YH26-0044_MATFORCE__signed_2025.10.09.13.08.24.pdf

CONTRACT # YH26-0044

MATFORCE

This Contract is entered into by and between MATFORCE and the Arizona Health Care Cost Containment System (AHCCCS) and shall be effective upon execution by both parties and terminated pursuant to the terms set forth in this agreement.

Project: Arizona State Opioid Response IV Grant – SACLAz/Yavapai Reentry Project Contractor: MATFORCE Amount: $550,000 Re-entry

$2,299,990 SACLAZ

Term of Contract: The term of this Contract is from September 30, 2025, through September 29, 2026, unless otherwise extended by mutual agreement of the parties in a duly authorized and executed amendment.

This project is contingent upon funding that is comprised of state and federal funds. As a reminder, the following terms and conditions in your contract apply to the availability of funding for this project: Uniform Terms and Conditions, Section 4 Costs and Payments:

4.5. Availability of Funds for the Next State Fiscal Year.

Funds may not presently be available for performance under this Contract beyond the current State Fiscal Year. No legal liability on the part of the State for any payment may arise under this Contract beyond the current State Fiscal Year until funds are made available for performance of this Contract.

4.6. Availability of Funds for the Current State Fiscal Year. Should the State Legislature enter back into session and reduce the appropriations or for any reason and these Materials or Services are not funded, the State may take any of the following actions:

4.6.1. Accept a decrease in price offered by the Contractor;

4.6.2. Cancel the Contract; or

4.6.3. Cancel the Contract and re-solicit the requirements.

Should the funding for this project become unavailable, discontinued, paused, or restructured for any reason, including State or Federal funding adjustments, the project may be temporarily or permanently stopped, terminated or cancelled in whole or in part as directed by AHCCCS in writing.

CERTIFICATION

By signing this Contract, the Contractor certifies:

1. The negotiation of this contract did not involve collusion or other anti-competitive practices.

2. The Contractor shall not discriminate against any employee or applicant for employment in violation of Federal

Executive Order 11246, State Executive Order 2009-09 or A.R.S. §§ 41-1461 through 1465.

3. The Contractor has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with this Contract. Failure to provide a valid signature affirming the stipulations required by this clause shall result in rejection of the offer. Signing the contract with a false statement shall void the offer, any resulting contract and may be subject to legal remedies provided by law.

4. The Contractor is in compliance with A.R.S. § 41-3532 when offering electronics or information technology products, services, or maintenance; and

Docusign Envelope ID: 2E20EB96-7BE4-49FA-9D96-CFB84281C4C5

5. The Contractor is not debarred from, or otherwise prohibited from participating in any contract awarded by federal, state, or local government.

This Contract is the complete and exclusive statement of the understanding between the parties, and it supersedes all proposals, oral or written, and all other documents or communications between the parties relative to the subject matter herein covered, unless such documents or communications are specifically included by reference.

Electronic Submission: An electronic or portable document file (PDF) copy of this amendment shall serve as the original.

IN WITNESS THEREOF THE PARTIES HERETO SIGN THEIR NAMES IN AGREEMENT.

NAME OF CONTRACTOR/PROVIDER:

MATFORCE

ARIZONA HEALTH CARE COST CONTAINMENT

SYSTEM

SIGNATURE OF AUTHORIZED INDIVIDUAL:

SIGNATURE:

TYPED NAME:

TYPED NAME:

TITLE:

TITLE:

DATE: DATE:

Procurement Manager

Tracey Thomas

10/9/2025

Merilee Fowler

10/9/2025

Executive Director

ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM

YH26-0044

1.0 PROJECT TITLE: State Opioid Response (SOR) IV Grant – SACLAz/Yavapai Re-entry Project

2.0 PROJECT TIMELINE: September 30, 2025, through September 29, 2026. Options to extend for additional one (1) year periods may be available at AHCCCS discretion contingent upon funding availability.

3.0 PURPOSE:

Arizona Health Care Cost Containment System (hereinafter “AHCCCS”) is seeking consultant services to assist with the coordination of educational resources development and implementation of prevention efforts for opioid use disorder (OUD) and stimulant use disorder via the Prevention Desert coalitions. The Contractor shall provide oversight and guidance of organized efforts among coalition members so as not to duplicate efforts and amplify targeted projects.

AHCCCS is also seeking consultant services to assist with reintegration of individuals with OUD’s coming from a criminal justice setting. The Contractor shall seek to provide support to formerly incarcerated individuals in Yavapai, Pima, Pinal, Mohave, Graham, Navajo and Apache Counties.

4.0 BACKGROUND AND PROJECT DESCRIPTION:

4.1 AHCCCS has been awarded the SOR IV Grant, AHCCCS’s goal is to reduce the prevalence of stimulant and opioid related overdose and mortality throughout Arizona. AHCCCS’s project design includes collaborating with local, regional, Tribal, and statewide partners to provide (and reduce barriers to accessing) a comprehensive continuum of care spanning from education and prevention to the treatment and recovery of opiate use and stimulant use disorders (OUD and SUD), including the reversal of opioid related overdose.

4.2 AHCCCS will achieve this by increasing access to U.S. Food and Drug Administration (FDA) approved medication for the treatment of opioid use disorder (MOUD); by implementing and supporting the continuum of evidence-based prevention, treatment, recovery support services for OUD, stimulant use disorder and other concurrent substance use and/or mental health disorders.

4.3 The primary population of focus for the Arizona State Opioid Response proposal are individuals who are actively using opioids and stimulants; transition-aged youth; individuals who are at risk for opioid overdose or misuse; individuals who are in recovery; youth who are struggling with social pressures related to stimulant/opioid use (with a focus on fentanyl); community members and patients (including youth and parents) who are unaware of the risks of opiate/opioid/stimulant misuse and abuse; and prescribers.

