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HomeMy WebLinkAboutMINUTES - 11081994 - 2.4 TO: BOARD OF SUPERVISORS _ � FROM: MarkFinucane, Health Services Director ` Contra t �`ra L_By: . _c Eliza�)sth A. Spooner, Contracts Administrator Costa DATE: October 27, 1994 County SUBJECT: Approval of Standard Agreement #29-488 (State #NNA07-94) with the State Department of Alcohol and Drug Programs SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION I. RECOMMENDED ACTION: Approve and authorize the Health Services Director or his designee (Chuck Deutschman) to execute on behalf of the County, Standard Agreement #29-488 (State #NNA07-94) with the State Department of Alcohol and Drug Programs, for the 3-year period from July 11 1994 through June 30, 1997, with a Fiscal Year 1994-95 payment limit of $5,547,856, to fund a portion of the County's Community Substance Abuse services. II. FINANCIAL IMPACT: This State Net Negotiated Amount (NNA) Agreement represents a fundamental change in the way that the State transmits funding to counties for alcohol and drug abuse services; the funding amounts are basically the same as last fiscal year. The Agreement covers only the Federal Substance Abuse Prevention and Treatment (SAPT) Block Grant, Federal Drug Free Schools and Community (DFSC) Funds, State- funded Parolee Services Projects, and State-funded Perinatal Treatment Expansion Projects (PTEP) , and Fiscal Year 1994-95 funding for these Programs is allocated as follows: CONTRACT REQUIRED FUNDING COUNTY AMOUNTS MATCH Federal SAPT B1ock ;Grant $ 4,758,361 $ -0- Federal DFSC Funds ' 176,901 -0- State Parolee Services Funds 379,535 -0- State Perinatal Treatment Funds 233,059 25,895 FY 1994-95 FUNDING..TOTAL $ 5,547,856 $ 25,895 COMBINED EXPENDITURE TOTAL $5,573,751 Funding amounts for future fiscal years under this Agreement are estimated to be $5,491,989 for Fiscal Year 1995-96, and $5,436,589 for Fiscal Year 1996-97. CONTINUED ON ATTACHMENT: X YES SIGNATURE: RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMME ATI N OF BOARD COMMITTEE -� APPROVE OTHER SIGNATURE(S) Q ACTION OF BOARD ON ��� :� O 1 fly- APPROVED AS RECOMMENDED OTHER VOTE OF SUPERVISORS UNANIMOUS (ABSENT 2jiP ) I HEREBY CERTIFY THAT THIS IS A TRUE AYES: NOES:,: AND CORRECT COPY OF AN ACTION TAKEN ABSENT: ABSTAIN: AND ENTERED ON THE MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. Contact: Chuck Deutschman (313-6350) CC: Health Services (Contracts) ATTESTED ��� Auditor-Controller (Claims) Phil Batchelor,Batchelor, Clerk�e Board ofBoard of State Department of Alcohol and SupejvWi34PdCW1 VAdMWL,&aW Drug Programs M382/7•83 BY �� DEPUTY Standard Agreement #29-488 Board 'Order ' , Page 2 All other funding from the State Department of Alcohol and Drug Programs will come to the County through other State contracts or funding mechanisms, e.g. , State funding for general substance abuse services, vocational rehabilitation, school- community primary prevention programs, Drug Medi-Cal, and Perinatal Medi-Cal services. III. REASONS FOR RECOMMENDATIONS/BACKGROUND: . Beginning with Fiscal Year 1994-95, the State has developed a three-year contract to replace its requitement for counties to prepare a comprehensive annual substance abuse services plan: and its issuance of an all-inclusive allocation letter which provided funding for the substance abuse services described in the plan. This three-year NNA Contract obligates the County to provide a specified "dedicated capacity" or amount -of service in exchange for funding. The dedicated capacity is expressed in terms of providing a certain minimum number of service units, such as available staff hours, available treatment days, and available bed days for specified support services, primary and secondary prevention services, outpatient aftercare treatment ,services, daycare habilitative treatment services, residential treatment services, and ancillary services, such as case management. Furthermore, the Contract contains provisions which will allow the County to retain and redirect unspent State and Federal funds for use from one fiscal year to the next for the delivery of substance abuse services. Three (3) copies of the certified/sealed Board Order should be returned to the Health Services Contracts and Grants Unit for submission to the State. STA F CALIFOgNUk ST fWARD AGREEMENT— APPROVED BY THE' CONTRACTNUMBER AM.NO. ATTORNEY GENERAL sTD.x(REv.s t+,) , NNA07-94 • TAXPAYERS FEDERAL EMPLOYER IDENTIFICATION NUMBER THIS AGREEMENT,made and entered into this 1st day of July '1994 94-6000509 in the State of California,by and between State of California,through its duly elected or appointed,qualified and acting TITLE OF OFFICER ACTING FOR STATE AGENCY DEPUTY DIRECTOR, DIV. OF ADMIN. ALCOHOL AND DRUG PROGRAMS „here-aft"called the State,and CONTRACTOR'S NAME COUNTY OF CONTRA COSTA 2 ✓ — 4 ' 's , +. ,hereafter called the Contractor. I WITNESSETH: That the Contractor for and in consideration of the covenants,conditions,agreements,and'stipulations of the State hereinafter expressed, does hereby agree to furnish to the State services and materials as follows: (Set forth service to be rendered by Contractor,amount to be paid Contractor, time for performance or completion,and attach plans and specifications,if any.) 1 Whereas, the Department of Alcohol and Drug Programs, (hereinafter referred to as the State) administers Division 10.5 of the Health and Safety Code commencing with Section 11750, et seq., which provides for the rendering of alcohol and/or drug services throughout California; and Whereas, such agreements are authorized and provided for by the provision of Chapter 3, Division 10.5 of the Health and Safety Code, commencing with Section 11758.10. Therefore, the State and the County do hereby enter into the following agreement in an amount not to exceed $16,476,434 for the three-year multi-year contract period as detailed in Exhibit Al, Fiscal Allocation Detail . 19 CONTINUED ON SHEETS,EACH BEARING NAME OF CONTRACTOR AND CONTRACT NUMBER. The provisions on the reverse side hereof constitute a part of this agreement. IN WITNESS WHEREOF,this agreement has been executed by the parties hereto,upon the date first above written. STATE OF CALIFORNIA CONTRACTOR AGENCY CONTRACTOR(ll other than an endwdua(stats whapPer a corporation,pertnershp.etc.) DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS COUNTY OF CONT COSTA \(AUTHORI �NVRE) BY AIrTH D SIC>�1TUF(E) DRINTED AME OF PERSON SIGNING P INTED NAME AND TITLE O ERSON SIGNING Ric and Frantz Chuck Deutsctman, S. A. Division Director TITLE ADDRESS Deputy Director Division of Administration 597--enter Avenue, jSuite 320, Martinez, CA 94553 , MOUNT ENCUMBERED BY THIS PROGRAM/CATEGORY(CODE AND TITLE) FUND TITLE Department of General Services )OCUMENT Local Assistance Gen/Fed use only Q `P (OPTIONAL USE) IS CONTRACT NT ENCUMBERED FOR "HIS CONTRACT Negotiated Net Amount Contract 'H � PoLtcY euo�rT $ -0- (TEM 4200-001-001 CHAPTER STATUTE FISCAL YEAR De mint of General Services fO,DTALAMOUNT ENCUMBERED TO 4200-101-890/-102-0011 139 1994 94/95 APPROVED )ATE OBJECT OF EXPENDITURE(CODE AND TITLE) $ 5,547,856.00 See Exhibit Al Fiscal Allocation Detail DEC 12 1994 I hereby certify upon my own personal knowledge that budgeted funds T.B.A.NO. B.R.NO. are available for the period andp tposa of the expenditure ata ed above. HGNATURE OF ACCOUNTING OFFICy, DAA B 4 "'t.chief Gamer CONTRACTOR STATE AGENCY D DEPT.OF GEN.SER. CONTROLLER 1 ARTICLE I: FORMATION 2 3 8. Authority 4 5 The State Department of Alcohol and Drug Programs, hereinafter 6 called the State, and the identified county, hereinafter 7 called the County, enter into this contract by authority of 8 Chapter 3 , Part 1, Division 10.5- of the Health and Safety Code 9 and with approval of the County Board of Supervisors or 10 designee for the purpose of providing alcohol and drug 11 services, which will be reimbursed through a negotiated net 12 amount. The parties identified are the only parties to the 13 contract and are exclusive of any third party beneficiaries. 14 15 9. Control Requirements 16 17 a. Performance under the contract is subject to all 18 applicable federal and state laws, regulations, and 19 standards. In accepting the State drug and alcohol 20 combined program allocation pursuant to Health and Safety 21 Code section 11757 (a) and (b) , the County shall establish 22 accounting procedures consistent with the following 23 statutory requirements, and shall be held accountable for 24 audit exceptions taken by the State against the County 25 and its contract providers for failure to comply with 26 federal expenditure requirements: 27 28 (1) Health and Safety Code, Division 10.5; 29 30 (2) Title 9, California Code of Regulations, Division 31 4 ; 32 33 (3) Government Code,- Article 1.7, Federal Block Grants, 34 Chapter 2, Part 2, Division 4, Title 2, commencing 35 at Section 16366.1; 36 37 (4) Government Code, Article 7, Federally Mandated 38 Audits of Block Grant Funds Allocated to Local 39 Agencies, Chapter 1, Part 1, Division 2, Title 5, 40 commencing at Section 53130; 41 42 (5) 42 USC, Section 300x-5; Reports and Audits for 43 Block Grants; 44 45 (6) Block Grant [Public Law 102-321 (42 USC commencing 46 at Section 101) ] ; and, 47 48 (7) Single Audit Act of 1984 (Public Law 98-502) and 49 corresponding circular, OMB Circular A-128 and A- 50 133 . 51 52 2 1 The County is to be familiar with laws and regulations 2 and assures that the County's contractors will also be 3 familiar with such laws. 4 5 b. The provisions of this contract are not intended to 6 abrogate any provisions of law or regulation, or any 7 standards existing or enacted during the term of this 8 contract. 9 10 C. Exhibit B1 contains the minimal provisions which are to 11 be adhered to by the County in the expenditure of the 12 Substance Abuse Prevention and Treatment Block Grant 13 funds. Exhibit B1 Substance Abuse Block Grant 14 Requirements are attached hereto and incorporated by 15 reference. 16 17 d. This contract is subject to any additional restrictions, 18 limitations or conditions enacted by the federal or state 19 government which affect the provisions, terms, or funding 20 of this contract in any manner. 21 22 e. Exhibits Cl, C2, C3 , C4, C5, and C6 contain additional 23 miscellaneous requirements which shall be adhered to by 24 those counties that receive the types of funds referenced 25 in the exhibits. Exhibit C1, School Community Primary 26 Prevention; C2, Drug Free Schools and Communities; C3, 27 Driving Under the Influence; C4 , Perinatal Services 28 Network Requirements; C5, Department of Corrections 29 Services; and C6, Friday Night Live and Club Live are 30 attached and incorporated by reference as additional 31 requirements which attach to the identified program. 32 33 10. Term of Contract 34 35 The term ofthis contract shall be from July 1, 1994 through 36 June 30, 1997. 37 38 11. Contract Negotiation 39 40 Contract negotiations shall be conducted between the County 41 and the State through their authorized representative(s) each 42 year of the multi-year contract period. Negotiations may be 43 conducted at State headquarters at 1700 K Street, Sacramento, 44 once during the multi-year contract period. In the 45 alternative, negotiations shall be conducted by 46 correspondence. However, in the event the County and the 47 State, through their authorized representative(s) , cannot 48 resolve issues of disagreement by correspondence, the State 49 reserves the right to require the attendance of the County- 50 authorized representatives) at State headquarters for the 51 limited purpose of resolving issues of disagreement. 3 1 Any failure by the State-or the County-authorized 2 representative(s) to ' attend any scheduled headquarters 3 negotiation at the scheduled time will constitute a- delay by 4 the State or the County, respectively, pursuant to Health and 5 Safety Code section 11758.12 (b) (2) . 6 7 12. Contract Amendments 8 9 Both the County and the State may agree to amend or 10 renegotiate the net amount contract at any time. Contract 11 amendments will be required to change encumbered amounts for 12 each year of the multi-year contract period. 13 14 13 . Thirty Day Termination 15 16 This contract may be terminated at any time by either party by 17 giving thirty (30) days written notice to the other party. 18 19 ARTICLE II: DEFINITIONS 20 21 14 . The words and terms of this contract are intended to have 22 their usual meanings unless a particular or more limited 23 meaning is associated with their usage pursuant to Health and 24 Safety Code section 11750 et seq. , and Title 9, California 25 Code of Regulations, section 9000 et seq. 26 27 a. "Available Capacity" means the number of units of service 28 (bed days, hours, slots, etc. ) that a county actually 29 makes available in the current fiscal year. 30 31 b. "Dedicated Capacity" means the historically calculated 32 service modality and service capacity that is adjusted 33 for the projected expansion or reduction in services that 34 the counties agree to make available to provide drug and 35 alcohol services to persons otherwise eligible for county 36 services. 37 38 C. "Encumbered Amount" is that amount reflected on the 39 Standard Agreement and supported by Exhibit Al, the 40 Fiscal Allocation Detail, as the Negotiated Net Amount 41 less the required County match. 42 43 d. "Final Allocation" means the amount of .funds identified 44 in the last allocation letter.issued by the State for the 45 current fiscal year. 46 47 e. "Modality" means those necessary general activities 48 identified in Exhibits A2, A3, and A4 to provide 49 alcohol/drug prevention or treatment, or both, which 50 conform to the services available pursuant to Division 51 10.5 of the Health and Safety Code. 52 4 1 F. "Negotiated Net Amount" means the contracted amount ,for 2 services agreed to by the State and the County. The net 3 amount reflects only those funds allocated to the County 4 (e.g. State General Funds, Substance Abuse Block Grant 5 Funds, etc. ) and the required county match for State 6 General Funds as reflected in Exhibits A2, A3, and A4 the 7 Dedicated Capacity Reports. It does not include other 8 revenue budgeted by the County such as client fees or 9 county revenue in excess of the required match for State 10 General Funds. The cost per unit for the dedicated 11 capacity to be provided for each service modality 12 identified in the contract will be based on the net 13 amount of the contract. Exhibits A2 , A3 , and A4 will be 14 used as the negotiating documents and are deemed 15 incorporated by reference into this contract. 16 17 g. "Performance" means: 18 19 (1) Providing the dedicated capacity in accordance with 20 Exhibits A2, A3, and A4 ; and, 21 22 (2) abiding by the terms of the contract including all 23 applicable State and Federal statutes, regulations, 24 and standards in expending funds for the provision 25 of alcohol and drug services. 26 27 h. "Revenue" means income from sources other than the 28 Department of Alcohol and Drug Programs allocation and 29 the required county match. 30 31 i. "Service Element" is the specific activity performed 32 within the more general modality. A description of the 33 various service elements and service element codes will 34 be provided to the County by the State. 35 36 j . "Unit of Service" is defined below, by service 37 modalities: 38 39 SUPPORT' SERVICES: 40 41 Available staff hours. 42 43 PRIMARY AND SECONDARY PREVENTION ACTIVITIES: 44 45 Available staff hours. 46 47 NONRESIDENTIAL TREATMENT: 48 49 Available staff hours; 50 Available days (days x capacity) for Day Care 51 Habilitative only. 52 5 1 RESIDENTIAL TREATMENT: 2 3 Available bed days. 4 5 CHEMICALLY ASSISTED TREATMENT - METHADONE: 6 7 Slot days (slots x available days) for Methadone 8 Maintenance and Detoxification; 9 Available bed days for Inpatient Methadone 10 Detoxification. 11 12 CHEMICALLY ASSISTED TREATMENT - NON METHADONE: 13 14 Slot days (slots x available days) for Maintenance 15 and Detoxification; 16 Available bed days for Inpatient Detoxification. 17 18 ANCILLARY SERVICES: 19 20 Available staff hours. 21 22 DRIVING UNDER THE INFLUENCE PROGRAM: 23 24 Clients served. 25 26 k. "Utilization" means the total actual units of service 27 provided. 28 29 30 ARTICLE III: FISCAL PROVISIONS 31 32 33 15. Funding Authorization 34 35 a. This contract is valid and enforceable subject to 36 sufficient funds being made available to the State by the 37 United States Government for the period of time covered 38 by this contract as stated in Article I, Section 10, and 39 subject to authorization and appropriation of sufficient 40 funds pursuant to the State's Budget Act. 41 42 b. In the event the United States Government and/or the 43 State Government do not authorize and appropriate 44 sufficient funds for the State to allocate amounts 45 pursuant to the Payment Provisions of the contract, it is 46 mutually agreed that: 47 48 (1) The contract shall be amended to reflect any 49 reduction in the Payment Provisions and the 50 Performance Provisions. 51 52 6 y 1 (2) Notwithstanding Article I, Section 13, the State 2 has the option to void the contract. To the extent 3 there is insufficient money for the contract to be 4 considered valid and enforceable pursuant to 5 subdivision (a) , the contract will end immediately. 6 7 c. The participating county shall bear the financial risk in 8 providing any alcohol or drug service, or both, to the 9 population described and enumerated in the contract 10 within the net amount. 11 12 d. This contract shall not preclude the county from 13 subcontracting to purchase all or part of the delivery of 14 alcohol or drug services, or both, from noncounty 15 providers. 16 17 16. Payment Provisions 18 19 a. The Negotiated Net Amount shall be based upon the . 20 projected cost of services less the projected revenues. 21 The projected cost of services shall be based upon 22 historical cost and actual cost data provided to the 23 State by the County.: _ 24 25 b. The total amount payable by the State to the County under 26 this contract for the period covered by Article I, 27 Section 10, shall not exceed the encumbered amount, by 28 fiscal year. The funds identified for the fiscal years 29 covered by this contract are subject to increase or 30 decrease dependent upon the availability of the 31 appropriations by the Legislature and the Federal 32 Government. The amount of funds available for 33 expenditure by the County shall be limited to the amount 34 identified in the final allocations issued by the State 35 for that fiscal year, or the negotiated amount to the 36 extent the negotiated amount is less than the final 37 allocation. Changes to encumbered funds will require an 38 amendment to the contract. 39 40 C. In the event a contract amendment is required pursuant to 41 Paragraph b. , above, the County shall submit to the State 42 any contract exhibits requested by the State to initiate 43 the contract amendment. Any such requested exhibits 44 shall be forwarded to the State by September 1, or sixty 45 (60) days after the State issues a statement of the 46 final allocation for the current fiscal year, whichever 47 is later. 48 49 50 51 52 7 ' 1 1 d: The State shall reimburse the County monthly in arrears 2 based upon the amount encumbered in the contract, or the 3 preliminary allocation, whichever is less. The monthly 4 payment shall be the amount of the contract less the 5 amount already reimbursed to the County divided by _the 6 number of months remaining in the contract period. 7 8 (1) Monthly disbursements to the participating 9 County at the beginning of the second and 10 third fiscal year of the contract shall be 11 based on the preliminary allocation of funds 12 by the State as detailed by fiscal year in 13 Exhibit Al, the Fiscal Allocation Detail, 14 which is incorporated by this reference. 15 Final allocations will reflect any increases 16 or reductions in the appropriations as enacted 17 with the Budget Act, and shall commence with 18 approval of the contract or contract 19 amendment. To the extent the amendment 20 encumbers an amount that is less than the 21 final allocation, disbursements will reflect 22 the lesser amount. 23 24 e. Monthly payments may be withheld for late submission of 25 reports required pursuant to Article VI. Upon receipt of 26 the report, the County's monthly payment shall commence 27 with the next scheduled monthly payment, and shall 28 include any funds withheld due to late submission of the 29 report. 30 31 f. Adjustments may be made to the total amount of the 32 contract and amounts may be withheld from payments made 33 pursuant to Paragraph d. , above, for nonperformance to 34 the extent that nonperformance involves fraud, abuse, or 35 failure to achieve contract objectives. 36 37 17. Accrual of Interest 38 39 Counties are not allowed to retain more than $100 in interest 40 earned on federal funds per year per Title 34, CFR, 80.21 (i) . 41 Interest earned in excess of this amount is to be returned to 42 the State. 43 44 18. Transfer of Money 45 46 Transfers of 10 percent or more of the contracted amount per 47 fiscal year between modalities, as identified in Exhibits A2, 48 A3, and A4 of the contract, will require an amendment to the 49 contract. Amendments are subject to County Board of 50 Supervisors or designee and Department of General Services 51 review and approval. Transfers of less than 10 percent of the 52 contracted amount per fiscal year are subject to prior 8 1 approval by the State when the transfer is between modalities 2 and subj ect to subsequent reporting by the County to the State 3 consistent with Article VI reporting requirements when the 4 transfer is between service elements. Determinants for prior 5 approval will include identification of the amount to be 6 transferred, the location of the transfer, the need for the 7 transfer, and the effect on the negotiated service delivery. 8 9 19. Audit 10 11 a. All expenditures of state and federal funds furnished to 12 the County and the County's contract providers pursuant 13 to this contract are subject to audit by the State. Such 14 audits ' shall consider and build upon audits already 15 performed pursuant to audit requirements of the Single 16 Audit Act of 1984 . Objectives of such audits may 17 include, but not be limited to, the following: 18 19 (1) To determine whether reported service utilization 20 is accurate; 21 22 (2) To validate data reported by the County for 23 prospective contract negotiations; 24 25 (3) To. provide technical assistance in establishing and 26 maintaining adequate accounting and internal 27 control systems; 28 29 (4) To determine the cost of services, net of related 30 patient and participant fees, third party payments, 31 and other related revenues and funds; 32 33 (5) To; determine that expenditures are made in 34 accordance with applicable state and federal laws 35 and regulation and contract requirements; 36 37 38 (6) To comply with OMB Circular A-133 requirements when 39 a •.contract provider fails to obtain the required 40 audit; 41 42 (7) To fulfill primary recipient responsibilities by 43 following up on non-compliance issues reported in 44 OMB Circular A-128 and A-133 audit reports; and, 45 46 (8) To determine facts in relation to analysis of data, 47 complaints, or allegations, which may be indicative 48 of fraud, abuse, or failure to achieve contract 49 objectives. 50 51 52 9 1 b.' Absent a finding of fraud, abuse, or failure to achieve 2 contract objectives, no restrictions shall be placed upon 3 a County's expenditure or retention of State General 4 Funds received pursuant to this chapter. 5 _ 6 7 C. The County shall require an audit of its contracts with 8 providers of services funded in whole or in part with 9 federal funds of $25,000 or more awarded through this 10 contract pursuant to the Single Audit Act of 1984. The it audit shall comply with the U.S. Office of Management 12 and Budget's Circular No. A-133 which applies to 13 nonprofit organizations, and A-128 which applies to local 14 government units. An audit of the funds awarded under 15 this contract shall be performed under the Comptroller 16 General of the United States' "Standards for Audit of 17 Governmental Organizations Programs, Activities, and 18 Functions. " A copy of the audits performed in accordance 19 with A-133 shall be submitted to the State Department of 20 Alcohol and Drug Programs no later than thirty (30) days 21 after completion of the audit report, or no later than 22 thirteen (13) months after the end of the provider's 23 fiscal year, whichever comes first. The County shall 24 require its providers to have a clause, in its contracts 25 with. audit firms, permitting access by the State to the 26 working papers of the external, independent auditor. The 27 work papers and the audit reports shall be retained for 28 a minimum of three years from the date of the audit 29 report, unless the auditor is notified in writing by the 30 State to extend the retention period. 31 32 33 d. Pursuant to OMB Circular A-128 and A-133, the Department 34 may impose sanctions against a county for not submitting 35 independent audit reports. The sanctions imposed will 36 include withholding a percentage of federal funds awarded 37 to the County until the audit is completed 38 satisfactorily. 39 40 e. This contract, and any subcontracts, shall be subject to 41 the examination and audit by the State Auditor General 42 for a period of three years from the date that final 43 payment is made pursuant to the contract (Gov. Code sec. 44 10532) . 45 46 (This does not preclude access to records by the State 47 Department of Alcohol and Drug Programs, the Controller 48 General of the United States or any of their authorized 49 representatives. ) 50 51 52 10 1 20. Revenue Collection 2 3 The County shall conform to revenue collection requirements at 4 Division 10:5 of the Health and Safety Code, sections 11841 5 and 11991. 5. , _ 6 7 21. County Match Reciuirements 8 9 The County shall comply with the following county match 10 requirements; pursuant to Health and Safety Code sections 11 11840, 11840. 1, and 11987.4: 12 13 a. Counties with populations over 100, 000: 14 15 (1) State General Fund allocations, if any, not used as 16 Drug/Medi-Cal match shall be funded on the basis of 17 90, percent State General Funds and 10 percent 18 County funds, except local hospital inpatient 19 costs, to the extent there are allocations made for 20 local hospital inpatient costs; 21 22 (2) State Hospital programs shall be funded on the 23 basis of 85 percent State General Funds and 15 24 percent County funds. 25 26 b. Counties with populations less than 100,000: 27 28 (1) State Hospital programs shall be funded on the 29 basis of 90 percent State General Funds and 10 30 percent County funds, to the extent that 31 allocations of State General Funds are made 32 available for State Hospital programs. 33 34 C. Drug Free Schools and Communities Act (DFSC) funds shall 35 be used to support Primary Drug Prevention Programs. 36 State General Funds, used to support the School-Community 37 Primary Prevention Program (SCPPP) , shall be funded with 38 90 percent State administered funds and 10 percent school 39 district or community organization funds. In the event 40 State General Funds are not provided for SCPPP, the 41 required match for SCPPP will not apply. 42 43 d. Perinatal Services Network counties with populations over 44 100, 000: 45 46 (1) State General Funds, if any, not used as Drug/Medi- 47 Cal match shall be funded on the basis of 90 48 percent State General Funds and 10 percent County 49 funds. 