Agenda 03/27/2018 Item #16D1203/27/2018
EXECUTIVE SUMMARY
Recommendation to approve after-the-fact submittal of the Request for Proposal (RFP) to the Area
Agency on Aging for Southwest Florida Inc. (AAA) for Lead Agency Designation.
OBJECTIVE: To provide uninterrupted support services to Collier County Services for Seniors’ frail
elderly clients and to ensure dignified and reasonably independent lives. The Lead Agency must be
designated at least once every six (6) years as a result of a competitive procurement conducted through an
RFP and given the authority and responsibility to coordinate some or all of the services, whether directly
or through subcontracts, for functionally impaired elderly persons.
CONSIDERATIONS: The Community Care for the elderly Programs provides a continuum of care
through the development, expansion, and coordination of multiple community-based services for older
people. These funds are received by Collier County through the Florida Department of Elder Affairs and
administered by the AAA.
The purpose of the RFP is to solicit applications from qualified agencies/organizations interested in
providing case management, core service(s) coordination, and other functions required by law for a
Community Care for the Elderly. The Lead Agency must be designated for each community care service
system. The notice of funding was received from the AAA on January 18, 2018. The Services for Seniors
application is due March 2, 2018, prior to the next available Board of County Commissioners (Board)
Meeting. An authorizing resolution is being brought forth as part of the grant requirement.
Collier County CMA #5330 authorizes the County Manager to approve the submittal of grant applications
with subsequent Board action at the next available Board meeting to ratify the approval as “after -the-
fact.”
FISCAL IMPACT: There is no Fiscal impact at this time. Funding is provided by the Federal
Department of Elder Affairs passed through the AAA via annual contracts a for each individual grant
program. The CCE program requires a 10% match and has hi storically been funded by a combination of
Human Services Grant Fund 707 carry forward (as available), clients co-pays, required vendor match and
the General Fund (001). For the current grant award, the County has received funding in the amount of
$1,314,863, and the current match requirement is $97,628. Budget Amendment will also be brought to
the Board at a future meeting after award.
LEGAL CONSIDERATIONS: The Board will have the opportunity to accept or reject the funds if the
grant is approved. Accordingly, this Office has no issue with respect to the legality of this request, which
is appropriate for Board action and requires a majority vote for Board action. - JAB
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To provide after-the-fact-approval for the submittal of a response to the RFP
issued by the AAA to provide community-based services and to prevent unnecessary institutionalization
of functionally impaired elderly persons.
Prepared By: Jody Paley, Grant Coordinator, Community and Human Services Division
ATTACHMENT(S)
1. CM approval of submittal of RFP to AAA (PDF)
2. [linked]RFP 2018 FINAL 3.1.18 (PDF)
16.D.12
Packet Pg. 1287
03/27/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.12
Doc ID: 5037
Item Summary: Recommendation to approve after-the-fact submittal of the Request for Proposal
(RFP) to the Area Agency on Aging for Southwest Florida Inc. (AAA) for Lead Agency Designation.
Meeting Date: 03/27/2018
Prepared by:
Title: Grants Coordinator – Community & Human Services
Name: Jody Paley
03/06/2018 9:47 AM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
03/06/2018 9:47 AM
Approved By:
Review:
Community & Human Services Dora Carrillo Additional Reviewer Completed 03/06/2018 10:18 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 03/07/2018 11:54 AM
Public Services Department Kimberley Grant Additional Reviewer Completed 03/08/2018 12:11 PM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 03/08/2018 3:48 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 03/08/2018 3:53 PM
Grants Erica Robinson Level 2 Grants Review Completed 03/12/2018 9:30 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 03/13/2018 7:51 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 03/14/2018 1:57 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 03/14/2018 3:40 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 03/15/2018 8:52 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/15/2018 3:53 PM
Grants Therese Stanley Additional Reviewer Completed 03/16/2018 1:30 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 03/18/2018 6:22 PM
Board of County Commissioners MaryJo Brock Meeting Pending 03/27/2018 9:00 AM
16.D.12
Packet Pg. 1288
16.D.12.a
Packet Pg. 1289 Attachment: CM approval of submittal of RFP to AAA (5037 : Recommendation to approve submission of RFP to AAA)
TABLE OF CONTENTS
RFP
LEAD AGENCY DESIGNATION SERVICES FOR SENIORS
Collier County Board of Commissioners
March 2, 2018
SECTION I.A SERVICE PROVIDER SUMMARY INFORMATION
SECTION I.A SERVICE PROVIDER SUMMARY INFORMATION COVER PAGE 1
SECTION I.A SERVICE PROVIDER SUMMARY INFORMATION PAGE 2
SECTION I.A.1 SERVICE PROVIDER SUMMARY INFORMATION 3
SECTION I.B SIGNED STATEMENT OF INVOLVEMENT 4
SECTION I.C SIGNED CONTRACT TERMS AND CONDITIONS AFFIDAVIT 5
SECTION I.D ADMINISTRATIVE ASSESSMENT CHECKLIST 6-10
SECTION I.E BIDDER CHECKLIST/PROGRAM AND CONTRACT MODULE REVIEW CHECKLIST 11-12
SECTION I.F STATEMENT ASSURING NO CCE FUNDS USED IN DEVELOPMENT OF RFP 13
SECTION II. A PROGRAM MODULE – GENERAL REQUIREMENTS
SECTION II.A PROGRAM MODULE GENERAL REQUIREMENTS COVER PAGE 14
SECTION II.A.1 DEMOGRAPHICS AND COMMUNITY CARE SERVICE SYSTEM 15-17
SECTION II.A.2 CONSUMER IDENTIFICATION 17-18
SECTION II.A.3 CASE MANAGEMENT. 19
SECTION II.A.4 SERVICES 20
SECTION II.A.5 QUALITY ASSURANCE 21-22
SECTION II.A.6 PROCESS FOR HANDLING AND REPORTING ADVERSE INCIDENTS, CONSUMER
COMPLAINTS, GRIEVANCES AND TERMINATION 22
SECTION II.A.7 REPORTING 22-23
SECTION II.A.8 CLIENT CONFIDENTIALITY & SECURITY 23
SECTION II.A.9 DISASTER PREPAREDNESS 24
SECTION II.A.10 VOLUNTEER PLAN 25
SECTION II.A.11 ORGANIZATIONAL CHART 25
SECTION II.A.12 DESCRIPTION OF SERVICE DELIVERY (BY SERVICE) 26-39
SECTION II.A.13 OBJECTIVES AND PERFORMANCE MEASURES 40-47
SECTION IIA.14.1 2017 PROFILE OF OLDER AMERICANS 48-53
SECTION IIA.14.2 CHS SOP AGING RESOURCE REFERRAL PROCESS 54-57
SECTION IIA.14.3 CHS-SOP APS PROCESS 58-60
SECTION IIA.14.4 APS CIRTS GUIDELINES 61-62
SECTION IIA.14.5 CASE MANAGER TRAINING LOG 63-67
SECTION IIA.14.6 CHS SOP CCE COPAY 68-70
SECTION IIA.14.7 DOEA NOI BACKGROUND SCREENING 71-73
SECTION IIA.14.8 VENDOR MONITORING 74-82
SECTION IIA.14.9 SUBCONTRACT CCE MONITORING SCHEDULE 83-92
SECTION IIA.14.10 CCE ADI SUB CONTRACTS 93-275
SECTION IIA.14.11 SOP QUALITY ASSURANCE 276
SECTION IIA.14.12 STAFF TRAINING LOG 277-280
SECTION IIA.14.13 CONSUMER SATISFACTION 281-286
SECTION II.A.14.14 SOP ON NOTIFICATION OF ADVERSE ACTIONS 287-288
SECTION II.A.14.15 SOP DOCUMENTING REPORTING AND COMPLAINTS 289-296
SECTION II.A.14.16 SOP FOR GRIEVANCE PROCESS 297-301
SECTION II.A.14.17 SOP FOR CIRTS REPORTING 302-307
SECTION II.A.14.18 SOP ON HIPAA 308-313
SECTION II.A.14.19 SS COLLECTION 314
SECTION II.A.14.20 FINGER PRINTING AND BACKGROUND CHECKS CMA 5390 315-318
SECTION II.A.14.21COLLIER COUNTY EMERGENCY RESPONSE PLAN 319-321
SECTION II.A.14.22 SUBCONTRACTOR CONTACTS 322
SECTION II.A.14.23 CC CM HOUSING PLAN 323-330
SECTION II.A.14.24 WEB EOC REFERENCE 331-332
SECTION II.A.14.25 EMERGENCY MANAGEMENT PLAN 333-420
SECTION II.A.14.26 SPECIAL NEEDS REGISTRY FORM 421-424
SECTION II.A.14.27 CHS ORGANIZATIONAL CHART 425
SECTION II.B CONTRACT MODULE – GENERAL REQUIREMENTS
SECTION II.B CONTRACT MODULE – GENERAL REQUIREMENTS COVER PAGE 426
SECTION II.B.1 PERSONNEL ALLOCATION WORKSHEET 427-439
SECTION II.B.2 UNIT COST WORKSHEET 440-445
SECTION II.B.3 SUPPORTING BUDGET SCHEDULE BY PROGRAM ACTIVITY 446-450
SECTION II.B.4 COMMITMENT OF CASH DONATION 451
SECTION II.B.5 COMMITMENT FOR DONATION OF BUILDING SPACE 452
SECTION II.B.6 COMMITMENT OF IN-KIND CONTRIBUTION OF SUPPLIES 453
SECTION II.B.7 COMMITMENT OF IN-KIND CONTRIBUTION OF EQUIPMENT 454
SECTION II.B.8 COMMITMENT OF IN-KIND CONTRIBUTION OF SERVICES 455
SECTION II.B.9 COMMITMENT OF IN-KIND VOLUNTEER PERSONNEL AND TRAVEL 456
SECTION II.B.10 AVAILABILITY OF DOCUMENTS 457
SECTION II.B.11 CONTRACT MODULE METHODOLOGY NOTES 458
SECTION I. A
SERVICE PROVIDER SUMMARY
INFOR MATION
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2
3
4
5
Page 1 of 5
SECTION l.D
Administrative Assessment Checklist
Agency: Collier County Board of Commissioners Date: March 2, 2018
Address: 3339 Tamiami Trail East, Suite 211
Naples, FL 34112
No. of Employees: Community & Housing
Staff - 45,
Services for Senior Staff - 10
No. of Business Locations: 2
Director's Name: Kimberley Grant
Administrative Assessment: An assessment of your organization's managerial,
financial, and administrative capabilities will be made partially on the basis of
your response to the following questions. If response other than "yes" or "no"
needs to be made, please reference the appropriate question and give your
response on a separate page. This information must be completed and returned
with your response to our Request for Proposals.
