HomeMy WebLinkAbout20241275.tiffLov-A-vack-OttS113
Memorandum
TO: Kevin Ross, Chair Board of County
Commissioners
FROM: Jason Chessher, Director of Public Health and
Environment
DATE: May 10, 2024
SUBJECT: Contract with Third Horizon Strategies FY24
For the Board's approval is a Contract between Third Horizon Strategies and the Board
of County Commissioners of Weld County for the use and benefit of the Weld County
Department of Public Health and Environment (WCDPHE).
The contract between the Weld County Department of Public Health & Environment and
Third Horizon Strategies is a component of the work plan for the contract between the Weld
County Department of Public Health & Environment and State of Colorado, Department of
Public Health and Environment (CDPHE) for the Preventive Block Grant (PBG) managed
by the Office of Public Health Practice, Planning, and Local Partnership. This contract will
support WCDPHE's efforts to facilitate a collaborative with health -serving organizations in
Weld and Larimer Counties to reduce duplication of and increase effectiveness of health
assessment activities. Funds from the Preventive Block Grant with CDPHE will be used to
cover the costs of the contract with Third Horizon Strategies.
The time period of this contract is from May 2024, through August 15, 2024.
The Board approved the contract with the Colorado Department of Public Health and
Environment for the Preventive Block Grant on October 2, 2023.
I recommend approval of this contract with Third Horizon Strategies.
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2024-1275
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WELD COUNTY AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN WELD COUNTY & THIRD HORIZON STRATEGIES (REGIONAL ASSESSMENT COORDINATION
PROPOSAL)
THIS AGREEMENT is made and entered into this NINTH day of MAY, 2024, by and between the County of
Weld, a body corporate and politic of the State of Colorado, by and through its Board of County Commissioners, whose
address is 1150 "O" Street, Greeley, Colorado 80631 hereinafter referred to as "County," and THIRD HORIZON
STRATEGIES, who whose address is 515 N.STATE STREET, SUITE 300 CHICAGO, IL 60654, hereinafter referred to
as "Contractor".
WHEREAS, County desires to retain Contract Professional as an independent Contract Professional to perform
services as more particularly set forth below; and
WHEREAS, Contract Professional has the ability, qualifications, and time available to timely perform the services,
and is willing to perform the services according to the terms of this Agreement.
WHEREAS, Contract Professional is authorized to do business in the State of Colorado and has the time, skill,
expertise, and experience necessary to provide the services as set forth below;
NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto
agree as follows:
1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in Exhibit A which
forms an integral part of this Agreement. Exhibit A is specifically incorporated herein by this reference.
2. Service or Work. Contractor agrees to procure the materials, equipment and/or products necessary for the Project and
agrees to diligently provide all services, labor, personnel and materials necessary to perform and complete the Project
described in Exhibit A.
3. Term. The term of this Agreement begins upon the date of the execution of this Agreement by County, and shall continue
through and until Contractor's completion of the responsibilities described in Exhibits A. This contract may be extended
annually upon written agreement of both parties.
4. Termination. County has the right to terminate this Agreement, with or without cause on thirty (30) days written notice.
Furthermore, this Agreement may be terminated at any time without notice upon a material breach of the terms of the
Agreement.
5. Extension or Modification. Any amendments or modifications to this agreement shall be in writing signed by both
parties. No additional services or work performed by Contractor shall be the basis for additional compensation unless and
until Contractor has obtained written authorization and acknowledgement by County for such additional services.
6. Compensation/Contract Amount. Upon Contractor's successful completion of the Project, and County's acceptance
of the same, County agrees to pay an amount no greater than SAM, which is the amount set forth in Exhibit A. County
will not withhold any taxes from monies paid to the Contractor hereunder and Contractor agrees to be solely responsible for
the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement.
Contractor will bill County in four equal installments, monthly for the life of the project.
