Authority Grant Funding Request Requested Motion: Approve a ...

1213745 Community Park LoopSuite #200Anchorage, AK 99508Phone: (907) 269-7960Fax: (907) 269-7966MemoTo:Laraine Derr, Finance Committee ChairDate: July 22, 2011Re:Authority Grant Funding RequestFiscal Year: 2012 Amount: $42,735.00Grantee: Anchorage Urban LeagueProject Title: Partnership: Urban Prints and D. Street MercantileRequested Motion: Approve a $42,735 FY12 Partnership to theAnchorage Urban League for the Urban Prints and D. StreetMercantileProject DescriptionUrban Prints and D. Street Mercantile is a social enterprise in the form of a direct togarment silk screening company and retail store. The shop can be described as aTrust Beneficiary Work Force Development Project, where beneficiaries will be hiredand trained to carry out the various tasks involved in a silk screen production andretail sales. The work will include marketing, the printing (manual labor), and basicsales.The Anchorage Urban League (AUL) is creating two new social enterprises and atraining program, all hosted in our newly acquired storefront at 425 D. Street indowntown Anchorage. The purpose of these new projects is to create jobs, andprepare individuals, who have physical and mental barriers to employment, for entrylevel jobs. This fits the mission of the Anchorage Urban League, which is to seeksocial and economic parity to African Americans, other people of color, and those inlike economic circumstances.

122There are many in our community that are hard to employ. They may have physicalor behavioral issues that are unattractive to employers, but these issues may noteffect performance for particular jobs. This group is often overlooked or ignored whenapplying for employment because of these issues. The Anchorage Urban Leaguehas created this new project to train and employ this demographic. The projectconsists of the following:D. STREET MERCANTILEThis social enterprise will be a retail store at 425 D. Street. Here we will sale basichard to find sundries and vendible items. This store will also serve as an outlet forvarious cultural crafts made by the diverse international cultures that reside inAnchorage. We will be able to hire 2-3 part time positions to work at the retail portionof our store.URBAN PRINTSUrban Prints will be a direct to garment silk-screen print shop. We will employ at-riskyouth and others who are able to perform repetitive manual labor. As a successfulmodel for a social enterprise, direct to garment printing is a lucrative business thatcreates jobs and work force development. There are examples of successful socialenterprises like this occurring nationwide. One is: Homeboy Industries(http://homeboy-industries.org/index.php/silk-embroidery).This industry is great for employing the hard to employ. There is low overhead, verylittle inventory, and mostly manual labor. Work is created upon order and the labor iseasily learned. All the equipment involved will be located in our downtown storefrontat 425 D. Street.TRAINING FACILITYThe site will also include a training room with a small classroom set up. This spacewill be used for meetings and small presentations, but the main purpose for it will bethe Customer Service/Retail Training Program that we created to prepare unskilled orfirst time workers for jobs in the retail sector. This course will be a 8-10 hour classand will be spread out between two days, a Friday evening, and all day Saturday.The class will be given at least once a month or more based on demand. We willtrain 10 people at a time (120 people a year) in all subjects related to the retail salesindustry. We will use video cameras to role-play and critic performances in both themock interview and several scenarios around customer interaction. This course will

123prepare participants for employment in the field or retail. We will also award acertificate upon completion.Evaluation CriteriaWe will measure success on several levels per training, and work experiences whileon the job. The program goals that we will measure include: 1) earning revenue tosupport all administration costs of the program as well as supplement unrestrictedrevenue for the Anchorage Urban League, 2) fostering transition into independencefor our employee's and participants, 3) fostering realistic expectations regardingemployment, 4) attaining of employment, 5) increasing employability through on-thejobtraining, skills development, etc.Project success will be measured by whether or not we achieved any, some, or all ofthese goals. We will measure the percentage of participants who complete thetraining program. We will survey the participants to find out if they feel the training, orthe employment has better prepared them for work in the private sector. We will alsosurvey participants to find out if their attitudes and behavior toward employment haschanged. For example, are they more confident about the interview process, havethey developed new job skills, etc. If we can effect the attitudes and barriers such asfear, intimidation and low self-confidence then we will have impacted the "selfimposed"obstacles which can often times be the most challenging to an individualslong term success.We will also check with other employers who hire our participants to see if they feelthat AUL is providing the right skills.SustainabilityThis projected will be ongoing and continue as long as the business is viable andable to generate enough revenue to sustain itself, which we believe it will be.Our employees will participate in the marketing, printing, and retail sales of our items.We have compared prices of other local and national printers, and our prices areapproximately 20% lower then those we compared with. This is mainly because weare not taking out any loans or incurring any debt in the set up our shop.Revenue earned at the print shop will be re-invested back into the company. Thisrevenue will primarily be based on the amount of orders and the size of orders. Wewill market the printing service to various local organizations and companies,including other non-profits, schools, restaurants, local retail stores etc... D. Street

