Helping Connections Program – COVID-19 Emergency Grant

Helping Connections Program – COVID-19 Emergency Grant

1.0 INTRODUCTION

1.1 The purpose of this contract is to specifically address the needs of individuals with: 1) serious mental illness (SMI) or SMI with co-occurring SUDs (70%); 2) mental disorders less severe than SMI requiring mental health care as a result of COVID-19 (20%); and 3) healthcare practitioners with mental health disorders less severe than SMI requiring mental health care as a result of COVD-19 (10%.).

The grant goals are: 1) Develop a comprehensive plan for providing increased mental health and co-occurring services during the COVID-19 emergency; 2) Provide rapid screening and assessment services; 3) Provide evidence-based practices beginning day one of contract increase; 4) Increase number of recovery support services, including via telehealth and telephone and including housing and vocational services; and 5) Implement a crisis mental health service plan that maximizes telehealth/telephone services that de-escalate, divert and prevent potential crises from rising to the level of needed crisis center or hospitalization stays.

2.0 WORK REQUIREMENTS

2.1 Contractor shall provide the resources necessary to meet goals 1-5 above.

2.1.1 Contractor shall provide easy access to an array of mental health and substance use disorder services to meet the demand for COVID-19 related services, while maximizing telehealth including telephone services during the crisis:

2.1.1.1 Participate in regularly-scheduled Zoom meetings to complete a comprehensive plan for the COVID-19 Helping Connections Program;

2.1.1.2 Provide same day screening, initial assessment and initial plan to meet immediate and presenting needs;

2.1.1.3 Complete comprehensive assessment and integrated care plan between 30 days for best practice, 60 days maximum;

2.1.1.4 Provide increased recovery support services such as housing supports and employment services utilizing the Individual Placement and Supports (IPS) evidence-based practice.

2.1.1.5 Increase the utilization of peer recovery support specialists, case managers, and family support providers to provide recovery support services in 2.1.1.4.

2.1.1.6 Continue work of 24/7 mobile crisis teams, utilizing IPads and/or pre-paid phones as possible to reduce in-person mobile crisis need. Increase outpatient crisis service array.

2.1.1.7 Produce a safety plan in partnership with individuals, whenever possible, with a goal to create more safety in the community than would be possible in congregate care during the COVID-19 crisis.

2.2 Provide incentives to individuals receiving services under the COVID-19 grant, for completing interviews for the required Government Performance Results Act (GPRA) reporting. Provide adequate staff time (ideally recovery support providers or family support providers), to conduct interviews.

2.3 Contractor shall hire and/or assign 1 (one) FTE or equivalent Outreach Worker to be assigned to this grant.

2.3.1 Contractor shall ensure Outreach Worker maintains a pipeline of qualified current and new consumers for this project through active outreach and engagement.

2.3.2 Contractor shall ensure Outreach Worker researches and contacts current potential program consumers.

2.3.3 Contractor shall ensure Outreach Worker actively engages with local community partners, including but not limited to, hospitals, FQHC, police/fire/emergency response providers, DHS and housing/homeless services.

2.3.4 Contractor shall ensure Outreach Worker on boards new consumers into program.

2.3.5 Contractor shall ensure Outreach Worker participates in staffings regarding program consumers.

2.3.6 Contractor shall ensure Outreach Worker maintains a consumer participant log.

2.4 Contractor shall ensure that designated project staff participate in all ODMHSAS required training and participate in required meetings.

2.5 Contractor shall provide all data required for grant reporting.

3.0 PERFORMANCE MONITORING

3.1 The Department will monitor the performance of the Contractor.

3.2 Contractor shall provide a written quarterly report to ODMHSAS that documents provision of services described in 2.0 above.

4.0 COMPENSATION

4.1 Contractor shall be reimbursed for services upon documentation of expenditures and reporting requirements, according to procedures determined by the Department, and pursuant to a Department approved project budget.

4.2 Contractor shall submit a monthly invoice to the Department, subject to approval.

4.3 Invoices shall be electronically submitted or sent to: contracts@odmhsas.org

Contracts

Oklahoma Department of Mental Health and Substance Abuse Services

2000 N. Classen Blvd. 2-600

Oklahoma City, Oklahoma 73106

- Helping Connections Program Intensive Outreach – COVID-19 Emergency Grant (MHAO)

Helping Connections

Outpatient Outreach and Engagement

1.0 INTRODUCTION

1.1 This contract is to provide resources necessary to improve outpatient engagement in Tulsa, Oklahoma. Outreach is focused on those most in need of meaningful and ongoing outpatient treatment.

The Helping Connection goals are: 1) Provide intensive outreach activities; 2) Engage the most vulnerable persons who are not currently receiving outpatient services on a consistent basis; 3) strengthen the current outreach efforts through additional staff, training and partnerships; 3) Explore the use of telehealth/telephone as valid outreach methods; and 3) test new approaches to one of the biggest issues for people with SMI in accessing treatment – which is lack of transportation. Specifically, test the concept of a “connection station” where with MHAO assistance, individuals could connect to their chosen service provider, or to a provider for engagement activities as a possible service provider.

2.0 WORK REQUIREMENTS

2.1 Contractor shall provide the resources necessary to improve outpatient engagement.

2.1.1 Contractor shall fund a full-time outreach position that is dedicated to this project. This position shall:

2.1.1.1 Serve as central coordinator of outreach activities, connecting with CMHCs and CCARCs for warm hand offs.

2.1.1.2 Conduct searches for persons with SMI, and SMI with co-occurring substance use disorders who are challenging to reach.

2.1.1.3 Assist to create or restore connections to one of the CMHCs.

2.1.1.4 Troubleshoot with all partners concerning the persons who are the most difficult to locate and engage.

2.2 Contractor may provide incentives to persons with serious mental illness (SMI) and SMI with co-occurring substance use disorders who are leaving higher levels of care, or at great risk of going into higher levels of care, to engage in treatment and attend appointments.

2.3 Contractor shall ensure that designated project staff participate in all ODMHSAS required training.

2.4 Contractor shall provide all data required for grant reporting.

3.0 PERFORMANCE MONITORING

3.1 The Department will monitor the performance of the Contractor.

3.2 Contractor shall provide a written quarterly report to ODMHSAS that documents provision of services described in 2.0 above.

4.0 COMPENSATION

4.2 Contractor shall submit a monthly invoice to the Department, subject to approval.

4.3 Invoices shall be electronically submitted or sent to: contracts@odmhsas.org

Contracts

Oklahoma Department of Mental Health and Substance Abuse Services

2000 N. Classen Blvd. 2-600

Oklahoma City, Oklahoma 73106

- Higher Education Campus Outreach (OSRHE)

Oklahoma State Regents for Higher Education Campus Outreach State Opioid Response (SOR) & State Opioid Stimulant Grant

1.0 INTRODUCTION

1.1 Contractor shall provide campus outreach services for the prevention of non-medical use of prescription drug (NMUPD) and stimulant use in Oklahoma’s university and college campuses. Services will be approved in a minimum of 5 Oklahoma’s university or college settings determined by the Oklahoma State Regents for Higher Education.

2.0 WORK REQUIREMENTS

2.1 Contractor shall:

2.1.1 Develop a communication and campus outreach plan that will utilize both universal and targeted media and information dissemination strategies on opioid and stimulant use, prescription opioid storage and disposal. This operative approach will increase delivery of key health, safety and service access messages that will provide an intentional focus on the general student/staff population and students/staff at risk for opioid misuse, opioid use disorder, and opioid overdose; and stimulant use and overdose

2.1.2 Ensure that campus outreach contractors will mobilize to deliver training, disseminate communication material, drive service referrals, and increase campus action on opioid prevention.

2.1.3 Ensure that campus outreach contractors will access resources and technical assistance from local Regional Prevention Coordinators (RPC’s) in an effort to support and partner on campus outreach services.

2.1.4 Promote campus prevention services, Overdose Education and Naloxone Distribution (OEND) services, and treatment services available to those at risk and those who can reach others at risk, including faculty, staff, student organizations and athletic departments.

2.1.5 Disseminate patient education material on prevention of NMUPD and stimulants, overdose prevention, naloxone administration and access to SUD treatment services.

2.1.6 Track the number of media impressions, students and staff reached, referrals, materials disseminated.

2.1.7 Use Oklahoma’s Prescription for Change campaign or other ODMHSAS approved material (print, web, video, etc.) to communicate to the public about opioid and stimulant services.

2.1.8 Submit a two-year plan that includes project evaluation, collection of key measures and budget detail worksheet.

3.0 PERFORMANCE MONITORING

3.1 Oklahoma Department of Mental Health and Substance Abuse Services will monitor the performance of the Contractor.

3.2 Contractor shall report on progress toward contract activities and submit to the Department by the 15th of every month. Reports shall: (1) summarize activities/progress/barriers related to the Work Requirements; (2) report process and outcomes measures for the project; and (3) identify key project challenges and methods to address challenges.

3.3 Contractor shall submit monthly billing documentation as outlined in the Compensation section.

4.0 COMPENSATION

4.1 Contractor shall be reimbursed for service documentation of expenditures pursuant to a Department approved project budget and according to procedures determined by the Department. Contractor may claim expenses for: personnel costs (i.e. training, technical assistance, evaluation, research, program coordination), supplies, travel, and indirect fees every 30 days.

4.2 A properly completed invoice must be submitted within 30 days of the end of the month in which services were delivered and include the following items:

4.2.1 Name, address and FEI number of the contractor.

4.2.2 Invoice date.

4.2.3 Period covered by invoice.

4.2.4 Purchase order number.

4.3 Contractor shall invoice the Department. The State of Oklahoma has 45 days from presentation of a proper invoice to issue payment to the contractor. The Department may withhold or delay payment to any Contractor failing to provide required programmatic documentation and/or requested financial documentation. If the Contractor is unable to support any part of their claim to the Department and it is determined that such inability is attributed to misrepresentation of fact or fraud on the part of the contractor, the Contractor shall be liable to the Department for an amount equal to such unsupported part of the claim in addition to all costs, including legal, attributable to the reviewing and discovery of said part of claim. Liability under this section shall be determined within five years of the commission of such misrepresentation of fact or fraud.

4.3.1 Contractor is not required to submit supporting documentation of claimed expenses with monthly invoices but shall retain supporting documentation of all expenditures for review during annual site visits and upon request from the Department.

4.4 Allowable costs must be consistent with section 34 CFR Subtitle A §80.22 Allowable costs.

4.4.1 Allowable Expenses:

4.4.1.1 Personnel: Salaries, wages, and actual fringe benefit costs. Personnel costs must not include time for indirect services. Personnel costs for the purpose program administration.

4.4.1.2 Travel/Per Diem: Travel and per diem expenses for project staff during the execution of the project. All travel costs shall be in accordance with the Oklahoma State Travel Reimbursement Act (OSTRA). All out of state travel/per diem for staff must be pre-approved by the ODMHSAS.

4.4.1.3 Training: Conference/seminar tuition fees necessary for the project staff and/or volunteers; must be approved by the Department.

4.4.1.4 Supplies: Consumable supplies allowable when necessary to conduct the project

4.4.1.5 Contractual: Essential consultant/program services which cannot be met by project or state personnel. Contractor shall receive prior approval from the Department for subcontracts.

