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Agenda 06/25/2013 Item #16D 56/25/2013 16.D.5. EXECUTIVE SUMMARY Recommendation to approve a grant application for a 3 -year Florida Department of Children and Families Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant that is part of the Victims Advocacy Organization (VAO) Grant Program (Fiscal Impact $1,707,182.94 over 3 years) OBJECTIVE: To expand the drug court program in order to assist those citizens with substance abuse and mental health problems in the community. CONSIDERATIONS: This grant application is the first of the VAO pilot program. The VAO organizations involved in this application are the David Lawrence Center and the Sherriff s Office. The County departments involved are the Housing, Human, and Veterans Services Department (HHVS), the Clerk of Courts and the Grants Compliance Office of the Office of Management and Budget. The work on development of this application began before the Board approval of the program in late May, so the pilot processes are being utilized and developed to the extent possible. For example, a working group of the aforementioned organizations and County departments have been meeting to decipher the regulations, and develop the budget and narrative for the application accordingly. The Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant was created within the Department of Children and Families (DCF) by the 2007 Legislature (Section 364.658, Florida Statutes.) The purpose of the grant is to "provide funding under the program to counties (or consortia comprised of two or more counties each) with which they can plan, implement, or expand initiatives that increase public safety, avert increased spending on criminal and juvenile justice, decrease admissions to the state forensic hospital and improvement the accessibility and effectiveness of treatment services for adults and juveniles who have a mental illness, substance use disorder, or co- occurring mental health and substance use disorders and who are in, or at risk of entering, the criminal or juvenile justice systems." (Source: Statement of Need and Purpose, DCF Grant Application Packet.) DCF announced on May 9, 2013 the availability of funding through a grant application process. This application will allow for a 3 -year funding cycle. The maximum available for each year is $400,000. Collier County and its collaborative partners are requesting the following amounts by years: If awarded, the overall impact of this grant will be $1,707,182.94. Although this is new application, an award would result in the continuation of an existing grant and program. The Board of County Commissioners accepted the grant for the existing program on September 28, 2010 (Item # 16.13.6). HHVS is in the final 8 months of the current 3 -year contract. The current funding provides diversion strategies and treatment efforts related to mental illness, substance abuse disorders or co- occurring mental health and substance abuse disorders in order to reduce the demand on the resources of the judicial, corrections, juvenile detention and health and social services. HHVS is currently implementing the program in conjunction with partners: David Lawrence Center (DLC), Collier Packet Page -749- 1 $ 272,592.22 $ 278,706.64 $ 21,462.40 2 $ 281 476.81 $ 268,706.64 $ 16,462.40 3 $ 292,606.79 $ 258,706.64 $ 16,462.40 Totals $ 846 675.82 $ 806119.92 $ 54 87.20 If awarded, the overall impact of this grant will be $1,707,182.94. Although this is new application, an award would result in the continuation of an existing grant and program. The Board of County Commissioners accepted the grant for the existing program on September 28, 2010 (Item # 16.13.6). HHVS is in the final 8 months of the current 3 -year contract. The current funding provides diversion strategies and treatment efforts related to mental illness, substance abuse disorders or co- occurring mental health and substance abuse disorders in order to reduce the demand on the resources of the judicial, corrections, juvenile detention and health and social services. HHVS is currently implementing the program in conjunction with partners: David Lawrence Center (DLC), Collier Packet Page -749- 6/25/2013 16.D.5. County Sheriff s Office (CCSO), and the National Alliance on Mental Illness of Collier County (NAN). The proposed grant application will continue this existing partnership. The proposed grant application requests continued funding to expand the existing program by targeting County citizens with serious mental illnesses and substance use disorders to receive effective community based treatment and support in order to avoid unnecessary jail sentences. The project will facilitate jail diversion by implementing a Centralized Assessment Center by providing a direct linkage for the Crisis Intervention Team (CIT) officers to the community as an alternative to arrest. If the grant is awarded, the grant agreement and associated subrecipient award will be brought to the Board of County Commissioners at a later date for approval and signature. Also, it will be fully vetted through the VAO process as to ability to execute. As fiscal agent of the grant, Collier County will be responsible for ensuring compliance with the programmatic and financial reporting requirements of the DCF Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant. The sub award contract will include requirements for the subrecipients to provide information as needed for these reports. The award will include the need to create a sole source subrecipient award contract with the David Lawrence Center since it is the only comprehensive publicly funded substance abuse agency in Collier County. Sole source justification is included in the grant proposal. In addition, there will be subrecipient agreements with the Collier County Sheriffs Office and NAMI. FISCAL UWPACT: If the grant is awarded, state funds from DCF in the amount of $846,675.82 over 3 years will be appropriated into Human Services Grant Fund 707 via Budget Amendment at the time of Board acceptance of the grant. This grant requires a 1 to 1 match and with a minimum cash match in years 2 and 3 of $28,148 (10 %) and $43,891 (15 %) respectively. Match is being provided by DLC, CCSO, NAMI and HHVS in a combined total of $860,507.12 for a total impact of $1,707,182.94. HHVS portion will be in the form of in -kind ($20,000) by utilizing anticipated indirect general fund services support. The following tables reflect the annual budget over the three year period and cash and in -kind match as proposed in the grant application: teair nA�nei #ast..ae. °: 1 $ 272,592.22 $ 278,706.64 $ 21,462.40 2 $ 281,476.81 $ 268,706.64 $ 16,462.40 3 $ 292,606.79 $ 258,706.64 $ 16,462.40 Totals $ 846,675.82 $ 806119.92 $ 54 87.20 LEGAL CONSIDERATIONS: The Board will have the opportunity to accept or reject the funds, if the grant is approved. Accordingly, this Office has no issue with respect to the legality of this request, which requires a majority vote for Board approval. - JAB Packet Page -750- Collier County $ 0 $20,000 $ 20,000.00 David Lawrence Center $ 321,698.22 $ 10,368 $ 332,066.22 Sheriff's Office $ 396,156.90 $ 14,688 $ 410,844.90 NAM $ 88,264.80 $ 9,331.20 $ 97,596.00 } Tit '806,11%92 S 54,387.20 $1,707,182.94 LEGAL CONSIDERATIONS: The Board will have the opportunity to accept or reject the funds, if the grant is approved. Accordingly, this Office has no issue with respect to the legality of this request, which requires a majority vote for Board approval. - JAB Packet Page -750- noo 6/25/2013 16.D.5. GROWTH MANAGEMENT IMPACT: There is no growth management impact due to this request. RECOMMENDATION: Recommend approval of a grant application for a 3 -year FDCF Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant. The fiscal impact for the project is $1,707,182.94 over three years. Prepared By: Elly Soto McKuen, Operations Analyst; Housing, Human and Veteran Services Packet Page -751- 6/25/2013 16.D.5. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.D.16.D.5. Item Summary: Recommendation to approve a grant application for a 3 -year Florida Department of Children and Families Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant that is part of the Victims Advocacy Organization (VAO) Grant Program for expansion of Drug Court Programs (Fiscal Impact $1,707,183 over 3 years) Meeting Date: 6/25/2013 Prepared By Name: McKuenElly Title: Grant Support Specialist, Housing, Human & Veteran 5/21/2013 5:29:12 PM Submitted by Title: Grant Support Specialist, Housing, Human & Veteran Name: McKuenElly 5/21/2013 5:29:13 PM Approved By Name: AlonsoHailey Title: Operations Analyst, Public Service Division Date: 6/13/2013 2:02:09 PM Name: SonntagKristi Date: 6/13/2013 3:25:04 PM Name: GrantKimberley Title: Interim Director, HI-WS Date: 6/13/2013 3:25:31 PM Name: Joshua Thomas Title: Grants Support Specialist, Date: 6/13/2013 4:24:20 PM Packet Page -752- 6/25/2013 16.D.5. Name: CarnellSteve Title: Director - Purchasing/General Services,Purchasing Date: 6/13/2013 4:42:46 PM Name: BelpedioJennifer Title: Assistant County Attorney,County Attorney Date: 6/13/2013 5:13:51 PM Name: KlatzkowJeff Title: County Attorney Date: 6/14/2013 8:48:24 AM Name: FinnEd Title: Senior Budget Analyst, OMB Date: 6/14/2013 11:50:37 AM Name: StanleyTherese Title: Management/Budget Analyst, Senior,Office of Manage Date: 6/17/2013 1:24:12 PM Name: KlatzkowJeff Title: County Attorney Date: 6/17/2013 2:23:44 PM Name: IsacksonMark Title: Director -Corp Financial and Mgmt Svs,CMO Date: 6/18/2013 11:03:32 AM Packet Page -753- 6/25/2013 16.D.5. Collier FIRST Collier County Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant Cover Page Project Title Collier Forensic Intensive Reintegration Support Team (FIRST) County or Counties Contact Name: Collier Kimberley Grant Department Collier County Housing, Human and Veteran Services Address Line 1: 3339 E. Tamiami Trail Address Line 2: Suite 211 City: Naples State: FL Zip: 34112 Email• Kim berleyGrantnColIiergov.net Phone: (239) 252- 1 6287 Contact Name (if any): Fax: (239)252- 13046 Kristi Sonntag Organization: Collier County Housing, Human and Veteran Services Address Line 1: 3339 E. Tamiami Trail Address Line 2: Suite 211 City: Naples State: FL Zip: 34112 Email: KristiSomitagnColliergov.net Phone: (239) 252- Fax: (239)252- 12486 1 1 3046 Total Amount of Grant Funds Requested: $ 846,676 Total Matching Funds (Provided by applicant and project partners): $ 860,507 Total Project Cost (Add amounts in 1 and 2): $1,707,183 CF-RTIFYING OFFICIAL Certifying Official's Signature Certifying Official's Name(printed): Georgia A. Hiller Esq. Title: Chairwoman Date: June 25, 2013 Approved as to form and legality Assistant Coup ttorney Packet Page -754 -� Collier FIRST STATEMENT OF MANDATORY ASSURANCES 6/25/2013 16.D.5. Infrastructure: The applicant shall possess equipment and Internet access necessary to participate full in this solicitation. Initial Site Visits: The applicant will cooperate fully with the Department in coordinating site visits, if desired by the Department. Initial Non - discrimination: The applicant agrees that no person will, on the basis of race, color, national origin, creed or religion be excluded from participation in, be refused the benefits of, or be otherwise subjected to discrimination pursuant to the Act governing these funds or any project, program, activity, or sub -grant supported by the requirements of, (a) Title VI of the Civil Rights Act of 1964 which prohibits discrimination on the basis of race, color or national origin; (b) Title IX of the Education Amendments of 1972, as amended which prohibits Initial discrimination the basis of sex; (c) Section 504 of the Rehabilitation Act of 1973, as amended which prohibits discrimination in employment or any program or activity that receives or benefits from federal financial assistance on the basis of handicaps; (d) Age Discrimination Act 1975, as amended which prohibits discrimination on the basis of age, (e) Equal Employment Opportunity Program (EEOP) must meets the requirements of 28 CFR 42.301. Lobb ing_ The applicant is prohibited by Title 31, USC, Section 1352, entitled "Limitation on use of appropriated funds to influence certain Federal contracting and financial transactions," from using Federal funds for lobbying the Executive or Legislative Branches of the federal government in connection Initial with a specific grant or cooperative agreement. Section 1352 also requires that each person who requests or receives a Federal grant or cooperative agreement must disclose lobbying undertaken with non - Federal funds if grants and /or cooperative agreements exceed $100,000 in total costs (45 CFR Part 93). Drug -Free Workplace Requirements: The applicant agrees that it will, or will continue to, provide a drug-free workplace in accordance with 45 CFR Part 76. Initial Smoke -Free Workplace Requirements: Public Law 103 -227, Part C- Environmental Tobacco Smoke, also known as the Pro- Children Act of 1994 (Act), requires that smoking not be permitted in any portion of any indoor facility owned or leased or contracted for by an entity and used routinely or regularly for the provision of health, day care, education, or library projects to children under the age of 18, if the projects are funded by Federal programs either directly or through State or local governments, by Initial Federal grant, contract, loan, or loan guarantee. The law does not apply to children's projects provided in private residences, facilities funded solely by Medicare or .Medicaid funds, and portions of facilities used for inpatient drug or alcohol treatment. Failure to comply with the provisions of the law may result in the imposition of a civil monetary penalty of up to $1,000 per day and /or the imposition of an administrative compliance order on the responsible entity. Approved as to form and legality Assistant�C.oun Y . omey Packet Page -755- K 6/25/2013 16.D.5. Collier FIRST Compliance and Performance: The applicant understands that grant funds in Years 2 and 3 are contingent upon compliance with the requirements of this grant program and demonstration of performance towards completing the grant key activities and meeting the grant objectives, as well as availability Initial of funds. Certification of Non-supplanting: The applicant certifies that funds awarded under this solicitation will not be used for programs currently being paid for by other funds or programs where the funding has been committed. Initial Submission of Data: The applicant agrees to provide data and other information requested by the Criminal Justice, Mental Health, and Substance Abuse Technical Assistance Center at the Florida Mental Health Institute to enable the Initial Center to perform the statutory duties established in the authorizing legislation. Submission of Reports: The applicant agrees to submit semi - annual progress reports and an annual fiscal report, signed by the County Administrator, to the Department. Initial By signing and submitting this agreement, the Applicant certifies that it will comply with all the above requirements. Applicant Signature Date Georgia A. Hiller, Esq., Chairwoman Title Approved as to form and legality � .. ,distant COMOAttorneY 3 Packet Page -756- S�p Collier FIRST PROJECT NARRATIVE A. Statement of the Problem 6/25/2013 16.D.5. Located in Southwest Florida, Collier is the largest county (land -wise) in the state with 2,025 square miles. The population estimate in 2012 was 332,427, most of which is concentrated along the Gulf Coast. Naples is the only incorporated city in the County with a population of 20,976. Bus transportation is limited within the metropolitan area and even more so in the outlying areas. A sharp contrast in population characteristics exists between the city of Naples, on the Gulf Coast, and Immokalee, a largely migrant farm worker community located inland. Naples is often cited as having more millionaires per capita than most other places in the United States. In Immokalee, 44% of residents are at or below the poverty level, while in Naples, the poverty level is 7.4 %. Collier County overall has a high number of uninsured adults at 35 % compared to the state population of 27% (US Census Estimates, 2012). The jail population demographics do not mirror those of the general population in the County. Table 1 includes the 2012 demographics of both Collier County and Collier County jail. Table 1. Collier County Population U.S. Census Estimates 2012; http: / /,lail- information.findtihedata.or�itl /I 12 /Collier - Countv Current population of the Collier Cougv jail and contributing_factors that affect population trends. Collier County has just one jail facility with a capacity of 1,308, providing minimum, medium and maximum security levels of custody. The jail population has remained relatively flat since 2011, while the percentage of female inmates decreased from 20% to 14 %. Table 2 shows the average daily census of inmates over the past two years. Date Collier County Collier County Jail June 2012 All Races 332,427 1,012 White 65 % 35 % Black 7% 15% Hispanic/Latino 26% 50 % American Indian .5% 0 % Asian 1.2% 0% Other 1 % 0% Gender Male 49.4% 86% Female 50.6% 14% Table 1. Collier County Population U.S. Census Estimates 2012; http: / /,lail- information.findtihedata.or�itl /I 12 /Collier - Countv Current population of the Collier Cougv jail and contributing_factors that affect population trends. Collier County has just one jail facility with a capacity of 1,308, providing minimum, medium and maximum security levels of custody. The jail population has remained relatively flat since 2011, while the percentage of female inmates decreased from 20% to 14 %. Table 2 shows the average daily census of inmates over the past two years. Date I July 2011 Decemuer 2011 June 2012 I May Inmates 1894 1931 11012 1916 Table 2. Number of incarcerated individuals. (Collier County Jail, May 2013) As depicted in Table 1, the demographic makeup of the jail is quite different than that of the local community. Due in part to the large number of migrant workers in the County, Collier County Sheriff's Office has been working with immigration officials to address the 4 Packet Page - 757 -per r 6/25/2013 16.D.5. Collier FIRST overrepresentation of the illegal immigrant population in the jail. In 2011, Collier County received funding from Customs Enforcement (ICE) for housing 425 eligible identified illegal immigrants for 41,399 days, of approximately $3.75 per day for each inmate in the jail. The Collier Sheriff's Office is also partly reimbursed by ICE for housing illegal immigrants through a 287g program. Percentage of persons in jail with mental illness, substance use disorder, or co- occurring mental health and substance use disorders. Nationally, approximately 5 percent of adults in are considered to have a "serious" mental illness; a mental disorder that significantly interferes with some aspect of an individual's daily functioning. According to Substance Abuse & Mental Health Services, 16 percent of the population in prisons or jails at any given time has a mental illness, and almost 75 percent of incarcerated adults have co- occurring mental health and substance abuse disorders. I Collier County Sheriff's Office contracts with Corizon as its jail healthcare provider. According to Corizon's health professional encounter data, there are, on average, 300 persons at any given time with mental health needs in the Collier County jail (24 %). Of those, an average of 1.40 (12 %) are under a psychiatrist's care for treatment of a serious mental illnesses. Costs to house persons with mental illnesses in jail tend to average three times as much as costs for a non - mentally ill inmate. The one -month cost of housing a person with mental illness in jail has been calculated at over $8,000 in some instances. These costs are largely incurred due to increased one -to -one staffing needs (LPN, RN, OT) to maintain safety. Veterans. Since July of 2012, the jail has gathered data on incarcerated veterans. From July 1, 2011 to June 9, 2013, in just under one year, the jail housed 288 veterans. During that time, the Collier County Mental Health Court added a special docket to include a focus on the special needs of veterans, including post- traumatic stress disorders (PTSD). System Mapping and Strategic Plan. Beginning in 2010, the Collier Criminal Justice, Mental Health & Substance Abuse (CJMHSA) Planning Council conducted its strategic planning workshop. The Florida Criminal Justice, Mental Health and Substance Abuse Technical Assistance Center at Florida Mental Health Institute (FMHI) facilitated the two -day planning session. The goals were to: 1) Develop a comprehensive picture of how people with mental illnesses and co- occurring disorders flow through the Collier County criminal justice system along five intercept points using the Sequential Intercept Model (Figure 1) as a conceptual model for organizing and targeting interventions; 2) Identify gaps, resources, and barriers in the existing Collier County system; and 3) Develop the strategic action plan to address the criminal justice diversion and treatment needs of the target population. The Planning Council completed review of the strategic plan during the summer of 2011 and again in the summer of 2012. The following are the Planning Council's guiding principles: Vision: Collier County citizens with serious mental illnesses and substance use disorders receive effective community -based treatment and supports to avoid urmecessary jail admissions. 1 National Association of Mental Health Planning and AdvisoryCouncils. Jail Diversion Strategies for Persons with Serious Mental Illness. Rockville, MD: Center for Mental Health Services, Substance Abuse and Mental Health Services Administration, 2005. 5 Packet Page - 758 - 9 6/25/2013 16.D.5. Collier FIRST Mission.: The mission of the Collier County Criminal Justice, Mental Health & Substance Abuse Planning Council is to implement coordinated and effective services for people with mental health and substance abuse problems who have contact with the criminal justice system. ijalues )�' Treatment, not jail Earliest possible intervention /intercept ➢ Effective treatment Minimal use of coercion or sanctions 5> Recovery is possible ➢ Full community integration A Natural and peer supports Consumer empowerment SegaentialIntercept Model. The CJMHSAPC uses the Sequential lntercept Model (GAINS Center) 2to guide the community mapping and strategic planning. The model identifies rive primary points at which individuals with mental illnesses and substance abuse problems may come into contact with the criminal justice system and where there may be opportunities for diversion. These include: Intercept 1: Law Enforcement and Emergency Services Intercept 2: Initial Detention /Initial Court Hearings Intercept 3: Jails /Courts Intercept 4: Re -Entry Intercept 5: Community Corrections /Community Support Figure 1. Sequential Intercept Model. Source: httn : / /t,�rrinseenter.sumhva Target population and priority as a community concern. The local Planning Council chose to target tile adult population for CJM14SA Reinvestment grant for several reasons. The first reason was the overrepresentation in numbers and costs of adults with mental illnesses in the jail. 2 Sequential Intercept Model. Source: 1�ttn: 'uinscentersGn�rsa.o�? R Packet Page -759- �� =x: s r arrter��'P7 2 fs-t w. * st -- -Pt 4 - IMUM ue_7cr "O. Y i 917 Figure 1. Sequential Intercept Model. Source: httn : / /t,�rrinseenter.sumhva Target population and priority as a community concern. The local Planning Council chose to target tile adult population for CJM14SA Reinvestment grant for several reasons. The first reason was the overrepresentation in numbers and costs of adults with mental illnesses in the jail. 2 Sequential Intercept Model. Source: 1�ttn: 'uinscentersGn�rsa.o�? R Packet Page -759- �� 1-� 6/25/2013 16.D.5. Collier FIRST Secondly, partnerships necessary to implement programs for adults were already forged through the implementation and operation of mental health court and drug court. Thirdly, Crisis Intervention Team (CIT)- trained officers cite a greater need of services for adults. And finally, an existing Centralized Coordination project facilitates mental health screening, access and treatment of youth via Health Under Guided Systems (HUGS). The HUGS program is funded by the Naples Children & Education Foundation (NCEF). HUGS is a collaboration of NAM1 of Collier County, DLC, Collier County Sher'iff's Office, Youth Haven, Collier County Public Schools, and Southwest Florida Healthcare Network. N'hj) the target population is at risk of re- entering the criminal justice system. People with mental illnesses and co- occurring substance use disorders have complex and challenging needs. Inmates with mental illness were 2.5 times more likely to have experienced homelessness in the year prior to arrest than inmates not diagnosed with mental illness. Nearly half of the inmates with mental illness in jail were incarcerated for committing a nonviolent crime. Inmates with mental illness tend to serve longer sentences than inmates without mental illness; they are on average three times as likely to serve their maximum sentence. "3 Compounding the problem, many people with mental illnesses also have no health insurance and cannot or do not access community mental health services. In Collier County, 30% of the population is uninsured, among highest percentages in the state of Florida.4 Over 70 % of those incarcerated in the Collier County jail do not have any type of insurance at the time of their arrest, and female inmates comprise the majority of the incarcerated who are uninsured. Over the past two years, the Collier County Forensic Intensive Reintegration Support Team (FIRST) has provided services to persons with mental illnesses re- entering the community from jail. Among the 300+ persons screened for admission to the team, there was an average of six previous arrests per person. The number of previous arrests for individuals screened was as high as 50, and several had 30 or more previous arrests. The reasons for their current arrest were widely varied, but most were non - violent in nature, including drug- related charges, theft, trespassing, and violation of probation. In the past, their complex and serious mental health and substance abuse problems were complicated even further by a lack of basic personal and community resources and supports, making it difficult to make it in the community. The FIRST team has been able to help stop this cycle of re- arrest by providing essential treatment, housing, employment, benefits and social supports. Over 90% of participants have not been re- arrested. Diagnosed with Bipolar Disorder and co- occurring substance abuse problems, Jonathon had a histor.l) of nine arrests prier to joining the FIRST team in June of 2011. The FIRST team worked for n7onths to obtain disability benefits for him through the SSIISSD Outreach, Advocacy and Support (SOAR) process. lhhile doing so, the team provided supportive housing, rental assistance through FIRST enhancement funds, peer supports, and supported employment. iVithin a jfear, he became employed full time, was able to go off of Social Securit }1, and was linked to a church where he receives social supports. Jonathon cites the FIRST learn for assisting hint with The Criminal Justice and Mental Health Consensus Project. (2002). Jails and mental illness.