Item V04 Co �� � .�� , 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
u f Holly Merrill Raschein,District 5
County Commission Meeting
November 15, 2022
Agenda Item Summary #11412
AD'1111 ON ]IC]II~EM V,,,,,4
BULK ITEM: Yes DEPARTMENT: Social Services
TIME APPROXIMATE: STAFF CONTACT: Sheryl Graham (305) 292-4510
N/A
AGENDA ITEM WORDING: Approval of Amendment 4001 to Older Americans Act (OAA)
contract AA-2229 between the Alliance for Aging, Inc. (AAA) and Monroe County Board of County
Commissioners/Monroe County Social Services/In-Home Services and Nutrition Programs to
increase funding by $64,397.60, bringing the contract total from $726,265.90 to $790,663.50 for the
period of 1/1/2022 through 12/31/2022.
ITEM BACKGROUND: The OAA program is a Federal program initiative that provides
assistance to older persons and caregivers and is the only Federal supportive services program
directed solely toward improving the lives of older people and assisting them in remaining in their
homes as opposed to premature institutionalization.
PREVIOUS RELEVANT BOCC ACTION: BOCC approved OAA Contract AA-2229 on
01/21/2022.
CONTRACT/AGREEMENT CHANGES:
funding increase
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
BACKUP EXECUTED OAA AA-2229
oaa amendment 001
FINANCIAL IMPACT:
Effective Date: 12/07/2022
Expiration Date: 12/31/2022
Total Dollar Value of Contract: $790,663.50
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: No If yes, amount:
Grant: Yes
County Match: 10% Cash match
Insurance Required: No
Additional Details:
12/07/22 NEW COST CENTER ADDED $64,397.60
125-6154122, 125-6154222, 125-6153022, 125-6153422, 125-6153322
REVIEWED BY:
Sheryl Graham Completed 11/10/2022 10:42 AM
James Molenaar Completed 11/10/2022 11:02 AM
Purchasing Completed 11/10/2022 11:11 AM
Budget and Finance Completed 11/10/2022 11:13 AM
Brian Bradley Completed 11/10/2022 11:25 AM
Lindsey Ballard Pending
Board of County Commissioners Pending 11/15/2022 9:00 AM
,4,�uu►o,¢..� Kevin Madok, CPA
0
•�
-•........ .�� Clerk of the Circuit Court&Comptroller—Monroe County, Florida
cou
DATE: February 2, 2022
TO: Sheryl Oraliam, Director
Social Services
ATTN: Lourdes Francis
FROM: Pamela O. Hanco k, .C.
SUBJECT: January 2151 BOCC Meeting
Attached is a copy of the following item for your records:
C8 Standard Contract#AA-2229, Older Americans Act between Alliance for Aging,
Inc., and Monroe County Board of County Commissioners/Monroe County Social Services/In-
Home Services and Nutrition Programs for the contract period of January 1, 2022, through
December 31, 2022,in the not to exceed amount of$726,265.90,
Should you have any questions please feel free to contact me at(305) 292-3550.
cc: County Attorney
Finance
File
KEY WEST MARATHON PLANTATION KEY PKIROTH 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 305-289-6027 305-852-7145 305-852-7145
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AA72229
ALLIANCE FOR AGING,,,INC.
STANDARD CONTRACT
OLDER AlqERICANS ACT
THIS CONTRACT is entered into between the Allianer,for Agh1g,Inc.,hereinafter refeffed to as the"Afliance,"and
Monroe County Board of County Commisisioners,Social Services/In Home Services,hereinafter refeTred to as the
"Provider",mid collectively referred to as,the"Parties." The term contractor for this pt ose may designate a vendor,
sub-grantee or sub-Te-cipient,the status to be further identified in.ATTACHMENT 11.,Exhibit-2 as necessary.
WITNESSETHTHAI
WHIEREAS,the Alliance has established through the Area Plan on Agilig that.it is Mi .need of certain services as
described herein.,and
WHEREAS,tie Provider has demonstrated that it has the-requi-site expertise and ability to faithfully perform such
services as an independent contractor of the Alliance.
NOW THE REFORF,in consideration of the services to be performed and payments to be made, together with.the
mutual covenants and conditions hereinafter set forth, the Parties agree as follows:
1 Purpose of Contract
. I accordance w4h the terms and conditions epee ifiedin this
The purpose of this contract is to provide services in I
contract including all attachnients and exhibits, which constitute the contract docurnetnt,
2. Definitions
A DL Activities of Daily Living
APS Adult Pr otcctive Services
ADA—Americans with Disabilities Act
Alliance—Area A orency on Aging
APCL—Assessed Priority Consumer List
CIRTS—Client Information and Registration Tracking System
DMA—Department of Elder Affairs(Ilie'Department):
I —Information and RefeiTal
1ADL—Instrumental Activities.of-Daily Living
MOA—Memorandum of Agreement
MO U—Memorandum of Understanding
NSIP—Nu-tritiona.l.Services Incentive Program
OAA—Older Americans Act
PS AS—Planning and Service Are-as:corresponding to Miami-Dade and Monroe Counties
SPA—Service Provider Application.
USDA�United Shates Department of Agriculture
3 Incorporation of Documents thin the Contract
This:contract incorporates by reference attachments,proposal(s),Provider's Scii4ce Provider Application,and the
current DOEA Programs and.Services'Handbook(the"Handbook"').Any and all contracts or agrecments executed
between the Provider and the Alliance during the effective period of this contract shall be governed in accordance
with the applicable laws and statutes.
4. Term of Contract
This contract shall begmi on January 1,2022 or on the date on which.the contract liar been signed by the last party
required to sign it,whichever is later. It shall end at micInight, local.time in Miami,Florida,on December 31,2022)
unless renewed or extended as provided herein.
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AA-2229
5. Contract Amount
The Alliance agrecs to pay for contracted services according to the terms and conditions of this contract in an
amount not to exceed$726,2:65.90 subject to the avallability of funds. any costs or-services paid for wider any
other contract or from any other source are not Agible for paymcn.t under this,contract.
Renewals
By mutual agreement of the parties,,the Alliance may renew the contract,for.five additional one-year periods.
Contingent-upon satisfactory performance evaluations by the Alliance and the availability of funds. Any renewal is
subject to the same terms as the original contract, and any amendments,with the exception of establishing Unit rates
which is,described fUrther in this section, The original contractual unit rates are set forth In the bid proposal and
reply.
Requests to renegotiate the original contractual established rates are provided for in the Alliance's approved
.Reimbursement Rate Review Policy,which is incorporated by reference.
This contract may be extcnded upon mutual agreement for one extension period not to exceed six,months to ensure
of service. Services provided-Lmder this extension will be paid for out,of the 4ucceediing agreement
amount.
7. Compliance with Federal Law
7.1 This contTact contains federal funds. The following shall apply:
7,1,1, The Provider sball comply with the provisions of 45 CFR 74 and/or 45 CFR 92,and other applicable
regulations.
7.1,2 If this contract contains federal funds and is over$100*P00.00,the Provider shall comply with all
applicab le standards,.orders,,or regulations issued.under s.30 6 o f the C.lean Air Act as amended(42
U:S.C.74:011 et seq.),s.5 08 of the Federal Water Pol I uLion Contro 1,Act as amended(3 3 U.S.C 12 51.E et
seq.),Executive Order 11738,as amended,and where applicable Environmental Protection Agency
.rcgulations 40 CFR 30, The Provider shall report any violations of the above to the Alliance.
7.1.3. The Provider,or agent acting for the Provider,,may not use any federal.funds received in cormection
widl this contract to influence legislation or appropriations pending.before the Congress or any State
legislature. The Provider must complete all disclosure forms as required,specifically the Certification
of Assurances Attachment,wbich must e completed and retum.ed with this signed contract.
7.1A, In accordance with Appendix A to 2 CFR 215, ffie Provider shall comply with.Executive Order It 246,
Equal Employment Opportunity, as amended by Executive Order 11:37S and others,mid as
supplemented in Department of Labor regulation 41 CFR 60 and 45 CFR 92,if applicable.
7.1.5 A contract-award with.an aniount expected to equal or exceed$25,000,00 and certain other:contract
awards shall not be made to pat-ties Listed on the goveniment-wide Excluded Partles.U.st System,in
accord ance with the OM B gu id clines at 2 CFR.18 0 fliat implement Ex ecutive Orders 12549 and 12 689
"Debatm,cm and Suspension,"' The EXCILidedi parties List System contains the-names of parties
debarred,suspended,or otherwise excluded by agencies, as well as parties declared ineligible under
statutory or regulatory authoriq.,other than.Executive Order 12549, The Provider shall comply with
these provisions before doing buisiness or entering into subcontracts receiving federal funds pursiianf to
this contract. The Provider shall conipleteand sign the Certification and,Assurances Attachment prior
to execution of this contract.
7.2. The Provider shall not employ an unauthorized alien. The Alliance shall.consider the employment of
unauthorized aliens a violation of the Immigration and Nationality Act(8 U.S.C. 1324 a)and the Immigration
Reform and Control Act of 1986(8 U.S.C. 1,101). Such violation Shall be cause for unilateral cancellation of
this contract by the Alliance.
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AA-2229
7.3. If the Provider is a non-profit provider and is subject to:Intemal Revenue Service(I RS)-tax exempt
organization reporting requirements(filing a Form 990 or Form 990-N) and has its tax exempt status revoked
for fail ig to comply with the filing requirements of the 2006 Pension Protection.Act,or for Wiy other reason,
the Provider must nofify the Alliance in writing within thirty(30)days of receiving the IRS notice of
revocation,
7.4. The Provider shall comply with Tifle 2 CYR Part 175 regarding Trafficking in Persons,
7.5. Unless exempt under 2 CFI.Part 170i I I 0(b),the Pro ides shall comp ty with the reporting requirements of the
Transparency Act as expressed in 2 :CF1 170,
7.6. To comply wig Presidential ftecutive Order 12989: and State of Florida Executive Order Number 1.1-1.16,
Prow id er agrees to utilize the U;S.D epartment o f Homeland Security's E-V erlify system to veri fy the
employment of all new emp loyees hired by Prov id er during the contract term,Provider shall Mi etude in related
subcontracts a requirement that subcontractors and/or vendors performing work or providing services pursuant
to the state.contract titilize the E-verify system to verify employment of all new employees hired by the
subcontractor and/or vendor during the contract term.Providers meeting the terms and conditions of the E-
Verify System are deemed to be in compliance with this provision.
8. Compliance with State Law
8.1. This contract is executed and entered into mi the State of Florida, and.shall.be construed,performed and
enforced in all resp Ls,in accordance with the Florida law, including Florida provisions for conflict of laws,
8.2. The Provider:shall comply with the requirements of s.287.05 8,Florida Statuteg("F.S.")as amended.
8.2.1. Tb c provider shall provide tj nits o f d eliv erab les,including reporting, findings,and draffi,ass specified in
this contract,which the Contract Manager must receive and accept in writing prior to,payment.
8 22, The Provider shall comply with the criteria and final date by which such criteria must be inet for
: I -�.cffied In ATTACHMENT I Section. Ill. Method of Payment.complefion of this con-tract as Spc
8.2.3. The Provider shall submit bills f6r fees or other compensation for services or expensesin sufficient
detail.for a.prop er pre--audit and post-audit:
8.2.4. If Itemized payment for travel expenses is permitted in this contract,the Provider will submit bills:for
any travel expenses in accordance with.s. 11.2.061,F..S,,or at such lower rates as may be provided in
. e-+
this contral�,L.
8.25. The Provider shall allow p c records as public blic access to all documents-,papers,letters,or other
U I
defined in.subsection 11 9�O 11(12),F.S.,made,or received by the Provider ft-t conjunction with this,
contra d except for those records which are made confidential or exempt by law. The Provider's refusal
to comply with this provision shall constitute an immediate breach of contract for which the Alliance
may unilaterally terminate the contract.
8.3. -if clients, are to be transported under this contract, the Provider shall comply with.the provisions of Chapter
4271 F.S.,and Rule 41-2,Florida Administrative Code("'F.A.C.").
9.4. Subcontractors and/or-vendors who are on.the discriminatory vendor list may,not transact business with any
public entity,inaccordance with the provisions of s.287.1-34,F.S.
8.5p The Provider will comply with.the provisions of s. 11,062,F.S.,and s.216-347.,.F.S., which prohibit the
expenditure of con ti-act funds for the pu ipose of lobbying the leg i slature,judicial branch or a state agency.
8.6. In accordance with s.287.135 F.S.,any ContTactur on.the Scrutinized-Companies with Activities in Sudan
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AA-2229
List,the Scrutinised Compaa�ies with.activities in the Iran Petroleum energy Sector List,or the Scrutinized
Companies that Boycott 1sra l List(Lists),created pursuant to s.215.473 F.SS and 215,4725,F.S.,or is
engaged in a boycott of Israel,or is engage in business operations in.Cuba or Syria,is inch N to enter
into or renew a contract with the Department for goods or services of S 1,0 0,000 or more.Pursuant-to s.
287-13 F.S.,the Alliance may temii at -this contract if the Provider is found to have Submitted a false
rtifi 'on fits status can the Lists or has been laced.on the Lists or i engaged in a boycott of Israel or
has been engaged�i business operations in qua or Syria. Further,the Provider is subject to civil penalties,
attorney°s fees and costs and any costs for investigations that led to the finding of false c rtif ca&n.The
Provid er shall comp lete and sign the C ertifieations and A s suran cc s A ttachment,prior to the ex e cu tion.of this
contract,
Background round Screening
.1. The provider shall.comply with and ensure subcontractors are in compliance with the requirements of s.
430.0402 and Chapter 435 F. .,as amended,regarding backgrowid scr en Ing for all persons who meet the
definition off direct service Provider and who are not exempt from the Department's legal 2 background
screening pursuant to s.430.0402(2)-(3)k F.S.The Provider must also comply with any applicable rules
promulgated by the apartment,and the Agency for Health Care Administration regarding implementation of
s.430.0402 and Chapter ,FS,
9.2. Further in form.ation concerning the procedures for background screening is round at
. _._ _
93. BackgrOUnd.Screening Affidavit of Coniplianee-To demonstrate compliance with this contract, the provider
shall submit ATTACHMENT D, Background grou,nd Screening Affidavit of Compliance annually,by January 1 nth.
. Grievance Procedures
The Provider shall comply with and ensure subcontractor and/or vendors compliance with the Minimum Guidelines
for Recipient Grievance Procedures,Appendix D,ofthe Handbook,to address complaints regarding the
termination,suspension,or reduction of services,as required for receipt ofunds.
10.1. Complaint Procedures
The provider shall develop and implcment complaint procedures grid ensure that subcontractors m dior.
vendors develop and implement complaint procedures to process:and resolve client dissaitisfaction with
services. Complahit procedures shall address the quality and timoliness of services,provider and direct service
worker complaints,or any other advice related to complaints other than termination,suspension or reduction
in services that require the grievance process as described in Appendix D,of the Handbook. The complaint
procedures shall include notification. o all clients of the cornplair�t pr�c�d. re and include tracking the date,
nacre of c rnplaint,the determination of each complaint,and the follow-up with the client to ensure
satisfaction with the resolution
, Public Records and Retention
1.1,1 a execution of this con.tr ac t,:Provider agrees to all provisiotas o f Chapter 119,F.S.,and any other
applicable law, and sha.11:
1 1.1.1. Keep and maintain public records required by the Department to perform the contracted services.
1 1.1. . Upon request fro in the A l l ia:n ce or the Dep artmen is custod i an u F pub lic records,prop`ide th C.
Alliance or the Department a. copy of the requested records or allow the records to he inspected
or copied within a reasonable ale tune at a cost that does not exceed the cost provided in Chapter
119 7,RS.,or as other rise provided by law_
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AA-22.29
11.1.3. Ensure that public r cc a:rd g that are ex enip t,or con id en t i a.I and exempt,from pa b I i c record,,.,.
disclosure requirements are riot disclosed except as authorized by law for the duration of the
contract term and following completion of the contract if the Providerdoes not transfer the
records to the Atli ane e or t!i-e D ep art m en t,
11.1.4. Upon co mp I etio n 0 f th e COT]tr a Ctj the P ro;v i d e r w i I I Ci-th er tra r-i is'fer,at no cost to the Allimice,all
public records hi possession of the Provider, or will keep and ni.aintain public record-s,required.
by the Department. If the,Provider transfers all public records to the Departmentupon
completion.of the contract, Provider sh-all,destroy any duplicate public records that areexempt,
or confidential and exempt,ft-om public records disclosure requirements. If the Provider keeps
and maintains public-records upon.completion.of the contuact, the Provider shall meet all
applicable requirements for retaining public records,: All.records stored electronically must be
W -
provided to the D epartr nien t in a fo rmat that is co mp at lb le w ith th 0 information techi.nology
systenis of the Department.
11.1 The Alliance may unilaterally cancel this contract,notwithstanding any other provisions of this contract.,
for refusal by the Prov ld er to comply w Ith ATTA CH MENT I of`th I s contract by not allo,wing pub I ic
access to all documents,papers,letters, or other rnaterial made or received by the Provider in
conjunction with this con(ract,unless the records are cxenipt,or confidential and exempt,from s.24(a).
of Article .1 of the State Constitution and s. 1 19.07(l),F.S.
IF THE PROVIDER HAS QUESTIONS REGARDING THE APPLICATIONOF CHAPTER 119,
FLORIDA STAWTES, TO THE PROVIDER'S DUTV TO PROVIDE PUBLIC RECORDS
RELATING TO,THIS CONTRACT,CONTAC"I"THE CUSTODIAN OF PU BLIC RECORDS AT,-.
Public Records Coordinator
Florida Departm.emt of Elder
Affairs 4040 plaid Way
Tatlahassee, Florida 32399
850-414- 42
does Ub.ficre-coi
12. Audits,Inspiections,Invest-tigations,Public Records and Retention
12,1. The Provider shall establish and mahatain.books,records and do-cianents(including electronic storage,media)
sufficient to reflect all assets,Obligations,unobligated:balances,income,interest and expenditures of funds
prof by the All'vi iance under this contract. Provider shall adequately safeguard all such.assets and a-ssure
they are used solely for the purposes authorized under this contract. Wh:eneier appropriate,financial
info nationshould be related to performance and unit cost data.
12.2. The Provider shall.retain all clicnt records,financial records,supporting documents,statistical records,and
any oflier documents(including electronle storage media)pertinent to this contract for a period of six(6)years
after or of the contract or longer when required by law. to the event an midit is required by this
contract,records shall be retained for a minimum period of six(6)years after gie audit report is issued or until
resolution of any audit findings or litigation based on the terms of this contract,at no additional cost to.the
Alliance.
12.3. Upon demand,at no ad-d it iona I cost to the Alliance,the Provider w il I Facilitate the dup I icat io n and tr a n sfer of
any records or documents during the required retention.period in Paragraph 12.2.
12A. The Provider shall assure that the records described in this section shall be subject at all reasonable times to
inspection,review,copying,or audit by Federal, State-,or other personnel duly authorized by the.Alliance.
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AA-22.29
12;5- At atl reasonable times for as long as records are maintained,persons duly authorized by the Alliance,DOER
and Federal auditors,pursuant to 45 CFR Part 75,shall be a]'lowed full access to and the right to examine any
of the Provider's contracts and related records and.documents Pertinent to this specific contrad.,regardless of
the.form M' which kept.
12.6. The Provider shall provide a financial and compliance audit to the Alliance as spedfied in this contract and
.ion s are disclosed t o the auditor
ensure that all related third-party transact
in
The Provider shall comply and cooperate immediately with.any inspect-ions,reviews,investigafions,or
audits decMed necessary by the office of the DOEA's:.Inspector General pursuant to s.20.055,F.S. Provider
further agrees that it shall include in related sub contracts a reqturenient that sLibcon tractors: and/or
vendors Performing work.or providing services pursuant to this contract agree to cooperate with the
AffianceorInspector General in.any investigation, audit. inspection,review,or hearing purgUant to s.
20,0 55(5)9 F�S. By execu tio n.o f th.is con tract th e Prov id er understand s and w i H comp:y w i.th th is
subsection,,
13. Nors d'ise rim.nat:l*on-:C']'--V-U Rights Compliance
13.1 The Provider shall.execute assurances in, ATTACHMENT V1.that it will not discriminate against any person.
in.the provision of services or benefttq-und-or this contract or in.employment because of age,race,religion,
color,disability,national origin, marital status or sex in compliance with state and federal law and regulations.
The provider further assures that all contractors,subcontractors,vendors,sub-grantees,or offiers with whom it
arranges to provide services or benefits in connection with any of its programs and activities are not
discriminating against clients or employees because-of age,race,religion,color,d1s,ability ignt
national or'
mantal status or sex.
13. urhi the term of this contract, the Provider shall complete and retain.on.file a tim-ely, complete and accurate
Civil Rights Compliance Checklist attached to this contract.
13.3 The Provider shall establish procedures pursuant to federal law to handle complaints of discrimination
involving services or benefits through this contract, These procedures will include-notifying clients,
employees,and participants of the right to file a complaint with the appropriate federal or state entity.
13.4 If this contract contains federal funds,these assurances are a condition of continued receipt of or benefit ftom
t'ederal.financial assistance,,and are binding upon the Provider,its successors, transferees,and assignees for
the period during which such assistance is provided, The Provider:ftirther assures that all subcontractors.,
vendors, or others with who it arranges to provide services or bene-fits to participants or employees in
connection with any of its progyrams,and activities are not discriminating against those participants or
employees in Violation of the above statutes,regulations, guidelines,and standards. In the event of failure to
comply,the Provider understands that the Alliance may,at its discretion,seek a court order requiring
compliance with:the tenus of this assurance or seek other appropriate judicial or administrative relief,
including but not limited:to,termination of and denial of further assistance,
14. Provisibn of Services
The Provider shall.provide the services ref Ted to in ATTACHMENT V11 in the manner described in ffie Handbook
and the procurement documents leading to this contract. In the event of a con-filict between.the Service Provider
Application and this contract,the contract language prevails.
15. Monito rling by the Allialace
The Provider shall permit persons duly authorized by the Alliance to hispect and copy any records,papers,
docmuents,facilities,goods and services of the Provider-%vhich.are re-levant to this contract,and to interview any
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AA-2229
Clients, emptoyees and subcontractorArendur employees of the Provider to assure the Alliance of the satisfactory
PerfOnnance of the terms and conditions of this contract. Following such review,the Alliance will:deliver to the
Provider a written report of its findings,and where appropriate,the Provider shall develop a Corrective Action Plan
("'CAP"'), The Provider hereby agrees to time
ly correct all deficiencies Identified in the CAP.
16. Coordinated Monitoring with Other:Agencies
If the Provider receives funding from:one or more of the State of Florida human service a in addition to
gencies,
Alliance funding,then a out monitoring visit including such other agencies may be scheduled. For the purposes of
this con-tract, and pursuant to s. 287-0575, F.S. as amended, Florida's human service agencies shall include the
Department of Children and Families, the Department of Health:, the Agency for Persons with Disabilities, the
Departm.ent of Veterans Affairs, and the Department of Elder Affairs. Upon notification and the subsequent
scheduling of such.a visit by the designated agency's lead administrative coordinator, the Provider shall eotrp�y and
cooperate w i
nth all monitors nspectors,and/or mivestigators.
16.1 Now Contract(s:)Reporting,
The Provider shall notify the Alliance withM ten 10 days,of entering into a new contract with any other state
human service agenev. 'The noti-fication shall include the following information-(1)contracting state agency
and the applicable office or program issuing the contract;(2)contract name and number-(3) contract start and
end-dates; (4)contract amount:(5)contract description and comnloidity or service;and -tract Manager
(6)Con
name and contact information.
17. Indem.nification
The Provider shall indeinnify, .savc, defend, and hold harmless the Departnient and the Alliance and:its agents and
emp I oyces from any and all claims, demands, acti on s,.causes o faction off'wh atever n attire or,character, arising out of
or by reason o F the execution of this agreement or performance of the services provided for herein: It is un delstood
and agreed that the Provider is not required to.indemnify the Alliance for claims,dernands,actions or causes of action
arising solely out of the Affiance's negligence.
IS. Insurance and Bonding
18.1 The Provider shall provide continuous adequate liability insurance,coverage during the existence of this
contract and any renewal(s.)and extension(s)of it. By execution of this contract,unless it is a state agency or
subdivision as defined by subsection 768.28(2),F.S.,the Provider accepts full responsibility for identifying
and determining.the type(s)and extent of liability insurance necessary to provide reasonable fuianclal
protections for the Provider and the clients to be served under this contract,The Alliance shall:be included as
an add,itional.Insured on the provider's liability insurance policy or policies and -a copy of the Certificate of
Insurance shall be provided annualty or when any changes occur. The limits of coverage under each policy
maintained by the Provider do not timit the Provider's liability and obligations under this contract.The
Provider shall ensitre that the Alliance has:copy of the most current written verification.of insurance coverage
throughout the term of this contract. Such coverage may be provided by a self-insurance program established
and operating under the laws of the State of Florida. The Alliance reserves the right to require additional
insurance as specified in this contract,
18,2 Throughout the term of this agreement,the Provider shall Mamitain an insurmice bond from a responsible
conunercial insurance co span covering all officers,directors, employees and agents of Ic Provider
authorized to handle Rinds received or disbursed under all agreements and/or contracts incorporating this
contract by reference in an amount co mi mensurate with the funds handled, the degree of risk as determined by
the insurance company and consistent with good busm" ess practices.
