Item C08
Louis LaTorre, Senior Director
Social Services/tabt
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
MEETING DATE: 12/17/2003
DIVISION: COMMUNITY SERVICES
BULK ITEM:
YES X
NO
DEPARTMENT: SOCIAL SERVICES
AGENDA ITEM WORDING: Approval ofOAA Contract #AA-429 (111/04-12/31/04) between the Alliance
for Aging, Inc. (Area Agency On Aging for Miami-Dade and Monroe Counties) and the Monroe County Board
of County CommissionerslMonroe County Social Services.
ITEM BACKGROUND: The approval of OAA Contract #AA-429 will enable Monroe County to continue
providing services to Monroe County's elderly population under the Older American's Act program.
PREVIOUS RELEVANT BOCC ACTION: Approval ofOAA Contract #AA-329, between the Alliance for
Aging and Monroe County Board of County CommissionerslMonroe County Social Services, effective January
1,2003, at the BOCC Meeting on November 21,2003.
CONTRACT/AGREEMENT CHANGES: The grant award gives the total fundmg of$502,493.00 for the
following services: (Title IIIB, cr, CII and IIIE).
STAFF RECOMMENDATION: Approval
TOTAL COST: $502,493.00 (Grant)
COST TO COUNTY: $87,588.00
BUDGETED:YES~ NO
SOURCE OF FUNDS: Older American
Act for Jan 2004-Dec 2004
REVENUE PRODUCING: YES
NO-1L AMT.PER MONTH
YEAR
APPROVED BY: COUNTY ATTY.l OMB/Purchasing l RISK MANAGEMENT -X
DOCUMENTATION:
INCLUDED_
TOFOLLOW_X_ NOT REQUIRED_
Ci
AGENDA ITEM#:
DIVISION DIRECTOR APPROVAL:
DISPOSITION:
Revised 02/27/0Ilda
AGENDA ITEM WITH LATE DOCUMENTATION
DIVISION:
Community Services
DEPARTMENT: Social Services/In-Home Services Program
SUBJECT: Approval of the Older Americans Act (OM) Contract
#M-449 for Fiscal Year 1/1/04 through 12/3/04.
DA TE ITEM WILL BE AVAILABLE: 12-8-03
AGENDA ITEM NUMBER
Louis LaTorre, Senior Director
Social Services/tabt
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
MEETING DATE: 12/17/2003
DIVISION: COMMUNITY SERVICES
BULK ITEM:
YES X
NO
DEPARTMENT: SOCIAL SERVICES
AGENDA ITEM WORDING: Approval ofOAA Contract #AA-429 (111/04-12/31/04) between the Alliance
for Aging, Inc. (Area Agency On Aging for Miami-Dade and Monroe Counties) and the Monroe County Board
of County CommissionerslMonroe County Social Services.
ITEM BACKGROUND: The approval of OAA Contract #AA-429 will enable Monroe County to continue
providing services to Monroe County's elderly population under the Older American's Act program.
PREVIOUS RELEVANT BOCC ACTION: Approval ofOAA Contract #AA-329, between the Alliance for
Aging and Monroe County Board of County CommissionerslMonroe County Social Services, effective January
1,2003, at the BOCC Meeting on November 21,2003.
CONTRACT/AGREEMENT CHANGES: The grant award gives the total fundmg of$502,493.00 for the
following services: (Title IlIB, cr, CIl and rIlE).
STA.~'14' RECOMMENDATION: Approval
TOTAL COST: $502,493.00 (Grant)
COST TO COUNTY: $87,588.00
BUDGETED:YES~ NO
SOURCE OF FUNDS: Older American
Act for Jan 2004-Dec 2004
REVENUE PRODUCING: YES
NO-1L AMT.PER MONTH
YEAR
APPROVED BY: COUNTY ATTY.l OMB/Purchasing l RISK MANAGEMENT -X
DIVISION DIRECTOR APPROVAL:
TO FOLLOW
DOCUMENTATION:
AGENDA ITEM#:
_ NOT REQUIRED_
CjJ
DISPOSITION:
Revised 02/27/0 \Ida
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Alliance For Aging, Inc. Contract # AA-429
Effective Date: 01/01/2004
Expiration Date: 12/31/2004
Contract PurposelDescription: Approval of OAA Contract #AA-429 will enable Monroe County to continue
providing services to Monroe County's elderly population under the Older American's Act program, under titles
lIill, CI, ClI and IIIE.
Contract Manager:
4589
(Ext. )
Social Services/Stop 1
(Department/Stop #)
For BOCC meeting on 12/17/03
Agenda Deadline:
6/30/03
CONTRACT COSTS
Total Dollar Value of Contract:
Budgeted? Yes X No
Grant: $ 502,493.00
County Match: $87,588.00
$590,081.00
Account Codes:
Current Year Portion: $
Estimated Ongoing Costs: $
(Not included in dollar value above)
/yr
ADDITIONAL COSTS
For:
(eg. Maintenance, utilities, janitorial, salaries, etc)
CONTRACT REVIEW
Date Out
Division Director
Date In
1'-/2- (cJ
12.["'03
p../1-/e)
Risk Management
o .M.B ./Purchasing
@
County Attorney
-ettt~li\..* ~ 4-<:.> ~~
OMB Form Revised 2/27/01 MCP #2
January 1, 2004
Agreement Number AA-429
OLDER AMERICANS ACT STANDARD FIXED RATE AGREEMENT - 2004
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. PA-329, and its successor, incorporated herein by reference.
The parties agree:
I. Recipient Agrees:
A. Services to be Provided:
To plan, develop, and accomplish the services delineated, or otherwise cause
the planning, development, and accomplishment of such services and activities,
under the conditions specified and in the manner prescribed in Attachment I of
this agreement.
B. Requirements of Section 287, Florida Statutes:
These requirements are herein incorporated by reference.
C. Final Request for Payment:
The recipient must submit the final request for payment to the Alliance no more
than 45 days after the agreement ends or is terminated; if the recipient 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 agreement may be withheld until all reports due from the
recipient, and necessary adjustments thereto, have been approved by the
Alliance,
II. The Alliance agrees:
A. Agreement Amount:
To pay for services according to the conditions of Attachment I in an amount not
to exceed $502,493.00, subject to the availability of funds.
