HomeMy WebLinkAbout08-Risk Management
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CI'. 10F SAN BERNARD~ ~O -REQUf T FOR COUNCIL AC'.ON
RISK MANAGEMENT
REC'O. - AD Milt OFF.Subject:
ISSB AUG 18 Pl~ I: lj4
EMPLOYEE ASSISTANCE
PROGRAM
From:
JOHN C. KIRWAN
Dept:
AUGUST 18, 1988
Date:
~
Synopsis of Previous Council action:
In March of 1987, Council adopted a Resolution to contract with the
Counseling Team to provide employee Assistance Program services to City
employees. The Council also adopted a Resolution adopting an Agreement with
the Redevelopment Agency to include Agency personnel and family members in
the City's Employee Assistance Program with the Agency agreeing to share in
the total cost of said program.
Recommended motion:
Motion il. That the City renew the existing Agreement with the Counseling
Team for Employee Assis.tance Program services, for one (ll year, according to
provision five (5), Option to Extend, of said Agreement.
Moiion~ That the City renew the existing Agreement with the Redevelopment
Agency for Counseling Services with reimbursement for one (1) year according
to provision "0", Option to Extend, of said Agreement.
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( Signature
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Contact person: Phone:
Supporting data attached:._
Ward:
FUNDING REQUIREMENTS:
Amount: $30,240 FY 88/89
Source: 1/3 RDA; 2/3 (001-451-53150)
Finance:D~~/ ~~
Council Notes:
75-0262
Agenda Item No.
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CI'
OF SAN BERNARDlf , - REQUEr-,. FOR COUNCIL ACT' 1M
STAFF REPORT
EMPLOYEE ASSISTANCE PROGRAM
All indications are that the Employee Assistance Program is
successfully and positive. utilization is at a high level
considering the fact that the program has only been in
existence for one year. The payoff, for this type of program
over time, is higher than originally introduced. Attached are
copies of the utilization reports from the Counseling Team.
Our recommendation is that we renew the program, with no
changes, for another year.
Respectfully submitted,
J::!f'Kif::
Director of Risk Management
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75-0264
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RESOllJdOll ;,0. _3},21-
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HF:SOLU'110N OF THE 01'Y OF SAN BEHN"RDINO AUJ'lJORI ZIHG AND
7. DIRECTING T!iE EXr.:ClJTION OF AN AC;REt~r;E1H' lli:;r;;EEN TI1E I')Di,VELop,;t;lir
AGENCY OF THE CITY OF SAN BERNARDINO ~IID THE CITY OF SAN
3 BERFl\RDINO TO SHARE THE 1'01'."1, COST FOR THE SERVICES PROVIDED BY
AN EHPLOYEE ASSISTANCE PROGAAM FOR AGEl1CY 1dID CITY E;;PLQYEES.
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BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
:) OF SAN BERNARD I NO AS FOLL01~S:
f)
SECTION 1. The Mayor of the City of San Bernardino is
hereby cluthorized and directed to execute for and on behalf of
said City an Agreement bet~cen the Redevelopment Agency of the
City of San Bernardino and the City of San Bernardino to share
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the total cost for the services provided by an employee
assistance program for Agency and City employees, a copy of which
is attached hereto as Exhibit "I" and incorporated herein by this
reference as though fully set forth at le~yth.
I l"l(EBY CERTIFY thct the foregoing resolution ~:as duly
adopted by the Mayor and Common Council of the City of San
Bernardi~o at an ad;ourned re~rmeeting thereof, held on the
March
, 1987, by the following vote, to
day of
9th
wit:
Council MI~mbers
Estri'ldi'l
Rp; 1 ly
Vlr\r,:llC!
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AYES:
l
Maud31ev. Ouiel F~7.ip.r Stri~klAT
NAYS:
None
ABSENT: None
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/ city Clerk
The foregoing resolution is hereby approved this //ti
of
March
, 1987.
dino
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A G R E E MEN T
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(Coun~'(!lLlg Services - P-cLnburscI.\,-,nt For)
3 'l'llIS l.GRBEllENT is Made ;' nd entered into this --.?~ t~_day
4 of
March
, 1987, by and between the CITY OF SAN
5 BERNARDINO, a municipal corporation, referred to as "city",
6 and the REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, a
7 public body cOl.-porate, referred to as "Agency".
8 city and Agency agree as follows:
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1.
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A. city and The Counseling Team have entered into
II an agreement to provide counseling services to city employees
12 Bnd members of their family residing with the employee.
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B. "City employees" is defined in said agreement to
14 inrlude Ageilcy el';ployees aJ,d J:,embers of their family residing
lS; with the employee.
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IG! C. city and Agency have agreed to share in the
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17 total cost to the City for the services of The Counseling Team
18 by the Agency reimbursing city for one-third of the total cost
19 of the services.
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2.
Implementation.
A. Services Provided. City shall contract for an
22 Employee Assistance Program with The Counseling Team to
23 provide assistance to Agency employees and their families.
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B. ~. The term of this agreement shall commence
25 on April 1, 1987, and terminate June 30, 1988.
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C. PaYment to Ci~. Commencing May 1,.1987, Agency
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shall pay city u total not to r~cccd $10,080.00 per YChr ~t a
.uol1L.111y rata of $840.00 ,.8 rciillDursement to city for t.he
AgGl1cY'G share of the total cost to the city of the services
provided by The Counseling ~ream. said payment shall be
transmitted to city's Finance Director on or before the'5th
day of May and each succeeding month thereafter during the
term hereof.
D. Qption to Extend. PurGuant to the terms of the
agreement between city and 'rhe Counseling Team, city has the
option to extend the agreement for a one-year period upon the
same terms and conditions. Should city choose to extend the
agreement pursuant to said provision, Agency shall have the
opt:l ('n to oJ(tcnd t.his agH,ement for a one'l'car perlod upon the
sal"" ''-Clnas and conditions.
IN WITNESS WHEREOF, the parties have executed this
agrcc;"ent on the day and year first above written.
SAN BERNARDINO
ATTEST:
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C ty Clerk
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Mayor
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RESOLUTION NO.
87-64
2 RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING AND
DIRECTING THE EXECUTION OF AN AGREEMENT WITH THE COUNSELING
3 TEAM FOR PROVIDING AN EMPLOYEE ASSISTANCE PROGRAM FOR CITY
EMPLOYEES.
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5 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
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i SECTION 1. The Mayor of the city of San Bernardino is
8 hereby authorized and directed to execute for and on behalf of
9 said City an Agreement with The Counseling Team for providing
10 employee assistance program services to City employees. A
11 copy of said Agreement which incorporates The Counseling
12 Team's proposal, is attached hereto as Exhibit "A" and
13 incorporated herein by reference as though fully set forth at
14 length.
