FY2001 11/21/2000C-
C L h
BRANCH OFFICE
3117 OVERSEAS HIGHWAY
MARATHON, FLORIDA 33050
TEL (305) 289-6027
FAX (305) 289-1745
MEMORANDUM
•i
090E COUNTY. FyCF
3Mannp 1. Rotbage
CLERK OF THE CIRCUIT COURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3660
DATE: December 13, 2000
TO: Jennifer Hill, Budget Director
Office of Management & Budget
ATTN: Dave Owens
Grants Administrator
FROM: Pamela G. Hancoc
Deputy Clerk
BRANCH OFFICE
88820 OVERSEAS HIGHWAY
PLANTATION KEY, FLORIDA 33070
TEL (305) 852-7145
FAX (305) 852-7146
At the November 21, 2000, Board of County Commissioner's meeting the Board granted
approval and authorized execution of the following:
Fiscal Year 2001 Agreements between Monroe County and the following: Guidance Clinic
of the Upper Keys, and Care Center for Mental Health to provide funding. -
Fiscal Year 2001 Anti -Drug Abuse Act Funds Agreements between Monroe County and
the following: The Care Center for Mental Health Juvenile Community Intervention Program IV,
and The Care Center for Mental Health.
Fiscal Year 2001 Human Service Organization Agreement between Monroe County and
Pace Center for Girls of Monroe County, Florida.
Enclosed please find a duplicate original of each of the above for your handling. Should
you have any questions please feel free to contact this office.
Cc: County Administrator w/o documents
County Attorney
Finance
File
AGREEMENT
This Agreement is made and entered into this 7--/~ day of NtJtI~M ~'t~ , 2000,
between the BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA,
hereinafter referred to as "Board" or "County," and the GUIDANCE CLINIC OF THE UPPER
KEYS, INC., hereinafter referred to as "Provider."
WHEREAS, the Board and the Provider desire to enter into an agreement wherein the
Board contracts for services from the Provider for the rendering of mental health services
to the citizens of the Upper Keys, Monroe County, Florida, and
WHEREAS, the Board is vested and charged with certain duties and responsibilities
relating to the mental health and guidance of the citizens of Monroe County, and
WHEREAS, such services have been rendered by the Provider in the past and have
been invaluable to the citizens of the Upper Keys, and
WHEREAS, it is proper and fitting to enter into an agreement for services to be
rendered in the forthcoming fiscal year 2000-2001, now, therefore,
IN CONSIDERATION of the mutual promises and covenants contained herein, it is
agreed as follows:
1. AMOUNT OF AGREEMENT. The Board, in consideration of the Provider
substantially and satisfactorily performing and carrying out the duties and obligations of the
Board, as to rendering mental health counsel to the citizens of the Upper Keys, Monroe
County, Florida, shall pay to the Provider the sum of Eighty-seven Thousand Four Hundred
Forty-four Dollars ($87,444.00) for fiscal year 2000-2001.
2. TERM.
terminate September
provisions herein.
This Agreement shall commence on October 1, 2000, and
30, 2001, unless earlier terminated pursuant to other
3. PAYMENT. Payment will be paid monthly as hereinafter set forth. Certified
monthly financial and service load reports will be made available to the Board to validate
the delivery of services under this contract. The monthly financial report is due in the office
of the Clerk of the Board no later than the 15th day of the following month. After the Clerk
of the Board pre-audits the certified report, the Board shall reimburse the Provider for its
monthly expenses. However, the total of said monthly payments in the aggregate sum
shall not exceed the total amount of $87,444.00 during the term of this ~reem~t. To
preserve client confidentiality required by law, copies of individual client bArs ~d cr:ecoa3s
shall not be available to the Board for reimbursement purposes but shall be~ ~il~e
only under controlled conditions to qualified auditors for audit purposes. ~~r-:: ~ ~
Or.:. W '1
C::o;r .9
4. SCOPE OF SERVICES. The Provider, for the consideration ncifiie~ cClWensnts
and agrees with the Board to substantially and satisfactorily perform a~~ri!>u~he
duties of the Board in rendering counsel in the matter of mental health and!guiGtance tghe
citizens of the Upper Keys, Monroe County, Florida. The Provider shcfn prbvfte' ~se
services in compliance with Florida Statutes Chapter 394. Said services shall include, but
are not limited to, those services described in Provider's Details of Specific Program for
Which Funding is Requested, attached hereto as Exhibit C and incorporated herein.
