HomeMy WebLinkAbout2005 NS HR&R - CHICLE Approval of Contract for Development of a Limited English Proficiency Assessment ToolORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 15, 2005
Action Agen~
Item No. ~--
SUBJECT: Approval of Contract for Development of a Limited English Proficiency
Assessment Tool
DEPARTMENT: Human Rights and Relations/ PUBLIC HEARING: (Y/N) No
Purchasing and Central
Services
ATTACHMENT:
1. Proposal
2. Letter of Support from the Health
Department and Department of
Social Services
INFORMATION CONTACT:
Milan T. Pham, 960-3877
Pam Jones, 245-2650
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To authorize staff to contract with the Chapel Hill Institute for Culture and
Language Education, Inc. (CHICLE), with all costs to be paid by the U.S. Department of
Housing and Urban Development (HUD), to develop a Limited English Proficiency (LEP)
Assessment Tool.
BACKGROUND: The development of this tool, which will be "owned" by Orange County, will
allow the County to enhance current efforts to comply with Title VI of the Civil Rights Act
prohibiting discrimination in government services on the basis of national origin and to increase
the County's capability to serve LEP communities. County departments will be provided with a
"certified" tool they can use to assess the spoken language proficiencies of staff and volunteers
who may be called upon to speak Spanish, thereby improving the correct and efficient utilization
of those individuals.
Title VI
Title VI of the Civil Rights Act of 1964 prohibits recipients of federal financial assistance
from discriminating against or otherwise excluding individuals on the basis of race, color, or
national origin in any of their activities. Section 601 of Title VI, 42 U.S.C. Sec. 2000d, provides:
"No person in the United States shall, on the ground of race, color, or national origin, be
excluded from participation in, be denied the benefits of, or be subjected to discrimination under
any program or activity receiving Federal financial assistance."
Recipients of federal funding and federal agencies are required to take reasonable
steps to ensure meaningful access to their programs and activities by LEP persons who
are five (5%) of the total population or 1000 individuals, whichever is less. While the
standard of "reasonable steps to ensure meaningful access" is designed to be a flexible
and fact-dependent standard, the starting point is an individualized assessment that
balances several factors.
Examples of discriminatory practices taken from Department of Justice literature
include:
a. Your child's school sends important information or a notice to you in
English. The school knows you speak only Spanish. The school refuses
to provide the information in Spanish and suggests instead that your
child interpret the information for you.
b. You try to apply for food stamps. The application is in English. You do
not understand the application. The food stamp office workers tell you to
come back with an interpreter.
Executive Order 13166 ~ the United States Department of Justice
On August 11, 2000, President Bill Clinton issued an Executive Order effectively
requiring enforcement and compliance with Title VI and ordering, among other things, that all
federal agencies create policies and procedures for providing access to government services for
LEP communities.
The United States Department of Justice is primarily responsible for coordinating LEP
efforts and compliance if internal compliance efforts are unsuccessful. Department of Justice
compliance guidance states that a successful written plan, while not required, should include
provisions to address, among other concerns, accurate and culturally competent interpretation
services and use of informal interpreters (family members, guardians, friends, children, etc.).
Orange Coun
Orange County is currently required to provide meaningful access to Spanish speaking
LEP individuals. Chinese (Mandarin) speaking LEP individuals are a growing population in
Orange County and access services may soon be required for this population as well.
The Health Department, the Department of Social Services and the Immigrant
Emergency Communications group have identified significant barriers to LEP access including:
interpreter/staff/volunteer qualifications, culturally competent service, and appropriate use of
interpreter/staff/volunteer skills.
The Health Department and the Department of Social Services have been required to
submit voluntary compliance plans to the North Carolina Department of Health and Human
Services (NCDHHS) consistent with expectations from the United States Department of Health
and Human Services. The United States Department of Health and Human Services noticed
the rapidly growing LEP population in North Carolina and focused intense scrutiny on this state
and its agencies in its compliance efforts.
Staff Response
The Department of Human Rights and Relations, at the request of the Manager's Office,
the Health Department and the Department of Social Services, began to address the issue of
Title VI compliance efforts and improving access to LEP communities. Dr. Rosemary
Summers, Orange County Health Director, Nancy Coston, Social Services Director, and the
Immigrant Emergency Communications Subcommittee suggested that a tool be developed that
would measure the linguistic ability of interpreters keeping in mind the value of bilingual and
linguistically proficient staff. This tool could be used as part of any Department's voluntary
compliance plan and would comply substantially with suggestions from the Department of
Justice.
After several meetings including Gwen Harvey, Assistant County Manager, Dr. Rosemary
Summers, Nancy Coston, Kathleen Goodhand from the Personnel Department and Milan
Pham, Director of Human Rights, staff solicited a proposal from CHICLE, Inc. CHICLE, Inc.
was selected because it is a locally owned and respected firm, the County has an established
relationship with it for purposes of training and translation, and its staff have the knowledge,
experience, and credentials to create the necessary tool.
