Approve Fifth Amendment to Agreement with Concern relating to providing Employee Assistance Program services to County employees and their eligible dependents, increasing the maximum contract amount by $2,100,000 from $5,375,000 to $7,475,000, and extending the agreement for a 12-month period through December 31, 2027, that has been reviewed and approved by County Counsel as to form and legality. An exception to Board of Supervisors Policy 5.4.5.4, Length of Term of Contracts, has been approved by the Office of Countywide Contracting Management. (LA)

The document outlines a recommendation for the Board of Supervisors to approve a Fifth Amendment to an Agreement with Concern for Employee Assistance Program services. This amendment proposes to increase the maximum contract amount and extend the agreement through December 31, 2027. The document details the services provided by Concern, the reasons for the amendment, and the implications of not approving the action.

Key points

• The amendment increases the maximum contract amount by $2,100,000, from $5,375,000 to $7,475,000.
• The agreement is extended for a 12-month period through December 31, 2027.
• Concern has provided comprehensive EAP services since December 2022.
• Current utilization shows higher-than-average usage of critical incident response services.
• The recommended action has no/neutral impact on children, seniors, or sustainability.

Limitations

• The document contains placeholders for specific details such as the date and names of Board members, which are not fully resolved.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The document is an agreement for Employee Assistance Services between CONCERN: EAP and the County of Santa Clara, effective from December 1, 2022, to November 30, 2024. It outlines the responsibilities of both parties, definitions of key terms, and the coverage provided under the Employee Assistance Program (EAP). The agreement includes provisions for crisis intervention, confidentiality of records, and the responsibilities of the Group in relation to member information and billing.

Key points

• The agreement is for Employee Assistance Services for the County of Santa Clara.
• Effective dates are from December 1, 2022, to November 30, 2024.
• The Plan is licensed under the Knox-Keene Health Care Service Plan Act.
• The agreement includes definitions of key terms such as 'Covered Services', 'Crisis', and 'Member'.
• Responsibilities of the Plan include providing covered services, maintaining quality assurance, and ensuring confidentiality of records.
• Crisis intervention services are available 24/7.
• The Group is responsible for providing information to members and accurate headcounts for billing.

Limitations

• The text appears to be truncated, missing sections of the agreement.
• Some placeholders and attachment references are unresolved, such as specific details in Attachments A, B, and others.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is Amendment #1 to the Agreement for Employee Assistance Services between CONCERN: Employee Assistance Program and the County of Santa Clara, effective January 1, 2024. It outlines the term of the amendment, which is from January 1, 2024 to December 31, 2024, and specifies that several attachments (A, B, and D) are to be replaced. The amendment states that except for the changes made, the original agreement remains in full force and effect.

Key points

• Amendment #1 is made between CONCERN: Employee Assistance Program and County of Santa Clara.
• Effective date of the amendment is January 1, 2024.
• The term of the amendment is from January 1, 2024 to December 31, 2024.
• Attachments A, B, and D of the original agreement are deleted and replaced.
• The original agreement remains in full force and effect except as amended.

Limitations

• The text does not provide specific details about the contents of the replaced attachments A, B, and D.
• Some sections of the text are truncated, limiting the completeness of the summary.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is Amendment #2 to the Agreement for Employee Assistance Services between CONCERN: Employee Assistance Program and the County of Santa Clara, retroactively effective from January 1, 2024. It amends definitions related to employees, updates training hours, modifies fees for sworn and miscellaneous employees, deletes and replaces Attachment D, and states that the Agreement remains in full force except as amended. The document includes signatures from representatives of both parties and legal approval.

Key points

• Amendment #2 is retroactively effective from January 1, 2024.
• Updates the definition of 'Employee' to include various employee types and their family members.
• Adds 62.5 unused training hours from 2023, totaling 162.5 hours for 2024.
• Modifies fees for sworn employees to $9.52 PEPM and for miscellaneous employees to $3.74 PEPM.
• Deletes and replaces Attachment D of the Agreement.
• The Agreement remains in full force and effect except as amended.

Limitations

• The document includes placeholders and unfilled sections that may affect the completeness of the summary.
• Specific dates for the execution of the amendment are mentioned but not detailed in the summary.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is Amendment #3 to the Agreement for Employee Assistance Services between CONCERN: Employee Assistance Program and the County of Santa Clara, effective January 1, 2025. It outlines the term of the amendment, the fees for sworn and miscellaneous employees, and states that except for the changes made in this amendment, the original agreement remains in effect.

Key points

• Amendment #3 is effective from January 1, 2025, to December 31, 2026.
• The fees for sworn employees are $10.00 per employee per month for 2025, increasing to a maximum of $12.37 per employee per month for 2026 based on utilization.
• The fee for miscellaneous employees is set at $3.85 per employee per month for the entire term.
• The amendment states that all expenses are included in the monthly fee.
• The agreement remains in full force and effect except as modified by this amendment.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is Amendment #4 to the Agreement for Employee Assistance Services between CONCERN: Employee Assistance Program and the County of Santa Clara, effective January 1, 2026. It outlines the term of the amendment, the fees for sworn employees, and states that the Agreement remains in full force except as amended. The monthly fee for sworn employees is set at $10.20 per employee. The document includes signatures from representatives of both parties.

Key points

• Amendment #4 is effective from January 1, 2026, to December 31, 2026.
• The monthly fee for sworn employees is $10.20 per employee.
• The Agreement remains in full force except as amended by this document.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is Amendment #5 to the Agreement for Employee Assistance Services between CONCERN: Employee Assistance Program and the County of Santa Clara. It outlines changes to the agreement effective from September 15, 2026, including the term of the amendment, modifications to covered services and training, updated fees for sworn and miscellaneous employees, and maximum compensation details. The amendment maintains the original agreement's validity except where modified.

Key points

• Amendment #5 is effective from September 15, 2026.
• The term of Amendment #5 is from September 15, 2026, to December 31, 2027.
• Modifications include changes to Attachment A regarding covered services and training.
• Fees for sworn employees are set at $10.20 per employee per month, and for miscellaneous employees at $3.85 per employee per month.
• The maximum compensation under the agreement from December 1, 2022, to December 31, 2027, shall not exceed $7,475,000.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is a request to waive competitive procurement requirements for the Employee Assistance Program (EAP) provided by Concern. The waiver is intended to extend the contract through December 31, 2028, aligning with the City of San Jose's agreement. The total requested waiver amount is 9,275,000 USD, with a contract duration of 6.1 years. The EAP offers confidential services to support employees with personal, emotional, and professional challenges. The request indicates that the pricing for the County is consistent with the pricing available under the piggyback contract from the City of San Jose.

Key points

• Request to waive competitive procurement requirements for the Employee Assistance Program.
• Total requested waiver amount is 9,275,000 USD.
• Contract duration is 6.1 years, from December 1, 2022, to December 31, 2028.
• The EAP provides services such as counseling, crisis intervention, and referrals.
• Pricing for the County is consistent with the piggyback contract from the City of San Jose.

Limitations

• The document includes unresolved placeholders such as 'Dept Acronym - Product/Service Description' and 'Upload Quote or Pricing Summary'.
• There are references to attachments that are not provided in the text.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.