B. Obligation to Pay:
The Alliance's performance and obligation to pay under this agreement is
contingent upon an annual appropriation by the Legislature and passed through
the State of Florida Department of Elder Affairs.
C. Source of Funds:
The costs of services paid under any other agreement or from any other source
are not eligible for reimbursement under this agreement. The funds awarded to
the recipient pursuant to this agreement are in state grants and aids
appropriations and consist of the following:
1
January 1, 2004
Agreement Number AA-429
Program Title Year Funding Source CFDA# Funds
Amounts
OM Title IIIB Support 2004 US Department of 93.044 $110,000.00
Services Health & Human
Services
OM Title II1C1 Congregate 2004 .. 93.045 $158,599.00
Meals
OM Title III C2 Home 2004 .. 93.045 $184,789.00
Delivered Meals
OM Title IIIE Services 2004 .. 93.052 $49,105.00
TOTAL FUNDS CONTAINED IN THIS AGREEMENT: $502,493.00
III. Recipient and Alliance Mutually Agree:
A. Effective Date:
1. This agreement shall begin on January 1, 2004 or on the date the agreement
has been signed by both parties, whichever is later.
2. This agreement shall end on December 31, 2004.
B. Termination, Suspension and/or Enforcement:
The causes and remedies for termination or suspension of this agreement shall
follow the same procedures as outlined in Section 111.8. and Section III.C. of the
Master Agreement.
C. Recipient Responsibility:
Notwithstanding the pass-through language contained in Section 1.S.1. of the
Master Agreement, the recipient maintains responsibility for the performance of
all sub-recipients and vendors in accordance with all applicable federal and state
laws. (Code of Federal Regulations (CFR) Title 45, Chapter, XIII, Part 1321.)
D. Notice, Contact, and Payee Information:
1. The name, address, and telephone number of the grant manager for the
Alliance for this agreement is:
Steven Weisberg, M. S.
9500 S. Dade/and Boulevard, Suite 400
Miami, FL 33156
305-670-6500
2. The name, address, and telephone number of the representative of the
recipient responsible for administration of the program under this
agreement is:
Louis LaTorre
GA TO Building - 1100 Simonton Street
Key West, FL 33040
(305) 292-4573
2
January 1, 2004
Agreement Number AA-429
3. In the event different representatives are designated by either party after
execution of this agreement. 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 agreement.
4. The name (recipient name as shown on page 1 of this agreement) and
mailing address of the official payee to whom the payment shall be made:
Monroe County Board of Commissioners
GA TO Building - 1100 Simonton Street
Key West, FL 33040
IN WITNESS THEREOF, the p;:!rties hereto have caused this 15-page agreement to be
executed by their undersigned officials as duly authorized.
RECIPIENT:
ALLIANCE FOR AGING, INC.
MONROE COUNTY BOARD OF
COMMISSIONERS
BOARD PRESIDENT OR
AUTHORIZED DESIGNEE
SIGNED BY:
SIGNED BY:
NAME:
NAME:
Steven Weisberg, M. S.
TITLE:
TITLE:
President/CEO
DATE:
DATE:
FEDERAL 10 NUMBER:
RECIPIENT FISCAL YEAR END DATE:
59-6000749
09/30
3
January 1, 2004
Agreement Number AA-429
ATTACHMENT I
OLDERAME~CANSACTPROGRAM
I. STATEMENT OF PURPOSE
The Older Americans Act (OAA) Program is a federal program that provides
assistance to older persons and caregivers.
To enhance the provision of services at the local level, the Department of Elder Affairs
is charged with dividing the state into distinct planning and service areas (PSAs) and
designating an Area Agency on Aging (AAA) for each of them. The Alliance is
responsible for assessing the needs of older persons within PSA-11.
The OAA Program is the only federal supportive services program directed solely
toward improving the lives of older people. The Alliance fosters the development and
implementation of comprehensive and coordinated systems to serve older individuals.
Under current law, all service providers funded under part B of the Act must follow
priorities established by the Alliance and approved by the Department of Elder Affairs
for serving the elderly, providing assurances that preference will be given to those with
the greatest economic and social need, with particular attention to low-income minority
older individuals residing in rural areas.
The Older Americans Act provides a framework for a partnership among the different
levels of government and the public and private sectors with a common objective -
improving the quality of life for all older Americans by helping them to remain
independent and productive.
II. SERVICES TO BE PROVIDED
A. Services:
The recipient's service application for the calendar year 2004, and any revisions
thereto approved by the Alliance and located in the grant manager's file, are
incorporated by reference in this agreement between the Alliance and the
recipient and prescribe the manner in which the recipient will meet the
requirements of the Older Americans Act as amended in 2000.
B. Manner and Service Provision:
The services will be provided in a manner consistent with and described in the
recipient's service provider application for the calendar year 2004, the
Department of Elder Affairs Home and Community-Based Services Handbook
dated 1/03, the Department of Elder Affairs National Family Caregiver Support
Program Guidelines, and the Department of Health and Human Services, Office
of Assistant Secretary, Administration on Aging, Program Instruction, AoA-PI-01-
02. In the event the manual or guidelines are revised, such revisions will
automatically be incorporated into the agreement and the recipient will be given a
copy of the revisions. The recipient agrees to perform the services of the
agreement in accordance with all federal, state, and local laws, rules, regulations
and policies that pertain to Older Americans Act funds.
4
'.
January 1, 2004
Agreement Number AA-429
III. METHOD OF PAYMENT
A. The method of payment in this agreement includes advances, cost
reimbursement and/or fixed price for same Title III E services and fixed rate far
all ather services. The recipient must ensure all casts and fixed rates include
only those casts which are in accordance with all applicable state and federal
statutes and regulations and are based an historical casts and audited historical
casts when applicable. All requests for payment and expenditure reports
submitted to support requests far payment shall be an DOEA farms 106A, 105A
and 106E.
This agreement is subject to those Federal cast principles applicable to the
particular organization concerned [Office of Management and Budget (OMB)
circulars A-87, A-122, A-21, 45 CFR part 74, and 48 CFR part 31].
B. The recipient shall maintain documentation to support payment requests which
shall be available to the Alliance, Department of Elder Affairs staff or the
Comptroller far the State of Florida upon request.
