Common use of Allocation Transfers Clause in Contracts

Allocation Transfers. A. Subrecipient shall submit a request to OoA to transfer federal or State funds between Title IIIB, C1, and C2 programs in accordance with federal and State regulations. B. Transfer of federal baseline funds is allowable between Titles IIIB and IIIC in accordance with OAA § 308(b)(5)(A) and between Titles IIIC1, and IIIC2 in accordance with OAA § 308(b)(4)(A), C. Transfer of State funds is allowable between Title IIIC1 General Fund and Title III C2 General Fund. D. Allocation transfers are due to OoA as determined by County/State. Program Director 0.35 Program Assistant 0.42 Chief Executive Officer 0.01 Chief Operating Officer 0.01 Accounting Manager 0.01 Staff Accountant 0.02 Accounting Assistant 0.03 Human Resources Manager 0.02 Marketing Manager 0.01 Receptionist 0.03 TOTAL: 0.91 Program Director 1.00 Regional Coordinator 0.75 Ombudsman Intake Coordinator 0.91 Resident Advocate 1.00 Resident Advocate 0.40 Field Services Manager 0.56 Resident Advocate 0.50 Regional Coordinator 1.00 Data Entry Coordinator 1.00 Field Services Manager 0.54 Volunteer Recruitment & Retention Manager 1.00 Volunteer Resident Advocates 0.11 Chief Executive Officer 0.09 Chief Operating Officer 0.09 Accounting Manager 0.15 Staff Accountant 0.15 Accounting Assistant 0.15 Human Resources Manager 0.13 Marketing Manager 0.13 Receptionist 0.04 TOTAL: 9.70 Resident Advocate 0.60 Resident Advocate 0.50 Resident Advocate 0.38 Resident Advocate 0.50 Chief Executive Officer 0.02 Chief Operating Officer 0.02 Accounting Manager 0.02 Staff Accountant 0.01 Accounting Assistant 0.01 Human Resources Manager 0.01 Marketing Manager 0.01 Receptionist 0.09 TOTAL: 2.17 Resident Advocate 0.50 Resident Advocate 0.60 Resident Advocate 0.38 Resident Advocate 0.50 Resident Advocate 0.50 Resident Advocate 0.75 Resident Advocate 0.50 Ombudsman Intake Coordinator Backup 0.10 Chief Executive Officer 0.03 Chief Operating Officer 0.03 Accounting Manager 0.03 Staff Accountant 0.03 Accounting Assistant 0.04 Human Resources Manager 0.03 Marketing Manager 0.03 Receptionist 0.14 TOTAL: 4.19 *1.00 FTE = Full-Time Equivalent The substitution or addition of other key individuals in any given category or classification shall be allowed only with prior written pre-approval of the County Project Manager. The County may reserve the right to involve other personnel, as their services are required. The specific individuals will be assigned based on the need and time of the service/class required. Assignment of additional key personnel shall be subject to County approval pursuant to Paragraph 13 of the Contract. AGENCY NAME: Council on Aging Southern California FISCAL YEAR: 2024-2025 PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Elder Abuse Prevention 34 # of Public Education Sessions Non-Registered Public Education Sessions (1 Session): Planned presentations or participation in coordinated community-based fairs or events to inform and educate elders or the general public about the identification, prevention, and treatment of elder abuse, neglect, and exploitation. This can include outreach to promote financial literacy and prevent identity theft and financial exploitation of older individuals. One presentation or participation in one event, including extended events (lasting one or more days) is counted as one session. 21 # of Training Sessions for Professionals Training Sessions for Professionals (1 Session): Planned training presentations to professionals (service providers, nurses, social workers, and other professionals serving elders and victims of elder abuse) on the identification, prevention, and treatment of elder abuse, neglect, and exploitation. Among other topics, training topics may include elder self-determination, individual rights, and State and federal requirements concerning confidentiality. One presentation is counted as one session. 6 # of Training Sessions for Title III E Caregivers Training Sessions for Caregivers Served by Title III-E (1 Session): These Units of Service only apply to training sessions delivered to unpaid adult family or other identified caregivers who are informal providers of in- home or community-based care to an older individual or to an individual with Alzheimer’s disease or a related disorder, with neurological and organic brain dysfunction and who receive benefits under Title III E, the National Family Caregiver Support Program of the Older Americans Act. The goal of the training is to improve caregiver understanding of the identification, prevention, and treatment of elder abuse, neglect, and exploitation, with an emphasis on prevention and the enhancement of the elder individual’s self-determination and autonomy. One presentation is counted as one session. PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Elder Abuse Prevention 300 # of Hours Spent Developing System to Respond to EA Non-Registered Hours Spent Developing a Coordinated System to Respond to Elder Abuse (1 Hour): Systemic Coordination activities include EAP staff time spent working with law enforcement agencies, adult protective services agencies, long-term care ombudsman programs, district attorneys, courts, the AAA, and others to create a coordinated response to elder abuse, neglect, and exploitation either Statewide or within the Planning and Service Area. 8,000 # of Copies of Educational Materials Distributed Educational Materials Distributed (1 Product): A count of the units (individual items or sets) of printed materials or other educational media that the EAP provider distributed during the reporting period. The educational materials must contain information about the identification, prevention, and treatment of elder abuse, neglect, and exploitation. Include educational material units the EAP provider distributed to the general public or to targeted groups, either in person or by delivering materials to display at appropriate public information exchange locations. 