15 I HEREBY CERTIFY that the foregoing resolution was duly
16 adopted by the Mayor and Common Council of the City of San
17 Bernardino at a n adjourned re~1l1"r
meeting thereof, held on
18 the 9th day of
March
, 1987, by the following
19 vote, to wit:
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AYES:
council Members Estrada, Reilly, Flores,
V,audslcy. Strickler
NAYS:
None
ABSENT:
::ounc:l '1embers Olllel. FraZIer
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.ci ty Clerk
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A G R E E MEN T
(Counseling Services)
THIS AGREEMENT is made and entered into this day
of , 1987, between the CITY OF SAN BERNARDINO,
a municipal corporation, (hereinafter called "City") 300 North
"0" Street, San Bernardino, California, and THE COUNSELING
TEAM, (hereinafter called "Consultant") 696 North "0" street,
Suite 2, San Bernardino, California.
The parties agree as follows:
1. ScoDe of Work. Consultant hereby agrees to perform
the following services:
A. Conduct a preliminary evaluation and provide
counseling services upon request to any City employees and
members of their family residing with the employee. "City
employees" shall include employees of the Redevelopment Agency
of the City of San Bernardino and the Water Department of the
City of San Bernardino. "Members of the family" shall include
Spouse, son, daughter, stepson, stepdaughter, mother, father,
mother-in-law, father-in-law, nephews and nieces if residing
in the same household and dependent upon the employee.
B. Provide follow-up of said employees and/or their
family members under treatment.
C. Provide consultations with supervisors regarding
problem employees and/or any aspect of the Employee Assistance
Program.
D. Provide supervisory training relative to
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Employee Assistance Program referral procedures.
E. Conduct education seminars and briefings for all
levels of management concerning services provided by the
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Employee Assistance Program.
F. Assist management in development of policies and
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procedures for Employee Assistance Program.
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G. Assist management in introducing the Employee
Assiptance Program to aforementioned employees.
2. Indeoendent Contractor Status. Under this
agreement, Consultant and any of its employees shall act as an
independent contractor, and not as an employee of city.
In
the performance of consulting services pursuant to the
provisions of this agreement, Consultant shall not be
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supervised, directed, or under the control or authority of any
city officer or employee, except and to the extent as may be
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expressly or implicitly required by the terms and conditions
of this agreement. Any direction or control so required under
this agreement shall be limited to broad objectives or goals
of the project or program to be accomplished and not to the
details and procedures to accomplish such objectives or goals.
Changes or modifications of said objectives and goals may be
made by written recommendations of either party subject to the
concurrence of the other party in writing.
3. Comoensation. The total yearly cost to the City for
this program shall not exceed $30,240.00. City shall pay
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Consultant a sum not to exceed $2,520.00 per month commencing
May 1, 1987. Consultant shall submit an invoice for services
rendered which coincides with its monthly reports as set forth
in paragraph 7. Payment shall be made by City within twenty
(20) days from the date of each invoice. Upon execution of
this agreement, pre-treatment and counseling services shall be
made available at no cost to City employees and their
families. If Consultant needs to refer any individuals
covered under this agreement to another professional
individual or agency, the cost incurred for such other
professional service shall be solely the responsibility of the
individual employee; City shall have no liability therefor.
Every effort will be made to refer employees to free services
or agencies providing services covered by available insurance,
or those agencies which operate on an ability-to-pay basis.
4. ~. This agreement shall commence on April 1,
1987, and terminate June 30, 1988.
5. ootion to Extend. Upon expiration of the term
hereof, City shall have the option to extend this agreement
for a one year period upon the same terms and conditions.
6. Termination. City may terminate this agreement
without cause by giving sixty (60) days' written notice to
Consultant.
7. Reoorts bv Consultant. Consultant shall submit to
City monthly reports coincident with its bill for services.
Such report shall:
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A. Accurately describe in general terms services
provided during the contract period, but with no individually
identifiable information, referable to any individual client.
Such report shall be provided only for audit purposes.
B. Make reference to this agreement or otherwise
identify the report(s) in such a manner as the City may
reasonably require.
C. Provide numerical usage, reports quarterly to the
City for the purpose of evaluating the effectiveness of the
Employee Assistance Program.
8. Confidentiality to be Assured. Consultant shall
maintain the confidentiality of all employees referred for or
voluntarily seeking counseling services. The parties
recognize that the cornerstone of every successful Employee
Assistance Program is the pledge of confidentiality; without
confidentiality there is no credibility. Employees will not
reveal their personal problems if there are no clear legal
guidelines about confidentiality. Consultant shall assure
that all personal information imparted by a counselee to a
counselor will be respected and safeguarded. Such information
may be used only in a professional manner for the purpose of
helping in rehabilitating the worker. Consultant's records
shall be kept secure in accordance with the code of ethics of
the profession, Federal regulations and state laws. Consultant
shall maintain in good order a fire and burglar alarm system
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to protect ita recorda. Conaultant will not reveal to any
person or entity, except pursuant to a valid subpoena, the
names or identities of employees or family members who come to
the program voluntarily or who, having been referred, agree to
accept counseling services, except to confirm on a one-time
basis only that an employee kept an appointment made for him
or her by a supervisor or other City official.
9. Non-Assianable. This agreement is one for
professional services and is not assignable by Consultant
without the prior written consent of City.
10. Consultant to Hold Harmless. Consultant shall hold
City, its elective and appointive boards, commissions,
officers, agents and employees harmless from any liability for
damage or claims for damage for personal injury, including
death, as well as from claims for property damage which may
arise from Consultant's operations under this agreement,
whether such operations be by Consultant or by any one or more
persons employed by or acting as agent for Consultant.
Consultant shall defend City and its elective and appointive
boards, commissions, officers, agents and employees from any
suits or actions at law or in equity for damages caused, or
alleged to have been caused by reason of any of the aforesaid
operations.
11. Insurance. Consultant shall provide to City
evidence of insurance covering Consultant and City as an
additional insured as to any potential liability to Consultant
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and City. The evidence to be provided shall be a certificate
of Insurance describing the coverage provided and naming City
as an additional insured. The insurance shall consist of the
following:
A. Workers' Compensation. Consultant shall provide
proof of workers' compensation insurance coverage for all of
its employees pursuant to this agreement. Evidence of such
insurance shall be furnished to City's Risk Management
Division prior to commencement of this agreement.
B. Professional Liability Insurance. Professional
liability insurance covering the professional services
provided by Consultant, including coverage for professional
errors and omissions, in a combined single limit of not less
than $1,000,000.00 per person.
12. Bilinqual Interoreter. Consultant shall provide an
English/Spanish bilingual interpreter as needed, with an
English/Spanish bilingual counselor being preferred.
13. Chanqes. Should City require changes in the scope
of the services of Consultant to be performed hereunder, such
changes, including any corresponding increase or decrease in
the amount of Consultant's compensation which shall be
mutually agreed upon by City and Consultant, shall be
incorporated in this agreement only by written amendments
hereto.
14. Consultant's ProDosal. A copy of Consultant's
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proposal is aarked Exhibit -1-, attached hereto and
incorporated by reference as though fully set forth herein. If
any conflict arises between this agreement and the proposal,
the provisions of this agreement shall govern.
15. Entire Aqreement. This agreement represents the
entire agreement between the parties, and supersedes all
previous agreements and understandings either written or oral.
