Backup Documents 11/13/2018 Item #16D 2 cr 1 602
Public Services Division
Community&Human Services 7N r 1
Memorandum QTS
To: Clerks Recording
CC:
From: Wendy Klopf, Grant Coordinator, Services for Seniors
Date: 11.15.18
Subject: Executed Amendment 203.18.001 &203.001 with Area Agency on Aging of SWFIa
(AAA)
CHS is providing executed Amendment 1 from Area Agency on Aging of SWFIa (AAA) on November 13,
2018.
• 16D2-CCE, ADI, HCE -203.18.001
• 16D3-0A3B 203.001
Enclosed are the copies for Minutes and Records since they did not require the BCC signature due to
Resolution 2010-122, designating the Public Service Administrator authority to sign the amendments.
Let me know if you need anything.
Thanks
Wendy Klopf
Grant Coordinator-Services for Seniors
252-2901
Coder County
r
, July 2018—June 2019 ADI 203.18.001
16D2
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA,INC.
ALZHEIMER'S DISEASE INITIATIVE PROGRAM STANDARD CONTRACT
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
THIS AMENDMENT is entered into between the Area Agency on Aging for Southwest Florida, Inc. ("Agency")and Collier
County Board of County Commissioners, ("Contractor"), amends agreement ADI 203.18.
The purpose of this amendment is to change the report due dates and amend ATTACHMENT IX,Invoice Report Schedule.
All provisions in the contract and any attachments thereto in conflict with this Amendment shall be and are hereby changed to
conform to this Amendment.
All provisions not in conflict with this Amendment are still in effect and are to be performed at the level specified in the contract.
This Amendment and all its attachments are hereby made part of the contract.
IN WITNESS THEREOF,the Parties hereto have caused this amendment,to be executed by their undersigned officials as duly
authorized; and agree to abide by the terms, conditions and provisions of this ADI contract as amended. This Amendment is
effective on the last date the Amendment has been signed by both Parties.
Contractor: COLLIER COUNTY BOARD AREA AGENCY ON AGING FOR
OF COUNTY COMMIS IONERS SOUTHWEST FLORIDA,INC.
SIGNED BY: 00 !fY t I101 SIGNED BY: O(JZ.t -
NAME: Stephen Y Carnell NAME: MARIANNE G LORINI
TITLE: _ Public Service Department Head TITLE: PRESIDENT/CEO
DATE: October 10.2018 DATE: //-1,
Federal Tax ID: 59-6000588
Fiscal Year Ending Date: 09/30
DUNS: 076997790
Approved as to form and legality
Asststunty
rncy
1
CAto
r
ADI 203.18.001
July 2018—June 2019
ATTACHMENT IX 1n
INVOICE REPORT SCHEDULE 6 U
ALZHEIMER'S DISEASE INITIATIVE
Report Number Based On Submit to Agency on This Date
1 July Advance* July 1
2 August Advance* July 1
3 July Expenditure Report August 10
4 August Expenditure Report September 10
5 September Expenditure Report October 10
6 October Expenditure Report November 10
7 November Expenditure Report December 10
8 December Expenditure Report January 10
9 January Expenditure Report February 10
10 February Expenditure Report March 10
11 March Expenditure Report April 10
12 April Expenditure Report May 10
13 May Expenditure Report June 10
14 June Expenditure Report July 10
15 Final Request for Payment July 25
Legend: * Advance based on projected cash need
Note # 1: Report#1 for Advance Basis Contracts cannot be submitted to the Area Agency
on Aging for Southwest Florida, Inc. prior to July 1 or until the contract with
the Agency has been executed and a copy sent to the Area Agency on Aging for
Southwest Florida, Inc. Actual submission of the vouchers to the Agency is
dependent on the accuracy of the expenditure report.
