Item C35
~f~
Louis LaTorre, Senior Director
Social Services/tabt
Revised 2/95
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
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 ALZHEIMER'S
DISEASE INIA TIVE CONTRAeT #KG-997 BETWEEN THE ALLIANCE FOR AGING, INC. , THE
AREA AGENCY ON AGING FOR PLANNING AND SERVICES AREA II AND MONROE COUNTY
BOARD OF COpNTY COMMISSIONERS/ MONROE COUNTY SOCIAL SERVICES (MONROE
COUNTY IN HOME SERVIeE PROGRAM, THE CASE MANAGEMENT AGENCY).
ITEM BACKGR'OUND: The purpose of this amendment is to amend contract clauses to extend the
contract period, and to replace Attachment II.
PREVIOUS RELEVANT BOeC ACTION:
Approved
STAFF RECOMMENDATION: APPROVAL
TOTAL COST: $65,472.00
BUDGETED: YES_X_NO_
COST TO COUNTY: $-0-
REVENUE PRODUCING:
YES NO.x.. AMT.PER MONTH
YEAR
APPROVED BY: COUNTY ATTY..]L
DIVISION DIRECTOR APPROVAL:
DOCUMENTATION: INeLUDED)\
DISPOSITION:
TO FOLLOW _. NOT RE~;D
AGEN~A ITEM#:~ -(., ;-
AGENDA.DOC
TABT
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract #KG-997 AMENDMENT 003
Contract with:Alliance For Aging, Inc. Effective Date:July 1, 1999
Expiration Date:June 30, 2000
Contract Purpose/Description:Approval of Amendment 003 to 99-00 Alzheimer's Disease
Iniative Contract #KG-997 to amend contract clauses to extend the contract period and replace
Attachment II.
~JI;/
Contract Manager:Louis La Torre/tabff,V 4572
(N ame) 1'-' (Ext.)
Social Services
(Department)
for BOCC meeting on 5/17-18/00
Agenda Deadline: 05/03/00
CONTRACT COSTS
Total Dollar Value of Contract: $65,472,00 Current Year Portion: $N/A
Budgeted? Yes~ No D Account Codes: _-_-_
Grant: $65,472.00 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 Date Out
Datf 11 Needed / ~ Revi~<fIi ~ () ) /
Division Director 5/"S/ODYesD No[2f >0, f'^Q\UL.OE' y Sly (k)
RfgSk anagement 5\'t\00 YeSDNO~ ce. ~~"'" 51'\-\ ,,0
~1 11\ - t lIP r--/ ..-t - V) L-. _/ //
o. . .!pur6h\s1'ng Sj '-I YesD Noluf 7'.&&[A C7 ?L'l/L-.." S; it.90
County Attorney sj '1/ ~ Y esD No~ ~ ~ s-: q:e:iJ
Comments:
OMB Form Revised 9/11/95 Mep #2
AMENDMENT 003
CONTRACT KG 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, hereinafter referred
to as the "provider", amends contract KG 997.
The purpose of this amendment is to amend contract clauses to extend the contract period, and
to replace ATTACHMENT II.
1. Section I.,e. 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, 2000; if the provider fails to do so, 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 so, all right to payment is forfeited, and the
Alliance will not honor any requests submitted after the aforesaid
time period.
2. Section III., A. is hereby amended to read:
III. Provider and Alliance Mutually Agree:
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.
3. ATTACHMENT I, Section III, is hereby amended to include the following clause:
F. Contract Amendments
1. The provider agrees to implement the distribution of funds as detailed in
the Service Provider Application and the Budget Summary,
ATTACHMENT III to this contract. Any changes in the amounts of the
funds identified on the Budget Summary form require a contract
amendment.
AMENDMENT 003
CONTRACT KG 997
Page 2
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.
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.
4. ATTACHMENT II, Contract Report Calendar, is hereby deleted and replaced with the
revised Contract Report Calendar attached hereto.
5. This amendment shall begin on the date on which the amendment is 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 and the Master Agreement,
This amendment and all its attachments are hereby made a part of the contract.
AMENDMENT 003
CONTRACT KG 997
Page 3
IN WITNESS WHEREOF, the parties hereto have caused this 4 page amendment to be
executed by their officials thereunto duly authorized.
