HomeMy WebLinkAboutAgreement A-20-306 with Justice System Partners.pdfAgreement No . 20-306
1 AGREEMENT
2
3 THIS AGREEMENT ("Agreement") is made and entered into this 18th day of August , 2020 , by
4 and between the COUNTY OF FRESNO , a polit ical subdivision of the State of California , ("COUNTY "),
5 and Justice System Partners (JSP), a Oregon 501 (c)3 nonprofit organization , whose mailing address
6 is P.O . Box 970 , South Easton , Massachusetts 02375 , ("CONTRACTOR").
7 WI T N E S S ETH :
8 WHEREAS , COUNTY Probation Department is in need of a highly experienced vendor to provide
9 implementation services for the evidence based Public Safety Assessment (PSA) Court Tool , authorized by
10 Arnold Ventures ;
11 WHEREAS , COUNTY issued Request for Proposal (RFP) Number 20-054 and Addendum
12 Numbers One and Two (collectively , the "RFP "), which solicited proposals from qualified vendors to provide
13 the aforement ioned services ; and
14 WHEREAS , CONTRACTOR responded to such RFP and represents it is willing and able to provide
15 such implementation services to COUNTY , as provided herein .
16 NOW, THEREFORE, in cons ideration of the mutual covenants, terms and conditions herein
17 contained, the parties hereto agree as follows :
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1. OBLIGATIONS OF THE CONTRACTOR
A . Provide COUNTY with full implementation services of the PSA into the Probation
Department 's case management system , in accordance with the Scope of Work , attached as Exhibit A
and incorporated by this reference .
B. CONTRACTOR will train stakeholders in the purpose , scoring , and use of the
PSA. CONTRACTOR shall assist in the development of a decision-making matrix that will provide a
clear understanding to COUNTY staff of how to use the PSA results to provide an evidence-based
informed release/detention recommendation that effectively manages risk .
C. CONTRACTOR shall collect and maintain required data , validate the PSA Court
Tool on a regular basis , no less often than once every three years , and make specified info rmation
regarding the tool , including validation studies , publicly available via the developed dashboard .
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2. OBLIGATIONS OF THE COUNTY
A. The COUNTY will provide the PSA Court Tool and case management system for
implementation.
B. The COUNTY will assemble an Implementation Team comprised of key
stakeholders to work cooperatively with the CONTRACTOR to manage the implementation and
evaluation of the project.
3. TERM
The term of this Agreement shall be for a period of three (3) years, commencing on August 18,
2020, through and including August 17, 2023. 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 Chief Probation Officer 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, without penalty, 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.
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The COUNTY shall have the right to demand of the CONTRACTOR the repayment to the COUNTY of any
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 upon the giving of thirty (30) days advance written notice of an
intention to terminate to CONTRACTOR.
5.COMPENSATION/INVOICING: COUNTY agrees to pay CONTRACTOR and
CONTRACTOR agrees to receive compensation in accordance with the Cost Summary, attached as
Exhibit B, and incorporated by this reference. CONTRACTOR shall submit monthly invoices in triplicate to
the County of Fresno Probation Department, 3333 E. American Avenue, Suite B, Fresno, CA 93725 or
ProbationInvoices@fresnocountyca.gov.
In no event shall compensation paid for services performed under this Agreement exceed Three
Hundred Fifty Thousand Dollars ($350,000) during the total possible 5-year 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.
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.
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: 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.
The provisions of this Section 9 shall survive termination of 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
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
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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.
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
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
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foregoing policies, as required herein, to the County of Fresno, Probation Business Office, 3333 E.
American Avenue, Suite B, CA 93725, 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 for such worker’s compensation insurance the CONTRACTOR has waived
its right to recover from the COUNTY, its officers, agents, and employees any amounts paid under the
insurance policy and that waiver does not invalidate the insurance policy; 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
the examination and audit of the California State Auditor 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
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under this Agreement include the following:
COUNTY CONTRACTOR
COUNTY OF FRESNO Justice System Partners
Chief Probation Officer Kate Florio, Chief Operating Officer
3333 E. American Ave., Suite B P.O. Box 970
Fresno, California 93725 South Easton, Massachusetts 02375
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. 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.
14. 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
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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 A and incorporated herein by
reference, and submitting it to the COUNTY prior to commencing with the self-dealing transaction or
immediately thereafter.
15. 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.
