Item C32
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Louis LaTorre, Senior Director
Social Services/tabt
Revised 2/95
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
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MEETING DATE: 5/17-18/00
DIVISION: COMMUNITY SERVICES
BULK ITEM: YES _X_
NO
DEPARTMENT: SOCIAL SERVICES
AGENDA ITEM WORDING: APPROVAL OF AMENDMENT 003 TO 99-00 COMMUNITY CARE
FOR THE ELDERLY CONTRACT #KG-971 BETWEEN THE ALLIANCE FOR AGING, INC., THE
AREA AGENCY ON AGING FOR PLANNING AND SERVICES AREA 11 AND MONROE COUNTY
BOARD OF COUNTY COMMISSIONERSI MONROE COUNTY SOCIAL SERVICES (MONROE
COUNTY IN HOME SERVICE PROGRAM, THE CASE MANAGEMENT AGENCY).
ITEM BACKGROUND: The purpose of this amendment is to change the contract clauses to extend the
contract period, to replace Attachment II, decrease the total contract amount by $9,620.00 and adjust
(increase and/or reduce) the Unit of Service goals for the individual services provided under this contract.
PREVIOUS RELEVANT BOCC ACTION:
Approved
STAFF RECOMMENDATION: APPROVAL
TOTAL COST: $554,538.00
BUDGETED: YES X NO
COST TO COUNTY: $-0-
REVENUE PRODUCING:
YES_ NOx.. AMT.PER MONTH
YEAR
APPROVED BY: COUNTY ATTY.l
NAGEMENT ...x
DIVISION DIRECTOR APPROVAL:
DOCUMENT A TlON: INCLUDED
TO FOLLOW _,-'-__
NO
.,.
DISPOSITION:
AGENDA ITEM#:
AGENDA.DOC
TABT
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MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract #KG-97I AMENDMENT 003
Contract with:Alliance For Aging, Inc. Effective Date:July L 1999
Expiration Date:June 30, 2000
Contract Purpose/Description:Approval of Amendment 003 to 99-00 Community Care For The
Elderly Contract #KG-971 to change the contract clauses to extend the contract period, to replace
Attachment II, decrease the total contract amount by $9,620.00 and adjust (increase and/or
decrease) the Unit of Service goals for the individual services jprovided under this contract.
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Contract Manager:Louis La Torre/tab! lAs72
(N ame) fl (Ext.)
Social Services
(Department)
for BOCC meeting on 5/17-18/00
Agenda Deadline: 05103/00
CONTRACT COSTS
Total Dollar Value of Contract: $554,538.00 Current Year Portion: $NIA
Budgeted? Yes~ No 0 Account Codes: _-_ __-_
Grant: $554,538.00 NA-_-_-_
County Match: $-0- NA-_-_-_
NA-_-_-_
ADDITIONAL COSTS
Estimated Ongoing Costs: $_/yr For:
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
CONTRACT REVIEW
Changes tfltd2 Date Out
Date In Needed _ /" Re:\/:'" ,:
Division Director S/3/0U YesD NaGY' ,it s I slw
oM.BlPuI.trng S/4/ YesDNo0 >4tl~ ~t<tcc 5/(uo
County Attorney s/lf/iY7; Yes~~ .s:l{-O(J
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Amendment 003
CONTRACT KG 971
PAGE 1
THIS AMENDMENT, entered into between the Alliance for Aging, Inc. hereinafter referred to
as the "Alliance", and Monroe County Board of Commissioners, hereinafter referred to as the
"Provider", amends contract KG 971.
The purpose of this amendment is to change contract clauses to extend the contract period, to
replace Attachment II, and to decrease the total contract amount by $9,620.
1. Section I.C. is hereby amended to read:
c. Final Request for Payment
1. The provider must submit the final request for payment to the Alliance no later
than September 15; if the provider fails to do 50, all right to payment is
forfeited, and the Alliance will not honor any requests submitted after the
aforesaid time period.
2. If the contract is terminated prior to the contract end date of September 30,
2000, then the provider must submit the final request for payment to the Alliance
no more than 45 days after the contract is terminated; if the provider fails to do
50, all right to payment is forfeited, and the Alliance will not honor any
requests submitted after the aforesaid time period.