50 51 52 11 1 22'. Contract Cost Efficiencies 2 3 a. It is intended that the cost to the County in maintaining 4 the dedicated capacity and units of service shall be met 5by the total funding available for these services. _The 6 total funding shall be derived from negotiated net 7 amounts and revenues. Amounts awarded pursuant to this 8 contract shall not be used for services where payment has 9 been made or can reasonably be expected to be made under 10. any other state or federal compensation or benefits 11 program, or where services can be paid for from revenues. 12 13 b. The County shall notify the State by April 1 of the 14 estimated amount of unspent State General Funds, if any, 15 for the current fiscal year. Unspent State General Funds 16 may be retained by the County (exclusive of amounts 17 reimbursable to the Department of Corrections pursuant to 18 Exhibit C5) and spent on identifiable drug and alcohol 19 services in accordance with the contract. 20 21 C. Pursuant to Health and Safety Code sections 11758.12 (f) 22 and (g) , federal funds savings [exclusive of Center for 23 Substance Abuse Treatment (CSAT) and Center for Substance 24 Abuse Prevention (CSAP) grants] shall be treated as 25 follows: 26 27 (1) The County shall notify the State by April 1 of the 28 current fiscal year of the estimated amount of 29 federal funds savings to be redirected from the 30 fiscal year ending June 30, to the next fiscal year 31 beginning July 1; 32 33 (2) The County shall include the savings in the next 34 fiscal year contract subject to the approval of the 35 State, the Legislature and an amendment to the 36 current fiscal year contract; 37 38 (3) Federal funds savings not identified for 39 redirection by April 1, of the current fiscal year 40 shall be returned to the State as part of the 41 settlement of the annual cost report; 42 43 (4) Any savings redirected from the current fiscal year 44 to the next fiscal year plus any accrued interest 45 (see Article III, Section 17) shall be included on 46 the identified lines of the summary budget for the 47 contract year; 48 49 (5) Federal funds savings shall be spent first by the 50 County in the next fiscal year and shall be used 51 for necessary and allowable expenditures (except 52 program expansion) exclusive to drug and alcohol 12 r.;, 1 services and any categorical set-aside requirements 2 pertinent to "those funds. 3 4 5 ARTICLE IV: PROGRAM PROVISIONS 6 7 8 23 . Confidentiality of Information 9 10 The County shall conform to, and shall monitor compliance with it all state and federal statutes and regulations regarding 12 confidentiality, including the confidentiality of information 13 requirements at Part 2 , Title 42, Code of Federal Regulations, 14 and at section 11977, Division 10. 5 of the Health and Safety 15 Code. 16 17 24. Equal Opportunity Clause 18 19 a. The County certifies compliance with Government Code 20 section 12990 and California Administrative Code, Title 21 II, Division 4, Chapter 5 in matters related to the 22 development, implementation and maintenance of a 23 nondiscrimination program. The County shall not 24 discriminate against any employee or applicant for 25 employment because of race, religion, color, national 26 origin, ' physical or mental disability, marital status, 27 sex or age. The County will take affirmative action to 28 ensure that qualified applicants have equal opportunity 29 for employment, and that qualified employees have equal 30 opportunity during employment. Such action shall 31 include, but not be limited to, the following: 32 employment; upgrading; demotion or transfer; recruitment 33 or recruitment advertising; layoff or termination; rates 34 of pay or other forms of compensation; career development 35 opportunities and selection for training, including 36 apprenticeship. 37 38 b. The County agrees to post, and further agrees to require 39 its contractors to post in conspicuous places, available 40 to employees and applicants for employment, notices 41 setting forth the provisions of the Equal Opportunity Act 42 [42 USC 2000(e) ] , conforming with Federal Executive Order 43 No. 11246. The County agrees to comply, and further 44 agrees ;to require its contractors to comply with the 45 provisions of the Rehabilitation Act of 1973 (29 USC 46 794) . 47 48 49 50 51 52 13 , J 1 25% Ndndiscrimination 2 3 a. By signing this contract the County certifies under the 4 laws of the State of California that the County and its 5 contractors shall not unlawfully discriminate in the 6 provision of services because of race, color, creed, 7 national origin, sex, age, or physical or mental 8 disability as provided by state and federal law and in 9 accordance with Title VI of the Civil Rights Act of 1964 10 [42 USC 2000(d) ] ; the Age Discrimination Act of 1975 (42 11 USC 6101) ; the Rehabilitation Act of 1973 (29 USC 794) ; 12 The Education Amendments of 1972 (20 USC 1681) ; The 13 Americans with Disabilities Act of 1990 (42 USC 12132) ; 14 the provisions of the Fair Employment and Housing Act 15 (Gov. Code Sec. 12900 et seq. ) , and the regulations 16 promulgated thereunder (Title 2, CCR sec. 7285.0 et 17 seq. ) ; Title 2, Division 3 , Article 9.5 of the 18 California Government Code, commencing with section 19 11135; and Title 9, Division 4, Chapter 6 of the 20 California Code of Regulations, commencing with section 21 10800. 22 23 b. For the purpose of this contract, distinctions on the 24 grounds of race, color, creed, national origin, sex, age, 25 or physical or mental disability include, but are not 26 limited to, the following: denying a participant any 27 service or providing a benefit to a participant which is 28 different, or is provided in a different manner or at a 29 different time from that provided to other participants 30 under this contract; subjecting a participant to 31 segregation or separate treatment in any matter related 32 to the receipt of any service; restricting a participant 33 in any way in the enjoyment of any advantage or privilege 34 enjoyed by others receiving any service or benefit; 35 treating a participant differently from others in 36 determining whether the participant satisfied any 37 admission, enrollment, eligibility, membership or other 38 requirement or condition which individuals must meet in 39 order to be provided any service or benefit. 40 41 C. The County shall take affirmative action such as 42 assessment and monitoring to ensure that beneficiaries 43 and intended beneficiaries of service are provided 44 services without regard to race, color, creed, national 45 origin, sex, age, or physical or mental disability, and 46 shall include nondiscrimination and compliance provisions 47 in all subcontracts. The County shall establish written 48 procedures under which service participants are informed 49 of their rights including their right to file a complaint 50 alleging discrimination or a violation of their civil 51 rights. Participants shall be provided a copy of their 52 rights which shall include the right of appeal and the 14 1 right to be free from sexual harassment and sexual 2 contact by members of the treatment, recovery, advisory, 3 or consultant staff. 4 5 d. The County shall do a self evaluation to identify 6 facilities accessible to the disabled within the County 7 and shall develop a transition plan for making additional 8 facilities available to the disabled. The self- 9 evaluation plan may reflect a "core service" concept 10 consistent with requirements at Title 28 , Code of Federal 11 Regulations, section 35. 150 and shall provide for 12 assessment consistent with the Voluntary Compliance 13 Agreement between the Office of Civil Rights, Department 14 of Health and Human Services and the State, conditional 15 upon notice of said Agreement to the County from the 16 State. The County shall assure that nonaccessible 17 facilities have in place appropriate referral mechanisms 18 for transferring clients to programs that provide 19 substantially equivalent services to those requested by 20 the service participant, including procedures for 21 transportation. 22 23 e. The County shall keep records of the procedures -24 referenced in subdivision c. and d. , and copies of the 25 required Notice of Client's Rights, in order for the 26 State to determine compliance with this section and with 27 state and federal legal requirements including the 28 Voluntary Compliance Agreement. 29 30 f. Standard form 17A is incorporated by reference (Exhibit 31 C8) . 32 33 26. Drug-Free Work Place 34 35 By signing this contract the .County certifies under penalty of 36 perjury under the laws of the State of California that the 37 County and its contractors will comply with the requirements 38 of the Drug Free Workplace Act of 1990 (Gov. Code § 8350 et 39 seq. ) and will provide a drug free workplace by taking the 40 following actions: 41 42 a. Publish a statement notifying employees that the 43 unlawful manufacture, distribution, dispensation, 44 possession, or use of a controlled substance is 45 prohibited in the person's or organization's work 46 place and specifying the actions that will be taken 47 against employees for violations of the 48 prohibitions as required by Government Code section 49 8355 (a) . 50 51 52 15 ' J 1 b. Establish a drug-free awareness program as required 2 by Government Code section 8355 (b) to inform 3 employees about all of the following: 4 5 (1) The dangers of drug abuse in the work place; 6 7 (2) The person's or organization's policy of 8 maintaining a drug-free work place; 9 10 (3) Any available drug counseling, rehabilitation, 11 and employee assistance programs; and, 12 13 (4) The penalties that may be imposed upon 14 employees for drug abuse violations. 15 16 C. Provide, as required by Government Code section 17 8355(c) , that every employee engaged in the 18 performance of the contract: 19 20 (1) Be given a copy of the County's 21 drug-free policy statement; and 22 23 (2) as a condition of employment on the contract, 24 agree to abide by the terms of the statement. 25 26 d. Failure to comply with these requirements may 27 result in suspension of payments under the contract 28 or . termination of the contract or both, and the 29 County or its contractors may be ineligible for 30 future State contracts if the State determines that 31 any of the following has occurred: 32 33 (1) The County has made false certification, or 34 35 (2) has violated the certification by failing to 36 carry out the requirements as noted above. 37 38 27. No Unlawful Use or Unlawful Use Messages Regarding Drugs 39 40 The County agrees that information produced through these 41 funds, and which pertains to drug-and alcohol-related 42 programs, shall contain a clearly written statement that there 43 shall be no unlawful use of drugs or alcohol associated with 44 the program. Additionally, no aspect of a drug-or alcohol- 45 related program shall include any message on the responsible 46 use, if the use is unlawful, of drugs or alcohol (Health and 47 Safety Code section 11999) . The County agrees to enforce 48 these requirements by signing this agreement. 49 50 51 52 16 1 ARTICLE V: PERFORMANCE PROVISIONS 2 3 28. Monitoring 4 5 a. The County's performance under this contract shall be 6 monitored during the term of this contract. Monitoring 7 shall include, but not be limited to: 8 9 (1) Whether the quantity of work or services are being 10 performed as identified in the contract and 11 Exhibits A2, A3, and A4. 12 13 (2) Whether the County has established quality 14 standards and is monitoring them. 15 16 (3) Whether the County is abiding by all the terms and 17 requirements of the contract. 18 19 b. The failure to comply with the provisions of Article V, 20 Section 29a. (1) through (3) above, may subject the 21 County to suspension of payments, or recovery of payments 22 made, or both, subject to the right of appeal as 23 referenced in these requirements, or may result in 24 termination of the contract in accordance with Article 1, 25 Section 13 of this contract. 26 27 29. Performance Requirements 28 29 a. The program's dedicated capacity is the agreed upon 30 servicemodality and capacity as negotiated by the County 31 and the State. These services shall be available to 32 persons otherwise eligible for county alcohol and drug 33 programs, as required by the contract. The agreed upon 34 dedicated capacity is that identified in Exhibits A2, A3, 35 and A4. 36 37 b. The County shall provide accessible and appropriate 38 services in accordance with federal and state statutes 39 and regulations to all eligible persons. The County 40 shall assure that in planning for the provision of 41 services, the following barriers to accessible services 42 are considered and addressed: 43 44 (1) Lack of educational materials or other resources 45 for the provision of services. 46 47 (2) Geographic isolation and transportation needs of 48 persons seeking services or remoteness of services. 49 50 (3) Institutional or cultural barriers. 51 52 (4) Language differences. 17 1 (5) Lack of service advocates. 2 3 (6) Failure to survey or otherwise identify the 4 barriers to service accessibility. 5 6 C. The County shall comply with the additional 7 requirements, if any, identified in Exhibit E, and 8 incorporated herein by reference. 9 10 d. Amounts awarded pursuant to this contract shall be used 11 exclusively for providing alcohol and/or drug program 12 services consistent with the purpose of the funding. 13 14 15 ARTICLE VI: REPORTS 16 17 18 30. Financial Reports 19 20 Fiscal forms (samples of which are provided as Exhibit Al, 21 which includes forms ADP7225A through ADP7225K and the Fiscal 22 Allocation Detail) are required in accordance with the State's 23 drug and alcohol fiscal reporting system requirements. The 24 County agrees to submit Exhibit Al which is incorporated by 25 this reference with the original contract and with each 26 contract amendment. 27 28 31. Additional Reports 29 30 a. The County agrees to submit to the State in accordance 31 with Health and. Safety Code Section 11758. 12 (d) , that 32 information required by the State. The data shall 33 include, but is not limited to, treatment and prevention 34 services reports, demographic characteristics of service 35 recipients, summary data to the California Alcohol and 36 Drug Data System (CADDS) , the Drug Abuse Treatment Access 37 Report (DATAR) , utilization reports, compliance reports, 38 financial reports, and end-of-year cost data. 39 40 b. The County agrees by signing this contract to submit data 41 requested pursuant to this section in a manner identified 42 or on forms provided by the State, and to submit data by 43 the date of delivery identified herein or in Exhibit C7 44 which is incorporated by this reference. 45 46 47 48 49 50 51 52 18 1 ARTICLE VII: GENERAL PROVISIONS 2 3 32. Records 4 5 The County shall maintain books, records, documents, and other 6 evidence necessary for the State to audit to contract 7 performance and contract requirements. These records shall be 8 made available to the State, upon request, for the State to 9 monitor the quality and quantity of services, accessibility 10 and appropriateness of services, and to ensure fiscal 11 accountability. 12 13 (a) The County's contract with audit firms shall have a 14 clause to permit access by the State to the working 15 papers of the external independent auditor. 16 17 (b) The county shall keep adequate financial records and 18 statistical data to support the year-end documents filed 19 with the State. 20 21 (c) Accounting records and supporting documents shall be 22 retained for a three-year period following close of the 23 state fiscal year. Final settlement shall be made at the 24 end of the audit and appeal process. When an audit has 25 been started before the expiration of the three-year 26 period, the records shall be retained until completion of 27 the audit and final resolution of all issues which arise. 28 29 (d) Financial records shall be kept so that they clearly 30 reflect the source of funding for each type of service 31 for which reimbursement is claimed. These documents 32 include, but are not limited to, all ledgers, books, 33 vouchers, time sheets, payrolls, appointment schedules, 34 client data cards, and schedules for allocating costs. 35 36 33. Dispute Resolution Process 37 38 a. In the event of a dispute, other than an audit dispute, 39 arising out of the contract, between the parties to the 40 contract, prior to exercising any other available remedy, 41 the disputant shall provide written notice of the 42 particulars of the dispute to the other party. Written 43 notice shall include the contract number. The Chief 44 Deputy Director or designee of the State Department of 45 Alcohol and Drug Programs and the County Drug or Alcohol 46 Program Administrator or designee shall meet to discuss 47 the means by which they can effect an equitable 48 resolution to the dispute. The disputant shall receive 49 a written response from the respondent within sixty (60) 50 days of the notice of dispute. The written response 51 shall reflect the process of the meeting and recommend a 52 resolution to the dispute. 19 1 b.' In the event of an audit dispute between the State and 2 the County, the County may appeal in accordance with 3 Health and Safety Code sections 11817.8 (d) and 4 11991.6(e) , and pursuant to Chapter 5 (commencing with 5 section 11500) of the Government Code. 6 7 C. Financial audit findings which may involve repayment to 8 the State General Fund as a result of fraud, abuse, or 9 failure to meet contract objectives and management audit 10 findings with probable fiscal impact will be utilized 11 subject to the final decision on appeal, or subject to 12 becoming final in the absence of an appeal, for 13 prospective contract negotiations. Management audit 14 findings not subject to appeal will be used for 15 prospective contract negotiations. 16 17 34. Hazardous Activities 18 19 The County shall have liability insurance sufficient to cover 20 hazardous activities pursuant to section 1254 of the State 21 Administrative Manual. To the extent the County subcontracts 22 for the provision of transportation services, the County is 23 liable to determine that the contractor has sufficient 24 liability insurance to meet the requirements of section 1254 25 of the State Administrative Manual. 20 CONTRA COSTA COUNTY EXHIBIT A FISCAL FORMS-NNA Al COMBINED ALCOHOL AND DRUG PROGRAM FISCAL FORMS FISCAL ALLOCATION DETAIL CONTRACT YEAR - 1 FISCAL ALLOCATION DETAIL CONTRACT YEAR - 2 FISCAL ALLOCATION DETAIL CONTRACT YEAR - 3 FISCAL DETAIL SUMMARY - ADP7225A, FISCAL DETAIL, SUPPORT SERVICES - ADP7225C, FISCAL DETAIL, PRIMARY PREVENTION - ADP7225D, FISCAL DETAIL, NONRESIDENTIAL - ADP7225E, FISCAL DETAIL, RESIDENTIAL - ADP7225F, FISCAL DETAIL, CHEMICALLY ASSISTED - ADP7225G, FISCAL DETAIL, SECONDARY PREVENTION - ADP7225H, FISCAL DETAIL, ANCILLARY - ADP7225I, A2 DEDICATED CAPACITY - ALCOHOL AND DRUG SERVICES A3 DEDICATED CAPACITY - PERINATAL SERVICES A4 DEDICATED CAPACITY - PAROLEE SERVICES c f/n FY94-95 FISCAL ALLOCATION DETAIL pXHIBITAI DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS FISCAL YEAR 1994-95 COUNTY: CONTRA COSTA Year 1 AMOUNT TOTALS PCA/OBJ STATE GENERAL FUNDS: State General 594101702.01 Vocational Rehabilitation 594101702.01 School—Community Primary Prevention Program 594151702.01 Parolee Services Projects(BASN, PPNP, PPP) $379,535 594591702.01 Perinatal Treatment Expansion (PTEP) $233,059 594111702.01 TOTAL STATE GENERAL FUNDS: $612,594 FEDERAL FUNDS: SAPT BLOCK GRANT — 93.959: Discretionary $3,033,438 HIV Set—Aside $310,884 Perinatal Set—Aside $53,828 Perinatal Pilot Project — Treatment Services $1,031,013 Perinatal Pilot Project — Case Management $329,198 Female Offender Treatment Service Project $0 Alcohol/Drug—Free Workplace,Media Camp., Special Proj. $0 Homeless Project $0 TOTAL SAPT BLOCK GRANT: $4,758,361 594641702.01 DRUG FREE SCHOOLS & COMMUNITY FUNDS — 84.186: High Risk Youth Set—Aside $83,100 School Based Prevention $35,634 One — Time Funds $28,167 Friday Night Live $15,000 Club Live $15,000 TOTAL DRUG FREE SCHOOLS & COMMUNITY FUNDS: $176,901 59420/702.01 FEDERAL DRUG/MEDI—CAL FUNDS (REIMBURSEMENT): Alcohol/Drug Medi—Cal $0 59494/702.03 Perinatal Medi—Cal $0 59495/702.03 TOTAL FEDERAL DRUG/MEDI—CAL FUNDS: $0 MISCELLANEOUS FUNDS: Office of Traffic Safety — Match to Club Live (Reimbursement) $0 594921702.01 TOTAL MISCELLANEOUS FUNDS: $0 TOTAL ALL FEDERAL FUNDS: $4,935,262 GRAND TOTAL ALL FUNDS: $5,547,856 f/n FY95-96 FISCAL ALLOCATION DETAIL DCHIBITAI DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS FISCAL YEAR 1995-96 COUNTY: CONTRA COSTA Year 2 AMOUNT TOTALS PCA/OBJ STATE GENERAL FUNDS: State General59510/702.01 Vocational Rehabilitation 59510/702.01 School—Community Primary Prevention Program 59515/702.01 Parolee Services Projects(BASN, PPNP, PPP) $379,535 59559/702.01 Perinatal Treatment Expansion (PTEP) $233,059 59511/702.01 TOTAL STATE GENERAL FUNDS: $612,594 FEDERAL FUNDS: SAPT BLOCK GRANT — 93.959: Discretionary $3,033,438 HIV Set—Aside $310,884 Perinatal Set—Aside $53,828 Perinatal Pilot Project — Treatment Services $1,031,013 Perinatal Pilot Project — Case Management $329,198 Female Offender Treatment Service Project $0 Alcohol/Drug—Free Workplace, Media Camp., Special Proj. $0 Homeless Project $0 TOTAL SAPT BLOCK GRANT: $4,758,361 59564/702.01 DRUG FREE SCHOOLS & COMMUNITY FUNDS — 84.186: High Risk Youth Set—Aside $55,400 School Based Prevention $35,634 One —Time Funds 4{` <} }s '<<AE# Friday Night Live $15,000 Club Live $15,000 TOTAL DRUG FREE SCHOOLS & COMMUNITY FUNDS: $121,034 59520/702.01 FEDERAL DRUG/MEDI—CAL FUNDS (REIMBURSEMENT): Alcohol/Drug Medi—Cal $0 59595/702.03 Perinatal Medi—Cal $0 59596/702.03 TOTAL FEDERAL DRUG/MEDT—CAL FUNDS: $0 MISCELLANEOUS FUNDS: Office of Traffic Safety — Match to Club Live (Reimbursement) ## 59592/702.01 TOTAL MISCELLANEOUS FUNDS: $0 TOTAL ALL FEDERAL FUNDS: $4,879,395 GRAND TOTAL ALL FUNDS: $5,491,98 c f/n FY96-97 FISCAL ALLOCATION DETAIL EXHIBrrAl DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS FISCAL YEAR 1996-97 COUNTY: CONTRA COSTA Year 3 AMOUNT TOTALS PCA/OBJ STATE GENERAL FUNDS: State General ''`>'>{ 596101702.01 Vocational Rehabilitation {'' "`` 596101702.01 School—Community Primary Prevention Program55 515/702.01 Parolee Services Projects(BASN, PPNP, PPP) $379,535r 596591702.01 Perinatal Treatment Expansion (PTEP) $233,059 596111702.01 TOTAL STATE GENERAL FUNDS: $612,594 FEDERAL FUNDS: SAPT BLOCK GRANT — 93.959: Discretionary $3,033,438 HIV Set—Aside $310,884 Perinatal Set—Aside $53,828 Perinatal Pilot Project — Treatment Services $1,031,013 Perinatal Pilot Project — Case Management $329,198 Female Offender Treatment Service Project $0 Alcohol/Drug—Free Workplace,Media Camp., Special Proj. $0 Homeless Project $0 TOTAL SAPT BLOCK GRANT: $4,758,361 59664/702.01 DRUG FREE SCHOOLS & COMMUNITY FUNDS — 84.186: High Risk Youth Set—Aside $0 School Based Prevention $35,634 One — Time Funds Friday Night Live :>:.,..:..$ :5 000 Club Live $15,000 TOTAL DRUG FREE SCHOOLS & COMMUNITY FUNDS: $65,634 596201702.01 FEDERAL DRUG/MEDT—CAL FUNDS (REIMBURSEMENT): Alcohol/Drug Medi—Cal $0 59596/702.03 Perinatal Medi—Cal $0 59697/702.03 TOTAL FEDERAL DRUG/MEDI—CAL FUNDS: $0 MISCELLANEOUS FUNDS: Office of Traffic Safety — Match to Club Live (Reimbursement) ' '# #' 59692/702.01 TOTAL MISCELLANEOUS FUNDS: $0 TOTAL ALL FEDERAL FUNDS: $4,823,995 GRAND TOTAL ALL FUNDS: $5,436,589 Y DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL SUMMARY LINE FUNDING SOURCES INCLUDING FEDERAL CATALOG # 40 Drug Medi-Cal (Federal Share Only) Fed Cat # 93 .778 40a Perinatal - Medi-Cal (Federal Share Only) Fed Cat # 93 . 778 40b Perinatal (PTEP) Match to Medi-Cal 41a Perinatal Treatment Expansion (PTEP) 45 Female Offender Treatment Project Fed Cat # 93 . 959 46 Parolee Services Projects (BASN, PPNP, PPP) 50 SAPT - Discretionary Fed Cat # 93 . 959 51 HIV Set-Aside Fed Cat # 93 .959 52 SAPT - Perinatal Set-Aside Fed Cat # 93 . 959 53a Perinatal Pilot Treatment Fed Cat # 93 .959 53b Perinatal Pilot Case Management Fed Cat # 93 . 959 54 Homeless Project Fed Cat # 93 .959 55 Alcohol/Drug-Free Workplace Fed Cat # 93 . 959 56 SAPT Special Projects Summary of Funds 60 DFSC - High Risk Youth Set-Aside Fed Cat # 84 . 186 62 DFSC - School Based Prevention Fed Cat # 84 . 186 64 DFSC - One-Time Funds Fed Cat # 84 . 186 66 DFSC - Friday Night Live Fed Cat # 84 . 186 68 DFSC - Club Live Fed Cat # 84. 186 69 OTS Match to Club Live Fed Cat # 20. 600 70 - Medi-Cal Match 80 Non-County Revenue 81 Required County Match 82 County Funds - Other 83 Excess Fees 84 Fees 85 Insurance 86 PC 1463 .25 - SB 920 HS 11372 .7 - SB 921 87 PC 1463 . 16 - Statham 88 Excess DUI Profit/Surplus 89 Driving Under Influence Fees, Administration and Monitoring 90a Obligated Unexpended State General Funds - Prior Fiscal Year 91 TOTAL BUDGETED BY SERVICE CATEGORY 92 Volunteer Services 94 TOTAL ALCOHOL BUDGETED Fed Cat # 93 .959 96 TOTAL DRUG BUDGETED Fed Cat # 93.959 ADP 7225A (2/94) 32" :ADP7225A.LST: 071894:JG:bd r EXHIBIT Al DEPARTMENT OF ALCOHOL �AND DRUG PROGRAMS COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL SUMMARY FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 01 Support Services Primary Non residential Residential Prevention Servi Services Services ----------------------------------------------------------------------------- 40 0 0 55428 0 40a 0 0 135113 0 40b 0 0 135113 0 41a 29789 0 0 203270 45 0 0 0 0 46 37953 0 62229 253610 50 426222 1076490 330610 1039753 51 0 0 0 0 52 0 0 0 53828 53a 191573 0 428023 411417 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 891 34743 0 0 64 0 0 0 0 66 0 15000 0 0 68 0 15000 0 0 69 0 0 0 0 70 0 0 55428 0 80 261272 40865 269560 768696 81 3310 0 0 22585 82 270579 22460 207870 773539 83 0 0 0 0 84 0 20077 66896 197944 85 0 0 0 0 86 0 68765 0 0 87 0 0 0 208653 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 122.1589 1293400 1746270 3933295 92 0 0 0 0 94 308897 446439 306556 958329 96 308898 630051 452077 546669 ----------------------------------------------------------------------------- Form: ADP 7225A 2/94 V DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al -COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL SUMMARY FISCAL YEAR 1994/95 ' NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 01 Chemically Secondary Ancillary DUI Program Assisted Treatme Prevention Activ Services Services ----------------------------------------------------------------------------- 40 299700 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 25743 0 50 0 160363 0 0 51 0 0 310884 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 329198 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 83100 0 0 62 0 0 0 0 64 0 28167 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 299700 0 0 0 80 0 119147 103626 0 81 0 0 0 0 82 0 101804 6392 0 83 0 0 0 0 84 0 2456 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 599400 495037 775843 0 92 0 0 0 0 94 0 37066 164598 0 96 0 123297 475484 0 ----------------------------------------------------------------------------- Form: ADP 7225A 2/94 v DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREkTMENT PROGRAMS FISCAL DETAIL - SUMMARY FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 O1 SUMMARY TOTALS ----------------------------------------------------------------------------- 40 355128 40a 135113 40b 135113 41a 233059 45 0 46 379535 50 3033438 51 310884 52 53828 53a 1031013 53b 329198 54 0 55 0 56 0 60 83100 62 35634 64 28167 66 15000 68 15000 69 0 70 355128 80 1563166 81 25895 82 1382644 83 0 84 287373 85 0 86 68765 87 208653 88 0 89 0 90a 0 91 10064834 92 0 94 2221885 96 2536476 ----------------------------------------------------------------------------- Form: ADP 7225A 2/94 EXHIBIT Al DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS -COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Support Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 CONTRA COSTA CONTRA COSTA CONTRA COSTA COUNTY COUNTY COUNTY 05 070799 070799 070799 10 00 00 00 91 958964 37953 224672 91b 16820.00 700 .00 5840.00 91c 57.01 54.22 38.47 --------------------------------------------------------------------------- 40 0 0 0 40a 0 0 0 40b 0 0 0 41a 0 0 29789 45 0 0 0 46 0 37953 0 50 426222 0 0 51 0 0 0 52 0 0 0 53a 0 0 191573 53b 0 0 0 54 0 0 0 55 0 0 0 56 0 0 0 60 0 0 0 62 891 0 0 64 0 0 0 66 0 0 0 68 0 0 0 69 0 0 0. 