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Agenda 04/22/2025 Item #16D 1 (Award Request No. 24-8280 for Services for Seniors to Southern Home Care Services, All Ways Caring Homecare, Personal Response Corporation, Health Force, Home Health Care Resources, and Always There Home Healthcare)4/22/2025 Item # 16.D.1 ID# 2025-1201 Executive Summary *** This Item continued from the April 8, 2025, BCC Meeting. *** Recommendation to award the Request for Proposal No. 24-8280, Services for Seniors, to Southern Home Care Services, Inc., d/b/a All Ways Caring Homecare; Personal Response Corporation; Eleven Ash, Inc., d/b/a Health Force; Home Health Care Resources, Corp.; and Always There Home Healthcare, Inc., and authorize the Chairman to sign the attached Agreements. (Human Services Grant Fund 1837) OBJECTIVE: To enhance the Quality of Place focus area by improving access to health, wellness, and human services, and by providing ongoing support to Collier County’s elderly residents at risk of nursing home placement through the Collier County Services for Seniors program. CONSIDERATIONS: Collier County’s Services for Seniors program has been providing support services to Collier County’s elderly for the past 30 years through the Older American’s Act (“OAA”), Community Care for the Elderly (“CCE”), Home Care for the Elderly (“HCE”) and the Alzheimer’s Disease Initiative (“ADI”) programs. The Collier County Services for Seniors Program is a comprehensive program offered to qualified seniors aged 60 and older, who need services to prevent, decrease or delay premature or inappropriate expensive placement in nursing homes or other institutions. The goal of the program is to assist the elderly to live as independently as possible in their own homes or in the homes of relatives or caregivers. Lead Agencies are required to enter into their own contractual agreements with area service providers to administer Homemaking, Personal Care, Respite, Skilled Nursing, and Emergency Alert Response Services. Annual services provided to program participants cost approximately $1,900,000. The cost of services is reimbursed through agreements between Collier County and the Area Agency on Aging for Southwest Florida, Inc. On July 9, 2024, the Procurement Services Division released notices for Request for Proposal No. 24-8280, Services for Seniors. The County received five proposals by the August 9, 2024, submission deadline. All proposers were deemed responsive and responsible with minor irregularities. A selection committee met on December 2, 2024. The evaluation criteria included qualifications and proposers provided at least three references from clients of a similar size for which the firm provided services similar in scope and complexity within the past five years. After review of the proposals and deliberation, the selection committee ranked the five firms in the following order: Company Name Final Ranking Southern Home Care Services, Inc. d/b/a All Ways Caring Homecare 1 Personal Response Corporation 2 Eleven Ash, Inc. d/b/a Health Force 3 Home Health Care Resources Corp. 4 Always There Home Health Care, Inc. 5 Award is recommended to Southern Home Care Services, Inc. d/b/a All Ways Caring Homecare, Personal Response Corporation, Eleven Ash, Inc. d/b/a Health Force, Home Health Care Resources, Corp., and Always There Home Healthcare, Inc. The attached proposed vendor contracts for the above-mentioned vendors associated with Agreement Page 3511 of 6355 4/22/2025 Item # 16.D.1 ID# 2025-1201 Nos. 18-7300, 18-7470 and 18-7470S will replace all prior contracts with the vendors upon the Board’s approval of Agreement No. 24-8280. All other contracts associated with Agreement Nos. 18-7300, 18-7470 and 18-7470S will remain in effect until their termination date. The attached Agreement No. 24-8280 is for an initial one-year term, with the option of five additional one-year renewal terms, consistent with the period of the grant funds awarded. All firms have previously performed work in Collier County (collectively for the past 20 years) and are reputable with a good work history. Due to the sensitive and specialized nature of the services procured under this RFP, should any of the current awardees be unable to fulfill all the contract services, a supplemental RFP for additional needed services may be required. This item is consistent with the Collier County strategic plan objective to support access to health, wellness, and human services. FISCAL IMPACT: There is no new fiscal impact associated with this action. Funds for vendor services and supplies are currently available in Human Services Grant Fund 1837 for the OAA (Project 33929 and 33931), CCE (Project 33905), ADI (Project 33904) and HCE (Project 33906). Additional project numbers will be added as future funding years are awarded. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. —SRT RECOMMENDATIONS: Recommendation to award the Request for Proposal No. 24-8280, Services for Seniors, to Southern Home Care Services, Inc., d/b/a All Ways Caring Homecare, Personal Response Corporation, Eleven Ash, Inc., d/b/a Health Force, Home Health Care Resources, Corp., and Always There Home Healthcare Inc., and authorize the Chairman to sign the attached Agreements. (Human Services Grant Fund 1837) PREPARED BY: Monica Diaz, Accountant I, Community & Human Services Division ATTACHMENTS: 1. 24-8280 Solicitation 2. 24-8280 Always There Home Health Care_Proposal 3. 24-8280 Southern Home Care Services_Proposal_Redacted 4. 24-8280 Eleven Ash_Proposal_Redacted 5. 24-8280 Home Health Care Resources_Proposal 6. 24-8280 Personal Response_Proposal_Redacted 7. Insurance Coversheet12 8. 24-8280 COI Approved _Personal Response 9. 24-8280 COI Appr_Southern Home 10. 24-8280 COI Approved _Eleven Ash 11. 24-8280 COI Approved_Always There 12. 24-8280 Final Ranking 13. 24-8280 VS_ Eleven Ash 14. 24-8280 VS_Always There 15. 24-8280 VS_Home Health 16. 24-8280 VS_Personal Response1 17. 24-8280 VS_Southern Home1 Page 3512 of 6355 4/22/2025 Item # 16.D.1 ID# 2025-1201 18. 24-8280 NORA_Signed Page 3513 of 6355 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR SERVICES FOR SENIORS SOLICITATION NO.: 24-8280 BARBARA LANCE, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8998 Barbara.Lance@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. Page 3514 of 6355 2 SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 24-8280 PROJECT TITLE: SERVICES FOR SENIORS DUE DATE: August 9, 2024, at 3:00 pm EST 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://procurement.opengov.com/ INTRODUCTION As requested by the Community and Human Services Division (hereinafter, the “Division”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for P roposal (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 Specificat ions 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. BACKGROUND The purpose of this solicitation is to secure vendors for the provision of home and community -based services for the following programs funded by the Florida Department of Elder Affairs (DOEA) and administered by the Area Agency on Aging of Southwest Florida (AAASWFL): Community Care for the Elderly (CCE): The Community Care for the Elderly (CCE) Program provides community -based services organized in a continuum of care to help functionally impaired elders , aged 60 and older, live in the least restrictive yet most cost-effective environment suitable to their needs. Eligible clients may receive a wide range of goods and services, including adult daycare, chore, companionship, consumable medical supplies, emergency alert response, emergency home repair, home health aide, homemaker, home nursing, personal care, respite, shopping assistance, transportation, and other community -based services. Alzheimer’s Disease Initiative (ADI): Florida’s Alzheimer’s Disease Initiative (ADI) provides services to qualified persons, eighteen years or older, to meet the changing needs of individuals and families living with Alzheimer’s disease and similar memory disorders. ADI respite care is available for caregivers to assist with loved ones who have been diagnosed as having probable Alzheimer’s disease or other related memory disorders where mental changes appear and interfere with the activities of daily living. Caregivers of those living with Alzheimer’s disease or related memory disorders can receive training and other ADI support services in addition to respite care. ADI respite services include in-home, adult day care, emergency, and extended care (up to 30 days) for caregivers who serve patients with memory disorders. Older American Act (OAA): The Federal Older Americans Act provides assistance in the development of new or improved programs to help older persons by providing supportive services such as adult daycare, caregiver training and support congreg ate and home delivered meals, homemaker services, information and referral assistance, medical transportation, nutrition educatio n, personal care, and shopping assistance to boost the well-being of elders and help them live independently in their home environment and the community. Services shall be provided to clients enrolled in either OAA, CCE or ADI, within the geographic area of Collier County. Unless otherwise stated, minimum hours of availability are 6:00 am to 7:00 p.m. Monday thru Sunday, 365 days a year. Respite services and emergency services must be available 24 hours/day, 365 days/year if needed. Additional definitions, standards, and requirements of these services are included in the Department of Elder Affairs’ Home and Community-Based Services Handbook (DOEA Handbook). https://elderaffairs.org/publications-reports/programs-services- handbook/ Page 3515 of 6355 3 TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for one (1) year with up to five (5) one (1) 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 Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written n otice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term the n in effect. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK Those interested in providing the services detailed below must adhere to all requirements in this RFP, in addition to maintai ning adherence with the guidelines set forth by the 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 Community & Human Services (CHS) shall lead all service authorization and coordination. In an effort to comply with the requirements of the, OAA, ADI, and CCE programs, Clients entering the service system will be assessed and prioritized by CHS. Upon determination of the service level to be provided, CHS will offer the client a listing of service vendors for the s pecific 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 servic e providers. Should the client not have a preference, CHS will select a service provider from the centralized provider list, us ing a rotation basis (rotating to the next vendor on the list). In this manner, all service providers will be equally treated unles s the client has a preference. CHS shall not endorse one service provider over another. Upon the determination of the service, the service levels, and the selected vendor, CHS will contact the vendor agency, and authorize the service, number of hours, and frequency. In keeping with the state policy of 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 p rovider. CHS 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 CHS case manager authorizing the service. To meet client needs, some services may be require d outside of normal office hours (6:00 AM to 7:00 PM, Seven (7) days a week, 365 days a year). CHS reserves the right to request adding additional service providers throughout the resultant agreement period. The County m ay do so through a competitive and publicly announced selection process, which shall be coordinated through the County’s Procurement Division. 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 identifie d, the County reserves the right to add to the resultant agreements the services, descriptions, rates, etc. by way of a contract add endum). A. The following Services are requested: 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. Page 3516 of 6355 4 4. 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, shoppin g assistance, and routine house-hold activities by a trained homemaker. 5. 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 m edical transportation. Personal care can also include shopping assistance to purchase food, clothing, and other items needed for the client’s personal care needs. 6. In Home Respite: 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. 7. Skilled Nursing: 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. 8. Emergency Alert Response Services: 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. This will also include personal devices for seniors and disabled individuals to wear at all times, provided it is prescribed by a physician, to assist in keeping an eye on their whereabouts. 9. Specialized Medical Equipment, Services, and Supplies: 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. 10. Facility Respite: 24-hour care in a State of Florida Licensed Nursing home. B. Emergency Situations 1. Those interested in providing services will establish protocols for contacting CHS Case Managers in emergency or unusual circumstances and include the documentation requirements (oral and written) in the Service Provider Application. 2. Interested parties will be required to 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 CHS Case Managers. C. Training and Grievance, Complaint, and Incident Reporting 1. Establish a client grievance process: Each service provider agency must have a policy addressing client grievances and/or complaints. 2. 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, mandated reporting, and incident reporting • Local agency service procedures and protocol • Client confidentiality and HIPPA • Grievances, Complaints, and Incident Reporting 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 Page 3517 of 6355 5 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. D. Billing & Record Keeping 1. Compile and report program service delivery statistics and other data as identified by CHS. This may be required to be provided in an electronic format at the choosing of CHS. 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 (eCIRTS), 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 no later than noon on Wednesday of the week following the week, services are performed (service week defined as Monday through Sunday). 2. 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 serv ice visit. The service worker must sign and date the log upon completion and submit it to the service provider agency. Provide complete, clear, and accurate invoices: Weekly invoices, which may be required to be provided electronically in a system provided by CHS, 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 eCIRTS dictate that all client and service data for the previous month to be entered into eCIRTS by the 10th day of the month. Collier County “Services for Seniors” will coordinate with vendors to determine due dates for invoices. This will ensure 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 • Additional information as determined by CHS Prepare for annual on-site compliance audits by CHS or members of the Collier County staff as directed by the CHS 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 Evaluation 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 or der for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. 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 proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these 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. 1.6 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 Page 3518 of 6355 6 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 negotiate any element of the proposals in the best interest of the COUNTY. RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: 1.7 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 10 Points 2. Organizational Capabilities 20 Points 3. Financial and Human Resources Capabilities 20 Points 4. General Service Delivery 20 Points 5. Acceptance of Cost 20 Points 6. Cost of Services to the County 10 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. ***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal may be deemed non-responsive*** EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (10 Total Points) 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 th is RFP. Submit proposer’s Agency for Health Care Administration (AHCA) Certification: If certification is not provided at time of proposal submission, the firm could be deemed non-responsive. Indicate by selecting anyone, or multiple services which the proposer is interested in providing to the County (descriptive information is outlined in the above scope of work. Interested in Providing Service (Place X) Not Interested in Providing Service (Place X) Item Services 1 Adult Day Care 2 Chore 3 Chore (Enhanced) 4 Homemaking 5 Personal Care 6 Respite (In-home) Page 3519 of 6355 7 7 Skilled Nursing 8 Emergency Alert Response Services EARS 9 Specialized Medical Equipment, Services, and Supplies 10 Respite (Facility Based) EVALUATION CRITERIA NO. 2: ORGANIZATIONAL CAPABILITIES (20 Total Points) In this tab, include five (5) References Questionnaires from clients of similar scope of services. Please include name, contact name, phone number, address and years performing. Complete each of the items below in the format requested and submit evidence of documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-responsive. Yes/No 1. The proposer has received license from Agency for Health Care Administration (AHCA). Provide evidence of license. 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. Please provide a policy related to this and will be due at submission and annually thereafter. 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. The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the informatio n to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO 3: FINANCIAL AND HUMAN RESOURCES CAPABILITIES (20 Total Points) Complete each of the items below in the format requested and submit evidence of documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-responsive. Page 3520 of 6355 8 Yes/No 1. Proposer maintains daily, monthly and annual financial records of payroll, benefits, operating and capital equipment. 2. Proposer prepares annual 1099 or W2 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 to 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. Workman's Compensation Policy information clearly posted for staff. 12. Proposer maintains written, signed Job Descriptions. 13. Proposer’s employees are evaluated at least annually in writing. 14. Proposer has written hiring practices. 15. Proposer has written retention policies. 16. Proposer has formal progressive disciplinary procedures. 17. Proposer has written policies regarding theft and falsification of time sheets. 18. Proposer has policy to prevent fraud and formalized methods to report suspected incidents. Page 3521 of 6355 9 19. Agency has written disaster plan. 20. Proposer agrees to utilize electronic means to submit documentation, as determined by CHS, to include invoices. EVALUATION CRITERIA NO 4: GENERAL SERVICE DELIVERY (20 total points) Complete each of the items below in the format requested and submit evidence of documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-responsive. Yes/No 1. Proposer maintains a formal record of in-services, available for review. 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 to the Lead Agency. Provide copy and a sample of the incident report format. 12. Proposer has formal training for staff regarding reporting of suspected cases of abuse or neglect and mandated reporting. 13. Proposer maintains anti-discrimination policies related to service consumer 14. Proposer has written policy regarding consumers rights. Page 3522 of 6355 10 15. Proposer has written system for registering consumer’s complaints and grievances. 16. Proposer has written policy to follow up on consumers complaints and grievances. 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 (HIPPA). EVALUATION CRITERIA NO. 5: ACCEPTANCE OF COST (20 Total Points) In this tab you will be provided a list of services needed by the County. Those services with rates, Match and Cost already completed are standard rates in which you will be required to accept. The Match requirement applies to the CCE and OAA programs only. Please sign as an acceptance to the rates if you deem these standard rates to be acceptable. ______________________________________ I accept the standard contract rates listed below. Item Services Grant Service Unit Cost Per Service Unit (Cost your company charges for the service) CCE and OAA 10% Match (Grant Amount your company will be paying) Reimbursement Rate Per Unit (Amount the County will reimburse your company for a given service) 1. Skilled Nursing CCE and OAA Per Hour $44.44 $4.44 $40.00 2. Enhance Chore ADI, CCE and OAA Per Hour Negotiated rate prior to service. 10% of negotiated rate 3. Respite (In-Home) ADI, CCE and OAA Per Hour $27.71 $2.77 $24.94 4. Respite (Facility Based) ADI, CCE and OAA Daily Rate 260.00 0 260.00 5. Personal Care ADI, CCE and OAA Per Hour $27.18 $2.72 $24.46 6. Chore ADI, CCE and OAA Per Hour $27.19 $2.72 $24.47 7. Homemaking ADI, CCE and OAA Per Hour $26.17 $2.62 $23.56 8. Adult Day Care ADI, CCE and OAA Per Hour $14.45 $1.44 $13.00 9. Emergency Alert Response ADI, CCE and OAA Per Day 1.20 .12 $1.08 Page 3523 of 6355 11 EVALUATION CRITERIA NO. 6: COST OF SERVICES TO THE COUNTY (10 Total Points) In this tab, insert your cost for the services listed below. Item Services Grant Service Unit Cost Per Service Unit (Cost your company charges for the service) CCE and OAA 10% Match (Grant Amount your company will be paying) Reimbursement Rate Per Unit (Amount the County will reimburse your company for a given service) 1. Specialized Medical Equipment, Services, and Supplies ADI, CCE and OAA Per Episode VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** Page 3524 of 6355 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors RESPONSE DEADLINE: August 9, 2024 at 3:00 pm Report Generated: Friday, August 9, 2024 Always There Home Health Care Response CONTACT INFORMATION Company: Always There Home Health Care Email: aa@alwaystherehhc.com Contact: Rosalind Minicozzi Address: 317 N. Collier Blvd. 201 Marco Island, FL 34145 Phone: (239) 389-0170 Website: N/A Submission Date: Aug 5, 2024 6:59 PM Page 3525 of 6355 [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse on behalf of my company.* Confirmed 2. Request for Proposals (RFP) Instructions Form * Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed 4. Insurance Requirements* Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommended Award. Confirmed 5. Collier County Required Forms PROPOSAL SUBMITTAL* Page 3526 of 6355 [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 3 Please submit a proposal per the Evaluation Criteria outlined in Solicitation and provide copies of certifications/licenses/documents as required. Cover_Letter_for_CC_Contract_2024.pdf Collier_County_Proposal_for_2024_(Request)_8-5-24.pdf VENDOR DECLARATION STATEMENT (FORM 1)* Vendor_Declaration_Statement.pdf CONFLICT OF INTEREST CERTIFICATION (FORM 2)* Conflict_of_Interest.pdf IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* Immigration_Affidavit.pdf REFERENCE QUESTIONNAIRE (FORM 4)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation. Client_References.pdf GRANT PROVISIONS AND ASSURANCES PACKAGE (FORM 5)* Please upload a copy of your signed Federal Provisions Package (FPP). Form_5_Not_applicable.pdf E-VERIFY - MEMORANDUM OF UNDERSTANDING* E-verify.pdf W-9 FORM* W9.pdf PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* Page 3527 of 6355 [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ALWAYS THERE HOME HEALTH CARE] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 4 http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Sunbiz_Div_of_Corp.pdf SIGNED ADDENDA No response submitted MISCELLANEOUS DOCUMENTS No response submitted Page 3528 of 6355 Page 3529 of 6355 Page 3530 of 6355 Page 3531 of 6355 Page 3532 of 6355 Page 3533 of 6355 Page 3534 of 6355 Page 3535 of 6355 Page 3536 of 6355 Page 3537 of 6355 Page 3538 of 6355 Page 3539 of 6355 Page 3540 of 6355 Page 3541 of 6355 Page 3542 of 6355 Page 3543 of 6355 Page 3544 of 6355 Page 3545 of 6355 Page 3546 of 6355 Page 3547 of 6355 Page 3548 of 6355 Page 3549 of 6355 Page 3550 of 6355 Page 3551 of 6355 Page 3552 of 6355 Page 3553 of 6355 Page 3554 of 6355 Page 3555 of 6355 Page 3556 of 6355 Page 3557 of 6355 Page 3558 of 6355 Page 3559 of 6355 Page 3560 of 6355 Page 3561 of 6355 Page 3562 of 6355 Page 3563 of 6355 Page 3564 of 6355 Page 3565 of 6355 Page 3566 of 6355 Page 3567 of 6355 Page 3568 of 6355 Page 3569 of 6355 Page 3570 of 6355 Page 3571 of 6355 Page 3572 of 6355 Page 3573 of 6355 Page 3574 of 6355 Page 3575 of 6355 Page 3576 of 6355 Page 3577 of 6355 Page 3578 of 6355 Page 3579 of 6355 Page 3580 of 6355 Page 3581 of 6355 Page 3582 of 6355 Page 3583 of 6355 Page 3584 of 6355 Page 3585 of 6355 Page 3586 of 6355 Page 3587 of 6355 Page 3588 of 6355 Page 3589 of 6355 Page 3590 of 6355 Page 3591 of 6355 Page 3592 of 6355 Page 3593 of 6355 Page 3594 of 6355 Page 3595 of 6355 Page 3596 of 6355 Page 3597 of 6355 Page 3598 of 6355 Page 3599 of 6355 Page 3600 of 6355 Page 3601 of 6355 Page 3602 of 6355 Page 3603 of 6355 Page 3604 of 6355 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors RESPONSE DEADLINE: August 9, 2024 at 3:00 pm Report Generated: Friday, August 9, 2024 BrightSpring Health Services Inc Response CONTACT INFORMATION Company: BrightSpring Health Services Inc Email: rfps@rescare.com Contact: Trish Cowles Address: 805 N Whittington Pkwy Louisville, KY 40223 Phone: N/A Website: N/A Submission Date: Aug 8, 2024 8:59 PM Page 3605 of 6355 [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse on behalf of my company.