C. The due date far the request far payment and expenditure reports shall be an the
5th day of the month fallowing the month being reported.
D. The Alliance shall make payment to the recipient far a total dollar amount not to
exceed $502,493.00, subject to the availability of funds. Rates listed in
Paragraph E are the Alliance's share not to exceed 90% of the grass cost per
unit of service.
E. The Alliance shall make payment to the recipient far provision of services up to a
maximum number of units of service and at the rate(s) stated below:
Service to be Provided Unit of Unit Rate Maximum Maximum
Service Units Dollars
Homemaker 1 hour 30.035518 1,574 $47,276.00
Personal Care 1 hour 34.539647 1,816 62,724.00
Conqreqate Meals 1 meal 8.26484 19,929 155,974.00
Nutrition Education TC-f). Episode 375.00 7 2,625.00
Home Delivered Meals 1 meal 5.096198 36,113 184.039.00
Nutrition Education TC-2) Episode 375.00 2 750.00
In-Home Resoite (3E) 1 hour 27.170558 985 26,763.00
Facility Resoite (3E) 1 hour 9.551517 2,339 22.342.00
F. If applicable, recipient may implement a Modified Spending Authority far these
services, WITHIN THEIR RESPECTIVE TITLES.
Under this Modified Spending Authority, the total units of service and maximum
dollar amount projected by the recipient and approved under Section III.E may
fluctuate based an consumers' service plans. Additional budget
revisions/amendments will not be required in order to move funding among
services within any given funding title, with the exception of
Screening/Assessment, Case Aide, and Case Management. The total
5
'.
January 1, 2004
Agreement Number AA-429
agreement amount per funding title cannot be exceeded without prior approval
and an agreement amendment.
G. The recipient may request a monthly advance for each of the first two months of
the agreement period, based on immediate anticipated cash needs. Detailed
documentation justifying cash needs for advances must be submitted with the
signed agreement, approved by the Alliance, and maintained in the grant
manager's file. For-profit organizations cannot receive advance funds. 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 agreement. The schedule for submission of invoices is ATTACHMENT II
to this agreement. Reconciliation and recouping of advances made under this
agreement are to be completed by the time the final payment is made. All
payments are subject to the availability of funds.
H. A final receipt and expenditure report (closeout report) will be forwarded to the
Alliance within sixty (60) days after the agreement ends or is terminated. All
monies which have been paid to the recipient and not used to retire outstanding
obligations of the agreement being closed out must be refunded to the Alliance
along with the final receipt and expenditure report.
I. Interested Earned on General Revenue and Federal Fu"nds: All interest income
earned on the advance of oeneral revenue and federal funds must be separately
identified and returned to the Alliance, together with the payment and
expenditure reports. Advances on Federal funds must be maintained in interest-
bearing accounts in accordance with 45 CFR 74.22 (k). Interest amounts earned
on Federal funds up to $250.00 per year, may be retained by the recipient for
administrative expenses.
J. Any payment due by the Alliance under the terms of this agreement may be
withheld pending the receipt and approval by the Alliance of all financial
programmatic reports due from the recipient and any adjustments thereto,
including any disallowance not resolved as outlined in Section I.T. of the Master
Agreement.
K. The recipient agrees to implement the distribution of funds as detailed in the
service application and the Budget Summary, ATTACHMENT 11/ to this
agreement. Any changes in the amounts of federal funds identified on the
Budget Summary form require an agreement amendment.
L. Financial Reports: The recipient agrees to provide an accurate, complete and
current disclosure of the financial results of this agreement as follows:
1. To submit all requests for payment and expenditure reports according to the
format, schedule and requirements specified in ATTACHMENT I.
2. The completed manual units of service portions of the Older Americans Act
Annual Report, if applicable, are due to the grant manager on the date
established by the Alliance. The Department of Elder Affairs will obtain the
remaining Report sections from the Consumer Information, Registration and
Tracking System (CIRTS).
6
'.
January 1, 2004
Agreement Number AA-429
IV. SPECIAL PROVISIONS
A. Match
The recipient will assure a match requirement of at least 10 percent of the cost
for all services funded through this agreement. The recipient's match will be
made in the form of cash and/or in-kind resources. At the end of the agreement
period, all Older Americans Act funds expended must be properly matched.
B. Consumer Contributions and Co-payments for Services
1) The recipient assures compliance with Section 315 of the Older Americans
Act as amended in 2000, in regard to consumer contributions. Sub-recipients
may charge co-payments to those persons able to pay part or all of the cost
of services only for services not paid for with Older Americans Act funds.
2) Voluntary contributions are not to be used for cost sharing or matching. (See
Title 45, chapter XIII, Part 1321.67, CFR.)
3) Accumulated voluntary contributions are to be used prior to requesting
Federal reimbursement. (See Title 45, Chapter XIII~ Part 1321.67, CFR.)
4) Voluntary contributions and related interest earned are program income and
must be used to expand services.
C. Title III Funds
The recipient assures compliance with Section 306 of the Older Americans Act
as amended in 2000, that funds received under Title III will not be used to pay
any part of a cost (including an administrative cost) incurred by the recipient to
carry out an agreement or commercial relationship that is not carried out to
implement Title III.
D. Carry Forward Funds
Carry forward funds must be identified on the computation of carry forward report
submitted with the closeout report and requests for award of carry forward funds
must be justified by the recipient and approved by the Alliance. All OAA carry
forward funds must be budgeted in the same title as originally awarded.
E. Prioritization for Service Delivery
The recipient shall develop and implement policies and procedures consistent
with Older Americans Act targeting criteria.
F. Information and Referral
The recipient agrees to adhere to the Standards for Professional Information &
Referral, ATTACHMENT IV to this agreement. The basis of these standards are
those found in the standards published by the Alliance for Information & Referral
7
January 1, 2004
Agreement Number AA-429
Systems (AIRS), copyright 2000. and amended by the Department of Elder
Affairs to meet the unique needs of the Elder Helpline system.
G. Service Cost Reports
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.
H. Caregiver Forums
The recipient will collaborate with the Alliance in supporting a Statewide
Caregiver Forum coordinated by the Department of Elder Affairs. The Alliance
will sponsor the attendance of a minimum of ten caregivers and contribute
$1,000.00 toward the expense of speakers and miscellaneous training expenses
using agreement funds. Sponsorship of caregivers includes providing funds for
all expenses related to caregivers attending this event; to include registration,
travel, and local respite services. Recipients are also encouraged to help the
Alliance plan and conduct local caregiver forums utilizing Title III-E funds.