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VII-2
1. Property Management
YES NO OTHER
a. Are property records which describe the
equipment, including the item number, the
manufacturer's model number, equipment
identification number, grant or contract
identification number, acquisition date,
location and condition of equipment
maintained? x _ _
2. Procurement
a. Are written purchasing policies for
procurement of supplies, equipment,
construction, and other services on
file?
X
b.
Is a code of conduct in writing maintained
which governs performance of the officers,
employees or agents engaged in procurement
which states that they will avoid any
conflict of interest?
x _
_
3. Accounting
a. Are financial reports prepared monthly
for internal management purposes?
x _
_
b. Does an independent auditor perform
a certified audit annually?
x _
_
c. Are basic books of accounting
maintained?
x _
_
(1) General ledgers
(2) Project ledgers
(3) Accounts receivable/cash
receipt journal
(4) Accounts payable/cash
disbursement journal
x _
x _
x _
x _
_
_
_
_
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YES NO OTHER
d. Is there adequate segregation of duties among personnel
in accounting functions listed below?
(1) Is payroll prepared by someone other than the
timekeepers and persons who deliver paychecks
employees?
x _
_
(2) Are duties of the bookkeeper
separate from cash-related
functions?
x _
_
(3) Is the signing of checks limited
to those authorized to make
disbursements and whose duties
exclude posting and recording of
cash received?
x _
_
(4) Are personnel performing disburse-
ment functions excluded from the
purchasing, receiving, inventory,
and general ledger services?
x _
_
4. Revenue
a. Are receipts recorded in a cash receipt
journal by individual cost centers?
x _
_
b. Is an equitable system of allocating fees and
other third party payments to funding
sources used when two or more sources are
involved?
x _
_
c. Do controls exist to ensure that all
appropriate costs for eligible service
provisions are billed to third party
payers in a timely manner?
x _
_
d. Are there guidelines for assessing fees? x _ _
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YES NO OTHER
e. Are these guidelines known to the book-
keeper/cashier?
x _
_
f. Is every effort extended to collect fees? x _ _
g. Are uncollectible write-offs approved by a
responsible official?
x _
_
h. Are all checks marked "For Deposit Only"
immediately upon receipt? x _ _
i. Are receipts deposited on a regular basis? x _ _
5. Expenditures
a. Are expenditure entries posted by cost
centers?
x _
_
b. Is there a system for allocating direct
cost when the project is funded by two or
more sources?
x _
_
c. Are there written procedures for making
refunds to clients, third party payers
and others?
x _
_
d. If non-profit, does the agency have a
tax exempt number?
x _
_
e. Are written travel policies maintained? x _ _
f. Are time and attendance records kept for
all employees by program, by funding
source?
x _
_
g. Are Federal quarterly payroll tax forms
(U.S. 941) submitted in a timely manner?
x _
_
h. Are individual payroll records maintained
on each employee?
x _
_
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YES NO OTHER
6. Disbursements
a. Are checks issued in pre-numbered sequential
order and are all applicable check numbers
accounted for? x _ _
b. Are banks notified in writing when
authorized check signers terminate
employment with the provider? x _ _
c. Are ledgers/journals reconciled to bank
statements on a monthly basis?
x _
_
d. When not in use, are checks locked in a
secure cabinet?
x _
_
e. Is it prohibited to make disbursements
for cash receipts?
x _
_
f. Are cash receipts from accounts
receivable or other sources mixed with
petty cash funds?
_
x_
g. Are disbursements from petty cash
documented by approved supporting
invoices?
_
_
x-NA
7. Personnel
a. Are personnel policies in writing and
approved by appropriate authority?
x _
_
b. Are job descriptions provided to all
employees at time of initial employment?
x _
_
c. Are job descriptions on file for all
positions?
x _
_
d. Is each staff member appraised on
performance, at least annually?
x _
_
e. Are staff members asked to review and
comment on their evaluation?
x _
_
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12
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SECTION II.A
PROGRAM MODULE
GENERAL REQU IREME NTS
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19
20
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Interview/Intakes, APS Records, Community Care Services, CIRTS, and Caregiver and
Coordination Training.
2. Case Management Staff 2018 Training Lesson Topics:
Jan Legislative Senior Issues, Critical Reporting
Feb Palliative and Hospice Care
Mar 701B Assessment/EARS Philips Lifeline
Apr Alzheimer’s Disease
May Mental Health Needs of the Elderly
Jun Fall Prevention/Home Modifications
Jul Hidden Health Concerns of Seniors
Aug Elder Abuse/Identity Theft/ FCOA Annual Conference
Sep Care Plans/CIRTS Data Entry
Oct Annual AAA/DOEA Training
Nov Incidents, Grievances, Complaints/Annual LCA Conference
Dec HIPAA Training
3. Current Case Management Training Log, including the 701B Training (See SPA Appendix 12
and 5). CHS assures that all case managers are current and have exceeded the required
training for their case management positions.
e. Consumer Satisfaction
1. CHS Services for Seniors Program takes great pride in the services that are delivered to our
clients. Every effort is made to accommodate the client, caregiver and family when
providing case management, in‐home services, adult day care, facility respite and supplies.
Every client complaint is documented and both the case manager and manager contact the
client; the manager contacts the vendor and informs the vendor of the client dissatisfaction
and if unable to resolve the issue, the case manager enlists another vendor from the
vendor rotation list to ensure client satisfaction. Manager formally meets with the vendor
who has not be able to accommodate the client complaint. (See SPA Appendix 13)
II.A.6. Process for Handling & Reporting Adverse Incidents, Consumer Complaints, and Grievances and
Termination
a. Adverse Incidents: Proper Notification is required when an adverse action affecting a client’s
benefits or services is intended to be taken by the agency. (See SPA Appendix 14)
b. Consumer Complaints: Services for Seniors staff are required to document, report and address all
complaints made to them by clients and/or vendors. (See SPA Appendix 15)
c. Grievances and Terminations: Each client served by the Area Agency on Aging for Southwest
Florida has the right and ability to grieve any decision made by the Lead Agency regarding or
affecting his/her services. (See SPA Appendix 16)
II.A.7. Reporting
a. CHS Case Managers are responsible for entering the 701B assessment into CIRTS at the time the
assessment is being completed with the client face to face in their home and again in 6 months
during the semi‐annual assessment. The Case Manager will be responsible for entering the Care
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Plan and Enrollment data in CIRTS within 48 hours to ensure timely billing for case management
hours and service units. (See SPA Appendix 17)
b. Services for Seniors utilizes DOEA CIRTS reporting to maintain operations as the lead agency.
CIRTS reporting provides CHS with the number of clients and served and amount of services that
are being received. Outcome Measures are vital in providing the data show client’s ranking and
priority have lowered with services in place. (See SPA Appendix 17)
c. Services for Seniors runs the following CIRTS reports monthly on the tenth of the following
month. Corrections and exceptions are reviewed by the Manager with each case manager.
Assessment Due, Incomplete Assessment, Assessment Inconsistencies, Outcome Measures,
Current Active Clients by Program or Provider, and Priority Ranking for APCL Clients. Fiscal runs
seven (7) additional reports listed in the Standard Operating Procedure on CIRTS Reporting. (See
SPA Appendix 17)
d. Services for Seniors adheres to the policies and procedures implemented by AAA to ensure
timely and accurate reporting. (See SPA Appendix 17)
II.A. 8. Client Confidentiality and Security
a. CHS ensures consumer information confidentiality by all employees, service providers as
required by state and federal laws. CHS Manager meets with each employee in the entire CHS
division to provide an in‐ service training on the confidentiality of information for the senior
clients. Each employee reads the CHS Standard Operating Procedure on the Health Insurance
Portability and Accountability Act (HIPAA), the Collier County CMA #5207 Sanctions for Failure
to Comply with HIPAA Policies and signs the Collier County & Human Services Policy on
Confidentiality. (See SPA Appendix 18)
b. CHS ensures that clients are notified of the purpose for collecting social security number in
compliance with section 119.071 (5), F.S. Whenever possible, a client’s CIRTS identification
number is used in reporting and not their social security number. Service authorizations sent to
the vendor never include the client’s social security number. Case Managers provide each client
annually the CHS Notice of Privacy Practices brochure and reviews the information with the
client (See SPA Appendix 19)
c. CMA 5390 Fingerprinting/Background Checks. See SPA Appendix 20
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f. Coordination for Special Needs Clients: Collier County maintains a Special Needs Registry in
collaboration with the State of Florida which is updated annually in the event of incident/disaster.
Collier County with the Collier County Health Department provides special medical sheltering and/or
transportation to a special needs shelter for critical care patients who need supervision and who
cannot stay in a traditional shelter. Annually, case managers discuss with their senior clients
whether they would like to register for a special needs shelter placement and/or renew their annual
application. Once the special needs registry form is completed, the case manager submits the form
to the Emergency Management for registration. In the event of an upcoming incident/disaster, the
case manager contacts the senior to verify their shelter plans and if they will need transportation to
the shelter so the best plan can be developed to help the senior to stay in a safe environment. (See
SPA Appendix 26)
II.A.10. Volunteer Plan
a. The CHS Services for Seniors program does not utilize volunteers currently in assisting our
program’s functions since case management is a specific, professionally trained service. Collier
County would not be able to use volunteers for positions that they are currently funded by Collier
County. If in the future volunteers could provide a range of services to assist the elderly person
with shopping, companionship and assistance with completing household tasks. The program
would provide and arrange training and supervison to ensure the delivery of quality services. The
program would provide secure background checks, fingerprinting and and personal liability. Our
seniors do benefit from Volunteers that are utilized by other community programs that CHS works
with to serve seniors.
II.A.11. CHS Organizational Chart
a. CHS currently has a total of forty‐five (45) employees. The services for Seniors program has one
manager, three full time case managers, one grant coordinator, one grant support specialist, one
accountant and three additional staff that assist with the fiscal grant component. (See SPA
Appendix 27)
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
REQUEST FOR PROPOSAL (RFP)
FOR
SERVICES FOR SENIORS PROGRAM
SOLICITATION NO.: 18-7300
EVELYN COLON, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-8407
evelyn.colon@colliercountyfl.gov (Email)
This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations
to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
93
SOLICITATION PUBLIC NOTICE
REQUEST FOR PROPOSAL (RFP)
NUMBER:
18-7300
PROJECT TITLE: Services for Seniors Program
POST DATE:
DUE DATE & TIME:
PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FL 34112
All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:
https://www.bidsync.com/bidsync-cas/
INTRODUCTION
As requested by the Community and Human Services Division (hereinafter, the “Division or Department”), the Collier County
Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal
(hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms,
conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications
or Scope of Work stated.
The results of this solicitation may be used by other County departments once awarded according to the Board of County
Commissioners Procurement Ordinance.