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19. Confidentiality of Information
The ProvideT shall not use or disc lo e any irrfor oration concern in .a recipient of services seivices under this contract for any
purpose prohibited by state or ffederat law or regulations except w itl the writte .consent of a person legally
authorized to give that convent or when authorized by law;
:. Health Insurance Portability and Accountabifity Act
Where applicable,the Provider shall comply with the Health. Insurance Portability and Accountability Act 42 USC
13 0d.),as well.as all regulations promulgated thereunder(45 CPR 160, 162,and.1. .
1. Incident Reporting
21.1 The Provider shalt notify the.Al.liarrce ininiedla.tely but no later than forty-eight 8)hours from the Provider's
awareness or discovery of conditions that may materially affect the Provider's,subcontractor's or vendor's
ability to perform.the services required to he performed under any contract. Such notice shall he made orally
to the Co.atract Manager 'telephone)with an email to Innnediat ly follow.
.
21.2 The Provider shall immediately report knowledge:or reasonable suspicion.of abuse,neglect,or oxploitation o
a child,aged person,or disabled adult to the Florida Abuse Hotline on the statewide toll-free telephone
number(I- 0-0r96 SE).A s required by Chapters 39 and 4 15,F.S.,this prowi ion is b inding upon the
Provider,subcontractors,vendors, and their employees.
If,at any ties during the term.of this contract,the Provider,its assignees,subcontractors,vendors or of illates tiles a
claim for bankruptcy,the Provider rust immediately otif-y the Alliance, Within tern 10 days after-notification,the
Provider must also provide the following information to the alliance: 1)the slate,of filing of the bankra tcy
4
petition; )the case number;(3)the court Warne and the division in whieli the petition was filed ei g-,Northe
DistTict offlor da, Tallahassee Division);and, (4)the nameaddress,and telephone number of'the bankruptey
attorney,
. Sponsershipand Publicity
23.1 As required by s,28 6,25, KS,,if the Provider anon- ovemmental organization which.sponsors a program
financed wholly or in part by state funds,,including.any funds obtained through this contract,it shalt.,Mi
publicizing,advertising or describing the sp+nsor-s.hip cif the pro rani, state-"Sponsored.by:(Provider"s
name),the State of Florida Department of Elder:Affairs and the Alliance for Aging,Inc:"' If the sponsorship
reference is,in written rnater a.l,the words estate of Florida,Department of Eider. . ''airs'and"Alliance for
Aging,Inc."shall appear in at,least the same size letters or type as the Mama of the organization.
23.2 The Provider shall not use the words"The State of Florida Department of Elder Affairs"'or," llia-ace for
Aging,Inc." to indicate sponsorship of a program otherwise financed, unless specific authorization has been
obtained by the Alliance prior to use.
. s i nment
24.1 The Provider::shall not assign the rights and.kl.rsponsgibfll,tL�R.� under Lhis contract without the prior written
approval of the Alliance,which shall-not be unreasonably withheld. Any sublicense,assignment,or transfer
otherwise OCCUITIng without prior w itten approval of the Alli�ee will constitute a material breach of th e
contract.
.4,2 The Alliance shall at all tit-nos be ent sled to assign or transfer,in whole or part,its rights,dutlQsl,or
obligat ons under this contract to another a. eneY upon giving prior written notice,to the Provider. In the event
Page 8,of 72
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the Alliance approves transfer of the hrovider's obligations,the:Provider remains responsible for all work
performed and all expenses:incurred in connection with the contract.
24.3 This contract shall remain binding upon the successors in interest of either the Provider or the Alliance.
25. Subcontracts
25.1. The Provider is responsible for all work performed pursuant to this contract and Procurement documents
leading to this wntract whether actually funit-shed,by the Provider or its subcontractors and/or vendors. Any
subcontracts shaff be evidenced by aw-ritien document mid subject to any amditions-of approval the A Ifiance
deems necessary. The Provider must ensure that the Alliance has a current list of all subcontractors and/or
vendors:. The Provider further agrees that the Alliance shall not be liable to the subcontractor and/or vendor in
any way or for any reason. The.Prow ider,at its expense,shalt defend the.Alliance against any such claims,
25..',),-- The Provider shall promptly pay-my subcontractors and/or vendors upon receipt of payment from the
Alliance, Failure to make payments to any subcontractor and/or Vendor m accordance with s.297,0585,ES.,
unless ether wise stated in the contract'between the Provider and subcontractor midlor vendor,will.result in a
penalty as provided by statute.
26. 1 n dependent Capacity of Provider
It is the intent and understandin.g of the Padles that the Provider,or any of its subcontractors and/or vendors,are
independent contractors and are not employees of the Alliance and shall not hold themselves out as employees or
agents of the Alliance without specific authorization frot-n the Alliance. It is the furth er intent and understandingg of
the Parties that the Alliance does not control the employment practices of flic Provider and shall not be liable for any
wage and hour-,employinent discrimination,or other labor and employment claims against theProvider or its
subcontractors and/or vendors. All deductions for social socurity, withholding taxes,income taxes,contributions to
unemployment compensation fand:s,and all necessary misurance for the Provider shall be the sole responsibility of
the Provider.
27. Payment
27.1.Payments will be made to the Provider p rsuant to s. 215.422, F.S.,as services are rendered and invoiced -by
the Provider. The Alliance will have final approval of the invoice for payment and will approve the invoice
for payment only if the Provider has met all terms and conditions of this contract,unless the purchase order or
this contract specify otherwise, The approved invoice will be submitted to the Alliance's fiscal section f6r
budgetary approval.and processing Disputes arising over invoicmi g,and payments will be resoNed Mi
accordance with the provisions of&215.422 F.S.
27,2, The Provider agrees to submit bills for fees or other compensation for services or expenses in,sufficient detail
for a proper pro audit and post audit thereof Thy Provider shall comply with the particular requirements-under
the follow ig laws and guidelines that are applicable to the contracts or agreements incorporating in this
contTact by reference:,(a)'-paragraph (16)(b)of s.21.6,181,E.S.,regarding:adv.ances;(b) Rule 691-40.1.03
F.A.C.pertaining to Restriction of Expenditures from state funds;and,(c)the:Invoice Requirements of the
Reference Guide for State Expenditur"from the Department of Financial Services at:
t / C e ell ;tJ p r w.myflo rid a,c Fo.com/aad rr f r ����ferencq C Ide For State Ex.,��j. jW.-res,...
............................................................ .................. ........p�jf
The Provider will ce-rfify that detailed documentation is available to support,each item on the iternized invoice
o r p ay men t requ es t for cost re i m b u rs-W expenses,fixed rate or de I i v crab I e s co n t rac ts or agreements
incorporating this:contract by reference, including paid subcontractor and/or vendor invoices,and will be
produced upon request by the Alliance.The Provider will furtber certify that reimbursement requests are only
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A.A-2229.
for allowable�-5�w-,Nenses as defined in die laws and guidukg circulars cited in Sections 4 of this contract,in the
'-?'%F
Reference Guide for:State.Expenditures, and any other laws or regulations,as applicable.
1
27.3. The Pw. viderl its,subcontractors:mid/or vendors shall provide units of deliverables, including reports,find5igs,
and drafts as specified in the contracts or agreements mid:attachments which incorporate this contract to be
received and:accepted by the Contract Manager prior to payment.
A. Payments will be made to the Provider based on a complete and correct invoice., in-voices that are incomplete-
or with incorrect total will.not be processed and will be returned to the Provider for correofion,Fiscal staff
will not be able to correct or make changes to the i-Tivoices,Returning invoices for corrections mayresult in
failure to receive payment for drat month.Invoices shall be submitted tin ety as per ATTACHMENT Vitt in
order to avoid any payment delays.
27.5. Each service perfonried shall be recorded as specified in the client information and registration tracking
system("CIRTS")guidelines, Supporting documentation.of services provided must be adeq.tiatc.to permit
fiscal and programmatic evaluation and ctisure internal management.
28. Return of ands
The Provider will return to the Alliance any overpayments due to unearned funds or funds disallowed and any
interest attributable to such fLLnd:s pursuant to the terms:and conditions of this:contract that were disbursed to the
Provider by the Alliance. In the event that the Provider or its independent auditor discovers that an overpayment has
been made,the Provider shall.repay said overpayment it without prior notification fi-om the Alliance.. In
the event that the A 11.1ance F-h-st discovers an overpayment has been made,the Contract Manager,.on behalf of the
Alhance, will notify the Provider by letter of such findings. Should repayment not be made forthwith,the Provider
w I I be charged at the la w fu I rate o f:i n teres t on the o u tstand in g b a]an c c ptirs u ant to s.5 5.0-3,F-S.,after Alliance
notification or Provider discovery.
29. Data Integrity and Safeguarding InformatiOn
The Provider and its subcontractors mid/or vendors shall hisure an appropriate level of data security for the
Al
information the Provider is collecting or Lising in the performance ofthis contract. An appropriate level of security
includes approving and tracking all Provider employocs that request stern or information access and ensuring that
user access has,been removed from all tenuinated employees. The Provider,among other requirements,must
anticipate and prepare for the loss of�iformation processing capabilities. ,ill data and software shall be routinely
backed.up to en sure recovery tern lo sses car outages.of the c o mp ute r system.The security aver th e b ace d-up data
is to be as stringent as flie protection rcxluired,of the primary systems. The Provider sha-ll ensure all. subcontractors
an.d/o:r vendors inaintain written prucrdures for computer system back-u.p and recavery.The Provider shall complete
and sign ATTACHMENT W prior to the execution of this contract,.
30. Computer Use and Social M.edl*a Policy
The OEA.has implemented a new Social Media Policy, in addition to its Computer UsePollcy,which applies to
all employees,contracted employees,consultants,OPS and volimteers.,including all personnel affifiated with third
parties.,such as,but not limited to,Area Agencies on Aging and vendors. Any entity that uses the DOEA's
computer resourcc systems must comply with the DOEA.'s pohey regarding social media. Social Media includ-es,
but is not limited to blogs,podcasts,discussion forums,Wilds, RSS feeds,-video sharing, social networks like
.MLySpace,Facebook and Twitter, as well as content sharing networks such as Flickr and YouTike- This policy is
available on DOER website at: Voearfinan lal,.p
31. Conflict of Interest
The, Provider shall establish safeguards to prohibit ern loyees board members, mana-goinent and subcontractors
-from using their positions for a purpose that constitutes or presents the appearance of personal or organizational
conflict of interest or personal gain.
Page ILO of 72
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AA-22:29
No employee,officer,or agent of the Provider or subcontrador shall participate in selection,or in the award of an
agreement supported by state.or federal Rinds if a conflict of interest,real or apparent, would be involved. Such a
( )
conflict would arise when.-(a)the employee,officer,or agent,- (b)any member of hi s/hmm er immediate family, c his
or her partner;or(d)an organization which cm,ploys,or is about to employ,and of the above,has a fmancial or other
interest In the firm selected for aNvard, The Provider or subcontractor's Officers, env-loyces or agents will neither
solicit nor accept gratuities, favors or anything of monetary value from Providers,potential Providers,or parties to
subcontracts.
Pursuant to Chapter 4, Section.2 of the Handbook, no Provider may employ, in any capacity, any member of its
governhig board or any family member of a person on the board or family member of its Executive Director.
The Providers' board members and management must disclose to the Alliance any relationship which may be, or
may be perceived to be,a conflict of interest withm' ,thirty(30)calendar days of an individual's original.appointment
or placement in that position,or if the individual is serving as an incumbent, within thirty(30)calendar days of the
commencement of this contract. The Providers' employees and subcontractors must make the same disclosures
described above to the Providers" Board of Directors.Compliance with this provision will b e- monitored.
32. Public Entity Crime
Pursuant to s. 287.133� F.S., a person or affiliate who has been placed. on the convicted vendor list following a
conviction for a public entity crin-ie may:not submit a bid,proposal, or reply on a contract to provide anv goods or
services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the
construction or repair of it public building or P.Lib I ic work.;m ay n o t submit bids,proposals,or rep ties on leases of real
property to a.public entity;ma.y not be-awarded or perform work as a Provider, supplier,sub-Provider,or consultant
under a contract w ith any public entity;and may not tran sac t business with any Public entity in excess o f th e threshold
amount provided in s. 2.87.017,F,S:., for Category Two for a period of 36 months following the data of being placed
on the convicted vendor litst, If the Provider or any of its:officers,or directors is convicted of a public entity crime
during the period of this agreerrient, the Provider sha-11. notify tie Alliance immediately. Non-comphance with this,
statute shall constitute a breach of this agreement.
33. Emergency Pr .redness and Continuity of 0--peratwins
33.1 If the tasks to be performed pursuant to this contract include the physical care and control of clients,,or the
administration and coordination of services neecssary for client health, safety or welfare, the Provider shall,
within thirty(30)calendar days of the execution of this contract,submit to the Contract Manager verification
-
of an emeTgency preparedness plan,Continuity of Operations Plan.. ("C m
OOP':). hi the event of mi eergency,
the Provider shall notify the Alliance of emergency provisions.The COOP must address continuity of
services, especially for meal providers,in weather and non-weather-related enlerge ties.
:
33.2 In the event a situation results in a cessation of services,by a subicon tractor andfor vendor,the:Provider shall
retain responsibility for performance under this contract and must follow procedures to ensure confinulty of
operations witliout interruptions.
33.3 Providers offering nutrition services must have an Alliance approved shelf stable -menu with at least 3 days'
worth of shelf stable meals with reserved fmids set aside to purchase the.food items in order to ensure
continuity of services without interruptions in weath(-,r and no-weaffier related emergen.cies.
34. Use of Contract Funds to Purchase Equipment
No:funds under this contract will be used by the Provider to piLrchase equipment.
Equipment means-, (a)an article of nonexpendable,tangible personal property having a useful life of more than one.
year and an acquisition cost which equals or exceeds the lesser of the capitalization level established by the
organization for the financial statement purposes,or S5,000.00 [for federal Funds],or(b);nonexpendable,tangible
personal property of a non-consumable nature with an acquisition cost or$1 1000.00 or more per unit,and expected
Page 11 of 72
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useful life of at least one year,anal hardback boujid books not circulated to students or the general public,with a
value or cost of S250.00 or more[for state funds].
. i 35. The P'UR 1000 Form is hereby ncorporated by reference and available at;
L-ittp:// wwjnyflorida-c.ornh4 7740 MI.R]00-O.p
p
In the event of any conffict between the PUR 1000 Form and any terms or conditions of any contract or agreement
terms or conditions the contract shall take precedence over the PUR 1,000 Form.However,if the conflicting terns or
conditions fil the P UR 1000 Fonii are required by an section of the Florida Statutes,the tams or conditions
contained in the PUR 1000 Form shall take.precedence.
36. Use of State Funds to Purchase or Improve Real Property
No funds under this contract will be used by the Provider to purchas:Q or improve Real Property.
Any state funds provided for the purchase of or improvements to real.property are.contingent Upon the Provider or
political subdv s io n gran tin g to the state a se cur i ty inter Est in.thee:prop er ty at last to tb e amou n t of s tat e fun d s
ii
provided for at least 5 years from the date of purchase or the completion of the improvements or as further required
by law.
37i Dispute Resolution
Any dispute concerning performance of this contract shall be decided by die Conti-act, Manager,who shall reduce
the decision to writing and scrvc a copy on the:Provider.
38. No Waiver of Sovereign Immunity
Nothing contained in this agreement is intended to serve as a waiver of sovereign immUnity by my entity to which
i sovereign immunity may be applicable..
39. Venue
1.f any d isp u to arises out of this contract, the vague of such.to al.recourse will he Miami-Dade County,Florida.
40. Entire Contract
This contract contai�is all the ter- as and,conditions agreed upon by the parties. No oral agreements or
representations shall be valid or bin-ding upion.the Alliance or ffic Provider unless expressly contained herein or by a
written amendment to this contract signed,by both Parties.
41. Force Majeure
The Parties will not be liable for any delays or fallums in performwice due to circumstances beyond their control,
provided the party experiencing the force ma,eure.condition provides immediate written notification to the other
party and takes aH reasonable efforts to cure the condition.
42. Severab-iflity use
Th e.parties agree that if a court o f c o mp.e tent j ur i W action d eems any terni or con d itio n h cram v o id or un en for ce ab le,
the other provisions are severable to that void provision and shall remain in full force and effect.
43. Condition Precedent to Con-tract: Appropriations
The Parties agree that the Alliance's perfon-nance and obligation to pay under this contract is contingent upon an
annual appropriation by the Legislature.
44. Addition/Deletion
The Parties agree that notwithstanding the terms of the procurement documents and actions leading to this contract,
the Alliance reserves the right to add or to delete any of the services required under this conti-act when deemed to be
in the best interest of the cider population targeted by the Area Plan and reduced to a written amendment signed by
both Parties, The Parties shall.negotlate compen-sation%r my additional services added.
Page 22 of 72
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. Waiver
The delay or failure by the alliance to exercise or enforce any of its rights under this contract shall not constitute or
be d.eetmed a waiver of the Alliance's right thereafter to enforce those rights,nor shall any single,or partial.exercise
of any such right preclude any other or further exercise thereof or the exercise of any other right..
46. Compliance
The Provider shall abide by all applicable current federal statutes, laws,rules and,regulations as well as applicable
current state statutes, laws,rules and regulations,policies of the Allhuice and.dieDepartment, and the terms of this
contract,The Parties agree that failure of the Provider to abide by these laws,rules, regulations,policies,and terms
of this contract shall he deemed an event of default of the Provider and subject the:provider to disciplinary action
in.c lu d 4ig correchve action,-.mnaranounced special monitoring,temporary assumption of the operation of One or more
e
contractual services,pla,ce� ent of the Provider ort probationary status, unposit g a.moratorium.on Provider action,
imposing financial penalties for nonpetformance or noncompliance, or other administrative action to immediate,
unilateral contract cancellation at the discretion.of the Alliance.
If the Allimcc finds that the Provider fails,to abide by call applicable current foderal and state statutes, laws,rules
and regulations,as well as conditions of this contract=the Alliance shall provide the Provider a Notice of Violation
rhich shall.include a concise statement of the specific violations o f the Provider and the facts relied upon to establish
the viola one
Upon receipt of the Notice of Violation, the Provider shall have twenty-ore ( 1) days to re pond to the I otioe of
Violation. The Provider's response trust include a statement of any disputed issues of material fact and: a.concise
statement t of the specific facts the Provider contends warrant reversal or deviation from the .11 lan.ce"s proposed.
action,including an explanation of how the alleged facts relate to the specific rules,_statutes,or contractual term.
Failure of the Provider to respond to die Notice of Violation,within twmt -one 21 days shall be deemed a waiver
of the rights outlined above and to Alliance will proceed against the Provider by default.
The Affiance, upon r celvinor a timely filed response to a Notice of Violation, Wi
. ll forward the response and all
accompanying documentation to the Contract Manager to review and consider. The Contract Manager shall,Within
30 days after the receipt of the Provider's response,file an order which lays out flie final determination of disciplinar
action by the Alliance.
47, Final Inv oice
The Provider steal l submit the fitial invoice for payment to the Alliance as specified in.section 3. .7(date for final
request for payment)of'. TT HMEN'r i, if the Provider fails to submit final request for payment by they deadline,
then all rights to payment may be forfeited.and the Alliance may.not honor any requests submitted after the
aforesaid tan.e p e-riod. Any pay m f payment due under the terms of this contract may be withheld until all reports due from
the Provider and necessary adjustments thereto have been approved by the Alliance.
48. Renegotiations or.M di cation
Modifications of the provisions of this contract shall be valid only when they have been reduced to writing and duly
signed by both.parties.
.Suspension of Fork:
The Alliance may�n its sole discretion suspend any or all activities render this contractand any contract or
agreement incorporating in this contract,at any time, when in the hest interests of the Mate to do so..The Alliance
shall provide the Provider written notice outhning the particulars of suspension,Examples of the reason for
suspension include,but are not limited to,budgetary constraints, declaration of emergency,or other such
circumstances After. receiving.a suspension notice,the Provider shall complywith.the notice and shall not accept
any purchase orders.Within nimety days,or any longer period agreed to by the provider,the Alliance shall either I)
Page 13 of 72
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AA-2229
issue a notice authorizing resumption of work, at which time activity shall resume,or(2)tenmffi-ate the contract or
pure-hase.order. Suspension of work shall not entitle the Provider to any additional cox npensation..
f
50. Terminatt"On
50.4 Termination for Convenience, Tbis contract may be terminated by either party with-out cause upon no les's
than thirty(30)calendar days'notice in writing to the other party unless a sooner time is mutually agreed
upon M writing. Said notice shall.be delivered by U.S.Postal Service with verification of delivery or any
expedited delivery service that provides verification of delivery or by hand delivery to the Alliance Contract
Manager or the representative of the Provider responsible for administration of the contract. The Provider
shall notftimish wi-y pro-duct after it receives the notice of termination-,except as,necessary to complete the
continued portion of the contract, if any. The Provider shall not be entitled to recover any cancellation.charges:
or lost pro fits. See notes on email regarding this paragraph.
50.2 Termination for Cause.The Alliance may terminate this contract if the Provider fails to(1)deliver the product
within the time specified i the contract or any extension, (2) .maintain.adequate progress, thus endangering
per forris wice of the con tract, (3) honor any term. of the contract, (4) abide :by any statutory requiretrient.,
regulatoty requirement, licensing requirement, or Department policy or (5) in the event finds for paym-ent
become unavailable for this contract.The Alliance will be the final authority as to the availability and adequacy
of funds, In. the event of termination of this contract, the Provider will be compensated for any work
satisfactorily completed prior to:the date of tormination. Rule 60A- L006(3),F.A.C.,governs the procedure
and consequences of default.The Provider shall continue work on any work. not ten-n Inated.Except for de fau I ts
of subcontractors at any fier,the Provider shall not be liable for any excess costs if the failure to perform the
c -ract art the -negli
ont arises from.events completely beyond the control,and without th fault of igence,of the Provider.
If the ffiil ure to perf orm is caws.ed by the default of a S Ub.con tractor at any tier,and i r the cause of the default is
completely beyond the control of both the Provider and the subcontractor, and without the fault or negligence
of either,the Provider shall not be liable for any excess costs- for failure to perform,unless the subcontracted
products or services were obtainable from other sources j n sufficient time for the Provider to mcct the requ ired,
delivery schedule. if,afler tertnination, it is detffmined that the Ptovider was not in default:, or that the default
was excusable,the rig.bts mid obligations of the Parties shall be the same:as if the tennination had been.issucd
for the convenienco of the Alliance. The rights and rernedies of the Alliance hi this clause are in addition to
any other rights mid remedies provided by law or under the contract,
51).A Upon expiration or tenmination of this contract,the Provider and subcontractors shall transfer all public records in iLs
possess ion to the Alliance and des-troy any duplicate public records that are exempt or cotifidential and exempt fron-i
public records,disclosure requirements at no cost to the Alliance.All electronically stored records shall be provided to
the Alliance in a format that is compatible,with the A I I I aii ce's i n fon-nation teell no to g-.y systelm(s).
51.Successors
-terest of either the Alliance or the Provider,subject to the
This contract shall.remain binding upon the suecessors in iin
assignment.provisions in Section 22 above.
52.., Electronic Records and,Signature
52.1. The Allianoc-,, authorizes, but does not require, the Provider to create and rotain electronic records and to use
electronic signatures to conduct transactions necessary to carry out the terns of fliis contract. . Provider that,
creates and reta is electronic records and uses electronic signatures to conduct transactions shall comply with
the requirernmts,contained hi the UnIform Electronic Transaction Act, s. 668.501 F.S..A1.1 e1wronic records
must be fully auditable;are subject to Florlda's Public Records Law,C.h. 1.19,F.S.;must comply with Section
.29,Data Integrity and Safeguarding Information;must maintain all confidentiality,as applicable;and must be
retained and maintained by the Provider to the same extent as non-:-electronic records are retained and maintained
as required by this contract.
Page 14 of 72
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52.2 The Alliance's authorization pursuant to: this section does not authorize electronic transactions between the
Provider and the Alllancc. The Provider Is authorized to conduct electronic transactions with the Allian-ce only
upon further written consent by the Alliance.
523 Upon request by the Alliance,the Provider shall provide-the Alliance or Department with non-electronic(paper)
copies of records.Non-electronic(paper)copies provided to the Altiance of any document that was originally
in electronic form with an electronic signature must indicate the person and the person"s capacity who
electronically signed the document on any non-electronic copy of the document.
53. Special Provisions-1:
The Provider agrees to the following.provisions:
53.1 Investigation of Criminal Allegations,4.
.any,report that imp lic s criminal intent on t h.e p art o f the P ro v id or or any sub c o. �n trac tors and/ r vendors and
was referred to a govemmcntal or investigatory agency must be sent to the Alliance. If the Provider has reason
to believe that the:allegations will be referred to the State AtLom.ey,a law enforcement agency,the United
States Attorney's office-,or other govem-niental.agency,the Provider shall notify the Alliance immediately. A
copy of all docurnents,:reports,notes or other written.material coneeming the investigation, %rhether in the
possession of the Provider, its subcontractom!or vendors,,must be sent to the Alliance's contract manager
with a surnmary of the investigation and allegations.
532 Volunteers:
The Provider shall ensure the use of trained volunteers in Providing direct services delivered to older
individuals and individuals witb disabilities needing such services.If possible,the'Provider shall work in
coordination with organizations that have experience in providing training,placement,and stipends for
volunteers or participants�such as organizations carrying out federal sere Ice programs administered by the
Corporation for National and Community Service), in.cormilmi-ity seivice setfings.
