HomeMy WebLinkAboutAgreement A-18-634 with CSUF Foundation.pdf-1-
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A G R E E M E N T
THIS AGREEMENT is made and entered into this day of November, 2018, by and between
the COUNTY OF FRESNO, a Political Subdivision of the State of California, hereinafter referred to as
"COUNTY", and California State University, Fresno Foundation, a California non-profit corporation, whose
address is 4910 North Chestnut Avenue, Fresno, California 93726, hereinafter referred to as
"CONTRACTOR".
W I T N E S S E T H:
WHEREAS, the COUNTY, through its Department of Public Health (Department), is in need of a
qualified vendor to provide public health program evaluation services for its local oral health program; and
WHEREAS, the COUNTY has issued Request for Proposals (RFP) No. 18-054 and Addendum
One (1) thereto (collectively referred to herein as COUNTY’s Revised RFP), for the above stated evaluation
services, which are on file and incorporated herein by this reference and made part of this agreement; and
WHEREAS, the CONTRACTOR submitted a Proposal in response to the Revised RFP, which is on
file and incorporated herein by this reference and made part of this agreement; and
WHEREAS, the COUNTY received no other Proposals in response to the Revised RFP; and
WHEREAS, the COUNTY has evaluated the CONTRACTOR’s Proposal in response to the
Revised RFP and has determined the CONTRACTOR to be a responsive, responsible bidder whose
Proposal meets the COUNTY’s needs.
NOW, THEREFORE, in consideration of the mutual covenants, terms and conditions herein
contained, the parties hereto agree as follows:
1. OBLIGATIONS OF THE CONTRACTOR
CONTRACTOR shall perform all services and fulfill all responsibilities as described in Exhibit A,
attached hereto and incorporated herein by this reference, for the duration of this Agreement.
2. OBLIGATIONS OF THE COUNTY
COUNTY shall, to the extent reasonable and practical as determined by COUNTY’s Director of
the Department or his or her designee, assist and cooperate with CONTRACTOR in the performance of
CONTRACTOR’s services described in this Agreement. Such cooperation and assistance may include,
6th
Agreement No. 18-634
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but not necessarily be limited to: (i) participating in the Fresno Community Health Improvement
Partnership, the Oral Health Coalition Advisory Committee, and other local collaborative workgroups as
necessary to recommend policy and programmatic strategies and direction; (ii) providing data
resources, including Department-collected data, Department epidemiological services, and the
Conduent Health Communities Institute community health dashboard, and (iii) disseminating findings of
the health assessment and improvement plan reports.
3. TERM
The term of this Agreement shall commence upon execution and terminate on June 30, 2021,
inclusive. This Agreement may be extended for two (2) additional consecutive twelve (12) month periods
upon written approval of both parties no later than thirty (30) days prior to the first day of the next twelve
(12)month extension period. The Director or his or her designee is authorized to execute such written
approval on behalf of COUNTY based on CONTRACTOR’S satisfactory performance.
4. TERMINATION
A.Non-Allocation of Funds - The terms of this Agreement, and the services to
be provided hereunder, are contingent on the approval of funds by the appropriating government
agency. Should sufficient funds not be allocated, the services provided may be modified, or this
Agreement terminated, at any time by giving the CONTRACTOR thirty (30) days advance written
notice.
B. Breach of Contract - The COUNTY may immediately suspend or terminate this
Agreement in whole or in part, where in the determination of the COUNTY there is:
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 COUNTY;
4)Improperly performed service.
In no event shall any payment by the COUNTY constitute a waiver by the COUNTY of any breach
of this Agreement or any default which may then exist on the part of the CONTRACTOR. Neither shall such
payment impair or prejudice any remedy available to the COUNTY with respect to the breach or default.
The COUNTY shall have the right to demand of the CONTRACTOR the repayment to the COUNTY of any
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funds disbursed to the CONTRACTOR under this Agreement, which in the judgment of the COUNTY were
not expended in accordance with the terms of this Agreement. The CONTRACTOR shall promptly refund
any such funds upon demand.
C. Without Cause - Under circumstances other than those set forth above, this
Agreement may be terminated by COUNTY or CONTRACTOR upon the giving of thirty (30) days advance
written notice of an intention to terminate the other.