4.4 Additional populations that will receive targeted programming are veterans and military families;

pregnant women and parents living with an OUD – particularly those who are involved with the court system or Department of Child Safety; individuals who are reentering the community after having been in detention/correctional facilities; individuals who are living with a spinal cord injury, brain injury, and those who have chronic pain; individuals who have experienced toxic stress and Adverse Childhood Experiences (ACE’s); and, individuals who are impacted by social determinants of health including, but not limited, to food and housing insecurities.

4.5 Prevention programming will be provided for 2,000,000 unduplicated individuals for each of the three (3) years, for a total of 6,000,000 unduplicated individuals receiving prevention programming during the entirety of the grant. Treatment and recovery services will reach 6,000 people during year one (1), 8,000 in year two (2), and 7,245 in year three (3), for a total of 21,245 unduplicated individuals reach. Of the individuals targeted to receive treatment and recovery support services, 9,500 will complete the CSAT GPRA tool (3,000 intakes in year one (1), 3,500 intakes in year two (2), and 3,000 intakes in year three (3).

5.0 RESPONSIBLITIES: The Contractor/Consultant shall:

5.1 SACLAZ

5.1.1 Develop and implement substance use prevention materials regarding tobacco use/vaping, fentanyl and psychostimulants targeted toward youth. Promote a prevention campaign via various media methods (i.e. social media, radio spots, printed materials, etc.). Update, expand and use the comprehensive toolkit to raise awareness, increase knowledge, and build skills to prevent youth and young adult use of tobacco products, vaping fentanyl, and psychostimulants, to promote naloxone and prevent overdose, to increase youth resiliency and to reduce stigma related to substance use disorder.

5.1.2 Conduct and implement localized assessment to collect data and determine effort impacts.

5.1.3 Provide oversight of 34 coalitions across the State of Arizona to ensure ubiquitous and consistence prevention messaging throughout the state.

5.1.4 Address Prevention Deserts where prevention programming has not historically been implemented and/or prevention efforts have lacked.

5.1.5 Expand prevention programming that targets tribal and other minority populations.

5.1.6 Fill gaps related to youth mental health and relationship with mental health and substance use through mental health and wellness promotion and by providing youth opportunities for resiliency activities and skills building.

5.1.7 Develop messaging and education about the impact of social media on youth mental health and substance use.

5.1.8 Enhance peer-to-peer efforts, to include training up youth in the coalitions on providing the youth-based educational training and developing and disseminating awareness and call-to-action messaging for youth across the state.

5.1.9 Expand messaging to populations of older adults.

5.1.10 Implement the Teachers as Mentors Model for youth who have experienced adverse events because of the opioid epidemic, those who have experienced trauma and those who are identified as being at very high risk for using opioids.

5.1.11 Participate in youth Advocacy day at the State Capitol.

5.2 Yavapai Re-entry Project

5.2.1 Sustain Yavapai Re-Entry and Expansion projects in eight (8) community reentry project locations.

5.2.2 Coordinate transportation from jail/prison to recovery support appointments (i.e. enrollment appointments, evaluations, treatment appointments, etc.) for program participants.

5.2.3 Promote reintegration of clients in a way that reduces criminal behavior.

5.2.4 Expand community resources and services for participants.

5.2.4.1 Assist in the restoration of clients’ civil rights.

5.2.4.2 Screening of new participants.

5.2.4.3 Provide and facilitate educational training.

5.2.5 Complete GPRA’s for eligible clients at intake, six (6) month follow-up, and upon program discharge.

5.3 Include the following SAMHSA disclaimer on all publications: “This publication was made possible by grant number 1H79TI085739 from SAMHSA. The views, opinions and content of this publication are those of the author and do not necessarily reflect the view, opinions, or policies of SAMHSA or AHCCCS.

5.4 Meet with AHCCCS monthly to review programmatic progress and barriers to programming.

5.5 Not have any conflicts of interest that would impact the work on this project.

5.6 Update the Re-entry Toolkit to include new tools and resources.

6.0 AHCCCS will:

6.1 Coordinate all grant deliverables to SAMHSA, monthly and annual reporting.

6.2 Coordinate performance measure reporting to SAMHSA.

6.3 Coordinate monthly and quarterly meetings for planning, and implementation activities among all partners, consultants and stakeholders.

6.4 Oversee all prevention, treatment, and recovery support activities within the grant.

6.5 Provide technical assistance as needed for MATFORCE SACLAz and YRP-E.

8.0 Reporting Requirements and/or Deliverables

Timeframe Deliverable Description Due Date Send To:

Monthly Contractor Expenditure Report (CER)

Provide an accurate and detailed expenditure report with back up documentation for allowable reimbursement.

The CER form can be found on Attachment A and at:

https://www.azahcccs.go v/PlansProviders/Guides ManualsPolicies/index.html

15th of the month, following month-end. In the event that the 15th falls on a weekend of holiday, the CER is due the next business day.

BHSInvoices@azahcccs.gov

Monthly Performance Measures Report (SACLAz)

Template will be provided by

AHCCCS.

15th of the month, following month-end. In the event that the 15th falls on a weekend of holiday, the CER is due the next business day.

SORGrants@azahcccs.gov

Monthly Performance Measures Report (Yavapai Reentry Project)

Template will be provide by

AHCCCS.

15th of the month, following month-end. In the event that the 15th falls on a weekend of holiday, the CER is due the next business day.

SORGrant@azahcccs.gov

Annually or as needed/ requested by

AHCCCS

Provider SUPRT Work Plans (only for Yavapai Reentry Project)

Resubmission requests outside of annual to be based on provider SUPRT performance

11/1 SORGrants@azahcccs.gov

Annually Progress Report (separate report for SACLAZ and Yavapai Reentry Project)

Summary of progress achieved (to include major activities, accomplishments, and outcomes data), barriers encountered and efforts to overcome these barriers for the entire project period.

