CN-480000-25L30-TA124-25.pdf

Technical Adjustment (TA) This is a Contract Unit process. The Contract Manager should complete this form and should ensure all signatures have been obtained. This form is to provide historical documentation and accountability when any money is moved between Budget line Item(s). If a Funding Source is added, removed, or changed, and/or if the total contract amount is changed then a formal written amendment is required.

Contract Number: 25-L30 TA Number: 1 (24/25) Contractor: USF HIPPY Name of who initiated TA (program manager, contractor, budget/finance): contractor Contract Manager: Aimee Ashley Program Manager: Lisette Levy Is language in the contract that allows money to be moved between line items? Yes or NO Reason Technical Adjustment required: Moving monies between line items…no change to the total budget amount.

Monies were moved between the sections of: Salary, Fringe, Expenses, Subcontracts

Salary: %effort reduced for 3 positions, therefore project salary decreased Fringe: Fringe % and funding have been corrected, as well as the fringe was amount was reduced from the 3 positions Expenses: To meet the standards for national endorsement by HIPPY USA, T&TAC must incur a one-time increase in expenditures. One key requirement is that all HIPPY sites administer a child development screener to 100% of participating children and/or conduct both child-level and parent-level assessments. Accordingly, we have allocated funds for the purchase of these assessments and for conducting a statewide training on their administration. In addition to fulfilling HIPPY USA’s requirements and supporting early identification and intervention, these standardized assessments will provide valuable data on children’s longitudinal growth in school readiness skills throughout their participation in the HIPPY program.

Subcontractors: Not all subcontractors will meet their # of children served goal…but some will go above…moved monies to support the # of children to serve.

If Category or OCA codes change, the Revenue Supervisor should complete this Section.

Reason for OCA Code Change: _NA Add Category: Remove Category: Add Category: Remove Category:

$ removed from OCA and added to OCA $ removed from OCA and added to OCA

Lisette Levy 4/21/2025 __Stephanie Savestanan, 04.21.2025________________________ Program Manager Signature / Date Program Manager Supervisor Signature/Date

N/A Revenue Supervisor Signature/ Date

Contract Manager Signature / Date Aimee Ashley, Contract Unit Supervisor, Signature /Date

Date Budget updated: 4/21/25

Date Contract Manager emailed updated budget to Contractor: 4/21/25 *Once approved updated budget has been sent to the Contractor, this form, along with the updated budget sheet, should be filed in the Contract File, under the Budget Folder, AND uploaded into FACTS*

Revised: 4.18.2025

4/21/25 4/21/25

Category-T&TA Center - Salary Annual Salary % Effort Project Salary Annual Salary % Effort Project Salary Jordan, Tracy Director 104,077.17$ 0.60 62,446.30$ 104,077.17 0.600 62,446.30$ Biel, Eric Associate Director 90,323.12$ 0.95 85,806.96$ 90,323.12 0.8268 74,679.16$ Collier, Karen Project Coordinator 65,442.07$ 1.00 65,442.07$ 65,442.07 1.00 65,442.07$ Davis, Jade Learning and Development Facilitator 71,027.26$ 0.97 68,896.44$ 71,027.26 0.58 41,195.81$ DeJesus, Maura Administrative Specialist 53,816.54$ 0.10 5,381.65$ 53,816.54 0.10 5,381.65$ Drobisz, Jack Database Administrator 91,499.18$ 0.10 9,149.92$ 91,499.18 0.10 9,149.92$ Gopaul, Miranda Learning and Development Facilitator 71,027.26$ 0.75 53,270.44$ 71,027.26 0.75 53,270.44$ Gray, Jacob Asst Research Professor/Statistician 118,450.00$ 0.10 11,845.00$ 118,450.00 0.10 11,845.00$ Hendry, Sam IT Support 50,542.19$ 0.10 5,054.22$ 50,542.19 0.10 5,054.22$ Henley, Lorna Fiscal Analyst 83,352.45$ 0.15 12,502.87$ 83,352.45 0.15 12,502.87$ Jimenez, Claudia Sr. Social & Behavioral Researcher 59,410.40$ 1.00 59,410.40$ 59,410.40 1.00 59,410.40$ Lutz, Bob Web Management 81,029.28$ 0.10 8,102.93$ 81,029.28 0.10 8,102.93$ Stewart, Sherry Administrative Specialist 39,000.00$ 1.00 39,000.00$ 39,000.00 0.5625 21,937.50$ Reyes, Janet Contract Management 103,005.41$ 0.02 2,060.11$ 103,005.41 0.02 2,060.11$ Vergaray, Diego Business & Fiscal Specialist 58,656.00$ 1.00 58,656.00$ 58,656.00 1.00 58,656.00$ Watson, Selecia Administrative Specialist 58,167.28$ 0.15 8,723.88$ 58,167.28 0.15 8,725.09$ Will not be filled Fiscal and Business Manager 71,000.00$ 1.00 71,000.00$ 71,000.00 1.00 71,000.00$ Yampolskaya, Svetlana Research Associate Professor 119,772.92$ 0.07 8,384.10$ 119,772.92 0.07 8,384.10$