* Confirmed 2. Request for Proposals (RFP) Instructions Form * Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed 4. Insurance Requirements* Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommended Award. Confirmed 5. Collier County Required Forms PROPOSAL SUBMITTAL* Page 3606 of 6355 [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 3 Please submit a proposal per the Evaluation Criteria outlined in Solicitation and provide copies of certifications/licenses/documents as required. Proposal_Submittal_-_All_Ways_Caring.pdf VENDOR DECLARATION STATEMENT (FORM 1)* Vendor_Declaration_Statement_(Form_1).pdf CONFLICT OF INTEREST CERTIFICATION (FORM 2)* Conflict_of_Interest_Certification_(Form_2).pdf IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* Immigration_Law_Affidavit_Certification_(Form_3).pdf REFERENCE QUESTIONNAIRE (FORM 4)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation. Reference_Questionnaire_(Form_4).pdf GRANT PROVISIONS AND ASSURANCES PACKAGE (FORM 5)* Please upload a copy of your signed Federal Provisions Package (FPP). Grant_Provisions_and_Assurances_Package_(Form_5).pdf E-VERIFY - MEMORANDUM OF UNDERSTANDING* E-Verify_-_Memorandum_of_Understanding.pdf W-9 FORM* W-9_Form.pdf PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Page 3607 of 6355 [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [BRIGHTSPRING HEALTH SERVICES INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 4 Proof_of_Status_from_Division_of_Corporations_-_Florida_Department_of_State_(SunBiz).pdf SIGNED ADDENDA Signed_Addenda.pdf MISCELLANEOUS DOCUMENTS Miscellaneous_Documents.pdf Page 3608 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 1. COVER LETTER/MANAGEMENT SUMMARY 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. [The remainder of this page is intentionally left blank] Page 3609 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 COVER LETTER/MANAGEMENT SUMMARY August 8, 2024 Barbara Lance Procurement Strategist Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East, Bldg. C-2 Naples, FL, 34112 Dear Ms. Lance: Southern Home Care Services, Inc. dba All Ways Caring HomeCare is pleased to submit our response to the Request For Proposal (RFP) for Services for Seniors Solicitation No.: 24-8280. As Vice President of Contracts, Sales & Marketing Support, I am authorized to bid for and bind All Ways Caring HomeCare in a formal contract with the Collier County Board of County Commissioners and the Community and Human Services Division (hereafter collectively referred to as Collier County). All Ways Caring has successfully contracted with Collier County since 2013 and appreciates the opportunity to continue providing Homemaking, Personal Care, and Respite (In-home) services to residents. The All Ways Caring mission - Making a difference in people’s quality of life at home, and vision - To be the leading provider of personal care services to individuals in need of support a home define our company’s underlying philosophy and are at the center of everything we do. Our successful service model is built on our commitment to serve seniors and adults with disabilities by creating optimal environments that foster independence and safety. We believe Collier County’s dedication to helping seniors improve or maintain choice, independence and quality of life ... unites us in this common and important purpose. We understand the concerns seniors and their caregivers may have trusting the presence of others in their home. Trust is earned. Person-centered care is the core of All Ways Caring's model and supports Collier County’s goals to provide quality in-home care to clients who benefit from these much needed services. Our Legacy Quality Standards (Leadership, Environment, Get Going, Attitude, Communication and You) guide every segment of our parent company Res-Care, Inc. dba BrightSpring Health Services (BrightSpring). They emphasize and drive core behaviors throughout our organization as we work to serve individuals nationwide. High integrity and accountability, transparency and honesty, purpose driven work ethic, continuous improvement mindset, effective communication and being a good example to others are just some of the attributes that embody the LEGACY Quality Standards. Our CARES quality standards communicate the desired characteristics for all direct care staff to provide compassionate, positive attitude, respectful, engaging, and skilled care. This foundation supports our hiring and training processes and approach to service delivery. Page 3610 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 3 All Ways Caring does not utilize subcontractors. Our Bonita Springs branch will provide the proposed services and has maintained an Agency for Health Care Administration Certification since 2018. We’re capable and ready to meet all requirements outlined in the RFP. The branch management team has a strong knowledge of federal and Florida regulations and Collier County services and expectations. Our staffing model and customer service will continue to contribute to the success of Collier County and its clients. Our service team is designed to ensure excellent customer service and accountability. The Bonita Springs branch staff includes full-time Branch Manager Andrew Zywotko, along with a dedicated Customer Service Manager/Human Resource Recruitment Coordinator (CSM/HRRC). We’re proud of our most recent satisfaction survey score of 4.45/5.0. Collier County, clients and their caregivers, and our direct care staff have 24 hours a day 7 days a week access to our CSM/HRRC who directly answers our on-call telephone number. Service delivery is available to Collier County 24 hours a day, 7 days a week. This allows for service delivery issues to be addressed immediately and enables new clients to access services after hours and on weekends. Gauging customer satisfaction during the provision of services is pivotal to making any necessary adjustments in a timely manner. Our process includes supervisory home visits, supervisors assigning and scheduling direct care staff to clients, and supervisors conducting phone calls to check on clients within 30 days of service initiation. In addition, supervisors monitor services as they occur using our electronic visit verification system, Point of Care. These tools help our team to routinely identify and quickly resolve any issues that may signal the senior’s hesitancy in fully embracing the benefits of the homemaking, personal care and in-home respite services.. Your primary contact for this proposal is Andrew Zywotko, Branch Manager who can be reached at (239) 390-0824 or via email at Andrew.Zywotko@allwayscaring.com to answer any questions or provide additional information. Also, Jennifer Castillo, Executive Director is available at (850) 276-3224 or at Jennifer.Castillo@allwayscaring.com. We look forward to hearing from you. Sincerely, Sherry Pemberton Vice President of Contracts, Sales & Marketing Support 805 N. Whittington Parkway Louisville, KY 40222 Phone: (502) 272-3466 spemberton@brightspringhealth.com Page 3611 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 4 AGENCY FOR HEALTH CARE ADMINISTRATION CERTIFICATION Page 3612 of 6355 Page 3613 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 6 2. ORGANIZATIONAL CAPABILITIES In this tab, include five (5) References Questionnaires from clients of similar scope of services. Please include name, contact name, phone number, address and years performing. Complete each of the items below in the format requested and submit evidence of documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-responsive. 1. The proposer has received license from Agency for Health Care Administration (AHCA). Provide evidence of license. Please see page 4 for copy of AHCA license. Yes 2. The proposer has by-laws which describe how business will be conducted. Yes 3. The proposer has the appropriate license for the services it intends to provide to Collier County. Provide license evidence. Please see page 19 for copy of license. Yes 4. Board members are required to sign a conflict of interest statement. Please provide a policy related to this and will be due at submission and annually thereafter. Please see page 20 for policy. Yes 5. The proposer has a written business plan that is updated regularly. Yes 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. Please see page 26 for organizational chart. Yes 7. Total number of years that the proposer has been in business. Yes 8. Proposer has supervisory staff on call 24 hours per day/365 days per year. Yes 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. No The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. Yes/No Page 3614 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 7 REFERENCE 1 Page 3615 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 8 REFERENCE 2 Page 3616 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 9 REFERENCE 3 Page 3617 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 10 REFERENCE 4 Page 3618 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 11 REFERENCE 5 Page 3619 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 12 3. FINANCIAL AND HUMAN RESOURCES CAPABILITIES 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 2. Proposer prepares annual 1099 or W2 forms for all employees. Yes 3. Proposer has a certified public accountant or an independent accounting/auditing firm to prepare financial records. Yes 4. Proposer uses an accounting software product. Yes 5. Proposer has an accounting staff produce monthly financial statements. Yes 6. Proposer has annual audit completed. Provide copy recently completed. Please see page 80. Yes 7. Proposer has written recruitment policy. Yes 8. Proposer provides criminal background check for employees on this contract. Yes 9. Proposer conducts formal orientation for all new staff. Yes 10. Proposer distributes written personnel policies to staff. Yes 11. Workman's Compensation Policy information clearly posted for staff. Yes 12. Proposer maintains written, signed Job Descriptions. Yes 13. Proposer’s employees are evaluated at least annually in writing. Yes 14. Proposer has written hiring practices. Yes 15. Proposer has written retention policies. Yes Yes/No Page 3620 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 13 16. Proposer has formal progressive disciplinary procedures. Yes 17. Proposer has written policies regarding theft and falsification of time sheets. Yes 18. Proposer has policy to prevent fraud and formalized methods to report suspected incidents. Yes 19. Agency has written disaster plan. Yes 20. Proposer agrees to utilize electronic means to submit documentation, as determined by CHS, to include invoices Yes Page 3621 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 14 4. GENERAL SERVICE DELIVERY Complete each of the items below in the format requested and submit evidence of documentations where indicated. Proposers who do not complete in the format indicated below may be deemed non-responsive. 1. Proposer maintains a formal record of in-services, available for review. Yes 2. Proposer maintains copies of training schedule for last year, available for review. Yes 3. Proposer maintains sign in sheets for in-service training, available for review. Yes 4. Proposer maintains evidence of attendance and completion in employee files. Yes 5. Proposer has copies on file of training materials. Yes 6. Proposer has written Quality Assurance plan. Provide plan. Please see page 27 for Quality Assurance Plan. Yes 7. Proposer surveys clients for satisfaction in writing at least once per year. Provide sample. Please see page 53 for sample survey. Yes 8. Proposer analyzes surveys and uses reports for transmission to administration and to employees. Yes 9. Proposer incorporates results of Quality Assurance activities to annual plan. Please see excerpt immediately following this table. Yes 10. Proposer has Quality Assurance Committee as standing subcommittee of Board Yes 11. Proposer has written policy for reporting incidents. Provide copy and a sample of the incident report. Please see page 55 for policy and sample report. Yes 12. Proposer has formal training for staff regarding reporting of suspected cases of abuse or neglect. Yes 13. Proposer maintains anti-discrimination policies related to service consumer Yes 14. Proposer has written policy regarding consumers rights. Yes 15. Proposer has written system for registering consumer’s complaints. Yes Yes/No Page 3622 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 15 16. Proposer has written policy to follow up on consumers complaints. Yes 17. Proposer has written description of how service is delivered from point of request through provision and termination. Provide copy. Please see page 59 for policies on how service is delivered. Yes 18. Proposer has written procedures for assuring confidentiality of consumer records. Yes Page 3623 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 16 5. ACCEPTANCE OF COST In this tab you will be provided a list of services needed by the County. Those services with rates, Match and Cost already completed are standard rates in which you will be required to accept. The Match requirement applies to the CCE and OAA programs only. Page 3624 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 17 6. COST OF SERVICES TO THE COUNTY In this tab, insert your cost for the services listed below. Item Services Grant Service Unit Cost Per Service Unit (Cost your company charges for the service) CCE and OAA 10% Match (Grant Amount your company will be paying) Reimbursement Rate Per Unit (Amount the County will reimburse your company for a given service) 1. Specialized Medical Equipment, Services, and Supplies ADI, CCE, OAA Per Episode Not applicable. All Ways Caring is not bidding on Specialized Medical Equipment, Services, and Supplies. Page 3625 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 18 REQUESTED ATTACHMENTS AGENCY FOR HEALTH CARE ADMINISTRATION LICENSE Please find our AHCA license on page 4. Page 3626 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 19 LICENSE EVIDENCE Attached is a copy of our State of Florida AHCA Home Health Agency License. Page 3627 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 20 BOARD MEMBERS CONFLICT OF INTEREST POLICY Page 3628 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 21 Page 3629 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 22 Page 3630 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 23 Page 3631 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 24 Page 3632 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 25 Page 3633 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 26 ORGANIZATIONAL CHART Page 3634 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 27 QUALITY ASSURANCE PLAN Page 3635 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 28 Page 3636 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 29 Page 3637 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 30 Page 3638 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 31 Page 3639 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 32 Page 3640 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 33 Page 3641 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 34 Page 3642 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 35 Page 3643 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 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Solicitation No.: 24-8280 45 Page 3653 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 46 Page 3654 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 47 Page 3655 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 48 Page 3656 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 49 Page 3657 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 50 Page 3658 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 51 Page 3659 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 52 Page 3660 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 53 SATISFACTION SURVEY SAMPLE Page 3661 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 54 Page 3662 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 55 CRITICAL INCIDENT POLICY AND REPORT FORM Page 3663 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 56 Page 3664 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 57 Page 3665 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 58 Page 3666 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 59 SERVICE DELIVERY DESCRIPTION Page 3667 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 60 Page 3668 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 61 Page 3669 of 6355 Collier County Board of County Commissioners 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County Commissioners Services for Seniors Solicitation No.: 24-8280 71 Page 3679 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 72 Page 3680 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 73 Page 3681 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 74 Page 3682 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 75 Page 3683 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 76 Page 3684 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 77 Page 3685 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 78 Page 3686 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 79 Page 3687 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 80 AUDIT Page 3688 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 81 Page 3689 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 82 Page 3690 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 83 Page 3691 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 84 Page 3692 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 85 Page 3693 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 86 Page 3694 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 87 Page 3695 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 88 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for Seniors Solicitation No.: 24-8280 106 Page 3714 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 107 Page 3715 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 108 Page 3716 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 109 Page 3717 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 110 Page 3718 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 111 Page 3719 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 112 Page 3720 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 113 Page 3721 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 114 Page 3722 of 6355 Collier County Board of 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Seniors Solicitation No.: 24-8280 141 Page 3749 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 142 Page 3750 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 143 Page 3751 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 144 Page 3752 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 145 Page 3753 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 146 Page 3754 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 147 Page 3755 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 148 Page 3756 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 149 Page 3757 of 6355 Collier County Board of County 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Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 194 Page 3802 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 195 Page 3803 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 196 Page 3804 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 197 Page 3805 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 198 Page 3806 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 199 Page 3807 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 200 Page 3808 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 201 Page 3809 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 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Seniors Solicitation No.: 24-8280 211 Page 3819 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 212 Page 3820 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 213 Page 3821 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 214 Page 3822 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 215 Page 3823 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 216 Page 3824 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 217 Page 3825 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 218 Page 3826 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 219 Page 3827 of 6355 Collier County Board of County 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Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 229 Page 3837 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 230 Page 3838 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 231 Page 3839 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 232 Page 3840 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 233 Page 3841 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 234 Page 3842 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 235 Page 3843 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 236 Page 3844 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 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of 6355 Page 3910 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 303 Page 3911 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 304 Page 3912 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 305 Page 3913 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 306 Page 3914 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 307 Page 3915 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 308 VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** Page 3916 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 309 VENDOR CHECKLIST DOCUMENTS GENERAL BID INSTRUCTIONS ACKNOWLEDGEMENT All Ways Caring acknowledges and agrees to comply with the Request for Proposal (RFP) Instructions by submission of this bid proposal. Page 3917 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 310 PURCHASE ORDER TERMS AND CONDITIONS ACKNOWLEDGEMENT AND ACCEPTANCE All Ways Caring acknowledges and accepts the Purchase Order Terms and Conditions. Page 3918 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 FORM 1: VENDOR DECLARATION STATEMENT Page 3919 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 Page 3920 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 FORM 2: CONFLICT OF INTEREST CERTIFICATION AFFIDAVIT Page 3921 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 FORM 3: IMMIGRATION AFFIDAVIT CERTIFICATION Page 3922 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 FORM 4: REFERENCE QUESTIONNAIRE REFERENCE 1 Page 3923 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 REFERENCE 2 Page 3924 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 3 REFERENCE 3 Page 3925 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 4 REFERENCE 4 Page 3926 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 5 REFERENCE 5 Page 3927 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 FORM 5: GRANT PROVISIONS AND ASSURANCES PACKAGE IN ITS ENTIRETY, IF APPLICABLE, ARE EXECUTED AND SHOULD BE INCLUDED WITH YOUR SUBMITTAL. Certification Regarding Debarment, Suspension, and Other Responsibility Matters – Primary Covered Transactions Page 3928 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 Certification Regarding Lobbying Page 3929 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 3 Conflict of Interest Certification Page 3930 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES Southern Home Care Services, Inc. dba All Ways Caring HomeCare 58-1408815 Not Applicable Not Applicable Sherry Pemberton 10/25/2024 Vice President Contracts, Sales & Marketing AWCContracts@brightspringhealth.com AND (502) 272-3466 (502) 394-2901spemberton@brightspringhealth.com Page 3931 of 6355 Page 3932 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 6 Acknowledgement of Terms, Conditions and Grant Clauses Page 3933 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 E-VERIFY MOU Page 3934 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 Page 3935 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 3 Page 3936 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 4 Page 3937 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 5 Page 3938 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 6 Page 3939 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 7 Page 3940 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 8 Page 3941 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 9 Page 3942 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 10 Page 3943 of 6355 Page 3944 of 6355 Page 3945 of 6355 Company ID Number: Client Company ID Number: the Immigration and Nationality Act (INA) with respect to the hiring of that employee; (3) If the Employer receives a final nonconfirmation for an employee, but continues to employ that person, the Employer must notify DHS and the Employer is subject to a civil money penalty between $550 and $1,100 for each failure to notify DHS of continued employment following a final nonconfirmation; (4) If the Employer continues to employ an employee after receiving a final nonconfirmation, then the Employer is subject to a rebuttable presumption that it has knowingly employed an unauthorized alien in violation of section 274A(a)(1)(A); and (5) no E-Verify participant is civilly or criminally liable under any law for any action taken in good faith based on information provided through the E-Verify. b.DHS reserves the right to conduct Form I-9 compliance inspections, as well as any other enforcement or compliance activity authorized by law, including site visits, to ensure proper use of E-Verify. 