124Mercantile will also sell souvenir shirts and other goods to tourists that we print in theUrban Prints shop. We expect the summer months to be busy with tourists, howevergarment printing is consistent year around. We also have a relationship with a printerin California incase a job is too difficult or too large. We will continue to make moneyeven if we have to sub-contracting for some of our larger orders.Trust Beneficiaries ServedEstimated Number of Beneficiaries Served Experiencing:Mental Illness: 8Developmental Disabilities: 8Alzheimer’s Disease & Related Dementias: 0Chronic Alcoholism: 0Traumatic Brain Injuries: 0Non-Beneficiaries: 50Budget InformationPersonnel Services $7,186.00Personnel Services (Other Sources) $15,690.00Personnel Services Narrative:We are requesting funding to hire two (2) full-time equivalent (FTE) positions (which wouldamount to 4 part-time positions) at a rate of $10hr. These positions will be reservedexclusively for Trust Beneficiaries. This funding would cover 100% of the beneficiaries wagesfor the 30 days (total $3,466), 66% of their wages for the next 30 days (total $2,287), and33% of their wages for the final 30 days (total of $1,143). Total requested from the Trust forpersonnel is $7,186.After three months we project that the enterprise will be able to sustain the employee wagesfrom earned revenue.The Anchorage Urban League, through the social enterprise, will cover the remainingpercentages during the second and third months for a total of $3,212. Anchorage UrbanLeague will also pay wages for one (1) FTE manager at a rate of $14hr. for a total of $7279during this same three month period, and one (1) more FTE entry level positions at $10hr. fora total of $5,199. This will bring the total personnel funding from the Anchorage UrbanLeague to $15,690.Travel Costs $0.00Travel Costs (Other Sources) $1,500.00Travel Costs Narrative:Urban Prints will bring up Malik Cooper from Oakland, California to do the necessary trainingrequired in silk-screen production. Malik owns and operates Peoples Choice Printing

125(www.peopleschoiceprinting.com) and has served as our consultant on setting up UrbanPrints. Malik has approximately 7 years in the business. He started out in a small garage andnow runs his business out of a large storefront in downtown Oakland filling orders as large as15,000 units. He employs at-risk youth and teaches a silk-screening class for the OaklandSchool District. We expect to bring Malik up twice over the next 12 months. The first time fortraining, the following visit will to do quality control the development of the employees and dofurther training if necessary.Space or Facilities $35,549.00Space or Facilities (Other Sources) $49,464.00Space or Facilities Narrative: SPACE OR FACILITIES - LIST AND DESCRIBE EACHITEM WITH THE CORRESPONDING BUDGET AMOUNTNeighborWorks Anchorage is another partner in this Social Enterprise. They are providingthe storefront/shop space at a discounted rate. The rate that was offered and accepted is asfollows: Months 1-18 = $0, Months 19-36 = $1,374 monthly ($16,488 yr), Months 37-48 =$3435 monthly ($41,220 yr), Months 49-60 = $4,122 monthly ($49,464 yr).Our lease with NeighborWorks is three years with a two year option to renew. This allows forus to walk away if the enterprise is not earning enough revenue to cover the market price forthe property, which is about $1.50 per sf. or $49,464 a year. Thus, NeighborWorkscontribution for our first year is $49,464.Unfortunately, NeighborWorks was not able to assist us with funding to support the designand construction that is needed in the storefront. Attached are the estimates for theMechanical and Electrical estimate from NVision for: $15,549 and the construction estimatefrom Kiewit for: $38,081. However, because of the high cost for the flooring, we havedecided to leave the majority of the flooring as is, which will save us about $18,000. So weexpect a new quote from Kiewit in the range of $20,000, bringing our total for design andconstruction down to $35,549.Please note that Kiewit is making an In-kind contribution to this project by not charging ustheir usual profit mark-up, which is indicated on the attached "Summary sheet".Supplies $0.00Supplies (Other Sources) $22,000.00Supplies Narrative:Our equipment and supplies will be purchased together in a package deal. Please seeattachment from the silk screen supplies company.All of our necessary supplies and equipment will be paid for through a State of Alaska CapitalGrant, which we have a balance of $28,040. Please see the Attachment of Grant.Also attached is the silk-screen supplies and equipment package that we will be purchasingwith this State of Alaska Capital Grant.