IN WITNESS WHEREOF, the parties have executed this
agreement on the day and year first above written.
CITY OF SAN BERNARDINO
ATTEST:
By
Mayor
Ci~y Clerk
THE COUNSELING TEAM
Nancy K. Bohl, M.A., M.F.C.C.
Director
The Counseling Team
Approved as to form:
/~;,~~
-City A torney
1/16/87
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1\
cn Y OF SAN BERNARD.~O - REQU~.6T FOR COUNCIL AC. tON
From: JOHN C. KIRWAN, DIRECTOR
Subject: EMPLOYEE ASSISTANCE PROGRAM
Dept: RISK MANAGEMENT
Date: AUGUST 18, 1988
Synopsis of Previous Council action:
In March of 1987, Council adopted a Resolution to contract with the
Counseling Team to provide employee assistance program services to
City employees. The Council also adopted a Resolution adopting an
Agreement with the Redevelopment Agency of the City of San Bernardino
to include Agency personnel and family members in the City's Employee
Assistance Program with the Agency agreeing to share in the total cost
of said program.
Recommended motion:
Adopt both Resolutions.
1L [~",!f
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Contact person:
Phone:
Supporting data attached:
Ward:
FUNDING REQUIREMENTS:
Amount: $30.240 FY 88/89
Source:
(ACCT.
(ACCT.
NO.) 1/3 RDA; 2/3 (001-451-53150)
DESCRIPTION) Adminis..tration- Professional/
~. co~
Finance: b ~ / ~~Y{/- _
Council Notes:
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CITY OF SAN BERNARDINO - R.GUEST FOR COUNCIL ACTION
STAff REPORT
EMPLOYEE ASSISTANCE PROGRAM
All indications are that the Employee Assistance Program is
successfully and positive. Utilization is at a high level
considering the fact that the program has only been in
existence for one year. The payoff, for this type of program
over time, is higher than originally introduced. Attached are
copies of the utilization reports from the Counseling Team.
Our recommendation is that we renew the program, with no
changes, for another year.
Respectfully submitted,
$f'K~;
Director of Risk Management
THP COUNSELING TEAN'S
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'ROG ~ STATISTICS ~ ~I
FOR
THE CITY OF SAN BERNARDINO
(OCTOBER, NOVEMBER, DECEMBER, 1987)
EMPLOYMENT CATEGORIES
Management
Non-Management
TOTAL
HOURS,
16
285
101
SEX RATIO
Male
Female
TOTAL
160
141
301
REFERRAL SOURCE
Management
Self
Union
Family
Court
39
137
o
96
29
301
TOTAL
CASE LOAD
Alcohol/Drug
Marital/Family
Financial/Legal
Psychological/Depression
Child Care
Critical Incident Intervention
Stress
Work Related
Other
28
104
11
9
2
24
70
53
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301
TOTAL
No. of Hours
301
"
'~~i#ffE
I rm
iii. <J 1, i:]88 IJ!)
SIc IttANAGCMCNr
PERCENT
5.3%
94.7%
100.0%
53.2%
46.8%
100.0%
13 .0%
45.5%
o %
31.9%
9.6%
100.0%
9.3%
34.5%
3.7%
3.0%
0.6%
8.0%
23.3%
17.6%
o %
100.0%
- TI COUNSELING TE. ~ r
L>ROGRAM STATISTICS SUMMAR..
FOR
THE CITY OFSAN BERNARDINO
IJULy,.AUGUSX, SEPTEMBER, 1987)
EMPLOYMENT CATEGORIES
HOURS
14
229
243
Management
Non-Management
TOTAL
SEX RATIO
Male
Female
153
90
243
TOTAL
REFERRAL SOURCE
Management
Self
Union
Family
Court
44
173 -
o
22
4
243
TOTAL
CASE LOAD
Alcohol/Drug
Marital/Family
Financial/Legal
Psychological/Depression
Child Care
Critical Incident Intervention
Stress
Work Related
Other
18
26
9
13
6
10
54
57
o
243
TOTAL
No. of Hours
243
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/$ ttt!!!
r!:fJ i/jJ
I',
~/SI( '. i98p
o1tAIll
~Ge"~
'r/eN.,
PERCENT
5.8%
94.2%
100.0%
63.0%
37.0%
100.0%
18.1%
71.2%
o %
9.1%
1.6%
100.0%
7.4%
31. 3%
3.7%
5.3%
2.5%
4.1%
22.2%
23.5%
o %
]00.0%
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1 RESOLUTION NO.
2 . RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING AND
DIRECTING THE EXECUTION OF AN AGREEMENT BETWEEN THE REDEVELOPMEN
3 AGENCY OF THE CITY OF SAN BERNARDINO AND THE CITY OF SAN
BERNARDINO TO SHARE THE TOTAL COST FOR THE SERVICES PROVIDED BY
4 AN EMPLOYEE ASSISTANCE PROGRAM FOR AGENCY AND CITY EMPLOYEES.
5 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
SECTION 1.
The Mayor of the City of San Bernardino is
hereby authorized and directed to execute for and on behalf of
said City an Agreement between the Redevelopment Agency of the
City of San Bernardino and the City of San Bernardino to share
the total cost for the services provided by an employee assis-
tance program for Agency and City employees, a copy of which
is attached hereto as Exhibit "1" and incorporated herein by
this reference as though fully set forth at length.
I HEREBY CERTIFY that the foregoing resolution was duly
adopted by the Mayor and Common Council of the City
of San
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-1-
RESOLUTION ADOPT 3 AGREEMENT BF 'EEN CITY AND RDA FOR EAP , ,VI:ES
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Bernardino at an
regular meeting
, 1988
day of
thereof, held on the
3 by the following vote, to wit:
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AYES:
Council Members
NAYS:
ABSENT:
City Clerk
The foregoing resolution is hereby approved this
day of
, 1988.
Mayor of the City of San Bernardino
APPROVED AS TO FORM & LEGAL CONTENT
/1 /1
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/City Attorney
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A G R E E MEN T
(Counseling Services - Reimbursement For)
THIS AGREEMENT is made and entered ito this day of
, 1988, by and between the CITY OF SAN BERNARDINO,
a municipal corporation, referred to as "City", and the
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, a public
body corporate, referred to as "Agency".
City and Agency Agree as follows:
1. Recitals.
A. City and The Counseling Team have entered into
an agreement to provide counseling services to City employees
and mebers of their family residing with the employee.
B. "City employees" is defined in said agreement to
include Agency employees and members of their family residing wi h
the employee.
C. City and Agency have agreed to share in the total
cost to the City for the services of The Counseling Team by
the Agency reimbursing City for one-third of the total cost
of the services.
2. Imprementation.
A. Services Provided. City shall contract for an
Employee Assistance Program with The Counseling Team to provide
assistance to Agency employees and their families.
B. Term. The term of this agreement shall commence
on July 1, 1988, and terminate June 30, 1989.
