Item C14 C.14
Coty f � ,�� ,' BOARD OF COUNTY COMMISSIONERS
�� Mayor David Rice,District 4
The Florida Keys � Mayor Pro Tem Craig Cates,District 1
y Michelle Coldiron,District 2
James K.Scholl,District 3
Ij Holly Merrill Raschein,District 5
County Commission Meeting
July 20, 2022
Agenda Item Number: C.14
Agenda Item Summary #10782
BULK ITEM: Yes DEPARTMENT: Social Services
TIME APPROXIMATE: STAFF CONTACT: Sheryl Graham (305) 292-4510
N/A
AGENDA ITEM WORDING: Approval of Alzheimer's Disease Initiative Program (ADI)
Contract KZ-2297 between the Alliance for Aging, Inc., and Monroe County Board of County
Commissioners/Monroe County Social Services In-Home Services for the contract year 2022-2023
(07/01/2022-06/30/2023) in the amount of$91,807.73.
ITEM BACKGROUND: Approval of the Alzheimer's Disease Initiative (ADI) contract enables
Monroe County Social Services In-Home Services Program to continue providing personal services
(In-home respite, Facility-based respite, and Case Management)to Monroe County's elderly
population under the Alzheimer's Disease Initiative Program.
PREVIOUS RELEVANT BOCC ACTION: BOCC approved Amendment 4001 to contract 4 KZ-
2197 at BOCC meeting on 10/20/2021 (item D12)
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
ADI Contract KZ 2297
ADI backup
FINANCIAL IMPACT:
Effective Date: 07/01/2022
Expiration Date: 06/30/2023
Total Dollar Value of Contract: $91,807.73
Packet Pg. 326
C.14
Total Cost to County: 10% Cash Match
Current Year Portion:
Budgeted:
Source of Funds: Grant
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: Yes If yes, amount: Approx: $8,000.00
Grant: Yes
County Match: 10% Cash Match
Insurance Required: No
Additional Details: Revenue produced is from client co-payments.
07/20/22 NEW COST CENTER ADDED $91,807.73
REVIEWED BY:
Sheryl Graham Completed 07/05/2022 4:17 PM
James Molenaar Completed 07/05/2022 4:18 PM
Purchasing Completed 07/05/2022 4:21 PM
Budget and Finance Completed 07/05/2022 4:44 PM
Brian Bradley Completed 07/05/2022 5:15 PM
Lindsey Ballard Completed 07/05/2022 5:31 PM
Board of County Commissioners Pending 07/20/2022 9:00 AM
Packet Pg. 327
Clerk of the Circuit Court& Comptroller—Monroe County, Florida
TO: si cryl ( "main, T)irect r
Social Services
A 1,ourcles Fraucis
FROM:I I I'rur-ruel ( llruxuco ' .1c,
CN
Atlacluccl is rui elect -jonic copy cal't:lic liullc vviug iteuui, executed on belialf cif i4lcarrru:ue:
County, 14 your handling.
c�
1)12 l.st Ameridment,to Alzheimer"s Disease Initiative ('mitract.K7, 197 between the
A liame for A;)iiag, Iuuc., (AAA) mid 1`w'louiu'c:e ("ourrty Bow cl cal'C'c�uuuuiy C� ru`uuu�ussiu�uue:rs, Social c0
Seu-vices/lui-1 look,Services to,increase liinc ing by $25, 76,28, bringing the contract total lrc:ii'i a1
CL
Please be sure to provide this office �vlllu a fully executed copy once sigmecl by Clue t ll'i�ruce, �
Should you have arry clu.uestiorts please Feel frce to co utact:uue at (305) 92- X
c�
cc: County° ttorticy
Mr ance
Tile
KEY WEST MARATHON PLANTATION IFFY PI P TH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West,Florida 33040 marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33070
305-294-4641 305-280-8027 305-852-7145 305-85 Packet Pg. 328
AMENDMENT 001 CONTRACT Kz-219�7 Page I
THIS AMENOMENt Is entered Into between the Alliance for A4gtA&Inc,hereinafter referred toes the
'Alliance",and Monme Countv Board of County Commissioners,Social Services/In-Horne Senvices,hereinafter
referred to as the'Qntractor',and collectively referred to as the Vartles.*
The purpose of this amendment b allocate addWonal fwWtq to be used'to Provide servkft to I additlonal lien
that was released from ft wafflift Umkr the Ail p m. The now,to fundIng providleel under this Vant
funding Immase:
Contract fundIns aanged fro= $S7,W�u to
funding,is alluatedi as Indkotevi be
f stmoc M"Inturn
Servict to be Provided Service MX11mum Units of
iz,-�
unit.Rate Prior lincrem Told
I
U111 I it DeHan CN
O�7'3 19 '9 C�
28 11,715Z
Sa Aidecsxczcs ]SX0 i 4 2
Cwtev or Triining Ind $
Iiw C'u"li il-d R$
Id $
Ft fete p Ili S 10M 3,644 -1,645 .1284 S
57,9"r i.23 0
Rafte In-flome 24M 575 -260 A U
SceiaEu
T- 835
d, DC ......
. ................
5vx,daNgtd U[Ld�� Cost Rzimb
$
S 30,90 3 32U]
rel.eplontReasmnan 99 30 CL
cc $ 2737 36 11=S299.30"2- ]t- A_
Thnsperixtion - S 83,525 a
All provisions In the contract andanca
yaMchments;thereto In conflict with ttilsamen0ment shall beaM are
hembychanged to confcrm with this amendment
All provisions not In casOct with this am endm on t are still in effect and are to be po,rfa rm ad at the jewel
specified in the contract. E
This amendment and all Its mtkarhmerrts are hereby made a pan of the contract
IN WITNESS WHEREOF,the parties hereto have ca us ed thT$Am e n dm ent to be executed by their undo rsigned
officials as duly aut h o rice d,
� ,a
li County Baud of County ALLIANCE FOR ASING,INC
COMMISSIOnis `4 Cr"
I if a
FAGN $16NED BY- ��A 3A D,�RP,h,,,,���00�8,2 02�I�0�4 I F D TV�)
N"E* --michelle C roittjmesm NAME: Max S.Rothmanj%LLM,
TME: ivt oa . Preswent&CE10
DATE: 7-1 DATE: Oct28,2021
-ROMOVICOUNTY7=11RINEY
ruses I 9tzv"u N RPROVED AS TO FORM
AT itp t,X Gn Medai Clark
j i As J MMES MOLENAAR
4A 'TA k,
ASStSTANT COWNTY ATTORNEY
�X/ 20 2-/
Date
Packet Pg. 329
ALZIMMER'S DISE'AAS''FO INITIATIVE CONTRACT
2022,-2023 Fiseal Year
"I"HIS CONTRACT is entered into between the Alliance -for Aging, Inc., hereirtafter referred to as the "All liance" and M0RI,*OV
Coun,ty Roa,rd of County CommissJoilers, Social Sel-vices/In-Flome Services, hereinafter referredto as the "Provide'r,"' and
Collectively 1"efe rum ed to as the"Partles."
Attachments 1, 11, fit, VI,VII,VI III LXI XIN Al B, C, E, mid are incorporated herein and niade a part f tll
WIIIEREAS,the,Alliali.ce has been designated as the Arezi Age iicy on Agirig ii Plaii . i,, I J to �i i,-i i ng an,d Sery ice A rea 1,1 e i�l c o ni p a s,s inn ,M Ian 111
Dade atild Moilroe C"OLVn,ties;,and,
WHEREAS, the Florida Departn'ient, of Eldei- .Nffaii�,s (the "13epartment"') has eiitei-ecl into a Contractwith the Allianceto ftind
Alzheliner,Dise,�,vse Initiative Providers in Miarni-Dade andMonlroe Counties- and",
Nivilth thle ITILI ',a,covenants
NOW-mER E FORE,in,cons idlerat 1 on of the set,v ices to,be performed and,paym,ents to be in ade,togethet to I
and conditions.set t"bah,M.this Contract',the Plartiels,agree as flo"Hows-
1. Purpose of Contract
The PLII-POse ofthis cotitract ts,to provideservices iii i ac(,�,*(:)rdance with the terms and,condii'tions specified in this contract,,,including
,all attachment's and exhibits, whicl'i constitUtethe contract docurnent,
2. InEiq)rLwrationof DocunienIts,11vvithin the Contract
The contract will iiicorpor at.e attachi,nents" propos,Zd(S.01, State plan(s), grant agrtenient,s,, rellevant Depart inerit, ofElder Affizlirs
handbooks, inantials,or desk books, as an Iritep-al pa-it of'"the coti,tract,except to,the extent"Ouit the contraict explicitly prov,ides
to,the Coll'traty', in the eveW ofconflict in, language anIong any of the doctinierits referenced above, the Specific PI-Ovisions and
requiremetits of"the co ultra ct docurIient(s)shal I prevail over hiconsistent,proVIS1011S in th, proposal(s)orother general twateri-cils,
not specifil'ic to,this contract docuinent and idend fied Cattach ni,ents,and shall be governe'd in��accordancc w"ith thic applicable la�vs, tat we.
1( 1
al'id ollier le,(,'),nditions set fvin�this Contract.
I Tern-i of Colitract
MIN
3, I E ffix(i v e Da t C'
ills, Contract shall 'gi at tmirelve, (12:00) A.M., Eastern Staii,dard Titi,,ie l oti Jtdy- 1,2022, or on the (ki✓tte the contract hS,
been sigt:,ied by bot i parties,whi I
ucIlever is katet-. "Flie contract Neill end on June 30,20,23,or such earlier date,as the coraract
0
is ternminated put-sumit to Section 51 licreh"I, except that the parties sfiall C011tilILICIo,perforin those limited contrztct close-
out activities set f'Orth Ln this conitract,
1•
11 1.:,jelivery of servi c eis shall clnd at 1,1-059 P.M.1 East e rn Standaird'T Vie.n,e,on Junm 30,20,23, or SLICII earlier tiMe as-the contract
is,tertninated pui-sLtarit to piat-it- raph 10 herein. Under no circmnstances gull the Alliance reirriburse,(1-ic,provider for services,
provided atterJune,30,21023 or iany earlier wirv. date. N',oichat,.ige,s,toftindl,tl,,,,g,a,li,ocat,ioriswil'ilb�etii,ad,eaftel-J'Lliale3lO�,
2023. Onl,y hniited cotitract close-out activities are,to be pei rw ft)rrned WRCHLUie 30,2023 corisi'stilng ol,repoining, inivoicing
and Pa,.Nirnient as sti,pit]a tied fl-i I"FACUIMEN"I'VIIII.
4. Cantract Ntri,oumt
I..]"he Alliance agrees to pay for contracted services acclordling to the ternis and condltioi�is ofthis contr,act in an arrimi,rit riot,'to
exceed,,$91,11807.73 subject,to the availtability offfinds. Any costs or services paid foIr unclerany oltbercontravor fi.-mri any,other
source,a.re not eligible 17bir niellt Under this contract.
4.I. ObIlgation to Pay
The Alliance's performance and obligation to Pay, under this contract �is cont'higent upon an anmual appropriation by,the
Le
-act Nvith the,Department.glsla,ftlre to(lie Departtnerit and funditig received bly the All iance Linder it s,conti
51., Renewals
flie contract r--tia),e bile rent,;,wed on a.year Y, basis t`obr no more tha'ia three additional years. Such renewals shiall be contingent
'
upon sansfActory performance evaluations, as determined by the Allvance and the availability of funds. Any renewal, of a
contr Cast.shca 11 be sr;ubj�ject to,n,ititual agrele inn nt.,cont"Irincd inwi-iting,anid sub,ecttothiesiameternis and coed Itions,set forth.iri,the
iiialial contract"I with, the eXception of establishirq;F unit rates which vs alescribed, furfl,ier i1i, this sectiion�. Thie 1'eirmwal price, ot-
1 11 g
ineth od for determ,in itity a renewa,I price,is,set,f6rth,in theblid,proposal,or reply. ReqUests to renegoti,ate,the original con tractual
Page 1 of 57
1`S(D*men,1 Rate Review Policy. NNrhich is incorporated by
'blis' ed rates are prov ded for in the Alliance s approved ReimbU esta h 11
reference,
The parties shall re-evaluate 'the contraict's reimbursement rates on an. annual basis pursuant to DOEA.'s, 'Notice of Policy
N
Clarificallot-i, ServIce, Cost Reports N(,-)tice #0i192815-lPC-SCBS dated, September 28th, 2015 and the a- proved, Allia nce's,
P
ReIniblUrsiernent Rate Review Pl(,,,)Iilcy'.
the everit that contracts (annot be executed pt'lor to the Jul I sit start dtate, the Alliance rnay, al fts discretion, extiend, thl's
. vided under this extension, will
Agreet'nen,t LIP0,11 written notice for LIP�(O 120 dayl t(:,'),ensure cotitinuity ofservice. Services pro i
plaid for out of the sticceeding agt,eenienrt at'nount,
6. Compliance-vivith Feder,al Law
6,1. T'lle Prov ider shall not empilloy inavi uthori zed a li'lleii,'li "I'lie,Alliance shall consider the ernployn'ient OUL1,11aUthorized aliens,
a violation ofthe Initnigration trind Nationality A U, � . a and the Inunigration Reforuri can,d Cotitrol Act of
1986(8,U.S.C. 1101). SLIC11 Violation,stiall ble cause for unilateral,cancellation of"this,contract by t1w Alliance,
6.12. If the Provider is a,nionprofit provider M. is subJect to Internal RevellUe Set-vice(IRS,)ta,x exeni'lPt organizatioll re"POrting
requir i.eni,el'Its(111ing a,Fortn,990 orForni,9910-N),and,hasits tax,exenipt statUS revoked for failing to co�niply with the,fitling
1 1 -ea son, t 7 4 )�t , ance in writ"
requirenients of the 2006 Pens iorl Protection,Act or an,),,,other t the Provider tn,ust riotif the Allk I itig,
V%rithin,thirty(3(")) a,,ysof recei i noti vng the IRS ce of revoc ati on,,d I 1
63 "I"he Provider s1°rii,111 coniI)iy,witi, Title 2 CFR I"Carat 175 rq.,;,arding"Frafficking ire Persons.
6.4. 1.)[fless exetnpl under 2 CFR Nut, 170.1,110("b) t1l,le Prolvider shall conip'l wit'i tl�iie reporting, MCIL11retlictits of t1i'le,
Y
.kanspa.rency Act as expiessed in 2 CFR, 17011.
&5. "I'o conip ly wit h Presidential Execuu�re Order 129819 an,d State ofl"lorida Executive Order,N 1.1in bet- 1,11 W
[)rovide ag,rees to utilize th,e U.S. Deparanerit of 1.4oineland Sect irity's E-veirify systern to verify the en,iplioyn-ivnit ofall
new eniployees hired by Provider dUrtrig the contract tert-ii, Pr(wider shall i1lClUde in related SUbcontralicts a requirement
that rrrbn.tra t wr anid/'ot rrdrr. erf rining work or jxlloviding services pitill'sUlant to, the state contract titilize the E
verify systein to verify einployrnent ofall new,enlployees hited by the,subcoritt-actor anc-1/cii-vend,or dLit-ing the contract
I A, to be it'i Cotilpliance With, this
ter'n,i_ Pi-oviders n'-wileting ttie terni's 4a;iri d: conditions ofthe 11" Verify Systeni (are, deei,w
provision.,
7. C 11, ,,tat
I m g1jance w"th S tate, Law,
7.1 This contrCut is eXCCUled atild entetvd, into iii (he State of and shall be coltil'StrucId" pcifornielct, catid etfll,:)rced iii all rcspects in
11ccorditan,ce with the Flolricia la%%°,,including Horildia pro v i i oils 1`61-
72 The 1>rovider shall,coniply Nvith Sec till'on 215.97,F.Si and,riecILdrenients of is.287.058, IF.S.as earl endeld.
72.1 The Provider slilall perfonn i tasks contained in Attachnietit 1.
7.2.2 T'hie R11roviclier shall pirovide U111ts', ofli'ver4ablei-S', includ,iing varillo'lls Client services", and i�n sonile instances may
HIClUde reports, finditigs, at-'i dralls, as specified in,this, C(.-)nitrl which the Contract Mcaimget-nitikst receive and
acce,pt in writing pnor to paynient fn laccorldiance with 215.971(1)and (2), Fla. tart.. Expenditures rnust, be, in
coinpliance witli� laws., 1111es, regUlanions, 1,11 C Jud thing but not litilited to the Florida, Referen,lice Guide, foit- Stfate
ExpendituresIssued,by the Florida Department of Financial Sell-vices("Ell'.B.'").
7.2 3 The Providet-shall coinply �vjth the,criteria, and, final date by which such cri.teria riltist be triet t"br coniplet'k.)n, of
this contract as splecified iti Atta,chmetit I,Section 111. Method of Pa.ytileritl
7.2.4 The Provider shall SUbmit bills for, tbes or other con1perisation for services or expenses in sufficient detaill for,a
proper wre,-,audit atul post-lawlit.
7.2.5 If it mired payinent for travel expenses, is permitted, in,this contract",the Provider shall subtiait bills for mly Ir V
i y a el
le x p e n se s,ire ac coi-da ri ce wit h,1 1,12.06 1, F".S., o r a t s tic 11 1 o,we'r i t es a,s ril ay b e prov I dies d ire th i s c o n t ract.
7.2.5 The Provider shall a1limkv pUblic access to,all docunients, papers, letters, or other pit,'iblic I-�ec r l deflined 111 S,
119 Oil 1(12)1 F.S., made or received by, the Provider '•in conjunction 'with this contract except for those records,
Nvhich are,made cotifidefitial o'r I xenipt by law. The Provider's re fir salto comply with t1l provision will constitute
aii inunediate breachol"clontract for ,,Oich the Allizttice may unilaterafly teriTunate the cotitraia,
Page 2 of 57
7.3 1f,clients are to be transportedituider thus,contract,th r. i. :. sh ll coin,ply with the provisions ofCh,aptcr 427, I".S.,and
7.4 SLibcon,,(,,r,4,icto;i,swli,,o,�,ir,co,n'ttie'Di"s'cj�liTatoi-�1, dot-I list may not trian sact business wit Il any pu,b I Ic ei�i t ity, in accordance
with the provision of s.,287,134, I'S.
7.5 The Provider shall comply kvith the provisions,of s. 11.062, FS., and s, 21,6347, F.S.,, wh,ich prol'ubit the expenditure of
colitract 1"unds, for the purpose of lobby ing the legishature, or a to agency.
7.,6 ]"lie Afliance aiid/ot-.Depa,i�-�tiiii�it ni.ay,termitlate tile Contract if the Provider 'is, found to,have submitted a fialse cerlificatioll
i as providect undet-287.1315(5),F.S., liasbeen placed on the'scrutiti i zed Coiilp,atl I ics,with Activities iti 11ran Petroleum,Sector
List,,the Scl'unnized Companies Wimr th activities,ill Sudan List,of tile scrutinized conlixinies,that Boycott Israel list,or ifthe
P17OVIdei-llcas,beet'i enlgaugecl ii`i busitless,operat,tiotts in,Cuba or Syria or is eng-aged in a boycott of Isiael.
cjqyot nA ScITIV14111121
I quireirri 8.1 "Fdie Provider shall et'isilre that tht re ents o s., 430.04 02 and Chapter 4,35, F.S., as anmided, are tile'(, regai,ding
backgrotald,screelnitlf��,,for all persoi is,who meet the defillition of a directser�vice provideratid w1u,)are not exempt frotiri,tlie
I)ePa.ru,iient"s L,evel 2 background sci,lecil'ri,iig'pLirS,Ll�-it"I't tO S.430,0402(2)Q)� F'OS114 1"'he I'llrovider niustalso col-nplywith any
apl,flica,blet-ti,les pil-oniulgatecl by flie Departmen't and the Agenicy ftlor,I le-CiAlth. Care Ad't-nimstration regirdingo, irnp lenien tat ion
017 s. 4301.0402 atid Chaptet 435, F.S. "I"o demonstt'ate coinpliance vvith this, provision,' Provider shall, S,Ubtuit to the
Department,, the Backgrouirld Scre-entIng Affidavit of Cottipliat'ice (Screenit,ig Forni) cipon thirty,(30)days ref ex"ectition,of
th,is contract. Should,the A Maince have a cotiil-fl.eted Screeiving,Fornai on file for the Provider,a new Screening f"01-111,will be
req u i il-ed ever.,�,t"wel ve(12)ni.on th s.
8.2 1"urtiler infortaiattoll colicertung time procedIffeS f(,)r backgt-oulld sc ree n In g is 1`0 u n Cl a I
9l. C rt,evance and Co rain,plaint 11)'i-ocedures
9.1 CwHevance Procedure
C0111''p Nr 1-e stib-Coi I -i tit"I'lie I ro-vider. shall, 1, Nvith and ensu ntractor con�vpl`ance kvith the Minin m Guideline for Recipient
Affadrs l-'rog,an-is,and Services Handbook,to d.dress compla,"
Grieva.tice Procedures,Appendilx Dfl Deparftnefit of Eklei ults
ion,or red i regarding the SUS'Pen,S uct,oil OT Sery ices, as,requ 1red for rece I o I- funds.
9.2 Cotuplaint Vrt,)cedures:
Fhe Provider shall develop and, limpletil,el'.1t Con-1plaint Procedures and ensurethat SUb-COntractors develop and iimpleun,etit
C011"11plaint procedures to process alidresolve cliet-it diss,atisfaetion with services, IC(-)ni"p',Iaili,tl)roi ed,t.i,res, sliall address the
qUality and tiniell"ness,of services,, Provider and direct service worker conaplaints,or mly other advice related to con,i,pilamts,
h,"It requ ire the gr ieva Ir s nce oces s,adescribed, in Appetidix D,
oth,er t1ml'i tern,iinlation,,suspension o es t t reduction ill servic ,�
Departm.,ent ol�f Elder Aft"'airs,11'r(),gwratlis and Services, Handbook, 1"he coniplaint lm-oceduries shall incluAe notlficatloii to,all
clients of tile conlplaint proceidure and include tracking tile (hate, nattire of the cmiplaint and, the dete�i ti i of'the
coniplait t on ,'I i clom,plaint log,
10. Public Records a•nd Retentlorl,
actin and the Depart as provided utider
10.1 If'.under this contnict the[Irovider is p,rt)vid i ngse'IN Ices,�M(l is C,
g on belialflor die Alliance It 1 rnent(
s, 119,011(2), I'lorida Statutes,thel,rovider, Subielct I,()tile ternis ofs. 287.0558(l)(c) 1711orich,a Statutes,arid,an),�
J ot'hei applicable legal
S,to,_111 1VOV"IsiotIS Om and aii),:other applicable Ia,%v,,,,am]shall.
��()j7'C,,jj,jj
andeqUilable rernedies, agree )ter 119, 1"Ala, S.
10.1.1 Keep and nitaintain PUblic recor(is that m-dinat-ily ati,d necessailily would be required by time pu,blic agency in.order
to,perfo,rlln the services'.
Inielit" ovider will provide a copy of the requestfor records or
I O�1.2 t..JP,on re q ule s7 t fi'(.')m, t h e A I I i an c e o r th,e 1.)e�pa i 1� the Pi I I
allow-the,recorlds,to be inspected or co 11'es within a reasonable tmie ata cost that does not exceed the co pr st ovided
P
ire Chapter 11, Florida Statutes,or as otherwise provided by lavv.
1 10,L 3 Ensute that pub I i c records that are,exenl pt or con. rdent 1 a]and exempt IT"m pubi i c records disclOSLITe requ irenients
are not disc I losed except c-,ls,authorized by law.
'Page 3 of 57
f
10.1 A Upon cotnpletion of tivis contract, the Provider will trans-fer., at no cost to, tile AllianIce, a,11, PUbfic records, it
p os,s es s j o ll o f the ["Iro v ild e 1`o i`w i I I keep an d,ni a i n t a,i n 1)11 b 1 le re c o rd s re q u 1 red,b y�the A I li an,ce o 1-t h e D ep a,rtni,e nt« 11
the Provide'r tmnsf rs all ptiblic records to theAlfiance upon cornpletiol'i.of the contract,Pt-ovider shall.destroy any
duplicate public records tivit are exempt,or confidential alid exempt,,fi oin public records disclosure,reqttheiments.
'If the Provider keeps and maijitains public records upon completion of the cotitract,, the, Provider shall rl'ieet all,
applicable requiretiient's, flor retainit-ig public records. A111 records, stored electronically iiiust be provi&d to the
Alliatice in a fbrm,,mth,,at is compatible with the infornlatk'ni technology systems,of theAlliance.,
10.2 Th,e Alliance inay untlatet-ally caticel this,coiltract notwithstanding ally, other pt-(:)vision,s ofthis,Contract, fi.)Yr refttsa] by
the,Provider to cotn ly Nvith,Sectlon 9 of this Colitract bN,,not allowing pti,blic acc�ess ft),all doctitimits,papers, letters, or
P
rovider in col'i unction with the contract, unless the records are- e:xenipt or
other nnatet-l'al made oi received by the P11 I I j
confidential atld exenipt, from Sectiori 24(a)of'.Aaicle I of the State,Constitution and,Section 1 19.07(l),17.�S,.
"I E 1 11 ,I F T11 PROVIDER FIAT QUESTIONS RECj'AR IN NG "n IE APPL ICA"I"ION' OF CHAPTER 11,119 FLO RIDA
STATUTES, TO THE PROVIDER'S, DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS,
CONTRACT,CONTACT THIE CUSTODIAN OF PUBLIC RECORDS,AT..
Public Rem-&Coordinator
Florida Departinelit of Eld,er,Affiall's
4040 Espl,atiad,e Way
Tallahassee, Ftori,da 32309
850-414-2342
103 U1111),on tei-tlifflation of tht's" C101"Itt"act", whether for cot,iveffletice ot- f6r cattse 'as (1, �tailed in this contract', tit, Provider and
subcotlti-actors shall,at no cost to the Alllallce transfer all ptublic records ill (heirpossessiol'.),to the Alliance and destro,y
any duplicate ptiblic records tilt-it are exenij)t, or cotlifildential and exetillit fi-orn ptiblic 1'ecoilds disclostire re "
"All records. st-or ed electronically shall be provided" to the Alliance in a fori-nat t1vat it's, on ipatible with, the iti ftwtna t 10 n
technology syste ter s oft1te Alliance.
1. A uAfts, "Is'.
I Insl2ectioris,,Investigatiol
I Ll The Prov tier shall,establish,and nmflitaiti books. recorcls, al'id'doc'unlents(includ1ng electronic storage media)suftlicietil
to reflect -cfll. assets, obligatf,011S." 111110bligated balances, hicome, interest, arld exl'i,endittires offi,inds provide(I by the
Allial"ice utider r P
this,,Contact. l-ovi,de,r(s)shiall adequately sa,fieguard,all stick assets and assure they areused solely forthe
j)Urposes aLi,tli,art i,z,iLd,,L,,iti,d,et any cot-Itract or agremilent whic[i incotIvrates this Contract. Whenever ap .0pr i ate., financial
P 1
int' miation ShOUld be related to performance and MIR Cost data,,
i -ecords, and any othe'r
tent reco. iatic al record's supporting, documents, statis,tical j
11, L,2 The Provider sliall 'retain all ch Tds f h, 1, 1
1,'1,", ' ien wi -s�,fter completion of
dOCL1111LAII'S(Including electron,ic storage I edia)pertit t to this contractfor a ji iod of six(6),yeat (A
the cot'itract or longervvhen,requit-ed bly law, In, the event,an! au di( is,requiredby leis contract,,records shall be i-etairted
SIX(6) y I
for a n1ininiuni period of i :` years after the audit report is issaled or unfil resolution of an audit findings or litigation
based,(")n the tenris ot't'lliscot-ittact, atrlo additional cosito thc Alliance.
he Allia,tice,the Provider shall facilitate th&
11.3 Upol,i detrianA,at no additilo-nal cost"to t duplicatilon and transfer of any recol ds
or docutrients, Burin the w it I dred retention Period.
I I�4 T'he Pr(,:)v i do r s h,ti 11,ass u re t h a(t h e records des e r ibed in 1"a r I ill 74graph 10 w-ill be stibject at allreasoliaMe finies to insplectioll.,
review, err pying or atlditby federal,state,,or othel, per s,onnel,duly author ized by theAlliance.,
11,5 At at,I reasonable titnes for as,long as recor s are inai ritaint dl,'personsduly-aut[iorizeidby(he A 11 iance and the Depallin elit.,
pursuant to,45, CFR part 75, will be allowed full access-to and the right to exiani,lile,an)l of tile Pi�iovlder's contracts and,
i 'I 111
related records and,documetits,pertine-till to,this specific contract,regardless,of the fom il whicl"I kept.,
1L6 "I'lie Provider shall provide a fiinancial and cotiipfiance audit to the Alliance as, specified in th'is, contriact and "I'll
A"I"17 ACHME'N"f"Ill and ensvire that all related,(hird-party transactions,aredisclosed to the allditol.
1,1 W7 'I"he Provider 4grees to,comply with the Departmen.11's InspectGr General in arty investigation., audit,, inspection'll review,
or heal in perforMed pursuant to s,,201.05-5,F.S. By exectilion of this Contract the Provide'r Lillderstands an wlll coln,ply
with'this sub sec tioProvI'det furt het g ee s that it sha I I i n cI Lidi rl eatledsuti tac t s equiretnent'd"iat abntractors
flage 4 of 57
performing wot-k or providing services pursuant to this con,tract agree to cooperate witli, the Inspec tor General in any
investigation,audit, ii,i t,io,t,i,,i"e,vic�N1,,,or hearing pursttant to s. 20.0551(,5), F.S.
12. lorry,di.s,crini.inatiolt-i-CIN.
co'"I"pt Ance
12-1 TH,le Provider shall execute assurances, in MW1111.1-IMENT H that it will not discritnillate agai.n.st a�ny pe rson in the
provision ofservices,or beneflit.s. under th," contil"Ict oll n, enli ployn'lent because of age, race, rely glon,, cotor disability,
nation all origin, marital status or sex in conip liar c*,e with state a deial, law and re-gidations. The Pruvld r ftuther
assures 11-liat all Providers,sub-Contractors, sub-grantees,(),r others NArith whoni, it,a,manges to provide services,or bellefits,
in connectioll With ariy of"its prograins and activities are not discrili-tinating agalnst clients,oi enliployees because ofage
st
race,,rellgloi,°il color,disability,na,tional,orign"l, nurit;al., atus or sex.
12.2 1,Durin is contra ct Vil g the terra of thi the Provider shall coniplete and retain on file a fini�el,�, complete and accurate C'l
Rlg[its,Conipliance Checkfisl,,attached to,this
1.2".3 'I"he Provider shall establish procectures, mirsuant to 1' deral Lem e Ao handle c(),mpla,ints of disci-Inifflation involvi.ng services
o r be n e fi ts th ro U,g I I t1l 1 s co n t rac t. These e s e pro ce('11,U re S W"I I I I 11C I U d c n ot i f7y i n g c e n t s,e m,p I oy e es,a'11 d p art i c i pants o-f th e r i [i t
to file a.cotaiplaint\,,v1th the appropriate'I'deral oir state enti
12.4 These asstirances are a cortditlori ofcofitinUed receipt ofor belie fit froni '11mancia] ass istatice, and are binditi,g upon ttw
Provider".it'S,SUccessor's, -arisf rees,and assi&oriees,for the period.dutrit.,tg which such assistance 'I'S provided. 'I,"he Provider
ti �e I
ft,ulherl a. -Um tl,mt all s,t,i,b-Coi�"iti,.�alc,tlo'rs,,, vendors,, or others \vith \Aohon-i it arrati,ges to provide services or beriefit's to
participant's or eniplolyees iri, connectiori, NvIth, any of its progratns and activities are niot discriminatii,ig against those
ai 11 1
pat-ficipants or en"i1floyees in violatiori of the above slat'Lltes, regLil,'atio,lis,,,�iti,idelities,and standi"Irds., In the event Off' L re
to cornply,the Frovider understatutS that the Alliance imay at its discretiot-i, seek a couirt order reqU11"I,11 g C 0111 p a n,c e N,\1 ti�
the tern"m of this aSSUrance or seek ot.her appropriate jitidiciall or �idministrative rell et', HIcluding brut not litnited to,
teni;iin,ation of and denial Of ffirther assistarice.
13. Monilor't 'by t lie A I fia n,ce fo,
r 11
1 13.,1 The Providershall pe-mit pel"S't'),11s dldy authorized by the Alfiatice to inspect and Coll,y r,econ,'Is,pgape,s,.,docu ucnis,11,iccs.goods
and services of the Provider which,are;relevant to tilts con.tract,(an'd to interview any clietill"S"employees and subcontractor,
employces ofthe Providel- to assure the Alliance of tile satisfactory performalice ofthe tertns a,nd coriditivN ons ofthis
c<,)ntt�act. Following such revie l, the Alliance %vill provide a ��Norritten, report of its findings to the Provider,, andNvIlere
J e P-ovider hereby agt-ees to correct all.
appropriate, the Provider shall develop a Corrective Action, Plan, I I"
deficlei-,ici,es,identified in the,CAI") in a titnely manner as determined by the C71ontract Mrall'ager., 17 atittre to coniply,with the
CAI`,shall subJec t Provider to ent-orceni,ent actions as described in this,Contract.