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1 IN WITNESS WHEREOF , the parties hereto have executed this Agreement as of the day and year
2 first hereinabove written .
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Kate Florio, Chief Operating Officer
Print Name & Title
PO Box 970
South Easton , MA 02375
Mailing Address
FOR ACCOUNTING USE ONLY :
Fund : 0001
Subclass : 10000
ORG : 34309999
Account: 7395
COUNTY OF FRESNO
S,Erne ~~;Me fr.t.c~;n of~
Board of Supervisors of the County of
Fresno
ATTEST:
Bernice E . Seidel
Clerk of the Board of Supervisors
County of Fresno , State of California
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Exhibit A
SCOPE of WORK
Justice System Partners will provide a robust training, technical assistance, and quality
assurance package to Fresno County to fully implement the Public Safety Assessment, ensure
the instrument is fully operationalized into the day-to-day functioning of the criminal justice
system, and assess the long-term validity of the PSA tool as well as whether it was
implemented with fidelity. JSP will work closely with Fresno County stakeholders, including the
probation department, to ensure that all parties are trained properly, understand the practical
application of the PSA and implement it successfully. Moreover, JSP will continue to monitor the
validity of the tool for the overall population as well as unique subgroups based on legal (types
of offenses) and extralegal (race, ethnicity, gender) factors. JSP will work closely with an
Implementation Team comprised of key stakeholders to help manage the overall
implementation and evaluation of this project. Training will be provided to a range of community
and system stakeholders to ensure a clear understanding of the PSA, the scoring elements, and
the integration and application of the release matrix. Upon implementation, JSP will help
establish clear guidelines to monitor and evaluate the efficacy of the PSA and provide guidance
to Fresno County and the Fresno Probation Department on data collection and helping establish
a long-term quality improvement process. As Fresno County uses the PSA, JSP will conduct a
series of validation studies ensuring that the PSA is valid for the overall population as well as
each subgroup and work with the county to adjust policies and practices surrounding the use of
the PSA as appropriate based on findings and recommendations resulting from the studies.
Ultimately, JSP will provide the following services under this project:
Train stakeholders in the overall purpose,
scoring, and use of the PSA
Conduct an initial validation of the PSA
Assist in creating a decision matrix that
provides judges with clear understanding of
how to use the results of the risk assessment
Conduct two subsequent validations of the
PSA on unique subgroups
Develop internal processes to monitor and
provide feedback to the staff scoring the
PSA as well as decision makers using the
assessment results
Provide a public facing report and dashboard
to ensure transparency to those in the
criminal justice system as well as the broader
community
Training for Pretrial Staff and Stakeholders
JSP will provide a series of trainings and educational activities on the PSA during the project
period. There will be broad education and training on the PSA, its risk factors and scoring, the
results and how they can be used is critical to successful implementation.
In order to make informed decisions regarding how the PSA will be implemented, JSP will first
provide educational training to a PSA Implementation Team made up of representative
stakeholders in Fresno County. System stakeholders must have confidence in the assessment
process, and pretrial services must be in place to ensure the appropriate release, supervision,
or incarceration conditions for defendants. This session will take place in the first month of the
implementation process. The session will cover all aspects of the PSA including the purpose for
developing the tool, the development process, the validation of the PSA, the risk factors, how it
is scored and how the results can be used. This information will be vital for the team in
developing how the PSA will be implemented including the development of a structured decision
framework and release option matrix.
After the PSA Implementation Team has been trained, stakeholder education events will be
offered throughout Fresno County for individuals in criminal justice system agencies as well as
non-governmental agencies with guidance from the Fresno County PSA Implementation Team.
System stakeholders including prosecutors, defense attorneys, judges and others working in the
criminal justice system will find it necessary to understand the PSA and its use, as well as the
general public and Bail Bonding industry representatives at the request of the site. These
educational sessions will be offered prior to a sites’ initial use of the PSA but after the
Implementation Team has made significant decisions on the how the tool will be used.
The third type of training provided by JSP, is a comprehensive assessor training designed
for those staff who will be completing the PSA in Fresno County. This training is a full one-day
course that incorporates materials from the stakeholder education sessions but expands the
focus on the PSA’s risk factors and scoring and includes practice scoring cases from Fresno
County as well as guidance in using the results in formulating release recommendations.
Probation officers and Pretrial staff are the participants in this training, but it can also be offered
to judges and attorneys interested in learning more detailed information on how the PSA is
administered and scored than what is included in the stakeholder education events.