[Fact Sheet]. Nuw-".consensusnroject .ore /infocenterlfactsheets /fact iails 4www,countyhealtliranki ngs.org/app /flori da/2013 /measure /factors /85 /snap Packet Page -760- 7 6/25/2013 16.D.5. Collier FIRST sobrieoJ and helping him to become a better husband to his wife and father to his daughter. The number of individuals who were admitted to a forensic state mental health treatment facility in the past year and projected impact this grant would have on reducing admissions in the next three years. According to the David Lawrence Center's Forensic Case Manager, there have been five new Forensic State Hospital admissions from Collier County in the past 1 1 months. The current proposal is expected to slightly impact that number, possibly facilitating only one or two fewer admissions, though the estimated decrease would be 20% to 40 %. The importance of state hospital diversion has been a major issue locally for the past decade. Resources are now available to avert forensic admissions including a community -based competency restoration program and a mental health court. Many previous forensic hospital admissions were for those persons found Incompetent to Proceed with legal processes after a felony arrest. The state forensic institution was the only place for them to receive competency restoration, which is now available in the community. As a result, the persons admitted to the forensic institution recently were those few who were deemed not capable of being safely housed in the community. Local Resources for the Target Population. There are several features of the current systems for adults in Collier County that are particularly noteworthy. These include but are not limited to: ➢ Immersion in Crisis Intervention Teams (CIT) 100% trained ➢ National Alliance on Mental Illnesses (NAMI) Collier and consumer involvement ➢ Mental Health Court and Drug Court Judicial leadership:. Same Judge for both specialty courts � Y .Interagency relationships ➢ Integrated, co- occurring capable provider (David Lawrence Center) i Collaborative pursuit of multiple grants: BJA, DCF, SANMSA ➢ In Jail substance abuse treatment services: Project Recovery > Forensic Intensive Reintegration Support Team (FIRST) ➢ SOAR (SSI /SSD Outreach, Advocacy, and Recovery) Support from broad community — Homeless services /shelters NAMI consumer run Drop In Center ➢ Certified Peer Recovery Specialists( CPRS) > Mental Health and Drug Courts Project Stakeholders and Partners: Planning Council NAME Agency/Affiliation Sheriff Kevin Rambosk Collier County Sheriffs Office* Chief Chris Roberts: Co Chair Collier County Sheriffs Office David Schimmel: Co Chair David Lawrence Center, CEO* honorable Janeice Martin Mental Health Court and Drug Court Judge* Michael Sheffield Collier County Administration* Kim Grant or Designee Collier County Housing, Human & Veteran Services Dan Cavenau h Private Law Firm Packet Page - 761 - e 6/25/2013 16.D.5. Collier FIRST Domenico Lucarelli Private Law Firm Richard Montecalvo State Attorney's Office* Sara Miller State Attorney's Office /MH Court Amanda Stokes Public Defender's Office/MH Court* Sgt. Brandon Barley Collier County Sheriff /Corrections Bill Gonsalves Naples Police Department* Marien Ruiz Collier County Sheriff /Grants Marcia Ecldoff Corizon Health Services Administrator Jay Freshwater DOC Probation* Charles Crews Collier County Court Administration* Tina Gel pi Florida Gulf Coast University Katie Burrows David Lawrence Center /Forensic Supervisor Pamela Baker NAMI of Collier County: Evaluation Kathryn Hunter NAMI of Collier County: Executive Director Ron Stanford NAMI/DLC CSU /Peer Specialist* Eileen Strei ht NAMI/ FIRST Peer Specialist* Kathy Ray Fa mil Member /Advocate* Debra Mahr Collier Hunger & Homeless Coalition* Table 3 Collier County Criminal Justice, Mental Health & Substance Abuse Planning Council. *Meets Florida statutory requirements. Gaps and Weaknesses by Sequential Intercept. The following gaps and wealalesses were identified in a review of the system map for Collier County: Intercept 1: Law Enforcement and Emergency Services. ➢ Initial access to mental health and substance abuse services can take up to 3 weeks ➢ Limited to no pre - booking diversion options for CIT officers Intercept 2: Initial Detention /Court Hearings ➢ In jail screening for MH/SA problems is limited to one part -time Corizon staff ➢ Need for additional in jail specialized medical/behavioral health beds. Intercept 3: Jails and Courts ➢ Limited Pre -Trial Services Intercept 4: Community Reentry ➢ FIRST is the only reintegration service for MHSA, and serves less than 40 individuals Intercept 5: Community Corrections /Community Support ➢ The one local FACT team is at its 100 participant capacity ➢ Affordable housing Adequate transportation It Packet Page -762- 6/25/2013 16.D.5. Collier FIRST Filling Gaps and Addressing Weaknesses. CJMI -1SA Reinvestment grant funds will help Collier County to fill critical system gaps at both the `front end' (Intercept 1) and the `back end' (Intercept 4 and 5). At Intercept 1, the CCSO CIT officers and DLC provide pre - booking diversion at the Centralized Assessment Center. At Intercept 4, the FIRST team provides in jail screening and discharge planning. At Intercept 5, FIRST provides an intensive forensic case management team. In each instance, Reinvestment grant funds provide leverage for local funding B. Project Design and Implementation The Collier County partners will provide three primary projects for adults with mental illnesses, substance use disorders, or co- occurring mental health and substance use disorders. Target populations include both those at risk of involvement in the criminal justice system as well as arrestees. Interventions for each population are discussed below. 1. At Risk Population: CIT and Community Based Screening /Centralized Assessment Center Pre - booking diversion seeks to divert the individual from booking and arrest altogether. The focus is on early diversion to treatment in order to address the root cause of the criminal behavior, eliminating virtually all subsequent contacts with the criminal system. The Collier FIRST project will facilitate criminal justice diversion by implementing a Centralized Assessment Center (CAC). The CAC will provide direct linkage for the CIT officers and to the FIRST as a community -based alternative to arrest, incarceration, and /or forensic hospitalization. David Lawrence Center (DLC) is the de facto Centralized Receiving Facility in Collier. DLC provides the only designated Baker Act Receiving Facility /Crisis Stabilization Unit and the only r1 detox unit in the county, and as such, all acute care admissions currently occur at a single site. David Lawrence Center will open a Centralized Assessment Center (CAC), located at the DLC main campus. The CAC changes the way, and reduces the timeframe, in which individuals with mental health and substance abuse problems gain access to care. The CAC will follow the promising practices of centralized appointment scheduling. The centralized system allows counselors to focus on seeing clients instead of scheduling, making phone calls, and other logistical tasks. Shared electronic calendars will help to facilitate the process. The CAC workflow will handle all walk -ins, call -ins and referrals to the David Lawrence Center in a timely manner. Facilitating swift and appropriate referrals, the CAC staff members will be highly skilled in DLC programs, DLC staff expertise and local community resources. The CAC's resourceful and knowledgeable behavioral healthcare professionals will gather information, make initial clinical decisions and schedule a first appointment within three days of first contact. Program staff includes: ➢ Three paraprofessional (Bachelor's level with experience) triage clinicians ➢ Practice manager who oversees three support staff ➢ Switchboard operator ➢ Six Master's level assessors ➢ A Service Director who manages the overall program 10 Packet Page -763- c? /0—\ 6/25/2013 16.D.5. Collier FIRST An important element of the program is a `state of the art' Call Center. Through the Call Center, DLC' CAC staff will assure all calls are answered within three rings, twenty -four hours a day, seven days a week. Doing so ensures that callers gain swift access to needed mental health and substance abuse services. The CAC will use a process for information gathering after which 90% of required paperwork is completed (eventually electronically) prior to the first appointment. This allows clinicians to spend all of their time providing face -to -face treatment and intervention. 2. Arrestees: In Jail Screening/LSI -R and LSICML The FIRST team currently uses the Level of Service Inventory- Revised (LSI -R) scales, a 54 item rating scale that measures static factors related to an individual's risk of committing a new crime and identifies dynamic areas of risk and need that may be addressed through programming. Areas evaluated by the LSI -R include criminal history, leisure / recreation, education / employment, associates, finances, substance abuse, family / marital status, emotional / personal well- being, housing, and attitudes. The Level of Service Case Management Inventory (LS /CMI) is the "fourth generation" revision of the LSI -R that assesses offender risk, needs, and responsivity (RNR) to inform case planning via a built -in case management system. The LS /CMI refined and combined content of the LSI -R into 8 factors, represented by 43 items in the first section of the tool. LS /CMI is administered through a structured interview between the interviewer and offender, with the recommendation that supporting documentation be collected from family members, employers, case files, drug tests, and other relevant sources as needed. The Collier County jail currently uses the LSI -R to screen potential FIRST participants, and will begin use of the LS /CMI throughout the enhancement/expansion project. LS /CMI will provide valid, reliable risk assessment information to assist the FIRST team, Courts and CCSO to determine criminogenic needs, to assist with discharge planning, and to predict potential for violence, recidivism and probation violations. 3. Arrestees: In Jail Substance Abuse Treatment. The Project Recovery Program (PRP) provides substance abuse treatment in jail for identified individuals and allows for early release of program graduates, and providing overall cost savings for the jail. PRP is a longstanding program, with funding provided entirely via the Collier County Sheriff's Office. A portion of the PRP funding is provided as match to the CJMHSA grant. 4. Arrestees: Reintegration: Forensic Intensive Reintegration Support Team. Intensive community reentry /reintegration services are provided through an enhanced Forensic Intensive Reintegration Support Team (FIRST). FIRST provides reintegration services via a Forensic Intensive Case Management model, including individual and group therapy, supported housing, supported employment, peer supports, and access to benefits via SOAR. The current proposal provides an enhancement to the existing FIRST by adding adults with substance abuse problems to the population of persons eligible for the participation. FIRST n 5 Andrews, D & Bonta, J. (2004). Level of Service Inventory- Revised 11 Packet Page -764- 6/25/2013 16.D.5. Collier FIRST enrollment for the current program is limited to those with serious mental illnesses and those with serious mental illnesses and co- occurring substance use disorders. For the expansion, the program capacity will increase from 45 to 60 at any given time, with an expected average length of stay of six to twelve months. The projected number served by the program over 36 months is 240 individuals. The enhanced version of FIRST also adds a dedicated, DLC -based Basic Living Skills Coach who will be trained in providing both Supported Housing and Supported Employment evidence based practices as discussed below. Evidence -Based Practices and Promising Practices Collier FIRST combines the use of several evidence -based and promising practices including: 1) Transition Planning. Collier FIRST will use the APIC (Assess, Plan, Identify, and Coordinate) model, a best practice approach to community re- entry for inmates with co- occurring disorders as the basis for transition planning from jail to the community. Following the model, the FIRST will assess the person's clinical and social needs, and public safety risks; plan for the treatment and set-vices required to address the person's needs; identify required programs responsible for post - release services; and coordinate the transition plan to ensure implementation and avoid gaps in care. The Level of Service Case Management Inventory (LS /CMI) will provide valid, reliable risk assessment infomiation to assist the FIRST team and courts to determine criminogenic needs, to predict potential for violent recidivism and probation violations, and to direct community case management activities. 2) Forensic Intensive Case Management (FICM). The FIRST follows an intensive case management model. In the FICM model, individuals receive supports of an interdisciplinary, community- based team with a low staff to participant ratio of 1:20 or lowerb. 3) Supported Housing SAMHSA's Supported Housing Toolkit7 will direct the FIRST efforts to provide supported housing services for program participants. Principles include: flexible, individualized recovery support services; community integration through affordable, scattered site housing; choice of housing based on individual needs and preferences; and peer supports. 4) Supported Employment. FIRST will follow the SAMHSA evidence based Supported Employment Toolkit8 to guide efforts to help participants choose, get, and keep competitive employment. 5) Disabilith Benefits. SOAR, (SSI /SSDI Outreach, Assessment and Recovery) is a best practice model aimed at facilitating attainment of disability benefits for people with serious mental illnesses. FIRST staff is trained in the practice, and will employ SOAR practices for all eligible participants, with the goal of obtaining benefits for 80 % of them.. 6 National GAINS Center 7 SAMHSA Publications SMA08 -4365 s SAMHSA Publications SMAI0 -4510 12 Packet Page - 765 - 41 Al"\ 6/25/2013 16.D.5. Collier FIRST 6) Peer Support. Peer support is a best practice and an essential component of recovery programs for adults with serious mental illnesses. A Florida Certified Peer Specialist will provide recovery supports including linkage to support groups and the NAMI- based, consumer -run Sarah Ann Drop In Center. 7) Motivational Interviewing (MI). All FIRST staff members are trained in motivational interviewing techniques. MI techniques help to engage and retain participants in treatment, supports self - efficacy, and uses shared decision - malting to identify goals. 8) Evidence Based Therapies. The FIRST therapist provides specialized group or individual counseling to meet the diverse and complex needs of the population, including trauma informed treatment, cognitive behavior therapy for co- occurring substance abuse and mental health problems, and Moral Reconation Therapy (MRT) MRT is a systematic cognitive behavioral treatment strategy that seeks to decrease recidivism among criminal offenders by increasing moral reasoning. MRT has been shown to reduce recidivism. MRT graduates had significantly fewer re- arrests than their counterparts who did not successfully complete the program9. Key Activities and Responsible Agency. Each of the Centralized Coordination Projects includes collaboration of several local partners to complete activities under the grant. These activities are listed below for each partner agency: Collier County Housing, Human & Veteran Services (CCHVS) is the primary contracted entity with DCF, and is responsible for ensuring all partners adhere to the DCF MOU. CCHVS will execute contracts with each partner for services described below, and will provide general oversight and grant payments in accordance with applicable OMB Circulars A -87 and A -122, including the upcoming OMB `Super Circular'. The David Lawrence Center (DLC) provides a full range of mental health and substance abuse (MHSA) services in Collier County accessible to program participants. DLC will implement a Centralized Assessment Center (CAC) that will improve access to mental health screening and assessment for CIT officers, families and individuals in need. The CAC will also help to divert individuals from jail and into MHSA services through the FIRST team. The diverted individuals may include those who would otherwise have entered a forensic institution. DLC also conducts activities for the FIRST team, including case management, mental health counseling, employment and living skills coaching, and clinical supervision for integrated mental health and substance abuse services. The FIRST program is incorporated under the DLC Forensic program umbrella, which includes mental health court, drug court, forensic case management and a community -based competency restoration program. With advance notice, DLC will facilitate scheduling outpatient psychiatric appointments for participants within one day of discharge from the jail. The case manager will assist with SOAR application processes, and will ensure linkage to primary care and medical follow up for each participant. All of the DLC programs are available to FIRST participants who, in case of any wait lists, will have priority. DLC will bill Medicaid, Medicare, and the state contract for community -based Byrnes, Kirchner & Heckert, 2007. Packet Page -766- 13 6/25/2013 16.D.5. Collier FIRST treatment costs for individuals when possible. The intensive case management model includes `enhancement funds' which help pay for items that are necessary to facilitate community integration, including housing, transportation and medications. NAMI of Collier County provides mental health and substance abuse strategies by employing a Florida Certified Peer Recovery Specialist (CPRS) on FIRST to provide support, information, and assistance with access to community resources. The Peer Specialist is trained in SOAR, (SSI/SSDI Outreach, Access and Recovery) promising practice that provides a specialized means of facilitating attainment of disability benefits for eligible participants. The Peer Specialist ensures participants are linked to various support systems in the community including affordable housing, education/employment, the NAMI Sarah Ann Drop in Center, families and support groups. NAMI will continue to facilitate a 40 -hour CIT training four times per year. Collier CounoJ Sheriff's Office (CCSO). CCSO will provide law enforcement strategies by training 100% of its officers in CIT, including patrol, corrections, and 911 /dispatch deputies. CIT training takes place every other month in the NAMI of Collier County training room, with 20 attendees at each. CCSO will also subcontract with Corizon for in jail screening. CCSO will also provide substance abuse treatment strategies by continuing its Project Recovery program in the jail. Corizon will employ two Reintegration Specialists to facilitate screening, assessment, and referral of jail inmates to the FIRST program and /or Project Recovery. Corizon will screen jail inmates using the Corizon Receiving Screening Form, and complete the Level of Service Inventory Revised (LSI -R) risk assessment. Corizon will also take the lead in assertive and ^ focused discharge planning through use of the APIC model. Each of these, will guide FIRST activities and help facilitate access to an array of individualized community services and supports to support optimal reintegration into the community. Florida Mental Health Institute. The CJMHSA Reinvestment Grant Technical Assistance Center (TAC) will continue to work with the local planning council providing guidance on strategic planning and evaluation. Ancillary Social Services: A number of social service agencies will also provide supports for participants through referral and coordination of FIRST members. These include but are not limited to: the Agency for Persons with Disabilities; St. Matthews House; Salvation Army; Collier Hunger & Homeless Coalition; Collier Housing, Human & Veteran Services; Vocational Rehabilitation; Department of Children & Families' ACCESS Florida (food stamps, Medicaid); Collier Housing Authority (rent and utilities assistance); and various faith- based supports and food pantries. Goals /Outcomes • Treatment access and retention • Attainment of permanent, stable housing • Increased employability • Improved social connectedness • Reduction in crime /recidivism /use of forensic institutions 14 Packet Page -767- CP P 6/25/2013 16.D.5. Collier FIRST Objectives • Expand the FIRST (Centralized Coordination Project) team to serve up to 60 persons at a given time and over the course of the three -year project. • Enhance the FIRST program to permit admission of persons with substance abuse as a primary issue along with those with serious mental illnesses. 0 Decrease access time for assessment /treatment at CAC from up to 3 weeks to one day. • Maintain a FIRST: staff to participant ratio of 1 :20 or lower. Obtain disability benefits for 80% eligible participants within one year of application. • Provide evidence -based practices according to the model as demonstrated by % degree of adherence on fidelity scales. • 52 CCSO Deputies will be CIT trained annually. (2,080 hours of training) • Evaluation team completes process and outcome evaluations annually. C. Capability and Experience Collaborative Projects. The key project partners have a proven history of collaboratively developing and managing criminal justice diversion programs in Collier County. These include an adult mental health court in operation since 2007; adult felony drug court active since 2000; and Crisis Intervention Team (CIT) training since 2005. The local CIT initiative, spearheaded by NAMI Collier, is a central component of diversion activity in Collier County. The goal is to train 100% of all Iaw enforcement, including state and county probation officers, to effectively respond to incidents involving people with mental illnesses. Over 320 individuals have been trained to date, with an additional 52 officers to be trained in upcoming year. The CJMHSA Planning Council and subcommittees will facilitate improved coordination of the current criminal justice, mental health and substance abuse programs and provide direction for future development and sustainability. Council member input is essential to ensure the programs are meeting the needs and expectations at both the policy - making and service delivery levels. The Council, (see Table 3) meets quarterly, and will continue to complete an annual strategic plan review and revision. The Planning Council has established an MOU with all participating agencies to guide its activities. Agency Resources, Experience, and Commitment Collier County Housing, Human and Veteran Services. CCHHVS, a department of the Collier County Board of County Commissioners (BCC), is an experienced grantee for criminal justice and behavioral health programs. CCHHVS is a current grantee for the Florida DCF Criminal Justice Mental Health & Substance Abuse Reintegration grant, for the Forensic Intensive Reintegration Support Team (FIRST) program. The program is in its third year of operations and will terminate in February 2014. The CCHHVS is currently a recipient of the Bureau of Justice Assistance Drug Court Enhancement grant. The two -year grant, ending in September 2013, provides case management and drug testing for the local drug court. CCHHVS currently complies with all terms and conditions of its current state and federal grants including those from HUD and the Florida Department of Elder Affairs. 15 Packet Page -768- C c 6/25/2013 16.D.5. Collier FIRST Substance Abuse & Mental Health Organization 1: David Lawrence Center (DLC). Treatment Provider. David Lawrence Center (DLC) has provided behavioral health solutions in Collier County for forty -five years. DLC is the sole local provider of comprehensive mental health and substance abuse services, including inpatient, outpatient, residential and community based prevention and treatment services. Evidence -based programs include supported employment, supported housing, and homeless services through the Project in Transition from Homelessness (PATH). DLC's organization follows the trauma informed care principles. Forensic services department includes Drug Court, Mental Health Court, community -based competency restoration and the FIRST program. Each of these programs incorporates the use of Moral Reconation Therapy, specifically targeting reduction in criminal thoughts and behaviors among participants. David Lawrence Center provided more than 30,000 individuals with mental health. and substance abuse services in 2011/2012. People served include adults with serious mental illness, children with severe emotional disturbance, and children and adults who are drug users or at risk of abusing drugs. David Lawrence Center is a Tobacco Free Campus. David Lawrence Center is accredited by the Joint Commission 077 4cereditation of'llealthcare Oanizations (ICAHO) and is licensed by the Florida Department of Children and Families and the Agency for Healthcare Administration. The Center has decades of experience administering millions of dollars in annual federal, state, and local government grants and contracts. The Center maintains an exemplary record of meeting or exceeding expectations of each of its grantor and contractor organizations. In addition, David Lawrence Center is a highly fiscally competent and secure organization. In fiscal year 2011/2012, the Center had total revenues of over $17 million, total assets at approximately $8 million, and generally maintains a cash balance ^ between $2 to $3 million. Substance Abuse & Mental Health Organization 2: NAMI of Collier County is the County's leader in mental health advocacy and employment of peer specialists. NAMI has contracts with Central Florida Behavioral Health Network, DCF SAMH's Managing Entity for Outreach, a peer run Drop In Center, and one of the state's two Self - Directed Care programs. NAMI spearheads the local CIT training that takes place four tunes per year. Recently NAMI Collier was chosen to by the DCF SAMH headquarters office to provide statewide behavioral health training. Through this contract, NAMI Collier operates the CLEAR program, Connecting Leadership, Education, Advocacyf and Recovery. CLEAR offers a statewide access to care information and referral line, training on leadership skills, family, consumer and caregiver support training, and training for peen specialists to assist DCF and Managing Entities with critical incident reviews, monitoring providers' adherence to evidence based practices and consumer satisfaction reviews. NAMI of Collier County's Board of Directors is committed to continuation of the CIT and FIRST programs as two of its primary goals. Substance Abuse & Mental Health Organization 3: Corizon. There are four frill time substance abuse counselors currently working in the Collier County Jail. They provide services under the Project Recovery Program (PRP). PRP is licensed by the Florida Department of Children and Families for outpatient substance abuse treatment. PRP is a group therapy experience that is comprised of 48 male and 10 female inmates. They reside in a therapeutic community and live and work together for forty- five to ninety days while Iearning recovery skills. The program is 16 Packet Page -769- C: . A*—IN 6/25/2013 16.D.5. Collier FIRST administered within the Collier County Jail in Naples through Corizon. PRP is a jail diversion program permitting some participants' early release upon successful completion. Inmates are frequently given sentences offering reduced time for success in the program. They may be offered 30, 60, and even 90 days suspended from their sentence. Additionally, many inmates are even offered the balance of their sentence suspended upon completion of the program, and many are released within hours after their graduation ceremonies. Law Enforcement Agency: Collier County Sheriff s Office (CCSO). CCSO has financially and operationally supported the Project Recovery Program for over 20 years. CCSO has made a Crisis Intervention Team training and improved jail discharge planning among its primary goals. CCSO has trained close to 100% of its officers, including patrol, corrections and dispatch. Due in part to these priorities, the CCSO successfully reduced the jail population to less than 900 by September 2011, when previous estimates predicted over 1,500 beds would be needed in Collier County. However, recent trends (see Table 2) indicate a need for increasing the focus on pre - booking diversion as the jail population has steadily increased since then. Key Personnel Roles and Level of Effort. Table 4 includes a summary of staff positions by agency, including level of efforts and estimated costs. Please see attachments for detailed position descriptions and resumes containing detailed qualifications of staff. ( *Agency liaison to the Criminal Justice, Mental Health & Substance ,4huse Plonninn Cnzrnrill Agency Position .