126Equipment Costs $0.00Equipment Costs (Other Sources) $22,000.00Equipment Costs Narrative: EQUIPMENT - LIST AND DESCRIBE EACH ITEM WITHTHE CORRESPONDING BUDGET AMOUNTSame as Above:Our equipment and supplies will be purchased together in a package deal. Please seeattachment from the silk screen supplies company.All of our necessary supplies and equipment will be paid for through a State of Alaska CapitalGrant, which we have a balance of $28,040. Please see the Attachment of Grant.Also attached is the silk-screen supplies and equipment package that we will be purchasingwith this State of Alaska Capital Grant.Other Costs $0.00Other Costs (Other Sources) $5,000.00Other Costs Narrative:The Anchorage Urban League will cover miscellaneous costs up to $5000 for expenses thatmay not be known or listed in this proposal. This can include Website development for theenterprise as well as other promotional and marketing tools, office supplies, store displaysetc.Total Amount to be Funded by theTrustTotal Amount Funded by OtherSources$42,735.00$82,504.00Other Funding SourcesNeighborWorks is donating 18 $49,464.00months of rent at no cost, and areduced rate for 30 months. We arelisting one years contribution,however if we stayed for five yearstheir total contribution would equal$131,904.Copy of lease available uponrequest.State of Alaska Capital Grant. We $28,040.00have $28,040 left over in a capitalgrant designated for youth training.Attached is a copy of our last reportto the state regarding this grant.

127Anchorage Urban League. We have $5,000.00a small amount of money to coversmall miscellaneous costs.Approximately $5000Total Leveraged Funds $82,504.00

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136!!July!14,!2011!!!Mr.!Troy!Buckner!Anchorage!Urban!League!2627!C!Street!Anchorage,!Alaska!99503!!!RE:!! NEIGHBORWORKS!ANCHORAGE!LOUSSAC!SOGN!BUILDING!–!ANCHORAGE!URBAN!LEAGUE!TENANT!IMPROVEMENT!! File:!!1100.26!/!Proposal!/!Agreements!/!Correspondence!!!!!Dear!Steve,!!Nvision!Architecture,!Inc.!appreciates!this!opportunity!to!provide!you!with!a!proposed!Agreement!of!fees!and!services!on!the!above!referenced!project.!!!Project!Summary!!It!is!our!understanding!that!this!project!is!an!approximately!2,729!s.f.!Tenant!Improvement!located!within!the!historic!Loussac!Sogn!Building!owned!and!operated!by!Neighborworks!Anchorage.!The!tenant!space!is!located!on!the!north!end!of!the!building!on!the!ground!level!with!two!levels!of!residential!occupancy!above.!Our! scope! of! work! will! be! to! provide! documents! suitable! for! MOA! permits! to! include! architectural,!mechanical! and! electrical! drawings.! We! have! received! documents! from! Kiewit! Building! Group,! Inc.,! that!outlines! the! proposed! floor! plan! layout.! We! will! utilize! these! drawings! in! order! to! complete! the! permit!documents.!We!anticipate!the!permit!documents!to!include!a!code!study,!floor!plan!with!dimensions,!wall!types,! door! sizes,! mechanical! upgrades! identifying! the! installation! of! required! ventilation! and! added!exhaust!fans,!required!electrical!upgrades!sufficient!to!power!new!equipment!and!swap!out!existing!T"12!light! fixtures! with! T"8! light! fixtures.! It! is! our! understanding! that! the! existing! gypsum! board! ceiling! with!exposed!conduit!and!plumbing/sprinkler!piping!is!to!remain!in!place!and!the!new!walls!will!be!constructed!to! the! underside.! The! existing! lighting! layout! is! to!remain! as! much! as! possible! and! relocation! of! surface!mounted!light!fixtures!to!occur!as!necessary!to!accommodate!the!addition!of!new!walls.!!Scope!of!Services!!Scope! of! Services! includes! services! provided! by! the! Architect,! the! Architect’s! Employees,! and! Architect’s!Consultants.!Service!shall!be!performed!as!expeditiously!as!is!consistent!with!professional!skill!and!care.!!Time!limitation!will!be!as!outlined!further!in!these!documents.!!!!Services!consist!of!those!described!below.!!Project!Administration!and!Management!Services!Project!Administration!Agency!Consulting/Review!Approval!Owner"Supplied!Data!Coordination!1231 gambell street, suite 400, anchorage, ak 99501 ph: (907) 349-1425 fax: (907) 349-1325 email: admin@nvisionarch.com

