Item B19BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
MEETING DATE: 2-15-2006 DIVISION: COMMUNITY SERVICES
BULK ITEM: YES k NO
DEPARTMENT: SOCIAL SERVICES
AGENDA ITEM "WORDING: Approval of Amendment 001 to the Home Care for the Elderly (HCE) Contract
#KH 472 between the Alliance for Aging, Inc. and the Monroe County Board of County Commissioners
(Monroe County Social Servicesdri-Home Services Program) for Fiscal Year July 1, 2004 through June 30,
2005.
ITEM BACKGROUND: Approval of this Amendment for Fiscal year July 1, 2004 through June 30, 2005 is to
decrease by $1,591.00 the Horne Care for the Elderly (HCE) contract allocation for subsidies and increase the
HCE Contract 4 KH-472 allocation for Case Management by $1,591.00. The total contract amount for HCE
doesn't change.
PREVIOUS RELEVANT BOCC ACTION: June 16 2004.
CONTRACT/AGREEMENT CHANGES: See Item Background
pprova
TOTAL COST: $5,228.00 Case Management Only BUDGETED: YES X NO
COST TO COUNTY: Required $404.11 SOURCE OF FUNDS: home Care for the
Additional. $1,095.89 Elderly Contract for $5,228,00
Total. Combined Match $1,500.00
REVENUE PRODUCING: YES NO X AMT.PER MONTH YEAR
APPROVED BY: COUNTY ATTY. X OMB/Purchasing X RISK MANAGEMENT X
DIVISION DIRECTOR APPROVAL:
SHEILA BARKER
DOCUMENTATION:
DISPOSITION:
Revised H03
INCLUDED X TOFOLLOW NOT REQUIRED
AGENDA ITEM#:
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Alliance For Aging, Inc. Contract
Effective. Date: July 1, 2004
Expiration Date: June 30, 2005
Contract Purpose/Description: Approval of this Amendment is to decrease by S1,591.00 the Home Care for the
Elderly (HCE) contract allocation for subsidies and increase the HCE Contract #K14-472 allocation for Case
Management by $1,591,00. The total contract amount for HCE doesn't change.
Contract Manager: Deloris Simpson 4589 Social Services/Stop 1
(Name) r%.., (Ext.) (Department/Stop #)
For BOCC meeting on 2115/2006 A enda Deadline: 1 /31 /2006
CONTRACT COSTS
Total Dollar Value of Contract: $ 5,228.00
(Case Management Only)
Budgeted'? Yes X No Account Codcs:
Grant: S 5,228.00
County Match: $404.1 l (Case Management Only) Required.
Additional Match $1,095,89 Total
;Match $1,500.00
Estimated Ongoing Costs:
(Not includes; in dollar value above)
Date 1
I Division Director
Risk Management 1 -_�P
Ai2a/Purcha�ifig ; m
County Attorney
Comments:
OMB Form Revised 2/27/01 MCP #2
Current Year Portion: $
ADDITIONAL COSTS
For:
CONTRACT REVIEW
Changes
Date Out
Needed
Reviver
Yes No
Yes No,
Yes No
Yes AN o
Amendment 001 CONTRACT KH- 472 Page 1
THIS AMENDMENT, entered into between the Alliance for Aging, Inc. hereinafter referred
to as the "Alliance", and Monroe County Board of Commissioners, Inc., amends contract KH-
472.
The purpose of this amendment is to decrease by $1,591.00 the HCE contract allocation
for subsidies and increase the HCE contract allocation for Case Nlanagement by
$1,591.00. The total contract amount for HCE doesn't change.
2. This amendment shall begin on July 1, 2004 or on the date it has been signed by both parties,
whichever is earlier.
All provisions in the contract and any attachments thereto in conflict with this amendment shall
be and are hereby changed to conform with this amendment.
All provisions not in conflict with this amendment are still in effect and are to be performed at the
level specified in the contract are hereby amended to conform with this amendment.
This amendment and all its attachments are hereby made a part of the contract.
IN WITNESS WHEREOF, the parties hereto have caused this 1-page amendment to be executed
by their undersigned officials as duly authorized.
--s
MONROE COUNTY BOARD
OF COMMISSIONERS.
