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. Senior Manager – JWL 1.00 Supervisor Social Work – DMS 1.00 Supervisor Business Services – CCA 1.00 Data Analyst – TTH 1.00 Administrative Assistant – RC 1.00 Administrative Assistant – AK 1.00 Social Worker – MSW (AT) 1.00 Social Worker – MSW (KF) 1.00 Social Worker – MSW (RS) 1.00 Social Worker – MSW (PL) 1.00 Social Worker – MSW (PN) 1.00 Social Worker – MSW (JC) 1.00 Social Worker – BSW (Open) 1.00 Social Worker – BSW (GV) 1.00 Social Worker – BSW (THN) 1.00 Social Worker – MSW PD (SP) 0.50 Social Worker – MSW PD (HN) 0.50 Social Worker – BSW PD (DB) 0.20 Social Worker – BSW PD (DI) 0.20 TOTAL: 16.40 *1.00 FTE = Full-Time Equivalent ** Providence Human Resources, job classification names. “PD” = per diem, no guaranteed schedule, (as needed staffing). 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: ST. JUDE HOSPITAL, INC. DBA ST. JUDE MEDICAL CENTER FISCAL YEAR: 2023-2024 PROGRAM NAME(S): Family Caregiver Support Program PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Information Services 75 Public Information # of Activities Non-Registered Public Information on Caregiving (1 Activity): A Family Caregiver Support Program (FSCP) Information Service designed to provide information about available FCSP and other caregiving support resources and services by disseminating publications, conducting media campaigns, and maintaining electronic information systems (e.g., quarterly newsletter). 205,000 Public Information Estimate Audience 38 Community Education # of Activities Non-Registered Community Education on Caregiving (1 Activity): A Family Caregiver Support Program (FCSP) designed to educate groups of current or potential caregivers and those who may provide them with assistance about available FCSP and other caregiver support resources and services (e.g., booth at health fair). 21,000 Community Education Estimated Audience 115 Information Services Total # of Activities 226,000 Information Services Total Estimated Audience 226,000 Total # of Caregivers Served 226,000 Information Services Total Estimated Audience PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Access Assistance 6,500 Caregiver Outreach # of Contacts Non-Registered Caregiver Outreach (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service involving interventions (one-on-one contacts with individuals) initiated by an agency or provider for the purpose of identifying caregivers and encouraging their use of existing caregiver support services (e.g., Caregiver InfoVan staff contacts outside of local market). 8,000 Caregiver Information and Assistance # of Contacts Non-Registered Caregiver Information and Assistance (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service that: (A) provides caregivers with information on services available within the communities, including caregiving information related to assistive technology and caring for older individuals at risk for institutional placement; (B) links caregivers to the services and opportunities that are available within the communities; (C) to the maximum extent practicable, establishes adequate follow-up procedures (caregiver may remain anonymous and refuse follow- up contact). 4,000 Caregiver Interpretation/Translation # of Contacts Non-Registered Caregiver Interpretation/Translation (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service for the provision of bilingual communication assistance to a caregiver in order to access assistance and receive support for his or her caregiving responsibilities (e.g., staff interpreting dialogue between caregiver and care consultant staff translating an elder’s prescription drug label for his caregiver). 10 Caregiver Legal Resources # of Contacts Non-Registered Caregiver Legal Resources (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service involving one-to-one guidance provided by an attorney (or person under the supervision of an attorney) in the use of legal resources and services when assisting a caregiver with caregiving-related legal issues. 18,510 Total # of Caregivers Served 18,510 Access Assistance Total Contacts PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Support Services 1,100 Caregiver Assessment # of Hours Registered Caregiver Assessment (1 Hour): A Family Caregiver Support Program (FSCP) Support Service conducted by persons trained and experienced in the skills required to deliver the service that should result in a plan that includes emergency back-up provisions and is periodically updated; and will explore options and courses of action for caregivers by identifying their: (A) willingness to provide care; (B) duration and care frequency preferences; (C) caregiving abilities; (D) physical health, psychological, social support, and training needs; (E) financial resources relative for caregiving; and (F) strengths and weaknesses within the immediate caregiving environment and (caregiver’s) extended informal support system. 1,000 Caregiver Counseling # of Hours Registered Caregiver Counseling (1 Hour): A Family Caregiver Support Program (FSCP) Support Service provided to a caregiver by a person appropriately trained and experienced in the skills required to deliver the level of support needed for stress, depression, and loss as a result of caregiving responsibilities. This service (A) may involve his or her informal support system; (B) may be individual direct sessions and/or telephone consultations, and (C) may address caregiving-related financial and long-term care placement responsibilities.

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. Senior . I. Health Insurance Counseling and Advocacy Program (HICAP) – July April 1, 20232 to March 31, 2023 2024 Program Manager Director – JWL LC 1.00 Supervisor Social Work Operations and Volunteer Coordinator – DMS RL 1.00 Supervisor Business Services Latino Community Education/Outreach Coordinator – CCA 1.00 Data Analyst BN Staff Counselor – TTH 1.00 Administrative DJ 0.2025 Community Outreach Specialist – LM Staff Counselor – TBD 0.3050 Community Education/Outreach Specialist – CB Program Administrator 0.7950 Vietnamese Staff Counselor – MTOutreach Coordinator – TBD 0.8406 Vietnamese Staff Counselor – TPOutreach Coordinator – LBN 0.0315 Program Admin Specialist Outreach Coordinator – LM 0.5015 Staff Counselor (Latino) – CW 0.0730 CEO/President 0.06 COO 0.0607 Director of Accounting 0.0810 Staff Accountant 0.0812 Accounting Assistant – RC 1.00 Administrative Assistant – AK 1.00 Social Worker – MSW 0.0710 HR Director 0.05 Receptionist 0.0710 Marketing Manager (AT10% Admin) 1.00 Social Worker – MSW (KF) 1.00 Social Worker – MSW (RS) 1.00 Social Worker – MSW (PL) 1.00 Social Worker – MSW (PN) 1.00 Social Worker – MSW (JC) 1.00 Social Worker – BSW (Open) 1.00 Social Worker – BSW (GV) 1.00 Social Worker – BSW (THN) 1.00 Social Worker – MSW PD (SP) 0.50 Social Worker – MSW PD (HN) 0.50 Social Worker – BSW PD (DB) 0.20 Social Worker – BSW PD (DI) 0.20 0.0507 TOTAL: 16.40 4.705.20 *1.00 FTE = Full-Time Equivalent ** Providence Human Resources, job classification names. “PD” = per diem, no guaranteed schedule, (as needed staffing). 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: ST. JUDE HOSPITAL, INC. DBA ST. JUDE MEDICAL CENTER FISCAL YEAR: 202320222023-2024 PROGRAM NAME(S): Family Caregiver Support Program 2324 CO NTRACT #: 20-27-0044 DATE: July April 1, 20222023 PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Information Services 75 Public Information HICAP 7,044 # of Activities Non-Registered Public Information on Caregiving Participants Counseled (1 Activity): Closed Intakes) N/A Family Caregiver Support Program Participants Counseled: Number of finalized intakes for all participants/beneficiaries that received counseling services (FSCP) Information Service designed to provide information about available FCSP and other caregiving support resources and services by disseminating publications, conducting media campaignsaka contacts). Intakes must have at least one Medicare topic selected, and maintaining electronic information systems (e.g., quarterly newsletter)dates entered on form are limited to one calendar month through finalization and review. 205,000 Public Information Estimate Audience 38 Community Education 327 # of Activities NonPublic and Media Events N/A Public and Media Events: Number of completed ▇▇▇ forms for all events categorized as “Interactive.” Interactive events include, but are not limited to electronic/digital and/or tele-Registered Community Education on Caregiving (1 Activity): A Family Caregiver Support Program (FCSP) designed conferences, when attendance is monitored to educate groups of current or potential caregivers and those who may provide them with assistance about available FCSP and other caregiver support resources and services (e.g.justify true encounters. ▇▇▇ forms must have at least one Medicare topic selected for Primary Focus, booth at health fair). 21,000 Community Education Estimated Audience 115 Information Services Total # of Activities 226,000 Information Services Total Estimated Audience 226,000 Total # of Caregivers Served 226,000 Information Services Total Estimated Audience PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Access Assistance 6,500 Caregiver Outreach # of Contacts Non-Registered Caregiver Outreach (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service involving interventions (one-on-one contacts with individuals) initiated by an agency or provider for the purpose of identifying caregivers and encouraging their use of existing caregiver support services (e.g., Caregiver InfoVan staff contacts outside of local market). 8,000 Caregiver Information and Assistance # of Contacts Non-Registered Caregiver Information and Assistance (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service that: (A) provides caregivers with information on services available within the communities, including caregiving information related to assistive technology and caring for older individuals at risk for institutional placement; (B) links caregivers to the services and opportunities that are available within the communities; (C) to the maximum extent practicable, establishes adequate follow-up procedures (caregiver may remain anonymous and refuse follow- up contact). 4,000 Caregiver Interpretation/Translation # of Contacts Non-Registered Caregiver Interpretation/Translation (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service for the provision of bilingual communication assistance to a caregiver in order to access assistance and receive support for his or her caregiving responsibilities (e.g., staff interpreting dialogue between caregiver and care consultant staff translating an elder’s prescription drug label for his caregiver). 10 Caregiver Legal Resources # of Contacts Non-Registered Caregiver Legal Resources (1 Contact): A Family Caregiver Support Program (FSCP) Access Assistance service involving one-to-one guidance provided by an attorney (or person under the supervision of an attorney) in the use of legal resources and services when assisting a caregiver with caregiving-related legal issues. 18,510 Total # of Caregivers Served 18,510 Access Assistance Total Contacts PROGRAM SERVICE NUMBER OF ANNUAL SERVICE UNITS UNDUPLICATED PERSONS SERVED SERVICE CATEGORY DESCRIPTION OF SERVICE UNITS Support Services 1,100 Caregiver Assessment # of Hours Registered Caregiver Assessment (1 Hour): A Family Caregiver Support Program (FSCP) Support Service conducted by persons trained and experienced in the skills required to deliver the service that should result in a plan that includes emergency back-up provisions and is periodically updated; and will explore options and courses of action for caregivers by identifying their: (A) willingness to provide care; (B) duration and care frequency preferences; (C) caregiving abilities; (D) physical health, psychological, social supportTarget Beneficiary Group, and training needs; (E) financial resources relative for caregiving; and (F) strengths and weaknesses within the immediate caregiving environment and (caregiver’s) extended informal support system. 1,000 Caregiver Counseling # of Hours Registered Caregiver Counseling (1 Hour): A Family Caregiver Support Program (FSCP) Support Service provided to a caregiver by a person appropriately trained and experienced in the skills required to deliver the level of support needed for stress, depression, and loss as a result of caregiving responsibilities. This service (A) may involve his or her informal support system; (B) may be individual direct sessions and/or telephone consultations, and (C) may address caregiving-related financial and long-term care placement responsibilitiesIntended Audience.