533 Enforcement:-
53.3.1 In accordance with s.430.04,F,S,,the Alliance may,witho-ut taking any intermcdiate measures
available to it against this contract rescind this contract if the Alliance finds that:
53.12 A_n Intentional or negligent act of the Provider has inaterialty affected the healtji,Welfatel or safety of
Clients Served Pursuant.to any contract or agreement,or substantially and negatively affected the
operation of semices covered,under any contract or agreement',
53.3.3 The Provider lacks financial stability sufficient to meet contractual obligations or that contractual funds
have been misappropriated,
53.3.4 The Provider has committed multiple or repeated violations of legal and reptatery standards, regardless
of whether such laws or regulations are enforced,by the Alliance,or the Provider has committed or
repeated violations oF.Alliance standard s;
53.3.5 The Provider has failed to oontin.ue the provision or expansion.of son-lices after the declara(lon,of a state
of emergency;and/or
53 3,6 The Provider has failed to adhere to the terms of any contract or agreement incorporating in this
Contract.
Page 15 of 72
777777z 177777, 77'17
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AA-2229
53.3.7 In the alternative,the Chance inay,at its sole discretion, in accorclzmee wi pith section 430.04,F.S.,take
hnrnediate measijrcs against the Provider,includmig: corrective action,unannowiced special monitormig',
temporary assumption of the operation.of one or more contractual services,placem,Qnt of the,Provider
on probationary status, jinposing a moratorium on.Provider action, imposing financial penalties for
n on p erform ance.or Gth or a d minis trative action purs u a n t to Chapter 12 01'F.S.
53.4 In makilig any determination under this provision the Alliance may rely upon.the find hi gs of another state or
federal,agency,or other regulatory body,.Any claims for damages for breach of any contra-e-t or,agreement are
exempt from administrative proceedings and shall be brought before the appropriate entity in the venue of
Miami-Dade County.
53,5. Use of Service Dollars:
The.Provider will opth-nize the use of contract fmids by serving the maximw'n possible number of individuals
with the services, allowed by this contract. The Provider will spend, all funds provided by .dais contract tD
provide such.services,
5 53.6 Surplusi'Deficit Report:
The Provider will submit a consolidated surplus/deficit report in a format provided by the. Alliance to the
Alliance's Contract Manager in conjunction with the required monthly billing submission.This report is for
this contract between the Provider and the Alliance.The report will include the:followmig.:
53%6.1 The Provider's detailed plan on how the surphis or deficit spending exceeding the 1% threshold will
be.resolved.;
53.:6.2 Number of clients currenttv on the APCL,that receive a priority ranking score of four(4)or rive(5);
5.3.6.3 Number of clients currently on.the APCL designated as immmeni Risk.
53 s6.4 Nurnber of clients sery M and Aging and Disability Resource Center("ADRC")the
Conta4e%
In accoiMance with its surplus./de-ficit management policies,in order to maximize available funding,and,
minimize the time fli-at potential clients must wait for services? the Alliance in. its:sole discretion can
reduce funding awards if the Provider is not spending according to monthly plans and is projected W
incur:a surplus.at the end of the year.
517 Training:The Provider will attend all required,trainings and meetings schWule by the Atliance.
54.Contract.Manager
The,alliance may substitute any Alliance employee to serve as the Contract,\Manager.
55,Official Payee and Representatives(Name,Address,and Telephone Numbers)
The name,address,and telephone number of the representative for the Alliance for this con act is'.
Max B. Rotbrnan,JD,LL.M.President and CEO
760 NI-Ar 1071h Ave,Suite 214
Miami,Florida 33172
(305)670-6500,Ext. 224
The name,adch-ess..and telephone number of the representative of the Provider responsible for administration of the
prograrn under this,contract is:.
Page 16 of 72
nui
77777
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AA.-2229
Monroe Cowit y Ik)a-rd of County Counnis-sioners,
The Providername,as shown on page I of this Social Services/In-Horne Services
A contract,and mailing address of the official 1100 Suiuonton Sitr.eet,21"Floor
payee to whom the payment shall be made is: Key West,FL 3 3 040
305-292-4510
Sheryl Graham
Monroe County Board of County Commissioners:,
The name of the contact person of the Provider Social S ery ices/I n-Home Services
B and street address where financial.and 1100 Sinionton Street,21le Floor
administrative records are mainta4ied is, Key West,FL 33040
305-292-4510
Sheryl Graham
The name,address, and telephone number of Monroe County Board of County Commissioners,:
i
Services
C the representative of the Provider rcsponsible Social ServIices/In-Home
for administration,of the pro rare under this 1100 Simenton Street,2 Floor
contract is: Key'We st,FL 33040
305-292-4510
Alliance for Aging,fne.
The section and location within the AAA where Fiscal Department
d Requests for Payment and Recoil and 76:0 NW 107th Avenuel Suite 214
Expenditure forms are to be mailed is: Miami,Florida 33172-3155
303-670-6500
Contract Monitor
The name,address,,and telephone member of Alliance for Aging,.Inc.
the Contract Manager for the AAA for this 7:60 NW 107th.A-vetvite,Suite 214
contract is: Miami,Florida 3:3172-3155
305-670-6500
Upon change of representatives(names, addresses,telephone nUrnbers)by either party,notice shall be provided:in
writing to the other party and the notification attached to the originals of this contract.
Page 17 of 72
_7 777T"777777'.'�7
7
777
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AA-2 2 2 9
57.All Terms and Conditions Included
This contract and its Attachments Hnd my exhibits referenced in said ahachments,together With any documents
incorporated by reference.contain all the terms and conditions agreed upon by the Parties. There;are no pruy isions!
teens.midhionc,nr obligations other thmi thOSV U011fidned herein.tied this contract shali supersede all previous
cor:mun i cat ion s,lrepresen tat!on s nr agre emenLs,ei Ili Li w rit ten or v erbal between the Parties.
BY signing this contract,the Parties agree that they havc reml and agree to the entire contract,
IN WITNESS Tl IERTF%OF,the Particm hcrato ha c causud this ccnIrat ct,to be execitted by their undersigned oMeiais
m duly authorized.
MONROE COUNTY BOARD OF COUNTY
COMMISSIONERS.SOLI A i,
SERVICESAN-1 IOMR.SERVICES ALLIANCE rOR AGING. INC.
5IC'iN1-1-D BY: SIGNED BY: '•fats ZZni;If I!-WM!:
NAMP: _ � . . _ NAME! MAX B.ROTl-IMAN.JT),1.1.-NI.
l'I l'L TlTI-f-: PRE-SI EN] AND CEO
DATE; Iz4 ZO�2-1. i).�,l.l : Dec B,2421
ti
MONROE COUNTY ATTORNEY
SIGNED BY: Z)W I �aOVED AS TO FORMA
NAME: David Ric ;:= 00-
TITLE: MA R
DATE: y1, JAMES M ENAAR
ASSISTANT Cf? NTY ATT01 E�
larr+rs�.,Mo2rtiai.�tq. m ���
date, 214[M1.1IN igUJI4:07
v�
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1�
00
Y s
�LaPu me'µ
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A-
INDEX.TO CONTRACT ATTACHMENTS
ATTACHMENT ATTACHMENT DEWRIPTION
ATTACHMENT I STATEMENT OF WORK
ATTACHMENT II FINANCIAL COMPLIANCEAUDIT ATTACHMENT
�.� -.._._..................- ......................._................................
ATTACHMENT II AUDIT REPLATIONSHIP DETERMINATION
EXHIBIT I
ATrrACHMENT II FEDERAL RESOURCES WARDED PURSUANr TO THIS
EXHIBIT 2 AGREEMENT
ATTACHMENT III CERTIFICATIONS AND ASSURANCES
ATTACHMENT 'I ASSURANCES—NON-CONSTRUCTION PROGRAMS
ATTACHMENT VIT CONTRACT BUDOET SUMMARY S RN{ICE AND TITLE
ATTACHMENT VIII OLDER.R. M N ACT CONTRACT REPORT CALENDAR
ATTAC14MENT IX REQUEST FOR PAYMENT
ATTACHMENT X. RECEIPTS ANDEXPENDITURES,FOR ALL OAA TITLES
EXHIBIT IBIT I _
TT C.HMENT X., RECEIPTS AND EXPENDITURES,FOR NSIP
EXHIBIT
ATTACHMENT X, PROVIDER MONTHLY MEALS REPORT,FOR NSIJ.
EXHIBIT 3
T TA MEANrT B DEPARTMENT OF ELDER.AFFAIRS' CIVIL RIGHTS COMPLIANCE
CHECKLIST AND INs°TRU TIONS
ATTACHKENT D BACKGROUND SCREENING--AF FMAV IT O COMPLIANCE
N
ATTACHMENT HMENT F DATA PRIVACY&SECU ITY BUSINESS ASSOCIATE
AGREEMENT
ATTACHMENT G
yiU RC POLICY AND PROC J-�UR.FOB.ti-UT URC
1l. NCTIONS
Page 19 of 72
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AA-2229
ATTACHMENT I
ALLIANCE FOR AGING,INC.
SiTATEMENT OF WORK
OLDER AMERICANS ACT
SECTION h, S-ERVICES:TO BE PROVIDED
1.1 Altiance for Aging,Ine.Mission Statement..
The Alliance mission is to promote and,advocate for the optimal quality of life for older adults and-their families.
1.2 Program Speeffic Terms
Area Plan: A plan developcd by the area agency on aging outlining a,com rehensive and coordmiated service
P
delivery-system in its planning and service area in.accordance with the Section 306(42 U.S.C.3,026)of the
Older Americans Act and DOEA instructions,
Area Plan Update: -A revision to the area plan wherein.the Alliance enters OAA s'pecific data in the CIRTS.
An update may also hi.clude other revisions to the area plan as instructed by the DOER,
Child: An individual who is not more than 18 years of age or an wdividual with disability,
Criteria. A standard which the Administration on Aging/. dminIstTation for Commtmity Uwing set for the
Title 111D Program. AoA/A.C1.,-s standard criterion consists of three tiers-, Minimal CritCTi a,Inten-nediate
Criteria,and Highest-lxvel Criteria.
Fam.fly Caregiver., An adult:family member,or another individual, who is an in-fion-nal provider of in�home and
community care to an older individuat.
Frail:When an older individual is unable to perform at least two:activities of daily living("ADL")without
substantial hum=,assistance, includIng verbal reminding,physical cueing or:supervision,or due to cognitivc or
Y
other mental impairment,rcquires substantial supervision because the individual:behaves in a,manner that poses
a serious health or safety hazard to the it or to another individual,
Grandparent: A grandparent or step-grwidparen-t of a child,or a,relative of a child by blood,marriage or
adoption and who fives with.the child; is the prime ry.care giver of the child,because 1he biological or adoptive
parents are unable or miwilling to serve as the primary caregiver of thQ child;and has a legal relationshi to the
child,such as legal.custody or guardianship,or is raising the child informally.
LiVM' g Healthy: Also known as CDSMP for the State of Florida.
1.3 General Description
1.3.1 General Sta(ement
The primary pu_rpose of the OAA Progria M- Is to foster the development and implementation of comprehensive
and coordinated systerns to serve older Mi .dividuals.These systems assist older individuals to attain and
maintain maximum independence with supportive services,
The NSIP provides incentives for the effective delivery of nutritious rneals to older [ndividua Is. NSIP
allows programs to increase the number and/or the quality of meals served. NSM is a cash allotment or
coma-iodity program that suppleinents fund-ing or food used in meals served tinder the OAA. Florida
has opted for cash payments in lieu of donated foods.
Page 2:0 of 72
7
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77 77.
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.:..............................:...............:.
:.........::.:...................::::.:..:.:.::...:...:. ....:.:....:...:.::.:.
A - 22
L3.2 Authority
All applicable federal. laws,regulations, action trans in.ittal IS,program instructions,review guides and
similar documentation related to the following:
a. Catalog of Federal Domestic Assistance No.. �04 , 3.044, 93.045,93.012,and 93.05 ;
b, Older Americans,act of.19 6 5, as amended 2 01. ;
d, Rule -1,Florida drninistrative Code (FAQ;
e. Section 430.10 1, F lorid.a Statues R. .); and
f. DOE A.Programs and Services Handbook,
http
1.3.3 Scope of Service
The Provider is responsible for coordinating and assessing the needs of older persons and assitring the
avail-ability avail-ability of quality services. The services shall be provided in a manner consistent with the Handbook and
the procurement documents leading to th is contract. . If rec ivin g NS1 P funding, the pro-%ider shall use NSIP
funding to supplement funding for food used in meals served_by OAA Nutrition Program Providers.
1.3.E Maur Program Goals
The major goals of the OAA program are to improve older ind.ividital's quality of life,preserve their
independence,and prevent or delay their need for costlier institutional.care, 'phase goals are achieved through
the implementation of a comprehensive and coordinated service system that provides a continuum ofser ice
a.lternativ s and effective delivery of nutntious meals that meet the diverse needs of elder and their
caregivers.
13.5 Leadership and advocacy
As a.designated Focal Point,,a provider is encouraged to provide coordination of services `or older
individuals. The-Provider must also provide community leadership on aging issues and serve as dic advocate
and focal point for the elderly within the community in cooperation with agencies, organizations and.
individuals participating in activities funded by-the Alliance, Advocacy should include mit-iating positive
v,banges in pub lie or private pofides and attitudes toward older persons,.�kin :action to improve,modif'Y,or
chmi hate situations which adversely,impact on lives of older persons,or expressing support for older persons
and their interests. Adv cac activities may be broadly supportive of the general interests of older persons or
may involve specific activities on behalf of individuals.
1.4 clients-to Be Served.
1.4;1 General.description
Preference shall be given to those with the greatest economic and social needs,with particular attention to
low-income oid. r individuals, including those that are low-income minorities,have limited English
proficiency,and older individuals residing in rural areas.
1�4,l.l OAA.Title III,.General Client Eligibility
Consumers shall.not be dually enron d in an OAA pro am and a Medicaid capitated long-t rrn
ar pr :r , with the exception f consumers in need of Legal Assistance services and.��
Congregate Nutrition Services, including.transportation services to,and from congregate meal sites..
1.4,12 N 1p
Meals served..to an elderly: individual,funded in whole or ire:part Linder Statewide Medicaid
Managed. Care 1,ong- erm Care, Home Care for the Elderly, Community Care for the elderly
l rograms,or other means tested programs, may not be included in th e N S l P count.
funded con grogate ineals provided to S M MCLTC clients may be included in the NSIP count.
Page 21 of 72
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777
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AA-2:2:2.9
1.4.1.3 OAA Title IIIB,Supportive Services, Client Eligibility
(1) Individuals age 60 or older
1.4.1.4 OVA Titles I ITC I and III .Nutrition Services,Client,Edibility
General factors fliatshould be considered in establishing priority for nutrition services include those
older persons who meet the follow'.1.11g.
(1) Cannot afford to cat adequately;
(2) Lack the skills or knowledge to select and prepare nourish-ing and well-balanced meals,
(3) Have limited mob-ifity which may impair their capacity to shop and cook for there selves;or
.(4) Have a disabling illness or physical condition requiring nutritional support or have been
screened at a high nutritional risk.
1A.1 J 0:-AA Title I 11C 11.Congregate Nutrition Services
S
I equiTein
In addition to nicedng the gene al nutrition services eligibility r ents listed in
ATTACHMENT I,Paragraph 1.4.1.3 individuals must be mobile,not homebound and Physic,
mentally and medically able to attend a congregate,nutrition program. Individuals eligible to
receive congregate meals include:
(1) Individuals age 60 or older;and
(2): Any spouse(regardless of age)who attends the dining center with his/her eligible spouse-,
(3) Persons with.a disability, regardless of age,who reside in n a housing facility occupled prim-aril
y
by older individuals where congregatc,nutrition sentices are provided;
(4) Disabled persons who reside athome with and accompany an eligible person to the dining
center;and
(5) Volunteers,regardless of age,who provide essential services on, a regular basis during niearl
hours.
1A1,6 OAA Title HIC2,11ome Defivered Nutrition Services
In addition to meeting the general nutrition services efigibi lit y requirements listed in
ATTACHMENT 1,Paragraph 1.4.1.3, individuals inust be homebound,and physically,mentally or
medically unable to attend a congregate nutrition program. IDdividuals eligible to receive horne
delivered meals include the follawing-.-
(1) Individuals age 60 or o1der who are homebound by reason of itIness,disability or isolation;
(2) The spouse of a hom-ebound eligible individual,regardless of age, if the provision of the
collateral meal supports ma�itaining the person at home;
(3) Individuals with.disabilities,reg
ardless gardless of age,who reside at home with eligible individuals and
are dependent on them for care;and.
) Persons at nutritional risk who have physical,.emotional or behavioral conditions,which.would
make their presence at the curt greg ate:site inappropriate;and persons at nutritional risk who are
socially or otherwise isolated and tuiable to attend a congregate nutrition.site.
1.4.1.7 OAA.Title HID,Disease Prevention and Health Promotion Services
(1) Target-individuals age sixty(60)or older: and
(2) Priority%vill be given to individuals residing in medically underserved areas.
1.4.1.8 OAA Title 111E,Caregiver Support Semices:,Client Eligibili
(1) Family caregivers Of individuals age 60 or older;
(2) Grandparents(age 55 or older)or older individuals(age 553 or older):who are relative
i
caregivers;
Page 22 of 72
:7.7.
AA-2229
(3): Priority will be given to faimily caregivers who provide care-for individuals-with.Alzheimer's
disease and related disorders with neurological and organic brain dysfunction and for
grandparents or older individuals who are relative caregivers who provide care for children with
severe disabilities-, and
(4) For respite and supplemental services,a family caregiver must he providing are for an older
individual who meets the definition of the term"frail"'in 0A.A1, as per ATTACHME WT 1,
Section 1.2.
SECTION It—MANNER OF SERVICE PROWSION
2 1 Service Tasks
In.order to achieve the goals of the OAA progran-4 the provider shall ensure the following tasks
(1) Client Eligibility Determillation: The Provider shall ensure that applicant data is evaluated winually to
determine eligibility prior to rendering services. Eligibility to become a client is based on meeting the
requirements described M' this contract.
(2) Targeting and Screening of Service Delivery for New ClientsR- The Provider shall develop and iniplement
policies and procedures consistent with OAA targeting and screening criteria.
(3) Program Services-. The Provider shall ensure the provision of a continuum of seiNdces that meets the diverse
needs of elders and their caregivers, The Provider shall ensure the perfoinanee and report performance of
the following services are in accordance with the current Handbook.
(4) Program Eligibility Requirements
a. Eligibility Criteria
Entities 11ILLS-t Ille-el the following criteria to be eligible for program participation
-
i. An agen.cy th at.has received. a grant Linder 0 A A Tide 111 [0 AA section 3 111(42 U:.S.C.
§
3030a)]; and
11 A nutrition sere ice p rov Id er that serves ni ea I- and is-under the j ur isd I et ion, co stroll
managem-etil and audit authority of the Area Agency on Aging and the Deparb-nent,
b. Provider's Nutrition Service Operations
The Provider shalt ensure the nutrition service operations of:the Provider meet the requirements
of this contract, as well as any other applicable regulati Ons and.policies prescribed by the cLirrent
Handbook, th.e.Department of Health and Human Services,USDA, DOH. and local health
departments, D-BPR,or any other agency designated to inspect ITICal.quality for the State,, Thie
Provider must agree to notify the Alliance.of any sanitation inspections,cspecla[ly those that
inc lud e high.priori ry violations and provide a copy of die report to the A 1.1 iance with A 124.hours.
Closure%must be reported immediately. All subcontracted food service vendors must provide a
written corrective action plan to the Nutrition Provider for any high priority or significant
findings on sanitation inspections,. The C.A.Ps must be approved by the Provider"s registered
dieticlan and submitted to the Alliance to ensure that deficiencies are romedied.
c. Prescribed Nutritional Requi-rements
The Provider shall ensure that each meat provided under this contract meets the following criteria:
i J., Complies with the current Dietary Guidelines for Americans,published by the Secretaries of
the Department of Health and Human.Services and the Department of Agriculture;
ii, Pro v id es a min imu in of 3 3 1/3 3! p ere ent of the d ie t ary reference intakes/adequate intakes for an
age 70-5 fernale as established by the Food mid Nutrition Board of the National Academy of
Sciences; and
vm�
iii. Is served from and approved Alliance menu,
d. Food Origin and Coinniodl ties Requirements
Cons isten t:w 1th existing requirements of the NSIP, the Provider and its service providers may use
NSIP cash to purchase foods of U.S.origin for their nutrition projects tinder Title III of the OAA,.
NSIP funds must be used to expand ineal services to:older adults.
(5) Monitoring the performance of its subcontractors and/or vendors
(6) Comply with the Alliance.'s Nutrifion policies and procedures
Page 23 of 72
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2.2 Uscof Subcontractors and/or Vendors
ifthis contract involves the use of a subcontractor andil r vendor,there the Provider shall ii-Ot delay the
implementation of its agreement with the subcontractor or vendor.:If any circumstanc�occurs that may result
ill a d la fOT a period of si.x.t )days or more flie initiation of the subcontract/vendor or the performance
of
subcontractor nd .r the Pr id r shall 1.notify the. .11iance `ontract Manager ii writing of such delay.the
The Provider shall not perinit a subcontractor vendor to perform services related to this contract Without
having a binding subcontractor/vendor agreement executed. The Alliance will not be responsible or liable for
any obligations or claims resutting fi-one such action..
21 Copies ofSubcontracts/Vendors
The Provider shall submit a copy.of all subcontracts and/Pot vendors to the Alliance Contract Manager
within thirty 30)days of execution of each subcontra t agrecment. Throu�ho t the contract period,
the Provider shall inimediat ly submit and cbang s to sub contra ctoirs to the Alliance Conwact
Manager.
. .2 Monitoring the,Performance of S ubcon.tractors w d/ r Vendors
The Provider s:ha.11 nionitor, at bast once per year, each of its subcontractors,sub-recipients,
vendors,and/or consultants paid fr o rn funds provided under this contrast.
a. Sub-recipients a The Provider shall per-form fiscal,admffiistrative and programmatic monitoring
to ensure contractual compliane , fiscal accountability,pr grainnia.tic performance:and
compliance with applicable state-and federal laws and r e ulatl ns. The Provider shall monitor to
ensure that time schedules are met, the budget and scope of work are accomplished within the
specified time periods,and otber perfo-mance goals stated in this contract are achieved,
b. Vendors—The Pro vider shall:p erform adin in is trativ e acid pro grammatic mon 1-toring to ensure
contractual compliance,programmatic p erforrn an ce and.compliance with applicable state and
federal,laps and regulations.The Provider shall monitor to ensure that time schedules are met,: and
the scope of work-is accomplished within the spQ6fied time periods'.and other performance goals
stated in this contract aro achieved, The Provider sha.il perform a modified fiscal monitoring to
111c lude bill in / vo is i.n.g procedures and reconciliation. to on sure fiscal accoun.tab ili and
sustainability,
2.23 The Provider shall ensure that all required client data for services provided by subcontractors and/or
vendors are entered In the CIRTS databiase per the Department's CIRTS Policy Guidelines. The data
must be entered into the C1 RTS database befogs the Provider submits the Request for Payment and
Expenditure. ._eports to the Alliance. The Provider shall establish time frames with its subCOn tra.ctors
and vendors to ensure compliance with due dates for the Requests for Payment and Empenditur
Reports,to the Alliance.
.3 Staffing Requirements
.3,1. Staffing i....evels
The Provider shall assign its own administrative and support staff as needed e to perform the tasks,
responsibilities and duties under this contract and ensure that subcontractors and/or vendors dedicate
adequate staff accordingly.
2.3.2 Professional Qualifications
The Provider shall ensure that the staff responsible for perfonning any dutie-s or functions within this
contract have e the qualifications as specified in the Ffandboo ..
.3.3 Service Ti.tnes,
The Provider shall ensure the provision of services listed in this contract during-normal bus Ill.ess
lours unless other times are more appropriate the wrest the performance requirements of this contract,
Page 24 of 72
..............
29
and it shall 1rionitor its subcontractors and/m vendors to ensure they are ava lable to provide services
during hours responsive to client needs and duringthose times which lest�����t the���� of the
k
relevant service co nmilinity.
3A use of Volunte rs to Expand the Provision of Available Services
The Provider shaU make use of trained volunteers in providing d it ct services delivered to older individuals
and individuals with disabilities needing such services. If possible,the Provider shall work in coordination.
with organizations that have experience in providing training,placement,and stipends for volunteers or
participants(such as organizations c rr iiig out Federal ser��i pry i-�rns drain stead� the �rp�r�t i i�
for National and Community Service), in community service settings.2.4 Deliverables
The following section provides the specific quantifiable Units of deliverables and source documentation
required.to evidence the completion of the tasks specified in this conti.act.Tlie Provider must submit..1
i:eciiircd documentation in: the time and manner specified for the mininiu i.performance levels to be gist.
Each deliverable must be accepted in writingby the Alliance Contract Manager based on.the requirements
for each deliverable before the Provider submits an invoice requesting payment.
nta
The Prov i.dcr shall.ensure the provision of a cont-inuu m of scry ices that rnects the diverse needs of eiders and
their caregivers: The Provider shall ensure the performance and reporting of the following services in
accordance with the current Handbook and this contract, Documentation of set-vice delivery must 'Include a
report nsistii g l`th f' 11 in :number of clients served, nUmber of service units provided b service, and
rate per service u.n it with calculations that equal the total invoice a.nio un t,.