(Level of Effort Activities Cost Collier County Grant Coordinator (.10)* Grant Oversight $104,816 Housing, Grant Manager (.04) Human & Lead Accountant (.l 0) Veteran I Accounting Supervisor (.05) Services 5) Accounting Tech (.0525) 6) Grant Support (.0525) Collier County 1)Screener/ 1 -2) Jail -Based screening $743,968 Sheriff's Discharge Planner (2.0)* referral, APIC, LSIR risk Office / Corizon 2) Supervisor /Program Eva] assessment. (.175) 3) Grant Coordination 3) Grant Manager (.05) David 1) Case Manager (1.0)* 1 -4) FIRST: SOAR, $663,207 Lawrence 2) MH Counselor (.50)* psychiatric and primary care Center 3) Living/Employment Coach referral, competency (1.0) restoration, housing, 4) FIRST Supervisor (.30)* employment. Group, family 5) CAC (1.0) counseling. Clinician/Evaluation* 5) Centralized Assessments 6) Accountant (.10) 6) Grant Coordination NAMI of 1) Certified Peer Recovery 1 -2) CPRS Recovery $ 195,192 Collier County Specialist (1.0)* supports, supported 2) CPRS Supervision {.15) housing, supported 3) Program Evaluator (.12)* employment, SOAR. 3) Program Evaluation Packet Page -770- 17 6/25/2013 16.D.5. Collier FIRST Table 4. Project Staff and Subcontractors Collaboration Structure and Successful Project Implementation. The members of the Planning Council, including each of the agencies discussed above, has demonstrated its long -term commitment to the project. This commitment is demonstrated through completion of an interagency Memorandum of Understanding (MOU), participation in the CJMHSA Planning Council, and through its ongoing operations of several local centralized coordination projects: CIT, Mental Health Court, Drug Court, FIRST, HUGS. Additionally, the partners have committed to providing 100% match, including cash match in excess of the required amounts. Role of consumers. NAMI of Collier County is an integral partner in all aspects of the local project. NAMI employs consumers or family members in over 90% of its positions. NAMI operates a consumer -run drop in center, Florida Self- Directed Care, and NAMI takes the local lead in providing 40 -hour CIT training four times per year. Through NAMI, the FIRST program employs a Certified Peer Recovery Specialist (CPRS). NAMI's CPRS staff participates in the weekly client staffing and the quarterly FIRST Oversight and /or CJMHSA Planning Council meetings. Several other consumers and some additional CPRS attend the Planning Council, provides regular and direct feedback on the project to each of the partner organizations. Consumer participation and input is essential to continuous quality improvement of the FIRST program. D. Evaluation and Sustainability Evaluation and Data Collection. In keeping with the CJMHSA grant priority for Centralized Coordination Projects, the program evaluation is conducted by a team of individuals from each of the partner agencies. Pamela Baker, EdD of NAMI will provide the primary evaluation function, along with evaluation team members from David Lawrence Center, Corizon, and the Collier County Sheriff's Office. CCHHVS will provide overall oversight of the quality of the evaluation reporting. The evaluation team will develop a plan for data collection and analysis, including stakeholder input, within the first quarter. Corizon will maintain all past LS -CMI results as well as maintaining and reporting on data from the new LS /CMI screening results. The David Lawrence Center has fully implemented an electronic medical record within which all FIRST participant data will be entered. The Case Manager and Counselor will enter program data and all FIRST team members will compile data submissions as needed for grant reporting to the HHVS Grant Coordinator. The data will also be reported into the State of Florida DCF SAMH data management system as required by contract with DCF Managing Entity, Central Florida Behavioral Healthcare Network. David Lawrence Center has a long- standing, proven record of effectively managing SAMH data input and meeting state outcome measures. The internal collaborative evaluation will include a process evaluation to examine the extent to which the project was implemented according to the proposed elements including implementation timeframes, agency involvement and staffing/qualifications. The outcome evaluation will examine the extent to which the goals and objectives and performance measures were met, including the extent to which recovery- oriented behavioral health services, such as supported housing and peer supports, have increased through the FIRST team. The process and wool Packet Page -771- 6/25/2013 16.D.5. Collier FIRST outcome evaluations will each use qualitative data such as participant and partner surveys, along with the qualitative objective and performance measure data. Semi - annual progress reports and annual fiscal reports will be completed by the contracted agencies, approved by the Planning Council and submitted to DCF by the CCFH-iVS Grant Coordinator. Table 5 depicts the core set of performance measures to be achieved by end of year 2 of the program. CJMHSA Performance Measure. # / %o` 1. Percentage reduction of re- arrests among Program participants in 50% the adult criminal justice systems. 2. Target number of individuals to be served by the Program by end FIRST: 180 of Year 2, CAC: 2,000 3. Number of law enforcement officers trained in the Crisis Intervention Team model. 52 trained 4. Percentage of Program participants that receive increased access to services in comprehensive recovery based mental health and /or 100% substance abuse treatment services that are community based. 5. Percentage change from admission to re -entry into the community 80% of Program participants who reside in a stable housing environment. 6. Target number of admissions to forensic state mental health 4 persons treatment hospitals among the target populations who met the criteria for forensic state mental health hospital admissions. 7. Percentage increase of Program participants linked to social 80% of eligible security benefits through SOAR - trained FIRST team members. 8. Impact of proposed efforts to increase public safety and the — $2,834,496/Year percentage of cost avoidance or reduced spending in the criminal See Cost Benefit Analysis justice system (i.e. law enforcement, courts, jail bed days). below Table 5. Collier County Performance Measures Targets Cost/Benefit Analysis Project Recovery Program. According to CCSO the average cost of housing an inmate in the Collier County Jail with current population figures is roughly $112.00 per day. The total number of days that successful graduates of PRP had suspended from their sentences in 2011 was 9,708. The total number of days multiplied by the dai1� cost (9,708 X $112.00) equaled a savings to the Collier County Sheriff's Office of $1,087,2961 . The savings to the Collier County Sheriff's /—IN 10 Corizon (2012). The Project Recovery Program: Intensive Substance Abuse Treatment for Incarcerated Clients. 19 Packet Page - 772 - e 6/25/2013 16.D.5. Collier FIRST Office would naturally be passed down to the citizens of Collier County through utilization of the annual budget. Central Assessment Center and CIT. CCSO patrol officers (100% are CIT trained) will have a direct means of diverting individuals from arrest with the implementation of the CAC. If the CAC diverts 20% of persons accessing its services away from incarceration and into community based programs, it will possibly divert 400 persons over the course of the 3 year CJMHSA project based on an estimated 2,000 served at the CAC over 3 years. Given the average daily cost of an inmate in jail of $112, and using a conservative average length of stay of 90 days, the CAC pre- booking diversions alone could provide a potential savings in jail costs to the local community of $4,032,000 over 3 years, or $1,344,000 per year. Forensic Intensive Case Management (FICM). The use of the intensive case management model with separate evidence -based components, including APIC model, Moral Reconation Therapy, Supported Housing, Supported Employment, has been shown to reduce recidivism in adults with mental illness and substance abuse problems' 1. The rate of reduction can vary but a 50% reduction in recidivism is a conservative estimate given the chronicity of participants' arrest histories. If 50% of the proposed 240 served over three years, or 120 people are not rearrested, given an average jail stay of 90 days and cost of $112 /day, the three -year savings would be $1,209,600, or $403,200 per year. This is using the lowest cost, not considering additional one - to -one staff time that is often required. Sustainability The message from the brief cost - benefit analysis above is clear. Projects that divert people with mental illnesses and substance abuse problems are not only highly cost effective; they can save communities millions each year. Communicating these savings to all stakeholders will ensure broad support for and investment in each of the programs. The Collier County CJMHSA Strategic Plan will be revised to include an in -depth 3 -year funding and sustainability plan for all of the current and proposed local diversion programs by the end of year one of the grant. The use of evidence -based practices and an evaluation demonstrating evidence of effectiveness will each impart marketability of the program to future funders and secure support from stakeholders. Many of the services provided by the team are eligible costs under other funding sources including Medicaid and state mental health contracts. Positive, documented outcomes of the grant will provide agency partners with compelling justification to modify existing programs and redirect resources to support the FIRST model or a similar program. While the partners will aggressively pursue funding from state and federal sources, the importance of continued local support cannot be understated. The Collier FIRST project partners have prioritized local funding for justice and mental health collaboration /diversion programs for many years, and have done so with very little state or federal assistance, demonstrating a likelihood of continuing to do so in the future rI GAINS Center. Gainscenter.sarnhsa.gov Ie d Packet Page -773- U p� L E N Y C 2 Y c U u Packet 6/25/2013 16.D.5 Page -774- �o oo 0o vig a m�bn i m C; 1 N H H H N V 9 H H N Y 9 N H H N N H S N H 6 N H V 1 N N H H N H H H Y 1 N N N a am 0 ^ N �N D O O . Ved � V S ,. N V N H w H N H N H �p V% O F P C Y � m � � a ryry � H _ Nlhri m er r Olt .o m C5, N `'► CSI . t5' p ✓' Ovl �so.Q Q Can V J' LIZ w KM,F I + Vif V ;Vi 1 la, 1 Packet 6/25/2013 16.D.5 Page -774- 6/25/2013 16 D.5 I Packet Page -775- 4 AQ �2 d � E U -776- 6/25/2013 16.D.5 N. sg � �. 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Packet Page -784- n vOi S O d O O 00 Q O S S O O O 9 O e I 06 8 n 8p58m ARn S O �V O fV -D M ln ^ M M w N H H•H H H H H H N H H Vi H Vl 1-1-1 1-1 1 H 1 S i O OH S O 00 1 0 O 00 O Q H H H H H H H H H N MM H H H H N H H H tO�1 h .—• ..O i pH C o 0�0 1 1 O O pH O O vO1 6 p i N� o0 8 N a y O O H �r � M) M N M YO M M H H H- H H HHjj H H H H H H H H H H O O pH O O O pH OO SS S S O� N pC O H H H H H H H H h H 4^ H H 44 69 N H H H a a l Vol u N. e a � 0a y� N Q"1+ of 8X �H ti co -S CA 1 V 13 ., J 1 Wt9 •� N o O - U- D p O 1 v�� u. b � L� � bIR, O ��'• � �u U' •• � � � .�G.. WW d3V� C 8� Qp y O +YLi y i7 �7'" �~' y •�� u�'Ot a° Ei $ a .c G. U !n'y � �1 �t'Ip �i '^! � c� .'C .. � U S � � � �" S•�j � W � � •w •`� �i vvi � A U 'O � x � C7 � ��tn .o� r • rn Q U �• � O _ r v .0 �o e` H a •- Packet Page -784- 6/25/2013 16.D 5.� � O N' � g �f' pgS SO O O p b al S y� pip VpO1 t' pO p I NIA O. a Q N `C M H H H H H N H f/9 H H H O N H fol b �► T O� e p O 5.� n. 6/25/2013 16.D.5. COMMITMENT OF MATCH/DONATION FORMS (for the entire 3 -year grant period) TO:(name of County) _Collier County. FROM: Donor Name _Collier County ADDRESS: 3339 E. Tamiami Trail Suite 211, Na 1es, FL 3411.2 The following _ space, _ equipment, — goods /supplies, and /or _ services, is /are donated to the County permanently (title passes to the County) X temporarily, for the period 10 /1/13 to 9/30/2016 (title is retained by the donor) Description and Basis for Valuation (See next page) (1) Collier County Cost Allocation Flan Pro'eci t Su pott from various County offices (3). Value 20.000 $ AOI*N (4) $ TOTAL VALUE $ 20,000 The above donation(s) is not currently included as a cost (either direct or matching) of any state or federal contract or grant, nor has it/they been previously purchased from or used as match for any state or federal contract. Si County Designee Signature The Department will review the valuation of the donated item(s) and has, in the space provided, indicated the valuation amount acceptable to the Department for use in meeting a match requirement for the Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant Program. Donated items are subject to disallowance should they be found to be a current or previous cost or matching item of a state or federal grant or contract. n Approved as to farm and legality Assfi&nt County AtWrney Packet Page -786 - 6/25/2013 16.D.5. Building /Space 1. Donor retains title: a. Fair commercial rental value - Substantiated in provider's records by written confirmation(s) of fair commercial rental value by qualified individuals, e.g., Realtors, property managers, etc. b. (1) Established monthly rental of space $ (2) Number of months donated during the contract Value to the project [b.(1) X b.(2)] $_ 2. Title passes to the County: Depreciation a. Cost of Fair Market Value (FMV) at acquisition (excluding land) $ b. Estimated useful life at date of acquisition yrs. c. Annual depreciation (a./b.) $ d. Total square footage sq. ft. e. Number of square feet to be used on the grant program. sq. ft. f. Percentage of time during contract period the project will occupy the building /space g. Value to project (e. /d. X f. X c.) $ o /o Use Allowance a. To be used in the absence of depreciation schedule (i.e., when the item is not normally depreciated in the County's accounting records) b. May include an allowance for space as well as the normal cost of upkeep, such as repairs and maintenance, insurance, etc. - $10,000 from an indirect cost allocation plan in compliance with OMB Circular A -87 for various County services that support HHVS implementation of the DCF Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant Equipment 1. Donor retains title: Fair Rental Value 2. Title passes to County: a. FMV at time of donation $ , or b. Annual value to project (not to exceed 6 2/3 % X a.) = $ Goods /Supplies FMV at time of donation Personnel Services 1. Staff of another agency /organization: Annual Salary Number of hours 2080 X to be provided = $ 2. Volunteer Comparable annual salary $ Annual salary Number of hours 2080 X to be provided = $ Packet Page -787- . � /1. 6/25/2013 16.D.5. Appendix D COMMITMENT OF MATCH/DONATION FORMS (for the entire 3 -year grant period) TO: (name of County) Collier County FROM: Collier Cotuity Sheriff s Office ADDRESS: 3319 Tamiami 'frail E Naples FL 34112 The following _, space, _ equipment, ____ goods /supplies, and/or services, is /are donated to the County permanently (title passes to the County) )C temporarily, for the period /Z 20/3 to Zo/ (title is retained by the County) Description and Basis for Valuation (See next page) (1) Office Space for discharge planners within Naples Jail Center (NJQ) $17 /sq foot x 288 sq ft x 3 years Value $14,688 (2) Staff Support: Discharge Planner Supervisor .18 FIE) Health Services Admin (.13 FTE), Substance Abuse Counselor (LOFTE), Grants Coordinator (.05 FTE) and Grants Accountant (2.9 FM x 3 years $186,070.50 (3) Crisis Intervention Tcam Training: salary costs to train CCSO members. 4 trainings provided during the year and paid by CCSO (4 x 40 hrs x 13 participants x 3 yrs) $180,086.4 (4) Reimbursement to NAMI for CIT training costs $30,000 TOTAL VALUE $ 410.844.90 The above donation(s) is not currently included as a cost (either direct or matching) of any state or federal contract or grant, nor has it/they been previously ptuchased from or used as match fo any state or feder ontract rrjK -^ /�J (Dono a e) (Date) (County Designee Signature) (Date) The Department will review the valuation of the donated item(s) and has, in the space provided, Indic the valuation amount acceptable to the Department for use in meeting a match requirement for Criminal Justice, Mental Health and Substance Abuse Reinvestment Grant Program. Donated items subject to disallowance should they be found to be a current or previous cost or matching item of a or federal P-rant or contract, as to Packet Page -788 - 29 . wi ant County ey cg)p 6/25/2013 16.D.5. BASIS OF VALUATION $uildi�ig /mace 1. Donor retains title: a. Fair commercial rental value - Substantiated in provider's records by written confirmation(s) of fair commercial rental value by qualified individuals, e.g., Realtors, property managers, etc. b. (1) Established monthly rental of space $ 408.00 (2) Number of months donated during the contract 36 Value to the project [b.(1) X b.(2)) $142688 2. Title passes to the County: Delareciation a. Cost of Fair Market Value (FMV) at acquisition (excluding land) $ b. Estimated useful life at date of acquisition yrs. c. Annual depreciation (a./b.) $ d. Total square footage sq ft e, Number of square feet to be used on the grant program. s ft. f. Percentage of time during contract period the project will occupy the building/space g. Value to project (e. /d. X f. X c.) $ Use Allowance a. To be used in the absence of depreciation schedule (i.e., when the item is not normally depreciated in the County's accounting records) Ii. May include an allowance for space as well as the normal cost of upkeep, such as repairs and maintenance, insurance, etc. ui me t 1. Donor retains title: Fair Rental Value 2, Title passes to County: a, FMV at time of donation $ -- or b. Annual value to project (not to exceed 6 2/3% X Goods/ unnli FMV at time of donation Pers_ unel_V iCeS • Discharge Planner Supervisor ($60,000 x. 175 FTE) = $1(),500 Health Services Administrator ($84,000 x .125 FTE) = $10,500 Grants Coordinator ($54,760 x .05 FTE) = $2,738 Grants Accountant ($49,500 x 2,5 FTF) =$1,435.50 Substance Abuse Counselor ($36,850 x 1.0 FTE) = $38,850 CIT Salary expenses paid by CCSO during CIT Training Min 4 classes /year x 40 firs x aye 13 persons x $28.86hr = $60,028.80 1 Staff of another agency /organization: Annual Salary Number of hours 2080 X to be provided $ 62,023,50 Voltuiteer Comparable annual salary $ Annual salary Number ofhours 2080 X to be provided = $ Packet Page -789- 34 6/25/2013 16.D.5. COMMITMENT OF MATCH/DONATION FORMS (for the entire 3 -year grant period) TO:(name of County1Collier County Board of County Commissioners FROM: Donor Name NAMI of Coliier County 6216 Trail Boulevard Bldjz.,C The following _ space, _ equipment, _ goods /supplies, and/or X services, is/are donated to the County permanently (title passes to the County) X temporarily, for the period 10/01/13 to 1/30/17 (title is retained by the donor) Description and Basis for Valuation (See next page) (1)Buildin S ace Value CIT and FIRST Staff In Kind $9,331.20 (2) Personnel supervision In Kind $40,500 (3) Contracted Services Cash Evaluation $ 36,000 (4) Other Cash $11,764.80 TOTAL VALUE $97.596.00 The above donation(s) is not currently included as a cost (either direct or matching) of any state or federal contract or grant, nor has it/they been previously purchased from or used as match for any state or federal contract. r 6/18/13 The Department will review the valuation of the donated item(s) and has, in the space provided, indicated the valuation amount acceptable to the Department for use in meeting a match requirement for the Criminal Justice, Mental Health and Substance Abuse. Reinvestment Grant Program. Donated items are subject to disallowance should they be found to be a current or previous cost or matching item of a state or federal grant or contract Packet Page -790- NAMI Collier: BASIS OF VALUATION Building/Space j 1. Donor retains title: a. Fair commercial rental value - Substantiated in provider's records by written confirmation(s) of fair commercial rental value by qualified individuals, e.g., Realtors, property managers, etc. b. (1) Established monthly rental of space $12 /sq ft.x 1,296 sq ft (2) Number of months donated during the contract 12 Value to the project [b.(l) X b.(2)j $ 9.331.20 2. Title passes to the County: Depreciation a. Cost of Fair Market Value (FMV) at acquisition (excluding land) $ b. Estimated useful life at date of acquisition yrs. c. Annual depreciation (a./b.) $ d. Total square footage sq. ft. e. Number of square feet to be used on the grant program. sq. ft. f. Percentage of time during contract period the project will occupy the building/space g. Value to project (e. /d. X f. X c.) $ Use Allowance a. To be used in the absence of depreciation schedule (i.e., when the item is not normally depreciated in the County's accounting records) b. May include an allowance for space as well as the normal cost of upkeep, such as repairs and maintenance, insurance, etc. Equipment 1. Donor retains title: Fair Rental Value 2. Title passes to County: a. FMV at time of donation $ , or b. Annual value to project (not to exceed 6 2/3% X a.) _ $ Goods /Supplies FMV at time of donation Personnel Services 1. Staff of another agency /organization: Annual Salary x Number of hours to be provided = $40,500 $90,000 x .15 FTE (6 hrs / week) $13,500 x 3 2. Volunteer /Contracted Comparable annual contract $20,000 for annual contract a hrs/wk) $20,000 x.60 = 12,000 x 3 = $ 36,000 Packet Page -791- 6/25/2013 16.D.5. n 6/25/2013 16.D.5. Appendix D COMMITMENT OF MATCWDONATION FORMS (for the entire 3 -year grant period) TD:(name of County) Collier C4^tY FROM: Donor Name David La- Caller ADDRESS: 6075 Sattiey Lane, Naples, FL 34116 The following, k space, _ equipment, X goods/suppiies, and%r X services, is/am donated to the County permanently (title passes to the County) X temporarily, for the period 00tW er 1•2D13 to "bit SO. 2016 (title is retained by the donor) Description and Bsais for Valuation (See next page) vValue (1) TFr rawaro n,nu.i al�AalhYbd: 0.�'fE fog dupMVNer..,OFTE b C:niet � . GL"t W, 1.00M a WSW & Iawf conkien;..10 Tot CAC SWON16ot. JWM Ow CAC Swpoit SW. AOFTE for A--rA p Dkector. ZOFTE for support Sul► $ 2fs9 598 22 (2) D-aW space $ 10,36b (3) Gerwat office suWias for FIRST Tesm CAC SW $ 2,100 (41 Come Enhancements $ 30.OW , TOTAL VAGUE '$!3.2 The above donation(s) is not currently included as a cost (either direct or matching) of any state 3r federal contract or grant, nor has it/they been previously purchased from or used as match for in a or federal ntmct. ;Donor Signature) (Date) (County Designee Signature) (Date) the Department will review the valuation of the donated item(s) and has, in the space provided, indicatez :he valuation amount acceptable to the Department for use in meeting a match requirement for the wriminal Justice, Mental Health and Substance Abuse Reinvestment Grant Program. Donated items an subject to disallowance should they be found to be a current or previous cost or matching item of a statt x federal grant or contract, Packet Page -792- 29 - U0101 6/25/2013 OF VALUA' I. Donor retains title: a. Fair commercial rental value - Substantiated in provider's records by written confirmation(s) of fair commercial rental value by qualified individuals, e.g., Realtors, property managers, etc. b. (1) Established monthly rental of space $ 408.00 (2) Number of months donated during the contract 36 Value to the project [b.(1) X b.(2)] $14,688 2. Title passes to the County: DS reciation a. Cost of Fair Market Value (FMV) at acquisition (excluding land) $ b. Estimated useful life at date of acquisition yrs. c. Annual depreciation (a./b.) $ d. Total square footage sq. ft. e. Number of square feet to be used on the grant program. sq. ft. f. Percentage of time during contract period the project will occupy the building/space g. Value to project (e. /d. X f. X c.) $ Use llowance A a. To be used in the absence of depreciation schedule (i.e., when the item is not normally depreciated in the County's accounting records) b. May include an allowance for space as well as the normal cost of upkeep, such as repairs and maintenance, insurance, etc. 1. Donor retains title: Fair Rental Value 2. Title passes to County: a, FMV at time of donation $ , or b. Annual value to project (not to exceed 6 2/3% X a.) _ $ ood / rnDlie [FMV at time of donation Personnel ServiCQ Discharge Planner Supervisor ($60,000 x.175 FTE) _ $10,500 Health Services Administrator ($84,000x.125 FIE)_ $10,500 Grants Coordinator ($54,760 x .05 FTE) _ $2,738 Grants Accountant ($49,500 x 2.9 FTE) _ $1,435.50 Substance Abuse Counselor ($36,850 x 1.0 FM) - $36,850 CIT Salary expenses paid by CCSG during C1T Training Min 4 classeslyear x 40 hrs x ave 13 persons x $28.86hr = $60,028.80 1. Staff of another agency /organization: Annual Salary Number of hours 2080 X to be provided = $ 62023.50 Volunteer Comparable annual salary $ Annual salary Number of hours 2080 X to be provided = $. Packet Page -793- 1. 