Caregiver Forums are defined in the Department of Elder Affairs Title III-E
National Family Caregiver Support Guidelines.
8
January 1, 2004
Report
Number
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Agreement Number AA-429
ATTACHMENT II
AGREEMENT REPORT CALENDAR
ADVANCE BASIS AGREEMENT
TITLE III
Month
Submit To
Alliance On
This Date
Based On
January
February
March
April
May
June
July
August
September
October
November
December
Advance ..
Advance ..
January Expenditure Report
February Expenditure Report
March Expenditure Report
April Expenditure Report
May Expenditure Report
June Expenditure Report
July Expenditure Report
August Expenditure Report
September Expenditure Report
October Expenditure Report
November Expenditure Report
December Expenditure Report
Final Payment Request
Closeout Package
January 1
January 1
February 5
March 5
April 5
May 5
June 5
July 5
August 5
September 5
October 5
November 5
December 5
January 5
February 14
February 29
Leqend:" Advance based on projected cash need.
Note #1 :
Note #2:
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.
Reports #1 and #2 for Advance Basis Agreements cannot be submitted to
the Alliance until the agreement with the Alliance has been executed.
The last two months of the recipient's fiscal reports covering actual
expenditures shall reflect an adjustment repaying advances for the first
two months of the agreement, if advances have not been recouped.
9
January 1, 2004
Agreement Number AA-429
A IT ACHMENT III
BUDGET SUMMARY
2004 OOA BUDGET SUMMARY
Recipient: Monroe County Board of Commissioners
Agreement No.: M-429
DISTRIBUTION OF AWARD BY TITLE
FEDERAL SHARE
OM Title III-B
$110,000.00
$158,599.00
$184,789.00
OM Title III-C-1
OM Title III-C-2
OM Title III-E
$4g~105.00
$502,493.00
TOTAL FEDERAL AMOUNT:
10
January 1, 2004
Agreement Number AA-429
ATTACHMENT IV
OLDER AMERICANS ACT PROGRAM
SUMMARY OF STANDARDS FOR PROFESSIONAL
INFORMATION & REFERRAL
I. SERVICE DELIVERY
Standard 1: Information Provision
The Information and Referral (I & R) service shall provide accurate information to an
inquirer in response to a direct request for such information. Information can range
from a limited response (such as organization's name, telephone number, and
address) to detailed data about community service systems (such as explaining how a
group intake system works for a particular agency), agency policies, and procedures
for application. Every call, including information only calls, shall be documented.
Documentation shall include the type of information requested and the action taken.
The I & R Specialist shall encourage inquirers to call back if the information proves
incorrect, inappropriate, or insufficient to link them with needed service(s).
Standard 2: Referral Provision
The I & R service shall provide information and referral services in which the inquirer
has one-to-one contact with an I & R specialist. The referral process consists of
assessing the needs of the inquirer, identifying appropriate resources, assessing
appropriate response modes, indicating organization capable of meeting those needs,
providing enough information about each organization to help inquirers make an
informed choice, helping inquirers for whom services are unavailable by locating
alternative resources, and actively participating in linking the inquirer to needed
services. Follow-up is required for each referral. The referral cannot be counted until
follow-up is complete.
The I & R Service shall provide the ability to access to its services for individuals and
groups who have special needs (Le. TDDITTY access for people with hearing
impairments, and language access for inquirers who speak languages other than
English.)
The I & R service shall utilize technology that improves access to service and
enhances its ability to serve inquirers efficiently and effectively while preserving the
level and quality of its core services. Technology includes telephone systems, 1& R
software packages. and searchable I & R databases on the Internet.
Standard 3: Advocacv/lntervention
The I & R service shall offer advocacy to ensure that people receive the benefits and
services to which they are entitled and that organizations within the established service
delivery system meet the collective needs of the community. For purposes of these
standards, advocacy does net include any actions specifically prohibited by Federal
11
January 1, 2004
Agreement Number AA-429
cost principles. All advocacy efforts shall be consistent with policies established by the
government body of the I & R service and shall proceed only with the permission of the
inquirer.
The I & R service shall intervene on behalf of individuals to help them establish
eligibility for or obtain needed services when they have been denied benefits or
services to which they are entitled, or when they need assistance to communicate their
needs to a service provider.
Standard 4: Follow-Up
Follow-up on referrals must be completed within 10 calendar days, either by telephone
or visit to the inquirer and/or the organization, to determine that services are being
provided and that the elder or caregiver is satisfied with the services as provided,
unless a crisis situation suggests more immediate follow-up.
If the inquirer has not received services or the need has not been met, the I & R
service shall determine whether there is still a need and make additional appropriate
referrals. The I & R service shall also document the follow-up results (that service was
not received) for future reference.
II. RESOURCE DATABASE
Standard 5: Inclusion/Exclusion Criteria
The I & R service shall have a written policy that describes inclusion/exclusion criteria
for the resource database. The inclusion/exclusion criteria shall be reviewed on a
regular basis to ensure that they continue to meet the changing needs of the
community. These criteria shall be uniformly applied and published so that staff and
the public will be aware of the scope and limitations of the database.
If the I & R service charges a fee for the inclusion of organizations in its database, that
practice shall be published as a part of its inclusion/exclusion criteria.
Standard 6: Data Elements
A standardized profile shall be developed for each county's organization within the
planning and service area. The database shall include:
.
Provider's legal name, common name and acronym
Address (mailing and physical location)
Telephone number(s)
Hours and days of operation
Legal Status (non-profit, government, for-profit, unincorporated group)
Description of services
Method (Source) of Payment (Medicaid, Medicare, private insurance)
Date the information was last verified
.
.
.
.
.
.
.
12
January 1, 2004
Agreement Number AA-429
Standard 7: IndexinQ the Resource Database/Search Methods
Information in the resource database shall be indexed and accessible in ways that
support the I & R process.
Standard 8: Classification System (Taxonomy)
The I & R service shall use the AIRS/lNFO LINE Taxonomy of Human Service
classification system.