112 The Alliatwe will perform adniinistrative,, fiscal, and 1,11oinitoring ofth,e providet- to eilsuriecontraCtUal
Pr(l),91"aniniatic perfi,,)rniance! c,era] laws,and
coinpitance,fiScal accountability
,t ,and coiniphance with,applicable state and, fel
regulations.The Pr,(,wider will supply progress reports,iticluding data reportrn�g ir-eqturetiients,as specified by theAllmnice
or t1le, Departinenit to be used for ni,onitoring pro g ress or perfot-nizance of tli,e contractual of services. Exanvies r e e
viw
criteria are SUrIDIUS/deficit reports, independent audits, inteirnal, cotitrols, requests, subcot-itractor
monitoring, tari�,C&ting, -olg -es, service, provision, to clierit-, vlty, cj,ietit
Z7, pi I 4,nam eligibilit�p, outcome meast,it i s data inte,
satisfaction,an;d client file reviews,
13.3 Retrospective (J"nit Cost Methodology Reports (RL)CM) — 'The, Provider shall subtTill't Retrospective Unit Cost
Methodology(R1...JCM)t(,.)the Alliance atintially,but rto later thall,ninety("✓90)caleridar&ays after t1le Provider I"iScial,Year
ends. The Rt.JCM shat I reflect acttml costs,of providing each service by pro grani for the preceding contract year. Costs
associated,with services provided u ndet-this contract shall only, include allowable direct and indirect costs as deflimed by
applicable state la.w. If the Provider des'li"es to renegotiate Its rellrnbUfseinel--a rates, the Provider shall t-tiake a request in
h in I t I wri ing to the ,Alliance, with t e " clusio i of a Prospect ve Un,-t Cost Methodology in accordance with the Afflance's
p a roved ReinibUrWnlent.Rate Revie��v Policy,wiich 'is incorporated by refi-re nce
p L
14., Provis'lon, li IServilees,
-1 -ov'der
T'lic Provider shall provide services in the nianner described in iti,A1`717ACH-MEN"I"I ofthis contractand, n, the Service Pr 11
Application,(SPA), In the event of a conflict between the Service, Provider Ap, lication,a-nd this,cor"Ar, etil
p C1 the clontract lallgUage
prevails.
15. Coo,rd,ji n a led, mom 1 to 11,1119'W I t 11 0 t 1".1 e r A ge n c i els
Page 5 of,57
If the Pro,vider,receives fundin '1111,111 11 �e"VICe'klgCIICWS,� HI additimi to the Depaili'llient
I I g frotn one or inore other State of Florida ,a, s i i
ofElderAffiairs,tlien a Joint niotfitoring visit ill'ieitidit,i)gs7Licll,(.),-tli,er aggeticies inay be,scheduled. For the purposes,of this contra"Ict",
and pursuant to s. 287'.0575,,,F.S. as ametided,Flor,ida's human service a
genctes shaIll inc[ude ttie Department of Children and
lealth the Agency for Persotts Avith Disabilities, flie Departi'nen't of Veterans Affi,irs, and the
Families, the Department of I Ij 4
Department of Elder Mfairs.Upon notification and,the subsequent scheduling of such a visit by the designated agell,ey's lead
administrative coo rd i na�torl,'tl,,ie Provider sliall coixipfy atld cooperate with all.11.1onitors, inspectors,and/o,r itwest'
igators,
,16. Indeim nification
-es rom
k C' wL ficers tgertts aild ctrlpfoye s,1"' 411111A,
1"he''I'll'o.vider shall indernnit"y',save,,det"end,a''nd tiold,[iarnfless flie[)epartt'rienl,t[ic Affiat aitd its off
7 ch�:iracter.arking out of oi�,by reason ofthc exccution this C"oritract
and all claims,deniands,actions,causcs of"Caction of whailevu naltil"C'M 91, 1
or perfbilma��ice of(Ilte services,provided Cor liereit,il It is under,stood and It,"l,greed that the llrovfkfer is n,ot require the 1F)ep(,;uttiicJ1t
d to hi,denirdt'�,
or the Alliancc foi-,dainis,c1cmands.,actions,or causcs�'.&actioti ansing solely,()ta ofthe Department's or Alliance's ncgligcnce.
17. 1 ms u ra n ce a n(I B
17,1 Provider must pro,vide continuous adequate liability,insurance and worker's compensation i"nsurance cov,era,ge,d,ur,j,.n,g the
existence of this contract,and,daring any renewal(s i(s)of it,,The Alliance shall be included as an additio'llial
)or extensim
i insura we icy or policies and a cop�y of the Certiflicate of Insurance shall be provided,
insured on the provider's liab,lity i I pot,
I 'Whty 1[,bridentif"Yingg and deterniii'liing,the ty,pe(s)
-esponsl 11 11
annu,ally or wtten any cl�,�i an gres occ ur.The Provider accepts 'r i I I t
and extent of liability insuratlice necessary to,provide rea,soilable tlnat�wlal protections,f6rthe Pr(lwider��itid,the client's to,
besel,ved under thl's cont-l"C"'IC Jpon executioti of tills Contract,the Provi,der shall I'l6mish the Alli,ance written verification
supporting botti, the deterniinatjon arid existence of such insilrance coverage, The linlits ofcovera,V Lltidereach policy
t7l 4P
tnaititained by the Providerdo not liniit the Provider's hability and obligatioris under this contrad. 71"he Provider shall
r -ifilcation of'instillance covet-age thrOUghOLIt thC WrIll Of thiS
ensure that the Alliance has, the ni(:)s,t cu[Tellt 'W,ittet-'i vet
contr,ilct. Such coverage tnay be provided by a self-insurance piograni, establislwd at�id opetating undet-ther ki w s o t"t h,C
State of Florida. 'I"he Departn1lent calnd the Affial'IU reserve the JAght to,reclut're addittotm! insurance as specilied by this
Contract.
17.2 Throughotit the term of��this conttact, the Pl-ovider niust maintain ain insurance, bond Rom a responsible cornniercial
I 'S 11 n ,
insura[ICC conipany coverinl�) all ol"ficers, directors ettiployees, and agent, of the Provider, aut''[wrized 1,o hanAle f, ds
received oil di,Sbtirsed, Ul'ider thi's cotitt"act in an an'toutit cot"i''ii,"i"iet"is,t,ir,ate with the FUnds hatidled, th,e degree of risk as
d cmis'stent with good business practices.
determil"ied by the itlisurance con,ipany an i i I
I"for m a I
18'. Con,1"I'dent ia I
The Providershall, tiot use ot-disclose any, itiform,�ition concerningg, a rc,,dpient of serv-ices under t1iis cotitract for any put-pose
I a )erson legally authorized tog
probibitedby state orfe�deral l�iwoti�e,�rtilationse,x.ceptkv�itii the writtvti consent of' Jve that consent
ot-when atithoriz d by]alw,
1,9. "ealth Insurunce Pot-tabilit- ajid Accomitabilit Act
A __y
Where a)plicable, the Provider shall,c(:)niply with the Health Insurcance,Portabilit.- ati,d Accountabfllit�,�� Act(42 USC 13,20d.), aS
I Y
(4 5 C F'R 160 1 '162,an d 164),,
well as all regulations,Pronitilgated theretindet
20. liteident Re
`Fh e Pi-o 0 d er s,,li I I n o t i fy t 1,e,,A 1,1 i an c e i m,n,ed i a tel y,b ti t n o ki te r th an fo ity -s, oiii the Provid,ei-'s awarene,ss,
20.11 a 1 1 C y-eigh,t(48)hom fi 1 11,
or discovery, of conditions that n1lay niaterially affect the Provider or Sub,contractor's abi'llty 'to perfbrm the services
requi,red to be perforilied tinder this confract. SUCII notice, shall be, i"nade orally to t1le Con,tract Manager(by telephon,e)
with,an enlail,to,inmedia-telY, follow.
20.2 The Provider shall i,tntii�ed i ate ly report kliowledge or i-ea-sonable suspicion, of abuse, ti&glect, or exploitation ofa clidd,
aged person', or disabled adult to the Florida Abuse Flotline on the, state,%vide toll-fi-ee telephotie 1"Itumber ('I.-wo-
-ovi I 'I -ig t po'n I Rlbcontrcactors
96ABUSE). As,required,by Chapters 39 aInd 415, FS, thlis pi, s'oti "s bindil 'I both the Provider,
and its ernployees.
21. BagLkj,-jjpty,.y�Loflfica,tionl
'o t I I I I I I -Contractors
Du,ri,tig the term of this con,tract the Pr vider shall imined*atel tit" tl,,i.e Allian,ce if the Piov'der ts assignees"Sub
Y 110 F Y
or affiliates file a, clatin for bankruptcy. W11thiii, ten, (10, days, after notification, the Provider i,�n,ust also provi'de the following
in.forination to the Alliance: I) the date offillitig ofthe batikruptcy, petition; (2) the case I'Minber; (3) the court name and the
divistol"11 111 Which the petition,was filed(e.g.,,Northern District of Floridal,Tallahassee Division);and,(4),the narnell address,and,,
teleplmne ntimber of tile bankruptcy altorney.
Page 6 of 57'
22. SVonsorsbila iijud Ptfl,,,AIKUN
22.1, As reqUired,by s.2,86.25.Fla Stat-, it'the Provider is,a non-gowt-nment-al organization,NN-bich spoti,sors a program 11naticed%:vli,olly or
in par[ 'b),�, slatc fini(ts, ificluding Rttlds, oblaincd thn-ough th,is contract,, it shatIl. in publicizitig, adwil-fising',, or cles'ClAbingthe
a,,sponsorship ol"11he 1)rogram. state, "Sponsorcd by- [PROVIDt"R NiNM1,11., 'The A4,11ance forAging., Inc.. alid the, Suite ofFlorid,
Department of Elder Affairs." If the spun s,orship reference is in written Material.,the words"Alliance for Aging,Inc."and"S(atc of
Florid,,,,i-, Deplslirtment ol'U'.1der t-Nffairs"sluill appear in all least the same size lel,l,ers or,type as the nanle of the organization.
2 2.2)1 ThL- Provider shall niot use t1ie words"Alliance r A ing, fne."'or"The State of Florida,, Department of ElAer,Affairs" to indicate fo gi I
t -ior to, s
spol"Isorship Ofa pirograni otherwise flitnanced, unless specific authorization hl�s beenobtained v,,(I i e A I I i a n.ce pt tj e
23. Assigninents,
1' (MAI ol�'thc Alliance. An 211, "I'lic Provider shall i'lot Gtsslgn,the rights a,11cl riesponsibifitics undcr ainy,contriicl �%,Jffi(tit the prior xv Aten appir �yl
ar lransl"O,�ollici-w-Ise Occul'riti,g wiflitout pirior wriucti,approval of Ow Allimicc vvill constittite a niateria.1 breach,
stiblICC11111sc.
ofth,,e contract(,i,r agreen,'i,eii)t,
212 1"his,coil'itract sliall remaiti,binding upoli,the sticces,sors, in interest of the Providerand,t1le Alliance.
"24. Subvonfi,acts:
er 24.1 The llro vtd,er�is resl onsible fo"r all vvoik p erfiortned atrid tor all,comt,noid i ties produced,P1,11"S' Llant. to,this cont'rac
actuafly ffirnisli,ed by tlie 1.1rolvider or Its subcontravots Any subcontracts shall be evildenced by a,kvi-Itten docunient and
I . I 1 1,not Subject to cond4tions,of approviii the Allian,ce deenis necessary�.The 111'rovider,ituther agrees,that the Alliance wil i
be liable to the stibcon4ractor in,any way or for any reltas-on.The Provilder',all itsexpetise,shall defend(lie Alliance agai,nst
any such clainis.
24.2 The Providlei- shall lironll tly l"My -any, subcontriactors Upon t-iecetpt of papn,ent fron'i the A1.14ance or Wiwi, state agenc,,�y%
F iltu 'I Fla. Stat.,,tinle;ss other�v,[Se St'fated h1i this a -e to niake payiIients to any subcotaractor l-i accordan,ce vvi'th, s,. 2,87.0585,
cotits act between the 1)rovikler and subcontz'actor,,will re'sult in a penafil-,N,as provided by stattite.,
24-3 ]-he Vrovider shall 1-11oni'tor, at least rice ixr)reiar, each ofits stubcontraictors, St,ibix-'eclpiervts., Vendors,
ancl/or. Consultants. The Provider shall per form. prograniniatic rnorutorinio, to erISUre, co.nftactual conipliance, at-id Z-1,
progranvinafic pl iet-fortnance and co i,pli,,Cance vlth applicable state �tnd federal laws-anid regulatiotis, "I"hie Pro vidersfiall,
111(),nitor to efilsure-th,at titrie schedules are tnet: the b"Lidget and,scope of wo,rk are accon1plislied,within,the specified
perlods,, arid, other perffirniance goals. Tile, Rrovider shall also perfbi-rn fiscal and administrative 1,110111toring foi- a1l
SUbconti'ac tor s to eti,stu-e fisca]accOL111tabifit'Y' '.
etvt po,ficy'that assu,res inax tniutn five an,d open cO Ylpetifi011, SUCh PTOCUrenie]it pofic),w
24.4, The Provider stiall1mve a,ptoctlieun I
C011trac"I procur,etild"it egulafions,,,as set,t'(,,)rth in,"T'ifle 2 Code,
n'utst wnfornil a's applicable,with Fedeml and State incy and r
of F'edet-ta] Ikeplations(CFR),.Pert.2,00,Ch.287.0,,57, Fla. Stat., U.S.Office of'Matiageii'ient arid BUdoet(OMB)OrCUlar
'I F P ogram,,emd I 101, Florida Departnient o,f*Matiapenietit Seiv ces (D,MS) Rule 60A-I A.,C and,with theDepartment's r
S er1v 1 cc st I I a n dbo ok.
24.5 Ttie Provider shall dedicate t1le staff"niecess,4,iry t,(,), nicet the obligation this con,tract anid en,sure that subcont"wtor,s,
:11 xcordi,t'lgly, The provider stiall ensuire that staft' responsible 1'(,,)r performing any, duties, (r l.
dedicate adequate stal 1,A i , I -the qual"Icati ,Arn "s Programs an,176nictions%vithin this contracthas fir tonsas sp�ecified,in the Depa ent' d,Services Handbook.
Unit Cost Methodology ReUiot-fs:
ow
(9 01
1'he Provider slui 11 subni,it Retrospect iv(�;*1,Jn i(Cost Methodology(RUC M)i to the A I I iancie tuin,tia I ly,but no later th an n,invt)
1 0 Nr (.,gr'an1
calendar days,, after the 1'rovilder F1,scal Year ends. `1`11,e RLJCM S'll'all reflect act'lual costs ofproviding each,service b,.,. pr)
fi,)r the preceding contract year. Costs associated with, services providedunider,this contract shall only include allowable direct
at,id indirect Costs as def-hied by applilcable state kaw, If the Provider desires to renegot We its reimbursienunt rates,,the Provider
shall rnake a request in writing to the Alliance,, with the inclulsion, of a Prospective L.Jitif Cost Methodology, in,accordance,with
the Allian,ce's,approved Rey mhursement,Rate Review Policy,,which is incorporated by re "area ee.
26. Funding Obfiggtilons,:
26-A Alth"Etnice fOrAging,Inc,ackno,wledges its obligat K)n to pay the Provider for the performance of the Provider's duties
and respoiisibili fie s a forth, in, this C(,Ultracc.
Page 7 of 57
12 "J"he Alliance shall not be liable to -the 11rovider for, costs incurred or per-150miance rendet"ed UtllreSS SAICII c osts, al'id,
perforntance's are strictly in accordmice with the tertins,of t1iiis contract, inckldin,g but not limited to terim,govet-ning t1he
Pilovilder's promised perfonnance md unit rates andJor rcimburs,ement captations specified.
_)a
263 "Flie Alliance shall 1�mt be fiable to the Provider fi,'m any expeiiditures%vhich aw tuA a1low,able,costs,as defined in, 2' ('11"IR I art 200 iind
��45,CFR Part 92,as,aniendedl.,or�vhicti expenditures,have not been made in accorda,twe with all aplificable state an(i ru,11es.
T in v 1 o
,6.4 he Alliance sliall, not be liable to,the Provider for expendiftires made t i lation of reglulad
101IS PI-011IL11gated Linder(he
or thIS C011tract.
Older Airteri cans,Act',Depaillin ent ru les, F lori da Statutes,
d - , ,,a3 Oy(.A'Pr�ovid er
27. 1 ndga!L, 1111W�� M!
1� L
It is the intent and understanding of the Parties that the Pi1-1.)vide'l-, or (Aily ofits Subco,titractors, rare independent Provider's and
are n(,,)t enmployees of the Alliance and sh,all not hold theins,elves out as, ealploNY,ees or agents ofth�e Alliance withoul specific
atithor,ization froni the Alliance. It is the furthei," intent and under'slan,ding ofthe larties that the Alliance does not control t1le
e'niploy-nIent practices of the Provider and wil,l not � I i Jon,
be liablefor ati�,y NIvage and hour,em, loyment discrinidnati or other labor
P
andeniploynient,clainis,agaltist the 111rovider or its Subcontractors.AH dedtictio'ns foir social secti,rity,withholding taxes.,niconw,
t(I x C S,c o n t r i but i ot'i s,t o u n C I'll P I oy ill ert t,C 011,1,P e n sa 0 on,N n d s�i n d a I I n ece s s ary 1;1 s u ran c e For the Provider are the sole respolisibillity
of th,e Providei,
Paynient
le'llderect at d iiiivoiced b -ovider. Tlw,Alliat"ice will have
28.1, Pa"ymeiits s1lall bL, niade to tl.,Ie Provider as services are, r I I I y the Pi I
'I I-ov n
filial!approval of the invoice for payment and,will approve ttie invoice for payinent oifly ifthe Pi ider h1t,s met all tert
an,d conditions of'tile contract', unless the b1d, specifications, PIL1,17chase oide'r. Or this colitrcact specik otherwise. "I'lle
approved invoice will be submitted, to ttie Allia,rice's fiscal. de,partt,nelit tbr budgetarNl approval and, processing pet-
ATTAC]"I MIENT'Vill.
28.2 "File Provider s1lall nizintain doct,imentalto'll to support paym,ei"it requests,which shall be available tothe Departn'lell't Of
11 the Departt'nent ot-t1le Alliance upon request. Invoices t'n't,tst'be SUbl-nitted 11,11 SUffitclent detail for a
Fil,,i,ancial Seiv'ces,, I
14
proper pre aUdit and post audit thereof The Provi(ler sliall conlply wit i,all state arid,fe' deral, laws goverti"ing payinents to
I
be m-ade ti,nder this con,tract hicltiding,,but tiot lArnited to tli,e following,sections 216.18106)(a)&jb)t 215.422,,Fla, Slat,;4and
the Inivoice ReqUire,,t'i'lents of the Reference Gu,lde l"Or State ExpenditUres file Departi'llent of"Finat-icial Set-vices at-,
The Provider shall aiah�itai�n detalled to support each itein otl�the iten'dzed invoice orpaymelit rex,p,lest I-or
,cost refin,but-sed expen'sels,'fixed rate or deli'verables,' fOr this coi-itract, including paid',sub-contractol,1"111NO,ices,and xvill'be
produciedr upon 1,eq,Llest by,theAlliat-ice."T"he Providersti,�all osi,ly request reinibuisenlent forallo ible,expenses as defined,
in�the laws and guidil.19 CircUlars cited in this Coiltrlact sectkoi, 6, in d1e Reference GUide for State Expenditures,, and,at-ty
ottiet-laws or regUlatiolls"as,applicable
2 8.3 "'I'lle Provider afl,d SUbcot'itrcactors shall provide w-ilts of deliverables, iticlu,ding repoills,fiindings,and drafts as specified,in
011,to P1
C,Y''. I I, ,
tftis,cotitract to be received arid accepted I-,)y the Alliance pril 44 ment
29, Return of Funds
T[ie Provider shall return to, the Affiance ai-iy overpayments dite to unearned funds or f4ilds d,isallmved (,Inld ally ulterest
It lbutablL '"any contract or, agreem,
at,r * to such fbn(k P,L1,rStU311t to the ternnLS and conditiotis, lot ent incorp,orating this Contract by
ref"cren,cethat were disbursed to the Rrovider by,the Alliance. In the event that(he Provider or its, independent auditordiscovers,
that an overpaynient has been nuade,t1le Pi-ovider shall repay said overpayment Immediately withotit prior notificatlon from the
Alliance. In the event that the Alliance flirst dis,covers, an oveil),ayment has been inade, the Contract Manag,el ml 'Otify the
Provider in,writing of'such findit-Igs. Should re ap,yient not,be,iiiade Rm-timrith, the Provider shall be ch,arged at the law,fild r(alle
p
Of interies,t on,�the outstandirig balame pursuant to s.55.03,F.S.,after Allimice's notificatioti or,Providerdiscovery.
30. Data InteLgity and Safegmarding Information.
I Ile Provider shall, ensUre an ap ropriate level of data security for the, iltifomiation the! Providel-, is collecting or i�,isitva, in the
P 4D
perfor'Mance of this conti-act. An appropriate 'level of security incluides approving and tracklj,,ig all Provider efriployees that
request systeiii or init"on-nation access and ensuring 'that, user access, has been reni(,wed f,Irom i(All terminated employees. 'Fhe
Provider,among other,requir, nients,, must anticipate and prepare, f(I)r the loss ofinfortilatlion Processing capabilities. All data
and,softmam must be routinely backed up to ill'SUre recovery from losses or outages of computer,systenis. The selcurity over,the
back-Up data i,s to be,as struigent as the protection,required of tile primary systeilis, The Provider shaIl 111SUre all SUb-Contractors
Page 8 of 57
mali,itain written pr cedUres for con�'Iputei`s steni backLip and recovery. The Provider shall,prior to exect,ttion ofthis agreenwnt
70 Y I I
coni.plete th.e Ce.i lification Regarding Data hitegi-lity Conip]lai'Ice for Agreenients, Grants, I oans,and Cooperative Agreeniellits
f A
prior to,the execution o'th�s,co itract. as part of A,TI` CHMEN`F 11.
31. Social Media and Personal Cell Phone us'e;
311.11 Inappropriate use of'social media and personal cell pli,ones may Pose ri,s',ks, to DOEA's confidential arid, propri,etar.y,
i
inforniatioin and nizay Mize con pliance with legal obligations, By signing th, Ct I rovider agrees to the
. jeopa, I is Con'tra
follo"Ingsocial nwdia and personal cell plione use
31.2 Soci,al Media Defti,ied. 1"he terni, Social Media and /or persotl�,al celkilat communication includes, but 1s,not litnited to,
I 'I I iating, SMS (Iriciticting Direct
socIal networking websites, blogs, podcasts, disctission f"brui is, RSS f�*eds, video sl
7 itagrani,'Fik"Fok,Snapchat, Google I langouts,
Messages(D,Ms,),Messages,text ntessages,etcj� social networks like ln�
What'sApp, Sig,nal, Facebook, Pinterest, arid T�,vittei at-W cotitent sharing networks such as, Ffickr and YOUTube, '11iis
I
includes,the tran,sinission of'sodal n"iediatlit-OUgh any,celkilat-or online transmissiot'i via,any electrollic, ii,�iternel intranet,
or Other wircless con-imiinication.
31.3 A,ppItcation, to tiny dii-ect ot- incidental DOEA or other state businjess. This contract aj)plies to any DOEA or other
state bUS Itless condticted on any of the Provider's,Subconiractor's,,or theiremployees'social media,accounts or through
personal ceilLilai,-,coniiiitini�ca�tioti.
3 IA A.pplicallion to DOEA and Providers Equipinent. This contract applie-s rq,),ardless, of whether the social 1,11,ectia, is
accessedusingDDEA'sff fti,clilt"lesaiideq,u,.'i,pm�eiito,requi,piiie�i�i,tbe,loi�,igiiigto ProNfider,SLU bcon tractor,Or the ir respective
Equillptri,ent Includes, bUt is not hitnited to, personal con�i pII telrs, celliflarphones, 1)ersc)riall, d1i
P gital assist,,ints,
saiart Nvatches, or sn,i art'tablets
31.5 Florida Governinenit 11tir t1iie Stinshine, Florida Ptiblic Recordis LaVVr, and HlIPAA. Providerackn,owledges that any
DOEA or otlwr state btisiriess condticted b
y social tnedia, or' through personal cellular IS Subject to
Flor"I'da"s Gov,ernment in the Sunsh ine Law,,Florida"s Public Records Law(Chapter 119,Florida,,Statutes),and,the Health
Insurance Portability and Accotintability Act(I 11PAA.).ComplUtice witil'i these laws arid otherapplicable laws are ftirther
dt',itailed fi,.i thecotitna,ct,
3 1, 6 Prohibited ot,Restricted 1"ostings.
Any social tiwdia posts V�Jlich, include Photos, videos,,or nanies o,felients, voluntelers, staff"orotheraffiliates ofDOEA
rtia only be posted NOICTI aUd"lorized by law and NvIleti,, any required I IlPAA atahoriz� i
Y I it ons and any other consents or
authorizat ions recit,i 1 red ptirstjant to 17&leral,or state lm�v,are on file�k,ith tile Provider"s records.
31.7 Assist DOEA NvIth Coinnionleations. Ct',nitactors, rnay be asked periodically to assist, I�n distributing certaiti DOEA.
conin.i,uiiications throijahi their social niedia outlets.Atiysuch treqtiests should be posted in adl'iterence to the socIal ni,edia,
�L7 , I I
require,n,i,ents herein and the otl,107 provisions of't,his contract,,
32. Conflict of Interest
The Provider sball estilbhs,'h safegtiards,to prohibit etilplo,yees,'I-I)oard nicillbers,nianagetaient and SUbcon tractors,frorn,Lisil1g,tticir
organ izational corif"l,ict of interest o persondal
positions for a PUrpose that constitutes or presents the appearance of'pers,onal,ot
gain.
'No eniployee, officer,oi-agetil of the PrOVklff Or participate irl selectiol�l,, or irt the award of an, i 91 C 'I C 1,t
stq),ported, by state or federal fLIII(IS, if a ConflIct of ilnte�re,stl real or apparent, xvotild be involved. Such a conflict wottld arise
when: (a) the ertiployee, officer, oi- agent; (b) any tnember of his/her jainiediate fani,ilyl; (c) his, oir her partner; or (d) an
organization, which empk,)ys, or l i,s abolLit to C'MI)JOY, an'), of the above, has a finvincial or other interest iii the firill Selected 'for
award."I'lie ProvIlder or subc,ontractor's,offiters,employees or ageillts will neither solicit nor acceptgratuities,favors or an-ything
ofti,ionetary valtie froni Providers,potenti,id Providers,or Parties to subcontracts.
Purstiant to Ch.aptejr 4, Section 2of the Depart'nient of Elder Affairs Progr-ani and Services Handbook,no Provider ni.ziy etinpl,qy,
in any capacitY, any mienibel"ofits goverwitig board oramy f�niily ni,eniber of a person,on the'board,,
The Pro,viders" board members and, management must disclose to the Alliance any relationship which. nmy be,, or niay be,
i
pelt-cervedto be, a conflict of ititerest within thiilly (30) calendar day's,of an, in(lividUal's origin,al appointinentor placernent. in,
thcat position, or if the Individual Is serving as an iiwLini,bent, within, thuty 1(30) calendcir d-ciys ofthe commenceillent ofthis
Nage 9 of 57
Contract.The Providers"mployces and subcontractor's must make the same disclosumsdescribed above to the Providers' Board
of Directors. Conipl ran ce with this provision will be m onitored.
33. Public EnflOr Ch
Purst-writ to s.28,7.1,33,1 F.S.,,a person or affifiate%vho has been placed on the convicted,vetidor list following aconmak.)n for a
public elitity crini,ernay not stibmit a bid, proposal, or reply on a contract to p,rovide any goods or services to,a public entity;
11'U1)' 110t SUbrilit a bid,propos,al,orreply oil a contract with a •public entity ftn-the coilstruction,or repair 017a,pUblic bullding or,
public work- may not subri'lit bids, pro,[)osals, or replies ori leases of real Propertyr to a, public entity': rimy riot be mvarded or
perfotin work r Provider,supplier,sub-Contractor,,or con.sultant tirlder a contr,act Nvith any pti,blic entity,;and,t: a� r rt transact
bo�s i nes s xv I th a n y 1)u b I i c e n t i ty tn,e x ce ss o f t he th re s I i,o I d,atri ou n t pro v i ded j n,s. 2 87 ffl 7,F,,�S f1b r C ateg o,ry Two 1"or a pe,ri od,o f
36 months ("ollowing the date of being placed on the convicted vend,or •lis,t. If tile 11)rovider,or aln:�,r of its officers or directors is
comicted,()f a public 01tity,cr'nie durin,,g thpioftiiszgeenie P ofiieAc1 , N -
co n , d � iane11 .
rriplian -%vith this statute sh,all,c(.)ns'(it,Ljte a bit-each of this agreerTient.
34. Ruir err asift Lv.-
34.1 "Hic I"rovilder may purchase articles NOilich,tal-e, t'lle su,b"ect of or i -c requhred to,carry otit any Contract or,agreei,nerit ftotii,
J ii
Prison Rehabil itative Industries acid Diversified Ent el,prises, h1c.,(1:11 IDE)identified Under Chapter 946,Fla. Stac,in the
satrie nunner and under the prmed'UITS, set follb in ss. 946.,,51,5(2) at'id, (4 Fla. Stat, F'or put-poses ofthis coritract.,, the
Provider shall be deemed to be substituted for the Al lance EnS,ofar-(.�-i,s de,alings kvith, PRIDE,1-his,clause is not applica.ble,
L
to subcontractor's unlessother'w r ise eqUit"Ield b),r kam'. Nr�abbi,ev rat ed list of'products1serrvices,avaik1ble frorn PRIDE, ni��
IV
be obtained by contacting PRJDEI'� 80(),643-8459.,
w h 1 c h a tv t h e S Ub i�ec t �l"'o r err:e re�q U j red tar c arry dire, i c on t rac t
34.2 Tfie Prolvider may procure an),,�recycled products orri,iaterl,,�,flsl,
in accord arice�vith, the provisions of section 4,03.7065 Fl-al.,Stat.
I 1
343 'Fhe Provider,may purchas,le artilcle's t1i(it,are the SUbject of, or required 'tio carry,out,, any contract or agreetiletit fron'i a
i1onpr,(,,),fi,t agency ft',v the Blind or for the S,everely H andicapped'that is qtndi11"icd pursuanl to Chapter 4 13,Fla. St at., irl the
s ILI,I,atiic tiia:ii,,ner and utidier the same proicedut-es set forth, [ti s. 413.036(1)and F'la. Stat_ For 1)furposes,of(411S,contract,
the Pro,vider shall be deemedto be st-ibstituted for t l'ie Alfia,ticle 111soffir as dealings, such qualified nonprofilt a,gency�
are, concerned. Additional infortflatlon about the designated nonprofift, N(,im,)re,ncy atid the, products itol7fers is available "at
litt,pl:,��'/,Www.t,,esp,cctof'floi-ida.o,i,�,& This clatise is not applicable to subcontractors tinless othervvise reqtitred by, faw.
35, Patetits,, ighihs's-Rualt"35,1 If thin contract is avviarded state fti,nding atild 1 Fany c,l iscovery,,in.v(-,,,�n1k)n or copyrightable mia,terfal is deve loped,proidticed
0
or for which ownership Nvas,pUrchased, In the course of or as a result of"work oi-services perf"ot-fi,wd mider this,C01,14.1"("'Ict
-mition or tiuterial to the,Alliance�,to be refierred,to the Departrnient, Ariy and a1l
the Provider sliall refer the dis,covei ,P, itive
patent rights or copyrights, accrUll"T 1.111der this, contract are hereby reserved to tille, State of Florida in, accordance xvith,
I -,o v�s ot'i s h a I I be t 11,o,s e t h at are
Chap ter 286, F:gym PUrstiant to s,.2,87.05711 amended,the,only e xceptio t this ns o, pi i I
c leai ly ex pi-ellssed,car,i easoriably WdUed in,th is,cotitract.
35J 'if the ct 's the cre,ation, of intellectual property the State of Florid'a shall retain an
prirna.t-y purpose of this contra i C
un,erm,ttiibered right to Use sti,ch property,not w[th-standing any agreeni,ertt made ptirsuant to(firs section 31,
35,2 If this con,tract is cawall'-ded solel p kleral i rrrdig o o d ,`Rn , e egrtl 2 Cl R art 200315�
36. Em micy Pre at'I as miid Coritinuiti,of Oper k)ns
The Provider shall', NN,Ithin thirty(30)catendar da �s of th,c exelcution of this contract,,SUbri'm to tile Alliance Con,tract Manager
verification of ail eniel,-gencyr preamed n,es s, plan. In the event of an eniergen.cy, tlie Provider shall riotlfy the Alliance of
0 A
crilergenicy prov isi oils.,
i, of slervices by a sub-Coritractor tile Provider shall retain respolisibility for
In the eve�nt a siwation restilts iii ca, cessatim i
perfi-mimalice under this contract and riltist follow pix)cedures to,ensure coil t i-mi,i-ty of operations withotit interruption.