70 0 0 0 80 261272 0 0 81 0 0 3310 82 270579 0 0 83 0 0 0 84 0 0 0 85 0 0 0 86 0 0 0 87 0 0 0 88 0 0 0 89 0 0 0 90a 0 0 0 91 958964 37953 224672 92 0 0 0 94 213111 0 95786 96 213111 0 95787 --------------------------------------------------------------------------- Form: ADP 7225C 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL VETAIt Primary Prevention Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 BOYS/GIRLS CLUB AIRS CENTRAL AIRS EAST ALC. & DRUG COUNCIL 05 070764 070001 070003 070070 10 10 10 10 10 91 83918 63959 40629 132003 91b 3969.00 1812. 00 1355.00 7360. 00 91C 21.14 35. 30 29 .98 17. 94 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 83918 63959 40629 45884 51 0 0 0 0 52 0 0 0 0 - 53a 0 0 0 0 53b 0 0 0- 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 15000 68 0 0 0 15000 69 0 0 0 0 70 0 0 0 0 80 0 0 0 6229 81 0 0 0 0 82 0 .0 0 3857 83 0 0 0 0 84 0 0 0 20077 85 0 0 0 0 86 0 0 0 25956 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 83918 63959 40629 132003 92 0 0 0 0 94 0 63959 40629 45884 96 83918 0 0 0 --------------------------------------------------------------------------- Form: ADP 7225D 2/94 EXHIBIT Al DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS -COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Primary Prevention Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 NEW CONNECTION REACH SAN PABLO SAN RAMON VALLEY DISCOVERY DISC. 05 070745 070753 070732 070733 10 10 10 10 10 91 71363 36469 111000 16396 91b 1824. 00 960.00 3360.00 723 .00 91c 39.12 37.99 33 . 04 22 .68 -------------------------------------7------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 69137 36469 111000 16396 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 2226 0 0 0 81 0 0 0 0 82 0 0 0 0 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 71363 36469 111000 16396 92 0 0 0 0 94 34568 0 0 0 96 34569 36469 111000 16396 --------------------------------------------------------------------------- Form: ADP 7225D 2/94 ' r DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al .COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Primary Prevention' Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 SOJOURNE TRI-CITIES CHD West County YSB 05 070761 070731 070754 070765 10 10 10 10 10 91 107565 82945 470475 27687 91b 3136.00 2304.00 8652 .00 777.00 91c 34. 30 36.00 54.38 35.63 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 . 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 107565 82945 395587 23001 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 34743 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 0 27724 4686 81 0 0 0 0 82 0 0 12421 0' 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 107565 82945 470475 27687 92 0 0 0 0 94 16135 0 245264 0 96 91430 82945 150323 23001 --------------------------------------------------------------------------- Form: ADP 7225D 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Primary Prevention Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 Substance Abuse Prevention 05 070799 10 10 91 48991 91b 1600.00 91c 30.62 --------------------------------------------------------------------------- 40 0 40a 0 40b 0 41a 0 45 0 46 0 50 0 51 0 52 0 53a 0 53b 0 54 0 55 0 56 0 60 0 62 0 64 0 66 0 68 0 69 0 70 0 80 0 81 0 82 6182 83 0 84 0 85 0 86 42809 87 0 88 0 89 0 90a 0 91 48991 92 0 94 0 96 0 --------------------------------------------------------------------------- Form: ADP 7225D 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS E%HIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Non residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 BOYS/GIRLS CLUB AIRS CENTRAL AIRS EAST BORN FREE 05 070764 070001 070003 070770 10 31 31 31 31 91 64402 175678 99050 90078 91b 3141.00 5000.00 3522.00 1600 .00 91c 20.50 35.14 28.12 56. 30 --------------------------------------------------------------------------- 40 0 0 15000 0 40a 0 0 0 45039 40b 0 0 0 45039 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 29546 73995 28355 0 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 15000 0 80 18111 45359 17382 0 81 0 0 0 0 82 16745 46975 18001 0 83 0 0 0 0 84 0 9349 5312 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 64402 175678 99050 90078 92 0 0 0 0 94 0 73995 28355 0 96 29546 0 0 0 --------------------------------------------------------------------------- Form: ADP 7225E 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al 'COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Non residential Services FISCAL YEAR 1994/95 ' NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 NEW CONNECTION REACH SAN PABLO SAN RAMON VALLEY DISCOVERY DISC. 05 070745 070753 070732 070733 10 31 31 31 31 91 167138 53792 61430 85056 91b 2648 .00 1999.00 1860 .00 1931. 00 91C 63 .12 26.91 33 .03 44.05 ------------------------ -------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 44635 23931 27329 19468 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 54208 14669 16752 51985 81 0 0 0 0 82 28335 15192 17349 12358 83 - 0 0 0 0 84 39960 0 0 1245 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 p 90a 0 0 0 0 91 167138 53792 61430 85056 92 0 0 0 0 94 0 0 0 0 96 44635 23931 27329 19468 --------------------------------------------------------------------------- Form: ADP 7225E 2/94 i; DEPARTMENT OF .A4COHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Non residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 SOJOURNE TRI-CITIES Tri-County Women Tri-County Women - East - West 05 070761 070731 070775 070713 10 31 31 30 30 91 183358 95888 227754 200269 91b 5360.00 2664 .00 3314 . 00 2133 .00 91c 34 .21 35.99 68.72 93 .89 --------------------------------------------------------------------------- 40 40428 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 45108 38243 0 0 51 0 0 0 0 52 0 0 0 0 53a 0 0 227754 200269 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 40428 0 0 0 80 27651 23443 0 0 81 0 0 0 0 82 28637 24278 0 0 83 0 0 0 0 84 1106 9924 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 183358 95888 227754 200269 92 0 0 0 0 94 6766 0 109322 88118 96 38342 38243 118432 112151 --------------------------------------------------------------------------- Form: ADP 7225E 2/94 • I • DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al •COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Non residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 Born Free Born Free AIRS CENTRAL AIRS EAST 05 070773 070774 070001 070003 10 31 31 31 31 91 90074 90074 5743 5743 91b 1600.00 1600.00 150.00 150 .00. 91C 56. 30 56 . 30 38. 29 38. 29 --------------------------------------------------------------------------- 40 0 0 0 0 40a 45037 45037 0 0 40b 45037 45037 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 5743 5743 50 0 0 0 0 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 0 0 0 81 0 0 0 0 82 0 0 0 0 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 90074 90074 5743 5743 92 0 0 0 0 94 0 0 0 0 96 0 0 0 0 --------------------------------------------------------------------------- Form: ADP 7225E 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS ERHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Non residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 SOJOURNE Haight Ashbury 05 070761 383820 10 31 30 91 5743 45000 91b 150.00 2240.00 91c 38.29 20.09 --------------------------------------------------------------------------- 40 0 0 40a 0 0 40b 0 0 41a 0 0 45 0 0 46 5743 45000 50 0 0 51 0 0 52 0 0 53a 0 0 53b 0 0 54 0 0 55 0 0 56 0 0 60 0 0 62 0 0 64 0 0 66 0 0 68 0 0 69 0 0 70 0 0 80 0 0 81 0 0 82 0 0 83 0 0 84 0 0 85 0 0 86 0 0 87 0 0 88 0 0 89 0 0 90a 0 0 91 5743 45000 92 0 0 94 0 0 96 0 0 --------------------------------------------------------------------------- Form: ADP 7225E 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 ADOLESENT TX BI-BETT GREGORY BI-BETT OZANUM BI-BETT SHENNEM CEMTER CENT 05 010735 070030 070010 070020 10 51 51 51 50 91 68124 26112 243886 472162 91b 3280.00 730.00 6742.00 7300.00 91c 20.77 35.77 36.17 64.68 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 26112 0 0 50 30307 0 103012 114342 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 .0 0 69 0 0 0 0 70 0 0 0 0 80 18578 0 63146 76578 81 0 0 0 0 82 19239 0 65395 72589 83 0 0 0 0 84 0 0 12333 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 208653 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 68124 26112 243886 472162 92 0 0 0 0 94 0 0 103012 74322 96 30307 0 0 40020 --------------------------------------------------------------------------- Form: ADP 7225F 2/94 ' EXHIBIT Al - DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS ., COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 DIABLO VALLEY DISCOVERY HOUSE EAST CO. DETOX EAST CO. DETOX RANCH 05 070060 070750 070738 070738 10 51 51 50 51 91 514942 277885 185141 98602 91b 15070.00 6570.00 3953 .00 1752 .00 91c 34.17 42. 30 46.84 56.28 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 . 0 50 145932 91934 82310 41338 51 0 0 0 0 52 Oi 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 109456 56355 50578 25340 81 0 0 0 0 82 206116 58362 52253 '26242 83 0 0 0 0 84 53438 71234 0 5682 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 514942 277885 185141 98602 92 0 0 0 0 94 145932 0 82310 41338 96 0 91934 0 0 --------------------------------------------------------------------------- Form: ADP 7225F 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al • COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Residential. Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 EAST CO. DETOX NHNR NHNR SUNRISE HOUSE 05 070738 070004 070004 070797 10 56 50 51 51 91 115203 321589 165777 422942 91b 2102.00 6143 .00 5059.00 7986 .00 91c 54.81 52 . 35 32.77 52 .96 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 99353 0 0 0 45 0 0 0 0 46 0 0 0 0 50 0 141966 69038 159195 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 4811 87024 42320 162686 81 11039 0 0 0 82 0 90125 43827 101061 83 0 0 0 0 84 0 2474 10592 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 115203 321589 165777 422942 92 0 0 0 0 94 0 141966 69038 159195 96 0 0 0 0 --------------------------------------------------------------------------- Form: ADP 7225F 2/94 - DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS .,, EXHIBIT., Al. COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 TRI-COUNTY LA TRI-COUNTY TRI-COUNTY WOMEN BI-BETT OZANUM CASA RECTORY 05 070712 070040 070004 070010 10 51 51 56 51 91 446229 167912 125463 26492 91b 5812.00 4146.00 2190.00 730. 00 91c 76.78 40.50 57. 29 36. 29 . --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 103917 0 45 0 0 0 0 46 0 0 0 26492 50 0 60379 0 0 51 0 0 0 p 52 0 0 0 0 53a 411417 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 644 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 34812 37012 0 0 81 0 0 11546 0 82 0 38330 0 0 83 0 0 0 0 84 0 32191 10000 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 446229 167912 125463 26492 92 0 0 0 0 94 86397 28982 0 0 96 325020 31397 0 0 --------------------------------------------------------------------------- Form: ADP 7225F 2/94 • DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Residential Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 DIABLO VALLEY DISCOVERY HOUSE SUNRISE HOUSE TRI-COUNTY RANCH RECTORY 05 070060 070750 070797 070040 . 10 51 51 51 51 91 113472 56217 31317 53828 91b 2920.00 730.00 730. 00 1329 .00 91c 38 .86 77.01 42 .90 40 . 50 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 113472 56217 31317 0 50 0 0 0 0 51 0 0 0 0 52 0 0 0 53828 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 0 0 0 81 0 0 0 0 82 0 0 0 0 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 Q 0 0 0 89 0 0 0 0 90a 0 0 . 0 0 91 113472 56217 31317 53828 92 0 0 0 0 94 0 0 0 25837 96 0 0 0 27991 --------------------------------------------------------------------------- Form: ADP 7225F 2/94 DEPARTMENT OF ALCOHOL• AND DRUG PROGRAMS . ERHII Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Chemically Assisted Treatment FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 BAART PITTSBURG BAART RICHMOND 05 070709 070708 10 40 40 91 299700 299700 91b 33300.00 33300.00 91c 9.00 9.00 --------------------------------------------------------------------------- 40 149850 149850 40a 0 0 40b 0 0 41a 0 0 45 0 0 46 0 0 50 0 0 51 0 0 52 0 0 53a 0 0 53b 0 0 54 0 0 55 0 0 56 0 0 60 0 0 62 0 0 64 0 0 66 0 0 68 0 0 69 0 0 70 149850 149850 80 0 0 81 0 0 82 0 0 83 0 0 84 0 0 85 0 0 86 0 0 87 0 0 88 0 0 89 0 0 90a 0 0 91 299700 299700 92 0 0 94 0 0 96 0 0 --------------------------------------------------------------------------- Form: ADP 7225G 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al •COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Secondary Prevention Activities FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 NEW PERSPECTIVES BOYS/GIRLS CLUB AIRS CENTRAL AIRS EAST 05 070720 070764 070001 070003 10 18 18 18 18 91 111267 11163 11629 5540 91b 3200.00 528.00 330. 00 185.00 91c 34.77 21.14 35. 24 29 .95 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 0 4966 5173 2465 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 83100 0 0 0 62 0 0 0 0 64 28167 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 3044 3171 1511 81 0 0 0 0 82 0 3153 3285 1564 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 111267 11163 11629 5540 92 0 0 0 0 94 0 0 5173 2465 96 0 4966 0 0 --------------------------------------------------------------------------- Form: ADP 7225H 2/94 EXHIBIT Al DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS ., COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Secondary, Prevention Activities FISCAL YEAR 1994/95 a 9z NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 01 EAST CO. DETOX NEW CONNECTION REACH SAN PABLO DISCOVERY 05 070738 070745 070753 070732 10 19 18 18 18 91 57742 43711 57002 58143 91b 1600.00 825.00 2252.00 1760.00 91C 36.09 52 .98 25 .31 33 .04 ---------------------------------- --- -------- --------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 25688 13905 25359 25866 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0.- 0 0 . 0 55 0 0 0 0 56 0 0, 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0, 0 0 66 0 0 0 0 68 0 0, 0 0 69 0 0 0 0 70 0 0, 0 0 80 15747 18523 15545 15856 0� 81 0 0 0 82 16307 8827 16098 16421 83 0 0 0 0 84 0 2456 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 Q 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 57742 43711 57002 . 58143 92 0 0 0 0 94 25688 0 0 0 96 0 13905 25359 25866 ----------------------------- --------------------------------------------- '' Form: ADP 7225H 2/94 • DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al 'COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Secondary Prevention Activities FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 6/1994 O1 SAN RAMON VALLEY SOJOURNE TRI-CITIES Center for Human DISC. Development 05 070733 070761 070731 070754 10 18 18 18 18 91 26644 53782 46657 11757 91b 697.00 1568.00 1296.00 171 .00 91c 38.23 34.30 36.00 68. 75 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 7029 23926 20756 5230 51 0 0 0 0 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 15153 14667 12724 3206 81 0 0 0 0 82 4462 15189 13177 3321 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0- 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 26644 53782 46657 11757 92 0 0 0 0 94 0 0 0 3740 96 7029 23926 20756 1490 --------------------------------------------------------------------------- Form: ADP 7225H 2/94 EXHIBIT Al DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS_ COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Ancillary Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa County Code: 7 - Submission Date: 9/ 8/1994 01 Vocational AIRS CENTRAL AIRS EAST BAART PITTSBURG Rehabilitation 070709 05 070100 070001 070003 65 65 10 64 65 91 110018 33714 33714 22800 gib 3200-00 936.00 936.00 1140 .00 91C 34. 38 36.02 36. 02 20.00 --------------------------------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 0 0 0 0 51 0 33714 33714 22800 52 0 0 0 0 53a 0 0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 () 0 0 62 0 0 0 0 64 6 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 103626 0 0 0 81 0 0 0 0 82 6392 0 0 0 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 110018 33714 33714 22800 92 0 0 0 0 94 0 0 0 0 96 0 33714 33714 22800 -------------------~------------------------------------------------------- Form: ADP 72251 2/94 DEPARTMENT OF $LCOHOL AND DRUG PROGRAMS EXHIBIT Al • 'COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Ancillary Services FISCAL YEAR 1994/95 ' NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 O1 BAART RICHMOND BORN FREE DISCOVERY HOUSE EAST BAY PERINATAL 05 070708 070770 070750 070771 10 65 68 65 68 91 22800 128447 33714 200751 91b 1140.00 3200 .00 936.00 7120.00 91C 20.00 40. 14 36.02 28 . 20 -------------------------- -------------------------------------------------- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 0 50 0 0 0 0 51 22800 0 33714 0 52 0 0 0 0 53a 0 0 0 0 53b 0 128447 0 200751 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 0 0 0 81 0 0 0 0 82 0 0 0 0 83 0 0 0 0 84 0 0 . 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 22800 128447 33714 200751 92 0 0 0 0 94 0 64223 0 100375 96 22800 64224 33714 100376 - --------------------------------------------------------------------------- Form: ADP 72252 2/94 DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al - COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Ancillary Services FISCAL YEAR 1994/95 NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 01 SAN PABLO SOJOURNE TRI-CITIES Substance Abuse DISCOVERY 05 070732 070761 070731 070799 10 65 65 65 68 91 33714 33714 33714 25743 91b 936.00 936 .00 936. 00 800.00 91c 36 .02 36.02 36.02 32.18 ------------------------------------------------------------------------=-- 40 0 0 0 0 40a 0 0 0 0 40b 0 0 0 0 41a 0 0 0 0 45 0 0 0 0 46 0 0 0 25743 50 0 0 0 0 51 33714 33714 33714 0 52 0 0 0 0 53a 0 .0 0 0 53b 0 0 0 0 54 0 0 0 0 55 0 0 0 0 56 0 0 0 0 60 0 0 0 0 62 0 0 0 0 64 0 0 0 0 66 0 0 0 0 68 0 0 0 0 69 0 0 0 0 70 0 0 0 0 80 0 0 0 0 81 0 0 0 0 82 0 0 0 0 83 0 0 0 0 84 0 0 0 0 85 0 0 0 0 86 0 0 0 0 87 0 0 0 0 88 0 0 0 0 89 0 0 0 0 90a 0 0 0 0 91 . 33714 33714 33714 25743 92 0 0 0 0 94 0 0 0 0 96 33714 33714 33714 0 --------------------------------------------------------------------------- Form: ADP 7225I 2/94 • DEPARTMENT OF ALCOHOL AND DRUG PROGRAMS EXHIBIT Al COUNTY PREVENTION AND TREATMENT PROGRAMS FISCAL DETAIL Ancillary Services FISCAL YEAR 1994/95 ' NNA CONTRACT County Name: Contra Costa - County Code: 7 - Submission Date: 9/ 8/1994 01 Substance Abuse 05 070799 10 65 91 63000 91b 1600.00 91c 39. 38 --------------------------------------------------------------------------- 40 0 40a 0 40b 0 41a 0 45 0 46 0 50 0 51 63000 52 0 53a 0 53b 0 54 0 55 0 56 0 60 0 62 0 64 0 66 0 68 0 69 0 70 0 80 0 81 0 82 0 83 0 84 0 85 0 86 0 87 0 88 0 89 0 90a 0 91 63000 92 0 94 0 96 63000 „--------------------------------------------------------------------------- Form: ADP 7225I 2/94 EXHIBIT A2 CD v 1w m g r �A M CV CV O Co ........ a � o W:;M:.::E CL W::- LL o y' : . o;a v �i to L m E m CD W }' CO N N (O �D O to 1 v 00 COo CN7 W P. N n O � CA LU m N 0) d QUd:m ¢ O W::::� � U y Z p c C7 � O CL cn C7 o W U wScmn w m oa �y Q J Z Q � CL 0 CL =oQ o .r- N co O ti co co N V z Z lQ Z 0 Q C Q'::% j ::.':;: N V c0'1 ta+ O CV W J m Q ::V r N c� C7 IA LL F O a W 6s, 67 O Q s cm ..t-� MLU o � X �� m a Lu 0 Z ..... iii 0: :..:: .. . .O .:: Q W::: <: ::: :::s� W C: Z LU to y. .. ...�,: .....: U a W: <V. tZit:: ::�Q:;.'::. Q ::F oC3:..:::2:. y:; cn:II J cri Co. a;u:i :; a ; . w H �- a cr l—:C� .:::.::� C W:. >: :':W Rt Zw c� w O ;: w =: x y y .... .... Q a y 00 e — — ST O t0 co cn ul r —0 co 0 is o CU C.A cr) to 'co ol :a; co- o 0 0 N 0--. 0 Qo W- 0 co -co, W criV- 0 4 0 U o As 0 Z4 0 12 oo (D (D IS .s 4L I'm LO 0 05 cCYN -10*0) 171, L) (n 10, co s1 Z 0 ct a. Q - 00 jO m0 E ZSIT A4 m co o is et G s 7 m o a� `IN 0 U co co �u c m� Vf Y i ea r A ce)s rte- fS� r- °, co 'Z p. V,► ,�,o o O V 0 Rp o OZ m m N tL p � � til.Y7J� N 2� 0') W. v 4L p 7 N D u` EXHIBIT B1 SUBSTANCE ABUSE BLOCK GRANT REQUIREMENTS DEPARTMENT OF HEALTH AND HUMAN SERVICES Public Health Service Substance Abuse and Mental Health Services Administration 45 CFR 96 AGENCY: SAMHSA, PHS, HHS ACTION: Interim Final Rule SUMMARY: Sections 1921 to 1954 of the Public Health Services (PHS) Act, 42 U.S.C. §§ 300x-21 - 300x-35, authorize the Secretary to provide Block Grants to States for the purposes of prevention and treatment of substance abuse which includes alcohol and other drugs. Among other things, the Act requires that the funding agreements with the States provide for a number of provisions relating to intravenous substance.abuse, tuberculosis and human immunodeficiency virus (HIV) testing and services, group homes for recovering substance abusers, and peer review requirements. This interim final rule establishes standards specifying the circumstances in which the Secretary will consider an application for.a grant under section 1921 of the PHS Act to be in accordance with the law. EFFECTIVE DATE: (Insert date of publication) DATE: The Secretary'is requesting written comments which must be received on or before (insert date 60 days after publication). ADDRESS: Written comments on this interim final rule may be sent to Susan L. Becker, Director, Division of State Programs, Center for Substance Abuse 2 Treatment (CSAT), Rockwall II Building, 10th Floor, 5600 Fishers Lane,. Rockville, MD 20857. FOR FURTHER INFORMATION: Susan L. Becker, telephone no. (301) 443-3820. SUPPLEMENTARY INFORMATION: Sections 1921 to 1954 of the PHS Act provide for allotments each year to States for the purposes of planning, carrying out, and evaluating activities to prevent and treat substance abuse which is defined at section 96.121 to include the abuse and/or illicit use of alcohol and other drugs. The Block Grant funds may be'expended to provide for a wide range of activities to prevent and treat substance abuse and may be expended to deal with the abuse of alcohol, the use or abuse of illicit drugs, the abuse of licit drugs and the use or abuse of tobacco products. In order for the Secretary to award Block Grants, the States and eligible Indian tribes must apply for the Block Grant and the application must be in accordance with the law. These interim final regulations establish standards specifying the circumstances in which the Secretary will consider an application for a grant to be in accordance with the law. Based on the criteria established in law and implemented by this regulation, there is only one Indian tribe that is currently eligible for funds under this program. All of the statutory requirements for the Substance Abuse Prevention and Treatment Block Grant are applicable to fiscal year 1993 Block Grants, except section 1926 of the PHS Act relating to the tobacco provision for which a Notice of Proposed Rulemaking is published at (INSERT CITE). Except for the regulations 3 implementing section X 1926 of'the PHS Act, it is the Department's view that good cause exists to show that notice and comment are "impracticable, ... or contrary to the public interest," 5 U.S.C. Ii 553(b)(B), since pursuant to section 1932(d) of the PHS Act Block Grant funds for substance abuse may not be provided to States for fiscal year 1993 on or after January 1, 1993 if the rule is not issued. These Block Grants are the major source of Federal funds to States to be used to establish and supplement various substance abuse prevention and treatment programs and an interruption or a delay in such funding could have a profound impact on the States;ability to provide substance abuse prevention and treatment, a result which is contrary to the War on Drugs and the public interest. For similar reasons, this regulation is effective immediately. Delaying the effective date for a period of thirty days is contrary to the public interest, since payments under the Block Grant cannot be made on or after January 1, 1993 unless regulations are. "issued" or "established" as provided by section 1932(d)(1) and (2). Requiring States that have submitted an acceptable application to wait an additional thirty days .for payment would only compound the problem of delay and burden the States further in their provision of substance abuse prevention and treatment programs. Although the regulations are published as an interim final rule and are effective immediately, the Secretary requests comments on the regulations and is particularly interested in comments on alternative ways the law may be implemented. The Secretary will consider all comments and, after such consideration, make any amendments to the regulations by January 1, 1994, in a 4 final rule. The Application and Assurances 45 C.F.R. §§ 96.122 and 96.123 are added to describe what is to be .provided in the application and the necessary assurances that the States (which includes the District of Columbiaand the'territories) will provide to ensure the Secretary that it will carry out the purposes of and expend the Block Grant in accordance with the law. In applying for Block Grants for fiscal year 1993, applicants must submit an application containing information which conforms to all of the elements of the regulations. Beginning in fiscal year 1994, applicants are required to use the standard. application,form prescribed by HHS with the approval of the Office of Management and Budget (OMB) under the Paperwork Reduction Act of 1980. A copy of this application may be obtained from the Center for Substance Abuse Treatment at the address provided above. The Secretary has had preliminary discussions and will have further discussions with General Accounting Office (GAO) and many of the States about the reporting requirements under section 1942(a) of the PHS Act which is part of the application. However, the public is encouraged to formally comment on all of the information collection requirements contained in the standard form under the Paperwork Reduction Act. These comments will be carefully considered by OMB and the Secretary and, as a result of these comments, any changes to the form and the reporting requirements under this rule 5 will be made by January 1, 1994, or shortly thereafter. The State in its. application, as required by section 1932(a) of the PHS Act, is to submit the necessary assurances, as well as the State plan and the report required by sections 1932(b)(1) and 1942(a) of the PHS Act, respectively. Section 1932(b)(1) of the PHS Act provides that the States are to submit a State plan describing how the State plans to implement the requirements of the Act, such as those relating to the provision of tuberculosis and HIV services and services to pregnant women which are described in more detail below. It also provides that the States are to describe how the Block Grant is to be expended. 