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HomeMy WebLinkAboutAgenda - 08-17-1993 - VIII-F 1 ORANGE COUNTY BOARD OF COMMISSIONERS Action Agenda Item No.Y it -F. ACTION AGENDA ITEM ABSTRACT Meeting Date: August 17, 1993 SUBJECT: On-The-Job Training Contract DEPARTMENT: Social Services PUBLIC HEARING YES: NO: X ATTACHMENT(S) : INFORMATION CONTACT: Marti Pryor-Cook, ext. 2802 Contract between Economic Development Commission (EDC) and Orange County DSS TELEPHONE NUMBER- Hillsborough - 732-8181 Chapel Hill - 968-4501 Mebane - 227-2031 Durham - 688-7331 PURPOSE: To consider a Contract with EDC for On-the-Job Training services for participants in the DSS Job Opportunities and Basic Skills program. BACKGROUND: On-the-Job Training (OJT) is a subsidized employment opportunity in which a Job Opportunities and Basic Skills (JOBS) program participant is hired and provided skill training by an employer. OJT provides work experience to bring job skills to a competitive level in the marketplace. OJT also improves employability through more substantial supervision and directions than normally available in an unsubsidized work situation. Employers who participate in the program must provide training essential to work performance and compensate employees at a rate comparable to other employees performing a similar job. Employers will be reimbursed 1/2 of the wages paid to the employee, based on the number of work hours and up to a maximum of 12 months. Upon successful completion of OJT, the employer is expected to hire and retain the JOBS participant as a regular employee. EDC will be responsible for the overall development of the OJT program which includes recruiting employers, conducting job assessments, facilitating job placements, and monitoring placements, subcontracts and participant progress at the work site. The OJT program is funded by a grant from the State Division of Social Services. The grant is in the amount of $32,500. RECOMMENDATION(S) : The manager recommends approval of the On-the-Job Training Contract with EDC and authorization for the Chair to sign. 2 • .,;�'` V� 011■JCE COU if y`r Jt,''":\ AUG 0 4 1993 An R 42' SOCIAL. C 11`/1CJ.,, • Y Pi..r v4V North Carolina Department of Human Resources Division of Social Services 325 North Salisbury Street • Raleigh, North Carolina 27603 Courier # 56-20-25 James B. Hunt,Jr., Governor July 30, 1993 Mary K. Deyampert, Director C. Robin Britt, Sr., Secretary (919) 733-3055 Ms. Martha N. Pryor-Cook, Director Orange County Department of Social Services 300 West Tryon Street Hillsborough, North Carolina 27278 Dear Ms. Pryor-Cook: Thank you for your response to the Request for Proposals for Component Development Projects. This letter serves to confirm the approval telephoned to you and your staff. It is apparent that a significant amount of effort was invested in the development of this project.' Your proposal demonstrates exemplary coordination with community agencies and reflects a sincere interest in providing innovative activities to JOBS participants in Orange County. You are authorized to proceed with this project with a budget of $ 32,500.00, effective July 1993. We remind you that Component Development funds are not exempted from the usual Division and JOBS budgetary policies. Based on your proposal we caution you on the following specific issues: 1) Time devoted to the project by both the Economic Development Commission's Director and Administrative Assistant must be i charged to the project as indirect costs and cannot be charged as direct staff time. A revised budget page has been attached to reflect these changes. 2) As the Economic Development Assistant is providing direct service to project participants, the portion of that individual's time devoted to the project can be direct charged. However, because the position for which you are contracting is less than full time, that individual is required to complete time sheets documenting time charged against the Component Development Project. 3) The length of an OJT contract is dependent upon the complexity of the specific job and the knowledge, and skills an individual must acquire in order to perform the specific job. As you are aware the Component Development Project funding period ends May 31, 1994. Component Development funds cannot be carried from one year to another. OJT sub-contracts written under the CDP must have a start date which will enable the participant to complete the required training by May 31, 1994, unless the county chooses to An Equal Opportunity / Affirmative Action Employer 3 Ms. Martha N. Pryor-Cook, Director July 30, 1993 Page 2 support the OJT with regular JOBS OJT funds at the termination of the Project funding. Counties cannot expect continuation of their Component Development Project based solely on OJT sub-contract obligations. 