317. PUR 1000'Forim
"Be P,UR 1000 Form is,hereby iincoij),o rat ed' by, rieference and available at
I �,"'TT"I R K)t G-enet-Ld.
j, C01'"I tell L�dov,'n,10dil,
--------------
Nap 110 of 57
111, the Clivent, of any con'flict, bew,een the PUR 1000 Forni aild, arty tertiis, or conditioils of'any cotitract or agreement te,rt'n,s or
Conditions the,contract shall take precedeiice over the PUR 10,00 Forte.. However, Ifthe conflictino tertris or cmidfflot�is in thes,
PUR 1000, Fot-t.,n are reqtured by any section of the Horida SurMites,the terms,or conditiotis contained in the PUR. '1000,For
sh.all take preceden.ce.
38. Use,of State and to Purchase or InI r V Real Prorty,
, le w
Atiy state funds pi-ovided Foi- the pLirchase of or, improven'ients, to real property are cont-•trigen't Lipon the Provider or polllti n1.
st,tWIVIS1,011 gil-anting to the state a,selcm-ity interest in the pr(,,)l)CrtY at least to th ni'mint of state f0inds provided for at lela'st 5
years fi-oni the date o f ptri-chase or the.Completion of the ial.provenwnts,or as further require-,d by law.
39.
,Any dispifte concerning 1?,er,for'niance of the contract shall be decidedby the C"'ontract Manager, Nvl,,l,(,)shall redttce the dexisio'll'to
writing and serve a cP
o, y on the Prov ider.
,
40. No,Waiver of Soverg0i In'I'll'I"Upill"
Nothing contained in this ag rce I'll ell( is intended to serve as a waiver of sover,6911 1111munity by any entity to which sovereigil,
i I'll nil,1.1 11 1.ty iliaNY be�,applicable.
41. Venue
If any dispute ari st'il ("),tit Ofthis contract the venue of"sLich leg alt-ecoUrse will be M.Aaiitii-,Dadle COLHIty', 1-
42. Entire Contr4,wt
- a coas a is ad oio4arh,iscntrctntinll ttternnctditin, "-reed.uponythe Parties,. No oral agretnent orr en tat i o hall be
valid or binding tip on the Allianceor the Provider unless expressly contained herein,or b),,a written anwridnieni:to this contract
Signed by both I'larties.
43, Force Mal'01,
The Parties wil I no( bie fi�able fl(,,)r any delays or, failores in perf'orinance due to circumstances,beyond their c,(ImtroI, provided, the
party expericileing the force majeure conditimi provides jinniediate writteti notificalion to the other party and takes all reasonable
e,ffims to cure the co'lididon.
44. Severabil, 'ISIC
t ha t i f The Parties agt'eCI' a coLtil,of competent j1tIIrisdJcti(n deems any terni,or conditioii, herein void,or unenforcezible- the other
p rovisio ns are sevemble to that void PrOVISIOn,cand shall renizin file ull fb,rce and eff"ect,
45. CondIt re edetit t IC ntr-act: A rationi1r
Q Q E.0,
T
fo m I nt al,he Pafties, agree that the Athatice's, pier r ance and obligation to pay under, th,s contract is,, contingent upon an, an i
appropriation, by the Legislattire to the Depiartn'ient and,a cot-re-sponAing alloca(ion undercontract from the Departtlient to the
Alliance.
46. Addifion/Delettoll,
The Ptarties agree that the Alliance reservies theriglit to add or to dellete, any of theservices reqtdred titider,this,contractwhen
deemed t the State,of Florida's best interest an reduced W a written amendment signed by both I'larfie's,, "rhe Parties shall
i ne Ir tl ,t leoni,pens-adon, for any-additional services addled,
,47., Wa hire r
The delay'orfallLtre bythe.Allianee to exercise or'enforce,ali-,iy ofits,rights,unde,,r this contialct %Ill not constitute or be ,eeaie
a wir of the Alliance's right thereafter toenforce those r gh,ts:,,nor wfl.any singleor partial exericise of any such right preclude
an,)�r ot[i.er or further exercise thereof or the exe rcise of an,),p other right.
48., Coin-pliance
Th,e Pli o v 1 cter sh a 11,a,b I d le b),,p a I I ap p 111 c ab I le c u rren t,fed e rca I statu mute . I aw s,, I U I e s an d regu I at i on s a s,%v e I I as ap p 11 c A I e car rent S t to
staulitle.s., I&ws, rifles and,regu Asti onS,policies ofthe Departnnent,and,tfie terms ofthis Cotitraet.The Pames agree that fhilitil-e of
the Provider to abide by thiese lawsjL,des, i-legulations, 1�ioficies, and ter'nis of this Contract shall be deemed an event ofdefault
J un,atin,OL111ced special ri,i,onitor, ing,
of the Provider and sLibject the Piovider to disciplinary, action inich.tding, corrective actioll",
i tetrn,porary aSSLIMPtion, oil"'the operation of'oneor mo,17le contract'LlIll services, placeni,ent of the Provider on probra tr.onary status,
it'n,plosing, a, i"noratol-ILLM 011, ProvIder actloill, 1,11,1posing finai-1161.1al penalties fOr non plerforniance or nonco mplia nce, lor other
adminillstratIve action to,Imn'iediate,L1111la ter al cancellation at the discretloti,of the Alliance.
Page 11, of 57
If"theAl I iiance finds that the Providert'llits to ablide by a1ltapp I licablecurreiitfedera I a,,nd state staftlteS,laws,rLdesand regulatknis,
as"Tell tws c(II)i"iditions,of this,ContrCale't,the Alliance shall providetlie Provider a,Notice ofVlolanon Nvhich shall It,ticlude'Cir Concise
statenlen"t of the specific Vtolations of the Provider,and the t1a,cits refted LIP0,11 to establish the violation.
L.Jpot�i,receipt offlie Notice of Violanot'i.,the Provider shall,have twenty-one(21)days,to respond to tile Notice ofVlolation. The
Provi(ler's res onse must,include a statement of any disputed issues of Ii.iiaterial,fAct and a concisestatement ofthe s, ec'fic fca,cts
p P I
the Provider contends warrant reversal or deviation, from,the AlItance"s'proposed action, including an, explanation ofhow,the
alleged ftacts,1'elate to the specific ruliesstatutes,or,"contractLial terni.
FaillUre of the Provider to,respond to 1-he'Notilce of'Violation with]n,(Wenty-011C,(21)days shall,be deenied,a waiver ofthe Hgliits
outli above and the Alliance wilill,proceed against the. Provider by def-ault.
Ttie Alliance,upon receiving a.tini,ely filed response to a Notice of Violation, NA-rill fotiNrard the respo'nse and all, acconipanyi,11.9
1,
docutnentat ion to the Contract Matiager toreview and c(nisider, s,hall, within 30,days after the receipt of
the 11ro,vider"s response, file an order which lays out t he final detemiination,of disciplinary action'by the Alliance,
49. Final Invoice
"Flic Provildcr sliallsubnll4t 1111C 1"ITI'al iji,voiQe 1,Or payn,'ient lo dic Allj�,,tn,cel�is specifired iii tb6s contract. lffl"ie lli�ovid,er Ilails to subrnit requicst
for pCaytrient as spedfied it'i this con,tract,tf"ieti,all rights,to my,iien,t nay,bile f"br-t-eitc1d and the Ailian,ce niay, ilot lionor any requests stfl)nlitted,
An playn'lent due t-indcr th,e Wilms of'this conlrcact nilly bile withhchll until all rcpoftls chie lh.m,u thic Provid,cr and,necessar),achustnilents thereto
liai,,,ebeen approve(]by flile?\11ilaticel.
50. ModificatIO1111's
Modifillica,tions of provisl oils, olf this Contract shall, only be vali'd wfien theY h,ave been I-educed to writing and duly
i
signed by both parties.
51. 1), wss I ,, of Work,
-ion
The Alliance n1lay in its slole discretion suspend any or all activities under this contract'vOcn, in the,,Depcli-Caient.ofElder A-1-17111's,
I -ovider,written,
and/oi thel Allianice deterniin,es that it is in the best interests, olf State'to do so. 1 fie A,1141nce shall pr�ov de the Pi 'I
--o, bitidgetary
notice,ouffining the pa]-tiCUlars,of stispens on. I munples ofthe reasot'i for suspension include, but arenot hinited 1,
constraii-its, decliaration, olf eniergency, or other such circtitii,,stajaces. After receiving a suspension notice, the Providet- sihalll
d shall not accept any purchase orders,, Within n1nety days, or any longer period a, reed to by the
coniply with the nonce an
1)il-o vi de r,th e A,I I i a nce s,ha I I e i th,er(I 'I s s ue a n.io t I ice autlillorizing resuniption of work,at which,tinie activity sha'll resunile, or(2)
tern,'ilriate Ili e Con,tract or P1,11-chase oide�r SLISpension of work shall,tiot entitle the Provider to any,additiona] conipensalion.,
52,. reirgiiiiatioll
52.1 l rin I n at 1 o n,fo I-C o n v le n 1 ern,c e."Firl i s c o n t 17a c t nii aly,be te nn i na t e d by ei t li le I-,pa rty W i t h OU I.c a u se Ul'31on no less thati,tli,irty(30)
calendar�days" notice 'in.writing to the other party un1ess a sooner tinie is mutually agreed upon "In wrifing, Said notice
h ve "ficat'lon of delivery or any expedited delivei service that pt vides
shall be delivered by U.S. Postal Service wit I'll I Y 70 1
t -epresentat ve ofthe Pt-ovider respon,sible for
VC11111"ication of"delivet),1 or by hatid delivery,to the Cotraralict Manager or he i I I
ad m.it�ii s t ral I i I on ofthe coriltract.1"he Provider sl'iall not'furfdsh, ally pl-Odilct after it recielves t1ile notlice oftertnitiatioll''.exceipt
1 11 , I -ovider shall not be entitled to recover ally,
as necessary to coinplete the c0fltillUed,Poi 'on oftille,contract, if any. T'he Pi I I
cancellation charges or lom pro-fits.,See notes,on en,liad,regarding this paragraph.,
k 0
52,2 "Ferini natioi,,i folt,C aLlSe. Tl'I e A]I iance In tay,teriin inate t h"is Contract i f thw Provider fa'i Is to(I)del iver t[ie proliduct wi th I n the
0
tin1e specified in. the cori,tract or ariy extet'islon, (2), n.,mintain adequate progress, thus enclatiore'ring perfortimnice ofthe
-egu equirenient,licensing requireti,.w it,
contract,(3)hotior any terni,of the,',(4.)abilde by any slatutior),,requirie"inent,1,. latory I I
� I payinent becOille Liticaval table tbr t is Cotitract. Tile Alliance Nvill bl�e
or Departnient,policy or(5), "n the event Funds f6i hi
t1T -ovider
the final authoi`ity as to the availability and adeqUa,C)r of funds. In the event oftermn'tation Of''thILS contrac the Pi I
'will bile cloilipensated t,br any work sat isTactor-I ly,coi,11pleted prior to tile dtate of terriiinattion. The,Provider shall continue
",,iork on any work not tertnitizited, Except 1"Or detliults of slubcontr,actors kit any, tier the Provider shall, not ble, liable -for
any excess cost's ifthe f il,Lll'e to perform the Contract carlses from events coinpletely beyond the control, and with,out the
�o he default of a SlUbcontractor at any tier,and if
rmlilt or negligence,oft[ie Provider. Iftl'ile falkire to,pert' nri iscaused byt 1, 1
the cause of tile,defc�Ult Is coln-,ipletely beyot-id the control.or both the Pt-ovi.d.er and fl-ile subcontractor,and withiOL'Ittile t111111,
or negligence of either,tlie Provider shall not be liablefor any exc,ess costs flo,r'failure to perfOrm,unless,th,le sub,contracted
products or services were obtain,l fro'nl other�
"'lotirces in suffil'Clen't tinie R)r the Provider to nlect the required delivery
schedUle. 1,1,after tiet In ination,it is detein�ihivd that the Provider was not iti,defi�,iult,or that tile def ult was exict,isablie,the
-,(.,)r the conve '
rights ,and()bligations of the 11iirtieS shall, be the same as if the term i.nation had,been issued f n ie,n c e o f t h e
A I I la n ce. I I he ri.glits,a n d re ni,ed I le s of t 11 e A I 11 aric e 1 n th,1.s c la U s e are 141 add I t I o n to any oth er ri gh Is,a n d re tne d ile s,p ro v i id ed
Page 1.12 of'57
by law or under the Contrad.
52.3 L,Jpon expiration or,terniination o 1iis, Contract, the Provider and stibcontractors sh,all transfL�r all, Nthc records in its
possession to,the Alliance iatid destroy any duplicate pit-iblic records drat ire exeinpt oi- corifidential and. exempt ftoni
ptib rds lic reco (4sclosure r eqttircmertts at no cost to,the Alliance. All electronically stored,Ncords shall be provided to
the Alliance in afi:),nn,at th,,it is,coillpatible vvith the Alliance's inn ormatiotl technology systeni(s).
53. Su,ccessors
I -t h.e A I I i a rt c e o"fi)e P,ro Od e r,s u b ,c t to I h e assi g i i trie n I
V I I 111Q�Upon the sLiccess,ors,in inte es(of e"thei 'I I
i-his contnact stiall, i tn,a'n Mrid', je
114"O'Vi'S1011S abavv.
54w Electronic Records,and Signature
54w 1, The Alliance aut horizes, but does, not require,the Provider.-to create and retain electronic records artd- to arse electronic
signzitures,to collduct tr swans act'1011S tWcess,a,r,.N,1, to carl'y oUt the tenn.s of this,Contract, A '11'rovilder that creates,alid rietaill's
Cl,eCt,1-(.),,nic records,and uses electronic;signaturesto conduct transiactim"i's,shall coniply with the reqtdrenwi�,its,contained iln
Tr,�nsaction Act,s. 6,68.51("), Fla. St�a,t.All.electronic e ords 11111SI be filly attditable� are stibiect to
the L,Jniforni Electr()Mc , a 11 C I ,11,
Florida's,Public Recorlds I aw, Ch. 1,19, iand, Fla. Stal. nit,ist coniply with Sectio n, 29, Data Integrity and S a(�gu ard i n g
11nf,`(,)J,n1,a try n,,niust maintain all con nick ntiality,gas applic,able-and niust bc retained and niialritalned by t[i(,*, l"rovider tothe
saille,extent as nonClectronic recoixts are retained and nialn,tained as reC[Ult-ed by thIsCoritract,
54.2 The Alliance's a-uthortzatioii pursuant to,this section,,does not authorize electronic transactions,between the Provide'r and
the Alliance, The Provider, is at'IN.),rized to con(Jud electrontc tt"ans'actions with thie Allulnce onl,Y Upon f6rdlerwrlitten
consent by the Alliance,
5 4,3 Upon reqi.iest by�,the Alliance,(lie Pr(,Mder shaIl pri ovide the All lance wrth nori,electron ic(paper)copies of records.Non-
air an
Clectronic (paper) copies, I)rovided, to the Allkcnce of atiiy docunlent that was oilginally in clectronic fl-ni, vV
electrom I c;signature imst indicate the person and the pers,on,"s,capacIty w1lo electronicaIly signed,the document on any
rion-clectr(,"mic copy ofti-te doct,ument,
55. "Spe-dal Provisions
The Provider agrees to'the (61low-ing provisions.,
55.1 lttvestlgafl,()n(40-Inihia] Allegations:
Any report that ini"Plies ct-fillill,cal inte"Fit on,the part of t1te Provider or anly S'Lib-Contractors'and ref5erred to a governtilental
01 Inves treat ory, agency Riust be sen,t,-to the Alliance. Ifthe Rro�vjder has reasori to believe that the allegations will be
nt agertcy, the Un i ted States Attomeys office, o�r Other goveri'mental,
refet-11-ed to the, State Attorlicy, a, law enforceme
"dei sh 1, other wr itte,,n iiate, a I
(.1gel1c)"',the F)t-ovi all notify the coritract nm,nager. A copy ofall, do(:unl(,,Nnts, reports notes,ot
concerning,the invest rigatioll,whether,M.the possession ofthe provider or Silb-Contractors,must be sent to the Alfiance's
C atiager�Nrith a sitni,ni,ary ofthe Inxestigation and alle,P),ations.onti-act 111'r
5 5 '112 VolunteersM
`Fhe Frovider stiall enstire the t1se, of trained volurtteers in providing ditect services, delivered to older, Individiials and,
j i 'I'd I I individuails,xvith d'sabes needing,SU'Ch services. If possible,the, Provider shall work in,coordinatioti witli,or9 a 1 n 1i zati 1011S
7
that have expellence, in Providing training,p lace rnen t,,, and stipends f' r vokinteens;or participants,(Such as,organizations
carryi,tig out federal service, progra..'t'ns adn�ilnlstered by the Corpofation for National at-td, Ca ninixinity Service), in
C0111 Ili U11,itN,service sett ill,gs.
55.3 E n fo,re e ni e as t
lle ikilance may,�,Nidio ut uaking an intern'lclit o h oa( ae, l 1) , ind the contram, if the Alliance
fiiids,tfiat,
553A An I'll I,c n t ion It],or negligcnt act(.-ff ffie Prc),viderlilas matei ially,aff"ected t1le friealth,wvlfiauc'01,safoty dcliclits scl-A"ed pursuant
to,this contract,or s1ibsiantially and negatively affected,th,e oj,)cralion of services cov"ered under tiviscontract"
5 5�12 The Provldcr lacks I'Mancial stability sufficicilt to rl'wet contracttial obligations or that contractual fkmds fia-ve I)een
In isap pmpri I ated;
55,3 3 t he Provider 1'.T�IS C0171mitilc d multiple or repcatcd violations of legal alid,regulatar 'sItlatidlardsw regardless of�,vhethe,r such
la%vs ol-regUlatiotis ale eiil"orcedby the Alliance,or the Provider has coinnutted ar repeatcd vioha,fions,ofthe Alliance or the
Page 13 of".557
qy cs, w`,'"' r .s �;� ti ..�W �s ,,,� w, .,w "�;.s�. �„ -� I�� �:r,,':., w�,.�. w
I .��s ,,,.�w ,, ",:� v.... ♦ r „YM dY," vl ^ .�W w. •�.�hw (,., s `r �," ... .:
55,14 u� I��u... �u i ��� �u t u�u wu,u � ,�� �u.u. u,�u u� �u a uuu u uu a wl �u u u .�� � � ,� a u l�.�u.u u ��� � �u� u,, II ��.Lu�u���.�w���u
3_ "The Provider has,fadc(.1 tu,),adhcre to fliVe.terms of this cu�ultr t t..
In the a,t utua luv.s.the
A.Au�*.m�.c uua,,al its
sole
olW d.u,. .e tuouu,tkak e uu autn du-,a .mmeasures,
Wa.u.es against
uunst ie Provider,
uoviue., u u,.i c A.uu ung �o,uue c
t.0 v.
actuoui,
� K�����W.. 1 ���X �. :d�. �f e w v n� ,;SL.. ;dY re.�... ;..,�, ,,. .�, �.:� a:�" R;-..,. w 1"r,.q,......+, services,
�� �a�r ,i..��., ,,: �� �.. mi�� � �����..�.�m
:w,. I, d ��i I r I.. i. more
w ..�n .�s ,. .�s Provider
.. ,.,' ;Y'P
�uuu��uuu� u,uuu �l �.����u ��, aut�� u�twu, ��� ���� � .� :.: � :u,utwu.uu � ul �� .�� � tuuwt�.ul u
�y ball
r, ,, � w,,....... ' ;'� F. u.w, Provider
..W..�. r .. I H e ....s n„ ..a;,� n.
�� �u.. ��tuu�u�u�uu W t��t.uru�., uu�u� u.� uu�� �� u.���..���.�.�w�u�u��u��� ��r �u��u���� ��. ����wa�� u���u�:��c��,�u�, uu������;u�,��, � ��u����u,� ���
a�u�u uuuuu to aati: actin ii,
I
" _; g �,
�. ,..�n....n� w ... ,.s h �, d �r 'r.,',W ! ..'W.,, a the
I. w,,.,' v..�Y�, ;.H,r ,a .� �..,,v ;-q.a..r� .�.,,.,,.,.�n..i,. .....,e
w. �. �u�t u�u�tuuu �uu�� ,��.,� uu���u�u��:.u�� ,uu��� u ��� �����u������. �:�� .� .l�u��u��:r�, ��.��� u�� u.���u� �� ���u �u�� �� � � � ,
.� � � � � �� ,,. a� ��,���.tau ����� ��.,�u �tu.�l�u��� a���.u.u.� � ��
;p ,'h , Any,�'" .v ;'�,,.,�..",a 7'w I. .m w a are
exempt
..w, "�r..".n:.W. shall
w.
.��� uul,�ut. � � � . ����.� � l�u � , 0 a s, �, w,�,
� �� . � �.�u ��u �� �.�� t�uu... �.�w u������t�.uu� ���������.��.uuu.u.�u�u�u���u.uuu �.�u �t�u � u���.,�,:���u��u, ��tu��,�. ����l l bc
brought be l'Ou e th,e,41pproprmle eiirity,m thic vellU of M itauun u-I Mcl C'0111°ut wr�
1 Ile 11 u u e u %v ul t ptuiuuws tfi. use o co.,uit ur w t t"mids by se v ua t M n1a.Xuuuuuuu possible,uuu u e of uud � d a i"%v ut a th.s s % $es a iim!ed
bY this contract,"11,11C Provider will spend-cffl fluu°uds provided bly this otAra ct:to provide u. iu,servuc ,
5.6 Suuq iuu /Deft`i( I, poi-,;
i.'he 11101VI'de will subni,it.,t onso liclate uu u�uu .i W - w m, w, �I� M ��.���:'��� ���.�t Mgt��,�i�.��u��i.�um udcd by t,@ic M kunc to t.ii ll.u,c�u.uuce (.,,ouutrat, Manager
V 'k .p �. ..c n,�nv., .n,,.) ,^ w I, .M1� i.��' (.;., M,.,.W, ;^W
tuna�,aau�puu��rw7.tt.�nn�l t`��'��� uru� u.uuu� � ��� �.�.� u�iu�u��a ��u�u"�uu�aur��This report u � � �c�ta:�uu �� t.�,�r��,u�l�I� uu,.�"�:u�i�;u�:uu�uu tI��I�� �ivauu� �,. � ,
report t will ii,iclude(tie foiiu,win
.&J he Provider's detailed pll u l on h(m ([i,i uirp u of clefi,Mut eiidun ,exceeding tiw 1),threshold will be i- sol cd:
55,6.2 u.uni,bei ol'clieiils cunvtidy oiuu the A.PCL.1 that receive a p r 1io it,'a miking (4) "r f)Vc i 'fie
5,6. .unube ol"chentS CUITC11,11Y Oil the/k,F L.desigiiated as-fuuuuuuirit�,tlt Risk,
,
,55.6.4 Numberofclients wu °,� ,ti 'Aging�u� . aw sa u*1u�yResource� Center .C" Client t a t �)
accordance with des, tit it.o. / l'ci °iaa to gei'lient policies",taa i. m t �uaaa� ��a.� ~ �a.il abl ut� ,
t�O��ayy��.,q 'p �:,��....t�u{�ial lien ,I�I�u�.t �' �ait o ervic ..��,.the Banc tt��.. tt sole iscrett.ul. t�t.11educe, "�t.tt°�ding akvard t h ����'M�m�eider
ww 1�l:r.M •.��� ��.Y��.Y.��:::��M� w M.,. � ',,,',,.� �,..�� " �r,,. n.,.." ' Y ii a.�,, w',W�,.��.� � M �,wr' we rw .. �e W" .��,year.
"...
u � t gas sure to monthlyp aan and psi .lecte�to incur surplus at th arse�t is a.a .
55.E rainin W I'liv rovidet- ill attend all 17ecltdred ti-c-wit to tid n,'iee n.os schextule by the AQ ianaC M
5 ,, Cron raa an, ear
"T"he Alliance tuay substitute any Anima ce en-iploycc to serve as theContract `an,1'1, ea.
The tna:antat.e ad .tm s ,and telephone nt.nlbe�of the rel,,)resentative for the Alliance f r this,contract is,
Max B. Roth,n,mlll JD, Ll.,,.M. President and CE10
,NW 107th Ave,, Suite 214
I �aa, ,� lo,l-lda a 3 172
g
f'J
r
The mme ,dr , d tele ➢ion tit n,[). %r the representative of tile Pr iderrespions,lible 1"or,administration oft'he program
under this r tr• , t is:
"The [Irovider ji,aurne, as shoNNunon gyre, ➢ ofthis clontradt Nlont-oe CountyBoard,ofCo,unty Conluiiissioiiet's�.
a. ajiA rnailliri,g, (-address of the official payee to Nvti,on
Payment ,➢I, I I be iTiade is"
➢.1100 Stmot °r
➢fie °U .
➢ r• ➢Grali m, Director,
➢rru,rncial and adni,rnr tratr r c r ➢ ire r iahl'it lnled r dwy Social rN�r )�ln—➢ orri.*Services
West,Kev FL 33,040
,r' e name, addresslland telephone nuniber f the Sheryl Gratiai r, Senior➢)ire tor•
Monroe
ty Board,t)f County Conlrilission"el'sT
r epr� � rit��:tr the "r ovid, r. *r or rb r Social[ �° es/Iri- ��nl S"
c,,s
,a dr i i i ,fir�tion � t➢r; . r•olILD()t-m and r t➢°r.r con t r , �
West, FL, 3330410
"'rhe s e ctip..rr,aii ��o t ri. it�r�r the,AAA hicrM ➢ eques
Conti-"r t 11(m it:,.
T[ie naine,address,and telephotile ofthe Contract Alliance,forAgijig, Inc.
Manager,For the
der rii, Florida 3 3 172-3155
n the, rat different representativ,es are des,ignatedit➢i ,r partly, after exectm rr of this onti(.r t, notice t➢r n,ame an, ,
address, e new
V" "Yu w8,",w3:. ,a i R%e Nvill „9,M.rendered
er r.. : writing h other
party
;: wy n d s k ,,d notification
a, o.,, M, .tched to. riginats ..',. w"
contract.
➢➢r,r rr.tr t tid its Atdlacti iemi and ny ex"I'libits r retice d r rr it➢attachment's, (gethe v it r any docum,ents rrr r r ted by
reference, main all the terais atid, o iditio n agreed upon by the r r . Vera are no provision. t rrir , !idiflor ,,, or
oblrA
,�'x :"�' m' »,CM. �;1M '9M sm supersede
"h',aN ,.MF.d �.;'"� . • .. -w, ,•
r atr r�r t er r try rr t os nt�,rrrr .�. herein,an t r contract hall rr r a➢➢ r
�Y r�,rror r���r��r�rr�rtrrr. � rrr�.ttr. r.r, r
agree i,ent , .t ry wrri.tt rr or verbal betwelen the Parties,.
Page 1
Bly signing � � a° „theParties ages (hat they[mv t-ead.and a r �to h entire contract,
m.I�.x Nv W 9 A 4 .'E M r ii . ;y l y ^,m t. have
dr , r ...uuu , I executed
" . iir by
i'.M q . i m=.�#s e..i e ry officials,
naPo a m duly
N . i 4h
IN :
Provider: Cain missio n c rs,Sov l'a11 Ser�v In-H,o m
Service's ALLIANCE FOR AGING'','INC.,
SIGNED BY'- SIGNED BY:
T
Page 1.
I � �
f 1
INDEX TO,ATTACIIlMEN'I`S
Attachment II CERTIFICATIONS ANDASSURANCES,
Attachment ASSURANCES O FrRU :' N PROGRAMS
Attachnient VII BUDGET SIL)'MMARY
Attachment VIII INVOICE REPORT SCI-11EDULE
Attactitnent IX REQUEST FOR PAYMENT FORM'
Attachment X RECEIPT AND EXPENDITURE REPORT
tta hnia nt C BUSINESS ASSOCIATES M."REENIENT
ACM ENT I.
SECTION 1.SERVICES TO BE PROVIDED
A DEFINITIONS IMF TER 'ANDI,ACRONYMS
I AIMS
AIhii -' Diu A
Atzhemer'sDisease Initiative(AD])
,Activities of Daily Living(ADL)
Area,Agency our A�ing(AAA)
Assessed Liu-i'or t I, onstu nil-Li t(APU)
Ackilt Protective Services,(APS)
Corrective Action Plan(CAP,)
Dcpa tmefii,t of Eider At irs, Prograni a i d Services Ij ndboo :(,DOE A L-l.A 8 D BOO l l
L....:tome Care For Disabled,i t Adults l M,
1II ('I'LIIIIC,iu ul ,Acti itie of Daily l J in lAD[.........
Memory i Nsorder '��'linilc lL &,
Departn"vent of Elder affairs Handbook,: Ati oif icu l d ctitnent of A. TH DOER zmu:lbo(� )l includes progr r u
policies, procedures, atid standards .L�� ��1 � � u� �.�� I � � � �� �I � u�.� � �� � 1. �� � � �:�� ed prog
ratns. .ti
ivinti'ul i.q., late i's provi'ded through a Notice of l n tructi n L .
Functional., .�.,�,:.,�,�. .,.: ,•'u �',:..o°:�,��' "� re ,.a'�'.'�, a° ""+ "h� r'"w"."w :�, ., �r" �..�... �� ..� ,-.,"„ ',��,,,,�N I ,.i '�..� .�,."�' y.�. .m -.,.��e � µ "',.,... � ,: •���
A merit: A core,.� h,en u,'' s t�nl t and intiltuu im�,u „i� review ,
independent ai,W ii,i the least restrictive icti Itiving aru.auu eincnt,, DOEA Lorin, '70113, is Causal 'b case nianag u„, to c ndt,u t the
fin icti nal assessnient.
w
emo i i de Clinic: Research, ric t I. progratns cr ate,d pursuant to Sections 43.1. 02(l) and F.S., to provide
M `^w .� � P € y ,tom�, � °;,�, � � �,. �° �^ � ,,,� ���, �� r � develop
� ��
diagnostic i , . �Z1 Isar i. ,c nd,ti t basic rid service ��f to� ��.,ulti isci linat a �u� 1 (end qcw�t�.��� u���u �� �uut �� ,1
Proviso:
,� ,:� ' ., '� ...� ��...'.r ii.0 ,gyp•..�.r ..n�i v.�., i^IM ��. ,.,,.. � ..,iv ,.�..., n M restrict,
,;�®,:�,.', �,, W....�.. ".�� v,� �',�.eW i � b ���. ,.���.i.
ov iso: La.,ml1g, a Lised in genet-al l u .� u i t�u r"u ill t �.l�.ua uuL a r t� ct the wia i� hicli ,specific our t
be expended.
Prograim, Highlights.: Success stint ,', qLiotes,, testi.monlats, or I.,minan-intetrestareused in the Department's i
u nima.ry of Progratils,alld,Services(SOPS), t InClUde inflo a i,ati n t i t helps tell the story of how rog ins,and services
Specialized, Day Care: Licensed Specialized lzhel e s Services Adult Day Care Centers, ficensed M' accordaricewith
p �..,,� Iw I �e, they
,.�.gyp- �, � �7 � i p� ��� client's.
".�rvu � r
Section429.918, .�'.,S.'., that are cons Ii • Models because a they. �o d,d ci ii tz � ices for .: lie t's.
1pl �i _l Lea 1.l�, i lc�w 'de all Up-to-dateii ti.n ii Spec i, i"zed l l'I i u'�I r'l S i. Adult Day "are Centers,.
Specialized K .' Services:Specialized i�1icur���r � ���,� � i. , care centers include but ar�e not Iimt
tc
to,those listed below
't Provid,iing, and. train n the specialized needs o�f persons with Atzhelmer s diseaser related meti,,ior
disorders and caregIvells.
I. Providing specializedc i i us tuat promote,,,,maintain,uI the ADI client's physical, uniµ td e,socla,spiritual,
r nioti n ul.he itl .
a, "rovi fig g themes uti uu uual health, eta and ect,trit int r�t�cw�� yi , l.0 u� l care,and Sul � ut services1��:�u�'tl�
Page 18 of5
1. General Statement
+�p'.. w."� r ;',rr'9b ''+"�r,� _ ,"the
"..; 'M w��wr ""�I�-'�,r �� ., � p,� ,. ,r " , �I � ,.� . �a ;.� r,.. w.r ."�y'�•.w �y'",.'ry
1i purr s l t � l i t address th �q r,ul reeds rub rr�divi ltr�� i r� 1 ,,their at'ii�lr.l l and c r r ,r r.wr "
. Alzheimer's Disease 1,111fiative Mission Statement
e
The ADI prograni, asststs personsf lr l Nvith AD and ottlerfort- ofdenientia to lave as indepetidently as possiblev rth
� � � fly to rnb r end �r ,l r 1.