The educational material used in the trainings discussed above are materials developed by
JSP’s project director and authorized by Arnold Ventures (AV). These materials will be
customized for Fresno County.
Development of the Decision Framework.
Structured decision frameworks are research-based and assist in guiding the use of risk
assessment results. JSP will work with Fresno County’s key stakeholders to develop a
structured decision framework and release options matrix to help judges interpret the PSA
scores and guide decisions for release and supervision. The matrix for the PSA use involves
using the Failure to Appear (FTA) score and the New Criminal Activity (NCA) score of the PSA
to identify the appropriate release type based on risk.
JSP will facilitate work sessions with the Implementation Team to discuss and develop the
framework and release matrix. The Implementation Team, led by JSP, will conduct an inventory
of pretrial release services and interventions available in Fresno County to include in the release
options matrix. JSP will use local data prior to adoption to populate the release options matrix
and present the findings to the Implementation Team for discussion, modification and approval.
Supporting Implementation of the Public Safety Assessment.
JSP was the first technical assistance provider contracted with AV to implement the PSA in
jurisdictions following the original pilot sites. Trained by AV and the creator of the tool Marie
VanNostrand, JSP staff has provided technical assistance since 2014 to jurisdictions across the
country. JSP’s project director for the Fresno County Probation Department has been working
with AV on PSA related projects since that time and has overseen implementation in over 30
sites. As a premier technical assistance provider, JSP will deliver technical expertise, training,
and data support to implement the Public Safety Assessment (PSA). In addition to training
assessors on how to score the tool and interpret the results, we will build stakeholder
confidence in the assessment process and agency capacity to ensure that the appropriate
release, supervision, and incarceration conditions are in place for defendants, as well as
validation of the tool. JSP will assist the work group in making policy decisions regarding
violence definitions, decision framework rules and programming information technology systems
for PSA completion and tracking of performance.
There are five components that have been found to be necessary in implementing the PSA
successfully:
• First, there must be strong commitment by key stakeholders to agree to adopt,
implement, and refine the PSA in the local jurisdiction. Additional time will be spent with
specific judicial education in implementation may result in greater judicial buy-in.
• Second, the data to score and maintain the PSA are readily available in existing
databases. The PSA is scored using official record information, including criminal
history, booking information and court information. Availability of quality data and the
timeliness of accessing this data play an important role in successfully implementing the
PSA.
• Third, the PSA must be integrated into existing data systems and scored automatically.
JSP’s experience in implementation is that the more burdensome the identification and
collection of data to the score the PSA, the less reliable and accurate the scores will be.
• Fourth, the jurisdiction must have staff available to manage the process, have access to
the data needed to assess an individual’s risk, and be able to deliver the reports to the
appropriate stakeholders in a timely fashion.
• Fifth, the assessment must be implemented locally with fidelity to ensure both reliability
and validity of the final tool. It is important to validate instruments locally to ensure that
the instrument is predictive of the population it is being applied as well as cutoffs are
established that represent the local setting.
Implementation Plan and Timeline
JSP will utilize a phased approach to implementing the PSA in Fresno County. This approach
has been demonstrated to be effective in over 30 jurisdictions with which JSP has provided
technical assistance in implementing the PSA. While each phase is separate and distinct,
implementation activities will run concurrently in several phases. The goals of this project are to
fully implement the Public Safety Assessment pretrial risk instrument in Fresno County and to
validate the instrument locally no less than every three years. The following phases of JSP’s
proposal will address the outcomes and validation process to achieve those goals. The JSP
team will initiate the project activities immediately upon execution of a contract. Timeline for
startup for the use of the PSA is typically between months 4-6 but will be adapted as necessary
to meet the Probation Department’s specific needs and circumstances. Appendix A details the
schedule and timeline.