Note#2: Report numbers 5 through 14 shall reflect an adjustment of at least one-tenth
of the total advance amounts, repaying advances issued the first two months
of the agreement. All advance payments made to the Contractor shall be
returned to the Agency and reported as an advance recoupment on each
request for payment. The adjustment shall be recorded in Part C, Line 1 of
the report(ATTACHMENT XI).
Note#3: Submission of expenditure reports may or may not generate a payment
request. If final expenditure report reflects funds due back to the Agency,
payment is to accompany the report.
Note# 4: ALL Expenditure Reports are due by 12:00 p.m. on the 10th of each month. IF the
1 1th falls on a Saturday, then the report will be due by the 9th by 12:00 p.m. AND
IF the 10th falls on a Sunday, the report will be due by the 11th by 12:00 p.m.
Actual submission of the vouchers to Dept. of Elder Affairs is dependent on the
accuracy of the expenditure report which is verified and paid by CIRTS data only.
July 418—June 2019 CCE 203.18.001
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA,INC.
16D2
COMMUNITY CARE FOR THE ELDERLY PROGRAM
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
THIS AMENDMENT is entered into between the Area Agency on Aging for Southwest Florida, Inc. ("Agency") and
Collier County Board of County Commissioners, ("Contractor"), amends agreement CCE 203.18.
The purpose of this amendment is to change the language regarding report due dates and amend ATTACHMENT IX
Service Invoice Report, change service rates and amend ATTACHMENT XII,Service Rate Report.
All provisions in the contract and any attachments thereto in conflict with this Amendment shall be and are hereby changed to
conform to this Amendment.
All provisions not in conflict with this Amendment are still in effect and are to be performed at the level specified in the
contract.
This Amendment and all its attachments are hereby made part of the contract.
IN WITNESS THEREOF, the Parties hereto have caused this amendment, to be executed by their undersigned officials as
duly authorized; and agree to abide by the terms, conditions and provisions of this CCE contract as amended. This
Amendment is effective on the last date the Amendment has been signed by both Parties.
Contractor: COLLIER COUNTY BOARD AREA AGENCY ON AGING FOR
OF COUNTY COMMISSIONERS SOUTHWEST FLORIDA,INC.
SIGNED BY: 1r•1' firSIGNED BY: `
NAME: STEPHEN Y CARNELL NAME: MARIANNE G LORINI
TITLE: PUBLIC SERVICE DEPARTMENT HEAD TITLE: PRESIDENT/CEO
DATE: 10/141/2018 DATE: wV/7/lf
Federal Tax ID: 59-60005 88
Fiscal Year Ending Date: 09/30
DUNS: 076997790
Approved as to form and i.gality
0\5.2.D" ..•••••
Assistant County A to ey
►o /Ifs ►�
1
July 21)18—June 2019 CCE 203.18.001
16D2
ATTACHMENT IX
INVOICE REPORT SCHEDULE
COMMUNITY CARE FOR THE ELDERLY
Report Number Based On Submit to Agency on This Date
1 July Advance* July 1
2 August Advance* July 1
3 July Expenditure Report August 11
4 August Expenditure Report September 11
5 September Expenditure Report October 11
6 October Expenditure Report November 11
7 November Expenditure Report December 11
8 December Expenditure Report January 11
9 January Expenditure Report February 11
10 February Expenditure Report March 11
11 March Expenditure Report April 11
12 April Expenditure Report May 11
13 May Expenditure Report June 11
14 June Expenditure Report July 11
15 Final Request for Payment July 25
Legend: * Advance based on projected cash need
Note # 1: Report #1 for Advance Basis Contracts cannot be submitted to the Area Agency
Aging for Southwest Florida, Inc. prior to July 1 or until the contract with the
Agency has been executed and a copy sent to the Area Agency on Aging for
Southwest Florida, Inc. Actual submission of the vouchers to the Agency is
dependent on the accuracy of the expenditure report.