5. RECORDS. The Provider shall maintain appropriate records to insure a proper
accounting of all funds and expenditures, and shall provide a clear financial audit trail to
allow for full accountability of funds received from said Board. Access to these records
shall be provided during weekdays, 8 a.m. to 5 p.m., upon request of the Board, the State
of Florida, or authorized agents and representatives of the Board or State.
The Provider shall be responsible for repayment of any and all audit exceptions which
are identified by the Auditor General of the State of Florida, the Clerk of Court for Monroe
County, an independent auditor, or their agents and representatives. In the event of an
audit exception, the current fiscal year contract amount or subsequent fiscal year contract
amounts shall be offset by the amount of the audit exception. In the event this agreement
is not renewed or continued in subsequent years through new or amended contracts, the
Provider shall be billed by the Board for the amount of the audit exception and the Provider
shall promptly repay any audit exception.
6. INDEMNIFICATION AND HOLD HARMLESS. The Provider covenants and
agrees to indemnify and hold harmless Monroe County Board of County Commissioners
from any and all claims for bodily injury (including death), personal injury, and property
damage (including property owned by Monroe County) and any other losses, damages, and
expenses (including attorney's fees) which arise out of, in connection with, or by reason of
services provided by the Provider occasioned by the negligence, errors, or other wrongful
act or omission of the Provider's employees, agents or volunteers. The extent of liability is
in no way limited to, reduced, or lessened by the insurance requirements contained
elsewhere within this agreement.
7. INDEPENDENT CONTRACTOR. At all and for all purposes hereunder, the
Provider is an independent contractor and not an employee of the Board. No statement
contained in this agreement shall be construed so as to find the Provider or any of its
employees, contractors, servants or agents to be employees of the Board.
8. COMPLIANCE WITH LAW. In providing all services pursuant to this
agreement, the Provider shall abide by all statutes, ordinances, rules and regulations
pertaining to or regulating the provision of such services, including those now in effect and
hereinafter adopted. Any violation of said statutes, ordinances, rules and regulations shall
constitute a material breach of this agreement and shall entitle the Board to terminate this
contract immediately upon delivery of written notice of termination to the Provider.
9. COMPLIANCE WITH COUNTY GUIDELINES. The Provider demonstrate and
sustain compliance with:
(a) 501(c)(3) Registration;
(b) Board of Directors Of seven or more;
(c) Annual election of Officers and Director;
(d) Annual provision of annual report to County;
(e) Corporate Bylaws;
(f) Corporate Policies and Procedures Manual;
(g) Hiring policies for all staff;
(h) Cooperate with County monitoring visits; and
(I) Semi-annual performance reports to be presented to County.
10. PROFESSIONAL RESPONSIBILITY AND LICENSING. The Provider shall
assure that all professionals have current and appropriate professional licenses and
professional liability insurance coverage. Funding by the Board is contingent upon
2
retention of appropriate local, state and/or federal certification and/or licensure of the
Provider's program and staff.
11. INSURANCE. As a pre-requisite of the services supplied under this contract,
the Provider shall obtain, at its own expense, insurance to cover all its activities.
12. MODIFICATIONS AND AMENDMENTS. Any and all modifications of the
services and/or reimbursement of services shall be amended by an agreement amendment,
which must be approved in writing by the Board.
