HomeMy WebLinkAbout2012-431 Co Manager - Provision of Services to Administer Orange Person Chatham Mental Health Excluded Liabilities MEMORANDUM OF AGREEMENT
FOR THE PROVISION OF SERVICES TO PROCESS PAYMENT OF EXCLUDED
LIABILITIES OF ORANGE PERSON CHATHAM MENTAL HEALTH, DEVELOPMENTAL
DISABILITIES AND SUBSTANCE ABUSE AUTHORITY PURSUANT TO THAT CERTAIN
PLAN OF MERGER AND ADDENDUM THERETO DATED EFFECTIVE JUNE 30, 2012
WHEREAS, effective July 1, 2012, Orange, Person and Chatham
Counties merged with the counties comprising PBH; and
WHEREAS, prior to the merger, Orange, Person and Chatham Counties
were the three counties that comprised Orange Person Chatham Mental
Health, Developmental Disabilities and Substance Abuse Authority d/b/a
OPC Area Program ("OPC-) ;and
WHEREAS, after the merger, OPC will be dissolved and will not be
an ongoing entity; and
WHEREAS, OPC and PBH entered into that certain Plan of Merger and
Agreement and Addendum thereto dated June 29, 2012 (collectively
referenced as the "Plan") ; and
WHEREAS, pursuant to the Plan, funds were identified and
segregated to pay the Excluded Liabilities as defined in the Plan; and
WHEREAS, Exhibit A hereto is a list of the Excluded Liabilities
identified and the funds estimated to cover them; and
WHEREAS, Orange County has agreed to hold the funds segregated on
behalf of OPC and provide the management functions necessary
(including but not limited to taking possession of the funds, holding
the funds in a segregated account for the purpose of paying OPC's
Excluded Liabilities as and when billed, paying the Excluded
Liabilities as and when billed from the segregated funds, retaining
records on behalf of OPC for such periods of time required by law, and
responding to records request on behalf of OPC as necessary) ; and
WHEREAS, N.C.G.S. Section 126-24 (5) creates an exception to
confidentiality for officials of Orange County as a political
subdivision of the State of North Carolina to inspect the records of
former employees of OPC in that prior to dissolution, its Area
Director deemed inspection of the former personnel records of OPC
necessary and essential to the pursuance of one of OPC' s proper
functions, to wit: preservation of such records as required by law and
review of them as necessary to meet OPC' s legal requirements in the
case of legitimate records requests not for the purpose of assisting a
criminal investigation or assisting a tax investigation; and
WHEREAS, Orange County is willing to do so for no compensation
but also has no individual liability to provide management functions
or pay the Excluded Liabilities in the event the funds set aside for
this purpose are exhausted; and
WHEREAS, Orange County will provide a financial report to each
of the county managers of Orange, Person and Chatham counties no later
than July 31" each year which will include at a minimum the beginning
balance of the fund, charges to the fund and the ending balance of the
fund; and
WHEREAS, in the event funds remain after all Excluded Liabilities
are paid, the excess funds shall remain with Orange County for its use
and purposes but in the event the funds are exhausted prior to the
time all Excluded Liabilities are paid, the obligations of orange
County under this agreement shall end.
NOW, THEREFORE BE IT RESOLVED that each of the counties named
below evidenced by the signature of the Chairman of the Board of
Commissioners hereby agrees to the recitals above regarding the
provision of the services under this agreement.
BE IT FURTHER RESOLVED, that no individual liability shall accrue
to Orange County based on its acts or any failure to act in the
performance of its responsibilities pursuant to this Memorandum of
Agreement and that in the event any group, individual, entity, or
qualified former OPC employee brings any suit, complaint, claim, or
legal action regarding orange County's acts or failures to act in the
performance of its responsibilities, such suit, complaint, claim or
legal action shall be defended jointly by each party to this
Memorandum of Agreement.
ORANGE COUNTY DATE /0
CHAIR CLERK TO'THR BOARD
This instrument has been pre-audited in the manner required by
the local government Budget and Fiscal Control Act.
41-1 A, A"c� (SEAL)
Finance Officer for Orange County
PERSON COUNTY DATE Jd
CH CLE K TO THE BOARD
This instrument has been pre-audited in the manner required by
the local government Budget and Fiscal Control Act.
el_ V`-+ (SEAL)
Finance Officer for rson County
CHATHAM COUNTY DATE
CHAIR CLERK TO THE BOARD
This instrument has been pre-audited in the manner required by
the local government Budget and Fiscal Control Act.
(SEAL)
Finance Officer for Chatham County
PERSON COUNTY DATE
CHAIR CLERK TO THE BOARD
This instrument has been pre-audited in the manner required by
the local government Budget and Fiscal Control Act.
(SEAL)
Finance Officer for Person County
CHATHAM COUNTY DATE
Q
CHAIR CLERK TO HE BOARD
This instrument has been pre-audited in the manner required by
the local government Budget and Fiscal Control Act.
AL,R(,Lv,� (SEAL)
Finance Officer for Chatham County
Exhibit A
Excluded Liability Set-Aside
a. Unemployment costs and expenses related to former employees
of OPC at any time prior to the earlier of the June 30,
2012 or the date the employee was hired by PBH and the
employees of OPC who are not hired by PBH prior to July 1,
2012 - $150,000.00
b. Workers' compensation costs and expenses related to former
employees; - none anticipated
c. OPC's liabilities, expenses, costs and judgments related to
litigation prior to July 1, 2012; - none anticipated
d. OPC' s liabilities, expenses, costs and judgments related to
disputes with providers or consumers arising from
occurrences prior to July 1, 2012; and - none anticipated
e. completion of final audits, - $60,000
f. closure of final accounts - $2, 000
g. preparations of legally required tax documents and other
similar activities - $2,000
h. expenses of contract employees and counsel as necessary to
conclude the wind down and complete final activities -
$50,000.00
i. disposal of server and computers, $8, 000
j . bank service charges - $2,800
k. preparation of W-2s by ADP - $1, 000
1. cancellation charges for copiers, postage meter -
$10,000.00
M. storage of personnel and payroll records - $117,000
n. Estes Drive rent - $5157
o. all other liabilities or expenses of OPC arising from
occurrences prior to July 1, 2012. - $92,043.00