3rd Amendment 05/17/2000
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BRANCH OFFICE
3117 OVERSEAS ffiGHWAY
MARAmON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
CLERK OF THE CIRCUIT COURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3660
BRANCH OFFICE
88820 OVERSEAS ffiGHWA Y
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
DATE:
May 26, 2000
TO:
Louis Latorre, Director
Social Services Division
FROM:
Tracy Threlkeld
In Home Services Program
Pamela G. Hanco(J.
Deputy Clerk I
\
ATTN:
At the May 17, 2000, Board of County Commissioners meeting the Board granted
approval and authorized execution of the following:
Amendment 003 to 99-00 Community Care for the Elderly Contract #KG-971 between
the Alliance for Aging, Inc., the area agency on Aging for Planning and Services Area 11 and
Monroe County Board of County CommissionersIMonroe County Social Services (Monroe
County In Home Service Program, the case management agency).
Amendment 003 to 99-00 Home and Community Based Medicaid Waiver Spending
Authority Contract #KS0012 between the Alliance for Aging, Inc., the area agency on Aging for
Planning and Services Area 11 and Monroe ~ounty Board of County Commissioners/Monroe
County Social Services (Monroe County In Home Service Program, the case management
agency).
Amendment 002 to 99-00 Home Care for the Elderly Contract #KH-972 between the
Alliance for Aging, Inc., the area agency on Aging for Planning and Services Area 11 and Monroe
County Board of County CommissionersIMonroe County Social Services (Monroe County In
Home Service Program, the case management agency).
---- --~--- - -------
------~~- --~---------
Amendment 003 to 99-00 Alzheimer's Disease Initiative Contract #KG-997 between the
jAllianCe for Aging, Inc., the area agency on Aging for Planning and Services Area 11 and Monroe
County Board of County CommissionersIMonroe County Social Services (Monroe County In
Home Service Program, the case management agency).
Enclosed please find three duplicate originals executed on behalf of Monroe County.
Please be sure that the fully executed "Clerk's Orginals" are returned to our office as soon
as possible. Should you have any questions, please do not hesitate to contact this office.
Cc: County Administrator wlo document
County Attorney
Finance
File
CLERK'S ORIGINAi.
AMENDMENT 003
CONTRACT KG 997
Page 1
THIS AMENDMENT, entered into between the Alliance for Aging, Inc., hereinafter
referred to as the "Alliance", and Monroe County Board of Commissioners, hereinafter referred
to as the "provider", amends contract KG 997.
The purpose of this amendment is to amend contract clauses to extend the contract period, and
to replace ATTACHMENT II.
1. Section I.,C. is hereby amended to read:
C. Final Request for Payment
1. The provider must submit the final request for payment to the Alliance no
later than September 15, 2000; 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.
2.
2. If the contract is terminated prior to the contract end date of September
30, 2000, then the provider must submit the final request for payment to
the Alliance no more than 45 days after the contract 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. ~ 0 g -r,
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Section 1/1., A. is hereby amended to read: ~~.~ z CJ
n' r- ""'11
Oe?' 0'\ C)
III. Provider and Alliance Mutually Agree: ~?Oo %a ::u
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A. Effective Date: ;:: oS: == ~
1. This contract shall begin on July 1, 1999 or on the c:lWe ~ r ~
contract has been signed by both parties, whichever is later. r c
2. This contract shall end on September 30, 2000.
3. A TTACHMENT I, Section 1/1, is hereby amended to include the following clause:
F. Contract Amendments
1. The provider agrees to implement the distribution of funds as detailed in
the Service Provider Application and the Budget Summary,
ATTACHMENT III to this contract. Any changes in the amounts of the
funds identified on the Budget Summary form require a contract
amendment.
AMENDMENT 003
CONTRACT KG 997
Page 2
2. This contract is for services provided during the 1999/2000 State Fiscal
year beginning July 1, 1999 through June 30, 2000. However, the
contract is in effect through September 30, 2000 in order to provide for
maximization of resources and to allow for greater flexibility to pay for the
services rendered by June 30, 2000. Services provided after June 30,
2000 cannot be reimbursed under this contract.
3. The provider will submit a draft closeout report by August 15, 2000. Any
contract amendments after August 15, 2000 determined necessary by
the Alliance will be based on the draft closeout reports.
4. The final expenditure report and request for payment will be due to the
Alliance no later than September 15, 2000. No expenditure reports or
requests for payment will be accepted after September 15,2000.
4. ATTACHMENT II, Contract Report Calendar, is hereby deleted and replaced with the
revised Contract Report Calendar attached hereto.
5. This amendment shall begin on the date on which the amendment is signed by both
parties.
All provisions in the contract and any attachments thereto in conflict with this
amendment shall be and 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 and the Master Agreement.
This amendment and all its attachments are hereby made a part of the contract.
AMENDMENT 003
CONTRACT KG 997
IN WITNESS WHEREOF, the parties hereto have caused this 4 page amendment to be
executed by their officials thereunto duly authorized.
PROVIDER: MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC. FOR
DADE AND MONROE COUNTIES
~~NErcS~-F~
~~N~~~
NAME: MARTY URRA
NAME: Shit'" Ie-v ;::;'~U'YJeu--,
I
TITLE: 144."1)"" / Ct,4.I'v""..~
I
TITLE: PRESIDENT
DATE: 1-1..." '7. 2-000
I
t .. 7; tJ(}
DATE:
FEDERAL ID NUMBER:
59-6000749
PROVIDER FISCAL YEAR ENDING DATE:
............':'......'. .....
09/30
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APPROVED
A AS TO FORM
B ct
ROBERT N
DAT~
Page 3
AMENDMENT 003
Report
Number
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Legend:
Note # 1:
Note # 2:
CONTRACT KG 997
Page 4
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
Month
July
August
September
October
November
December
January
February
March
April
May
June
July Adv. Recon.**
Aug. Adv. Recon. **
**
**
Based On
Advance*
Advance*
July Expenditure Report
August Expenditure Report
September Expenditure Report
October Expenditure Report
November Expenditure Report
December Expenditure Report
January Expenditure Report
February Expenditure Report
March Expenditure Report
April Expenditure Report
May Expenditure Report
June Expenditure Report
Draft Closeout Report
Final Expenditure and Request
for Payment Report
Final Closeout Report
ATTACHMENT II
Submit to Alliance
On This
Date
July 1
July 1
August 15
September 15
October 15
November 15
December 15
January 15
February 15
March 15
April 15
May 15
June 15
July 15
August 15
September 15
September 30
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.
*
**
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.
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.