137Mr.!Troy!Buckner! ! July!14,!2011!Anchorage!Urban!League! ! Page!2!of!4!!!Design!Services!Architectural!Design/Documentation!sufficient!for!MOA!permits!Mechanical!Design/Documentation!sufficient!for!MOA!permits!Electrical!Design/Documentation!sufficient!for!MOA!permits!!Bidding!or!Negotiation!Services!Provided!on!a!Time!and!Material!/!As"Needed!Basis!!Contract!Administration!Services!Provided!on!a!Time!and!Material!/!As"Needed!Basis!Changes!or!Additions!in!the!Work!!After! execution! of! the! Contract,! changes! in! the! Work! may! be! accomplished.! !The! Owner,! without!invalidating! the! Contract,! may! order! changes! in! the! Work! within! the! general! scope! of! the! Contract!consisting!of!additions,!deletions!or!other!revisions,!the!Contract!schedule,!scope!and!compensation!being!adjusted!accordingly.!!Additional!services!shall!be!provided!if!authorized!and!confirmed!in!writing!by!the!Owner!and!shall!be!paid!for!by!the!Owner!as!agreed!through!negotiation.!!Supplemental!Conditions!!1. Fees!do!not!include!construction!related!fees.!2. Fees!do!not!include!plan!review!or!permit!fees.!!Owner!shall!pay!for!all!building!permits!and!other!permits! and! governmental! fees,! licenses! and! inspection! necessary! for! proper! execution! and!completion!of!the!work.!3. Unless!otherwise!provided!in!this!Agreement,!the!Architects!or!the!Architect’s!Consultants!shall!not!have!any!responsibility!for!the!discovery,!presence,!handling,!removal!or!disposal!of!or!exposure!of!persons!to!hazardous!materials!in!any!form!at!the!Project!Site,!including!but!not!limited!to!asbestos,!asbestos!products,!polychlorinated!biphenyls!(PCBs)!or!other!toxic!substances.!4. Only!Design!services!listed!above!are!provided.!5. Fees!do!not!include!reimbursables!as!listed!later!in!this!document.!6. Design!work!will!commence!only!after!receipt!of!signed!contract!agreement.!!Payments!and!Compensation!!We!proposed!to!perform!the!above!services!on!a!lump!sum,!except!where!noted!Time!and!Material,!basis!in!the!following!amount:!!Office!Tenant!Improvement!–!2,729!s.f.!! Architectural!!! ($1.80!per!s.f.!–!discounted!10%!from!$2.00!per!s.f.)! !!!!!!!!!!!!!!!!!!!!!!$4,912!! Mechanical! $5,329!! Electrical! $4,341!! Consultant!Mark"up!10%! $967!! Total! $15,549.00!!

Mr.!Troy!Buckner! ! July!14,!2011!Anchorage!Urban!League! ! Page!3!of!4!!!The! Architect! shall! be! reimbursed! for! expenses! incurred! in! the! interest! of! the! project,! plus! an!administrative!fee!of!ten!percent!(10%).!!Reimbursable!items!include:!1. Long"Distance!Telephone!Calls!and!Faxes!2. Printing!and!Reproduction!of!Graphics/Drawings!3. Travel!Expenses!(including!meals)!4. Postage!and!Shipping!5. Models,!Rendering!and!Photographs!6. Permit!or!Regulatory!Agency!Fees!not!directly!paid!by!Owner!!Payments!are!due!and!payable!upon!receipt!of!the!Architect’s!monthly!invoice.!!Amounts!unpaid!(30)!days!after!invoice!date!shall!bear!interest!from!the!date!payment!is!due!at!the!rate!of!(10%).!!Proposed!Schedule!!After!receipt!of!signed!contract!our!proposed!schedule!is!(3)!three!weeks!with!an!anticipated!start!date!of!Monday!7/18/11!with!a!100%!submittal!date!of!8/8/11.!!If! through! no! fault! of! the! Architect,! the! services! covered! by! this! Agreement! have! not! been! completed!within!12!months!of!the!date!hereof,!compensation!for!the!Architect’s!services!beyond!that!time!shall!be!appropriately!adjusted.!!Termination,!Suspension!or!Abandonment!of!Work!!The! Agreement! can! be! terminated! by! either! party! upon! no! less! than! seven! days’! written! notice! should!either! party! fail! substantially! to! perform! in! accordance! to! this! Agreement! through! no! fault! of! the! party!initiating!the!termination.!!Failure! of! the! Owner! to! make! payments! to! the! Architect! in! accordance! with! this! Agreement! shall! be!considered!substantial!nonperformance!and!cause!for!termination.!!If!the!Owner!fails!to!make!payments!when!due!the!Architect!for!services!and!expenses,!the!Architect!may,!upon!seven!days!of!written!notice!to!the!Owner,!suspend!services!under!this!Agreement.!!Unless!payment!in!full!is!received!by!the!Architect!within!seven!days!of!the!written!notice,!the!suspension!shall!take!effect!without!further!notice.!!In!the!event!of!a!suspension!of!services,!the!Architect!shall!have!no!liability!to!the!Owner!for!delay!or!damage!caused!the!Owner!because!of!such!suspension!of!services.!!If! the! project! is! suspended! by! the! Owner! for! more! than! 30! consecutive! days,! the! Architect! shall! be!compensated!for!services!performed!prior!to!the!notice!of!such!suspension.!!When!the!project!is!resumed,!the! Architect’s! compensation! shall! be! equitably! adjusted! to! provide! for! expenses! incurred! in! the!interruption!and!resumption!of!Architectural!services.!!This! Agreement! may! be! terminated! by! the! Owner! upon! not! less! than! seven! days’! written! notice! to! the!Architect! in! the! event! that! the! project! is! permanently! abandoned.!!If! the! project! is! abandoned! by! the!Owner!for!more!than!90!consecutive!days,!the!Architect!may!terminate!this!Agreement!with!written!notice.!!In!the!event!of!termination!not!the!fault!of!the!Architect,!the!Architect!shall!be!compensated!for!services!performed!prior!to!termination,!together!with!reimbursable!expenses!then!due.!!!!138