7. Independent Contractor. Contractor agrees that it is an independent Contractor and that Contractor's officers, agents
or employees will not become employees of County, nor entitled to any employee benefits from County as a result of the
execution of this Agreement. Contractor shall perform its duties hereunder as an independent Contractor. Contractor shall
be solely responsible for its acts and those of its agents and employees for all acts performed pursuant to this Agreement.
Contractor, its employees and agents are not entitled to unemployment insurance or workers' compensation benefits through
County and County shall not pay for or otherwise provide such coverage for Contractor or any of its agents or employees.
8. Subcontractors. Contractor acknowledges that County has entered into this Agreement in reliance upon the particular
reputation and expertise of Contractor. Contractor shall not enter into any subcontractor agreements for the completion of
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this Project without County's prior written consent, which may be withheld in County's sole discretion.
9. Ownership. All work and information obtained by Contractor under this Agreement or individual work order shall
become or remain (as applicable), the property of County.
10. Confidentiality. Contractor agrees to keep confidential all of County's confidential information. Contractor agrees
not to sell, assign, distribute, or disclose any such confidential information to any other person or entity without seeking
written permission from the County. Contractor agrees to advise its employees, agents, and consultants, of the confidential
and proprietary nature of this confidential information and of the restrictions imposed by this agreement.
11. Warranty_ Contractor warrants that the services performed under this Agreement will be performed in a manner
consistent with the standards governing such services and the provisions of this Agreement. Contractor further represents
and warrants that all services shall be performed by qualified personnel in a professional and workmanlike manner,
consistent with industry standards, and that all services will conform to applicable specifications.
12. Acceptance of Services Not a Waiver. In no event shall any action by County hereunder constitute or be construed
to be a waiver by County of any breach of this Agreement or default which may then exist on the part of Contractor.
Acceptance by the County of, or payment for, the services completed under this Agreement shall not be construed as a
waiver of any of the County's rights under this Agreement or under the law generally.
13. Insurance and Indemnification. Contractor shall procure at least the minimum amount of automobile liability
insurance required by the State of Colorado for the use of any personal vehicle. Proof of said automobile liability insurance
shall be provided to County prior to the performance of any services under this Agreement. Professional Liability (Errors
and Omissions Liability) The policy shall cover professional misconduct or lack of ordinary skill for those positions
defined in the Scope of Services of this contract. Contract Professional shall maintain limits for all claims covering wrongful
acts, errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or in the course of
operations under this Contract resulting from professional services. In the event that the professional liability insurance
required by this Contract is written on a claims -made basis, Contract Professional warrants that any retroactive date under
the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained or an
extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is
completed.
Minimum Limits:
Per Loss
Aggregate
$ 1,000,000
$ 2,000,000
14. Indemnity. The Contractor shall defend, indemnify and hold harmless County, its officers, agents, and employees,
from and against injury, loss damage, liability, suits, actions, or claims of any type or character arising out of the work done
in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers'
compensation law or arising out of the failure of the Contractor to conform to any statutes, ordinances, regulation, law or
court decree.
15. Non -Assignment. Contractor may not assign or transfer this Agreement or any interest therein or claim thereunder,
without the prior written approval of County.
16. Interruptions. Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or
otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable
control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes or Governmental actions.
17. Compliance with Law. Contractor shall strictly comply with all applicable federal and State laws, rules and regulations
in effect or hereafter established, including without limitation, laws applicable to discrimination and unfair employment
practices.
18. Non -Exclusive Agreement. This Agreement is nonexclusive and County may engage or use other Contractors or
persons to perform services of the same or similar nature.
19. Entire Agreement/Modifications. This Agreement including the Exhibits attached hereto and incorporated herein,
contains the entire agreement between the parties with respect to the subject matter contained in this Agreement. This
instrument supersedes all prior negotiations, representations, and understandings or agreements with respect to the subject
matter contained in this Agreement. This Agreement may be changed or supplemented only by a written instrument signed
by both parties.
