Agenda 04/28/2026 Item #16D 3 (Waive outstanding co-payments in the amount of $3,624.43 for seniors who have passed away or have an inability to pay in accordance with Resolution 2020-068)4/28/2026
Item # 16.D.3
ID# 2026-980
Executive Summary
Recommendation to authorize Community and Human Services to waive outstanding co-payments in the amount of
$3,624.43 for seniors who have passed away or have an inability to pay in accordance with Resolution 2020-068 (Human
Service Grant Fund 1837).
OBJECTIVE: To ensure continuous support for elderly clients through the Collier County Services for Seniors Program
(CCSS) and enhance the Quality of Place strategic focus area by improving access to health, wellness, and human
services.
CONSIDERATIONS: Collier County Services for Seniors provides vital assistance to low-income older adults through
home-based health services and in-home support to help them maintain independence and remain safe in their homes.
On September 9, 2025, Agenda Item #16.D.5, the Board of County Commissioners (Board) approved the Services for
Seniors Community Care for the Elderly (CCE) and Alzheimer’s Disease Initiative (ADI) program agreements with the
Area Agency on Aging of SW Florida (AASWFL). As the recipient of funding from the AASWFL, the County is
required to assess each client participating in the CCE and ADI programs a copay to support the services they receive.
On April 28, 2020, Agenda Item #16.D.14, the Board adopted Resolution 2020-068, to address co-payments in the
Services for Seniors Program. Pursuant to the Resolution in the event co-payments cannot be collected due to client death
or inability to pay an increase in the assessed monthly copayment, CHS may waive up to the total amount of the
copayment. Pursuant to the County’s agreement with AAASWFL, waving co-payments is permitted.
Per Resolution 2006-252, approved by the Board on September 26, 2006, Agenda Item #16.F.3, accounts receivable
resulting from the waived co-payments must be presented to the Board for approval. Waiving the co-payments does not
negatively impact the program’s ability to operate nor the County’s ability to meet its obligations under the CCE or ADI
grants.
The following table provides details regarding co-payment.
CLIENT NUMBER CO- PAY AMOUNT TO WAIVE JUSTIFICATION
13 $6.00 Deceased
75 $48.00 Deceased
41 $40.00 Deceased
10 $308.00 Deceased
91 $193.00 Deceased
77 $338.10 Deceased
26 $44.00 Deceased
14 $119.00 Deceased
84 $23.00 Deceased
53 $16.33 Deceased
68 $2,489.00 Inability To Pay*
TOTAL $3,624.43
* Attempts to collect the co-payments have been unsuccessful after repeated attempts and the client has requested a
waiver of the outstanding balance due to documented medical expenditures resulting in an inability to pay.
Enhancing the Quality of Place focus area by improving access to health, wellness, and human services.
FISCAL IMPACT: The proposed write-off of $3,624.43 from the Community and Human Services Division’s accounts
receivable will eliminate 11 individual customer accounts from fiscal years 2022–2025 and adjust the allowance for
doubtful accounts within the Human Services Grant Fund (1837).
Client co-payments are used to partially offset the cost of services. The Community Care for the Elderly (CCE) grant
requires a 10% local match, which is satisfied through a combination of client co-payments, vendor contributions, and
4/28/2026
Item # 16.D.3
ID# 2026-980
local cash match. The Alzheimer’s Disease Initiative (ADI) grant does not require a local match.
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires a majority vote of the Board
for approval. – CLD
RECOMMENDATION(S): To authorize Community and Human Services to waive outstanding co-payments in the
amount of $3,624.43 for seniors who have passed away or have an inability to pay in accordance with Resolution 2020-
068 (Human Service Grant Fund 1837).
PREPARED BY: David R. Schwartz, Grants Coordinator, Community & Human Services Division
ATTACHMENTS:
1. Resolution 2006-252-Managing Misc Receivables
2. Resolution 2020-068-CoPayment Waiver for Seniors-supersedes 2019-29
RESOLUTION N0.2006- 252
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA,
APPROVING PROCEDURES FOR MANAGING
MISCELLANIOUS RECEIVABLES
WHEREAS, it is the responsibility of each department to manage the collection
of miscellaneous accounts receivable.
WHEREAS, the Independent Auditor's Management Letter prepared by KPMG
for the fiscal year ending September 30, 2004 revealed the following system wide
deficiency, "the Board of County Commissioners does not fallow -up on delinquent
miscellaneous receivables. "
WHEREAS, on February 8, 2006, County Manager lames V. Mudd informed the
Inspector General of the State of Florida, Ms. Annette C. Kittrell, that a procedure to
monitor delinquency and collectabilty of miscellaneous receivables, including awrite-off
procedure, will be implemented by September 30, 2006.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, THAT:
The Boazd of County Commissioners hereby approves these Procedures for
Managing Miscellaneous Receivables.
THIS RESOLUTION is adopted after motion, second, and majority vote
favoring adoption thisa/o m day of n, 6Pr 2006.