4) If your project was developed to meet a Component Development objective related to a specific population (e.g. unemployed parents or teenage custodial parents) , please note that CDP funds can only be used to provide services to this specific population. Should you deem it appropriate to provide project activities/services to participants not identified as your CDP objective, the costs for those individuals must be charged to your regular JOBS program funds. We request your cooperation in two fiscal management areas. Please inform us as soon as possible if you recognize that the approved budget includes expenses that are not within the parameters of budgetary policy, or that the approved budget is greater than you Can reasonably expect to spend. Also, please monitor project expenditures on a monthly basis and submit requests for reimbursement in a timely manner. Reporting instructions are attached. . Please refer questions concerning fiscal reporting to Nancy Brown, Assistant Chief, County Administration Accounting Section. The State JOBS Plan must reflect the addition of new program activities as they become available to JOBS participants. Your county's Method of Provision chart has been updated to indicate that new On-the-Job Training activities will be provided through this Component Development Project. The intended nature of the agency/organization partnership was one of substantive participation in the development, provision, and evaluation of the component activity. As such, we would encourage the active and continuous involvement of your partner(s) in each phase of your county's project, to include the project evaluation. Final evaluations of your Component Development Project must be submitted no later than June 30, 1994. One purpose of the Component Development Projects is to develop working program models suitable for replication across the state. Employment Programs Section staff may schedule a site visit during the project period to observe activities and discuss implementation issues and recommendations identified by county staff. Your assistance will be extremely valuable in our consultation with other counties regarding program development. 4 Ms. Martha N. Pryor-Cook, Director July 30, 1993 Page 3 Thank you for your interest in the Component Development Project and congratulations on your selection. We wish you success in your project. Please let us know if we can be of assistance. Sincerely, /Or Lucy W. Burgess, Chief Employment Progr-ms Section / , /// , t Alck Chappell/ Chief Fiscal w ficer LWB/JC/pr Attachments cc: Melinda Hamrick Jan Elliott Jane Smith Jean McCoy 5 JOBS COMPONENT DEVELOPMENT PROJECT BUDGET COUNTY: Orange COMPONENT: OJT TOTAL AMOUNT CONTACT PERSON: Gwendolyn Price REQUESTED: $32,500.00 TELEPHONE #: (919) 732-8181 FOR THE PROJECT BEGINNING July 1993 AND ENDING May 31, 1994 DSS Contracted Project Project Budget Item Expenses Expenses I. Direct Services A. Itemized Component Expenses $25,000.00 Please Specify (e.g. , tuition, books, fees, etc. ) B. Direct Staff: (Salary and Fringes) $ 3,100.00 C. Direct Staff Support Staff Travel: , Other: (Please Specify) SUBTOTAL (I) $28,100.00 II. Supportive Services (Please itemize below) Participant Transportation: 1 Other: (Please Specify) SUBTOTAL (II) 1% EDC Dir's time $ 1,400.00 10% EDC Admin $ 3,000.00 III. Indirect Costs * Assist's time $ 4,400.00 TOTAL PROJECT COSTS (Add Subtotals I and II, and item III. ) $32,500.00 * Applicable only if "Direct Staff" expenses have been requested at Item I.B. 6 1 • Page 1 of 5 STATE OF NORTH CAROLINA • DIVISION OF SOCIAL SERVICES PURCHASE CONTRACT ID # M68178 This Contract is entered into between theiDepartment and the Provider identified on Attachment A. This contract shall consist of form DSS-2497, Attachment A (DSS-1292) and Budget (DSS-6844) . The Department will purchase specific services from the Provider as set forth in the Contract in order to make optimal use of the facilities, staff and programs of the Provider. This Contract is subject to the provisions of all applicable Federal regulations and State policies. Subject to its other provisions, the terms of this contract shall be in effect to and from the dates specified on Attachment A. SECTION I : RESPONSIBILITIES • A. The Department will: 1. Determine client eligibility for service(s) in accordance with Federal and State regulations; and 2. Inform the Provider on Form DSS-1360 concerning the eligibility of each individual for the service, the period of time for which services are authorized, and any changes in the individual's eligibility status; and 3. Reimburse the Provider for service(s) purchased as described in Attachment A of this Contract for eligible clients; and 4. Keep the Provider informed of any alterations in and/or to the regulations governing the service program; and 5. Accept fiscal responsibility for deviations from the terms of this Contract as a result of acts of the Department or any of its officers, employees, agents or representatives. B. The Provider will: 1. Provide service(s) as specified in Attachment A of this Contract in accordance with applicable standards for the service(s); and 2. Furnish information to the Department as required to support the full cost of service(s) provided pursuant to this Contract; and DSS-2497 (Rev. 4-87) Family Services 7 Page 2 of 5 3. Comply with all State licensing standards, all applicable accrediting standards and any other standards or criteria established by the Division of Social Services to assure quality of services; and 4. Restrict the use or disclosure of information obtained in connection with the administration of North Carolina's programs for the provision of services concerning applicants for and recipients of those services to purposes directly connected with the administration of the service program; and 5. Comply with the terms of Section 504 of the Rehabilitation Act of 