresno's legal
counsel to determine conformance or non-conformance to this definition. Such material should
be submitted in a separate binder marked "Trade Secret". Examples of material not considered
to be trade secrets are pricing, cover letter, promotional materials, etc.
INFORMATION THAT IS PROPERLY IDENTIFIED AS TRADE SECRET AND CONFORMS TO
THE ABOVE DEFINITION WILL NOT BECOME PUBLIC RECORD. COUNTY WILL
SAFEGUARD THIS INFORMATION IN AN APPROPRIATE MANNER.
Information identified by bidder as trade secret and determined not to be in conformance with the
California Government Code definition shall be excluded from the proposal. Such information will
be returned to the bidder at bidder's expense upon written request.
Trade secrets must be submitted in a separate binder that is plainly marked "Trade Secrets."
The County shall not in any way be liable or responsible for the disclosure of any proposals or
portions thereof, if they are not ( 1) submitted in a separate binder that is plainly marked "Trade
Secret" on the outside; and (2) if disclosure is required or allowed under the provision of law or
by order of Court.
Vendors are advised that the County does not wish to receive trade secrets and that vendors are
not to supply trade secrets unless they are absolutely necessary.
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Proposal No. 952-5330 Page 6
TRADE SECRET ACKNOWLEDGEMENT
I have read and understand the above "Trade Secret Acknowledgement."
I understand that the County of Fresno has no responsibility for protecting information submitted
as a trade secret if it is not delivered in a separate binder plainly marked "Trade Secret." I also
understand that all information my company submits, except for that information submitted in a
separate binder plainly marked 'Trade Secret," are public records subject to inspection by the
public. This is true no matter whether my company identified the information as proprietary,
confidential or under any other such terms that might suggest restricted public access.
Enter company name on appropriate line:
(Company Name)
Has submitted information identified as Trade
Secrets in a separate marked binder.**
Has not submitted information identified as Trade
--:-::(c=-o-m-p-an-y--:N-:-a-m-e-,-) -----------Secrets. Information submitted as proprietary
confidential or under any other such terms that
might suggest restricted public access will not be
excluded from treatment as public record.
ACKNOWLEDGED BY:
Signature Telephone
Print Name and Title Date
Address
City State Zip
**Bidders brief statement that clearly sets out the reasons for confidentiality in conforming with
the California Government Code definition.
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Proposal No. 952-5330
DISCLOSURE-CRIMINAL HISTORY &
CIVIL ACTIONS
Page 7
In their proposal, the bidder is required to disclose if any of the following conditions apply to
them, their owners, officers, corporate managers and partners (hereinafter collectively referred to
as "Bidder"):
• Within the three-year period preceding the proposal, they have been convicted of, or had
a civil judgment rendered against them for:
o 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;
o violation of a federal or state antitrust statute;
o embezzlement, theft, forgery, bribery, falsification, or destruction of records; or
o false statements or receipt of stolen property
• Within a three-year period preceding their proposal, they have had a public transaction
(federal, state, or local) terminated for cause or default.
Disclosure of the above information will not automatically eliminate a Bidder from consideration.
The information will be considered as part of the determination of whether to award the contract
and any additional information or explanation that a Bidder elects to submit with the disclosed
information will be considered. If it is later determined that the Bidder failed to disclose required
information, any contract awarded to such Bidder may be immediately voided and terminated for
material failure to comply with the terms and conditions of the award.
Any Bidder who is awarded a contract must sign an appropriate Certification Regarding
Debarment, Suspension, and Other Responsibility Matters. Additionally, the Bidder awarded the
contract must immediately advise the County in writing if, during the term of the agreement: (1)
Bidder becomes suspended, debarred, excluded or ineligible for participation in federal or state
funded programs or from receiving federal funds as listed in the excluded parties list system
(http://www.epls.gov); or (2) any of the above listed conditions become applicable to Bidder. The
Bidder will indemnify, defend and hold the County harmless for any loss or damage resulting from
a conviction, debarment, exclusion, ineligibility or other matter listed in the signed Certification
Regarding Debarment, Suspension, and Other Responsibility Matters.
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Proposal No. 952-5330 Page 8
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.
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Proposal No. 952-5330 Page 9
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;
(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.
Signature: Date:
(Printed Name & Title) (Name of Agency or Company)
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Proposal No. 952-5330
VENDOR MUST COMPLETE AND RETURN WITH REQUEST FOR PROPOSAL
Firm:
Page 10
---------------------------------------
REFERENCE LIST
Provide a list of at least five (5) customers for whom you have recently provided similar services.
Be sure to include all requested information.
Reference Name: Contact: -------------------------
Address:
City: --------------------------------------State: ----Zip:
Phone No.: Date: ----------Service Provided:
"' Reference Name: -------------------------Contact:
Address:
City: -------------------------------------State: ---Zip:
Phone No.: Date: -------------Service Provided:
~/
Reference Name: -------------------------Contact:
Address:
City: State: --------------------------------------Zip: ---
Phone No.: Date: -----------------Service Provided:
Reference Name: -------------------------Contact:
Address:
City: State: -------------------------------------Zip: ----
Phone No.: Date: ----------------Service Provided:
¢
Reference Name: -------------------------Contact:
Address:
City: State: --------------------------------------Zip: ----
Phone No.: Date: -----------------
Service Provided:
Failure to provide a list of at least five (5) customers may be cause for rejection
of this RFP.
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Proposal No. 952-5330 Page 11
PARTICIPATION
The County of Fresno is a member of the Central Valley Purchasing Group. This group consists
of Fresno, Kern, Kings, and Tulare Counties and all governmental, tax supported agencies within
these counties.
Whenever possible, these and other tax supported agencies co-op (piggyback) on contracts put
in place by one of the other agencies.
Any agency choosing to avail itself of this opportunity, will make purchases in their own name,
make payment directly to the contractor, be liable to the contractor and vice versa, per the terms
of the original contract, all the while holding the County of Fresno harmless. If awarded this
contract, please indicate whether you would extend the same terms and conditions to all tax
supported agencies within this group as you are proposing to extend to Fresno County.
D Yes, we will extend contract terms and conditions to all qualified agencies within the
Central Valley Purchasing Group and other tax supported agencies.
D No, we will not extend contract terms to any agency other than the County of Fresno.
(Authorized Signature)
Title
* Note: This form/information is not rated or ranked in evaluating proposal.
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Proposal No. 952-5330 Page 12
GENERAL REQUIREMENTS
DEFINITIONS: The terms Bidder, Proposer, Contractor and Vendor are all used interchangeably
and refer to that person, partnership, corporation, organization, agency, etc. which is offering the
proposal and is identified on the Proposal Identification Sheet.
RFP CLARIFICATION AND REVISIONS: Any revisions to the RFP will be issued and distributed
as written addenda.
FIRM PROPOSAL: All proposals shall remain firm for at least one hundred eighty (180) days.
PROPOSAL PREPARATION: Proposals should be submitted in the formats shown under
"PROPOSAL CONTENT REQUIREMENTS" section of this RFP.
County of Fresno will not be held liable or any cost incurred by bidders responding to RFP.
Bidders are to bid what is specified or requested first. If unable to or unwilling to, bidder may bid
alternative or option, indicating all advantages, disadvantages and their associated cost.
SUPPORTIVE MATERIAL: Additional material may be submitted with the proposal as
appendices. Any additional descriptive material that is used in support of any information in your
proposal must be referenced by the appropriate paragraph(s) and page number(s).
Bidders are asked to submit their proposals in a binder (one that allows for easy removal of
pages) with index tabs separating the sections identified in the Table of Contents. Pages must
be numbered on the bottom of each page.
Any proposal attachments, documents, letters and materials submitted by the vendor shall be
binding and included as a part of the final contract should your bid be selected.
TAXES: The quoted amount must include all applicable taxes. If taxes are not specifically
identified in the proposal it will be assumed that they are included in the total quoted.
SALES TAX: Fresno County pays California State Sales Tax in the amount of 8.225% regardless
of vendor's place of doing business.
RETENTION: County of Fresno reserves the right to retain all proposals, excluding proprietary
documentation submitted per the instructions of this RFP, regardless of which response is
selected.
ORAL PRESENT AT IONS: Each finalist may be required to make an oral presentation in Fresno
County and answer questions from County personnel.
AWARD/REJECTION: The award will be made to the vendor offering the overall proposal
deemed to be to the best advantage of the County. The County shall be the sole judge in making
such determination. The County reserves the right to reject any and all proposals. The lowest
bidders are not arbitrarily the vendors whose proposals will be selected. Award Notices are
tentative: Acceptance of an offer made in response to this RFP shall occur only upon execution
of an agreement by both parties or issuance of a valid written Purchase Order by Fresno County
Purchasing.
County Purchasing will chair or co-chair all award, evaluation and contract negotiation
committees.
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Proposal No. 952-5330 Page 13
Award may require approval by the County of Fresno Board of Supervisors.
WAIVERS: The County reserves the right to waive any informalities or irregularities and any
technical or clerical errors in any quote as the interest of the County may require.
TERMINATION: The County reserves the right to terminate any resulting contract upon written
notice.
MINOR DEVIATIONS: The County reserves the right to negotiate minor deviations from the
prescribed terms, conditions and requirements with the selected vendor.
PROPOSAL REJECTION: Failure to respond to all questions or not to supply the requested
information could result in rejection of your proposal.
ASSIGNMENTS: The ensuing proposed contract will provide that the vendor may not assign any
payment or portions of payments without prior written consent of the County of Fresno.
BIDDERS LIABILITIES: County of Fresno will not be held liable for any cost incurred by vendors
in responding to the RFP.
CONFIDENTIALITY: Bidders shall not disclose information about the County's business or
business practices and safeguard confidential data which vendor staff may have access to in the
course of system implementation.
DISPUTE RESOLUTION: The ensuing contract shall be governed by the laws of the State of
California.
Any claim which cannot be amicably settled without court action will be litigated in the U. S.
District Court for the Eastern District of California in Fresno, CA or in a state court for Fresno
County.
NEWS RELEASE: Vendors shall not issue any news releases or otherwise release information to
any third party about this RFP or the vendor's quotation without prior written approval from the
County of Fresno.
BACKGROUND REVIEW: The County reserves the right to conduct a background inquiry of
each proposer/bidder which may include collection of appropriate criminal history information,
contractual and business associations and practices, employment histories and reputation in the
business community. By submitting a proposal/bid to the County, the vendor consents to such
an inquiry and agrees to make available to the County such books and records the County
deems necessary to conduct the inquiry.
PERFORMANCE BOND: The successful bidders may be required to furnish a faithful
performance bond. Bidders are to quote a separate price for a performance bond.
ACQUISITIONS: The County reserves the right to obtain the whole system/services/goods as
proposed or only a portion of the system/services/goods, or to make no acquisition at all.
OWNERSHIP: The successful vendor will be required to provide to the County of Fresno
documented proof of ownership by the vendor, or its designated subcontractor, upon request of
the proposed programs/services/goods.
EXCEPTIONS: Identify with explanation, any terms, conditions, or stipulations of the RFP with
which you CAN NOT or WILL NOT comply with by proposal group.
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Proposal No. 952-5330 Page 14
ADDENDA: In the event that it becomes necessary to revise any part of this RFP, addenda will
be provided to all agencies and organizations that receive the basic RFP.
SUBCONTRACTORS: If a subcontractor is proposed, complete identification of the
subcontractor and his tasks should be provided. The primary contractor is not relieved of any
responsibility by virtue of using a subcontractor.
CONFLICT OF INTEREST: The County shall not contract with, and shall reject any bid or
proposal submitted by the persons or entities specified below, unless the Board of Supervisors
finds that special circumstances exist which justify the approval of such contract:
1. Employees of the County or public agencies for which the Board of Supervisors is the
governing body.
2. Profit-making firms or businesses in which employees described in Subsection (1) serve as
officers, principals, partners or major shareholders.
3. Persons who, within the immediately preceding twelve (12) months, came within the
provisions of Subsection (1 ), and who were employees in positions of substantial
responsibility in the area of service to be performed by the contract, or participated in any way
in developing the contract or its service specifications.
4. Profit-making firms or businesses in which the former employees described in Subsection (3)
serve as officers, principals, partners or major shareholders.
5. No County employee, whose position in the County enables him to influence the selection of
a contractor for this RFP, or any competing RFP, and no spouse or economic dependent of
such employee, shall be employees in any capacity by a bidder, or have any other direct or
indirect financial interest in the selection of a contractor.
6. In addition, no County employee will be employed by the selected vendor to fulfill the vendor's
contractual obligations to the County.
ORDINANCE 3.08.130-POST-SEPARATION EMPLOYMENT PROHIBITED
No officer or employee of the County who separates from County service shall for a period of one
year after separation enter into any employment, contract, or other compensation arrangement
with any County consultant, vendor, or other County provider of goods, materials, or services,
where the officer or employee participated in any part of the decision making process that led to
the County relationship with the consultant, vendor or other County provider of goods, materials
or services.
Pursuant to Government Code section 25132(a), a violation of the ordinance may be enjoined by
an injunction in a civil lawsuit, or prosecuted as a criminal misdemeanor.
EVALUATION CRITERIA: Respondents will be evaluated on the basis of their responses to all
questions and requirements in this RFP and product cost. The County shall be the sole judge in
the ranking process and reserves the right to reject any or all bids. False, incomplete or
unresponsive statements in connection with this proposal may be sufficient cause for its
rejection.
SELECTION PROCESS: All proposals will be evaluated by a team consisting of representatives
from appropriate County Department(s), and Purchasing. It will be their responsibility to make
the final recommendations. Purchasing will chair or co-chair the evaluation or evaluation
process.
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Proposal No. 952-5330 Page 15
Organizations that submit a proposal may be required to make an oral presentation to the
Selection Committee. These presentations provide an opportunity for the individual, agency, or
organization to clarify its proposal to ensure thorough, mutual understanding.
INDEPENDENT CONTRACTOR: In performance of the work, duties, and obligations assumed
by Contractor under any ensuing Agreement, it is mutually understood and agreed that
Contractor, including any and all of Contractor's officers, agents, and employees will at all times
be acting and performing as an independent contractor, and shall act in an independent capacity
and not as an officer, agent, servant, employee, joint venture, partner, or associate of the
County. Furthermore, County shall have no right to control, supervise, or direct the manner or
method by which Contractor shall perform its work and function. However, County shall retain
the right to administer this Agreement so as to verify that Contractor is performing its obligations
in accordance with the terms and conditions thereof. Contractor and County shall comply with all
applicable provisions of law and the rules and regulations, if any, of governmental authorities
having jurisdiction over matters the subject thereof.
Because of its status as an independent contractor, Contractor shall have absolutely no right to
employment rights and benefits available to County employees. Contractor shall be solely liable
and responsible for providing to, or on behalf of, its employees all legally required employee
benefits. In addition, Contractor shall be solely responsible and save County harmless from all
matters relating to payment of Contractor's employees, including compliance with Social Security,
withholding, and all other regulations governing such matters. It is acknowledged that during the
term of the Agreement, Contractor may be providing services to others unrelated to the COUNTY
or to the Agreement.
HOLD HARMLESS CLAUSE: Contractor agrees to indemnify, save, hold harmless and at
County's request, defend the County, its officers, agents and employees, from any and all costs
and expenses, damages, liabilities, claims and losses occurring or resulting to County in
connection with the performance, or failure to perform, by Contractor, its officers, agents or
employees under this Agreement and from any and all costs and expenses, damages, liabilities,
claims and losses occurring or resulting to any person, firm or corporation who may be injured or
damaged by the performance, or failure to perform, of Contractor, its officers, agents or
employees under this Agreement.
SELF-DEALING TRANSACTION DISCLOSURE: Contractor agrees that when operating as a
corporation (a for-profit or non-profit corporation), or if during the term of the agreement the
Contractor changes its status to operate as a corporation, members of the Contractor's Board of
Directors shall disclose any self-dealing transactions that they are a party to while Contractor is
providing goods or performing services under the agreement with the County. A self-dealing
transaction shall mean a transaction to which the Contractor is a party and in which one or more
of its directors has a material financial interest. Members of the Board of Directors shall disclose
any self-dealing transactions that they are a party to by completing and signing a Fresno County
Self-Dealing Transaction Disclosure Form and submitting it to the County prior to commencing
with the self-dealing transaction or immediately thereafter.
PRICE RESPONSIBILITY: The selected vendor will be required to assume full responsibility for
all services and activities offered in the proposal, whether or not they are provided directly.
Further, the County of Fresno will consider the selected vendor to be the sole point of contact
with regard to contractual matters, including payment of any and all charges resulting from the
contract. The contractor may not subcontract or transfer the contract, or any right or obligation
arising out of the contract, without first having obtained the express written consent of the
County.
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ADDRESSES AND TELEPHONE NUMBERS: The vendor will provide the business address and
mailing address, if different, as well as the telephone number of the individual signing the
contract.
ASSURANCES: Any contract awarded under this RFP must be carried out in full compliance
with The Civil Rights Act of 1964, The Americans With Disabilities Act of 1990, their subsequent
amendments, and any and all other laws protecting the rights of individuals and agencies. The
County of Fresno has a zero tolerance for discrimination, implied or expressed, and wants to
ensure that policy continues under this RFP. The contractor must also guarantee that services,
or workmanship, provided will be performed in compliance with all applicable local, state, or
federal laws and regulations pertinent to the types of services, or project, of the nature required
under this RFP. In addition, the contractor may be required to provide evidence substantiating
that their employees have the necessary skills and training to perform the required services or
work.
INSURANCE:
Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or any third
parties, CONTRACTOR, at its sole expense, shall maintain in full force and effect, the following
insurance policies or a program of self-insurance, including but not limited to, an insurance
pooling arrangement or Joint Powers Agreement (JPA) throughout the term of the Agreement:
A. Commercial General Liability
Commercial General Liability Insurance with limits of not less than One Million Dollars
($1 ,000,000) per occurrence and an annual aggregate of Two Million Dollars ($2,000,000).
This policy shall be issued on a per occurrence basis. COUNTY may require specific
coverages including completed operations, products liability, contractual liability, Explosion-
Collapse-Underground, fire legal liability or any other liability insurance deemed necessary
because of the nature of this contract.
B. Automobile Liability
Comprehensive Automobile Liability Insurance with limits for bodily injury of not less than Two
Hundred Fifty Thousand Dollars ($250,000.00) per person, Five Hundred Thousand Dollars
($500,000.00) per accident and for property damages of not less than Fifty Thousand Dollars
($50,000.00), or such coverage with a combined single limit of Five Hundred Thousand
Dollars ($500,000.00). Coverage should include owned and non-owned vehicles used in
connection with this Agreement.
C. Professional Liability
If CONTRACTOR employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W., M.F.C.C.)
in providing services, Professional Liability Insurance with limits of not less than One Million
Dollars ($1 ,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) annual
aggregate.
This coverage shall be issued on a per claim basis. Contractor agrees that it shall maintain,
at its sole expense, in full force and effect for a period of three (3) years following the
termination of this Agreement, one or more policies of professional liability insurance with
limits of coverage as specified herein.
D. Worker's Compensation
A policy of Worker's Compensation insurance as may be required by the California Labor
Code.
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Contractor shall obtain endorsements to the Commercial General Liability insurance naming the
County of Fresno, its officers, agents, and employees, individually and collectively, as additional
insured, but only insofar as the operations under this Agreement are concerned. Such coverage
for additional insured shall apply as primary insurance and any other insurance, or self-insurance,
maintained by County, its officers, agents and employees shall be excess only and not
contributing with insurance provided under Contractor's policies herein. This insurance shall not
be cancelled or changed without a minimum of thirty (30) days advance written notice given to
County.
