2nd Amendment 03/20/2002
CLERK OF THE CIRCUIT COURT
MONROE COUNTY
BRANCH OFFICE
MARAmON SUB COURTHOUSE
3117 OVERSEAS HIGHWAY
MARAmON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
MONROE COUNTY COURmOUSE
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3663
BRANCH OFFICE
PLANTATION KEY
GOVERNMENT CENTER
88820 OVERSEAS HIGHWAY
PLANTATION KEY, FLORIDA33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
DATE:
April 3, 2002
FROM:
Louis Latorre, Director
Social Services Division
Pamela G. Hanc~
Deputy Clerk (~~y
TO:
At the March 20, 2002, Board of County Commissioners meeting the Board granted
approval and authorized execution of the following:
Amendment 001 to Contract KZ-197 for the Alzheimer's Disease Initiative for Fiscal Year
7/1/01 thru 6/30/02 between the Alliance for Aging, Inc. and the Monroe County Board of
County CommissionersIMonroe County Social Services (Monroe County In Home Service
Program, the Case Management Agency).
Amendment 002 to Contract KH-172 for the Home Care for the Elderly for Fiscal Year
7/1/01 thru 6/30/02 (Case Management only) between the Alliance for Aging, Inc. and the
Monroe County Board of County CommissionersIMonroe County Social Services (Monroe
County In Home Service Program, the Case Management Agency).
,/ Amendment 002 to Contract KC-171 for the Community Care for the Elderly Contract for
Fiscal Year 7/1/01 thru 6/30/02 between the Alliance for Aging, Inc. and the Monroe County
Board of County CommissionerslMonroe County Social Services (Monroe County In Home
Service Program, the Case Management Agency).
Amendment 001 to Agreement No. PA-229 (Master Agreement) for Fiscal Year 7/1/01
thru 6/30/02 between the Alliance for Aging, Inc. (Area Agency on Aging for Miami-Dade and
Monroe Counties) and the Monroe County Board of County CommissionerslMonroe County
Social Services (Monroe County In Home Service Program).
Enclosed are three duplicate originals, executed on behalf of Monroe County, for your
handling. Please be sure that the fully executed "Monroe County Clerk's Original" is
returned as soon as possible. Should you have any questions please feel free to contact our
office.
Cc: County Administrator w/o documents
County Attorney
Finance .
File
,,~~ty Clerk'- Original
AMENDMENT 002
Contract KC-171
Page1
THIS AMENDMENT, entered into between the Alliance for Aging, Inc.,
hereafter referred to as the "Alliance," and the Monroe County Board of Commissioners,
hereafter referred to as the "recipient," amends contract KC-171.
The purpose of this contract amendment is to award third quarter funding in the amount of
$114,282,.25 (includes a decrease in funds based on the state appropriation for SFY
2001/2002), add new contract clauses and revise contract clauses. Corresponding services are
adjusted according to the adjustments in funding.
1. Section II. is hereby amended to read:
II. The Alliance Agrees:
Contract Amount:
To pay for contracted services according to the conditions of Attachment I in an amount
not to exceed $360,886.75, subject to the availability of funds. The Alliance's
performance and obligation to pay under this contract is contingent upon an annual
appropriation by the Legislature passed through the Department of Elder Affairs. The
costs of services paid under any other contract or from any other source are not eligible
for reimbursement under this contract. The funds awarded to the recipient pursuant to
this contract are in the state grants and aids appropriations and consists of the
following:
Proaram Title Year Funding Source CSFA# Fund Amounts
Community Care 2001 General Revenue/Tobacco 65010 $360,886.75
for the Elderly Settlement Trust Funds
TOTAL FUNDS CONTAINED IN THIS CONTRACT: $360,886.75
2. ATTACHMENT I, Section II.A. is hereby amended to read:
II. SERVICES TO BE PROVIDED
A. Services:
1. The recipient's service provider application for state fiscal year 2001, and any
revisions thereto approved by the Alliance and located in the contract manager's
file, are incorporated by reference in this contract between the Alliance and the
recipient, and prescribe the services to be rendered by the recipient.