CHICLE's proposal includes, among other things:
• Designing instruments to measure Cultural Competency, Written Translation and .Oral
Interpreting for Spanish speaking employees and volunteers
• Training County staff to administer the instruments
• Periodic follow up to ensure that County coordinating staff is kept abreast of LEP issues
as they arise
Concurrently, the Department of Human Rights submitted a Partnership Initiative Grant to the
United States Department of Housing and Urban Development (HUD) for grant money to further
fair housing in Orange County. One component of the grant application included the
development of an assessment tool in order to ensure Departmental compliance with Title VI as
required by HUD. The Department was awarded the Partnership Initiative Grant and the
complete cost of developing the LEP assessment tool is covered by federal funds.
Benefits to Orange County
An internal LEP assessment tool is an important part of Orange County's effort to comply with
Title VI and to serve LEP persons. Once completed, Departments will be able to use it as part
of their compliance efforts and will receive assistance from the LEP Coordinator. Some of the
benefits include:
• Uniform, improved ability to appropriately assess and utilize language skills of employees
and volunteers
• Improved access for LEP communities
• Mechanism for updating our compliance plans and remaining aware of emerging LEP
communities
• Reduced risk of liability for failure to comply with confidentiality requirements
• Reduced risk of liability for failure to comply with Title VI
FINANCIAL IMPACT: The estimated value of this contract is approximately $9,500. The HUD
Partnership Initiative Grant completely covers the cost of the contract.
CHICLE will release all rights to the tool to Orange County, and it will be available for use by all
County Departments, most particularly those with a Title VI obligation.
RECOMMENDATIONS: The Manager recommends that the Board: 1) authorize staff to
contract with CHICLE in an amount not to exceed $9,500 for developing a Limited English
Proficiency Tool in accordance with the attached proposal; and 2) authorize the County
Manager to execute the resulting agreement, contingent upon final review by staff and the
County Attorney.
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PROPOSAL
Limited English Proficiency (LEP)
Assessment Tools
For Orange County
From The Chapel Hill Institute for Cultural
and Language Education (CHICLE)
January, 2005
Submitted by:
\1~
Jan Stein, Partner
Miriam Palacio, Partner
Goal: To provide Orange County government with a standardized methodology by
-- which to assess the oral, written, and cultural proficiency levels of Spanish speaking
current and potential employees.
Need: The demands on certain departments in Orange County, particularly those
involved in health and social services, for communicating in Spanish are many and
increasing rapidly. Federal regulations encoded in Title VI, as promulgated by the
Department of Health and Human Services of North Carolina, require the following:1
2. Provision of Bilingual /Interpretive Services
A. Local entities shall ensure that effective bilingual /interpretive services are
provided to serve the needs of the non-English speaking populations. The
provision of bilingual/interpretive services shall be prompt without undue
delays. In most circumstances, this requires language services to be available
during all operating hours.
B. The local entity is required to develop uniform procedures providing for
language assistance options at all level of interaction with LEP individuals,
including telephone interactions. This requirement maybe met through
utilization of paid interpreters, qualified bilingual employee, qualified
employees of other agencies or community resources. Telephone interpreter
services should only be utilized as a back-up system or where other language
assistance options are unavailable.
C. Interpreter Standards
1. Those providing bilingual /interpretive services shall meet the linguistic
and cultural competency standards set forth below. Local entities shall
take reasonable steps to screen interpreters and self-identified bilingual
staff to certify that the bilingual employee /interpreter:
a. Can fluently and effectively communicate in both English and
the primary language of the LEP individual
b. can accurately and impartially interpret to and from such
languages and English
c. has a basic knowledge of specialized terms and concepts used
frequently in the provision of the local entity's services
d. demonstrates cultural competency
e. understands the obligation to maintain confidently
f. understands the roles of interpreters and the ethics associated
with being an interpreter
Insofar as possible, the County wishes to have in-house the resources needed to serve
Spanish-speaking residents effectively and in a timely manner. To meet this need, it is
important to evaluate and classify the language skills of current and potential staff.
Objectives: CHICLE will design assessment tools, recommendations for training,
implementation, and follow-up that will enable the County to assess present and fuhtre
~ http://info.dhhs.state.nc.us/olm/manuals/dhs/po130/man/Title_VI_Language_Access.pdf,
7/1/2004m pp. 4-~
employees and determine what tasks their language skill enable them to carry out.
Methods: CHICLE will design the following instruments and will train County staff to
administer them.
1. Cultural Competency - An oral questionnaire that will be used to evaluate the
individual's cultural competency and "people skills" and will include role-
playing exercises
2. Written Translation - A passage to be translated from the individual's native
language into the second language. This passage will contain health/social
service terminology and will include several false cognates. Some of the
material will be taken from materials in use in the County.
3. Oral Interpreting - A series of oral scripts that relate to real-life situations that
an interpreter will encounter. They will include regional expressions and slang.