2. 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 $554,538 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 CFDA# Fund
Amounts
Community Care 1999 General Revenue N/A $554,538
for the Elderly
TOTAL FUNDS CONTAINED IN THIS CONTRACT: $554,538
Amendment 003
CONTRACT KG 971
PAGE 2
3. Attachment I, Section II, Paragraph E, 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 Unit of Unit Maximum Maximum
Provided Service Rate Units Dollars
Case Management 1 client hour $38.9197 3,609 $140,461
Homemaker 1 hour $20.2575 7,594 $153,835
Personal Care 1 hour $23.1840 5,583 $129,436
Respite 1 hour $17.5197 3,607 $ 63,194
Chore 1 hour $27.1939 2,408 $ 65,483
Other TBA TBA $ 2,129
4. Section III.A. is hereby amended to read:
A. Effective Date:
1. This contract shall begin on July 1, 1999 or on the date the contract has been
signed by both parties, whichever is later.
2. This contract shall end on September 30,2000.
5. Attachment I, Section III, Paragraph D., is hereby amended to read:
D. Contract Amendments
1. The provider agrees to implement the distribution of funds as detailed in the
Service Provider Application and the budget summary. Any changes in the
contract amount or between case management and services require a contract
amendment.
2. This contract is for services provided during the 1999/2000 State Fiscal Year
beginning July 1, 1999 through June 30, 2000, however, the contract is in effect
through September 30, 2000 in order to provide for maximization of resources
and to allow for greater flexibility to pay for the services rendered by June 30,
2000. Services provided after June 30, 2000 cannot be reimbursed under
this contract.
3. The provider will submit a draft closeout report by August 15, 2000. Any contract
amendments after August 15, 2000 determined necessary by the Alliance will be
based on the draft closeout reports.
Amendment 003
CONTRACT KG 971
PAGE 3
4. The final expenditure report and request for payment will be due to the Alliance
no later than September 15, 2000. No expenditure reports or requests for
payment will be accepted after September 15, 2000.
6. Attachment 1/, Contract Report Calendar is hereby deleted and replaced with the revised
Contract Report Calender, attached hereto.
7. This amendment shall begin on the date on which the amendment 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.
Amendment 003
CONTRACT KG 971
PAGE 4
IN WITNESS WHEREOF, the parties hereto have caused this 5 page amendment to be executed by
their undersigned officials as duly authorized.
PROVIDER: MONROE COUNTY BOARD ALLIANCE FOR AGING, INC.
OF COMMISSIONERS FOR DADE AND MONROE COUNTIES
SIGNED BY: SIGNED BY:
NAME: NAME: MARTY URRA
TITLE: TITLE: PRESIDENT
DATE: DATE:
FEDERAL ID NUMBER: 59-6000749
PROVIDER FISCAL YEAR ENDING DATE: 09/30
Amendment 002
AMENDMENT TO 1999-2000 COMMUNITY CARE FOR THE ELDERLY CONTRACT
THIS AMENDMENT, entered into between the Alliance for Aging, Inc. hereinafter referred to as the
"Alliance", and Monroe County Board of Commissioners hereinafter referred to as the "Provider", amends
contract KG-971.
1. Section II, Contract Amount, is hereby amended to read:
To pay for contracted services according to the conditions of Attachrnentl in an amount not to exceed
$564,158 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 CFDA# Fund
Amounts
Community Care 99-00 General Revenue N/A $564,158
for the Elderly
TOT AL FUNDS CONTAINED IN THIS $564,158
CONTRACT:
2. Attachment I, Sectioll III, Paragraph E, 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 Unit of Unit Maximum Maxim urn
Provided Service Rate Units Dollars
Case Management 1 client hour $38.9197 3,730 $145,170
Chore 1 hour $27.1939 2,474 $ 67,278
Personal Care 1 hour $23.1840 5,637 $130,688
Respite 1 hour $17.5197 3,200 $ 56,063
Homemaker 1 hour $20.2575 8,038 $162,830
Other TBA TBA TBA $ 2,129
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3. This amendment shall begin on January 1,2000 or on the date on which the amendment has been
signed by both parties, whichever is later.
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 2 page amendment to be executed by their
undersigned officials as duly authorized.