2. Expenditures for case management, service coordination and case aide must not
exceed ninety-five percent (95%) of the State Fiscal Year 2000/2001 expenditure
level for these services or the lead agency's prorated share of the $448,200.00
statewide legislative reduction whichever is the lesser amount. This reduction must
not be applied to any other service category.
AMENDMENT 002
Contract KC-171
Page2
3. Reductions in services as a result of the decrease in funds shall be made by attrition
of consumers as they are terminated from the CCE Program for reasons other than
this funding reduction or because the CCE consumer is transferred to another
funding source. This funding decrease shall not result in termination of to existing
CCE consumers as a means of managing the funding reductions.
4. Consumers may not be enrolled into a department state general revenue funded
program, including CCE, who are also enrolled in a Medicaid capitated long term
care health plan or program. These programs include the Frail Elder Program
operated by United Health Care, the Channeling Program operated by Miami Jewish
Home and Hospital for the Aged, the Long Term Care Community Diversion
Program operating in Planning and Service Areas 7 and 9, and the Program of All
Inclusive Care for the Elderly (PACE) program planned to begin operations in the
Miami-Dade County area.
3. ATTACHMENT I, Section IV, Paragraphs B., B.3., and B.S. are hereby amended to read:
B. Assessment and Prioritization for Service Delivery for New Consumers:
The following are the criteria to prioritize new consumers for service delivery. It is
not the intent of the department to remove existing clients from any services in order
to serve new clients being assessed and prioritized for service delivery.
3. Priority Criteria for Service Delivery:
a) individuals in nursing homes under Medicaid who could be
transferred to the community;
b) individuals in nursing homes whose Medicare coverage is exhausted
and may be diverted to the community;
c) individuals in nursing homes which are closing and can be
discharged to the community; or,
d) individuals whose mental or physical health condition has
deteriorated to the degree self care is not possible, there is no
capable caregiver and institutional placement will occur within 72
hours.
5. Referrals for Medicaid Waiver Services:
a) The recipient must identify, through the consumer assessment,
potential Medicaid eligible CCE consumers and refer these
individuals to CARES and SSI related payments (if applicable) for
approval for Medicaid Waiver services.
b) Individuals who have been identified as being potentially Medicaid
Waiver eligible are required to apply for Medicaid Waiver services in
order to receive CCE services and can only receive CCE services
while the Medicaid Waiver eligibility determination is pending. If the
consumer is found ineligible for Medicaid Waiver services for any
reason other than failure to provide required documentation, they
may continue to receive CCE services.
AMENDMENT 002
Contract KC-171
Page3
c) Individuals who have been identified as being potentially Medicaid
Waiver eligible must be advised of their responsibility to apply for
Medicaid Waiver services as a condition of receiving CCE services
while the eligibility determination is being processed.
4. ATTACHMENT III, Budget Summary, Page 12, is hereby deleted and replaced with revised
Page 12, attached hereto.
This amendment shall begin on the date on which the amendment has been signed by both parties.
All provisions in the contract and any of its attachments which may be in conflict with this
AMENDMENT are hereby changed to conform with this AMENDMENT.
All provisions not in conflict with this AMENDMENT are still in effect, and are to be performed at
the level specified in the contract. ..
This AMENDMENT and all its attachment are hereby a part of the contract.
IN WITNESS THEREOF, the parties hereto have caused this 4 page AMENDMENT to be executed
by their undersigned officials as duly authorized.
PROVIDER: MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
SIGNED
BY:
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NAME: C~Lf..5 jV1 C Cr) tf
NAME: Steven Weisberg. M.S.
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AMENDMENT 002
Contract KC-171
Page4
ATTACHMENT III
COMMUNITY CARE FOR THE ELDERLY PROGRAM
BUDGET SUMMARY
QUARTER DATES Case CCE Core TOTAL
Management Services
First 6/1-9/30/01 $23,426.50 $99,875.75 $123,302.25
Second 10/1-12/31/01 $23,426.50 $99,875.75 $123,302.25
Third 1/1-3/31/02 $23,426.50 $90,855.75 $114,282.25
Fourth 4/1-6/30/02
TOTALS $70,279.50 $290,607.25 $360,886..75