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Backup Documents 03/22/2016 Item #16D6 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s)(List in routing order) Office Initials Date 1. Louise Pelletier Community and Human Services 03/22/16 2. Jennifer Belpedio County Attorney Office % 3 /It j , 3. BCC Office Board of County Commissioners t) 6, 4. Minutes and Records Clerk of Court's Office --re, LI i 1.3, Ilk, L4 :-23-. PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information i needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Louise Pelleti r CHS Phone Number 252-2696 Contact/ Department Agenda Date Item was 03/22/16 Agenda Item Number 16 D.6 Approved by the BCC Type of Document Hunger&Homeless Coalition HMIS Number of Original 1 Attached Agreement Documents Attached PO number or account NA number if document is to be recorded INSTRUCTIONS&CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is appropriate. es N/A(Not (Initial) Applicable) 1. Does the document require the chairman's original signature? � D t�� / LP 2. Does the document need to be sent to another agency for additional signatures? f yes,provide the NA Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be signed by LP the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 1 4. All handwritten strike-through and revisions have been initialed by the County Attorney's Office and NA all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the document or LP the final negotiated contract date whichever is applicable. 6. "Sign here'tabs are placed on the appropriate pages indicating where the Chairman's signature and LP initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip should NA be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 03/22/16 and all changes made during the meeting LP have been incorporated in the attached document. The County Attorney's Office has reviewed -...„. PI the changes,if applicable. — 9. Initials of attorney verifying that the attached document is the version approved by the BCC,all LP changes directed by the BCC have been made,and the document is ready for the Chairman's �Vi , signature. il.-..1 .- I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12 n 6 MEMORANDUM Date: April 22, 2016 To: Louise Pelletier, Case Management Community Human Services From: Teresa Cannon, Deputy Clerk Minutes & Records Department Re: Homeless Management Information System Sub-Recipient Participation Agreement & Data Quality Standards w/Hunger and Homeless Coalition of Collier County Attached is one (1) copy of each document referenced above, (Agenda Item #16D6) approved by Board of County Commissioners on Tuesday, March 22, 2016. The original Agreement is being held in the Minutes and Records Department as part of the Board's Official Record. If you have any questions, please contact me at 252-8411. Thank you. Attachment v.., ,,,40, ir"") 1 6 0 6 ......„..- Hunger&Homeless Coalition cif C.olher(.oUf€y Homeless Management Information System Sub-Recipient Participation Agreement & Data Quality Standards Between Hunger and Homeless Coalition of Collier County & Collier County I. General Information 1.1 Overview A Homeless Management Information System (HMIS) is an electronic information system designated by a Continuum of Care (CoC) to process Protected Personal Information (PPI) and other data in order to create an unduplicated accounting of homelessness within the CoC. A HMIS may provide other functions beyond unduplicated accounting. 1.2 Purpose The purpose of the Data Quality Standard is to standardize expectations and provide guidance to HMIS participating programs on the extent and quality of data entered into the Hunger and Homeless Coalition of Collier County HMIS system. 1.3 Confidentiality The sub-recipient acknowledges it is responsible to uphold relevant federal and state confidentiality regulations and laws that protect Client records. The sub-recipient shall only release client records with written consent by the client, unless otherwise provided for in the regulations. Attachment 1 is a sample consent form the sub- recipient may adopt for client use. The sub-recipient shall abide specifically by federal confidentiality regulations as contained in the Health Insurance Portability and Accountability Act Privacy Regulations, commonly known as the `HIPAA Act' or the Privacy Rule (45 CFR Part 164). 1 yfi= a 1 6 In general terms, the federal privacy rule protects all "individually identifiable health information" held or transmitted by a covered entity (Hunger and Homeless Coalition of Collier County) or its business associates (sub-recipient), in any form or media, whether electronic, paper, oral, or photographic. The Privacy Rule refers to this information as "protected health information (PHI)". PHI is information, including demographic data that relates to: o The individual's past, present or future physical or mental health or condition o The provision of health care to the individual o The past, present or future payment for the provisions of health care to the individual and that identifies the individual or can be used to identify the individual II. Development Process The Hunger and Homeless Coalition of Collier County HMIS Data Quality standards were developed through a collaborative effort across homeless service providers and spearheaded by the Data Committee. 