20. Fund Availability. Financial obligations of the County payable after the current fiscal year are contingent upon funds
for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by County does
not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year.
21. Employee Financial Interest/Conflict of Interest — C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories to
this Agreement state that to their knowledge, no employee of Weld County has any personal or beneficial interest
whatsoever in the service or property which is the subject matter of this Agreement.
22. Severability. If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable by a
court of competent jurisdiction, this Agreement shall be construed and enforced without such provision, to the extent that
this Agreement is then capable of execution within the original intent of the parties.
23. Governmental Immunity. No term or condition of this contract shall be construed or interpreted as a waiver, express
or implied, of any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental
Immunity Act §§24-10-101 et seq., as applicable now or hereafter amended.
24. No Third Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions
of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties
and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included
in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties
receiving services or benefits under this Agreement shall be an incidental beneficiary only.
25. Board of County Commissioners of Weld County Approval. This Agreement shall not be valid until it has been
approved by the Board of County Commissioners of Weld County, Colorado or its designee.
26. Choice of Law/Jurisdiction. Colorado law, and rules and regulations established pursuant thereto, shall be applied in
the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by
reference which conflicts with said laws, rules and/or regulations shall be null and void. In the event of a legal dispute
between the parties, Contractor agrees that the Weld County District Court shall have exclusive jurisdiction to resolve said
dispute.
27. Public Employment Retirement Program. Contractor is responsible for notifying Weld County of any previous
participation in the Colorado Public Employee Retirement Program. Contractor must notify Weld county of the most recent
employment for a PERA contributing employer.
28. Public Contracts for Services C.R.S. §8-17.5-101. Contractor certifies, warrants, and agrees that it does not
knowingly employ or contract with an illegal alien who will perform work under this contract. Contractor will confirm the
employment eligibility of all employees who are newly hired for employment in the United States to perform work under
this Agreement, through participation in the E -Verify program or the State of Colorado program established pursuant to
C.R.S. §8-17.5-102(5)(c). Contractor shall not knowingly employ or contract with an illegal alien to perform work under
this Agreement or enter into a contract with a subcontractor that fails to certify with Contractor that the subcontractor shall
not knowingly employ or contract with an illegal alien to perform work under this Agreement. Contractor shall not use E -
Verify Program or State of Colorado program procedures to undertake pre -employment screening or job applicants while
this Agreement is being performed. If Contractor obtains actual knowledge that a subcontractor performing work under the
public contract for services knowingly employs or contracts with an illegal alien Contractor shall notify the subcontractor
and County within three (3) days that Contractor has actual knowledge that a subcontractor is employing or contracting
with an illegal alien and shall terminate the subcontract if a subcontractor does not stop employing or contracting with the
illegal alien within three (3) days of receiving notice. Contractor shall not terminate the contract if within three days the
subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an
illegal alien. Contractor shall comply with reasonable requests made in the course of an investigation, undertaken
pursuant to C.R.S. §8-17.5-102(5), by the Colorado Department of Labor and Employment. If Contractor participates in
the State of Colorado program, Contractor shall, within twenty days after hiring an new employee to perform work under
the contract, affirm that Contractor has examined the legal work status of such employee, retained file copies of the
documents, and not altered or falsified the identification documents for such employees. Contractor shall deliver to County,
a written notarized affirmation that it has examined the legal work status of such employee, and shall comply with all of the
other requirements of the State of Colorado program. If Contractor fails to comply with any requirement of this provision
or of C.R.S. §8-17.5-101 et seq., County, may terminate this Agreement for breach, and if so terminated, Contractor shall
be liable for actual and consequential damages.
