07/21/1999 Contract
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07/01/99Contract Number KG971
COMMUNITY CARE FOR THE ELDERLY
STANDARD' CONTRACT
THIS CONTRACT is entered into between the Alliance for Aging, Inc., hereinafter referred to as the
"Alliance", and the Monroe County Board of CoInll1issi:one~ hereinafter referred to as the "provider". This
contract is subject to all provisions contained in the MASTER AGREEMENT executed between the Alliance
and the Provider, Agreement No. PA29, and its successor, incorporated herein by reference.
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I. Provider Agrees: n' i' ."
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A. Services to be Provided: ~~~ :E ~
To plan, develop, and accomplish the services delineated, or otherwise:"Cif1i8e ~ @nning,
development, and accomplishment of such services and activities, under the con~ti~ s@ifi~ and in
the manner prescribed in AttachmentJ.. of this agreement.
B. Requirements of Section 287.058, Florida Statutes:
These requirements are herein incorporated by reference.
C. Final Request for Payment
1. The provider must submit the final request for payment to the Alliance no more than 45 days after
the contract ends or is terminated; if the provider fails to do so, all right to payment is forfeited,
and the Alliance will not honor any requests submitted after the aforesaid time period. Any
payment due under the terms of this contract may be withheld until all reports due from the
provider, and necessary adjustments thereto, have been approved by the Alliance.
2. A final receipt and expenditure report as a closeout report will be forwarded to the Alliance within
sixty (60) days after the contract ends or is terminated. All monies which have been paid to the
provider which have not been used to retire outstanding obligations of the contract being closed out
must be refunded to the Alliance along with the final receipt and expenditure report.
II. The Alliance Agrees:
Contract Amount
To pay for contracted services according to the conditions of AttachmentL in an amount not to exceed
$278,301 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. The costs of services paid under any
other contract or from any other source are not eligible for reimbursement under this contract. The schedule
of funds awarded to the provider pursuant to this contract is in state grants and aids appropriations and
consists of the following:
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07/01/99Contract Number KG971
Program Title Year Funding Source CFDA# Fund Amounts
Community Care 1999 General Revenue N/A $278,301
for the Elderly
TOTAL FUNDS CONTAINED IN THIS CONTRACT: $278,301
III. Provider and Alliance Mutually Agree:
A. Effective Date:
1. This contract shall begin on July 1. 1999 or on the date the contract has been signed by both parties,
.whichever is later.
2. This contract shall end on December 31. 1999.
B. Termination and Suspension
The causes and remedies for termination or suspension of this contract shall follow the same procedures
as outlined in Section III. B. And Section III. C. of the Master Agreement.
C. Notice, Contact, and Payee Information:
1. The name, address, and telephone number of the contract' manager for the Alliance for this contract
IS:
John L. Stokesberrv
Alliance for Aging, Inc.
9500 S. Dadeland Boulevard, Suite 400
Miami, Florida 33156
305-670-6500
2. The name, address, and telephone number of the representative of the provider responsible for
administration of the program under this contract is:
Louis LaTorre
Monroe County Social Services
5100 College Road - Wing III
Key We~ FL 33040
(305) 292-4420
3. In the event different representatives are designated by either party after execution of this contract,
notice of the name and address of the new representative will be rendered in writing to the other
party and said notification attached to originals of this contract.
,4. The name (provider name as shown on page 1 of this contract) and mailing address of the official
payee to whom the payment shall be made:
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07/01/99Contract Number KG971
Monroe County Board of Commissioners
5100 College Road - Wing III
Key West, FL 33040
IN WITNESS THEREOF, the parties hereto have caused this 9 page contract to be executed by their
undersigned officials as duly authorized.
PROVIDER: MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
BOARD PRESIDENT OR
AUTHORIZED DESIGNEE
SIGNEI).,-.....-. .... ~_.
BY: \~~~\'- -. ,."
SIGNED
BY: K~<tr'\(1\ ~\\U)~~
NAME: LU~ \h~M'nC"\. -\t~u~
TITLE: ~o-v-
DATE: 'I -d 1- '1 <i
NAME: RAMONA FRISCHMAN, EdD.
TITLE: BOARD PRESIDENT
DATE: ~J 1 /q ~
FEDERAL ID NUMBER: 59-6000749
PROVIDER FISCAL YEAR END DATE: September 30
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ATTEST: DANNY L. KOlHAGE, ael~.>,
BY ~ ~LQ_ c . ~ 15>~~t:....--
DEPUTY CLERK"- )
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07/01/99Contract Number KG971
ATTACHMENT I
COMMUNITY CARE FOR THE ELDERLY PROGRAM
I. STATEMENT OF PURPOSE
Community Care for the Elderly Program provides community-based services organized in a continuum of
care to assist aged 60 + elders at risk of nursing home placement to live in the least restrictive environment
suitable to their needs.