2.1 Homeless Management Information System (HMIS) For the purposes of this document, the HMIS means ClientTrack software application and all modules, assessments, reporting capacities, standard or customized, contained therein. 2.2 Definition of Data Quality HMIS data quality refers to the extent that data recorded in Hunger and Homeless Coalition of Collier County HMIS accurately reflects the same information in the real world. A perfect overlap between data and reality would result in a hypothetical data quality rating of 100 percent, while a data quality rating of 0 percent would indicate that there is no match between the information entered into a HMIS and the same information in the real world. No data collection system has a quality rating of 100%. However, to meet Hunger and Homeless Coalition of Collier County goal of presenting accurate and consistent information on homelessness, it is critical that the HMIS have the best possible representation of reality as it relates to homeless people and the programs that serve them. Specifically, the goal is to record the most accurate, consistent and timely information in order to draw reasonable conclusions about the extent of homelessness and the impact of homeless services. 2.3 Supporting and Legacy Systems For the purposes of this document, all legacy and supporting systems are identified as non-ClientTrack software that transfers information to the Hunger and Homeless Coalition of Collier County HMIS. 2 ® i 1 6 n 6 2.4 Key Documents Key documents needed as supporting references to this document are listed below: • Housing and Urban Development (HUD) Homeless Management Information System (HMIS) • The effective date of the 2014 HMIS Data Standards is October 1, 2014. This means that all HMIS solutions must be programmed to collect data based on the 2014 Standards by that date from time to time link provided. (Attachment 2) • HUD Notice on Violence Against Women Amendment (VAWA), March 2007 link provided. (Attachment 2) 2.5 Points of Contact Hunger and Homeless Coalition of Collier County Christine Welton HMIS Program Manager HHCCC HMIS@collierhomelesscoalition.org 239-263-9363 Collier County Kim Grant Division Director, Community and Human Services KimberleyGrant@colliergov.net 239-252-6287 2.6 HMIS Lead Hunger and Homeless Coalition of Collier County Responsibilities • The Lead shall: o Provide initial training and periodic updates to agency staff on the HMIS system. Attachment 2 will be provided to sub-recipient as reference—HMIS Data Standards, Revised Noticed, October 2014. o Provide technical assistance within reason (i.e., troubleshooting and report generation) o Provide license administration, user identification and password initiation for the sub-recipient o Not give or share assigned passwords and access codes of the database with any other agency, business or individual 3 6 6 o Provide two (2) user licenses and support services at the expense of the grant where possible. Additional licenses beyond the provided user licenses provided by grant funding shall be at the expense of the sub- recipient. o Monitor operation of the HMIS and notify sub-recipient when appropriate, upon discovery of any erroneous data or erroneous application of the system. Hunger and Homeless Coalition of Collier County is NOT solely responsible to discover any erroneous data or erroneous application of the system. o Not solicit or input information from sub-recipient into the database unless it is essential to provide services or to conduct evaluation or research o Agree not to release any confidential information received from the database to any organization or individual without proper sub-recipient consent o Ensure all staff, volunteers and other persons issued a User ID and password receives basic confidentiality training and a single user is identified for each user identification and password issued o Understand that the sub-recipient data will be encrypted at the server level using encryption technology o Not be denied access to sub-recipient data entered by the sub-recipient. Participating sub-recipients are bound by all restrictions placed upon the data by the client of any participating sub-recipient. Hunger and Homeless Coalition of Collier County shall diligently record in the system all restrictions requested. Hunger and Homeless Coalition of Collier County shall not knowingly enter false or misleading data under any circumstances. o Not cause in any manner or way, corruption of the database. o Use client information in the database, as provided to Hunger and Homeless Coalition of Collier County or participating sub-recipients to assist Hunger and Homeless Coalition of Collier County in providing adequate and appropriate services to the client. o Agree that transmission of material in violation of any federal or state regulations is prohibited. This includes, but is not limited to, copyright material, material legally judged to be threatening or obscene, and material considered protected by trade secret. 