Historically, County departments have spent approximately $11 million dollars over five (5) years; however, this may not be
indicative of future buying patterns.
BACKGROUND
The purpose of this solicitation is to secure vendors for the provision of home and community-based services, to be delivered to
persons sixty years and older under OAA, CCE and HCE, and to qualified persons eighteen years or older under ADI, within the
geographic area of Collier County. Unless otherwise stated, minimum hours of availability are 7:00 am to 5:00 p.m. Monday
through Saturday, except for federal and state holidays. Respite services and emergency services must be available 24 hours/day,
365 days/year if needed.
TERM OF CONTRACT
The contract term, if an award(s) is/are made is intended to be for two (2) years with two (2) two (2) year renewal options. Prices
shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such
charges should be incorporated into the pricing structure.
The County intends to review all costs submitted within each of the services outlined, and compare those rates with a “market
basket” comparison identified by the County. The County shall determine after comparing all of those rates, the final service
common rate offered to the selected proposer. The County intends to award multiple providers within each service; however,
the rate paid to each of those providers will be a common rate per service.
The County intends to award a contract that expires on June 30, 2024. The contract term, if an award(s) is/are made is intended
to be for two (2) years with two (2) two (2) year renewal options. The maximum possible duration for any contractor under this
RFP for OAA, ADI, CCE and HCE funding will be through June 30, 2024. As outlined in the regulations pertaining to this
funding source, the County requires each vendor must contribute a cash or in-kind match of no less than 10% for the Community
Care for the Elderly (CCE) and Older American Act (OAIIIB) Programs and no match is required for the Home Care for the
Elderly (HCE) and Alzheimer’s Disease Initiative Program (ADI).
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DETAILED SCOPE OF WORK
The purpose of this solicitation is to secure vendors for the provision of home and community-based services, to be delivered to
persons sixty years and older under CCE and HCE, and to qualified persons eighteen years or older under ADI, within the
geographic area of Collier County. Unless otherwise stated, minimum hours of availability are 7:00 am to 5:00 p.m. Monday
through Saturday, except for federal and state holidays. Respite services and emergency services must be available 24 hours/day,
365 days/year if needed.
Definitions, standards, and requirements of these services are included in the 2012 Department of Elder Affairs’ Home
and Community-Based Services Handbook (DOEA Handbook).
Those interested in providing the services detailed below must adhere to all requirements in this RFP, in addition to maintaining
adherence with the guidelines set for the by the then current DOEA Handbook. Lack of knowledge of all requirements of a
service listed in the proposal SHALL NOT relieve the provider of liability and obligations under the agreement.
Collier County shall serve as the Lead Agency for service authorization and coordination. In an effort to comply with the
requirements of the ADI, CCE and HCE Programs, clients entering the service system will be assessed and prioritized by the
Lead Agency. Upon determination of the service level to be provided, the Lead Agency will offer the client a listing of service
vendors for the specific service(s) outlined within their care plan.
The client will be encouraged to pick a service provider of their choice, and have the option of interviewing potential service
providers. Should the client not have a preference, the Lead Agency will select a service provider from the centralized provider
list, using a rotation basis (rotating to the next vendor on the list). In this manner, all service providers will be equally treated
unless the client has a preference. The Lead Agency shall not endorse one service provider over another.
Upon the determination of the service, the service levels, and the selected vendor, the Lead Agency will contact the vendor
agency, and authorize the service, number of hours, and frequency. In keeping with the state policy of client (client) choice of
service providers, Collier County does not guarantee a minimum or maximum number of clients that will be referred, nor a
minimum or maximum number of service hours that will be requested during the contract period.
Should a client later indicate dissatisfaction with the chosen service provider, they will again be offered their choice of the r The
Lead Agency shall send the agreed-upon Service Authorization to the chosen provider. These “service authorizations” or “service
orders” must contain necessary client information, such as street address, telephone number, and services or items needed, as
well as the name and telephone number of the Lead Agency case manager authorizing the service. In order to meet client needs,
some services may be required outside of normal office hours (8:00 AM to 5:00 PM, Monday - Friday).
The Lead Agency reserves the right to request adding additional service providers throughout the resultant agreement period.
The County may do so through a competitive and publicly announced selection process, which shall be coordinated through the
County’s Purchasing Department. Services shall be provided in the manner described in the then current DOEA manual, and
outlined herein. Services covered by this agreement include, but are not limited to (should funding for additional Senior Services
be identified, the County reserves the right to add to the resultant agreements the services, descriptions, rates, etc. by way of a
contract addendum):
1. Adult Day Care: A program of therapeutic social and health activities and services provided to adults who have functional
impairments, in a protective environment that provides as non-institutional an environment as possible.
2. Chore: Performance of routine house or yard tasks including such jobs as seasonal cleaning, yard work, lifting and moving
furniture, appliances, or heavy objects, household repairs which do not require a permit or specialist, and household maintenance.
Pest control may be included when not performed as a distinct activity.
3. Enhanced Chore: This service is beyond the scope of chore due to the level of service needed. The service includes a more
intensified, thorough cleaning to address more demanding circumstances.
4. Companion: Visiting a client who is socially and/or geographically isolated, for the purpose of relieving loneliness and
providing continuing social contact with the community by casual conversation, providing assistance with reading, writing
letters, entertaining games, escorting a client to a doctor’s appointment, and other diversional activities, such as going to the
movies, the mall, the library, or grocery shopping; these activities are not permitted to solely provide transportation to another
service, but to accompany the client during such activities, and provide assistance and/or supervision as necessary. This service
is non-medical care. May assist the client with tasks such as meal preparation, laundry and shopping; however these tasks shall
be assistive and companionship in nature.
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5. Homemaking: Specific home management duties including housekeeping, laundry, cleaning refrigerators, clothing repair,
minor home repairs, assistance with budgeting and paying bills, client transportation, meal planning and preparation, shopping
assistance, and routine house-hold activities by a trained homemaker.
6. Shopping Assistance: Assisting a client in getting to and from stores or shopping on behalf of a client; and includes proper
selection of items to purchase. The service also includes storing purchased items upon return to the client’s home. And individual
Shopping Aide may assist mor than one client during a shopping trip.
7. Personal Care: Assistance with eating, dressing, personal hygiene and other activities of daily living. This service may include
assistance with meal preparation, housekeeping chores such as bed making, dusting, and vacuuming incidental to the care
furnished or essential to the health and welfare of the individual. Personal care can include accompanying the client to clinics,
physician office visits, or trips for the purpose of health care provided that the client does not require special medical
transportation. Personal care can also include shopping assistance to purchase food, clothing, and other items needed for the
client’s personal care needs.
8. In Home Respite (funded by CCE, HCE, ADI) – Relief or rest for a primary caregiver from the constant/continued supervision,
companionship, therapeutic and/or personal care, of a functionally impaired older person for a specified period of time.
9. Escort: Personal accompaniment and assistance to a person who has difficulties (physical or cognitive) using regular vehicular
transportation. The accompaniment and assistance is provided to individuals to or from serviced providers, medical
appointments, or other destinations needed by the client.
10. Skilled Nursing (funded by CCE, HCE) - part-time or intermittent nursing care administered to an individual by a licensed
practical nurse, registered nurse, or advanced registered nurse practitioner, in the client’s place of residence, pursuant to a care
plan approved by a licensed physician.
11. Emergency Alert Response Services (EARS) (funded by CCE) - Emergency alert/response service is defined as a community
based electronic surveillance service which monitors the frail homebound elder by means of an electronic communication link
with a response center.
12. Specialized Medical Equipment, Services, and Supplies (funded by CCE, HCE, ADI) Adaptive devices, controls, appliances,
or services, which enable individuals to increase their ability to perform activities of daily living and repair of such services
which may include: dentures, walkers, reaching devices, bedside commodes, telephone amplifiers, touch lamps, adaptive eating
equipment, glasses, hearing aids, and other mechanical or non-mechanical, electronic, and non-electronic adaptive devices.
Supplies may include such things as adult briefs, bed pads, oxygen or nutritional supplements.
13. Facility Respite (funded by CCE) – 24 hour care in a State of Florida Licensed Nursing
14. Establish protocols for contacting Lead Agency Case Managers in emergency or unusual circumstances, and include
the documentation requirements (oral and written) in the Service Provider Application.
15. Provide disaster response protocols, plans and services: In the event of a natural disaster (hurricane, tropical storm,
tornado, flood, heat wave, etc.), the provider will have staff available to serve those clients in critical need of services, as
designated by the Lead Agency Case Managers.
16. Establish a client grievance process: Each service provider agency must have a policy addressing client grievances and/or
complaints.
17. Establish and provide staff training: All services provided with funding from DOEA require service delivery personnel to
have general pre-service orientation and training specific to the service being provided. Lead Agencies are responsible for
provision of the pre-service training (on program and billing requirements, in particular) for all paid staff, volunteer staff and
assigned staff of service providers.
Pre-service orientation also must include:
• An overview of the aging process
• An overview of the aging network
• Communication techniques with the elderly
• Observation of abuse, neglect, exploitation and incident reporting
• Local agency service procedures and protocol
• Client confidentiality.
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NOTE: All “hands-on” service personnel must receive training emphasizing the necessity of Universal Precautions. Home
Health Aides must have documentation of successful completion of 40 hours required training, and CNAs must have on file a
copy of their State of Florida certification. In-service training hours and topics are to be provided at the discretion of the service
provider agency and shall meet state requirements.
18. Compile and report program service delivery statistics and other data as identified by the Lead Agency. These are reported
to the Area Agency on Aging and Department of Elder Affairs in accordance with the reporting requirements developed by the
Department. Lead agencies are responsible for entry of data in the Client Information and Registration Tracking System (CIRTS),
which generates payment to the service provider agency. Therefore, service provider agencies are required to provide Lead
Agencies with correct and timely service data to comply with these requirements. Timely submission is considered to be
no later than noon on Wednesday of the week following the week services are performed (service week defined as Monday
through Sunday).
19. Maintain complete and accurate records: Service delivery logs, at a minimum, must be legible and contain the name of
client, type/s of services and date/s and hour/s of delivery. The client/caregiver must sign the log at the time of each service visit.
The service worker must sign and date the log upon completion, and submit it to the service provider agency.
20. Provide complete, clear and accurate invoices: Weekly invoices must be submitted by noon on the Wednesday following
the week that the service was provided and shall include service provided. The service week is defined as Monday through
Sunday. Monthly reporting requirements for CIRTS dictate that all client and service data for the previous month to be entered
into CIRTS by the 9th day of the month. Collier County “Services for Seniors” will coordinate with vendors to determine
due dates for invoices. This will insure compliance with DOEA reporting requirements. Failure to record or report units
of service will result in nonpayment (or delayed payment) for such services.