Within thirty (30) days from the date Contractor executes this Agreement, Contractor shall
provide certificates of insurance and endorsement as stated above for all of the foregoing
policies, as required herein, to the County of Fresno, County Administrative Office, 2281 Tulare
St., Rm 304, Fresno, CA 93721, stating that such insurance coverage have been obtained and
are in full force; that the County of Fresno, its officers, agents and employees will not be
responsible for any premiums on the policies; that such Commercial General Liability insurance
names the County of Fresno, its officers, agents and employees, individually and collectively, as
additional insured, but only insofar as the operations under this Agreement are concerned; that
such coverage for additional insured shall apply as primary insurance and any other insurance, or
self-insurance, maintained by County, its officers, agents and employees, shall be excess only
and not contributing with insurance provided under Contractor's policies herein; and that this
insurance shall not be cancelled or changed without a minimum of thirty (30) days advance,
written notice given to County.
In the event Contractor fails to keep in effect at all times insurance coverage as herein provided,
the County may, in addition to other remedies it may have, suspend or terminate this Agreement
upon the occurrence of such event.
All policies shall be with admitted insurers licensed to do business in the State of California.
Insurance purchased shall be purchased from companies possessing a current A.M. Best, Inc.
rating of A FSC VII or better.
AUDIT AND RETENTION: The Contractor shall maintain in good and legible condition all books,
documents, papers, data files and other records related to its performance under this contract.
Such records shall be complete and available to Fresno County, the State of California, the
federal government or their duly authorized representatives for the purpose of audit, examination,
or copying during the term of the contract and for a period of at least three years following the
County's final payment under the contract or until conclusion of any pending matter (e.g.,
litigation or audit), whichever is later. Such records must be retained in the manner described
above until all pending matters are closed.
DEFAULT: In case of default by the selected bidder, the County may procure materials and
services from another source and may recover the loss occasioned thereby from any unpaid
balance due the selected bidder, or by any other legal means available to the County.
BREACH OF CONTRACT: In the event of breach of contract by either party, the other party shall
be relieved of its obligations under this agreement and may pursue any legal remedies.
CONFIDENTIALITY
All services performed by vendor shall be in strict conformance with all applicable Federal, State
of California and/or local laws and regulations relating to confidentiality, including but not limited
to, California Civil Code, California Welfare and Institutions Code, Health and Safety Code,
California Code of Regulations, Code of Federal Regulations.
Vendor shall submit to County's monitoring of said compliance.
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Vendor may be a Business associate of County, as that term is defined in the "Privacy Rule"
enacted by the Health Insurance Portability and Accountability Act of 1996 (HIPAA). As a HIPAA
Business Associate, vendor may use or disclose protected health information ("PHI") to perform
functions, activities or services for or on behalf of County, as specified by the County, provided
that such use or disclosure shall not violate HIPAA and its implementing regulations. The uses
and disclosures of PHI may not be more expansive than those applicable to County, as the
"Covered Entity" under HIPAA's Privacy Rule, except as authorized for management,
administrative or legal responsibilities of the Business Associate.
Vendor shall not use or further disclose PHI other than as permitted or required by the County, or
as required by law without written notice to the County.
Vendor shall ensure that any agent, including any subcontractor, to which vendor provides PHI
received from, or created or received by the vendor on behalf of County, shall comply with the
same restrictions and conditions with respect to such information.
APPEALS
Appeals must be submitted in writing within *seven (7) working days after notification of proposed
recommendations for award. A "Notice of Award" is not an indication of County's acceptance of
an offer made in response to this RFP. Appeals shall be submitted to County of Fresno
Purchasing, 4525 E. Hamilton Avenue 2nd Floor, Fresno, California 93702-4599. Appeals should
address only areas regarding RFP contradictions, procurement errors, quotation rating
discrepancies, legality of procurement context, conflict of interest, and inappropriate or unfair
competitive procurement grievance regarding the RFP process.
Purchasing will provide a written response to the complainant within *seven (7) working days
unless the complainant is notified more time is required.
If the protesting bidder is not satisfied with the decision of Purchasing, he/she shall have the right
to appeal to the Purchasing Agent/CAO within seven (7) working days after Purchasing's
notification; except, if notified to appeal directly to the Board of Supervisors at the scheduled date
and time.
If the protesting bidder is not satisfied with Purchasing Agent/CAO's decision, the final appeal is
with the Board of Supervisors.
*The seven (7) working day period shall commence and be computed by excluding the first day and including the last
day upon the date that the notification is issued by the County.
RIGHTS OF OWNERSHIP
The County shall maintain all rights of ownership and use to all materials designed, created or
constructed associated with this service/project/program.
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Proposal No. 952-5330
SPECIFIC BIDDING INSTRUCTIONS AND
REQUIREMENTS
Page 19
ISSUING AGENT: This RFP has been issued by County of Fresno, Purchasing. Purchasing
shall be the vendor's sole point of contact with regard to the RFP, its content, and all issues
concerning it.
AUTHORIZED CONTACT: All communication regarding this RFP shall be directed to an
authorized representative of County Purchasing. The specific buyer managing this RFP is
identified on the cover page, along with his or her telephone number, and he or she should be
the primary point of contact for discussions or information pertaining to the RFP. Contact with
any other County representative, including elected officials, for the purpose of discussing this
RFP, it content, or any other issue concerning it, is prohibited unless authorized by Purchasing.
Violation of this clause, by the vendor having unauthorized contact (verbally or in writing) with
such other County representatives, may constitute grounds for rejection by Purchasing of the
vendor's quotation.
The above stated restriction on vendor contact with County representatives shall apply until the
County has awarded a purchase order or contract to a vendor or vendors, except as follows.
First, in the event that a vendor initiates a formal protest against the RFP, such vendor may
contact the appropriate individual, or individuals who are managing that protest as outlined in the
County's established protest procedures. All such contact must be in accordance with the
sequence set forth under the protest procedures. Second, in the event a public hearing is
scheduled before the Board of Supervisors to hear testimony prior to its approval of a purchase
order or contract, any vendor may address the Board.
VENDOR CONFERENCE: On February 5, 2015 at 10:00 A.M., a vendor's conference will be
held in which the scope of the project and proposal requirements will be explained. The
meeting will be held at the office of County of Fresno Purchasing, 4525 E. Hamilton
(between Cedar and Maple), 2"d Floor, Fresno, California. Addendum will be prepared and
distributed to all bidders only if necessary to clarify substantive items raised during the bidders'
conference.
Bidders are to contact Carolyn Flores at County of Fresno Purchasing, (559) 600-7112, if they
are planning to attend the conference.
NUMBER OF COPIES: Submit one (1) original, with two (2) *reproducible compact disc
enclosed and six (6) copies of your proposal no later than the proposal acceptance date and
time as stated on the front of this document to County of Fresno Purchasing. The cover page of
each document is to be appropriately marked "Original" or "Copy".
*Bidder shall submit two (2) reproducible compact disc (i.e.: PDF file) containing the
complete proposal excluding trade secrets. Compact disc should accompany the original
binder and should be either attached to the inside cover of the binder or inserted in an
attached sleeve or envelope in the front of the binder to insure the disc is not misplaced.
INTERPRETATION OF RFP: Vendors must make careful examination of the requirements,
specifications and conditions expressed in the RFP and fully inform themselves as to the quality
and character of services required. If any person planning to submit a proposal finds
discrepancies in or omissions from the RFP or has any doubt as to the true meaning or
interpretation, correction thereof may be requested at the scheduled Vendor Conference (see
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above). Any change in the RFP will be made only by written addendum, duly issued by the
County. The County will not be responsible for any other explanations or interpretations.
Questions may be submitted subsequent to the Vendor Conference, subject to the following
conditions:
a. Such questions are submitted in writing to the County Purchasing not later than February 10,
2015 at 1:00 p.m. Questions must be directed to the attention of Carolyn Flores, Purchasing
Analyst Ill.
b. Such questions are submitted with the understanding that County can respond only to
questions it considers material in nature.
c. Questions shall bee-mailed to CountyPurchasing@co.fresno.ca.us.
NOTE: The bidder is encouraged to submit all questions at the Vendor Conference. Time
limitations can prevent a response to questions submitted after the conference.
SELECTION COMMITTEE: All proposals will be evaluated by a team co-chaired by Purchasing.
All proposals will be evaluated by a review committee that may consist of County of Fresno
Purchasing, department staff, community representatives from advisory boards and other
members as appropriate.
The proposals will be evaluated in a multi-stage selection process. Some bids may be
eliminated or set aside after an initial review. If a proposal does not respond adequately to the
RFP or the bidder is deemed unsuitable or incapable of delivering services, the proposal may be
eliminated from consideration. It will be the selection committee's responsibility to make the final
recommendation to the Department Head.
CONTRACT TERM: It is County's intent to contract with the successful bidder for a term one (1)
or two (2} years depending upon services proposed, from July 1, 2015 through June 30, 2016 or
June 30, 2017.
PAYMENT: The County of Fresno, if appropriate, may use Procurement Card to place and make
payment for orders under the ensuing contract.
AUDITED FINANCIAL STATEMENTS: Copies of the audited Financial Statements for the last
three (3) years for the business, agency or program that will be providing the service(s)
proposed. If audited statements are not available, complied or reviewed statements will be
accepted with copies of three years of corresponding federal tax returns. This information is to
be provided after the RFP closes, if requested. Do not provide with your proposal.
CONTRACT NEGOTIATION: The County will prepare and negotiate its own contract with the
selected vendor, giving due consideration to standard contracts and associated legal documents
submitted as a part of bidder's response to the RFP. The tentative award of the contract is
based on successful negotiation pending formal recommendation of award. Bidder is to include
in response the names and titles of officials authorized to conduct such negotiations.
NOTICES: All notices, payments, invoices, insurance and endorsement certificates, etc. need to
be submitted as follows: referencing contract/purchase order number, department, position, title
and address of administering official.
EPAYMENT OPTION: The County of Fresno provides an Epay Program which involves payment
of invoices by a secure Visa account number assigned to the supplier after award of contract.
Notification of payments and required invoice information are issued to the supplier's designated
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Accounts Receivable contact by e-mail remittance advice at time of payment. To learn more
about the benefits of an Epay Program, how it works, and obtain answers to frequently asked
questions, click or copy and paste the following URL into your browser:
www.bankofamerica.com/epayablesvendors or call Fresno County Accounts Payable, 559-600-
3609.
LOCAL VENDOR PREFERENCE: The Local Vendor Preference does not apply to this Request
for Proposal.
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SCOPE OF WORK
Target Service Population
The target population for these services include persons in Fresno County who have been
released from the state prison, county jail, juvenile detention facility, who are under the
supervision of probation or parole, or other person at risk of becoming involved in criminal
activities.
For the purpose of this RFP, the definition of "person at risk of becoming involved in criminal
activities" includes siblings, spouses, children, and other significant persons not engaged in
delinquent or criminal activities but involved in the life of an individual recently released from a
state prison, county jail or juvenile detention facility, or under supervision of probation or parole.
Eligible Applicants
Applicants must be nongovernmental entities or a consortium or coalition of nongovernmental
entities that provide community recidivism and crime reduction services to the target population
for at least five years in Fresno County.
An agency is only eligible to receive one grant award, including participating in a consortium
submission.
Eligible Grant Activities
A community recidivism and crime reduction service provider shall provide services that are
designed to enable person to whom the services are provided to refrain from engaging in crime,
reconnect with their family members, and contribute to their communities. Community recidivism
and crime reduction services may include all of the following:
A. Self-help groups.
B. Individual or group assistance with basic life skills.
C. Mentoring programs.
D. Academic and educational services, including, but not limited to, services to enable the
recipient earn his or her high school diploma.
E. Job training skills and employment.
F. Truancy prevention programs.
G. Literacy programs.
H. Individual or group assistance with referrals for any of the following:
1. Mental and physical health assessments
2. Counseling services
3. Education and vocational programs
4. Employment opportunities
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5. Alcohol and drug treatment (provider with California Department of Health Care
Services Alcohol and Other Drug Program Certification)
6. Health, wellness, fitness, and nutrition programs and services
7. Personal finance and consumer skills programs and services
8. Other personal growth and development programs to reduce recidivism
9. Housing assistance
Funding Priorities
Priority will be given to proposals that target current gaps in available services and/or hard to
reach populations including, but not limited to:
A. Proposals that strengthen partnerships between criminal justice and nongovernmental
entities.
B. Proposals serving individuals in the rural communities of Fresno County.
C. Proposals focused on individuals involved or at risk of being involved in gang activities.
D. Proposals focused on evidence-based programming and/or reducing barriers to access
existing services.
E. Proposals that develop new intervention strategies and/or incorporate collaborations with
new partners.
F. Proposals including sustainability plan illustrating how the one-time funding will be
leveraged to benefit ongoing service levels and clients.
Eligible Proposal Expenditures
The information outlined below applies the applicant's expenditures and subsequent
reimbursement of grant funds.
A. Salaries and Benefits: The salaries and benefits of the applicant's employees that are
directly involved in the proposal's activities.
B. Services and Supplies: Services and supplies necessary for the operation of the
proposal's activities (e.g. lease payment for office space, office supplies, educational
materials) and items or services provided participants as part of the program/services
proposed (e.g. basic necessities such as food, clothing, shelter/housing, transportation,
and related expenditures).
C. Other Costs: Applicants proposing other costs shall provide detail justifying the inclusion
of other costs proposed.
D. Indirect Costs: Includes operational overhead and administrative costs. Funds dedicated
to this line item may not exceed 5% of the award.
Note: Grant funds will be remitted on a reimbursement basis after submission of required activity
reports.
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Reporting and Performance Requirements
The grantee will be required to report project activities that include collecting and submitting
client and activity data to the Fresno County Administrative Office and Probation Department.
Data elements that must be collected and reported include, but are not limited to:
A. Outreach data, including the number of individuals contacted to enroll in services
proposed.
B. Enrollment number and demographic information including participants name, gender,
race, domestic living status (married, living with partner and/or children), and employment
status, substance abuse, criminal history including gang activity, recent released from jail
and/or prison, probation or parole supervision or recently discharged from probation or
parole supervision, at risk of becoming involved in criminal activities, and ex-offenders
with children.
C. Participant needs assessment and program/service plans completed.
D. Participant program/service participation (including services provided each participant
during the reporting period).
E. Participant referrals to other agencies and/or services (including number of referrals and
types of service referral).
F. Participants leaving the program/services and the reason, including:
1. Voluntary-participant initiated
2. Non-Compliance-grantee initiated (report reason)
3. Arrest, return to custody, criminal filing, violation of supervision, or other criminal
justice system intervention (identify reason)
4. Program/service completion
5. Referral to another program, service or other outcome (report other outcome).
G. Probation/Parole Supervision -participant's compliance reporting pursuant to the
requirements of Fresno County Probation Department.
The grantee will submit activity data elements in a monthly activity report for each month of the
grant period.
Other Requirements and Expectations for Grantees
Grantees will be paid on a monthly basis following the submission of an invoice and monthly
activity report for services performed to the County's satisfaction. This grantee will be
reimbursed on an actual cost reimbursement basis not to exceed the total grant amount. It is the
responsibility of the grantee to track and report expenditures and services provided and
expenses that exceed the grant (contractual amount) will not be reimbursed.
Applicants shall be legally authorized to conduct business as a nonprofit in the State of California
and have established administrative and program/service resources in Fresno County. Applicant
agreement that state and/or local monitors or auditors, to ensure compliance with funding
requirements, and may review grantees facilities, relevant financial and performance records.
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Proposal Guidelines
In addition to the Proposal content requirements, applicants shall include in their response the
additional information listed below:
A. Project Narrative (1 0 page limit; using Arial font, 11 point)
Describe the agency experience and ability to provide community recidivism and crime reduction
services. Include proposal description how and what the agency will provide services to persons
who have been released from state prison, a county jail, or a juvenile detention facility, that are
under the supervision of parole or probation department, or any other person at risk of becoming
involved in criminal activities.
Applicants will to include, but are not limited to, the following elements in their Project Narrative:
1. Applicant's experience in working within Fresno County's criminal justice system
and demonstrated ability to collaborate with other criminal justice, education and
human service agencies, and other service providers in the community;
2. Detail of the applicant's experience in development and implementation of
successful projects/programs involving criminal offenders in Fresno County.
Include a summary of relevant prior experience in providing services similar to
those proposed.
3. What is the need for the service within the target population?
a. Describe the area to be served. If the program/service will operate only in
specific areas of the County, be specific as to where.
b. Discuss how this service will complement and not compete with other
programs/services currently operating in the area served.
4. Describe the target population, specifying eligibility and exclusionary criteria,
including, but not limited to age, gender, offense history, health issues, type of
need that will be addressed, etc. Additionally, identify the total number of
participants to be served.
5. Describe the program/service model, is it evidence-based and include the short
and long term goals, length of the program/service, hours per week, etc.
6. Describe the services to be provided, including how these services will reduce
recidivism and victimization. (Note: For the purpose of the RFP Fresno County is
utilizing the Board of State and Community Corrections definition of recidivism as
reflected in Attachment B).
7. Program/service goals and participation outcomes and describe how they will
benefit the participants, their families and community (refer to Reporting and
Performance Requirements).
8. Participant need assessment or other evaluative tools and/or methodology to be
utilized in proposed programs/services (attaching examples is encouraged).
9. How will the program/service model be cost-effective or reduce costs otherwise
incurred by the criminal justice system?
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10. Service referral agencies, including formal and informal collaborative agreements.
11. What are the participants required to accomplish in order to successfully complete
the program/service?
12. Under what condition may a participant be subject to involuntary termination from
the program/service? Additionally, how will the grantee handle non-compliance
with the terms of participation?
13. How will the grantee respond to arrests while enrolled in the program/service?
14. For participants referred by or under the supervision of Probation, how will the
grantee communicate with Probation on case activity, program/service
completion, non-compliance, and termination?
15. How will those that complete the program/service be transitioned to other services
orsupportsifneeded?
16. Program/service description and assurance of how the agency plans to comply
with the reporting and performance requirements identified in Scope of Work.
Applicants may include examples of reporting forms as attachments to their
proposals.
B. Cost Proposal-Budget and Budget Narrative (5 page limit). Please complete
Attachment C, Budget and Budget Narrative.
C. Additional Vendor Company Data
Administrative Operations -Staffing -Responsibility and liability for behavior of any agency staff
lies with the grantee.
1. Provide a statement of the agency code of staff conduct which reflects the ethical
considerations required of all staff, volunteers and interns.
2. Provide a statement of the agency policy regarding criminal history requirement of
staff, volunteer and interns.
3. Is the agency subject to the responsibilities required by California Penal Code
Article 2.5, Child Abuse and Neglect Reporting Act? If so, provide copies of the
agency policies, procedures and reporting forms.
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PROPOSAL CONTENT REQUIREMENTS
It is important that the vendor submit his/her proposal in accordance with the format and
instructions provided under this section. Doing so will facilitate the evaluation of the
proposal. It will limit the possibility of a poor rating due to the omission or mis-
categorization of the requested information. Responding in the requested format will
enhance the evaluation team's item by item comparison of each proposal item. The
vendor's proposal may be placed at a disadvantage if submitted in a format other than that
identified below.
Bidders are requested to submit their proposals in a binder (one that allows for easy removal of
pages) with index tabs separating the sections identified. Each page should be numbered.
Each binder is to be clearly marked on the cover with the proposal name, number, closing
date, "Original" or "Copy", and bidder's name.
Merely offering to meet the specifications is insufficient and will not be accepted. Each bidder
shall submit a complete proposal with all information requested. Supportive material may be
attached as appendices. All pages, including the appendices, must be numbered.
Vendors are instructed not to submit confidential, proprietary and related information
within the request for proposal. If you are submitting trade secrets, it must be submitted in
a separate binder clearly marked "TRADE SECRETS", see Trade Secret Acknowledgement
section.
The content and sequence of the proposals will be as follows:
I. RFP PAGE 1 AND ADDENDUM(S) PAGE 1 (IF APPLICABLE) completed and signed by
participating individual or agency.