The Provider shall provide the services described in the contract in,accordance with the current Handbook, Units of
service will be paid pUrsuai t to the rates established in ATTACHMENT V11.
The services in-elude the folio-wind;categories:
. .1 Supportive ive Services I1 Program)
pp i6tiv i=s i d s in l v�xi t f ornm iit -based and hone. -delivered services t. t support th,e
i
alit of life for older individuals by helping them remain independent and productive. Sm-ices
include the following:
(1) Adult Day are;
( ) Cho re Services;
(3) Companionship;
4 Counseling Gerontological);.
S Emergency.alert response,
( Escort;
(7) Homemaker;
(8) Housing Improvement;
Legal.Assistance
(1 0) Materia l Aid-,
(.11) Personal Care;
(1 ) Recreation;
13 Screening andAssessment;
1 4) Shopping Assistance;
15 Transportationq and
16 Specialised Medical E'- uipment, Services,and Supplies
Page 25 of 72
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. . . Congregate Nutrition Services :110 Program)
Nutrition services are provided mi congregate settings and are designed to reduce hunger and food
insecurity,Promote socialization a.nd the health and well.-being ofolder individuals by assisting them t
gain access to nutrition and other disease prevention and health promotion services. Survices include
the `ollo n6g:
1) Congregate meals;
Congregate meals screening-,
Nutrition education and rriitriti n counseling;
2.4.E Home Delivered u ri' ion erviCes(I-IIC2 Program)
In-home nutrition services are:pfovided to reduce hanger and food insecurity,promote socialization and
the health and Drell-being of older individuals her a. silt g such individuals to gain.access to nutrition.
and other disease prevention and health promotion services. S enr ices include the following-.
GHome delivered meals
Nutrition.education and counseling;
(3) Scre n-I .g/ ssessm.entr
2:4.4; Disease Prevention and Health promotion SenIce Program)
Evidence-lased Disease Prevention and Health promotion "'EBDPIIF)service have been
der onarated through evaluation to be effective for improving the health,wellbeffig or reducing disease,.
disability and/or injury arnong older adults,and proven.effective with older adult populations. The
L defines BDP'-1'P services as rneeting highest-level criteria. Only services that meet Lhe highest-
level criteria are allowed under the ITID Program. EBDPLIP services must be delivered per the
i
requirements of the program and ensure p rogram fidelity. Evidence based prograins include the
following-
(1) A Matter of Balance
2 Chronic Disease Self-Management
3) Diabetes Self-Management ent Program
(4) Enhanced Fitness
(5) HomeMeds
2.4.5. Caregiver Support Services(IIIE Program)
The fbl o gig services are intended to Provide direct h.eila to aregive-rs, assist in the areas off,health,.
nutrition and financia1 literacy and assist caregivers s in making decisions and problem solving related to
their earegiving roles and responsibilities:
1 Adult Day Care-,
( caregiver Training/Support(Individual&Group);
3) Respite Services;
4) Screening/Asses enty
2.4.6. ar lver Support Supplemental Services (IIIES Program)
The following services are provided to complement the care provided by caregivers:
1 Chore Services;
2) Dousing 1rn rovernew t;
( ) Material and
(4) Specialized.Medical Equipment,,Services and Supplies:.
2.4.7.. Caregiver Support Grandparent Services(IIIEG Program
Services for grandparents r older individuals who are relative caregivers designed to help meet their
ea.regi�ing obligations include the following
(1 Legal Assistance;
Page 26 of 7
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-29
2.5 Reports
The Prodder is responsible for responding In a timely fashion to additional routine and/or special.requests,for
information.and reports required by the Alliance, The provider must establish dui dates for any subcontractors
and/Or vendors that permit:the Provider to meet the Alliance's reporting r uir meats:
. .1 Retrospective lint Cost Methodology
The Provider shall submit a Retrospective Unit Cost Methodology to the;alliance annually,no later
than 90 days after the provider Fiscal year end.. The Service Cost Reports shall.reflect actual costs of
providing each spice for the preceddig Provider fiscal year. if the.provider desires to renegotiate its
reimbursement,rates,the ''rDvIde-r shall make a request in.witing to the Alliance in accordance with
the Alliances approved Reimbursement date Re iew ollcy,which is incorporated by reference.
2.5,2 Surplus/ eiie t Report
The f'mvider will respond to the consolidated ► plus/. eficit report in a format provided by the
Alliance to the ll.iance's Contract Manager. Surplus/Deficit reports must he submitted with the
monthly request for payment. This report is for all services provided in.this agreement incorporating
in this contract between the provider and the Alliance.The report will include the following:
1 A list of all Services and their current status regarding su.iplus or deficit, and why they differ from
its original.bud&et projections.
A detailed plan,on.how the surplus or deficit spending exceeding the I'10 monthly threshold will
be resolved- The plan rust include speciFic budget numbers to reflect how the provider plans to
address the variance.
3 Number of clients cu iTently on the waitl ist .1 CL).
(4) Number of Unduplicated Client served.
2.53 Volunteer Activity Rep-oft
+e provider shall submit an annual unduplicated report of volunteer hours on the format provided by
the Alliance. The data collection period is from Jwivary 1 —December 31 fox each calendar year,
The data submission date is five( working days following the close of the contract period,
:4 CIRTS
Client Information and Rcgistra.tion Tracking System IRTS Reports:
The Provider shall input A-specific data into CIRTS or e l .TS,depending on.the instructions
provided by the Alliance, to ensure+SI TS data accuracy. The Prodder shall.use l TS--generated
or eCIRTS generated)reports which include the following:
Client Reports;
2) Monitoring Reports}
3 ServicesReports;and
(4) OOutcome Measures Reports.
(5 .Fiscal Reports
.5.5 Program Highlights
e Provider shall submit Program Highlights referencing specific events tb at.occurred in previous
contract year by September 10'of the current eun tT act year. The Provider shall provide a new success
story,quote-,testimonial,or human.-interest vignette.The highlights shall.be written for a general
au.di n- ,with no acronyms or technical terms;.For all.agencies or organizations that are referenced in
the highlight,-the Provider shall provide a brief description of their mission or role, The active tense
shall he consistently used in the highlight narrat:ivel, in order to identify the specific individual.or
entity that p rlbi-med the activity described in the highlight. The Provider shall review and edit
Program Ili hli ht,for clarity,readability,relevance,specificity, human interest, and grammar,prior
to submitting them to the Alliance.
Page 27 of 72
- 2
2.5.6 Outreach Activity
The Provider shall report on outreach activities at least somi-annuallyusing a uniform reporting
format established by the. 1li ri _The formal must include the following, information� iu mb er
and type of provider events or activities';date and loca1101I.; total number of participants at each
event or activity; individual service needs i.dentified� and ref :rr l sOtrrCes or information
provideA. Reports inust be subrn tted by June 3 and December 3.1 of each contract year. At a
minimum,the number of outreach.activities r -ed to b corepleted null for the Provider-
qit
must be coxlsrstent with the number of pr .each ct.vfes referenced in the procurement
documents leading to this contract.
15.7 health and Wellness Report
The .Provider shall submit Monthly Programmatic Deports for .E.BDPHP services. The
Alliance Contract Manager will provide n Excel spreadsheet with the following tabs:
Health and W llness one for each month. ; Success Stork re-ported only in May);
Partnership (one tab updated as receded)- and a Statistical Breakdown. Page.
a. Information pro�?.ided �i the Monthly Programmatic Report must match CIRTS data
and the Req.tiest for Payment.
b. 'rhe Provider shall review iew program documentation to ensurc documentation is complete
and adequately supports the in-formation r Qport d on the Monthly Programmatic Report
prior to submitting a Request for Payment. The Provider will attest to the review in the
""comments" section: of the Monthly Programmatic aromatic Report and provider levant
information regard in a the documentation as needed.
k. c: Program documentation shall include all the following elements: Sign-Its Sheet or
Attendance Vogl f y r°s. or documentation den-ionstrating efforts to recruit participants
and proraotrw EB,DPHP services provided; currm facilitator certificates; Copy of
program license�i f applicable); and any forms required by the specific program.
dp Provider shall ensure that.program documentation includes a Sign-In Sheet or Attendance
Log with date, time,name refprogr-arrr., participant narises,an(] narne ofpro rani
facil tator(s).If the Attendance Log does not include a space for participant signatures,
add.itic n at progr am do cum en tatiOil Mus t be in elu d cd Fr ith p arti eipant sign atures that
matches the participant nar es and dates in the Attendance Log. vxeept.iorrs may be
approved by Alliance Contract Manager. Requests must be made ir:i.Writing and kept.with
program doe-umentatiorr.
e. Participants must write and sign.their name on:program si rs-ire sheet or Attendance Log.
Attendant Logs:with partieipanx names typed or written In by the same person.will not be
accepted as program douum erg tatio . If-r participant refuses or is unable to write their own
name and sign, the Instructor may sign by proxy for the participant with a,note on the Sign-
in sheet stating why it is necessary to do so(the note needs to be initialed and dated.
f. The Provider shall .bide b all program fidelity requirements and annu 11 obs� delivery
of BDPHP services. A note wilt be included L'a the Monthly Programmatic Report, its the
comments:section, when a program.has been observed. Documentation pertaining to the
observation wi.l.l be kept and provided to the Alliance upon request.
g. The Provider shall contact the Alliance Contract Manager in the even(of are emergency or
n exigent ei.r cum s tan cc where the p.r vid r is unable to main twin an aspect of fidelity oaf the
BDPHP servi.ees (e.g, minimum or m irnum number of.partic ipan.ts)before the end of
the workshop. At the discretion of the Alliance Corrtraet Manager, the service may be
reimbursed.Linder this Contract,however, if the fidelity infraction is discovered after the
program has fin ished, durain g the Request For'P aynie t Process or a desk review, the
Provi(ler may not be reimbursed for the workshop or shall'be requested.to reimburse the
Alliance the cost of the workshop.
Page 28 of 72
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- 9
h. The Provider shall collaborate and partner with organizations to extend the reach of
l BDPHP services, Farm cr hilt s shall be designed to b tiny ulate innovation of new
approaches and activities in is B!)PHP services., development of greater capacity, and
leverage other funding.sources. partnerships shall also address building and sustaining an
infrastructure for the dissemination of EB:DPHp services.This includes,but is not limited
to,rc ruitmentoftrainers and participants,. covering costs for licenses,and replicating
program delity.
i. The provider shati document,and provide to the Alliance upon request,evidence: fpartnerships
created formally throug h Me morand a of Agreement/U nderstand in . Provider wil l lie reclu I red to
k ep tra ck ofparta ership s in the Mo nthly P rog ramm ti`Rep o m .lash month the provider shall
review and.provide updates as necessary,
2.5.8 Older FloridiansLegal Assistance Program.("OFLAP-1S-)Report-s
The purpose of the OFLAMS reports is to collect:consistent and standard data to illustrate the range
and type of legal.assistance provided by the Provider to older persons in social or ecoDomic need.
The provider shall submit reports to the Alliance in die format prow ided by the Department to ensure
that legal services reached the targeted groups and sensed the priority issue arcs described in
Attachment 1,Section l. .1 of this.contract.The provider sha11 compile and report data using the
definitions and specific instructions provided by the Department and the Alliance. Reports are to be
submitt d in the time rames established for each r poil, as follows:
OFL .p Units of Service-Month ly(`or billing.pw°poscs)to A
+ l LAB'Client.Report- Semi-annti ll
OFLAP Closed Cases Report- ernl-annually.
F'L AP'N arrati ve RQport x-semi-annually
Case ExamplesGood Stories
Education Events
Publications(Optional)
i iiet Ne is(Optional)
Individual clients are to be counted only once per calendar year bijt are to b e reported semi-annually
so that the Alliance can track achievement of"projected goals. Semi-annual reports will be year-to-date
counts of unduptleated clients: 1)January une;and January�December,
.Deports must be summited annually to the Alliance by January 15�1.
2.6 Records and Documentafloin.
'• e Provider agrees to makc available to Alliance and/or tlic Department s to f and/or any party designated by the
Alliance mid/or Department all contract related records and.doeumentation. `].;he Provider shall ensure Oe
collection and maintenance of all program related information and documentation on any such system
designated by the Alliance ance and/or the Departnn.cnt. Maintenance includes%-alld exports and backups of all
data and systcn-ts according to Department standards, Data must he usable and,in. arcadable format by the
.]I Ian c c and/or the D ep ar tinent.
2.6.1. CIRTS Data Maintenance
The Provider will.ensure the accurate collection and maintenance of client and service information on
Ynont ily basis from the C RTS or any such system designated by the Alliance. Maintenance
includes,valid export's and backups:of all dala and systems according to Alliance and DOES.
standard:. The Provider must adhere to the Alliance CIRTS, Data Integrity Policies&Procedures,
incorporated by reference, in order to ensure data accuracy.
Page 29 of 7
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AA-2229.2 Data.Integrity and sae �up Procedures
The Provider shall rain fain written policies and procedures for co pater system haekUp and.
recover.and shall have the same requirement o f it.s subcontractors and/or vendors.These
policies and procedures shall.he made available to the Alliance upon request.
.7 Performance SpecifleatIons,
R7x l Outcomes and Outputs Performance Measures)—At a rn imum.,,the Provider rust:
l) Ensure the provision of the services described in this,contract are in accordance with the citi ent,
Handbook and in the Manner of Service Provision described in this contract.
Timely and accurately submit to the Alliance all Information described m this:contract.
(3) Develop,document, acid follow strategies submitted in the procurement documents leading to
this contract to support the Depailment's perfornr.anee cute ne mea ur:es in the follow criteria:
a 66%ofnew service recipients with high-risk nutrition scores will improve their
nutritional status.
c 65%of new service recipients will maintain or in prove their ADUs assessment score,
d 62.3%of new service recipients will ma ita.in or improve their IADUs assessment score.
e %of family and family-assisted caregivers will self�report they are very likely to provide care.
. .7.2 Monitoring and Evaluation Methodology
The Alliance will review and evaluate the performance of the P�-oviider under the terms of this
contract,Monitoring shall he conducted through direct contact with the Provider fir u h telephone, in
writing,and/or an on-site visit.The lliance's determination of acceptable performance shall be
conclusive,The Provider agrees to cooperate with the Alliance in monitoring the progress of
completion of the service task,,,,and deli vera les, The Alliance may R use,but is not limited to,one or
more of the following methods for monitoring.,
(l) Desk re'views and analytical revie lsi
( eheduled,unscheduled,and follow-up on-site visits
Client visits;
Review of'Mid ependent and ito r#s reports
(5) Review of third-party documents andl r eva.luat:1011.;
6) Review of progress reports;
7) Review of customer satisfaction surveys-,
( .gr e&upon procedures review by an external auditor or consultant;
( ) Limited-scope reviews;and
l Other procedures as deemed necessary,
.73 Remedies-1 o eonfoniiin Services
I'he Provi er shall.ensure fliat�all participants served Linder this agree.nr ent are eligible for the
program, and that all monthly and/or quarterly performance rgorts and financial records are
maintained for each reporting period and submitted as stipulated in �.4,15,16,and IT,
Any nonconfortn.in.g program services,perfor Dance reports or financial records not meeting the
requirements of tl is contract shall not he eligible for re n ursement under this program, The costs
associated with hi,rin ,training,reporting,and/or managing the pro rare shall be bome solely by the
Provider.The.Alliance requires Lmmedlate notice of any significant and/or systemic infractions that
Compromise the Provider's ability to provide participant services,to achieve.prograrnmatie
peraforrnanee or to provide sound financial in anagern en of the program,
Page 30 of 72
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, -2 2 2 9,
2.8 Provider's m ndal Obligations
2,8.1 Matching,Level of Effort,and Earmarking Requirements
The Provide shall provide match ofat least 10 p ercent of the federal admi is trative funds received.The
Provider's match will be made in the form of cash,general.revenue admin strati e funds,and/or in-Mid
resources. The Provider will assure, dirough a provision in subcontracts,a match requirement of:at least 10
percent of the cost for services fluid.ed through tliis contract,except for Title I11 . The Provider's match.will
be made in the fon-n of cash and!or iii find resources.The Provider shall report match by title each.month. At
the end of the contrast period,the Provider must properly match.OAA funds.
18.2 onsumer Contributions
Consumer contributions are to he used under the followw'g terms,.
I) The Provider assures compliance with Section 315 of the OAA as amended in 2006, m regard to
con.sumr contributions;
Vohmtary contributions are not to be used:for cost sharing or matching;
3) Accumulated voluntary contributions are to be used prior to requesting federal reimbursemctit-and
4) Voluntary contributions are to be used only to expand services.
2.8.E Use of Service Dollars
The Provider is expected to spend all federal, state and other funds prodded by the Alliance for the purpose
specified in the contract. The'Pr vider must manage the service dollars in sucb a manner so as to avoid
having a wait list, a deficit,or a surplus of funds at the end ofthe contract period,for each program managed
by the Provider. Program.surpluses must be reported.to the Alliance.
2.8A Surplus Recapture
In accordance with its surplus/deficit management policies',in order to ma irnize available funding and
in nimize the time that potential clients must wait for service, the Alliance in its sole discretion tion can reduce
funding awards if the Provider is not spending according.to monthly plans and is projected to incur a surplus
at the end of the year,
2,8.5 The Provider agrees to use funds as detailed in the Budget Summary,ATTACHMENT VIL Any changes in
the amounts of federal or e era.l revenue funds identified on the Budget Summary form require a contract
amendment.Providers must adhere to lhauce's Modified Spending Policy, incorporated by reference, when.
requesting chap-.g s to the budget Summary Form,
1-9.6 Title 1 1 Lu ds
The.Pr vider assures compliance with Section 306 of the Older Americans Arta as amended in.2006,that
farads received.under Title.1.11 will not be used to p ay any part of a cost(includJng an administrative cost)
incurred by the Provider to maintain a contractual or commercial relationship that is not carried out to
implement Title 1.1:1.
LL! RES PON S I HILIT-1-ES:
. ,1 Prograni Guidance.and Teclutieal Assistance
The Alliance will provide.to the Provider guidance and technical assistance as needed to ensure to successful
fulfil..h ent of the contract by the Provider. The Providers must attend all required training session and
meetings -fbe support,or lack thereof,shall not relieve the Provider from full perfonna ce of CDntract
requirements
Page 31 of 7
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A. 22
S CT1 N III,: METHOD OF PAYINIENT
.1 General.Statement of Method of Payment
The Method of Payment for tli.is contract is a combination of fixed fee/unit rate,cost reimbursement,and advanced,
payments,subject to the availability of funds. The Provider shall ens-ure to include only those costs that are in
accordance with all applicable state and federal statutes and regulations and are based on audited h isto rical costs in
instances where an independent audit is required. The Alliance will Pay the Provider upolI Satisfactory Completion
of Tasks/Deliverables Tasks/Deliverables as specified in.Section ll,.2�1,22, and 2.5,arid in.accordance with,ether terms acid conditions
f this contract.
12 Unit of Service
The Method of. a.ymen:t for this contract 1, c nibination of famed fee/unit rate, cost rei bursement, mad advance
payments, subject to the availability of funds and Provider performance. The Alliance will Pay the Provider upon
satisfactory,completion of the Ta.sLs/ eliverable , as specified.in Section 11 and in accordance with other terms and
conditions of the contract.
.1.l Pied ee/lJnit Rate
Payment for Fixed Fee/Unit Rates shall not exceed anoints established in ATTACHMENT ill.,per unit of
service.
a
3 1..2 Cost Reimbursement
Payment may he authorized only for allowable expenditures, which are in accordance with the services
specified in ATTAC11MENT Vll.. All Cost ReimbursementRe-quests for Payment mast include the receipt
and Expenditure Report(ATTACHMENT X)beginning with the first month of the contract.
.1. Advance Payments
The P-rovider inay request up to two.( )months of advances at the start of the contract period to cover prograrn-
admini>strative and service costs.. The payment of are. advance will he contingent upon the sufficiency and
amount of funds released to the D�Tartment by the Mate of Florida.("budget release").The Provider requests
for ad wicc payment require the written approval.of the Alliance and the Depa.rtnient"s Contract Manager,
a er,
The Provider shall provide the lliance"s Contract Manager documentation justifying to need for mi advance
and describing, how the funds will he distributed, 1f sufficient budget is available, the Alliance acid the
Department ent may issue approved advance payments after July 1.st of the contract year. All advance payments
ts
will be reconciled and recouped from the third d ough the twelfth.month. Reconciliation and rccOUpi.ng 0f
advances made wider this contract are to he completed in accordance with ATT JM N T`I'll.
3.3 Advance Payments
3.3. The provider may request up to two months of advances at the start of the contract period.,if available,to
cover program,service costs.. 'llhe payment of an advaince will be contingent up-on the sufficiency and
amount of funds released to the Alliance. The Provider shall provide the Alliance documentation justifying
the:need for an advance and describing how the funds will be distributed.
3.3.E The Provider's requests for adva ce require the approval of the Alliance. if s;aff"icient budget is avail:able,
the Alliance will issue approved advance payments after January I, �?022.Advance payments will not be
issued for NSTP.
3.3.3 Requests for the first through the twelfth months shall he based on the submission of actual,monthly
expenditure reports beginning with the first month of the contract.The schedule for subunission of advance
requests, if available is shorn on TTA l-WENT MITI of this contract,
Page 32 of 7Z
-2229
All advanced payments made to the Provider shall be recouped in.accordance with the Reporting Schodul ,
ATTACHMENT VH1 of O is contrast..
3.15. Interest ca.med on advances must be identified separately by source of funds.,state or federal,providers shall
ma.itita:in advances of federal funds in interest bearing accounts unless otherwise exempted in accordance
with 45 CFR7 . .. am d interest must be r t:umed to the Alliance at the end of each quarter,
3.4 Invoice Submittal and,Requests for Payment
Payment shall be made upon the Providers presentation of an invoice, following acceptance and approval by the
. .11ian.cc of deliverables shown on.the invoice. The Provider shall rnahlw'n documentation to support payment
requests that shall he available to the Alliance or auto ri ed individuals,such.as the Department of Financial
Services,upon.request. Supporting documentation of services provided must be adequate to permit fiscal and
programmatic evaluation and ensure internal management.
The form and substance of each invoice submitted by the Provider shall he as follows:
3.4.1. All requests for payment ent and expenditure reports submitted to support requests for payment shall be on
forms 106(ATTACHMl'N T' , 105 (ATTACHMENT X-EXHIBIT 1. , 1 l 7(ATTACHMENT X-
l�XH l BIT and 11 (ATTACHMENT X-EXHIBIT3)..
.1 Form 106
2) Form 105 is for all OA.A Titles—Use one form per Tale
3) FFonn 117 is for NSTP
(4) Fon—n 11.8 is for NSIP
. .2 The Provider shall submit all payment requests based on the submission of the Provider's actual monthly
expenditure reports beg-inning.with the first month of the contract,,The schedule for submission.ofadvance
requests when available and invoices is ATTACHMENT V1.1 to this contract.
3,4.E Any paymen:t due by the,Alliance under the terms of this contract may be withheld pending the receipt and
approval of all financial and programmatic reports due from the provider and any adjustments thereto,
3AA TheAlliance will authorize payment only for allowable expenditures, whicb.are in accordance with fie
limits specified in ATTACHMENT"Vrl.
3.4.5 Monthly review of tl c Receipt and Expenditure Report acid the Request for Payment Form by the Alliance
will focus:on:
(1) Line-item comparlson of year-to-date expenditures with the budget to monitor rate of expenditures;
(2) Allowable-total eimbursement,on a servlce-h -service level,does not exceed.budgeted/contractual
amotuit(No unilateral modified spending authority.);
Validation of service units reported against CIRTS..
3.4a6 in order to properly manage the program budget,the Provider must submit invoices for payment no later
than the 61E day following the month in which the expense way Incurred,not to exceed three(3)months after
the end of the month in w-hich the c p iis was micurred,except that invoices cannot be submitted itted after
Close Out Report date,Invoices submitted late will require the approval of the Alliance s contract manager.
Date in voices will not he paid tmless justification is submitted and approved in ritin the contract
inanagcr..
3.4.3 Date for Final Request for Payment
e Provider shall submit the final request for payment to the Alliance by the date indicated on Attachment
1R of this,contract.
Page 33 of 72
AA.-2 2 2
M�8 payments will be rnade to the Provider based on a,complete and correct invoice, invoices that are
incomplete or with incorrect total will.not be processed and will be returned to the Provider for correction,
Fiscal staff will not be able to correct or make changes to the hivoices. Retaming invoices for corrections
may result in failure to receive payment for that month.Invoices shall be submitted timely as per
ATTACHMENT V11 in order to avoid any payment del y .
14,9 The Provider must enter all required data following D EA's CIRTS Policy Guidehines for clients and
services in the CIRTS database.Data must be entered into CIRTS before the providers submit their request
for payment and expenditure reports:.
3.4.1.0 The provide-shall.run monthly CIRTS.reports,and ver i4r that elient and service data,in. CIRTS is accurate.
This report must he submitted to the Alliance with the monthly request for payment and expenditure report
and must be reviewed by the Alliance before the provider's request can he approved by the Alliance.
3,4,11 For prodders receiving funding for Material Aid.sem ices, Material Aid must be pa���ided only Shen there
is no available alternative, e.g.,another program funding source or community resource,that can
accomplish the service or supply the goods.prior written approval shall.he obtained in writing from the
alliance}s contract manager for purchases of$150.00 or more Written approval must be submitted with.the
.request for payment.