2.7 Sub-Recipient Responsibilities • The Sub-recipient shall: o Utilize an appropriate Client Consent/Information Release as developed in conjunction and coordination with sub-recipient, for all clients providing information for the database. The Client Consent/Information Release form, once signed by the client, authorizes client data to be entered into the database and authorizes information sharing with other sub-recipients and Hunger and 4 • t t V ti. Homeless Coalition of Collier County. A Copy of the Client Consent/Information Release form shall be electronically uploaded to client files within the database. o Understands that this agreement does not require or imply services must be contingent upon a client's participation in the database. Services should be provided to clients regardless of participation provided the clients would otherwise be eligible for services. o Not give or share assigned passwords and access codes of the database with any other agency, business or individual o Notify all other participating sub-recipients and Hunger and Homeless Coalition of Collier County if a client withdraws consent for release of information. The sub-recipient shall be responsible to ensure that client's information is unavailable to all other participating sub- recipients. o Keep signed copies of the Client Consent Form/Information Release forms for a period of 6 years. Copy of said documents may be scanned and stored at client level in the HMIS system to comply. o Ensure all staff, volunteers and other persons issued a User ID and password receives basic confidentiality training and a single user is identified for each user identification and password issued. o Utilize the HMIS to collaborate with other participating sub-recipients by sharing client information. The sub-recipient is responsible to determine if collaboration is appropriate and is responsible to implement interagency procedures to comply with all privacy regulations. Referral services to other HMIS agencies will be completed through the HMIS for reporting requirements on client outcomes. o Consistently enter information into the database and will strive for real-time or close to real time data entry. o Domestic Violence agencies will not be included in HMIS as per HUD Notice of Violence Against Women Amendment (VAWA), March 2007 (Attachment 3). o Domestic Violence agencies agree to provide, at least quarterly, a Point In Time (PIT) and Housing Inventory Count (HIC) as well as a Annual Progress Report (APR) of unidentifiable information of the bed utilization rate. o Not alter information in the database that is entered by another sub- recipient with known inaccurate information (i.e., sub-recipient will not purposefully enter inaccurate information to over-ride information entered by another sub-recipient) o Not include profanity or offensive language in the database o Utilize the database for business purposes only o Not use the database with the intent to defraud federal, state or local governments, individuals or entities or to conduct any illegal activity o Not cause in any manner or way corruption of the database. 5 16Q $ o Agree that transmission of material in violation of any federal or state regulations is prohibited. This includes, but is not limited to, copyright material, material legally judged to be threatening or obscene, and material considered protected by trade secret. III. Data Quality Standards All Contributing HMIS Organizations (CHO), including those transferring data from legacy and supporting systems, are expected to achieve and maintain general standards of timeliness and completeness, including Universal Data Elements for clients and Program-Specific Data Elements. All participating programs, including those transferring data from legacy and supporting systems, are expected to achieve and maintain the general standard. Presenting accurate and consistent information on homelessness, it is critical that the HMIS have the best possible representation of reality as it relates to homeless people and the programs that serve them. Specifically, the goal is to record the most accurate, consistent and timely information in order to draw reasonable conclusions about the extent of homelessness and the impact of homeless services. 3.1 Timeliness Consistently enter information into the database and will strive for real-time or close to real time data entry, The purpose of timeliness is to ensure access to data when it is needed, either proactively (for monitoring, publishing information to increase awareness or to meet reporting requirements) or reactively (in response to a request for information or to respond to inaccurate information). Emergency Shelters, Homeless Programs, Outreach Programs and Prevention shall have the following timeliness requirements: o Sub-recipients will ensure entry for new clients, services and entry/exits upon initial program entry or as soon as possible thereafter, but in no instance shall be longer than five (5) business days from initial contact. o All HMIS participating programs shall review data for new clients, services and entry/exits at the end of each month for quality control in order for the HMIS Lead (Hunger and Homeless Coalition of Collier County) to create monthly progress reports. IV. Reports 4.1 The HMIS Lead (Hunger and Homeless Coalition of Collier County) (Hunger and Homeless Coalition of