5.COMPENSATION/INVOICING
COUNTY agrees to pay CONTRACTOR and CONTRACTOR agrees to receive compensation as
described in Exhibit B. CONTRACTOR shall submit monthly invoices to the County of Fresno Department
of Public Health within thirty (30) days of the end of the preceding month. CONTRACTOR invoices shall
include all proper supporting documentation, including but not limited to receipts, invoices and work orders.
In no event shall services performed under this Agreement be in excess of $195,894.00 during the
period of November 6, 2018 through and including June 30, 2021. In no event shall services performed
under this Agreement be in excess of $50,000 during each of the two (2) possible one (1) year extensions.
It is understood that all expenses incidental to CONTRACTOR'S performance of services under this
Agreement shall be borne by CONTRACTOR.
6.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
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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.
7. MODIFICATION
Any matters of this Agreement may be modified from time to time by the written consent of all the
parties without, in any way, affecting the remainder.
Notwithstanding the above, changes to line items in Exhibit B that do not exceed ten percent (10%)
of the maximum compensation payable to the CONTRACTOR may be made with the written approval of
COUNTY’s Department Director or his or her designee. Said budget line item changes shall not result in
any change to the maximum compensation about payable to CONTRACTOR, as stated herein.
8.NON-ASSIGNMENT
Neither party shall assign, transfer or sub-contract this Agreement nor their rights or duties under
this Agreement without the prior written consent of the other party.
9.HOLD HARMLESS
To the extent of CONTRACTOR’s fault, 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 (including attorney’s fees and costs), 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 (including
attorney’s fees and costs), 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.
10.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
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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 Two Million Dollars
($2,000,000.00) per occurrence and an annual aggregate of Four Million Dollars ($4,000,000.00). 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 of not less than One Million Dollars
($1,000,000.00) per accident for bodily injury and for property damages. Coverage should include any auto
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.
D.Worker's Compensation
A policy of Worker's Compensation insurance as may be required by the California Labor
Code.
E. Additional Requirements Relating to Insurance
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.
CONTRACTOR hereby waives its right to recover from COUNTY, its officers, agents, and
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employees any amounts paid by the policy of worker’s compensation insurance required by this
Agreement. CONTRACTOR is solely responsible to obtain any endorsement to such policy that may be
necessary to accomplish such waiver of subrogation, but CONTRACTOR’s waiver of subrogation under
this paragraph is effective whether or not CONTRACTOR obtains such an endorsement.
Within Thirty (30) days from the date CONTRACTOR signs and 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, (Name and Address of the official who will
administer this contract), 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 issued by admitted insurers licensed to do business in the State of California,
and such insurance shall be purchased from companies possessing a current A.M. Best, Inc. rating of A
FSC VII or better.
11.AUDITS AND INSPECTIONS: The CONTRACTOR shall at any time during business
hours, and as often as the COUNTY may deem necessary, make available to the COUNTY for examination
all of its records and data with respect to the matters covered by this Agreement. The CONTRACTOR
shall, upon request by the COUNTY, permit the COUNTY to audit and inspect all of such records and data
necessary to ensure CONTRACTOR'S compliance with the terms of this Agreement.
If this Agreement exceeds ten thousand dollars ($10,000.00), CONTRACTOR shall be subject to
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the examination and audit of the Auditor General for a period of three (3) years after final payment under
contract (Government Code Section 8546.7).
12. NOTICES
The persons and their addresses having authority to give and receive notices under this Agreement
include the following:
COUNTY CONTRACTOR
COUNTY OF FRESNO CSUF FOUNDATION
Director, Department of Public Health Executive Director
P.O. Box 11867 4910 N. Chestnut Ave.