1973 and all requirements imposed by or pursuant to the regulations of the Department of Health and Human Services issued pursuant to that Section, which prohibit discrimination against handicapped persons in employment and in the operation of programs and activities receiving Federal funds; and 6. Comply with Title VI and VII of the Civil Rights Act of 1964 and all requirements imposed by or pursuant to the regulations of the Department of Health and Human Services issued pursuant to that Title; and • • 7. Accept fiscal responsibility for deviations from the terms of this Contract as a result of acts of the Provider or any of its officers, employees, agents or representatives. SECTION II: RESPONSIBILITY FOR LIABILITIES Each party hereto agrees to be responsible for its own liabilities and that of its officers, employees, agents, or representatives arising out of this Contract. SECTION III: TREATMENT OF ASSETS N/A No property or equipment will be purchased Treatment of assets acquired under this Contract shall be subject to the following: A. Ownership of property purchased by the Provider under the terms of this Contract for which reimbursement by the Department is based upon the actual purchase cost of the property shall immediately vest with the Department of Human Resources upon such reimbursement. B. The North Carolina Department of Human Resources shall have no claim to property purchased by the Provider under the terms of this Contract for which reimbursement by the Department is based upon an approved' depreciation schedule or use allowance. C. The Provider shall maintain and administer in accordance with sound business practice a program for the maintenance, repair, protection and preservation of property purchased under the terms of this Contract to assure its continued availability. D. Property purchased under the terms of this Contract shall be used anly for the performance of this Contract. 8 Page 3 of 5 SECTION IV: RECORDS AND REPORTS A. The Provider agrees to maintain client records which date and document, in accordance with established policy, the service delivered for the individual, a valid authorization for service, program records, documents and other evidence which reflect program operations. B. The Provider agrees to furnish information to the Department, as requested, to support provision of service(s) pursuant to this contract and the ,full cost of the service; and submit changes, as needed or required, in this contract, Attachment A or approved supporting information for review and approval by the Department. C. The Provider agrees to maintain books, records, documents and other evidence and accounting procedures which reflect all direct and indirect costs expended under this Contract. A current, complete inventory of all equipment purchased under the terms of this Contract must be kept. D. The Provider agrees to retain all books, records and other documents relevant to this Contract for three years after final payment or until all audits continued beyond this period are completed. Federal auditors and any persons authorized by the Division of Social Services or the Department shall have the right to examine any of these materials. In the event the Provider dissolves or otherwise goes out of existence, records produced under this Contract will be turned over to the Department. SECTION V: SUBCONTRACTING The Provider shall not subcontract any of the work contemplated under this Contract without obtaining prior written approval from the Department. Any approved subcontract shall be subject to all conditions of this Contract. The Provider shall be responsible for the performance of any subcontractor. SECTION VI: MAINTENANCE OF EFFORT The Provider certifies that the funds to be used under this Contract do not replace or supplant, in any way, Federal, State or local funds for already existing services. SECTION VII: MONITORING AND EVALUATION • A. The Provider agrees to participate in program, fiscal and administrative monitoring or audits, making records and staff time available to federal, State, and county staff. B. The Provider agrees to take necessary steps for corrective action, as negotiated within a corrective action plan, for any items found to be out of compliance with Federal and State laws , regulations, standards and/or terms of. this contract. 9 Page 4 of 5 SECTION VIII: AMENDING THE CONTRACT • This contract in whole or in any part may be 'amended at any time: A. By the Department in the event that such amendment is necessary to comply with applicable laws, regulations, .policies and standards; or by wutual consent of both parties. B. Each party to this contract will notify the other immediately in writing if an amendment becomes necessary due to alterations in the activities described in Attachment A or for any other reason. SECTION IX: TERMINATION • A. This Contract, in whole or in any part, may be cancelled at any time: 1. By any party, with cause, upon at least 30 days notice, in writing, and delivered by 'registered mail with return receipt requested or in person, or 2. By the Department in the event reimbursement to the Department is not available and/or continued at an aggregate level sufficient to allow for the purchase of the indicated quantity of services. The obligations of each party shall be terminated to the extent specified in the notice of