139Mr.!Troy!Buckner! ! July!14,!2011!Anchorage!Urban!League! ! Page!4!of!4!!!Ownership!and!Use!of!Architect’s!Drawings,!Specifications!and!Other!Documents!!Intellectual!Property!and!Copyrights!Documents! prepared! by! the! Architect! and! Architect’s! Consultants! are! instruments! of! the! Architect’s! or!Consultant’s!service!for!use!solely!with!respect!to!this!project.!!The!Architect!or!Consultant!shall!retain!all!common!law,!statutory!and!other!reserved!rights,!including!the!copyright.!!They!are!not!to!be!used!by!the!Contractor,! Subcontractor,! or! material! or! equipment! supplier! for! other! projects! or! for! additions! to! this!project!outside!the!scope!of!the!Work!without!the!written!consent!of!the!Owner!and!Architect.!!Transfer!of!the!Architect’s!or!Consultant’s!information,!in!electronic!or!hard!copy!formats,!does!not!transfer!any!license!or! extinguish! the! Architect’s! or! Consultant’s! right! to! reuse! the! information! in! the! general! use! of!professional!practice.!!!Re"Use!Re"use!or!transfer!of!documents!by!anyone!other!than!the!Architect!or!Architect’s!Consultant,!or!without!their!verification!and!adaptation!may!be!a!violation!of!copyright!and!is!at!the!Owner’s!own!risk.!!The!Owner!shall!indemnify,!protect!and!hold!harmless!Nvision!Architecture,!Inc.,!their!employees!and!their!consultants!from!any!harm,!claims,!losses!or!damages!resulting!from!such!re"use.!!Electronic!Media!Copies!Data! stored! in! electronic! media! can! deteriorate! or! be! modified! inadvertently! or! otherwise! without!authorization!of!the!data’s!creator;!therefore,!signed!and!sealed!hard!copy!documents!will!govern!over!any!conflict!or!change.!!Insurance!!Nvision!Architecture,!Inc.!and!their!consultants!are!covered!by!Professional!Liability!Insurance.!!Insurance!requirements!above!or!beyond!our!standard!limits!will!require!negotiation!on!an!as"needed!basis!due!to!the! increase! in! fees/premiums.!!Proof! of! insurance! from! the! Architect! or! any! consultant! shall! be! made!available!upon!request!by!the!Owner.!!Your!signature!below!will!serve!as!an!acceptance!of!this!proposed!Agreement.!Please!forward!an!original!signed! copy! to! our! office.! We! look! forward! to! working! with! you! on! this! project.!!Should! you! have! any!questions,!please!do!not!hesitate!to!call.!!Sincerely,!!NVISION!ARCHITECTURE,!INC.!!!!Bill!Tatom!CEO!!BT/pb!!Attachments:!RSA!"!M/E!Fee!Proposal!Agreed:!!______________________________________!Signature!!______________________________________!Title!/!Discipline!!______________________________________!Date!

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1453745 Community Park LoopSuite #200Anchorage, AK 99508Phone: (907) 269-7960Fax: (907) 269-7966MemoTo:Laraine Derr, Finance Committee ChairDate: July 25, 2011Re:Authority Grant Funding RequestFiscal Year: 2012 & 2013 Amount: $273,300.00Grantee: Providence Health & Services - AlaskaProject Title: Workforce Development: Psychiatric ElectiveRotationsRequested Motion: Recommend Approval to the full Board ofTrustees of a $273,300 FY12 & FY13 Workforce Focus AreaAllocation to Providence Health & Services- Alaska for PsychiatricElective RotationsThe Authority Grant funds are to be allocated from the followingsources:1. $237,800 in unobligated funds from the WorkforceDevelopment Focus Area broken down by fiscal year:a. FY2009 -- $40,800 – appropriation (AR) 16831b. FY2010 -- $138,000 – appropriation (AR) 16839c. FY2011 -- $59,000 – appropriation (AR) 168462. $35.5 in unspent FY10 funds from the WorkforceDevelopment Loan Repayment program – appropriation (AR)16832