These will be developed for the following:
• Front desk, customer service, phone answering, directions
• Health, including maternal, child, immunizations, insurance
• Dental
• Social services
• Legal
• Human rights
• Emergency services
Each of the instntments will be designed with scoring in mind and will allow for the
assessor to assign a numerical score for each part. These scores will then be grouped
and classified based on an agreed upon standard. The standard will include categories
such as: not to be used, able to communicate minimally in person, able to communicate
minimally on the telephone, adequate and able to work in most situations, proficient,
fluent, and completely bilingual. A separate score will be developed for bicultural skills.
All materials will be reviewed with Orange County staff to ensure their relevance to the
actual work situations.
CHICLE will test the documents and scoring with its own staff and students in order to
validate the scoring categories.
CHICLE will train 3-4 assessors and will be available during regular office hours to
assist them and to answer questions that may arise during the administration of the
instruments.
CHICLE will also develop a set of recommendations for individuals at each level to
enable them to improve their skills and move to a higher level.
CHICLE can also offer training for interpreters with regard to behavioral standards and
how to handle difficult situations.
Follow-up and evaluation: CHICLE will meet with Orange County coordinating staff
and assessors after the first week, the first month, and then quarterly to review the
-- instruments, update them where necessary, and keep abreast of issues that arise.
Ownership: CHICLE will release the copyright for the materials used by Orange
County but will retain rights to them to market or use as they see fit.
Qualifications: CHICLE is a five-year old language institute that provides language
instruction, translation and interpreter services, and cultural training in the Research
Triangle area. A list of organizations for whom services have been provided is
appended in Attachment A. In addition, Appendix B contains brief CVs of the staff who
will play the primary roles in this project.
Timetable: CHICLE proposes the following schedule for this project.
Nlonth l:
• Final discussions with Orange County staff responsible for the project
• 1vleeting/conversations with consultant
• Preliminary development of all instruments defined above
Month 2:
• Review of preliminary instruments
• Review by consultant
• Final design of instruments
Month 3:
• Scoring procedures developed and tested
• Final review by Orange County
Month 4:
• Training of assessors
• Observation of assessors by CHICLE
• Modifications if necessary
• Development of recommendations for individual advancement (to include low/no
cost options)
Month 5:
• Full implementation of project
• First follow-up meeting
• Development and implementation of interpreter training
• Modifications if necessary
Quarterly thereafter:
• Follow-up meeting
• Modifications if necessary
Annually
• Review and recertification of assessors (As turnover is to be expected among staff,
it may also be necessary to do additional training, for which CHICLE will bill
Orange County at an agreed upon hourly rate.)
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Timeline for Limited English Proficiency (LEP) Assessment Tools Proposal
Week
~+
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o *-'
~
~ 3
N
,v ~ ,~ t c
= v ~
e~+~.~~+.~ 1 ~ 3 d 5 6 7 R A 10 11 12 13 14 15 16 17 18 19 20 of a ~
Final discussions x •
Meet with consultant x • •
Prelim instrument
develo ment
x
x
x
x
•
Review of instruments x •
Review with consultant x •
Final desi n x x •
Scoring procedures
develo ed and tested
x
x
x
•
Final review x •
Train assessors x •
Observations x •
Modifications x x •
Dev recommendations
for individuals
x
x
x
•
Full im lementation x •
Follow-u meetin x •
Dev and implementation
of inter reter trainin
x
x
x
x
x
x
•
Review and modification
of trainin
x
x
•
Modifications u dates x •
Follow-u uarterl •
Budget and Justification:
Personnel
Jane Stein Co-Project Manager
Miriam Palacio Co-Project Nlanager
Perla Saitz Develop materials
Revise
Kevin Hunt Develop materials
Train Assessors
Revise materials
Develop /implement
Interpreter training
Consultant Interpreting consultant
Total personnel
$7650
Jane Stein will be responsible for defining the work, for developing the scoring
procedures, for supervising Ms. Saitz, and for the production of the instruments.
Miriam Palacio will be responsible for communications with Orange County, for
scheduling of meetings and activities, and for overall scheduling of the project.
Perla Saitz will design and revise the materials, develop and validate scoring procedure
with Dr. Stein, and train both.
Kevin Hunt will assist on the design and revision of the materials and will train both
assessors and interpreters.
CHICLE will identify a consultant who has experience at training interpreters and
developing interpretation materials. This person will not be local so communication
will be primarily by telephone and email.
Other expenses
Supplies
Supplies needed include. paper, toner, and general office materials.
Subtotal
Overhead @ 25%
TOTAL COST
5 hours /week for 16 weeks $2000
4 hours /week for 16 weeks $1600
8 hours /week for 8 weeks $1280
4 hours /week for 4 weeks $320
2 hours/week for 8 weeks $400
10 hours /week for 1 week $250
2 hours /week for 4 weeks $200
4 hours /week for 6 weeks $600
10 hour s@ $100/hour $1000
5
$200
$7850
$1963
$9813
icy
APPENDIX A
List of Users -Interpretation only
Spanish:
A Southern Season: annual meeting for employee.