ATTEST ' BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER�C,—.O�U�N�-TYC, F_L_OR�IDA�-�
^LA�� Clerl Frank Halos, Chairman
st n tt � h�1r'+Ya �
ApproAe�tasrtb � and legal sufficiency:
illiam Ivfountforil, Assista�it County Attorney
DRAFT
Procedures for Manaeine Miscellaneous Receivables
It is the responsibility of each department to manage the collection of their accounts
receivable. The following shall be collection procedures for managing miscellaneous
receivables. This procedure excludes those areas covered elsewhere by resolution,
ordinance, and/or by separate policy.
A. A past -due notice will be sent 30-days after due date.
B. 30-days after the first past due notice is sent (60-days past original due date} a
second past due notice will be sent.
C. After a 10-day grace period following the second past due notice (?0-days past
original due date), the account will be sent to the county's contracted collection
agency,
D, When, at any stage during the billing and collection procedure, a notice is
returned because the Postal Service can not effectuate delivery, staff shall make
reasonable efforts to ascertain the correct mailing address.
E. Nothing contained in this section shall preclude reasonable telephone or other
appropriate contact for billing and collection purposes, in accordance with
applicable larvs.
F. A reasonable and customary payment plan may be made available to all service
recipients or reasonable parties. Should the service recipient or reasonable party
at any point fail to meet the terms or conditions of the payment plan, the unpaid
balance shall be administered in accordance with this section.
G. Prior to the end of each fiscal year, county department directors shalt review all
past due accounts and approve the discontinuance of collection efforts for those
receivables that appear to be utrcoltectible, and report such accounts to the Board
of County Commissioners.
H. The Board may, after reviewing these past due accounts and after finding that
diligent efforts at collection have proved unsuccessful, remove these past due
accounts from active accounts receivable in accordance with generally accepted
accounting procedures and pursuant to law by Resolution.
RESOLUTION NO. 2 0 2 0 — 6 8
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY, FLORIDA SUPERSEDING RESOLUTION NO.
2019-29 AND UPDATING THE CO -PAYMENT WAIVER PROCEDURE
FOR SENIORS WHO ARE ENROLLED IN THE COMMUNITY CARE
FOR THE ELDERLY AN THE ALZHEIMER'S DISEASE INITIATION
STATE GRANT ADMINISTERED BY THE COMMUNITY AND HUMAN
SERVICE DIVISION
WHEREAS, The Services for Seniors Program, is the lead case management agency in
Collier County that serves seniors with in -home services.
WHEREAS, The Community and Human Services Division (CHS) provides case
management services to seniors enrolled in two grant programs funded by Area Agency on
Aging of Southwest Florida (AAASWFL), the Community Care for the Elderly (CCE) and the
Alzheimer's Disease Initiative (ADI).
WHEREAS, Sections 430.204(g) and 430,503, Florida Statutes require copayment to be
collected for CCE and ADI services.
WHEREAS, Copayment is collected to offset some of the cost of the services received
by the client.
WHEREAS, the copayment amount is established by the financial worksheet that is
completed between the case manager and the client at the time of intake and annually and is in
accordance with the schedule published annually by the Department of Elder Affairs (DOEA).
WHEREAS, On February 26, 2019, based on guidance from the DOEA the Board of
County Commissioner adopted Resolution No. 2019-29 establishing a process to waive any
outstanding copayments for clients who can no Ionger pay their outstanding copayment due to
circumstances beyond their control including death, placement in a facility, relocation without a
forwarding address, and when the senior's family refuses to pay the outstanding debt.
WHEREAS, since the adoption of Resolution 'No. 2019-29, DOEA Programs and
Services regulations and policies have changed requiring updating of the case management
services to seniors copayment process.
NOW, THEREFORE, BE IT RESOLVED, BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA that:
1. In the event past due copayments cannot be collected or the client is unable to pay an
increase in the annual assessed monthly co -payment, CHS may waive up to the total
amount of the copayment or increased amount based on each client's ability to pay
in accordance with DOEA Programs and Services regulations and policies.
2. Unless waived in accordance with DOEA Programs and Services regulations and
policies, Clients who leave the program are still responsible for the copayments owed,
with the exception of those who die, placed in a facility, relocate without a
forwarding address and families who refuse to pay. In all other cases CHS may
determine what course of action to take to recoup what is owed or to waive the
copayment fee.
3. Collections of accounts receivable will continue to be handled in accordance with
Resolution 2006-252.
4. Resolution 2019-154 is hereby superseded, and this Resolution shall go into effect
immediately upon its passage and adoption.
THIS RESOLUTION ADOPTED after motion; second and majority vote this`A%^day
of l , 2020.
Attest:
CRYSTAL KINZEL, Clerk
By ty f. kA
1dl-na.J !'
erkVestassgiature,
a Approved',
a8 to• Foam a'nd Legality: t'
i0", BOARD
OF COUNTY COMMISSIONERS COLLIER
COUNTY, FLORIDA By: "'
Vo4zey _ Burt
L. Saunders, Chairman 0
10
Jenni .
Belpedio, Assi t nt County Attorney o-P
2-
9