2nd Amendment 08/20/2008
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE:
August 29, 2008
TO:
Deb Barsell, Director
Community Services
ATTN:
Dolti Albury
Administrative Assistant
FROM:
Pamela G. Han~
Deputy Clerk lYJ
At the August 20, 2008, Board of County Commissioner's meeting the Board granted
approval and authorized execution of the following:
Amendment #002 to the Alzheimer's Disease Initiative (ADI) Contract #KZ797 between
the Alliance for Aging, Inc. (Aging Resource Center) and the Monroe County Board of County
Commissiolli~rs (Community Services/In-Home Services) for Fiscal Year 7/1/07 to 6/30/08.
Amendment #002 to the Older Americans Act (OAA) Contract #AA-829
(1/1/08-12/3:t/08) between the Alliance for Aging, Inc. (Aging Resource Center) and the Monroe
County Board of County Commissioners (Community Services/In-Home and Nutrition Services).
Amendment #003 to the Older Americans Act (OAA) Contract #AA-829
(1/1/08-12/31/08) between the Alliance for Aging, Inc. (Area Agency on Aging for Miami-Dade
and Monroe Counties) and the Monroe County Board of County Commissioners (Community
Services/In-Home and Nutrition Services).
Amendment #004 to the Older Americans Act (OAA) Contract #AA-829
(1/1/08-12/31/08) between the Alliance for Aging, Inc. (Area Agency on Aging for Miami-Dade
and Monroe Counties) and the Monroe County Board of County Commissioners (Community
Services/In-Home and Nutrition Services).
Enclosed are three 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 me.
cc: County Attorney
Finance w/o documents
File/
Amendment 002
CONTRACT KZ 797
Page 1
THIS AMENDMENT is entered lnIo bebrJ8en the Alliance for Aging. Inc. (Aging Resource Center)
het....n. ._f.wnld to _ the "A/Iiance" and IIonroe County Bo8rd of Commissioner&.
The purpoee of..... ........... Is to hlCOll_ Ll ... folio... ......... AgIng RI.wn:e
CenI8r (ARC) futK.1Ions .1Id pale'" 8nd pro__ to'" _....... ...... ......-t.
L V.... *11 C8Iltraet A..eDdBleBt, tile pnwider.. UI to tile bllcnlu.a:
A. l\;.~.,. ARC ouflIounled fundiooI in accocdance widl policies and p:ocedlues
d.... _II."",,, by die "'0__ fbr AcinI- Refer 10 die tbIlowiD8 "'l_'h..~.,-:
i. ftu-.IunP.nt I: PoIicla and ProcedureI fbr <>utlIoun:ed FuactioD-
Screeni"8
ii. ft-......... II: PoIicla and Proceclunla fbr 0.-.... ~ TriqIt
ill. loIN. h1,o(ll" m: Policies and PtooedumI fur ActiwtiOll Dum WaitliBt-
CIiaIt Sa:Yka
N. ..~. 1 IV: PoIk..~... f'Al...Iw.. fbr T~...ln"1illU m.a Waidist-
CJieat Services
IL M,..:.....:.. WlIit IisII in CIRTS in ........~ with DOEA t-a.........
C::. RqJod ..~ofdicat~ 10 the Aaiaa ~ Cemer.
D. AdIarn to pn...:."_....~ poJicy ..lid fbrdl by die ~tw..ll ofElda' Affail'lI.
E. UpdaSc die J ""J Dl 1. ... to .....~ ABC wl...... ~.
Ji'. E1t.suIc qr- coot1icIII of iDt.eIal and ;,. .~'..- seIHdaraIa by referrin&
_..-. i& DIllllI of ..,a.- 001'- ., Of L ~. C8II .__ wyv..j ...
provider's scope of servias to the Aging Rc:soum: .
Go - .. _..i..- l'"""d:d .. in die eii-m' 1IeIK .dla.... .. die DIOIt cost
~ of............"...... .~.... .Ill..:........ _....._ to the _:~ needs.
Tile As5al8ed Priority CGllSIUIlCI" List (APCL) is nmint..inetf when sel'\'<<:e& funded b)' tit.;
cL.t-tw..utanlDOtavailAhIa c.....:fAlIdpmvidaaolq.. ......rica_......... -'sDimlf
InitUdivc (ADI),. Older Ama;"'. Act (OM),'" c...~ SIn_ (CI) "II ir"', WIitinc
lists in the ClRTS database for registered services when fUlldlng is /1otllvailable. Note; OA\JE 1~
_ ........,.. r.....Ii"8 ........... :Ibr ARC Wail Lilt JIUIP' ' Fm lBYiIles pnMded 1hrou8h OAAJE, 110
CIRTS client data entry is required.