Aramark (Carolina Dining Services, UNC): new employee orientation
Drake and Associates: PowerPoint presentation to employees
El Foro Latino: workshops at state meeting
Frank Porter Graham: Nuestros Ninos Project -community workshop
II'AS: training seminar for foreign associates
Museum of Life and Sciences: introduction of mathematics program
Orange County Health Department: dental clinics, medical clinics, immunization
clinics, home visits with social workers
Weaver St. Market: quarterly staff meetings
Korean
Orange County Health Department: dental clinics, medical clinics
Mandarin
IPAS: training seminar for foreign clients and associates
Orange County Health Department: dental clinics, medical clinics
Punjabi
Moore /Van Allen: legal deposition
Serbian:
Optimal Communications: health visits
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APPENDIX B
Personnel CVs
Jane Stein
Miriam Palacio
Perla Saitz
Kevin Hunt
is
CURRICULUM VTTAE
JANE STONEMAN STEIN
BIOGRAPffiCAL INFORMATION
Address: Home
222 Vance Street
Chapel Hill, NC 27516
(919) 929-1614
(919) 942-3093 (fax)
jane_stein@unc.edu (e-mail)
EDUCATION:
Business
CHICLE
The Chapel Hill Institute for Cultural and
Language Education
412 West Franklin Street
Chapel Hill, NC 27516
(919) 933-0398 (voice)
jane@chi-cle.com
Dr.P.H., Department of Maternal and Child Health, University of North Carolina at
Chapel Hill, 1994. Concentration in International Health. Dissertation topic:
Empowerment and Women's Health: A New Framework
M. S., Operations Research and Systems Analysis, University of North Carolina at Chapel
Hill, 1974
B.A. with high honors, Mathematics, University of North Carolina at Charlotte, 1970
EivIPLOYMENT HISTORY
1999- Partner and Business Manager, The Chapel Hill Institute for Cultural and
Language Education, LLC
1996-2000 Consultant, Meliora Associates
1995- Lecturer and Adjunct Faculty, Department of Maternal and Child Health, School
of Public Health, University of North Carolina at Chapel Hill.
1994-2000 Senior Research Fellow, Cecil G. Sheps Center for Health Services
Research, University of North Carolina at Chapel Hill.
1994-1996 Director, Program in International Health Services Research and Senior Research
Fellow, Cecil G. Sheps Center for Health Services Research, University of North
Carolina at Chapel Hill.
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1977-1993 Research Associate and Associate Director for Data Management, Health
-- Services Research Center, University of North Carolina at Chapel Hill.
Responsibility for Center data processing facilities and staff.
1977-1979 Originator of and instructor for Math Clinic, Institute for Continuing Education,
Duke University, Durham, NC.
1975-1977 Computer Programmer III, Frank Porter Graham Child Development Center,
University of North Carolina at Chapel Hill. Responsibility for management of
data from longitudinal research project studying the effects of early intervention
on high-risk children. Provision of statistical and computer consultation to senior
research staff. Management of computer installation. Training of Research
Assistants in computer skills. Development of system of programs to manage
observational data.
1975 Programmer Analyst, Information Science Division, Community Health Science
Department, Duke University Medical Center, Durham, NC. Design and
implementation of on-line medical information system for a family clinic.
1973-1975 Data analyst and computer consultant for Chambers, Stein, Ferguson, and
Canning, Attorneys at Law, Charlotte, NC. Assisted in collecting and analyzing
data for plaintiffs in large lawsuits.
1970-1971 Algebra teacher, Central Piedmont Community College, Charlotte, NC
1970-1971 Mathematics teacher for grades 7 and 8, Our Lady of the Consolation, Charlotte,
NC
1965 Research Assistant, Institute for Policy Studies, Washington, D.C. Assisted study
of community centers.
PROJECT AND TEACHING EYPERIENCE
1996-2000 Seminar in International Health, Department of Maternal and Child Health, UNC-
CH
1995-2000 Research and Evaluation Methods in Maternal and Child Health, Department of
Maternal and Child Health, UNC-CH
1995-2003 2nd reader: 8 MCH students and 2 HBHE students
Doctoral committee: 2 students
Advisor. 1 student
Guest lecturer
International
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-- (1) Consultation/instruction in statistical analyses at the National Institute for
Statistics and the Census in Managua, Nicaragua (1986).
(2) Consultation in research methodology at the Department of Community
Medicine, Autonomous University of Managua, Nicaragua (1988).
(3) Consultation in research methodology at the Department of Pediatrics, University
of Nairobi, Kenya (1989, 1990).
(4) Studies of Acute Respiratory Disease in Children: a series of research projects in
partnership with the Department of Pediatrics, Nairobi, Kenya (1989-1991).
(5) Observations and interviews of women in the Guarari community near San Jose,
Costa Rica (1990).
(6) Observations and interviews of women in rural areas and in Tegucigalpa,
Honduras (1991).
(7) Workshop on Participatory Research and Evaluation Methodology at the Institute
for Public Health in Mana~wa, Nicaragua (1993).
(8) Workshops on writing for publication at the Medical School, Autonomous
University of Managua, Nicaragua (1993, 1994).
(9) Consultation on evaluation methodology and computer systems at the Medical
School, University of Cali, Colombia (1993).
