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HomeMy WebLinkAboutMINUTES - 01011972 - Allied Services Act 1972 1 ALLIED SERVICES ACT OF :2972 ,REEL`S PQSZmZo�*� 1972=1976 STORED: HOC ,,,- In the Board of Supervisors of Contra Costa County, State of California December 21 , 19 76 In the Matter of Government Operations Committee Recommendation with respect to Allied Services Commission Final Report. The Board on November 23, 1976 having referred to the Government Operations Committee (Supervisors A. M. Dias and E. A. Linscheid) the Final Report of the Allied Services Commission; and The Committee having this day reported that because of the long range policy implications it recommends that the Allied Services Commission Final Report be referred to the full Board for consideration in 1977; IT IS BY THE BOARD ORDERED that the recommendationso =. the Government Operations Committee is APPROVED. PASSED by the Board on December 21, 1976. I hereby certify that the foregoing Is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc• Committee Members Witness my hand and the Seal of the Board of Director, Human Supervisors Resources Agency affixed this 21stday of December . 19 76 County Administrator Public Information Officer J. R. OLSSON, Clerk By ",J C /'!y , Deputy Clerk Helen C. Marshall H-24 3/76 Ism The Board of Su pervi sM Contra 0 cChhaai l`rn ao"'"y Costa James R.ol� County Administration Building County Clerk and P.O.Box 91i �� Chief Clark Officio Clerks the Board Martinez,California 94553 Cl a k R"" I� Chief ' James P.Kenny-Richmond (415)372-2371 1st District Alfred M.Dias-EI Sobrante 2nd District James E.Moriarty-Lafayette 3rd District Warren N.Boggess-Concord �- 4th District RECEIVED Edmund A.Linschsid-Pittsburg 5th District t December 15, 1976 D E C ;; 1 1976 REPORT J. R. OLSSOfd � OF CLERK BOAP.t7 OF SUPERVISOR$' co. v t GOVERNMENT OPERATIONS COMMITTEE Br•• ' NrRA Cosy ON OUTSTANDING COMMITTEE REFERRAL The Government Operations Committee recommends that because of the long-range policy implications the following item be referred to the new Board for consideration during 1977: incconjunction with proposal for a comprehensive human services planning and decision-making process: ITEM REFERRAL DATE Allied Services Commission November 23, 1976 Final Report . . `�. Dias E. A. Lins c eid Su r Dist t II Supervisor, District V Miuofilmed wifh 1)oar7d order y�4 CONTRA COSTA COUNTY Government Operations TO. Com1nittee6q_fn.L7,tA5ga4 ATE December 16 2 1976"a' --Trial Report of Allied FROMClerk of the Board SUBJECTBervices Commission by Geraldine Fussell, Chief Clerk J' --- The subject matter in the attached was inadvertently omitted from the December 7 Government operations Committee report which referred all outstanding referrals to the full Board for consideration in 1977. =j I suggest you recommend this item for referral to the full Board as well. - SIGNED PLEASE REPLY HERE µ' TO DATE w*s 4 vti Y,1 %1 +1 , t f'. 1 SIGNED - INSTRUCTIONS - FILL IN TOP PORTION. REMOVE DUPLICATE (YELLOW) AND'FOR- WARD REMAINING PARTS WITH CARBONS. TO REPLY, FILL IN LOWER PORTION AND SNAP OUT CARBONS. RETAIN TRIPLICATE (PINK) AND RETURN ORIGINAL. roRM M103 In the Board of Supervisors of Contra Costa County, State of California December 7 , 19 76 In the Matter of Report of Government Operations Committee on Outstanding Referrals. Supervisor A. M. Dias, Chairman of the-Government Operations Committee (Supervisor E. A. Linscheid, member) having this day advised the Board that the Committee has ..• reviewed. the•t•following referrals Referral Date Item' - 2/3/76 Matter of negotiations between Contra Costa County Water District and East Bay Municipal Utility District for the purpose of obtaining East Bay water for County Water District users; 5/11/76 Proposal for a campaign finance ordinance; 5/25176 Proposed procedure for selecting persons for appointment to various boards and commissions; 7/6/76 Proposal for a comprehensive human services 8/10/76 planning and decision-making process; and Supervisor Dias having recommended that, because of their long-range implications, these items be referred to the full Board for consideration during 1977; IT IS BY THE BOARD ORDERED that the recommendation of Supervisor Dias is APPROVED. PASSED by the Board on December 7, 1976. 1 hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the dote aforesaid. cc• Board Committee Wfnm my hand and the Seal of t1wBfwdof Public Works Director Supervisors Environmental Control affixed this 7th day of December 19 76 League of Women. Voters of Diablo Valley J. R. OLSSON, Clerk Public Information Officer Director, Human Resources By 2:�� �4 Deputy Clerk Agency Mar razg Director, Allied Services Project Chairman, Feasibility Study Committee H.,4 3/-gWty Administrator In the Board of Supervisors of Contra Costa County, State of California November 23 , 19 76 In the Matter of Acceptance of Final Report on the Allied Services Project. The Director, Human Resources Agency, having submitted to the Board on this date the final report of the Allied Services Commission on the Allied Services Project under entitlement grant #12-P-55888/9-03, which Project terminated on June 30, 1976; and The Board having received in conjunction with this final report the report of the Allied Services Commission's Legislative Task Force on this Project; IT IS BY THE BOARD ORDERED that the aforementioned reports are HEREBY ACCEPTED, and said reports are referred to the Director, Human Resources Agency, for analysis and subsequent report, and the Director, Human Resources Agency, is AUTHORIZED to transmit copies of the final report to the Department of Health, Education and Welfare, the State Department of Health, Project Share, and other appropriate individuals or groups, as recommended by the Chairman of the Allied Services Commission in submitting this report to the Board. IT IS BY THE BOARD FURTHER ORDERED that the recommendations of the Allied Services Commission and the aforementioned reports are HEREBY REFERRED to the Government Operations Committee for consideration at the same time as that Committee studies the report of the Feasibility Study Committee. IT IS FURTHER ORDERED that the Board of Supervisors HEREBY AUTHORIZES the issuance of Certificates of Appreciation to the 26 members and alternates of the Allied Services Commission in grateful acknowledgment of their outstanding work and assistance over the past several years in carrying out the mandate of the Design of the Pre-Test of the Allied Services Act of 1972. PASSED BY THE BOARD ON November 23 , 1976. s. 1 hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of Supervisors affixed this 2 3rdday of November 19 76 J. R. OLSSON, Clerk Orig: Human Resources Agency gy ,J Deputy Clerk Dept. of HEW obbie qgyXerrez State Dept. of health Project Share Allied Services Commission County Auditor H-24 3/76Aunty Administrator Hunan R.esAkes Agency • Date November 16, 1976 CONTRA COSTA COUNTY To Board of Supervisors RECEIVED From C. L. rWorNOV 17 1976 J. R. OiSSON Subj FINAL REPORT OF THE ALLIED SERVICES COMMISSION CLERK BOARD OF SUPERVISORS oNr TA CO. By M_....Dputy e The Allied Services Commission has completed their report on the Allied Services Project and have asked me to file their report with your Board. You will note in the transmittal letter from Dr. Blackburn-Wilson that the Commission has made several recommendations for consideration by your Board. I would recommend that you take the following actions with this report and their Legislative Task Force Report, which is included as an addendum to the Commission's report: 1. Acknowledge receipt of both reports. 2. Refer both reports to the Director, Human Resources Agency, for an analysis and subsequent report on the Commission's recommendations. 3. Approve the Commission's first recommendation to authorize me to transmit copies of the report to the Department of Health, Education and Welfare, the State Department of Health, Project Share, and other appropriate individuals or groups. 4. Request that this matter be referred to the 1977 Government Operations Committee for consideration in conjunction with the report of the Feasibility Study Committee which is already before that Committee of your Board. I would then make my report on the Commission's recommendations to the 1977 Government Operations Committee at the time they consider the Feasibility Study Committee report. 5. Thank the Allied Services Commission for their work on this report and for their support and assistance throughout the life of the Allied Services Project. CLVM:clg Attachments cc: A. G. Will , County Administrator Geraldine Russell , Chief Clerk of the Board Warringtoo Stokes, Human Resources Planning ALLIE ERVICE COMMISSION FINAL REPORT 1�.ECEIVE J. R. OLSbON VVV CLERK BOARD OF SUPERVISORS NTRA S A CO. B ...... SEPTEMBER =976 Nlicro'rilmed with board order '� : r t� ay�,i 5 j: �e � al k, e � •�+r i�. i t }. ,. x ' x a�� �. .:� �. 's�_ e:��,. a i.z.,�`a,� ..r,,,.. ., ....air � e ,>„ • :�� e�. t`� .a` `�.�:.':ar �".�.a ':a}�?.., ,, ,S��n'sd� 3r.�,n:x,. ��;- a c t"; ALLIED SERVICES COMMISSION FINAL REPORT SUBMITTED TO: The Contra Costa County Board of Supervisors Martinez, California 94553 Develop'ed'.Under The Allied Services �. Project Grant (No: 12-P=55888/0-02) ` Awarded.By.The U.S. Department of Health, Education, and Welfare z tkii ip � 73 � r� } is �t u 4y 5�n i � t£{ t; R` z 3 ,DR, MARY L_ _ ,LACKBURN-WILSON < CHAPERSON 14 SEPTEMBER 1976 q s s � �o-^,��✓✓.5.�,�.`S.zx.;. s .�'.u" j � 'rid'=r �;3x}.�+.p �n•�.. �� �.xt�],��y4�-a _i e�,;"A ';a�`K t�}.„, 1.�, .:„F r ..!t.;�1 cif ki,�,': 'C ' ''-+' r{ �`� '..j:, x.aV,t,ry,'N'c" - � TO: CONTRA COSTA COUNTY September, 1976 BOARD OF SUPERVISORS . SUBJECT: The Allied Services Commission Final Report The Allied Services Commission respectfully submits its final report of activities to the Contra Costa County Baord of Supervisors for review and subsequent action. The content herein were derived by working/associating with many individuals in Contra Costa County who were personally involved in human services delivery. The Commission encountered a variety of ex- periences with the personal philosophies of administrators and staff in the various agencies and therefore has a better appreciation for interdisciplinary concerns for human services. The participation of Staff in the formulation of the Allied Services philosophies and concepts was considered by many to be something of a rare vintage but was perceived by others as an added responsibility. The Allied Services Commission sought to bring to the human services delivery system of Contra Costa County the desires and the strengths of the community at large to assure that the community was the ultimate beneficiary of the activities of that system. Its members worked with Project staff, the Allied Services Board, and other groups and individuals in a fervent attempt to initiate.dialogue and actions to facilitate human services integration among the major agencies in- volved in human services delivery. The members of the Commission wish to acknowledge those individuals who contributed to this effort. The citizens who participated on the Commission and the Task Forces provided a very special kind of interpersonal interaction and • dialogue and demonstrated a level of competence and commitment unsurpassed by any group--voluntary, paid, or otherwise. The Chair expressed sincere appreciation for this once-in-a-life-time opportunity to serve such a magnificant group of concerned citizens. Special notice is taken of the outstanding staff support provided by the Allied Services Project staff, -a vital element in the work of the Commission. THE ALLIED SERVICES COMMISSION THEREFORE RECOMMENDS TO THE CONTRA COSTA COUNTY BOARD OF SUPERVISORS THAT: 1, The Allied Services Commission Final Report, with the Legislative Task Force Report as an addendum, be transmitted to the following agencies: - The Department of Health, Education and Welfare Washington, D.C . - The State Department of Health Sacramento, California - Project SHARE Rockville, Maryland 2. The Board of Supervisors devise means to explore possible resolutions to the various problems and issues presented in this report, i.e. the authority/ power struggle between departments/divisions, as an alternative to a wringing of the hands in silent anguish, and subsequently leaving this report to "collect dust". • .,^y,..,�S i"u ..->�tb'�jt �}.�,.,,E ax�i�=se r P r a 4 y,R.�y vS iu ..c,f+t tPy. ;.ty •.r< 1 S � h t , : t � Contra Costa County Board of Supervisors Page Two 3. The Board of Supervisors develop a plan which will include the same kind of citizenry and the like on an ongoing basis to provide input to the Board on human services delivery matters crucial to the Contra Costa County client community. 4. The experience of the Allied Services Commission be utilized by the appro- priate individual bodies/groups in the establishment of a longterm human services planning mechanism to: a. Ensure maximum coordinatiaon between all pertinent elements in faci- litating access to, and improving the effectiveness of, all the human services; b. Assure accountability of the providers of these services to the consumers in the County; c. Enhance utilization efficiency of human services resources; d. Assure maximum participation of the citizens of the county in the identification of needs and in continuing evaluation of the human service delivery system so as to achieve maximum personal independence, dignity, protection, and economic self-sufficiency and the physical, social, and mental wellbeing of individuals and families through the establishment of an effective and efficient human service program. 5. The Allied Services Board examine its experiences and make a final report to the Board of Supervisors as a contrasting experience in the same service integration dilemma. 6. A debriefing session be held between members of the Commission and within 30-45 days of the Allied Services Board. 7. A formal, oral report of the experiences of the Commission be made to the Board of Supervisors by the Chairperson of the Commission. 8. Further, the Commission hopes the dedication and services of its members will not have been in vain. Respectfully submitted, **loom Dr. Mary L. Blac urn-Wilson Commission Chairperson Members of: Committee to Develop Final Report Robert Clark Kagey Dorosz Juanita LaBeaux Frances McDaniels Tubby Snodgrass Isaiah Winn Eddie Harrison Mary Blackburn-Wilson ' IF d+� p'�`� uG ii?^,S`,,,'+ a'.�i� �r ., .s= ,......,,-..':,.... ;dyn...'�K :� , . . -.i„t.. �¢ i'er.f[_:!�-..• zv,+yW`... Yr. !x,i _�_. .t��- —Y.+. .? ,' _ S�fS' TABLE OF CONTENTS ACKNOWLEDGMENTS 0 RECOMMENDATIONS Page No. COMMISSION ORIENTATION (April - May 1973) • 1 SOCIAL PROBLEM SELECTION (May - June 1973) FINAL SOCIAL PROBLEM SELECTION 3 (June 1973) 4 FORMAL DEFINITION OF COMMISSION PURPOSE AND PROCEDURES (June 1973 - June 1974) 7 , TASK FORCE DELIBERATIONS AND RECOMMENDATIONS (June - October 1973) 8 A. Substance Abuse Task Force B. Child Care Task Force 8 C• Services to the Elderly 10 D. Career Education it E. Legislative Task Force 12 14 THE FEASIBILITY TEAM PROCESS 15 • A. Implementation Plan 1: Early Case-Finding Pilot Program B. Implementation Plan 2: Alcohol Advisory Council 15 C • Implementation Plan 3-4-5: Local Detoxification 15 D. Implementation Plan 6: Conservatorship 16 ' E. Implementation Plan 7: Information-Sharing 18 F•. Implementation Plan 8-9-10: Substance Abuse Consolidation G• Implementation Plan 11: Career Education 18 H. Implementation Plan 12: Neighborhood Services 18 Team I. Implementation Plan 13: Child Development 18 Training J. Implementation Plan 14: After-School Supervision 21 K. Implementation Plan 15: Child Care Information Center L. Implementation Plan 16: Night Immunization 21 M. Implementation Plan 17: Coordination of Related 22 Medical Services by the Health Department and Social Services N. Implementation Plan 18: Childrens Council 22 23 x.�"A_1 �..... L', € - Table of Contents (continued) Page Two . Page No. IMPLEMENTATION AND MONITORING 24 24 A. Early Case-Finding Z5 B. Richmond Alcoholism Advisory Council C. Local Detoxification 28 26 D. Conservatorship 30 E. Exchange of Information 33 F. Substance Abuse Consolidation G. Career Education 34 34 H. Neighborhood Services Team 38 I. Child Development Training 40 J. After-School Supervision 43 K. Child Care Information Center L. Night Immunization 43 43 M. Related Medical Services 48 N. Children's Council DISPOSITION OF THE CONTRA COSTA COUNTY HUMAN 52 RESOURCES AGENCY (HRA) Assumption #1: The Human Resources Agency as 52 Integrator of Human Services Programs Assumption #2: The Human Resources Agency as a 64 Fiscal Agent Conclusions 54 COMMENTS AND REFLECTIONS 55 Chairperson, Substance Abuse Task Force 55 Chairperson, Career Education Task Force 58 Chairperson, Services to the Elderly Task Force 57 Chairperson, Child Care Task Force 58 Final Evaluation of the Allied Services Project 60 Statement of Objectives 80 APPENDICES A. Participating Agencies/Groups B. Members of Task Forces/Committees C . Allied Services Commission Bylaws Addendum Legislative Task Force Report . f 'r ..` 7 ,s F.-• 4' t L:- < ki ,� . 'x .l tkt, 4:-v �u` °� }tk trx: 4{,gra. fh'4 .i�§°� 4, 3 _t•.�'t` '}, k�iS`.i•/'Se Y"- `,"'}. t t•+:�' '••i y, f, 4"*j w h1;fib',+ s'� "i vur ;b '➢13;'.•A{ c �...ikY 4�,,"e''�.f 3. c,`. .:.d }hv 'Z`{ 1Z•` a,s ( `.,}.r,.. s•g�ii 4,r?' �rvn:'"t3J�eNC .]{a ' ;:} k ; a Y rN"'c �a-4L,,k k f . 'iF :.{ 'S< £E, >, 7+Ca-G 7•t14�s�+ COMMISSION ORIENTATION (APRIL - MAY 1973) . The Contra Costa County Allied Services Commission began its initial meeting as a group on April 10, 1973, and was officially constituted as a Board of Supervisors-appointed Body July 1973 - December 1975. This commission was established to provide a viable mechanism through which the participation of citizens of the Contra Costa County communities might become an integral part of the design of a Pretest of the Allied Services Act Project, an activity funded by the Department of Health, Education and Welfare. (Appendix A) In the preliminary orientation meetings, potential members of the Commission were advised by the Human Resources Director that the purpose of the Allied Ser- vices Project was to integrate the delivery of human services. They were further advised that the citizens' group (Commission) being organized was to assure that the system which would result from the study was developed with input from citizens, the recipients of the services. The group was told that Contra Costa County was well aware of the fact that its services Delivery System was not as effective as it could be and that the County was dedicated to improving the system. Many of the services were fragmented, and it was often necessary for people seeking services to go to many agencies, complete duplicate forms and be interviewed by intake workers in each of the units, where they provided more or less the same information. The experiences which the County had had in working with the Model Cities project in Richmond were indicators that it was possible to facilitate cooperation among many agencies for the purpose of improving services to clients. The County had experienced good working relationships with community groups via the Model Cities Program and looked forward to a favorable experience working'with the Commission. The Assistant City Manager for Community Development, City of Richmond, pointed out that during the planning stages of the Model Cities Program, the citi- zens saw the need for integrating various services, particularly Probation, Social Services, Health and Medical services and other services generally provided by the County. Because Richmond and Contra Costa County were already working in the area of service integration, Contra Costa was chosen as one of the few counties in the Country to test the Allied Services Act. The information which the Commission and other test sites was to generate would influence the ultimate outcome of the Bill that was still in Congress. The goal of the project was to try �'� � .;:, i� � .5.t'�� ; _ r's�. , '` -Y�, yt:?`z,� . �.���H' <��;i'"+.° h_;:"`Pk..' i�'k� a;cr + .,;G„•,, , '��Yf�,?'; ?Yi?1�`�`�h"4.a .Ki.n� �: r �a„a�.; ��,r�.�=sus {_, Commission Orientation Page Two to identify services which the community was interested in and make attempts . to integrate these services to establish a better system of delivery. The Commissioners were told that they would supply the citizens input and would help project planners ensure that the services which citizens were in- terested in were included and that the priorities which they placed upon them were established. Also, as recipients of services, their interest relative to how these services were presently being delivered, and what changes should occur, would be of great importance. It was stressed to those in attendance that the job of the Commission would be a long-enduring process, and it would be necessary for the Commissioners to pledge themselves to work diligently for those interest groups which they represented. Citizen representatives needed to make continuous input if the results were to be characteristic of community concerns. Prior to establishment of the Commission was the development of the Allied Services Board (January 1973) , which included the heads of agencies partici- pating in the Allied Services Project process, as well as the Chairperson of the Commission. The stated relationship of these two bodies was that they would work together in the decision-making process. Considerable discussion regarding the purposes and structure of the Board ensued, with questions being raised • by Commissioners regarding the authority of the Board and/or the Commission. The response by the Human Resource Agency Director was that in actuality there was no real authority delegated to either the Board of the Commission. More importantly, project staff stressed the need for the Commission and the Board to agree rather than to disagree. Commissioners were extremely concerned that there was no established mechanism for problem-solving in the event there was a lack of concurrence be- tween the two groups. Therefore, the group moved into the initial stage of the project (establishing priorities for social problems) with, a) skepticism about the real purpose of the Allied Services Board; b) a.question as to possible attempts of the Board to exert veto power over the Commission's decisions; c) uncertainty about the life expectancy of the group; d) concern for the limited participation of community groups in the project efforts; e) questions about the ultimate advantage the Allied Services concept was to the people; and f) the peed to provide compensation to the members of the Commission for their par- ticipation, as the commitment of time was extraordinary. w �t�,, +, ;�.. �-sn�tz.x.r ...'•.rr:'}.'1.�.,,..,dai�a".s�.'.'p�:-z. �.;�t,��+sW:. <._m kt+,,. .k;.;. �}.5^..;.is:d..�m!,�;��ji.,�n� +.`�.9.�iet...a.t��'i'�5,q�✓�.+L=;t .. .a.,...i.,r:*:wn;�;:a.e;.z. ;!.,- . .:c..t*'�^t$s r.. ^f ,}k � Problem Selection Page Three SOCIAL PROBLEM SELECTION (MAY - NNE 1973) The Commissioners were presented with a list of 13 social problems developed by a group of staff people from each of the agencies represented on the Allied Services Board. (Appendix A) . A planning group, also agency staff persons, developed constraints and criteria upon which the list of social problems was developed. (Appendix B) . These constraints and criteria had been established to limit the number of problems, since the Allied Services Project could not be expected to take all problems and develop better coordinat- ing among them. Questions were then raised regarding why a problem would have to be impacted upon in a two-year period, and the lack of adequate child care in the model neighborhood area was suggested as an additional study area. Objections were raised over the fact that there was no mention of the pro- blems of Spanish-speaking people among the list of problems, and comments were made to the effect that communication problems of non-English-speaking people and language communication should be facilitated in every one of the social pro- blems. Staff stated that one of the problems, (J) , would have to be eliminated because it did not meet Criteria #3 -- that of two or more Allied Services agencies being involved. A number of Commissioners expressed objections to Criteria #3, since they felt that in some instances more agencies should be brought into the coordination process even though they were not currently involved. It was then decided that the problem.would be restated to qualify it for consideration: "Lack of Coordination Between Social Agencies in Treating Family and Community Pro- blems of Convicted Persons, Both Those Incarcerated and Those on Probation and Parole." A number of other problems were proposed; 1. Lack of Coordination of Services for Elderly Citizens in Health, Medical, Mental Health, and Social Services. . . Because of Transportation Problems: It was pointed out that this is a problem universal to all people and that consideration should be given to transportation services for all areas of the community. 2. Inadequate Social and Financial Services to Welfare Recipients: It was stated that this problem was too generalized, because inadequate social services was one of the bases for the Project. + t +c i '''4 F..y,.^4✓ k ` �. .e sr},.y $ z:e r$ "5'z} b t '�+�Y�t+;r�•,l}y4w 1`"�z-' . ,3.�t M,�..tP.�rX'.r�ii�"e ,ks`� t;'f✓�Cb+'Yc %3. T 'iG �' Problem Selection Page.Four 3. An addition to Problem B regarding truancy and drop-outs: Child- ren failing in the Schools Because of Unidentified Physical, Mental Health, or Neurological Problems. 4. Lack of Assistance to Senior Citizens in Securing an Adequate Diet - they can Afford, 5. Consumer Protection for the Recipient of Services: This could include making information about services readily available and the creation of a board where consumers could make complaints -- i.e. , Ombudsman service. The Commission subsequently ranked the social problems in the order of priority and transmitted the list to the Allied Services Board for review. 1. D-L - Unemployment of Young Males and Lack of Vocational Alternatives (Elementary Through Adult Levels) to Standard Academic Education Preparation for Making a Living. 2. M - Lack of Coordination of Health, Medical, Mental Health, and Social Services to Elderly Persons in One Place and/or Transportation Services. 3. B,N, and P: B - Truancy and Drop-outs: N - Inadequate Social and Financial Services to Welfare Recipients; P - Consumer Protection for the Recipient of Services, Including Recourse for the Ineffective Delivery of Services. 4. A-C and I: A-C - Coping with Drug Abuse and Alcoholism; I - All-Day Child Care for Working Mothers. S. H-F-O and K: H-F-O - Lack of Adequate Emotional Health Care to cope with Family and Personal Instability; the Need for Community Education Toward Inducing an Awareness of the Necessity for Good Health Practices, Including Good Nutritional Habits, Preventive Health Care, and Eligibility for Services; and Adequate Diets that Elderly Persons Can Afford. K - Lack of Awareness of Resources to Refer Youth to in Pre and Post-Arrest Situations. FINAL SOCIAL PROBLEM SELECTION (NNE 1873) When the Allied Services Board reviewed the Commission's recommendations, it chose to delete two of the problem areas the Commissioners felt were most signifi- cant to the consumers: Inadequate social and financial services to welfare recipients, and consumer protection for recipients of services, which includes recourse to ineffective service delivery, The Commission accepted the 4 major problem ._ hf 3`: . .,p;'.-t" , � t ``.+ �o-'++sT,+CM1.*tom+ :: �:\<�•°sL,E,"t'rY ?S ]m�� ^c'`-'�ii,�7 # i.a,, cta,S ..ee4, ,e� : Problem Selection Page Five groupings arrived at by the Board and added those two deleted: 1. B-D-L - Truancy and Drop-outs; Unemployment of Young Males; Lack of Vocational Alternatives (Elementary Through Adult Levels) to Standard Academic Educational Preparation for Making a Living. 2. M - Lack of Coordination of Health, Medical, Mental Health, and Social Services to Elderly Persons in One Place and/or Transpor- tation Services. 3. A-C - Coping with Drug Abuse and Alcoholism. 4. 1 - All-Day Child Care for Working Mothers: 5. N - Inadequate Social and Financial Services to Welfare Clients. B. P - Consumer/Client Participation. This action of the Commission represented the first major area where there was essential disagreement between the two bodies on substantive issues. Subse- quently. a joint meeting was held between the Board and Executive Committee of the Commission to resolve these differences. The initial stance of the Board was the concern for the lack of possible impact over a 2-year period and the need for additional manpower to staff a Task Force to address the added problem area. on the other hand, Commissioners felt the staff time required was not remarkable; rather what was most significant was Task Force Members. (At least 5 commisioners had already made commitments to work on these issues.) After considerable dialogue, a Board Member expressed the position he felt the Board should be taking. He felt the group had to decide whether or not it was going to call upon people to deal with things as they are, or as they ought to be. He felt the project was responding to HEW's efforts to try to alleviate the frustra- tion that existed in terms of the piece-meal way funds are dispersed and the way services are fragmented. He further stated that the Board included people who administer a considerable amount of money in those problem areas which were of concern, and if a citizens' group can identify the problems that are related to a lack of effectiveness in delivery of these services, the two groups should try to get together and work on how to solve the problem. This required getting the problem down to a level that could be dealt with. Project staff reiterated the importance of remembering what the Project was charged with: research and development to come up with a feasibility study and design. Another aspect was the impact on legislation which was seen as a separate issue, not directed toward the integration of services Another Board Q Problem Selection Page Six member stated that perhaps there could be several types of assignments for the N and P "bunch": (1) Assist the Task Forces with evaluation when a legislative barrier was identified; (2) Work on legislative impediments which otherwise would not be touched by the other Task Forces; and (3) Address the broader question of what input there should be at the federal level in terms of s _ the Allied Services Act. The combined group then agreed that there would be an additional group to persue the problems of N and P on a ongoing basis (for the life of the Project) on three levels: (1) Legislative barriers that are identified through the Task Forces; (2) Other legislative impediments not specifically identified by the Task Forces; and (3) Input at the federal level to the Act or other major changes. It was further agreed that there would be staff assigned equivalent to the other Task Forces. After arriving at a meeting of the minds, a member of the Board stated that one of the reasons the Board had desired to meet with representatives of the Com- mission was to provide background on what the Board did when it rejuggled the problems. The Board wanted the Commission to know that it was not making value judgements, but it was trying to insure that the Project was not going to be "hung- up" in working on the problems. As to implementation of the specific recommenda- tions from the Task Forces, those organizations responsible, such as the School Board, etc. , still reserved the right not to carry out the recommendations. Staff replied that the Project had always asked for very highly placed agency persons to serve on the Project Planning Group in order that they might speak for the heads of their departments. A Commissioner expressed the opinion that if the thoughts and decisions of the Commission were the same as those coming from the Board, then there would be no need for the Commission. One of the most important things that could happen was for these two very different bodies to figure out how to work together. Further- more, the Commission was not necessarily made up of a group of people who did not have any conception of what an administrator is faced with, but it was a group with two different levels of expertise, some of which was very sophisticated. , N x s r F ` ;i a.3 q S f tui+ ",y< + yet,iiy t, , R�+4Yt n'.`4s"Y3.TM} ��"^ t"``"v �``" 'k''*••,,g,T{4�""h^ Y ',+3s. u:bb64'�,bii' " �ut ri�!;'3`t4 ',i4.z i....., . : �..... .. k,ix „>z -r_F., ux; •' . 'Vurpose 0 Procedures Page seven FORMAL DEFINITION OF COMMISSION PURPOSE AND PROCEDURES (JUNE 1973 - JUNE 1974) Concurrently with the resolution of the selection of social problems to be studied, the Commission attempted to arrive at a working definition of consumer/community participation. It further proceeded to establish itself as a body with definite governing procedures and appointed a Committee to develop a set of By-Laws. Over the first 12 months of operation, Commissioners worked on the refinement of these bylaws in addition to their Task Force responsibilities and Monitoring Team activities. The results of these efforts and a critique of the 1972 Allied Services Act were presented as part of the testimony of the Human Resources Director be- fore the House Education and Labor Committee. (Appendix B) During this definition of purpose, the group first stated what they perceived to be the working definition of the Project's purpose. It felt the design of a Pre-Test of the Allied Services Act Project was to reorganize the human service delivery system of Contra Costa County to: (a) "Ensure maximum coordination between all pertinent elements in facilitating access to, and to improve the effec- tiveness of, all the human services; (b) Assure accountability.of the providers of these services to the consumers of the Project area; (c) Enhance utilization efficiency of human services resources; and (d) Assure maximum participation of the Project area in the identification of their needs, and in continuing evaluation of the human service delivery system, so as to achieve maximum personal inde- pendence, dignity, protection, economic self-sufficiency, physical, social, and mental wellbeing of individuals and families through the establishment of an effective human services program." The group subsequently defined the purpose of the Allied Services Commission as "bringing to the human services system the desires and the strengths of the community at large and working with all service constituents to assure that the community was the ultimate beneficiary of the activities of that system." I `¢��311+b3• kYat ,_ °5,' `" i �: a �.3 Task Force Deliberations Page Eight TASK FORCE DELIBERATIONS AND RECOMMENDATIONS (JUNE - OCTOBER 1973) With the resolution of study problem areas, each Commissioner selected the particular Task Forces he/she desired to work with. The Task Force phase was executed between June and October 1973, during which period Commissioners, expert witnesses and other interested persons presented information data and made subsequent recommendations in the areas of Child Care, Substance Abuse, Services to the Elderly, and Career Education. (Appendix C) In addition to these four social problem oriented Task Forces, a small committee volunteered to work on the issues of service adequacy, consumer protection, legislative barriers, etc. This group was eventually described as the Legislative Task Force Committee and operated on a continuing basis throughout the life of the project. The findings of this group along with its recommendations are presented in a Special Report. The recommendation of the four social problem Task Forces are as follows: A. Substance Abuse Task Force After the group completed its problem analysis, 10 recommendations were presented to the Commission for possible implementation. 1. Early Case Finding: To identify individuals with an alcohol and/or drug-related problem and provide preventive services at an early stage of development. 2. Richmond Alcohol Advisory Council: To establish an Alcohol Advisory Council for the Richmond area. 3. Medical Detoxification Center (Drugs and Alcohol): To provide medi- cal treatment for drug abusers during their period of withdrawal from drugs and alcohol. 4. Non-Medical Detoxification Center (Alcohol): To serve as a center for treatment of alcoholics and for temporary detention of those taken into custody by the'police for public drunkeness. 5. Residential Treatment Center (Drugs): To provide beds in Richmond designated for residential treatment of drug abusers. The Task Force considered the recommendations 3, 4 and 5 for detoxification and treatment centers as having the highest priority. This need had been ex- pressed repeatedly by those residents of the Richmond community who were members of the Task Force. 6. Conservatorship s: For Mental Health and Social Service to jointly develop a plan to provide Conservators with regular participation in conferences relating to the client as a hospital patient, and ongoing training from Medical and Mental Health - personnel. 4 1 .._ y' a .• � t t � ti� ,+s.��(• }..,.j d - ay-, t 1. 3, �.''"Y��ti �r 7"hss1*. 1e v"�s 4t £: sx4fy } f h i,.^` t}< kG'y4yx•j, ss „,z,, x ,tiv4',T�,,,' S i2r - ».'s' `,�. .{'='' .k.'�. Task Force Deliberations Page Nine 7. Information Exchange: To facilitate exchange of information among the participating agencies by making known to each agency what information could be communicated from one agency to another. 8. Substance Abuse Coordinator: To pull together the fragmented services provided by agencies serving the needs of alcohol and drug abuse clients (Public Health, Medical Services, Social Service, and Mental Health) . 9. Consolidation of All Substance Abuse Funds: To consolidate under the Human Resources Agency all funds for substance abuse programs for Public Health, Medical Services, Social Services, and Mental Health. 14. Resource Specialist: To maximize the acquisition of federal and state funds available now or in the future for substance abuse programs. Commissioners wanted to know the thinking behind the "administration" of the substance abuse consolidation. Staff responded that the Human Resources Agency already had an Alcoholism Coordinator and a Drug Abuse Coordinator, Recommendation #8 proposed a consolidation of these two offices into one. A Commissioner further stated that the Alcoholism/Drug Abuse Program as it stood had one program under the Medical Director of the Hospital, another under the Health Department, and yet another under the Probation Department. He questioned if this was a plan to centralize all these efforts under one administrative program? The. Task Force members indicated they were trying to streamline the mechanism with the idea of coordinating the efforts between the Hospital and the Health Department to provide continuity of care. Commissioners also wanted to know if drug abuse centers like Discovery House were County agencies. The answer was yes, but project staff was uncertain about just where the funding responsibilities were and.felt that this recommendation would be one of the toughest to implement because of the variety of funding sources. Commissioners asked who would have the responsibility for seeking out funds within the County structure, if this person would be responsible for seeking out federal funds or state funds in only this specific area of drug abuse and alcoholism, or whether the Task Force was suggesting further responsibility for this person under the HRA. Staff said the Grants Unit would probably have expanded res- ponsibilities. Commissioners expressed concerns regarding the exchange of information. They felt there must be some guidelines in terms of how information could be ex- changed, under what conditions this could be done, what use could be made of the information, and what the intent of such exchanges would be. It was further stated 41 •f dE.,?. - ' .S r t+�.. r.rf1% . " t.a i" j h�# 'aStlir�'4 4 S s ��ti l`mkt"'w ti. it 4_1 Si 4`�hi I £, `7E ^i 1 7 Efr rh" lis v5` 4a � ' Task Force Deliberation Page Ten that the Legislative Task Force should work on this problem and recommended that it might require relaxation of some legal restrictions before information should flow. Commissioners debated whether this type of exchange of information might not constitute an invasion of privacy. Staff responded by saying that it had become clear to Social Services and Mental Health and Medical Social Services that there was•a need to develop an information system to provide information to better serve the client, to show accountability, and to insure fundability. Examples were given of how the information system might work and how it could be blocked at certain points from giving out information that would be an invasion of a client's privacy. Staff pointed out that it was as important for the staff of the various departments to be very selective in the information that could be exchanged as it was to the members of the community. It was also stated that all of these aspects of the issue were being taken into consideration by the people who were working on the problem. After considerable dialogue on the advantages, disadvantages, and dangers inherent in an information exchange system, the recommendations were approved. B. Child Care Task Force • This group attempted to define these problem areas in a manner that would be inclusive of service needs of all needy children as opposed to needs determined by social or economic conditions of the parent. The group therefore brought the issue before the Commission for a consensus to call the group the "Child Care Task Force." After the group completed its deliberations, six major recommenda- tions were presented to the Commission for possible implementation: 1. Child Development Training: To .develop a career-oriented child development program as part of the secondary school curriculum of the Richmond Unified School District. 2. After-School Supervision: The City of Richmond, Richmond Unified School District, and the Social Service Department would develop a coordinated service delivery system to provide after-school supervision for older children. 9. ' Child Care Information Center: To provide 24-hour emergency referral service and up-to-date-in formation concerning all child care resources in the community, i.a. programs, kinds of services and vacancies. 4. Related Medical Services: To coordinate available medically related services provided by schools, the Health Department, Medical Services, and the Social Service Department. ti S_ �y ' 't4.*Y.zl: s, : is a ,.'-! u..:..^�`' '. r y' Si4i., ..,1r;1 _YR .i',-'.yt.�a�, -;rC�='+fit z.a..,Y✓'� .rte'..,.'ut �.''y i(,..: �� r 5.a`'�.:3 L'S3jH✓t "' t+-.rc°J ,y $ ;_.t ; .est n _ } 5�n +e., 4'• � 'Y'•:,;+-'r, {wk&!:�s�1'� .�kT�.�!>. 7 r�cik-x�!.alRi��l.-z'`S' K»:k,.s{ ;3�Y1;_Tr.!?t..s{tib :".{... a l"rx,;i, iG.,z..:.r-K.,J,--. nR=+" task Force Deliberations Page Eleven 5. Night Immunization Clinics: To be held in central locations, with all the agencies publicizing and cooperating in getting children and adults to such clinics. 6. Children's Council:* For the schools, Social Service Department, and Model Cities to involve the community in identifying child care needs and de- veloping information and coordinating resources, especially focusing on community needs. The Commission reviewed and accepted these recommendations with the pro- vision that special consideration be given to the needs of the handicapped child in developing the implementation plans for such recommendations. C. Services to the Elderly This group discussed the social, economic, and health needs of the elderly and decided that the elderly were especially vulnerable to isolation and often only able to look forward to becoming more vulnerable in the face of a bewilder- ing array of agencies having to deal with the vital parts and needs of their lives. The elderly therefore needed personal, familiar, and reachable services an a neighborhood basis. The group subsequently recommended a plan to formulate a neighborhood services team to coordinate and integrate services in order to develop a simpler and more personalized approach to meeting the economic health and social needs of the elderly person. . The Commissioners questioned what part the "volunteers" would play in the neighborhood team. It was stated that they would be utilized to cut the cost of the program and to free professionals to do their jobs instead of having to do a lot of clerical work. Commissioners asked for further explanation on the issues of staff turnover and client participation in the advisory committee. It was learned that there had been a lot of talk that the social workers and the public health workers are changed so fast that as soon as the elderly got used to them, there was a complete turnover. The Advisory Committee would include some elderly people, who would help out and stir up enthusiasm in the neighborhoods. In an- swer to a question about what specifically they would advise on, it was suggested that perhaps they would be willing to go around and check to see if there were elderly people who were not being taken care of. A Commissioner commented that an Item to be considered should be that of counseling, since it was among the needs of the elderly. It was also pointed out that the lack of any provision in the recommendations for reimbursement to the volunteers (for expenses such as gasoline) would perhaps make it difficult to recruit volunteers or for them to serve effectively. . It was stated that these volunteers would be working in their own immediate neighborhoods and should not have to incur significantexpenses..; Task Force Deliberation Page Twelve The Social Security Administration was at that time moving into Richmond, 4Pand Commissioners felt they ought to be included on the Allied Services Board be- cause they would be a very strong presence in the area. They also wanted to know what benefit it would be to the community to have a representative from the y Social Security Administration on the Board. It was pointed out that an important reason was the elderly who had been served through Social Services but would now be served by the Social Security Administration. Commissioners felt it necessary to establish liaison with the agency so there would be some kind of re- ferral mechanism to insure that the elderly continue to receive services. It was moved and carried that someone from the Social Security Administration be asked to be on the Allied Services Board; it was then moved that the recommendations on services to the elderly be accepted, and the motion was carried. D. Career Education The Task Force presented to the Commission the problems it had encountered in attempting to deal with the issues of truancy/drop-outs; unemployment of young persons; and lack of vocational curriculum alternatives. It was noted that the problem had been redefined as dealing with the unemployment of young persons rather than being limited to the unemployment of young males, but the group was unable to deal with the problem as stated, since it was attempting to deal with too many issues at once. The Task Force requested the Commission to give it direction as to what to leave out or how otherwise to deal with the problem. It was further expressed that there was difficulty with some of the Task Force members because of their different areas of expertise. Consequently, some desired to take off in one direction while others wanted to go in another, which made it impossible to arrive at a consensus. Another problem they had encountered was that of lay persons on the Task Force feeling somewhat overwhelmed, both in numbers and in level of expertise, by the agency people involved on the Task Force. Staff interjected that oral reports from at least two of the agency members of the Task Force (both of whom were very knowledgeable and articulate as to their own aspects of the problem) did not indicate they were trying to push their own avenues of expertise on the Task Force as the way to go; they were merely saying, in effect, "Help us to solve this dilemma." A Commissioner, on the other hand, stated that there seemed to be an '�,� �Ffiy� "��n.``? '� , � �� t�kti;�: :�' +% "}ha 3 �(,s`'�ir��; ,� 3•,a`g'4?'_si,r .tw„4'cz�_,t,.. .... .. •fir:. Task Force Deliberation Page Thirteen abundance of experts and authorities on the Task Force, making the lay members from the community feel outnumbered and overwhelmed. Staff indicated that it had been anticipated that everyone would attend the Task Forces, and the fact that a number of the Commission members were not attending made for the unequal division. The system was set up in a manner that would have provided for equal representation from both the agencies and the com- munity, with each Task Force member having equal power. One Commissioner indicated that the agency people and the community people on the Task Force must come together and make their own decisions to allow for movement of the process. It was emphasized that there must be a mechanism within the Task Force for making decisions and that bringing these matters to the Commission and saying, "You decide," was, In a way, a "cop-out". Considerable time was given for consideration of these problems. Staff reminded the group that the problems the Task Force was encountering were exactly those that had been foreseen by Project staff (if the problem was made as broad as it eventually became) but that the Commission had nevertheless persisted in combining the three original problems into one problem. Staff recommended that preference be given to the treatment of the problem involving unemployment of young persons and that the problems of truancy, drop-outs, and the lack of vocational curriculum alternatives be considered at a later date. Staff stated that under no circumstances could the project increase its Task Forces to six (due to lack of time and staff) and felt it was important that the Commission make a decision about the direction to take. One Commissioner expressed the opinion that if the Task Force did not wish to make the decision on what aspect of the problem to pursue, then someone, pre- sumably the Commission, would have to decide for them. Considerable discussion took place on this question, and the Commission took upon itself the task of re- stating the problem in such a way that one aspect of the problem would be primary, making the other aspects secondary. It was agreed that from a practical point of view little could be done immediately (because of the economic situation) about young people who were currently unemployed. Thus, it was moved that the Task Force address itself to the issue of avoiding unemployment in the future by con- sidering the problem of lack of vocational curriculum alternatives, which leads to truancy and drop-outs. After discussion on the motion and several rereadings of the motion by the Secretary to be sure it was stated correctly, the motion was carried. z �� +,t � ,� i <+ 4 kr�«� iY;kf�1 � 7;' it,� t:i"� w t�"'� � �' :k:•, .�' �.:».'k.:"k�,t. ,,§ ,��". Task Force Deliberation Page Fourteen The Task Force ultimately brought its recommendation to the Commission for consideration which would provide a Career Education Program to involve the student in understanding and experiencing career alternatives. This would also augment career education in the public school system as a means of prevent- ing truancy and drop-outs. Task Force members remarked that it was their understanding that the recommendation was a pilot project which, if successful, would be expanded to other schools. Staff concurred and added that this recom- mendation was probably the most, outstanding one to come out of the Task Force, in that it would enable the project to work with the schools in this endeavor. To be invited to work with the school district was considered to be new and unique, and the Task Force was to be congratulated. It was then moved, seconded, and carried to accept the recommendations of the Career Development Alternatives Task Force. E. Legislative Task Force This group was expected to make long-term recommendations and therefore did not present a set of proposals for immediate implementation. It did, however, make a preliminary report at the end of the "Task Force phase." One thing the Task Force became aware of immediately in reviewing the Allied Services Act was that the Act gave too much power to the Governor and the Secretary and gave no authority to citizens' groups such as the Commission. The Task Force recommended that: (a),an apparatus for such a citizens' commission be developed that would be acceptable to the legislature, the Governor, and the citizens; (b) sharing of authority should be developed with each of these entities on a.co-equal basis; (c) the statewide Commission for such an organization should be an elected body; (d) when it came to developing a countywide Allied Services. Project, the commission also should be elected; and (e) the county commission and the smaller city commissions should then nominate representatives from their areas to represent them on the statewide commission. The Task Force was also reviewing regulatory concerns and desired to talk to the legislators in the county regarding the Legislative Task Force's positions, its findings and recommendations, and to solicit their support. (To date the replies from the legislators had been very responsive.) The group then would move into the area of examining service adequacy and would be interviewing various heads of agencies for their input. k Feasibility Process Page Fifteen THE FEASIBILITY TEAM PROCESS The recommendations from each of the Task Forces were submitted to the various Feasibility Teams for review, to establish the administrative mechanism necessary to carry them through, and to develop a definite program of work (implementation plan) or operational process. A. Implementation Plan 1: Early Case-finding Pilot Program Anticipated Impact: To identify individuals with an alcohol and/or drug related problem and to provide them with early preventive services. Strategy 1. Effective July 1, 1974, the Richmond Police Department was to initiate a referral process designed to enable police officers to refer individuals whom they believed to have a problem with the use of alcohol or drugs to the Human Resources Agency. Beginning July 16, 1974, the Human Resources Agency was to assign responsibility for receiving the referral card to a service intake unit of the Social Service Department at 100 37th Street, Rich- mond. 2. The activities of the police officers would be supervised by the regular line supervisors of the Richmond Police Department. The functions of the Social Service workers would be supervised by the Intake Service Division Supervisor. The Intake Service Division Supervisor and the Chief of the Protective Division of the Richmond Police Department would be responsible for maintaining liaison and coordination between the two agencies. The agencies to which the cases would ultimately be referred would be respon- sible for supervising their own staff. The Social Service Division Super- visor would be responsible for establishing liaison which would ensure the effectiveness of the referral. 3. Following three months of operation, the Feasibility Team would review the process to determine if it was functioning according to the Task Force recommendation. At that time recommendations would be made concern- ing the best way to continue monitoring the operation. B. Implementation Plan 2: Alcohol Advisory Council Anticipated Impact: A successful council would be able to make the needs of the area known to the Alcoholism Advisory Board and would be of some influence in the decision-making process that leads to the allocation of funds for alcoholism programs. 'u, Feasibility Process Page Sixteen Strategy: 1. This council, representative of, and responsive to, the needs and problems caused by alcohol abuse, would be developed under its own by-laws, elect officers, and function independent of any other body, with _ the exception of the County Alcoholism Advisory Board. The council will develop a working agreement with the Alcoholism Advisory Board as part of its organizational structure. 2. The Lead Agency would encourage active participation of a broad spectrum of citizens by widely publicizing the formation of this local body, which, among other things, would serve as a local communications link to the County Alcoholism Advisory Board. 3. The council's objectives would be to provide education and information to the public about problems of alcohol abuse and about existing public and private agency services. This would include: a. Making available a directory of public and private agency services. b. Establishing linkages with existing public and private service providers in order to serve as a resource in program, educational, and informational development, and c. Actively seeking funding sources for program activities. 4. The Alcoholism Advisory Board accepted the role of the Lead Agency and appointed a subcommittee to initiate and coordinate the program. The sub- committee was responsible for convening the council and for assisting it to become an independent body with linkage to the Board. C. Implementation Plan 3-4-5 - Local Detoxification Anticipated Impact: More effective and more efficient delivery of substance abuse services in West County. Strategy 1. Non-medical and medical detoxification of alcoholics were to be under the auspices of North Richmond Neighborhood House, located in San Pablo, and were to begin operations August 1, 1874. Initially, emergency medical back-up would be provided at Brookside Hospital, with referral to the County Hospital or a convelescent hospital for extended inpatient care. Medical Services and Health Department personnel were to work with the Brookside Medical staff to increase their participation in an extended medical program. 2. A residential treatment center for drug abusers was to be established In San Pablo as part of the Discovery Program and would begin operations on 4 Feasibility Process Page Seventeen August 1, 1974. This center would house only those individuals committed to a long-term program. Detoxification with opiates and motivational therapy would continue to occur in Martinez, using the Discovery House and an outpatient detox center after August first. 3. An information and referral service would make arrangements for Richmond residents to enter the abuse program, the Methadone Treatment Program, or to be referred to Richmond Health Center for detoxification without opiates if the client was not interested in a particular program.. D. Implementation Plan 6: Conservatorship Anticipated Impact: Conservatees would be better able to cope with their situation, while conservators would be able to meet the needs of their clients better. Strategy 1. One psychiatrist and one social worker, assigned by the Richmond Mental Health Clinic, were to work directly with Conservators while Conservatees were inpatients. 2. To facilitate conferences regarding treatment programs for individual Conseriratees, the following procedures would be implemented: a. All Conservatee case records would be coded for immediate identification. b. Mental Health social workers would notify the Conservatorship Unit. c. Conservators would make rounds on "J" ward three days per week, interviewing patients and attending staff conferences regarding treatment and disposition. d. Two conservators with fulltime case loads of West County Conservatees would spend one day each in that area. e. . One psychiatrist and a psychiatric social worker would be available for crisis and other ongoing consultation with the Conservators on an "as needed" basis. f. Basic responsiblity for administration would rest with the West County Mental Health Clinic Chief Psychiatrist and the Social Services Special Services Chief, while management responsibility was with the West County Inpatient Psychiatrist, Medical Social Services Supervisor, and Supervisors of the Conservatorship Units. 3. A one-day conference for those who dealt with conservatees was to be scheduled at least two times to allow all those involved with.patients to participate. 4. The Training Officers of Mental Health and Social Service would jointly develop an ongoing training program which would include-, a. Dealing with difficult patients and difficult relatives. w A _-V Feasibility Process Page Eighteen b. Developing teamwork, i.e. predischarge teams of Social Workers, nurses, doctors, conservators, public health nurses, and others, and c. Training with finances and property of conservatees. E. Implementation Plan 7: Information-Sharing Anticipated Impact: Agencies would function more effectively if those agencies serving the same client had access to relevant information. Strategy: The plan was to compile a list of data elements shared by agencies and to make them comparable and compatible for all the agencies participating in the Allied Services process. The goals of this process were to: 1. Develop a more systematic basis for exchange of client/patient information. 2. Provide easier access to such information among participating agencies. 3. Develop a policy for information exchange procedures which safeguard Client privacy. F. Implementation Plan 8-9-10: Substance Abuse Consolidation Anticipated Impact: The consolidation at the Human Resource Agency level of substance abuse funding (including finding substance abuse funds) and the coordi- nation at the Human Resources Agency level of substance abuse programs would result in more efficient and more effective delivery of services to the client/patient. Strategy: After reviewing the responsibility for developing an Implementation Program for Recommendations 8-9-10, it was decided that total responsibility rested with the Human Resources Agency. Additionally, the time needed to develop the program extended beyond the Allied Services Project's second-year effort. The Human Resources Agency Director proposed the following: 1. That total responsibility for development of an Implementation Program be assigned to the Human Resources Agency (HRA) 2. That HRA staff be assigned to carry through with this effort and relieve Project staff from further involvement. 3. That the Substance Abuse Monitoring Team, the Allied Services Commission, and the Allied Services Board continue to oversee the development of the pro- gram. 4. That as decisions are reached regarding consolidation, the above Project groups were to be informed. , t;r,?! tt 'A##<, y„ .t alp r, Feasibility Process Page Nineteen G. Implementation Plan 11: Career Education Anticipated Impact: The Allied Services involvement would augment career education in the public school system as a means of decreasing truancy and drop- out. Strategy: 1. Each of five Allied Services Project agencies would make available a staff person one day per week to work with the Career Education program at Helms Junior High School/Richmond Unified School District, which was already ongoing with 295 students. 2. The availability of each of the staff persons was to be established and "functional" supervision would be the responsibility of the Career Education Program staff at Helms Junior High School. 3. The Allied Services agencies staff persons would have a wide range of alternative ways to participate in the Career Education program, i.e. classes, ' study trips, inservice training, liaison counseling, resource, screening, curriculum development and evaluation. 9. A team would be formed from six teachers, one counselor, an instructional vice-principal, and the five staff members from the participating Allied Services agencies. H. Implementation Plan 12: Neighborhood Services Team Anticipated Impact: The implementation of this kind of service delivery system would: a) provide services in a more accessible, personalized manner; b) increase self-determination among the elderly in selecting services; c) eliminate the dis- couraging red tape which prevents clients' use of services; d) increase availability of services to the total community; e) assure maximum client input to keep programs responsive; f) decrease isolation of elderly papulation; g) help establish positive relationships between various ethnic groups in the community; and h) decrease fragmentation of services. Strategy: 1 Neighborhood teams were to be organized to function in a given neighborhood on a definite schedule. These teams would be composed of: a) a social worker from social services to provide counseling services and coordinate the overall service plan; b) a public health nurse from the Health Department to evaluate health needs, provide nursing services, and refer for medical "_k sx`..IYSI d'i3 ak7 s '.c..sS. m�,y tk •"e;y - } y- f 't.,. t a y' t 4' i r f K .e r: .u^!.,4, 4 5f ;; G t�4v`W aP.c 45;x, �,� + : q;+: .;F Feasibility Process Page Twenty care; and c) a welfare eligibility worker or Social Security claims repre- sentative from Social Security Administration who would consider income and economic problems. 2. The Social Service Department, Health Department, acid Social Security Administration would staff the Neighborhood Services Team. Medical Ser- vices, Mental Health Services, Model Cities, Police, Schools, and Probation would make staff available to act as consultants to the team on an "as needed" basis. 3. The sites selected included Kidd Manor, Shields Reid and the Presby- terian Church (35th and Barrett) to serve an estimated population of potential clients of 2,850 (elderly citizens over age 55) . 9. Administratively: a. The Social Service Department as lead agency would publicize the team services, provide administrative supervision, provide a social work supervisor to coordinate the project and facilitate interagency communication on a continuing basis. 5. Community involvement will be assured by the participation of advisory boards from the two congregate meal sites, Shields-Reid and Kidd Manor (organized by the Nutrition Project) , and the team would take responsibility for developing a board composed of residents from the area who were Parti- cipants in the recreation program at the Presbyterian Church site. I: Implementation Plan 13: Child Development Training Anticipated Impact: More effective and more efficient delivery of child development education in the Richmond Unified School District, oriented to meet the needs of those who may become parents as well as those who may be employed in child care occupations. 8trateW: 1, During the 1979-75 school year Allied Services agencies would provide supportive and advisory services to the Richmond High School Child Care Aide Training Program. These agencies would assign a person to provide resource information and effective liaison. 2. Early Childhood Education credit would be offered to high school*seniors by Contra Costa College for special workshops, conferences, and courses. 3. Thirty high School students in grades 11 and 12 would participate in the program. e �� zt�i� � ria.*ESA:v'�,}:r i}.�„"�3.`y"yc�,s:tk:+,'k�"�a` ;'s"§�S�,k'.`t�<,$-�: 3xN�v'". ��1iTC•i�'a£�r 4` hy'�'X`�'c�#*�,y tT,3'� tF :� 3/f�� "t1.5�`n ��'tt'�' ra`a....�q.�+z�� �4:tic: �.a Feasibility Process Page Twenty-One 4. The Allied Services agencies: County Health Department, County Medical Services and County Mental Health Services would each designate one staff person to participate on the existing advisory committee and to serve as a resource person to the advisory committee chairperson. Advisory Committee composition: the class instructor as chairperson, the principal, vice-principal, Director of Vocational Education, the Home Econo- mics Department Chairperson, the supervisor of counseling and special projects, a parent, the Director of the Richmond Children's Centers, the Director of Contra Costa College Early Childhood Education Program, Social Services' Day Care Developer, and a Day Care Licensing Worker. The Com- mittee would be expanded to Include: a student currently enrolled, a repre- sentative of the secondary PTA council, and a representative of the PTA Elementary Council. 5. Administratively: a) the instructional vice-principal at the high school would supervise the program; b) the teacher would plan and develop the curriculum, keep attendance, coordinate records, and convene the advisory committee; and c) the advisory committee would provide the interagency communication and liaison services to assist the teacher in reaching necessary resource persons for her'program. I J. Implementation Plan 14: After-School Supervision Anticipated Impact: More effective and more efficient delivery of after-school supervision to children 11 to 16 years. Strategy Not developed, as recommendation was determined to be infeasible without new money. K. Lmplementation Plan 15: Child Care Information Center Anticipated Impact: None stated. Strategy None developed, as'the recommendation was not examined by the Feasibility Team because of the time constraints of the Project. It was instead deferred to the West Contra Costa County Children's Council, which planned to make the development of such a center a priority of business. V NZ tv% V *P Feasibility Process Page Twenty-two L. Implementation Plan 16: Night Immunization Anticipated Impact: To provide a more efficient and effective delivery of immunization services to children and adults. Strategy: 1. Set up a night clinic to coincide with the opening of school and late registration. 2. The immunizations would be provided by Health Department personnel (three clinical nurses and two physicians) , and would be held in the clinic area of the Richmond Health Center (first floor) at 100 - 37th Street, from 5: 00 to 8: 00 p.m. PTA volunteers would assist at the clinic. 3. Publicity for the special clinic would be handled by: a. Richmond Elementary Council, PTA, in the PTA Newsette; take- home flyers in 24 Elementary Schools in the Richmond, El Cerrito, and the Kensington area; and articles would be submitted to the "Post", Richmond Independent, and the. Community Calendar. b. The Richmond Unified School District would support the effort through the take-home flyers by the children in the schools and providing infor- mation to Social Service workers in the area so referrals could be made. • c. The Health Department would announce the clinic hours in the Richmond Independent and the local throwaways. d. The Social Service Department would notify Licensed Day Care Parents of the Special Clinic. 4. Administratively, the Public Health Medical Services Division of the County Health Department would supervise and coordinate the pro- gram and tie it in to the Department's ongoing Communicable Disease Control Program. A record of immunization would be given to the .individual immunized, and a tally of attendance by age and type of immunization would be made by the Health Department. M Implementation Plan 17: Coordination of Related Medical Services by the Health Department and Social Services Anticipated Impact: More effective and efficient delivery of health services to children by freeing staff time for services to an increased number of clients per unit time and reducing unit cost. l f' �' z a, x ' ! t � ?rt x3 r 1, }+, ��.AG �" k� (, +7L�Yvc c1 zf.t� ��x pis .+, rA ,f'`r`k ,���, r„^ea �•'4 v. �" q u 'Fa a'µSe.,niF�r,'-,,.h e's;i'�-' k+t-. 4i�t'+�5? 4%5�• �°°`.�(�� .u'3:3�.y��3-.,r:d� � �e >�5 �...F :a.� �+�. 3i IP �.f�.�',r +{E.�.l ex1'tk�'c��t �'`;",d��d t; '} -,r. Feasibility Process Page Twenty-three Strategy: In response to legislation enacted in 1973 (Assembly Bill 2068) , the Board of Supervisors on October 8, 1974, approved a recommendation of the Human Resources Committee that the responsibility for the County Child Health and Disability Prevention Program be assigned to the Human } Resources Agency, which would be responsible for developing a countywide program plan. If carried out, it would satisfy the intent of the plan. N. Implementation Plan 18: Childrens Council Anticipated Impact: More effective and efficient utilization of child care personnel and facilities in West County. Strategy: 1. The schools, Social Service Department, and Model Cities would support a children's council to involve the community in identifying child care needs and developing information and coordinating resources, especially focusing on the community needs by providing staff to develop and support the existing West Contra Costa County Children's Council. 2. The Children's Council would eventually be officially recognized by the Human Resources Agency of Contra Costa County and by the cities of West County as the organization to coordinate the dissemina- tion of child care information in West County, and would eventually address the problem of lack of adequate child-care training by assessing the need and developing the capacity to meet that need. 3. Administratively, the Lead Agency, the City of Richmond would: a. Help the Council seek sanction as an official advisory body; b. Provide necessary staff time to help the Council coordinate resources; c. Provide necessary use of a planner's time to write a formal proposal; d. Provide some clerical time; e. Send a representative to Council meetings monthly; and f. Ask for periodic reports from the Council. . ,:�cSt S s t 1s .. ,3t... .'.�,.F "yi_.�TF,4:+ ,hK 53�E rf,a,,i,*fk.,=s�,>'•x, rfi �r, ,tYy ti,. .yaXs .': asS;p�l -i ' y{,k'`C , '�; *..8° 5 ' f,.�Y Implementation 6 Monitoring Page Twenty-four IMPLEMENTATION AND MONITORING A. EARLY CASE-FINDING: On July 1, 1974 a Police Department Order was issued advising police officers of the referral procedure to use. On July 15, 1974 the Human Resources Agency designated the 16 R Unit of the Social Service Department and one Social Worker in particular to receive referrals and process them. The Social Worker assigned met with each team of police officers to explain the process, purpose, and anticipated effect with the exception of the 11 p.m. -- 7 a.m. shift; and by the end of the October 1974, six (6) referrals had been made, with three (3) referrals responding positively. Some of the problems/deficiencies/barriers reported in October 1974 in- cluded: 1. A small number of referrals; 2. The P.D. was short-staffed, with high turnover, and young patrolmen did not see this assignment as meeting their needs. 3. Personal contact between Social Worker and Police teams had not • taken place for the 11 p.m. -- 7 a.m. shift. 4. The plan to have the Feasibility Team reconvene had not taken place. It was decided at the December 1974 Allied Services Board meeting that: , 1. There would be continued contacts between Social Service and Police; 2. A video tape will be produced to demonstrate the value of the service and to provide the needed information to the teams that had not yet been approached; 3. The referral process would be kept alive by continuing the special Social Service assignment and by providing feedback to the referring police officers; and 4. Attempts would be made to reconvene the Feasibility Team. ,,, { .S's'fd'f': '4S i,It' ? S s.%ij"R['r.:• ;''4-fit r K,1 r Y??:7) , �,�. �• F�sa `•�k,� �' � Sk.�.' '''z�Xv �:Ma���?�.*��. .�.,?.� t,� Implementation 1i Monitoring Page Twenty-five At the Allied Services Board meetings of 12/19/74, 5/19/75, and 6/26/75 and at the Joint Allied Services Board/Allied Services Commission meeting of 6/17/75, there was considerable discussion between the Richmond Police De- partment and Social Service Department heads concerning the problems in the Early Case-Finding program. In general, it appeared that.Social Service was prepared to receive and process any referrals, but motivation of the Richmond Police Department field personnel was difficult because of staffing and training problems. The Richmond Police Department agreed that Social Service had been cooperative and indicated a willingness to continue to attempt to stimulate referrals from patrolmen in the department. At the October 75 Commission meeting the Chairperson of the Substance Abuse Task Force reported dissatisfication with the program and stated it was not being carried out as intended. The Task Force felt the plan had not been successfully implemented and suggested follow-up, because the Richmond Po- lice Department needed more training in carrying out this type of function. The Task Force decided to check with the Richmond Police Department, and with the Social Service Department, to find out how many referrals had been made and what steps were*being taken to implement the recommendation. At the November 75 Commission meeting the Task Force Chairperson had no positive results to report from his investigations. He had contacted the Police Department and reported that only about six referrals had been madi in the previous six months, all of which were made on an informal basis without using thi prescribed forms. People were merely referred to a detoxification center, and no records were kept. The Social Service Department reported the same thing and stated that their staff was shrinking due to lack of funds. During the October 1975 Allied Services Board meeting, the Police Department said the policemen preferred the informal referral mechanism and indicated that the same results had been, obtained in a similar Pittsburg, California, experience. Additionally, the video tape that was to be made for training purposes was never accomplished. B. Richmond Alcoholism •Advisory Council On January 7, 1975 the first meeting of the Council was set: 1. Publicity was organized: 2. a tentative agenda drawn up; and 3. an acting chairperson for the first meeting was designated. W Implementation 0 Monitoring Page Twenty-six The problems/barriers/ deficiencies observed were: a. a lack of enthusiastic participation as the commitment indicated; b: the schools, Probation Department, and Mental Health Services had failed to have representation at the steering committee meeting; and c. specific assignments and responsibilities had not been delegated within the steering committee. It was decided that representatives of the agencies would be contacted to advise them of the responsibilities committed by the agencies and making sure the written program was made available. Clear assignment of tasks was to be delegated to the steering committee members. At the Allied Services Board meeting of May 29, 1975, it was reported that the first meeting of the Council had been held, officers elected and by-laws developed. The three members of the countywide council continued to be active but one problem existing was that Council members had full-time jobs and needed staff support to pursue the original intent. The city of Richmond, as Lead Agency, was asked to consider the possibility of providing that support. At the Joint Allied Services Board-Allied Services Commission meeting of June 17, 1975, the city of Richmond felt it would be able to provide staff support but stated there was a problem of depleting funds and expanding needs. At the October 1975 Commission meeting the Task Force stated it was satisfied that the intent of the recommendation had been met and staff support had been pro- vided by the City of Richmond. C. Local Detoxification 1. Information and Referral: At the December 1974 Board meeting it was reported that the information and referral service was still operating in spite of difficulties encountered. At the peak of performance, the Service was handling 100-125 contacts per week. Staff members from participating agencies had gone through a training program, two (2) from Mental Health, one 11) from the Methadone Treatment program, one (1) from the Health Department, and eight (8) from Social Services. Some of the problem s/barriers/ deficiencies described included the dwindling of staff by the Allied Services agencies committed to conducting the program; Men- tal Health staff trained for the program, with the exception of one, had never participated; the Methadone Program staff assistance was limited and sporadic, and Social Services staff had been reassigned. No coordinator had been assigned and the Center Director had not been able to do the Job effectively because of other fs tN" Implementation 5 Monitoring Page Twenty-seven responsibilities. As a result of the lack of coordination, expertise, and follow-up, the contacts from clients had dwindled and the equipment essential to operations, which had been stolen from the center some months earlier had not been replaced. At the June 1975 Commission meeting, it was reported that the alcohol detoxification center was achieved; the drug detoxification center was not. The Lead Agency (Mental Health Services) indicated there had been 120 calls for that reporting period. Of the 33 recorded on switchboard data forms, 33-1j3% represented four of the five major crucial areas: Drug Awareness, Detoxification, Crisis, and Referral. Of the recorded calls, the approximate ratio of male to female was 3: 5, of youth to adults, 1: 15. Discussion relative to the staffing problems included whether effective outreach was possible with the CETA staff under the circumstances. Mental Health, using CETA employees, was the only agency that had provided staff; the Health Department indicated it was meeting its commitment through the services of an Alcohol Rehabilitation Counselor. Social Services and Mental Health Services were to be contacted relative to staff support. 2, Local Drug Detoxification: At the October 1974 Commission meeting a status report was presented by the Chairperson of the Feasibility Team. He reported that, although none of the recommendations were feasible under the Project constraint of "no new money," several of the recommendations would be implemented with "new" money made available from State funding sources. It was reported that the nonmedical Alcoholism Detoxification Center was in operation and was getting good cooperation from Brookside Hospital in pro- viding medical backup. No residential drug treatment facility had been located, but the Richmond Redevelopment Corporation site had been considered. The corporation did not wish to be just an advisory body to the Discovery program but would want to be actively involved in the operation of such a facility. The search was to be expanded to include other than West County sites. It was suggested that the Commission make its recommendations known to the Richmond Drug Abuse Council and that the Commission should involve itself in the process to determine the priorities for use of drug and alcohol abuse funds. It was suggested by staff that the Commission designate a subcommittee to write a letter to the Richmond Drug Abuse Council advocating it stand for giving funding priority to a West County drug treatment facility and a medical detoxification facility. After some discussion, the Commission decided that the / n ,+r ,j Irkiz' w*pn;�`'1 r S.'A �"1" 'n• i� Implementation $ Monitoring Page Twenty-eight Substance Abuse Monitoring Team was the appropriate subcommittee to carry out this function. At the June 1975 Commission meeting it was questioned whether or not the referral program was a viable one in view of the limited services to which clients could be referred. The chairman of-the Mental Health Advisory Board stated that if funds were found, the MHAB will be happy to support the program. The Direc- tor of the Human Resources Agency stated that if the community wanted input in this area, it should begin to get involved in the process for next year. Mental Health operates on such a long-range lead time that it was already beginning its process for the 176-77 fiscal year. Reference to the memo dated November 14, 1974, in which the Commission asked for support for the plan that had been de- veloped, revealed that the memo in question had been sent to the Drug Abuse Board for follow-through. It was also pointed out by the Mental Health Represen- tative that the detoxification center at the County hospital was getting started and would be going soon. The problem was that it would be in Martinez rather than West County; however, that was better than clients' having to go to San Francisco as was presently the case. The commitment made by the Allied Services Board to support establishment of a detoxification center in West County was reiterated. The group was reminded that it had been decided that both the Commission and the Board would approach the two bodies involved to secure support for the plan, and that step had not yet taken place. The Director of HRA said "unless a chunk of money drops out of the sky" and unless the Drug Abuse Board and the MHAB decide on the Center as priority, nothing would happen. At the October 1975 Commission meeting, the Task Force reported its dis- satisfication with implementation of the recommendations but felt there was nothing much it could do about it. The Task Force did not achieve its recommended medical detoxification center for drugs but did get a medical detoxification center for alcoholism at Brookside Hospital. The information and referral service which was provided in lieu of the medical detoxification center for drugs in West County was not an appropriate substitute, as there was no place in West County to refer persons needing medical drug detoxification. The matter had been discussed at the September 1975 Allied Services Board meeting, at which time it was made clear that the Task Force was dissatisfied with the implementation of the recommendation. r S}y".a cwF 5 '.Y si • tlP ih `� > urh � i#fig ,TQ,",x}+ #` '",a 4 t.S;t? Y c`''V 4''. .i*.�� id`i �t{��( � �'4Sf.. �'yi JtiG u� �.�4 ,:# -4;.`t�st t$'^•rY yr. -� 4�.yr a k*.. - -Y_,-` t � -". a k4. =,�' 1 w �" F, fk�yS�y {��t=� ,Y�k b. - "n .�,gC� s.i,_ � � Implementation & Monitoring Page Twenty-nine The question of the need for a medical drug detoxification center in West County had never been an issue; rather "funding limitations" and profes- sional preferences had precluded implementation of the recommendation. D. Conservatorship At the May 1975 Allied Services Hoard meeting, it was reported by the Lead Agency that hospital care records for Conservatees had been coded for imme- diate identification, and a Mental Health Social Worker was notifying the Conser- vatorship Unit when a Conservatee was admitted. The social worker for the Conservatorship Unit was making rounds on "J" Ward, attending staff confer- ences, and serving as fulltime liaison between the two departments. Consulta- tion was being provided by a psychiatrist and a psychiatric social worker, assigned by Richmond Health Clinic, for conservators. A workshop had been held on October 9, 1974 for all staff who deal with Conservatees (Social Service and relative Conservators, Mental Health staff, legal-judicial, and law enforcement representatives, and board and care operators) , Several problems were noted: The original plan provided for 2 Conservators with fulitime West County caseloads to spend one day each in West County. This had been discontinued because of the increased workload in the Conservatorship Unit and the need for workers to accept cases from other areas of the County. Some of those questions raised by workshop participants required legal inter- pretation and necessitated meetings between the Mental Health Program Chief and a Deputy from the County Counsel's Office, but the meetings had been delayed because of other commitments. Ongoing training, as described in the plan, could not occur until the training needs had been determined. It was suggested that the Conservatorship Units examine the possibility of assigning all West County Intake to one or two workers (rather than on rotation as was being done) in an attempt to meet the commitment to having staff avail- able in West County on a regular basis. Regarding the need for meetings be- tween the Mental Health Program Chief and the County Counsel's representative, plans were in process for a specific appointment within the following month, At the June 1975 Joint Commission-Hoard meeting, the Lead Agency reported that a follow-up meeting had been held, and most of the answers for questions from the workshop had been obtained. Suggestions had also been received 1 G ,..� �iY"Cx;k�.r,� '�'�`.''sa'Ts.'�a ' ' a .r-.4r ,pan-��,1"^tfi�s:".�h��, ,'�`��.4}.a4s,:zr.+., ni.'*.c..z',,,".`�-(.'�. .. .r.-,�� E.•.,s.:`a. .. .$`:�fis' Implementation & Monitoring Page Thirty as to the type of continued training desired. The Conservatorship Unit also had a worker for 2-1 days per week working closely with conservatees on the ward and with staff on the psychiatric wards; great changes in communication had been seen as a result. However, due.to a lack of conservatorship staff, no conservators - are housed in West County; it was too far away from the courts for them to be stationed there. Discussion ensued as to whether the agencies involved were sufficiently committed to the program to ensure its continuation. The Lead Agency ex- pressed the opinion that all the Allied Services agencies were committed to the concept. The County Counsels office needed to be more involved, and attempts would be continued to maintain contacts there. At the October 75 Commission meeting, the Task Force stated it had hoped that direct service could be pro- vided to conservatees in West County. Even though that part of the recommen- dation had not been achieved, the Task Force felt for the most part that the intent of the recommendation had been met. E. Exchange Of Information At the September 1974 Commission meeting it was reported by the Joint Monitoring Team (Legislative Task Force -- Substance Abuse) that when they began to work together as a Monitoring Team the Feasibility Team was heading in the wrong direction, which led to delays as the Joint Monitoring Team worked to get back to what it saw as the intent of the Task Force. Other delays were caused by the vacation season, etc. Therefore, some of the agencies involved had not submitted plans on how they intended to carry out the program. Plans had been received from the Health Department, Probation Department, Richmond Police Department, and Social Security; they were included in the Implementa- tion Program. Many technical questions relative to the legalities of information sharing remained unanswered. The Joint Monitoring Team recommended that the Feasibility Team continue its work to resolve these questions. The Chairman of the Feasibility Team was asked for his comments relative to the Implementation Program. He stated that the Team had submitted its Implementation Program and was no longer in existence. He said he therefore saw no way in which it could conform to the desire of the Joint Monitoring Team to continue the work. The Feasibility Team felt it had discharged its respon- sibility and was no longer in business. Therefore, it proposed to the Commis- sion that it take the program as received, since the Team had done all it could do. After some discussion, the Commission recommended adoption of the � �� t � a i iP v s� a0,1� i� t +P L •' �" �u k p .�� ttr^n�r 4;¢ , i;Y.k�� CS.�' a'�'fAa'ksX t3 4 r a . t - t %i'` 3 a r L rir„�{F'rt .g,� r:' ?; �'.,e,¢�k'+�. "�'H at��1s*�''��;�l�y:�Y'� �ryY�n�' a''`czL,k'F�, "c �€"'3�' ..,N� a+,J�• �t 'yy, .__ Implementation ff Monitoring Page Thirty-one status report with a recommendation to the Board that the Feasibility Team be given an extension of its time frame in order that the work could be completed. It was pointed out by project staff that the Task Force recommended that methods by which information was shared should be known and under- stood by each agency. The intent of the Feasibility Team had been to provide a method by which each agency could inform another agency as to how it exchanges information. When the Monitoring Teams became involved, a problem developed because the issue of confidentiality was raised. The Legislative Task Force felt the form as developed should insure that the methods used would be within legislative controls. Staff felt a problem had developed because the Joint Monitoring Team began verging over into the area of Implementation rather than remaining in the area of feasibility. Staff agreed with Mr. Levin that the Feasibility Team had discharged its respon- sibility as far as it could go. From this point on the problem would be addressed only by persons who are more knowledgeable in the area of legis- lative constraints and controls than the members of the Feasibility Team. It was emphasized by the Legislative Task Force that whatever system is developed should at the same time insure confidentiality and consumer pro- tection. The Director of HRA suggested contacting the Chairman of the HRA Confidentiality Committee since that committee on confidentiality had gone over much of the same ground and would probably be able to lend some helpful insights into the problem. It was pointed out that many of the people on that committee were also on the Feasibility Team- At the October 74 Commission meeting it was reported by the Joint Monitoring Team that since the Feasibility Team had_ disbanded itself, the Commission requested that the Allied Services Board reaffirm its commit- ment to fulfilling this recommendation by continuing the Feasibility Phase. It had also been suggested at the September 74 meeting that the Project staff meet with the Joint Monitoring Team to clarify intentions. The result was that the Allied Services Board extended the Feasibility Phase through Jan- uary 31, 1975, in order to try to complete the exchange of information pro- gram to the point of implementation. Each agency was to designate a person to work with the Joint Monitoring Team and the Implementation Phase would take place in a different time frame from the other implementation programs. PO0 R Implementation & Monitoring Page Thirty-two At the June 1975 Commission meeting staff reiterated that the recommen- dation came out of one little statement by the Substance Abuse Task Force to the effect that "it would be nice if better communication could be facilitated among the agencies." Background information regarding the decision to create a Joint Monitoring Team to pursue the matter was given. The Joint Monitoring Team was still meeting in an attempt to get clear policy statements from the Social Service Department. New legislation had been enacted which needed to be interpreted in order to make a response. The problem of confidentiality had caused the program to be a much bigger task than anticipated. All agencies except for Social Service had submitted their plans, which were being held in abeyance until the material was received from Social Service. The Joint Moni- toring Team had sent a letter to the Director of the Human Resources Agency expressing concern about the delay. At the July 1975 Commission meeting it was reported that,no progress had been made. The Joint Monitoring Team had met with the head of the Task Force working to develop the Social Service plan. Information received from him was that, because of the new State laws relative to Title XX and the delay in receiving guidelines regarding their implementation, Social Service was unable to pro- ceed with its plan until they were received. The Monitoring Team expressed con- cern that it would probably be waiting around for the life of the Project for the plan. The Monitoring Team felt it crucial to have more discussion, and perhaps some rethinking, on what the Monitoring Team should do. In the interim it had secured a copy of the State Plan and distributed copies of a summary of that plan to Commission members. Public hearings on the plan were to be held in San Francisco on August 1, and the Commission was advised to get together regarding a presentation for August 1 if they desired to comment on the plan. The Commission discussed how to move ahead. The Social Services Direc- tor said he did not see the delay as being due to the State Plan; he felt it was due to the complexity of the various types of programs in the Social Service Department. He offered to go back and check into why the Social Service office felt it could not move forward and added that he knew Social Service staff was finding it difficult to come up with a simple statement on information exchange. The Joint Monitoring team said if efforts were made just to determine where the problems were it would be a big contribution. It was agreed that the problems involved were difficult and cut across many lines. .2'. �' e•?t� =q.�✓��t<�k�°',d.e :"a �":e'�, ��G 1U.t..k�Y.sk"^�;tV;-'"ic`i�'�ip��j':�3,".t ���F 3z��S3r�t�A.�{F))Y'{{{�, i/;',,.y s c2� .5f'�'Kf�,t,§` t �, � �,, .. Implementation & Monitoring Page Thirty-three . The Monitoring Team said it did not require one guideline for Social Services; if fifteen guidelines were necessary to cover the entire department, they would be accepted. Social Service staff stated that one of the problems was that the committee was too high-level, in that many of the members were involved with adminis- tration, and their time was taken up with administrative detail. First-line supervisors were normally responsible for dealing with these issues con- tinually. It was suggested that this could possibly be taken up at the district Social Service staff meeting the next day. The problem facing the Joint Monitoring Team was that of waiting for some- thing to monitor, and some of its members expressed an interest in sitting with the Task Force. It felt the issue was so important that something needed to be done about it. Staff reminded the group that the Social Service Department has its own advisory group, the Family and Children's Services Advisory Committee, which was also interested in Title XX and had the same types of concerns the Commission had regarding the information system. It was suggested that the Commission make immediate contact with that Council and make a presentation to it to solicit is support. Perhaps with them or through them the effort may be carried out. (See Addendum Legislative Task Force Report) . F. Substance Abuse Consolidation In May 1974 the Feasibility Team reported that legislation had been passed by the State which, effective January 1, 1975, required the establishment of a separate Office of Alcoholism in the County, which in effect precluded the depth of consolidation initially recommended by the Task Force. Subsequently, in September 1974 the Commission was advised by the Director of HRA that in light of the new legislation, total reponsibility for developing an Implementation Program for Substance Abuse Consolidation rested with the Human Resources Agency. Additionally, the time needed to develop such a program extended beyond the Allied Services Project's second-year effort. At the June 1975 Commission Board meeting, it was reported that since the recommendation was deferred to the Human Resources Agency, the Director of Mental Health had been delegated responsibility for drugs and alcohol. Even though the Substance Abuse Task Force had recommended that drugs not be splintered off from alcohol, the Director of HRA indicated that new legislation +l sr r,' { :V 'Fj § �'_.�� 5.s ar..S' s rt t' f cam,'.�..k zr `1•`q "S-"`• c+ fi `,,3 }:fii ,c.y'1:Vn''�"#z33� t1Vt3+t*�,-::yo- _`9:,aa(s•ss :.'y,,:'t..>" t'i $'27t4'S'o ''.'.' `�4+ 1n4 F1 cy ..£, 't' y.•., 4 ,;" ,'�7�'i.Trr."•.' ?;r' Y.�J;k.� <;�,7.£';S:iga;;Y. Implementation $ Monitoring Page Thirty-four being proposed in Sacramento would require a splintering off, with split administration, split staff, etc. There was a considerable difference of opinion as to whether it was a good bill or not, and the Chairperson of the MHAB stated that anytime there is a splintering off, there are problems. Mental Health was reported to be attempting to defeat the legislation. At the October 1975 Commission meeting the Task Force reported that this recommendation had been taken out of its hands because of new legislation effective January, 1976, which mandated a splintering off of alcoholism programs. A separate alcoholism office must be set up and funds would no longer come out of the Short-Doyle Act but would come out of a separate fund with a separate administration from the current set-up. The consolidation recommendation was not accomplishable, but it was hoped that the office on alcoholism would be a part of the Drug Abuse and Alcoholism Coordinator's responsibility. The Task Force recommended that as much coordination as was legally possible should be undertaken at the County level. It was reported at the November 1975 Commission meeting that the Director of HRA at the Allied Services Board meeting stated that even though new le- gislation required splintering off of alcoholism funding, that did not mean that coordination of programs could not-take place Therefore, the Commission's re- commendation for coordination at the County level was still possible to achieve. G. Career Education It was reported as of December 1974 that an operational program existed, with Allied Services agencies providing staff to augment career education ser- vices at Helms Jr. High School, and that a trust relationship had been developed between teaching staff and the persons assigned by the agencies. A Problem Resolution Model for the 1974-75 school year had been established and an Asses- went Model for evaluation was also set up to be used for that school year. Func- tional supervision by school administration had been installed for the 1974-75 school year, and records were to be kept by the school. The school adminis- trators were reported as being pleased with the services provided. Some of the problems/barriers/deficiencies mentioned included the lack of available information on the actual number of hours being contributed by agency personnel or the numbers of persons served. The Social Worker from Social Service had dropped out of the program unexpectedly and it was associated as being due to a failure in utilizing the Problem Resolution Model. The Assess- went Model had not been utilized at that;time'. 0 ' r .;7 '" , ,!°"�a'1`•:i'C a �* t.: ..�.t '4 �t 3 i a '�;�e '�`"�',�.,a'i �RYC���:n��'..k:�k'. =-5.�:.5�.. Implementation 6 Monitoring Page Thirty-five It was suggested that if agencies are to continue to use staff in specialized assignments, some records must be kept to lend credence to the use of staff time. The information must also document whether the services provided are within the specific functions of the agencies. The assessment team was to develop recordkeeping methods if necessary and to discuss whether the Problem Reso- lution Model might be used more efficiently. Agencies involved in this program were to be made aware of the Assessment and Problem Resolution Models, and if there were problems with their staff, they were to contact the instructional vice-principal of Helms Jr. High School. A representative of the Richmond Unified School District pursued the problems outlined in the Compliance Review and reported to the Allied Services Board on 5/19/75 that the school contact person felt the program was doing well. However, the Social Service representative was still not participating, and the Probation staff member had dropped out because of program cutbacks. A representative of Medical Services reported that both the Medical and Mental Health representatives were not planning to return to the program the following school year, because they felt their services were not valued. At the 6/26/75 meeting of the Allied Services Board, it was reported that the contact person for the schools had pursued the issue of the return of Medical/ Mental Health staff and had been assured they would continue in the fall. Social Services was not sure about the return of their staff person to the program and indicated that when the knowledge of the next year's budget was known this could be discussed. At the October and November Commission meeting it was suggested that the Career Education Task Force visit Helms Jr. High School to see how the program was being carried on. It was suggested that it would be a good idea to have the Career Education Program carried out at the high school level as well as at the junior high school level. Having talked with the Career Education staff at Helms Junior High School, it was reported in December 1975 that the program was encountering serious problems due to insufficient staff to keep it going-except on a part-time basis. The school was still providing some staff and at.the time it was not known when the next meeting would be held. Meetings were not held regularly (maybe a mating one month and then none for two months or more) . t .i:, d i ti d r.. i..�e F t t. ; v tt t Sd sw �.l �'�'t�c•` s�.