146Project DescriptionIn FY09, The Trust funded two Workforce Development projects designed to beginaddressing the critical shortage of psychiatrists in Alaska; the Psychiatric ResidencyDevelopment initiative and the Psychiatric Elective Rotations program. The idea hasbeen to “capture” psychiatric residents as they complete their training, retaining themin State as part of the behavioral health continuum of care providers.As efforts to develop the residency continued in FY10 and FY11, the PsychiatricElective Rotation program was meant to complement the progress being made bybringing psychiatrists in training to Alaska; marketing the unique training and practiceopportunities for psychiatrists in Alaska, as well as bringing psychiatric professionalsto the state to provide beneficiary care.Unfortunately, the Psychiatric Residency Development project was not successfullyincluded in the State’s FY2012 budget, and the Psychiatric Residency was not ableto be to be implemented. We had not anticipated the need to continue the PsychiatricElective Rotation program at the current level needed to maintain our progress, andtherefore did not budget accordingly.RequestThe total project cost for the Psychiatric Elective rotation program for FY12 & FY13 is$341,300. In FY12 there is currently $68,000 approved in the Workforce Focus Areafor psychiatric training, leaving a gap in required funding for the program of $273,300.In order to bridge the gap in funding, we are requesting the allocation of unobligatedand unspent Workforce Development Authority Grant funds in the amount of$273,300 for the purpose of continued coordination of the psychiatric electiverotations for FY12 & FY13.Specifically, we propose to allocate the total project cost of $341,300 in the followingmanner: FY12 $166,000 and FY13 $175,300.This funding will allow the Psychiatric Elective rotations to be managed in conjunctionwith efforts to create the Alaska Psychiatric Residency. Four psychiatric residentseach fiscal year are being recruited to complete part of their training in Alaska.Residents will likely be from the University of Washington, School of Medicine andthe University of New Mexico, School of Medicine.The residents will be in their thirdor fourth year of training.

147Specific Alaskan training opportunities will depend on the capacity of Alaskan sites toprovide supervision and to meet the needs/preferences/goals of the specificresidents. Telepsychiatry, primary care integration, and rural/remote consultation willbe emphasized. Residents will likely be working with all beneficiary populations,depending on specific clinical site.Evaluation CriteriaThe most important performance measure will be how many residents decide toreturn to take jobs in Alaska after completing training.Since 2009, one of the five residents (Rebecca Bay MD) who participated in theelective rotations has returned to Alaska. She has worked at the Alaska PsychiatricInstitute and is currently working at Anchorage Community Mental Health Services.We have increasing resident interest in training and coming to Alaska.SustainabilityThe Alaska Psychiatry Residency is the long term goal for recruiting psychiatristsduring training because the after training Alaska placement rate is projected to behigher and at a lower per resident placement cost.The Psychiatric Elective Rotations will be organized and managed in partnership withefforts to create the Alaska Psychiatry Residency.Budget InformationPersonnel Services $202,800.00Personnel Services (Other Sources) $0.00Personnel Services Narrative: PERSONNEL - LIST AND DESCRIBE EACH ITEM WITHTHE CORRESPONDING BUDGET AMOUNTFY(12):$38,550 Alaska administration, teaching, supervision, salaries, wages, benefits$62,700 Resident salaries, benefits, and indirect costs$101,250 TotalFY(13):$30,250 Alaska administration, teaching, supervision, salaries, wages, benefits$71,300 Resident salaries, benefits, and indirect costs$101,550 Total

148Travel Costs $73,400.00Travel Costs (Other Sources) $0.00Travel Costs Narrative: TRAVEL - LIST AND DESCRIBE EACH ITEM WITH THECORRESPONDING BUDGET AMOUNTFY(12):$3,000 Resident travel to Alaska (round trip)$13,500 Resident vehicle in Alaska$14,400 Resident rural travel in Alaska$4,000 Faculty travel to recruit residents and coordinate with UWSOM and UNM residencydirectors$34,900 TotalFY(13):$3,250 Resident travel to Alaska (round trip)$15,500 Resident vehicle$17,000 Resident rural travel in Alaska$2,750 Faculty travel to coordinate with UWSOM and UNM residency directors$38,500 TotalSpace or Facilities $31,850.00Space or Facilities (Other Sources) $0.00Space or Facilities Narrative: SPACE OR FACILITIES - LIST AND DESCRIBE EACHITEM WITH THE CORRESPONDING BUDGET AMOUNTFY(12):$14,850 Resident housing in Alaska$14,850 TotalFY(13):$17,000 Resident housing in Alaska$17,000 TotalSupplies $2,000.00Supplies (Other Sources) $0.00Supplies Narrative: SUPPLIES - LIST AND DESCRIBE EACH ITEM WITH THECORRESPONDING BUDGET AMOUNTFY(12):$1,000 Supplies$1,000 TotalFY(13):$1,000 Supplies$1,000 Total