Standard 9: Database Maintenance
The resource database shall be updated through continuous revision or at intervals
sufficiently frequent to ensure accuracy of information and comprehensiveness of its
contents. The resource database shall be updated at least annually and records in
the database shall include the date of the last update.
III. REPORTS AND MEASURE
Standard 10: Inquirer Data Collection
The I & R service shall establish and use a system for collecth~g and organizing
inquirer data which facilitates appropriate referrals and provides a basis for describing
requests for service, identifying service gaps and overlaps, assisting with needs
assessments, supporting the development of products, identifying issues for staff
training and facilitating the development of the resource information system. Inquirer
data includes information gathered during follow-up as well as that acquired during the
original contract.
The I & R service shall have in place appropriate security precautions which protect
and keep confidential data collection forms and inquirer information.
Standard 11: Data Analysis and Reportinq
The I & R service shall develop reports using inquirer data and/or data from the
resource database to support community planning activities (or planning at other
levels), internal analysis and advocacy.
Beginning January 2004, the I & R service shall submit quarterly reports to the
Department of Elder Affairs. Reports shall provide total number of incoming calls, type
of service requested, referrals (clients served), unmet needs, and gaps in services.
IV. COOPERATIVE RELATIONSHIPS
Standard 12: Cooperative Relationships within the Local I & R System
In communities which have a multiplicity of comprehensive and specialized I & R
providers, the I & R service shall develop cooperative working relationships to build a
coordinated I & R system which ensures broad access to information and referral
services, maximizes the utilization of existing I & R resources, avoids duplication of
effort and encourages seamless access to community resource information. I & R
13
January 1, 2004
Agreement Number AA-429
services within the system may choose to be "full service" programs performing all
necessary I & R functions within their designated service area; or may prefer to partner
with one or more I & R services to share those functions (e.g., one I & R service might
build and maintain the resource database and another might assume responsibility for
service delivery.)
Standard 13: Cooperative Relationships within the Local Service Delivery
System
The I & R service shall strive to develop cooperative working relationships with local
service providers to build an integrated service delivery system which ensures broad
access to community services, maximizes the utilization of existing resources, avoids
duplication of effort and gaps in services, and facilitates the ability of people who need
services to easily find the most appropriate provider.
Standard 14: Cooperative Relationships AmonQ Local. State or Provincial,
ReQional. National. and International I & R Providers
Comprehensive and specialized I & R services at all geographic levels (local,
state/provincial, regional, national and international) shall strive to develop formal and
informal working relationships with the objective of broadening the availability of
information and referral to all inquiries, facilitating access to appropriate resources
regardless of their origin and/or location, avoiding duplication of effort and funding,
expanding the effectiveness of social analysis with more global information about
needs and services, and augmenting the impact of advocacy efforts through
coordination, where possible.
Standard 15: Participation in State or Provincial. ReQional, National. and
International I & R Associations
The I & R service shall strive to strengthen state, regional, and national I & R
associations by participating in activities. .
V. ORGANIZATIONAL REQUIREMENTS
Standard 16: Governance
The auspices under which the I & R service operates shall ensure the achievement of I
& R goals and meet the standards set forth by the Department of Elder Affairs.
Standard 17: Personnel Administration
The I & R service shall provide a framework and mechanisms for program, personnel
management and administration that guarantee the continuity and consistency
required for effective service delivery.
Standard 18: Staff TraininQ
The I & R service shall have a training policy and make training available to paid and
volunteer staff.
14
1 2/01
Contract Number AA-329
OLDER AMERICANS ACT STANDARD FIXED RATE CONTRACT - 2003
THIS CONTRACT is entered into bs:ween the Alliance for Aging, Inc., hereinafter referred to as the "Alliance",
and the Monroe County Board of Commissioners, hereinafter referred to as the "recipient". This contract is
subject to all provisions contained in the MASi::R .AGREt=rv1:::NT executed betvveen the ,A,lliance and the Recipient
,A.greement No. PA-229, and its successor. incorporated herein by refeience
The parties agree:
I. Recipient Agrees:
A. Services to be Provided:
To plan, develop, and accomoiish the services delineated, or othervv'ise cause the planning, development,
and accomplishment of such services and activities, under the conditions specified and in the manner
prescribed in Attachment I of this agreement.
B. Final Request for Payment
The recipient must submit the final request for payment to the Alliance no more than 45 days after the
contract ends or is terminated; if the recipient 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 re~orts due from the recipient, and necessary
adjustments thereto. have been approved by the Alliance.
II. The Alliance Agrees:
Contract Amount
To pay for contracted services according to the conditions of Attachment I in an amount not to exceed
$503,061.00, subject to the avaiiabiiity of funds. The Alliance's performance and obligation to pay under this
contract is contingent upon an annL1al appropriation by the Legislature and passed through the State of Florida
Department of Elder Affairs. 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 state grants and aids appropriations and consist of the following:
Program Title I Year IFunding Source I CFDA# Fund Amounts
Title 'liB Support 12003 !u.s. Dept. Of Health and /93044 I S110,00000
Services I IHCJman Services
Title III C1 12003 I" /93.045 , S158,952.00 I
Congregate Meals
Title III C2 Home 12003 I" 53.045 1$184,800.00
Delivered Meals
-
Title III E Services 12003 I" 93.052 $49,309.00
TOT AL FUNDS CONTAINED IN THIS $503,061.00
CONTRACT:
1
12/01
Contract Number AA-329
'". Recipient and Alliance Mutually Agree:
A. Effective Date:
1. This contract shall begin on January 1, 2003 or on the date the contract has been signed by both
parties, whichever is later.
2. This contract shall end on December 31,2003.
B. Termination, Suspension and/or Enforcement
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. Recipient Responsibility: _
Notwithstanding the pass-through language contained in Section I.S.1. of the Master Agreement, the
recipient maintains responsibility for the performance of all subrecipients and vendors in accordance with
all applicable federal and state laws.
D. Notice, Contact, and Payee Information:
1. The name, address, and telephone number of the contract manager for the Alliance for this contract
is:
Steven Weisberg, M.S.