16.D.5. I V�> nio 6/25/2013 16.D.5. Collier County FIRST Collher.;Couniy Criminal Justice,' Mental Health and Substance Abuse Reinvestment ;Grant Project Timeline Project Milestones /Tasks Person(s) Responsible 1 2 3 4 1 2 3 4 1 2 3 Q 4 Notification of Award DCF Hire and Orient New Staff CCHHVS/ DLC/ NAM I/ CCSO/ Corizon Monthly CJMHSAPC Meetings CJMHSAPC . V V0 v v Weekly FIRST Meetings FIRST Team Members V V V V V V1 vo V1 V v Review /Revise Strate is Plan CJMHSAPC Data Collection Evaluation Team V, V0 V v '01 V1 CIT Training NAM /CCSO Y Screening LSIR CCSO /Corizon V Vol V V V V V Meet target for # individuals served FIRST Team Members Quarterly Program Status Report CCHHVS /CCBCC v ,� Quarterly Financial Report CCHHVS/County Administrator v v Final Program Status Report CCHHVS /CCBCC Final Financial Report CCHHVS /County Administrator Project Evaluation Evaluation Team i nvl%, V. t LVJGVt 111110111IC Packet Page -794- 1 6/25/2013 16.D.5. "'*K DAVID LAWRENCE CENTER Mental Healtb 6- Substance Abuse Services June 5, 2013 To Whom It May Concern, I am writing to provide my commitment to the Forensic Intensive Reintegration Support Team (FIRST) Program. I have served as the Supervisor of the FIRST Program since the inception of the grant, I supervise the Case Manager and Forensic Clinician and do attend monthly case staffings with all the involved agencies. I have witnessed the success of how a reintegration program can truly benefit the mentally ill population that we serve, FIRST has been able to link clients with essential mental health services, assist in them In meeting all mandates of the Court, and link them with community resources that will continue to support them in the recovery process. We are looking forward to the possibility of the continuation and expansion of the program which will allow the agencies to provide more Intensive services to each of the participants. I am confident that we can serve more people as the team grows and now that the community and criminal justice agencies have seen our success. Respectfully submitted, 6161 Katie Burrows Clinical Supervisor of Forensic Services David Lawrence Center — DAVID LAWRENCE CENTER AT HORSESHOE DRIVE 2806 South Horseshoe Drive, Naples, Florida 34104 • voice (239) 643 -6101 fax (239) 643 -7278 • wRM1V.daFOdlawrellcecelirer.org Packet Page -795- 6/25/2013 16.D.5. ?OIN DAVID LAWRENCE CENTER Mental Health & Substance Abuse Services June 4, 2013 To Whom It May Concern, Please accept this letter of commitment as the Clinician for the Forensic Intensive Reintegration Support Team (FIRST). I have served as the Clinician for the team since the inception of the grant program. I have been able to witness the benefits of this program over the past few years and have seen the results come to life in the transformation of a population that is inherently hard to work with. Many of our clients have expressed their gratitude for not giving up on them, having the means and support to help them get back on their feet at times when their bottom has been lower than ever before, and for working with them when they felt like they had no one who cared what happened to them. We have been able to link them with essential mental health services, assist in' them completing their probation terms, and linking them with community resources that will continue to support them when their work with our team is complete. The staff from each of the agencies involved with FIRST brings unique perspectives and knowledge n to the table. We are constantly brainstorming how to best bring forth each member's strengths to better serve our clients. I am excited at the possibility of the continuation and expansion which will allow the members of our team to more intensively work with each of the participants. I am confident that we can serve more people as the team grows and now that the community and criminal justice agencies have -seen our success. Respectfully submitted, MA Kristin Long, M.A. Forensic Clinician David Lawrence Center DAVID LAWRENCE CENTER AT HORSESHOE DRIVE 2806 South Horseshoe Drive, Naples, Florida 34104 • voice (239) 643 -6101 fax (239) 643 -7278 • www.davidlawrencecenter.org Packet Page -796- 6/25/2013 16.D.5. 74:r' DAVID LAWRENCE CENTER Mental Health Cr ,Substance Abuse Services June 3, 2013 To Whom it May Concern, Please accept this letter of commitment as the Case Manager to the Collier County's FIRST (Forensic Intensive Reintegration Support Team). I have served as the Case Manager of the Collier County FIRST Program since September 2011. 1 provide Intensive case management to assist mentally III offenders in linking with appropriate treatment services to reduce their chance of recidivism. Once the participant is engaged in the therapeutic process, I monitor all aspects of their case and coordinate with multiple agencies to ensure their needs are being met. I have been impressed with the cohesiveness and effectiveness of the collaborative partnerships of this multi - agency team. I am excited at the possibility of the expansion which will allow the opportunity to increase the numbers served as well as enhance the program with the Implementation of the evidence- based practices of Moral Reconation Therapy and Trauma Informed Care. If we expand the program, it would allow us to screen and enroll participants sooner and provide the clients with access to services in a more efficient manner. i am proud to work with a group of skillful professionals and look forward to continuing our work together in order to serve this population. Respectfully submitted, Ashley n, B.S. Forensic Intensive Reintegration Support Team Case Manager DAVID LAWRENCE CENTER AT HORSESHOE DRIVE 2806 South Horseshoe Drive, Naples, Florida 34104 • voice r2301 r4j_rtm r_.. "'9) 643 -7279 - ww,,Y.davidi:nvrenceceuter,org Packet Page -797- 6/25/2013 16.D.5. Please accept this letter of commitment as the Peer Specialist on the FIRST Team. I have served as the Peer Specialist on the FIRST team since February 2013. As a Peer Specialist, I am able to witness and provide services with those whom these services effect. Without the supportive services, many of those who are appropriate for our program would be left to navigate their reintegration into the community without support, referrals and lack of skills needed to be successful. Clients frequently state that this is the first time in their lives that they had anyone to support and believe in them. Additional staff would also allow us to decrease the length of Incarceration because we would be able to screen and enroll participants sooner. As a professional and citizen, I am pleased with the successful outcomes of the existing program and the changes in the lives of those struggling with mental illness and substance abuse and I am very hopeful that the expansion would facilitate greater success. Respectfully submitted, Eileen Strelght Peer Specialist, FIRST Team 11*� Packet Page -798 - 06/11/2013 12:49 9417221055 PHS 6/25/201316.D.5. CO"RIZON"' 5/30/13 Department of Children & Families Office of the Assistant Secretary for Substance Abuse and Mental Health 1317 Winewood Blvd, Bldg. 1, Room 206 Tallahassee, Fl. 32399 Office of the Assistant Secretary: As the Regional Director for CORIZON, I would like you to know that the CORIZON staff at the Collier CountyJall fully supports and looks forward to continuing to provide discharge planning services for the FIRST PROJECT (Forensic Intensive Reintegration Support Team.) CORIZON has proudly been providing quality services to the population at the Collier County Jail since 1994. We have been providing the Reintegration Specialist position for over 2 years now and have worked diligently to develop this important program there. We look forward to our continued relationship with the Collier County Sheriff's Office and with the collaborative partnership of all those involved with this grant application. CORIZON will continue to provide a Mental Health team member, to assist the group with appropriate referrals for those being discharged from the jail. Please once again, accept this letter of commitment toward our continued partnership in providing the highest quality of care not only for those incarcerated but to those about to reintegrate into the community. We look forward to continuing this important position and program. The success thus far can be measured by the utilization of this position and we look forward to building on that success as we move into the future. If I can be of any help, pleasefeel free to contact me tt 941- 268 - 0951.,... Paula Mat gaFell'a'Ff'` Regional D#i tl: &r,. CORIZON Carpafa Headquarte?$- Beerltwood • 105 Westpark Drive • Suite #200 ►, Br htwood;;- t437037':1 ` Op"eratlons Wadquarters..st: Louis r 12647 olive Blvd- 5t: I puss, , .63141 Www_ 0rizonhealth.cam Packet Page -799- Re: Letter of Support for Criminal Justice, Mental Health & Substance Abuse Reinvestment Act Expansion Grant Dear Ms. Staffieri: 6/25/2013 16.D.5. TELEPHONE (239) 262 -6646 FAX (239) 252 -6656 I am writing to offer my support for Collier County's application for an Expansion Grant for its FIR.S.T, Program, As the judge presiding over both the Drug Court and the Mental Health Court for Collier County, I am familiar with the extent to which mental illness and substance abuse play a role in the lives of many of out-jail's inmates. I also know that the majority of these inmates will not make it into lengthy, formal programs such as Drug Court or Mental Health Court, even though they may be clinically appropriate, However, I also recognize that this population is of a higher risk to re- offend and re -enter the Justice System, because of these illnesses, As such, I believe that offering comprehensive treatment services to this sizeable population as they reintegrate into the community reduces the risk of repeat offenses, and improves public safety, all of which improves the administration of justice. For these reasons, I urge you to consider granting this award to Collier County, and will pledge my continuing support of tine Program if the award is made. Thank you for your time and consideration, Sincerely, Enorabic Jan ice T. Martin, County Count, Drug Court and Mental Health Court Judge, Collier County Packet Page -800 - a r) T. JANEICE T, MARTIN COUNTY COURT JUDGE TWENTIETH .JUDICIAL CIRCUIT OF FLORIDA COLLIER COUNTY COURTHOUSE 3316 TAMIAMI TRAIL EAST, SUITE 202 NAPLES, FLORIDA 34112 June 10, 2013 Michelle Stafficri Florida Department of Children & Families Mental Health & Substance Abuse Program 1317 Winewood Boulevard Tallahassee, Florida 32399 Re: Letter of Support for Criminal Justice, Mental Health & Substance Abuse Reinvestment Act Expansion Grant Dear Ms. Staffieri: 6/25/2013 16.D.5. TELEPHONE (239) 262 -6646 FAX (239) 252 -6656 I am writing to offer my support for Collier County's application for an Expansion Grant for its FIR.S.T, Program, As the judge presiding over both the Drug Court and the Mental Health Court for Collier County, I am familiar with the extent to which mental illness and substance abuse play a role in the lives of many of out-jail's inmates. I also know that the majority of these inmates will not make it into lengthy, formal programs such as Drug Court or Mental Health Court, even though they may be clinically appropriate, However, I also recognize that this population is of a higher risk to re- offend and re -enter the Justice System, because of these illnesses, As such, I believe that offering comprehensive treatment services to this sizeable population as they reintegrate into the community reduces the risk of repeat offenses, and improves public safety, all of which improves the administration of justice. For these reasons, I urge you to consider granting this award to Collier County, and will pledge my continuing support of tine Program if the award is made. Thank you for your time and consideration, Sincerely, Enorabic Jan ice T. Martin, County Count, Drug Court and Mental Health Court Judge, Collier County Packet Page -800 - 6/25/2013 16.D.5. �nflmi,l June 4, 2013 Michelle Staffieri Florida Department of Children & Families Substance Abuse & Mental Health Program Office 1317 Winewood. Blvd, Bldg. 6, Suite 281 Tallahassee, FL 32399 Dear Ms. Staffieri: I am writing to convey my commitment to take the lead in providing program evaluation services to the Collier County Criminal Justice, Mental Health & Substance Abuse Reinvestment Grant Program. I have experience conducting evaluations for several federal grant- funded programs including Department of Education Twenty First Century Learning Centers, and the Bureau of Justice Assistance (BJA). I am currently conducting an evaluation of the Charlotte County BJA Drug Court grant. Our intention for the current proposal is to conduct the local evaluation via a five - member team comprised of primary project partners including NAMI of Collier County, David Lawrence Center, Collier County Sheriffs Office, Corizon, and Collier County Housing, Human and Veteran Services. This collaborative model of evaluation is in keeping with the overall CJMHSA goals of Centralized Coordination Projects, and will help ensure that each partner agency is directly involved and invested in project outcomes, and helps to make identified program improvements. I look forward to working with our local partners and DCF on this important project. Sincerely, Pamela Baker, EdD NAMI of Collier County Packet Page -801 - "—*N 6/25/2013 16.D.5. Class Code: 15510 Pay Grade: 19 COLLIER COUNTY, FLORIDA CLASSIFICATION SPECIFICATION CLASSIFICATION TITLE: ACCOUNTANT PURPOSE OF CLASSIFICATION The purpose of this classification is to perform professional and technical accounting and financial duties for a County Department. Work involves preparing grant applications, financial reports and budget documents; and performing department accounts payable, accounts receivable and payroll functions. ESSENTIAL FUNCTIONS The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Performs a variety of accounting duties pertaining to application for and administration of awarded grants. Prepares grant applications and grant amendments. Reviews contracts for grants awarded to the department. Prepares and implements schedule for grant administrative monitoring; maintains grant administration check lists; determines unit costs for grant services; prepares grant schedules, profiles, and subsidy vouchers; and prepares reports addressing grant funding, utilization, status, etc. Reconciles account receivables to grant agreements. Performs a variety of accounting duties pertaining to the preparation, maintenance and administration of the Department budget. Analyzes historical costs and projects future financial needs. Prepares the annual budget for the department. Administers the approved budget; monitors expenditures; prepares budget reports; and prepares budget amendments as necessary. Performs Department accounts receivable functions. Prepares accounts receivable invoices; prepares billings for client services; receives and reconciles payments; assigns payments to proper cost center; verifies posting of receivables; maintains accounts receivable records; and prepares bank deposits. Performs department accounts payable functions. Prepares purchase order requests; prepares invoices for payment authorization; assigns expenditures to proper cost center and submits to Finance department; verifies positing o expenditures. Maintains accounts payable ledger and records. Enters and maintains autornated and manual accounting records. Perfonnns data entry for accounting operations and verifies accuracy. Reconciles General ledger accounts. Prepares a variety of financial and accounting records and reports including revenue and expenditure reports, executive summaries, aging reports, etc. Performs special projects, analysis and reports related to the financial condition and accounting records of the department. Advises department staff on record keeping and accounting issues, policies and procedures and responds to requests for information and /or assistance. Assists with the annual audit by an outside firm; researches and provides information and documentation to auditors. /'\ Maintains inventory records of department equipment, materials and supplies, orders office supplies as necessary. © DMG- MAXIMUS, INC. Page I Last Revised: July, 2001 Packet Page -802 - C�? 6/25/2013 16.D.5. Collier County Florida • Accountant 15510 Tracks and consolidate s data in preparation for department performance treasures. Establishes and maintains department accounting policies and procedures. Operates a personal computer, telephones, copiers and other general office equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, or other system software. ADDITIONAL FUNCTIONS Performs general clerical work in support of assigned duties, including answering telephones, assisting customers, copying and filing documents, etc. Prepare authorization requests for facilities repair and maintenance. Maintains Department OSHA reporting information and submits to risk management. Performs other related duties as required. In the event of a declared state of emergency, employees in this classification may be called to work during work days or hours other than those for which they are regularly scheduled. MINIMUM QUALIFICATIONS Bachelor's degree in accounting, finance or a related field; supplemented by one year of experience performing budgeting, accounting and financial reporting work; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Fingerprinting required. PERFORMANCE APTITUDES Data Utilization: Requires the ability to evaluate, audit, deduce, and /or assess data using established criteria. Includes exercising discretion in detennining actual or probable consequences and in referencing such evaluation to identify and select alternatives. Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility. Equipment, Machinery Tools and Materials Utilization: Requires the ability to operate, maneuver and /or control the actions of equipment, machinery, tools, and /or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, advisory and /or design data and information. Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, and ratios; may include ability to calculate surface areas, volumes, weights, and measures. Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and techniques to resolve problems. DMC- MAXIMUS, INC. Page 2 Last Revised: July, 2001 Packet Page -803- OP 6/25/2013 16.D.5. Collier County, Florida • Accountant 15510 Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable. Leadershia• Customer Service: Financial Accountability: ADA COMPLIANCE Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5 -10 pounds). Tasks may involve extended periods of time at a keyboard or work station. Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions. Collier County is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the County will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer•. © DMG- IM9AXIMUS, INC. Page 3 Packet Page -804- Last Revised: July, 2001 6/25/2013 16.D.5. Class Code: 9I060 Pay Grade: 16 COLLIER COUNTY, FLORIDA CLASSIFICATION SPECIFICATION CLASSIFICATION TITLE: ACCOUNTING TECHNICIAN PURPOSE OF CLASSIFICATION The purpose of this classification is to perform specialized accounting and administrative work for an assigned accounting function such as grants administration or lease management; and to perform general accounting and fiscal work for other department accounting functions. Work involves receiving, preparing and processing financial documents; performing accounts payable and /or receivables work; reconciling accounting transactions; maintaining and balancing accounting ledgers; creating and maintaining accounting databases and automated files; and preparing records, reports and summaries regarding assigned fiscal operations. ESSENTIAL FUNCTIONS The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Plans and implements daily operational tasks for assigned specialized accounting function such as grants administration or lease management; also performs general accounting and fiscal work for other department accounting functions. Establishes effective working relationships with internal and external parties and provides information and assistance regarding program policies and procedures. Receives, and processes financial documents for assigned accounting functions (i.e. purchase order requisitions, invoices, etc.); reviews documents; ensures accuracy; completes with appropriate information such as account codes, assigning vendor numbers, etc. Enters infonnation into automated financial information systems and submits for processing. Prepares and processes documents for assigned accounting functions (i.e. invoices /bills for services County services, receipts for incoming payments and revenues, etc.) ensures accuracy, completeness, appropriate coding, etc. Accepts and posts payments for assigned programs /functions. Prepares receipts for same. Monitors accounting activities and compares with established budgets and/or projections. Prepares reports of accounting activities such as grant reporting summaries, reports of budget deviations, revenue and sales reports, revenues and expenditures reports, etc. Establishes and maintains accounting information in the automated financial information systems; posts information and performs data entry for accounting transactions; maintains automated files and databases; processes data to produce accounting documents. Retrieves data for reports and /or records. Reconciles accounting transactions and documentation, bank statements and the general ledger for assigned accounts and /or accounting functions. Maintains running balances on assigned accounts. Operates a personal computer, telephones, copiers and other general office equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, or other system software. (D 1)A'IG- MAXIMLJS, INC. Page I Last Revised: Jute, 2001 Packet Page -805- 6/25/2013 16.D.5. /0—\ Collier County, Florida • Accounting Technician 91060 ADDITIONAL FUNCTIONS Performs other related duties as required. In the event of a declared state of emergency, employees in this classification may be called to work during days or hours other than those for which they are regularly scheduled. MINIMUM QUALIFICATIONS Associate's degree with course work emphasis in accounting, business or a related field; supplemented by one year of accounting and fiscal experience; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Fingerprinting required. PERFORMANCE APTITUDES Data Utilization: Requires the ability to review, classify, categorize, prioritize, and /or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships. Human Interaction: Requires the ability to provide guidance, assistance, and /or interpretation to others regarding the application of procedures and standards to specific situations. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and /or control the actions of equipment, machinery, tools, and /or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information. Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, and ratios; may include ability to calculate surface areas, volumes, weights, and measures. Functional Reasonine: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to exercise independent. judgment to adopt or modify methods and standards to meet variations in assigned objectives. Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving evaluation of information against measurable or verifiable criteria. Leadership: Customer Service: Financial Accountabilitv: ADA COMPLIANCE Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and /or pulling of objects and materials of light weight (5 -10 pounds). Tasks may involve extended periods of time at a keyboard or work station. © DMG- MAXINIUS, INC. Page 2 Last Revised: July, 2001 Packet Page -806- Collier County, Florida • Accountin Technician 6/25/2013 16.D.5. 91060 Sensow i Miremeuts: Some tasks require the ability to perceive and discriminate sounds and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions. Collier County is an Equal Opportunity Fnrployer. In compliance with the Americans ►pith Disabilities Act, the County " "11 provide reasonable accommodations to qualified individuals 1 ith disabilities and encourages 6otM prospective and current employees to diSCASS potential accommodations with the employer. DAMC- MAXIAFUS, INC. Page 3 Last I2evised:.Iufy, 2001 Packet Page -807- '0 6/25/2013 16.D.5. ^ Collier County Sheriffs Office Job Description - Listing �uiL /�%Arrer� POSITION; CCSO Grant Coordinator iD Statement Performance Standard TASK AC1653 Prepare budget. Given a computer equipped with spreadsheet software, the member calculates agency /special fund /grant budgetary requirements for administrative review, initialing any authorized changes in order to balance the budget in accordance with County and agency policies. AD1364a Perform management studies relating to division The member conducts analytical activities to budget monitor and control spending in order to achieve division budgetary objectives in accordance with agency policy AD1371 Ensure compliance with audit samples The member liaisons with Independent auditors and arranges and coordinates such audits with the objective of ensuring compliance with all audit samples consistent with agency policies, AD 1378 Supervise revenue collection The member supervises applicable revenue collections, ensuring that the revenue collection functions are in compliance with all applicable statutes, policies, rules,and regulations. AD 1379 Recommends administrative policies - The member assists In formulating administrative and financial policies and procedures designed to enhance or optimize the administrative support functions and ensure compliance with current or new statutes and regulations. GS1135b Generatelupdate and submit statistical reports The member will correctly locate, tabulate, and accurately compile statistical data in a timely manner and submit the edited statistical report to the appropriate personnel as requested. PHY03 Stooping ability The member is required to be able to bend the . body downward and forward by bending the spine at the waist. This factor is important If it occurs to a considerable degree and requires full use of the lower extremities and back muscles. PHY04 Twisting ability Twisting requires the ability to turn the body around to both the left and right at least 45 degrees from the waist; and turn the head around to both the left and right at least 45 degrees. PHY08 Reaching ability Extending hand(s) and arm(s) fully or partially in any direction. The type of reaching occurs constantly or consistently and may require reaching overhead, from shoulder level, and below the waist. PHY15 Fingering ability Using fingers and thumbs to pick up, pinch, type, fire weapons, activate spraying devices, two way radios, switches, buttons, dials, tie rope, apply restraints. PHY16 Handling ability Working with hands and arms to seize, hold, grasp, turn objects, Ability to rotate and bend wrist. 