Program Goals, Objectives, and Outcomes
Understand and show
competence in the purpose,
function and use of the PSA
in Fresno County
Train staff and stakeholders
on the PSA
• Functional understanding of
the PSA
• Use of the PSA in pretrial
decision-making
Train staff to assess
defendants with the PSA
• Pretrial staff complete PSA
assessments accurately and
according to protocols
• PSAs are available to
judicial officers at pre-
arraignment bond review and
arraignment
Make effective, sound
decisions on how the PSA is
implemented in Fresno
County
Engaged, representative
members of Fresno County
committed to Implementation
Work Group
• Active attendance and
participation by members of
work group
Hold regular Implementation
Work Group meetings
• Commitment and
agreement to schedule of
meetings
Make and support decisions
on PSA violence list, decision
framework, release matrix
and PSA report format
• Successful Implementation
of the PSA
Complete and use the PSA
as designed and
implemented
Develop quality assurance
capacity and process
• PSAs are complete,
accurate and timely
JSP will conduct initial quality
assurance check following
launch of the PSA
• Written findings of quality
assurance check
Identify and facilitate PSA
inclusion into existing policies
• Existing policies reflect PSA
use
Integration of PSA into
Fresno County Probation
policies
Facilitate and create new
policies addressing the use of
the PSA
• New policies approved and
in place for the PSA
Validate the PSA on a regular
basis in alignment with SB 36
Incorporate PSA and
outcome
data in Probation case
management system
• Data is available in case
management system
• Data is accessible for
validation purposes
Phase One: Implementation Planning and Preparation (Month 1)
The initial phase will focus on developing a work group of implementation experts to be
responsible for implementation decisions and rolling out the PSA in Fresno County. The
authority structure for this team will be developed and approved by the County. The team will be
trained on the PSA, and JSP will facilitate the development of a detailed implementation plan.
JSP will also assist the team in developing a plan that identifies community outreach
opportunities to educate and inform citizens and leaders in Fresno County on the pretrial reform
efforts and solicit their support and ideas for successful implementation and informing the
community.
Phase Two: Support PSA Integration (Month 2 - 5)
This phase will focus on assisting Fresno County in identifying an information technology (IT)
solution for programming the PSA into their management system, including meeting with IT
managers and programmers of vendors. JSP will ensure Fresno County has the Software
Business Module documentation that will guide the programming. Once programming is
completed, JSP will test the module for accuracy in scoring. Once County IT staff have
completed the programming, JSP will test the module for accuracy in scoring and provide
consultation and guidance in troubleshooting any inaccuracies. During this phase of
implementation JSP will also conduct a pre-adoption analysis of the PSA performance using
Fresno County data. This will strengthen the commitment of county stakeholders by reinforcing
the validity of the PSA locally. This will also provide a pre-adoption glance of the distribution of
cases in the Release Conditions Matrix (RCM) prior to final approval. Adjustments in release
options and allocation of resources will be available to the Implementation Team.
Phase Three: Active Implementation Processes (Month 2 – 5)
Occurring simultaneously with phase two activities will be phase three, which will focus
on preparing the site for active use of the PSA, including review of the violent offense statute list
for California, development of the Decision Framework (DF) and Release Conditions Matrix
(RCM), and discussions of re-engineering or modification of policies or systems as necessary.
Once these activities are completed, JSP will train stakeholders on the PSA, DF and RCM. JSP
will conduct assessor (user) training for pretrial staff and other interested participants once the
automated programming of the PSA is in place and has been tested. JSP will provide the
materials for Stakeholder and User Training to identified County personnel in order to plan for
booster sessions and sustainability. JSP will also prepare the site for tracking performance
measures and quality assurance processes upon implementation.
Phase Four: PSA Implementation is Live (Month 4 - 6)
JSP staff will be onsite for the launch of the PSA to provide support and troubleshooting
during the first week. JSP will provide a daily debrief of the implementation, assist Fresno
County in ensuring that the PSA is scored accurately, help provide support and guidance to
stakeholders on how to interpret the results accurately, and problem solve any challenges with
the implementation.
Phase Five: Post-Implementation Support and Sustainability (Month 6 – 13)
Establishing regular processes for quality assurance and performance oversight creates the
foundation for sustainability by ensuring the accuracy and proper use of the tool for pretrial
release decision making. Technical assistance in this phase will focus on providing support to
build the capacity in Fresno County to continue quality assurance and performance
measurement reporting activities after the period of technical assistance. Following launch of
the use of the PSA, JSP will train and coach a core group of assessors in conducting case
reviews/audits on
randomly selected cases with the PSA to measure fidelity to the scoring protocols. JSP will
observe PSA scoring processes and use by stakeholders, troubleshoot scoring and
interpretation issues, provide written feedback on identified challenges and recommendations,
and assist in setting up performance reporting mechanisms. During this phase JSP will also
conduct a six-month impact analysis of the PSA use in Fresno County. This will include
analyzing demographic data of those assessed, PSA scores, recommendations, and judicial
decisions. Additionally, subject matter experts (SMEs) in Fresno County will be identified and
developed for the purposes of revising the PSA training, the DF and RCM based on validation
results as they are conducted and future policy changes in Fresno County. JSP will provide
training of trainer sessions to these SMEs to educate and prepare new staff to continue the use
of the PSA in the county. These SMEs will be able to educate new system stakeholder staff as
they are hired, including new judicial officers. JSP will provide coaching and support to these
SMEs throughout the duration of the project period.