(10) Consultation in research methodology at the IN'I'RAH Regional Office for
Southern Africa, Nairobi, Kenya (1995)
(11) Consultation on several women's health research projects and proposed Master's
program in reproductive health, Medical School, UNAM, Managua, Nicaragua
(1995,1996)
(12) Director of study of CBD workers in Nicaragua for INTR.AH/LA (1997-1998)
(13) Case study of primary health care training in South Africa for INTRAH/PRIME
(1997)
(14) Evaluation consultant for reproductive health care training in Mexico for
INTRAH/PRIlVIE (1997)
(15) Consultant for FHI's Synthesis Report for the Women's Study Program (1998)
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National
Analysis and research for:
(1) National Evaluation of Primary Health Care Programs: a substudy to investigate
provider stability and satisfaction (1982).
(2) Work and Family Life Study: a longitudinal study of the effects of
unemployment on children and families (Co-principal Investigator of Phase II,
1982-1986).
(3) Asthma Care Project: a study to investigate the specialty differences among
allergists, family practitioners, and pediatricians in the cost and quality of asthma
care (Co-principal Investigator, 1985-1987).
(4) National Evaluation of Primary Health Care Programs: a substudy to investigate
the interactions between poverty, health needs, health care utilization, and health
outcomes (1986).
(5) Triangle Mental Health Survey: a study to investigate the pathways to
participation and non-participation in income maintenance for the chronically
mentally ill (1986-1991).
(6) Medicare Preventive Services Project: a study to estimate the cost-effectiveness
of health promotion services for the elderly to the Medicare program (1986-1991).
(7) North Carolina Hospice Data Project: an analysis of three years of patient
information from North Carolina hospices (1986-1987).
(8) Community Clinical Oncology Program: a four year national evaluation of
cancer treatment and research programs for the National Cancer Institute (1987-
1991).
(9) Program in Rural Health Research: an ongoing program to conduct research on
rural health issues, disseminate results, and provide technical assistance to rural
axeas (1989-1993).
(10) Co-investigator, NC Division of Women's and Children's Health: series of focus
groups on women's health (1998).
Computer coordination and systems analYsis,for:
(1) The North Carolina Cooperative Health Information System: annually collected
data on each licensed health professional in North Carolina (1977-1993);
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(2) National Evaluation of Rural Primary Health Care Programs: a four-phase study
-- consisting of a national survey, a sample of 200 programs studied longitudinally
and in depth, and 42 communities which were visited and whose population was
surveyed(1980-1985);
(3) Public Schools, Health Care and Handicapped Children: a longitudinal study of
handicapped children and the relationship between their medical care and school
situation (1981-1983);
(4) Aid Association for Lutherans: a telephone survey of 1500 individuals to
ascertain their health habits and health status (1982-1983);
(5) Service Innovations in Nursing Homes: an evaluation of alternatives to
institutionalization for the elderly in North Carolina (1983-1984);
(6) Survey of Self-Care: a study to identify and describe the rapidly increasing
number of programs in the self-care movement in the United States (1983-1984);
(7) Mid-Atlantic Oncology Program: a series of cancer treatment clinical trials in a
broad array of disease settings (1984-1986).
(8) General Baptist State Convention: an evaluation of a health promotion project in
Black churches in North Carolina (1985-1987). _
(9) Teen-Link Program: an evaluation of a health promotion project, employing
computers, in a community health center (1986-1988).
(10) N.C. Health Departments Low Birth Weight Management: implementation of
computerized data base which monitors national risk and services provided by
local health departments (1987-1989).
(11) N.C. Practice Variations Study: a study to look at hospitalization rates for
childhood respiratory diseases and historectomies (1987-1988).
(12) Model Data Set: a project funded by the MCH-B through the University of NC
Dept. of Maternal and Child Health (1997).
Consultation, data management, education, and programming supervision for research
School of Medicine
(1) Department of Pediatrics
(2) Department of General Medicine
(3) Department of Social Medicine
(4) Department of Family Medicine
(5) Rockefeller International Clinical Epidemiology Network.
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(6) Robert Wood Johnson Clinical Scholars Program
School of Public Health
(7) Department of Epidemiology
(8) Department of Health Policy and Administration
(9) Department of Nutrition
(10) Department of Maternal and Child Health
PUBLICATIONS AND PRESENTATIONS
Ramey, D., Stein, J. and Campbell, F. Data Systems to support identification and intervention
programs for high-risk infants in H. J. Prehm and S. J. Dietz (eds.) Early Intervention for the
Severely Handicapped. Eugene, Oregon. University of Oregon, 1976, pp. 1-32.
Lane, W., Pope, J.A. and Stein, J.S. Amulti-attribute decision model for repetitive decision
making in a retail firm. In Proceedings and Abstracts, American Institute for Decision
Sciences, Western Regional Conference. March 1977, pp. 213-216.
Crossland, C.L., DeFriese, G.H., Durfee, M.F., Sanchez, W.L., Stein, J.S. "Public Schools,
Health Care and the Handicapped Child." Presented at the Annual Meeting of the American
Public Health Association, Detroit, Michigan, November, 1980.
