HomeMy WebLinkAbout961588.tiff RESOLUTION
RE: APPROVE FAMILY RESOURCE SERVICE AGREEMENT FOR ELDER CARE IN
1996-97 BETWEEN AREA AGENCY ON AGING AND THE PARTNERSHIP GROUP,
INC., AND AUTHORIZE CHAIR TO SIGN
WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to
Colorado statute and the Weld County Home Rule Charter, is vested with the authority of
administering the affairs of Weld County, Colorado, and
WHEREAS, the Board has been presented with a Family Resource Service Agreement
for Elder Care in 1996-97 between the County of Weld, State of Colorado, by and through the
Board of County Commissioners of Weld County, on behalf of the Weld County Area Agency on
Aging, Carelink Program, and The Partnership Group, Inc., commencing September 15, 1996,
and ending September 14, 1997, with further terms and conditions being as stated in said
agreement, and
WHEREAS, after review, the Board deems it advisable to approve said agreement, a
copy of which is attached hereto and incorporated herein by reference.
NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of
Weld County, Colorado, that the Family Resource Service Agreement for Elder Care in 1996-97
between the County of Weld, State of Colorado, by and through the Board of County
Commissioners of Weld County, on behalf of the Weld County Area Agency on Aging, Carelink
Program, and The Partnership Group, Inc., be, and hereby is, approved.
BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized
to sign said agreement.
The above and foregoing Resolution was, on motion duly made and seconded, adopted
by the following vote on the 11th day of September, A.D., 1996.
BOARD OF COUNTY COMMISSIONERS
4 E ' WELD R�I COUNTY, COLODO
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� 1u 1861 p' Barbara . Kirkmeyer, Chair f/
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® -L-) George . Baxter, Pr -T
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Deputy Cle' o the Board -
Dal Hall
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Ca ,' ,9s TPG HR0067
THE PARTNERSHIP GROUP, INC.
FAMILY RESOURCE SERVICE AGREEMENT
ELDER CARE 1996-97
THIS AGREEMENT is made by and between The Partnership Group, Inc.,
located at 1400 Union Meeting Road, Suite 102, Blue Bell, Pennsylvania, 19422-
1920, hereinafter known as "TPG", Weld County Area Agency on Aging, Carelink
Program, 1551 N. 17th Avenue, Greeley, CO 80632 an Elder Care Referral Agency,
hereinafter known as "ECRA" or "Subcontractor."
WHEREAS, TPG contracts with employers to provide a comprehensive elder
care consultation and referral service to employee-caregivers and spouses of such
employees, and
WHEREAS, a part of the service involves personalized elder care referral
assistance by elder care counselors familiar with the communities where elder care
is needed, and the administration of on-going resource development programs to
stimulate the creation of additional elder care resources in such communities, and
THEREFORE the parties HEREBY AGREE as follows:
1) SCOPE OF SERVICE: The ECRA is responsible for providing
resources/referrals for two levels of service. The "Basic" level of
service consists of a data base search and verification of the
resource/referral information. The "Enhanced" level of service
includes in addition to verification of the resource/referral information,
one or more services such as: extensive research to identify
resources, vacancy checks, an identified need for a response within
an emergency time frame, or a location in which the resources
requested are outside the agency's service area and database.
Delivery of these services is described in (Exhibit 1).
2) NOTICE OF EMPLOYEES TO BE SERVED: Exhibit 2 of this agreement
lists all current TPG clients. Both parties recognize that new clients
will be added from time to time. TPG will use its best efforts to
provide a minimum of 60 days notice prior to the effective date of
service for any new client. However, the ECRA recognizes that such
notice will not always be possible and agrees to use its best efforts to
provide referral assistance to families even if less than 60 days
advance notice is provided.
