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HomeMy WebLinkAboutAgenda - 05-18-1993 - III-B 1 ORANGE COUNTY BOARD OF COMMISSIONERS Action Agenda Item No. 171-8 ACTION AGENDA ITEM ABSTRACT Meeting Date: May 18, 1993 SUBJECT: Community Health Advocacy Program (CHAP), Contract with UNC-CH and subcontract with JOCCA and OCCHS. DEPARTMENT: HEALTH PUBLIC HEARING: Yes X No ATTACHMENT(S) : INFORMATION CONTACT: 1. Agreement between UNC-CH and OCHD HEALTH DIRECTOR'S OFFICE X2411 2. Subcontract between OCHD and JOCCA 3. Subcontract between OCHD and OCCHS TELEPHONE NUMBER: Hillsborough 732-8181 Chapel Hill - 968-4501 Mebane 227-2031 Durham 688-7331 PURPOSE: To authorize the signature of a contract between UNC-CH and the Orange County Health Department as well as subcontracts between the Orange County Health Department, JOCCA and OCCHS. BACKGROUND: The Community Health Advocacy Program (CHAP) is designed to improve the health of minority populations in targeted communities. The Orange County Board of Commissioners, on January 19, 1993, voted to: (1) accept the grant funds from the Kellogg Foundation, via the UNC School of Public Health, to develop a Community Health Advocacy Program (CHAP), (2) establish time limited positions for a full time Health Educator I and a half-time office assistant, and (3) authorize Orange County to enter into subcontracts with JOCCA and OCCHS. The attached documents have been developed by the Kellogg Steering Committee which includes, among others, representatives from UNC-CH, Gloria Williams, representing JOCCA, Moses Carey, representing OCCHS, and Daniel B. Reimer, representing the Orange County Health Department. These documents establish the Orange County Health Department as the fiscal agent for the orange County coalition. Subcontracts are provided to JOCCA and OCCHS to assure their participation in a coalition which also includes OCHD, the Cooperative Extension Service and representatives from two grass roots community based organizations. The Orange County Board of Commissioners, on February 16, 1993, adopted a grant project ordinance with initial funding of $52,820 dollars for the first year ending September 30, 1993. The attached agreements will enable the Orange County Health Department to receive these funds and disperse them to JOCCA and OCCHS. RECOMMENDATION(S): The Manager recommends that the contracts be approved and the Chair authorized to sign. UNC Acct. No. 5-47825 • DATE ITEM AGREEMENT Between THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL (hereinafter referred to as UNC-CH) and Orange County Health Department (hereinafter referred to as SUBGRANTEE) WHEREAS, UNC-CH has been awarded a grant from the W. K. Kellogg Foundation for the Development of Community Based Public Health in North Carolina and WHEREAS the Foundation has given its approval for SUBGRANTEE'S participation in this work; NOW THEREFORE, the parties mutually agree as follows: ARTICLE 1. STATEMENT OF WORK The work performed under this agreement shall be in accordance with the SUBGRANTEE's proposal attached herewith as Exhibit A. ARTICLE 2. PERIOD OF PERFORMANCE The work under this agreement shall be performed during the period October 1, 1993 through September 30, 1994. No costs shall be incurred under this agreement prior to the start date nor subsequent to the termination date. The period of performance may only be extended by mutual written agreement of the parties. ARTICLE 3. COMPENSATION In consideration of the SUBGRANTEE'S performance, UNC-CH shall compensate the SUBGRANTEE in an amount not to exceed $93,884. It is agreed between the parties that the above-referenced sum shall represent the total amount of this Agreement, except that such amount may be amended in writing by mutual written agreement of the parties. The amount set forth above will cover direct and indirect costs of the work, as detailed in the attached budget which becomes a part • of this Agreement as Exhibit B. If it becomes necessary during the normal conduct of project operations to transfer funds within and/or across budget categories in order to pay for unanticipated project expenses other than equipment costing more than $1,000, SUBGRANTEE may do so by providing written notification, within 30 days of the transfer, to the Principal Investigators: Drs. Janice Dodds/Eugenia Eng do Jacqueline Wynn, Project Coordinator Department of Public Health Practice University of North Carolina at Chapel Hill CB#7400, Room 261, Rosenau Hall Chapel Hill,NC 27599-7400 Any unexpended cash funds remaining from the UNC-CH payment at the close of each project year will