termination, immediately upon receipt of the notice of termination from the Department, or 3. By the Department in the event that the Division of Social Services/Department determines that the Provider is in violation of any or all of the terms of this Contract. The obligations of each party shall be terminated to the extent specified in the notice of termination immediately upon receipt of the notice from the Department, or 4. By mutual consent of all parties. B. In the event of termination in part, all parties shall continue the performance of this Contract to the extent not terminated. C. If this Contract is terminated, in whole or ,in part, the Provider may be required to deliver and transfer Title or assignment of interest to the Division of Social Services or dispose of any property specifically produced or acquired for the performance of such part of this Contract as has been terminated, and the Provider shall, upon the direction of the Division of Social Services, protect and preserve property in the possession of the Provider in which the Division of Social Services has an interest. D. After receipt of a notice of termination, and except as otherwise directed by the Department, the Provider shall cease work under the Contract on the date, and to the extent specified, in the notice of termination. The Department shall pay the Provider the agreed upon amount for the delivery of services under the terms of this Contract up to the effective date of termination. Reimbursement shall not be 10 • Page 5 of 5 • IL made for equipment or supplies purchased after the notice of termination is received except as approved by the Department. E. Waiver of any default shall not be deemed to be a waiver of any subsequent default. Waiver or breach of any provision of the Contract shall not be deemed to be a waiver of any other subsequent breach and shall not be construed to be a modification of the terms of this Contract unless stated to be such in writing, signed by an authorzied representative of the Department and attached to the Contract. • SECTION X: CONCLUSION It is expressly understood and agreed that the services provided to eligible clients pursuant to this Contract shall consist exclusively of those services specified in the attached program description incorporated into this Contract as Attachment A. • It is further understood and agreed that the provision of services pursuant to this Contract shall be subject to the limitations and conditions contained in the laws, regulations , guidelines and plans cited in this Contract, and that this Contract is subject to renegotiation or revision to meet any new or revised rules, regulations, or policies that may be issued by the Department of Health and Human Services, or the North Carolina Social Services Commission, or the Department of Human Resources and that are communicated to the Provider. PROVIDER ' DEPARTMENT BY: Title: EDC Director Title: DSS Director Date: 7/26/93 Date: 7/26/93 This Agreement has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act. ATTEST: County: Orange Title: Finance Director Signature: Date: 11 DIVISION OF SOCIAL SERVICES 1 of 7 ' PURCHASE CONTRACT BUDGET SUMMARY Effective Provider Fronmic_Development Conmissioh ID# M68178 Period 7/1/93 through 5/31/94 Part I - Estimated Expenditures Total Non-Matchable I Total Matcnaol( Program Costs Costs Costs Object of Expenditure (1 ) I (2) (3) A. Salaries $ 2,901 $ 2,901 B. Fringe Benefits $ 739 I $ 739 C. Staff Development-Services D. Travel E. Equipment Purchases-Tangible Property F. Transportation-Recipient G. Medical Supplies and Expense H. Cost of Space-Non-Residential I. Room & Board-Residential Treatment • J. Service Payments $24,404 $24,404 K. Other $ 4,456 $ 4,456 L. Indirect Costs M. Totals $3 ,500 I $32,500 Part II - Computation of Unit Cost or Individual Fixed Rate A. 1 . Total Matchable Costs $ 32.500 2. Less: Earned Income for Unit Cost Method $ -0- 3. Net Matchable Costs $ 32,500 B. 1 . Total Service Unit Capacity, or 2. Total Anticipated Utilization Capacity C. Method of Computation or Source of Data D. Estimated Unit Cost or individual Fixed Rate: S per SS-0844 (2/83) amily Services 12 2of7 Part III - Distribution of Estimated Revenue for Total Cost Reimbursement Method (a) A. Estimated Eligible and Matchable Costs Numb (b) er Ratio 1 . Estimated Eligible Clients 13 100 2. Estimated Ineligible Clients 3. Total Clients 13 100 B. Eligible Costs (1 ) Matchable (2) Less (3) Net (4) - (51 Costs Eligible i Costs Earned Matchable Estimated for Financial [Part I, Line M, Income Costs of Eligibles Participation col . (3)1 [B. (1 ) Less (2)] [A. 1 . (b)] [B. (3) x (4)1 32,500 $ -0- S 32,500 100% : S32,500 .I .. Part IV - Additional Revenue and Fees • A. Program Costs Amount Source of Funds 1 . Federal/State Funds $ 32.500 JOBS 2. Local Matching Share 3. Other Budgeted Funds $ -n- 4. TOTAL REVENUE • 5-- 32,500 B. Fees (If Applicable) 1 . Administrative Fee $ -0- 2. Certification Fee 1 3. TOTAL FEES $ 0- i Part V - Reimbursement Projections (For Title XX Providers Only) July-September October-June Annual Projection Projection , 1 A. S Signed: ,/" dr ��/111W- 0 _3 Date:Prov1Cer/Autho iz-./lfficial 0(A(2-#(1.A._,J 7 0 -' Date: r2 A3 County rect3r/or 3esignee OSS-6244 (2/E3) Family Services 13 . uppurc ny tivagec �cneau �es A. Salary Schedule (2) (3) (4) (5) (6) (7) Number Pay % of No. of Months Annual ' Total of Persons Position or Title , Grade Time Employed Salary Cost 1 Development Specialist 66 10% 12 $29,014 $2,900 • 1 Total - Salaries ($2,901 'B. Fringe Benefit; () ) (2) (3) Total Type Method of Computation Cost FICA 7.65% of $2,901 $222 Retirement 4.93% of $2,901 ( $143 Health Annual Expense $3,740.64 X 10% $374 Total - Fringe Benefits $739 DSS-6844 (2/83) 14 ) 4of7 ytarT ueve ,opment - service t=unas Scneaule (1 ) (2) Total Item Cost • • Total Staff Development - Service Funds D. Travel Schedule (1 ) (2) (3) - (4} (5) Daily Subsistence (8) No. of No. of Rate per No. of (6) 1 (7) Total I Persons Position or Title Miles/Days Mile Days. Rate I Days Cost 1 Total - Travel E. Equipment - Tangible Property Schedule i (1 ) (2) (3) (4) No. of Total Units Item Cost oar Unit Cost • Total Equipment - Tanniu;e Property • 3SS-6844 (2/83) Family Services 15 5 of 7 F. Recipient Transportation Schedule (1 ) (2) (3) Total Item _ Method of Computation Cost la. Salaries j # of Pay % of # of Months' Annual Persons • Position or Title Grade Time Employed Salary lb. Fringe Benefits Type 1 Method of Computation • ` I 'Total Recipient Transportation DSS-6844 (2/83) Family Services 16 meoical supplies anu expense 6 of 7 (1 ) l (2) Total Item Cost f Total - Medical Supplies and Expense H. Cost of Space - Non-Residential Schedule (1 ) (2) Total Item 1 Cost i f Total Cost of Space - Non-Residential I. Room and Board Costs - Residential Treatment (1 ) (2) (3) Total Item 1 Method of Computation Cost 1 _ I Total Roo,;, aro 'car Costs - Resid en' , _I r°_atment_ MS-6844 (2/83) Family Services 7 of 7 17 ) ' J. Service Payment Schedule (l) (2) (3) (4) No. of Units Item Cost per Unit Total 15 OJT Contracts $1,636.93 ( $24,404 Total - Service Payment !$24,404 K. Other Expense Schedule ll ) (2) Total Item Cost Total - Other Expenses L. Indirect Cost Schedule (1 ) (2) (3) ! (4) Rate Rate Applied to: Amount Rate Applied to: Total 1 Director Salary a $61,043 ;$1,221 1 Adninstrative Assistance 10% $23,582 $2,358 Fringe Benefits Director: FICA 7.65% of $1,221 93 i t 4.93% of $1,221 j 60 Health Annual $2,789.04 X 2'/ 56 Administrative Assist: FICA 7.65 % of $2,358 180 Retirersnt 4.93% of $2,358 116 Health Annual $3,715.44 X 1O% 371 Total - Indirect Cost : $4,456 DSS-6844 (2/83) Family Services 4,4ri-/7-13 DATE F` i 7/9-5 ITEM - STATE OF NORTH CAROLINA DIVISION OF SOCIAL SERVICES COUNTY BOARD APPROVAL This is to certify that on August 17, , 19 93 , the ORANGE County Board of County Commissioners, in official session, approved the purchase of certain services from ECONOMIC DEVELOPMENT COMMISSION to be purchased under the terms of (provider agency) the Purchase Contract bearing the ID # M68178 August 17, 1993 , Ai `Atdigg 1 Date Chairman or Secretary 20 ATTACHMENT A State of North Carolina Division of Social Services Contract Application Page 1 of 8 I . Contract Summary A. This agreement is between the Orange County Department of Social Services (heretofore and hereinafter referred to as the "Department") and the _ Economic yeaQnment (ommissinn (Epp (heretofore and hereinafter referred to as the "Provider") . B. This agreement shall be in effect from 7/1/93 to 5/31/94 C. Services to be Provided: (1) (2) (3) (4) (5) • Number of Number of Definition Service Persons Units of of Unit Service Code Served Service of Service Job Assessment 521 13 13 1 Participant OJT 544 13 1 13 1 Participant Any additional services should be listed in III. -Service Program Description D. Area to be Served: The participant must be employed at a minimum of 30 hours per week and a maximum of 40 hours per week. The length of the training period must be determined by utilizing the Dept. of Labor (DOL) Specific Vocational Preparation Manual. DSS-1292 (4/87) Family Services • 21 State of North Carolina Division of Social Services Contract Application Page 2 of fl E. Contract Identification: • 1 . Provider a. Name of Contract Administrator Ted Abernathy Tel. i/: (919) 732-8181 Ext 2326 b. Name of Program Contact Person: Ted Abernathy Tel if: c. Program Name, Location and Mailing Address: 110 E. King St. P.O. Box 1177, Hillsborough, NC 27278 d. Additional Service Delivery Sites: none e. Status: Qcl Public ( ) Private, non-profit ( ) Private, for profit ( ) Individual f. Provider Contract ID 1/: M 68178 2. County Department of Social Services a. Name of Contract Administrator: Martha Pryor-Cook Tel. x/:(819) 732-8181 Ext 2802 b. Name of Services Program Contact Person: Gwendolyn Price Tel. #: (919) 732-8181 Ext 2847 c. Address of County Department of Social Services: P. 0. Box 8181 Hillsborough, NC 27278 DSS-1292 (4/87) Family Services 22 State of North Carolina _ Division of Social Services Contract Application Page 3 of 8 II. Fiscal Provisions A. Amount of Reimbursement: • Reimbursement under the terms of this agreement will be limited to a maximum of: $ TOTAL = $ SSBG + $ IV-B + $ x,1,617.13 State + $ RAP + $ County + $20,882.87 Other (identify) : Federal (Optional: County funds consist of $ for (funding source) and $ for . ) (funding source) B. Method of Reimbursement: 1. For Purchase Contract (DSS-2497) Total and Unit Cost: (.)0 a. Reimbursement will be made in accordance with the current budget approved by the Department and on file with both parties. The amount of reimbursement will be based on allowable expenditures made in