3) PAYMENT FOR ECRA SERVICES: For the "Basic" service, payment
will be $65.00 per case. For the "Enhanced" service, payment will be
$100.00 per case. This fee will apply to cases referred by TPG as
well as to cases in which the caller contacts the ECRA directly, if the
case is serviced by information from the ECRA. TPG reserves the right
to decide whether to refer the case back to the ECRA, in keeping with
the procedure for handling direct calls specified in Exhibit 1. The
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ECRA will note the level of service at the time referrals are
transmitted to TPG. If the caller requests additional information to
satisfy the same need described in the original service plan within 30
days of the intake date, the ECRA will furnish additional provider
information at no additional cost. The exception will be an increased
payment if the ECRA indicates that additional searches change the
level of service from "Basic" to "Enhanced." A request for additional
referrals based on new needs (defined as changes which require an
entirely new search involving new criteria, such as a different set of
care issues or a different location), will trigger a new payment at the
stated rate. Payment will be made by the 10th business day of each
month for cases closed in the previous month.
4) PERIOD: This Agreement shall be in effect from September 15, 1996,
through September 14, 1997, unless canceled by either party with a
minimum of 30 days notice. If terminated by the ECRA, written
notice shall be sent via registered mail to:
Manager, Network Services
The Partnership Group, Inc.
1400 Union Meeting Road, Suite 102
Blue Bell, Pennsylvania 19422-1920
If terminated by TPG, written notice shall be sent via registered mail
to:
Linda Piper, Director
Weld County Area Agency on Aging
1551 N. 17th Avenue
Greeley, CO 80632
5) TARGETED RESOURCE DEVELOPMENT: The parties recognize that a
portion of the total payment is to be used to support the ECRAs
ongoing resource development.
6) MATERIAL SENT TO FAMILIES: As per the Scope of Service outlined
in Exhibit 1, TPG will format and mail referrals to the family. No
additional educational materials are to be sent to the family by the
ECRA without TPG's prior knowledge and written approval.
7) PROPRIETARY INFORMATION: TPG will provide the ECRA with
samples of educational materials which TPG mails to families, and
with samples of employer communications materials which TPG
provides to employers to assist in notifying employees about TPG's
service. The ECRA agrees to treat such materials as confidential and
proprietary and will not disclose the content or existence of such
materials to anyone other than the ECRA's employees unless prior
written permission is obtained from TPG.
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8) QUALITY MEASUREMENTS: TPG conducts Quality Assurance
reviews with all families utilizing its subcontracted ECRAs. The ECRA
will receive periodic reports of these Quality Assurance measures. (At
the time of this agreement the appropriate measurement for the
service delivery model described herein is under review. When a
decision is made by mutual consent about the appropriate
measurement, specifications will be forwarded by TPG to the ECRA as
an addendum to this agreement.)
9) FAMILY COMPLAINT PROCEDURES: The ECRA shall maintain a
written set of procedures for handling family complaints or concerns
regarding elder care providers. TPG will notify the ECRA immediately
if a caller or elder reports a potential licensing or registration violation
and will advise the complainant to make a report to the appropriate
local authorities. The ECRA shall follow its written complaint
procedures for reporting the complaint to the appropriate state or local
agencies and for temporarily removing the provider from active referral
listings. The ECRA shall notify TPG immediately by telephone, and
subsequently in writing, when a complaint is made by a family
previously referred by TPG or employed by a TPG client company.
10) INSURANCE: The ECRA agrees to use its best efforts to obtain and
maintain comprehensive general and professional liability insurance to
cover all of its operations and activities including those covered by
this Agreement. Nevertheless, TPG shall provide, at no cost to the
ECRA, insurance coverage for those activities undertaken by the
ECRA under this agreement and in conformance with the Scope of
Service outlined in Exhibit 1 . The ECRA recognizes that TPG's
coverage is presently $1,000,000 and is on an occurrence basis with
an exclusion for "AIDS related" claims. TPG also provides additional
coverage through an umbrella policy of up to $4,000,000. TPG
agrees to inform the ECRA about changes in coverage within 30 days
of notification of change.
11) EQUAL OPPORTUNITY: The ECRA hereby certifies that it does and
will continue to abide by all federal, local and state laws, especially
those dealing with equal opportunity, and certifies that it does not and
shall not discriminate according to race, color, religion, sex, national
origin, age, marital status, sexual preference, veteran status, or
handicap.