4,500 # of Individuals Reached Through Activities Individuals Reached Through Activities (1 Individual): A count of individuals who were reached by any of the activities funded with EAP resources and documented in the EAP Units of Service categories during the reporting period. Includes the number of individuals served directly by EAP providers/staff or indirectly through access to targeted, EAP- funded education or training activities or resources. AGENCY NAME: Council on Aging Southern California FISCAL YEAR: 2024-2025 PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Long-Term Care Ombudsman 70% % of Complaints Resolved N/A Performance Targets and Service Units Baseline Resolution Rate (% of Complaints Resolved): Number of complaints resolved plus Number of partially resolved complaints divided by the Total Number of Complaints Received equals Complaint Resolution Rate percentage. 850 # of Resident Councils Attended Work with Resident Councils (# of Resident Councils Attended): Number of Resident Council meetings attended. LTCO Programs help develop and/or support existing resident councils, by educating both residents and facility administration on the benefit of having one, and/or offering assistance with organization and procedures. It is important for the LTCO Program to treat the resident council as the “go to” place in the facility for addressing community concerns and establishing community connections. 15 # of Family Councils Attended Work with Family Councils (# of Family Councils Attended): Number of Family Council meetings attended. Family councils are regular meetings run by family and friends of residents with the support of facility staff. The LTCO Program role is to provide support and encouragement, as well as educational information to family members/friends of residents. LTCO Program may also offer assistance in developing good organizational and leadership skills to the family council members. 2,000 # of Information and Assistance to Facility Staff Information and Assistance to Facility Staff (# of Interactions): Count of instances of Ombudsman representatives’ interactions with facility staff for the purpose of providing general information and assistance unrelated to a complaint. Information and Assistance may be accomplished by telephone, letter, email, fax, or in person. PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Long-Term Care Ombudsman 5,000 # of Information and Assistance to Individuals N/A Information and Assistance to Individuals (# of Interactions): Count of instances of Ombudsman representatives’ interactions with residents, family members, friends, and others in the community for the purpose of providing general information and assistance unrelated to a complaint. Information and Assistance may be accomplished by: telephone, letter, email, fax, or in person. 17 # of Community Education Sessions Community Education Sessions (# of Sessions): LTCO Program participation in public events planned to provide information or instruction to community members about the LTCO Program or Long-Term-Care issues. The number of sessions refers to the number of events, not the number of participants. 70 # of Facilities Covered for SNFs (other than in response to a complaint) Nursing Facility Coverage (other than in response to a complaint) (# of Facilities Covered): Number of nursing facilities within the PSA that were visited by an Ombudsman representative at least once each quarter not in response to a complaint. NOTE: This is not a count of visits but a count of facilities. In determining the number of facilities visited for this measure, no nursing facility can be counted more than once. 850 # of Facilities Covered for RCFEs (other than in response to a complaint) Residential Care Facility for the Elderly (RCFE) Facility Coverage (other than in response to a complaint) (# of Facilities Covered): Number of RCFEs within the PSA that were visited by an Ombudsman representative at least once each quarter during the fiscal year not in response to a complaint. NOTE: This is not a count of visits but a count of facilities. In determining the number of facilities visited for this measure, no RCFE can be counted more than once. 1. Federal Award Identification