Except where exempted by federal law and except as provided in C.R.S. § 24-76.5-103(3), if Contractor receives federal or
state funds under the contract, Contractor must confirm that any individual natural person eighteen (18) years of age or older
is lawfully present in the United States pursuant to C.R.S. § 24-76.5-103(4), if such individual applies for public benefits
provided under the contract. If Contractor operates as a sole proprietor, it hereby swears or affirms under penalty of perjury
that it: (a) is a citizen of the United States or is otherwise lawfully present in the United States pursuant to federal law, (b)
shall produce one of the forms of identification required by C.R.S. § 24-76.5-101, et seq., and (c) shall produce one of the
forms of identification required by C.R.S. § 24-76.5-103 prior to the effective date of the contract.
29. Acknowledgment. County and Contractor acknowledge that each has read this Agreement, understands it and agrees
to be bound by its terms. Both parties further agree that this Agreement, with the attached Exhibits A and B, is the complete
and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements, oral or written,
and any other communications between the parties relating to the subject matter of this Agreement.
IN WITNESS WHEREOF, the parties hereto have signed this Agreement this NINTH day of MAY, 2024.
CONTRACTOR:
Third Horizon Strategies LLC
By: 6.-0-PJ
Name: Greg Williams
Title: President
Date 5/10/24
WELD COUNTY:
ATTEST: 'Jv• a:
Weld County Clerk to the Board
BY O./[/�r� i1 t Wi
Deputy Clerk to the Board
BOARD OF COUNTY COMMISSIONERS
WELD COUNTY D
0
KEVIN D. ROSS, Chair
MAY 2 0 2024
O2,O,2 Az
Exhibit A
Lead Agency: Weld County Department of Public Health and Environment (WCDPHE)
Olivia Egen, MPH DrPH, Public Health Initiatives Supervisor
1555 N. 17th Avenue, Greeley, CO 80631
(970) 400-2387 oegen(atweld.gov
Proposed Scope of Work:
• Coordinate and facilitate a series of small group meetings aimed at increasing regional assessment
and evaluation collaboration, specifically in regard to Health Equity and Mental Health.
Since last year (2023) WCDPHE and regional healthcare and public health partners (Larimer
County Health Dept., Health District of Norther Larimer County, UCHealth, Banner, Sunrise, and
Salud) have begun to meet in order to identify and prioritize in what ways we can partner. This
strategic regional assessment collaborative in Weld and Larimer Counties is working to identify how
organizations can collaboratively collect, analyze, and disseminate data on health needs and
assets, health outcomes, and healthcare in the region. The creation of a regional collaborative
around community health assessment processes, not just for implementation of health improvement
activities, will be transformative, ensure better alignment and utilization of resources on data -related
activities, strengthen partnerships, and increase community buy -in.
The overall purpose of the facilitated small group meetings is to identify the ways in which we can
partner on some unifying themes in the assessment realm — Health Equity and Mental Health. The
expected outcome from these meetings is the identification of actionable next steps for short-term
and long-term partnership.
Vendor Requirements:
Vendor will coordinate and facilitate a series of 3-5 virtual small group meetings (1 hour in length),
which build on one another.
Vendor will invite the participants to the small group meetings (activities may include drafting and/or
sending invitation emails and conducting scheduling polls with participants). Expectation is to meet
every 2-3 weeks to maintain momentum in the planning process.
Vendor will determine all logistics for the small group meetings. Meeting materials including
agenda, presentation, and follow-up notes (to include a summary of decisions made, action
items/next steps, and key discussion themes).
Vendor will develop small group meeting facilitation activities in conjunction with WCDPHE (may
include small breakout groups and use of interactive tools such as Jamboards, in -meeting polling,
and/or Mentimeter in order to move towards consensus).
Two 30 -minute planning meetings with WCDPHE to review/confirm meeting approach and intended
outcomes. One meeting prior to small group meetings and one meeting after the second small
group meeting has taken place.
Vendor will facilitate, record and/or take notes, and write Actionable Next Steps Report that includes
the following:
o Summary of the meetings with overall focus on agreed -upon short and long-term objectives
and recommendations for actionable next steps.
• Deliver initial findings no more than 5 business days after completion of small group meetings.
