Salvation Army Agreement
~'jJ'LN't. V/"/o{,
;lc>o3- )6-3!7
AGREEMENT BETWEEN THE CITY OF MIAMI BEACH
AND THE SALVATION ARMY, A GEORGIA CORPORATION,
FOR EMERGENCY & TRANSITIONAL SHELTER SERVICES
THIS AGREEMENT made and entered into this 1 st day of December, 2003, by
and between the CITY OF MIAMI BEACH, FLORIDA (hereinafter referred to as City),
having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida,
A GEORGIA CORPORATION
33139, and THE SALVATION ARMYl\(hereinafter referred to as Contractor), whose
address is 1907 NW 38TH Street, Miami, Florida, 33142.
SECTION 1
DEFINITIONS
Agreement:
This Agreement between the City and Contractor.
City Manager:
The Chief Administrative Officer of the City.
Contractor:
For the purposes of this Agreement, Contractor shall be deemed to
be an independent contractor, and not an agent or employee of the
City.
Services:
All services, work and actions by the Contractor performed
pursuant to or undertaken under this Agreement, as described in
Section 2.
Fee:
Amount paid to the Contractor to cover the costs of the Services.
Risk Manager:
The Risk Manager of the City, with offices at 1700 Convention
Center Drive, Third Floor, Miami Beach, Florida 33139, telephone
number (305) 673-7000, Ext. 6435, and fax number (305) 673-
7023.
1
SECTION 2
SCOPE OF WORK
The scope of work to be performed by Contractor is set forth in Exhibit "A," entitled
"Scope of Service~" (Services).
SECTION 3
COMPENSATION
3.1 FIXED FEE
For the term of this agreement, the City agrees to pay funds allocated to Contractor
equal to $15.45 per bed, per day for a minimum of thirty-one (31) beds equal to one
hundred Seventy-Five Thousand Two Hundred Ninety-five Dollars and Seventy
Cents ($175,295.70), to be used to provide Emergency and Transitional Shelter
Services, such Services as set forth in Exhibits "A" and "B" hereto.
3.2 INVOICING
Contractor shall submit an invoice, which includes the a description of the Services
provided including the number of beds provided.
3.3 METHOD OF PAYMENT
Payments shall be made within thirty (30) days of the date of invoice, in a manner
satisfactory to and as approved and received by, the City. Contractor shall mail all
invoices to:
City of Miami Beach
Office of Homeless Coordination
1700 Convention Center Drive
3rd Floor
Miami, Florida 33139
SECTION 4
GENERAL PROVISIONS
4.1 RESPONSIBILITY OF THE CITY
The City in requesting emergency and transitional shelter services shall abide
by the provisions for placement established in Exhibit "A" and the Contractor
and City shall abide by standards established in "Exhibit B".
4.2 PUBLIC ENTITY CRIMES
2
A State of Florida Form PUR 7068, Sworn Statement under Section
287.133(3)(a) Florida Statute on Public Entity Crimes shall be filed with the
City's Procurement Division, prior to commencement of the Services herein.
4.3 DURATION AND EXTENT OF AGREEMENT
The term of this Agreement shall commence upon execution of this
Agreement, by all parties hereto, and shall terminate on November 30,2004
with an option to renew for an additional year if agreed to by both parties.
4.4 NOTICE TO PROCEED
The Services to be rendered by the Contractor shall be commenced upon
verbal Notice to Proceed from the City subsequent to the execution of the
Agreement, and Contractor shall adhere to the schedule as referenced by
Exhibit "A" hereto.
4.5 INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City of Miami Beach
and its officers, employees and agents, from and against any and all actions,
claims, liabilities, losses, and expenses, including, but not limited to, attorneys'
fees, for personal, economic or bodily injury, wrongful death, loss of or
damage to property, at law or in equity, which may arise or be alleged to have
arisen from the negligent acts, errors, omissions or other wrongful conduct of
the Contractor, its employees, agents, sub-consultants, or any other person or
entity acting under Consultant's control, in connection with the Contractor's
performance of the Services pursuant to this Agreement; and to that extent,
the Contractor shall pay all such claims and losses and shall pay all such
costs and judgments which may issue from any lawsuit arising from such
claims and losses, and shall pay all costs and attorneys' fees expended by the
City in the defense of such claims and losses, including appeals.
The Contractor's obligation under this Subsection shall not include the
obligation to indemnify the City of Miami Beach and its officers, employees
and agents, from and against any actions or claims which arise or are alleged
to have arisen from negligent acts or omissions or other wrongful conduct of
the City and its officers, employees and agents. The parties each agree to
give the other party prompt notice of any claim coming to its knowledge that in
any way directly or indirectly affects the other party.
4.6 TERMINATION, SUSPENSION AND SANCTIONS
4.6.1 Termination for Cause
If the Contractor shall fail to fulfill in a timely manner, or otherwise
violate any of the covenants, agreements, or stipulations material to this
Agreement, the City shall thereupon have the right to terminate the
3
Services then remaining to be performed. Prior to exercising its option
to terminate for cause, the City shall notify the Contractor of its violation
of the particular terms of this Agreement and shall grant Contractor
seven (7) days to cure such default. If such default remains uncured
after seven (7) days, the City, upon three (3) days' notice to Contractor,
may terminate this Agreement and the City shall be fully discharged
from any and all liabilities, duties and terms arising out of/or by virtue of
this Agreement.
Notwithstanding the above, the Contractor shall not be relieved of
liability to the City for damages sustained by the City by any breach of
the Agreement by the Consultant. The City, at its sole option and
discretion, shall additionally be entitled to bring any and all
legal/equitable actions that it deems to be in its best interest in order to
enforce the City's right and remedies against the defaulting party. The
City shall be entitled to recover all costs of such actions, including
reasonable attorneys' fees. To the extent allowed by law, the defaulting
party waives its right to jury trial and its right to bring permissive counter
claims against the City in any such action.
4.6.2 Termination for Convenience of City
The City May also, for its convenience and without cause, terminate the
services then remaining to be performed at any time during the term
hereof by giving written notice to Contractor of such termination, which
shall become effective five (5) days following receipt by the Contractor
of the written termination notice. In that event, all finished or unfinished
documents and other materials, as described in Section 2 and in Exhibit
"A" shall be properly assembled and delivered to the City at
Contractor's sole cost and expense. If the Agreement is terminated by
the City as provided in this subsection, Contractor shall be paid for any
services satisfactorily performed, as determined by the City at its
discretion, up to the date of termination. If contract is terminated without
cause as described in Section 2, City shall pick-up all finished and
unfinished documents and other materials from the Contractor at its
expense.
4.6.3 Termination for Insolvency
The City also reserves the right to terminate the remaining Services to
be performed in the event the Contractor is placed either in voluntary
or involuntary bankruptcy or makes an assignment for the benefit of
creditors. In such event, the right and obligations for the parties shall
be the same as provided for in Section 4.6.2.
4
4.6.4 Sanctions for Noncompliance with Nondiscrimination Provisions
In the event of the Contractor's noncompliance with the
nondiscrimination provisions of this Agreement, as applicable, the City
shall impose such sanctions as the City or the State of Florida may
determine to be appropriate, including but not limited to, withholding of
payments to the Contractor under the Agreement until the Contractor
complies and/or cancellation, termination or suspension of the
Services. In the event the City cancels or terminates the Services
pursuant to this Subsection the rights and obligations of the parties
shall be the same as provided in Section 4.6.2.
4.7 Changes and Additions
Each such change/addition shall be directed by a written Notice signed by
the duly authorized representatives of the Contractor. Said Notices shall
provide an equitable adjustment in the time of performance, a reallocation of
the task budget and, if applicable, any provision of this Agreement, which is
affected by, said Notice. The City shall not reimburse the Contractor for the
cost of preparing Agreement change documents, written Notices to Proceed,
or other documentation in this regard.