13. NO ASSIGNMENT. The Provider shall not assign this agreement except in
writing and with the prior written approval of the Board, which approval shall be subject to
such conditions and provisions as the Board may deem necessary. This agreement shall be
incorporated by reference into any assignment and any assignee shall comply with all of
the provisions herein. Unless expressly provided for therein, such approval shall in no
manner or event be deemed to impose any obligation upon the Board in addition to the
total agreed upon reimbursement amount for the services of the Provider.
14. NON-DISCRIMINATION. The Provider shall not discriminate against any
person on the basis race, creed, color, national origin, sex or sexual orientation, age,
physical handicap, or any other characteristic or aspect which is not jOb-related in its
recruiting, hiring, promoting, terminating or any other area affecting employment under
this agreement. At all times, the Provider shall comply with all applicable laws and
regulations with regard to employing the most qualified person(s) for positions under this
agreement. The Provider shall not discriminate against any person on the basis of race,
creed, color, national origin, sex or sexual orientation, age, physical handicap, financial
status or any characteristic or aspect in its providing of services.
15. AUTHORIZED SIGNATURES. The signatory for the Provider below, certifies
and warrants that:
(a) The Provider's name in this agreement is the full name as designated in its
corporate charter, if a corporation, or the full name under which the Provider is authorized
to do business in the State of Florida.
(b) He or she is empowered to act and contract for the Provider; and
(c) This agreement has been approved by the Board of Directors of the Provider if
the Provider is a corporation.
16. NOTICE. Any notice required or permitted under this agreement shall be in
writing and hand-delivered or mailed, postage pre-paid, by certified mail, return receipt
requested, to the other party as follows:
For Board:
Monroe County Attorney
PO Box 1026
Key West, FL 33041-1026
For Provider
Richard Matthews, Executive Director
Guidance Clinic of the Upper Keys, Inc.
P. O. Box 363,
Tavernier, FL 33070
17. CONSENT TO JURISDICTION. This agreement shall be construed by and
governed under the laws of the State of Florida and venue for any action arising under this
agreement shall be in Monroe County, Florida.
3
18. NON-WAIVER. Any waiver of any breach of covenants herein contained to
be kept and performed by the Provider shall not be deemed or considered as a continuing
waiver and shall not operate to bar or prevent the Board from declaring a forfeiture for any
succeeding breach, either of the same conditions or covenants or otherwise.
19. AVAILABILITY OF FUNDS. If funds cannot be obtained or cannot be
continued at a level sufficient to allow for continued reimbursement of expenditures for
services specified herein, this agreement may be terminated immediately at the option of
the Board by written notice of termination delivered to the Provider. The Board shall not be
obligated to pay for any services or goods provided by the Provider after the Provider has
received written notice of termination, unless otherwise required by law.
20. PURCHASE OF PROPERTY. All property, whether real or personal,
purchased with funds provided under this agreement, shall become the property of Monroe
County and shall be accounted for pursuant to statutory requirements.
21. ENTIRE AGREEMENT. This agreement constitutes the entire agreement of
s hereto with respect to the subject matter hereof and supersedes any and all
ents with respect to such subject matter between the Provider and the Board.
NESS WHEREOF, the parties hereto have caused these presents to be
the day and year first written above.
BOARD OF COUNTY COMMISSIONERS
~E COUNTY, FLORIDA
~,e ~~ct
ayor/Chalrman
-
v)~~lJ'~
[ Witness
e QAr~ ~
d Witness
GUIDANCE CLINI~F THE UPPER KEYS, I. NC.
(Federal ID No. - \4.~;).~ )
BY~'~.6.~vI~
B~aYd'~ ~~ ,/~
Presidenf
jdconukguide
4
ATTACHMENT A
Exoense Reimbursement Reauirements
This document is intended to provide "basic" guidelines to Human Service Organizations, county
travelers, and contractual parties who have reimbursable expenses associated with Monroe County
business. These guidelines, as they relate to travel, are from FS 112.061, which is attached for
reference.
A cover letter summarizing the major line items on the reimbursable expense request should also
contain a certified statement such as:
I certify that the attached expenses are accurate and in agreement with the records of this
organization. Furthermore, these expenses are in compliance with this organization's contract with
the Monroe County Board of County Commissioners.