3.5. emedies for Nonconforming Services
The Provider shall,ensure that all goods and/or services:pro idcd under this,contract are delivered tamely,
completely and commensurate with required standards ofquality. Such goods and/or services will only be delivered
to eligible program participants.
If the provider fails to meet the prescribed quality standards for services, Bach services will not be reimbursed under
this+cont.ract. In addition,any nonconformin.g goods(including home delivered meals):and/or services not meeting
such stwidards will not be reimbursed under this contract.The provider's signatr.r-re on the request for payment form.
certifies maintenance of suppor ti,ng documentation and acknowledgement that the Provider shall solely hear the
costs a,ssoclated with preparing or providing nonconforming goods a d dr services. payrncmts may be withheld
;end/or required to be reimbursed if standards are not upheld and/or if documentation does not support invoices
being processed or already paid. The Alliance requires immediate notice of any significant nt and/or systemic
infractions that compromise the quality,security,or confinulty of sendees to clients.
,3.5.1.CwTective Achon Flan
1. provider shad ensure 10.0%of the deliverables identified.i .TTACHMENT 1,Section 11 ( 1amier of
Service Provision)of this contract,are performed pursuant to conti ct requirements.
2. If at any time the Pro-vider is notified by the Alliance that it has failed to correctly,completely,or
adequately perform contract dellverables identified in ATTACHMENT 1, Sec: 11, the:Alliance will
dernand the Provider to submit a CAP within 10 busliness days to the Alliance Contract I anager that
addresses the deficiencies and states how the deficiencies will be remedied within a time period approved
by the Alliance's Contract Manager. failure to subnut the CAP as prescribed above would result in non.-
comphance and actions result in actions in Section 46 and 50 of this contract.
. If the Prov Ider fails to correct an identified deficiency within the approved time period specified in die
P, the result is non- .pliance and actions result in actions in Section 46 and 50 of this contract.
3.5.2.Compliance
The Alliance may withhold,roduce payment,or begin action for non-compliance in Sections: .6 and 50 of this
contract if the Provider fails to perform the deliverables to the satisfaction of this contract according to the
requirements referenced in ATTACH WNT 1,Section f and Section 11 of t.la is contract,
Page 34 of 72
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229
ATTACHMENT 1-1
ATTACHMENT It
FINANCIAL AND COMPLIANCE AUDIT
The administration of resources awarded by the Alliance to the provider may be subject to audits and/or mon.itorin- b y th e
Alliance and/or the Dqiar[inent as des oiled in th.i s see tion
L MONITORING
In addition to evie s of audits conducted in aocurdan.ce with 2 CFR Part 200 (formerly OM1 Circular A--1 : , as
revised), and. s. 21 . 7, RS.,(see "AUDITS" below), monitoring procedures may Delude, but not be limited to, on ite visits
by the Alliance and/or the Department staff,limited scope audits as defined by OMB Circular .wt-3,as revised, and/or other
procedures. By eatering into this agreement, the Provider agrees to comply compty and cooperate with any monitoring
procedures/prooesses deetued. appropraa.le by the Allimeei I n the event the A 14 i an cc aad/or the Departnient determines that a
hi nited scope audit of the PmNi&is appropriatc,thu Pw,6der agrees to conipl . with any additional. instmetions provided by the
A.l l is ai n c e an d/o r th e Dep w1men.t to the P ro v id.er regarding such audit: The Provider further:agrees to comply and
coo p eta te with any inspections, reviews, investI gal ions, or audits deemed ncoessary by the A.II i an c e and/or the Department.
AUDITS
PART s FEDERALLY FUNDED
This part is applicable if the provider is a Stateorlocarl. goverrrrr ent or anon profit organization as defined-in.OMB Circular .-
13 , as revised.
In the event that the provider expends V50,000.00 or more in federal awards during its fiscal year, the Provider must have a
single or program-specific audit conducted in accordance with the
prvisrons of 2 F P a r°t 0 0. EX111131T 2 to this
a e-ernenI indi cates federal resources awarded through the AIlian.ee by this agreement. I n d e termin ing the federal awards expended
in its Meal year, the Pro v i d e r shall consider allsources of Federal awards, including federal resources received from the
A.11 i ar c e. The deternrrination of amounts of Federal awards expended.should be in acc ordanee with the guid,eIine,s established
by 2 CFR P art ::0 0 An audit of the provider conducted her the Auditor General in accordwice with the provisions of
C F R P art 2 00, wilt meet the requirern.ents of this part.
In eo neetiun with the audit requirements addressed in Part T,paragraph. dg the Provider shall fulfi.l1.the req uirernents rela.tivC to
auditee responsibilities as provided in 2 C F R P a r t 210 0;5 0 8.
If the Prodder expends less than 750,000.00 in Federal awards in its.fiscal year, an.audit conducted in accordance with the
provisions of 2- C F R. P a r t 2 0 0,is not required, In the event that the Provider expends less than$750,000.00 in federal
awards in its fiscal year and elects to have an audit-conducted in accordance with the previsions oft CF.R Part 2: 0,the cost
o fthe audit must:he.paid from non-federal resou.rees (i.e.,the cost of such audit rnust be parid.fro rn.Rmider resources ohta.ined
from other than federal entities.)
An audit conducted in: accordance with this part shall cover the entire organization for the organization's fiseal year.
Co mp.1iance dindings related:to agree men ts with the.�Vh mice shall b e haled on the a greeinent's regWre men ts�including any r-ules,
regulations, or statutes referenced in the agreement„ The Financial statements shall disclose whether or not the matching
requirement was met for each applicable agreement. All questioned costs and liabilities due to the Alliance and./or the
Department shall be fully disclosed In the audit report with reference to the Alliance agreement involved. If not otherwise
disclosed as required by 2 C F R P a t. 2 0 0,5 .1 , the schedule of expenditures of federal awards:shall identify expenditu;res
by agreement number for each agreement with. the Alliance in.effect during the audit period. Financial reporting packages
required under this part must be submitted within the earti er o .30 days after receipt of the audit report or 9 in-onths after the end
of the Prodder's fiscal year end.
Page 35 of 7
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A -2229
PART 11--, SIWIVE FUNDED
This part is applicable if the P vid -is a non-state entity as seined by s, 5.97(2),F.S.
In the event that the provider expends a total amount of state financial assistance equal to or in excess of$750,000,00 in any fiscal
year of such Provider(for fiscal years ending Sep te ber 30;2004 or thereafter),the Provider must bave a State single or proj eet-
specific audit for such fiscal year in accordance with s. 215.97,F.S..;applicable rules refthe Depa.r.-tinent ofFinaneial Services;and
Chapters 10.550(local governmental entities) or 10.650(nonprofit and fbr�profit organizations),.Rules ofthe. .ud for General.
E HI 1T 2 to this agreement indicates state financial agsistariee awarded through tie. :.Ilian-ce by this agreement.In determining the
state f n an:eia1 assistance expended ire its fiscal year,the Prov Ider shall con sld:er a sources rrfstate fin aneial as,sistance,i n c I U.ding
state fi n an ci al assistance received.from the AlhanGe,other state a e.nCies,and.other nou-state entities.State frn.anuial assista:nee dues
riot include Federal direct,or pass-through a wards and resources received by a non-state en t I ty for Federal program matching
requirements,
In connection.with the audit requirements addressed ire part lf,pa.r agr dph I,the Provider shall errsrrre that:the audit coaphes with the
requirements of s. 215. 7(8),F.S. This includes submission of a. financial reporting;package as de fined.by s.215.97Q), F. ., and.
Chapter 10550(Ideal govem men taI entities)or.10.6 50(non.pr fit and for-profit organlza.tion ),Ru les of the Auditor General.
If the provider expends Iess than S 750,0 00�00 in state fin aneial assistance in its fiseal year(for fiscal years mding September 30,2 004
or thereafter),an audit conducted in aecordan.ee with the provisions of s.r 215.97,F. .,is not required.hi the event that the Provider
expends less than 750,0 a0.00 in state financial assistance in its fiscal year and elects to have an.audit conducted in accordance wide
the prov i sions of s.2 15.97,F.S,,the eogt of the audit must be paid from the nog.-state entity's resources(i.[e.,.the-cost of such an audit
inust be paid from the Provider resources obtained from other than State entities).
An audit conducted. in accordance with this part shall cover the entire orgamization for the or anizat on's fiscal year. Compliance
findings related to abrreenients with the Alliance shall.be based on the agreement's requirements, i.neludin any applicable rules,
roger anions,or statutes.The-financial statements shall disclose whether or not the matehin�r- irement eras met for each applicable
agreement:. All questioned costs and liabilities due to the Alliance shall be fuller disclosed in the audit-report with reference to the
Alliance agreement involved..1f not otherwise diseIosed as required by IluIe 6 1-5,003,F,A,C.,;the schedule of ex p ell dit r-es,of state
financial assistance shall identify expenditures by agreement number for each agreement with the Alliance in effect during the audit
period,Financial reporting pae a-es required.under this Dart must he subn'.:itted within 45 days after-delivery of the a.ud it mpert,hut-
no later than 12 months after the Provider's fiscal year end for Deal governmental entities..Dora-profit or for-profit organizations are
requited to be submitted within 45 days after delivery of the audit report,but no,later than 9 months after the,Provider"s fiscal year
end. Notwithstanding the applicability of this portion,, the Alliance retains all right and obligation to monitor and oversee the
performance of this a. reemen-t as outlined throughout this document and,pursuant to lam{..
. PART Ill. REPORT SUBMISSION
Cop1es of reporting pac kages for audits conducted in acicord r.ce with 2 CI,R Park 200,and required b 1".ART 1 of this agreement shall
be submltted, when required by 2 CFI.Part 200i.512,by or on behalfofthe Provider di reed y to each of the fo I low i g:
Tire AIIPance at each of the folIoxAin6g address es:
llla ce for.Aging,Inc..
Attn: Fiscal Department
760 Nam'107th Avenue
Suite 214
M.am i, FL 33172
For fiscal.year 201.3 laird earlier to the Federal Audit Clearinghouse designated ire 2 CFR§200.36 at the following address:
Page of 72
------------------------------------------
.-22.29
Federal.Audit 0earinghouse
Bureau of the Census 1201
East 1 "'Street
,Jeffersonville, IN 471.3
For fiscal year 2014 an-d later,pursuant to 2 CFR 200.512, the reporting package and the data collection form must he
submitted l aronically to the Federal Audit Cl earin gh.ouse.
Fur:Srr ant to 2 t FR 00.51 ;all other Federal agencies,pass mthrMlgh entities and others interested in a reporting package
and data Collection fort.must obtain it by accessing the Federal Audit Clearinghouse,
The Provider shall. submit a copy of any €ian.a etnrant letter issued by the auditor, to the Florida Department kit:Elder
Affair ,via.the All ianc ,at the follo—wing.address:
Alliance for Aging lnc,
Attn-. Fiscal Department
760 NW 10'Ph Avenue,
ufte 21.4
Miami,F L 33172
Additionally,Cop i.CS of financial reporting packages required by this contract's Financial Coinpliance Audit,Atiachment,
Dart 11.shall he sub m.1t(ed by or on behalf of the provider dkgc.. �to each of the fol to win g-
TheFlorida,Department of Elder A�'ai.rs,via the Alliance,at the following address.
Alliance for Aging,Inc.
Attu: Fiscal Department
760 NW 1.07111 Avenue
Sulte 214
Miami,.F 17
The Auditor Gencra.1' Office-at the following address,
State of Florida Auditor General.
Claude Pepper-Building,Room
57 .111 east Madison Strect
Tallahassee,Florida 3239.9-1450
Any reports,management letter,or other inforniation required to he submitted to the Dep art nient pursuant to this contract
shall be sort rni tted timely in accordance with 2 CFR part 200,Florida Statutes,and Chapters 10.550(local g earn nlen ta.l
entities)or 10.650 flonprofit and for-profit organizations),Rules of the Auditor 6eneral,as applicable,
Providers,when submitting financial reporting packages to the Departinent for audits done in accordance with 2 CFR.Part
200 or Chapters 1 .5 0(local governmental entities)or 10.650(nonprofit and for-profit organizations),Pules ofthe Auditor
Genera],should indicate the date that the reporting package was delivered to the Provider in cormspondence accompanying
the reporting package.
PART IV-. RECORD RETENTION
The provider shall retain sufftcienL records demonstrating its co nip Ii an.ce with the terms of this contract for a period of six
(6)years from the date the audit report iS iSSrrM, and shall allow the Department or its des-lo ce, the CFO or Auditor
General access to such records upon request, The'Provider rovider shall ensure th-at audit working.papers are made available to
the lliancrc and/or the D paitment or its designee, CFO,or.Auditor General upon request for a period ofsix (6) ;years
fi-om the plate the audit report is,issued, unless extended in writin by the Department,
Page 37 of 72
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2229
.ATTACHMENT 11
FINANCIAL, AND COMPLIANCE i A t)MI ' � TM ENT
X N HIB1T•
PART 1: AUDIT RELATIONSMP DETERMINATION
Providers who receive state or federal resources may or may not be subject to the audit requirements oft FR d`art 0,500,and/or s.
215.97 F. .._Providers who are determined to be recipients or.subrecipients of federal awards andJor state financial assistance may be
subject to the audit requirements if the audit threshold requirements set forth in Part I and/or Part 11 of Exhibit I is met. Providers who
have been.deter�,ned to be vendoirs are not subject to the and it requirements of 2 CFR Part§200.3 8,and/or s..21 -973 F.S,Regardless
of whether the audit requirements are rear.providers who have been determined to be recipients or subrecipients of Federal awards
and!or state financial assistance must c mp.1 y with appli cable pfr gra atic and fiscal compliance requirerrient .
In accordance with 2 CFR.Part§200 and/ r Rule 91 5.00 ,F.A, .,Contractor has been detein-nined to be:
Vendor not subject to2 CFRPart§2003 8 and/ors.215.9 7,F. .
� � Reel pient/slubrecipient subject to 2 CFR Part §200..86 and 200.9 and/or s:.215.
.�. Exempt organization not subject to 2 CFk Part§200 anal/oar s,. 215.971 F.S. For Federal awards, for-prof t
organl7ations are exempt¢for state financial assistance p gists;public universities,.community collegs,district school
boards, branches of state(Florida) go e ment, and charter schools are exempt. Exempt organizations must comply
with all compliance requirements set forth within the contract or award document.
NOTE If a Provider is determined to be a recip i en t1su brecipien t of fed cral and.or state financial�ssisvince and has been approved b
the Alliance to sub ntr etR they must comply with s,215.97(7).,F. E,and Rule 91-.500 ,.F.A.C.[state financial assistance]and 2 CFR
Part 00:330[federal awards].
PART H.:FISC:M,COMPLIANCE REQUIREMENTS
FEDERAL AWARDS OR STATEMATCHING FUNDS ON F EDERAI,AWARDS.Providers who receive Federal awards,state
maimnance ofeffurt funds,or state inatching finds on Federal awards and who arc deternimi ed to be a subrecipient rnu.st comply witli
the following fiscal laves,rules and regulations:
STATES, LOCAL GOVE-RNMEN'J'S AND INDIAN TRIBES IUST F01A."OW 1
2 CFR Part 20 .416-•Cost Principles*
2 CFR Dart:§200.2 l-Administrative Requirements**
CFR Part§200.50 -Audit Requirements
Reference Gulde for State Expenditures
Other fiscal requirements set for-th in program laws,rt,il ,s and regulations
f CFR.Park:§200.400-.411-east Prin.e les*
2 CF R Part §200_1 0-Admini str ative Requirements
2 CFI.Part §200.500-Audit Requirements Reference Guide for StateExpenditures
tber fiscal requirements set forth in program laws,rules and,regulations
EDUCATIONAL INSTITUTIONS(EVEN IF A PART OF A STATEOR 1,0CAL GOVERNMENT)M `T
FOLLOW:
2 CFR part 00:418-Cost. Prindp ies,*
Page 38 of 72
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2 CFR Part 200.1.00-M tifti-wafive Requirements
2 CFR Part 00,5 0-Audit RegL irements Reference guide for StateFxpe rda res
ther fi scat requirement s set fodh i.n.pro gram:l aws 4 rules and reguI at.ion
s.
*Boas Federal Programs may be exempted from compliance with the Cost Principles Circulars as note, in thc�2 C R Part
§200.400(5)(c).
**For funding pass-ed through U.S, Health and Human Serivices, 45 UR 9 ;; for funding passed through U.S. epartment
of Education,,34 C1-R 80.
T FINANCIAL CIALASSISTANCE. Providers who receive stag financial assistance and who are determined t be a
reci iemUs.brecipient.rmist comply with the f tlowin fiscal laws,rule&aid:�reguCation :
Section 215.971 Fla,Stat.
Chapter 1-5,Fla.Admin, Code
tat.eProjects Co mpti nce Supplement Reference Guide
for State Expenditures
Other fiscal requirements set forth in program aws,,,rules and re lations:
The Remainder of This Page Left Intentionally Blank.
Page 39.of 7 :
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AA-2229
ATTA.CIi IENT 11
FINANCIAL, AND PLIA E AUDIT ATT C"ME T
V,'XHIBIT 2-FUNDING SUMMARY
Ult-T ill 2 CFR§200.331„as rev iced,anal s.215:97,F.S.,reeluir tli�at infci mation.about Federal Programs and State Projects inc lei d ed in T C 1I M 1 N'I'
11,Exhibit. 1 be provided to the recipient.Information contained.is a prediction of funding sources and related amounis based on the Contract budget.
1. FEDERAL RESOURCES AWARDED DED TO THE SU RECIPIENT PURSUANT TO THIS CONTRACT.CONSIST OF THE
FOLLOWING:
PROGRAM TITLE FLTN,, DYNG SOURCE CFDA. AMOUNT
Older:Anc-icaIHIB-�uns Act
: .I1�Itl arid Human Services . 4 l l h 400.72 itle
elder Americans.Act
Title IlI 1 ng ate Meal .Health and I,I r�utna Services 93.045 16 ,6 8.03
Older Anwrican Act ----
3 Title ll -�Rome Delivered Meals U.S.Health and Human Services 93.045 245,690.67
Older Americas Act
Title L I .S.Health and Human S��rices 93.043
- -- -
Older Americans Act -
Title 1UE-Caregiver Support Services
Tftle MG-Caregiver SupportServices ] .I l�ltl�and 1lun�n Services '� .052 1. 3,543 E�
Ti l 1II ES-Caregiver Support Scivices
Older Americnrrs Act
.S,Heal-Ili and Human Ser1riccs 93,053 39,90&:73
Nutrition Services:Incentive ive I ro ralm
COMPLIANCE REQUIREMENTS APPLICABLE TO THE FEDE. AL RESOUR FS AWARDED PURSUANT S CONTRACT
ARE AS FOLLOWS-
FEDERAL FUND :
----------------
2 CFR Part 200-Uniform Administr'atxve Rqui.re.menta, Cost Principles,and Audit Requirements for Federal Awards.OMB CircularA-l.33-.
Audits of States,Local GoveTninents,and e n Proft Organization.$
. STATE RESOURCES AWARDED TO THE RECIPIENT PURSUANT TO THIS CONTRACT CON IST OF THE FOLLOWING:
MATCHING RESOUCES FOR FEDERAL PROGRAMS
'--T'l�ROGI kMi`1`ITL� FUNDING SOUR E �F�� AMOUNT
bi
LAL T A'ITf A�ARD
STATE FINAINCIALASSITANCE SUBJECT TO sec,21507,F.S.
PROGRAM TITLE FUNDING BOUNCE C.FDA AMOUNT
NT
TAT AL AWARD
COMPLIANCE R.EQUIRFMENTS APPLICABLE TO STATE RESO..t .CVS AWARDED PURSUANT TO THIS CONI TRACT ARE AS
FOLLOWS:
STATE FINANC1.AL AS�I)TANCE
Section 215,97,F.S,, Chapter 691-5f F.Q.C., Refer once Guide for State F,.xp end itures,Other fiscal requirements set forth in program laws,rules and regulations
"age 40 of 72
- 229
ATTACIINIENT 1H.
CERTI.FICAT1ONS AND ASSURANCES
11e Alliance will not award this contract unless the.Provider completes these CERTI IFICATIONS AND
ASSURANCES in perforinan ce of this contTa+ct, The Provider provides the f6110WiDg certifications and assuran.c s.
A. Debarment-rment and Sys rt ' .t .n �' 'Part 5 are C �I r
B. Certification Regarding Lobbyt'agCF .Part 93 and5 C.FR. art
C. Nondiscrimination &E yal 0 ort n AssuranceJ29 CFRPart r and .Park
D. CertfficaUon-_,R.marA!qg Public K f. t i s. 287.133 F.S.
E. Association of Community OM-anizations for Reform Now (ACORNLFunft e tr ct ions
F. Certification Recrarding crutinized Companies Lists .1 F.S.
G. rt tioa_BeLirardin, irMita I tc-irrity Compliance for Contracts, Grants, Loans and
!L,'2.operative Agreements
. Vicri'fication of a tetra girt ication
L Records and Docu.mentation
J. Certification R 4r Wing Ins ecfl n of Public Recor s
A. CERTIFICATION REGARDING DEBARMENT,, SUSPENSION,.AND UMER
; l SI ,II MATTERS �PRIMARY COVERED TRANSACTION.
The u nder i n. d Provider certifies to the best of its knowledge and be]ief, that it aid its principals:
. Are not presently debarred, suspended,proposed for debarment, declared ineligible,or voluntarily excluded from.
covered transactions by a federal department a.ri:ment or agen.c }
2. Have not within a three-year period preceding this contract been convicted orhad a c iv i 1=j iad men t rendered against
them for commission of fraud or a criminal offense in connection with, obtaining, attempting to obtain, or
performing a public (federal, State, or local) transaction or contract under a public transaction; violation of
Federal. or State anfitFLISt statutes or commission. of cmb ez l ment, theft:, forgery, bribery, falsification or
deswuctio :of'records, making false statements,or receiving stolen property;
3. Are not presently indicted or otherwise Cri ina-lly or civilly charged b a Bove meat entity Federal, State or
local)with co n-i tni ss icon.of any of Lhe offenses err Lrm etated it paragraph A.2, of this certification;ion; and/or
.: 1jave not M.thln a three-year period preceding this application/proposal had one or more public transactions
Wederal, State,or local)terminated for cause of default,
The undersigned.shall require that language of this certification be included in the do cu rnents for all sub contra.ctg at
all tiers (inc hiding ubcontrract , vendors, sub-grants, and contracts under grants, loans and cooperative a reenient
Page 41,of 72
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9
and that.all sub recipients and contractors slx all provide this certification accordingly,
B. CERTIFICATION REGARDING LOBBYING -CERTIFICATION FOR.CONTRACTS,
GRANTS,LOANS,AND COOPERATIVE AGREEMENT S.
The undersigned Provider certifies, to the best of its knowledoe and belief, that:
o Federal appropriated funds have been. paid or will be paid,by or on behalf of the undersign-od, to any person for
influencing or attempting to influence an officer or emp loyec of Congress,or an et .ployee of a Member o f Con gre ss
in connection with the awarding of any Federal contract,the making of any Federal grant, the making .f any Federal
loan, the entering into of any cooperative agr men t , and the ex ten sign, con tinu.a tionl renew al, amendment or
ni dification.of any Federal contract, grant, loan or cooperative agreement.
If any finds otherthan Federal appropriated funds have been paid or will be.laid to and, person for I influencing or
attempting to inflUence an officer- or employee of any agency, a Member of Congress, an officer or employee of'
Congress, or employee of a M'ember of Congress in connection with a Federal contract, grant, loan, or cooperating
agreement, the undersigned shall also complete and submit Standard Form - t-ILL, "I)isclosure Form to Report
Lobbying," in accordance with its instructions .
The undersigned shall require that language of thi's certification be included in, the documents for all Subcontracts at
afl tiers(including subcontracts, sub-grants and contracts under graws, loans, and cooperative agreements) and that
all SL -recipients and contractors shall certify and disclose accordimly.
This certification is a ma to ial repir sentati n of fact upon which reli ax ce was placed when this Conti-act was made
or entered into. Submission of this certification is a prerequisite for making or entering into this Contract unposed
by 31 U.S.S.C. 1351 Any person who fails to file the required certification shall be subject to a civil pi natty of not
less than S 10,000 and not more than 100,000 fur each such failure.
C. NON-DISCRIMINATION & EQUAL OPPORTUNTrY ASSURANCE(29 CFI.PART37 AND5 CF.R
PART ).-As a condition of the ontTact, Provider assures that it will comply'fully with.the
nondiscrimination and equal opport-unity provisions of the following laws
1, Section 1.88 of the Workforce Investment Act of 19 (WIC..), Pub. L. l 05.22 , �hlch prohibits discrimination
against all individuals in the Ignited States on the basis of race, color, religion,sex national on&,age,disability,
political affillation:-, or belief,, and against beneficiaries on the basis of either citizenship/status as a lawfully
admitted mi ran,t:ati th oriz ed to work in.the Ignited States or participation in any WI A.`fitl el.-fin ancially assisted
pr•oorrain or activity.
2. Tit:le VI of the Civil Rights Actof 1964(pub.L. W3 5 ,as amended,and all requirements, imposed by or pursuant
t the ReguIation of the D apartment of 1-4ealth and Human Services FR.par t 80 ,to the end than in accordance
with.Title VI of th.a:t Act and the egUlation,no person in, the United States shall;on the ground of race, color,or
national origin , be excluded from participation in, be denied the benefits of, or be otherwise subjected to
discrimination tinder an.y pro rani or activity for which the Applicant receives Federal -financial assistance from
the Departirnen t.