II. COVER LETTER: A one-page cover letter and introduction including the company name
and address of the bidder and the name, address and telephone number of the person or
persons to be used for contact and who will be authorized to make representations for the
bidder.
A. Whether the bidder is an individual, partnership or corporation shall also be stated. It
will be signed by the individual, partner, or an officer or agent of the corporation
authorized to bind the corporation, depending upon the legal nature of the bidder. A
corporation submitting a proposal may be required before the contract is finally
awarded to furnish a certificate as to its corporate existence, and satisfactory
evidence as to the officer or officers authorized to execute the contract on behalf of
the corporation.
Ill. TABLE OF CONTENTS
IV. CONFLICT OF INTEREST STATEMENT: The Contractor may become involved in
situations where conflict of interest could occur due to individual or organizational
activities that occur within the County. In this section the bidder should address the
potential, if any, for conflict of interest and indicate plans, if applicable, to address
potential conflict of interest. This section will be reviewed by County Counsel for
compliance with conflict of interest as part of the review process. The Contractor shall
comply with all federal, state and local conflict of interest laws, statutes and regulations.
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Proposal No. 952-5330 Page 28
V. TRADE SECRET:
A Sign where required.
VI. CERTIFICATION-DISCLOSURE-CRIMINAL HISTORY & CIVIL ACTIONS
VII. REFERENCES
VIII. PARTICIPATION
IX. EXCEPTIONS: This portion of the proposal will note any exceptions to the requirements
and conditions taken by the bidder. If exceptions are not noted, the County will assume
that the bidder's proposals meet those requirements. The exceptions shall be noted as
follows:
A Exceptions to General Conditions.
B. Exceptions to General Requirements.
C. Exceptions to Specific Terms and Conditions.
D. Exceptions to Scope of Work.
E. Exceptions to Proposal Content Requirements.
F. Exceptions to any other part of this RFP.
X. VENDOR COMPANY DATA: This section should include:
A A narrative which demonstrates the vendor's basic familiarity or experience with
problems associated with this service/project.
B. Descriptions of any similar or related contracts under which the bidder has provided
services.
C. Descriptions of the qualifications of the individual(s) providing the services.
D. Any material (including letters of support or endorsement) indicative of the bidder's
capability.
E. A brief description of the bidder's current operations, and ability to provide the
services.
F. Copies of the audited Financial Statements for the last three (3) years for the agency
or program that will be providing the service(s) proposed. If audited statements are
not available, complied or reviewed statements will be accepted with copies of three
years of corresponding federal tax returns. This information is to be provided after the
RFP closes, if requested. Do not provide with your proposal.
G. Describe all contracts that have been terminated before completion within the last five
(5) years:
1 . Agency contract with
2. Date of original contract
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Proposal No. 952-5330 Page 29
3. Reason for termination
4. Contact person and telephone number for agency
H. Describe all lawsuit(s) or legal action(s) that are currently pending; and any lawsuit(s)
or legal action(s) that have been resolved within the last five (5) years:
1. Location filed, name of court and docket number
2. Nature of the lawsuit or legal action
I. Describe any payment problems that you have had with the County within the past
three (3) years:
1. Funding source
2. Date(s) and amount(s)
3. Resolution
4. Impact to financial viability of organization.
XI. SCOPE OF WORK:
A. Bidders are to use this section to describe the essence of their proposal.
B. This section should be formatted as follows:
1. A general discussion of your understanding of the project, the Scope of Work
proposed and a summary of the features of your proposal.
2. A detailed description of your proposal as it relates to each item listed under the
"Scope of Work" section of this RFP. Bidder's response should be stated in the
same order as are the "Scope of Work" items. Each description should begin with
a restatement of the "Scope of Work" item that it is addressing. Bidders must
explain their approach and method of satisfying each of the listed items.
C. When reports or other documentation are to be a part of the proposal a sample of
each must be submitted. Reports should be referenced in this section and submitted
in a separate section entitled "REPORTS."
D. A complete description of any alternative solutions or approaches to accomplishing
the desired results.
XII. COST PROPOSAL: Quotations may be prepared in any manner to best demonstrate the
worthiness of your proposal. Include details and rates/fees for all services, materials,
equipment, etc. to be provided or optional under the proposal.
XIII. CHECK LIST
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Proposal No. 952-5330 Page 30
AWARD CRITERIA
COST
A. As submitted under the "COST PROPOSAL" section.
CAPABILITY AND QUALIFICATIONS
A. Do the service descriptions address all the areas identified in the RFP? Will the proposed
services satisfy County's needs and to what degree?
B. Does the bidder demonstrate knowledge or awareness of the problems associated with
providing the services proposed and knowledge of laws, regulations, statutes and effective
operating principles required to provide this service?
C. The amount of demonstrated experience in providing the services desired in a California
County.
MANAGEMENT PLAN
A. Is the organizational plan and management structure adequate and appropriate for
overseeing the proposed services?
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Proposal No. 952-5330 Page 31
CHECK LIST
This Checklist is provided to assist vendors in the preparation of their RFP response. Included in
this list, are important requirements and is the responsibility of the bidder to submit with the RFP
package in order to make the RFP compliant. Because this checklist is just a guideline, the
bidder must read and comply with the RFP in its entirety.
Check off each of the following:
1. The Request for Proposal (RFP) has been signed and completed.
2. Addenda, if any, have been completed, signed and included in the bid package.
3. One (1) original plus six (6) copies of the RFP have been provided.
4. The completed Trade Secret Form as provided with this RFP (Confidential/Trade
Secret Information, if provided must be in a separate binder).
5. The completed Criminal History Disclosure Form as provided with this RFP.
6. The completed Participation Form as provided with this RFP.
7. The completed Reference List as provided with this RFP.
8. Indicate all of bidder exceptions to the County's requirements, conditions and
specifications as stated within this RFP.
9. Lastly, on the LOWER LEFT HAND CORNER of the sealed envelope, box, etc.
transmitting your bid include the following information:
County of Fresno RFP No. 952-5330
Closing Date: February 25, 2015
Closing Time: 2:00P.M.
Commodity or Service: Community Recidivism Reduction Grant
Return Checklist with your RFP response.
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Proposal No. 952-5330 Page 32
ATTACHMENT A
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
LINDA M. PENNER
Chair
KATHLEEN T HOWARD
Executive Director
Attachment I
STATE OF CALIFORNIA
BOARD OF STATE AND COMMUNITY CORRECTIONS
600 BERCUT DRIVE + SACRAMENTO CA 95811 + 916.445.5073 + BSCC.CA.GOV
ATTACHMENT A
California Penal Code Section 1233.10(a)
EDMUND G. BROWN, JR.
Governor
Upon agreement to accept funding from the Recidivism Reduction Fund, created in Section
1233.9, a county board of supervisors, in collaboration with the county's Community Corrections
Partnership, shall develop, administer, and collect and submit data to the Board of State and
Community Corrections regarding a competitive grant program intended to fund community
recidivism and crime reduction services, including, but not limited to, delinquency prevention,
homelessness prevention, and reentry services. The funding shall be allocated to counties by the
State Controller's Office from Item 5227-101-3259 of Section 2.00 of the Budget Act of 2014-15
according to the following schedule:
Alameda
Alpine
Amador
Butte
Calaveras
Colusa
Contra Costa
Del Norte
ElDorado
Fresno
Glenn
Humboldt
Imperial
In yo
Kern
Kings
Lake
Lassen
Los Angeles
Madera
Marin
Mariposa
Mendocino
Merced
Modoc
$ 250,000
$ I 0,000
$ I 0.000
$ 50,000
$ I 0,000
$ 10,000
$ 250,000
$ 10,000
$ 50,000
$ 250,000
$ 10,000
$ 50,000
$ 50,000
$ 10,000
$ 250,000
$ 50,000
$ 25,000
$ 10,000
$1,600,000
$ 50.000
$ 50,000
$ 10,000
$ 25,000
$ 50,000
$ 10,000
Attachment I
Page 2
Mono
Monterey
Napa
Nevada
Orange
Placer
Plumas
Riverside
Sacramento
San Benito
San Bernardino
San Diego
San Francisco
San Joaquin
San Luis Obispo
San Mateo
Santa Barbara
Santa Clara
Santa Cruz
Shasta
Sierra
Siskiyou
Solano
Sonoma
Stanislaus
Sutter
Tehama
Trinity
Tulare
Tuolumne
Ventura
Yolo
Yuba
$ 10,000
$ I 00,000
$ 50,000
$ 25,000
$ 500,000
$ 50,000
$ 10,000
$ 500,000
$ 250,000
$ 25,000
$ 500,000
$ 500,000
$ 250,000
$ 250,000
$ 50,000
$ 250,000
$ 100,000
$ 500,000
$ 50,000
$ 50,000
$ 10,000
$ 10,000
$ I 00,000
$ I 00,000
$ 100,000
$ 25,000
$ 25,000
$ I 0,000
$ 100,000
$ 25,000
$ 250,000
$ 50,000
$ 25,000
(b) For purposes ofthis section, "community recidivism and crime reduction service provider"
means a nongovernmental entity or a consortium or coalition of nongovernmental entities, that
provides community recidivism and crime reduction services, as described in paragraph (2) of
subdivision (c), to persons who have been released from the state prison, a county jail, a juvenile
detention facility, who are under the supervision of a parole or probation department, or any
other person at risk of becoming involved in criminal activities.
(c) (I) A community recidivism and crime reduction service provider shall have a
demonstrated history of providing services, as described in paragraph (2), to the target
population during the five years immediately prior to the application for a grant awarded
pursuant to this section.
(2) A community recidivism and crime reduction service provider shall provide services that
are designed to enable persons to whom the services are provided to refrain from engaging in
Attachment I
Page 3
crime, reconnect with their family members, and contribute to their communities. Community
recidivism and crime reduction services may include all of the following:
(A) Self-help groups.
(B) Individual or group assistance with basic life skills.
(C) Mentoring programs.
(D) Academic and educational services, including, but not limited to, services to enable the
recipient to earn his or her high school diploma.
(E) Job training skills and employment.
(F) Truancy prevention programs.
(G) Literacy programs.
(H) Any other service that advances community recidivism and crime reduction efforts, as
identified by the county board of supervisors and the Community Corrections Partnership.
(I) Individual or group assistance with referrals for any of the following:
(i) Mental and physical health assessments.
(ii) Counseling services.
(iii) Education and vocational programs.
(iv) Employment opportunities.
(v) Alcohol and drug treatment.
(vi) Health, wellness, fitness, and nutrition programs and services.
(vii) Personal finance and consumer skills programs and services.
(viii) Other personal growth and development programs to reduce recidivism.
(ix) Housing assistance.
(d) Pursuant to this section and upon agreement to accept funding from the Recidivism
Reduction Fund, the board of supervisors, in collaboration with the county's Community
Corrections Partnership, shall grant funds allocated to the county, as described in subdivision (a),
to community recidivism and crime reduction service providers based on the needs of their
community.
(e) (1) The amount awarded to each community recidivism and crime reduction service
provider by a county shall be based on the population of the county, as projected by the
Department of Finance, and shall not exceed the following:
(A) One hundred thousand dollars ($1 00,000) in a county with a population of over 4,000,000
people.
(B) Fifty thousand dollars ($50,000) in a county with a population of 700,000 or more people
but less than 4,000,000 people.
(C) Twenty five thousand dollars ($25,000) in a county with a population of 400,000 or more
people but less than 700,000 people.
(D) Ten thousand dollars ($10,000) in a county with a population of less than 400,000 people.
(2) The total amount of grants awarded to a single community recidivism and crime reduction
service provider by all counties pursuant to this section shall not exceed one hundred thousand
dollars ($1 00,000).
(f) The board of supervisors, in collaboration with the county's Community Corrections
Partnership, shall establish minimum requirements, funding criteria, and procedures for the
counties to award grants consistent with the criteria established in this section.
(g) A community recidivism and crime reduction service provider that receives a grant under
this section shall report to the county board of supervisors or the Community Corrections
Partnership on the number of individuals served and the types of services provided, consistent
Attachment I
Page 4
with paragraph (2) of subdivision (c). The board of supervisors or the Community Corrections
Partnership shall report to the Board of State and Community Corrections any information
received under this subdivision from grant recipients.
(h) Of the total amount granted to a county, up to 5 percent may be withheld by the board of
supervisors or the Community Corrections Partnership for the payment of administrative costs.
(i) Any funds allocated to a county under this section shall be available for expenditure for a
period of four years and any unexpended funds shall revert to the state General Fund at the end
of the four-year period. Any funds not encumbered with a community recidivism and crime
reduction service provider one year after allocation of grant funds to counties shall immediately
revert to the state General Fund.
Proposal No. 952-5330 Page 33
ATTACHMENT B
G:\Public\RFPIFY 2014-151952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
FOR IMMEDIATE RELEASE
NOVEMBER 13, 2014 ATTACHMENT B CONTACT: Tracie Cone , 916.322.1054
Tracie.Cone@bscc.ca.gov
BSCC Committee Releases Recidivism Definition
SACRAMENTO, Nov. 13, 2014-The Board of State and Community Corrections has made final its definition of
"recidivism," a first step toward promoting consistency statewide in local data collection.
The approval comes after 11 months of work by a committee of public safety officials and subject-matter experts
to craft the definition mandated by AB 1050. The statute calls for the definition to be used to help counties
evaluate and implement evidence-based practices and programs in local corrections systems.
The definition reads as follows:
Adult Recidivism Definition
Recidivism is defined as conviction of a new felony or misdemeanor committed within three years of release
from custody or committed within three years of placement on supervision for a previous criminal
conviction.1
Supplemental Measures
This definition does not preclude other measures of offender outcomes. Such measures may include new
arrest, return to custody, criminal filing, violation of supervision, and level of offense (felony or
misdemeanor).
Recidivism Rates
While the definition adopts a three-year standard measurement period, rates may also be measured over
other time intervals such as one, two, or five years.
1 "Committed" refers to the date of offense, not the date of conviction.
The committee continues to work on other definitions as required by the legislation. AB 1050 amended Section
6027 of the Penal Code to require the Board to: "Develop definitions of key terms, including, but not limited to,
'recidivism,' 'average daily population,' 'treatment program completion rates,' and any other terms deemed relevant
in order to facilitate consistency in local data collection, evaluation, and implementation of evidence-based
practices, promising evidence-based practices, and evidence-based programs."
It is hoped that counties and law enforcement agencies will use the standard definitions for these key terms once
all are developed and approved by the BSCC.
Since Public Safety Realignment launched in 2011 California has been investing hundreds of millions of dollars at
the local level so that low-level, non-violent offenders and parole violators would serve their terms in county jails,
closer to support systems and the rehabilitative programming that officials of the 58 counties determine work best
for their communities. A central goal of Realignment is reducing recidivism.
The BSCC is mandated by AB 109 to collect and maintain data about state and community correction policies,
practices and needs. Having standard definitions will promote consistent statewide reporting.
In the coming weeks the BSCC will publish the definition on its website and alert counties that a definition has
been adopted. The agency also will offer technical assistance to counties seeking to use the definition in local
data-collection efforts.
###
~-~
BOARD OF STATE AND COMMUNITY CORRECTIONS t-\
600BERCUTDRIVE • SACRAMENTOCA95811 • 916.445.5073 • BSCC.CA.GOV ~
Proposal No. 952-5330 Page 34
ATTACHMENT C
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------------------------------------------------.
952-5330 ATTACHMENT C
BUDGET and BUDGET NARRATIVE
Proposal Budget Line Item Totals
Please fill out the following summary table for the proposal's planned budget. In-kind match of
grant funds requested is optional. Applicants must provide sufficient detail/breakdown to
explain how the requested funds outlined in the table below will be expended in each applicable
line item. Amounts must be whole dollars.
GRANT IN-KIND
LINE ITEM FUNDS MATCH TOTAL
(OPTIONAL}
1. Salaries-staff providing direct services
2. Benefits-staff providing direct services
3. Services and Supplies
4. Other Costs
5. Indirect Costs-not to exceed 5% of total
TOTAL
Proposal Budget Narrative (5 page limit: using Arial font, 11 point)
Describe how grant funds and in-kind match funds (optional) would be used to implement the
project. If applicable, provide the source of the in-kind match funds. Provide sufficient detail to
explain how all expenditures were estimated and calculated and how they are relevant to the
completion of the proposed project. As cited in the "Eligible Proposal Expenditures" section of
the RFP, below are eligible expenditures:
1. Salaries (The salaries of the applicant's employees that are directly involved in the
proposal's activities.)
2. Benefits (The benefits of the applicant's employees that are directly involved in the
proposal's activities.)
3. Services and Supplies (Services and supplies necessary for the operation of the
proposal's activities [e.g. lease payment for office space, office supplies, educational
materials] and items or services provided participants as part of the program/services
proposed [e.g. basic necessities such as food, clothing, shelter/housing, transportation, and
related expenditures]).
4. Other Costs (Applicants proposing other costs shall provide detail justifying the inclusion of
other costs proposed.)
5. Indirect Costs (Includes operational overhead and administrative costs. Funds dedicated
to this line item may not exceed 5% of the award.)
COUNTY OF FRESNO
ADDENDUM NUMBER: ONE (1)
RFP NUMBER: 952-5330
COMMUNITY RECIDIVISM REDUCTION GRANT
February 6, 2015
PURCHASING USE G:\PUBLIC\RFPIFY 2014-15\952-5330 COMMUNITY RECIDIVISM
hrs REDUCTION GRANT\952-5330 ADD 1.DOC
IMPORTANT: SUBMIT PROPOSAL IN SEALED PACKAGE WITH PROPOSAL NUMBER, CLOSING DATE AND BUYER'S NAME
MARKED CLEARLY ON THE OUTSIDE TO:
COUNTY OF FRESNO, Purchasing
4525 EAST HAMILTON AVENUE, 2nct Floor
FRESNO, CA 93702-4599
!CLOSING DATE OF PROPOSAL WILL BE AT 2:00P.M., ON FEBRUARY 25,2015.1
PROPOSALS WILL BE CONSIDERED LATE WHEN THE OFFICIAL PURCHASING TIME CLOCK READS 2:00P.M.
All proposal information will be available for review after contract award.
Clarification of specifications is to be directed to: Carolyn Flores, phone (559) 600-7110,
e-mail Count Purchasin co.fresno.ca.us FAX 559 600-7126.
NOTE THE FOLLOWING AND ATTACHED ADDITIONS, DELETIONS AND/OR CHANGES TO THE
REQUIREMENTS OF REQUEST FOR PROPOSAL NUMBER: 952-5330 AND INCLUDE THEM IN YOUR
RESPONSE. PLEASE SIGN AND RETURN THIS ADDENDUM WITH YOUR PROPOSAL
>-See attached questions submitted at the vendor conference that was held on February 5, 2015 and a list
of attendees.
ACKNOWLEDGMENT OF ADDENDUM NUMBER ONE (1) TO RFP 952-5330
COMPANY NAME:
(PRINT)
SIGNATURE:
NAME & TITLE:
(PRINT)
G:\PUBLIC\RFP\FY 2014-15\952-5330 COMMUNITY RECIDIVISM REDUCTION GRANT\952-5330 ADD 1.DOC (4/11)
ADDENDUM NO. One (1)
REQUESTFORPROPOSALNUMBER: 952~330
February 6, 2015
Q1. Is it okay to expand existing services versus creating a new service?
Page 2
A 1. In the Overview on page 3 ofthe RFP it states, the grant "award must be used to create a
new services, such as those listed above, or to expand an existing effort."
Q2. Can consumers/clients letters or statements of support be used for proposal
Reference (RFP page 1 0)?
A2. The County has no objection to bidders including letters or statements of support by
consumers/clients and/or other reference individuals or agencies; but the County is
requiring references from agencies/organizations familiar with bidder's services as response
to the References listing on page 10.
Q3. Who is going to develop the reporting documents described on page 24 of the RFP?