Invoices should be billed to the contracting agency. Third party payments will not be considered
for reimbursement. Remember, the expenses should be paid prior to requesting a reimbursement.
Only current charges will be considered, no previous balances.
Reimburse,ment requests will be monitored in accordance with the level of detail in the contract.
This document should not be considered all-inclusive. The Clerk's Finance Department reserves the
right to review reimbursement requests on an individual basis. Any questions regarding these
guidelines should be directed to 305/292-3528.
Pavroll
A certified statement verifying the accuracy and authenticity of the payroll expenses.
If a Payroll Journal is provided, it should include:
Payroll Journal dates, employee name, salary, or hourly rate, hours worked during the payroll
journal dates, withholdings where appropriate, check number and check amount
If a Payroll Journal is not provided, the following must be listed:
Check number, date, payee, check amount, support for applicable payroll taxes
Original vendor invoices must be submitted for Worker's Compensation and Liability insurance
coverage.
Teleohone Exoenses
A user log of pertinent information must be remitted; the party called, the caller, the telephone
number, the date, and the purpose of the call must be identified.
Telefax. fax. etc.
A fax log is required. The log must define the sender, the intended recipient, the date, the number
called, and the reason for sending the fax.
Suoolies. services. etc.
For supplies or services ordered, the County requires the original vendor invoice.
Rents. leases. etc.
A copy of the rental agreement or lease is required. Deposits and advance payments will not be
allowable expenses.
Postaae. overniaht deliveries. courier, etc.
A log of all postage expenses as it relates to the County contract is required for reimbursement.
For overnight or express deliveries, the original vendor invoice must be included.
Reoroductions. cooies. etc.
A log of copy expenses as it relates to the County contract is required for reimbursement. The log
must define the date, number of copies made, source document, purpose, and recipient. A
reasonable fee for copy expenses will be allowable. For vendor services, the original vendor invoice
is required and a sample of the finished product.
Travel Exoenses: Please refer to Florida Statute 112.061.
Travel expenses must be submitted on a State of Florida Voucher for Reimbursement of Travel
Expenses. Credit card statements are not acceptable documentation for reimbursement.
Airfare reimbursement requires the original passenger receipt portion of the airline ticket. A travel
itinerary is appreciated to facilitate the audit trail.
Auto rental reimbursement requires the original vendor invoice. Fuel purchases should be
documented with original paid receipts.
Original taxi receipts should be provided. However, reasonable fares will be reimbursed without
receipts. Taxis are not reimbursed if taken to arrive at a departure point: for example, taking a
taxi from one's residence to the airport for a business trip is not reimbursable.
Original toll receipts should be provided. However, reasonable tolls will be reimbursed without
receipts.
Parking is considered a reimbursable travel expense at the destination. Airport parking during a
business trip is not.
Lodging reimbursement requires a detailed listing of charges. The original lodging invoice must be
submitted. The County will only reimburse the actual room and related bed tax. Room service,
movies, and personal telephone calls (see previous guidelines) are not allowable expenses. Per
diem lodging expenses may apply. Again, refer to Florida Statute 112.061.
Meal reimbursement is breakfast at $3.00, lunch at $6.00, and dinner at $12.00. Meal guidelines
are that travel must begin prior to 6:00 a.m. for breakfast reimbursement, before noon and end
after 2:00 p.m. for lunch reimbursement, and before 6:00 p.m. and after 8:00 p.m. for dinner
reimbursement.
Mileage reimbursement is calculated at 29 cents per mile for personal auto mileage while on county
business. An odometer'reading must be included on the state travel voucher for vicinity travel. A
mileage map is available for reference to allowable miles from various Florida destinations.
Mileage is not allowed from a residence or office to a point of departure: for example, driving from
one's home to the airport for a business trip is not a reimbursable expense.
Data orocessinc. PC time, etc.