9500 S. Dadeland Boulevard, Suite 400
Miami, Florida 33156
305-670-6500
2. The name, address, and telephone number of the representative of the recipient responsible for
administration of the program under this contract is:
Louis LaTorre
Gato Building - 1100 Simonton Street
Key West, Florida 33040
(305) 292-4573
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 (recipient name as shown on page 1 of this contract) and mailing address of the official
payee to whom the payment shall be made:
Monroe County Board of Commissioners
Gato Building - 1100 Simonton Street
Key West, Florida 33040
,
2
1 2/01
Contract Number AA-329
IN WITNESS THEREOF, the parties hereto have caused this 12 page contract to be executed by their
undersigned officials as duly authorized.
RECIPIENT: MONROE COUNTY
BOARD OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
BOARD PRESIDENT OR
AUTHORIZED DESIGNEE
SIGNED
BY:
SIGNED
BY:
NAME:
NAME: STEVEN WEISBERG, M.S.
TITLE:
TITLE: PRESIDENT/CEO
DATE:
DATE:
FEDERAL 10 NUMBER:
RECIPIENT FISCAL YEAR END DATE:
59-6000749
09/30
3
12/01
Contract Number M-329
ATTACHMENT I
OLDER AMERICANS ACT
I. STATEMENT OF PURPOSE
The Older Americans Act (OM) Program is a federal program \vhlch provides assistance to older persons
and caregivers.
II. SERVICES TO BE PROVIDED
A. Services:
The recipient's service application for the calendar year 2003. and any revisioTls 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 manner in which the recipient \vill meet the
requirements of the Older Americans Act as amended in 2000.
B. Manner of Service Provision:
The services will be provided in a manner consistent with and desc;-ibed in the recipient's service
provider application for the calendar year 2003, the draft Department of Elder Affairs Client Services
Manual dated 12/98, the Department of Elder Affairs National Family Caregiver Support Program
Guidelines, and the Department of Health and Human Services, Office of ,A,ssistant Secretary,
Administration on Aging, Program Instruction, Ao,A,-PI-Ol-02. In the event the manual or guidelines
are revised, such revision will automatically be incorporated into the contract and the recipient will be
given a copy or the revisions. The recipient agrees to perform the services of this contract in
accordance with all federal, state, and local laws, rules, regulations and policies that pertain to Older
Americans Act funds,
Ill. METHOD OF PAYMENT
A. The method of payment in this contract includes advances and fixed rate for all other services. The
recipient must ensure all costs and fixed rates include only those costs which are in accordance with
all applicable state and federal statutes and regulations and are based on historical costs and audited
historical costs when applicable. Payment shall be on an advance basis in accordance with the draft
Department of Elder Affairs Client Services Manual dated 12/93 and A TT ACHMENT II. All requests
for payment and expenditure reports submitted to support requests for payment shall be on DOEA
forms 106A and 105A.
B. The recipient shall maintain documentation to support payment requests which shall be available to
the Alliance, Department of Elder Affairs staff or the Comptroller for the State of Florida upon request.
C. The due date for the request for payment and expenditure repoils shall be on the 5th day of the
month following the month being reported.
D. The Alliance shall make payment to th'e recipient for a total dollar amount not to exceed
$503,061.00, subject to the availability of funds. Rates listed in Paragraph E are the Alliance's share
not to exceed 90% of the gross cost per unit of service.
4
12/01
Contract Number AA-329
E. The Alliance shall make cayment to the recioient for provision cf se:-vices up to a maximum number cf
units of serJice and at the ~ale(s) stated below:
SerJice to be Unit cf Unit Maximum Maximum
Provided SerJice O....t~ Units Dollars
I \ c::: ~ '-"
Homemaker 1 hour 27. 700~L3 I .115 S30.885
Personal Care 1 hour 54.372307 1.300 S70.684
Recreation 1 client hour 843 1.000 S8,430
Congregate Meals 1 meal 8.869302 17.705 S157,031
Nutrition Education (C-1) =pisode 27442857 7 S1,921
Home Delivered Meals 1 meal 6.674902 27.481 5183,433
Nutrition Education (C-2) =pisode 683.50 2 S1,367
In-Home Respite (3E) 1 hour 22.6559 991 522.452
Facility Respite (3EO 1 hour 9.253333 1.200 $ 11 , 1 04
Consumable Med. Supplies :=pisode TBA TBA $15.753
F. If applicable, recipient will implement a Modified Spending Authority for these serJices, WITHIN THE
RESPECTIVE TITLES, with the exception of Screening and Assessment. Provider projects a number
of units of serJice and amour.: of funds per serJice and determines a rate of service.
These figures are only a projection, with the exception of Screening and .";ssessment. recipient is to
provide serJice based on consumer's 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 Screening and ,A,ssessment. Total Contract Amount
cannot be exceeded.
G. The recipient may request a monthly advance for each of the first two months of the contract period,
based on immediate 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. For profit organizations cannot receive advance funds. 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 invoices 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. ,A.II payments are subject to the availability
of funds.
H. A final receipt and expenditure report (closeout report) will be forvvarded to the Alliance within sixty (60)
days after the contract ends or is terminated. All monies whic:l have been paid to the recipient and not
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
I. Any payment due by the Allian,?e 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 recipient and any
adjustments thereto, including any disallowance not resolved as outlined in Section l.T. of the Master
Agreement.
5
12/01
Contract Number M-329
J. The recipient agrees to implement the distribution of funds as detailed in the service application and
the Budget Summary, ATTACHMENT "' to this contract. Any :hanges in the amounts of federal funds
identified on the Budget Sumr7'lary form require a contract amencment
K. Financial Reports: The recipient agrees to provide an accurate. :omplete and current disclosure of the
financial results of this contract as foilows:
1. To submit all requests for payment and expenditure re:;c::rts according to the format, schedule
and requirements spe:ified in A TT ACHMENT I .
2. The completed manual units of service portions of the Older Americans Act Annual Report, if
applicable, are due to the contract manager on the date established by the Alliance. The
Department of Eider ,A.ffairs will obtain the remaining ReDoil sections from the Consumer
Information, Registration and Tracking System (CIRTS)
IV. SPECIAL PROVISIONS
A. Match
The recipient will assure a match requirement of at least 10 percent of the cost for all services funded
through this contract. The recipient's match will be made in the f:mn of cash and/or inkind resources.
At the end of the contract period, all Older Americans Act funds expended must be properly matched.