3. Section 504 of the R habilitation .Act of 197.3 (Pub. L. 3- l 2) as a1 ie-nded, and all.requirements unposed.by or
pursuant to than Regulation of the Department of Health and 11um n Services(45 CFR Part 4),to the end that, in
accordance with Section 504 of that Act,and the Regulation,,no otherwise qualified handicapped individual in the
United States sh all,solely by reason of his handicap, be excluded from parti6pat on ixrt be denied the benefits of,
Page 42 of 72-
. ........... ............................................ ................
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AA-2229
or be subje,ct d to d i s rimination under an. •proarra �or ac t iv ny for which the App1.icant r e c eiv es F ed era 1.financial.
assista.tice from the Department.
4.The.Age Discrimination Act of 1975 (Pub. L. 4-1.35), as amended,and all requirements imposed.by or pursuant
to the Regulation.of the Department of Health and Hunan er-%ices( 5 CFI.part 91)•,to the end that, in accordance
with the Act and the Re ulatiorL, no person in the United States shall, on the basis of age, be denied the benefits
of, be excluded from participation in,, or be subjected to discrimination tinder any program or activity for which
the Applicant receives Federal financial assistance from the Department.
5:Title IX of the Education. m-endments of 1 72• Pub. L. -.13 18), as ain-ended, and all requirements imposed by
or pursuant to the Regulation of die Department of Health and Human Services(45 CF part , to the end that,
in accordance with Title IX and the Regulation, no person in the United States shall, on the basis of sex., be
excluded firorn participation. in, be denied the benefits of, or be othenvise subjected to discri Mina tion.under any
education program or actin+ity F6r which the Applicant re oc iv es Federal financial ass istartee rom the Department,
6.The American wILh Ilisahilines A. of 1990 (Pub. L, 1 1-336),which pt-o ibits diser•itnina:tion 1n all cnipl y-m nt
practices,, in+ lud'ng job application pr�+� d.ures, h r`in f"iri� , �d���r�C����nt� ��n�p���s:ation, Iraini•ng, and other
terms, conditions, and privileges of emp loyment. l t appl ies to recru ittn en t,advertising,tenure, layoff, leave,fringe
benefits, and all other employment-related activities,
Providers also assures that it will. comply with 29 CAR Dart 37 and all other regulations Iniplernenting the laws
listed above. This assurance applies to Provider's ider's operation of the WI A. Title Z - fI n anti ally assisted program or
activity, and to all contracts. Fro vider mak e s to carry out the W 1A Title I- fin an c 1 a]l assisted•program or ac fivIt .
p'rovIder understands that D0 EA.and the Tin ited States have the right to soak.jud.ieia1 enf rcement ofth.e assuran,cc,
The undersigned shall require that language of this assurance be included in the documents for all subcontracts at
all tiers(including subcontracts,vendors,sub-grants and•contracts under grants, loans and cooperative a greem nts)
and tbat all.sub recipients and contractors shall provide this assurance accordingly.
D. CERTIFICA.riON REGARDINCX'PUBLIC ENTITY I ES,S. 87.I �: F.S.
Provider hereby certifies that ne ther it,:nor any person or affiliate of PiDvider, leas been convicted of a public Entity
Crimas defined.ins. 28T133Y li`. ., r.placed on the cony ic tied vendor list.
Provider understands and agrees that it is required.to inform DOE DOEA imm-ediately upon any change of circumstances
regarding this status.
E. ASSOCIATIONOF CO IU IT "ORGANIZATIONS FOR REFORM NOW(ACORN) J Il
RESTRICTIONS ASUR E(PUB.L, 1.11417)..
As a condition of the Contract. Provider assures that it will comply fully with the federal funding restrictions
pertaining to ACORN, and its sub�idianes per the Consolidated Appropriations act,2010; ivision E,Section ��1
(Pub. L 1 l 1-117). The Cant inuin Appropriations Act, 2011, Sections 101 and 103 Pub. L. 1.11-24. ), provides
that appropria<ttoms m ade under-Pub. L. 111-117 aro available under thee conditions provided by Pup L.• I I 1-117.
The undersigned shall require that language of this assurance be included in the documents for all subcontracts at all
tiers(including subcontTa.cts,vendors sub-grants and contracts under gra.nts� loans and coy p erative ag ree men ts and
that all :sub recipients and contractors shall provide this assuraince accordingly.
F. C TIF'I TI N , G . ING SCRUTINIZED COMPANIES MISTS,SECTION 287.135,F.S.
if this contract is In the amount of l million or more, in accordance with the requirements of s. 287.135, F.S.a
Provider hereby certifies that it is not partic ipatin i a boycott of Israel, is not listed on ci-th er the Scrutinized
Page 43 of 7 .
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7
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....................:..:....:...................... .::::.:.... .........................::.............................:
AA-2229
Comp aili es With:Activi.ties in Sudan List or the Scrutinized Companies with Activities in the Iran.petroleum l n rgy
Sector List, and that it does not have business operations in Cuba or Syrizi, Both lists are created pursuant to S.
Provider understands that pursuant to s, 287.135, F.S., the submission of a false certification may subject Provider
to civil penalties, attomey's fees., and/or costs,
If Provider is unable to cortify any ofth c sta tem-en is in this+certification, Provider shall attach. an explanation to this
contract,
G CERTIFICATION RE GARDING DATA INTEGRITY COMPLIANCE FOR CONTRACTS,
AGREEMENTS,.GRANTS.,LOANS A ! O .E .A W AGREEMENTS
_ .. E
-1. The Provider and any subcontractors of services under this contract have financial na a a gement systems
capable of providing certain information, including: (1) accurate, current, and eo rnple to disclosure of the
financial results of each grant-funded project or program in accordance with the prescribed reporting
requirements; 2 the source and application of funds for all contract supported activitt ,- and 3 die
comparison of outlays with budgeted am ants for each. award. The inability to process infornaadon in
accordance with these requiTements could result iJrJa retuni. of grant. funds that have not been. accounted for
properly.
2. Management Information Systems, used by the Provider, subcon-tractors, Vendors, or any outside entity on
which the Provider is dependent for data that is to be reported, tralismitte 1, or calculated, have been assessed
and verified to be cap ah le of pro cessin g data.ac r ratel ,inched ink y ear-d ate d cpend en d ata. For thus e s YSt rn s
identified to be non-compliant,Provider will take immediate a ti n to assure data integrity.
. If this contract includes the provision of hardware, soft a-re, firmware, microcode or imbedded chip
technology, the undersigned warrants that.these products; are capableof processing year-date dependent data.
accurately. All. versions of these products offered by the Provider (represented by the undersigned) and
purchased by the state will he verified.for accuracy m d integrity of data prior to transfer.
r In the event of any decreasc in functionality related to time and date related codes and internal subroutines
that impede the hardware or software programs, from operating properly,the Provider agrees to immediately
make required corrections to restorc hardware and. software programs to the same lQv l of functionality as
warranted herein, at no char e to the state, and without intern ption to the ongoing business of the state, time
being of the essence.
. 'Me provider and any subcontractors and/or vendors of services tender this contract warrant their policies and
procedures include a d.isa.ster plan to provide for s ery le cf delivery to continue in case of an emergency including
emergencies arising from.data integrity cor pliance issues.
H.VERIFICATION OF EINIPLOYM.E4 Nrr S"fATUS, CERTIFICATION
s a condition of contracting with the Department, Provider certifies the use of the US, Department of Homeland
Security's E-verifysystem to verify the employment eligibility, of all new employees hired by the Provider during
the contract term to perform employment duties purs.t.tant to this contract and that any subcontracts include an
express requirement that subcontractors and./or vendors perfor.rning work or providing set v ices pursuant to this
cmitra.ct utilize the 1,.-v rift' system to verify the employment eligibili.ty of all new employees hired by the
subcontractor and/or vendor during the entire contract term.
Page 44 of 72
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AA-222.9
The Provider shall require that the lan.gua e or this certification be included in all sub-agreements,sub-grants, acid
other agreements/contracts and that all subcontractors and/OF vendors shall certify compliance accordingly.
Fhis certification is a material r precientation of fact upon. which r-el ian e was placed whoa this transaction was
made or entered into. SUbmission of this certification is a prerequisite for makhig or entering into this transaction
imposed by Cireula.rs A-102 and.2 CF R Part 200, and 2-1.5 (fo rm er ly 0MB Circular A-1 10).
i RECORDS AND DOCUMENTATION
The: Provider agrees to make available to the lli ice and Department staff and/or any party designated by the
Alliance or Department any and all contract related records and documentation. The Provider shall ensure the
collection and maintenance or all program related information and, documentation on any such system designated
b theAlliance r the Department. Maintenance includes valid exports a.n.d backups of all, data and systems
1.1ccol,ding to Department standards.
J.CERTIFICATION REGARD G INSPECTION OF PUBLIC E ` S
#. 1n add it.i n to the r equirements of s,ect,lion 1.).0 f this contract,and 1 19&070l(3)and 4 F.S., and an y other applicable
law, if a civil action is commenced as contemplated by s. 11 9M7 1(4), F,S-, and.the Departmept is named in the
civil action, Provider agrees to inde=4 and hold han-nIess the Department for any eost's i.ncun•ed by the
Department,t, and. wiy attorneys fees assessed or awarded against the Department from a Public Records Reclucst
made pursuant to Chapter 119,F.S., concerning tliis cont`act or ser�fiees performed thereunder.
a., Notwithstanding s .119.0701, F., ., or odier Florida law, this section. is not applicable to contracts
executed between the Department and state agencies or subdivisions def"ured in s. 76&28( , F S:
2. Section 11 .01(3), .l°�S., states if public funds are expended by an agency in. payment of dues or membership
contributions f r any person, corporation., foundation, trust; association, group., or other organization., all: the
inan ci.a 1,bus i.ne ss, and memb ersh.ip records of such an entity which pertain to the PiUb tic ag env y(the D ep artmen t
are pubIie records. Seet1on 1 19.07�F,S5 states that every person who has custody of such a public record Shall permit
the record to be inspected and copied by any person desiring to dry so., under reasonable circumstances.
Additionally, l certify this organization dries does not leprovide for institu i nal memberships.
Provider's signature below attests that records perlaining to the dues or me-inber hip application.by the Alliance and
the Department are available for inspection as stated above.
By execution. of this contract,, Provider must include these provisions in all related subcontract agreements (if
applicable).
y execution -of this contract., Provider gust include these pr vislons (. J) in all -related sub-contract agreement it'
applicable).
By SigJ)ir1 g below$ Provider certifies the repr es en tal io ns outlined in parts A throLi h J above, are true:and correct.
Page 45 of 72
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.MMMMz=
AA-22-29.
en
11, o n Street nd F
—190
azure and Title of autherized RepmSenta..ve t Address
Monroe Count Board o County:Commissioners,
Social:ServkesJIu-HoMcSK,eji West FL 33:040
PravMer. Date city,state,ZAP code
COUNTYMONROE
PPROVEP A$TO FORM
-4te
ASSISTANIC0
James D.Mclen ar,Ems:
t
a
Page 46 of 72
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AA-2229
T T'ACI NIENT V1
ASSURANCES—NON-:CONSTRUCTION PROD S
.public reporting harden for this collection of in-for a.tion is estimated to aver-age 45 minutes per response, including time for
reviewing istruction.s,searching existing data ources,gathering and maintaining the data needed and completing and reviewing
e collection of information. Send co-mments regardmig.the burden estimate or any other aspect of this collection of information,
including suggestions for reducing fl s burden,to the Office ofManagement and Budget. Paperwork Reduction_Project(0348-
00 3), Washington.,DC 20503,
PLEASE DO NOT RETURN O COMPLETED FORM 1f °TIC OFFICE Off'MANAGEMENT AND BUDGET,
SEND IT TO THE ADDRESS PROVIDED B THE SPONSORING AGENCY.
Note: Certain of these assurances may not be applicable to your project or pro-gram, If you have questions, please contact the
awarding agency. Further, certain Federal awarding agencies n ay require applicants to certify to additional assurances. If such
is the case, you will be notified.
I A i `
las the legal authority to apply for Federal assistance, and the institutional, managerial and Financial c abilit�.� including
funds suffioient to pay the non-Federal share of project cost)to ensure proper planninga management,and completion of the
project described in this application.
2. Will give the awarding agency, 6e Comptroller General; of the United States, and if approp�r°iate, the State, through any
authorized representative, access to and the right to examine all records,kooks,papers,or documents related to the award;
and will establish a proper accounting system. in accordanec with generally accepted accounting standards or agency,
directives.
Will est is i safeguards to prohibit ern.p ogees ffom using their positions for a purpose that constitutes or presents the
appearance of=personal or organ i.za.tio gal con1 ict of in teres t,or personal gain.
. Will initiate and complete the work within the applicable time frame after receipt of approval of the awarding a,gerae ,
5. Will.comply with the Inter ovemmental Personnel Act of 197 42 U.S.C. 472 -47:63)relating to prescribed standards for
merit systems for programs funded under one of the 19 statutes or:regulations specified in Appendix A of OPIM's Standards
for a.merit System of personnel. dmin-i tration. .Ia R. 900,Subpart .
. Will comply with all Federal staitutes relating to nondiscrimination.These fich de but are not limited to. a)Title V1 of the.
Civil Ri ghts Act of 19 64 P.L.8 M'2)*5 )which prohibits di crimirtation on the basis of race,color or nanional origin;(b Title
X of the education Amendments of 1.972, as amended 20 , . . 16,81-1683, and 1 -1 6 , which prohibits
discrimination on the basis of sex, (c) Section 504 of the Rehabilitation Act of 1973, as amended ( 9 U�S,C. 794), which
prohibits discrimination on the basis of handicaps; d the Age Discrin-iination Act of.11975, as amended (42 U.S.C. 6.101
6107),which prohibits discrimination on the basis of age; (e)the Drag abuse Office and Treatment act of 197. (P.L. 92 M
, as amended,ed, relating to nondiscrimination on. the basis of drug abused f) the ornpreliensive Alcohol abuse and
Alcoholism Prevention,Treatment and Rehabilitation Act of'1. 70(P.L. 1-616), as amended,relating to nondiscrimination
on the basis of alcohol abuse or alcoholism (g)523 and 527 of the Public Health Service Act of 1912 2 U.S.C.290 dui-.3
and 290 ee 3), as amended,relating to confidentiality of alcohol and+rug abuse patient records; h Title V111 of the Civil
Rights Act of 1968 ( U.S. . 3601 et seq.), as amended., relating to nondiscrimination in the sale, rental.or financing of
housing;(i)any other nondiscrimination provisions m the specific i tut:e(s)tinder which application for Federal assistance
is being xuadei and 0'):the requirements of any other nondiscrimination statute(s)which may apply to the application.
7. Will comply,or has already complied, with the requirements of"titles 11 and III of the uniform Relocation Assistance and
Real Proper Acquisition Policies Act of 1970 P.I.: 1-646 which provide for fair and equitable treatment of persons
displaced or whose property is acquired as a result of Federal or federally assisted programs.These requirements apply to all
interests in real property ae uired for project purposes regardless of Federal participation in purcha es.
Willcomply,as applicable,with the provision of the Hatch Act US. .501-150 and 732 -73 8 ,which.limit the political
activities of empIoye s whose principal ernplo men.t activities are funded lin whole or in part with Federal funds.
9. 'Will comply, as applicable,witli the provisions of the Davis-Bacon Act 0 U.S-C. 276a to 7 a-7),the Copeland Act(40
U.S.C.276c and 18 U.S.C. _ 7 )and the Contract Work Hours and safety Standards,Act f 'C. .S.C.327-3 33),regarding
labor standards for federally assisted eonstniction sub agreements.
Page 47 of 72
F.,. . - - -
.- 2
1 , Will comply, if applicable,,with flood insurance purchaise requirements of Section 10 f the Flood Diiaster Protection:
vt o f 1.97 l L.93- h1ch requires r cc 1P ie nts in a special flood h aza area to p artii ate in the p ro ga in, mi.mi.d to purch ,se
flood in ur n cc i f:the total cost of insurable ow nstru do n and acquisition i 10,00 .00 or more.
11, Will comply with envirotunental standards which may be prescribed pum-uant to the following: ) M tits tion of
vino .mwt l quality:control measures under the National E ..virannient l Policy Act of 1 P.L, 1-l and Executive
Order E 11 1 - nod c atioa o f v io latln g fac i I i.6 es p urs uan.t to EO 117 3 8; ( pr)to c tion of Nv etIa purs uant to FD
1 1 90; 0)evaluafion of flood hazards�i floodplam' s in accordance with RO 1 � e assurance of r Vt coinsistency with
the approved State Management r r m.developed under the Coastal Zone Management Act of 1972(16 U.& ,'. 1 1. at
mpletentin Plans Air Act f it ` Federal tip �t l r itn
f 1955, as amended t prot ction of undergtound sources of drinking water under the Safe
r �i Water t ' 1 � � :9 ". �. -5 )�and ) rot #io : f Mgr species under the E re
Species Act.of 19.73,as amended, P.L. 3- .
12 Will comply with the Wild and Scenic Rivors Act of 196S (16 US.:G, 1721 of seq.) related to protecting components or
potential Components f t o national wild aind scenic rivers system.
11 Will ass i t the aw arding agency in assur mi um br a with Section 106 of the N ationaI 1 I is toric Preservali n Act-of 19661
as amended 1.6 U.S.C. -7 , ED 1159 (Identification and protcetion of hi t. rk properties), and the Archacological and
Historic Preservation Act.of 1974 1 U.S.C'.46941-1 et seq).
14. Will comply with P.L. 93-348 regarding the protection of human subjects involved in research, development, and related
activities supported,by this awl of assistatice.
1: . Wi 11 co mply with,the Laboratory Animal We 1 fare Act o f 1 P�LI,89-544,as amended,7'U�S {2 13 1 et qoqa pertai nin
to the care, handling, and treatment of -blooded ani l:�hold for research, teaching, oir other activities supported b
this award of assistance.
16, Will comply with the Lead-Based.Paint Poison' g Prevention Apt Q .&C.480.1 et seq),which prohlbits the use c ul-
ba ed paint in constimction or r tiabilitatio n,of r i den c tructu r .
17, Will cause to be perfonnedthe required fi micial and Compliance audifis in accord n.cc wilth the glnglc Audit Act
mendment of 1,996 and OMB Circular Nos -13 ;Audits f States,Local Govemments,and Non-Profit Organization.R.
18. W1.11 com ly with all applicable requirements of a-H other FcdcrAl laws, em,outivc orders, regWatlorts and Policies g v:emul
this Pr gTaM.
R I=Sd'Nd[9 URE T..fF'AUT Rl RIZ E C^Wr VY I U 01'A IC I AL
I
MONROE COUNTY BOARD OF COLJNTY COMMIS�SION:1.4,R IS
r. 1
SOCIAL SERVICESAN-HOME SERVICES 121 0/. l
MONROE COUNTY ATTORNEY
PPRO VED AS TO FORM
ASSISTANT c-=- NTY A,,r,19=- -tI
�Yf
r _
gd �7s7E 19 �}u�_1 dFb�Y
Page 48 of 7
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AA-29
ATTACHMENT VIII
CONTRACT BUDGET SUMMARY BY SERVICEAND TITLE
CIRTS SUMMARY FOR THE AGENCY
� axi u
Servicesto be Provided Unit
teat Ullits of Maximum Dollar
Chore IIIB
Cumpa ions dip 111B S 11.00 48 S 524.96
......................................
Escort IIIB $ 16.67 31 524.96
33.20 1,489 $ 49,421�91
.........Personal Care ITTB $ 33.20 1, 89 S 49r4 1: 1
cree� a ..Assessment III 26.46 61 1:, 14.7
....._...........` -
-------------------
Curs, eg te Meals C 1 .00 17t9l.7 S 16 �49-631
6
............................
CADn'. ate Mead MLTC C 1 9,00
COU
ate M A Guest C 1 9.00
...........................E
Con re gate Meals Vokmteer I
me-r enc ongrc atc Me,ais C1 9,00 09 1,877.6
. .. .. ..........
Cougmgate MeaLs Screening CA -- --- 2Q00 135 S 2,693.1.6
Nutrition Counseling `1 � 70.56 30 S 2,1-39.86
...................
Nutrition Education C 1 L02 694 707.73
.............----------
I...Torne Delivered Meats-Frozen.C2 $ 5M 34,047 S 170,252.74
I-ome Delivered Mca - -Hot C2 6.53 10,185 S 667509..68
Screening and Assessment C2 26.46 213 S 5,645.07
Nutrition.CourLseling C2 S 70.56. 3 204.30
lutrhlon Education.C2 1,02 382 � .2
Respite its lmrHome.I1E 2 l. 3 906 $ _ 1918763011
Re§p i1 1 c ilit I I1I 10.5 ;64-------------------....
�
ar -Tr a' � 111E S 81.75 87 S 7,105-2
Caregiver Trainim Ind IITE S 75.00 244 S 181 270.51
flau,sing,Improvement IIIHS Cost Re imb 9 601-3
;;§12Ecialier,d Medical E uipi-.cnt.111ES Cost R h-n
TOTAL 726,265.90
Page 49 of 72
...
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AA-2 2 2.
ATTACHMENT V111
LDER.AM.E ICANS ACT CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
Submit to Alliance
Report Number Based On n This Date
January Advance:* January
2 February Advance* January
3 January Expenditure Report February
4 Fe raa.ry Expenditure Rcport March 6
March Expenditure Report April 6
6 April Expenditure Report May
7 Mai.Expenditure Report gone
8 June Expenditure Report july
9 July Expenditure Report August
10 August Expenditure Report- September 6
11 September Expenditure Report October 6
12 October Expenditure Report November 6
13 November Expenditure Report Dmember
14. December Expenditure Report January
15 Final Expenditure and Request for Payment February 1
16 Close Out Report February 28
Legend: Advance based on projected cash need,
Note# 1. Report#1 for dvf,_uice Basis Agreements Cann t e submitted to the Department of
Financial Services(D S)prier to January I or until the,agreement with the Alliance.has
been executed and a copy sent to DO'S. Actual,submission of the vouchers to.DFS i
dependent on the accuracy of the expenditure report.
Note#2 e Report numbers 5 through 14 shatt reflect an adjustment of one-tenth-of the total.advance
anio nt,on each of the reports,repaying advances issued the first two months of the
agreement. The adjustment shalt be recorded in Part C, 1 of the report(ATTACHMENT
IX).
Nate:# : Submission of expenditure reports s ky or may not generate a payment request, if final
expenditure report reflects finds due hack to the. .tliance payinet is to accompany,the
report.
Pale 50 of
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AA-29
ATTACHMENT IX
FORM 106
OLDERAMERICANS ACTI NSIP
TYPE OF RFPOP'T-
PROVMER UAW-,ADDRESS,P HDWE.&FED ID NUMBER
pmia er
REPORT*:
hammy cv�rtriy tc-s LFF'-5 be Ft 0i my kn 40.tf v�ihat tl s regt:05t c:aPAf Tns.With t:-v tv -s�LrA ih'E'Pu-p'gs.es mv_t 100h i-n tNi?abov'&
UDGEY SUMMARY dic lka�k� ����!
Pr@�v�aw;Month;'vT D eat 0DO
Currey,kioroh Arroz nt PlEed 0.0 0-00 500. fD 00 G.Do a.D� 0.00
#._?........................._ A_'. ....... .....................
Page 5.1 of 72
.........:..................:....:.:...................................
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AA-2 2 2.9
EXHIBIT 1.
RKEPT'S A$UN1tT COST REPORT
PRO-M—R tLAME.ADDREM,PK-9ME a-20.FEW*
QAA i r-C t
cgs,E:I?•C2'
REPORT*: D
PSA011
T�33 d 1 s best myrk�d�Q'A b&-o 4,01��ft�5 rr to am r d am' e)n am vff� Twi�€�
cc -Fes,1 otWy ice: ai moM4 and YID s �~. k d dm`€-Wut ink ay.
F'r45P3re:j by. Dam'_...___....... _ ADC Approved tad Dam-
INCOMEMECEPTS A. t v�d Budget B.. �xctja3 T'ou Sa:m� . T u f lii a . r v
for reMA ye-4f 8v Da*e 8�jdg4s [prior Mo.a.avwvipts TrU
(A) tDI (C� ��� C�7 iY j� ��� °s�k� �q):
s ps Contract ei1lj-W UNA Rate Amouni Erjirne. lir-T•0 Y;_-T.o Cwrenr M ,.h Y-T-D
Art-,ount un;:f:- s fry PWA�d 014W42�. D(able Vrx up 0,vits Urdup Cwv-15
y.. .................................................. -
MAT E Cost RwMt,
.............
Holm Gait:Rai . 9 - S
scs � r -
-
Total 5
Page 52 of 72
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.-2 2 2 9
ATTACHNIMENT
EXHIBIT
RECEIPTS AND EXP FTURE REPORT
con'm pew:
0 MtP Rim Ponce
f REPORT
ERMFiCAMN: loodfv to t�*btsi d my k y-d-wd.ge and. o f thm thl repco,is C-crr€ t4tz and all a:yrs here-in we for purpows see".11
Prepared by, Da i-:_ A r ed by:. Mile, �--
EXPENIMURE COMPUTATION C U RR ENT MOW.H: YEAR TO DATE
PREVIOUS Y D UM.5
CONGREGATE �40kE 0—ek-WeR ED CONGREOAT HME DELIVERED CONGR=-GA E HOME 0=-L-WEIRE-
QAA F Md hie-s5 UNIJ5 a a G D a L
LSP=ucs d Mcml%UNFTIS 0 tl
Nop Punded mewl UmTs 0
.. ......................................