4.4.1.6 Equipment: Equipment, property or other capital purchases with a minimum cost of $500 per item, not to exceed a total of $2,500 per contract period.

4.4.1.7 Other Direct Service Expenses: Must be clearly defined in the budget justification. Acquisitions of promotional or incentive items shall comply with the established guidelines and limits established by the ODMHSAS.

4.4.1.8 Indirect costs is limited to 15% of total direct costs. Indirect costs are costs incurred for common or joint objectives that cannot be identified specifically with a particular project, program, or organizational activity. Facilities operation and maintenance costs, depreciation, and administrative expenses are examples of costs that usually are treated as indirect costs. The organization is responsible for presenting costs consistently and shall not include costs associated with its indirect rate as direct costs.

4.4.2 Unallowable Expenses:

4.4.2.1 Any activity that is not directly related to the coordination of the project.

4.4.2.2 Meals (except when paid as per diem to consultants or conference/workshop leaders).

4.4.2.3 Acquisition costs of real property, as well as construction costs.

4.4.2.4 Entertainment costs for amusement and diversion, including activities/events provided as program rewards and incentives.

4.4.2.5 Out of state expenses for when comparable events/activities occur within the state.

4.4.2.6 Advocacy by staff on contract time and/or advocacy efforts that involve hiring of lobbyists or travel for the purpose of lobbying.

4.4.2.7 Ongoing, non-project related expenses such as telephones, postage, and stationery, etc.

4.4.2.8 Fund raising expenses incurred solely to raise capital or obtain contributions, including staff time for the purpose of fund raising.

4.5 A budget revision request submitted by the Contractor during the contract period must be submitted on the detailed budget form and include a narrative explanation of the reasons for the revision request and the benefit to the program resulting from the revision. No budget revisions are to be submitted after June 1 of the contract period. Contractor shall limit budget revision requests to three (3) per fiscal year. Budget revisions may not change the scope of work of the contract. (A scope change occurs when a budget is revised in such a way that it does not provide for the expenditures necessary to fulfill the contractor’s duties and performance requirements as stated in the entire agreement). Budget revisions must be requested in advance of incurring expenditures and are not effective until approved in writing by the Department. Expenditures incurred without prior approval of a budget revision shall be the responsibility of the Contractor and will not be reimbursed by the Department.

4.6 Contractor shall maintain required records and supporting documentation, for validation of costs billed to the Department for six years from the ending date of the contract.

4.7 Invoices shall be electronically submitted or sent to: contracts@odmhsas.org

Contracts

Oklahoma Department of Mental Health and Substance Abuse Services 2000 N. Classen Blvd. 2-600

Oklahoma City, Oklahoma 73106

- OK GBG Training, Evaluation, Technical Assistance

Oklahoma State University, Center for Family Resilience

Specialty Prevention Services - Oklahoma GBG

1.0 INTRODUCTION

1.1 The OSU Center for Family Resilience develops and coordinates a support system for implementation and evaluation of the Good Behavior Game (GBG) among participating Oklahoma schools. The vision for the support system is to scale sustainable GBG in schools across the state. The support system will build local GBG capacity by training school personnel as a master training venue, providing mixed-method consultation for successful GBG implementation, and operating a GBG evaluation platform to collect, analyze and report program outcomes.

2.0 WORK REQUIREMENTS

2.1 Contractor shall establish OSU CFR as GBG trainers. Training should be selected based on the goal to build the capacity of OSU CFR to train and consult school personnel in GBG (i.e. Locally Accredited Pax Partner). OSU CFR shall ensure that individuals trained in GBG under this contract agree to perform GBG services on behalf of the ODMHSAS during the project period and up to two years after training is completed.

2.2 Contractor shall develop and submit to ODMHSAS a detailed project work plan for the project year to include measureable objectives, timelines for completion, and project staffing for the GBG support system no later than September 30, 2020. The project work plan shall include recruitment and delivery of training, support and evaluation services; Contractor shall specify the number of classroom teachers to be trained and the number of classroom teachers to be trained and supported for ODMHSAS approval. The work plan shall include a plan to secure written agreements with the partner schools and/or individual trainees (i.e. teachers). The work plan shall include a commitment to cultural and linguistically appropriate support services as well as an attention to sustainability (i.e. school policies). Contractor shall implement services described in the project work plan as approved by the ODMHSAS.

2.3 Contractor shall develop and submit to the ODMHSAS a detailed project evaluation work plan for the initial project year and three subsequent years. The evaluation work plan may be integrated with the project work plan. The evaluation work plan shall include process and outcome measures for students, staff, and other school- and community-level indicators. Evaluation measures shall minimally relate to reductions/change in risk factors for substance abuse and mental/emotional health problems. Contractor shall identify opportunities and make recommendations to the ODMHSAS to evaluate long-term program outcomes.

2.4 Contractor shall establish and lead a GBG advisory committee to include the ODMHSAS, Oklahoma State Department of Education, select partner schools, and project staff for the purpose of project guidance, coordination, and planning for replication and sustainability. Contractor shall participate in other mandatory ODMHSAS trainings or meetings.

2.5 Contractor shall promote GBG in appropriate venues for the purpose of school recruitment, reporting of program accomplishments, and other needs defined by the ODMHSAS.

2.6 The ODMHSAS may require project staff to obtain certification as a Prevention Specialist (CPS or APS) and/or complete Substance Abuse Prevention Skills Training (SAPST) and other relevant trainings.

2.7 Contractor shall obtain written consent from a parent or legal guardian prior to transporting minor children for activities conducted under this scope of work. It is not anticipated that minor children will be transported under this project. Contractor shall obtain written consent from a parent or legal guardian prior to participation of minor children in activities, including evaluation or research, conducted under this scope of work. Contractor shall retain documentation of parental/legal guardian consent and make available for review as requested by the Department.

2.8 Contractor shall ensure background checks on all staff and volunteers are conducted and shall maintain documentation of such checks. At a minimum, background checks shall search records from the Oklahoma State Bureau of Investigations. All staff and volunteers working with minor children shall, at a minimum, meet the statutory requirements proscribed by Oklahoma State law and demonstrate said personnel has no felony convictions, crimes of moral turpitude, or alcohol or drug-related offenses. If Contractor has staff or volunteers with felony convictions, crimes of moral turpitude, or alcohol or drug-related offenses, Contractor shall have a policy that provides for review of the consideration of the possible benefit of the applicant, employee, or volunteer along with the possible risk as evidenced by previous criminal activity.

2.9 Contractor shall at all times carry and maintain Commercial General Liability insurance of no less than one million dollars $1,000,000 for any claim or claims that may arise from a single incident. For professional services contractors, they must also provide Professional Liability insurance to adequately compensate persons for an act of professional negligence by Contractor, its agents, employees or the like. Said policies must provide that the carrier may not cancel or transfer the policy without giving the Department thirty (30) days written notice prior to the cancellation or transfer. Contractor shall timely renew the policies to be carried pursuant to this section throughout the term of the contract and provide the Department with evidence of such insurance and renewals upon request.

2.10 Contractor shall provide a certificate of insurance showing proof of compliance with the Oklahoma Workers’ Compensation Act.

3.0 PERFORMANCE MONITORING

3.1 Contractor shall report quarterly on contract activities and submit to the Department no later than October 15, 2020, January 15, 2021, April 15, 2021, and July 31, 2021.The July 31, 2021 report shall serve as the end of year report and shall: (1) summarize activities/progress/barriers related to the Work Requirements; (2) report process and outcomes measures for the project; and (3) identify key project challenges and methods to address challenges.

4.0 COMPENSATION

4.1 Allowable costs must be consistent with section 34 CFR Subtitle A §80.22 Allowable costs.

4.2 Itemized Reimbursable Services: Each Service or Deliverable in Column A of the below table shall not exceed the amount listed in the corresponding row under Column B. Rate per the unit type listed in Column D. Unit. The maximum amount of times that each service can be reimbursed during the contract period can be found in Column C. The total reimbursement for each type of service shall not exceed the percentage of the total contracted amount listed in Column E. Payments shall be made upon satisfactory documentation of service as approved by the ODMHSAS.

A. Service/Deliverable	B. Rate	C. Max	D. Unit	E. Percentage of Total
PAX GBG Training: 1-day, educator training (40 attendees); PAX kits; staff coverage.	$18,872.00	8	per training	24.98%
PAX Partner Training: 2-day, specialized training (15 attendees); staff coverage.	$18,744.00	1	per training	2.10%
PAX Tools TOT Training: 1-day, community educator training; staff coverage.	$16,872.00	1	per training	2.79%
PAX Tools Training: 3-hr, community/parent/teacher/youth worker training; PAX Tools kits; staff coverage.	$1,562.00	10	per training	2.59%
Internal Partner Stipends: Payment for internal/embedded PAX Partners at participating sites.	$1,500.00	15	per partner	2.72%
Internal Partner Support: CFR staff support/supervision of Internal PAX Partners for implementation and sustainability of PAX GBG.	$3,159.00	15	per partner	7.84%
Consulting (Onboarding): Coordination and facilitation of meetings with prospective/new PAX GBG sites to include school/district/community stakeholders to plan for training, implementation, evaluation, and sustainability of PAX GBG. Development and execution of MOUs with new partner districts/schools.	$2,398.00	6	per new district/school partnership	1.59%
Consulting (Renewals): Coordination and facilitation of meetings with current PAX GBG sites to include school/district/community stakeholders to plan for implementation, evaluation, and sustainability of PAX GBG through the Internal PAX Partner Model. Development and execution of renewal MOUs with participating districts/schools and their Internal PAX Partner.	$468.00	12	per renewed district/school partnership	0.93%
Evaluation: Data collection, data management and data analyses	$936.00	100	per classroom	14.48%
Evaluation: Site level report	$936.00	10	per report	1.55%
Evaluation: Semi-annual report	$2,340.00	1	per report	0.39%
Evaluation: Final annual report	$4,680.00	1	per report	0.77%

4.2.1 Itemized Reimbursable Items

Itemized Reimbursable Items: Each Reimbursable Item in Column A of the below table shall not exceed the amount listed in the corresponding row under Column B. Rate per the unit type listed in Column D. Unit. The maximum amount of times that each service can be reimbursed during the contract period can be found in Column C. The total reimbursement for each type of service shall not exceed the percentage of the total contracted amount listed in Column E. Payments shall be made upon satisfactory documentation in a method approved by the ODMHSAS. Training and travel must be approved prior to attendance.

Service/Deliverable

Max

Unit

E. Percentage of Total

Staff Travel (e.g. PAXIS' Ohio-based trainings)

$2,000.00

per trip

1.32%

Staff Training Registration Fees (e.g. PAXIS' Ohio-based trainings)

$2,000.00

per person

1.32%

4.2.2 Monthly Reimbursable Services:

Each Monthly Reimbursable Service in Column A of the below table shall not exceed the monthly amount listed in the corresponding row under Column B. Rate per the unit type listed in Column D. Unit. The maximum amount of months that can be reimbursed per contract year are found in Column C. The total reimbursement for each type of service shall not exceed the percentage of the total contracted amount listed in Column E. Payments shall be made upon satisfactory documentation in a method approved by the ODMHSAS.