SIGNED BY:
NAME:
TITLE:
DATE:
FEDERAL ID NUMBER:
PROVIDER FISCAL YEAR ENDED DATE:
SIGNED BY:
NAME:
TITLE:
DATE:
59-6000749
09/30
ALLIANCE FOR AGING, INC.
Steven Weisberg, M. S.
President & CEO
07101/2004 Contract Number KH 472
HOME CARE FOR THE ELDERLY CONTRACT
2004-2005
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 "recipient". This contract is subject to all provisions contained in the !MASTER
AGREEMENT executed between the Alliance and the recipient, Agreement No. PA429, and its
successor, incorporated herein by reference.
The parties agree:
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 287.058, Florida Statutes:
These requirements are herein incorporated by reference.
C. Final Request for Payment:
1. The recipient must submit the final request for payment to the Alliance no later than
September 15, 2005; 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.
2. If the contract is terminated prior to the contract end date of September 30, 2005,
then the recipient must submit the final request for payment to the Alliance no more
than 45 days after the contract is terminated; if the recipient falls to do so, all
right to payment is forfeited, and the Alliance will not honor any requests
submitted after the aforesaid time period.
It. The Alliance Agrees:
Contract Amount.
To pay for contracted services according to the conditions of Attachment I in an amount
not to exceed $1,544.00, 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 oasts of services paid under any ether contract or frnm an other oi=r�=e
are not eligible for reimbursement under this contract. The funds awarded to the recipient
pursuant to this contract are in the state grants and aids appropriations and consists of the
following:
07/01/2004 Contract Number KH 472
Program Title
Year
Funding Source
CSEA#
Fund Amounts
Home Care for the Elder/
2004
General Revenue
65001
$51,544.00
TOTAL. FUNDS CONTAINED IN THIS CONTRACT:
$51,544.00
Ill. Recipient and Alliance Mutually Agree.
A. Effective Date:
1. This contract shall begin on July 1, 2004 or on the date the contract has been
signed by both parties, whichever is later.
2. Delivery of services shall end on June 30, 2005 This contract shall end on
September 30, 2005. See Attachment 1, Section III.D.
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 Ill. C. of the Master
Agreement,
C. Recipient Responsibility;
Notwithstanding the pass through language contained in Section I.S.I. of the Master
Agreement, the recipient maintains responsibility for the performance of all sub
recipients 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
9500 South Dadeland Boulevard, Suite 400
Miami, Florida 33156
(305) 679-6500 SC 455-6500
2. The name, address, and telephone number of the representative of the recipient
responsible for administration of the program under this contact is:
Louis LaTorre
Gato wilding - 1100 Simonton Street
Key West, Florida 33040
(305) 292-4573
IJ
oT/0112oo4
Contract Number KH 472
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
IN WITNESS THEREOF, the parties hereto have caused this 9-page contract to be executed
by their undersigned officials as duly authorized.
PROVIDEE�:
MONROE COUNTY BOARD ALLIANCE FORAGING, INC.
OF COMMISSIONERS FOR DADE & MONROE COUNTIES
BOARD PRESIDENT OR AUTHORIZED DESIGNEE
SIGNED BYE" SIGNED ER
p
NAME: Murray E,� Nelson NAME: Steven Weisberg, M. S.
TITLE: Mayor/Chairman
DATE: June 16, 2004
FEDERAL ID NUMBER:
PROVIDER FISCAL YEAR ENDING DATE:
TITLE:
President & CEO
DATE:
6 N110 )
59-6000749
09130
E
��,�!,
n
DIE V�G 4K
3
Contract Number KH 472
ATTACHMENT I
HOME CARE FOR THE ELDERLY PROGRAM
STATEMENT OF PURPOSE
The Home Care for the Elderly (HOE) Program encourages the provision of care in family -
type living arrangements in private homes on a not for profit basis as an alternative to
nursing home or other institutional care.
11. SERVICES TO BE PROVIDED
A. Services:
1. The recipient's service provider application for state fiscal year 2004, 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
recipient, and prescribe the services to be rendered by the recipient.