C. Payment to City. Commencing July 1, 1988,
Agency shall pay City a total not to exceed $10,080.00 per year
at a monthly rate of $840.00 as reimbursement to City for the
-1-
AGREEMENT (Couns, .ng Services - =imbursement For)
1 Agency's share of the total cost to the City of the services
2 provided by The Counseling Team. Said payment shall be trans-
3 mitted to the City's Finance Director on or before the 5th day
4 of July and each succeeding month thereafter during the term
5 hereof.
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D.
Option to Extend.
Pursuant to the terms of
7 the agreement between City and The Counseling Team, City has
8 the option to extend the agreement for a one year period upon
9 the same terms and conditions. Should City choose to extend
10 the agreement pursuant to said provision, Agency shall have the
11 option to extend this agreement for a one year period upon the
12 same terms and conditions.
13
IN WITNESS WHEREOF, the parties have executed this agree-
14 ment on the day and year first above written.
15
16
17
18
19
20
21
22
23
24
25
26
27
28
ATTEST:
CITY OF SAN BERNARDINO
By
Mayor
City Clerk
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
Director
APPROVED AS TO FO~l & LEGAL CONTENT
'L.,1 /' ,1.-,.,,1-,-_
/~Io"<l-~ 7 _ ..
C;ilty Attorney
,/
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1 RESOLUTION NO.
2 RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING AND
DIRECTING THE EXECUTION OF AN AGREEMENT WITH THE COUNSELING
3 TEAM FOR PROVIDING AN EMPLOYEE ASSISTANCE PROGRAM FOR CITY
EMPLOYEES.
4
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
5 CITY OF SAN BERNARDINO AS FOLLOWS:
6 SECTION 1. The Mayor of the City of San Bernardino is
7 hereby authorized and directed to execute for and on behalf of
8 said City an Agreement with The Counseling Team for providing
9 employee assistance program services to City employees. A copy
10 of said Agreement which incorporates The Counseling Team's
11 proposal, is attached hereto as Exhibit "A" and incorporated
12 herein by reference as though fully set forth at length.
13 I HEREBY CERTIFY that the foregoing resolution was duly
14 adopted by the Mayor and Common Council of the City of San
Bernardino at an
meeting thereof, held on
15
16
day of
, 1988, by the following
the
17 vote, to wit:
18
19
20
21
22
23
24
AYES:
Council Members
NAYS:
ABSENT:
City Clerk
25
The foregoing resolution is hereby approved this
day
of
, 1988.
26
27
28
APPROVED AS TO FORM & LEGAL
COflTENT 'I
Az't.-. 7 /~
yty Attorney
Mayor of the City of San Bernardin
AGREEMENT
(COUNSELING SERVICES)
This agreement is made and entered into this 1st day of July, 1988,
between the City of San Bernardino a municipal corporation,
(hereinafter called "City") 300 North "D" Street, San Bernardino,
California and The Counseling Team, (hereinafter call "Consultant")
1881 Commercenter East, Suite 100, San Bernardino, California.
The parties agree as follows:
1. Scope of Work. Consultant hereby agrees to perform the
following services:
A. Conduct a preliminary evaluation and provide counseling
services upon request to any City employees and members of their
family residing with the employee. "City employees" shall include
employees of the Redevelopment Agency of the City of San Bernardino
and the Water Department of the City of San Bernardino. "Members of
the family" shall include spouse, son, daughter, stepson, stepdaughter,
mother, father, mother-in-law, father-in-law, nephews and nieces if
residing in the same household and dependent upon the employee.
B. Provide follow-up of said employees and/or their
family members under treatment.
C. Provide consultations with supervisors regarding problem
employees and/or any aspect of the Employee Assistance Program.
D. Provide supervisory training relative to Employee
Assistance Program referral procedures.
E. Conduct education seminars and briefings for all. levels
of management concerning services provided by the Employee
Assistance Program.
F. Assist management in development of policies and
procedures for Employee Assistance Program.
G. Assist management in introducing the Employee Assistance
Program to aforementioned employees.
2. Independent Contractor Status. Under this agreement,
Consultant and any of its employees shall act as an independent
contractor, and not as an employee of City. In the performance of
consulting services pursuant to the provisions of this agreement,
Consultant shall not be supervised, directed, or under the control or
authority of any city officer or employee, except and to the extent
as may be expressly or implicitly required by the terms and conditions
of this agreement. Any direction or control so required under this
agreement shall be limited to broad objectives or goals of the ~
project or program to be accomplished and not to the details and
procedures to accomplish such objectives or goals. Changes or
modifications of said objectives and goals may be made by written
recommendations of either party subject to the concurrence of the
other party in writing.
3. Compensation. The total yearly cost to the City for this
program shall not exceed $30,240.00. City shall pay Consultant a
sum not to exceed $2,520.00 per month commencing July 1, 1988.
Consultant shall submit an invoice for services rendered which coincides
with its monthly reports as set forth in paragraph 7. Payment shall be
made by City within twenty (20) days from the date of each invoice.
Upon execution of this agreement, pre-treatment and counseling services
shall be made available at no cost to City employees and their
families. If Consultant needs to refer any individuals covered under
this agreement to another professional individual or agency, the
cost incurred for such other professional service shall be solely
the responsibility of the individual employee; City shall have no
liability therefore. Every effort will be made to refer employees
to free services or agencies providing services covered by available
insurance, or those agencies which operate on an ability-to-pay
basis.
4. Term. This agreement shall commence on July 1, 1988 and
terminate June 30, 1989.
5. Option to Extend. Upon expriation of the term hereof, City
shall have the option to extend this agreement for one year period'
upon the same terms and conditions.
6. Termination. City may terminate this agreement without cause
by giving sixty (60) days' written notice to Consultant.
7. Reports by Consultant. Consultant shall submit to City monthly
reports coincident \Iith its bill =or services.
Such report shall:
A. Accurately describe in general terms services provided
during the contract period, but with no individually identifiable
information, referable to any individual client. Such report shall
be provided only for audit purposes.
B. Make reference to this agreement or otherwise identify
the report(s) in such a manner as the City may reasonably require.
C. Provide numerical usage reports quarterly to the City for
the purpose of evaluating the effectiveness of the Employee
Assistance Program.
8. Confidentiality to be Assured. Consultant shall maintain the
confidentiality of all employees referred for or voluntarily seeking
counseling services. The parties recognize that the cornerstone of
every successful Employee Assistance Program is the pledge of
confidentiality; without confidentiality there is no credibility.
Employees will not reveal their personal problems if there are no
clear legal guidelines about confidentiality. Consultant shall
assure that all personal information imparted by a counselee to a
counselor will be respected and safeguarded. Such information may
be used only in a professional manner for the purpose of helping in
rehabilitating the worker. Consultant's records shall be kept
secure in accordance with the code of ethics of the profession,
Federal reulations and state laws. Consultant shall maintain in good
order a fire and burglar alarm system to protect its records.
Consultant will not reveal to any person or entity, except pursuant
to a valid subpoena, the names or identities of employees of family.
members who come to the program voluntarily or who, having been
referred, agree to accept counseling services, except to confirm on
a one-time basis only that an employee kept an appointment made for
him or her by supervisor or other City official.