6112/2013 Page 1 of 7 Packet Page -808- POSITION: CCSO Grant Coordinator ID Statement Performance Standard TASK PHY18 PIIY19 PHY21 PHY23 PHY24 PHY26 PHY27 PHY30 PHY34 PHY41 PHY42b PL1 625/2013 16.D.5. Verbal communication ability Ability to express/convey directions, instructions, information orally in a clear manner. Ability to communicate verbally within a wide decibel range from whispers to loud sounds. This is a critical requirement with regard to command and control type tasks, and important with regard to working with others on a day to day basis in a team oriented environment. Written communications ability Ability to express ideas, Instructions, directions, details, diagrams, and narratives in written form. Must be able to write in a clear manner. This Is important for reporUcorrespondence /documentation related writing tasks. Repetitive motion ability Constant motion of extremities and/or joint areas. Near vision ability Clarity of vision at 20 inches or less. Mid -range vision ability Clarity of vision at distances more than 20 inches and less than 20 feet. Visual focus ability Ability to adjust the tens of the eye(s) to bring objects Into clear and sharp focus from varying distances. Color vision ability Ability to see, identify, and distinguish colors. Internal work environment Ability lo work under conditions with continuous noise level Reasoning ability Higher level mathematical skills Accepts supervision and direction PL10 News media relations PL2 Grooming and dress 6/12/20'13 Work performed in an internal environment Le. office, vehicle, etc. Working In conditions where the noise level is continuous. The ability to formulate rational plans, ideas, inferences, and judgements based on logic, fact, knowledge, and experience. The ability to comprehend and generate descriptive and Inferential statistics. The ability to comprehend and apply various analytical concepts and formulae to both quantitative and qualitative data. The above abilities are In addition to the abilities to add, subtract, multiply, divide whole numbers and fractions; comprehend and compute ratios and percentages; comprehend and generate charts, graphs, and tables derived from quantitative and /or qualitative data. The member will respond to supervision, guidance and direction in a positive, receptive manner and In accordance with agency policies, The member adheres to the chain of command with regard to news releases /activities to ensure appropriate, uniform, and efficient news media relations. The member is groomed appropriately and attired to present a professional image in accordance with the agency mission, goals, and policies. Page 2 of 7 Packet Page -809 -� 6/25/2013 16.D.5. 6112/2013 Page 3 of 7 Packet Page -810- POSITION : CCSO Grant Coordinator Ip Statement Performance Standard TASK The member Is at work on time and works the pL3 Observes work hours full shfft. Due to the emergency nature of the Agency, the member will work an adjusted schedule to meet any unusual or emergency manpower needs at the discretion of the Sheriff or his designee. PL4 Contact with public The member demonstrates a polite, helpful, courteous, and professional image when engaged in any activity with the public and colleagues. pLg Operation and care of equipment The member operates and cares for equipment within the specified parameters and in accordance with agency policies. PL8 Human diversity awareness The member demonstrates understanding, consideration, and respect with regard to cultural, religious, and gender differences when Interacting with the public and colleagues. PR107 Knowledge of Policy &Procedure Manuals ad, d policy interpret, and follow procedural and manuals related to the job performed by the incumbent. PR118a Bachelor's Degree The member possesses a combination of experience and training that provides the knowledge and skills required to perform the essential tasks. The equivalent of completion of a Bachelor's Degree is the minimum level acceptable for entry level placement. PR124 Financial management skills The member demonstrates and initiates sound financial management actions to correct any identified shortfalls. PR17 Information entry/retrieval skills The member demonstrates the ability to accurately enter and / or retrieve Information from various computer systems in a timely PR18 Basic computer / office equipment skills manner. basic computer uterr & office equipment uipment re used to P q R� q perform position tasks. PR180 Knowledge of government grants process The member has the ability and knowledge to research and identify grant opportunities, prepare proposals and monitor awarded grants for compliance, PR20 Time management skills The member demonstrates the ability to organize, prioritize, schedule, and manage daily work activities, tasks, and special assignments, and meet all required deadlines. PR21 Leadership skills The member demonstrates the ability to apply the appropriate behaviors in order to accomplish the desired objectives and goals. PR23 intor- personat skills The member demonstrates congenial, respectful, and productive behaviors and attitudes towards others in working relationships and situations. 6112/2013 Page 3 of 7 Packet Page -810- 6/25/2013 16.D.5. POSITION; CCSO Grant Coordinator ID Statement Performance Standard TASK PR230 Ability to establish and maintain cooperative The member will establish and maintain working relationships with internal working relationships cooperative agency and/or external agency personnel as appropriate to enhance their job related productivity and project a positive image for the PR26 Budget management skills agency. The member demonstrates the ability to use and manage assigned budgets within the imposed fiscal constraints / requirements. PR29 General communications skills The member demonstrates the ability to ideas and effectively communicate express Information to citizens and colleagues as well as the ability to process verbal information, physical cues, and body language in order to effectively listen to Individuals. PR290 Advanced communication skills The member has the ability to read, comprehend, analyze, and interpret complex documents /presentations and to make effective and persuasive written and verbal presentations on complex topics in their area of responsibility_ The member demonstrates the ability to speak PR30 Public speaking before groups, articulate Ideas, and effectively communicate the stated objectives in a well planned, organized, and clear manner. The member demonstrates the ability to look PR31 Problem solving beyond surface issues to identify and analyze problems and develop effective responses and solutions to resolve such problems. PR4 Verbal communications The member conveys information / Instructions / directives /commands in a clear, concise, and intelligible manner. PR43b Ability to use the worldwide web Given a computer with internet access, the member Is able to utilize the internet to accurately and efficiently research topics, communicate with outside entities pertaining to their area of responsibility, and complete all required on -line reporting for grants. PR5 Written communications The member ensures that written communications are accurate, concise, legible, and timely. PR52c Knowledge of applicable governing legislation The member is cognizant and informed as to content, application, and compliance requirements of pertinent legislation relative to the establishment, obligations, limitations, and operational responsibiflties of the agency as it pertains to their area of responsibility. PR52d Knowledge of local, state, and federal statutes The member is knowledgeable in local, state, and federal statutes that pertain to their area of and /or ordinances responsibility. PR64 Accounting skills The member demonstrates competencies in accounts payable / receivable, payroll, budget development, general ledger, and statistical compilation. PR94 Knowledge of data presentation techniques The member is able to present data In various valid and reliable statistical and graphical formats for publications as needed. Page 4 of 7 6/12/2013 Packet Page -811- POSITION: CCSO Grant Coordinator ID Statement Performance Standard TASK PR95 Qfd11831 RP1924a RP1924b RP1924c RP1924d A#O*N. RP1924e RP1924f RP1924g RP1924h RP1924i 6/12/2013 Datarnformation collection techniques Reconcile expenditure reports Research and write grant proposals /applications Research/track grant funding sources Formulate creative strategies for grant funding Prepare /submit grant evaluation reports Interpret grant guidelines Identify potential grant beneficiaries Coordinate management of grant funds Monitor project budget Assist contract cities in grant application 6/25/2013 16.D.5. The member uses and researches all available legal resources to collect accurate and valid Information consistent with agency policies. On a monthly basis, the member researches and accurately reconciles any discrepancies in the expenditure report to ensure that all purchase orders and accounts are balanced, The member thoroughly researches available grant funding resources for a specific needs and writes a detailed grant proposal incorporating all the information required to meet the grant specifications. The member will diligently research and track funding sources for the availability and applicability of grant monies. The member formulates /assists In the formulation of creative and appropriate strategies for the development of federal, state and /or foundation grants as directed or required. The member will prepare /submlt/assist In the p repo ration/submission of detailed grant evaluation reports in a timely manner as required, clearly reflecting the agency's compliance with the requirements /specifications of the grant as directed or required. The member will carefully review grant specifications and properly Interpret guidelines for operational procedures that conform with the requirements/specifications of the grant. The member will identify /assist in the identification of appropriate agency /area of responsibility areas that could potentially be enhanced through grant funding by establishing and maintaining close and effective working relationships with various personnel throughout the agency. The member will coordinate the management of grant funds with the Finance Office, ensuring that all related funds are used in accordance with the specifications and guidelines of the grant. The member monitors project budget and submits requests for budget modifications to the appropriate entity if necessary. Projects that are funded by a grant source are monitored to ensure that expenditures are in compliance with grant guidelines /stipulations and within budget. The member will provide technical assistance to contract cities and other organizations as needed In the grant applications relating to taw enforcement. Packet Page -812- Page 5 of 7 POSITION: CCSO Grant Coordinator ID Statement Performance Standard TASK RP1924j RP1932 RP1942 SP7003 SP7004 SP7008 SP7010 SP7011 SP7018 SP7020 S P7022 Review /assess special program budget requests Participate in proactive planning Coordinate pre and post award meetings Provides Information to assist superiors in making decisions on issues where no guidelines or policy exists Review completed work assignments by members for achievement of task and objectives. Assign and direct subordinates Implement changes and new programs as directed Inform superiors of events and activities in progress Demonstrate positive working relationship with colleagues and other units within the agency. Develop and maintain a system for maintaining appropriate records. Train new staff 6/25/2013 16.D.5. The member receives requests from various agency divisions and bureaus for possible grant programs and reviews /assesses same for feasibility, budgetary needs, availability of funds /programs, The member will participate in proactive researching and planning to develop viable plans to help meet the anticipated needs of the agency regarding, as appropriate to the position. The member will schedule and facilitate all necessary pre and post grant award meetings. The member researches and analyzes the issue / problem at hand and provides superiors with valid and defensible information / data in order to assist in arriving at the most appropriate decision consistent with agency mission, goals, and the law. The member reviews all completed work assignments / products for accuracy and achievement of all objectives, providing the member with appropriate feedback in order to encourage task completion according to desired specifications. The member assigns to subordinates tasks / projects based on ability and staffing resources. The member effectively directs assignments to ensure goal achievement consistent with agency policies. The member implements changes and new programs exactly as directed by superiors within the time frame specified in accordance with agency policies, The member accumulates precise and accurate Information addressing events or critical issues and disseminates same to higher authority without delay, The member works with other agency members in order to maximize unit / department / agency output and services consistent with agency policies, The member develops and maintains a system designed to facilitate efficient, secure, and systematic document storage and retrieval consistent with agency policies and all applicable laws, The member provides accurate and complete information and coaches now members in order to ensure task performance is to standard and in accordance with agency policies. The member procures or provides training for staff in compliance with all applicable local, state, and federal statutes and regulations. 6/12/2013 Page 6 of 7 Packet Page -813- i POSITION: CCSO Grant Coordinator ID Statement TASK SP7023 SP7025 SP7026 SP7027 SP7028 SP7029 SP7039 TR5723a 6112/2013 Reviews and researches policy, procedure, and legal issues Inform colleagues, staff and the public of actions taken, decisions made, and potential problems Recommend changes in working conditions for improved staff work output Liaison with intralfnter agency personnel Make recommendations to superiors as to unit training needs and resolution. Provide Information to staff regarding law and policy changes. Monitor compliance of new and current policies, regulations, laws, and procedures as required Attend specialized training /conferences /workshops 6/25/2013 16.D.5 The member will research and compare current policies and procedures with federal and state law, identify any inconsistencies and recommend changes where applicable. The member ensures that continuity and operational efficiency are obtained through accurate and timely dissemination of information consistent with agency policy and procedures. The member monitors and recommends changes in working conditions to encourage improved staff output in accordance with agency policies. The member initiates, develops, and maintains channels of communication and works with inter /intra agency members in order to achieve objectives and goals and better serve the needs of ft community. The member researches training needs and makes recommendations to superiors to resolve any current or potential performance deficiencies In accordance with agency policies. The member informs and explains to all staff verbally and in writing any changes in procedure, policy, and laws immediately upon receipt of written directives or memos describing such changes. The member requests and receives written acknowledgement of any such changes from all staff members. All changes in policy, procedure, and laws are posted in an area where they are visible to all staff members. The member ensures that all members are in compliance with and have knowledge of current or new policies, procedures, regulations, and laws in area of responsibility. The member will attend and actively participate in specialized training courses/conferences /workshops as required to satisfy mandatory training requirements and/or to receive necessary job specific training in specialized areas, Packet Page -814- Page 7 of 7 6/25!2013 16.D.5. Collier County Sheriff's Office Job Description - Listing POSITION: CCSO Accountant t /II ID Statement Performance Standard TASK AC1G51 Prepare bank reconciliation. Given a record of all deposits, checks, and a bank statement, the member balances the bank statement and resolves any inconsistencies. AC1659 Manage operating funds. The member analyzes monthly operating funds statements for Inconsistencies in accounts payable, submitting any inconsistencies to the administrative director for resolution in order to maintain efficient fiscal control of the funds. AD1362 Compile operating budget The member conducts development of the overall fiscal operating budget based on the prior fiscal operating budget In conjunction with new essential expenditures and foreseeable Increases, AD1364 Perform management studies relating to budget The member conducts analytical activities to monitor and control spending in order to achieve budgetary objectives In accordance with agency policy. AD1366 Approve /review expenditures The member reviews requests for purchases, ensuring that the purchases are valid and processed according to SOP. The member reviews and analyzes bids, basing selection on cost, quality, delivery, and vendor location in area of responsibility. A01368 Review monthly financial statements for The member analyzes each monthly statement compliance and takes appropriate and effective corrective actions if budgetary parameters are not consistent with state statutes requirements. FC3283 Deposit cash received From inmates ty inmate cash received The member will verify from booking and deposit the cash in the inmates fund in accordance with agency policy. FC3285 Maintain petty cash fund The member will correctly ensure that the petty fund is maintained and balanced on a daily basis in accordance with agency policy. PHY03 Stooping ability The member is required to be able to bend the body downward and forward by bending the spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles. PHY04 Twisting ability Twisting requires the ability to turn the body around to both the left and right at least 45 degrees from the waist; and turn the head around to both the left and right at least 45 degrees. PHY08 Reaching ability Extending hand(s) and arm(s) fully or partially in any direction. The type of reaching occurs constantly or consistently and may require reaching overhead, from shoulder level, and below the waist. Page 1 of 5 6/12/2013 Packet Page -815- `� /011*N 6/25/2013 16.D.5. POSITION: CCSO Accountant iAI ID Statement Performance Standard TASK PHY15 Fingering ability Using fingers and thumbs to pick up, pinch, type, fire weapons, activate spraying devices, two way radios, switches, buttons, dials, tie rope, apply restraints. PHY16 Handling ability Working with hands and arms to seize, hold, grasp, turn objects, Ability to rotate and bend wrist. PHY16 Verbal communication ability Ability to express /convey directions, instructions, information orally in a clear manner. Ability to communicate verbally within a wide decibel range from whispers to loud sounds. This Is a critical requirement with regard to command and control type tasks, and Important with regard to working with others on a day to day basis in a team oriented environment. PHY19 Written communications ability Ability to express ideas, instructions, directions, details, diagrams, and narratives in written form. Must be able to write in a clear manner. This Is important for report /correspondence /documentatlon related writing tasks. PHY21 Repetitive motion ability Constant motion of extremities and /or joint areas. PHY23 Near vision ability Clarity of vision at 20 inches or less. PHY24 Mid -range vision ability Clarity of vlslon at distances more than 20 inches and less than 20 feet. PHY26 Visual focus ability Ability to adjust the lens.of the eye {s} to bring objects into clear and sharp focus from varying distances. PHY30 Internal work environment Work performed in an internal environment i.e. office, vehicle, etc. PHY34 Ability to work under conditions with continuous Working in conditions where the noise level is noise level continuous. PHY41 Reasoning ability The ability to formulate rational plans, ideas, inferences, and judgements based on logic, fact, knowledge, and experience. PHY42b Higher level mathematical skills The ability to comprehend and generate descriptive and inferential statistics. The ability to comprehend and apply various analytical concepts and formulae to both quantitative and qualitative data. The above abilities are In addition to the abilities to add, subtract, multiply, divide whole numbers and fractions; comprehend and compute ratios and percentages; comprehend and generate charts, graphs, and tables derived from quantitative and /or qualitative data. PI-1 Accepts supervision and direction The member will respond to supervision, guidance and direction in a positive, receptive manner and in accordance with agency policies. Pt.2 Grooming and dress The member is groomed appropriately and atilred to present a professional Image in accordance with the agency mission, goals, and policies. 6/12/2013 Page 2 of 5 Packet Page -816- 6/25/2013 16.D.5. 6/12/2013 Page 3 of 5 Packet Page -817- POSITION: CCSO Accountant 1111 ID Statement Performance Standard TASK PL3 Observes work hours The member is at work on time and works the full shift. Due to the emergency nature of the Agency, the member will work an adjusted schedule to meet any unusual or emergency manpower needs at the discretion of the Sheriff or his designee. PL4 Contact with public The member demonstrates a polite, helpful, courteous, and professional image when engaged in any activity with the public and colleagues. PL6 Operation and care of equipment The member operates and cares for equipment within the specified parameters and In accordance with agency policies. PI-8 Human diversity awareness The member demonstrates understanding, consideration, and respect with regard to cultural, religious, and gender differences when Interacting with the public and colleagues. PR107 Knowledge of Policy & Procedure Manuals The member demonstrates the ability to read, interpret, and follow procedural and policy manuals related to the job performed by the incumbent. PR118a Bachelor's Degree The member possesses a combination of experience and training that provides the knowledge and skills required to perform the essential tasks. The equivalent of completion of a Bachelor's Degree is the minimum level acceptable for entry level placement. PR17 Information entry/retrieval skills The member demonstrates the ability to accurately enter and / or retrieve information from various computer systems In a timely PR18 Basic computer / office equipment skills manner. The member demonstrates skill in the use of basic computer & office equipment required to perform position tasks. PR20 Time management skills The member demonstrates the ability to organize, prioritize, schedule, and manage daily work activities, tasks, and special assignments, and meet all required deadlines. PR23 Inter- personal skills The member demonstrates congenial, respectful, and productive behaviors and attitudes towards others In working relationships and situations. PR4 Verbal communications The member conveys information / instructions / directives / commands in a clear, concise, and Intelligible manner. PR5 Wrilten communications The member ensures that written communications are accurate, concise, legible, and timely. PR64 Accounting skills The member demonstrates competencies in accounts payable / receivable, payroll, budget development, general ledger, and statistical compilation. QM1831 Reconcile expenditure reports On a monthly basis, the member researches and accurately reconciles any discrepancies in the expenditure report to ensure that all purchase orders and accounts are balanced. 6/12/2013 Page 3 of 5 Packet Page -817- n "-\ 6/25/2013 16.D.5. POSITION: CCSO Accountant I/ll ID Statement Performance Standard TASK SP7003 Provides iniormation to assist superiors in The member researches and analyzes the making decisions on issues where no guidelines issue I problem at hand and provides superiors or policy exists with valid and defensible information / data in order to assist in arriving at the most appropriate decision consistent with agency mission, goals, and the law. SP7004 Review completed work assignments by The member reviews all completed work members for achievement of task and assignments / products for accuracy and objectives. achievement of all objectives, providing the member with appropriate feedback in order to encourage task completion according to desired specifications. SP7010 Implement changes and new programs as The member implements changes and new directed programs exactly as directed by superiors within the time frame specified in accordance with agency policies. SP7011 Inform superiors of events and activities in The member accumulates precise and progress accurate Information addressing events or critical Issues and disseminates same to higher authority without delay. SP7018 Demonstrate positive working relationship with The member works with other agency colleagues and other units within the agency. members In order to maximize unit / department I agency output and services consistent with agency policies. SP7020 Develop and maintain a system for maintaining The member develops and maintains a system appropriate records, designed to facilitate efficient, secure, and systematic document storage and retrieval consistent with agency policies and all applicable laws. SP7022 Train new staff The member provides accurate and complete information and coaches new members in order to ensure task performance is to standard and in accordance with agency policies, The member procures or provides training for staff In compliance with all applicable local, state, and federal statutes and regulations, SP7023 Reviews and researches policy, procedure, and The member will research and compare current legal issues policies and procedures with federal and state law, Identify any Inconsistencies and recommend changes where applicable. SP7025 Inform colleagues, staff and the public of actions The member ensures that continuity and taken, decisions made, and potential problems operational efficiency are obtained through accurate and timely dissemination of information consistent with agency policy and procedures. SP7026 Recommend changes in working conditions for The member monitors and recommends Improved staff work output changes in working conditions to encourage improved staff output in accordance with agency policies. SP7027 Liaison with intra /inter agency personnel The member initiates, develops, and maintains channels of communication and works with inter/intra agency members in order to achieve objectives and goals and better serve the needs of the community. 611212013 Page 4 of 5 Packet Page -818- POSITION : CCSO Accountant IIII ID Statement Performance Standard TASK SP7028 SP7029 Make recommendations to superiors as to unit training needs and resolution. Provide information to staff regarding law and Policy changes. 6/25/2013 16.D.5. The member researches training needs and makes recommendations to superiors to resolve any current or potential performance deficiencies in accordance with agency policies. The member informs and explains to all staff verbally and In writing any changes In procedure, policy, and laws immediately upon receipt of written directives or memos describing such changes. The member requests and receives written acknowledgement of any such changes from all staff members. All changes in policy, Procedure, and laws are posted In an area where they are visible to all staff members. 6/12/2013 Page 5 of 5 Packet Page -819- 6/25/2013 16.D.5. CORIZON POSITION DESCRIPTION Health Servkes Admin/strator TITLE: HEALTH SERVICES ADMINISTRATOR ACCOUNTABLE TO: Regional Director or Vice President Operations POSITION SUMMARY: The Health Services Administrator (HSA) Is the chief administrative manager of the on -site health services department. The HSA is accountable for the delivery of contract services and ensuring that Corizon Is in compliance with all aspects of the client contract. The HSA is responsible for recruiting and hiring all personnel and accountable for interviewing and selecting contractual staff. In addition to managing the site budget, the NSA constructs and supervises an annual operational plan. The HSA is responsible for developing and maintaining positive, professional, collaborative relationships with clients (warden, supervisor, and /or equivalent client role) and ensuring customer satisfaction. ESSENTIAL FUNCTIONS: 1. Manages the healthcare delivery system and coordinates with the other functions within the Institution. 