8.The Employer is strictly prohibited from creating an E-Verify case before the employee has been hired, meaning that a firm offer of employment was extended and accepted and Form I-9 was completed. The Employer agrees to create an E-Verify case for new employees within three Employer business days after each employee has been hired (after both Sections 1 and 2 of Form I-9 have been completed), and to complete as many steps of the E-Verify process as are necessary according to the E-Verify User Manual. If E-Verify is temporarily unavailable, the three-day time period will be extended until it is again operational in order to accommodate the Employer's attempting, in good faith, to make inquiries during the period of unavailability. 9. The Employer agrees not to use E-Verify for pre-employment screening of job applicants, in support of any unlawful employment practice, or for any other use that this MOU or the E-Verify User Manual does not authorize. 10. The Employer must use E-Verify (through its Web Services E-Verify Employer Agent) for all new employees. The Employer will not verify selectively and will not verify employees hired before the effective date of this MOU. Employers who are Federal contractors may qualify for exceptions to this requirement as described in Article II.B of this MOU. 11. The Employer agrees to follow appropriate procedures (see Article III below) regarding tentative nonconfirmations. The Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee’s E-Verify case. The Employer agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer agrees to provide written referral instructions to employees and instruct affected employees to bring the English copy of the letter to the SSA. The Employer must allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. Further, when employees contest a tentative nonconfirmation based upon a photo mismatch, the Employer must take additional steps (see Article III.B below) to contact DHS with information necessary to resolve the challenge. 12. The Employer agrees not to take any adverse action against an employee based upon the employee's perceived employment eligibility status while SSA or DHS is processing the verification request unless the Employer obtains knowledge (as defined in 8 C.F.R. § 274a.1(l)) that the employee is not work authorized. The Employer understands that an initial inability of the SSA or DHS automated Page 3 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3946 of 6355 Company ID Number: Client Company ID Number: verification system to verify work authorization, a tentative nonconfirmation, a case in continuance (indicating the need for additional time for the government to resolve a case), or the finding of a photo mismatch, does not establish, and should not be interpreted as, evidence that the employee is not work authorized. In any of such cases, the employee must be provided a full and fair opportunity to contest the finding, and if he or she does so, the employee may not be terminated or suffer any adverse employment consequences based upon the employee’s perceived employment eligibility status (including denying, reducing, or extending work hours, delaying or preventing training, requiring an employee to work in poorer conditions, withholding pay, refusing to assign the employee to a Federal contract or other assignment, or otherwise assuming that he or she is unauthorized to work) until and unless secondary verification by SSA or DHS has been completed and a final nonconfirmation has been issued. If the employee does not choose to contest a tentative nonconfirmation or a photo mismatch or if a secondary verification is completed and a final nonconfirmation is issued, then the Employer can find the employee is not work authorized and terminate the employee’s employment. Employers or employees with questions about a final nonconfirmation may call E-Verify at 1-888-464-4218 (customer service) or 1-888-897-7781 (worker hotline). 13.The Employer agrees to comply with Title VII of the Civil Rights Act of 1964 and section 274B of the INA as applicable by not discriminating unlawfully against any individual in hiring, firing, employment eligibility verification, or recruitment or referral practices because of his or her national origin or citizenship status, or by committing discriminatory documentary practices. The Employer understands that such illegal practices can include selective verification or use of E-Verify except as provided in part D below, or discharging or refusing to hire employees because they appear or sound “foreign” or have received tentative nonconfirmations. The Employer further understands that any violation of the immigration-related unfair employment practices provisions in section 274B of the INA could subject the Employer to civil penalties, back pay awards, and other sanctions, and violations of Title VII could subject the Employer to back pay awards, compensatory and punitive damages. Violations of either section 274B of the INA or Title VII may also lead to the termination of its participation in E-Verify. If the Employer has any questions relating to the anti-discrimination provision, it should contact OSC at 1-800-255-8155 or 1-800-237-2515 (TDD). 14.The Employer agrees that it will use the information it receives from E-Verify (through its Web Services E-Verify Employer Agent) only to confirm the employment eligibility of employees as authorized by this MOU. The Employer agrees that it will safeguard this information, and means of access to it (such as Personal Identification Numbers and passwords), to ensure that it is not used for any other purpose and as necessary to protect its confidentiality, including ensuring that it is not disseminated to any person other than employees of the Employer who are authorized to perform the Employer's responsibilities under this MOU, except for such dissemination as may be authorized in advance by SSA or DHS for legitimate purposes. 15.The Employer agrees to notify DHS immediately in the event of a breach of personal information. Breaches are defined as loss of control or unauthorized access to E-Verify personal data. All suspected or confirmed breaches should be reported by calling 1-888-464-4218 or via email at E-Verify@uscis.dhs.gov. Please use “Privacy Incident – Password” in the subject line of your email when sending a breach report to E-Verify. 16.The Employer acknowledges that the information it receives from SSA through its Web Services Page 4 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3947 of 6355 Page 3948 of 6355 Company ID Number: Client Company ID Number: In addition, Web Services E-Verify Employer Agents must provide to SSA and/or DHS the names, titles, addresses, and telephone numbers of its clients and their staff who will access information through E- Verify. Web Services E-Verify Employer Agents must ensure the contact information is updated with SSA and DHS whenever the points of contact change. 4.The Web Services E-Verify Employer Agent agrees to become familiar with and comply with the E-Verify User Manual and provide a copy of the most current version of the manual to the Employer so that the Employer can become familiar with and comply with E-Verify policy and procedures. The Web Services E-Verify Employer Agent agrees to obtain a revised E-Verify User Manual as it becomes available and to provide a copy of the revised version to the Employer no later than 30 days after the manual becomes available. 5.The Web Services E-Verify Employer Agent agrees that any person accessing E-Verify on its behalf is trained on the most recent E-Verify policy and procedures. 6.The Web Services E-Verify Employer Agent agrees that any of its representatives who will perform employment verification cases will complete the E-Verify Tutorial before that individual initiates any cases. a.The Web Services E-Verify Employer Agent agrees that all of its representatives will take the refresher tutorials initiated by E-Verify as a condition of continued use of E-Verify, including any tutorials for Federal contractors, if any of the Employers represented by the Web Services E-Verify Employer Agent is a Federal contractor. b.Failure to complete a refresher tutorial will prevent the Web Services E-Verify Employer Agent and Employer from continued use of E-Verify. 7.The Web Services E-Verify Employer Agent agrees to grant E-Verify access only to current employees who need E-Verify access. The Web Services E-Verify Employer Agent must promptly terminate an employee’s E-Verify access if the employee is separated from the company or no longer needs access to E-Verify. 8.The Web Services E-Verify Employer Agent agrees to obtain the necessary equipment to use E- Verify as required by the E-Verify rules and regulations as modified from time to time. 9.The Web Services E-Verify Employer Agent agrees to, consistent with applicable laws, regulations, and policies, commit sufficient personnel and resources to meet the requirements of this MOU. 10.The Web Services E-Verify Employer Agent agrees to provide its clients with training on E-Verify processes, policies, and procedures. The E-Verify Employer Agent also agrees to provide its clients with ongoing E-Verify training as needed. E-Verify is not responsible for providing training to clients of E-Verify Employer Agents. 11.The Web Services E-Verify Employer Agent agrees to provide the Employer with the notices described in Article II.B.2 below. 12.The Web Services E-Verify Employer Agent agrees to create E-Verify cases for the Employer it represents in accordance with the E-Verify Manual, the E-Verify Web-Based Tutorial and all other published E-Verify Page 6 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3949 of 6355 Company ID Number: Client Company ID Number: rules and procedures. The Web Services E-Verify Employer Agent will create E-Verify cases using information provided by the Employer and will immediately communicate the response back to the Employer. If E-Verify is temporarily unavailable, the three-day time period will be extended until it is again operational in order to accommodate the Web Services E-Verify Employer Agent’s attempting, in good faith, to make inquiries on behalf of the Employer during the period of unavailability. If, however, the Web Services interface is unavailable due to no fault of E-Verify, then the three-day time period is not extended. In such a case, the Web Services E-Verify Employer Agent must use the E-Verify browser during the outage. 13.The Web Services E-Verify Employer Agent agrees to ensure that all notices, referral letters and any other materials otherwise including instructions regarding tentative nonconfirmations, will be consistent with the most current E-Verify tentative nonconfirmation notices and referral letters, which are available on E-Verify’s website. 14.The Web Services E-Verify Employer Agent agrees that any system or interface it develops will follow the steps for creating E-Verify cases and processing tentative nonconfirmations, as laid out in the ICA, this MOU and the User Manual, including but not limited to allowing an employer to close an invalid case where appropriate, allowing an employer to refer a tentative nonconfirmation only when an employee chooses to contest a tentative nonconfirmation (no automatic referrals), and referring a tentative nonconfirmation to the appropriate agency at the time the employer prints the referral letter and provides the letter to the employee. The Web Services E-Verify Employer Agent understands that any failure to make its system or interface consistent with proper E-Verify procedures can result in DHS terminating the Web Services E-Verify Employer Agent’s agreement and access with or without notice. 15.When the Web Services E-Verify Employer Agent receives notice from a client company that it has received a contract with the FAR clause, then the Web Services E-Verify Employer Agent must update the company’s E-Verify profile within 30 days of the contract award date. 16.If data is transmitted between the Web Services E-Verify Employer Agent and its client, then the Web Services E-Verify Employer Agent agrees to protect personally identifiable information during transmission to and from the Web Services E-Verify Employer Agent. 17.The Web Services E-Verify Employer Agent agrees to notify DHS immediately in the event of a breach of personal information. Breaches are defined as loss of control or unauthorized access to E-Verify personal data. All suspected or confirmed breaches should be reported by calling 1-888-464-4218 or via email at E-Verify@uscis.dhs.gov. Please use “Privacy Incident – Password” in the subject line of your email when sending a breach report to E-Verify. 18.The Web Services E-Verify Employer Agent agrees to fully cooperate with DHS and SSA in their compliance monitoring and evaluation of E-Verify, including permitting DHS, SSA, their contractors and other agents, upon reasonable notice, to review Forms I-9, employment records, and all records pertaining to the Web Services E-Verify Employer Agent’s use of E-Verify, and to interview it and its employees regarding the use of E-Verify, and to respond in a timely and accurate manner to DHS requests for information relating to their participation in E-Verify. a.The Web Services E-Verify Employer Agent agrees to cooperate with DHS if DHS requests Page 7 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3950 of 6355 Page 3951 of 6355 Company ID Number: Client Company ID Number: with all E-Verify policies and procedures. 1.If the Employer is a Federal contractor with the FAR E-Verify clause subject to the employment verification terms in Subpart 22.18 of the FAR, it will become familiar with and comply with the most current version of the E-Verify User Manual for Federal Contractors as well as the E-Verify Supplemental Guide for Federal Contractors. 2.In addition to the responsibilities of every employer outlined in this MOU, the Employer understands that if it is a Federal contractor subject to the employment verification terms in Subpart 22.18 of the FAR it must verify the employment eligibility of any “employee assigned to the contract” (as defined in FAR 22.1801). Once an employee has been verified through E-Verify by the Employer, the Employer may not reverify the employee through E-Verify. a.An Employer that is not enrolled in E-Verify as a Federal contractor at the time of a contract award must enroll as a Federal contractor in the E-Verify program within 30 calendar days of contract award and, within 90 days of enrollment, begin to verify employment eligibility of new hires using E-Verify. The Employer must verify those employees who are working in the United States, whether or not they are assigned to the contract. Once the Employer begins verifying new hires, such verification of new hires must be initiated within three business days after the hire date. Once enrolled in E-Verify as a Federal contractor, the Employer must begin verification of employees assigned to the contract within 90 calendar days after the date of enrollment or within 30 days of an employee’s assignment to the contract, whichever date is later. b.Employers enrolled in E-Verify as a Federal contractor for 90 days or more at the time of a contract award must use E-Verify to begin verification of employment eligibility for new hires of the Employer who are working in the United States, whether or not assigned to the contract, within three business days after the date of hire. If the Employer is enrolled in E-Verify as a Federal contractor for 90 calendar days or less at the time of contract award, the Employer must, within 90 days of enrollment, begin to use E-Verify to initiate verification of new hires of the contractor who are working in the United States, whether or not assigned to the contract. Such verification of new hires must be initiated within three business days after the date of hire. An Employer enrolled as a Federal contractor in E-Verify must begin verification of each employee assigned to the contract within 90 calendar days after date of contract award or within 30 days after assignment to the contract, whichever is later. c.Federal contractors that are institutions of higher education (as defined at 20 U.S.C. 1001(a)), state or local governments, governments of Federally recognized Indian tribes, or sureties performing under a takeover agreement entered into with a Federal agency under a performance bond may choose to only verify new and existing employees assigned to the Federal contract. Such Federal contractors may, however, elect to verify all new hires, and/or all existing employees hired after November 6, 1986. Employers in this category must begin verification of employees assigned to the contract within 90 calendar days after the date of enrollment or within 30 days of an employee’s assignment to the contract, whichever date is later. d.Upon enrollment, Employers who are Federal contractors may elect to verify employment eligibility of all existing employees working in the United States who were hired after November 6, 1986, instead of verifying only those employees assigned to a covered Federal contract. After enrollment, Employers must elect to verify existing staff following DHS procedures and begin E-Verify verification of all Page 9 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3952 of 6355 Company ID Number: Client Company ID Number: existing employees within 180 days after the election. e.The Employer may use a previously completed Form I-9 as the basis for creating an E-Verify case for an employee assigned to a contract as long as: i.That Form I-9 is complete (including the SSN) and complies with Article II.A.6, ii.The employee’s work authorization has not expired, and iii.The Employer has reviewed the information reflected in the Form I-9 either in person or in communications with the employee to ensure that the employee’s Section 1, Form I-9 attestation has not changed (including, but not limited to, a lawful permanent resident alien having become a naturalized U.S. citizen). f.The Employer shall complete a new Form I-9 consistent with Article II.A.6 or update the previous Form I-9 to provide the necessary information if: i.The Employer cannot determine that Form I-9 complies with Article II.A.6, ii.The employee’s basis for work authorization as attested in Section 1 has expired or changed, or iii.The Form I-9 contains no SSN or is otherwise incomplete. Note: If Section 1 of Form I-9 is otherwise valid and up-to-date and the form otherwise complies with Article II.C.5, but reflects documentation (such as a U.S. passport or Form I-551) that expired after completing Form I-9, the Employer shall not require the production of additional documentation, or use the photo screening tool described in Article II.A.5, subject to any additional or superseding instructions that may be provided on this subject in the E-Verify User Manual. g.The Employer agrees not to require a second verification using E-Verify of any assigned employee who has previously been verified as a newly hired employee under this MOU or to authorize verification of any existing employee by any Employer that is not a Federal contractor based on this Article. 3. The Employer understands that if it is a Federal contractor, its compliance with this MOU is a performance requirement under the terms of the Federal contract or subcontract, and the Employer consents to the release of information relating to compliance with its verification responsibilities under this MOU to contracting officers or other officials authorized to review the Employer’s compliance with Federal contracting requirements. D. RESPONSIBILITIES OF SSA 1.SSA agrees to allow DHS to compare data provided by the Employer (through the E-Verify Employer Agent) against SSA’s database. SSA sends DHS confirmation that the data sent either matches or does not match the information in SSA’s database. 2.SSA agrees to safeguard the information the Employer provides (through the E-Verify Employer Agent) through E-Verify procedures. SSA also agrees to limit access to such information, as is appropriate by law, to individuals responsible for the verification of Social Security numbers or responsible for evaluation of E-Verify or such other persons or entities who may be authorized by SSA as governed by the Privacy Act (5 U.S.C. § 552a), the Social Security Act (42 U.S.C. 1306(a)), and SSA regulations (20 CFR Part 401). Page 10 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3953 of 6355 Company ID Number: Client Company ID Number: 3.SSA agrees to provide case results from its database within three Federal Government work days of the initial inquiry. E-Verify provides the information to the E-Verify Employer Agent. 4.SSA agrees to update SSA records as necessary if the employee who contests the SSA tentative nonconfirmation visits an SSA field office and provides the required evidence. If the employee visits an SSA field office within the eight Federal Government work days from the date of referral to SSA, SSA agrees to update SSA records, if appropriate, within the eight-day period unless SSA determines that more than eight days may be necessary. In such cases, SSA will provide additional instructions to the employee. If the employee does not visit SSA in the time allowed, E-Verify may provide a final nonconfirmation to the E-Verify Employer Agent. Note: If an Employer experiences technical problems, or has a policy question, the employer should contact E-Verify at 1-888-464-4218. E. RESPONSIBILITIES OF DHS 1.DHS agrees to provide the Employer with selected data from DHS databases to enable the Employer (through the E-Verify Employer Agent) to conduct, to the extent authorized by this MOU: a.Automated verification checks on alien employees by electronic means, and b.Photo verification checks (when available) on employees. 2.DHS agrees to assist the E-Verify Employer Agent with operational problems associated with its participation in E-Verify. DHS agrees to provide the E-Verify Employer Agent names, titles, addresses, and telephone numbers of DHS representatives to be contacted during the E-Verify process. 3.DHS agrees to provide to the E-Verify Employer Agent with access to E-Verify training materials as well as an E-Verify User Manual that contain instructions on E-Verify policies, procedures, and requirements for both SSA and DHS, including restrictions on the use of E-Verify. 4.DHS agrees to train E-Verify Employer Agents on all important changes made to E-Verify through the use of mandatory refresher tutorials and updates to the E-Verify User Manual. Even without changes to E-Verify, DHS reserves the right to require E-Verify Employer Agents to take mandatory refresher tutorials. 5.DHS agrees to provide to the Employer (through the E-Verify Employer Agent) a notice, which indicates the Employer's participation in E-Verify. DHS also agrees to provide to the Employer anti-discrimination notices issued by the Office of Special Counsel for Immigration-Related Unfair Employment Practices (OSC), Civil Rights Division, U.S. Department of Justice. 6.DHS agrees to issue each of the E-Verify Employer Agent’s E-Verify users a unique user identification number and password that permits them to log in to E-Verify. 7.DHS agrees to safeguard the information the Employer provides (through the E-Verify Employer Agent), and to limit access to such information to individuals responsible for the verification process, for evaluation of E-Verify, or to such other persons or entities as may be authorized by applicable law. Information will be used only to verify the accuracy of Social Security numbers and employment eligibility, to enforce the INA and Federal criminal laws, and to administer Federal contracting requirements. Page 11 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3954 of 6355 Company ID Number: Client Company ID Number: 8.DHS agrees to provide a means of automated verification that provides (in conjunction with SSA verification procedures) confirmation or tentative nonconfirmation of employees' employment eligibility within three Federal Government work days of the initial inquiry. 