4.8 Additional Conditions and Compensation
It is expressly understood and agreed by the parties hereto that monies to be
used by Contractor, as contemplated by this Agreement, may originate from
City of Miami Beach Resort Tax, General Fund and/or Emergency Shelter
Grant funds from the US Department of Housing and Urban Development
(HUD) and must be implemented in full compliance with all of HUD's rules
and regulations. It is expressly understood and agreed that in the event of
curtailment or non-production of said federal grant funds, the financial
sources necessary to continue to pay the Contractor all or any portions of the
funds contemplated herein will not be available, and that this Agreement will
thereby terminate effective as of the time that it is determined by the City, in
its sole discretion and judgment, that said funds are no longer available. In
the event of such determination, the Contractor agrees that it will not look to,
nor seek to hold liable., the City nor any individual member of the City
Commission and/or City Administration thereof personally for the
performance of this Agreement and all of the parties hereto shall be released
from further liability each to the other under the terms of this Agreement.
The Contractor agrees to comply with all applicable federal regulations as
they may apply to program administration and to carry out each activity in
compliance with the laws and regulations as described in 24 CFR 576, as
same may be amended from time to time. Additionally, the Contractor will
comply with all state and local (City and County) laws and ordinances hereto
applicable. It shall be Contractor's sole and absolute responsibility to
5
continually familiarize itself with any and all such applicable federal
regulations, as well as any and all applicable state and local laws and
ordinances.
4.9 Religious Organization or Owned Property
As applicable, Emergency Shelter Grant funds may be used by religious
organizations or on property owned by religious organizations only with the
prior written approval from the City and only in accordance with requirements
set in 24 CFR 576.23.
4.10 Conformity to HUD Regulations
The Contractor agrees to abide by guidelines set forth by the US Department
of Housing and Urban Development for the administration and
implementation of the Emergency Shelter Grants (ESG) Program, including
all applicable federal regulations as they may apply to program
administration and to carry out each activity in compliance with the laws and
regulations as described in 24 CFR 576. The Contractor shall comply with
the requirements and standards of: 24 CFR 85 (codified pursuant to OMB
circular No. A-102), OMB Circular No. A-87, OMB Circular No. A-122, OMB
Circular A-110 (implemented as 24 CFR part 84), and/or the related ESG
provision as they relate to the acceptance and use of Emergency Shelter
Grant amounts, as applicable. The Contractor agrees to comply with all of
the provisions of 24 CFR 576.57. In this regard, the Contractor agrees that
duly authorized representatives of the US Department of Housing and Urban
Development shall have access to any books, documents, papers and
records of the Contractor that are directly pertinent to this Agreement for the
purpose of making audits, examinations, excerpts and transcriptions.
4.11 Audit and Inspections
With 24-hour written notice, the City and/or such representatives as the City
may deem to act on its behalf, may, during normal business hours, audit,
examine and make audits of all contracts, invoices, materials, payrolls,
records of personnel, conditions of employment and other data relating to all
matters covered by this Agreement. Contractor shall maintain any and all
records necessary to document compliance with the provisions of this
Agreement.
4.12 Access to Records
Contractor agrees to allow access during normal business hours to all
financial records to the City and/or such authorized representatives as it may
deem to act on its behalf, and agrees to provide such assistance as may be
necessary to facilitate financial audit by the City or its representatives when
deemed necessary to insure compliance with applicable accounting and
6
~
4.16
financial standards. Contractor shall allow access during normal business
hours to all other records, forms, files, and documents which have been
generated in performance of this Agreement, to those personnel as may be
designated by the City.
4.13 ASSIGNMENT, TRANSFER OR SUBCONTRACTING
The Contractor shall not subcontract, assign, or transfer any work under this
Agreement without the prior written consent of the City.
4.14 SUB-CONTRACTORS
The Contractor shall be liable for the Consultant's services, responsibilities
and liabilities under this Agreement and the services, responsibilities and
liabilities of sub-contractors, and any other person or entity acting under the
direction or controls of the Contractor. When the term "Contractor" is used in
this Agreement, it shall be deemed to include any sub-contractors and any
other person or entity acting under the direction or control of Contractor. All
sub-contractors must be approved of in writing prior to their engagement by
Contractor.
4.15
EQUAL EMPLOYMENT OPPORTUNITY
In connection with the performance of this Agreement, the Contractor shall
not discriminate against any employee or applicant for employment because
of race, color, religion, ancestry, sex, age, and national origin, place of birth,
marital status, or physical handicap. The Contractor shall take affirmative
action to ensure that applicants are employed and that employees are
treated during their employment without regard to their race, color, religion,
ancestry, sex, age, national origin, place of birth, marital status, disability, or
~~ ~\~lQ~, as applicable. Such action shall include, but not be limited
to the following: employment, upgrading, demotion, or termination;
recruitment or recruitment advertising; layoff or termination; rates of pay, or
other forms of compensation; and selection for training, including
apprenticeship.
CONFLICT OF INTEREST
The Contractor agrees to adhere to and be governed by the Metropolitan
Miami-Dade County Conflict of Interest Ordinance (No. 72-82), as amended;
and by the City of Miami Beach Charter and Code, which are incorporated by
reference herein as if fully set forth herein, in connection with the Agreement
conditions hereunder.
The Contractor covenants that it presently has no interest and shall not
acquire any interest, direct or indirectly which should conflict in any manner
or degree with the performance of the Services. The Contractor further
7
covenants that in the performance of this Agreement, no person having any
such interest shall knowingly be employed by the Consultant. No member of
or delegate to the Congress of the United States shall be admitted to any
share or part of this Agreement or to any benefits arising there from.
4.17 PATENT RIGHTS; COPYRIGHTS; CONFIDENTIAL FINDINGS
Any patentable result arising out of this Agreement, as well as all information,
design specifications, processes, data and findings, shall be made available
to the City for public use.
No reports, other documents, articles or devices produced in whole or in part
under this Agreement shall be the subject of any application for copyright or
patent by or on behalf of the Contractor or its employees or subcontractors.
4.18 NOTICES
All notices and communications relating to the day-to-day activities shall be
exchanged between the Project Manager appointed by the Contractor and
the Program Coordinator designated by the City. The Contractor's Project
manager and the City's Program Coordinator shall be designated promptly
upon commencement of services.
All other notices and communications in writing required or permitted
hereunder may be delivered personally to the representatives of the
Contractor and the City listed below or may be mailed by registered mail.
Until changed by notice in writing, all such notices and communications shall
be addressed as follows:
TO CONTRACTOR:
The Salvation Army - Miami Area Command
Attn: Carol Davis
1907 NW 38th Street
Miami, Florida 33142
(305)637-6722
TO CITY:
City of Miami Beach
Attn: Vivian Guzman, Dir.lNeighborhood Services Dept.
1700 Convention Center Drive
Miami Beach, Florida 33139
(305) 673-7077
WITH COPIES TO:
8
Office of the City Attorney
Attn: Murray H. Dubbin
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
Office of Homeless Coordination
Attn: Maria L. Ruiz
City of Miami Beach
1700 Convention Center Drive
Miami Beach, Florida 33139
4.19 LITIGATION JURISDICTIONNENUE
This Agreement shall be enforceable in Miami-Dade County, Florida, and if
legal action is necessary by either party with respect to the enforcement of any
or all of the terms or conditions herein, exclusive venue for the enforcement of
same shall lie in Miami-Dade County, Florida.
4.20 ENTIRETY OF AGREEMENT
This writing and the Services embody the entire Agreement and understanding
between the parties hereto, and there are no other agreements and
understandings, oral or written with reference to the subject matter hereof that
are not merged herein and superceded hereby. The Services and the
Proposal Documents are hereby incorporated by reference into this
Agreement.
4.21 INSURANCE REQUIREMENTS
The Contractor shall not commence any work pursuant to this Agreement until
all insurance required under this Section has been obtained and such
insurance has been approved by the City's Risk Manager. The Provider shall
maintain and carry in full force during the term of this Agreement and
throughout the duration of this project the following insurance:
a. Workers Compensation & Employers Liability as required pursuant to
Florida statute.
b. Thirty (30) days written notice of cancellation or substantial
modification in the insurance coverage must be given to the City's Risk
Manager by the Contractor and his insurance company.
c. The insurance must be furnished by insurance companies authorized
to do business in the State of Florida and approved by the City's Risk
Manager.
d. Original certificates of insurance for the above coverage must be
submitted to the City's Risk Manager for approval prior to any work
commencing. These certificates will be kept on file in the Office of the
Risk Manager, Third Floor, City Hall.
