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Helen Farabee Centers Board of Trustees Notice - 05/02/2024 Wichita Falls Administrative Office Helen Fa ra bee P. O. Box 8266,Wichita Falls,TX 76307-8266 .< `/., (\)71000 Brook Street,Wichita Falls,TX 76301 ' 1 �� �� Phone(940)397-3100 a commitment to caring — Fax(940)397-3150 www.helenfarabee.org ANNOUNCEMENT OF MEETING FULL BOARD MEETING THURSDAY MAY 2, 2024 11:00 a.m. SUE NUNN CONFERENCE ROOM 1000 Brook Ave. Wichita Falls, TX Essential personnel will attend the meeting in person. Some staff& other board members will attend via televideo. If you need additional assistance to effectively participate in or observe this meeting, please notify Melissa Collins at 940-397-3102, at least 24 hours prior to this meeting, so that reasonable accommodations can be made. The attached agenda will be observed. Supporting documentation of agenda items is available upon request by calling Melissa Collins at 940-397-3102. CERTIFICATION I certify that the above notice of meeting was posted on the bulletin board at Wichita Falls Public Library, Wichita Falls,Texas,on the 25th day of April,2024, at 11:00 o'clock a.m. '4Vt)'7a4L City Clerk Providing Behavioral Health,Intellectual and Developmental Disabilities,and Substance Abuse Outpatient Services Announcement of Meeting Helen Farabee Centers Page 1 of 1 o\ e ) dl HELEN FARABEE CENTERS BOARD OF TRUSTEES May 2, 2024 - 11:00 AM Sue Nunn Conference Room, 1000 Brook, Wichita Falls, TX Agenda Topics MEETING STARTS AT 11:00 A.M. 050224-1 CALL TO ORDER J. Brian Eby A. INTRODUCTION OF GUESTS 050224-2 PRESENTATIONS A. OPEN CITIZEN COMMENT TO THE BOARD "Texas law in the Open Meetings Act permits a member of the public or a member of the governmental body to raise a subject that has not been included in the notice for the meeting, but any discussion of the subject must be limited to a proposal to place the subject on the agenda for a future meeting." 050224-3 APPROVAL OF MINUTES J. Brian Eby Recommended Action: That the Board of Trustees approves the minutes of the March 2024 Board of Trustee meetings. Page 5 Citizen Comment: 050224-4 TRAINING Cara Mullenix-Artigue Utilization/Quality Management Dept Overview Page 10 050224-5 RECOMMENDATIONS A. BOARD OF TRUSTEES No Agenda Items B. BUDGET AND FINANCE 1) Financial Statements Linda Poenitzsch Recommended Action: That the Board of Trustees approves the financial statements for February and March 2024. Page 24-February Page 33-March Citizen Comment: 2) Letter of Engagement Linda Poenitzsch Recommended Action: That the Board of Trustees accept the attached Letter of Engagement(LOE) from Scott, Singleton, Fincher and Company, PC and authorize the Chair to sign the letter. Page 43 Citizen Comment: 3) Budget-Revised Linda Poenitzsch Recommended Action: That the Board of Trustees approve the FY 2024 Budget Revisions. Page 51 Citizen Comment: 4) Status of Investments Linda Poenitzsch Recommended Action: That the Board of Trustees review and approve the status of investments. Page 57 Citizen Comment: C. CONTRACTS AND PLANS No Agenda Items D. FACILITIES AND EQUIPMENT No Agenda Items E. POLICIES AND PROCEDURES 1) Policy Statement Summary Cara Mullenix-Artigue Recommended Action: That the Board of Trustees review and approve these Policy Statements: 100.1.1 Board of Trustees Policy Statement—All Texas Administration Codes (TAC)were reviewed and updated if needed. 300.2 Contracts and Purchasing Statement—No Revisions 300.3 Property Management Policy Statement—No Revisions 300.4 Reimbursement Policy Statement—No Revisions 500.1.1 Restraint and Seclusion Policy Statement—All Texas Administration Codes (TAC)were reviewed and updated. All references to IDD-Provider Page 60 were removed. 100.1.3 Administrative—BOT—Public Information—Cosmetic changes only 100.1.4 Administrative—BOT—Open Meetings—Cosmetic changes only 100.1.5 Administrative—BOT—Conflict of Interest—Cosmetic changes only 100.1.7 Administrative—BOT—Accessing the Board of Trustees—Cosmetic changes only Citizen Comment: F. PROGRAM AND PERSONNEL No Agenda Items 050224-6 QUARTERLY REPORTS A. ESSENTIAL SERVICES AND CLINICAL ACCOUNTABILITY 1) Essential Services Report Q2 Cara Mullenix-Artigue Recommended Action: Information Only Item Page 106 Citizen Comment: B. PLANNING AND NETWORK ADVISORY COMMITTEE 1) PNAC 2"a Qtr Report Connie Johnston Recommended Action: Information Only Item Page 113 Citizen Comment: C. EXTERNAL AUDITS 1) Horizon House Survey Cara Mullenix-Artigue Recommended Action: Information Only Item Page 117 Citizen Comment: 2) Social Security Admin Representative Payee Audit Cara Mullenix-Artigue Recommended Action: Information Only Item Page 118 Citizen Comment: 3) Annual HCS Audit Cara Mullenix-Artigue Recommended Action: Information Only Item Page 119 Citizen Comment: 4) Superior MCO Cara Mullenix-Artigue Recommended Action: Information Only Item Page 120 Citizen Comment: 5) HHSC-IDD Fiscal Monitoring Review Cara Mullenix-Artigue Recommended Action: Information Only Item Page 121 Citizen Comment: D. TEXAS COUNCIL BOARD OF DIRECTORS MEETING 1) Meeting held April 26-27th J.Brian Eby Recommended Action: Information Only Item Citizen Comment: E. FACILITIES MANAGEMENT No Agenda Items 050224-7 EXECUTIVE DIRECTOR'S REPORT Gianna Harris A. ADMINISTRATION AND BOARD OF TRUSTEES B. BUDGET C. LEGISLATIVE ISSUES D. SERVICES E. HUMAN RESOURCES 050224-8 CLOSED SESSION No Agenda Items 050224-9 OPEN SESSION No Agenda Items 050224-10 ANNOUNCEMENTS J. Brian Eby A.NEXT MEETING 11 a.m., Thursday, July 11, 2024, at the Administration Building, 1000 Brook St., Wichita Falls, TX. 050224-11 OTHER BUSINESS Discussion - Is August Meeting Necessary? 050224-12 ADJOURN J. Brian Eby