Service/Deliverable

Rate

Max

Unit

E. Percentage of Total

Capacity Building/Sustainability: Staff professional development; weekly project meetings; intervention/evaluation design, short and long-term PAX GBG strategic and sustainability planning. *monthly rate

$6,552.00

month

12.01%

External Partner Support: On-site and remote (virtual) support to sites for the implementation and sustainability of PAX GBG (e.g. school visits, staff meetings, refresher trainings, newsletters, virtual open-houses, email support). *monthly rate

$3,744.00

month

4.57%

4.3 Unallowable Expenses:

4.3.1 Any activity that is not directly related to the coordination of the project.

4.3.2 Meals (except when paid as per diem to consultants or conference/workshop leaders).

4.3.3 Acquisition costs of real property, as well as construction costs.

4.3.4 Entertainment costs for amusement and diversion, including activities/events provided as program rewards and incentives.

4.3.5 Out of state expenses for when comparable events/activities occur within the state.

4.3.6 Advocacy by staff on contract time and/or advocacy efforts that involve hiring of lobbyists or travel for the purpose of lobbying.

4.3.7 Ongoing, non-project related expenses such as telephones, postage, and stationery, etc.

4.3.8 Fund raising expenses incurred solely to raise capital or obtain contributions, including staff time for the purpose of fund raising.

4.4 A budget revision request submitted by the Contractor during the contract period must be submitted on the detailed budget form and include a narrative explanation of the reasons for the revision request and the benefit to the program resulting from the revision. No budget revisions are to be submitted after June 1 of the contract period. Contractor shall limit budget revision requests to three (3) per fiscal year. Budget revisions may not change the scope of work of the contract. (A scope change occurs when a budget is revised in such a way that it does not provide for the expenditures necessary to fulfill the contractor’s duties and performance requirements as stated in the entire agreement). Budget revisions must be requested in advance of incurring expenditures and are not effective until approved in writing by the Department. Expenditures incurred without prior approval of a budget revision shall be the responsibility of the Contractor and will not be reimbursed by the Department.

4.5 Invoices shall be sent via the electronic invoice system as prescribed by the Department.

- Oklahoma First Responder Project (OCARTA)

Oklahoma First Responder Project (OCARTA)

1.0 INTRODUCTION

1.1 Contractor shall coordinate and implement screening, referral, and follow- up services in Oklahoma City and Tulsa for people who have experienced opioid overdose, bystanders, or people misusing opioids.

1.2 Contractor shall implement overdose education and naloxone distribution (OEND) services to individuals at risk for opioid overdose or those who attest to direct contact with people at risk for opioid overdose.

2.0 DEFINITIONS

2.1 OEND – Stands for “Overdose Education and Naloxone Distribution.” OEND services include brief education on opioid overdose prevention, risk factors, symptoms, appropriate use of naloxone medication for emergency opioid overdose, and explanation of available treatment services; and distribution of naloxone medication under the orders of an authorizing prescriber.

3.0 WORK REQUIREMENTS

3.1 Contractor shall provide the resources necessary to coordinate and implement screening, referral, and follow-up services in Oklahoma City and Tulsa as directed by the Department. Contractor is responsible for providing services in accordance with Department issued guidelines.

3.1.1 Contractor shall provide screening services using a Department approved screening tool to all overdose survivors and or bystanders referred by the Department within 48 hours.

3.1.2 Contractor shall provide education and make appropriate referrals to treatment and or recovery services.

3.1.3 Contractor shall follow up with client after first treatment appointment if appropriate.

3.1.4 Contractor shall complete and submit reporting forms as prescribed by the Department.

3.1.5 Contractor shall complete Department required training prior to program implementation.

3.2 Contractor shall provide the resources necessary to coordinate and

- Oklahoma Primary Healthcare Improvement Collaborative (OPHIC) – SBIRT Practice Facilitation Project (OUHSC)

Oklahoma Primary Healthcare Improvement Collaborative (OPHIC)

SBIRT Practice Facilitation Project

1.0 INTRODUCTION

1.1 Contractor shall provide the necessary resources to develop and coordinate primary care quality improvement methods and deploy and supervise academic detailers and practice facilitators who will work with select primary care/family practice providers. The purpose of the services is to create, disseminate and implement evidence-based guidelines and best practices for SBIRT (Screening, Brief Intervention, and Referral to Treatment) in Oklahoma primary care practices.

1.2 Contractor shall provide the necessary resources to develop and coordinate the CARES Act Mental Health Integration Program to aid primary care practices in meeting the behavioral health needs of their patients during the COVID-19 pandemic, through training and technology with emphasis on problem identification and referral services.

2.0 WORK REQUIREMENTS

2.1 Contractor shall:

2.1.1 Recruit and enroll, in coordination with the ODMHSAS, 30 to 40 practices across the state to participate in the project based on readiness and need/risk. Of those practices enrolled, at least one practice will address services for a specialty population targeting women’s health or another identified health disparity.

2.1.2 Provide SBIRT services and GPRA (Government Performance and Results Modernization Act of 2010) documentation for a minimum of 7,400 patients by September 30, 2020 and an additional 2,200 patients by June 30, 2021 to meet required service goal targets.

2.1.3 Define best practices and develop project materials based on evidence-based behavioral health clinical guidelines.

2.1.4 Deploy academic detailing, practice facilitation, dashboard monitoring, and other supports to implement guidelines and evaluate defined process and outcome measures. Train current PFRs to serve as practice facilitators for the SBIRT project.

2.1.5 Monitor patient outcomes, resource coordination, and use of best practices.

2.1.6 Advocate for community health initiatives and research assistance.

2.1.7 Submit a two-year plan that includes project evaluation, collection of key measures and budget.

2.1.8 Develop course content that pertains to the prevalence of depression, alcohol misuse and substance misuse in order to provide evidence based information for the primary care workforce in order to carry out the SBIRT model.

2.1.9 Provide ongoing consultation and technical assistance to the practice sites.

2.1.10 Collaborate with Oklahoma Department of Mental Health and Substance Abuse Services staff and other stakeholders on developing local agreements where needed.

2.1.11 No later than December 30, 2020, establish an application and award process utilizing designated CARES Act funding to resource the completion of three clinician/practice-level deliverables: (1) completion of a behavioral health plan and designation of a behavioral health coordinator; (2) completion of behavioral health training; and (3) demonstration of initiation of integrated behavioral health services. Contractor shall coordinate with and receive prior approval from the Department on the development of program requirements, management plan, and program budget. Contractor shall provide a weekly report of progress and performance metrics to the Department. Clinician/practice enrollment in the SBIRT program is not required.

3.0 PERFORMANCE MONITORING

3.1 Oklahoma Department of Mental Health and Substance Abuse Services will monitor the performance of the Contractor.

3.2 Contractor shall report monthly on contract activities/progress/barriers and submit to the Department no later than 15 days following the close of each month. Reporting shall include prompt notification of any barriers to meeting the service goal target numbers detailed in the Work Requirements. The final report, due July 31, 2021, shall serve as the end of year report and shall: (1) summarize activities/progress/barriers related to the Work Requirements; (2) report process and outcomes measures for the project; and (3) identify key project challenges and methods to address challenges.

3.3 Contractor shall submit monthly billing documentation as outlined in the Compensation section.

4.0 COMPENSATION

4.1 SBIRT - Contractor shall be reimbursed for services upon documentation of expenditures, according to procedures determined by the Department, pursuant to a Department approved project budget. Payment for this contract shall not exceed $923,432 per year.

4.2 CARES Mental Health Integration Program – Contract shall be reimbursed for services upon documentation of expenditures, according to procedures determined by the Department approved project budget. Payment for these services shall not exceed $800,000 with a project period of 8/1/2020 to 12/30/2020.

4.2 Compensation is on a cost reimbursement basis. Expenditures for services shall be reimbursed upon documentation of expenditures pursuant to a Department approved project budget and according to procedures determined by the Department. Contractor may claim expenses for: personnel costs (i.e. training, technical assistance, evaluation, research, program coordination), supplies, travel, and indirect fees every 30 days.

4.3 A properly completed invoice must be submitted within 30 days of the end of the month in which services were delivered and include the following items:

4.3.1 Name, address and FEI number of the contractor.

4.3.2 Invoice date.

4.3.3 Period covered by invoice.

4.3.4 Purchase order number.

4.4 Contractor shall invoice the Department monthly. The State of Oklahoma has 45 days from presentation of a proper invoice to issue payment to the contractor. The Department may withhold or delay payment to any Contractor failing to provide required programmatic documentation and/or requested financial documentation. If the Contractor is unable to support any part of their claim to the Department and it is determined that such inability is attributed to misrepresentation of fact or fraud on the part of the contractor, the Contractor shall be liable to the Department for an amount equal to such unsupported part of the claim in addition to all costs, including legal, attributable to the reviewing and discovery of said part of claim. Liability under this section shall be determined within five years of the commission of such misrepresentation of fact or fraud.

4.4.1 Contractor is not required to submit supporting documentation of claimed expenses with monthly invoices but shall retain supporting documentation of all expenditures for review during annual site visits and upon request from the Department.

4.5 Allowable costs must be consistent with section 34 CFR Subtitle A §80.22 Allowable costs.

4.5.1 Allowable Expenses:

4.5.1.1 Personnel: Salaries, wages, and actual fringe benefit costs. Personnel costs must not include time for indirect services. Personnel costs for the purpose program administration shall not exceed 6% of the total contract amount.

4.5.1.2 Travel/Per Diem: Travel and per diem expenses for project staff during the execution of the project. All travel costs shall be in accordance with the Oklahoma State Travel Reimbursement Act (OSTRA). All out of state travel/per diem for staff must be pre-approved by the ODMHSAS.

4.5.1.3 Training: Conference/seminar tuition fees necessary for the project staff and/or volunteers; must be approved by the Department.

4.5.1.4 Supplies: Consumable supplies allowable when necessary to conduct the project

4.5.1.5 Contractual: Essential consultant/program services which cannot be met by project or state personnel. Contractor shall receive prior approval from the Department for subcontracts.

4.5.1.6 Equipment: Equipment, property or other capital purchases with a minimum cost of $500 per item, not to exceed a total of $2,500 per contract period.

4.5.1.7 Other Direct Service Expenses: Must be clearly defined in the budget justification. Acquisitions of promotional or incentive items shall comply with the established guidelines and limits established by the ODMHSAS.

4.5.1.8 Indirect costs limited to 26% of total direct costs. Indirect costs are costs incurred for common or joint objectives that cannot be identified specifically with a particular project, program, or organizational activity. Facilities operation and maintenance costs, depreciation, and administrative expenses are examples of costs that usually are treated as indirect costs. The organization is responsible for presenting costs consistently and shall not include costs associated with its indirect rate as direct costs.

4.5.2 Unallowable Expenses:

4.5.2.1 Any activity that is not directly related to the coordination of the project.

4.5.2.2 Meals (except when paid as per diem to consultants or conference/workshop leaders).

4.5.2.3 Acquisition costs of real property, as well as construction costs.

4.5.2.4 Entertainment costs for amusement and diversion, including activities/events provided as program rewards and incentives.

4.5.2.5 Out of state expenses for when comparable events/activities occur within the state.

4.5.2.6 Advocacy by staff on contract time and/or advocacy efforts that involve hiring of lobbyists or travel for the purpose of lobbying.

4.5.2.7 Ongoing, non-project related expenses such as telephones, postage, and stationery, etc.

4.5.2.8 Fund raising expenses incurred solely to raise capital or obtain contributions, including staff time for the purpose of fund raising.