9. Non-Assiqnable. This agreement is one for professional
services and is not assignable by Consultant without the prior written
consent of City.
10. Consultant to Hold Harmless. Consultant shall hold City,
its elective and appointive boards, commissions, officers, agents and
employees harmless from any liability for damage or claims for damage
for personal injury, including death, as well as from claims for
property damage which may arise from Consultant's operations under
this agreement, whether such operations be by Consultant or by any
one or more persons employed by or acting as agent for Consultant.
Consultant shall defend City and its elective and appointive boards,
commissions, officers, agents and employees from any suits or
actions at law or in equity for damages caused, or alleged to have
been caused by reason of any of the aforesaid operations.
11. Insurance. Consultant shall provide to City evidence of
insurance covering Consultant and City as an additional insured as to
any potential liability to Consultant and City. The evidence to be
provided shall be a Certificate of Insurance describing the
coverage provided and naming City as an additional insured. The
insurance shall consist of the following:
A. Workers' Compensation. Consultant shall provide proof
of workers' compensation insurance coverage for all of its employees
pursuant to this agreement. Evidence of such insurance shall be
furnished to City's Risk Management Division prior to commencement
if this agreement.
B. Professional Liability Insurance. Professional liability
insurance covering the professional services provided by Consultant,
including coverage for professional errors and omissions, in a combined
single limit of not less than $1,000,000.00 per person.
AGREEMENT (Counseling
rvices)
12. Bilinqual Interpreter. Consultant shall provide an English/
Spanish bilingual interpreter as needed, with an English/Spanish
bilingual counselor being preferred.
13. Chanqes. Should City requre changes in the scope of the
services of Consultant to be performed hereunder, such changes,
including any corresponding increase or decrease in the amount of
Consultant's compensation which shall be mutually agreeed upon by City
and Consultant, shall be incorporated in this agreement only by
written amendments hereto.
14. Consultant's Proposal. A copy of Consultant's proposal is
marked Exhibit "1", attached hereto and incorporated by reference
as though fully set forth herein. If any conflict arises between this
agreement and the proposal, the provisions of this agreement shall
govern.
15. Entire Aqreement. This agreement represents the entire
agreement between the parties, and supers"edes all previous agreements
and understandings either written or oral.
IN WITNESS WHEREOF, the parties have executed this agreement on
the day and year first above written.
ATTEST:
CITY OF SAN BERNARDINO
City Clerk
Mayor
APPROVED AS TO FORM & LEGAL
CONTENT THE COUNSELING TEAM
~
Dire tor
The ~ounseling Team
~3-~
(fy Attorney
~
I.
THE COUNSELING TEAM'S
EMPLOYEE ASSISTANCE PROGRAM
rV../o...k? .1-
7-l'{31
INTRODUCTION
The Counseling Team was established four years ago to provide
Employee Assistance Programs to governmental agencies within
San Bernardino County. Our Employee Assistance Program is de-
signed to help employees and their immediate family members
find direction in solving personal and emotional problems.
The Counseling Team's Employee Assistance Program can help
people in areas such as depression, marriage and family, alco-
hol and drug abuse, weight control, financial difficulties and
to deal with tension and work related problems. The longer a
problem exists the harder it is to deal with it. Often a prob-
lem can be put into proper perspective and handled, if help is
sought by the employee as soon as possible.
Good employees are a city's most valuable asset. Loosing them
and training replacements incures enormous costs. The Counseling
Team's Employee Assistance Program will increase employee pro-
ductivity and decrease the usage of sick leave, by helping
employees resolve those problems which lower their efficiency.
The Employee Assistance prcgram will provide professional
counseling services, which will help solve the employees' pro-
blems before they become so serious as to affect their work
performance, family stability and health.
The Counseling Team also believes that training supervisors to
deal with difficult employee situations is paramount. It can
also free the supervisors from difficult employee situat:ons,
allowing them to focus on other important issues.
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The City of San Bernardino will find that The Counseling Team's
Employee Assis~ance proqram will improve management relations
with their employees and will create a better life for the em-
ployee at home and in the work place.
The Counseling TeaRt's Employee Assistance proqram can be used
two ways:
A. A supervisor may recoll1lllend the program to troubled
employees based upon declining jOb performance.
B. Employees or their immediate family members can call
voluntarily for counseling appointments which are
strictly confidential.
COUNSELING FACILITIES
The Counseling Team's offices are centrally located on the
corner of 7th and "0" streets in the downtown are of the
City of ,San Bernardino. The offices are in close proximity
to City Hall and to the San Bernardino Police Department.
There is plenty of free parking av~ilable at all times and
there are ramps provided for the handicapped. There is a
nicely decorated reception area and four private offices
available, to conduct the counseling services. The Counseling
Team also offers a front entrance and a rear exit to maintain
the privacy and confidentiality of our clients.
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PROFESSIONAL STArF
A. JAY ADAMS: Ph.D. in Clinical Psychology/Clinical
Psychologist No. PE 006567/M.A. deqree in Criminology!
B.A. deqree in English.
B.
GARY BASTAJIAN:
Psychotherapist
Counseling/B.A.
Marriage, Family and Child Counselor!
Intern No. IR 007l8l/M.A. deqree in
degree in Therapeutic Recreation.
C. LYNDA BLACK: Office Manaqer
D. BONNIE MATTHEWS-BLUM: Ph.D. Student in Clinical 'Psychology!
Marriaqe, Family and Child Counselor/psychotherapist No.
MA l8456/M.S. in Marriage, Family and Child Counseling/
B.A. degree in Psychology.
E. NANCY K. BOHL: Ph.D. Candidate in Clinical Psychology/
llarriage, Family and Child Counselor/psychotherapist No.
MN 19924/M.A. degree in Counselinq/B.A. degree in
Sociology/A.A. degree in Sociology.
F. HARRY R. EISNER: Ph.D. in Clinical Psychology/Clinical
Psychologist No. PF 8984/M.S. degree in Psychology/
B.A. degree in Psychology/Bilingual Psychologist;
G. DONALD J. FELDMAN, M.D.: Referral and Consulting
Psychiatrist.
H. WAYNE MCAFEE: Ph.D. Candidate in Counseling Psychology/
M.A. degree in Counseling/B.A. degree in Human Social
ServiceS/A.A. degree in Liberal Arts.
I. JEANNE SMITH: Ph.D. Student in Clinical Psychology!
Marriage, Family and Child Counselor/Psychotherapist No.
MX 20376/M.S. degree in Marriage and Family Therapy/B.A.
degree in Education.
J. GORDON WRIGHT: Ph.D. Student in Clinical Psychology/
Marriage, Family and Child Counselor/Psychotherapist
Intern No. IR 005234/U.S. degree in Marriage, Family and
Child Counseling/B.A. degree in Psychology.
