Managing Entities
FY25-26 Templates

Managing Entities FY25-26 Templates

Overview

Unless otherwise indicated, these documents are effective July 1, 2025.

Comments questions or suggestions should be directed to: HQW.SAMH.ManagingEntitiesInquiries@myflfamilies.com and copy the Contract Manager.

ME Standard Contract

Standard Contract Part 1

Exhibits

Exhibit A – Special Provisions

Exhibit B – Scope of Work

Exhibit C – Task List

Exhibit C2 – ME Required Reports, Plans, and Functional Tasks

Exhibit D – Deliverables

Exhibit E – Minimum Performance Measures

Exhibit F – Method of Payment

Exhibit F2 – Schedule of Payments

Guidance Documents

Guidance 1 - Evidence Based Guidelines

Guidance 2 – Tangible Property Requirements

Guidance 3 – Managing Entity Expiration, Termination and Transition Planning Requirements

Guidance 4 - Care Coordination

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

Guidance 11 - Juvenile Incompetent to Proceed (JITP)

Guidance 12 – Behavioral Health Network (BNet) Guidelines and Requirements

Guidance 13 - Indigent Drug Program (IDP)

Guidance 14 - Prevention Partnership Grants (PPG)

Guidance 15 - Projects for Assistance in Transition from Homelessness (PATH)

Guidance 16 - Florida Assertive Community Treatment (FACT) Handbook

Guidance 17 – Temporary Assistance for Needy Families (TANF) Funding Guidance

Guidance 18 - Family Intensive Treatment (FIT) Model Guidelines and Requirements

Guidance 19 - Family and Child Well-being

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

Guidance 32 - Community Action Treatment (CAT) Team

Guidance 33 - HIV Early Intervention Services

Guidance 34 – Mobile Response Team (MRT)

Guidance 35 - Recovery Management Practices

Guidance 36 - Intermediate Level FACT (FACT-IL)

Guidance 37 - Family First Prevention Services Act (FFPSA) Teams, Community Action Treatment (CAT) Team Variation

Guidance 38 - Community Action Treatment (CAT) Team for Ages 0-10, CAT Team Variation

Guidance 39 - Family Well-being Treatment Teams

Guidance 40 – Family Support Teams (FST), Community Action Treatment (CAT) Team Variation

Guidance 41 - Coordinated Opioid Recovery Network of Addiction Care (CORE Network)

Guidance 42 - State Opioid Response (SOR) Project

Guidance 43 - 988 Florida Lifeline (988 FL)

Guidance 44 - Treatment Alternatives for Safer Communities (TASC)

Guidance 46 - Communications Protocol

Guidance 47 - Behavioral Health Consultants

Guidance 48 - Supported Employment

Guidance 49 – Methods of Behavioral Health Quality Indicators

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 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 06/16/2026

Template 13 – Managing Entity Monthly Carry Forward Expenditure Report - effective 01/06/2026

Template 14 – Cost Allocation Plan - effective 07/01/2025

Template 14 - Cost Allocation Plan (Addendum 1) - effective 09/03/2025

Template 14 - Cost Allocation Plan (Addendum 2) - effective 10/08/2025

Template 14 - Cost Allocation Plan (Addendum 3) - effective 02/06/2026

Template 14 - Cost Allocation Plan (Addendum 4) - effective 06/16/2026

Template 15 – Managing Entity Spending Plan for Carry Forward Report - effective 01/06/2026

Template 21 - Monthly Care Coordination Report

Template 22 – Forensic Mental Health Services Report

Template 23 – Forensic Diversion Report

Template 24 – CCP Supplemental Invoice and Expenditure Report

Template 25 - Forensic Multidisciplinary Team Report

Template 28 - Mobile Response Team Report

Template 29 - FACT Quarterly Report

Template 30 – Proviso Project Return on Investment Report

Template 32 - Transitional Voucher Incidental Report

Template 33 –Community Forensic Beds Report

Template 34 – SOR Reports

Template 35 - FY 2025-2026 ME Combined $126 Tracking Tool

Template 36 - ME Sustainability Plan

Template 37 - Coordinated Opioid Recovery (CORE) Network Quarterly Narrative Report

Template 38 - Coordinated Opioid Recovery (CORE) Network Quarterly Data Report

Template 39 - Intermediate Level FACT Programs Report

Template 40 - Family Well-being Treatment Programs Report