A3. The County will provide a standardized service reporting form consistent with the reporting
requirements listed on page 24 that grantees will submit to the County.
Q4. Does a proposal have to include providing all the services described in the RFP?
A4. Page 22 of the RFP and Attachment A (funding legislation) both state, "Community
recidivism and crime reduction services may include all of the following ... " and examples
are provided as listed in the funding legislation. The County seeks proposals from qualified
providers proposing services consistent with the examples provided that are designed to
enable a person to whom the services are afforded to refrain from engaging in crime,
reconnect with their family members, and contribute to their communities.
QS. How many awards will be given and will all grants be $50,000?
A5. The fiscal parameters placed on this RFPs grants are primarily legislative, the maximum
amount is $50,000, and there is no other predetermined amount by the County. As stated
on page 3 of the RFP, the County's total allocation is $250,000 with the legislation
permitting 5% ($12,500) administrative fee for County grant administration costs; the total
grant funds available are $237,500.
The County is seeking qualified local providers to identify the service needs for the
population identified in the RFP and propose services to best meet those needs.
As there are neither determined grant amounts nor number of grants to be awarded for the
RFP, the County may tentatively award grant amounts less than an amount in a proposal
submitted.
The Fresno County Board of Supervisors will approve all grant awards.
G \PUBLIC\RFP\FY 2014-15\952-5330 COMMUNITY RECIDIVISM REDUCTION GRANT\952-5330 ADD 1.DOC
BID NO.: 952-5330 --~----------------------DATE: February 5, 2015
Community Recidivism Reduction Grant
DESCRIPTION OF BID D JOB SITE INSPECTION BID DUE DATE: February 25,2015
0 VENDOR CONFERENCE BUYER:
D BID OPENING
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ADDENDUM NO. One (1)
REQUEST FOR PROPOSAL NUMBER: 952-5330
February 6, 2015
Q1. Is it okay to expand existing services versus creating a new service?
Page 2
A 1. In the Overview on page 3 of the RFP it states, the grant "award must be used to create a
new services, such as those listed above, or to expand an existing effort."
Q2. Can consumers/clients letters or statements of support be used for proposal
Reference (RFP page 1 0)?
A2. The County has no objection to bidders including letters or statements of support by
consumers/clients and/or other reference individuals or agencies; but the County is
requiring references from agencies/organizations familiar with bidder's services as response
to the References listing on page 10.
Q3. Who is going to develop the reporting documents described on page 24 of the RFP?
A3. The County will provide a standardized service reporting form consistent with the reporting
requirements listed on page 24 that grantees will submit to the County.
Q4. Does a proposal have to include providing all the services described in the RFP?
A4. Page 22 of the RFP and Attachment A (funding legislation) both state, "Community
recidivism and crime reduction services may include all of the following ... " and examples
are provided as listed in the funding legislation. The County seeks proposals from qualified
providers proposing services consistent with the examples provided that are designed to
enable a person to whom the services are afforded to refrain from engaging in crime,
reconnect with their family members, and contribute to their communities.
Q5. How many awards will be given and will all grants be $50,000?
A5. The fiscal parameters placed on this RFPs grants are primarily legislative, the maximum
amount is $50,000, and there is no other predetermined amount by the County. As stated
on page 3 of the RFP, the County's total allocation is $250,000 with the legislation
permitting 5% ($12,500) administrative fee for County grant administration costs; the total
grant funds available are $237,500.
The County is seeking qualified local providers to identify the service needs for the
population identified in the RFP and propose services to best meet those needs.
As there are neither determined grant amounts nor number of grants to be awarded for the
RFP, the County may tentatively award grant amounts less than an amount in a proposal
submitted.
The Fresno County Board of Supervisors will approve all grant awards.
G:\PUBLIC\RFP\FY 2014-15\952-5330 COMMUNITY RECIDIVISM REDUCTION GRANT\952-5330 ADD 1.DOC
BID NO.: 952-5330 DATE: February 5, 2015
Community Recidivism Reduction Grant
DESCRIPTION OF BID r""il l_J JOB SITE INSPECTION BID DUE DATE: February 25, 2015
[~VENDOR CONFERENCE BUYER: Carolyn Flores
L] BID OPENING
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COMPANY ADDRESS
CITY/STATE/ZIP CITY/STATE/ZIP
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EXHIBIT B
COUNTY OF FRESNO
REQUEST FOR PROPOSAL
NUMBER: 952-5330
COMMUNITY RECIDIVISM REDUCTION G
Issue Date: January 26, 2015
Closing Date: FEBRUARY 25, 2015
Proposal will be considered LATE when the official Purchasing time clock reads 2:00P.M.
Questions regarding this RFP should be directed to: Carolyn Flores,
phone (559) 600-7110, e-mail countypurchasing@co.fresno.ca.us, or fax (559) 600-7126.
Check County of Fresno Purchasing's Open Solicitations
website at https ://www2.co. fresno.ca.us/0440/Bids/Bids Home.aspx
for RFP documents and changes.
Please submit all Proposals to:
County of Fresno -Purchasing
4525 E. Hamilton Avenue, 2"d Floor
Fresno, CA 93702-4599
BIDDER TO COMPLETE
UNDERSIGNED AGREES TO FURNISH THE COMMODITY OR SERVICE STIPULATED IN THE ATTACHED PROPOSAL
SCHEDULE AT THE PRICES AND TERMS STATED, SUBJECT TO THE "COUNTY OF FRESNO PURCHASING STANDARD
INSTRUCTIONS AND CONDITIONS FOR REQUEST FOR PROPOSALS (RFP'S)" ATTACHED.
foverello House
COMPANY
412 F Street
ADDRESS
Fresno
STATE ZIP CODE
mirhadi@poverellohouse.org
E-MAIL ADDRESS
Sara Mirhadi Director of Program Development
PRINT NAME TITLE
PD-040 (01/15)
COUNTY OF FRESNO
ADDENDUM NUMBER: ONE (1)
RFP NUMBER: 952-5330
COMMUNITY RECIDIVISM REDUCTION GRANT
February 6, 2015
PURCHASING USE G:\PUBLICIRFPIFY 2014-15\952-5330 COMMUNITY RECIDIVISM
hrs REDUCTION GRANT\952-5330 ADD 1.DOC
IMPORTANT: SUBMIT PROPOSAL IN SEALED PACKAGE WITH PROPOSAL NUMBER, CLOSING DATE AND BUYER'S NAME
MARKED CLEARLY ON THE OUTSIDE TO:
COUNTY OF FRESNO, Purchasing
4525 EAST HAMIL TON AVENUE, 2nd Floor
FRESNO, CA 93702-4599
!CLOSING DATE OF PROPOSAL WILL BE AT 2:00 P.M., ON FEBRUARY 25, 2015.1
PROPOSALS WILL BE CONSIDERED LATE WHEN THE OFFICIAL PURCHASING TIME CLOCK READS 2:00P.M.
All proposal information will be available for review after contract award.
Clarification of specifications is to be directed to: Carolyn Flores, phone (559) 600-7110,
e-mail Count Purchasin @co.fresno.ca.us FAX 559 600-7126.
NOTE THE FOLLOWING AND ATTACHED ADDITIONS, DELETIONS AND/OR CHANGES TO THE
REQUIREMENTS OF REQUEST FOR PROPOSAL NUMBER: 952-5330 AND INCLUDE THEM IN YOUR
RESPONSE. PLEASE SIGN AND RETURN THIS ADDENDUM WITH YOUR PROPOSAL.
)> See attached questions submitted at the vendor conference that was held on February 5, 2015 and a list
of attendees.
ACKNOWLEDGMENT OF ADDENDUM NUMBER ONE (1) TO RFP 952-5330
COMPANY NAME: PoeJ1o House
SIGNATURE:
NAME & TITLE:
(PRINT)
G:\PUBLIC\RFP\FY 2014-15\952-5330 COMMUNITY RECIDIVISM REDUCTION GRANT\952-5330 ADD 1.DOC (4/11)
r:JitA Poverello
\IJ!}House
Enriching the lives and spirits
of all who pass our way
February 25, 2015
County of Fresno
Community Recidivism Reduction Grant Services
Re: County of Fresno RFP No.952-5330
Dear County of Fresno:
Poverello House has provided services to homeless and needy since 1973. In the early 1990's
the Men's Resident Rehabilitation Program was established at Poverello House to address the
needs of men suffering from drug and alcohol abuse. Sara Mirhadi is authorized to make
representations for the bidder. Below is the following requested information for the RFP:
• Poverello House is a registered 501(c)3 (Non Profit) Tax ID #77-000-7985
• Poverello House is located at 412 F. Street, Fresno Ca, 93706
• Contact Person: Sara Mirhadi, Director of Program Development
(559) 498-6988
(559) 960-4429 (Cell phone)
(559) 485-6548 (Fax Number)
412 F. Street, Fresno Ca 93706 (Office Location)
Thank you for giving us the opportunity to bid on the County Recidivism Grant. We look forward
to working with County of Fresno.
~~:!f/~k~
Sara Mirhadi
Director of Program Development
Poverello House
412 F Street, Fresno, CA 93706-3409 I tel: 559.498.6988 I www.poverellohouse.org
Mailing Address: P.O. Box 12225, Fresno, CA 93777-2225
Table of Contents
I. Conflict of Interest Statement ...................................................... 1
II. Trade Secret .............................................................................. 2
Ill. Certification-Disclosure-Criminal History & Civil Actions ................ 3
IV. Reference List ........................................................................... 4
V. Participation ............................................................................ 6
VI. Exceptions .............................................................................. N/A
VII. Vendor Company Data ............................................................. 7
VIII. Scope of Work ......................................................................... 9
IX. Cost Proposal ......................................................................... 18
X. Check List ............................................................................... 20
X. Letters of Support, Resumes, and Samples for Question 8 ........... end of RFP
Conflict of Interest Statement
At this time Poverello House does not believe that there would be any conflict of interest
between the Poverello House and County activities. Currently Fresno County Department of
Behavior Health has a portable "trailer" located on Poverello House property. The trailer is
occupied by David Chavez, CMHSII and a Poverello House staff member. David Knoy is the
Director of Rehabilitation for the Men's Resident Rehabilitation program located at Poverello
House. David Chavez provides mental health services for qualified clients at Poverello House.
The trailer is funded through the County. Poverello House provides security for the trailer.
If there to be any potential conflict of interest, Poverello House will immediately contact the
County through telephone and letter. Poverello House will comply with all federal, state and
local conflict of interest laws, statutes and regulations.
Proposal No. 952-5330 Page 6
TRADE SECRET ACKNOWLEDGEMENT
I have read and understand the above "Trade Secret Acknowledgement."
I understand that the County of Fresno has no responsibility for protecting information submitted
as a trade secret if it is not delivered in a separate binder plainly marked "Trade Secret." I also
understand that all information my company submits, except for that information submitted in a
separate binder plainly marked 'Trade Secret," are public records subject to inspection by the
public. This is true no matter whether my company identified the information as proprietary,
confidential or under any other such terms that might suggest restricted public access.
Enter company name on appropriate line:
Has submitted information identified as Trade
_(_C_o_m_p_a-ny-N,..,.a_m_e_) ___________ Secrets in a separate marked binder.**
Poverello House Has not submitted information identified as Trade
-(C_o_m_p_a-ny_N_a_m_e_) ___________ Secrets. Information submitted as proprietary
confidential or under any other such terms that
might suggest restricted public access will not be
excluded from treatment as public record.
559-498-6988
Telephone
Sara Mirhadi -Director of Program Development 2/24/2015
Print Name and Title Date
412 F Street
Address
Fresno CA 93706
City State Zip
**Bidders brief statement that clearly sets out the reasons for confidentiality in conforming with
the California Government Code definition.
N/A
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
Proposal No. 952-5330 Page 9
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;
(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.
Signature:
J ~/ ' au~
Sara Mirhadi ·
Date: 2/24/2015
Poverello House
(Printed Name & Title) (Name of Agency or Company)
Director of Program Development
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
Proposal No. 952-5330
VENDOR MUST COMPLETE AND RETURN WITH REQUEST FOR PROPOSAL
Arm: Poverello House
REFERENCE LIST
Page 10
Provide a list of at least five (5) customers for whom you have recently provided similar services.
Be sure to include all requested information.
Reference Name: California Dpt, of Corrections Contact: Agent -Diane Castro
Address: 5060 Clinton Way
City: Fresno State: ...::C=A=---Zip: 9 3 7 2 7
Phone No.: (ill__ ...::3::..:8::..::9_-..::c3=-3-=-1 ..:...4 ____ Date: 2014
Service Provided: Rehabilation Services for Parolee
"'R;t;(e~;e'"N';~;;~·fre8D.O'' ... c0iliifyrr"'io'bafi0ii·''""'··~r;""c~;1;;("'P~n·:-·"Ai'e'Jcl'~J~;"'M'~~d'~~~""·· ....
Address: 890 S. Tenth St.
City: Fresno State: CA Zip: 93702 __:_ ____ _
Phone No.: ( ..5.5_2_ ) 600-116 2 Date: ...LOLlnl.tgj-lo.wiw.nLtg:.-----------
Service Provided: Rehabilitation Services for Probations
~ R~f;(e~~·e..-N;~; ~ •. "'-' ·"]}7;;;;~~P~lk;~J);pt.r'"c"''""""""'~"' c~~~~ct~ .-~·s g t: .. RC:b; ;t; D ~;~;;FUr$ s 0.
Address: 2323 Mariposa Mall
City: Fresno
PhoneNo.: ( 559 ) 3_2_6_-9_1_8_1 _____ Date:
Stale: CA Zip: 9 3 7 21 2 014 - 2 0 15 .::....=..::-=..:::__ __ _
Service Provided: Referral Senri ces for Homeless Substance Abuse Seprices
Service Provided: Residential Treatment for Clients
Reference Name: EIS Consultation Services Contact: Kathy Grinstead
Address: 4486 E. Donner ~~~~~~~~--------------------------------------
City: Fresno State: CA Zip: 93 726 ~:...:._::_::__ __ _
Phone No.: ( 559 ) 970-8180 Date: 1997 -2015
Service Provided: --Residential Treatment for Client:--s-------------'-----------
Failure to provide a list of at least five (5) customers may be cause for rejection
of this RFP.
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Granl\952-5330 Community Recidivism Reduction Grant.doc
I '
Proposal No. 952-5330
VENDOR MUST COMPLETE AND RETURN WITH REQUEST FOR PROPOSAL
Rrm: Poverello House
REFERENCE LIST
Page 10
Provide a list of at least five (5) customers for whom you have recently provided similar services.
Be sure to include all requested information.
Reference Name: _P~e_a_r_l_B_o_x_M_i_n_i_s_t_r_i_e_s ___ Contact: Birdella Tucker
Address: 386 E. Stanley Ave.
City: Reedley State: CA Zip: ::....9_3_65::....4_:___ __ _
PhoneNo.: ( 559 ) _3_0_5-_9_8_9_3 _____ Date: 2013-2015
Service Provided: Food Distributions Prepared by Program Participants
~R;rer;-;~N;;; n / u ~:;r;;;;;;; ~;;·.,;;·;] ~;1"·~;;; ·c~~ta~t ~ ~--w jj_]_j_~;; .. N {~ ~i~ Y.'; .. I r ¥, N .r.
Address: 826 S. First Ave.
City: Dinuba State: CA Zip: 9 3 618
2013 -2015 -----Phone No.: ( 559 ) 978-1700 Date:
Service Provided: --F-ood distributions prepared by program participants
volunteer hours by program participants
""Rcl;~~~;N;~;--"' ....... -·~''Z'eifeo'~Tu'ce'ro"""·-='•>.0,,,.,...,,.~ .. , ••. """''"' ... c~~(a;{-" ""'"'-" •. F"" "-~ r-.R .r-" .. J'.<'.r ~-/ .. -"1 -< -"1 -'-N;.
Address: 732 E.Princeton
City: Fresno State: CA Zip: ..z9...!.3.L7.1L04~---
Phone No.: ( 559 ) 704-4344 Date: -=2'-"0""1.=.2_-____,2""0,__,1,_:]4L.._ _____ _
Service Provided: Residential Treatment, Transitional Services
Reference Name: Francisco Castillo Contact:
Address: J 54i W T.andsjng Way
City: Fresno State: CA Zip: 9 3 705 .....:.c.:::...:~:__ __ _
PhoneNo.: ( 559 ) 800-4724 Date: --=270=.:13=----=2-=-01::.:5:.__ ____ _
Service Provided: --R-esidential treatment, Transitional Services
Reference Name:
Address:
City: Fresno
Phone No.:
Service Provided:
_·..,_IJui.::;,.SJ...t..Li.J.Jn~g.-J:'Au.nLC:a14yLC:a1.------Contact:
4021 Buckingham Way
State: CA Zip: 93 726 L-"'-~'-"-------
( 559 ) 283-0759 Date: 2013 -2014
Residential Treatment
Failure to provide a list of at least five (5) customers may be cause for rejection
of this RFP.
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Granl\952-5330 Community Recidivism Reduction Grant.doc
Proposal No. 952-5330 Page 11
PARTICIPATION
The County of Fresno is a member of the Central Valley Purchasing Group. This group consists
of Fresno, Kern, Kings, and Tulare Counties and all governmental, tax supported agencies within
these counties.
Whenever possible, these and other tax supported agencies co-op (piggyback) on contracts put
in place by one of the other agencies.
Any agency choosing to avail itself of this opportunity, will make purchases in their own name,
make payment directly to the contractor, be liable to the contractor and vice versa, per the terms
of the original contract, all the while holding the County of Fresno harmless. If awarded this
contract, please indicate whether you would extend the same terms and conditions to all tax
supported agencies within this group as you are proposing to extend to Fresno County.
r=xl Yes, we will extend contract terms and conditions to all qualified agencies within the
L_j Central Valley Purchasing Group and other tax supported agencies.
D No, we will not extend
Director·of Program Development
Title
* Note: This form/information is not rated or ranked in evaluating proposal.
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
X. Vendor Company Data:
A The purpose of this project is to address the needs of the men who are in the
aftercare program and reduce the rate of recidivism and re-incarceration. The men are required
to participate in the aftercare program once they have completed Poverello House's residential
treatment program. After completing the program, the men feel a great of uncertainty regarding
their future. In January 2015, a poll was taken of the men who had recently graduated the
program regarding the obstacles they face once completing the program. Based on the results
of the poll, the men identified the following challenges: not having a safe place to stay after
completing treatment, not possessing a valid driver's license, the limited ability to find gainful
employment, the requirement to pay and attend court mandated classes such as DUI, and
domestic violence/anger management, and earning a high school diploma/GED. These barriers
coupled with maintaining their new found sobriety are the major contributors to the relapse and
recidivism. The purpose of this grant is to expand the aftercare program to include an additional
case, manager, implement the Work-Out Program and provide funding for court mandated
classes. These additions to the program will reduce the rate of recidivism and re-incarceration.
B. The Men's Resident Rehabilitation Aftercare program was established i@ At this time
the vendor does not have any other related contracts.
C. David Knoy Mr. David Knoy is well educated in the substance abuse field and is familiar with
the problems that face our particular area. He has worked in the substance abuse field since
January 2005 and has worked with men, women, and adolescents in addressing and
overcoming the issues that arise from the use of mood altering drugs. Mr. Knoy received his
certification as a Drug and Alcohol Counselor in 2006, along with an Associate's degree from
Fresno City College. He continued his education and received a Bachelor's Degree in Human
Services from University of Phoenix. Upon taking on the role of Director of the Men's
Residential Program in July 2012, Mr. Knoy has implemented changes to the program in an
effort to increase the success rate of the men that come seeking a better life through treatment.
In April of 2013, he implemented Aftercare as a mandatory part of the residential treatment
program. Realizing that the challenges that the men face when they leave the program are
different than the challenges they face during the residential portion, he believes that aftercare
is necessary to continue working with the men as they transition back into society.