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BACKGROUND
The Counseling Te~~ provides Employee Assistance Programs and/or
Trauma Intervention to the following governmental agencies:
A. The City of San Bernardino Police Department
B. The San Bernardino City Unified School District
C. The San Bernardino County Sheriff's Department
D. The San Bernardino County Fire Agency
E. The City of Ontario
F. The City of Rialto
G. The City of Colton
H. The City of Fontana
t. The City of Corona Police Department
J. The City of Redlands Police Department
K. The City of Redlands Fire Department
L. The Big Bear City Community Services District
M. The City of Lorna Linda Fire Department
N. The City of Needles Police Department
O. The City of Adelanto Police Department
P. The City of Apple Valley Fire Department
Q. The City of Ridgecrest Police Department
R. Foothill Fire Department
S. California Highway Patrol
T. The San Bernardino Communications Center
Clearly, our experience with these governmental agencies shows
that we have a good understanding of the problems facing city
employees, which will be a benefit, whe~ servicing the City
of San Bernardino.
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r
The Counseling Team are members in the followinq professional
organizations:
A. The Employee Assistance Society of North America
B. The ~rican Psychological Association
C. The ~ational Board of Certified Counselors
D. California State Firemen's Association
E. California Peace Officers' Association
F. San Bernardino Police Officers' Association
G. San Bernardino County Marshals' Assoc:ation
H. San Bernardino Area Chamber or Commerce
I. National Sheriffs' Association
J. Inter~ational Association of Chiefs of Police
K. Consortium of Police Professionals
L. Association of Labor-Management Ad~in~strators and
Consultants on Alcoholism, Inc.
M. Executive Women International
N. California Association of Marriage, Family Therapists
O. California Association of :1ental Healt~ Counselors
P. California Rehabilitation Counseling Association
Q. Inland Empire Dispatchers' Association
R. The Society for Traumatic Stress Studies
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EMPLOYEE ASSISTANCE PROGRAM
SERVICES TO BE DELIVERED
A. The Counseling Team shall provide Employee Assistance
proqram services including, but not limited to,
counseling and referral of city employe.s and their
immediate family members living at the home as out-
lined in Exhibits A and a, which are appended to be
made a part of this proposal.
a. The Counseling Team shall provide inservice training
'for the city's management team and supervisory team
relating to the program. They will receive short
training sessions on how the program works, and how
he or she can relate to the program and support it.
It is important to bu~ld the relationship between
managers and supervisors so that they can work to-
gether as a part of a cooperative team. Training
them together supports this team work.
C. The Counseling Team shall provide Employee Assistance
.program inservice training to all city employees re-
. lating to the proqram. We believe that this is a very
important aspect of The Counseling Team's Employee
Assistance Program. Training about the utilization
of our Employee Assistance Program is very important.
This gives the employee an opportunity to find out who
we are and what the program involves.
D. The Counseling Team shall maintain the confidentiality
of all employees referred for counseling or services.
The cornerstone of every successful Employee Assistance
Program is the pledge of confidentiality. Without ~t
there is no credibility. Employees will not reveal
their personal problems if there are no clear legal
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guidelines about confidentiality. Confidentiality ..ana
that all personal information aparted will be respected
and sa~eguarded. It may be uaedonly in a responsible
manner for the purpose of helping in rehabilitating the
worker. Our records are kept aecure in accordance with
our professional code of ethics, Federal Regulations
and state laws. We also have an alarm system installed
which protects our records. The Counseling Team will
not reveal the names or identities of employees or
family members who come to the program voluntarily.
E. The Counseling Team's staff will be available to pro-
vide counseling services in an convenient and timely
manner. To make an appointment, a city employee or
family member may appear in person or phone the office
between the hours of 9:00 A.M. and 6:00 P.M., Monday
through Friday. The employee or the family member
will then come to the office at the prescribed time,
where a counseling session will take place. Addi-
tional appointment times will be made as needed or
desired at that time. The Counseling Team's staff
conducts counseling sessions from the hours of 8:00 A.M.
to 9:00 P.M., Monday through Friday, which provides
hours flexible to the city employees' schedules. When
an emergency takes place, The Counseling Team provides
a 24 hour answering service and the staff is equipped
with pagers.
F. The Counseling Team shall provide unlimited counseling
services to city employees and their immediate family
members living at the home. This is one of the unique
aspects of The Counseling Team's Employee Assistance
Program. We do not believe in limiting the amount an
individual may use the service. because every situation
is treated differently.
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G. At no time, will any individual worKing for The
Counseling Team file insurance claims for counseling
services provided to any district employee or their
immediate family members living at the home. If an
employee falls under the ~rella of The Counseling
Team's Employee Assistance Program, there will be no
charge to the employee or their immediate family mem-
bers living at the home, for using the service.
H. The Counseling Team will prOVide publicity for the
program, which will include printing and distribution
of a brochure explaining the program. This brochure
is appended to this proposal. Also, the printing and
placement of posters and the printing of wallet cards.
The Counseling Team believes that publicity efforts
are very important in promoting the Employee Assistance
Program. This not only provides awareness among the
employees, but it is a way of maintaining activity of
the Employee Assistance Program through visability.
I. Training is one of The Counseling Team's employee
assistance components. Training or education, which
is preventive in nature, ~s a viable function of an
Employee Assistance Program. This training can focus
on work related issues or non work related issues.
Education through training could encompass workshops
or managerial leadership, managing stress, resolving
conflicts or building self concepts. The intent of
such training is philosophically preventive. The
educational function is to provide information to em-
ployees, which will help them with personal issues.
The nature of this help might be providing general in-
formation on an issue, pointing to a possible problem,
clarifying a problem or informing employees that the
employee assistance staff can help with a certain issue.
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The serendipitous affect of such educational efforts
can be publicity for the Employees Assistance Program.
J. The Counseling Team will ensure the availability of a
principle counselor as a contact source to respond to
questions from the city's personnel department staff
relating to the services. This principle counselor
will be Nancy K. Bohl, Ph.D. Candidate.
K. The Counseling Team is an Equal Opportunity Employer
and complies with the requirements relating to any
type of descrimination.
L. The Counseling Team will ensure the availability of
counseling services to be provided in Spanish.
Dr. Harry Eisner, a Clinical Psychologist, will
provide these services.
M. The Counseling Team will ensure the availability of
a Psychiatrist on a consulting basis. Dr. Donald J.
Feldman, Psychiatrist, is a constant referral for
The Counseling Team and a consultant to the Director
of The Counseling Team.
N. The Director of the Employee Assistance Program pro-
vided to the City of San Bernardino will be Dr. Jay Adams,
Clinical Psychologist.
o. The Counseling Team will ensure that a case review will
take place by a Clinical Psychologist prior to the
fifth (5th) visit of a city employee within one (1)
year period. (5th appointment within 12 months = case
review)
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P. The Counselinq Team will ensure that interns used as
counselors will be used minimumly and are supervised
by a licensed Clinical Psycholoqist.
Q. The Counselinq Team will ensure that major trauma
counseling will be provided to all safety employees,
i.e., fire service personnel and police personnel on a
24 hour basis. All critical incidents will be responded
to immediately if requested by a designated supervisor.
The Counseling Team's employees are reached through the
24 hour answering service and by pagers.
R. The Counseling Team's facilities are locally based in the
City of San Bernardino and all services will be provided
away from the worksite except training or as otherwise re-
quested.