behalf of eligible clients, determined in accordance with acceptable cost allocation methods . The Provider will report all expenditures made under the terms of the contract. ( ) b. Reimbursement will be made at a unit cost rate of $ per unit of reimbursement delivered to eligible clients for an estimated number of units . The Provider will document total expenditures made under the terms of the contract to the Department within thirty days after the termination of this contract, or as instructed by the Department. Reimbursement which exceeds actual allowable cost will be adjusted to actual allowable cost. 2. For Vendor Agreements (DSS-2252). Fixed Rate Reimbursement will be based on: ( ) a. a standard fixed rate or ( ) b. an individual fixed rate. c. Reimbursement will be made at a fixed rate of $ per unit of (define) for an estimated number of units . Reimbursement will be based on the actual number of units delivered whether over or under the estimated number. If multiple components are being purchased, additional rates and units can be identified as follows: DSS-1292 (4/87) Family Services • 23 ' State of North Carolina Division :;f Social Services Contract Application Page 4 of p C. Reimbursement Reporting: 1. Expenditures The Provider will report expenditures monthly in accordance with policy set forth by the Controller's Office, Division of Social Services , issued via the Fiscal Manual. Expenditures are to be reported on the DSS Administrative Costs Report (Form DSS-1571, Part III) . Reports are to be submitted to the Department by the fifth working day of the month following the month in which services were delivered. The Department will reimburse the Provider monthly, • usually by check, upon receipt of a completed and correctly filed report. 2. Reporting for the Statewide Services Information System (SIS) In addition to the Administrative Cost Report (DSS-1571, Part III) , the Provider will submit to the Department the Monthly Report of Service Delivery (DSS Form 1571, Part IV) . This should be submitted along with the Administrative Cost Report by the fifth working day of the month following the month in which services were delivered. The units reported in Column 12 of the 1571 Part IV are the units of service defined in Column 5 of I . C. of this Attachment. Service definition and reporting instructions are found in Family Services Manual, Volume VI, Chapter IV. D. Audit Requirements The Provider shall be responsible for compliance with the audit requirements of Department of Health and Human Services federal regulation 45 CFR Part 74, Administration of Grants, or State Administrative Procedures Manual for Federal Block Grant Funds , whichever is applicable. These regulations stipulate that an annual audit be performed for the fiscal year in which contract funds were received. ( ) 1. NA Private, non-profit if amount of reimbursement received is under $1,000; private, for profit or individual ( ) 2. (Applicable to Private, Non-Profit Providers if reimb. $1,000 or over) An annual audit is to be performed in accordance with OMB Circular A-110 by an "independent auditor." "Independent auditor" means either: (a) a state government auditor from the Department of Human Resources or the Department of Administration, Office of the State Auditor; or (b) a certified public accountant. Upon completion of the audit, a copy of the audit report must be forwarded to the county department of social services . DSS-1292 (4/87) Family Services • 24 State of North Carolina Division of Social Services Contract Application Page 5 of 8 • ( ) 3. (Applicable to Public Hospitals, Colleges, and Universities) The annual audit must be performed in accordance with OMB Circular A-110. It is not necessary for the institution to program audits performed separately from an all-inclusive single audit which entails all revenues and expenditures of the public agency. However, it is the responsibility of the contractor to insure that the contract program is included in the institution's single annual audit. A 'copy of the audit report must be provided to the County department of social services upon completion of the annual audit. (X) 4. (Applicable to State or Local. Government Agencies) An annual audit is to be performed in accordance with 0MB Circular A-128 by an independent auditor. Upon completion of the audit, a copy of the audit report must be forwarded to the county department of social services. E. Client Fees for Service (X) 1. No fees will be charged to individuals determined to be eligible for services by the department of social services. ( ) 2. The service(s) under contract with the Provider are services for which a client fee may be assessed. Policy regarding the assessment and collection of fees is contained in Family Services Manual, Volume VI, Chapter III. If a client is to be charged a fee, the department will inform the. Provider of the amount of the fee to be charged and of any subsequent changes by way of the Purchase of Service Referral and Authorization (DSS Form 1360) . The Provider will establish a plan with the client for collecting the fee on at least a monthly basis; and when fees are not paid within ten days of the due date, will bill the client in writing and send a copy of the bill to the Department. NO OTHER FEES FOR SERVICES MAX BE CHARGED TO THE CLIENT. Client fees are to be reported