Phase Six: Initial Validation (Month 13 – 23)
Upon implementing the PSA and ensuring the reliability through quality assurance and an
impact evaluation, JSP will conduct an initial validation of the instrument to ensure that the
scoring of the instrument is predictive of the desired outcome—new arrest, failure to appear,
and new arrest for a violent offense. The first step is to collect a minimum sample of 800
individuals who received a PSA score, were released from jail during the pretrial stage, and the
case in which they received the pretrial release was ultimately closed. To ensure that the PSA is
valid for
males and females as well as people of color it is important that there be a minimum sample of
200 individuals per group (male, female, black, Hispanic). Depending on the life of pretrial cases
in Fresno County, this time period for collecting closed cases may take a number of months.
Upon collecting the sample with final case outcome, JSP staff will examine each individual item
to determine its predictive validity independently of the other items. Next each item will be
examined by each of the subgroups as well. After each item is evaluated individually, JSP staff
will combine the items and test the validity of the overall assessment for the entire sample as
well as each of the subgroups. Given this will be a smaller sample and close to the initial roll out
of the PSA, we will hold off to norm the cutoffs for males and females until the second round of
validation. Upon completion of this initial validation, JSP will provide a written summary of the
findings and conduct a presentation to the Implementation Team for discussion.
Phase Seven: Training, Quality Assurance, and Fidelity Check (Month 24 – 25)
Following initial validation of the PSA in Fresno County and depending on the findings,
JSP will assist Fresno County SMEs in facilitating revisions to the risk factors, refresher
trainings and overseeing case reviews conducted by Fresno County staff. This will ensure any
revisions to the assessment or the assessment process based on the validation will be clearly
articulated in policy and understood by staff and stakeholders through trainings and reviews.
Phase Eight: Dashboard Development (Month 25 to 36)
JSP will work with the PSA Implementation Team to identify ongoing reporting needs and then
develop a dashboard to address those needs. JSP will work with Fresno County Probation IT
staff to integrate the dashboard into their existing digital footprint that can provide ongoing visual
data analysis. The dashboard will be built with open source products and will be able to be
maintained over time by the Fresno County Probation IT staff. The dashboard will allow Fresno
County the ability to push data from the PSA module to provide more transparency regarding
the results of the risk assessment and release decision making. The dashboard will be public
facing allowing the general public to see the aggregate data regarding risk and release and
have the ability to be used internally to provide quality improvement and gauge ongoing pretrial
release practices in real time.
Phase Nine: Revalidation (Month 25 to 41)
The second round of validation will follow the same process as the initial validation with
a larger sample which will provide the ability to ensure that the PSA is valid for unique
subgroups as well as create local norms to ensure that it is not misclassifying subgroups. This
round of validation will include the total sample of individuals who were released from jail with a
PSA and whose case has been finalized. Moreover, JSP staff will evaluate the current cutoffs
and make adjustments to ensure that the local cutoff scores are appropriate for the population.
JSP staff will conduct Receiver Operating Characteristic (ROC) curve analysis and use area
under the curve (AUC) to determine the most appropriate cutoffs.
Phase Ten: Final Validation (Months 42 to 60)
The third and final validation will follow the same pattern as the previous two validations and will
provide Fresno County with the confidence that the PSA is both predictive of failure to appear
(FTA), new crime, and new violent crime and is reliably completed. Given the larger sample,
JSP will provide Fresno County with individual reliability scores for each staff person, to allow
Fresno County to provide individualized training and quality assurance. Following each
validation of the PSA in Fresno County, JSP will provide a written report summarizing the
analysis conducted with recommendations for modifications based on the finding.
Reports
JSP will produce the following reports:
•Six-Month Analysis Report;
•Quality Assurance Case Review Report;
•Validation Report.
The report templates will, as needed, be modified with input from Fresno County.