��'t Implementation 6 Monitoring Page Thirty-six H. Neighborhood Services Team In January 1975 it was reported that information and referral services had been provided to the Senior Activities Center at Richmond's First Pres- byterian Church during the pre-test period and four weeks into the Implemen- tation Phase. A permanent linkage was established so that people using the center knew whom to contact for help. The services were terminated by agreement with the activities director because it was decided there was no further need. Shields-Reid and Kidd Manor Nutrition sites continued to receive a limited amount of service time from Social Services and Health Department because of the interest of the staff persons assigned. Implementation had not gone well because it was determined by the team that the population served by the Nutrition Project was not in need of the same services generally considered by the agencies to be priority, i.e. , services to the home- bound, to the severely ill, or to persons in need of protection. Being out in the community did not appear,to increase the number of "priority" referrals since most referrals of this nature were generated by hospitals, doctors, or occasion- ally family members. Neighborhood on-site staff had not been brought together to form working teams, inasmuch as workers assigned to this program had been given other assignments with higher priority. It was suggested that the Lead Agency call a meeting of the Administrative Review Team (as described in the Implementation Program) to report these findings. The group was to determine what segments of the program could be implemented, rewrite the program to fit current feasibility expectations, and report to the Allied Services Board the results for approval. At the Allied Services Board meeting of May 29, 1975, it was pointed out by the Lead Agency (Social Service) that the program had received regular weekly participation of Social Security staff. They found that a major barrier in the program was that people who came to the team sites were not those that Social Service was geared to assist. The conclusion of the Board was that Social Service should take responsibility for setting up meetings with the other agencies involved to review the team concept. At the July 1975 Board meeting it was reported that all departments, in- cluding Social Security, were participating in the program in on-site field services. A complete range of field services was offered to the clients at these sites, but geographically defined caseloads had not been estab- r i k.,,. r' - c kl 4 ,.. �.h( tj•tfi r y ''L�, "la •,3 '3s#k rN tY'i i' �'"^ " ��.fs��' '# #tr�; `4�y '. " � ,_,-,�9- -a-,c � Implementation & Monitoring Page Thirty-seven lished by Social Service staff because of internal changes, and use of func- tional basis for workload organization. The Presbyterian Church received on-site services from Social Security two hours per week. Shields Reid re- ceived services from Social Service one hour per week, Public Health one day per month, and Social Security four hours per week. Kidd Manor was served by Social Service 1i hours every other week, Public Health two hours a month, and Social Security (San Pablo contact station) one day per week. The Lead Agency reported that the experience with on-site services had been useful in determining community needs and effective ways of meeting these through service programs. For example, while Social Service and Public Health time was not well utilized at the Presbyterian Church site, the Social Security-representative had continued to provide information to a large number of people each week. While some Social Service and Health Department time was provided at the other two sites, the need for flexible scheduling was apparent from the uneven volume and variety of services requested. Experience with both the on-site and field portions of the program in- dicated that the "treatment" model team was not feasible because of adminis- trative problems and the variety of client needs; rather, a well coordinated and easily accessible service system was seen as a more viable goal. To achieve these goals, it was suggested that more work could be done in the future to insure that staff is knowledgeable regarding programs and that procedures and methods for conferencing complicated cases involving more than one department be publicized and utilized more fully. (Medi- cal Social Review Team and the Health Outreach Team were two inter- departmental groups where this was being done.) It was suggested that coordination of the program be upgraded, and plans were underway to implement quarterly review meetings, effective August 20, 1975. An on-going group would take responsibility for information sharing and would continue to discuss other ways of achieving the appro- priate goals. One specific idea to be considered was the use of traveling information and referral teams to various community groups to acquaint them with services on an ongoing basis. Social Security was already using a bus for I Implementation & Monitoring Page Thirty-eight this purpose in the San Pablo area, and Social Services and the Health De- partment could consider joining with them to provide a limited amount of outreach information and make referrals. It was further stated that the ini- tial idea of the team to serve the elderly did not seem feasible; however, better ongoing coordination between departments and the opportunity for interdepartmental and agency case conference did seem feasible. At the November 1975 Commission meeting the Task Force reported that the original concept as planned had obviously not worked out. Social Security was spending two hours per week at the Presbyterian Church. The Social Service Department provided two hours a week, the Health Department one hour per month, and Social Security five hours per week at Shields-Reid. At Kidd Manor, Social Service was spending 1-* hours twice per month, Public Health J hour once per month, and Social Security was there every weekday from 9: 00 a.m. to 4: 00 p.m. It was reported that this program.had been discussed at the Board meeting, and it was the feeling of the agencies that the learning experience could probably be utilized in planning future programs. A member of the Task Force stated it was understandable from talking with members of the Team why the plan was not working. He said he had never be- lieved that anything would really happen, and still believed nothing would happen until the decision-makers really decided to support the effort. Team members were having quarterly meetings and swapping information, which helped a little to improve the services; nevertheless, he was very discour- aged about the implementation of the program even though those directly involved had really tried to execute it. It was necessary to put the program to test to find out whether it would work, and the experience*had not been entirely wasted because small gains had been made. It was learned, for instance, that the clients at the Presby- terian Church site were interested only in Social Security, and at Shields- Reid the people who needed to be reached could not get to the site for services. The point was reiterated that unless the decision-makers are behind a program, one just bats his head against a stone wall, and in spite of having meeting after meeting, nothing gets done. It was further stated that real results will never be obtained until there is a taxpayer's revolt. .y+• '4 S i ,' ..: ,. � t ( :L''' ^v.t'�u- 'S .Y �F v",S. r y ;t i, 1 c?e} � � r�l.,�'�1Yt.;Scw�%1Z!r&�kE�lat; r. .,<.4 4 .,.�-. t .r..rti.1°r,S ��'3S$t�5,.`a3 ;�"U.,{� .,.•s:hv ."`i;+�m,,.�, r <n:Xx..;'t"r,es �'r•,, n, Implementation ff Monitoring Page Thirty-nine This viewpoint and others were discussed in an attempt to assess the Commission's experience and the reasons some of the implementation programs had not succeeded. One commissioner summed up the discussion by saying the experience shows that citizen's groups need to have some power rather than always being merely advisory; at the very least they need veto power. I. Child Development Training In December 1974 it was reported that a Child Care Aide Training Program was offered to high school students as part of. the Home Economics Vocational Education Curriculum at Richmond High School and college credit could be earned. The teacher in charge of the program was preparing (or had prepared) a write- up of the child care sequence. An advisory committee, expanded to include the kinds of representation specified by the Implementation Program, was to be utilized to advise on course content, assist with plans to expand the program, and report to their respective agencies or groups on the progress of the program. Ongoing efforts were underway to expand the program to other schools in the District. Some problems/barriers/deficiencies were noted. It was reported that the curriculum committee of the District turned down the proposed expansion of the training and the name change proposed due to unforeseen circumstances which required the School District to relook at its operations. The Richmond High School population decreased substantially in 1974-75, resulting in much un- used space. The District had resolved to centralize its Career Development classes in one location. Classes would be offered to students in all other high schools, they would come to Richmond High for individual classes and full programs. No new vocational courses would be offered at any other high schools. If interest is sufficient, there may be a chance for one additional Child Care Train- ing class, but the demand would have to be weighed against availability of jobs in the labor market. The course title, Child Development Training, was considered too broad for the time being in light of the committee's interest in narrowing down the school District's focus and, generally, freezing the addition of any classes. The chances for vocational education funds' being ex- pended on additional child care aide training classes was said to be unlikely. f l t 1'r j� �'�:-,t,�h . r 4 3 °! ?,sem§�sa`s �»'�-,v'"§r 41�, 5F�'i��t do>•. '{s rcK{r,�gg�,,�i� . �a�^•+� � �: s`-js�,� Implementation & Monitoring Page Forty . When the Compliance Review was presented to the Commission (12-10-74) a representative of the Richmond Unified School District explained that in- structions relating to parenting would be included in existing courses, but z not as a new or separate class. He was asked to check out some alternative ways in which the instructions could be provided. At the Joint Allied Ser- vices Board/Commission meeting of 6/17/75, it was reported that starting September 75, the Career Center at Richmond High School would have a gene- ral program of "People-Care Services" which would cover better parenting in a program from "Child Care Training Aide" . Better parenting could be treated either through a vocational approach or as something that should be realized by every student. At the October 1975 Commission meeting, the Task Force reported that there was a people-training program in the schools which would have a specific program for child care training. The Task Force decided to set up a visit to the schools to check out how this program was working and what was being covered. A follow-up report in November 1975 from the Task Force indicated that the school had a very good program in operation and that a • Commissioner had been asked to serve on the advisory committee. Several meetings had been held during the summer, but none since July 1975. J. After-School Supervision In was reported in September 1974 by the Task Force that the Implemen- tation Program was a very good one. It was infeasible at the time due to the lack of funds to hire staff persons to administer the program. The Monitoring Team was very reluctant to accept the verdict and felt some of the ideals of the Allied Services Project were not completely fulfilled in the development of the program because of a lack of cooperation and communication between the agencies. The Monitoring Team felt that if this particular program was not feasible, alternative approaches should be explored rather than dropping the idea. It was recommended that the conclusions of the Feasibility Team not be accepted but be referred to the Allied Services Board for consideration. Staff indicated that the real obstacle to implementation of the program was not lack of support by the City of Richmond or any of the other agencies but a lack of finances to carry out the implementation. It was further stated that the Feasibility Team had done all it could do without Board commitment, Implementation 4 Monitoring Page Forty-one it was now up to higher-level decision-makers to resolve the problem. Dis- cussion ensued as to various possibilities for obtaining funding for staff for the program, as the Task Force saw this particular recommendation as being one of greatest importance in the area of child care. It was decided that the Commission should pass the Implementation Program on to the Allied Services Board with a very strong plea that the Board make it a feasible plan, the intent being that the Board find some way to provide staff to the program. The City of Richmond Recreation Department reported at the October 1974 Board meeting that the problem involved putting on a new staff person at addi- tional cost to this department and reminded the Board that the original posi- tion of the Project had been that no new funds would be required for any program. He noted that estimated costs had`gone up even higher than originally projected. Concern was raised to why the Boys' Club had not had any input into the plan. It was explained that input had been solicited from all areas of the community, but that at the time the Task Force was working on the problem the Boys' Club had not sent any representative to the meetings. The Director of HRA asked whether the Richmond Recreation Department could carry out the program if the money could be found and whether the Recreation Department could use a capable person from another agency. He was answered affirmatively. Staff stated that at the Commission meeting it was made known that this would require an extremely sharp and enthusiastic person to be able to handle the program. There was some discussion as to whether the service being discussed was, in actuality, anything more than babysitting. The Task Force representative agreed it might be called babysitting but that babysitting for 11 to 14 year-olds would require some very active and crea- tive programs, the idea being to provide a responsible and secure place where the "latch-key" child could go and be signed in and out. The chairperson of the Commission expressed the opinion that the Board should deal with the question of whether it could provide the appropriate staff at some other location rather than drop the program because the Recre- ation Department felt it could not carry out the program as planned. It was further stated that the possibilities were not being adequately explored and that another question to be dealt with should be whether any ongoing programs such as those of the Boys' Club and the YMCA adequately met the needs of the target children. The Recreation Department replied that there were other re- source agencies that could provide the service better than the Recreation Depart- ment. Staff,commented that perhaps at the time the Task Force deliberated on � ti'iiyd' .�+r. S�t ,.u 4: },k�. yC� t�.. 4 ?�� n.� k r5+v_ 3 .•vz t' .• s.�:s � �9' a,..T,7ti G. .a<T-,S' 7_ 'rk'.4 rN� � .+{ - ..�, �'�t�sw�{,"�,^`erttf p#t�}�;'ryw�,�Y i' rg'#� �'F �� Y' '�`. G�1'riG;iF `y`.a S. �' {'{,-*42s"s�!'''Ssrd'.,,� z"� +,�• `�. �,Kk',�z=4 r ir �i��v_d.�:"'i.' Implementation & Monitoring Page Forty-two the problem the resources being spoken of were not in existence. The Recrea- tion Department disagreed and said they had been in existence and suggested that perhaps another group could better head up the proposed operation in the same location. — Staff emphasized the fact that the Project was at a point where a decision should be made that the program was either workable and should proceed or that it should be scrapped, that Project staff could not support another Feasi- bility effort because it was going into the Implementation Phase, and that if the Recreation Department said the plan as outlined was not at present feasible, then the Board should recognize it as infeasible. It was brought out, however, that volunteers were already being used wherever possible. As the problem was not just one of dollars and cents, the Board should decide the program was either worthy of being carried out or unworthy of being carried out. A question was raised as to whether it might not be possible to say the plan was feasible pending other action. The issue of feasibility versus infeasibility at present or in the future was discussed. It was finally moved and seconded that the Board not accept the program as written. There was no further dis- cussion. The question was put to a vote and carried, with one opposition vote by the chairperson of the Commission, who thought the Board was "copping out." At the October 75 Commission meeting it was expressed that as a result of the Task Force's efforts and its interaction with other community agencies, the West County YMCA-YWCA had instituted a program similar to the one proposed. The Task Force would check with that organization to find out how the program was working and what similarities it had to the Task Force's recommendation. The Child Care Task Force considered that its recommendation spoke to one of the biggest needs in the community. At the November 75 Commission meeting the Task Force reported disappointment with the information gathered from contact with the Richmond YMCA. It was found that if one is a member of the YMCA and is highly motivated and can get to the location, there are a lot of after-school programs available. There was still no provision for after-school supervision of young teenagers, which was one of the prime concerns of the Task Force. '(rt Sir -s �d fN�,�er;�r t".•Srky . ,+:-.:!,?-i 4a#v`P" "�1€}' '+ t".° '� y'r'r #ttti+rH�i,d" w'�4er",a r_,.,ytiasRl Implementation 61 Monitoring Page Forty-three K. Child Care Information Center In December 1974, it was reported that the recommendation for a child care information center, as outlined by the Task Force, had been determined - to be infeasible. The Social Service Department's Day Care Unit (Richmond office) had started operating a referral service (Monday-Friday 8: 00 a.m. to 5: 00 p.m.) for child care resources in October 1974; however, the Social Service Department lacked staff to expand the service. The recommendation was then deferred to the West Contra Costa County Children's Council, which planned to make the development of such a center their priority. The Social Service Department Indicated its interest in cooperating with the Council in the hope that the service could be made available to the community on a 24- hour basis. At the October 1975 Commission meeting the Task Force reported that it had originally felt this recommendation would be a very easy one to implement and would not require any new money. However, it turned out to be fraught with enormous difficulties, even when the implementation had been referred to the West Contra Costa County Children's Council. A follow-up report was pre- sented at the November 1975 Commission meeting indicating that two meetings had been held with representatives from the City of Richmond regarding the problems of space and staffing in an effort to obtain a director and a secretary to set up the Child Care Information Center. One staff person working with the Council had spoken of setting up a master center where all the day-care centers can receive professional consultation. Questionnaires were to be sent out to gather information for a needs assessment for the project. L. Night Immunization In January 1975 it was reported that a pre-test of the implementation program in May 74 resulted in the immunization of 122 patients, 62 under the age of 15. The first clinic had taken place in September 1974 after school had started; 66 patientq were immunized, 43 under the age of 15. The next clinic was scheduled for March or April of 1975. Publicity was organized by the Health Department; information was published in the local newspaper and in flyers distributed by the P.T.A. , Social Service, and the Richmond Unified School District. r x'.} tF t ,S a .'` s ry.} rY• t.:ef * " r r iar'a?r za, ,f - r rrt"fk' ,+�# i. 1Pz "w[ . Implementation & Monitoring Page Forty-four • There had been no major problems encountered with the implementation program. The Health Department would continue to hold night clinics as long as the community response indicated a continued need. The number attending the September clinic was small; however, this may have been the _ result of timing, as most school immunization (if done at all) would have been completed by the time this clinic was held. . A representative of the Health Department reported in July 1975 that he had worked very closely over the past year with the Child Health and Disability Prevention Program !ihich would be implemented on a county- wide basis. He stated that, over the years, one thing that caused many children to get adequate immunizations was tying them into entrance re- quirements for school. The schools desired that the preschool examinations be made before the children got into first grade. Therefore, they were done during the kindergarten years if possible so there was no last-minute pile- up and problems could be identified early. The representative also said most families have so many financial demands placed upon them that unless there is a crisis situation health care often has a • low priority. Therefore, through the efforts of Willie Brown and others, the Child Health and Disability Prevention Bill was passed. It would pick up the children while they appear to be well and before they get into the school system. For the first year it was planned that all children entering their first year in September would be screened, and in 1976 it will-be mandatory. As part of the procedure, the children's immunizations would be brought up to date. The Health Department calls these "wellness" examinations and hopes that conno- tation will aid in stimulating parents to see to it that their children have the screenings. A complete physical will be given and a medical history taken from both the mother and father if possible. One good spinoff from the program has been that when a mother brings in one child for an exam she often brings in other children who become interested in having examinations themselves. Because the last of the series of three night immunization clinics held was not well attended, the Health Department was concerned as to whether they warranted the effort. A special night immunization clinic had been held June 28 tinder the auspicies of the Richmond Boy's Club. It had a very worth- while turnout. In other parts of West County the screenings are available free • to all children who have a Medi-Cal card or to those whose families meet the income means test. t t,;p``r `-urti 8.- � zw ,}}'Yr jt 5-: ,3 F ;w•x x x .fni 4 ,"v�.S„i Qyr Implementation & Monitoring Page Forty-five Persons with higher incomes than that have to go to other sources for their screenings and pay for them themselves. However, there is a strong feel- ing in the legislature that a means test is discriminatory to many groups. In areas where parents are well able to pay the medical expense, there may still be a lack of motivation. A Commissioner expressed displeasure with the fact that after a groat deal of planning and discussion with the Health Department last year, when it'was agreed to schedule the night clinics to coincide with the opening of school in the fall and kindergarten registration in the springy they were not so scheduled. It was indicated that the early screening program would probably not do the job because some children would "slip through the cracks.', Also, as long as a school secretary has to accept the parent's word that immuni- zations have been done, no progress will be made. The Health Department representative replied that he was not claiming the program would solve all problems. He stated that young children coming into first grade will be pretty well covered for immunizations, but after that age there is a decline. The commissioner replied that she hoped there would be a continued outreach effort for parents who work and she added that it is the children in middle-income groups who are the ones to "fall through the cracks,rr It was indicated that the Health Department was finding that the children with the highest incidence of problems are showing up in Central County and that this went back to the question the Commission had addressed before: How can these people be motivated to avail themselves of the service? Some of the suggestions made included: 1) Having the school records checked to see if the children were immunized. This might be a way to find children who are "slipping through" or new people in the community. However, it was reported that the Richmond Unified School District was not providing that kind of cooperation. 2) The possibility of having mandatory immunization certificates . 3) Setting up an operation so when a parent brings in a child and the school secretary asks if his/her immunizations are up to date and the parent replies that they are but the certificate was left home, the secretary could then suggest it is time for a booster shot. Then the child could be sent right into the next room where booster shots are being given. �1 :. _ `+ 4 ,-� > r £-. � ,s i s'!t +a z 1Fa • l; Ik. n a�4,,�i `KS�i".s t��`�°i`�i��t v.Ft- i ,. s .,, F � �t y r ,,, ,` w v s 9E..�'''�-},,y,5�4»'!'d'�xa x° +e tr4t..j��"�e?',t,:�.�`�` il',','`�' tn.♦.,�^� i Implementation & Monitoring Page Forty-six 4) A correlation of efforts to urge institutions to move in areas where they are by themselves restrictive and will not move, and.to find some way of letting parents know the clinics are available and are free. 5) Sending a stuffer announcing the clinics with welfare checks. 8) Having the school authorities tighten up requirements. -- 7) Motivation through horror stories put in the newspapers shortly before a clinic is to be scheduled. 8) Handling immunization in the manner in which immunizations are handled for County employees. They are scheduled in advance with ample notice given, are readily available, and enable the employees to take care of everything at once; something of that nature could be a way of handling immu- nizations for school children, and, 9) Commissioners were to confer with their boards and organizations during the coming month to determine what community groups or legislators could do in this area and bring the information back to the Commission for dissemination to appropriate bodies, such as C.S.E.A., the school secretaries, etc. In evaluating the clinics, Health Department staff felt that the numbers of people served by the special clinics did not warrant the expenditure of effort and funds. New child screening programs which had evolved since the Imple- mentation Plan was developed (e.g. , EPSDT and CHDPP) were providing for routine immunization. As a result, the Health-Department decided to eliminate 33 of the regularly scheduled "immunization only" clinics. It was expected that the child screening clinics would meet the primary immunization needs of chil- dren, but provision would also be made for special clinics when community interest was expressed. The Task Force reported in October 1875 that the Health Department felt the program would be redundant now in light of the Child Health and Disability Prevention Program. They decided to check with the schools to find out how effectively the new screening-process was being handled in the schools and would give a further report at the next meeting. A question was raised about the diagnostic center on 8th street and it was reported that it was going "great guns." The Task Force's felt that every child should have a permanent immu- nization card that the parent would have to show the school as proof of immu- nization rather than the present practice of accepting the parent's word that immunizations have been given. a�t9l.' e5'. Y♦( :`� Implementation & Monitoring Page Forty-seven The Task Force reported in November 1975 that they had checked on the State law requiring immunization for children and whether proof must be provided of such immunization. They found there was no effort made to enforce these requirements; if a child does not have proof of immunization he is enrolled anyway. The Chairperson of the Commission said that matter had been discussed with the Board, at which time the Health Department was asked to see if they could meet with the schools regarding the problem. The Health officer agreed with the Task Force that the requirement should be en- forced and that there should be some method of ensuring that immunization has taken place. It was pointed out that the problem occurs because 90%of the time the school secretary or other lay people do the kindergarten enrollments. If the parent says he left the paper at home it is then up to the school staff to follow-up, which they do not have time to do. With the new screening law going into effect, every first-grader is sup- posed to show within thirty days a card indicating he has been immunized. However, the parent still has the right to waive the whole process and not participate. It was suggested that what should be done is to have a doctor and a nurse present at the school at registration time, and if a child needs a check-up or immunizations it should be done right then. Even though this would involve some expense, the Health Department should be able to work it out. M. Related Medical Services in October 1974 it was reported that because of the requirement that the Human Resources Agency implement coordinated medical services to children under the Child Health and Disability Prevention Program on a countywide basis, the recommendation was set aside to avoid duplication of effort. The persons working on the recommendation were to be solicited to work with the Human Resources Agency during the planning process. The plan and program developed through this process was to be submitted to the Allied Services Commission for informational purposes. In light of this, the chairperson of the Commission suggested in June 1975'that the director of HRA or his designee provide a status report on the program. It was also indicated at the Board meeting of October 1975 that the recommendation was pre-empted by the Child Health and Disability Prevention Program which was being instituted on a i countywide and statewide basis. The Health,officer reported that about 700 s children were being seen per month and felt the intent of the recommendation was being met. t{ r 1�F} 5` '^e 4a'` -,: {�.f:.'r1"'L�a .ul+ it i . �. r;� "t�� I�,� 'r!^": r�� �'�a' �+, t..z� � 5,� ��'w.s� .��#.�l�i 5K'{•`��, r°}y ""a�.,�,F"�iS,;,�..�...:?s �s �; - r'•f�, Implementation 6 Monitoring Page Forty-eight N. Children's Council • In November 1974 it was reported that this recommendation had many problems, as the implementation program had been put together by Project staff because the Feasibility Team had fallen apart. The program, in - general, was acceptable, but there were questions as to its acceptability to the City of Richmond. The new Project Planning Group Member from the City of Richmond had not met with the Recreation Department, and he did not know if the $15 membership fee could be paid to the Children's Council. Staff asked if the "official recognition" of the Children's Council by the Human Resources Agency (as stated in the Implementation Program) had been checked out by the Children's Advisory Council and was answered in the negative. It was indicated that such recognition should come from the Board of Supervisors rather than from the HRA. A discussion ensued as to why the Feasibility Team had fallen apart. It was pointed out that the Project Planning Group member and the Chairperson had "vanished" into other positions and had been removed from the Project. However, a new Feasibility Team Chairperson had been committed to the effort, but the entire ` situation was such that a lot of catching up would be necessary. The two remaining points to be cleared up were: 1) whether the Recre- ation Department would be willing to pay the membership fee if there was no accountability built into the system for the expenditure of the money; and 2) the problem of the role of the Lead Agency. The reason the Council was designated to act as its own Lead Agency was the lack of continuing commitment on the part of the City of Richmond or of Model Cities. It was stated that the Children's Council seemed to be holding itself together and could probably continue to do so. It was also felt by some that the Council might lose some of its authority by not being tied in with another agency. It was suggested that perhaps the planner from the City of Richmond could work with the Executive Board of the Council to speak to, and go through, the city in asking for funding, etc. The Executive Board could do the primary planning and have control, but it would have a linkage to the city. A discussion ensued relative to the difficulty for any group to • remain Rutonomous while tying in staff or funding support to any one . t ! ,h .} CC i i 4 3 tl�i � � C.r` i !,4 �4 4� ` ( .7.{hi t ti 5t. ✓ fi'r: :'T ik fy. rV.l ir'J-^ l �4F+ _ 4 i: q�,k.: - :. r 4 .rxv ^•:% l.a�,,akZy -]�$ ' x F ay.,t t�; kr -y .X+.4. r`:,y +,'I{ f:.,",r,�z . :.'t'{t "h'Evfi:F:.ro2b?be.-T,?a,"#_.S .0 r.r`Ei .r z.:2 iCs.efa<. - ��,'�riv»�3.x4yi14r>» Implementation &Monitoring Page Forty-nine agency. A commissioner said it stood to reason the matter of membership fees for the Recreation Department would have to be cleared by the City Manager's Office. He added that he saw all kinds of problems developing - unless some linkage was developed, and he did not think this particular group even existed so far as the City of Richmond was concerned. Actually, the city and Model Cities knew it existed but had not given it any official support. A commissioner said the council might or might not reflect the various child care centers or day care centers in West County, and what concerned him was whether linkages could be developed for an overall plan throughout the County. Staff asked if an assessment had been made at the time to determine which children's council should be the one since its formation at the time the Task Forces were meeting generated the idea by virtue of the Expert Witnesses who appeared before the Task Force. A commissioner added that one of the aims of the Allied Services Commission was to do away, as much as possible, with duplication of effort and services. Therefore, it seemed a logical decision at the time to complement and assist that Council rather than developing another one. A commissioner said he was not concerned about the West Contra Costa County Children's Council's ability to meet the needs of the Commission. What concerned him was the wording of the Implementation Program and the politic of the process. He indicated he was trying to understand how the West County Council would relate to what happens in East County and how any two such councils would relate to one another. The problem would be.to prevent duplication and at the same time provide the same services at both ends of the County. This point of view was discussed and staff compared the process with that of developing the Alcoholism Advisoy Council, which spelled out its linkages to the countywide Alcohol Advisory Board. A com- missioner said the aim was to tie into as many agencies as possible but that what seemed to be emerging was the opinion that there is no other way of meeting the children's needs than by tying into Social Service, It was pointed out that the Implementation Program states that the Children's Council would be separate and apart and yet have the cooperation of several other agencies. These agencies, however, were going to ask for accountability. z e .. i,'•crt { r x: .+'+.,"s— .•'' 6",—Z $ .e} s,3 i + :, d "1' ••x i. S 5,u 'kirk,° Ui�s °`S,c Implementation 6 Monitoring Page Fifty Since the Commission was not able to resolve the issues at that meeting, the Chairperson suggested returning the Implementation Program to the Feasibility Team for rethinking of the problems with regard to Model Cities and the Recreation Department, the accountability of money, and the lack of any real commitment from some of the agencies. It was decided that someone from the Children's Council would be asked to speak to the Commission at its next meeting regarding its ability to carry out the Implementation Program. In January 1975 it was reported that a social program planner had been assigned to develop a funding proposal. Being totally voluntary, the Council had suffered from the problem of having too few people willing to pitch in to do the mundane work except for special projects. It was assumed that with the commitment of Allied Services agency staff, standing subcommittees could be established to-do necessary tasks, but agency staff had not stepped forward to fill the gap. The loss of services from persons whose new job assignment made them less available made the Allied Services commitment even more crucial to the life of the Council. Tasks to be completed included: Incorpora- tion, since the Allied Services agencies cannot be asked to pay the dues agreed to until this is accomplished; establishing a billing and accounting procedure to handle funds once incorporated; establishing a method of using the volunteer clerical assistance (using each agency in rotation for typing, printing, mailing) . At the May 26, 1975 presentation to the Allied Services Board, Social Ser- vice indicated the Council had a need for a paid director and a secretary, The Richmond Unified School District had provided meeting space but clerical support was still a problem. There was also a need for official recognition by the City of Richmond and for "official" paid membership by the agencies who agreed to participate. The Council had established by-laws and a record- keeping system. Since Social Service was providing most of the clerical sup- port, the city of Richmond was asked to look at the possibility of providing some assistance. At the June 17, 1975 meeting of the Allied Services Board-Allied Services Commission, a representative from the W.C .C .C .C.C. reported they had be- come incorporated. Clerical staffing continued to be the biggest problem (although the entire personnel matter was a problem) , since all the staff were volunteers and could not provide all the time needed. A publicity chairman had been elected and a Ways and Means Committee established. The Chair asked the representative from the.City of Richmond what the possibility was t•h�,b H rse, .a 3 ''•r t�• k I '+Straw a4523 sw'' ka p' 1 i y i _ C - ' �sa z .{k.'. .+3"x,.2 ° :{ `.+'`.e. tF;Y,{, '``*''K'f 5[sF' "-"'',tt5 .Yv.3ea^.<?^.�s`.m'.u,c+,eai .,y r...,.,. ,,..-a.. }... .•3p..e . ;r t ,s" Implementation & Monitoring Page Fifty-one of the City of Richmond providing clerical support. It was indicated that the clerical problem is difficult because the Council does not need a full-time clerk, and there was difficulty in locating a part-time staff person to do the job. CETA Title H was oversubscribed, and until such time as information was received about new funding no specific answer will be available. However, they had not given up on the possibility of "highjacking" a clerk until someone could be assigned J time or I time. As for as the Social Planner, there had been a change in staff and the person who started but with the program was no longer with the city. The new person was trying to become abreast of all his duties, including his assignment to the Children's Council, but his newness in the position made it difficult for him. In October 1975 the Task Force reported that it had recommended that a Children's Council be established and then learned that the West Contra Costa County Children's Council was in the process of being established. It there- fore gave its support to formation of that council and to that extent felt the recommendation had been accomplished. However, it had hoped that more would have been done by now through cooperative efforts of the Allied Ser- vices agencies. The Council needed such things as space, clerical services, a telephone, and equipment -- all in one defined location. The Social Service Department was helping out as it could with clerical services, but the City of Richmond had yet to provide part-time clerical help. The Council was plan- ning to contact the City for possible space in the P and X Building. The work of the Legislative Task Force which encompassed Implementation Plan II (Information Sharing) was presented in a special report, June 1975. (Copy provided) t r �: 4 �r• � i_ 4 r R t 3 � *t t�is M r t ti<t t'i.t4 1 53. Yr*A s t}a. YrM1 ;;t` F�y'M. =L ,.Ls,rF'�iyh{, i^C f i. i�''"�.. tib 3e '' Disposition of HRA Page Fifty-two DISPOSITION OF THE CONTRA COSTA COUNTY HUMAN RESOURCES AGENCY (HRA) During the final quarter (October-December 1975) the Commissioners dis- cussed alternative dispositions for the Contra Costa County Human Resources Agency. After examining the history of the Agency, the Commissioners felt that, based on available information relative to the initial development of the Contra Costa County Human Resources Agency, there are no measurable ob- jectives by which the Allied Services Commission could ascertain the degree to which this agency had been able to fullfill its overall goal. Without this frame of reference, it proved to be difficult to recommend any definite course of action; however, the group developed some comments and/or suggestions for consideration by the County Board of Supervisors. ASSUMPTION #1: The Human Resources Agency as Integrator of Human Services Programs If the Human Resources Agency was envisioned as an agency designed to coordinate and integrate the delivery of human services within Contra Costa County, its concerted efforts would necessarily be directed toward effective services delivery. Assuming this was true, one of the major considerations should be to invest appropriate authority in the administrator of the HRA to deal effectively with the traditional reluctance of the various departments/ agencies to consider possibilities for reordering priorities of operative pro- grams and the tendency for departments/agencies to be protective of individual ,turfs, to institute mechanisms to minimize duplication of efforts, and to command support of County government. This had not happened, and HRA administra- tion had only been able to do what the various component parts of the HRA allowed, while specific Board-endorsed policies needed to make this concept a reality had not been developed. The Commission felt that human services integration as a basic concept was a good and needed service but was concerned about where Contra Costa County would find administrators and staff in the various programs committed enough to this concept to make it work effectively. It also felt it was certainly neces- sary for Contra Costa County to move ahead in long-term planning for human �•.h i'' _ '. z 3 c ii r <t tp e. r+ + •2t n tt .i'=;r et^'l�vk;;`h'wx.k 'r� '+i'`s... .,35. .., Lys. �S { ``�'t i;s a :, ,, �a_l��at +: L�+ kxS''x�y'�c ^F.,...r� .,�+t R{'ur, `�`'i� r.�.+.Y»�y-•t,C`.�ta3,yYt fYsl..+I'f,:�-..�s'SNay��r"`y'".S�,A"` ''ii'Y?drrisY��t it .� . i�F?Fry .ceF,�iL>'i`.ds,t ,.. _..._--'�;�,.., ,i5 <....:.:r.''_f a.s�+n:a'•'G �i..ct�t x ti ?` .4�ia �.�..:�,x_.'U s e7�'• � 1 `h Disposition of HRA Page Fifty-three services programs and to examine the feasibility of budget consolidation and joint funding. To date the services integration concept had not been given serious consideration as an ongoing administration priority, and the tools _ required for such an activity had yet to be identified. The administrators of the Human Resources Agency had not been able to spend adequate time developing a mechanism to effect the concept of services integration; rather, their time had been spent "ironing out rough spots" and "keeping the lid on." This had not generated a working environment con- ducive to initiating programs of institutional change in the direction of plan- ning for future human services delivery. However, without sufficient authori- ty to institute change, the possibility for organizing a viable mechanism was limited. When the Board of Supervisors deliberate on the fate of the Human Resources Agency, the Commission feels one prime consideration should be the number of personnel which would be required to develop and carry out an effective services integration mechanism. Of foremost significance is the kind of background, training, and abilities necessary for the person•or persons responsible for these efforts to be effective facilitators of such an inter- vention. The major concern the Commission had was that such an agency could become a prime example of staff and service duplication and ineffec- tiveness. If serious consideration is given to instituting on a permanent basis an agency requiring additional oulays of funds and personnel, the Commission also questions the logic of such a move when crises abound in some of the County's services delivery programs. The Allied Services Project clearly identified many of the internal problems and issues which would impede implementation of an effective human services integration program. The Commission recommended that these elements of truth be utilized to the fullest extent in determining what is needed in Contra Costa County to improve the quality of services delivered and the effective- ness thereof. In addition, it felt the utilization of citizens to define the most meaningful course of action from the consumer point of view and to help set policies for program priorities and intervention should be held in high esteem, since Contra Costa County had been in the forefront to some degree by its willingness to test this concept in relation to human services delivery. Whatever mechanism is determined.to be necessary to facilitate human services delivery should definitely have a citizen consumer;component. Mme, x4 ..a a -' mrys¢' e gsayir*,?+r^n3 :v, h�xi k:2-u���1 f„ �{*c 4 r,YL� y «fir .�a� t;^�., r' Sass+,� _ �' Disposition of HRA Page Fifty-four ASSUMPTION #2. The Human Resources Agency as a Fiscal Agent If the Human Resources Agency was assumed to be only a fiscal agent, then the Commission felt it is not necessary to duplicate the efforts and the kinds of personnel already available in the individual departments and in the County Administrator's Office. It concluded that it does not require another agency to ensure fiscal responsiblity and accountability; rather, a concerted effort on the part of the County Administrator to see that the departments/agencies maintain adequate fiscal controls should suffice. If the Human Resources Agency in its role as a fiscal agent is considered to be more or less an arm of the County Administrator's office, and therefore comes under its direct supervision, this would constitute a serious mistake, because this would upset the balance between program responsibility and fiscal restraints. Both the programmatic area and the fiscal control area need equal advocacy, and to establish the HRA under the County Administrator would hamper tremendously the program element. CONCLUSIONS: Even though some ongoing cross-communication had been initiated among administrators of departments in the Human Resources Agency and activities of the Allied Services Project had generated dialogue between administrators and some agency staff, the sum total of these efforts does not warrant the mainte- nance of a whole agency. If a longterm agency under any name is to be con- sidered, the Commission feels it is necessary that the Board of Supervisors establish some measurable objectives consistent with some longterm positive goals established in the best interest of human services delivery.a Comments 5 Reflections Page Fifty-five COMMENTS AND REFLECTIONS During the December 1975 Commission meeting, staff announced that the Board of Supervisors had taken action to create a countywide feasibility study committee; which would take what had been learned in the Project experience and try to develop a model for better countywide decision-making for submission to the Board, In doing so, the Chairman of the Board of Supervisors was au- thorized to send a letter to the U.S. Department of Health, Education, and Wel- fare asking for a six months' extension of the Project to work solely with the feasibility study committee to develop within five months the countywide de- cision-making process. The feasibility study committee was to be broadbased, with commitments from the cities, the unincorporated areas, city and County advisory boards, and hopefully some members of the Commission. Discussion ensued as to the possibilities for success of any such study for development of a human services governance mechanism in the County. Com- missioners expressed great frustration with the system as it now exists and questioned the usefulness of making study after study with no real change ever taking place. Staff indicated that what constitutes the current decision-making process in the County is not now known, so the committee will be looking into what that process presently is and trying to come up with something better. The Board itself, hopefully, would be involved in the study. The group took this opportunity to reflect on the experiences of the Commission. Members of the Four Social Problem Task Forces made the following special comments. Chairperson, Substance Abuse Task Force "Madam Chairman and fellow Commission members: It has indeed been a pleasure to serve with you in spite of our disappointments as well as our accomplishments. The Commission has proved to me personally that people of various faiths, beliefs, and races can work together toward a common goal, The Commission experience to me has been a great one, and it brings a little sadness to my heart to realize this is a final meeting. As a former Chairman of the now defunct Substance Abuse program or Task Force, I have been frustrated, disappointed, and elated at the implementation of some of the recommendations. • �k ^�'�F�� •a {�, '� � $M' ` k� d�3+r�,,^t A 1p3ff� 0- Comments & Reflections Page Fifty-six Frustrated at the legislation by the State which, effective January 1, 1976, • requires the establishment of a .separate Office of Alcoholism in the County. This effectively precludes the depth of consolidation initially recommended by the Task Force. At the time, it was asked that the Task Force find ways to consolidate various programs in order to cut down expenses and red tape, and that the State passed legislation to the contrary was a disappoint- ment indeed. Discouraged about the referrals in the Richmond Police Department. There have been only a small number of referrals; young patrolmen do not see this assignment as meeting their needs.. Elated that the detoxification program has been carried out practically as recommended, as have some other recommendations. The overall experience has not been in vain. I wish the staff that worked with us so faithfully, as the French say: 'a bon via'. And to the rest I say 'sayonara' and God Bless." • Chairperson, Career Education Task Force "It is my overall feeling that this Commission has done more work than any other community group I know of. Other groups have not involved themselves as we did with various organizations. The Legislative Task Force went all out from the very beginning and got its material together and made a final report. Our Task Force has never gotten together a formal report as such. Overall, I feel we did make a dent; this is the first time this has ever been done, so I feel this has been a very important segment of our County and I am delighted to know that the Board of Supervisors saw fit to extend the Project for another six months. I really feel something will come out of the study; it is really needed. There are services that overlap, and I feel we can jack up quite a few people by asking questions and making the establishment work our way by making things that are already going on work properly for the community rather than by establishing new things. Y 3- °"`� a;ti�2 'SA' � ,�,1r' ��:' ��s*��F,w--:1�y t•s,z_„ 2 k�x'''6,r��,�Fra;"#�.�w .a 'C"O.E�i ��x� "5 �,r.��Sx�,uT.§�.. �fs.�f� 4 �`f1 k��s,z -.E1,y���2'rFH�y,i vim, }��,� �X� �. C M3.` �. � � } i'M'SK 3� •4� S.":...n } Y7Y M T(Kt. '� s F, N j A"�q.i � "LS Comments & Reflections Page Fifty-seven I want to echo the Chairman of the Substance Abuse Task Force's comments about this being a very good group that has worked together beautifully." Chairperson, Services to the Elderly Task Force "To begin with, let me say that at the first two or three meetings I attended of the Allied Services Commission I figured it would be a 'nothing' commission, as I had grave doubts that with the make-up of the Commission we would ever come to any agreement on anything. In future meetings I was to learn how wrong I was. As we were formed into Task Forces, we really had some knock-down, drag-out meetings, but ended up in agreement and friends. As I have said before, this Allied Services Commission has been a good experience and one that I enjoyed. I am sorry that the implementation program developed by the Task Force for Services to the Elderly really wasn't very practical. It seemed a good idea but in staff application was not successful. Ex- perience with both the on-site and field portions of the program indicated that the 'treatment' model team was not a favorable one in terms of both administrative problems and the needs of clients -- rather, a well coordinated and easily accessible service system was a more viable goal. I am very much in favor of the 'Allied Services' idea. We have learned a great deal, and it seems a shame to stop now. We know what is needed and wanted -- now should be the time for 'action.' Our ex- perience as Allied Services Commission members proves beyond a doubt that all kinds of people have basically the same kinds of problems, etc. , and through working together can come up with solutions agree- able to all concerned. Our Task Force at least got some problems out in the open; personally, I learned things about the elderly and their problems that never really occurred to me before. With a little more time, more discussions, cooperation from County department heads and staff, we could go a long way toward solving some of these problems at a saving to the taxpayer." ''+,a. "Y a�fi���'��7y� '",:h,� �f`2," .1tk ,,; z ` t nR,.`•,{a'*; F .`st'4,b a'',7°•1��'^z`L�'f i�',M :'PS.,.�t., `?s'sr��y;� ' Comments & Reflections Page Fifty-eight Chairperson, Child Care Task Force "When I first came to the Allied Services Commission, I came, as did the Chairman of the Service to the Elderly Task Force, with some cynical thoughts that this was something that was not going to accomplish very much, because I thought it would be impossible to get the empire buil- ders and the various groups composing the Allied Services Board to really get behind something like this. After getting more and more in- volved, I began to think I had been too cynical and that this would work out after all. I thought the Allied Services idea was an excellent one but felt it would be difficult to accomplish anything; the Task Forces' actions, however, gave me a lot more hope. We worked with very enthusiastic people and got a good view of the problems and good ideas about solutions to those problems. This was a very positive experience, and I felt even better when we came through it with some excellent and not-too-difficult-to-achieve solu- tions. My initial cynicism came back when we started trying to bring some of these simple and inexpensive programs into being. Aside from a couple of night immunization clinics and other small gains, I feel our Task Force had very little real effect. I feel this is due to the fact that it is very difficult for the various agencies to work together and to give up to one another or to an advisory board some of their real power, but to a small extent I feel we have brought this about. I agree with what the Project Director said about the creation of the feasibility study committee. Our three years of work has had enough influence that they are at least willing to keep considering the idea, and if enough people with enough power can come through with some practical ideas for consolidation of services, it will make things better for both the taxpayer and for the clients. I really enjoyed the past three years of the Commission and have made good friends. I hope it will continue to get together to take a look at what is going on in the County." moi. 1� 1" ' F p`l k'di 'k', ``` ,1`e-t % i4... fir• ";*y a"5+Y2 ; `r i£iK ' `yt v"/a., "4+k„';s..Fw.' `�*r` tR'.zf;�v' .q,,'..d< ”` i .0 yy'q. --.F / w:: } .t,h LL, a }_; a u .:1 r. t ,,,A], Cs.c d':'.'�r• $sh, „' , px �', 'tt Ufa, Comments & Reflections. Page Fifty-nine The Chairperson of Services to the Elderly Task Force amplified further on his remarks about looking around during the early Commission meetings and thinking it would not be a good Commission. He said that for the last ten = or fifteen years he has been on so many committees he has just about "had it. He was one of the original members of OEO and became very disgusted be- cause if ever there was a do-nothing group that was it. So he began by thinking the Commission would have a few meetings but would not get very far. He said he didn't know how the rest of the Task Force felt, but he found that while there were a few disagreements they all ended up very agreeably and in a friendly manner. However, he still did not think anything construc- tive was going to happen until a way is found to put a little more "heat" on the Board of Supervisors. Other Commission members agreed with that view- point and lauded the high degree of cooperation and enthusiasm of most of the staff people who helped the Task Forces develop the recommendations. Staff added that the Project experience had demonstrated that there was nothing wrong with the community or with the agencies at the staff level, nor was there with the Board of Supervisors. It is important to recognize that decisions are not made at the Board level. The Board merely ratifies decisions that are made elsewhere within the County structure at the department-head, administration, middle-management levels. The Board of Supervisors cannot give up its decision-making powers, but it can have a staff that is amenable to working with the community. A Commissioner said one more thing ought to be included in a final report of the Commission: the fact that the Project Director and staff deserve a great deal of credit for working as hard and as effectively as they did to bring about whatever success the Project and the Commission have achieved over the past three years. Other Commission members expressed agreement. Staff acknow- ledged those remarks with thanks and appreciation and responded with ex- pressions of appreciation to members of the Commission for their dedicated and continued efforts; they expressed hopes the countywide counterpart will be as easy to work with. eT .� t ! :a4 4'3i, '1 '''•°l. 4,'r1 3"��3;' x' i`x "k S1�`�t Ft(4 ,, �tF f;x�r �,�-k,2' t i;} t ;. t ,v..' .• � `'(r bw:�.�.e.� ��`3'^,�' tS'a�"�`��"' � "�.;'CVs�` � ' �+ „k" '.k`��f{ Comments & Reflections Page Sixty The Final Evaluation of The Allied Services Project The Committee charged by the Commission to write the Final Report discussed the contents of the Final Evaluation of the Allied Services Project i and took exception to some of the evaluator's findings. Organization of (Task Forces etc).: The "personnel" of the Task Forces was not accurately described. Statement of Objectives: The evaluator derived his own goals and objectives for the evaluation after the fact rather than sticking with the original goals and objectives established for the Allied Services Project. Thus, some of the negative results set forth in his evaluation are invalid due to the two separate composites of project goals and objectives. Objective one: Even though he stated that the objective, "To create a citizens' group which is representative of the human services consumers in the City of Richmond", was attained, he desired a change in the kind of community representation in the Allied Services Commission to, in essence, create a Commission environment which would breed failure. He suggested "recruiting personnel who have not had extensive involvement as community "representatives". This appears to imply that the evaluator would have preferred a group of Commissioners who would "proceed like a lamb to the slaughter without saying a mumbling word." The Commissioners insist that a high level of sophistication in the area of consumer advocacy for human services is pecessary for survival. Further, he does not state the basis on which he draws the wrong conclusion that "It appeared that many of them had been advocating various problem solutions for some time without consulta- tion with or consent of the citizens of the Richmond community." It is unclear whether the evaluator was implying that the "community" did not feel "a measure of closeness" to the Commission. Objective three: The agency heads did not make a formal statement to the Commission regarding the ability of the Commissioners to "validly designate the most relevant needs of their community". `s r� +"''i s; ,c R•;v'�:L-i tW+`„ 1��w i `S.'�5,"`g ^af fi" ;�3 ��, j"jt�4.;s,.t„ r SZ'ti tom., x``.,��i�� a .j`SJ�.*4�d`re .r.%.Pr._sr, .4 1�5 ek4.+`._,S;.i ifi.r:kt���.$`S ^-ii 1, ;; .a s,y<.'v.'J's�,'�i'.�d•' Comments $ Reflections Page Sixty-one Objective five: The recommendation the evaluator made regarding the "efforts" he perceived to be appropriate to "weld" the Commission and the Baord into a "cooperative body" may have been counterproductive depending on the - issues involved. There is no assurance that these efforts would have given rise to a "cooperative" spirit. The Commissioners did utilize these efforts to a degree with some disgression as to when they were appropriate. Objective six: The statement with reference to personnel coercion is unclear, as it was the understanding of the Commission that the participation of the agencies and groups was originally determined on a voluntary basis. Objective six: The statement, "During Phase Two, many Board and Commis- sion members simply drifted away from the Allied Services process because they felt it had never worked," should be clarified, as the Commission and the Board might have had dissimilar feelings/attitudes for different reasons. The Commission carried out its commitments and sent its recommendations/ plans forward to the Board and awaited appropriate action. This is not necessarily a "drifting away" rather a completion of tasks. implications (Fiscal and Legal Changes) The Commission did not advocate disbanding the categorial fund approach until there-was some assurance that these special target groups will receive fair consideration of their respective needs. 2 ' r�"�'`u�"�, �-�,'=&a ih , ��, ` (-t�'.m�sik "' i: �X, ,,,23'�i 19ada�*c'�.ys�,.Y!:a;. �3..=a •YS �R:' tr � h' �'� ^� f� :? ' P", "M fT {.�t 7�� 'Sri ,35° •7 "�`i'.- t 0 G i F '.+* it a r t WIN 00 t yL \+ l +2 � U 1 Wood 1 �+ �,,, # APPENDICES r 3 1��'7 i t x'40, 1 j t i y f slit OWN } C%F+i S S t a,. W Ono G } �"ka�A.i/J g t 1 •) 4 S \ M16 VIA J. TITWO 5nirt cl 4 tom? a �iC*fir} f i t"d i t ��#av� a{ �"4?• {1' t TAM-1-0 ..�x14 � y pt..c} x� 4 t 1 "� ,�. t � i� \ '�?' l7 1,t \" � F+.z-�:� 'S,}•�t S h 1 s.31 .�t}2: �.�.i t q>uttl l• > -4t r t : e,., rrv;{ t ) f�+,i'h1 4 T}r .;,v 1 '.� �i Y :•.+Y�' .' k i 1^t N!f 1# 4,:'> ,p#�""a tR.-M. r �i'�•£� l iii ri• )4�,1h,` �{.K 7� ..'�...n rt nk r`L.r �i.Lt B>•+ 4tx� ^}�.':.s��'��it .��< +.?^i?�� }:.-1};,„7?,�;4F.Y �" �5,,. } c i ,;... k �:' 3e�!•��ki,� �.,2p C .�' 4 z�'-3;'3ak.� ��'./!C (ut 4''x� rF.r y,.:}d t •F..Q..4 F,t, tf.,, aeia,.�` at 15,t.t... �J.f?t.s.-`�':yt 5•Y'�U- {t.;-i+Fc'r :`-� Ci'i-M`zr eH� t�`3`t e�•yt rC b'� :�, ..y,lxx �;C,4�a;'S�%"i"`'k4p.} R.rv'•i;. Ec•�`* °A* .i''� ykl• qtr iq\� -�'r.; :�,,.i t u,xr, ? }..".>w j � .;2 ,�t'Y�k;.F �k s:i.:'�{�{A �#L�.d•1 z :.Kt��X"'�. •;at.�: 4 :: �i,• "',r 1`F i{t,art.• i', m"4� c'`,s .,[t`,f 1 h"; C_#�'h.S;:y 5. r g"',qb%^L ,ZV 94.� :.'}i'.}s.,;f,4 NEW. � x'1'tit'.•,i'#, .q , d�•+, 4 '� -::\j � �4 ,!q dl f'>�� tt - v •:r� .. M ". J `,l'� $�i�•A;i.'� NEI! loll! f I APPENDIX A • _ORGANIZATIONS THAT PARTICIPATED IN .THE ALLIED SERVICES C MISSION Alameda/Contra Costa Medical Association American Cancer Society Area Council of O.E.O. Black Business and Professional Organization Central Labor Council Concerned Parents' Task Force Coronado Neighborhood Council Council of Richmond Industries Countywide Youth Program Domestic Action Coalition ' Food Advocates Greater Richmond Interfaith Project Iron Triangle Las Deltas Tenant'Organization League of Women Voters Model Neighborhood Community Board North Richmond Neighborhood House Opportunity Children's Center, Inc Parchester Interim Planning Committee Parchester•Planning Council Richmond Black Caucus • Richmond Elementary Council, PTA Richmond HumaWRelations Commission Richmond Welfare Rights Rollingwood/San Pablo Senior Citizens Senior Citizens Drop.-in Center South Side Center South Side Council United Council of Spanish-Speaking Organizations West Contra Costa County Children's Council �•�„y� 1 1' �N it -> x .i Ul -. :..y�- ''”. �';7 ` �v's Kri y t :+, � 'r7a�,�,C?.A ky..rv. sty Z.. T t esxv. � � - se f .':.;!t` .,i .2r Y`x t �+ .1e. 4- rt f`;�', 'c*.'�� 3.cr��� *. }5x5+y.,rY!`3�'-... `tiyz k'r av yc�•3 } .xf� R p � �af s ,<ay5 rh}Ts. �k'k y, f, .., % z:'3r. Eni n'r �,., k� 'X, , � ��'X +. �� '��i i, zY^'�xt' t ,�."�'�-:: �, �i i ,:i:�i %' ` 1 .� +�.. �,,JY <�? .� ••.,�a 1 �kj'r}t {, � APPENDIX B • ALLIED SERVICES PROJECT Task Forces Membership SUBSTANCE ABUSE (Formerly Drug Abuse - Alcoholism) Chairperson: Isaiah Winn Task Force Members: Betty Williams Nate Turner Skip Skeen Don Miller Howard Lader William Hall Willie Dorsey Nathaniel Bates King Hulsey Primary Staff Person: Zach Stadt, M.D. Back-up Staff Person: Tom Farnsworth ---------------------------------------------------------- SERVICES TO THE ELDERLY •` Richard Kelley Chairperson: (12) Tubby Snodgrass Task Force Members: Betty Stiles Charlotte Sossamon Charlie,Short Ada Pierce Myrtle Hunt Ethel Hasmann Ruth Hansen 011ie Mae`Chapell Juanita Minor Primary Staff Person: Eleanor Thompson Back-up Staff Person: ------ ------------------------ LEGISLATIVE Chairperson: (1) Ethel Dotson (2) Mary Blackburn Wilson Task Force Members: Manuel Estrada Kagey Dorosz Bob;Clark Eddis Harrison !w Frances McDis an • tiPrimary;Staff::Person Toni Morioka s� a y tier° r y. ,.at 1. r.by� ✓ .� I `� t t y a tF ti`..5 `�� -rt.. r.J .' ,. ti ,Vr "` �->� ,. }5- f� �i»-t� �" "x� ',tr 'S1`•rf, ai':i. :1 { tt it S". '• Fs al't..,-.:' k. 1 iV..±' + ;h.-. ('tf,r'aK F +�;k'ii J... {.s, •u , ',%C 't i },J....xJ SQA 0. , ...., ,,,. :+"� r+....:....,,,.a� `Sxi4. a.,i`�c.,.y ,:. ix .�i. ,u- ... Ld -1.}:i ,• ,, .{r``.s±..t G:trt.� ;:.' v x.;�'E�sv�E s ;" . ( ,u Appendix B (continued) Task Forces Membership • CHILD CARE (Formerly Child Care for Working Mothers) Chairperson: Frances McDaniels Task Force Members: Charles Wilson Luigi Toscano Judy Tate Lisa Radpour Carol Justus Jessie Johnson Ethel Holmes Eddis Harrison Mary Hall Roberta Griffin Ruby Anthony Primary Staff Person: Edna Hilty Back-up Staff Person: Pat Jones ---------------------------------------------------------- CAREER DEVELOPMENT (Formerly Truancy.& Drop-Outs/Unem- ployment of Young es/Lack of Vocational Alternatives) { Chairperson: (1) Hazel Hall (2) Juanita LaBeaux Task Force Members: Raymond.Thomas Roseanne Smith Henrietta Scott Perkins Lovelace Mary Lacy Dorothy,Hackett Maxine'Eason Zelda DePaoli Earle.Carr Lucy Brown Merle;Bracy Primary Staff Person: Ben Levin Back-up Staff Person: Ed LaPlace f i S.� } t _ m xib _�i �v.:t9 � 7 !t �...: �t•4 3 "- �`a�i 1 ,<{a:� ix. }' '`w*Sh.c.c�h t'"1�'`b',..arc.'. �n1��4t,a i.ai;t.�..,a,..�t==k� .:r'�� t.i w:�.fe.."i �b .h_;u�,.r{` �r, � } °: i �2 r,.,y.�. a7: iv'1�y,� r•.. ; {�,y:.k � :_ i � ''+, t�`s�c:.Ir,.0 ,'[.;e'.�ti,a � e��g�+. ,�:=�'.; S n.?Y:..` 7i'(,(2?'.'�! Wi <�.�"'34b`lc.�"'. �y�a= 1 :'-n?s i,�, `,,*�u;r' � ��. % Y� a�>:,�F K �--'sem r7 1'"�u°�.K� r Appendix B {continued) Task forces MembershiL BYLAWS COMMITTEE Mary L Blackburn-Wilson Chairperson: Task Force Members: Kagey Doxosz Bob Clark Manuel Estrada Charles Wilson Primary Staff Person r Back-up Staff Person .F _ _ _r --- --- ---lw — ---- --- COMMITTEE TO DgyELOP FINAL REPORT # Mary L Blackburn-Wilson Chairperson: Robert Clark Task Force Members: Dorosz Kogexy, Juanita LaBeaux lo Francis Mobaniels Tubby Snodgrass Isaiah Winn Primary.Staff Person Back-up Staff Person 't - '�3 t yi '':i >u� � a� 4, t ��� } , r ;a ;,c�'a*V x�� R!3 ' »;. , :",,y;,t t, Y t,•, a� $ �$�� .n,i� a �.�;' ^ r€yt,...-< a .�: 4.e., h�,�,,k. s. 'Y }..iM1 �� au af:�• � ex v� t �-ID.t. fid :;e.•� t1 Ufa,.—?.,W�,a, tt;�?' �`'.;e�$ .:a' �;� t.�`"� 5 ��S3s.:1� �°.cava.'%� �3 z.,-.t:} �� I.X �,�iz Y - ��7 1 ,. ��' 7r ,t �� �3::•,s cr�'� A'.,,�'�„}93;t n :S� t.CV�,�k �.9 Yrs.L°:� q 6 �. � "��r ,� APPENDIX C ALLIED SERVICES COMMISSION • OF DESIGN OF A PRE-TEST OF THE ALLIED SERVICES ACT PROJECT PROJECT PURPOSE The Design of"a Pre-Test of the Allied Services Act Project (referred to in this document as the Pre-Test Project) shall work to reorganize the human service delivery system of Contra Costa County to: a) Ensure maximum coordination between all pertinent elements in facilitating access to, and to improve the effectiveness of, all the human services; b) Assure accountability of the providers of these services to the consumers of the Project area; c) Enhance utilization efficiency of human services resources; d) Assure maximum participation of the Project area in the identification of their needs and in continuing evaluation of the human service delivery system, so as to achieve maximum personal independence, dignity, protection, economic • self-sufficiency, physical, social, and mental wellbeing of individuals and families through the establishment of an effective and efficient human services program. COMMISSION PURPOSE The Allied Services Commission shall bring to the human services system the desires and the strengths of the community at large and shall work with all service constituents to assure that the community is the ultimate beneficiary of the activi- ties of that system. BY-LAWS ARTICLE I COMMISSION ORGANIZATION: Section 1. Name -- This group shall be known as the "Allied Services Comm s�?r hereafter referred to as the Commission. Section 2. Organization -- The Commission is a confederation of community and professional groups and organizations. Officers are elected by the general mem- bership to em-bership.to serve as administrators of the Commission's business. These officers, Tk y., r �X.�. „gt r.f.�... �"•,i.�'3x.+ t.�F ,a � -,.?,.. ,:,- j x 5 .t 1 ri d.: ,Y 1.g}".'N,rt E1 "k .n..t`�< ,��r;;e ��r v.-+X11`c •'�, ;'Xk '� 1 .: tx'r�"iiA' 1?k q .,y,-fr x- irk��k �. �+,'M13yy�. '�; S J `s .\ r a era � .s1 s� gh�,y^'r'�_� >'s� ;q, . . ,'�xg•L-'1..4W,q�i. $,,,+'T� ka=._'„ -=a'atF.,S� � 1�.r,.u.�'. .. s �..r Twit��.k gT.s,,y�.�'�a �rky��.�(` �.�.,; W gU�'�+$.�e..,Cka ;Fu +�rs.���� -"� Appendix C (continued) By-Laws Page Two together with representatives from each committee, comprise the Executive Board, which is the governing body of the Commission. Section 3. Affiliations -- Upon acceptance by the Executive Board, the Commission may affiliate with local organizations and/or groups consistent with its purposes. Section 4. Commission Autonomy -- The Allied Services Commission is an autonomous body.. Actions by this body shall not be nulified by anyone other than Contra Costa County Board of Supervisors. Action taken by the Executive Board of the Commission shall be binding upon all activities of the Commission, subject to review and ratification by the full Commission. ARTICLE I1 COMMISSION MEMBERSHIP: Section 1. Eligibility for Membership -- Eligible for membership are community and professional organizations and groups and individuals living or working in the Project area. Each organization or group shall delegate one (1) representative and one (1) alternate to serve on the Commission. Persons eligible shall be granted memberhsip without regard to race, creed, sex, national origin, or political affil- iation -- membership shall not be limited. Section 2. Membership Status A, Active Members -- Active members are those current in attendance of the meetings who are within the jurisdiction of the Commission and have full rights and privileges. Current attendance means not having missed three (3) consecutive meetings. If this should occur, the member is subject to recall failing a valid excuse. Article III, Section 7, shall apply. Section 3. Rights and Responsibilities -- Active members have the right to attend meetings, vote, hold office, and participate in all Commission affairs. They have the responsibility to work to fulfill the purpose and accomplish the goals of this Commission. Section 4, New Members -- To add a new member organization or member-at- large to the Commission, a request shall be presented to the Executive Board of the Commission for review and presentation to the Commission membership for ratification. Section S. Member Replacement -- A vacancy in the general membership shall be filled-in tie manner described in Article II, Section 4. Yi5 1 lf y,.,•K � tv4A�Z � '.^{`�t+i;�� :C#.:t, k£ 4�4.*.4"T t{4 } w}¢�#' P3'l� Rfi L ,Yr? ..';F fG y�1y YL�,�� �g �� c�T.- "`,. ;y+ �,� XY.,,�.. ,,�€otx.�r..,,�;'✓r�, �"" ,�, r�y��ryk � w � 3'x$'1-= 'y` r 9 s" 3 � :+: � v�t' r ?€`:c' ,,' :�, s fi Appendix C (continued) By-Laws Page Three ARTICLE III GOVERNING BODY: Section 1. Membership -- The membership of the Commission shall be the final governing body of this organization. It may delegate authority to its Executive Board to fulfill the responsibilities with which the membership has charged it. Section 2. Commission Officers -- The affairs of this Commission shall be admin stere by four (4) officers: Chairman, Vice-Chairman, Secretary, and Fiscal Officer, as directed by the Commission's Executive Board, The titles, duties, selection, dismissal, length of office, areas of responsibility, and any other responsibilities of the Commission officers shall be designated by the Com- mission Executive Board ratified by membership. Section 3. Executive Board Members -- The members of the Executive Board shalf const of the Chairman, Vice-Chairman of the Commission, Secretary, Fiscal Officer, and Chairmen of each of the following sub-committees: Program, Publicity, and Legislation. A. Chairman 1. The Chairman shall be the executive officer of the Commission, and shall preside over all Commission meetings. 2. The Chairman shall be one of the Commission officers authorized to countersign all orders and policy agreements concerning the Commission. 3. The Chairman shall have the authority to appoint any ad hoc committee necessary to the functioning of the Commission, 4. The Chairman shall be an ex officio member of all committees; he shall have voting rights as a member of the Executive Board of the Commission and shall vote on full Commission matters only in the event of a tie. S. The Chairman, in the event of a vacancy to any office, shall jippoint a member to fill that office, with ratification by the Executive Board, until the next election. 1 6. The Commission Chairman shall serve as the voting representative of the Allied Services Commission to the Allied Services Board. B. Vice-Chairman 1, In the absence of the Chairman, or in the event of the Chairman's inability to serve, the Vice-Chairman shall assume the duties of the Chairman and such other duties as assigned to him by the Chairman. �,�p�"`.,.r����{. y* ,! i s ii ": a, k r: s �..., 5 Y 1 d-,tt i 'v r a t : .,i' rct•r '. .. + i"'c'fi'KYF t aat',x, 4 F �. � .;' Appendix C (continued) By-Laws Page Four C. Secretary 1. The Secretary shall be responsible for receiving all correpondence and communications on behalf of the Commission. 2. On direction from the Commission Executive Board, he or she shall _ respond to correspondence and communication. 3. The Secretary shall be responsible for maintaining membership records, including a current membership list, addresses, and phone numbers of the members. 4. The Secretary shall be responsible for the distribution of Commission materials. 5. The Secretary shall be one of the Commission officers authorized to act in behalf of the Commission. 6. The Secretary shall keep a correct record of the proceedings of all Executive Board, general membership meetings, and be responsible for distributing a copy to the membershin;prior to the next general membership meeting. 7. The Secretary shall be responsible for filing a copy of the minutes of all meetings with the Allied Services Board in accordance with the Commiission By-Laws. D. Fiscal Officer 1. The Fiscal Officer shall be responsible for the fiscal activities of the Commission and shall maintain complete records 6f the fiscal activity of the Commission. 2. He/She shall present the Commission fiscal activities to the membership for ratification. Section 4. Elections A. The annual elections will be held in June, and officers shall serve from July 1 through June 30. B. The Commission officers shall be elected by the general membership by majority vote by secret ballot. C . Provision shall be made for absentee ballots. D. The elections shall be conducted by an election committee selected by the Chairman of the Commission, which shall consist of five (5) members who are not candidates for an office in the election. This committee will be responsible for validating ballots and publishing the results of the election and to assure that the statements of candidacy are available to the membership. Appendix C (continued) By-Laws Page Five E. The candidate receiving the majority of votes cast shall be declared the winner. In case no candidate receives a majority vote, there shall be a runn-off election between the candidates with the highest number of votes. Section 5. Nominations A. Nominations shall be accepted from the floor of a general membership meeting in May, with the consent of the nominees. Section 8. Term of Office A. No officer may serve for more than two (2) consecutive terms. Section 7. Recall A. Recall may be originated by a petition signed by at least 30 percent of the active membership submitted to the Executive Board of the Commission. After the recall has been originated, the Commission Executive Board must refer the matter to a general membership meeting of the Commission within 30 days of the presentation of the recall petition. Before the secret ballot is taken, the member being recalled has the right (within 30 days) to make a presentation relative to the recall against him. Upon majority decision of those present and voting, the recall will be presented-to the membership for secret ballot. A majority vote of the entire Commission shall decide the recall. Section 8. Vacancies A. , An office shall be.declared vacant when a member of the Executive Board resigns from his office or is recalled, or a Commission member resigns from the Commission or is recalled. B. An office shall be declared vacant when the holder of the position is absent from five consecutive Executive Board and general membership meetings without excuse for good cause by the Executive Board. C. Office vacancies shall be filled by a majority vote of members in attend ante at a general membership meeting. D. Those persons resigning from office shall submit a letter of resignation promptly to the Executive Board Secretary. E. Vacancies in the general membership shall be filled in the manner set forth in Article II, Section 4. Section 9. Commission Membership Meetings A. All meetings of this Commission shall be conducted in accordance with the Commission's by-laws and with Robert's Rules of Order. B. The Commission shall have regular monthly membership meetings. C . Special membership meetings can be called by the Commission Executive Board or by the petition of ten percent of the members. D. Members shall receive Witten notice at least 48 hours in advance of time and place of all special membership meetings. � rs t } _ r F, ? #c yr :•i t7 7 4� .uR#fir{ sig 1 :x ri r A s s,,,H' t :i.. ;.:` x t v..,f} r. tr x:, t:`s•,v l 5;� t�.°�� �£i;t°if ?��,t"�,�'`4! Y .l' �.s�r-}3,ti,:a�� atfie+.rA�3.Yis`�,y'.��k:H,S^'m`;�,?..r -.�::}:�'�'k� -+- $ xr,�� � 3 t: ns "� "' ^�';y.�'4.5k.��-`I'k►`�'°'��#d �cC rot ,9' � -+: � C Appendix C (continued) By-Laws Page Six Section 9. Commission Membership Meetings (continued) E. Any action taken by the majority of the full membership at a general membership meeting shall prevail over any contrary action taken by the Commission Executive Board F. All meetings shall be open to all members. G. Fifty percent of the total membership shall constitute a quorum for all regular and special membership meetings. . Section 10. Commission Executive Board Meetings A. The,Commission Executive Board shall meet at least once a month. B. A majority of the Commission's Executive Board constitutes a quorum. C. Special meetings may be called by the Chairman of the Executive Board upon the written request of one-third of the members of the Commission Executive Board, or upon his/her own initiative. Section 11. Negotiations (Executive Board) A. The Executive Board of the Commission shall serve as the Negotiating Committee for the Commission when necessary. ARTICLE IV RESOURCES: Section 1. Funds A. All expenditures up to $25.00 require approval of the Executive Board. All expenditures over $25.00 require approval of the general membership. Section 2. Records -- Financial records of this Commission must be kept at least four (4) years. They must be audited annually by an independent auditor. Section 9. Technical assistance shall be provided by the appointive authority of the ounty Board of Supervisors. • .r x:� ;Kr + ;�(�° - �>' � Y:�" S ,ed •w � `,� � o-`t•Lxt.� f,x',3"t'4P� �'v vr4F 'ir.4 �+s ..y. 3-�""tyyE��e't �!t..:4},z i£� rs..: +, . I:i 1 i-., 't vak•,.- .i r,,. C.A';.Str... fie, „tt sbt � ti,. 1.".` fix,, "x 1.� -.a.: .S, z �t ?5zd ;?�$A'�.a.;.srv. a�e �.4�a��L'tit� �.7Z}�-YS}'�a.C+'yaN+W�42r11E k, ..`c`SA�rt�^,.,�:.i.t. S• ..Ft`f� ^p,.. 3Yi:?�e L'VpP'�,,:.'� °'I 'i G �71{�S� s� F Y k:�m�s `k� :{,� a t.�„&`. ct} �F+ Y 'Appendix C (continued) By-Laws Page Seven ARTICLE V AMENDMENTS: Section 1. Proposed amendment(s) to these By-Laws may be originated by a ma ority vote of the Commission Executive Board or by a petition signed by at least ten percent of the active members. Section 2. The Commission Executive Board shall provide a copy of such proposed amendments) , along with the original sections) of these By-Laws, to every active member of the Commission for review prior to voting. Section 3. The proposed amendment(s) shall be discussed and adopted or rejected 3y a majority of those members voting in a special election by written ballot. ARTICLE VI RATIFICATION: Section 1. Ratification -- Upon formal acceptance of these BY-Laws by two- -7 o toss eligible Commissioners attending at the ratification meeting these By-Laws shall be considered ratified .^ t $k9e. t+`1ia3':2 y. 57rC{� ,:a i -•i t rot"M, ^F74 ^ e^:. l✓ 1.,' i t AF-7.�. .k8 y. l Lf..�.. 10. a "YMs" ''t-i" �k+} •et,+ .t'r h,;i � a $, ?,�": 'f.••t h.�'+ 1 "F$, .M .>;e;G �� {y;Yss ":S' `° .�e,- d., .._, i2 �."v� :; yl' i 7' ALLIED SERVICES COMMISSION September 11, 1975 MARY BLACKBURN WILSON ETHEL HASIIANN Food Advocates American Cancer Society 2288 Fulton St. .��;�-:".�h� ,�-m,e� l029o��la�e'lusC�Su� Berkeley, CA 94704 642-491.1 - # d, CA 9,1.894- JY536 5�S—G FlOI LARRY BUTLER ETHEL HOLLIES Richmond Black Caucus South Side Center 726 S. 49th St. 462 Spring St. Richmond, CA Richmond, CA 94804 234-1591 BOB CLARK ; '',' "� -- MYRTLE HUNT Domestic Action Coalition South Side Council 2710 Wiswall or 237-5518 (Confd) 1815 Maine Ave. 237-9030 P. O. Box 1089 654-9573 Richmond, CA 94804 236-0440 Richmond, CA 94804 - " JUANITA LA BEAUX MARY Y. DAVIS Community Representative at Large Community Representative at Large 745 S. 14th St. 1750 Garvin Ave. Richmond, CA 94804 235-4797 Richmond, CA 234=0895 CHARLES MASON ZELDA DE PAOLI Countywide Youth Program Community Representative at Large 247 Rodeo Ave. 1714 Harrold St. v Rodeo, CA 94572 799=3171 Richmond, CA 94801 232-6869 DIANNE MCCLAIN KAGEY DOROSZ -Nor'th-RtchMDfi? NFj---VnbornR0a House Central Labor Council �g� -Richmond, 320 - 13th,St. D Richmond, CA 9480 '1 235-3138 Richmond, CA 94804 x q%w- FRANCES 11cDANIELS FVILLIE F. DORSEY League of Women Voters Area Council of O.E.O. 5990 Rose Arbor 235-5961 513 Grove Ave. OEO: 2228 Richmond, CA 94804 235-4930 (h) Richmond, CA 94804 232-3063 ADA PIERCE WILLIAM HALL Las Deltas Tenant Organization Model Neighborhood 4Ommunity Board 1616 Jade St. i��• /68/ N. Richmond, CA 94801 234-8424 Richmond, CA9480 234-6883 GONZALO RUCOBO RUTH L. HANSEN United Council of Spanish- Iron Triangle Speaking Organizations 1100 Roosevelt Ave. 1234 Nevin Ave. 229-2210 Richmond, CA 94804 235-5336 Richmond, CA 94801 232-6050 (w) EDDIS HARRISON N. M. SNODGRASS Richmond Elementary Council, PTA Council of Richmond Industries 5320 Rosalind 4505 Macdonald Ave. El Cerrito, Ca 94530 233-5015 Richmond, CA 94805 233-6880 ��� °�`.4`,y��� a h'M'��• �r#it�;'ne l' i,r - } ? c K: 'k + a �S.ya S +e 4xw k 1,..:. 7'. r ..N }a1r 't { r'i`.�p�95 u,;'Sf,3..,r u�Sc,pi. p 4,...,.s.:.,,:..axaiv.-.+R -&,•=f;;,.:t,*"ia :.3.?•k,•i'G` s$,3tr,3:x:1 s-z+,z„l `•r,:e,.,''a. ":,k..4:i?:tr,,;`,k.•�*,v " :�`r, ',. w.'Ia, � +Fug,' „s,gts; t"iy*i� '"'� A;i'N.J",`'6 ALLIED SERVICES COPIMXSSION Page 2 September 11, 1975 BETTY STILES CHARLES WILSON Greater Richmond Interfaith Project Concerned Parents TAsk Force 710 Hancock Way 1709 Ganges Ave. 529-0159 (h) _ E1 Cerrito, CA 94531 526-3956 E1 Cerrito, CA 94530 524-3545 (w) ROSE WILKERSON ISAIAH WINN West Contra Costa County Parchester Interim Planning Children's Council Committee l8A7 - 7th St. 237-4475 705 Harrison Dr. Richmond, CA 237-0386 Richmond, CA 94805 233-3898 ALTERNATES - ETHEL K IVO OLDEN Richmond ementary Council, PTA Las ltas Tenant Council 5405 Rosalin 1611 rth Jade St. E1 Cerrito, CA 4530 Richmo , CA 94801 BEN FIGUEROA FRANCES UNDERS United Council of Spanish- Concerned arents Task Force Speaking Organizations c/o 1709 Ga ges Ave. 1234 Nevin Ave. .£1 Cerrito, 94530 Richmond, CA 94801 232=6050 SEN MINUTES TO: Allied Services Board (15) Sickenger (1) A2 Croutch (1) Weide (1) Judy Miller (2) y Grove (1) (file immediately. King (1) in project file) ALSO TO: LUCY EL ON, S.R.S. Y NELSON Dept. of .W. State Office on Aging 50 Fulton St. 1407 Market St. , Room 324 San Francisco, 9-Z4102 San Francisco, CA 94103 MANUEL RAMOS, .XEC. MARIE GOODMAN U.C.S.S.0./ Mental Health Advisory Board 516 Main t. 250 Susanna St. Marti ez, CA 94553 R tinez, CA 94553 fJ :N BOYLES JR. man Resources Committee, Grand Jury 3028 May Road Richmond, CA SEND AGENDAS TO: Mary Dunten (both ASC and ASB) Total 'Copies; 55 �4'i:dF �Ea,..w 4 x .�. 4• h i.,, r'; 3�, :k ,.�l ��' .--? r ..°�,X. t .i S +'` r, °r+"+,. a,, 4. �� 1.'--a ice-, i ,� f s. - ) /y t�+a„;f'�ti`�}��(.r, i., b77. '�'z�;�i�°4�'e5 �. :.a1 k i =k�.y I ror'Ti<;V.v'..g1. � k • �t�k�iE�,efmi";��4��:h'j.a �.T��� �,.'^;�ix�+,�� `1 «'.:,�.�s;'`,�... f"'°y ="-�:S�a 4 �• ,'�:a r°�ip�,x u#�r+; `kd' y.K��. �, a r'a ., ? I` '�. �.1"-''a�.xrx.� ;{�@ January 14 , 1975 (Judy Miller: On December 17, 1974 the Board agreed to sponsor a workshop (County-City) to determine how funds are to be expended through the entire county with respect to delivery of human services . ) Boggess : This Board was to designate someone to continue meeting with cities on the delivery of human services problem. If no objection,, Mr. Will and I will represent the Board. Do not believe order is required. Moriarty No objection. I am very concerned with allied services program progress. Would like to see more pr res in Richmond and Pittsburg areas. It is my thought that the -s should work very closely with County Administrator and Human. Resources Agency in these two fields particularly. The Human Resources Committee should be kept closely informed. 70�14 t O� Boggess: You could represent the Board with mwr in addition! to me, Boggess: Then the three of us will represent the Board. Co . Administrator: The importance of the allied services project is such that Human Resources Committee should take lead ��, in that particular subject. Moriarty: I want to be very sure that we are not duplicating efforts and are utilizing people and facilities in assistance as much as possible, x,!23, .•Q"R.�C„G'"t! fA y f�i,, �"i" �'�t.t`'r.�.�sy � t a ; r S': k t k`, 5. ii . tax }t� x* :''}''tr,�'�i't... � �t�. �S .;<t�-W'n.�it�5��•�°t�'�� ( Y..,y, t ,� f � z- ♦ r, YI. i t2t a u �"c Y ;rt k Eq+—+fir 4 ..€ {`t DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE REGIONAL OFFICE 50 FULTON STREET SAN FRANCISCO, CALIFORNIA 94102 OFFICE OF DEC .1 i�j� THE REGIONAL DIRECTOR AGENDA ITEM 4,/q, for J"-. - (date) RECEIVED Mr. Warren N. Boggess, Chairman DEC 5 1975 Contra Costa County Board of Supervisors J. R. OLSSON 651 Pine Street CLERK fiOA?0 OF SUPERVISORS Martinez, California 94553 Dear Mr. Boggess: Region IX, U. S. Department of Health, Education and Welfare, has recently been reviewing the progress of the Contra Costa County ..All.fq�d_5qrvices__?roJect toward 'development of a formalized human services decision-maki-n-g process. In conjunction with this, on November 119 1975, 1 met with representatives of the project from your county, including Ruth Anderson, Co-Chairperson, Joint Information-Sharing Council ; Henry Dishroom, Assistant City Manager of Richmond; Mary Blackburn Wilson* Chairperson, Allied Services Commission; and Andrew Eber, Government Relations Director, United Way. The meeting concerned DHEW's cqJnJnued,..commftmenJt to the county in regard to the. AllieO,Servic ,es,,@ffqrt. As a result of the meeting I was favorably- impressed with the extensive commitment that has been obtained from your cities, unincorporated areas, and advisory boards in working toward continued development of this process. It is my understanding that currently your Board of Supervisors is considering the continuation of this effort. I would therefore, on behalf of DREW, like to express our Eoq!� Inued ,,s,u pjo .p .rt and interest, even though our special R & D grant-Wil shortly expire. In this regard, you should be aware that HEW has reintroduced the Allied Services Act. We are hopeful that your Board will take positive action to further this effort. You can be assured of whatever support and/or assistance we can give in terms of achieving the goals that Contra Costa County has set itself. I am hoping to visit your county in thevinear future and meet with members of the Board of Supervisors and Mr.- Will , the County Administrator, to personally review the Allied Services Project and other HEW programs in Contra Costa. Sincerely, p,.Joe P. Maldonado Regional Director MAJORITY MEMBERS: MINORITY MEMBERS: CARL D.PERKINS,KY.,CHAIRMAN ALERT H.OUIE.MINN. FRANK THOMPSON.JR.,NJ. JOHN M.A[HNRODK.OHIO JOHN H.DENT,PA. AL PHO"1O BELL,CALIF. DOMINICK Y.DANIELS,N.J. JOHN H.ERLMDORN,ILL. Jiro O'HA CH. CONGRESS OF TJOHN HE UNITED STATES M RYNI.ENBACKIAC„EO. AUOUSTUE F.HAWKINS,CALIF. EDWIN b.E[HLEMAN.PA. WILLIAMD.FORD,MACH. HOUSE OF REPRESENTATIVES StS WILLIAM A.LDORE,NIB. N -.. PATSY T.MK,HAWAII ORVAL HAN'�[ENIDAHOND, tJAYD M[ED[,WASH. ' JOS[WFtrM. YOA DOCALIF. COMMITTEE ON EDUCATION AND LABOR JACK F DWIN KEEMP.N';E.H.J. WILLIAM(SAW CLAY.MO, PETER A.PEY[ER,H.Y. EHIALCY CHISHOLM.N.Y. 2191 RAYBURN HOUSE OFFICE BUILDING DAVID D.TOWELL,NEV. MARIO BIAOOI.N.Y. RONALD A.EARA[IN,CORN. RU A T.GRA[EO,CONN. WASHINGTOND.C. 20515 ROBERT J.HUeeR,MICH. ROMANO i..MAZZOIJ,KY, .�— HERMAN EWS..L.O,N.Y. September, .18, 1974 IK[ANDREW[,HC.. TELEMION[[, WILLIAM LEHMAN,FLA. MAJORITY^—ttf-4LLI JAIME REHITQ,F.R. MINORITY—ut-Int J. E. Moriarty, Chairman Contra Costa County Board of Supervisors Administration Building, Room 103 P. 0. Box 911 Martinez, California 94553 Dear Mr. Moriarty: I appreciate very much your recent communica- tion and the invitation extended by the Contra Costa County Board of Supervisors to visit Contra Costa County for the purpose of reviewing the process of services integration now being carried out under an Allied Services Project. As the committee formulates a schedule for the purpose of further considering Allied legislative proposals, we shall most certainly keep in mind this invitation. Meanwhile, the testimony of the Director of the Contra Costa County Human Resources Agency, Mr. Robert E. Jornlin, before the committee in July will be helpful. Sin erely, (V��- Carl D. kine Chairman CDP:rm �. . 10 � RECEIVED S E P.23 1974 Voli J. R. OLSSON CLERK BOARD OF SUPERVISORS -CONTRA By t*&AWW y FOR YOUR INFORMATION 7W.; i � S FP G 1974 September G, 1974 J. E MORIARTY, CHAIRKAM, BOARD OF SUPERVISORS R. L. Jornlin, Dire or RECEIVED MUMMY TO HOUSE EDUCATION AND LABOR COMMITTEE SEP 2 41974 J R. OLSSON CLffRD OF SUPERVISORS CO TM C0. Reference: Board Order Dated August 20, 1974 1n response to the aboverefere:ncod Board Order, I have prepared for your signature a lattor of invitation to the House•Education and Labor Com— mittee to visit Contra CoLta County and observe at first nand the process of services integration currently being carried out under the auspices of the Allied Sarv. ces Project. Should the invitation be accepted, I would be nappy to assist in the developwent of an itinerary. Rb'J:aslt cc: Arthur G. Will, County .administrator Mary :Junten, Public Information Ufricer Judy Ann Allied 'services Project Director.,m Attachments: Letter of Invitation (for signature) Board Order (for .information only) i . E i;;H �r��`4f"`..t� f k i T '3 e �d �Y"t �to s �' •. �.-e¢J, }L-:. tr � +� r^i. i # S x}� � 3d ..rF'. t.�;.;,;{•'.».."ir':fy 4't„n< {q RYr.a. 1 o4v'-.• n. S.'Y,.S.:, ('. •f.i 4 lh. .h .k3,.,w. ?:��E:.' £� .,,_Ir ;t ,.� ]t.}%fl:.7„ti ystcY)�daT,ltt i< '; 4Y'C -.,,..,.� c.iue YAC :?Sd u .,�. ���M,c}_�q,,• ,Pr�q,'�a�ya.�;: '�'`.t;`��'” .-��'a��..rr...:� �iet'.4:.<< '��.. t�-S.A m}r•��?�4.3*y,�xs ''�T�4�.t �:x "7` •xl`��3', v ���`r g�Sr..�.�i�2.k'4.r ,.,y ,.th',�.y I P. KENNY, RICHMOND THE BOARD OF SUPERVISORS JAMES E.MORIARTY iAm"ESDISTRICT CHAIRMAN ALFRED M.DIAS,SAN PABLO CONTRA COSTA COUNTY WARREN N. BOGGESS ENDDISTRICT VICE CHAIRMAN JAMES E. MORIARTY, LAFAYETTE JAMES R. OLSSON, COUNTY CLERK 3RD DISTRICT ADMINISTRATION BUILDING. ROOM 103 AND ex orricto CLERK OF THE BOARD WARREN N. BOGGESS.coNcoRo P.O. Box 911 MRS. GERALDINE RUSSELL 4TH DISTRICT CHIEF CLERK EDMUND A. LINSCHEID, PirrseuRa MARTINEZ, CALIFORNIA 94553 PHONE 226.11000 STH DISTRICT EXTENSION 2370 September 6, 1974 R E C E-IVED , HONORABLE CARL PERKINS, CHAIRMAN SEP 2 4 1974 House Education and Labor Committee U. S. House of Representatives R6. OLS�.ON 10' 1! RD OF SUCIRVIjORS 13 M4; '�Vlp C "W Washington, D. C. CC1 Ut Dear Mr. Chairman: You will recall that Mr. Robert E. Jornlin, Director of the Contra Costa County Human Resources Agency, testified before your committee on July 10, 1974, on behalf of the National Association of Counties regarding the Allied Services Act of 1974. At that time the suggestion was made that an invitation be extended to the Education and Labor Com- mittee to visit Contra Costa County for the purpose of observing at first hand the process of services Integration as it is currently being carried out under the auspices of the Allied Services Project. Mr. Jornlin having apprised Contra Costa County's Board of Supervisors of this suggestion, the Board voted on August 20, 1974, to extend an invitation to the House Education and Labor Committee to visit this County, and I am most happy, as Chairman of the Board, to extend to you this invitation. If you and the other members of the Committee can find the time in your busy schedules to make this visit, we shall look forward to the opportunity of welcoming you to our County and giving you a first-hand look at the operations of our Allied Services Project. sincerely, J. X Moriarty, Chairman Contra Costa County Board of Supervisors CC: Bernard Hillenbrand, NACo BC; Tom PurvIse Asst. Regional Ddroctor for Intergovernmental Affairs, DREW <2 I IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the Matter of Report of ) Director, Human Resources Agency ) in connection with Testimony ) Presented to House Education ) August 20, 1974 and Labor Committee Regarding ) Allied Services Act cit` 1974• ) Mr. R. E. Jornlin, Director, Human Resources Agency, in an August 16, 1974 report to the Board, having noted that on July 10, 1974 he had appeared before the Committee on Education and Labor, U. S. House of Representatives . to give testimony in behalf of the National Association of Counties with respect to the Allied Services Project and more specifically the role of services integration being conducted at the local level; and Mr. Jornlin having commented briefly with respect to his presentation of said testimony to the Congressional Com- mittee and having provided the Board members with copies of his statement; and Mr. Jornlin having suggested that an invitation be ex- tended to the Committee on House Education and Labor, to visit Contra Costa County and observe first hand the process of services integration currently being carried out under the au- spices of the Allied Services Project; and On motion of Supervisor E. A. Linscheid, seconded by Supervisor A. M. Dias, IT IS BY THE BOARD ORDERED that receipt of the of ore s ai d report is ACKNOWLEDGED and Supervisor T. E. Moriarty, Chairman of the Board, is AUTHORIZED to execute a letter extending an invitation to the House Education and Labor Committee. The foregoing order was passed by the following vote: ASS: Supervisors J. P. Kenny, A. M. Dias, W. N. Boggess, E. A. Linscheid, J. E. Moriarty. NOES: None. ABSENT: None. I HEREBY CERTIFY that the foregoing is a true and correct copy of an order entered on the minutes of the Board of Super- visors on the date aforesaid. Witness my hand and the Seal of the Board of Supervisors affixed this 20th day of August, 1974. cc: Director, Human Resources J. R. OLSSON, CLERK Agency Director, Allied Services Project Acting County By o Administrator Charleen K. Travers Deputy Clerk • r Human Resources Ogency CONTRA COSTA COUNTY Date August 16, 1974 To BOARD OF SUPERVISORS From R. E. Jornl.in, Director Subj TESTIMONY BEFORE THE HOUSE EDUCATION AND LABOR COMMITTEE RE ALLIED SERVICES ACT As the Board is aware, on July 10, 1974, Mr. Edward Regan, County Executive of Erie County, New York, and I appeared before the House Education and Labor Committee to give testimony on behalf of the National Association of Counties in regard to the Allied Services Act. Attached you will find a copy of that testimony. Briefly, Mr. Regan emphasized the possibility of the Allied Services Act becoming a great step forward in improving and rationalizing the delivery of human services. He emphasized strongly the need for strengthening the authority of county government by allowing' counties to develop and implement their own services integration plans without walting for authority to flow from the state government. My testimony was based on the experiences of the Allied Services Project currently being conducted in Contra Costa County, as well as the experience shared with five other counties that participated with Contra Costa in NACo's services integration research project of 1973. X emphasized the significant role of counties in delivering human services and the need to respond to efforts in services integration initiated at the local level. I concluded my testimony with a quotation from the political theorist, Niccolo Machiavelli: "It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage, than the creation of a new system, where the initiator has the enmity Of all who would profit by the preservation of the old institutions and merely lukewarm defenders in those who would gain by the new ones." As a result of this testimony, it was suggested by the staff person to the Chairman of the committee, Congressman Carl Perkins, that an invitation to visit Contra Costa County should be extended to the House Education and Labor Committee. I would recommend that the Board direct the Chairman to send a letter to the committee inviting it to visit Contra Costa County and observe at first hand the process of services integration currently being carried out under the auspices of the Allied Services Project. REJ:ask Attachment: Testimony 4-1 I V �� cc: County Administrator Geraldine Russell, Chief Clerk of the Board �...... CL O8p = SLIPEPV ' R3 a cosy up 1.1W sCy. - r'+{3jr*..a,.a,,{, ..» ,..x,1...9.f.^�,.di;w�,�'t, �'rtX•',"fLw'.t^�F 1ii.'a...y�l,.u'f.:.$;_`%1 :"'t,� ` ., xif ", h3.. .F, S?>;. ,.,�T1�c .a •1 a n OEM� 0 J a 1735 new york avenue, n.w., washington, d.c. 20006 (202) 785-9577 STATEMENT OF EDWARD RE-GAN COUNTY. EXECUTIVE ERIE COUNTY, NEW YORK ON BE IMF OF THE NATIONWL ASSOCIATION OF COUNTIES BEFORE THE COrZiITT}3r ON EDUCATION AND LABOR U.S. HOUSE OF REPRESENTATIVES ON H.R. 12285 July 10 , 1979 Washington, D.C. 7;t' ` r I yt• • s{ f, a " u ��' ,j��°a<k't ' "kf ' a ,r.•.af'c� 4,.; yi° �1 �i,tliz•'^��M-�� ;, i STATEMENT OF EDWARD REGAN, COUNTY EXECUTIVE, BRIE COUNTY, NEW YORK ON BEHALF OF THE NATIONAL ASSOCIATION OF COMITIES BEFORE THE HOUSE' EDUCATION AND LABOR CO1,U4iTTEE ON NATIONAL SERVICES INTEGRATION LEGISLATION, JULY 10, 1974. I am Edward Regan, County Executive of Eric County,. New York. Accompanying me today are Robert Jornlin, the Director of the Human Resources Agency of Contra Costa County, California, and Ralph Tabor, Director of Federal Affairs for the National Association of Counties. We appear today because of the tremendous interest and • involvement of county government in the effective delivery of human services, and therefore, an interest in the Allied Services Act of 1974. We commend the committee for its dedication to legislation which will improve the lives of citizens in need and its interest in this particular legislation to make that task easier and more assured of success. The National Association of Counties is the only national voice for the counties of America, representing seventy percent of the total. United States population, the population which you I have been elected to represent. There are 3106 counties in the United States, all with elected leadership, providing a wide range of human services. Counties are usually associated with the building of roads and bridges and the inspection of public facilities . In truth, counties' are major providers 'of -human services. One significant set of ..services with which so many counties are now deeply involved is the comprehensive block of manpower services under the new Comprehensive -2- Employment and Training Act of 1974, with which this committee is so familiar. Also, counties provide criminal justice services . Almost all counties provide health services in their various forms. And, in almost half the states the counties continue to carry primary re- sponsibility for the delivery of social services. Adtlitionally the delivery of some emergency services is also left in the hands of many more counties. Not only are counties, municipalities and cities the levels of government closest to the population but they are usually small. enough to be truly responsive yet large enough to. provide effective Services thus making the local units of general purpose government. the ideal body for coordinating human services. In my own experience local. coordination of human services is, at this time, more. a conceptual dream than an operati8nal reality. For the past year Erie County has -been studying methods wherein our fragmented health anu social services can be re-deployed to form an effective comprehensive human service delivery system. The system under development would be oriented to respond to the totality of needs presented by families and individuals in contrast to the current pattern of reacting to health and social problems after they occur. ' We propose to emphasize four major factors in the design of the system: (l) a preventive approach to client problems by stressing early identification of conditions which lead to health and social dysfunction; (2) the decentralized delivery of services in accessible community-based human service centers; (3) the joint provision of services by our Departments. of Health, Social Services, Mental Health, Aging, and Hospital; and (4) the participation of the community in the planning and monitoring of services to be rendered. Our good intentions in this plan are, however, marred by the realities of existing programs and policies which, through their construction, pose barriers to the ready implementation of our plan. Present categorical. programs directed at specific pathologies, popu- lations, or age groups , with varying eligibilities restrict the development of new and innovative service mechanisms . These restrictions are the primary hurdles to service integration at all levels of government. The Allied Services Act is viewed as a great step forward in improving and rationalizing our delivery of human services. For these reasons I voice support of the bill with our recommended r revisions and inclusions. In summ;.ry, we fundamentally support the bill, yet would suggest a number of changes. As you will hear from the next person to testify, the significant value and import of this legislation has been demonstrated through the Allied Sei.•vices Research Project conducted by NACo -- and I call your attention to the published report, Human Services Integration at the Community Level: A Six County Report (submitted now to this committee) . However, to optimize the potential of such a law at the community level, we must emphasize the need to strengthen the authority of the level of government actually providing services. We, therefore, feel it is imperative to remove the limitation in the bill that permits initiation of services integration only at the state level. We propose an amendment to the act -- to allow counties to respond to the population with which they are in such close proximity when a need for services integration is made known. i'.k�. �c +�3, tA,,c,..d➢�.:,�k�. ''.t.R Oji ` � t r t ti ar f .y3 s iSP -x-n: .r ..:: ,,..r,<r.a..Z�,.t,s3...,ss,..�+>,.�<w.�:4.-s�� §L.,��+s,�':s,�'�?1 :4�,}. .�.,.r.�r,..l`r't�t.-,c„�:,?S.k..:��r,ct.; i ?.._ ..�: ',� _�'!t'' +�.e;'�o;��i�;�t�a?yr„.a�•,•...A: �•:�,�;•tb..�� ' ' If the time is not right for the governor' or. the state to move, the local community for which the time' is right should not be restrained from moving forward. For years our county and many other counties have fallen short of the goals we have set for ourselves in servicing the day to day human service needs of our populations. Social services have not overwhelmingly contributed to the development of self- sufficiency and self-support by those individuals who need the greatest help in pulling themselves up. Health and mental health services may be available in severe crises, but they are not available enough to prevent those crises from occuring -- or recurring. As strongly as we have committed ourselves to improving the way of life of all our citizens in need the very young, the aged, and those unable to care for themselves we have not been successful. Daily, persons in need of food, of clothing, of shelter, of counselling, and of- family protection come to us for these services and some- times we can deliver, sometimes, no,--. Though we provide the services we can, we are most limited in our ability to respond to need by the administrative measures of federal programs and by the huge gulfs between the rigidly narrow and restricted categories of funds and services. The federal government has provided, through its multitude of cate&orically funded programs, resources to meet basic human needs. But it has placed these resources just beyond the reach of those in need. And it has made us , the elected representatives serving in the governmental unit closest to these people pari of the -barrier separating them from what they need. Both the members of the population at risk .and representatives of the federal bureaucracy look to us at the community level to find the solution to the problem which recreates itself each time a citizen needs a human service. We are severely limited in finding that solution and will remain so -- unless the red tape binding federal .categoriclal funds is UITAound. The first step in, that process is the Allied -Services Act of 1974. The bill is not the answer to the total range of problems which continue to prevent the swift, responsive flow of services to individuals in need,• but it is a legitimate beginning and the z; only one in sight. { ¢ S �^f• • 3 ^ f 1} T �Y Vtt T .d? ,,,^�•,`•.r�"'q3 r�'r.". 21A 4W t.Fi,,•.az�Y�.`"��'�',a�. _.,s,rir.M-kv.+ ,�w35- ,'4:t.,; a.�4a'��. .Yy..xrY:�.h. j�,.,r+...5,..}+� z_z r 7.,.:�±.s•r,.;,.ac z V ia- f+xi r,y fx��.,ar;,�d St`s�l•t','�**A,.yy''5 c�Yfi<�,'. � f�.:j; t�'izr ,:,ytttt�..s+ '��+ �'`'.;ak';.#•,'?�,.;,5 y,v u4»s.t t •'r�k�*4s.S,u.x,.�::Jl Fs•.r.",,u''. ..•. Y ?'�t�,..�,�t`i, �a„.+-C.f` 3',-s:,� ,:� ,. v �e--.�� 2;�..ns e. -,•y,,�ai �vuie, r, is:e F"..-a` � .,y a � 1735 new york avenue, n,w., washington, d.c. 20006 (202) 785-9577 STATEMIENT OF ROBERT a0RNLIN DIRECTOR, HUxSA13 RESOURCES AGLNCY CONTRA COSTA COUNTY, CALIFORNIA ' ON BEHALF OE T1173, NATZt)NAII ASSOCIATION OF COL114TIES BEFORE' THE COMITTEE ON EDUCATION AND LABOR U.S. HOUSE OIC' REPRESENTA7'ZVES ON H.R. 12285 July 10, 19", 4 Washington, D.C. if V d r ..r.+...+r+r+�'�""^' t .•f { ; i� t a M...Y x",4..r rn,8.,2t,,r.x 7 ^''� t we ,y,4 etYt s. `�'*,rr` 3: "� STATEME.NT OF ROBBMT JORNLIN, DIRECTOR, DUMAN RESOURCES AGENCY, CONTRA COSTA COUNTY, CALIFORNIA, ON BEHALF- OF THE. NATIONAL ASSOCIATION OF COUNTIES BEFORE THE HOUSE EDUCATION AND LABOR COM14ITTEE ON NATIONAL SERVICES INTEGRATION LEGISLATION, JULY 10, 1974 . I am Robert Jornlin, Director of the Human Resources Agency, of Contra Costa County, California and I have come before you as a representative of Contra Costa' County and the National Association of Counties to testify on the Allied Services Act of 1974 . Contra Costa County has pioneered services integration it the local level. The county Human Resources Agency was formed in 1971, consolidating four major programs health, mental- health, medical care, and social services. Several methods of developing, coordinating and int6grati,ng services have been employed by the county including service contracts, jointly funded planning*, the establishment of community groups to increase citizen participation, the development of a multi-service community center, and planning for the increased use of electronic data processing. • Over the past 2-1/2 years, our county has been supported in its services integration undertakings by the Department of Health, , Education, and Welfare' s services integration grant which provided the staff and resources essential for program planning oind imple- mentation. Without these federal resources, extensive planning .And aggressive movement toward a successfully integrated egrated system would have been extremely difficult. Contra Costa's third involvement services integration and the concepts of the Allied Services Act took placeas we participated _7_ in the six-county Allied Services Research Project conducted by , the National. Association of Counties in 1973 . The NACo research effort gave, us a 'chance to stand back and evaluate our progress in the field of services integration. It provided independent feedback and the added perspective of five other counties approaching similar, objectives. Thus, through the establishment of the Human Resources Agency, through the planning and development supported by HEW funding, and through participation in the NACo study, we have learned that Contra Costa County is ready for services integration; and now we need an authority such as the Allied Services Act of 1974 .to totally carry out our plan. Like the other 5 counties in the NACo study, Contra Costa would benefit by the lmplemuntaLiuii of the legislation. 