Allocation Transfers. A. a) Subrecipient shall submit a request to OoA to transfer federal or State funds between Title IIIB, C1, and C2 programs in accordance with federal and State regulations. B. b) Transfer of federal baseline funds is allowable between Titles IIIB and IIIC in accordance with OAA § 308(b)(5)(A) and between Titles IIIC1, and IIIC2 in accordance with OAA § 308(b)(4)(A), C. c) Transfer of State funds is allowable between Title IIIC1 General Fund and Title III C2 General Fund. D. d) Allocation transfers are due to OoA as determined by County/State. Council on Aging Southern California July 1, 2022 2023 – June 30, 20232024 Program Director 0.35 – KM 0.37 Program Coordinator – KR 0.19 Program Assistant 0.42 Chief Executive Officer 0.01 Chief Operating Officer – VM 0.20 CEO 0.00 COO 0.00 Controller 0.01 Accounting Manager 0.01 Accounting Assistant 0.01 Human Resources Director 0.01 Receptionist 0.01 Marketing Manager 0.01 TOTAL: 0.82 II. Ombudsman III-B Program Director – LA 0.75 Regional Coordinator – NR 0.60 Field Service Manager – RW 0.38 Field Service Manager – BN 0.45 Data Entry Assistant – ER 0.75 Volunteer Recruitment – AZ 0.75 Volunteer Support Manager – CG 0.80 Staff Accountant Field Ombudsman (17 Staff) 4.37 CEO 0.12 COO 0.12 Controller 0.12 Accounting Manager 0.15 Accounting Assistant 0.15 Human Resources Director 0.15 Receptionist 0.10 Marketing Manager 0.12 TOTAL: 9.88 III. Ombudsman VII-A Program Director - LA 0.00 Regional Coordinator – NR 0.00 Field Service Manager – RW 0.00 Field Service Manager – BN 0.00 Data Entry Assistant – ER 0.00 Volunteer Recruitment – AZ 0.00 Volunteer Support Manager – CG 0.00 Field Ombudsman – JP 0.24 Field Ombudsman – KR 0.50 Field Ombudsman – SJ 0.50 Field Ombudsman – AH 0.60 CEO 0.01 COO 0.01 Controller 0.02 Accounting Manager 0.02 Accounting Assistant 0.03 Human Resources Manager Director 0.02 Marketing Manager 0.01 Receptionist 0.03 TOTAL: 0.91 Program Director 1.00 Regional Coordinator 0.75 Ombudsman Intake Coordinator 0.91 Resident Advocate 1.00 Resident Advocate 0.40 Field Services Manager 0.56 Resident Advocate 0.50 Regional Coordinator 1.00 Data Entry Coordinator 1.00 Field Services Manager 0.54 Volunteer Recruitment & Retention Manager 1.00 Volunteer Resident Advocates 0.11 Chief Executive Officer 0.09 Chief Operating Officer 0.09 Accounting Manager 0.15 Staff Accountant 0.15 Accounting Assistant 0.15 Human Resources Manager 0.13 Marketing Manager 0.13 Receptionist 0.04 TOTAL: 9.70 Resident Advocate 0.60 Resident Advocate 0.50 Resident Advocate 0.38 Resident Advocate 0.50 Chief Executive Officer 0.02 Chief Operating Officer 0.02 Accounting Manager 0.02 Staff Accountant 0.01 Accounting Assistant 0.01 Human Resources Manager 0.01 Marketing Manager 0.01 Receptionist 0.09 TOTAL: 2.17 Resident Advocate 0.50 Resident Advocate 0.60 Resident Advocate 0.38 Resident Advocate 0.50 Resident Advocate 0.50 Resident Advocate 0.75 Resident Advocate 0.50 Ombudsman Intake Coordinator Backup 0.10 Chief Executive Officer 0.03 Chief Operating Officer 0.03 Accounting Manager 0.03 Staff Accountant 0.03 Accounting Assistant 0.04 Human Resources Manager 0.03 Marketing Manager 0.03 Receptionist 0.14 0.05 TOTAL: 4.19 *1.00 FTE = Full-Time Equivalent The substitution or addition of other key individuals in any given category or classification shall be allowed only with prior written pre-approval of the County Project Manager. The County may reserve the right to involve other personnel, as their services are required. The specific individuals will be assigned based on the need and time of the service/class required. Assignment of additional key personnel shall be subject to County approval pursuant to Paragraph 13 of the Contract. AGENCY NAME: Council on Aging Southern California FISCAL YEAR: 2024-2025 PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Elder Abuse Prevention 34 # of Public Education Sessions Non-Registered Public Education Sessions (1 Session): Planned presentations or participation in coordinated community-based fairs or events to inform and educate elders or the general public about the identification, prevention, and treatment of elder abuse, neglect, and exploitation. This can include outreach to promote financial literacy and prevent identity theft and financial exploitation of older individuals. One presentation or participation in one event, including extended events (lasting one or more days) is counted as one session. 21 # of Training Sessions for Professionals Training Sessions for Professionals (1 Session): Planned training presentations to professionals (service providers, nurses, social workers, and other professionals serving elders and victims of elder abuse) on the identification, prevention, and treatment of elder abuse, neglect, and exploitation. Among other topics, training topics may include elder self-determination, individual rights, and State and federal requirements concerning confidentiality. One presentation is counted as one session. 6 # of Training Sessions for Title III E Caregivers Training Sessions for Caregivers Served by Title III-E (1 Session): These Units of Service only apply to training sessions delivered to unpaid adult family or other identified caregivers who are informal providers of in- home or community-based care to an older individual or to an individual with Alzheimer’s disease or a related disorder, with neurological and organic brain dysfunction and who receive benefits under Title III E, the National Family Caregiver Support Program of the Older Americans Act. The goal of the training is to improve caregiver understanding of the identification, prevention, and treatment of elder abuse, neglect, and exploitation, with an emphasis on prevention and the enhancement of the elder individual’s self-determination and autonomy. One presentation is counted as one session. PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Elder Abuse