9.DHS agrees to provide a means of secondary verification (including updating DHS records) for employees who contest DHS tentative nonconfirmations and photo mismatch tentative nonconfirmations. This provides final confirmation or nonconfirmation of the employees' employment eligibility within 10 Federal Government work days of the date of referral to DHS, unless DHS determines that more than 10 days may be necessary. In such cases, DHS will provide additional verification instructions. ARTICLE III REFERRAL OF INDIVIDUALS TO SSA AND DHS A. REFERRAL TO SSA 1.If the Employer receives a tentative nonconfirmation issued by SSA, the Employer must print the notice as directed by E-Verify. The Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee’s E-Verify case. The Employer also agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer agrees to provide written referral instructions to employees and instruct affected employees to bring the English copy of the letter to the SSA. The Employer must allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. 2.The Employer agrees to obtain the employee’s response about whether he or she will contest the tentative nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the employee may determine whether he or she will contest the tentative nonconfirmation. 3.After a tentative nonconfirmation, the Employer will refer employees to SSA field offices only as directed by E-Verify. The Employer must record the case verification number, review the employee information submitted to E-Verify to identify any errors, and find out whether the employee contests the tentative nonconfirmation. The Employer will transmit the Social Security number, or any other corrected employee information that SSA requests, to SSA for verification again if this review indicates a need to do so. 4.The Employer will instruct the employee to visit an SSA office within eight Federal Government work days. SSA will electronically transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it determines that more than 10 days is necessary. 5.While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates. 6.The Employer agrees not to ask the employee to obtain a printout from the Social Security Administration number database (the Numident) or other written verification of the SSN from the SSA. Page 12 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3955 of 6355 Company ID Number: Client Company ID Number: B. REFERRAL TO DHS 1.If the Employer receives a tentative nonconfirmation issued by DHS, the Employer must promptly notify employees in private of the finding and provide them with the notice and letter containing information specific to the employee’s E-Verify case. The Employer also agrees to provide both the English and the translated notice and letter for employees with limited English proficiency to employees. The Employer must allow employees to contest the finding, and not take adverse action against employees if they choose to contest the finding, while their case is still pending. 2.The Employer agrees to obtain the employee’s response about whether he or she will contest the tentative nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the employee may determine whether he or she will contest the tentative nonconfirmation. 3.The Employer agrees to refer individuals to DHS only when the employee chooses to contest a tentative nonconfirmation. 4.If the employee contests a tentative nonconfirmation issued by DHS, the Employer will instruct the employee to contact DHS through its toll-free hotline (as found on the referral letter) within eight Federal Government work days. 5.If the Employer finds a photo mismatch, the Employer must provide the photo mismatch tentative nonconfirmation notice and follow the instructions outlined in paragraph 1 of this section for tentative nonconfirmations, generally. 6.The Employer agrees that if an employee contests a tentative nonconfirmation based upon a photo mismatch, the Employer will send a copy of the employee’s Form I-551, Form I-766, U.S. Passport, or passport card to DHS for review by: a. Scanning and uploading the document, or b. Sending a photocopy of the document by express mail (furnished and paid for by the employer). 7.The Employer understands that if it cannot determine whether there is a photo match/mismatch, the Employer must forward the employee’s documentation to DHS as described in the preceding paragraph. The Employer agrees to resolve the case as specified by the DHS representative who will determine the photo match or mismatch. 8.DHS will electronically transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it determines that more than 10 days is necessary. 9.While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates. Page 13 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3956 of 6355 Company ID Number: Client Company ID Number: ARTICLE IV SERVICE PROVISIONS A. NO SERVICE FEES 1. SSA and DHS will not charge the Employer or the Web Services E-Verify Employer Agent for verification services performed under this MOU. The Employer is responsible for providing equipment needed to make inquiries. To access E-Verify, an Employer will need a personal computer with Internet access. ARTICLE V SYSTEM SECURITY AND MAINTENANCE A. DEVELOPMENT REQUIREMENTS 1.Software developed by Web Services E-Verify Employer Agents must comply with federally-mandated information security policies and industry security standards to include but not limited to: a. Public Law 107-347, “E-Government Act of 2002, Title III, Federal Information Security Management Act (FISMA),” December 2002. b. Office of Management and Budget (OMB) Memorandum (M-10-15), “FY 2010 Reporting Instructions for the Federal Information Security Management Act and Agency Privacy Management,” April 2010. c. National Institute of Standards and Technology (NIST) Special Publication (SP) and Federal Information Processing Standards Publication (FIPS). d. International Organization for Standardization/International Electrotechnical Commission (ISO/IEC) 27002, Information Technology — Security Techniques — Code of Practice for Information Security Management. 2.The Web Services E-Verify Employer Agent agrees to update its Web Services interface to reflect system enhancements within six months from the date DHS notifies the Web Services User of the system update. The Web Services User will receive notice from DHS in the form of an Interface Control Agreement (ICA). The Web Services E-Verify Employer Agent agrees to institute changes to its interface as identified in the ICA, including all functionality identified and all data elements detailed therein. 3.The Web Services E-Verify Employer Agent agrees to demonstrate progress of its efforts to update its Web Services interface if and when DHS requests such progress reports. 4.The Web Services E-Verify Employer Agent acknowledges that if its system enhancements are not completed to the satisfaction of DHS or its assignees within six months from the date DHS notifies the Web Services User of the system update, then the Web Services User’s E-Verify account may be suspended, and support for previous releases of E-Verify may no longer be available to the Web Services User. The Web Services E-Verify Employer Agent also acknowledges that DHS may suspend the Web Services User’s account after the six-month period has elapsed. 5.The Web Services E-Verify Employer Agent agrees to incorporate error handling logic into its development or software to accommodate and act in a timely fashion should an error code be returned. Page 14 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3957 of 6355 Company ID Number: Client Company ID Number: 6.The Web Services E-Verify Employer Agent agrees to complete the technical requirements testing which is confirmed upon receiving approval of test data and connectivity between the Web Services E-Verify Employer Agent and DHS. 7.DHS will not reimburse any Web Services E-Verify Employer Agent or software developer who has expended resources in the development or maintenance of a Web Services interface if that party is unable, or becomes unable, to meet any of the requirements set forth in this MOU. 8.Housing, development, infrastructure, maintenance, and testing of the Web Services applications may take place outside the United States and its territories, but testing must be conducted to ensure that the code is correct and secure. 9.If the Web Services E-Verify Employer Agent includes an electronic Form I-9 as part of its interface, then it must comply with the standards for electronic retention of Form I-9 found in 8 CFR 274a.2(e). B. INFORMATION SECURITY REQUIREMENTS Web Services E-Verify Employer Agents performing verification services under this MOU must ensure that information that is shared between the Web Services E-Verify Employer Agent and DHS is appropriately protected comparable to the protection provided when the information is within the DHS environment [OMB Circular A-130 Appendix III]. To achieve this level of information security, the Web Services E-Verify Employer Agent agrees to institute the following procedures: 1.Conduct periodic assessments of risk, including the magnitude of harm that could result from the unauthorized access, use, disclosure, disruption, modification, or destruction of information and information systems that support the operations and assets of the DHS, SSA, and the Web Services E-Verify Employer Agent and its clients; 2.Develop policies and procedures that are based on risk assessments, cost-effectively reduce information security risks to an acceptable level, and ensure that information security is addressed throughout the life cycle of each organizational information system; 3.Implement subordinate plans for providing adequate information security for networks, facilities, information systems, or groups of information systems, as appropriate; 4.Conduct security awareness training to inform the Web Services E-Verify Employer Agent’s personnel (including contractors and other users of information systems that support the operations and assets of the organization) of the information security risks associated with their activities and their responsibilities in complying with organizational policies and procedures designed to reduce these risks; 5.Develop periodic testing and evaluation of the effectiveness of information security policies, procedures, practices, and security controls to be performed with a frequency depending on risk, but no less than once per year; Page 15 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3958 of 6355 Company ID Number: Client Company ID Number: 6.Develop a process for planning, implementing, evaluating, and documenting remedial actions to address any deficiencies in the information security policies, procedures, and practices of the organization; 7.Implement procedures for detecting, reporting, and responding to security incidents; 8.Create plans and procedures to ensure continuity of operations for information systems that support the operations and assets of the organization; 9.In information-sharing environments, the information owner is responsible for establishing the rules for appropriate use and protection of the subject information and retains that responsibility even when the information is shared with or provided to other organizations [NIST SP 800-37]. 10.DHS reserves the right to restrict Web Services calls from certain IP addresses. 11.DHS reserves the right to audit the Web Services E-Verify Employer Agent’s application. 12.Web Services E-Verify Employer Agents and Software Developers agree to cooperate willingly with the DHS assessment of information security and privacy practices used by the company to develop and maintain the software. C. DATA PROTECTION AND PRIVACY REQUIREMENTS 1.Web Services E-Verify Employer Agents must practice proper Internet security; this means using HTTP over SSL/TLS (also known as HTTPS) when accessing DHS information resources such as E-Verify [NIST SP 800-95]. Internet security practices like this are necessary because Simple Object Access Protocol (SOAP), which provides a basic messaging framework on which Web Services can be built, allows messages to be viewed or modified by attackers as messages traverse the Internet and is not independently designed with all the necessary security protocols for E-Verify use. 2.In accordance with DHS standards, the Web Services E-Verify Employer Agent agrees to maintain physical, electronic, and procedural safeguards to appropriately protect the information shared under this MOU against loss, theft, misuse, unauthorized access, and improper disclosure, copying use, modification or deletion. 3.Any data transmission requiring encryption shall comply with the following standards: •Products using FIPS 197 Advanced Encryption Standard (AES) algorithms with at least 256-bit encryption that has been validated under FIPS 140-2. •NSA Type 2 or Type 1 encryption. 4.User ID Management (Set Standard): All information exchanged between the parties under this MOU will be done only through authorized Web Services E-Verify Employer Agent representatives identified above. 5.The Web Services E-Verify Employer Agent agrees to use the E-Verify browser instead of its own interface if it has not yet upgraded its interface to comply with the Federal Acquisition Regulation (FAR) system changes. In addition, Web Services E-Verify Employer Agents whose interfaces do not support the Form I-9 from 2/2/2009 or 8/7/2009 should also use the E-Verify browser until the system upgrade is completed. Page 16 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3959 of 6355 Company ID Number: Client Company ID Number: 6.The Web Services E-Verify Employer Agent agrees to use the E-Verify browser instead of its own interface if it has not completed updates to its system within six months from the date DHS notifies the Web Services E-Verify Employer Agent of the system update. The Web Services E-Verify Employer Agent can resume use of its interface once it is up-to-date, unless the Web Services E-Verify Employer Agent has been suspended or terminated from continued use of the system. D. COMMUNICATIONS 1.Web Services E-Verify Employer Agents and Software Developers agree to develop an electronic system that is not subject to any agreement that would restrict access to and use of by an agency of the United States. 2.The Web Services E-Verify Employer Agent agrees to develop effective controls to ensure the integrity, accuracy and reliability of its electronic system. 3.The Web Services E-Verify Employer Agent agrees to develop an inspection and quality assurance program that regularly, at least once per year, evaluates the electronic system, and includes periodic checks of electronically stored information. The Web Services E-Verify Employer Agent agrees to share the results of its regular inspection and quality assurance program with DHS upon request. 4.The Web Services E-Verify Employer Agent agrees to develop an electronic system with the ability to produce legible copies of applicable notices, letters, etc. 5.All information exchanged between the parties under this MOU will be in accordance with applicable laws, regulations, and policies, including but not limited to, information security guidelines of the sending party with respect to any information that is deemed Personally Identifiable Information (PII), including but not limited to the employee or applicant’s Social Security number, alien number, date of birth, or other information that may be used to identify the individual. 6.Suspected and confirmed information security breaches must be reported to DHS according to Article II.A.17. Reporting such breaches does not relieve the Web Services E-Verify Employer Agent from further requirements as directed by state and local law. The Web Services E-Verify Employer Agent is subject to applicable state laws regarding data protection and incident reporting in addition to the requirements herein. E. SOFTWARE DEVELOPER RESTRICTIONS 1.The Web Services E-Verify Employer Agent agrees that if it develops a Web Services interface and sells such interface, then it can be held liable for any misuse by the company that purchases the interface. It is the responsibility of the Web Services E-Verify Employer Agent to ensure that its interface is used in accordance with E-Verify policies and procedures. 2.The Web Services E-Verify Employer Agent agrees to provide software updates to each client who purchases its software. Because of the frequency Web Services updates, an ongoing relationship between the software developer and the client is necessary. Page 17 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3960 of 6355 Company ID Number: Client Company ID Number: 3.DHS reserves the right to terminate the access of any software developer with or without notice who creates or uses an interface that does not comply with E-Verify procedures. 4.Web Services Software Developers pursuing software development independent of serving clients as a Web Services E-Verify Employer Agent are not eligible to receive an ICA. At this time, E-Verify d oes not permit Web Services software development without also being a Web Services E-Verify Employer Agent or Web Services Employer. F. PENALTIES 1.The Web Services E-Verify Employer Agent agrees that any failure on its part to comply with the terms of the MOU may result in account suspension, termination, or other adverse action. 2.DHS is not liable for any financial losses to Web Services E-Verify Employer Agent, its clients, or any other party as a result of your account suspension or termination. ARTICLE VI MODIFICATION AND TERMINATION A. MODIFICATION 1.This MOU is effective upon the signature of all parties and shall continue in effect for as long as the SSA and DHS operates the E-Verify program unless modified in writing by the mutual consent of all parties. 2.Any and all E-Verify system enhancements by DHS or SSA, including but not limited to E-Verify checking against additional data sources and instituting new verification policies or procedures, will be covered under this MOU and will not cause the need for a supplemental MOU that outlines these changes. B. TERMINATION 1.The Web Services E-Verify Employer Agent may terminate this MOU and its participation in E-Verify a t any time upon 30 days prior written notice to the other parties. In addition, any Employer represented by the Web Services E-Verify Employer Agent may voluntarily terminate its MOU upon giving DHS 30 days’ written notice. The Web Services E-Verify Employer Agent may not refuse to terminate the Employer based upon an outstanding bill for verification services. 2.Notwithstanding Article V, part A of this MOU, DHS may terminate this MOU, and thereby the Web Services E-Verify Employer Agent’s participation in E-Verify, with or without notice at any time if deemed necessary because of the requirements of law or policy, or upon a determination by SSA or DHS that there has been a breach of system integrity or security by the Web Services E-Verify Employer Agent or Employer, or a failure on the part of either party to comply with established E-Verify procedures and/or legal requirements. The Employer understands that if it is a Federal contractor, termination of this MOU by any party for any reason may negatively affect the performance of its contractual responsibilities. Similarly, the Employer understands that if it is in a state where E-Verify is mandatory, termination of this by any party MOU may negatively affect the Employer’s business. Page 18 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3961 of 6355 Company ID Number: Client Company ID Number: 3.A Web Services E-Verify Employer Agent for an Employer that is a Federal contractor may terminate this MOU when the Federal contract that requires its participation in E-Verify is terminated or completed. In such cases, the Web Services E-Verify Employer Agent must provide written notice to DHS. If the Web Services E-Verify Employer Agent fails to provide such notice, then that Employer will remain an E-Verify participant, will remain bound by the terms of this MOU that apply to non-Federal contractor participants, and will be required to use the E-Verify procedures to verify the employment eligibility of all newly hired employees. 4.The Web Services E-Verify Employer Agent agrees that E-Verify is not liable for any losses, financial or otherwise, if the Web Services E-Verify Employer Agent or the Employer is terminated from E-Verify. ARTICLE VII PARTIES A.Some or all SSA and DHS responsibilities under this MOU may be performed by contractor(s), and SSA and DHS may adjust verification responsibilities between each other as necessary. By separate agreement with DHS, SSA has agreed to perform its responsibilities as described in this MOU. B.Nothing in this MOU is intended, or should be construed, to create any right or benefit, substantive or procedural, enforceable at law by any third party against the United States, its agencies, officers, or employees, or against the Web Services E-Verify Employer Agent, its agents, officers, or employees. C.The Web Services E-Verify Employer Agent may not assign, directly or indirectly, whether by operation of law, change of control or merger, all or any part of its rights or obligations under this MOU without the prior written consent of DHS, which consent shall not be unreasonably withheld or delayed. Any attempt to sublicense, assign, or transfer any of the rights, duties, or obligations herein is void. D.Each party shall be solely responsible for defending any claim or action against it arising out of or related to E-Verify or this MOU, whether civil or criminal, and for any liability wherefrom, including (but not limited to) any dispute between the Web Services E-Verify Employer Agent or the Employer and any other person or entity regarding the applicability of Section 403(d) of IIRIRA to any action taken or allegedly taken by the Web Services E-Verify Employer Agent or the Employer. E.The Web Services E-Verify Employer Agent understands that its participation in E-Verify is not confidential information and may be disclosed as authorized or required by law and DHS or SSA policy, including but not limited to, Congressional oversight, E-Verify publicity and media inquiries, determinations of compliance with Federal contractual requirements, and responses to inquiries under the Freedom of Information Act (FOIA). F.The individuals whose signatures appear below represent that they are authorized to enter into this MOU on behalf of the Employer, the Web Services E-Verify Employer Agent and DHS respectively. The Web Services E-Verify Employer Agent understands that any inaccurate statement, representation, data or other information provided to DHS may subject the Web Services E-Verify Employer Agent, as the case may be, its subcontractors, its employees, or its representatives to: (1) prosecution for false statements pursuant to 18 U.S.C. 1001 and/or; (2) immediate termination of its MOU and/or; (3) possible debarment or suspension. Page 19 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3962 of 6355 Page 3963 of 6355 Company ID Number: Client Company ID Number: Approved by: Employer Name (Please Type or Print) Title Signature Date E-Verify Employer Agent Name (Please Type or Print) Title Signature Date Department of Homeland Security – Verification Division Name (Please Type or Print) Title Signature Date Page 21 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 Tracker Corp USCIS Verification Division 11/02/2020 Isaias Del Rosario 11/02/2020Electronically Signed Electronically Signed ResCare 1603994 11/03/2020 Isaias Del Rosario Electronically Signed 69740 Page 3964 of 6355 Company ID Number: Client Company ID Number: Information Required for the E-Verify Program Information relating to your Company: Company Name Company Facility Address Company Alternate Address County or Parish Employer Identification Number North American Industry Classification Systems Code Parent Company Number of Employees Number of Sites Verified for Page 22 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 ResCare JEFFERSON 1603994 621 805 N. Whittington Pkwy Louisville, KY 40222 10,000 and over 69740 805 N. Whittington Pkwy Louisville, KY 40222 610875371 9976 site(s) Page 3965 of 6355 Company ID Number: Client Company ID Number: Are you verifying for more than 1 site? If yes, please provide the number of sites verified for in each State: Page 23 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 57 68 150 19 9 516 104 1 49 9 UT TX TN SC WA VT VI VA WI 46 1032 490 30 99 6 9 WY 46 WV 147 70NV NM NJ NH OR OK OH NY AL PR AK PA DC 120 CT 2 1 DE 181 AZ 69 AR CO CA 2RI 75 85 903 9 ME MD MA MS MO MN MI NE NC MT 513 8 67 286 140 4 41 21 1603994 12 9 19 135 1799 337 537 223 201 1141 69740 24 46 9 GA FL IL ID IA HI LA KY KS IN Page 3966 of 6355 Company ID Number: Client Company ID Number: Information relating to the Program Administrator(s) for your Company on policy questions or operational problems: Page 24 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 Email Email 5023942100 5023942100 Shannon Ernst Tabitha Shumate 160399469740 Name Name Phone Number Phone Number Fax Fax shannon.ernst@brightspringhealth.com tabitha.shumate@brightspringhealth.com Page 3967 of 6355 Company ID Number Client Company ID Number: : This list represents the first 20 Program Administrators listed for this company. Page 25 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13 160399469740 Page 3968 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 W-9 FORM Page 3969 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 PROOF OF STATUS FROM DIVISION OF CORPORATIONS Page 3970 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 Page 3971 of 6355 Page 3972 of 6355 Page 3973 of 6355 Page 3974 of 6355 Page 3975 of 6355 Page 3976 of 6355 Page 3977 of 6355 Page 3978 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 SIGNED ADDENDA As of All Ways Caring’s RFP submission, and pursuant to Addenda and Notices on the Collier County Procurement Services Division Online Bidding System, no Addenda Have Been Issued. Page 3979 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 1 MISCELLANEOUS DOCUMENTS ACKNOWLEDGMENT OF INSURANCE REQUIREMENTS All Ways Caring acknowledges and will comply with the Insurance Requirements. Page 3980 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 2 BID SCHEDULE Pursuant to the Question & Answer on the Collier County Procurement Services Division Online Bidding System, the Bid Schedule is not applicable. Page 3981 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 3 COUNTY’S IT TECHNICAL ARCHITECTURE REQUIREMENTS ACKNOWLEDGEMENT Pursuant to the Question & Answer on the Collier County Procurement Services Division Online Bidding System, the IT Technical Architecture Requirements Acknowledgement is not applicable. Page 3982 of 6355 Collier County Board of County Commissioners Services for Seniors Solicitation No.: 24-8280 4 ACKNOWLEDGMENT AND ACCEPTANCE OF ALL SUPPLEMENTAL REQUIREMENTS AND TERMS All Ways Caring acknowledges and accepts all applicable requirements and terms outlined in 4. Attachments on the Collier County Procurement Services Division Online Bidding System. Page 3983 of 6355 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors RESPONSE DEADLINE: August 9, 2024 at 3:00 pm Report Generated: Friday, August 9, 2024 Eleven Ash Inc Response CONTACT INFORMATION Company: Eleven Ash Inc Email: cmiller@health-force.us Contact: Charlene Miller Address: 5276 Summerlin Commons Way # 702 FORT MYERS, FL 33907 Phone: (239) 275-4747 Website: www.Health-force.us Submission Date: Jul 24, 2024 8:45 PM Page 3984 of 6355 [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse on behalf of my company.