Brooks, E.F., Guild, P.A., Stein, J.S. "The Future-if any -of New Health Practitioners in
Rural Primary Care." Presented at the Annual Meeting of the American Public Health
Association, Los Angeles, California, November, 1981.
Crossland, C.L., DeFriese, G.H., Durfee, M.F., Sanchez, W.L., Badger, D.W., Stein, J.S. "The
School Nurse as the Coordinator of Care for Children with Learning-Related Handicapping
Conditions." Presented at the Annual Meeting of the American Public Health Association,
Los Angeles, California, November, 1981.
DeFriese, G.H., Hetherington, J.S., Brooks, E.F., Miller, C.A., Jain, S.C., Kavaler, F., Stein, J.S.
"The Program Implications of Operative Administrative Relationships Between Local Health
Departments and Local Government." American Journal of Public Health, 1981.
Stein, J.S. "Aids to Evaluation: Computers and Consultants." Baseline 1:7, March 1984.
Stein, J.S. and Brooks, E.H. "Satisfaction and Retention of New Health Practitioners and
Physicians in Rural Practice." Presented at the APHA Annual Meeting in Montreal, Canada,
November 1982.
Compton, B., Hughes, J.T. Jr., Stein, J., Tsitaira-Lykopoulu. "Support Provided to Rural
Adolescent Mothers by Their Male Partners." Abstract in Pediatric Research, Vol. 18,
Number 4, 1983.
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-- Crossland, C.L., DeFriese, G.H., Durfee, M.F., Sanchez, W.L., Stein, J.S., and Badger, D.W.
"Assessing the Impact of Recent Legislation and Public Policy on the Evaluation and
Education of Handicapped Children." Submitted for publication.
Salmon, M.A. and Stein, J.S. Distribution of Nurse Practitioners and Physician Assistants: Are
They Meeting the Need for Primary Caze? North Carolina Medical Journal; March 1986;
47(3): 147-148.
Salmon, M.A. and Stein, J.S. Distribution of Women and Minority Physicians in North
Carolina. North Carolina Medical Journal; October 1985; 46(10): 537-539.
Crossland, C.L., DeFriese, G.H., Durfee, M.F., Sanchez, W.L., Stein, J.S., and Badger, D.W.
"The School Nurse as a Coordinator of Health Services for Handicapped Students: A School
Record Analysis." Public Health Nursing, Vol. 3, Number 3, pp. 147-157, 1986.
Stein, J.S., Porter, C.Q., Lee, R.H. "Problems in the Analysis of Health Service Use and Health
Status." Presented at the APHA annual meeting in Las Vegas, NV, 1986.
Compton, B.B., Hughes, J.T., Loda, F.A., and Stein, J.S. "A Community-based Program to
Prevent Child Abuse and Neglect in the Adolescent Perinatal Period." Presented at the
APHA annual meeting in Las Vegas, NV, 1986.
Freund, D.A., Stein, J., Hurley, R., Engel, W., Woomert, A., and Lee, B. "The Kansas City
Asthma Caze Project: Specialty differences in the cost of treating asthma." Annals o. f'
Allergy, Vol. 60, Januazy 1988.
Patrick, D., Stein, J., Porta, M., Porter, C., and Ricketts, T.C. "Poverty, Health Services, and
Health Status: Lessons from Rural America." Milbank Quarterly; 66(1), 1988:105-136.
Ricketts, T.C., Konrad, T.R., Stein, J., DeFriese, G.H. "Population Ecology and Health Policy
Analysis: The Case of Rural Primary Caze Centers." Medical Care Review 44:2, Fall 1987.
DeFriese, G.H., Ricketts, T.C., Stein, J. Methodological Advances in Health Services Research.
Health Administration Press, Ann Arbor, Michigan, 1989.
Engel, W., Freund, D.A., Stein, J., Fletcher, R.H. "The Treatment of Patients with Asthma by
Specialists and Generalists." lt~iedical Care; 1.989, 27(3): 306-314.
Stein, J., Bender, D. "Female Education as a Determinant of Child Health Outcomes."
Presented at the APHA Annual Meeting in Chicago, II,, 1989.
Stein, J. Health Services Research: A Pragmatic Overview. Unpublished manuscript used in
classes at the UNC Medical School and School of Public Health, 1990.
Stein, J. "Empowerment: The Link Between Development and Women's Health." Round table
presented at the NCIH Annual Meeting in Arlington, VA, 1991.
14
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Millard, P., Konrad, T.R., Goldstein, A., Stein, J.S. "Primary Care Physicians Views on Access
-- and Health Care Reform: The Situation in North Carolina." Journal of Family Practice,
1993, 37(5): 439-444.
Stein, J. "Empowerment y la salud de mujeres." Presentation at the UNAN Medical School,
Managua, Nicaragua, 1994.
Stein, J. Empowerment and Women's Health: Theory, Methods, and Practice., Zed Books,
London, England, 1997.
King, N., Henderson, G., Stein, J., eds. Reexamining Research Ethics: From Regulations to
Relationships. Chapel Hill, NC: UNC Press, 1999.