Appendix A
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Organization/Agency Justice System Partners
Program/Service Description 20-054 PSA Implementation & Validation
Total Requested Budget 105,000.00$
PSA Implementation Team: Lead (1)
Number and type of positions funded
(e.g., Correctional Officer (2))PSA Implementation Team: Support (2)
Research Director (1)
Research Analyst (1)
Budget Year 1
Agreement No. 20-XXX
Exhibit B Cost Proposal
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Exhibit A - Line Item Budget for PSA Court Tool Funding
Organization/Agency:
Program/Service:
SALARIES & BENEFITS
Annual Funding
Request Notes/Comments/Description
Regular Salaries
Extra Help
Overtime
Holiday OT
Unemployment Insurance
Retirement Contribution
OASDI Contribution
Workers Comp Contribution
Health Insurance Contribution
Life & Disability Insurance
Benefits Administration
Other (describe)105,000
Personnel consulting fees are inclusive of all expenses related to providing the
services listed in the Scope of Work.
Other (describe)Phases 1 - 5 are included in the Year 1 Budget
Other (describe)
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Object Total 105,000$
SERVICES and SUPPLIES
Annual Funding
Request Notes/Comments/Description
Mobile Communication
Telephone Charges
Liability Insurance
Insurance - Other
Office Expense
Books and Publications
Prof & Specialized Services
Publications & Legal Notices
Education and Training
Utilities
Other (describe)
Other (describe)
Other (describe)
Other (describe)
Object Total -$
FIXED ASSETS
(add description - e.g., vehicle)
Object Total -$
Overhead Administrative Costs
Object Total -$
TOTAL BUDGET 105,000$
Personnel fees are inclusive of all expenses related to providing the services listed
in the Scope of Work.
Phases 1 - 5 are included in the Year 1 Budget
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Line Item Budget - Year 1
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Organization/Agency Justice System Partners
Program/Service Description 20-054 PSA Implementation & Validation
Total Requested Budget 65,000.00$
PSA Implementation Team: Lead (1)
Number and type of positions funded
(e.g., Correctional Officer (2))Research Director (1)
Research Analyst (1)
Budget Year 2
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Exhibit A - Line Item Budget for PSA Court Tool Funding
Organization/Agency:
Program/Service:
SALARIES & BENEFITS
Annual Funding
Request Notes/Comments/Description
Regular Salaries
Extra Help
Overtime
Holiday OT
Unemployment Insurance
Retirement Contribution
OASDI Contribution
Workers Comp Contribution
Health Insurance Contribution
Life & Disability Insurance
Benefits Administration
Other (describe)65,000
Personnel consulting fees are inclusive of all expenses related to providing the
services listed in the Scope of Work.
Other (describe)Phases 6 -7 are included in the Year 2 Budget
Other (describe)
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Object Total 65,000$
SERVICES and SUPPLIES
Annual Funding
Request Notes/Comments/Description
Mobile Communication
Telephone Charges
Liability Insurance
Insurance - Other
Office Expense
Books and Publications
Prof & Specialized Services
Publications & Legal Notices
Education and Training
Utilities
Other (describe)
Other (describe)
Other (describe)
Other (describe)
Object Total -$
FIXED ASSETS
(add description - e.g., vehicle)
Object Total -$
Overhead Administrative Costs
Object Total -$
TOTAL BUDGET 65,000$
Personnel fees are inclusive of all expenses related to providing the services listed
in the Scope of Work.
Phases 6 -7 are included in the Year 2 Budget
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Line Item Budget - Year 2
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Organization/Agency Justice System Partners
Program/Service Description 20-054 PSA Implementation & Validation
Total Requested Budget 50,000.00$
PSA Implementation Team: Lead (1)
Number and type of positions funded
(e.g., Correctional Officer (2))Research Director (1)
Research Analyst (1)
Budget Year 3
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Exhibit A - Line Item Budget for PSA Court Tool Funding
Organization/Agency:
Program/Service:
SALARIES & BENEFITS
Annual Funding
Request Notes/Comments/Description
Regular Salaries
Extra Help
Overtime
Holiday OT
Unemployment Insurance
Retirement Contribution
OASDI Contribution
Workers Comp Contribution
Health Insurance Contribution
Life & Disability Insurance
Benefits Administration
Other (describe)50,000
Personnel consulting fees are inclusive of all expenses related to providing the
services listed in the Scope of Work.