All the above will be provided for the fee stated.
REFERENCES
Five written references regarding The Counseling Team's Employee
Assistance Program and Trauma Intervention Services are appended
to this proposal.
PROGRAM OPERATIONS COST
The following prices are for the 2 year period of 3-1-87 through
3-1-89. The price is firm, not Subject to escalation.
The delivery date of this proposal is November 21, 1986.
A~_Training prOvided to city managers,
supervisors and to all employees of
the City of San Bernardino.
No Cost
B. All services aforementioned in this
proposal for 1300 city employees and
their family members living at home.
$30,240.00 per year
C. All services aforementioned in this
proposal for 400/part-time/temporary
employees.
No Cost
Total
$30,240.00 per year
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Upon the signing of a letter of agreement between the City of
San Bernardino and The Counseling Team, The Counseling Team will
maintain itemized records on a "fee for service" basis at the
reduced rate of $40.00 per hour. The Counseling Team further
agrees to place a cap on the fees to be paid by the City of
San Bernardino. The amount will not exceed $2,520.00 per month.
GENERAL PROVISIONS
The Counseling Team has carefully examined the specifications,
and all provisions relating to the items to be furnished or the
work to be done attached herewith and made a part of this pro-
posal, and understand the meaning, intent and requirements of
and agree to the same.
The Counseling Team will enter into a written contract and fur-
nish the item(s) or complete the work in the time specified, and
in strict conformity with the City of San Bernardino specifica-
tions thereof, for the prices quoted.
The Counseling Team agrees to be governed by the general pro-
visions set forth in the Request for Proposal by the City of
San Bernardino, pages 6 through 9.
The following clauses pertaining to a hold harmless agreement
and insurance coverage will be contained in the contract when
The Counseling Team executes with the City of San Bernardino.
a. HOLD HAR~ESS: The Counseling Team shall assume the
defense of, ~ndernnify and hold ~armless the City from
all claims, expenses, damages, and liability of every
nature, direct:y or indirectly arising from, or alleged
to have arisen from any operation, act or omission of
the provider or employees.
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b. INSURANCE: The Counseling Team shall be insured by an
insurance carrier acceptable to the City against loss
from public liability arising from any operation or
activity of the Provider or employees. Minimum
coverage shall be $3,000,000 COMBINED SINGLE LIMIT
LIABILITY, to include $1,000,000 limit malpractice
insurance. A copy of the policy of insurance shall
be filed with the City and shall name wThe City of
San Bernardinow as an additional insured. Said policy
shall specify that the policy may not be terminated,
altered or cancelled without ten (10) days prior
written notice to the City by the insurance company.
c. WORKER'S COMPENSATION: The Counseling Team's employees
shall be covered by workers' compensation insurance in an
amount and form to meet all applicable requirements
of the Labor Code of the State of California and which
specifically covers all persons providing services on
behalf of contractor and all risks to such persons
under this agreement.
The Counseling Team will have personnel for back-up and/or
emergencies to assure prompt scheduling of counseling services.
"Pursuant to the Request for Proposals, conditions on the fol-
lowing pages, and subject to all provisions of the Charter and
Ordinances of the City of San Bernardino, the undersigned here-
by proposes to furnish to the City of San Bernardino, complete
at the prices stated herein, the items or services hereinafter
mentioned; and the undersigned fur~her warrants that this bid
is genuine and not sham or collusive, or made ~n t~e interest
or on behalf of any person, firm or corporation not therein named;
that the bidder has not directly or indirectly induced or soli-
cited any other b~dder to put in a sham bid, or any other person,
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firm or corporation to refrain from bidding, and that the bidder
has not in any manner sought by collusion to secure to himselfl
herself any advantage over other bidders."
BY:
for the City of San Bernardino
BY:
Nan
Dir
The
Team
NKB/ldb
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Exhibit A
EMPLOYEE ASSISTANCE PROGRAM
PurpOse:
From time to time employees may face personal difficulties for
which they may require assistance. The Employee Assistance Pro-
gram offers a resource to employees and their family members for
initial counseling and referral, if necessary, to appropriate
community agencies and other professionals.
Policy Amplification:
The Employee Assistance Program offers initial counseling and
referral for employees and their family members who may have
difficulty in any of the following areas:
a.
b.
c.
d.
e.
Tension
Alcohol
Drugs
Marital
financial
f.
g.
h.
i.
j.
Stress
Family
Depression
Weight Control
Interpersonal Relations
Employees are assured of complete confidentiality with regard to
the program. No one will be informed regarding any employee's
request for assi tance. v
S
Procedures:
Referral
1. Employees who suspect they, or their family members, have
personal or jOb-related problems are encouraged to seek
help on their own. If uncertain about defining the prob-
lem or about what kinds of community resources are avail-
able, the employee may call and speak confidentially to
the counselor.
2. ~ployees who wish to make an appoint=ent for an initial
.counseling session may call the office between 9:00 A.M.
and 6:00 P.M., Monday through Friday.
3. Personnel officers, supervisory perso~~el or medical
officers may refer employees to the counselor for an
~nitial session. Such personnel are ~o refer only and
not bedome involved in the employee's ?ersonal problems
or progress. Referrals may be based only upon the failure
of an employee to meet job performance standards or other
terms and conditions specified by Personnel policy.
J .IV- g7
Exhibit A
Employee Assist. Program
Paqe 2
Counselinq and Referral
1. Employees may meet with the counselor durinq reqular
workinq hours providinq they have the permission of their
superiors. A counselor is available at a set time; there-
fore, reasonable accommodation should be made by the
superior.
2. If employees wish to meet with the counselor after his/
her scheduled time, such appointments shall be secured
in advance.
3. All meetinqs and counselinq sessions shall be kept con-
fidential by the counselor.
4. The counselor shall offer initial counselinq, information,
the name of community resources, and encouraqe the employee
to take advantaqe of the resources if necessary. He/she
shall answer any questions the employee may have reqardinq
these facilities.
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Exhibit B
ALCOHOL DEPENDENCY REFERRALS
Purpose:
To assist employees who are troubled by alcohol dependency find
appropriate and professional gUidance before such problems render
them unemployable and to reduce the high social and financial
costs of health problems, absenteeism, and poor work performance
associated with alcohol dependency.
Policy Amplification:
It is a recognized fact that alcoholism is a disease for which
there is treatment and rehabilitation.
Alcoholism is defined as a disease in which a person's consump-
tion of any alcoholic beverage definitely and repeatedly interferes
with the individual's health and/or jOb performance.
-
Persons who suspect that they may have an alcoholism problem even
in its early stages, are encouraged to seek diagnosis and follow
through with treatment that may be prescribed by qualified pro-
fessionals in order to arrest the disease as early as possible.
Procedures:
1. Employees who suspect they'they, or their family members
may have personal or jOb related problems caused by
alcohol dependency are encouraged to seek help on their
own. If uncertain about what community resources are
available or other forms of assistance may be provided,
the employee should call the counselor and speak with
him/her confidentially.
2. If the employee wishes to make an appointment with the
counselor for a confidential discussion of the matter,
he may do so.