Fresno, CA 93775 Fresno, CA 93726
All notices between the COUNTY and CONTRACTOR provided for or permitted under this
Agreement must be in writing and delivered either by personal service, by first-class United States mail, by
an overnight commercial courier service, or by telephonic facsimile transmission. A notice delivered by
personal service is effective upon service to the recipient. A notice delivered by first-class United States
mail is effective three COUNTY business days after deposit in the United States mail, postage prepaid,
addressed to the recipient. A notice delivered by an overnight commercial courier service is effective one
COUNTY business day after deposit with the overnight commercial courier service, delivery fees prepaid,
with delivery instructions given for next day delivery, addressed to the recipient. A notice delivered by
telephonic facsimile is effective when transmission to the recipient is completed (but, if such transmission is
completed outside of COUNTY business hours, then such delivery shall be deemed to be effective at the
next beginning of a COUNTY business day), provided that the sender maintains a machine record of the
completed transmission. For all claims arising out of or related to this Agreement, nothing in this section
establishes, waives, or modifies any claims presentation requirements or procedures provided by law,
including but not limited to the Government Claims Act (Division 3.6 of Title 1 of the Government Code,
beginning with section 810).
13.NON-DISCRIMINATION
During the performance of this Agreement, CONTRACTOR shall not unlawfully discriminate against
any employee or applicant for employment, or recipient of services, because of race, religious creed, color,
national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital
status, sex, gender, gender identity, gender expression, age, sexual orientation, military status or veteran
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status pursuant to all applicable State of California and Federal statutes and regulation.
14. GOVERNING LAW
Venue for any action arising out of or related to this Agreement shall only be in Fresno County,
California.
The rights and obligations of the parties and all interpretation and performance of this Agreement
shall be governed in all respects by the laws of the State of California.
15.DISCLOSURE OF SELF-DEALING TRANSACTIONS
This provision is only applicable if the CONTRACTOR is 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 this
agreement. 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
Self-Dealing Transaction Disclosure Form, attached hereto as Exhibit C and incorporated herein by
reference, and submitting it to the COUNTY prior to commencing with the self-dealing transaction or
immediately thereafter.
16.ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the CONTRACTOR and COUNTY with
respect to the subject matter hereof and supersedes all previous Agreement negotiations, proposals,
commitments, writings, advertisements, publications, and understanding of any nature whatsoever unless
expressly included in this Agreement. In the event of any inconsistency in interpreting the documents which
constitute this Agreement, the inconsistency shall be resolved by giving precedence in the following order
of priority: (1) the text of this Agreement (excluding Exhibits A through C, the COUNTY'S Revised RFP and
the CONTRACTOR'S Proposal in response thereto); (2) Exhibits A through C; (3) the COUNTY'S Revised
RFP and (4) the CONTRACTOR's Proposal in response to COUNTY'S Revised RFP.
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17.SEVERABILITY
The provisions of this Agreement are severable. The invalidity or unenforceability of any one
provision in the Agreement shall not affect the other provisions.
18. CONFIDENTIALITY
All services performed by CONTRACTOR under this Agreement shall be in strict conformance with
all applicable Federal, State of California and/or local laws and regulations relating to confidentiality.
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1 IN WITNESS WHEREOF, the partie~ hereto have executed this Agreernent as of the day and year
2 first hereinaboye written.
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4 ·CONTRACTOR COUNTY OF FRESNO
5 I r+-"'~:....--,-~..____-,L!.------'--
(J\Uth rize ·i · fore}
6 Keith Kompsi, Dire~tor Foundation Financial Service&· Su
7 James Marshall Dean of Research and Graduate Studies
Print Name 8' Title · ·
hairperson of the Board of
. the County of Fresno
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4910 N. Ohestn.utAve. M/SOF123
Fresno, c~ 9.3726
1 Q Mailing.Addr'e$S
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Hi FOR ACCOUNTING US!; ONLY:
17 · ORG No.:
18. , ,Acc:otmt Nb.:
Requisition t-,jo.:
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.562Q1553
·7295
18-054