Collier County) shall provide periodic reports tracking 6 1606 identifiable information to support the development and continuation of the programs. • The HMIS Lead (Hunger and Homeless Coalition of Collier County) shall retain access to identifying and statistical data on the clients served by sub- recipients. • The HMIS Lead (Hunger and Homeless Coalition of Collier County)'s access to data on clients it does not serve shall be limited to non-identifying data and statistical data. • The HMIS Lead (Hunger and Homeless Coalition of Collier County) will prepare only unidentified, aggregate data to enable the HMIS Lead (Hunger and Homeless Coalition of Collier County) and the sub-recipient to develop homeless policy and planning decisions in preparing federal, state or local applications for homelessness funding to demonstrate the need for and effectiveness of programs and to obtain a system-wide view of program utilization. V. Terms and Conditions Neither party to this Agreement shall transfer or assign any rights or obligations without the written consent of both parties. This Agreement shall be effective on January 1, 2016 and shall continue until the agreement is terminated. Notwithstanding the foregoing, this Agreement may be terminated by either party with at least 90 days advance written notice given to the other party ATTEST: HUNGER AND HOMELESS COALITION OF COLLIER COUNTY 14(r;l' By: Dated: (SEAL) 7 I A n .,,,,, 1. COLLIER COUNTY IA.):\FMTIEGS:HTT: E. BR' Ot'C'K, , CLERK 11 . ' QCXYQAYA9--, By: 4.4714/40 JA Attest as tot'i t lifniggY CLERK DONNA FIALA, CHAIRMAN ... . , .iiIiIM:3re only; - --. Approved for form and legality: ak ...9 ,e..........----,.. 77- Jennifer A. Belpe Assistant County Attorney o3) or\t‘L‘) 2- 8 Information Network for the Community of Collier County A+-1-ac I m e - 't 1 1N000' Client Consent for Network Data Sharing/Release of Information Authorization , [ e, v What is INCCC of Collier County? When you request or receive services from Collier County Housing and Human Services,we collect information about your household and enter it into a computer program that helps us to keep track of that information in the INCCC (Information Network for the Community of Collier County.) This program is used primarily by the Collier County Hunger&Homeless Coalition,a group of agencies and county departments working together to provide services to homeless and low-income persons and families. For us to share information with other partner agencies,you must sign a Release of Information Authorization. A legal guardian must sign for a minor or a person who is unable to provide consent. We will not deny services to you if you choose not to authorize sharing of information with partner agencies. Why should you 'agree to have your information How is my information kept secure and for how long shared with other agencies that use INCCC of Collier if I agree to allow my information to be County? shared? By sharing your information with the partner agencies in • If you allow us to share information about you,only INCCC you will help: authorized persons at INCCC Partner Agencies will be • Yourself;by providing your basic information able to view your information. only once. • Executive Directors of the INCCC Partner Agencies • Yourself,by allowing the agency to identify other and agency staff who are authorized to view your services or programs you may be eligible for. information have signed agreements to treat your • The agency,by allowing the agency to better information in a professional and confidential manner, coordinate services for you and your household. and maintain agency procedures to ensure this. • The agency,by allowing them to better assess your • INCCC maintains many safeguards,including a PKI needs and track whether your needs are met. Certificate on the agency computers that access your • The agency,by allowing them to count accurately information. This means only specific computers used the number of homeless persons,the services by authorized persons can access your information. available and what other services are needed. * Collected information may be used in reports to funders,and to show need for services,but no personal information is included: What information will be shared? The information about you (or any person for whom you have legal custody or guardianship)that may be shared with our other Partner Agencies in the information network when you sign this authorization includes: • Family/Relationship Information • Veteran Information • Income&Benefits Information • Program&Service Involvement • Education&Vocational History • Primary Client Identifiers: • Employment History Name,Birth Date,Gender,Social Security • Housing History Number,Race,Ethnicity,Veteran Status This information that you agree may be shared will be available to other INCCC of Collier County Partner Agencies for a period of three(3)years.You may stop the permission for sharing by contacting this agency and requesting in writing to stop data sharing,in which case any currently shared information will become non-shared from that point forward. INCCC Partner Agencies may change over time;you may always request a current listing of INCCC Partner Agencies. Name of Client,printed Name of Legal