Prevention 300 # of Hours Spent Developing System to Respond to EA Non-Registered Hours Spent Developing a Coordinated System to Respond to Elder Abuse (1 Hour): Systemic Coordination activities include EAP staff time spent working with law enforcement agencies, adult protective services agencies, long-term care ombudsman programs, district attorneys, courts, the AAA, and others to create a coordinated response to elder abuse, neglect, and exploitation either Statewide or within the Planning and Service Area. 8,000 # of Copies of Educational Materials Distributed Educational Materials Distributed (1 Product): A count of the units (individual items or sets) of printed materials or other educational media that the EAP provider distributed during the reporting period. The educational materials must contain information about the identification, prevention, and treatment of elder abuse, neglect, and exploitation. Include educational material units the EAP provider distributed to the general public or to targeted groups, either in person or by delivering materials to display at appropriate public information exchange locations. 4,500 # of Individuals Reached Through Activities Individuals Reached Through Activities (1 Individual): A count of individuals who were reached by any of the activities funded with EAP resources and documented in the EAP Units of Service categories during the reporting period. Includes the number of individuals served directly by EAP providers/staff or indirectly through access to targeted, EAP- funded education or training activities or resources. AGENCY NAME: Council on Aging Southern California FISCAL YEAR: 2024-2025 PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Long-Term Care Ombudsman 70% % of Complaints Resolved N/A Performance Targets and Service Units Baseline Resolution Rate (% of Complaints Resolved): Number of complaints resolved plus Number of partially resolved complaints divided by the Total Number of Complaints Received equals Complaint Resolution Rate percentage. 850 # of Resident Councils Attended Work with Resident Councils (# of Resident Councils Attended): Number of Resident Council meetings attended. LTCO Programs help develop and/or support existing resident councils, by educating both residents and facility administration on the benefit of having one, and/or offering assistance with organization and procedures. It is important for the LTCO Program to treat the resident council as the “go to” place in the facility for addressing community concerns and establishing community connections. 15 # of Family Councils Attended Work with Family Councils (# of Family Councils Attended): Number of Family Council meetings attended. Family councils are regular meetings run by family and friends of residents with the support of facility staff. The LTCO Program role is to provide support and encouragement, as well as educational information to family members/friends of residents. LTCO Program may also offer assistance in developing good organizational and leadership skills to the family council members. 2,000 # of Information and Assistance to Facility Staff Information and Assistance to Facility Staff (# of Interactions): Count of instances of Ombudsman representatives’ interactions with facility staff for the purpose of providing general information and assistance unrelated to a complaint. Information and Assistance may be accomplished by telephone, letter, email, fax, or in person. PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Long-Term Care Ombudsman 5,000 # of Information and Assistance to Individuals N/A Information and Assistance to Individuals (# of Interactions): Count of instances of Ombudsman representatives’ interactions with residents, family members, friends, and others in the community for the purpose of providing general information and assistance unrelated to a complaint. Information and Assistance may be accomplished by: telephone, letter, email, fax, or in person. 17 # of Community Education Sessions Community Education Sessions (# of Sessions): LTCO Program participation in public events planned to provide information or instruction to community members about the LTCO Program or Long-Term-Care issues. The number of sessions refers to the number of events, not the number of participants. 70 # of Facilities Covered for SNFs (other than in response to a complaint) Nursing Facility Coverage (other than in response to a complaint) (# of Facilities Covered): Number of nursing facilities within the PSA that were visited by an Ombudsman representative at least once each quarter not in response to a complaint. NOTE: This is not a count of visits but a count of facilities. In determining the number of facilities visited for this measure, no nursing facility can be counted more than once. 850 # of Facilities Covered for RCFEs (other than in response to a complaint) Residential Care Facility for the Elderly (RCFE) Facility Coverage (other than in response to a complaint) (# of Facilities Covered): Number of RCFEs within the PSA that were visited by an Ombudsman representative at least once each quarter during the fiscal year not in response to a complaint. NOTE: This is not a count of visits but a count of facilities. In determining the number of facilities visited for this measure, no RCFE can be counted more than once. 1. Federal Award Identification2.03