ATTEST,:
Bernice E. Seidel
Clerk of the Board·of Supervisors
County of Fresno, State ofCalifornta
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Exhibit A Page 1 of 5 Objective 1: By December 31, 2019, build capacity and engage community stakeholders to provide qualified professional expertise in dental public health for program direction, coordination, and collaboration. # Activity Description Timeline Deliverable/Performance Measure 1.9 Develop tools to conduct key informant interviews, focus groups, or Knowledge, Attitude and Belief surveys of key stakeholder and organizations to determine understanding and priority of addressing oral health and tobacco use issues. 11/6/18‐12/31/19 Survey tool(s)Analysis report1.E.1 Working with the Assessment Plan Contractor (APC), conduct qualitative analysis to determine effectiveness of trainings and community organizing approaches to capacity building. 11/6/18‐12/31/19 Tool to measure effectiveness of trainingsand community organizingSummary report of findings using this tool1.E.2Develop satisfaction survey for Oral Health Coalition (OHC) membership to determine OHC progress, recommendations and future direction of the LOHP and strategies to address challenges. 11/6/18‐12/31/19 Analysis of satisfaction survey whichinclude quantitative measures to assessnetwork density or involvement andrecommendations for improvementCopy of survey tool developedObjective 2: By December 31, 2019, assess and monitor social and other determinants of health, health status, health needs, and health care services available to California communities, with a special focus underserved areas and vulnerable population groups. # Activity Description Timeline Deliverable/Performance Measure 2.2 Conduct an assessment of available data to determine Fresno County health status, oral health status, tobacco use status, tobacco related health needs, and available dental and health care services to resources to support the underserved areas and vulnerable population groups. 11/6/18‐06/30/19 Inventory of available primary andsecondary data2.3 Working with the APC, identify and plan the needs assessment strategy based on available resources. Develop needs assessment instrument and train data collectors. 11/6/18‐06/30/19 Copy of the needs assessment instrument2.5 Working with the APC, determine the need for primary data. 11/6/18‐06/30/19 Summary of analysis conducted and gaps inprimary data2.6 Working with the APC, identify resources. 11/6/18‐06/30/19 List/summary of data resources identifiedto fill gaps
Exhibit A Page 2 of 5 2.7 Working with the APC, select methods. 11/6/18‐06/30/19 Copy of work plan developed to conductthe community needs assessment2.E.1 Work with the APC to analyze data and prepare summary analysis. APC will solicit community feedback, summarize feedback and send it back. Revise summary report including APC collected feedback. 11/6/18‐12/31/19 Summary analysis reportRevised summary reportObjective 4: By December 31, 2019, develop a community health improvement plan (CHIP) and an action plan to address the oral health and tobacco use needs of underserved areas and vulnerable population groups for the implementation phase and to achieve the state oral health and tobacco health related objectives. # Activity Description Timeline Deliverable/Performance Measure 4.6 Identify action steps: What action or change will occurWho will carry it outWhen will it take place, and for how longWhat resources (e.g., money, staff) are needed to carry out thechangeCommunication (who should know what)Collaborate with APC to outline a CHIP.11/6/18‐12/31/19 CHIP developed by workgroup thatidentifies the “what, who, when, how long,resources, and communication” aspects ofthe Action Plan consistent with the findingsand recommendations from the NeedsAssessment and integrates feedback fromstakeholders who participated in the NeedsAssessment data collectionLogic model aligning objectives and goals4.E.1In consultation with the OHC and APC, identify how the Action Plan addresses the priorities identified in the CHIP; provide a summary of key strategies to address vulnerable populations and how they will help to achieve local and state oral health and tobacco use and health related objectives. Describe impact objectives and key indicators that will be used to determine progress. Community stakeholder review of priorities identified in the CHIP and Action Plan and incorporate community stakeholder feedback. 11/6/18‐12/31/19 Summary Report identifying flow ofinformation between organizations,community and other stakeholders; howorganizational procedures facilitateparticipation; and the strengths,weaknesses, challenges and opportunitiesthat exist in the community to improve thehealth status of the community. Notes withfeedback from community review andcommunity feedback incorporated in CHIPand Action Plan.