9
e. The Contractor is responsible for obtaining and submitting all
insurance certificates for their Contractors.
All insurance policies must be issued by companies authorized to do business
under the laws of the State of Florida. The companies must be rated no less
than "B+" as to management and not less than "Class IV" as to strength by the
latest edition of Best's Insurance Guide, published by AM. Best Company,
Oldwick, New Jersey, or its equivalent, subject to the approval of the City's
Risk Manager.
Compliance with the foregoing requirements shall not relieve the Contractor of
liabilities and obligations under this Section or under any other portion of this
Agreement, and the City shall have the right to obtain from the Contractor
specimen copies of the insurance policies in the event that submitted
certificates of insurance are inadequate to ascertain compliance with required
coverage.
4.22 Endorsements
All of the Contractor's certificates, above, shall contain endorsements
providing that written notice shall be given to the City at least thirty (30) days
prior to termination, cancellation or reduction in coverage in the policy.
4.23 Certificates
Unless directed by the City otherwise, the Contractor shall not commence any
services pursuant to this Agreement until the City has received and approved,
in writing, certificates of insurance showing that the requirements of this
Section (in its entirety) have been met and provided for.
4.24 Entirety of Agreement
This writing and the Scope of services embody the entire Agreement and
understanding between the parties hereto, and there are no agreements and
understandings, oral or written with reference to the subject matter hereof that
are not merged herein and superseded hereby. The Scope of Services is
hereby incorporated by reference into this Agreement to the extent that the
terms and conditions contained in the Scope of Services are consistent with
the Agreement. To the extent that any term in the Scope of Services is
inconsistent with this Agreement, this Agreement shall prevail.
4.24 LIMITATION OF CITY'S LIABILITY
The City desires to enter into this Agreement only if in so doing the City can
place a limit on the City's liability for any cause of action for money damages due to
an alleged breach by the City of this Agreement, so that its liability for any such
breach never exceeds the sum of $1,000. Contractor hereby expresses its
10
willingness to enter into this Agreement with Consultant's recovery from the City for
any damage action for breach of contract to be limited to a maximum amount of
$1,000.
Accordingly, and notwithstanding any other term or condition of this
Agreement, Contractor hereby agrees that the City shall not be liable to the
Contractor for damages in an amount in excess of $1,000 for any action or claim for
breach of contract arising out of the performance or non-performance of any
obligations imposed upon the City by this Agreement. Nothing contained in this
paragraph or elsewhere in this Agreement is in any way intended to be a waiver of
the limitation placed upon the City's liability as set forth in Section 768.28, Florida
Statutes.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
11
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to
be executed by their appropriate officials, as of the date first entered above.
FOR CITY:
ATTEST:
CITY OF MIAMI BEACH, FLORIDA
~~ Ptu~
City Clerk
d~D~.
City Manager
By:
FOR CONSULTANT: '!H[ SALVATION ARMY, A GEORGIA CORPORATION
ATTEST: ~~_
~~CJO.~
;Y:-/I dI!IW
H. Al WARD
1RFASIIEI
(TITLE)
Corporate Seal
APPROVED AS TO
FORM & LANGUAGE
& FOR EXECUTION
~/~)p~
Date
12
EXHIBIT "A"
"SCOPE OF SERVICES"
Emergency & Transitional Shelter Services for Miami Beach Clients
The Contractor agrees to provide a minimum of thirty-one (31) guaranteed
emergency and transitional care beds per day, seven (7) days a week, twenty-four
(24) hours per day (for males, females and/or families) to homeless individuals and
families referred exclusively by the City of Miami Beach Neighborhood Services
Department! Office of Homeless Coordination to the Contractor, under the same
terms and conditions as specified in the Contractor's contract with Miami-Dade
County. This reservation of beds is in addition to the Contractor's current
arrangements with the Miami-Dade County Homeless Trust.
Emergency beds include, but are not limited to:
1. Emergency housing is limited to a period not to exceed (30) days per client
unless expressly agreed to otherwise by the City and the Contractor;
2. At least three (3) prepared, nutritious and well-balanced meals daily;
3. On-site supervision;
4. Client assessment for needed services within seventy-two (72) hours of
admittance to shelter, with copies of the client assessment forwarded to the
City;
5. Health, substance abuse, mental health screening and treatment, and
referrals, as appropriate, with copies of said referrals forwarded to the City;
6. Advocacy role to assist clients in receiving entitlements (such as SSI, VA,
TANF, Medicaid, and/or other entitlements);
7. Referral to educational and vocational services, as appropriate, with copies of
said referrals forwarded to the City;
8. Referral to appropriate housing and follow-up, with copies of said referrals
forwarded to the City;
9. Testing for tuberculosis with seventy-two (72) hours of admittance to shelter,
with results forwarded to the City;
10. Clean clothing and hygiene products, if available;
11. Bilingual co-case management, information and referral to ancillary services,
independent living skills preparation, as outlined in the Miami-Dade County
Continuum of Care, with documentation of such services provided forwarded
to the City;
12. Referrals for beds under this agreement will be available exclusively to
individuals and families escorted by City of Miami Beach representatives;
13. Daily notification of availability of beds under this agreement will be done
Monday through Friday, 24 hours a day, and by telephone access all other
times;
14. Daily reports with client status will be received by fax or electronic mail no later
than 1 :OOpm; and
15. Termination of clients from program shall be at the discretion of the City of
Miami Beach via a formal request to the Contractor.
13
16. Notice of termination of clients by the Contractor for failing to adhere to
Contractor's rules and regulations shall be made in writing to the City within
24-hours of termination.
17. Clients being placed for shelter must be stable and sober at the time of
admission.
Emergency Shelter Program
Emergency shelter services include:
~ Provision of shelter and adequate sleeping facility;
~ Three (3) nutritious and well-balanced meals a day;
~ Linens;
~ Personal care items, if available;
~ Laundry facilities;
~ Families will be assigned to a private room, if available;
~ Access to on-site medical clinic administered and staffed by the Camillus Health
Concern, Inc. will provide medical services and referrals to specialized medical
providers to uninsured clients, as appropriate;
~ Clients attend life skills classes, peer support groups, parenting classes, and group
and/or private drug and alcohol counseling, as appropriate;
~ Clients will be provided with tokens for their transportation needs, when applicable
and available;
~ Develop monthly summary reports on client status to include discharge information
including secondary placements;
~ Coordinate the placement of clients and bed availability space with transitional and
permanent housing programs to move clients through the Continuum of Care, as
appropriate;
~ Identify and assess the client's needs and secure appropriate services, as
appropriate;
~ Maintain ongoing communication with the Office of Homeless Coordination, as
appropriate; and
~ Assist in determining discharge of clients from program, as appropriate.
The following benchmarks will be utilized to measure the program's
accomplishments:
1. Intake will be available seven days (7) per week, twenty-four (24) hours per
day.
2. Contractor will provide daily bed availability status via electronic mail or
facsimile.
3. Within three (3) days of program admission:
14
a. Client will have completed intake, assessment and formulated a plan of
action in conjunction with Contractor and City staff.
b. Medical needs will be met including tuberculosis test and completion of
mental health assessment by Contractor, as appropriate.
4. Within seven (7) days of program admission:
a. Client will have applied for financial entitlements, if appropriate, via
Contractor and City staff collaboration.
b. Client will meet with either on-site job developer or City staff to schedule
job interviews.
c. If appropriate, client will meet with drug and alcohol counselor provided
by Contractor.
5. Within seven (7) to thirty (30) days of program admission:
a. Contractor and City staff will meet regarding client's progress and
discuss service plan.
6. Contractor will enable City staff to conduct case management visits with
placed clients at least once per week via days and hours posted in advance at
the shelter.