149Other Costs $31,250.00Other Costs (Other Sources) $0.00Other Costs Narrative: OTHER COSTS - LIST AND DESCRIBE EACH ITEM WITH THECORRESPONDING BUDGET AMOUNTFY(12):$13,000 Grant Allocation Over Head$1,000 Resident Alaska Medical License$14,000 TotalFY(13):$16,000 Grant Allocation Over Head$1,250 Resident Alaska Medical License$17,250 TotalTotal Amount in this Request $273,300.00Total Amount to be Funded by the Trust $341,300.00Total Amount Funded by Other Sources $0.00

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1513745 Community Park LoopSuite #200Anchorage, AK 99508Phone: (907) 269-7960Fax: (907) 269-7966MemoTo:Laraine Derr, Finance Committee ChairDate: July 20, 2011Re:Authority Grant Funding RequestFiscal Year: 2012 Amount: $80,000.00Grantee: Alaska Peer Support ConsortiumProject Title: BPI: Peer Support Worker Capacity BuildingRequested Motion: Approve an $80,000 FY12 BPI Focus AreaAllocation to the Alaska Peer Support Consortium for the PeerSupport Worker Capacity Building projectProject DescriptionThe Alaska Peer Support Consortium (the Consortium) will arrange the developmentand delivery of peer support specialist training to a maximum of 40 peers. TheConsortium will support this training with the development of a "Peer Support 101" forBehavioral Health providers and the development and delivery of supervisor training.The Consortium will also provide monthly group mentoring for the trained peersupport specialists.Peer support specialists are included in the new Medicaid Regulations from Oct 1,2011. The Consortium has been working with many behavioral health organizationsto support them in considering peer support as an option. A number of behavioralheath organizations are now looking to employ peers. Initial discussions haveoccurred with organizations in Homer, Soldotna, Juneau, Ketchikan, Kodiak andFairbanks. The Consortium has been in discussion with these agencies to identifytheir needs in relation to employing peer support specialists. The Consortium isworking alongside the Division of Behavioral Health, the Alaska Behavioral Health

152Association (ABHA), AMHB, ABADA and the Trust to ensure the smooth roll out ofthe use of Peer Support Specialists. The Consortium is also working with API in itsendeavors to ensure peers have roles in supporting people through the system.Please provide a brief schedule for project activities and/or milestones in FY12The project milestones are as follows:August 15, 2011 Project Start Date - RFP process and "Peer Support 101" forBehavioral health providers development startsAugust 31, 2011August 31, 2011RFP(s) developed for peer specialist training and supervisortrainingRFP(s) sent to Alaskan, lower 48 appropriate peer trainingorganizations/ contractorsSeptember 30, 2011 Closing dateSeptember 30, 2011 "Peer Support 101" for Behavioral Health providers completedand sent via email to all funded behavioral health providersOct 7, 2011Oct 11, 2011Feb 28, 2012Feb 28, 2012Response to RFP review/selection process committee meetSuccessful applicant notified and negotiations for training datesbeginsTraining completed for peer support specialistTraining completed for supervisorsPlease provide a brief schedule for project activities and/or milestones in FY12Support with developing the RFPTrust Beneficiaries ServedEstimated Number of Beneficiaries Served Experiencing:Mental Illness: 20Developmental Disabilities: 0Alzheimer’s Disease & Related Dementias: 0Chronic Alcoholism: 20Traumatic Brain Injuries: 0Non-Beneficiaries: 15

153Budget InformationPersonnel Services $48,200.00Personnel Services (Other Sources) $0.00Personnel Services Narrative:Bookkeeping: $45ph * 50 hours = $2,250Administration/coordination: $14.30ph (includes insurances, etc) * $500 = $7,150Customization to Alaska peer specialist training: $100ph * 50 hours = $5,000Delivery peer specialist training (up to 10 days training): $1000per day * 2 trainers * 10 days =$20,000Mental Health First Aid: $85 per person * 40 = $3,400Development "Peer Support 101" for Behavioral Health Organizations: $100ph * 40 hrs =$4,000Development Supervisors Training: $100ph * 20 hrs = $2,000Delivery 1 day supervisor training: $1,000per day * 2 trainers = $2,000Group mentoring for peer support specialists: $100per hour * 2 hrs * 12 (once per month) =$2,400Travel Costs $23,800.00Travel Costs (Other Sources) $0.00Travel Costs Narrative:Hotel: $120 per night * 13 nights (10 days training Mon- Fri) * 10 rooms (triple occupancy) =$15,600Airfare:$400 airfare * 18 people = $7,200Mileage: $1,000 mileage (estimate)Space or Facilities $2,000.00Space or Facilities (Other Sources) $0.00Space or Facilities Narrative:Venue Hire: $200 * 10 days = $2,000Supplies $6,000.00Supplies (Other Sources) $0.00Supplies Narrative:Food: $15 per day * 40 people * 10 days = $6,000Total Amount to be Funded by theTrust$80,000.00