II. SERVICES TO BE PROVIDED
A. Services:
The approved Service Provider Application of Monroe County Board of Commissioners for
Community Care for the Elderly funds for July 1, 1999 to December 31, 1999, 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 provider, and prescribe the services to be
rendered by the provider
B. Manner of Service Provision:
The services will be provided in a manner consistent with and described in the Service Provider
Application for the Community Care for the Elderly funds for July 1, 1999 to December 31, 1999 of the_
Monroe County Board of Commissioners. and the Department of Elder Affairs Client Services
Manual. In the event the manual is revised, the contract will incorporate any such revision and the
provider will be given a copy of the revision.
III. METHOD OF PAYMENT
. A. This is a fixed rate - advance funding contract. All requests for payment and expenditure reports
submitted to support requests for payment shall be on DOEA forms 106C and 105C. Duplication or
replication of both forms via data processing equipment is permissible, provided all data elements are in
the same format as included on department forms.
B. The provider may request a monthly advance for each of the first two months of the contract period,
based on anticipated cash needs. Detailed docmnentation justifying cash needs for advances must be
maintained in the contract managers file. All payment requests for the third through the twelfth months
shall be based on the submission of monthly actual expenditure reports beginning with the first month
. of the contract. The schedule for submission of advance requests is A TT ACHMENT II to this
contract. Reconciliation and recouping of advances made under this contract are to be completed by the
time the final payment is made. All advance payments are subject to the availability of funds.
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07/01/99Contract Number KG971
C. Advance funds may be temporarily invested by the provider in an insured interest bearing account. All
interest earned on contract fund advances must be returned to the Alliance at the end of the first quarter
of the contract period.
D. Any payment due by the Alliance under the terms of this contract may be withheld pending the receipt
and approval by the Alliance of all financial and programmatic reports due from the provider and any
adjustments thereto.
E. The Alliance shall make payment to the provider for provision of services up to a maximum number of
units of service and at the rate(s) stated below:
Service to be Unit of Unit Maximum Maximum
Provided Service Rate Units Dollars
Case Management 1 client hour $38.9197 1,865 $ 72,585
Chore 1 hour $27.1939 1,237.5 $ 33,653
Personal Care 1 hour $23.1840 2,765 $ 64,104
Respite 1 hour $17.5197 1,512.5 $ 26,499
Homemaker 1 hour $20.2575 3,972.5 $ 80,473
Other TBA TBA $ 987
F. Provider will implement a Modified Spending Authority with the exception of Case Management.
Provider is to provide services based on clients' service plans and will not be restricted to providing the
services as projected. Additional budget revisions/contract amendments will not be required to move
funding among these services, with the exception of Case Management. Total Contract Amount cannot
be exceeded.
IV. SPECIAL PROVISIONS
A. Match
The provider will assure a match requirement of at least 10 percent of the cost for all services. The
subcontract provider's match will be made in the form of cash and/or inkind resources. At the end of
the contract period, all Community Care for the Elderly funds expended must be properly matched.
B. , Program Income
Program Income earned may be spent in the same year as earned. Any program income funds not spent
may be carried forward into the next fiscal year. Any prior year program income carried forward must
be spent in the following year.
. C.' State Laws and Regulations
1. The provider agrees to comply with applicable parts of Rule Chapter 58C-l, Florida Administrative
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Code promulgated for administration of Sections 430.201 through 430.207, Florida Statutes, and
the Department of Elder Affairs Client Services Manual.
2. The provider agrees to comply with the provisions of Sections 97.021 and 97.058, Florida Statutes,
and all rules related thereto in the Florida Administrative Code.
D. Reports
. The provider agrees to submit an annual report as described by the department's Division of Long Term
Care Policy by August 31, 2000.
E. Comprehensive Assessment Review and Evaluation for Long Term Care Services (CARES) Program
Those persons who are functionally assessed by the Comprehensive Assessment Review and
Evaluation for Long Term Care Services (CARES) Program to be at imminent risk of nursing home
placement and referred to the Community Care for the Elderly Program will have services started
immediately. The provider lead agencies must shelter an adequate portion of funds to serve these
CARES referrals.
F. Business Hours
Area agencies and lead agencies must at a minimum maintain business hours from 8:00 AM to 5:00 PM
daily, Monday through Friday.
G. Medicaid Waiver
The provider is encouraged, through the assessment by case managers, to identify Medicaid eligible
CCE clients who meet Medicaid Waiver criteria and refer them to CARES and SSI related Payments (if
applicable) for approval for Medicaid Waiver services. The assessment and provision of services
~hould always consider the most cost effective means of service delivery. Approximately 44% of the
general revenue funds necessary to support approved client's services will be transferred to match the
56% federal funds in order to increase provider Medicaid Waiver funding to serve the clients. The
identified funding for transfer activity will be reported to the Alliance for submission to the department,
at least quarterly.