Joe Menchaca Sr. Has worked in the substance abuse field since 1995. He has experience
working for group homes and substance abuse treatment programs. He has received his B.A.
is Social Work from Fresno State. He also has a current State Certification Substance Abuse
License.
D. Please see attachment
E. The Poverello House has provided social service to the homeless community since 1973.
The Poverello House serves approximately 1 ,500 meals a day. Poverello House provides
overnight shelter for men and women, laundry, showers, medical and dental clinic and mental
health and housing referrals. Poverello House also operates Naomi's House the only homeless
shelter in Fresno for single homeless women. Poverello House also provides referrals for
housing and other social services.
The Men's Resident Program has been existence for over 25 years. The Men's Resident
program is a six months to one year work therapy program. The resident program houses 28
men for a minimum of 6 months program. All program participants participate in 66 hours of
work therapy per week. In addition to the work, the men are required to attend classes and 12
step meetings. The curriculum is a mixture of Cognitive Behavior Therapy, Moral Reconation
Therapy and the 12 steps of NA/AA. The men in the program live at the Poverello House and
are not allowed to live anywhere else during their rehabilitation. They receive all their meals,
clothing and hygiene items from the Poverello House. The Men in the Resident Program provide
the security, the kitchen staff and ground keeping necessary to operate the Poverello House. It
is because of their labors; Poverello House is able to provide the 1 ,500 meals in a safe and
secure environment for clients, volunteers and staff. The program is followed by 6 months of
aftercare. While in the aftercare program, they are required to volunteer at Poverello House,
submit to random testing and attempt to complete the required court ordered classes if it is
financially feasible. Poverello House and the resident program have a great working relationship
the probation department and the court system. For example, 96% of the program participants
are referred from the courts and the probation department. There is currently a two month
waiting list for the program. If a client needs immediate assistance Poverello House staff will
refer individuals to other local programs.
F. Will provide information upon request
G. N/A
H. N/A
I. N/A
XI Scope of Work
1. The Men's Resident Rehabilitation program at Poverello House has been in existence in
its current form for the past 25 years. Since its inception, the program has maintained a
high percentage of clients from the criminal justice system. David Knoy, the current
Program Director, since 2012 has maintained an excellent work relationship with
Probation, Parole and the Courts. Of the 121 men we served in 2014, 96.69% were
involved in the criminal justice system. 47.93% of the program participants were
reported to have a history with gangs. In order to be in constant contact with the courts
and probation, the Program Director has given his personal contact information. He is
on call 24 hours a day, 7 days a week. In addition to working with the courts and
probation, the program director has worked closely with the Department of Children and
Family Services to address the needs of the men who have lost their visitation and
custody rights as result of their criminal activities and/or substance abuse issues. The
Program Director refers participants in the program to the Marjoree Mason Center to
participate in the Domestic Violence classes. Because there is a two to three month
waiting list to get into the resident program, individuals who are seeking an immediate
placement, Poverello staff refers many individuals to other local programs such as
Westcare, Salvation Army, Rescue Mission or Recycling Lives.
2. Over the past 25 years the Poverello House Resident Program has evolved into a well
respected drug and alcohol program in Fresno County. In the early years of the program,
men who were homeless and addicted to alcohol or drugs came to the Poverello House
in an effort to gain sobriety and services. The men discovered by helping others, they
were actually helping themselves to overcome their problems. In its current form
Poverello House's Resident Program houses 28 men for a minimum 6 month program.
All program participants participate in 66 hours of work therapy per week. In addition to
the work requirements of the program the participants must attend classes and 12 step
meeting. The curriculum is a mixture of Cognitive Behavioral Therapy, Moral Reconation
Therapy and the 12 steps of NA/AA. Poverello House has shown a track record of
creating and maintaining viable programs. Since the 1990's over 504 men have
completed the program.
In 2013, the Director of the program established the aftercare program to ensure that the
men who completed the program had additional resources available to them as they
continue their journey through sober living. The aftercare program requires the men to
continue to volunteer their time at Poverello House and submit to random drug testing.
To date, 18 men have successfully completed the aftercare program. Currently18 men
are enrolled in the aftercare program
3a. The Men's Resident Program is located at Poverello House at 412 F Street, Fresno
CA., 93706. The program does serve men from the rural communities of Fresno
County. At the end of 2014 the program served 121 men. A portion of program
participants are from rural communities. For example, 14.8% of program participants
came from towns such as Mendota, Caruthers, Orange Cove, Huron, Parlier, Riverdale,
San Joaquin, Coalinga, Sanger, Reedley, Tulare, Dinuba and Kingsburg.
3b. The aftercare program is only for those men who have completed the Men's
Resident Rehabilitation Program at Poverello House. Men who have not participated in
the program are not eligible for the aftercare program at Poverello House. While in the
resident program, Poverello House provides all their food, clothing and hygiene needs.
4. The aftercare will serve approximately 36 men annually. The additional case manager
will assist the participants to overcome the factors that lead to recidivism and
incarceration. The funds allocated for court mandated classes will enable the men to pay
for these classes and not return to jail/prison because they were unable to pay for the
classes.
The "Work-Out" program is the transitional phase of the Poverello House aftercare
program. While participating in the Work-Out Phase, participants are provided free
transitional housing and case management. The goal of the Work-Out Program is for
participants to seek and gain employment and complete their court mandated classes
such as DUI and Domestic Violence/Parenting classes. Participants in the program
will keep a small weekly allowance of their earnings. The rest of their earnings will be
held in account and made available to them when they complete the program. Prior to
leaving the program the participant will meet with a case manager to determine a budget
for their savings.
The target population and eligibility requirements for the Work-Out Program include the
following:
• Men that have completed the first 6 months of residential treatment at
Poverello House
• Participant must have the physical ability to work
• Individuals who do not have a safe home to return to
• Individuals who have a financial need for assistance following residential
treatment
• Individuals who have had a difficult time finding gainful employment due to
criminal history or lack of employment history
• Individuals who must attend court ordered classes and do not have the
means to pay for them or cannot return home until classes are complete
• Individuals with 290 or Arson convictions would not be allowed to participate
in program
• Our Work-Out program would plan to assist 12 men with these services over
a 12 month period
• In addition to the 12 men that would be participating in the Work-Out program
the case manager would assist individuals that are in our aftercare program
with their employment and recovery needs on an as needed basis. The
number of participants in our aftercare program is approximately 34
-------------------------------------------------------------------------------.
participants per year. The Case Manager will also work with men that are in
the last 2 months of our 6 month residential program to prepare them to
either leave the program or to prepare them to enter the Work-Out phase of
the program.
5. The project that would be funded from the. recidivism grant would include the following
• We would like to develop a Work-out program to be used in conjunction with
our residential program and our aftercare program.
• Through the use of evidence based practices such as Cognitive Behavioral
Therapy and Case Management, our participants will continue to work to
maintain their recovery skills and address negative or criminal thinking by
utilizing the Cognitive Behavioral Therapy and 12 step approaches learned in
residential treatment. The program Case Manager will work with each
participant on an individual level to discuss and establish the strengths and
deficits of the participant. In addition the Case manager will work to establish
the learning styles, personality and motivations in order to develop the long
and short term goals of the participant.
• Short term goals will include establishing employment skills and identifying
the participants discharge goals. Participants will begin to attend outside
classes, with court ordered classes being priority. Case Manager will assist
the resident in the development of his resume so that job search can begin.
The participant will continue to maintain and expand upon the recovery skills
developed in the residential phase of the program.
• The long term goals of the participant will be to have a job that he feels
would be rewarding which will contribute to the longevity of employment, be
in a financial position to maintain his own residence, reunify or restore family
ties and to maintain his dedication to sobriety and a crime free lifestyle
Develop a Work-out program to be used in conjunction with our residential
program and our aftercare program.
• Participants will continue to work to maintain their recovery skills and address
negative or criminal thinking by utilizing the Cognitive Behavioral and 12 step
approaches learned in residential treatment.
• The program Case Manager will work with each participant on an individual
level to discuss and establish the long and short term goals of the participant.
• The Work-Out program would be a voluntary extension of the participants
program that allowed them to gain employment, begin to attend outside
classes (D.V./D.U.I./Educational) and build a savings prior to leaving the
security of the program.
• 6 month placement in a transitional living home free of cost for individuals
who have completed the Poverello House 6 month residential program
• Case management services to assist with resume building, acquisition of
employment, interviewing skills, assistance in signing up for outside classes
(DV/DUI), assistance in dealing with child support (specifically COAP)
• Transportation to and from appointments or work
• Assistance in acquiring CDL/10, SS card and health coverage.
• The case manager would meet with the participant prior to the completion of
residential treatment to begin work on many of these areas
• All income earned from participant would be held in trust account and a
budget form these funds would be agreed upon by participant and case
manager
• All participants will leave with 100% of the remainder funds that they have
earned. These funds can be used to pay housing cost, payment of fines or
fees and/or for the purchase of transportation. Poverello House will not keep
any of the participants funds.
• All participants must participate in aftercare for a period of 6 months following
the completion of the Work-Out program in order to receive their certificate of
completion.
• The short term goals of the program would provide safe housing that is
conducive to recovery while the participant attains gainful employment,
attend court mandated classes and continues to work on self development.
• The long term goal of this proposal would be sending a clean, sober
employed person back into society with the ability to meet their own financial
needs as well as the needs of their families.
6. The addition of a Case Manager, funds for court mandated classes, and the
implementation of the Work-Out Program is to reduce the incidents of recidivism of the
men currently on probation and/or parole who are participating in the aftercare program.
The additional funds will also provide the men tools and education to prevent the re-
victimization of their families. These additions to the aftercare program will provide them
the resources to become productive members of their community. The services include
the following:
• Housing
• Case management
• Employment readiness and assistance
• Continued substance abuse counseling
• U/A testing and daily Breathalyzer
The addition of case manager, funds for court mandated classes and the implementation
of the Work-Out Program will reduce recidivism in the following ways:
• With the participants completing 6 months of residential treatment before the
Work-Out phase and being mandated to complete 6 months of aftercare
following this Work-Out phase, participants will have completed the first half
of 3 the year window (described in attachment B), being connected to the
program.
• Individual who has acquired employment, housing, transportation and
recovery skills is much less likely to re-offend
• By attending court ordered classes while in the program, Individuals are less
likely to violate probation or parole for non-compliance of court orders to
complete these classes.
• By attending the court ordered classes, the participant will have had an
opportunity to learn the subjects covered in these classes and to apply this
information to their own personal recovery plan.
• By establishing long term relationships with other individuals in recovery,
participants have shown a history of utilizing the support of their peers and
Program staff in difficult situations. Through this utilization of support,
participants have decreased their likelihood for relapse, thus reducing their
likelihood of re-offending.
7. The ultimate goal of the expanded aftercare program is to reduce the rate of
recidivism of the men participating in the program. The addition of a case manager, the
implementation of the Work-Out Program and the funds for court mandated classes will
reduce the rate of recidivism and re-incarceration. Below is a list of the goals for the
men in participating in the aftercare program:
Goal #1: Participants to leave the program with full time employment.
• This will benefit participant by providing him the means to support himself,
therefore not being a burden on family or society.
• This will strengthen the participants self esteem and his ability to be self
supporting
Goal #2: Participants to leave the program with a Drivers License.
• By possessing a valid driver's license, our participants will have increased
their ability to attain employment and increase their ability to get to/from
employment, classes and appointments.
Goal# 3: Participants to have outside classes (D.V./D.U.I./Parenting/Educational
completed or near completion.
• By participating in classes while in the program, participants will have
alleviated the financial burden of the classes.
• By completing classes, the participant will not be subject to violating
probation/parole for failing to comply with court order.
• By completing D.V./Parenting classes, the participant may be allowed to
return to live with his family.
• By completing D.U.I. classes, participant will have increased his ability to
attain a Drivers License.
• Referrals will be given to the Hispanic Commission for D.U.I. classes
• Referrals will be given to the Marjaree Mason Center for D.V. classes
• Referrals will be given to Exceptional Parents Unlimited or the E.O.C.
Pops program for parenting
Goal # 4: Participants to have enough funds in savings to acquire housing.
• Through the acquisition of enough funds to pay for their own housing, our
participant will not have to be a burden to family members or society to
cover the cost of their housing.
• Our participants will not have to return to unsafe housing situations
• By having the ability to maintain their own household, our participants are
less likely to rely on public assistance
Goal# 5: Participants completed or near completed of High School Diploma or G.E.D.
• Through the acquisition of a High School Diploma/GED., participants will
have increased their ability to attain gainful employment which will
increase their ability to provide for their families.
Goal # 6: Participants contact the Department of Child Supportive Services and apply for
the C.O.A.P program. The C.O.A.P program can reduce a person's child support
balances up to 90%.
8. Participant needs will be established through the use of the following tools.
• Treatment Plan, which will allow us to establish areas of focus and to track
participant's progress or lack of progress in those areas.
• Addiction Severity Index (A.S.I.) which is widely used throughout the
industry to establish the participants needs, history and areas of focus (see
attached copy of our current A.S.I. form)
• Tools for Career Readiness, Exploration and Evaluation worksheets
(T.R.E.E.) from Stanford University, which is used to establish preferred work
styles and environments. This tool is helpful in establishing the type of job
that will best suit our program participants.
9. The addition of the case manager, funds for court mandated classes and the Work-
Out Program will reduce the rate of recidivism among the participants and therefore
reduce costs to the criminal justice system. The expanded aftercare program will reduce
costs incurred by the criminal justice system because the additional case manager will
guide and provide resources to the participants in the program. Many of individuals who
complete residential treatment in the County of Fresno leave treatment without the basic
tools for success such as employment, housing, and education. Even though they have
developed recovery skills and the desire to change their lives, it is challenging to
become a productive member of their community without secure housing and
employment. As a result of lack of housing, job skills and education ,many individuals
revert back to their previous lifestyle. Eventually relapse and re-offending occurs and
they are re-incarceration. Individuals who maintain their sobriety often lack the
resources to pay for court ordered classes. Because participants cannot pay for these
classes, they are at risk of re-incarceration for failure to comply with the court orders or
violation of restraining orders. Poverello House will also offer the Work-Out program to
individuals who have previously completed residential treatment and have found that
they are not yet prepared to enter back into society. The Work-Out program is a
transitional phase in which the participants are provided free housing and case
management. During the Work-Out program participants are required to work and the
majority of their earnings are placed in hold account for them. Participants are allowed a
small weekly allowance out of their own earnings. At the end of the program the case
manager designs a living budget from their earnings. By providing this option and
addressing these problems early the participant is less likely to re-offend.
10. Poverello House has a long history of collaborating with other agencies in Fresno to
provide resources to the men in the aftercare program. While participating in the
aftercare program the participants will be required to attend one or more of the below
mentioned classes during their time in the Work-Out program in addition to maintaining
employment and attending program required meetings and classes. The following is a
list of agencies that Poverello House has an informal or formal agreement to provide
services to the men participating in the aftercare program:
• E.O.C. POPS Program (informal agreement)
A. 24/7 Dad
B. Love Notes
C. Employment and Vocational Training
D. Financial Literacy
E. High School Education
F. Anger Management/ Conflict Resolution 12 week
G. Mentoring
H. Relationship Building
• 12 step meetings
• Penn Foster Diploma Completion Program at the Institute of Technology
(informal agreement)
• Fresno County Hispanic Commission, D.U.I. Classes (informal agreement)
• Marjaree Mason Center, Domestic Violence Classes (informal agreement)
• Exceptional Parents Unlimited, Parenting Classes (informal agreement)
• Other resources as they become available
11. There are several goals and requirements the participants must fulfill to
successfully complete the aftercare program. There are approximately 18 people who
participate in the aftercare program. Below is list of requirements that participants
are required to complete in order to successfully complete the aftercare program:
------------------------------------,
• Meet at least twice a month with the case manager or more if necessary to
complete the program
• Complete at least one court ordered class for D.U.I and/or Domestic Violence
• Complete at least one of the classes listed in question 10. Court ordered
classes, however, will take priority
• Submit to random drug testing as required by the case manager and/or
director
Twelve participants will be selected to participate in the Work-Out Phase of the
Program. Requirements for successful completion of the Work Out Phase of the
program include the following:
• Maintain complete sobriety from drugs and alcohol while in the work out
phase of the program.
• Seek and attain gainful employment
• Attend a minimum of 1 of the classes mentioned above in question 10.
• Comply with all program rules and regulations
• Must have completed 6 months of residential treatment in the Poverello
House Program
• Remain compliant with Probation/Parole
• Continue to work with a sponsor on a regular basis
12. Program Participants may be terminated from the aftercare program for the
following reasons:
• The use of alcohol or drugs would result of the participant being removed
from the work-out phase of the program and being transfer back to the
residential phase of the program or to the aftercare phase of the program.
• Threats, intimidation of physical assault would result in termination of the
program for our participants
• Committing a new crime could result in termination. Severity of the crime
would be considered and program staff would work in conjunction with
Probation/Parole to establish an appropriate response.
• Non-Compliance with the goals and objectives of the program. (Non
Compliance issues will first be dealt with in verbal counseling in an attempt to
correct the action of the participant)
• Engaging in behaviors that endanger the health of safety of self/others.
13. Arrests during the program will be dealt with on a case by case basis. Arrests for old
warrants or warrants that the participant was not aware of would cause the participants
program to be placed on hold. If participant was released from custody and wished to
complete the program, he would be allowed to. If the participant did not wish to continue
his program upon his release from custody, all proceeds from his employment would be
returned to him and he would be required to complete his 6 months of aftercare if he
wanted to receive his certificate of completion from his residential program.
Arrests for minor offences would be dealt with in conjunction with the participants
Probation/Parole officer. Continuation of program would have to be agreed upon by
Probation/Parole and Program representative. Participant would be required to
participate in aftercare if he wanted to receive a certificate of completion from residential
treatment.
Arrests for larger offences would be grounds for termination from the program.
14. Communication with the participants Probation/Parole officers will begin with a
telephone call/voicemail from program staff about any significant event. In addition to
telephonic communication, all Progress Reports, Termination letters and Status alerts
will be either faxed em ailed to the probation department. All Probation officers are given
the Program Directors cell phone number and informed that they should feel free to call
at any time regarding program participants or program questions. The case manager
will provide monthly progress reports on the participant's progress.
15. At the time of completion, if participants are not ready to re-enter society on their
own Poverello House would offer extensions to the Work-Out program or offer the
participant a transfer to the "Pi co House" which is our transitional home. Generally
participants may stay as long as a year or on as "as needed" basis. The case manager
will determine who long the participant should live at Pico House. Poverello House will
provide all the required staples to maintain their own residence. For example, Poverello
House will supply food and hygiene items to individuals who have completed the
program. Despite a variety of circumstances or obstacles that may present themselves
for our program participants, Poverello House is dedicated to working with the
participants to overcome barriers to their recovery and success.
16. Through the usage of the standardized service reporting forms discussed in
ADDENDUM 1, or through the use of Status Alerts the Poverello House will document
and report the following circumstances to Fresno County Administrative Office and
Fresno County Probation.
• Demographic Information
• Outreach data
• Enrollment numbers
• Participant needs assessmenVand service plans
• Services provided
• Referral information
• Information regarding participant completion/termination
• Progress reports to Fresno County Probation
Cost Proposal/Budget Narrative
1. Salaries and Benefits: The salary and benefits is to hire a case manager to assist the men
participating in the aftercare program and reduce the rate of recidivism. The case manager will
provide the men with a plan to overcome the obstacles that cause recidivism and re-
incarceration. The case manager will be responsible for implementing and administrating the
Work-Out program for 12 participants. The case manager will establish goals for the
participants such as seeking gainful employment, participating in court mandated classes and
other educational classes. The case manager will provide a small weekly allowance to
participants from their earnings. At the end of the program, the case manager with the
participant will create a living budget from the earnings that were held for them. This budget will
include incorporating mandatory child support payment, paying for court mandated classes,
paying fees and basic living necessities such as housing and transportation.
