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THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
Adopted this Order on February 15 . 1994 by the following vote:
AYES: Supervisors Smith, Bishop, McPeak, Torlakson and Powers
NOES: None
ABSENT: None
ABSTAIN: None
SUBJECT: Grand Jury Report Entitled "Employee Wellness Program
and Contra Costa Club Funds Lack Accountability" .
IT IS BY THE BOARD ORDERED that the Grand Jury Report
entitled "Employee Wellness Program and Contra Costa Club Funds
Lack Accountability" is REFERRED to the County Administrator and
the Finance Committee.
bgreby Certify Inst this is a truo and correct copy of
an action taken and entered on the minutes of the
Board of Supe onthe date shown
ATTESTED:
PHIL TCHELOR.CI r of th Board
Superviso and Coun y mmistrator
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By .Deputy
cc: County Administrator
Finance Committee
t
A REPORT BY
THE 1993-94 CONTRA COSTA COUNTY GRAND JURY
1020 Ward Street
Martinez, CA 94553
(510)646-2345
Report No. 9401
EMPLOYEE WELLNESS PROGRAM
AND CONTRA COSTA CLUB FUNDS
LACK ACCOUNTABILITY
Approved by the Grand Jury:
Date:
i h M. Mullin
Grand Jury For
Accepted for 'ling:
D e: L
Richard . Amason
Judge of the Superior Court
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SECTION 933(c) OF THE CALIFORNIA PENAL CODE
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Sec. 933. Findings and recommendations; continent of
governing bodies, elective officers, or agency heads.
(c) No later than 90 days after the grand jury submits a
final report on the operations of any public agency subject
to its reviewing authority, the governing body of the public
agency shall comment to the presiding judge of the superior
court on the findings and recommendations pertaining to
matters under the control of the governing body, and every
elective county officer or agency head for which the grand
jury has responsibility pursuant to Section 914.1 shall
comment within 60 days to the prbsiding judge of the
superior court, with an information copy sent to the board
of supervisors, on the findings and recommendations
pertaining to matters under the control of that county officer
or agency head and any agency or agencies which that
officer or agency head supervises or controls. In any city
and county, the mayor shall also comment on the findings
and recommendations. All such comments and reports shall
forthwith be submitted to the presiding judge of the superior
court who impaneled the grand jury. A copy of all
responses to grand jury reports shall be placed on file with
the clerk of the public agency and the office of the county
clerk, or the mayor when applicable, and shall remain on file
in those offices. One copy shall be placed on file with the
applicable grand jury final report by, and in the control of
the currently impaneled grand jury, where it shall be
maintained for a minimum of five years. (Added by Stats
1961, c. 1284, § 1. Amended by Stats 1963, c. 674, § 1;
Stats 1974, c. 393, § 6; Stats 1974, c. 1396, § 3; Stats
1977, c. 107, § 6, Stats 1977, a 187, § 1; Stats 1980, c.
543, §1;Stats 1981, a 203, §1;Stats 1982, c. 1408, §5,
Stats 1985, c. 221, § 1; Stats 1987, c. 690, § 1; Stats
1988, c. 1297, §5.)
Former§ 933,added by Stats. 1982,c. 1408, §6,amended by Stats.
1985,c.221, §2,operative Jan 1, 1989,was repealed by Stats. 1987,
c.690,§2.
Former § 933, added by Stats. 1959, c. 501, § 2, was repealed by
Stats 1959,c. 1812,§3.
SUMMARY
Contra Costa County's own health and wellness facility, the Contra Costa Club,
located at 627 Ferry Street in Martinez, has been consistently operating in a deficit
mode, with a large share of its membership being non-County employees. The Club
derives a large portion of its operating budget from the County's Workers'
Compensation Trust Fund, through the County's Employee Wellness Program. The
operation lacks proper accounting.
INTRODUCTION
The Contra Costa Board of Supervisors approved an Employee Wellness Program
[the Program] in 1985. Overall responsibility for the Wellness Program was placed
with the Personnel Department in the Benefits Division. A Wellness Coordinator
was appointed in January of 1986, the official beginning of the Contra Costa County
Employee Wellness Program. As stated in the Program's Mission Statement: 'The
Employee Wellness Program seeks to implement cost-effective activities, drawing
upon the resources within the County and the community, with the eventual
outcome of improved personal health for employees and cost savings to the
County."
