06/20/2007 Contract
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
VA TE:
June 25, 2007
TO:
Dotti Albury, Administrative Assistant
Monroe County In-Home Services Program
Pamela G. Han~
Deputy Clerk
FROM:
At the June 20, 2007, Board of County Commissioner's meeting the Board granted
approval and authorized execution of the following:
Contract KG060 - Community Care for Disabled Adults (CCDA) Contract between the
State of Florida, Department of Children & Families and the Monroe County Board of County
CommissionerslMonroe County In-Home Services. This Contract is for Fiscal Year July 1, 2007
through June 30,2008.
./Alzheimer's Disease Initiative (ADI) Contract KZ797 between Alliance for Aging, Inc.
(Area Agency on Aging) and the Monroe County Board of County Commissioners (Community
Services/In-Home Services) for Fiscal Year 7/1/07 to 6/30/08.
Home Care for the Elderly (HCE) Case Management Contract KH772 between the
Alliance for Aging, Inc. and the Monroe County Board of County Commissioners (Monroe
County Social Services/In-Home Services Program) for Fiscal Year July 1,2007 through June 30,
2008.
Community Care for the Elderly (CCE) Contract KC77I between the Alliance for Aging,
Inc. (Area Agency on Aging) and the Monroe County Board of County Commissioners
(Community Services/In-Home Services) for Fiscal Year 7/1/07 to 6/30/08.
Enclosed are four duplicate originals of the above-mentioned, executed on behalf of
Monroe County, for your handling. Please be sure to return the fully executed ''Monroe County
Clerk's Office Original" and the ''Monroe County Finance Department's Original" as soon as
possible. Should you have any questions please do not hesitate to contact this office.
cc: County Attorney
Finance w/o documents
File ./
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CONTRACT KZ-797 Page 1
ALZHEIMERS' DISEASE INITIATIVE CONTRACT
2007-2008
THIS AGREEMENT is 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 "recipient." This agreement is subject to all provisions contained in the
MASTER AGREEMENT executed between the Alliance and the Recipient, Agreement No.
PA429, and its successor, incorporated herein by reference.
I. Recipient Agrees:
A. Services to be Provided:
1. The recipient's service provider application for state fiscal year 2007 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. Consumers may not be enrolled in a Department of Elder Affairs' state general
revenue funded program, including ADI, 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 and the Program of All Inclusive Care for the
Elderly (PACE) program scheduled to begin operation in the Miami-Dade
County area.
B. Manner of Service Provision:
"", The services will be provided in a manner consistent with and described in the recipient's
service provider application for state fiscal year 2007 and the Department of Elder
Affairs Home and Community Based Services Handbook dated 01103. In the event the
handbook is revised, such revision will automatically be incorporated into the contract
and the recipient will be given a copy of the revisions.
II. The Alliance Agrees:
A. Contract Amount:
To pay for services in an amount not to exceed $65.888.00, subject to the availability of
funds.
Obligation to Pay:
The Alliance's performance and obligation to pay under this contract is contingent upon
an annual appropriation by the Legislature.
B. Source of Funds:
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CONTRACT KZ-797
Page 2
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.
III. Recipient and Alliance Mutually Agree:
A. Effective Date:
1. This contract shall begin on July 1, 2007 or on the date the contract has been
signed by both parties, whichever is earlier,
2. Delivery of services shall end on June 30, 2008.
IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed by
their undersigned officials as duly authorized.
PROVIDER:
ALLIANCE FOR AGING, INC.
SIGNED BY:
NAME:
Mario DiGennaro
NAME:
TITLE:
Mayor/Chairman
President & CEO
TITLE:
Gh;Jol
! '
DATE:
June 20, 2007
DATE:
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MONROE COUNTY ATTORNEY
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ASSISTANT COUNTY ATTORNEY
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CONTRACT KZ-797
Page 3
ATTACHMENT I
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
I. STATEMENT OF PURPOSE
The Alzheimer's Disease Initiative (ADI) Program is focused on caring for persons 18 + with
memory disorders.
II. SERVICES TO BE PROVIDED
A. Services:
1. The recipient's service provider application for state fiscal year 2007 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. Consumers may not be enrolled in a Department of Elder Affairs' state general revenue funded
program, including ADJ, 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 Conununity Diversion Program operating in Planning and Service Areas 7 and
9, and any other areas that may participate in the Long Term Care Diversion Program through
expansIOn and the Program of All Inclusive Care for the Elderly (PACE) program scheduled to
begin operation in the Miami-Dade County area.
B. Manner of Service Provision:
The services will be provided in a manner consistent with and described in the
recipient's service provider application for state fiscal year 2007 and the Department
of Elder Affairs Home and Community Based Services Handbook dated 01103. In
the event the handbook is revised, such revision will automatically be incorporated
into the contract and the recipient will be given a copy of the revisions.
III. METHOD OF PAYMENT
A. The method of payment in this contract is based on a fixed rate reimbursement for approved servICes.
The recipient must ensure fixed rates include only those costs that are in accordance with all applicable
srate and federal statutes and regulations and are based on audited historical costs in instances where an
independent audit is required. All requests for payment and expenditure reports submitted to support
requests for payment shall be on DOEA forms I06Z and I05Z. Duplication or replical10n of both
forms via data processing equipment is permissible. provided all data elements are in the same format
as included on departmental forms.