The case manager will also provide additional resources to all the men participating in the
aftercare program. The case manager will also be able to complete and submit monthly
progress reports to the probation department.
2. The Benefits allocated to the Case Manager are the same benefits that every full time
employee at Poverello House is entitled to receive.
3. Services and Supplies: The $9,877 is the amount allocated for DUI and Domestic Violence
classes. The amount allocated will provide approximately 395 classes that the men in the
aftercare program can utilize. The men in the aftercare program cannot afford the court
mandated classes and therefore unable to complete the classes. As a result of their inability to
complete these classes, they are often in violation of their probation and therefore incarcerated.
They are also unable to return home because they have not completed their court ordered
domestic violence classes. Having the funds available for these classes will reduce the rate to
recidivism due to failure to complete the required classes
4. N/A
5. N/A
952-5330 ATIACHMENT C
BUDGET and BUDGET NARRATIVE
Proposal Budget Line Item Totals
Please fill out the following summary table for the proposal's pl.anned budget. In-kind match of
grant funds requested is optional. Applicants must provide. sufficient detail/breakdown to
explain how the requested funds outlined in the table below will be expended in each applicable
line item. Amounts must be whole dollars.
GRANT IN-KIND
LINE ITEM FUNDS MATCH TOTAL
(OPTIONAL)
1. Salaries-staff providing direct services $30,000 $30,000
2. Benefits-staff providing direct services $10,123 $10,123
3. Services and Supplies $ 9,877 $ 9,877
4. Other Costs
5. Indirect Costs-not to exceed 5% of total
TOTAL $50,000 $50,000
Proposal Budget Narrative (5 page limit: using Arial font, 11 point)
Describe how grant funds and in-kind match funds (optional) would be used to implement the
project. If applicable, provide the source of the in-kind match funds. Provide sufficient detail to
explain how all expenditures were estimated anc:l calculated and how they are relevant to the
completion of the proposed project. As cited in the "Eligible Proposal Expenditures" section of
the RFP, below are eligible expenditures:
1. Salaries (The salaries of the applicant's employees that are directly involved in the
proposal's activitie$.)
2. Benefits (The benefits of the applicant's employees that are directly involved in the
proposal's activities.)
3. Services and Supplies (Services and supplies necessary for the operation of the
proposal's activities [e.g. lease payment for office space, office supplies, educational
materials] and items or services provided participants as part of the program/services
proposed [e.g. basic necessities such as food, clothing, shelter/housing, transportation, and
related expenditures]).
4. Other Costs (Applicants proposing other costs shall provide detail justifying the inclusion of
other costs proposed.)
5. Indirect Costs (Includes operational overhead and administrative costs. Funds dedicated
to this line item may not exceed 5% of the award.)
Proposal No. 952-5330 Page 31
CHECK LIST
This Checklist is provided to assist vendors in the preparation of their RFP response. Included in
this list, are important requirements and is the responsibility of the bidder to submit with the RFP
package in order to make the RFP compliant. Because this checklist is just a guideline, the
bidder must read and comply with the RFP in its entirety.
Check off each of the following:
1. X The Request for Proposal (RFP) has been signed and completed.
2. X Addenda, if any, have been completed, signed and included in the bid package.-
3. .X,_ One (1) original plus six (6) copies of the RFP have been provided.
4. ~ The completed Trade Secret Form as provided with this RFP (Confidential/Trade
Secret Information, if provided must be in a separate binder).
5 . .J{_ The completed Criminal History Disclosure Form as provided with this RFP.
6. _){__ The completed Participation Form as provided with this RFP.
7. -X-The completed Reference List as provided with this RFP.
8. 1J.J.fi Indicate all of bidder exceptions to the County's requirements, conditions and
specifications as stated within this RFP.
9. _A_ Lastly, on the LOWER LEFT HAND CORNER of the sealed envelope, box, etc.
transmitting your bid include the following information:
County of Fresno RFP No. 952-5330
Closing Date: February 25, 2015
Closing Time: 2:00P.M.
Commodity or Service: Community Recidivism Reduction Grant
"
Return Checklist with your RFP response.
G:\Public\RFP\FY 2014-15\952-5330 Community Recidivism Reduction Grant\952-5330 Community Recidivism Reduction Grant.doc
)
I,
Letters of Support
Schneider Electric
3500 Pelco Way
Clovis , California 93612
Dear Mr. Knoy
The letter is to reaffirm our commitment to and support of your program and service to our
Community. You remain as one of our most respected entities within our Community Outreach
program (SECPP). As you know, Schneider Electric is deeply committed toward "giving back" to
those organizations that fuel the general wellness of society and there are many that we choose
to support. Poverello House is recognized as a very influential player on this field and we will
continue to support you wholeheartedly for the years to come.
Thank you for the fine work you and Poverello are doing toward helping the needy and
redirecting those with dependency problems.
Truly Yours,
Chris Johnson
Member SECPP
February 24, 2015
To Whom It May Concern:
Mr. & Mrs. C. Johnson
5572 N. El Adobe Dr.
Fresno, CA 93711
This letter is being written to express our support for and appreciation of the Poverello
House and its outstanding effort to quell the ongoing scourge of substance abuse and the
effect it has on our neighborhoods and the people of our community.
Our son Jour dan was in and out of incarceration and several different drug rehabilitation
programs for over ten years before finally landing at the Poverello House under the direction
of David Knoy. We are so thankful for the work that has been done through Poverello House
and David's outstanding leadership. We know that through the program at Poverello along
with their excellent staff, Jourdan's life has been transformed from that of a drug addict who
was stealing from family, church and schools to support his addiction, to being a productive,
responsible and compassionate person. We have witnessed much growth in several areas of
his life, including developing a very strong work ethic (taught through the work program at
Poverello House) and an overall sense of responsibility that he had not shown in the past.
We cannot even begin to express the gratitude we feel toward this program. After watching
our son journey through so many failed attempts at gaining his sobriety and getting his life
back, we are forever grateful for the blessing of this program to our family and for the
blessing they are to countless others they serve in our community on a daily basis.
Warmest Regards,
Mr. and Mrs. C Johnson
To whom it may concern,
My name is Zekieo Lucero and I am a proud graduate of the Poverello House program.
My story is pretty much the same as everyone else who has ended up there, so i won't get into
much detail. I had lots of family issues and I used alcohol to cope. Like most of us who use
substances to numb our pain we start abusing them and it begins to use us. At this point the
grips of addiction are almost impossible to break on your own.
I was sentenced to the program in the summer of 2012. I honestly didn't think I was
going to make it through but i really didn't have time to be angry or feel sorry for myself I was too
busy working and helping others. I was also really surprised at all the resources provided to us.
They had a doctor's office and dental care was provided as well. There was also a mental
health counselor which was very helpful. I was the driver who picked up all the donations and
also took us all to meeting so the program paid for me to get my eyeglass prescription so i could
do my job. As well as providing food for everyone we also got to eat really well. They had
weights and a bowflex there so i was able to put some healthy weight back on, that made me
feel really good about myself. When my year was up they gave me a vehicle so i could start
going to school at Fresno City College. They let me stay at the sober living house while i went to
school for an extra year and a half because I had nowhere else to go.
Eventually i was able to get back into society and provide for myself. I am currently back
to working in construction with the Drywaii\Lathers Union Local 9083L. The Poverello House
Program saved me and gave me another chance at life. I very thankful for all they did for me. I
am also grateful there's a place like this for people like me. The help that they provide is
priceless and i feel it provides a much needed service to our City of Fresno.
Sincerly,
Zekieo Lucero
ALETERNATIVE SENTENCING CHOICES
Evie Machado, MS
559-824-5671
evie.machado@sbcglo bal.net
2-23-15
To whom it may concern;
I have used the Poverello House for approximately 10 years for rehabilitation for my
clients.
I recommend the Poverello House to the courts for my clients. This program provides a service
to our community to help those that have lost their way and are using drugs and or alcohol.
We are of need of many more programs like the Poverello House. Poverello House not only
provides a residential rehabilitation program for drug addicts and alcoholics but provide daily
meals for the homeless in Fresno, CA.
If you need any other information about the Poverello House please feel free to contact me
Evie Machado, MS
EIS-CONSULTATION SERVICES
FOR THE CRIMINAL WSTICE SYSTEM
................. u ............................................................................................................................................................................................................... .
Kathy Grinstead, M.A. Pam Long, C.A.C.
559-970-8180 559-392-4567
Email: eislOO@yahoo.com
February 23, 2015
To whom it many concern:
This memorandum is in support of the POVERELLO HOUSE who is making
application for funding through the Fresno County Recidivism Grant, which closes
February 25, 2015.
Early Intervention Services is a Court consulting agency that has been providing services
to residents in Fresno County for 15 years. We serve the criminal justice system to
provide assessment, rehabilitation and residential treatment recommendations. For the
past 15 years we have consistently relied on the program offered through Poverello
House.
Recovery from addiction is a life time process and Poverello House offers a
compassionate, understanding venue for either early on structured and rule oriented
change or second chance options for a rebirth into a continued sober lifestyle.
Poverello House is a structured behavior modification program that offers addiction
education, wellness, self-accountability, self-responsibility and life skills in a residential
setting. Subjects who reside at Poverello for a term of rehabilitation gain the benefits of
sobriety, humility, recovery, community pride and participation, as well as direction for
personal wellness and restructuring.
We at EIS appreciate the staff at the Poverello House, as they present a strong
commitment to individual wellness and provide structured guidance for those seeking a
life style change and the ability to re-enter the community with success.
Our experiences with Poverello House have been very positive and hence, the Fresno
County Superior Courts support referrals to Poverello House for rehabilitation, and
Poverello House is approved for services through Fresno County Department of
Probation.
We support Poverello House for their efforts and support participation with this grant
funding source.
Respectfully,
Kathy Grinstead, M.A.
Rehabilitation Consultant
Early Intervention Services
559-970-8180
--------------------------------------------------------------------------------
2/24/2015
Reverend William V. Nicolay
New Beginnings Christian Center
826 S First Ave
Dinuba, CA 93618
Dear Sir or Madam,
I am writing this letter on behalf of David Knoy and the work that is being done by the Men's
Ministry at Poverello House in Fresno, CA. Over the years the men at Poverello house, through
the leadership of David Knoy, have been a blessing to our church which in turn enabled us to be
a blessing to our community. At least twice a year, the men in this program provide us with
much needed food and other necessities to help us meet the needs of our neighbors. We have
been able to help an average of 70-100 families every time I receive a call from David and the
ministry. Our prayer is that David and his ministry will continue to be blessed to be a blessing as
other organizations and groups give support to the efforts he is providing so that together we
may fulfill the growing needs in our communities.
Respectfully Submitted,
Reverend William V. Nicolay
Senior Pastor
New Beginnings Christian Center
Resumes
Ronald D. Knoy
2?2'? n c r r • 3
Education:
Fresno City College, Fresno, CA
M ; OJ
A.S.-Drug and Alcohol Counseling May 2006
University of Phoenix
3
B.S.-Human Services February 2012
Work Experience:
Poverello House, Fresno CA. July 2012-Current
Program Director
1. Assess/Intake/discharge/UA testing/Individual and Group Counseling
2. Develop and Maintain Relationships with Outside Agencies
3. Supervise Job assignments
4. Develop/Improve/Implement Treatment Strategies
5. Oversee security operations of the facility
6. Case Management of participants
Eminence Healthcare, Fresno CA.
Substance Abuse Counselor/Site Coordinator
1 Individual/Group Counseling/ ASI/Treatment Planning
Turning Point S.A.T.U., Fresno, CA
Senior Substance Abuse Counselor
1 Treatment/Educational Groups/ ASI/Treatment Planning
2 Oversee daily operations of residential treatment facility
February 2011-July 2012
March 2005-June 2010
3 Cooperate with Probation and adhere to CDC guidelines and regulations
4 Federal Aftercare Counselor February 2007-June 2010
• Individual!Group/U-A testing
Special Skills
• Experience with adult men/women/dual-diagnosed/teens/homeless.
• CAARR certification #02-069623
• MRT/advanced trained/ASI/ASAM
• Therapist 360
• Many extra units in Psychology, Criminology and Child Development
• Aptitude for learning new processes quickly and enhancing existing processes for maximum
efficiency
• Excellent verbal and written skills
• Outstanding organizational goals
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Samples for Question 8
Addiction Severity Index, 5th Edition
Clinical!fraining Version
A. Thomas McLellan, Ph.D.
Deni Carise, Ph.D
INTRODUCING THE ASI: Seven potential problem areas:
Medical, Employment/Support Status, Alcohol, Drug, Legal,
Family/Social, and Psychological. All clients receive the
same standard interview. All infonnation gathered Is
confidential.
We will discuss two time periods:
1. The past 30 days
2. Lifetime data
Patient Rating Scale: Patient i[!put is important For each
area,
I will ask you to use this scale to let me know how bothered
you have been by i3ny problems in each section. I will also
ask you how Important treatment is for you in the area
being discussed.
The scale is: ~ot at all
1-Siightly
2-Moderately
3-Considerably
4-Extremely
If you are uncomfortable giving an answer, then don't
answer.
Please do not give inaccurate information!
Remember: This is an in.terview, not a test.
INTERVIEWER INSTRUCTIONS:
1. Leave no blanks.
2. Make plenty of comments and include the question num-
ber before each comment. If another persori reads this
ASI, that person should have a relatively complete pic-
ture of.the client's perceptions of his or her problems.
3. X = Question not answered.
N = Question not applicable.
4. Stop the interview if the client misrepresents two or
more sections.
5. Tutorial and coding notes are preceded by •.
INTERVIEWER SCALE: 0-1 =No problem
2-3 = Slight problem
4-5 = Moderate problem
6-7 = Severe problem
8-9 = Extreme problem
HALF TIME RULE: If a question asks for the number of
months, round up periods of 14 days or more to 1 month.
Round up 6 months or more to 1 year.
CONFIDENCE RATINGS:
Last two items in each section.
Do not overinterpret.
Denial does not warrant misrepresentation.
Misrepresentation is overt contradiction in information.
PROBE AND MAKE PLENTY OF COMMENTS/
LIST OF COMMONLY USED DRUGS:
Alcohol:
Methadone:
Opiates:
Barbiturates:
Sedatives/
Hypnotics/
Tranquilizers
Cocaine:
Beer, wine, liquor
Dolophine, LAAM
Painkillers = Morphine; Dilaudid; Demerol;
Percocet; Darvon; Talwin;
Codeine; Tylenol 2, 3, 4
Nembutal, Seconal, Tuinol, Amytal, Pentobarbital,
Secobarbital, Phenobarbital, Rorin.ol
Benzodiazepines, Valium, Librium, Ativan, Serax
Tranxene, Dalmane, Halcion, Xanax, Miltown
Chloral Hydrate (Noctex), Quaaludes
Cocaine Crystal, Freebase Cocaine or ·crack,"
and "Rock Cocaine•
Amphetamines: Monster, Crank, Benzedrine, Dexedrine,
Ritalin, Preludin, Methamphetamine, Speed,
lee, Crystal
Cannabis
Hallucinogens:
Marijuana, Hashish
LSD (Acid), Mescaline, Mushrooms
(Psilocybin), Peyote, Green, PCP
(Phencyclidine), Angel Dust, Ecstasy
Inhalants: Nitrous Oxide, Amyl Nitrate (Whippets,
Poppers), Glue, Solvents, Gasoline, Toluene,
etc.
Just note if these are used:
Antidepressants
Ulcer Medications-Zantac, Tagamet
Asthma Medications-Ventoline Inhaler, Theo-Dur
Other Medications-Antipsychotics, Lithium
ALCOHOUDRUG USE INSTRUCTIONS:
This section looks at two time periods: the past 30 days and
years of regular use, or lifetime use. Lifetime use refers to the
time prior to the past 30 days.
• 30-day questions require only the number of days used.
• Lifetime use is asked to determine extended periods of
regular use. It refers to the time prior to the past 30 days.
• Regular use = 3+ times per week, 2+ day binges,. or
problematic, irregular use in which nonnal activities are
compromised.
• Alcohol to intoxication does not necessarily mean "drunk";
use the words "felt the effects; "got a buzz,• "high," etc.
instead of "intoxication." As a rule of thumb, 5+ drinks in
one day, or 3+ drinks in a sitting defines intoxication.
• How to ask these questions:
,/ How many days in the past 30 days have you used ... ?
,/ How many years in your life have you regularly used ... ?
181
\
Addiction Severity Index, 5th Edition
GENERAL INFORMATION
· Gl. ID No.: I I I I I I I I I I
G2. Soc. Sec, No.:l I I 1-OJ -1~1 ~~ =::' ~~
G4. Date of Admission: OJ I OJ I 1..___._1_1.___.__1 ___.I
(Month/Day/Year)
G5. Date of Interview: OJ I OJ 11.-----.-1 '---1.---.-1 --.1
(Month/Day/Year)
G6. Time Begun: (Hour:Minutes) OJ:OJ
G7. Time Ended: (Hour:Minutes)
G8. Class: 1. Intake 2. Follow-up
OJ:OJ
D
G9. Contact Code: l. In person 2. Telephone
(Intake AS! must be in person)
GlO. Gender: l. Male 2. Female
D
D
Gll. Interviewer Code No./Initials:
Gl2. Special: 1. Patient terminated
I I I I
D
2. Patient refused
3. Patient unable to respond
N. Not applicable
Name
Mdiess 1
Addiess 2
C1ty State Z1pCode
G14. How long have you lived at this
address?
OJ IOJ
(Years/Months)
G 15. Is this residence owned by you or your family?
0-No 1-Yes
D
Gl6. Date of birth: 0J10J1I I I I I
(Month/Day/Year)
G 17. Of what race do you consider yourself? D
1. White (not Hispanic) 4. Alaskan Native 7. Hispanic-Puerto Rkan
2. Black (not Hispanic) 5. Asian/Pacific Islander 8. Hispanic-Cuban
3. American Indian 6. Hispanic-Mexican · 9. Other Hispanic
Gl8. Do you have a religious preference?
l. Protestant 3. Jewish 5. Other
2. Catholic 4. Islamic 6. None
D
G 19. Have you been in a controlled environment in the D
past 30 days?
1. No 4. Medical Treatment
2. Jail 5. Psychiatric Treatment
3. Alcohol/Drug Treatment 6. Other: ____ _
• A place, theoretically, without access to drugs/alcohol.
G20. How many days?
• "NN" if Question G19 is No. Refers to total
number of days detained in the past 30 days.
OJ
(Clinical/Training Version)
ADDITIONAL TEST RESULTS
G21. I
G22. I
G23.
G24.
G25.
G26.
G27.
G28.
SEVERITY PROFILE
PROBLEMS 0 1 2 3 4 5 6 7 8 9
MEDICAL
EMP/SUPPORT
ALCOHOL
DRUGS
LEGAL
FAMILY/SOCIAL
PSYCH.
GENERAL INFORMATION COMMENTS
(Include the question number with your notes)
182
MEDICAL STATUS
Ml. How many times in your life have you been
hospitalized for medical problems? rn
• Include ODs and DTs. Exclude detox, alcohol/drug, psychiatric
treatment, and childbirth (if no complications). Enter the number
of overnight hospitalizations for medical problems.
M2. How long ago was your last rn I OJ
hospitalization for a physical problem?
• If no hospitalizations in Question Ml, then (Years/Months)
this should be "NN."
M3. Do you have any chronic medical problems that
continue to interfere with your life? 0-No 1-Yes D
• If Yes, specify in comments.
• A chronic medical condition is a serious physical condition that
requires regular care (i.e., medication, dietary restriction), pre-
venting full advantage of the person's abilities.