9/29 SORGrants@azahcccs.gov

Upon Award

Federal Funding Accountability and Transparency Act (FFATA)

Required per 2 CFR Chapter 1, Part 170 REPORTING SUB-

AWARD AND EXECUTIVE

COMPENSATION

INFORMATION:

https://www.azahcccs.gov/ Resources/Grants/FFATA/

15 days after receiving fully executed contract

AHCCCSGrants@azahcccs.g ov

Docusign Envelope ID: 2E20EB96-7BE4-49FA-9D96-CFB84281C4C5 mailto:BHSInvoices@azahcccs.gov https://www.azahcccs.gov/%20Resources/Grants/FFATA/ https://www.azahcccs.gov/%20Resources/Grants/FFATA/ mailto:AHCCCSGrants@azahcccs.gov mailto:AHCCCSGrants@azahcccs.gov

9.0 Notices

9.1 For programmatic notices to AHCCCS, report to:

Barbara Cuadras, MS, CHES, State Opioid Response Grant Administrator Division of Behavioral Health and Housing

AHCCCS

150 North 18th Avenue Phoenix, AZ 85007 Email: barbara.cuadras@azahcccs.gov

9.2 For contractual correspondence and questions, report to procurement:

Marie Horn, Procurement Specialist Email: marie.horn@azahcccs.gov mailto:barbara.cuadras@azahcccs.gov mailto:marie.horn@azahcccs.gov

PRICE SHEET

FUNDING / METHOD OF REIMBURSEMENT

SOR IV Year 2

September 30, 2025 – September 29, 2026

MATFORCE Re-Entry

YH23-0066

ACCOUNT CLASSIFICATION AMOUNT

Personnel $182,520

ERE/Fringe $44,710

Travel Expense $11,790

Equipment $0

Supplies $3,600

Contractual $240,000

Other Operating $17,380

Total Direct Charges $500,000

Indirect Charges or Admin $50,000

TOTAL $550,000

With prior written approval from the Program Manager, the Contractor is authorized to transfer up to a maximum of 10% of the total budget amount between line items. Transfers of funds are only allowed between funded line items. Transfers exceeding 10% or to a non-funded line item shall require an amendment.

Indirect Costs are subject to the approved indirect cost agreement or the de minimus rate for non-federal entities in conformance with Uniform Guidance, 2 CFR 200.414.

All travel related expenditures will require the original receipts and will not exceed the State allowable rates which can be found at https://gao.az.gov/publications/saam

The information provided below is solely to comply with 2 CFR Part 200, Grants & Agreements §200.331:

Grantor: Substance Abuse & Mental Health Services Administration (SAMHSA) Grantee: Arizona Health Care Cost Containment System Grant Name: State Opioid Response IV Grant (SOR IV) Year 2

ALN/CFDA: 93.788

Federal Award Identification

Number (FAIN)

Contract

Award

Contract

Period

Award Amount

Issue Date

Award Period

Period of Performance

(Project Period)

FFATA

(Y/N)

H79TI087838 $550,000 09/30/25 –

09/29/26

$35,814,664 09/20/25 09/30/25 09/29/26

09/30/24 – 09/29/25

Y

PRICE SHEET

FUNDING / METHOD OF REIMBURSEMENT

SOR IV Year 2

September 30, 2025 – September 29, 2026

MATFORCE SACLAZ

YH23-0066

ACCOUNT CLASSIFICATION AMOUNT

Personnel $94,500

ERE/Fringe $28,350

Travel Expense $2,358

Equipment $0

Supplies $6,000

Contractual $1,954,692

Other Operating $5,000

Total Direct Charges $2,090,900

Indirect Charges or Admin $209,090

TOTAL $2,299,990

With prior written approval from the Program Manager, the Contractor is authorized to transfer up to a maximum of 10% of the total budget amount between line items. Transfers of funds are only allowed between funded line items. Transfers exceeding 10% or to a non-funded line item shall require an amendment.

Indirect Costs are subject to the approved indirect cost agreement or the de minimus rate for non-federal entities in conformance with Uniform Guidance, 2 CFR 200.414.

All travel related expenditures will require the original receipts and will not exceed the State allowable rates which can be found at

The information provided below is solely to comply with 2 CFR Part 200, Grants & Agreements §200.331:

Grantor: Substance Abuse & Mental Health Services Administration (SAMHSA) Grantee: Arizona Health Care Cost Containment System Grant Name: State Opioid Response IV Grant (SOR IV) Year 2

ALN/CFDA: 93.788

Federal Award Identification

Number (FAIN)

Contract

Award

Contract

Period

Award Amount

Issue Date

Award Period

Period of Performance

(Project Period)

FFATA

(Y/N)

H79TI087838 $2,299,990 09/30/25 –

09/29/26

$35,814,664 09/20/25 09/30/25 09/29/26

09/30/24 – 09/29/25

Y

Budget Narrative and Justification

SOR IV Year 2

September 30, 2025 – September 29, 2026 MATFORCE Re-Entry Programming

YH23-0066

A. Personnel:

Position (1)

Name (2)

Key Staff (3)

Annual Salary/Rate

(4)

Hourly Rate (5)

Level of Effort

(6)

Total Salary Charge to

Award (7)

Re-entry Coordinator Clarissa Nelson X $65,000 $31.25 1 FTE $65,000

Re-entry Specialist Jim Loper $47,840 $23.00 1 FTE $47,840

Re-entry Specialist Jessica Cox $47,840 $23.00 0.5 FTE $23,920

Re-entry Specialist Eric Contreras $45,760 $22.00 1 FTE $45,760

FEDERAL REQUEST $182,520

JUSTIFICATION: The Yavapai Re-entry Project is a regional support system for promoting successful reintegration of former inmates in a way that improves community safety by reducing criminal behavior. Expenses outlined in this proposal will provide support services to formerly incarcerated individuals in Yavapai, Pima, Pinal, Graham, Greenlee, Navajo, Maricopa and Apache Counties.

