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Helen Farabee Centers Board of Trustees Notice - 07/03/2025 Wichita Falls Administrative Office Helen Fara bee P. O.Box 8266,Wichita Falls,TX 76307-8266 1000 Brook Street,Wichita Falls,TX 76301 \\71 ( ' 1 1 1'. R. Phone(940)397-3100 a commitment to caring — Fax(940)397-3150 www.helenfarabee.org ANNOUNCEMENT OF MEETING FULL BOARD MEETING THURSDAY JULY 3, 2025 11:00 a.m. Sue Nunn Conference Room 1000 Brook Ave. Wichita Falls, TX 76301 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 the Wichita Falls Public Library, Wichita Falls, Texas on the 30th day of June, 2025 at 10:00 o'clock a.m. /77aALBC City Clerk Providing Behavioral Health,Intellectual and Developmental Disabilities,and Substance Abuse Outpatient Services Announcement of Meeting Helen Farabee Centers Page 1 of 1 `. ldl I HELEN FARABEE CENTERS e-- BOARD OF TRUSTEES July 3, 2025 11:00 AM 1000 Brook Ave., Sue Nunn Conference, Wichita Falls, TX Agenda Topics MEETING STARTS AT 11:00 A.M. 070325-1 CALL TO ORDER J. Brian Eby A. INTRODUCTION OF GUESTS 070325-2 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." 070325-3 APPROVAL OF MINUTES J. Brian Eby Recommended Action: That the Board of Trustees approves the minutes of the May Board of Trustee meetings. Page 4 Citizen Comment: 070325-4 TRAINING Utilization/ Quality Management Cara Mullenix-Artigue Page 9 070325-5 RECOMMENDATIONS A. BOARD OF TRUSTEES 1) Executive Director Performance Evaluation Melissa Collins Recommended Action: That the Board of Trustees approve the Executive Director's Evaluation Tool prior to the Fiscal Year 2026 Evaluation, and that the Chairman appoint a coordinator. Page 31 Citizen Comment: 2) Appoint Ad-Hoc Committee to Recommend Slate of Officers Melissa Collins Recommended Action: That the Chair of the Board of Trustees appoint an ad-hoc committee to review the functions of the officers and recommend a slate of officers for fiscal year 2026. Page 39 Citizen Comment: 3) Meeting Schedule for Fiscal Year 2026 Melissa Collins Recommended Action: That the Board of Trustees approves the Meeting and Training Schedule for fiscal year 2026. Page 40 Citizen Comment: B. BUDGET AND FINANCE 1) Financial Statements Linda Poenitzsch Recommended Action: That the Board of Trustees approves the financial statements for April 2025 and May 2025. Page 42 April Page 51 May Citizen Comment: 2) Bank Signer Changes Linda Poenitzsch Recommended Action: That The Board of Trustees approve and authorize the Board Chair and Secretary to sign the attached resolution to add new signers on all Center related bank accounts and investment accounts and to page 60 delete those no longer with the center. Citizen Comment: 3)Auditors Letter of Engagement Linda Poenitzsch Recommended Action: That the Board of Trustees accept the attached Letter of Engagement(LOE) from Condley and Company, LLP and authorize the Chair to sign the letter. Page 62 Citizen Comment: 4) Resolution Appointing Investment Officer Linda Poenitzsch Recommended Action: That the Board of Trustees approve and authorize the chair to sign the resolution indicating the Fiscal Year 2024 audit performed by Scott, Singleton, Fincher and Co,P.C. has been reviewed and approved. Page 79 Citizen Comment: 5) Status of Investments Linda Poenitzsch Recommended Action: That the Board of Trustees review and approve the status of investments. Page 81 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 approve the Policy Statements. • 300.5 Lease Policy Statement—No changes Page 84 • 500.1 Clients Rights Policy Statement—(TAC)Updated • 900.2 Continuity of Care Policy Statement—All contracted hospitals listed Citizen Comment: F. PROGRAM AND PERSONNEL 1) Holiday Schedule Kelly Wooldridge Recommended Action: That the Board of Trustees approve the proposed Holiday Schedule for fiscal year 2026 beginning September 1, 2025. Page 95 Citizen Comment: 070325-6 QUARTERLY REPORTS A. ESSENTIAL SERVICES AND CLINICAL ACCOUNTABILITY No Agenda Items B. PLANNING AND NETWORK ADVISORY COMMITTEE 1) 31 d Quarter Report Connie Johnston Recommended Action: Information Only Item Page 97 Citizen Comment: C. EXTERNAL AUDITS 1) TCOOMMI 3RD Qtr Report Cara Mullenix-Artigue Recommended Action: Information Only Item Page 108 Citizen Comment: D. TEXAS COUNCIL BOARD OF DIRECTORS MEETING No Agenda Items E. FACILITIES MANAGEMENT No Agenda Items 070325-7 EXECUTIVE DIRECTOR'S REPORT Gianna Harris A. ADMINISTRATION AND BOARD OF TRUSTEES B. BUDGET C. LEGISLATIVE ISSUES D. SERVICES E. HUMAN RESOURCES 070325-8 CLOSED SESSION No Agenda Items 070325-9 OPEN SESSION No Agenda Items 070325-10 ANNOUNCEMENTS J. Brian Eby A. NEXT MEETING 11 a.m., Thursday,August 7, 2025 at the Administration Building, Sue Nunn Conference Room, 1000 Brook Ave., Wichita Falls, TX. 070325-11 OTHER BUSINESS 070325-12 ADJOURN J. Brian Eby