Registered Services for the above listed programs are as fcllows: Adult Day Cace (ADC). Adult
Day Health C- (ADHC). Chore (CHO). Escort (ESC). Home u__ Aide (HHA).lL..........k-
(IIMK). Model Day Care (MDC). Personal C- (PECA). faciJity-o-I Respite (RESf). In-
Home Respite (RESP).
2. This ....Idmellt shall begin on May 18. 2008 (dlIe8" ........... ............... _III lid) or
the dal811. been 1iQIl8d ." both pertiM, ~lic:tIe.. .......
,. ....;.111 II. in .. _........ ..., - J"I_.INo.. in 00I1IIl;t lllIiIh thiS amendn..1t
.... .......,.... dWloL'IIf._..m........._..._1l
All p1ovieio1lS lICll in COlllkt with .. lII'I18Ildmelll.. .. in .... ... .. to .. ..b~.... at
the 1ev8I..,...clfied in the ........... ....... ~.lo.< WSI II tD COIIIof... ..... _Idment.
This....iodnI......... ........_... ..110.., 1IlIMie. pm of the contract.
Amendment 002
CONTRACT KZ 797
~2
IN WITNESS WHEREOF. the plries t.elo have caused this amendment to be executed by their
und8nigned olIiciaIs. duly autllUIlzed.
PROVIDER:
-~~~
ALlIANCE FOR AGING,INC.
SIGNED BY:
~~
NAIIE:
Kario DiGennaro
M. & ..lIE:
Prniant & CEO
TITLE:
DATE:
Kayor/Chairman
August 20, 2008
TITLE:
DATE:
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Attaduaeat I
Amendment 002
CONTRACT KZ 717
Page 3
AIUancle for Aging, Inc.
AgIng f'nJu.... O"'~../EIder Helpline
PolIcy and P.~ for
0uts0uraId fund:Ion -... lning
OMllon DIdie: MardI 5, 2008
..All on DIIII8I nla
...... DIIII8I nla
ObjectIVe: To.... that a c;ompreheneIve lilt 01 cIIenls in need 01..-- .. n.aa....lfld In elRTs br
_..,... biding IOURle _that hARC is U_., abII to A.:. ~ ~ hllMll of elder
hi. need In MiernH)lIde IRd Mon.ve Countlw.
PaRcy: To oII&IIn ..... , .....R...... fnlm cIiBnllIln ordIIr to lIIIIIiIt in J I "....... 01 need n
~ far~fundId _lIiOM
~o ....~
1. NC. co..adlod PIvlIIdeIs wII aIIect h...."odlbl froIn CiIIIIrs and antud: a 701A ._It.
1A....llMIIV, r a 7018 1 ,_It.... ecIIIiCs or 1I.......1dW flam ........ IIIUI'm (J.& CMES)
the tnI'onnal:Ion frcm the 70111 can be IJtIbed.
2. tIIIId ._ ...." 'Il~ """"~,... 701A(B) ...... .. NC. o..tbadlod Ph.Ml. wII
maIae a dllll.,,,I......, as lD the __us thIt: the caller Is In need 0I.~ (see co.tb..!
Ar.....dl,.1It APa.). . .
3. The IIfC, O"....Jled Po.... wII...........the _... funding SOlIIa(s) thIt: pnMdes the
. . ... <_o....a.Al......._.t APCL).
4. lfthe ca1Ier Is In need d a selv1a(S) thIt: Is IIlII: ...(WldedbrdleAACo..adlod PlVIIldeo, die
NC. o..adlod PnMdeI wII.... caller lID the IIfC, BIIr I ~l_ ..- 4- /IIC IkbNII .....
lftJIor tit an NC. a....... PlvMIf IIllIt ",..[ ... _. [-.....
S. The caller wII be ....-Idt.d wIttI !P....... .......... ._dIl.g the NC. as .. as the AAC Elder
.- ."... ........ .......
6. -rile caller wII be h"",,~ 01 the _WIIle& and funding SDlIIUlS tIlIII thay -18lI pIBa!d on the
WllIt lilt far In QRTS.