• The Re-entry Coordinator (Nelson) is responsible for providing coordination for the re-entry projects, assisting the other community re-entry projects with program components, and programmatic components which provide the following: managing time sensitive materials/reports; addressing complicated issues like assisting with restoring participants’ civil rights; screening of new participants;

oversight or presenting various educational trainings. The coordinator is also responsible for working with a caseload of participants, working to expand community resources and services for YRP participants; providing community referral linkages for job and housing connections; completing data entry; increasing program outreach and awareness throughout the county; assisting participants in accessing treatment; completing GPRA’s; recruiting and training community coaches to match with justice involved individuals; and assisting participants in meeting set goals

• The Re-entry Specialists are responsible for working with the re-entry participants and community coaches; working directly with the clients to assist with enrolling in recovery and treatment services; transportation; accessing housing; obtaining legal assistance;

processing application; conducting enrollments; assisting with resources; and providing services through Information and Referral services.

B. Fringe Benefits:

Position

(1)

Name

(2)

Rate (3)

Total Salary Charged to

Award (4)

Total Fringe Charged to

Award (5)

Re-entry Coordinator Clarissa Nelson .30 $65,000 $19,500

Re-entry Specialist Jim Loper .16 $47,840 $7,654

Re-entry Specialist Jessica Cox .16 $23,920 $3,828

Re-entry Specialist Eric Contreras .30 $45,760 $13,728

FEDERAL REQUEST $44,710

JUSTIFICATION: Jessica Cox and Jim Loper are not on the MATFORCE insurance plan.

Fringe Category Rate

Retirement 0.05%

FICA 0.0765%

Insurance 0.14%

Social Security 0.014%

Workers Comp 0.019%

Total 30%

C. Travel:

Please note: All travel expenditures will require itemized receipts and will not exceed the State allowable rates which can be found in the State of Arizona Accounting Manual (SAAM) https://gao.az.gov.publications/saam.

Purpose

Destination

Item (3)

Calculation (4)

Travel Cost Charged to the Award

(5)

Travel for Staff Various locations across AZ

Mileage

1,466/miles a month x 12/months x $0.67/per mile

$11,790

FEDERAL REQUEST $11,790

JUSTIFICATION: MATFORCE/Yavapai Re-entry Project Staff members and volunteers will be traveling throughout Yavapai County, including rural and urban areas, for enrollment appointments, match appointments, evaluations, check-ins, treatment appointments, etc. with YRP participants and community coaches. Yavapai County is a large county of 8,125 sq. miles with participants from nine (9) incorporated communities and over 20 unincorporated communities. The majority of the time, the participants do not have reliable transportation. The re-entry staff provides transportation to assist them in looking for employment, recovery support, mental health services, looking for housing, family reunification, probation and parole appointment, court hearings, etc. Mileage is also used to meet with community coaches, community events that promote YRP, and training opportunities for staff. Six (6) site visits to community re-entry projects in Apache, Navajo, Pima, Pinal, Maricopa and Graham Counties. The request for mileage is in compliance with the State of Arizona Accounting Manual Travel Policy, and with the grant restrictions. MATFORCE has documented mileage reimbursement processes.

D. Equipment (Over $5,000 per item):

Item(s) (1)

Quantity (2)

Amount (3)

% Charged to the Award

(4)

Total Cost Charged to the Award

(5)

FEDERAL REQUEST $0

JUSTIFICATION:

E. Supplies (items costing less than $5,000 per item):

(1) Rate (2)

Cost (3)

Charged to the Award

(4)

Total Cost Charged to the Award

(5)

Program Supplies $300/month x 12 $3,600 100% $3,600

FEDERAL REQUEST

$3,600

JUSTIFICATION: To run the re-entry programming, program supplies such as program applications, program brochures, re-entry toolkit materials are necessary. Programmatic supplies directly related to the implementation of the program will be covered in this category.

F. Contractual:

COSTS FOR CONTRACTS MUST BE BROKEN DOWN IN DETAIL AND A NARRATIVE JUSTIFICATION PROVIDED.

Name (1) Service (2) Rate (3) Other

(4)

Cost (5)

Charged to the Award

(6)

Total Cost Charged to the Award

(7)

Re-center

Implementation of Community Re-entry project in Navajo County

$50/hour x 60/hours per month x 12

$36,000 100%

$36,000 https://gao.az.gov.publications/saam

Name (1) Service (2) Rate (3) Other

(4)

Cost (5)

Charged to the Award

(6)

Total Cost Charged to the Award

(7)

CareAZ Apache County

Implementation of Community Re-entry project in Apache County

$50/hour x

Rebuild Recovery

Implementation of Community Re-entry project in Maricopa County

$50/hour x

100%

Casa Grande Alliance

Implementation of Community Re-entry project in Pinal and Pima Counties

$50/hour x 80/hours per

$48,000 100%

$48,000

Graham County Substance Abuse Coalition

Implementation of Community Re-entry project in Graham and Greenlee Counties

80/hours per

$48,000 100%

$48,000

PPEP

Implementation of Community Re-entry project in Pima County

$50/hour x

FEDERAL REQUEST $1,986,310

JUSTIFICATION: Contractors implementing community re-entry programming will be reimbursed at a rate of $50 an hour for providing recovery support services to individuals who were previously incarcerated and who have experienced substance use disorders.

G. Construction: NOT ALLOWED

H. Other:

Item Rate Cost

Background checks for re-entry volunteers $30/per coach x 20 $600

Verizon – cell phones for re-entry staff $398.33/per month x 12 $4,780

Housing assistance, transportation needs, assistance with social determinants of health

Estimated $150/each x 80 participants $12,000

$17,380

JUSTIFICATION:

• Background checks will be conducted for SOR IV volunteer community coaches matched with participants.

• Work cell phones are necessary to keep in touch with and to assist re-entry participants. Re-entry staff members are in the field a considerable amount of their work time.

• Assistance with first month’s rent, sober living and or deposit for 80 participants, transportation needs and basic supplies.

I. Total Direct Charges:

FEDERAL REQUEST – TOTAL DIRECT CHARGES $500,000

J. Indirect Cost Rate or Administration (See Footnote below):

Calculation (1)

Indirect Cost Charged to the Award

(2)

Indirect Cost Rate of 10% $50,000

FEDERAL REQUEST $50,000

JUSTIFICATION: The following costs will be covered through the indirect cost rate of 10%: office rent, liability insurance, financial management, accounting and the Executive Director’s time.