45 C.F.R. § 96.122(8) sets forth the information States are to provide the Secretary under the State plan. Section 1942(a) of the PHS Act requires the States to submit a report which .describes the purposes for which the grant received by the State for the preceding fiscal years was expended, a description of the activities of the State under the program, and the recipients of amounts provided in the grant. 45 C.F.R. § 96.122(f) sets forth the information that is to be submitted to the Secretary in the report. In addition, the regulations, applicable to the report, require States to submit information on the use of Block Grant funds over a several year period. For example, for fiscal year 1993, specific information is to be submitted for Federal fiscal years 1990, 1991 and 1992, as well as for the most recent twelve month State expenditure period for which expenditure information is available. 6 ' Information from earlier years is necessary because it often takes States two to three years to acquire actual expenditure, and other data. The Secretary believes it is essential that actual. data (rather than simply estimates) be acquired for monitoring the Block Grant funds to ensure that the funds are expended for authorized purposes and in accordance with the law. Also, when information'is requested for fiscal years 1990, 1991 and 1992, applicants are to provide information relating to substance abuse prevention and treatment activities under the Alcohol, Drug Abuse and Mental Health Services (ADMS) Block Grant formerly authorized by sections 1911 to 1926 of the PHS- Act. Although those sections have been amended, the Department will review those expenditures to ensure that the Block Grant funds were expended in accordance with the law in effect for those fiscal years. As has been the case under the ADMS Block Grant, the funding agreements and assurances in the application are to be made through certification by the chief executive officer personally, or by an individual authorized to make such certification on behalf of the chief executive officer. If a delegation has occurred, a copy of the current delegation of authority must be submitted with the application. The application (in substantial compliance with the statutory and regulatory provisions) is to be submitted for fiscal year 1993 no later than ninety days after publication of these regulations, and, for subsequent years, no later than March 31 of the fiscal year for which the State is applying for funds. The Secretary believes this will allow States!!isufficient time to complete the applications and, as to the March 31 deadline, allow for a more orderly process. The term "fiscal year" refers to the Federal fiscal.year. This will make the HHS review process more efficient and may expedite the process of reviewing applications and awarding the grants. The Secretary will approve an application with a State plan, assurances and report which satisfy the requirements of the Act and the regulations. The State is required to provide descriptions of how,the State is implementing the provisions of the Act and the regulations. Unless provided otherwise by the regulations, the Secretary will approve procedures which are provided as examples in the . regulations, or the State may submit other procedures which the Secretary . .determines to reasonably implement the requirements of the Act and the regulations. Certain Allocations and Primary Prevention 45 C.F.R. §§ 96.124 and 96.125 are added to implement the provisions of Section 1922 of the PHS Act which requires States to expend the Block Grant on various programs. Specifically, the State is required to expend not less than 35 percent of the Block Grant for prevention and treatment activities regarding alcohol and not less than 35 percent for treatment and prevention activities relating to other drugs. In addition, not less than 20 percent of the grant is to be expended for primary prevention activities. Section 96.125 is added which requires States to 8 develop a comprehensive prevention program which provides a broad array of prevention activities and services including such activities and services to discourage the use of alcoholic beverages and tobacco products by minors. These activities and services must be provided in a variety of settings for both the general population, as well as targeted subgroups who are at high risk for substance abuse. Section 96.125 provides examples of strategies the States may use in developing a-comprehensive primary prevention program. Under each strategy, examples of acceptable programs are listed. The Secretary believes the examples of acceptable strategies and activities are important to,alleviate any confusion in the prevention field as to acceptable primary prevention activities under the Block Grant. This is particularly important because of the major change in how prevention for purposes of the 20 percent set aside'is defined in the Block Grant — that is, primary prevention 2ojy as compared to prevention and early intervention. It should be noted,-however, that the "primary prevention" definition is for purposes of the "Substance Abuse Prevention and Treatment Block Grant" regulations Qty. This definition does apply to other programs administered by SAMHSA or the Center for Substance Abuse Prevention, such as the High Risk Youth programs, which include intervention activities which go beyond activities authorized by these regulations. The Secretary assures States that early intervention activities which counted as part of the 20 percent prevention set aside prior to passage of the Alcohol, Drug Abuse and Mental Health Administration Reorganization Act, Public Law 102-321, 9 July 10,. 1992, are allowable activities under the Block Grant but do not now count as primary prevention. Section 96.124 implements section .1922 of the PHS Act which provides for specific allocations to; increase the availability of treatment services designed for pregnant women and;women with dependent children. Under section,96.124, the State is required. to expend not less than 5 percent of the fiscal year 1993 grant to increase (relative to fiscal year 1992) such services, consistent with the base described at 96.124(c). This requirement may be waived upon the request of the State if the Secretarydetermines that the State is providing an adequate level of services for this population. In determining whether an adequate level does exist, the Secretary will review the extent to which a State is providing services to this population and will consider whether the minimum level of services stipulated in section 96.124(e) are being provided for pregnant women and women with dependent children who are being served. At a minimum, the Secretary requires States to ensure that treatment programs receiving funding from the Block Grant set aside for pregnant women and women with dependent children for such services also provide or arrange for the following: (1) primarymedical care for women who are receiving substance abuse services, including prenatal care, and while women are receiving such treatment, child care; (2) primary:pediatric care for their children including immunizations; (3) gender specific substance abuse treatment and other therapeutic interventions for women that may address issues of relationships, sexual and physical abuse and io parenting, and child care while the women are receiving these services; (4) therapeutic interventions for children in custody of women in treatment which may, among-other-things, address their developmental needs, and their issues of sexual and physical abuse and neglect; and (5) sufficient case management and transportation services to ensure that women and their children have access to the services provided by (1) through (4). Because of the important health issues relating to the provision of treatment services to pregnant women and women with dependent children, the Secretary strongly encourages the States to require all programs that provide services to women to also provide a comprehensive range of services to such women and their children, either directly or through linkages with community based organizations. These services include case..management to assist in establishing eligibility for public assistance programs provided by Federal, State or local governments; employment and training programs; education and special education programs; drug-free housing for women and their children; prenatal care and other health care services; therapeutic day care for children; Head Start; and other early childhood programs. In addition to providing the minimum services, the State is to require that all programs which provide substance abuse treatment services to pregnant women and women with dependent children using funds from the Block Grant amount set aside for such purposes must treat the family as a unit and therefore admit both women and their children into treatment, when appropriate. Such an admission may not be appropriate, however, if, for example, the father of the child is able to • 11 adequately care for the child. In addition, the amount set aside for such services must be expended on;individuals who have no other financial means in obtaining such services as provided by section 96.137. This is important so as to increase the level of service to pregnant women and women with dependent children. Finally, women :with dependent children for the purposes of section 96.124 include women in treatment who are attempting to regain custody of their children. The Secretary believes that this is important, because often the court has custody -of the children and regaining custody is dependent on successful-substance abuse treatment. Regaining custody of their children may serve as an incentive to these women to successfully complete treatment and to remain alcohol and drug free. Caoacity of Treatment for Intravenous Substance Abusers 45 C.F.R. § 96.126 is added to implement section 1923 of the PHS Act which provides that, as a condition of receiving Block Grant funding, the State must require programs that receive funding under the grant and that treat individuals for intravenous substance abuse to inform the. State when they reach 90 percent of capacity. The Secretary requires States, as a condition of receipt of a grant, to establish a capacity management program which reasonably enables a program to readily report to the State when it reaches 90 percent capacity. The requirement for a capacity management system is an important change in the substance abuse and prevention block grant program and the Secretary requests comments on efficient..but cost effective means to implement this section. 12 In addition, section 1923 of the PHS Act requires the State to ensure that each individual who requests and is in need of treatment for intravenous drug abuse be admitted to the program not later.than 14 days after making the request for admission to such a program, or 120 days after the date of such request, if no such program has the capacity to admit the individual on the date of such request :and if interim services are made available to the individual not later than 48 hours after such request. In carrying out these provisions, the Secretary requires the State to establish a waiting list management program which provides systematic reporting of treatment demand. The State is to require any program receiving funding from the grant for the purposes of treating injecting drug abusers to establish a waiting list which includes a unique patient identifier for each injecting drug abuser seeking. treatment, including those receiving.interim services, while awaiting admission to such treatment. For individuals who cannot be placed in comprehensive treatment within 14 days, the State is to ensure.that individuals receive interim services and to develop a mechanism for maintaining contact with th'e individuals awaiting admission. Whatever mechanism is developed, it must ensure that. patients on waiting lists are transferred at the earliest possible time to a program providing treatment within a reasonable geographic area. However, if a person cannot be located for admission into treatment or if a person refuses treatment, such individuals may be taken off the waiting lists, and the States are not obligated to provide treatment to those individuals within 14 or 13 120 days, whichever is applicable under section 96.126. The Secretary believes that to have a continuing obligation to provide treatment to such individuals would result in programs having unoccupied slots so as to be able to fulfill its obligations. :This result, the Secretary believes, would not promote treatment. The Secretary is considering whether regulations should be issued requiring States not only to establish'a capacity management program which will monitor available slots in treatment programs, but to establish a central registry to track individuals so as to make available treatment in a timely fashion. A central registry may also be useful toy;make available treatment to pregnant women as provided in section 96.131. The;Secretary seeks comments on the central registry concept and any alternatives to a central registry. Interim services for the purposes of section 96.126 may entail any number of services, including,interim methadone maintenance as authorized by section 1976 of the PHS Act and the applicable regulations. The Secretary, however, requires that at a minimum interim services include counseling and education about HIV and tuberculosis,:!about the risks of needle-sharing, about the risks of transmission to sexual partners and infants, and about steps that can be taken to ensure that HIV transmission does not occur, as well as referral for HIV and TB treatment services, if necessary. For pregnant women, the Secretary believes it is essential that interim services also include counseling on the effects of alcohol and drug use on the fetus, as well as referrals for prenatal care. These provisions are consistent with the thrust of the Block Grant -- to prevent the spread of HIV 14 ' infection and to treat substance abuse. Section 1923 of the PHS Act also requires States to ensure that any entity that receives funding for.treatment services for intravenous drug abuse carry out activities to encourage individuals in need of such treatment to undergo such treatment. In carrying out this provision, the Secretary requires the States to use outreach models that are scientifically sound, so as to optimally maximize these outreach programs, or if no such models are available which are applicable to the local situation, to use an approach which reasonably can be expected to be an effective outreach method. Examples of scientifically sound models include the following: (1) the standard intervention model as described in The NIDA Standard Intervention Model for Injection Drug Users: Intervention Manual, National AIDS Demonstration Research.(NADR) Program, National Institute on Drug Abuse, Feb. 1992; (2) the health education model as described in Rhodes, F. Humfleet, G.L., gt AIDS Intervention Program for Injection Dreg Users: Intervention Manual, (Feb. 1992); and (3) the indigenous leader model as described in Wiebel, W., Levin, L.B., The Indigenous Leader Model: Intervention Manual (Feb. 1992). As part of the outreach programs, the Secretary, among other things, also requires the States to ensure that such entities promote awareness among injecting drug abusers about the relationship between injecting drug abuse and communicable diseases and select, train and supervise outreach workers. These measures ensure quality outreach programs and will prevent the use of less effective strategies, such as simply having persons without an understanding of' - 15 substance abuse handing out flyers. Reguirements Regarding Tuberculosis and HIV 45 C.F.R. §196.127 and 96.128 are added to provide for the provisions of section 1924 of the PHS Act regarding tuberculosis and HIV treatment services. Under the PHS Act, States are to require any entity receiving amounts from the Block Grant for operating a program of treatment for substance abuse (1) to, directly or through arrangements with other public or nonprofit private entities, routinely make available tuberculosis services as defined in section 96.121 to each individual receiving treatment for such abuse; and (2) in the case of an individual in need of such treatment who is deniedadmission to the program on the basis of the lack of the capacity of the program, to refer theindividual to another provider of tuberculosis services. In carrying out this tuberculosis provision, the Secretary requires that the principal agency of a State, in consultation with the State Medical Director for Substance Abuse Services, and in cooperation with the Tuberculosis Control Officer of the State Department of Health, develop written procedures to implement these provisions, as well as protocols to be implemented by the programs to prevent the transmission of tuberculosis, such as screening patients. In addition, the principal agency is to develop a plan establishing linkages with other health providers to ensure that tuberculosis services are routinely made available. 16 The Secretary is requiring the State to also develop an effective system for monitoring program compliance with this section. This system should be developed in conjunction with those systems required for services to injecting drug abusers under section 96.126(f) and for ensuring that services are being provided to pregnant women under section 96.131(f). The Secretary believes it is critical that pregnant women who are addicts be provided substance abuse and other treatment as early as possible both because of the health of the mother and the effects of the addiction on the fetus. Close monitoring is thus important to ensure compliance by treatment providers. The Secretary also believes that tuberculosis and HIV are health problems of enormous consequence and therefore programs must be monitored closely to ensure provision of such services in-accordance with the regulation. Although the regulation does not prescribe a system for monitoring the provision of these services, the States are to develop effective systems that will ensure to the. maximum extent possible that these services are being provided. The State may wish to consider routine inspections of providers as a way of carrying out this requirement. The Secretary seeks comments on procedures to implement these provisions that will be both efficient and cost effective. As to HIV, some States are to carry out one or more projects to make available to individuals early intervention services for HIV disease as defined by section 96.121 at the sites at which the individuals are undergoing treatment. This requirement is applicable only to a State whose rate of cases of acquired immune deficiency syndrome is 10 or more such cases per 100,000 individuals (as . 17 indicated by the number of such cases reported to and confirmed by the Director of the Centers for Disease Control for the most recent calendar year for which the data are available) and the amount to be expended is the amount prescribed at section 1924 of the PHS Act. Further, if the State plans to carry out 2 or more such projects, the State is to carry out one of the projects in a rural area of the State, unless the requirement is waived. The Secretary will waive the requirement if the State certifies to the Secretary that there is insufficient demand in the State to carry out a project in any rural area, or there are no rural areas in the State. The Secretary requires the State to ensure that the programs participating in the project establish linkages with a comprehensive community resource network of related health and social services organizations to ensure a wide-based knowledge of the availability of these services and to facilitate referral. All individuals with active TB shall be reported to the appropriate State official as required by State law. Section 1924(b)(6) of the PHS Act also requires States to ensure that, with respect to the provision of early intervention services for HIV disease to an individual, such services will be undertaken voluntarily by, and with the informed consent of, the individual and undergoing such services will not be required as a condition of receiving treatment services for substance abuse or any other services. Designated States are to establish a plan to carry out these provisions and are required to develop effective strategies for monitoring program compliance 18 . with this section. As to both TB and HIV services, section 1924 of the PHS Act requires that the Block Grant be used for such services as "payor of last resort." Furthermore, for both HIV services (if a designated.State) and TB services, the .State is to maintain Statewide expenditures (rather than expenditures only through the principal agency) of non-Federal amounts for such services at a level that is not less than the average level of such expenditures maintained by the State for a 2- year period preceding the first fiscal year for which the State receives such a grant. The Secretary requires States to establish a reasonable funding base for fiscal year 1993 and use the defined base consistently in establishing future compliance with this section. Revolving Funds for Establishment of Homes in which Recovering Substance Abusers may Reside 45 C.F.R. 1196.129 is added to implement requirements relating to the revolving funds for the establishment of homes in which recovering substance abusers may reside. These requirements, however, do not apply to any territory of the United States other than the Commonwealth of Puerto Rico. Section 1925 of the PHS Act requires that the State establish and provide for the ongoing operation of a revolving fund for the purpose of making loans for the costs of establishing programs for the provision of housing in which individuals recovering from alcohol and drug abuse may reside in groups of not less than six individuals. Not less than $100,000 is to be available for the revolving fund and 19 loans made from the revolving fund are not to exceed $4,000. The loans are to be repaid to the revolving fund not later than 2 years after the date on which the loan is made and each such loan is to be repaid by such residents through monthly installments by the date specified in the loan agreement involved. Such loans are made only to nonprofit private entities agreeing to a number of provisions including that, in the operation.of the'program established pursuant to the loan, the use of alcohol or any illegal drug in the housing provided by the program will be prohibited and the costs of the housing, including fees for rent and outlets, will be paid by the residents of the housing. In addition, the;;Secretary has provided further requirements that States are to follow to ensure the integrity of the program and to place borrowers on notice of what is expected of them. The Secretary expects the State to (1) identify and clearly define legitimate purposes for which funds will be spent; (2) establish . .reasonable criteria for selecting a fund management group, if the State plans to indirectly manage the,jund; (3) set reasonable criteria in determining the eligibility of prospective borrowers; (4) establish a procedure and process for applying for a loan under the program; (5) provide clear written instructions to applicants concerning what is expected of them, such as timelines, required documentation, and notification of reasonable penalties and recourse for default; and (6) keep a written record of the number of loans and amount of loans provided, the identities of borrowers and the repayment history of each borrower. For instructional information on group homes, refer to Self-Run. Self-Supported Houses for More 20 effective Recovery from Alcohol and Drug Addiction, DHHS Publication No. (ADM) 90-1678 (1990), which is available through the National Clearinghouse for Alcohol and Drug Information (NCADI►. Treatment Services for Pregnant Women 45 C.F.R. § 96.131 is added to implement regulations for treatment services for pregnant women as required by section 1927 of the PHS Act.' Section 1927 requires the State to ensure that each pregnant woman in the State who seeks or is referred for and would benefit from such services is given preference in admissions to treatment facilities receiving funds.pursuant to the grant. In carrying out this provision, the Secretary requires the State to ensure that the availability of treatment to pregnant women is publicized by public service announcements (radiottelevision), or street outreach programs. In addition, the Secretary requires the State to ensure that entities that serve women and who are receiving such funds provide preference to pregnant women. The State shall require that programs which serve an injecting drug abuse population and who receive Block Grant funds shall give preference to treatment as follows: (i) pregnant injecting drug users; (ii) pregnant substance abusers; (iii) injecting drug users; and (iv) all others. The Secretary believes it is essential that pregnant women receive preferential treatment because of the added risk to the fetus of contracting HIV from the mother's use of injecting drugs. The State is to also require that a facility which serves women refer 21 pregnant women to the State if the treatment facility has insufficient capacity to provide treatment services to any such pregnant woman who seeks the services from the facility. The Secretary proposes that this may be accomplished by establishing a toll-free number or other reasonable means to implement this provision. The State is to then refer the pregnant woman to a treatment facility that has the capacity to provide treatment services to the pregnant woman or, if no treatment facility has.the capacity to admit the pregnant woman, to make available interim services, as defined in section 96.121, to the pregnant woman not later than 48 hours after she seeks the treatment services. This means that the State is required to have a capacity tracking system which tracks all open treatment slots available to pregnant women in the State. Such a system must be continually updated to identify treatment capacity for any such pregnant woman. The State may wish to coordinate the capacity tracking system required under section 96.131 with the capacity tracking system required under section 96.126 for injecting drug abusers. Procedures for the implementation of this section are to be developed in consultation with the State Medical Director for Substance Abuse Services. The State is also to develop effective strategies for monitoring program compliance with section 96.131. 