154ALASKA PEER SUPPORT TRAINING COMPONENTS1. Preparing Yourselfa. Personal Awarenessi. Knowing yourselfii. Managing your own recovery and wellbeingiii. The role of employmentiv. Telling your storyb. Describing Peer Supporti. Definitions (peer support, peer services, recovery, support vs. therapy, etc.)ii. Values and philosophiesiii. Principles and standardsiv. Roles and responsibilitiesv. Recovery language and wellness toolsc. Explaining the Behavioral Health Systemi. Structure and elementsii. Rolesiii. Linkages with Peer Support2. Behaving Professionally and Ethicallya. Competencies and Compliancei. Identifying and developing professional competenciesii. Knowing and adhering to relevant laws, codes, policies and regulationsiii. Fulfilling responsibilities and commitmentsiv. Leading by exampleb. Ethics and ethical behaviori. Definitionsii. Need for professional ethicsiii. Code of Ethics/Conductc. Confidentialityi. HIPAA and 42CFR Part 2ii. Balancing privacy with mandatory reporting (see section 5.b)iii. Informed Consentd. Supervisioni. Seeking supervision and consultation; participating constructivelyii. Providing supervision and consultation1Developed by Statewide Peer Workforce Subcommittee 2011

155iii.Collaborating and partnering with all stakeholders3. Working with Othersa. Communicating Effectivelyi. Examining people’s communication abilities and preferencesii. Adapting communications to the person and situationiii. Listening effectivelyiv. Seeking informationv. Giving and accepting feedbackvi. Staying current (languages, terms, tools and technology)b. Building Positive Relationshipsi. Establishing rapportii. Recognizing and respecting differences in peopleiii. Proactively supporting people in neediv. Collaborating with othersc. Incorporating Cultural Responsivenessi. Seeking empowerment as an outcomeii. Gaining knowledge of local cultural traditions, beliefs and issuesiii. Incorporating cultural views and conceptsiv. Using cultural resources e.g. consulting with Elders, Healers etcv. Culture inclusive of youth, spirituality, gender, sexuality, etcd. Keeping Yourself Safei. Managing stress and maintaining wellbeingii. Creating and maintaining appropriate boundariesiii. Resolving conflicts including de-escalationiv. Identifying and managing physical/environmental hazardse. Trauma Informed Support and Developing Resiliencef. Assessing Strengths and Needsi. Assisting in identifying personal values, goals, and prioritiesii. Identifying strengths and resourcesg. Planning Servicesi. Identifying individuals’ goals and servicesii. Supporting individual decision-making in developing a plan of supportiii. Assisting individuals in developing personal plansh. Providing Servicesi. Providing emotional and physical support2Developed by Statewide Peer Workforce Subcommittee 2011

156ii.iii.Supporting problem solving and conflict resolutionTeaching and supporting recovery, resilience and wellness skills (e.g.Healthy Eating, Physical Activity, Restful Sleep, Stress Management, Service toOthers, Support Network, Optimism Based on Positive Expectations, CognitiveSkills to Avoid negative Thinking, Meaning and Purpose, Spirituality)i. Linking to Resourcesi. Identifying recommended resourcesii. Supporting individual decision-making in selecting resources and connectingwith themj. Advocatingi. Advocating with of individuals; where requestedii. Teaches individuals in self-advocacy4. Documenting and Record Keepinga. Completing required documentationi. Identifying required documentation and reportsii. Providing accurate and comprehensive informationiii. Following-up on reports when further action is requirediv. Collaborative note takingb. Keeping appropriate recordsi. Maintains all records as required by law, policy and professionalguidelinesii. Protecting privacy and confidentialityiii. Discussing documented information with individualsDeveloping Professionallya. Using self-assessments, performance evaluations and feedback from othersi. Identifying strengths and competencies acquired (tools, etc.)ii. Identifying areas for improvement and competencies to acquireb. Developing and implementing a learning plani. Incorporating learning needs previously identified into learningobjectives, steps required to achieve the objectives, target dates andresponsibilitiesii. Seeking opportunities to improve knowledge, skills, and abilities (e.g. selfeducation,training courses, continuing education events, etc.)3Developed by Statewide Peer Workforce Subcommittee 2011

157c. Maintaining a portfolioi. Definition of ‘Portfolio’ii. Recording learning experiences in a portfolioiii. Tracking against your personal learning planADDITIONS TO INCLUDE:Mental Health First Aid4Developed by Statewide Peer Workforce Subcommittee 2011