FOOTNOTE:

(1) Please specify whether utilizing indirect or administrative overhead.

(2) For administrative overhead, please provide a justification of costs included in administration.

(3) For indirect costs, please specify if using the de minimis rate or provide a copy of the approved indirect cost agreement. The de minimis rate of 10 percent for non-federal entities is subject to Uniform Guidance, 20 CFR 200.414.

K. Total Project Costs:

FEDERAL REQUEST – TOTAL PROJECT COSTS –

(Sum of Total Direct Costs and Indirect (Or Admin) Costs)

$550,000

L. BUDGET SUMMARY (should include future years, as applicable to the grant, and projected total):

Category Year 1

09/30/24 – 09/29/25

Year 2

09/30/25 – 09/29/26

Year 3

09/30/26 – 09/29/27

Total Budget

Personnel $151,520 $182,520 $182,520 $516,560

Fringe $47,456 $44,710 $44,710 $136,876

Travel $11,790 $11,790 $11,790 $35,370

Equipment $0 $0 $0 $0

Supplies $3,600 $3,600 3,600 $10,800

Contractual $240,000 $240,000 $240,000 $720,000

Other $45,634 $17,380 $17,380 $80,394

Total Direct Charges $500,000 $500,000 $500,000 $1,500,000

Indirect Charges or Admin

$50,000 $50,000 $50,000 $150,000

Total Project Costs $550,000 $550,000 $550,000 $1,650,000

*FOR REQUESTED FUTURE YEARS

Budget Narrative and Justification

SOR IV Year 2

September 30, 2025 – September 29, 2026 MATFORCE SACLAz

YH23-0066

A. Personnel:

Position (1)

Name (2)

Key Staff (3)

Annual Salary/Rate

(4)

Hourly Rate (5)

Level of Effort

(6)

Total Salary

Charge to Award

(7)

Program Manager Nikki Rosson $80,000 $38.46 0.25 FTE $20,000

Grant Coordinator Lauren Young $60,000 $28.85 0.75 FTE $45,000

Education and Public Relation Specialist

Vinnie Source $50,000 $24.04 0.1 FTE $5,000

Prevention Assistant Michele Simmons $45,000 $21.63 0.1 FTE $4,500

Teachers as Mentors Program Manager

Kelley Lee $75,000 $36.06 0.1 FTE $7,500

Teachers as Mentors Coordinator

Kelly Mattox $50,000 $24.04 0.25 FTE $12,500

FEDERAL REQUEST $94,500

JUSTIFICATION:

• The Program Manager (Rosson) is responsible for assisting in the continued creation of marketing and prevention materials for the project, creating new toolkit products focused on educating youth and caregivers on the risks associated with social media use and its relationship to increased anxiety and depression in youth, managing and training coalitions on Peer-to-Peer education that will be developed as an expansion in SOR IV funding, and assisting with the marketing campaigns for the project.

• The Grant Coordinator (Young) is responsible for reviewing all grant reporting from the coalitions, managing the reporting portal, compiling monthly reporting numbers for the coalitions, assisting with the coordination and development of materials, attending and assisting with the facilitation of committee meetings, conducting direct project implementation in areas of Arizona where there are no coalitions, essentially filling a service gap whenever needed or appropriate, and providing support to the coalitions as needed for implementation of the program.

• The Education and Public Relation Specialist (Source) is responsible for managing social media posts and website content for the project, and working to create posts on fentanyl, psychostimulants, naloxone, youth resiliency and mental health.

• The Prevention Assistant (Simmons) is responsible for assisting the Executive Director, Program Manager and Grant Coordinator with prevention tasks associated with the SACLAz project.

• The Teachers as Mentors Program Manager (Lee) is responsible for assisting with the management of the Teachers as Mentors program in all three (3) counties.

• The Teachers as Mentors Coordinator (Mattox) is responsible for providing training and oversight to the Teachers as Mentors project and managing the Teachers as Mentors project in Yavapai County. The Teachers as Mentors Project is an expansion of programming proposed for SOR IV, programs have also been implemented in Mohave and Maricopa Counties.

B. Fringe Benefits:

Total Salary Charged to

Award (4)

Total Fringe Charged to

Award (5)

Program Manager Nikki Rosson .30 $20,000 $6,000

Grant Coordinator Lauren Young .30 $45,000 $13,500

Education and Public Relation Specialist Vinnie Source .30 $5,000 $1,500

Prevention Assistant Michele Simmons .30 $4,500 $1,350

Program Manager Teachers as Mentors Kelly Lee .30 $7,500 $2,250

Total Salary Charged to

Award (4)

Total Fringe Charged to

Award (5)

Teachers as Mentors Coordinator Kelly Mattox .30 $12,500 $3,750

FEDERAL REQUEST $28,350

Fringe Category Rate

Retirement 0.05%

FICA 0.0765%

Insurance 0.14%

Social Security 0.014%

Workers Comp 0.019%

Total 30%

C. Travel:

Please note: All travel expenditures will require itemized receipts and will not exceed the State allowable rates which can be found in the State of Arizona Accounting Manual (SAAM) https://gao.az.gov.publications/saam.

Purpose

Destination

Item (3)

Calculation (4)

Travel Cost Charged to the Award

(5)

Travel for Staff Various locations across AZ

Mileage

Estimated 293.5/miles a month x 12/months x $0.67/per mile

$2,358

FEDERAL REQUEST $2,358

JUSTIFICATION: Travel costs for the assigned staff to implement and coordinate the project. Travel will be required statewide.

MATFORCE-SACLAz travel request is solely for mileage reimbursement for SOR IV program, and the to/from locations of the travel will be provided during cost reimbursement. MATFORCE/SACLAz has a policy in place that is in compliance with the State of Arizona Accounting Manual.