PROVIDER: MONROE COUNTY
B~r. ?~~OMM~SIONERS
SIGNED BY:C,;,;,;' ""'v'../;"~''''''''''''.1~J~~
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NAME: ~fr."r Ie V r r~e ma.. n
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TITLE: fnq vor / Cha/,rn a. 1'1
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DATE: O/-/9-(X) DATE:
ALLIANCE FOR AGING, INC.
SIGNED BY: ~A ~
Martin Urra
NAME: RAMONA FRISCHMAN. ED.D
TITLE: PRESIDENT
2-23-00
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Amendment 001
AMENDMENT TO 1999-2000
COMMUNITY CARE FOR THE ELDERLY CONTRACT
THIS AMENDMENT, entered into between the Alliance for Ag,ing, Inc. hereinafter
referred to as the "Alliance", and Monroe County Board of Commissioners, hereinafter
referred to as the "Provider", amends contract KG-971..
1 . Section 1/, Contract Amount, is hereby amended to .read:
To pay for contracted services according to the conditions of this contract in an
amount not to exceed $556,601 subject to the availability of funds. The Alliance's
performance and obligation to pay under this contract are 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.
2. Section 1//, Paragraph A.2., is hereby amended to read:
This contract shall end on June 30, 2000
3. Attachment /, Section 1/ A, is hereby amended to read:
The approved Service Provider Application of Monroe County Board of
Commissioners for Community Care for the Elderly funds for July 1, 1999 to June
30, 2000, 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 provider, and prescribe the services to be rendered by the provider.
4. Attachment /, Section // B, is hereby amended to read:
The services will be provided in a manner consistent with and described in the
Service Provider Application for the Community Care for the Elderly funds for July
1, 1999 to June 30, 2000 of the Monroe County Board of Commissioners and the
Department of Elder Affairs Client Services Manual. In the event the manual is
revised, the contract will incorporate any such revision and the provider will be
given a copy of the revision.
5. Attachment /, Section 1//, Paragraph E, 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 Unit of Unit Maximum Maximum
Provided Service Rate Units Dollars
Case Management 1 client hour $38.9197 3,730 $145,170
Chore 1 client hour $27.1939 2,475 $ 67,305
Homemaker .. 1 client hour $20.2575 7,945 $160,946
Personal Care 1 client hour $23.1840 5,530 $128,208
Respite 1 client hour $17.5197 3,025 $ 52,997
Other Episode TBA TBA $ 1,975
6. Attachment I, Section H, is hereby amended to read:
H. Co-payment Collections
1. The Alliance will hold back 5 percent (5%) of the provider contract
amount from the Requests for Payment within the first seven mo'nths of
the contract year. The amount of funds so held back shall be released to a
provider upon collection by the provider, by March 15, of 50 percent
(50%) of the total co-payments projected for collection by the provider for
the contract year.
2. Within three business days of March 15; the Alliance will determine
which providers have collected, on or before March 15, 50 percent (50%)
of their total projected arumal co-payments. The Alliance will release to
each such provider all funds so held back from such provider. The
Alliance will reallocate all funds held back from providers who fail, by
March 15, to collect 50 percent (50%) of their total projected annual co-
payments. All such funds held back will be distributed pro rata only to
providers who have collected, by March 15,50 percent (50%) of their total
annual projected co-payments.
3. The Alliance will certify to the Department, not later than April 1, that
funds held back pursuant to this clause have not been distributed to
providers who failed to meet their co-payment collection projections by
March 15. Upon failure of the Alliance to so certify by April1, the
Department will reallocate such funds among the PSA's for distribution to
providers who have collected at least 50 percent (50%) of their projected
annual co-payments on or before March 15.
4. Co-payments include only the amounts assessed clients or the amounts
clients opt to contribute in lieu of an assessed co-payment. The
contribution must be equal to or greater than the assessed co-payment.
7. This amendment shall begin on September 1, 1999 or on the date on which the
amendment has been signed by both parties, whichever is later.
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.
. -,
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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 A.GING, INC.
SIGNED BY:
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NAME:
TITLE:
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DATE:
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07/01/99Contract Number KG971
COMMUNITY CARE FOR THE ELDERLY. .
