Managing Entities
FY24-25 Templates

Managing Entities FY24-25 Templates

Managing Entities FY24-25 Templates

Overview

Unless otherwise indicated, these documents are effective July 1, 2023.

Comments questions or suggestions should be directed to: HQW.SAMH.ManagingEntitiesInquiries@myflfamilies.com.

ME Standard Contract
Standard Contract Part 1
Exhibits
Exhibit A - Special Provisions - Revised 11/1/2023
Exhibit A1 - Program and Service Specific Terms
Exhibit A2 - SAMH Programmatic State and Federal Laws, Rules, and Regulations
Exhibit B - Scope of Work
Exhibit B1 - Federal Block Grant Requirements
Exhibit C - Task List - Revised 11/1/2023
   Exhibit C1 - Additional Region-Specific Tasks *
   Exhibit C2 - Region-Specific Appropriations *
Exhibit C3 - ME Required Reports, Plans, and Functional Tasks - Revised 11/01/2023
Exhibit D – Deliverables
Exhibit E - Minimum Performance Measures
Exhibit F - Method of Payment - Revised 11/1/2023
   Exhibit F1 - ME Schedule of Funds *
Exhibit F2 – Sample Schedule of Payments

** Exhibits C1, C2, and F1 are unique documents for each Managing Entity and will be distributed separately.

Guidance Documents
Guidance 1 – Evidence Based Guidelines - Revised 12/10/2024
Guidance 2 – Tangible Property Requirements
Guidance 3 – Managing Entity Expiration, Termination and Transition Planning Requirements
Guidance 4 – Care Coordination - Revised 12/10/2024
Guidance 5 – Residential Mental Health Treatment for Children and Adolescents
Guidance 6 – Outpatient Forensic Mental Health Services
Guidance 7 – State Mental Health Treatment Facility Admission and Discharge Processes
Guidance 8 – Assisted Living Facilities with Limited Mental Health (ALF-LMH) Licensure
Guidance 9 – Supplemental Security Income/Social Security Disability Insurance (SSI/SSDI) Outreach Access, and Recovery (SOAR)
Guidance 10 – Prevention Services - Revised 12/10/2024
Guidance 11 – Juvenile Incompetent to Proceed (JITP)
Guidance 12 – Behavioral Health Network (BNet) Guidelines and Requirements 
Guidance 13 – Indigent Drug Program (IDP) - Revised 12/9/2024
Guidance 14 – Prevention Partnership Grants (PPG) - Revised 12/9/2024
Guidance 15 – Projects for Assistance in Transition from Homelessness (PATH)
Guidance 16 – Florida Assertive Community Treatment (FACT) Handbook - Revised 12/11/2024
Guidance 17 – Temporary Assistance for Needy Families (TANF) Funding Guidance
Guidance 18 – Family Intensive Treatment (FIT) Model Guidelines and Requirements - Revised 12/11/2024
Guidance 19 – Integration with Child Welfare
Guidance 20 – Local, Regional, and State Review Teams
Guidance 21 – Housing Coordination
Guidance 22 – Federal Grant Financial Management Requirements
Guidance 23 – Crisis Counseling Program
Guidance 24 – Performance Outcomes Measurement Manual
Guidance 25 – National Voter Registration Act Guidance
Guidance 26 – Women’s Special Funding, Substance Abuse Services for Pregnant Women and Mothers
Guidance 27 – Central Receiving Systems (CRS)
Guidance 28 – Forensic Multidisciplinary Team
Guidance 29 – Transitional Voucher - Revised 12/11/2024
   Guidance 30 – Deleted – effective 9/29/2021
   Guidance 31 – Deleted – effective 7/1/2021
Guidance 32 – Community Action Treatment (CAT) Team - Revised 12/12/2024
Guidance 33 – HIV Early Intervention Services
Guidance 34 – Mobile Response Team (MRT) - Revised 12/10/2024
Guidance 35 – Recovery Management Practices - Revised 12/16/2024
Guidance 36 – Intermediate Level FACT (FACT-IL) - Revised 12/11/2024
Guidance 37 – Family First Prevention Services Act (FFPSA) Teams, Community Action Treatment (CAT) Team Variation - Revised 12/12/2024
Guidance 38 – Community Action Treatment (CAT) Team for Ages 0-10, CAT Team Variation - Revised 12/12/2024
Guidance 39 – Family Well-being Treatment Teams - Revised 12/11/2024
Guidance 40 – Family Support Teams (FST), Community Action Treatment (CAT) Team Variation - Revised 12/12/2024
Guidance 41 –Coordinated Opioid Recovery Network of Addiction Care (CORE Network) - Revised 10/7/2024
Guidance 42 – State Opioid Response (SOR) Project - Revised 12/28/2024
Guidance 43 – 988 Florida Lifeline (988 FL) - Revised 1/13/2025
Reporting Templates
Template 1 – Provider Tangible Property Inventory Form
Template 2 – SAMH Block Grant Reporting Template Overview and Instructions
Template 3 – Narrative Report for the Substance Abuse and Mental Health Block Grant
Template 4 – Managing Entity Annual Business Operations Plan
Template 5 – ALF-LMH Forms
Template 6 – BNet Participant Forms
Template 7 – BNet Alternative Service Forms
   Template 8 – Deleted, effective 11/29/2016
Template 9 – Local Match Calculation Form
Template 10 – Managing Entity Monthly Fixed Payment Invoice
Template 11 – Managing Entity Monthly Progress Report 
Template 12 – Managing Entity Monthly Expenditure Report - Effective 06/12/2025
Template 13 – Managing Entity Monthly Carry Forward Expenditure Report - Effective 9/6/2024
Template 14 – Cost Allocation Plan
Template 14 – Cost Allocation Plan Addendum 1
Template 14 – Cost Allocation Plan Addendum 2 10/31/2024
Template 14 – Cost Allocation Plan Addendum 3 01/24/2025
Template 14 – Cost Allocation Plan Addendum 4 03/07/2025
Template 15 – Managing Entity Spending Plan for Carry Forward Report - Effective 9/6/2024
   Template 16 – Deleted, effective 7/1/2023
   Template 17 – Deleted, effective 7/1/2020
   Template 18 – Deleted, effective 5/18/2017
   Template 19 – Deleted – effective 9/29/2021
   Template 20 – Deleted, effective 7/1/2021
Template 21 – Monthly Care Coordination Report - Revised 12/1/2024
Template 22 – Forensic Mental Health Services Report - Revised 10/12/2023
Template 23 – Forensic Diversion Report - Revised 10/12/2023
Template 24 – CCP Supplemental Invoice and Expenditure Report
Template 25 – Forensic Multidisciplinary Team Report - Revised 10/12/2023
   Template 26 – Deleted, effective 7/1/21
   Template 27 – Deleted – effective 9/29/2021
Template 28 – Mobile Response Team Report - Revised 8/7/2023
Template 29 – FACT Quarterly Report - Revised 7/01/2024
Template 30 – Proviso Project Return on Investment Report
   Template 31 – Deleted, effective 7/1/2023
Template 32 – Transitional Voucher Incidental Report - Revised 7/01/2024
Template 33 –Community Forensic Beds Report - Revised 10/12/2023
Template 34 – SOR Reports - Revised 12/28/2024
Template 35 – FY 2023-24 $126M Tracking Tool - Revised 11/1/2023
Template 36 - ME Sustainability Plan - Revised on 1/17/2025