22 Additional Agreements 45 C.F.R. § 96.132 is added to implement sections 1928 and 1943(b) of the PHS Act regarding additional requirements relating to substance abuse. With respect to individuals seeking treatment services, the State is required to improve (relative to fiscal year 1992) the process in the State for referring the individuals to treatment facilities that cavi provide to the individuals the treatment modality that is most appropriate for the individuals. The regulations provide examples of ways to implement this provision, including the utilization of a toll-free number for programs to report available capacity and waiting list data and/or the implementation of a capacity management/waiting list management system. With respect to any facility for treatment services or prevention activities. that is receiving amounts from a Block Grant, continuing education in such services or activities (or both, as the case may be) is to be made available to employees of the facility who provide the services or activities. The States are to require programs to include a provision in its funding agreement with the State concerning continuing education for employees of the facility. The State is to coordinate prevention and treatment activities with the provision of other appropriate services (including health, social, correctional and criminal justice, education, vocational rehabilitation, and employment services). The regulations specify that the Secretary, in monitoring compliance with this section, will consider such factors as the existence of memoranda of . understanding between various service providers or agencies and evidence that the 23 State has included prevention and treatment service coordination in its grants and contracts. The Secretary believes that improving service coordination and integration of services is an important objective. It is particularly important in the area of substance abuse, because many of the individuals involved are either served by or need to receive services from a variety of systems. The Secretary is interested in receiving comments about additional ways that might be used to strengthen the service coordination provision. For example, should States be required to have an internal mechanism for monitoring service coordination, such as receiving reports from treatment programs that do not get cooperation from other service systems? Should preference be given to funding treatment programs that do make arrangements for service coordination? Section 1928 of the PHS Act also provides for a waiver, at the request of the.State, of any or all of the requirements established above but only if the Secretary determines that, with respect to services for the prevention and treatment of substance abuse, the requirement involved is unnecessary for maintaining quality in the provision of such services in the State. In determining whether to grant a waiver, the Secretary will rely on information drawn from the independent peer review/quality assurance activities conducted by the State and such other information as the Secretary deems necessary. Finally, the State is required to have in effect a system to protect from inappropriate disclosure patient records maintained by the State in connection with an activity funded under the program involved or by any entity which is receiving 24 amounts from the grant. The Secretary requires that the system is to include provisions for employee education on the confidentiality requirements and employees are to be informed of the fact-that disciplinary action may occur upon inappropriate disclosures. Submission to Secretary of Statewide Assessment of Needs 45 C.F.R. § 96.133 is added to require a State to submit to the Secretary an assessment of the need in the State for authorized activities, both by locality-and by the State in general as required by section 1929 of the PHS Act. The assessment must include the incidence and prevalence in the State of drug abuse and the incidence and prevalence in the State of alcohol abuse and alcoholism. Setting-up information systems to obtain such data may take time and will likely require technical assistance from HHS. Therefore, in.carrying out this provision, the Secretary requires the States to submit for fiscal years 1993 through 1.996, its best available data on the incidence and prevalence of drug and alcohol abuse and alcoholism. The State is also to provide a summary describing the weaknesses and bias in the data and a description on how the State plans to strengthen the data in the future. With regard to fiscal year 1997 and subsequent years, the Secretary is considering requiring the States to provide incidence and prevalence data which is supported by quantitative studies, using generally accepted methods of research. The State could determine the appropriate methodology to be used in gathering the 25 information. The data, however, would have to be collected and reported by age, sex and race/ethnicity and at the State level and at sub-State level (as defined by the State). The data.at a minimum would have to be collected and reported on five core substance abuse problems: marijuana (including hashish), cocaine (including Crack), hallucinogens (including PCP), heroin and alcohol. The Secretary is also considering requiring the use of common diagnostic criteria for dependence that characterize the cluster of cognitive, behavioral, and physiological symptoms that indicate the person has impaired control of substance abuse and continues use of the substance despite adverse consequences. The Secretary specifically requests comment on the barriers the State would face for fiscal year 1997 and subsequent years including the cost of such collection if these requirements were imposed. The Secretary seeks reasonable alternatives that are consistent with legislation and are cost effective. Section 1929 of the PHS Act also requires the State to provide a detailed description of current, prevention and treatment activities in the State. For fiscal year 1993, the State.ilis required to provide its best available data on current prevention and treatment activities in the State in such detail as it finds reasonably practicable given its own data collection activities and records. For fiscal years 1994 and subsequent years, the Secretary requires that the report include a detailed description of the. intended use of the funds relating to prevention and treatment, as well as!;ia description of treatment capacity. As to primary prevention activities, the activities must be broken down by strategies used, such as those 26 . provided in section 96.125. The State must provide the following data, if available: the specific activities conducted;the specific risk factors being addressed by activity; the age, race/ethnicity and gender of the population being targeted by the prevention activity; and the community size and type where the activity is carried out. As to all treatment and prevention activities, including primary prevention, the State must provide the identities of the entities that provide the services and describe the services provided. The State is to submit information on treatment utilization to describe'the type of care and the utilization according to primary diagnosis of alcohol or drug abuse, or a dual diagnosis of drug and alcohol abuse. Section 1929 of the PHS Act requires the State to also describe in detail its efforts to improve substance abuse treatment and prevention activities. The Secretary requires that this report include the State's strategy to improve existing programs, as well as a description of the newprograms created, activities taken to remove barriers, and actions taken to.improve such activities. Section 1929 of the PHS Act requires the State to submit a detailed description on the extent to which the availability of prevention and treatment activities is insufficient to meet the need for the activities, the interim services to be made available under sections 96.126 and 96.131, and the manner in which such services are to be so available. In carrying out this provision, the Secretary requires the State to submit documentation describing the results of the State's management information system pertaining to capacity and waiting lists, as well as 27 a summary of such information far admissions and, when available, discharges. As to prevention activities, the report must include a description of the populations at risk of becoming substance abusers. Maintenance of Effort'regarding State Expenditures i 45 C.F.R. § 96,134 it added to implement section 1930 of the PHS Act which requires the principal agency of the State to maintain aggregate State expenditures by the principal agency for authorized activities at a level that is not less than the average:level of such expenditures maintained by the State for the two year period preceding the fiscal year for which the State is applying for the grant. In addition to the maintenance of effort by the principal agency, the Secretary requires the'i,States not to use the Block Grant to supplant State funding of substance abuse prevention and treatment programs. The Secretarybelieves it is essential in combating the war on drugs and other substances that the Block Grant be expended to increase services rather than using the funds to maintain the current level of such programs. The Secretary may upon a request by the State, waive all or part of these requirements only if the Secretary determines that extraordinary economic conditions in the State;justify the waiver. If a waiver is issued, it will be applicable only to the fiscal year involved. The Secretary defines "extraordinary economic conditions" as a financial crisis in which the total tax revenue declines at least one 28 and one-half percent, and either unemployment increases by at least one percentage point, or employment declines by at least one and one-half percent. The Secretary seeks comments on this and other criteria. In making a Block Grant to a State for a fiscal year, the Secretary must also make a determination of whether, for the previous fiscal year or years,.the State maintained material compliance with all agreements made under this section. If the Secretary determines that a State has failed to maintain such compliance,'the Secretary will reduce the amount of the allotment for the State for the fiscal year for which the grant is being made by an amount equal to the amount constituting such failure for the previous fiscal year. To support the maintenance of effort requirement, 'States must provide the dollar amount reflecting the aggregate State expenditures by the principal agency for authorized activities for each of the two State fiscal years preceding the fiscal year for which the State is applying for the grant. The base must be calculated using Generally Accepted Accounting Principles and the composition of the base must be applied consistently from year to year. Restrictions on Expenditure of Grant 45 C.F.R. § 96.135 is added to implement section 1931 of the PHS Act which requires that States not expend the Block Grant on a number of activities. For example, a State is not to expend grant money for inpatient hospital substance abuse programs, except in the case that such treatment is a medical necessity for • 29 the individual involved, and the individual cannot be effectively treated in a community based, nonhospital, residential treatment program. If such circumstance occurs,-section 1931 requires that the daily rate of payment provided to the hospital for providing the services cannot exceed the comparable daily rate provided by a residential treatment program. In carrying out ,this section, the Secretary allows grant funds to be used for this purpose only if a physician makes a determination that: (1) the primary l diagnosis of the individual is substance abuse and the physician certifies this fact; (2) the individual cannot be.safely treated in a community-based, nonhospital, residential treatment program; (3) the service can reasonably be expected to improve an individuol's condition or level of functioning; and (4) the hospital-based substance abuse program follows national standards of substance abuse professional practice. In addition, grant money may be expended for such services only to the extent that it is medically necessary, i.e., only for those days that the patient cannot be safely treated in a residential, community-based program. Section 1931 of the PHS Act also provides that grant money may not be used to purchase or improve land, purchase, construct, or permanently improve (other than minor remodeling) any building or other facility, or purchase major medical equipment. The PHS Act provides, however, that the Secretary may grant a waiver to a requesting State of the restriction on expending a grant for the is construction of a new;facility or rehabilitation of an existing facility, but not for land acquisition. 30 The Secretary may approve a waiver only if (1) the State demonstrates to the Secretary that adequate treatment cannot be provided through the use of existing facilities and that alternative facilities inexisting suitable buildings are not available; (2) the State has carefully designed a program that will minimize the costs of additional beds; and (3) the State agrees, with respect to the costs to be incurred by the State in carrying out the purpose of the waiver, to make available non-Federal contributions in cash toward such costs in an amount equal to not less than $1 for each $1 of Federal funds provided under section 1931. In granting a waiver,'the Secretary will allow the use of a specified amount of funds to construct or rehabilitate a specified number of beds for residential treatment and a .specified number of slots for outpatient treatment, based on reasonable estimates by the State of the costs of construction or rehabilitation. Section 96.135 sets out the information that is needed to request a waiver. Numerous other restrictions on expenditures of the grant are provided by law including expenditures on activities (1) to satisfy any requirement for the expenditure of non-Federal funds as a condition for the receipt of Federal funds; (2) to provide financial assistance to any entity other than a public or nonprofit private entity; (3) to make payments to intended recipients of health services; and (4) to carry out any program prohibited by section 256(b) of the Health Omnibus Programs Extension of 1988 (42 U.S.C. 300ee-5), relating to the provision of hypodermic needles to injecting drug users. The State is also to limit expenditures on certain activities. The State is not 31 to expend more than 5 percent of the grant to pay the costs of administering the grant. The State is not to, in expending the grant for the purpose of providing treatment services in .penal or correctional institutions of the State, expend more than an amount prescribed by section 1931(a)(3) of the PHS Act. Indeoendent Peer Review 45 C.F.R. § 96.136 is added which requires the State, for the fiscal year which the grant is provided, to provide for independent peer review to assess the quality, appropriateness, and efficacy of treatment services provided in the State to individuals under the program involved, and ensure that at least 5 percent of the entities providing services in the State under such program are reviewed. The purpose of independent peer review is to review the quality and appropriateness of treatment services. The review is to focus on treatment programs and the substance abuse service system rather than on the individual practitioners. The intent of the independent peer review process is to continuously improve the treatmentservices to alcohol and drug abusers within the State system. The regulations require the independent peer reviewers to be individuals with expertise in the field of alcohol and drug abuse treatment. Because treatment services may be provided by multiple disciplines, the individual peer reviewers must be representative of the various disciplines utilized, must be knowledgeable about the treatment settings and differences in treatment approaches, and must be 32 sensitive to cultural and environmental issues that may influence the quality of the services provided. As part-of the independent peer.review, the reviewers are required to review a representative sample of patient/client records to determine quality and appropriateness of treatment services, as well as admission criteria/intake process, assessments, treatment planning, documentation of implementation of treatment services, and discharge and continuing care planning. The regulations also require the State to ensure that the peer review will not involve practitioners or providers reviewing their own programs, or programs in which they have administrative oversight, and ensure that there is a separation of peer review personnel from funding decisionmakers. ................. Direct Anolication for Grant by Indian Tribes 45 C.F.R. § 96.46(c) is amended to establish criteria prescribed by.the Secretary as is required by section 1933(d)(3) of the PHS Act. It establishes criteria that Indian tribes or tribal organizations which are eligible for a direct grant must follow. Essentially, these entities must abide by all the statutory provisions and accompanying regulations except for the following provisions of the PHS Act: section 1923 which relates to provisions on intravenous substance abuse; section 1925 which provides for group homes for recovering substance`abusers; section 1926 regarding State laws on the sale of tobacco products to minors; section 1928 regarding funding agreements for improving referrals, continuing education, r 33 and coordination of activities in the State; section 1929 regarding submission of Statewide assessment of needs; and section 1943(a)(1) relating to peer review of treatment programs. The Department believes these provisions are too burdensome for Indian tribes and not really feasible. The Department believes, however, that. it is essential that these entities'expend the funds for purposes for which they are intended and any Indian tribe or tribal organization that is eligible for a direct grant will be subject the technical review requirements of section 1945(8) and the audit requirements of section 1942 of the PHS Act. 45 C.F.R. § 9646(a) &- (b) are also amended to reflect technical changes such as statutory citation changes. ECONOMIC IMPACT . In crafting these regulations, the Secretary sought to minimize cost and burden both to States,;and to service providers. The Secretary recognizes that there are a number of;;areas in which requirements are tougher compared to the predecessor Block Grant, either because of the statute outhe Department's judgment as to what is needed for effective programs. In none of these areas, however, has the Secretary imposed any requirement which would increase cost drastically or unreasonably. Nor does the Secretary believe that a well run service program should have a major difficulty in meeting the new requirements. For example, an astutely designed outreach program can be operated effectively Y • , 34 without incurring many additional hours of effort in most circumstances. However, the Secretary welcomes comment on cost or burden and will seek to eliminate any unnecessarily costly provisions in the final rule. For these reasons, this rule does not have cost implications for the economy of $100 million or otherwise meet the criteria for a major rule under Executive Order 12291, and therefore'does not require a regulation impact.analysis. Further, these regulations will not have a significant impact on a substantial number of small entities, and therefore do not require a regulatory flexibility analysis under the Regulatory Flexibility Act of 1980. PAPERWORK REDUCTION ACT This rule contains information collection requirements that are subject to review by the Office of Management and Budget (OMB) under the Paperwork Reduction Act of 1980. The title, description, and respondent description applicable to the information collection requirements are shown below with an estimate of the annual reporting and record-keeping burden. Included in the estimate is the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Title: Substance Abuse Prevention and Treatment Block Grant 35 Description: This action requires States to annually submit an application for allotments under a formula grant to the States. Description of Respondents: State or local governments. 36 REPORTING Number of No. of Responses No. Hours Total Section Respondents Per Per Response HoUrs Annual Report 96.122(f) 60 1 152 9120 96.134(d) 60 1 16 960 State Pian 96.122(e) 60 1 162 9720 96.124(c)(1) 60 1 40 2400 96.127(b) 60 1 8 480 96.131(f) 60 1 8 480 96.133(a) 60 1 80 4800 Waivers 96.132(d)• 60 1 16 960 96.134(b)• 60 1 40 2400 96.135(d)• 60 1 8 480 Total60 1 530 31,8000• _ __... - RECORDKEEPING BURDEN No. of No. Hours Total Section Recordkeeoers Per Respondent Hours 96.129(a)0 3) 60 1.6 960 Total 60 16 960 COMBINED BURDEN - 45 CFR 96 No. Hours Total Per Respondent Hours 546 32,760 • For the purpose of calculating burden it has been assumed that all States could apply for each waiver. 37 •• This Is the burden for the annual application for the Substance Abuse Prevention and Treatment Block Grant resulting from these information collections. OMB clearance for the uniform application pursuant to II 96.122(c) is being sought separately. Y 38 The Department of Health and Human Services has submitted a copy of this rule to OMB for its review of these information collection requirements. Organizations and individuals desiring to submit comments on the information collection requirements and the estimated burden should direct such comments to the agency official designated for this purpose whose name appears in this preamble, and to: SAMHSA Desk Officer, Allison Eydt, Office of Information and Regulatory Affairs, OMB, New Executive Office Building, Room 3001, 725 17th St. N.W., Washington, D.C. 20503. It should be.noted that the standard application form which is required to be used beginning fiscal year 1994 will not be effective until approved by OMB pursuant to the Paperwork Reduction Act. r 39 LISTS OF SUBJECTS IN 45 CFR PART 96 Alcohol abuse, Alcoholism, Drug abuse, Confidentiality, Health records For the reasons set out in the preamble, 45 CFR part 96 is amended as. set forth below. Dated: Acting Assistant Secretary for Health Approved• Secretary"I 1. The index title for section 96.46 is amended to read as follows: 96.46 Substance abuse prevention and treatment services. .2. The index for Subpart L is amended to read as follows: Subpart L--Substance Abuse Prevention and Treatment Block Grant 96.120 Scope. 96.121 Definitions. 96.122 Application content and procedures. 96.123 Assurances. 96.124 Certain allocations. 96.125 Primary prevention. 96.126 Capacity of treatment for intravenous substance abusers. 96.127 Requirements regarding tuberculosis. 96.128 Requirements regarding human immunodeficiency virus. 96.129 Revolving funds for establishment of homes in which recovering substance abusers may reside. 96.130 [Reserved] 96.131 Treatment services for pregnant women. 96.132 Additional agreements. 96.133 Submission to Secretary of Statewide assessment of needs. 96.134 Maintenance of effort regarding State expenditures. 96.135 Restrictions on expenditure of grant. 2 96.136 Independent peer review. 96.137 Payment schedule. 3. Section 96.46 is amended to read as follows: § 96.46 Substance abuse prevention and treatment services. (a) This section applies to direct funding of Indian tribes and tribal organizations under the substance abuse prevention and treatment Block Grant. (b) For the purpose of determining eligible applicants under section 1933(d) of the Public Health Service Act (42 U.S..C. 300x-33(d)) an Indian tribe or tribal organization (as defined in subsections (b) and (c) of section 4 of the Indian:Self- Determination and Education Assistance Act) that received a direct grant under subpart I of part B of title XIX of the PHS Act (as such existed prior to October 1, 1992) in fiscal year 1991 will be considered eligible for a grant under subpart 2 of part B of title XIX of the PHS Act. (c) For purposes of the substance abuse prevention and treatment Block Grant, an Indian tribe or tribal organization is not required to comply with the following statutory provisions of the Public Health Service Act: 1923 (42 U.S.C. 300x-23), 1925 (42 U.S.C. 300x-25), 1926 (42 U.S.C. 300x-26), 1928 (42 U.S.C. 300x- 28), 1929 (42 U.S.C. 300x-29), and 1943(a)(1) (42 U.S.C. 300x-53(a)(1)). An Indian tribe or tribal organization is to comply with all other statutes and 3 regulations applicable to the Substance Abuse Prevention and Treatment Block Grant. In each case lin which an Indian Tribe receives a direct grant, the State is also responsible for providing services to Native Americans under the State's Block Grant program. 4. Subpart L is amended to read as follows: Subpart L-Substance: Abuse Prevention and Treatment Block Grant Authority: 42 U.S.C. 300x-21 to 300x-35 and 300x-51 to . 300x-64. § 96.120 Scope. This subpart applies to the Substance Abuse Prevention and Treatment ,. Block Grant administered by the Substance Abuse and Mental Health Services Administration. 