Note#2: Report numbers 5 through 14 shall reflect an adjustment of at least one-tenth of the
total advance amounts, repaying advances issued the first two months of the
agreement. All advance payments made to the Contractor shall be returned to the
Agency and reported as an advance recoupment on each request for payment.
The adjustment shall be recorded in Part C, Line 1 of the report (ATTACHMENT
X).
Note# 3: Submission of expenditure reports may or may not generate a payment request. If
final expenditure report reflects funds due back to the Agency, payment is to
accompany the report.
Note# 4: ALL Expenditure Reports are due by 12:00 p.m. on the 1 of each month. IF the
11th falls on a Saturday, then the report will be due by the 10th by 12:00 p.m.
AND IF the 11th falls on a Sunday, the report will be due by the 12th by 12:00 p.m.
Actual submission of the vouchers to Dept. of Elder Affairs is dependent on the
accuracy of the expenditure report which is verified and paid by CIRTS data only.
2
July A/18—June 2019 CCE 203.18.001
16132
ATTACHMENT XII
SERVICE RATE
REPORT
For
Collier County Board of County Commissioners
SFY 18/19 METHOD OF UNIT
SERVICE REIMBURSEMENT PAYMENT TYPE
UNIT RATE
ADULT DAYCARE $13.50 Fixed Fee/Unit Rate HOURS
CASE AIDE $30.50 Fixed Fee/Unit Rate HOURS
CASE MANAGEMENT $54.00 Fixed Fee/Unit Rate HOURS
CHORE $24.00 Fixed Fee/Unit Rate HOURS
CHORE(ENHANCED) 36.00 Fixed Fee/Unit Rate HOURS
COMPANIONSHIP $21.00 Fixed Fee/Unit Rate HOURS
EMERGENCY ALERT RESPONSE $ 1.18 Fixed Fee/Unit Rate DAYS
ESCORT $19.50 Fixed Fee/Unit Rate TRIPS
HOME DELIVERED MEALS $ 7.00 Fixed Fee/Unit Rate MEALS
HOMEMAKER $24.28 Fixed Fee/Unit Rate HOURS
HOUSING IMPROVEMENT Cost Reimbursement Cost Reimbursement EPISODE
MATERIAL AID Cost Reimbursement Cost Reimbursement EPISODE
OTHER SERVICES Cost Reimbursement Cost Reimbursement EPISODE
PERSONAL CARE $25.16 Fixed Fee/Unit Rate HOURS
PEST CONTROL(Maintenance) $50.00 Fixed Fee/Unit Rate EPISODE
PEST CONTROL(Initiation) $150.00 Fixed Fee/Unit Rate EPISODE
RESPITE IN-FACILITY $11.55 Fixed Fee/Unit Rate HOURS
REPITE IN-HOME $25.10 Fixed Fee/Unit Rate HOURS
SKILLED NURSING SERVICES $40.26 Fixed Fee/Unit Rate HOURS
SPECIALIZED MEDICAL EQUIPMENT,
SERVICES,AND SUPPLIES Cost Reimbursement Cost Reimbursement EPISODE
TRANSPORTATION Cost Reimbursement Cost Reimbursement TRIPS
3
i
t
July 2018—June 2019 HCE 203.18.001
1602
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA,INC.
HOME CARE FOR THE ELDERLY 1
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
THIS AMENDMENT is entered into between the Area Agency on Aging for Southwest Florida, Inc. ("Agency") and Collier
County Board of County Commissioners, ("Contractor"),amends agreement HCE 203.18.
The purpose of this amendment is to change the report due dates and amend ATTACHMENT X, Invoice Report Schedule.
All provisions in the contract and any attachments thereto in conflict with this Amendment shall be and are hereby changed to
conform to this Amendment.
All provisions not in conflict with this Amendment are still in effect and are to be performed at the level specified in the contract.
This Amendment and all its attachments are hereby made part of the contract.