D. Equipment (Over $5,000 per item):

(1)

Quantity (2)

Amount (3)

% Charged to the Award

(4)

Total Cost Charged to the Award

(5)

FEDERAL REQUEST $0

E. Supplies (items costing less than $5,000 per item):

(1) Rate (2)

Cost (3)

Charged to the Award

(4)

Total Cost Charged to the Award

(5)

Program Supplies $500/month x 12 $6,000 100% $6,000

FEDERAL REQUEST

$6,000

JUSTIFICATION: Program supplies include flyers, brochures, and other necessary supplies for the SOR IV program implementation.

https://gao.az.gov.publications/saam

F. Contractual:

COSTS FOR CONTRACTS MUST BE BROKEN DOWN IN DETAIL AND A NARRATIVE JUSTIFICATION PROVIDED.

Name (1) Service (2) Rate (3) Other (4)

Cost (5)

Charg ed to the

Awar d

(6)

Total Cost Charged to the Award

(7)

Contract with 6 statewide coalitions TBD

Contract with 6 coalitions to implement the Psychostimulant Prevention Project, Social Media/Mental Health Awareness, Fentanyl/Counterfeit Pills and Nicotine/Tobacco toolkit in service areas.

$50/hour

$50/hour x 60/hours per month x 12/months x 6/coalitions

$216,000 100%

$216,000

Contract with 12 statewide coalitions TBD

Contract with 12 coalitions to implement the Psychostimulant Prevention Project, Social Media/Mental Health Awareness, Fentanyl/Counterfeit Pill and Tobacco/Nicotine toolkit in the service areas.

$50/hour

40/hours per month x 12/months x 12/coalitions

$288,000 100%

$288,000

Contract with 12 statewide coalitions TBD

Contract with 12 coalitions to implement the Psychostimulant Prevention Project, Social Media/Mental Health Awareness, Fentanyl/Counterfeit Pills and Nicotine/Tobacco toolkit in service areas.

$50/hour

$50/hour x 20/hours per month x 12/months x 12/coalitions

$144,000 100%

$144,000

MSTEPP

Contract with MSTEPP to implement Teachers as Mentors programming in 2 Mohave County schools

$50/hour

$50/hour x 15/teachers x 10/hours per month x 9/months

$87,500

100%

$87,500

Name (1) Service (2) Rate (3) Other (4)

Cost (5)

Charg ed to the

Awar d

(6)

Total Cost Charged to the Award

(7)

Youth4Youth

Contract with Youth4Youth to implement Teachers as Mentors programming in 3 Maricopa County schools

$50/hour

$50/hour x 15/teachers x 10/hours per month x 9/months

$87,500 100%

$87,500

TBD Selected School Districts in Yavapai County

The Teachers as Mentors project will continue through SOR IV funding in selected school districts in Yavapai County

$50/hour

40/teachers x 10/hours per month x 9/months

$180,000 100%

$180,000

RPO Media, Sparklight Advertising, Sir Speedy Printing, Arizona Media Association, Krista Witherow, NCN Media, ValPak, Becky Devoe Graphics

Vendors TBD Radio Stations, TV Stations, Billboard Companies:

Clear Channel, Becker Boards, Lamar Social Media Advertising

Contracts to assist with education curriculum, production of new products including the mental health awareness campaign, media buys, information dissemination materials for statewide fentanyl, counterfeit pills, mental health awareness, nicotine/tobacco, naloxone and psychostimulant project

Per bids and quotes

Breakdown to be provided at time of bids

$772,217 100%

$772,217

Community Anti-Drug Coalitions of America

(CADCA)

CADCA Membership for 3 coalitions and/or 2 registrations for CADCA Forum

$695 $695/each x 5

$3,475 100%

$3,475

Name (1) Service (2) Rate (3) Other (4)

Cost (5)

Charg ed to the

Awar d

(6)

Total Cost Charged to the Award

(7)

Arizona Boarder Alliance

Staff (coalition coordinator) costs to develop a coalition in border communities area to implement the opioid and psychostimulant education and awareness project

$50/hour

$50/hour x 100/hours per month x 12/months

$60,000 100%

$60,000

TBD

Staff (coalition coordinator) costs to develop a coalition in an unserved area and to implement the opioid and psychostimulant education and awareness project

$50/hour

$50/hour x 100/hours per month x 12/months

$60,000 100%

$60,000

Compass Evaluation and Research

Evaluation Services $125/hour 400 hours $50,000 100%

$50,000

TBD Training $100/hour 60 hours $6,000 100% $6,000

FEDERAL REQUEST $1,954,692

JUSTIFICATION:

• Contract with 30 Substance abuse coalitions: Award a contract to 30 approved coalitions for hours worked to further develop and implement substance use prevention materials for youth and adults focusing on fentanyl and psychostimulants. Additional components include naloxone, Good Samaritan Law, youth resiliency, young adult messaging, tobacco/nicotine and stigma. In SOR IV additional components have been developed by the coalition to address the risks of social media and the relationship to mental health. The campaign includes youth and adult presentations and curricula, TV spots, radio spots, social media messaging, print materials, billboard ads, etc. The funding level will be determined by capacity, past performance, available funding, population and staff time spent on the campaign. The project was developed and implemented through SOR II, SOR III, and SOR IV funding. Coalitions in Arizona will continue to work together to implement the components in the tool kit. The project includes school-based education, parenting education, PSA’s using traditional and social media, community forums/events and will transverse a continuum from basic education on psychostimulants to resource and referral options within the community. The goal of the project is to provide information to most of the residents in Arizona and to provide direct education to youth and caregivers. Vendors will also be selected for printing and producing educational materials for youth and caregivers.

• Teachers as Mentors Project: Pilot organizations implemented the Teachers as Mentors project in SOR IV, Year 1. Youth adversely affected by drug use were selected to be matched one on one with a teacher. The teacher will check in and check out with the students at the beginning and end of each day, they will also spend one additional period with the youth each week.

• Statewide information dissemination campaign: Vendors (TBD for Media Buys); RPO Media, Sparklight Advertising, Sir Speedy Printing, NCM Media, ValPak, Arizona Media Association: The statewide campaign will continue to focus on unified education and awareness. MATFORCE will contract with specified vendors to assist in dissemination of messaging that is developed through SACLAz.