- - ------------------------..... -
Ia.'sne t Times -72 c*nts per Meal S.M. - so-op.
WD TDUI Meal% 'J TO Tci-%
................................................................
MT To °Exptnd ium- 30'Do Y-TD Total ESP-ondhures w.
CONTRACT 94JKAFtY
Appirtnfed Contract A,-"n .)t
Actual Exper4hfifes tv Ns Rapes ,t7
Too Ex liiwes Yew to Date IV10
f'-Qctax7c Balm -
Page 53 of 72
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i777
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AA-2229
ATTACHMENT X
EXIIIBYr
PSAIPROVIDER MONTHLY MEALS REPORT
PSA U m bar
Month of Report
Number served this n nth
Total r meals:, regardless funding source, rved
all Persons 60 years age or older and their spouses, regardless age
volunteers, regardless of age, who provider services during meal hours on a Regular basis
handicapped or disaVed individuals residing, in housing facilities occupted primarily by
elderly at which congregate real services were prodder during the month..
Provider r Name Can-reqate Meals h r -Delivery l Total
------------........ .TOTAL: OR 0
I certify-that the above information is accurate and compiete to the best of my knowledge.
Signature: Title:
PSA AI 1 OAA NSIP Forms.,:Revised October 2019
Page 54 of 72
... . ... ............. ...... .. .. ......
.. ...... .................
.......... ..
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- 9
ATTACHMENTH
TTFLORIDA IDS
- CIVIL RIGHTS
CHECKUST
Program/FacilityName-Monroe County;Board of Count
Commissioners,Social Serviceslin-Home Setviess. county:
Address - 0 Completed By Wta)NC
city,S1 ,!zL. e l p o
L/
PART L
READ -THE ATTACHED INSTRUCTIONS- ILLUSTRATIVE INFORMATION
WILL HELP YOU IN THE COMPLETION ,
1. Briefly deacdbe.the goographic area served by the program/fadIlly and the type service prov lde a
21)
2. POPULATION OF AREA SERVED. Sourceofdatw
%81
a n OX Other Female
3' STAFF CURRENTLY EMPLOYED;, E1fe five date.
its %Black. l r F inale
. CLIENTS CURRENTLY REGISTERED EffecUve date,
"I Fem
% %Mack % Female %Asabfed %()ver 40
V-44-1 wl 't
S. AMSCRY OR GOVERNING BOARD,IF APPLICABLE.
Total %Black %Hispanic %Other Male Dtsablod
4%9off
-PARTIL USE A SEPAPATSEXPLANATIONS: SWAGE.
NAYESNO
. I :an Assurance of Compliance on file t DOER? KNA or NO, explain.
LJ
7, Compare the staff composition. to! the population. Is staff representabve of the
population?If NA or N ,explain.. NA Y
, .r eligibility requirements, .for erviC applied t Clients and litca without regard to
YE �
.......
11
race,color,natioml origin,sex, age, religion or disability?it If or NO,explcin. ...
Page
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' ;
Are ail benefits, services and facilities a ailable to ap li ant acid p i ipan i n I1� effectivemanner
regardless of r c a Sex,Color,age,n V n l or ln,religion or disabillity? N ��YES .,.if NA or NO,explain.
0.For 1n-1 MtisnM servioes,are room assignmentsmade without regard torace,color, national origin or dlsaW
NA
_ YES NO— If NA or NO, to In
1. Is the programffacillity accessible to.non-English speaking 1 nt If NA or NO,explain.
�v-�.m-wn••.a• .�....d......e....��+�..�..�.. ,.,;;,.�,._.-_.._ T�-�..m�...�.am..:..W.-._.-._..__......�. .w,va+.viaw.rsi�..r..�:�:-...........��-. -�urr�s.�n,.xcsf:w,KSHN� x�+an�r.rrn.�!„1}}y
a.--..^"�•�xe�S�lAns1F{ffui'd34...�+..-.--,.-. �m�.3n: m"krala�o.�.a.....-._.._.-._._-__-..�__.����.
12, r Ir e f r i r° tee ag a€ns disc r natione6s
If yes,.how Verbal �rir i �r � I� ,
13. Give the number and current status of a ny distriminahon complainits regarding services o
employment fit= against the pro r m lid.
14. 1s the pr r° �r ility physically accessible to mobility, hearing, and si :e p lr i i i 10
NA._ ES if NA or NO,explain.
....111. THE FOLLOW. G QUIESTIONS APPLY TO PROGRAMS AND FACILMIES WITH 15 OR MORE
5.Has a If-evaluabon been oonduded toiden6fy any barriers to servinq disabled i di idu l ,and to
make any necessary modifications? If NO,explain.
16. Is there n s4 4 i v n p oe i a that i AJ!' rporates due process in:the resolution
of complaints?
...... _ _...._._ .. � ::__.W.W...._�.�•�:::.......mviivaiixrerav:Fr@�'�'asxa�Sl�mHaf9:�c WM��.�..-�`--._�,
Page 56 of 72
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AA-2229
. Has a person been designated to coordinatefin 504 compliancedvit�es?YES 14 - if i ,explain.
o recru nt and nofifrafion rust dv'W e appficaints, employees andparticipants f
nondiseftinafion on the bast of disability?If NO,expialna
1 . Are auxiliary aids a e t assure idi o services to hearing and sight a ired
Individuals?YES No—,.if NO,explain,
PART IV
FOR PROGRAMS ILITI WITH 50 OR MOREEMPLOYEES FEDERAL CONTRACTS ACTS F
1000 OR MORE,
0. Do you Dave written affirmalive action plan? YES INIO: . If NO.explain
Alliance' .L "
Reviewed By fn Com P1Ianoe YES 0 NO
r �� *Notice o Corrective Ain SentPfog ._
_
Date Telephone Response Dui
Ors-Site Desk Rev-fw Response Received �
Paige 57 of 72
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A 2229
INSTRUCTIONS FOR.THE CIVIL GHTS COMPLIANCE CHECKLIST
1Describe the guo raphic service area such as a district, county, city or other locality. if the
programi'facifity serves a.specific target population such as ado le c rrts d.e crt e target population.
lso.,deffile the type of service provided,
2, Enter the percent of the population served by race and sex.. Th.e population served includes persons in
the geographical. area for which services are provided such a.s a city, county or other regional area.
Population statistics can be obtained from, local chambers of commerce libraries, or any publication
from the 1980 Census containing Florida population- statistics. include the source of your population.
statistics. ("'Other"'races include:A i n/Pacific Islanders and American.Indian/Alaskan?datives.)
3. Eater the total number of full-time staff and their percent by rase., sex and disability, Include the
effective date of your summary.
4. Enter the total nu Aber of clients who are enrolled, registered or currently served by the program or
facility, and list their percent by race, sex,and di ability.Include the date that en.roffinent was counted.
5. Enter the total number of advisory board members and their percent by race,sex,and disab-il t .If there
is no advisor-y or governing board,leave this section blank.
Each recipient of federal financial assistance must have on file an assurance that the program will be
conducted in. compliance with all nondiscriminatory provisions as required in 45 CFR0. This is
usually a stwida.rd part of the contract language f r DOER recipients and t . it sub-grantees,45 CFI
90:4(£a).
7. is the race, sex, and national origin of the staff-reflective of the gencral population? For example, if
10%of the population is Hispanic, is there a comparable percentage of hispanic staff?
8. )A.ere there is a significant vafiation between.the race, sex or ethnic composition.of the clients and their
availability in the pops-lation, the program/facil-Ity has the, responsibility to dletenrmine the reasons for such.
variation and take whatever action may be accessary to cnrr of any discrimination.ination. Some le itima-te
disparities s may exist when programs are sanctioned to serve target populations such ai elderly or disabled
persons,45 CFR
90.3( ) .
9. Do eligibility requirements unlawfully exclude persons in protected. groups from the provisioll of
services or employment? Evidence of such may be indicated in staff and client representation
(questions 3 and and also through tin-site record.analysis of persons who applied but were denied.
services or emp lu men�45 CFR 80.3 a and 45 CFR 80 1 (b)(2),
10. Participants or clients most be provided services such as medical, nursing and dental care, laboratory
set-vices,physical and recreational therapies,counseling and social services without regard to race,serf
c l r national origin,religion, age or disability,Courtesy titles, appointment sehcdul.nor and accuracy
of record keeping must be applied uniformly and without regard to race, sex, color,national origin,
religion,age or disability.Entrances,waiting ro ams:,,reeep ion areas,res troorns and other facilities-must
also be equally available to all clients, 45 FR-
8 0.3 a).
11, For in-patient services,residents east be assigned ned to roots,wards,etc.,without reg and to racy:,color,
Page 58 of 7
- 229
national origin or disability, Also, residents must not be asked whether[ they are willing to share
accommodations with persons of a different race, color,national origin,or disability,45 CFR 80..E
1.2. The pro raan/facifity and all services must be accessible to participants and applicants,including those
persons who may not speak English.In geographic areas where a si niric nt POPUlation of non-En l sh
speaking people live; program accessibility may include the employment of bilingual staff. In other
areas,it is sufficient to have a.policy or plan for service,such as a current list of times and telephone
numbers of bilingual individuals who will assist in the provision of services,45 CFR 80.3 a):
13. Programs/facilities must make in-formation regards,ig 6e nondiscriminatory provisions of Title VI
available to their participants, beneficiaries or an.y other interested parties. This should Include
information on. their right to file a complaint of discrimination with either flee Florida Department of
Elder Affairs or the US, Department ofHH . 'the information may be supplied verbally or in writing
to every individual,or may be supplied through the use of an.equal opportunity policy poster displayed
its a pubfic area of the facility,45 CFR 80,6(d).
14, .deport number of discrimination complaints filed against the pro ram f ci ity.Indicate the:basis,e.g.,
race,color,creed, sex,age,national origin.,disability,retaliation;the issues involved,e.g... services or
employment, placement termination, etc. Indicate the civil rights later or policy alleged to have been.
violated,along with the name and address of'the local,state or federal agency with whom the complaint
has been filed.Indicate the current status,e.g.,settled,no reasonable cause found,-failure to conciliate,
failure to cooperate,under review,etc.
15. The pro ran facility must be physically accessible to disabled Individuals, Physical accessibility
includes les dcsi uatcd par in areas,. curb cuts or level approaches, ramps and adequate widths to
entrances.The lobby,public telephone,restToom facilities,water fountains,inlforniation and admissions
offices should be accessible. Door w1d,ths and traffic areas of administrative offices, cafeterias:,
restroor s,recreation areas, counters and serving lines should be observed for acre sibifity. Elevator,&
should be obse-rved for doer width,:and Braille or raised.numbers. Switches and controls for light,feat,
ventilation, fire alarms, and other essentials should.be installed, at an appropriate height for mobility
impaired individuats,
16, Section 504 of the Rehabilitation Act of 1973 requires that a recipient of federal f na icial assistance
conduct a self-evaluation to dntify any accessibility barriers. Self-evaluation is a four step process:
With the assistance of a disabled individual/organization,, evaluate current practices and policies
which.do not comply with Section 504.
i l odif�policies and practices that do:not meet Section 504 requirements.
I Take remedial stepis to eliminate any discrimination that has been identified.
Maintain self-evaluation on file. (This checklist may be ���+� t� satisfy this re in=ev ent if these
four steps have been followed.),45 CFR 84.6.
17'. Programs or facilities that employ 15 or more persons must adept grievance procedures that incorporate
appropriate due process standards and provide for the prompt and equitable resolution of complaints
al.legin.g any action prohibited.by Section 5 4A5 CFR 84.7(b).
18. Programs or facilities that employ 15 or more persons mist designate at least one person.to coordinate
efforts to comply with Section 504.45 CFR 84.7 a)..
19, Continuing steps must be-taken to notify employees,and the public of-the program/facility's policy of
nondiscrimination on the basis of disability. This includes recruitment mater al, notices for hearings,
Page 59 of 7
- .
newspaper ads,,and:other appropriate written comm=i atlon,45 CFR 84.8
20. Progra s/acllitles that employ 15 or more persons must provide appropriate auxiliary aids to persons
with hnpa red sensoiy,manual or speaking skills where necessary.Auxiliary aids may include,but are-
not limited to in lei reters for hearing i rnpaired individuals,taped or Braille ni ate na]s,.or any altemative
resources that can be Lined to.provide equally effective services, 45 CFR 84. (d),
. Pr grams1fa iliti.es with 50 or more employees and S50,000 in :federal. contracts must develop,
im lement and maintain a written affnTnative action campIiancc program in a-ccordan ce with ExecubVe
Order 11246,41 CFR 60 and:TItIc V1.of:the Civil Rights Act o 1964,a amend.
Page 60 of 7 :
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ATTACHMENTV.
RUM
ELD141RA ,
.000
BACKGROUNDSCREENING
Attestation of Compliance -Employer
TH .RY4 T .s Form is requIred annually .all.omployam to ipt .with the
attestation requirenmts set.forth in maction.436.05(3),,Elands ftatutw
.n ..4iAi:+3i.;Sdf::;�....`,rIXIX�SiYiva•.:-:-A�xtuWT. _.._.—.__...W...._—_�.a ..._--. �.
The term "employer means any porson or ant1ty raq tr d by taw, to canducl background
scradnin ,McJudl g but.n:Gt limited to,Area Agencies on AginglAging and Dl audit e ar
Centers, Lead Agencies, and Sorvice Providers that conAract directly or Indire0ly W1.4h the
Depariment of E der Main!( OE ),and arty other parsnn or ante which hires employees or
��}}vi�aTunt r In service who rneet the definilion o dire-0 �:tee Wider,Sea 4�35:0�{{��
"'�4a' ,ll4 }M a tat.
direct ser0ca providar i "a orgc 1 18 ye.-a.m. of age or older who,pur v rat to a program to
provide ervi-e 'to fihe elde q� has direct, face-to-face contad:with a cilew whito providing
sarvioas toi tho client and Kas acre to the client's living area,rands, persOnat property, r
personal idon ific ton infomiation as defined 1n s: 8 7:U& The tern includes courdinat ar ,
m a n ag e to,a 116 sup e trrsors of residential facilities art d volunteem." 4 0.►40 (1 b),F W,.Stet,
�R
As
the duly utrl representative o
EnipJoyw Nam
Sfmvf A Omm coy VP
do.har by affirm under penWtyof
perjury that the above named employer is In lcornphancu with the pravisions of Chapter
435 and sod' 3 .00 ,Florida Statutes,regarding level 2 background screeningI�"620 2,
,: ..
�19
nature of:Representative Date
_ -
,,��gg �},pp of
��n$ �?` �`$p�,.w Eg�g,xr (} --
RMED AS TO FORM
P.S.Form ovaITOWf0 at,LIU s �.
Page 6 1 of
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ASSIST
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A -222:9
ATTACHMENT F
Alliance for Aging,Inc.
l u l Bess. associate Agreement
This BusIness Associate Agreement is dated �,by the Alliancefor . r� .
an Monroe Count-),Board of County oinmissioners Social erv1ce/In-floor Bois ,("Business Associate"'),a not-
for-profit Florida corporafion.
1.0 Background..
1.1 Covered Entity has entered into one or more contracts or agreements with.Business Associate:that wolves the use of
Protected health:.Information(PHI)..
1.2 Covcred Nitity recogmi es the requirements of the Il alth Insurance Portability and Accountability Act of 1996
(HIPAA)and has indicated its intent to comply in the Count 's Polici s and Procedures.
L3 HIPAAregulations establish specific conditions on when and: how covered end i s may share information with
Providers whoperform functions for the Covercd Entity.
1.4 I11PA requires the Covered.Entity and the Business Associate to enter into a contract or a&Teement containing
spec tic requirements to protect the.confidentiality and security of patients"PH1,as set firth.in,but not limited,-to the
Code of Federal Regulations C. .R.),specifically 45 CYK §§ 1+4,50 e g 164.504(c)x 1.64.309(h),.and. 164.314(a.-
b)( 10)(as may apply)ly)and,contained in this agreement.
1.5 The 11 alth Information Technology for Economic and Clinical Health Act (2009), the American Recovery and
einN.,e tment Act 2 00 9 and Part I--Improved.Privacy Provisions and S w n ty provisions located at 42.United Stags
Code(U.S.C.)§§ 17 93 1 and 17934( 10)require businss associates of covered entities to con-ply with the VAA
Security Rule,as set forth in,but not 1irnited to 45 C.F°.R.§§ 1 r4308, 164.310,164312-and 164.3'l6( :009)and such
sections shall apply to a business associate of a covered entity in the same manner that such sections apply to the
covered entity.,
The parties therefore agree as follows:
2.0 Deflinitions. For purposes of this a. reem nt,the following definitions apply:
11 Access. The ability or the means necessary to read,�%•Tite,modify,or corim1wiieate d:atcLlinfo nnat.ion or otherwise use
any sYstem. resource.
2.2 Administrative Safeguards. The administrative actions, and policies and procedures, to manage the selection.,
development, implementation, and maintenance of security measures to protect electronic Protected I-Icalth
Inf6r ation 0111)and to manage the conduct of the covered entity's workforce in relation to the protection of that
i f rmatio 1.
3 ARRA. The American Recovery and Reinvestment Act(2009)
2.4 Authentication, The corroboration that a person is the or e claimed..
2,5 Availability. The property that data or information,is accessible and useable upon demand by mi authorized pet-sot),
.6 Breach. The unauthonz d acquisition,access,use,or disclosure of PRI which compronLises the security or privacy
ofsuch information.
23 Compromises the Security. Posing a significant risk of financial,reputation-al,or other harm to individuals.
18 Co n l dential ty The property that.data or infernation is not made available or disclosed to unauthorized persons or
processes,
Page 62 of 72
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A -2229
2.9 Electronic-Protected Health In f forma tion e1 R). Health infomation as specified M 45 C` . 1 0.1 f13(1)(i)or
1) i ,limited.to the information created orreceivedby Business Associate from or on hehal fof Covered Enti�y.
2.10 HITE II.The Health.Information Technology for Economic and Cliiical Flealth.Act 09)
.11 Information System,, An interc ormieet:e►d set ofin6nnat:ion resources,UUnder the sar-e direct trtana ement control
that shares common functionality. A s sierra normally includes hardwart,software,infornnation,data,applications,
conmiunieations,and people;
.1 n;tegrity. Th:e prop,erty t1iat data or in Corrnat I on have riot been altered or d c s t roye in ail r nau thorized,manner,
.1.3 Mallicious se re. Software,for example,,a virus,desiped to damage or disnipts a s stein.
2.14 Pa rt I. P arl I—Improved Pniv acy Prov isions and S eeitrity p w v is ions located at 4 2 Un ited States Code(t,S.C.)
17931 and 1793 ( 010):
.15 Password, Confidential authenticati n information compose*d:of a stning of charalaers,
.16 Physical Safeguards. The physical measi,res, policies, and procedures to protect a covered entity's electronic
hifbnnation systems and related butildings and equipment, from. uatura.l and environvae #al hazards; and.
Unawborized intnision.
2..17 Privacy Rule, The Standards for Privacy of ladividually Identi6ahle Health,hifo rma.iion at 4 CFR Fart 1.60 and
mart 1644 subparts A and E.
.18 Protected ;health Information (PHI). Health infonnat on as defined in 45 CFR. 160 O , limited to the
information.created or received by B s�iess Associate from or can behalf of Covered Entity,
2,19 Required By Law.Has the same meaning incaning as the term``required.by law"in 45 CFR 164.103w
2-2.0 Secretary.The Secretary ofthe Department of Health and'Human.Services or his or her designee.
.21 Security incident.The attempted or successful unauthorized access, use,disclosure,,modification,or destruction
of information or interference with syste.in operations in an information system,.
2.22 Security Or Security measures,All of the administrative,physical, and technical safeguards in an information
system
2,23 Security Rule,The Security Standards for the protection of Electron icy Protected Health Information at 45 CF R.part
164.1 subpart:C,and amendments thereto,
2.24 Teehnie l Safeguards.The technology and the policy aid procedures for its use that protect electronic protecied.
health information and control access to it.
2.25 Unsecured ecure PHI. Protected health Information that is not secured through the use of technology or methodology
sp-ecified by the SecTetary in guid,mce issued.hider 42 U,S.C.section 1793 2(11) ,
216 All other tents used;but not otherwise del ed,in this.Agreement.sell have the same m,eaning as those teens in
the Privacy Rule..
3.0,Obligations and ActIVIties of Business associate..
3.1 Bushiess Associate agrees to not use or disclose PHI other than as permitted or required by tins agreement or as
Required by Law.
Pagre 63 of 72
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AA-2229
3.2° Business Associate agrees tW
a) Implement policies and procedures to prevent, detect, contain.and correct Security violations in accordance
with.45 CFR§ 1 4.306;
(h) Prevent use or disclosure of the PHI other titan as provided for by this Agreement or as required by law;
(eReasonably and. appropriately protect the confidentiality, integrity, acid availability of the ePH1 thaat the
Business Associate creates,receives,maintains,or tTan arts on-behalforflie o*vered Entity and
(d) Comply with,the:Security Rule requirements including.the-Administrative Safe-uards,.ph sieal Safeguards,
Technical Sa&guards,and policies and procedures and documentation requirements set forth. its 45 CFI.
164.3088 16431 431 Ol 164.312,and 164.316.
3.3 Business Associate agrees to mitigate, to the extent pract cable, any harmful. effect that is known to ushiess
Associate of a use or disclosure of CHI by Business Associate in violation of'Ie requirei-rents of this Agreement.
3.4 Business Associate agrees to prompay report to Covered Entity any use or disclosure oft e,P111.not provided for
by this Afire in nt of which it becomes aware,This IFi lodes any requests for inspection.,copying or urmendt emit of
such information and including any security incident involving PFIT,
15 Bushiess Associate agrees to n otil Covered En t Ity without un,reas onab I dcl.ay o f any secu ity breach pertafning.
to:
(a) Identification of any individual whose unsecured P1=11 has been, or is reasonably heli ved by the Business
Associate to h.avc bcen,accessed.,acquired,or discIosed during such:seourity Breach;and
(h) All infonnation required for the Nbace to the Sec eta-v oj':NHS of.Breach of Unsecured [roleclecl Health
Iti fornialion.
3.6 Business Associate agrees to ensure that any agent,including a subcon'tTact:or,to whom it provides PHI received
from,or created or received by Business Associate on behalf of Covered Entity,agrees to the same restrictions:and.
conditions that apply€hrou h this Agreement Lo Business.Associate with respect to such information.
3.7 If Business Associatc has F111 in a.Designated Record Set:
(-a) Business,associate agrees to provide access,at the request of Covered Entity during regular business hours,to
PM to a Designated Record Set,to hovered Entity or,as directed by Covered Entity.,to an individual in order
to meet the requirements under 45 CFR§164.524;and
Business Associate agrees to make any amendment(s) to P111 in a Designated Record. Set;that [lie Covered
Entity directs or agrees to pursuant to 45 CFI..§ 164.526 at the request of Covered.Entity or,an Individual
within 10 business days ofreceiving the request,
3.9 Bushiess Associate agrees to make internal practicus, books, and records,including poli.eies and procedures and
PHI,relating to the use and disclosure of PH1 received from,or created or received by Business Associate on behalf
of Covered Entity,available to the Covered Entity or to,the Secretary upon..rcq est of culler partly for purposes of
del rmiu ing Covcr-ed En6ty's compIian.ce with th.e P dvae r Rule.
3.9 business Associate agrees to doeum nt such disclosures of PHI and I n f'or a.tion related to such disclo -res as wo u Id
he required for Cover E'nt.it to respoDd to a request by mi individual for an:accotinting of disclosures of PHI fl
accordance with 45 C R§ 164a 28.
3.10 Business Associate agrees to provide to Covered Entity or an individual, upon request, information collected to
permit Covered Ent to respond to a request b an,Individual for an accountingof disclosures of P II in accordance-
p � p �
with 45 CFI.§ 164,528 and MIRA§ 13404.
3.11. B asin ess Associate specifically agrees to use seemity rueaSLLres that reasonably and appropriately protect the
coinf de tiality,integnt .,and availability of PHI in.electronic or any other form,that it creates,receives,maintains,
or tTansrnit's on behalf o f to Covered.Entity.
Page 64 of 72
AA-
3.12 Business Associate agrees to implement security measures to secure passwords used to,access ePHI that it accesses
maintains, or transnn.its as part of this Agreement 1'rurn malicious software and other man-i ade and .Natural
vulnerabilities to assure the availability,inte t•ity,and con dentiality of such informtion,
13 Business Associate agrees;to implement security Measures to safeguard,&HI that it accesses,maintains,or transm its
as pan of this agreement from inalicious software and other man-made and natural vul erabil ities to assure the
nvaila ility,integrity,and confidentiality of such information,
3.14 Business Associate agrees to comply with,
(a) ARRA§ 13404(Application of Knowledge Elements Associated with Contracts);
N ARRA§ 13405 Restrictions on Certaiii Disclosures and Sales of 11ea,1 i It-fon ration ;and
c . .RR§ .1340 (conditions on Certain Contacts-its Part of Health Care 3e-ratious)...
4.0 Permitted Uses and Disclosures by Busimess Associate. Except as otberwi,se limited in this Agreement t or any related
agreement,Business Associate nitay use or disclose P111 to perform functions,activities,or services for,or on behalfof,
Covered.entity as specifial in any and all contracts with Covered:Entity provided that such use or disclosure would not
violate the Privacy Rule if done by Covered Entity or the minimum necessary policies and procedures of the Covered,
Entity
5.0 Specify - e anal Disclosure-Provision .
.1 .except as othejivisc limited in this a reernent or any,related agreement Business Associate may use Pfl:l for the
proper management and administration of dh Business Associate or t carry out the legal id�sponsibil it:ies of the
Business Associate.