B. The recipient shall maintain documentation to support payment requests wlllch shall be available to th~
Comptroller, the Department of Elder Affairs, or the Alliance upon request.
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CONTRACT KZ-797
Page 4
C. The recipient shall maintain documentation to support payment requests which shall be available to the
Alliance, the Department of Elder Affairs or the Comptroller upon request
D. The recipient may request a monthly advance for service costs for each of the first two months of the
contract period, based on anticipated cash needs. Detailed documentation justifying cash needs for
advances must be submitted with the signed contract, approved by the Alliance, and maintained in the
contract manager's 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 o[funds.
E. Advance funds may be temporarily invested by the recipient in an insured interest bearing account.
All interest earned on contract fund advances must be returned to the Alliance within thirty (30) days
of the end of the first quarter of the contract period.
F. 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 Maximum Maximum
Service to be Provided Units of
Unit Rate Service Dollars
~ome Respite $24.03 2,742 $65,888
G. Any payment due by the Alliance under the terms of this contract may be withheld
pending the receipt and approval by the Alliance of complete and accurate financial
and programmatic reports due from the recipient and any adjustments thereto,
including any disallowance not resolved as outlined in Section LT. of lhe Master
Agreement.
IV. SPECIAL PROVISIONS
A. State Laws and Regulations:
The recipient agrees to comply with applicable parts of Rule 580-1, Florida
Administrative Code promulgated for administration of Sections 430.501 through
430.504, Florida Statutes, and the Department of Elder Affairs Client Home and
Community Based Services Handbook dated 01/03.
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 lhe intent of lhe Department of Elder Affairs to remove existing clients from any
program in order to serve new clients being assessed and prioritized for service
delivery.
1. Priority Criteria for Service Delivery:
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CONTRACT KZ-797
Page 5
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. individuais 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.
2. Priority Criteria for Other Assessed Individuals:
The assessment and provision of services should always consider the most cost effective means of service delivery. Functional impairment
shall be dekrmined through the depal1ment's consumer assessment form administered to each applicant. The most frail individuals 110t
prioritized in groups one, two or three above, regardless ofrefelTal source, will receive services to the extent funding is available
C. Co-payment Collections:
1. The recipient will establish annual co-payment goals. The Alliance also has the option to
withhold a portion of the recipient's Request for Payment if goals are not met according to the
Department of Elder Affairs' co-payment guidelines.
2. Co-payments include only the amounts assessed consumers or the amounts consumers opt to
contribute in lieu of an assessed co-payment. The contribution must be equal to or greater than
the assessed co-payment.
D. Evaluation, Statistics and Reports
The recipient agrees to respond to requests for evaluation information and statistical
data concerning its consumers based on information requirements of the Memory
Disorder Clinics and Brain Bank. The recipient will ensure Model Day Care Centers
supported by this contract develop innovative therapies and interventions which can be
shared with other Alzheimer's Disease Initiative health and social services personnel via
training. Model Day Care Centers supported by this contract must report to the provider
all training activities provided to health care and social service personnel and caregivers,
as well as serve as a natural laboratory for service related applied research by Memory
Disorder Clinics. An annual Model Day Care Center Training Report, ATTACHMENT
IV, is due by July 5, 2007.
E. Collaboration with Memory Disorder Clinics:
Memory Disorder Clinics are required to provide four hours of in-service training to all
respite and model day care centers in their designated service areas. The recipient agrees
to collaborate with Memory Disorder Clinics to assist in this effort.
F. Service Cost Reports:
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CONTRACT KZ 697
Page 6
The recipient will submit semi-annual service cost reports which reflect actual costs of
providing each service by program. This report provides information for planning and
negotiating unit rates.
6
Report
Number
1
2
3
4
5
6
7
8
9
10
11
12
13
14
16
Leqend:
Note # 1.:
Note # 2::
CONTRACT KZ 697
Page 7
ATTACHMENT II
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
CONTRACT REPORT CALENDAR
Based On
July Advance' .. ..... ...... .... ..............................................
August 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/July Advance Reconciliation .. ...........
June Expenditure Report/August Advance Reconciliation .. ......
Final Expenditure and Closeout Report .................
.
Advance based on projected cash need.
..
Submit
to the Alliance
on This Date
July 1
July 1
August 10
September 10
October 10
November 10
December 10
January 10
February 10
March 10
April 10
May 10
June 10
July 10
July 20
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 Department of Elder Affairs is dependent on
the accuracy of the expenditure report.
The last two months of the recipient's fiscal reports covering actual expenditures
should reflect an adjustment repaying advances for the first two months of the
contract.
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CONTRACT KZ 697
Page 8
ATTACHMENT III
ANNUAL MODEL DAY CARE CENTER TRAINING REPORT
Model Day Care Center Name:
Printed Name of Person
Completing Report
Signature of Person
Completing Report
Date Executed
The purpose of each model day care program must be to provide service delivery to persons
suffering from Alzheimer's disease or a related memory disorder and training for health care and
social service personnel in the care of persons having Alzheimer's disease or related memory
disorders. This report documents the required training for the State Fiscal Year July 1st through
June 30th.
Number Number Total
Actual Training Event(s) Health Care Social People
Professionals Services Trained
Trained Personnel
Trained
Training Title:
Date:
Trainina Summary:
******
8