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DANNY L. KO~ARD CONTRACT
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THIS CONTRACTt@!I&QkS9M~be'ttv'e~ the Alliance for Aging, Inc., hereinafter referred to as
the "Alliance", and the Momoe County Board of Commissioners, hereinafter referred to as the
"provider", This contract is subject to all provisions contained in the MASTER AGREEMENT
executed between the Alliance and the Provider, Agreement No, PA 29, and its successor,
incorporated herein by reference.
01/01/2000
Contract Number
AA029
The parties agree:
I. Provider Agrees:
A. Services to be Provided:
To plan, develop, and accomplish the services delineated, or otherwise cause the planning,
development, and accomplishment of such services and activities, under the conditions
specified and in the manner prescribed in Attachmentl~of this agreement.
B. Requirements of Section 287.058, Florida Statutes:
These requirements are herein incorporated by reference.
C. Final Request for Payment
1. The provider must submit the final request for payment to the Alliance no more than
45 days after the contract ends or is terminated; if the provider fails to do so, all right
to payment is forfeited, and the Alliance will not honor any requests submitted
after the aforesaid time period. Any payment due under the terms of this contract may
be withheld until all reports due from the provider, and necessary adjustments thereto,
have been approved by the Alliance.
2. A final receipt and expenditure report as a closeout report will be forwarded to the
Alliance within sixty (60) days after the contract ends or is terminated. All monies
which have been paid to the provider which have not been used to retire outstanding
obligations of the contract being closed out must be refunded to the Alliance along with
the final receipt and expenditure report,
II. The Alliance Agrees:
Contract Amount
To pay for contracted services according to the conditions of Attachment!. in an amount not to
exceed $360,955, subject to the availability offunds. The Alliance's performance and obligation
to pay under this contract is contingent upon an annual appropriation by the Legislature. The
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01/01/2000
Contract Number
AA029
costs of services paid under any other contract or from any other source are not eligible for
reimbursement under this contract. The schedule of funds awarded to the provider pursuant to
this contract is in state grants and aids appropriations and consists of the following:
Program Title Year Funding Source CFDA# Fund Amounts
Title IIIB Support 2000 U.S, Dept. Of Health and 93,044 $31,874
Services Human Services
Title III C 1 2000 " 93.045 $120,387
Congregate Meals
Title III C2 Home 2000 " 93.045 $178,854
Delivered Meals
Title III DIn-Home 2000 " 93.046 $29,840
Services
TOTAL FUNDS CONTAINED IN TillS $360,955
CONTRACT:
III. Provider and Alliance Mutually Agree:
A. Effective Date:
1. This contract shall begin on January 1. 2000 or on the date the contract has been signed
by both parties, whichever is later.
2. This contract shall end on December 31. 2000.
B. Termination, Suspension and/or Enforcement
The causes and remedies for termination or suspension of this contract shall follow the same
procedures as outlined in Section III. B. And Section III, C, of the Master Agreement.
C. Notice, Contact, and Payee Information:
1. The name, address, and telephone number of the contract manager for the Alliance for
this contract is:
John L. Stokesberry
Alliance for Aging, Inc,
9500 S. Dadeland Boulevard, Suite 400
Miami, Florida 33156
305-670-6500
2
01/01/2000
Contract Number
AA029
2. The name, address, and telephone number of the representative of the provider
responsible for administration of the program under this contact is:
Louis LaTorre
Monroe County Board of Commissioners
5100 College Road
Key West, Florida 33040
(305) 292-4589
3. In the event different representatives are designated by either party after execution of
this contract, notice of the name and address of the new representative will be rendered
in writing to the other party and said notification attached to originals of this contract.
4. The name (provider name as shown on page 1 of this contract) and mailing address of
the official payee to whom the payment shall be made:
Monroe County Board of Commissioners
5100 College Road
Key West, Florida 33040
IN WITNESS THEREOF, the parties hereto have caused this ---2- page contract to be executed
by their undersigned officials as duly authorized,
PROVIDER: MONROE COUNTY
BOARD OF COMMISSIONERS
ALLIANCE FOR AGING, INC.
BOARD PRESIDENT OR
AUTHORIZED DESIGNEE
SIGNEDaSL~:f~
BY: ~
NAME: -.sA.,'r ft." ;C",re...€.Jn cc.-n,.