Stein, J., Barrera, A. "CBDs in a changing environment: Nicaragua," presented at the APHA
annual meeting, Washington, DC, November 1998.
AWARDS
Tinker Fellowship for travel and research in Costa Rica, Summer 1990.
IJNC SPH Alumni Association Maternal and Child Health Student Award, 1993.
PRESENT VOLUNTEER ACTiVTTIES
Board member, The Common Sense Foundation, a progressive North Carolina think-tank.
Previous chair, editor of special journal issues on Public Education in North Carolina and
Mental Health services.
Board member and vice chair, Piedmont Health Services, the local Community Health
Center that serves afive-county area.
Member of the Advisory Committee for the NC Institute of Medicine's Latino Health Task
Force
Member of the NC Hispanics in Philanthropy Working Group
15
ao .
Miriam Palacio
-- 4228 New Hope Springs Dr.
Hillsborough, NC 27278
(919) 732-0777 (h) (919) 933-0398
E-mail address: miriampalcio~a,earthlink net
Work Experience
2001-2004 Chapel Hill Institute for Cultural and Language Education, Carrboro, NC Program
Director
1998-2000 Museum ofLife and Science, Durham, NC
Volunteer.Manager
1983-2000 Alamex Crafts, Inc. Mobile, Al and Chapel Hill, NC
1983-2001 Wholesale handicrafts importer
Vice President and Manager
1980-1983 Springhill College, Mobile, Al
English as a Second Language instructor
1976-1980 Highland Park High School, Highland Park, IL
English as a Second Language instructor
Volunteer Experience
2004-present Duke Community Hospice Services
Volunteer
2002-present North Carolina Museum of History, Raleigh, NC
Educational program advisory board
1997-2003
1997-2003
2001-2003
Education
1969-1971
1963-1967
El Pueblo, Inc, Raleigh, NC
Board of Directors
Organizer of La Fiesta del Pueblo, Chapel Hill and Raleigh
Vice-chair Cultural Committee
Dance Stage Chairperson, La Fiesta del Pueblo, Chapel Hill and Raleigh
Columbia University of New York,
MA English
Oberlin College, Oberlin, Ohio
BA Spanish and Sociology
Teacher's College, New York, NY
16
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Perla M. Saitz
107 Mossbark Ln. Chapel Hill, NC 27514
Tel/Fax (919) 960-0397
E-mail address: perlasaitz cr.yahoo.com
Languages
• Spanish native speaker. Fluent in English.
Professional Experience
2000 to Chapel Hill Institute for Cultural and Language Education, Translator, Translation Editor,
present Interpreter, Teacher Coordinator and Curriculum Designer
Chapel Hill, NC
• Translation of documents related to various topics (health, business, education, etc.)
• Editing of translations.
• Interpreting for health care and social services appointments.
• Co-authored the curriculum used for the Spanish classes levels 1-6.
• Taught workshop "Effective Interpreting in Health Care Settings"
• Responsible for training and supervising teachers.
• Teaching Spanish to beginners and advanced students on and off-site.
Aug-Dec.
2000 Treatment and Education of Autistic and Related Communication Handicapped Children (Division
TEACCH- UNC-CH)
Though only a temporary employee, helped organize the opening of a new branch in Raleigh. Maintained
database, took referrals, organized bidding by service providers, managed administrative processes.
Translated the program's brochure and forms. Served as interpreter for Hispanic clients.
1995-1999
Universidad Nacional Autdnoma de Mexico (UNAM), School of Medicine, English teacher
• Taught medical English classes to practicing doctors and medical student
Liceo Mexicano de Lenguas Extranjeras, Teacher Manager and Academic Follow-up Coordinator
• Responsible for recruiting and interviewing prospective teachers as well as planning work assignments and
teacher supervising.
• Taught English
17
1998 Instituto Tecnologico Aut6nomo de Mexico (ITAM)
• Assisted Professor from Business Administration Department Responsible for researching business
strategy topics in library an on the Internet, making power point presentations for classes and conferences
and grading exams Designed and maintained grade sheets.
1991-1995
as
Education
February
2004 Wake AHEC and Office of Minority Health, Chapel Hill, NC
Interpreter Training, Level II, by Arelys Chevalier
January
2004 Wake AHEC and Office of Minority Health, Chapel Hill, NC
Interpreter Training, Level I, by Eta Trabing
1994-1999 Instituto Tecnologico Autonomo de Mexico (ITAM), Mexico City.
Bachelor of Science in Business Administration
Proficient in Microsoft Office Word, Excel, Outlook Express, Power Point and QuickBooks.
Computer
Skills
References provided upon request
18
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Kevin T. Hunt
107 Mossback Ln.
Chapel Hill, NC 27514
(919) 960-0397
kevinh@email. unc. edu
PROFESSIONAL Interpreter, Translator and Teacher
EXPERIENCE Chapel Hill Institute for Cultural and Language Education (CHICLE)
2000 -currently
Technology and Multimedia Resource Center Advisor
August 2003 -currently
Assist UNC Romance Language instructors with integrating technology into
their classes. Conduct workshops to provide hands-on training with software
and hardware.