2. Consumers may not be enrolled in a Department of Eider Affairs' state general
revenue funded program, including HCE, who are also enrolled in a Medicaid
capitated long term care health plan or program. These programs include the Frail
Elder Program operated by United Health Care, the Channeling Program operated
by Miami Jewish Home and Hospital for the Aged, the Long Term Care Community
Diversion Program operating in Planning and Service Areas i and 9, and the
Program of All Inclusive Care for the Elderly (PACE) program scheduled to begin
operation in the Miami -Dade County area.
B. Manner of Service Provision:
The services will be provided in a manner consistent with and described in the
recipient's service provider application for state fiscal year 2004 and the Department of
Elder Affairs Client Home And Community Based Services Handbook dated 01/03 In
the event the manual is revised, such revision will automatically be incorporated into
the contract and the recipient will be given a copy of the revisions.
Ili. METHOD OF PAYMENT
A. The method of payment in this contract is based on a fixed rate reimbursement for
approved services. The recipient must ensure fined rates include only those costs which
are in accordance with all applicable state and federal statutes and regulations and are
based on audited historical costs in instances where an independent audit is required.
All requests for payment and expenditure reports submitted to support requests for
payment shall be on DCEA forms 100H and 10 H. 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.
4
07/01 /2004
Contract Number KH 472
B. The recipient shall maintain documentation to support payment requests which shall be
available to the Comptroller, the Department of Elder Affairs, or the Alliance upon
request.
C. The recipient may request a monthly advance for service costs for each of the first
three months of the contract period, based on anticipated cash needs. Detailed
documentation justifying cash needs for advances mast be submitted with the signed
,contract, approved by the Alliance, and maintained in the contract manager's file. All
payment requests for the fourth 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 11 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.
D. Advance funds may be temporarily invested by the recipient 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.
E. The Alliance small 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 Unit of
to be se"ke
Provided
Case Management 1 hour
F. Contract Amendments:
knit mate Maximum Maximum
Units Dollars
$47.855263 76 $3,637
The recipient agrees to implement the distribution of funds as detailed in the service
provider application and the Budget Summary, ATTACHMENT III to this contract.
A contract amendment is required to change the total amount of the contract. With
written notice to the Alliances contract manager, funds may be moved from the
Case Management budget category to the Subsidies category. The Case
Management budget category can not be increased.
2. This contract is for services provided during the 2004/2005 State Fiscal year
beginning July 1, 2004 through June 30, 2005, however, the contract is in effect
through September 30, 2005 in order to provide for maximization of resources and
to allow for greater flexibility to pay for the services rendered by June 30, 2005.
Services provided after June 30, 2005 cannot be reimbursed under this contract.
3. The recipient will submit a draft closeout report by August 15, 2005. Any contract
amendments after August 15, 2005 determined necessary by the Alliance will be
based on the draft closeout reports.
5
Contract Number KH 472
4. The final expenditure report and request for payment will be due to the Alliance no
later than September 15, 2005. No expenditure reports or requests for payment will
be accepted after September 15, 2005.
G. 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 recipient and any adjustments thereto, including any disallowance
not resolved as outlined in Section l.T. of the Master Agreement.
IV. SPECIAL PROVISIONS
A. State Laws and Regulations:
1. The recipient agrees to comply with applicable parts of Rule Chapter 5811-1, Florida
Administrative Code promulgated for administration of Sections 430.601 through
430.608, Florida Statutes, and the Department of Elder Affairs Home and
Community Based Services Handbook dated 01/03.
2. The recipient 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.
B. Assessment and Prioritization for Service Delivery for New Consumers:
The fallowing are the criteria to prioritize new consumers for service delivery. It is not
the intent of the Department of Elder Affairs to remove existing clients from any
program in order to serve new clients being assessed and prioritized for service
delivery.
1. Priority Criteria for Service Delivery:
a) individuals in nursing homes under Medicaid who could be transferred to the
community;
b) individuals in nursing homes whose Medicare coverage is exhausted and
may be diverted to the community;
c) individuals in nursing homes which are closing or in receivership and can be
discharged to the community; or
d) individuals whose mental or physical health condition has deteriorated to the
degree self care is not possible, there is no capable caregiver and
institutional placement will occur within 72 hours.