be deducted from the payment for each successive year, unless a written request for carry-forward of such funds is submitted with the annual financial report and approved by UNC-CH. If approved, SUBGRANTEE will submit a revised successive year budget including the carry-forward funds .. within 10 days of notification of approval. Approval of such requests by UNC-CH is contingent upon approval by the Kellogg Foundation. • . . ARTICLE 4. PAYMENT The SUBGRANTEE shall be awarded a payment of$93,884, less any unexpended prior year funds, within 30 days of receipt and approval by UNC-CH of the prior year final financial report as specified in Article 3 herein, and receipt of the fully executed agreement for the current year. If any unexpended funds remain from the prior year and carry-forward is requested and approved, this agreement will be amended to reflect such approved amount. The additional funds will be paid within 30 days of full execution of the amended agreement. 2 ARTICLE 5. AUDIT AND RECORDS Financial records, supporting documents and other records pertinent to this agreement shall be retained by the SUBCONTRACTOR for a period of three (3) years from the date of submission of the final expenditure report. Records pertaining to audits, appeals, litigation or settlement of claims arising out of performance of this subcontract shall be retained until such audits, appeals, litigation or claims have been settled. ARTICLE 6. KEY PERSONNEL Drs. Janice Dodds and Eugenia Eng shall represent UNC-CH as Principal Investigators and shall be responsible for overall technical matters relating to this agreement. . Mr. Daniel Reimer shall represent SUBGRANTEE as Principal Investigator and shall not be replaced without written notice to UNC-CH within 30 days of the change. S. Kent Walker, or his designee, shall represent UNC-CH as Contract Administrator and shall be responsible for all matters relating to the interpretation and administration of this agreement. ARTICLE 7. REPORTS SUBGRANTEE shall render all reasonable technical reports as described.in Exhibit C and required by the UNC-CH Principal Investigators. The SUBGRANTEE also agrees to provide an annual report of expenditures no later than 30 days after termination of the budget period. Failure to submit reports described in this agreement in a timely manner constitutes non-compliance and shall be grounds for termination of this agreement. ARTICLE 8. LIABILITY The SUBGRANTEE shall at all times be considered to be an independent contractor and shall not hold himself/herself out as an employee of UNC-CH. Each party shall be solely liable for any claims, actions, demands or damages arising out of its performance of this Agreement. 3 ARTICLE 9. SEVERABILITY If any provision of this Agreement or any provision of any document incorporated by reference shall be held invalid, such invalidity shall not effect the other provisions of this Agreement which can be given effect without the invalid provision, and to this end the provisions of this Agreement are declared to be severable. - ARTICLE 10. TERMINATION This Agreement may be terminated by either party, with or without cause, by giving thirty (30)days prior written notice. The thirty (30) day termination period shall commence on the date of receipt of the notice by the affected party. The SUBGRANTEE shall immediately stop all work under this Agreement on the date and to the extent specified in the notice of termination. ARTICLE 11. - SPECIAL PROVISIONS UNIVERSITY NAME: The SUBGRANTEE may not use the name of The University of North Carolina at Chapel Hill in news releases or advertising or in other publications directed to the general public without the prior written approval of an authorized signatory of UNC-CH. PUBLICATIONS: All publications must cite the source of support (i.e., The W. K. Kellogg Foundation through UNC-CH) and shall indicate that the findings, opinions and recommendations expressed therein are those of the author.and not necessarily those of UNC-CH or The Kellogg Foundation. An advance copy of all proposed publications shall be furnished to the University's Principal Investigator. LIMITATIONS ON LOBBYING: Funds provided under this agreement shall not be expended to carry on propaganda or otherwise attempt to influence legislation or to influence the outcome of any specific public election or to carry on, directly • or indirectly, any voter registration drive. 