Exhibit A Page 3 of 5 Objective 5: By December 31, 2019, develop an Evaluation Plan to monitor and assess the progress and success of the Local Oral Health Program. # Activity Description Timeline Deliverable/Performance Measure 5.2 Develop the Program Logic Model, which will become a common reference point for staff, stakeholders, constituents and CDPH/OHP. 11/6/18‐12/31/19 Copy of the developed Program Logic Model 5.3 Identify program outcome objectives and indicators. 11/6/18‐12/31/19 Documentation of the indicators, sources, quality, quantity, and logistics 5.4 Focus the evaluation design based on selected objectives and justify conclusions based on data analysis. 11/6/18‐12/31/19 Documentation of the purpose, methods, standards, analyses, interpretation, and timeline for the evaluation 5.5 Submit Evaluation Work Plan for Implementation Objectives. 11/6/18‐12/31/19 Copy of the comprehensive Evaluation Plan of Required and selected Implementation Objectives Objective 6: By June 30, 2022*, implement evidence‐based programs to achieve California Oral Health Plan Objectives # Activity Description Timeline Deliverable/Performance Measure 6.E.1 Working with the School Services contractor (TBD), identify process and qualitative indicators for school‐based or school linked programs and determine if progress on evaluation objectives/indicators. 8/01/19‐6/30/22* Evaluation Report identifying if target participation rate was met 6.E.2 Working with the School Services contractor, identify Success Stories to share with local programs, policy‐makers, stakeholders, and the general public to help sustain program efforts. 8/01/19‐6/30/22* Success stories (qualitative case study) and dissemination plan for sharing success stories with partners
Exhibit A Page 4 of 5 Objective 7: By June 30, 2022*, work with partners to promote oral health by developing and implementing prevention and healthcare policies and guidelines for programs, health care providers, and institutional settings (e.g., schools) including integration of oral health care and overall health care. # Activity Description Timeline Deliverable/Performance Measure 7.E.1 Conduct follow‐up with stakeholders to determine effectiveness of training. Identify successful strategies to increase the number of Kindergarten Assessments, challenges, and recommendations. 7/01/20‐6/30/22* Progress reports summarizing successes,challenges, lessons learned, andrecommendations7.E.2 Identify if any new policies developed as a result of efforts. Communicate results of efforts to partners 7/01/20‐6/30/22* List of new policies developed7.E.3Identify Success Stories to share with local programs, policy‐makers, stakeholders, and the general public to help sustain program efforts. 7/01/20‐6/30/22* Success Stories (qualitative case study) anda dissemination plan for storiesObjective 9: By June 30, 2022*, coordinate outreach programs; implement education, health literacy campaigns and promote integration of oral health and primary care. # Activity Description Timeline Deliverable/Performance Measure 9.1.6 Determine outcome measures and establish baseline for implementation of evidence based oral health literacy campaign. 11/6/18‐012/31/19 Evaluation Plan developed9.E.1 Assess pilot implementation and adapt curricula and activities to increase effectiveness. 7/01/19‐6/30/20 Assessment report9.E.2 Conduct follow‐up with stakeholders to determine effectiveness of training. Identify success, challenges, and recommendations. 7/01/20‐6/30/22* Progress reports summarizing successes,challenges, lessons learned, andrecommendations.9.E.3 Conduct follow‐up to determine how many stakeholders have implemented oral health literacy curricula. 7/01/20‐6/30/22* Number of programs that have added anoral health component9.E.4Identify Success Stories to share with local programs, policymakers, stakeholders, and the general public to promote and sustain program efforts. 7/01/20‐6/30/22* Success stories (qualitative case study) anddissemination plan for stories.