'relo., however. dant some changes in the act. We would like to see the act expanded to include more aspects of each federal program area involved, and to include the authority for additional funds to establish human resources staffs and planning capabilities to achieve intergovern- mental. cooperation. And, we especially want to see more authority going to the local unit of general purpose government that governmental level which should be designated to carry out the objectives of the bill. Dur experiences in Contna Costa County with the implementation of an allied services approach have led us* to the conclusion that the act, for optimal effectiveness, must mandate citizen participation . . in the development, approval, operation and evaluation of the local and state allied services plans. In our own project we have developed an organizational plan for this 9 undertakin now submit nosubmit this plan -3- and Contra Costa' s own reports on its services integation efforts for the committee' s consideration -- that is, our Feasibility Study Design and Proposal for Third Year Funding. Both Contra Costa County and NACo are pleased and want to note our pleasure with three changes made in the first Allied Services Act, introduced in 1972 : first, using the bill as a source of re- . search and demonstration undertakings rather than straight implemen- tation in services integration; second, lengthening the period of time during which funds can be provided; and third, increasing the percentage of funding which might be transferred. We feel that acknowledgement of services integration efforts as experiments and recognition of funds and time necessary to effect' change are realistic, reasonable changes. Other recommendations, determined through the NACo study and noted in that report (which was referenced. as part of I Mr. Regan I s testimony) are: State Pass Through. A provision should be added to the bill permitting HEW to approve and support local allied services plans when the state does not choose to participate or moves. too, slowly in developing the state plan. Four of the six counties in the NACo study detected little interest in services integration on the part of their states, and are not confident their states would participate in the allied services legislation. Therefore, counties recommend that -the initiative to develop services integration plans should pass to local elected officials if governors do not act within a reasonable length of time. Greater State Responsibility. The intent of the proposed not to provide a larger role- for states in coon dinatinghuman servioos 4 pre imbalance in our federal system. is necessary to redress the pr Increased responsibility should be an integral part of this new authority. Under the current provision, however, a state could limit its participation to minor administrative tasks in the certification of local plans and leave untouched t)-ic broad questions of federal, state and local roles in better services delivery. . • The allied services bill must be more ambitious in requiring the changes necessary to foster a .comprehensive planning and ser- vices delivery strategy at the state level. ' Clarif the Role of Substate Regions. For substate regionalism to be optimal, all state human services agencies should be mandated to plan and deliver services and collect data in clearly defined coterminus regions. A related issue, also unresolved in the legislation, is how the allied services plan meshes with other regional "comprehensive" . plans. is the allied services process to take precedence over the comprehensive health planning process established by section 314 (b) of the Public Health Services Act, as amended? How is the allied services plan to be coordinated with regional plans funded by the Law Enforcement Assistance Act, or with manpower plans developed by Manpower Area Planning Councils or Ancillary Manpower Planning Boards? , Also, in implementing this legislation, there are needs to be met by HEW: . ° the provision of model plans to guide communities in designing their own plans; 7 ' e7 e S..Q,�d p`t''.Y r r �; .r ht„ +y. s y_l (,1! . e v. 7, �p '°� .$dc4,. a trR. { fs �'�r'.:P'l`Y'�i�. * Us .:t w {y 1"Y 52 �,� , �nc,r " £•'y�. ;',. "t '+r.3 v.. y _ty C ''*-. h\ `+fit:,,, 'rYd t di,2 gut ',� £r.c F` `• +,r a .�t � e ° soma guarantee that participants in approved plans have pre- ference in receiving federal funds for new services; ° the provision of technical assistance; ° the establishment of a mechanism to review and evaluate preliminary plans; ° special demonstration funds to sites interested in designing human service information systems; and ° a forum for the regular exchange of views on services in- tegration such as an advisory council of state and local elected officials. . The Allied Services Act, even after incorporating the above amendments, will still be but the first of many, many steps in i.e-- fining a federally supported human 'services delivery structure which has grown erratically. The process of improving the effective delivery of human ser- vices in the U.S. will be slow -and painful. To quote an infamous political theorist, Niccolo Machivaelli: "it must be remembered that there is nothing more -difficult to plan, more doubtful of success, nor more dangerous to manage, than the creation of a new system. Where the initiator has the en- mity of all who would profit by the preservation of the old institu- tions and merely lukewarm defenders in those who would gain by the new ones. " ftE�}i11�t� '.3�i ;`$� ,.f[ ; it In the Board of Supervisors of Contra Costa County, State of California May 17 , 1977 In the Matter of Final Report of the Allied Services Commission. The Board on January 18, 1977 having referred. to its Internal Operations Committee '(Supervisors E. H. Hasseltine and N. C. Fanden) the Final Report of the Allied Services Commissiori for consideration in conjunction withproposal for a compre herisive human services planning and decision-making process ; and The Committee having this day submitted its report recommending that the Final Report of the Allied Services Commission be accepted with appreciation to the citizens and staff who participated in this eff—dr"t, and having further recommended that the County continue to develop and test methods for improving and consolidating the delivery of human services; IT IS BY THE BOARD ORDERED that the recommendationsd6f the Internal Operations Committee 'are'%APPROVED. RASSED by the Board on May 17, 1977. ' I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of cc: Board Committee Supervisors Director, Human Resourcesaffixed this0ay of 19� Agency County Administrator J. R. OLSSON, Clerk By Deputy Clerk M Crai H-24 4/77 15m `-%` ji Lr htr,� 1�.��✓�}'�rif�J �`Y ^- The Board of Supervises Contra , James County Clerk County Clerk and County Costa Ex Officio Clerk of the Board Administration Building Mrs.Geraldine Russell P.O.BOX 911 ,/ Chief Clerk Martinez,California 94553 /�"/ County (415)372-2371 f�N James P.Kenny-Richmond 1st District LRECEIVED Nancy C.Fanden-Martinez2nd District Robert 1.Schroder-LafayetteY /�' 977 3rd District 1Warren N.Boggess-Concord4th District . R. OLSSONEric H.Hasseltine-Pittsburg MAY 17 , 1977 ARD OF SUPERVISORS 5th DistrictTSCO. De u REPORT OF INTERNAL OPERATIONS COMMITTEE ON MATTER OF THE FINAL REPORT OF THE ALLIED SERVICES COMMISSION The Board on January 18, 1977, referred the Final Report of the Allied Services Commission to this committee to be considered in conjunction with the proposal for a comprehensive human services planning and decision-making process. With the introduction of the Allied Services Act of 1972 came the allocation of substantial funds for Services Integration, Target of Opportunity (SITO) projects. These projects were designed to pre-test parts of the proposed Act. Twelve areas across the country, one of which was Contra Costa County, were initially selected by the Department of Health, Education and Welfare for such projects. Contra Costa was selected, at least in part, because of the efforts of the County in the Model Cities Program. There are two primary concerns for human service delivery which prompted the Act. One concern is for the quality and effectiveness of the services and the other is for the cost of the services. In short, the constant objective is better service for less money. The funding process can be reduced in complexity and cost by moving to direct funding of a total human service program within the County. This would require a local allocation process which would necessarily be based on a comprehensive human services planning process. At the same time, significant service improvement will seemingly occur only if services are integrated, coordinated and tailored more closely to community needs. To provide such management of service will also necessitate a comprehensive planning process. Thus, the double objective demands a process by which a comprehensive plan for integrated service delivery can be formulated. YUlicro�iimed with 6raarc� ortdAr` '.,�' �' h ';S a� p Cf'�til ` 41' r r a F ;t`,�,7.' `•' �., :r j, t 'ryz t � t3 h' -2- While the Allied Services Act was concerned with the funding process, the part of the Act which was to be tested in Contra Costa was the development of a process to provide integration of planning and services. Specifically, it was an objective of the Allied Services Project to identify the barriers to such integration. The thesis of the Act and the associated SITO Projects was that human services could be improved and that funding could be directed most appropriately to the satisfaction of needs through integrated service delivery. The prelude to the identification, coordination and integration of services must be the identification of community needs and the establishment of priorities. Those most qualified to judge the needs and priorities within the community are those with direct personal experience. To perform the tasks associated with the Project, the Contra Costa County Allied Services Commission was formed in April of 1973. The Commission was structured to allow participation of the recipients of County services in this study. The Allied Services Commission was the citizens component of the Allied Services Project. There also existed an Allied Services Board consisting of nine Department Heads involved in the Project and a Project Planning Group consisting of approximately twenty staff members of these departments. The enormity of dealing with local citizen input throughout the County, and the fact that the City of Richmond and Contra Costa County had already established a realtionship in the area of service integration through the Model Cities Program, led to the restriction of the program to one area, Richmond. In fact, Richmond became a co-sponsor of the Project. The Commission established several task forces to concentrate necessary effort on areas of interest and concern. The fact that efficient delivery of service is highly dependent upon the smooth interaction of planning and implementation functions became evident. The Allied Services Project addressed only the planning for such services. once a plan is developed, however, there are no results without effective implementation. The Commission eventually concluded that the success of a plan is not nearly as dependent upon the content and quality of the plan as it is upon the ability and willingness of staff to implement the plan. The Commission developed a deep sense of frustration from its inability to influence the County and City departments charged with actual delivery of services, and with the resistance it encountered from staff concerning changes in operational policy, especially where loss of control or responsibility was involved. Juris- dictional disputes arose which disrupted the integration and ' • -3- coordination process. Although staff personnel were directly involved in the planning process through the Project Planning Group, there appears to have been less than full commitment of the departments to this process. As a result, the process tended to produce plans which were unacceptable or needlessly difficult to implement. The clear message from this experience is that planning must be conducted from the start with eventual implementation in mind. Furthermore, if integrated policy making and planning is to be conducted separately of the service staff organization, com- munication must flow smoothly from one to the other. The only effective flow path appears to be via a body with authority over both functions. In the case of the County, this is the Board of Supervisors. In order for the process to work, a very clear commitment of the Board is vital. Citizens and staff must know what is expected of them and the Board must be ready to resolve differences as soon as they arise. Measurable objectives should be identified and flexible boundaries of responsibility must be established within County agencies or departments. The intended results, demonstrating that heavy citizen participation and cooperation amongst services could lead to an improvement of the entire human services delivery process, were not realized. No specific or detailed model for planning clearly emerged. No plan for integration of services was identified. The failure to satisfy the elementary purpose of the effort did not allow any evaluation of the higher order questions, namely integrated delivery of service or financial advantages of direct or block grant funding. The lack of results stemmed in part from the failure to initially identify any specific objectives for the project, and , more importantly, any criteria for evaluation. The effort was further hampered by a simultaneous initiation of the Human Resources Agency in the County, which provided a somewhat disruptive influence on the project due to the readjustment of organizational responsibilities. Rather than learning how to integrate services effectively, we have gained from this project a better understanding of the nature of the process. Barriers to integrate service delivery exist and must be overcome. Most of these seem to relate to basic human nature. Citizen participation is highly desirable in developing policy but that effort cannot be independent of the implementing departments or agencies. The Allied Services Project has served a valuable experience in the current and ongoing efforts of this County to involve citizens in decision and policy making, and to a�e t4 ; .k �' +. k+ u^ i � 1.�;` � .3�R " k �Ka�t�Mkt> .:..hn�k4�;.k���..�!+{...x«*?aDva.4�r»..::`ix2n 84'f..A1.k,a.3.�`'l,.H'F ...• r1 +� Gwa., i„r+xXaasF� .'Ntaw+w...sw.ua, «..,.r,..,s:�;t:...A xi...•- ,+,,.?>,u;' Yu-wa....*.,max•... w...w.::G'" -....�::`.:s...."a.u'.�',�v'•..w..U.xa ' -., xt 4 � r 7. , .,rl..... • -4- A move toward block grant funding as opposed to categorical grants. It should be acknowledged that the limited scope of the project could not be expected to attain effective County-wide delivery of services. To further the applicability of this experience to the entire County, a proposal was submitted to HEW to use Allied Services funds to conduct a feasibility study for a County- wide human services planning process. This continuation of the Allied Services Project did produce a preliminary model for the desired comprehensive planning process. Upon this model, the concept of a Human Services Advisory Commission for Contra Costa has now been established. It is the recommendation of this committee that the Final Report of the Allied Services Commission be accepted with appreciation to the citizens and staff who participated in this effort. it is further our recommendation that the County continue to develop and test methods for improving and consolidating the delivery of human services. It is our hope that the significant investment of Federal money in Contra Costa County represented by the Allied Services Project will eventually lead to a benefit for our citizens in the form of im- proved human services. Eric H. Hasseltine Nancy Fanden Supervisor, District V Supervisor, District 11 -;�'�v 11 z ? Xu L..iz - .a"S a nt; ,.,'�i c,i'`+ 4�x, r ,r Grra.n w7-.A r �*; .. d- _";;�.r.L". :yss tA. ,��xs.i'.b �."n,>'.,...�w�s r}1,`.�r. 1•�yt. s...;'ax..;,ey �a�� y. ��b s 1 1 1. 1 �1 � �II � ��'�ii,�, ; �iJ f°4i'17•��1 !; r� �ij :� r a..�'}`�;y Y , r ,�I,x :'. �°F;� �1�� �' '�,''t�1�` 4F,�,�9Si ����1�E��,r��?il gar ,p�S4lil�l � ,,,;.`� 5�! Y;.,r t 1 1 1 1 Mcrof,lm.a with eoob ,rd. i ' June, 1975 ' TO: CONTRA COSTA COUNTY ALLIED SERVICES COMMISSION ' SUBJECT: Legislative Task Force Committee's Report of Activities ' The Legislative Task Force respectfully submits it's report of activities to the Contra Costa County Allied Services Commission for review and subsequent adoption. The members of the Task Force wish to acknowledge those individuals who contributed to this effort. Special notice is taken of the outstanding staff support provided by Tom Morioka, a vital element in the work of the committee. Dr. Mary L. Wilson ;lackb Chairperson G t J� 4:.:^ '�rr ix y�< M� 3i'l .., s44q�' r. t � 4 ' '•S Yra++:-. .f4�,. 3.,a:�3" 'i�+:.sr'iCs �l ?.Y''' p ,i/ f a k' ; 4 ) ..y"��ie`� G,�:,..�`4k< .. c. �. .;y,�. ,,. ,t ,•`�"p� :;:'y4..'d}'mL. Sr.T,�tr,....r» S c.im.}U�t J-h .�+..'.t,�,5 r.�.. r.o3+. .:...rl . 5^A. ,4 NV , }pttx . <r•4 `. �.`x2 1titi, , . 1y }"ta �}�s2;..''.yy.4+s'.�._r N*j,G iJaiJ.�.n7:-'."�r♦liw t!.4Yt��wi riJc . `r .R � e p LEGISLATIVE TASK FORCE MEMBERS 3 � - NAME GROUP REPRESENTED Robert Clark Domestic Action Coalition Kagey Dorosz Central Labor Council Vice-Chair Maxine Eason CETA Manuel Estrada United Council of Spanish Speaking Organ. Eddis Harrison Richmond Elementary Council PTA Francis McDaniels League of Women Voters ' Mary Wilson Blackburn, Ph.D. Food Advocates Chairperson .. Warrington Stokes Project Planning Group Tom Morioka Social Services Staff 5 , y. Yi I t 4 � l '"'�'�S°;:S^' i�,"' s� 4 t. �. t+� t i £e. � i 1 z <5. 4 � ;�;�.+.t;3����'��=F ���s fi�'s �;, 33.x` �� '+ �'.S; ;•.i�','ti3�M.� , gg���_,�. ,� k. tt t1 S-} S .+,;., 3 t,'_��e ,�ti-.is ..,te 3,,.`:�.-. ti kn,- a'7� 4',f,r., �1+,� ,�.i�"*+7 ���°�r �. it"• c. 1':v°<5�{.",'I^ta.� ay- a . :i�3t.��•r+✓gx,,,i£@s�C�a;,b`,�,'}, d,. aF asrG�.+`a��s��Y rr„v� 9 r,&�`E�y a z};i�' L�<.,�#�'�}�'i�� '� a.7�15;'`���Cf t ',��e.�- s",f ,9�, �`� 4;r*i.�. �"c�C �k�,r?L{. .--,�,, ' LIST OF CONTRIBUTORS NAME AGENCY* 1. Mrs. Irma Anderson Health Department 2. Mr. George Blumenson' Richmond Unified Schools ' 3. Mr. Earle Carr Richmond Unified Schools 4. Mr. Al Croutch Human Resources Agency 6. Mr. John A. Davis Probation Department 6. Dr. George Degnan Medical Service-Mental Health 7. Mr. Gerald Dewhirst Social Security Administration 8. Mr. Robert E. Jornlin Human Resources Agency ' 9. Dr. Glen Kent Health Department 10. Lieut. Iierbert Langlois Richmond Police Department 11. Sergeant Walter Moore Richmond Police Department 12. Dr. Charles Pollack, Medical Services-Mental Health 13. Mr. Claude VanMarter Social Services 14. Dr. Orlyn Wood Health Department *At the time interview was held. i ,� r h'Y`:x:r= {2"'t .-.fr<. .S.dSw q'C :.',� t {t•.r tC a 1..tc �y y 'C 1 t t..,F 1 1}rra,t p�t. k',''".54�h'- tt < �� � "BYdt Y y LEGISLATIVE TASK FORCE REPORT�OF ACTIVITIES a E Sub f mitted t0 Contra'Costa County Allied SerViCesCommission �4 t , x } 7E f#yt F 3 Asx r'£ '1e k+F E ) e t Y� E r r a� ,rrs June, 1975 E � 1 4 Xar�.�^..4^� :_e�..rtl.�';�}�`t� ,:•,.'�,`{ C-zY }.,�a....+ } ,4::_ .av n,c.;>.. }{ ., 1.:� ci�"`t 1S.y`gb��c 1t,r4 `�:.' c^C.�.:m#� i, J.a.i::,'u �,��1'�i a 1..h �� t b,^ # i �.y.r€;�sie. G a3 .' m i r-.E :� z F e c t�n.,.c�Y'r..f .r'�- •.,,(•i, ; .a ,t T,,� d..,,..'�}.r,t)K.,tx'". x�.,i a k# :,� 3 n ;.. r�.P... MTADLE OF CONTENTS ACKNOWLEDGEMENTS HISTORY AND PROCESS Page I. ADMINISTRATIVE JURISDICTION . . . . . . . . . . . . . . . . . . . . . . . . . . 5 A. Richmond Police Department . . . . . . . . . . . . . . . . . . . . . . . . . . 5 B. Richmond Unified School District . . . . . . . . . . . . . . . . . . . . . . 5 ' C . County Probation Department . . . . . . . . . . . . . . . . . . . . . . . . . .5 D. Medical 4 Mental Health Services , • , . • , • . • • , • • • . , • 6 E. Public Health Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 jF. Social Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 G. Social Security Administration . . . . . . . . . . . . . . . . . . . . . . . . 6 II. LEVEL OF FUNDING FOR FISCAL YEAR 74-75 . . . . . . . . . . . . . . 7 A. Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 B. Restrictions on use of Funds . . . . . . . . . . . . . . . . . . . . . . . . 7 C. Adequacy of Funds . . . . 8 III. LEVELS OF REGULATORY OBSTACLES . . . . . . . . . . . . . . . . . . . . 8 A. Federal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 B . State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 C. County. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 D. Multi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 IV. PROGRAM OBJECTIVES . . . . . . . . . . . . . .. . . . . . . .. . . . . . . 10 A. Service Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 B. Adequacy of Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1. Medical Services and Mental Health . . . . . . . . . . . . . . . . 12 2. Health Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 C. Duplication of Efforts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 V. LEVEL OF STAFFING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 A. Flexibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 B. Professional Staff Standards & Priorities . . . . . . . . . . . . . . .15 C . Utilization of Staff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 im M :,Alt tS���.a� —,S;,.t.- �`+�. r� ',�4 {{to,tx.�:w t. � ,fid 'x f^t..;-."? ! ``�TsY n'+�"�"n{"�. .�; �R.:iix 4't ya�:-'-�J�'. {�+Yt'��'ee�r,•�+'{. � :�e.v w� rq ;��". • '�„�'. .�r�: 's"3� � '�k� t�r�a#t�'# �+t4#:s'�6�,�35`�°."',k"a°�•T�� at �t �n�S'"`� ' k �l�is.95� � �, ;t �h: s �r,.F: z�;�:�`�.ev-�� �,�! TABLE OF CONTENTS (continued) XTI. CITIZEN PARTICIPATION (Policy Mak ing) . . . 16 A. Health Departmenti . . . . . . . . . . . . . . . . .16 13. Social Services Department . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 C. Social Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 D. Schools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1.7 E. Police .`. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 F. Probation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Community Participation Chart . . . . . . . . . . . . . . . . . . . . . . . . 18 VII. CONSUMER PROTECTION , , , „ , , , , , , , , , , , , , , , , , , , , , , , , , , ,19 A. Health Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 13. Social Services Department . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 C. Richmond Unified School District . . . . . . . . . . . . . . . . . . . . . . .20 D. Contra Costa County Medical Services . . . . . . . . . . . . . . . . . .20 E. Richmond Probation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 F. Police Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 G. Social Security AdministrL—don . . . . . . . . . . . . . . . . . . . . . . . . .22 VIII. CENTRAL INFORMATION SYS'T'EM . . . . . . . . . . . .. . . . . . . . . . . . . 23 A. health Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 B. .Probation F ' , • . . . . , • • . • • • ' • ' • . • • • ' . . . • ` • .23 C. Medical-Mental Health. . . . . . . . . . . . :. . . . . . . . . . . . . . . . . . . . 23 IX. PROPOSED LEGISLATIVE CHANGES .. . . . . . . . . . . . . . .. . . . . . .23 A. Social Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 B. Medical-Mental Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2r4 C, Schools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 D. Probation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 E. Police . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 F. Social Security . . . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . . .26 X. COMMENTS AND CONCLUSIONS . . . . . , . . . . . . . . . . . . . . . . .26 XI. RECOMMENDATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 XII. APPENDICES `y .� � � ..M'�#,k- f'”j t E-�i< �hi ��`d.�tfu�#a-w?f ��` "�''•s�E�^" 'e v ��Ga. +.�..xz�'3s >�� � ..`� Y �FF� ��rx, ACKNOWLEDGEMENTS It has been a ver rewarding ng experience for the members of the Legislative - Task Force Committee to be able to work with so many individuals in Contra ' Costa County who are personally involved in human services delivery. We suspect that we have had a wider exposure to, and therefore a better ap- preciation for the personal philosophies of administrators and staff in the various agencies than any other single group in the county. We also found in our exposure that the participation of Staff in the formulation of the Allied Services philosophies and concepts was considered by many to be something ' of a rare vintage. A few felt it to be an added responsibility. The citizens who participated on the Commission and Task Forces have pro- vided a special kind of interaction and dialogue and have demonstrated a level of competence and commitment unsurpassed by any group, voluntary, paid or otherwise. The Chair wishes to express appreciation for the oppor- tunity to serve such an outstanding group of concerned citizens. THE CHAIR 4z F -�3s,s,�,:�, n,; k ..,,�„ �'c.iJrt; .sLs�� :'�"."3 �� �_� '�s#..: n:.:t,. r,..iS �„`'��.��... .w,z'"..(. ka�-m.�'•i .� �a,w.�`r ��,;_� :•x �� �rtL'^.,,ri.'�li�_,.i,�r. �: HISTORY AND PROCESS This brief history summarizes some of the work of the Legislative Task Force Committee over its two year period of operation (July 73-June 75) The original Task Force charge coming from the Allied Services Commission was to: "study legislation and regulations which affected the implementation of an Integrated and coordinated human services system; and to address particularly the issues of consumer protection, and adequacy of financial assistance and services to welfare recipients." This report deals*mainly with the findings of this study. The initial members of the Task Force were volunteers who were strongly opposed to the original desire of the project staff not to address these crucial issues because of the feeling that two years was not enough time to derive any meaningful results. (Several other members eventually joined the Committee to help with the expanding work load.) Additionally this group felt that the process of community participation needed support and definition, not only -from outsiders examining the citizens coramission process (as is most often the case) but from within the Commission as well. For this reason, much time was spent by the initial members of this Task Force In the development of the Com- mission By Laws. These governing policies and procedures were to give structure, purpose, and clarity to this nebulous area of consumer (citizen) participation. (Appendix 1) It was felt that the monitoring of citizen input was of such importance that it needed to be addressed separately from the other content-oriented Task Forces. The Commission felt that a long-term, ongoing group should be established to follow-up on these issues, even after the Allied Services Project was com- pleted. Thus, the Task Force attempted to set up its methods of approach based on these original directives. The major activities of the Legislative Task Force were guided by issues coming out of the four task forces working on specific social problems, from issues generated by the work of the feasibility teams, and from other issues brought to its attention by other groups in the community. Some of these activities were as follows: 1. Evaluated and reported on the 1972 Draft of the Allied Services Act. Recommendations were made on how it could be modified, to accomplish better the goals of integration and coordination of human service pro- grams. Special consideration was given to how the act should be rewritten to assure meaningful community (citizens) participation and methods of dealing with legislative and non-legislative barriers to its Implementation. The recommendations of the Legislative Task Force were presented in testimony before the House Education and Labor Committee. (Appendix 2) . 2. Contacted local, state, and national legislative representatives of the area to: a) inform them of the Allied Services Project: b) describe the function and plans of the Legislative Task Force: c) alert them to the possibility of future communications regarding specific issues, and; d) request assignment of a member of each of their staffs to participate with the Task Force. 1 3. Responded to an inquiry from the Department of Health, Education and Welfare regarding constraints and obstacles limiting the de- velopment of effective integrated service systems. (Appendi>. 3) 4. Discussed with a representative from Assemblyman John Knox's office his proposed legislation for regional government. 5. Evaluated and reported to the Commission on a local initiative petition for an ombudsman for Contra Costa County. 6. Evaluated the proposed plans for a countywide human resources information system developed by the Human Resources Agency with respect to the implication on consumer protection, and participated fora short period with the Human Resources Agency's Confidentiality Committee set up in relation to the information system. The Com- mittee's position onthe human resource system was submitted to the Contra Costa County Board of Supervisors and the Director of the HRA. (Appendix 4 6 5) -2- VA Ai ' 7. Participated on the Joint Monitoring Team on Information Sharing, implementation plan number 7. This major activity stemmed from the concerns with the Human Resources Information System and a request by the Commission that the Legislative Task Force join with the Sub- stance Abuse Task Force to monitor the Information Exchange Feasibility ' Plan V. The major purpose of this effort was to develop a systematic mechanism for exchanging information which would safeguard the client's privacy, and assure confidentiality of his/her records as pro- tected by the law. In addition, the team desired to examine those areas of client privacy that are not already protected under law. This led to an extensive study of confidentiality policies and practices of the eight participating Allied Services agencies. Efforts in this area with members of the Substance Abuse Task Force are continuing, and a separate report will be issued by the Joint Monitoring Team when the task is completed. The Commission received a preliminary report of the work of this Joint Team in a status report in January, 1975. (Appendix 6) B. Assessed constraints limiting service adequacy and integration among the eight participating agencies. The agencies involved were: - The Contra Costa County Health Department - Contra Costa County Mental Health Services - Richmond Unified School District - Contra Costa County Social Service Department - Contra Costa County Medical-Mental Health Services - Social Security Administration - Contra Costa County Probation Department - Richmond Model Cities (city of Richmond) This major ongoing thrust of the Legislative Task Force was to attempt to identify, assess, and make recommendations on the adequacy of service, con- sumer protection, and laws and regulations (or the need for them) that con- strain or block effective service delivery consistent with the goals of the Allied Services process. The method utilized to obtain information was for -3- J1lm , r r tW� i" F t y�l r' i+ t.r°f 1$'Si ata.x. •'x ,r.yv 3 ,moi.,. r r. t 7 ,w i4m aK{ Yt ar a;tG 4. -:-. l4 .a t.Y.�,s }) {, r;fN .s.{a. � �,,w,.� z s .tae•� .]. :. a..>< a',{",h::r ."ft,'-s a gG;�n`k''�t �. t..it y, „<�#v ..•'� S s� i i;i .:.E_ t 3. .-f r .. Zi., zt +:. k5•^w `� + •.;+a3.r...:�- .. rii��. ?il„i`.?, .t ki{3':-'*r Rt:; U f„ .ks ,'r•, a {{ :'•yea' + 3i',:,.,,g'r4.µ `,. j` g.«'f. t�,e,d ��SiY*, �h;,dP v.xiw..�,if.* •'._ "NI nM.a'.i^f?«�fk•, w �:d. ��"':'a`tNY�p !4�' r;� "�1r�a +fir "�i ra"t' ' the Legislative Task Force to request directors of the i g q e e ght agencies parti- cipating in the Allied Services Project to prepare brief summaries of current laws and regulations (federal., state, and local) affecting their operations and identify legislation and regulations that either impeded or were needed to facilitate efforts to integrate and coordinate services. In addition, a questionnaire was developed and formal interviews were carried out with the agency head of each of these participating organizations. (Appendix 7) The interviews included detailed discussion of their summary statements, including the identification of which current obstacles were of a legal nature; which were results of agency intepretations of the law; and a discussion of ' interrelationships of legislation and regulatory blocks at federal, state, and local levels. All but one agency (Richmond Model Cities) contributed information to this report. Following the interview, members of the Legislative Task Force compiled a report utilizing the written materials which were submitted to them. Legislation and regulations were requested when available. Individual follow- up contacts were made to the interviewees by assigned Task Force members, ' Drafts of the interview reports were then sent to those persons interviewed for their review and comments before they were finalized. Legislative Task Force ' members were then assigned the analysis of subject areas as it related to each agoney. The results of these Task Force efforts are presented in this report. 1 . A- 1. ADMINISTRATIVE JURISDICTION One of the major areas where clarification was crucial involved the precise determination of the various administrative jurisdictions governing the function of these agencies. All of the agencies included in the review are established by one or more levels of government, are controlled by ' municipal, county, state, and federal laws, and are totally funded from public funds. The combinations and complexity of governing regulations 1 and laws varies from agency to agency. The arrangements for funding also vary and are largely affected by what is available and obtainable in certain tprogram areas. A. Richmond Police Department ' The Richmond Police Department is a function of the City of Richmond and is authorized by the Richmond City Council. Except for occasional demon- stration grants, it receives all of its funds from the general taxes levied by the city. However, the laws enforced by the department are enacted by the City Council, the State of California, and the United States. B. Richmond Unified School District ' The school district is governed, in accordance with state laws, by the elected school board. The board has authorization to set certain policies and to authorize the levying of taxes within the district. The educational program, including such things as staff qualifications, textbooks, and curriculum, is governed by the State Educational Code. In return for compliance with the State Code, the State provides substantial financial reimbursement for the costs of the educational program. ' C. County Probation Department The Probation Department is operated by the County under the direction of the Superior Court in accordance with the'State Welfare and Institutions Code and the State Criminal Code. The federal law Enforcement Act provides some funds on a limited program grant basis. The California Youth Authority sets standards for staffing and programs for juveniles and inspects local institu- tions for the detention of juveniles. t° C. { 1Oqi i t' s - i 4 '. t { .:i. ° 'i+b �'rr t z i$f, n. i ` ?i .Y :.�`t,(y, .��,.:rrS- ,9 Y�f:P4 y ,: t 14 A trh .n. -� ,r> i1; .syt„>a r +iQ w: v^+.n'€Ye'. hX't9r1'��S i ,t' r— '4�y,”._ �:i,y+5 1'L ..4�-,+ :.:{i...•A' f�}t C ,}�.�1 � �.[{I,Yt' Y��3e'?lfY7 }acv a ' D. Medical 6 Mental Health Services Medical inpatient and outpatient services are authorized and adminis- tered by the County in accordance with state law. Mental Health Services are administered for the County in accordance with the state law which provides financial reimbursement for a substantial part of the cost. The ' eligibility of individuals receiving the services for payment of their medi- cal and mental health costs is governed by the state and federal law relating 1 to the public assistance programs. E. Public Health Services Public Health Services are administered by the County in accordance with the California State Health and Safety Code. Certain specific programs such as Family Planning and Screening for lead poisoning are provided through specific federal and state legislation. F. Social Services Social Services, including income maintenance, are administered by the County in accordance with federal and state laws and regulations. The local agency is supervised by the State Department of Health (Social Services) and the State Department of Benefit Payments (income maintenance) . G. Social Security Administration The Social Security Administration is a federally controlled agency provid- ing services to counties and is governed solely by federal laws and regulations. It is a division of the Department of Health, Education, and Welfare. x 4 ) II. LEVEL OF FUNDING FOR FISCAL YEAR 74-75 A. Sources In order that the Task Force might assess the potential financial capacity for service delivery, the level of funding for each agency was obtained for the current fiscal year (74-75) . The funding source, adequacy, and extent to which the use of these funds Is restricted were also obtained. The govern- mental source and the dollar amount of funds are presented in Table 1. B. Restrictions on use of funds Restrictions on the use of available funds were most obvious in the form of categorical aid grants (most often federal in origin) available for use only in specific program areas. Four of the agencies interviewed (Police, Probation, Health, and the Schools) mentioned being subject to the strictures of categorical aid grants. These agencies mentioned the dilemma faced whed specific funding ended and the agency was forced to deal with continuing or not continuing a service by diverting other resources. (This is almost impossible.) The same problem was faced in the use of special project funds. The School District specifically cited the funding restrictions imposed by passage of SB90, (restricts Increases in real property taxes) which limits revenues available to the school. (This also has obvious Implications for the problem of "Ade- quacy of Service".) Some state and federal categorical funds are close-ended appropriations, which the state allocates to each school district. Others are close-ended, for which school districts must submit their proposals in compe- tition with others. Since categorical funds are restricted for spebific use, there is no room for versatility. It was also pointed out that "the Board never looks for funding of successful projects when the project grant runs out. They lot the program drop"- The Health Department spoke to this issue by stating that the funding amounts are generally not codified in law, except for a few specific programs. As In all categorical programs, there are restrictions an the use of funds. -7- 6 0 w 4 - Vw:� PH cr oj (A:m ui ILA(xi. C) CD mm n m C) mm cl 0 C-) c C) o H0 r- c-) a r m m n r- I'D Ia. m ct rri r- Ln -M m C) cx (A tA m I z M (D CD -h (= < m ID a ;a -J. M (D 0 131J-4 0 0 --4 (D (D W C+ C+ rD Of = –4 4/1). (A) -I. rtLO UA r- to U) CO w 0 1`113 0 . 1-11 Z-VI M 0 00 -::t C+ :3 00 Iv 3 3 m M N3 m CD un 0) (A C-i. CL (D A (D rf. :3 C) 0 J04 tA C+ (A ru-h -1 (Jrl 14 0 C+ Ln qr� C.) J. tn �4 C) -S rD O su 0 CD m C) C+ C� (n -S 00 to 01 0 0 tA 13) CA IA ,r+ (D c+ 13) -n U3 ir+ (D C+ 0 1 CD M 0 (A mC+ -cj+l V W t (D -4 -60%(D a '0 c (D -4 �.m I (D P) A o0 (A) (D --t) ;U < 1 17D (D (A :m :3 =3 0 0 c+ CD 0 CW) CL 0 (D 0' 13) -S sL -1 Ln Q; --3 A) 0 (D (+ C+ J. Ir+ su P) rf. C+ (,I m 1,00 -J. -0 (D C+ --j =S i - (.n SU 4z-lt 0 OJ (D 0 CTI — (D I :I-lq , 23 —:3 x V+ zrz to Ul 0 --1 S-0 0 -< rrl 0 In -4% (D m -11 ID (A m C+ C+ (D (n . D V1 CL C-) \Y 00 0 0 W C-) m O' Ul CD I C) CL ko C) C') O 1-4 (D C) (A.) Ln rD 0 IR Ul (DJ. 00 C) v 0) �4 bg ac lr-% :3 X -< 23 V) pi O C+ C+ Of CD. tI ' n) C) C-) 0 0 •SU CD (D -10 =5 w F3 M -CO9.CL 0 (3) (D C3 C+ -a C) C) -a CD — I'D C) C) 0 (D C) C::) (D ZI-Q -5 C) -0 (A CD a) O l< m 0 1 a 0 C-f. 0 ID 00 X 0) E3 :3 M r- X (+ a V) 0 cr • VL 0) 0 Special Projects funds are limited, in that some are designated for certain age groups while others are for geographical or special ethnic groups. These funds are also for specified periods of time. Thus the amount of services rendered and how long these special services are available are limited. Many times these services are no longer available once the grant has terminated. C. Adequacy of funds This was a relatively simple area to analyze, since all agencies which spoke to this area were in accord that their level of funding was too low; therefore, services delivery was also limited because of the lack of fiscal support. A significant problem stated by the Health Department was the lack of continuity in programs because the funding shifts without continued support to existing programs. The development and maintenance of specific programs was too dependent on the uncertainty about availability of funds. It was also pointed out that there is no one person designated to seek special projects funds for that agency. Thus when an application is made it is usually pre- pared by whoever on staff has the time to prepare it. (Usually the Planning Group of HRA is not utilized to any degree in this effort.) However,, the major Impediment to effective service delivery was felt to be the limit on resources occuring in the county and state budgets. Funding is inadequate in relation to the kinds of services and quality of programs that should be offered. III. LEVELS OF REGULATORY OBSTACLES After ascertaining the administrative jurisdiction under which these agencies operated, and the funding sources, attempts were made to distinguish at what level regulatory obstacles had been identified by agency staff. A. Federal Few obstacles were noted by the agencies at this level, except for Social Services which found itself in conflict with separate parts of its program ad- ministered by different levels of government. Most of the agencies interviewed (six) were not federally administered, even though they all may be receiving some federal funds. However, this area was not considered a major problem for Social Security, the one federally administered agency participating in the Allied Service process. B. State Most problems were noted at this level, with the state having respon- sibility for administration and the counties responsibility for operations. There seemed to be a generalized feeling that in addition to inadequate State funding (uniformly cited) , the State was too removed from the actual problems to administer. Additionally, it was mentioned by a representative from the Health Department that the State mandates more services than available funds and staff can provide. It was also stated that excessive control on the part of the State inhibits operational innovations. (State legislation SB90 was cited.) C. County Probation and the Health Department were the only agencies to speak specifically to this area, citing the obstacles of budget and staffing. How- ever, all agencies cited inadequate financing and staff as contributors to inadequate service delivery. D. Multi Social Service particularly spoke to the need for service integration between all levels of government. It was stated that there should be reason- able integration of programs administered at the federal, state, and local levels, with a means test (eligibility requirements) for Social Services and Income Maintenance being administered at the same levels. A problem exists with the adult programs because Income Maintenance is administered by the Federal government and Services are administered by the State and County. Integration must occur at the local level in order to effectively respond to the needs and desires of the community. It was stated that the supervisory role between the State and County should be redefined. The State has too much control on program. After iden- tifying what is to be accomplished, State control should only extend to those areas where uniformity is required between counties, e.g. , State reporting and forms. The more removed from those doing the job, the more ludicrous the attempts are to define and control how the job is done. Excessive control without workable knowledge of local needs inhibits effectiveness and innovation. -9- W IV. PROGRAM OBJECTIVES ' The Committee attempted to ascertain the formal goals and objectives as well as the informal direction being generated by agency staff. Seven of the agencies operated under the direction of major program objectives. Four of these had very clearly defined areas of involvement, while three of these ' agencies (Health Department, Medical Services, and Mental Health) were operating under objectives that were stated in very generalized terms. The one ' agency without a statement of definite major objectives, Social Services, was described as being in a constant flux and operating to a large degree without ' established priorities at the federal, state or local level. The goals and objectives for Social Services and Income Maintenance are in the process of being developed by the Social Service Department and Human Re- sources Agency. Because this is occurring at the County level, administration ' feels that this demonstrates a major problem with public welfare legislation. Wel- fare legislation is viewed as addressing issues from the wrong perspectives (i.e. , mandatory or required services, which are an end in themselves) without ' specific objectives as to the focus of efforts. (The WIN program is an example.) It was stated that the local agency is told to do certain things without a definite ' statement of objectives. Accountability is for taking a particular action, not on what is achieved with the action. Administration feels there should be no man- datory or required services; instead federal and state government should identify what problems they wish to solve and determine how much money they will ' spend on these particular efforts. Federal and state government should establish priorities and define objectives, then the county or local entity should be allowed to propose its own method for meeting these objectives. A general objective of the Social Service Department is to remove barriers which prevent clients from successfully getting off aid (becoming self-supporting) . In this context two kinds of goals are said to be confused: those requests by the clients for services and those of the public which deal with community-wide ' problems. These goals should be clearly distinguished and addressed in accor- dance with the resources committed to them. ' -10- All three of the agencies with generalized objectives were dissatisfied with the focus of the agency directions, most of which are codified by state laws. For example, medical and mental health services are basically oriented toward inpatient care, where administration sees the need to be in the area of outreach, early treatment, and prevention. Again, Social Services administration felt that service areas would differ if there were some reasonable means of long-term priority-setting. Basically, priorities are set as crises occur, with no real commitment to services. Usually programs are given priority based on the level at which the program is fundable. This was also the feeling of administrators for other agencies. Those agencies with clearly stated objectives were those working within a limited scope of human services delivery. This is clearly demonstrated by the objectives of the Police Department and Social Security administration. Those agencies with a wide range of services were less inclined to have clear objec- tives, and, as found with one (Social Services) no stated major objectives. ■ A. Service Areas Those agencies with clear objectives were most specific in describi-ag their services areas. For example, the Social Security Administration * stated that it provides financial assistance in four categories: (1) Old Age, Survisors, and Disability Benefits based on wage deductions for con- tribu6rs and their families; (2) bIedicare benefits for the aged and disabled; (3) Supplemental Security Income benefits for the aged and disabled (the Federal Public Welfare Program which replaced the .state programs of Old Age Security, Aid to the Disabled, and Aid to the Blind) and (4) State Supplemental Payments (the state supplements the Federal SSI grant in order to bring grants up to state standards) ." Some of the "service areas" were described in terms of geographical boundaries. For example, the Police Department's service area was the City of Richmond, which reflects a difference in interpretation of the term. The Health Department described its services by addressing the kind and number of staff available to provide services in a given program i.e. , Public Health, Housing and Sanitation. It also designated the four main offices located in Richmond, Martinez, Pleasant Hill, and Pittsburg, which service the major geographical areas of the county. N1, k VMN' B. Adequacy of Services None of the agencies felt the services they offered were adequate; a few were more nearly adequate than others. Some of them were very specific in stating the problems and recommendations considered to be significant to this issue: (1) Medical Services and Mental Health: A significant problem in the delivery of services is the restrictive eligibility requirements and general funding mechanisms for the categorical programs, particularly in drug abuse and alcoholism. Eligibility requirements for all health services should be more liberal in their specific requirements as well as the population they cover. The Medically Needy Only program (with its liability) -results in peoplo being at low economic levels before they will. secure help. Thus it perpetuates crisis interventions rather than a sound program of positive health. Recommendations have been made to the Human Resources Agency which would simplify and broaden eligibility, but no actions have been taken to date. The patchwork programs and different eligibility requirements are not the only deterrents to patients' using existing services. The current thrust has been to determine eligibility prior to receipt of service, which also screens people out of the delivery system. More consideration should be given to the patient"i onn- dition in determining when and where the eligibility information will be gathere'J. The concepts in the Prepaid HealthPlan and Health Maintenance Organizations should be applied in order to make services more accessible and more adequate. Gaps in mental health services are occurring because state hospitals are being closed and community-based programs are not being funded. In addition, Short-Doyle community mental health programs are decreasing as eligibility re- quirements become even more stringent and the fee schedules become higher. (2) Health Department The level of services is not considered by staff to be adequate, primarily due to lack of funds and staff. The department is also mandated to provide more services than it has funding to provide. The require- ments for eligibility determinations and the different eligibility standards for each program present major obstacles to the accessibility of services to many clients. Funding sources may also be unnecessarily rigid in determining what organizational entity will administer a particular program, which is detrimental to integration or coordination of the various parts. An example of these problems exists with programs for alcoholics. -12- M� -wvi A gap in health service occurs in the public schools because county policy is not to spend money where the schools have their own revenue, and schools are not committing many resources for health. There are no federal or state-mandated children's health programs (except possibly Medi-Screen for AFDC children) . There is also a problem with various departments working together, partially because of the differences in philosophy of their personnel. How- ever, good cooperation exists between the Health Department, Social Service, and to a lesser extent with Medical Services, Probation, and the Sheriff's Department (in this order) . The degree of coordination is dependent to some extent on the sharing of mutual clients. The case load determination with respect to nurses is made by the super- vising Public Health Nurse (PHN) . The case load ranges from 90 - 120, which does affect the rate at which these cases are followed up. (The supervisors also determine if the PHN has time to carry out other special activities) . In addition, there are several road blocks to securing qualified nursing staff; one is the salary level, another Is inability to get jobs reclassified. For ex- ample, nurse practitioners are paid the same as PHN's. Decentralization of services is viewed as the best way to carry out the department objectives. It is more profitable to the clients if services are taken where they are easily accessible. In some instances it is not possible to take ( ' services into the community (for example, family planning clinics where special equipment is necessary) . It is anticipated that as the Health Department establishes long-range goals and plans for future services', careful consideration must be given to the kinds of services which are reimbursable. Many of the services now provided have no funding other than county funds to support them. Thus the amount of services rendered is limited. Priorities for services are based on immediate needs and the extent to which the Health Department vs some other voluntary agency is equipped to do the job. -13- W. o q C. Duplication of Efforts Only one agency mentioned this specifically: Social Service indicated that some client problems --(by their nature)-- require the involvement of more than one agency; for example, children who are battered or neglected are the concern of Protective Services for Children, but there are usually many problems addressed by other agencies working with the family. Emergency Assistance (food and shelter) depends on the applicant's eligibility, regardless of his need. It was also felt that the Social Service Department should sub- sidize private f3od resources. I It has been the County's decision to use the WR-2 form in General Assis- tance. The rationale is that General Assistance applicants may be eligible for Medi-Cal or other categorical programs, and use of the lengthy form reduces the number of different forms required. V. LEVEL OF STAFFING After considering the goals and objectives of the agencies and the level of funding and services provided, the Committee examined the level of staffing in each agency with regard to: (a) restrictions on flexible use of professional staff, (b) fulfillment of commonly accepted staff standards, (c) procedures for setting program priorities and staffing accordingly, (d) recommended action, and (e) who should take the action. The analysis is presented by agency in Table 2. A. Flexibility There were varying degrees of restriction in the flexible use of professional and allied professionals by these agencies. Some of the concerns raised included: (1) A degree of flexibility which might prevent follow-through with a spocific client. (2) Too much restriction in the use of allied professionals. (3) Bureaucratic processing, which limits effective minority recruitment. (4) Limited use of non-county staff, and; (5) Limitation or lack of funds for required in-service staff training. -14- AN a ^ M s - - 14B • 3 C a O N ' A vamivt to CC4-3 m a a t-1 O tri t7 i 'a i tV W U C•r d-1 n O O a > a 4J C to rt +� Q .r .42 � ro Cu•r co -N (� r^ r 4- •r a N tT ro rt3 ' x U G ro 4 CO C U•r +� a v n _ U 1/1 r O Q. O O a 0) 1 4 - L-0 a cn a•tT O1+-1 > p C i a C m a J a y U a 0-0 to d r � a 1 N_ N'O i b O r� 4- b'O•� 1 •F3 1 rt ---_-- Oi •C E +3 'c3 +J O N to i 0 C a i Y C N C O tt3 a O 1w CL. tn -p to O i ° ni -7 > rrN a-o 4J to zO to +-) � U4J o ro N b na 4J i 04-3 O•ra C3t7 •r �� tnaN O EE 4J i rv p >> rtS : ar C: a•r N a a U o ro C a40- O +J U N o +� a,•rr O GL C i i-1 r > >•r, r-- C:)..14 •r li C (V'a 'O O' C to N L) G' t1 rJ•r a 0 Q 4J 3 b O•u1 E � f� E vet ro ro B E V `.- U tyo .� iao w �+ to to U E M c zt i to N k, o o4- .r i r4 V4 o 0) 'NU' N •� a a 'v N > C.r ro r GnoEn c �b +� � E ¢ 4- W Poi 4- b C a'v 4 O P4 Q/ W i.d a .r ¢ C to qZ > c aN)- � oL Z ►" ON•r C N L) O C� H i r Ct •i > O O a rt co 0 S- P-4 cn w F- s H U ty' •� r a a to y.. 'O i 4-) r- .0 >4 •r'd to •r O N C 4-)U au a -v to to °) o zw 0.O of OCUb ' � w ow -r- pro ua E-4 0ao ' CL) o -) o —'N U� O U] o tn r a to fn E t a -p •1-) -t-1 a 4- r b s� ro-r- p EN s- R S- < 4J W z R+ A a'ty a•r•r a Iz to a O H W z d rt a a C O i. 0 O mto N 'C-. vRi E Z 4- 4- E•r E-I F-- to N0 C C Ut I U a C > 'r r' 'r a 4-) V1 1 a N fro {- C O •Ar E a d s 1 M U a•r O O !T C O C N U C fu U X O M 41 O (a C a S- +- z W H .- N A Cu V a CO +3 M to a •r > U a !n C — t1 to W N tF- a r-•r C _ i V1•r a C — C -oav u o aotn (n ►-� to t] O N m O C F- O C > a U n a U C Z U3 Qt, L f0 U � f(0 'U C O C•r a.r. •r U a >> a 1' i r to > r- o 4- +� O O O U -i- i- E n- to 4.3 CA tC fes. (o r i it S- 4- -- P, 4-.r.. � U ,Wa � L m ca L N 3 a - 3: o N o �a o 3 fD .0 E v U to C W E >` �- U n`i- a N 4- a r' o'N r U 4-� r.E +1 S- 0 L O fll •- y- i -F-)4- i� to t7 O tt) a m M -P•r a s to > O co E C a co m .0 -tL L C- a) N H •E +�' `� cv n v r-o E in P1 O IL- �a wag U +- o o� ww a W --� Q >4 .t U tY ►-t H.�1 m 2 O 1—I d O z,¢ Cl �..»,� y� - • t.. r a s z t . ? fy t 3s 2* `�93 .- -u t A k. y. c G{*u �li S/ E�, ¢� � °R-.Sr ,.w.c.,ev',:t�-> •.�:x,�:�.i:,�. '�.l.i s�a° `.-.�` �F,44 �e "+C.��`S:'IetL�•i'k47,tn-r,<".s rn.t'.d',��1,'...w?,<.£��n .;r,�,•,,i�..u..M,.?rr+,ss..atit.3 c?,..t.. C-� " ' B . Professional Staff Standards and Priorities Staff standards and priorities are set by state law for Public Health (Medical Practice Act and Nurse Practice Act) , but the extent to which they are met was not determined. The Ryan Act establishes personnel staffing patterns for schools with the priorities for instruction also being established by State Education Codes. Aside from these instances, there were no specific staff standards stated by the other agencies except for those historically set by the county hiring practices. C. Utilization of Staff The Health Department spoke particularly to staff utilization. Although standards are necessary and serve a useful purpose, they tend to restrict the flexible use of staff, particularly with para-professionals. Para-professionals are not licensed and the department must be careful in their assignments. State Attorney General Younger issued a report which was critical of the extensive use of allied professionals. Even though community workers might be per- forming functions normally done by professionals, they are not paid according to their level of performance. For example some community workers have been employed since 1965 but are still on project status, because they are not allowed to advance and become permanent employees. i . 1 • -15- k "d aha +tr er"s�'fit�'� � �i! '" �� :',L4t�' `"'u.��� k, > •Y w r°.• . i ;''r'* � 1 `t1;, a .t.,. {t�i •`rn ,r s� :: � t( ' a,� �'+� n:>� �,,� � z,;rv�i 1c ss"�vi1'S1?ais�a 1 'yu""'�m'fx"�R"j x#ia�"�{ 4k�le—.3a, 1 •� -1� c7,�" ,f'g'E rN::e vdi `4,. rt.�r, lt• t,: � :u. .�-. z .� � ���F:�.. �*'��3i ty,i 4ti'ti.f�'Lk �.?� �t�h:: ���. t+�k ������i4s:.k�� �y�i• Es. n i id VI. CITIZEN PARTICIPATION (Policy Making) The Committee examined the extent to which citizens participated in policy making, their assurance for consumer protection (confidentiality) , and mechanisms for client grievance. Citizens' participation as it cur- rently exists in the eight Allied Services Agencies is entirely advisory in nature. Two approaches predominate: The "Advisory Board" approach as in Health (Family and Childrens Services advisory committee), Schools, Medical-Mental Health, and Probation; or the informal community outreach approach that solicits community advice as used by Social Security and the Richmond Police. (Operation I.D.) . None of the agencies dealt with citizen's participation in the area of con- fidentiality. The Home Health Agency has a Peer Review System that may deal with grievances,although this is not spelled out. The Social Service Department has a "Fair Hearing" procedure for client complaints. None of the citizen's participation programs really involved the citizen in policy-making. It is clearly spelled out that "advisory" groups are just that, advisory, and the Board of Supervisors is free to ignore their advice. This fact derives from the concept (simplistically stated) that In a democratic society the citizens set policy by el-icting officials to represent their point of view who in turn hire staff to carry out the will of the electorate. The process can work well for small communities (30,000 maximum) but it becomes useless in large communities where the elected officials must hire thousands of people to staff the various institutions the community needs to function. It is thus impossible for a small group of elected officials to know all the needs of the communities they serve. Some specific comments made by various agencies on the issue are as follows: A. Health Department There is organized community participation at several levels. The Health Department has an advisory board (largely medical) that meets on a regular basis. Many projects have their own community advisory boards, e.g. EPSDT, the "Health, Older Americans Project" and the alcoholism program. The Home Health Agency has a peer review system that utilizes both community and pro- fessional.input. -16- 1_6__1 B. Social Services There is a Fair Hearing procedure open for clients' complaints re- garding Income Maintenance action. There is an informal system In Foster Care. Other than those, the "squeaky wheel theory" applies. C. Social Security Although there is no formal structure for community participation, the District Office and branch maintain an active program of meeting with and speaking to interested community groups. Community organizations such as councils on aging are solicitied to make recommendations concerning deficiencies in the Social Security programs. These recommendations are forwarded on to Central Administration (Washington, D.C ..) for considera- tion in developing legislative proposals and administrative policy. Commu- nity groups have been asked to assist in locating persons who may be eligible for benefits and assisting them make application. D . Schools Under Title 1, community participation through advisory committees is mandatory. There are 100 members, forming advisory committeos at 41 schools, They include representatives from the schools and comm-.1nity. Members are selected by the principal and the Board approves them. In addition, there are PTA organizations in all but two schools. (They have parent clubs instead.) Some principals have parent advisory committees. Each vocational education program has an advisory committee. The Board of Education also appoints ad hoc committees, which include citizens to work on specific issues and provide advice to the Board. The significant impact these advisory groups can have on policy decision was d6monstrated in the Boards attempt to forfeit state funds rather than to comply with affir- mative action policies set by the State Department of Education. The efforts of these groups not only forced the State Department of Education to adapt guidelines regarding affirmative action compliance, but was instrumental in the adaption of an affirmative action policy by the School Board. Complaints against teachers made by parents are usually worked out at the school but can be referred up to the superintendent. The rules and pro- cedures for expressing parent concerns are printed in English on a card and must be reviewed and signed. -17- j" RI A� N-1 k4 M0 i", ig "'L E. Police Generally the community is apathetic in participating in Police Policy, except on particular controversial issues. This was demonstrated by the lack of motivation in the Operation I.D . , Burglary Prevention Program. The lack of participation is attributed to the feeling of "Don't want to get involved" . Neighborhood meetings with police officers are encouraged and speaking engagements are invited. F . Probation The .juvenile Justice - l)eli.nquency Prevention Commission is an ad- visory board to the Department and Juvenile Court. TABLE III COMMUNITY PARTICIPATION POLICY MAKING CONFIDENTIALITY GRIEVANCE Health Advisory None Home Health Many special advisory (peer review) committees Social Family s Children's None Income Maintenance Service Service Advisory Committee Schools SAC DAC Mandate None None Vocational Education Advisory Committee Medical Mental Health Advi- None None Mental sory Board and Drug Health & Alcohol Advisory Boards must have consumers. Probation Juvenile Justice-Delin- None None quency Prevent. Commit- tee is advisory to De- partment and court. Social Solicits advice from None None Security community organizations on program deficiencies. Requests help in finding clients Police None currently. None None Request some outreach. r ,t ig?E .;7.,, ,.:..i ,:.r._. <..'.�.. t { 1 f' � ^,h i.;4:ef_f�2�*Y 41.-i.-,>o�, -Z j -'u y�. �„`5"4?� lkdk".a.._.f tT? i{.32)": . �b 1p�`v'S4,�x�i�•i (y.��,$.i . Sa�?fe��q�'.�n 4L�;�.�...:lGf�� ' VII. CONSUMER PROTECTION In examining the area of consumer protection, the Committee utilized materials from the interviews as well as information derived by working with 1 the Joint Monitoring Team and the Human Resources Confidentiality Committee. This proved to be an area where the Committee felt a thorough assessment should be made on a long-term basis. Hopefully, this will take place over the next G months within the framework of the Joint Monitoring Team efforts. A. Health Department The Health Department operates under a policy of an individual determi- nation of whether information should be shared based on whether or not it is in the patient's best interest (within existing legal constraints) . After reviewing ' the present practices of information exchange, it was evident that there is an attempt at preserving the clients' rights to confidentiality. However, there are ' some concerns regarding the following areas: (1) the release of information form allows that "any" information can be disclosed; (2) the ease of access be- tween the Health Department and Medical Services does not require that the purpose for the information exchange be cited; (3) the extent of the informa- tion given for identification purpos:is; (4) in a court subpoena of records, the - "public interest" is not defined; and (5) several items of information received were marked N/A for not applicable, but there was no policy established to govern the manner in which it may be shared when applicable. B. Social Services Department The laws on confidentiality which apply to the Social Service Department are vague, and when used they are interpreted as needed. There is no written departmental policy. Professional staff has to determine whether the release of information will be helpful to the client. It was evident that there needs to be more than a client-by-client approach in determining what information can be shared. The agency needs to develop a formal system for sharing information and policies governing the confidentiality of this information, particularly because of the complexity of its component parts. As a result of the Allied Services efforts, a task force has been appointed to develop agency policies -19- r 4`�S1 r %Xx�✓t�`f.�Y�i s�� 4 } s .F.M ...h .Yr.:t" w. '- � .'� k t"k 4 r1 � �5. ai'�Y :.,S;y.. u and procedures. To date little progress has been made in the area. The Chairman of the task force has stated that they are awaiting the interpreta- tion of new regulations. C. Richmond Unified School District The California Education Code contains a section on confidentiality which governs the sharing of total information. School records are confidential and are unavailable to outside agencies or persons without written permission from the parents. However, teachers and school counselors can speak in genera- lities concerning the behavior of a student without such written permission, and they do so with Protective Services Workers, the Police, and Probation. The present practices for Information exchange were reviewed with a repre- sentative of the agency, but the extent to which present practices would be maintained was uncertain because of new codes governing information-sharing. Further study of the new State Education Code is necessary to clarify some of the questions raised with respect to who may receive information from the agency, the kind of information that is shared, and what the parent's and student's rights are. D. Contra Costa County Medical Services The Committee raised numerous questions regarding the present practices of sharing information. Some of them which need to be clarified include: (1) what procedures are used to confirm who is making a request by phone, (2) what are the procedures for handling records in Alcohol Detox outpatient facilities, and (3) in Methadone programs. There was considerable concern about the circumstances under which the "blanket release of information" form is used. It was not known by agency staff whether there was a policy regulating its use. A more specific release of infor- mation form Is needed to prevent the implication that a person "has been re- ceiving mental health treatment" because of the rejection of the general request for release of information. _20- tt 444:4 XP gQ� E. Richmond Probation ` Use of Adult Probation Records by Outsi& Agencies and Psychiatrists Records of the Probation Department in the •Adult Division are at 'all times open 'tothe inspection of the 7 Court, by' 'any person'appoint ed''by `the Court { for that,purpose, as;well as all magistratos', chiefs .of police or other heads` of police unless otherwise ordered by the Court {1203.10P.C.} , The ;Probation 'Officer may also direct °that probation records should'be'mnde avi,la�il a;to, ;and may be ,xeyiewed,by, other_agencies, including .P,robation Depeift[ehts, recognized social agencies. and law enforcement agencies. Ingot t�Qn may; be released to`.other' agencies; `or` parties; upon rsceipt `af an °authoxization for release of information signed by the probationer. . "Up6Y9'icorder of the Court, probation records and reports should be .Made a�rilatile to, psychiatrist's, including-psychiatrists appointed by the+Court to `iikafhinei persons known to the Probation Department. xl r _—,U 1, r t .S t. y r 3 '�a:�" S w � ry,is , •�F " r tt. s. t_t �.+ �i 1�{y +t,fi,xw � � �. �a '�t�rr�r:;} ��.� ,�.r `�'.'i "`,a{s�'�.,,�, c,A.,; �� ' �,�xw w' ,� -t a~;��.E•,}'.Sh>7.. ya,�" s>. �3fiP�,.. ��,�4^` .°r �r ai��+,}�`',,,Gu ✓x,.z.«Y� *F � I � f .� e�"'.' k' i ta.. '" � _, 'fir'-rl�,¢ fi "�,{^ a�a qe<°�,?!s�: '�-i " *,r i • rfSx x; The rationale behind the mutual sharing of Services -ind Mental Hf.,-.%1th nucords, ivith the Health Depart.—I-ent with no burden of proof as to ,=ihy th-O inlOrMiZLtion is nee.Ced should be forth. Thoro is a grave breach of the clijnt's right to con"id,--ritiality caused by the prosent, practice that "the appointment desk may give out informa Lion its to whether or not a client did or did not inake a clinic visit E. Rich-mo-rid Probation All Adult Probation Department records are public for 30 days. Juve- rdle records are never public records. There are no restrictions for providing 0 information to other agencies that have a mutual relationship (treatment and/or rehabilitation) with the client. The agency feels it does have a problem in getting information through formal channels from other agencies. There is no set policy on how information is "secured" once it is in the files of the Probation Department. It is generally assumed that information, may be shared between agencies without release. The present practice of information exchange may vary in some divisions. A case by case det6r'rhkina- tion in some divisions is made of whether or not there is a "mutual relationship" wifn the agency requesting the information. However, thero is ne. set policy on how to interpret I'muttual relationship" nor is there any general inservice trairdna of staff on how to make these decisions. Even though a consent form is available, it is not considered cfficial.* F. Police Department A decision by the California State Supreme Court known as the "T.N.G. Decision" (the initials of the youth involved) prohibits information on, juve- niles being given to anyone except by court order. However, a county Superior Court judge has interpreted this to allow that information (not full reports) can be provided to concerned agencies with bor.afide interests. Tile rap sheet on adults can be provided, but not on juveniles. The victim of a crime may also request information. Information is exchanged with school 0 officials and school counselors who are assigned to work with the police on 5. -21- The Probation Department submitted a paragraph it believes Is a mono correct i statement of its records-sharing'policy than this one. Although tho Legis- lative Task Force retained the original paragraph, ,the Probation Appartment's statement is included on the 4 :)PPosite page. G501 Of,;W I, 1;-, the Diversion Project. Other than that, it was stated that the police have difficulty In obtaining information, which they frequently need to get sufficient background in order to understand the situations with which they are dealing. They make limited referrals to Mental Health and (with the new Allied Services effort) to Social Services. There is good coordi- nation with the Protective Services Workers from the Social Service Depart- ment, as well as with the Probation Department. The Police Department feels that information should be free-flowing when it serves the benefit of the client. There was no policy or practice describing the present manner in which Information is exchanged to show how information given to other agencies is made "secure" once it is a part of the files of the other Department. In addi- tion, departmental orders relating to the release of information were not available,*nor had the law (code) governing the confidential clause been made available from the State Attorney General's Office. G. Social Security Administration The Social Security Administration has a nationwide computerized infor- mation system. Data is not shared except in relation to the conduct of Social Security programs. Problems occasionally occur with mix-ups in names and numbers. It is possible to change names for Social Security purposes. (The new card will show the name requested, but the number will remain the same.) If the intent is illegal, the attempt to manipulate the Social Security record is punishable. A recent addition to the Immigration Statutes requires that if an alien applies for a Social Security number and cannot produce evidence of legal admission to work-in the United States, the Social Security Administra- tion is required to notify the Immigration and Naturalization Service of this application. The applicant is always advised of this procedure in advance and if he wishes to withdraw his application for a Social Security number, no further action is taken and no information is forwarded to the Immigration and Naturalization Service. -22- 34 klR, ,4'4.4, AAA rV VII. CENTRAL INFORMATION SYSTEM In light of the proposed*plan to establish a countywide Human Resources System, the agencies were also asked to express their views with respect to the countywide computer concept. Only three of the agencies ma-de definite statements on this issue. A. Health Department The Health Department felt that certain countywide statistics are neces- sary for program planning, but there must be sufficient safeguards in a centralized information system to limit who has access to the computer and what Information can be shared. All possible means must be employed to protect the confidentiality of the consumer. Much of the information proposed for the central information system is already on computers in certain divisions. This central sharing of Information may discourage the clients from utilizing 1 the services. B. Probation Probation stated there is currently a State-level, computerized system for criminal statistics (not an Index) , but it does not provide sufficient information. The Probation Department is developing its own information system that may be integrated with the Human Resources System of the Human Resources Agency. C. Medical-Mental Health Medical-Mental Health services felt that a large computerized information system shou,Ad not be undertaken at this time. It could be potentially useful, but much homework and planning is needed in order to identify what the county department's requirements are and what system will best meet them. A computerized hospital information system could be useful by itself, In addi- tion, Mental Health laws will only allow the sharing of patient information with the patient's signed permission. IX. PROPOSED LEGISLATIVE CHANGES The heads of agencies were asked to make recommendations as to what legislative changes they would propose to better facilitate effective services delivery. Six of the agencies responded to this question. -237 z� V,11- k�a A. Social Services ' Social Services recommended the removal of legislative and regulatory restrictions which have served to mandate specific social service programs. ' However, with the passage of the Social Security Amendments of 1974 as re- flected in Public Law 93-647, it is believed that a large part of these concerns may have been relieved and an enormous step forward has been accomplished. All mandatory social services have now been removed from the federal regu- lations. egu- lations. What is left are five fairly broad goals and the requirement that a State Plan be proposed to implement the new Title XX Provisions, The focus now is on the State Department of Health, which must determine the content of the State Plan and the process which will be followed in reviewing and adopting the plan. Title XX seems to require only that the State Department of Health publish a plan and encourage comments to be made. There is no requirement for ci- tizen input and no requirement that public hearings be held or other oppor= tunities made for community and consumer input. It is important, however, that the State Department of Health develop a State Plan which leaves as much flexibility as possible with counties. Social Service encouraged the Legis- lative Task Force to recommend strong community-based participation in the development of the plan and in the review and adoption phases. B. Medical-Mental Health Medical-Mental Health expressed grave concerns about the deplorable legislative cycle whereby "cutbacks are made in the Fall, legislators brag about them in the Spring, pressure is brought by counties (who bear the costs) , and then legislators make patchwork efforts to provide remedies." It was stated that the old mental health system of commitments was abused. Legislators didn't listen to concerns from mental health professionals, and passed the Lanterman-Petris-Short (L.P.S.) bill, which went too far in giving the patients choices for hospitalization. This has had a side effect whereby patients who are being treated for mental illness (but not hospitalized) are -24- 'i. n..i ' rY.AiEPikr s.i. ;•d'' r..3"-' ,t`.%( t getting picked up by the criminal law system. There is currently a review of the L.P.S. law at the State level which will attempt to move in the direction ' of granting more authority to local health officials and staff. It was suggested that.a more liberalized interpretation of current legisla- tion is needed to allow a patient to be held as an inpatient for a three-month period without restrictive elements of the law where the person does not qualify for conservatorship. Additionally, more money is needed in the Con- servatorship program. ' C . Schools In the opinions of those interviewed (not the Superintendent or the Board of Education) , the Ryan Act should be revised to allow more flexibility in the assignment of certified personnel. The limitations on revenue in SB90 nega- tively affect urban areas and benefit suburbs. There is an "urban factor" whereby expenses in large cities are greater, including security, mainten- ance, ainten- ance, insurance, and supportive services for urban areas to cover higher costs. SB1592 (Dill) was favored because it is a proposal to establish a rate of $50 per child. D. Probation Probation favored a proposed legislative change to require a B.A. degree for entry Deputies. It was suggested that there should be more diversion ' services provided that will prevent entrance into the Criminal Justice System . In addtion there should be efforts to expand the work furlough program in the Sheriff Is Office. E. Police The Police Department recommended changing Section 625.1 of the WK Code to eliminate the necessity of obtaining a warrant or a citizen's arrest to take into custody a juvenile who commits a misdemeanor not in the presence of an officer. Currently, citizens sometimes call the Police Department re- garding a juvenile who has committed a misdemeanor but will not sign a com- plaint. The Officer may talk with the juvenile but cannot take any further action unless he had witnessed the crime or a complaint is signed. This is not a major problem, but occasionally limits the actions of the police. There is an inconsistent ' application of this law in different cities. -25 �,`i'•!n' d ry ! k '`N 2 A'..i}7'7 ( .e- a J+ h t t k. S#�# ,s h y ,'}rt: P a.. •'c�}fF�, ,..,» i y.� ,nu .7-..-i �„ ir ,,-� lo. a �S i� ,.,3� * Pl+.,'.'e Yx., !v'f.5rj >+.'- r ".F� k:f,r4 -c' -`d S d 1.4+3i,1�`t7 �,. .�rg..r y ,:1'. r•.,,a�';s i'•:r, .�. '� p;*;I.+:.;..E;1:.hn-iar4'vke ''+�Sf••:"x :'�" �:iEi'�, Y, ,z• 4 }r;:..� .L}`Aiv.{# ?d •.,"tF+3'. •��, S •a•"i. 'L 3'a, �.'a. Juveniles were said to be treated too much like adults in the Juvenile Justice System. There should be legislative changes to make the hearings nonadversary and focus on the individual, not the crime. F. Social Security Social Security felt the most significant legislative proposal for change in the Social Security system is contained in a bill developed by Congressman Ronald V. Dellums. It proposes taxing all incomes up to $25,000 a year and provides for a refund to low-income persons through the mechanism of the Federal income tax. X. COMMENTS AND CONCLUSIONS The Legislative Task Force Committee attempted to assess its progress in carrying out its directives. After considerable discussion and reflection, it was agreed that up to this point the Committee was just beginning to appreciate the variety of problems and issues inherent in the administration of the various human service agencies. The question of human services integration is an issue much too large to be sufficiently tested out in a 2J year period, and most definitely as it relates to citizen participation. To date, there have been an insufficient number of issues presented where the very essence of the citizen's role (whether advisory or decision making) could be tested. Relative to legislative recommendations, the Committee found that the agencies were more inclined to react to the adverse effects of legislation and regulations as opposed to recommending specific kinds of legislation that should be developed. However, some were very definite about the kinds of changes they would like to see take place. These suggestions need to be further ex- amined to determine if they can be developed into legislative proposals. Even though some agencies spoke of the lack of specificity of program goals in the establishment of priorities for services and subsequent staffing, it was evident that the question of not enough funds was the prevailing issue surrounding inadequate service. Little attempt had been made to examine seriously how to reallocate what is available or to figure out ways of getting things done without expending new monies. There is no mechanism set up to evaluate the effectiveness of on-going programs or to determine the need for reallocation of funds. -26- Community (citizen) participation has not been utilized to any signi- ficant degree in program planning and review. Most often, advisory com- mitties were mentioned in the context of legi.slative requirements for the receipt of special project funds. Generally speaking, citizens have not been considered by administrators as having the ability to assist in decision- making. However, this Committee feels that the opportunity has not been afforded, nor has this input been given the support needed for successful implementation. Agencies need to recognize that they exist to provide for the needs of the community they serve, and to accomplish this it is incumbent upon them to establish an ongoing system of community participation to set policy, Insure client confidentiality, and provide a mechanism to resolve grievances inter- nal and external to the agency. Confidentiality and consumer protection turned out to be probably the lar- gest single significant issues from the point of view of the consumer. These issues have barely been touched and will receive additional consideration by the Commit- tee for the remaining life of the Project. The Committee, in cooperation with the Substance Abuse Monitoring Team, will work further to examine confidentiality and consumer protection In the context of Information Sharing Implementation Plan V. It is also an area which needs long term follow-up; thus the Commis- sion should consider ways in which this will be accomplished, The Committee further expressed concerns that the Commission has been addressing "implementation" issues and has not had the opportunity to address in an in-depth manner how representative a body it really is and how to bring about broader representation of its membership. Sufficient opportunity has not been allowed to establish alliances with other citizen groups, particularly those in the County with similar responsibility. Thus, the long range goals for the Commission still need to be established and formalized. Another issue raised was the recent exposure the Commission had with an attempt on the part of another advisory group in the county to politicize the Commission. To date, the Commission has had no time to assess dispassion- ately the implications this has on its representational role or how best to be- come removed from this kind of area if so desired. -27- N'N 4 ik The question of the autonomy of a citizens' body needs more in-depth study. A broad-based mechanism for continuing consumer (citizens') input at the county i level in program planning and policyman services in areas engaged in 1 u delivery needs to be established. The appropriate composition of such a group and the administrative base should be explored by county administration and the various commissions and advisory groups in the county. A viable financial ' support mechanism should be established as well as administrative authority for action. 1 e,l , G t �, v e 1A„' •��.��q�E`fl"�,.". �� t?, ti}w: ."�r > ..�'�r�,�.,.3„'iry " e#ht.,s,. ^.� ,e'. V z^» �..a9i3 aj ;3..:,Fx i[ {*v.. ,�:.a' '3"�S�' '3 z a3'.i�'1N,.a 7 aeF,u K 1$:,kiti-.�..^'^�r�l,,t ?to ( ..�,.y,, s. �->^,�' yF'�".Y.:^'Yr:��'�'+�'Lk y�ts�l� � T','��j�r,�3,�, �kk�� �.�i'? � :iAS� ��� f S.`#"�'eL��.�t�i�;,'t�. }�✓`;i;. �.t���"��e�' t�?a3 ,int'�„?� r+�� .,�3o-�kt•`�, .. i F 9 XT. RECOMMENDATIONS THE LEGISLATIVE TASK FORCE COMMITTEE RECOMMENDS THAT THE COMMISSION: 1, Review the Report of the Legislative Task Force and take necessary action to transmit it to the appropriate persons and bodies. 2. Consider reviewing its by-laws within the next 6 months and make necessary amendments. 3. Discuss and explore ways in which the Commission will be sustained when the project is completed as well as how it should be constituted and supported financially, 4. Consider expanding its efforts into areas and issues outside of those agencies presently participating in the Allied Services process. s regarding the possibility of sponsoring 5. Reestablish contact with legislator new legislation, 6. Follow up the question of citizen participation in the review and adoption of the State Plan for Title XX. 7. Review the implications of the Commission's relationship to Project Staff and the Allied Services Board in order that the knowledge gained might be shared with other citizen's groups and also be utilized as background in the development of a county wide citizen's advisory body. ^2g- 50, y k x `Y ¢ r:, �r ",s y' ..✓ ,S .°, x�2?Ya.ri yi x a to c^.+fir ."1 II ,c ,a tr ay.4 +.?_ C :., '`4xr ,r . y Fxr � :� �.�w•< tL ; .x:.`,'3.3'"' r.hi�7, ?•"' RFs^, �:f � `2..' l,.ra.c> r .4 �, {_.: =t% ?. .yt a � r�:r"F:&, ,�zJ'� � ,�,� 7x n;r� � +�}�p'{{ice-r7`t �✓ f 'Y }` ���� k" �x.` ,�' ;`x kyy^t..�`sf�.3yw:�:. a u L.,.., iftt. *y �. { +'ae�.a'.�.e'i�,-.,,x`�zX.`�.*,v 'v �."�:�'..b. 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"', - , � , ., 1, z F .1 t .�-, � f.".1,�.��,, ,�1pl�� ,, .I , -, � - ., 1. ,� t 11�, � � . ��Il I I 1, ;: � I , , 7, .1 - 1, 1, -, -,`�41'-' -_:�'."4",:.1� -,, 4, , ,, 11 I I I 11 .-! , ,,��:�,-,- �,� ...... � �--"�,"� ,".. �, , I I . �'l- �!"�, ,� I . . I I � ; "� � : ,. :,"1,1 I 1:1� � -,"���:,*`,,,��':-', , ��.'�� _�',, I, . I I , , � " - - I . , :1 , .,, ,.� , - 11� . I 1�� - ,�L'� . I I, '� '�, ,�:, : :,, �� ,X�., �""",, " , "'", , . : , I � ;l � � - ,%,-, A�', I -, .I " � , ." ,� . , t F - ,- ,, ,�':.. i, ��;'�Il APPENDICES "",I I -I I" �I �. i I, - � . �: I I� - . 1,��I":�,-!��, *I s ;. tr .: xYll Y L ftil ?�,'S r p fl t ts� �,1 x $' 11 �WI Y, N u �, e +} t r} c sY4 1. f 4if l Y'Yz{S'. `1 r4 1,• rZ t I'llk t r t 3 f K 1. rz" ky a F f 't`C'+s �9 s w� �1 , �3� �;11 `e - a. I 11 .Ijt - i s �s, s r .;1 , R�� TI k �'rF� lY. ki r1. d P M t E! W n ti ' r r �..f �. k -k7 1 xt . ti.-f+}r 2} t11 t t r1 ; i r + i ° ��L„� '� ,, r k {tttgk'�- ' -G r + s }xti xx r r r{ ° t w'�`"xt2 y�` s S'v�rt y i ° t r A Y r 'S t .ea ,.6 5 - fz r - s- it jv hs r,4 t �4 {y _ 4 r ..'}rte 1 �^ 3sti�` 4n 7 •.� r�..t,.:�, a5% a.,�i�-�.::$gd u t�,cy: �m �"4.*n K eS ti.i n F t5 at s.r.l ' ;,:f-r ' ' ,t'', .:k t *r;:l'r" e_v ..y f 1 jCi'k +4t b,� 4X ,,F S :E,�{ 5 S t t Taf f ?l p t, r ,,}y ea, tfy e3r,E, n iy y S rpt x l� 't I 5^-,i t y 1 k �..5i- .fit ,µdt '�,_ ,�;.�,,3£ tei.,.->ih r ;s ,r>:�, , :il ,r,�,.�w,5 `- '-rd�, �':: ;..j.- ...:,.,, •3 'X5'ao 4� v�d. `. .fin .� ? Cl .4 Y,,;..1,�"!; c .�``, 4 ti.4pZu J , .. ., ._,,I :1 p .ry fa ` 7 .r` C; ;1i`„d�.t .r£;,, 6 :>��s:�at?%.r' �h�34°uy� " r ak _I s `i� �� a r i j a Kaa 4k r. �' i '[ ...[kq ,' ;=k. '"^{,jzs .1..t d rr a .d zC33}K k .., ey F s. .''.'".: S �d`1� .k�`„'.' '?5� ' . KC ' I APPENDIX #1 ALLIED SE11vrCF'S CO,NFIIFSION OF DESIGN OF A PRF-TEST OF T11F. ALLIFD SERVICES ACT PROJECT PRA7FCT PURPOSE The Design of a Pro-Test of the Allied Services Act Project (referred to in this document as the pre-Test Project) shall work to reorganize the human service delivery system of Contra Costa County to: (a) Ensure mAximum coordination between all pertinent elements in facilitating access to, and, to improve the effectiveness of, all the human services; (b) Assure accountability of the providers of these services to the consumers of the Project area; (c) Enhance utilization efficiency of human services resources, (d) Assure maximum participation of the Project area in the Identification of their needs and in continuing evaluation of the human sorvice delivery system, so as to achieve maximum personal independence, dignity, protection economic self-sufficient Y* physical, social, and mental wellbeing of individuals and families through the establishment Of an effectivo and efficient human services program. COMMISSION PURPOSE The Allied Services Commission shall bringto the human services • system the desires And the strengths of the community at largo and shall work with all service constituents to assure that the community is the uJtiM,te Lencflciary of the activities of that system. rh�i�� di, 117! y kW!, f'.;C'',Mr 'd�t� 'Sm- 4h'to;'..- 'Svy' c r a t a tit t�s.,�.t .vas., •u t -e Ai: '.'F .31F,S*+itr' ,ch,4.d..1 - kT` ` '' ;,�'h t9.,N :;�y,�' Mzcw,.' 7 r,.x:ti 14 � +.t e a ..a.' r1 :'g1 �St r ` , t'yr..p`�j w{u ;as+,.>'.z a 'V' ; s ,t -4 �4y7'Wt4 , e. ti t UY-LAWS ARTICLE I COMMISSION ORGANIZATIONt Section 1. Name -- Thiu group shall ba known as the "Allied Services Commission," hereafter referred to as the Commission. Section 2. Organization -- The Commission is a confederation of com- munity and professional groups and organizations. Officers are elected by the general membership to serve as administrators of the Commission's business. These officers, together with representatives from each committea, comprise the Executive Board, which is the governing body of the Commission. Section 3. Affiliations-- Upon acceptance by the Executive Board, the Commission may affiliate with local organizations andlor groups consistent with its purposes. Section 4. Commission Autonomy -- The Allied Services Commission is an autonomous body. Actions by this body shall not be nullified by anyone other than Contra Costa County Board of Supervisors. Action taken by the Executive_Board of the Commission shall be binding upon all activities of the Commission, subject to review and ratification by the full commission. ARTICLE II COMMISSION MEMBERSHIPt Section 1. Eligibility for Membership -- Eligible for membership are community and professional organizations and groups and individuals living or working in the Project'area. Each organization or group shall delegate one (1) representative and one (1) alternate to serve on the Commission. Persons eligible shall be granted membership without regard to race, creed, sox, national origin, or political affiliation -- membership shall not be limited. Section 2. Membership Status A. Active Members -- Active members are those current in attendance of the meetings who aro within the jurisdiction of the.Commission and have ,full rights and privileges. Current attendance means not having missed three (3) consecutive ineetings. If this should occur, the member is subject to recall failing a valid excuse. Article III, Section T, shall apply' Section 3. Rights and Rosponsibil,ittes --Active members have the. . right to,attond moctings, voter, hold office, and participate in all Com- mission affairs. They have Cho responsibility to work to fulfill the purpose and accomplish the goals of this Commission. �J 5� C�; 1;` a ,, F 4 x t r �_: S ct i��r;t sT�R( +xV!ns.;4f*��Si`� ' ��, r.5° �i.",rx•:i4:�"Y alk£ .°' �h�,K7 sic ����<<bl.�"� section 4. New Members -- To add a new member organization or member- at-Iargo to tho Corrunission, a request shill ho prevented to the Executive Board of the Commisnion for review and presentation to the Comm ssiuu membership for ratification. Section S. Mrmber Replacement -- A vacancy In the general mendiership shall be filled in the manner described in Article TT, Section 4. AR71CIIE III GOVERNING BODYt Section 1. Ftembers:hip -- The membership of the Commission shall be the final governing body of this organization. it may delegate Authority to its Executive Aoard to fulfill the responsibilities with which the membership has charged it. Section 2. Commission Officers -- The affairs of this Commission shall be administered by four (4) officers Chairman, Vice-Chairman, Secretary, and Fiscal officer, as directed by the Commission's Executive Board. The titles, duties, selection, dismissal, length of office, areas of respon- sibility, and any other responaibilities of the Commission officers shall be designated by the Commission Executive Board ratified by membership. Section 3. Executive Board Members -- The members of the Executive Board shall consist of the Chairman, Vice-Chairman of the Commission, Secretary, Fiscal officer, and Chairmen of each of the following sub-, comaitteess Program, Publicity, and Legislation. A. Chairman 1. The Chairman shall be the executive officer of the Commission, and shall preside over all Commission meetings. 2. The Chairman shall be one of the Commission officers authorized to countersign all orders and policy agreements concerning tho Commission. 3. The Chairman shall have the authority to appoint any ad hoc committee necessary to the functioning of the Commission. 4. The Chairman shall be an ex officio member of all committees) he shall have voting rights as a member of the Executive Board of the Commission and shall vote on full Commission matters only In the event.of a tie. 5. The Chairman, In the event of a vacancy to any office, shall' appoint a member to fill that office, with ratification by the Executive Board, until the next election. 6. The Commission Chairman shall servo as the voting representa- tive of the Allied Services Commission to the Allied Services Board. B. Vice-Chairman 1. In the absence of the Chairman, or in the event of the Chairman's inability to serve, the Vico-Chairran shall assunta tho duties of the Chairman and such other duties as assigned to him by the Chairman. 3 j F x ? 3.F k 1. �`,�� .�, +s`i; 4�'y'�S ,S Y: 2'` ;fid ��tyt v Y ''� +;.r i v s ';*x�i`� rj� �r. .,. 1 a ,''✓;� .;+- '�; °e�M�H'��'�`�i-'a , ., �''z�.rid: k-�Z�.� `� w:� � ."�i "�fix{$ .� �.�`.FF:�':�'�s�k���v',g', c• l``:?a�35.i�"!�,1`cn�.��?K.�.�a Y .� -.�tt5ti,�d�.''�', l�4Nc�i,�.�;i?..*'��' � ..� � E. C. Secretary 1. The Secretary shall be responsible for receiving all corres- pondence and communications on behalf of the. Commission. 2, on direction from the Commission Executive Board, he or she shall respond to correspondence and communication. 3. The Secretary shall be ronponsible for maintaining membership records, including a current rtu:mborship Iist, addresses, and phone tfumbers of the members. 4. The Secretary shall be responsible for the dintribution.of Commission materials. 5. The Secretary shall be one of the Commission officers authorized to act in behalf of the Commission. b. The Secretary shall keep a correct record of the proceedings of all Executive Board, general membership meetings, and be responsible for distributing a copy to the membership prior to the next general membership meeting. 7. The Secretary shall be responsible for filing a copy of the minutes of all meetings with the Allied Services Board in accordance with the Commission By-Laws. - d. Fiscal officer 1. The Fiscal officer shall be responsible for the fiscal activities of the Commission and shall maintain complete records of the fiscal activity of the Commission. 2. Hejsha shall present the Commission fiscal activities to the membership for ratification. Section d. Elections A. The annual elections will be held in June, and officers shall serve from July 1 through June 30. R. The Commission officers shall be elected by the general membership by majority vote by secret ballot. C. provision shall be made for absentee ballots. D. The elections shall be conducted by an election committee selected • by the Chairman of the Commission, which shall consist of five (5) ' members who are not candidates for an office in the election. This committee will be responsible for validating ballots and publishing the results of the election and to assure that the statements of candidacy are available to the membership. E. The candidate receiving the majority of votes cast shall be declarod the winner. rn case no candidate receives a majority vote, there shall be it run-off election between the candidates with the highest number of votes. Section-5. Nominations A. Nominations shall be accepted from the floor of a general membership meeting in may, with the consent of the nominees. r� 4 Q a 6. y rst "i$^ ; S h.,^�p, r�'`• t"`.a`}' `.:'t,yi }, 'i, '�$�+4'.irnp�'rS�fXt i F 'T j P \ y �3 ; A'�"37"`'�. 4�F"� ^t6 �' '4trt•t'Y � � �A,. i a?c 5,+' ;�� r L ' ,����n.tss�'�+s"3Y�E��.�-�.�s �e. '�'.'`�`'� '• )�':4 � � IQs Section 6. Torm of Office: A. Ma officer may serve for more than two (2) consecutive terjim. section 7. Recall: A. Recall may be originated by a petition signed by at least. 30 percent of the active membership submitted to the Executive -` Board of the Commission. After the recall has been originated, the Commission Executive Board must refer the matter to a general membership meeting of the Commission within 30 days of the presentation of the recall petition. Before the secret ballot is taken, the member being recalled has the right (within 30 days) to make a presentation relative to the recall ayainst him. Upon majority decision of those present and voting, the recall will be presented to the membership for secret ballot. A majority vote of the entire Commission shall decide the recall. Section 8. Vacanciest A. An office shall be declared vacant when a member of the Executive Board resigns from his office or is recalled, or a Commission member resigns from the Commission or is recalled. B. An office shall be declared vacant when the holder of the position Is absent from five consecutive Executive Board and general member- ship embership meetings without excuse for good cause by the Executive Board. C. Office vacancies shall be filled by a majority vote of members in attendance at a general membership meeting. D. Those persons resigning from office shall submit a letter of resignation promptly to the Executive Board Secretary. E. Vacancies In the general membership shall be filled in the manner set forth in Article Ir., section 4. section 9. Commission Membership Meetings: A. All meetings of this Commission shall be conducted in accordance with the Commission's by-laws and-with Robert's Rules of Order. B. The Commission shall have regular monthly membership meetings. C. Special membership meetings can be called by the Commission Execu- tivo Board or by the petition of ten percent of the members. . D. Members shall receive written notice at least 48 hours in advance of time and place of ail special membership meetings. E. Any action taken by the majority of the full membership at a general membership meeting shall prevail over any contrary action taken by the Commission Executive Board. F. All meetings shall be open to all members. C. Fifty percent of the total membership shall constitute a quorum for all regular and special membership meetings. i �'� ,r t z : .. ds .ti h F3_ ' r� - y�,1Y'.�,;..,y.=1-1 '�i%f�'i-s �„�„�, xfl��yr:Wg�cMx�,�'+y�y z�r�aj "�'°*�".�: t "rs'+ ;�, J� .Xi`ss�'�+a� :. r, �• rkJ � sAr �'S� L � #Z 't ky ;� �f�� t'da�Y �atm r�ry y y�, ;� � xm Aa'3ti�'�° •" SOCtien 10. Couuuf sn ..ton t.'xecut•!ve ltoord Fleetinga: A. Plle Commission Executive Board shall meet at least once a month. Be A majority of the Commission's vxorutivo Board constitutes a quorum. C- Special meetings may be called by the Chairman of the Executive ` Board upon the written request of one-third of the members of the Commission F.xccutivo Board, or upon his/her own initiative. ' Section 11. Negotiations (Executive Board): A. The Executive Board of the Commission shall serve as the Negotiating Committee for the Commission when necessary. ARTICLE IV RBSOUNCi;S Section 2. Funds' A. All expenditures up to $25.00 require approval of the Executive Board. All expenditures over $25.00 req uiro approval of:the general membership. Section 2- Records -- Financial records of this Commission must be kept at least four (4) years. They must be audited dent auditor. annually by an indopan- Section 3. Technical assistance shall;be provided b authority of the County Board of Supervisors. y the appointive ARTICLE V AHRNBNRNT S Section 1- othe amendme by.a nwjortty voteeProposed off the nts) to these By-Laws may be originated Co:vnission Executive 0oard or by a petition signed by at least ten l,urcent of tho active :aem:ers. Sectien 2. Thu Commission F.'xecutive Board shall such prepused amendments provide a copy of (• ), along with the original':section(s) of these By-Laws, to every active member of the Commission for review prior to voting. Rection 3- Tho propos ud amendmu'nt(s) shall be discussed and adopted or rcj<+ctrd by a majority of thong mombers voting In s writtL-n Lullot. pecial election by ' -i"yet�,���?;ta�t�b' � � "'�r}%,y?�`� r��_•iyi�'���ay� �'ny� ;t tit*�,f ��a� � d �{§, `a,�"%.j'k� C^E� 5Y5.%p d h �� 4snF :'��, G"'i�,. �� >1%f4+a fa ,%.,�w. s 7 x t'x`fir.(r rt�,a+'"r x y ` a f.;+V'1�a 1 r�' L,��� 4 fit{S s•i''�' ARTi-cm. VI � . RATYMATlON Section,1. Ratification -- Upon formal acceptance of those Dy-Laws ` � . by two-thirds of those eligible Commissioners attending at the ratification mooting, theso Dy-Lass shall be considorod'ratified. I r 4 tx � Y , 1 f t 4 h , 4} } Y� i i f t fie, t C� I S<,fi�4' All A'yi;f'�=1' �65 '�i��i;,•g � s�x,..°,xy .f:. ;s,.:'£ s}a.«.. �a'�.,`�;" T 3.1 �. �} � 1 ,�.��s;L ,s ,�.�,���� ;,� ,#c,`���'� spa, ;tau„ 3 �.s'�,-tis .�,. gyp��; 4�� _ ,i". �x..� '•ti��E c �'s"y,, �'�i �`;., ,�, �.��. �t .: '�5 �� b�'q-`£`' ' APPENDIX #2 REPORT OF THE LEGISLATIVE TASK FORCE: ANALYSIS AND RECOMMENDATIONS - ON THE ALLIED SERVICES ACT OF 1972 The Legislative Task Force has carefully assessed the intent, written and implicit provisions, and potential 'impact of the 2972 draft of the Allied Services Act. Our objective was to identify provisions of the Act which appeared contrary or unsupportive of the goals of the Act, to make recommendations to resolve these issues, and to include additional provisions to improve the-.iMpact of the legislation and 'its operation. Although our analysis included many minor revisions in wording In order to reflect an emphasis or clarity consistent with the views of the Task Force -- the material that follows covers only our most important concerns. We have attached a* -copy of the proposed by-laws of the Allied Services Commission, whose principlesare recommended under item 2, (a) of this report. We emphasize that this is a working draft of the by-laws and that modifications and refinements are currently being Made. 1. We generally concur with the "Findings and Declaration of Purpose" section, except on one issue. Whereas the Act is critical of the absence within the states and communities of a single locus of accountability for the effective provision of services, we feel that a single locus is not as important as having clearly defined locations of responsibility that are readily apparent and accessible to members of the community, especially to the consumers of those services. 