. Authority
The relevant rr . r"i.try' v e ri l r I l i-a rr e
c. The C r�k.) ��� r n .' F r111 b r are 65004 aiW 6,5002.
w Scope of ServIce and Eligible Iridi urn
�.��'����y j Provider
I. " �!'� q�' a. ��YIM. rM.. fiscal,
MeY� " ��.. �. ;a ', i uvu � u
+', � , �. Pu.; -p , a. V � the
r�u: � �u �: i a rya �� k rh,..' ..�r, ,r 'ry i , Jw•,W, �.ion
,re a,..'. age,
i i� �� ry,,. r..�'��� �� ��i ���. .; � � ��� a ... ��.,. ,r...
l�r q .r. r r.r r. r l r r r r ra.rr r Ire rl and .ul �r�bona rurraunage,nient�l he �l. l l ro rani perr l�.r n ra .
.. " ,i,....�r �,... services
,'®',r W�..^ shall
�.� �,�. ,ui: �'� r��� •ql ..�....1d M •..':.Y Plan,
���� J^:"'n ,'�� .,1�°�r: '� and
the
"ny, ,I�w��w ..
�q,• with I the:"m' � r� ',"RI I; ,.�
The l r grar ti �, r is h ll! 1� provided r r l rrr r� -inn r I sisters th h Area lu lan, ors rulldl�t 1 n th cm-rent ent lx rw
1....1an,lbo(.),l, w1lic�r are rr� �rl r rtu rr �mnce. "Fie r: r l r. agrees, t , bound b all tibse uen �nrr iendr� r� s, 'cin
. .' DO
' ', ' °II�,., �,the
.A•r. w.•i w�� agrees,
"�•'JF' �w -q i'�•yM '..� '.,�.� r� `7F'.. ,=x d� *'I�,� �'�"rn @��� �:;;,
revisions to h F a book, and t �r.lovid �r err c all r�r tr r.r r rr lnienit an rev rl rrr�ns,
C C'Nents to be Served
"r x q. q" ,q � I M "
rye D ro rani,addresses, special nee ru�r lr r rrxr rs Ith �r o r r r lit 1 disorders and heir caregivers.
:w
M Client lei u lili y
BeClients,eligible to,receive services undet-this,contract tnusl:
I ..� ����,, u... ., tl, .�� W �,.� .' y r .'+w r..w x�. y m +!. ern, a ,.n' x� , .,; ,r a'w,. ., .: .. �u..rv.. related
,ar. ear � r odder ��nd brave err iagn r r,,I l � or u r aced�.lrr�,rd, r,l or r�r ted�l'having 1� r.r a r l to
disorder;- i,'
w enrolled 'in, dill lzheirr�. r" Services Adult Day ears, e part U Want i who has a O r��rr r rated lr riosii.
rM yr • " ,,
.l l�r rrn,e"� :r.l I r a meat r-rel�a ed disorder A.r, rm,r fr ni a licensed l r r r�, r rdq ell h. cian istai Ir
licetised advancedt,egistered,IlLirse pl4actit:ronerM tatild
c. Not beenrolled lrr are. lr Meth ar.ld capitated l rr '_ et-t r cure progranl.
3. Ta rgete(Il 'ire ur p
Priority
forr y for®services
ir ice,provided
r. r o ra nder this,
ry r� t M1 shall,
a ll � � r n, those
�� ... o+e eligible
lrgr le persons
Mrsonw a. , " d to
bI a t risk ofp],acenient
w w w e>
r.r anrr�st''It rrtr. .rr.0
el-viceTasks
r� the
Provider
.� „ shall
x�""rr,M„ , M� r�. w �..vw r• .� ;� I' , � r r I",. Iw
F ach r� (loal �uf 1 � l r o r�rr�ru, th 1 r ovider� hal der lorni, �x r nsLir brat r SUbco r r actor r r u i9,the, ll rr1
tasks:
.� �Provider
" � ,�...,shall
�. , �: �a�'",-.�, data
.Mrr ".,�.,. n,,wrr �"',.�, � .,,. ,. " ,. y.. .,. . ... u • .„ ,y, r. '. �r. w.. ., p .v r ...
The Pro r. er+ hallensure that r applicant ata r ltiat d rw determine 'lr rl r.lrr • �lr ibifi• to born � chili r based, n
tneetIng the requirements described in Section .C.2,
I' .,I:, �.�w,.�p p t ..., � the
� ,. r,:�� �r-�criteria
.r�x ^�war,are
�w TM.., I �tlX 'rM "� ,..'u'+�" ,.'I low
w,
h Pr video ,.-ill errr. Ur�w,th � ll rrr r r ear err r.r l t :r rr.�r r�r, .new :lr r�rt Un h Uen low r r r lr r
.l..t is not the
ili te'nt the
I p: a w.m en to r rito x existing,
xis'"ng, clients
rr-P � `r niservices
, .r p. � ..rP. eNr cli
entsa rrg assessed,
w e`qyd arr..
wrglr r-,Ile for sir- l deli er pw
Page 19,of 57
a. InimInent.Risk individluals: Individuals in (lie,cornimunity whose me,,ntal,or physical health condition has deteriorated
to,tile deo.t. c Iflat self-cam is not possible,there is tio capable caregiver,at-id nursing hojue placei.,lient is 11"k.elywithill a,
mon,thor very likely within threv%(3)rnontlis,
b. Set-vice prioi,ity, foi Individlials, inot included above, regardless of ref" rral source, �011 l deternii,,ned through the
Departni.ent's ftinctional assessment,administered to each applicant, to the extent funding is,available, ,rhe P rovider
sliall etlSUre thcal,priority i's 91'Ven to appitcat'ils at the high,er levels off"rallty and risk ofnu,sing h(,,),nle placement.
3 r im its
The Provider shall n.ot perf6rni,any tasks rehated,to the project othei.-thcan th,ose desiertbed in this col"Itriact,without the c.xpress
writte'n consent of the Departiln,enl.
B. Staffing 11eq,tilrements
1. Sta ffing Levels
The,Provider shall assign its own adnitill'strative and support staff as necessary to i1leet flie obligations,ofttii.s contr4act("uld
shall t.,�,,n,sure that,subcontractoris dedicate adeqttate staff accord ingly.
2. Professional lQualificati,OJIS
T'he Provider shal] enstire that the staff respon,sible f6t. perf6rilling, any, duties or FIL'inctions withil]i th,is Contrt,"'ict, have the,
qualifications as speciflied in the current [,,),()EA Handbook,
T'he Provider shall ensure the iivallabflity of the services listed ii'l, this contract at tinl,es appl."Opriat"e to rrieet client service
needs including,at a,minimum.,during nomial business, liours, or as otherwise specified,in,proviso or the Subcontractor's,
approved service provider mplication_Normal busitiess,hours are defined as Monday,through Friday,8:00 a.,rn.to 5M pt-m
local tinlew
4. 1 Js,e
If this cotitract iiivolves t1w,use of a stfl.)contractor or thril-d then,the Provider shall not delay the in,ij.)Ien�ientatlon, ofits
agreenler"It With (Ile i c,olitrack,)r. 117 any circumstance occurs,tliat i1na.Ny," restilt in a delay for a,period ot'sixty(60) days or
more ofthe initiation of the subcontract or the perfcm-niatice,of the Subcontractor, the Provider shull il,oti r t1le A.111ance"s
Cu.)I,ntiact Manager ot'such delay.TI'le, Provider shall not perin wt.ta SUbcontra,ctor to ilw. services related,to this con'trIca:0,
Nvithotft hav.n -alctor agt-eetneta ewCUted. The Departnwn.t w 11 ot be responsible oi- liable ariy
l I g a bindfilig SUbconti C, I I i n
obligations or clainis rvs,tfltilig ftotu uch action.
a., Copies Of Ijbco"Aracts
The l"'rovider shall subtilit a,co I py of all stibcontracts,'to the Alliance Contract Maimgerv,%,ithin thirty (30) (lays ofthe
subcontract being e.xecuted.
b. Monitoring,the Perf6rrnaiweof Subcorutractors
I 1w, Provider shall inonitor., at least on w. ce per fisc,al yeail-,, elach of'it's subcontractors, subrecipietits, vendors,, mid./or
n.s -ov I"der shall perfortii fliscal, adm,itill.strative,, and
gilt tit i as pad fi-otn I"U' nds, p t"ovided u nde this
's c ot'ar t tac'. 'I'li c Pt
Pro9ra1,i,,ln,l,at,1.0 11110til•to"I'ttig to ensure contractt,,ial, coin,pllance,, fiscal accoUlItabillIty, progr,,a,a,lrnatic perflonimancQ, aild
con'll- Hance with applicable state and,,fe(leral laws and I egillations.The "to ensure that the budget
is I letl the,scope of work 'is,accoill i I I m Cl irne eriods,and,I plished "ith.in,the specifie ti P 1, other perftormance goals stated in th isl,
conti."act are actileved.,
c. Copies of Subcontraetor Monitoring Reports
The Pi ovide'r shall fbt-w'(-a1c111 a copy of all subcont1-111cluor Molfltorii-,ig R,eports, to the Alliance Contract Maitager %vitliiti
t1urty(30)days of the report being lissued to the Subcoiltractors, Subrecipients, Vet-idors,andfor ConsuR ant s,
C. DeLiverables
Thefollowing sectioti provides the•specilllc quantif"iable unit's of cleliverablesand sou,rce documentation r equired,to evidence the!,
con�ipletlon ofthe tasks,specified H1 this contract.
1. Delliret-y of Services to,Eligible Omits
The Provider sliaflell,Alre the provisiol'.1 01"a continumm,of'services addi,essing the diverse needs,ofindividuals,with AD and
I
their caregivers. The ProvidtN17 shall ensure Performance alld rep(.,)i-11ng of the, following services iti accordalice with tile,
curretit DOEA Handbook,which is incorporated by referenceaii d Section ILA. of this contract. Documentation ofservice
Page 20 of 57'
u�.e[IN .a aI al t. uaa lu.de a report Consisting ting of the full a w inI.F r1aa.nibe r clients r , number � service ������ provided
service, and rate per
vice 11111t ithcalculations
nlculatuan that equal tipA,total invoice
ani u.nt. T �c ontMU IM OI ,ua ises provid
under this contract include tliose identified by ffie Rfllou,ing,service tegori
Respite and,Othet-Sei-vices
I Car
2 Aide.. .
(3)Case Management.
aaiva,�� �� aa iuya
Hotising Improvement
9,),Material A :.
(1 1)ResPit Iti-Home).
I Respite(l�-i ii;� ,
Specialized AlIamr ices)
I ecialized Medical E tiI. ni,ent:,Services,and ul lip 4"aaau
I 4, "1,-ran sp rtat.i on,
2. Sei-vices auuj ' Units of Service
The Provider s
rovideR b ll en tut that till pro v aala services
!' described in this co ntr a t a in a ci c rd,a.Ia e with
the I
u e t DOEA
I aai () , ca a-r the
service
a a c. t'a. w i.eµ M Il.eul in
.. Section iIA. ay Budget aa mn��aa ° A.t.ta c.. a T ant X III lists
thea, am that
.iA�M�, ..A, i � 'MX ..UM NW �.Po.�"';' A; I �W., '..6YX :�9X �mm" �,. V° lM ,. � be
u�;�aa uw I u a�I`uaaaaau�I I ru�atilbu�.uu u�a�a,au.ruut a.aulat rat.,,� th uaau�tlau.au, I I �a�uuiu aft, sand (lain M r ice a,uu at t pe �nit spa I raid
paid pear, u.um"at to tile Budget Suninliary f A ttachni nt V 11).
w dau i'auiiw trati °I e � I aaa ibiiiti�
a ..
The Provider shall I,ru� uu,la.r management aa�fu� oversight �,l„ I program�aa��u a r.,,u�u�.a�ua�u� au� accordance a �u tl�au� current DO EA
Handbook. N[an ageni,euut and oveu- i ht of A I I I,�,q ram operations inclu.ua.l the f(, llowing:
r, Establish a...y � r, �' r„� �.•Q�.� -.."M 7e.. ',...k 6" :. ,i i I W i���r„ .. ^ �, v� v �r "::5.., w,�,',"� 3 S r :.'� � ���:.:.Y'�' � ',,� .'.�4
"..., o €. u - ,� .f U , . .. sal : , P
�aM u�.°a�tatau�al�a,�ua�� uat �, It.�I���..l.�a a�a I�at and �al, I��aul�,., a�I�tu. to �aa�I a�� a �a „I a�,aaat �� l��a� llhu� i..,� .
law Provide i technical l assistance"t.o ui c(,)a tra to and,ven&)irs to ensure provision of quality s ry I i1ces.
c. M retina (aaa l ev alamte stIbcontractors and vcndors-for-, I..��u a u a� u u anu-n tl d fiscal, n,,ip a n
iwAppropriately a�:ubin it ji,aym m t: au contr aCt r.Sx.
Establish
u�. procedures, ha,,ndhng recipient comiplaints and etisure thelt SLibcontractors, develop and Ian lnieaat
a i la,hit procedures to, process and resolve cl.ent dissansfaction wit.la services. Coti,,iplaint procedures h all address,
the quality and tiara ltn services, Pro v I 'a.Mr arid it"e t ea vacs .a.a k r cmnplmilts, or any otller advice related tu.
., ;�';,�.than
� ..�., "�' o.� .." I �� ..3��.�� :3�.'v "� is• ��...•g, �, ,.' ;.. re. process
..°ti;°w c, ,.� i .,
complaints. u.tla a than tern inatuu ul, I.a lesion r r u��a I as aa1 SC I u� that requiia the riev a I:.rotes � esctl
-'���- M 7, w w �.�: -a rm �,� w• .;.� ��..m, ., � ��..:r ;w;,'::'�'�v � �r� ��� -m �. -n....:."k � N shall
A rr �:
in�AI?pen Ia . ,Del)°�aatu�°a rut o f Ide Affiai.a a ,gr ad. air '�a aces I I�.a��l �.Th avail�aa�ta.t Pa�� Iaaa la��i. I. �ia.I
ti ta.;Ia ration to all clients of the r i,pl int procedure and,, include tracking.aa g the date, nature of complaint, and,, the
Bete rtua i r°u.at i o n ll c o ni p I,ia"a t.
f". Ensure crrnipiiaaa.ce %vjth Client lient Iail a-unati n aild,Registration Tricking Sy tuwl i. 'I TS reguiati l" .
g. molaitor,OLItc ame Iawas,ti� in accordan ith, set:by the Departiment.
11. Conduct client satisfiaction surve,ys,to evaltiate atld improve r°ice delivery.
D. REPORTS
T3 Provider s ll a l a ad toadditional a uataaa�. r special a�, a. , ts for
ua a.l anm o la and reports
aborts aeq U is ed by the
A lh a a� in a
tilnaly an; nn.eL, as d1leterrmned by t1le Alliance Caataat Maaagr% rhe Providel- pail lestablish reporting u : dates 1
Su.-bcon rica for that i u�a•a�i th r i er taw meet the or reporti: g:reg,ti.r u a aa• .
Rett-ospective Unit Cost Methodology(:RUC '.
Tile Provider shall SUbn"fit,ca) Reltiospective Unit Cost . � y no later thail niftety
. ul ,n d r days after the Provider Pa u l Year 'end. Tile
R[J sha
ll re t"Ied i l costst �, providing
each
service by
l rogr uaa Ia r th preceding Providerfiscal u. II true I�uu � a�I a u M sir t � a u ti .tuM ut• a� aa�u �aa a�a a t.I� t ti,u� u, u�u� u.
lItall ni a .ud a request in citing to the, Alliance .accordance with they Alliance's approved.Reimbursem.entDate e ]C
Policy,NCI»h iuwh is iticorporated by reference.
Page :. u5.
2. (eCIR' 'I"S" Repor-ts:
The P,Mvider shall ensure titriiely input of AD] specific data, irito eCIRTS, 17(.,�) ens-tire,eC71,1111"S(ficitia accuracy, the Providet
shall adhere tothe Alfiance's,eCIR.TS,Data Integrity Policy and use eCIRTS-generlclted reports wli.ich include,tlie,follo"ring:
a. Client Repo,rts,
b. Monitoring Reports;
c. Service Reports-
d. Miscellaneous Reports-,;
e. �iscal, Reports;and
f OUtC(Alfle MeaSUres,Reports.
3,w, Surplus/DeficitRepart:
The Prov ider wi 11,subill it a conso I idated surpt ti s/defic it repoil in a fol-i'll at prov Ided by the A I I i mwe to the A 1,1i iti ce's Contract,,
Manage,rin con unction %v ith tee,,re,quit-ed nion thl,ybilfing st,1131,111ISS1011. 171w,,i-e,l.')01-,t Will [11CIUde thie ftfllmv,ing-
I fitindii-ig utilized each r1ionfli and Y'rt,)
C1, Actual contr4actelIC
Nani,bcrof active cheints,con,irared-to the iavei,'a�e jitimber of chei"Its ftinded in the contract
c. Mtmid,fly alid YTD nu!llhet-of ut"Iduplica"ted clients,served
-es]
CL, Detailed pilati, on how mi,,y projected s"urplus (or deficit) spending exceedi,ng the Stirpitis, allowance th.t hold iti the
All,iaticie Policiles" incoipo rat ed here by refe.re'rilcelt Ixvllll be resiolved,
•In accordance wilth Alfiat'ice SUI-Phis/ideficit nianagietiient policies,in order-to ninxxiniize available fin tnidingand,11,11111,1111,11,ze tile
t1n,ie tl'mt 1110tential clients rnust wait for services,the AI4an(,x,,,,-iti,,itsso1e discretion can redi.,ice futidiii,g awat-ds ifthe Providei.
is not wit hlfi the Alliance policy suiphis allowance.
4. Co-Pay,CoHlections Repot-4
Tile 11rovider shall! subtnit a coli,solKicatec"I tannual co-paynient colliections report to the Alliance 0nitrziet Manager by An
3 17,2023 USIng Atttachz,iienot 5, located ffi.Appendix B of the Programs and Services,I lanidb(N.&
5., Progir,,atu 1111-111giflights
The Pl-ovldei+ shall stibi-nit Proorat'n lfighlicFht,� rieferencing speciflic events thiat o1murred ill t[W PITVIOUS fiscal year by
"t , 1 L117
Septen,iber 15,tti of"the current contract year,, The l"rovider shall provide a new success stor.Nyr,quote,testimonial,oi�,-human-
interest vignette. Tie highlights shall be �Nvritten fOr a get'leral audience, �Nxitli no acron)�,mi,s or technical tet-nis. F or all
qgendes or ort.".Tanizatamis that are refereiiced iti thehighlighl,tlie Pro,viderh sall prild ove a bt c-fd-iescripti n o ofFthen'11,11ISS1011
or role. the active tense sh,all be consisteiitly used in the highlight nar"rativel 1,111 or den der to iltily the spectfic h- idividual 0,1-
i'
Tview, aild, edit Pi-ogran'i 1-ligiflights for
entity that 1)erforoied the activit�y diescribed in the highlight. The Rrovider shall i� 1 4--
P I 'I -,r,prior to subti'mung thieni to the"larity,readability,relevance,specificit�,litinian interest and,gran ma A I fi a n c e..
c i
E. RECORDS AND DOCUMENTATION
'rlie Provider will ensure, Ole cx:Alection andt-nairitenan,ce(1)("clicint aiid service inforilliation on a nlonthly basis fi-o,j1i, the Clietit
hit'Orn1ation and Registration rracki,ng System (eCIRIS). Main ten ance includes v�alid exports and, backilps ofall data zi,,nd
system,s,alecording to Alliance and 1)epail nient standat(1s,
L Requests f6t- Payment
In Provider shall maintain documentation 'to sUplYort Request's for� Paytilent that shall be, -avallable to, the Alfiance, tile
Departnient,or other authorized agenciies and individuals,such as thie Florld(al Departnient offin,ancial Services(DFS),,upoll
requeSL
2. e("'URTS 1),ata and ,M a Un ten,a,n ce
-v*I , i -n�iat on n eCIRTS or
"The P't-ovilder shallensuire, on a m(,.Hithly basis,collection and,imarntenance of chent and sei ce i,nfoi I I
,a n�,r st,j c li s)�l,ste ni,d esign a ted by,tin e A I I i atl ce. M a in te n a n c e in c I u de s ac c ts rgate a n d c tii re n-t d ata,atid v,a I I d e x po,11 s ail d,ba c k U PS
of all data mul systenis according 6 to the Mliance and,Depart,I 1,11ent standards.
3, 1.),ata Integrity and Back,tip Procedtires-
-epar -tlie loss of inf6rnn.ation processing capabilit'ies, The routine backing tip of all
The Provider shall anticipate and pt, .e fbi. 11
data,and software, is required to recover ring losses or outages of tine cotn1puter system. Data afid sol"I"ware essential to the
continued operation,of Provider finictions 1-mist be,backed,tip,. The secti.rity cotitrols over the backup resources sdiall be as
strin 'e, i,' 'T gent as the pi-ote��ctioil,l"elqt,,i,i�red of the primary resofuices. It Is,r co 1111,1 ended that a copy ot"thebacked tip data.be stored
in a securel,offsitle, location.
Page 22 o If 57
4w Policies and f"rocedures,for R.ecords and Doc!tiii"] t'ita,,t,]011'il.
7 Litersystern backup and recoveiry, an.d shall I'laxe tile
"I'lie Provider shall maintain written policies,atid pocedures fbi-coin.p
same requite-nient of its Subcontracturs,These plAicies and procedum hcall b made available to the Afliance upon request.
F. PERFORMANCE SPE,CIFICA]"'IONS
1. Otitcoines,
a. EIISLI,re tfle provisioti of"t!'ie services described in this contract are in accor(-,lance with the Clli"'rent DOEA
I-and,book and,Section II.A. and Section ILD, of this contraci.
b. The Provider shall titnely subimilt to flu',*,Alliance all reports described in Section. I LD oftlu,s contract;
b. Tile Provider shall,tnalntain all 11111ont'natlion described in Sectioj,�i II.E.of this,contract,-,,
d,, -17he Provider Slicall ensure flie prioritization ai,,id service provision ofclients rnr accordance wi-th SectIon JLA.2 f thr.w
co'n,tract',
e The I)rovidet'shall unlely mW,accumtely'SLAIII'lit to the Alliatice, Attachnwrits (and stipporting docutnentation In
rdance ivith AtIta lchn o ient VHI f acco this contrgact.
2. Crfterl'a,
he perfix-tim' rtce,of the Provider in provid,irl,�(,,),the services descii bed s r this contract shall be ji'leasured by the current SPA
strategies for the following,criteria,
a. Illet-cetit of AFIS ret t-rals w1rio are in ileed of services to ptvvent Further harm.who are,served wittlin 72 11OUIS,
b� I)ercent of elders,assessedwith high or Inoderate riskenvironments who imprOved tl,iei'i",env,ji"otliTi,e,tit's,core;
c. Percent of new,soervice recipients nt"Itrition scojvs whow nutritional status improved-
& Percel-lt of neNNr service recipients,Nvilose ADL assessrilent score has been niaintained oriniProved,;
been mait-itaified or,improved-
e, Percent ofnew s,ervice recipients Nvliose IA,L)L C!-,issessment score ha.ts,
f Per"Ceiat ot"J'at'nily i"Ind faililly-assisted caregiverswho self-report they art.,, likely (oprovide care;
.0 e is rnIlUrItained or improved after one year,of service intervei,aiotl(as
g [lercent of caregivers whose abifilty to,Pi vide car
determined by the ca-regiver and the assiessor),-,,
Ii Pcxcen.t(I)f mA.),st,frai I elders who i"enizin at I'lot'ne o1r,i n the coai,tratnity instead,of going into a nurshig honlel-
Percentag,e oftactive,elleiits ealing two or,itiorenmals pei-diql
After service intervention', the percentage, of caregivers who self".report being, very confident about thell, ablifity to
Continue to provide care.
1. "I'he Pi-ovider's performance ofthe measures "in, FD,2, above will be reviewed and documented in the Aflianice's, Annual
Prograniinlat-Ic Wnitoring Re ort.
p
4. Mmiftorftig and Evaluatloll
"I"he.Alliance will review ctnd- evaltia,te(Iie perforinance ofthe Provider tuider the ternlis ofthis contract.Monitoring sitc-d]be
tl -
con,dUcted, throug[i direct contact with the firovider through telephone, in writit'lo aild/oil-on-slte v1slit(s). 'Hie Allian.ce's
deterr i,I nati on, of� uc to
ceptable perfonlunice shall be conclusive. lie I)rovicler agl-ees, cooperate rt the Alliance 111
i"llo'nitoring,the progress ot"coinpletiot-i ot"the, siervice tasks,and delivei-ables. 'I"he Alliance I'llay Lls,e, bUt Is, liol fii�mted tol
0 ro I I 1IL'ors "nore ofthe� I oN,��`ng talethods for 1110114,01-ing"
a Desk revilews and aivalytical revjew&,
b. Sch,eduled,unschedu led, and,follo,",-up
c. chent VISItal
d. Review of Indepetl,dent mtditot.'s reportsl
e. Review of third-party,diocunlents atiTorevaluation;
f. Review of progre�ss,reports;
g. Review of custorner satisfaction,surveys,"
h, Agreed-upon roceduresi review,by an exterilc-il auditor or consultztnt;
p
I'll Urnited-scope reviews;and
j 0ther procedures,as deenled necessary,
G. Providet-Responsiblififies':
age Iof'57
I P rtw 1 d e r Rya co u n-t to lea 1i I I-ty
All service tasks and deliverables pursuant to this,contract are solely and,exclusively,t1le'responsib slit y ofthe Provider and
arel twsk,,c.,mid detiverables for wh ich, by eXectition of tliis cointract,the Provider agj:-ees to be lield accountable.,
4
2. Coordination with,Other Provider's and/or, Entifies,
Notwithsta,tidii,.i,,g those services 1"or which �th,e 111trovider is held account,t'lb le involve coordination Nvith other, entilte's 1,11
per,fo,rnmig the requiren-'ient's of this contract, the fi�,Jin ILIA,'e of other etitifies does 1iot alleviate the Provider from an,)l
accountability for tasks or services that the Provider is,obligated to perll),rn'i PLUSLIallt to this contract,
H. Alliance for Aging,R,esponsibi1itiels,
A 1,1 ian ce Ob I i gati 0 11 S:
-0 1 -t a nd c 1 1 1 The Alliance,may,withtn its iesutti-clels'', pt vAe technical suppm assistance to flie Pt W. to assist the Provider in niectitig
ct Thie Alliance supporlt zin,d istatice, 4 the requirements of thus contia ass )r lacrvk therel, shall not 1-elileve the Provider n l ui
l
perrolm,,iance of confract requirenmits,
i
SECTION 1111L METHOD OF PAYMENT
A. 1"aymetit.Meflwds Useld
The method of paynlent for this contract Jis a coinibination of I'lixed fee/unit rate, cost ai-id advance payn,"ients,
stibiect to the availability of fi,inds,afi,d Provider perforn,,Tca,nce, 17he Allia-tice Nvill pay the, Provider upon satisfiictory complettol"I
11 .'echo of the "I as, s ecified i IS n H., Mannet of Service Provision, and in accorda,twe with, other terti,s an,d
P
conditions of this con't'n"Act.
L Fixed Fee/Unit Rate
fol"I"ked,Fce/(,,Jnit Rate shall not exceed ai-nou,nls estcablished i1i Attachn'l r un ent VII, per Of service.
2. ("ost Rel'inhtil-seme rya t
Pztymetit may be auth,orized onl)�� for allowable ex pen,ditUITS Nvhicti, are in accot-dztn,ce with flie, services si,,)ec1fie(! 111
Attach'n�ient V11. All, Cost Reiniburs,enient r.u.rr .r `or Payment nvust itulude the Recelipt arid Ex III eildittire Report,
begini-flng wittil the flur'st riwnth oft hr ontiract.
3. Advan,ce Payments,
se iN ice Non-pro-fit Providei s i1i ayreiq Ltest a ni otittily aidvai,�i ce fot costs 1`6r each ofthe,firsttwo tnon�t is of the cionlract'period,,
1, 1 '1 -- shall provi,die 'to the Alliance based, oi"i anticipated cash nee�ds. For the first month s advance request, t ie P,rovidet
doicut'nentation 'usti in e I Is,
j r�I g 'the, tieed for an advance arld desci-lbing h,ow the ftin.ds will be diStribUted. If th , Provider i
1`equestuia,g,- two(2) months,of advances,doc'unientatio,11 1"111LI'St be provided rellectitig the casli tieeds,of the Provider within
the initial tivo (2 months and, should be supported thil-OUgh a ctash-flow anal i ther inforination apprOpriate to
YSIS Or 0
denionstrate the PI-ovider"s financlrw al reed forthe second morith ofadvances.'The Provider must also describe l'ilow the funds
N
Nvil I be distributed for the t"Irst and second tii,onth. If stifftcatilt budget Is available,,atid the Department's Contract Manager,
I
1111,11 Is Or her sole discretion, has detertnined thw there is "us-fified need,f r an advance,
j '1-1 0 th.e Depatiment will issue approved
advance pa.Nrilnents,afte'r July I st offlie Contract year.,
All advance pa ninth made to the Provider sha-11 be rim rimed.to the Alliance as follows.: At least une—tenth ofthe advai"Ice
paym,ent'received sball be reported aS(an,advatice reCOUINniel'it oii each Reqttest for Pa'Ynwnt(Attullitilient XI),stat-ting with
the invoice subnussion of the third month activities and,billit,igll in accordancle with the Iriv err ce Report SchedUIC(Attactunent
1 ,
B. Method of Invoice Payntent
Faynient sha.111 beina,de upon,the,Provider's presenlation of an invoice subsequent to t.he acceptance and,approval by,the Alliance
of the deliverables sho"m oil the 111[rivoice,and payment has been i-eceIved,fton i.DOEA. Thefortil CaInd SlUbstance ofeach in,voice
stibmitted,by tile Fro yid er shall beas follows.
I. ReqUest pa,.Nyrtnent on,a.tnonthly basis fior theututs of services,establ,[shed iti this clontraol,provided in cont"(Wmancle with the
requiremeti,ts,as,described, ui�the DOEA Programs and ServIces,1-landbolok, and,at the rates established in Attachinetit Vil
of the contract. Docun"ientatiion of servIce delivery' muSt illClUde a re on *sting ofthe �' llow'i
P , const 1 f-0 111g: IlUmber of clierlts
s,ei'ved, nun iber of service units provided by service,aiid rats, per servIlce un,it with calUllatlorts that eqUal th,e total invollce
I
a -t al,ai-veil dment.
tinount., Atiy chan,ge t t tota, o he l con,tra ct allIO Unt re quires a f6i n
Page 24 of 57
2. 1 he Provider shall consolidate all subcontracto,,),rs'Requests f(Yr Paym,ent and Expendittut-e Reports,thatSUPPOrt Requests R)r
Payment, and shall subnilt to the Alliance u,sjng,r fi mils Request fbr Paynient (Attachment IX), Rece1pt and Expendiftwe
Reports(Attachinent X)for Case Managei-iieilt and Special,SLIbSidy Services,.
3. All Re(jUests for Paynient,shall be bas,ed ort tile SUbryussion ol"'t.non't.laILIY.L',xpei'iditt,i.i.e Reports beginning With tile first rilonth
(")f the cont"Ircact. 17he schedule fOl"SUbnUSS1011 of tice reClUests and invoices is Invoice Schedule,Attachniezit VIIII i,
4. "in the event that services were not billed,dutirig the,regUlar billing cycle,the Provider rna,y trequest paynient for services no
later than 90 days after the nionth in,which,thef expense was incut-l"ed,excep�t that reqUests caim t be ma l afterthe contract
closeout Idatt., Request ft),r payment of services rendered 90 daYs,after the Month, In wfilch the expense was Incurred Nvilff
reqUIre app,roval ofthe contraerjuanager prior to the billitig of'such incurred.expenses. Late service billing requests will
not be paid unless.justifli cat lon is submitted and approved by-the contricact,inanager;
5. the Provider shall m aintain documentation to support pa �nient requests whicti shall be avaflable to the Alliance,
the
Departn.,ietil,and tile Departmen t of I inandial,Sery ices,or othet-(authorized,st�ate aild fedel.-tal 1.3et-s,loxinel tipfoii requesc,and
6. All paymelItS U11der the terms of t1iis coturact are c(.Mtingent upon an an,'nual apl?roprlation by'the LL,egislatUre, and sLi'bject
to,the aval labi I ity ol"funAs.
'. Play-iron etut Withholding
An,Y, payrIlei"it dUe by the,Depai-trnent utider the terms,ofthis,contract tiiay be withheld pendingthe receipt arid approval by the
Department ofall financial artid prograniniatic re"Ponts, due fi-oni, the Confiactfor and, al'iy adjustrnents thereto, including any
disallowailces.
D. Final, Inv oice Instruetiolis
Ttle Provider st"i-all stib,tilit the,final R,eq'LICSt 15(m-flaymienit t(,-),the Alliance no later thian 30f dfa,,.yys after the contiract period ends and
as re ferenced In Attachtnent,V I I L If the contrUt is term,i'nated pti or to the end dale of the contract,th e ii the Prov Ider must subm it
the final reqUest tor l.,.)ay nient to t[ie Alliance no more than 310 days,after the contract is tertnincated. Ifthe provider fails to d(')sol
all right to paynietit i's ftm-f`eited,anc I
J the Alliance�%rill riot lionor any t-equests subti,lifted after the,af'oresaid(Inie period.