PROVIDER: MONROE COUNTY BOARD
OF COMMISSIONERS
ALLIANCE FOR AGING, INC. FOR
DADE AND MONROE COUNTIES
SIGNED
BY:
SIGNED
BY:
NAME:
NAME: MARTY URRA
TITLE:
TITLE: PRESIDENT
DATE:
DATE:
FEDERAL 10 NUMBER:
59-6000749
PROVIDER FISCAL YEAR ENDING DATE:
09/30
AMENDMENT 003
Report
Number
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Legend:
Note # 1:
Note # 2:
CONTRACT KG 997
Page 4
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
Month
July
August
September
October
November
December
January
February
March
April
May
June
July Adv. Recon.**
Aug. Adv, Recon.**
**
**
*
Based On
Advance*
Advance*
July Expenditure Report
August Expenditure Report
September Expenditure Report
October Expenditure Report
November Expenditure Report
December Expenditure Report
January Expenditure Report
February Expenditure Report
March Expenditure Report
April Expenditure Report
May Expenditure Report
June Expenditure Report
Draft Closeout Report
Final Expenditure and Request
for Payment Report
Final Closeout Report
ATTACHMENT II
Submit to Alliance
On This
Date
July 1
July 1
August 15
September 15
October 15
November 15
December 15
January 15
February 15
March 15
April 15
May 15
June 15
July 15
August 15
September 15
September 30
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.
**
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.
The last two months of the provider's fiscal reports covering actual
expenditures should reflect an adjustment repaying advances for the first
two months of the contract.
Amendment 002
AMENDMENT TO 1999-2000 ALZHEIMER'S DISEASE INITIATIVE 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-997. .~
I. Section II, Contract Amollnt, is hereby amended to read:
To pay for contracted services according to the conditions of Attachment I in an amount not to exceed
$65,472 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.
2. Attachment I, 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
Provided
Unit of
Service
Unit
Rate
Maximum
Units
Maximum
Dollars
~espite
1 client hour
20,5902
3,179.75
$65,472
3. This amendment shall begin on October 15 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 BOARD
o;sr::;~
SIGNED BY: ~
ALLIANCE FOR AGING, INC.
-
NAME: Sh'..../t!:.ll I-v~t::.W\Q.V)
I
TITLE: Ma..voV"
I
DATE: Felo....",-CU'v 1(" Zoo 0 0
I
SIGNED BY:~~ ~.4..r
Martin rra
NAME: RAMON/~ fmSCIIMAN, [aD
TITLE: PRESIDENT
DATE: 3-07-00
"
.
',\.
....-...
r
(--
Amendment 001
AMENDMENT TO 1999-2000
ALZHEIMER'S DISEASE INITIATIVE 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 KG997.
1. Section /I, 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 $63,387 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 III, Paragraph A.2., is hereby amended to read:
This contract shall end on June 30, 2000.
3. Attachment I, Section /I A, is hereby amended to read:
The approved Service Provider Application of Monroe County Board of
Commissioners for Alzheimer's Disease Initiative 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 I, Section /I 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 Alzheimer's Disease Initiative 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 I, Section /II, 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
Provided
Unit of
Service
Unit
Rate
Maximum
Units
Maximum
Dollars
Respite
1 client hour
$20.5902
3078.5
$63,387
6. Attachment /, Section H, is hereby amended to read:
H. Co-payment Collections
1. The Alliance will hold back 5 percent (5%) of the pr:v;der CO~.ili~t
amount from the Requests for Payment within the frs~ seven ~llti;::;
of the contract year. The amount of funds so held :cc~ shalf be
released to a provider upon collection by the provide-, :y Mardl 15,
of 50 percent (50%) of the total co-payments proje::ee for coDe::ticn
by the provider for the contract year.
2. Within three business days of March 15, the Allianc: "..m deterrm1ne
which providers have collected, on or before March' 5. 50 Pt::::l~lIl
(50%) of their total projected annual co-payments. r:e AllianCE 'wiI
release to each such provider all funds so held back '7::71 sucrn
provider. The Alliance will reallocate all funds held b:c~ from
providers who fail, by March 15, to collect 50 perce~ ,00%) of ~
total projected annual co-payments. All such funds :-eid back 'Wiill b;
distributed pro rata only to providers who have colle::ee, by M&ErC::h
15, 50 percent (50%) of their total annual projected :::-;')aymE:.'1L$.