2. The Act designates three levels of authority in relation to the approval and operation of an Allied Services Program. They are: (2) the local agency designated to develop and implement a plan, (2) the governor who Is responsible for supervising the local plans and developing the state plan, and (3) the Secretary of HEW, who has ultimate authority in approving state plans, consolidating funding, granting waivers,' and approving grants for administrative costs. This administrative structure is the major concern of t1le Legislative Task Force, whose adamant and unanimous recom- mendation is the inclusion of two related provisions. We feel that the Act must be revised to provide for community participa- tion at all levels, and that the single locus of authority invested In the governor and the Secretary of HEW should be shar6d with the citizenry and also the legislature with xespec*t to the governor. Vhese two principles guided the development of the following suggested organizational structure.' We recognize that refinements and/or modifications are needed but have Included these ideas to emphasize and clarify our intent. C; 2 (a) The Act must mandate citizen (consumer) participation in the developm ent, approval, operation, and evaluation of the local and state Allied Services programs. We suggest the following organiza- tional plan to accomplish this. (The citizen participation com- missions, described below, are identified by governmental juris- diction (city and county) for clarity only. The designated office or agency may be one or more entities or a public or nonprofit private agency.) At the local (city) level -- confined to the particular Allied Services Program area -- is the local citizens participation commis- sion, composed of community organization representatives, members at large, and agency representatives. This commission operates under the authority and the direction of the regional (countywide) planning commission but.is also responsive to the local offices, agencies, or governmental jurisdictions (cities) that participate in or administer the local programs. The principles of selection, responsibilities, and authority of the local citizens participation commission are contained in the attached by-laws submitted by the By-Laws Committee on June 19, 1973, to the Allied Services Commission. These principles should be used as operational regulations by federal and state governments to provide a definitive structure to the requirements for citizen participation at the local level. The regional (countywide) commission operates under the authority of the office, agency, or governmental jurisdiction appropriate to the boundaries of the distinct area defined by the state for the administration of the local Allied Services plans. This regional (countywide) commission is composed of representative members of local (city) citizen participation commissions and are selected by these local commissions. Based on this county's experience with the Allied Services Project, we feel that the most viable regional jurisdiction is the county, under the auspices of the Board of Supervisors. We recognize that this arrangement may not be feasible in other areas and concur With the flexibility of the Act, with the stipulation that the local, • regional, and state offices or agencies be multipurpose in the scope of their services. The local (city) and regional (county) commissions shall maintain and direct the activities of a citizens participation staff who will serve to effectuate two-way communication between the community and governmental structures. Their purpose in facilitating commu- nication is to insure that the planning and operation of Allied Services plans meet the intended goals and objectives of the Act as they relate to community participation. qn, , V,:'k,4r, 3 The Act invests sole authority at the state level in the governor or his designated state agency. This responsibility and authority should be distributed to effect a balance between the executive and legislative branches of state government and provide for community participation. The following suggestion is intended to meet this criticism. The Act states that the governor has authority to: divide the state into districts, determine inclusion of local plans into the state plan, designate local agencies to plan and implement programs, supervise local plans, and develop the state plan. Except for technical, but very broad, provisions, his decisions are not constrained by criteria relevant to the purpose of the Allied Services Act nor to the needs and concerns of the consumer. The sharing of responsi- bility and authority with the state legislature is operationalized by the establishment of a state citizens participation commission which will act under the policies and authorities of the legislature and will function in its behalf by sharing equal authority with the governor on those provisions of the Allied Services Act which are currently (1972 draft) designated as his responsibility. The members of the state commission will be members of the regional commissions who are elected by their respective communities to serve at the state level. - (c) At the federal level, the Secretary of HEN has ultimate authority for the approval, operation, and evaluation of the state plans. As in the arguments above, this is again a single concentration of authority with limited input from the communities and citizens to be served. The recommendation to partially resolve our objection is Indicated under item #3 below. 3 The Act states (under Title XX, Section 201, (a), (2)) that the governor Is required to divide the state into distinct areas for the purpose of administering local- Allied Services plans. The governor is required to inform the unit or units of general purpose local government and afford them a reasonable opportunity to comment upon these plans 6r to make recom- mendations for alternatives to those plans. We feel that this concept should be expanded and applied in two additional areas. The expansion of this provision is to Include direct notification of and the opportunity to comment by the local (city) and regional (county) Allied Services commissions. If the issue is the division of the state Into distinct areas (which will occur before the commissions are formed), then the governor will be required to announce publicly (through news 4 media) the proposed boundaries and require that the unit of general purpose local government, office, or agency hold public hearings to provide for community input into the local response to the governor. The first additional application of this concept is to require that .the state provide similar notification and opportunities for comment by the local agencies and citizens commissions when questions or objections arise in their plans as submieted ,to the state. secondly, that the Secretarg of NEW similarly hatify the*st;ite and the statewide citizens commission of questions or objections to the state plan. Following the notification, which should occur prior to the final action to disapprove a plan or part of a plan, the state or Secretary will be required to consider the comments and recommendations received. 4 *The Act (Title X, Section 202, "Evaluation and Technical 'Assistance") states that the Secretary of HEW may conduct evaluations of the state and local programs*' The Act should contain the provision that the criteria for these assessments be established with the participation of the admini- stering agency and citizens participation commission in order to assure that the results of the evaluation are valid In relation to the goals, objectives, and methods of the particular program in question; The results of the evaluations should (rather than "may") be disseminated to the local and state agencies and local and state citizens commissions. S. On the subject of local agencies, the Act states (Title IX, Section 201, (b)) that nonprofit, private agencies can only be selected for the admi- nistration of the local plan If the governor finds that no office or agency designated by the chief elected officials of general purpose local government have the capacity to carry out 6 local Allied Services plan. This appears too limiting and the criteria for choosing a public or non- profit private agency should be expanded. Also, it appears (but is rJot clear) that the public or nonprofit agency would be under the direction of the state agency should it be designated as the local agency to plan and implement the Allied Services plan. *This will need further clarifica- tion. 6. The Act (Title XX, Section 203, (b) , (3)) excludes from funds which can be transferred grants to states available under Titles I, X, XIV, XVI, or XXX, or Part A- of the Title XV of the Social Security Act. These references probably refer to the assistance grants .(welfare payments) for the cetegorical aid programs which should be excluded. However, It must be clear that the Social Service funds authorized for service programs under these titles can be transferred and that under certain conditions Title XXX Medical funds can be transferred. 7. Waiver of federal requirements can be granted by the Secretary in the areas of statewideness, that single or specified agencies administer particular programs, and technical or administrative requirements. The latter should be expanded to specifically state that eligibility requirements of particular programs and documentation of such eligibility can be made uniform by waivers of individual program requirements. The Act should also encourage local Ad state governments to grant waivers of local and state requirements in order to 'accommodate the development and operation of the local and state Allied Services plans. 8. Regarding the subject of special grants for administrative costs, the Secretary is authorized to make grants to states for planning, preparing, or administering coordinated services or Allied Services plans. However, According to the Act as It is written, the requirements for these special grants can only be met after the local and state plans have been developed and are in effect. . Funds to meet start-up costs should be made available to the state and local agencies as soon as they Initiate the development of a plan by establishing local and statewide citizen participation commissions. The above conclusions and recommendations have been unanimously adopted by the Legislative Task Force of the Allied Services Project and are respect- fully submitted to the Commission with the following recommendations: (1) that they be accepted and forwarded to the Allied Services Project Administra- tion and the Allied Services Board; (2) that they be included in the Feasibi- lity Study Design of the Pre-Test; (3) that they be forwarded to the federal Office of Management and Budget for their consideration in revising the 1972 draft of the Allied Services Act; (4) we further recommend that the Allied Services Project and all participating agencies and community organizations urge the director of the Office of Management and Budget and the Secretary of HEW to complete their work on the proposed Act in order for the President to resubmit it to Congress during the next legislative session. Respectfully submitted by Ethel Dotson, Chairperson Kagey Dorosz, Vice-Chairperson 1 Manuel Estrada Robert Clark Mary Blackburn Maxine Eason Warrington Stokes Tam Morioka Attachment. Proposed by-laws yz 1 . -1,'x �0 ITO V4, Human Resod. Zes Agency APPENDIX #3 Data January 30, 1974 CONTRA COSTA COUNTY To Legislative Task Force, Allied Services Project: Ethel Dotson, Manuel Estrada, *r Kagey Dorosz, Bokes., ark, Mary Blackburn, Tom Morioka, Maxine Eason FrOM Warrington St Chief, Social Program Planning and Development Division i Subj ADMINISTRATIVE AND LEGISLATIVE CONSTRAINTS STUDY The following is my suggestion as to an appropriate-response to the recent request from the Deputy Assistant Secretary for Program Systems, Department of Health Education and Welfare for comments concerning administrative and legislative constraints which impede strengthening the management of human resource programs. After the Legislative Task Force has had an opportunity to review, respond and add material, the items can be put on the form pro- vided by HEW. I am also attaching for your information an earlier letter in response to a request from the Assistant Regional Director for Inter- governmental Affairs, HEW, for comments on "capacity building" strategy. The major impediment to developing human resource programs is the lack of clearly stated goals and objectives to guide Federal, State and local legislators and administrators in the development of a comprehensive human service system. The lack 'of such goals is reflected in appropriations which are insufficient to the demonstrated need, may be channeled through inappropriate agencies, and are unpredictable as to their continuity. An example is the allocation of the Social Service funds to the States on a strictly per capita basis without regard to either the magnitude of need or the level of services which have been developed in the various States. The Federal government should establish a minimum level of service which would be required of the States and on the basis of available cost data,allocate the necessary funds. Block funding or "revenue sharing" may provide greater flexibility at the local level; however unless there is a clear mandate in the Federal law or regulations, human services may suffer in competition with other local needs. In California and most other Western states, responsibility for the provision of basic health and welfare services is assigned to the counties. Education services are provided by autonomous school districts with their own taxing authority. Municipalities usually provide recreation services and possibly housing. If block grants are allocated municipalities on the assumption that they will be used for basic health and welfare'services, problems may result. _z_ The lack of clearly stated goals is reflected also in the regulations governing the nature of the services which may be offered and the persons who are eligible for them. The regulations proposed by HEW and currently suspended by Congressional action would substantially.reduce the number of services which we would be able to provide and would eliminate many "potential" eligible persons who are in genuine need. Further, the restriction of services to individuals who are "current" recipients of cash payments makes it difficult to integrate our services with police, school and health agencies which do not ' have similar restrictions. Without clearly defined requirements for consumer and community participation ' in the development of local programs, there is no guarantee that programs will , be relevant and responsive to local need. WS:b11 Attachment ' cc: Judy Miller, Allied Services Project Director Don Enderton, Legislative Liaison, Human Resources Agency 1 r • L ' ` • �}. $^•y fly tiry s+i'`S4'�`sd?.�'�����4�'Ji'��v���=` y'7'�'�aw }ya-`���,3�r�5��-•i '..��•�„°�#M ...F�,E�:`-'`x��,y��,�'.'�r (yq{'a^a�;` ,: 3 �,^`5"'�u!r•x��v"^#',x's��� - a - > + r=IVUIJt #4 CONTRA COSTA COUNTY ' HUMAN RESOURCES AGENCY R. E. JORNLIN. DIRECTOR SOCIAL SERVICE DEPARTMENT C. L. VAN MARTER ADMINISTRATIV[OFFIC[ DIRECTOR 3401 STANW[LL DRIV[*200 CONCORO. CALIF. 94930 795.1500 ' June 10, 1974 Supervisor James P. Kenny ' Supervisor Warren Boggess Human Resources Committee Board of Supervisors Contra Costa County ' 651 Pine Street Martinez, CA 94553 Dear Supervisor Kenny and Supervisor Boggess: In a letter dated 10/18/73 addressed to each member of the Board, the Legislative Task Force of the Allied Services Project introduced it and explained its purpose. As we described, one of our major concerns has been consumer protection. Our efforts in this area have focussed on the issue of the confidentiality of ' client/patient information kept in agency records. We have been charged by the Allied Services Commission with the responsibility of evaluating the safeguards for confidentiality in the Human Resources Agency's plans for a computerized ' information system. On 6/6/74, we received the detailed and complete plans for the Human Resources System and have just begun to review them. ' However, you have received a proposal from the Human Resources Agency which requests authorization to allocate $700,000 and approval to implement the Human Resources System. We understand that this proposal was submitted to you in a ten-page memorandum. We have recently asked for a copy of this memo and have not received it yet. We request that you postpone making a decision until the Human Resources System plan and the proposal submitted to you can be thoroughly evaluated in terms of the safeguards to the client/patient's rights to confidentiality. There is a policy statement on confidentiality for use with the Human Resources System which was developed and approved by agency personnel--without consumer participation. This material was sent to some community groups for review, and we feel strongly that no action or decision should be made on the proposed plan until all responses to the confidentiality statement are received. ' Additionally, we are concerned because the final approval of those policies on confidentiality were approved by the Confidentiality Board which lacks consumer ' (community or client/patient) participation. We recommend that there be consumer f Supervisor James P: Kenny Supervisor Warren Boggess 2 June 10, 1974 participation p on in the final approval of the confidentialit there should be consumer participation in the on oin Y policies, and that as the Human. Resources System is implemented, g g functions of that board In closing, we emphasize our request and urge you to postpone taking on the Human Resources System proposal until there is as and community groups have participated in the evaluationing any action , effect, on the client/patient's right to confidenity.assurance that Very truly confidentiality. Yours, or. Mary Blackburn, Chai Legislative Task Force, Aln liedServices Project MB.TM:ga cc: A. Croutch Judy Miller Nyman Wong i Tr 't4'�" ,#+,A=; .s .. _. k G.. � ,> .,J ray,s.¢. d{- " za=.. x .-f..;Z -:•�). x,.� ;'r= s2$ d;� t.s , h. 4k_,,�,,.s w tcx �-�`..,.• �; � APPENDIX #5 CONTRA COSTA COUNTY 1HUMAh RILSOURCES AGENCY R. E. JORNLIN, VIRECT011 C, L. VAN MARTrit SOVAL srnvicE PEPARIMCNT VIUMTOR Ar%tAo4isiF%ta#vr. orrtcr t401 !.TA?4WrL1. PrIVE V200 CONCOMP. CAtJr, 94520 798.1000 July 10, 1974 Robert E. Jornlin, Director Human Resources Agency Contra Costa County 651 Pine Street Martinez, California 94553 Dear Mr. Jornlin: Thank you for meeting with the Legislative Task Force of the Allied Services Project (on such short notice) and hearing our concerns regarding the Human Resources System and related issues of client/patient confldentiality. As we' explained, we are putting our comments in writing for transmittal to you and, members of the Board of Supervisors. We also provided input for your testimony on the Allied Services Act (see the footnote on the last page). The following expresses our major concerns with the proposed computerized information system, as known to us through information provided by you and your staff. As with our last meeting with Mr. Croutch, the material needed for specific reference was only provided at the time of the meeting, prohibit- ing prior study. Vie have, however, reviewed your memo to Supervisor Kenny and Supervisor Boggess (dated 5/5/74) and have included our response to that memo in this letter. We note that in your May 5th memo reference .is made to one or two additional pieces of material . One is a report to you of the Oklahoma system by your staff and the Data Processing Manager. The other is described as an "assess- ment" memo which apparently details the cost of installing the Human Resources System. We request copies of this material and/or other information that relates to our concerns and questions expressed below. At our meeting with you, we requested--and you agreed to provide--cost information on the sources and amounts of funding and specific detail on the expenses for impletnentill!) the human Resources system. We would like that data by July 19, 1974. Generally, we agree with and support your stated goal of improving services to clients by increasing the effectiveriess and efficiency of current agency operations. Our participation in the Allied Services Project demonstrates our commitment toward the potential for enhancing tile quality of services by their integration. We also acknowledge the need for analytical data in order to support program efforts and plan the delivery of services. However, we are not convinced that a compute'rized information system will support these goals. We are concerned that the computerized system is viewed as an end in itself, rather than one of many tools for providing effective human services, and that its utilization should be based on comprehensive and detailed program planning rather than using the coinputur to solve public policy and prograin issues. ViNK Robert E. Jornlin July 10, 1974 We are concerned that the Human Resource.,, System is not designed to lileet--nor is any consideration given to--the 'needs of non-English speaking persons. Ne to the large number of non-English speaking clients/patients served by this system, special provisions should be made to insure that their needs are met. We are concerned that the financial and staff-time costs may divert the limited resources of the County away from pressing and urgent human service needs. Approximately $1 ,000,000 per year is proposed t o be committed without resolution of public policy issues involved, including the service priorities of the Human Resources Agency and the County. Plans are being developed with little or no involvement of consumers (client/patient) or the community at large. We are concerned that the Human Resources System is being proposed and, with potential Board of Supervisors approval , will be implei-c.ented in a political and administrative climate full of potential dangers that may negatively affect service delivery and seriously threaten individual privacy. The Legislative Task Force has specifically addressed itself to the Consumer Protection issue of the client/patient's right to confidentiality. From our general concerns expressed above, we have detailed our specific objections to the Human Resources System and the confidentiality policies. As we indicated in our correspondence with Mr. Al Croutch, we object to the fact that the confidentiality policies were developed with a minimum amount of community input and no consumer involvement. The final approval of those policies was given to the Confidentiality Boara, consisting only of Depart- ment Heads, none of villom are directly responsible to the general citizenry nor easily accessible to the consumer population. We repeat our recommenda- tion that the confidentiality policies be approved by a body consisting of consumer and community participants. We further recommend that an ongoing Confidentiality Board, be established which would include consumer and community ..representation to monitor the implementation of the Human Resources System and related issues. We object to the fact that the substantive content of the confidentiality material , the listing of data elements and confidentiality codes, were compila- tions of existing practices, rather than carefully analyzed legal provisions, regulations and/or validated legal interpretations. Most of the client/p6tiont information is coded "B" which represents information which can be shared "in an appropriate manner beneficial to the client". This criteria for the release of significant personal information is at best vague, and subject to gross variations in interpretation with little assurance to the consumer that his best interest is being served. lie believe that failure to determine the legal implications of install ing. such a system may leave the County vulnerable to litigation. Although the proposed system provides for the client's permission to store information in tile computer (a time-consuming process) there is no mechaninm for the later review of all the data stored in the computer about him. I'tiruiol-, there is no considetation (no confidentiality codd) for the elew.ents which can be released with the client's signed authorization. Both of these issues ne(.�jtl to demonstrate that the Human Resources System ignores recognition of the client's participation in the delivery of service and involvement in the 111 f'o 1, "oration sharing process. , _Nw Robert E. Jornlin -3- July 10, 1974 i ' In addition, the confidentiality material does not establish a code or con- trol on third party information from a confidential source. An example of this is a psychiatric evaluation report sent to the /Agency from a source who indicates that the material cannot be shared. As we indicated above, we recognize the need for analytical data in order to support program funding and conduct needed surveys. However, vie object to ' the fact that the name of an individual client is attached to the data. Client/patient data can be computerized and analyzed without the individual name; or a statistically valid sampling (anonymous) can be used to obtain reliable information to meet management purposes. The only need for identify- ing the individual data is for the Multi-Service CotivRit:tee lviho reviews clients served by more than one agency. Phis function duplicates the existing efforts of direct service workers and is unnecessary. The wealth of assorted items ,. of inforn;ation that are collected and stored are also a, duplication of the direct services workers' case record. ' In sunviary, the Human Resources System collects, stores, and shares an excessive amount of personal information without overall planning for its use and sharing based on validly established safeguards for the client's/patient's right to confidentiality. Vie urge you to delay implementation of the Human Resources System until : 1 . There is an overall plan for the process of delivering human services in this county which address qualitative as well as quantitative factors; ' 2. The computerized system can be developed to support the delivery, processes$ 3. Specific informational needs of the Federal , State, and local governments are identified; . 4. The issues of confidentiality are resolved and there is consumer ' and community participation in the confidentiality policies; 5. Priorities can be established to determine the amount of resources to be alloca,t.ed to specific programs; . 6. Specific procedures-of the data collection, storage, and sharing system are pretested by manual operation and their effectiveness and efficiency evaluated; and 7. The plan addresses the needs of the non-English speaking community. As lie understand from your explanation, the ituitlan Resources Committee of the Board of Supervisors forwarded your proposal to tale Administration and Finance Committee without a reconxiienda ti oii, and that the Administration and Finance Committee will fully revievi and evaluate the content of the Human Resources System material . Vie strongly feel that we and other �3-h ,, . f.rt<+ „ a-.s .. ;� .,,.... ,.., .an ... ,._ .. .r- .r, ;.a _. a, +. =f __ .. .�. ..,h,�• P'?.a?a v „"t jq uc?C"k^�w.:� �=s. +tee{ret�e��i��'h, Robert i:. J , Y ornl i n -4- July 10, 1974 community and consumer groups should have an opportunity to directly present our concerns to tile►►►. tic ask that you support our request for ' a delay in any Board action until such a hearing is completed. We regret that we were not able to express our concerns to the iium��n Resources Committee I)Cfore tine pt•criaosal lift them. As we indicated in our June 28th letter, we felt that tine Human Resources Committee should have input prior to any decision. Yours truly, 0r. Mary Blackburn, Chairperson Legislative Task Force + Allied Service Project { MB:T14:fb cc: Supervisor Alfred M. pia Supervisor Edmund A. Linscheid Supervisor James P. Kenny Supervisor Warren N. Boggess Al Croutch Hyman Wong Judy Miller NOTE: On a related subject, the summarize here our comments provided last week for your information in testifying on the most recent draft of tttie Allied Services Act. As we expressed in our meeting and in-our written statement,' our view is that the 1972 draft of the Allied Services Act was deficient. The current proposed legislation must require consumer participation in the and evaluation of Allied Services Programs1oWe►malsagrecommendothat ' you stress in your testimony the need for affirmative action in the staffing of Allied Services Projects. : .'y`��;4''`�^�iut'S •?�'Y ° �" �1"•� �'.5':�. vt�>� sr.g rS r.;,unr S�.;�,r SSZ ,�'.A�S,>}�, §. ,.,j�' .,„J2 •.„y.; ,,.Y-.,fir. ,'M$5.5�, '�,"".4!”- Li, nY�,�3`��,"3. ?t, �"iv,:,#t•<...z�.:� '� �`1= ",iu r��;',�•-'1,.t'•�; -.a' `�sv.�,t�f'c�'�'S�;"”�"��i�,s*.�.t!•ar ��?Y;Q'e� lvf ;z4'p�. `Tr.�vy".ce� �.��� � >�,CE!'. i� t, t6a,:a$�-. ,nti r'Fs, �_ �r ;,.cE Xae .rra�', .. APPENDIX #6 September 17, 1974 TO: Members of the Contra Costa County Allied Services Commission FROM: The Joint Monitoring Team (Legislative Task Force - Substance Abuse) SUBJECT: Status Report I. HISTORY AND PROCESS This introductory statement will briefly describe the history and process of the Joint Monitoring Team as it evaluated the Infor- mation Exchange Feasibility Team activities, confidentiality state- ments, and implementation plans. In April, 1974 the Legislative Task Force was asked to monitor the Information Exchange Feasibility Team. When the Legislative Task Force first reviewed the "Overview" statement, which was to guide the Feasibility Team, it questioned the validity and found several inconsistencies between the Recommendation and the Intent. A meeting was set up between the Legislative Task Force, Sub- stance Abuse Task Force and Allied Services Project staff. The results of this and a subsequent meeting were: (1) clarification of the Project procedures, (2) the formation of the Joint Monitoring Team which included the Substance Abuse Task Force and Legislative Task Force, (3) clarification ,pf the Substance Abuse Recommendation on confidentiality and the exchange g of information, (4) rewriting ' of the Task Force Intent (previously written by Project staff) to k.. 4'3i r �� conform with the recommendation written by the Substance Abuse Task Force, and (5) the decision that a member of the Joint Monitoring Team would attend the meetings of the Feasibility Team. The monitoring process began on May 14, 1974 with the first pro- gress report by the chairman of the Feasibility Team. The second ' progress report came on June 11, 1974. The evaluative comments are contained in a summary at the end of this introduction. With a member of the Joint Monitoring Team attending the Feasi- bility Team working sessions, it was determined that the Feasbility Team activities did not conform with the revised Intent for the Substance Abuse Task Force recommendation. A joint Monitoring Team meeting was called on July 9th to discuss the apparent misdirection Iof the Feasibility Team. Its Vice-chairman reported that the Feasi- bility Team had not been given the revised Intent statement. The Intent was written out in this meeting and copies were distributed. ' The Joint Monitoring Team received the Information Exchange and confidentiality outlines in late August and some of the Implementa- tion plans in early September. It has had 4 meetings since September 3rd (a total of about 16 hours) in which the material was reviewed and seven Feasibility team members were interviewed (all except Social Security). To conclude this introduction, the four issues that developed during the monitoring process are summarized as follows; A. The Feasibility Team Intent was rewritten to conform with the Substance Abuse Task Force Recommendation. This was resolved at the persistence of the Monitoring Team, but there was a delay because the Feasibility Team did not receive the revision until July. -2- kyr '7r°.x4n�4 ;iy B. The Monitoring Team did not receive the final material from the Feasibility Team until late August and all of the implementation _ Plans have not been submitted. C. The Task Force Intent requires client/patient participation in the development of the Information Exchange material. Although a member of the Monitoring Team did attend the Feasibility Team meetings, this did not meet the stated intent. D. The Feasibility Team attempted to meet the Monitoring Team's expectation that the laws governing the confidentiality policies be ' included in the Information Exchange material. Exceptions are noted in the detailed evaluation that follows. II. INFORMATION EXCHANGE FEASIBILITY TEAM (IMPLEMENTATION PROGRAMS) In reviewing item II-B, ("Administration/Management") page three of the Implementation Program, the Monitoring Team concluded that the manner in which the success of the program is to be evaluated is not described nor is the composition of the monitoring group specified. The role that the Joint Monitoring Team (Substance Abuse and Legisla- tive Task Forces) and the Information Exchange Feasibility Team will play in the monitoring process should be clearly defined. There is ' also some question as to the validity of having the Feasibility Team being its own monitor. There is also some concern about the time frame of the follow-up process. It is desirable that this follow-up take place sooner than the three to six months suggested. It is recommended that these issues be resolved before the implementation of any of the individual plans be initiated, and that the Feasibility Team rewrite and resubmit this section of the plan, taking the above issues under consideration. Of the eight participating agencies, only four submitted Imple- mentation Plans describing how the Information Exchange material will 6 E z a,r r f .,.f.._.. t ^�trr,•r;t..,,.., ,r,r c,k un ... ..a,.._ E' --. ._,.... «. ,. be used in their agency. Our comments and recommendations for these agencies are as follows: • A. HEALTH DEPARTMENT The implementation plan indicates that the Nursing Division will apprise the staff of the Health Department of the purpose, history, and philosophy of the implementation plan. It was unclear if other divisions such as Veneral Disease Control and Sanitation will partici- pate actively in the program. If there are other Divisions participating it would be necessary to consider the kind of information being shared by these departments and how the sharing takes place. We support the idea of including the Information Exchange material in the Health ' Department's operational manual. 4 After a thorough review of the present practices of information exchange, it was evident that there is an attempt at preserving the clients rights to confidentiality. However, we do have some reservation concerning the following areas: (1) their release of information form iallows that "any" information can be disclosed, where as the specifics should be cited; (2) the ease of access between the Health Department and Medical Services does not require that the purpose for the infor- mation exchange be sited; (3) the address of patients is given for identification purposes; (4) in a court supeona of records, the "public interest" is not defined; and (5) several items of the materials are marked "N/A" for not applicable, these should be deleted or a policy established. The Joint Monitoring Team recommends that the Commission allow ample time for the questions and reservations to be answered. Then the Health Department's plan should then be submitted for action by the Commission. -4- ''s t' Tl +s3`isW ttpp�•. ; a,-`,w. cw"a'1,�t_...�,.,.w,'S.w.u,A�1.sF..�..,E`s1�....,�nt,€,l°`.n5ri�2'�''Eu�iYk'a'' k - F" .� �' a B. RICMOND PROBATION DEPARTMENT There is no set policy on how information is "secured" once J it is in the files of the Probation Department. It is generally assumed that information may be shared between agencies without release. The present practice of information exchange may vary in some divisions. A case by case determination in some divisions is made of whether or not there is a "mutual relationship" between the agency requesting the information. However, there is no set policy on how to interpret "mutual relationship" nor is there any general in-service training of staff on how to make these decisions. Even though a consent form is available, it is not considered official. The plan as it is written does not clarify whether the Training Officer is a special position, nor does it describe what the routine duties are. The role of the unit supervisors in the in services training process are not defined. The Monitoring Team recommends that no action be taken on this plan until these issues are clarified. C. RICHMOND POLICE DEPARTMENT The implementation plan submitted for the Police Department does not indicate if the implementation packets will be distributed to all divisions; only the Detective Division was designated. It does not state who will be responsible for explaining the history and purpose of the plan during line up. There was no policy nor practice describing the present manner in which information is exchanged to show how infor- mation given to other agencies is made "secure" once it is a part of the files of that other Department. '5 3 In addition to the above, departmental orders relating to the release of information will not be available for at least another month; nor has the law '(code) governing the confidential clause been made available for review. The Monitoring Team recommends that the Commis- sion allow time for the issues raised in this report to be resolved by the Policy Department, at which time the plan may be resubmitted for action by the Commission. D. SOCIAL SECURITY ADMINISTRATION This agency has submitted a plan for implementation, but has not met with the Monitoring Team to discuss their present information sharing policies and practices. The plan as it is written does not indicate who has the responsibility for staff training with respect to the implementation program. It is not made clear what the plan with Contra Costa County Welfare Department entails. The Monitoring Team recommends that no consideration be given to this plan until at such time when the above questions are answered and the Team will have had the opportunity to review the information sharing practices with a representative from that agency. III. DEPARTMENTS WITHOUT IMPLEMENTATION PLANS The following agencies have not submitted implementation plans: A. CONTRA COSTA COUNTY MEDICAL SERVICES Present plans have been discussed with representatives from ` Contra Costa County Mental Health and Medical Services. There are numerous questions regarding the present practices which need to be clarified. Some of them include: (1) what procedures are used to confirm who is making a request by phone; (2) what are the procedures for handling records in alcohol Detox out-patient facilities, and (3) in Methodone programs. -6- x , } a=k,}^J"^• tC vhr4;ait"_l� Com' I I e_,r There is considerable concern about how and when the blanket ' release of information form is used. It was not known if there was ' a policy regulation for its use. A more specific release form is needed to prevent the implication that a person "has been receiving ' mental health treatment" because of the rejection of the general request for release of information. The rational behind the mutual sharing of Medical Services and Mental Health records with the Health Department with no burden of proof as to why the information is needed should be set forth. ' There is a grave breach in the client's rights to confidentiality caused by a present practice that "the appointment desk may give out information as to whether or not a client did or did not make a clinic visit. ' The Monitoring Team recommends that at such time when a plan ' is submitted, it will reflect an attempt to resolve these questions and concerns. ' B. SOCIAL SERVICES Several major questions and concerns were raised with regard ' to the accuracy and consistency of the Information Exchange material ' from the Social Service Department. It appears that many factors prevent the Feasibility Team from developing a clear and specific ' statement of the Social Service Departments policies and practices. These include: (1) the vague laws; (2) the absence of written depart- ment policy; and (3) the reorganization, size and variations in functions ' and locations of staff. ' -7- 1 aS"1�"t .,r .....-'.i n a#•� t,...y ., r.a'I' �"fic�'L! �sk4.v..S1. _. 44.,..k .f..i _r- .!{.I.Sc�,' ..1+.4a'.G kts..:r... .. rX Pt i. _v. ;�ca.t-s.... .i�`av�H: .[...5 ..4 ..,te.{'. .{... F_ In our interview with the Social Service Department representa- tive, the previously submitted material was withdrawn from consideration when it appeared that no refinement of it was possible without the _ Social Service Department's actions to define its own policies and con- trol its practices. In its place a preliminary statement will be sub- mitted which will state who in the Department is responsible for the confidentiality of its records, a copy of the legal references that govern the Department's confidentiality, and a commitment by the Department to clarify and define its policies and practices before these are exchanged in accordance with' the Substance Abuse recommenda- tion and intent. The commitment by the Department will first require administrative approval. Contingent upon the administrative approval of the Social Service Department statement, the Joint Monitoring Team recommends that the Commission approve of the actions by the Social Service Depart- ment and continue the Feasibility Team and Monitoring Team operations so that the progress and product of the Feasibility Team be resubmitted as refinements are made. We feel that the honest acknowledgement of a deficiency and committment to correct it is a positive and constructive step toward the improvement of services to clients and the integrity of the department. C. RICHMOND UNIFIED SCHOOL DISTRICT The present practices for information exchange have been reviewed with a representative of the agency. However, further study of the State Education Code is necessary to clarify some of the ques- tions raised with respect to who may receive information from the -8- agency; the kind of information that is shared; and what the parent's and student's rights are. The Monitoring Team recommends that time be allowed for • further study of these issues before consideration is given to any implementation plan which is submitted. IV. CONCLUSION The Joint Monitoring Team acknowledges the hard work of the Feasibility Team and its individual members on this most difficult and ' complex task of outlining the confidentiality policies and practices of their agencies. We have observed that the agencies vary greatly in the development of clear and specific policies and their implemen- tation and training for consistent practices which protect the con- fidentiality of the client/patient. We feel that the work of the Feasibility Team members and the monitoring process have contributed significantly to the development ' of a systematic basis for the exchange of client/patient information among agencies that will be more efficient for the agencies involved and, at the same time, insure the confidentiality of .the information being exchanged. Both of these objectives will facilitate the inte- gration and coordination of services for the ultimate goal of improving services to the client/patient. This report to the Commission represents the current status of our monitoring responsibilities. We recommend that it be adopted as a status report with a committment to support our continuing efforts to work with the Feasibility Team to refine the Information Exchange materials. -9- MW vv I vi cOlitra Costa fo::ulv Depar•tr:et►t APPENDIX #7 Person Interviewed ~ i• What are the major objectives of the department? 2• What major service areas are encompassed? ' 3• What administrative jurisdiction docs the departmant operate urzderl t 4• What is the level of funding for the department th (a) Sources of the funds? is fiscal year? (b) Restrictions on the use of these funds? (c) Adequacy of these funds? 5• Level of staffing? 9 (a) Restrictions on flexible use of professional s • (b) What are commonly acceptedtaff? staff standards? Do you meet them? (c) Procedure for setting program priorities and ' 6• Specific services staffing accordingly? .provided? (a) Adequacy based on consumer needs? (b) Accessibility to clients? (c) Overlapping and gaps? 7• Community participation? (a) P.blicY'makin9 • (b) Confidentiality (c) Client grievances 8• Proposed legislative changes for service enhance (a) Federal meet? (b) State 9• Levels of regulatory obstacles? (e) Federal (b) State (c) local (county, city, special districts) ' )0. Central information system? (a) Usefulness (b) Kind of input and expected output? (c) - Concerns ;? (d) Suggestions for consume r..participation? . : (e) Mature.of comm unity participation? - r II I.5 1 A4 t 1 /i.. "+14 '4.� t .? rkl Ilr tG� P M 1 4 + ( tY S t /✓ y} �i •A�s�,:+ar`zz�w a„ x,yr�+".�,i''3 k....,,ti ,3Q.. r �#3,.>�;�4r � ..1wsnr ..s r,.;c,r',��'Fd.,�, 1.wFk+x_..•?< _i .��,.,�- r „'t '� .z a;,•�'t. � �. , '�,w�.5 �i'.i;'�'��Pn Get,,�r'" y � 'rs^5 ,� i' � t�,':�t�q«.� ,x`�.�.•(X,`l�r ��;f;�t� r.3' a�s)'�•�, j+t;,1�tyt���, r #u,ry,,, `.%�'.''� �`' '`�".'�5"� �"ia.e4A, �}''�t�;�i.fir-.3.:S.t b } In the Board of Supervisors of Contra Costa County, State of California March 25 19 In the Matter of Authorizing Submission of Contra Costa County Allied Services Project Case Study to National Association of Counties. Mr. Robert E. Jornlin, Director, Human Resources Agency, having this day appeared before the Board and advised that the National Association of Counties has invited Contra Costa County to submit a case study of its Allied Services Project for consideration of a NACo Achievement Award; NOW, THEREFORE, on motion of Supervisor E. A. Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that Mr. Jornlin is hereby AUTHORIZED to submit aforesaid case study to the National Association of Counties. The foregoing order was passed by the following vote: AYES: Supervisors J. P. Kenny, A. M. Dias, W. N. Boggess, E. A. Linscheid, J. E. Moriarty. NOES: None. ABSENT: None. { I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seat of the Board of cc: Director, Human Resources Supervisors Agency affixed this 25th day Of March 11974 Allied Services Project Director JAMES R. OLSSON, County Clerk County AdministratorBy op K`,�,,," Deputy Clerk L. Kincaid f:y a; H 24 5/73^-15M t »r. x April 2, 1974 Mr. Bernard F. Hillenbrand Zceoutive Director National Association Of Counties 1735 New York Avenue, :N. W. t Washington, D C. 20406 Dear Mr. Hillenbrand 6' On behalf of ,the Conbra Costa ,County Board of Sups`rvisors, X risk. to sxtead our' bhanke U the .National Absooletioa o! Couabies Research :Foundauion/Ails. d- Services til'ee�a for abeir ,pisit sad .sub`soquent report ob.the. status of Oontrw' Costa :Coupbl" 1n relation.:.00 survLaoa lategrabi,on. Wr Pound the report -to be o! .•great:interest 'end ass, stagoe o as in 'soviag toward services. intsgrabion. Ws' heartily upporb ;-NACo.I s..off brte io this ares:'and Would hope : dor oontimod� efrort 'oa tbs -part of NACo in supporting..and providing inPorwatiot,"A aling withservices -integrati.oa. �tipasr�ly. Janos Moriarty Cba rMan k { -y � �*,IDf ... t:, _� ,.txti {..ts'}'mti Z,.t°Y � � }lr .t ,t':• � ..a e a - 4 _,�� x # n g�, �' c�:3. x tet.:-^sxw d-.i •k•t A t :5 �'77; <}:' v'skh is r r*...>,." �, ✓•� �. �`e. .71:4 i�•t moi. y .' �.d'£-.-j„y�fi�,. � '�' x,'. l` �i}. F+.usx. �gt: {,KR k+�P iit��i{-`C w._".Yf"�',tyii�xke,?�y.y�„� '' "''•* "�,t .r,a .., 4 e ryyr' �a`r " `^:$ TSt, ;. R0i1.' ''�t#" `#{ . _ '. q xa k''e In the Board of Supervisors of Contra Costa County, State of California March 25 1gtom.. In the Matter of Allied Services Project in Contra Costa County. J I . Mr. R. E. Jornlin, Director, Human Resources Agency, having presented to the Board this day a memorandum dated March 25, 1974 with respect to the visit of the National Association of Counties Research Foundation/Allied Services Team and subsequent report on the status of Contra Costa County in relation to services integration; and Mr. Jornlin having requested that the Chairman, on behalf of the Board, be authorized to send a letter to Mr. Bernard Hillenbrand, Executive Director, National Association of Counties, extending appreciation for their efforts in .the area of services integration; and It having been noted that the Board had received a copy of "Human Services Integration at the Community Level: A Six County Report" from said Association; and On motion of Supervisor E. A. Linscheid, seconded by Super- visor W. N. Boggess, IT IS BY THE BOARD ORDERED that receipt of aforesaid memorandum and report are ACKNOWLEDGED, and the request of Mr. Jornlin is APPROVED. The foregoing order was passed by the following vote: - AYES: Supervisors J. P. Kenny, A. M. Dias, W. N. Boggess, E. A. Linscheid, J. E. Moriarty. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc : Director, Human Resources Witness my hand and the Seal of the Board of Agency Supervisors Allied Services affixed this_21ith day of March , 1974 County AdministPatorJAMES R. OLSUBy-� /1 • Deputy Clerk Charleen K. Travers a H 24 5/73—ISM ---t7,1. ,7 .:V41L4VJ Sgen y yw�r.w.a..,,,�..w.arrr.r.wr.�we..�..r.. rww�wa�w�•wrr.�rr.www.r i■ .r•w ariw..aew�+s. CONTRA COSTA COUNTY Dat : ;':t, t~h 25, 1974 _ 20 TjOARD OF .SUPERVISORS RECEIVED D IAA 1974 Fz'Oiil R. D. Jor lin DirectorMQR J. R. OtSSON CLERK BOARD O,'• SUPERVISOM Subs NACo REPORT ON CONTRA COSTA COUNTY CON COT CO. A; the Board will recall, the National Association of Counties Research Foundation -- Allied Services Project team visited Contra Costa County last March 19 through 23, 1973, as part of a six-county study centering around the development of a composite picture of each county and its status in relation to implementation of Allied Se;vices program integra- tion. During their visit, the NACo Allied Services team met with and interviewed 35 persons, including representatives from the Board of Super- visors, the Human Resources Agency, HEW -- regional office, the State Intergovernmental Relations Office, the Richmond Police Department, the Richmond Model Cities Program, the County Probation Department, and several private services agencies. Attached you will find a copy*of their report on Contra Costa County, as vc.:l as their overall conclusions and recommendations. The entire six- county report has been given to the County Administrator and is available should the Board want to review the entire study. The report includes a description of the general characteristics and governmental structure in Contra Costa County and findings and recommendations. To highlight for the Board, their findings are as follows: (1) Status of Services Integration in Contra Costa County. w Contra Costa County has maintained close working relationships between its agencies and other public and private human services providers serving County residents. The County has pioneered services integration at the local level and can serve as a model for other counties' integration of human services delivery systems. (2) Intergovernmental Relations. Contra Costa County experiences good-relations with the cities in the County. Members of the Board of Super- visors, several of whom are former members of city councils, meet regularly with the suburban mayors. The County Administrator, J. P. MaBrien, meets monthly with the County Association of City Managers. Intergovernmental contracts exist between the cities and .the County and serve to strengthen these relationships. The team was impressed with the cooperative attitudes between the city service providers and County human services agencies. A eam members never encountered the city-county hostility found in many arGns in the country. Mutual respect and cooperation prevail. Territorial co,i licts among the levels of government are at a minimum, due primarily to Caiixornia's mechanism for human services delivery, which gives a clear hzndate to the county for the administration and provision of major social and health services. Considerable program innovation can be credited to BOARD OF SUPERVISORS - 2 ,March. 25 t 19.74 this clear definition of responsibility. it also eliminates the friction that frequently surrounds county-state relationships regarding services delivery. 3. County and Private Sector Interaction.. The main interaction between the County and the private sector is through purchase and service contracts. These contracts involve both County and private financing, including the Unified Bay Area Crusade (UBAC) funds used to manage federal social service monies. The involvement of the County in the formation of the Contra Costa Coordinating Council demonstrates an early recognition of its role as a leader in services integration. 4. Data Collection Capabilities. The computer center facilities seem to be efficiently used but are small for a county of Contra Costa's geographic size and population. Costing and evaluation services provided by the department are excellent. No project is placed on the computer un- less it has been thoroughly thought out and its cost estimated., The team identified the need for a computer facility for the Human Resources Agency that could respond to the needs of human service providers. However, they .indicated that without adequate funding the County would be unable to install such a system, and local integration efforts would be stymied. 5. Barriers and Bridges to Services Integration. While barriers to services integration exist in most areas of the country, the degree is relative. In Contra Costa County the problems are manageable and can be overcome with improved communications and concentrated effort. Since the Board of Supervisors is elected from a broad representative base and has major responsibility under California law for public services delivery, the County maintains good governmental authority. Having received the Board's ` endorsement, HRA is in a good position to design an areawide allied services plan. A major bridge to the success of services integration is embodied in Contra Costa's Allied Services Project, which includes the staff and other resources available to focus on program planning and other implementations. Although additional financial resources will be necessary to achieve services integration, particularly for data collection and systems analysis, the IMCORF team concluded that allied services will be implemented in Contra Costa with comparatively little difficulty. 6. Recommendations. It was the unanimous recommendation of the NACORF team that the County of Contra Costa, through its Human Resources Agency, be designated the local prime sponsor under the Allied Services Act. REJ:ask - Attachment: NACo report on Contra Costa County .; -. ' i a Q F}' i „{; i•tx Fl; d-n.g''r5,q�4 Ali t r. •. ;,- :., $ r.,.;.:a.... ,tt:S'-=J: Y.i,z!�t�i�F.r tSi'.i*" L !''t5"':'«th`.0 3':ki P'., `s`Srf.� x„A' Z human services integration at the community � . level: a six county report AL TEMPLETON PROJECT DIRECTOR JUDY BARRY EDITOR NANCY JO MERRILL SECRETARY t a. NOVEMBER, 1973 THE THE NATIONAL.ASSOCIATION OF'COUNTIES RESEARCH FOUNDATION ' 1735 New `,York Avenue N. Washington; D,C. 2000G 202.785.9577 } 3 � �S,�� a _tiY�y6;�r a ,•.,;*'o- t z}o-u ;�`2..twi i�.�ti rt 4 �. ' �:i'.� � ;� r `t't.:' Fh ,.}•. } t' t'' ,��s } a�, t tt� ,- 3G�"`t 5'�.i�} r ,� .;. y� :3,.'�,. .,... x � •`. i�.1�7.'+ �ra�t�''a�:.�{..: ^ 3 s^'�'�" t ;`-`i '�-t Zt.:e; L'�. t.,y� t ,:..tc� Tt;3gf5 A p w ,, r �}•a r -a� Lt;i 1. .;7 t`,a a- ';t'��' ..ry w M4ik`�, � •��','.' '` �'^� ;� k;":'s' �3 5 �i'fi�x�t �,'{" �"'L.�#,��'��;� �`.'�`T�a��.+�ia{.4�y'���`� ��" g'-�Y� ��`��.", n h -72- -~ V. CONTRA COSTA COUITTY, CALIFOMTIA A. THE COUNTY: GENERAL CHARACTERISTICS AND GOVERIPIENTAL STRUCTURE B. SELECTION AS A PROJECT SITE C. MAJOR HUMAN SERVICES AGENCIES 1. Human Resources Agency a. Health Services Department b. Medical Services Department C. Social Services Department d. Rodeo Community Services Center 2. Federally Funded Programs. a. Allied Services Project b. Office of Economic Opportunity c. Richmond Model Cities 3. Private Service Providers D. NACORF TEAM VISIT 1. Pre-site Visit 2. Participants and Schedule 3.' Technical Assistance • E. FINDINGS . 1. Status of Services Integration in Contra Costa County a. Human Resources Agency b. Multi-Service Center c. Allied Services Project 2. intergovernmental Relations a. County-City b. County-State c. County-Regional d. County-Federal 3. County and Private Sector Interaction _ 4. Data Collection Capabilities 5. Barriers and Bridges to Services Integration F. RECOW4ENDATIONS 1, Prime Sponsor 2. Recommended Changes in the County to Implement Allied Services Integration 3. Alternative Prime Sponsors 4. Service Providers and Integrated Planning 5. Technical Assistance Suggested Amendments to the Allied Services Act G. REFERENCES w 'A r, a�r>• � ..k'"nt..%z`+''?f ^t3� .H3am: . -73- j A. THE COUNTY: GENERAL CHARACTERISTICS AND GOVERIPMENTAL STRUCTURE Although Contra Costa County is one of the smallest of California's. i 58 counties in land area, it ranks ninth in population. The county's 805.9 square miles---732.6 land, 73.3 water--has a population of approxi- mately 594,800. It is part of a multi-county Standard Metropolitan Statistical Area (SMSA), which includes the northern California counties of Alameda, Contra Costa, Marin, San Francisco and San Mateo. Originally, Contra Costa was an agricultural and shipping center serving the San Francisco Bay Area. Since World War II, the county has become heavily industrial. Major plants produce gasoline and petroleum products, chemicals, steel, building materials, pulp and paper, electronics, scientific instruments, sugar and food products. The commercial, industrial and utility properties account for about one-half of the county's assessed valuation of more than two billion dollars. ,Of the 469,760 acres in the county, approximately 309,339 are still farm land. However, the impact of population growth_, totaling nearly 150,000 during the past ten years has resulted in some development of farm land for housing. Although the rate of growth has tapered off during the past two to - three years, the advent of metropolitan transit with the completion of the Bay Area Rapid Transit (BART) system is expected to result in a surge in immigration to the central and western sections of the county during the coming years. Currently, approximately 70,000 residents commute to jobs outside the county. Contra Costa County includes the incorporated cities of Concord, Richmond, Martinez, Antioch, Pittsburgh, El Cerrito, Walnut Creek, Lafayette, Brentwood, Clayton, San Pablo, Pinole, Pleasant Hill and Hercules. Major unincoporated areas are Orinda, Moraga, Rheem, Crockett, Rodeo, Port Costa, El Sobrante, Danville, Alamo, San Ramon, Oakley, Knightsen and Byron. The largest jurisdictions in the county are Concord (85,000) and Richmond (79,000); the smallest is Hercules with a total population of 252. Of the total population in the county, 9 percent are Spanish-speaking Americans and 7 percent are black. Richmond has a black population of 40 percent. Contra Costa ranks fourth in California in the level of per household income with an average annual income of $12,423 per family. From the approximately 168,000 households in the county, 6.2 percent are families with incomes below the poverty level. The highest concentrations of poverty income families are in the cities of Richmond, Pittsburgh and San Pablo, and the unincorporated community of Rodeo. Poverty levels are determined on a sliding scale of income according to the number of persons in a family. The non-farm poverty index scale places a family of four below the poverty level if total income is less than $4,300 annually; for a family of six the annual income level is $5,700.* * The Office of Economic Opportunity. Poverty Income Guidelines, June 20, 1973. �3�5tws� _74- As defined by California law Contra Costa is a general law county, which follows state laws in establishing an administrative structure within the county. The county is governed by a five-member Board of Supervisors elected on a district basis for four-year terms. The board exercises legislative and executive authority over the operation of some 30 county departments. Most executive duties are performed by the county administrator who is appointed by and serves at the pleasure of the board. B. SELECTION AS A PROJECT SITE Contra Costa County is representative of several characteristics common to county governments across the country. It was chosen, along with five other pilot sites, for the NACORF/Allied Services Project to provide as com- prehensive a picture as possible of the types of service delivery and levels of services integration found in the nation's counties. The criteria are discussed in detail in the Site Selection segment of Chapter III. With a population of approximately one-half million people, Contra Costa is typical of many counties in the western part of the United States. It includes a large center city, Richmond, experiencing many of the problems of depressed urban centers; it is a suburban "bedroom" community for the large metropolitan areas of San Francisco and Oakland; and its land is predominantly rural. The county is governed by an elected board and #n appointed administrator. It has been progressive in its efforts toward services integration by establish- ing a Human ResouVces Agency, and multi-service centers providing comprehensive human services to clients. Contra Costa is charged with the provision of a wide range of services including welfare, health and mental health, and is planning a data collection system. Since Contra Costa is the recipient of a Department of Health, Education and Welfare (HEW) allied services demonstration grant, the resources and staff to concentrate on services integration are available for an extended period of time. The City of Richmond is also a pilot site for the National League of Cities/United States Conference of Mayors' Allied Services Project, pro- viding another perspective on the same substate area. These were major factors in the pilot selection process. C. MAJOR HUMAN SERVICES AGENCIES AND PROGRAMS 1. HUMAN RESOURCES AGENCY Contra Costa County is directly responsible for providing most human services in the county. Services are administered by several departments within the county Human Resources Agency. This "super" agency was formed in November, 1971, in response to a report submitted by the County Adminis- trator, J. P. McBrien, to the County Board of Supervisors concerning the consolidation of the county's social programs. The report noted that the work of the social service, medical service and health departments increasingly interrelated, and recognized that health and medical card had become an integral part of social services. It recommended the three departments be -75- consolidated into one body. The resulting Human Resources Agency (HRA) became the single administrative authority for social, health and medical services. The new agency also provided an organizational framework suited for further implementation of the neighborhood center approach to delivery of comprehensive social services. Its goal is a totally integrated social services program for the county. The Human Resources Agency, under the direction of former County Welfare Director Robert E. Jornlin, has three major service departments. a, The Health Services Department, directed by Dr. Glen W. Kent, provides the following services from offices in Martinez, Pleasant Hill, Pittsburgh and Richmond: alcoholism information and rehabilitation; community health services--dental health, health education, mental health, public health/ nutrition and vaccination programs; environmental health service--environmental sanitation, industrial hygiene, and rodent control programs; home health services--home health and public health social work programs; medical care services to crippled children and medical care consultation; and public health medical services programs in communicable and venereal disease control, mater- nal and child health, and tuberculosis. b. The Medical Services Department, directed by Dr. George Degnan, is responsible foi the county hospital;. the county mental health clinic; community mental health services; the county medical social service unit; two multi-purpose medical centers in Concord and Richmond serving as general purpose clinics, and three outpatient clinics in the cities of Brentwood, Pittsburgh and Richmond. • c. The Social Servites Department, directed by Claude van Harter, operates offices in Martinez, Pittsburgh, Pleasant Hill, Richmond, San Pablo and Rodeo. - These offices administer the following programs: dependent children and senior citizens' services, vocational assistance, adoption and foster home services, food stamps, public assistance intake and referral counseling. Programs provided by the three departments are coordinated through the Program Affairs Division of HRA. The division also provides a program planning staff to assist the individual departments in planning, and in coordinating these efforts for implementation by the parent agency. HRA's Management Affairs Division provides and coordinates personnel, financial and management systems services. d. Rodeo Community Services Center, a multi-service community center in the �unincorporated area of Rodeo,has been operating since 1966 when the Contra Costa Board of Supervisors unanimously approved its establishment. The Rodeo Community Service Center is sponsored by several county agencies which provide a wide range of services in public health, social and medical services, and probation to a small, well-defined geographical area. The center is administered under the aegis of the Human Resources Agency. Rodeo, population 5300, was chosen as the center's site because it is a geographically isolated community with a wide range of economic groups. The center is designed to serve the total community rather than a target group. Its services are integrated, giving counselors overall responsibilty for case coordination. The center operates under the premise that the staff -76- should view the clients' needs comprehensively, rather than addressing each problem area separately. As a result, staff members are less protective of program prerogatives and increasingly concerned with maximum service delivery. Continual financing is provided by HRA, through participating departments' budgets, thus eliminating dependency on special project funds•. Originally an experiment In creating a more effective model for delivery of interagency ser- vices, the center was developed to evaluate its potential application through- out the county. Since this potential has been realized similar centers have been established; two are serving the rural areas of the county and another is located in Richmond. The Rodeo Center currently provides services in family counseling, child care, immunization, voter registration, recreation, summer jobs, drug abuse, senior citizen activities, day care, adult and juvenile probation, volunteer work, alcoholism, youth activities, manpower, vocational counseling and referrals, social security, mental health, public health, health education, family planning, public assistance, emergency services and transportation. It also has established liaison with many community organizations including churches, service clubs, the school district, the Contra Costa Housing Authority, Bayo Vista Tenants' Council, California Highway Patrol, the County Sheriff's Department, St. Vincent de Paul, Salvation Army, Read Start Day Care Council, Chamber of Commerce, OEO Area Council, Senior Citizens Council, drug programs, Alcoholics Anonymous, In-school Neighborhood Youth Corps and the Rodeo-Crockett Youth Group. 2. FEDERALLY FUNDED SERVICES PROGRAMS a. Allied Services Project. One task of Contra Costa County's allied services grant from HEW involves designing an initial test of the Allied Services Act of 1972, assuming. the county would be prime sponsor. A primary objective is to create access, linkage and follow-through mechanisms which would co- ordinate the separate public and private agencies providing human services in the county. Specific service problems in the community could then receive • the concentrated and coordinated attention of many agencies and services providers. The project includes an analysis of six census tracts in Richmond. This central city area contains the Richmond Model Neighborhood program-- the city's poorest section with a median income of $6930, compared with 4 median income of $10,360 for the entire city. Of the area's 26,937 residents, 76 percent are black and 9 percent are Spanish-speaking Americans. Unemployment in the area is approximately 12.7 percent. The Allied Services Project has formed two steering committees, the Allied Services Board and the Allied Services Commission. Representatives from the major services providers in the county serve on the board. They include the county administrator, human resources director, medical services director, social services director, county health officer, county probation officer, Richmond city manager, chief of the Richmond Police Department, superintendent of the Richmond United School District, director of the Richmond Model Cities Program, and the Allied Services Project director. The board has no set membership units; additional members will be added if 77- necessary as the project develops. The board provides authority for the project as well as staff and other resources. It approves the goals and objectives, is responsible for follow-through and for explaining the project to the community, other agencies and governing bodies. Finally, it is charged with review and approval of the project's final planning proposal with the concurrence of the Allied Services Commission. Individuals from the private sector serve on the Allied Services Commission. Commission members are familiar with the project area and often represent low-income or minority groups, community based or civic organiza- tions, or special consumer interests. The commissioners participate in the project's planning and operational activites, review and approve project material, and serve as liaison with all segments of the community. Task forces will be formed to deal with specific problem areas. The project also has formed an Allied Services Planning Group as a consultant body to perform special assignments. Members of this group are administrators and planners from each of the affiliated agencies and organi- zations, and others whose expertise is required. The original planning structure and organizational document may be found in the reference section of the chapter.' b. Office of Economic Opportunity. The Contra Costa Office of Economic Opportunity serves as the only community action agency (CAA) in the county. Currently funded by the federal Office of Economic Opportunity (OEO) , the CAA is seeking local funding sources including support by the county govern- ment. This agency has been endorsed by all cities in the county and provides programs in manpower, head start, and assistance to Spanish-speaking people on a county-wide basis. C. Richmond Model Cities. The local service provider for Richmond is the Richmond Model Cities Project funded by the Department of Housing and Urban s Development (HUD) . In operation for five years, the project is considered one of the best in the country. Programs include health and child care, mental retardation, outreach, home demonstration, drug abuse and services for the elderly. The Pittsburgh Model Cities Project also provides a wide • range of programs including a county funded child care development project. 3, PRIVATE SERVICE PROVIDERS Several private agencies provide human services in the county. These include the Contra Costa Association for the Mentally Retarded--rehabilitation programs; the Comprehensive Health Planning Association of Contra Costa County--public health service programs; and the United Bay Area Crusade-- basically a San Fransisco and Oakland group offering limited services. Local volunteer agencies provide programs in transportation, family meal services, foster care, child care, and similar activities. The state provides vocational rehabilitation in the county through its Department of Rehabilitation. The Contra Costa County Coordinating Council was established late in 1972, as a coalition of private human service providers in the county. Currently approximately 30 agencies participate in the council, supported by the United -78- Bay Area Crusade, the Human 'Resources Agency, OEO, and the local model cities projects. These organizations participate in the council but have no vote. The coordinating council currently is working with other groups on a revenue- sharing proposal for consideration by the county Board of Super-visors. D. NACORF TEAM VISIT 1. PRE-SITE VISIT Prior to the actual team site-visit,flACORF Allied Services Director, Al Templeton visited the county on February 22-23, 1973, to explain NACORF's project and to establish a schedule fur the three day site visit. Mr. Templeton met with J. P. Kenny and J. E. Moriarty, members of the Board of Supervisors and its Human Services Committee; J. P. McBrien, County Adminis- trator; Judy Ann Miller, director of the Allied Services Project; George Feiler, allied services staff; Warrington Stokes, chief of Social Program Planning and Development for the Human Resources Agency; and Robert Jornlin. Ile explained the proposed Allied Services Act, the role of HEW, and the se- lection of pilots for the NACORF project. County officials and staff were enthusiastic about the allied lied services concept and the proposed act. The team found the county representatives well informed about services integration. An interview schedule was established for the team members that included people from a wide range of disciplines and agencies involved in local human services planning and delivery. A list of county leaders with whom team members met may be found in the reference section of this chapter.2 2. PARTICIPANTS AND SCHEDULE The NACORF/Alried Services Project team visiting Contra Costa County March 19-23, 1973, included three allied services specialists and two members of the NACORF staff. Al Templeton led the team of: Joseph McGavick, director of the Department of Budget and Program Planning of King County, Washington--county management specialist; Frank Panarisi, administrator of the Human Resources Agency for San Diego County, California-- county human resources specialist; Dr. Fred Lundberg, director, Institute for Urban Information Systems, University of Cincinnati--information systems specialist; and Mary Gooch, NACORF project research associate. Robert E. Jornlin, director of the Human Resources Agency, and Judy Ann Miller, director of the Contra Costa County Allied Services Project were the team's hosts. The three day site-visit began Tuesday evening March 20th, with a meeting attended by the team members, Mr. Jornlin, Mrs. Miller and Don Crawford, program affairs assistant, HRA. Interview schedules were reviewed and amended and the objectives of NACORFs study were discussed. County representatives acquainted team members with the nuances of the county's -79- operation and the prevailing attitudes. At the introductory meeting on Wednesday the project 's objectives were explained to some 35 persons, including representatives from the Board of Supervisors; the Human Resources Agency; HEW-- regional office; the state Intergovernmental Relations Office; the Richmond Police Department; the Richmond Model Cities Program; the County Probation Department; and several private service agencies. The team then separated for two days of individual and group interviews. * The site-visit schedule is included in the reference section.3 3. TECHNICAL ASSISTANCE While on-site, the team members offered a wide range of technical advice. Alternative approaches for implementing a services integration program were suggested.' Basic considerations important in planning a data collection system were outlined by Dr. Lundberg. Mr. McGavick and Mr. Panarisi shared their personal experiences in county services integration with staff from several Contra Costa agencies. Mr. Templeton explained the proposed Allied Services Act, its program implications and its potential impact on local governments. For a more detailed discussion see Chapter IX. E. FINDINGS 11 STATUS OF SERVICES INTEGRATION IN CONTRA COSTA COUNTY Contra Costa County has maintained close working relationships between its 'agencies and other public and private human services providers serving county residents, The county has pioneered services integration at the local level and could serve as a model for other counties' integration Pf human services delivery systems. The county initiated its services integration in 1965, when the county health and welfare agencies began developing methods of delivering a compre- hensive range of human services. This initial effort resulted in the establishment of the Rodeo Community Service Center in 1966, and has led to a continuing commitment by the county government to design an integrated services delivery system. Over the years, the county has employed several methods to coordinate and integrate the services of all providers. This includes service contracts, planning programs jointly funded by separate agencies, and the establishment of community groups to increase citizen participation in the planning and implementation of service programs. The county supports the housing authority's expanded leased housing program by providing contracts for day care, home nurse services and some other social service needs, it has arranged social service contracts with school districts for head start, Neighborhood Youth Corps, vocational training and day care. By contractual arrangement with the Martinez Unified School District, the county has provided joint funding, enabling the district to employ a social worker to assist school age youngsters whose families are , receiving public assistance. At 1 -80- • a. Human Resources Agency. The recent formation of HRA to administer all of the county's human services programs is indicative of the commitment to services integration. All county administered services are under the budgetary control of the Board of Supervisors and the county administrator. The Human Resources Agency is the sole administrator of all public health service's, inpatient and outpatient medical care, mental health services, social services and public assistance. Responsibilities, therefore, are defined clearly. This structure provides an ideal climate for the coordination and integra- tion of human services programs. Although the concept of allied services is generally accepted in the county, the Human Resources Agency has encountered strong resistance by some county agencies brought under its control. These territorial considerations are the only major inhibiting factors to operational success of services integration. Those interviewed indicated that this problem can be overcome with the continued development of strong county relations by the HRA director. Mr. Jornlin, respected thoughout 'the community, is associated with the concept of integrated delivery systems for human sys- tems for human services and has been active in establishing communications with other service providers. It is reasonable to conclude that territorial problems will be resolved. The Human Relations Agency is also establishing a communications net- work within the county government, with the support of all service-providing departments. I b. Multi-Service Centers. The Rodeo Community Service Center--the model for the county--provides services in outreach, intake, information and referral, diagnosis, case management and record-keeping to three small suburban communities. The Oakley Community Services Center and the Brentwood Community Services Center provide these services to the rural eastern part of the county. Another community service center currently serves the central city of Richmond. In each case, there are direct service linkages to units of county government, some of which are now administered jointly under the HRA including public health nursing, probation, public assistance, mental health and social services. The centers also provide offices for state .agencies offering employment and vocational rehabilitation. Voluntary agencies and community organizations also have staff located in the centers. In Rodeo, the center is used as the field office of the Social Security Administration. C. Allied Services Project. The initial task of the project was the pre- paration of a plan to address five major service problems in Richmond. t i l At the time of the site-visit, the project was not yet fully staffed although separate task forces had been formed to examine the five major problem areas. The task forces will produce a feasibility study including a plan for services. integration among the participating agencies. The NACORF team suggested a concentrated focus on project objectives and specific steps to produce visible guidelines. Several months after the site visit, the staff is making considerable progress. The revised work plan is included in the chapter's reference section-4 2. INTERGOVERNMENTAL RELATIONS a. County-City. Contra Costa County experiences good relations with the cities in the county. Members of the Board of Supervisors, several of whom are former members of city councils, meet regularly with the suburban mayors. The County Administrator, J. P. McBrien, meets monthly with the county association of city managers. Intergovernmental contracts exist between the cities and the county, and serve to strengthen the.se relationships. It was apparent during the team's interviews that the county has led in -the social service program areas. When the county formed its community action agency (OEO) , the cities endorsed the project. Recently, the cities have agreed to plan together for land use zoning, and have given the county primary responsibility--a unique intergovernmental relationship. ,.The county's involvement in purchase of servicb agreements with the City of Richmond% through the Richmond Model Cities Project, entails joint planning, joint funding and shared administration of a health care outreach project; a child care development project; a home demonstration project; a community drug council; and a project for planning services for the elderly. The director of the Richmond Model Cities Project also serves on the board of the Allied Services Project. Agreements are in effect between the county and the City of Pittsburgh to purchase services through the Pittsburgh Model Cities Project, involving shared planning and joint funding of a child care development project. The Department of Social Services cooperates with a juvenile diversion program initiated by the Richmond Police Department. Two protective service workers of the Human Resources Agency work with the police to find alterna- tives .for young people outside the criminal justice system. Richmond pays the highest police salaries in California and has several LEAA training programs designed to sensitize officers who confront adult and youth cirsis situations. It supports HRA's foster care program and the oil Allied Services Project; the department's chief serves on the Advisory Board of the Allied Services Project. The team was impressed with the cooperative attitude between the city service providers and the county Human Resources Agency. Team members -82- never encountered the city-county hostility found in many areas in the country, mutual respect and cooperation prevail. Since territorial conflicts among the levels of government are at a minimum, the climate is excellent for services integration between units of general purpose government. This largely is attributable to California's {-- mechanism for human services delivery. Counties are charged with the admin- istration and provision of major social and health services. Giving a specific mandate to one level of government increases its ability to act effectively. Considerable program innovation can be credited to this clear definition of responsibility. It also eliminates the friction that frequently surrounds county--state relationships regarding services delivery. b. County-State. The county has very little involvement in state human services programs, especially in services integration. Until recently, the state had shown limited interest in allied services. However, representatives from the state Council on Intergovernmental Relations indicated to team members that the state now is taking a more favorable position on allied services. Currently the state is looking for ways to provide technical assistance to the county's human resources programs. The state services center in Richmond, originally designed to provide services in health, manpower and social services, has experienced funding cuts and its existence is threatened. The state Department of Rehabilitation, through joint agreement with the county, has stationed vocational rehabilta- tion workers in the county Department of Social Services, and in multi- services centers to serve socially and physically disabled recipients of, public assistance. c. C . The county nt h c u y se e ry s on all regional planning bodies through direct membership on each board, financial participation or provision of staff. It is involved in planning with the regional office of the Law Enforcement Assistance Administration (LEAA) , CAMPS, Bay Area Comprehensive Health Planning Association, Regional Mental Health Planning Board, Regional Development Disabilities Board and Association of Bay Area Governments (ABAG) . The Program Planning Division of the Human Resources Agency is responsible for planning for the county. Local community groups initiate planning proposals through the Contra Costa Community Council in coopera- tion with the county government. The degree of comprehensive planning in the county to date has been limited. A coordinated plan currently being designed was given impetus by Contra Costa's HEW funded pilot project. d. County-Federal. The regional office of HEW works closely with the county through the Richmond Model Cities Program and the Allied Services project. Lucy Ellison, Deputy Regional Commissioner for Social and Rehabilitation Services, met with team members and indicated a strong commitment to both programs. -83- An effective working relationship has been established between the two levels of government, given the frequent interaction between federal and county personnel, and the quality of the program staff specializing in human resources in Region IX. 3. COUNTY AND PRIVATE SECTOR INTERACTION Approximately 25 purchase-of-service contracts are in effect between the county and private voluntary agencies. These involve both county and private financing including United Bay Area Crusade (UBAC) funds, used to match federal social service monies. UBAC is the United Way fund-raising organization for the five counties in the San Francisco Bay area. It is currently planning a neighborhood service delivery system in the Oakland area which calls for the integra- tion of related human services. UBAC has one field representative who serves as a liaison with Contra Costa County. However, it focuses atten- tion primarily on San Francisco and Oakland and, to date, has had limited involvement in the county. Florence Scott, the UBAC representative for Contra Costa County, indicated UBAC's endorsement of the allied services concept, and expressed to team members her hope for the agency's increased involvement in the county's Allied Services Project. The Contra Costa Coordinating Council, representing private social service providers, was created when Title IV-A of the Social Services Act presented a potential for county sponsorship of private agencies. The county's involvement in the council's formation demonstrates an early recognition of its role as leader in services integration. 4. DATA COLLECTION CAPABILITIES Contra Costa County has not developed a centralized computer system capable of housing a data base which would allow access to the computer from remote terminals. Instead, a centralized batch-processing computer installation under the control of the county auditor serves all of the county's needs. It operates 24 hours a day, five days a week. This computer center is too small to handle the potential data processing uses in the county, but seems adequate for current applications. The county has two model 360/40 IBM computers, one owned and one leased. Each machine has 128K bytes of main memory; operating under DOS/Batch/ Multiprogramming/Release 26. An additional 128K recently was added for teleprocessing. It was unclear why the county has two machines of the same size rather than one faster unit with more storage capability available at competitive prices. The computer center facilities seem to be efficiently used, but are small for a county of Contra Costa's geographic size and population. Costing and evaluation services provided by the department are excellent. No project is placed on the computer unless it has been thoroughly thought Out and its cost tightly estimated. _84- The staff has identified several informational requirements for managing resources at the departmental level. They hope to develop data to provide improved reporting and a monthly evaluation of general resources and objectives including agencies, specific programs and barriers to program success. These barriers are defined as service needs or social problems. A proposal for a management information system at the departmental level has been forwarded to HEW, although no computer work has been done to date. The proposed system would not deal with the data from individual clients, rather, it would provide reports from the department head to the unit manager. The Department of Social Services also has identified some "future information wants," including a central client data exchange on a real time basis for proper services referral and certification of eligibility. A comprehensive directory for client referral to any service will be important to future services integration. The index would also access a register of all services facilities available to any client in the area. The only other available computer system within the county is located in the Richmond Unified School District. This computer center is a small and overloaded facility featuring an NCR Century 200 computer. The machine has a 128K memory, with four number 657 disk units at 28 million characters each. There are five tape drives (622) at 800 BPI with nine tracks. The operating system is the Century B-3,release 8, with multi•-programming. AN Operations usually run in two sections. Occasionally only one is required depending on the size of the data base and the user's program. There is one communications controller plus two teletype units. Most data processing in the center is done in emulation form with programs written in AUTOCODER from an earlier 1402 System. This modest sized center seems overwhelmed by the work and there is little likelihood it could absorb data processing from the Allied Services Project or an expanded services integration program. HRA requires a computer facility that can respond to the needs of human service providers, and currently is negotiating with a private computer company for the installation of a human resources data collection system. However, without adequate funding the county will be unable to install such d system, and local services integration efforts would be stymied. 5. BARRIERS AND BRIDGES TO SERVICES INTEGRATION While barriers to services integration exist in most areas of the country, the degree is relative. In Contra Costa the problems are manageable and can be overcome with improved communications and concentrated effort. Some private service providers fear domination by the public sector under an integrated system and the resulting loss of identity, autonomy -85- and control over their specific programs. They expressed concern that the act does not incorporate a strong requirement for citizen participation, a reservation qualifying their basic support for the proposed legislation. The organization of the Human Resources Agency represents a significant step forward in structural sophistication, commitment to advancing the policy of services integration, and to single line administrative control over public health and social service program's. In effect, HRA is the "cutting edge" in comprehensive integrated services delivery in the county. Less than full commitment to enumerating existing service delivery problems and to identifying the optimal delivery system was evidenced. This is due in part to the previous autonomy of the public agencies now consolidated within HRA and partly reflects personal concerns, such as Job tenure and status. To the NACORF team, this barrier would be eliminated in time as local leadership in human services integration emerges and sufficient federal incentives are provided for a comprehensive program. The county has the necessary staff within HRA to develop an integrated program and has shown both commitment and considerable progress in that direction. Proliferation of contractual service agreements and joint use of funds with other human services providers are further evidence of the agency's capability. The Human Resources Agency has established excellent working relationships with the public and private service agencies in the county, and clearly has assumed a leadership role in-the field of human services. Since the county has responsibility for programs there is a pronounced degree 'of uniformity and interagency communication. Since the Board of Supervisors is elected from a broad representative base and has major responsibility under California law for public services delivery, the county maintains strong governmental authority. Having received the board's endorsement, HRA is in a good position to design an area- wide allied services plan. A major bridge to the success of services integration is embodied in Contra Costa's Allied Services Project which includes the staff and other resources available to focus on program planning and implementation. Although additional financial resources will be necessary to achieve services integration, particularly for data collection and systems analysis, the NACORF team concluded that allied services will be imple- mented in Contra Costa with comparatively little difficulty. F. RECOMMENDATIONS 1. PRIME SPONSOR The NACORF/Allied Services Project team unanimously recommended that the County of Contra Costa, through its Human Resources Agency, be desig- nated the local prime sponsor under the Allied Services Act. J-W * M -86- • The county has responsibility to provide human services, and serves all major areas and cities within its boundaries. The Human Resources Agency is providing leadership in program and personnel development, toward meeting the requirements of the Allied Services Act in planning, coordination, evaluation and accountability. HRA also is coordinating the major service providers in the social service system through several contractual relationships between the county and other public and private service providers. The Allied Services Project gives specific focus to the objectives embodied in the act. 2. RECM ENDED CHANGES IN THE COUNTY TO IMPLEMENT ALLIED SERVICES INTEGRATION To-be an effective prime sponsor, the Human Resources Agency must develop a more coordinated management structure. HRA will need to focus its planning attention on problem areas and resource priorities rather than accomodating an existing agency. In addition, for example, the county should consider incorporating the County Probation Department within the Human Resources Agency, to include that functional area in the integrated services delivery system. If this is not appropriate, then a special mechanism will be needed to insure consolidated planning. The county must nurture its existing relationships with nongovern- mental services providers at all levels. Particular attention should be devoted to improved relations with the state. Although each would administer separate programs under the Allied Services Act, there will be increased state-county interaction. A sophisticated data collection l capability is essential to the success of the Contra Costa allied services approach; and the county should make preliminary plans toward the establishment of such a system. A Finally, the Board of Supervisors with HRA guidance should create a planning mechanism capable of establishing and coordinating the county's objectives for human resources integration. This mechanism should be designed to include representatives from non-governmental services pro- viders, and non-county public service agencies. 3. ALTERNATIVE PRIME SPONSORS Some local officials suggested as alternative prime sponsor the regional council of governments, or a coalition of agencies. However, the Association of Bay Area Governments (ABAG) ; currently not a strong regional body, is an unlikely candidate for the role. No coalition of agencies which could sponsor allied services presently exists. An alternative suggestion involved formation of a coalition of cities, unincorporated areas and human service providers, including the county, specifically to sponsor allied services. This innovative idea might Work well in other counties where no agency or other governmental unit is capable of managing the planned delivery of services. (ks "�`�a�iEk4'�m"s��z ,�r'+'•4"�..'21X Lr ,. -. .. .t ,.r. x,-, < , '.. -87- 4. SERVICE PROVIDERS AND INTEGRATED PLANNING A list of those agencies in the county to be included in services oil integration planning may be found in the reference section of this chapter. 5. TECHNICAL ASSISTANCE The project team recommended that NACORF staff, In cooperation with federal regional office, consult with the county on the technical aspects of their Allied Services Demonstration Project. It would be useful, as the project progresses, to. incorporate suggestions from local, state, and 11 national levels into one program to maximize resources and develop an optimal program for possible replication in other counties. This inter- governmental approach would focus on: (1) planning integrated services information systems, (2) developing management policies and procedures involving internal communications, (3) planning objectives, strategies and specific tasks to implement services integration and (4) evaluating local progress in terms of the national objectives embodied in the proposed ti AlliAd Services Act. A more detailed treatment of technical assistance may be found in Chapter IX. 6. SUGGESTED AMENDMENTS TO THE ALLIED SERVICES ACT Local service providers in Contra Costa agreed that the Allied Services Act of 1972 should be expanded to include all aspects of parti- cular program service areas. For example, the health maintenance organi- zation concept and the. National Health Insurance Program, if passed, should be included in health services integration. The county staff noted that if these major health proposals are not included, categorical programs would be superimposed on a partially integrated delivery system, defeating the act's objectives. Ideally all programs in each functional area should be planned as a package, even if implemented in stages. Funds need to be provided in the act to establish human resources staffs and planning capabilities. Although Contra Costa County has an allied services pilot grant, additional planning and start-up monies are required to insure the success of an allied services plan. The act, as it stands, requires not only planning, goal setting and management tools REM to organize a more effective service delivery, but also requires negotia- tion, cooperation and coordination with many agencies at all levels of government. In large measure the act ignores the need for resources to achieve intergovernmental cooperation. It was suggested that the act require state and HEW identification of a substate government to fulfill its objectives. This mechanism would assure local governments maximum flexibility to address their specific community needs. It would provide an opportunity, as well, for states to address problems independently in ways appropriate to their particular ra- quirements. -88- other suggestions included: 1) a requirement that conformity to an accepted allied services plan takes precedence over other state and regional plans in regard to allocation osystem be designed f resources; 2) a strong or insuring that waivers of regulations and guidelines3) priorityr available in obtaining when needed to carry out the allied serv'icnciesdnarticipating in allied = _ _ es p categorical grants be given local ag p services plan; 4) federal assistance toorlocal communities with c hied ting services plans in negotiating waivers P agencies--for instance, area-wide eligibility and licensing practices. -' Finally, general federal incentives would be important to the success of human services integration at the local level. These would include: 1) fiscal flexibility, particularly mixing funds from various categorical programs at the substate level; 2) support for uniform federal/state laws to facilitate planning, implementation and accountability; and approach 3) regulations reflecting a comprehensive rather than piecemeal to legislation. ro rams, -, The Allied Services Act, currently extending only delivers most is well suited to Contra Costa, win countiese one uwherenty gno human services of the human services. However, with the spec- .� agency exists, broader legislation dealing comgrehensadmi trum of human services pableaand-must benconsideredg those � administered by HEW--would be more adapt , i Y* i ;?."�;. raw �r�r �'"4av"�'r .�-'.. F i4 }�";�,ydt �4 a,: §i"+�5�'�?�',�i f�"„ie,y3,y:.�^,�Yt,Bn�,�z'Yei�-�#.7 i '�i Jf�� ""'`t k,.�ryM-h,3�'rrxiS�^"4•''i ;R�7r�..t",'a`^ �M I ,t� m.Yu �S?I' �s,,. �^, �;,�.,ea..; s�''•�'� .. aY{�• Q,,3�s�,.};.asza. ttt� .,Y�`�„ s.t .� �}t '� �` � ;'-170- x. -170-X. CONCLUSIONS'AND• RECOMMENDATIONS The NACORF Allied Services Research Project has a specialized focus. The objective is to describe the status of human services integration .at the county level, analyzing services integration problems and' solutions in relation to the proposed Allied Services Act of 1972. This chapter summarizes the major conclusions derived from the individual research reports of six counties' services integration activ- ities and analyzes the suitability of the proposed Allied Services Act of 1972 to services integration in these counties. The six counties expressed - , interest in participating in NACORF's Allied Services Project, and were selected for their diverse geographic, demographic, governmental and, services delivery characteristics. Section A defines terms and discusses services integration issues. Section B compares and contrasts the six counties in relation to the human k services they administer, their activities and leadership in integrating services, the effectiveness of their governmental structure, the quality t of their intergovernmental and interagency relations. It mattes specific °- M data collection recommendations. Section C examines the provisions of the allied services legislation and assesses their suitability ,to the six counties. Section D• recommends basic changes to the Department of }Health, Education and Welfare for improving the proposed act and the , . . department's services integration strategy. . A. DEFINITIONS AND OVERVIEW ti> A human service is defined in the proposed act as any assistance to an individual or family which promotes personal independence and economic self-sufficiency. The functional human service categories include public health, mental health and retardation, drug addiction and alcoholism, social services, public assistance, vocational rehabilitation, manpower, child care, youth services (delinquency prevention, correction and pro- bation) , aging, food and nutrition, housing and education. The term services integration is used broadly in this report, to -K. include any effort to improve the planning, coordination, delivery or evaluation of two or more human services. While many human service'programs are limited in authority and scope--such as one designed by a private agency to meet a specific local problem--others constitute delivery systems in their own right. They are established by federal laws as amended, require financial participation by the states, provide the states with an administrative role, and some- - times suggest administrative roles for local government and other service delivery agents. At the lowest administrative level, 'these delivery Systeme frequently include private agencies with .contracts .to serve �;, eligible recipients. 4 -171- The differences within and between these delivery systems are legion. For example, vocational rehabilitation is a division of the department of education in one state, an independent department in another, and a part of an umbrella agency providing several human services in a third. Under the original provisions of the Social Security Act, states had the choice of administering welfare services directly or delegating that role to their counties. The hierarchy for most education programs is federal to state to local school board, bypassing local government. Many remedial education programs are funded from Washington directly to the local educa- tion agency. Other complications arise in the analysis of the human services delivery system. Some federal agencies administering human services pro- grams have decentralized decision-making to their regional offices, while others have not. Some states have organized umbrella human service agencies; but most have not. Depending on the definition of client pop- ulations, a given human service could be considered a primary service in one instance and a supportive service in another. For example, mental health services can be supportive to some manpower clients, and manpower services can be supportive to some mental health clients. As might be expected a wide variety of strategies exist--some of them .conflicting--for improving the delivery of human services. One strategy suggests consolidating programs along functional lines, providing "cradle- to-grave" health care, for example. Another strategy calls for organizing comprehensively to serve special age groups, such as young children, youth and the elderly. Some strategists would start by standardizing the administrative mechanisms of all delivery systems, while others would concentrate on breaking the individual human services into their smallest components and defining service units which produce measurable results. There are many unresolved issues. Should the balance of authority for coordinating human services rest at the federal,regional, state, substate, county, city or neighborhood level? Should professional mana- gers, consumers or elected officials have the primary policy role? Should long term, comprehensive planning occur at the same administrative level as annual program planning? Can the unplanned, heterogeneous human service system be coordinated effectively by removing restraints one-by- one, or by establishing a central authority? In general, the allied services concept, as embodied in the act, would have several significant effects. ° It would redress a relative lack of state involvement in human services integration by giving the governor approval over local allied services plans. ° It would encourage governors, mayors .and elected county officials to assume new responsibility for coordinating HEW programs. ° Although state participation is voluntary, localities and private agencies initially are bound'by a negative decision on the part of the state. While. no penalties are incurred for not participating, incentives are limited. s .-172- y • It would provide ,several opportunitied to improve the human services delivery tiystem. ,. . STA'T'US OF HUMAN SERVICES INTEGRATION IN SIX COUNTIES 1. COU'tTY ADMINISTERED HUMAN SERVICES L The concept of county government frequently evokes images of court- houses, Jails and secondary roads. it is not widely recognized that most counties--including the six .participating in NACORF's Allied Services Research Project--provide significant human services as well. For example, in 22 of the 50 states, counties have direct responsibility for administering welfare and social services.