E., K.IRTS Data Entries for Subcontractors
The Provider n1u[st require Siibcotilractors to enter all, requii-ed, data for r clienas and services iri, the eCIR"I'S database per the
. m 11 1 �
DOFA Proarains'aild Services I landbI.ook,and tile,e,('.`IR,TS I Ne•i anual- Agi'ng Movider Networktisers(located,iti Documents
on thie eCIR"I"S, Enterprise Application Services). Subcontractors 1111USt enter this da,ta,, into tl ie eCIRTS prior to subji,iitting th ii eii-
'S
requests for payment and expenditUre rcl,')-orts to the 11'rovidei`. 'File Provider shall establish deadfines Cor con,ipleting eCIR`11141.1
repo-, s c -o -miust
da-ta entry and to assM-C cfom,phance with due dates. for the re(lUes,ts, for pa,,%yifnent arid expendittit orts thtit Pli widei
subri'lit to,the Alliance.
K Providers' Monthly eCIR"I'S Reports
The Provider,must run, iiiontifly eCIRTS,r �I ..r:t. an,d verify client and service data fiI the eCIRTS is accurate, "I I'vis,rel"),0111 niust
be subinitted to thic Al"hance kNlifli the montiflY request for payinent and expenditUre report arid rnust ble revic"red by the Alliance
bel"bire this Providet-'s request for paytii,ent and expenditure reports Carl be approved bythe Alliance,,
IV. SFECIAL PROVISIONS
A. Provi(Jer s Finan ci,all Oblig0l''01111S
1. Matching,Level of Effort",and, Elfirtmil-king Requit-tincio.
The Provider rli,'U.St provide,a n-iatch oat least 10,percent the cost for null AUN services. 17he niatch will be niade in the
f 0
riti'i.ofcash and/or iri-kind rCSOUrces. Al the end of(he contract pit"riod,all AD] Fund,sexpenided niustbe properly'Mat ctied..
State funds catirlot be Uwd to ni,atell another state-funded program,
2. Cost Sharling atid Co-pa,yments,*,
'The Provider irt cionjunctkln with the Alliance shall establish ail annual co-payiment goal (aniount, to be collected from
chetits). UsIng the method pres,cribed in Append,ix B of the current [)epanrnetit of Elder A-ff lrs Progra,m zand Services,
Handbilook,, t1le providlei-,shall pix,)Ject the annL111I co-paynnents, to bef collected, frotn each active chent in, all income s-atiges
prior to the start of each 1"Irscal year, it provider is 1`eqL1i1`ed to n.ieet this establ.ished,goal,. Co-paymerits collected in tliw
AD] program can be used as part of the local match.
Page 251'1of 57
3. Managetivent and,Use of Service Dollars and Continult I y o,f,Ser
a "I"he Provider 'is,expect I 1 0. ed to spend all fui,ids r® b�y the All"wice I' rthe purpose specified 'in this con,tract. 1"he
I ing a su.rphis of funds at th,e end ofthe
Provider niust timnage t h e se rvic e do 11,a rs i.n s Lic h a,ni an n e r s o as to,avo I d ha v
i i conti-act 1)eriod. If the A lce llia:i deterniines that the Provicter is not i'liamnlizing avaitable Fund-in�c-T, the Alliance I 111
L
accordance witli its Fiscal policies, tnay trzmi4 i,'[WS,to other Providers and/or a,djLIS,t subsequent 11-tridill,g allocatiolls
accordingly.
b. The Provider shall ensure that contract ser�vices will be,provided ui'ltil the etid of the col.'Itract,period. In oi-der to enable
the Provider to better, manage (he services, titider th is conrac n tt -and to l m a n e, L itze tilISe ofavallables resources, the
Alliance has established a spendfi ng'' authority as identified In ni Budget Sutlmry, Attaclm i
nent V11. 'The Provider s
responsibles f`(,)r nmnagingy the spending authority, so, that a continuity of ser,vi.ce can 'be rnaintai I tied for t'lle maXII-11 U111
n u n-i b or o co n,sit n lers,,The Provider tigree's toiasstin,i,e re spun,sibillity -for any contraCtLial deflictt,that may"be incltirred.
4., Budget Sunitnary:
TheAllim-ice has establisfied a spen("litig atith,ority bmed oil SL"t"ViOL"S.. cam-1.11.1 r1ate detailed in the SPA andthe Budget Stitilniaty,
Atta,chi,neii[,Vifaiid,c,,tn,yt,-e�vision,sti-ici,etoappi,ovedbyt,heA]I"iance, Aiiycliai,l,,ge��s,,Iiiti'letot al-ci,ii,iofti,nts,ofti�ei,eftit,,ei.dsidL*ntiried
oil the Midget Stu-nmar),require a contrtict amendnient.
B. R em e(JI 1 es fo r No n co tif6 rm 1 tig S e ry ices
L Tlie Provider sha,11 enRlre that al,l goods and/or sery ices provided undel-this,contract are cleliver.-ed tiniely,conipletely and
conili,ienAlrate with requare-(I staild and s, of"quality, Such, (Yoods aild/br services,, will on], be delivered, to eligible 1rogran'.1
- i 4n 'Y
participa.n1s..
2. If the Provider falls'to Iii,eet the prescribect quality standards R',)r services, Such set-vices NNrill not be,reinlib err sed, under this,
co'I'mmet. In additioi.1,1 ariy noncoriforming goods (incitiding, hortie delivered tineals) and/ot- services not meeting such
stail,dards will not be reinibursed under,this cocoat-rhea. The Provider's, sign,ature on th oe request for payment form certifies
i i,g dOCLU"irientation and acknowledgenien't t1locit (he 1 rovider shall solely bear the costs associated,
I'll a I t,iten ance ol. su,ppot-t I
With P'reparing or piloVidii"T ji on con,10' rill I Ilggy ood,s and/orservices.The Alliance requires,init,nediatle notilce of an),�p sign.i�.I`icarit
anclolor systemic Mfi,action's that comproinise the qttality.,security or confinuity of services to,clietits.
C. Inve.stigation of Crinlina.1 Allegatiolls
e
Aiiy rej,.)ort, that, in"Iplies cri I'll im"'ll intetit. the part of the Provider �or any S tib contrac tot's and rel" rred to a (Yove-rili'miltal or
in vest i for en agenq 111ttSt be sent to theAlliance which will in tur�n forward,the lnffirtiilcation,to the Departnierit, H the Alliance
hu is reason to believe thtit the alle gations Nvill be referred to the State Attorney, a lmv enk rce n,cnt agency,tbe tJnIted States
Attorney's office,or,other governmental agency,the Alliance sliall,notify the Inspector General at the Department immedi'ately.
,A cop�y of all documetits, r ports,notes or other written material concerning the investigattlon,, whettier,ii'i the poss,e,ssion. ofthe
Provider or Subcontractors,,, must n tAlliancewhich willMurn ndtmrial oh Drtment Insptaor
General with a ('Wthe investigation and a I legations.
D. V,(,)hj,ijteers,
11i rx r d e r s h a e n rrw th e ti s e o ft ra i n C..d v ol u n te e i's in r® v i d i n I I r i dividuals and individuals,
,g direct sery ices delivered to olde in
with disabilities riceding such serVj,Ce'S',L If p(,-)ssibl1e', the Provider shall work In coordination with or aniz,,itions, that "have
experience, i I r) providing training, placeni,ent, and stipends for vokinteers, or participants (such as orgmiizations ca,rry I i I ng out
f0deral ser,vice progj-anis,administet-edby the Corporation f6r National and Gmni,ntinft Service) in conimunity service settings.
Y
E. Use,of Service Dollarsurid Management of Assessed PrJorilty Co runs umer Lis,t
c Provider IS expected ft)spend al,l federal,state, and other fLInds provided by the Alliance f i the purpose specified iii the
a s dilds,at the end'of
contract. "FIle Provider rilust manage the set�-vice dollar's in sucht a inatmer so as to avoid havit, iurplu,s off'
the, contract period, f6r each prograni managed by, the Provider. The Provider ut-idersta rid s and agrees to the, reallocatim ()f
funding as-described in Atta.ch ni�ent 1,Sectioti,11.E.31,1 of this cont'ract.
Page 26 of 57
j,
ATTACHMENT 11
CERTIFICATIONS ANDASSURANCES
nw.Alliatice will riot aw,atrd this contractunless,Provider completes the("ERTIFICKFIONS AN[") ASSURANCES colitained in this,
A :
of th ont s cract, P rovi r do.',- pro vi th des, e f"611mvin ertifi tion an ass
g ccas d c ttachnient. In pert-011`111atice 'I ances
A. Dehat-imet'it and Suspettsion Cer''tification (29 CFR Part 95 an(I 2 CFR Part 2,
B. Clet-fification Regardfrig Lobb 'in g,(29 CFR 111'art,93'and 45 CFR P
C. Nonidiscrimimation,& EgAial 0 ppo,rlmn ity Ass it ra Ric e(29 iCFR Paft 37 an(I 451,CFR P4rt 81 QI
1). Certific,atioiiR!pLT,;Irii,,ni! thticEatity C H tit es,sectio n 287.4 33, E Si.
E. liliciation ofConinitimity Orj!,atflzafionsf6r Refbir'ni Now(AC Fot
.111-117)
Fill, Coiiipatne Lists, section 287.135 F.S,m
...................
00, -tif�',
.-ei tcafit),n Reg,a. grit ;I al t , oanA OU
Crative
Ag,l1lients
'Vetirlicatio"of-Ellr u ent Stattis "err-tifica,1101,11
I. Rvcm-rids mid Doicum en tat 1011
J. Cet-fificat'lo, I ion,of'Publ,ic flecords,l ! L (I bmil 1 nsus0i"
2, L Lgm
14 E
A. CER"IFIFICA"FION RECO"ARDIM DEBARMENT,SUS11ENS]ION,AND OTI R RESPONSIBILITY MAI"TERS,-
PRMARYC"OVERE'D TRANSACTION.,
The Under'sigiiied, Provider certilfiles to Itie blest of its knowledg, a ict belief", (fiat it and its,prili,cq: Ills.
1'. Are not pre'setiltly debarred,SUspietided,proposed f6r debarment,declared ineligible,or voluntarily excluded fi-oni covered
tratilsactimis by a Fledet-al departnietit or agency;
2. Have not Nvjthlti,G a three-yezli-period preceding this Contntct den coiivicted-or had a civi1judgment rendered,against then'i�
1 1 .,a I I ff�� in connection with obtammg, attemptinigg, to obutim.,oll-perforniling a.pubfic
for cm 11 11 ss 1,01i of fi Lid ot-a cr*lmrml lo, nise
(Fiederal,Statell,or loical)tra,lislactiloti or contraCt Uillider a pliblic ofFecleral,or State ant'itruSt,Sti"'It"Utes,01
COM I'll ISS10111,of etilhezzlement.",theftl f"ot-get)i,bribery, t"alsification or destruction ofrlecord.s,niaking,fialse staten,,ients,,or
recelvIng stolei,,i plioperty;
3. A.re not present]5,�indlicted or othervvise criminally or civfll�� charged by,a govertinvilent entity([Federaf,State or locial)vvith
c i -orn 111 I ss 10 1111 of atiy of�tfie off'eiises entiiiierated in paragraph A,2. of t1iis certification,-,andtor
4. Havetiot wid"Uri a thr r period preceding this,application/prop,,)sal had one,or morell j)ublic transactions (Federal, State,
or I' c a,1)te rin.1 n a tic,d for c a u,s e,of"d e I'a u dt.
B ING LOB BY IN(` -Certification for,Coijftacts,Grants,Loans,and Cooperative. CERTIFICATION REGAR I
Agreettients.
The un,dersi P ggned' rovider certifies true the best(-)f its,kilmvIledge andbefief,that-
Page 27 olf 57
-f ofthe ul-idersigned,toany perlson for Int]ueticti lig
'No I ederal appropriated funds have been paid or will be paid, b5Y or on behal
.1 1 ", in coi-inec,,tiot Nvith the
Or a"tWIMPUTI(Y to,inAtietice an officer or employee of C'ongi-ess or,an employee of a Mei,ri�ber ot"Congress i 1
Ime ariterincy inAo of any
Marding of any Fedei al contract,,thetliaki'tig of-any Federal grant,the ri�i,aking ofaily, Federal loan 1, tp I I
tion, len a],amendment or modificatioin ofally Federal contract,,grant,,
coloperative agrecri't en t,and the,extensioti,coritin tia(i ew
loan or cooperative agreemetit.
(Al. Pt 119,
lfan'y fUnds,other than Federal ap,pr(:)Priatcd ftinds have beenf,paid or will be paid,to anyr plerson -foi-influencing oratt", n i t 0,
l,
influence aii,o.fficer or en"iployee ofany agency, a Mertiber of Congress,an officer or eniployees,o,-f Cotigi'ess,or emp,loycle,ofa
Meni,ber�o f Congress iri connect ion,Nvith a Fedlerall contraict, rant,'loan,or cot')perative agreejli�ietit, th e,unders i gri,ed,sh aJI also
complete and subniit Standarcl,Foi-ni, - LLL, "Disc losure Fom to Repot-(Lobbying," in accordance with its,filst'll'u'Utolls",
'11W Utideisigneld stiallrequire that language ot"this certification be included in the docut-rients for all st,ibcoiltr"acts at all tiers
(including subcontracts,sub-grailits,arict contracts under loansand cooperative agreeni,ents and that all SJUb,-recipitents
anc-I.Providers shall certify an,d disclose accordingly.
'I"his certjficatimi,� is a n,,,iaterial representation of"'fact t1pon whilch rel iance was placed.�,vhen this,O'n'W"fitct xlkl,as niade or e'litered
iriAo,, Submission of this,certificatiol"If i's a,, rere isitef'or niaking or e,t-iterijjLg nto this Contract ii,iipiosed by,31 t S. 'C". 1,352. Ariy
p q U
Person who-fails tio I'lle the required certi ri cat lon,simll be SUbject to a civil pemdty oifn,,ot less,thcan $10,,,001,0,and not n,,iorc thati
$1()0 1,0 fo i-e ac Ii suc 11 fidt I u,re.
C'. N 10 N-DI SC R,I M I IN AT 10 N &I E Q U A 111.,0 P P'O,R,T U N I T Y A S S,URA,N C E,(2 9 C F R PA R]"'3 7 AND 4 5 C F R,PA RT 8 0). A s
acondition of the,Contlract,, pr.ovidel--(Issllrelsthat it will coni,plyfu]k(Nvith the niondiscri ni inat ion and equal opportuti,ity,
provisions,of the flolloiving laws:
1. Section 188 of the Work,force,I n vest nient Act of'19,98(WIA),(Pub. 1, 105-220)� whicli prohibits,discrimination agafti,st all
individuals in the United States on the basis,of'race,color,1'eligion,sex naxtiot,,il(fl ori in,age, disability,political affilla.fion,,,
or belief,and a(ptinst,belleficu,",iries o1i the basis ofelther citizensfilp/stat'Lts as a lawl,"Lilly admitted ii,imiiigrant authorl 7.,ed tof
L7
wo,rk, inthe I..)nited States oi,,participation in arl WIA Title 1-finamitally assisted piogram,or-ac�tivity,
2. "Fitle VI (.),f t1le Avil Rights Act of 19,64(PLI,b. L.,.,818-352), "as,carnerided,and'all requirements imposed by or ptirsuant tothe
C, j -dance,with'Title VI
Regulation of the Departn'llent ol-'Health arid,I,Juri,iai�i Set-vices(450'" Part 80),to the end,that, 11"I acc,101 I
of that Act and the Regulation,no person in the Uniled States,slial 1,o�ri the ground ofrace,colo r, ()r mattonal origin,ble
excluded ftoni partlicipatioti in, be denled,tl leben,efits of,or be subjected to discrin'i'matic'n,under any pt-ograni,or
activity for whIcli the Applicantreceives Federal financial,assisuInce fr(,,)m, theAl",hance.
nents hiil)osed b�or PLI 7
3. Sectioti 51,04 of the Rehabifiltation.Act,olf 1,973 (Pub. L 93-112 nided,and all":req,turen i'suant to
.)as ame I
th.e R.egillat'lon of the Depailnient of'Ilealth and Hunmri Services(45 GFR Pa.rt 84) 1 1
to the enid that, in accot-dance Nv`th
Section 5104 of that Act, and the RegUl'atIO1,11, 1110 otherwise qua,11", ed luindicctpped fi'Wividual h'i the United States shall,
solely by reason of"his hatiddicap,,be excluded frorn Participation in,be deniled thebenefits oft orbe SUbjected to
discr-im ination�tindei-any� prograni or activity,for which the AppI icant receives Federal financial assistance frot'n the
Alliance.
,4. The Age Discriaiinalloil Act of"1975(Pub, L,,94-1,35),as anlended,and a1l requirenlents iniposed by or pLirsu,ant to t[le
Re 'atioti,of the Delman ent of I ealth and I lumari Services(45,CFR Part 9,F),to the end th,at, in accordance Nvith the Act
gtila I I 1 -11
arid the Regrdation,im llierson. In.the United Slates,shall,on the basis ofage-,be,deiiied the benefits of,be eXCIUded fi-on"i
l'),articipatio,n in,oi be subIjected to Linder any,programor activity for,-whic,11,the Ap,plicant receives Federal
fin,aricial assistance frmii tfie,Alfimlce.
5. Title IX of flie Educational Aniendrnerits�of 1972 (PuK L,� 92-3 18),as alliended,an,d all reqUirenlents iinposed by oi
pffstiantt to the Regulation oftfie Departi-nent of Hezilth and HLIH,,imn, Services(45 CFR Pail 86,),,to the end that fill
accordance will"i Title IX and thew Regulatlolli,,no person lin the,LJnited States sliAl,ori thebasts ofsex,l be excluded ftoni
pailicipation In,be den"ed the benefits of"" or be,otherwise stibJected-to discrimillatioll Undet-any ed'Ll.cation prograni or
activity f6r�vhich t1w Applicant receives Federal financial assistance fi-om the Alliance
6. Th e Ari,,i e r t ca n wi th,D 1 s ab 1,1,1 t 1 es A c t o f 19 90(P u b 10 1-3 3 6),1)ro 11 i b i t s,dis c r-i,ni i n a t i o n 11 n a,I I e in p I oy m en,t p rac t i ce s,
Hi,cluding, ob application,Procedures hiring, firing,advancement,compensation,training,and otherteimis,conditiori.s,
alld
fillnge ben.efits,and all other
privileges ol"em, loynietit,, It applies to recruitment,ztdveilising,,tent,ire, layroff, leave,,
P
et.�ii.ployt,i,.ietit-'rela.t��ed activities,andt
Pa�ge 28 of 57
P llov 1 1. a 1 1, 1 11S
icteralso assu'res thl,Eit it will con-iply with 29 CFR P-u-t'37,,,ild all other regulatim s rnpIeii(-,,,,t1ting the laws listed above."n
ass,ttrailce app lie sto Provider's operation of the WIA Title I- financially assisted program,orutivity,andto all agreements,
Provider rnakes tor carry OUt the WIA Tifle 141naticially,assis,ted progralii or activity. Rrovider understands that the Alliance,
Deparililent,and the United States have-the rigtit to see kjitdicial eflf6rcen ient of the assurance.
0. CERTI FICATION REG ARDI NG P1J.BL.j4C ENT[TY CRI M ES,SECTION 287.133, V.S.
It, n,convi E i["rovider hereby certifies that nelthel nor an, erson or affill,late of Provider has bee, cted ot'a Public ntity CrJnit-,,,,as
defined 4-1 section 287.133, F".S,,1,n,or placed on the c,omicted vendot-list.
Pov es aide undrtandandagreetht it i requiredoinform 1 0FA, i Un ill ed,iiately Up011anychange of cirCU1,11stances regat-ding
this status,
E. ASS OCIATION OF COMMUNITY O RGANIZATIONS FOR REFORM NOW (ACORN) FUNDING
RESTRI CY[ONS ASSURANC.11"af(Pub. L 1,11-1,17).
As,acondition o�f the Contract, frovider assures that it willcomPly ftjll��with the,f5ederal ffinding restrictions eilaJinAng to
P
ACORN and its,s-,,ubs-idiaries Pei-the Consolidated Appro,pri atkmis,Aid,20 10, Division E,Sectiol'i 5 11, (Pub. L..,. 'I I I-117) The
C041 till U Appropriation i pi� I I s A c t,2 011, S ect i olls 1 10 1 a ti id 1('3(flu b. I 11-2 42',
), pmvidestl1ataI)p-o -iadonsnia,detinder Pit b.
L, 11,1-117 are available utider,th.e cotilditions provided,byl'Ub4 I I I 1-117.
Tfie undersigned sli,,all requirethat language of this assurancebe MCILKIcd in the docunients,fim-all subcontracts at,all Iters,
(Including,subcotitract's,SUb-grat-l"ts and clotitracts,under graflu-, lo,,,,ins atid c("wiperative agreenwnts)and that all sub I.t-ecipiet"Its
mild Pro vi.d,,et,-,s' i,,Lil.],P,t�o,vi,de this assurance accordingly.
K SCRUTINIZED COMPANIES, LIS"J"S CERTIFICA"I"110N,SECTION287.135,F.S.
In accordailice with section 287.135", F.S., Provider h.rre t e rtfflc,,,-�,that it not participah'ing 111 a boycott offiraeL
f7$1 i I I
C, 1 Wei
tiers C'ontract is ' I cordance%Nrith'the requirements of section 287.135, F.S., -o,vi
in t1ie animuit o ton or triore, in ac Pil
11�,e�reby cetill"lles th'at it is I-lot listed oll,cit-her the Scrutinized(11",onipaniCs With Activities in Suidan List or the Scrutinized
Coti,,ipanles NOtli Activiti.es in the fran Petroleu.m Energy Sector List and that it does mot have business,operations in Cuba or
Syria.
Provider uticlerstalids that pursumit to section 287.1.35, F.S., tile subtilissio'n of afialse certificatiori iii.ay t- suit in the Alliance
0
and/or Department ternlituititig this contract and the st.tbt-l'i ission of(i false,certification rncly subJect the Pro�vider to,civil
1,1 J,( , , t Jed,to the,ftind'ing of false certifi cat iort.
penaltiels, �,,tttorney`s fees,,and/or-costs, including costs,for investigations,tha
If Provider is,unable to cejqjif��—to anY of tile statenie n-ts ir.n this cler-tification, I rov'der shall attach atl explanation to this,Contract.
G. C"ERTIFICA"IrION REGARI)IN(% DATA INTEGRITV COMPLIANCE FOR AGREEMENTS,,GRANTS, LOANS
AND C0,10PEIIATIVE A("o"REEMENTS
I The Provider and,any Subcontractors of services:under tiers contt-act li,(-Ive finaricical nianagenwnt systeins capable of
providing,certaia it-iftmmcation, in,cluding:(1)accurate,ctirrent,and coil'ipletedisclosure or the financial,reSUItS ofeach,
gran t-fitin(led project or"progy,r(,"Im in,accordance witlithe rescribedrepotling reqUirernents th SO11 e rce and application of
P
funds for all zqgreernent suppo, ed activitie,&- and(3)the compariso'll Of.OLA1,11,YS with bUidgeted amounts for e4 achawarld.The
iniAbility to process information, in accordance with these requiremetits cotild result n"i a.retuni oforimt futids Iliat have not
beem accotulted,I'm proplerly.
ide entity ori %�vhich ter Provider i airy OUNI I I I S 1 Man(ageiTient Informatton Systenis t,ised by the Provider, SUbcon,trlcactors"Im
del)endenit for data that is to be reported,1 transni itted,or cal culated,have been assessed and verill,"ted to be capable or
Processing data,accurately, Including year-dale depetident data,., For those systen,is [delItIfied to,be non-coillpliant, Providers
will take Initnediate action to lassure data integrity.
-i.p techno'logy the 2. If this contract,includes the provision of hardware.sofimiare,firmwal• niiciocodeorfmbeddedcli 1 11 1 1 1 1
undersigned wa,rrants that these PI-OdUcts,are capable of processing year-date dependetit data acclurately. All versions of
these,Products offered by the Provider(represented by the urider'sigried)gild purchased by the sLate will,be,verified f"or
accuracy and in'tegrity of ldcalta,prior to tran'sfielf".
Page 29 of 57
a
.r In til event
„ent f adecrease
� : e a s e I �(I ni c ti o t al�i�r N related,
elat r tot i e,.' a n date
t related o de and
g�Mr it r�,�t ial,subroutines � • d e i..
,
ardware or soffivare g t Pr or, lie Provider agr e to immediately tnake r qu,ired Corrections tion t
restor r1dware a,ii,;d sollware prograt,tilsto thic same level of functionality as Nvarratited herein,a.t no harg e to the state,
to
mid without 1;11ter°r-rr tion to the ongoing btisilwss ofthe, tat tiniv being,ofthe essence.
a The rovider and any Subcon.tra, tltservices u.nd. t this contract Ia,t-rant their policies and procedures littclude a disaster
plan
.,, � .. r�," provide
. for
w" nl .� � e."': �'"M ° x '.; :'� +�.. case
,y. ,.�. r;w,�.� ���... �..r�.. ��� „, ��, ..,��.� r."� Pot „w, � .�,..from
�,, '.,. integrity
,M..�,.
I l n tl� a r i� for serums deli r t continue "'i arse o n ni r� cy incl�r.r.Iing iiie, rr. r 7islin, .rom data intl grity
1111 liance issties.
H. VERIFICATION OF EMIVIII)YMENT STATUS ER Ir I:C TI II
s c I.:. ,�,. of r o, ,. � ,. �•.� P tl'',''..I h:.Alliance,
c". Provider' ur � certifies,the
r,r. e o the U.S. te ai.l m n t O, or,ni� lan . U.r r t lf tl -y system t� the employtii,ent eligibilit f all new employeeshired° 'r vid r ring the contract t r nr.to, per tOr rr
rT r l Yn'ienA duties� °t ir rrarit to thiscontract an that a e, subcontracts fi�i nud anexpress we� ," a . � r b n r n re " W W
r rr°r�rrrr r r providrrr,� rw r l purs,tia it t thi Agr nien r��rtrlr �,th r rl l t rr 1 t.o :rrf the r�rl��l r�r rat
e l ligibi.fity ofall new rn `oyee hired the Subcontractor ar•ring the iItilre contract t rrern..
L RECORDS AND, DOCUMENTAPI"ION
T L Provider shall ma �available
tlMr:abl1 to the
Alliance
llrrrc and the artrr rt ta,1 '.nd/ol party desii,:,Ynated by the
&, l a nIc: "amid,
.�,i the
.'�_ �� :,� ; rw" IM a.... ar rr. re ,".."�,x'. ..�> +��a ..� � ��,....'�,... I��.. ..`.�w. », �,, w.. a�:r ,.; � ...... mid
� ��rv., r„
� ,, rtrrr. rrt �� r�rl g� '�r�tr�rr,M.t� �rt���� �� rr� �.rr��rwr�t�,trr�. �� ,Ir � rr:,I � Ir �l � ., ,
� ��� t�� , r���I� trr,.rr� �.� ��� ���t �rn. ,
f �lI prograi,,ii relfic,iled iti fl rr niat r Sri a err ,,tail 'r� ta,tr ri onany slach syst ni desqn,i,catedby tI
Maintenance includes,accurate,and current t, and a-lid expons,and back
W of all data kr"n systenis according to
Dep rtrrrru rat star-Wards.
J. CERTIFICATION REGARRING INSPECTION OF PUBLIC RECORDS
I ,' �
r1Irtrr�u t tl ��u � �t t�. t� �, contract,,,, • X0,1( F.S.,ailcl other ap I iIala.
'"re�, :a',I`� I ". .,„ w � �.: �x�,�� 'Ao :.., w'm.w'u � m .. bl r�ru.� �.�r, � �� r �� ,�. ... � �1'MPart
Y..',� ,;� � ..ry� w de
,.
civil rbon r r.M��r�r�r.men a r.r�t r rpI.Iat y tr rr I .0,701 l I �LS.,�r�d t 1 A 11i .nc rn,d r� ePartti,rie t rf I I
M il r„ „ r n: , I c," �. .r o ider
r b� to
indemnify,= a n.. h. d ia mi l - the Alliance
l rance and/or
d o D
a t r e t
)r i `
art it-icurredby the Alliance and/or Department,,and.and 't mey 'fees,assessed or awarded agaltist the fr rxe a�rrdA,W
�. Chapter
IY� .�,.;ti �� �r, �, �, I� M..�tl6 ,'�this
�, ro.. re services
W lea m�:9M
par�titient.from a I)rr. l'r I rl ' Request made ,LU rriant t wl a t rr I I , � . w, conc rnIre ;dire .tract r r ices
per )rnied theretinder..
I Sec„try o ri 11,9.0 1 I F. .,„ states r ul b I i c fund s,errs expen d e d ban a ri l rr�p Ili ent d'Lie �c r niei ber. r� r�ontr i b u t I o n
r,.r any r��r n corporation', �r,rrr t r ,rr, tr tirst t r.� r a r e group, � )
I �r � � t � �. .rul������� other�,,�r�gnrrtrn,all,the f"irrr�r �raI, business,and,
;� �r yy � records
"" entity
`:. N' I' w, pertain
� "y * :� I '�,we �.. �,I ,", � „ ^y�, #„��.;,,.
R'le�aiber' hi re rd I Uch are entity itch pertain trra the r,rbIrr:agency i orild i � � ,�t� ��t.��w �I�I ,� Affairs)are,
.�� ,.records. .,ry,,..�;.i �, : � F.S. �, „r, ,: � r,.,w,. who
:y�,� ° :,,M, ..,;r� �o ..�:.. °w I. ��M ti, shall
- ,
Irr �rztrr�� I �.�. � recordI
�I.� t t.�� tl t r�mr. ar��r t w ,l� such r � � � ,hall rni It the record
tell be Inspected and copledby any per nri desiring in to do sir,, under reasonable circutlistatices.
The Provider shall r6 rrre th t the language ..f this
re r�t.r t.r n be iticluded ln afl
sub,agreenients,
v r �r�ant , and other
agreements mW that all Subcontractors shall certiti,la oinpl an core ingl .,
I hrs certification,r4 ra t .rr l representation ef r a t r �r.i which
ic reliancewas placed when
en this transaction
ra. wdwLion was
im. :�v orentered ii,i,to. St1bimission f this,c^ trfi.catr.rr r is
a re r+r q...�r�r.�t� � making
�r��t r�.� into this
transaction,
r r art on Imposed by O B Circular's A-
. f � t�rB signingbelow,, r r r cerf r r r I r t h I above are trice r11 (l correct,AL
„rr �M
.�rmr
��r trrr rr TI,t1e o fifli rued,Re r tat r .
..
mrvw"
yr
" r rut
(Streets'
P t,,e �� ,ac�
tlZip cod4l
Page 30 of"5
17 .......
Z
�j
ATIFACHMENT III
FMANCIAL AND COMPLIANCE MAIM01"
The ach-rilinistration,of re,olttrces,awarded, by the Alliance for Aging, Ine. to the Provider may be-sLibJect t tidit n , r rio nrto.r in,
oNi,roRING
In. additioll, to reviews of atidits, c on.t,tcted in accordance with OMB, C[I-cular A-133, as revised, and Section 215.97, F S., (see
"AUMTS"below), monitoring,procedures may includ'e, but not,be limited to,on-site visits 1)y the 'Department of Elder Affiatirs and
Alliance staff", lin-ifted scope audit's as defined by, OMB Circt,flai'.A-133, as, reviM.sed, a,-nd,/'o�ri,o�tlici-p r,(,)�c�edtil",e,,s. By, enteriii,g into this,
I ,i m, .1 w
agreement, tile Providejl* agrees, to cornply and coopet-alte with, any mon'tork g 6res/pr("wesses deenled appropriate by t!
proce
Allianc r tl-ie Departt'l-ient of''ElderAfCairs. In tile eveill tile Alliance for Aging, Inc, det 1,Imit es that a linlited, scope audit ofthe
Providet-is aI ropriate,thie Provider agrees,to,comply with any,additional Insti-lLictions,provided by the Alliance,for Agingy, Inc.to tile
Provider t-e,6o-Aardh'ig S11ch aUdit. The Provider fitirther agrees to con"iply and,cooperate with.any inspections,reviews, investigationS,,or
J audits,dzei-nednecessai-y by the,Chief l'in,ancial Offlicer(C]0)or ALidltor Getlerat.