4 • IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as of the date first written by their duly authorized representatives. FOR THE UNIVERSITY OF NORTH FOR SUBGRANTEE: CAROLINA AT CHAPEL HILL: e,„ Robert P. Lowman, Ph.D. Moses.Carey, Jr. , Chair Director, Office of Research -rvic,s --firange: County`Board of Commissioners 34 9 /21/3/93 DATE DATE .. • 56-6000327 EMPLOYER I.D. NUMBER 5 23 STATE OF NORTH CAROLINA ORANGE COUNTY AGREEMENT BETWEEN ORANGE COUNTY HEALTH DEPARTMENT (hereinafter referred to as OCHD) and JOINT ORANGE CHATHAM COMMUNITY ACTION AGENCY (hereinafter referred to as JOCCA) WHEREAS, OCHD, has been entered a contract with UNC-CH to serve as lead agency in implementing the goals of the W. K. Kellogg Foundation Community Based Public Health Project in Orange County, North Carolina; and WHEREAS, the services of JOCCA are needed to achieve these goals NOW THEREFORE; the parties mutually agree to enter a contract on the following terms: Article 1. Statement of Work A. JOCCA shall perform the following services under this agreement: 1. Serve as a member of the Orange County Coalition and as a member of the North Carolina Community-Based Public Health Initiative Steering Committee. Attend all coalition, steering committee and community based meetings . 2 . Serve as advocate for neighborhoods and communities to facilitate communication, cooperation and problem solving related to the project' s goals and objectives and overall health care issues. 3. Facilitate the involvement of existing local community-based organizations, stimulate the formation of new ones for initiating grassroots solutions to community problems. 4 . Organize the annual assessment forum and communicate the results to all coalition partners. 5. Serve as a member of team responsible for training Community Health Advocates on issues related to JOCCA and its programs and services. 6. Provide technical services to coalition and community groups in the areas of community organization needs assessment, planning, grant writing, and so forth. AGREEMENT Between Orange. County Health Department and Joint Orange Chatham Community Action Agency Page 2 of 4 Article 2. Period of Performance The work under this agreement shall be performed during the period of October 1, 1992 through September 30, 1993 . No costs shall be incurred under this agreement prior to the start date nor subsequent to the termination date. The period of performance may only be extended by mutual written agreement of the parties. Article 3 . Compensation A. In consideration of the JOCCA' s performance, OCHD shall compensate JOCCA in an amount not to exceed $15,495. 00 . It is agreed between the parties that the above referenced sum shall represent the total amount of this agreement, except that such amount may be amended in writing by mutual written agreement of the parties. The amount set forth above will cover direct and indirect costs of the work, as detailed in the attached budget which becomes a part of this agreement as Attachment A. JOCCA must notify OCHD of all transfers between and/or among line items within 30 days of occurrence. B. Any unexpended cash funds remaining from the OCHD payment at the close of each project year will be deducted from the payment for each successive year, unless written request for carry forward of such funds is submitted with the annual financial report and approved by OCHD. If approved, JOCCA will submit a revised successive year budget including the carry-forward funds within 10 days of notification of approval. Approval of such requests by JOCCA is contingent upon approval by UNC-CH and the Kellogg Foundation. The continuation of this agreement is contingent upon funds available from UNC-CH for its support. Article 4. Payment JOCCA shall be awarded a payment of $15,495 . 00 within 30 days of receipt the quarterly progress report for the period October 1, 1992 to December 31, 1992 . Article 5. Audit and Records Financial records, supporting documents and other records pertinent to this agreement shall be retained by JOCCA for a period of three years from the date of submission of the final expenditure report. AGREEMENT Between Orange County Health Department and Joint Orange Chatham Community Action Agency Page 3 of 4 Article 6. Reports JOCCA shall render all reasonable technical reports as described in Attachment B and required by JOCCA. Failure to submit reports described in this agreement in a timely manner constitutes non-compliance and shall be grounds for termination of this agreement. Article 7 . Liability JOCCA or its staff shall at all times be considered to be an independent contractor and shall not hold himself/herself out as an employee of OCHD. Each party shall be solely liable for any claims, actions, demands or damages