Data required on weekly invoices and weekly timesheets include:
• Vendor name
• Vendor address
• Vendor telephone number
• Client name
• Service Provider employee who delivered the service(s)
• Services ordered and services delivered date
• Number of service hours, cost per hour and total cost
• Person preparing the report and the date it was prepared
• Weekly timesheets signed and dated by the client and Service Provider employee
21. Prepare for annual on-site compliance audits by the Lead Agency or members of the Collier County staff as directed by
the Lead Agency or grant requirements.
REQUEST FOR PROPOSAL (RFP) PROCESS
1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Section 5.0 Grading
Criteria for Development of Shortlist, which will be the basis for short-listing firms.
The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated
and scored by the COUNTY. The COUNTY will then grade and rank the firms and enter into negotiations with the top
ranked firm to establish cost for the services needed. With successful negotiations, a contract will be developed with
the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County
Commissioners.
1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process.
1.3 The intent of the scoring of the qualifications proposal is for respondents to indicate their interest, relevant experience,
financial capability, staffing and organizational structure.
1.4 Based upon a review of these qualification proposals, the COUNTY will rank the Proposers based on the discussion
and clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the
top ranked Proposer.
1.5 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm,
negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a
contract cannot be successfully negotiated with the firm ranked second, negotiations with that firm will be formally
terminated and negotiations shall begin with the third ranked firm, and so on. The COUNTY reserves the right to
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negotiate any element of the proposals in the best interest of the COUNTY.
GRADING CRITERIA FOR DEVELOPMENT OF SHORTLIST:
1.6 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to
score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of
marketing materials. Proposals must address the following criteria:
Evaluation Criteria Maximum Points
1. Cover Letter / Management Summary 5 Points
2. Certified Minority Business Enterprise 5 Points
3. Organizational Capabilities 20 Points
4. Financial & Resource Capabilities 30 Points
5. General Service Delivery 20 Points
6. Cost of Services 20 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work
previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-
four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial
system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is
invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be
determined based on random selection by the Procurement Services Director before at least three (3) witnesses.
-----------------------------------------------------------------------------------------------------------------------------------------------------
Each criterion and methodology for scoring is further described below:
EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points, 2 Page Limit)
Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing
the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning
proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this
RFP.
Submit proposer’s Agency for Health Card Administration (AHCA) Certification: If certification is not provided at time
of proposal submission, the firm will be deemed non-responsive.
Indicate by selecting any one, or multiple services which the proposer is interested in providing to the County (descriptive
information is outlined in the above scope of work.
Item
Services
Interested in
Providing Service
(Place X)
Not Interested in
Providing Service
(Place X)
1. Adult Day Care
2. Chore
3. Chore (Enhanced)
4. Companionship
5. Emergency Alert Response Services EARS
6. Homemaking
7. Medication Management
8. Personal Care
9. Pest Control
10. Respite (Facility Based)
11. Respite (In-home)
12. Specialized Medical Equipment, Services, and
Supplies
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13. Skilled Nursing
EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points)
Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority
Business Enterprise.
EVALUATION CRITERIA NO. 3: ORGANIZATIONAL CAPABILITY (20 Total Points, 10 Page Limit)
In this tab, include five (5) references from clients of similar scope of services. Provide name, contact name, phone number,
address and years performing.
1. The proposer has received license from Agency for Health Care
Administration (AHCA).
Provide evidence of license.
Yes/No
2. The proposer has by-laws which describe how business will be
conducted.
3. The proposer has the appropriate license for the services it
intends to provide to Collier County.
Provide license evidence.
4. Board members are required to sign a conflict of interest
statement.
5. The proposer has a written business plan that is updated
regularly.
6. Organizational Chart: Proposer has to provide a copy of the
organizational chart indicating lines of authority and permanent and
full time positions
Provide evidence.
7. Total number of years that the proposer has been in business.
8. Proposer has supervisory staff on call 24 hours per day/ 365 days
per year.
9. Proposer’s Owner/Operator license has never been denied, suspended
or revoked by Medicare, Medicaid, any Federal and/or any State
Agency.
If yes, please attach a letter or explanation
EVALUATION CRITERIA NO 4: FINANCIAL AND HUMAN RESOURCES CAPABILITIES (30 Total Points)
Complete each of the items below in the format requested, and calculate the totals as indicated. Submit evidence of
documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-
responsive.
1. Proposer maintains daily, monthly and annual financial records of
payroll, benefits, operating and capital equipment.
Yes/No
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2. Proposer prepares annual 1099 forms for all employees.
3. Proposer has a certified public accountant or an independent
accounting/auditing firm to prepare financial records.
4. Proposer uses an accounting software product.
5. Proposer has an accounting staff produce monthly financial
statements.
6. Proposer has annual audit completed.
Provide copy recently completed .
7. Proposer has written recruitment policy
8. Proposer provides criminal background check for employees on this
contract
9. Proposer conducts formal orientation for all new staff.
10. Proposer distributes written personnel policies to staff
11. Proposer distributes written personnel policies
12. Workman's Compensation Policy information clearly posted for staff
13. Proposer maintains written, signed Job Descriptions
14. Proposer’s employees are evaluated at least annually in writing
15. Proposer has written hiring practices
16. Proposer has written retention policies
17. Proposer has formal progressive disciplinary procedures.
18. Proposer has written policies regarding theft and falsification of time
sheets
19. Proposer has policy to prevent fraud and formalized methods to report
suspected incidents.
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20. Agency has written disaster plan.
EVALUATION CRITERIA NO 5: GENERAL SERVICE DELIVERY (20 total points)
1. Proposer maintains a formal record of in-services, available
for review.
Yes/No
2. Proposer maintains copies of training schedule for last year,
available for review.
3. Proposer maintains sign in sheets for in-service training, available for
review.
4. Proposer maintains evidence of attendance and completion
in employee files.
5. Proposer has copies on file of training materials.
6. Proposer has written Quality Assurance plan.
Provide plan.
7. Proposer surveys clients for satisfaction in writing at least once per
year.
Provide sample.
8. Proposer analyzes surveys and uses reports for transmission
to administration and to employees.
9. Proposer incorporates results of Quality Assurance activities to
annual plan.
10. Proposer has Quality Assurance Committee as standing
subcommittee of Board
11. Proposer has written policy for reporting incidents.
Provide copy and a sample of the incident report
12. Proposer has formal training for staff regarding reporting of suspected
cases of abuse or neglect.
13. Proposer maintains anti-discrimination policies related to service
consumer
14. Proposer has written policy regarding consumers rights.
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15. Proposer has written system for registering consumer’s complaints.
16. Proposer has written policy to follow up on consumers complaints.
17. Proposer has written description of how service is delivered from point
of request through provision and termination.
Provide copy.
18. Proposer has written procedures for assuring
confidentiality of consumer records.
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EVALUATION CRITERIA NO. 6: COST OF SERVICES TO THE COUNTY (20 Total Points)
In this tab, include but not limited to Total Cost Per Service Unit and Reimbursement Rat Per Unit to Supplier
Item
Services
Grant
Service Unit
Total Cost Per
Service Unit
Reimbursement Rate
Per Unit to Supplier
1. Adult Day Care ADI, CCE, OAA Per Hour
2. Chore ADI, CCE, OAA Per Hour
3 Enhance Chore ADI, CCE, OAA Per Hour
4. Companion ADI, CCE, OAA Per Hour
5. Emergency Alert
Response
ADI, CCE, OAA Per Day
6. Homemaking ADI, CCE, OAA Per Hour
7. Medication
Management
ADI, CCE, OAA Per Hour
8. Personal Care ADI, CCE, OAA Per Hour
9. Pest Control ADI, CCE, OAA Per Hour
10. Respite (Facility Based) ADI, CCE, OAA Per Hour
11 Respite (In-Home) ADI, CCE, OAA Per Hour
12.
Specialized Medical
Equipment, Services,
and Supplies
ADI, CCE, OAA Per Episode
12. Skilled
Nursing
CCE Per Hour
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LINE ITEM EXPENSES Adult Day Care Chore Chore Enhanced Companionship Emergency Alert Response Homemaking Medication Management Personal Care Pest Control Respite (Facility -based) Specialized Medical Equipment, Skilled Nursing Wages
Fringe
Education/Training
Travel
Utilities
Prining & Supplies
Communications
Maintenance & Repair
Equipment
Healthcare Providers
Membership & Dues
Fleet
Food and Food
Supplies
Other
COSTS
Number of Billing Units (estimated)
Unit Cost (Actual Cost)
Company
Proposer Name
Proposer Signature
Date
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INSURANCE AND BONDING REQUIREMENTS
Insurance / Bond Type Required Limits
1. Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government
Statutory Limits and Requirements
Evidence of Workers’ Compensation coverage or a Certificate of Exemption issued
by the State of Florida is required. Entities that are formed as Sole Proprietorships
shall not be required to provide a proof of exemption. An application for exemption
can be obtained online at https://apps.fldfs.com/bocexempt/
2. Employer’s Liability
$___________ single limit per occurrence
3. Commercial General
Liability (Occurrence Form)
patterned after the current
ISO form
Bodily Injury and Property Damage
$_______________single limit per occurrence, $2,000,000 aggregate for Bodily Injury
Liability and Property Damage Liability. This shall include Premises and Operations;
Independent Contractors; Products and Completed Operations and Contractual
Liability.
4. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor shall defend,
indemnify and hold harmless Collier County, its officers and employees from any and
all liabilities, damages, losses and costs, including, but not limited to, reasonable
attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness,
or intentionally wrongful conduct of the Contractor/ Vendor or anyone employed or
utilized by the Contractor/Vendor in the performance of this Agreement.
5. Automobile Liability $_________ Each Occurrence; Bodily Injury & Property Damage,
Owned/Non-owned/Hired; Automobile Included
6. Other insurance as noted:
Watercraft $ __________ Per Occurrence
United States Longshoreman's and Harborworker's Act coverage shall be maintained
where applicable to the completion of the work.
$ __________ Per Occurrence
Maritime Coverage (Jones Act) shall be maintained where applicable to the
completion of the work.
$ __________ Per Occurrence
Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each
occurrence if applicable to the completion of the Services under this Agreement.
$ __________ Per Occurrence
Pollution $ __________ Per Occurrence
Professional Liability $ ___________ Per claim & in the aggregate
Project Professional Liability $__________ Per Occurrence
Valuable Papers Insurance $__________ Per Occurrence
Cyber Liability $__________ Per Occurrence
Technology Errors & Omissions $__________ Per Occurrence
7. Bid bond
Shall be submitted with proposal response in the form of certified funds, cashiers’ check
or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal
bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the
Collier County Board of County Commissioners on a bank or trust company located in
the State of Florida and insured by the Federal Deposit Insurance Corporation.