• Deliver a final Actionable Next Steps Report no later than August 15, 2024.
• Final requirements may be determined once the contractor and WCDPHE initially meet.
Weld County Department of Public Health and Environment (WCDPHE) Duties:
• Provide a list of partner organization contacts for vendor.
• Work with vendor to develop small group meeting facilitation activities.
• Provide additional information on the Weld Larimer Regional Assessment Coordination group and
meetings which have been held to -date.
Exhibit B
THIRD HORIZON
STRATEGIES
Regional Assessment Coordination Proposal: Conduct
Small Group Meetings for Weld County Public Health
Prepared for:
Olivia Egen, MPH, DrPH
Public Health Initiatives Supervisor
Weld County Department of Public
Health and Environment
Prepared by:
Third Horizon Strategies
Mindy Klowden, MNM, Managing
Director for Behavioral Health
Mindy@thirdhorizonstrategies.com
(303) 884-2670
April 25, 2024
THS Proposal for Weld County Department of Public Health and Environment
Background
Weld County Department of Public Health and Environment (WCDPHE) is a local health department
whose mission is to serve Weld County by cultivating partnerships to promote public health and
environmental quality through the delivery of relevant, innovative and cost-effective services. WCDPHE
has been collaborating with other regional healthcare and public health providers through the Weld
Larimer Regional Assessment Coordination group to explore collective strategies to collect, analyze and
disseminate community health assessment data to shed light on health needs, assets and health
outcomes for the region.
Third Horizon Strategies is a strategic, boutique advisory firm focused on shaping a future system that
actualizes a sustainable culture of health nationwide. The firm offers a 3600 view of complex challenges
across three horizons — past, present, and future —to help industry leaders and policymakers interpret
signals and trends; design integrated systems; and enact changes so that all communities, families, and
individuals can thrive. Learn more at www.thirdhorizonstrategies.com.
THS' mission and core values are highlighted below.
Mission: We push against the status quo by designing integrated health and social systems so all
communities, families, and individuals can thrive.
Core Values:
Impact Driven: We relentlessly pursue transformation and reflect that commitment in
our daily work and interactions with clients and communities.
Mission Obsessed: We strategically align ourselves with public and private entities to
advance our mission to create a sustainable culture of health and well-being.
Equity -Centered: We strive for equity in all we do and advance equitable care delivery
systems so all individuals, families, and communities can thrive.
Knowledge Powered: We bring subject matter expertise to strategically address market
and community needs while embracing and learning from different perspectives.
Collectively, the firm's team has decades of experience providing consultation and working in community -
based behavioral health systems. Team members have an in-depth knowledge of best practices for
collaboration efforts among partner agencies, community led strategic planning, the collective impact
framework, data collection methodologies and equity centered design strategies, with far-reaching work
with federal, state, and local government agencies, state Medicaid agencies, Single State
Agencies/Mental Health authorities, federally qualified health centers, local public health entities,
community behavioral health providers, and philanthropy. THS' work in mental health and substance use
disorder treatment is deeply personal, as several team members have direct and/or familial experience
engaging with behavioral health delivery systems.
THS team members are highly sought after to conduct and lead strategic planning processes, perform
policy and data analytics, and perform environmental scans/landscape analyses. The firm is well
positioned to assist the Weld County Department of Public Health and Environment and its partners in
developing concrete ways regional partners can collaborate to collect, analyze and disseminate health
data in addition to determining the best path to achieving better alignment and utilization of resources
resulting in long-term partnership across the region.
n V
THIRD HORIZON
2
THS Proposal for Weld County Department of Public Health and Environment
Project Overview
THS proposes to serve as a facilitator for Weld County Department of Public Health and Environment and
its partner organizations. Through the following activities, THS will fulfill the engagement objectives.