* Confirmed 2. Request for Proposals (RFP) Instructions Form * Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed 4. Insurance Requirements* Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommended Award. Confirmed 5. Collier County Required Forms PROPOSAL SUBMITTAL* Page 3985 of 6355 [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 3 Please submit a proposal per the Evaluation Criteria outlined in Solicitation and provide copies of certifications/licenses/documents as required. 20240723173238267.pdf 20240724155548716.pdf VENDOR DECLARATION STATEMENT (FORM 1)* 20240723165751466.pdf CONFLICT OF INTEREST CERTIFICATION (FORM 2)* 20240723165904159.pdf IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* 20240723165952369.pdf REFERENCE QUESTIONNAIRE (FORM 4)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation. 20240723171819658.pdf GRANT PROVISIONS AND ASSURANCES PACKAGE (FORM 5)* Please upload a copy of your signed Federal Provisions Package (FPP). 20240724165340916.pdf E-VERIFY - MEMORANDUM OF UNDERSTANDING* 20240724121431939.pdf W-9 FORM* 20240723170419755.pdf PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* Page 3986 of 6355 [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [ELEVEN ASH INC] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 4 http://dos.myflorida.com/sunbiz/ should be attached with your submittal. 20240723170826613.pdf SIGNED ADDENDA 20240724163641301.pdf MISCELLANEOUS DOCUMENTS No response submitted Page 3987 of 6355 Page 3988 of 6355 Page 3989 of 6355 Page 3990 of 6355 Page 3991 of 6355 Page 3992 of 6355 Page 3993 of 6355 Page 3994 of 6355 Page 3995 of 6355 Page 3996 of 6355 Page 3997 of 6355 Page 3998 of 6355 Page 3999 of 6355 Page 4000 of 6355 Page 4001 of 6355 Page 4002 of 6355 Page 4003 of 6355 Page 4004 of 6355 Page 4005 of 6355 Page 4006 of 6355 Page 4007 of 6355 Page 4008 of 6355 Page 4009 of 6355 Page 4010 of 6355 Page 4011 of 6355 Page 4012 of 6355 Page 4013 of 6355 Page 4014 of 6355 Page 4015 of 6355 Page 4016 of 6355 Page 4017 of 6355 Page 4018 of 6355 Page 4019 of 6355 Page 4020 of 6355 Page 4021 of 6355 Page 4022 of 6355 Page 4023 of 6355 Page 4024 of 6355 Page 4025 of 6355 Page 4026 of 6355 Page 4027 of 6355 Page 4028 of 6355 Page 4029 of 6355 Page 4030 of 6355 Page 4031 of 6355 Page 4032 of 6355 Page 4033 of 6355 Page 4034 of 6355 Page 4035 of 6355 Page 4036 of 6355 Page 4037 of 6355 Page 4038 of 6355 Page 4039 of 6355 Page 4040 of 6355 Page 4041 of 6355 Page 4042 of 6355 Page 4043 of 6355 Page 4044 of 6355 Page 4045 of 6355 Page 4046 of 6355 Page 4047 of 6355 Page 4048 of 6355 Page 4049 of 6355 Page 4050 of 6355 Page 4051 of 6355 Page 4052 of 6355 Page 4053 of 6355 Page 4054 of 6355 Page 4055 of 6355 Page 4056 of 6355 Page 4057 of 6355 Page 4058 of 6355 Page 4059 of 6355 Page 4060 of 6355 Page 4061 of 6355 Page 4062 of 6355 Page 4063 of 6355 Page 4064 of 6355 Page 4065 of 6355 Page 4066 of 6355 Page 4067 of 6355 Page 4068 of 6355 Page 4069 of 6355 Page 4070 of 6355 Page 4071 of 6355 Page 4072 of 6355 Page 4073 of 6355 Page 4074 of 6355 Page 4075 of 6355 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors RESPONSE DEADLINE: August 9, 2024 at 3:00 pm Report Generated: Friday, August 9, 2024 Home Health Care Resources Corp Response CONTACT INFORMATION Company: Home Health Care Resources Corp Email: carlos@homehealthcrc.com Contact: Carlos Pereira Address: 866 Tamiami Trail Suite 4 Port Charlotte, FL 33953 Phone: (561) 304-1311 Website: https://www.homehealthcrc.com/ Submission Date: Aug 9, 2024 5:38 PM Page 4076 of 6355 [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse on behalf of my company.* Confirmed 2. Request for Proposals (RFP) Instructions Form * Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed 4. Insurance Requirements* Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommended Award. Confirmed 5. Collier County Required Forms PROPOSAL SUBMITTAL* Page 4077 of 6355 [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 3 Please submit a proposal per the Evaluation Criteria outlined in Solicitation and provide copies of certifications/licenses/documents as required. RFP-24-8280-Proposal-HomeHealthCareResources_Corp.pdf VENDOR DECLARATION STATEMENT (FORM 1)* Form1-VendorDeclarationStatement-HomeHealthCareResourcesCorp.pdf CONFLICT OF INTEREST CERTIFICATION (FORM 2)* Form2-ConflictOfInterest-HomeHealthCareResourcesCorp.pdf IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* Form3-ImmigrationAffidavitCertification-HomeHealthCareResourcesCorp.pdf REFERENCE QUESTIONNAIRE (FORM 4)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation. Form4-ReferenceQuestionnaires-HomeHealthCareResourcesCorp.pdf GRANT PROVISIONS AND ASSURANCES PACKAGE (FORM 5)* Please upload a copy of your signed Federal Provisions Package (FPP). Form5-GrantProvisions-HomeHealthCareResourcesCorp.pdf E-VERIFY - MEMORANDUM OF UNDERSTANDING* EVerify-MemorandumOfUnderstanding-HomeHealthCareResourcesCorp.pdf W-9 FORM* W9-HomeHealthCareResourcesCorp.pdf PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Page 4078 of 6355 [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [HOME HEALTH CARE RESOURCES CORP] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 4 SunBiz-Profile-HomeHealthCareResourcesCorp.pdf SIGNED ADDENDA No-Addendas-Added.pdf MISCELLANEOUS DOCUMENTS CertificateOfLiability-HomeHealthCareResourcesCorp.pdf LocalBusinessTaxReceipt-HomeHealthCareResourcesCorp.pdf Page 4079 of 6355 Page 4080 of 6355 Page 4081 of 6355 Page 4082 of 6355 Page 4083 of 6355 Page 4084 of 6355 Page 4085 of 6355 Page 4086 of 6355 Page 4087 of 6355 Page 4088 of 6355 Page 4089 of 6355 Page 4090 of 6355 Page 4091 of 6355 Page 4092 of 6355 Page 4093 of 6355 Page 4094 of 6355 Page 4095 of 6355 Page 4096 of 6355 Page 4097 of 6355 Page 4098 of 6355 Page 4099 of 6355 Page 4100 of 6355 Page 4101 of 6355 Page 4102 of 6355 Page 4103 of 6355 Page 4104 of 6355 Page 4105 of 6355 Page 4106 of 6355 Page 4107 of 6355 Page 4108 of 6355 Page 4109 of 6355 Page 4110 of 6355 Page 4111 of 6355 Page 4112 of 6355 Page 4113 of 6355 Page 4114 of 6355 Page 4115 of 6355 Page 4116 of 6355 Page 4117 of 6355 Page 4118 of 6355 Page 4119 of 6355 Page 4120 of 6355 Page 4121 of 6355 Page 4122 of 6355 Page 4123 of 6355 Page 4124 of 6355 Page 4125 of 6355 Page 4126 of 6355 Page 4127 of 6355 Page 4128 of 6355 Page 4129 of 6355 Page 4130 of 6355 Page 4131 of 6355 Page 4132 of 6355 Page 4133 of 6355 Page 4134 of 6355 Page 4135 of 6355 Page 4136 of 6355 Page 4137 of 6355 Page 4138 of 6355 Page 4139 of 6355 Page 4140 of 6355 Page 4141 of 6355 Page 4142 of 6355 Page 4143 of 6355 Page 4144 of 6355 Page 4145 of 6355 Page 4146 of 6355 OPEN Services for Seniors  Procurement  91878, 94807, 94843, 94845, 94847... show all Project ID: 24-8280 Release Date: Tuesday, July 9, 2024 Due Date: Friday, August 9, 2024 3:00pm  Posted  Tuesday, July 9, 2024 8:57am All dates & times in Eastern Time Time Remaining: 1 hours, 25 minutes Addenda & Official Notices Addenda & Notices issued following the posting of the project 0All 0Addenda 0Notices No Addenda Have Been Issued No Notices Have Been Issued Page 4147 of 6355 Page 4148 of 6355 Page 4149 of 6355 Page 4150 of 6355 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors RESPONSE DEADLINE: August 9, 2024 at 3:00 pm Report Generated: Friday, August 9, 2024 Personal Response Corporation Response CONTACT INFORMATION Company: Personal Response Corporation Email: stategovnotices@connectamerica.com Contact: Dawn Fitzgerald Address: 2711 SW 137TH AVE Suite 77 MIAMI, FL 33175-6360 Phone: (508) 988-1132 Website: www.mypersonalresponse.com Submission Date: Aug 9, 2024 6:11 PM Page 4151 of 6355 [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse on behalf of my company.* Confirmed 2. Request for Proposals (RFP) Instructions Form * Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed 4. Insurance Requirements* Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) days of the County's issuance of a Notice of Recommended Award. Confirmed 5. Collier County Required Forms PROPOSAL SUBMITTAL* Page 4152 of 6355 [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 3 Please submit a proposal per the Evaluation Criteria outlined in Solicitation and provide copies of certifications/licenses/documents as required. RFP_Submission_24-8280_Solicitation_Final_Submitted_08-09-24.pdf VENDOR DECLARATION STATEMENT (FORM 1)* Vendor_Declaration_Form_1.pdf CONFLICT OF INTEREST CERTIFICATION (FORM 2)* Form_2_Conflict_of_Intrest_Certification_Affidavit.pdf IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* Form_3_Immigration_Affidavit.pdf REFERENCE QUESTIONNAIRE (FORM 4)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation. Reference_Form_Hillsborough_County_Response.pdf Reference_From_Alachua_County.pdf Reference_Form_AAAPP.pdf Reference_From_Senior_Friendship_Centers.pdf Reference_Form_Helplink.pdf GRANT PROVISIONS AND ASSURANCES PACKAGE (FORM 5)* Please upload a copy of your signed Federal Provisions Package (FPP). Grant_Assurances.pdf E-VERIFY - MEMORANDUM OF UNDERSTANDING* Connect_America_Everify_I9_Information.pdf W-9 FORM* Page 4153 of 6355 [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT GEN No. 24-8280 Services for Seniors [PERSONAL RESPONSE CORPORATION] RESPONSE DOCUMENT REPORT undefined - Services for Seniors Page 4 W-9_PRC_signed_03-30-2023_NEW.pdf PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Proof_of_Status_From_Division_of_Corporations.pdf SIGNED ADDENDA No response submitted MISCELLANEOUS DOCUMENTS Personal_Response_Corp_brochure_Mar2024.pdf Personal_Response_Corp_Spanish_brochure_Apr2024.pdf MPR_case_manager_tool_11124.pdf Page 4154 of 6355 Page 4155 of 6355 2 SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 24-8280 PROJECT TITLE: SERVICES FOR SENIORS DUE DATE: August 9, 2024, at 3:00 pm EST 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://procurement.opengov.com/ INTRODUCTION As requested by the Community and Human Services Division (hereinafter, the “Division”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for P roposal (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 Specificat ions 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. BACKGROUND The purpose of this solicitation is to secure vendors for the provision of home and community -based services for the following programs funded by the Florida Department of Elder Affairs (DOEA) and administered by the Area Agency on Aging of Southwest Florida (AAASWFL): Community Care for the Elderly (CCE): The Community Care for the Elderly (CCE) Program provides community -based services organized in a continuum of care to help functionally impaired elders , aged 60 and older, live in the least restrictive yet most cost-effective environment suitable to their needs. Eligible clients may receive a wide range of goods and services, including adult daycare, chore, companionship, consumable medical supplies, emergency alert response, emergency home repair, home health aide, homemaker, home nursing, personal care, respite, shopping assistance, transportation, and other community -based services. Alzheimer’s Disease Initiative (ADI): Florida’s Alzheimer’s Disease Initiative (ADI) provides services to qualified persons, eighteen years or older, to meet the changing needs of individuals and families living with Alzheimer’s disease and similar memory disorders. ADI respite care is available for caregivers to assist with loved ones who have been diagnosed as having probable Alzheimer’s disease or other related memory disorders where mental changes appear and interfere with the activities of daily living. Caregivers of those living with Alzheimer’s disease or related memory disorders can receive training and other ADI support services in addition to respite care. ADI respite services include in-home, adult day care, emergency, and extended care (up to 30 days) for caregivers who serve patients with memory disorders. Older American Act (OAA): The Federal Older Americans Act provides assistance in the development of new or improved programs to help older persons by providing supportive services such as adult daycare, caregiver training and support congreg ate and home delivered meals, homemaker services, information and referral assistance, medical transportation, nutrition educatio n, personal care, and shopping assistance to boost the well-being of elders and help them live independently in their home environment and the community. Services shall be provided to clients enrolled in either OAA, CCE or ADI, within the geographic area of Collier County. Unless otherwise stated, minimum hours of availability are 6:00 am to 7:00 p.m. Monday thru Sunday, 365 days a year. Respite services and emergency services must be available 24 hours/day, 365 days/year if needed. Additional definitions, standards, and requirements of these services are included in the Department of Elder Affairs’ Home and Community-Based Services Handbook (DOEA Handbook). https://elderaffairs.org/publications-reports/programs-services- handbook/ Page 4156 of 6355 3 TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for one (1) year with up to five (5) one (1) 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 Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written n otice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term the n in effect. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK Those interested in providing the services detailed below must adhere to all requirements in this RFP, in addition to maintai ning adherence with the guidelines set forth by the 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 Community & Human Services (CHS) shall lead all service authorization and coordination. In an effort to comply with the requirements of the, OAA, ADI, and CCE programs, Clients entering the service system will be assessed and prioritized by CHS. Upon determination of the service level to be provided, CHS will offer the client a listing of service vendors for the s pecific 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 servic e providers. Should the client not have a preference, CHS will select a service provider from the centralized provider list, us ing a rotation basis (rotating to the next vendor on the list). In this manner, all service providers will be equally treated unles s the client has a preference. CHS shall not endorse one service provider over another. Upon the determination of the service, the service levels, and the selected vendor, CHS will contact the vendor agency, and authorize the service, number of hours, and frequency. In keeping with the state policy of 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 p rovider. CHS 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 CHS case manager authorizing the service. To meet client needs, some services may be require d outside of normal office hours (6:00 AM to 7:00 PM, Seven (7) days a week, 365 days a year). CHS reserves the right to request adding additional service providers throughout the resultant agreement period. The County m ay do so through a competitive and publicly announced selection process, which shall be coordinated through the County’s Procurement Division. 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 identifie d, the County reserves the right to add to the resultant agreements the services, descriptions, rates, etc. by way of a contract add endum). A. The following Services are requested: 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. Page 4157 of 6355 4 4. 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, shoppin g assistance, and routine house-hold activities by a trained homemaker. 5. 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 m edical transportation. Personal care can also include shopping assistance to purchase food, clothing, and other items needed for the client’s personal care needs. 6. In Home Respite: 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. 7. Skilled Nursing: 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. 8. Emergency Alert Response Services: 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. This will also include personal devices for seniors and disabled individuals to wear at all times, provided it is prescribed by a physician, to assist in keeping an eye on their whereabouts. 9. Specialized Medical Equipment, Services, and Supplies: 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. 10. Facility Respite: 24-hour care in a State of Florida Licensed Nursing home. B. Emergency Situations 1. Those interested in providing services will establish protocols for contacting CHS Case Managers in emergency or unusual circumstances and include the documentation requirements (oral and written) in the Service Provider Application. 2. Interested parties will be required to 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 CHS Case Managers. C. Training and Grievance, Complaint, and Incident Reporting 1. Establish a client grievance process: Each service provider agency must have a policy addressing client grievances and/or complaints. 2. 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, mandated reporting, and incident reporting • Local agency service procedures and protocol • Client confidentiality and HIPPA • Grievances, Complaints, and Incident Reporting 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 Page 4158 of 6355 5 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. D. Billing & Record Keeping 1. Compile and report program service delivery statistics and other data as identified by CHS. This may be required to be provided in an electronic format at the choosing of CHS. 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 (eCIRTS), 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 no later than noon on Wednesday of the week following the week, services are performed (service week defined as Monday through Sunday). 2. 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 serv ice visit. The service worker must sign and date the log upon completion and submit it to the service provider agency. Provide complete, clear, and accurate invoices: Weekly invoices, which may be required to be provided electronically in a system provided by CHS, 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 eCIRTS dictate that all client and service data for the previous month to be entered into eCIRTS by the 10th day of the month. Collier County “Services for Seniors” will coordinate with vendors to determine due dates for invoices. This will ensure 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 • Additional information as determined by CHS Prepare for annual on-site compliance audits by CHS or members of the Collier County staff as directed by the CHS 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 Evaluation 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 or der for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. 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 proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these 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. 