2. Priority Criteria for Other Assessed Individuals:
The assessment and provision of services should always consider the most cast
effective means of service del€very. Functional impairment shall be determ-irre
through the department's consumer assessment form administered to each
applicant. The rs lost frail individuals not prioritized in the group above, regardless of
referral source, will receive services to the extent funding is available.
N.
C, Consumer Information, Registration and Tracking System (CIRTS):
1. The recipient will ensure the collection and maintenance of Home Care for the Elderly
(HCE) subsidies and case management information on a monthly basis from the
Consumer Information, Registration and Tracking System (CIRTS). Maintenance
includes valid exports and backups of all data and systems according to department
standards.
2. The recipient must ensure all data for HCE subsidies are entered in the CIRTS by the
15th of each month. HCE subsidy data entered into the CIRTS by the 15th of the
month will be for payments incurred between the 16th of the previous month and the
15th of the current month. Case management data entered into the CIRTS by the 15th
of the month will be for units of service provided during the previous month from the
16th and up to and including the 15th of the current month or case management units
of service may be entered according to the recipient schedule, in aggregate on the 31st
or daily, weekly or monthly.
3. The recipient will ensure data entry for HCE subsidies will cease on the 15th of the
month and the CIRTS Monthly Service Utilization Report, by consumer and by worker
identification is run.
4. The recipient will ensure the Monthly Utilization Report, by consumer and by worker
identification is verified, corrected, certified no later than the 20th of the month in which
the report is generated.
5. The recipient will ensure caregivers determined eligible for the HCE basic subsidy after
the 15th of a month, will be processed to begin eligibility for the HCE basic subsidy on
the 1 st day of the next month.
6. The Alliance will reconcile and verify the CIRTS data prior to payment for HCE basic
and special subsidies and case management.
7. The Alliance will reconcile and verify the CIRTS data prior to payment for HCE basic
and special subsidies and case management.
7
07101/2004 Contract Number KH 472
ATTACHMENT It
HOME CARE FOR THE ELDERLY PROGRAM
Report Based Opt Submit
N to the Alliance
--- --- on This DaW
1
July Advance *...............................................................
*
July
July 1
2
3
...................... ...................................
August Advance ..
July Expenditure Report ....................................................
August 10
4
August Expenditure Report ................................................
September 10
5
September Expenditure Report ..........................................
October 10
6
October Expenditure Report ...............................................
November 10
December 10
7
g
November Expenditure Report ... . ................. . .....................
December Expenditure Report ............................................
January 10
9
January Expenditure Report ...............................................
February 10
March 10
10
February Expenditure Report ............................................
April 10
11
March Expenditure Report ............................ ....................
May 10
12
13
April Expenditure Report ...................................................
May Expenditure Report/July Advance Reconciliation ** ..........
June 10
14
June Expenditure Report/August Advance Reconciliation ** .....
July 10
15
16
Draft Closeout Report .......................................................
Final Expenditure and Request for Payment Report ...... � .........
August 15
September 15
17
Closeout Report ..............................................................
September 15
Legend: * Advance based on projected cash need.
** Submission of expenditure reports may or may not generate a payment
request. if final expenditure report reflects funds doe back to the Alliance,
payment is to accompany the report.
Note # 1: Report #1 for Advance Basis Contracts cannot be submitted to the Alliance
prior to July 1 or until the contract with the Alliance has been executed.
Actual submission of the vouchers to the (Department of Elder Affairs is
dependent on the accuracy of the expenditure report.
Note # 2: The last three months of the recipient's fiscal reports covering actual
expenditures should reflect an adjustment repaying advances for the first
three months of the contract.
Contract Number KH 472
ATTACHMENT III
HOME CARE FOR THE ELDERLY PROGRAM
BUDGET SUMMARY
1. Case Management ..... ............ $3,637.00
2. Subsidy Payments' . ............ ............... — ....... $47,907.00
3. Total ................................... -.- .................. — $51,544.00
All subsidy payments are made by the Alliance, on behalf of the recipient, to eligible caregivers after proper
:verification in CIRTS for any given month during which service was provided to a homebound HCE elder
consurner.
9