2. Manages the budget and financial performance of the site. 3. Develops and /or supervises the facility operational plan. 4. Directs the activities of the assigned staff. 5. Actively recruits new staff. Arranges interview process for potential staff including necessary collateral colleagues (i.e., Director of Nursing) and departments. Interfaces with Corizon Human Resources for the hiring and terminating of all site staff. 6. Manages labor ensuring the site is staffed according to contractual commitments and supervises scheduling of all staff and Independent Contractors according to the Staffing Control Document (SCD). 7. Coordinates or participates in the interviewing and selection of Independent Contractors. 8. Submits timely and accurate reports to supervisor and /or corporate office including, but not limited to: a. Budget variances; b. Progress on the operational plan; c. Pertinent exceptional issues raised to the Medical Audit Committee; d. Pertinent issues affecting the contract; and e. Activities of all health service departments 9. Ensures orientation of new Corizon personnel by conducting or coordinating all initial new hire and annual orientation and training activities. 10. Ensures site utilization and compliance with all Corizon and applicable client systems and applications. 11. Coordinates the Medical Audit Committee and facilitates the monthly meetings. 12. Ensures compliance with ACA and /or NCCHC standards and Corizon clinical services and administrative policies and procedures. Page 1 of 6 yo ; TMs position description In no way states or lmoes that these duties are the only duties to be performed by employees occuMing this postlon. Employees may be required to follow other job- related Instructions and to perform other job - related duties as requested, subject to all applicable federal and state laws. Certain Job functions described herein may be subject to possible modUkauon in accordance with applicable federal and /or state laws. Packet Page -820- 6/25/2013 16.D.5. C4RIZON POSITION DESCRIPTION Health Services Administrator 13. Coordinates with Hospital Administrators and other external providers the delivery of services at hospitals or other external health services locations outside the institution. When appropriate, negotiates third party contracts for the institution. 14. Assists with emergency care and responses (as qualified and when necessary). 15. Meets regularly with the client (i.e. Warden, Supervisor, Contract Manager) to communicate about contract compliance, services provided, Issues and client satisfaction. 16. Adheres to and enforces all safety and security policies and procedures and participates in and ensures compliance with applicable safety /emergency drills. 17. Follows and enforces all security regulations, including but not limited to keys, sharps, and controlled medications. 18. Conducts monthly staff meetings at the site. 19. Ensures annual performance evaluations are conducted and completed with all personnel, including peer reviews with Independent Contractors. 20. Approves all employee and Independent Contractor time records and ensures payroll /fees reimbursement information is forwarded to the Payroll /Fees Department within established timelines. 21. Makes recommendations for the improvement of services to the RD or RVP. 22. Appropriately deals with and responds to stressful situations in a stressful environment. PERFORMANCE AND COMPETENCY EXPECTATIONS: 1. Budgeting and Forecasting • Performs planning, budgeting and forecasting tasks with moderate supervision • Assists with the generation of monthly financial reports • Applies planning, budgeting and forecasting concepts within own environment (i.e. region or site) • Demonstrates knowledge of the contract financial plan and monthly financial reports 2. Clinical Quality Management to Helps other team members resolve routine medical and clinical issues • Differentiate between nursing and medical provider Issues; utilizes appropriate resources • Understands Corizon notification processes regarding clinical events • Demonstrates understanding and ability to use performance improvement processes and measurement tools 3. Contract Monitoring • Responsible for adherence to client contract terms, conditions and requirements • Develops data gathering approaches and instruments with minimal supervision ■ Analyzes data based on contract objectives in order to achieve client satisfaction • Maintains data to track operational trends relating to contract Page 2 of 6 M OES6R1 O S AI This position description in no way states or implies that these duties are the only duties to be performed by employees occupying tNs position. Employees may be required to follow other job-related Instructions and to perform other job -related duties as requested, subject to all applicable federal and state laws. Certain job functions described herein may be subject to posdble modification In accordance wtih appXcable federal and/or state laws. Packet Page - 821 - 6/25/2013 16.D.5. C*RIZON POSITION DESCRIPTION flealth Services Administrator 4. Contracting • possesses a basic understanding of provider, third party, vendor and hospital contract terms, conditions and requirements • Possesses a basic understanding of the functions of Corporate Contracting Department • Possesses a basic understanding of how Agreements impact medical costs • Develops and maintains relationships with "preferred providers" • Adheres to Agreement terms, conditions and requirements S. Financial Acumen • Conversant on financial concepts and terminology ■ Uses financial data to analyze and solve basic operational problems; communicates to team when appropriate • Assists others with financial processes 6. Labor Management Program • Manages labor components within own span of responsibility • Identifies and proactively communicates potential labor management issues • Accesses appropriate resources to address labor management problems 7. Planning • Develops plans which meet stated goals, balancing available resources with deadlines and scope • Coaches others on solution development if problems arise with specified plans n • Defines and Implements short term goals 8. policy & Procedure compliance • Supervises compliance with internal and external policies and procedures • Maintains tracking systems and tools for compliance with policies and procedures • Educates others in compliance with internal and external policies and procedures 9. Recruiting and Selection • Understands and accesses recruitment resources to assist In candidate lead generation • Effectively sells corrections environment to applicants • Takes proactive measures to generate leads Demonstrates proficiency in selecting candidates utilizing behavioral interviewing or similar techniques • Consistently follows up with candidates within 48 hours • Consistently uses formal rating scale to assist with assessment of applicants for skills /fit 10. Reporting • Performs reporting tasks without supervision • Consistently completes required reporting on or before the deadline • Systematically reviews reports for accuracy before submitting 11. Corizon Applications & Systems • Uses all functions of applications and systems relevant to position with no supervision ■ Applies some advanced techniques In one or more applications to accomplish work assignments Page 3 of 6 "A DESCRIPTION fiISCLAIMER -nos position description In no way states or implies that these duties are the only duties to be performed by employees occupying Htls position. EmpbYmu may be required to toppw other job-related iosiructions and to perform other job - related duties as requested, subject to afl appncable federal and state laws. Certain jab functions described herein may be subject to possible modihcatlon in accordance wRh applicalAe federahandior state laws. Packet Page -822 - 6/25/2013 16.D.5. C oRIZON POSITION DESCRIPTION Health Services Adminlstrator 12. Computer Literacy • Applies some advanced techniques in one or more applications to accomplish work assignments • Able to do basic troubleshooting with computer hardware, software and related equipment • Able to describe and explain how various applications interact with each other (e.g. Microsoft Office, Windows) 13. Accountability • Takes responsibility for team results and outcomes • Proactively takes action to solve problems within own team • Meets established goals and objectives 14. Business Acumen • Applies CORIZON operational goals and objectives to guide action and decision - making • Understands Corizon's services, mission and goals • Identifies Corizon's formal and informal systems to gather information relevant to own job • Fundamental understanding of the organizational structure and how to appropriately access resources 15. Client Relationships • Proactively identifies problems and proposes solutions • Monitors follow through on commitments to clients • Identifies opportunities to exceed the expectations of clients • Fosters an environment in which client relationships are valued and important • Reports concerns related to high -risk, high - profile client issues 16. Conflict Management • Drives for appropriate conflict resolution • Strives to reach win /win solutions • Contributes to positive work environment by setting the example • Settles disputes equitably but not with over - accommodation or saying "yes" too soon or too often ■ Separates facts from opinions or assumptions • De- escalates conflict by finding common points and agreement 17. Correctional Health Industry Knowledge • Demonstrates broad knowledge of the correctional healthcare industry • Understands implications of trends In the correctional healthcare Industry • Understands key program elements Impacting service delivery (e.g. medication delivery, intake, on -site services) 18. Effective Communication Organizes and presents own thoughts In logical manner, clearly communicating expectations Adapts complexity of communication content based on audience level Uses fact -based communication Page 4 of 6 700 DESCRIPTION DISCLAIMER This position description In no way states or Implies that these duties are the only duties to be performed by employees occupying this position. Employees may be required to follow other job- related Instructions and to perform other Job - related duties as requested, subject to all applicable federal and state taws, Certain job functions described herein may be subject to possible ttmditicat on to accordance with applIcahle ft Packet Page - 823 - 6/25/2013 16.D.5. C4RIZON POSITION DESCRIPTION Health Serv/cesAdmfnlstmtor 19. objective Problem Solving • Assesses magnitude of issues • Gathers accurate, relevant data to define problems, breaks problems into manageable parts and Identifies solutions • Demonstrates logical, fact -based problem solving approach and provides rationale for proposed solutions • Seeks other resources /expertise to define solutions when appropriate • Identifies potential impact of problems • Implements solutions within immediate scope 20. Professionalism ■ Builds productive working relationships with others (e.g. supervisor, security, healthcare team and patients) ■ remonstrates ability to set priorities as they relate to work processes of team • Models sound judgment regarding personal conduct /emotional maturity (e.g,, how to handle conflict in work environment; how to separate professional vs. personal issues, how to effectively deliver care with compassion while maintaining objectivity) • Maintains self - control when faced with pressure • Exhibits high degree of integrity and objectivity ■ Establishes and maintains collaborative relationship with internal and external customers 21. Developing People • Sets performance expectations before the beginning of an assignment ■ Balances career expectations and business needs • Takes on additional responsibility to support professional growth • Seeks mentors for coaching and counseling • Provides mentoring and coaching to direct reports • Recognizes Individual and team accomplishments 22. Managing Relationships • Proactively identifies problems and proposes solutions • Monitors follow through on commitments to others • Inspires trust and confidence in co- workers • Fosters an environment in which relationships are valued and important 23. Results /Action orientation • Demonstrates commitment through actions • Takes unsolicited action to achieve team results • Identifies and acts on opportunities to increase the quality of own work as well as that of others IN Gains cooperation from others as necessary in order to achieve results or meet a deadline Page 5 of 6 JOS pESCRIPi7Q[V DISCLAIMER Thh position descrlptlon In no way states or Implies that these Mies are the onty dudes to be performed by employees occupying this positlm. Employees may be required to follow other Job-related Instructions and to perform other job-related dudes as requested, subject to all applicable federal and state laws. Certain job functions described herein may be subject to possible moditatlon in accordance with appkabbe re ' ' '' ' ' ' Packet Page -824- 6/25/2013 16.D.5. C'RIZON POSITION DESCRIPTION Health ServicesAdminis"tor 24. Team Work • Encourages others to share Ideas to develop a cohesive team approach • Participates in goal setting and problem solving and assists other team members in reaching their goals • Recognizes and communicates barriers to effective teamwork in order to work towards resolution • Takes Initiative and provides leadership for the team, even if not officially designated `leader" • Promotes cooperation, cohesiveness, and team morale over competition POSITION QUALIFICATION REQUIREMENTS: Special Conditions of Employment: Bachelor's degree in healthcare administration /related field or Licensed Registered Nurse /Nurse Practitioner /Physician Assistant preferred, Minimum of two (2) years of management experience In a healthcare setting necessary. Correctional healthcare experience preferred. Subject to initial and ongoing security clearance requirements. Occasional Travel required. Physical: Applicable physical activities involved with travel and contract start -ups and close -outs. Mental: Must be able to read, comprehend, and write documents, contracts, plans, and financial statements, Skilled in oral and written communications. Analytical and problem resolution skills involving programs, systems, and operations, Simple calculations involved In financial oversight and management. Must appropriately respond to stressful issues and situations, Environmental: Works In an office environment and within areas of correctional Institutions, STATUS AND SCOPE: Supervises: Assistant /Associate Health Services Administrators, Directors /Supervisors /Managers of Nursing, Mental Health Directors, and other operational staff. Supervises Medical Directors administratively (clinical supervision done by medical leadership). Consults or interacts With: All levels of staff, management, clients and customers, government officials, vendors, compliance organization personnel, and others involved in the management of healthcare services delivery and oversight In contracted correctional institutions. SIGNATURE• F have read and acknowledge full understanding of this position description. Signature Printed Name O ORIGINAL, Employee Personnel File Page 6 of 6 Date 708 DESCRIPTION DISCLAIMER This position description In noway states or implies that these dudes are the only duties to be performed by employees occupykv this posRbn. Employees maybe required to follow otter Job - related trtstiyclions and to perform other Job - related duties as requested, subject to all applicable federal and state laws. Certain job functions described herein may be subject to PossdMe modification in accordance with applicable feder., - ^a' ^• — I —- Packet Page -825- `J- 6/25/2013 16.D.5. 0 � PRISON HEALTH SER MES JOB DESCRIPTION: Reintegration Specialist, Days 3 year Grant Position 2011 -2014 i, POSITION TITLE: Reintegration Specialist, Days ii. SUPERVISED BY: Mental Health Director and DON as appropriate iii. QUALIFICATIONS: 1. Current iicensure in State of Florida as a Licensed Practical Nurse. 2, Minimum of two years experience required in providing health support services. 3. General knowledge of Mental Health Diagnoses and Treatment. 4, Holds current CPR certification. 5. Must demonstrate effective communication and interpersonal skills. 6. Correctional experience beneficial. iv. GENERAL DUTIES: r. - °' 1. Communicates effectively with the FIRST PROJECT (Forensic Intensive Reintegration Support Team) planning for the release of inmates from the CCSO facilities, 2. Collect data and obtain information necessary to complete the required LSi -R (the Level of Service Inventory) documentation. 3. Tracks data and submits reports as required. 4. Provide information to inmates about resources available in the community for treatment and continued care of their mental and 5. medical illnesses. Develops a discharge plan with the Inmate to assist the Inmate in continuing on medication and complying with medical 6. appointments. Communicates to appropriate agencies about the inmate's release date and follow up care that is needed. 7. Assists with scheduling Inmate appointments 8. Conducts mini mental - status examinations and makes referrals to 10, mental health team as necessary Provide support, education, and encouragement for the mentally ill and medically compromised inmates in the program 11. Communicate regularly with Director of Mental Health 12. Attend both on -site and community based meetings with DMH as scheduled. WIN 13, Develop professional relationships with the various community- -1- Packet Page -826- 7 6/25/2013 16.D.5. PRISON HEALTH SES ES Q-1 JOB DESCRIPTION: Reintegration Specialist, Days 3 year Grant Position 2011 -2014 based providers 14. Facilitate communication between client and providers in order to ensure smoother transition into the community 15, Attends Mandatory inservices /educational programs; completes the minimum number of continuing educational hours to maintain licensing /certification and meet standards. 18. Other duties as assigned to Include but not limited to: Must be able to lift 50 lbs., able to respond to an emergency within 4 minutes throughout the facility, have full range of motion without restriction, and must be physically able to perform CPR until EMS arrives. Employee Supervisor 0 Date; xS do -9- Packet Page -827- , �;P .v fs° 1 r H'0111 PULICYTROCEDURE Prison Health Services, Inc. 6/25/2013 16.D.5. RE Date of Original: October 1, 1994 Date of Revised. October 1, 2003 FACILITY NAME: Collier County Jail TITLE: Position Description - Director of Mental Health Services NUMBER: J -C.01* REFERENCE: NCCHC: J -C.01* i'olic : it is the policy of the facility to have qualified staff available to provide mental health services. A position description outlining qualifications, responsibilities and duties is developed for each position. Staff acknowledges awareness of job requirements by signing the application position description when accepting a position. Position Qualifications: Master's degree in psychology, social work or a related field from an accredited college or university. Minimum of two (2) years experience providing clinical services. State license issued by the Department of Health under Chapters 458,459,490 or 491, f,s. Experience in providing services within a correctional setting and /or substance abuse treatment program is preferred. A satisfactory background investigation is required by the Collier County Sheriff's Office (CCSO). A Florida Department of Law EnforLament (FDLE) fingerprint and background check and -other requirements are required by the Department of Children and Family (DCF) per Florida Statutes effective July 1, 2003. Responsibilities: 1. Responsible for providing clinical services to the inmates.of the facility meeting the standards of the National Commission on Correctional Health Care (NCCHC), and in accordance with policies and procedures of Prison Health Services, inc, (PHS). 2. Responsible for directing the supervisory staff of the Project Recovery Program to ensure the program meets standards for Licensure by the Florida Department of Children and Family Services (DCF) as a substance abuse Intervention Program. Responsible for directing the mental health services at the D.R.I.L.L. Academy and ensuring-a(5nipliance with all Department of Juvenile Justice standards. 3. Responsible for updating policies to meet requirements of pHs Policy Page 1 of 3 Mental Health Packet Page -828- 22 6/25/2013 16.D.5. Intervention Programs and Juvenile D.R.I.L.L. Academies. 4. Responsible for maintaining open communication with the administrative staff of the facility to ensure optimal delivery of mental health services and substance abuse intervention. 5. Responsible for interrelating and working effectively with the facility medical staff, administrative and security staff, and Prison Health Services, Inc. {PHS} administrative staff. 5. Responsible for complying with PHS employee code of conduct and regulations of the facility. 7. Responsible for maintaining confidentiality of inmate and. candidate information in accordance with the standards of each monitoring agency, State and Federal Law. 8. Responsible for informing the Health Service Administrator of clinical or employee concerns unable to be resolved with the assistance of on -site staff. Duties: -; 1. Provide direct clinical services to the inmates of the facility in a r_g timely manner. Referrals will be accepted from security staff, medical staff, inmates and other interested parties. Service will include: A. Evaluation for mental illness, psychological distress or risk of danger to self or others. B. Initiation of precautionary procedures when an inmate presents risk for danger to self or others. Frequent monitoring of these inmates to ensure treatment is offered in the least restrictive environment. C. Referral to the psychiatrist when indicated. D. Referral to inpatient psychiatric setting when indicated. 2. Document all interventions in the inmate's Mental Health File or PHS Policy Page 2 of 3 Mental Health Packet Page -829- C4111 6/25/2013 16.D.5. Medical record. ?- 3. Conduct training of Correctional Officers and Drill Instructors in areas related to mental health issues as requested. 4. Provide overall program direction ensuring compliance with program policies and procedures to include: A. Random auditing of documentation of program and inmate participation in compliance with (DCr) licensure standards. B. Participation in weekly client staffings, inservice trainings, Quality Assurance meetings and annual performance evaluations. C, Liaison with court related staff to facilitate awareness and appropriate inmate referrals for program evaluation and treatment, D. Implementation of Quality Assurance Program including the writing of policy and meeting an relevant topics. E. Review of monthly statistics of program activities and provision to facility administrative staff. 5. Monitor program material and supplies to ensure needed resources are available and utilized in a cost effective manner. 6. Request assistance from the Health Services Administrator when needed providing direct clinical services or in supervising the program. 7. Assist in the selection of staff for vacant positions in the program. PHS Policy Page 3 of 3 Mental Health Packet Page -830- C�( 6/25/2013 16.D.5. Class Code: 53100 Pay Grade: 20 COLLIER COUNTY, FLORIDA CLASSIFICATION SPECIFICATION CLASSIFICATION TITLE: GRANTS COORDINATOR PURPOSE OF CLASSIFICATION The purpose of this classification is to secure and administer grant programs within a division including the Housing and Urban Development (HUD) Community Development Block Grant (CDBG) programs and transportation related grant programs such as Metropolitan Planning Organization (MPO) grants, Federal Transit Authority grants, stormwater grants and Joint Participation grants. Provides technical and grant writing assistance as needed. Oversees implementation of grants, monitors grant activity timeliness and oversees preparation of regular progress updates and financial /statistical reporting. Ensures that all aspects of financial management, procurement of various contractors /consultants, scheduling of public hearings, record keeping for auditing purposes, preparing work plans for construction projects, and developing various reviews, executive summaries, resolutions, participating party agreements, and budget amendments are completed according to schedule. ESSENTIAL FUNCTIONS The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Develops and prepares all required reports needed for implementation of grant programs on the state and federal level, to include budget preparation, research, word processing, data entry, copying, mailing, and filing; attends neighborhood/ community meetings; conducts or attends interdepartmental meetings regarding identifying community needs, implementing activities, and identifying funding needs; prepares materials for Board of County Commissioners authorization, such as executive summaries, resolutions, participating party agreements, and budget amendments. Assists in the administration and implementation of each grant related activity; works with the Purchasing Department on requests for proposals for design/engineering and contractor; assists in the selection of contractors; holds pre- construction conference to review state and federal regulations; obtains wage decision and interviews workers on job site; certifies payrolls; approves invoices and submits for payment to contractor; amends work plans as necessary; works with participating parties; tracks expenditures Implements the County's purchasing procedures as they apply to grants; gathers formal and informal quotes; inputs data in computer for purchase requisition or purchase order; receives invoices and processes payments; files all materials; submits requests for finds using the grantor's payment system. Provides assistance, advice, support, and guidance to applicants and recipients of grants Assists in the preparation of the Consolidated Plan, an extensive document detailing the needs of the community and projects intended to provide relief to low income persons or provide economic development; prepares annual Action PIan; prepares detailed maps of census data for each project area, as well as gathers and compiles data. Researches and gathers population estimates, demographic data, traffic data, wage rates, affordable housing units, etc.; tracks trends and analyzes data used in planning. Page 1 Packet Page -831 - Last Revised: November 2005 10-1x 6/25/2013 16.D.5. Collier County, Florida -Grants Coordinator 53100 Reads professional journals, federal regulations, notices of funding, correspondence, and other documentation to stay abreast of industry standards and trends. Represents the County on coalitions and on steering and planning committees; attends meetings and workshops to maintain currency with latest regulations. Coordinates activities with the cities of Naples and Marco Island due to participating party agreements; ensures all necessary supporting documents are filed at the County office for grantor monitoring and auditing purposes. Operates a computer, printer, calculator, copier, facsimile machine, scanner, telephone, postage machine, automobile, or other equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, or other system software. ADDITIONAL FUNCTIONS Answers phones; makes copies; handles all aspects of purchasing for grants programs; answers citizen requests for information; mails requested information. Makes travel arrangements; prepares travel forms for reimbursement of expenses. Performs other related duties as required. In the event of a declared state of emergency, employees in this classification may be called to work during days or hours other than those for which they are regularly scheduled. MINIMUM QUALIFICATIONS Bachelor's degree in Business Administration, Public Administration, Construction, Finance, Economics, or closely related field; two years of experience working with grant agencies, community organizations and low income neighborhoods and/or implementing federal and state grant programs subject to numerous regulations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Must possess and maintain a valid Florida Driver's License with any applicable endorsements and maintain eligibility requirements and endorsement(s) to drive a County vehicle as provided in CMA 5805, Fingerprinting required. PERFORMANCE APTITUDES Data Utilization: Requires the ability to evaluate, audit, deduce, and /or assess data using established criteria. Includes exercising discretion in determining actual or probable consequences and in referencing such evaluation to identify and select alternatives. Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and /or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, advisory and /or design data and information. Page 2 Last Revised: November 2005 Packet Page -832 - 6/25/2013 16.D.5. Collier County, Florida -Grants Coordinator 53100 Mathematical Aptitude: Requires the ability to performs addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes, weights, and measures. Functional Reasoning: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives. Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable, Leadership: Customer Service: Financial Accountability: ADA COMPLIANCE Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and /or pulling of objects and materials of light weight (5 -10 pounds). Tasks may involve extended periods of time at a keyboard or work station. Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Performance of essential functions may require exposure to adverse environmental conditions, such as temperature extremes or traffic hazards. Collier County is an Equal Opportunity Employer. In compliance with the Americans inith Disabilities Act, the County will provide reasonable accommodations to qualified individuals with disabilities crud encourages both prospective and current employees to discuss potential accommodations with the employer. Page 3 Last Revised: November 2005 Packet Page -833- �� 6/25/2013 16.D.5. Class Code: 53111 Pay Grade: 15 COLLIER COUNTY, FLORIDA CLASSIFICATION SPECIFICATION CLASSIFICATION TITLE: GRANTS SUPPORT SPECIALIST PURPOSE OF CLASSIFICATION Provides project administrative support for the operation of grant programs within an assigned department /division in the County. Prepares various state and federal government mandated reports. Maintains files for grants programs including requests for payments. ESSENTIAL FUNCTIONS The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Maintains files for grants programs including recipient information, bid process information and request for payments. .Ensures that programs remain in compliance by preparing state and federal mandated reports including research & compilation of data/information, data entry, copying, mailing & filing. May administer grant program specific to the department/division. Establishes and maintains data in applicable financial and reporting systems. Inputs data from subrecipients, vendors, fiscal staff, other department employees and grant agencies into the systems and translates to an internal schedule of expenditures for tracking /monitoring by fiscal personnel Provides assistance and advice to subrecipients /vendors on their specific projects regarding invoicing, documentation of form preparation and contract/grant compliance. Ensures that subrecipients /vendors have the necessary information to comply with various regulations. Reads and ensures compliance monitoring with Federal, state and local laws and regulations regarding specific grants program requirements. Attends various training sessions presented by state and federal agencies to maintain skills. Attends and participates in workshops, trainings, fairs, community meetings and public hearings as requested. Prepares assigned portions of subrecipient/vendor technical training such as invoicing, documentation of form preparation, contract compliance and compliance requirements. Establishes and maintains automated and manual records and files. Completes time sheets/records for payroll purposes and /or for billable hours. Page 1 Packet Page -834- Last Revised: August, 2004 6/25/2013 16.D.5. Collier County, Florida • Grants Support Specialist Code: 53111 -1—%. Provides assistance and information to internal and external callers and visitors regarding the department, its programs and services and the administrative support functions. Ensures that all program complaints are referred to the appropriate staff member or agency. Refers callers/visitors to appropriate staff as needed. Performs special projects as assigned. May make travel arrangements, prepare per diem requests and /or prepare out of county travel forms. Operates a personal computer, telephones, copiers and other general office equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, or other system software. ADDITIONAL FUNCTIONS Performs other related duties as required. In the event of a declared state of emergency, employees in this classification may be called to work during days or hours other than those for which they are regularly scheduled. MINIMUM QUALIFICATIONS Associate degree with coursework in business administration, public administration, finance, or closely related field; supplemented by 1 -2 years working in community organizations and/or in the implementation of state and federal grant programs; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Fingerprinting required. PERFORMANCE APTITUDES Data Utilization: Requires the ability to review, classify, categorize, prioritize, and/or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships. Human Interaction: Requires the ability to provide guidance, assistance, and/or interpretation to others regarding the application of procedures and standards to specific situations. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and /or control the actions of equipment, machinery, tools, and /or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and /or advisory data and information. Mathematical A titude: Requires the ability to perform addition, subtraction, multiplication, and division; the ability to calculate decimals and percentages; the ability to utilize principles of fractions; and the ability to interpret graphs. Functional Reasoning: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives. Page 2 least Revised: August, 2004 Packet Page -835 - 6/25/2013 16.D.5. 1101 Collier County, Florida • Crants Support Specialist Code: 53111 Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving evaluation of information against measurable or verifiable criteria. Leadership; Customer Service: Financial Accountability: ADA COMPLIANCE Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5 -10 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions. Collier County is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the County will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Page 3 Last Revised: August, 2004 Packet Page - 836 - °a- 6/25/2013 16.D.5. Class Code: 5311S Pay Grade: 22 COLLIER COUNTY, FLORIDA CLASSIFICATION SPECIFICATION CLASSIFICATION TITLE: MANAGER - FEDERAL /STATE GRANTS OPERATIONS PURPOSE OF CLASSIFICATION The purpose of this classification is to create and develop various operational strategies, plans and policies required to effectively manage, direct and implement the federal and state grant programs including: Community Development Block Grant (CDBG), HOME Investment Partnerships Program (HOME), Emergency Shelter Grant (ESG), Fair Housing Program, State Housing Initiatives Program (SHIP), Small Cities Grant (SCG), and the federal and state competitive Continuum of Care (CoC) grants for the County. Manages the operations of these programs in order to provide permanent and transitional housing development, housing rehabilitation, acquisition, home ownership, tenant based rental assistance, neighborhood revitalization, energy conservation, infrastructure improvements, homelessness, community improvement plans, fair housing issues, economic development and public services included but not limited to youth programs and job training. Functions as a technical resource to a variety of federal /state grant programs monitors compliance with the federal /state rules and regulations. Implements Five -Year Consolidated Plan, Annual Action Plans and amendments to the Consolidated Plans; develops, oversees and implements policies and procedures for all programs' operations and internal fiscal tracking systems including budgeting, single -audit requirements and the Integrated Disbursement Information System (IDIS) federal tracking system; and provides technical assistance to senior management, other County departments, housing developers, a variety of social service agencies, organization executive directors, staff project coordinators, city officials and the general public. Interfaces with various federal /state agencies and national organizations such as the U.S. Department of Housing and Urban Development (HUD), U.S. Department of Agriculture (USDA), U.S. Department of Energy (DOE), Environmental Protection Agency (EPA), Florida Housing Coalition (FHC), State of Florida Department of Community Affairs (DCA), National Association of County Community and Economic Development (NACEED), National Association of Counties (NACO), National Association of Housing and Redevelopment Officials (NAHRO) etc., on various plans, programs and issues. ESSENTIAL FUNCTIONS The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Supervises, directs, trains, mentors and evaluates assigned staff; addresses employee concerns and problems; directs work, assigns tasks, counsels, disciplines, and completes KRAs and performance appraisals. Recruits and selects staff. Monitors workflow; develops and implements policies and procedures; reviews and evaluates work products, methods and procedures. Assists in the preparation of Collier County's Five -Year Consolidated Plan necessary to receive CDBG, HOME, ESG funds, including the Annual Action Plan. Reviews information to ensure that it is accurate and clearly delineates the proposed activities /projects. Presents plans to the Board of County Commissioners, division administrator, senior management, general public, media and social groups. Page 1 Last Revised: June, 2004 Packet Page -837- 6/25/2013 16.D.5. �\ Collier County, Florida • Manager — Federal/State Grants Operations Code: 53118 Ensures that the County is in compliance with all Federal, state and local laws, regulations and guidelines regarding CDBG, HOME, ESG, SHIP, SCG and CoC programs. Interprets laws, regulations and guidelines as they pertain to these programs. Develops and implements internal operating procedures and policies. Implements and oversees CDBG, HOME, ESG, SHIP, SCG and CoC operations to ensure that activities comply with federal and state regulations including the County's subrecipient agreements with social service agencies, participating agencies, county departments and private developers. Develops eligible and achievable projects to be incorporated in Consolidated Plan through information obtained by a needs assessment, analysis, planning studies and public input in compliance with local, state and federal rules, regulations and statues, Administers and implements the operational components of programs identified in the Collier County's Consolidated Plan — both Five -Year Plan and One -Year Action Plan. Review and amend the Consolidated Plan as necessary. Develops and administers the fund operational budgets. Forecasts the funds needed for staffing, programs, equipment, and special projects. Monitors and approves expenditures. Interacts with HUD officials on all programmatic matters regarding the implementation of federal programs. Communicates issues to assigned regional HUD representative and Washington, DC officials (i.e. Lead Based Paint, Uniform Relocation Act (URA), Fair Housing, Americans with Disabilities Act, Migrant Farm Workers, homelessness, transitional housing, rental housing and /or subsidies, affordable housing, down - payment assistance, home ownership counseling, community improvement plans, needs assessments, performance and out come measurements, infrastructure, public facilities and economic development). As "Lead Agency" of the annual CoC grant application submissions to HUD and the state of Florida on behalf of Collier County Hunger and Homeless Coalition, serves as manager for service delivery and operations through various social service organizations by monitoring and auditing of programs. Reviews and approves requested funding disbursements from staff. Interfaces with HUD's Integrated Data Information System (IRIS) to review cash management activities. Compiles and reviews data from subrecipient monthly reports for IDIS and transmits to the internal schedule of expenditures for tracking by fiscal representative. Reviews reports and compares to schedule of activity to monitor progress and identify potential delays. Communicates with the County's Budget and Finance Departments on various budget and expenditure matters and issues. Oversees and reviews the preparation and submission of required reports (Quarterly Cash Reports, Quarterly Labor Reports, Section 3 Reports, Fair Housing Analysis of Impediments document, various IDIS reports to be included in the Consolidated Annual performance and Evaluation Report (CAPER), Environmental Reports and Minority Business Enterprise Reports) to HUD. Provides effective and efficient technical assistance, support and guidance to applicants and subrecipients regarding grant administration, operations and implementation, Ensures that the necessary information to comply with various regulations is disbursed. Prioritizes actions and ensures that projects move forward to comply with HUD timelines. Develops, maintains and monitors operating procedures for all grant programs and revises as necessary. Represents the County and programs by making presentations to local civic associations, social groups, special interest groups, media, peer groups and general public. Acts as liaison to assigned partnerships. Cultivates the development of public — private partnerships to leverage public funding with private funding. Page 2 Last Revised: June, 2004 Packet Page -838- 6/25/2013 16.D.5. Collier County, Florida • Manager — Federal/State Grants Operations Code: 53118 Makes program presentations to the Board of County Commissioners, division administrator, senior management, county attorney and other county departments. Prepares, develops, and evaluates highly technical studies related to CDBG, HOME, ESG, Fair Housing, SHIP and SCG programs. Coordinates and provides technical assistance to social service and not for profit agencies to build organizational capacity to plan effectively for their community development activities. .Establishes procedural systems that depict the deliverables required from the community liaison that are designed to facilitate interaction and solicit participation at the grass roots level of targeted neighborhood development. Processes feedback from community liaison regarding neighborhood concerns and issues for development of community improvement plans. Supervises the community liaison(s) to ensure continual representation of communities in program development /administration/process. Drafts and proposes ordinances, resolutions, amendments, reports, programs, subrecipient agreements, participating parties agreements, and executive summaries for approval by the Board of County Commissioners. Oversees and coordinates the work of sub recipients; monitors scope of work, reviews cost estimates and audits and approves invoices submitted by sub recipients for compliance with scope of work. Develops and manages various timelines for the mandated tasks. Provides oversight to ensure the quality of accomplishments. Interprets and complies with federal, state and local laws and regulations regarding programs. Resolves the findings federal and state audits. Creates documents or systems to ensure compliance. Reviews and evaluates CDBG, HOME, ESG and SHIP applications to determine eligibility and Consolidated Plan compliance. Negotiates and designs documents such as participating parties agreements and sub - recipient contracts with municipalities, non - profit agencies and private organizations. Drafts and amends subrecipient agreements for projects as necessary. Attends various technical trainings provided by federal and state departments on the administration of CDBG, HOME, ESG, Fair Housing, SHIP and CoC programs in order to maintain skills and stay current with changing requirements. Schedules and conducts public hearings regarding CDBG, HOME, ESG programs. Conducts subrecipient technical training workshops pertaining to application process, eligible activities, procurement, labor laws and regulations, environmental requirements, monitoring, financial records, etc. Organizes and participates in Fair Housing activities including raising the awareness to inform citizens of their rights under the law including neighborhood meetings and communication with HUD, Collier County Housing Authority, landlords, financial institutions and media. Implements and administers the Down Payment Assistance Program which contains very specific federal components with complex operational and administrative requirements. Compares program financial spreadsheets with County's CAFR system and HUD's IDIS to ensure that revenues and expenditures are correct. Page 3 Last Revised: June, 2004 �] Packet Page -839- C:� 6/25/2013 16.D.5. A#0*N Collier County, Florida • Manager— Federal/State Grants Operations Code: 53118 Reviews project status for timeliness and compliance with federal and state funding sources and sub - recipient agreements. Develops and implements the Single Family Rehabilitation Program. Ensures that all required federal and state regulatory items are incorporated into the funding integration to maximize housing quality impact. Develops policies and operational components - outreach, intake, contractor qualification, bidding and contract award procedures, payment processing, work monitoring and final inspections - in accordance with federal regulatory requirements such as energy conservation code, lead based paint procedure and materials standards specifications. Advises Citizen Advisory Task Force Committee concerning CBDG, HOME and ESG programs, procedures and regulatory requirements. Serves as the liaison for the County with U.S. Department of Housing and Urban Development and with the State of Florida Office on Homelessness including participating on various local and national committees. Researches various grants to leverage CDBG, HOME, ESG, CoC, SHIP and private funding programs /activities. Creates and coordinates special projects and activities related to federal and state programs. Ensures citizen participation in the development, implementation and evaluation of federal and state programs. Serves on various community committees. Provides assistance, advice, support, and guidance to applicants and recipients of CDBG, HOME, ESG, CoC, SCG and SHIP grants. �0­` Reads professional journals, federal regulations, notices of funding, correspondence, and other documentation to stay abreast of industry standards and trends. Communicates with the cities of Naples and Marco Island due to participating party agreements. Operates a computer, printer, calculator, copier, facsimile machine, scanner, telephone, postage machine, automobile, or other equipment as necessary to complete essential functions, to include the use of word processing, spreadsheet, database, or other system software. ADDITIONAL FUNCTIONS Answers phones; makes copies; handles all aspects of purchasing; answers citizen requests for affordable housing information; mails requested information. Makes travel arrangements; prepares travel forms for reimbursement of expenses. Performs other related duties as required. In the event of a declared state of emergency, employees in this classification may be called to work during days or hours other than those for which they are regularly scheduled. Page 4 Last Revised: June, 2004 Packet Page -840 - 6/25/2013 16.D.5. Collier County, Florida • Manager — Federal/State Grants Operations Code: 53118 MINIMUM QUALIFICATIONS Bachelor's degree in Business Administration, Public Administration, Urban planning or closely related field; three years of experience working with community organizations, low income neighborhoods, and /or implementation of CDBG, HOME, ESG, SCG, SHIP and CoC programs and/or other federal programs and regulations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Must possess and maintain a valid Florida Driver's License with any applicable endorsements and maintain eligibility requirements and endorsement(s) to drive a County vehicle as provided in CMA 5805. Demonstrated ability to effectively supervise and motivate assigned staff members. Fingerprinting required. PERFORMANCE APTITUDES Data Utilization: Requires the ability to evaluate, audit, deduce, and /or assess data using established criteria. Includes exercising discretion in determining actual or probable consequences and in referencing such evaluation to identify and select alternatives. Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and /or control the actions of equipment, machinery, tools, and /or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, advisory and /or design data and information. Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes, weights, and measures. Functional Reasoning: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule fora; and to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives. Situational Reasonin:z: Requires the ability to exercise judgment, decisiveness and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable. Leadership: Requires ability to provide support and guidance to assigned staff and social service providers to build organization capacity. Customer Service: Requires ability to assist various social service agencies by providing on -going technical assistance and guidance to utilize fill extent of CDBG program. Financial Accountability: Requires ability to perform various financial functions including budget forecasting, Request for Proposals, draw down of CDBG funds via HUD's IDIS and Single -Audit requirements. ADA COMPLIANCE Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and /or pulling of objects and materials of light weight (5 -10 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Page 5 Last Revised: June, 2004 Packet Page -841- 6/25/2013 16.D.5. Collier County, Florida • Manager — Federal/State Grants Operations Code: 53118 Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Performance of essential functions may require exposure to adverse environmental conditions, such as temperature extremes or traffic hazards. Collier County is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the County will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Page 6 Last Revised: June, 2004 Packet Page -842- M-0— Krisd L. Sonntag 8541 Southwind Bay Circle Fort Myers, Florida 33908 239 - 433 -5857 (Home) 239 -691 -4392 (Cell) OBJECTIVE: To obtain a position where I can use my management skills and my purchasing/contract experience. EDUCATION: Edinboro University Edinboro, Pa. Clinical Psychology Program MA Candidate University of South Florida Tampa, Florida BA Psychology Villa Maria Academy Erie, Pa. 6!25/2013 16.D.5. EXPERIENCE: Collier County Government Naples, Florida 2012- Present Federal /State Grant Manager • Responsible for 35 million in grants funds per year • Responsible for the oversight of grant operations • Liaison with federal, state and local government • Review and oversight of contractual documents to ensure compliance with grantor requirement • Prepare items and conduct presentations for local county commissioners • Responsible for timely and accurate payment and all federal draw downs • Supervision and personnel related activities for twelve staff members (professional /paraprofessional) State of Florida, Department of Children and Families Ft. Myers, Florida 2003 -2011 Senior Management Analy • Responsible for the district contract operations for five counties totaling over 67 million per year • Responsible for the oversight of Fixed Capital Outlay projects, grants, legal contracts and social service contracts • Responsible for the procurement of all contractual services • Developed processes to ensure effective customer relations • Responsible for the purchasing system • Responsible for selection of employees and performance evaluations: ensure employee well - being, satisfaction and motivation • Developed new contract manager training curriculum for new purchasing/contract staff and management personnel • Developed data analysis tracking mechanisms in an effort to assist the department in the making critical provider selections • Develop healthcare contracts for disabled and elderly adults • Liaison to Agency for HealthCare Administration • Liaison with community agencies to enhance service continuum for foster care, adoptions, child abuse prevention • Public information officer ( 8 months) • Facilitate community forums • Conduct various community presentations Packet Page -843- 6/25/2013 16.D.5. 2000 -2003 Human Services Program Director • Responsible for contract operations: development and review • Responsible for the coordination of contract oversight operations • Responsible for the compilation of data and reports as a result of provider agency reviews • Responsible for the development of "team meetings" a provider driven process for gaining knowledge and sharing knowledge related to contracted performance and utilization • Responsible for the children's mental health and substance abuse service delivery system for seven counties • Management of healthcare, homeless and child protection contracts • Responsible for identifying the needs and opportunities in the children's mental health system • Participant in community boards related to child welfare and mental health and substance abuse related issues . 