AUDITS
11'ART 1: FEDERALLY FUNDED
This part is apr.plicable,1 1-te Provider is a State or local government or"cation-profit or.,g,,C-inization as defined iti�ONIB Cim-flar,A-13371
as,revised.,
In the ev'ent that(he Provider expends$750,000 or nwre in federal aNvards d1li g its fiscal,year, the Provider tiltist have a single or
I' iflc audit conduve,I in accordarice)Axith the provis
1,rog,am�-sped I, C I ions of OMB,Circidar A-1 33,as revised. EXHIBYF 1, to thisagreement
indicates 1"edercal,i'-eS.1OL1irces awardedtf,ril-ough tlw Departtiwnf of ElderAffairs and th,e Alliance by thiS agreestment, In deterrn,I i,rl i'll gy,t 11 C,
I"ecleral awards, expended in 1 fiscal year-, tile 1'rovider sliall consider all sokirces of' Cederal awards, including, t'�deral resonrces
-Elder Affairs, The detertnination orat'i'munt ot"I"ederal �.,iwar&q e pended sliould be
I.-ecelvedfi-Otnthe Alliance or the Departtlient of i i �s N
I -ev" P,r,(, conch,icted by the,Midttor
in,accordat'lce,%vith.the gUidelities estalblished by OM13(',''irct.flar A-1 3,3,as 1, ised. Ali ati,dit of'the widei
Cieneral rn accordance tile provisiotis of OMf3 Circtdar,A-1,33, as revisedl,'�,vill ineet,the requhen�wnts,ofthis part.
tt d ite e
In cot'inection with the audit requ ire n'le tits addressed in Part 1,paragraph 1,the Providershall fulfill the reqt6renlents relatiVe t0a I
respotisibilities,as, provided in SLtbpart Of()M B C it irrlar A-13 3 11 as rev 1 sed.
If the Provider expetids less,than, $750,00() ]In federa]awards in Its fiscal year,a�n midit conditicted iti accordance with thie pi-ovisloills
of OMB Circillar A-133,as,revised, is not required. In tile,event that,the Provider expefids less tham$750,000 in federal awar'(1s,in its
fiscal year and elects to have an;atidit condLicted in,IRIccol7dance with the,provistons oJ70MB CircuJar A-133,zis,r�evised,the cost oftlie
aticlit n1tist be paid fi-om non-federal resolirces.. (i.e.11,the cos,t ofstich widit imist-be paid,fi+otm Providerresmirces obtained fi-otn other
th,an t deral entitiess.)
An atidit condtteted, in accordz'�tnce, With this part sliall cov,er tile entiTe organization 6or the orgati,izations, fiscal yeare. Compliance
find-Ings related'to agrements with theA,II imice fbr,Agmg, Inc.shall be based on the agreement's requirements, hiclud.ing any rttles.,
regLdatiot-is, or statutes referenced in the Kagreen�,ient. 1-he financial statletyi.elits shall disdose whether or not the matching reqwremetit
wa,�sii,ic,t�ft)i-e,�ichapplic�tbleagi-eeiii,c,i, . All qttestionedcosts and.fiabilittes dtte tothe AlliancefibrAging,Inc, st-tall,be ftfl], disclosed,
Y
in th audit report vvith reference to the Al,,Iiaticet'oi.,A,giiig,.,.Iiic,.agreelxlerit involved. 11"rot otherwised isclosed, rUrred by Section.
1,dert 411 shall id,L Rtt-es,by agreeinei,A
3,1.O(b)(2)of OMB Circular A-1 3�3,ast-evised,the schedttle of expendit'Lixes,oft`e fl awards, nitify expendit 1
nttilibet,-for elcwh, agreement with the Alliance for AgLrig, Inc,' in,et'T ct dUring the audit period. Financial repoilltig packages requAred
under tilis part tiwst be stijbm"itted,within the earlier of 30 days,after receipt of the atidit.repoil or 9 il-lontlis after tile end ofth,e Provider's
fiscalyear en&
Page 31, of 57
PART III.- STA11'E FUNDED
1"his part is applicable 11fthe Provider is a n on—state enitity as deflined bY Sectioli 2 15.97(2), Flor,id,ca Statutes.
'1 :`$750,000 in any fiscal.year
In, the event tliat the Prov'dei expends a total,aniout-it of state finailcial assistance equal toor it'i excess of,
of such Provider(for fiscal years ending Septeimber 30,2,004 or there(zifte,T),the Proviclet-niust have a State sitigle,or PI.Dject-speciffic
audit for such fiscal year in,accordance with Section 2 15.97,I'lorida Statutes:applicable 11des oftl'ie Departnient offinancial Serv'ilce.Sl
and Chapters 10.550 (local goverimmental entities) (,,)r 10.650 (notipr(-)fit and for-pi-ofit orgai'lilzatlion,$), Rulc*s of the Auditor Ge'tieral.
EXHIBIT I to this agreenient itidicates,state finatricial assistance awardedthrOLItyll tile Alliance foi Aging,Inc. by th,is agreciuent., In
deursn-mining thestate fin,ancial assirStat1ce expended ll'i its firscal year,the Provider shall considera,11 sources ofstate fimancial assistancel",
I state,agencies and other non-sta,�te I.l State
includiilo,s,'tate finan,cial assistan,ce received ffom the Alliance f"Or Aging, Inc.,(),the �14 I
-thl-Oligh awards and resotirces received by a, non-,state entity, for fledeiruf
finailcial assistatice does, not inckide federal diiect oi pass,
prograni niatching requireni,ents.
In contrection,with the,atiditrequirenierits addt-essed in Pa rt 11,parag rap h 1,-1 t h e Pro v i der,sh,a I I en su,re th a t t h e a,u d I t ct)uri.P,I i e S wil t.h t1i e
requireents,ol"Sectioi,-i 215.97(8), Florida Statutes. This 111CI,UdL�S subin,issk)t-i of a Fin.ancial rel)ortttig package as del"Hied by,Section
215iolls') Rule.sFlo rida Statute s,and Chapl er '10,550(local gover jln�iental ennties)or 10,650(notij,)rofit and for-profit 01,124"CHUZZI a t
ofthe Auditor Glemeral,
If t[ie Ptiovlder exPends,1, ss than $750�000 i,n state filiatwlF.a,l assi F.stanc, in it's, fisical year(for fisc-til years enditig Septietilber 30, 2004
requ"-ed. I ti,tile event
or thereafter),ati,audit conducted in accordance with,the pi'OVIS1,011s of Section,2 15,97, I'lotJda Statutes', is,,not It.
that'the, Pt-ovider expetids less, flum, $7510,...00 iti state financia.1 assistance it'i its fiscal yearanid elects to have an atidit conducted 111
accordance with the provisiotis of Section 215,97, Florida Statlites, the cost of the audit niust be piaid fi-orn the notistate entity$is
resources(i.e.,the cost of such,an atidit til'ust be paid, rronii the Provider resources obtalned from other than State entitles').
I I
An audit coilduicted in accordmite with, this pan shall. cover the enure, organization for the organizatioti"s fiscal year. Cotivliallce
findings related to agreeni.ents, with the Allimwe for Aging, Inc. stiall. be based o'n th-e agreetnent"s requirements, inicl ' ring a n y ud."
-net
ap cable 111IC'S regulati ons orstz"ttutes. The fimancial statenients shall discloise whether or not t1le tuatching requiii-et"nent%,vas,i
pl I L 1 , ,
1`0 r
,e ac h a pip I i c a,b I e a re eirt e n t A I I c u,e s t i()n e d co s ts a n d I i ab I I I t I c s d,,ue to t I ii e A I I i 4art cc fi,,)r A g i ng, [tic. shall be full�l� disclosed iii tht audit
31
report,Nvith ref"erence"to the Alliance for Agling, Inc., agreement involved. If tu)t otherwise disclosed as,reqUired by, Rule 1691-,5,003,1
Fla.,Adt'n In.Code,the scheidule of wx N ..� - I I I I
penditures ofstate fimancital assistancle slu 11 Weritify,expendi-tures by agreenient fiun-,iber f'or each
a i t ie Afhance tor Aging in effect,dtifing the,atidit period. Fitianci,i] reporting, I'mckages required Ul'idet-thJS plart
greenlent "r (Ii I I
11"I'Llst be subtiiitted with,,in�45 days after delivery ofthe atidi an 12 tuotilliCS after the Provider's fiscal, ear endt'or
it report but,no tater,th Y
local gove,Nu merit al eritities,, Non-p irofit or f6r-profit organizations are requit-ed v-) be,s ubmitted Nvithin 45 dl,-tys at"ter delivery ot-the,
audit 11CIP111,I)II't, but no later ,'.ha., 9 nionflls after the Provider's fiscal ycar et id. Notwithstanding the applicability ofthis porti()1n, the
Alliance atid the Depa,11-tnient of Eldet-A 111,,tirs retain al I rig!"it atid obligation,to nionitor and oversee the perfortnaticle of flilis aoreen,ivnt
as ouflined throughout this dOcUti,,ient atid PUNU,at'ift to law'.
PART III: REPowr SUBMISSION
as,i-evilsed', and,required by PART 1, of
Copies oll reportiti�g p ackages for aUd,its,condti,cled iti aiccorc-hance, k8eith OMB 0-c,,War,A-l3,31.,
th is,agleen,ient sluill besu,bni itted,wlien,iequiH red by Section.320(1 d),OMB C ircula��r A-]33,as,revilsedl,, by or on behalf'ofthe Provider
direcd�,L to,eacti ofthe follow''ing.,
"I"heAlliance fi:m,-,Aging, Izic. at each, of the followitlitg ad dres,ses:
Alliance,for Aging, Inc.
Attm-� Fiscal Monitor
7'0,0 NW 107"Ave.,Suite,214
Miami, FL.331,72-3155
The R,�,*,d era l Auldit(.1earinghouse desigimted", lin OMB Circular A-1 33,as revised(the numb er oftoples required by Siectioi is,.320(d)
(I)and(2),OMB Circull-ar A-11 33,as,revised,should be subimitted to tile Feldertal AUdit Clearinghouse),at thie i(billowing adidress:
Federal Audit Clearinghouse
Bureau of the Ciensus,
120,11 Ea "1 Strvet
Jef,fersonville,,,1"N' '47132
Other Feder aft agencies and pa.ss-thrOU,,(,,,-.wji entities in ac(,:ofrdance with Sections.320(e)and (1),OMB Cii-iculai-A-133,as revised.
Page 32 of 57
Purstuatit to Se,ctl,o,l,,is.320("I"'),.,,,OMB Circt'llar A-133,as,revised,the Provi der'shal,I subryi It'a,COPY of the reporting packagedesel-ibed in
Section, .,320(c),OMB Cirud13-13,as rev ised,atld a,ny niariage',m!ent,letter issued by the alt,,id itorl to th e A I I tan ce fbt-Agi n,(-,Y,,
In, c+a t.
each of the,followhi I ad,dresses-
A111,ance for Aging,, Inc.
Mtn': Fiscal Monitor
'760 NW 1,07111,Ave. Su its,214
Miami,,FL.33,172-31550
Additiotially, copies, of finatilcial rep-Al'iIig packages reqUired by Part 11, of this agi-eet,il,era s01all be st,ibmitted, by or (,,),n behalf ofthe
Prov ider d,irectly to each off tile, R)I low ing-
"I"heAlliame f'orAging, Inc. at each of-tile folfmvi.n.,g addressesl:
Allimice for Agi'llig,Inc.
Athi: Fiscal Monitor
760 NW 1071:11 Ave. Suite 214
Mlami, FL.3,3172-3155
The Auditor General's Office at,the f6lkming address.
Sta-te of Florida Auditor General
C!Aoude 5,74
11,1, W es t, M a dils on Stmet
T"allahassee, Florida 3,23994450
1"StIalit to
Ai1y reports, in,atiageil,nent lettm 111,11C. PU th i's
, c,,-, or ther infornuttition required to, be subtilitted to tl,',ie Alliance fol- Av,),inoll
agreernent shall be stibmitted th'i-icly itl accordance xvith 01MB Cir)cular A-133, 9 -s 10.550 (l oca l
Flor 1 ida Statu,tes, atid Ctraptel,
govenuil,ental etitities)o,r 10.650(nonproflit atut for-prorit organizzitions),1 Rtiles ofthe Auditor Ge'rierafl,'fas applicable.
Providers, when subm,itting fituancial 're, orting packages to, the Alliance, f6r Agirig, hlc., for zxudilts, dotie im accordance vkrith OMB
p
Cit-CLI'lar A-133 or Chapters 10,550 (local �,,Ypwrnnlental, entities) or 10.6,510 (noiiprofit and for'-pro fit, mg;,aii izat iorl s) ul, o f t
e
Auditor("Jenieral,sh,otdd indicate th,e date that tile re, package was,defivered to ttle Provider r
P0111119 I hi coi'4,*esp(:mdence acc(:)tnpan�ing
t1te reporting package.
PAR!,," M. RECORD RE,"TENTION
1"he Provider shall retiain .ow ut"flict t-c:,coi-ds demotish-atitig its Coniphance Nvith the teinis ofttlils agreenn t ("(,),r a period of six years,
fi-otii thre diite tile audit re I ot-Aging [tw.or its,designee!l he CFO or Auditor eneralAccess
pot-tis isstied,mid shall-zfllo�v ffixe All'aiice 6 1 1
-s are made avadable to tlie Alliailce, ftu-Aging, 111c%,
to such rm,.),rds up,(.M "I'lle Pfovider shall,ensure th-at aUdit Workirig papei 11
or,its desi (I I -equest 1, r,a period of"six years ftoni the date the iattd,it
gii ee, t he De pe-rtm,e n t o r i t s d es I gn�e e, C,F 0 Oj-.AU,d'toj Getieral LIP011 i
report- is,issued, u,tiles,s extended,inwritirig,by the Alliance fbt-Aglifi& 11,1C.
3 of'5 7
ATTACHMEN't" III
EXHIBIT—1
I'm, STATE RESOURCES AWARDED TO,THE RE CI P]EN'T' PURS-V ANT TO THIS AGREEMENT CONSIST Off THE
FOLLOWING:
'MATCHING RESOURCES FOR FEDERAL 1.31,10(oRAMS
PROGRAM TITLIE FUNDING SOURCE CFDA AMOU N T
..........
TOTAL STATE AWA RD so
ST A T E F I'N A N C I A L AS 1,STA N C E SU'RJ EC T TO Sec. 1215 9 71 IF sl.
PROGRA-M TITLE FU'Nl.'),ING SOURCE CSFA AMOUNT
—Aliheim.er s Disease Initiative Pro�ra.nli menial Revet'llie 651.002 118,07.73,
..................... J
011NOTAL AWARD V)1,11807M73
COMPLIANCE REQUIREMENTS APPLICABLE TO STATE RESOURCES AWARDED P"URSUAN'T TO THI'S
A(-;'REEM'ENT ARE AS,FOLLOWS:
I te Financial Assistance
S ec t to n 2;15.9 7 F.S.
Cliapt I I I Ue e r 69'1-5,F ha. A d inin,is fim a tiv e Co I
Page 34, of 57
AT"'!AC"MMENTAII
EX"IBIT-2
PART 1:AUDIT RELATIONSHIP DETERMINATION
.1
Providers who receive stateor Federal resotirces n"my or niiay not be s,ubject to the audit requrren,ients o fONIB, CUTUl arA-133, as,
sed, and/or s. 215,97, Fla, Stat. Providers Nvho at-e detern"ilned to be t ts or sub-recipients offederal aNvards tand/or state
financial assistaticenlay be subject to tht auditreqLlAretiien,ts if ttie auclit thre,shold, requil-eni,ents set fortli In Part I an,d/or Part. 11 of
Extilbit, 1, I's niet, Provid,ers,"rtio have been detertilitied, to be vend,ors are not subject to the,atidrit'requirenients, ofOMB Cl'mllar A-
133,1 as revised,atid,,/or s,. 2 15.97,Fta.Stat. Regat-dJess o-fwhether fl'iel audit reqlltrenw,nts,are,ille,111 Pr()viders,who,liave been,determined,
to be red iplen"(s,0j,+slub-irecipients of feld,eral awards and/or state financiIX al assistance rMis"t conlplN,),. vvittl, applicable prlqgyra,mt�ilatlic and
11scal
I n acc o rda ti c e mr i t h See 2 10(.)f 0 M B C i rc u I ai A,-13 3 an,d/o r Ru I e 6 91-5.010 6 1,I`A C f1ro v id er h as,,bee n de ter-ni i,n e d to be
V e nd.or or e x e rti p t e n't i ty an d In o t,s u bi e c t to 0 M 13 Circ u I ar
R.eclp*[L*t,it?'�s,Lib-t'e,cipic,n"t mitiject to(IMB Circtdar,A-133 a.,11,(J/or s. 215.97,F.S.
................... Exernpt organization dot subjeat.to 2 CFR P ar,t§200 and/o r s, 215.97 awa 1 F.S. For Federal rds,for-profft organizations are
exempt-for state financial assistance projects, public u'nivers,ities, COI MMUn I ity colleges,district school boards, branches of
stake,(Florida),govern,ment, and charter,school's are exempt. Exempt organilations,must comply,with all compliance
requirements set forth within the contract or award doicumen,t.
N a 0 1 t* P rov id er'is dete rni i n e,d,to be a re c en t/s,tt b-rec en t o r fe de ra,I an.d o r s ta te fi n an c i a I a ss i s t ti cc an,d 11 as, 1)cc 1'1 ap pro
F` S and, Rule 691-.00,6(2) F'AC [state finariciall assistanicel
tnust cotii,ply iviths 215.97(7),
bY the Dejmrtn,imit,tosubcontract,tliic� I
an,d Sect-limi .400 OMB CIrCLI[ar A.-133 ffeder,al awards],
PART'If: FISCAL(70"N1113111111j]ANC E REQ1VIREM''ENTS
#
FEDERAL AWARDS OR s,'rA"I4.`, MA"J"CHINCA" FUNDS('.'.)N FEDERAL AWARDS. Providers wh,o receive Ueral aNvards or
state n,mtchit'ig 111md4 on 1""' d,cral muds, and, who are determined to be a si-ecipL-,tit', ]I,ILIst co,rTlply� with th,e fi.flJowi,tig fiscal law��s,
rules and revTjfl,ations,
io
STATES, LOCAL GOVERNMENTS ANJ) INDIAN TRIBES MUST FOLLOW.
-ibal Golvernnients,(Foi-merty OMB CHT'Lliar A-87)*
2 CFR Part 225 Cost Principles for State, I...,ocal and Indla,n 'Tt 1
4
OMB Circular A-102—Ad,nitinistrative Reclufferfients
OM B Circular A-133—Atidit R- equ,iretll,ents
R(;*F re nce Guide ("or State 1,"xpend,itures
Other Fiscal req,t,J,re,,nients set fortli in prograni, laws,r-Lifes anAregulations
NON-PROF11"'ORC fir NIZATIONS MUST FOLLOW,
2, CFR Part 230 C'ost Priliciples, for Non-Profit 01-gariiizatioris(Forimerly OMIB Circular A-122—Cos,-t Vrinciples)*
2, C FR,Pa 112 15 A d tiii n i s t tisi t i ve Req u ii'.re.men ts,(T or,rri er'll y 0 M B C i tv u,I a r A-110.—A,d rti i n i stra t i ve Re q U I t-e M ell I's
Reqttire meets
)
0 M B C"'ircu I ar A-133—A tid,I t R e q ul'1"e 111 C 1,11 S
Reference Gulde 156'r SItcalte Expe,,nditures,
Other f1scal, require'Rients set,for di 11I'pt-ograM laws,,,111fle'S and,regula"(1011's
EDI JCATIONAL, INSTITUTIONS(EVENIF A PAWY OF A STATE OR LOCAL GOVERNMENT) MUSTFOLLOW..
2,CFR, Piart',42,220' Cost-.Principles for EdtIcationLIC1.1, In,stitutions OMB(F'oi-Iiii�eri),,' �Cil-C�L,I,la,r A-21 -Cost Pri,ndple,$)*
2 CFR, Part 215 Administrative Req,u'i�l'IL-tilellts,,(,F(�),t-niei,-,Iy OM B C i rctil'at-A-1 10—AdIlmnis t.rca tive, Require rnents•
OMB Circular.A1.33 —Audit Requirements
Refierence Guide for,State Expen,diltUMS
Ot
lrt,tni 1aws,rules,and,regUlations her fiscal reqtnxetlients,set f"ortIl 1111 pt'log
*Some federal prograi"Ins iiiayr beexetripted 1I'0111 �h,e Cost Prin,ciples Cii,rct,dars as,noted hi'the OMB,Circular
f 1z,'i gle, 3 5 o f 5 7
t
A-1,3.3)" Coin p 1,iance, Supplenlent,A ppend ix I
firiancial assistance an,d�,�,,vlho are determined,to ble a recipi,v�-,rl,t/silib-
STA.TEFI,NANCIALA,SSI'S"]"ANCE. I'�lt-ovid,er,swlioi-eceiNe,st�Crite�' . '(1
reciprentin,L]SIt Co'n1pl, ,? with 'the foflowiffij ,fisc-fl law,sl rLdes and regulations:
31
Sectibil 215.979 Fizi., Stat.
Chapter 6,91-5,FIaL. Adttiin.Code
State Projects Cori,lpfiance Supplement
Re feli-en,c e(IT,u ild e f6.r S tat e E x Pend itu res
Other Fiscal reqturements set f6i'll'i il P1.09'rM,rn laws,I'Llies,and i-c-Igulatiot-is
THE EST IS PAGE WAS ILEFTBLANK INTENTIONALLY
Page 36 of 57
AT01"AC"MENT V1
ASSUR,ANCES'-.NON'-C�0,NS"'1,""R(,JCI"4'1("')N t"ROG11,AMS,
..........
Public repoait,ig burden,fo�r this collection ofinfornicationis estimated,to avei.-age 45 nuinuteS,per respotise,includingth'Pe f6r revieNving
instruction,s.,se,axellincy exis,ting datt,i Sources,gatheri,ngcand maintaining tfie data,needed alld cotn,pletin, tind reviewing the collecti,0111
L .0
of infi6rm,ation. Send coniments, regarding the btirden estiniate or any other aspect of this collection, of inf riliation llicluc'lincy
suggestuons, fbr red-twing this buird,en, to the Office of Manageti,en,t and Midget. PaperNvoik Reduction Project (0348-0043)T1
Was,hit,igtori, DC 2,05103.
PLEASE DO NOT RETI,JIZN YOUR COMPLETEDFORNITOT"HE OFFICE OF'MANAGEMENT AND B,UDCi`�E.T,,
SEND IT TO THEADDRESS PROVIDED BY THE SPONSORING, AGENCY.
Note- Cei-tain. oftimse assturan�ceis Ma I
y n ol be a p a b!e to y o u r 1)r"I e et o jr,p rog ra n,i. I f yo u b a,ve q u estio n s,,,pi eas e co n tia c t
Hit aw-m-ding agency. Further,certaln fed,et-al a�war,ding,
i agencies nuty require applificants t,o cerfify,toadditlottal
tissul'aAces., If sluch is the case,you mflible notified.
I Has,the legal atjihoj'lt� api, ly for f5ederal assist,ance and thie itlstitutiona
y to 1, manm erial amd ftiiancial capability(1111C]Uding
-mis v 11) n 1,an d c o titip 1,et i'lun of't h e
ftinds stiffilcient 'to pay the no'n-fi dertal sl�i-c-,,ulre otproJect cost),to,e �ut , pt per planning, ni,anagenle
pt-ofiect described in this,appl.1catto,1,11.,
I W'ill give the award,ing agency', -ough any atithorized
the Con-iptro]let-General orthe United States,at-idif a,pproprqlte,the State",thi I
re prese n tat i ve,a cce ss to a n d th e ri g)"i t-to e x atill 1 ti e a 11,record s,b ook�s,pap ers,o r d oc u,ni e nts,fre I a ted to,th e aw a rd ati d w 111,est,ab 11 sh
'amg 311c'y
rally accepted accounting stand,ards,(.)I, d,rectives.,
'i in a,ccfLL),1rdc,,,uice,,with getw
api,-'(")pei-accot,,tii,,Iit,igs,,,ysteii
3� W i I I estab I i s h sa,fe g u arld s to Pro hi b I t e ji'i'i p I o�i,i�ee,s from u s i nz(��F t 11 e i r pos i t ion S ro r a plu rp 0S e th at,c o rist i t u t e s o i-prese n t s t1l L,ap pea ra n c c
'o
pei-sonal or,organizational conflict,ofinterest, or personal gain.
4, 'Will, initiate and co,nipletle tile work wi,th'iti tlie applicabletln,Ie fi-aine af1et recet �ipproval ofthe awzzi,rdit,ig agency,,.,
pt of��
!I
5 'Will cotliply witli, t1w, hitergovernmental Pet'sonnel Act, of 1970 42 LJ,S.C 4728-4763)relatitig to 1.),rescribed standa,rds f`br
il'iel-it systetil,s for progran'ls ftitiAeld Under one of the 19,statutes or regulations s,pecified in,Appendix A of0,PM's Stan,dards 1"or a,
Merit System (51 CF R.,900,Subpart IF).
6. Will cotnply with allfederal stattities redating to t-,i,otidisci,-ii�iii,iiatio,,n. T'hese include,Imit are not fini.1ted"to: (a)Title V1 ofthe Civil
7 , -i (b' T i I I X o f th,e
Rights Act of 1964 (P.L. 8,8352)whilch pfrohlbits,discritninati,on,on the[),asis ofrace color oi-ilational ot-iggit It e
irm,iblits dis,icritniination on the
EdUcatlion Atnendli'i,,ients ofl,972, as,aniietided(20 (J.S�C,, 1681-1683, and 1685-1686 which, p 1 1, 1,
basis of sex;(c)Sectimi 504 of the Reli,abilitationAct of 1973, a amended(29L.J.S.C. '7941),''w'hich discrini.in,,ation on
the bas,is of [raltidicaps; (d), the Age, Discrin-,driation Act of' 1975, as, atnended (42 (_J.S�C. 6101-6107), wtiicti proh,ibits
mded relating to
discrin,11nation on the basis of age; (e)ttie Drttg.Abuse Officle atid"I"reatment Act olf 1972(P.[..,. 92-255),as anic
-ehetisiveAlcohol Abt,ise anid Alcohofisni Prevention Treatment and
i,�i ond Iscrill'i 1 nation oti,,the basis of drug�kuse�,(T) the Com pi I
Reh-ab,111tation Act of 1970(P.t.,91-616),as,am,en,ded,rela,fing,to not'idisci-iiini'li,atio,,t,'I,on,the basis,of"alcohol a,buse or alcoholism,
(g) 5"23 and 527of the Public Health Service.,, Act of 1912, (42 'I.J.S.C. 290, dd-,3 an.d 290 ce 3),,tis mmen,ded, relatitig to
coil fidetitia I Ity oficallcohol and c"Irtig abuse patient records"', ("ti') 'ritie vni, of the Civilf [Ughts Actof 1.968 (42 1,J.,S.C,, 360 1 et
1011
seq.), tals, relatin,9 to In the sale, ren,tal or financing 0fl'10LJSLT,1g- any
7
proVIS101"IS1,11 the specit"ic st"(3tute(s)(11'.11der which ap, licationfor federal iassistance is bleHig timd,e;atild,(j the requirements ofatiy
P
i itri I n a,i o
other nond'scri t' n statute(s) inay apply to tile applicatiloll.
7. Will has alre,,,idy coniplied, xvith the requirem,etits,of"titles If and 1.11. ofthe unif'orm Rel f ocation Assistance aillid, Real
Pi-operty Acqnsiltioil Policies Act of 1970 91-646),which provide for filir and equitable treattment of persons,d,isplaced or,
�,,,%,h,ois,e property isacquired 4as,a, riesult ofRAeral or federz,,illy ass isted prograilis. Jhese requirements apply to all interests,iii, real
, 'I 1 1, 1 1 LU.&I
p ro 1)e rty ac q u i red for pix)j ec t p u rplo se s rega rd,'e ss of fed e ral pa rt,cip ation in, p hases.
8, 'Will comply, as applicable, with the provisiolls of the Hatch Act (5 U.S.C. 1501-15108 and 7324-7,328), which, linlit the
political activities of eniployees whose principal employnient activities carefund,ed In whole,or in,partwith, fiederal funds.
9. Will coniply, as, applicable, with the, provisions of t'he DaVis-Bacon Act (40 U.S.C. 276,�i to, 27,6a-'7), the,Copeland Act (40
U.S.C. 276c cand 18 11S�C., '874)and the Contract Wot-k J1110L11`S,and Safbty Staridards Act(40 327-31,33), regarding
labor st;�,tndards-for ft,:Jerafly assisted constrtfiction SUb-agreeillents.
Page 37 ol�f 1,57
10. Will coji,,iply, if app,licabIt,with flood insurance purchcase requ,ire.ments of Section 102(a)oftlle Flood Disaster Protection Act of"
1,973, (PI. 93-234), which requires recipienIs in a special fl,00d hazard, al-ca to participate i'ti the program and,to [XIrchase flood
insurance if the,total cost of insurable,constructk)n amid,acquisition 'is$1('),(I)00,(-),r nu)re.
11. W'1111 col"11ply 't]'I ,Ll".I'vi,l'ol l.l,l l llentaI sl an,dards which tit,�iy b e piv scrib ed,ptur su afl "to'the tbllowin g: (a) institution ofenxi ronmental
quality coi-itrol, t'vie*,a.sures uri,der the N' Lational Ell v i rontilental Poficy Act of"19,69 (RL, �9119011)and tl""."xecutive Or'der,(EO) 115 14-
(b),nott"I"Icatim't of"viollatItIg Etacififl,es pursuata to ED 1173 8- (c), protectioti of wetlands pursuant to EO 11,990- (d evaluation of
,flood hazards iri I'loodplains In accordance Nvith EO 11988� (e), cl,ssurance ot prolect, con,,sistency with, the approved, State
n,mnagetlient progr-ati'll. developed mider the Coastal Zone Managernent Act of' 1,972 (16 U.S.C. 1451 et seq.);(f) (:onR,)rtnitY
1 of ta 11 PlanS Under S,ecdon 176(c),of the,Clear All-Act of 195151,as aniended(42 fiederal a,cti,ol,i.,i,s ,tol,,St,,at-e(Clear A14)Iii,,i.pi,eii,ie,-,i ,t'oii,
U.S.,C 740 1 et,seq.' (g) protectloti of' undiergIro `e D r,0 nk'ng WaterAct of 1974,
und SOUrces of drinknig xvatei Under the Sat I I
as ded, P I
, (P.L., 93-523 a,,nd, (h) 1,,-M-otectlion of et�idmlgered species tindei the Endangel'ed S ecies Act of 1973, ws am,,ended,
(P.L. 93-205).
12, Will comply with tlie Wild and Scei'vic Rivei-s N . of 19,68 ('16 u.S.C. 172 1 et seq.) rel'ate'd to i
Pt."otecting coi nponents or
potential compolien,ts of tlie national, wild and,scenic rivei's system.
13. Will ass,is,t die axv�-IiAing agetIc 1, 111,assuring cuil'iPliatice with Section 106 of the Ncational Ffistolc P,es ion Act of 1966, as
Y I I I i i ervati
ati,,iended,06 U.S.C., 470), EO 115,93 (identifi cat lon,andprotecti of histol-ic pi-ol)erties), atid the Archaeologlical,and IIII!,st(,",)wic
I
PlTsei.lvatton Act o f'1 1974 0 6, U.S.C. 469'a-I et seq
v it i 14. Will comply with P,L,.93-348 regai dJ,ng the protection Orl,1111,1,14,111 stfl)jects inxolved iti t,,esearch,develiollitiiletit,,twid related actl 1 jes
sttpported,by this,award of assistance.
as atrii,etidect., 7' U.S.C. 2 13 1. e t se q. pe rtait n i n g 15. Will comPly witti,the Laboratory Aninizi Wel-flare Act of 1966 (1" 89-544",
'to thie care han,d1ing atid treatti,lent of warni-blooded, aninnals held for resem-CIIII leachitig" ot. Oth,er activities S111"'.),I)IOrted by this
awalixt
'16. Will comlply%vilth, the a -Based fld, int Ioisotiing, Prevention Act,
(42 4,80 1, et se�q.),w1ii,c]'i prolubIts the LiSe,01. lead-
baseld paint iti, constructim ori-eh,ab i litat ion of t,,-,eslciei,ice,,sti-t,i,ictt,,ire,s.
17 Will cmise to be performed the required Fmancial and conip liance(atid its in accordance with the Single Audit Act-,Atiiendmetas
of'1996 and OMB,Circular No. A-131131 Atidits.of'States, Local (.J'o,vejnm,ents,,an,d, Non-Prof"it Orgiai'ilzatloills,.
tv gu I at I Olis atid policle -I g, t 11 i S 18. Will con,iply with all of"all other Cederrall laws, exect,,ItIve orders, ""s glove,111il
prografi,V.
S Z T RT I ' I—Yl N'( F I("IT T I I It,1:�
I F 1I Kyl 1 1'.I(","I N��NAIF t I R 1: IA
w.
ell
c(AC
,04
................. .................