1.6 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 Page 4159 of 6355 Page 4160 of 6355 Page 4161 of 6355 Page 4162 of 6355 Page 4163 of 6355 Page 4164 of 6355 Page 4165 of 6355 Page 4166 of 6355 2711 SW 137th Avenue Suite 77 Miami, FL 33156 August 8, 2024 Collier County Board of Commissioners Barbara Lance, Procurement Strategist Procurement Services Division 3295 Tamiami Trail East, Bldg C-2 Naples, FL 334112 Dear Collier County, Personal Response Corporation is pleased to submit the enclosed Personal Emergency Response proposal to provide services to your members. We are excited about the opportunity to become the Personal Emergency Response solution for your members. PRC has provided local service to Floridians since 2007. PRC is part of the Connect America family of companies that currently serve more than 900,000 subscribers throughout the United States. We understand the importance of having partners that appreciate our mission and can provide you with the tools to better serve your members. We are looking forward to the opportunity of sharing with you our state-of-the- art technology, our customer service that is second to none and our passion and compassion to ensure the safety of your members. PRC offers the most sophisticated, advanced technological, user-friendly devices and services in the Personal Emergency Response Service (PERS) marketplace today. The management of Connect America has many years of experience in the PERS industry and has pioneered the introduction of new and advanced technologies to better serve the needs of the 2000 Health Care Partners we serve and the members we protect. The Connect America family of companies combined currently have 1500 employees dedicated to the servicing of our subscribers and partners. Our partners include hospitals, private and non-profit home health care agencies, managed care programs, HCBS Medicaid Waiver programs and national managed care organizations such as: Humana, WellCare, Molina, Aetna, Amerigroup and Centene for Medicaid Long Term Supports Services. We have national partnerships with Paralyzed Veterans of America (PVA), AHEPA, Cadbury at Home, Friends Life Care, Orchard Brands and AmeriMark. Page 4167 of 6355 2711 SW 137th Avenue Suite 77 Miami, FL 33156 Collier County will be supported by our dedicated, in-state, regional sales manager, John Zuder. John will work with your team in a goal-oriented, team-based approach to assist with business development, core issue resolution, and educational resources/in-services. John can best be reached at either John.Zuder@connectamerica.com or by phone at 570-574-0266. We look forward to the opportunity of partnering with Collier County and supporting its mission to help your members remain safe and independent in the homes they love. Kind Regards, Dawn Fitzgerald Director, Contracts and Compliance Phone: 800-215-4206 Email address: Stategovnotices@connectamerica.com Page 4168 of 6355 2: ORGANIZATIONAL CAPABILITIES 2.1 and 2.3 Business License 2.4 Conflict of Interest Policy 2.6 Organizational Chart Page 4169 of 6355 Page 4170 of 6355 2.4 Conflict of Interest Policy Page 4171 of 6355 Three Bala Plaza West Suite 200 Bala Cynwyd, PA 19004 connectamerica.com Conflicts of Interest Policy: Relationships/Things of Value (a) Connect America conducts its business in a manner that ensures that (1) decisions and actions affecting Connect America are not influenced by any potential, actual or perceived conflict of interest, and (2) Company assets and information are used solely for the benefit of the Connect America. Connect America is sensitive to situations that raise even the appearance of a conflict, impropriety, breach of loyalty, or a lack of independence and objectively in decisions or actions affecting Connect America. (b) A conflict of interest can arise in connection with a team member’s dealings or relationships with (1) other team members, (2) Connect America, or (3) persons or entities with whom Connect America does business (such as clients, vendors, consultants, and regulators), in connection with a personal, financial, or beneficial interest in a transaction in which the team member is involved. (c) If you have a relationship or interest that may create a conflict you must immediately bring the matter to the attention of the Human Resources Manager or VP, Human Resources. Failure to promptly disclose information about a conflict may affect your employment status with Connect America. (d) Here are some examples of the business dealings, circumstances, interests, or relationships that give rise to a conflict of interest. This list is not exclusive and is not intended to contain all actions or situations that are prohibited. Connect America expects team members to exercise good judgment and avoid situations that may conflict or appear to conflict with the best interests of Connect America or the effective performance of the team member’s duties. Team members are not permitted to, directly or indirectly: (1) have any material personal or financial interest in any company that is in the same or similar line of business as Connect America or that competes with Connect America; (2) have any material personal or financial interest in, or be an agent for, any company that provides goods or services to Connect America; (3) give, receive or solicit any type of kickback, payment, compensation, or thing of value to or from any company (or any person acting directly or indirectly for any company) that provides goods or services to Connect America or which is in the same line of business as Connect America; (4) exert or gain improper influence or advantage over a client, potential client, other team member, vendor, regulator or any other company or firm (or any person acting directly or indirectly for any other company or firm) by providing or requesting kickbacks, payment, compensation, or a thing of value; (5) enter into any transaction, acquire any interest or take any action which is contrary to the best interests of Connect America, in competition directly or indirectly with Connect America, or is incompatible with the duties of loyalty and obligations inherent to the team member’s employment. Page 4172 of 6355 Three Bala Plaza West Suite 200 Bala Cynwyd, PA 19004 connectamerica.com Conflicts of Interest: Other Employment/Interests (a) Connect America expects all full-time team members to devote all of their business time, attention, skills and best efforts to their positions. This means that while employed for Connect America, team members may not (directly or indirectly) work for, have any personal or financial interest in, be an agent for, or be engaged in any other business enterprise that competes with or is preparing to compete with Connect America, markets or provides products or services that are in the same or similar line of business as Connect America, or that supplies products or services to Connect America. (b) If a team member has an employment agreement with Connect America, such agreement may impose additional restrictions and prohibit any outside employment, above and beyond this policy, unless authorized and approved. Disclosing Conflicts of Interest Team members have a duty to fully and honestly disclose certain “Relationships” that pose an actual or possible conflict of interest when they first apply for employment with Connect America. This is a continuing obligation, which each team member must comply with after a team member is hired. If a team member’s Relationships or situation changes while employed, the team member must immediately bring the matter to the attention of the Human Resources Manager or VP, Human Resources. Special Notes Regarding Conflicts of Interest (a) “Authorized and Approved” means that after being fully informed, the transaction or activity is approved (on a per transaction basis) in a writing signed by CEO. (1) The foregoing descriptions of some of the situations that give rise to a conflict of interest are not intended to be exclusive lists and do not contain all actions and conditions that may be prohibited. (2) All team members are expected to exercise good judgment in this regard, and any questions as to what is or is not acceptable or what constitutes proper conduct should be brought to the attention Human Resources. Similarly, any exceptions to the foregoing policy must be Authorized and Approved. Page 4173 of 6355 2.6 Organizational Chart Page 4174 of 6355 Janet Dillione Chief Executive Officer TBD President Of PRC and Connect America LLC Joe Prasad Chief Commercial Officer Gina Sicker VP Customer Relations John Zuder Territory Manager Dawn Fitzgerald Director Of Contracts and Compliance Ruth Gonzalez Operations Manager Kristina Miret Office Manager Michelle Perales Administrator TBD*-Richard Brooks, former President, retired 7/1/2024 Page 4175 of 6355 3: FINANCIAL AND HUMAN RESOURCES CAPABILITIES 3.6 Auditors Report Provided Page 4176 of 6355 Page 4177 of 6355 Page 4178 of 6355 Page 4179 of 6355 Page 4180 of 6355 3 Page 4181 of 6355 4 Page 4182 of 6355 5 Page 4183 of 6355 6 Page 4184 of 6355 7 Page 4185 of 6355 8 Page 4186 of 6355 9 Page 4187 of 6355 10 Page 4188 of 6355 11 Page 4189 of 6355 12 Page 4190 of 6355 13 Page 4191 of 6355 14 Page 4192 of 6355 15 Page 4193 of 6355 16 Page 4194 of 6355 17 Page 4195 of 6355 18 Page 4196 of 6355 19 Page 4197 of 6355 20 Page 4198 of 6355 21 Page 4199 of 6355 22 Page 4200 of 6355 23 Page 4201 of 6355 24 Page 4202 of 6355 25 Page 4203 of 6355 26 Page 4204 of 6355 27 Page 4205 of 6355 28 Page 4206 of 6355 29 Page 4207 of 6355 30 Page 4208 of 6355 31 Page 4209 of 6355 4: GENERAL SERVICE DELIVERY 4.6 Quality Assurance 4.7 Sample Client Survey 4.11 Sample Incident Report 4.17 Service Delivery Page 4210 of 6355 1 16687355.4 CONNECT AMERICA COMPLIANCE PROGRAM Connect America and it’s affiliates (Connect America) is committed to conducting its affairs in accordance with applicable laws and regulations, and consistent with the highest standards of business and professional ethics. While compliance can be difficult due to the complex nature of the applicable requirements and the fact that such requirements are often subject to differing interpretations, Connect America nevertheless strives to assure that all of its activities are conducted appropriately. To further Connect America’s goal of ensuring that its affairs are conducted appropriately, the Board of Directors of Connect America has adopted this Compliance Program, which is designed to ensure, to the extent reasonably possible, that Connect America and its employees, officers and agents (the employees, officers and agents of Connect America shall be collectively referred to herein as an “Associate” or “Associates” of Connect America, as the context requires) maintain high standards of business or professional ethics and integrity and that Connect America complies with applicable legal and regulatory requirements concerning its activities. The purpose of our Compliance Program is to prevent and detect violations of law and company policy. We recognize, however, the implementation of such a program cannot guarantee that improper employee conduct will be entirely eliminated. Nonetheless, it is Connect America’s expectation that employees will comply with our Standards of Conduct and the policies established in support of the Standards. In the event that Connect America becomes aware of potential violations of law or company policy, the company will, where appropriate, investigate the matter, take disciplinary action and implement corrective measures to prevent future violations. The fundamental elements of the Connect America Compliance Program are described below. This Compliance Program has been tailored to fit the unique environment and size of Connect America. This document is a description of our Compliance Program. A Compliance Program is dynamic, involving not only multiple policies, procedures, and programmatic activities, but also the commitment of senior management, and the support of all employees, contractors, and agents to make the program effective. We regularly review and enhance our Compliance Program to meet our evolving compliance needs. EXPECTATIONS Each Associate of Connect America is expected to comply with this Compliance Program and to act in a manner consistent with the Compliance Program. In order to achieve this goal, each Associate must understand that: 4.6 Page 4211 of 6355 1 16687355.4 1.He or she is personally responsible for his or her own conduct in complying with this Compliance Program and for promptly reporting known or suspected incidents of non- compliance to the Compliance Officer. 2.No Associate has the authority or right to order, direct, request or even influence another person or entity to violate this Compliance Program or any law, regulation or other standard or requirement pertaining to Connect America or its business operations. 3.Any retaliation or threat to retaliate against an Associate for reporting in good faith a violation or a suspected violation of the Compliance Program is itself a violation of the Compliance Program. 4.Every violation and suspected violation of the Compliance Program of which Connect America becomes aware will be investigated, and each and every actual violation will constitute a valid ground for disciplinary action up to and including termination of the underlying relationship with Connect America. STANDARDS OF CONDUCT These Standards of Conduct are our statement of ethical and compliance principles that guide our daily operations. The Standards establish that we expect Associates, management, and vendors of the company to act in accordance with law and applicable company policy. The Standards articulate our fundamental principles, values and framework for action within our organization. The Standards of Conduct are designed to ensure that, to the extent reasonably possible, Connect America and its Associates maintain the level of business and professional ethics and integrity required to avoid violations of law and comply with standards and requirements that pertain to Connect America’s business. In furtherance of the foregoing: 1.In performing duties on behalf of Connect America, each Associate must strictly observe all laws, regulatory requirements, and guidelines applicable to governmental health care programs and all standards that apply to Connect America and its business operations. 2.Each Associate is expected to adhere to high ethical standards when acting on behalf of Connect America. 3.Each Associate is expected to report any activity he or she believes is in violation of the law or this Compliance Program. 4.Each Associate is expected to tell the truth when acting on behalf of Connect America. 5.No Associate of Connect America shall engage in any conduct which involves the making of false statements or representations in connection with any claim for payment which is covered by Medicaid or any other third-party payor. 4.6 Page 4212 of 6355 1 16687355.4 6.No Associate of Connect America shall participate in any activity that involves offering or making a payment, or soliciting or accepting a payment, in cash or in kind, in exchange for the referral of a patient for items or services reimbursed by a governmental health care program or any third-party payor. This obligation does not prevent payments or conduct which are permitted under applicable federal or state laws, including, without limitation, the anti-kickback statute and the safe harbor regulations promulgated thereunder. Connect America shall take all appropriate action to uphold these Standards of Conduct. OVERVIEW OF COMPLIANCE PROGRAM 1.Compliance Officer. Connect America has designated the Chief Human Resources Officer to serve as our Compliance Officer. The Compliance Officer serves as the focal point for compliance activities. We are committed to ensuring that the Compliance Officer has the ability to effectuate change within the organization as necessary and to exercise independent judgment. Among other things, the Compliance Officer is responsible for developing and overseeing the Compliance Program and revising the Program in light of changes in Connect America’s needs and in response to changes in laws and requirements of governmental health care plans. The Compliance Officer is authorized to engage legal counsel, where appropriate, to assist in the implementation, operation and modification of this Compliance Program, including to serve as a resource for responding to issues arising through the compliance activities of Connect America under the Compliance Program. In furtherance of the responsibilities of the Compliance Officer, the Compliance Officer will oversee the following matters: a.The development, review, revision, as appropriate, and operation of the Compliance Program and applicable policies and procedures concerning the activities of Connect America and its Associates. b.The development, review and revision of appropriate training and educational materials and programs designed to enable Connect America and its Associates to perform their responsibilities appropriately. c.Monitor changes in Connect America’s operations and changes in the law and policies of governmental health care programs that are applicable, directly or indirectly, to Connect America, and implement revisions to the Compliance Program, as appropriate. In furtherance of the foregoing, the Compliance Officer shall periodically, with the assistance of legal counsel, if appropriate, analyze the legal requirements and specific risk areas applicable to Connect America’s operations and develop new policies and procedures or assess existing policies and procedures that address these risk areas, if any, for possible incorporation into this Compliance Program. d. Establishment of appropriate internal and external audit procedures and processes. 4.6 Page 4213 of 6355 1 16687355.4 e.Establishment of a mechanism whereby inquiries concerning legal and regulatory compliance questions or issues are answered in an authoritative manner. In this regard, because of the need to assure uniformity of appropriate practices by Connect America, the Compliance Officer shall serve as the final authority on specific practices, except as expressly provided to the contrary in policies adopted in furtherance of the Compliance Program. f.Establishment of reporting and other mechanisms to enable reports of non- compliance (in addition to those identified through other means, such as internal or outside audits) and formulation of an appropriate response when such issues arise. g.The investigation of reports or allegations of improper or unethical conduct and the monitoring of subsequent corrective action plans. h.The Compliance Officer shall report to the Board of Directors on a regular basis regarding compliance activities. The Compliance Officer shall prepare an annual report that shall be delivered to the Board of Directors summarizing the compliance efforts of Connect America during the past year and a description of any recommended changes to this Compliance Program. 2.Compliance Committee. Connect America has established a Compliance Committee to advise the Compliance Officer and assist in the implementation of the Compliance Program. The Committee’s responsibilities include (a) analyzing and monitoring Connect America’s regulatory environment, the legal requirements with which it must comply and identifying specific risk areas; (b) developing and maintaining a system to solicit, evaluate and respond to complaints and problems; and (c) monitoring internal and external audits and investigations for the purpose of identifying troublesome issues and deficient areas and implementing corrective and preventative action. The Compliance Officer is authorized to delegate, in whole or in part, one or more of his or her responsibilities enumerated above to the Committee, as well as such other responsibilities related to the activities of the Compliance Program that the Compliance Officer deems appropriate. 3.Written Standards. Under the oversight of the Compliance Officer, Connect America shall establish policies, procedures and guidelines, as necessary, designed to ensure that all activities of Connect America are conducted in accordance with all legal and regulatory requirements. To this end, the Compliance Officer shall review existing policy statements, make or cause to be made such revisions to those statements as necessary, develop any additional statements that seem advisable and assure that such statements are disseminated among all Associates whose job function includes matters covered within such statements. From time to time the Compliance Officer shall cause an implementation schedule of policies, procedures and guidelines to be prepared and delivered to the Board of Directors 4.6 Page 4214 of 6355 1 16687355.4 specifying risk areas to be addressed. Attached, as Exhibit A hereto, are copies of certain policies, procedures and guidelines that have been adopted by Connect America as part of the Compliance Program. This list is not an exhaustive recitation of all compliance policies, procedures and guidelines that are currently in effect. Moreover, from time to time, additional policies, procedures and guidelines may be added to such list and changes may be made to the policies, procedures and guidelines adopted by Connect America. Additionally, Associates are expected to comply with all other policies, procedures and guidelines of Connect America, including, without limitation, the policies and procedures set forth in the Employee Manual. 4.Education and Training. A critical element of our Compliance Program is the education and training of Associates on their legal and ethical obligations. Connect America is committed to effectively communicating our standards and procedures to all Associates. Moreover, Connect America will regularly review and update its training programs, as well as identify additional areas of training on an “as-needed” basis. Training shall extend to all Connect America Associates and guidelines for expected conduct shall be shared with agents of Connect America. 5.Open Lines of Communication. Connect America is committed to fostering dialogue between management and employees. Our goal is that all employees, when seeking answers to questions or reporting potential instances of compliance violations, should know whom to turn to for a meaningful response and should be able to do so without fear of retribution. To that end, Connect America shall maintain an “open door” policy with respect to reporting compliance concerns. Associates should report suspected compliance issues to the Compliance Officer or their direct manager or the toll-free line at 833-580- 0003. Any Associate who reports such matters shall not be subjected to retaliation or harassment in any manner and any Associate engaging in such conduct will be subject to discipline up to and including termination. 6.Responding to Detected Deficiencies and Corrective Action Procedures. The Compliance Officer may perform an investigation of all of the facts surrounding any issue the Compliance Officer has determined to be an area of concern or in need of improvement. An Associate must cooperate fully with any investigations undertaken by the Compliance Officer. Instances of possible criminal conduct shall not be ignored. If appropriate, the Compliance Officer will consult with legal counsel and the Board regarding any incident. Connect America is committed to responding consistently and decisively to detected deficiencies. We will assess whether the deficiency is in part due to gaps in our policies, practices or internal procedures and take action to prevent future deficiencies. As deficiencies are discovered through audits, reporting mechanisms and other Compliance Program activities, corrective measures and disciplinary actions will be developed to address the 4.6 Page 4215 of 6355 1 16687355.4 noncompliance. Corrective measures and other remedial actions will typically include, among other things, education and training and additional monitoring and auditing. Although each situation is considered on a case-by-case basis, we will consistently undertake appropriate disciplinary action to address inappropriate conduct and deter future violations. 7.Enforcing Disciplinary Standards. Connect America personnel who violate the law or Connect America policies or Standards of Conduct are subject to disciplinary action. Disciplinary actions will reflect the severity of the noncompliance, up to and including immediate termination. The Compliance Officer and supervisors will work with human resources to assure that each instance involving the enforcement of disciplinary standards is documented and that disciplinary standards are enforced consistently across the organization. 8.Auditing and Monitoring. Connect America’s Compliance Program includes efforts to monitor, audit, and evaluate compliance with the company’s compliance policies and procedures. The Compliance Officer, either alone or in conjunction with legal counsel, shall conduct or cause to be conducted periodic internal audits to assess legal/regulatory compliance. In addition, from time to time as the Compliance Officer may deem necessary, the Compliance Officer may also engage other qualified external consultants to evaluate legal/regulatory compliance matters. The Compliance Officer and Compliance Committee shall review the results of all audits to determine whether any action is warranted based on the audit findings. We note that the nature of our reviews, as well as the extent and frequency of our compliance monitoring and auditing, varies according to a variety of factors, including new regulatory requirements, changes in business practices, and other considerations. As part of our Compliance Program, we will identify new and emerging risk areas and address these risks. 4.6 Page 4216 of 6355 1 16687355.4 EMPLOYEE CERTIFICATION AND AGREEMENT OF COMPLIANCE I certify that I have received and read the Connect America Compliance Program and fully understand the requirements set forth in that document. I agree specifically to act in accordance with the policies of Connect America set forth in that document and understand that I will be subject to disciplinary action, including termination, for violating those policies or failing to report violations of these policies. I further certify that I have not been convicted of a criminal offense related to health care and that I have not been debarred, excluded or otherwise determined to be ineligible to participate in governmental health care programs. Signed:_____________________________________________ Date:______________________________________________ 4.6 Page 4217 of 6355 1 16687355.4 EXHIBIT A COMPLIANCE PROGRAM POLICIES, PROCEDURES & GUIDELINES Connect America has developed the following policies and guidelines incorporating compliance measures into its standard operating practices. These policies and guidelines are intended to reinforce the Standards of Conduct and shall be distributed as appropriate to Associates based on their roles and responsibilities with respect to Connect America. The policies and guidelines below are in addition to Connect America’s policies, procedures and guidelines contained in the Employee Manual and elsewhere. Additional polices and guidelines may be developed from time to time by the Compliance Officer and/or the Compliance Committee, and, if adopted for approval by Connect America’s Board of Directors, may be incorporated herein. 1.Billing and Collection. To the extent Connect America is involved in billing and collection activities, the following policies and guidelines shall apply. It is the policy of Connect America to bill only for services actually provided. Associates have a collective responsibility to be knowledgeable about the use of proper billing codes, including relevant directives from governmental and third-party billing authorities. Connect America not submit a claim that is known to contain false or inaccurate information concerning the service provided, the charges, the identity of the provider, the date of service, the place of service, or the identity of the subscriber. While it is recognized that erroneous claims may be inadvertently or unknowingly submitted, appropriate steps shall be taken to minimize the likelihood of submitting erroneous claims in the future. 