* Each of the six counties collects taxes for public schools which are administered by independent boards. Five of the six administer juvenile and adult courts and probation departments; the sixth, Marion County, has a youth commission which coordinates county youth projects „ with the court system. Public welfare services are provided by county departments in three of the six counties. In the other .three, the county welfare offices are administered by the state welfare departments. All six counties raise tax monies for public health and hospitals, ur and half of them administer health programs and facilities directly. In two counties, however, the health and hospital authorities are relatively autonomous. Shelby County has the power to approve the health and hos- pital budget, while Marion County only reviews the health budget. In IL the sixth county, Blue }Earth, public health is administered by the State Of Minnesota. Mental health services -are provided by divisions of the health departments in Orange, Maricopa and Contra Costa Counties. --• Through community action agencies, three of the six counties are providing a variety of anti-poverty services, ranging from Head Start and food stamps to Job development and programs for the elderly. Marion IL County/Indianapolis has gained a similar experience by running the nation's largest Model Cities Program. The six counties have. become involved in the delivery of.miscellaneous —� human services, such as sponsoring a meals-on-wheels program for the elderly. Vocational.rehabilitation appears to be the only human service in which none of the counties directly participates. * Alabama, California, Colorado,, Georgia,..Illinois, Indiana, Iowa, Maryland, Massachusetts,.. Minnesota, Montana, Nebraska, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon; South Carolina, Virginia, Wisconsin and Wyoming. -173- 2. COUNTY ACTIVITIES AND LEADERSHIP IN HUNAN SERVICES INTEGRATION Several methods have been used in the six counties to improve human services delivery including reorganization, service decentralization and greater community involvement. In the counties studied, human services delivery was improved by a reorganization of the human services system, or by fundamental changes in the structure of the county government. Contra Costa County placed all health, social services and mental health services into a Human Resources Agency. The consolidation of Marion County/Indianapolis created seven major departments to which a human resources department will be added. By adopting a charter form of government, Orange County gave ' responsibility for its human service agencies to the elected county executive. Shelby County and Memphis have discussed the possibility of a county-wide human services department. The anti-poverty programs of the community action agencies in Contra Costa and Maricopa and the Model Cities Program in'Marion are being integrated into the permanent county structures. Decentralizing county human services and encouraging other public , and private agencies to •provide a comprehensive variety of human services at the neighborhood level has been a major goal in Contra Costa County. Marion County is pursuing this strategy with demonstration multi-purpose neighborhood centers, while Maricopa and Blue Earth Counties plan extensive decentralization. • As counties provide more human services, they encourage more response from community groups. Marion County has announced a policy of supporting x. citizen councils that would plan and evaluate public services in their neighborhoods. Contra Costa's allied services project is organizing citizen and inter-agency commissions to advise on policy questions. Shelby County has welcomed the concern and direction of the Citizens' Study Committee on Priorities in Human Services. The county commissioners of Blue Earth County have encouraged and are partially financing the Public Research Council. Composed of 36 local business leaders, the council is examining the delivery of public and private human services. Despite noteworthy attempts to integrate human services delivery, five of the six counties studied lack the financial resources and the man- power to develop an allied services plan. These are major inhibiting factors to comprehensive services integration. Only in Marion County are there currently adequate resources for implementing the Allied Services Act. In Blue Earth County, a multi-county unified services.,program is being considered in cooperation with the state. Orange and Shelby Counties have grouped human service agencies together for certain purposes, but have employed no social services planners. Maricopa County has health planners and a subcontract from the COG to plan programs for the elderly in the county, but no staff for comprehensive planning. The program -174- planning staff of Contra Costa's Human Resources Agency is working on a coordinated planning process supported by the allied services grant. Only Marion County--as a result of three years' work supported by an integrated federal planning grant--has a comprehensive design for pro- viding public services, including social services. , Despite the inability to obtain resources for comprehensive social planning, many of the six counties are advocates of intergovernmental and interagency services integration. Marion and Contra Costa Counties clearly are providing the primary leadership for improved coordination and planning. In Orange County, the leadership appears divided between the county executive and the state. In Blue Earth County, the state was the original force behind the'services integration movement. In Shelby County the official responsible for coordination provided the impetus, but the visible advocacy for better services comes from a citizen's coalition. Within the six county governments, the impetus for services inte- gration emanates from county officials and their staffs rather than from the legislatures. This may be attributable in part to a tradition of legislative acquiesence to executive recommendations on the administration of 'services. Although several county. legialatures have health and welfare com.ittees, the issues involved in services delivery and integration are not widely understood by members of the legislatures. Only in Blue Earth and Contra Costa did the team perceive that greater county involvement in services integration was a priority of the,elected legislative representatives. The climate -in four of .the counties visited is responsive to the need for human services integration, and supportive of the search for solutions. As the individual ividual findings--Section E--of each county's chapter indicate-, several activities* have been undertaken in-this regard. They include joint planning, contracting for services delivery, pilot develop- ment, coordination with substate planning bodies and state government, participation with citizens groups, restructuring of human services agencies, use of general revenue sharing funds and improved integration of services delivery programs across political, geographical and public/ private lines. Among these four positively oriented counties some problems do exist with one or more elements of. the community--state,. private/public service providers or recipients. In,,all cases they.are relatively minor diffi- culties which can be surmounted., However, in Orange County public .and.private agency representatives expressed distrust of the intent. of. the state.and HEW to form partner- GhiPs to improve services. Disruptions of local services caused by the recent changes in social service regulations issued by HEW and enforced by the state, were reasons expressed for such distrust. In Maricopa, County services integration is destined to .proceed on a regional basis. County officials believe they are subordinated inequitably to the state and outnumbered by the surrounding towns on the Council of Governments. The NACORF team concluded that-county agencies should be the prime " sponsor of allied services -in,three of the counties. In two counties, -175- consortiums should act as the prime sponsor and In the sixth a multi- county regional approach Is proposed. 3. EFFECTIVENESS OF THE COUNTY GOVERM0jT STRUCTI, The ability of a county to effect the integration of huma is Inextricably interwoven with its governmental n servicesstructure, That structure Is dependent on the amount of self-determination granby the state governments. Local self-determination, then becomested an indispensable requirement for counties X to respond creatively to problems In human ser- vices delivery. For example, Marion and Marico Counties lack home rule. The Indiana and Arizona constitutions mandate that their counties must provide certain services, impose debt ceilings or other to raise revenue limits on their ability I and require state legislation to change the organiza- tional structure of counties. In Maricopa Count I y almost half of the total county budget consists of expenditures mandated by the state--limiting its options. Compounding the problem in Marion, the public health and -public welfare authorities have independent state statutory authority to operate in the county. minatanion represents another variation on is the governmental self-deter- n continuum: it lacks home rule '8POlis into one unit Of general Purposeyet governmentconsolidated withIndian- , A second variable in determining county effectiveness is the 6tructure for human services delivery Vithin each county's basic governmental structure. For example, Contra Costa County, although without formal hOma rule, has organizational flexibility. The California statute all 4 county to structure its administrative agencies. Thus Contra Costa County has a strong, centralized human resources department all of the county's human services divisions. However, the containing combination of a strong human services agency in a county without home rule is the exception. Whether or not county governments have identified executive'respon- sibility and authority clearly also can affect human services integration. Th'a four counties in XACo", ex s study having single executives--two executives and two county managers--demonstratedelected caactto make timely decisions than the two counties with Pluralgreater execputivey s. counties in the latter category--Shelby and Blue Earth Both single executive forms Of government. --are considerik. ng INT I ERGOVERNMENTAL AND INTERAGENCY RELATIONS The fragmentation of human service programs is one proof tha tgetting two governments, or even two agencies to act in concert is difficult. Service providers complained that each administrative level adds its W -,!il, .-176- interpretation, expectations, funding stipulations and reporting re- quirements for public programs until the hopes for helping people are smothered in a tangle of red tape. Counties have working relationships with other governmental units and with private agencies on many levels, but the NACORF team found relatively few relationships were utilized to advance comprehensive planning and coordination of human services. nt -Cit J Cou Y Y . Relations between the six county governments and the major cities they surround, are marked,by the recognition that their human service " problems are mutual and solutions must be cooperative. The cities and counties have sponsored program innovations together, have contributed funds to child care and other social service programs, and have engaged In cooperative studies of such issues as centralized computer systems. Although some ill-will exists between one county and city, the cooperation between the others generally seemed to be limited by the resources mailable to them and by lingering rigidities in their governmental structure. The team noticed that the structure of corresponding city agencies has been a significant factor to counties reorganizing their human services agencies. RM County-Regional • County officials are invariably members of multi-county regional planning bodies. All six counties are members of an established council- of governments (COG), a comprehensive health planning council (CHPC) , and a cooperative area manpower planning system organization (CAMPS), with one exception--no COG exists in the Orange County, New York area. In addition, several of the counties are also members of state development districts or mental health planning commissions. The test of 'a regional planning body's effectiveness is whether Its priorities are followed by service providers. During the study only -"� one regional body was successful in establishing objectives for a human service. That was the CHPC report to Memphis hospitals for the Shelby County area designating the neighborhoods in which an increase in the tau=ber•of hospital beds should occur. The Memphis-based Comprehensive Health Planning Council is one of the oldest councils of its kind in the country and has acquired consid- ernble strength. Still, one local observor said this CHPC rarely con- sidered it worthwhile to stand in the way of local proposals for federal health funds, regardless of how they might duplicate or fragment existing torvices. In several areas, the council seems to have achieved what coordination it can effect. with its review-and-comment, authority and its study-and-report capability. W'u�Y ¢ -177- In the research counties not many COGS are venturing into the human services arena. One exception is the COG for the Shelby County area which--with the encouragement of the county--this year agreed to admin- ister a youth services system for the region, to take responsibility for a county aging project and to promote the development of a regional data system. Each of the six counties is in some specialized state-designated region, for economic development, regional planning or area manpower planning. Two of the states, Minnesota and Arizona, have plans to utilize these regional designations for the delivery of human services, in accordance with recent state laws integrating human services. V Minnesota's unique law encourages the formation of regional human service boards—including giving the boards limited taxing authority. It allows them to control how state funds are spent in the region, and requires that local officials and consumers be represented on the board. The Arizona statute consolidated eight social service agencies into a Department of Economic Security, and designated substate regions. It did not provide for local consultation or self-determination. County-State Of the six states, only Minnesota is developing a system for planning for the total range of human services. An BE14 demonstration grant is making the effort possible. Arizona recently received an allied services grant to coordinate its new social service department with its health department and to plan one-stop service centers for substate regions. The state welfare department in New York is working closely with the Orange County Welfare Department in an experimental effort to determine whether the state should absorb county welfare functions. In several counties, distrust of the capability and consistency of state government was expressed. In general, relations between county and state human services administrators are distant, even though two of the six counties are seats of their state capitals. As an exception, there is potential for a state-county partnership in human services in- tegration in Blue Earth County, Minnesota. Although there were variations on the theme, the view persists that, at a •minimum, the federal government should work directly with cities and urban counties in their role as prime sponsors. States would have primary responsibility as program sponsors for the non-urban areas. County-County The potential for cooperation and Joint agreements among neighboring counties depends on relative population size, the extent of regional planning efforts, previous cooperative experiences including those in human services delivery, and, to some extent, whether programs such as welfare are state or county administered. -178- Four of the six counties constitute the populatioh center of their regions. ` Maricopa is both a single county SMSA and a substate region. Blue Earth participates with various combinations of surrounding counties in specific service efforts--an asset to future, more comprehensive in- tegration. It is also involved in several general multi-county and substate planning districts--a liability- in developing one substate services integration plan. County-Voluntary Agencies Administrators of voluntary; non-profit human service agencies and county officials each understand the responsibilities and restraints imposed on the other. The distinction between voluntary and public agencies has blurred in recent years as non-profit human services agencies have turned to service contracts- f rom governments to provide more programs than their endowments or their share of'United Way campaigns made possible. With the exception of some board members and staff *of private agen- cies, in Shelby County, the United Way agencies in the counties visited do not seem to advocate such services integration changes as centralized data collection, performance accountability and funding by.priority.' United Way agencies do not always have uniform positions on services in- tegration issues. In some situations, the point of view of a non'-profit agency can be more accurately predicted by considering it part of a publicly administered services program. 0 However, on the related issue of government funding for human ser- vice programs, the private agencies in Shelby and Orange Counties united to petition their county governments to allocate substantial percentages of general revenue sharing funds for human services. Count -Federal The six counties view-federal regional offices as'vital to services integration in relation to both program support and transfer of program information. Services integration representatives from HEW regional offices participated in three site visits to research counties. Due to its large Model Cities Program, its integrated planning grant and other demonstration programs, MarionCounty -enjoys close relations with regional administrators of several agencies. In Contra Costa County the allied services grant and the continuity .of federal staff ,in the San Francisco region are two factors encouraging intergovernmental cooperation. C&PABILITIES 'FOR HTIAN' S' E'RVICES.DATA COLLECTION AND MANAGEMENT Five counties have computer capabilities b6yond the .record-keeping and payroll-preparation stage. The exception id'Blue Earth C*ounty; the 34141lest. of the, five, only, liarion County has significant social indi- cators on line. Althotigh- it has sevdr:al-.:large computers, more capacity is required. Orange County hds one small 'computer which is underutilized. -179- One indicator of a computer system's sophistication is whether its programmers are able to utilize available packaged programs, based on manipulation of census data. The NACORF team observed that three of the counties have this capability while two, Orange and Shelby, do not. Orange County has more information about welfare clients electron- ically processed than the other counties. As a rule, whether the welfare is administered locally by the county or by the state, only enough data is collected to process assistance checks. Some of the counties have participated in special projects relating to the collection of social data. Both Maricopa and Marion Counties have participated in NEEDS (Neighborhood Environmental Evaluation and Decision Systeml a federally funded program now phased out. Minnesota will begin implementing a Welfare Information System in Blue Earth County. Scheduled for state-wide implementation by mid-1974, the system will provide welfare client information at first. Subsequently, social ser- vice and health information will be included as well. In addition, Maricopa, Marion and Shelby Counties are sites of computer assisted health management projects. The team found that the. degree of computer -utilization lags behind the overall level of human services coordination. This lag exemplifies the incomplete nature of a county's services integration efforts in that standardization among public and private human services agencies does not exist. 0 0 Standardized computer programs must be predicated on comprehensive planning and evaluation of service delivery programs. Without a compre- hensive plan for integration of human services, application of computer technology and systems concepts is restricted. To illustrate this point, a natural component of a comprehensive computer based information system for human services would be a centralized client data exchange. The desirability of a client data exchange for public and private agencies has been discussed in several chapters. Yet in none of the six counties have the various public human service agencies cooperated with each other or with private agencies in (a) producing a comprehensive directory of services available to citizens, or (b) estab- lishing a central information and referral service. Several such efforts are in evidence among private agencies, but even these do not seem to provide one-stop current information. Even if the resources were available to implement the necessary systems technology, considerable time and organization would be necessary to prepare a favorable climate for a client data exchange system. Even more time would be required to teach users how to operate and benefit from such a system. The status of data collection and management information in each county at the time of the site visit is summarized as follows. Marion and Contra Costa Counties hope to develop management information"—systems for human services,-, and have prepared applications for federal funding to meet their needs. Maricopa County is automating data on public health services rapidly, but there is little coordination with other human 180- services. Orange County, 'which has some welfare client information com- puterized, is waiting to determine if the state will take over the welfare system before considering further applications. The human service agencies A and research groups with strong computer units in Shelby County are un- coordinated. However, the COG recently agreed to.examine the possibilities of a regional information system. Blue Earth County will be the pilot for implementing the Minnesota Welfare Information System, which is forseen as a comprehensive client data system, excluding education. ow None of the six counties has the resources to develop data collection and management programs to complement their proposed activities to im- prove services integration. This is true even in 11arion County, although it has implemented components of an information system and has the potential to utilize computerized data in managing`human services. Based on counties' capabilities and the importance of data collection to the planned, integrated delivery of human services, the research team recommends the following to HEW. 0 The efforts of Marion and Contra Costa Counties to utilize infor- mation systems to improve human services delivery could be of national significance. They deserve to be studied and supported further. The substate region including Blue Earth County is a promising area for human services integration. Consequently, the effect of the state welfare information system* on this rural area should be researched. 0 The most promising integration strategies involve utilizing infor- mation system technologies currently unknown to most communities. They have little information on recent research result's that could be valuable to them. Planned technical assistance will be essential if localities are to understand what is available in the information field and which choice would be optimal in each separate circumstance. C. SUITABILITY OF THE PROPOSED ALLIED SERVICES ACT TO SIX COUNTIES This section describes the principal provisions of the allied ser- vices legislation and examines their 'relevance to the six'diverse counties participating in the research project. There is emphasis on the steps necessary to initiate integrated services planning, the incentives to local participation 'in the act, and potential applications of an allied services plan for a substate region. The NACORF research team found that the proposed Allied Services Act of 1972 is not entirely the piece of legislation the six counties would draft, if given the opportunity. 1. STATE PRE-EMINENCE Under provisions of the proposed act' each governor will decide whether thatstate will participate in the allied services effort. Positive action by the governor is required before localities within the state have the option of participating. In most of the six counties there is doubt that the states have the will to lead a comprehensive services integration program. Shelby County has received few indications that its state government is in- terested. Officials in Contra Costa, Marion and Orange Counties do not view their states as opposed to the allied services concept. Generally, they believe that significantly greater interaction than in the past between their governor's office and the separate human services agencies will be necessary before their states are prepared to implement allied services. It is highly passible that four of the six counties could be- ex- cluded from participation because the initiating role currently belongs to the states. 2. SUBSTATE REGIONALISM The six counties in the study are not opposed to utilizing multi- county, substate regions for certain functions related to human services, such as data collection. More positively, two of the counties have begun to experiment with the regional approach. In the Shelby County area the COG will administer a new comprehensive youth services system. In Blue Earth, a regional human services board is being planned under the impetus of a unique state law which grants that board the authority to plan, fund, deliver, or contract for, services on a multi-county level. However, the remaining four research counties are not as en- thusiastic about the potentials of delivering or planning for human ser- vices on a regional basis. I Once a governor decides that a state should participate, the first• step is to "divide the entire state into distinct areas for the purpose of administering local allied services plans. . ." Each of the six counties is presently within a state-designated development or planning district. However, only Arizona and Minnesota have decided that these jurisdictions will be used for human services planning, and even these states have not yet reorganized all state human services to conform to the substate regions. Counties agree that regional approaches are appropriate for some public services, such as water pollution abatement. Since human services are provided directly to people, responding to client feedback is probably the single most important determinant of a quality program. Most admin- istrators interviewed, including many from cities and states, believe that counties are often the best unit for dealing with human services. They are usually large enough to encompass population centers, yet small enough to be neighborhood-oriented. Counties are not only appropriate units to deliver human services but they are also the level at which comprehensive planning should take place, since they are most likely to receive citizen input. Both services delivery and planning roles should be viewed in relation to regional characteristics including site, client population and intergovernmental structure. -182- Three counties in the study have an additional difficulty accepting the regional approach to human services issues because each is the only urban county in its region. Their human service requirements differ in aire, scope and substance from the less urban counties surrounding them that have fewer problems and services. 3. THE FINANCIAL INCENTIVE The allied services legislation provides a new source of money for states and localities. It authorizes HEW to make grants to states which submit substantial allied services plans. The grants may be used either to prepare the plan, or to administer an approved plan. States may make subgrants to localities to develop their own allied services plans. Such WN planning and implementation grants would cost $20 million in the first year of operation. Each of the six counties has been searching for resources to expand itb human services planning capability. Unquestionably, a prime attraction of -the allied services legislation to them is the possibility it repre- sents for funds to initiate comprehensive planning-, 4. PROGRAYMATIC INCENTIVES Essentially, the act is enabling legislation, authorizing states and localities to employ techniques to facilitate the integrated delivery of HEW programs. Prior to the site visits only a few people in the six counties had studied the act in depth and were familiar' with its' assets and liabilities. Nonetheless, due to the teams' briefing, it was possible to discuss program incentives with public and private human service planners and 9M providers. Later, the following analysis was made of these incentives including their appeal to the six counties. A. Waiver of Program Requirements The allied services legislation authorizes HE14 to waive statutory or regulatory program requirements which states and localities certify impede the implementation of their allied services plan. The bill pro- vides that waivers may be obtained for requirements concerning state-wide and single state-agency administration, as well as other technical and administrative requirements not specified. The state-wide provision is not crucial since a ceiling is imposed by HFV! on the open-ended funding of public assistance titles. The single state agency requirement would be appropriate only to 'state allied ser- vicQ6 Plans. Potential applications of this waiver authority were not self-evident to the human services principals in the six counties visited. When the act passes, local public officials and human services adminis- trators will better appreciate the waiver provision. b. Transfer of Funds The 1972 act permits transfer of up to 25 percent of the funds of certain HEW programs to others, thus providing states and localities with a new flexibility in meeting their most pressing needs or expanding their most efficient programs. Funds eligible for transfer are those designated for HEW programs included in an approved allied services plan and currently available for spending by a participating state or local agency. However, funds from seven categorical programs are listed as nontransferable, including the five public assistance titles which must be included in allied services plans. . Currently, many communities have programs designed years ago for conditions which have since changed. Although the transfer of funds provision was developed to simplify program changes, it may only be effective in situations where little controversy is involved. Transfer of considerable amounts of program money among agencies-- public or private--is unlikely. Communities rarely develop effective sanctions against those local agencies which waste money from Washington. A .permissive provision in the Allied Services Act probably will not alter .this. The transfer of funds authority is most likely to be invoked by a large agency such as a county health department, in order to transfer* funds among its programs. A large agency is best able to relocate dis- placed staff, and intra-agency shifts would not affect its existence. However, even large agencies may be reluctant to identify their least effective programs for a year or two 'of funding transfer under allied services, fearing that once a program is exposed as marginal its funds eventually will be withdrawn. The NACORP research team observed that fund transfer illustrates a basic services integration problem: bow to move from the autonomous agency concept toward planning for community-wide services delivery. The transfer authority,althoufji helpful to particular agencies or program areas, is uniquely suited to accomodate a comprehensive services inte- gration strategy. In the short-term, localities and states may' tend to focus narrowly. C, Consolidated Planning Grants and Joint Funding The allied services legislation permits states and localities to apply for'the consolidation' of existing planning grants made by HEW agencies for programs included in allied services plans, notwithstanding the provision of any other law. -184- There are only three or four HEW planning grants in most of the oubstnte. regions encompassing the six counties. The regions have 314(b) r.o"..,rehensive health planning grants--perhaps a study of health delivery, or a grant for planning services to youth or the elderly. Marion County Already has consolidated its federal planning grants, with minor partici- ration by REW, under the "integrated planning grant application" guide- lines Ines of the Office of Management and. Budget. Y f additional human services planning resources were available to co=unities, the opportunity to consolidate them with related, existing grants would be welcomed. Until then localities may not consider it worthwhile to consolidate grants for which the funding and reporting procedures, however ponderous, already have been established. If the pranto to be consolidated are administered by different local agencies, delicate negotiations affecting agency autonomy first must be completed successfully. kn application to consolidate planning grants is most likely to be received from the agency designated to prepare the local allied services plan. This probably would occur in conjunction with a request for an allied services planning grant if that agency happens to have another HEW grant to consolidate. Joint funding of existing service programs faces similar inhibitions. However, the availability of additional funds for services, and the need to design the administration and funding of new programs, are certain Incentives to joint funding. Some local service providers have prescribed joint funding as a cure for the multiplicity of funding arrangements, eligibility and reporting requirements and local share restrictions which nor ccompany federal grant programs* Joint funding authority is a unique incentive in the act since any federal human service, program may be included. It recognizes a fact of life important to local elected officials. That is, the bulk of the coney spent for health, social services and education at the local level comes through categorical programs which are tightly regulated and con- for= to their individual 'administrative andfunding patterns. Ele6ted officials have little or no control over these programs in their current (OM and set little opportunity or encouragement to allocate human services funds on the basis of program needs 'and priorities. Participating in services integration , is potentia'lly beneficial in that it would allow A significant degree of priority ordering, a,would create an atmosphere ry .in utlich a broader community focus on human services planning and delivery to encouraged. County officials expressed considerable interest in coordinating 1174cific health and welfare projects with manpower, juvenile justice or 64nior citizen programs also under their administrative sponsorship. indicated it is easier to integrate, for example, �a discretionary "IfAre program with a discretionary manpower program than with cate- 90tical welfare program. The joint funding provision is appealing to county officials, al- though its application alone might not further the original legislative intentions--including the coordination of the public assistance titles with other human services. The impetus to improve a community's human services program capability must be considerable to overcome the inertia of the status quo. Whether the allied services legislation provides sufficient incentive for that impetus remains to be seen. 5. ConRDINATING THE PUBLIC ASSISTANCE TITLES For participation through a state plan the allied services legis- lation requires that HEW's public assistance programs--Titles 1, IV-A and B. Xf XIV and XVI of the Social Security Act--be coordinated with each other; with any other HEV human seri?ices programs so designated by the secretary; and with a minimum of three additional human services programs selected by the participating substate area. In determining the three additional programs, communities are encouraged to choose from a list of nine HEW programs, excluding public assistance. Fqr their part, local welfare administrators seem plagued by a variety of functional, client-eligibility and regulatory problems, leaving them with little time or energy to coordinate programs with other community agencies. Generally, public and private administrators of human service.pro- grams are well aware of the recent funding coiling and series of restrictive regulations proposed or imposed through the public assistance titles. Several had negotiated contracts to provide services to welfare recipients, with county, city, United Fund or other local money donated in lieu of the state's share of the program crests. These agencies are affected directly by the recent restrictions, and expressed distrust of HEW's intention "...to restore dependent individuals to a status of personal independence, dignity and economic self-sufficiency."* Ironically, the act asks localities to help integrate the public assistance titles with community human service programs at a time when recent restrictions have reduced the flexibility of the titles and when the local agencies which worked most closely to fulfill the titles' objectives are disenchanted. G. ROLE OF THE LEADING AGENCY AT THE SUBSTATE LEVEL The act requires that one agency be designated to assume leadership in preparing and implementing the local allied services plan. Priority ti Section 2.(a)(1), S. 3643, "Allied Services Act of 1972." 'H � ' should be given, as the act mandates, to an agency designated by the JocAl chief elected official or officials, acting in concert with other co=unity interests. If the local leaders are unable to select an agency with the capacity to carry out the plan, a public or private agency can then be designated by the governor. Both this option and the priority mandate should be maintained in the legislation. In three of the six areas, the NACORF team detected a consensus on which public units should provide leadership in allied services. in the others, perhaps the elected officials will be able to agree on which agency should assume the leading role when the legislation becomes a reality. The choice is less apparent in these counties at least in part due to a lack of focus on the Allied Services Act or on services inte- gration strategies. Support for the leading agency from other public and private human service providers and consumers depends not only on its established pre- eminence but also on the resources available. Resources stemming from the act seem meager when balanced against the problems present in many communities. Local agencies probably will join the allied services process initi- ally, to make certain that no important self-interest is threatened. Whether many will participate in developing a plan that will change their well-ingrained patterns to coordinate more closely with allied programs, to questionable. Agencies which refrain from participating avoid the threat of having their objectives questioned, their efficiency scrutinized, and the possibility that 25 percent of their programs funds might be transferred to other agencies. Unless substate allied services agencies are supported consistently by elected officials, their ability to obtain substantially greater interagency coordination--given the resources contained in the allied aervicee legislation--is slight. RECO1.11NENDAT IONS Recommendations to HE14 concerning the proposed Allied Services Act of 1972 and the department's role in services integration flow from findings of the status of human services integration in the six counties. AA noted previously, the act is not entirely the piece of legislation the six counties would draft, if given the opportunity. Recommendations to improve allied services operations in the research counties are also offered. The first four recommendations are proposed as amendments to the &111ed services legislation; the remaining six concern implementation of the program after enactment. -187- 1. STATE PASS THROUGH A provision should be added to the act permitting 11EW to approve and support local allied services plans when that state does not .choose to participate or moves too slowly in developing the state plan. Four of the six counties detected little interest in services in- tegration on the part of their states, and are not confident their states would participate through the allied services legislation. Local participation in nlli.ed services is to be voluntary. Its approach is well suited to localities which have devoted thought and energy to the problems of human services delivery. They will be able ' to take advantage of the act ir..mediately. It will have the greatest impact on localities with several eligible programs and where the greatest fragmentation exists. If, localiti.es are able to participate only when the governor decides the state will., those best prepared or those in greatest need could he excluded arbitrarily. Counties recom- mend that the initiative to develop services integration plans should pass to local elected officials if governors do not act within a reason- able length of time. 2. GREATER STATE RESPONSIBILITY The intent of the proposed act to provide a larger role for states in coordinating human services is necessary to redress the present im- balance in our federal system. The act requires improved coordination of specified categorical programs which are either directly administered or coordinated by state agencies. With this increased authority should come increased responsibility. Under the current provisions of the act, a state allied services plan could be compiled from the local plans--simply as an organizational exercise--and could be forwarded for federal approval without a commitment from the state to develop a capacity to lead the state's services inte- gration. Indeed, a state could play a minor administrative role in the certification of local plans and leave untouched the whole question of federal, state and local roles in better services delivery. The allied services bill must be more ambitious in requiring the changes necessary to foster a comprehensive planning and services delivery strategy at the state level. 3. CLARIFY THE ROLE OF SUBSTATE REGIONS Governors choosing to participate are required to divide their stntes into regions to administer local allied services plans. For sub- stnte regionalism to be optimal, all state human services agencies should be mandated to plan and deliver services and collect data in clearly jojined coterminus regions.­ Decision-making should be decentralized to the regional levels, and comprehensive, inter-regional planning among state adoinistrators, local elected officials, representatives of ser- vice agencies and consumers 'should be required. If the act is designed to promote substate regionalism, stronger requirements and incentives must be included to encourage states to re- organize their human service agencies into common regions. The legis- lation presently does not require local plans to be region-wide. A related issue, also unresolved in the legislation,. is how the allied services plan meshes with other regional "comprehensive" plans. is the allied services process to take precedence over the comprehensive health planning process established by section 314(b) of the Public Health Services Act, as amended? How is the allied services plan to be coordinated with regional plans funded by the Lau, Enforcement Assistance Act, or with manpower plans developed by Manpower Area Planning Councils or Ancillary Manpower Planning Boards? 4. LONGER GRANTS To better prepare state and local allied services plans, federal planning and implementation"grants should be authorized for at least three years, and preferably -five.' The compartmentalization of present hunan services programs is institutionalized. Only a rare community can achieve substantial services coordination in the two year period for. uitich grants are authorized in the present legislation. Full implement- - tation of local allied services plans probably will take longer; A five, Year process allowing for testing, evaluation and modification of the initial plan, is more desirable. ADDITIONAL RESOURCES The proposed Allied Services, Act of 1972 lacks Sufficient incentives to encourage participation by local units of general purpose government, is or by human service agencies. 'Further, it does not insure the prepara- tion Of local allied' services`plans which would achieve a greater degree Of services coordination.*. More flexible funds for human services are required to create e, in- teatives and to reward participating 'agenicies- which substitute stream- IlAed comprehensive programs for the current duplication and inefficiency characterizing the services delivery system. At a minimum, HEW'ih6uld guarantee that particiipants in approved Iliad services plans have preference in receiving federal funds for new Services. M 0 61-- 4", A major problem with the act's services integration strategy is pent in localities - that most health, social services and education funds s are beyond the control of those elected officials given greater respon- sibility for coordinating HEW programs under the act. Thereforethe lead agency, designated as coordinator for allied services, should be granted discretionary spending powers over all categorical programs in- cluded in a review and comment process. Similar to A-95, the review process would involve all human services programs proposed for federal funding in an area. 6. MODEL PLANS FOR ALLIED SERVICES Since application of the act will vary in many local areas, HEW should prepare several models to guide communities in preparing their allied services plans. The models should range from the obvious to the intricate, to accommodate comnmitics with a range of human services planning and delivery characteristics. They should include the state role in services delivery, absorbing the more comprehensive developments at that level, such as Minnesota's new human services act and its in- volvement with substate areas. The recent restriction on the public assistance titles of the Social Security Act have embittered Many local human service providers, particu- larly since the existing flexibility in administering the titles seems to have been eliminated. HEW should prepare detailed models clarifying the federal mandate that these titles constitute the heart of local allied services plans. The models should illustraVe in detail how these titles can be coordinated with each other and with other human service programs. 7. TECHNICAL ASSISTMCE FROM HEW Considerable technical assistance from HEW is necessary for the success of local allied services plans. Communities and states are not as prepared to assume responsibility as the act would indicate. One incentive in the legislation provides that HEW regulations in- hibiting services integration may be changed with HEW's approval. For this incentive to be fully realized, HEW agencies must develop an in- creased awareness of and sensitivity to local community needs--and, the capacity to approve changes quick3 y. HEW also must play a major role in making local plans a reality and in overseeing the coordination of state and local plans. Federal officials familiar with localities preparing allied services plans should decide if the plans represent genuine attempts to improve services delivery. If it is to contribute to services integration, federal technical aid must be tempered. First, there must be a change in governmental power relationships so that states and communities are allowed discretion AA I -190- u:d flexibility in designing human services strategies. This increase in responsibility should encourage state and local governments to take an increased interest in program development and management. Second, it should be realized that although services integration is better usx:erstood technically by its creators--the federal planners--than by r swat states or communities, the federal government should provide guidance ; rather than domination. In each of the federal regions; teams of specialists from the human service agencies should be formed to promote allied services integration & ' exclusively. The teams should act as catalysts in developing plans of participating states and localities. The teams would also approve or disapprove plans, coordinate federal technical efforts to implement those approved, and advise local allied services projects of changes in federal e' policy and funding which might affect their efforts. i 6. PRELIMINARY PLAN ..;, Prerequisite to an effective allied services plan is an effective process including commitments from elected officials and other human service planners, broad cooperative planning, interagency negotiation, public education and community acceptance. To reserve a separate status for the final allied services 'plan, the initial application should be �. designated the "preliminary-allied services plan." t. I'N'FORMATION SYSTEMS DEMONSTRATIONS HEW should provide special demonstration funds to'$everal local i allied services sites interested in designing human services information M„ systems, or components of potential systems. Most of the six counties 'u studied currently utilize computers but new information programs designed for increased services integration activities will require additional financial support. Hopefully communities undertaking human services integration will perform community-wide, program assessments of resources, needs, goals, functions and procedures which are also prerequisites for computerized information systems. Thus, the NACORF research team recommends that HEW Provide additional demonstration funds to allied services localities which choose to include computer programs for client data, planning, tAnagement or evaluation of their human services system. Two cautions might be exercised; (1) the technology should not take precedence over the objectives of services integration, (2) HEW : funds should -not be used to support a system which does not demonstrate a readiness to tailor its programs to community needs. , -191- ,. `*► 10. ADVISORY COUNCIL ON SERVICES INTEGRATION The integration of public human services is complex since federal, state, county, city and other local governments are involved. Each level frequently faces unique obstacles and has a different perspective from the others but each is vital to the solution of human services. A forum for the regular exchange of views would be useful. The NACORF research team recommends that the secretary of HEW form a council com- posed of state, county, city and other local elected officials to serve in an advisory capacity on human services legislation. E.' THE PROSPECT Effective services integration depends as much on the individual commitment and skills of the professionals representing-public and private agencies as on opportunities embodied in new legislation. In the final analysis, the considerable effort needed to change the frag- mented delivery of human services requires a willingness on the part of ► ' individuals--from outreach workers to policy* makers--to work for in- stitutional change. The six counties have demonstrated a willingness to initiate extensive services integration. While it its not possible to predict the degree of success nationally, counties would find the act, as proposed, useful. However, the NACORF research team is confident that the act's impact would be increased significantly by incorporating the recom- mendations emanating from the counties studied. Ei�},;. � x . � �, - ...k� sv '� an-�tr - t� t "�i +vv�1 i ��i Zs��•� '`G„4,�,r,� ��r r''fir A�}� }i � s,.t'�},?iS,�.�. M '�4t � xr"s:; �x u'r � r�" {•4t.F1.,, ..-• 'i Y i . ' r,+k�� s.w;y. �°,7s�"i'��'�v��ri•.¢¢ 3,^+; r'��' ;.,:.v, a�. s�. ��.,�k'#'s�^.,��'sty'�s k ��i.���. •'4 "41�C"',��'�Ez?a"ex E�'�,�Yk,.�wYi"�'` �$R�-:,'�-a,'�anb�" `Aa. 5 .,,,�" '�3C'"s',Sys x "• �t i`r ±.+. 0 In the Board of Supervisors of Contra Costa County, State of California March 12 19 In the Matter of Authorizing Submission of Grant Application to U. S. Department of Health, Education and Welfare for Allied Services Project. As requested by Mr. R. E. Jornlin, Director, Human Resources Agency, pursuant to letter dated February 8, 1974 from the U. S. Department of Health, Education and Welfare; and on motion of Super- visor A. M. Dias, seconded by Supervisor J. P. Kenny, IT IS BY THE BOARD ORDERED that the Director, Human Resources Agency, is AUTHO- RIZED to submit a grant application to the U. S. Department of Health, Education and Welfare for continued funding of the Allied S.ervices Project in Contra Costa County. The foregoigg order was passed by the following vote: AYES: Supervisors J. P. Kenny, A. M. Dias; W. N. Boggess, E. A. Linscheid, J. E. Moriarty. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc• Director, Human Resources witness my hand and the Seal of the Board of Agency (2) Supervisors Allied Services affixed this 12th day of March 1974- County Auditor- JAMES R. OLSSON, County Jerk Controller County Administrator BYE? Deputy Clerk Charleen K. Travers` H 24 7/72-15M r Truman. Resources 4kgency CONTRA COSTA COUNTY Date March 8, 1974 1 To P. McBRIEN, COUNTY ADMINISTRATOR From R. E. Jornlin, Director PROTECT APPLICATION FOR CONTINUED FUNDING SLlbj ALLIED SERVICES Attached is a letter from HEW inviting us to submit an application for continued funding of the Allied Services Project. I am requesting g your ends, so approval to submit the application by listing as an item on y g that we may include with the proposal to HEW a Board resolution indicating concurrence to the transmission. REJ:ask Attachment: Letter from HEW RECEIVED RE , MAR /Z11974 a.�RK ib.�r }It ^f i.^y �fr.;�d53'.5 f+,•..r+S?�1�:CX „q."l"".y, i�G '€+'Yi r, "'i'*" rt t �tzx•` '�+� 't��,cf �K�3-fii���#'�; �s'"•fL�•1� Sia. ry'` a � '* r,.x,.};gip, �' I'•-: �;.tr1r7�,{ ,yycc �. ,�''��rr,s.o.... DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE OFFICE OF THE SECRETARY WASHINGTON,D.C. 20201 Mr. Robert E. Jornlin FEB 8 1974 Allied Services Project Contra Costa County Human Resources Agency 651 Pine Street Martinex, California 94553 Dear Mr. Jornlin: On behalf of the HEW Services Integration-Targets of Opportunity Task Force, I am pleased to invite you to submit an FY 1974 continuation application for your project entitled "Design of Pre-Test of the Allied Services Act of 197211r Grant # 12-P-55888/9-01. Enclosed you will find three copies of the necessary application forms. You should note that a number of the items in the application already contain preprinted information. Particular attention should be drawn to Part IV of the application which contains instructions for the narrative portion of the application. TYe due date for the application is March 15 , 1974 . Three copies should be submitted to Fernando E.C. DeBaca, . the Regional Director for the area where your project is located (see attachment for address and :telephone number) . ..A In addition, I would like to alert you to a site visit to be conducted by an HEW regional "evaluation" team, in March or early April. You may expect to be contacted shortly about it. Also, personnel from the Human Ecology Institute' of Cambridge, Massachusetts may be visiting you on a "data gathering" assignment in the next month or two (for many of the Services Integration grantees , the visit by the Institute has already occurred) . Questions regarding the site visits, the application process or related matters should be directed to your HEW Regional Director. Your cooperation in assisting us to maintain the review schedule we have established will be appreciated. Sin ely yours , Don Wortman Deputy Assistant Secretary Enclosures for Program Systems •• i - . REGIONAL DIRECTORS Scott Tuxhorn _ Robert Fulton- Acting Regional Director Regional Director Region VI Region I Federal 1114 Commerce Street John gitzgerald Kennedy Dallas , Texas 75202 -_- Building r Government Center Telephone: 214-749-339 Room 1500 Boston, iassachusetts 02203 Max ,filo Mills 617-223-6831 Regional Director Telephone: Region VII • Federal Office B�rnice L. Bernstein Building 601 East Regional Director Kansas Citty,Yr1lissouri 64106 5 Region II Federal Building Telephone: 816-374-3436 26 Federal Plaza New York, New York 10007 Rulon R. Garfield Telephone: 212-264-4600 Regional Director Region VIII Gorham L. Black Jr. Federal Office Building Room 11037 Regional Director 1961 Stout Street Region IIIDenver, Colorado 80202 P.O. Box 13716 3535 Market Street nia 19101 Telephone: 303 Philadelphia, Pennsylva -837-3373 Fernando E. C. DeBaca Telephone: 215,597-6492 Regional Director Region IX Frank J. Groschelle Federal Office Building -Regional Director 50 Fulton Street Region IVSan Francisco, California 94102 Peachtree-Seventh Building 50 7th Street, N.E. Telephone: 415-556-6746 Room 149 Atlanta, Georgia 30323 Bernard E. Kelly Telephone: 404-526-5817 Regional Director Region k Richard E. Friedman Arcard Building 1321 Second Avenue � Regional Director Seattle, Washington 98101 Region V _ Drive 300 S. Wacker Telephone: 206-442-0420 Chicago, Illinois 60607 Telephone: 312-353-5160 d. `y,4 x .>-d:r 1 i.'.? F. aqt r '� k,,3h"�!i :�w4Wf�?' 3,{, i�Waia� s 1;u 4{I p;M. �.T: 5 11{r.•,_,� �`8„rL'L 1Y} .�.3Y +t� 9' •t`,• 4? y,f:�. ."'3'+`.# , '-�`w�f. ;c�;�� a 3uU"a nt,��'f, �t �aYv ,, . ,'�' ,�� t,•� .'t� �wad `� ri��f 6��, � ,�� tC.�kyc �S s',�T,,'s,�J y }t,;_��'�'4t,s i,.,� >•"�t'�arr' , In the Board of Supervisors of Contra Costa County, State of California March 12 1974 In the Matter of Acknowledging Receipt of Evaluation Report on the Allied Services Project in Contra Costa County. This Board having heretofore approved an agreement with Genevieve Carter, MSW, Ph.D. , Social Research Institute, University of Southern California, for provision of professional services to the Allied Services Project of the Human Resources Agency, including independent evaluation services as required by the U. S. Department of Health, Education and Welfare; and Mr. R. E. Jornlin, Director, Human Resources Agency, having appeared before the Board this day and presented a ccpy of "Evaluation Report for the Contra Costa County Integrated Services Project - December, 1973" prepared by Dr. Carter; said report being on the first-year effort of the Allied Services Project, including a descriptive model of the project, identi- fication of barriers during the planning and developmental phase of the project, and the evaluation component; NOW, THEREFORE, on motion of Supervisor A. M. Dias, seconded by Supervisor J. P. Kenny, IT IS BY THE BOARD ORDERED that afore- said evaluation report is hereby ACKNOWLEDGED. The foregoing order was passed by the following vote : AYES : Supervisors J. P. Kenny, A. M. Dias, W. N. Boggess, E. A. Linscheid, J. E. Moriarty. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc : Director, Human Witness my hand and the Seal of the Board of Resources Agency (2) Supervisors Allied Services Projectaffixed this 12th day of March , 197.L County AdministratoyAMES R. OLSSO County Clerk By �u Gr.• Deputy Clerk L. Kincaid H 24 5/73-15M 11, Kuman { ,Resources &ency Date March 12, 1974 CONTRA COSTA COUNTY To BOARD;Of gUPERVISORS RECEIVED From R. J nlin, Director MAR/-Z 1974 J. R. OLsSON Subj AL/LIED SERVICES PROJECT -- EVALUATION so OF SUPE ISORS IA f Af-W-130PUtty J._ I am pleased to present for your information and review a copy of the evaluation report for the first-year effort of the Allied Services Project prepared by the independent evaluator, Dr. Genevieve W. Carter, University of Southern California. The report includes a descriptive model of the Allied Services Project, identification of barriers during the planning and developmental phase of the Project, and the evaluation component. I would like you to note that of the five main objectives and the 20 sub- objectives, the Project received a rating of 83 out of a possible 100 in level of achievement. This is an exceptionally high rating for a services integration project. Additionally, you will note under Objective I, Subobjective 1, "Initiate contact Board of Supervisors and sustain," that the evaluator makes note of the Board's continuing interest in and support bf the Project. This interest and support reflects the total commitment to integration of services in Contra Costa County and adds importance to the Project as viewed by the Department of Health, Education, and Welfare. Additionally, the endorsement of Model Cities and their continued cooperation with the Project enhances that commitment. The other related work activities in meeting Objective I received exceptionally high marks, due primarily to the management abilities of the Project Director and a small but dedicated Project staff. Objective II, which was to develop and organize a structure and process for integrated services which can be continued after the conclusion 'of the Project period, also received exceedingly high marks. The high degree of participation of nine agencies and their department heads within the Project and the assignment of staff by these agencies to serve on the Allied Services Project Planning Group and on a variety of Task Forces was the key to the success of this first-year effort. The establishment of citizens' participation under Objective III received marks for a high level of achievement, due primarily to the willingness and ability of the 25 citizen participants on the Allied Services Commis- sion. You will note under Subobjective 1 that the evaluator's comments .indicate that the analysis and recommendations of the Allied Services , .w er r.rr ... q4 ... .rt w ti .. r w... ..n iw ,. • ... . . . .... ..r ........,.r........0 ..w•+e»rrv�.n. w .. ... BOARD OF SUPERVSSORS - 2 March 12, 1974 `{ Act prepared by the, Legislative Task Force of the Allied Services Commis- sion are an "outstanding citizen group product." "•It represents a sophis- ticated analysis from a local point of view." Objective IV, to explore and develop plans for an information system which will eventually serve as an integrated human services data system, did not receive the same high marks. This was due mainly to the fact that I directed that responsibility for this development be removed from the Project and assigned to staff within the Human Resources Agency. This decision was made because it must be developed on a countywide basis. Development of the information system has moved simultaneously with the Project progress. Next week I will be presenting to the Board a report on this system. Objective V is the completion of the first-phase planning effort, which resulted in the Feasibility Study Design which you have already received. This Indicates that the Project met its time schedule and developed a good basis for entering into its second phase. Currently the Project is developing action guidelines and work plans aimed at coordinating delivery of services in four social problem areas. This constitutes the second-year Project effort. xn summation, the Project staff, the allied agencies and their staff, and the participating citizens should be commended fora job well done. This work effort is cforthy of continued support by the Board of Supervisors and the Department of Health, Education, and Welfare. REJ.ask cc: Clerk of the Board J. P. McBrien, County Administrator ! t # at1r ., ?r�. 1�wS6�i syr" 2 . Fti s_'* 4; t, ftp?r� x: k "? �Y3ftt ? 1 t; y May i¢" tr;�. 1t d .r# e, s.t� t.:T.- ,�.«,}Y w�' s-xS4 �-,�` a.� .a 'nr ".4rtt:, e3.t� sr RECEIVED LIAR /2. 1974 �- r I owrori OF su IS615 2P Aw Evaluation Report for the • .-..... . .. ��� ...' `-ContraCosta County- Integrated Services Project. Prepared by Dr. Genevieve 4i. Carter :• University of Southern California • December, 1973 9 y �q �•�t'•X�SS�" i�fY 1� ;� ���'�� t { t { _k t ,dx .. t �, t4. � i .�• < r t„{ ,'`r�ua��s � i 2� =F�' .. a�, � 'fit}9}.. � ! b' y., qt�"S• �".{cr:,"'�. �.T ,,ty^�, �-7.�fa d., j*J'C; ) ��'',�i��'kS 7 1 -.'.f) +,, '. t� 'ria.:;i7.�.5�s. _fir i � tkL �t 7 n.•'*'�e � )�': a 4r. � ht.,.e2� '�,,?t• 7 "c k4+.�i_.. i`Y.e'S.r.t �'"? -a t . l The Contra Costa County Integrated Services Project - Introduction This evaluation report is divided into three sections. Section one presents a conceptual framework by means of describing a series of concepts and constructs which are central to the service model developed for the demonstration. Section.two lists and describes barriers identified in the developmental phase of the project. Comments about alleviation of the barriers through project efforts are included. Section three presents an t assessment of the major objectives to be achieved by the project during this evaluation period. This is an evaluative report and does not purport to follow a rigorous quantative research evaluation design. This latter would have been inappro- priate for the developing stades of an. innovative demonstration. Special efforts have been made in Sections one and two in particular to explicate project experience and learnings which would have utility for decision- makers concerned with program replication or continuation of grant funds. Evaluation Summary As this report indicates, the evaluation of projelrt development at this stage is strongly favorable. The director and staff can articulate what they are doing and hoer they are doing the work. Because of this clarity, the evaluator is able to explicate concepts of the demonstration model being developed and to identify the list of barriers. This excellent progress to date.can be sustained if the implimentation r� y ` 4suxs... .., �.; '° Tl is carried out with the same level of staff competence, apenc�i participa tion and community leadership. -- ' 3 ;Rr11 3, r li' „ . i�\ e 5�. k f x { 1�r � 5 ` ♦+y 7 J \ 4 G 41 .a s i E 3 d i � \ X#.t�..i+s a� � s.: 5 �:#. s � d.y'�„-_hs. .�S,i Sd t r`s ;er;.x[;��`4 j�`v`•{�.,y y.�.-.�+� ti"1-..tit. a Uri ....s\g; r.si, c �.•w..,t i:.t ;t: .��7 ..a'.:*s..s"4 'y.;.}. r sr.:.r ls,.:.s ,\ ...:...; .,..Ycya a.^ ,•''c.,.s l;r.,+,,s �x3.-' �r-q ,.,.. as v,�\}, � ,e,rs?; `��r.:` �. ::::. t ..'?�K,t�;..4 -d,.+ !r;�� zzS,{rrn ;�'"`r, r �...e�'z•A „3,,,1.4..^ ::r vy r,.. #�.. .aa *4 ;kz�#1 :�iz.�.r. ��' .ryt 1' 2'r .arro'F:, cz.,�i�T Xf,.e�„r'+9e{ 4�.,''�'a..x�?x.ie. ''xsa�c�Y.,.s`{-��-- 2 tr :Yrr ,.� f�tv, x •�.a `F�� �v,„3{1f 6°F'1is ,'w✓a+ ,�jit�,"a%' .+� 'v�B ,�y���^�tr. x �•r �t"� x '�y�-dc �i- '�' ���N }-+S+ w (t*i�+JI, a�,� .�ku�.xt'�� n s. �s v � � < i ��H3�7 � �L� }, r” `t a "L ° 3. Section I A Descriptive Model of the Contra Costa County Allied Services Project The conceptual model described in this section has been drawn from project files, observations and interviews with the project director of the Contra Costa demonstration. The project began with formulated goals, program objectives, time limits and certain resources. A model for the operation of the project was not prescribed in the funding guidelines nor in the initial proposal . In fact, if the dimensions and shape of an innova- tive integrated services model were already prepared, there would have been no need for the series of experiments. It is assumed that the govern- ment made the decision to invest demonstration money for the purpose of experimentation and exploration of alternative models before moving into national policy through legislation. It is also assumed that each of the integrated services projects will be testing somewhat different models. In presenting a descriptive model for project operations, it is necessary to'explain the central concepts which are used in developing the model. The conceptual framework for this model of a successful demon- stration evolved as the project developed and became stabilized. One im- portant question raised in most demonstration evaluations is -- what is the potential for a replication of a successful demonstration? A demonstration has little value for replication unless the principal concepts shaping the model developed can be communicated. The model de- t t y r E t` *'9-r'y�T",.6M 4. veloped during this project is presented in conceptual terms and for this reason can be adapted for use by other communities. The model provides a Governmental mechanism at county (or district) level which was initiated to enhance integration of services for selected target groups during the experimental period. The testing of the model indicated that this type of mechanism is equally effective for use within an* organization as well as between organizations. Farts of the model may be Moved to county level government to provide an arm for local citizen participation -- such as a Human Services Commission attached to a county or city council or board. The essential guiding concepts of the model are listed below: 1. Goal Oriented When a program is goal oriented it functions to achieve certain defined end results. It is task oriented -- for example, to re- duce the incidence of a social problem such as delinquency to acceptable level . One objective may be to reduce school drop outs to 50% in two years. Another objecti.ye may be to assist a quota number of welfare recipients to become economically in- dependent, to divert 25% of youth arrests from official juvenile justice system. 2. Intermediate Objectives The model provides for attainment of intermediate objectives deemed 'to be an intermediate step leading to goal achievement. For instance, an intermediate objective may serve to identify �S ,i`� �a•a:1r"�`*.�k'�`glf� l � � ' , � 1. ,', ,�}4., it� •� `' 6'y,a�+ ��s„7d�J'.� �� 'S,? yS"'a ' {t�t- Fr°l `'ftr *j ,-���M:,.n,4Ykr kc`' .�.�.,i.?�_`rt tbs ._.a. �, ,. �v�.i7af.a,'e�` .rae.,.�.t.J.i�}.cr7�l ti ,.?„< .-, ..k:;4; *r• an integration target and develop a linkage mechanism for this target or. to bring about improvements in management capability which can facilitate goal achievement. 3. Flexible Orqanizational Structure The project model was developed around five organizational units which did not follow the traditional bureaucratic hierarchy. The alignment*of the five organizational units was more horizon- tal than vertical . This allowed for freedom in communication, feedback and shared authority. This iatter.was essential be- cause the demonstration project must achieve its goals without �. authority or sanction -= without "the stick or the carrot." The rewards for achieving organizational change in this instance must come through satisfactions and self-commitment, recognition, peer competitiveness, staff encouragement, etc. The five units were: project staff, Allied Services Board, Allied Services Commistion, Allied Services Task Forces, and the Allied. Services planning Group. These five constitute flexible, viable units which can be adapted to ongoing community institutions after the termin- ation of the target. The units are also viable for elimination and are not readily frozen in bureaucratic concrete. 4. Systems Oriented Systems concepts have had' a heavy influence on the development of the project design. Service integration would be impossible without recognition of the inter-related parts and coordination necessary to result.in a focused, in-balance service delivery v� ✓J"'. "..TFi-;..,} ,i... ..n,...4 � 1 1.� .. .,Uk..?` ._ U '. �,rc`w,,a.Z�}?f A�fi��,3' a £�'"i -» , > . - Js. 6. - system. From the inception of the project, efforts have been directed toward a unifying information subsystem -- first to serve the integration objectives of the Human Resources, Agency. Secondly, a central information system would have 'the capability for ex- tension to other human services in the community. For example, a child welfare tracking information system developed under a project or Human Resources Agency auspices would have the capability to service the Probation Department in case management of Its children. There are probably some 1300 children out of their own homes in Contra Costa County whose whereabouts and plans should be known at all times. Health, welfare, correction, dependency and neglect problems are highly inter-related in this child population and a prover information system would be a great support to service integration. Creating a system of human services out of a non-system is the central purpose. A systems framework is part of the conceptual scheme of the model . 5. Other-Systems Conceuts (a) Integration Target is a subgoal which has been identified for inte- gration in order to improve staff efficiency, management capability. and improved service -- i.e. , coordination of home-based services which vrill prevent unnecessary institutionalization of children or the aged. (b) Constraints, furriers are identified as limitations, rules, legislative _ c>.3 ,. -.•Pw 4.i .. ,7,,. .t,. ... . .xis .'.t:'- _.r... .. ...'��'. 7. requirements or impediments which control or interfere with conservative program action. Some constraints such as complex multiple funding may be amenable to change but some constraints have "to be lived with" . See.Section II of this report. (c) Redundancy in a system is expected but can be greatly minimized through integration efforts. Duplication of functions or overlapping functions are .key indicators of identification of the new targets for integration action -- i.e. , the identification of four differ- ent agencies making home visits to children in the same family during the same week would lead to a new integration target for . attention. (d) Input-Output are popularized concepts but in this instance more specific meanings are attached. Input for human service delivery systems generally includes resources such as personnel , budget, rules, target groups, etc. In this model two additional inputs are emphasized: (1) technology and (2) a broad community base of decision-making. Recognition of technology as a priority input means there is a body of knowledge and there is a range of strate- gies, tactics and methods required to bring about the outputs in a .service delivery system. Management does not deliver service -- 1 it facilitates the work of the service deliverers who have the technical know-how of providing human services. Another order of specialized technology is required from professional staff who have the skills and know-how for organizing community lay } _4, sy.e�,z .a_.4 ,..+u . . - > ,�.,,•3-�fa..:d . .q,.�.:,..v,_..aS re.t-.,„r,*v' at ...t,.��!'"1� st�.�e�.. r, '�. 8.,�` "'.�` �'.. 8. .leadership, health and welfare professionals and human-service organizations. Local level participation is the other essential input necessary -for an open system in order that,the opinions and voices of those to be involved in the institutional chancre (integration changes) can become a part of the action for inplementation. Strategies of integration and management development are really strategies of work-with people. It is theep opla who have to change and therefore they must be a part of 'the input. Inputs into a delivery system are more easily quantified and for that reason analysts and planners are prone to focus their evaluation efforts on input measures rather than outputs or out- comes. , (e) Outouts and Outcomes are considered as different types of measures. Output measures are generally viewed as steps or products generated along the way in order to reach goal attainment. Intermediate objectives to long range goals are often set up as management by objectives as will be found in this progress evaluation. Outputs are products of activities such as minutes and records, commission meetings, management objectives achieved which facilitate the mission,of the organization or studies and statistical reports developed. Outcomes are not generally-measurable on an immediate basis, t 4 } tri,�"" ..'� .� >+,��:ik�14�F $ � '��aT. � ��':3,'.i.�t%,PAt'f'. SkFs,�s,.F�i`..a.'�,�'�m'S^Y< •..�,,fi,:v, �:*�S Y,,ye, r. .. _, .S.. -t, _ ... ti..'L 3.,.,.a .,;t. ,. ,.. ti ,.5 • 9. ~ especially in innovative projects. Usually there are several measures from various approaches -- i.e. , social indicators, consumer satisfaction, decreasing measures of problem incidence, reaction of community leaders, evaluation of case records, y efficiency measures, organizational performance evaluation, etc. In this instance, the project goals and sub-objectives will be defined. Both process and outcome measures are generally used in an evaluation of health and welfare program experiments. For conceptual clarity in this descriptive model , outcome measures are more closely identified with process or organizational performance. Outcome measures are used for assessments of what was accomplished or to what degree were the stated goals achieved. 6. Market Develooment Efforts This term is frequently found in recent HE14 material . Tradition- ally needs and resources inventories have preceded decisions as to gaps in human service and priorities for community action. Market devc1opment efforts is a term which follows-a decision or plan to develop resources. In practice, the prior steps of community analysis, needs and gaps .have been made. Recommenda- tions with community or institutional support have already Iden- tified an order of priority for action. To illustrate fron this project's experience, the reports of the four allied services task forces illustrate this notion by effectively presenting their recc-mmendations and plans for market .%t 's41 iR Ilk, 2, `7�A 10. development of selected service program to alleviate the priority social problems in the project community. _ Each task force went through the steps for assessing the com- munity, analyzing needs for human services, keeping a focus on priority problems and developing a plan for alleviating selected social problems. The use of the term market development in social welfare must not be paralleled with entrepreneur efforts which lead to competitive economic profits in business. Human services delivery 'leads to human benefits that include both social and economic benefits but there is no competitive market place. Another difference in developmental efforts lies in the higher confidence placed by business in the entrepreneur long-range capital investments. There is not the same confidence in capital . r . investment programs to develop people. This is generally considered as consumption rather than investment. 7. Gatekeepers This is a convenient term used to identify influencers, power units or obstructors within organizations who can facilitate or impede the spread of an innovation or a correction which requires behavioral and/or attitudinal change on part of organizational personnel . Such influence may be formal (with authority) or in- formal,. Informal gatekeepers may include persons who hold link- ages to community based power structure, to policy-rakers or power holders of wealth --* i .e. , the makeup of the organizational f, lI. units in this integration model gave close attention to the participation of potential "gate keepers" at several levels and types. Note the composition of the membership on the Allied Services Commission of the project which reflects the importance of attention to the conceptual notion of continuing involvement of institutional date keepers. 8. Innovation Diffusion There is now a growing body of knowledge about how research and demonstration gets from the laboratory ,into the agency or organization. In its simplest terms, diffusions research tells f us that innovations will be picked up and used -- if such inno- vations can be taken a bite at a time (fragmentized) , if the transmission language is compatable (to,the profession or imple- mentation) , if the implementors have been effectively in- volved (through their input) , if the innovation is feasible for resources. available, and if there are some rewards for changing f (punishment is not very effective). Diffusion potential ,then, must be built into the project model. The following illustrates the application of these principles of diffusion: Partializing A big, broad demonstration program on services innovation would have been indigestible and frightening to the com- munity leaders as wel'1 as the agencies. It had to be manage- r_;rr � F.,,.. .at.'n,+.��'= a`� ..y5 �, .. ;-tai i '"�7, � ,t`' t� .i'�4� .t•� ts��4 c 12. able and encompassable or no one Mould buy it. That is why project staff and Advisory Groups decided to set some necessary boundaries by placing a focus on selected social -- problems within a defined geographic boundary. Introduction y of new ideas must allow for partializing the innovation, the goals, or the target group or segments of the organization. With a systems orientation, any partialization is always approached in the context of its feasibility for the total delivery system. 9. Comnatable Language and Concepts The bridge between the research and demonstration project and the organization's use of new ideas (to them, not necessarily to the field) depends on the communication. There is usually no greot problem in getting a useable .concept across when the meaning is made clear. . . The name or label that is assigned to the concept is another matter if diffusion is to take place. Local people and organizations have a particular aversion to new vocabulary thrust upon them. 10. Service Utilization Under the caption of service utilization are such theoretical notions as (1) improved client access into the service system, (2) more effective referral process with continuity and follow through', (3) reduction of certain delivery functions (i .e. , separate home visits, duplicated faster home recruitment), (4) more effec- tive personnel integration which reduces number clients must relate to (5) continuing assessment of perceived need by agency ' • • 13. and professionals -- client expressed need and client utilization. r Effective utilization measures are predictors of services outcomes in contrast to concepts of client need and demand which offer y gross approximations for program planning and budgeting. ll. Cost Efficiency It is more hopeful to aim for service effectiveness measures before approaching cost efficiency of alternative services. The latter is almost impossible with the present state of knowledge. The concepts of cost effectiveness and efficiency should be included in the model because there are approximations that are .feasible. 114hen the service unit is definable, when the unit is task-oriented, and when service personnel investment can be estimated or computed, it is possible to price the service proqucts produced. Otherwise, cost effectiveness would likely be computed b larger p Y g r units, such as by program or sets of functions. i . i i Administrative efficiency measures would be focused on redundancy i reduction and information system improvement. 12. Evaluation Component This- model also includes an evaluation component as Mould all of the Integrated Services projects. It may differ in its evaluation design with its two recognized evaluation strategies considered appropriate fora developing action project (1) formative evaluation which is more process and performance oriented and (2) summative evaluation which is goal outcome focused, allowing for a sta- 9 T � tti Y 4 5' a 1 Y r} �v.x 1b4 .fy1•x. _..' ._,,.t-r•^,....t2A.,.<.. . ..,,..a.k' r'..R, ,k..r.l;;�.,_dA'..,: r 3X,r.._..`zr y,,r . r�ti.wkG .-+ � u� ` w ,�,ri1kY,..a.4,, %Y5#.5.„{Lsn.,...3 x•d.�`a.4 ,�n5aa"Gt+ �'e��. �P �i: t e+. 14. ~ bilization period for the newly initiated health and welfare demonstra- tion or experiments. In order to evaluate the task force reports produced by this project, the evaluator should approach the assessment with some dependable reference points as~to where this community is, at this time. For example, if the schools are to take on a service integration demonstration, the technical staff person had better. know the educational language and stance rather than rely on some bureaucratic shorthand language or unfamiliar verbage. In brief, the transmission of ideas to bring about change in a local com- munity takes place through acceptable language and behavior of the trans- mitter -- verbal or non-verbal . The linkage person, the integrator, the transmitter, the technical assistance specialist, the research utilization agent can do much to facilitate the organizational use of new ideas and changes. Research has shown that the person-to-person media is most ef- fective in producing change. As one example, only people can re-program the input in the middle of a sentence. Research on diffusion has shown that human conveyor is the most effective agent in transmitting the innova- tions and in getting organizattions to change and utilize the innovations. This type of project has provided experiences for linkage persons to gain an understanding of the purposes of integrated services and to , be able to communicate this with influence to their own organizational units or agencies.. ,...,._ r s;,r.�, .�,:a.• . „ v .::a ...,.. ... a ..•.x_ c,.«r' �,.�axr. '»�_ ' , i a '..� t } 15. ~ Section II Identification of Barriers During the Planning and Developmental Phase of the Contra Costa Project One o-f the expected benefits from an experiment (or a program demon- stration) is the uncovering of problems or barriers which interfere with the progressive achievement of integration serviceA objectives. Too often, evaluations are limited only to the successful achievements so that subsequent replications or extensions of the demonstrations must again uncover the same barriers and errors -- like rediscovering the wheel . Since. the beginning of the project, barriers to the effective development ofIservice integration have been emerging. Some barriers are removed immediately as soon as the impeding situation is identified. Others are alleviated but not removed while some are beyond the control of the project operations and must be "lived-with" for the time being. Barriers create points of interference with project goal attainment. Barrier removal is primarily the responsibility of the management or project leadership. However; certain types of barrier removal requ-i.re. a ria j or external influence such as social policy changes, particularly with citizen involvement and local government participation. ' Certain concepts from new Federalism, bureaucratic decentralization and "maximum feasibility of local citizen participation" converge in the conduct of an integrated services project. Within this framework barrier removal is a shared responsibility. However, this can happen only as professional staff facilitates and supports the citizen and local government action. RF � t.'' y 4 r• r s" S ,f Y 5 tl sz,r� '4. Yyt:'{�'y,�J ikyatlr k a ' .`� ''k �k'N3S 'M.£t �' ?,'� ! E•L rv.,..�r.:�...;`�': 16. In the Contra Costa County integrated services project, the involvement of local level government, relevant major institutions, program leaders and representative citizenry have resulted in its greatest strength. The Project has emphasized the principle of continuing involvement of the expected implementors. Goal Hierarchical Framework Goal 1 Goal 2 Goal 3 Goal 4 Goal 5 Outcome: Outcome: Appropriate Reduction of Social Reduction Improved Care of School Drop Policy of Substance Care or JChildren of I Outs Priorities Abuse Problem Support Working (drugs, of Needy Mothers alcohol) Aged ----------- ...»»»»»_I__«.» »i i i i t Ultimate ' t t (12) Quantitative t = t t objectives i outcome measures I � t (10) (9) Long range (8) Oufcome measures objectives emerging Inter- (7) Program stabilized mediate objectives (6) Intermediate measures (means or progress attitudes, etc.) (5) Functioning model (4) �Feasibility study Proximal (3) Inventory of needs or immedi- and services ate objectives (2) Commitment of local govt. , citizenry (1) Establishing structure d 1 t�§.>tTiT'bA•ifP�u�.'{.,�,�a.�e'� L 't` - t - t i � -` 'C' '� �a1'tR� la8s YiS.'s;'�'i#✓Jc.>,a_t4 mxair�Zr'. v?,a.�;., .`ir,a.n> `�m. ,=?* r� n ,6::c` ,...� ' ,.a.,, . .M; ..a', ,z . -_ .s;.,}L} 17. ?deans - Not Ends _ Service integration is a means, not an end outcome. The Allied Services demonstrations were developed across the country on assumptions that service integration would result in greater cost efficiency, improved service delivery to clients and patients, reduced duplication of service functions and greater decision power to state and local governments in conducting their'own social welfare service programs. These constitute intermediate objectives in the goal hierarchy but the ultimate aim is found in the impact on target groups or social problems. Integration attainments are progressive steps along the way to effective impacts on reduction of social , economic disfunctioning. -- Evaluation is concerned with the achievement of goals and objectives. r If the goals are viewed in a hierarchical framework, it is possible to mark off steps along the way toward attainment of the formulated goals. The bottom steps are marked as proximal or immediate objectives. Certain ac- complishments were given to the projects as part of the guidelines such as conducting a community inventory of needs. Intermediate steps build on this and bridge the pathway in reaching longer range objectives. Finally, the ultimate goals may be reached. The twelve steps along the way cover that general institutional development necessary before implementation directed to define social problems. For example, the end goals for reduction of substance abuse may be defined by setting levels of addiction which leaders of a community agree should be tolerated. because complete eradication is not a feasible, expected outcome. Quantitative indicators can be established for gral attainment. i]Fu5 .. s . -t. ___... ... ♦ ._.,. ... ,._4 ..., iixt...n k.4....,..fl- ...r H•�.t Re.�.aT�,{.P:�. ,.._..�inl�1.,.BY� *. '�>at.t`�3Y#3•.�`•,,�*6d'.` �Lv. .. � �" ' _'.�•.s��f.�� ...._ 18. Other criteria are established to assess progress along the way. Immediate objectives may include client access objectives. Other immediate objectives may include establishment of a drying-out center or a half-way -house. because certain integrated service achievements are considered necessary before the longer range or ultimate goals are attained. A goal hierarchy conceptual framework allows for the evaluation of progressive changes along the way and shows a sequence of activity achieve- ments. We are assuming that if the sub-objective at the lower end of the goal hierarchy are achieved, then the progress accumulates and makes the ultimate goals reachable. It also serves to provide bench marks of evalua- tion during the formative stages and does not leave the full burden to outcome measures only. The accomplishment of four or five new service linkages, the reduction Y of multiple referrals, a drop in incidence rates are indications that the demonstration is working. The pay-off is in the outcomes -- were the social problems reduced? In goal attainment, for a program or a clinical case, barriers must be identified and alleviated. We ask, "What impedes the progress toward achieving our goals and hoer can the barrier be removed?" A brief discussion of barriers and how the Project has confronted the barriers follows: Local Government Acceptance This •potential barrier was recognized early in the life of the project, even before the application was written. Active collaboration of general purpose government at local level (i .e. , the county unit) is essential for approval of the project and in facilitating its start. Even more P y+p N ,4N7 `�i x"rai' it.$ a t 47hg (Y 'rft •3y �'f xi ;t x. 1�{#, ._ � ��t`�Y his,�`•�4,•�. �...` e z.._Y h�,:,-_'S}4L5 a!'.s�"��,�x..R. .tn ,foa.-7a�n r�.,€G�r.�`"..., r _ ....,. .,.,>Si° _ F ,•r .. ,'i.ne. .t°. .. .. ,;ti. .. ..S t `..t,,. 19. essential for replication or adoption on a county-wide basis is the continued support and interest of the County Board of Supervisors. This potential barrier is not a barrier when the project has properly organized the involve- ment of the county unit government. An 'important evaluative question for all Integrated Service Projects is: "If your project has not been considered as a significant local happen- ing which justified the attention of the County Board of Supervisors, where were' you hiding the little experiment?" This project in Contra Costa has continuously maintained political relationships with its local government and this expected barrier has not as yet created problems. Health and Welfare Agency Protective Reactions Every locality has its community of agencies; some are larger and/or more prestigious than others. Each agency generelly guards its own "turf," and steps toward centralized coordination are taken cautiously, and with. some suspicion. A new project can tolerate a certain level of agency self- protective hostility; but if the climate becomes antagonistic, then the integration project meets its potentially most destructive barrier. This particular project handled the agency self-protection barrier by taking a community centered social problem focus. Nearly every social problem cuts across several agencies and no one agency (health or welfare) is a central target for change. The project also involved the relevant agencies and programs in the planning decision-making process which tends to develop an open commitment rather than an undercover, resistance barrier. Professional Leadership Competition- In contrast to agency organizational behavior which may impede or , facilitate a community integration effort, there are professional leaders, usually the VIP's of the health and welfare community in all localities. % 20. The professional leader may be an administrative medical doctor, a politically based public administrator, or a popular, competent educator. These individual leaders in the health and welfare domain have earned their respective roles as well as the value of their assistance in building a successful community project. In the instance of this project, the significance of community professional leadership has been recognized and numerous efforts made to gain and hold their support. It is too early,to assess success in implemen- tatio'n. Linkage Barriers In the conceptual framework discussed earlier, the construct, integration target was introduced. Every identified integration target (for service • integration) has its own set of potential or extant barriers. In addition to possible organizational barriers in personnel regulations, policy inter- pretation or, fiscal limitations, the expected fears about change and dis- placement can be anticipated. In this instance, provisions were made ahead for charting the human relationships along with the revision of the or'qaniza- tional chart and the diagram of the integrated service system network. At the time of this appraisal , the Contra Costa project was at the stage of identifying target areas for service integration. Implementation of recommended plans was the initial phase and the linkage barriers would be appearing in the next several months. The Unbudgeted Public Relations Barrier An unexpected amount of top level project staff time (Principal Inves- tigator and Project Director) has of necessity gone into public relations and program interpretation. This excludes the organizational and coordinat- ing activities which are considered a part of the project development. This project has a small budget and a big mission. It has attracted considerable WN 44 21. national regional and local attention which results in unbudgeted time demands. Release time of staff for speeches, conferences, field visits, interested visitors, inquiries by phone and letter and evaluation obligations was not considered in the initiation of the demonstration. project and planned use of staff time. This is a common, unplanned consequence of an experiment which generates interest to other communities. To quote the project director, "There are times 'when I am so busy explaining what the project does that I wonder when I'll find the time to do what I say I'm doing!" This is a constraint which must be endured with higher productivity and a longer work week. It does raise the question of under what cir- cumstances can a $100,000 a year project be accept6d by a government agency if the Project is to have wide exposure and remain open for all the outside traffic,? The same overhead costs of responding to outside public relations and interpretation demands would cover a project responsible for $250,000 for operations. We found no ready answers for this barrier -- except to handle pressing public relations pressures as necessary cost of doing business-.-- Absence of Legislative Sanction The lack of authority or budget to achieve changes in a bureaucratic context is a challenge, to say the least. A high proportion of the people to be involved in service integration are merit system employees or political appointees who are accustomed to the channels and rules of a bureaucratic system. Resistance to change is usually met by the carrot or the stick approach or, even better, the combination. 44� 22. This barrier is one of the "givens" in a service integration program which cuts across a domain broader than the organizational unit' conducting the experiment. This particular barrier can be alleviated but never completely eliminated. The Contra Costa County Project has handled (up to the time of the first phase evaluation) this barrier with superior skill and effective strategies. For example, the Project recognition and award dinner meeting, held after the task forces had completed their reports with recommendations for action, offered, an opportunity for first hand assessment of a successful agency and community project's progress without the traditional authority. Without legislative sanction or money in the budget to use- for extended service as a reward to participating agencies, this lack of power can be a serious barrier. Rewards of other types must be used, and this requires considerable staff competence. The Double Messaqe Barrier This type of barrier affects the continuity of goals and objectives for an experimental project. It is a constraint which most governmental administrators have learned to live with in varying degrees of frustration. A project financed through a federal grant is under greater strain because there are no contract specifications to point to when the monitoring signals change. The project began as a pretest of the proposed Allied Services Act, encouraged by Federal and Regional staff providing the guidelines of January 1972. There wr-,�re no blue prints, much less a common conceptual framework for approaching an Allied iervices program. There are different perspectives as to what form this activity should take and also different perspectives as to goals and criteria for assessment of success as the ex- 23. perimental phase reaches closure by summer 1974. SRS personnel shifts, HEW Regional Office changes, the in-limbo status of the Allied Services bill as well as Title IV service regulations plus other uncertainties leave the project agency uncertain as to whose message is the right one to follow. The Contra Costa project has attempted to handle this barrier by pursuing its amended, approved project plan but with some uneasiness about differing points of view. Barriers to Quantification A sub-barrier under the above might be identified as impediments to # quantification in the evaluation. The critical variables for observation shift as the experiment becomes more developed and stabilized. In a longer time period, a more rigorous evaluation design would have been introduced after the integrated service mechanisms are operating at an acceptable level of efficiency, especially after a usable information system is available, f It might then be possible to approach an experimental design with some feasible controls by organizations or by target groups. Less sophisticated evaluation approaches have been used in the Contra Costa Project -- not because there was lack of research competence in evalua- tive research methods but because the phenonoma to be observed in the forma- tive phases of a project belonged at the soft data, qualitative knowledge level . We cannot quantify what we cannot conceptualize or count by defined units of service when common units are so limited, This barrier is a problem to be seriously considered when attempting -}moi 15�q�; ;s 4ex {: c�'h y '�°1.r;tl✓. 'jfh` 'p ; `Pt431 '^,f "i# 1 a..=',p:: 24. to design an evaluation or to assess an evaluation design. il The Barrier of Time Limitation Launching an experiment which invades numerous segments of a community cannot be visualized as turning a faucet of water on and 'then off. This is a type of social intervention which is to bring about a, planned change in service delivery and which must affect health and welfare organizations , the people who are to be involved and a target group of beneficiaries. The short-term, time limited project must proceed as if it expects to stay in business and build on the developmental work which has gone into the establishment of the project procedures. The experiment then never approximates the reality of a true experiment because all the actors in the picture are constantly reminded that next year's funding may be cut off or some projects dropped before it reaches ti the stage of incgrporation into local funds. Different model s' fol I owed by the demonstration communities, the differing community contexts and other varying factors determine the length of the testing periods. These time periods should differ among the projects. This project will continue to face a problem with the time limit barrier because of its half-year delayed start (for unavoidable reasons) which leaves the project with only six to eight months for implementing its social pro- blems service integration. It is doubtful if the time los-4 can be overcome by a May or June 1974 time point in the Contra Costa Project. These barriers, the descriptions of each and the effect on the Contra Costa Project have been offered as an important segment of the qualitative assessment of the progress of the integrated services experiment in that county. 25. Section III Material for this section of the Contra Costa County Integrated Services Project was drawn from a variety of sources: Interviews with staff and others closely associated with the project, observation and participation in project meetings , official reports from 1973-74 County Budget Message, the comprehensive Feasibility Study Desinn of the Allied Services Project, two Project reports describing the status of the demonstration, nine field visits by the evaluators and two trips to the University Research Center by the Project director and two joint Regional (IX) Office conferences, some 12 to 15 telephone conferences including Region IX calls for monitoring purposes, and finally, a review of all files and records including 19 subject files with agenda, minutes, progress reports, work completed reports, project manual etc. One purpose of reviewing all records was to validate the management and performance objectives set up for evaluation in the -initial phases of the project operation. The brief, summary evaluation which follows was based on extensive qualitative review and analysis and is reduced to a rating assigned by the evaluator. The assessment of objectives reflects the informed opinion of the evaluator. The management by objectives evaluation design during the developmental , planning phase through November 1973 covered five major areas, each with sub-objectives. I. Program Objective I - To accomplish. the necessary administrative priorities for launching the project, . 26. C) 0 cu 4J 4-31 •f- f- -W C� -P I (A > cu ci M I CU r- .010 0 a) a) r- -0 rd 4J CJ S- its Vf r- 1 01-- o) to a 0 .1- -0 -0 .,- ci S= > :�: ;:; S- 4-,$ 4J to -P r- 4-31 4J S- 4J 'a 4J $- -P CJ CJ M-� to 4J w to u +-, , =5 to C: Ln CJ = r- S- 0 M VI (u u - U- w ro 4- = u S- > to L't X-0 Irl O w w 4j (D O (D 4-3 n cl to --Z at u V) 0_ EF -0 >-,M 'o w 0 C-4J MLO S-- 0 1--?-- a r-- S.. 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'�&£;Y�l'„a-�t �,§,tt 4��'^p,i.,�. .��yaa• t..n�•t' E4 �;�':t '�a xi`°x'�� � `'t�;�'.S'„�"��' ..'h "��"t,.� � ,f' �"�^7 y1• Yr�.�..�r,�- :ti.a't �xk�.... :•�'� . r' F• 'K ?a`s.� s *r "ti "7t4�'"- i i '� 8-. 3 Y�"2C i1 C1 y • jt Objective III To establish citizen-agency groups for analysis ,of Allied Services Act and legi4lati,ve- ' community support for Integrated Services Sub-objective Target date Level of achievement Comments kY met (1) To establish a task prompt low high The report of the task force 'for policy 3 4 force - Analysis and • <r analysis and follow- Recommendations of the through Allied Services Act is an outstanding citizen r (2) To make report on prompt low high group product. It behalf of project 1 5 represents a sophisti- cated analysis from a >a local point of view. (3) To sustain local continuing low /high At this point in time interest in `�1 '-2� 3 '�4 _5� the strategies are planned supporting an and individuals are assign- Allied Services ed to keep contacts with Act and/or legislative designated = ° continuing imple staff. Such strategies .. . . mentation of project should be effective. results in the • county ko SLY Objective IV To explore and develop plans for a Management Information System which will eventually x serve as a central integrated human services data system Sub-objectives Target date Level of accomplishment f comments met �Y t (1) Exploring possible partially met low high For awhile it appeared design for purposes ` 1 2 3 4 5 that Texas Instruments defined offer plans for assess- ment and design. Considerable time invest- ment by Director but �t financing is a problem. (2) Develop Case not met low./ high This sub-objective appeared r Management System 1 2 3 4 5 in the earlier proposal s centered in but has been dropped f welfare program for reasons outside control of the project. (3) Survey of informa- very prompt low, ✓high Project has sponsored a tion needs of Human T 1 t _277-1 4 5 management survey to Services "Umbrella determine what could be Agency." done within the large multi-program agency to consolidate and inte- grate the information functions. This appears r to be a logical first step before re-negotiating with Texas Instr•uirents or other systems firms. w . o I' �i I� 7 , vt t ' Objective V To conclude planning phase with community task force reports, social problem analysis, completed needs and services inventories, plans and strategies for implementation y Sub-objectives Target date Level of accomplishment t Comments . met (1) Recommendations of very prompt - tow ,thigh The groups (on volunteer task 'force groups for � 1 2 3 4 5 basis) were .hard-working, integrated service t:ell informed, and did a implementation good job in keeping the { involved agencies (schools, etc.) informed on the targets for integration. By the time the reconrienda- tions were out, the admin- istrators or program people • who were expected to imple- ment the recommendation h knew in advance what would be expected. J ��rrY (2) To write the continuinglow high The reports with the work plans for a r-1.-- 2 3 s -r— --r--� p p 4 5 recommendations for the iz each set of four selected social integrated service in process problems are in various recommendations levels of specificity. .. ! Action guidelines and work plans must be developed. w for each before implemen- tation during the next several months. ter: q Lt'K-s RFs ,ltn s �,..y, m x �'lr ,�,€•t�aLr''�""� P s?a*�i�-�i?�'1.'�7E'.'� a v t r f ! � ,•� x � r 4 f Appendix �� � 7•� �, is t, �b F is { T s + 1 �Y 3 x � r r - • c ?3 j� 1.K.'a'"�s . }.�.�x;��a4 F, � Pi � t� � 3�x .4"3�t "°4..i .5.,4� 't"z,�ZE a#•$„ � g s-r, {.-'{ Y s fi� :;,'�,�'�+�.�i3s x a „_��,g�... i T� ��.,3 "rs,;' ,t"SY � .'i...�. , l..,axN'ti�i FF�^ -�. rtY;;R, .,c.'a Y�4a �p z..�x�jAP z�..y:F3'�.k �.p{x,..€�t�+`�c S.R i%�`� �t:siv.:`�kI,�S�.t.��S..• �3�ri;,P.};y '�" sb,� �$ �,L � ?s%t`.; '�}� •�� ���i"� k� (i *1� vi+ 31` "r7 "si: ;3?��.`t��„ , sx�•+�t��,",�,i.�^ -^�37 m'M+.� 4+a tib �-v � -. �5 3�i� s#,��Cf'4`;'s��• ,, �E "�k�a. "-�i t�¢�`ka ��# ��. �a d�x4� 3 i �'�.+ � �i'° �` a„° d�• r ,R�v :� moi" ,�S,KK ��':3 a u :c R Its MIT !'Work ScheduleXv 5.. Copy W � + � v -Awn N4� M � 5 now MAY g r Y , a� , it K} � a1 ' '�.xi #5 ✓ i .r =yany r i s� ,� 1,. � '+R ii T+� ; � t,<1 � �? `` �;,�, k;v�. 7"" ��9 �`R`£ �`•, ii l `a`��� r 5 • 4t ♦� �.; y� r � WIN r d:;s�>u �:+�•�-3�r�..'�.3+^tj }i,'at:±.a.�.Yf Ep�'i'�sILT,r' � 1;�.o�.x&r�9'"�L . #'tis',.;`�>;.,�..:. y�'d<x .::4,r. �,.�'1r tom.;. �„� �'a�' J�'.'�^'��`y�R,-'°,•, .c. E�.T�''. .:3 t�$_•��ixf��#.� -mF..h t�ytl a:�.'r ��..��g+'+.'�tl`5�.