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8. Performance and Payment
Bonds
For projects in excess of $200,000, bonds shall be submitted with the executed contract
by Proposers receiving award, and written for 100% of the Contract award amount, the
cost borne by the Proposer receiving an award. The Performance and Payment Bonds
shall be underwritten by a surety authorized to do business in the State of Florida and
otherwise acceptable to Owner; provided, however, the surety shall be rated as “A-“ or
better as to general policy holders rating and Class V or higher rating as to financial size
category and the amount required shall not exceed 5% of the reported policy holders’
surplus, all as reported in the most current Best Key Rating Guide, published by A.M.
Best Company, Inc. of 75 Fulton Street, New York, New York 10038.
9. Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The
same Vendor shall provide County with certificates of insurance meeting the required insurance provisions.
10. Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial General
Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained
by, or available for the benefit of, the Additional Insured and the Vendor’s policy shall be endorsed accordingly.
11. The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County
Commissioners in Collier County, OR Collier County Government, OR Collier County. The Certificates of Insurance must state
the Contract Number, or Project Number, or specific Project description, or must read: For any and all work performed on behalf
of Collier County.
12. Thirty (30) Days Cancellation Notice required.
________________________________________________________________________________________
Name of Firm
_______________________________________ Date _____________________
Vendor Signature
____________________________________________________________________
Print Name
____________________________________________________________________
Insurance Agency
____________________________________________________________________
Agent Name
_______________________________________ Telephone _________________
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Current Organization
Chart FY18
Kimberley Grant
Director
Community and Human Services
(130)
Steve Carnell
PUBLIC SERVICES
(135)
111, 116/ 138759, 138711
HOUSING AND GRANT DEVELOPMENT
Housing Manager (122) Cormac Giblin
Senior Grant and Housing Coor (121) Hilary Halford
Operations Analyst (119) Jason Rummer
Senior Grant and Housing Coor (121) Susan Golden
001, 705/155910, 138705
MONITORING AND COMPLIANCE
Compliance Supervisor (121) Cynthia Kemner
Operations Coordinator (114) Wendy Klopf
-------------------------------------------------------------------------
Operations Analyst (119) Margo Castorena
Senior Accountant (121) Nancy Mesa
001, 705,707,791/155910,138705,155970,138759
ACCOUNTING AND FINANCIAL OPS
Accounting Supervisor (123) Maggie Lopez
----------------------------------------------------------------------------
Senior Accountant (121) Blanca AquinoLuque
Accountant (118) Leslie Davis
Accountant (118) Dory Carillo
Accountant (118) Jose Alvarado
Accountant (118) Akiko Woods
Grant Coordinator (120) Jody Paley
Accounting Tech (116) Ana Diaz
001,705,707,791/155910,138705,155970,138759
STATE AND FEDERAL GRANTS OPERATIONS
Manager (123) Kristi Sonntag
Operations Coordinator (114) Michelle Rubbo
----------------------------------------------------------------------------
Grant Coordinator (120) Dawn Whelan
Grant Coordinator (120) Lisa Oien
Grant Coordinator (120) Rosa Munoz
Sr. Grant Coordinator (120) Lisa Carr
Grant Coordinator (120) Carolyn Noble
Grant Coordinator (120) Don Luciano
Grant Support Spec (114) Elizabeth Hernandez
Grant Coordinator (Job Bank) Rachel Brandhorst
Grant Coordinator (Job Bank) Tomas Calderon
Administrative Assistant (Job Bank) Yasmith Yidi
Administrative Asssistant (Job Bank) Heather Martinez
001, 707 / 155930 & 155970
SOCIAL, SENIOR AND NUTRITION
MANAGEMENT
Social, Senior & Nutrition Mgr (121) Louise Pelletier
---------------------------------------------------------------------------
SOCIAL SERVICES
Case Manager (117) Zena Sellers
Case Manager (117) Marco Chouinard
SERVICES FOR SENIORS
Case Manager (117) Deb Maxon
Case Manager (117) Carlton Bronson
Case Manager (117) Ivonne Garcia
Grant Support Spec Job Bank VACANT
NUTRITION PROGRAM
Food Program Supervisor (117) Danielle Mordante
Case Manager Assistant (111) Christine Withers
Meal Site Coordinator (106) Anita Silva
Meal Site Coordinator Job Bank Nina Lopez
Meal Site Coordinator Job Bank Debbie Lippe
Meal Site Coordinator Job Bank Bonnielee Evans
Meal Site Coordinator Job Bank Yolanda Gonzales
Barbetta Hutchinson
Operations Coord
(114)
Todd Henry
Operations Analyst
(119)
Vacant
Customer Service
Spec (111)
425
SECTION II. B
CO NTRACT MODU LE
GENERAL REQU IREME NTS
426
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET % OF TIME HR/UNIT WAGE COST % OF TIME HR/UNIT WAGE COST % OF TIME HR/UNIT WAGE COST % OF TIME HR/UNIT Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 6.60%117.22 4,519.32 0.00%- - 0.00%- - 0.00%- Blanco, LorettaGrants Suppor Specialist38,361.53 1,112.48 39,474.01 68.96%1,434.37 27,221.28 0.00%- - 0.00%- - 0.00%- Bronson, CarltonCase Manager63,649.94 1,845.85 65,495.79 32.41%562.64 21,227.18 0.00%- - 6.54%113.5 4,283.42 42.54%738.5 Carrillo Aparicio, DoraAccountant69,177.89 2,006.16 71,184.05 44.97%780.68 32,011.47 0.00%- - 0.00%- - 0.00%- Castorena, HopeOperations Analyst94,666.14 2,745.32 97,411.46 5.01%86.97 4,880.31 0.00%- - 0.00%- - 0.00%- Diaz, AnaAccounting Technician62,291.96 1,806.47 64,098.43 15.97%277.24 10,236.52 0.00%- - 0.00%- - 0.00%- Garcia, IvonneCase Manager59,396.71 1,722.50 61,119.21 29.14%517.44 17,807.08 0.00%- - 11.54%205.0 7,053.16 33.13%588.4 Grant, KimberleyDivision Director135,685.88 3,934.89 139,620.77 25.00%434.00 34,905.19 0.00%- - 0.00%- - 0.00%- Kemner, CynthiaSupervisor, Grants Compliance78,022.60 2,262.66 80,285.26 25.00%444.00 20,071.31 0.00%- - 0.00%- - 0.00%- Lopez, MaggieAccounting Supervisor86,086.01 2,496.49 88,582.50 25.00%444.00 22,145.63 0.00%- - 0.00%- - 0.00%- Maxon, DebbiCase Manager78,382.83 2,273.10 80,655.93 35.19%588.38 28,382.82 0.00%- - 7.32%122.4 5,904.01 27.59%461.3 Mesa, NancySenior Accountant76,981.42 2,232.46 79,213.88 0.34%5.90 269.33 0.00%- - 0.00%- - 0.00%- Paley, JodyGrants Coordinator69,480.29 2,014.93 71,495.22 42.18%749.12 30,156.68 0.00%- - 0.00%- - 0.00%- Pelletier, LouiseManager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 37.60%652.74 29,522.95 0.00%- - 0.38%6.6 298.37 1.47%25.5 Rubbo, MichelleOperations Coordinator43,955.16 1,274.70 45,229.86 0.74%13.14 334.70 0.00%- - 0.00%- - 0.00%- Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 0.00%- - 0.00%- - 0.00%- - 0.00%- TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 283,691.78 - 17,538.97 PERCENTAGE OF WAGES100.0%23.63%0.0%1.5%TOTAL HOURS7,108 - 447 1,814 PERCENTAGE OF HOURS26.8%0.0%1.7%6.8%(4)(5)(Service Reference)Management & General Cost Pool Facilities & Maintenance Cost Pool Case Management ADI Case Managemen6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 1 of 252/27/2018, 11:25 AM427
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS WAGE COST % OF TIME HR/UNIT WAGE COST - 0.00%- - - 0.00%- - 27,861.91 0.45%7.8 294.73 - 0.00%- - - 0.00%- - - 0.00%- - 20,248.80 2.15%38.2 1,314.06 - 0.00%- - - 0.00%- - - 0.00%- - 22,252.97 0.59%9.9 475.87 - 0.00%- - - 0.00%- - 1,154.22 0.00%- - - 0.00%- - - 0.00%- - 71,517.90 2,084.66 6.0%0.174%56 0.2%(6)nt CCECase Management HCE6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 2 of 252/27/2018, 11:25 AM428
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 3 of 252/27/2018, 11:25 AM429
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS% OF TIME HR/UNIT WAGE COST 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - - 0.0%- 0.0%(14)Crisis Fund6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 4 of 252/27/2018, 11:25 AM430
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 5 of 252/27/2018, 11:25 AM431
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 6 of 252/27/2018, 11:25 AM432
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 7 of 252/27/2018, 11:25 AM433
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 8 of 252/27/2018, 11:25 AM434
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 9 of 252/27/2018, 11:25 AM435
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS% OF TIME HR/UNIT WAGE COST 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 10.00%0.0 6,973.91 6,973.91 0.6%0 0.0%(42)Outreach6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 10 of 252/27/2018, 11:25 AM436
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 11 of 252/27/2018, 11:25 AM437