Other (describe)Phase 8 is included in the Year 3 Budget
Other (describe)
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Object Total 50,000$
SERVICES and SUPPLIES
Annual Funding
Request Notes/Comments/Description
Mobile Communication
Telephone Charges
Liability Insurance
Insurance - Other
Office Expense
Books and Publications
Prof & Specialized Services
Publications & Legal Notices
Education and Training
Utilities
Other (describe)
Other (describe)
Other (describe)
Other (describe)
Object Total -$
FIXED ASSETS
(add description - e.g., vehicle)
Object Total -$
Overhead Administrative Costs
Object Total -$
TOTAL BUDGET 50,000$
Personnel fees are inclusive of all expenses related to providing the services listed
in the Scope of Work.
Phase 8 is included in the Year 3 Budget
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Line Item Budget - Year 3
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Organization/Agency Justice System Partners
Program/Service Description 20-054 PSA Implementation & Validation
Total Requested Budget 65,000.00$
PSA Implementation Team: Lead (1)
Number and type of positions funded
(e.g., Correctional Officer (2))Research Director (1)
Research Analyst (1)
Budget Year 4
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Exhibit A - Line Item Budget for PSA Court Tool Funding
Organization/Agency:
Program/Service:
SALARIES & BENEFITS
Annual Funding
Request Notes/Comments/Description
Regular Salaries
Extra Help
Overtime
Holiday OT
Unemployment Insurance
Retirement Contribution
OASDI Contribution
Workers Comp Contribution
Health Insurance Contribution
Life & Disability Insurance
Benefits Administration
Other (describe)65,000
Personnel consulting fees are inclusive of all expenses related to providing the
services listed in the Scope of Work.
Other (describe)Phase 9 is included in the Year 4 Budget
Other (describe)
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Object Total 65,000$
SERVICES and SUPPLIES
Annual Funding
Request Notes/Comments/Description
Mobile Communication
Telephone Charges
Liability Insurance
Insurance - Other
Office Expense
Books and Publications
Prof & Specialized Services
Publications & Legal Notices
Education and Training
Utilities
Other (describe)
Other (describe)
Other (describe)
Other (describe)
Object Total -$
FIXED ASSETS
(add description - e.g., vehicle)
Object Total -$
Overhead Administrative Costs
Object Total -$
TOTAL BUDGET 65,000$
Personnel fees are inclusive of all expenses related to providing the services listed
in the Scope of Work.
Phase 9 is included in the Year 4 Budget
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Line Item Budget - Year 4
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Organization/Agency Justice System Partners
Program/Service Description 20-054 PSA Implementation & Validation
Total Requested Budget 65,000.00$
PSA Implementation Team: Lead (1)
Number and type of positions funded
(e.g., Correctional Officer (2))Research Director (1)
Research Analyst (1)
Budget Year 5
RFP 20-054 Exhibit A - Summary for PSA Court Tool Funding
Exhibit A - Line Item Budget for PSA Court Tool Funding
Organization/Agency:
Program/Service:
SALARIES & BENEFITS
Annual Funding
Request Notes/Comments/Description
Regular Salaries
Extra Help
Overtime
Holiday OT
Unemployment Insurance
Retirement Contribution
OASDI Contribution
Workers Comp Contribution
Health Insurance Contribution
Life & Disability Insurance
Benefits Administration
Other (describe)65,000
Personnel consulting fees are inclusive of all expenses related to providing the
services listed in the Scope of Work.
Other (describe)Phase 10 is included in the Year 5 Budget
Other (describe)
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Object Total 65,000$
SERVICES and SUPPLIES
Annual Funding
Request Notes/Comments/Description
Mobile Communication
Telephone Charges
Liability Insurance
Insurance - Other
Office Expense
Books and Publications
Prof & Specialized Services
Publications & Legal Notices
Education and Training
Utilities
Other (describe)
Other (describe)
Other (describe)
Other (describe)
Object Total -$
FIXED ASSETS
(add description - e.g., vehicle)
Object Total -$
Overhead Administrative Costs
Object Total -$
TOTAL BUDGET 65,000$
Personnel fees are inclusive of all expenses related to providing the services listed
in the Scope of Work.
Phase 10 is included in the Year 5 Budget
JSP is willing to negotiate the proposed scope of work and associated budget to
meet funding limitations.
Line Item Budget - Year 5