Ml5.<0PTIONAL> Number of months pregnant:
• "N" for tnales, "0" for not pregnant D
, (Months)
M4. Are you taking any prescribed medication on a
regular basis for a physical problem? 0-No 1-Yes D
• If Yes, specify in comments.
• Medication prescn"bed by an M.D. for medical conditions; not
psychiatric medicines. Include medicines prescn"bed whether or
not the patient is currently taking them. The intent is to verify
chronic medical problems.
M5. Do you receive a pension for a physical disability? D
0-No 1-Yes
• If Yes, specify in comments.
• Include worker's compensation; exclude psychiatric disability.
M6. How many days have you experienced
medical problems in the past 30 days? OJ
• Include flu, colds, etc. Include serious ailments related to
drugs/alcohol. which would continue even if the patien~ were
abstinent (e.g., cirrhosis of liver, abscesses from needles).
For Questions M7 & MS, ask the patient to use the Patient's Rating Scale.
M7. How troubled or bothered have you been by D
these medical problems in the past 30 days?
(Restrict response to problem days of Question M6.)
M8. How important to you now is treatment for
. these medical problems? D
• If client is currently receiving medical treatment, refer to the need
for additional medical treatment by the patient
Interviewer Severity Rating
M9. How would you rate the patient's need for
medical treatment? D
• Refers to the patient's need for additional medical treatment
183
Confidence Rating
Is the above information sigriificantly distorted by:
MIO.Patient's.misrepresentation? 0-No 1-Yes D
Mil. Patient's inability t(} understand? 0-No 1-Yes D
MEDICAL COMMENTS
(Include question number with your notes)
EMPLOYMENT/SUPPORT STA: TUS
DJ/DJ ts.
EI. Education completed:
• GED = 12 years, note in commen
• Include formal education· only. (Years/Months)
E2. Training or technical education completed:
• Formal/organized training only. F
include only training that can be us
(e.g., electronics, artillery).
OJ
or military training, (Months)
ed in civilian life
E3. Do you have a profession, trade, or
skill? 0-No 1-Yes
• Employable, transferable skill acqutl' · ed through training.
• IfYes, specify _____ _
nse? E4. Do you have a valid driver's lice
• Valid license; not suspended/revok ed. 0-No 1-Yes
E5. Do you have an automobile avail able for use?
• If answer to E4 is No, then ES must
Does not require ownership, require
regular basis.
beNe. 0-No 1-Yes
s only availability on a
D
D
D
E6. How long was your longest full-tim
• Full time = 40+ hours weekly;
does not necessarily mean most re
ejob?[Dj[D
cent job. (Years/Months)
E7. Usual (orlast) occupation?
(specify)---,---,----
(Use Hollingshead Categ cries Reference Sheet)
E8. Does someone contribute to your support ~ any way?
0-No 1-Yes
D
D
pport (i.e., cash, food, housing) • Is patient receiving any regular su
from family/friend? Include spous e's contribution; exclude
support by an institution.
E9. Does this co~titute the majority of your support? D
0-No 1-Yes
• IfE8 is No, then E9 is N.
ElO. Usual employment pattern, past 3 years? D
I. Full time (40 hrs/week) 5. S ervice/Military
etired/Disability 2. Part time (regular hours) 6. R
nemployed 3. Part time (irregular hours) 7. U
4. Student 8. In controlled environment
rity of the last 3 years,
If there are equal times for
• Answer should represent the majo
not just the most recent selection.
more than one category, select that which best represents the
current situation.
EMPLOYMENT/SUPPORT COMMENTS
(Include question number with your notes)
184
EMPLOYMENT/SUPPORT (cont.)
rn Ell. How many days were you paid for working
in the past 30 days? ·
• Include "under the table" work, paid sick days, and vacation.
For Questions EU-17:
How much money did you receive from the following sources
in the past 30 days? · ·
EI2. Employment
• Net or ''take home" pay; include any
"under the table" money.
EI3. Unemployment compensation
El4. Welfare
• Include food stamps, transportation money
provided by an: agency to go to and from treatment
El5. Pensions, benefits, or Social Security
• Include disability, pensions, retirement,
veteran's benefits, SSI, and worker's compensation.
El6. Mate, family, or friends
• Money for personal expenses (e.g., clothing);
include unreliable sources of income. Record
cash payments only; include windfalls
(unexpected), money from loans, legal
gambling, inheritance, tax returns, etc.
El7. lllegal
• Cash obtained from drug dealing, stealing,
fencing stolen goods, illegal gambling, prostitution, etc.
Do not attempt to convert drugs exchanged to a
dollar value.
El8. How many people depend on you for the
majority of their food, shelter, etc.? OJ
• Must be regularly depending on patient; do include
alimony/child support; do not include the patient or
self-supporting spouse, etc.
El9. How many days have you experienced
employment problems in the past 30 days? rn
• Include inability to find work, if actively looking for work,
or problems with present job in which that job is jeopardized.
For Questions E20 & E21, ask the patient to use the Patient's Rating Scale.
E20. How troubled or bothered have you been by these D
employment problems in the past 30 days?
• If the patient has been incarcerated or detained during the
past 30 days, he or she cannot have employment.problems.
In that case, an N response is indicated.
E21. How important to you now is counseling for D
these employment problems?
• Stress help in finding or preparing for a job, not giving the
patient a job.
185
Interviewer Severity Rating
E22. How would you rate the patient's need for D employment counseling?
Confidence Rating
Is the above information significantly distorted by:
E23. Patient's misrepresentation? 0-No 1-Yes D
E24. Patient's inability to understand? 0-No 1-Yes D
EMPLOYMENT/SUPPORT COMMENTS (cont)
(Include question number with your notes)
ALCOHOL/DRUGS
Route of administration:
1. Oral •
2. Nasal
3. Smokiil.g
4. Non-IV injection
5. IV injection
• Note the usual or most recent route. For more than one route, choose
the most severe. The routes are listed from least severe to most severe.
Dl. Alcohol (any use at all)
D2. Alcohol (to intoxication)
D3. Heroin
D4. ~e~one
D5. Other Opiates/Analgesics
D6. Barbiturates
Years of Route of
Past 30 Days Regular Use Admin. rn rn 11 rn rn 11 rn rn o rn rn o rn rn o rn rn o
D7. Sedatives/Hypnotics/Tranquilizers rn rn D
D8. Cocaine
D9. Amphetamines
DlO. Cannabis
Dll. Hallucinogens
D12. Inhalants
Dl3. ~ore than one substance
per day (including alcohol)
rn rn o rn rn o rn rn -o rn rn o rn rn o rn rna
Dl4. According to the interviewer, which ITJ
substance(s) is/are the major problem?
• Interviewer should determine the major drug of abuse.
Code the number next to the drug in Questions D 1-12,
or "00" = no problem, "15" = alcohol and one or more
drugs, "16" =more than one drug but no alcohoL Ask
patient when not clear.
DIS. How long was your last period of voluntary ITJ
abstinence from this major substance?
• Last attempt of at least 1 month, not necessarily ~onths)
the longest Periods ofhospitalization!mcarceration
do not count. Periods of Antabuse, methadone, or
naltrexone use during abstinence do count.
• "00" = never abstinent
D16. How many months ago did this abstinence end? rn
• IfD15 = "00," then Dl6 = ''NN."
• "00" = still abstinent
How many times have you: rn
D 17. Had alcohol DTs?
• Delirium Tremens (DTs): Occur 24-48 hours after last
drink or significant decrease in alcohol intake; includes
shaking, severe disorientation, fever, hallucinations. DTs
usually require medical attention.
Dl8. Overdosed on drugs? rn
• Overdoses (OD): Requires intervention by someone
to recover, not simply sleeping it off, include suicide
attempts by OD. 1 86
ALCOHOUDRUGSCOMMENTS
(Include question number with your notes)
.
ALCOHOL/DRUGS (cont.)
How many times in your life ha ve you been treated for:
D19. Alcohol abuse?
D20. Drug abuse?
ay houses, in/outpatient
· f 3+ meetings within
• Include detoxification, ha1fw
counseling, and AA or NA (1
1-month period).
How many of these were detox only?
D21. Alcohol
D22.Drugs
D21 is "NN." •. IfD19 = "00," then Question
If D20 = "00," then Questio n D22 is "NN."
rn
rn
rn
rn
How much money would you sa y you spent during the past
30 days on: .
D23. Alcohol?
D24.Drugs?
nt What is the • Count only actual money spe
financial burden caused by dru gs!alcohol?
een treated in an
I I
I I
D25. How many days have you b
outpatient setting for alcoho l or drugs in the past
30 days?
• Include AAINA
days have you been D99. <OPTIONAL> How many
treated in an inpatient setting for alcohol or drugs
in the past 30 days?
I I I
I I I
rn
rn
How many days in the past 30 d ays have yon experienced:
D26. Alcohol problems?
D27. Drug problems?
symptoms, disturbing • Include: Craving, withdrawal
effects of use, or wanting to st op and being unable to.
rn rn
ent to use the Patient's Rating Scale. For Questions D28-D31, ask the pati
The patient is rating the need for additi .. onal substance abuse treatment
How troubled or bothered have you been in the
past 30 days by these:
D28. Alcohol problems? D
D29. Drug problems? D
eatment for: How important to you now is tr
D30. Alcohol problems?
D31. Drug problems?
D
D
187
Interviewer Severity Rating
How would you rate the ·patient's need for
treatment for:
D32. Alcohol problems? D
D33. Drug problems? D
Confidence Rating
Is the above information significantly distorted by:
D34. Patient's misrepresentation? 0-No 1-Yes D
D35. Patient's inability to understand? 0-No 1-Yes D
ALCOHOL/DRUGS COMMENTS (coot)
(Include question number with your notes)
I
LEGAL STATUS
Ll. Was this admission prompted or suggested by the
criminal justice system? 0-No 1-Yes
• Judge, probation/parole officer, etc.
L2. Are you on parole or probation? 0-No 1-Yes
• Note duration and level in co=ents.
D
D
How many times in your life have you been arrested and
charged with the following:
L3. Shoplifting/Vandalism rn LlO. Assault rn
L4. Parole/Probation rn Lll. Arson rn Violations
L5. Drug Charges rn Ll2. Rape rn
L6. Forgery rn L13. Homicide/ rn
Manslaughter
L7. Weapons Offense rn Ll4. Prostitution rn
L8. Burglary/Larceny/ rn Ll5. Contempt rn
Breaking and Entering of Court
L9. Robbery rn Ll6. Other: __ [I]
• Include total number of counts, not just convictions.
Do not include juvenile (pre age 18) crimes, unless
client was charged as an adult
• Include foqnal charges only.
Ll7. How many ofthese charges resulted [I]
in convictions?
• IfL3-16 = 00, then questionL17 = "NN."
• Do not include misdemeanor offenses from
questions Ll&-20 below.
• Convictions include fines, probation, incarcerations,
suspended sentences, guilty pleas, and plea bargaining.
How many times in your life have you been charged with the
following:
L18. Disorderly conduct, vagrancy, public intoxication?
Ll9. Driving while intoxicated?
L20. Major driving violations?
• Moving violations: speeding, reckless driving,
no license, etc.
L21. How many months have you been incarcerated
in your life?
• If incarcerated 2 weeks or more, round this up
to 1 month. List total number of months incarcerated.
L22. How long was your last incarceration?
• Enter "'NN" if never incarcerated.
L23. What was it for?
• Use codes L3-16, Ll&-20. If multiple charges, choose
the most severe. Enter "NN" if never incarcerated.
rn rn rn
rn
rn
(Months)
rn
L24. Are you presently awaiting charges, trial,
or sentencing? 0-No 1-Yes
L25. What for?
• Use the number of the type of crime
committed: L3-16 and Ll&-20.
D
rn
• Refers to Question L24. If more than one charge,
choose the most severe.
L26. How many days in the past 30 days rn were you detained or incarcerated?
• Include being arrested and released
on the same day.
LEGAL COMMENTS
(Include question number with your notes)
188
LEGAL STATUS (cont.)
L27. How many days in the past 30 days have you
engaged in illegal activities for profit? rn
• Exclude simple drug possession. Include drug dealing,
prostitution, selling stolen goods, etc. May be cross-checked
with Question El7 tmder Employment/Support Section.
For Questions L28-29, ask the patient to use the Patient's Rating Scale.
L28. How serious do you feel your present legal
problems are?
• Exclude ciVI1 problems
L29. How important to you now is counseling or
referral for these legal problems?
D
D
• Patient is rating a need for additional referral to legal counsel
for defense against criminal charges.
Interviewer Severity Rating D
L30. How would you rate the patient's need for
legal services or counseling?
Confidence Rating
Is the above information significantly distorted by:
L31. Patient's misrepresentation? 0--No 1-Yes D
L32. Patient's inability to understand? 0--No 1-Yes D
FAMILY IDSTORY
LEGAL COMMENTS (cont.)
(Include question number with your notes)
Have any of your blood-related relatives had what you would call a significant drinking, drug use, or psychiatric problem?
· Specifically, was there a problem that did or should have led to treatment?
Mother's Side Alcohol Drug Psych. Father's Side Alcohol Drug Psych. Siblings Alcohol Drug Psych.
HI. Grandmother D D D H6. Grandmother D D D Hll. Brother D D D
H2. Grandfather D D D H7. Grandfather D D D Hl2. Sister D D D
H3. Mother D D D H8. Father D D D
H4. Aunt D D D H9. Aunt D D D
H5. Uncle D D D HIO. Uncle D D D
0 = Clearly No for any relatives in that category X= Uncertain or don't know
1 = Clearly Yes for any relatives in that category N =Never had a relative in that category
• In cases in which there is more than one person for a category, report the most severe. Accept the patient's judgment on these questions.
FAMILY HISTORY COMMENTS
(Include question number with your notes)
189
FAMILY/SOCIAL RELATI
Fl. Marital Status:
!-Married 3-Wjdowed
2-Remarried 4-Separated
ON SHIPS
5-Divorced D
6-Nevei Married
• Code common-law marriag e as "1" and specify in comments.
F2. How long have you been in
marital status (Question Fl
• If never married, then since
this ITJ/OJ
)? (Years/Months)
F3. Are you satisfied with this
0--No !-Indifferent 2-Yes
• Satisfied = generally liking
• Refers to Questions Fl and
age 18.
situation?
the situation.
F2.
(past 3 years):
·1dren 6-With friends
7-Alone
D
D F4. Usual living arrangements
1-With sexual partner and chi
2-With sexual partner alone
3-With children alone
4-With parents
&-Controlled environment
9-No stable arrangement
5-With family
representative of the past 3 years. • Choose arrangements most
If there is an even split in tim
choose the most recent arran
e between these arrangements,
gement
FS. How long have you lived in these ITJ/OJ
arrangements? (Years/Months)
• If with parents or farm1y, sin ce age 18.
g in arrangements from Question F4. • Code years and months livin
F6. Are you satisfied with thes
0-No 1-Indifferent 2-Yes
Do you live with anyone who:
e arrangements?
F7. Has a current alcohol probl em? 0-No 1-Yes
F8. Uses nonprescribed drugs, or abuses prescnoed
drugs? 0-No 1-Yes
F9. With whom do you spend m
1-Family 2-Friends 3-Alone
ost of your free time?
D
D
D
D
onsidered as family by patient, then • If a girlfriend/boyfriend is c
the patient must refer to that
section, not as a friend.
person as "family" throughout this
· g your free time this way? D FlO. Are you satisfied with spendin
0--No !-Indifferent 2-Yes
dicate that the person generally likes • A satisfied response must in
the situation. Refers to Questi onF9.
Fll. How many close friends do you have? D
• Stress that you mean close. Exclude family members.
These are "iecipn)cal" relati onships or mutually supportive
relationships.
Would you say you have had a close, long-lasting,
personal relationship with any of the following people
in your life:
Fl2. Mother D Fl5. Sexual partner/ D spouse
Fl3. Father D F16. Children D
D D F14. Brothers/ Fl7. Friends
sisters
0 = Clearly No for all in class X =Uncertain or
"I don't know"
1 = Clearly Yes for any in class N =Never had a relative
in category
FAMILY/SOCIAL COMMENTS
(Include question number with your notes)
-
190
FAMILY/SOCIAL (cont)
Have you had significant peri
experienced serious problems
ods in which you have
getting along with:
0-No 1-Yes Past 30 days In Your Life
FIS. Mother
F19. Father
F20. Brother/sister
· F21. Sexual partner/spouse
F22. Children
F23. Other significant family
(specify)----
F24. Close friends
F25. Neighbors
F26. Coworkers
• "Serious problems" mean th
endangered the relationship
ose that
of some • A "problem" requires contact
sort, either by telephone or in person.
D
D
D
D
D
D
D
D
D
Has anyone ever abused you? 0-No 1-Yes
D
D
D
D
D
D
D
D
D
Past 30 days In Your Life
F27. Emotionally D D
• Made you feel bad through
harsh words.
F28. Physically D D
D D
• Caused you physical harm.
F29. Sexually
• Forced sexual advances/acts
How many days in the past 30 days have you had serious
conflicts with:
F30. Your family? D
. y)? F31. Other people (excluding famil D
For Questions F32-35, ask the pati ent to use the Patient's Rating Scale.
How troubled or bothered have you been in the past 30 days by:
F32. Family problems?
F33. Social problems?
eatment or· counseling for: How important to you now is tr
F34. Family.problems
for· counseling for family • Patient is rating his or her need
problems, not whether the p atient would be willing to ~d.
F35. Social problems
ek treatment for such social
D
D
D
D
ility to socialize, and dissatisfaction
• Include patient's need to se
problems as loneliness, inab
with friends. Patient rating sh
conflicts, or other serious pro
ould refer to dissatisfaction,
blems.
Interviewer Severity Rating
F36. How would you rate the patient's need D for family and/or social ~ounseling?
Confidence Rating
Is the above information significantly distorted by:
F37. Patient's misrepresentation? 0-No 1-Yes D
F38. Patient's inability to understand? 0-No 1-Yes D
F.AJ\ffi.,Y/SOCIAL COMMENTS (cont)
(Include question number with your notes)
i
191
(
PSYCHIATRIC STATUS
How many times have you been treated for any psychological
or emotional problems:
P 1. In a hospital or inpatient setting? rn
P2. Outpatient/private patient? rn
• Do not include substance abuse, employment, or family
counseling. Treatment episode = a series of more or less
continuous visits or treatment days, not the number of
visits or treatment days.
• Enter diagnosis in comments if known.
P3. Do you receive a pension for a psychiatrlc disability? D
0-No 1-Yes
Have you had a significant period of time
{that was not a direct result of alcohol/drug use)
in which yon have: 0-No 1-Yes Past 30 days. In Your Life
P4. Experienced serious depression, D -D
sadness, hopelessness, loss of interest,
difficulty with daily functioning?
PS. Experienced serious anxiety/tension-D D were uptight, unreasonably worried,
unable to feel relaxed?
P6. Experienced hallucinations-saw thiilgs D D or heard voices that others didn't see/hear?
P7. Experienced trouble understanding, D D concentrating, or remembering?
P8. Experienced trouble controlling D D violent behavior, including episodes of
rage or violence?
• Patient can be under the influence of alcohol/drugs.
'
P9. Experienced serious thoughts of suicide? D D • Patient seriously considered a plan for
taking his or her life. Patient can be under
the influence of alcoholld.nlgs.
PIO. Attempted suicide? D D • Include actual suicidal gestures or attempts.
• Patient can be under the influence of alcohol/drugs.
P 11. Been prescnbed medication for any D D psychological or emotional problems?
• Prescnoed for the patient by a physician.
Record "Yes" if a medication was prescnoed
even if the patient is not taking it
Pl2. How many days in the past 30 days have you rn experienced these psychological or emotional
problems?
• This refers to problems .noted in Questions P4-Pl 0.
For Questions Pl3-Pl4, ask the patient to use the Patient's
Rating Scale.
Pl3. How much have you been troubled or D
bothered by these psychological or emotional
problems in the past 30 days?