AI-11)[AC"AN"I"(AWANIZA.11C.NN 1xvi L:SU BIM IJ I I"
Monroe County Board olf Coun4p- Commissiolners leta I III
Servicestin-"Home Services,
Page 38 of 57'
ATTACHMENT VII
ALZHEIMER'S DISEASE INITIATIVE PROGRAM
BUDGEl" SSUIMMARY
ei provisi i nbet of''un its of set-vice and at the
I'lie,Alliance sliall rnake payinezi.tto the Provid for on ofservicesup to a,maxinnim I"Ul
reate(s)stated''below®
maximlum,
S e ry i c e U n�I'm U,n its,of M a x 01M,U M,
Slervice to be Provided Rate, S e rvolce Dollars,
[Case Manapment $ 60,73, 3 1 1 88 5.35
Case Aide 15-00, 6 9 0.13
I.Ca!Niver Ttaln,jlnq� Ind, $
Geron,tlolp,2�,Ical Counseling Ind $
Educ,ation/'Tral'iln,ilnl,g.,,,,,,,,,,,,,, $ WWWOO Www A
Res',pite, Facility $ 101.9116 5�,8 17 $ 63,1752.183
Respite In-Home $ 24.22 91,8 ---$- 2212,27.38
I'l Zed A DC �7
Specialized Medical
Egulpment j I $ 2,F 744.92
Gost Re'mb
S h.op cv, 30.90 19 $ 5,87.10,_png Assistance $
Telephone Reassurance CV 27.37 19 ' $ 520.03
Tra,nspartafion
807.73
Page 39 of 57
A`11"TAC"M'ENT V111
'a LZMEllm"rum'ER'S DISEASE INITIATIVE
A
INVOICE REPORT S,C!IEI DULE
Rejmi-t Nutnbei- Based On Submit tf,,,-)Alfia nay
ve,on
thlsf)inn
le
I ilidy Advwlc(��,* J u,ly 1
2 AU,g,USt Advance* J 11 ly 1,
3 J ti 1.),�-E,x I:ie n d i t U re,R.e p ort August 10
4 August I 4"Apetidittire, Report S ep te ni,be,r 10
5 Septem,ber Expend itUre Report i I 10,advatice reco,tictiliat ton Octoll)er 10
6 10, October 1'.Al)tnditure Report 1,/10 advatice recm°idllatiolll N ovenlbet,
7 Noveniber Ex Pend i ture Repon 4 1/10 adwi.twe recoticillatiloti Deceniber 101,
8 December Expenditul-e Re't:)oft-A-- 1/10 advanice iecoti�icdla,tloll January 10
91 J anti,at-N,� E x p end i t Llre Re po il 4- '1/10 ad v ta,n,ic e re,c otic 1,1],at 10 n uary I
10 1 ebruary ExPetiditff'e Repot-t + 1/10 advance 1'ecollcilia tin ol"i Ki r(,,,,1,i 10
t pendtureRe ort + t-econciliation i 1 10
vrc 11 1 4 X i I c I 1 1, 1) P'10 advance Apt,
12 A Pri I 'E.1,xpend iture Reti,ort I)�r 10 advance recotic 11 lat 101111 May 10
' at, le 13 NIA),ir E"Alpenditure Report4- 1/10 a dvance ieconci H 1 1011, jul 10,
1 June .Expenditure Repot!4 1/10 advance,reconcifiatfonon Rtly 10
15' 1 in 1` pendALH and cl oseout July 3,1,
Le,gen& Advance based on prqjected cash need.
N(Ae I: All adv(ance paymvntsnude to the Provider shall be reull tied, to the Affianice as,F011ows.
One-tenth, of the, advzI non ce pa),meet received, Iall be ielpot-ted as an advance recOUptnent on cacti R.(;,quesl
for Payment, stiaftin.,,gy with reputt #5. 1"fie ad'u unent s1m,11 be i�ecoi�ded in, Pal-t, C, Line 1, ofthe 1 [017
s i
(Auachment I X).
'Note 2:, Submission of expend 1,111,ure rej,')orts ti'llay or niay not genei"ate a paynieta request. It"I'mal expes''I"Idittwe
re,por-t reflects ftulds,due bicack.to the Ali iati.ce, t),aynient is toaccoinpany flle report.
Page 40 of 57'
e r
ATTACt. N I.XREQUEST FOR PAYMENT
Form 10
I,
`r !der Nam e,Address,P h o n e# Type OfRepon
n tra(A
Promder, I=7
Address,:
ron „ ,
14�� � � �. � ursernEt ReporlPenod
I
iI „. ,
CE RTI II CATI 0 i :I he re byce rt that t s,re quest o r r i,,i nid con ri wj t h the rm s of t he a bove co Pi t racy.
Prepared n Ia te, ApprovedDate
iBUDGET SUMMARYa¢I ` TOTAL
t ess C urr rit Mon th Al v,Payback
^ �, 'I0.00
� � Fri�� l F 4 �forforor htl 00 ..�� �................. �.......�..... ..........www���, i
i
CO-PAYMENTS E T MONTH CONTRACTYTID PrIcir MIoATD,
1.Number Persons sed,Co-- e r uct
.N't rn r t r orb waived ft rTI tr��r�m�16�o l° it rr��r��l� r� rat,
4.N uni be r of 1peti r ,vy,r l fto m ash s"rjl e rrI
,N't im ble F of pierso n's exem pit arum -pay,
e Tota I asin ounNt of co-pay asses d -
I 1 A CI Form �°vis ed W,cembei,
e 41,
4 /
Attachment
RECEIPTS&UNIT COST REPORT
Forte 105
It
mmmmn�mmm mmwxxxuunn mmmmn mmnmma mtwmmw�wuuw wwuw irvmmmmmm"uumm mn xui mmmmmeemuuuewwiwww
PROVIDER NAME.ADDRESS,PHON! FUNDIN9, SQU&CK, 1"15 819-P�,81 ROM;
�� Con
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10
fsurt 'rr�r� ,p
d
N FART
° 'edify to the L)est of rn y knowtedge and h 1p f that t1iils report is comp te and c rr ct;and all OLItlays herein are for,purposes,s w l forth in
llrea ntr l: Fu.rrltter"I certfy that the attached m onthlyand"PTO seiNce wiits,kincluprli t cl Ile t're dirt is courect.
Prepared m e t Approved :" � D t �
w wwwwwwww
I C E FU ', EI `T , A. Appru�edBudget t ctual T I I Bill[Ing G TGUM Billing f "eta of'Approied
for ths report Year to Datie Buckjet PH or,I ,Re ce Jp ts YTD,
�mm�m�m mmn
St ate Furids #D[VO
Program lnrzme
...,
Gash M at ;f
"SUBT T L, Cash Receipts
„
TOTA L E IP T ,10 µ 1 :gym NIO!,
w
ermces C witr t Billable Unit Rate Rale ,.revou n,,t Eafried mrT-D -T-D Curt rit Morlt1 rT-D
mourit Units "This Period iIkabl BJI(able 1jndk,jp Chents Undupheat.
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a
ATTACHMENT A,
Tiltle- Department of Elder Afbirs Programs,& Sery ice sJ landbo(-)k
. . . ....... u o�,Irnerll,,S/
ANkAlk), 4111- A- I-)
PI
Pagle 43 ol*57
J;'
ATTACAMEN.F B
STATT Of MGRIDA, DEPA I RTMENT OF ELDER AF F"MRS
PA111"L, REA[)1111 E'it If ED FOR 1LLU'STR',A,`U1V'E I N FOR]NI ek"FIGN 1"GU CO3NIPLETE1111S
FORN14
Briefl) I le p rOICY'ral"'i-1/1" rov
i describe the geograph ic area,�served b�y ti ftic i I ity a n d t1i e type o f'se ry id(,*,,&
kgO�.,%j ome UAW
...................... ..................... ir !...............1�! 1% *
_12&� 1= & ... ....................... �iftl,
..................I� 1 1 , 1 , 1 1 1 e-191 let
................... .............
).1 ,
'A A.
.......... ............��.
2, PO Pt JLATION OF AREA SERVED,., Saur c,
f d a ta
Toiijal# )A" %RIkick 11146,1111 S 1)at I i C !�iN Other "%0" F e n,441 C
3. 'S", F F U R,EN 11 Y E M Pt.,0 YE Di. Ei ffec t i v el a C
............
�11()While, �o Hl'ack IS 1`41111C %Female Nsabl ed
4. CL,LEN"rs CURRE.NTL,Y ENROLLED OR. R.,EGISTERED EtTective date.,,
C)
31ack 11!,"�)Hils,111(mlic F( (Atier 11 )1"'C Ill a I C I# VC
2.. qAP 0
,5. AD'VIS,O-RYO�R,(.,',j"O,VER'Ni"'NG BOARD, 111"APPL.ICABLE,
�,,O' W111(c Mack %0 Hispi"u"lic 01her, �,6` Nsabled
1, 0 !4'0,
13,X111"I i: t,'SE A (.')FA,'1AP1�.R F,(,)R AN I' t"A 11 LAN A1110 N'S RL,7,011 I I N(I OR II,,S1 ACE*
6., Is an As,suiance ofCotmiliance on file with D10EA? If N/'A.or N0,1,exj,.31a,i11_ 'N/A YES, NO,
7, Conipare flile staiTcompositilon to,the populatloii. "11s1. .stfatf representativearthe p0pUlation'.
117 N,/A 014 NO.e x p I a 111 N/A YES 'NO
8. Conipare tile clien,tconiposition, to the population,, Are race and, s-ex characteristics representative
of the population"? If''N/A or,NO,expli"1111. N/A YES N 0
19. Are eligibility reqtdreillients for services, ia,pplied to clietits, atid applicant's withotil", regard to rage,
Color,9
national ongti"11111,s,eX,age,,refigion or disabifi ty?' If N/Aor N10,ex1plain. N/A YES NO
El
vall bene.fit't"s sei-vices arid 1"Actiftiles available to applicant's fir 10 At idparticipants iri an equally effe,ictive
t i les -1 1 -el n n, e r -'e, a1 cli ,s r sex, of ace, ,, color,, ag natio
n on al, oi(g ii, i igion or,disabilit,y? If N/A or, NO,
explatri. NJA Y E NO
El 1:1
"Nn't S I 9timents niade w4l-wut regard to race, color,nadonal origin or i n-pta''t,i c i e ry i cc.,s,a re,ro oni a s S I 1 1,
or disability? 'if N/A or NO,explain,,, N/A Yf"�'S NO
El 11
Page 44 of 57
12. Isthepil-ogi-aiii/-f",�,,cil.itya,ccessi'bletoi,ion-Ei,igilsii,speakiiigcl,��iei�-i,'ts,')I I'fN/Alt,)rNO,,(f*,xpllain, N/A YES N10
i7e em p loy .,a pp acid participants infolmied, oftlieu piot t�i, i, ,a,�.Fa,inst, discrimm,ation,? if
YES,how'9 Verbal Kittell. ��pos'ter 2r IfN/A orNO,ex. lah N/A Y"F'A'S, N 0
+ p
El,
14. Give the number and curr'c-, atu of ziny discrinvination conliplall"its regarding sel-vices or
employtnent filed inst ttic program/filcility. N/A NUMBER
ng, a id sight-in,,lpaired individui'llsf? If
15. 1 sth e progra nil fi c 1,i ty,p h y s i cal I y a c c e ss j b I e I o ni b i I it)� h e a i 1 1, 1,
N/A or NO,,,eXplain. 'N/A. YES NO
1:1 14 El
N E 1"k!PLO Y 1,Es.I'll-W l I F,:F(l)[A JAV lN'(`;Ql IESTJ ONSAJ,"Pl A"TO PR(f"WkNIS AND VA(l LITIES WIT11 15 OR� '110"IR .,I
16. H,asas,elf'e,v�al,tia,tioi.�ibectic,(,,)�,tidt'icte(it,(), ide, til7 erving disabled [ndividUaK,
11 N,,r an),,,� barriel's to,S ari d'to
nnake,an�y necessary nvdificiations? 'If N(), explain. YES NO,
El
IT Is there, an established (A lllcol,pol,grievat'ice procedure th t at dtie process ur� the res,olutioil (,)f
"'N 0
c oni 1),lai n ts If NO,, explain. YES
El
18. Flas,a permmi,been designated,to coordinate Section 504 compliatice activitles.; If NO, ex plaill. YES NO
M 0
19. Do reCt'Liu itment and tioul"ication materbls advise applicants, elliployees, and, participants, of
i,ioi,ictisci-itn'll,iat,loti on the basis of dillsabilit'y"91 IfN'0, explain, Y ES NO
El
X Are auxiliary �iids, available to assure accessibilit of services to he-c-,wing arid s igh t-]mpaired
y
in,dividu,Zils? If NO,explain. YES NO
E]
I',RA OR MOR E PA RTANI: FOR 1"'ROG RAN IS OR FkC I I'Al HES NN"ll"ll 50 OR MORE L INIPL OAT ES,AN"D F l".A)L`llA L C,(YN
2 1. Do yo ti,hiave a,wr i tte n a ffi riii at t N,,e ac t 1 on p'l an? I f N 0,e X p I a in,. Y E S 'NO
El
......................................
A,LL1ANCEUSE,ON LY'
Reviek,ved,By In C01111pliaricel, YES 0� NO*
Program Office *Notice ofCorrective Action, Sent
'Date `Felepli,one Respo'llse DiLle,
011-Sute Desk, Review LO
tResponse Received
,Page 45 of 57
kevl.seld August 20,10,PagTe 2 ot'2
Z71
INSTRUCTIONS FOR.THE, CIVIL, RIGHTS COMPLIANCE,CHECKLIST'
1 coutlty,cltl�
Describe the g:reogi aph lc sery ice area,stich as a d'sti 1 ctl 01,othei locality. If the progrart'i,11cility Sel,ve,s
a, speci. , xge tppt,flatio uch a dotits, decribhetarget PL'Ilatlon. Alo, care tyre typ ofsexvice
p i il-ovided.
2. Enter the percent (-.-.)f the Population served by race and sex. "I"he, population served I'llClUdes persons Lil, the
11 ty I
geographical,ai-ea for which services are provided •sLich,as,a ci county or other regiorial area,. ["OPL11",10011 st •at Xr istics
an y p ti,b I i c cat i o n fro''�, th e J 9�8 10 C e 11 s t'I's Co I'l ta
'be obtained ftoli,i locz:fl chamber's of conini,erceT 1 Jes, m I I I'll 1111119
c a n fibrat
Florida population statistics. fitclude,tile source of yo,ijr population slatitst.,lics.
(""Other""races I include Asim/Pacifitc
Istan,Aers and An,wt-ican liid,iaii,/Alaska,ti, 'N�it,ives.)
3. Enter the total minibel.-of 1'.1111-tit"I"lle,sUrtIffZind theit-percent'by race,sex and,disability. Inclkide the effective date of
Yom,,SLI1,11,11"lary,
4, Enter(he total, nuinber of clients, are enrolled,registered,or currently,served,by,the,prograili,or facillity, and list
+ A
theit plercent by race,s,ex arld dis�,.il)iility. Utwlude the(late t1lat eiiixflinient was co,unted,
rce nt by race, sex, �,atld disttbi lity. I f tliere is n(.)
�5. Enter tile total n1tiniber of ad,vlsor)�Y board rnetrnbLrs, arid tlwit+pe
,o
ad v 1,So ry or,go,v ern,1 n g boatqd, le ave t h us se c t i o n b(I a n k.
, 1 1
6 Each, recipicti,"t of"t"ederal financial assistance rnust have oil file an ass,ttranice that the program, Neil be conidticted in
A 0 4
col-npliance wit[i all nondiscritninatory provisions as reqnired in 45 CFR 810,, T1,11s Is UsUally a,standa,rd part ofthe
langtiage for D,OEA relcipierits and theh sttb-grar i tees,45 Cf`R 80A (a).
c oil t ra,c t I-
7. Is the ra,ce, sex, and natiol-ml origin of the sta,411"',reflective of the general poptdation".) F'or,eXaniple, if I W�401,of the,
lafioti, 4s 1 Li s pa n i c, is t 1i e re,--i c,o tn,l..)arab I e p e rce rite tage of"H i s p an i c s taff"?
piot)u 1 1 1 1 1 a I
iei-av-
81. Where(liere is a s,i,g,i,-iifilcant'vat-iatiot,,i MNArieen the race,sex or"Olin,ic cotil posit ion of the cl ien(s and d ii aflability
Ile )",t A atill,
ir), tile population, 1,1 Ogl 4'J /Ifictci I ity has the responsibi I i ty to detei rn,ine tile reasons for s rich variation and. take
'i,. - ,e t-, i J t vvhate,ver rictiotl n,iay be necessary to comect any discrinfinatim Soliiie legitinlat fisparilies. may exist wheti
PT s ,tich a s e I d e rly o r d i s ab I ed perso ri s,4 5 R 8 0 M�3 (b,' (6).
'09'rams are Stanctiloned to serve target populatiom, s
91w Do eligibili(y, requ,I tret-nents uji-flawf"U'lly exeltide persons in protected groups from t1lic 1,arovision of se'rvices or
eiliploynl.en t"4) Evidence of stwh may be flidicated, h'i staff and lient representation (Qtiestioils 3 an,d 4) and also
fllroll�,Th (M-Site record an,alysis of persot-,is'w'ho applied but were deniled services,or elliploym.lent,�45 (1.11FR, 803 (a)
and,45 CFR 80,1 (b (2Y
10 Pap cl t be p ce , ch ied,lc" ori rmls rvdeivis tia nia , 11.1Isin nlal car laboratory services,
ph, ithout sical and recreational therapies,co tinseling and socia ry l seices w reg ar t d o race,se,x,c olol`,national o rig in,
Y " 11
religio'n,',agle or disabilit�y, Courtesy titles,appoint-ment sch,edUlilIg and amirac oft-elcord keeping nitist be appliled
i Y
igin, -e, -ances',
unifortill)r and %ithMlt regard tio, race sex, color, national or" JJgim, age or disability" Ent't waitin2
roonisj, receptJ1011,11 Z,,Weas,restrooms and other 1, cilities 11"I'Llst also be eqlally'available toall chents,,45 CFR80.3 (b),,
11 1, For in-patient services, re;sidents must be, assigned to 14("WITis, Nvards, et.c., "rithoLit regard to ra-ce, c(,.-)J1o,r, national
or,igin or disability. A[so, resildents tmtst not, be asked N%rllether they art,- willing to shizire accom modat ions wi,th
persoii,s of a different race,,color, n at.ion,al origin,,or disability,45 C"F fir.803, (a
r 12. The and Z111 services must be accessible to partidpluits and applicants, inclitdUng those persons who,
1.11lay tlot speak, English, Ingeographic areas '-where a,signifitcant population, of non-En glis'l le,peakilig People five,
program,accessibility may inclu,deth,e eniployment(")-f bilingual stic-Iff. In other arezis, it is sufficientto have a policy
or plan for service,such as a ctirrent list of names and telephone ntiniberslof bilingti,al individuals who,�,,Nrlll asslst iti.
45 UR 80.3 (a).
the Provision of Services,
Page 46 of'57
13. Progt-alus/fac i 1,ities,m ust niake in fiornlation regard inn the nondiscrim,Anal)o l I O'Vi Si s of'Footle V I avai lab I e to the if
+ fi,1,e a
Ie infornaation, on t1wir rig t to'I I
Partici,pants, betieficiaries or any other inteiested, part"es, Ihis should, inclut ,C,11, 1
-�s or the [J.S. Departinent o�f HIJS.
complaina of,discrimitiation �,%rith either the Florida Depart-incm,,,it of Elder Affih,
The inforniatioii nut be stipplied verbally or in writing to ever),� individual or rn,ay be Supplic�d t[irough tlu!,,� tise of
an equ,al op, ottuiiily i layed,in a publicarea ofthe Facility,4,5CFR 80.6(d
P '0 p(l)licy poster d i'sp
14. R e p ort i-i Li ni b e r o r di scr 1 tn I n at 10 11 C 01,11 P I a,1 n ts,fi I ed a cr a,I n st th e p ro g ra ni/fh,c 11 1*1 ty. I n d i c ate th e b as 1 S e.,g rac e Co I.
ceIl lg , 1"iatIo aIo1 i , 1iab i I ity1i�-etaI I" I*on l'lj ISUeinlv , e.g., ervicor ei plo tn,et,it plac etirient,
terimination., etc. Indicate the civil riohts Jam or policy alleged to Iiave beeti violated along with the ancl
5 t-1
addeof the local,, state or, federal agency Nvith wtioln the complaint has been filecl., In dicate flie CUrrent status.,
.0 re, ,
e.g., settled, no re asonab crus
e fi und Ure, i Il to coticillatel, f"aflUre,to cooperate,undet t view,etc.,
'15. The nuist be physica,11,y accessible to disabled individti,als. Physical accessibility miciticles
cles' ram p s ai.iA adeqUatle i Nvdths,to en tra nces. 17fie lob, by, LIbl Plc
,gnated parkuig areas"curb CUtS,Or level apix-oaches,
teliepllofie, iestroo,uri fraCifities"', water fountains, itiforniation and, ad,11,11111ISS11011s offices, shoulid be accessible. Door
.1 rooi,i,,is wi recreation,areas counters and serving lifies ldth.s and trraffic areas of adi'llinish-C-Itive offices',cafeterizus,rest,
se-s..,1iou accessib Ele ld be, obset-ved fot- ility. vat ors shoUld be obse r d rved fog w i dth,,1 and Braille oi raised nu i-ibil I
Svvitch,es and co'nitt-ols f6r fiit, h i T
I ventilation fire alais and other essentials, shd be,oul installed at an I eat
appropriate lid"elght f,,or mobility, iiill)a,'ir"edlitid,'ividLials.
Sectiotl 504,of the Reh,ablifitation, Act of 1973 requires thfatia recipient of federal finanici,al assistailce condtict a sel ,�
evaluation 'to ildentil" 4 an accessibili,ty barriers,, Setf�ievaluiztion is a four stepprocess-
'Y
With the as is,tance of"a disabled 'I't,i,di'vid,Lial,/orgaiiizati,,oti, evaluate, curretit,Practices at,id policies, whicti do not
Comply with S"xti1(:,),n 504,
b. Modi�y poli,cies atid practices that donot nuet Section 5014 requirements,
cW "Yake rernedial, stleps to efinunate'any discrimination that has been idientified.
ff''these four steps have
d. Maintain selt,-evaluatiori on I'lle. (171'iis checklist rnay be used to satisfy this,reqtitretn en(t I
117 1,1,1 e,
been (L) 45 0`1Z 84.6.
IT Prog,ranis or fhcilities,that 1)5 nioi7epersons niust adopt.grievance proicedures that hicoiliorate al) ropritite
P
dLie proicess statidr,""'ird,s. atid provide the pr(mlipt and equitable resokitiloti ofco,mplaints alleging any action
prohibited by Sectioi,i 504.45 CFR 84.7(b),
i,s, or fiacilities that etw1floy 15, or nnore persotis, ntust designate tit least on,,,e Persm to coordituite, efl,"ofts to 18. 1-rogra,n,
cotiiply with Sectio,ti 504.45 CFR 84.7(a),
19., Confinuing stePs, tiims,t be taken, to notii� employees and the public of the program1facifitylls Pollicy, of
nonidiscl-iiii,ination oil the basis, (-I)f dis'a''bility, "I"111"'S fixludc,,�s recruitmetil im,aterial, notices fior hearitigs, news'.,,paper
ads, and other approp,riate writtei:i coultiiunication,45 (":FR 84.8(al).
11 t"O Hiat -��s ol j,i,s -ed 20. 11 , � , s/f',icilit"est'li,,,,,,,,,i,teii�iploy t,-ovid,ca,p,pj,,,()plri,�itea,ttx �,,aids to et with 'mpait,g R1 1,11, , ,C�,,, 1, p 1, P i i
sensory- til�i,aiiti��tl,(),i-,.s,,pe�ak,,iii,&,,skillsvvhjetv necessIary. Auxilim-y aids may iiiclude,butare not liiiiited to,, inte,rpreters
For,Iiearing inilxc z-ed individluals,taped or Braille rriaterials,,or at-ty,id.ternative,res,(-Rirces that ca,,ti be used to provide
equally effective services,,45 CFR, 84.52 (d).
Programs/Tac i l i fies with 50 or more ernployees and,$50,000.00 in ral conti-acts, iniust delwelop, implemetil and
rim,intai 1,11 a written aft-u-niative,action, compfianice pt-ogran'i in accordance with Executive Orde'r 11,14).46,41 CFR 610,
and 1"Ide V I of the Civil I Rights.act of 1,964,as amended.,
D01"'A rni 10 1-B,Rev 1 se(1,A,up sl 2 010
Page 47 of 57
jr
ATTACH N1 ENT C
Alliance for Agln,g, Inc.,
Business Associate AgreemenW Xv
This Bus,itless.Associ Agt,-e�en ii ti't', is dated, 7b22., bythe Alliance for Agin,91 ll ("Covered 'Emflty
-ne Services, �
nx
and, Motiroe Couffty Board of County Colniniisslo Irs,Social Stry ices/1 41oj I ("Business, Associate'),,a not-
'I porration.for-i�)rofit Floi'da,
1.0 Background.
1A C re ove Mn r as,entered into one or more contracts,or agreem e a nts,wl'i Blus"nes"",Ass that nvo I s
s t1w ue,of
_s sociat, i
Protected ,Fiea-ltli Inf6ri"natioti(PI-111).
-tabifit'y ai,W Accotinctabillity, Act of 1996
L2 Covered Entit. xogiiizes tlie req,tuirenients of flie Health ln,�swzince Poi 11 1 y re
(HIPA,A)and has,ind,icated 'Its inte'lif tocomply in the Count y's Policies,and Procedures.
1.3 FJIPAA r gulations establisli� s[)ectfic clonditions on wheri alid, lio", covered emitiesi nlay s1lare 1,11,foral'ation N"NJt1i
Flrovide'rs who perforni ftinctions, for the Covered, E.ntlty".
into a contract or acTreenien,'il co aiiiing
1.4 ......1PAA r,equires (Ile Covered Ftitity, and the Bu,sit-tess. Associwale to, entei
SP I P M nited to,d,e
, eclic requitementsto protect the confidentiality and,security of'pafients' 111 asset f6ith 'I,Nit not [it,
Code of Federa] Re 1,
gtilations �(C' F.R,,.), ,specifi,ca.l,'Iy 45 CY-R. §§ 164.50,2(e), 1,64.5 0 4(e), 164,,3 0 8(b), an,(1, 1,6 4.3 14(a-
may, apply)iand contaitied in this,agreetnent.
�,rican Recowry and
,I_5 "I"l'i e 14ealfli, 1nf(,,)rni,ation,, 'Teclinology f)r Ecoiioniic an,cl Chnical llealfli, Act (2009) ttie Anw,
Reinwstn,wnt Net(20,09),and,Part I—Un,,lpl-oved Privacy Provisio• ns and,Secul'ity provisions locateld at42 United States
Code(U.S.C,') §§' 17931 and, 179,34(2010)reqUire,business associates ofcovei ed entmes to con,,iply with flie F11PAA
Sectit y Ku l,e,as,set ford-I in,btILt I'lot I i1t1j,ited to 45 Cl.F R'.§S 16 43 018,, 16 4.310, 16 3 12,a I,d 164,, 1,6(2 00 9),an d s ti,ch
le -ed, entity iti flie, sarne rimnner that siLell sections apply to the
'Coons Shall ay to a bti,siness, associate ofa covet
covered entity.
flieparties t1wrefi-Yre a.gv,ree as 1`611ows,-
110 Definitions. For purposes of this agieeinent,the following,detinitiol"Is app]Y4
ft iatiotior(-tliei,-Nv-is,e� tise
2.1 Access. "I"'heabil!ity,ot,-t,fie'lisieans riecessarytoread,,Nvilte,ill"lodilf,, ,,orcoii,,iti-itii,ii,ica�1'edatk"t�liI Orfl,
a,ny systeni, resottrce,.
-ative Safeguards and procedurL 1011,
2.2 A(fininisti Tlie acitninistnative actio,tis, a,nd policies ianage t1le, select"
develogin etit, impleni enter tioLl. and i,,i"i,a,i,nt'le,i,-,iLai-i,ce of security, fluasures to protect clectronic Protected Flealt.1,
1,
Inforniation (ePHI)atid,to manage the conduct of the clovered entity's workf6rce in,relation to the protection of that
•
i n fornlat 1011.
23, RRA. Tlie Ani,ertcan Recovier),,N aiid Reinvestnietit Act(2009)
2.4 A uithent Ica filoti. 17he corrobloratioti,that a person is,ttie o,tie clainled.
2.5 Availability. Tlie propert,,,y thcat d,ata,or inf6rination is accessible anid usea,ble upon deinand by an ulfl`10171zed pet-son.
4: of PHI wliicli conaprornises Irl ivacy
2.6 Breach. The Lill aUtI101-ized acqUISitioll, access, tise, or disclos,ure dw secL ty oi, pi,
Of'SUC1,11 inforin,atilon.
0 k
2.7 Coinprom,ises tht Securilty. Posing a si�r I i,f i pi,ificiant risk olffinancial, reputatlo,'Iial,or offier liarin to, 'id viduals.
Page 48 of 57
J
a ion is,no I 1 1
",2''.8 Confildentiahly. The property that�da,,ta,or inlo rn"i ti t rtriade ava'lable or d's,closed to unauthor,zed persons or
processes.
2 1.9 E -onic Pi-otected Health I n f6rination (cPHI). Flealth iii For"nriationa's, spec fied 03(i In 45 CFR §160.1l)
tech ,O)oi-
0 0, 1,i ni,jited to the it"iformation created or received by Blusit'i,ess Associate frotill or oil belialfofCovered, E1,1111Y'.
2.10, HITECH. The I---leallth Infortnation, TechnologY,fior Econoiiiic and Clinical Ilealth Act(2009),
111, Infoi-,mation Systei-tv, An intercoicted,set of in fiortilation resources, under the sani,e direct,tilanagenient colitt"of
that shares coi,,ion Functilonality. A systleili'l,mYrnially includes hardwa..re,sloftware, iii fiori,nat data,applications,
coninninications,a,nd,people.
2.12 Integrity, The prOperty thlat or,int7orriliation,have not been altered or dest'royed, in an Lrnatithorized n1anner.
2.13 Malicious softwaire, Sollware, fo:)r exal"I'lple, a virtis,designed to da,niage ojj,-disrupts a sys,tetai.,
2,1 ��1-1-'t 1, Part,I—Improved Pri va c'y'Pro,vis ion,s and Sectirity provisions locateda,142 'United states Code(us.c.)§§
17931 atid 179,34,(2010).
2,15 Passwirw& ("onflidential auth,entlicatio'n infoatjoli C011111posed of a string of characters.
2.16, Physi cal Safeguards., Tbc physical meassures, policies, and Procedures ,to protcct a covued etitity's electrot.iic
Inomiol ' l l iIdi a n , (11unrt
t fr()fjj
naturial a-nd hii-- ds,, and
unauthorized ititrusilon,
I "I",lie,Ste Part 160 wid,2.17 Ult-i'vacy Rukl� I andcird's lor Icivacyolf Itirdividually Idetitifiable I Jealth Inforni,atioill at 45' 0"1"
Rai-t 161, subparts A,and E.
2.18 Pt-otected, 111calth, Infoir,rnation (PI-11), I-Icialth int,61-11"latioti as defined in 45 CFR §160.103, Uitri,ited 'to the
10 4 ',ociate Froti, or on behalf ol"Covet-ed Entity.
inf' rniationcreMed ot received,by Business Ass 7
A,
2-19 Requi,red By Law. Has the same meaning as the term,"requited by law"in 45'CFR
220 Secreary. The Secretary of the Departirient ot"Flealth and'Flunuin Ser-vices,or his ortier designee.
12 1, Security Incildentk, "I'lle (Ittenipted or successfitil ti naxi thori zed access, use, disclosure, niodifica.dionl Or destruction
of l"L
orn,iation orititer-ference,with systeni, operalions, i tit all infoi.-Il",,lation systeni.
2.22, Security oi- Security measurts. All of the adininistrathive, physical, and technicial sat6,guards, it'i an infor'niatioll
systeril.
2.'0621 13 LSecu i-ity Ibj le.'17[il!e Sec uri t),r Stan,dards for the protection of Elect'l-lon ic Protected I-lealth,In f6rination at 45 CFR part
1641,stibpart,C, and,ailnendnient's thereto.
2.24, Tecimical Safegrds. The techtiology-and the policy and procedures, for, its,us,e, that Protect electronic protected
health inf.orniatlotl and controf access,,to k.
2.25 Unsecui-ed PHL Protected health iln,f6rivation that is not secured through the use of tiectinolooY or trietlhodology
spec i fied by teas Selcreltar')e in,gu i dance isstied under 42 11 S.C. section I 7932(h)(2)",
11,26 Afl other ter"nis used,1, but not ot I 1v this r Ageement sh all It-ave t he sat il ill e, ecan,ii,"ig as those tern i s i n iei Use defined, iti
the Privacy Rtile.
3.0. Obligations arid Activitles of Business Associate.
3 d i I dier than as perni,itted, or required by t1iis agreeni,entor as.Ill Business Associate a,giees, to 110t UW 01 [sc ose PF11 o, I I
Required, by Liwv,.