7. /tIC ~...:Md IlftIMIl. wII CRIIIIIe a dIIri: n!IIlIlId In CRTS (r Ihn Is no ......l9 n!lCIIId) and
__ ....... t ... far.. GIIIr br......... SlIllIRlI! and ewa. pr Ihn Is an ..dI6,g
r<<JIlId.. CIR1'S, .. _...1...111'11......'" [1 q.
8. llftheARC co.llbadlod JI'ruIIIdIr.' - ""_lIIItdlec:al.ra,,"far .....ltI8n one funding
scute, NC. o..lIbadlod PluMb IIItlallnIIIId lID _"'~.' - '.iWIo.. under
multiple funcIng 5lOUIQ!S, [Jr Ihn IS.. J JJU"O dint NCIllnt In aRTS, tflt clint reoofd In c:um;
wII be \4l'......f wIttI iIIlPIOIIIfaIJe 1nf'onnalIon].
9. /tICo..lb..dll.d Po.... w11lnlbmullI'...thlt:dlerwll.... -,ea lil'" ._ up GIll (or home'li&il: in
case of active client) to check on their status based on DOEA Walt list Reassessment SlancIards
and encourage caller tit (OIltact the Me Elder I ~.. wIIfl .. CJl....M4...
Amendment 002
CONTRACT KZ 797
Pqe4
Attllmmeat n
AllIance far Aging, Inc.
Aging Resource c...~_/EIder Helpline
PolIcy and Proced..... far
0UtII0unled function - Tri8ge
CreatIon DIdIe: March 5, 2008
RevIsIon DaIle: n/a
Rln.1ew DIllIe: n/a
ObJI :11..: To ensure thatdlenls in need rlDOfA fu1ded seMtes IIllCd\Ie seMtes based on the
highest level rI need, first:, as fining I)....ena """...
PolIcy: To 8IIIiIt dielllB in oblainilg OOEA funded UIVicel& _ funding becomes available.
blINd on ...,.. rI.... . det8m1Ined by . CIRTS priorily lICOr8.
PnJc:lecIure:
1. ARC Co.Ib....bod ProvIder will conduct periodic follow up calls (or home visit In case rI
acttve cIenI:) to check on cIenI: status based on DOfA WaI UIIt P r 1 T r ._A Stattdilodl.
2. Based on the InfarmatJon pnMded via 1M 701A(B) ,,-- -,ent, the ARC Co.ltJadEd
ProvIder wi updaIe the dIer1t InformaIIon In CDUS ~ as it .,0 ta/ns tD level of
.... for _WlM by fUndIng SOUI'a!
3. The ARC CuIb4dled ProvIder wi ensure that the CDUS ptbl!'ic~ score Is acanteIv
ITldiltdll.ed, acxxlIdI..V tD DOfA SbIndInfI.
4. If the caller Is in need d a serW:ie(s) that Is not provided by the ARC CoIlbaded ProvIder,
the AAC Culb~ ProvIder .. reIW c:aIIer to the AAC BeIer IIeIpIIlIe UIIIzfng the ARC
W...olI fann awJIor ID.. AAC o..lb..:lllld PnMdIr that pnMdeI the nllcled .w..
5. The caler will be illi'onned d the seMtes and fining lllJlI'U!S that they remain on the
walt 1st far lItd/or IllMt been n,,, _.'IId flam the WIIIt lit far.
6. AAC Co.Ib...w Provider will advise dient rI iI/l'f change In thW CDUS priority score based
on the Ufl'1iJI1Id /nformaIlon.
7, ARC eo.lb....bod Provider will .....tInd dIer1t rI the AAC BeIer Help LIne l.UII.-..t IUIlber and
tD COtll:act the ARC EIdIr H8Ip u.. with iI/l'f ql O'll. at l.UII_'"
8. As fining becomes 11\....-'-'<;, ARC Co.Ib....bod ProvIder will run aRTS Prbltiml:lun Report
and Ilrf\. Lv..... _.'lII1D DOfA St....dlo ("'10 AAC ClIent Adivation PoIdes
II'Id Pl~"'). 1hI o...dlIod Pl~ ..., t..".a.'III CJbrfII, as ............_ tD
prlo.ltt-d clients tD..... ac:lIYatIoII6 meet p''Y.."lllIIIc ~
Amendment 002
CONTRACT KZ 797
Page 5
AU...h-eat m
Alliance for Aging, Inc.