EXHIBIT B
"MIAMI-DADE COUNTY HOMELESS TRUST - STANDARDS OF CARE"
I. CORE FUNCTIONS OF TEMPORARY CARE FACILITIES:
· The Mission and Purpose of temporary care facilities is to provide emergency housing and
care to individuals in dire need, including, but not limited to, assessment, case management,
linkage and referral to supportive services and housing opportunities within the Continuum
of Care and community-at-Iarge.
· Core Functions:
Temporary care facilities shall provide the following core functions to their clients:
· Emer2encv Housin2, including clothing, meals, and initial health screening for
conununicable diseases.
· Comprehensive Assessment of current social, health (including mental health and substance
use/abuse), and employment/education conditions.
· Development of Individualized Continuum of Care Plans describing a client's needs for
supportive services, establishing a service/referral plan and outlining the client's personal
goals towards attaining residential, financial and personal stability and self-sufficiency.
· Linka2eIReferral to internal and external supportive services including, but not limited to,
benefit programs, in-patient or out-patient mental health or substance abuse treatment or
support groups, education/vocational opportunities, job counseling, training and placement,
child care and legal services, and transportation.
· Outplacement to appropriate housing opportunities in the Primary or Advanced Care levels
of the Continuum of Care, in the Dade County community or in the local affordable housing
market.
u. GENERAL STANDARDS - PROGRAM ENVIRONMENT
A. RESIDENTS
· Homeless individuals and families served by temporary care facilities shall be accorded
dignity and respect. A grievance procedure providing for fair notice and hearing shall be
made known and available to clients by which to seek redress in the event that a client has a
grievance regarding the operation of the temporary care facility or should a client believe that
he or she has been unfairly accused of a rule infraction, or in the event of a decision by the
temporary care provider to refuse or terminate services to the client.
· Temporary care facilities shall demonstrate sensitivity to clients' primary language and
cultural background.
· Clients have both privileges and responsibilities relating to their stay at the temporary care
facility which shall be set forth in a Resident/Client Agreement that each client must sign
upon admission to the temporary care facility.
B. SAFE ENVIRONMENT:
· All temporary care facilities shall establish and enforce house rules governing use of alcohol,
illegal use of controlled substances, fighting, violent and/or inappropriate behavior for the
pUrpose of protecting the health and safety of clients and staff.
C. TEMPORARY CARE FACILITY STAFF:
· Temporary care facility administrators shall ensure that facility staffhave the qualifications,
proper training and supervision necessary and appropriate to the job function(s) with which
such staff members are entrusted.
D. NON-DISCRIMINATION IN THE PROVISION OF HOUSING AND
SERVICES:
· There shall be no discrimination on the basis of race, color, gender, sexual orientation,
disability, religion, or national origin in the provision of emergency housing and services to
clients by temporary care providers. No religious practice or affiliation requirement shall be
imposed upon clients or prospective clients.
E. COORDINATION, COOPERATION AND INTEGRATION:
· Each Temporary Care Provider shall work closely and cooperatively with the Dade County
Homeless Trust, the OAP Program and OAP Program Providers, all other Trust-funded
providers as well as other community-based service providers to homeless individuals and
families.
m PROVISION OF EMERGENCY HOUSING:
A. HOUSING:
· Length of Stay: Length of stay shall be detennined by the temporary care facility, consistent
with the Dade County Community Homeless Plan goals for emergency care _ to encourage
the client's attainment oflong-tenn self-sufficiency through the optimal utilization of housing
and services offered through the Continuum of Care's Primary and Advanced stages of care.
Clients are expected to reside at temporary care facilities for a short period of time (i.e. seven
(7) to sixty (60) days). Extension of a maximum length of stay, set by the temporary care
facility, shall be made on a case-by-case basis, predicated on the client's demonstrated
commitment to the goals established by the client with the assistance of case management in
his or her individualized Continuum of Care Plan. Violations of temporary care facilities
house rules may be grounds for tenninating a client's length of stay and/or privilege ofre-
admission.
· Separate Sleeping Quarters and Personal H)'giene Facilities: Separate sleeping quarters
and personal hygiene facilities shall be maintained for (a) single male adults; (b) single
female adults and (c) families.
· Quality of Housing: Temporary care facilities shall maintain safe, clean and sanitary
conditions and opportunity to safe keep papers, documents and valuables. Beds, pillows and
bed coverings (e.g',sheets and blankets) shall be clean and sanitary (e.g. free of infestation).
· Personal Hygiene Facilities: Personal hygiene facilities shall be made available to each
client. Such personal hygiene facilities shall be kept clean and sanitary and maintained in
operable working condition at all times, subject to periodic temporary interruptions due to
maintenance or repair.
· Resident Participation in General Housekeeping: Clients may be required to participate in
the general housekeeping of the temporary care facility.
B. MEAL STANDARDS:
· Provision of Meals: Clients shall be provided a minimum of two meals a day, one of which
must be a hot meal.
· Meal Standard: All meals served shall be nutritionally sound and balanced in compliance
with standards and/or regulations adopted and/or issued by the local public authority
responsible for the regulation of facilities which serve meals at residential facilities.
C. CLOTHING STANDARDS:
· Prol'ision of Clothing: Temporary care facilities shall assist clients in obtaining at least two
sets of appropriate clothing (both under and outerwear) and shoes. Appropriate clothing in
the instance of underwear and socks shall mean new or previously unused items.
· Donated Clothing: Donated clothing must be washed/sanitized prior to distribution to
clients.
D. HEALTH SCREENINGS:
· Immediate Health Screening: To reduce risk ofhann to other clients and staff, temporary
care facilities shall arrange for health screenings for communicable, air-borne diseases, such
as tuberculosis, within thirty-six. (36) hours of the client's entry into the facility. Clients
detennined to pose a direct threat to the health of others shall be quarantined and referred for
appropriate medical treatment.
· Full ,Medical Assessment and Evaluation: Temporary care facilities shaH arrange for a full
medical assessment and evaluation (i.e. complete physical) for each client within seventy-two
(72) hours of the client's entry into the facility.
E. FACILITIES STANDARDS AND LICENSING/CERTIFICATION:
· Temporary Care Facilities in General: Temporary care facilities shall comply with all
local and state ordinances, regulations and laws governing residential facilities and secure
necessary licensing as may be required under such local or state law.
· Food Preparation and/or Dining Facilities: Food preparation andlo~ dining facilities
located at temporary care facilities must comply with all local and state ordinances,
regulations and laws governing facilities which serve meals to the public in a residential
facility or otherwise. Temporary care facilities must secure necessary licensing or
certification as may be required by the local public authority responsible for the regulation of
facilities which serve meals to the public.
· Environmental/Structural Controls and Procedures to Prevent/Control Spread of
Communicable Diseases: Temporary care facilities shall comply with all local and state
ordinances, regulations and laws governing the prevention and/or control of the spread of
communicable, air-borne diseases within residential facilities which may include the
implementation of structural or envirorunental measures and quarantining, notification and
health screening procedures.
IV. TEMPORARY CARE CASE MANAGEMENT:
A. CASE MANAGEMENT SERVICES IN GENERAL:
· The Mission and Purpose of temporary care facilities is emergency housing and care. The
case management function at temporary care facilities shall be one of assessment, advocacy
and linkage as opposed to treatment due to the short stay of clients. Assisting the client in
obtaining needed housing and services shall be the essential function of the temporary care
facility.
· The Primary Purpose of Case Management Services is to integrate various internal and
external service components into a coherent constellation of services tailored to meet the
unique needs ofindividuals. Case Management shall be concerned with service coordination
and problem solving in an attempt to insure appropriate service provision and continuity.
· Partnerships: The temporary care facility shall develop partnerships with government, not-
for-profit and community-based agencies or organizations or programs to coordinate and
provide services to its clients.
· Case Managers: The case manager shall be responsible for producing a comprehensive
assessment of the client's current social, health (including mental health and substance
use/abuse) and education/employment conditions and needs. The case manager shall playa
major role in assisting the resident in the development and implementation of a Continuum
of Care Plan which will enable the client to successfully achieve his or her personal goals and
objectives by addressing unmet needs.