45 C.F.R. Part 9.6, subparts A through F, are applicable to this i subpart to the extent that those subparts are consistent with subpart L. To the extent subparts A through F are inconsistent with subpart L, the provisions of subpart L are applicable. § 96.121 Definitions. Block Grant means the Substance Abuse Prevention and Treatment Block Grant, 42 U.S.C. 300x-21, Early Intervention Services Relating to HIV means: (i) appropriate 'pretest counseling for HIV and AIDS; 4 (ii) testing individuals with respect to such disease, including tests to confirm the presence of the disease, tests to diagnose the extent of the deficiency in the immune system, and tests to provide information on appropriate therapeutic measures for preventing and treating the deterioration of the immune system and for preventing and treating conditions arising from the disease; ,_. (iii) appropriate post-test counseling; and (iv) providing the therapeutic measures described in clause (ii). Fiscal Year, unless provided otherwise, means the Federal fiscal year. Interim Services or Interim Substance Abuse Services means services that are provided until an individual is admitted to a substance abuse treatment program. The purposes of the services are to reduce the adverse health effects of such abuse, promote the health of the individual, and reduce the risk of transmission of disease. At a minimum, interim services include counseling and education about HIV and tuberculosis (TB), about the risks of needle-sharing, the risks of transmission to sexual partners and infants, and about steps that can be taken to ensure that HIV and TB transmission does not occur, as well as referral for HIV or TB treatment services if necessary. For pregnant women, interim services also include counseling on the effects of alcohol and drug use on the fetus, as well as referral for prenatal care. Primary Prevention Programs are those directed at individuals who have not been determined to require treatment for substance abuse. Such programs are aimed at 5 educating and counseling individuals on such abuse and providing for activities to reduce the risk of such abuse. Princioal Agency is the single-State agency responsible for planning, carrying out and evaluating activities to prevent and treat substance abuse and related activities. Rural Area The definition of a rural area within a State shall be the latest definition of the Bureau of the Census, Department of Commerce. Secreta[y is the Secretary of the United States Department of Health and Human Services or the Secretary's designee. State• unless provided otherwise, includes the 50 States, the District of Columbia, the Commonwealth of Puerto Rico, the U.S. Virgin Islands, Guam, America Samoa; .....the Commonwealth of the Northern Mariana.Islands, Palau, Micronesia, and the Marshall Islands. State Medical Director for Substance Abuse Services is a licensed physician with ,: the knowledge, skill and ability to address the multiple physical and psychological problems associated with substance abuse, and who provides the principle agency with clinical consultation and direction regarding effective substance abuse treatment, effective primary medical care, effective infection control and public i health and quality assurance. Substance Abuse is defined to include the abuse or illicit use of alcohol or other drugs. Tuberculosis Services means: 6 (a) counseling the individual with respect to tuberculosis; (b) testing to determine whether the individual hasbeen infected with mycobacteria tuberculosis to determine the appropriate form of treatment for the individual; and (c) providing for or referring the individuals infected by mycobacteria tuberculosis for appropriate medical evaluation and treatment. § 96.122 Application content and procedures. (a) For each fiscal year, beginning with fiscal year 1993, the State shall submit an application to such address as the Secretary determines is appropriate. (b) For fiscal year 1993, applicants must submit an application containing information which conforms to the assurances listed under § 96.123, the report'as provided in § 96.122(f), and the State plan as provided in § 96.122(g). (c) Beginning fiscal year 1994, applicants shall only use standard application forms prescribed by the granting agency with the approval of the Office of Management and Budget (OMB) under the Paperwork Reduction Act of 1980. Applicants must follow all applicable instructions that bear OMB clearance numbers. The application will require the State to submit the assurances listed under § 96.123, the report as provided in § 96.122(f), and the State Plan as provided in § 96.122(g). (d) The application (in substantial compliance with the statutory and regulatory provisions for the Block Grant) shall be submitted for fiscal year 1993 no later than 7 ninety days after publication of these regulations, and, for subsequent years, no later than March 31 of the fiscal year for which the State is applying. (e) The funding agreements and assurances in the application shall be made through certification by the State's chief executive officer personally, or by an individual authorized to make such certification on behalf of the chief executive officer. When a delegation has occurred, a copy of the current delegation of authority must be submitted with the application. (f) A report shall be submitted annually with the assurances and State Plan as part of the application. Among other things, the report must contain information as determined by the Secretary to be necessary to determine the purposes and the activities of the State,.for which the Block Grant was expended. The report shall i include (but is not limited to) the following: (1) For the fiscal year three years prior to the fiscal year for which the State is applying for funds: (i) a statement of whether the State exercised its discretion under applicable law to transfer Block Grant funds from substance abuse services to mental health services or vice versa, and a description of the transfers which were made; (ii) a description of the progress made by the State in meeting the prevention and treatment goals, objectives and activities submitted in the application for the relevant year; (iii) a description of the amounts expended under the Block Grant by the State agency, by activity; (iv) a description of the amounts expended on primary prevention and early intervention activities (if reporting on fiscal years 1990, 1991, and 1992 only) and for primary prevention activities (if reporting on fiscal years 1993 and subsequent years); (v) a description of the amounts expended for activities relating to substance abuse such as planning, coordination, needs assessment, quality assurance, training of counselors, program development, research and development and the development of information systems; (vi) a description of the entities, their location, and the total amount the entity received from Block Grant funds with a description of the activities undertaken by the entity; (vii) a description of the use of the State's revolving funds for establishment of group homes for recovering substance abusers, as provided by § 96.129, including the amount available in the fund throughout the fiscal year and the number and amount of loans made that fiscal year; (viii) a detailed description of the State's programs for women and, in particular for pregnant women and women with dependent children, if reporting on fiscal years 1990, 1991, or 1992; and pregnant women or women with dependent children for fiscal year 1993 and 9 subsequent fiscal years; (ix) a detailed description of the State's programs for intravenous drug users; and (x) for applications for fiscal year 1996 and subsequent fiscal years, a description of the State's expenditures for tuberculosis services and, if a designated State, early intervention services for HIV. (2) For the most recent 12 month State expenditure period for which expenditure information is complete: (i) a description of the amounts expended by the principal agency for substance abuse prevention and treatment activities, by activity and source of funds; (ii) a description of substance abuse funding by other State agencies and offices, by activity and source of funds when available; and (iii) a description of the types and amounts of substance abuse services purchased by the principal agency. (3) For the fiscal year two years prior to the fiscal year for which the State is applying for funds: (i) a description of the amounts obligated under the Block Grant by the principal agency, by activity; (li) a description of the amounts obligated for primary prevention and early intervention (if reporting on fiscal years 1990, 1991, and 10 1992 activities only).and primary prevention activities (if reporting on fiscal years 1993 and subsequent year activities); (iii) a description of the entities to which Block Grant funds were obligated; (iv) a description of the States's policies, procedures and laws regarding substance abuse prevention, especially the use of alcohol and tobacco products by minors; (v) for applications for fiscal year 1995 and all subsequent fiscal years, a description of the State's -procedures and activities undertaken to comply with the requirement to conduct independent peer review as provided by 196.136; (vi) for applications for fiscal year 1995 and all subsequent fiscal years, a description of the State's procedures and:activities undertaken to comply with the requirement to develop capacity management and waiting list systems, as'provided by § 96.126 and 96.131, as well as an evaluation summary of these activities; and (vii) for applications for fiscal year 1995 and subsequent fiscal years, a description of'the strategies used for monitoring program compliance with § 96.126(f), § 96.127(b), and 196.131(f), as well as a description of the problems identified and the corrective actions taken. (4) The aggregate State expenditures,by the principle agency for authorized activities for the two State fiscal years preceding the fiscal year for which the State is applying for a grant, pursuant to § 96.134(d). (5) For the previous fiscal year: (i) a description of the State's progress in meeting the goals, objectives and activities included in the previous year's application, and a brief description of the recipients of the Block Grant funds; (ii) a description of the methods used to calculate the following: (A) the base for services to pregnant women and women with dependent children as required by § 96.124; (B) the base for tuberculosis services as required for § 96.127; and (C) for designated States, the base for HIV early intervention services as required by § 96.128; (iii) for applications for fiscal years 1994 and 1995 only, a description of the State's progress in the development of protocols for and the implementation of tuberculosis services, and, if a designated State, early intervention services for HIV; and (iv) for applications for fiscal year 1994 only, a description of the States progress in the development, implementation, and utilization of capacity management and waiting list systems. 12 (6) [Reserved] (7) In addition to the information above, any information that the Secretary may, from time to time, require, consistent with the Paperwork Reduction Act. (g) For each fiscal year, beginning fiscal year 1993, the State Plan shall be submitted to the Secretary and shall include the following: (1) for fiscal years 1993 and 1994, a statement on whether the State intends to exercise its discretion under applicable law to transfer Block Grant funds from the Substance Abuse Prevention and Treatment Block Grant allotment under section 1921 of the PHS Act to the Community Mental Health Services Block Grant allotment under section 1911 of the PHS Act or vice versa and a description of the planned transfer; (2) A budget of expenditures which provides an estimate of the use and distribution of Block Grant and other funds to be spent by the agency administering the Block Grant during the period covered by the application, by activity and source of funds; (3) a description of how the State carries out planning, including how the State identifies substate areas with the greatest need, what process the State uses to facilitate public comment on the plan, and what criteria the State uses in deciding how to allocate Block Grant funds; 13 (4) a detailed description of the State procedures to monitor programs that;reach 90% capacity pursuant to § 96.126(a); (5) a detailed description of the State procedures to implement the 14/120 day requirement provided by § 96.126(b), as well as the interim services to be,provided and a description of the strategies to be used in monitoring program compliance in accordance with § 96.126(f); _ (6) a full description of the outreach efforts States will require entities which receive funds to provide pursuant to § 96.126(e); (7) a.detailed description of the State procedures implementing TB services pursuant to § 96.127, and a description of the strategies to be used in monitoring program compliance in accordance with § 96.127(b); (8) a detailed description of the State's procedures implementing HIV services pursuant to § 96.128, if considered a designated State; (9) a description of estimates of non-Federal dollars to be spent for early intervention services relating to HIV, if a designated State, and tuberculosis services for the fiscal year covered by the application, as well as the amounts actually spent for such services for the two . previous fiscal years; (10) for fiscal year 1993, a detailed description of the State's revolving fund for establishment of group homes for recovering substance abusers pursuant to § 96.129 and, for subsequent 14 years, any revisions to the program; 01) a detailed description of State procedures implementing § 96.131 relating to treatment services for pregnant women; 0 2) unless waived, a description on how the State will improve the process for referrals for treatment, will ensure that continuing education.is provided, and will coordinate various activities and services as provided by §. 96.132; (13) statewide assessment of needs as provided in § 96.133; (14) the aggregate State dollar projected expenditures by the principal agency of a State for authorized activities for the fiscal year for which the Block Grant is to be expended, as well as the aggregate obligations or expenditures, when available, for authorized activities for the two years prior to such fiscal year as required by § 96.134; (15) unless waived, a description of the services and activities to be provided by the State with Block Grant.funds consistent with § 96.124 for allocations to be spent on services to pregnant women and women with dependent children, alcohol and other drug treatment and prevention, including primary prevention, and any other requirement; (16) a description of the State procedures to implement § 96.132(e) regarding inappropriate disclosure of patient records; 0 7) a description of the amounts to be spent for primary prevention in accordance with § 96.125; 15 0 8) a description of the amounts to be spent on activities relating to' substance abuse such as planning coordination, needs assessment, quality assurance, training of counselors, program development, research and development and the development of information systems; (19) a description of the State plans regarding purchasing substance abuse services; (20) a description of how the State intends to monitor and evaluate the performance of substance abuse service providers in accordance with § 96.136; (21) a description of the State's overall goals for Block Grant expenditures, specific objectives under each goal, and the activities the State will carry out to achieve these objectives; and (22) such other information as the Secretary may, from time to time, require, consistent with the Paperwork Reduction Act. (h) The Secretary will approve an application which includes the assurances, the State plan and the report that satisfies the requirements of this part and the relevant sections of the PHS Act. As indicated above, the State is required to provide descriptions of the State's procedures to implement the provisions of the Act and the regulations. Unless provided otherwise by these regulations, the Secretary will approve procedures which are provided as examples in the regulations, or the State may submit other procedures which the Secretary 16 determines to reasonably implement the requirements of the Act. § 96.123 Assurances. (a) The application must include assurances that: (1) the State will expend the Block Grant in accordance with the percentage to be allocated to treatment, prevention and other activities as prescribed by law and, also, for the purposes prescribed by law; (2) the activities relating to intravenous drug use pursuant to § 96.126 will be carried out; (3) the TB services and referral will be carried out pursuant to § 96.127, as well as the early intervention services for HIV provided for in § 96.128, if a designated State; (4) the revolving funds to establish group homes for recovering substance abusers is in place consistent with the provisions of § 96.129 and the loans will be made and used as provided for by law; (5) [Reserved] (61 pregnant women are provided preference in admission to treatment centers as provided by § 96.131, and are provided interim services as necessary and as required by law; (7) the State will improve the process in the State for referrals of individuals to the treatment modality that is most appropriate for the 17 individuals, will ensure that continuing education is provided to employees of any funded entity providing prevention activities or treatment services, and will coordinate prevention activities and treatment services with the provision of other appropriate services as provided by § 96.132; (8) the State will submit an assessment of need as required by section 96.133; (9) the State will for such year maintain aggregate State expenditures by the principal agency of a State for authorized activities at a level that is not less. than the average level of such expenditures maintained by the State for the 2-year period preceding the fiscal year for which the State is applying for the grant as provided by 196.134; 0 0) the Block.Grant will not be used to supplant State funding of alcohol and other drug prevention and treatment programs; 01) for purposes of maintenance of effort pursuant to §§ 96.127(f), 96.128(f), and. 96.134, the State will calculate the base using Generally Accepted Accounting Principles and the composition of the base will be applied consistently from year to year; 0 2) the State.will for the fiscal year for which the grant is provided comply with the restrictions on the expenditure of Block Grant funds as provided by- § 96.135; 0 3) the State will make the State Plan public within the State in 18 such manner as to facilitate comment from any person (including any Federal or other public agency) during the development of the State Plan and after the submission of the State Plan (including any revisions) to the Secretary as provided by § 1941 of the PHS Act; (14) the State will for the fiscal year for which the grant is provided, provide for independent peer review to assess the quality, appropriateness, and efficacy of treatment services provided in the State to individuals under the program involved as required by § 96.136; 0 5) the State has in effect a system to protect from inappropriate disclosure patient records maintained by the State in connection with an entity which is receiving amounts from the grant; 0 6) the State will comply with chapter 75 of title 31, United States Code, pertaining to audits; and 0 7) the State will abide by all applicable Federal laws and regulations, including those relating to lobbying (45 C.F.R. Part 93), drug-free workplace (45 C.F.R. 76.600), discrimination (PHS Act § 1947), false statements or failure to disclose certain events (PHS Act § 1946), and, as to the State of Hawaii, services for Native Hawaiians (PHS Act § 1953). § 96.124 Certain allocations. 19 (a) States are required to expend the Block Grant on various activities in certairt proportions. Specifically, as to treatment and prevention, the State shall expend the grant as follows: (1) not less than 35 percent for prevention and treatment activities regarding alcohol; and (2) not less than 35 percent for prevention and treatment activities regarding other'drugs. (b) The States are also to expend the Block Grant on primary prevention,programs as follows: (1) Consistent with 11 96.125, the State shall expend not less than 20 percent for programs for individuals who do not require treatment for substance abuse, which programs— (1) educate and counsel the individuals on such abuse; and (ii) provide for activities to reduce the risk.of such abuse by the individuals; (2) The State shall, in carrying out paragraph (1)-- (i) give priority to programs for populations that are at risk of developing a pattern of such abuse; and (ii) ensure that programs receiving priority under subparagraph (b)(2)(i) develop community-based strategies for prevention of such abuse, including strategies to discourage the use of alcoholic beverages and tobacco products by individuals to 20 whom it is unlawful to.sell or distribute such beverages or products. (c) Subject to paragraph (d) of this section, a State is required to expend the Block Grant on women services as follows: (1) The State for fiscal year 1993 shall expend not less than five percent of the grant to increase'(relative to fiscal year 1992) the availability of treatment services designed for pregnant women and women with dependent children (either by establishing new programs or expanding the capacity of existing programs). The base for fiscal year 1993 shall be an amount equal to the fiscal year 1992 alcohol and drug services Block Grant expenditures and State expenditures for pregnant women and women with dependent children as described in subsection (e), and to this base shall be added at least 5 percent of the 1993 Block Grant allotment. The base shall be calculated using Generally Accepted. Accounting Principles and the composition of the base shall be.applied consistently from year to year. States shall report the methods used to calculate'their base for fiscal year 1992 expenditures on treatment for pregnant women and women with dependent children. (2) For fiscal year 1994, the State shall, consistent with subsection (c)(1), expend not less than five percent of the grant to increase (relative to fiscal year 1993) the availability of such services to pregnant women and women with dependent children. 21 (3) For grants beyond fiscal year 1994, the States shall expend no less than an amount equal to the amount expended by the State for fiscal year 1994. (d) Upon the request of a State, the Secretary may waive all or part of the requirement established in subsection (c) if the Secretary determines that.the State is providing an adequate level of services for this population. In determining whether an adequate!level of services is being provided the Secretary will review .the extent to which such individuals are receiving services. This determination may be supported by'a combination of criminal justice data, the.National Drug and Treatment Units Survey, statewide needs assessment data, waiting list data, welfare department data, including medicaid expenditures, or other State statistical data that are systematically collected. The Secretary will also consider the extent to which the State offers the minimum services required under § 96.124(s). The Secretary shall approve or deny a request for a waiver not later than 120 days after the date on which the request is made. Any waiver provided by the Secretary shall be applicable only to the fiscal year involved. (e) With respect to subsection (c), the amount set aside for such services shall be expended on individuals who have no other financial means of obtaining such services as provided in § 96.137. All programs providing such services will treat the family as a unit and therefore will admit both women and their children into treatment services, if appropriate. The State shall ensure that, at a minimum, treatment programs receiving funding for such services also provide or arrange for 22 the provision of the following services to pregnant women and women with dependent children, including women who are attempting to regain custody of their children: (1) primary medical care for women, including referral for prenatal care and, while the women are receiving such services, child care; (2) primary pediatric care, including immunization, for their children; (3) gender specific substance abuse treatment and other therapeutic interventions for women which may address issues of relationships, sexual and physical abuse and parenting, and child care while the women are receiving these services; (4) therapeutic interventions for children in custody of women in treatment which may, among other things, address their developmental needs, their issues of sexual and physical abuse, and neglect; and (5) sufficient case management and transportation to ensure that . women and their children have access to services provided by paragraphs (1) through (4). (f) Procedures for the implementation of subsections (c) and (e) will be developed in consultation with the State Medical Director for Substance Abuse Services. 96.125 Primary prevention. (a) For purposes of 1196.124, each State/Territory shall develop and implement a 23 comprehensive prevention program which includes a broad array of prevention strategies directed at.individuals not identified to be in need of treatment. The comprehensive program shall be provided either directly or through one or more -public or nonprofit private entities. The comprehensive primary prevention program shall include. activities and services provided in a variety of settings for both the general population; as well as targeting sub-groups who are at high risk for substance abuse.; (b) In implementing the prevention program the State shall use a variety of strategies, as appropriate for each target group, including but not limited to the following: . (1) Information Dissemination: This strategy provides awareness and knowledge of the nature and extent of alcohol, tobacco and drug use, abuse and addiction and their effects on individuals, families and - communities. ;It also provides knowledge and awareness of available prevention programs and services. Information dissemination is characterized by one-way communication from the source to the audience, with,limited contact between the two. Examples of activities conducted and methods used for this strategy include (but are not limited to) the following: (i) clearinghouse/information resource center(s); (ii) resource directories; (iii) media campaigns; (iv) brochures; 24 (v) radio/TV public service announcements; (vi) speaking engagements; (vii) health fairs/health promotion; and (viii) information lines. (2) Education: This strategy involves two-way communication and is distinguished from the Information Dissemination strategy by the fact that interaction between the educator/facilitator and the-participants is the basis of its activities. Activities under this strategy aim to affect. critical life and social skills, including decision-making, refusal skills, critical analysis (e.g. of media messages) and systematic judgment abilities. Examples of activities conducted and methods used for this strategy include (but are not limited to) the following: (1) classroom and/or small group sessions (all ages); (ii) parenting and family management classes; (iii) peer leader/helper programs; (iv) education programs for youth groups; and (v) children of substance abusers groups. (3) Alternatives: This strategy provides for the participation of target populations in activities that exclude alcohol, tobacco and other drug use. The assumption is that constructive and healthy activities offset the attraction to, or otherwise meet the needs usually filled by alcohol, tobacco and other drugs and would, therefore, minimize or 25 obviate resort to the latter. Examples of activities conducted and methods used for this strategy include (but are not limited to) the following: (i) drug free dances and parties; (ii) youth/adult leadership activities; (iii) community'drop-in centers; and (iv) community service activities. (4) Problem Identification and Referral: This strategy aims at identification of those who have indulged in illegal/age-inappropriate use of tobacco or alcohol and those individuals who have indulged in the first use of illicit drugs in order to assess if their behavior can be reversed through education. It should be noted, however, that this strategy does not include any activity designed to determine if a person is in need of treatment. Examples of activities conducted and methods used for this strategy include (but are not limited to) the following: (i) employee assistance programs; (ii) student assistance programs; and (iii) . driving while under the influence/driving while intoxicated education programs. (5) Community=Based Process: This strategy aims to enhance the ability of the community to more effectively provide prevention and 26 treatment services for alcohol, tobacco and drug abuse disorders. Activities in this strategy include organizing, planning, enhancing efficiency and effectiveness of services implementation, inter-agency collaboration, coalition building and networking. Examples of activities conducted and methods used for this strategy include (but are not limited to) the following: (i) community and volunteer training, e.g., neighborhood action training, training of key people in the system, staff/officials training; (ii) systematic planning; (iii) multi-agency coordination and collaboration; (iv) accessing services and funding; and (v) community team-building. (6) Environmental: This strategy establishes or changes written and unwritten community standards, codes and-attitudes, thereby influencing incidence and prevalence of the abuse of alcohol, tobacco and other drugs used in the general population. This strategy is divided into two subcategories to permit distinction between activities which center on legal and regulatory initiatives and those which relate to the service and action-oriented initiatives. Examples of activities conducted and methods used for this strategy shall include (but not be limited to) the following: 27 (i) promoting the establishment and review of alcohol, tobacco and drug use policies in schools; (ii) technical assistance to communities to maximize local enforcement procedures governing availability and distribution of alcohol, tobacco and other drug use; (iii) modifying alcohol and tobacco advertising . practices; and (iv) product pricing strategies. § 96.126 Capacity of; treatment for intravenous substance abusers.. .