3. The Alliance will certify to the Department, not later :~2n ApriiJ j" -:tiE!
funds held back pursuant to this clause have not bee": ::stribut:=d: :to
providers who failed to meet their co-payment collec:ci': projec:tic:ms
by March 15. Upon failure of the Alliance to so cert'':'/ :y Apn!l i" tr:e
Department will reallocate such funds among the PS"!" s for
distribution to providers who have collected at least :C ::ercem:: (5.0%)
of their projected annual co-payments on or before tv2r::t 15.
4. Co-payments include only the amounts assessed c1ie:-3 ::lr the
amounts clients opt to contribute in lieu of an assess::: :o-payr.::1t::::l4..
The contribution must be equal to or greater than th: :ssessed c::-
payment.
, 7.' This amendment shall begin on September 1, 1999 or on the date :,- ....hich tiE
amendment has been signed by both parties, whichever is later.
8. The adjusted rate will be retroactive to July 1, 1999.
All provisions in the contract and any attachments thereto in conflict with :-s amer:c:i:":7e~
shall be and are hereby changed to conform with this amendment.
All provisions not in conflict with this amendment are still in effect and ar: :: :,e pel ,~':.t.lIl:c'
at the level specified in the contract are hereby amended to conform with ::-.s amenu...t:::n~
This amendment and all its attachments are hereby made a part of the cor:-::::.
,r.
(
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.
TITLE:
SIGNED B'l~::-"':~-;;;,---"""';;- "'. ,~,. ~~ . SIGNED BY: . .
~~.f~ ~ . ~DSm\fr)C\ ~~
IJ-)i \~Q...\t"l'\~c-.~ '\A..a..:f;VQ.Y NAME: Ramona Frischman. Ed.D
M AV De-
Cf/ ~ /9Y
I I
TITLE:
PRESIDENT
NAME:
DATE:
DATE:
if '2-Gf q q
.
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07/01/99Contract Number KG997
ALZHEIMERS DISEASE INITIATIVE
STANDARD CONTRACf
THIS CONTRACT is entered into between the Alliance for Aging, Inc., hereinafter referred to as the
"Alliance", and the Monroe County Board of Commissioners. hereinafter referred to as the "provider". This
contract is subject to 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 parties 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 Attachmentl.. of this agreement.
B. Requirements of Section 287.058, Florida Statutes:
These requirements ~e 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 requests 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 thereto, 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.
II. The Alliance Agrees:
Contract Amount
To pay for contracted services according to the conditions of AttachmentL in an amount not to exceed $_
31.693.50, 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 con!I'act 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:
: Uee :;jImpson - 99-00 MON ADl contract.Wp(f-'--~-~--~--
1_ _
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Page 2:
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07/01/99Contract Number KG997
Program Title Year Funding Source CFDA# FlDId Amonnts
Alzheimer's 1999 General Revenue N/A $31,693.50
Disease Initiative - -
TOTAL FUNDS CONTAINED IN THIS CONTRACT: $31,693.50
III. Pro~ider and Alliance Mutually Agree:
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 December 31. 1999.
B. Termination and Suspension
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. 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 number of the representative of the provider responsible for
administration of the program under this contract is:
Louis LaTorre
5100 College Road - Wing III
Key West, FL 33040
(305) 292-4420
- 3. 111 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.
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07/01/99Contract Number KG992
4. The 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:
Monroe County Board of Commissioners
5100 College Road - Wing III
Key West, FL 33040
IN WITNESS THEREOF, the parties hereto have caused this -L 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
. .... . ~\ ~-
SIGNED" ........t!:::,~T~., :\
"-~-......?-~-. . , .~,;"
BY:
SIGNED
By:--nQ~un n ~~~
lAME: It)., \ \.-,.0 \ W\ ~ Y) C'\. +tn yo II oQ. ~_
TITLE: H C"Lu o-v-.
,
NAME: RAMONA FRISCHMAN, EdD
TITLE: BOARD PRESIDENT
DATE: l - 8, \ - '1 "f
DATE: ~ q
FEDERAL ID NUMBER: 59-6000749
PROVIDER FISCAL YEAR END DATE: September 30
:..... ,
(SEAL)
ATTEST:-DANNY L KOLHAGE, a.ERK
r'
,\ .l~\ '..... ) ,.
-~. . ...." . -
BY-C .~ ,.... _ c... . hi._ :<- c,-----.\::t/ J
DE~UTY CLERK
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07/01/99Contract Number KG997
ATTACHMENT I
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
I. STATEMENT OF PURPOSE
Alzheimer's Disease Initiative Program is focused on caring for persons 18 + with memory disorders.