on the Monthly Report of Service Delivery (DSS Form 1571, Part IV) . F. Management of the Funding/Matching Share Requirement ( ) 1. A cash transfer of the matching share will be made to the county department of social services in accordance with the terms specifed in the Donation Agreement (DSS-1319) . DSS-1292 (4/87) Family Services , 25 State of North Carolina Division of Social Services Contract Application Page 6 of 8 • ( ) 2. The provider certifies through the contract budget attached to this contract that the matching share is available. Further, it is agreed that the provider will report all program costs incurred each month relating to this contract on the DSS-1571. However, reimbursement will be limited to the federal/state financial participation rate. ( x) 3. The county department of social services is providing the match. G. Provider Fees .(For Purchase Contracts Only) ( ) 1. The Provider agrees to pay the Department/Division up to $ Administrative Fee as payment- in full for the administration of the contract. The amount of the fee is five percent of the matching share contributed by the Provider. • ( ) 2. The Provider agrees to pay the Department up to $ Certifica- tion Fee as payment in full for the determination and certification of client eligibility. The amount of the fee is five percent of the matching share contributed by the Provider. Monitoring and Certification Fees, when applicable, will be deducted from the amount to be reimbursed. • • P DSS-1292 (4/87) Family Services 26 State of North Carolina Page 7 of 8 Division of Social Services Contract Application • III . Service Program Description On-the-Job Training (OJT) is a subsidized employment opportunity in which a Job Opportunities and Basic Skills (JOBS) Program partici- pant is hired and provided skill training by an employer. OJT will provide work experience to bring skills to a level that will be competitive in the marketplace and improve employability potential through more substantial supervision and directions than normally available in an unsubsidized work situation. OJT will be purchased by the Orange County Department of Social Services from Economic Development Commission (EDC) . The EDC will be responsible for the development of job sites, the placement of participants, monitoring participants activities and contract compliance. The provider, EDC, will enter into sub-contracts with employers for OJT. The length of the participant training period must depend on the Specific Vocational Preparation (SVP) level described by the Department of Labor (DOL) . Employers must provide training essential to the adequate performance of the job and compensate employees at a rate comparable to other employees performing the same or similar job. Upon successful completion of the training, the employer is expected to hire and retain the participant as a regular employee. The purchaser will pay 1/2 of the wages paid to the participant, based on the number of actual hours worked, by the employer upon billing by EDC. This reimbursement is to be used solely to compensate employers for training cost. The Development Specialist and Administrative Assistant report to the Director. The Director will be responsible for the overall development of the OJT program and the direct supervision of the Development Specialist and Administration Assistance. The Director and Development Specialist will inform the public of the OJT program and aid in developing employer interest. The JTPA director will monitor the subcontracts, review participant progress and request for reimbursement from the employer. The subcontractor will submit budget invoices and documentation of cost; including a detailed breakdown of OJT cost to EDC. The Administration Assistant will complete the DSS 1571 Part III and Part IV for reimbursement of expenses. JOBS participants will be assessed by JOBS staff and referred to OJT via a DSS-1360 (Attachment 1 ) , if determined a good candidate for OJT. The Development Specialist will assess the JOBS client for OJT 27 • Page 8 of 8 • participation and provide written feedback of participant status . If the participant is placed in an OJT slot, the provider must forward a copy of the sub-contract. The JOBS staff will maintain, at a minimum, monthly contacts with EDC to keep abreast of par- ticipant progress . The JOBS Program requires monthly reporting of hours of participation. The JOBS Time Card is due on the 5th day of the month following the month of participation. The Development Specialist will be responsible for obtaining the time card and forwarding to JOBS staff. The Development Specialist will develop job opportunities ,by con-tracting area employers, schedule participant appointments and conduct counseling sessions. At a minimum, the record maintained by EDC will contain: 1 ) the initial JOBS Referral Form and response; 2 ) documentation of OJT agent' s contacts with the participant and/or sub-contacts with the employer on behalf of the recip- ient and documentation of service provision; 3 ) invoices or bills documenting wages paid to the client by the employer. DSS-1292 ATTACHMENT I 28 PURCHASE OF SERVICES: REFERRAL AND AUTHORIZATION a . I. REFERRAL TO COUNTY DEPARTMENT OF SOCIAL SERVICES Please determine the need and eligibility of the following individual for • service 151 Irom provider. Referred by Date Agency