3. Personnel officers, supervisory pe~sonnel or medical
personnel may refer the employees to the counselor for
initial counseling. Since personnel officers and
supervisory personnel do not have the medical quali-
fications to diagnose alcohol~sm, such referrals may
be based only upon ~he failure of an employee to meet
jOb performance standards or other terms and conditions
specified in the Personnel policy.
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Exhibit B
Alcohol Dependency Referrals
Page 2
Counseling and Referral:
1. Employees may meet with the counselor during regular
working hours providing they have the permission of
their superiors. A counselor is available at a set
time I therefore, reasonable accommodation should be
made by the superior.
2. If the employees wish to meet with the counselor after
his/her scheduled time, such appointments shall be se-
cured in advance.
3. All meetings and counseling sessions shall be kept
confidential by the counselor.
4. The counselor shall offer initial counseling, information,
the names of community resources, and encourage the em-
ployee to take advantage of the-resources if necessary.
He/she shall answer any questions the employee may have
regarding the facilities.
s. The decision to request diagnoses and treatment from
community resources is the personal responsibility of
the employee.
6. Employees who participate in treatment are expected to
meet existing jOb performance standards and work rules.
7. Nothing in this policy is to be interpreted as consti-
tuting a waiver of management's rights to maintain
discipline or take disciplinary measures within the
framework of the Personnel rules in the case of mis-
conduct which may result from alcoholism.
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J...uuy 6, 1986
TO WHOM IT MAY CONCERN:
In April; 1985. the San Bernardino City Unified School District implemented
an Employee Asslst...ce Program. All District employees and members of
their immediate families are eligible to participate in the program. The
counseling services are provided by the Counseling Team of San Bernardino.
The Counseling Team was selected after reviewing many proposals and-inter-
viewing several providers of Employee Assistance Programs. The final
selection wes based upon their ability to develop a rapport with District
employees, philosophy of using referrals as a last resort, commitment to
confidentiality, scope of services, and cost. The Counseling Team has
lived up to those expectations and more.
In addition to counseling services, The Counseling Team has presented a
number of training programs for supervisors and managers. These programs
have been well received and have given supervisors the self-confidence to
deal with a number of delicate situations involving troubled employees.
Each case was handled in a very professional manner by the staff of The
Counsel ing Team.
Based upon our experience, it is easy to recommend The Counseling Team to
provide an Employee Assistance Program for other employers.
Sincere Iy,
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~~SEPH ~WOODFOR~ .-
Director of Employee Relations
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January 7, 1986
To Whom It May Concern:
It lives me Ireat pleasure to endorse the -Counselinl
Team- as providers of ~sychololical services.
Ms. Nancy Sohl and her staff are uniquely qualified to
provide a full range of services from entry level
testing to employee assistance. Their humanistic
approach to the trauma which affects employees has
saved incalculable Sums in worker's compensation and
retirement funds.
Please feel free to call on me at any time regarding
the services we have rec~ived from the Counseling Team.
J .e%1!~nant
rofessional Standards
JEN:ddl
Post Office 80, S6'i. San Bernardino. CA 'n403
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Dep.rt",ent Personnel
January 6, 1986
I'tIon. No.:
370-5062
TO WHOM IT MAY CONCBRN:
The City of Colton obtained the services of THB COUNSELING
TEAM in 1983 and we have been extremely pleased with the level
of services they have provided our employees, their spouses and
children.
In addition to the services provided under the Employee Assistance
Program, the firm has presented numerous one-day workshops to
our employees and management staff. These workshops have
consisted of sessions on sick leave, communicating effectively,
employee awareness, working with the public, self-image for
women, managing stress, and from time-to-time they have conducted
orientations for all new employees to make them aware of the
services-offered under the BAP.
In 1983, sick leave used by employees decreased by 22' for a
cost savings of approximately $29,320. We firmly believe that
much credit goes to The Counseling Team who assisted employees
with various problems as well as supervisors with appropriate
training.
One instance of how well the program has worked has resulted
in two years of perfect attendance (1984 and 1985) by an employee
who had consistently abused the sick leave privilege during 15
years of employment.
Our employees feel that this is one of the best benefits provided
them by the City. We have also noticed a great improvement in
productivity, attendance and supervisory training.
I highly recommend The Counseling Team to any agency interested
in obtaining these types of services for their employees. If
I can elaborate further, please do not hesitate to call me.
ve.,~ '>n.. Jun_)
PEGGY MADSEN
Director of Personnel
-
CITY OF COLTON CIVIC CENTER . 150 N. LA CADENA DRIVE . COLTON. CALIFORNIAlIZ3Z4
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City of Ria/to
California
O"ICE or 'DSOIDlEL
(714) 820-2S40
Janll&q 7, 1986
To Whoa It May CoIlcen:
The City of &1alto he. offered an ~loyee ...l.tance 'roar.., throuah
The Couna.liaa Te.., .ince March of 1984.
The ..rvice. provid.d are cODfldentlal and avallable to all Clty
employee.. The prOal''' cODt1Due. to b. .upported by the labor aroup.
a. well .. -a-t .taff.
The COUD.elina Te.. he. prOV.D to b. v.q flexlble in .ch.dul1Da
appo1Dc.eut. for eaployer-.ad. ref.rr.l..
The fact thet the proara doe. DOt U..lt the DUllber of ....1011. to lta
partlclplll1t. ..u. lt ...l.r to ...k ass1atance. The av.raa. 1D.uranc.
pollcy provid.. coveraa. for couna.l1Da ..rvice. but 1. veq r.strlctlve
1D the _UIlt covered ad the DUIIb.r of ....10D. allowed. Throuah the
z.ploy.. ...l.tanc. 'roar.. an employ.. 1. coufldant of r.c.lv1Da
.ervices thet nu DOt be "cut off" by an iDaurance policy ther.by
becoa1Da a f1DaDc1al burdlll1.
The Counaeliaa Tea cOl1t1Due. to fulfill the D..d. of our Clty 1D
provid1Da lta Hrvic.. to o~r .mploy.e. and our 1Il&D&aen.
S1Dcerely,
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'Grac~ J~raeD.OI1
'.rsoDD.l Dir.ctor
ISO SOUTH ~AL'" AVENUE, "IALTO. CALllfO..NIA unl
. 'HONE 17Ul '75-U10
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ON'AI'O. CALlfOINIA "7..
AliA CODI 71.
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January 14, 1986
'1'0 WIOM IT MAY CXJN:ERN:
This letter is written as a letter of reference on ow: 81lployee assistance
progrlllll providers, '!be ..........liag ~.
Our i"9 the approximate two years The Counseli~ TellIII has worked with the
City, they have done an outstanding job in providing assistance to our
_ployees, and resolvi"9 potential disciplinary problems. I would highly
rer..........nd them to any other organization as an EM' proqrlllll provider.
If you would like to ask any questions about their services, quality of
treatment, etc., please feel free to contact me perSOnally.
Sincerely,
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~~'{V'f",:\' ~ I ....'.." - ,
Dennis Morris
Personnel Director
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