2.Kickbacks, Inducements and Referrals. Various federal and state laws prohibit the solicitation or receipt, or offer or payment, of any remuneration in return for referrals of patients or business payable by a governmental health care program or third-party private payors. The application of these laws to particular business relationships is often complex. In furtherance of the foregoing, Associates responsible for business relationships with persons or entities both within and outside of Connect America must take reasonable steps to ensure compliance with all applicable legal requirements. The terms and conditions of all contractual and financial arrangements of Connect America shall exclude improper inducements, kickbacks and referrals, and such arrangements may be reviewed by legal counsel when necessary. Connect America, either alone or in consultation with legal counsel, shall endeavor to keep abreast of new developments relevant to such risks through regular monitoring and dissemination of new developments and guidance, continuing educational efforts and training and consultation with advisors. 3.Retention of Compliance Records. Connect America shall maintain updated records of compliance initiatives and activities, educational activities, audit results and corrective actions taken. Such records shall be maintained in a manner to preserve the confidentiality of the information contained therein and to confirm the effectiveness of the Compliance Program. 4.6 Page 4218 of 6355 1 16687355.4 4.HIPAA. Connect America shall comply and shall cause its Associates to comply with all requirements applicable to it under the Health Insurance Portability and Accountability Act of 1996, as amended (“HIPAA”),and the applicable regulations promulgated thereunder. Richard Brooks shall serve as Connect America’s Security Official for purposes of compliance with the security regulations issued pursuant to HIPAA and shall oversee and be primarily responsible for Connect America’s compliance with HIPAA, including, without limitation, the development and implementation of required forms, training, policies and procedures with respect to the use and disclosure of protected health information as defined by HIPAA. 5.False Claims. Connect America shall comply with and shall cause its Associates to comply with the federal False Claims Act and any other applicable federal and state laws intended to prevent and detect fraud, waste and abuse in federal or state health care programs. 6.Excluded Individuals and Entities. Connect America does not knowingly do business with, hire or bill for services rendered by individuals or entities that are excluded or ineligible to participate in governmental health care programs. Connect America’s human resources department is responsible for the screening of personnel and maintaining a record of this information. Such screenings will include background checks, searches of the OIG List of Excluded Individuals and Entities and of other government websites listing excluded individuals and entities. 7.Record Retention. Connect America shall maintain and update as necessary a records retention system that ensures that records are maintained for the length of time required by Federal and State law and private payors, or longer if required by Connect America’s policies. The system, at a minimum, addresses the retention, storage and destruction of documents and provides for the retention of documents pertaining to the implementation of this Compliance Program. 4.6 Page 4219 of 6355 4.7 Sample Client Survey Page 4220 of 6355 Page 4221 of 6355 4.11 Sample Incident Report Page 4222 of 6355 Page 4223 of 6355 4.17 Service Delivery Page 4224 of 6355 2711 SW 137th Avenue Suite 77 Miami, FL 33175-6360 connectamerica.com My Personal Response can provide all the products necessary as of the effective date of the agreement. We offer an implementation plan that ensures all clients will receive the newest technology that is appropriate for their needs. We also shall make good faith efforts to accommodate special needs including, but not limited to visual impairment, hearing impairment, deafness, severe speech impediment, or other language needs. For example, we utilize a translation service that includes more than 100 languages. Our emergency response center functions 24 hours per day, 365 days per year. Which means that we can receive and respond to alarm signals from clients 24 hours per day, 365 days a year. My Personal Response maintains back-up capacity in order to respond to all incoming alarm signals in case the primary system is unable to respond. Our professional installation team can respond to installation requests and complete these requests timely. My Personal Response will notify our partners of any emergency involving a client no more than 24 hours after an alarm signal. If a client sends an alarm signal and My Personal Response cannot reach a designated responder, we shall contact emergency service personnel. My Personal Response has the capability to triage calls and take appropriate action based on industry standard triage protocol. And there are no restrictions or limits on how many times or reasons a subscriber can activate their PERS. We also have the capacity to ensure that when a complaint about a malfunctioning or nonfunctioning unit is received, we can replace or repair the unit within 24 hours. When the removal of a PERS device is completed, we will notify our partners/case managers on the same day and will include such information in a monthly report. This monthly report will also include information on repairs and replacements of PERS devices. Further we maintain a policy of automatically remotely testing the PERS devices daily, should that test show that no connection is present between the device and the response center, we shall contact the client as soon as possible to restore connection. My Personal Response will furnish upon request documentation that will include manufacturer's specifications, installation instructions, and training manuals which demonstrate that the PERS home communication unit and activating devices meet requirements. Product Features Our PERS services are capable of being activated by a remote wireless device (such as a pendant) and are connected to our response centers through the client's functioning telephone line, through built-in wireless telephone service, or other telecommunication technology, depending on unit type. Through these devices My Personal Response will furnish hands-free voice-to-voice communication with the response center. My Personal Response will have access to the most current health and safety monitoring system technology and always make it available at the most competitive industry rates. The current technology includes but is not limited to: a. Water resistance client activated pendant or bracelet. b. GPS/ability to locate clients when not in/around their home. c. Automatic fall detection devices d. State of the art remote patient monitoring technology e. Medication dispensing devices. Page 4225 of 6355 2711 SW 137th Avenue Suite 77 Miami, FL 33175-6360 connectamerica.com All our PERS equipment contains an internal battery that provides at least 24 hours of power without recharging. Additionally, the devices send notifications to the emergency response center when the battery level is low, or A/C power is lost. Further, all our PERS equipment meets Underwriters (UL) Safety Standards for Home Health Signaling Equipment. Installation Process The Referral/ Authorization Intake Policy begins when My Personal Response receives the Referral/Authorization. We can receive referrals via email, fax, or phone. If the referral is emailed, you will receive an email notification. Upon receipt of a referral a call is placed to the client or designated person to arrange for service delivery. The call is completed within 24-48 hours of receipt of the referral/authorization, depending on the availability of the client, at which time the home visit is scheduled. Our intake process begins at the initial call to the client or designated person. At which point we acquire the client's information, e.g., name, date of birth, demographics, phone number, responder name(s) and phone number(s). My Personal Response has a policy that we notify the case manager any unforeseen delays. Confidentiality Regarding the confidentiality of patient data, My Personal Response maintains a robust privacy policy which is fully compliant with the Health Insurance Portability and Accountability Act (HIPAA). My Personal Response shall comply and shall cause its Associates to comply with all requirements applicable to it under the Health Insurance Portability and Accountability Act of 1996, as amended (11HIPAA11 ), and the applicable regulations promulgated thereunder. Richard Brooks shall serve as My Personal Response Security Official for purposes of compliance with the security regulations issued pursuant to HIPAA and shall oversee and be primarily responsible for My Personal Response compliance with HIPAA, including, without limitation, the development and implementation of required forms, training, policies, and procedures with respect to the use and disclosure of protected health information as defined by HIPAA. We require each employee to take a HIPAA Certification course online every 2 years. To pass the course the employee must receive a grade of 80 % or higher on the final exam. Page 4226 of 6355 Page 4227 of 6355 Page 4228 of 6355 Page 4229 of 6355 Page 4230 of 6355 Page 4231 of 6355 Page 4232 of 6355 Page 4233 of 6355 Page 4234 of 6355 Page 4235 of 6355 Page 4236 of 6355 Page 4237 of 6355 Page 4238 of 6355 Page 4239 of 6355 Page 4240 of 6355 Page 4241 of 6355 Page 4242 of 6355 Page 4243 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES U.S. DEPARTMENT OF HEAL TH AND HUMAN SERVICES (ADMINISTRATION ON AGING) AND FLORIDA DEPARTMENT OF ELDER AFFAIRS The supplemental conditions contained in this section are intended to cooperate with, to supplement, and to modify the general conditions and other specifications. In cases of disagreement with any other section of this contract, the Supplemental Conditions shall govern. This is an acknowledgement that FEMA financial assistance will be used to fund all or a portion of the contract. Pursuant uniform requirements of federal awards (2 CFR Part 200.23) the definition of CONTRACTOR is an entity that receives a Contract/ Purchase Order. Compliance with Federal Law, Regulations and Executive Orders: The Sub-Recipient (County) agrees to include in the subcontract that (i) the subcontractor is bound by the terms of the Federally-Funded Subaward and Grant Agreement, (ii) the subcontractor is bound by all applicable state and Federal laws and regulations, and (iii) the subcontractor shall hold the Division and Sub-Recipient harmless against all claims of whatever nature arising out of the subcontractor's performance of work under this Agreement, to the extent allowed and required by law. FCP-1 Page 4244 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES Administrative, Contractual, or Legal Remedies: (41 U.S.C. 1908, 2 CFR § 200 Appendix II (A) Unless otherwise provided in this contract, all claims, counter-claims, disputes and other matters in question between the local government and the contractor, arising out of or relating to this contract, or the breach of it, will be decided by arbitration, if the parties mutually agree, or in a Florida court of competent jurisdiction. Access to Records and Reports: (2 CFR § 200.337) The contractor/vendor agrees to maintain all books, records, accounts and reports required under this contract for a period of not less than three years after the date of termination or expiration of this contract, except in the event of litigation or settlement of claims arising from the performance of this contract, in which case the Contractor agrees to maintain same until the Purchaser, the Granter Administrator, the Comptroller General, or any of their duly authorized representatives, have disposed of all such litigation, appeals, claims or exceptions related thereto. Furthermore, the County shall maintain written policies and procedures for computer system backup and recovery and shall have the same requirement of its Contractors. Affirmative Socioeconomic Steps: (2 CFR § 200.321) The County is dedicated to fostering the continued development and economic growth of small, minority-, women-, and service-disabled veteran business enterprises. All contracting and subcontracting opportunities afforded by this solicitation/contract are strongly encouraged to contribute as both Contractors and Sub-Contractors. If subcontracts are to be let, the prime contractor is required to take all necessary steps identified in 2 C.F.R. § 200.321(b)(1)-(5) to ensure that small and minority businesses, women's business enterprises, and labor surplus area firms are used when possible. Firms may be required to submit documentation describing the efforts being made to encourage the participation of small, minority-, women-, and service-disabled veteran business enterprises. Byrd Anti-Lobbying Amendment: (31 U.S.C. 1352) (2 CFR § 200 Appendix II) Vendors must certify it will not and has not used Federal appropriated funds have been paid or will be paid, by or to any person or organization for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. The certification includes any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Civil Rights Compliance: The contractor and its subcontractor(s) who is the recipient of Federal funds (or assumes others with whom it arranges to provide services or benefits in connection with any of its programs and activities or assures others with whom it arranges to provide services or benefits to participants or employees) must comply with Title VI of the Civil Rights Act of 1964, which prohibits discrimination on the basis of race, color, or national origin (45 CFR 80), and Statutes and Regulations enforced by the Office of Civil Rights, U.S. Department of Health and Human Services, as follow: Section 504 of the Rehabilitation Act of 1973, as amended (29 USC§ 794), prohibits discrimination against otherwise qualified individuals on the basis of disability in programs and activities receiving financial assistance from HHS 45 CFR 84 and/or programs or activities conducted by HHS 45 CFR 85 in the provision of benefits and under the ADA that does not: a.Exclude a person with a disability from a program or activity; b.Deny a person with a disability the benefits of a program or activity; c.Afford a person with a disability an opportunity to participate in or benefit from a benefit or service that is not equal to what is afforded others; d.Provide a benefit or service to a person with a disability that is not as effective as what is provided others; e.Provide different or separate benefits or services to a person with a disability unless necessary to provide benefits or services that are as effective as what is provided others; or, f.Apply eligibility criteria that tend to screen out persons with disabilities unless necessary for the provision of the service, program or activity.FCP-2 Page 4245 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES Section 508 of the Rehabilitation Act of 1973, as amended, (29 USC§ 794(d)) prohibits discrimination on the basis of disability in electronic and information technology as they relate to programs and activities conducted by HHS. The Age Discrimination Act of 1975, as amended (42 USC§ 6101) prohibits discrimination on the basis of age in programs or activities receiving Federal financial assistance 45 CFR 90; and/or programs or services receiving HHS financial assistance 45 CFR 91; Title II of the Americans with Disabilities Act (28 CFR Part 35), relating to Nondiscrimination on the Basis of Disability in State and Local Government Services 2010 ADA Standards for Accessible Design; The Drug Abuse Office and Treatment Act of 1972 (P.L. 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (g) §523 and 527 of the Public Health Service Act of 1912 (42 U.S.C. §290 dd-3 and 290 ee-3), as amended, as relating to confidentiality of alcohol and drug abuse patient records; Section 1908 of the Public Health Service Act (42 USC § 300w-7) prohibits discrimination on the basis of age, race, color, national origin, disability, sex (gender), or religion in programs, services, and activities funded by Preventative Health and Health Services Block Grants. Federal Health Care Conscience Protection Statutes (42 USC§ 300a-7; 42 USC§ 300a-7; 42 USC§ 238n and the Weldon Amendment (Continuing Appropriations Resolution, Pub. L. No. 113- 164, Sec. 101 (a) (Sept. 19, 2015); Regulation for the Enforcement of Federal Health Care Provider Conscience Protection Laws, which prohibit recipients of certain Federal funds from discriminating against certain health care providers who refuse to participate in certain health care services on religious or moral grounds. Section 1557 of the Affordable Care Act prohibits discrimination on the basis of disability by entities that operate a health program or activity. 45 CFR 80. The contractor must have on file an assurance that the program will be conducted in compliance with all nondiscriminatory provisions as required in 45 CFR 80. Clean Air Act and Federal Water Pollution Control Act: (2 CFR § 200 Appendix II) Contracts and subgrants of amounts in excess of $150,000 shall contain a provision that requires the Contractor or recipient to comply with all applicable standards, orders, or requirements issued pursuant to Section 306 of the Clean Air Act as amended (42 U.S.C. 7401-7671q.), Executive Order 11738, as amended, where applicable, the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-1387), and Environmental Protection Agency regulations 2 CFR Part 1500. The Contractor shall report any violations of the above to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Debarment and Suspension: (2 CFR § 200 Appendix II) Contract awards that exceed the small purchase threshold and certain other contract awards shall not be made to parties listed on the government wide Excluded Parties List System in the System for Award Management (SAM), in accordance with the 0MB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1986 Comp., p. 189) and 12689 (3 CFR Part 1989 Comp., p. 235), "Debarment and Suspension." The Excluded Parties List System in SAM contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. The successful bidder, by administering each lower tier subcontract that exceeds $25,000 as a "covered transaction", must verify each lower tier participant of a "covered transaction" under the project is not presently debarred or otherwise disqualified from participation in this federally assisted project. The Contractor shall comply with these provisions before doing business or entering into subcontracts receiving federal funds pursuant to this contract. The Contractor shall complete and sign the Certifications and Assurances Attachment prior to the execution of this contract. Domestic Preference for Procurements: (2 CFR § 200.322) (a) As appropriate and to the extent consistent with law, the non-Federal entity should, to the greatest extent practicable under a Federal award, FCP-3 Page 4246 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products). The requirements of this section must be included in all subawards including all contracts and purchase orders for work or products under this award. (b) For purposes of this section: (1) "Produced in the United States" means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. (2) "Manufactured products" means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. Drug Free Workplace: This certification is required by the regulations implementing Sections 5151-5160 of the Drug­ Free Workplace Act of 1988 (Pub. L. 100-690, Title V, Subtitle D; 41 USC 701 et seq.), 7 CFR Part 3017, Subpart F, Section 3017-600, Purpose. The January 31, 1989, regulations were amended and published as Part II of the May 25, 1990 Federal Register (pages 21681-21691). Equal Employment Opportunity: (Appendix II, 2 CFR Part 200) The Contractor shall not discriminate against any employee or applicant for employment because of race, age, creed, color, sex or national origin. The Agency will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, age, creed, color, sex, or national origin. Such action shall include, but not be limited to, the following: Employment upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Contractors must insert a similar provision in all subcontracts, except subcontracts for standard commercial supplies or raw materials. No Government Obligation to Third Parties: The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract." Procurement of Recovered Materials: (2 CFR § 200.323) Contractor and subcontractor agree to comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act, and the regulatory provisions of 40 CFR Part 247. (1) In the performance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA designated items unless the product cannot be acquired (i) Competitively within a timeframe providing for compliance with the contract performance schedule; (ii) Meeting contract performance requirements; or (iii) At a reasonable price. (2) Information about this requirement is available at EPA's Comprehensive Procurement Guidelines web site.,_http://www.epa.gov/. The list of EPA-designate items is available at https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program. Program Fraud and False or Fraudulent Statements of Related Acts: The contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the contractor's actions pertaining to this contract. Prohibition on Certain Telec ommunications and Video Surveillance Services or Equipment: (2 CFR §200.216) The Federal awarding agency prohibits the County to enter into a contract to procure or obtain equipment, services or systems that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. As described in Public Law 115-232, section 889, covered telecommunications equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities). (i) For the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities). (ii) Telecommunications or video surveillance services provided by such entities FCP-4 Page 4247 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES or using such equipment. (i)(iii) Telecommunications or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of the National Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the government of a covered foreign country. (b) In implementing the prohibition under Public Law 115-232, section 889, subsection (f), paragraph (1 ), heads of executive agencies administering loan, grant, or subsidy programs shall prioritize available funding and technical support to assist affected businesses, institutions and organizations as is reasonably necessary for those affected entities to transition from covered communications equipment and services, to procure replacement equipment and services, and to ensure that communications service to users and customers is sustained. (c) See Public Law 115-232, section 889 for additional information. Rights to Inventions: If the Federal award meets the definition of "funding agreement" under 37 CFR § 401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Termination for Cause and Convenience: (2 CFR § 200 Appendix II) See County's Standard Terms and Conditions. Trafficking in Persons: The Contractor and subcontractors shall comply with Title 2 CFR Part 175 and 2 CFR §175.15 provisions applicable to a private entity, as defined in 2 CFR 175.25. Transparency Act: Unless exempt under 2 CFR § 170.11 O(b), the Contractor shall comply with the reporting requirements of the Transparency Act as expressed in 2 CFR Part 170. Unauthorized Aliens: (Reference Immigration and Nationality Act (8 U.S.C. § 1324a) and the Immigration Reform and Control Act of 1986 (8 U.C. § 1101) (a) Making Employment of Unauthorized Aliens Unlawful (1)In General It is unlawful for a person or other entity-(A) to hire, or to recruit or refer for a fee, for employment in the United States an alien knowing the alien is an unauthorized alien (as defined in subsection (h)(3)) with respect to such employment. (2) Continuing Employment It is unlawful for a person or other entity, after hiring an alien for employment in accordance with paragraph (1 ), to continue to employ the alien in the United States knowing the alien is (or has become) an unauthorized alien with respect to such employment. FCP-5 Page 4248 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES STATE GENERAL PROVISIONS Discriminatory Vendors List, Section 287.134, F.S.: In accordance with Section 287.134, Florida Statutes, an entity or affiliate who has been placed on the discriminatory vendor list may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity. Equal Employment Opportunity: The Contractor shall not discriminate against any employee or applicant for employment because of race, age, creed, color, sex or national origin. The Agency will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, age, creed, color, sex, or national origin. Such action shall include, but not be limited to, the following: Employment upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Contractors must insert a similar provision in all subcontracts, except subcontracts for standard commercial supplies or raw materials. Interest