Aging Resource c...a./EIder Helpline
PoIIc.y and Ploaedure for
A..Ii........ From w.H: LIIIt - ae..b./ServIces
c:r.tIon Date: March 5, 2008
Rewi8lon DabI: n/a
RevIew DMe: n/a
ObJ,,-.thla. To ensure that elders In need ctDOfA fInIed services In MIaml-Dade and Moolloe
Counties and on the 0R1S walt list begin to retelve services as ftnIng beoonleS
iMIIIable.
PolIcy: ARC wiI WOlf( with ARC eo.ltIlldled Providers to 8I'1IUI'8 that cIienIB waiting for OOEA
fUnded -*- begin to recei... thoII8..w:. as funding beooIl188 available.
PlOClIIdure:
1. ARC ContractIld PrcMder will actIYaI:e dIenIs on 0R1S walt list based on DOEA
prIoo/ll...uon pon. - and funding anl'iIbI'Ity.
2. ARC a...lb....b:d PrcMder will update ORTS stiJtus by fiI1dIng source and service for any
seMc:B bIIng adJvatIId for the dhInt using appoprlate 0R1S axles.
3. alent may be left on walt list ct a dirr...er4 fUndIng source than the one being activated If
ARC a...lb...Jl.d PnMd8r cI8t8rmInas that It Is .......""'181&
4. CIent may also be left: on walt list In 0R1S If they n being ad:J!.1IOOd by the ARC
a...lb....b:d ProIIIder under a tsnporaly non-DOfA funcIng source and ARC eo.,baaed
PI1MdIIi d.."III... that the c::IIenbI need will paM. aft&' the boo~Ij)uoGl' ftnIng source Is
exhaustEd.
S. ARC eo.lb....b:d PrcMder w111lllfonn the dIenl: ct ." seMc:er/fUndII' source that they are
being activated for as well as those Sl!I'YIces and funding souras that they will aJntInue to
be walt Ib1ted for.
6. ARC a...lb....b:d ProIIIder will inIOnn dIent to ......lted the ARC Elder t h4A1i... if they have
any qu f! lbw. or 000lCef11S regarding the status ct ." ct their se.W:et.
Amendment 002
CONTRACT KZ 797
Pagel
Au...h...-eat IV
AllIancle for Aging, Inc.
Aging RI.IIUrcl8 c:e.,te./EIfIfIr Helpline
PolIcy and Pl'OCl8dure for
Tennlnatlon Frum Walt list - CIIenbI/Servkles
CreatIon Date: Man:h 5, 2008
Revision Date: n/a
RevIew Date: n/a
Objl ~H... To e15UI'e that the oomprehen.sNe list d dienIs In _ d seMa!s In CIRTS Is
appropriately maintained by fiJndIng soun:e and that the ARC Is the.etYt able to
dfectt,rety gauge the am!flI: level d elder service need In MIaml-Dade and Mc..oe
Counttes.
PoIk;y: ARC wiI maintain an ac:c:urate and ammt lilt of c:Iienl8 in need of elder services in
Miami-Dade and Monroe Counties with the .Blllllance of the ARC Co._acted Provicfcn.
P.oceduret
1. ARC u..lb~ ProvIder wIH Ie saeer1 dlents which the ARC u..1b....bed ProvIder inlUally
pIac:ecf on the CIRTS walt list for services based on DOEA P r r llellt Standards.
2. The Ie .sa eesung may be In the form d a phone saeenlng or a home visit depending on
the dIents status (I.e. ac:tlve/pellclllg)
3. ARC u..1b~ ProvIder wIH determine If the dIent Is no longer In need (or eligible) for
any of the SII w'Ials they were waft: IIsled for.
4. ARC ec..Ib....hod ProvIder wIH b!rmInatI! the dIent from the waft: list (entirely or by spedftc
seMc:e) using the app."", IlIte CIRTS terrnNIIon c:ocle for any services or funding 5OI.IU
for which the dlent Is ~lIdned to no longer be eligible for or no longer In need of.
5. ARC u..lb....tcd ProvIder wRIlnform the dlent of any servic:es/fUndI SOlI'te that they are
being ,....__ from the wait list for.
6. ARC eo.ltl....tcd ProvIder wRIl1iorm dIent d their ability to be re-added to the walt list If
their level d need shouIcI change.
7. ARC eo.lb....bed ProvIder wRIlnform dient to mltac:t the ARC 8der Helpline If they have
any qu e stIr." or CIllrla!I ns regarding their walt list status.
8. Refelellce DOEA NotIc:e dInstructlon: Ass esn Lf PrIorIlyConuner List#:062906-1-I-oYCS
as appIk:abIe.