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TITLE: rn~o r / Chao ,'rm a..n..
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DATE: /~- g- 99
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SIGNED
BY:~~",,\ ~S'\).o~~
NAME: RAMONA FRISCHMAN, EdD
TITLE: PRESIDENT
DATE: \ '1-{'AJd <\ ~
ID NUMBER: 59-6000749
FISCAL YEAR END DATE: 6/30
..tl
01/01/2000
Contract Number
AA029
ATTACHMENT I
OLDER AMERICANS ACT
I. STATEMENT OF PURPOSE
The Older Americans Act Program is a federal program which provides assistance to older
persons.
II. SERVICES TO BE PROVIDED
A. The approved Service Provider Application ofthe for the Older Americans Act funds
for 2000, and any revisions thereto approved by the Alliance, are incorporated by
reference in this contract between the Alliance and the provider and prescribe the
manner in which the provider will meet the requirements ofthe Older Americans Act of
1965, as amended,
B. The services will be provided in a manner consistent with and described in the Service
Provider Application for Older Americans Act for 2000 of the Monroe County Board of
Commissioners and the Department of Elder Affairs Client Services Manual. In the
event this manual is revised, the contract will incorporate any such revision and the
provider will be given a copy of the revisions, The provider agrees to perform the
services of this contract in accordance with all federal, state, and local laws, rules,
regulations and policies that pertain to Older Americans Act funds.
III. METHOD OF PAYMENT - FIXED RATE
A. This is a fixed rate - advance funding contract. Payment shall be on an advance basis in
accordance with the Department of Elder Affairs Client Services Manual and
ATTACHMENT II, All requests for payment and expenditure reports submitted to
support requests for payment shall be on DOEA forms 106L and 105L. Duplication or
replication of both forms via data processing equipment is permissible, provided all data
elements are in the same format as included on department forms,
B. The due date for the request for payment and expenditure reports shall be on the 15th
day of the month following the month being reported,
C. The Alliance shall make payment to the provider for a total dollar amount not to exceed
$360.955, subject to the availability of funds. Rates listed in paragraph B-3 are the
Alliance's share not to exceed 90% of the gross cost per unit of service.
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01/01/2000
Contract Number
AA029
D. The Alliance shall make payment to the provider for provision of services up to a
maxImum number of units of service and at the rate( s) stated below:
Service to be Unit of Unit Maximum Maximum
Provided Service Rate Units Dollars
Information 1 person informed 4.51 100 $451
Referral contact 4,50 80 $360
Homemaker IIIB 1 hour 22.3837 1,387.75 $31,063
Congregate Meals 1 meal 5.78192 20,795 $120,235
Nutrition Ed. Cl 1 presentation 15.20 10 $152
Home Del. Meals 1 meal 5.807557 30,726 $178,443
Nutrition Ed. C2 1 mailout 205.50 2 $411
Homemaker IIID 1 hour 22.2230 1,342.75 $29,840
E. Provider will implement a Modified Spending Authority for the services in Title IIIB.
Provider projects a number of units of service and amount of funds per service and
determines a rate of service.
These figures are only a projection. Provider is to provide service based on clients'
service plans and will not be restricted to providing the services as projected, Additional
budget revisions/contract amendments will not be required to move funding among these
services, with the exception of Screening and Assessment. Total Contract Amount
cannot be exceeded,
F. The provider may request a monthly advance for each of the first two months of the
contract period, based on anticipated cash needs. Detailed documentation justifying cash
needs for advances must be submitted with the signed contract and a copy maintained in
the contract manager's file, All payment requests for the third through the twelfth months
shall be based on the submission of monthly actual expenditure reports beginning with
the first month of the contract. The schedule for submission of advance requests is
A TT ACHMENT II to this contract. Reconciliation and recouping of advances made
under this contract are to be completed by the time the final payment is made. All
advance payments are subject to the availability of funds,
G. A final receipt and expenditure report (closeout report) will be forwarded to the
department within sixty (60) days after the contract ends or is terminated, All monies
which have been paid to the provider and not used to retire outstanding obligations of the
contract being closed out must be refunded to the Alliance along with the final receipt and
expenditure report.