In July, 1990, the Employee Wellness Program opened the County's own health
and wellness facility, the Contra Costa Club [the Club].
According to the August, 1993 Status Report, The Program rationale includes'The
belief that employee wellness programs are cost effective; eventually resulting in
decreased absenteeism, Workers' Compensation claims and health care costs."
According to the Program's August, 1993 Status Report, 'The Contra Costa Club is
available for a monthly fee to all County employees (permanent, temporary,
contract), their spouses and dependents and County retirees and their spouses.
Limited memberships are also available to the local residents, businesses and
government agencies ...."
"Funding for the Program was approved for inclusion in the Workers' Compensation
Budget in as much as the program was designed to prevent and reduce accidents
and illness among County employees and thus reduce Workers' Compensation
costs.", as stated in the August, 1993 Status Report on the Program.
FINDINGS
1. Since the Club opened in July of 1990, the reported operating deficit, through
the end of Fiscal Year(FY) 1992/1993, has grown to $107,000.
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2. Increasingly larger portions of the Club's operating expenditures have been
charged to the Employee Wellness Program, without accountability for these
expenditures in the Club's operating profit/loss financial reports.
3. The Club does not maintain record keeping procedures as to the revenue
and expenses (profit/loss) attributable to the group of County employee users
or to the group of users who are local residents, businesses and government
agencies.
4. The Employee Wellness Program is being charged for costs associated with
County employees located within Club space, but whose functions are not
directly associated with either the Club or the Program.
5. There is no basis for the 1993 Status Report statement, 'The belief that
Employee Wellness Programs are cost effective; eventually resulting in
decreased absenteeism, Workers' Compensation claims and health care
costs", since a formal cost effective benefit analysis to measure decreased
absenteeism, Workers' Compensation claims and health care costs for the
County Employee Wellness Program has not been conducted.
CONCLUSIONS
1. The Club does not maintain a financial record keeping procedure which
provides for a true representation of actual expenses, inclusive of those
expenses charged to the Employee Wellness Program, and ultimately to the
Workers' Compensation Trust Fund.
2. Operational losses associated with the Club are borne by the Workers'
Compensation Trust Fund, through the Employee Wellness Program, even
though approximately one-third (1/3) of the Club's members are local
residents, businesses and non-County government agencies.
3. Some costs associated with general County operations are being supported
from the Workers' Compensation Trust Fund, through the Employee
Wellness Program, as opposed to being supported from the County's
General Fund.
RECOMMENDATIONS
The 1993-1994 Contra Costa Grand Jury recommends that:
1. The Board of Supervisors direct the Personnel Department to immediately
institute a Club financial and membership record keeping system which will
result in a true reporting of operational profit/loss.
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2. The Board of Supervisors direct the Personnel Department to complete a
study, within 60 days, to measure the cost and/or the savings to the Club that
would be realized by eliminating memberships to local residents, businesses
and non-County government agencies.
3. The Board of Supervisors direct the Personnel Department to obtain annual
bids, beginning on July 1, 1994, from at least two(2) responsible fitness
facilities in the private sector, for user services similar to those provided by
the Club.
4. The Board of Supervisors direct the Personnel Department to immediately
begin to maintain an on-going comparison of Club costs with costs for similar
services provided by, or through, facilities in the private sector.
5. The Board of Supervisors direct the Personnel Department to immediately
audit, and to audit annually thereafter, all charges made to the Employee
Wellness Program and to certify that all such charges are directly related to
the Program.
6. The Board of Supervisors direct the Personnel Department to immediately
set up a tracking system designed to evaluate the effectiveness of the
Employee Wellness Program. This can be accomplished by maintaining
trend analyses associated with such factors as Employee Wellness Program
expenditures, County employee absenteeism, Workers' Compensation claims
and County employee health care costs.
COMMENTS
The Club represents one element within the Employee Wellness Program, which
receives its funding from the Workers' Compensation Trust Fund. That being the
case, adequate record keeping must be maintained so that detailed revenue source
and expense tracking can be used to substantiate the need for, and the amount
charged to, private non-County users of the Club. Rate-setting for private non-
County users of the Club must verify that this group of users does not contribute to
a deficit operation and does not subsidize the private user from the County
Workers' Compensation Trust Fund. Presently, expenses charged to the Employee
Wellness Program are excluded from the Club's operational financial analysis,
distorting the actual financial condition of the Club. This practice makes it
impossible to determine the viability of the Club, as compared to similar services
available within the private sector.
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