Salary Subtotal 635,133.29$ 579,243.57$ T&TA Center - Fringe Fringe Rate Fringe Rate Jordan, Tracy Director 32.2% 20,107.71$ 32.2% 20,107.71$ Biel, Eric Associate Director 37.7% 32,349.00$ 37.7% 28,154.04$ Collier, Karen Project Coordinator 37.7% 24,672.00$ 37.7% 24,671.66$ Davis, Jade Learning and Development Facilitator 37.7% 25,974.00$ 37.7% 15,530.82$ DeJesus, Maura Administrative Specialist 49.6% 2,669.00$ 49.6% 2,669.30$ Drobisz, Jack Database Administrator 32.2% 2,946.00$ 32.2% 2,946.27$ Gopaul, Miranda Learning and Development Facilitator 37.7% 20,083.00$ 37.7% 20,082.96$ Gray, Jacob Asst Research Professor/Statistician 49.6% 2,507.00$ 32.2% 3,814.09$ Hendry, Sam IT Support 37.7% 4,714.00$ 49.6% 2,506.89$ Henley, Lorna Fiscal Analyst 37.7% 22,398.00$ 37.7% 4,713.58$ Jimenez, Claudia Sr. Social & Behavioral Researcher 37.7% 3,055.00$ 37.7% 22,397.72$ Lutz, Bob Web Management 49.6% 19,344.00$ 37.7% 3,054.80$ Stewart, Sherry Administrative Specialist 37.7% 777.00$ 49.6% 10,881.00$ Reyes, Janet Contract Management 37.7% 22,113.00$ 37.7% 776.66$ Vergaray, Diego Business & Fiscal Specialist 49.6% 4,328.00$ 41.67% 24,441.96$ Watson, Selecia Administrative Specialist 37.7% 26,767.00$ 49.6% 4,327.64$ Will not be filled Fiscal and Business Manager 32.2% 2,700.00$ 37.7% 26,767.00$ Yampolskaya, Svetlana Research Associate Professor 32.2% 2,699.65$ 32.2% 2,699.68$

Fringe Subtotal 240,203.36$ 220,543.79$ T&TA Center - Expenses Domestic Travel Mtgs., Trgs., Confs., etc. 8,604.19$ 17,500.00$ Office Supplies Incl. Eval & Intvw costs 500.00$ 3,153.64$ Printing/Duplicating Incl. Training and assessment materials, Newsletter, Success Bklt, etc. 500.00$ 4,500.00$ Postage Postage & freight 500.00$ 1,500.00$ Training Materials - Supplies HIPPY Curriculum, flipcharts, folders, paper, ink, etc 500.00$ 10,000.00$ Training Materials - Evaluation Tools Assessments guide books, 1,000.00$ 23,000.00$ Outreach/PR Bags, pens, pencils, banner, etc. 1,000.00$ 5,000.00$ Consultants Conf Speakers/Trgs/Mtgs/Endorsements 3,500.00$ 18,500.00$ Conference Equip & Room Rental Mtgs., Trgs., Confs., etc. 3,000.00$ 10,000.00$ Software Project Management 3,000.00$ 3,000.00$ Computer/Technology Laptops, peripherials, monitors, etc. 1,000.00$ 2,500.00$

Expenses Subtotal 23,104.19$ 98,653.64$

Subcontracts Counties Served Children Children Gainesville - School Board of Alachua County Alachua 60 148,102.00$ 68 178,102.00$ Starke - Bradford County School District Bradford 50 129,122.00$ 56 149,122.00$ Viera - Central FL Child Health Program Brevard 50 148,102.00$ 50 148,102.00$ North Lauderdale - Family Central, Inc. Broward, Miami-Dade, Palm Beach 335 890,398.00$ 347 927,214.00$ Duval County Public Schools Duval 50 148,102.00$ 25 74,051.00$ Port St. Joe - North FL Child Dev., Inc. Franklin, Gulf, Liberty, Calhoun 140 387,844.00$ 153 427,844.00$ Bradenton - Step Up Suncoast Manatee, Hardee 125 320,102.00$ 133 350,102.00$ Ocala - School Board of Marion County Marion 60 103,102.00$ 60 103,102.00$ St. Pete/Clearwater - R' Club Child Care Inc. Pinellas 115 302,765.00$ 85 190,000.00$ Sarasota - Safe Children Coalition, Inc. Sarasota 115 308,602.00$ 123 338,602.00$

Subagreements Subtotal 1100 2,886,241.00$ 1100 2,886,241.00$ Subtotal of Costs for T&TA Center 898,440.84$ 898,441.00$ Administrative Costs for T&TA Center (5%) 44,922.04$ 44,922.00$ Administrative Cost Bearing Portion of Subcontracts 2,815,844.88$ 2,815,845.00$ Administrative Costs on Subagreements (2.5%) 70,396.12$ 70,396.00$ Annual Total 3,900,000.00$ 3,900,000.00$ Total Budget 3,900,000.00$ 3,900,000.00$

Budget Amendment 1 12/18/2024

FY 24-25

HIPPY T&TA Center - University of South Florida Budget Table 24-25

Technical Budget Adjustment 1 April 2025

FY 24-25

Florida HIPPY Training & Technical Assistance Center (T&TAC) University of South Florida

F. REVISED Budget Narrative Justification 7/1/24 - 6/30/29

This statewide project is designed, in part, to foster the exchange of information, to collaborate with others, to encourage and reward program and family participation, and to provide and coordinate statewide training and technical assistance. Therefore, the budget includes some general project items, considered justifiable exceptions to 2 CFR 220 - Cost Principles for Education Institutions. We have included these exceptions in the budget explanation.

Wages & Fringe Benefits Director (0.60 FTE across all years) - is the Director and Accountable Officer for the Florida HIPPY T&TAC.

This role is accountable for all licensee, fiscal, contract, and subcontracted requirements. This role is responsible for the research and evaluation of HIPPY in Florida, the Florida HIPPY Longitudinal Study, data analyses, and disseminating evaluation findings in national, state, and local forums.

Associate Director (0.8268 in Year 1 and 0.98 FTE in years 2-5) - oversees the Florida HIPPY T&TAC, including the program reporting requirements for HIPPY. This role will supervise the Learning and Development Facilitators and is responsible for the planning, development, and delivery of model training and technical assistance provided to Florida sites delivering the HIPPY Program. This role will coordinate orientation, professional development, and training events. Additionally, the Associate Director will act as the liaison between HIPPY US, HIPPY International, and Florida HIPPY to ascertain and communicate national and state priorities and represent these agencies in national and state forums with the purpose of increasing visibility and support for Florida HIPPY.

Project Coordinator (1.0 FTE in Years 1-3, 0.50 FTE in Years 4-5) - works with the Manager of Fiscal and Business in operations that include contracts, subcontracts, budgets, invoicing, travel, procurement, deliverables, and reporting requirements. This role is the lead on determining and reviewing eligibility criteria and ensuring compliance with said criteria by sites delivering HIPPY.

Learning and Development Facilitator (0.58 in Year 1 and 0.97 FTE in Years 2-4) - works with the Associate Director on the planning, development, and delivery of model training and technical assistance provided to Florida sites delivering the HIPPY Program. This role will provide support in coordinating professional development, and training events. Additionally, the Facilitator will act as the liaison between Florida HIPPY and local agencies delivering the HIPPY Program to ascertain and communicate state and local needs and priorities.

Administrative Specialist (0.10 FTE across all years) - supports all human resources actions and assists with hiring and personnel issues, orients new employees to office procedures, processes payroll, and manages the leave records.

Database Administrator (0.10 in Year 1 and 0.20 FTE in years 2-5) - will provide oversight and technical assistance for the Florida HIPPY database.

Learning and Development Facilitator (0.75 FTE in Year 1, 0.70 FTE in Year 2, 0.80 FTE in Years 3-5) -works with the Associate Director on the planning, development, and delivery of model training and technical assistance provided to Florida sites delivering the HIPPY Program. This role will provide support in coordinating orientation, professional development, and training events. Additionally, the Facilitator will act as the liaison between Florida HIPPY and local agencies delivering the HIPPY Program to ascertain and communicate state and local needs and priorities.

Assistant Research Professor/Statistician (0.10 FTE in Year 1) - provides support in Year 1 to build master data files for annual analyses and document processes related to this ongoing work.

IT Support (0.10 FTE across all years) - will provide technical support for the maintenance of computers and equipment, and he will troubleshoot problems. This role will assist with the installation and updates of software and facilitates the purchase of equipment.

Fiscal Analyst (0.15 FTE across all years) - will provide accounting services for HIPPY, which includes an ongoing review of all HIPPY expenditures per university, state, and sponsor guidelines. She will prepare the monthly accounting reports and projections.

Senior Social and Behavioral Researcher (1.00 in Year 1 and 0.15 FTE in Years 2-5) - assists in the training and technical assistance to sites on data collection, management, and reporting activities of the T&TAC. This role will assist in the development of training and guidance to sites on research and evaluation-related topics such as data collection, integrity, and security; administering and scoring assessments and surveys; and data quality processes managed by sites and will also provide translation services so Florida HIPPY forms and guidance can be provided to sites in both English and Spanish.

Web Management (0.10 FTE across all years) - will provide for the HIPPY Program. He will assist with updates to the HIPPY suite of websites and ensure the continued viability of all linked information. He will assist with the online training programs as needed.

Administrative Assistant (0.5625 in Year 1 and 1.00 FTE in Years 2-5) - assists with social media communications, event coordination, and data entry. This role will also assist in organizing the data materials, gathering the data, handling data files, etc.

Contract Manager (0.02 FTE across all years) - will provide grant management for the HIPPY Program, including budget development and administration and oversees the business administration and human resources staff.

Business and Fiscal Specialist (1.00 FTE across all years) - works with the Manager of Fiscal and Business and the Project Coordinator in operations that include contracts, subcontracts, budgets, invoicing, travel, procurement, deliverables, and reporting requirements. This role is lead on invoice reviews, processing payments, managing travel, procurement, and inventories.

Administrative Specialist (0.15 FTE across all years) - ensures HIPPY travel expenditures, purchase orders, and credit card expenditures are processed within the state and university guidelines.

Fiscal and Business Manager (1.00 FTE across all years) - is responsible for planning and directing operations including contracts, subcontracts, budgets, invoicing, travel, procurement, deliverables, and financial and program reporting requirements. In conjunction with the Director and Associate Director, ensures the integrity and security of project data, reporting, and dissemination of evaluation findings.

Research Associate Professor (0.07 in Year 1 and 0.25 FTE in Year 2) - serves as a consultant to the Data Analyst and Data Manager on the HIPPY project. She has historical knowledge of data collection that has occurred to date and assists in creating analysis plans for the Florida HIPPY Longitudinal Study.

Fringe benefit costs are budgeted based on the employee’s salary plan, including FICA, Medicare, health insurance, life insurance, worker’s compensation, unemployment, terminal leave, and retirement. We’ve calculated fringe benefits at 32.2% for faculty, 37.7% for administrative and professional, and 49.6% for staff. Please note that the Business and Fiscal Specialist has a rate of 41.7% in Year 1 due to a change in their salary plan from staff to A&P.

Note: We have projected a 3 percent increase for cost-of-living increases for salaries and fringe for all personnel.

Programs Sub-Agreements During this project year, we will fund the following existing HIPPY Programs:

Gainesville - School Board of Alachua County Alachua Starke - Bradford County School District Bradford Viera - Central FL Child Health Program Brevard North Lauderdale - Family Central, Inc. Broward, Miami-Dade, Palm Beach Duval County Public Schools Duval Port St. Joe - North FL Child Dev., Inc. Franklin, Gulf, Liberty and Calhoun Bradenton - Manatee Com. Action Agency Manatee, Hardee Ocala - School Board of Marion County Marion St. Pete/Clearwater - R’ Club Child Care Inc. Pinellas Sarasota - Sarasota Family YMCA Sarasota

Agencies operating HIPPY Programs are expected to seek additional funding or in-kind contributions to support program services during the year.

Budgets for these HIPPY Programs may include salaries and benefits with cost-of-living increases for a coordinator/assistant coordinator and Home Visitors; fees due to the HIPPY US national office, curriculum materials for children, parents, and staff; travel expenses for each coordinator to attend the National HIPPY Conference as required by HIPPY US; travel expenses for attending the HIPPY Pre-service Training (required for any new HIPPY coordinator); travel expenses for HIPPY staff to participate in regional or local HIPPY training; travel for conducting supervisory home visits; travel for conducting peer-to-peer reviews or technical assistance visits to other sites; tablets for Home Visitors to use in the field; and miscellaneous materials for group meetings, outreach, background screenings, etc., for each local HIPPY office. Each implementing agency (HIPPY Provider) has its salary and benefit schedules. Each site may also have miscellaneous charges specific to their program.

Travel We will conduct all travel per the State of Florida Travel Regulations. We have included estimated hotel and meal per diem costs for overnight trips. We have included rental car expenses or mileage reimbursement at $0.445 per mile. For professional development and dissemination of information, we will send staff or support their virtual attendance to the following:

Program Site Visits (staff as assigned) The responsibilities of a state HIPPY office include providing training and technical assistance for all HIPPY Programs within the state as required by HIPPY US. We conduct these visits to ensure that programs adhere to HIPPY model standards and guidelines. We also must visit potential sites for new program development and support current sites to prepare them for national accreditation as applicable.

Program Site Training (staff as assigned) We are budgeting funds to conduct additional training for the Florida HIPPY Programs. The training sessions may include HIPPY Orientation, computerized data collection, staff professional development, in-service training, or focus on evaluation and research. The Director or Associate Director will coordinate these sessions. HIPPY US may also assign a National HIPPY Trainer or a representative from HIPPY US.

HIPPY Coordinators Meetings (all staff)

Each fiscal year, we will conduct in person or virtual (2) coordinators’ meetings to share information, receive updates, train, and assist in developing and coordinating presentations for various conferences and meetings. We expect HIPPY coordinators, assistant coordinators, staff, evaluators, presenters, facilitators, and volunteers to attend.

Florida HIPPY Strategic Planning Meetings (all staff)

To support the strategic planning meetings, we have included funds for the travel of our program staff and facilitators as needed.

Conferences and Meetings (local, regional, national) o National HIPPY Trainers Professional Development Meeting (Associate Director) o State Directors Meeting (Director and Associate Director) o State HIPPY Conference (all staff) o State Training Event (all staff) o State Early Childhood/ Home Visiting Network Meetings (as assigned) o National HIPPY Conference (all staff) o Early Learning Conferences (all staff) o Home Visiting/ Family Support Conference (all staff) o Other relevant conferences (as requested)

Expenses Office Supplies We have allocated funds for office supplies that will be used solely for the HIPPY center, which are directly related to the HIPPY project. These materials include name tags/badges, thumb drives, paper, printer ink cartridges, three-ring binders, dividers, various types of paper and folders, flipcharts, pens, pencils, crayons, Post-it notes, display boards, tacks, Velcro, tape, clips, calendars, laminating film, manila envelopes, labels, and other items as needed.

Similar types of supplies, except those used for project administration, will not be purchased using project funds; USF will provide them. USF will submit invoices for training materials and supplies charged to the program to support all payment requests made.

Printing/Duplicating We have budgeted to cover the costs of revising and updating training materials, brochures, fact sheets, training modules, evaluation surveys, success stories booklets, newsletters, annual reports, conference booklets, Home Visitors’ handbooks, and the current statewide coordinators’ manual, and the printing of assessment booklets and scoresheets. This budget includes other printed items as needed.

Project funds will not be used to print or duplicate internal project administration (e.g., copying proposals, administrative paperwork, etc.). USF will provide these services.

Postage & Freight We have budgeted funds to cover postage expenses for activities directly related to the project. These funds include freight, postage, UPS, insurance, and regular shipping charges for program materials. We plan to cover the expenses for statewide dissemination of materials and program correspondence. USF will pay for postage related to general administration, such as contracts with the funding agency, purchase orders, and invoices.

Expenses – All Other Consultants We have allocated funds for speakers and consultants who we will invite to present relevant topics at the Florida HIPPY Home Visitors training, the coordinator meeting, the strategic planning meetings, and other HIPPY meetings and conferences. Consultants will be engaged to provide unique or specialized services that are typically required on a one-time or annual basis. These professionals may be selected from a national pool based on their expertise and include speakers to present on special topics (e.g., State Conference, training events, strategic planning meetings) and those with specialized skills to assist with special projects (e.g., updating the Florida HIPPY training platform and developing learning modules). We will select speakers from Florida as well as nationally. We have included the speaker and consultant fees and travel expenses in this category. Sites seeking national endorsement from HIPPY US must receive a visit from a nationally accredited endorsement specialist.

State Outreach/PR Materials We have allocated funds to purchase outreach materials, including brochures, newsletters, letterhead, success stories booklets, start-up manuals, research materials, training videos, books, bags, knapsacks, pens, pencils, safety kits, tablecloths, banners, lunch kits, and other items for distribution and public relations purposes. The imprint for printed materials used will be “Sponsored by the University of South Florida and the State of Florida, Florida Department of Education, Division of Early Learning.” We have also budgeted funds to translate various HIPPY training, outreach, and public relations materials into other languages, such as Spanish.

Training Materials - Supplies We have budgeted funds to purchase HIPPY curriculum materials and other training materials as needed.

These materials include name tags/badges, paper, printer ink cartridges, three-ring binders, dividers, various types of paper and folders, flipcharts, pens, pencils, post-it notes, display boards, tacks, Velcro, tape, clips, calendars, laminating film, manila envelopes, labels, boxes, and other items as needed.

Training Materials – Evaluation Tools We have budgeted funds to purchase evaluation tools such as the Ages to Stages Questionnaires, as needed. We have included the purchase of guidebooks, evaluation tools, assessments, screeners, and other related evaluation measures in this category.

Software We have allocated funds to purchase project management licenses for state office staff to improve planning and scheduling, effective task delegation, enhanced productivity, and budget management.

Conference Equipment/Room Rental To hold planning, training, and coordinating meetings throughout the year, we have allocated funds to cover meeting room rentals and equipment as needed.

Computer/Technology We have allocated funds to purchase new laptops for state office staff as need presents. We have also included funds to purchase computer supplies, upgrades, tablets, and peripherals, including portable monitors, under $2,000 each for computer/laptop and under $1,000 for other computer supplies and accessories.

Administrative Costs We have calculated facilities and administrative costs at 5% of total direct costs as per Florida statute.