arising out of its performance of this Agreement. Article 8. Severability If any provision of this Agreement or any provision of any document incorporated by reference shall be held invalid, such invalidity shall not effect the other provisions of this Agreement which can be given effect without the invalid provision, and to this end the provisions of this Agreement are declared to be severable. Article 9. Termination This Agreement may be terminated by either party, with or without cause, by giving thirty (30) days prior written notice. The thirty (30) day termination period shall commence on the date of receipt of the notice by the affected party. JOCCA shall immediately stop all work under this Agreement on the date and to the extent specified in the notice of termination. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as of the date first written by their duly authorized representatives. ORANGE COUNTY JOINT ORANGE CHATHAM COMMUNITY HEALTH DEPARTMENT ACTION AGENCY ; fig Af _h Daniel B. Reimer, Health Director oria M. Y4lliams, Executive Director 7///q--3 Date Date ORANGE COUNTY FINANCE DIRECTOR "This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. Ze°4 Oran4qe County Finance Director G- 3D- 5.7 Date Chair Orange County Bo- d Commissioners 5" 23' 5,3 Date r L"'7f~ STATE OF NORTH CAROLINA ORANGE COUNTY AGREEMENT BETWEEN ORANGE COUNTY HEALTH DEPARTMENT (hereinafter referred to as OCHD) and ORANGE CHATHAM COMPREHENSIVE SERVICES, INC. (hereinafter referred to as OCCHS) WHEREAS, OCHD, has been entered a contract with UNC-CH to serve as lead agency in implementing the goals of the W. K. Kellogg Foundation Community Based Public Health Project in Orange County, North Carolina; and WHEREAS, the services of OCCHS are needed to achieve these goals NOW THEREFORE; the parties mutually agree to enter a contract on the following terms: Article 1. Statement of Work A. OCCHS shall perform the following services under this agreement: 1. Serve as a member of the Orange County Community Based Public Health Project Steering Committee. 2 . Provide staff liaison between the communities served and the health center operated by OCCHS and between the communities served and other institutional health care providers as necessary. 3. Serve as advocate for neighborhoods to facilitate communication, cooperation and problem solving related to primary care health issues. 4 . Serve as a member of team responsible for training Community Health Advocates on issues and resources related to primary care. 5 . Provide technical services to coalition and community groups in the following areas: community organization, needs assessment, planning, grant writing, and information concerning primary health care issues. AGREEMENT Between Orange County Health Department and Orange Chatham Comprehensive Health Services, Inc. Page 2 of 4 Article 2. Period of Performance The work under this agreement shall be performed during the period of October 1, 1992 through September 30, 1993 . No costs shall be incurred under this agreement prior to the start date nor subsequent to the termination date. The period of performance may only be extended by mutual written agreement of the parties. Article 3 . Compensation A. In consideration of the OCCHS ' s performance, OCHD shall compensate OCCHS in an amount not to exceed $6,500 . 00 . It is agreed between the parties that the above referenced sum shall represent the total amount of this agreement, except that such amount may be amended in writing by mutual written agreement of the parties . The amount set forth above will cover direct and indirect costs of the work, as detailed in the attached budget which becomes a part of this agreement as Attachment A. OCCHS must notify OCHD of all transfers between and/or among line items within 30 days of occurrence. B. Any unexpended cash funds remaining from the OCHD payment at the close of each project year will be deducted from the payment for each successive year, unless written request for carry forward of such funds is submitted with the annual financial report and approved by OCHD. If approved, OCCHS will submit a revised successive year budget including the carry-forward funds within 10 days of notification of approval. Approval of such requests by OCCHS is contingent upon approval by UNC-CH and the Kellogg Foundation. The continuation of this agreement is contingent upon funds available from UNC-CH for its support. Article 4 . Payment OCCHS shall be awarded a payment of $6 ,500 .00 within 30 days of receipt the quarterly progress report for the period October 1, 1992 to December 31, 1992 . Article 5. Audit and Records Financial records, supporting documents and other records pertinent to this agreement shall be retained by OCCHS for a period of three years from the date of submission of the final expenditure report. AGREEMENT Between Orange County Health Department and Orange Chatham Comprehensive Health Services, Inc. Page 3 of 4 Article 6 . Reports OCCHS shall render all reasonable technical reports as described in Attachment B and required by OCCHS. Failure to submit reports described in this agreement in a timely manner constitutes non-compliance and shall be grounds for termination of this agreement. Article 7 . Liability OCCHS or its staff shall at all times be considered to be an independent contractor and shall not hold himself/herself out as an employee of OCHD. Each party shall be solely liable for any claims, actions, demands or damages arising out of its performance of this Agreement. Article 8. Severability If any provision of this Agreement or any provision of any document incorporated by reference shall be held invalid, such invalidity shall not effect the other provisions of this Agreement which can be given effect without the invalid provision, and to this end the provisions of this Agreement are declared to be severable. Article 9. Termination This Agreement may be terminated by either party, with or without cause, by giving thirty (30 ) days prior written notice. The thirty (30 ) day termination period shall commence on the date of receipt of the notice by the affected party. OCCHS shall immediately stop all work under this Agreement on the date and to the extent specified in the notice of termination. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as of the date first written by their duly authorized representatives. ORANGE COUNTY ORANGE-CHATHAM COMPREHENSIVE HEALTH DEPARTMENT HEALTH SERVICES, INC. Daniel B. Reimer, Health Director Michael Holton, Director of Administration 5/2.tV93 2 31-- Date Date - ' ORANGE COUNTY FINANCE DIRECTOR "This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. Orange County Finance Director C.- 30 9 3 Date # . - Chair Orange County Board // Commissioners Date Li ITEM HD93-23 ORANGE COUNTY LINE ITEM TRANSFER Department Division Fund HEALTH CHAP Project Grant ACCOUNT Revenue Allocation.£s.,:rease Revenue Allocation Decrease CODE ACCOUNT DESCRIPTION APPROPRIATION DECREASE(t)APPROPRIATION INCREASE(—, 116440002 Permanent Personnel 3,125.00 116442201 Professional Contract Services 3,125.00 Total 3,125.00 3,125.00 Explanation for Change This change will allow lapsed salary money for positions funded fro'n April 1, 1993 but only filled on July 1, 1993, to be used to increase the contract vc Ith JOCCA as —1 indicated in the signed agreement 1°64) Department Head Date Daniel B. Reimer 02—Jul-93 Recommendation Authorized By Date _Approval Disapproval Posted to GL Budget Office Comments Batch Number Effective Date LI# OCBOI 1o/91 I. 02—Jul-93 AGREEMENT Between Orange County .Health Department and Orange Chatham Comprehensive Health Services, Inc. Attachment A Budget October 1, 1992 through September 30, 1993 Personnel $5,600. 00 Travel 400.00 Operational Expense 500.00 TOTAL $6,500.00 AGREEMENT Between Orange County Health Department and Orange Chatham Comprehensive Health Services, Inc. October 1, 1992 through September 30, 1993. Attachment B Report Format KELLOGG COMMUNITY BASED PUBLIC HEALTH PROJECT QUARTERLY REPORT FOR THE QUARTER INCLUDING MONTHS OF PART I : General Information Coalition Name: Coordinating and Fiscal Agency: Coalition Membership: (First Report only; Report Changes Thereafter) Coalition Activities: Include: 1 ) Meetings, 2) Synopsis of agenda, interactions with other agencies in county, officials, etc. 3 ) student activity in coalition and regardless of student origin, 4 ) talks given by coalition members on behalf of project, etc. PART II: Coalition Goal Status Include a listing of coalition/project goals and comments on progress toward each goal achievement and assistance, if any, needed to eliminate barrier. PART III : Progress Toward of Activity Which Contributes to Kellogg Foundation Goals A. Assessment of public's state of health and health needs. B. Assurance that these needs are met. C. Leadership and policy development to improve community health. D. Team building among academic, public health, local health and human service agencies, and users of services. E. Model development for public health practice. F. Narrowing gaps in health status among ethnic, age and gender based groups. PART IV: Expense Report Total Line Item Budget Quarter Total Year to Date