�,"�4,'t7: P*� 6f..Jx �#�...s.v�„*;�. � • WORK PLAN Goal - Three Year ' The alleviation of social problems through the design and 'implementation of an access, linkage and follow thru mechanism which coordinates separate agency services to focus on specific social problems of the community. r Goal - Planning Year To design an access, linkage and follow thru mechanism which coordinates separate agency services to focus on specific social problems of the community. Objectives: In order to reach the above stated goals, we have• set four major objectives . to be achieved. They are: -• 1. Establishment of Planning Structure • 11. Utilization of .Social •Problems Approach 111. Development of Evaluation Procedure IV. Design Management Control System ' Within each of these objectives are identified activities which are to be accomplished within a time frame. In accomplishing these activities, the goals and objectives of the project will in turn be achieved. • .* ryu� � x t •.: ;_ S '� ,-sxf t x. \ } r a` t 1 s- t:... }s , u s...r.. } �9.i Ryr2x 3•"� §e."';ls�r. -, Z'.Y s.K+" .r.b�r �r M, ,4 �.{• �.,,;.:s.- �.�'.,5. 'r.�r... .f..�/mr4 t p a....r.x > *- Erx -,..t +-• r� 4 .. t - a• (' y '4� ..+,#irr+ \i ...Y:S Vi 1.3'_x q:1.. -y!�`t415'Jl.u..r: �`(� S_3,. h! ..4 .#'��j7z:�.b Y.. '3+•�-V � E '.•.. j. �:4:.� T.;�'••1f�.:�i-��.��k• f._i: :Q;? \•;^l '.Yw 1. rY:J L �. _n� ..t l\i7;"S$, t��•S'R, ��-- 5d :.,,,�'•,,.,.2 L .,�„-tl � ,`.-t'r ^+5;..,5,..w.?;��"� �pjr� :.r� g3k "^a,�. '.m•.,n° ..;���,d ✓- � , r .t:.,�Ats�, r},jC 7"� .�r�+`•. v"'�`'. -t1 FNr�r,:''z" �,Ad" � t r. �s^5;e1.� &§�"' Ems„,s. .�� ',t" s�ira� + �Y;�:''t L .0 �3 •r*.F. s -• ��^"yr.�,;�a�, lan�`:*Ef - - — -._._. _.. ..--•-- ' CHART I . - •PLANNING STRUCTURE. : ;. . Authorization of Board of•Supervlsors • //////// ` -Endorsement of Model Cities Freparation of Grant Application //////// . � • Develop Job Descriptions ' //////// /////// �r Selection of Project Staff =k Administrative Support•(tpace;.equfp..'supplies) ,dvance Meetings Work Group � /////j// //////% //%//// CE--clop Work Plan - ' /////// /////f// !//I •f Develop Board ,Develop Commission J1,. ! . Develop Project'Planning • I/// /// 3i. Develop Task Forces Conduct In-Service:Training Develop Forms & Manuals Public Infarnation •/// /// Job Development s Second Year Staff /////// /////// OCT. ROV. JAN.. FEB. MAR. AOR. F MY JU�E F-JULY AUG. I SEP. . _�= '1972 1973 � _-- -• ----. ..._— ��. CHART'II SOCIAL PROBL84S -Develop Problem Criteria `Problem Identification Problem Selection Problem Analysis 'r Resource Assessment ; ; { • , ///!// /// ' Goals Formation 'Identify Program Arens = Linkage, Cooraination, 'Access . Inter-Agency Negotiations • i //// /////// /////// k7"11.Program Development Recommendations Submitted k Involve Other Geographic and/pr-Service Areas Second Year.ProposalOCT NOV DEC, -JAN. FEB. )�R. MAY JUNE JULY AUG. SEP. OCT. ,• . 1972 1973 ii �i ,y CHART III • _ tVALUATION PROCEDURE' f, y4� ' a r • ss Selection of Evaluation Consultant' lIl! k First Year Design Evaluation Submitted Evaluation Progress Reports: �� , 11/1 `: y Organizational -Progress Evaluation s •' 11111!/ IJJI/JJI Il/I>/I 1!1!111 1111111 /VIII llllll /111111 IIII/I/ 111111 /!111!1 !/ • • i;. 'Iarrative Project History i %llllll 11!/111 111!!!1 1111/111 I1I1/ll 1//ill !!Illi! Il/t/t llllll! 11111th //1/!I/ 11111/ eiarterly Reports •j !!/ !l!• !!! /!! f rst Year�'Projedt Evaluation Report Submitted "" econd 'Year Design -Evaluation Submitted 1111 r 1972 1973 . . . 1. _ .. s' _ ' ! xr€ . f CHART IV ------------ MANAGEMENT CONTROL SYSTEM �=_EVELOPINENT OF INFORMATION SYSTEM: Selection of the SystPan' 1111 1111/// System Design 1111/!/ Form Development 11111111U11111111111 µM Establish Information System. Complex. Corrective Adjustment Phase DNELOPt:ENT OF CASE MARAGE101T•APPROACH: Review of Available Approaches ;� 1111 1111/// 1111/// 1111 - , Selection of the Approach Design:of System - is . "• .. "{ '10EyELOP,7ENT OF IMPACT AKALYSIS SYSTEM: Researcir and Development pW. FEB. �M. 7�9. RXY JUNE JULY AUG. SEP. ,• ' •' 1972 = 1973• t - II ALLIED SERVICES PRE-TEST PROJECT PLANNING STRUCTURE' Attached is a chart indicating the •planning structure and decision making levels -_ within the project. In order to understand more clearly the composition and responsibility of the major groups indentified in the chart, the following outline is presented. Allied Services Board: The Allied Services Board is composed of the-principal executives or their designates of the major governmental entities and agencies involved in the project. Proposed for initial membership are: County Administrator Human Resources Director County Probation Officer Richmond City Manager Chief, Richmond Police Department Superintendent, Richmond Unified School District " Model Cities Director, Richmond Model Cities Allied Services Project Commission Chairperson The Allied Services Project Director will serve staff to this board.. Membership on this board-will be open-ended and •additional members can be added as needed during project development. The functions of the Project Board are: + 1. Provide the basis of authority for the project. 2.. Approve the purpose of the project. • .3. Accept responsibility for follow-through of the project. 4. Provide the project with staff and other resources. 5. Accept responsibility for interpreting the project to the community and respective agencies and governing bodies. 5. To review and approve the final planning proposal with concurrence of the Allied Services Commission. Allied Services Commission: The Allied Services Commission is composed of individuals who meet one or more of the following criteria: 1. Knowledge of the project area. z x .,., :.a+e;i ,...�',: , ,., , r. .:x., tt. y:r-r.... ,, i... .-..s.. ."ri�'k. .�saK ...r;aXc°,sy.dFrx 4',:a t '4k�%�.��y.a L''i,.k ..Nr'n,�r •Tt�.'—W, 4.�. 2. Representative of low-income or minority groups. 3. Member of a voluntary community based organization. 4* Member of.,community civic organization. 5. Community groups or programs representing special consumer interests , e.g. , Title I , EOA, I Sen I ior Citizen Council , Developmental Disability Council , etc. The Allied Services Director serves as Staff to this commission. A wide range of organizations will be asked to name individuals who will be invited to accept appointment to the Commission. Expansion of membership to'accommodate county-wide involvement will have to be dealt with by the Commission as the Project develops. In order to facilitate discussions between the Commission and the Project Board it is suggested that the Commission create from its own membership a small executive committee which can serve in this capacity. Members of the Commission will be asked to except substantial responsibility for serv- ing on the task forces which will be created to work on various aspects of the Project. The functions of the Commission are: i. Participation in all planning and operational activities of the ProJeqt. 2. Review and approval of all material generated by the Project • Planning Group (see below), task forces and staff. - 3. Serve as liaison with all parts of the community. • Task Forces: Task forces will be work focused groups described and appointed as the Project develops. The membership will be selected from the Commission, the community at large, and appropriate service providing agencies. The results of their work will be forwarded to the Commission and Board .for review and approval . The Allied Services ProLect Director: The responsibility for overall direction of the Project has been delegated to the Allied Services Project Director by the Director of the Contra Costa County Human Resources Agency who is the nominal Director of this Project. The Allied Services Project Director will provide over-all direction and management to the Project staff consisting of a Social Planner, Programmer Analyst and a Community Participation Organizer and, through delegation to & the Social Planner, provide overall direction and management to the Project Planning Group. , The Allied Services Project Director serves as staff to the Allied Services and Board and Commission, The Allied Services Planning Group: The Allied Services Planning Group is composed of: 1. Individuals having administrative and/or planning responsibilities in each of the affiliated agencies and organizations. ! 2. Representatives of the Allied Services Commission. 3. . Staff persons from affiliated agencies/organizations and others who are selected on the basis of special knowledge or expertise. The responsibilities of the above members will vary depending on their time commitment to the project. They may serve in one or more of the following areas of responsibility: 1 . Consultation to the Project. 2, Liason with the Project and their respective agency/organization. • 3. Task work related to the Project ' . The Social Planner is delegated to co-ordinate the participation of each of the members in relation to the planning group. The over-all responsibility of this group will be to initiate and maintain the planning process of the Project through the first year. n,k ".',i t ,', t,: S ,ay ._. '.4',`!r ' 7 `) :�n+. a. X t p(,r ,s n Y w..+€.."sY;,` .•. "w_z4''.Y..�i,w+r�L'h'Li kkq':;1.a,� ,::•,..�:{.,. fiis=t��f1�.�.�'lr°Y�,s�:�,w,�.u�`tJYe�:''�tii�x v'u ,{.:.+_t•�,,tx.: l�d.X:w„'if ..a t.+*t�`.°h Y �'�k�3�yr`." stt,Yx,."�°.r:y.�^�,�'•°ks,:+s�'�,�•, iksT�.`}.� r�*-��s`�w•� �".r�.s,ro.. i O p�sio� ALLIED SERVICES PROJECT - Levels of Decision-Making kP �Pc� s ad��49 - 4 Board Board City Model of of roc�dv Supervisors Education Council Eoa�ds LEVEL i t �P i Director. il ! Human Resources Agency Director Allied Service Allied Services Allied Services LEVEL ! i '- Pro•ect Board -spa Commission .001 . r Community Social Data Secretary ? `�• �/ Part.Orq. Planner Analyst ' Allied Services Project Task Forces LEVEL I I Planning Group = Authority Relationship (flows down) = Advisory Relationship (flows u ) k E In the Board of Supervisors of Contra Costa County, State of California January 18 , 197-7-- In 97-7-.In the Matter of Allied Services Commission Final Report. The Board on December 21, 1976 having approved the recommendation of its Government Operations Committee (Supervisors A. M. Dias and E. A. Linscheid) that the Allied Services Commission Final Report be referred to the full Board for consideration in 1977; and good cause appearing therefor; IT IS BY THE BOARD ORDERED that said Final Report is REFERRED to the Internal Operations Committee (Supervisors E. H. Hasseltine and N. C. Fanden) to be considered in conjunction with the proposal for a comprehensive human services planning and decision-making process (referred to said Committee on January 11, 1977). PASSED by the Board on January 18, 1977. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc: Committee Members f,./, - Witness my hand and the Seal of the Board of Director, Human ;_rte Supervisors Resources Agency affixed thisl8thday of_ January . 19 77 County Administrator Public Information Officer �p J. R. OLSSON, Clerk By L . Deputy Clerk Helen C. Marshall H-24 3/76 15m ,,- ��. i r f ` I a In the Board of Supervisors of Contra Costa County, State of California December 18 19 Za- fin the Matter of Providing Stipends for Members of the Allied Services Commission, This Board on October 23, 1973 having adopted an order approving an Allied Services Commission, approving appointment of the members thereto, and providing for stipends for members thereof; and Said order being unclear as to the intent of the Board in relation to said stipends; and It being the intent of the Board in taking its October 23, 1973 action that the stipend of $14 be paid for attendance at Commission meetings and for attendance at meetings of task force groups comprised of Commission members for all such meetings held in the fiscal year 1973--1974, said stipend being in lieu of travel expenses; and NOW, THEREFORE, on motion of Supervisor E. A. Linscheid, seconded by Supervisor J. P. Kenny, IT IS BY THE BOARD ORDERED that its October 23, 1973 order is AMENDED to clarify the intent of the Board as hereinabove stated. The foregoing order was passed by the following vote: AYES. Supervisors J. P. Kenny, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: Supervisor J. E. Moriarty. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc: Director, Human Resources Witness my hand and the Seal of the Board of Agency Supervisors Director, Allied affixed this 18thday of December , 19 73_ Services Project .JAMES R. OLSSON, Co ty Clerk ���� Auditor-Controller Administrator By k4 -_� Deputy Clerk L. Kincaid H 24 5/73-15M CONTRA COSTA COUNTY F IV ED - � RE 8C 171973 officeof IN THE BOARD OF SUPERVISORS County Administrator OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA October 23, 1973 In the Matter of Approving ) . Allied Services Commission, ) Approving Appointment of the ) Members Thereto, and Providing ) for Member Stipends. ) Mr. R. E. Jornlin, Director, Human Resources Agency, having submitted an October 16, 1973 memorandum report (a copy of which is on file with the ,Clerk• of the Board) , reminding the Board of its prior approvals of the Allied Services Program in Contra Costa County, recommending approval of his appointments to an Allied Services Commission established to study problems of special interest to the Board, and recommending further that each member of said Commission be provided with a stipend of $10. 00 per meeting, as permitted under the provisions of California Government Code Sections 31000.1 and 31000.2; NOW, THEREFORE, on the motion of Supervisor E. A. Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that the recommendations of Mr. Jornlin, including appointments of the following persons to the Allied Services Commission, are hereby approved: Mary L. Blackburn (Parliamentarian) Eddis Harrison 2288 Fulton Street 5320 Rosalind Berkeley, California 94704 E1 Cerrito, California 94530 Bob Clark (Vice-Chairman) Ethel Hasmann 2710 Wiswall 4113-A Macdonald Richmond, California 94804 Richmond, California 94804 Kagey Dorosz (Secretary) Ethel Holmes 320 - 13th Street s 462 Spring Street Richmond, California 94804 Richmond, California 94804 Willie F. Dorsey Myrtle Hunt 513 Grove Avenue 449 South . 7th Street Richmond, California 94804 Richmond, California 94804 Ethel Dotson Richard A. Kelley 2800 Mission Bell Drive 1020 Nevin Avenue San Pablo, ' California 94806 - Richmond, California 94804 Manuel Estrada Juanita La Beaux 1234 Nevin Avenue 745 South 14th Street Richmond, California 94801 Richmond, California 94804 1 Hazel Hall Perkins A. Lovelace 245 South 7th Street 449 South 17th Street Richmond, California 94804 Richmond, California 94804 Ruth L. Hansen Charles Mason 1100 Roosevelt Avenue 1595 Jade Street Richmond, California 94804 N.' Richmond, California 94801 Frances McDaniels Betty Stiles 5990 Rose Arbor 71;0 Hancock Way Richmond, California 94804 Ei Cerrito, California 94531 t �I A. Donald Miller, M. D. Charles Wilson 23rd and Garvin 2288 Zulton Street Richmond, California 94804 Berkeley, California 94704 Ada Pierce Isaiah Winn 1616 Jade Street 705 Harrison Drive N. Richmond, California 94801 Richmond, California- 94804 M. M. Snodgrass Hyman Wong (Chairman) 4505 Macdonald Avenue 2832 Oxford Avenue j Richmond, California 94804 Richmond, California 94804 Alternate Members {f Zelda De Paoli 1714 Harrald Street Richmond, California 94}804 Dorothy Hackett 1 4511 Escuela Court Richmond, California 94804 William Hall 245 South 7th Street Richmond, California 94.804 IT IS BY THE BOARD ALSO ORDERED that the County Auditor- Controller is authorized to pay during the fiscal year 1973-1974 to each of the aforesaid Commission members a stipend of 510.00 for atten- dance at Commission meetings and for attendance at meetings of task force groups comprised of Commission members, said stipend being in lieu of travel expenses; IT IS BY THE BOARD FURTHER ORDERED that the total of the aforesaid stipend payments shall not exceed $2,500.00 for the fiscal year 1973-1974, said sum being the amount allocated for such purpose in the federal grant for the Allied Services Program. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: Supervisor J. P. Kenny. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. 1 Witness my hand and the Seal of the Board of Supervisors cc: Director, Human Resources affixed this 23rd day of October, 1973 . Agency W. T. PAASCH, Clerk Director, Allied Services Project Appointees c/o Director, Bjl�ge" Deputy Clerk Allied Services Project Na y graham County Auditor-Controller County Administrator i County Counsel a l� 0)Xw?'-V/7.3 1 f{ In the Board of Supervisors of Contra Costa County, State of California November .26 , 19 Z3- In the Matter of Acknowledging receipt of Progress Report on the Allied Services Project and endorsing a Feasibility Study Design, The County Administrator having submitted to the Board a progress report on the Allied Services Project in Contra Costa County and a Feasibility Study Design dated October 31, 1973, reflecting the plans and concepts for the second phase of said project; and On motion of Supervisor E. A. Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that receipt of aforesaid progress report is ACKNOWLEDGED;and the Feasibility Study Design is hereby ENDORSED. The foregoing order was passed by the following vote: AYES: Supervisors J. P. Kenny, J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: None. hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc• Human Resources Agency Witness my hand and the Sea[ of the Board of Allied Services Project Supervisors Administrator affixed this 26th day of November 1973_ W, T. PAASCH, Clerk By J . Deputy Clerk Lourette Kincaid H 24 5/73-15M t+ �s. ii CONTRA'COSm COUNTY, ALLIED S E R V I C B S `F. R O J E C T l 1"RJECEIVEMI. NQY -1973 W. T. PAASCH, CLERK'GOARD'9F SUPERVISORS ONT'RA STA 4 BY Deputy r. ii INTRODUCTION As a result of a request for additional information, the following pages describe the activities of the Allied SOrvices Project for Contra Costa County, California, and include a detailed work plan with specific products to be developed noted. Briefly, though the grant award was made in July of 1972, actual activity on the Project did not begin until December of 1972, due to delay in administratively gearing up for the Project. Though this has resulted in an accelerated work effort on the Project's part, it is estimated that full implementation will be completed by June 30, 1975. It will involve the expanded integrated effort of the Human Resources Agency as the prime integrator, as well as a coordinated de- livery system with other identified agencies within the community, the emphasis being on efficiency and effectiveness resulting in an improved human services delivery system. For further information regarding this Project, contact Mrs. Judy Ann Miller, Allied Services Project Director, Human Resources Agency, Contra Costa County, 651 Pine Street, Martinez, California 94553, telephone number (415) 228-3000, extension 2921.- 2 - DESIGN OF A PRE-TEST OF THE ALLIED SERVICES ACT PROJWT SUMMARY I. PROJECT BACKGROUND The Department of Health, Education, and Welfare has identified the fragmentation of human services among a variety of agencies, profes- sions, and governmental systems as one of the principal barriers to the achievement of maximum effectiveness in the provision of those services and maximum efficiency in the utilization of available resources. It is recognized that this fragmentation has resulted from the combination of influences, including traditional organizational patterns, categorical funding systems, lack of flexibility in responding to community needs, continuation of irrelevant or ineffective programs, etc. In an effort to deal with this problem, the Department prepared and introduced the Allied Services Act. The Allied Services Act is intended to encourage states and local communities to examine their existing human services delivery systems, with the goal of making them more relevant and effective from the client's perspective, and to determine the extent to which inte- gration and/or coordination of services could further achieve this goal. Additionally, to insure that the services are cost effective, the component r� - 3 - of efficiency of services was included to insure that the provision of service is done so as to minimize unnecessary duplication and overlap of efforts. To enable the communities to do this, the Act would make money, available for broad-based planning at the state and local levels and would permit greater flexibility in the allocation of funds and design of administrative structures. The Department also recognized fhat many of the implications of the Allied Services approach were unknown or unclear. it established a demonstration program for testing the concepts embodied by the proposed Allied Services Act in communities across the country. Contra Costa County was chosen as one of the sites for this demonstration. In November of 1971 the Social Service Department, Contra Costa County, in conjunction with Richmond Model Cities, developed a limited services integration pro- posal for submission to NEW. During the final development of this proposal for submission, two important events occurred: On the national level, the anticipated introduction of President Nixon's Allied Services Act of 1972, and on the County level, the creation of a Human Resources Agency, which consolidated the County Health Department, Medical Services, Social Service Department, and Mental Health into one agency. As a result of these two events, as well as because of the history of coordinated activities between the County and the City of Richmond, Contra Costa County was approached concerning the possibility of expanding its limited services proposal to incorporate the design of a pre-test of the Allied Services Act. - 4 - Contra -Contra Costa County accepted the expansion of this proposal and, as a result, a grant of $111,205 was awarded on July 17, 1972. The months between July, 1972, and December, 1972, had little activity in regard to the Project, due to a change in proposed Project staff and the need of the County to re-examine its emphasis in this Project because of a resulting • closed-end services appropriation and the concern that Model Cities may be phased out or eliminated. These factors not only had a bearing on the direction of the Project, but also on the ability of the parties in- volved to provide emphasis to this Project while faced with an impending crisis. Nevertheless, in December, 1972, the Project Director was brought on board and undertook immediately to expand the original proposal to be more reflective of a project impacting on national legislation, as well as insuring that the Project acquired its additional staff. The objectives of the pre-planning period werer (1) To more clearly identify those locaZ service agencies and representatives of the community who were going to work conjointly in developing an improved services-delivery system. (2) To design a planning structure with an expanded work plan to facilitate the above objective. n i - 5 - i In accomplishing the above objective, two working bodies were formed, the first body given the working title of the Allied Services Board. it is comprised of agency heads or their designated representa- tives, and .includes both city and County service agencies. These include: A representative from the County Administrator's Office, the County Pro- bation Officer, the County Medical Director, the County Health Officer, the County Social Service Director, the County Human Resources Agency Director, the Assistant City Manager of Richmond, and representatives , from Richmond Model Cities, Richmond Police Department, Richmond Unified School District, as we-Z1 as the Chairman of the Allied Services Commission. The functions of the Board are as follows: Policy-making for the Project and as the basis of authority for the Project. The second body, given the working title of the Allied Services Commission, was made up of citizen-representatives from those civic organi- zations representing special interest groups, low-income or minority groups, or voluntary organizations, with the responsibility of participa- ting in all planning and operational activities of the Project and review- ing all material generated by the Project. To enhance the planning effort of the Project, a Project Planning Group was developed, under the direction of the Project Planner. It is comprised of high administrative staff from each of the participating agencies. Additionally, to provide back-up support to the Project, the Program Planning Division of the Human Resources I° l III I 6 - Agency was designated to fulfill this role. It was recognized that to insure complete involvement of both the agencies and the citizens, Task Forces, staffed by the Project Planning Group members, would be comprised of members from the Commission and representatives from the Board and should be work-focused groups designated as the Project developed.. With the identification of the working components, a design of a planning structure to create these components and a work plan which indicated the activity planning needed to be established. This was completed in March of 1973. All the above was done with the assistance of a technical sub- committee staffed by members of Richmond Model Cities and the planners from the Social Program Planning Division of the Human Resources Agency. II. PROJECT APPROACH In designing a pre-test of an integrated human services delivery system for our community, the immediate issue is: How can a planned approach be developed which will be manageable and achieve success? It was decided that in order to avoid going off in all directions at one time, dissipating energies and resources, a manageable focus should be developed which has the possibility of showing measured success. Given the time restrictions, the delay in the Project, and with the knowledge that other projects were concentrating on needs analysis, the Project • . - 7 - decided to, in conjunction with input. from the Allied Services Board, 1 Project Planning Group, and Allied Services Commission, develop a consensus listing of social problems in the community in which it was felt, on the basis of the experience of the agency staff and the needs of the community, that the impact of services integration could result in possible alleviation of those problems. After much negotiating between the bodies identified above, there was agreement to concentrate the efforts of-the Task Forces 'on the following problem areas: (1) Substance Abuse (Drugs and Alcohol); (2) Child Care; (3) Services to the Elderly; (4) Career Development Alterna- tives; (5) Legislation. The Task Forces met in relation to the above problems and were provided with data from (1) Project staff, (2) Expert Witnesses, and (3) external data resources (position papers). Their activity culminated in the presentation of five reports recommending changes in their given areas toward better services integration. A summary of the A•IZied Services Project recommendations is attached. (For the complete recommendations, refer to the Feasibility Study Design pro- posal.) The main focus of the Project between November 1 and June 30 will be to serve as an integrator unit. Our two major roles will be to continue workking to obtain results of the first-year effort and, secondly, to serve as resource to assist the integrating process within the Human Resources Agency by identifying various integrative opportunities. - 8 - In its primary role, the integrator will serve as a coordinator between the HRA, the Allied Services Project, and the community at large. In this role the integrator will contribute to the coordinating activities which lead to integration of direct services. In obtaining said results, the Allied Services Project shall designate the Program Planning Group as the focal point for refining recommendations, assessing their feasibility, and facilitating the imple- mentation of same. To support the Program Planning Group, a group will be formed at the department level and be denoted as the feasibility team. The team will be composed of department personnel nominated by the department head. Ultimately these team members will be involved in the implementation of the recommendations in their respective agencies. The Program Planning Group will conduct monthly meetings to review planning integration process of each of the participating eight agencies. The Program Planning Group members will apprise the Allied Services Commission monthly on the progress of the feasibility teams. The Allied Services Commission will serve to guide the Project in terms of community feedback. The Commission will form monitoring - 9 - teams to oversee progress in the five. areas of recommendations. The monitoring teams will communicate directly with cognizant Program Plan- ring members. The monitoring teams will collect data on a systematic basis for evaluating progress and providing feedback for appropriate adjust- me ts. djust-mems. Concurrent with the Project's efforts, the Human Resources Agency is conducting a management survey at the direct services level, which will provide additional information as to pathways to services inte- gration. The Human Resources Agency is also having discussions with a private firm aimed toward the development of an information system, which has been identified as being at the core of efficient and effective services delivery. Staff from the Human Resources Agency are at present making a systems analysis to determine its needs in this area, and it is anticipated that their final report will be used to insure that the infor- mation system developed is commensurate with the needs of the Agency and responsive to the concerns of the community. Attached is a PERT chart which indicates the sequence of work effort between November 1, 1973, and June 30, 1974. I i. 1 .FB x'• r - ,�. *";: ? Y3' ",�, ., -¢" } -' #"' x - L5 4 4 x Wl y SUMMARY OF1 THE ALLIED SERVICES'PROJECT RRCOMMENDATSONS n z. a s w y } z ' sn - t 7 4� ya 'h'+�zY.v vR.•y , .. ,. + ,.... <:�,:-i+'tw''.',��i,e.3N.,.iai'"rx.�� "�.+'�''=a' ?�"' .�''f�-l{�. .. r�&c'aL�c+.'.:'wv'-tk,.aa�,..'8`$'.���.? w✓as're�ee�'.�`�'��'�w a.+' w.:':':'`.3.�._t��+u�F�..�� `�2'`.'a'��t SUMMARY OF ALLIED"SERVICES PROJECT RECOMMENDATIONS The Task Force on Substance Abuse observed that the cost of treatment can be reduced substantially by consolidating treatment services in the City of Richmond. They recommended an integrated approach for early identification and treatment of substance abusers, including the initiation of diversionary system to reduce the entry of less serious cases into the criminal justice system. The Task Force recommendations concerned with problems of the elderly emphasized the need for coordinated specialized services to the elderly citizen. The primary need identified is to provide a focal point of service which the client can identify with. The recommendations called for simplifications of intake procedures and improved quality of substan- tive services. The recommendations of the Task Force on Child Care were involved with maximization and continuity of preventive health services. They urged a cooperative activity of all relevant services, including health and after- school care. The Task Force's primary concern is with developing a clearing-house of information which provides data on various types of available child care facilities. Additionally, they urged that this be augmented with a system for managing the after-school activities of older children. it 'I - 2 - The Task Force on Lack of Career Alternatives concerned itself with youth who are leaving school without entry level employable skills and career direction. Simultaneous with the establishment of this Task Force, the Richmond Unified School District was awarded project funds to deal with this problem in the Task Force deliberations. It was decided that, in order to avoid overlap and duplication of effort, the Allied Services Project would support the school project. This will also allow for the integration of public agency services with the Career Education Program. This recommendation is already being implemented. The Legislative Task Force reviewed the proposed Allied Services Act of 1972 and suggested modification in several areas. The Task Force was principally concerned with the centralization of authority at the state level as provided for in the Act. As an alternative, they suggested a grass-roots focus to improve service delivery. The Task Force proposed that the focus of administrative authority be at the county level and that the county provide for a governance structure which allows for a broad- based citizens' participation. This Task Force will remain active to develop communication and influence the legislative process in relation to the legislative barriers identified by the other Task Forces. i .1 i ' f � •I h '1� � � �•^«. ;w•~•mow « •.w�w• :�► � n i'�, n �.�n,4a •w Vis• ; G.1 �' � �� w G w w 0^ w r •q o x sk � 9 t c< x w �� 6 M1•O• M • n 9~ A4 • x �• XV o n r Y w s ,0 w M w 444 4 " n � i r w R .4 = w v • n w i r� 4 C j O j r � � w • r D 1• • N� 1 ` IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA October 23, 1973 In the Matter of Approving ) Allied Services Commission, ) Approving Appointment of the ) Members Thereto, and Providing ) for Member Stipends. ) Mr. R. E. Jornlin, Director, Human Resources Agency, having submitted an October 16, 1973 memorandum report (a copy of which is on file with the Clerk of the Board) , reminding the Board of its prior approvals of the Allied Services Program in Contra Costa County, recommending approval of his appointments to an Allied Services Commission established to study problems of special interest to the Board, and recommending further that each member of said Commission be provided with a stipend of $10.00 per meeting, as permitted under the provisions of California Government Code Sections 31000.1 and 31000.2; NOW, THEREFORE, on the motion of Supervisor E. -A: Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that the recommendations of Mr. Jornlin, including appointments of the following persons to the Allied Services Commission, are hereby approved: Mary L. Blackburn (Parliamentarian) Eddis Harrison 2288 Fulton Street 5320 Rosalind Berkeley, California 94704 E1 Cerrito, California 94530 Bob Clark (Vice-Chairman) Ethel Hasmann 2710 Wiswall 4113-A Macdonald Richmond, California 94804 Richmond, California 94804 Kagey Dorosz (Secretary) Ethel Holmes 320 - 13th Street 462 Spring Street Richmond, California 94804 Richmond, California 94804 Willie F. Dorsey Myrtle Hunt 513 Grove Avenue 449 South 17th Street Richmond, California 94804 Richmond, California 94804 Ethel Dotson Richard A. Kelley 2800 Mission Bell Drive 1020 Nevin Avenue San Pablo, California 94806 Richmond, California 94804 Manuel Estrada Juanita La Beaux 1234 Nevin Avenue 745 South 14th Street Richmond, California 94801 Richmond, California 94804 Hazel Hall Perkins A. Lovelace 245 South 7th Street 449 South 17th Street Richmond, California 94804 Richmond, California 94804 Ruth L. Hansen Charles Mason 1100 Roosevelt Avenue 1595 Jade Street Richmond, California 94804 N. Richmond, California 94801 Frances McDaniels Betty Stiles 5990 Rose Arbor 710 Hancock Way Richmond, California 94804 E1 Cerrito, California 94531 A. Donald Miller, M. D. Charles Wilson 23rd and Garvin 2288 Fulton Street Richmond, California 94804 Berkeley, California 94704 Ada Pierce Isaiah Winn 1616 Jade Street 705 Harrison Drive N. Richmond, California 94801 Richmond, California 94804 M. M. Snodgrass - Hyman Wong (Chairman) 4505 Macdonald Avenue 2832 Oxford Avenue Richmond, California 94804 Richmond, California 94804 Alternate Members Zelda De Paoli 1714 Harrald Street Richmond, California 94804 Dorothy Hackett 4511 Escuela Court Richmond, California 94804 William Hall 245 South 7th Street Richmond, California 94804 IT IS BY THE BOARD ALSO ORDERED that the County Auditor- Controller is authorized to pay during the fiscal year 1973-1974 to each of the aforesaid Commission members a stipend of $10.00 for atten- dance at Commission meetings and for attendance at meetings of task force groups comprised of Commission members, said stipend being in lieu of travel expenses; IT IS BY THE BOARD FURTHER ORDERED that the total of the aforesaid stipend payments shall not exceed $2,500.00 for the fiscal year 1973-1974, said sum being the amount allocated for such purpose in the federal grant for the Allied Services Program. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: Supervisor J. P. Kenny. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of Supervisors cc: Director, Human Resources affixed this 23rd day of October, 1973 Agency W, T. PAASCH, Clerk Director, Allied Services Project Appointees c/o Director, By �eputy Clerk Allied Services Project Nan I raham County Auditor-Controller County Administrator County Counsel -human Resources tgency CONTRA COSTA COUNTY Date October 16, 1973 To J. P. MCBRIEN, OUNTY ADMINISTRATOR .,� From R. lLrn� Human Resources Agency Director Subj REIOR EXPENSES OF THE ALLIED SERVICES COMMISSION MEMBERS A's Reference: a Reference: My memo to you dated June 5, 1973, entitled, "Establishment of Stipend for Allied Services Commission Members," and your memo to me dated June 11, 1973, subject above Pursuant to Section 30100.1 of the California Government Code, the Board of Supervisors may appoint a commission or committee of citizens to study problems of general or special interest to the Board and to make reports and recommendations to the Board. For such commissions or committees, the Board may pay from any available funds the actual and necessary expenses for the commission members while on official business. Furthermore, Section 31000.2 provides that the Board of Supervisors may pay special allowances such as per diem stipends for members of commissions or committees of citizens established pursuant to the provision of 31000.1 when such allow- ances are authorized and reimbursable under federal programs in 'which County participation is approved by the Board. By Board order dated 5/16/72, the Board approved the submission of an application to HEW for a Project to Design a Pre-Test of the Allied Services Act of 1972. By Board order dated 7/31/72, they accepted the grant of $111,205. Additionally, by Board resolution dated 2/20/73, the Board reaffirmed its support of the Allied Services Project, and by Board order dated 5/21/73, they approved the submission of the second-year proposal. Subsequently on 8/27/73, they accepted second-year funding of $93,000. In addition,• the Allied Services grant allows for $2,500 for the expenses of members of the Allied Services Commission. Therefore, the Allied Services Project is a program in which County participation has been approved by the Board and which makes federal funds available for reimbursing members of the Allied Services Commission. It is respectfully requested that you take action to have the Board of Supervisors, pursuant to Government Code Section 31000.1, establish and appoint members of the Allied Services Commission with the understanding that the purpose of the Commission will be to study problems of special interest to the Board relating to the Allied Services Project. it J. P. Mr-BRIEN - 2 October 16, 1973 In lieu of the Commission members' being reimbursed for actual and necessary expenses related to Commission business, it is requested that, pursuant to the authority set forth In Section 31000.2 of the Government Code, members of the Allied Services Commission be paid a special allowance of $10 per meeting. Commission members will claim the special allowance on County Form D--15, "Demand on the Treasury," forwarding same to the Allied Services Project, Human Resources Agency, for review and approval. The Allied Services-Project will be responsible for verification of claimants' active status and attendance at Commission meetings. Attached are the,names and addresses of the citizens who are currently members of the Allied Services Commission and who should be formally appointed by the Board of Supervisors. It is respectfully requested that the Board Order authorize the Auditor- Controller to establish within the budget for the Allied Services Project an encumbrance of $2,500 for the purpose of meeting expenses 7/1/73 to 6/30/74. REJ:ask Attachment: List of Commission members IIi I� MEMBERS, FILED ALLIED SERVICES COMMISSION t C' .23 1973 October 16, 1973 W. T. PAASCH CLERK BOARD OF SUPERVISORS } CON RA A CO. Illy) Puty MARY L. BLACKBURN (Parliamentarian) EDDIS HARRISON 233-5015 Food Advocates 642-4911 Richmond Elementary Council, P.T.A. 2288 Fulton Street 5320 Rosalind Berkeley, California 94704 EZ Cerrito, California 94530 .BOB CLARK (Vice-Chairman) 233-9923 ETHEL HASMANN 232-9130 Richmond Black Caucus x20 American Cancer Society 2710 Wiswall 4113-A Macdonald Richmond, California 94804 Richmond, California KAGEY DOROSZ (Secretary) 233-7060 ETHEL HOLMES 236-2305 Central Labor Council x3731 South Side Center 320 - 13th Street 462 Spring Street Richmond, California Richmond, California WILLIE F. DORSEY 233-7060 MYRTLE HUNT 529-0154 Area Council of O.E.O. x3271 South Side Council 513 Grove Avenue 449 South 17th Street Richmond, California Richmond, California 94804 ETHEL DOTSON 236-9920 RICHARD A. KELLEY 232-0363 Richmond Welfare Rights Senior Citizens Drop-ln Center 2800 Mission Bell Drive 1020 Nevin Avenue San Pablo, California f ,w Richmond, California MANUEL ESTRADA 232-6050 JUANITA LA BEAUX 235-4797 United Council of Spanish Community Representative at Large Speaking Organizations 745 South 14th Street 1234 Nevin Avenue Richmond, California Richmond, California 94801 PERKINS A. LOVELACE 529-0154 HAZEL HALL 234-6883 Coronado Neighborhood Council Model Neighborhood Community Board 449 South 17th Street 245 South' 7th Street, Richmond, California 94804 Richmond, California CHARLES MASON 233-3138 RUTH L. HANSEN 235-5336 County Wide Youth Program Iron Triangle 1595 Jade Street 1100 Roosevelt Avenue N. Richmond, California 94801 Richmond, California i MEMBERS, ALLIED SERVICES COMMISSION - 2 October 16, 1973 FRANCES MCDANIELS 235-4930 BETTY STILES 526-3956 League of Women Voters Greater Richmond Interfaith Project 5990 Rose Arbor 710 Hancock Way Richmond, California EZ Cerrito, California A. DONALD MILLER, M. D. , CHARLES WILSON 642-4911 Alameda/Contra Costa Medical Assn. Opportunity Childrens Center, Inc. 23rd & Garvin 2288 Fulton Street Richmond, California 94804 Berkeley, California 94704 ADA PIERCE 234-8424 ISAIAH WINN 233-3898 , Las Deltas Tenant Organization Parchester Planning Commission 1616 Jade Street 705 Harrison Drive N. Richmond, California 94801 Richmond, California M. Al. SNODGRASS 233-6880 HYMAN WONG (Chairman) 237-5500 Council of Richmond Industries Human Relations Commission x59 4505 Macdonald Avenue 2832 Oxford•Avenue Richmond, California 94805 Richmond, California ALTERNATE MEMBERS ZELDA DE PAOLI 232-6869 Las Deltas Tenant Organization 1714 Harrald Street i Richmond, California DOROTHY HACKETT 234-2499 Richmond Elementary Council, P.T.A. 4511 Escuela Court Richmond, California WILLIAM HALL 234-6883. Model Neighborhood Community Board 245 South 7th Street Richmond, California i j OFFICE OF COUNTY ADMINISTRATOR CONTRA COSTA COUNTY Administration Building Martinez, California To: G. Russell, Chief Clerk Date: October 4, 1973 Board of Supervisors From: i. P. McBrien, Subject: Martinez Copy Center County AdminisL ator Approximately October 15, 1973 the Office Services Division (Central Service) of the Office of County Auditor-Controller will begin operating a copy center in the basement of the Finance Building for the provision of duplicating services. The primary objective in the establishment of the copy center is the reduction of county Xerox costs. In addition to reducing the overall county Xerox costs, which will result in decreased costs for departments, the copy center will provide additional services not currently available to most departments, such as collating, copy size reduction, and double side printing. Initially the copy center will process jobs of up to -500 copies per original with no limitation as to a-minimum number of copies . Eventually there may be a minimum established depending on the volume of work processed by the center after it becomes fully operational. The copy center, which will be staffed by a full time position under the supervision of Central Service, will be equipped with a Xerox Model 7000 and five 10-bin collators for a total of 50 bins which can process 50 documents of up to 150 pages each. The bulk . of the work will flow to and from the copy center by means of a pick-up and delivery service operated by Central Service. The ' Central Service foot messenger which serves county offices in downtown Martinez and the copy center clerk will provide the pick- up and delivery service with the objective of providing a turn- around time of four to six hours. Special provision will be made for certain recurring prioiity work such as agenda, calendars, and minutes which must be processed immediately after the preparation of the original document. Items in the aforesaid category will be scheduled in accordance with the needs of Lhe various user departments. Emergency jobs which occur intermittently can be handled on an ad-hoc basis. CE T'D OCT 9, 1973 W. T. PAASCH ��,/� CLERK BOARD OF SUPERVISORS �[ '`.'S'U'''' ` TRA COSTA CO. 2y Deputy - '! ' 2. User departments will be billed for the cost of services provided by the copy center. Single copy work such as size reductions will be billed at the rate of S cents per copy. Multiple copy work will be billed at an estimated rate of .015 to .020 cents per copy. The actual cost per copy for any given job will depend on the run length of said job as well as the total voltune of work processed by the copy center in any given month. If a substantial percentage of copy work is shifted from-- depart- mental rom depart-mental machines to the copy center, it is estimated that the majority of the work processed by the copy center will be charged out at an all-inclusive rate of about .015 cents per copy, .which is approximately one cent less than the average usage cost charged by Xerox for copies produced on departmental copiers. In this connection there is enclosed herewith a Xerox usage report regarding your departmental copier during the first six months of 1973. In addition to other data, the report shows the total number of copies in each month, the average number of copies per month for the period,. the total bill for each month, the average monthly 'bill, the cost per copy for each month, and the average monthly cost per copy. It is requested that you utilize the services of the 'copy center to the fullest extent possible to insure the successful establishment of this new service. With the cooperation of all county departments it is my belief that we can reduce the overall county cost of duplicating equipment, reduce supply costs, and effect labor savings at the departmental level. If you have any comments, suggestions or questions about any aspect or the proposed new service please contact Mr. Terrence McGraw of my staff or Mr. J. J. Prideaux of the Office Services Division of the Office of County Auditor-Controller. Prior to the effective date of the new service you will receive notification as to the exact date together with a supply of work order blanks and instructions for routing the work to and from the copy center. TJ'i%icG/aa au Uf.. 5...• r-W% m 14 O Ou a er o O f a i I w LN 0.- '.-. to -Jmt/i �Inmp .r • p • I f O..C L•P T S l--F N l.0 C% n 1 N C-N .r.0 2 010 .0 to O 2 t J.T., M M ► w j < i m tiJ tl•W d 000 t >* t us m N .N co n C) • n • K 1 i ' ; f Lr1 }w c int u S m i P m co P o to u < i ! ` I ! ma- ►-a- c►-►-N (aln N P m v a s_ I ' ' n -7c a- la n N7_ m O L f f pUOF- 'Z f w<O .-+r•1 N • O f Uj ON w # >J= M ,M H 4 U V1 Co W 4 i ! ! i w O fYCL a wmCr; fV R`O ci n u 1I f Y{ i I i# -r�-•-N r to N P cel ; rL en Z f-- o, m O f +w<O --4 N ! • I J ► v.TO c, Xmn n 1111 j i O.a m # • I a NN Kulm f'1'r fy.r • n i • •-� S N W U 0 P IN Ir-4 a �+ i f`'a 'm I t- -CU W C, I W I .-f 10 aut- 1 en w z tv I ; # O S aL O �7.7r b;- s 'n rnfntli Jce<p 'N r•4%3N m .T m I OI . I n 7LU JI -A LLQ~ ��• N n 1 ts7 1 C ►-N K 2 ►- I i f I T_ V N 1 d t O OKn ja .0 C- a m 10 ?m mf f L3 41.P ?N +f'11m n tm ;m m c , Vf i r N cq M <ce 1 I i a < f 4. ' o .m o000 K n O 1 1 < -• 7 .• •11 ► 1-- M •M }t < .S W i U .ti i fsin O O O O J It w p O aC l.f•.1 O W t # aril t j I 1f 1 I 1 I 1 { o f + :.n ouC> Io { ce 7n # <P 2 Ui 1� I . i I M I I N 1 ^'1 �1i # I > f �1w , + ce , a i w , .-IOC t V1 { i • � 1 I �a ; _jv •d oto T i I j I i ► 1LU ! , ✓ �a v ; u O 1 ! i � u• ce J ! 1 �) I-. S.- tt. f O �—C^ 4t. 1 O 1 w77 a --fS IaL 1 s '. :d ,coOa C:)u. 0 .x f Ln A..O CC ;U 2 wUj 1 I7y re W O t7 •.- Ni � O 'ww W 1-- V ..1, tl 1 7 ' 1•-1.-1-O •-� 4 K U!V X I f 1 i < •U ! # ,K SSSS # }w > OC oC 1 1 f SUI e< Luw t ' n , Human Resources Agency Health-Medical-Social Service t Robert E. Jornlin, Director CONTRA COSTA COUNTY 651 Pine St., Martinez 94553/228-3000 October 18, 1973 Supervisor Alfred M. Dias 4300 Garden Road El Sobrante, California 94803 Dear Supervisor Dias: This letter is to introduce to you the legislative Task Force of the Allied Services Project of Contra Costa County. Enclosed is an excerpt from the White House Fact Sheet on the Allied Services Act of 1972. It describes the legislation that seas pro- posed and provides some background. Prior to Congressional action, the legislation was withdrawn and is currently being redrafted in the Office of management and Budget. As you know, the concepts in the Allied Services Act are being pre-tested under the authority of the Secretary of the Department of Health, Education, and Welfare. With Board of Supervisors authorization, Contra Costa County applied for and was awarded a project grant to design a pre-test. Under P1r. R. E. Jornlin, Director, Human Resources Agency, the Project has been operating since July, 1972, and has been renewed through June, 1974. The approach of this Project has been to form five Task Forces, which operate under the direction of the Allied Services Board (composed of the directors of the largest human service agencies and the County Administrator) and the Allied Services Commission (composed of representa- tives from community organizations). These Task Forces are developing recommendations which, hopefully, will result in the development of a service-delivery system which will provide better human services in the Richmond area through increased integration and coordination of the agencies providing those services. There are four Task Forces working on designated social problems. The problems selected by the Project are: (1) drug and alcohol abuse, (2) services to the elderly, (3) child care, and (4) lack of vocational alternatives. RECIVIED -� a. VMK- . - N.R.A- G ..2S PAASCH C } BOARR D OF SUPERVISORS ONTRA COSTA CO. (,(it. D• ��.�tQ �— / /��/�'_ , gy Deputy I� I Supervisor Alfred M. Dias - 2 October 18, 1973 The fifth group, the Legislative Task Force, is concerned with legislation and regulations which affect the integration and coordination of human services, consumer protection, adequacy of financial assistance and services to welfare recipients. This Task Force is evaluating the wording and potential impact of the proposed Allied Services Act, and we are developing recommendations for the Allied Services Project. We invite your cooperation and participation with the Task Force in identifyin legislative and regulatoryimpediments to im ementin an irate rq ated an coordinate,' serv4ces system. Will you please provide our Task Force with a brief statement on the lairs and regulations that are needed or that block the goals of Allied Services. tie realize that the Board of Supervisors has responsibility for the entire Allied Services Project and that the operations of the Project have been delegated to the Human Resources Agency. However, we are interested in the issues that occur at the Board's eolicy level and would appreciate any comments that you may want to communicate to us. Very truly /ours, ETHEL DOTSON, Chairperson Legislative Task Force Allied Services Project r - FOR I ELEAS AT;2:C'.::;00M(EW) .. May 1E, 1972 1 Office of 7110 I"'hite!louse Press SCcretary r INE I'll IITE IIOUSE : . FACT S'HEET ALLIED SEI liCES iMESSAGE THE ALLIJED SERVICES ACT OF 1972 What Allied Services is hitended to Accomplish Dackgrou::d: - *Ac lefjslation would (I)enable a coordination of com-plementary but currently separate scrv;ces at St=te and -Over tlra past forty years• and particuL:ly in the last local levels and (2)protide the necessary tools to _:lour d9c3de, t::_ Fcderal Government has lcg:Sated a host of State and local government to eliminate bure_ucratic rtarrow, latumn services pro^ranz. As a rc-lult,the Depart- obstacles. This is r-cccssary in order to promptly treat relent of I erl:' now administers over 200 categorical • social needs and speedily remove social dependency. health, educational and social services prodra_zs. This proliferation of I eder.-1 scrvicas is aimed Pt dealing with a multitude of huni2n needs. 7: VilIAT TIIE ACT WILL D0: However, these separate and spccializcd programs result in services wi»ch are: For Vie People Served: - : Y delivered in a fra;mented way which does not meet 1. Provide for comprehensive problem diagnosis and the multiple needs of people, service planning. O without common goals, common service areas, or 2 Enable a range of services to be accessible trrcuoi common planning processes designed to remove integration of separate service institutions. pcopIc from dependency, • 3. Transfer the •burden of responsibility for getting _ O inefficient, duplicative and confusing for people in _ appropriate services assistance from the people to - need. the system. O lacking in accountability due to their failure to 4. Improve convenience through consolidation and involve State and local elected officials adequately simplification of forms and procedures. in the human services plauuing process. } For Govcnuncntal Effectiveness: ij From the perspcctivc of the pcop!c served: j 1. Bring State and local elected officials more directly o they are not treated as whole persons•having into the delivery ofscrviccs business. hiterrclatcd needs. 2. Encourage the creation of State and local integrated O the burden for navigating through the system is on t service plans throu0t a project planning grant the p.op;e not the service providers. authority. o they often have prolonged needs for public services 3. Authorize the Secretary of HEW to waive cate;ori- because their rroblents are not eomprchensively cal, rcgulatory and technical provisions which im- diagnosed in the first instance. pede the integration of scriccs. O they become frustrated with overlapping arencies 4. Insist as a prerequisite for State planning aid that and lo3c ctnifideacc to goveU;ntcjit 3t AI levels. eo:-.-on ;::vice'areas be est•tl:ltshcd, i� • _�� S. Authorive the rcut-atid: c hlant►ing . of all Ili:1:'aelauni-ICICLI I%%01 arms.Wi f in State and local Allicd Services programs, into a siugte planning brant. ' 6. Permit the trmusfer of funds inion;specified NEW - 1 • program:to achieve nuximunt cflcctivcness: - 111. 1101Y TI IE BI LL M LL WORK O As a first step. the Governor of a State must choose to participate and desigtate Common scr ice b6undarics. .• Local plans would be devclnt)cd by local elected officials, or combinations thereof,%, h would involve the various public and private providers of human services. ' .0 Local plans would be consolidated by the Governor . into a State Plan for approval by the Secretary of F1E•Iv. . o A minimum of four human services programs, includ- ing the public social szr%ices program,must participate In State and local Allied Services plans. IV. WHAT THE• BILL PROVIDES IN ASSISTANCE - o Make available rcdcral assistance in the form of planning and implemnttation grants,fund transfer,and umiver authority,for State and local officials. . _ • Provide incentives for the planting and implementation of goals rather than impose mandatory nation-%tide standard requirements. ; • Authorize State and local elected officials once plata arc approved. to trartsfcr up to of HEW funds betx%ecn programs included in the plan depending on . ' . their priorities. o Permit the Secretary of HEW to wait statutory or - r regulation-based restraints and provide Grants to cover _ start-up administrative costs of putting these systems in operation.- - - • Emponcr the Secretary and the States to consolidate the planning authorities across the programs partici- pating in State and Ioc-J AMcd Services plaits. V. WHAT WILLTHIS COST • It is estimated that up to $20 n-Mon would be rcqui:cd for pl►nning and implementation grants in the first full year. • Fed:ral prograttts subject to being eoordinzted under • the AlUcd Services Act involve s:veral billion dollars. •2 t i . E.JORNLIN • • '/ OIRLrT011 SOCIAL SERVICE QErARTMBNT RECEIVED CONTRA COSTA COUNTY i,lrcl111J _ 3 MEMORANDUM W. T. PAASCH CLERK BOARD OF SUPERVISORS C NTRA COSTA CO. 9y � _ Deputy TO: BOAR OF UPERVISORS FROM: R. nlin, Director, Human Resources Agency DATE. May 21, 1973 SUaJECT: PR SS REPORT ON THE ALLIED SERVICES PROJECT On February 17, 1973, 1 presented a report, "Progress of the Allied Services Project, Contra Costa County," and on April 30 1 presented a report on some of the findings of the Allied Services team from NACO. This report is to bring the Board up to date as to the progress of the Project to date. As you gentlemen are aware, the Director of the Project was not brought on board until December 6, and as a result we were somewhat delayed In generating the work phase of the Project. One of the first tasks to be completed was the development of a work plan to expand the scope of the Project to reflect an Allied Services approach. This was completed the first week of March and has been submitted to HEW. During this process, two additional staff members, that of Social Planner If and Community Participation Organizer, were added to the Project to enhance the work effort. One position remains to be filled -- that of Programmer-Analyst but we are awaiting the results of discussions with a private firm before determining the need to fill this position. As part of the work pian, and in order to establish communication among various administrative and agency heads, a body was formed composed of the County Administrator, Police Chief of Richmond, County Probation Officer, Model Cities Director, Assistant Richmond City- Mayor, Superin- tendent of the Richmond Unified School District, Medical Director, Social Service Director, Health Officer, and myself, which has a working title of "Allied Services Board." The purpose of thi-s Board Is policy making for the Project and as the basis of authority for said Project. This Board has been meeting on a monthly basis and is providing the members with an opportunity to facilitate joint planning in a number of areas. In addition to the Board, a body was formed made up of residents from the Richmond area and has the working title of the "Allied Services Commission." Theup rpose of this Commission is to provide community Input into the planning process. As a mechanism for developing member- ship on this Commission, twenty-five organizations were invited to have representation on this Commission. A list of those invited Is attached OVANCE T GEN. 4 FOR YOUR INFORMATION BOARD OF SUPERVISORS - 2 May 21, 1973 for your information. The Chairman of the Commission also sits on the Allied Services Board. At present, both bodies are involved in decision-making regarding the social problems the Project will concern itself with_ It is felt that by identifying mutual areas of concern in which various agencies are providing similar kinds of service, coordination can be effected to improve said services to the community. With the selection of the four or five social problems, fact-finding Task Forces will be convened com- prised of staff from the affiliated agencies and Commission members whose responsibility will be to study the social problem assigned to them and present recommendations to the Board and Commission for their approval and action. It is felt that in concentrating on these areas where both the agencies and the community feel a need for improved services, we can develop the linkage mechanisms which HEW is looking for in its service-integration projects, of which the Allied Services Project is one. Due to changes in fiscal policy by HEW, we were notified that even though this Project year is to run until October of 1973, it was necessary to insure funding for fiscal year 1973-1974; therefore, we had to submit an application for continued funding for the Project by May 7. Due to the fact that we were given such a short lead time to accomplish this complex task, we have forwarded the application for refunding to the Department of Health, Education, and Welfare. We felt that, because of this Board's support of Allied Services, this action was required on our part to insure continuity of the efforts already Initiated. We have requested a renewal for fiscal year 1973-1974 totaling $141 ,565. A copy of the reapplication has been given to the County Administrator for approval of the Board of Supervisors. We anti- cipate completing Phase I of the Project in October, 1973, at which time we should have developed a feasibility study indicating linkage mechanisms to be effectuated which lead toward service integration. From October, 1973, through June, 1974, we will be experimenting with the feasibility study and preparing for implementation July 1 , 1974. In summation we feel that though we had a late start in this Project, our progress has been accelerated and much of the lost time has been made up. However, continued effort will have to be made on the part of all participants in this_Project to insure an effective end product. it Is hoped that that end product will reflect both an organizational and _attitudinal change in the way the human service programs are implemented and administered in this county. JAM:ask Attachment: List of organizations COMMUNITY ORGANIZATIONS REPRESENTED ON THE ALLIED SERVICES COMMISSION Alameda/Contra Costa Medical Association Opportunity Childrens Center, Inc. Las Deltas Tenant Organization Central Labor Council Coronado Neighborhood Council South Side Council South Side Center League of Women Voters Richmond Elementary Council, P.T.A. Senior Citizens Drop-In Center American Cancer Society Rollingwood-San Pablo Senior Citizens United Council of Spanish-Speaking Organizations Iron Triangle Area Council of the Office of Economic Opportunity Richmond Welfare Rights Model Neighborhood Community Board Greater Richmond Interfaith Project Council of Richmond Industries Richmond Black Caucus Contra Costa Youth Development Program Human Relations Commission Black Business and Professional Organization Atch i son Village Neighborhood Counc i i Parchester Neighborhood Council n . y,' i I �C In the Board of Supervisors of Contra Costa County, State of California April 30 1911 In the Matter of Report on Site Visit by National Association of Counties Allied Services Team. Mr. R. E. Jornlin, Human Resources Director, having this date appeared before the Board to present information on a visit to the county by the National Association of Counties Allied Services Team; and In connection therewith, Mr. Jornlin having submitted to the Board a memorandum report :dated April 27, 1973 (a copy of which is on file with the Clerk of the Board); and Mr. Jornlin in his oral presentation and in his written report having indicated that said team was favorably impressed with the Allied Services Program being undertaken by the county; NOW, THEREFORE, on motion of Supervisor E. A. Linscheid, seconded by Supervisor J. P. Kenny, IT IS BY THE BOARD ORDERED that the aforesaid written report of the Human Resources Director is hereby -ACKNOWLEDGED. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, J. E. Moriarty, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: Supervisor W. N. Boggess. 1 hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of cc: Human Resources Director Supervisors County Administrator affixed this d f _ ay of l , 19 � W. T. PAASCH, Clerk By Z Deputy Clerk JS.Lsle Igo H24 4/72 10M n. L". JORNLIN • oiAeeron SOCIAL eL•RVICE DEPARTMENT CONTRA COSTA COUNTY MEMORANDUM TO: BOARD,OF SUPERVISORS - 1 / FROM: R• jL• rnlin, Director, Human Resources Agency DATE: April 27, 1973 SUBJECT: REPORT 014 SITE VISIT BY NATIONAL ASSOCIATION OF COUNTIES ALLIED SERVICES TEAM 0 In my report to the Board on March 20, 1 informed you that the National Association of Counties Allied Services team would visit this county from March 20, 1973, to March 23, 1973, for purposes of doing research in regard to the Allied Services Project in this county. During their visit here, they met collectively and individually with 31 representatives who encompassed state, county,' city, and private agencies involved with the delivery of human resources. A list of the participants has been attached for your information. At the close of their visit, they met with me and Mrs. Judy Ann Miller, Allied Services Project Director, to report some of their initial findings. I would like to share some of these findings with you. They are broken down into two parts, (1 ) General Themes and (2) Recommendations, and are as follows: I . General Themes. A. In interviewing the participants, evidence of strong ties between the County and the city of Richmond were emphasized repeatedly. ' B. The fact that most of the supervisors had had experience in serving on city councils was a possible factor in having good linkage between county and city. C. Universally, there was a very positive feeling about the Human Resources Agency. D. There was general support for deemphasizing categorical-grant programs, with the qualifier that if this is accomplished it should be through single-line administration and the program should be all-encompas- sing. E. There was a universal lack of understanding of the Allied Services Act. E '' '' T APR �61973 W. T. PA,A8CH CL"RIS DOARD OF SUPERV180RS COST CO GEN 91 nv , ��''ix }t s!,. i t . `; � - y s; e a t;i y�'w,i"*,`R,. ,'•s?,"g'* „,rtar�"�� `�fV -, ��'��''* ,. ,.e :• e °;F {s'�t,St 1.C.. a 5:a ,`. �`>✓iY 4- i � to f :t5 ae '.�-�,'.�ysa, r?5`� "c�.�=S�+ 4 ..; f � �.iti� ��. '�"`� ;�n'�'S`^J� :ir-'.'Ni`:�ks`F 4 �+k�d. �ll... ,+3J�3:.,f6"-nzi�•q"� ,�i�+t'4 f�.;rF,z.'.�.r�L `.�`�u't�Fe.�lE.zik�.,�„ � �` .�# :,�¢SX:m,�a ki ! BOARD OF SUPERVISORS - 2 o April 27, 1973 F. in regard to the human services, there has been poor utiliza- tion of the computer, and at present not much of an information system exists in this county. ii . Recommendations. A. With passage of the Allied Services Act, the subgovernmental unit mentioned in that act should be the county government. B. The development of the Project, especially the method of incor- porating administrators from,the various agencies, was thought to be excellent and should be encouraged to proceed along thg guidelines already formulated. C. The project should develop 'a practical way of explaining the Allied Services Act through a fact sheet, a statement of objectives, and a summary of the Allied Services Act. D. Emphasis should be placed on alleviating the problem of Informa- tion systems. in this regard, NACO would make the services of Mr. Fred Lundberg, Information Specialist, available on a limited basis to do consultant work. The over-all general impression by the NACO staff Is that we have a number of excellent programs being carried out In this county. We are very progressive In our approach, and the team was very enthusiastic about our efforts and was able•to obtain a great deal of information which will be helpful to NACO and HEW. A more detailed report will be completed by the team that should be available In June and will be brought to the Board's attention at that time. Attached also for your information Is the article from County News, dated April 6, 1973, covering NACO's visit to this county. JAM:ask Attachments: List of participants Newspaper article r'b 4 �f 1 { -. s :c i a � �;.' � ty=t 3 ;� a 11 4U t t� a „?u+4t�t .''�.�•# . �, 4�'�+� - ef:- '� Xp:,"�"y,f.J�, f. PARTICIPANTS Donald Crawford, Human Resources Agency Al Croutch, Human Resources Agency John Davis, Probation Department Dr. George Degnan, Medical Services Lucy Ellison, Regional HEW � Tom Farnsworth, Captain, Richmond Police Department George Feller, Allied Services Project Bessanderson Franklin, Allied Health Project Grant Greer, Allied Services Project Bill Haefke, Human Resources Agency Art Hatchett, Model Cities ocial Services Agency Robert Hoffman, S Pat Jones, Model Cities Director, Human Resources Agency Robert E. Jornlin, James Kenny, County Board of Supervisors Dr. Glen W. Kent, Health Department J . P. McBrien, County Administrator Judy Ann Miller, Allied Services Project James Moriarty, County Board of Supervisors Bob Mullen, Richmond Unified.School District David Nitchman, Data Processing Madelaine O'Caliaghan,. Soclal Services Agency Lourn Phelps, Chief, Richmond Police Department i� P S&:y.;-11 t rq':.�'��� { S l: ° i t P�x{'+.r i : . s r,,� � '+,v 1t t i'"rta�; +^.;4'�.La;„pc{tet^ .,i rye,,�R.+t � ��.L�.. ,r� "t„.ef ,•� ''}.e. S",-, .,.j� 3{. .�� .r� �T�^ L?. F 1 y. t• 4 z , `2^fF,. .y5.".r t ,f 3k 4p,.�' moi" X �ey.•�C~�^h .k.�:��as", ' • PARTICIPANTS - 2 f Fred Ricci , Intergovernmental Relations State Nick Rodriguez Florence Scott, UBAC Tom Stevens, Human Resources Agency Warr ington Stokes, Human Resources Agency Glen Taylor, Data Processing Terry Thomas, intergovernmentalRelations - State C. C Van Marter, Social Services Agency Rr. WY �f h c �g +t ,K s'a �i C F 1 y� s -�'� i � ...„�±'u1. � �•..� � .'s r. � � } �#: q �y 9a 5r r�$ k tr .+r ' ��i,�'#'3e L9� � ?��� K�"y,� r � 5.. � r f'��� ti �.� a c' :,�.3, ,. ..ni7f. xY,;;o^,'r. � n fi- ,r � �,�;, u., i�q5 "9t r.,£"*"^?�§.#7 tijh �.:.� �-•. � '��:�, <..�:<q �� ��cvl i h,�:�.$fi�r��rt. �i',,.,� �t�ti,Ff, t .�€{i,. 4�•'";'"�o;t � ,.f,!'. o x^t:+e.�". ai,rt� ,epi ^F,��...c x i'��"�,.zJ�:'c'�ai. .�. .iaakafi,#' rnE., ,#a#.L '�:u�*, �'�2a,°Y$x .V f,, It +�.c,., U.s a ° - ,Dr. Ellis Sox; Deputy Director oo • the Maricopa County Health ' Allied . Department, served as host to the �,,�� ��� team during its visit, slid was responsible for setting up meetings bet.w'cen the tenni members `ind various hitman services providers Project within tile., county. Although the team was unable to visit all of the 332 agencies; (public and private) 3 Advances providing; human services in _ Iviaricopa County, it was able, with Dr. Sox's assistance, to visit a by Mary Amsden Gooch representative cross section of Research Associate agencies, and came away from the Allied Services Project county with substantive Maricopa County, Ariz. and information as to the status of services integration efforts Contra Costa County, Calif. were underway. 'Tlie team was impressed two sites visited (luring; the past with the generally favorable month by teams from the National p g San Diego County, Calif, joined the Association of Counties Research response among the staff members Foundation's (NACORF) Allied toward the Allied Services concept team as county human resources Services Project (see County News, and feel certain, with the able specialist. 5 No. 1 Janus 12, 1973 . (Continued on page 6) The team was hosted by Robert Vol.1. 5, No. 1, a thvisits12, was to Jornlin, Director of the county collect information regarding each leadership of Charles Miller, County human resources agency, and Judy county's efforts toward integrating Manager, and Dr. S.F. Farnsworth, Ann Miller, county Allied Services Assistant County Manger for Health Project Director. Contra Costa its human services delivery systems, slid Community Services, that the County is one of the two counties and provide, where feasible, any county is well on its way to an in the country receiving HEW technical assistance that might be efficient and manageable human Allied Services research funds and helpful to further the involvement. services delivery system, therefore, is in a position to assign The team also discussed the The Allied Services Project Team staff to work full-time toward proposed Allied Services Act with visited Contra Costa County during integrating their human services county officials and staff in order the week of March 19-23. In delivery system. The project is now to obtain suggested ways in which addition to the NACORF project in its beginning stages, but due to the Department of Health, staff, Dr. Lundberg, McGavick, and an excellent working relationship Education and Welfare (HEW) can Prank I'anarisi, Administrator of between the county Human improve the bill from the county the Human Resources Agency for . Resources Agency and other public ,government point of view. Other counties to be visited during the and private service providers within project are: Marion County, Ind. the county, it is expected that, a (April 10-13); Orange County, N.Y. high level of services integration (April 24-27); Blue Earth County, will be reached during the coming Minn. (May 22-25); and Shelby months. County, Tenn. (June 5-8). C o n t r a C o s t a County '. Each Allied Services Project Administrator J.P. h1cBrien and Team consists of . a county County Supervisors James P. Kenny management specialista county and James E. Moriarty expressed human resources specialist; urban, strong support of the allied services information systems specialist, Dr. concept and endorsed the efforts of Fred Lundberg of the University of NACo and the county in pursuing Cincinnati; NACORF Project such a goal. The tvain was very Director, Al Templeton; and enthusiastic about the county's NACORF R e s e a r c h efforts and was able. to obtain a Associate/Writer, Mary Gooch. The great deal of information which will county specialists in management prove helpful to NACo and HEW as and human resources are drawn we work toward outlining a rafiondi from six county based employees approach to allied services. from across the country who serve the ' Allied Services Project as technical assistance experts. The team visited Iaricopa County during the week of Feb. 26 March 2. In addition to the NACOR11 project staff and Dr. Lundberg, Joseph McGavick, Directo; of the Department of Budget tuid Program Planning of King County, Wash. served as county management specialist at the site. Robert Baitty, HEW Project Manager . for the : N/,Ap�s//C,,Oyy�RppFj(A(�llc'yd(y_�,Serv�ces ;Project L µy�iVNiit lYM I�d,t*.Y'..`+M/t1 `��,f: �"1 ' �N� 4 t ) �X f' /la j1 ,! yIt�to X ,«� `t"?•.f. k 4w 1.: 5. y'.���' a: "t. S a ". ,,....; � ..r:n.. s .. a. �'. 7.R,:N,K' H';w,.,+,e�.,�1M f�.�.... `?!��L S. +54 ..:':.: ,.,rtq�J 'X - 'L •».c Xl. _t:f" ,Zs e.. 4y''ys .�y9 .ti.}-.tf .+'a.v;'�Y :y.t.. . ..ii :{.Jn`?t� ro .,:, w.�,ti. •A::..< a.. rr.✓" t.•..�,.a .i�,t.y t ,.,,, ,. �e,r;;'t t i,««..k� .�x L- ���. 4 ,..,: Y �,�n# � t i`.ai =a���' .��'��«w-.�&:�:�t>+ <%tc?,...'` fix` im�r^? n.' � e,,:�ai•7,K t, �+;'�+ '"r "r�'�i' � PI � �'dR.- ' '''� R. E. JORNLIN /bipacToR SOCIAL SERVICE DEPARTMENT CONTRA COSTA COUNTY MEMORANDUM TO: Board of Supervisors FROM: R Jq;k1n Director, Human Resources Agency DATE: March 19, 1973 SUBJECT: ALLIED CES PROJECT - ON SITE VISIT -BY NATIONAL ASSOCIATION OF COUNTIES, ALLIED-S" VICES TEAM As the Board Is already aware, this county has been chosen as one of the six pilot counties by the National Association of Counties for the purpose of doing research In regards to the Allied Services Project In this county. Last month Mr. Al Templeton, Allied Services Director for NACO, made a pre-site visit. He held numerous discussions, one of which was with the Human Resources Committee of this Board, and as a result of these dis- cussions, It was agreed that the NACO team would visit this county March 20, 1973, to March 23, 1973. During their visit here, the NACO team will be meeting with participants from county, City (Richmond) and State government. For your information, I have attached a copy of their agenda which lists their activities. An orientation meeting Is scheduled for March 21 , 1973, 8:30 - 10:00 A.M. In the ninth floor conference room. We are Inviting the Human Resources Committee to attend, as well as any other Board member who Is Interested. For additional information I have attached various NACO news articles which discuss NACO's Allied Services Project, as well as resumes of the Indi- vidual team members who will be visiting. Should any member of the Board wish to meet with any member(s) of the NACO team, please contact Mrs. Judy Ann Miller, Allied Services Project Director, who is coordinating the NACO visit. REJ:mc Attachments REGETVE W. T. PAASChl CLCRK ROAFID OF SUPERVISOR" Cy ptuty GEN.9 gk _0 i MEETING AGENDA NACO TEAM NACO Team RE. Jornlin Tuesday, March 20, 1973 - JudyAnnMiller 7:30 - 10:00 P.M. 1973 Orientation: NACO Team - Participants March 21 , Wednesday, 9th Floor Conference Room County Administration Bldg. 8:30 - 10:00 A.M. 10:00 A.M. - NOON I . Mr. McGavick - Mr. McBrien (County Administrator County Administrator's office - 2nd Floor 2. Mr. Panarisi - Miss Florence Scott lornceScott (UBAC) Mr. Stokes' Office - 9th Floor 3. Mr. Templeton - Mrs. Ellison (HEW) Mini Conference Room - 8th Floor 4. Mr. Lundberg - George Feller (Allied Services Project) Glenn Taylor (Data Processing) David Nitch`Bann (Data Processing) Carl Pirot Bill Haefke (Human Resources Agency) Robert Hoffman (Social Services Agency) 9th Floor Conference Room 12:00 NOON 1 :30 LUNCH 1 :30 - 3:00 P.M. 1 . Mr. Lundberg's Group - Continued Discussions 9th Floor Conference Room 2. Mr. Panarisi - Mr. Jornlin (Human Resources Director) Mr. Jornlin's Office -- 8th Floor . Templeton - Fred Ricci ( Intergovernmental Relations- State) 3. MrP Terry Thomas Mini Conference Room - 8th Floor ff5 � 1i .,F i4�hass�,,,.:�e?�4*...�'�'J�-.��i.p,,,4r 4G;7i#3:��`��+i25�.,i?N k�o� _`c��''>•t�} .H:;z�h��` iEL�31(�"�'�'C`��s:"��'7 `�3S�L` kS,4sw1:yY} ?i�. �� 'c;'4S"_.xy�t-�» i n,.`. :�' of 7a*s .- `: . I , -2- Thursday, March 22, 1973 Individual meetings to be scheduled) a, Friday, March' 23 1973 � k t Mr. Templeton - Mrs. Mill er '(Summary, meeting to be..arranged at Mr Templeton's convenience) ' 4' i 4 p7� }r5 h�. l t i }r i} � 4 i !] 7f t +s �k 3 f T '{1 a. X46 Yd y a PhFxfj Y3 :e 7J" +A, S .•.. a,...A_;,:F {1.: , .. b...�.:. '. w rS1 ::.ri.�' ,,t.,,},a.� s.vr� r }1?�-: Et�.x+ y..�rl t'y„ 4�.;ti�r.i ;2' '� ,- v;.:a,�rGs,,., i14*� ?l -�P x. r, �, t.;i.,,.f yr ,�' .�f�C++.. w,.;,*�J G r7y:a:+cs x "*,+xa a,. ,ti, at ,� .r., >a t. y . p n "Y`' „i' ,+•";+;, r,g„f 't d i 7 �+'-i- x sk Si"'L "•x. F '.yY x 4"^ "x�a ' Sf],5'' x.• -_ - SK^ c4.:,N x# '`y� ,�,5�r� i2 'M t NACo Gets $119,000 Grant To Study Human Services (Editor's Note: Tris is tire first to be selected), of great encourage dialogue among of a four part series on NACo's importance will be our role of county, city, state and federal Allied Services Project.) calling to the attention of all officials about problems faced NACORF has received a counties the thrust of services by local governments in human _ S119,355 research grant to integration. services delivery and will work, study the integration of human Because federal agencies specifically with the six pilot services delivery in six coupties often inform local officials counties, to assist county human In funding this project, the about legislative developments services agencies, and other local Department of Health. and programs at the eleventh organizations, to develop Education, and Welfare (HEW), }tour, county human service strategies. has asked NACo to provide agencies and other local service The final study will technical assistance to county providers often have to meet the document procedures and governments as they develop a specifications of a particular techniques which have been capability for services federal ant program without developed during the project and integration and to compile data having the time and resources will capitalize upon the helpful nationally and locally in cumulative knowledge of needed for long range planning. pretesting the proposed Allied This can leave agencies and counties with prior experience in Services Act. human services integration. Counties, with their role of service recepients inadequately NACo expects this study to general purpose government and prepared• be used extensively by HEW in their experience in providing NACo feels that effective developing legislation and human services, provide an ideal health and welfare programs are altering the proposed Allied mechanism through which a an important part of a county Services Act. It is our intent to variety of social services can be government's response to its poll the pilot counties through allied, =article .+„�,�,.� on-site visits and other counties NACo has found about 1100 is reprinted from througli NACo meetings and a of 3,068 counties are directly NEWS-January questionnaire to determine what administering public assistance2 1973. legislative language would be and Title IV•A service programs. constituency. At the present most helpful to our members Adding those counties which time, human services are and in the best interest of good may not administer and finance typically provided, managed, social service planning, public assistance social services, and controlled by various During the course of the but do finance and administer combinations of private project, each of the six pilot other human service programs organizations and governmental counties will be visited for (i.e., health, mental health, agencies within each county; approximately three days.These juvenile delinquency,manpower, The counties particular role is visits will then be followed up and education), almost every also subject to its states' by telephone conversations and county is involved in human structure. This diversification of by an additional technical services delivery. service can result in costly assistance visit if necessary. duplications and omissions. Each site visit team will be Definition Therefore, studied approach to composed of the project Services integration is most integrating the activities of the director, the research associate simply defined as the linking of various service providers could writer,two county-based experts administrative services(i.e.,joint aid governments to better serve from the fields of county planning, co-location of staff, the needs of its people. management and county human joint evaluation, purchase of resources planning, and an service) and or direct provision Promote Services information systems export. of services(i.e.,outreach,intake, Though NACORF's research These t e ams will be diagnosis, case conference) to grant is limited in scope, the responsible for providing citable a number of service Allied Services Project will technical assistance to the providers to treat an,individual:c. attempt to promote the concept county and retrieving data for or family's need in a more of integrated service delivery by the final report to MEW. The coordinated and comprehensive increasing the information findings will also be included in manner than any one provider available and by broadening the could while acting alone. focus of existing delivery While the study's initial focus system will be on six pilot counties(yet project staff will Continued on Each �2'Sti._ _,�4yrxi a�rv`f �u%r.- ��.Mw 4�.:�n �". _. ...e..... .n-;:�,�' -� i .•r r: st s future editions of County News consultant to the Department of , She has had extensive' and in. workshops-, at.. NACo Labor's Welfare Reform experience in_ planning, meetings. Planning staff and with local coordinating, and administering communities in planning and drug education programs on the PROJECT STAFF developing social service national and local levels and in programs for federal funding. the editing of, a weekly AI Templeton has joined the Templeton was associate newsletter on drug education. NACo staff as director of the director of the Day Care and Ms. Gooch has also served Allied Services Project. Child Development Council of with the West Africa Desk of America. He has worked Peach Corps/Washington,. with extensively with community V1STA's,legal.services program, action agencies, was-executive ,,. }� ti. director of the DeKalb County (Ga) Economic Opportunity Authority, served as a community action technician X14.4 with the Council of the Southern Mountains in Appalachia, and did technical ,assistance consultations.with a number,of local agencies.He has also taught junior and senior high school. ,Assisting the, project as research will . be Ms. Mary Gooch, Ms. Gooch .comes 'to NAGo from the. National AI,Templeton Coordinating Council on Drug Mary Gooch . ~immediately prior to joining Education whero.ahe.served for ;;and with Project Upward Bound; NACo, , he ..worked as a j three.years,as assistant.ditector, a secondary education program. +,z�• x ` ;.z!:t s;T,;, S4v,,;,Y: �.-.F. t�1!. t+,}�,t.�< 7sv g7 'r`^.61' f t "`� t:. k+ a 1 ,t'T• t ? :•! t 5.1 .x.� ? .:5. � �.r �' t '�-a'" . w, kR rA,t2 x�i" 33 .?.fr7 x��`t y'�F'� ,yi�'a'�i` �M`i�4.°,y.�'!. ".".�.-�,„ .Y`i, a.rt...S.�.s''nY� Y49,S�w�.f} f5r v�'.�• .Lk "lri ktS �,.�.?.,,� i�r-� f it.; ks+r'ff*�;'„� -1. r..a_ n:4 F,� t.u_�E'v}��Y.ess�c'+Z'�? � :c . 3 ;�'�` � � ,�'�k �i' "�?'@`�s j v _�y �3� k '� �'.�r�;l�,��5>td� � � ki�i'���� h •� ���+ `' .. ,'2��•^ +'��,�x”' is In HumanResourcesEx er To Discuss Allied Services Editor's note: This is the administrative management County, Calif. second part of a series on and personnel officer, Donald F. Weber, senior the National Association of Cooperative Extension executive assistant to Counties Research Service of Cornell County Executive John L. Foundation 's ' Allied University (involving 56 Doyne, Milwaukee County, Services project. county extension Wisc. Weber also served as a Experts from the fields associations), and was member of the Milwaukee of county management and director of chapter and C o u n t y Board o f human resources will meet membership services of the Supervisors from 1960 to this week on National American Society for Public 1966. Association of Counties Administration. The workshop has been Research Foundation's Joseph L. McGavick, designed and will be ( NACORF) services county administrative conducted by Fred J. integration effort. During officer, King County, Wash. Lundberg, director of the the coming year, these McGavick is a member of Institute for Urban experts will join the the State Advisory Information Systems, NACORF staff in providing Committee of the U.S. Civil University of Cincinnati. It technical assistance to six Rights Commission and will run for three days and pilot counties in connection served in the Washington serve as a traiping forum for with the Allied Services S t a t e H o u s e o f these county experts and Project (see County News, Representatives where he NACORF staff prior to the Vol. 5, No. 1, Jan. 12, was a member of the pilot v i s istations in 1973). Appropriations Committee , connection with the Allied Joining the NACORF vice-chairman of the Local Services Project. staff and representatives Government Committee, Sessions will be held on from the U.S. Department and a member of the the objectives of the of Health, Education, and Committee on Education project; a study of some Welfare will be: and Libraries. pertinent efforts in services Mrs. Lois Blume, dean of � integration that use continuing education, This article is reprinted from information systems Adelphi University, Garden COUNTY NEWS - January technology, including the City, N.Y. Mrs. Blume 19, 1973 Chattanooga System, the formerly served as the Nicholas M. Meiszer, Deportment of Health, executive director of the county manager, Forsyth Education, and Welfare Nassau County Drug Abuse County, N.C. Meiszer has project at the University of and Addiction Commission also served as City Manager Cin c i n n a t i, and the and as federal and state aid Department of Housing and in Henderson, Ky. and Urban Development's coordinator for Nassau p Gulfport, Fla. and as stems Sti f I Urban Information County. She has also served assistant city manager of Ury as a consultant to NACoDayton,Ohio. Advisory Committee and to the counties of F r a n k P a n a r i s i , (USAC); setting goals, Orange, Onondaga and techniques of delivery, and administrator, Human techni ues of evaluation of Dutchess in New York. -techniques Harvey M. Lincoln, Resources Agency, San services mtegratian systems; Diego County, Calif. le 'dation and legislative executive director of the g Manpower Area Planning Panarisi has also served as trends in the field; and in p g executive assistant to the developing a comprehensive Council of Metropolitan Board of Supervisors and Dade County, Fla. Lincoln assistant chief probation workplan for pilot site has also served as the officer in Los Angeles visits. g The findings of this workshop will be reported in a future issue of County News. aTs,r.k,L•,,:.,., ., .._ . .. -_ ,... .... ... _"r a,dF., .. .. '_k..x .5 K! r.� � � v Sti v 5 4�`t� b a Human Services Workshop Held by Mary Amsden Gooch } { +fit tt kI} a }4z 9J4r}SR+ids Research Associate s ,xf, , .- Allied Services Project ` ` I ' � �` " �} ' €iT"I ;00 } -Yw The proposed Allied Services Act and ways in which NACo can assist #•. ' ` a, counties in integrating their human services deliveryi# systems were topics discussed at the National Association of Counties Research Foundation (NACORF)JAllied Services » Workshop Jan. 15-18 in Atlanta, Ga. � Partici stingg in the l,trf tx� s p NACo staff `1 :;., ;; : . �..•.: meeting were �1 PARTICIPATING in Allied Services Project Workshop members, representatives p are (I from the Department of to r) Nick Meiszer, Forsyth County, N.C.; Al Templeton, Health, Education, and Allied Services Project Director; Don Webber, Millwaukee Welfare (HEW) and six County, Wisconsin; and Bob Baitty, HEW Project Director, experts from the fields of county management of r human resources. The � F . workshop was designed and �' .. r° conducted by Fred Lundberg, Director, Institute for Urban f w Information Systems, University of Cincinnati. his article is reprinted from LINTY NEWS-February 2, 1973 During the.workshop, a detailed plan was formulated for the Allied Services Project's work with : six pilot counties under a grant from HEW (see DISCUSSING ALLIED SERVICES Project at Atlanta work- County News, Vol. 5, No. shop are (1 to r) Joe McGavick, King County, Wash.; Frank 1,Jan. 12, 1973). Panarisi, San Diego County,Calif.; and Harvey Lincoln, Dade The plan will assist the County Fla. project staff in retrieving detailed information on services integration efforts Director of Federal Affairs, been delayed several times, taking place in these spoke to the group about but are now to be issued by counties. The characteristics social services and welfare the end of January. of data collection for the legislation, and trends Tabor expressed a belief pilot sites were discussed at expected with the 93rd that current funding trends length. Project Director Al Congress. are toward special revenue Templeton indicated that Although Congress has sharing (block grants) for the six pilot sites will come authorized a ceiling of $2.5 health, welfare, and social from among 31 counties billion for social services, services. Each bill that was who have completed a HEW i s rewriting vetoed by the President in preliminary questionnaire, regulations which could 1973 was discussed, and tlio and that final selection will reduce permitted state and possibility for their being b e announced in county expenditures to less mid-February. than $1.5 billion. The Continued on back Ralph Tabor, NACo proposed regulations have " w;%'x' .... t, ,' .. ti, - r•- ,__ ,, ° ) . ....�7...,,..».s � :., ,.dt+.t._..5,",tY....'qtr ni3�'='Y:h�',°��'rn'�'r�sa�,i,i.�r�cs*a&.a-:+6`5.x:ax.,.t v..t3,'3.,-�t�4-'r* reintroduced along with Systeins Interaggenc various new bills was Committee (USAC y Ohio area. This.information considered. ) a permits central: planning Among the materials consortium of ten federal odies i.e. distributed at the materials ( Community departments and agencies, meeting chaired by a representative Chest, Community Action were legislative abstracts on from the Department of were ,agencies, local OMB Circulars A-95 and Housing units of government, etc.) A-102; the omnibus social Developmnt(HUD),Urban to view agency performance security, welfare, medicare and changes in client bill - H.R. 1 (Public Law USAC/HUD is currently conditions. No. 92-603); the Revenue sponsoring the development In addition to Lundberg Sharing. Act; and the Allied of prototype Integrated and Templeton, the Services Act(as proposed in Municipal Information participants in: the 1972). Richard Verville, Systems (IMIS) in six cities, workshop included: Mrs, Deputy:Assistant Secre The Inatitue for Urban Loris Blume, Adelphi Y Information Systems.atthe University, N.Y. . Harvey for Legislation, HEW University of Cincinnati was Lincoln, Dad County, Fla discussed the Allied Services also- discus'sed. Under the Nick , 'Meiszer, .Forsyth Act's future" and its direction of Lundbe this County,_';N.C.; Frank implications for counties �'+: (see accompanyingarticle). network' ` of information Panarisi, San Diego County, subsystems' supplies Calif. Joseph McGavick, Lundberg discussed some processed nformation on Kin Count current urban information human,, services client Weber, y, wash•;., Don systems which have Milwaukee :County, significance ,,:for, human characte"ristics� services Wis-;; Robert Baitty, HEW services integration at the' d e.1 fiver e d , W"6 r'k e r Project Manaagger and Mary local! level. Amon these , p'e'rformance , and Gooch, ,NACORF/Allied Among measurement of units of Services Project;staff. s attar m s Tenn. t , service delivered, by Chattanooga, Tenn. area, individual human services ' and the Urban Information agencies in the Cincinnati, r r f t __ 1,a i `k.- � ;nt�� �.'> ' L,�`x' ✓Y t ..3; t�` 't a.,x..n 3 nt;�:`;"z^ .� �atE � ,o-^� w - z }1 t pt .p S 4:'t➢. LC. �.�. _ *„ ,.�a-��.\�',."''GaT` s {y,;"�*�'"'�.,�"t• y,, alc .e;`;u� ' .� `Si' ,�'1 .iEr� v-r, iR't, � ._44, '3 tai'sl Allied Services Act Discussed At Workshop by Al Templeton,Director Allied Services Project agency in each area to assume this as consistent with special The Allied Services Act's prime responsibility. revenue sharing and an overall future and its Implications for In such cases where a state federal approach to channel p might choose a lead agency that categorical counties was discussed by Is unacceptable to HEW the g programs rota a Richard Verville, Deputy HEW Regional Director will have system which will diminish Assistant Secretary for review authority over that fragmentation of services, Legislation, Department of decision.HEW has made a strop increase the people and all of Health, Education, and Welfare commitment to regionalization services to people and allow e (HEW), at the National and it is felt that the ten regional better methodology to service Association of Countiesproviders. Offices will gain more Research Foundation responsibility. The bill would be Verville pointed put that, if (NACORF)JAllied Services passed, the bill authorizes Project workshop Jan. 17, in , planning grants to local Atlanta,Ga. 1 k governments and grants to The bill, as drafted in 1972, '; , � t consolidate support services, calls for governors to divide s . transportation and management states into local service areas. `�� systems,Y ,gluts states These divisions would take into and local agencies the right to account service needs andtransfer HEW monies between zL„ resources, existing boundaries of HEW programs, and offers the Individual service programs and opportunity for waivers of planning areas, and the location statutory and regulatory of units of general purposeA, requirements In special cases. government within the state. When questioned as to a Each local plan would be possible pass-through to the developed by local units of Richard Verville local level, he said this option general purpose government,and optional and aimed at state was not being considered at this each would Involve the various government,he said because the time. He felt,however, that the public and private providers of bulk of HEW funds are currently logical "coming together" point human services. A minimum of channeled through states and for allied services will be at the four human services programs, therefore, they are the logical local level. including public social services, focus. would be manditory. Conceptually, Verville Each governor would then explained, the Allied Services T its attic a is reprinte from consolidate the local plans into a Act is an attempt on the part of COUNTY" -February state' plan using a designated HEW to simplify and integrate 2, 1873 state agency. Additionally, the the programs of service delivery governor would designate a local under it jurisdiction. He views "•1 t } y r „...ex- ) #' G.. .*H s 4 F� r:4 •l. «�:r� k L }+ N4F COUNTY NEWS—March 2, 1973—Page 11 Pilot - Counties Chosen . For Allied Services Six counties have been annual convention and selected to serve as pilot periodic workshops. sites with the National The six counties were Association of Counties selected from a list of 21 Research Foundations w h o completed a (NACORF) Allied Services questionnaire designed by Project. They are Orange the Allied Services staff. In County, N.Y.; Shelby selecting these counties, the County, Tenn.; Marion basic criteria used was County, Ind.; Blue Earth geogmphical distribution, County, Minn.; Maricopa level of population, County, Ariz.; and Contra demographic characteristics, Costa County, Calif. government structure, and The project is funded by vertcharacteristics; and the Department of Health, e g r e e o f county Education, and Welfare involvement in services (HEW) and is designed to integration. The pilors retrieve services integration represent HEW's interest in information which will be a p heterogeneous mix of useful t o HEW in • counties, crosscutting the formulating the proposed four criteria. Allied Services Act, and to assist the pilot counties in Project Director Al their services integration Templeton expressed regret efforts. In connection with that more counties could this project, the staff not be included in the intends to disseminate study, but reconfirmed information to all-counties NACo's intention to assist regarding legislative dther counties 3n their local developments -in allied 'efforts•by providing services services and . general 'integration information, as • information about. -local it becomes available,and by services integration efforts. conducting .workshops *on. , This will .be done-.through -experience gained-' in County Neuss, and in working with the. pilot conjunction,with NACo's. • _ . . . ... _ • .. .. counties.;,. -,,i,:,, ��,,1�:�.x• .. A%- r • sy a °'A w3lf;."#:.9 �,is�q�.%' tfi t r w4 rt. t,. tX •,,�5. 4 ;� t'. t a •x x v s 6 x} ��p�_ Qru'rS'' �3 T:'z Rx 'K w `j?. 575, t� '�r.+:l.c `i i t E "�,..... .•.....: $ -1d. J•Mr�+•5..aF A•.t♦"a.•.+ia rt .•LL.• •`• `.GJ..�...«r. _ .T._ '3 �:" ,;'•'' :}• .�' :.., ',. _•;�'F�i�}:PII{•,'P113\!1R•�SS'. . • I3t�CKGFtc�;D. . . •s.. . ••�� ` ' • .. Education Qradun ted frail' John • Burroughs High School, Burbank, California., in 1952. Graduated from Occidental College in 19561 • with a major in Political Science. Graduate Study in Public Administration at California State College. Experience Los Angeles County 1956 - 1971 ' Started as Administrative Trainee in the Chief Administrative Office, July 1956. Two years as Eacecutive Assistant at Olive View Hospital. Two and one-half years as Assistant Division Chief of Administrative Services in the Probation Department. One and one-half years as L%%ecutive Assistant with the Board of Supervisors . Three years as D.ecutit►e Assistant and Acsistunt E,ocut•ive Offinnr of the Board of Supervisors Two and one-half years as Assistant Chief Probation Officer. . ,•.. :• ;:' �',r•. , .. •� ' aY:'2 :' 19.?1 .tri; ;prdsent•- --' •Human;Resourpes. • � Administrator County of 'San' Diego U.S.* Army • Presidia ofiSan Francisco, 1957-58 ' .Family Wife - Marti (Griffin) Pariarisi 'of' . • ' • t : ' _ ;t Burbank ' ':'•r ... ' Children' - Lori) 14; Michael, 10; Craig,6 ' . t Home 4924 Sunk:ise 'Valley Drive El Cajon, California Birthdate ' May 103•. 1933 + ' • t 1t.• jfl ', { t F T 1 {R `'•. .' s f r i x 'R•t 4 . f tYX! ky,, xt {..fi.,�ru.'A��<:..".:•s�F ,.%:r rky,y �,- i t. xr2.,.,s'..,.tkrtc c�r?�.K�.•.:kf y,•.. `�'�'w C,-;� xt! . S,' i.•L}�},X��.�ffi3 'ii t• �;c'��"�:� �` •��.. �z �''.v'�fu9r�:•". �".�' �i _ { vst„R•o-r='rox�`.+st : at„l�,n.,4�'`r � 3'�i.�.,' i YI FACT- SHEET JOSEPH L. McGAVICK . PERSONAL Born: Tacoma, Washington - March 30 , 1935 Residence: 4032 Burke Avenue North Married, wife Carole Lee; Children - Michael, 14, Molly, 12 and Meaghan, 6 Education: Bellarmine High School, Tacoma, 1953; University of- Washington, 1962, Bachelor of Arts in Political Science Employment: Bounty Administrative Officer- - King County, Washington since 1971 Prior Employment: Administrative Assistant and Deputy King County Executive, 2 years, Administrator, Systems Planning, Materiel Dept. , The Boeing Company, Commercial Airplane Division -_..12 vears,., previous assignment,. Manager, Inventory Management and Purchasing 1. LEGISL.�TIVE & GOVERN.SNTP.L EXPERIENCE: - Member, State Advisory .Committee, U.S. Civil Rights Commission -since• 1971 ' Chairman, Washington State Board Against Discrimination 1969 Member,• Washington State Urban Affairs Council 1969-1971 • Member, Washington State Commission on Civ;.l Disorders 1968 Elected to the House of Representatives, 1966-1968 .r Vice-Chairman of the• tonal rGoverriment Committee •of • the• House; ;1967 1969, , Member of the Appropriations Committee 'and the Committee on • - Education and Libraries ` ' r a71 5 .",�� rV3� ..'t .�'!'• ;'•«b :T'1�':i•�• '•a '•. •,.sY,• .,..t•,!.�.'�J,. �y".4t!F�i r•_. f.�• ,y:' .�i—f•'^'...,...... •• �ti �. 4 FACT SHEET JOSEPH L. MCGAVICX (continued) Page 2. & GOVER.??AEaTAL-EXPERIENCE (cont'd) Special. Member of the Legislative Council and its subcommittee on Local Government '1967-1969 By request of the Speaker of the House, served on the Legislative r Council Cormittee on State Institutions during its hearings, on Rainier School, Northern State Hospital and the Director of Institutions Member, Washington State Council on Aging - 1965 to 1968 2. CIVIL. ACTIVITIES: Delegate to The Governor's Conference on Decisions for Progress, 19vs Elected to the Board of Directors, November 16, 1969, for the • Church Council of Greater Seattle. Member yof the Education Cor�riittee of the j:allingford' Community •,' '1CoUndii-. Co.;-Chairman,• -P3.anning .C4mm ttee; •1970-1971 . , • Member of the Seattle and King i.ounty.biunicipal League, 196 ', to 19: Member of the Committee of 240 of Forward Thrust; member of the Legislative and Speakers Comrriti;ees of Forward. Thrust; Member • �"~�' Pi:iorities Analysis'"Commi•ttee.' 1'+)6.9 •`i''. •t • t Member of the Group Health Cooperative .1956' to`-present,, 'Committee on Legislation 1966 to 1969 ' Member "of Allied -Arts..of Seattlo, .Inc:••-1966 .to' 1970 Member of. the Pacific Science Center- 1966-1969 Citizenship Chairman,' Interlake School 'P.T.A.-, 1967-1968, - 1968-19-6 • Past. and . current 2nd Vice President _(Program), Interlake School • • • P.T.A. , 1966 to 1967 , t 1, .. ,1:, -. .. s. ..�' a .. r .r n .f:;" s .h._,..z! .t`M A-L«,.Y-:7,.$�.S„*#at.Y ct'Y3h$"tF',F }•fit,4'{JkTi�#i'Sr 'lk ;t44 _ '•'S'�',4j„s•11,•'"-: ��#•. .MV',�}i. �•".'!: rr'�L -.t, r ✓i wt:), y , *.,�aY�•,+ '.F.y .+C•z.' ` ti'f ja..4t. •,S ; „•t,.-.•. z yam.: ,e'•�.• +.. �_. FACT SHEET JOSEPH L. McGAVICK (continued) Page 3. • 2. CIVIC ACTIVITIES (cont'd) Past co-president, with Carole, of Interlake School F.T.A. 1965 to 1966 . ••-- -----F3elegate to the' State' Convention- of -the Congress of. -Parents and Teachers, 1966 Member of the Seattle Urban League and Member of its 1.967 Board. 3. POLITICAL ACTIVITIES: Member of the Board of Trustees and Past President of the Young Republicans of King County, 1965-1970. Member of the Republican Platform Task Force of the Washington State- Central Committee, 1966 and 1968 Delegate to the Republican State Convention, 1964 and 1968 Precinct Committeeman, 32nd District, 1963 to present L + A L +j,` r .�}„' k ", t i j" 4 x a .+t r, _ rr ,,,, « ?w .x `• F 't t x x.;L k -x•.•:: t.;i .-;.,' ¢k ..n-te. .•.>,.:S�'M{r •�.p..c,. t .. i"`� uu>, b a ti h...�.arx,t(y&;..`^;a t r ..aS� u'� .-rt.xc rya.x: ; :♦t�i..�t..'J";�''.. !?i.�M� .r 1..`3 e artier,r.*'i '!sa<":�v€k „"'��ai3, yµt,�„a.i'x T '% "F �iZ y.t-.. F...r _9 ,�re?� k �''S�".:,1`. � �({ .•: . ar•�kw:S 5+., . ^�e,• ... z�.r.c '.=�'.°�75�'.E�;..� +a�9t.^t""'.'"!.�W-:'r`-.e�,3E.L ,�C.; '+•' ., . ! �'��4'b�'",..�'..'7i��.•'�r'�.:rc�`sa`�«°*.x"3a .cS�irvr.�.fi a::a:t�.ks,:�:'.ts?K.. ;+t' •i':y�•.:.'• •.� .✓:.�, •l.�,!�" tray+"' :. �r' ♦..•ai ,, f.•- •"i,•'• , ! Resume 1 ENDFRED J. LUNDBERG ! I. EDUCATION: t Doctor of Philosophy. Graduate School of Public and , International Affairs, University of Pittsburgh, 1971. Major in Urban . Affairs , with minor in Governmental Finance. Heavy emphasis on using systems concepts for solution of critical urban problems. , Master of Public Administration. Graduate School of Public and International Affairs , ` University of Pittsburgh , 1966 . Major: Urban Affairs ;• with emphasis on behavior of municipal governments and of large urban complexes. Minor: computer technology 'tt with urban applications. ' 1 Bachelor of Arts. Brigham Young University, 1959, Major: Political Science with strong emphasis upon municipal manage- ment as a profession. Minor: Economics and. Modern # Languages. . . y . II.- PROFESSIONAL EXPERIENCE Director, Institute for Urban Information Systems , ,University of Cincinnati, 1965 to present (February1973) . Created and guides work of the Institute in building urban information systems ; creates new data .flows and i'• • ' ' prb'ves 'existing' sources to . siipply laege data bank, ' €- ' improvides 'technical assistince' to local' agencies in research in- urban information systems.; researches urban change factors using banked- data; searches data base and issues variety of information reports for users; .and serves as.:consulting- resource to wide•.variety ; ' of urban organizations. Teaches graduate courses in ' Computer Technology and Urban 'Information Systems`, - *, Assistant Professor 'of Community Planning, University of Cincinnati; 1965'.to. present (Feb.ruary 1973) ` Research ,Instructor, Institute of Local Government, University • of Pittsburgh, 1964-1965. . Structured and directed research project's contracted , by the University with m.; h coaunity organizations. Wrote ; . :research reports and edited reports prepared by others: -Taught graduate courses for students in the 'Graduate School of Public and International• Affairs 'and .special r x - y r, $., ?'•;it < F Y i y ✓7 n$ " 'J'f i�..a + T.„sc R', .. _ .. ,., .. +4..,: t x..n .... t.at ,.viE. �aea�T.tl,•�. K ' v.. r,.:t�nk.>. ,r f;. .S'•".rC'.S" '.�t'"r: :•,':rt.•.w. .•�.y::'r' «i.. '!'�'«..�•"s`:•'•G:S.":'' :.:`'t •j. t''.� •,,...i�•, ;„ik..{,•r,^• .Ta•ti .r.,�.+'' .: .�«. .`f,y short courses for local government officials and others,. Doctoral student and Assi.stant' to the Dean, Graduate School of Public and International Affairs , University of Pittsburgh, 1961-1964 . Performed a wide variety of administrative tasks for the Dean, including the development of faculty records system, drafting conference programs and seminar outlines . ' for national and international meetings and replied to wide range of correspondence to the Dean. • Positions held in local government administration, 1957--1961: Assistant to the City Manager,. Fiscal Analyst, Director of Personnel, and Administrative Intern. Developed new civil service system, prepared budgets with emphasis on cost-cutting techniques, carried out management studies and reorganized various departments and functions according to the results of the studies. • Drafted working outline of new legislation for comple- tion by city attorneys , and various other tasks as assigned by City Manager. SII, PERSONAL DATA Aqe:• 41; height: 613" ; weight: 214 lbs; Caucasian, married; 7 children, Army veteran; good health. Religious Affiliation: Church of Jesus Christ-of Latter-day Saints. Present: First Counselor, Cincinnati Stake Presidency '" Foizner: Bishop, Cincinnati' Seeoncl Ward r' Ci.'ncnnati stake, '2968-1970. ' Member of Stake High Councils, 1963-1968. • Missionary to Uruguay, 1950-1953. , Mi.l'itary -Service: U•.S. ,Army,:,15.3-1955. •:' "_`' PROFESSIONAL 'ASSOCIATIONS • Urban. and Regionai .,Information Systems Association` Affiliate,' American Institute' 'of Planners. . ' American Society for Public Administration. Ohio Council on :Urban Affairs. Housing and Research Committees, GreXter Cincinnati Chamber of Commerce. ' 1 !lN,�"Y . •I ••I•r•:l•\ +f �,�.1�•''•' , , •+I. 4.