8. Consumer Contributions and Co-payments for Services
(1) The recipient assures compliance with Section 315 of the Older Americans Act as amended in
2000, in recard to consumer contributions. For services Ilot paid for with Older Americans Act
funds, subrecipients may charge co-payments to those persons able to pay part or all of the
cost of services.
(2) Voluntary contributions are not to be used for cost sharing or matching.
(3) Accumulated voluntary contributions are to be used prier to requesting Federal reimbursement.
(4) Voluntary contributions and related interest earned are Dro~ram income and must be used to
expand services.
C. Title III Funds
The recipient assures compliance \Nith Section 306 of the Older A,":lericans PO,ct as amended in 2000,
that funds received under Title III will not be used to pay any pa~ of a cost (including an administrative
cost) incurred by the recipient to carry out a contract or commercial relationsnip that is net carried out
to implement Title Ill.
D. Carry Forward Funds
Carry fONv'ard funds must be identiried on the computation of carry forward report submitted with the
closeout report and requests for award of carry forward funds mL:st be justified by the recipient and
approved by the department. All OM carry forward funds must be budgeted in the same title as
originally awarded.
6
1 2/01
Contract Number AA-329
E. Prioritization for Service Delivery
The recipient shall develop and implement policies and procedures consistent with Older ,A,mericans
Act targeting criteria.
F. Information and Referral
The recipient agrees to adhere to the Standards for Professional Information & Referral,
A TT ACHMENT IV to this contiact. The basis of these standards are those found in the standards
published by the Alliance for Information & Referral Systems (AIRS), copyright 2000, and amended by
the Department of Elder Affairs to meet the unique needs of the Elder Helpline system.
G. Service Cost Reports:
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.
H. Caregiver Forums
The recipient will collaborate with the Alliance in supporting a Statewide Caregiver Forum coordinated
by the Department of Elder Affairs. The Alliance will sponsor the attendance of a minimum of ten
caregivers and contribute $1,000.00 toward the expense of speakers and miscellaneous training
expenses using contract funds. Sponsorship of caregivers includes providing funds for all expenses
related to caregivers attending this event; to include registration, travel, and local respite services.
Recipients are also encouraged to help the ,A,lliance plan and conduct local caregiver f.orums utilizing
Title III-E funds. Caregiver FOiums are defined in the Department of Elder Affairs Title III-E National
Family Caregiver Support Guidelines.
7
Report
Number
1
2
3
A
..
5
6
7
8
9
10
11
12
13
14
15
16
Legend:
Note #. 1 :
Note #. 2:
12/01
Contract Number AA-329
ATTACHMENT II
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
TITLE III
Month
Submit to
Alliance on
This Date
Based On
January
February
March
April
May
June
July
August
September
October
November
December
Advance"
Advance"'
January Expenditure Report
February Expenditure Report
March Expenditure Report
April Expenditure Report
May Expenditure Report
June Expenditure Report
July Expenditure Report
August Expenditure Report
September Expenditure Report
October Expenditure Report
November Expenditure Report
December Expenditure Report
Final Payment Request
Closeout Package
January 1
January 1
February 5
March 5
April 5
May 5
June 5
July 5
August 5
September 5
October 5
November 5
December 5
January 5
February 14
February 29
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.
Reports #1 and #.2 for Advance Basis Contracts cannot be submitted to the Alliance until
the contract with the Alliance has been executed.
The last two months of the recipient's fiscal reports covering actual expenditures shall
reflect an adjustment repaying advances for the first two months of the contract, if
advances have not been recouped.
8
12/01
Contract Number AA-329
A TT ACHMENT III
BUDGET SUMMARY
2003 OAA BUDGET SUMMARY
Recipient Monroe County Board of Commissioners
Contract No. P-A-329
Distribution of Award by Title
Federal Share
Title 111-8
$110,000
Title III C-1
$158,952
Title III C-2
$184,300
Title III-E
$49,309
Title III-F
so
TOTAL FEDERAL AMOUNT
$503,061
9
12/01
Contract Number AA-329
ATTACHMENT IV
OLDER AMERICANS ACT PROGRAM
SUMMARY OF STANDARDS FOR PROFESSIONAL
INFORMATION & REr=ERRAL
I. SERVICE DELIVERY
Standard 1: Information Provision
The Information and Referral (I & R) service shall provide information to the inquirer in response to a direct
request for such information. Information can range from a limited response (such as organization=s
name, telephone number, and address) to detailed data about community service s;.:stems (such as
explaining how a group intake system works for a particular agency), agency policies, and procedures for
application. Every call, including information only calls, shall be documented. Documentation shall include
the type of information requested and the action taken.
Standard 2: Referral Provision
The I & R service shall provide infori'71ation and referral services in which the inquirer has one-to-one
contact with an I & R specialist. The referral process consists of assessing the needs of the inquirer,
identifying appropriate resources, assessing appropriate response modes, indicating organizations
capable of meeting those needs, providing enough information about each organization to help inquirers
make an informed choice, helping inquirers for whom services are unavailable by locating alternative
resources, and, actively participating in linking the inquirer to needed services. Follow-up is required for
each referral. The referral cannot be counted until follow-up is com.olete.
Standard 3: Advocacv/lntervention
The I & R service shall offer advocacy to ensure that people receive the benefits and services to which
they are entitled and that organizations within the established service delivery system meet the collective
needs of the community. For purposes of these standards, "Advocacy" does not include legislative
advocacy (lobbying). All advocacy efforts shall be consistent with pOlicies established by the governing
body of the! & R service and shall proceed only with the permission of the inquirer.
Standard 4: Follow- Up
FollolI/-up on referrals must be completed within 10 calendar days either by telephone or visit, to determine
that services are being provided and that the person or caregiver is satisfied with the services as provided
unless a crisis situation suggest more immediate follow-up
II. RESOURCE DATABASE
Standard 5: Inclusion/ Exclusion Criteria
The I & R service shall develop criteria for the inclusion or exclusion of agencies and programs in the
resource database. These criteria shall be uniformly applied and published so that staff and the public will
be aware of the scope and limitations of the database.
Standards 6: Data Elements
10
",,'.--.
12/01
Contract Number AA-329
A standardized profile shall be developed for each county's organization within the planning and service
area. The database shall include a providers legal name, common name and acronym, address (mailing
and physical location) telephone number(s) and a description of services.