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS% OF TIME HR/UNIT WAGE COST 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - 0.00%- - - 0.0%- 0.0%(61)Weather related crisis funding6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 12 of 252/27/2018, 11:25 AM438
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.1. PERSONNEL ALLOCATIONS WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County % Increased by:2.9% STAFF POSITION DESCRIPTION CURRENT WAGES PROPOSED INCREASE PROPOSED BUDGET Aquino Luque, Blanca Senior Accountant66,544.68 1,929.80 68,474.48 Blanco, Loretta Grants Suppor Specialist38,361.53 1,112.48 39,474.01 Bronson, Carlton Case Manager63,649.94 1,845.85 65,495.79 Carrillo Aparicio, Dora Accountant69,177.89 2,006.16 71,184.05 Castorena, Hope Operations Analyst94,666.14 2,745.32 97,411.46 Diaz, Ana Accounting Technician62,291.96 1,806.47 64,098.43 Garcia, Ivonne Case Manager59,396.71 1,722.50 61,119.21 Grant, Kimberley Division Director135,685.88 3,934.89 139,620.77 Kemner, Cynthia Supervisor, Grants Compliance78,022.60 2,262.66 80,285.26 Lopez, Maggie Accounting Supervisor86,086.01 2,496.49 88,582.50 Maxon, Debbi Case Manager78,382.83 2,273.10 80,655.93 Mesa, Nancy Senior Accountant76,981.42 2,232.46 79,213.88 Paley, Jody Grants Coordinator69,480.29 2,014.93 71,495.22 Pelletier, Louise Manager, Senior Programs and Social Services76,305.63 2,212.86 78,518.49 Rubbo, Michelle Operations Coordinator43,955.16 1,274.70 45,229.86 Seller, SenaidaCase Manager67,773.68 1,965.44 69,739.12 TOTAL WAGES1,166,762.35 33,836.11 1,200,598.46 PERCENTAGE OF WAGES100.0%TOTAL HOURSPERCENTAGE OF HOURS% OF TIME HR/UNIT WAGE COST % OF TIME HR/UNIT WAGE COST %'age Check Total 93.40%1,658.8 63,955.16 0.00%- - 100.00%0.00%- - 31.04%645.6 12,252.73 100.00%0.00%- - 18.06%313.5 11,828.54 100.00%0.00%- - 55.03%955.3 39,172.58 100.00%92.26%1,601.6 89,871.81 2.73%47.4 2,659.33 100.00%83.87%1,456.0 53,759.35 0.16%2.8 102.56 100.00%0.00%- - 24.04%427.0 14,693.06 100.00%75.00%1,302.0 104,715.58 0.00%- - 100.00%75.00%1,332.0 60,213.94 0.00%- - 100.00%75.00%1,332.0 66,436.88 0.00%- - 100.00%0.32%5.4 261.16 28.99%484.7 23,382.15 100.00%99.66%1,730.1 78,944.55 0.00%- - 100.00%4.97%88.3 3,553.31 52.85%938.6 37,785.22 100.00%41.15%714.4 32,310.36 19.40%336.8 15,232.59 100.00%96.98%1,722.4 43,863.92 2.28%40.5 1,031.24 100.00%90.00%0.0 62,765.21 - - 100.00%660,651.22 158,140.01 0.00 55.0%13.2%0.0%12,943 4,192.2 (0.03) 48.7%15.8%0.0%Non-DOEA Services & ActivitiesOther DOEA6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.1. Personnel Allocations )Page 13 of 252/27/2018, 11:25 AM439
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.2. UNIT COST WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County - (1) (4) (5) (6) (8) (9) (14)LINE ITEM EXPENSESPrior Year Historical CostsProposed Increase/ DecreaseProposed Budget TotalsManagement & General Cost PoolFacilities & Maintenance Cost Pool Adult Day CareCase Management ADICase Management CCECase Management HCE ChoreChore (Enhanced)Crisis FundWages0.00 0.00% 1,200,598.46 283,691.78 - - 17,538.97 71,517.90 2,084.66 - - - Fringe 209,600.000.00%209,600.00 49,526.80 - - 3,061.95 12,485.57 363.94 - - - Travel197.660.00%197.66 197.66 - - - - Education/Training 151.350.00%151.35 151.35 - - - - Communications & Postage 453.770.00%453.77 453.77 - - - - Utilities0.000.00%21,741.44- - - - 21,173.00 Printing & Supplies 6,889.410.00%6,889.41 6,889.41 - - - - Advertising0.000.00%0.00- - - - Insurance0.00%0.00 - - - - - Maintenance & Repair 2,114.040.00%2,114.04 1,421.02 - - 106.24 573.52 13.26 Space Costs0.00%0.00- - - - Equipment12,874.760.00%12,874.763,850.41 - - - - Professional Fees/Legal/Audit300.000.00%300.00 300.00 - - - - Sub-contractor - ADT (EARS)2,455.8810.00%2,701.47- - - - - Sub-contractor - Lifeline (EARS))3,447.6410.00%3,792.40Sub-contractor - Accu Care Nursing Service -Chore35.2210.00%38.74- - - - - 38.74 Sub-contractor - Accu Care Nursing Service -Enhanced Chore0.000.00%554.60554.60 Sub-contractor - Accu Care Nursing Service - Homemaker120,649.1540.00%168,908.81Sub-contractor - Accu Care Nursing Service -PECA94,155.5920.00%112,986.71Sub-contractor - Accu Care Nursing Service - HN1,110.5510.00%1,221.61Sub-contractor - Accu Care Nursing Service - RESP145,423.0010.00%159,965.30Sub-contractor - Almost Family -Homemaker18,173.7840.00%25,443.29- - - - - Sub-contractor - Almost Family - PECA6,343.3420.00%7,612.01Sub-contractor - Almost Family - RESP85,760.0020.00%102,912.00Sub-contractor - Almost Family- HN3,268.1910.00%3,595.01Sub-contractor - Bidwell/ Home Instead - Homemaker6,930.5040.00%9,702.70- - - - - Sub-contractor - Bidwell/ Home Instead - PECA4,002.0020.00%4,802.40Sub-contractor - Care Club of Collier County - ADC950.4010.00%1,045.441,045.44 Sub-contractor - Care Club of Collier County - RESF2,200.0010.00%2,420.00Sub-contractor - Eleven Ash/Healthforce CHO70.4410.00%77.4877.48 Sub-contractor - Eleven Ash/Healthforce Homemaker27,137.5040.00%37,992.50Sub-contractor - Eleven Ash/Healthforce -PECA21,936.1620.00%26,323.39Sub-contractor - Eleven Ash/Healthforce -RESP40,327.0020.00%48,392.40Sub-contractor - Rosalino Minicozzi/ Always There CHO176.1010.00%193.71193.71 Sub-contractor - Rosalino Minicozzi/ Always There Homemaker28,323.2140.00%39,652.49Sub-contractor - Rosalino Minicozzi/ Always There PECA27,729.1720.00%33,275.00Sub-contractor - Rosalino Minicozzi/ Always There RESP56,999.5020.00%68,399.40Sub-contractor - Rosalino Minicozzi/ Always There HN3,299.9210.00%3,629.91Sub-contractor - VIP America - CHO70.4410.00%77.4877.48 Sub-contractor - VIP America - Homemaker15,998.6040.00%22,398.04Sub-contractor - VIP America - PECA10,195.6820.00%12,234.82Sub-contractor - VIP America - RESP17,565.0020.00%21,078.00Sub-contractor -SUMMIT75,372.8810.00%82,910.17Sub-contractor -Truly Nolen - Pest Control0.000.00%4,850.00Program Supplies2,130.9910.00%2,344.09- - - - - Depreciation0.00%0.00- - - - - Food & Food Supplies0.00%0.00- - - - - (Service Reference)6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 14 of 252/27/2018, 11:25 AM440
Other0.00%0.00- - - - - In-Kind Space0.00%0.00- - - - - In-Kind Services 65,554.8510.00%72,110.34- - 116.16 - - 43.12 55.40 In-Kind Volunteers0.00%0.00- - - - - - - - - TOTAL ALLOWABLE COSTS1,120,373.672,538,562.60 346,482.20 - 1,161.60 20,707.15 84,576.98 2,461.86 430.54 610.00 21,173.00 Service Subcontract Allowance (input subcont. amount if <$25,000 or up to $25,000/per contract)1,045.44 - 87.44 Service Subcontract Adjustment- - - - 299.98 554.60 - Reallocate Management & General Costs(346,482.20) 295.45 5,266.84 21,512.07 626.1733.2114.09 5,385.33Total Modified Direct Costs1,161.60 20,707.15 84,576.98 2,461.86 130.56 55.40 21,173.00 Reallocate Facilities & Maintenance (Space) costs - - - - - - - - Square Footage Occupied0.00- - - - - - - - TOTAL COSTS BY SERVICE1,457.05 25,973.99 106,089.05 3,088.04 463.75 624.09 26,558.33 Budgeted In-Kind Valuation116.16 - - - 43.12 55.40 - Total Costs Less In-Kind by Service1,340.89 25,973.99 106,089.05 3,088.04 420.63 568.69 26,558.33 Number of Billing Units (estimated)96 506 1,984 75 20 20 177 UNIT COST (Actual Cost)15.18 51.31 53.48 41.27 23.19 31.20 150.05 LESS IN-KIND SUPPORT per unit1.21$ -$ -$ -$ 2.16$ 2.77$ -$ UNIT RATE (Actual Cost LESS In-Kind Support)13.97 51.31 53.48 41.27 21.03 28.43 150.05 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 15 of 252/27/2018, 11:25 AM441