•• /''I. " •i f •��r i\\ •I {«.�..� 1.- . i V, -PAPERS AND PUBLICATIONS: ' "Use of an Address Coding Guide in Relating Housing Information, " November, 1971. Paper delivered at Census Users Conference, U.S. Bureau of the Census , Arlington, Texas. For publication by .the Bureau• in early 1972. "A Prescriptive Design for an Information System to Monitor Urban Change, " Ph.D. manuscript, 269 pages, September, 1971. "A Uniform Building Permit Application System Utilizing Computer Technology, " tenth publication, Housing Planning Information Series, Department. of Housing and Urban Development' ' 1970 (with Douglas E. Warns) . "Plan for the Reorganization of the Cincinnati Health Department," study report for the Cincinnati Board of Health, 1970 , (with Charles J. Austin and Douglas E. Warns) . "An Operational Social Service Information- System, " Proceedings of the 7th Annual Conference, Urban and Regional Information Systems Association, 19690 (with Douglas E. Warns) . "A Preliminary Plan for the improvement of Public Services in Perry Hilltop," a large-scale study report for Action-Housing, Inc,. , Pittsburgh, Pennsylbania, 1965. 351 pages. "An Information Systems Role for Urban Universities," Proceeding of the 10th Annual Conference-, Urban and Regional Information Systems Association, 1972. a iyL ;< 1 x, t`. ti • `� tk ; • s' 1•{' yk 'L `. 1"t S .. s:.:•i?'�\2 k`•6.,3�'y;�v{?wFr.�•�a:?kki''; aifpn�f.^aN,',-�'� ?r' °"''�4;.' .- YCe ;'3�Ci 'K P �• • ,. - . MARY AMSD; N CUOCH 301.G l)Ui:3AXTO': AVrWE.. Id .W. H01-I::: 333--ii6 37 WASHING-A.-ON D.C. ?0007 Orri r: 466-8150 EXPETLITEc1;;E Present: ASSISTANT ]ARTECTCR: National _Coordinating Council on Drub* -pa Educatiz^; /� ':itlli'.�t(111, •U.�'. , I1C�:i .^Ci It a-Yug eauc.. gan- Li.atisra concerned with dissemi nat i r-g correct and unbiased �1>a i.nfor:cation on use and abuse of drugs to constituency and t reneral public. Duties include: Di.reotor of Member- Activities : - Plan, coordinate and admin- 3 M7 4dL:cc:'tlun t1C•C1Vltle3 of 133 national member organ- i?,at ions . Public P.elnticns: Represent Council al: government meetings , conferences and workshops. Assist in fund raising activities on behalf of the Council. • Manage bi-weakly news7.c:tter and comprehensive drug information servi.ca . Arrange. promote, and plan evalLation of annual meetings and workshops . Office Manaver: Supervise and coordinate office staff t9 pro e3s oasis, 7 clericals) responsibilities . Extensiva eorrcaspondence and signing of mail in Executive Director's absence. Rcsear•ching and responding to constituent mail. Drafting of -1personnal. manual. Coordination of information ' within the office. Monitor foundation grants, Fe%leral grants, cost reirrburnahle contracts . Supervise receivables • and disbursements including bill payments, employee salaries , withholding tax deposits, quarterly tax reports, year end tax reports (Foran 990-•A) , }'ounc9ation Status Report (Form 4653) , and quarterly financial reports. ,Promoted from ExeciAtive Assistant to Assistant Director for. Administration to Assistant Director. 1969 ADMINISTIUVRIVE ASSISTANT: National Council on Xoi.s6 Abat.orte`h. Washington t D.C. , nonrrofiz orCI ��Iii:iari.�n• carc�►rned tiai th r;aa:ar pollution. . Responsible for roi;tine office administration : inalud:inf; extensive correspondence, rosearch, writing of newsler-cer, book.kcap.i ng, secretari:al duties ., sr-tting up aI:d coorldinating national ineet .ngs, workin- with press and eoordinat:-ng activities, of iiiembar;h i p. 1.96:: SENIOR SECiIF."IV RY: Peace Corps, Washington, D.C. , r;ecra'l:�. �.ar'ul dut - Is in repar,ati - , for aesi ffni inr:i: as Admini.strAtive Au::i;- . tarlt in We`1t tlfrica. Decided against &oing oversf as . :�,. mow:. ...y.•y s.. :.:::.:: ....._... :1{.. 'i'.` _ •Jw 'i ��..t . .'�. ...--: k`•`:o:rr. ..... .•tsa.,. ..:%Jw:;�s�1#x"'-"r4.._._..m::ri:�e.�;6Kt�^::n..zs......M-t;��A;iE`•r'&�:-::.uv:,9`r �:•�r�u4t, 2 1966-68 STAFF ASSISTANT: Educational AScociates, Inc. , Washington, D.C. , nonprofit education organ zation formed to administer the Office of Economic Opportunity ' s program' UPWARD BOUND. . This program was a summer school for secondary school students from poverty backgrounds held on 250 college campuses across the United States , with follow-up efforts during the school year in various communities . Responsibilities included the 'scheduling and coordination of all consultants ; writing evaluation summaries of consultant reports ; setting , up and coordinating national meetings; and secretarial dutie6 . Promoted from Junior Secretary to Executive Secretary to Staff Assistant. 1965 DESK CLERK/SKI INSTRUCTOR: Squaw Valley Lodges Olympic • Valley, California. 1963-64 SECRETARY/CASHIER: E. F. Hutton and Company , La Jolla, California. 1962 SECRETARY: The Coldwell Company, Los Angeles, California. EDUCATION '1960-62 Bradford Junior College, 'Bradford$ Massachusetts. A-A Degree. 1956-60 Emma Willard School , Troy, New York. Secondary Degree. SPECIAL QUALIFICATIONS Complete knowledge of office management and supervision, bookkeeping procedures . Typing: 70wpm. Working knowledge of all Xerox machines , adding machines, mimeograph machines, PBX switchboard, addressograph3 and IBM mag card selectric. OTHER ACTIVITIES- OF INTEREST Volunteer work­ in several areas of national and civic interest . . .Resurrection City in June, 1968; New MORE in November, 1968 ; Kent State Memorials at the New York Presbyterian Church in Spring of 1970 ; Me Carthy for President in 19GS ; and as ex-member of the Washington Junior League, have tutored first and second graders in inner-city and have conducted tours of the National Gallery and Smithsonian Institute for inner-city residents . PERSONAL Born May 211 , 1942 . Health E-.---:%_,llent M,-Irit&l Status: Single PERSONAL REFERANCES AVAILABLE ON REQUEST Resume of. . . Al Templeton 2452-39th PIace,N.W. Washington,D. C. 20007 (202) 333-6488 PERSONAL Married. Date of Birth: June 4, 1938. Height: 6' 1%1'. Weight: 176 lbs. Excellent health. - EDUCATION Eastern State University, Richmond, Kentucky--M.A.,1963. 4 Major: Secondary School Administration;Minor: Social Studies. Transylvania College, Lexington, Kentucky--B.A., 1961. Major: Sociology -Economics;Minor: History-Political Science. SUMMARY OF Over 12 years of continuing and progressive intensive education,in-service PROFESSIONAL training,and experience in the direction,administration,and management EXPERIENCE of education,social service,and social-action community programs. In- cludes technical service,selection of staffs,fiscal control,preparation and implementation of procedures, community organization,program develop- ment and evaluation,program writing and the interpretation and coordina- tion of federal and state programs on the local level. Strong contact with government,voluntary, public, private and religious leaders,as well as with low-income participants. U. S. Civil Service Rating: GS-14. PROFESSIONAL Self employed as Consultant. Work extensively as Consultant to Depart— EXPERIENCE EXPERIENCE went of Labor's Welfare Reform Planning Staff. Specific focus on child care,its program aspects and legislative development. Represented De- 3-71 to oc-r � � partment on six months' Interagency Day Care Task Force planning and .Date— developing Federal system for use by local communities and states. DOL's liaison with DHEW's Office of Child Development,developing planning guides for day care;reviewed and conducted staff work on feasibility and programming of the Federal system,including contact with Federal re- gional personnel and program operators. Work with WRPS� on employability development planning. Draft issues and position papers for policy resolution: subjects include collection of r employability data and development of data with view to program en- rollees and available employment,training and supportive services infor- mation;review compatibility of plan with other manpower programs. Participate in overall staff welfare reform planning including review of pertinent legislative provisions. Employed by local United Way agency in developing a package of social services for Federal funding. Work includes forming the basic planning approach with executive staff, meeting with local public and private agencies to determine their needs and capabilities,devising plan for service 'deliverers, writing work plans, structuring budget work,and preparing �;` ' '`'' ;��; • :'''contract for Federal funding. Serve on continuum to provide written re- • ports regarding legislative and funding information,and to review and recommend approaches to delivery of social services. L; Do short-term work with a number of firms in•providing social policy and • •'' position papers,legislative information,prospecti and program design. . Al Templeton Page 2 Day Care & Child Development Council of America,Inc. Washington, D. C. (Private, non-profit organization promoting development of locally controlled, publicly supported, universally available child care systems through public educa- tion,social action and assistance to local communities.) 1-69 As Director of the Field Services Division (and one of 4 Associate Directors to of the Council), exercised complete administrative direction of the Division 3-71 (staff of 10), including field representatives, materials development support, and administrative support staff, Guided field representatives in planning approaches to working in communities, utilized staff meetings and individual counseling to insure proper conduct of Council programs;developed a mem- bership system for organizing local people into dues paying gfoups. Con- ducted a complete evaluation, overhaul and conversion of administrative procedures to a more efficient system. Designed a systematized report for field representatives which expressly categorized the results of their field activities. Disseminated appropriate information to other operating divi- sions for Council use. In addition,supervised the staff compilation and preparation of field materials,and the coordination of these materials with the Information Services Division. Directed government contract Community Coordinated Child Care (4C) program during wrap-up phase, including super- vision of field officers and support staff(10 people),closing out contract obligations and converting field division to other agency activities. Primary responsibilities included participation on executive level in the iormu• lation of Council policy;planning,programming,implementing and evaluat- ing Council activities,such as sponsoring meetings and conferences,and joint endeavors with other organizations in promoting programs for children;con- tract preparation and negotiation with pertinent agencies;and liaison with govemment,business and civic leaders in achieving the goals of the Council. • 6.68 Self-employed as Consultant in'manpower and*community action related to programs,including preparation and submission of program proposals to . 1.69 appropriate federal agencies. Additionally,designed programs and budget adjustments,redesigned administrative procedures(including office tasks • knd'job descriptions),and wrote contracts. Involved advi§ing staffs and staff • directors on specific actions; preparation and discussion of written reports, - and interpreting program needs of local'level agencies to,field officer in Washington. Formulated administrative system for neighborhood services ` center,served as member of special task force rendering technical assistance to'Indian' community action programs;and as liaison consultant in formula- tion and implementation of coordination procedures between a community action and a model cities program, ' 12.67 Economic Opportunity Atlanta, Inc., Atlanta, Georgia to ;Coordinator,New Careers-Atlanta Concentrated Employment Program. • 5-+68 Directed staff of 9 professionals and 3 clericals in the overall administra- tion and implementation of New Careers program,designed to develop work-training slots for low income participants. Responsibilities included staff selection and training,interpretation and presentation of program to 3�hr ..a-:.k .,. ,. _ -Z .. k.,• },.. ..L . r'(•.:.. - ` _..:.4[ .. .._. ., ... s . .w .nt._.} ,r _ ..., _.... r 74 ..4 _+. -n_..:` .w`,`l:jz • ��' •Al Templeton Page 3., various federal, state and local social agencies, preparation and submission of reports, development and maintenance of enrollee information files, and program adherence to federal guidelines as well as compliance with host administrative regulations and procedures. 1-67 DeKalb County Economic Opportunity Authority,Inc.,Decatur,Georgia to Executive Director. —_ 11-6? ' Directed entire community action program(CAP),responsible for guidance of staff of 11 professionals and 3 clericals. Involved selection of staff, field visits,staff conferences, fiscal control responsibility,preparation and sub- mission of progress and financial reports,and coordination and interpreta- tion of programs with the delegate agencies and the community. Planned, implemented and evaluated community development proposals. 7.65 Council of the Southern Mountains, Inc., Berea,Kentucky to Community Action Technician. 1.67 Organized low-income residents into community action groups,advising on appropriate guidelines and actions. Aided in the development and evaluation of programs and their coordination for local use. Assisted in procurement of federal,state and local aid. Wrote proposals,worked with local community action program staffs,prepared training materials for workshops involving the poor,advised Boards of Directors, and aided in staff selection. 8{1 g-53 Boards of Education, Princeton and Versailles, Kentucky , to and -to Teacher/Chairman of Social Studies Department. 6-62 6.65 Classroom teacher,junior and senior high schools. Named Chairman of Social Studies Department with responsibility for developing pilot teaching project. Included selection of classroom materials,preparation of student reading lists, compiling materials and texts for staff use,and conducting planning sessions. Summers•49S8, St.John's Camps . . and 1960 to 1964 Delafield,Wisconsin ' Began as Counselor,responsible for care and welfare of six campers, Taught five activity classes and maintained contact.with,campers':parents. Advanced - • • to Unit Head (1 of 6) with supervision of li counselors and'overall responsi- bility for 36 campers and.their welfare and relationship with counselors;., maintained camper records. Organized activities, served on camp-wide com- mittee for policy decisions.' Last 3 summers,served as Assistant to Director (1 of 2) with overall program planning responsibility for.200 boys., Involved implementation and direction of camp activities, policies and procedures. -Prepared guidelines,orientation materials and trained counselors, •Developed -camp schedules and policy memoranda to ensure camp's smooth function. MEMBERSHIPS National Association for Community Development;Day Care and Child,De- velopment Council of America, Environmental Defense Fund;Save the Children Federation;Council of the Southern Mountains. . REFERENCES , Available-on request. a JAMES P.-KENNY. RJcmmO,,,D THE BOARD OF SUPERVISORS OZT DISTRICT ALFRED M. DIAS ALFRED M. DIAS, SAN PABLO CHAIRMAN IND DISTRICT CONTRA COSTA COUNTY JAMES E. MORIARTY JAMES E. MORIARTY. LAFAYETTE VICE CHAIRMAN 3RD DISTRICT ADMINISTRATION BUILDING. ROOM 103 W.T. PAASCH,c:UNTY CLERK WARREN N. BOGGESS, CONCORD AND EX OFFICIO CLERK OF THE BOARD 4TH DISTRICT P. D. Box oil MRS. GERALDINE RUSSELL EDMUND A. LINSCHMID. PITTSBURO MARTINEZ, CALIFORNIA 94553 CHIEF CLERK STH DISTRICT PHONE 2.28-3000 EXTENSION 2371 March 13, 1973 Mr. Al Templeton, Director Allied -services Project National Association of Counties - Research Foundation 1001 Connecticut Avenue, N. W. Washington , D. C. 20036 Dear Mr. Templeton: As Chairman of the Board of Supervisors of Contra Costa County, it is a pleasure to accept the invitation of the NACORF Allied Services Project, for Contra Costa County to participate as one Of six pilot counties in the project. Attached is the Board Order, dated February 20, 1973, indicating a desire to participate in said study, and Resolution Number 73/117, affirming our dedication to and support of an effort to improve systems for delivery of human services to those in need. It is my under* standin& that during your pre-site visit you met with the Human Resources Committee of the Board of Supervisors, composed of Supervisors J. E. Moriarty and J. P. Kenny on this matter. I am certain that they will'. be interested in meeting with the NACO team which will visit Contra Costa' County from March 20 to March 23, 1973. You may be assured of the full cooperation of county officials' and staff in this project and if at any time you should feel it necessary to contact the Board of Supervisors directly, please do not hesitate to contact me. Very urs ED M. C Arman Boar a Very urs Supervisors M Contra Costa County AMD/aa encls . tV� xw nt "043VIN z", `fJ TY PERVISORS S C i A T 1 O N 4= HEADQUARTERS—SUITE 201. IIT" 6 L BLDG., SACRAMENTO. CA 95814—PHONE (916) 441.4011 t SOUTHERN CALIFORNIA OFFICE — HILTON OFFICE CENTER, ROOM 722, 900 WILSHIRE HLVD,• LOS ANGELES, CA 90017 . PHONE (2s3) 625.7521 OF CA LI F 0FR -J IA EXECUTIVE COMMITTEE March 1, 1973 MECEIVED Presidents 1973 DONALD M.HILLMAN W. T. P A A S C H Tulare County CLERK O RRpA Cfi 6U CRV180R8 First Vice.MAdent: Al Templeton, Director ARCH G.PAAHAN Mr. p , gy INIono County Allied Services Project Second Vice President: National Association of Counties GERALD F.DRY Research Foundation San Mateo County 1001 Connecticut Avenue N.W. DAVID L.9AKFR Washington, D.C. 20036 Orange County JOSEPH P.SORT Dear Mr. Templeton: Alameda County ARTHURH.EDMONDS We are delighted, of course, to learn that Yolo County one of our fine, well-managed Bay Area EUGENE T.GUALCO counties • Contra Costa County — has been Sacramento County selected as one of the National Association A.A.McCANOLESS of Counties Research Foundation's Allied Riverside County Services Project- pilot sites, SIG SANCHEZ Santa Clara County We commend NACO and your office on the PETE SCHASARUM selection of Contra Costa County because Los Angeles County California county government has long come NANCY E.SMITH to look to the supervisors there for leader- Son Bernardino County ship and pioneering efforts. RALPH P,THIEL Tuolumne County We plan to note this project in a forthcoming RICHARD VANDER WALL Stanislaus County issue of CSAC News. GEORGE If we can assist you in any way in your visit SiskiyouCounty County to California in late March, please do not County Administrative hesitate to call upon us. Officer ROBE RT A.COVINGTON Sincerely, San Bernardino County y, County Counsel WILLIAM M,SIEGEL •��IIt%% :/ 7 ►�---- Santa Clara County Jack M. Mere'lman Executive Director and General Counsel Executive Director& JMM/ms General CuunChairman, Board Of Supervisors JACK M•ME REE LMAN cc� iaGly L'� J. P. McBrien, A minxstrative ficer . Contra Costa County JORNLIN CTOR SOCIAL EEMlYlCE DEPARTMENT CONTRA COSTA COUNTY MEMORANDUM TOs Clerk of the Board FROK Judy Ann Miller DATES February 27, 1973 SUBJECT: Allied Services Prof i4t Director , DESIGN OF PRE-TEST OF THE ALLIED SERVICES ACT At Mr. Jornlin's request I am forwarding to you six copies of an infor- mation memo regarding the progress of the AlIled Services Protect In this county. Mr. Jornitn felt that the Board members might be interested In the attached information. I would appreciate your cooperation In In- suring that each of the'Board members receives a copy. JAMIws Attachment Eno vift:— 1 d. y» - 11111116 Eno f=EBe29 1979 CLERK eo Ra oA SUPERVISORS 6y, PeA COSTA Co. Deputy f 5 i`, .. :.rti d Fi• i T e � 'Y"x f i � 7 i 4 a f qi�w s� ,} ..' �.',�;t x !;ti ��W � k_._. .w+�" "� . .x : t 4 :. �_�.•2d o .,.Y.��+ .t tut• t tr [Y a,.ti t4 ,ne. �En' ka D�33�`C�' n "r" ,"c�,.'���dn R. E.JORNLIN SOCIAL SERVICE DEPARTMENT CONTRA COSTA COUNTY MEMORANDUM TO: Those listed below: FROK Judy Ann Miller, DATE: February 26, 1973 Allied Services Project Director SUBJECTS k, ) DESIGN OF PRE-TEST OF THE ALLIED SERVICES ACT To Insure that everyone Is kept abreast of what Is happbnIng In the project, I am forwarding this memo to you containing news about the project, and I welcome your comments, suggestions, etc. News Items: 1 . On February 13th we were Informed by Al Templeton, Director, Allied Services Project, of the National Association of Counties, that Contra Costa County has been selected as one of six pilot counties In which NACO staff will be doing research In regards to our attempts at service integration. Mr. Templeton will be visiting this county February 22nd and 23rd to work with the project staff to prepare them for the on-site visit which will occur In the latter part of March. IYIII make a report on his visit within the week's time. 2. We have received word from the Department of Health, Education and Welfare Informing us that our project has been extended through October 31 , 1973. This extension Is contingent, however, upon the submission of an evaluation plan. 3. The Social Program Planner 11 position In the project has been filled. Mr. George Feller has been selected and some of you can expect to be hearing from Mr. Feller as he orients himself to the project. 4. The Social Program Planning Unit of the Human Resources Agency has taken the lead In developing the work plan for the project. They are doing this in conjunction with Model Cities staff and Mr. Feller. It Is anticipated that they will complete this plan by February 21st, at which time the plan then becomes the respon- sibility of Mr. Feller. With the completion of this plan, we will be' able to work towar=ds developing our evaluation system as mentioned Jn News Item 1 . 5. 1 have been Informed that the League of Cities has selected Richmond for a study In terms of that city's preparedness for Allied Services. It appears that NACO will concentrate pri- marily on the county system, and the League of Cities will emphasize their study In Richmond, These two teams will be comparing ,notes with one anot-her to get a total overall pic- ture of the Allied Services project In this area. 10 GEN 6. With the work pian nearing completion, the first meeting of the Allied Services Board should occur in the near future. The initial Information letter to respective agency heads is ready for Signa- ture and should be going out within the week. 7. We have run into some difficulty in selecting a Programmer Analyst. I am in contact with Mr. Hatchett, of Model Cities, and we are working conjointly on the problem and hope for an early resolution. 8. The position of Community Participation Organizer is at the oral board stage, and we anticipate having this staff member on board by early March. I have provided you with the above information in hopes- of keeping you abreast regards the project. If I have inadvertently omitted an item which you are aware of, please feel free to contact me, and I will try to get it Into the next information memo. JAMjws Distribution: R. E. Jornlin, Director, Human Resources Agency AlCroutch, Assistant Director Henry Dishroom, Assistant City Manager, Richmond Art Hatchett, Acting Model Cities Director, Richmond Pat Jones, Model Cities, Richmond John Elcheiberger, Model Cities, Richmond Warrington Stokes, Chief, Social Program Planning ' `e��"'s;� � a- � ,�� ��� ,r r�t�:yd�ryk4.��h�tl"ax'��ar^'•,, ,� �`�' v�a��,,,. � L K h� � r �i 0 In the Board of Supervisors of Contra Costa County, State of California February 26 1973 In the Matter of Official Invitation of Allied Services Project to participate as one of six pilot counties in the NACORF Allied Services Project The Board having received a letter dated February 16, 1973 from Mr. Al Templeton, Director, Allied Services Project, National Association of Counties Research Foundation, 1001 Connecticut Avenue, N.W. , Washington, D.C. 20036, officially inviting Contra Costa County to participate as one of six pilot counties in the NACORF Allied Services Project and indicating that a team will be visiting Contra Costa County March 20-23, 1973; On motion of Supervisor E. A. Linscheid, seconded by Super- visor J. E. Moriarty, IT IS BY THE BOARD ORDERED that the aforesaid letter is REFERRED to the Human Resources Director. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. c c: Human Resources Director Witness my hand and the Seal of the Board of Attn: Judy Miller Supervisors County Administrator affixed this 26th d of February , 19 73 W L PAASCH, Clerk Deputy Clerk an r er H 24 7/72-ISM • NATIONAL ASSOCIATION OF �ioumn s Research Foundation 1001 Conneotiont Ave.. N.W. Washington. D.C. 20036 Ares Cods 202-NAtional "701 16 February 1973 RECEIVED I rrn oi973 Mr. Alfred M. Dias W. T. PAA S C H Chairman, Bd. of Supervisors LCLERK BOA OF SUPERVISORS ONT A C CO.County Administration Buildings Martinez, California 94553y Dear Mr. Dias: This letter is to officially invite Contra Costa County's participation as one of six pilots in the NACORF Allied Services Project. On behalf of NACo may I say how extremely pleased we are to be working with you and your staff. The Department of Health, Education and Welfare played a major role in pilot selection and echoes our enthusiasm. As you know from my previous conversations with Judy Miller, the team would like to visit Contra Costa March 20 - 24 1973. I will make an advance visit to meet you and to lay the ground work for the teams visit. The purpose of this research effort is to retrieve services integration information and to provide limited technical assistance. While there are no pilot funds available to your county this experience will no doubt be of long range benefit. The enclosed fact sheet elaborates on the project; but feel free to contact me if you have any questions. Looking forward to your reply. Friendly like, Al Temple on, Dir -tor Allied Services Project AT:js cc: Ms. Judy Miller Enclosure &.a/. , NATIONAL ASSOCIATION OF CioummB Rewash Foundation Allied Services Project loos Connecticut A,,- N.W. a Washington. D.C. 20086 Telephone: (202) 628-5496 Area Code 202-NAtional "701 (202) 628-5617 After 5 March, 1973: (202) 785=9577 FACT--SHEET NACORF's ALLIED SERVICES PROJECT Funding; Research grant from U.S. Department of Health, Education and Welfare-( DHEW) $119,355. Grant Period: October 1, 1972 - September 3Q, Purpose: Retrieve services integration information from six (6) pilot counties, initiate limited technical assistance role with six.(6) pilots, distribute information to NACo member counties on services integration, interpret, allied services developments to counties and solicit comments and-reactions: In funding this grant DHEW, recognizing the strong role of counties in the delivery of human services, seeks to document the level of involvement counties have .raached..in integrating their human services programs. , NACORF is working; on- a limited time basis, with six (6) pilot .counties io -collect data regarding the-counties' Involvement and the status 'of that Involvement. We are looking for information which will be helpful locally_ and, nationally in testing various approaches to..integrated human services deliveiy'at the local level, and thus, pre-testing the proposed Allied' Services Act.' NACORF will also assist the pilots, where feasible, in providing technical assistance approaches that may be useful. Our modus operandi is to use a team of five (5) people, for a three (3) day on-site visit. Teams are composed of two (2) NACORF staff members, an urban information systems specialist, a county management specialist, and a county human resources specialist. These last two are county based employees. Under this grant, NACORF will disseminate information, through County News and through NACO's annual convention and periodic workshops, concerning the allied services program and legislative developments-in-connection with the Allied Services _Act. , Our .intent .is to increase the level of available information to counties about.services ,integration. (OVER) �f' IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the Matter of Report ) of the Human Resources ) Director with Respect to ) February 20, 1973 the Allied Services ) Project. ) Mr. R. E. Jornlin, Human Resources Director, having advised the Board in a report dated February 17, 1973 that Contra Costa County has been chosen as one of only six pilot counties in the United States to participate in the National Association of Counties Research Foundation (NACORF) Allied Services Project, a study of integration of human services delivery; and Mr. Jornlin having stated that Mr. Al Templeton, Director of the Allied Services Project, will be in Contra Costa County on February 22 and 23, 1973 to make advance preparation for the on- site meeting scheduled for March 20-23, 1973 of a team composed of two NACORF staff members, an urban information systems specialist, a representative of the Office of the County Administrator, and a representative from the County Human Resources Agency; and Mr. Jornlin having further stated that Mr. Templeton had requested a meeting with the County Administrator and two members of the Board to assure that Contra Costa County is committed to participation in a project to design a pre-test of the Allied Services Act; and On the recommendation of Mr. Jornlin, and on motion of Supervisor E. A. Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that the Human Resources Committee members (Supervisors J. P. Kenny and J. E. Moriarty) are DESIGNATED as .the two Board members to attend aforesaid meeting; and Resolution No. 73/117, reaffirming Contra Costa County's participation in the Allied Services Project and stating the desire of this Board of Supervisors for continued funding of said project is APPROVED; and IT IS BY THE BOARD FURTHER ORDERED that copies of said resolution be forwarded to appropriate federal officials. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc: Mr. Templeton Witness my hand and the Seal Human Resources Director of the Board of Supervisors affixed Director, Allied Services Project this 20th day of February, 1973• Board Committee W T. PAASCH, CLERK County Auditor-Controller County Administrator By San ra xmler Deputy Clerk NATIONAL ASSOCIATION OF Cou TIES Foundation Allied Services Project 1001 Connaotioat Ave, NW. . waahin4tan. D.C. 20088 Telephone: (202) 628-5496 Asea Code 202-NAtional 874701 (202) 628-5617 After 5 March, 1973: (202) 785=9577 FACT SHEET _ NACORF's ALLIED SERVICES PROJECT Funding: Research grant from U.S. Department of Health, Education and Welfare (DHEW),-$119,355. Grant Period: October 1, 1972 - September 30,, 1973 Purpose:. Retrieve services integration information from six (6) pilot counties, initiate limited technical assistance role with six (6) pilots, distribute information to NACo member counties on services integration, interpret allied services developments to. counties and solicit comments and reactions. In funding this grant DHEW, recognizing the strong role of counties in the delivery of human services, seeks to document the level of involvement counties have roached.in integrating their human services programs. . NACORF is working, on a limited time basis, with six (6) pilot counties to collect data regarding the counties' involvement and the status of that involvement. We are looking for information which will be helpful locally and nationally in testing various approaches to integrated human services delivery at the local level, and thus, pre-testing the proposed Allied' Services Act. NACORF will also assist the pilots, where feasible, in providing technical assistance approaches that may be useful. Our modus operandi is to use a team of five (5) people, for a three (3) day on-site visit. Teams are composed of two (2) NACORF staff members, an urban information systems specialist, a county management specialist, and a county human resources specialist. These last two are county based employees. Under this grant, NACORF will disseminate information, through County News and through NACO's annual convention and periodic workshops, concerning the allied services program and legislative developments--in connection with the Allied Services Act. Our intent is to increase the level of available information to .counties about services integration. (OVER) DEFINITION,OF SERVICES INTEGRATION The linking together" of administrative '(management type)- services (i.e.' joint planning, co-location of staff, joint evaluation, purchase of service) and/or direct provision of services (i.e. outreach, in-take, diagnosis, case conference) so as to enable a number of service providers to treat an individual's or family's need in a more coordinated and comprehensive"manner' than any one of the providers could while acting alone with the recipient(s).* TEAM PARTICIPANTS County`Management Specialists + Coufiij'Human Resources Specialists Joseph McGavick Lois Blume County Administrative Officer" Dean of Continuing` Education King County Adelphi, University Seattle, Washington 48104 Garden City, New York' 11530 Nick Meiszer Harvey Lincoln, Executive Director County Manager 'Manpower' Area Planning Council Forsyth County Dade County Winston Salem, N.C. 27101 395 N.W. 1st Street Miami, Florida 33136 Don Weber Senior Executive Assistant Frank Panarisi, Administrator Milwaukee County' Human Re`so'urces Agency 901 North 9th Street County of °San Diego Milwaukee, Wisconsin 53233 271 County Administration Center 1600 Pacific Highway Staff San Diego,`YCalifornia-92I01 Al Templeton Urban Informatioi 'Svstems 'Specialist Project 'Director Dr... Fred"Lundberg;` Director'' Mary Gooch _ 'Institute for Urban Information Systems Research Associate University of Cincinnati Cincinnati', Ohio 45,221 Judy Shafer Secretary *We are building on the definition set down 'in' Integration of Human Services in HEW: An Evaluation-of-Services Integration Proiects, a joint effort by Marshall Kaplan, Gans, and Kahn and The Research Group, Inc., August 1972. Il l IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the Matter of Report ) of the Human Resources ) Director with Respect to } February 20, 1973 the Allied Services Project. Mr. R. E. Jornlin, Human Resources Director, having advised the Board in a report dated February 17, 1973 that Contra Costa County has been chosen as one of only six pilot counties in the United States to participate in the National Association of Counties Research Foundation (NACORF) Allied Services Project, a study of integration of human services delivery; and Mr. Jornlin having stated that Mr. Al Templeton, Director of the Allied Services Project, will be in Contra Costa County on February 22 and 23, 1973 to make advance preparation for the on- site meeting scheduled for March 20-23, 1973 of a team composed of two NACORF staff members, an urban information systems specialist, a representative of the Office of the County Administrator, and a representative from the County Human Resources Agency; and Mr. Jornlin having further stated that Mr. Templeton had requested a meeting with the County Administrator and two members of the Board to assure that Contra Costa County is committed to participation in a project to design a pre-test of the Allied Services Act; and On the recommendation of Mr. Jornlin, and on motion of Supervisor E. A. Linscheid, seconded by Supervisor W. N. Boggess, IT IS BY THE BOARD ORDERED that the Human Resources Committee members (Supervisors J. P. Kenny and J. E. Moriarty) are DESIGNATED as the two Board members to attend aforesaid meeting; and Resolution No. 731117, reaffirming Contra Costa County's participation in the Allied Services Project and stating the desire of this Board of Supervisors for continued funding of said project is APPROVED; and IT IS BY THE BOARD FURTHER ORDERED that copies of said resolution be forwarded to appropriate federal officials. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny-, J. E. Moriarty, W. N. Boggess, E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: None. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc: Mr. Templeton Witness my hand and the Seal Human Resources Director of the Board of Supervisors affixed Director, Allied Services this 20th day of February, 1973. Project Board Committee . T. PAASCH, CLERK County Auditor-Controller County Administrator By San ra zmler Deputy Clerk n IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the Mutter of Supporting Participation in the Allied ) RESOLUTION NUMBER 73/117 Services Act Project. WHEREAS Contra Costa County has previously received a grant in the amount of $111 ,205 from the Department of Health, Education and Welfare for the purpose of designing a pre-test of the Allied Services Act of-1972; and WHEREAS staff for the design project has been hired and work on the project is underway; and WHEREAS Contra Costa County has subsequently been chosen by the National Association of Counties Research Foundation as one of only six counties in the United States to participate in a special allied services research:project; and WHEREAS participation in the Allied Services pre-test project will be beneficial in terms of development of more effective ways to provide the full range of human services to county residents; NOW, THEREFOREO BE IT BY THE HOARD OF SUPERVISORS OF CONTRA COSTA COUNTY RESOLVED that :continued.participation in the Allied Services pre-test design project is fully supported; and BE IT FURTHER RESOLVED that copies of this resolution be forwarded to the appropriate Federal officials as an indication of` Contra Costa Countyls dedication to and support of efforts to integrate and improve systems for delivering human services to those in need. PASSED and ADOPTED this 20thdayof February, 1973, by the following vote of the Board: AYES: Supervisors Z. P. Kenny, T. E. Moriarty, W. N. Boggess, R. A. Linscheid, A,.-M.' Dian., NOES: None. ABSENT: None. cc: Mr. Templeton, Director, NACORF UERTIEUD COPY Department of Health Education f certify that thus is-a•fulI, p , , true & correct cagy of and Welfare the origlnat document which'is'an fHe in my office Washington, D.C. and that it ryas Passed & adopted by the Board n,,San Francisco, California Supervisors of Centra Costs. County, California, or. Human Resources Director s date;shouAn. ATTEST: W. T. PA.ASCH, county Director, Allied Services clerk 6X_officio clerkr said Board of Supervisors, Project by d uty, rk. County Administrator RESOLUTION NUMBER 73/117 I� R. E.JORNLIN 1913 RECEI�TE'� "�? D OIR&CTOR SOCIAL. SERVICE DEPARTMENT ' ^^ CONTRA COSTA COUNTY W. T. PAA 8 C H CLERK GOARO OF SUPERVISORS RA MEMONDUM TRA c STA CO. ey uepuey TO: Board of pervisors FROM; R. E rJ xilin, Director, Human Resources Agency DAZE: February 17, 1973 SUBJECT.- ALLI1y SERVICES - PROGRESS & PROBLEMS I am pleased to announce that on February 13, 1973, we were informed by Mr. Al Templeton, Allied Services Project Director for the National Asso- ciation of Counties (NACO), that Contra Costa County has been chosen as one of six pilot counties in which a study of the integration of human services delivery will be conducted. We can anticipate receiving the confirming document shortly. The choice of this county as a pilot county by NACO was based on the fact that this county already has a grant from Health, Education and Welfare to design a pre-test of the Allied Services Act, and in response to a ques- tionnaire sent by NACO:)(referred by Board 12-.12=72, approved for submission by Board 1-16-73), we exhibited a breadth of services conducive to the study. As a result of our selection, Mr. Templeton will be here on February 22 and 23 for a pre-site visit to prepare for the on-site visit scheduled for March 20-23, 1973. He has requested to meet with the County Administrator, and if possible, two Board members, to be assured of this county's commit- ment to being a pilot county of NACO and of our county's commitment to our design of a pre-test of the Allied Services Act. I would suggest the Board recommend the two Board members who comprise the Human Resources Committee and ask that Committee to meet with Mr. Templeton. Additionally, we have received word that the League of Cities has selected the City of Richmond for a study in relation to Allied Services. As the Board is aware, we will begin our operational phase of Allied Services in Richmond, We can consider the choice of our county and one of our cities for study projects as a great honor. We can anticipate that the progress of the Allied Services Project in this county will be brought to national attention. On February 15 I met with federal officials regarding the Allied Services Project. Throughout the entire discussion they expressed serious concern regarding the problems centering around the resistance of some in County Medical Services accepting the consolidation of the Human Resources Agency and its impact on the Allied Services Project. We were given to believe that if the county does not. satisfactorily resolve this problem there is question as to whether or not this county will receive continued funding under the Allied Services Project. GEN. 9 i 2 - The HEW officials stated there was $20,000,000 marked for the Allied Services Project to cover implementation next year, and that unless we exhibit through strong supportive action our continued commitment, this county stands the risk of losing not only funding to implement Allied Services but if the Act passes, they have lost the opportunity to be one of the first governmental units to have an organizational set-up conducive to continued funding under Allied Services. Not only does the county government stand to lose funding and a reduced ability to render services, but those agencies such as 0E0 and Model Cities, which are presently in a reduced funding situation, are looking to this project to continue to meet the needs of the people who receive services. This is especially true in the Richmond area where the Allied Services Project holds great hope for the people. It was brought to my attention at the February 15 meeting that a member of Congress has been contacted in an attempt to attribute the problems that have arisen in the Human Resgurces Agency to the HEW grant we received for the Allied Services Project. I think this is a matter of great concern. I thought it needed to come to the attention of this Board that attempts of this nature are not only jeopardizing continued funding of the present project, but also jeopardize continued funding for subsequent years. If these attempts are successful, it could possibly mean that the current progressive services offered in this county through various agencies will be reduced and the persons standing most to lose are the recipients of these services. I would recommend that the Board show continued support of the Allied Services Project by reaffirming its authorization for participation in the Project as an indication that it is desirous of continued funding in this area. I would suggest that the Board adopt a strong supportive resolution to be forwarded to the appropriate federal officials. REJ:lr . r In the Board of Supervisors of Contra Costa County, State of California February 13 19 73 In the Matter of Communication from National Association of Counties on its Allied Services Project. This Board having received a letter dated January 30, 1973 signed by Mary Amsden Gooch, Research Associate, National Association of Counties, Research Foundation, Washington, D.C. transmitting recent issues of County News which include articles on the Association Allied Services Project wiT respect to the integration of human services delivery; On motion of Supervisor E. A. Linscheid, seconded by Super- visor J. P. Kenny, IT IS BY THE BOARD ORDERED that said letter and its enclosures are referred to the Human Resources Director, Atten- tion Allied Services Project Director. The foregoing order was passed by the following vote: AYES: Supervisors J. P. Kenny, J. E. Moriarty, W. N. Boggess , E. A. Linscheid, A. M. Dias. NOES: None. ABSENT: None. 1 hereby certify that the foregoing is o true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of cc: Human Reso rtes pervisors Director- �-� `''; �`� affixed this 13th day of February , 1973 County Administrator ��c{?x 1; W. T. PAASCH, Clerk By Deputy Clerk bo-rothf A. Harkness H24 7/72-ISM • 0 NATIONAL ASSOCIATION OF COUNTIES Research Foundation 1001 Conneadaut Ave.. N.W. •Waehin8ton. D.C. 20036 Area Cod• 208-NAtional 8-4701 30 January, 1973 FRE EDED Mr. Alfred M. Dias � "1913 Chairman, Bd. of Supervisors PAA8CH County Administration Building Aow s A eavuoAsMartinez, California 94553 wowr Dear Mr. Dias: Enclosed please find recent issues of County News, which includes an article on NACo's Allied Services Project. Thank you for your completed ASA Pilot Questionnaire. I have forwarded it to the U.S. Department of Health, Education, and Welfare for their review as a possible pilot site for our Project. We will be meeting with them the first part of February for the final site selection process, and will be back in touch with you then. In the meantime, if I can be of any assistance to you, please do not hesitate to call. i ely,en Gooch c Associate MAG:js cc: Mrs. Judy Miller Project Director— Enclosure L i' EI In the Board of Supervisors of Contra Costa County, State of California December 12 , 19 72 In the Matter of Letter from the National Association of Counties with respect to a Pilot Project on Integration of Human Services Delivery. This Board on December 6, 1972 having received a letter and questionnaire from Mr. Al Templeton, Director of the Allied Services Project, National Association of Counties, 1001 Connecticut Avenue, N. W., Washington, D. C . 20036; with respect to a grant received by said organization from the Department of Health, Education and Welfare to conduct a one- year pilot project in six counties on the integration of human services delivery; and Mr. Templeton having requested that the questionnaire be completed and returned as soon as convenient if the County would like to be considered for participation in the aforesaid program; and On motion of Supervisor W. N. Boggess, seconded by Supervisor A. M. Dias, IT IS BY THE BOARD ORDERED that this matter is REFERRED to the County Welfare Director. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, A. M. Dias, J. E. Moriarty, W. N. Boggess, E. A. Linsche id. NOES: None. ABSENT: None. 1 hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc; County Welfare Director Witness my hand and the Seal of the Board of County Administrator Supervisors affixed this 12th day of December , 19 L2 W. T. PAASCH, Clerk By l� Deputy Clerk Elsie PigVlt H 24 7/72-15M ` 4, 1 iP . Y �/ � NATIONAL As30CIAT m OF CouNTIEs Research Foundation 1001 Conneodaut A,e., N.W. . Washington, D.C. 20039 Area Code 202-NAtional "701 1 December 1972 r.e QaW, RECEIVED Mr. 3�es-F�-Y.�a��r, Chairman Board of Supervisors '^^ '7th 9t Po.SOk 91/ DEC -1972 p�Ca. fL94805 W. T. PAASCH N1gr/;X1e,Z f35 73 CLERK O RA CO SUPCORVISORS BY Deputy Dear Mr. Kenny: The National Association of Counties (NACo) has recently received a grant from the Department of Health, Education and Welfare (DREW) to conduct a one-year pilot project in six counties pursuant to DREW and NACo's interest in the integration of human services delivery. A finely honed definition of services integration has yet to come forth. We are using the following: the linking together of administrative (man- agement type) services (i.e. , joint planning, co-location of staff, joint evaluation, purchase of service) and/or direct provision of services (i.e. , outreach, intake, diagnosis, case conference) so as to enable a number of service providers to treat an individual's or family's need in a more coor- dinated and comprehensive manner than any one of the providers could while acting alone with the recipient(s). 1 The purposes of this grant are two-fold. The first is to retrieve data which will be helpful nationally and locally in testing various techniques of human services integration on the county level, and thus, pre-testing the proposed Allied Services Act. The Act would allow coordination of services at state and local levels and substantially reduce bureaucratic obstacles. The second is to provide technical assistance to six pilot counties as they develop a capability for human services integration. Due to the nature of this grant, our information retrieval and technical assistance will be fairly limited. However, those counties selected to participate as pilots will certainly benefit from working with our county- based aonsultants -- a human resource specialist and a county management specialist -- and others on the NACo staff. The counties will further benefit from exposure to what is being done in Washington with the inte- gration of human services delivery, legislation, and other general infor- mation sharing in this regard. It should be pointed out, however, that there are no federal funds available to counties under this particular grant. 1. We are building on the definition set down in "Integration of Human Services in HEW: An Evaluation of Services Integration Projects", a joint effort by Marshall Kaplan, Gans, and Kahn and The Research 1 Group, Inc. , August, 1972 w 1 December 1972 Page 2 Each pilot county will be visited for approximately three days during the coming year. These visits will then be followed up by telephone, as we prepare the data, and by an additional technical assistance trip if necessary. NACo hopes that other counties will also profit from the pilot experiences. We are planning to include our findings in County News andinworkshops at meetings across the country. Enclosed please find a Questionnaire which we have developed, in close cooperation with DREW, intended to provide information regarding your county's current involvement in the integration of human services delivery. it will be used as a tool in the final site selection process. If your county would like to be considered for participation in this effort, please return the completed Questionnaire at your earliest convenience. The DHEW will play a major role in the selection of the pilot counties. They have asked us to insure that the six pilots represent varying levels of services integration activity; we are looking for a heterogeneous mix, not only in this regard, but also in relation to county population, pop- ulation mix (urban, suburban, rural) and geographical location. Thank you for your time and consideration. Please feel free to call, (202) 628-5617 or 5496, if you have any questions concerning your invole- ment or interest. Friendly like, Al T leton, Director Allied Services Project Enclosures: Questionnaire Allied Services Act cc: Mr. J. P. McBrien Approved: P I I Michael Gemmell, Director Contract Research . I D*bcr 1972 ASA PILOT SELECTION QUESTIONNAIRE I. Name of County CONTRA COSTA COUNTY, CALIFORNIA II. Questionnaire sent to: A. Executive Officer Mr. James P. Kenny, Chairman. Board of Supervisnra Address 10037th Street Richmond, California 94805 City State Zip Telephone (a/c) B. Copy(s) sent to Mr. J. P. McBrien, County Administrator III. What is the structure of your county government? Please include the following data: Elected or appointed head, county manager, role of county board, length of terms of office, and any other pertinent information. IV. What is the 1970 population of your county? Is this population best described as Urban, Suburban, Rural or mixed? If mixed, what percentage of your population falls into these categories? % Urban x Suburban 7 Rural V. On the following pages you will find •a list of DREW Human Service programs which are eligible to be integrated under the proposed Allied Services .Act. The intent of this section is to indicate those categorical programs, from the areas of health, social services and education, which are provided in your county. Columns one and two indicate services administered or purchased �y your county. Columns three, four and five indicate services administered/provided in your county (but not ±X your county goverment). In column five, please indicate if the provider is public, private or private non-profit. Column six is for explanatory remarks or any other comment you may want to make. li or n K,ti�• pr�G� d �?i+r4{a� Hca�a'1�S�o��• a4' �fio;,,y� ac` a'y'b Cyt` G^c'c� oy� .� a $a «s~~oy'ya 0 SERVICE (1) (2) o (3) Title IV A and IV B of the Social Security Act: Child csre services Foster care Fxnily lanninq ro,:.enaking "using services rotective services for children Preventive health services Cililu welfare services ' Child abuse and neglect services Emergency assistance services Other NN t Titles I, X, XIV and XVI of the Social Security Act: Old age rehabilitative services Services to retain capability for self care Rehabilitative services to the blind Aikand disabled then Section 314 of the public Fealth Service Act: ConDrehensive public health services _rainirz of personnel Gth�r Title V of the Social Security Act: "at4:r.41 health services Child 'health services 0or 0 .0C 0 V C 0V , e4P , 0 p hC' 0 0 0.1 0 SERVICE (1) (2 3 (6) Title V oA" the Social Security Act (continued) : Crippled children services Dental health Training of -perso-nel Other The Vocational Rehabilitation Act: Rehabilitative services to the disabled Rehabilitative services to the :7.entally retarded Rehabilitative services to the blind and dea! Other 4 Title III of t-e Older Americans Act: Com=unity plan-nine programs woordinatlor. cz- azing programs 'Training o° stec--al personnel to carry out acing -,.rograms Transoortaticn services 1-:eal services 1--fcrration raferral services Counseliw: sen ices Recreational and leisure activities maintenaice Adul, educatf-.n Ot!ir-r � DelinquencyCP OU Title I and III of the Juvenile Prevention and Controland the ` Act or 1968: Diagnostic services to delinquent Rehabilitative services to delinquent Weventive services to delinquent youth Other Title XIX of the Social Security Act: Mledical services to AFDC families � wx blind and .disabledRehabilitative services to AFDC ' elizible for medicaid benefits fazilies and the aged, blind and disabled eligible for medicaid Part B,C,D and E of the Co=Unity !-!ental health Centers Act: holism services .':nrcotic and Drug addiction pr,avention services '-:arcotic and Drug addiction re -sbilitation services ?erscnnei staffing ' o COOnC' 0� N 10 C' 0 Z� CO 10 vz'p!� '��P% 412P t- C'AV rep *0 - SERVICE (1) (2) 0 ?art C and D of the Developmental Disabilities Services and Facilities Construction Act: Planning of facilities for the mentally retarded and other persons with developmental -4isabilities enation of facilities for the mentally retarded and other persons with developmental disabilities Persennelstaffing Other LM The Adult Education Act: Education services to adults Other Other Services: i VI. Briefly describe any administrative linkages that tic togctuer, or consolidate, the management of service providers i.e. joint funding,, joint planning, information sharing, co-location of staff, joint evaluation, purchase of service, etc. A. .Indicate whether these administrative linkages are among general purpose government (public) units.-- i.e. towns, cities, munic- ipalities, counties, etc. r or between public and non-public (private) units -- i.e. United Way, etc. B. Please indicate the stage of progress of these efforts -- i.e. formation/talk stage; some movement, such as a study-in,progress; recommendations being;considered.by policy makers and service providers; inter-agency agreements actually in effect; etc. VII. Briefly describe any direct service linkages that tie togetheror i consolidate, the provision of services to specific clients -- .e. outreach, intake, diagnosis, case conference, etc. A. Indicate'whether these direct service linkages are among general purpose government (public) units -- i.e. towns, cities, munic- ipalities, counties, etc. --- or between public and non-public (private) units -- i.e. United Way, etc. B. Please indicate the stage of progress of these efforts -- i.e. formation/talk stage; , some movement, such as a•study' iia progress; ; recommendations being considered by policy makers and service providers; inter-agency agreements actually in effect; etc. VIII. Is there one central information point within your.-county where•a service provider (case worker) can have excess to'all the data regarding all the services available to recipients? If not, is one being planned? Briefly describe. IX. How is your county involved in/affected by your state's human services planning efforts? Are there area (regional) planning districts; how are they organized; what is their stage of development in your area? (Is direction provided by: LEAA's, CAMPS, A-95, comprehensive health/ mental health planning districts, Planned Variations cities, services integration activity with one of the 17 DM demonstrations, economic development districts, state initiated human resources planning districts (HRCC's), etc. 7 i X. At this time, are there any special effort(s) underway, or recently completed, regarding plans for services integration? (Federal grant for a study in your area, a locally:,financed plan, an effort` initiated by your state planning office, Planned Variations, LEAA Special Impact, etc.) A. How much staff and money has been committed to these efforts? How much by your county? i B. At what stage of progress are these efforts? XI. Are you familiar with .the Allied ServicessAct? If so, in general terms, what is.your opinion of 'it? How will it assist, obstruct, or be neutral to your_courity's efforts in the delivery,of human services and services integration? ' .8 _ xII. Are you interested in being one of NACo's six pilots? If so, why? XIII.. h'ould you be willing to commit: a staff person as necessary in connection with this project? If so, who might this staff person be? Name/Title Department Address City State Zip Telephone (A/C) Whom can we contact immediately if more information is needed? Name/Title Department Address City State Zip Telephone (A/C) PLEASE RETURN THIS QUESTIONNAIRE TO: Ms. Mary A. Gooch, Research Associate Allied Services Project National Association of Counties 1001 Connecticut Avenue, NW Washington, D. C. 20036 — 9 — I DEPARTMENT HEALTH, EDUCATION. AND WELFAREG STA POriEE AND FEES PAID 20201 - . . ` . THE ALLIED SElt:VICES ACT WASHINGTON. D.C. ' U s.' PllrR'r`Mt: iT OF H.E.W. OFFICIAL BUSINESS PENALTY FOR PRIVATE USE,$300 FOR RELEASE AT 12:00 Ni O (ED ) May 18, 1972 Office of The White House Press Secretary,Ni�• ydo ROM /tai¢C 0,' r'#i's A c T k1 s 1#rA vvc&.'11 THE WHITE HOUSE Irb OAt %t• :pVr MM 5 Aee T -- , FACT SHEETS,E�N �'i4 SS "�-` ' !NTb Lh W ALLIED SERVICES MESSAGE r,K E Cat yyew SS. THE ALLIED SERVICES ACT OF 1972 What.Allied Services is Intended to Accomplish The legislation would (1)enable a coordination of com- plementary but currently separate services at State and over,the 'pastf forty years, and particularly in the last local levels and,(2)provide the;necessary,,toals,to allow decade the Federal Gavemmont has legislated a host of State;:and,local government .to ,eliminate ,bureaucratic narrow;hu man 11services'prog 1, As a result;the Depart obstacles. This is,necessary .in order, to promptly treat ment of HEW ;now administers ;over 200''categodcal social needs and speedily remove social dependency. health„'educational andaodal ,services programs::Tlii= r proliferation of'Federat services h aiined at dealing wlth a multitude ofhuman needs • ;' � 1. WHAT IM ACT WILL DO: However, these tseparate�and zape,dalhad programs result in services,which are. For The People Served: +►:'delivered'in'a fr ignlentad way`which docs not meet 1. Provide'`fot comprehensive probtem diagnosis and the mWti ` service lannin n. pie needs of people , � t : _ planning.' • without''common 'goals,'conunon service ares$, ar 2. Enable a.ran of services to be accessible through Se . common” planning' processes `,designed to remove integration'af separate service institutions. people from dependency: 3."T)ranifei'the 'harden of responsibility for getting • iiteffident, duplicative and confusing for people in appropriate services assistance from the''peopte to need ,3. „ : e system. • lacking in accountability, due tto, their failurer'to 4. Improvo convenience through coniolidation' and in the human services planning piacess. - iriyaI' State and local elected officials adequately simplification of'forms'and procedures'. For Governmental Effectiveness: From the peispecdve`of the people served : 1; Bririg'State and local elected officials'niore directly 4 they are not treated'`as 'whole person; having into the delivery of services'business interrelated needs .. ; 2. Encourage M'creation-of State and'local integrated 9 the burden for navigating t'hrough the system is on service plans,.through a project planning grant the people not the'acrvice providers. authoisry` ' r they;often have prolonged needs'for public services 3. Authorize the Secretary of HEW to`waive categori 'because:` their.prablems are 'not comprehensively cal, regulatory and technical provisions which im- diagnosed in the twat instancie ' pe dethe'integration of'se'Aces. .. t, t ;iz::r ':if . - .. ., .€. ;ti�j',.J �.. .. > .r.;�1r•.,...r'. __.., ;:. .`P{ • they become frustrated with overlapping agencies 4. Insist as a prerequisite for State planning aid that and lose confidence in government at all levels. common service areas be established. S. Authorize the Secretary,to consolidate the planning _ ! of all HEW administered programs;included"in'State r $UMAN ERVICE PROGRAM VERED and local,Allied Services pro ram ,,I .,, Excerpts from President Nixon's BY ALLIED SERVICES _ _.. planning grant. 1972 State of the Union Address The,HEW Human Service programs eligible to be Services Act makes, reference to the following programs 6. Permit the transfer of funds among specified HEW integrated under the Allied Services Act include rate- encompassed by the legislation. This list does not specifi- announcing the , gorical programs from the functional areas of health, rally incorporate all the Department's programs which are Programs to achieve maximum effectiveness. x social services and education.Section 202(a)of the Allied potentially eligible. Ill. HOW THE BILL WILL WORK, Allied Services Act Program Description • As a first step, the Governor of a State must choose to participate and designate common,service boundaries `A*1 NEW APPROACH TO THE DELIVERY Title IV A&IV B of the Social Security Act Child care services, foster care, family planning homemaking and OF SOCIAL SERVICES housing services, protective services for children, preventive health & • Local,,plans would be developed by local elec ed child welfare services, child abuse and neglect services, emergency officials, or combinations thereof,which would invo�ve qs a further step to put the machinery of government assistance services. the various public and.private providers'off humans ,- seniices, Iii proper working order, i will also propose new social Titles 1, X, XIV and XVI of the Social Old age rehabilitative services,services to retain capability for self care, tion to reform and rationalize the way In which social • services are delivered.to families and individuals, Security Act rehabilitative services to the blind and disabled. • Local plans'"would'tic'consolidated"by`�the``-Cove—icor Today it often seems' that our 'service'programsare Section 314 (d) of the Public Health Service Comprehensive public health services and training of personnel. into a State Plan for approval by the Secretary of unresponsive to the recipients'needs and wasteful of,the Act taxpayers' money. A major reason is their` `extreme fragmentation. ,Rather than "pulling , many services Title V of the Social Securit • A minimum,of four human services programs,Includ- together, our present system separates them into`narrow Y Act Maternal and child health services, crippled children services, dental Ing the •ublic'social services ro ram must participate health,training of personnel, g p p g p p and rigid categories. The father of'a'family'is helped by In State and local Allicd`Services plans. one ro am 'his daughter b'. .another; and ..his elderl p ' y �' The Vocational Rehabilitation Act Rehabilitative services to the disabled, mentally retarded, blind, and parents`•by a.third"An Individual,goes to ane place far deaf. IV. WHAT THE BILL PROVIDES IN ASSISTANCE nutritional help, to another for health services;and to still another"for educational cour ieting. A'conirriunity,find! Title III of the Older Americans Act Community planning and coordination of aging programs,training of • Make available, Federal assistanee,..in ;the form of that It cannot transfer Federal funds from one program special personnel to carry out aging programs, transportation services, planning and implementation grants,fund transfer,and area to another area in which needs are more pressing, meal services, information referral and counseling services,recreational waiver authority, for State and local officials.; Meanwhile, officials at all'levels of government"find and leisure activities,home maintenance,adult education. themselves wasting enormous amounts of time, energy, • e Provide,incentives.for the.planninandatory nation-wide time and energy gand implementation and the taxpayers' money. untangling Federal red tape— of goals Title 1 and Ill of the Juvenile Delinquency Diagnostic, rehabilitative and preventive services to delinquent youth. rather than impose mand dollars which could better be spent standard requirements. in meeting people's needs. Prevention and Control Act t 1968 We need a new approach to the delivery ;of social Title XIX of the Social Security Act Medical and rehabilitative services to AFDC families and the aged,blind • Authorize State and,local elected officials once plans servicesonewhich is built around people and,not around and disabled eligible for medicaid benefits. are approved, to transfer up to 2S% of HEW funds programs. We need an approach which treats a person as a between up programs included in the plan,depending on whole and which treats the family 'as' a unit. We need to Part B, C, D, and E of the Community Alcoholism services, narcotic and drug addiction prevention and their priorities, break through to rough rigid categorical wails, to open categorical 'narrowHealth Centers Act rehabilitative services,personnel staffing. bureaucratic consolidate and coordinate • Permit the Secretary of HEW to waive statutory or related programs in a comprehensive approach to related Part C and D of the Developmental Disa- Planning and operation of faculties for the mentally retarded and other start-up administrative costs,of putting these systems in The regulation-based restraints and provide grants to cover problems.Allied Servicer Actwhich"will roan be submitted bilities Services and Facilities Construction persons with developmental disabilities,personnel stang, start operation. to the Congress"offers one set of tools for carrying out Act. ffi that new approach in the programs of the Department of The Adult Education Act Education services to adults. • Empower the Secretary and the States to consolidate Health, Education and Welfare. It would strengthen State the planning authorities across the programs partici- and local planning and administrative capacities,allow for —- paling in State and local Allied Services plans. the transfer of funds among various HEW programs, and , permit the waiver of certain cumbersome Federal require- V, WHAT WILL THIS COST ments. By streamlining and simplifying the delivery of services, it would help more people move more rapidly • It is estimated that up to $20 million .would be from public dependency toward the dignity of being required for planning and implementation grants in the self-sufficient. first fuil,year,. Good;men and good money can be wasted,on bad mechanisms. i3y giving diose mechanisms a �thorough • Federal programs subject,to being coordinated under overhaul, we can help to restore the'confidence of the the Allied Services Act involve several billiondollars. people in the capacities of their government. .2- 15- i tape..which should be,helped to work in harness to better This legislation-•is,the.-product of cooperative consulta- THE!WHITEHOUSE - serve,the,public.,But•,the, ultimate breakdown is at the tion among.:various:.levels .of government and interest local level-where the services meet the people. groups. Those consulted were governors, mayors, and FOR RELEASE AT,12:00 NOON(EDT) MAY 18,1972 The-Allied Services Act would encourage coordinated county,managers, State.and local program officials,social ; planning and delivery of human services. It would allow workers.and;volunteer.:groups, social interest groups and Office of`fhe White House Press Secretary ` the waiver.of burdensomeadministrative requirements.It the people .who actually seek,and receive our assistance. would permit State and local officials to transfer Federal We met with them. to; ,explain, the concepts of the - funds :from one program to another, based on local legislation and discuss its provisions, and demonstrated in TO THE CONGRESS OF THE UNITED STATES: For the uninformed citizen in need, the present priorities and resources. the process that, productive,;interaction among partici- • ;. : 1 ' fragmented'system'can become a nightmare of confusion, Under the proposed legislation: pating institutions and individuals is possible. In responding to steady public demand over recent inconvenience,and°red'tape. • HEW could underwrite the costs of State and loco! T� Act implements what,President Nixon outlined in decades for'i fore=and more human services, the Federal :The father of a`family is'helped by'one program,'his his State of the Union Message this year when he called Government created a host of assistance programs de- daughter by another; and;his eideily parer ts"by'a third. punning for comprehensive service delivery coos- for "a new approach to the delivery of social services—one signed to meet a wide variety of human n'ee'ds ' ' ` An individual goes to one plate for nutritional help, to dinating assistance to a wide range of human needs; , which is built around people and not around programs. These many programs were established one-by-ane over another' for r health services,' acid to"still 'urtother for • Coveriiars would designate local agencies to develop` The President called for "an approach which treats the a considerable number of years. Each'of the target educational counseling.,,' such plans, With governmental agencies, voluntary-- persons as a whole,and the-famlly-as a,unit. We need to problems was-examined-in--isolation,-and-a,program to They are not the-only victims of fragmented services- organizations and recipients of services to be repre break, through,the rigid ,categorical:walls," he said, "to alleviate each problem was devised separately--without others include the taxpayers, and the public officials and seated In the planning; open.up,narrow.bureaucratic .compartments, to consols- regard to programs which had been, or would be, government employees seeking to operate these``diverse Once the plans are approved,,States and localities date and coordinate,related programs in:a camprehensIve developed for allied problems.,,, programs..,Vast.;amounts;of.time, money, and a er `are a roach;ta related, robletns.". The result is that a corn asslonata iimment unwit• ' could shift up to 25,of Federal funds amount the PP. p P Bo expended in adniinlstiative procedures which overlap'and ,participating service prograrm;to better,meet local M, :,gpproach#can;,help,correct the entangling oris- tingly created a bureaucratic jungle that baffies ."and' tduplidate=rather than being efficiently organized to'help needs;,,.' alliance,of,uncoordinated, programs., ,It can encourage shortchanges many citizens in need. The unintended 'people: State and local;,elected.,officials and;;administrators to administrative snarl wastes taxpayers' money. And it The Allied Services Act of 1972 would give State and + The Secretary of HEW,could waive technical ror „ „ il•administrativerequirements•which impede integra establish;programs.•goazed ,ta serve people and families frustrates needed efforts to treat the whole person. local governments greater legal freedom and planning according.to their,individual needs,_It can serve them in The Allied Services Act of 1972,which I ani proposing tools needed for the long-overdue job of modernizing the tion; ways leading directly to the!reduction and the prevention today, would give State and local officials authority to delivery of social services into consolidated programs.This 0' States could receive Federal grants to ineet start-up of, dependency, toward,,Iives of, greater dignity and consolidate the planning and Implementation ofthe,many process would begin at the option°of elected Sfate and costs of administrative consolldation: self-sufficlency.;; separate,social service iprograms Into 3treamiined;.compre- local officials, and would be highly iespontive to'their hensive.plans—eachcustom-designed forfa:particular area. needs. Such plans could eventually.•makelt1possible to assess It would permit knowledgeable'State and local people the total human service needs of an entire family at a to break through rigid categorical walls, to open up single location,with Ia-single i application Most�dppllcants narrow bureaucratic compartments, to consolidate and n e than:ono service; and now:must trudge to eed mar coordinate related programs in a comprehensive approach office after,!office applying :for,lassistance ---from one to.related"social aid problems-designed to�match widely- program at a time—with the result that they may not varying State and local needs.- obtain,all.the iservices they�need,;or may be discouraged UUnder!theAct, the Federal .Government would snake altogethor.fcom seeking help«t dollars,available for the costs of developing consolidated The Department.of.r.Health,.Education,�and:�Welfare plans;:and-it would also'be,piepired to',underwrite, the f:: • , , adrninisters some 200 different human assistance pro- administrative start-up costs when the comprehensive t grants yin;..,about'a;;dozen,,major fields--to<heip needy services program went into effect. citizens iwith such services t as mental:health, vocational i:To encourage,'and facilitate�such unified services;the rehabilitation, manpower `:training,.:food-.ands+nutrition, Secretary of�HealthEducation,'and Welfare"would,be special,programs for,the aged,education,juvenile counsel- empowered by the:Aceto approve the transfer'of up to 25 ing,alcoholism and drug abuse,housing and public health: percent of any existing•program's f funds 4ntot any,'other Each,of=these iprograms`has its oWd'eligibility rules, purpose or.1;progrims involved In an approved local'altied application+ forms, management,- and '.4dmiiiistrativeservice plan--a'•logica2 flexibility now hindered'by'Federal policies. Each program•usually has:its`own,office location program regulations. and,Its iown geographical,coverafe area. _ `fThe Secretary��also• could,provide a 'waiver oP.-any decal rules and regulations;_in short`now keep'each existing program regulation which barred orhimperea'an social'service program locked up in a little world of its existingPro m from' artici atin 'iwsuch'ac!vt Y own. This is not only wasteful and inefficient-it also !,The Allied Seivicbs'Act-charts=a new course for•the ;; ,•, prevents State and Local efforts to close the gaps in social delivery of social services.It is'acomplex reform p'ropo``sal service delivery systems. with many' major 'rariiifications for''many established y n my,State of the Union Message this year: groups—government and f private-on the Federal, State, I states ! ::.. "We s need.`a new`;approach'ta' `the`delivery' of social and lcal levels. services-one which Is built around people and not around The consideration and eventual passage of this legisla- -•: f,f programs. We need an approach which treats a person as a tion'by tha.Congress would only be"a start: At ilio Barrie j whole and which treats the family as a unit." time, human service delivery,refcirm would=have,to•be -?ar, •3- yy .. .-.>- ,; ,... ....,,:.,, .. '- } x.. .:.v.'x .1n7 .-..�. '^Cf @.t.r z '5�.4:t..::�.�_,..�e��"�6 xr•�. � i debated all across the country by affected governments ;social services plans to treat the special needs, resources program be In effect In Al pblit- of construction (including and groups, In order to decide how they would make best and desires of their particular areas. ical subdivisions of the State; renovation,expansion;or III. use, of,the, proposed freedoms and incentives in their Such efforts should result.,in government ,built for teration)of facilities, particular`riteas. people, geared for across•ihe-board performance, and (B) a requirement that a single or a and shall not be made for periods in ex- This Is one more effort by my Administration to make designed for results rather than bureaucratic ritual. specified agency -administer or cess of two years except where the See. government more sensible, more responsive and' more If we airing this about, we shall not only be providing supervise the administrationof retary determines that grants with re effective at the local level—where most citizens actually better social services—we also shall be taking a giant step the program;and spect to a longer period are needed to meet the practical impact of government. toward the restoration of the people's confidence,in the carry out a significant expansion of the In tills important proposal, as in my recommendations common sense performance of their government. (C) any technical or administrative re; State's allied services plan. for Revenue Sharing,we would summon forth the creative quirement applicable to any energies and the local expertise of State and local officials, RICHARD NIXON program JOINT FUNDING � pe human services ro am included rather than.keeping them strapped in.a straitjacket,of In the State or local plan. inflexible Federal regulations. THE WHITE HOUSE, Sec. 204.Pursuant to regulations prescribed by time They would be freed—and thus would be challenged— Special Grants for Administrative Costs President where funds are advanced for a single project or to direct the development of customized,comprehensive May 18, 1972 program pursuant to more than one statutory authority (d) (1) The Secretary may make grants to any by.a single Federal agency,or by more than one Federal State which has in effect a plan'ap- agency, to an agency, organization, or person assisted proved under section '202, to assist in under this Act, or which administers or supervises the DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE meeting the cost of planning for or oth- administration of a project or program which is included OFFICE OF THE SECRETARY erwise preparing to'provide'human sere in a plan for the coordinated provision of services which is Usk - ices on a coordinated basis under the approved under this'Act,an one Federal agency may be WASHINGTON,D.C.. zazor State or local allied services tan and the es Y t Y Y Ma 18, 1972 p designated to act far all in administering the funds ad- May administrative costs incurred in the co- vanced. In such cases a single non-Federal share require. ordination of services provided under ment may be established according to the proportion of either such plan,which are necessary for funds advanced by each agency,and any such agency may the more effective and efficient pro waive any technical grant or,contract requirement(as de- Honorable Carl Albert a. grants to State and local governments to develop vision of human services under the plan fined by such regulations) regardless of whether such re- Speaker of the House plans for programs to coordinate the provision of and which cannot be met from other quirement Is imposed by statute or by regulation, if such of Representatives services and to create the capacities necessary for funds available. requirement is inconsistent with the similar requirements Washington,D.C. 20515 such program development and operation; of the administering agency or which the administering (2) An application for a grant under this agency does not impose. Nothing in this section shalt be Dear Mr.Speaker: b. authority in States, and local governments with subsection shall describe the specific construed to authorize the expenditure of Federal funds approved allied services plans to transfer up to 25% activities for which the assistance would for purposes other than those for which they were uppro- Enclosed for the consideration of the Congress is a draft of their funds from one federal program to another; be used. The application shall set forth priated. bill to provide for Improvement in the delivery of human the manner in which the grant applied services, and for other purposes. I am also enclosing a c grants to States and local governments to cover the for will be allocated among the State brief summary of the bill. This bill would carry out the administrative costs of Implementing plans for the agency and the designated local agencies Statement recommendations of the President in his Message on the coordinated delivery of human services; which have approved local plans. by Allied Services Act. Elliot L.Richardson d, authority In the Secretary of HEW to waive statu- (3) In considering applications for grants Secretary of Health,Education,and Welfare Throughout the country,numerous individuals find them- tory and regulatory constraints of a technical or under this subsection, the Secretary selves in various degrees of economic and social depend- administrative nature which impede the develop- shall take into consideration(A) the de- The•Allied Services Act of 1972—announced by Presi- ency. Some are institutionalized. Others,not capable of ment of coordinated human services programs: b gree to which the State allied services dent Nixon in his State of the Union Address and self-care, are in community based alternative care facili- plan demonstrates that substantial prog. introduced today in Congress—is a badly needed antidote ties, Some, capable of self-support, are living at home but We would appreciate It if you would'refer the enclosed ress will be made within the State In to the ineffectiveness of human service programs caused are not able to obtain employment and become self- draft bill to the appropriate committee for consideration, carrying out the purposes of this Act, by government red tape. supporting. There are numerous Federal, State,local,and and we urge favorable action on this proposal. and (B) the extent to which a grant Eight out of every ten persons who turn to their private programs which deal with some part of the We are advised by the Office of Management and Budget under this subsection is necessary to government for help have more than one arca of social problem which results in these conditions:health,mental that enactment of this proposed legislation is in accord assist the State in carrying out its plan. need. They are met with an overwhelming array of health, alcoholism and drug addiction treatment, educa- with the program of the President. Grants under this subsection shall not separate service channels which too often frustrate, tion, manpower training, vocational rehabilitation, child be available— duplicate and suffocate rather than serve. This stifling care, and juvenile delinquency prevention programs. But Sincerely, system results in an exhausting cost both in human and there is no focus on combining those tools through joint (i) to meet the non-Federal financial resources. planning and coordinated operations to reduce or elimi- s,,,L, ter share required under any HEW expenditures for human service programs which nate these various,interrelated,conditions of dependency. other federally assisted pro• could be coordinated by this Act amount to approxi- Secretary gram,or mately $10 billion annually. This investment does not The Allied Services Act will encourage joint efforts now produce good enough results. There are layers of towards this goal.It will,provide for the following: Enclosures (ii) to meet any part of the cost government—Federal; State and local—ensnarled in red .4. - 13- at such time or times and upon such conditions as the local agency or any other agency SUMMARY OF THE PROPOSED"ALLIED local plan. Third, the Governor must designate a State Secretary may provide,and he may establish for such con- participating in such local plan SERVICES ACT OF 1972" agency or office which is under his direction and which solidated planning grant a single non-Federal share re- with respect to any program in- will have responsibility for developing a State allied quirement according to the proportion of funds provided eluded in such local plan for the The proposed "Allied Services Act of 1972" is in- services plan incorporating local plans and implementing under each program, year in which such transfer is tended to encourage States and localities,in close partner- the State plan. made, ship, to coordinate the provision of human services to Section 201(b) provides that to be designated as (2) Any State with an allied services plan for use in carrying out for such year one or Individuals and families which will assist them in attaining described above, a local agency must be an office or approved under section 202 for any fis- more of the other programs so included. in the greatest feasible degree of personal Independence and agency,of a unit of general purpose local government (or = cal year,or any local agency with a local any case in which the State agency or a local economic self-sufficiency, or which will prevent individ- combination of such units) which has been chosen to act plan approved and Incorporated into agency Intends to transfer funds pursuant to uals and families from becoming increasingly dependent in this capacity by the chief elected official (or officials) such a State plan, may use any Federal this subsection,it shall so indicate In the State upon public and private programs for bath financial support and personal care. of the unit (or units), or of a public or nonprofit private assistance which is extended by an of- plan, and shall specify the programs involved agency(which, for this purpose, Is under the direction of ficer or agency of the Department of and the amounts to be so transferred. The Act would define various key terms. For instance, the designated State agency), which can plan for and Health, Education, and Welfare and the term "human services"includes any services provided provide a broad range of human services, and must give which Is available,as determined under (2) Any Federal assistance transferred pur- to achieve or maintain personal and economic Independ- assurance, satisfactory to the Governor, that it has the paragraph(1), for planning for or under suant to this subsection shall be subject ence. The "coordinated provision of services" means the necessary,ability to develop and carry out the local plan. any program which is included in such to the non-Federal share requirements provision of human services needed by individuals and The Governor may designate a public or nonprofit agency, State or local plan, for planning for the applicable to such assistance prior to families,in such away as to(I)facilitate access to and use other than an office or agency chosen by a unit(or units) provision of human services under any such transfer, of the services,.(2)improve the 'effectiveness of the of general purpose local government, arty if he finds that so included. In an case In services,and(3)use service resources more efficienti and program y y there Is no such office or agencywhich has the capacity to which a State or local agency intends to (3) This subsection shall not apply to grants with,,minimal duplication. These definitions help, to carryout a local allied services plan. use funds pursuant to this paragraph, it to States available under title 1,X,XIV, restate the ,goals,of the Act inclear terns-to lessen shall so indicate in the State or local :XVI, or XIX, or part A of title IV, of dependency through mare effective service delivery. The local allied services plan must be approved by the plan and shall specify the programs in- the Social Security Act or grants to lo- Title I of the bili provides authority for the Secretary State;agency and Incorporated into the State plan before volved and the amounts to be so used. cal ,educational agencies or to States to make various types of project grants which'nv'y be any of the forms of Federal assistance described below under, title I of the Elementary and needed by States and localities to plan and develop the can accrue. The local plan must specify the agencies and Fund Transfer Secondary Education Act of 1965. capacity for the coordinated provision of services:,There is organizations which have agreed to participate In the also authority to provide technical assistance for planning coordination effort, describethe service needs and''re- (b) (1) In order to (A)carry out Its State allied Waiver of Program Requirements or.Implementing a specific coordinated services'program. sources"within the service area,enumerate the programs-to services pian approved for any fiscal Also, the Secretary,is given authority to evaluate,directly be included under the plan, and provide reasonable year under section 202,(B) expand or (c) (1) Any State with a plan approved under or,by grant,or contract, the programs established under assurance that progress will be made in coordinating the improve the provision of human services section 202, or any designated local this Act. In addition to any salary and expense money he provision of services:This assurance is to be provided by under any program included in such agency,with a plan approved and Incor• may,wish to.devate.to evaluation, theSecretary may also describing the specific functions and services to be plan, and (C)`better achieve the pur- porated in the State Plan, may apply to use for,this purpose amounts not in excess of 1%of the coordinated, the benefits to individuals, and the''adininis- poses of this Act, a State is authorized the Secretary for waiver(with respect to amounts appropriated to carry out the Act. trative,e'ffrciencies to be achieved by the coordination. to transfer an amount, not in excess of the year for which the plan is approved) Title 11 ,describes the State and local allied 'services It is''ihe intent of this bill to have the active and 25 per centum of the Federal assistance of any requirement which the State or programs contemplated.under this Act. Section 201(a) continuous involvement of voluntary organizations,client extended by any,officer or agency of local agency certifies is impeding the im- describes the.steps which must be taken by the Governor groups, service consumers, and local social service ora- the Department of Health, Education, plementation of its plan and which is as conditions precedent to the,submission of a State allied viders in the planning and administrative processes of the and Welfare and available for expendi- imposed by statute or regulation upon a services plan. First, he must divide the Stateintoservice program. Therefore, to ensure the program's responsive- ture by an agency of the State with re- program.(A) included withinthe plan Areas (within which human. services programs. will be ries 6,'the,paiticular needs of each community,each plan specs to any program included in such for the coordinated cavision of services coordinated), after taking into consideration,factors'such p must be accompanied by assurances that interested p ycarrying ( ) h as the distribution, tlirou out the.State of service needs agencies, organizations,and individuals were afforded the plan for such ear, for use in and B far t e administration of which gh out for such year one or more of the at the Federal,level the Secretary is re- and service resources, the boundaries of planning areas or opportunity` to comment upon the plan prior to Its other programs so included. Any local sponsible; The.aacretary shall, subject areas,for the delivery of individual,se'rvice,programs, and submission to the State agency and will have an effective agency with a plan approved and incor. to the limitations in,paragraph(2),grant the location of units of general purpose local government. , chaI nnel ,through which their views can be known with porated into the State.plan for any fis- such waiver for such year.upon receipt In the process of delineating'service,areas,he must inform respect to the ongoing administration of the plan. cal year of the State in which it is situ- of assurances, satisfactoryto him, that UnitsIof general purpose,local government of his plans and Section'202(a) prescribes'the requirements applicable ated, is authorized to transfer an all Federal funds under:programs with consider their comments and recommendations. The to a'.State allied services plan. An approvable'plurt must, amount which is- respect' to which 'such waivers are service areas should conform; 'fo the extent "found (1}through a brief summary of the Incorporated local granted-will be�expended only for the practicable by him, to any other areas within the State plans, describe the current status of the coordinated (A) not in excess of 25 pier centum of purposes for which they were appropri- established for the planning or administration of human provision of services,and the steps which will be taken to the Federal .assistance ;extended ated. services programs. Second, he must determine, after achieve a greater degree of human services coordination, by any; officer-or agency:of the consultation with the various public and private service (2)provide assurance that under each local plan services Department,of Health,.Education, (2) Waivers under this subsection may apply agencies, whether a local allied services plan will be under the assistance titles of the Social Security Act will and Welfare,and only to— developed for any given service area. In the event that it be coordinated with services under: any other three is, then the Governor designates a local agency to take the human services programs, any other HEW supported (B). available for.-expenditure,by,such (A) a requirement that all aspects of a lead in developing and assuring implementation of the programs which the Secretary may specify,and any other - 12- -5- such programs, regardless of whether they are receiving provision of human services under any,included program: (v) title I or III of the Juvenile (1) the requirements of section 201 have Federal support, which the State may desire to include, Second, a State or local agency.with an approved plan Delinquency Prevention and been satisfied; and (3)provide that the State agency will provide any may transfer up to 25%of the Federal assistance available Control Act of 1968, other relevant information which the Secretary may for use under any HEW-assisted program included in the (2) the plan fulfills the conditions specified request. plan to be expended in carrying out any other included (vi) title XIX of the Social Se- in subsection(a); Subsection (b) directs that an opportunity to`review programs. Assistance transferred under this authority curity Act, and comment upon a State plan submitted for approval carries with it the matching rate established under the (3) the plan is so designed as to accomplish be afforded to the head of any Federal department or program for which it was'originally appropriated, so that (vii) part B, C, D, or E of the the purposes of this Act and, in doing agency which is extending assistance to a program no incentive to transfer will , be created merely by Community Mental Health so, to assist individuals and families to Included within that plan. disparities In matching rates which .exist among the Centers Act, attain a greater degWe bf personal inde- Subsection (c) directs the Secretary to approve a State included programs. The transfer authority does not apply, pendence and economic self-sufficiency; plan If he finds that: (1)the Governor has compiled with however, to the open-ended assistance programs under the (viii) part C or D of the Develop- and the preliminary Organizational requirements prescribed In Social Security Act, or tri assistance provided under title 1 mental Disabilities Services section 201, (2)the plan meets all the specified require- of the'Elementary and Secondary Education Act (con• and Facilities Construction (4}, the';plan Is so designed as to achieve,expansion ments, and (3)the plan is designed to accomplish the sistent with the Administration's special education Act, reasonable : sion of Its coverage purposes of the Act to.achieve expansion of Its coverage revenue sharing bill). both with respect sio to other services and other service areas on a reasonable Thlyd, the Secretary .Is authorized to waive require- (ix) the Adult Education Act, basis. ments of Statewldeness, sirigle or specified State or local and ,. num Subsection (d) provides certain penalties if the Secre- agency, or 'technical or. adn n'istrative requirements (A}. the of.services areas par- e r the program estab- tary finds fellate to comply substantially with the imposed in connection with anyincluded program which, (x) any other human services fished pursuant to this title, and provisions of an approved State plan (or included local at the Federal level, is administe,red by the Secretary and programs (regardless of plan). He may in,his discretion apply these penalties to which the State or''local agency certifies'impedes Imple- whether they are supported (B) the programs functions, or serv- the entire State plan or only those parts of the State or mentation of its allied services plan, Thus, it would not -with any'Federal assistance) ices included in the plan. local,plan or service areas affected by the noncompliance. 'affect the basic protections provided by'the Civil'Rights which the local agencies In such instances, the subsection would provide: no 'Act of 1964'or any other generally applicable legislation; may wish to include; and (d) If.the Secretary finds,after.notice to a State, Federal I planning funds may be consolidated or inter- nor`would it apply to programs "administered by other specifies the programs to be that it is failing to comply substantially with mingled with other such funds for 'human services Federal departments or agencies, ' included In each local allied the provisions of its approved allied services p'lamuilng, no Federal funds may be transferred among Finally, the Secretary may make'discretionary grants services plan,and plan for any fiscal year (or that any local programs,no requirements may be waived,and no further to meet costs of planning or preparing to carry out allied agency.designated thereunder Is failing to payments or grants may be made (in the fiscal year for services plans, or to meet the adrninlstrative costs.of (3) provides that the State agency will make comply,substantially with the provisions of its which the,plan Is approved) for so long as the failure to integrated services management and delivery under a'State such reports;in such form and contain- local .allied'services,plan .which was incorpo- comply continues. or local plan, which cannot be met from other available Ing such information, as the Secretary rated into 'such,State,plan), then thereafter Section:203 describes the various types of Federal funds.The State must indicate how it plans to allocate the may, from:.time to time require, and (during. year and until.there is no longer assistance .which become available upon approval of,a funds applied for among,the various designated local comply with such provisions as the Sec- any.such;failure to.comply)no Federal funds State allied services plan. Four types of assistance are agencies with approved plans.These grants are not to be retary may from time to time find nec- may,be,consolidated or transferred pursuant available: used to meet 1,the non-Federal share requiremenb of any essary;;to assure the correctness and to section 203. (a):and. (b), respectively, no l?ederaily assisted program and may not be made to any verfication;of such reports. requirements maybewaived pursuant to sec- First, authority would be given bath the Secretary: State for more than'iwp years except wherre'the Secretary tion 203(c),and.no payments of grants under coasolidatete and ocal Planning fund ernments with allied services plans to finds it Is'necessary to enable'the State to'carry out Consultation with Other Federal Agencies section 203(0),may,be,made(or,in the Secre- P g s extended by,the Department significant expansion of its allied services plan.'' tary's .discretion,:,any;such consolidation, ; of Health, Education, and Welfare. Thus, the Secretary Section 204 'provides joint funding authority. It is (b) If a State allied services plan,submitted to the transfer, waiver, or payment shall be limited H may make a single;' consolldated grant of HEW funds almost identical to 'that contained"in the juvenile delln- Secretary for"appraval under subsection (c), to pans of such State or local plan or Areas of available'for planning for or under any program Included quency•law, the' Economic Opportunity Act, the Older includes a human'services program for which the State not affected by such failure}. In the approved State or local allied services' plan. As a Americans Act, and the Law Enforcement Assistance Act, Federal financial assistance is being extended corollary, a State or a unit of general purpose local It goes somewhat further' than those statutes in two by any,other,Fl assistance is department or agency, FEDERAL ASSISTANCE government, with amn approved allied services plan, may respects: (1}it would permit joint''fundIng of several the Secretary shall provide to the head of each use planning funds provided by tel Department,of Health, grants made by the same agency;and (2)it would permit such department or agency a reasonable op- Consolidated Planning Grants Education, and Vglfare `and,avx►ilable 1'fol,ariy`program waiver of`technical granf or contract requirements Im- g portunity''to=review and icomment upon the ncluded in,its plan, for planning in connection'With the. posed by statute as well as by regulation. State len,The Secreta shall take into can- . P Secretary Sec. 203. (axl) In the case of any State with an sideration Any such-comments he may have allied services pian approved under section 202 for any received in determining whether the plan com- fiscal year, the Secretary may,notwithstanding any other _ plies with the requirements for approval, provision of law, provide to such State a single grant com- - prised•of the.Federal,funds which are extended by any officer•;or--agency•of rno of Health, Education, fi Depart nt alth Approval of State Pians and Welfare'and are avatfable,aaa determined in accordance with criteria preacribed�by'theiSecretary,for planning for (c) The Secretary shall approve a State allied serv- or under any program included in the approved Plan of ices'planff he firids;that'­i ='such State.!Paymants purs`uant,to sud grant tray be nu& 6- , :..... ..-. -.,...,..♦ .:1........:W.... , t..-..:. :..:.. --..;..:<, s. .. y ,'..y.1St`i'i( iw34k rXs:; 3....ctk< +ut.Y#tit<'%:,n:4it'4..>:'SB�gt4X',"m'�,9=." r .#•'?4.` T:�F;II�"%��, '* `� �f ����'`�: for the service area will have the capacity to cant' out a assurances that, in the process "of developing the plan, a 92D CONGRESS local allied services plan. reasonable opportunity was afforded interested agencies, 2D SF.ssroN S93643 organizations, p and individuals to resent their views and Local Allied Services Plan to comment upon the proposed plan prior to its'submis- ' sion tolhe State agency and that a procedure has been (c) In order to be approved and incorporated into established under which such agencies, organizations,and the State allied services plan, a local allied individuals have their views taken into consideration with services plan for a service area must be de- respect to the administration of the plan. IN THE S1�)NAT ' OF THE UNITED STATES =_ veloped by the local agency designated with respect to such area and must— STATE ALLIED SERVICES PLAN - MAY 25,1972 Mr. BeNNr:�r fol- himself, Mr. JAVITB-1 Mr. Bins., Mr.'MATHIA8, Mr. PrnCY, (1) specify the agencies. and organizations State Plan Requirements � which have agreed to participate in the and Mr. TArr) introduced the following bill; whicli was read twice and local program for the coordinated pro- Sec. 202.'(a) In order for a State to,be eligible to referred,by ufiatrimoUs consent, to the Committee-on Labor. and Public vision of human services within the serv- participate in the program.established,underAhis title for Welfare and, if and when reported, refer to the Committee on Finance •ice area; any fiscal year, the State agency designated under section 201 (ax3) must submit for,such year a State allied serv- (2) contain a survey of the needs for human ices plan which— services within the service area and an b brief summarizing the 1 describes, y y g inventory of resources available to meet ( ) those needs; relevant portions of each approved local A BC allied services plan,the current status of (3) enumerate the human services programs the coordinated provision of,services which will be coordinated within the within the State, and the steps planned To encourage and assist States and,localities to coordinate the absence of any commonly accepted service area;and ( for such year and thereafter, to achieve their various programs and resources.available to set of goals`or objectives towards the a substantially greater degree of such co- provide human services in order,to facilitate the im- attainment of which all human services (4) provide reasonable assurance that the ordination, . proved provision and utilization of;those, services :programs.should be directed, and the agencies and organizations participating _ and increase their,effectiveness in achieving the ob- absence within .the States and com- in the local allied services plan will make (2) provides reasonable assurance that the jectives of personal ir►,dependence, economic self munities of a.single locus of account. progress toward coordinating their pro- services provided pursuant to all plans sufficiency, and:the.maximum emjoyment,of.life, abillty. .for. the .effective provision of visions of services by— of the State approved under part A or B with dignity,and for other,purposes, services.. " of,title,IV, or under title 1, X, XIV,or (A) describing the functions to be co- XVI of the Social Security Act, will be He it enacted by; the Serrate.and.House of Repre- (b) It is therefore the.purpose of this Act to en• ordinated or consolidated, in- coordinated with each other and with— sentatives of the United`Statesof America in Congress courage.and assist State and local agencies to eluding planning, budgeting, Assembled, That this Act,may "be cited as the `.`Allied enter into new.cooperative'arrangements,and, supervision,and evaluation; (A) services under,any other human Services Act of 1972". "where necessary, reorganize or reassign func- services program for which Fed- tions, at.all levels,in the,system of the plan. (B) explaining how the outreach, in- era assistance is extended by the FINDINGS AND DECLARATION OF PURPOSE rungfor and provision of services, in order take, information, referral, fol- Department of,Health,Education, to— lowup, and related services,which •;and Welfare and which the Secre- Sec.2.