4.6 A budget revision request submitted by the Contractor during the contract period must be submitted on the detailed budget form and include a narrative explanation of the reasons for the revision request and the benefit to the program resulting from the revision. No budget revisions are to be submitted after June 1 of the contract period. Contractor shall limit budget revision requests to three (3) per fiscal year. Budget revisions may not change the scope of work of the contract. (A scope change occurs when a budget is revised in such a way that it does not provide for the expenditures necessary to fulfill the contractor’s duties and performance requirements as stated in the entire agreement). Budget revisions must be requested in advance of incurring expenditures and are not effective until approved in writing by the Department. Expenditures incurred without prior approval of a budget revision shall be the responsibility of the Contractor and will not be reimbursed by the Department.

4.7 Contractor shall maintain required records and supporting documentation, for validation of costs billed to the Department for six years from the ending date of the contract.

- Regional RPC

Regional Prevention Coordinator

1.0 INTRODUCTION

1.1 The Oklahoma Department of Mental Health and Substance Abuse Services (ODMHSAS), an agency of the State of Oklahoma, is continuing funding for Region 6 to implement alcohol and other drug prevention services commencing July 1, 2020.This contract is the final year of the awarded grant and will expire on June 30, 2021. The contract will support community-based planning and implementation of evidence-based alcohol and other drug prevention strategies.

1.1.1 The purpose is aligned with the vision, mission, and goals of the state’s strategic prevention plan to create prevention-capable communities in order to:

1.1.1.1 Prevent the onset and reduce the progression of substance abuse;

1.1.1.2 Reduce the problems/consequences related to substance abuse; and

1.1.1.3 Increase prevention capacity and prevention infrastructure at the community level.

1.1.2 The ODMHSAS intends to achieve this purpose utilizing a public health approach termed hereafter as the Strategic Prevention Framework (SPF). The SPF is a community-based approach to prevention and a series of implementation principles intended to produce population-level outcomes.

1.1.3 The state also funds 16 other Regional Prevention Coordinators (RPCs) in order to plan and implement alcohol and other drug prevention services.

1.1.4 Through a separate funding stream, the state will fund high need communities for the Strategic Prevention Framework Partnerships for Success (SPF-PFS) grant. RPCs shall coordinate with SPF-PFS recipients to ensure collaboration, maximization of resources, and that there is no duplication of effort.

1.2 Oklahoma’s Approach to Prevention:

1.2.1 To prevent the onset and prevent/reduce the problems associated with the use of alcohol, tobacco, and other drugs, Oklahoma will work from a theory of change that is supported through research. Research has shown changing population behavior requires targeting resources to issues influencing that behavior (intervening variables, or risk or causal factors). Once these issues have been identified, a comprehensive set of state and community evidence‐based strategies can be selected and employed.

1.2.2 Achieving significant, population‐based behavior change requires more than making a positive impact on the underlying conditions (i.e., risk and protective factors); it requires significant and measurable reductions in the causal factors related to substance abuse. The idea of multiple influences affecting behavioral outcomes is evident in the causal factor research conducted by the Pacific Institute for Research and Evaluation (PIRE). PIRE has identified causal factors or areas of intervention that can make drug using behaviors—and therefore the profusion of health, social, and economic problems related to drug use—more or less likely to occur.

1.2.3 Oklahoma’s commitment to the risk and protective factor model is in alignment with the causal factor model, which represents a public health approach to prevention and emphasizes prevention effects at the community level. Oklahoma appreciates that communities are complex systems with complicated and shifting interactions among and between their parts, and recognizes that preventing substance abuse requires a comprehensive, systematic approach based on a clear understanding of each contributing causal factor and the relationship between those factors. Knowing how—and where—to effectively intervene is essential to achieving population outcomes.

1.2.4 The SPF model employs a public health approach that focuses on achieving population-level outcomes. In instituting the SPF process, Oklahoma has transformed from a focus on services to individuals or small groups of consumers to population‐based approaches that view community wellbeing as the unit of outcome measurement, and from agency‐centered services to coordinated, multi-sector systems approaches that use evidence‐based practices to achieve change.

1.2.5 RPCs are the backbone of Oklahoma’s substance abuse prevention system and are therefore best suited to coordinate a comprehensive prevention system at the local level.

1.3 The Problem:

1.3.1 Alcohol and other drug consumption is a serious public health problem in Oklahoma, driving a multitude of community problems and social consequences. According to the Oklahoma State Epidemiological Outcomes Workgroup (SEOW), a group that compiles and reports on state alcohol and other drug consumption and consequence data, Oklahoma is above the national average in multiple indicators.

1.4 State Priority:

1.4.1 The State conducted a thorough review of available alcohol and other drug consumption and consequence data and identified the following priorities. It is the intention of the ODMHSAS to fund prevention services that address these defined priorities at the community level. It is the responsibility of the RPC to conduct a local-level needs assessment to determine which of the following priorities will be addressed and the priority populations/communities of focus to be served. RPCs are required to select at least one priority from the state’s list of Regional Block Grant/State Funded Priorities. The ODMHSAS may prescribe communities of focus and/or priorities. Regional Block Grant/State Funded Priorities

Construct	Indicator/Measure
Underage Drinking	Current, 30-day alcohol use among youth under age 21
	Current, 30-day binge drinking among youth under age 21
	Current, 30-day drinking and driving among youth under age 21
Adult Binge Drinking	Current, 30-day binge drinking among adults age 18 and older
Adult Binge Drinking	Current, 30-day drinking and driving among adults age 18 and older
Nonmedical Use of Prescription Drugs	Adults > 18 years old use of prescription drugs without a prescription in their lifetime
	Adults > 18 years old non-medical use of prescription drugs in the past 30 days
	Current, 30-day use of prescription drugs among 6, 8, 10, and 12 graders
Methamphetamine Use	Current, 30-day methamphetamine use among 6, 8, 10 and 12 graders
Marijuana Use	Current 30-day marijuana use among 6, 8, 10 and 12 graders
Marijuana Use	Current, 30-day marijuana use among adults age 18‐25 and > 26 years old
Alcohol Use During Pregnancy	Any alcoholic drinks during last 3 months of pregnancy
Alcohol Use During Pregnancy	Alcohol use during pregnancy

2.0 DEFINITIONS

2.1 RPC – Regional Prevention Coordinator

2.2 SPF-PFS – Strategic Prevention Framework Partnership For Success Grant

3.0 WORK REQUIREMENTS

3.1 In order to fulfill the purpose of this contract, the ODMHSAS expects RPCs to systematically:

3.1.1 Assess their communities’ prevention needs based on epidemiological data;

3.1.1 Build community prevention capacity;

3.1.2 Develop strategic plan(s) and work plan(s);

3.1.3 Implement effective community prevention policies, practices, program; and

3.1.4 Evaluate their efforts for outcomes.

3.2 Although the direct recipients of funds from this contract are an RPC, the ODMHSAS expects prevention services to be implemented in partnership between RPCs, coalitions, strategic partners, and communities. The RPCs shall be accountable for demonstrating community coalition and partner planning and implementation of the project. The ODMHSAS expects the RPCs to have two explicit roles at the community-level:

3.2.1 Provide expertise and guidance via training and technical assistance to communities and community coalitions to build substance abuse prevention capacity; and

3.2.2 Strategically coordinate the implementation of prevention services at the local-level in partnership with community stakeholders.

3.3 Coalition Memorandums of Understanding (MOU):

3.3.1 The provider should identify the partner coalition(s) for the selected construct(s) and community indicator(s). RPC and SPF-PFS Contractors should not use the same coalition to address the same priority issue. The coalition must be located in the priority community. The Contractor must maintain an MOU with the coalition. The MOU will agree to (1) allow the RPC to provide capacity building services for the coalition and the community; (2) plan, implement, and evaluate prevention services related to the prioritized indicators identified in the assessment; and (3) cover the entire contract period. If coalitions do not exist in the priority community or are not the appropriate fit for the prioritized indicator(s), a written plan to address this issue must be submitted to the ODMHSAS for written approval.

3.4 Use of Evidence-Based Practices:

3.4.1 This contract is intended to fund prevention strategies that have a demonstrated evidence base and that are appropriate for targeted communities/populations. An evidence-based practice (EBP) refers to approaches to prevention that are validated by documented research evidence.

3.4.2 Contractor shall use the criteria developed by the Oklahoma EBP Workgroup and the ODMHSAS when developing strategic plan(s) and work plan(s). To achieve population-level outcomes, Contractor will be required to implement evidence-based environmental prevention strategies (all strategies are subject to approval by the ODMHSAS and the Oklahoma Evidence-Based Practices Workgroup), which are those policies or practices that create a community or cultural environment that supports healthy and safe behavior. Other strategies that are not part of the community domain are considered supplemental and may be considered with prior written approval from the ODMHSAS.

3.4.3 When developing strategic plan(s) and work plan(s), Contractors are expected to provide justification of the evidence that shows the selected practices are effective. Contractors are also expected to justify the population(s) for which the practice has been shown to be effective/appropriate. Selection of evidence-based practices will be reviewed and approved by the ODMHSAS prior to implementation. Implementation may not begin until the Contractor’s work plan(s) are approved.

3.5 Moving SAMHSA’s SPF from vision to practice is a strategic process that the Contractor and community stakeholders must undertake in partnership. Contractor shall provide the leadership, technical support and monitoring to ensure that the communities of focus are successful in implementing the five steps of the framework listed below. Contractor shall complete required activities for each step of the SPF process at the community site levels. Contractor shall use the SPF to guide all prevention activities throughout the focus community and coordinate and/or leverage all prevention resources whether funded though the RPC or other sources.

3.6 This contract shall be executed consistent with the five steps of the SPF. Contractors complete and submit the RPC community work plans according to deadlines prescribed by the ODMHSAS, before commencing implementation of the strategies.

3.7 The ODMHSAS will provide direct support to the Contractors to fulfill the requirements of this contract. However, the Contractors are viewed as the primary deliverer of guidance and expertise to the communities and coalitions. The following requirements and guidelines lay out the five steps of the SPF as they pertain to this contract.

3.7.1 Step 1: Profile population needs, resources, and readiness to address the problems and gaps in service delivery.

3.7.2 Step 2: Mobilize and/or build capacity to address needs.

3.7.3 Step 3: Develop a comprehensive strategic/work plan.

3.7.4 Step 4: Implement evidence-based prevention policies, programs and practices, and infrastructure development activities.

3.7.5 Step 5: Monitor process, evaluate effectiveness, sustain effective programs/activities, and improve or replace those that fail.

3.8 Data Collection and Evaluation:

3.8.1 RPC evaluation activities shall include all ODMHSAS and SAMHSA data collection and reporting requirements. These activities may include, but are not limited to, participation in a rigorous evaluation, including process and outcome assessments as specified in the final evaluation plan developed between the Supplier and the State evaluation team; collection of National Outcome Measures (NOMs); and participation in any other ODMHSAS or SAMHSA required evaluations. Supplier shall report process and outcome data in a manner prescribed by the ODMHSAS, including but not limited to the Arena Reporting System.

3.8.2 Supplier shall have all approved work plans entered into the Arena Reporting System (as prescribed by ODMHSAS) as Change Goals by July 31, 2020.