(a) In order to obtain,Block Grant funds, the State must require programs that receive funding under the grant and that treat individuals for intravenous substance abuse to provide to the State, upon reaching 90 percent of its capacity to admit individuals to the program, a notification of that fact within seven days. In carrying out this section, the State shall establish a capacity management program which reasonably implements this section -- that is, which.enables any such program to readily report to the State when it reaches 90 percent of its capacity -- and which ensures the maintenance of a continually updated record of all such reports and which makes excess capacity information available to such programs. (b) In order to obtain Block Grant funds, the State shall ensure that each individual who requests and is in need of treatment for intravenous drug abuse is admitted to 28 a program of such treatment not later than (1) 14 days after making the request for admission to such a program; or (2) 120 days after the date of such request, if no such program has the capacity to admit the individual on the date of such request and if interim services, including referral for prenatal care, are made available to the individual not later than 48 hours after such request. (c) In carrying out subsection (b), the State shall establish a waiting list management program which provides systematic reporting of treatment demand. The State shall require that any program receiving funding from the grant, for the purposes of treating injecting drug abusers, establish a waiting list that includes a unique patient identifier for each injecting drug abuser seeking treatment including those receiving interim services, while awaiting admission to such treatment. For individuals who cannot be placed in comprehensive treatment within 14 days, the State shall ensure that the program provide such individuals interim services as defined in § 96.121 and ensure that the programs develop a mechanism for maintaining contact with the individuals awaiting admission. The States'shall also ensure that the programs consult the capacity management system as provided in subsection (a) so that patients on waiting lists are admitted at.the earliest possible time to a program providing such treatment within reasonable geographic area. (d) In carrying out (b)(2), the State shall ensure that all individuals who request treatment and who can not be placed in comprehensive treatment within 14 days, are enrolled in interim services and those who remain active on a waiting list in 29 accordance with (c), are admitted to a treatment program within 120 days. If,a person cannot be located for admission into treatment or, if a person refuses treatment, such persons may be taken off the waiting list and need not be provided treatment within 120 days. For example, if such persons request treatment later, and space is_not available, they are to be provided interim services, placed on a waiting list and 'admitted to a treatment program within 120 days from the latter request. (e) The State shall require that any entity that receives funding for treatment services for intravenous drug abuse carry out activities to encourage individuals in need of such treatment to undergo such treatment. The States.shall require such entities to use outreach models that are scientifically sound, or if no such models are available which are applicable to the local situation, to use an approach which reasonably can be expected to be an effective outreach method. The model shall require that outreach efforts include the following: (1) selecting, training and supervising outreach workers; (2) contacting, communicating and following-up with high risk substance abusers, their associates, and neighborhood residents, within the constraints of Federal and State confidentiality requirements, including 42 C.F.R. Part 2; (3) promoting awareness among injecting drug abusers about the relationship between injecting drug abuse and communicable diseases such as HIV; 30 ' (4) recommend steps that can be taken to ensure that HIV transmission does not occur; and (5) encouraging entry into treatment. (f) The State shall develop effective strategies for monitoring programs compliance .with this section. States shall report-under the requirements of 196.1 22(g) on the specific strategies to be used to identify compliance problems and corrective actions to be taken to address those problems. § 96.127 Requirements regarding tuberculosis. (a) States shall require any entity receiving amounts from the grant for operating a program of treatment for substance abuse to follow procedures developed by the principal agency of a State for substance abuse, in consultation with the-State Medical Director for Substance Abuse Services, and in cooperation with the State Department of Health/Tuberculosis Control Officer, which address how the program -- (1) will, directly or through arrangements with other public or- nonprofit private entities, routinely make available tuberculosis services as defined in § 96.121 to each individual receiving treatment for such abuse; (2) in the case of an individual in need of such treatment who is denied admission to the program on the basis of the lack of the capacity of the program to admit the individual, will refer the • 31 individual to another providei of tuberculosis services; and (3) will implement infection control procedures established by the principal agency of a State for substance abuse, in cooperation with the State Department of Health/Tuberculosis Control Officer, which are designed to prevent the transmission of tuberculosis, including the following: (i) screening of patients; (ii) identification of those individuals who are at high.risk of becoming infected; and (iii) meeting all State reporting requirements while adhering to Federal and State confidentiality requirements, including 42 C.F.R. Part 2; and (4) will conduct case management activities to ensure that individuals receive such services. (b) The State shall develop effective strategies for monitoring programs compliance with this section. States shall report under the requirements of Ii 96.122(8) on the specific strategies to be used to identify compliance problems and corrective actions to be taken to address those problems. The principal agency, in cooperation with the State Department of Health/Tuberculosis Control Officer, shall also establish linkages with other health care providers to ensure that tuberculosis services are routinely made available. All individuals identified with active tuberculosis shall be reported to the appropriate State official as required by 32 . law and consistent with subsection (a)(3)(iii). (c) With respect to services provided for by a State for purposes of compliance with this section, the State shall maintain Statewide expenditures of non-Federal amounts for such services at a level that is not less than an average level of such expenditures.maintained by the State for the 2-year period preceding the first fiscal year for which the State receives such a grant. In making this determination, States shall establish a.reasonable funding base for fiscal year 1993. The base shall be calculated using Generally Accepted Accounting Principles and the composition of the base shall be applied consistently from year to year. § 96.128 Requirements regarding human immunodeficiency virus. (a) In the case of a designated State as described in (b), the State"shall do the following — (1) with respect to individuals undergoing treatment for substance abuse, the State shall, subject to paragraph (c) below, carry out one or more projects to make available to the individuals early intervention services for HIV disease as defined in § 96.121 at the sites:at which the individuals are undergoing such treatment; (2) for the purpose of providing such early intervention services through such projects, the State shall make available from the grant the amounts prescribed by section 1924 of the PHS Act; (3) the State shall, subject to paragraph (d), carry out such projects 33 only in geographic areas of the State that have the greatest need for the projects; (4) the State shall require programs participating in the project.to establish linkages with a comprehensive community resource network of related health and social services organizations to ensure a wide based knowledge of the availability of these services; and (5) the State shall require any entity receiving amounts from the Block Grant for operating a substance abuse treatment program to follow procedures developed by the principal agency of a State for substance abuse, in consultation with the State Medical Director for Substance Abuse Services, and in cooperation with. the State Department of Health/Communicable Disease Officer. (b) For purposes of this section, a "designated State" is any State whose rate of cases of acquired immune deficiency syndrome is 10 or more such cases per . 100,000 individuals.(as indicated by the number of such cases reported to and confirmed by the Director of the Centers for Disease Control for the most recent calendar year for which the data are available). (c) With respect to programs that provide treatment services for substance abuse, the State shall ensure that each such program participating in a project under paragraph (a) will be a program that began operation prior to the fiscal year for which the State is applying to receive the grant. A program that so began operation may participate in a project under (a) without regard to whether the 34 program has been providing early intervention services for HIV disease. Id) If the State plans to carry out 2 or more projects under paragraph (a), the State shall carry out one such project in a rural area of the State, unless the requirement is waived. The Secretary shall waive the requirement if the State certifies to the Secretary that: (1) the rate of cases Iof acquired immune deficiency syndrome is less than or equal to two such cases per 100,000 individuals in any rural area of the State, or there are so few infected persons that establishing a project in the area is not reasonable; or (2) there are no rural areas in the State as defined in § 96.121. (e) With respect to the provision of early intervention services for HIV disease to an individual, the State shall ensure that the entities comply with § 96.137 regarding payment and § 96.135 regarding restrictions on expenditure of grant.- The State shall also ensure that such services will be undertaken voluntarily by, and with the informed consent of, the individual, and undergoing such services will not be required as a condition of receiving treatment services for substance abuse or any other services. (f) With respect to services provided for a State for purposes of compliance with this section, the State shall maintain Statewide expenditures of non-Federal amounts for such services at a level that is not less than the average level of such expenditures maintained by the State for 2-year period preceding the first fiscal year for which the State receives such a grant. In making this determination, 3b States shall establish a reasonable base for fiscal year 1993. The base shall bb calculated using Generally Accepted Accounting Principles and the composition of the base shall be applied consistently from year to year. § 96.129 Revolving funds for establishment of homes in.which recovering substance abusers may reside. (a) The State shall establish and provide for the ongoing operation of a revolving fund as follows: (1) the purpose of the fund is to make loans for the costs of establishing programs for the provision of housing in which individuals recovering from alcohol and drug abuse may reside in groups of not less than six individuals; (2) not less than $100,000 will be available for the revolving fund; (3) loans made from the revolving fund do not exceed 54,000 and that each such loan is repaid to the revolving fund.not later than 2 years after the date on which the loan is made; (4) each such loan is repaid by such residents through monthly installments by the date specified in the loan agreement involved; (5) such loans are made only to nonprofit private entities agreeing that, in the operation of the program established pursuant to the loan -- (i) the use of alcohol or any illegal drug in the housing provided by the program will be prohibited; (ii) any resident of the housing who violates such prohibition 36 will be expelled from the housing; . (iii) the costs of the housing, including fees for rent and utilities, will be paid by the residents of the housing; and . (iv) the residents of the housing will, through a majority vote of the residents, otherwise establish policies governing residence in the housing, including the manner in.which applications for residence in the housing are approved; (6) States shall identify and clearly define legitimate purposes for Which the funds will be spent, such as first month's rent, necessary furniture (e.g., beds), facility modifications (e.g., conversion of basement into a game room or extra bedrooms), and purchase of amenities which foster healthy group living (e.g., dishwasher); - (7) in managing the revolving fund, the State and the financial entity managing the fund for the State shall abide by all Federal, State and local laws and regulations; (8) if the State decides to indirectly manage the fund using a private nonprofit entity as the fund management group, the State shall establish reasonable criteria for selecting the group, such as qualifications, expertise, experience, and capabilities of the group, and the State shall require that these entities abide by all Federal, State and local laws and regulations; (9) the State may seek assistance to approve or deny applications 37 from entities that meet State-established criteria; (10) the State shall set reasonable criteria in determining the eligibility of prospective borrowers such as qualifications, expertise, capabilities, the acceptably of a proposed plan to use the funds and operate the house, and an assessment of the potential borrower's ability.to pay back the funds; (11) the State shall establish a procedure and process for applying for a loan under the program which may include completion of the application, personal interviews and submission of evidence to support eligibility requirements, as well as establish a written procedure for repayment which will set forth reasonable penalties for late or missed payments and liability and recourse for default; .... ...... 0 2) the State shall provide clearly defined written instructions to applicants which.lays out.timeliness, milestones, required documentation, notification of reasonable penalties for late or missed payments and recourse for default, notification on legitimate purposes for which the loan may be spent, and other procedures required by the State; and 0 3) the State,shall keep a written record of the number of loans and amount of loans provided, the identities of borrowers and the repayment history of each borrower and retain it for three years. (b) The requirements established in subsection (a) shall not apply to any territory of the United States other than the Commonwealth of Puerto Rico. 38 § 96.131 Treatment services for pregnant women. (a) The State is required to, in accordance with this section, ensure that each pregnant woman in the State who seeks or is referred forand. would benefit from such services is given preference in admissions to treatment facilities receiving funds pursuant to the grant. In carryingout this section, the. State shall require all entities that serve women and who receive such funds to provide preference to pregnant women. Programs which serve an injecting drug abuse population and who receive Block Grant funds shall give preference to treatment as follows: (1) pregnant injecting drug users; (2) pregnant substance abusers; (3) injecting drug users; and (4) all others. (b) The State will, in carrying out this provision publicize the availability to such women of services from the facilities and the fact that pregnant women receive "such preference. This may be done by means of street outreach programs, ongoing public service announcements (radio/television), regular advertisements in local/regional print media, posters placed in targeted areas; and frequent notification`of availability of such treatment distributed to the network of community based organizations, health care providers, and social service agencies. (c) The State shall in carrying out subsection (a) require that, in the event that a treatment facility has insufficient capacity to provide treatment services to any such pregnant woman. who seeks the services from the facility, the facility refer 39 the woman to the State. This may be accomplished by establishing a capacity management program, utilizing a toll-free number, an automated reporting system and/or other mechanisms to ensure that pregnant women in need of such services are referred as appropriate. The State shall maintain a continually updated system to identify treatment,capacity for any. such pregnant.women and will establish a mechanism for matching the woman in need of such services with a treatment facility that has the capacity to treat the woman. (d) The State, in the case of each pregnant woman for whom a referral under subsection (a) is made to the State— (1) will refer the woman to a treatment facility that has the capacity to provide treatment services to the woman; or (2) will, if no treatment facility has the capacity to admit the woman, make available interim services, including a referral for prenatal care, available to the woman not later than 48 hours after the woman seeks the treatment services. (e) Procedures for the implementation of this section shall be developed in consultation with the State Medical Director for Substance Abuse Services. (f) The State shall develop effective strategies for monitoring programs compliance with this section. States shall report under the requirements of Ii 96.122(8) on the specific strategies to be used to identify compliance problems and corrective actions to be taken to address those problems. 40 § 96.132 Additional agreements. (a) With respect to individuals seeking treatment services, the State is required to Improve (relative to fiscal year 1992) the process in the State for referring the individuals to treatment facilities that can provide to the individuals the treatment modality that is most appropriate for the individuals. Examples of how this.may be accomplished include the development and implementation of a capacity management/waiting list management system; the utilization of a toll-free number for programs to report available capacity and waiting list data; and the utilization of standardized assessment procedures that facilitate the referral process. (b) With respect to any facility for treatment services or prevention activities that is receiving amounts from a Block Grant, continuing education in such services or activities (or both, as the case may be) shall be made available to employees of the facility who provide the services or activities. The States will ensure that such programs include a provision for continuing education for employees of the facility in its funding agreement. (c) The State shall coordinate prevention and treatment activities with the provision of other appropriate services (including health, social, correctional and criminal justice, educational, vocational rehabilitation, and employment services). In evaluating compliance with this section, the Secretary will consider such factors as the existence of memoranda of understanding between various service providers/agencies and evidence that the State has included prevention and treatment services coordination in its grants and contracts. (d) Upon the request of a State, the Secretary may provide to a State a waiver of • 41 any or all of the requirements established in subsections (a), (b) and (c), if the Secretary determines that, with respect to services for the prevention and treatment of substance abuse, the requirement involved is unnecessary for maintaining quality in the provision of such services in the State. In evaluating whether to grant or deny a.waiver, the Secretary will rely on information drawn from the independent peer review/quality assurance activities conducted by the State. For example, a State may be eligible for a waiver of the requirement of subsection (a) if a State already has a well developed process for referring individuals to treatment facilities that can provide to the individuals the treatment modality that is most appropriate for the individuals. The Secretary will approve or deny a request for a waiver not later than 120 days after the date on which the request is made. Any waiver provided by the Secretary for subsections (a), (b) and (c) will be applicable only to the fiscal year involved. (e) The State is also required to have in effect a system to protect from inappropriate disclosure patient records maintained by the State in connection with an activity funded under the program involved or by any entity which is receiving amounts from the grant and such system shall be in compliance with all applicable State and Federal laws and regulations, including 42 C.F.R. Part 2. This system shall include provisions for employee education on the confidentiality requirements and the fact that disciplinary action may occur upon inappropriate disclosures. This requirement cannot be waived. 42 § 96.133 Submission to Secretary of Statewide assessment of needs. (a) The State is required to submit to the Secretary an assessment of the need in the State for authorized activities, both by locality and by.-the State in general. The State is to provide a broad range of information which includes the following: (1) The State is to submit data which shows the incidence and prevalence in the State of drug abuse and the incidence and prevalence in the State of alcohol abuse and alcoholism. For fiscal years 1993 through 1996, the State shall submit its best available data on the incidence and prevalence of drug and alcohol abuse and'alcoholism. The State shall also provide a summary describing the weaknesses and bias in the data and a description on how the State plans to strengthen the data in the future. (2) The State shall provide a description on current substance abuse prevention and treatment activities: i) For fiscal year 1993, the State shall provide its best available data on current prevention and treatment activities in the State in such detail as it finds reasonably practicable given its own data collection activities and records. ii) For fiscal years 1994 and subsequent years, the State shall provide a detailed description on current prevention and treatment activities in the State. This report shall include a detailed description of the intended use of the funds relating to prevention and treatment, as well as a description of treatment capacity. As to primary prevention 43 activities, the activities must be broken down by strategies used, 'such as those-provided in section 96.125, including the specific activities conducted. The State shall provide the following data if available: the specific risk factors being addressed by activity; the age, race/ethnicity and gender of the population being targeted by the prevention activity; and the community size and type where the activity is carried out. As to all treatment and prevention activities, including primary prevention, the State shall provide the identities of the entities that provide the services and describe the services •provided. The State shall submit information on treatment utilization to describe the type of care and the utilization according to primary diagnosis of alcohol or drug abuse,.or a dual diagnosis of drug and alcohol abuse. (3) The State may describe the need for,technical assistance to carry out Block Grant activities, including activities relating to the collection of incidence and prevalence data identified in subsection (a)(1). (4) The State shall establish goals and objectives for improving substance abuse treatment and prevention activities and shall report activities taken in support of these goals and objectives in its application. (5) The State shall submit a detailed description on the extent to which the availability of prevention and treatment activities is insufficient to meet the need for the activities, the interim services to be made available under 44 ' sections 96.126 and 96.131, and the manner in which such services are to be so available. Special attention should be provided to the following groups: (i) pregnant addicts; (ii) women who are addicted and who have dependent children; (iii) injecting drug addicts; and (iv) substance abusers infected with HIV or who have tuberculosis. Documentation describing the results of the State's management information system pertaining to capacity and waiting lists shall also be submitted, as well as a summary of such information for admissions and, when available, discharges. As to prevention activities, the report shall include a description of the populations at risk of becoming substance abusers. § 96.134 Maintenance of effort regarding State expenditures. (a) With respect to the principal agency of a State for carrying out authorized activities, the agency shall for each fiscal year maintain aggregate State expenditures by the principal agency for authorized activities at a level that is not less than the average level of such expenditures maintained by the State for the two year period preceding the fiscal year for which the State is applying for the grant. The Block Grant shall not be used to supplant State funding of alcohol and other drug prevention and treatment programs. (b) Upon the request of a State, the Secretary may waive all or part of the 45 requirement established in (a) if the Secretary determines that extraordinary ' economic conditions in the State justify the waiver. The State involved must submit information sufficient for the Secretary to make.the determination, including the nature of the extraordinary economic circumstances, documented evidence and appropriate data to support the claim, and documentation on the year for which the State seeks the waiver.' The Secretary will approve or deny a request for a waiver not later than 120 days after the date on which the request is made. Any waiver provided by the Secretary shall be applicable only to the fiscal year involved. "Extraordinary economic conditions" mean a financial crisis in which the total tax revenue declines at least one and one-half percent, and either (1) unemployment increases by at least one percentage point, or (2) employment declines by at least one and one-half percent. (c) In making a Block,Grant to a State for a fiscal year, the Secretary shall make a determination of whether, for the previous fiscal year or years, the State maintained material compliance with subsection (a). If the Secretary determines that a State has failed,to maintain such compliance, the Secretary shall reduce the amount of the allotment for the State for the fiscal year for which the grant is being made by an amount equal to the amount constituting such failure for the previous fiscal year. (d) The Secretary may make a Block Grant for a fiscal year only if the.State involved submits to the Secretary information sufficient for the Secretary to make the determination required in subsection (a), which includes the dollar amount 46 reflecting the aggregate State expenditures by the principal agency for authorized activities.for the two State fiscal years preceding the fiscal year for which the State is applying for the grant. The base shall be calculated using Generally Accepted Accounting Principles and the composition of the base shall be applied consistently from year to year. 196.135 Restrictions on expenditure of grant. (a) The State shall not expend.the Block Grant on the following activities: (1) to provide inpatient hospital services, except as provided in subsection (c); (2) to make cash payments to intended recipients of health services; (3) to purchase or improve land, purchase, construct, or permanently improve (other than minor remodeling) any building or other facility, or purchase major medical equipment; (4) to satisfy any requirement for the expenditure of non-Federal funds as a condition for the receipt of Federal funds; (5) to provide financial assistance to any entity other than a public or nonprofit private entity; or (6) to provide individuals with hypodermic needles or syringes so that such individuals may use illegal drugs, unless the Surgeon General of the Public Health Service determines that a demonstration needle exchange program would be effective in reducing drug abuse and the risk that the public will . _ 47 become infected with the etiologic agent for AIDS. (b) The State shall limit expenditures on the following: (1) the State involved will not expend more than 5 percent of the grant to pay the costs of administering the grant; and (2) the, State will not, in expending the grant for the purpose of.providing treatment services in'penal or correctional institutions of the State, expend more than an amount prescribed by section 1931(a)(3) of the PHS Act. (c) Exception regarding inpatient hospital services. (1) With respect to compliance with the agreement made under subsection (a), a State (acting through the Director of the principal agency) may expend a grant for inpatient hospital-based substance abuse programs subject to the limitations of subsection.