',Page 149, of 57
f LY
3.2 Business Associate agrees to.,
(zi) Imple'nient policies and procedures to prevent, detect, contain,, and correct Security vlolations i.tan i accordance
with 45 CFR § 1643,06,;
(b) Prevetit ttse or dis,clost,tre,of-tile, PHI other than as,proVided fbit-by t1ils A,greenient or as required by la�%N,
qm-iately protect the confildenda.fity integrity, (and, av,ailabillty of the OVII that t1w
(011 Reason,ably and appr
I Bt,t,�ii,iess,,As,,.sloicia,(e creates,t,,t�cL�'ives,)iliaiii,tains,,,,or tralisni,,its on behalf of the Covered Entity- and
(d) Coi,-nply with thre Secui-ity Rule requiii-enlents i,ticlluding, the Administrative Safiegtiizrds, Pti,.�y,siic-efl. Safieg,tuai-ds,'
Techilical Safegtmrds, and policies and, Procedures, anid cliocu nlentation reqk1r17ennents set fOrth Hi 45 CFR §§
164308, 16,4310, 1643,12� at id 1,64.316.
iffect that. is kn o w n to, B,L S i 3.3 Business, Associate agrees, to mitigate, h.) the extent practicable, ainy liarn�iftfl e 1, iness
Associate of ause or di"Isclosurc,of PHII by Business Associate,i,n violation of(.he i-eqUire,111014S,ofthis Agreenlem.,
I V Ileport to C"Overed Entif� 11 1
3.4 Busitivss, Assmiate �,igrees,to pr(,)1'111)(jN mly us,e or discl(sure of the K-11 ,ot prov,ideld f5or
by,this Agrec'nient of which it beconies,avvare,, 1"Ilis includes any requests fior inspection,copyi,ng or amei-,,iiAnlent of
such hit"omiation and, inclludrilg atiy wulrity inc,idenA inxolviJig PHI
3.5 BUSIliess Associ,ate agrees to tiotify Covetvd En'tity Wilthout unreasonable delay of any secttritN, br.ach pellaining
to
(a) Idetitification of afiy individual Btiose unsecured 111 11 has been, or is reasonably believed by th,e Bttsilies,s,
Associate to Bare been,accessed,acqui,red,or discloseld dUritig such,security[)reach-and,
on requ
(b) All i red foir the N lo, the Seo,emo�.,,,,v, Olf 1111/41y, Of 130
I late nrces to ensure f1tat atiy agellt, lcluding,a subcontractor 'to xvilorn it Provides PI-11 received).6 Busess Assoc" it
ctvated ot,1"(XV11ved by Busfiwss,Associate on bellalf of CoveredEn(ity aggrees to(he sanic,restrictions m,id
CollAitio,tis that apply dirough thi„ Agrectiivint to rlsitielqs,A,ssocil'ate Nvith respect to such in-for'n,,lation.
33 If Business Associate has PHI iin,a [),esignated Record Set:
-1 d t, "b u s in e s s 110 Ul-S,(a) Blus,iness Associate agrees-to provide cacces,s,at die,request of,7(7ov,ered Dili Y 11'Ing iegi,dai I t 0
der PHI in,a Design,ated Record Set,to C"'overed F'ntity or, as directed,by- Covered FI t I t toati. IndivId,tial n o t.,
t o m e et t h e req ti,i re ni en ts,tin d er 45 C FR §164.5 2 4,; ati,d
b Bos,iness Asm�xiiate agreels; tx�,� tnake any ai lendn"lent(s) to, Pt 11 in a L)"esignated Record Set that the Covered
E cati Ind'vOLial ntity directs olt, agrees to ptlrsuant to 45 IVIF R. § 1,64.526 a,t the I-equest of Cove�re�d, Entll�, or I I
xvithin 10 btisiness days of receivitig tile request.
I I I I ding policies arid procedt res, and,
3, 8 13tisiness Msociate agrees,, to n'lake inaer,i,ial practices, books,, atid records, inIC U' 1 1, 1
PHI,t lcating to the use and diSCIOS1111-e of'PHI receiveld froti'i,,,or cr,eated,or recelved.by Business Associate ot'i behalf
41
011"plul,poses,of of Owered Enlit),,,', avai liab le to the l Cove-ed I ntit y o r to the Secretar ' L pon reqUest ofea llet-pait-tv,
'Y
re 's comp tan.1ce wit h the Pri
vacy'Rule.
determining,(".oVe 11
3.9 Bushiess Associate agreesto domment such disclosures o0l II an,d inforniation rela.ted to,such&siclosuresi,as would
berequireld fibr Covered, Entit to respond 'to a reqUest by ari ifidividual, t'br an, aCCOUnt,111ng ofdisclostirt I I n,
of,"P1 11 I
accordance with 45 CFR § 164.528.
3 11"bril-,iatio i collected to.10 Business Associate ag,rees, to provide -to Covered Ent Ity, or an individti,a]," Upon 1-eqLtest I 1, 1
C ered End I 'I I f I losures lo
perti'llt ,"Ov i t'Y'to re spo i d-to a,'i eq Life s t b y an [n d,iv 1 d Liz I for a,t ac co u n ting o (�1 sc f P FI I try acc m Mall c e
N,vith 45 CFR.§ 1 16 4.5 2 8 an d A.RR A § 13 40 4.,
3.11 ffits,iness Associate specifically agrees to tise secturity, n'lea,s1tres, that reaso rig bly arid appropriately protect, the
P I I n ta i 1.1 Is I I " 11 '1 -f ,,,niat
identiality, ntegiity,and ava.11abifit3,r of [,11 in electronic or that it create'S recetves
con fit any othei orm,
ortransm.Its on bei'lia1f of the Clovered, EntitY.,
Page 50 of 57'
1"J
3.12 Btisiness,Associate agrees totillp,leni,eti,t seculn,t),r nieasu,res to secure passwords us,ed,to access ePHI that it accesses,
11,1ainta ins, or transillits as part. of this, Agreement frot,n nialicious software and otlier iaiarf-made and natural
,vrulnerabilitieslo assure the availability, integrity,and,confide ntlaht r of such infort at'1,011.
113 Bus i ness Assoc We a rees to inipleni,ent secu rit y 1,111ea S,U re s t o sa feg U ard e P[11 t h at i t a c ce s s e s,I ill a i n ta i n s o r tra-i,s
7 ,i, ,ni,1,t s
'01 11 P'A rt "sure the"
Z S I , ,nt frorn, ni,alicious soffivat-e and other nian-ti'i,ade and natui a], vulnera,bilities, to ass
, J( of'this, agreeme
availability,, integrity,and confidentiality,of such inforniatio'li.
3.14 Busit-iess,Assodate agree. 'to,coniply
(a ARRA § 13,404 d licati I of Kno,w ledue Elenients Associa-ted with C ontracts).
ZIP
(b) ARRA § 1,34,05 (Restrictiotis on Certaiti Disclosures and Salesoftiecalth In forniat ion)-and
(c), ARC RA § 13406(Conditions oti ("eilain Contacts,as, Part of tietalth Caie Opert ioils).
4.0 Perniftted, Uses and Disclosures by Business Associate, Except as othvmi raw e Rmited in this, A,gi,-e ,ii,ei, o'l- ly related
agreef nent, Business Ass,ocli"ite may U&C' Of"disclose P111 to pertorm functkln's, activitiest or services foron behaff ot,
Co,vered Efitity ta'S speclified in any and all con,tracts with Covered, Entity Provided that,si,ich t.tse or disclosuil-e Nvould not
violate the Plivac),� Rule if ci one by, Covered Entity or the m inini''L,ini, necessary p,(.-)Ji,cies and procedures of the Covered,
E n t I ty.,
5.0 Specific Use a n,d Disclos tire Rrov[S10111S.
5'
ilent or any relat g ect arun,-wnt, Business Assoc iate n,iay use, P1141 I.Vr the.1 Except as whetv,%Ise I'mited, in this agreti
propler and add Mini strat"ion of the Business Associate or to carryr out the, lega.1 respon sibs litiels, ofthe
Btisu'iess AS.socialte.
venient, Busiriess Associate nmy disclose 111141 for
,5.2 Excep t as otherwise finilted it�i thits agreeinei'it or atiy related a i
C , I I +a I
011
the prop e i,i r mi'm geniei'it at'icI adim"J"J'Stl' t' Oaft h eL Busi n,ess Assoc i ate 1, rovided tha( disclos,ures at-e Required 13�
L, 1 11 S 1,+C;*
Z11w,. oi Btiness Associate obtal' Casonable assurances the petosont to vNJioli,i� flite, infioz-,ivation is,disclosed
that it will rem,am and usedor Fuirther disclosed only as Required By,Law or to he purpose for whIcti.
it wf'i's,disclosedto the persoti, an,d persou notiflies the Busitiess, Associiate ofany instances ofwhich it-, is iawcawe
in w1lich the cotlfidetitlafiiq,�,of ttiv iuRvniation has,bee nlei va the d.
wices to, Covered ["litity a e d,by 45 C F R
53 Bu�s,iness Associate nmy ut��,;e PHI to Pr(,,)vtde, d,aata,aggregation set � I-d I I I'll as, perllllt�
§16 4.50 (e,)(2 i)(B),,,only wheii specificall, authorized by '.'overed Entity.
Y
-o im ("I
5.�-1 Business Associateii:,m), use P1 I I to report violations of law to app.,p fate Federal and St,te authot-ities •consistent
6.01, Obligatio overed Enlity.
-4, -cc],
6.1 Covered 1"".'ritity shall notify, Bu,siness Assoc iate of an31, lin,litation(s) 'In its, notice of"plivacy practic,(.,i ofCovei
Entity in accordance with 451 CFR§1 1,64.520,to the extent that such,Iimit'ation,may affect BusIness Assi,ociate"'s.use
,or disclostire of P1 11, by providing a, copy, of tile 1,1,10'st cu,rt-ent Notice of' Privacy, Priactices NPP) 'to Btisitiess
'NPP shall be posted on Covered Ent' S we
Ass,o,clate. Future Noti,ces and/or modificat lons to the It xbsite at'Y
IDA—,
........... . .................
62 Covered'untity,shall notif�B tisiness Associ ate of an.y restrictioli to the t.ise or disclosure of P141 driat Covered,Entity
tot�i may, aff"ect Business
has agreed to in accordance with 45 CFR § 1,64.522, to the, eXtent, that SLIC11 res,vict+
Associate's ust!or discl,ostire of I PHL
k t, itic
7.0 PermAssibile Requests by Cover,ed Entity. Except for data aggregation or rnanagien"wnt at'id adi-ninistrative a,c iv S,of
Business Associate,Covered,Er tit shall not request BLISIniess Associate to use or disclose P11 Ill in a� manner that would
no,t be permissible under the Privacy Rule if doine by Covel-led Entity.
Page 51 of 57
8.0 Effective Date l Tei-m Duna ll'0111.
8.1 T'll"ic Rafties hereby,,agme that this agreement a1iwillds,jestates and replaces any other BUSln,ess,Associate Agrct,,smetit
!t � 0 - "it sh,all
le -lis,oftilis acrrec'nun
CUT14C ItIv, in eNct between Coveivd Entity alid Business Associate and that ti pil'ovislot Z7
WO
be eft,'cctive as
(a) '"I"hese BusinessAss,("xiatc, Agree,,nwkrit proVIS1011S, with thel exception ofthe electrolfliC SeCUrity provisions l
the pro,vtsioi,is,mandated by ARRA, I 111"'rECH and, Nul I shall be effective ttpon the later of April 14,2003, 0r,
ty, tltl eAlt
the letTective date ofthe earlicst contract entered into tw1wee"li Business As.,ociate ai'lid Covered Entil,
in v o I ves I[i,e US 0 1)P I I I
(b) T[lie electrotitc security provi I sit,,mvs, Ilereof shall 'be, eff"6etive the later of Api"I'll 211 2005 on. the eff,ective, ctate. of
the earliest contt-act e lit ered into bet%veen Business Associatelatid Cowred, Etitity, that fnvolves the itse of"PI H.
arid
I(6 Provision hero [i ll v terof 1'ebtwry17 0 10
0
C 1' the effiective date of the earliest contract ent"cred into between cowred entity and business associcate that
1 n,vo 1 ve s flw-Lisle o f P]`J I o r e P I 11.
8.2 Terminalloti f6r Catise. Upon Covered Entity's knowledge of ama tenon al breachby Business Associate,Covered
1"."i-itity s[iall el"thei-1:
(a) Provide an opii,oil,Lill Foi- Business Associate 'to, cure the breach or end the viola tio'n and ter mi
ln ate tin is
1W
'I If'BUS4,111ess Associate doe I agre e i'i e nt 7s, -iot cure the lb,,reach oi- end (fiv violatioli, tl,i,e tan e sPecit'"ied b,),,,,
Covered 1"Altity',
( -eetnent il"Bus hwss Associate has bivached, a il-naterik"11 ter tii ofthis Agreemera b) hn,tiwdiately tern�dnate t1ds agi
and CUre Is not possible:, or
(c) If rietither tern'lin,ation tillor cure is feasible,C,oveiqed Etitity sliall report the viol cition to the Secretary.
k,
83 EffectofTertnittation. Except as provided lill subparagi-, ph(b)offhis section,upon terniination of ttlis,agreemlentl,
vered Entity,orcreateld,oz-received
for any reasoti,BLIStness.Associate simll return all Il I I ati,d e 1,1.4 1 rece i ve d fto n,,,i C o
by Btismess Assoc Aunt:. of�i behLaff of Cove ;d,EntitN,,%
(a) This pi,ovision, shall apply to P1.41 and ePHI thiat 'is in tile possession of'submn,tractors oragentsUBLISkiess,
Associ-Cite. Busilless Associate s hal l retarn no copies(.-),f the 11+1 and OH L
(b) In the event timt Btt.�Jness,Assoc iate or Cove'red Entit Cle-ternlines.that,t'eh,i,r11fii,g fliw •PFII or ePHI is it-iteasiblelt,
A.,
Olt,
notification of the,cotaditions, t1lat tiiake return of PHI or ePI-11 infeasible s1la,11, be pi�o,vided, to the ht:Am, paa),%
Business Associate shall exte,"lid the protections of this Agreentient to Such retattlied P111 and ePI-41 and litilit
0 1 1 k,
ftj,rt U,se s ai i d d isc I os,u re s o f su eb ret a i n,e d P"I an d let HI, fo t-l(,,i ni i n i j"n u n,'i o f six.Nl,e ai"'s an,d s o I o n g as B U��S,I IWS S
llo
A at ter,t[ile tin-,tiiination of"this,agreetnel'it.
ss,ode rili a llltalns,.sm c P h, 111 and&1-41, but tw less than six (6)year's f a
9.0 Regtfll e nee , A referenice in this, agreet-nent to Ca, section ni thie Privacy RUle or Sec inn-nth"r Rule irte mn tlle
section 111C]"i III ef!"cict )r as niaY be an,iended il'i thelfiliture.
10.0 Atil-tendinent. Thles Parties ar III e to talw, such, action as, is necessary to, anwnid this, agreement fioi-n tin ie totinle as I'S',
llecessat-y tor,Covered Entit�,r to coniply with the r,equire,metits ofthe Ptivacy RLI[e," flIC Se,C1,111ity Rude and tlie I I c%a I t h
Insu rat icc Portability atid,Accountability Actof 19 9`6`,,, Pub. L.No. 104-119 1.
oblicyationwhich requffes,perfor]"n ice.1at- lereo ub sseq uen t to
11.0 Sur,viVtil, Any terni,co,nditio,ti,covenant oi bly,elither paiy h t
e aga,i n,s
ttie tern-iinatillon (,yfthis agFreetiietit sh,all den-et-iiain en-forcea-bil t such party subseqUent to SUCh tiernlinat'
AwO
112.01 In,tei-prloatilloti. Any ambigu nth in this ageement,shall,be resolved to pet-riiit Covered Entity to coniply with the Privacy
Rule aild Securlity Rule.
I_3*0 Incorporatio'n by reN-r,etice. Any filiture i,iewi-eqLl,i,j,el,i"i nit(s),,chwl-,l or deletion(s)enacted in fiederal,law which create
ncw' or different obligations, with resplect to 1-11PA.A privil aund/or SeCLirtt)y,, shall be automiafic,,ally incorporated b,',y
rererencc,to th,is Busin,elss,Associate Agreement oti thile t'lesplective effectWe date(s),
Page, 52 of 57
14.0 Nofices. All 11,,otices an,d cormliunica,dons required, tiecesstry or des,ired to be given purstjai'if to, this agreement,
including a, change ofaddress 1-1617 PUIPOses of such iiotices arid coni,nitmications, shall be in a ting and delivered
pei-sotially to,t[ie the party or,sent by express 24-I'mu'r,gUa*al"tteed cOUrier or delivery service,or by certified tim, of
tile United States Postal Service,, postage; prepaid and,rettirn receipt requested, addiressed tothe otheir party as f7ollows
(or to such other place asany pai'13Y may,by notice,to die others specit*y):
Tof Covered Enfity: A,I 11 a n c e,fo 1'A g i,ti g, 111 C.
Attenfion- Max,Roth'i'l,lan
760'N W 1,07 Aver
Mianii, Florida 33 172
"I"o Business Associate, monxoe Counly l"3oard ofCounty Conitiiissioners,'Social Services/In-1-1oixie ServiceS
11,00 Sini,01110,11 Street,2-257
Key West, FL, 33040,
Atly sticti tiotice sh,all be,deenied del iveredti,pon acasal receipt,, lfatiNyr notice cann'ot be defivered or defivery thereofis reffised,
delivery will be deenIed to'have ocetti-red on the(late such delivery,was attleiTipted.
15,0 Gove',t-ning' Law The laws of thic to of Florida, without giving,effect to prEncill?Ies, of cDie of faros, govet-ii all
tnatters,arisi I nto-under this agreenienc
Severabi'lity'. Ifany prov I isioti in this agreetnenA is, Liamforcei,"ible -to any extent,. t1w renial"Jider of this agreeri"Yent, or
aimio po110 P ha P sr6J,c u.lnancehe haii.to hicl], it i held,unenocable will
not be affixted,by tfiat ttilenfirceabi lit y and Nvill be,enf6rceable to the fullest extetit pet"niutted b'y law.
17.0 Successors. Any successoir to Business Associate(whether,by direct ot-indirect oi-by JIL11"C''11-2,11se, ii'ierger,col'isolidatio'111',
or otherwise)is required,to assuilit BusinessAsso,et''ate, s,,obli,gations under this,agreement an,dagree to perform them in
-equired,to if that succession Ilad not
the sai'n,e m�mn,et and to (he extent that Bo,sinessAssociate Nvould have been i I I
t 'k h i I - I 1 11 a ei�i, place, Teas assuti'iption, by,the successor of the Business I Associate's obfigation,s s-all, be by written agreeme1I.t
satisl�hctory' to Covered EnAity,
1&0 Enore A�� recuient, This k-greement constitutes the entfi-e,agreement ofthe pffl-tie's relating tothe sub" e r o,f"'t h i s
9 Ject niatt
agrecinent, and supersedes all other oral or wt-itt-en agreeniellit's ot- policles relatingt he.reto, except that t[ils agreeii,ictit
does,not,hni,it(he aniendilient o�f this ao n-reen'ientin, accord a,tice with section 10.0 offl,li reen .n .
L
Covered Entity: Alhance 1701-Aghig, I tj c.
B D-ate
...................................... ........... ................................................................ ....................... .. .........
(signiz"Iture')
Busitiess Assochate.- Monroe Cuunty, Boat-d,of County Cominissionei-s,Social ServIces/Iii-Honne Set,Nr Wes
Ww
.........1, j
By
..........
(S 1 gn atu re)
Page 53 of 57"
J(I
ATTACHMEWD
E 11- 1
logo"",
two
BACKGROUND SCREENING
Attestation of Compliance - Employer
AUTHORITY.This formi is required'annually,ofall employer's to comply with,the attestation
requirements set forth In sect[on 435.05l(3),Flo(rWa Statutes.
The terlm "emplover" �ns, l person, or entity required by law to conduct background
screenings,including,but not 14mited toy Area Agencies,on Aging/Aging and Disability Resource
Centers, Lead Agencies,,. and Service Pro,viders that contract directly or indirectly, with the
Department ofElder Affair's(DOEA),and any other plerson;or ern tity which hir,es,employees oir
has,volunteers in service who meet.the definition direct servIce provider. See§-§4,35,.02X
direct service provIlIderl is"'a Person 18 year of age or older 'who, pursuant to a prograrn�
to,provide services to the,el'iderly,has direct,face-to-ft-ice contact with a client whille p,roviding
services to-the client,and! has access, tol thie client's living area, funds, Personal p,roperty,, or
persoinall [den tification inforr-nation als defined in, s. 8,17,568. "l termi includes,coordinatorsll,
managers,ands,uperv,isors of re.s[dential facilifies anicivoluntleers."' 430.0402(l)(b),Fla.Stat,
AIMAIAMN;
o
Asthe duly authorized representative of"
Al 'A
tj OQALI�I V'Ice's
Employer Name
located at SOU
�WAI
PlORM I A
Street Address city, Sty to zip,co'Ue
co..� hqzA,I T,r, 6 iryk hereby affirm under penaltyof
Nahk of Representative
perjurythat the,ablove-nameld employer is in comphancle with the prolvisions of"
Ch,apter 4351 and section 430.0402, Florida Statutes, regarding level 2 backgrounid
screening.
................
Signa�f Repilresenta,tive Date
DOER Form 235,Attestationof Comphance-Employer,Effectill'"'ve.Jonuary 19,2021
F S,Form ovadable.la r.Lt U,!'z/ rgN illm ta'S ��,�Zb (7kqrou,ndscreeni'ng�,,p)4p
Page 54-of 57
ATTACHMENT E
REFERRAL PROTOCOL
lsstle:l Screemilng,Triage,,,and Referral,for,Activatio'n under the Alzhetnier's Msemse Initiattive(ADI)Progran-i.
,-equ -eii
Polue. Ref mats wfll be made based on awailability of funds, in, accordance with priorifizatioti t ii nejils,,
Pur,pose: To�e il S,ti re fu n d itig is s pe n,t exp ed i t i o u s ly an,d co,'11 S U m e rs are g i ve i i a,c h o 1 c�e of"cas e m an agem c ti t age n,c te s,t o
d'ie extent possible.
Procedum:
1. Roles arid Responsibilities
A. Al,.Iiaii,cefo,t-Ag,iii,g/.Agiti,,galndD'Isabi.ii,tyRes,oLtt,,,-ccCct,,,itlei*
Recoticiles overall progrztm and, All Agency sI dric spending levels ort a, ii�,i on thjy- basis to eilsure the AD]
Agency is oper�,,,ifilmy "Jilvin the funding allocatiolls.,
I'Screens consumers to, fink with,appropriate resources atid prioritize for'DOEA-ftuided prograffis and services.
0 Re I eases cas,es for tip ion,Nised u pon A Alggncy Requests.
16 Releases cas,es fron'i tli,e Nvaitiniz li'st,basecton their prioritizatioti scotv.
0 Monitors corill)fifance NNrith service,standards,and outc,oi,,rie.iiieas'L,"Ii,es,.
Reviews files per flie File Re�vle%,v 1")olicies and Pt-ocedures,
Reviews data.41 eC I RTS.
B. A.1A Agency
41 Requests and accel)ts ref�n-lr,c.fls'ti-Oni the Aging and Disability Resource to,serve zin optinml,caseload anid
to��r V q 'I he 'i e Surp lus/1 ficit A)etia lysi s plo'lic y.
a ,o id sttrplus,es or defic,it,s it'i,accoi dan secs with d A 11,
01 Rel" rs, in(Ittiries frolni consurners intet estedin ser,vices •to the AI)RC for Infim-matioti an,dRefOrral to coti,uilu'11'11if�
-olpilate I't I I I .,�C,'' �C � .
resources" Screening rriage,atidt,ong- ai (" ire OptiOnS,COUnseling,asappi
I -eas ss:ni,ent mi ex'st* --s at.
a Con'ipletes co'nilprelfiensive assessi'lients on li,ew c�onsunwrs atid antival i ,.,se 'I I IlIg C01"ISLItim, id
develol'..)s care,plaris and reviewsicare plans sem,i-ai,-imtally.
0 A tith.or i zes se rv,i ce,d e I iv er,a n d e ter s,d at data, Into eC I R TS.
Bills, iri eCIR"I'S m approPriate,
10 Monitors car�e plans in an effort to keep c,osts d,o%,vn while SLIStialning t[ie itidividuals in the conini tin i
[I. Managetiieti,t of the A,ssess,ed, Prioritized Con.&tirner List(A PCI).
T I 1 '0 clients ai pi-ov ded,itil" ri-natiori oil C0111:11111,.inity resources and prograrris ca�vaila,ble
X As clietits are i-efeire mr dto the AD,RC.I
•
includin (I I I gpriv�,te pay opflon,s., Persons, are d"rected to those resources t-nost capable of''nieeting the need they have
expressed to ARIRC staff', Cases�11)resentrngstrong identifiers that indicale the cortsunier nuit,blenlefit fron"i PUbillicly
f6n.ded long-term care services,are screened,entered into eCIRTS,triaged,mi,d,pr(.Wilded optIO[IS COLInseling.
1. Cotisurri,ers applying,for the A.Izheimer"s Disease Initiative(ADI),prograni will be contac,ted,by Intake UI-ilt stal"t"
0
and,screeneld LIS111,(,I,the''stateNvide a,s,,sessnieii't'l,"�(,)t,,--n,,-i developed bey the Departnietit ofElder Afffiirs, for'(1-11's Purpose
(Forni 70 1 S). 'Fhe 701 S will detertiurie their reank[ng on'thie appropriate'"raiting list(s),A PCII status.
acc(:)i,-din.(). to -the 2018 Deparlrii�ent ofElclei- Affa' iiosi
2. I"he ADR.C1, will. reassess COTISLI"Iners ori the, waiting fists.
,1 I . or any revislioll"I's11,ade thereafter X.
grarns atild Servi I ces I I.andbook,
B. I-JIPAA fornis wil,11 be sent to the consunu,,*r as appropriate,
I 'k Page 55 of:157
III. Opening New Cases,
A. MA Clients
1. T'he Alliance Fis,cal Depa•rt'nient will nloiiltol-AD[ Ageuicy specific spend,ing levels on a nionthly basts to ensure
each AD I Agency is, operating,Nx i th I n its-spet'id ing aulhorltY. Iti addition,the A I I imice,w i I I zina,lyze,surplUs/deficit
r.Qi d l
ruu .tu pcon oao , DAy icrderiu nationolotvabI I'tY,
S C"ll f
TN': All Ag!ency will I-equest referrals directly frotii the ADRC. TIle, )epa1-t,nnent,will be notified, of"'t1te,
m1n,"iberof new cases being ref,erred-to,the A Agency,for act 1 vat 1011'.
2. Upon recellipt, of the req,ttest fior -ft-01,11 the ADI Agetic the ADRCI Uinit Supervisor will. rtin the
Prioritized is Report to identify the,consuniers,on the APCL to be opetled.
3. 1 n res pon,se to t h e re,q u est, 1-6 r refe r'ra I s,th,e A,1)R C Intia ke U n,It S L,,i,p e rNr i sor�w 111,re fler w a I t I IS ted c I i e nt's to,t 11 e A D I
Agency fo' t�activatioti, in, accordat'lice with pt-ioriltiz..."ation requixei,,i'i,ents, "F1'ie Itltak,e Unit will updatet[ie walt list
enrollatent Ming the,appropriate,code-to termiIiate fi-otli th,e.APCL, for release to the ADI Agency(TAEL.J.
4. Upon,receillit of t1te lust�of clients released fi-oni the"Paiting list, the A DI Agency will enter th,c AP1111,enroll'Rient,
contact,clients to, omr raill
pro''g eiii-olitiletit, and pro ceed with jm for the rocess activati 1rhe ADI Agency will
5 1 1
N
enter sLibsequerat et'irollt"nents iti,,t ,IIRTS toreflect client,statLIS.,
5. Tht A H Iasi,c e Nv 111 o ve rs e e I h e en ro, nic,ilt P r(')cc S's.to en,S u re re fe.,t-rca,I s ha v e t i ni e I y ou tc otti e s i n, eC I R I'S.
6. Citolce(for,Ml cur int-Dia dew-,County only),: In the evet,il that u,nal located funds become available at.the Alliatice to
allow, f6r new'',client et-irollnwtits into ADI.,theAT)RC will contact con,suniel's flrotn,tfie waitin,, fi
g list to,of er choice
of ADI Ageilicy. If the client is no longer rust erested in receiving services, the aI)Im*0 pr 1 iate wait list enrolli-nent(s)
be closed and the next,clietit ont'lle list will be confacted,,.
Ititake I.Tn't Specialists will, cotitact the client to obtain choice of'Provilder.,T"he cJi(,:*tit ref,erri,'d %N�ill the'ti be sent
a. I
to tl'ie ADI Agencyse lest ed,by the client.
b. If aft er t !o at"tenipt's by phone the liitakle L.)Ilit Stlaff iS,LI'liable to il-eactithe co,tisunwr,,the client will be zissign,ed
for i-eletase to an age ncy oi'i�,i roltation basis.
c. Upon tecelpt o'f t-elerral, the AD]' Agency will crater the APPL eni-ollmeilt, and subsequent, enrollnients to
o f c I i e n ts, iv fe rre d, for
reflect them status. Contract aniendnients will follow iti� accordance Nvith th,e numbet
# i
a c t I�at"I OIL
B11 IS14fitewil"de Medicaid Mattli,g,ed Aire Long Tetmi (`.,"are Pi-ogrruin Clietits
I. T'heDepartm,(,nt of'Elder Aff,",lirs will ruti the statewide APCL(Ass,essed Priority Consun"Ter List)report to revieNv
Clients wait listed, fior the SNIMCLAVII, pi-ograt'il DOEA �%vill provide flie XI)RC x�v,ith, a list of ind tv I&I'le-11S
authorized R',u-release firom the AK."L.
,2, fi'or client's identified as active, iti ADI and aL11110rized fbt'release ftotn the SMIMICI..'r,cp walting,list,the ADRC
% *11 be A C.,1.) -ocess For AD] active c ients, the ADRC will, liottf,� the
v 1 * respons,ible foi�thle, *S'MMCI�1' �,, al plication. p't I I
ADJAg�,,,*_ti,,cy in, orde,r to wiaive the,ADJ co-,p,(,1,,N,,.
IV. Client's Clianging ADI A,gencies
A, Firequency(,),f le is ,
e S
I w Consum ern silm..r change ADI Agencies oti,a ni,otrithly basis 11"th,ey so choose.
2. Consunivr ill need to req'itest,a,change of ADI Agency by,t1ric flt t(Is'),(,.,)f th,e nll on tti in order f6r the change to
be in effect by the '1,6111 of that Sai'lit month.
3X, If thw requestis,iTiade afterthe first offllte Montl'i.,the(:hange will take effect b t IolloxN",
he 161,"ofthL 11110,1110111th.
B, Process, for,Chanues
personal representative to Ole
I Requests to change case tiu,nageut'llef-It cagrency niust conie Froirn theclient or their
ADRC/Elder Helpline. Request's made by a caseni,anagemenft agelicy will not be honored.
the Al")R,C staff'pei- on to share, fiis/herreasons for
2. Wh eii� reques titig, a chatige, the,colist aner will be asked b)
doi n g so I f th ey sp o ke,w i th their case,tilialialg err ent gency about their conce,rns` and if they, %vould liketo speak,
with someone else,at dialt algency.
3. If the cons,L,,ulier chooses to ca,11 the- agency,,, nottiing �vil] be done until the cotisunier calls the , RC back,
Page 56 of 57'
1"equest I ing a change,.
4. If die consumer does not want to speak with the ADJ Agency and warias to change, the AMC vvililll initiate the
transfer process, A verbal,choice will be accepted and,dOCLullented In the REFER.da,tabase,
r1l, fer 1"o-i to,'the selected,ADI Agency and,-to th,e,CL11--rent AD] Agency,
5. The ADRC/ Ititake Unit will setid, a"l"r4 n''S, ffn
Both ADI Acrencles�v'llll work closely with the. ADRC to en,stire the trans,fet-process i s cornpleted by the 15"ll Of
the month,'cts long as flu,',*transf�lr request was recekived at the ADRC by dic first of that same nion,th.
6. "'Hie A I)RC I make U'n it w i I I change (Ille own,cr provider rec(')rd, i"n eC I RTS to,the new A Dl AgencY
'7. "'rhe CLIrrichra ADI Agency will ternlinate ctirollm.enlin eCIR,"'I""'S as of the 15"1 of tli,e illlori,t hi N�vlien,the transfi�r is to
take place. The new AD] Agericyl will activate enroll-nienct in eCIR"I""'Sie"t's,of the 161111 ofthe nionth when tlive,transter
i
isto take placle.
I I (Its respective vendors of the ter-t-nination, andlor activation of services, f'or, thie
8. Each ADI Agenc'y will not f�
tra,n,sferred cliet'it as appropriate.
9.1 S er v 1 c es w 111 sta,,rt o n th e 16, of t[i e m on t,h,w1i,c n t Ii cl h'a ngo-c'b c c o ni,e s,e f ct'i ve
Note: These AD RC policies amd pit-ocedu ries,a re still sect to, cha nge. Any m od"Ificatlon s bledone through a conlract
am en(I m e,n C
Page 57 of 57