STANDARD-CONTRACT
TillS CONTRACT is entered into between the Alliance for Aging~ Inc., hereinafter referred to as the
"Alliance", and the Monroe County Board of Corrunissioners. hereinafter referred to as the "provider". This
contract is subject~o all provisions contained in the MASTER AGREEMENT executed between the Alliance
and the Provider, Agreement No. P A29, and its successor, incorporated herein by reference.
The parti!s agree:
I. Provider 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]. of this agreement.
B. Requirements of Section 287.058, Florida Statutes:
These requirements are herein incorporated by reference.
C. Final Request for Payment
1. The provider must submit the final request for payment to the Alliance no more than 45 days after
the contract ends or is terminated; if the provider fails to do so, all right to payment is forfeited,
and the Alliance will not honor any req1leSts submitted after the aforesaid time period. Any
payment due under the terms of this contract may be withheld until all reports due from the
provider, and necessary adjustments theret~ have been approved by the Alliance.
2. A final receipt and expenditure report as a closeout report will be forwarded to the Alliance within
sixty (60) days after the contract ends or is terminated. All monies which have been paid to the
provider which have not been 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.
ll. The Alliance Agrees:
Contract Amount
To 'pay for contracted services according to the coooltions of AttachmentL in an amount not to exceed
$278,301 subject to the availability of funds. The Alliance's performance and obligation to pay under this
contract is contingent upon an annual appropriation hy 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:
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Program Title Year Funding Source CFDA# Fund Amounts
Community Care 1999 General Revenue N/A $278,301
for the Elderly
. .
TOTAL FUNDS CONTAINED IN'IHlS CONTRACT: $278,301
07/01/99Contract Number KG971
III. Provider and Alliance Mutually Agree:
A. Effective Date:
1. This contract shall begin on Julv I. 1999 or on the date the contract has been signed by both parties,
.whichever is later.
2. This contract shall end on December 31. 1999.
B. Termination and Suspension
The causes and remedies fortermination 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. Notice, Contact, and Payee Information:
1. The name, address, and telephone nUmber of the contract'manager for the Alliance for this contract
IS:
John L. Stokesberrv
Alliance for Aging, Inc.
9500 S. Dadeland Boulevard, Suite 400
Miami, Florida 33156
305-670-6500
2. The name, address, and telephone nwnber of the representative of the provider responsible for
administration of the program under this contract is:
Louis LaTorre
Monroe County Social Services
5100 College Road - Wing III
Key West, R. 33040
(305) 292-4420
. 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. TPe name (provider name as shown on page 1 of this contract) and mailing address of the official
payee to whom the payment shall be made:
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Page 3 1
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07/01/99Contract Number KG971
Monroe County Board of Commissioners
5100 College Road - Wing III
Key West, FL 33040
IN WITNESS THEREOF, the parties hereto have caused this 9 page contract to be executed by their -
undersigned officials as duly authorized.
PROVIDER: MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
BOARD PRESIDENT OR
AUTHORIZED DESIGNEE
SIGNE~~~"~~AN""'" ._____~
BY: .
SIGNED
BY: KOsmf\\G\ ~(\)l)~
NAME: II )'.\h~ \min~ \toxu~
.TITLE: ~o+-
DATE: ~ -d, \- C\ ~
NAME: RAMONA FRISCHMAN, EdD.
TITLE: BOARD PRESIDENT
DATE: '6./ ~ (q, ~
FEDERAL ID NUMBER: 59-6000749
PROVIDER FISCAL YEAR END DATE: September 30
(SEAL)
ATTEST: DANNY l KOLHAGE, ClERK
BY ~L.~C . R)L',-=-\U,-,____' .
DEPUTY CLERK c- t-:)
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07/01/99Contract Number KG971
ATTACHMENT!
COMMUNITY CARE FOR THE ELDERLY PROGRAM
I. STATEMENT OF PURPOSE
Community Care for the Elderly Program provides community-based services organized in a continuwn of
care to assist aged 60 + elders at risk of nursing home placement to live in the least restrictive environment
suitable to their needs. .