The original vendor invoice is required for reimbursement. Intercompany allocations are not
considered reimbursable expenditures unless appropriate payroll journals for the charging
department (see Payroll above) are attached and certified.
The followinc are not allowable for reimbursement:
Penalties and fines
Non-sufficient check charges
Fundraising
Contributions
Capital outlay expenditures (unless specifically included in the contract)
Depreciation expenses (unless specifically included in the contract)
ATTACHMENT B
HUMAN SERVICE ORGANIZATION LETTERHEAD
Monroe County Board
of County Commissioners
Finance Department
500 Whitehead Street
key West, Florida 33040
(Date)
The following is a summary of the expenses for (Human Service Orcanization name) for the
time period of to
Check # Pavee Reason Amount
101 A Company Rent $xxxx.xx
102 B Company Utilities $xxxx.xx
103 D Company Phone $xxxx.xx
104 Person A Payroll $xxxx.xx
105 Person B Payroll $xxxx.xx
(A) Total $xxxx.xx
-------
-------
(B) Total prior payments $xxxx.xx
(C) Total requested and paid (A + B) $xxxx.xx
(D) Total contract amount $xxxx.xx
Balance of contract (D - C) $xxxx.xx
-------
-------
I certify that the above checks have been submitted to the vendors as noted and that the expenses
are accurate and in agreement with the records of this organization. Furthermore, these expenses
are in compliance with this organization's contract with the Monroe County Board of Commissioners
and will not be submitted for reimbursement to any other funding source.
Executive Director
Attachments (supporting documentation)
STATE OF FLORIDA
COUNTY OF MONROE
SWORN TO AND SUBSCRIBED before me this _ day of / 200_ by
(Event Contact Person) who is personally known
to me
presented as identification:
Notary Public, State of Florida at Large
My Commission Expires:
Jdconhsoex
I +-t/i-(~-.i'\ V'Yl t'/j1. f- C
NARRITIVE OVERVIEW OF REQUESTED FUNDING
r'o__ "......__1.____
I , ,:)~~ I'\llC:ll,;rlfT1~rJL.
2. The funding we are requesting wlil we used to pay for CliniC salanes,
4, For fiscal year 2000-01 the GUidance Clinic of the Upper Keys will institute an additional
Mobile Team for the Mid-Keys area, The Mobile teams consist of a licensed therapist
and a case manager, They are designed to prevent chiidren from having to go to deep-
end residentIal out of the community and away from theIr families, We have also
impiemented a Children's Substance Abuse position, The therapIst does counseling
and assessments and FamIly Services and the Children's Shelter,
5, With the imolementation of the Mid-Keys Mobile team there will be 'a substantial
Increase In revenues as well as expenditures. The rNo eXisting Mooil Teams have
been highly successful in their miSSion and there IS every reason to believe that the
third team will meet with the same levei of success, The new therapist Will help with the
additional counseling required.
15, Yes, we do have a grievance procecure for clients, 'They can cal! :ne Human Rights
Committee or the Department of Children and Families.
16. The other organizations we network with to prevent a duplication of services is the
Guidance Clinic of the Middle Keys and the Care Center for Mental Health,
17, The Guidance Clinic is monitored fiscally and clinically on and annual basis by the
Dept. of Children and Families.
(i) The Guidance Clinic of the Uooer Keys is an outoatient community mental health clinic
dedicatee to prOViding a multI-disciplinary approacn to the proolems of mental illness a
and substance abuse through evaluation, treatment. case management and prevention,
Outpatient services include: Street Crime Alternative Treatment(SCAT); Famiiy
Services Planning Team (FSPT); Intensive Crisis Counseling Program (JCCP); the
Mobile Team and the Rape Prevention orogram,
25, We are going to continue to strive to be able to continue the levei of services that we
Have been able to provide in previous years.
In reference to the Attachment Checklist: Since we have fewer tnan fifty employees we
are not subject to the Federal guidelines for Adults with Disabilities Act, We have a few
clients that are disabled and we try to be sensitive to their disability and accommodate
them to the best of our ability.