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12) USE OF EMPLOYER NAMES: The ECRA may list the names of TPG
clients served by the ECRA, provided that the ECRA clearly indicates
that the employer is served by the ECRA through the ECRA's
subcontracted relationship with TPG. TPG's full name must appear
and its relationship to the listed client(s) noted.
13) SOLICITATION OF FUNDS: The ECRA agrees not to solicit funds for
the same enhanced elder care resource and referral services funded
under this contract from any of the employers noted in Exhibit 2
without prior written permission from TPG.
14) INDEPENDENT CONTRACTOR: For the purposes of this Agreement,
the ECRA shall be considered an independent contractor and hereby
covenants and agrees to act in accordance with that status, and the
ECRA, employees and agent of the ECRA shall neither hold
themselves out as nor claim to be officers or employees of TPG, and
shall make no claim for, nor shall be entitled to, worker's
compensation coverage, medical and unemployment benefits, social
security or retirement membership benefits from TPG.
15) CONFIDENTIALITY AGREEMENT: We agree that information disclosed
to The Partnership Group, Inc. ("TPG"), or representatives of TPG, by
a Subcontractor or its employees, and other authorized
representatives in connection with the Subcontractor's agreement to
disclose care provider information to TPG, (the "Information") shall be
treated as strictly private and confidential, and shall not be disclosed
to any third party, by TPG or TPG's employees, and authorized
representatives except as set forth herein. TPG acknowledges that the
Information is and shall remain the property of the Subcontractor.
TPG agrees not to use, without the Subcontractor's written consent,
the Information for any purpose other than to enable TPG to resolve
the care needs of the specific TPG client-employee case for whom the
Subcontractor identified potential caregivers.
TPG further agrees that only those of TPG's employees, and
authorized representatives who TPG determines need to receive the
Information in order to provide service to the TPG client-employee,
shall have access to the Information and such access shall be limited
to only so much of the Information as is necessary for the particular
individual to perform his or her function; and
TPG represents and warrants that all of TPG's employees who shall
have access to the Information are under obligation to TPG:
(a) to hold in confidence all information made available to them
in the course of their employment; and
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(b) to use such Information only for the purpose of providing
service to the TPG client-employee for whom the
Information was identified.
Notwithstanding the above, Information shall not include information
that is or becomes publicly available or that is required by law to be
disclosed by TPG. Information shall be deemed "publicly available" if it
is or becomes a matter of public knowledge or is contained in
materials available to the public, or is obtained by TPG from a source
which, to TPG's knowledge, is not subject to any prohibition against
disclosing the Information to TPG.
16) DISPUTES: If any legal action is hereby brought about by either party
against the other party, the prevailing party will be entitled to
reasonable attorney's fees and court costs.
17) ARBITRATION: In the event of a dispute between parties, by mutual
agreement, the dispute may be settled in accordance with the
Commercial Arbitration Rules of the American Arbitration Association.
18) CHOICE OF LAWS/JURISDICTION: This agreement shall be governed
by the laws of the State of Colorado. The parties hereunder consent
to the personal jurisdiction of the State of Colorado.
19) SEVERABILITY: If any provision of this agreement is held invalid or
unenforceable, the other portions of the Agreement shall nevertheless
continue in full force and effect.
20) MISCELLANEOUS PROVISIONS: One or more copies of the
Agreement may be signed by the parties hereto, each of which copies
shall be deemed an original and all of which shall be deemed to
constitute but one and the same instrument.
21) INTEGRATION: This Agreement contains the entire agreement of the
parties and supersedes all prior oral and written agreements,
understandings, commitments, and practices between the parties,
including all prior agreements whether or not fully performed by the
parties before the date of this Agreement. No amendments to this
Agreement may be made except by a writing signed by both parties.
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22) EXHIBITS: The following Exhibits are hereby incorporated into this
Agreement by reference:
Exhibit 1 Scope of Service
Exhibit 2 Client List
23) AGREEMENT: This Agreement is solely between TPG, its successors,
assignees, parent subsidiaries, affiliated and related entities, and
ECRA. No other agency, organization, business entity or person is a
party to this agreement.