(c)(2) only when it has been determined by a physician that: (i) the primary diagnosis of the individual is substance abuse, and the physician certifies this fact; (ii) the individual cannot be safely treated in a community-based, nonhospital, residential treatment program; (iii) the service can reasonably be expected to improve an individual's condition or level of functioning; (iv) the hospital-based substance abuse program follows national standards of substance abuse professional $$ practice; and ' (2) In the case of an individual for whom a grant is expended to provide inpatient hospital services described above, the allowable expenditure shall conform to the following: (i) the daily rate of payment provided to the hospital for providing the services to the individual will not exceed the comparable daily rate provided for community-based, nonhospital, residential programs of treatment for substance abuse; and (ii) the grant may be expended for such services only to the extent that it is medically necessary, i.e., only for those days that the patient cannot be safely treated in a residential, community-based program. (d) The Secretary may approve a waiver for construction under subsection (a)(3) within a 120 days after the date of a request only if: (1) the State demonstrates to the Secretary that adequate treatment cannot be provided through the use of existing facilities and that alternative facilities in existing suitable buildings are not available; (2) the State has carefully designed a pian that minimizes the costs of renovation or construction; (3) the State agrees, with respect to the costs to be incurred by the State in carrying out the purpose of the waiver, to make available 49 non-Federal contributions in cash toward such costs in an amount equal to not less than $1 for each $1 of Federal funds provided under the Block Grant; and (4) the State submits the following to support subsections (b)(1), (2) and (3), above: (i) documentation to support paragraph (1), such as local needs assessments, waiting lists, survey data and other related information; (ii) a brief description of the project to be funded, including the type(s) of services to be provided and the projected number of residential and/or outpatient clients to be served; (iii) the specific amount of Block Grant funds to be used for this project; (iv) the number of outpatient treatment slots planned or the number of residential beds planned, if applicable; (v) the estimate of the total cost of the construction or rehabilitation (and a description of how these estimates were determined), based on an independent estimate of said cost, using standardized measures as determined by an appropriate State construction certifying authority; NO an assurance by the State that all applicable National 50 le.g., National.Fire Protection Association, Building Officials and Codes Administrators International), Federal (National Environmental-Policy Act), State, and local standards for construction or rehabilitation of health care facilities will be complied with; (vii) documentation of the State's commitment to obligate these funds by the end of the first year in which the funds are available, and that such funds must be expended by the end of the second year (section •1914(a)(2) of the PHS Act); (viii) a certification that there is public support for a waiver, as well as a description of the procedure used (and the results therein) to ensure adequate comment from the general public and the appropriate State and local health planning organizations, local governmental entities and public and private-sector service providers that may be impacted by the waiver request; (ix) evidence that a State is committed to using the proposed new or rehabilitated substance abuse facility for the purposes stated in the request for at least 20 years for new construction and at least 10 years for rehabilitated facilities; _ 51 (x) an assurance that, if the facility ceases to be used for such services, or if the facility is sold or transferred for a purpose,inconsistent with the State's waiver request, monies will be returned to the Federal Government in an amount proportionate to the. Federal assistance provided, as it relates to the value of the facility at the time services:cease or the facility sold or transferred; (xi) a description of the methods used to minimize the costs of the construction or rehabilitation, including documentation of the costs of the residential facilities in the local:area or other appropriate equivalent sites in the State; (xii) an assurance that the State.shall comply with the matching requirements of subsection (d)(3); and (xiii) any other information the Secretary may determine to be appropriate. 11 96.136 Independent peer review. (a) The State shall for the fiscal year for which the grant is provided, provide for independent peer review to assess the quality, appropriateness, and efficacy of treatment services provided in the State to individuals under the program involved, and ensure that at least 5 percent of the entities providing services in the State 52 under such program are reviewed. The programs reviewed shall be representative of the total population of such entities. (b) The purpose ofi independent peer review is to review the quality and appropriateness of treatment services. The review will focus on treatment programs and the substance abuse service system rather than on the individual practitioners. The intent of the independent peer review process is to continuously improve the treatment services to alcohol and drug abusers within the State system. "Quality," for purposes of this section, is the provision of treatment services which, within the constraints of technology, resources, and patient/client circumstances, will meet accepted standards and practices which will improve patient/client health and safety status in the context of recovery. "Appropriateness," for purposes of this section, means the provision of treatment services consistent with the individual's identified clinical needs and level of functioning. (c) The independent peer reviewers shall be individuals with expertise in the field of alcohol and drug abuse treatment. Because treatment services may be provided by multiple disciplines, States will make every effort to ensure that individual peer reviewers are representative of the various disciplines utilized by the program under review. Individual peer reviewers must also be knowledgeable about the modality being reviewed and its underlying theoretical approach to addictions treatment, and must be sensitive to the cultural and environmental issues that may influence the quality of the services provided. 53 (d) As part of the independent peer review, the reviewers shall review a representative sample of patient/client records to determine quality and appropriateness of,treatment services, while adhering to all Federal and State confidentiality requirements, including 42 C.F.R. Part 2. The reviewers shall examine the following; (1) admission criteriarihtake process; (2) assessments; (3) treatment planning, including appropriate referral, e.g., prenatal care and tuberculosis and HIV services; (4) documentation of implementation of treatment services; (5) discharge and continuing care planning; and (6) indications of treatment outcomes. (e) The State shall ensure that the independent peer review will not involve practitioners/providers reviewing their own programs, or programs in.which they have administrative oversight, and that there be a separation of peer review personnel from funding decisionmakers. In addition, the State shall ensure that independent peer review is not conducted as part of the licensing/certification process. (f) The States shall develop procedures for the implementation of this section and such procedures shall be developed in consultation with the State Medical Director for Substance Abuse Services. 54 96.137 Payment schedule. (a) The Block Grant money that may be spent for sections 96.124(c) & (e), 96.127 and-96.128 is governed by this section which ensures that the grant will be the "payment of last resort." The entities that receive funding under the Block Grant and provides services required by the above-referenced sections shall make every reasonable effort, including the establishment of systems for eligibility determination, billing, and collection, to: (1) collect reimbursement for the costs of providing such services to persons who are entitled to insurance benefits under the Social Security Act, including programs under title XVIII and title XIX, any State compensation program, any other public assistance program for medical expenses, any grant program, any private health insurance, or any other benefit program; and (2) secure from patients or clients payments for services in accordance with their ability to pay. EXHIBIT C EXHIBIT C MISCELLANEOUS REQUIREMENTS AND INFORMATION Cl SCHOOLS AND COMMUNITIES PRIMARY PREVENTION PROGRAM (SCPPP) FUNDS REQUIREMENTS C2 DRUG FREE SCHOOLS AND COMMUNITIES (DFSC) FUNDS REQUIREMENTS C3 DRIVING UNDER THE INFLUENCE PROGRAM REQUIREMENTS C4 PERINATAL SERVICES NETWORK (PERINATAL SERVICES STANDARDS) C5 SERVICES TO DEPARTMENT OF CORRECTIONS CLIENTS C6 FRIDAY NIGHT LIVE AND CLUB LIVE PROGRAM REQUIREMENTS C7 REQUIREMENTS FOR DATA BY DATE C8 NONDISCRIMINATION CLAUSE - STANDARD FORM 17A • EXHIBIT C1 SCHOOL-COMMUNITY PRIMARY PREVENTION PROGRAM (SCPPP) 1. Expenditures of SCPPP funds are limited to those programs identified in Health and Safety Code Section 11965 . 5. 2 . The County Drug Program Administrator and the County Office of Education shall designate units with primary responsibility for planning and administering the SCPPP. These units shall work together on a cooperative basis to review and develop the local SCPPP plan. 3 . The County must maintain on file: certification that the proposed use of funds for SCPPP has been reviewed by the County Office of Education evidence that there has been coordination with existing successful programs in the development of the use of SCPPP funds, and assurance of maintenance of current efforts in order to preclude the use of funds to support existing programs a statement of measurable goals and objectives for each program evidence of the intent and capability of the county to provide for the needs of ethnic minorities and other underserved groups. 4 . No more than five percent of the SCPPP funds may be used for administrative costs. EXHIBIT C2 Federal Drug Free Schools and Communities Act (DFSC) Funds 1. Drug/Alcohol Program Funds a. Expenditure Limitations and Restrictions [DFSC Act Sections 5122 and 5123 , as amended by P.L. 100-690, P.L. 101-226, and P.L. 101-647] (20 USC secs. 3192 et seq. ) (This requirement applies only to county High- Risk Youth Set-Aside and School-Based Prevention programs. ) (1) The expenditure of DFSC funds for drug prevention and intervention activities are limited to services for "high-risk youth. " The term "high-risk youth" is defined by federal statute [DFSC Act Section 5122 (b) ] as an individual who has not attained the age of 21 years, who is at high risk of becoming or who has been a drug or alcohol .abuser, and who: (a) is a school dropout; (b) has experienced repeated failure in school ; (c) has become pregnant; (d) is economically disadvantaged; (e) is the child of a drug or alcohol abuser; (f) is a victim of physical, sexual, or psychological abuse; (g) has committed a violent or delinquent act; (h) has experienced mental health problems; (i) has attempted suicide; (j ) has experienced long-term physical pain due to injury; or (k) is a juvenile in a detention facility within the state. (These requirements apply to all DFSC-funded programs. ) (2) School-based services provided under DFSC funding must allow for equitable participation of private school children (34 CFR, Subtitle A, Section 76. 650) . Upon request of the State, schools shall make available a copy of their school or school district policy which allows for the participation of private school children in publicly-funded programs. (3) DFSC funds must be accounted separately and reconciled to actual cost principles in OMB Circular A-87 for the federal fiscal year period. (4) Not more than 2 1/2 percent of the DFSC funds may be used for county alcohol/drug program administrative costs. (5) DFSC funds shall be used to supplement and increase the level of local funds that would, in the absence of such federal funds, be made available for the programs and activities for which funds are provided. DFSC funds cannot be used to supplant local funds. (6) The terms and conditions of the DFSC Act specify that the funds are subject to 34 CFR, Parts: 74 , 76, 77, 79 , 80, and 45 CFR 75.561-75.568 . Specific attention should be paid to 34 CFR Part 80, Sections 80.20 (Accounting Records) , 80. 22 (Allowable Cost Criteria) , 80. 36 (Contract Provisions) , 80.42 (Retention and Access Requirements for Records) , and 80.43 (Enforcement) . Programs funded under the DFSC Act are subject to the Non-Regulatory Guidance for Implementing Part B of the DFSC Act (NRG) . b. Program Requirements (1) High-Risk Youth Set-Aside and School-Based Prevention Programs only:. (a) Not more than 10 percent of participants in high-risk youth programs may be individuals who are not high-risk youth. Counties shall provide information on how their programs) have targeted and involved high-risk youth, and what methods have been used to assure that participation of high-risk youth meets or exceeds this 90 percent requirement. [DFSC Act Section 5122 (b) (3) , and Section 5127 (a) (3) . ] (2) All programs: (a) Counties shall have on file a description of how their programs will coordinate, when feasible, alcohol and drug abuse programs with youth suicide prevention programs. (b) How their programs have been modeled after programs which have been demonstrated to be effective. [DFSC Act Section 5122 (c) (2) ] ; and (c) What methods have been used to evaluate the effectiveness of their DFSC-funded programs, and the evaluation findings. [DFSC Act Section 5127 (a) (3) (G) ] . C. High-Risk Youth Programs which may be funded under the DFSC Grant (i.e. High-Risk Youth Set-Aside and School-Based Prevention programs) [DFSC Act Section 5122 (b) (1) ] Funding under this category may be used to support innovative community-based programs of coordinated services that are designed for high-risk youth. Such programs shall include the use of strategies to improve skills of youth such as vocational and educational counseling and job skills training. Priority shall be given to assisting community action agencies, community-based organizations, parent groups, and other entities which are representative of communities or significant segments of communities and which have the capability to provide such services. d. Other programs which may be funded under the DFSC Grant [DFSC Act Section 5122 (a) ] Funding under this category may be used to support parent groups, community action agencies, community-based organizations, and other public entities and private nonprofit entities for the development and implementation of programs and activities such as: (1) local broadly-based programs for drug and alcohol abuse prevention, early intervention, rehabilitation referral, and education for all age groups; (2) training programs concerning drug abuse education and prevention for teachers, counselors, other educational personnel, parents, local law enforcement officials, judicial officials, other public service personnel, and community leaders; (3) the development and distribution of educational and information materials to provide information (through media and otherwise) for the purpose of achieving a drug-free society; (4) technical assistance to help community-based organizations and local and intermediate educational agencies and consortia in the planning and implementation of drug abuse prevention, early intervention, rehabilitation referral, and education programs; (5) activities to encourage the coordination of drug abuse education and prevention programs with related community efforts and resources, which may involve the use of a broadly representative State advisory council including members of the state board of education, members of local boards of education, parents, teachers, counselors, health and social service professionals, and others having special interest or expertise; (6) other drug abuse education and prevention activities consistent with the purposes of this title, which may include a youth suicide prevention program; (7) intrastate drug and alcohol abuse education and prevention centers for providing outreach, consultation, training, and referral services to schools, organizations, and members of the community; (8) to promote, establish, and maintain drug-free school zones for schools within the State. EXHIBIT C3 DRIVING UNDER THE INFLUENCE PROGRAMS Counties are limited to assessing an amount no greater than five percent of gross participant fees annually for their administration and monitoring of the driving under the influence programs. The State may approve requests that exceed the five percent limitation upon receipt of justification of actual costs and services. If the County budgets' more than five percent of gross participant fees annually for administration and monitoring of driving under the influence programs, the County shall include a copy of the approved waiver request from the State. Such approval is only given for one fiscal year, and the County must obtain approval for any subsequent year. Driving Under the Influence Programs may combine their budgets for first offender, 18-month and 30-month programs that operate at the same location/facility. Separate budgets are required for each location/facility when a single license has been issued for programs that operate at different locations/facilities. The County shall monitor driving under the influence programs no less frequently than once every six months. The County may not utilize State or Federal funds to establish or administer Driving Under the Influence Program services unless the County has a .population of . 20, 000 or less and is granted an exception by the Driving Under the Influence Program Branch. EXIMIT C4 PERINATAL SERVICES NETWORK REQUIREMENTS Effective July 1, 1993 , the Perinatal Treatment Expansion Program (PTEP) , Federal Perinatal Set-Aside, and Options for Recovery programs were combined to form the Perinatal Services Network. By authority of Health and Safety Code section 11755 (1) , all perinatal programs must now operate under uniform program guidelines which will ' be provided under separate cover. w EXHIBIT C5 SERVICES TO DEPARTMENT OF CORRECTIONS CLIENTS PAROLEE SERVICES NETWORK PROJECTS 1. Parolee Services Projects are funded with monies from the California Department of Corrections. Participating counties must return to the State all unspent Project funds at the end of each Fiscal Year. Counties may not retain these funds. 2. Participating counties must submit, for approval, Project workplans pursuant to Exhibit C7. The form, entitled "PAROLEE SERVICES NETWORK PROJECTS PROJECT COUNTY WORK PLAN" , is forwarded under separate cover. 3 . Participating counties must submit monthly activity reports in compliance with the requirements of Exhibit C7. 4. Participating counties must submit quarterly Expenditure Reports in compliance with the requirements of Exhibit C7. .5. Participating counties must monitor utilization rates for project services and redirect allocated funds, between approved providers, as needed to maximize utilization of services. 6. Participating counties are responsible for coordination of services and data collection pursuant to the Interagency Agreement between the California Department of Corrections (CDC) and the Department of Alcohol and Drug Programs (ADP) , as reflected in the Workplan guidelines forwarded to the participating counties under separate cover. FEMALE OFFENDER TREATMENT PROJECT 1. Participating counties must submit, for approval, Project workplans pursuant to Exhibit C7. The form, entitled" FEMALE OFFENDER TREATMENT PROJECT COUNTY WORK PLAN" is forwarded under separate cover. 2 . Participating counties must submit monthly activity reports in compliance with the requirements of Exhibit C7. R J J 3 . Participating counties must monitor utilization rates for project services and redirect allocated funds, between approved providers, as needed to maximize utilization of services. 4. Participating counties are responsible for coordination of services and data collection, as reflected in the Workplan guidelines which will be forwarded to the participating counties under separate cover. EXHIBIT C6 FRIDAY NIGHT LIVE/CLUB LIVE PROGRAM REQUIREMENTS 1. ADP funds allocated for Friday Night Live (FNL) and Club Live (CL) may be used only for items directly related to the operation of the FNL/CL Program. 2. The California Office of Traffic Safety (OTS) has awarded a grant to ADP to match ADP funds allocated for CL Programs for a maximum of two years per county. OTS funds may not be used for administrative overhead. 3 . In the past, Budget Act language has required that, in the development of new FNL and CL Programs, priority for the establishment of programs be targeted toward high-risk schools and their surrounding communities. If this requirement is included in the Budget Act language for any fiscal year for which this contract is applicable, then counties will be responsible for ensuring compliance. EXHIBIT REOUIREMENTS FOR DATA BY DATE NAME OF FORM DUE DATE COST REPORT(S) ANNUALLY NOVEMBER 1 -------------------------------------------------------------------------------- QUARTERLY UTILIZATION REPORT(S) JUL-SEPT NOVEMBER 30 - ALCOHOL AND DRUG' SERVICES OCT-DEC FEBRUARY 28 - PERINATAL SERVICES JAN-MAR MAY 31 - PAROLEE SERVICES/ APR-JUN AUGUST 30 - FEMALE OFFENDER PROJECT --------------------------------------------------------------------------------- QUARTERLY FEDERAL CASH QUARTERLY OCTOBER 31 TRANSACTION REPORT(S) (ADP 7340) JANUARY 31 APRIL 30 JULY 31 ------------------------------------------------------------------------7-------- CALIFORNIA ALCOHOL AND DRUG DATA SYSTEM MONTHLY 10 DAYS AFTER REPORT (CADDS) MONTH - PROVIDER SUMMARY REPORT (ADP__.7365) - PARTICIPANT RECORD (ADP 7360) --------------------------------------------------------------------------------- DRUG ABUSE TREATMENT ACCESS REPORT MONTHLY 10 DAYS AFTER REPORT (DATAR) (ADP 7250) MONTH ---------------------'---------------------------------------------------7-------- NATIONAL DRUG AND ALCOHOLISM TREATMENT ANNUALLY OCTOBER UNIT SURVEY (NDATUS) (ADM 515, PAGES 1-5 AND ATTACHMENTS) --------------------------------------------------------------------------------- PERINATAL SERVICES MONTHLY REPORT MONTHLY 30 DAYS AFTER REPORT MONTH --------------------------------------------------------------------------------- PERINATAL SERVICES SUPPLEMENTAL INFANT MONTHLY 30 DAYS AFTER REPORT DATA FORM MONTH --------------------------------------------------------------------------------- COUNTY MONTHLY ACTIVITY REPORT - MONTHLY 30 DAYS AFTER REPORT FEMALE OFFENDER PROJECT MONTH -------------------------------------------------------------------------------- a COUNTY. MONTHLY ACTIVITY REPORT - MONTHLY 30 DAYS AFTER REPORT PAROLEE SERVICE PROJECT MONTH -------------------------------------------------------------------------------- PAROLEE SERVICE PROJECT QUARTERLY 60 DAYS AFTER REPORT QUARTERLY ACTUAL EXPENDITURE REPORT QUARTER -------------------------------------------------------------------------------- CHARACTERISTICS OF PERSONS TO BE ANNUALLY DECEMBER 1 SERVED (ADP 7227A AND ADP 7227B) --------------------------------------------------------------------------------- PREVENTION STRATEGY REPORT (ADP 7235) ANNUALLY DECEMBER 1 --------------------------------------------------------------------------------- PROGRAM DESCRIPTION (ADP 7229) ANNUALLY DECEMBER 1 ------------------------------------------------------------------------------- REPORTS TO SUPPORT SECTION ANNUALLY FEBRUARY 1 25, SUBDIVISION E ---------------------------------------------------------------------------=---- Other data identified in the contract as requested. A prATE OFtAUFORW-k EXHIBIT CS NONDISCRIMINATION CLAUSE (OCP-1) STD.17A(REV.2.9M ; 1. During the performance of this contract,contractor and its subcontractors shall not unlawfully discriminate, harass or allow harassment,against any employee or applicant for employment because of sex,race,color, ancestry, religious creed,national origin,physical disability('including HN and AIDS),mental disability, medical condition(cancer), age (over 40),marital status, and denial of family care leave. Contractors and subcontractors shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act(Government Code,Section 12900 et seq.)and the applicable regulations promulgated thereunder(California Code of Regulations,Title 2,Section 7285.0 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code,Section 12990(a-f),set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations are incorporated into this contract by reference and made a part hereof as if set forth in full. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. 2. This contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract. EXHIBIT C EXHIBIT C MISCELLANEOUS REQUIREMENTS AND INFORMATION C1 SCHOOLS AND COMMUNITIES PRIMARY PREVENTION PROGRAM (SCPPP) FUNDS REQUIREMENTS C2 DRUG FREE SCHOOLS AND COMMUNITIES (DFSC) FUNDS REQUIREMENTS C3 DRIVING UNDER THE INFLUENCE PROGRAM REQUIREMENTS C4 PERINATAL SERVICES NETWORK (PERINATAL SERVICES STANDARDS) C5 SERVICES TO DEPARTMENT OF CORRECTIONS CLIENTS C6 FRIDAY NIGHT LIVE AND CLUB LIVE PROGRAM REQUIREMENTS C7 REQUIREMENTS FOR DATA BY DATE CS NONDISCRIMINATION CLAUSE - STANDARD FORM 17A This Page Left Intentionally Blank