II. SERVICES TO BE PROVIDED
A. Services:
The approved Service Provider Application of Monroe County Board of Commissioners for
Community Care for the Elderly funds for July I, 1999 to December 31, 1999, 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 provider, and prescribe the services to be
rendered by the provider
B. Manner of Service Provision:
The services will be provided in a manner consistent with and described in the Service Provider
Application for the Community Care for the Elderly funds for July 1, 1999 to December 31, 1999 of the_
Monroe County Board of Commissioners. and the Department of Elder Affairs Client Services
Manual. In the event the manual is revised, the contract will incorporate any such revision and the
provider will be given a copy of the revision.
III. METHOD OF PAYMENT
. A. This is a fixed rate - advance funding contract. All requests for payment and expenditure reports
submitted to support requests for payment shall be on DOEA forms 106C and 105C. Duplication or
replication of both forms via data processing equipment is permissible, provided all data elements are in
the same format as included on department forms.
B. . The provider may request a monthly advance 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
maintained in the contract managers 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
time the final payment is made. All advance payments are subject to the availability offunds.
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07/01/99Contract Number KG971
C. Advance funds may be temporarily invested by 1be provider in an insured interest bearing account. All
interest earned on contract fund advances must be returned to the Alliance at the end of the first quarter
of the contract period.
D. Any payment due by the Alliance under the terms of this contract may be withheld pending the receipt
and approval by the Alliance of all financial and prograriunatic reports due from the provider and any
adjustments thereto.
E. ,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 Unit of Unit Maximum Maximum
Provided Service Rate Units Dollars
Case Management 1 client hour $38.9197 1,865 $ 72,585
Chore 1 hour $27.1939 1,237.5 $ 33,653
Personal Care 1 hour $23.1840 2,765 $ 64,104
Respite 1 hour $17.5197 1,512.5 $ 26,499
Homemaker 1 hour $20.2575 3,972.5 $ 80,473
Other TBA TBA $ 987
F. Provider will implement a Modified Spending Authority With the exception of Case Management.
Provider is to provide services based on clients' service plans and will not be restricted to providing the
services as projected: Additional budget revisions/contractamendments will not be required to move
funding among these services, with the exception of Case Management. Total Contract Amount cannot
be exceeded.
IV. SPECIAL PROVISIONS
A. Match
The provider will assure a match requirement of at least 10 percent of the cost for all services. The
subcontract provider's match will be made in the form of cash and/or inkind resources. At the end of
the contract period, all Community Care for the Elderly funds expended must be properly matched.
B. .. Program Income
Program Income earned may be spent in the same year as earned. Any program income funds not spent
may be carried forward into the next fiscal year. Any prior year program income carried forward must
be spent in the following year.
C.. State Laws and Regulations
1. The provider agrees to comply with applicable parts ofRu1e Chapter 58C-l, Florida Administrative
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07/01/99Contract Number KG971
Code promulgated for administration of Sectioos 430.201 through 43(}.207, Florida Statutes, and
the Department of Elder Affairs Client Services Manual.
2. The provider agrees to comply with the provisions of Sections 97.021 and 97.058", Florida Statutes,
and all rules related thereto in the Florida Administrative Code.
D. Reports
The provider agrees to submit an annual report as described by the depaltment's Division of Long Tenn
Care Policy by August 31,2000. .
E. Comprehensive Assessment Review and Evaluation for Long Term Care Services (CARES) Program
Those persons who are functionally assessed by the Comprehensive Assessment Review and
Evaluation for Long Term Care Services (CARES) Program to be at imminent risk of nursing home ..
placement and referred to the Community Care for the Elderly Program will have services started
immediately. The provider lead agencies must shelter an adequate portion of funds to serve these
CARES referrals.
F. Business Hours
Area agencies and lead agencies must at a minimum maintain business hours from 8:00 AM to 5:00 PM
daily, Monday through Friday.
.G. Medicaid Waiver
The provider is encouraged, through the assessment by case managers, to identify Medicaid eligible
CCE clients who meet Medicaid Waiver criteria and refer them to CARES and SSI related Payments (if
applicable) for approval for Medicaid Waiver services. The assessment and provision of services
~hould always consider the most cost effective means of service delivery. Approximately 44% of the
general revenue funds necessary to support approved client's services will be transferred to match the
56% federal funds in order to increase provider Medicaid Waiver funding to serve the clients. The
identified funding for transfer activity will be reported to the Alliance for submission to the department,
at least quarterly.