· Client Rapport: Development of a rapport between the client and his or her case manager,
establishing trust and familiarity, is deemed integral to establishing an effective case
management service plan and a realistic, client-developed Continuum of Care Plan.
· Scope of Case l\1anagement Services: The scope of case management services provided
shall be client directed.
B. CORE CASE MANAGEMENT FUNCTIONS
· Core Functions of a temporary care facilities case management program shall be:
Assessment - a thorough evaluation detailing the client's current and
potential strengths, weaknesses, service needs and appropriate
resources to meet the service needs.
Planninl! - the development of a holistic service plan with each
client, containing service goals and appropriate timeliness.
Linkal!elBrokeral!e - the process of referring or transferring clients
to all required internal and external services.
Monitorinl! - the continuous evaluation of the client's progress,
leading to reassessment and development of new service plans,
linkages, or other dispositions as indicated.
Advocacv - interceding on behalf of a client or group of clients to
assure access to needed services and! or resources.
· Areas of Case Management Inten'ention should include but are not limited to:
o Service Planning.
o Assistance in obtaining food and clothing and transportation.
o Referrals for in- or out-patient mental health services, substance abuse treatment, and
medical services.
o Assistance in obtaining benefits.
o Referrals to self-sufficiency related programs such as adult education, vocational
training, job counseling, training and pennanent placement services, child care and
legal services and transportation.
o Assistance and referral to obtain appropriate housing placement in the Primary or
Advanced Care levels of the Continuwn of Care, in the Dade County Community or
in the local affordable housing market.
C. MULTI-DISCIPLINARY TEAM CONCEPT:
· Recommendation: It is recommended that temporary care providers develop a multi-
disciplinary approach towards providing care to the client to ensure an holistic response to
the client's needs. Temporary care,providers are encouraged to develop multi-disciplinary
care teams, comprised of the client's case manager, a health care worker caring for the client,
and/or government or community providers directly serving the client, that would meet to
review client progress, make recommendations and ensure successful referral to additional
services and resources. Such approach ensures effective, comprehensive service provision as
well as continuity of care as the client is placed with other housing programs within the
Continuum or in the community.
v. COMPREHENSIVE ASSESSMENT:
· Comprehensive Assessment Precedes Case Management Services: Case management
seIVices shall be preceded by a comprehensive assessment of the client's current social,
health (including mental health and substance use/abuse) and education/employment
conditions. Screening for emotional disorders and dysfunction, including substance abuse,
and for other serious mental health impediments to independence, shall be perfonned by, or
under the supervision of, qualified mental health or substance abuse professionals.
· Client Rapport: Development of a rapport between the client anq facility staff responsible
for the assessment function, establishing trust and familiarity, is deemed integral to
performing a thorough and accurate comprehensive assessment of the client's needs and to
establishing an effective case management service plan and a realistic, client-developed
Continuum of Care Plan.
· Comprehensive Assessment within 72 Hours: A comprehensive assessment of the client's
current social, health and education/employment conditions shall commence within seventy-
two (72) hours of admission of the client to the temporary care facility.
· Contents of Comprehensive Assessment: The comprehensive assessment shall include
treatment and referral recommendations and will form the basis for the client's individualized
Continuum of Care Plan and referral services provided to the client. The comprehensive
assessment shall be comprised of information gathered by the OAP Program, by the Dade
County Homeless Trust, at intake, through client interviews and through medical and referral
infonnation.
VI. INDIVIDUALIZED CONTINUUl\f OF CARE PLAN:
· Client-Developed Continuum of Care Plan - Timeliness: Clients shall be assisted in
initiating an individualized Continuum of Care Plan within Twenty-four (24) hours of the
completion of their comprehensive assessment of their current social, health and
education/employment conditions and needs.
· Client Contract: The Continuum of Care Plan is an individualized contract based upon the
participant's current state, capabilities and personal goals. The Continuum ofeare Plan shall
describe the participant's needs for supportive services and outline the steps that the
participant must take in order to begin the personal process towards residential and financial
stability and self-sufficiency. The client's signature on the Continuum of Care Plan signifies
his or her commitment to obtaining residential, financial and personal stability and self-
sufficiency.
· Basis oflndividualized Continuum of Care Plan: The individualized Continuum of Care
Plan shall be based on the comprehensive assessment ofcIient's conditions and needs, as well
as case management recommendations, and the client's personal goals and objectives. Goals
and/or services sought by the client should be consistent with those articulated by the client
during initial engagement and assessment by the Trust-coordinated Outreach, Assessment
and Placement Program.
· . Potential Needs to be reflected in Client's Goals and Objectives: The individualized
Continuum of Care Plan should address the following goals and objectives that respond to
the following potential needs: health (physical and mental health, including substance abuse),
VII.
CLIENT CONFIDENTIALITY
INFORMATION:
AND
SHARING
OF
· Client Expectation of Privacy: Temporary care facilities shall comply with all federal and
state laws and regulations governing the confidentiality of infonnation regarding AIDS/HIV
status and medical, substance abuse or mental health history, referral or treatment. Clients
may expect a reasonable degree of privacy with regard to infonnation not otheIWise protected
from disclosure by federal or state laws and regulations that is shared with the temporary care
facility staff members.
· Personal Mail and Telephone Calls: Temporary care facilities shall respect the privacy of a
client's personal mail and telephone calls.
· Exceptions to Client Confidentiality: Client infonnation may be subject to disclosure as
provided by law including investigation by law enforcement, probation officers, and HRS
protective services related to minors or the elderly, subject to any limitations on disclosure
set forth in state or federal law, including those laws protecting the confidentiality of
infonnation regarding AIDS/HN status and medical, substance abuse or mental health
history, referral or treatment.
· Sharing of Client Information: Sharing of client infonnation with other providers to whom
the client may be referred is necessary to ensure effective provision of services, continuity in
care, and efficient use of Continuum resources. The necessity of sharing infonnation with
other providers shall be explained to the client. Client information shall only be shared upon
the client's written consent.
VIR. OUTPLACEl\1ENT SERVICES:
· Urgency: The mission and pUrpose of temporary care facilities is to provide emergency
housing and care to individuals in dire need. In keeping with this purpose, the temporary care
facility should make every effort to secure an appropriate housing placement for a client as
soon as possible. Case manager should be thinking of appropriate out-placement by the time
the Continuum of Care Plan is signed and implemented.
· Provider Relationships: Temporary care facility case managers are expected to develop
strong working relationships with primary and/or advanced care case managers to ensure an
effective planning process and smooth transition between housing programs.
· Effective Planning Process to Ensure Smooth Transition: The planning process should
strive to ensure that minimal disruption occurs during the transition from one provider to
another. The planning process is intended to ensure that services provided to the client at or
through referral by the temporary care facility are maintained and that the provision of
additional services are arranged for the client prior to transfer, consistent with the client's
individualized Continuum of Care Plan.
· Outplacement Packet: The necessity to cooperate with both the Temporary Care Provider
and the provider with whom the client has been placed in order to ensure effective service
provision and continuity of care shall be explained to the client. Upon the written consent of
the client, an outplacement packet shall be prepared for the provider with whom the client
has been placed. The outplacement packet shall contain the client's comprehensive .
assessment, Continuum of Care Plan and referral history and notes for the pUrpose of
ensuring continuity in service provision and in the client's commitment to his or her goals
and objectives.
I. CORE FUNCTIONS OF PRIMARY CARE FACILITIES:
· The Mission and Purpose of primary care facilities is to provide housing and supportive
services to special need homeless populations comprised of persons with a history ofmental
illness or dehabilitating mental health conditions, substance abuse, victims of domestic
violence, HN infection or AIDS, as well as homeless individuals and families in order to
assist such persons in the transition from homelessness to independent living or to permanent
supported housing, as the case may be.