Spanish 3 Co-coordinator
Spring and Fall semesters, 2002
Supervised twenty instructors teaching over thirty sections. Coordinated
development of course materials, including exams. Improved and maintained
course webpage.
Teaching Fellow, Spanish
University of North Cazolina at Chapel Hill
August 1999 -currently
Plan and lead 3-4 hour/week class sessions in Spanish. Create course materials
and assess student progress. Advise students individually during office hours.
Bicultural Program Director and Teacher
ITESM (Tec de Monterrey), Mexico City Campus
August 1997 -June 1999
Supervised academic progress of approximately 360 students. Insured
compliance with program of studies. Mediated disputes between students,
.pazents, and teachers. Held monthly meetings with program teachers.
Coordinated activities with colleagues from other academic programs. Taught
orientation, language and literature courses. Recruited new students and
assisted with teacher recruiting. Resolved disciplinary issues and met with
parents.
Bicultural Program Academic Advisor and Teacher
ITESM (Tec de Monterrey), State of Mexico Campus
January -August 1997
Performed duties similaz to those at Mexico City Campus, but with
approximately 180 students. Taught orientation, writing and critical reading
courses.
a~=
Bicultural Program and English Teacher
ITESM ('I'ec de Monterrey), State of Mexico Campus
August 1995 -January 1997
Designed and taught writing and critical reading courses. Taught English
language classes in regular program.
Special Projects Coordinator
Liceo Mexicano de Lenguas Extranjeras, Mexico City
December 1993 -May 1995
Supervised all company translation and interpretation work as well as
textbook selection process. Designed specialized courses and activities for
companies. Supervised three employees.
Translator, Interpreter and :Programmer
D.H. Kim Enterprises, Annandale, Virginia
Summer 1993
Translated company documents from English to Spanish
administrative operations through macro programming.
classes and assisted with office communication.
EDUCATION University of North Carolina at Chapel Hill
Master of Arts in Romance Languages
May 2002
Ph.D. in progress
George Mason University
Bachelor of Arts in Foreign Languages and Literatures
May 1993
Grades: 4.0 in major, 3.56 overall
Universidad Nacional Autonoma de Mexico (UNAl1~I)
Study abroad program in Hispanic Literature and Culture
August 1991- July 1992
HONORS UNC Merit Fellowship Recipient
Graduation with Distinction (George Mason)
Embassy of Mexico Departmental Awazd (George Mason)
SPECIAL UNC-CH Yucatec Maya Program participant, summer 2000
COURSES
and streamlined
Taught Spanish
a5
o°~~tY Hea7r'~
c m
0 0 ~ ~ March 9, 2005
®~J0 Orange County Board of County Commissioners
Noai, Coroli~w wbrrc Heokh 200 S. Cameron St.
PO Box 8181
oRAN~E couNTY Hillsborough, North Carolina 27278
HEALTH DEPARTMENT
Dear Commissioners:
Rosemary L. Summers, The Department's of Health and Social Services are both currently
MPH, DrPH subject to voluntary Title VI compliance plans. Under Title VI we are
Health Director currently required to provide reasonable access to Spanish speaking
Richard E. Whiffed Human limited English proficient (LEP) communities. In accordance with
services center guidance from the Department of Justice and the Department of
300 West Tryon Street Health and Human Services, we are using the following methods to do
Post Office Box 8181
Hillsborough, Nc 27278 so in decreasing order of importance:
Phone: (919) 245-2411 1. Hiring staff who speak Spanish or other LEP languages
Fax: (919) 644-3007 roficientl
www.m.o2noe.nc.us/heakh p Y
2. Using contract translators/interpreters or volunteers
3. Using other means (i.e. language lines)
We have sought to increase hiring of staff members who speak
Animal Control Services Spanish through the County's bilingual hiring initiative as a primary
method to address service needs to Spanish speaking LEP communities.
Central Administrative Even so, the needs far outstrip the ability of our current staff to provide
services services. Therefore, both Departments use volunteers or contract
interpreters when available and necessary.
Dental Health Services
Staff members in the Departments who work with LEP
communities have identified several issues and areas of concern about
Environmental Health using contractors or volunteers that are required to be addressed in our
Services
voluntary compliance plans. Some of those concerns are the quality
and accuracy of interpretation, the need for confidentiality and
Health Promotion and understanding of the ethics of translation, appropriate use of staff
Education services
language skills.
Personal Health Services The development of an LEP Assessment tool will assist us in
~ addressing concerns related to the accuracy and quality of service to
LEP communities in addition to providing a means by which we can
appropriately assess the skills of our staff and use those skills efficiently.
The assessment tool will greatly aid our Title VI compliance efforts and
300 West Tryon Street ensure that we provide adequate services to our residents.
Hillsborough, NC 27278
Sincerely,
PH: (919) 245-2411
FAX: (919) 644-3007
Rosemary Summers Nancy Cos n
Health Director Social Services Director
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