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01/01/2000
Contract Number
AA029
H. Any payment due by the Alliance under the terms of this contract may be withheld
pending the receipt and approval by the Alliance of all financial and programmatic
reports due from the provider and any adjustments thereto.
I. The provider agrees to implement the distribution of funds as detailed in the Service
Provider Application and the Budget Summary, ATTACHMENT III to this contract.
Any changes in the amounts of federal or general revenue funds identified on the Budget
Summary form require a contract amendment.
J. Financial Reports: The provider agrees to provide an accurate, complete and current
disclosure of the financial results of this contract as follows:
1. To submit all requests for payment and expenditure reports according to the
format, schedule and requirements specified in ATTACHMENT I.
2. The completed manual units of service portions of the Older Americans Act
Annual Report, if applicable, are due to the contract manager on or by October 5,
2000, The Alliance and the Department of Elder Affairs will obtain the remaining
Report sections from the Client Information, Registration and Tracking System
(CIRTS).
IV. SPECIAL PROVISIONS
A. Match
The provider will assure a match requirement of at least 10 percent of the cost for all
services. The subcontract provider's match will be made in the form of cash and/or
inkind resources, At the end of the contract period, all Older Americans Act funds
expended must be properly matched,
B. Co-payments for Services
The provider assures Older Americans Act paid staff will not assess nor collect co-
payments from eligible clients for Older Americans Act funded services, Provider may
charge co-payments for services not paid for with Older Americans Act funds to those
persons able to pay part or all of the cost of services.
c. Carry Forward Funds
Federal fiscal year funding provided in this contract is subject to substitution by prior
year's carry forward funds in accordance with procedures established by the Alliance.
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01/01/2000
Contract Number
AA029
D. Outcome Achievement
1. The Alliance and provider will implement the legislatively approved outcome
measures.
2, The Alliance and provider will track outcome achievement on a monthly basis.
Technical assistance will be provided to service providers when achievement
levels drop 1 % or more from the assigned outcome measures. Corrective action
will be required specifying actions the providers will take to bring achievement
levels up to assigned amount if achievement drops 2% or more.
3. The Alliance will monitor implementation of provider strategies toward achieving
outcomes as described in the Service Provider Application for Monroe County
Board of Commissioners.
E. Business Hours
Providers (area agencies and Elder Helplines) must, at a minimum, maintain business
hours from 8:00 AM to 5:00 PM daily, Monday through Friday.
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01/01/2000
Report
Number
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Legend:
Note # 1:
Note # 2:
Note # 3:
Contract Number
CONTRACT REPORT CALENDAR
ADVANCE BASIS CONTRACT
TITLE III
Month
Based On
January
February
March
April
May
June
July
August
September
October
November
December
Advance *
Advance *
January Expenditure Report
February Expenditure Report
March Expenditure Report
April Expenditure Report
May Expenditure Report
June Expenditure Report
July Expenditure Report
August Expenditure Report
September Expenditure Report
October Expenditure Report
November Expenditure Report
December Expenditure Report
Final Payment Request
Closeout Package
*
Advance based on projected cash need,
AA029
ATTACHMENT II
Submit to
State on
This Date
January 1
January 1
February 5
March 5
April 5
May 5
June 5
July 5
August 5
September 5
October 5
November 5
December 5
January 5
February 14
February 29
Submission of expenditure reports mayor may not generate a
payment request. If closeout report reflects funds due back to
the Alliance, payment is to accompany the report.
Reports #1 and #2 for Advance Basis Contracts cannot be submitted
to the Alliance until the contract with the Alliance has been
executed,
A final payment request may be submitted to the Alliance by the
provider up to 45 days after the contract has ended,
The last two months of the provider's fiscal reports covering
actual expenditures should reflect an adjustment repaying
advances for the first two months of the contract,
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01/01/2000
Contract Number
AA029
ATTACHMENT III
BUDGET SUMMARY
2000 OAA BUDGET SUMMARY
Name of Agency: New Horizons Community Mental Health Ctr, Inc.
Contract No. AA021
Distribution of Award by Title
Federal Share
Title III-B
$31,874
Title III C-l
$120,387
Title III C-2
$178,854
Title III-D
$29,840
Title III-F
$0
TOTAL FEDERAL AMOUNT
$360,955
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