· Core Functions:
Primary care facilities shall provide the following core functions to their clients:
o Housine, including clothing, meals, and initial health screening for communicable
diseases.
o ComprehensivelRe,rised Assessment of current social, health (including mental
health and substance use/abuse), and employment/education conditions and
Develo ment/Revision of Individualized Continuum of Care Plans describing a
client's needs for supportive services, establishing a service/referral plan and
outlining the client's personal goals towards attaining residential, financial and
personal stability and self-sufficiency. .
o Mental Health/Substance Abuse Treatment or Rehabilitative Support through
onsite treatment for mental illness or dehabilitating mental health conditions,
including substance abuse, or referral to out-patient treatment for same, and/or on and
off-site support groups and/or activities.
o LinkaeelReferral to internal and external supportive services including, but not
limited to, benefit programs, primary health care, education/vocational opportunities,
job counseling, training and placement, child care and legal services, and
transportation.
o Outplacement to appropriate housing opportunities in the Advanced Care level of
the Continuum of Care, in the Dade County community or in the local affordable
housing market and Follow-Up Case Manaeement Services for at least ninety days
follO\ving outplacement.
ll. GENERAL STANDARDS - PROGR.\M ENVIRONMENT
A. RESIDENTS
· Homeless individuals and families served by primary care facilities shall be accorded dignity
and respect. A grievance procedure providing for fair notice and hearing shall be made
known and available to clients by which to seek redress in the event that a client has a
grievance regarding the operation of the primary care facility or should a client believe that
he or she has been unfairly accused of a rule infraction, or in the event of a decision by the
primary care provider to refuse or terminate services to the client.
· Primary care facilities shall demonstrate sensitivity to clients' primary language and cultural
background.
· Clients have both privileges and responsibilities relating to their stay at the primary care
facility which shall be set forth in a Resident/Client Agreement that each client must sign
upon admission to the primary care facility.
B. SAFE ENVIRONMENT:
· All primary care facilities shall establish and enforce house rules governing use of alcohol,
illegal use of controlled substances, fighting, violent and/or inappropriate behavior for the
pUrpose of protecting the health and safety and safety of clients and staff.
C. PRI1\fARY CARE FACILITY STAFF:
· Primary care facility administrators shall ensure that facility staff have the qualifications,
licensing, proper training and supervision necessary and appropriate to the job function(s)
with which such staff members are entrusted.
D. NON-DISCRIMINATION IN THE PROVISION OF HOUSING AND
SERVICES:
· There shall be no discrimination on the basis of race, color, gender, sexual orientation,
disability, religion, or national origin in the provision of housing and services to clients by
primary care providers. No religious practice or affiliation requirement shall be imposed
upon clients or prospective clients.
E. COORDINATION, COOPERATION ~~D INTEGRATION:
· Each Primary Care Provider shall work closely and cooperatively with the Dade County
Homeless Trust, the OAP Program and OAP Program Providers, all other Trust-funded
providers as well as other community-based service providers to homeless individuals and
families.
m. PROVISION OF HOUSING:
A. HOUSING:
· Length of Stay: Recognizing the eXIstmg scarcity of resources, the Dade County
Community Homeless Plan sets forth as guidance a length of stay of six (6) to nine (9)
months in primary care facilities (transitional housing). Regulations governing homeless
programs funded by the U.S. Department of Housing and Urban Development (U.S. HUD)
provide for lengths of stay of up to twenty-four (24) months in transitional housing.
Inconsistencies in lengths of stay for various housing types, if any, between the Dade County
Community Homeless Plan and U.S. HUn guidelines are not intentional substantive
deviations from U.S. HOO guidelines, but ratherreflect local funding allocations for various
lengths of stay in light of current available resources.
Length of stay shall be determined by the primary care facility, consistent with the
Dade County Community Homeless Plan goals for primary care _ to encourage the
client's attainment of long-term self-sufficiency through the optimal utilization of
treatment opportunities and/or supportive services provided in the primary care level.
Maximum residency at primary care facilities is a period of six (6) months. Extension
of a maximum length of stay is subject to the review and approval by the Dade
County Homeless Trust and shall be made on a case-by-case basis, predicated on the
client's Individualized Continuum of Care Plan and demonstrated commitment to his
or her treatment plan and/or the goals established by the client in his or her
Individualized Continuum of Care Plan.
Violations of primary care facilities house rules may be grounds for tenninating a
client's length of stay and/or privilege of re-admission, consistent with all local and
state ordinances, laws or regulations governing tenancy, if and when applicable.
· Housing Placement Options: Housing placement options offered to the client shall be
consistent with client's Individualized Continuum of Care Plan.
· Residential Facilities - Separate Sleeping Quarters and Personal Hygiene Facilities:
Housing quarters offered to the client shall be consistent with client's Individualized
Continuum of Care Plan. In the case of residential facilities that are not single sex facilities,
separate sleeping quarters and personal hygiene facilities shall be maintained for (a) single
male adults; (b) single female adults and (c) faIIlilies.
· . Quality of Housing: Primary care facilities shall maintain safe, clean and sanitary conditions
and shall provide clients the opportunity to safekeep papers, documents and valuables. Beds,
pillows and bed coverings (e.g. sheets and blankets) shall be clean and sanitary (e.g. free of
infestation).
· Personal Hygiene Facilities: Personal hygiene facilities shall be made available to each
client. Such personal hygiene facilities shall be kept clean and sanitary and maintained in
operable working condition at all times, subject to periodic temporary interruptions due to
maintenance or repair.
· Resident Participation in General Housekeeping: Clients may be required to participate in
the general housekeeping of the primary care facility.
B. MEAL STANDARDS:
· Provision ofl\leals: Clients shall be provided a minimum of two meals a day, one of which
must be a hot meal.
· Meal Standard: All meals served shall be nutritionally sound and balanced in compliance
with standards and/or regulations adopted and/or issued by the local public authority
responsible for the regulation of facilities which serve meals at residential facilities.
C. CLOTHING STANDARDS:
· Provision of Clothing: Primary care facilities shall assist clients in obtaining at least two
sets of appropriate clothing (both under and outerwear) and shoes. Appropriate clothing in
the instance of underwear and socks shall mean new or previously unused items.
· Donated Clothing: Donated clothing must be washed/sanitized prior to distribution to
clients.
D. HEALTH SCREENINGS:
· Immediate Health Screening: To reduce risk of harm to other clients and staff, primary care
facilities shall arrange for health screenings for coinmunicable, air-borne diseases, such as
tuberculosis, within thirty-six (36) hours of the client's entry into the facility. Clients
determined to pose a direct threat to the health of others shall be quarantined and referred for
appropriate medical treatment.
· Full Medical Assessment and Evaluation: In the absence of documentation that a client has
undergone a complete physical within the previous six months, primary care facilities shall
arrange for a full medical assessment and evaluation (i.e. complete physical) for each client
within seventy-two (72) hours of the client's entry into the facility.
E. FACILITIES STANDARDS AND LICENSING/CERTIFICATION:
· Primary Care Facilities in General: Primary care facilities shall comply with all local and
state ordinances, laws or regulations governing residential facilities and/or housing
conditions and secure necessary licensing as may be required under such local or state law.
Primary care facilities shall also comply with all local and state ordinances, laws or
regulations governing providers of substance abuse or mental health treatment and related
servIces.
· - Food Preparation and/or Dining Facilities: Food preparation and/or dining facilities
located at primary care facilities must comply with all local and state ordinances, regulations
and laws governing facilities which serve meals to the public in a residential facility or
otherwise. Primary care facilities must secure necessary licensing or certification as may be
required by the local public authority responsible for the regulation offacilities which serve
meals to the public.
· EnvironmentaVStructural Controls and Procedures to Prevent/Control Spread of
Communicable Diseases: Primary care facilities shall comply with all local and state
ordinances, regulations and laws governing the prevention and/or control of the spread of
communicable, air-borne diseases within residential facilities which may include the
implementation of structural or environmental measures and quarantining, notification and
health screening procedures.