3.8.3 By the 5^th of each month each provider shall enter the following data from the previous month in the Arena Reporting System:

3.8.3.1 Any amendments to Change Goals (subject to approval by Field Representative).

3.8.3.2 All reportable Changes.

3.8.3.3 All reportable Activities.

3.8.4 At minimum the sum total of monthly entries should include:

3.8.4.1 Fifteen changes that relate to intervening variables/immediate outcomes. Of these fifteen:

3.8.4.1.1 At least 3 Change entries must have quantitative measurements reported in How section.

3.8.4.1.2 The total number of people served with a Universal Direct audience should be a minimum of .19% of the of priority population counties.

3.8.4.1.3 The total number of people served with a Universal Indirect audience should be a minimum of 5% of the provider’s regional service area (See Attachment A).

3.8.5 The ODMHSAS expects RPCs to ensure participation of all schools within their service region. The ODMHSAS requires Contractors with an Oklahoma Prevention Needs Assessment (OPNA) student survey response rate of less than 70% for schools within their community of focus to receive technical assistance from the ODMHSAS to improve their response rate to 70% or more.

3.9 Contractor shall provide the resources necessary to execute the work requirements detailed in this statement of work. Contractor shall use the SPF process in the provision of all services. The following work requirements are for state fiscal year 2021.

3.10 General Requirements as set forth in the contract.

3.11 Contractor Branding:

3.11.1 Contractor shall identify itself as a ‘Regional Prevention Coordinator’ in all correspondence when business is conducted under this award and shall be part of the Oklahoma Prevention Network.

3.11.2 Contractor shall cite the Oklahoma Department of Mental Health and Substance Abuse Services as its funding source on all prevention publications, news releases/interviews, marketing materials, websites, and public reports.

3.12 Prevention Message and Sponsorship:

3.12.1 Contractor shall ensure the prevention message it provides in the delivery of all services aligns with the philosophy that no illegal use of alcohol, tobacco, and other drugs (ATOD) shall be allowed or encouraged. Any excessive or abusive use of legal drugs by those of age will also be discouraged, including the abuse of pharmaceuticals. Curricula, strategies, or messages used by Contractor shall not contain messages such as “some illicit drugs may not be as dangerous as others”.

3.12.2 Contractor shall ensure that no prevention messages, curricula, programs, strategies, materials, speakers, presentations, sponsorships, and/or contracts with entities associated with or receiving funds from tobacco or alcohol industries are used in the delivery of prevention services. Contractor agrees not to receive funds from said industries. In addition, Contractor agrees to obtain prior approval from the ODMHSAS for any and all questionable situations.

3.13 Service location:

3.13.1 Contractor shall maintain a physical presence during the contract in the service region that is clearly visible to the public. A physical presence must minimally include consistent staff availability in the service region with easy access for the public and a local phone number. A physical presence may also include branded office space, branded meeting space, branded linkages to existing public service locations (i.e. United Way, municipal buildings), or other branded, physical means of connecting the Contractor to the service region. The ODMHSAS does not require the Contractor to maintain a designated office space.

3.13.2 Contractor shall provide, schedule, or otherwise arrange all sites, facilities, facility management, supplies, and other resources necessary to provide services or scheduled activities or events. Contractor may utilize multiple sites and/or locations within the service region(s). Program sites, facilities, and locations for all service categories shall be readily accessible by all participants and interested community members and shall be appropriate for the activity conducted. All sites and facilities shall also be physically and programmatically accessible to the disabled, pursuant to requirements of the Americans with Disabilities Act (ADA).

3.14 Staff Requirements:

3.14.1 Level of Effort: Contractor shall recruit, hire, and maintain a minimum of one full time equivalency (FTE) staff, who must dedicate 100% of their time to this contract. All staff paid through direct cost funds are expected to provide direct services under the contract. Contractor shall identify an RPC Director.

3.14.2 Experience and Qualifications: Staff shall have the knowledge and experience necessary in planning and implementing alcohol, tobacco, and/or other drug prevention strategies. Contractor shall demonstrate evidence of the minimum range of experience and skills within the proposed program staffing. The staff shall demonstrate at least one year prevention, behavioral health, or public health related experience to include one or more environmental prevention strategies and obtain Certified Prevention Specialist (CPS) for Bachelor level staff, or Associate Prevention Specialist (APS) for non-degreed staff certification, through the Oklahoma Drug and Alcohol Professional Counselor Association (ODAPCA) within 18 months of employment start date or contract start, whichever is longer. Resumes shall be submitted for all positions post award.

3.14.3 All positions shall require knowledge of the underlying principles of the public health approach to alcohol, tobacco, and/or other drug problems; knowledge of the underlying principles and application of environmental strategies that advance policy-based prevention approaches to reduce alcohol, tobacco, and/or other drug problems; knowledge and competency in organizing, developing and sustaining community-based collaborations aimed at achieving environmental change; knowledge of the underlying principles of the use of media advocacy to reduce alcohol, tobacco, or other drug problems; and knowledge of the purpose and function of multi-system collaboration to affect organizational and systems changes to reduce alcohol, tobacco, and other drug problems in communities.

3.14.4 Background Checks: Contractor shall ensure background checks on all staff and volunteers are conducted and shall maintain documentation of such checks. At a minimum, background checks shall search records from the Oklahoma State Bureau of Investigations. All staff and volunteers working with minor children shall, at a minimum, meet the statutory requirements proscribed by Oklahoma State law and demonstrate said personnel has no felony convictions, crimes of moral turpitude, or alcohol or drug-related offenses. If Contractor has staff or volunteers with felony convictions, crimes of moral turpitude, or alcohol or drug-related offenses, Contractor shall have a policy that provides for review of the consideration of the possible benefit of the applicant, employee, or volunteer along with the possible risk as evidenced by previous criminal activity.

3.14.5 Professional Development for New Staff: Contractor shall ensure that all staff complete Substance Abuse Prevention Skills Training (SAPST) and other relevant new staff training within 12 months of employment.

3.14.6 Professional Development for Out of State Travel: Contractor shall ensure that out of state travel for professional development purposes shall be approved in writing by the ODMHSAS. Contractor shall submit written justification to the ODMHSAS no later than 30 days prior to the event. Exceptions may be reviewed and determined at the discretion of the ODMHSAS with proper written justification. The ODMHSAS may identify out of state training that necessitates/warrants attendance and, in that case, may obviate this provision.

3.14.7 Staff Conduct: Contractor shall ensure all staff adheres to the ODAPCA’s Preventionist Code of Ethics and maintains professional conduct and presentation at all times when executing the duties of the contract.

3.14.8 Job descriptions for all personnel should be maintained and provided to the ODMHSAS upon hire. Personnel expenses are subject to approval as part of the Contractor’s budget. Job descriptions should not exceed one page each.

3.15 ODMHSAS Trainings/Meetings:

3.15.1 Contractor shall attend all mandatory ODMHSAS and RPC trainings. There will be a minimum of two trainings.

3.15.2 Contractor shall attend all required provider meetings offered by the ODMHSAS. There will be approximately four provider meetings (face to face or remote).

3.16 Program Participant Protection:

3.16.1 Contractor shall obtain written consent from a parent or legal guardian prior to transporting minor children for activities conducted under the contract.

3.16.2 Contractor shall obtain written consent from a parent or legal guardian prior to participation of minor children in activities, including evaluation or research, conducted under the contract.

3.16.3 Contractor shall retain documentation of parental/legal guardian consent and make available for review as requested by the ODMHSAS.

3.17 Revision and Change Requests:

3.17.1 Approved strategic plan(s) and work plan(s) serve as the Contractor’s contractual requirements. Contractor shall request written, prior approval from the ODMHSAS to revise the strategic plan(s) and/or work plan(s). The ODMHSAS shall evaluate if the proposed change is justified. Proposed revisions must be in accordance with project guidelines. Contractor shall not proceed with the delivery of new services or re-direction of resources until the revision has been approved by the ODMHSAS in writing.

3.17.2 Contractor agrees that any changes required by the Department, or reached by means of Contractor and Department negotiations regarding the services, activities, and programs contained in the program plan, shall be reflected in a revised strategic plan, work plan, budget, and budget narrative.

3.18 Contractor shall provide the following services:

3.18.1 Needs Assessment:

3.18.1.1 Regional Epidemiological Outcomes Workgroup (REOW): Contractor shall facilitate creation of a REOW to collect, analyze, and report on substance incidence, prevalence, and related data for the service region. Current, operational REOWs should be utilized/consulted to avoid duplication of effort.

3.18.1.2 Contractor shall complete a regional needs assessment. The needs assessment shall be conducted in collaboration with the REOW and shall include:

3.18.1.2.1 Identification of priority construct(s) and indicator(s) and communities of focus;

3.18.1.1.2 Identification of partner coalition(s)/constituents and plan to advance readiness, capacity, and partnerships; and

3.18.1.1.3 Identification and justification of causal factor/intermediate variables related to priority indicator(s) and regional services (including alcohol enforcement hot spots).

3.18.1.2 Contractor shall maintain and support the REOW in the development of a regional epidemiological profile as part of the regional strategic plan and submit an annual update ( FY 2021) by January 31, 2021in a format prescribed by the ODMHSAS.

3.18.1.3 Contractor shall coordinate with SPF-PFS Community Data Workgroups (CDWs) as appropriate.

3.19 Capacity Building:

3.19.1 Contractor shall be responsible for providing training and technical assistance to strategic community coalitions and documenting coalition progress/participation in a format prescribed by the ODMHSAS.

3.19.2 Contractor shall conduct a baseline coalition capacity, baseline organizational capacity, and baseline community readiness assessments to be included in the strategic plan, and annually thereafter, during the contract period. Contractor shall document the coalition’s capacity, organization’s capacity, and the community’s readiness on a scale.

3.19.3 Contractor shall be responsible for providing training and technical assistance to the partner community coalition(s) and documenting coalition progress/participation in a format prescribed by the ODMHSAS on a quarterly basis. Out of state travel for coalition members and/or strategic partners to attend workshops, trainings or conferences shall require prior written approval from the ODMHSAS. Contractor shall submit proper written justification in an ODMHSAS prescribed format for the out of state travel that states how the training will advance the community’s work on the priority indicator(s) and the specific plans to transfer learned knowledge and skills to the coalition(s).

3.19.4 Contractor shall provide technical assistance to the community coalition to develop partnerships in each of the community sectors relevant to the priority indicator(s) and selected evidence based strategy or strategies.

3.19.5 Contractor shall identify strategic community constituents necessary to advance the regional strategic plan and work plan(s). Contractor shall establish partnership/relationship benchmarks related to the prioritized indicators in the regional strategic plan and document progress advancing the partnership. The ODMHSAS may prescribe required sectors/partners.

3.19.6 Contractor may participate on other community coalitions within the region to strategically advance the priority indicators identified in the regional strategic plan. Contractor shall justify the partnership and document progress of the relationship with other community coalitions.

3.20 Planning:

3.20.1 Contractor shall have facilitated the development of a comprehensive regional strategic plan with the partner coalition by a deadline prescribed by the ODMHSAS; work plans shall be submitted a deadline prescribed by the ODMHSAS. The strategic plan and work plans must be data-driven and utilize environmental evidence-based approaches. The ODMHSAS expects the Contractor to engage coalition members and partners in service planning and provision. Contractor will be required to demonstrate active coalition/partner involvement.