Standard 7: Indexinq the Resource Database! Search Methods
Information in the resource database shall be indexed and accessible in ways that support the I & R
process.
Standard 8: Database Maintenance
The resource database shall be updated through continuous revision or at intervals .sufficiently frequent to
ensure accuracy of information and comprehensiveness of its contents.
III. REPORTS AND MEASURE
Standard 9: Inquirer Data Collection
The I & R service shall establish and use a system for collecting and organizing inquirer data which
facilitates appropriate referrals and provides a basis for describing requests for service, identifying service
gaps and overlaps, assisting with needs assessments, supporting the development of products, identifying
issues for staff training and facilitating the development of the resource information system. Inquirer data
includes information gathered during follow-up as well as that acquired during the original contact.
Standard 10: Data Analysis and Reporting
The I & R service shall develop reports using inquirer data and/or data from the resource database to
support community planning activities (or planning at other levels), internal analysis and advocacy. If
requested, data will made available to the Department of Elder Affairs.
IV. COOPERATIVE RELATIONSHIPS
Standard 11: Cooperative Relationships within the Local J & R System
In communities which have a multiplicity of comprehensive and specialized I & R providers, the I & R
service shall develop cooperative working relationships to build a coordinated I & R system which ensures
broad access to information and referral services, maximizes the utilization of existing I & R resources,
avoids duplication of effort and encourages seamless access to community resource information. I & R
services within the system may choose to be Afull service@ programs performing all necessary I & R
functions within their designated service area; or may prefer to partner with one or more I & R services to
share those functions. (e.g., one I & R service might build and maintain the resource database and
another might assume responsibility for service delivery.)
fuandard 12: Cooperative relationships within the Local Service Delivery Svstem
The I & R service shall strive to develop cooperative working relationships with local service providers to
build an integrated service delivery system which ensures broad access to community services, maximizes
11
-...-
I : ~
1\',0. MATCH COMMITMENT OF CASH DONATION
-
Agency Name: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
Donor Identification:
Name:MONROE COlJNTY SOCIAL SER.VICES
Street: GA TO Building
1100 Simonton Street
City: Key West
State: Florida
Zip:3:;0~0
Phone: 305-29:Z-~52:3
Authorized Representati ve:
Total Amount S 55.89600
" Paymems 12
Amount/Payment S 4.658.00
Contribution Period ] anuary I, 2003 to December 31, 2003
Special Conditions:
Donor Certification:
I hereby certify intem to make the cash donation set forth above for use in the speciried program during the program's
upcoming funding period. This cash is not included as match for any other State or Federally assisted program or contract and
is not borne by the federal government direcrly under any federal grant or contract.
Signature of Donor or Representative:
Date:
SPA
2002 Update
,~...... - .
Page 1
Amendment 001
CONTRACT AA-329
THIS AMENDMENT, entered into between the Alliance for Aging, Inc. hereinafter
referred to as the "Alliance", and the Monroe County Board of Commissioners, amends
contract AA-329.
The purpose of this amendment is to increase the total amount under contract by
$60,000,00. All funds awarded are non-recurring.
1. Section II, Contract Amount, is hereby amended to read:
To pay for contracted services according to the conditions of Attachment I in an amount
not to exceed $563,061.00 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:
Program Title Year Funding Source CFOA# Fund Amounts
Title III-B 2003 U.S. Department of Health 93.044 $170,000.00
Support Services and Human Services
Title III C-1
Congregate Meals 2003 " 93.045 $158,952.00
Title III C-2 Home 2003 " 93.052
Delivered Meals $184,800.00
Title III E Services 2003 " 93.052 $49,309.00
TOTAL FUNDS CONTAINED IN THIS CONTRACT: $563,061.00
2. Attachment I, Section III, Paragraph 0, Method of Payment, is hereby amended to
read:
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 Provided Unit of Unit Rate Maximum Maximum
Service Units Dollars
Homemaker 1 hour 27.700448 1,773.75 $49,131
Personal Care 1 hour 54.372307 2,068 $112,439
Recreation 1 hour 8.43 1,000 $8,430
Conaregate Meals 1 meal 8.869302 17,705 $157,031
Nutrition Education (C-1) Episode 274.42857 7 $1 ,921
Home Delivered Meals 1 meal 6.674902 27,481 $183,433
Nutrition Education (C-2 Episode 683.50 2 $1,367
In-Home Respite (3E) 1 hour 22.6559 991 $22,452
Facility Respite (3E) 1 hour 9.253333 1,200 $11,104
Con. Medical Supplies Episode TBA TBA $15,753
Amendment 001
CONTRACT AA-329
(-.
Page 2
3. Attachment III, Budget Summary, is hereby amended and attached hereto.
4. This amendment shall begin on the date it has been 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 are hereby amended to conform with this amendment.
This amendment and all its attachments are hereby made a part of the contract.
IN WITNESS WHEREOF, the parties hereto have caused this 3-page amendment to be executed
by their undersigned officials as duly authorized.
PROVIDER:
MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
SIGNED BY:
.tA,:
>no l ~ku)
,
- I
SIGNED ~-c::::- ~
Steven Weisberg, M. S.
NAME:
NAME:
Dixie M. Spehar
President & CEO
TITLE:
Mayor
TITLE:
t (2-; Iv ")
DATE:
July 15, 2003
DATE:
FEDERAL 10 N~BER:/.
PROVIDER:rfise;r((VEAR ENDED DATE:
,~~;./~?;(~~ - F .., -
11-, c.- ,. '\~
~~l~~;~:\~' '0'<" --
--""'~~;~PROVED AS TO FORM
"AND I'" L SUF EN .
59-6000749
06/30
U ANN}. A. ~TTO. N
'/30/0 3._
Amendment 001
r
CONTRACT AA-329
2003 OAA BUDGET SUMMARY
RECIPIENT: Monroe County Board of Commissioners
Distribution of Award by Title
Federal Share
Title III-B
Title III C-1
Title III C-2
Title 111-0
Title III-E
TOTAL FEDERAL AMOUNT:
$170,000.00
$158,952.00
$184,800.00
$0,00
$49,309.00
$563,061.00
Page 3
ATTACHMENT III
Contract No. AA-329