IV. PROVISION OF MENTAL HEAL TH AND/OR SUBSTANCE ABUSE
TREATMENT:
· Compliance with State Licensing Rules and Regulations: Primary Care programs that
provide treatment for chemical dependence/abuse and/or mental illness shall comply with
state licensing rules and regulations as foHows:
o Chemical Dependency/Abuse Treatment Providers shall meet with standards and
regulations contained in Amended Rule 1 OE-16 and shaH obtain a license to operate
the program according to definitions and classifications more specifically contained
in Section lOE-16.009 F.A.C.
o Providers Serving the MentalJy III shall comply with Rule IOE-4.016 and shall
obtain a license to operate the specific program or "level of care" as classified in
Section lOE-4.016(4) F.A.C.
o Providers Serving the Dually Diagnosed: Where the primary care provider aims to
serve the dually diagnosed population, the disability that is primary addressed shall
detennine whether a substance abuse or mental health treatment license is the
appropriate choice.
v. PRIMARY CARE CASE l\IANAGEMENT:
A. CASE MANAGEMENT SERVICES IN GENERAL:
· The Mission and Purpose of primary care facilities is to provide housing and supportive
services to special need populations comprised of persons with a history of mental illness or
dehabiIitating mental health conditions, including substance abuse, victims of domestic
violence, HIV infection or AIDS, as weH as homeless families in order to assist such persons
in the transition from homelessness to independent living or to permanent supported housing,
as the case may be.
· The Primary Purpose of Case Management Services is to integrate various internal and
external service components into a coherent constellation of services tailored to meet the
unique needs of individuals. Case Management shall be concerned with service coordination
and problem solving in an attempt to insure appropriate service provision and continuity.
· Partnerships: The primary care facility shall develop partnerships with govenunent, not-for-
profit and community-based agencies or organizations or programs to coordinate and provide
services to its clients.
· Case Managers: The case manager shall be responsible for producing a comprehensive or
revised assessment, as the case may be, of the client's current social, health (including mental
health and substance use/abuse) and education/employment conditions and needs. The case
manager shall playa major role in assisting the resident in the development, or revision, and
implementation of a Continuum of Care Plan which will enable the client to successfully
achieve his or her personal goals and objectives by addressing unmet needs.
· Client Rapport: Development of a rapport between the client and his or her case manager,
establishing trust and familiarity, is deemed integral to establishing an effective case
management service plan and a realistic, client-developed Continuum of Care Plan.
· Scope of Case Management Services: The scope of case management services provided
shall be client directed.
B. CORE CASE MANAGEMENT FUNCTIONS
· Core Functions of primary care facilities case management program should be:
Assessment - a thorough evaluation detailing the client's current and
potential strengths, weaknesses, service needs and appropriate
resources to meet the service needs.
Plannine - the development of a holistic service plan with each
client, containing service goals and appropriate timeliness.
LinkaeelBrokeraee - the process of referring or transferring clients
to all required internal and external services.
Monitorine - the continuous evaluation of the client's progress,
leading to reassessment and development of new service plans,
linkages, or other dispositions as indicated.
Advocacv - interceding on behalf of a client or group of clients to
assure access to needed services and/or resources.
· Areas of Case Management Intervention should include but are not limited to:
o Service Planning.
o Assistance in obtaining food and clothing and transportation.
o Referrals for in- or out- patient mental health services, substance abuse treatment,
and medical services.
o Assistance in obtaining benefits.
o Provision and/or referrals to self-sufficiency related programs and services such as
adult education, vocational training, job counseling, training and penn anent
placement services, child care and legal services and transportation.
o Assistance and referral to obtain appropriate housing placement in the Advanced
Care level of the Continuum of Care, in the Dade County community or in the local
affordable housing market.
C. MULTI-DISCIPLINARY TEAM CONCEPT:
· Recommendation: It is recommended that primary care providers develop a multi-
disciplinary approach towards providing care to the client to ensure an holistic response to
the client's needs. Primary care providers are encouraged to develop multi-disciplinary care
teams, comprised of the client's case manager, a health care worker caring for the client,
and/or government or community providers directly serving the client, that would meet to
review client progress, make recommendations and ensure successful referral to additional
services and resources. Such approach ensures effective, comprehensive service provision as
well as continuity of care as the client is placed with other housing programs within the
Continuum or in the community.
VI. COMPREHENSIVE ASSESSMENT AND INDIVIDUALIZED CONTINUUM OF
CARE PLAN:
A. COMPREHENSIVE ASSESSMENT:
· Comprehensive Assessment Precedes Case Management Services: Case Management
services shall be preceded by a comprehensive assessment of the client's current social,
health (including mental health and substance use/abuse) and education/ employment
conditions. Screening for emotional disorders and dysfunction, including substance abuse,
and for other serious mental health impediments to independence, shall be performed by, or
under the supervision of, qualified mental health or substance abuse professionals. The
comprehensive assessment of the client's social, health and education/employment needs
shall commence within seventy-two (72) hours ofadrnission of the client to the Primary care
facility.
In the event that a client was referred by a temporary care provider or another primary
care provider, the client's comprehensive assessment documentation prepared by the
referral provider shall be reviewed and revised by the current primary care provider.
Such review and revision shall commence within seventy-two (72) hours of
admission of the client to the primary care facility.
· Client Rapport: Development of a rapport between the client and facility staff responsible
for the assessment function, establishing trust and familiarity, is deemed integral to
perfonning a thorough and accurate comprehensi ve assessment or revised assessment, as the
case may be, of the client's needs and to establishing an effective case management service
plan and a realistic, client-developed Continuum of Care Plan.
· Contents of Comprehensive Assessment: The comprehensive assessment shall include
treatment and referral recommendations and will fonn the basis for the client's individualized
Continuum of Care Plan and referral services provided to the client. The comprehensive
assessment shall be comprised of information gathered by the OAP Program, by the Dade
County Homeless Trust, at intake, through client interviews and through medical and referral
information.
B. INDIVIDUALIZED CONTINUUM: OF CARE PLAN:
· Client-Developed Continuum of Care Plan - Timeliness: Clients shall be assisted in
initiating an individualized Continuum of Care Plan within twenty-four (24) hours of the
completion of their comprehensive assessment of their current social, health and
education/employment conditions and needs.
In the event that a client developed a Continuum of Care Plan while in the care of
another provider, the primary care provider shall incorporate tbe client's Continuum
of Care Plan into the primary care provider's service plan for tbe client, subject to
revision by tbe client and his or her primary care case manager.
· Client Contract: The Continuum of Care Plan is an individualized conti-act based upon the
participant's current state, capabilities and personal goals. Tbe Continuum of Care Plan shall
describe the participant's needs for supportive services and outline the steps tbat the
participant must take in order to begin the personal process towards residential and financial
stability and self-sufficiency. The client's signature on the Continuum of Care Plan signifies
his or her commitment to obtaining residential, financial and personal stability and self-
sufficiency.
· Basis oflndividualized Continuum of Care Plan: Tbe individualized Continuum of Care
Plan shall be based on the comprehensive assessment of client's conditions and needs, as well
as case management recommendations, and the client's personal goals and objectives. Goals
and/or services sought by the client should be consistent with those articulated by the client
during initial engagement and assessment by the Trust-coordinated Outreach, Assessment
and Placement Program or while in the care of another provider.
· Potential Needs to be Reflected in Client's Goals and Objectives: The individualized
Continuum of Care Plan should address the following goals and objectives that respond to
the following potential needs: health (physical and mental health, including substance abuse),
education, vocational skills and employability, benefits and/or benefits, housing, child care
and legal services, as well as family/interpersonal issues and spirituality.
· Establish Realistic Goals: Unrealistic goals should be avoided to prevent discouragement
with the rehabilitation process. Conversely, too simplistic goals should be discouraged to
prevent loss ofinterest by the client due to the existence of too few challenges. The choices'
made by the client with the assistance of his or her case manager should be realistic and
within the client's range of skills, abilities and present circumstances.
· \Veekly Monitoring of Client Progress: The participant's progress in meeting goals set
forth in the Continuum of Care Plan should be monitored on a weekly basis through weekly
meetings with the client's case manager.