of Members of Congress: No member of or delegate to the Congress of the United States shall be admitted to any share or part of this contract or to any benefit arising therefrom. Interest of Public Officials: No member, officer, or employee of the public body or of a local public body during his tenure or for two years thereafter shall have any interest, direct or indirect, in this contract or the proceeds thereof. For purposes of this provision, public body shall include municipalities and other political subdivisions of States; and public corporations, boards, and commissions established under the laws of any State. No member, officer, or employee of the MPO or of a local public body during his tenure or for two years thereafter shall have any interest, direct or indirect, in this contract or the proceeds thereof. Inspector General Cooperation: The Parties agree to comply with Section 20.055(5), Florida Statutes, for the inspector general to have access to any records, data and other information deemed necessary to carry out his or her duties and incorporate into all subcontracts the obligation to comply with Section 20.055(5), Florida Statutes. Lobbying: No funds received pursuant to this Agreement may be expended for lobbying the Legislature, the judicial branch or a state agency. Public Entity Crime: Pursuant to Section 287.133, F.S., a person or affiliate who has been placed on the Convicted Vendor List following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a Contractor, Supplier, Subcontractor, or Consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount 7.017, F.S., for CATEGORY TWO for a period of thirty six (36) months following the date of being placed on the Convicted Vendor List. FCP-6 Page 4249 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES DIRECT SERVICE PROVIDER PROVISIONS Background Screening: The Contractor shall ensure that the requirements of Section 430.0402 and Chapter 435, F.S., as amended, are met regarding background screening background screening for all employees, volunteers, and persons seeking employment who are "direct service providers" as that term is defined in Section 430.0402(1)(b) and who are not exempted from Level 2 background screening by Section 430.0402(2). The Contractor and its direct service providers must also comply with any applicable rules promulgated by the Area Agency on Aging for Southwest Florida, Inc. (AAASWFL) and the Agency for Health Care Administration regarding implementation of Section 430.0402 and Chapter 435, F.S. Contractor shall submit the Background Screening Attestation of Compliance-Employer (Screening Form) to the AAASWFL within thirty (30) days of execution of this contract. Should the AAASWFL have a completed Screening Form on file for the Contractor, a new Screening Form shall be submitted to the AAASWFL every twelve (12) months, and the Contractor shall also maintain copies of the new screening forms for its direct service providers as required herein. The Contractor hereby agrees to correct all background screening deficiencies identified by the AAASWFL's Contract Manager within thirty (30) days upon notification. Further information concerning the procedures for background screening may be found at https://elderaffairs.org/about-us/background-screening/ Social Media and Personal Cell Phone Use: Inappropriate use of social media and personal cell phones may pose risks to Agency's confidential and proprietary information and may jeopardize compliance with legal obligations. By signing this contract, Contractor agrees to the following social media and personal cell phone use requirements. The term Social Media and /or personal cellular communication includes, but is not limited to, social networking websites, biogs, podcasts, discussion forums, RSS feeds, video sharing, SMS (including Direct Messages (DMs), iMessages, text messages, etc.); social networks like lnstagram, TikTok, Snapchat, Google Hangouts, WhatsApp, Signal, Facebook, Pinterest, and Twitter; and content sharing networks such as Flickr and YouTube. This includes the transmission of social media through any cellular or online transmission via any electronic, internet, intranet, or other wireless communication. This contract applies to any Agency or other state business conducted on any of the Contractor's, Subcontractor's, or their employees' social media accounts or through personal cellular communication. This contract applies regardless of whether the social media is accessed using Agency's IT facilities and equipment or equipment belonging to Contractor, Subcontractor, or their respective employees. Equipment includes, but is not limited to, personal computers, cellular phones, personal digital assistants, smart watches, or smart tablets. Prohibited or Restricted Postings: Any social media posts which include photos, videos, or names of clients, volunteers, staff, or other affiliates of DOEA may only be posted when authorized by law and when any required HIPAA authorizations and any other consents or authorizations required pursuant to federal or state law are on file with the contractor's records. Florida Government in the Sunshine, Florida Public Records Law, and HIPAA: Contractor acknowledges that any DOEA or other state business conducted by social media or through personal cellular communication is subject to Florida's Government in the Sunshine Law, Florida's Public Records Law (Chapter 119, Florida Statutes), and the Health Insurance Portability and Accountability Act (HIPAA). Compliance with these laws and other applicable laws are further detailed in the contract. Data Integrity and Safeguarding Information: Uniform Electronic Transaction Act, Section 668.50, F.S.; Public Records Law, Chapter 119, Section 29, F.S. The Contractor shall ensure an appropriate level of data security for the information the Contractor is collecting or using in the performance of this contract. An appropriate level of security includes approving and tracking all Contractor employees that request system or information access and ensuring that user access has been removed from all terminated employees. The Contractor, among other requirements, must anticipate and prepare for the loss of information processing capabilities. All data and software shall be routinely backed up to ensure recovery from losses or outages of the computer system. The security over the backed-up data is to be as stringent as the protection required FCP-7 Page 4250 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES of the primary systems. The Contractor shall ensure all Subcontractors maintain written procedures for computer system backup and recovery. The Contractor shall complete and sign the Certification Regarding Data Integrity Compliance for Agreements, Grants, Loans, and Cooperative Agreements prior to the execution of this contract. Grievance Procedures: The Contractor shall develop, implement, and ensure that its Subcontractors have established grievance procedures to process and resolve client dissatisfaction with, or denial of, service (s) and to address complaints regarding the termination, suspension or reduction of services, as required for receipt of funds. These procedures, at a minimum, will provide for notice of the grievance procedure and an opportunity for review of the Subcontractor' s determination(s). Inspections (Meals): The Contractor must agree to notify the Nutrition Provider within 24 hours of any sanitation inspection and provide a copy of the report. Information Technology Resources: The Contractor must adhere to the AAASWFL's procedures and standards when purchasing Information Technology Resources (ITR) as part of any agreement(s) incorporating this contract by reference. An ITR worksheet is required for any computer related item costing $1,000.00 or more, including data processing hardware, software, services, supplies, maintenance, training, personnel, and facilities. The completed ITR worksheet shall be maintained in the LAN administrator's file and must be provided to the AAASWFL upon request. The Contractor has the responsibility to require any Subcontractors to comply with the AAASWFL's ITR procedures. FCP-8 Page 4251 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES GRANT CERTIFICATIONS AND ASSURANCES RETURN DOCUMENTS BY SOLICIATION DEADLINE 1.Certification Regarding Debarment, Suspension, and Other Responsibility Matters -Primary Covered Transactions 2.Certification regarding Lobbying 3.Conflict of Interest 4.Anticipated DBE, M/WBE or VETERAN Participation Statement5.Opportunity List for Commodities and Contractual Services and Professional Consultant Services 6.Acknowledgement of Grant Terms and Conditions FCP-9 Page 4252 of 6355 Page 4253 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES COLLIER COUNTYCertification Regarding Lobbying The undersigned certifies, to the best of his or her knowledge, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, toany person for influencing or attempting to influence an officer or employee of an agency, a Member ofCongress, an officer or employee of Congress, or an employee of a Member of Congress in connectionwith the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan,the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, ormodification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person forinfluencing or attempting to influence an officer or employee of any agency, a Member of Congress, anofficer or employee of Congress, or an employee of a Member of Congress in connection with this Federalcontract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form­LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documentsfor all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, andcooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transactionwas made or entered into. Submission of this certification is a prerequisite for making or entering into thistransaction imposed by 31, U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Anyperson who fails to file the required certification shall be subject to a civil penalty of not less than $10,000and not more than $100,000 for each such failure. The Contractor, Personal Response Corporation , certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. § 3801 et seq., apply to this certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 11.062, Florida Statutes., apply to this certification and disclosure, if any. __ L ........ f CI;..,,,,..,.vrfl<:..L_,..__fl...,__,,=,_f,_,�q_-,r;....;:===-----Signature of Contractor's Authorized Official □awn Fitzgerald, Director Contracts and Compliance Name of Authorized Official and Title ----'-J7 /2<-='3;....:0-+-/._,U>---'d-=---+-c/--Date� I , FCP-11 Page 4254 of 6355 Page 4255 of 6355 EXHIBIT I FEDERAL CONTRACT PROVISIONS AND ASUSRANCES COLLIER COUNTY ANTICIPATED DL5ADVANTAGED, MINORITY, WOMEN OR VETERAN PARTICIPATION STATEMENT Statw will be Yerlired. Unvl!rifable stallJSes II require lhe P ME to either prorvde a revised statement or pra..-ide source documentation that va1idale:s a status. A.PRIMEVfNOOR/CONTRACTOR INFORMATIONPRIME NAME Personal Response Corporation IS THE PRIME ll FLORI DA-<:ERTI FIED DIS ADV ANT llGED. MINORITf OR \'/OM EN BUSINESS ENTERPRISE? (DIIE,'M 11ENlBEJ OR HAVE A SIIIIALL OISADVAJl,l"AGEO BUSINESS SA CERTIFICATIOI\ FROM THE SMALL BUSI NESS ADMINISTRATION? A SE RVICE DISABLED VETERAN' IS TlilS SUBMISSION A REVISION1 PRIME FEID NUMBER CONTRACT DOLLAR AMOUNT 651037969 'JUEii.AN y (E)NN DBE? Y Gu MBE> yy Q!)N WBE? GDSDBSA? Y fN} Fixed Rate IS TliE ACTIVlTf OF THIS CONl"RACT ... CONS TRUCTION 1 CON5ULTAT10N? OTHER? Y I NI ff YES, RE'.lSION NUMBER y y G) � N 8. IF PRIME HAS SUBCONTRACTOR OR SUPPLIER WHO IS A DISADVANTAGED MINORITY, WOMEN-OWNED, SMALL 80SINESS CONCERN OR SERVICE DISABLED VETERAN, PRIME ISTO COMPLETE THIS NEXT ECTION DBE M/WBE VETERAN SUBCONTRACTOR OR SUPPLIER NAME TYPI: OF WORIC OR ETliNICfTY CODE SUB/SUPPLIER SPECIAL TI (see Belew) DOLLAR AMOUNT TOTALS: PERCENT OF CONTRACT DOUARS C.SECTION TO BE COMPLETED BY PRIME VENDOR/CONTRACTORNAME OF SUBMITTER DATE TrTLf OF SUBMITTER Tawnya Scott 7-30-24 Contract Administrator EMAIL ADDRESS Of PRIME (S UBMITTER) TELEPHONE NUMB-ER fAXNUMBER Stategovnotices@connectamerica.com 855-481-8530 305-271-0587 NOTf: Th,s lnfonnation is used to track and ,,.pert ;mucipated D!IE, or MIE partidp;ation in !'ederalfv-hmded cantr.acu. llle anticipated 08E or MBE amount ls �oluntuy ;ind •Jin not become part of the contractual !l!'rms. This rnrm must be subm� at time of �e to a solicim:ian, If and when ;r,vard� .a county conu-aa. the prime II be aslr:ed 10 update the Information for the gr.int compliance files. EJHNCIIY CUC£ Black American BA Hispanic American HA Native American NA 5ubcont. Asian American SAA Asian-Pacific American APA Non-Minorit'( Women NMW othu. natofarr,otherg:rqup listed 0 D.SECTION TO BE COMPLETED BY COWER COUNTYDEPARTMENT NAME COLLI ER CONTRACT" [IFB/RFP or PO/REO, GRANT PROGRAM/CONTRACT ACCEPTED BY: DATE Page 4256 of 6355 Page 4257 of 6355 Page 4258 of 6355 Three Bala Plaza West Suite 200 Bala Cynwyd, PA 19004 connectamerica.com All I-9s are completed via ADP and run through E-Verify. Connect America E-Verify Company ID 1627498 Page 4259 of 6355 Page 4260 of 6355 3 BALA PLAZA W SUITE 200 BALA CYNWYD, PA 19004 Current Principal Place of Business: Current Mailing Address: 3 BALA PLAZA W SUITE 200 BALA CYNWYD, PA 19004 US Entity Name: PERSONAL RESPONSE CORPORATION DOCUMENT# P00000067490 FEI Number: 65-1037969 Certificate of Status Desired: Name and Address of Current Registered Agent: CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Officer/Director Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Officer/Director Detail Date FILED Apr 03, 2024 Secretary of State 7527391281CC JON SHIELDS AUTHORIZED REPRESENTATIVE 04/03/2024 2024 FLORIDA PROFIT CORPORATION ANNUAL REPORT No Title DIRECTOR Name HERMELIN, BRIAN MICHAEL Address 4TH FLOOR THE MADISON 1555 BROADWAY ST, City-State-Zip:DETROIT MI 48226 Title DIRECTOR Name PROKOP, KEVIN JOHN Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Title DIRECTOR Name MARGOLIN, ROMAN Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Title DIRECTOR Name SZEJNER, STEPHEN Address TWO PRUDENTIAL PLAZA 180 N. STETSON AVENUE SUITE 5600 City-State-Zip:CHICAGO IL 60601 Title DIRECTOR Name GROSS, KENNETH STEVEN Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Title TREASURER Name BROOKS, RICHARD Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Title SECRETARY Name LINDEN, STEVEN JOHN Address 1555 BROADWAY ST., 4TH FLOOR THE MADISON City-State-Zip:DETROIT MI 48226 Title DIRECTOR Name GRASSHOFF, SVEN-ULRICH KURT Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Continues on page 2 Page 4261 of 6355 Officer/Director Detail Continued : Title AUTHORIZED REPRESENTATIVE Name SHIELDS, JON Address 3 BALA PLAZA W SUITE 200 City-State-Zip:BALA CYNWYD PA 19004 Page 4262 of 6355 Page 4263 of 6355 Page 4264 of 6355 Page 4265 of 6355 Page 4266 of 6355 Page 4267 of 6355 Page 4268 of 6355 Page 4269 of 6355 Page 4270 of 6355 Page 4271 of 6355 Page 4272 of 6355 Three Bala Plaza West, Suite 200, Bala Cynwyd, PA 19004 connectamerica.com June 18, 2024 Effective immediately, pursuant to my authority as the Chief Executive Officer of Connect America.com, LLC and its wholly-owned subsidiaries, American Medical Alert Corp., Be Safer at Home, Inc., Personal Response Corporation, Home Buddy, LLC and Lifeline Systems Company (collectively, the “Company”), I hereby delegate to: Dawn Fitzgerald Director, Contracts and Compliance the authority to execute contracts and bind the Company with respect to government services agreements, third-party payer agreements , and business-to-business agreements and such other associated documents as may be necessary for the conduct of the Company’s day- to-day operations. This delegation of authority shall remain in effect until revoked in writing. Janet Dillione Chief Executive Officer, Connect America.com, LLC Page 4273 of 6355 Page 4274 of 6355 Page 4275 of 6355 Page 4276 of 6355 Page 4277 of 6355 Page 4278 of 6355 Page 4279 of 6355 Page 4280 of 6355 Page 4281 of 6355 Page 4282 of 6355 Page 4283 of 6355 Page 4284 of 6355 Page 4285 of 6355 Page 4286 of 6355 INSURANCE REQUIREMENTS COVERSHEET Project Name Vendor Name Solicitation/Contract No. Attachments Risk Approved Insurance Requirements Risk Approved Insurance Certificate(s) Comments Attachments Approved by Risk Management Division Approval: Page 4287 of 6355 Page 4288 of 6355 Page 4289 of 6355 02/04/2025 Warren Insurance Corporation 950 Peninsula Corporate Circle Suite 1012 Boca Raton FL 33487 Home Health Care Resources Corp 2475 Mercer Ave Ste 207 West Palm Beach FL 33401 Philadelphia Indemnity Insurance Co Technology Insurance Company CNA Surety A x X x X Professional Liability x PHPK2705175-000 02/08/2025 02/08/2026 1,000,000 50,000 5,000 1,000,000 3,000,000 Inc Professional Liab.$1M/$3M A x x PHPK2705175-000 02/08/2025 02/08/2026 1,000,000 B N TWC4443811 06/18/2024 06/18/2025 x 1,000,000 1,000,000 1,000,000 C Crime/Dishonesty Bond 72238977 03/18/2024 03/18/2025 $100,000 Collier County Board of County Commissioners, OR Board of County Commissioner in Collier County, or Collier County County Government, OR, Collier County included as an additional Insured under the Captioned Commercial Liability and Automobile Liability Policies on a primary and non-contributory basis if and to the extend required by written contract. Location #2: 866 Tamiami Trail Unit 4. Port Charlotte, FL 33953 Location #3: 7270 Harmony Square Dr. South. Saint Cloud, FL 34773 Collier County Board of County Commissioners 3295 Tamiami Trail East Naples, FL 34112 10 <SS> ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADD'LLTRINSRD DATE (MM/DD/YYYY) PRODUCER INSURED POLICY EFFECTIVE POLICY EXPIRATIONPOLICY NUMBER LIMITSDATE (MM/DD/YYYY)DATE (MM/DD/YYYY)TYPE OF INSURANCE GENERAL LIABILITY AUTOMOBILE LIABILITY GARAGE LIABILITY EXCESS / UMBRELLA LIABILITY WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS AUTHORIZED REPRESENTATIVE INSURER A: INSURER B: INSURER C: INSURER D: INSURER E: EACH OCCURRENCE $ DAMAGE TO RENTEDCOMMERCIAL GENERAL LIABILITY $PREMISES (Ea occurence) CLAIMS MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER:PRODUCTS - COMP/OP AGG $ PRO-POLICY LOCJECT COMBINED SINGLE LIMIT $(Ea accident)ANY AUTO ALL OWNED AUTOS BODILY INJURY $(Per person)SCHEDULED AUTOS HIRED AUTOS BODILY INJURY $(Per accident)NON-OWNED AUTOS PROPERTY DAMAGE $(Per accident) AUTO ONLY - EA ACCIDENT $ ANY AUTO EA ACC $OTHER THAN AUTO ONLY:AGG $ EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION $$ WC STATU-OTH-TORY LIMITS ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMIT $SPECIAL PROVISIONS below Y / N (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTW ITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOW N MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # COVERAGES CERTIFICATE HOLDER CANCELLATION ACORD 25 (2009/01)© 1988-2009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CERTIFICATE OF LIABILITY INSURANCE Page 4290 of 6355 ACORD 25 (2009/01) If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS W AIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). This Certificate of Insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. DISCLAIMER IMPORTANT Page 4291 of 6355 Page 4292 of 6355 Page 4293 of 6355 Page 4294 of 6355 Page 4295 of 6355 Page 4296 of 6355 Page 4297 of 6355 Page 4298 of 6355 Page 4299 of 6355 Page 4300 of 6355 Page 4301 of 6355 Page 4302 of 6355 Page 4303 of 6355 Page 4304 of 6355 Page 4305 of 6355 Page 4306 of 6355 Page 4307 of 6355 Page 4308 of 6355 Selection Committee Scoring Sheet (STEP 1) Committee Scoring and Final Ranking RFP #: 24-8280 Title: Services for Seniors Name of Firm Josh Thomas Lisa Weinmann Yahaira Magee Blanca Aquino Amanda Tounsend Total Scores Final Rank Southern Home Care Services, Inc. dba All Ways Caring HomeCare 90 82 90 87 89 438.00 1.0000 Personal Response Corporation 81 80 78 84 86 409.00 2.0000 Eleven Ash Inc. dba Health Force 90 82 83 69 76 400.00 3.0000 Home Health Care Resources Corp 78 76 81 54 77 366.00 4.0000 Always There Home Health Care 83 69 66 60 80 358.00 5.0000 Procurement Professional Date 12/11/2024Barbara Lance Page 1 of 1 Page 4309 of 6355 Page 4310 of 6355 Page 4311 of 6355 Page 4312 of 6355 Page 4313 of 6355 Page 4314 of 6355 Page 4315 of 6355 Page 4316 of 6355 Page 4317 of 6355 Page 4318 of 6355 Page 4319 of 6355 Page 4320 of 6355 Page 4321 of 6355 Page 4322 of 6355 Page 4323 of 6355 Page 4324 of 6355 Page 4325 of 6355 Page 4326 of 6355 Page 4327 of 6355 Page 4328 of 6355 Page 4329 of 6355 Page 4330 of 6355 Page 4331 of 6355 Page 4332 of 6355 Page 4333 of 6355 Page 4334 of 6355 Page 4335 of 6355 Page 4336 of 6355 Page 4337 of 6355 Page 4338 of 6355 Page 4339 of 6355 Page 4340 of 6355 Page 4341 of 6355 Page 4342 of 6355 Page 4343 of 6355 Page 4344 of 6355 Page 4345 of 6355 Page 4346 of 6355 Page 4347 of 6355 Page 4348 of 6355 Page 4349 of 6355 Page 4350 of 6355 Page 4351 of 6355 Page 4352 of 6355 Page 4353 of 6355 Page 4354 of 6355 Page 4355 of 6355 Page 4356 of 6355 Page 4357 of 6355 Page 4358 of 6355 Page 4359 of 6355 Page 4360 of 6355 Page 4361 of 6355 Page 4362 of 6355 Page 4363 of 6355 Page 4364 of 6355 Page 4365 of 6355 Page 4366 of 6355 Page 4367 of 6355 Page 4368 of 6355 Page 4369 of 6355 Page 4370 of 6355 Page 4371 of 6355 Page 4372 of 6355 Page 4373 of 6355 Page 4374 of 6355 Page 4375 of 6355 Page 4376 of 6355 Page 4377 of 6355 Page 4378 of 6355 Page 4379 of 6355 Page 4380 of 6355 Page 4381 of 6355 Page 4382 of 6355 Page 4383 of 6355 Page 4384 of 6355 Page 4385 of 6355 Page 4386 of 6355 Page 4387 of 6355 Page 4388 of 6355 Page 4389 of 6355 Page 4390 of 6355 Page 4391 of 6355 Page 4392 of 6355 Page 4393 of 6355 Page 4394 of 6355 Page 4395 of 6355 Page 4396 of 6355 Page 4397 of 6355 Page 4398 of 6355 Page 4399 of 6355 Page 4400 of 6355 Page 4401 of 6355 Page 4402 of 6355 Page 4403 of 6355 Page 4404 of 6355 Page 4405 of 6355 Page 4406 of 6355 Page 4407 of 6355 Page 4408 of 6355 Page 4409 of 6355 Page 4410 of 6355 Page 4411 of 6355 Page 4412 of 6355 Page 4413 of 6355 Page 4414 of 6355 Page 4415 of 6355 Page 4416 of 6355 Page 4417 of 6355 Page 4418 of 6355 Page 4419 of 6355 Page 4420 of 6355 Page 4421 of 6355 Page 4422 of 6355 Page 4423 of 6355 Page 4424 of 6355 Page 4425 of 6355 Page 4426 of 6355 Page 4427 of 6355 Page 4428 of 6355 Page 4429 of 6355 Page 4430 of 6355 Page 4431 of 6355 Page 4432 of 6355 Page 4433 of 6355 Page 4434 of 6355 Page 4435 of 6355 Page 4436 of 6355 Page 4437 of 6355 Page 4438 of 6355 Page 4439 of 6355 Page 4440 of 6355 Page 4441 of 6355 Page 4442 of 6355 Page 4443 of 6355 Page 4444 of 6355 Page 4445 of 6355 Page 4446 of 6355 Page 4447 of 6355 Page 4448 of 6355 Page 4449 of 6355 Page 4450 of 6355 Page 4451 of 6355 Page 4452 of 6355 Page 4453 of 6355 Page 4454 of 6355 Page 4455 of 6355 Page 4456 of 6355 Page 4457 of 6355 Page 4458 of 6355 Page 4459 of 6355 Page 4460 of 6355 Page 4461 of 6355 Page 4462 of 6355 Page 4463 of 6355 Page 4464 of 6355 Page 4465 of 6355 Page 4466 of 6355 Page 4467 of 6355 Page 4468 of 6355 Page 4469 of 6355 Page 4470 of 6355 Page 4471 of 6355 Page 4472 of 6355 Page 4473 of 6355 Page 4474 of 6355 Page 4475 of 6355 Page 4476 of 6355 Page 4477 of 6355 Page 4478 of 6355 Page 4479 of 6355 Page 4480 of 6355 Page 4481 of 6355 Page 4482 of 6355 Page 4483 of 6355 Page 4484 of 6355 Page 4485 of 6355 Page 4486 of 6355 Page 4487 of 6355 Page 4488 of 6355 Page 4489 of 6355 Notice of Recommended Award Solicitation: 24-8280 Title: Services for Seniors Due Date and Time: August 9, 2024, at 3:00 pm EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Southern Home Care Services, Inc. dba All Ways Caring Homecare Bonita Springs Lee FL 1 Yes/Yes Personal Response Corporation Miami Miami-Dade FL 2 Yes/Yes Eleven Ash, Inc. dba Health Force Fort Myers Lee FL 3 Yes/Yes Home Health Care Resources, Corp Port Charlotte Charlotte FL 4 Yes/Yes Always There Home Health Care Inc. Marco Island Collier FL 5 Yes/Yes Utilized Local Vendor Preference: Yes No Recommended Vendor(s) For Award: On July 9, 2024, the Procurement Services Division released notices for Request for Proposal (“RFP”) No. 24 - 8280, “Services for Seniors” to two thousand sixty-six (2,066) firms. Seven hundred twenty-nine (729) viewed the solicitation information, and five (5) proposals were received by the August 9, 2024, submission deadline. Staff reviewed the proposals received, and all proposers were deemed to be responsive and responsible with minor irregularities. The Selection Committee convened on December 2, 2024. After review of the proposals and deliberation, the Committee scored the proposals and ranked the firms as shown above. Staff has recommended award to all Firms: Southern Home Care Services, Inc. dba All Ways Caring Homecare, Personal Response Corporation, Eleven Ash, Inc. dba Health Force, Home Health Care Resources, Corp, and Always There Home Health Care Inc. Contract Driven Purchase Order Driven Required Signatures Project Manager: Procurement Strategist: Procurement Services Director: __________________________________ _________________ Sandra Srnka ` Date Docusign Envelope ID: 690D3AAE-080C-48DF-8526-6AECF9752B1E 1/7/2025 1/7/2025 1/7/2025 Page 4490 of 6355