3.20.2 Contractor shall choose a minimum of one indicator from the State’s list of priority indicators to address in fiscal year 2019. Selection of indicators not listed on the State’s list of priority indicators may be requested and shall require written, data-driven justification for approval. Contractor shall develop a detailed sustainability plan for the community work plan(s) and document the planning process with the coalition in OKPROS. Written sustainability plans shall be submitted to the ODMHSAS in year two of the RPC contract. The ODMHSAS will require additional submissions of sustainability plans as appropriate.

3.20.3 Implementation of services shall not commence until the ODMHSAS approves the regional strategic plan and work plan(s).

3.20.4 The strategic plan shall be in a format prescribed by the ODMHSAS and shall include:

3.20.4.1 Needs assessment;

3.20.4.2 Strategy selection;

3.20.4.3 Regional epidemiological profile;

3.20.4.4 Coalition, organizational, and community readiness assessment description and results;

3.20.4.5 Logic models; and

3.20.4.6 Signature of coalition chair verifying active coalition involvement in the creation of the strategic plan.

3.20.5 Work plans shall be in a format prescribed by the ODMHSAS and shall include:

3.20.5.1 Goals, measureable objectives, tasks, timelines related to priority indicators, and regional services;

3.20.5.2 Components to address capacity, policy, enforcement, media, evaluation, cultural competency, and sustainability; and

3.20.5.3 Signature of coalition chair verifying active coalition involvement in the creation of the work plan.

3.21 Post Strategic Plan/Work Plan Approval Services:

3.21.5 Contractor shall initiate work on the following requirements upon ODMHSAS approval of the regional strategic plan and work plans.

3.22 Capacity Building (community and coalition):

3.22.5 Contractor shall be responsible for providing training and technical assistance to strategic community coalitions and documenting coalition progress/participation in a format prescribed by the ODMHSAS.

3.22.6 Contractor shall conduct annual community readiness assessments during the contract period. Contractor shall document the community’s progress on a readiness scale.

3.22.7 Contractor shall conduct regular annual coalition capacity assessments during the contract period. Contractor shall document the coalitions’ progress on a capacity scale for supporting RPC strategic goals.

3.22.8 Contractor shall conduct a minimum of one SPF or priority issue training to each partner community coalition annually.

3.22.9 Contractor shall document relationship development with identified strategic partners/constituents and how the relationship advances strategic goals in a format prescribed by the ODMHSAS.

3.22.10 Contractor shall continue to engage the coalitions in developing and/or strengthening their capacity (leadership, membership, functions, bylaws, roles and responsibilities, etc.).

3.22.11 Contractor shall annually update the established Memorandums of Understanding (MOUs) with a minimum of one community coalition in the service region (not including the SPF-PFS coalition) and submit to the ODMHSAS by March 31^st of each contract year.

3.23 Implementation:

3.23.1 Contractor shall adhere to the regional strategic plan and work plans approved by the ODMHSAS for the RPC project and shall utilize RPC funds to implement only the approved strategies.

3.23.2 Contractor shall ensure that the partner coalition approves, with a written signature by coalition leadership, the required documents including the data profile, strategic plan, work plan(s), MOUs, evaluation plans, and other documents as may be requested by the ODMHSAS.

3.23.3 Contractor shall support the coalitions in their efforts to carry out the implementation of evidence-based or effective strategies that address the local priorities in a culturally competent and sustainable manner while maintaining fidelity.

3.23.4 Contractor shall ensure that the coalitions implement the approved strategies within the identified community of focus and identified population of focus.

3.24 Evaluation:

3.24.1 Contractor shall participate in all required ODMHSAS evaluation efforts. Contractor shall develop a detailed evaluation plan by a date prescribed by the ODMHSAS and document process and outcome measures. The evaluation plan shall also include baselines and measures for regional core services. Contractor shall submit an evaluation report in an ODMHSAS prescribed format by June 30^th of each RPC contract year.

3.24.2 Contractor shall report NOMs utilizing a data reporting system prescribed by the ODMHSAS.

3.25.3 Contractor shall participate in face-to-face interviews, phone interviews, site-visits, on-line surveys, paper/pencil surveys, and/or other data collection activities conducted by the ODMHSAS.

3.25.4 Contractor shall collect all relevant process evaluation data as prescribed by the ODMHSAS. Process data includes, but is not limited to, sign-in sheets, proof of strategy implementation, satisfaction surveys, training handouts, and certificates of participation.

3.25.5 Contractor shall maintain documentation related to the planning (assessment or development of the regional strategic plan and work plans) and delivery of services (e.g. coalition meeting minutes, agendas, coalition rosters, etc.). This documentation is subject to random audits by the ODMHSAS throughout the fiscal year.

3.26 Required Regional Services:

3.26.3 Contractor shall provide the following required prevention services throughout the bid award regardless of the prioritized constructs and indicators/measures and targeted communities. Required services shall be delivered in a culturally competent manner and appropriate for the identified populations. Contractor shall include a plan to provide these required services in the regional strategic plan. Contractor shall develop separate work plans for regional services in an ODMHSAS prescribed format and submit the plans annually by March 31^st.

3.26.4 Prevention Coordination Services:

3.26.4.1 Regional Strategic Plan and Work Plans: Contractor shall be responsible for coordinating the implementation of the regional strategic plan and accompanying workplans. Coordination shall include providing and organizing the resources, expertise, and training necessary to implement the regional strategic plan/work plan(s) and document progress/outcomes.

3.26.4.2 Earned Media Outputs: Contractor shall produce a minimum of one unduplicated earned media output per month (12 total outputs for the contract year) that appear in broadcast or print media per contract year in the region. Media outputs shall directly relate to advancing the goals/ priorities of the regional strategic plan. At least six media outputs should occur in non-priority counties; and should address substance abuse prevention priorities as demonstrated through the needs assessment. All media outputs should demonstrate an appropriate call to action. In addition, all media outputs should identify the ODMHSAS as the funding agency and mention the RPC’s efforts in coordinating regional strategies to address the identified issue.

3.26.4.2.1 Social media can be used for a maximum of two earned media outputs. The provider must submit a plan to the ODMHSAS for approval demonstrating how social media will be used to garner earned relationships. The plan must include an explanation of the focus audience, message, and a viewership goal. In addition, the plan should address issues related to content management (i.e. the person responsible for generating and approving content and a response timeline).

3.26.4.3 Information Dissemination: Contractor shall respond to public requests for information related to substance abuse prevention in the service region with priority given to those requests directly related to the regional strategic plan. Allowable information dissemination activities include evidence-based material fulfillment, prevention service referral information, and evidence-based presentations, training, or consultation. Contractor shall document all information dissemination activities.

3.26.4.4 Contractor shall primarily utilize the ODMHSAS Prevention Resource Center online clearinghouse for material fulfillment. Contractor shall allow the ODMHSAS to locally brand the online clearinghouse with Contractor name and/or logo for public users within the service region.

3.26.4.5 Contractor shall publish results of the OPNA survey in the service region. Contractor shall publish release in every county within their region. Resulting media outputs shall not count toward the requirement of 12 unduplicated earned media outputs.

3.26.4.6 Alcohol Access:

3.26.4.6.1 Contractor shall develop an alcohol enforcement plan (which will be subject to ODMHSAS-approval) in coordination with the ODMHSAS and the 2Much2Lose (2M2L) Coordinators by a date prescribed by the ODMHSAS. At minimum, the plan will address youth access to alcohol. The alcohol enforcement plan will define constructs, indicators, intervening variables, measureable objectives, timelines, and responsible parties for high-need location(s) within the service region. The ODMHSAS may prescribe the minimum number of locations required for each region. MOUs shall be established in each high-need location outlining the role of relevant parties (i.e. the RPC, 2M2L Coordinators, and local law enforcement).

3.26.4.6.2 Strategies used in the alcohol enforcement plan (i.e. compliance checks, social host patrols, saturation patrols, etc.) shall follow an ODMHSAS-approved protocol and meet standards for high visiblity and consistency. Contractor shall be responsible for reporting enforcement outcomes into OKPROs within 30 days of completion. Press releases addressing alcohol enforcement plan results shall not count towards the requirement of twelve (12) unduplicated earned media outputs.

3.26.4.6.3 Contractor shall provide regional participation in a maximum of two coordinated statewide alcohol enforcement efforts.

3.26.4.6.4 Contractor shall be responsible for conducting Responsible Beverage Sales and Service (RBSS) training in the service region. Contractor shall offer RBSS training to 100% of alcohol retailers in the service region each contract year. Contractor shall respond to all requests for training. Contractor shall secure a written policy by a minimum of one retail outlet (per contract year) to conduct mandatory RBSS training for employees. Contractor shall document trainings and complete training evaluations.

3.26.4.6.5 Contractor shall ensure risk assessments are conducted in all retail locations corresponding to an offense date appearing more than one time in a six-month period on the Place of Last Drink (POLD) survey. Contractor shall ensure a risk assessment is conducted at a minimum of two special events where alcohol is sold/served each contract year. Contractor may subcontract for these services with prior approval by ODMHSAS. Risk assessments shall be conducted by trained individuals, adhere to the ODMHSAS-approved protocol, and follow all safety guidelines.

3.26.4.6.6 2Much2Lose: Contractor shall maintain active involvement with the 2M2L/SADD project to promote and support regional training opportunities, the 2M2L Youth Leadership Academy and Kickoff Event, law enforcement trainings, and law enforcement task forces. Contractor shall make direct contact with 100% of all established 2M2L/SADD youth clubs in the service region each quarter and shall assist in the development of new clubs within the contracted region. Contractor shall engage youth leaders beyond Alcohol Compliance Checks to include them in the planning and implementation of community prevention work plans (i.e. identified tasks for youth, youth leaders formally approving the plans, youth as decision makers). Contractor shall collaborate with 2M2L Regional Coordinator assigned to the service region.

3.26.4.7 Statewide Media Campaigns: Contractor shall participate in statewide media campaigns when requested by the ODMHSAS.

3.26.4.8 Contractor shall brand prescription drug misuse/abuse projects and initiatives with the “Take As Prescribed” campaign materials. Contractor can request exemption from this requirement in a written format to the ODMHSAS which shall be approved on a case-by-case basis pending sufficient and appropriate justification.

3.26.4.9 If Contractor implements paid or earned media around the Oklahoma Social Host law, Contractor shall solely use the ODMHSAS generated campaign materials and report process measures and outputs in a format prescribed by the ODMHSAS.

3.26.4.10 Supplier shall provide any needed support to the Alcohol Beverage Laws Enforcement (ABLE) Commission for the Annual Synar Study. Using the ODMHSAS approved protocol, the supplier’s support may include the following:

3.26.4.10.1 Assist and coordinate with the ABLE Commissions in recruiting a minimum of one (1) minor between the ages of 15 and 17 years to participate in the Annual Synar Study as a youth inspector,

3.26.4.10.2 Assist in conducting age perception tests and report results in a format as prescribed by the ODMHSAS, and;

3.26.4.10.3 Participate with the ABLE Commission and youth inspector in the Synar compliance inspections by providing adult supervision to ensure safety of the youth.

3.27 Training and Technical Assistance Services:

3.27.1 Training and Technical Assistance:

3.27.1.1 Contractor shall provide training and technical assistance on the SPF and evidence-based prevention strategies to community coalitions within the service region (other than the SPF-PFS site coalition). Priority recipients shall be those organizations, coalitions, constituents located in the priority communities.