II. CLIENT INFORMATION A, Individual to Receive Service(s) Address Telephone Bi rt'hdate Responsible Adult (it other than above) It). AUTHORIZATION A. The provider (is) (is not) authorized to claim reimbursement for services provided to the individual named above. B. Service is authorized from , 19 through , 19 C. Purchase Program I De D. Authorization Terminated Effective , 19 IV. SERVICE INFORMATION A. The provider is authorized to claim reimbursement in accordance with the Purchase of Service Contract for the following services provided to the individual named above: Service Code _ fee $ per unit: effective: Service Code fee $ per unit:, effective: Service Code fee $ per unit: effective: Service Code fee s per unit: effective: B (To be completed if Child Day Core Services ore authorized in Section IVA). As port of the Child Day Core Services outhorized in Section IVA, supplemental needs services (ore)(are not) authorized for reimbursement at the supplemental needs payment rote. • V. ELIGIBILITY INFORMATION A. Individual category of eligibility code B. Recipient IDN DEPARTMENT OF SOCIAL SERVICES. SERVICE WORKER TELEPHONE:. Signature of Authorized County Representative Date County Identifier IN REPLY, REFER TO:, County Case Number DSS•1360(Rev. 7/85) Family Services 29 •JRPOSE OF FORM: This form is to be used to reter o client to the D55 for out horizaton to provide services, and for county DS5's to transmit to providers the authorization and the data necessary to claim r•imbvrsem.M. SECTION I: (To be completed by the referring ogency if the form is initiated by someone other than the DSS.)Specify the requested service(s)and the ogency to be providing the service(s). Indicate the person making the referral and the agency he represents. The agency moking the referral may be the provider agency. SECTION II: (To be completed by the initiator of the form, whether it is the referring ogency or the county D55.) If it is completed by the ref erring agency, the D55 should compare the information with their records for accuracy of Home, address, and birthdote. , SECTION III: (To be completed by the DSS only.)Line A. Indicate whether the provider is or is not authorized,to provide services under Title XX by circling(is)or(is not). (IF THE PROVIDER IS NOT AUTHORIZED, DO NOT COMPLETE Ill B, IV,OR V.) Line B: Specify the time period for which service(s) is authorized. Line C: Enter the Purchase Program ID R. If the form is initiated by the provider agency, they may enter this number to facilitate processing. Line D: Enter the date of termination of authorizoton if client situation changes before the end of on existing period of authorization. SECTION IV: (To be completed by the DSS only.)Item A: Enter the code for the authorized service(s)or component of the discrete service in occordonce with the service codes reflected on the client's service plan (DSS•2515/2516). If fees ore applicable specify the fee to be imposed for the service, the unit of service to which the fee applies, e.g., per task, per client, per hour, etc. Enter the dote the provider is to begin imposing the fee if the form is being used to inform the provider of o change in the amount of o fee during on established period of authorization.The effective dote line con be left blank if the efiecr, a dote cf the fee is the some as the beainr.■ng dote of the period of authorization, Item E If Child Doy Cc•e -- Services ore authorized in Item A of this Section, indicate whether supplemental needs services are or ore not authorized for reimbursement of the supplemental needs payment rate by circling (ore)or (ore not) SECTION V: (To be completed by the DSS only.) Designate the recipient category reflected on the client's service plop (DSS•2515/2516). •Code 001—Current Recipient of SSI—Aged 'Code 002—Current Recipient of 551—Blind •Code 003—Current Recipient of 551—Disabled 'Code 005—Current Recipient of AFDC •Code 007—Medicoid Only—Recipients 'Code 013—WIN Eligible "Code 009—Income Eligible with Less than 60% of Established Income "Code 010—Income Eligible with 60%-79% of Established Income • "Code 011—Income Eligible with B0%-100%Of Established Income ••'Code 012—Without Regard to Income •••Code 014—Child Welfare Services •"Code 019—Without Regard to Income—Adjustment Services for the Blind and Visually Impaired, Adoption Services, Foster Care Services for Adults, Foster Care Services l'eir Children For purposes of the 50 Percent Rule: •indicates individuals who ore in income maintenance and related status , _ • "indicates individuals who ore in family income status •'•ts not considered in calculating compliance Line B: Enter the ID K of the recipient for whom this service is authorized. • Enter the name of the DSS, the name of the service worker'completing the form and the telephone number of the service worker. The form is to be signed by on authorized representative of the county.DSS. Enter the dame on which the form was signed. The County Identifier and County Cos.x lines ore optionol and may be used by the county to facilitate distribution or filing within the ogency. if th•county opts to use the County Case N,the provider must use the number when corresponding with the county about this particular diem. DISTPJBUTION: Complete in duplicate. One copy for service record and one copy for provider agency. DSS•1360(Rev. 7/85) Family Services