II. SERVICES TO BE PROVIDED
A. Services:
The approved Service Provider Application of Monroe County Board of Commissioners for
A~zheimer's Disease Initiative funds for July 1, 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:
Respite services will be provided in a manner consistent with and described in the Service Provider
Application for the Alzheimer's Disease Initiative 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 106Z and 105Z. 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 docmnentation 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 of funds.
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Page 5~
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07/01/99Contract Number KG997
C. Advance funds may be temporarily invested by the provider in "an insured in~erest 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 programmatic 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
Provided
Respite
Unit of
Service
1 client hour
Unit
Rate
$20.661017
Maximum
Units
1534
Maximum
Dollars
$31,694
IV. SPECIAL PROVISIONS
A. 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.
B. State Laws and Regulations
The provider agrees to comply with applicable parts of Rule 58D-l, Florida Administrative Code
promulgated for administration of Sections 430.501 through 430.504, Florida Statutes, and the
Department of Elder Affairs Client Services Manual.
C. Research and Statistics and Reports
The provider agrees to respond to. requests for research information and statistical data concerning its
clients based on information requirements of the Memory Disorder Clinics, Brain Bank and
Alzheimer's Disease Research Database. Model Day Cares must develop and report on innovative
" therapies and interventions which can be shared with other Alzheimer's Disease Initiative health and
social services personnel via training. Reports will include the hypothesis, data collection items,
research methods, time line for completion, and plan for dissemination of findings. Model Day Care
programs must report all training activities provided to health care and social service personnel and
caregivers, as well as serve as a natural laboratory for service related applied research by Memory
" Disorder Clinics.
D. Comprehensive Assessment Review and Evaluation for Long Term Care Services (CARES) Program
.. u",e ;:>Impson - ::19-00 MON ADI contract.wpd
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_.. .<r._.'......,.,.........~__-.....c-;:;;--. _ __ __
--=Page-6~
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07/01/99Contract Numbe~ KG997
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 Alzheimer's Disease Initiative Program will have services started
immediately. The provider must shelter an adequate portion offunds to serve these CARES referrals.
E. Co-payment Collections
1.. The Alliance will hold back 3 percent (3%) of the provider contract amount from the Requests for
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 IS, of25 percent (25%) of
the total co-payments projected for collection by the provider for the contrnct year.
2. Within three business days of November 15. the Alliance will determine if the provider collected,
on or before November 15,25 percent (25%) of their total projected annual co-payments. The
Alliance will release to each such provider all funds so held back from such provider. The Alliance
will reallocate ail 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 collected, by March 15,50 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 I, 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.
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 IS.
F. . Outcome Achievement
1. The Alliance will assign the provider legislatively approved outcome measures.
2. The Alliance will track outcome achievement on a monthly basis. Technical assistance will be
provided to the provider when achievement levels drop 1 % or more from the assigned outcome
measures. Corrective action will be required specifying actions the provider will take to bring
achievement levels up to assigned amount if achievement drops 2% or more.
i~~ee ';;)Impson - 88-00 MON AoTcontract:wpcf '
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07/01/99Contract Number KG997
3. The Alliance will monitor implementation of provider strategies toward achieving outcomes as
described in the Service Provider Application for Monroe County Social Services.
G. 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 provider.
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
ATTACHMENT II
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
Report
Number Month
1 July
2 August
3 September
4 October
5 November
6 December
7 January
8 February
9 March
10 April
11 May
12 June
13 July
14 Aug.
15 **
16 **
Submit to
Alliance
On This
Based On Date
Advance* July 1
Advance* July 1
July Expenditure Report August 10
August Expenditure Report September 10
September Expenditure Report October 10
October Expenditure Report November 10
November Expenditure Report December 10
December Expenditure Report January 10
January Expenditure Report February 10
February Expenditure Report March 10
March Expenditure Report April 10
April Expenditure Report May 10
Adv. Recon.** May Expenditure Report June 10
Adv. Recon.** June Expenditure Report July 10
Final Request for Payment August 15
Closeout Report August 29
Legend.: *
**
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.
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:# 3:0 . 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.
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07/01/99Contract Number KG997
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07/01/99Contract Number KG997
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
ATTACHMENT ill
BUDGET SUMMARY
PSA XI
Original .lL
Amendment
AGENCY: Monroe County Board of Commissioners
1. Respite
$ 31.693.50
2. Model Day Care
o
3. Total
$ 31.693.50