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.2. UNIT COST WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County - LINE ITEM EXPENSESPrior Year Historical CostsProposed Increase/ DecreaseProposed Budget TotalsWages0.00 0.00% 1,200,598.46Fringe 209,600.000.00%209,600.00Travel197.660.00%197.66Education/Training 151.350.00%151.35Communications & Postage 453.770.00%453.77Utilities0.000.00%21,741.44Printing & Supplies 6,889.410.00%6,889.41Advertising0.000.00%0.00Insurance0.00%0.00Maintenance & Repair 2,114.040.00%2,114.04Space Costs0.00%0.00Equipment 12,874.760.00%12,874.76Professional Fees/Legal/Audit 300.000.00%300.00Sub-contractor - ADT (EARS) 2,455.8810.00%2,701.47Sub-contractor - Lifeline (EARS)) 3,447.6410.00%3,792.40Sub-contractor - Accu Care Nursing Service -Chore 35.2210.00%38.74Sub-contractor - Accu Care Nursing Service -Enhanced Chore 0.000.00%554.60Sub-contractor - Accu Care Nursing Service - Homemaker 120,649.1540.00%168,908.81Sub-contractor - Accu Care Nursing Service -PECA 94,155.5920.00%112,986.71Sub-contractor - Accu Care Nursing Service - HN 1,110.5510.00%1,221.61Sub-contractor - Accu Care Nursing Service - RESP 145,423.0010.00%159,965.30Sub-contractor - Almost Family -Homemaker 18,173.7840.00%25,443.29Sub-contractor - Almost Family - PECA 6,343.3420.00%7,612.01Sub-contractor - Almost Family - RESP 85,760.0020.00%102,912.00Sub-contractor - Almost Family- HN 3,268.1910.00%3,595.01Sub-contractor - Bidwell/ Home Instead - Homemaker 6,930.5040.00%9,702.70Sub-contractor - Bidwell/ Home Instead - PECA 4,002.0020.00%4,802.40Sub-contractor - Care Club of Collier County - ADC 950.4010.00%1,045.44Sub-contractor - Care Club of Collier County - RESF 2,200.0010.00%2,420.00Sub-contractor - Eleven Ash/Healthforce CHO 70.4410.00%77.48Sub-contractor - Eleven Ash/Healthforce Homemaker27,137.5040.00%37,992.50Sub-contractor - Eleven Ash/Healthforce -PECA21,936.1620.00%26,323.39Sub-contractor - Eleven Ash/Healthforce -RESP40,327.0020.00%48,392.40Sub-contractor - Rosalino Minicozzi/ Always There CHO176.1010.00%193.71Sub-contractor - Rosalino Minicozzi/ Always There Homemaker28,323.2140.00%39,652.49Sub-contractor - Rosalino Minicozzi/ Always There PECA27,729.1720.00%33,275.00Sub-contractor - Rosalino Minicozzi/ Always There RESP56,999.5020.00%68,399.40Sub-contractor - Rosalino Minicozzi/ Always There HN3,299.9210.00%3,629.91Sub-contractor - VIP America - CHO70.4410.00%77.48Sub-contractor - VIP America - Homemaker15,998.6040.00%22,398.04Sub-contractor - VIP America - PECA10,195.6820.00%12,234.82Sub-contractor - VIP America - RESP17,565.0020.00%21,078.00Sub-contractor -SUMMIT75,372.8810.00%82,910.17Sub-contractor -Truly Nolen - Pest Control0.000.00%4,850.00Program Supplies2,130.9910.00%2,344.09Depreciation0.00%0.00Food & Food Supplies0.00%0.00(17)(29)(35)(42)(43)(46)(52)(53)(57)Emergency Alert Response Homemaker Material Aid Outreach Personal CarePest Control (Maintenance)Respite (Facility Based)Respite (In-Home)Skilled Nursing Services- - - 6,973.91 - - - - - - - - 1,217.50 - - - - - 9,024.35 2,701.47 3,792.40 168,908.81 112,986.71 1,221.61 159,965.30 25,443.29 7,612.01 102,912.00 3,595.01 9,702.70 4,802.40 2,420.00 37,992.50 26,323.39 48,392.40 39,652.49 33,275.00 68,399.40 3,629.91 22,398.04 12,234.82 21,078.00 4,850.00 2,344.09 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 16 of 252/27/2018, 11:25 AM442
Other0.00%0.00In-Kind Space0.00%0.00In-Kind Services 65,554.8510.00%72,110.34In-Kind Volunteers0.00%0.00TOTAL ALLOWABLE COSTS1,120,373.672,538,562.60Service Subcontract Allowance (input subcont. amount if <$25,000 or up to $25,000/per contract)Service Subcontract AdjustmentReallocate Management & General CostsTotal Modified Direct CostsReallocate Facilities & Maintenance (Space) costs Square Footage Occupied0.00TOTAL COSTS BY SERVICEBudgeted In-Kind ValuationTotal Costs Less In-Kind by ServiceNumber of Billing Units (estimated)UNIT COST (Actual Cost)LESS IN-KIND SUPPORT per unitUNIT RATE (Actual Cost LESS In-Kind Support)728.91 26,611.83 20,130.34 18,578.10 925.87 - - - - - - - - - 7,222.78 330,709.66 11,368.44 8,191.41 217,364.67 4,850.00 2,420.00 419,325.20 9,372.40 6,493.87 49,065.97 29,581.10 2,420.00 59,401.33 1,338.01 - 255,031.87 - - 167,653.23 - - 341,345.77 7,108.51 1,837.11 19,248.57 2,891.55 2,083.48 12,644.05 1,233.59 615.52 19,833.99 575.827,222.78 75,677.80 11,368.44 8,191.41 49,711.44 4,850.00 2,420.00 77,979.43 2,263.88 - - - - - - - - - - - - - - - - - - 9,059.89 349,958.23 14,259.99 10,274.89 230,008.72 6,083.59 3,035.52 439,159.19 9,948.21 728.91 26,611.83 - - 20,130.34 - - 18,578.10 925.87 8,330.98 323,346.40 14,259.99 10,274.89 209,878.38 6,083.59 3,035.52 420,581.09 9,022.34 5,544 12,886 19 200 8,448 10 200 18,126 240 1.63 27.16 750.53 51.37 27.23 608.36 15.18 24.23 41.45 0.13$ 2.07$ -$ -$ 2.38$ -$ -$ 1.02$ 3.86$ 1.50 25.09 750.53 51.37 24.84 608.36 15.18 23.20 37.59 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 17 of 252/27/2018, 11:25 AM443
FLORIDA DEPARTMENT OF ELDER AFFAIRSSIMPLIFIED UNIT COST METHODOLOGYII.B.2. UNIT COST WORKSHEET (All Funding Sources)BUDGET YEAR: July 1, 2018 through June 30, 2019RECIPIENT NAME: Collier County - LINE ITEM EXPENSESPrior Year Historical CostsProposed Increase/ DecreaseProposed Budget TotalsWages0.00 0.00% 1,200,598.46Fringe 209,600.000.00%209,600.00Travel197.660.00%197.66Education/Training 151.350.00%151.35Communications & Postage 453.770.00%453.77Utilities0.000.00%21,741.44Printing & Supplies 6,889.410.00%6,889.41Advertising0.000.00%0.00Insurance0.00%0.00Maintenance & Repair 2,114.040.00%2,114.04Space Costs0.00%0.00Equipment 12,874.760.00%12,874.76Professional Fees/Legal/Audit 300.000.00%300.00Sub-contractor - ADT (EARS) 2,455.8810.00%2,701.47Sub-contractor - Lifeline (EARS)) 3,447.6410.00%3,792.40Sub-contractor - Accu Care Nursing Service -Chore 35.2210.00%38.74Sub-contractor - Accu Care Nursing Service -Enhanced Chore 0.000.00%554.60Sub-contractor - Accu Care Nursing Service - Homemaker 120,649.1540.00%168,908.81Sub-contractor - Accu Care Nursing Service -PECA 94,155.5920.00%112,986.71Sub-contractor - Accu Care Nursing Service - HN 1,110.5510.00%1,221.61Sub-contractor - Accu Care Nursing Service - RESP 145,423.0010.00%159,965.30Sub-contractor - Almost Family -Homemaker 18,173.7840.00%25,443.29Sub-contractor - Almost Family - PECA 6,343.3420.00%7,612.01Sub-contractor - Almost Family - RESP 85,760.0020.00%102,912.00Sub-contractor - Almost Family- HN 3,268.1910.00%3,595.01Sub-contractor - Bidwell/ Home Instead - Homemaker 6,930.5040.00%9,702.70Sub-contractor - Bidwell/ Home Instead - PECA 4,002.0020.00%4,802.40Sub-contractor - Care Club of Collier County - ADC 950.4010.00%1,045.44Sub-contractor - Care Club of Collier County - RESF 2,200.0010.00%2,420.00Sub-contractor - Eleven Ash/Healthforce CHO 70.4410.00%77.48Sub-contractor - Eleven Ash/Healthforce Homemaker27,137.5040.00%37,992.50Sub-contractor - Eleven Ash/Healthforce -PECA21,936.1620.00%26,323.39Sub-contractor - Eleven Ash/Healthforce -RESP40,327.0020.00%48,392.40Sub-contractor - Rosalino Minicozzi/ Always There CHO176.1010.00%193.71Sub-contractor - Rosalino Minicozzi/ Always There Homemaker28,323.2140.00%39,652.49Sub-contractor - Rosalino Minicozzi/ Always There PECA27,729.1720.00%33,275.00Sub-contractor - Rosalino Minicozzi/ Always There RESP56,999.5020.00%68,399.40Sub-contractor - Rosalino Minicozzi/ Always There HN3,299.9210.00%3,629.91Sub-contractor - VIP America - CHO70.4410.00%77.48Sub-contractor - VIP America - Homemaker15,998.6040.00%22,398.04Sub-contractor - VIP America - PECA10,195.6820.00%12,234.82Sub-contractor - VIP America - RESP17,565.0020.00%21,078.00Sub-contractor -SUMMIT75,372.8810.00%82,910.17Sub-contractor -Truly Nolen - Pest Control0.000.00%4,850.00Program Supplies2,130.9910.00%2,344.09Depreciation0.00%0.00Food & Food Supplies0.00%0.00(58)(61)(62)(63)Specialized Medical Equipment, Services & SuppliesWeather related crisis funding Total Program Costs Non-DOEA Services & Activities Other DOEA Check for Total Costs - - 98,115.44 660,651.22 158,140.01 (0.00) - - 17,128.95 115,336.23 27,608.02 (0.00) - - - - - - - - - - - - 568.44 21,741.44 - - - - - - - - - - - - - - - 693.02 - - - - - - - 9,024.35 - - - - - - - 2,701.47 - - - 3,792.40 - - 38.74 - - - 554.60 - - - 168,908.81 - - - 112,986.71 - - - 1,221.61 - - - 159,965.30 - - - 25,443.29 - - - 7,612.01 - - - 102,912.00 - - - 3,595.01 - - - 9,702.70 - - - 4,802.40 - - - 1,045.44 - - - 2,420.00 - - - 77.48 - - - 37,992.50 - - - 26,323.39 - - - 48,392.40 - - - 193.71 - - - 39,652.49 - - - 33,275.00 - - - 68,399.40 - - - 3,629.91 - - - 77.48 - - - 22,398.04 - - - 12,234.82 - - - 21,078.00 - - - 82,910.17 82,910.17 - - - 4,850.00 - - 2,344.09 - - - - - - - - - - - 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 18 of 252/27/2018, 11:25 AM444
Other0.00%0.00In-Kind Space0.00%0.00In-Kind Services 65,554.8510.00%72,110.34In-Kind Volunteers0.00%0.00TOTAL ALLOWABLE COSTS1,120,373.672,538,562.60Service Subcontract Allowance (input subcont. amount if <$25,000 or up to $25,000/per contract)Service Subcontract AdjustmentReallocate Management & General CostsTotal Modified Direct CostsReallocate Facilities & Maintenance (Space) costs Square Footage Occupied0.00TOTAL COSTS BY SERVICEBudgeted In-Kind ValuationTotal Costs Less In-Kind by ServiceNumber of Billing Units (estimated)UNIT COST (Actual Cost)LESS IN-KIND SUPPORT per unitUNIT RATE (Actual Cost LESS In-Kind Support)- - - - - - - - 4,976.01 72,165.74 - - (55.40) - - - - - - 87,886.18 568.44 1,230,400.32 775,987.45 185,748.03 (55.40) 25,000.00 - - 57,910.17 - - - 7,624.37 144.58197,371.60 47,244.82(0.00) 29,976.01 568.44 775,987.45 185,748.03 - - - - - - - - - - 95,510.54 713.02 973,359.05 232,992.85 2,538,618.00 4,976.01 - - - 72,165.74 90,534.53 713.02 973,359.05 232,992.85 2,466,452.27 (55.40)$ 553 5 n/an/a172.71 142.60 n/an/a 9.00$ -$ 163.72 142.60 n/an/a 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.2. Unit Cost Worksheet)Page 19 of 252/27/2018, 11:25 AM445