• Patient should be rating the problem days from
Question Pl2.
P14. How important to you now is treatment for O
these psychological or emotional problems?
192
PSYCHIATRIC STATUS COMMENTS
(Include question number with your comments)
PSYCHIATRIC STATUS (cont.)
The following items are to be completed by the interviewer:
At the time of the interview, the patient was: 0--No 1-Yes
PIS. Obviously depressed/withdrawn D
Pl6. Obviously hostile D
Pl7. Obviously anxious/nervous D
Pl8. Having trouble with reality testing, thought D
disorders, paranoid thinking
Pl9. Having trouble comprehending, concentrating, D
remembering
P20. Having suicidal thoughts D
Interviewer Severity Rating
P21. How would you rate the patient's need for
psychiatric/psychological treatment?
Confidence Rating
Is the above information significantly distorted by:
D
P22. Patient's misrepresentation? 0-No 1-Yes D
P23. Patient's inability to understand? O:....No 1-Yes D
193
PSYCHIATRIC STATUS COMMENTS (cont.)
(Include question number with your notes)
,.. -..
ASI Treatment Plan
(ASVDENS Format)
~lient Name: .
·::u«w>''\.:',•:i:•,• .. ,, .. ,, 'Pi'Obkirii.
.GO&Is .
NJJ_te:~ll : mav not have
Client Signature/Date
Counselor ~; .. ,
!:Individual
R=Reading
G=Group
M=Medla
Tr&atmant Planning M.A.T.R.S.:
Client Problem Plan -Alcohol & Drug
Counselor Name:
'·.:··T::: ... ;y•:.··.'}.L :···. ;···i•: .• ·•.: ;';:'•' ·":•. . :
. .. · ·.··. : .· .. ·····
I in everv area
F=Family
V=Videotapo
Service Codes
C=Couples P=Psychoeduca1ional
A=Audlotape A=Aelerml
I-I=Homawork
Workshop 2 -Handout 3
UtDizlng the AddiCtion Severity Index (ASI): Making Required Data Collection Useful
2!12!2015 Self-Assessments I Student Affairs
CAREER DEVELOPMENT CENTER
C.) ;\il Slarifofd
Search
Self-Assessme11ts
The essence of career planning is finding a fit between who you are and an environment that suits you. The first step is to assess
your motivations, interests, and talents. Career planning is not a one-time event, but a dynamic, on-going process as you learn
and respond to change, within yourself and in the organizations with which you work.
Career Inventories and Worksheets will help you:
Crystallize what you want to do and what is important to you
Improve self-understanding and build better relationships with others
Increase your chances of career success by considering appropriate options
Articulate your strengths in cover letters, interviews, etc.
T.R.E.E. (Tools for career Readiness, Exploration, and
Evaluation)
Try out our online tool, I.~§.§_. It includes a series of interactive career activities, steps and tips
!'or:
Do you know your
career path?
Try out our online tool to find
your way: ... T..f3..~~.
Learning about your career goals, values, and interests
Exploring various career options
Conducting a search for jobs and internships
It will move you through the career process, and the work you do will greatly benefit you while searching for an internship or job.
Consider
General
Notes
Your
Interests
When using the worksheets, make The inventories will not provide you with the "answers" to what you
sure you note the insights you have should do, and they do not measure aptitude or intelligence. However,
about yourself and the world of work. they will help you understand more about your own personality,
You will find it helpful to discuss these interests, skills, and values.
with a friend, family member, or
career counselor.
You may also like T.R.E.E. , an
online system whid1.has .. a .. series of
activities and guided reflections
related to all of the criteria below, and
more.
.9..!.~.~~ .. ~9. ... 9..!.~E!fY..J.!.l~~.r.~.?.~~ (pdf)
Start thinking about what
interests you and what is
important to you. Answer
Instructions: To take an online inventory, you will need directions and
passwords from a career counselor. You can email your specific career
counselor or get this information in an appointment. To get your results,
you will need to schedule a 30 or 45 minute appointment with your
career counselor. The results take some explanation for you to get the
most out of them.
To make an appointment, log in to your .9..?..~.~.!!.!.§.1 ... 9?..r.~~.r.~ account.
Strong Interest Inventory
The Strong Interest Inventory measures your level of interest in
occupational areas, activities, school subjects, and work
environments. It then compares your interests with working
https://studentaffairs.stanford.edu/cdc/identi /self-assessments
2/12/2015 Self-Assessments 1 Student Affairs
questions such as "What would
you go out and do if you knew
you would not fail?"
professionals in a wide variety of occupations. This assessment is
taken online.
Career Interests Sort
.?. ... ~iY..t-:.~ (pdf)
Imagine you have five lifetimes
to live. What would you do?
What are your dream jobs?
.q9..~.t.:.~r. .. ~~~~.~. (pdf)
A list of sample career areas to
This fun and user-friendly item sort is a great way to begin looking
at your options. Do you know what you want to be when you grow
up? Complete this activity and start to find out. This activity is
available through T.R.E.E. (see above.)
start the brainstorming process.
Your
Personality
Your Skills
Your Values
Personal Traits and Qualities ................................................................................
(pdf)
Choose from the list those
qualities that fit for you and give
examples .
. ~r..t-:.f.t-:E~~2 ... Y.Y.9.!.~ .. ~!Y.!~. (pdf)
Identify how your personality
plays out at work.
Skills Worksheet (pdf)
f"flls .. ii\iorksfle.efcan help you identify
the skills you have and narrow the list
of skills you want to use in the future
.Y..?.:!.~~.~ .. Y.Y.!?.!..~~.~.~.~.! (pdf)
Motivation and fullfillment are other
areas to consider when exploring
career options. This worksheet can
help you identify what is important to
you in the world of work.
Work Work Environment Worksheet (pdf)
Environment Woufcfyo.l:illke.to .. work.to·r·iii"hig
Your
Strengths
company or small company? Would
you like to work for a well established
organization or a start-up?
Input from Others Worksheet (pdf)
'f"o.dei/"eiOp··a··c:ampTefe···p-ldure of who
you are and how you work best, it is
important to get input from others.
< Decision Making
CDC CAREER COMMUNITIES
https:J/studentaffairs.stanford.edu/cdc/identify/self-assessments
Myers-Briggs Type Indicator
The MBTI indicates your personality preferences. It also provides
feedback on work settings and various careers where your personality
type might be either a complement or a challenge. This assessment is
taken online.
SkiiiScan Card Sort
This inventory features a hands-on card sort to help pinpoint your
strengths and skill preferences. It provides you with words to help define
your skills for resumes and cover letters, and for your own career
decision-making. This card sort is taken with a counselor or in a
workshop.
Values Sorting
This useful activity helps you identify your work-related and life values.
It's important to define your values in order to make successful career
choices in line with what matters to you. This activity is available through
T.R.E.E. (see above) and can be discussed with a counselor.
Myers-Briggs Type Indicator
The MBTI can help you understand your preferences for work
environments. See description above.
StrengthsQuest
StrengthsQuest helps you uncover your natural talents and understand
and develop your strengths. You begin with a 30-minute online
assessment and then receive a customized report detailing your top five
talent themes along with action items to put these themes to work in
school, career, and beyond. This assessment is taken online.
up See What Alumni Are Doing >
4
Clues For Clarifying Your Interests
Learning your own unique pattern of interest, motivation, satisfaction
and meaning is an important first step in career development. Fill out
the questions below to help discern your unique pattern.
* What classes or subject areas fascinate and absorb you?
* What careers have you considered throughout your lifetime that continue to pique
your interest?
* If you won the lottery, what might you do {after initial celebration, travel, etc.)?
* What is the most gratifying thing you have accomplished?
* What would you go out and do if you knew you would not fail?
* What are your goals and dreams? Include short-term and long-term.
Career Development Center, Stanford University
If you had 5 Lives, what would you do with your time?
Occupation titles are not necessary. Detailed descriptions
work best. Example: Live in a house that allows artists to work on projects
while having a place to stay. Write stories on the side and travel most of the time.
#1
#2
• #3
#4
#5
•
•
•
List of Career Areas and Occupations
Circle any of the career areas and occupations you'd like to explore.
This is not a comprehensive list-it is a place to start.
To learn more about these areas, visit the CDC's Resource Center with books and
on-line resources for each of these categories.
Arts I Media I
Communications
Entertainment
Radio Broadcasting
Television Broadcasting
Journalism
Editing I Writing
Book Publishing
Magazine Publishing
On-line Publishing
Technical Writing
Museums
Archivists
Curators
Architecture
Culinary Arts
Commercial Art
Fine Art
Photography
Performing Arts
Music
Design
Arts Administration
Business
Marketing
Advertising
Public Relations
Business Development
Finance
Accounting
Sales
Management Consulting
Human Resources
Real Estate
Hotel Management
Insurance
Fashion Industry
Retail
Actuary
Statistics
Mathematics
Sports Industry
Education
Teaching K-12
University I College
Administration
School Counselor
Research
Library Science
Coaching
Engineering I Computer
Science
Mechanical Engineering
Electrical Engineering
Civil Engineering
Chemical Engineering
Aerospace Engineering
Manufacturing and
Production
Information Technology
System Administration
Computer Science
Product Design
Transportation
Urban I Regional Planners
Environment
Environmental Science
Geology
Geography
Anthropology
Outdoor Education
Conservation
Energy
Forestry
Wildlife
Parks
Recreation
Health Sciences I Biotech
Health Care
Physician
Nurse
Pharmacist
Physical Therapist
Health Sciences I Biotech
continued
Dietitian
Dentist
Alternative Medicine
Hospital Administration
Pharmaceutical
Manufacturing
Biology
Chemistry
Veterinary Science
Public Health Administration
International
Language I Translation
Travel Agent, Guide
Foreign Service
International Public Service
Programs
International Trade
Law
Attorney
Judge
Paralegal
Public Service Law
Lobbyist
Corporate Law
Public Service
Social Work
Psychology I Counseling
Clergy
Non-profit Administration
Non-profit Service
State and Local Government
Federal Government
National Security (CIA, FBI,
NSA, Military)
Policy
Politics
Career Development Center, Stanford University
Personal Traits and Qualities
Identifying your personal traits and qualities is not only helpful in focusing your career search,
but can also be helpful as a marketing tool during interviews. Your personal traits and
qualities are developed in childhood and through life experiences. To learn more about them,
consider feedback from friends and co-workers, evaluations from managers, and various
experiences from throughout your life.
Attitude
positive
action oriented
straightforward
open minded
realistic
objective
caring
imaginative
other __ _
Circle the traits and qualities that fit you.
Personal
Style
assertive
motivated
energetic
independent
responsible
persevering
flexible
calm
other __ _
Interpersonal
Style
humorous
tactful
adventurous
enthusiastic
cooperative
competitive
other ---
Work Habits
efficient
dependable
resourceful
detail oriented
take initiative
decisive
risk taker
other ---
Choose five of the traits and qualities that are most representative of you and give a
specific example of how you developed or experienced each of them.
Trait Example
1.
2.
3.
4.
5.
Career Development Center, Stanford University
Preferred Work Style
Your work style is made up of your personality and work environment preferences. Most people find
work most satisfying when it fits their own personal style. It is helpful to consider your work style
when you conduct informational interviews by asking about the preferences that are important to you.
Mark with an 'X" the point on each line below where you see yourself.
Try to resist choosing the middle and take a stand-it may yield a useful insight.
3 2 0 2 3
on a team I I I I I independently or one-on-one
3 2 0 2 3
meeting new people working with the same people
3 2 0 2 3
ideas and data I I I I I mostly with people
3 2 0 2 3
practical, concrete complex, theoretical ones
problems
3 2 0 1 2 3
use logic and provide understanding and
an objective approach a subjective approach
3 2 0 2 3
structured environment changing, flexible one
3 2 0 2 3
project oriented work I I I I I more relaxed,
with deadlines open ended results
3 2 0 2 3
play it safe take risks (can be physical or
intellectual risks)
After completing this chart, consider questions you might ask during an informational interview.
Sample questions may include:
• "How much of your time do you spend working with a team?"
• "Do your projects have specific deadlines, or do you work on your own timeline?"
• "Do people at your office have a structured work day, or do they have flexibility with hours
and projects?"
Your work style can also be used when making decisions about various job opportunities.
Ask yourself how many and which of your preferences will be met?
Career Development Center, Stanford University
\
Functional Skills: Knowing Your Strengths
Functional skills are competencies that are transferable to many different work settings.
Developing a list of the functional skills you have and most enjoy using can help you focus
on positions that would fit your talents and provide more satisfaction.
Underline all those skills you have, and then circle the top 10 underlined skills you
would enjoy using most. After completing this section, proceed to the next page.
Communication Organization Management Research & Investigation Exchange, convey, and express Direct and guide a group in Search for specific knowledge. knowledge and ideas. completing tasks and attaining analyze ideas write goals. analyze data edit solve problems research summarize time management investigate
verbal communication make decisions read for information listen lead interview for information facilitate discussion meet deadlines gather data consult supervise evaluate teach motivate critical thinking train recruit synthesize information sell resolve conflicts observe
promote mediate outline
use languages initiate projects formulate hypotheses interview organize develop theory ask questions coordinate calculate/compare
make presentations handle logistics
negotiate put theory into practice Human Service
think on one's feet delegate Attend to physical, mental or
conversational ability give directions social needs of people.
entertain, perform assume responsibility interpersonal skills host determine policy group process
deal with public interpret policy sensitivity to needs
public speaking apply policy empathize
teamwork set priorities counsel
strategize advocate
Information Management use intuition
Arrange and retrieve data, Design & Planning coach
knowledge, and ideas. Imagine the future and develop a provide care
math skills process for creating it.
organize information anticipate problems Physical
manage information plan Use hands or tools to build,
keep records conceptualize repair, and invent.
attend to details design build
logical ability display construct
develop systems layout/format invent
categorize design programs operate equipment
summarize anticipate consequences repair
streamline systems brainstorm new ideas restore
monitor think visually
improvise
use physical coordination
compose
adapt
create images
Career Development Center, Stanford University
Functional Skills continued
Write your top 10 skills in the space below with a brief example of how you have
used this skill in a job, internship, extracurricular activity, or class. This provides a
central theme for focusing your job search and preparing for interviews.
Your Top 10 Preferred
Functional Skills
Example of how you used this skill
Career Development Center, Stanford University
Clarifying Your Work Values:
Knowing What's Most Important to You
Values are a set of standards that determine attitudes, choices, and action. Mapping
your value priorities can help lay important groundwork for making sound career
decisions that fit your unique pattern of values, interests, and talents. Work-related
values underlie our choices about work. Some people value creativity; others place a
premium on income or contributing.
Workplaces are becoming more collaborative, and people are increasingly looking
not just for jobs, but also for organizations whose values and culture align with their
own. By the same token, the most effective organizations attract people who already
share most of their key values. Discussing your values in an appointment with a
career counselor can help you focus and choose work environments and positions
that are the best fit for you.
Underline all the values most important in your worklife for the next few years. Then
narrow down the list and circle the top ten values that are absolutely essential to express
or satisfy in your work. Prioritize those top ten and define them on the next page.
Work Content Work Setting Work Intrinsic Values
challenging flexibility Relationships integrity
leading deadline pressure teamwork status
competence surroundings trust prestige
mastery time freedom cultural identity achievement
risk security caring respect
leading edge high earnings competition responsibility
detail-oriented action-oriented cooperation power
social activism structure diversity influence
learning relaxed pace collaboration appreciation
excellence casual humor helping
focus quiet harmony belonging
creativity organized autonomy community
variety excitement recognition equality
growth pressure support independence
knowledge predictability open contributing
control location communication service
adventure public contact people contact authenticity
helping comfortable independence commitment
initiating income fun balance
honesty
other values: having an impact
fairness
Career Development Center, Stanford University
---------~---~---~---~---------------.
Values continued
Your Top 10 Values Your definition of each value
Career Development Center, Stanford University
Work Environment
It is important to note the specific criteria you are seeking in a work environment
as you consider various career paths and again as you evaluate actual job
opportunities.
Circle and/or describe the criteria that fit for you and
write in any others that are important.
Organizational Surroundings Type of Organization
formal small
relaxed large
outdoor established
indoor new
other other
Atmosphere Work Hours
fast-paced long
calm short
friendly flexible
hard-working set
other specify
Location Salary
cities/countries required salary
near family/friends desired salary
commute time willing to travel benefits
cost of living incentives and bonuses
additional lifestyle factors moving expenses
other other
Interaction with others Supervision
work alone close style of management
work with customers independent style
work in teams team-oriented
socialize with co-workers regular feedback
other other
Types of Opportunities Additional factors
advancement travel
training reputation of organization
mentors purpose and mission of organization
other other
Summarize your identified work environment preferences.
Career Development Center, Stanford University
Input From Others: Feedback Sheet
To develop a complete picture of who you are and how you work best, it is important to
get input from others. Ask three friends, relatives, work peers, or supervisors to give you
feedback on the following questions. Summarize what they say on this form and discuss
your results with a career counselor.
What do you see as the major strengths of my personality?
What are my most marketable skills?
What kind of work environments do you think would best suit me?
Career Development Center, Stanford University
STRENGTHS NEEDS ABILITIES PREFERENCES
SURVEY FOR
Name: Client ID #: ------------------------Program: _____ _
At LifeStream we believe that each person has the strengths and abilities needed to solve
their own problems or to recover from the difficulties in their lives. You might be
seeking recovery from mental health problems, substance abuse, behavior problems or
other life challenges. By answering these questions you can help us understand your
individual needs and choices and what talents and skills you have that you could use to
make the changes you want.
s
N
A
p
READY?
Consumer
Everyone has strengths like patience, education, faith, a good home or other things that
they can use to help them reach their goals. Some of my strengths are:
No one's life is perfect and we might have needs that brought us to LifeStream or that
make our lives harder or keep us from reaching our goals. I need:
We all have abilities or special skills or talents like writing, arts, sports or hobbies that we
are good at doing. These can make our lives better. Some of my talents or abilities are:
Having choices or preferences makes changing or reaching goals a little easier. Choices
could include things like when or where I have my appointments or whether I am part
of a group or working with a counselor alone. My choices or preferences are for:
How ready am I to make changes? Please circle where you are now:
Not ready Unsure Ready Already Trying
1 2 3 4 5 6 7 8 9 10
Thank you for helping us to prepare to help you!
Date LSBC Staff Date
Note: File With Assessment
GEN:650:R:06/11
CONFIDENTIAL AND PRIVILEGED
For Professional Use Only
EXHIBIT 8
Poverello House Addendum #1 to Community Recidivism Crime Reduction Grant
Poverello House is requesting to amend our grant proposal in the following ways.
1. In our initial proposal we requested a full time employee for a period of 1 year, at a cost of $30,000 in
wages and$ $10,123 in benefits. We would like permission to use a part time employee (1040 hours per
year) for a period of 2 years in place of the full time employee. The part time employee would cost
$15,000 in wages and an additional $2,479.56 in employment related expenses (i.e. FICA, Medicare, SUI,
Workers Camp). The total expenditure on the employee for the 2 year period would drop to $34,959.12
from $40,123.
2. The remaining $5,163.41 would be spent on program related expenses such as
• D.U.I. classes
• D.V. classes
• D.M.V. fees
• Employment Training
• Other Client related expenses
3. This proposal increases the term of the services from 12 months to 24 months and the number of
participants served from 12 to 24 over the period of 24 months (two years).
Proposed and submitted by Poverello House, May 12, 2015.
EXHIBIT C
SELF-DEAUNG 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).
EXHIBIT C
(1) Company Board Member Information:
Name: Date:
Job Title:
(2) Company/Agency Name and Address:
(3) Disclosure (Please describe the nature of the self-dealing transaction you are a party to):
(4) Explain why this self-dealing transaction is consistent with the requirements of Corporations Code 5233 (a):
(5) Authorized Signature
Signature: I Date:
I