3.27.1.2 Contractor shall conduct a minimum of two trainings on evidence-based prevention strategies per contract year within the service region. Training shall align with the regional strategic plan. Trainings shall be in addition to those hosted by the ODMHSAS and shall not be funded by SPF-PFS.

3.27.2 Youth Leadership Development:

3.27.2.1 Contractor shall enter into a written partnership agreement with a minimum of two youth leadership coalitions within 10 months of contract start. Partnership with the youth leadership coalitions must align with the regional strategic plan and work plan(s).

3.27.2.2 Contractor shall provide training and technical assistance to a minimum of two youth leadership coalitions in the region related to the principles of the SPF and advancing priority indicators in the regional strategic plan and work plan(s).

3.28 Oklahoma Prevention Needs Assessment (OPNA): Contractor shall have primary responsibility for recruiting and securing necessary agreements with the school sites within the service region selected by the ODMHSAS to participate in the OPNA Survey. Contractor shall be responsible for securing necessary agreements with schools volunteering to participate. The ODMHSAS expects RPCs to ensure participation of all schools within their service region. The ODMHSAS requires Contractors with an OPNA student survey response rate of less than 70% for schools within their community of focus to receive technical assistance from the ODMHSAS to improve their response rate to 70% or more.

4.0 PERFORMANCE MONITORING

4.1 The ODMHSAS shall monitor the performance of the Contractor. At a minimum, this shall include ongoing reviews of certain performance indicators including but not limited to an annual site review by ODMHSAS.

4.2 Progress on each prioritized indicator/measure shall be reported quarterly in a format prescribed by the ODMHSAS. Contractor shall submit the quarterly report within 30 days of the end of the quarter.

4.3 Contractor shall maintain documentation of all contract related activities. These documents are subject to review by the ODMHSAS.

5.0 COMPENSATION

5.1 Payment is dependent upon the effectiveness of project implementation, successful evaluation participation, meeting the contract requirements, ODMHSAS need, and the availability of state and/or federal funding.

5.2 Source of Funding:

5.2.1 Funding for this contract is contingent upon availability of state and/or federal funding. This contract is for one scope of service, which will be jointly funded by two different funding sources.

5.2.2 Substance Abuse and Mental Health Services Administration (SAMHSA), Substance Abuse Prevention and Treatment Block Grant (CFDA Number 93.959) State appropriated prevention funds.

5.3 Funding Amounts:

5.3.1 The State reserves the right to amend contract funding amounts. Funding for this contract is contingent upon availability of state and/or federal funding.

5.4 Funding for RPC Services:

5.4.1 A base funding amount of $100,000 is established for each region. Each region is eligible for additional funding as determined by a formula. The formula is based on the region population (weighted using a qualifier of 1.0) and the region square miles (weighted using a qualifier of 2.0) to calculate the percentage of the total funds each region is eligible to receive.

5.4.2 In addition to the regional funding amount, an enhanced tier payment system may be employed during the project period for contractors to earn additional funds for meeting or exceeding defined performance measures as defined by the ODMHSAS.

5.5 Project Budget:

5.5.1 The RPC must complete a project budget for the RPC project each fiscal year and submit by a date prescribed by the ODMHSAS.

5.5.2 All costs identified in the project budgets must be in accordance with the Allowable/Unallowable Costs. The proposed costs must be in accordance with Section 34 CFR Subtitle A §80.22 Allowable costs.

5.5.3 A justification for each item in the projected budgets must be provided.

5.5.4 Contractor organization must include budget for all required meetings per project year in the Oklahoma City metro area for persons on the RPC budget.

5.5.5 Contractor organization must include personnel expenses for the 1.0 full-time RPC staff.

5.6 Invoices shall be electronically submitted or sent to: contracts@odmhsas.org

Contracts

Oklahoma Department of Mental Health and Substance Abuse Services

2000 N. Classen Blvd. 2-600

Oklahoma City, Oklahoma 73106

- Regional RPC (Forest Grove)

Regional RPC (Forest Grove)

1.0 INTRODUCTION

1.1 The Oklahoma Department of Mental Health and Substance Abuse Services (ODMHSAS), an agency of the State of Oklahoma, is continuing funding for Region 6 to implement alcohol and other drug prevention services commencing July 1, 2020.This contract is the final year of the awarded grant and will expire on June 30, 2021. The contract will support community-based planning and implementation of evidence-based alcohol and other drug prevention strategies.

1.1.1 The purpose is aligned with the vision, mission, and goals of the state’s strategic prevention plan to create prevention-capable communities in order to:

1.1.1.1 Prevent the onset and reduce the progression of substance abuse;

1.1.1.2 Reduce the problems/consequences related to substance abuse; and

1.1.1.3 Increase prevention capacity and prevention infrastructure at the community level.

1.1.3 The state also funds 16 other Regional Prevention Coordinators (RPCs) in order to plan and implement alcohol and other drug prevention services.

1.2 Oklahoma’s Approach to Prevention:

1.2.5 RPCs are the backbone of Oklahoma’s substance abuse prevention system and are therefore best suited to coordinate a comprehensive prevention system at the local level.

1.3 The Problem:

1.4 State Priority:

- SBIRT OK – Substance Use Disorder Specialty Services (Red Rock)

SBIRT OK - Substance Use Disorder Specialty Services

1.0 INTRODUCTION

1.1 The Oklahoma Screening, Brief Intervention, and Referral to Treatment (SBIRT OK) system change initiative consists of (1) universal, annual screening of adult patients visiting the primary care clinic who are medically able and agree to participate for substance abuse, alcohol misuse, depression and tobacco dependence; (2) brief intervention(s); and (3) referral to treatment when indicated.

1.2 The contract is to provide funding in support of direct services for those referred to treatment by federally funded SBIRT OK clinics. Contractor will provide Substance Use Disorder Specialty Services necessary to support the SBIRT OK initiative.

2.0 WORK REQUIREMENTS

2.1 Contractor shall furnish the necessary resources to provide Substance Use Disorder Specialty Services.

2.2 Contractor shall collaborate with designated SBIRT OK clinics to receive referrals, promote co-management and ensure that the target population is appropriately served. If needed, referrals to other services in the community will be made throughout the process from intake to termination.

2.3 Contractor shall track SBIRT OK consumers and document services rendered. Contractor will provide the Department monthly documentation detailing the services rendered for which funding is not available from any other payer.

3.0 PERFORMANCE MONITORING

3.1 The Department shall monitor the performance of Contractor.

4.0 COMPENSATION

4.1 Compensation is on a cost reimbursement basis. Expenditures for services shall be reimbursed upon documentation of expenditures pursuant to an ODMHSAS approved project budget, according to procedures determined by the ODMHSAS.

4.2 Contractor shall submit a properly completed invoice to the SBIRT Project Director and include the following items:

4.2.1 Name, address and FEI number of the contractor.

4.2.2 Invoice date.

4.2.3 Period covered by invoice.

4.2.4 Detail of the services provided and is in accordance with the terms and conditions of this agreement to include the service, date, units and cost for each consumer served.

4.2.5 Include a signature of the Finance Officer or Executive responsible for contracts and payment.

4.3 The State of Oklahoma has 45 days from presentation of a proper invoice to issue payment to the contractor. The ODMHSAS may withhold or delay payment to any contractor failing to provide required programmatic documentation and/or requested financial documentation. If the contractor is unable to support any part of their claim to the ODMHSAS and it is determined that such inability is attributed to misrepresentation of fact or fraud on the part of the contractor, the contractor shall be liable to ODMHSAS for an amount equal to such unsupported part of the claim in addition to all costs, including legal, attributable to the reviewing and discovery of said part of claim. Liability under this section shall be determined within five years of the commission of such misrepresentation of fact or fraud.

4.4 Allowable costs must be consistent with section 34 CFR Subtitle A §80.22 Allowable costs.

4.4.1 Allowable expenses:

4.4.1.1 Expenses relevant to consumer/client services; to include: fees for assessment, treatment planning, physician appointments, medication, detoxification services, individual, family and group therapy; residential treatment, case management, peer support, etc. with any reimbursement received from other sources being deducted prior to determining the amount due.

4.4.1.2 Any expenses that would otherwise be covered by insurance, such as, co-pays, deductibles, etc.

4.4.2 Unallowable Expenses:

4.4.2.1 Any activity that is not directly related to the coordination of the project.

4.4.2.2 Any travel, either by staff or the client.

4.4.2.3 Training for staff or agency.

4.4.2.4 Any administrative costs (including salaries or benefits)

4.4.2.5 Meals (except when paid as per diem to staff).

4.4.2.6 Acquisition costs of real property, as well as construction costs.

4.4.2.7 Entertainment costs for amusement and diversion.

4.4.2.8 Advocacy by staff on contract time and/or advocacy efforts that involve hiring of lobbyists or travel for the purpose of lobbying.

4.4.2.9 Ongoing, non-project related expenses such as telephones, postage, and stationery, etc.

4.4.2.10 Fund raising expenses incurred solely to raise capital or obtain contributions, including staff time for the purpose of fund raising.

4.5 A budget revision request submitted by the contractor during the contract period shall be submitted on the detailed budget form, and must include a narrative explanation of the reasons for the revision request and the benefit to the program resulting from the revision. No budget revisions are to be submitted after June 1 of the contract period. Contractor shall limit budget revision requests to three (3) per fiscal year. Budget revisions may not change the scope of work of the contract. (A scope change occurs when a budget is revised in such a way that it does not provide for the expenditures necessary to fulfill the contractor’s duties and performance requirements as stated in the entire agreement). Budget revisions must be requested in advance of incurring expenditures and are not effective until approved in writing by ODMHSAS. Expenditures incurred without prior approval of a budget revision shall be the responsibility of the contractor and will not be reimbursed by ODMHSAS.

4.5 Contractor shall maintain required records and supporting documentation, for validation of costs billed to the ODMHSAS for six years from the ending date of the contract.

- SBIRT Services Adult – (SSM – Women’s Health)

SBIRT OK

1.0 INTRODUCTION

1.1 Contractor will provide the resources necessary to implement the Oklahoma Screening, Brief Intervention, and Referral to Treatment (SBIRT OK) system change initiative. The primary objectives of this initiative are: (1) to generate sufficient clinical revenues to support a licensed and reimbursable SBIRT provider; and (2) to integrate and sustain a universal SBIRT protocol in the SSM St. Anthony Hospital primary care and women’s health system clinical workflow, billing, and electronic medical record processes.

2.0 DEFINITIONS

2.1 SBIRT- A protocol consisting of a (1) universal, (minimal) annual screen of all women’s health patients visiting the women’s health and family practice clinic who are medically able and agree to participate for alcohol misuse, depression, drug abuse and tobacco dependence; (2) follow-up screens when indicated; (3) brief intervention(s); and (4) referral to treatment when indicated.

3.0 WORK REQUIREMENTS

3.1 In collaboration with the ODMHSAS Prevention Division, Contractor has submitted a written detailed description of their working SBIRT model along with a narrative of their implementation experience, key learnings and challenges. Contractor has designed and implemented an effective SBIRT model which satisfies their unique and local practice requirements while maintaining fidelity to the SAMHSA, SBIRT model. The CDC document Planning and Implementing Screening and Brief Intervention for Risky Alcohol Use, A Step-by-Step Guide for Primary Care Practices contains essential information on how to develop and implement an effective and successful SBIRT program. Contractor shall continue to utilize this guide as the framework for the SBIRT OK project plan. The plan shall detail implementation and evaluation activities for the project period to accomplish the following minimum requirements:

3.1.1 Continue to regularly convene a SBIRT OK project team to develop internal procedures and oversee project implementation.

