2nd Amendment 10/21/2009
DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DA TE:
October 28, 2009
TO:
DOlli Albury
In-Home Services Program
Pamela G. Hanc(:~c.
FROM:
At the October 21, 2009, Board of County Commissioners' meeting the Board granted
approval and authorized execution of the following:
Amendment 002 to the Community Care for the Elderly (CCE) Contract KC-971 between
the Alliance for Aging, Inc. (Area Agency on Aging) and the Monroe County Board of
Commissioners (Social ServiceslIn-Home Services) for Fiscal Year 7/01/09- 6/30/10.
Amendment 002 to the Alzheimer's Disease Initiative (ADI) Contract KZ-997 between
the Alliance for Aging, Inc. (Area Agency on Aging) and the Monroe County Board of County
Commissioners (Social ServiceslIn-Home Services) for fiscal year 7/1/09 to 6/30/10.
Amendment 002 to the Home Care for the Elderly (HCE) Contract KH-972 between the
Alliance for Aging, Inc. (Area Agency on Aging) and the Monroe County Board of County
Commissioners (Social ServiceslIn-Home Services) for fiscal year 7/1/09 to 6/30/10.
Amendment 003 to the Community Care for the Elderly (CCE) Contract KC-971 between
the Alliance for Aging, Inc. (Area Agency on Aging) and the Monroe County Board of County
Commissioners (Social ServiceslIn-Home Services) for fiscal year 7/1/09 to 6/30/10.
Amendment 003 to the Home Care for the Elderly (HCE) Contract KH-972 between the
Alliance for Aging, Inc. (Area Agency on Aging) and the Monroe County Board of County
Commissioners (Social Services/In-Home Services) for fiscal year 7/1/09 to 6/30/10.
Enclosed are four duplicate originals of the above-mentioned, executed by 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" to our office as soon
as possible. Should you have any questions, please do not hesitate to contact our office.
CC: County Attorney
Finance w/o documents
Filel
Amendment 002
CONTRACT KZ 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.
The purpose of this amendment is to amend paragraph III.E of Attachment I, revise and
replace Attachment II, amend paragraph I.B, paragraph II.B attachment I and paragraph IV.A
attachment I.
a) Paragraph III E of attachment I, is hereby amended to read:
The provider 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
ATTACHMENT II to this contract. Reconciliation and recouping of advances made
under this contract are to be completed by the submission date of the Report # 10
and # 11 (February and March Expenditure Report).
b) Attachment II (Contract Report Calendar) is hereby replaced with the revised Attachment II
as follow:
Report Based On
Number
CONTRACT REPORT CALENDAR
1 July Advance * ... . . .. . .. . . . . . . . . . . . . . . . . . . . .. . . . . . . . .. . .. . .. . . . . . . . .. . . . . . . . .
2 August Advance * ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..
3 July Expenditure Report ....................................................
4 August Expenditure Report ................................................
5 September Expenditure Report ...........................................
6 October Expenditure Report ...............................................
7 November Expenditure Report ............................................
8 December Expenditure Report ............................................
9 January Expenditure Report I. . .. . . . . .. . .. . . . . . . . .. . .. . . . . . . . . . . .. . .. . . . . ...
10 February Expenditure Report IJuly Advance Reconciliation **.....
11 March Expenditure Report IAugust Advance Reconciliation ** ....
12 April Expenditure Report ....................................................
13 May Expenditure Report ....................................................
14 June Expenditure Report....................................................
16 Final Expenditure and Closeout Report .................................
Leaend:
*
Advance based on projected cash need.
**
Submit
to the Alliance
on This Date
July 1
July 1
August 10
September 1 0
October 1 0
November 10
December 10
January 10
February 10
March 1 0
April 1 0
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.
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 Department of Elder Affairs is dependent on the accuracy of the
expenditure report.
Note # 2:
Report # 10 and #11 of the recipient's fiscal reports covering actual expenditures
should reflect an adjustment repaying advances for the first two months of the
contract.
Amendment 002
CONTRACT KZ 997
Page 2
c) Paragraph I.B is hereby amended to read:
The services will be provided in a manner consistent with and described in the provider's
service provider application for state fiscal year 2009 and the 2009 Department of Elder
Affairs Home and Community Based Services Handbook. In the event the handbook is
revised, such revision will automatically be incorporated into the contract and the provider
will be given a copy of the revisions.
d) Paragraph II.B of attachment lis hereby amended to read:
The services will be provided in a manner consistent with and described in the provider's
service provider application for state fiscal year 2009 and the 2009 Department of Elder
Affairs Home and Community Based Services Handbook. In the event the handbook is
revised, such revision will automatically be incorporated into the contract and the provider
will be given a copy of the revisions.
e) Paragraph IV. A of attachment I is hereby amended to read:
The provider 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 2009 Department of Elder Affairs Client Home
and Community Based Services Handbook.
METHOD OF PAYMENT:
1. This amendment shall begin on July 1, 2009 or the date it has been signed by both parties,
whichever is earlier.
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 are hereby amended to conform with this amendment.
This amendment and all its attachments are hereby made a part of the contract. This
amendment and all its attachments are hereby made a part of the contract.
IN WITNESS WHEREOF, the parties hereto have caused this 1-page amendment to be executed
by their undersigned officials as duly authorized.
PROVIDER:
SIGNED BY:
SIGNED BY:
NAME:
NAME:
Mayor
President & CEO
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