Guardian(for minor or unable to provide consent),printed If you agree that you understand the INCCC Interagency Data Sharing process,please complete below: I choose to Consent to share my information in I choose to Decline to share my information in Network Network Data Sharing with the INCCC Partner Agencies. Data Sharing with the INCCC Partner Agencies. / I SIGNATURE OF CLIENT OR GUARDIAN Date SIGNATURE OF CLIENT OR GUARDIAN Date Agency Personnel Name(printed) Agency Personnel Signature Agency Name Date INCCC D601C2005,Revised 8/17/2006 Information Network for the Community of Collier County �IiNCCC BRIEF EXPLANATION OF INCCC (HMIS) op o When you request services(such as housing,case management,health or social services)from a agency,which is a member in the Collier County Hunger&Homeless Coalition,we collect personal information directly from you for reasons that are described in detail in our Notice of Uses and Disclosures. We may be required to collect some personal information by law,or by organizations that give us funds to operate this program. Other personal information that we collect is important to run out programs,to better understand the needs of persons who are homeless,and to improve services to address those needs. The information is entered into a countywide central database called the INCCC.Authorized individuals at our agency may have access to your information for case management,billing, administrative or analytical purposes. There are also a limited number of employees or contractors of the Collier County Hunger&Homeless Coalition that may have access to your personal identifiers for system administration purposes,such as backing up the database and merging duplicate client records. Unless you request that your record remain hidden,your personal identifiers(such as your name, date of birth,gender and social security number)will also be disclosed to other INCCC agencies so they can easily locate your record if you go to them for services. Beyond your identifiers,this agency will only share your information with other agencies if you give written consent. Specifics on our privacy policies and the safeguards we're using to protect your information are included in our Notice of Uses and Disclosures(provide copy of Notice to client). You should be aware that you have the right to refuse to provide personal information,unless it is necessary to determine eligibility for a specific program or service. You will not be denied services if you decide not to share information that is not specifically required to determine program eligibility. Also,you have the right to see a copy of your client information upon request. IF AGENCY IS PART OF A DATA SHARING NETWORK: If you receive services from more than one agency,you may be asked for the same information by each agency. If you are interested,the INCCC allows parts of your information,such as education and employment information,to be shared with other agencies in our sharing network. That means your information can be made available to all of the agencies in our network that you go to for help. Sharing information between agencies can reduce the number of times you are asked for the same information,and it can help improve the overall quality of services you receive.Numerous safeguards are in place to ensure the confidentiality of the information you provide. You must provide your written permission for us to share your data with other agencies in our Network.You can do so by signing this form. You are not required to share your information in order to receive services from this agency. If you do provide permission to have your general client information shared with other agencies that provide services to you,you may revoke that permission in writing,at which point your general client information will no longer be shared with other agencies. Page 1 of 1 • Information Network for the Community of Collier County 16 , 6 IN.CCc INCCC Partner Agencies List; Provided as an attachment to the Client Consent for Network Data Sharing This attachment to Collier County Housing and Human Services Client Consent for Network Data.Sharing agreement lists those INCCC (Information Network for the Community of Collier County)Partner Agencies who will receive access to your specified information. Please note that the number and names of the participating agencies is subject to change. However, a copy of the listing is available upon request at any time. INCCC Partner Agencies Collier County Housing and Human Services Catholic Charities Family Resource Center Catholic Charities Guadalupe Social Services David Lawrence Center, Path Program lmmokalee Friendship House St. Matthew's House Wolfe Apartments D600C2006 List of INCCC Partner Agencies Attachment for D602C2005 Client Consent to Release Information Date:04/08/2009 1 6 n 6 Attachment 2 Links Housing and Urban Development (HUD) Homeless Management Information System(HMIS) Data and Technical Standards, 2014/revision to be provided https://www.hudexchange.info/resources/documents/HMIS-Data-Standards-Manual.pdf HUD Notice on Violence Against Women Amendment (VAWA), March 2013 https://www.hudexchange.info/resources/documents/Federal-Register-Proposed-Rule- Amendment-Violence-Against-Women-Act-2013.pdf