(a)The Congress hereby fads that,-, are common to each program in. -tary may specify in regulations, (1) there is a great need in the Nation today (1) provide appropriate institutional care cluded in the local plan, will be to: restore dependent individuals to a for individuals;for whom independent rovrded under no fewer coordinated;and (B),,,services p status: of personal ,independence, dig. living ,is not feasible and for whom a than;thTce,;of the following pro- nity,and economic soli-cuff ciency; high. degree;of, care.and protection is (C) describing the benefits to the in- grams (to ahe,extent not already necessary; dividuals and families,receiving or Included pursuant to clause(A))— (2) while much progress has been made in intended to receive services in- developing services which'can assist in (2) secure adequate,community based care section 3.14 d of eluded in the-local plan, in terms (i) O the Pub- achieving those`goals,'obstacles to the for.individuals capable of noninstitu- of their attaining a greater degree lic Health,Service Act, , effective'provision of'those services still tional`living' but for whom self-caro is of personal I independence or eco- exist; not feasible, nomic self-sufficiency, through (ii), title .V ,,of the Social Se. providing~such services on a co- curity Act, (3) these obstacles often take-the form of (3) secure" anid maintain maximum Inde- ordinated bads in accordance with fragmentation .among many . pondence 'and dignity in a home onvi- such plan,, and the administrative (III) he Vocational Rehablltta- and organizations ,of he responsibility ronment for those capable of solfcare efficiencies to be achieved tion Act,. for,serving dependent Individuals,struc• with a" 'ropriate"supportive services and PP thereby. _ lural rigtdi , and bitiary categoriza• for whom economic independence is :(iv) title UI:of the Older Ameri-. tion of Federal, S qte,. d local pro- not feasible,7. and The local allied services plan must be accompanied by cans Act, Bram', inadequate coordination and communication among agencies and or. '(4) remove indivldual and social barriers to ganizations providing human services, economic and personal independence .7. for all individuals capable of self- related functions,or(B)an Indian tribal , PAYMENTS consistent with the State plan approved support, and assist children and youth organization. under section 202;and in achieving their maximum potential Sec. 103. Payments for projects pursuant to grants for eventual personal independence and TITLE I—PREPARATORY PROJECTS or contracts under this title may be made for all,or such (3) designate a State agency which is under self-support. part as the Secretary may find appropriate,of the cost of his supervision or direction to develop DEFINITIONS PLANNING AND CAPACITY BUILDING PROJECTS such projects and, in the case of projects under section the State plan to be submitted for ap- 101, for periods not in excess of two years. Such pay- proval under section 202 and to super- Sec.3.For purposes of this Act— Sec. 101. The Secretary may make a grant to the ments may be made (after necessary adjustment on ac- vise and review the administration of Governor of any State, or any office or agency of such count of previously made overpayments or underpay- the plan in each service arca in which it 1 The term "coordinated State which is approved for this purpose by the Governor, ments) in advance or by way of reimbursement, and in is in effect. ( ) provision of or to any local agency (as described in section 201(b)) such installments and on such conditions,as the Secretary services" means the provision of human which is preparing to coordinate and consolidate services may determine. The service areas into which the State is divided pursuant services,,needed by an individual or his to carry out the purposes of this Act, for any project to clause (1) of the preceding sentence shall conform, family,in a manner designed to— designed to— TITLE II—PROGRAMS FOR THE insofar as found practicable by the Governor,to any areas (A) facilitate the accessibility and uti- PROVISION OF ALLIED SERVICES within the State otherwise established for the purpose of lization of all the human services (i) develop a plan for a program for the planning or administering human services programs or ac- needed b the individual or his coordinated provision of services within tivities. Y the State,or ORGANIZATION family and available in the com- munity, (2) strengthen the capacity of any such Designations by Governor Local Agencies (B) improve the effectiveness of such Governor, office, or agency to plan for services,and or carry out such a program. Sec. 201. (a) In order for a State to participate in (b) In order to be eligible for designation under the program established under this title, the Governor of subsectiona ,a local agency— (C) use available resources as effi• A grant under clause (1) may be made only upon applica- the State`shall,'in accordance with regulations of the Sec- ( } ciently as possible and with a min- tion therefor which provides assurances,found reasonable retary- (I)must be— undertaken of duplication. by the Secretary,that the development of the plan will be undertaken In a manner which will afford adequate d by oppor- (I} divide the entire State into distinct areas (A) an office or agency designate (2) The term "human services" means serv- tunity for full participation by any agency carrying out a for the purpose administering areal the chief elected official a by ices provided to individuals or their fam- human services program within the jurisd{coon of or area allied services plans developed under facials,of a combination of units pies In need thereof to help them served by the applicant, and that the plan will be de- subsection(c)(hereinafter called service of general purpose local govern- achieve,maintain, or support the high- veloped only after considering fattythe needs for services areas),afterconsidtring factors such as ment to act on behaif of such est level of personal independence and and resources therefor of the area served by the applicant. the incidence'of needs for human sere— economic self-sufficiency, including Ices, the distribution of services re- health,education,manpower,social,vo- EVALUATION AND TECHNICAL ASSISTANCE catIonal sources, the boundaries of existing areas (B) an office or agency of a unit of rehabilitation, aging food and within'the State which were drawn for general purpose local government nutrition, and housing services;and the Sec. 102: (a) The Secretary 'may conduct evalua• the planning or administration of which isdesignated for this pur- temt"human services program"means a tions, directly or by grant or contract,of programs for the human services programs,and the loca- pose 1 by the chief elected official project or program under which one or coordinated provision of services assisted under title 11 in tion of a unit or units of general pur• or officials of such unit,or more human services'are provided, order to determine the achievements of such` programs pose local government and after inform- (3) The term "`Governor" means the Gov- and the efficiency and effectiveness of the services pro- Ing affected units of general purpose (C) a public or nonprofit private emor of the State, In the'case of any of vided on a coordinated Isasis thereunder. local government of his plans for di• agency which is under the super• tho fifty States, and,in the case of the (b) The Secretary may disseminate the results of viding the State into such areas and vision or direction for this pur- : Dilor States,the chief executive officer the evaluations,conducted pursuant to subsec• after affording them a reasonable oppor- pose of the designated Statetunity to comment upon those plans or agency and which can engage in or officers thereof. tion (a) to interested agencies, organizations, to make recommendations for alterna- the planning or provision of a (4) The term "Secretary" means the Secre- and individuals. fives to those plans; tart' of Health, Education, and Welfare. (c), The Se etary.cma provide, directly or broad range of human services Secretary. Y P Y Y - within a service area,and 2 determine, after consideration of the (S) The term "State" includes, in addition grt,such technical assistance as �' � views offered b agencies providing may be necessary to assist a Governor,or any ; Y tt P g (2) must provide assurance,found adequate to the fifty States, the District of public or nonprofit private agency, in the ' human services within each service area, by the .Governor, that it will have the Columbia, Guam, Puerto Rica, the planning or operation of a program for the whether a local allied services plan (as ability: to develop a local allied services Virgin Islands, American Samoa, and coordinatedrovision of services. described in subsection (c)) will be de- plan and :to.,carry out, directly or the Trust Temtories of the Pacific, veloped for that area, and,if so,desig- through contractual or other arrange- (d} In addition tofunds otherwiso available there- nate a local agency (which meets the ` , , merits,a:pragram pursuant it that plan 8 Y (ti) The term"unit of general purpose local for, 'such' portion of any appropriation to requirements 'of subsection (b)) within within the service area, government" means(A) a political sub- carry out,'this Act'as theSecretary may deter- each such service area to assume pri- division of`the State whose authority is mine,'butnot'in 'excess,of I per centum mary responsibility for the development The Governor may designate an agency described In clauseI broad and general and is.dbt limited to thereof,shall be avaoa'ble`to him to carry out ofFthe'local'plan and to assure its imple- (1)(C)of this subsection for a service area only if Ito finds only one function or a cambin tion of subsection(a): mentation as a part of and in a manner that no office.or;agency.described;in clause(I)(A)or,(B) 1 In the Board of Supervisors of Contra Costa County, State of California July 31 19 72 In the Matter of Accepting Federal Grant for Pre-Test of the Allied Services Act of 1972• This Board on May 16, 1972 having authorized the County Welfare Director to submit an application to the United States Department of Health, Education and Welfare for a grant of approximately $111,000 for the project period October 1972 to September 1973 to design a pre-test of the Allied Services Act of 1972 which sets forth the concept of integrated services in connection with social programs; and Mr. R. E. Jornlin, County Welfare Director, having appeared before the Board this day and advised that aforesaid application has been approved and having recommended that accept- ance of the $111,000 federal grant, which requires no state or county matching funds, be authorized by the Board; On motion of Supervisor W. N. Boggess, seconded by Supervisor A. M. Dias, IT IS BY THE BOARD ORDERED that the recommendation of Mr. Jornlin is APPROVED. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, A. M. Dias, W. N. Boggess, E. A. Linscheid. NOES: None. ABSENT: Supervisor J. E. Moriarty. I hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of cc : County Welfare Director Supervisors County Medical Director affixed this 1st day of July 19 72 County Health Officer 01 County Probation Officer W. T. PAASCH, Clerk County Counsel By _ p,,�,� , Deputy Clerk County Personnel Director Deanna Petrie County Administrator Richmond Model Cities N 74 1 1 171 1OM i �c.4JORNLIN CTOR SOCIAL SERVICE DEPARTMENT CEI J�i D CONTRA COSTA COUNTY 3 /Y7 . W. PAASCH MWORANDUM CL[R BOAK9 OF SUPERVISORS ACOST By _ O'Dwy TO: Board of Supervisors FROM: R. lin, Director, Human Services Agency DATE: July 28, 1972 SUBJECT: PRE T OF THE ALLIED SERVICES ACT OF 1972 On May 16, 1972, this Board authorized the Social Service Agency to apply through the Department of Health, Education and Welfare (HEW) for a demonstration grant to pre-test the Allied Services Act of 1972. On July 17, 1972, HEW officially announced its approval of Contra Costa County's proposal for a pre-test of the Allied Services Act. As the Board knows, this formal notification followed a prior announcement made by Congressman Jerome Waldie. The federal Office of Research and Demonstration grant of $111,000, which requires no state or county matching funds, is intended for first year planning and development activities geared toward pre- testing the Allied Services Act. The Act was introduced in Congress by the Nixon admin- istration on May 18, 1972. The Act is designed to coordinate and consolidate the fragmented and categorical service delivery "nonsystems" which exist in states and localities. The largest of these is the public welfare social services, but there are other programs with a substantial social service component. Examples are: public education, public health, vocational rehabili- tation, probation, law enforcement, the court system, mental health, and others. Not only does this legislation aim to make the service programs more efficient in the utilization of human and monetary resources, but it also aims to present to the recipient a coordinated and comprehensive system which will serve his needs rather than frustrate them. This legislation will offer to state and local political officials a greater opportunity to package programs in a more effective manner given the particular needs of their juris- diction. It addresses itself to the problem of putting together the various systems for the benefit of individuals and families who have problems and need the services. The Act creates several new authorities including the following: 1. The Secretary of HEW has the authority to underwrite the costs of state and local planning for comprehensive service delivery. 2. Governors are able to designate local agencies to develop comprehensive plans. Governmental agencies, voluntary organizations and recipients of services are to be represented in the planning. The agency chosen will usually be a local unit of general purpose government. 3. States and localities with approved plans can shift up to 25% of federal funds between programs to fit local needs. ' GEN. 9 Board of Supervisors - 2 - July 28, 1972 4. The Secretary of HEW may waive technical or administrative requirements which would otherwise impede integration, such as statewideness. 5. States can receive federal grants to meet start-up costs of administrative consolidation. Although the Act includes no new monies for services, states can apply for planning grants and implementation grants. It is estimated by HEW that only 10-15 planning grants will be given out the first year of operation, with the average grant ranging from $1.5 to $2 million. A total of $20 million has been set aside in the fiscal year 1973 budget for these grants. In addition, the integration of services and focus on community and family problems should provide for more effective and efficient use of staff and resources from a variety of human service agencies. Planning grants will be limited to two years. Once the planning is accomplished, the local government may apply for an implementation grant, which will also be limited in number. First year implementation grants will be 100% federal funding. Renewal grants will be 750 federal and 25110- state. The criteria upon which the applications will be judged will include: (1) the degree to which the plan promises to move people away from the conditions of depen- dency to conditions of self-care and self-support, (2) the anticipated increase in the pro- vision of services due to efficiencies created through implementation of the state plan, (3) the services to be integrated in addition to those required in the legislation, (4) the . importance of the services to be integrated, and (S) the number and percentage of state's poor people covered by the plan. The specific goal of the Contra Costa proposal is to design and prepare for operation a delivery system of human services which will entail comprehensive integration of existing systems in a network of services operated by governmental and private agencies. The system will involve the maximum participation of community residents and all public and private educational, social and health related agencies. At first, these activities will be con- centrated in the Richmond Model Cities Neighborhood area. The program development, however, will serve as a prototype throughout the county. The Richmond Model Cities Program has worked closely with our staff in developing the proposal and will continue to provide assistance and cooperation during the test period. The selection of Contra Costa County to pre-test the Allied Services Act is concrete recog- nition by federal authorities that human service programs developed and administered by this county represent the direction human service programs will take in the future on a national basis. Contra Costa County has pioneered this path of the future over the last several years and has the capacity and now the opportunity to lead the nation toward a more effective and efficient system of human services. At this time, it is requested that the Board authorize the acceptance of these funds. The Social Service Agency will then begin to implement the planning and development phase of restructuring the human services programs in Contra Costa County to meet the goals and objectives of the Allied Services Act. REJ:lr cc: J. P. McBrien, County Administrator WOl UIV VZH sat4z0 Iapon puoun{oig SSOU418H •d q:toa a aozeaisiumpy A4unoo jjoj:) /4ndaawrn As .1040011(jlauuosaad A4uno0 lasuno0 Azunoo IJOD 'HJSddd '1 'M iaoij30 uot4egoad A4unaO ZZ 6L Xvjq —jo dop g4gl siy; pax!go 103TJJ0 1q4lvQH Azunoo vostAJodnS ao43a. 1a leotpoW A4unoo jo pmos ay;jo joaS ay; pun puny Aw ssau;!M 10400aTa aavjlaM A4uno0 :oo •ppsajojo amp ay; uo sjosuuadnS jo pjoog pins jo sa;nuiw ay; uo paja;uo Japio uo jo Ado.7 43onm pun ani; o si 6uio6ajo} ay; ;o4; Aj!,uaa Agajay •seia •W •y aosiAaadnS :.LN3Sgtl •auoN :S30N •pYagosull •d •g 4ss08809 •H •M `A41e110K •a •f `�uua)j •d •f saosznaadnS :SS.id :aZon SutMolloJ agz Aq passed svA xop.Lo 8uioBaao_T agy •uolZeOTldde pYesaaoje aqz aznoaxa OZ (I3ZI2i0H.LAb si 'ao4oaaTU a.ie-;laM A4unoo `uiluaof •a •u •ajt leg4 quaduo quou alu a SI .LI `Aurlaow -a •f aoslAlodnS Aq papuooas `duuax •d •f .zosin.iadnS jo uoi4om u0 eaae satZt0 Iapoy� puOmgO1.g OPUTIRTA ZL61 Jo 40V saDteiaS POTITV aqz jo 4s944 -aid a u8tsap oz £L6l aagma;daS oz ZL6I iagoz3o moag poiiod zooload ago aoj 0001III$ Alazvmtxoadde jo 4uea2 leaapej e aoj paaedoad uaaq seq uoz4e3tldde ue oaejlaM pue uot4eonpg `g4leaH jo zu9u<4aed9a sa;ezS paziun aqz jo uoijepuaumcooaa aq4 uo 4eg4 pa4e:js pue Cep sign paeog eq:t aaog:aq peaeadde 8uineq `10430aia aaeJlaM A4unoo aqz 8ui4uasaadaa 'saXo4g uozBuiaaeM •ayq pue ! smvagoad OIVJlanl Jo uotstnaa a se saozeaas POZe1204ui jo 4daouoo aq4 gzaoj s4as goigA ssaa2uo0 oq4 aaojaq Mou ZL6I Jo Zob saoieaaS pailld oq4 jo ;sa;-aid a aq pinoM goigM mea8oad uot4ea804ui aoiAaas a uT uoi4Edtot4aed A4unoo jo uot4eaoldxa panut4uoo panoadde 2uteeg ZL6I Ili jiadd uo paeog siq' •ZL6I Jo 43d sa31naaS Patllb aqZ Jo 4say-aad e u$isaa of spund aptnoad off. 4uea0 leaapad ao uoi4e3ilddy jo jauow ay;u� Z L 6l ' 9I AUN DJUJOI!ID:) fO 04D4S '4unO, D4sO:) DJ4uO:) fO sjosimednS jo PJD09 aye ul ��t Ii+ II Il i � • R IN e SOCIAL. SERVIC[ DEPARTMENT ME ��;1/� C NIRA COSTA COUNTY 161 . 7WT. SCH MEMORANDUM lJP>=RVtSORS A .._ V eputy 70: Board of Superv�i�or� �� � FROM: R. E. J orn l i 11n��, Director, Socia l Service Agency DATE: May 16, 1972 SUBJECT: Application for Federal grant to provide funds to design a pre-test of the Allied Services Act of 1972 I am pleased to report that the Department of Health, Education, and Welfare through its central and regional offices has urged the Contra Costa County Social Service Agency to submit an application for funds to design a pre-test of the Allied Services Act of 1972, which the Board endorsed at the April It Board meeting. The staff of our Program Planning and Development Section and our Case Management Consultant in cooperation with the staff of the Richmond Model City Project have prepared the application which is being submitted to you today for approval and forwarding to the Department of Health, Education, and Welfare. We are assured by the Federal authorities that this application will receive favorable consideration. The arant would be in the neighborhood of $111 ,000 for the first year. The Allied Services Act of 1972 which has been submitted to the Congress by the Administration, is designed to bring about maximum comprehensive Integration of all human services at the local level . The objectives of the proposed project during the first year are to design, install and prepare for operation a system of human services delivery which will entail comprehensive integration of existing systems operated by governmental and voluntary agencies in a designated area within Contra Costa County. The construction of a network of services related to the perceived needs of the resi- dents of the test area will be accomplished through a variety of intra- and inter- agency arrangements.. The system will entail maximum participation by all public and private educational , social , and health related services in the area. it will include, but not be limited to: (1 ) The establishment of an organizational structure that involves citizens at large, clients-patients, institutional and service agency personnel in a joint planning, decision making process of human service programs development. (2) The development of a comprehensive services system that responds to individ- ualized needs as identified and specified by and with individual clients. (3) The "coordination" and "integration" of services in such ways that the services will result in achieving greater well-being among the people in the area. (4) The systematic identification, analysis and evaluation of needs and services designed to meet the needs in ways which will improve the quantity, quality and relevance of the services through a ,joint planning effort of residents and agencies. GEN-9 fl Board of Supervisors -2- May 16, 1972 (5) The examination of existing institutional systems (Police, Education, Welfare, etc.) and, as possible, work toward modifying them in order to achieve greater well-being of people in the area. (6) The improvement of the style and manner of services delivery so that they become acceptable to consumers. (7) The development of a case management system which will enable uniform identification of problems of individuals and families and application of measurable and specific items of service. (8) The development of a recording and data collection system designed to measure the effectiveness of the services provided in terms of both improved individual well-being and accountability. (9) The inclusion of strong resident and consumer participation in all phases of the design, implementation and on-going evaluation of the service delivery system. (10) The provision of meaningful employment within all parts of the service delivery system for a significant number of community residents who are also consumers of the services provided. ( 11 ) In succeeding years the continued testing, evaluation and adjustment of the system to accomplish its goals. (12) The exchange of information and ideas between all agencies providing human services in the proposed services area. Although the initial project area will be in that part of Richmond designated as the target area of the Richmond Model City Project, the program is being designed so that it may be placed in operation in other parts of the County as soon as feasible. The encouragement given to the Contra Costa County Social Service Agency by the Depart- ment of Health, Education and Welfare to file this application is one more indication of their strong support of the efforts this County has been making to improve the effectiveness and efficiency of its human services through comprehensive planning and integration. REJ :WS:bl1 i OL wond Rick. HENRY DISHROOM DIRECTOR / TELEPF:ONE. 233-9923 F' C A L I F 0 R N RICHMOND MODEL CITIES?ROGRAM 661 SO.TENTH STREET May 11, 1972 Mr. Robert E. Joralin, Director Social Services Department Administration Building Martinez, California 94553 Dear Mr. Jornlin: It gives me great pleasure to endorse the Human Services Delivery System project en_itled "A Proposal to Design a. Human Services Delivery System: A Pre-test of the Allied Services Act of 1972". We have been work:_ng together for such a long time to try to get a better delivery system for the residents cf the Model Neighborhood.: Area. Individual services have certainly been expanded in the Model Neighborhood in the last several years . The vehicle to examine the whole- system and revise it as boldly as necessary to meet the needs of the residents has been missing up until now. We believe this project proposal provides that vehicle. The Social Services Committee of the Model Neighborhood Citizens' Board was involved in the original planning on inter-agency coordination and improved services delivery from which this proposal developed. This Committee has discussed the proposal several timer and both the Committee and the full Board have endorsed the project proposal. Sincerely yours , Henry� ishroom Director AC:HD:j j cc: Harry Kennedy Della Moreno Lucy Ellison Kenneth Smith Boaston Woodson 1 it .CRTIFIGION OF D104 MODEL CITIS ...... ......a,P�,.SS Richmond, California Social and •,�, city arri state DHEW grant program To Regional Director, EM: WHEREAS the Department of Health, Education, and Welfare requires that projects affecting the Model Neighborhood be linked to the Comprehensive Demonstration Program; and WHERF,AS Contra Cosgg. Co , the potential grantee agency, has presented for cons_erati.on and appropriate certification a project proposal c:e- scribed a.:5 follmis: PROJECT TITLE: A Proposal to Design a Hunam Services Delivers S st.em: . A Pre-test of the Allied Services Act of 1972an SEAS the project proposal described above has been determined by me to have met the follorAng conditions: 1. The project proposal: (a) x is an element of the City's Comprehensive bemonstration Nrogram; or (b) X was developed for prig:ary impact in the model neighborhood; or. (c) — serves a large area but has a discernable impact in the mo3el neighborhood, is consistent with and reinforces the Comprehensive Demonstration Program, and will be incorporated as an element of the Comprehensive Demonstration Program. in the next CDP submission to HUD. 2. , The CLIA was informed about this project proposal on. November 1, 1971 date and was given adequate opportunity to participate in its development. opportunity. 3. The project proposal has had acceptable citizen participation in its development and adequate citizen participation is assured in the proposed plan of operation. - 2 - 4. Adequate provision has been maie for continued coordination Imitween the potential grantee :agency and the City Demonstra:A'.on Agency during execution of the project. 5. Adequate provision has been made for monitoring and evaluation of the project by the City Demonstration Agency as part of the annual Comprehensive Demonstration Program submission and the refunding of the project. NOW, TJMF FORE, exercising the responsibility and autbority vested-in no as Director of the City Demonstration Agency.and acting with they kn(nrledEe -and concurrence of the chief_ executive official of my city, I certify that the project proposal described above is adequately linked to this Cityts Comprehensive D-=onstration Program. May 11, 1972 '' to Director City Demonstration Agency City of Richmond CONCURRENCE OF REGIC•NAL DIRECTOR' . . 1972 date Regional Director, Region - IX Department of -Health., Education, and Welfare OMB form no. 85-80145 • • • . BUDGET BUREAU NO. a3RO250 APPROVAL EXP. 0/30/73 DEPARTMENT OF HEALTH, EDUCATION AND Wl LFARE SOCIAL AND REHABILITATION SERVICE APPLICATION FOR PROJECT GRANT 1. ADMINISTRATIOY!OFFICE LEAVE BLANK ^'ADMINISTRATION ON AGING Q YOUTH DEVELOP!:EN7 5 SRS-PGN SERVICES ADMINISTRATION DMINORATI PREVEhT10N ,__;.COMMUNITY AOMItt15TRAT10N DATE RECEIVED 'X'OFFICE OF RESEARCH AND D CMONSTRATIONS OFFICE OF MANPOWEr, REMARKS: REHABILITATION SERVICES DEVELOPMENT a TRAIVING ADMINISTRATION 0 OTHER - ^2. SRS PROGRAM:POPULAR NAMI. 3. TITLE OF PROJECT(Limit to.3 Typewriter Spaces) Design of Pre-Test of the Allied Services Act of 1972 4. TYPE OF APPLICATION (SRS Project Grant.1'0. ) 'X NEW C]CONTINUATION [D RENEWAL E]REVISION [:]SUPPLEMENT 5. PROJECT INVOLVING HUMAN :UBJECTS A. IX NO B. F]YES AP-ROVED: C. I—]YES–PENDING REVIEW: Date 6. MAJOR PROGRAM EMPHASIS 11. DATES t•F: FROM THROUGH TOT.L AMOUNT A. PROJEC Comarehensive Service Intearation PERIOD Q 7. PROGRAM DIRECTOR(Nome, Ti le,Department,and Address B. BUDGET Street, City. State, and Zip Code: PERIOD _QC + 1 07 12. TYPE O=ORGANIZA—T:10—N�(Check applicabla item) Robert E. Jornlin, )i rector PUBL C INSTITUTION: Contra Costa County Social Service Dept. E]FE DERAL CI STATE W]LOCAL []O–HER 651 Pine Street �. Martinez, California 94553 PRIV/.TE INSTITUTION: E]NONPROFIT- [ 3 PROFIT SOCIAL SECURITY NO. I AREA CODE TELEPHONE NO. 13. ADORES WHERE MAJOR PORTION OF PROGRAM WILL BE CONDU1:TED IF DIFFERENT FROM ITEM S. S. APPLICANT ORGANIZATION (Nome,SponsorinaDept.,andAddress- Street, City.State,and Zip Code) - Contra Costa County Social Service Dept. 651 Pine Street Martinez, California 94553 COUNTY CONGRESSIONAL DISTRICT COUNTY CONGRESSIONAL DISTRICT Contra Costa S. NAME, TITLE AND ADDRESS OF OFFICIAL AUTHORIZED TO 14. PAYEE(Specify to whom checks should be sent) SIGN FOR APPLICANT ORGANIZATION (lame, Title, Full Address) Robert E. Jornlin, Director Robert E. Jornlin, DirectorContra Costa Co., Social Service Dept. Contra Costa County Social Service Dept. 651 Pine St. Martinez, Calif. 94553 651 Pine St. -Martinez, Calif. 94553 10. ORGANIZATION CURRENTLY ACCREDITED: For Continuation and Grants ONLY 15. HAVE ANY INVENTIONS BEEN CONCEIVED OR FIRST ACTUALLY i_J YES CJ NO REDUCED TO PRACTICE IN THE COURSE OF THIS PROJECT? IF YES. BY WHOM NO AYES,PREVIOUSLY REPORTED YES. NOT PREVIOUSLY REPORTED(ATTACH LIST) 16. TERMS AND CONDITIONS. The undersigned accept,as to any grant awarded, the obligation to comply with:terms and conditions pertinent to the awarding program,HEW Grant Regulations/Policies, and Other Federal Statutes and Fegulations relevont thereto,Title VI of the Civil Rights Act of 1964(PL 88-352)and the Regulation issued pursuant thereto,and state that the to molly filed Assurance of Compliance with such Regulation (Form HEW-441)applies to this project. The undersigned also certify that they have to commitments or obligations inconsistent with compliance with the above. 17. SIGNATURES A. SICt T RE r PERSbN NA►�D'II4 ITEM D (Signalutes required on ori P.inni copy only. (Iso ink, Per signatures B. Aµ�OVEO BY: SIGNATU OF S A r nGENC? OFFICIAL AT not acceptable.) TITL C: FORM SR5 OFM 3 PAGE 1 y 18.WGET SUMMARY FOR PERIOD SHOWN tN ITEM ItB ,GE 1 (COMPLETE ITEMS 19 THRU 2S BEFORE THIS PAGE) A, DIRECT EXPENSES OTH.:R THAN TRAINEE EXPENSES (. BUDGET CATEGORY FUNDS NDS(FEDERAL- FUNDS 1. PERSONNEL (INCLUDE FRIN'JE BENEFITS) 66, 105 2. EQUIPIAENT 2,500 3. CONSUMABLE SUPPLIES 4. TRAVEL(STAFF) 4,000 S. CONSULTANT EXPENSES 20,000 6. OTHER EXPENSES 16,600 7.TOTAL DIRECT EXPENSES CTHER THAN TRAINEE EXPENSES $ 1 1 1 ,205 B. DIRECT TRAINEE EXPEgSES(COMPLETE SECTION B FOR TRt,INING GRANTS ONLY) 1.STIPENDS(INCLUDE OEPEN)ENCY ALLOWANCE) 2. TUITION AND FEES - 3. TRAVEL 4. TOTAL DIRECT TRAINEE E)PENSES $ C. TOTAL DIRECT COST (LINES A7 and 134) 111 ,205 D. INDIRECT COST EXPENSES: (B) DHEW NEGOTIATED AGREEMENT DATE (A)IS INDIRECT COST REQUESTED: l.__J tt0 E]YES (Q) PERCENTAGE RATE: % (D) BASED ON: U SbW O TADC $ (E) BASE: S E. GRAND TOTAL (TOTAL LINES, C AND D) % $ 1 If 205 F. TOTAL GRANTEE PARTICIPATION (OMIT FOR RESEARCH & $ DEMONSTRATION PROJECTS) G. TOTAL PROJECT COST (TOTAL LINES, E AND F) (OMiT FOR RESEARCH joo $ & DEMONSTRATION PROJECTS) PAGE 2 i N 19. S(NED F PERSONNEL EXPESES FOR PER OD SHOWN EM 11B PAGE 1 A. PROFESSIONAL PERCENTAGE FEDERAL ANNUAL OF TIME OR NAME TITLE SALARY EFFORTSPENT FUNDS REQUESTED ON PROJECT (1) 121 (31 (4) (S) Pro'ect Coordinator s 16,000 100 % 5 1:3,000 13,000 100 15,000 P mQ Q00 100 13,000 Ccmmunit�j Partici pati on OCqani7nr FRINGE BENEFITS(SEE INSTRUC'IONS) �:34 15 TOTAL PROFESSIONAL PERSONNEL EXPENSES S 57,915 B. OTHER PERSONNEL • PERCENTAGE ANNUAL OF TIME OR FEDERAL J03 CLASSIFICATION SALARY EFFORT SPENT FUNDS ON PROJECT REQUESTED (tI (21 (3) (4) Stenographer S 7,000 100 x 5 7 0 FRINGE BENEFITS(SEE INSTRUCTIONS) 1 , 190 TOTAL OTHER PERSONNEL S 8, 190 TOTAL ALL PERSONNEL (A + 8) (TRANSFER TO ITEM IB,A. LINE l) S 66, 105 EXPLANATION OF FRINGE BENEFIT CALCULATIONS: A. PROFESSIONAL Soventeen percent B. OTHER PERSONNEL Seventeen percent PAGE 3 '1 20. SCHEDULE OF EQUIPMENT EXt EN5E5 �' LIST INDIVIDUAL ITEMS OF EQUIPMENT AND T HEIR ACCESSORtES THE APPLICANT CERTIFIES THAT: (1) the equipment listed below is not already on'•and and readily available for use by FEDERAL project personnel,and (2) the applicar t employs on effective system of equipment utilizat on and management. FUNDS REQ JESTED ITEM(1) ill Office furniture and equipment @ %500/1?erson S 2 `_00 AWL TOTAL EQUIPMENT EXPENSES (TFANSFER TO ITEM IS.A.LINE 21 S FEDERAL 21. SCHEDULE OF CONSUMABLE SUPPLY EXPENSES FUNDS LIST IN GROUPS REQUESTED (11 (2) Office supplies and materials 5 2,00 TOTAL CONSUMABLE SUPPLY EXPENSES(TRANSFER TO ITEM 18,A. LINE 31 S 000 PAGE 4 Amok FCDERAL 22. SCHEDULE OF TRAVEL EXPENSES (STAF'") I UNDS RECLESTED tt) (2) Staff travel s2,0-00 i1 Advisory Board travel and exnense 2,000 TOTAL TRAVEL EXPENSES (STAF') (TRANSFER TO ITEM IS.A. LINE 4) SIV,I)J FEDERAL 23. SCHEDULE OF CONSULTANT EXPENSES FUNDS RECUESTED tU 12) Job nrre f les i dents $r ( D Education, fh, J,IyE: i i e DF• etc. r t)0 Evaluation 17es i gn l0 0()0 TOTAL CCU ULTANT EXPENSES (TRANSFER TO ITEM 18.A. LINE S) s20;000 FEDERAL 24. SCHEDULE OF OTHER EXPENSES FUNDS LIST ALL OTHER EXPENSES CHARGEABLE TO THE PROJECT REQUESTED (1) (2) P . s 3,000 ..xputr,r program de-sLan and machine time 00 • TOTAL OTHER EXPENSES(TRANSFER TO ITEM IS.A. LINE 6) S l6,-)00 PAGE S %I N N 4 - r o N r ' N a W U 6 O as Y 6 N Opp N Y N ?-W aaW4 k 6x¢; oto � O � N • Z CS N � u u -A Z Z N ti W 4 y v Z w Q Y O O+ N N Z us J x LL t► 41 p x � W 0. O tp1 O W x a W Y W a r u U = Z Y6TO Y O l Y _ m W Y N ' 4 a a W 7 to l o o a a x 4 Y W G Z F fy W bus Y °% > °y 0 t- a Y Y p d W ;a <�{1 t1 W Y Y x s �L` ustj Jyf% d Y a a a 6 Y J o r u N 0.N 4 a x J Z N N 4vt +r a W d pY y ' a W W Y O Z W a .1 W 6 Y Y JOY C Z N ti N 0. r u`r'n o a d' ti- ~ i0 Z 4 O 7 Np d a G•V ti s a 0 to cc N � pwGB 6 i r 26. BUDGET ESTIMATES FOR TOTAL PROJECT PERIOD (MIT CENTS- "HESE FIGURES DO NOT CONSTITUTE A COMM -MENT): TO BE COMPLETED FOR NEW AND RENEWAL APPLICATIONS ONLY. IST YEAR • 2 DESCRIPTION SAME AS PAGE 2 2ND YEAR 3R.)YEAR 4TH YEAR "STH YEAR TOTAL (1 l2) (3) (4) (S) (61 A DIRECT EXPENSES OTHR (Federal Funds Only) THAM TRAINEE EXPENSES 1. PERSONNEL (SALARIES, FRINGE S S S S S S BENEFITS, ETC.) 2. EQUIPMENT 3. CONSUMABLE SUPPLIES 4. TRAVEL(STAFF) S. CONSULTANT EXPENSES 6. OTHER EXPENSES 7. TOTAL DIRECT EXPENSES OTHER S S S S S S THAN TRAINEE EXPENSES B. DIRECT TRAINEE EXPENSES (Federal Funds Only) (Applicable to Training Grant ONLY) 1. STIPENDS AND DEPENDENCY S S S S S S ALLOWANCE 2. TUITION AND FEES 3. TRAVEL • 4. TOTAL DIP.ECT TRAINEE EXPENSES S S S S S S C TOTAL DIRECT COST (LINES A7 + 84) S S s s s S D. INDIRECT COSTS (Fede al Funds Only) % Is s s s IS- S E, TOTAL PROJECT PERIOD ESTIMATES (Totals of schedules(C+O) s s S s s s F. GRANTEE FUNDS(including both direct 8 indirect costs) (Omit for Research and Demon- stration Projects) Dollars s s s s s s Percent I z z z z z z M REMARKS (justify continuing lends where the need mer be Apparent) • PAGE 7 r THE FOLLOWING PERTAINS TOCURRENT BUDGET.THIS PAGE MUST BE'COM D WHEN REQUESTING,SUPPORI FOR CONTINUATION AND RENEWAL GRITS ONLY FROM THROUGH 27. FISC:L DATA FOR CURRENT BUDGET PERIOD JTc'TAL FEDERAL GRANT FUNDS ONLY) • A. CURRENT BUDGET $ B. ACTUAL EXPENDITURES THROUGH $ , (Insert Dal..) C. ESTIMATED ADDITIONAL EXPENDITURES FOR REMAINDER OF CURRENT BUDGET PERIOD $ D. TOTAL ESTIMATED EXPENDITURES $ E. ESTIMATED UNEXPEADED FUNDS USE SPACE BELOW TO EXPLAIN ANY SIGNIFICANT AMOUNT SHOWN IN ITEM E. PAGE 8 28• EXPIANAT<ON AN TIFICATION BY BUDGET CATEGORIES'AS LISTIM SCNEDut.ES 03` T14RU 251 tSEE Ms—rRUCTI0+15! a �i PAGE 4 x J�(�r r • 29. OTHER SUPPORT INSTRUCTIONS: A. LIST ALL FAS SPONSORED PROGRAMS RELATING TO THE 14AJOR PROGRAM EMPHASIS OF THIS APPLICATION(SEE ITEM 6. PAGE 1)AT THE APPLICANT INSTITUTION INCLUDING THOSE NOW BEING CONSIDERED BY SRS. :%LSO TO BE . INCLUDED UNDER ITEM A ARE CURRENT OR PENDING CC•ITRACTS. RESEARCH GRANTS AND FELLOWSHIP AWARDS WHICH ARE RELATED TO THIS PROGRfM. USE CONTINUATION PAGES IF NECESSARY.AND FOLLOW THE SAME FORMAT. B. IN ITEM B. LIST ALL OTHER SOURCES OF SUPPORT RELATED TO THIS PROJECT WHETHER FEDERAL.SATE OR OTHER. A. SOCIAL AND REHABILITATION SERVICE SUPPORT PROJECT TOT-iL NUMBER SPONSORING TITLE OF PROJECT OR PRCGRAM TOTAL PERIOD OF (il designated) AGENCY AMOUNT SUPFORT WITH DATES (1) ACTIVE OR APPROVED II-P-57098/9-31 Social Health Care Outreach s209,003 July 1972-June 197 ervice Dept. 1 (2) APPLICATIONS PENDIN3 DECISION B. ALL OTHER SUPPOR PROJECT TOTAL NUMBER SOURCE OF TITLE OF PROJECT OR PROGRAM TOTAL PERIOD OF (!l designated) FUNDS AMOUNT SUPPORT i WITH CATES (1) ACTIVE OR APPROVED S I i i (2) APPLICATIONS PENDIK3 DECISION PAGE 10 Adlhk 30. BIOGRAPHICAL SKETCH (GIVE THE FOLLOWING It FORMATION FOR EACH PROFESSIONAL STAFF MEMBER, BEGINNING WITH THE PROGRAM DIRECTOR.1 (FOR CONTINUATION AND RENEWAL APPLICATIONS,SEE INSTRUCTIONS) A. NAME(Last,First,Initial) B.TITLE. C.BIRTHDATE(Afo.,.Day, Year> D. PLACE OF BIRTH(City,State, Country) E.PRESENT NATIONALITY (If non-U.& F.SOCIAL SECURITY NO. citizen,Indicate visa s)m_uJ) G. RELATIONSHIP TO PROPOSED PROGRAM H, EDUCATION(Begin aidr baccalaureate frainin;and Include poatdoctorsQ ORGANIZ-TION AND LOCATION DEGREE YEAR CISCIPLINE (I) (2) CONFERRED (4) 131 I. PROFESSIONAL EMPLOYMENT'Start with present position) �1 J. PROFESSIONAL EXPERIENCE(List significant experience relevant to program) a • PAGEII i1 31. RELATIONSHIP TO STATE PROGRAMS A. Is the agency or institution submitting this application operated, supported, or supervised byan official State agency? ................................................................ Q YES NO IF "YES."-1. WHAT IS TII;STATE AGENCY? Ca 1 i fern i a State hoartmen t' of Snc j_a l Welfare 2. WHAT IS TIDE APPLICANT'S RELATIONSHIP TO IT? Coun'y Social Service 11ppa rtment 3. IS THE STA--£AGENCY AWARE THAT THIS APPLICATION F)R FEDERAL FUNDS IS BEING M?.OE? .... .............. ............. ® YES NO COMMENTS: B.' Is there a State agency (other than the one named in A above) whose program is functioning in the some area or in an area related to your proposal?................................... YES. [] No IF "YES."- 1. WHAT IS THE STATE AGENCY? See be IOW 2. IS THIS AGENCY AWARE OF THE PROPOSED PROJECT?............................. EXI YES NO COMMENTS: Department of Education Department of Human Resources Developmen� • Department of Publ c Health Department of Mental Hygiene Department of Correction Department of Rehabilitation C. What will be the relationship of this project to current or proposed official State or local programs and plans? Project intended to accomplish maximum integration of all human services D. If applicable, did the appropriate Clearinghouses make any comments concerning this application?......................._................................................. El YES F NO If "YES", please ottach comments • PAGE 12 �1 Adbk- FOR CONTINUATION..NO RLWAL APPLICATION.USE ONLY PERIOLIWERED BY THIS REPORT 32. SUMIIARY PROGRESS REPORT FROM THROUGH PROGRAM DIRECTOR(Last,First,Initial) NAME OF ORGANIZATION TITLE OF PROJECT(Repast litlo shown in Ifem 3 an Pago I) DESCRIBE ACCOMPLISHMENTS SINCE LAST SUMMARY PROGRESS REPORT. FOLr_OWING THE FORMAT OF INITIAL APPLICATION.DETAIL PROGRESS TOWARD ORIGINAL OBJECTIVES. h PAGE SS y, DEPARTMENT OF L Pro pored for the Science &EALTH, EDUCATION, AND WELFARE • PROJCaT Na.(Leavo Psnk) Inlormatron Exchange. SOCIAL AND REHABILITATION SERVICE Not for publication or publi- cation reference. 33. PROJECT SUMMARY • SUBMITTED TO: SOCIAL AND REEABILITATION SERVICE.WASHINGTON,D.C. 202(1 TITLE OF PROJECT Design of Pre-Test of the Allied Services Act of IS72 GIVE NAMES AND OFFICIAL TITLHS OF THE PROJECT DIRECTOR, AND ALL OTHER PROFESSIONAL PERSONNEL Robert E. Jornlin, Director It AME AND ADDRESS OF APPLICANT AGENCY OR ORGANIZATION Contra Costa County Social Service Department SUMMARY OF PROPOSED WORK—200 words or less—omit confidential dates In the Science Information Exchang•, summaries of work in progress are exchanged with government and private agencies supporting reseorclin the sciences and oto forwarded to is vostigators who request such information.Your sutrnary is to be used for those purposes. To reorganize the service system to insure maximurl coordination between all elenents in order to facilitate consumer access to and use of the services, improve the: • effectiveness of the services, insure accountability, use service resources efficiently, and to assure maximum participation of the community in the identifica- tion of needs and continuing evaluation of the service delivery system. AGENC l SIGNATURE OF ORT� •• t �'. PROJECT �'-Z— ORGANIZATION DIRECTO ~ DO NOT USE THIS SPACE • PAGE 14 34, PROJECT GRANT COST SHARING PROPOSAL (RETURN TWO COPIES) 1. NAME OF DHEW GRANTINGAGE?CY 2. DHEW AGENCY GRANT NUMBER 3. ADDRESS OF APPLICANT ORGA'4IZATION 4. PROJECT PERIOD °) FROM THROUGH S.TITLE OF PROJECT: s. proposes to share in the (fame of Applicant Organization) cost of this project during the project period specified above(or ony.subsequent revision of that project period) to the minimum extent of percent of the total allowaWa costs of the project.(b) It is understood that if the project period consists of more than one budget period, this minimu�n percentage will apply to the project peritA as • a whole, but not necessarily to each budget period; however, at least some sharing of costs will take place in each budget period. 7. SIGNATURE AND TITLE OF AUTHORIZED GRANTEE OFFICIAL DATE (a) The project period includes the initial budget period and the budget period(s)of any non-competing continuation grant(s), (b) Total allowable costs of the project Includes both costs charged to the Federal grani funds and costs contributed by the grantee organization,and will be determined in accordance with the cost principles designoted by the granting agency. PAGE 1S • II; �J May S, 1972 A PRO?OSAL TO DESIGN A HUMAN SERVICES DELIVER'( SYSTEM: • A PRE-TEST OF THE ALLIED SERVICES ACT OF 1972 A. Introduction I . Objective To achieve maximum personal independence, dignity, protection, economic serf- sufficiency and physical , social and mental veil-being of individuals and families through the establishment of an effective Human Services Program. To organize the provision of human services to Individuals and families to assist them in attaining maximum personal independerce and economic self-sufficie,lcy feasible, or to prevent individuals and families from becoming increasing(,., dependent for beth financial support and personal care upon public and private programs. To reorganize tie service system to insure maximum coordination between at : • elements in ord:r to facilitate consumer accs:ss to and use of the services; improve the effectiveness of the services, insure accountability, use service resources efficiently, and to assure maximum participation of the communitt inthe identification of needs and continuing evaluation of the service delivery system. 2. Background The Contra Costa County Social Service Agency and other county agencies already are heavily involved in providing services in the area through a variety of contractual arrangements with the City of Richmond and demonstration projects developed in cooperation with the Model City structure. The United Bay Area Crusade has adopted a policy of encouraging its member agencies to explore ways of expanding services through purchase of service agreements with the Sociii • Service Agency and has designated Richmond as a target area for this efforF. The Richmond Unified School District which scarves the entire area has expressed interest in both broadening ani intensifying its -2- Involvement in the total service delivery system in the community. There are several community based service agencies with substantial experience in providing direct services in close cooperation with the Social Service Agency and the Model City Project. As the foil-Dwing list shows, Contra Cost-cr County has expressed through. Board of Su.)ervisors Resolution and Administrative action a strong ant. : continuing interest in developing an integrated human service delivery system. 1965 - Centra Costa County health and welfare agencies begin develop- ing methods of delivering a cooprehen'sive range of human st:rvi ces. • 1966 - Rodeo Community Service Center opened - first concrete test o� services integration including Public Health, Mental H3aith, Probation and Social Service. Immediately inaugurated oimplete separation of income maintenance from Social Services. 1968 - Richmond Model Cities Program established. County Inter- Agency Committee established and systematic development of integrated services for MNA residents begun. County Social ' Service Department assigns full-time planner to Model Cities staff. 1969-71 - Three Joint Model Cities-County Social Service Department projects implemented: Child Care Development, Health Planning Grogram Development) team, Health Care Outreach. Eight other projects developed and implemented with Social Service Depart-want participation. -3- • July 1970 - Creation of the Social Program Planning and Development Section r0sponsible to the Director of the Social Service Agency and with a major charge to advance -the planning for comprehensive; irteragency service integration. Nov. 1971 - Reorganization by Board of Supervisors of County Departments - of Public Health, Medical and Mental Health Services, and Social Services, into a single Social Service Agency headed by the former Director of the Sicial Service Department who has given strong support to all service integration efforts. At present thc: Social Service Agency planni<.Ig staff consists of a directcr and five full--time planners. The section combines a broad range of experience in community planning, social pr3blem assessment, public and • voluntary agency administration, and program monitoring and evaluation. It carries responsibility for liaison with '4odel Cities projects within the County and is responsible for the development of inter-agency agreements and development of purchase of service agreements. In addition, the Agency has three full-time staff assigned to planning, developing, and coordinating services for the elderly, the retarded, and day care. A full-time staff member is developing case assessment, manage- ment, and recording methods related to the concept of service integration. The Agency has direct administrative control over County medical (hospital and clinics), Mental Health, Public Health, and Social Service activities including public assistance. It has a strcng commitment to the provision • of services as a means of reducing dependeicy and increasing personal functioning and satisfaction. The Richmonc Model City Project is • • -4- • recognized as one of the most outstanding In the country. It has developece a sophisticated s•-aff strongly committed to the concept of service integration and to building its demonstration projects into the existing systems. It has an experienced organization of residents .rho are involved in all of its planning and operational activities. The Richmond Model Cities Project and the Social Service Agency have had a productive partnership of joint project development and sponsorship. Model Cities has also developed a cooperative planning and project imple- mentation with Kealth and Medical Services DEDartment - now consolidated with Contra Costa COLnty Social Services - and wit? the Richmond Unified School District and Contra Costa Junior College. • All Model Citie!. plans based on Program Component Committees (Task Force) develop-ment - with committees including MNA residents and appropriate agency as well as Model Cities staff. 1 . Services Integration Proposal Endorsed by Committee and by Model Neighbor- hood Citizens' Board Last Month: 2. Model Cities Projects Involving Health, Education or Welaare Funds: Project names given, "Integration" aspects or special services aspects noted. 3. Comprehensive Child Care Project: Funded jointly by Model Cities and Social Service Department using Title IV-A. Links child care to health, housing and career education, also family day care homes can become modest self-supporting economic enterprises. 4. Health Care Outreach: Funded by Social Service Department with Title lJ-A • and "1115" funds. Initiated by Model Cities. Provides outreach, trans- portation and health education services t� MNA residents, provides I� i -5 • better information on service needs especially in health area: 5. Home Management Demonstration: Training, o)unseling and case work service, housing problems - HEW funded through State of California Department of Community Development. 6. Allied Health Professions Training Center Feasibility Study: Initiated by Model Cities funded by Regional Medical Programs and Model Cities. 7. Rodent Control : Richmond MNA one of three sites for BAHA Rodent Control Program. ' S. Drug TreatmenT (Discovery House): Model Cities support to Mental Health, California Cocncil on Criminal Justice funeed drug treatment project. 9. Career Opportunities Program: Model Cities and Office of Education funding of Richmond Unified School District project. 10. Child Diagnostic and Treatment Center: Initiated by Model Cities Program and funded by SRS Rehabilitation funds is opereting in four elementary schoois to prevent functional retardation through teacher and parent guidance. 11 . Youth Services Program and Youth House: Multi-funded project involving Probation Department with Model Cities and Police Department support HEW Juvenile Division and California Council on Criminal Justice, Model Cities and County funds. 12. Service Activities at City Neighborhood Centers: Increasing numbers of services called for and delivered at neighborhood centers - in area of social services, health, special juvenile delinquency counseling, food stamps, etc. Model Cities is spending substantial sums as local share for new and attractive centers. City Recreation Department operates and coordinates these services. • -6- • Among program:. operating now or soon at Shields are Family Planning, Youih Counseling, WtAl Baby, Health Care Outreach, Food Stamps, Alcoholism. City Relationships to Service Integration: Elected City officials are aware of services sponsored by Model Cities and others funded by Social Services and using Clty facilities and Model Cities funds - through Model Cities plan, contracts which come before them - and through personal interest, especially Councilman Gary Fernandez. Richmond is just gritting into a Community Development Office set up to carry out physical (most;y HUD financed) projects on team basis. OEDP Committee is the team for econoriic development. Tentative Plan for a "Cabinet" relationship be-K-een County Social Service, Richmond Unified School District and Assistant City Manager for Community Develop- ment already proposed in Annual Arrangements Document. This proposal is under study now. City involved in redesign of police services toward "diversion" - cooperatively with community social services, probation and other agencies, Recreation Department also is very interested in cooperative relationship. Hope that with the Allied Services Plan Richmond will soon have: ' (1 ) Staffed fully operating Community Development Organization, (2) Comparable Social Planning Capacity, and with that, will be able to handle new kinds of services and facilities to house themisuitable to residents, and planned and operated with residents. • i -7- • 3. Rationale The underlying assumptions and concepts of tte Allied Services Act of 1972- are • that human services can be made more effective through the development of a coherent delivery system out of a conglomerate non-system. Contra Costa fields the position that service programs must be defined in terms of clients ratf'•er than agencies In order to. meet the differential needs o" people and to measure the impact of services on the individual or a client group. Consumir participation in program planning, decision making, operation and evaluation is necessary (essential ); -however community participation itself is not a sufficient condition to insure relei%ant nor effective services. Agencies must b3 sensitive, flexible, and willing to make policy and structural changes. If adancies and consumer groups car fulfi-11 this partnership, the project may accomplish its goal . Rationale for specific project objectives Include: °reduction of consumer alienation and sense of powerlessness *increased relevancy of services *increased accuracy of problem assessmer+t *humanization of the service delivery system °prompt and efficient service delivery The central concepts of the allied services approach may be described as follows: (1) Flexible Federal funding through provision for transfers between programs in order to be more responsive to the variation in local priorities. (2) Removal of certain Federal constraints rhich impede integrated services delivery, through provision of waivers. • (3) instituticnai change and reforms are ext,ected to create more prompt u and easier access of clients Into delivery systems, i .e., increased • responsive=ness of service programs to minorities with cultural and language barriers. (4) Integrati•in of services in order to enhance the utilization and effectiveness of several services made available to an individual or family, I .e., coordination as opposed to dispersion, competition, duplication. (5) Joint planning and decision making, a necessary component to allow HEW services to "pull-together" and collaborate with relevant voluntary services. (6) Informatic-n, communication, and agency linkage,. this becomes the heart of ,-he administrative-coordinating mechanism which brings about the ultimate outcome of the allies services approach. The • means of external and internal communication is essential because of the voluntary effort required of bods public and private agencies. (7) Horizontal organization structure as a preferred mechanism for service delivery contrasted with the vertical bureaucratic line of order organization. The more horizontal the organizational structure, the more open it is for feedback from the people served. Institutional responsiveness Is increased. (8) Community need assessment, this notion extends beyond the inventory of unmet needs--because of limited resources, priority setting must follow need or problem identification. Furthermore, the delivery system must be kept open to receive continuing information on service gaps and delivery problems. (9) Accountability, monitoring, and evaluation which implies a • continuous process of evaluation of "what gets done" -- or outcome. No longer do we wait for the end of the controlled demonstration I 1 • -9- • ' • for all of oar service experiments. In this kind of project, where a systems approach is indicated, the feedback should be continuous. Otherwise, the system has no basis for correction or adaptation. Evaluation is on systems performance as wall as client and community change. B. Specific aims To design, install and prepare for operation a system of human services delivery , which will entail comprehensive integration of existing systems operated by governmental and-voluntary agencies in a designatec area within Contra Costa County. The construc--ion will be accomplished thrcugh a variety of intra- and inter-agency arrangements of a network of services related to the perceived needs of the resident:; of the test area. The system will entail maximum partici•- pation by all public and private educational , social, and health related service!; In the area. It will include, but not be limited, to: ( 1 ) The establishment of an organizational structure that involves citizens at large, clients-patients, institutional - and service agency personnel in a joint planning, decision making administration and evaluation process of human service programs. (2) The development of a comprehensive services system that responds to in- dividualized needs as Identified and specified by and with individual clients. (3) The "coordination" and integration" of services in such ways that the services will result in achieving greater well-being among the people In the area. (4) Systematic identification, analysis and evaluation of needs and services • designed to mesh the needs in ways which will improve the quantity, -10- quality and relevance of the services through a ,joint planning effort of • residents and agencies. (See A). (5) Examine existing institutional systems (Police, Education; Welfare, etc.) -and, as possible, work toward modifying them in order to achieve greater well- being of people in the area. (6) Improve the style and manner of services delivery so that they become. acceptable to consumers. (7) The developmen• .of a case management system vhich will enable uniform identification of problems of individuals and families and application of measurable and specific items of service. (8) The development of a recording and data collection system designed to measure the effectiveness of the services prcvided -In terms of both improved individual well-being and accountability. • (9) The inclusion of strong resident and consumer- participation in all phases of the design, implementation and on-going evaluation of the service delivery system. (10) The provision of meaningful employment within all parts of the service delivery system- for a significant number of community residents who are - also consumers of the services provided. (11 ) in succeeding years the continued testing, evaluation and adjustment of the system to accomplish its goals. (12) Exchange of information and ideas between all agencies providing human services in the proposed services area. C. Methods The proposed area comprises census tracts 65 (i .e. , 3650), 76, 77, 78, 79, 80. This is essentially the portion of the City of Rl :hmond west of the Southern Pacific Railroad tracks. in addition, the area iicludes the unincorporated part of North Richmond. These 6 tracts also contain the Richmond Model Neighbor- • hood Area, though only an insignificant portion of it Is in tract 78; The re- maining five tracts ,are among the six poorest In the City of Richmond with a median income of $6930 according to the 1970 Census as compared with a Richmond median of $10360. their total population of 26,937 people is 76% black and 9% Spanish American. While the unemployment rate for Richmond in 1970 was 7.4%, it was 12.7% in these 5 tracts, where a 7% lower labor force participation rate than Richmond probably indicates an even worse unemployment picture. Tract 78 (Point Richrond) is a natural part of ,the proposed Services lntegratioi • Project area, as it lies isolated on the western side of the other five tracts. It has a mixed population of poor and well-to-do; only two other tracts outsido the MNA have a larger percentage of families below: the poverty level ($3000), thought its median income is above the city-wide zverage. • Initially the model Nhich we envisage will encompass a broad organizational net- work, but will require physical facilities only for a small administrative staf4J, meeting rooms, and data processing facilities for the central Information and data resource pool . The progressive stages for the development of the service system are described in the following chart. The Project Administration will include the Director of the Social Service Agency, the Richmond Model Cities Program and other appropriate city and county officials. These will be advisory groups including agency staff, consumers and interested citizens. • i _12- UNIFYING !2-UNIFYING BOARD OR ADVIS)RY COUNCIL �I r i I MEDICAL SERVICES MODEL PUBLIC HOSPITALS CITIES HEALTH CLINICS PUBLIC r WELFARE SCHOOLS PROBATION CONTRACT SERVICES VOCATIO4AL SOCIAL ' STATE REHABILITITION SECURITY MENTAL .HYGIENE D 0 L VOLUNTARY OTHER EMPLOYMENT AGENCIES WIN-- - Progressive stages of the scope of the service providers is indicated by (I) (2) (3) phases of enlisting service agency participation. i l -13- The system is to be Designed so as to provide all services to help solve all • "official problems". An improved system of defining service needs in relation to the problems to be addressed, quantitative measure of need, and resources available will be developed. Various alternative nethods of service delivery will be considered and those appropriate implemerted so that the suitability of different styles of delivery can be tested. Steps include: ( 1 ) Classification of Problems (2) Analysis of Prolems: (a) what services are intended to solve problem (b) how many .people, where, have problems (and other measures of . .client need) (3) Analysis of existing services in relation to relevance, availability, adequacy and acceptability. (4) Development of service Network to Improve existing service and to add new services. Change in delivery location or delivery patterns might be used to improve existing service. (5) Implementation of new and improved services (a) development of individual project designation or work programs, including job description, resident employment goals, consumer involvement in planning and monitoring (b) contract writing, if needed (c) establishment of Project Implementation Machinery (to include space acquisition, supplies, hiring, technical assistance and other • needed hot.sekeeping procedures) 'Service delivery planning is to be action orientec; that is, designed to make • available new or reo-ganized services for which a need has been identified in Step I as quickly as possible. For this purpose, existing services will be categorized in relation to the "official problems" they are designed to meet. Ir this way, the service design relates specifically to problem identification. 1 . Computer based central information depository or data bank -- development and installation. Since a wide range of human service agencies will be mobilized to provide integrated, goal -directed services to a selected target population, the following elemen�s are essential to the design of data collection system. Individual confiJentiality will be assured anc the data will be used only in relation to tris program and for the improvement of services. • A. The data ban-, to contain essential demog riphic and census tract materials, selected operational information from the participating agencies, other relevant data from varied resources (national , state, local ). B. The collection, organization, manipulation and operational use of these materials will provide the pre-test project with data needed at various time points. During the planning phase it can provide basic decision-making data for identification and Inventory accumu- lation of community problems, determination of unmet service needs in the target community, selective data for defining the target population, program priority direction, etc. During the operational phase it will supply Information needed for modification of program design, and identify service gaps or delivery problems. It will • also supply material needed for management' and control purposes in i� I . -15- . the on-goinc operations. At the time of evaluation this data storage end • retrieval system will be used as the basic; for evaluation of program im- pact on the target goals. C. Full utilizetion of the data bank will ma-<e it possible to identify and classify the test population in depth by family, individual and groups in relation to basic community problem categories, specified service goals, and evaluation of service effectiveness. D. It will provide the participating service agencies with a readily available source of data and would be maiitained on a current basis. E. The emphasis. would be on analysis of the data and application to the on-going operational activity, rather thaEi on collection. 11 . Integrated Service Delivery System involving ill participating agencies -- Development and installation. The system is to have the following elements: . A. Problem Identification Services are to be focused on a limited selection of broad, basic community problem areas about which the community has.concern and for which tte participating agencies have a specified responsibility. The selection of the problem areas for service focus is a priority item if the objectives of the project are to be met. B. Defined Goals Service efforts directed toward broad goals that are, at the same time, defined and limited, i .e., to maximize self-sufficiency, self- care, and protection for those incapable of self care, C. Inventory of Services Identificat;on of all services to be provided by the involved agencies and an appr•isal of their relevance to the project. This would include • the elimina-•ion of duplicated service delivery patterns and a clarificF.tion of functional responsibilities between the agencies. -16- • D. Multi-Service Delivery ` Consideratior of the utilization of a wide spectrum of the types of service delivery to be provided. Outreach, community and , Neighborhood organization and participation, advocacy, ombudsman- ship, indiviauai and family counseling, grDup services, etc. E. Uniformity of Approach The establishment of uniform goals for all participating agencies, as well as metthods and procedures involving record keeping. This component of service approach uniformity aid reporting makes it possible for the project to measure servico effectiveness against a mutually stared and equivalent set of st;%ndards. While the in- dividual agencies would retain their unique service identity and basic functic•nai responsibilities, they would all share the same common goals and utilize an integrated reporting system. F. Selection of the target population is to bo made by making an Inventory of the basic problems in the test area service population, then determiring the commonality and impact of these problems on the community. Criteria are to be designed to serve as the basis for selection of the actual service target group. The resources of the data bank to be utilized for selection. G. Monitoring and Control On-going review and monitoring is to be instituted as a prior=ity activity. This process will maintain the integrity of the project design, assure that defined goals of service are being met, uniform procedures and record keeping standards followed. A control system to assist agencies in the management of thair service activities is also required. i� _17- H. 17.H. Evaluation cf Service Effectiveness and Accountability Provide the agencies and the project with an evaluative design for service accountability that is simple in its operation, uniform in design and objective in its direction. E-aluation on the operational level will he qualitative for the worker and statistical for the project's needs. Evaluation is to be bassd on defined goal or objectives, time controlled service activity, the selection of controllable perfor- mance and service effectiveness expectations, Evaluation would not be limited to the narrow confines of specific service actions, but would encompass uss of the data bank materials to assess impact on a broader base - for example, the possible impact o housing referral services . on a given aroup in relation to the number of families in standard housing in the same group at a later poin.- in time, The methods and procedures to be designed for use by the project will focus primarily on capturing defined accountability factors, In general they will be based on the case management system already developed by the Contra Costa County Social Service Department. The present system will require expansion and modification in order to meet the more sophisticated requirements of the project. The actual service delivery approach of the Social Service Department system has the following characteristics: I . Short term service 2. Defined goals and objectives 3. Defined service programs (an inventory) 4. - Service focused on realistic, concrete, current problem solving r 5. Selfzction of problems for soluticn that offered a chance • for modification, amelioration or solution 6. Time: Limit set for Service Activity - related to goal achievement 7. The Contract Concept - client participation emphasized 8. Evaluation by worker of whether ,goals were or were not achieved Proposed project time schedule. The project would begin three months after the funds are granted and would complete the design for an opera- tional pre-tost of the Allied Services Act of 1972 by the fourth calendex quarter following. Some elements of the design might become operationa► on a phase-ir basis during the design period. In addition, it would have arranged with an acceptable outside firm for the-design of an evaluation system to meesure the achievement of the ypais of the design period, anc a system to to installed in the operational phase to provide continuous feedback of effectiveness. This will permit early and prompt corrective action as ineicated. An effort woiid be made to describe the project director position and hire the director prior to the first quarter. First Quarter, October -Establish guiding and advisory body -Describe and 'recrult staff -Select Project headquarters in Richmond -Identify component agencies and service organizations -Begin development of cooperationai agreements -Descrite objectives in close conjunction with advisory body, staff, and cooperating agencies. • -Develop mechanisms for community input �I i -19- • -Start -ho design the Data Bank. Emphasis on its purpose, expecta-. • tions, responsibility, staff required and type, operational pattern, 'relationships with participating agencies, etc. -Tentative design of instruments, manuals, code books and recording formats to be used by operational staff. -Preliminary consideration of basic community problems) to be selected for service focus. -Preliminary consideration of need to determine target population . to be served. -Preliminary consideration of goals, expectations and evaluation patterns. -Monitoring, review and control comp-ments. to be considered. Second Quar--er, January • -Initial establishment of Data Bank complex. Staff orientation. Clarification of purpose of information. Preliminary collection of resource data. Consideration of data to be generated by operating agencies. Develop description of Allied Services Area Director position. -Negotiate contract for ongoing operation evaluation. -Description and analysis of problems to be dealt with, -Description and analysis of service capabilities of all component agencies and service groups. -Initiate definition of goals in relation to Federal guidelines. Third Quarter, April -Complete definition of system incliding service components, participants, etc. • -Establish intra- and inter-system linkages through administra- tive agreement, contract, or other appropriate methods. I -20- • -Describe In-service training requirements to support application fbr shirt range training grant. -Prepare second year project application, -Hire Allied Services Area Director. -Beain identifying other geographica: areas for next phase of installation of system. The monitoring and evaluation plan will to built into the proposal as an ongoing, feedback process so that the new organization structure can make corrections and necessary adaptations. As a projection, the monitoring and evaluation may Include: ( I ) Systems performance objectives and criteria for evaluation. (2) Community and client impact measures---satisfaction, attitudes, • interest, support. (3) Program component evaluation, objectives formulated, and criteria defined for use in evaluation. Fourth Quarter, July -Complete and submit Allied Services Proposal by requested date with necessary approvals and revisions. -Perform additional survey and development work including establishing linkages to regional , specialized services. -Establish staff and procedures for on-going operation. -Adapt advisory organizations to operational status. -Develop and test service delivery systems and procedures already tested. • -Assign planning staff to areas selected for next phase of installation of system. I� F' -21- i • -other transitional operations. D. Significance To field tet under controlled conditions and with sophisticated data collections, evaluation, and service effectiveness measurements the impact of a comprehensivE. integrated human services system including public and private agencies providing health, education and social services. Services can be delivered in many ways -- centralized in location but not com- bined together; neighborhood based but not combinet. Delivery door-to-door can be in separate places for separate services as speciality shops or under one ( 1 ) roof as in the depariment store. While accessibility znd availability are closely slated to geographic distribu- tion of services, there is no one location pattern'of delivering services that ihas been clearly proved to be superior nor one way that Is suitable to all clients. In developing the ne"work of services, each part of the process will be to identify for given need -- different service delivery patterns, hypothesize the advantages of each, develop delivery systems accordingly and evaluate their success in meeting goals. E. Facilities Available The network of services visualized for the Richmond area will have its admini- strative headquarters in a new office building in downtown Richmond within the MNA leased by the County. This building will have other agency offices besides Social Service and wilt provide the physical attributes for increased coordination of services. Many other County funded services are in nearby scattered locations. Some will be combined. Others, such as youth group activities or Headstart Nursery School programs serva better if by themselves. 1 _22- In the outlying neigiborhoods, other county interagency offices are planned but. • not yet available. Neighborhood Centers combining service, recreation and cultural programs will eventually exist in aach of the several neighborhoods making up the demonstra- tion area. Shields-Reid Center is already operating in North Richmond; Martin Luther King Center is under construction; architectural drawings are in pre- paration for Parchester, and the Nevin Center Project is in the planning stage. In addition, five elementary schools, a continuat;on high school , pre-school anJ child care centers, a State Service Center (HRD) and a Concentrated Employment Program are all within the area. These comprise the basic physical facilities. _ Governmental institutions which will be involved End lend their expertise incluJe all Contra Costa Couity departments, the City of Richmond and especially its ned • Department of Community Development, Richmond Uniied School District and Contra Costa County Junior College. As to the private agencies, the United Bay Area Crusade is particularly interested in coordinating and expanding private services- through purchase of six service agreements. In the MNA four major community action agencies exist --Southside -Center, People Pledged for Community Progress, North Richmond Neighborhood House and the Council of Spanish Speaking. F. Characteristics of Applicant and Affiliates. See above under A-2, Background, and E, Facilities Available G. Support Data and Other Information Attached herewith. .H. Dissemination of Results _ All reports and evaluations will be available to all interested persons and may be published as app-opriate. r o ►< oElti �^ o r i 0 n �i rr 11- rr 'Y o k r� ti Pi 3 a to rL O ri K G }i "r n R R •3 rr rr b rr rr s+ L7 e Y FD r• 1 (D w r W ,o Rr,rt- �. r Q . 4 , 1.j 1-+ N 1� N N H N 'V t7 t7 tD ko %D to tQ lfl tJ l7 O O O O J m J m J Ol J Gl Cl O Co O r Co O O O r' i (p S S -r- N W s 00 'co � ! W N N N ON O1 ' VL `' F3 Cl - N � A v7 ,p UL co C3 O W N O �F,^ b _ to VFj 1-j r LA N F-' W W r F-' F-' m J [� W t7 co N ,p li co N N u N JI- -D � �] ...t a(+ N t-' to to t + (l W --% N Oo N .A at co co A V V t r ' N Ln W W a coOo COC7 - . 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U- Cry N W o —' AD vi v m --( -.� N N 0► -1 En O _ En 01 -0 to sa d W = tv N 00 � ? _ N N —t mto N p Vl _ r a0 � •s o W t.� p — N -- � �. CD Ln O A W •� •- (r( N W 0 o ip Eli 4 f IN THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the Matter of Report of ) April 11, 1972 County Welfare Director on ) Proposed Service Integration ) Program and Allied Services ) Act of 1972• ) Mr. R. E. Jornlin, County Welfare Director, having appeared before the Board and submitted a report dated April 10, 1972 (a copy of which is on file in the Office of the Clerk of the Board) stating that the U. S. Department of Health, Education and Welfare is considering a $100,000 grant to Contra Costa County to establish a program to integrate services to welfare families in connection with the Richmond Model Cities Program, which program could potentially apply to the whole county, and that under said program a welfare family would be aided not only with money and housing, but also with employment, marital, juvenile delinquency, health and similar problems; and Mr. Jornlin having also reported that the Service Integration Program would be a pretest of the Allied Servicer Act of 1972 now before Congress, which sets forth the concept of in- tegrated services as a revision of welfare programs; and Mr. Jornlin having requested that the Board approve continued exploration of county participation in the aforesaid program inclusive of the necessary planning needed for Contra Costa County to enter into a pretest of the Allied Services Act; and On motion of Supervisor W. N. Boggess, seconded by Supervisor A. M. Dias, IT IS BY THE BOARD ORDERED that the request of the County Welfare Director is APPROVED. The foregoing order was passed by the following vote of the Board: AYES: Supervisors J. P. Kenny, A. M. Dias, J. E. Moriarty, W. N. Boggess, E. A. Linacheid. NOES: None. ABSENT: None. I HZEMBY CERTIFY that the foregoing is a true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. cc: County Welfare Director Witness my hand and the Seal County Medical Director of the Board of Supervisors affixed County Health Officer this 11th day of April, 1972. County Probation Officer County Counsel W. T. PAASCH, CLERK County Personnel Director County Administrator By Richmond Model Cities 4Es Pigott Deputy Clerk I1 R: E.JORNLIN . •. owccroR SOCIAL SERVICE DEPARTMENT ��{{ CONTRA COSTA COUNTY W77-7 MEMORANDUM W T. P A A S C H CLE BOA OF SUPERVISORS By COSTA TO: Board of G6pervisors autr FROM: R. EF 2niin, County Welfare Director DATE: April 10, 1972 SUBJECT: SERVICE INTEGRATION PROGRAM AND ALLIED SERVICES ACT OF 1972 Traditionally, public welfare departments have been heavily• involved in trying to meet all types of problems in* a community. Much of this effort has been handicapped by agency limitations and fiscal barriers. Last week, I reported an important breakthrough regarding the use of public welfare funds in developing youth programs and serving the pre- delinquent. Your human service departments have been attempting to overcome some of these barriers to solve more effectively family and community prob- lems. We have tried interagency development, created a planning and development division, established neighborhood centers, and recently programmed the social service management system for computer use. Prog- ress, however, has been slow fora number of reasons; but a major factor has been the ridigity of federal and state laws and programs. We have, however, recognized for some time the need for a structured and coordinated problem-solving service to be delivered to the community, with evaluation and accountability controls and measurements to accompany these services. Several months ago, the Social Service Department and the Richmond Model ' Cities were approached by a special task force from HEW regarding our willingness to demonstrate the concept of Service Integration. This is a relatively new term which refers basically to the organization and coordinated delivery of human service programs. The objectives are: 1 . To reorganize methods of administering human service programs so that maximum opportunity is afforded every family to become as self-sufficient as, possible. 2. To identify multiple-problem families as families of concern to the entire community, rather than of a single social agency. To develop a coordinated pattern of service that avoids costly duplication of agencies' efforts and provides families with the kind of concrete services they need to become contributing members of the community. GEN.9 n Board of Supervisors -2- April 10, 1972 3. To gather information on the nature and causes of family break- down (e.g., ill health, poor housing, crime, alcohol, marital discord, etc. ) 'so that all agencies may cooperatively develop better means of preventing and controlling these conditions. 4. To apply this information to improvement of services rendered by all health and human service agencies. To redesign existing services, to increase efficiency, and improve quality. To create new services as the need for them is .documented. 5. To interpret to the general public the importance of social re- habilitation of families and to demonstrate that in many cases health and other human services can prevent or control family breakdown. A copy of the proposed Service integration Program and budget is attached. This has now taken on a much greater significance with the proposal from President Nixon to Congress to enact the Allied Services Act. Thus, the objectives in implementing a Services Integration Program is potentially strengthened by this proposed federal legislation. It should be noted in both the Services Integration concept and Allied Services Act that the focus must be on the official problems for which the community must be responsible, not the individual agency or service. In our discussions with the federal staff, we were informed that each HEW region would select a city or county as a demonstration area, except Region IX comprising the seven western states which would select two: Contra Costa and Honolulu. I understand we have been considered because of our progress _ in developing programs related to this concept. Several weeks ago, Mr. Henry Dishroom, Model Cities Director, and I met with the HEW task force in Washington, D. C. for further review of our pro- posed Services Integration Program. We had requested $100,000 for the first year primarily to reach out to the other agencies in the Richmond area; such as schools, law enforcement, and community organizations. We also wanted to further develop our Service Delivery Management System for interagency use. A few days ago, we were asked by HEW to consider CCC as a pretest area for the Allied Services Act of. 1972.. This act is probably the most important legislation regarding human service programs for states and counties since the first federal service programs were adopted. For the first time, there is federal recognition that the proliferation of agencies and programs (over 250 in HEW alone) makes local coordination and integration virtually impossible. President Nixon referred to the importance of this act in his State of the Union Message when he said the Act was "to put the machinery of government in proper working order . . . to reform and rationalize the way in which social services are delivered to families and individuals. It would strengthen state and local planning and administrative capacities, allow for the transfer of Board of Supervisors -3- April 10, 1972 funds among various HEW programs, and permit the waiver of certain cum- bersome federal requirements. By streamlining and simplifying the de- livery of services, it would help more people move more rapidly from public dependency toward the dignity of being self-sufficient." A summary of the Act is attached. This recognizes the following: I. All people and families have problems in living--money, jobs, health, family tension, school problems, anti-sociai behavior, and other problems. Not all problems require community or agency intervention. 2. When the problems require help, there should be an organized and integrated agency and community approach. The problem soly- Ing services should be focused on the current problem and provide concrete, realistic, and "tangible services toward achieving a specific objective or change. 3. A comprehensive diagnosis of the problems must be made in order to systematically determine which agencies and staff are needed to resolve or modify the problem. We all know that often a prob- lem of one member of the family affects the entire family. Thus, the fact that the father is out of work could affect the stability of his marriage, how the children function in school and in the community, and result in complex problems of marital and school maladjustment or delinquency which require community intervention. 4. By identifying the problem and what is required to modify or solve it, we can establish better measurements of accountability. We will then be better prepared to know the extent of these problems and how best to organize our community resources most effectively and efficiently to resolve them. (Note attached data sheet. ) The Allied Services Act, we believe, would greatly enhance the efforts toward these goals already started in CCC. We are requesting approval to expand the original Service Integration Plan into a pretest of the Allied Services Act. The pretest would allow us to use the provisions of the act prior to enactment. For example: The secretary of HEW can waive some existing technical and ad- ministrative regulations, such as the State Wideness Rule. -Provision is made to shift up to 20 percent of federal funds between programs to achieve a coor- dinated human service system. The Secretary has the authority to underwrite the cost of the service delivery planning effort. It -allows us to request an implementation grant. It would also allow for a centralization of services administration and management on a scale not now possible. This would then offer the means for assessing the impact of structured and coordinated health and social services for the prevention or control of de- pendency, physical disability, and the progressive breakdown or deterioration of the family or individual. r't, Board of Supervis 4 'z� w Apri(` 10 1972k y _ �x qy yN.� fi{. Our present plans are to meet .further with federal staff `on At '13 +d continue the planning, needed for- Al r CCC to enter i06,:such a;pre'test of the " A 11:l ed Services `Act.. t� REF/nf Attachment y i 23 x n f%( i; - z � yt y J k Yt`§ N f'># G�� •f -t J `* t 1�"+T-. .� °" 3.' v 3 sky-•may lily�,AY S•i m � �,. 'L 3 .y ✓n "r t ��`�`y ai"h,+�'�"' �i-.�4' •�,?..� S-#"i..4 t ,. -. 'fi f >�' rn, ', � +Y',;k - •a r :, y �—,.. asfr'r.�. x."'w " 'ti,.:`''�y"E =4"' ��",w ..teN .• *�+�'i 4�'r.+�', ' RICHMOND MODEL C*ES PROGRAM February 8, 1972 SERVICES INTEGRATION PROGRAM PROPOSAL INTRODUCTION: What is Services Integration? "Services Integration" is a new term which refers basically to the coordinated delivery and organization of human services . The concept of services integration is not new, nor is the problem it addresses. The fact that the individual person, family, or community typically has many interrelated problems, but th.: services set up to address these problems are often fragmented, unrelated, and therefore in- efficient and less satisfactory than they could be. The concept of "services integration" is currently a very live issue within HEW, as well as on the lozal level, in County , City, and Model Cities Programs. . "Services integration" means different things to different people-- there is no one agreed-upon definition. Among its various definitions are the following: - --the organizing of services comprehensively around the needs of the individual family , or community, rather than organization according to function. --a coordinated service delivery system which can provide all those services needed by a given client or community. --an approach to delivery of services which treats the individual as a whole being, not as a person with separate problems which can be treated in isolation from one another. --an interagency network of services . --the integration of services at the local level for the purpose of maximizing their actual •benefits to people. --the process of combining or relating different services across agency and program lines . Services integration is being actively applied in various ways in Richmond at this time, through the efforts of both the County government and Richmond Model Cities . In Richmond, "services integration" can be understood to include all of the various definitions given above , in one way or other. is DESCRIPTION OF A SERVICES INTEGRATION PROGRAM PROPOSAL FOR RICHMOND I. PURPOSE To iinprove the overall quality, effectiveness , and responsive- ness of human services delivery to residents of the Richmond • 'Model Neighborhood , through the implementation of the services integration approach in a variety of ways . "Human serviceE " will include the full range of social services (medical , social welfare, mental health , public health) plus other services affecting the total well-being of people (education, employment, housing, recreation, crime and delinquency prevention) . II. CONTENT Richmond's Services Integration Program consists of the planning design and phased implementation of a network-of-services approach in the providing of human and social services in the MNA. Existing agencies involved are : the reorganized County Social Service Department, which includes the County public health , medical and mental health services , and social services departments ; other County departments (Probation, Housing Authority) ; various City departments ; School District ; Model Cities ; and local organizations and non-profit agencies . The first year will consist mainly of the study , planning and negotiation of various components of an integrated service de- livery system, including the design and development of data collection and case recording systems to support the network of services and help it to work. Subsequent years in the program will consist of further implementation ,of pieces in the delivery system, with continual monitoring and evaluation of these portions of the delivery system already implemented. The program is basically a large-scale phased effort in the reorganization of social services among a number of public and private agencies and community groups. Other components in the , program include: intensive citizen participation in planning and implementation of the program; development of resident employment in the income maintenance as well as service delivery components ; career training of residents ; establishment of neighborhood centers in the MNA to contain a number of integrated social services , and to test the effectiveness of neighborhood centers for integrated services delivery. III. OBJECTIVES Overall Objective: To implement and test various methods of combining and in- tegrating human services in Richmond's MNA, through an inter- agency network of programs which involve community residents i ' 4 and public and private agencies, over the next few years . Immediate (First Year) Objectives : 1. The collection,. compilation and evaluation of relevant social problem data to define the major efforts to be undertaken I,vrr.,.s J+rertswMLlc P,Jc�rA�i 9vft�s yf+r2 ��J`�` ` 2. The development of a case assessment system to (a) identify the specific problems of individuals and families and (b) determine which components of the. service delivery system should be applied in each case. 3. The development of a services integration planning and implementation process which insures (a) viable resident participation at each stage in the planning and program implementation, (b) maximum resident employment and career development opportunities built into each program component. 4. Refinement of a case recording and data collection system to record the types of service provided and measure their effectiveness in terms of improved individual well-being. 5. Development of a system which, using the data referred to above, would continually assess the needs in the community, the resources available, and indicate how and which services should be developed or removed in the service area. IV. BENEFICIARIES The entire Richmond Model Neighborhood Area population of 18,510*, and in particular those MNA residents that are depen- dent on a number of public social services for their family 's well-being. " V. OPERATING AGENCY AND COORDINATION The Contra Costa County Social Service Department is the principal operating agency for the Richmond services integration program. Several other local service agencies and community organizations will be operational participants in various pieces of the integrated network of services to be developed in Richmond. VI. TIMETABLE Efforts to develop human and social services integration in Richmond and in Contra Costa County have been underway over the past six years . A brief record of the highlights up to the present day and of the anticipated timetable, are as follows : *U.S. 1970 Census , First Count it 1965 - Contra Costa County health and welfare agencies begin developing methods of delivering a compre- hensive range of human services . 1966 - Rodeo Community Service Center opened -- first concrete test of services integration. 1968- Richmond Model Cities Program established. County Inter-Agency Committee set up and systematic develop- ment of integrated services for 14NA residents begun. County Social Service Dept. assigns full-time planner to Model Cities staff. . 1969-71 Three (3) joint Model Cities-County Social Service ' Dept. projects implemented: Child Care Development, Health Planning (Program Development) team, Health Care Outreach. 'Eight (8) other projects developed and implemented with Social Service .Dept. ' participation. 1971 - Proposal for "Interagency Neighborhood Canters" ` in Richmond submitted by Program Planning and Development Section of County Social Service Dept. to departmental Director. Plans , prepared for construction of lst , interagency service center (at 14th and Macdonald) . Nov. 19-71 - Reorganization of County Departments of Public Health, Medical and Mental Health Services , and SocialServices, ; into a single Social Service _Department, by County Board of Supervisors. i .J VTI. MONITORING AND EVALUATION Ongoing monitoring and evaluation of models of services inte- gration implemented to date (Rodeo Community Center, health Care Outreach in Richmond, Brentwood Health Facility) has been • conducted by the County Social Service Department. Plans for services integration in Richmond include, specifically : 1. The collection, compilation and evaluation of relevant social data to assist in defining major efforts to be undertaken. 2. The refinement of a case recording and data collection system to record the types of service provided and measure their effectiveness in terms of- improved individual well-being. 3. The development of a system to use the data (referred to above) to continually assess the needs in the community , the resources available , and indicate how and which services should be developed, expanded, or removed in the service area. -Model Cities Program monitoring and evaluation staff units will participate in the assessment of services integration in Richmond, at each step of its implementation. VIII. CITIZEN PARTICIPATION Viable, effective resident participation in the planning and implementation of each Model Cities project to date of a "services integration" nature has been insured, both through the program committees (Social Services , Health, Crime and Delinquency, Housing, etc. ) and through individual project committees (e. g. , Child Care Advisory Committee) . Citizen committees will review plans and designs for each interagency neighborhood center, and proposals for any other components in the services integration program for Richmond. Citizens will take part in ongoing monitoring and evaluation of all program components once they are implemented. IX. RESIDENT EMPLOYMENT Development of para-professional , professional, and service employment positions •designed expressly for NNA residents is an integral part of the services integration program plans for Richmond. The mechanism for insuring maximum resident employment is the HUD CDA Letter ull, the Model Cities Resident Employment and Training Plan, and the CDA administrative staff i procedures to insure implementation of this plan. r - : f. X. FUND?NG* � . k Financial assistance needed immediately for design and develop- ment of a complex, sophisticated service delivery- system for Richmond, is being sought from the Federal Department of Health, Education and Welfare (HEW) . A rough estimate of cost is $100,000. for the first year-. Funding for components of the-, services integration program in . Richmond is variable, and.-Will 'include: HEW ``(principally) , DOL, HUD, Model Cities ;Funds, Dept. of Justice' , 'State, . County, ; City, OEO, EDA, and privatesources . • *(For further specific information on funding sources. for Richmond's services integration program, see "Ongoing Services in Richmond" a four-page attachment to letter to Mr.. Harry Kennedy from R.E. Jornlin�= and Henry Dishroom, dated Nov. 10, 1971) . . a , 1.• SEiiY 1 Cr.S l i�(TCri /1T f?-1 Prf�� m Arr-PoSA _. :_. L - •.ins L�LMG . •. .. fabruArY•9 � :.137 :. : r1 ! Project (.I:'r.�nths) . . S. 1!..0Jj: Casa Psso:sr.-nt.Ana 1vst (12 months) i..R>;�J0`::: Jov P'n3lwst (:i znthS) '•_:M0 Pro.ram raci l mas Sperici lst. (12 mint::-0 Ccmunity i articiaaticn Organizer t:12:c otsis). , i` w .. .. .. JtCilo rte. i ll!'Sr .(I2. ..'� !ti_,) • rrin m trinel I ts..L, 15 9 52 Tota 1 :'car•--ohne 1 I urn i turn wid, i P, ;a at i ' lfficz 'nort (rant, •uti I itIns, zsipI FPO . . Trev=i 7d. 2.� v- max: cn�a and tre- 0.:r arc:=ra~ .. � psi-in ar.0 r:=act►ir ti;..: :::T/L: t�:;,-25 ..._.^_:'n'''.''rr�.':A�`ti£1.r.?,+e_'�•°,X..�i.',-.+.. �a--.cl .._,...M._,=A,•''r•...;.,•.�.-..�.�,p THE ALLIED SERVICES ACT OF 1972 The Allied Services Act of 1972 is designed, as President Nixon said in• his State of the Union Message, "to put. the machinery of government in proper working order. . .to reform and rationalize the way in which social services are delivered to families and individuals . It would strengthen State and local planning and. administrative capacities , allow for the transfer of funds among various HEW programs, and permit the :waiver of certain cumbersome Federal requirements . By stream- lining 'and simplifying the delivery of services, it would help more people move more rapidly from public dependency toward the dignity of being self-sufficient. " THE PROBLEM The primary target of the Allied Services Act is the fragmented service delivery "non-systems" spawned by an ever-proliferating array of Federal categorical programs. The Department of HEW has nurtured this morass by creating more than 250 categorical programs which have resulted in the establishment of separate State and local special purpose institutions to administer these programs. The lack of coordination and consolidation has led to great inefficiency in the utilization of human and monetary resources. But more importantly.. ' the fragmented social services network has frustrated the bewildered recipients and has 'not effectively assisted them in receiving needed services. To highlight this problem, a typical welfare mother must deal with the county welfare office for income support payments, the local education system for basic education to overcome illiteracy, the State-run employ- ment service for job training and placement, and the local social services agency for day care for her children. When health care is added to the list, the complexities multiply. No single agent is responsible for analyzing the welfare mother' s problems and ensuring that she successfully navigates her way through the labrinthine . system. It is a fact that 8S% to 90% of HEW's clients have more than one service need--and each faces endless rounds of service agencies in search of the programs designed for him. The person least able to put it together, the client, is the only one who is charged iiith this awesome task. The delivery of HEW' s services not only is unresponsive . to the multiple needs of its clients , but also is unresponsive to the political systems responsible for and accountable to these citizens. HEW accounts for Goa of all Federal funds given to the nation' s cities while the next largest contributing agency, HUD accounts for only 150 of Federal funds flowing into cities. Yet despite this significant transfer of human services resources to States and cities, Governors and Mayors have little or no role in the allocation and delivery of the services resources coming into their jurisdiction. Their efforts at consolidation are frustrated by red tape. Many provider agencies give up any attempt to provide comprehensive services and simply administer the programs separately regardless of the inefficiencies, dup- lication, and waste they know results . PROPOSED STRATEGY The Allied Services Act of 1972 speaks directly to these problems. The creation of several new authorities under this act would include planning . and administrative grant authority to cover the start-up costs for those States and localities wanting to implement the new authorities. These authorities would encourage States and localities to coordinate the provision of human services to individuals and families to assist them in attaining the greatest degree of personal independence and economic self-sufficiency that may be feasible. The major service reform features of the proposed Allied Services Act of 1972 currently being drafted provide the following: • The Secretary of Health, Education, and Welfare has the authority to underwrite the costs of comprehensive service delivery planning for States and communities which want to coordinate their service efforts . . After consultation with public and private service agencies, local agencies would be designated by the Governor to develop a plan. This agency could be a unit of general purpose local government or a public or non-profit private agency which could develop and implement a broad range of human services. • Once the comprehensive, coordinated plan is approved by the Governor and HEW, States and localities may shift some Federal funds between programs to fit the needs as determined locally. This transfer authority could involve as much as 20 percent of Federal assistance for programs included in the plan. Such pans would reflect the overall needs of the person seeking help, rather than splitting his needs along the artificial lines of the existing fragmented delivery system. . Approval of the plan would also make the States eligible to compete for implementation grants. These grants would be used to meet the administrative costs of coordination; they would not be used to provide additional services or to meet the non-Federal share of Federally-assisted programs. • Authorize. the HEW Secretary to waive technical or administrative requirements--such as statewideness provisions--that have been certified by the State or locality as impeding the allied services plan . The ability to establish coterminous service area boundaries would be provided. i! Each plan would include the coordination of core services consisting of s' programs paid for out of Titles I, IV A, IV B, X, XIV, and XVI of the Social Security Act, -with at least three additional human services programs,' These additional human services programs could be chosen from the broad spectrum of categorical areas such as . day careandchild develop ment,* vocational rehabilitation, educational programming programs _ for the aging or health delivery services The Allied Services Act envisions the reform of service delivery by getting States, and communities directly involved in humanservicesplanning:. It. will also provide a mechanism for greater efficiency by enabling the centralization of services administration and management on a scale not now possible. Such plans would include consumer involvement in the development and imple.- mentation of the integrated services plan and a -single ,local 'agency responsible for program' implementation, . and` thus more directly. accountable. to the client. , Participation in this program is voluntary, and the choice belongs to the person ultimately responsible for the program .under State and local law. 11, I FOR 11A 1 1tJ+ ,.Jil•U C I CAS--' 17U:(iii.i{(.S) ADD. "�S (:T yS. XdIC:; 111:,'.;1; zte ser_uicc CasF-At: n 1'Ita7r_-/J-"C. toW C 47 . PROBL2•i ID 9'CI1'ICATI01�!(Circle Plumber) CASE STATUS THIS FOR1.1: (Circle One) 1. Employment C;44- 2. Health tom--.Initial Assessment/Contrac 3. Mental retardation 1. Standard Serv. Request 4. Mental Illness 2. Limited / 1 5. Dys{u��hnnaa Com,40-:hy a�°s ""'I- 3. Inactive 6. Managing of Finances 4 Brief wrA9>pra15al OhN 7.. . Housing (progress evaluation) Serv. Referr 8• Legal 5. New Contract 9. Marital (� . Standard 10. Neglect,Abuse,Exploitation- /7 . Limited Children S Inactive Assigned Sl•1 11.. Neglect,Abuse,Exploitation-P.dults P?,. Contract Extended 12. Child Rearing <-_.1) 'S 5 0AJ 13. Individual Adjustment-Children i O. Ca;� Ciortd 14. Individual Adjustment-Adult ( t: -Ease r3i,r P�rire_d Co;�pleted - �✓o SE�I/iCE-�7lSo,�/�Grcle One) SEI3VICF.S TO BE PROVIDED (Circle Number) 1. Unavailable/Community FAMILIES & CHILDRr't3 2. CL/Refused 3• CL/Resist. /A D•ae 1. Protective Services C) R ' 2. PS Homemaker {F) 4. Provided - Other Agency Reg.- 3 Mos. 5. Ineligible/Service 3. PS 0/H Care (Fa C•)• 6. Staff Shortage Less/ 3 Mos. 4. PS Child Care (FdC) PS Mone Management �F) 7• do Serv'�ce l�eqqVrred . 5• Y g 16 uect 6. PS Legal (F) RFAASONS FOR TERMINATION (C' rcl Inactiie 7. Child Care (no PSJT1V,H1•IKR,LIC)-(FaC) 1. 8ri&F �rvl,_e (Aplekd �nel 8. CC ;;DJ (FaC) 2_ Contract Completed 9. CC Homemaker (F'4C% 3, CL/Deceased 10. CC Licensing (NcsAes ) 4. CL/Moved/Unable Locate R/A Compl. 'll. 0/H Care (no PS)- CF4C) 3- CL/Transferred 12. 0/H Licensing b-kfhi1,) t,. Inactive Status 13. Homemaker (no Child Care ,PS)- LF) 7, SW/CL Agreed/Incompl. 14. Health Care (incl. Mental Health)-(rsC Contract Terrain. 15; Family Planning (PC) SW Terminated- _ 16. Emplo.Zment & Rehabilitation - WIN(�C) q. Incl,g• Con4ir1J�n7vierwCe 17. Employment & Rehabilitation-VSD/ETS(� p � � ,_� . �ct-vrCr hpprats. pm.p CAST; TYPE 18. Housing (P) 7 1-1 . Cl_--F' � ,E� 1�efec�ed . fmtn (Circle_ One) 19. Legal (no PS) -}LF' SERV(CG COALS Ct21c "e)___ OWL-y Adoption C P"- C 1. Dependent Care SE�u(CC y 21. Services to Strep then,etc. _ g 2. Alternative Care (,Forme.- a�okn�ial (excl. MH, Family Planning) - (F) ` 22. SS Child Support 3. Self Care4. Self Support Z. Non-a.�d r 23. SS Money Management (7►c� PS)- (►') 5• 1Jo� It,h+�d 24. Information & Referral - Other(Fd C ) ADULT EVALUATION - SERVICE GOALS (Circle One) 40. Protective Services ? '41. PS Homemaker 1. Achieved Gcaf 7. - 42. PS 0/H Care 2. 5c rra 1 m pfa v e t+,e..,f 43. PS Health Care 3. do Ch9e --- 44. PS Legal �{. 17e tui c r2fion J;SEP_L;,GC Rec_Etu'cp 45• PS Money Management TICKLII; 1,L; ON L. Adult 1. 46. 0/H Care (no PS, Licensing) Family 2. 47. 0/H Care-Licensing ( E rti,,A5) ? 48. Homemaker,Attendant Care(no PS) Children3• 49. He.rlth Care(ro PS.Includc 1•lent.111th) 50. Employment & Rehabilitiation-VIII 51. Employment & Rehabilitiation-VSD/..TS Neuf NceA for :CAZm5cs t� Birthdate Of 52. housing (no PS) E 53• Legal (no PS) I,e1,�,1,� st�u� � be Service Name 54. Chores -;z-"'S"ti'Pc l L� 55. Chores-Attendant Care-Domestic 4, ao 4 56. Enable Ar-,ed Mental flonnital Patientzk needed POCDNI C't 43 S7. Service-s to Strcns.then,este.(i;o 11t1) C ram eY `? � � Manngement. (no P.',):ce�1-5tU t� � 58. SS 1'10.._,, �!� r -. 1 ALLIED SERVICES ACT OF :2972 ,REEL`S PQSZmZo�*� 1972=1976 STORED: HOC ,,,-