1998 -2000 Senior Human Services Program Specialist • Responsible for the development of substance abuse and metal health state contracts totaling 15 million annually • Liaison with substance abuse and mental health and child welfare and Medicaid systems • Responsible for reviewing, approving provider invoices for payment • Ensure contracted provider compliance with contract terms and conditions • Ensure contracted providers complied with necessary corrective action • Establishment of contract and agency legal, ethical and regulatory requirements • Responsible for allocation of children's mental health and substance abuse funding • Member of the Children's Medical Services Multi Handicap Assessment Team • Member of various community boards(local government, child welfare, substance abuse and mental health) 1995 -1998 Human Services Program Specialist • Responsible for children's mental health services for seven counties • Responsible for facilitation of children's case review committee • Responsible for securing residential placements for special needs children • Responsible for the programmatic monitoring review of contracted mental health and substance abuse agencies • Responsible for training district case managers to comply with Medicaid standards • implementation of new Medicaid behavioral healthcare programs • Responsible for the development of provider monitoring reports Human Services Foundation Ft Myers, Fla. 1994 -1995 Children's Case Management Supervisor • Responsible for supervision of case management staff • Liaison with Health and Rehabilitative Services • Review staff files to ensure compliance with Medicaid and HRS regulations • Liaison with local social service agencies to coordinate services Packet Page -844- l3� 6/25/2013 16.D.5. Lee Menial Health Center Ft. Myers, Fla. 1993 -1994 Residential Services Supervisor • Responsible for a twenty bed residential facility for mentally ill adults • Responsible for the development and implementation of residents individualized treatment plan • Responsible for the daily operations of facility, facility management, fleet maintenance 1992 -1993 Adult Case Manager • Responsible for a caseload of forty (40) chronically mentally ill adults • Responsible for the development of housing, and employment opportunities • Locate and coordinate services to meet individuals needs Dr. Gertrude A. Barber Center Erie, Pa. 1990 -1992 Emplovment Specialist • Responsible for the development of employment opportunities for persons with disabilities • Responsible for teaching job training skills to persons with disabilities • Responsible for creating a work environment for persons served that allowed for high performance, acceptance and reward • Responsible for securing employers and ensuring customer satisfaction to allow for future opportunities for potential job candidates Perseus House, Inc. Erie, Pa. 1988 -1990 Assistant Supervisor 10-11� • Responsible for facility operations of twelve bed juvenile child welfare facility • Responsible for developing individualized treatment plans for residents • Responsible for facility and fleet maintenance • Responsible for annual operating budget SKILLS: • Computer proficient (Email, Excel, Microsoft Word & Works, Power Point) • Public speaking • Able to operate office equipment !CERTIFICATIONS: • Florida State University Certified Public Manager 2008 • Florida Sterling Examiner • Florida Certified Trainer • Project Management Professional Candidate • Children's Case Management • Adult Case Management REFERENCES: Furnished Upon Request Packet Page -845- 6/25/2013 16.D.5. Geoffrey Magon 9410 Marino Circle Apt 304 Naples, FL Phone: 217.714.1400 Email: geoffreymagon@colliergov.net Economic Development, Finance, Housing, and Grant Management. Economic Development Manager, Illinois `Eke" Disaster Recovery Project. For the State of Illinois I manage Economic Development applications and CDM Smith Inc. grants for the State. I am required to research the applicable economic data Springfield, IL and thus project expected growth of a prospective grantee or business. Examples include researching industry specific economic data per the applicable NAICS codes and other information provided by the Bureau of Labor Statistics to compare data projected by a specific business to determine its comparable strengths or weakness in the market. I also have used data, such as the RIMS II multipliers, provided by the BEA to forecast job growth in relation to federal dollars spent by our development projects. Using a more micro approach, I also analyze businesses based on their financial statements and use the data to analyze ratios that speak towards the Packet Page -846- I provide project support and administration on disaster recovery projects Education specializing in Finance, Economic Development, and Quality Control B.A. - Socio- Economics, analysis. Typical projects employ sophisticated analysis of loan applications, Minor - International underwriting information, economic financial data, industry data and trends, Studies grant management, and business analysis. Project experience includes University of Illinois, 2010 quality control and analysis of project documents and information, local administration of Housing and Development Database Software used to track project and financial data, review of underwriting procedures, verification of Business Assistance and Public Infrastructure application data, project reporting details, and economic development projects totaling more Training than $13 million in disaster grant funds. CDBG Economic Development Grant Coordinator, CoIIier County, Naples, FL. For Collier County I Economic Analysis of administer multiple Federal and State Grant Programs. I currently work on Businesses & Industries the Neighborhood Stabilization Program (NSP), a Department of HUD Underwriting Guidelines federal grant program designed to address and mitigate the financial crisis of 2007 and the subsequent housing market collapse. I work with contractors CDBG Principles and developers to administer projects designed to acquire and rehabilitate Labor Compliance abandoned, foreclosed, and blighted properties within Collier County. In Environmental Compliance addition I also administer a State of Florida Criminal justice, Mental Health, Procurement Policy and Substance Abuse Program, which is designed to work with individuals who have mental health issues or substance abuse issues who are at risk or OMB Cost Principles & Administration Rules have already entered into the criminal justice system. This program is designed to assist those individuals as well as police officers who may encounter these individuals to handle these complex situations. I also administer a Department of justice Adult Drug Court Discretionary Grant Program which is designed to assist individuals with history of substance abuse. This program works with these individuals and with the courts to develop treatment plans to assist with recovery. Economic Development Manager, Illinois `Eke" Disaster Recovery Project. For the State of Illinois I manage Economic Development applications and CDM Smith Inc. grants for the State. I am required to research the applicable economic data Springfield, IL and thus project expected growth of a prospective grantee or business. Examples include researching industry specific economic data per the applicable NAICS codes and other information provided by the Bureau of Labor Statistics to compare data projected by a specific business to determine its comparable strengths or weakness in the market. I also have used data, such as the RIMS II multipliers, provided by the BEA to forecast job growth in relation to federal dollars spent by our development projects. Using a more micro approach, I also analyze businesses based on their financial statements and use the data to analyze ratios that speak towards the Packet Page -846- 6/25/2013 16.D.5. Geoffrey Magon businesses' projected profitability, financial solvency, and efficiency. Routinely I analyze the cost of goods sold, operating profit, current and quick ratios, asset days turnover, accounts receivable/ payable and inventory days. Using these various calculations from financial statements, I draw up loan terms for the business to meet their specific needs. I also provide technical assistance to assisted businesses and grantee's in the form of onsite training for financial management, procurement, acquisition, and contract negotiation methods. I have taken on this role of Economic Development Manager by working to administer the management of a federally funded micro - lending project as part of our Business Assistance Program (BAP). The BAP is tasked with providing micro -loans to business in order to foster the economic development of small business throughout the State of Illinois. The total amount of the lending program exceeds $2 million in allocated funds scheduled to be disbursed. As a result of the continued success of this program, another $1.5 million has been allocated to the project, with a total final allocation of $3.5 million. I also manage multiple projects for the State's Economic Development Disaster Program, which totals more than $9.5 million in federal grant funds. One Such project totaling $45 million, located in the Chicagoland area, is designed to boost the economic development of the local community and fulfill the vital needs of the local service area by providing access to retail and the creation of job opportunities. In my expertise I have been able, as part of the Economic Development Program, to advise my grantees as to the applicable State and Federal Statutes in order to maintain compliance as dictated by HUD throughout the 24CFR570 regulations and Section 105 of the HCDA of 1974. Other economic development projects that I manage address the tailored needs of large businesses throughout the State of Illinois. Examples of range from infrastructure support to businesses that will allow for the creation of jobs thus reducing the unemployment rate. Others address financing gaps in which otherwise a business would be unable to expand and create jobs. Financial Analyst, Illinois "Ike" Disaster Recovery Project. I have administered the HDS database for the "Ike" Disaster Recovery Project, which tracks the financial details for each of the program areas and tracks the reporting data used for the quarterly DRGR reports. I pull the information tracked within HDS to create financial reports both for DRGR as well as reports for internal quality control. In this position I also assisted the Economic Development team with financial review, loan and grant applications in accordance with the appropriate regulations, guidelines, and procedures as they relate to CDBG Economic Development. In this role I also worked with the Program Manager to analyze the economic data of specific businesses and industries in the selection and development of grants designed to encourage development and spur job growth. Packet Page -847- 6/25/2013 16.D.5. Pamela J Baker, EdD i'*N Pamela J Baker, EdD 8631 Lakefront Court Punta Gorda, Florida 33950 239 -671 -86461 pamelab76 @gmail.com Core Competencies Non Protlt Administration ➢Grant Writing ➢Strategic. Planning YCompetitive Procurement. pCommrintty Coalitions D State and Local Govemmenf Operationsi= ducafion and „Training �E.vidence= Based. radices �Nafional 1ccCedifation Prinject:IVlanagement. Program Eualuat►on Professional Experience out Haven, inc,` .`: ... Grants and Compliance Specialist • Ensure agency compliance with federal and state regulations, accreditation and grants. • Obtain grant funding for local programs serving vulnerable children and youth. Pamela J::Baker'Consulting .. ::,.:2008-present Sole Proprietor • Perform grant proposal planning and writing tasks on behalf of non - profits and government entities. • Provide qualified independent evaluations for Federal and State - funded grants. • Resource Associates, Inc. Grant consultant/writer for national grant writing company. • Provide Grant and Contract Administration for NAMI of Collier County. David Law: rence :denteri'Inc:Naples,Florida 2009 =2072 Program Development & Grants Director • Obtained over $3.5 million in new grant funding during fiscal year 2010/2011. • Provide clinical consultation to the Center's departments including outpatient counseling, acute care facilities, residential treatment, community services, and court- related programs. • Direct the Center's program development and implement effective evidence -based practices. • Conduct program evaluations for several grant - funded projects. • Collaborate with community stakeholders to meet a broad range of community needs. C#larlotte�ount�r�3�arti �f�ounty�or�misstpners, Charloti��c�.u�l�►�L_ - -- = __.. _ .._ .;._. __ �006�D09_ Grant Management Analyst • Directed the grant process for the local non - profit agencies receiving funding from the Charlotte County Board of County Commissioners for a variety of social service programs. • Researched, applied for, and received state and federal grants on behalf of the County, including drug court, criminal justice diversion, and older adult mental health. • Provided technical assistance to non - profit agencies on program implementation, outcome measures, best practices, and fiscal management. state of Florida, Department of children and Families `(DCF), fort Myers, FL" 9 998 -2006 (Promoted to positions of increasing responsibility) District Program Administrator Mental Health & Substance Abuse • Responsible for oversight of all publicly funded behavioral health services for five counties. • Directed all planning, budget, quality improvement and technical assistance activities for over $36 million annual funding and 30 contracted agencies. • Successfully managed the $36 million budget within 1% of expected utilization each year. • Supervised six sub divisions, including budget, adult and child programs, licensing, contract management, and crisis counseling. Responsible for up to sixty full and part -time staff. • Conducted all contract negotiations and the writing and evaluation of competitive procurements. Final signature authority for all SAMH grants /contracts and personnel actions. • Responsible for district program planning and budget management for closure of a 350 bed state mental hospital in 2002. Packet Page - 848 - 1p 6/25/2013 16.D.5. Pamela J Baker, Edl) • Administered FEMA and SAMSHA Federal grant programs, Project Hope and Project Recovery, for post - hurricane crisis counseling. Directly supervised all FEMA managers and counseling staff. Program Director Dialectical Behavior Therapy, G. Pierce Wood Memorial Hospital Provided administrative and clinical oversight to highly specialized program treating adults with severe psychiatric disorders in a state mental hospital. Developed and led comprehensive staff training on remediation of dangerous, high -risk behaviors in residents. Operations & Management Consultant, Developmental Disabilities, DCF District 8 Program Office Developed and implemented education and training programs for developmental disabilities nonprofit agencies in a seven county district of the state. Lead trainer for Supported Housing and Personal Outcome Measures programs. Sunshine Behavioral Healthcare /Daylight, Inc, Fort Myers, FL 1997 -1998 Community Health Educator. Psychiatric Partial Hospitalization Program Designed and implemented educational programs and marketing strategies in a for- profit program treating adults with severe psychiatric disorders and chemical dependencies. Acted as lead for all staff recruitment, including M.D.'s and other licensed healthcare professionals. Lee Mental Health Center /Ruth Cooper Center, Fort Myers, FIL 1991 -1997 DirectorAdult Resource Coordination (Case Management). Supervised a multidisciplinary treatment team assisting mentally ill adults with employment, housing, social and treatment needs. Completed assessments, coordinated treatment plans, provided community based recovery supports for adults with severe psychiatric disorders. Education Doctor of Education (EdD) in Counseling Psychology, Argosy University, Sarasota, 2011 Dissertation Topic: Perspectives on Health Integration for People with Serious Mental Illnesses. Master of Arts (MA) in Counselor Education. University of South Florida. Bachelor of Arts (BA) in Psychology. Central Michigan University. Certification and Community Leadership • National Alliance on Mental Illnesses (NAMI) Florida. Board of Directors /Policy Co- Chair, 2010 -2012 • Collier Criminal Justice, Mental Health & Substance Abuse Planning Council, 2010 -2012 • Local Advocacy Council for Mental Health, Area 15. Gubernatorial Appointee, 2008 -2010. • Southwest Florida Foster Care Council. Board of Directors, 2008 -2011. • Charlotte Community Foundation Leadership Advisory Council, 2007 -2009. • Charlotte County Criminal Justice & Behavioral Health Care Advisory Committee Chair, 2007 -2009. • Medicaid Behavioral Health Statewide Advisory Committee, 2005 -2006. • Managing Entities for Behavioral Health Statewide Advisory Committee, 2005- 2006. • Field Traumatology Certificate. International Traumatology Institute, 2002. • Dialectical Behavior Therapy. Intensive Certification, Behavior Technology Transfer Group, 2001. • Florida Certified Associate Behavior Analyst (CABA), 2001. 2 Packet Page -849 - 1801 Brantley Rd Apt. 1209 Fort Myers, FL 33907 ASHLEY SWAN EXPERIENCE 6/25/2013 16.D.5. (239)645 -3172 Ansxvan87@gmad.com 9/2011 — present David Lawrence Center Naples, FL Forensic Case Manager I assist and manage cases of clients who suffer from a mental illness and who have a history with the legal system. I assist my clients by helping thetas reintegrate back into society and assist them in becoming a full functioning adult in the community. 8/2010-9/2011 Securitas Fort Myers, FL Securidy Ojffccr I worked at Pelican Landing in Estero, FL at the various gate houses. I logged in guests and maintained security for the community. 10/2007 - 8/2010 Best Buy Estero, FL Merchandising Specialist I worked in several departments at Best Buy. I worked in the Merchandising department, the asset Protection department and the Inventor}, department. Merchandising consisted of organizing products, new releases and updating signs. Asset Protection consisted of security and preventing theft. Inventory consisted of receiving products and making sure theft is avoided in paperwork. EDUCATION 2015 (Anticipated) Florida Gulf Coast University Fort Myers, FL • Master's Clinical IMental Health Counseling 2010 Florida Gulf Coast University Fort Myers, FI, • Bachelor's Criminal Forensic Studies 3.39 2010 Florida Gulf Coast University Fort Myers, FL • Bachelor's Criminal Justice Studies 3.39 2007 Edison College Fort Myers , FL • Associate's General Studies SKILLS Highly motivated, compassionate, detailed- oriented and a dedicated professional. Show exemplary case management skills and keen expertise in diagnosis and mental health disorders. Enjoy challenges with proven ability to multitask in a fiercely competitive and fast -paced environment. Proficient in Microsoft Word, Outlook, Excel and Powerpoint, CERTIFICATIONS I have received a certificate in Forensic Interviewing and Interrogation and in the Dobbert Model of Advance Sexual Predator Analysis. I recently became certified in Targeted Case iNIanagement and have been trained in SANIHS A's SSI /SSDI Access, Outreach and Recovery "Tool Assistance. Packet Page -850- �fY' 6/25/2013 16.D.5. Helen Kathryn Burrows EDUCATION: 2000 -2002 National Louis University -B.A. in Applied Behavioral Sciences 1998 -2001 Edison State College- Studied Prerequisites CERTIFICATION- 2012 Moral Reconation Therapy EXPERIENCE: 6/10- Present Clinical Supervisor of Forensic Services, David Lawrence Center, Naples, FL • Supervises daily operations of 4 programs • Monitors case loads and submission of monthly reports • Serves as DLC liaison to community for all Forensic programs • Responsible for Human Resources tasks • Provides clinical supervision through individual and group supervision and peer reviews • Provides direct service In court proceedings and inter- agency case staffings • Performs additional direct service duties as needed to meet program's needs 7/07 -6/10 Mental Health Court Coordinator, David Lawrence Center, Naples, FL • Implemented and integrated new program to assist SPMI population that were involved legal system • Conducted screenings to determine clinical appropriateness • Developed individualized Intervention Plan, refer to appropriate treatment services, linked with community resources and report progress to the court • Served as a liaison with court system • Administered urine screens 11/06 -07/07 Family Intervention Case Manager, Human Services Associates, Sanford, FL • Responsible for receiving referrals from agencies regarding substance abuse within the family unit • Complete initial evaluations, refer clients to treatment program If appropriate& link clients with various community services • Monitor client's progress with treatment, administer urine screens, serve as a liaison with the court system 7/06 -11/06 Substance Abuse Counselor, S.T.E.P.S., Apopka, FL • Facilitated psycho - educational group therapy to female residential unit • Provided weekly individual sessions with clients on case load • Completed weekly progress reports and monthly treatment plan reviews 12/05 -5/06 Clinician I, David Lawrence Center, Immokalee, FL • Completed initial assessments for substance abuse and mental health clients • Made appropriate referral regarding treatment for clients 10/03 -5/06 Substance Abuse Clinician, David Lawrence Center • Provided psycho - educational group therapy for court related clients and self - referrals • Responsible for treatment planning, discharge summaries & court liaison functions 05/02 -5/03 Children's Case Manager, David Lawrence Center, Immokalee, FL • Provides services to children with mental health & substance abuse disorders • Coordinated medical, social, educational & other support services, linked clients with appropriate services and monitored progress • Assessed strengths, problems by completing a comprehensive psychosocial evaluation and individualized service plan 4/99 -5/03 Executive Director /House Manager, W.I.N.G.S., Naples, FL • Administered assessments for individuals interested in admittance into a recovery program • Facilitated house managements with staff and residents • Assisted residents in the utilization of coping with stress management and independent living skills • Assisted female residents begin recovery from substance abuse, establish goals and develop coping skills 4/99 -5/02 Behavioral Healthcare Technician, David Lawrence Center, Naples, FL • Monitored & supervised client behavior at a residential mental health facility for adolescents ages 5 -18 • Communicated with therapists, school staff, parents, medical staff and caseworkers regarding client's progress Packet Page -851 - "d 6/25/2013 16.D.5. KRISTIN H. LONG, M.A. Education: John Jay College of Criminal Justice, Master of Arts in Forensic Psychology Graduated: December 2009, Summa cum Laude Y John Jay College of Criminal Justice, Bachelor of Arts in Forensic Psychology Graduated: June 2006, Summa cum Laude Work Experience: David Lawrence Center (March 2010- Present) Forensic Clinician Manage a caseload consisting of clients from three forensic programs ➢ Conduct and document clinical assessments v Provide individual therapy for appropriate clients ➢ Complete screenings for Mental Health Court D Participate in weekly staff meetings with the Judge and team of Mental Health Court ➢ Maintain at least monthly contact with all clients Conduct quarterly state hospital visits with clients who are court- ordered into state facilities Y Appear at all clients' scheduled court dates % Represent David Lawrence Center to community partners and court- related services Hamlet Wind Watch Golf & Country Club, Hauppauge, NY (June 2005- March 2010) Promoted to Buyer for the Pro Shop (August 2006 -March 2090) D Plan and host meetings with sales representative of various companies to order merchandise and equipment D Manage store inventory with a budget of $100,000 Provide quality customer service at all times ➢ Supervise a staff of 25 ➢ Aid the tournament coordinator with events ➢ Assisting the Director of Golf with documents pertaining to membership Receptionist and Catering Director's Assistant (June 2006- August 2006) ➢ Collaborated with clients to plan events ➢ Planned room layouts based on customer specifications Y Managed a catering staff of 20 ➢ Answered multiple phone tines Blumberg, Cherkoss Attorneys at Law, Amityville, NY (September 2000 -June 2006) Receptionist and Assistant > Conducting intakes with client in order to acquire relevant information and facts about their cases Assembled court exhibits for cases Y Scheduled appointments for attorneys Organize and file billing slips ➢ Represented law frim in a professional manner when speaking to customers and other attorneys Internship Experience: Stepping Stones at Family Service League, Huntington, NY (June 2009- November 2009) D Group facilitator at PROS Day Treatment Program for people with mental illness, substance abuse issues and trauma histories D Participate in weekly supervision with licensed Director of the program Packet Page - 852 - pJ 6/25/2013 16.D.5. Eileen St reight 14890 Mystic Lake Circle, Naples, F134119 (828) 361 -6500 flyray-loveugmail, cone_... .....__..__._. _..._..� _._.....,....._--_.__.__.. .___�.._.__.._...�..,....._.... __._... Areas of 4 Domestic Violence 4 SART (Sexual Assault Response Team) Specialty 4 Sexual Assault and Abuse 4 Death Notification 4 Grief- sudden death 4 Victims of Crime Facilitator of Support Groups rb Outreach Coordinator 4 Court Advocacy Education Bachelor of Criminal Justice August, 2003 - May, 2005 (Minors: Psychology) Sjlva, Nert`b Carolina Associates of Arts August, 2000 - May, 2002 Aeachtire, No;tb Carolina Experience Crisis Counseling, Advocacy, Court Advocacy, Case June, 1998 - Present Management Victim Advocate and Crisis Counselor Project Help Inc. Naples Fl 2009 -2012 4 Provide crisis intervention services to children, adolescents and adults who were victims of sexual assault, domestic violence or a victim of a crime. Provide solution focused counseling and goal planning. Provide crisis intervention to clients who have suffered a loss due to a sudden death. Provides training to volunteers. Provide trainings to staff. Provides facilitation of support groups that address domestic violence and sexual assault topics to clients and community. Provide SART and sudden death response to community. Provide outteaeh awareness in community and through social media. Provide articles to PH organization blog. Provide crisis intervention on 24/7 crisis line. Case Manager Murphy Counseling Hayesville, NC 2006 -2008 4 Provide individual case management to clients developed by therapist. Provide crisis counselh }g and court advocacy. Provide transportation, Shelter ManagerNictim Advocate Reach of Clay County 1layesville, NC 1998 -2006 4 Provide crisis intervention services to children, adolescents, and adult victims of sexual abuse, and domestic violence using the crisis intervention and solution focused models. Provide outreach and trainings for community. Provide fundraising. Provide supervision of all shelter residents and provide goal planning and referrals as well as transportation to appointments. Develop and provide court advocacy program. Packet Page -853- 41 6/25/2013 16.D.5. Additional 4 Microsoft Word and Excel Skills 4- Power Point presentations, writer for newspaper blogs and articles 4 Alice client database software and maintained client files, Answered multi -lines 4 Training certificates from Attorney Generals Office, national and local organizations 4 Presenter at Wolford College on PH and sexual assault awareness 4 Housekeeping, banquet set -up, bartending at a local resort. 4 Senior Care for Alzheimer patient, and quadriplegic. References Michelle English Project Help Executive Director (239) 649 -1444 Eileen Wesley Project Delp Victim Services Coordinator (239) 649 -1404 Judith Alvarado Reach Executive Director (828) 389 -0797 Packet Page -854-