5.2 Except as otherwise litnit,l in this agreement or any related agreement,Business Associate inay disclose,PHI for
the proper management and administration of the sines Associate,provided tluat disclosures are required By
Law,or Business Associate obtains reasonable assurances from the person to whom the information is disclosed
that it i.l.1 remain co n fid en ti.a.l and used or ffir-th. r disclosed only as 1.e uired By Law or for the pu ip ose for which.
it was disclosed to the person.,and the person,notifies the Business Associate of any instances of which it is aware
in which the confidentiality of the information has been breached,
53 Business Associate may use PHI to provide data aggregation services to Covered Entity,as pperjy�tted by 45 CF
16 4.5 04(e)(2)(1)(B-),only whet sp ccift cal ty authonzed by Coviered Entity=
.4 Business Associate may use PHI to report violations offiaw to alapropfiate Federal and Mate authorities,consistent
with 45 CFR§1 4,, 0 )(1),.
6.0 Obligations of Covered.Entity.
.1 Covered Entity shall notify Business Associate of any limitatiorl s in its notice of privacy practices of Covered
Entity M accordance with 4_5 CY 1 4. 20,to the extent that such Iimitat:ion may affect businessAssociate's use
or disclosure of P111V by Pi-oviding a copy Of the most cUrTent Notice of Privacy Practices (NPP) to Business
Associate, Future Notices and/or modifications to the N P11 shall be posted on Covered Entity's wcbsite at
1A-,v,r w.a l I.i ap c fora
6,2 C oN,ered Entity shall notify Business,Associate o f any restrict1on to the use or disclosure of PHI that Covered Entityr
has agreed to in accordance with. 5) C R § 164,522, to the extent. .bat such restriction may affect Business
Associate's use or disclosure of Pill.
7.0 Permissible Requests by Covered Entity. Except for data aggregation or management and administrative activities of
Business Associate,Covered Entity shall not request Business Associatc to use or disclose Pfll in any manner that would
not be pen-n_issihle Under the l n'vacy Rule if done!by Covered Entityo
Page 65 of 72
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8.0 Effective Date and Termination.
8.1 The.Parties hereby agree that this agreement amend A restates and rep Iaces any-other Business Ass oCIate Agreement
currently in effect bemeen CovenA Entity and Business Associate and that the pmvislons of this agreement shall.
be effective as follows:
a) These Business Associate Agreement prOVis10118,,with the exception of the electronic security provisions and
the provisions r a n.dated by ARRA,1.11TE H and Part 1 shall.be effective upon.the later of Apri1 143 2003 s or
the effective:date of the earliest co tract entered into between Business Associate and Covered entity that:
involves the use of PHI-
(b) The electronic security p -Yistons.hereof shall be effective ffie later of Api 112 1.y 2005 or the of fecti've date of
the earliest contract entered into between.Business Associate and Covered Entity that involves gie use of PFU;
and
c Provisions hereof mandated by ARRA,1-11 ECI-1 and/or Part 1 sl ail.l be effective the later of Febmary 17,20.1
or the effective date of the earliest contract entered into between covered entity and business associate that.
involves the use of P111 or epfll,.
8.2 Termination for Cause. Upon Covered Entity's knowledge of a material breach by Business Associate,Covered
Entity shall either:
Via) Provide an oppor-ftinity for Business Associate to cur the breach or en.d. the violation and terminate this
a cernerrt if Business Associate-does -not cure the breach or end the: violation within the time specified by
Covered Entit y
(b) Immediately terminate this agreement if Business Associate has breached a material term of this Agreement
and cure is not possible;or
(c) If neither tennination nor cure is feasible,Covered Entity 4rall report the violation to the Secretary.
3 Effect of Termination. Except as provided in subparagraph b of this section,upon.termination of this agreement.
for any reason,l3tisiness .ssociate shall return all P1II and RH1 arec ived frorn Covered Entity or created or recely ed'
by Business Associateon behalf ofCovered Entity..
(a) This provision.shall apply to PHI and ePH1 that is its the possession Of srrbeon-tractors or agents of Business.
Associate. Business Associate shall retain.no copies of the PHI and ePHI..
(b) In the event that Business Associate or Covered Entity deterrnin s that rett nimi the PHI or ePHI is infeasibley
nodfiea(1on ofthe conlditlon.s that make retutin of'PHI or ePHI infeasible shall be pro vid :to the ether psi-:y.
Business Associate shall extend the protections of this.thisA greement to such:retailed P141 and.0111 and limit
further uses and disclosures of such retained.P H l and eP H l�for a mi n innurn of ' years and so long as Business
Associate maintains such PHI and,eP H 1,but no less than six(6)years after the t nninadon of thus agreement,
9.O Regulatory References!. A reference in this iagre inert to a section in the Privacy Rule or Security Rule means,the
section then in effect or as may be amended in the future.
10,0 Amendment, The Parties agree to take such action, as is necessary to amend this a rce=nt from time to time as is
necessary for Covered Entity to comply with the requirements of the Privacy Rule, the Security Rule and.the Health
Insurance Portability and Accountability Act of 1996,Pub.L.No. 1€4-1 1
11,0 Survival. Any tear,condition,covenant or obligation which requires performance by either party hereto subsequent to
the termination.of this agreement shall remain enforceable against t such party subsequent to such termination,
12.E interpretation. Any ambiguity In this agreement shill be resolved to,permit Covered Entity to comply with the Privacy
Rule and Security Rules
Page 66 of 72
AA-2229
how or dit' cnt Dhllp-inm;With mlz ed to 1:11PAA p6vacy wtevlor sceuniq,shad be-au-10m tic l y I'll Col risted by
o d s s � F �, o s � a esir to b rven ������� t his eem nt,
1:4 ki itcly n :R cb"ge of addrass fug ut o�cs of s no�ccs and corrmiumicatumns,sh fl be m w6fing mm d livered
personally y or mt hy�epms 2 -hour guarawcod courier or delivery micu%or.by cedifiod mail o F
theu � stages Postal ti��i� j ostap rcp and uum. MOO I ted wddressW to fc(Abei,pari i as foltows
or to such uthcr place a%any par�y n-my by nnttce w ffi :othe,r.,;; e(_,J
I'D CulwrVe rritit�: i r I: g rig,Ins_
Amt ,nf io a, Max Kalbrtjun
S'C. vj iCC1
Kzy
lwt;FL 3304.0
r�,.y such notN stia I I be&, r r d Ldifl
c.1vc wi1I bo dccnivrd to have vcvu .o m flit date such:del very waq allemplixi.
15. 4,v ra I nv lau w. Tti o tvS 0 F T h C S r.1tC.:of Florida;w ithOu t giv A g ef t.t0 p r i.I p1 s 0 -0t1 1.':i ot,aV%1%,go C s al b
rm tt r. l si V uri r this- gt� mn,C.
0 v IAN& fl.1.0" 1 F a.v pi H?�..e d 51 of I. ii!l t 2 1i 11! a. •x II CO-fa r..to ar,
appOc bsrin of that ri-mvisicm to any pur qnm nr CUCIUMS01 1ce'S othcr than t u_nsw as to wll iC it.I s h el d 14n ifi rcea���,
rm �affeutad by that un-evilbrocabilily and will be ts,)the juji st xtj. <p�ni tte by law.
` t " j rZ jj t3 t A sv)6iate`x ab I io n.5 umdav th i S agrC oil IV. t and agmeto r -m t:erl•l:!l 3
Rhe amc M-11 1UT 3171d tO the s3mevxtmt that t imc�ss Ass"xiate 01.11d n1have been.roquimd to i C that:su.i�c cis ton hw]no
by written ap,,uenrifmt
Erttere Agreement. Thip, meat consW-tes the pr�ille e��at'i�.g tu}�c sub'
�t mattv'r of ums
age tst 9 n Supersc s all otVwr a-al or wnifteri or uloci.es rclaung.the c o, ex e r that th-is agVcim.wnt
doss r.o t 1 imi t the wnendnAent ofth?,5 agr e emov n t i I I aC�W-eryrd3 Ce --it h wttion 10,0 o r th-iS gx m ll t,
Entit. 11 t for .grog:,fim
Dec 8,2021
61isInes,s , sa a l ;Munro(.. u �.ao.gr.d 61" o m).,Comm.1 .Aifl : ,So W S er-ictmi n-,H tit SerN
�'� �JfFrR• � -
E
t
(signt MONROE COUNTY:ATTOkNEY
PPRO VE D AS TO FOR
SIGNED k ry
NAME: David Rice Pop 67 of 72
'T9 TE: MAYORJAMES M.-OiEN-AAR
. &SCANT
DATE: i�iFxi@3 D M.i$.`13:, e+ 4[e1!g.7tisi9
'�DatLfil- P� E'F: 1 i
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AA-2229
ATTACHMENT G.
Afflance for Aging,Inc.
Agin and Disability Resource CenteriElder Helpline
AGING AND DISABILITY RESOURCE CENTER(ADRQ —OUT SOURCED FUNCTIGNS
I. If applicable, the provider agrees to the fbHowing:
A. P.erfon-n ADR C outsoureed functions i i accordance with the Alliance"s policies and,pros lures.
i.- Policies and Procedures for Outsourced FLUICtion-Screen ffig
11
0 L Pol-icies and Procedures for Outsourced Function-Triage
iii. Policies and Procedures for Activation.from Waltlist-Client Services
iv. Policies and,Procedures for Termination firom Waidist-Client Services
B. Maintain wait fists in CIRTS in,accordance.with DOFA requirements.
C. Adhere to prioritization and Largeting policy as set Borth in the Handbook, as applicable,
D. Ensure the Provider's Disaster Plan reflects ADRC Outsourced FiLnctions, annually or as needed
to incorporate ADRC outsourced functions.
E. Ensure against conflicts of interest and inappropriate self-referrals by referring consumers in.need
of options counseling or long-term care services beyond the pro vi�ier�s scope of services to the
Aging and Disability Resource Center.,
F., Ensure that services provided are in the clients' best interest, are the most cost effective, of-high
quality,and are responsive and appropriate to the assessod needs,
v
The A rity ssessed Prior- Consurner List(APCI,) is maintaifiled when services funded by the departnic are.not
Rable. Contracted Providers of revistered services, for Local Services,Program (LSP) and Older Americasaval
Act (OAA) must maintain waiting lists in the CIRTS database for registered services when funding is not
a 'table.
vat
Page 68 of 72
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A-222
Alliance for Aging, Inc.
Aging and Disability Resource C nt rfElder Helpline
Policy and roiced re for utsou ed function—S r r n
Creation ate March 5,,2008
Revision fixate: October 201
Review Date: October 2019
Objective: To ensure that a comprehensive list of clients in need of services is maintained in CIRTS b
appropriate funding source and that the ADRC is thereby able to effectively gauge flic level of elder
service need.in Miami-Dade and MonroeCounties:.
Policy: To obtain necessary information from clients in order to assist in detemiining level of need and
eligibility f6r registered services funded.through OAA and LSP programs.
Procedure::
I a Providers will collect information from callers and conduct a 701.S assessment. Alternatively, if a.
7 1A(B)assessment already exists oris provided from another Provider the information from the 701.
can be utilized.
. The Provider will determine the services needed and the appropriate funding source(s) that provides
the needed senor ices.
f the caller is in,need of a se =ice(s)that is not provided by the Provider,the Provider will refer caller
to the ADRC Elder ticlplirte,as well.as,to other contracted providers and conununity organizations.
3 The caller will be provided with general information regarding the as,well as the,ADRC Elder
Helpline contact nw-nber.
4. The caller will he informed of the services and run-ding sources that they are being placed on the wait
list for in III.T S
5. For nor-ease managed programs, the Provider will create a. client record in CI'PT if there is no
existing.record)and enter the services needed for the caller by funding.source and service.:[if there is
ail existing record in CURTS,the appropriate fields will be updated].
6. If the Provider determines that the caller may qualify for more than one program for which the Provider
is funded, the Provider is encouraged to enter the appropriate in:fo -tatton under inultiple funding
sources.[If there is an existing client record in GIRT ,the client record in IRIS will be updated with
appropriate information]..
7, The Provider will Inform caller that they wilt r eive an annual re-assessmQnt based on.D EA Wait
List Reassessment Standards and encourage caller to contact the D Elder Helpline with any
questions.
Page 69 of 7
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-2-22:9
Alliance for Aging,,Inc;
Aging and Disability Resource enteri Elder Helpline
Policy and Procedurefor
Ontorcd function-Vega
Creation.Date; March 5,2008
Revision Date:, October 2019
'Review Date, October 2019
Objective::To ensure that clients in need of DOEA Bided sem ices receive servires based on the highest level of
need,drat,as fending becomes available.
Policy: To assist clients in obt :fi in.g DOEA funded ser k as fundhig becomes available,based on level o
need as deteninned by a CIRTS priority scores
Procedure-.
1. The Provider will conduct annual reassessments based on O.E� Wait List Reassessment Standards.
2. .If there is no current 701 A or B In CIRTS, the Provider will conduct the animal reassess ant(701s) a
appropriate. Based on the information provided via the 701 / ) assessment, the Provider will update
the client information in CIR,rs specirically as it,pertains to level of need for services by ftmdi-n source-
3. The Provider will ensure that the CIRTS prioritization score is accurately mah,.itaimed.,according.to DOER
Standards. If a significant Change has occurred prior to the annual re-screening, the Provider must re-
screen.Definitions and examples of significant change are document d in the DOE Prograins er i.c
Manual Chap ter 2.
. If the ceder is in need of a service(s )that is not provided by the Provider, the Provider will refer caller to
tb.e ADRC Elder Tlelpfine,. a well as, to ether contrasted Providers and community or nizations.. The
cal er will be informed oT the services and 1=undin g sources that the wait list For anWor have been remove
from the wait list for.
. The Provider will remind client of the ADRC Elder Help Lire contact number and to contact the ADRC
Elder 11elp Line with any questions or coneems.
6, As funding becomes available, the Provider will run CIRTS Prioritization Report and activate clients
according to D OF. :Standcvds(refer to.ADRC Client.Activation Policies and Procedure&).The Contracted
.provider will apply targeting criteria., appropriate, to priorit�ed clients: to ensure a ti vat' meet
programmatic;requirernent4.
Page 70 of 72
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AA..-2.2 2 9
Alliance iance for Aging,Ine.
Aging and Disablifit.y Resource CenterfElder Helptille
Policy and P rocedu re for
i
,Activ —ation from Wait List Clients/Sery ces
Creation Date. March 5.2008
Revision Date: October 2019
Review Dia:te.-, October 201.9
Objective: To ensure that elders in need of DOEA funded services in Miarni.-Dade and Monroe Counties and on
S.
the CIRIS wait list begin to receive services as Odin g becomes available.
Po icy:: ADRC will work with Providers to ensure that clients waiting for DOE funded services ems to
V, receive those services as funding becomes available.:
Procedure:
1. The Provider will activate clients on CIRTS wait list based.on DOE A.prIoritization polices and funding.
availability.
2. 'me Provider will update CI.P,,-TS staffs by hiding source and,service for any services being activated for
the Client using appropriate CIRTS codes.
3. Client may be left on wait list of a different funding source than.the one being activated if the Provider
detemines that it is appropriate.
4. ClIetit may also be left on wait list in CIRTS if they are behig activated by the Provider under a temporary
nor-DOEA. flinding source and the Provider determines that the client's need. will persist after the
temporaq funding sotuce is exhausted.
5. The Provider will in-ro-nn lie client of any services/funding SOUrce that they Lire being activated for as well
as thus sentices and funding sources that they will continue to be wait listed.for
6. The Prov Ider will inform client to contact the ADRC Elder Hel p Ii n e i f th eylave any questions c r con ems
regarding the status of any of their services.
Page 71 of 72
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AA-22 9
Alliance 'or Aging,Inc.
Aging and Disability Resource enter lder Hel lin
Policy an,d Procedure for
Termination. 'roe Wait Lit—+ Tien t / r-vic s
Crre Lion ea March 5,
Revision ate. October
p. 0l9
Review Date:
019
Objective: To ensure that the comprehensive list of clients in need.of services in CIRTS is appropriately
mamtamed by funding source and that the ADRC is thereby able to effectively gauge,tho current level
of elder service need in Miami-Dade and Monroe Cowitics.
Policy. ADRC will maintain an accurate and citrrent fist of clients in need of elder services in.l iarni-Dade
and Wnro AD RC s with the assistance of the ContractedProviders.
Pro ur .
l The Provider will re-screen clients which the Provider er initially placed on the CIRTS wait list for services
rased on.D:OL, Reassessment Standards,
2. The re-screaming ni:ay be in the forte of a phone screenmig or a hone visit depending on the client's status
Le, active/pending)
3. The Provider w ill determine it the client is no longer in need(or eligible)for any of the services they-were
wait-listed for..
4. The. Provider will terminate the client from the wait: list (entirely or by specific service) u.sd g the
appropriate CIRTS tertinination code for any services r funding source-For which the client is determined
to no longer be ell ible for or no longer in need of.
5. Tbe Provider will inform the client of any services/funding SOLa,Ce that they are being rernoved from the
wait list f6r.
The Provider will inform client of their ability to be re—added re-added to the wait list if them,level of need should
change,
7.: The Provider will inform cheat to contact the AD1 C Elder Helplitie if they have any qu tion-&or concenis
regarding their wait list status,
8. Refer lice the Handbook as applicable.
Page 72 of 72.
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'der S' d
vI
Monroe AA 2229 Pro igne
Final Audit Report 2021- 2-08
Created: 0 1-12�08
By: Stan Mcneese mcneeses@allianeeforaging.,org)
Status: Signed
Transaction ID: BJCHBCAAB OM:OeJsd' TDktO LFIfDivPN5 ll 21xdu
"Monroe AA- - Provider Signed" Hist
6
Document created by Stan Mcnee a(mcneeses@allian oraging.org
021-1 -08-8:55:22 PM GMT-IP address:52.20 .156,234
Eck Document emailed to MaxBe Rothman rothmanm@alli ncefora ing.org)for signature
2021-12-08-8:57:28 PM GMT
(Email viewed by Max B.. Rothman(rothmar m@allianceforagirrg.org)
2021-1.2-08-8.5852 PM GMT-IP address:76.109.240.37
e Document -signed by Max B. Rothman(rothrr anm@allianceforagin .or )
Signature late:2021-12-08-8:59:33 PIS GMT-TimeSource:server-IP address:.76.109.240.37
Agreement completed.
20 1-1 -08.-&5.9,33 PM GMT
1 fi
Adobe sign
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AMENDMENT 0101 CONTRACT AA - 2229 Page 1,
THIS AMENDMENT is entered into between the Alliance for Agi'ng, Incl. hereinafter referred to,as,the "Alliarice",
me Services, hereinafter referred to,
and Mon�roe Countly Board of Cure ty C'ornmissioners,,Social Services/lb
as the "Contra ctor"' and coll'ectively referred to,as the "Parties."
The purpose of this amendment is to adJust funding of the existing OAA contract in the following sub titles:
L11101l
Non-
Recurring Recurring
1
2021 Final Ca r ry, Recurring 2022
Award Forward Final Award Toltall
Ti t 1:,e,:11:1 B $,%342-86 $64107.80' $6,0745.4l8 $18,.4916.14
Title C1, $,81384.09, $0.00, $10.100 $8,384.09
Title C12 $21,F625.17 $01.001 $10.010 $21,625.17
16,92.3l8
Title,1111E $605,65.1150i: $556-318 $4.0 $1L,814.26 V
Title IIIES $2,813.79 $564.31 $11,3916.50, $4,01774 60 IN Opel
NSIP $123.71 $10.10 ($820-3 ($696.66), 00110
'TOTAL $440855.12 $7,,528.491 $12,,,10 13.9 9 1' $64
This acmendment changes the toted OAA contract funding from:, $726,265.910, to,.- $79016,63.50
The Budget Summary by Title for,the whole Fiscial Year(Jilanuary,01,-December 31,,,2022)is as follows:
PROGRAM TITLE FUNDING SOURCE CFDA AMOUNT
Older American Act Administriat*
qli
lvip, ep
Title Il'IB-Support:Services U.S.1alth and Human Services 93.l0,4l4 $136,89,6.85
tion ` 1
1 1, 0l
Cilder American Act Admlinistrai 0 3
1 " 0
4'' !:7 , 4, "l
17'100'' opw'�o
Title 1,11cl I-Congregatie Meals U.S.Health and Hurrian Services 91.045 0 $1177 052.13
,Older Arnerican Act,Administration
01
Title 111C2-Home ID livered-Wals U.S. Health a�tllW Human Services 93.045 $267,315.84l
Older American,Act AcIml,nistration
Title III E-Caregiver Support Servic S. Health land Human Services, 93.0 $11281106,59.
T*tl Ill ES 14
-Careger Support Sri $ 713.47 ,
e , A 41,,4717 ,
Older American Act
Nutrition cen Services Intive Program
93.0531 �3901266.07
TOTAL FEDERAL,AWARD oe" $7901663.50
AMENDMENT 001, CONTRACT A,A -, 2229 Page 2
The Alliance,shall make payment to the provider for the provision of services up,to a maximum number
of units, 'service and at the rate(s)stiateld below-
IN INN 1111011111111011111111
service to be Prov,ided Service Maximum Un"its of Service MaximUm,
EM!axit P io r
Unit Rate Prior Unlits [Additional E ET'jotiai DoHars
0
,Chorie 11113 $24.00 6182 107 789 1819 24.07
Companionship 11113 11.00 48, 7 55, $6,06.197
'Escort I I I B, ol $16.67 311 5, 36 $606.97
Holmerniaker 111.113 $3120 11489 23,2 10721 $57,,142.431
Personal Care 1 1 1 13 $33,20 1,48,91 232 L721 $57j,42.43,
Nil
Screenin
&Assess,I I I B AN..
___�,��$,26.46 61 10 71
Sho2,ping_Ass i sta nce 111B H1.1�0's,"ILOW140, 410 7 47
OWN
econ re to Meals C1 I e0al $9.0 0, 7 890 18,807 $1,691264.97
Congregate Meals IVILTC C1 $9.00,
Congre ,ate Meals Guest C1
Congregate Meals Volunteer C1
Emergency Congregate Meals C1 $9.010 209 10 219 $1,;9701 1
.99
�Congj2ga C1 at Meals Screening $12 0®u 0 135 6 141 $2,il,827-03
N'Orlition Counseling,C1 30 2 32 $12lill,246.23 #
N.m— 10n EcIucation C1 728 742.9, ,
,Ul 2 6194 314
OWN.
all Ego INS Moil
0 140,aui 2.,996 37,pO43 $18S,216.27
_Hornv�Vj ivered FRZN� "387b.Ir ",
02 omwfGh
Home Delivered Hot C12 /0�_$6.53 101 3.72 IN Ilrw�;
1 1815 1� 897 1,11 2 08 $72036 L
Emergency Shelf iMeals C2 6.53" 415, �j 36 451
Nutrition Counseling C2, V"" 0.5 6 3 0 3 2 2 2.2 8
Nutrition Education C2 tol $1.02, 382, 33, 4 15 $423.5,0
or
Scrileenlog,&Assess C2 126.46 213 19 232 1§414 1.
ilia IN _M"T"l a ftwill-11A
if�
lespite-In Rome 11
906, 92 998 $21,886.00
Respite-,Facility IIIE $10-50 606419 672 7,o3l2l, $760871.68
C C,
airitigiveir_Training Grp III E $81.75 87 9 96 $71823.61
S C
aregiver Traini,ng Ind IIIE $75.001 244 24 2,68 $20)117.,8,5,
Screptli
................ $26.461iiiii'llill"ll, 67 7' 74 1 IM,,60-9!Mm,"0 -I lm"wliiii=11101"" WIWOL -.1L
,Chore IIHES Z$124.i00 350 415 3915 F $9.0483.26.
Holu sus g'I'm bill,
provement IIIES 'Cost,Reim A1141' $1018,50,650
M10,1850.51aterial Aid III' Cost Reimb. $1
Spec Bali zelcl Medical Equile''III ES Cost Reimb., $10,289.18
NSIP $0.,72 51504 (968) 54)536 3 9,.,1 26 6.0 7 ,ol
Iy
CONTRACTTOTAL AS AMENDED $790,663.50
All provis,ions in the,contract and any attachments thereto iin conflict with this amendment shall be
and are hereby chianged to conform with this amendmient.
All provisions not in conflict with this amenidment are still in effect and are)to be performed at the,
leviel specified in the contract are Ihereby amended to conif'orm with this arniendmient.
This amendmient and all its attachments are hereby made,a part of the contract.
IN W'ITN ESS WHEREOF, the partiles hereto'have Icaused this amencliment to be executed by their
unidersigned officials as duly authorized.
James D. Digitally signed by James D.
Monroe,Counity Board of Coun Molenaar ty Date:2022.11,08 12:44:05-05'00' ALLIANtE FOR AG'ING,,,INC.
Comm'issioners, olenaar
Approved as to Form and Legal Sufficiency
Social Services/In-Home,Services James D.Molenaar
Asst.County Attorney
MONROE COUNTY ATTORNEYS OFFICE
SIGNED BY: SIGNED BY:
NAME: NAME,: Max Bill, Rothman,JD,,LL.M.
1.
TITLE:, TITLE: President&CEO
DATE: DATE: