Helen Farabee Centers Board of Trustees Minutes - 09/01/2011 HELEN
RECEIVED IN HELEi l FARABEE CENTERS
4,‘\CV� CITYCLERK'S pFFIC• BOARD OF TRUSTEES
B TE �-
September 1, 2011
BY. E: QmJ 11:00 AM
Child and Adolescent Services
516 Denver Street
Wichita Falls,Texas
Board of Trustee Carla Kay Ainsworth; Robert Clement; Verner Hayhurst; , Chair; Sue
Members Present: Nunn, Secretary/Treasurer; Shelley Owen, Vice-Chair; Sara Rugeley; Billye
Ruth White
Board of Trustee None
Members Absent:
Senior Roddy Atkins, Executive Director; Rod Brennan, Chief Financial Officer;
Management Staff Gianna Harris, Associate Executive Director of Operations; Rose Wilson,
Present: Director of Intellectual and Developmental Disability Services
Other Staff and Valerie Mandela,Director of Intellectual and Developmental Disabilities
Guests Present: Service Coordination; Andy Martin,Director of Essential Services; Jennifer
Rhone, Representative Lanham Lyne's Office; Jan West,Administrative
Assistant/Board Liaison, Recorder
AGENDA TOPICS
090111-1 CALL TO ORDER
Verner Hayhurst, Chair called the meeting to order in open session at 11:04 AM with a quorum of six
present.
A)Introduction of Guests
Jennifer Rhone, Representative Lanham Lyne's Office was introduce d as a guest.
090111-2 PRESENTATIONS
A) Open Citizen Comment to the Board
No citizen comment was offered.
090111-3 APPROVAL OF MINUTES
RECOMMENDED ACTION: That the Board of Trustees approve the minutes of the August 04, 2011
Board of Trustees meeting.
The Board of Trustees approved the minutes of the August 04, 2011 Board of Trustees meeting.
Motion: Ms. White Affirmative: 5
Second: Ms. Rugeley Negative: 0
Citizen Comment: None
090111-4 TRAINING
A)Public Funds Investment Act
11:17 AM Shelley Owen arrived at the meeting
Rod Brennan, Chief Financial Officer went over the Public Funds Investment Act Training (on file).
Board of Trustee Meeting Minutes 1
September 1,2011
. 8
090111-5 RECOMMENDATIONS
A. BOARD OF TRUSTEES
1) Texas Council Dues
RECOMMENDED ACTION: That the Board of Trustees approve the Fiscal Year 2012 Dues
Commitment with the Texas Council of Community Centers and authorize the Chair and Executive Director
to sign the commitment form.
Rod Brennan, Chief Financial Officer presented the Fiscal Year 2012 Dues Commitment with the Texas
Council of Community Centers (on file). The charges have been changed since the packet was mailed to
$19,272.00 a decrease of$86.00.
The Board of Trustees approved the Fiscal Year 2012 Dues Commitment with the Texas Council of
Community Centers and authorize the Chair and Executive Director to sign the commitment form.
Motion: Ms. Rugeley Affirmative: 6
Second: Ms. Nunn Negative: 0
Citizen Comment: None
B. BUDGET AND FINANCE
1)Financial Statements
RECOMMENDED ACTION: That the Board of Trustees approve the financial statements for July 2011.
Rod Brennan, Chief Financial Officer presented the financial statements for July 2011 (on file).
The Board of Trustees approved the financial statements for July 2011.
--
Motion: Mr. Clement Affirmative: 6
Second: Ms. Owen Negative: 0
Citizen Comment: None
2) Status of Investments
RECOMMENDED ACTION: That the Board of Trustees review and approve the status of investments.
Rod Brennan, Chief Financial Officer presented the status of investments (on file).
The Board of Trustees approved the status of investments.
Motion: Ms. Owen Affirmative: 6
Second: Ms. White Negative: 0
Citizen Comment: None
C. CONTRACTS AND PLANS
No Agenda Items
Board of Trustee Meeting Minutes 2
September 1,2011
D. FACILITIES AND EQUIPMENT
1)Norris Place Van
RECOMMENDED ACTION: That the Board of Trustees approve the purchase or repair of the Norris
Place van.
Rod Brennan, Chief Financial Officer presented the information on the Norris Place van(on file). The
Norris Place Van was involved in an accident and was declared a total loss. The Risk Management Fund
reimbursed us$24,700.00. We have started the process of procuring a replacement van,we will come back
to the Board of Trustees to ratify the final cost.
The Board of Trustees approved the purchase of the Norris Place van.
Motion: Ms. Owen Affirmative: 6
Second: Ms. Rugeley Negative: 0
Citizen Comment: None
THE BOARD OF TRUSTEES RECESSED FOR LUNCH AT 11:38 AM.
THE MEETING WAS RECONVENED BY VERNER HAYHURST AT 12:16 PM WITH SEVEN
BOARD OF TRUSTEE MEMBERS IN ATTENDANCE.
E. POLICIES AND PROCEDURES
1)Administration Procedure 101.1.9
RECOMMENDED ACTION: That the Board of Trustees review the attached Administration Procedure
101.1.9, approve the recommended changes, and authorize the Chair to sign the Procedure and attached
Resolution Adopting Investment Policy. The approval of this Procedure would also delete current
Administration Procedure 101.1.9 dated 07/07/11.
Rod Brennan, Chief Financial Officer presented the information on the changes to the Reserve Funds
and Investment Procedure(on file).
The Board of Trustees approved the recommended changes to Administrative Procedure 101.1.9 and
authorize the Chair to sign the Procedure and attached Resolution Adopting Investment Policy. The
approval of this Procedure would also delete current Administration Procedure 101.1.9 dated 07/07/11.
Motion: Ms. Owen Affirmative: 6
Second: Ms. Ainsworth Negative: 0
Citizen Comment: None
F. PROGRAM AND PERSONNEL
No Agenda Items
090111-6 QUARTERLY REPORTS
A. ESSENTIAL SERVICES AND CLINICAL ACCOUNTABILITY
No Agenda Items
Board of Trustee Meeting Minutes 3
September 1,2011
B. PLANNING AND NETWORK ADVISORY COMMITTEE
No Agenda Items
C. EXTERNAL AUDITS
1) Third Quarter Report
Intellectual and Developmental Disabilities Services
Horizon House
Extended Living Facility
RECOMMENDED ACTION: Information item only.
Rose Wilson, Director of Intellectual and Developmental Disability Services reported on the audits
findings for the Third Quarter—Intellectual and Developmental Disabilities Services—Horizon House
and Extended Living Facility(on file).
No action required, for information only.
Citizen Comment: None
2) Third Quarter Report
Essential Services and Clinical Accountability
Quality Assurance Authority Review
RECOMMENDED ACTION: Information item only.
Val Mandela, Director of Intellectual and Developmental Disability Service Coordination distributed
and went over the Quality Assurance Authority Review (on file).
No action required, for information only.
Citizen Comment: None
3) Third Quarter Report
Essential Services and Clinical Accountability
Treatment Plan Audit
Crisis Services Peer Review
RECOMMENDED ACTION: Information item only.
Andy Martin,Director of Essential Services reported on the Treatment Plan Audits findings and the
Crisis Services Peer Review(on file).
No action required, for information only.
Citizen Comment: None
D.TEXAS COUNCIL BOARD OF DIRECTORS'MEETING
No Agenda Items
Board of Trustee Meeting Minutes 4
September 1,2011 •
090111-7 EXECUTIVE DIRECTOR'S REPORT
1)Behavioral Health Services
This is a busy time of the year, starting a new fiscal year and new contracts. We have a Midwestern State
University Psychiatric Nurse Practitioner student who has requested to come back to do her second
preceptorship with us. She will start in mid september. She will be working with Dr. Francisco; Kirk
Findley; and Marcy Thomas. She will need 140 hours for Assessment and Management of Acute and
Chronic Adult patients and 40 hours of Individual Counseling. Later in September we will have 130
Midwestern State University Nursing Students rotate through our clinic. Connie (Johnston,Director of
Community and Consumer Support) and Kelly(Franklin, Director of Medical Records) went to
Midwestern State University to provide them with orientation. They will rotate through spending one
day with us and one day with Red River Hospital. We have one Nurse Practitioner student working on
the other project we have with Midwestern State University. She is evaluating the possibility of the
integration of Behavioral Health and Physical Health. She is doing research, gathering data and
reviewing charts. We are also working on a project with Wilbarger General Hospital. We had a meeting
with the Hospital Administrator and our staff at Wilbarger Mental Health Center. They want to establish
a Rural Clinic in our Mental Health Center. They will office a physician and a nurse there. They will
need an exam room. It will be a one stop shop for patients. We had a meeting to discuss which area of
the building they might be able to use. The big issue is the renovations that will have to be completed to
make the building workable. I have a call in to the County Judge to see what the County might be able to
do. We will be dealing with indigent patients. There is the potential of having access to health care
services in the building. This will be a neat project, we are moving forward.
2)IDD (Intellectual and Developmental Disabilities)Services
Val (Mandela, Director of Intellectual and Developmental Disabilities Service Coordination) has been
spearheading the refinancing of individuals into the Texas Home Living Waiver. It has been going
smoothly. The refinancing will last for awhile. We do not know what the full economic impact will be.
We will keep refinancing until we hit our mark. We have no CAP. The real issue is what things will
look like financially.
3)Local Planning and Network Development
As we discussed last month I will be e-mailing. out more information about the proposed Regional Board
Retreat. The targeted dates are November lltn and 12th. It will be held somewhere in our region. The
North Texas Regional CEO Group is made up of North Texas State Hospital; MHMR of Tarrant County;
Denton County MHMR Center; Texas Panhandle Centers for Behavioral Health; Pecan Valley Centers
for Behavioral &Developmental HealthCare; LifePath Systems; MHMR Services of Texoma, and Helen
Farabee Centers. We want to look at what we can do together to be more efficient and reduce costs. For
example, currently we prove MIS (Management Information Systems) support for Pecan Valley Centers
for Behavioral &Developmental HealthCare. We are also entering into an agreement with MHMR
Services of Texoma for shared Medical Director services. We will be talking about the retreat at the next
North Texas Regional CEO Group meeting. I will get the information out to you as I get it.
Board of Trustee Meeting Minutes 5
September 1,2011
4)Local Planning and Network Development
I had a nice visit with Representative Lanham Lyne and Senator Craig Estes. I have an appointment to
visit with Representative Rick Hardcastle. As you know, Representative Hardcastle has announced that
he will not be running for re-election, so we will be dealing with a new Representative. I wanted to
follow up with them and their office staff to thank them for their efforts this last Legislative Session and
to let them know what we will be facing. I anticipate we will be working a lot with Senator Estes' office
this next Legislative Session. I have also begun to establish a relationship with Representative Mac
Thornberry. I spent an hour and a half in telephone conversation with his Legislative Director, Michael
Seeds in Washington DC in order to position us as a resource as we face changes at the federal level. We
shared contact information. We need to let them know how federal legislation impacts us at a local level.
I am hoping to mimic what we have done with our state legislators, and be a resource.
5) Texas Council Board of Direcors and Executive Directors'Consortium
We are starting a new fiscal year. We have new leadership at the Executive Directors Consortium. I will
continue to serve as the Chair of the Business Practices Committee; be on the Executive Committee;
serve on the Healthcare Workgroup, serve as Liaison for the Information Management Consortium; and
serve on the Contracts Committee. This is going to be a challenging year from the standpoint of facing
potential challenges. We will see how things play out.
090111-10 ANNOUNCEMENTS
A)Next Meeting
Verner Hayhurst announced the next meeting is scheduled for 11 A.M., Thursday, October 6, 2011, at
Wise County Mental Health Center, 407 Park West Court, Decatur.
Robert Clement requested that the meeting be held via televideo.
090111-11 OTHER BUSINESS
None
090111-12 ADJOURN
The Board of Trustees' meeting adjourned at 12:54 PM.
Approved as presented: Approved as corrected:
October 06, 2011
Board of Trustee Meeting Minutes 6
September 1,2011
Wichita Falls Administrative Office
H E L E N FA RA B E E P. O. Box 8266, Wichita Falls, TX 76307-8266
1000 Brook Street, Wichita Falls, TX 76301
one(940)397-3100
CENTERS Ph Fax(940) 397-3150
www.helenfarabee.org
October 11, 2011
Darron Leiker
City Manager
City of Wichita Falls
P.O. Box 1431
Wichita Falls, Texas 76307-1431
Dear Mr. Leiker:
In accordance with the provisions of Senate Bill 112, a copy of the minutes of the Board of
Trustees of Helen Farabee Centers is enclosed for the regularly scheduled meeting held on
September 01, 2011. These minutes were approved by the Board at its meeting held on October
06, 2011.
Sincerely,
)/ta
Jan W s
Adm. ' trative Assistant/Board Liaison
/jw
enclosure
Providing Behavioral Health,Intellectual and Developmental Disabilities,and Substance Abuse Outpatient Services