H.. Co-payment Collections
1. The Alliance will hold back 3 percent (3%) of the provider contract amount from the Requests for
Payment within the first five months of the contract year. The amount of funds so held back shall
be released to a provider upon collection by the provider, by November 15, of25 percent (25%) of
the total co-payments projected for collection by the provider for the contract year.
2. Within three business days of November 15, the Alliance will determine if the provider collected,
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07/01/99Contract Number KG971
on or before November 15, 25 percent (25%) of their total projected .annual co-payments. The
Alliance will release to each such provider all funds so held back from such provider. The Alliance
will reallocate all funds held back from the providers if provider fails, by November 15, to collect
25 percent (25%) of their total projected annual co-payments. All such funds held back will be
distributed pro rata only to providers who have collected, by March 15, 50 percent (50%) of their
total annual projected co-payments.
3. The Alliance will certify to the Department, that funds held back pursuant to this clause have not
been distributed to the provider if the provider failed to meet its co-payment collection projections
by November 15. Upon failure of the Alliance to so certify by April 1, the Department will
reallocate such funds among the PSA's for distribution to providers who have collected at least 50
percent (50%) of their projected annual co-payments on or before March 15.
4. Co-payments include only the amounts assessed clients or the amounts clients opt to contribute in
. lieu of an assessed co-payment. The contribution must be equal to or greater than the assessed
'co-payment.
5. In the event this contract is extended to twelve (12) months, ending June 30, this section will be
amended to reflect the usual 5% holdback over seven months with the requirement for the provider
to have collected 50% by March 15.
I. Abuse Neglect and Exploitation
The provider will ensure that pursuant to Section 430.205(5), Florida Statute, those elderly persons who
are determined by adult protective services to be high risk elderly persons in need of services, pursuant
to sAI5.1045(2)(b), or to be victims of abuse, neglect, or exploitation who are in need of immediate
services to prevent further harm and are referred by adult protective services, will be given primary
consideration for receiving Community Care for the Elderly Services. As used in this subsection,
"primary consideration" means that an assessment and services must commence within 72 hours after
referral to the provider or as established in accordance with Alliance contracts by local protocols
developed between Alliance service providers and adult protective services.
J. Outcome Achievement
1. The Alliance will assign the provider legislatively approved outcome measures.
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07/01/99Contract Number KG971
2. The Alliance will track outcome achievement on a monthly basis. Technical assistance will
be provided to service providers when achievement levels drop 1 % or more from the assigned
outcome measures. Corrective action will be required specifying actions the providers will take to
bring achievement levels up to assigned amount if achievement drops 2% or more;
3. The Alliance will monitor implementation of provider strategies toward achieving outcomes as
described in the Service Provider Application for Monroe County Board of Commissioners
K. Care Plans
Care plans will be costed out for each client. Projected costs will be provided to fiscal officers to
manage resources and compare to actual expenditures for the agency.
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07/0 l/99Contract Number KG981
COMMUNITY CARE FOR THE ELDERLY PROGRAM
ATTACHMENT II
CONTRACT REPORT CALENDAR
ADVANCE BASIS COIft'RACT
Alliance
Submit to
Report On This
Number Month Based On Date
1 July Advance * July 1
2 August Advance * July 1
3 September July Expenditure Report August 15
4 October August Expenditure Report September 15
5 November September Expenditure Report October 15
6 December October Expenditure Report November 15
7 January November Expenditure Report December 15
8 F~bruary December Expenditure Report January 15
9 March January Expenditure Report February 15
10 April February Expenditure Report March 15
11 May March Expenditure Report April 15
12 June April Expenditure Report May 15
13 July Adv. Recon. ** May Expenditure Report June 15
14 Aug. Adv. Recon. **' June Expenditure Report July 15
15 * * Final Request for Payment August 14
16 ** Closeout Report August 29
Legend: * Advance based on projected cash need.
** Submission of expenditure reports mayor may not generate a
payment request. If final expenditure report reflects funds due
back to the Alliance, payment is to accompany the report.
Note # 1: Report #1 for Advance Basis Contracts cannot be
submitted to the Alliance prior to July 1 or until the contract with
the Alliance has been executed. Actual submission of the vouchers to
the DOEA is dependent on the accuracy of the expenditure report.
Note # 2: A final request for payment may be submitted to the
Alliance by the provider up to 45 days after the contract has ended.
Note # 3: The last two months of the provider's fiscal reports
covering actual expenditures should reflect an adjustment repaying
advances for the first two months of the contract.