· Flexibility and Adjustment: Continuum of Care Plans are intended to be individualized,
flexible service plans facilitating steady movement toward independent living at a pace suited
to each participant's circumstances and needs. The Continuum of Care Plan must be adjusted
to reflect progress or identified areas where additional attention is needed either by the
client's own efforts or through the provision of additional services and/or resources.
VII. CLIENT CONFIDENTIALITY AND SHARING OF INFORMATION:
· Client Expectation of Privacy: Primary care facilities shall comply with all federal and state
laws and regulations governing the confidentiality of information regarding AIDSIHN status
and medical, substance abuse or mental health history, referral or treatment. Clients may
expect a reasonable degree of privacy with regard to information not otherwise protected
from disclosure by federal or state laws and regulations that is shared with the primary care
facili ty staff members.
· Personal Mail and Client Confidentially: Client information may be subject to disclosure
as provided by law including investigation by law enforcement, probation officers, and HRS
protective services related to minors or the elderly, subject to any limitations on disclosure
set forth in state or federal law, including those laws protecting the confidentiality of
information regarding AIDSIHIV status and medical, substance abuse or mental health
history, referral or treatment.
· Sharing of Client Information: Sharing of client information with other providers to whom
the client may be referred is necessary to ensure effective provision of services, continuity in
care, and efficient use of Continuum resources. The necessity of sharing information with
other providers shall be explained to the client. Client information shall only be shared upon
the client's written consent.
VIn. OUTPLACEMENT SERVICES:
· Housing Options: The mission and purpose of primary care facilities is to provide housing
and supportive and/or treatment/rehabilitative services necessary to assist the client in the
transition from homelessness to independent living or permanent supported housing, as
applicable. In keeping with this purposed, the primary care facility should make every effort
to assist the client in securing an appropriate housing placement as soon as reasonable and
appropriate for the client.
· Provider Relationships: Primary care facility case managers are expected to develop strong
working relationships with primary and/or advanced care case managers to ensure an
effective planning process and smooth transition between housing programs.
· Effective Planning Process to Ensure Smooth Transition: The planning process should
strive to ensure that minimal disruption occurs during the transition from one provider to
another. The planning process is intended to ensure that services provided to the client at or
through referral by the primary care facility are maintained and that the provision of
additional services are arranged for the client prior to transfer, consistent with the client's
individualized Continuum of Care Plan.
· Outplacement Packet: The necessity to cooperate with both the Primary Care Provider and
the provider with whom the client has been placed in order to ensure effective service
provision and continuity of care shall be explained to the client. Upon the written consent of
the client, an outplacement packet shall be prepared for the provider with whom the client
has been placed. The outplacement packet shall contain the client's comprehensive
assessment, Continuum of Care Plan and referral history and notes for the purpose of
ensuring continuity in service provision and in the client's commitment to his or her goals
and objectives.
· Follow-Up Case Management Services: The primary care provider responsible for referral
and placement of a client with an advanced care provider or in permanent housing available
to the client in the Dade County community shall provide follow-up case management
services to the client for at least ninety days fOllOWing the date of outplacement.
THE SALVATION ARMY POLICY STATEMENT
ON RELATIONSHIPS WITH OTHER GROUPS AND ORGANIZATIONS
The Salvation Army in the United States works cooperatively with many groups -
governmental, social service, civic, religious, business, humanitarian, educational,
health, character building, and other groups - in the pursuit of its mission to preach the
Christian Gospel and meet human need.
Any agency, governmental or private, which enters into a contractual or cooperative
relationship with The Salvation Army should be advised that:
1. The Salvation Army is an international religious and charitable movement,
organized and operated on a quasi-military pattern, and is a branch ofthe
Christian church.
2. All programs of The Salvation Army are administered by Salvation Army
Officers, who are ministers of the Gospel.
3. The motivation of the organization is love of God and a practical concern
for the needs of humanity.
4. The Salvation Army's provision of food, shelter, health services, counseling,
and other physical, social, emotional, psychological and spiritual aid, is
given on the basis of need, available resources and established program
policies.
Organizations contracting and/or cooperating with The Salvation Army may be assured
that because The Salvation Army is rooted in Christian compassion and is governed by
Judeo-Christian ethics, The Salvation Army will strictly observe all provisions of its
contracts and agreements.
Commissioners Conference:
May-96
ACORD CERTIFICATE OF LIABILITY INSURANCE
TM
PRODUCER
(330) 896-9777
DATE ("'MIDDIYY)
10/01/03
CHESTERFIELD INSURANCE AGENCY,INC.
P. O. BOX 237
GREEN, OH 44232-0237
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
AL TERTHE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
THE SALVATION ARMY, A GEORGIA CORP.
1424 NORTHEAST EXPRESSWAY
ATLANTA, GA 30329-2088
INSURER A:
INSURER B:
INSURER C:
INSURER D:
INSURER E:
INSURED
I
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
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 SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
~f: TYPE OF INSURANCE POLICY NUMBER DA T1i 'tMMIDOIYYI DATE /MMlDDIYii' LIMITS
GENERAL UABlUTY EACH OCCURRENCE 5 500,000
C ")( COMMERCIAL GENERAL LIABILITY SELF INSURED 10/01/03 10/01/04 FIRE DAMAGE (Anyone fire) 5 500,000
. I CLAIMS MADE 0 OCCUR RETENTION MED EXP (Anyone person) 5 .5,000
PERSONAL & MJV INJURY 5 500,000
-
GENERAL AGGREGATE 5 500,000
-
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOP AGG 5 500,000
I n PRO- nLOC
POLICY JECT
AUTOMOBILE UABlUTY COMBINED SINGLE LIMIT 100,000
A X ANY AUTO BAP 9300525-02 10/01/03 10/01/04 lea aCCident) 5
-
ALL OWNED AUTOS BOOIL Y INJURY
- 5
SCHEDULED AUTOS (Per person)
X HIRED AUTOS BODILY INJURY
'X 5
NON-OWNED AUTOS (Per aeddent)
'--
PROPERTY DAMAGE 5
(Per aeddent)
GARAGE UABIUTY AUTO ONLY - EA ACCIDENT 5
R ANY AUTO OTHER THAN EA ACC 5
AUTO ONLY: AGG 5
EXCESS UABIUTY EACH OCCURRENCE 5 2,000,000
B o OCCUR 0 CLAIMS MADE TRUST #1957850 1 % 1/03 10/01/04 AGGREGATE 5 2,000,000
5
~ DEDUCTIBLE 5
RETENTION 5500,000 5
A WORKERS COMPENSAnON AND WC 9300799-02 10/01/03 10/01/04 X I TORY LIMITS I ~
EMPLOYERS' UABlUTY
E.L. EACH ACCIDENT 5 1,000,000
E.L. DISEASE - EA EMPLOYEE 5 1,000,000
E.L. DISEASE. POLICY LIMIT 5 1,000,000
OTHER
C AUTO LIABILITY EXCESS SELF INSURED 10/01/03 10/01/04 $400,000 XS OF $100,000
RETENTION
DESCRIPnON OF OPERATlONSlLOCATIONSlVEtRCLES/EXCLUSlONS ADDED BY ENDORSEMENTISPEClAL PROVISIONS
The Salvation Army Miami, FL
CERTIFICATE HOLDER I I ADDmONAL INSURED; INSURER LETTER: CANCELLATION
SHOULO ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
City of Miami Beach DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN
-
Attn: Risk Manager NonCE TO THE CERnFlCATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO so SHALL
1700 Convention Center IMPOSE NO OBLIGATION OR UABlUTY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
Miami Beach, FL 33139 REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE .~ . ..:: . .
c... . $t,~
. -. - ,: -'. '. ,. . -.- :.' ',. .' .:.~ '", .
.. -',' . ",_,0 . _..
~'.- .,. _. .. h' _ _,.._.,..
m" - , ., " ,,-,,,.__,_., ...' '.
I ., ., -", - :. , ' - ,.' ", ", -.', . " - - , ',' - ,,~
" . -, - '- --' .," -' -.,.." - --" .
(7197) G 19S5-