Exhibit A Page 5 of 5 Objective 11: By June 30, 2022*, create or expand existing local oral health networks to achieve oral health improvements through policy, financing, education, dental care, and community engagement strategies. # Activity Description Timeline Deliverable/Performance Measure 11.4 Report priority issues identified in the Community Action Plan to the OHC to start the process of addressing issues or problems. 1/1/19‐12/31/19 List of priorities11.5 Advise the OHC in developing an action plan; identify short, medium, long‐term objectives. 1/1/19‐12/31/19 Action plan developed11.E.1 Identify the number of priorities that were addressed, success, challenges, lessons learned and recommendations in an evaluation report. 7/1/20‐12/31/22* Summary in progress reports of successes,challenges, lessons learned, andrecommendations11.E.2Identify Success Stories to share with local programs, policymakers, stakeholders, and the general public to help sustain program efforts. 7/1/20‐12/31/22* Success stories (qualitative case study) anddissemination plan*base contract will be effective through June 30, 2021; activities planned for FY 2021‐2022 are pending contract extension(s) based on performancereviews and available funding
Exhibit BPage 1 of 1Proposal Due:7/1/2018Start date: 8/1/2018 End Date: 6/30/2021 Title: Fresno Local Oral Heath EvalA. Personnel WagesLast NameInitialPosition on GrantBasis of SalaryNumber AcaYr Sal OR Smr OR Stipend rate% of AY Effort OR Summer month#WTU or smr mos per yrPerson monthsYear 111/6/18-6/30/19Year 27/1/19-6/30/20Year 37/1/20-6/30/21Total RequestCapitman J PIAcademic Year ReleaseInkind 0 0$0$0$0$0$0$0$0$0STAFF#Position on GrantCalendar Yr Salary OR hrly rate% Time OR # hrsPerson monthsBengiamin Director$90,000 2%0.24 $1,800 $1,800 $1,800 $5,400Alcala, EProject Manager Y1 50%, Y2 & Y3 30%$45,760 50% 6 $22,880 $13,728 $13,728 $50,336Megally, HY1 30%, Y2 & Y3 15% $49,920 30% NA $12,480 $7,488 $7,488 $27,456Silva, Y Rearsach Assistant Y1 25%, Y2 & Y3 12%$32,800 25% 3 $8,200 $3,936 $3,936 $16,072Lemos-RangelResearch Anaylst Y1 30%, Y2 & Y3 5%$38,000 30% $11,400 $1,900 $1,900 $15,200Flores, M Program Assistant Y1 10%, Y2 & Y3 5%$32,136 10% n/a $3,214 $1,606.80 $1,606.80 $6,427$59,974 $30,459 $30,459 $120,891$59,974 $30,459 $30,459 $120,891Category RateCapitman 0Bengiamin 30% $540 $540 $540 $1,620Alcala, E45% $10,296 $6,178 $6,178 $22,651Megally, H10% $2,068 $1,142 $1,142 $4,353Silva, Y35% $2,870 $1,378 $1,378 $5,625Lemos-Rangel32% $3,648 $608 $608 $4,864Flores, M 35% $1,125 $562 $562 $2,250Subtotal Fringe Benefits$20,547 $10,408 $10,408$41,363TOTAL SALARY AND FRINGE BENEFITS$80,520 $40,867 $40,867 $162,254Local Travel Only $250 $250 $250 $750Subtotal Travel$250 $250 $250 $750F. Other Direct SupportDescriptionInk, paper, copying, etc. $1,416 $1,161 $1,161 $3,739Telephone, internet, etc. $1,200 $1,200 $1,200 $3,600$2,616 $2,361 $2,361 $7,339I. Total Direct Costs$83,386 $43,478 $43,478 $170,342MTDC $83,386 $43,478 $43,478 $170,342Rate:J. Indirect Costs15.0%MTDC$12,508 $6,522 $6,522 $25,551K. Total Proposed Costs$95,894 $50,000 $50,000 $195,894OTHER PERSONNELSenior Personnel (Faculty)Subtotal OtherMaterials and SuppliesY1 $118 per month, Y2 & Y3 $96.75 per month$100 per monthCommunications CalculationITEMIZED BUDGETSubtotal Senior Personnel (Faculty) SalariesSubtotal ALL PersonnelB. Fringe Benefits
Exhibit C
Page 1 of 2
SELF‐DEALING TRANSACTION DISCLOSURE FORM
In order to conduct business with the County of Fresno (hereinafter referred to as “County”),
members of a contractor’s board of directors (hereinafter referred to as “County Contractor”), must
disclose any self‐dealing transactions that they are a party to while providing goods, performing
services, or both for the County. A self‐dealing transaction is defined below:
“A self‐dealing transaction means a transaction to which the corporation is a party and in which one
or more of its directors has a material financial interest.”
The definition above will be utilized for purposes of completing this disclosure form.
INSTRUCTIONS
(1)Enter board member’s name, job title (if applicable), and date this disclosure is being made.
(2)Enter the board member’s company/agency name and address.
(3)Describe in detail the nature of the self‐dealing transaction that is being disclosed to the
County. At a minimum, include a description of the following:
a.The name of the agency/company with which the Corporation has the transaction;
and
b.The nature of the material financial interest in the Corporation’s transaction that the
board member has.
(4)Describe in detail why the self‐dealing transaction is appropriate based on applicable
provisions of the Corporations Code.
(5)Form must be signed by the board member that is involved in the self‐dealing transaction
described in Sections (3) and (4).
Exhibit C
Page 2 of 2
(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: Date: