Managing Entities
FY26-27 Templates

Managing Entities FY26-27 Templates

Managing Entities FY26-27 Templates

Overview

Unless otherwise indicated, these documents are effective July 1, 2026.

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

ME Standard Contract

ME Standard Contract
Standard Contract Part 1

Exhibits

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 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 45 – DLA-20
Guidance 46 - Communications Protocol
Guidance 47 - Behavioral Health Consultants
Guidance 48 - Supported Employment
Guidance 49 – Methods of Behavioral Health Quality Indicators
Guidance 50 – Behavioral Health Teaching Hospitals

Reporting Templates

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