3.1.2 A project milestone timeline has been developed; They have identified a women’s health care setting(s) to implement SBIRT

- School Mental Health Planning and Integration Services (Perry Public Schools)

Perry Public Schools

School Mental Health Planning and Integration Services – CARES Act Project

1.0 INTRODUCTION

1.1. Contractor shall provide the necessary resources to develop and coordinate the CARES Act Mental Health Integration Program to develop an infrastructure for mental health planning and service delivery. Schools are well-positioned during a pandemic to identify the mental health needs of student populations in order to connect children to necessary services.

2.0 WORK REQUIREMENT MILESTONES

2.1. Contractor will designate a Behavioral Health Coordinator by September 15, 2020. The Behavioral Health Coordinator will:

2.1.1. Be the primary point of project.

2.1.2. Serve as the lead for carrying out the work under this contract.

2.1.3. Be responsible for leading the plan development.

2.1.4. Oversee the initial implementation stage of the plan.

2.1.5. Complete required reports.

2.1.6. Coordinate necessary training to implement the plan.

2.1.7. Other duties as required by the ODMHSAS.

2.2. Contractor will develop a plan by September 30, 2020. Plan will be subject to review by the ODMHSAS. The ODMHSAS can provide support in planning. The plan will minimally include:

2.2.1. Identification of needs

2.2.2. Plans to address any capacity issues including necessary training to carry out the plan.

2.2.3. All components of plan (including training) will be evidence-based practices.

2.2.4. Timeline for implementation.

2.2.5. Plan to collect needed evaluation pieces.

2.3. Contractor will complete approved training components approved in plan according to the timeline in the plan, but no later than November 30, 2020.

2.4. Contractor must demonstrate initiation of services or strategies directly to students (I.e. curriculum delivery has begun, screening and connection to services are being made with students, students are receiving treatment services) identified in the plan no later than December 15^th.

3.0 ROLE OF THE ODMHSAS

3.1. The ODMHSAS can provide technical assistance and consultation in all points of the project (including data for needs assessment, planning, training, implementation, evaluation, and other resources) as well as connect the contractor to prevention/treatment/crisis service providers.

4.0 PERFORMANCE MONITORING

4.1. Oklahoma Department of Mental Health and Substance Abuse Services will monitor the performance of the Contractor. Performance monitoring may include site visit with the option to conduct virtually.

4.2. Contractor shall provide a written report of activities/progress/barriers after each of the 4 milestones described under Work Requirements Milestones. Reports should be submitted to the Department no later than 15 days following the completion of each of the four work requirement milestones. The final report, due December 30, 2021, shall serve as the end of year report and shall: (1) summarize activities/progress/barriers related to the Work Requirements; (2) report process and outcomes measures for the project; and (3) identify key project challenges and methods to address challenges.

5.0 COMPENSATION

5.1. Contractor shall be reimbursed for services upon documentation of each of the four completed milestones via procedures determined by the Department, Payment for this contract shall not exceed $75,000.00 per year with a project period of 8/1/2020 to 12/30/2020.

5.1.1. Work Requirement Milestones will be paid according to the following amounts:

5.1.1.1. Milestone 1 – Designate a Behavioral Health Coordinator: $25,000.00.

5.1.1.2. Milestone 2 – Submit an approved plan: $25,000.00.

5.1.1.3. Milestone 3 – Complete Training Components: $12,500.00.

5.1.1.4. Milestone 4 – Demonstrate initiation of services or strategies directly to students: $12,500.00.

5.2. Payment of Work Requirement Milestones shall be approved upon documentation of completion via a method approved by the Department and according to procedures determined by the Department.

5.3. A properly completed invoice must be submitted within 15 days of completion of Work Requirement Milestones.

5.4. Invoices shall be sent via the electronic invoice system as prescribed by the Department.

- School Mental Health Planning and Integration Services (Tulsa Public Schools)

Tulsa Public Schools

School Mental Health Planning and Integration Services – CARES Act Project

1.0 INTRODUCTION

1.1 Contractor shall provide the necessary resources to develop and coordinate the CARES Act Mental Health Integration Program to develop an infrastructure for mental health planning and service delivery. Schools are well-positioned during a pandemic to identify the mental health needs of student populations in order to connect children to necessary services.

2.0 WORK REQUIREMENT MILESTONES

2.1 Contractor will designate a Behavioral Health Coordinator by September 15, 2020. The Behavioral Health Coordinator will:

2.1.1 Be the primary point of project

2.1.2 Serve as the lead for carrying out the work under this contract

2.1.3 Be responsible for leading the plan development

2.1.4 Oversee the initial implementation stage of the plan

2.1.5 Complete required reports

2.1.6 Coordinate necessary training to implement the plan

2.1.7 Other duties as required by the ODMHSAS

2.2 Contractor will develop a plan by September 30, 2020. Plan will be subject to review by the ODMHSAS. The ODMHSAS can provide support in planning. The plan will minimally include:

2.2.1 Identification of needs.

2.2.2 Plans to address any capacity issues including necessary training to carry out the plan.

2.2.3 All components of plan (including training) will be evidence-based practices.

2.2.4 Timeline for implementation.

2.2.5 Plan to collect needed evaluation pieces.

2.3 Contractor will complete approved training components approved in plan according to the timeline in the plan, but no later than November 30, 2020.

2.4 Contractor must demonstrate initiation of services or strategies directly to students (I.e. curriculum delivery has begun, screening and connection to services are being made with students, students are receiving treatment services) identified in the plan no later than December 15^th.

3.0 ROLE OF THE ODMHSAS

3.1 The ODMHSAS can provide technical assistance and consultation in all points of the project (including data for needs assessment, planning, training, implementation, evaluation, and other resources) as well as connect the contractor to prevention/treatment/crisis service providers.

4.0 PERFORMANCE MONITORING

4.1 Oklahoma Department of Mental Health and Substance Abuse Services will monitor the performance of the Contractor. Performance monitoring may include site visit with the option to conduct virtually.

4.2 Contractor shall provide a written report of activities/progress/barriers after each of the 4 milestones described under Work Requirements Milestones. Reports should be submitted to the Department no later than 15 days following the completion of each of the four work requirement milestones. The final report, due December 30, 2021, shall serve as the end of year report and shall: (1) summarize activities/progress/barriers related to the Work Requirements; (2) report process and outcomes measures for the project; and (3) identify key project challenges and methods to address challenges.

5.0 COMPENSATION

5.1 Contractor shall be reimbursed for services upon documentation of each of the four completed milestones via procedures determined by the Department, Payment for this contract shall not exceed $75,000.00 per year with a project period of 8/1/2020 to 12/30/2020.

5.1.1 Work Requirement Milestones will be paid according to the following amounts:

5.1.1.1 Milestone 1 – Designate a Behavioral Health Coordinator: $25,000.00.

5.1.1.2 Milestone 2 – Submit an approved plan: $25,000.00.

5.1.1.3 Milestone 3 – Complete Training Components: $12,500.00.

5.1.1.4 Milestone 4 – Demonstrate initiation of services or strategies directly to students: $12,500.00.

5.2 Payment of Work Requirement Milestones shall be approved upon documentation of completion via a method approved by the Department and according to procedures determined by the Department.

5.3 A properly completed invoice must be submitted within 15 days of completion of Work Requirement Milestones.

5.4 Invoices shall be sent via through the electronic invoice system as prescribed by the Department.

Sober Living (OCHA)

Sober Living Program

1.0 INTRODUCTION

1.1 Contractor shall furnish the necessary resources to provide an alcohol and drug-free living community in the Providence Apartments located on Northeast Tenth Street, Oklahoma City, Oklahoma.

2.0 WORK REQUIREMENTS

2.1 Contractor shall make available 47 housing units for persons who have completed residential substance abuse treatment with priority to women with dependent children;

2.2 Contractor shall provide onsite case management and crisis intervention services available 24 hours per day;

2.3 Contractor shall provide onsite educational and support groups;

2.4 Contractor shall encourage continued substance abuse treatment and aftercare as appropriate; and

2.5 Contractor shall provide services that are culturally-responsive to the individuals’ needs and their family environments.

3.0 PERFORMANCE MONITORING

3.1 ODMHSAS will monitor the performance of Contractor.

3.2 Contractor shall provide a quarterly written report of the activities carried out pursuant to this Statement of Work. Contractor shall provide such details as ODMHSAS may require. Such report shall be submitted to ODMHSAS’s designated Field Services Coordinator no later than the 10th day of the month following the end of each quarter (i.e., the 10th of October, January, April, and July).

4.0 COMPENSATION

4.1 Contractor shall be reimbursed for services upon documentation of expenditures, according to procedures determined by the Department, pursuant to a Department approved project budget.

Milestone	Deadline
Active Partner Coalition MOU	Annually
Community Readiness & Coalition Capacity Assessment Completed	Annually
Work plan (with Disparity Impact Statement) submitted	2 months after award
Evaluation plan submitted	3 months after award
Coalition training	Bi-annually
Implementation commenced	No earlier than approval of strategic plan
Reports submitted	No later than 15 days after each quarter ends

Milestone	Deadline
Active Partner Coalition MOU	Annually
Community Readiness & Coalition Capacity Assessment Completed	Annually
Work plan (with Disparity Impact Statement) submitted	2 months after award
Evaluation plan submitted	3 months after award
Coalition training	Bi-annually
Implementation commenced	No earlier than approval of strategic plan
Reports submitted	No later than 15 days after each quarter ends

- Enhanced Tier Payment System (ETPS)

2.0 WORK REQUIREMENT

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- eSMI Outreach

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Evaluation Services – STARS – RPG (OUHSC – BBMC)

1.0 INTRODUCTION

2.0 DEFINITIONS:

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Expansion of Technology

- Facilitating Attuned Interactions (FAN) Training & Consultation (Erikson)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Faith Based Congregations Outreach (OKConferenceofChurches)

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Families in Transition (FIT) Program (Tulsa County District Court)

- Flexible Funds (Palomar)

2.0 WORK REQUIREMENTS

- Health Home Implementation Technical Assistance (OSU)

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

Helping Connections Program – COVID-19 Emergency Grant

- Helping Connections Program Intensive Outreach – COVID-19 Emergency Grant (MHAO)

- Higher Education Campus Outreach (OSRHE)

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Infectious Diseases Training and Education (OUHSC)

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Inpatient

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Inpatient (CREOKS)

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Integrated Care Services (CREOKS)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Integrated Care Services – O-PIP (F&C)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Integrated Care Services – O-PIP (GreenCounty)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Integrated Care Services – O-PIP (NorthCare)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- mABD Implementation – STARS – RPG (OUHSC)

2.0 DEFINITIONS

3.0 WORK REQUIREMENTS

4.0 PERFORMANCE MONITORING

5.0 COMPENSATION

- Medication/Flex

2.0 WORK REQUIREMENTS

3.0 PERFORMANCE MONITORING

4.0 COMPENSATION

- Medications

2.0 WORK REQUIREMENTS