AUTHORIZED SIGNATURES:
For TPG For ECRA:
e q(26.1q(0 , ev. iC : 9/8/96
Michelle J. Irvin Daly Linda Piper, Dir. Date
Manager, Network Services Weld County Area Agency on
Aging
air, Boar f Coun C•, mis oners /�� ���
L.i1861 rff 1 j, EST:
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DEP CLE TO THE BOARD
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Exhibit 1
Scope of Service for Elder Care Referrals
Overview of case management
At TPG we are dedicated to providing a comprehensive and customer focused
benefit to our corporate clients and client families. We work in partnership with
Subcontractor organizations to provide a seamless service in which the client
employee has contact with only one individual, the TPG Case Manager.
Case management involves a three-phase process in which the TPG Case Manager
assesses the needs of the client employee, works with the Subcontractor to provide
resources/referrals to the client employee, and follows up to assure that the highest
quality of service and resources were provided. The following step-by-step process
describes the information flow from the client employee, to the TPG Case Manager,
to the Subcontractor, and back to the client employee through the TPG Case
Manager.
Case management procedures
Assessment phase
A. The client employee (herein referred to as "Caller") contacts TPG. The
TPG Case Manager engages in a counseling dialogue with the Caller
with several goals in mind:
1 . Assess the Caller's needs
2. Obtain intake data to create a Case Description
3. Develop a customized Service Plan
II Referral phase
A. The TPG Case Manager contacts the Subcontractor in order to obtain
resources/referrals. Communication of the Case Description and the
Service Plan generally involves a fax from the TPG Case Manager,
followed by a phone call from us to verify receipt of the fax. The
Subcontractor will contact TPG as needed, to clarify information.
1 . The Case Description includes the following information which will
enable the Subcontractor to identify appropriate referrals for the
Caller.
a. Clear explanation of the issues/needs
b. Statement of urgency of need
c. Reason service is needed
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d. Desired geographic location for referral search
e. Any personalized criteria
2. The Service Plan includes the following information:
a. Type of service needed
b. Date care needed (if any)
c. Date and time by which TPG Case Manager needs the
referral information
3. The TPG Case Manager is responsible for providing support and
guidance to the Subcontractor in order for both to work in
partnership to help the Caller.
B. The Subcontractor will provide a minimum of 3-7 referrals for each
service need.
1 . The Subcontractor will complete a search of the database and
make verification phone calls to the resources (including vacancy
checks if requested), for the purpose of confirming the accuracy
of the information about services offered by the resource.
2. The Subcontractor is responsible for communicating any problems
relating to the Service Plan. These problems may include a scarcity
or lack of resources or meeting the required response time.
3. The Subcontractor will provide a list of resources/referrals and
send them by fax to the TPG Case Manager within twelve (12)
business hours. If the case has been designated as an emergency,
then it is expected that the Subcontractor will have referrals within
six (6) business hours. When working on a challenging case,
response time will be adjusted as determined by the TPG Case
Manager and the ECRA Consultant.
4. TPG will format, print, and mail provider profiles to the family.
5. The Subcontractor will provide other options or alternatives for
the caller when it is not possible to provide the required minimum
of three referrals.
6. The Subcontractor will note the level of service (basic or
enhanced) at the time referrals are transmitted to TPG.
7. In the event that the Subcontractor is a provider of a particular
service requested, every effort should be made to provide
additional alternatives to avoid the appearance of any conflict of
interest.
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C. Direct calls to the Subcontractor by the Caller should be handled as
follows:
1 . In case of an emergency need, resources/referrals should be
provided verbally to the Caller by the Subcontractor as soon as
possible, within six (6) business hours. The Subcontractor should
set the expectation that a TPG Case Manager will call the family,
and will identify a convenient time for TPG to contact the family.
The Subcontractor should call TPG to advise that an emergency
referral is in process, within one (1) hour of receipt of the call,
allowing for extenuating circumstances. The Subcontractor should
provide identifying information about the Caller and describe the
nature of the emergency. The Subcontractor should fax referral
and case information to TPG as soon as referrals are provided
verbally to the Caller.