Funding Source ( x ) ADIORIGINAL DATE: ( ) CCEREVISED DATE: ( ) HCEREVISION NUMBER: ( ) LSP ( ) MW ( ) Other(Service Reference)(4)(52)(53)(58)TOTAL SERVICESCase Management ADIRespite (Facility Based)Respite (In-Home)Specialized Medical Equipment, Services & Supplies283,968.1325,975.69 3,036.00 227,615.20 27,341.2411,510.220.00 0.00 10,007.22 1,503.00295,478.35 25,975.69 3,036.00 237,622.42 28,844.2410,684506 200 9,811 167n/a 51.31 15.18 24.23 172.710.000.00 0.00 0.00 0.000.000.00 0.00 0.00 0.0011,510.220.00 0.00 10,007.22 1,503.000.000.00 0.00 0.00 0.0011,510.22 0.00 0.00 10,007.22 1,503.000.000.00 0.00 0.00 0.000.000.00 0.00 0.00 0.000.000.00 0.00 0.00 0.00283,968.13 25,975.69 3,036.00 227,615.20 27,341.24n/a 51.31 15.18 23.20 163.72179.0068 2 59 505. Less Inkind MatchArea Agency on AgingCounty Name: Collier County GovernmentPeriod: July 1, 2018 through June 30, 2019Provider Agency Name: 11. Estimated Number of UNDUPLICATED Clients 9. Adjusted Budgeted Costs10. Adjusted Cost Per Unit of Service4. Less Cash MatchDESCRIPTION8. Less Other Non-Matching Cash6. Less Co-Pay Used as Match Sub-Total Match:1. (a) Add Inkind Cost1. (b) Total Budgeted Costs2. Total Budgeted Units2.(a) Total Cost Per Unit of Service 3. Less NSIP7.(a) Less Co-Pay Not Used as Match7. Less Program Income1. Total Budgeted Cash Costs6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.3. Support Bud by ADI)Page 20 of 252/27/2018, 11:25 AM446
II.B.3. SUPPORTING BUDGET SCHEDULE BY PROGRAM ACTIVITYFunding Source ( ) ADIORIGINAL DATE: ( x ) CCEREVISED DATE: ( ) HCEREVISION NUMBER: ( ) LSP ( ) MW ( ) Other(Service Reference)(1)(5)(8)(9)(17)(29)(35)(43)TOTAL SERVICES Adult Day CareCase Management CCE ChoreChore (Enhanced)Emergency Alert Response HomemakerMaterial AidPersonal Care902,954.191,341.12 106,090.95 420.60 568.60 8,316.00 323,303.47 10,507.42 209,842.11 59,021.58116.16 - 43.20 55.40 720.72 26,673.50 - 20,105.65 961,975.771,457.28 106,090.95 463.80 624.00 9,036.72 349,976.97 10,507.42 229,947.76 37,787.50961,984 20 20 5,544 12,886 14 8,448n/a15.1853.48 23.19 31.20 1.63 27.16 750.53 27.230.000.000.00 0.00 0.00 0.000.00 0.00 0.000.000.000.00 0.00 0.00 0.000.00 0.00 0.0059,021.58116.160.00 43.20 55.40 720.72 26,673.50 0.00 20,105.650.000.000.00 0.00 0.00 0.000.00 0.00 0.0059,021.58116.160.00 43.20 55.40 720.72 26,673.50 0.00 20,105.650.000.000.00 0.00 0.00 0.000.00 0.00 0.000.000.000.00 0.00 0.00 0.000.00 0.00 0.000.000.000.00 0.00 0.00 0.000.00 0.00 0.001,341.12 106,090.95 420.60 568.60 8,316.00 323,303.47 10,507.42 209,842.11n/a13.9753.48 21.03 28.43 1.50 25.09 750.53 24.846182241502910512 7811. Estimated Number of UNDUPLICATED Clients 9. Adjusted Budgeted Costs10. Adjusted Cost Per Unit of Service8. Less Other Non-Matching Cash5. Less Inkind Match6. Less Co-Pay Used as Match Sub-Total Match:7. Less Program Income7.(a) Less Co-Pay Not Used as Match4. Less Cash MatchDESCRIPTION1. Total Budgeted Cash Costs1. (a) Add Inkind Cost1. (b) Total Budgeted Costs2. Total Budgeted Units2.(a) Total Cost Per Unit of Service 3. Less NSIPArea Agency on AgingCounty Name: Collier County GovernmentPeriod: July 1, 2018 through June 30, 2019Provider Agency Name: 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.3. Support Bud by CCE)Page 21 of 252/27/2018, 11:25 AM447
ORIGINAL DATE:REVISED DATE:REVISION NUMBER:(Service Reference)TOTAL SERVICES902,954.1959,021.58961,975.7737,787.50n/a0.000.0059,021.580.0059,021.580.000.000.00n/a61811. Estimated Number of UNDUPLICATED Clients 9. Adjusted Budgeted Costs10. Adjusted Cost Per Unit of Service8. Less Other Non-Matching Cash5. Less Inkind Match6. Less Co-Pay Used as Match Sub-Total Match:7. Less Program Income7.(a) Less Co-Pay Not Used as Match4. Less Cash MatchDESCRIPTION1. Total Budgeted Cash Costs1. (a) Add Inkind Cost1. (b) Total Budgeted Costs2. Total Budgeted Units2.(a) Total Cost Per Unit of Service 3. Less NSIPArea Agency on AgingCounty Name: Collier County GovernmentPeriod: July 1, 2018 through June 30, 2019Provider Agency Name: (46)(53)(57)(58)Pest Control (Maintenance)Respite (In-Home)Skilled Nursing ServicesSpecialized Medical Equipment, Services & Supplies6,083.60 192,913.80 9,021.60 34,544.92 - 8,481.56 926.40 1,899.00 6,083.60 201,395.36 9,948.00 36,443.92 10 8,315 240 211608.36 24.23 41.45 172.710.00 0.00 0.00 0.000.00 0.00 0.00 0.000.00 8,481.56 926.40 1,899.000.00 0.00 0.00 0.000.00 8,481.56 926.40 1,899.000.00 0.00 0.00 0.000.00 0.00 0.00 0.000.00 0.00 0.00 0.006,083.60 192,913.80 9,021.60 34,544.92608.36 23.20 37.59 163.720439946a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.3. Support Bud by CCE)Page 22 of 252/27/2018, 11:25 AM448
Funding Source ( ) ADORIGINAL DATE: ( ) CCEREVISED DATE: ( x ) HCEREVISION NUMBER: ( ) LSP ( ) MW ( ) Other(Service Reference) (6)(35)(58)TOTAL SERVICESCase Management HCEMaterial AidSpecialized Medical Equipment, Services & Supplies35,491.473,087.82 3,752.65 28,651.001,575.000.00 0.00 1,575.0037,066.47 3,087.82 3,752.65 30,226.00255755175n/a41.27 750.53 172.710.000.00 0.00 0.000.000.00 0.00 0.001,575.000.00 0.00 1,575.000.000.00 0.00 0.001,575.000.00 0.00 1,575.000.000.00 0.00 0.000.000.00 0.00 0.000.000.00 0.00 0.0035,491.47 3,087.82 3,752.65 28,651.00n/a41.27 750.53 163.72552542611. Estimated Number of UNDUPLICATED Clients 9. Adjusted Budgeted Costs10. Adjusted Cost Per Unit of Service8. Less Other Non-Matching Cash5. Less Inkind Match6. Less Co-Pay Used as Match Sub-Total Match:7. Less Program Income7.(a) Less Co-Pay Not Used as Match4. Less Cash MatchDESCRIPTION1. Total Budgeted Cash Costs1. (a) Add Inkind Cost1. (b) Total Budgeted Costs2. Total Budgeted Units2.(a) Total Cost Per Unit of Service 3. Less NSIPArea Agency on AgingCounty Name: Collier County GovernmentPeriod: July 1, 2018 through June 30, 2019Provider Agency Name: 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.3. Support Bud by Prog HCE)Page 23 of 252/27/2018, 11:25 AM449
Funding Source ( ) ADIORIGINAL DATE: ( ) CCEREVISED DATE: ( ) HCEREVISION NUMBER: ( ) LSP ( ) MW ( x ) Other(Service Reference)(14)(42)(61)TOTAL SERVICES Crisis Fund OutreachWeather related crisis funding37,545.8526,558.85 10,274.00 713.000.000.00 0.00 0.0037,545.85 26,558.85 10,274.00 713.00382177 200 5n/a 150.05 51.37 142.600.000.00 0.00 0.000.000.00 0.00 0.000.000.00 0.00 0.000.000.00 0.00 0.000.00 0.00 0.00 0.000.000.00 0.00 0.000.000.00 0.00 0.000.000.00 0.00 0.0037,545.85 26,558.85 10,274.00 713.00n/a 150.05 51.37 142.607865 2 1211. Estimated Number of UNDUPLICATED Clients 9. Adjusted Budgeted Costs10. Adjusted Cost Per Unit of Service8. Less Other Non-Matching Cash5. Less Inkind Match6. Less Co-Pay Used as Match Sub-Total Match:7. Less Program Income7.(a) Less Co-Pay Not Used as Match4. Less Cash MatchDESCRIPTION1. Total Budgeted Cash Costs1. (a) Add Inkind Cost1. (b) Total Budgeted Costs2. Total Budgeted Units2.(a) Total Cost Per Unit of Service 3. Less NSIPArea Agency on AgingCounty Name: Collier County GovernmentPeriod: July 1, 2018 through June 30, 2019Provider Agency Name: 6a3. Appendix VIa - Contract Module Worksheets - Final.xlsx.xls (II.B.3. Support Bud Prog EHEAP)Page 24 of 252/27/2018, 11:25 AM450
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Contract Module Methodology Notes
Personnel Allocation Section
Current Wages were used for the position salaries and proposed wage % increase based off
historical annual cost of living allowance during the budgeting process.
Management allocation of 25% is based on our Cost Allocation Methodology approved by
management on 8/10/2015
Unit Cost Worksheet Section
Prior year costs are based on FY16‐17 for the State Revenue program.
Chore (Enhanced) services are based on an estimate since we didn’t provide this service last year.
We expect to serve 20 clients; we used our proposed rate of $27.73
Pets Control services are based on an estimate since we didn’t provide this service last year. We
expect to serve 10 clients; we used an estimate cost of $194 for the initial visit and $97 per
treatment; we estimate that each client will need 3 treatments a year. That equal = $485 per
client.
Support Budget by ADI
The number of unduplicated clients is lower than Appendix XII Historical information since we are
not counting the number of unduplicated clients from location 76.
Supported Budget by HCE
The number of unduplicated clients is lower than Appendix XII Historical information since we are
not counting the number of unduplicated clients for the BASI service.
Supported Budget by EHEAP
Crisis fund, Outreach and Weather‐related crisis funding services are based on estimates since we
didn’t provide these services last year. We expect to help 177 clients in crisis and 5 clients related
to weather crisis. We estimate to provide outreach services to 200 clients during the year.
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