IN WITNESS THEREOF,the Parties hereto have caused this amendment,to be executed by their undersigned officials as duly
authorized; and agree to abide by the terms, conditions and provisions of this HCE contract as amended. This Amendment is
effective on the last date the Amendment has been signed by both Parties.
Contractor: COLLIER COUNTY BOARD AREA AGENCY ON AGING FOR
OF COUNTY C• u I I SSIONERS SOUTHWEST FLORIDA,INC.
SIGNED BY: -�� 49 SIGNED BY: e7erue/t.c
NAME: Stephen Y Carnell NAME: MARIANNE G LORINI
TITLE: Public Service Department Head TITLE: PRESIDENT/CEO
DATE: October 10 .2018 DATE: /0 -//-1F
Federal Tax ID: 59-6000558
Fiscal Year Ending Date: 09/30
DUNS: 076997790
Approved as to form and legality
A
Assistant County A fkLey
(1)
July 2018—June 2019 HCE 203.18.001
ATTACHMENT X L
HOME CARE FOR THE ELDERLY V D
2
INVOICE REPORT SCHEDULE
Report Number Based On Submit to Agency on this Date
1 &2 July* AND August Advance* July 1
3 Monthly Utilization Report(7/1-7/15) July 20
July Expenditure Reports (105 & 106) August 11
4 Monthly Utilization Report(7/16-8/15) August 20
August Expenditure Report(105 & 106) September 11
5 Monthly Utilization Report(8/16-9/15) September 20
September Expenditure Report(105 & 106) October 11
6 Monthly Utilization Report(9/16-10/15) October 20
October Expenditure Report(105 & 106) Novemberl l
7 Monthly Utilization Report(10/16-11/15) November 20
November Expenditure Report(105 & 106) December 11
8 Monthly Utilization Report(11/16-12/15 December 20
December Expenditure Report (105 & 106) January 11
9 Monthly Utilization Report(12/16-1/15) January 20
January Expenditure Report(105 & 106) February 11
10 Monthly Utilization Report(1/16-2/15) February 20
February Expenditure Report(105 & 106) March 11
11 Monthly Utilization Report(2/16-3/15) March 20
March Expenditure Report(105 & 106) April 11
12 Monthly Utilization Report(3/16-4/15) April 20
April Expenditure Report(105 & 106) May 11
13 Monthly Utilization Report(4/16-5/15) May 20
May Expenditure Report (105 & 106) June 11
14 Monthly Utilization Report(5/16-6/15) June 20
June Expenditure Report (105 & 106) July 11
15 Monthly Utilization Report(6/15-6/30) July 20
Final Expenditure Report(105 & 106) July 25
Legend: * Advance based on projected cash need.
Note # 1: Report #1 for Advance Basis Contracts cannot be submitted to the Area Agency on Aging for Southwest
Florida,Inc.prior to July 1 or until the contract with the Agency has been executed and a copy sent to the
Agency on Aging for Southwest Florida,Inc.Actual submission of the vouchers to the Agency is dependent
on the of the expenditure report.
Note # 2: Report numbers 5 through 14 shall reflect an adjustment of at least one-tenth of the total advance amounts,
repaying advances issued the first two months of the agreement. All advance payments made to the
Contractor shall be returned to the Agency and reported as an advance recoupment on each request for
payment. The adjustment shall be recorded in Part C,Line 1 of the report(ATTACHMENT IX).
Note #3: Submission of expenditure reports may or may not generate a payment request. If final expenditure report
reflects funds due back to the Agency,payment is to accompany the report.
Note #4: ALL Expenditure Reports are due by 12:00 p.m. on the 11th of each month. IF the 11th falls on
a Saturday, then the report will be due by the 10th by 12:00 p.m. AND IF the 11th falls on a
Sunday, the report will be due by the 12th by 12:00 p.m. Actual submission of the vouchers to
Dept. of Elder Affairs is dependent on the accuracy of the expenditure report which is verified
and paid by CIRTS data only.
2