2. If the direct call is not an emergency, the Subcontractor should set
the expectation that a TPG Case Manager will call the family, and
will identify a convenient time for TPG to contact them. The
Subcontractor will then contact TPG by phone or fax to provide
contact information about the caller. The Subcontractor also will
give the family the option to call TPG by giving them our toll free
number. In all cases, the Subcontractor will notify TPG within four
business (41 business hours of the call.
III Case close-out phase
A. The TPG Case Manager will make a follow-up call to the Caller to
assure that he/she was provided with the highest quality of service
and resources/referrals.
B. In the event that the Caller was not satisfied with the
referrals/resources or they did not meet the criteria agreed to in the
Service Plan, the TPG Case Manager will notify the Subcontractor so
that a further search of resources can be conducted.
C. The case will be closed by TPG when the caller indicates that his/her
need has been resolved. The TPG Case Manager will inform the
Subcontractor that the Caller was satisfied with the requested
information and will indicate the date the case was closed. TPG will
make every attempt to close cases thirty (30) days from intake.
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Database Information on Elder Care Service Providers and Programs
The following information, as applicable, should be kept as a minimum on each elder
care service provider and should be updated as often as necessary to provide
accurate up-to-date referrals to Callers.
1 . Provider's name, address, contact person, and telephone number
2. License or registration status
3. Days and hours open; holidays closed
4. If transportation is provided, or location of nearest public transportation
5. Information about fees, subsidies, and other financial aid
6. Eligibility information
7. Application procedure and whether there is a current waiting list
8. Information regarding capability to manage Alzheimer's cases
9. Brief program description, including auxiliary services or special facilities
The ECRA is expected to maintain a resource file that includes all providers of elder
care services in its service area. This resource file should include both public and
private agencies, programs, and services. Available services and information about
specific programs should include but not be limited to the following:
In-home services Transportation
Housekeeping Medical
Home repairs Handicapped
Laundry Recreational
Meal preparation Public transportation
Medication check Nutritional needs
Companionship
Shopping assistance Socialization/recreation
Emergency response systems Senior centers
Geriatric assessment Adult day care
Personal care needs
Chore service Nursing homes
Telephone reassurance Information
Weatherization Placement information
Skilled Care Facilities
Nutritional services Intermediate Care Facilities
Home delivered meals Custodial Care Facilities
Grocery delivery
Congregate meals Health Insurance
Special diets Medicare
Medicaid
Caregiver issues Supplemental insurance
Support groups Private insurance
Information HMO
Education Long term care insurance
Respite care
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Financial
Social Security
Pensions
Veterans benefits
Estate planning
Supplemental Security Income
Mental Health
Alzheimer support group
Widow's support group
Bereavement
Counseling
Respite Services
In home
In the community
Case Management Services
Hospice Care
In home
In the community
Legal issues
Power of attorney
Durable power of attorney
Living will
Will
Legal aid
Conservatorship/guardianship
Advocacy
Abuse/neglect issues
Living Arrangements
Shared housing
Personal care facilities
Congregate care facilities
Retirement communities
Continuing care communities
Subsidized housing
At home care
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44101(tati MEMORAnDU
W�`,O� Barbara S. unty eyer, Chair
7o Board of County Commissioners Date September 6, 1996
COLORADO From Walter J. Speckman, Executive Director, Human Services O,t
Subject: Service Agreement between the Weld County Area Agency on Aging and
The Partnership Group, Inc.
Enclosed for Board approval is an agreement between the Weld County Area Agency on Aging and
The Partnership Group, Inc. This is a family resource service agreement. The Partnership Group
contracts with employers nationwide to provide comprehensive elder care consultation and referral
to employee caregivers and their spouses.
Under the terms of this agreement the Weld County Area Agency on Aging Carelink Program will
provide resources and referrals to Partnership Group clients within the local catchment area which
includes Larimer, Weld, Morgan, Logan, Washington, Yuma, Phillips, and Segwick counties.
The Weld County Area Agency on Aging Carelink Program will be reimbursed $65.00 for each
basic referral service and $100.00 for each enhanced referral service.
The terms of this agreement begin September 15, 1996 and end September 14, 1997.
Please contact Linda Piper at extension 3320 if you have further questions.
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