Marketing venues will be utilized to further the reach and capacity of the messaging. SACLAz coalitions will continue to come to consensus on the most effective messaging and tools to achieve the goal of reaching millions of people. Vendors will build capacity on social media messaging, traditional media messaging (print, TV, radio, movie theatre ads, Valpak, billboards, etc.) and material dissemination. SACLAz contracts with the Arizona Media Association which results in the donation of 4.5 million dollars of free media each year of the project.

• Community Anti-Drug Coalitions of America (CADCA): Expansion coalitions fee to pay membership to CADCA for training and coalition support. Lauren Young and Nikki Rosson will attend the CADCA Forum. The registration fee of $695 per person will be charged to the SOR IV grant. The training will assist the staff in implementing SOR IV programming.

• Prevention Desert Expansion Coalition Project: Expansion coalitions are being and will be developed in desert areas. A contract will be implemented with qualified organizations to build the capacity of a coalition and to ultimately implement the SACLAz SOR toolkit. The contract will pay for time spent by the coalition coordinator to develop a coalition and to implement the toolkit. The coordinator will work with the coalition to implement prevention programming in the community. The coalition will agree to continue implementing strategies of the psychostimulant and fentanyl/counterfeit pill campaign.

• Compass Evaluation and Research: Conduct all evaluation components and assist with the administration and oversight of this project.

Complete the following tasks:

• For the psychostimulant and fentanyl/counterfeit pill prevention project the following components will be conducted: process, impact and outcome evaluation (optional per AHCCCS direction and need); continued assistance with localized assessment, tool development, data collection processes, reporting and iterative data for decision-making.

• For addressing prevention deserts in Arizona, the following evaluation components will be conducted: process, impact and outcome evaluation; assistance with using local data and assessment methods, trainings on community assessment, data-driven decision-making, grant applications and assessing community impact.

• Oversight and administrative assistance will include project development, committee meetings and structure, training, scopes of work, performance reviews and compliance for the project.

• Vendor (TBD): Training will be conducted as a refresher on existing efficacious prevention efforts on the opioid epidemic and psychostimulant project with targeted focus on new material and strategies to address community education and awareness needs around fentanyl and counterfeit pills.

G. Construction: NOT ALLOWED

H. Other:

Item Rate Cost

Table Rental for SACLAz Youth Advocacy Day at the State Capitol

$20/table x 60 $1,200

Chair Rental for SACLAz Youth Advocacy Day at the State Capitol

$5/chair x 300 $1,500

Canopies $80/canopies x 20 $1,600

Delivery, set-up, taxes $700

$5,000

JUSTIFICATION: Youth Advocacy Day will be implemented in 2026. The event takes place at the Arizona State Capitol building. The goal of Youth Advocacy Day is to teach youth the importance of their voices. The event will include education on substance use prevention and youth resiliency.

I. Total Direct Charges:

FEDERAL REQUEST – TOTAL DIRECT CHARGES $2,090,900

J. Indirect Cost Rate or Administration (See Footnote below):

Calculation (1)

Indirect Cost Charged to the Award

(2)

Indirect Cost Rate of 10% $209,090

FEDERAL REQUEST $209,090

JUSTIFICATION: The administrative fees for the grant will cover wages and fringe costs of the Executive Director, for time utilized in the project. It will also cover accounting fees, legal fees, audit fees, liability insurance, utilities, website management, cell phone expenses, rent/utilities, general office supplies, program supplies and other administrative costs. Merilee Fowler will manage the project and will oversee executive administration of the project including execution of contracts, vendor procurement, program tracking and submission of performance measures. Ms. Fowler will also coordinate and facilitate development of new products within the toolkit; oversee implementation progress; and provide oversight and guidance to the Prevention Desert coalitions and their mentors. Merilee will work with media contractors for implementation of the statewide campaigns. Ms. Fowler will play an integral role in the coordination of collaborative efforts for matters relating to workgroups, facilitate regular meetings and check-ins with all staff and participating coalitions.

Merilee will work with coalition members and contractors to pilot aspects of educational aids, sometimes via focus groups, to include social media campaigns, toolkit components, PSAs, etc.

FOOTNOTE:

(1) Please specify whether utilizing indirect or administrative overhead.

(2) For administrative overhead, please provide a justification of costs included in administration.

(3) For indirect costs, please specify if using the de minimis rate or provide a copy of the approved indirect cost agreement. The de minimis rate of 10 percent for non-federal entities is subject to Uniform Guidance, 20 CFR 200.414.

K. Total Project Costs:

FEDERAL REQUEST – TOTAL PROJECT COSTS –

(Sum of Total Direct Costs and Indirect (Or Admin) Costs)

$2,290,990

L. BUDGET SUMMARY (should include future years, as applicable to the grant, and projected total):

Category Year 1

09/30/24 – 09/29/25

Year 2

09/30/25 – 09/29/26

Year 3

09/30/26 – 09/29/27

Total Budget

Personnel $72,486 $34,500 $94,500 $261,486

Fringe $22,746 $28,350 $28,350 $79,446

Travel $2,358 $2,358 $2,358 $7,074

Equipment $0 $0 $0 $0

Supplies $6,000 $6,000 $6,000 $18,000

Contractual $1,986,310 $1,954,692 $1,954,692 $5,895,694

Other $1,000 $5,000 $5,000 $11,000

Total Direct Charges $2,090,900 $2,090,900 $2,090,900 $6,272,700

Indirect Charges or Admin

$209,090 $209,090 $209,090 $627,270

Total Project Costs $2,299,990 $2,299,990 $2,299,990 $6,899,970

DEFINITIONS

As used in this Contract, the terms listed below are defined as follows:

1.0 AHCCCS: The Arizona Health Care Cost Containment System – a managed health care program which pertains to health care services provided pursuant to A.R.S. 36-2903 et seq., and is also the name of the State agency.

2.0 CONTRACT: The combination of the Contract Terms and Conditions, and Scope of Work; Contract Amendments;

and any terms applied by law.

3.0 CONTRACT AMENDMENT: A written document signed by the Procurement officer that is issued for the purpose of making changes in the contract.