H. . Co-payment Collections
1. The Alliance will hold back 3 percent (3%) of the provider contract amount from the Requestsfor
Payment within the first five months of the contract year. The amount of funds so held back shall
be released to a provider upon collection by the provider, by November 15, of 25 percent (25%) of
the total co-payments projected for collection by the provider for the contract year.
2. Within three business days of November 15, the Alliance will determine if the provider collected,
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07/0l/99Contract Number KG971
on or before November 15, 25 percent (25%) of their total projected.-annUal co-payments. The
Alliance will release to each such provider aU funds so held back from such provider. The Alliance
will reallocate all funds held back from the providers if provider fails, by November 15, to collect
25 percent (25%) of their total projected annual co-payments. All such funds held back will be
distributed pro rata only to providers who have colIected, by March IS, 50 percent (50%) of their
total annual projected co-payments.
3. The Alliance will certify to the Department, that funds held back pursuant to this clause have not
. been distributed to the provider if the provider failed to meet its co-payment collection projections
by November 15. Upon failure of the Alliance to so' certify by April 1, the Department will
reallocate such funds among the PSA's for distribution to providers who have collected at least 50
percent (50%) of their projected annual co-payments on or before March 15.
4. Co-payments include only the amOlmts assessed clients or the amounts clients opt to contribute in
, lieu of an assessed co-payment. The contribution must be equal to or greater than the assessed ..
'co-payment.
5. In the event this contract is extended to twelve (12) months, ending June 30, this section will be
amended to reflect the usual 5% holdback over seven months with the requirement for the provider
to have collected 50% by March 15.
I. Abuse Neglect and Exploitation
The provider Will ensUre that pursuant to Section 430.205(5). Florida Statute, those elderly persons who
are determined by adult protective services to be high risk elderly persons in need of services, pursuant
to s.415.1045(2)(b), or to be victims of abuse, neglect, or exploitation who are in need of immediate
services to prevent further harm and are referred by adult protective services, will be given primary
consideration for receiving Community Care for the Elderly Services. As used in this subsection,
"primary consideration" means that an assessment and services must commence within 72 hours after
r~ferraI to the provider or as established in acrordance with Alliance contracts by local protocols
developed between Alliance service providers and adult protective services.
J. Outcome Achievement
1. The Alliance will assign the provider legislatively approved outcome measures.
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07/01/99Contract Numbe~ KG971
2. The Alliance will track outcome achievement on ainonthly basi$. Teclmical assistance will
be provided to service providers when achievement levels drop 1 % or more from the assigned
outcome measures. Corrective action will. be required specifying actions the providers will take to
bring achievement levels up to assigned amount if achievement drops 2% or more:
3. The Alliance will monitor implementation of provider strategies toward achieving outcomes as
described in the Service Provider Application for Monroe County Board of Commissioners
K. Care Plans
Care plans will be costed out for each client Projected costs will be provided to fiscal officers to
manage resources and compare to actual expenditures for the agency.
il ""G", -.JlIlIfJ::>UlI - ~~-UU iVlUN ceE contract.wpd
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07/01/99Contract Number KG981
COMMUNITY CARE FOR THE ELDERLY PROGRAM
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
ATTACHMENT II
Alliance
Submi t
to
Report On This
Number Month Based On Date
1 JUly Advance* July 1
2 ~ugust Advance* July 1
3 September July Expenditure Report August 15
4 October August Expenditure Report September 15
5 Noyember September Expenditure Report October 15
6 December October Expenditure Report November 15
7 January November Expenditure Report. December 15
8 F~bruary December Expenditure Report January 15
9 March January Expenditure Report February 15
10 April February Expenditure Report March 15
11 May March Expenditure Report April 15
12 .;rune April Expenditure Report May 15
13 July Adv. Recon. * * May Expenditure Report June 15
14 Aug. Adv. Recon. **: June Expenditure Report July 15
15 * * Final Request for Payment August 14
16 ** Closeout Report August 29
Legend: * Advance based on proj ected 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.
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 DOEA is dependent on the accuracy of the expenditure report.
Note #. 2 : A final request for payment may be submitted to the
Alliance by the provider up to 45 days after the contract has ended.
Note. # 3: The last two months of the provider I s fiscal reports
covering actual expenditures should reflect an adjustment repaying
advances for the first two months of the contract.