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Helen Farabee Centers Board of Trustees Notice - 11/07/2024 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 NOVEMBER 7, 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 4th day of November, 2024 at 10:30 o'clock a.m. VV. , B City Clerk Providing Behavioral Health,Intellectual and Developmental Disabilities,and Substance Abuse Outpatient Services Announcement of Meeting Helen Farabee Centers Page 1 of 1 AendlHELEN FARABEE CENTERS BOARD OF TRUSTEES November 7, 2024 - 11:00 AM Sue Nunn Conference Room, 1000 Brook, Wichita Falls, TX Agenda Topics MEETING STARTS AT 11:00 A.M. 110724-1 CALL TO ORDER Jessica Traw A. INTRODUCTION OF GUESTS 110724-2 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." 110724-3 APPROVAL OF MINUTES Jessica Traw Recommended Action: That the Board of Trustees approves the minutes of the September Board of Trustee meetings. Page 4 Citizen Comment: 110724-4 TRAINING Judy Michael Public Funds Investment Training Page 9 110724-5 RECOMMENDATIONS A. BOARD OF TRUSTEES No Agenda Items B. BUDGET AND FINANCE 1) Financial Statements Judy Michael Recommended Action: That the Board of Trustees approves the financial statements for August and September 2024. Page 23 Page 31 Citizen Comment: 2) Texas Council Dues 2025 Judy Michael Recommended Action: That the Board of Trustees approve the Fiscal Year 2025 Dues Commitment with the Texas Council of Community Centers and authorize the Chair and Executive Director to sign the commitment form. Page 38 Citizen Comment: 3) Resolution Appointing Investment Officers Judy Michael Recommended Action: That the Board of Trustees approve and authorize the Board Chair to sign a resolution appointing investment officers. Page 45 Citizen Comment: 4) Status of Investments Judy Michael Recommended Action: That the Board of Trustees review and approve the status of investments. Page 47 Citizen Comment: 5) FY 2025 Budget Judy Michael Recommended Action: That the Board of Trustees approve the FY 2025 Budget. Page 51 Citizen Comment: C. CONTRACTS AND PLANS 1) IDD AUTHORITY SERVICES-Local Provider Network Development Erin Perkins Plan (LPND) Recommended Action: That the Board of Trustees approve the proposed changes on the LIDDA Local Provider Network Development Plan (LPND), previously known as the LIDDA Local Service Plan. Page 57 Citizen Comment: 2) Lease agreement for 1604 Arlington Street Judy Michael Recommended Action: That the Board of Trustees authorize Helen Farabee Center staff to pay the balance on the lease with Hill Oxford One, LLC to fulfill the lease agreement for 1604 Arlington Street. Page 75 Citizen Comment: 3) Abilene Recovery Council Rates Contract Renewal for FY 2025 Judy Michael Recommended Action: That the Board of Trustees ratify the FY25 renewal of contract with Abilene Recovery Council, formerly ARCADA. Page 76 Citizen Comment: D. FACILITIES AND EQUIPMENT No Agenda Items E. POLICIES AND PROCEDURES 1) Policy Statement Summary Sandra Rapson Recommended Action: That the Board of Trustees approve the Policy Statements. 100.1.1 PFIA Investment Policy Statement 100.1.9 Sheriff Ex-Officio Board Members Procedure 200.1 Human Resources Policy Statement 200.2 Human Resources Development(Training)Policy Statement Page 77 200.3 Safety/Risk Management Policy Statement 500.1 Client Rights Policy Statement 800.1 Quality Management Policy Statement 900.13 Early Childhood Intervention Services Policy Statement Citizen Comment: F. PROGRAM AND PERSONNEL 1)Holiday Schedule Revision Kelly Wooldridge Recommended Action: That the Board of Trustees approve the proposed revision to the Holiday Schedule for fiscal year 2025 beginning September 1, 2024. Page 113 Citizen Comment: 110724-6 QUARTERLY REPORTS A. ESSENTIAL SERVICES AND CLINICAL ACCOUNTABILITY 1)FY 24 Death Review Report Andy Martin Recommended Action: Information Only Item Page 114 Citizen Comment: 2)Fourth Qtr Essential Services Report Andy Martin Recommended Action: Information Only Item Page 121 Citizen Comment: B. PLANNING AND NETWORK ADVISORY COMMITTEE 1)Fourth Qtr Report Connie Johnston Recommended Action: Information Only Item Page 122 Citizen Comment: C. EXTERNAL AUDITS 1) Fourth Qtr YES Waiver Sandra Rapson Recommended Action: Information Only Item Page 134 Citizen Comment: 2) Fourth Qtr Substance Use Disorder (SUD) QM Audit Report Sandra Rapson Recommended Action: Information Only Item Page 135 Citizen Comment: 3) Fourth Qtr HHSC Fiscal Monitoring Review Sandra Rapson Recommended Action: Information Only Item Page 136 Citizen Comment: 4) Fourth Qtr ECI QM Review Sandra Rapson Recommended Action: Information Only Item Page 137 Citizen Comment: D. TEXAS COUNCIL BOARD OF DIRECTORS MEETING Meeting coming up November 9'h, 2024 E. FACILITIES MANAGEMENT No Agenda Items 110724-7 EXECUTIVE DIRECTOR'S REPORT Gianna Harris A.ADMINISTRATION AND BOARD OF TRUSTEES B. BUDGET C. LEGISLATIVE ISSUES D. SERVICES E. HUMAN RESOURCES 110724-8 CLOSED SESSION No Agenda Items 110724-9 OPEN SESSION No Agenda Items 110724-10 ANNOUNCEMENTS Jessica Traw A.NEXT MEETING 11 a.m., Thursday, January 9, 2025 at the Administration Building, 1000 Brook St., Wichita Falls, TX. 110724-11 OTHER BUSINESS 110724-12 ADJOURN Jessica Traw