4.0 CONTRACTOR: A person who has a contract with AHCCCS.

5.0 DAYS: Calendar days unless otherwise specified.

6.0 GRATUITY: A payment, loan, subscription, advance, deposit of money, services or anything of more than nominal value, present or promised, unless consideration of substantially equal or greater value is received.

7.0 HEALTH PLAN: An organization which contracts with the AHCCCS Administration to administer the provision of a comprehensive package of AHCCCS covered acute and behavioral health care services to AHCCCS members enrolled with the health plan.

8.0 MAY: Indicates something that is not mandatory but permissible.

9.0 MATERIALS: All property, including equipment, supplies, printing, insurance and leases of property but does not include land, a permanent interest in land or real property or leasing space.

10.0 PROCUREMENT OFFICER: The person, or his or her designee, duly authorized by the State and AHCCCS to enter into and administer Contracts and made written determinations with respect to the Contract.

11.0 PROGRAM CONTRACTOR: An organization which contracts with the AHCCCS Administration to execute the provision of a comprehensive package of ALTCS covered acute care, behavioral health services and long term care services to ALTCS members enrolled with the program contractor.

12.0 SHALL, MUST: Indicates a mandatory requirement. Failure to meet these mandatory requirements may result in the rejection of a proposal as non-responsive.

13.0 SHOULD: Indicates something that is recommended but not mandatory. If the Offeror fails to provide recommended information, the State may, at its sole option, ask the Offeror to provide the information or evaluate the proposal without the information.

14.0 SCOPE OF WORK: Those provisions of this solicitation which specify the work and/or results to be achieved by the Contractor.

15.0 SUBCONTRACT: Any Contract, express or implied, between the Contractor and another party or between a subcontractor and another party delegating or assigning, in whole or in part, the making or furnishing of any material or any service required for the performance of the Contract.

16.0 STATE: The State of Arizona.

17.0 STATE FISCAL YEAR: The period beginning with July 1 and ending June 30.

Uniform Terms and Conditions

Version 10.5

1. Definition of Terms. As used in this Solicitation and any resulting Contract, the terms listed below are defined as follows:

1.1. “AI” means the science and engineering of making machines capable of performing tasks that are typically associated with human intelligence, such as learning and problem-solving, and includes without limitation: AI systems, classic AI, external AI, generative AI, and large language model (LLM) AI.

1.2. “Attachment” means any item the Solicitation which requires the Offeror to submit as part of the Offer.

1.3. “Contract” means the combination of the Solicitation, including the Instructions to Offerors, the

Uniform and Special Terms and Conditions, and the Specifications and Statement or Scope of Work; the Offer and any Best and Final Offers; and any Solicitation Amendments or Contract Amendments.

1.4. "Contract Amendment" means a written document signed by the Procurement Officer that is issued for the purpose of making changes in the Contract.

1.5. “Contractor” means any person who has a Contract with the State.

1.6. “Data” means recorded information, regardless of form or the media on which it may be recorded. The term may include technical data and computer software. The term does not include information incidental to contract administration, such as financial, administrative, cost or pricing, or management information.

1.7. “Days” means calendar days unless otherwise specified.

1.8. “Exhibit” means any item labeled as an Exhibit in the Solicitation or placed in the Exhibits section of the

Solicitation generally containing maps, schematics, examples of reports, or other documents that will be used to perform the requirements of the Scope of Work after contract award.

1.9. “Gratuity” means a payment, loan, subscription, advance, deposit of money, services, or anything of more than nominal value, present or promised, unless consideration of substantially equal or greater value is received.

1.10. “Materials” means all property, including equipment, supplies, printing, insurance and leases of property but does not include land, a permanent interest in land or real property or leasing space.

1.11. “Procurement Officer” means the person, or his or her designee, duly authorized by the State to enter into and administer Contracts and make written determinations with respect to the Contract.

1.12. “Services” means the furnishing of labor, time or effort by a Contractor or Subcontractor which does not involve the delivery of a specific end product other than required reports and performance, but does not include employment agreements or collective bargaining agreements.

1.13. “State” means any department, commission, council, board, bureau, committee, institution, agency, government corporation or other establishment or official of the executive branch or corporation commission of the State of Arizona that executes the Contract.

1.14. “State Fiscal Year” means the period beginning with July 1 and ending June 30.

1.15. “Subcontract” means any Contract, express or implied, between the Contractor and another party or between a Subcontractor and another party delegating or assigning, in whole or in part, the making or furnishing of any Materials or any Services required for the performance of the Contract.

1.16. “Subcontractor” means a person who contracts to perform work or render Services to a Contractor or to another Subcontractor as a part of a Contract with the State.

2. Contract Interpretation

2.1. Arizona Law. The Arizona law applies to this Contract including, where applicable, the Uniform

Commercial Code as adopted by the State of Arizona and the Arizona Procurement Code, Arizona Revised Statutes (A.R.S.) Title 41, Chapter 23, and its implementing rules, Arizona Administrative Code (A.A.C.) Title 2, Chapter 7.

2.2. Implied Contract Terms. Each provision of law and any terms required by law to be in this Contract are a part of this Contract as if fully stated in it.

2.3. Contract Order of Precedence. In the event of a conflict in the provisions of the Contract, as accepted by the State and as they may be amended, the following shall prevail in the order set forth below:

2.3.1. Special Terms and Conditions;

2.3.2. Uniform Terms and Conditions;

2.3.3. Statement or Scope of Work;

2.3.4. Specifications;

2.3.5. Attachments;

2.3.6. Exhibits; then

2.3.7. Any other documents referenced or included in the Solicitation including, but not limited to, any Bid or Offer documents provided by the Contractor that do not fall into one of the above categories.

2.4. Relationship of Parties. The Contractor under this Contract is an independent Contractor. Neither party to this Contract shall be deemed to be the employee or agent of the other party to the Contract.

2.5. Severability. The provisions of this Contract are severable. Any term or condition deemed illegal or invalid shall not affect any other term or…