Kick -Off and Discovery (Upon Execution of Contract -May 31)
THS will meet with Weld County Department of Public Health and Environment leadership to better
understand the Weld Larimer Regional Assessment Coordination group's work to date and aspirations for
future collaboration efforts and outcomes. This meeting will also be an opportunity to review and confirm
the meeting approach and intended outcomes and develop the small group meeting facilitation activities.
As part of discovery efforts, THS will review current Community Health Needs Assessment Reports and
other regional data utilized by partner organizations to identify commonalities and differences in
methodology, data sources, and dissemination strategies. This will allow for a holistic view of the items
each organization is currently measuring and will help to identify common themes and items that could
be standardized across the region.
Small Group Meetings Facilitation (June 3 —July 31)
THS will provide facilitation support to the Weld Larimer Regional Assessment Coordination group in a
series of 3-5 virtual meetings focused on identifying ways the group can collaboratively collect, analyze,
and disseminate data on health needs and assets, health outcomes, and healthcare in the region. Group
meetings will consist of the following components with the overall goal of identifying actionable steps the
group can take in the short-term and long-term to standardize data collection across the region and
utilize health outcomes data to strategize around implementation activities to improve the health and
well-being of all Weld County residents.
The first small group meeting will begin with a facilitated discussion to gain further insight into
current data collection methodologies and any individual thoughts related to possible outcomes
from this coordinated effort
Based on the information gathered during Discovery, THS will work with the group to identify
goals associated with the collection and dissemination of data as it relates to the identified
priority areas of Health Equity and Mental Health
THS will present common themes identified by group members as a starting place to develop
objectives for the collection and dissemination of county health outcomes data
THS will work with the partner organizations to identify and strategize around the appropriate
method to display and disseminate county health outcomes data. This could include building out
a data dashboard for public view that focuses on the identified goals and objectives or another
dissemination method as identified by the group
THS will work with the Weld Larimer Regional Assessment Coordination Group to build out a
governance structure that would identify the responsibilities of partner organizations associated
with the sharing of data and agreed -upon intervals for updates
THS will build in a structure that allows for the free sharing of ideas amongst partner
organizations and ultimately leads to a collective impact model that takes into account the
specific attributes of individual organizations and seeks to provide a strategic and unified
messaging approach for health and well-being across the region
Check -In (June 24 —June 28)
3
THS Proposal for Weld County Department of Public Health and Environment
THS will meet with Weld County Department of Public Health and Environment leadership after the
second small group meeting to gauge progress towards the identified outcomes and plan for the
remaining small group meetings.
Delivery of Initial Findings (August 7, 2024)
Facilitators will compile initial findings and present an outline of the anticipated content for the final
written report no later than five days after the completion of the final small group meeting.
Actionable Next Steps Written Report (August 15, 2024)
Facilitators will compile findings into a professionally written Actionable Next Steps report to be shared
with the Weld County Department of Public Health and Environment and the coordination group. The
report will include agreed -upon short and long-term objectives and recommendations for actionable next
steps.
Timeline and Pricing
THS proposes a project -based fee of $19,272 to complete the proposed scope of work. THS will bill
Weld County Department of Health in four equal installments monthly for the life of the project.
To determine project cost, THS leveraged a fee schedule and the estimated hours to fulfill the scope of
work. THS reduced project fees by 20 percent across the board, recognizing Weld County Department
of Health's standing as a public, mission -driven organization.
Estimated Hours
Discounted Hourly
Rate Cost
Discounted Project
Fee
73
$264
$19,272
THS does not anticipate any hard costs/operating costs for this engagement.
Relevant Experience
THS has extensive experience nationally and within Colorado, managing system -level planning efforts to
address complex community issues, and the firm's consultants have expert facilitation and data analytic
skills. A few examples include:
Boulder County Regional Opioid Council: Boulder County, Colorado, competitively selected THS
to facilitate its strategic planning process and evaluate the impact of its investments in opioid
abatement funds. THS facilitates monthly meetings and planning retreats for the council's
Operations Board and works collaboratively with the board to define short- and long-term
funding priorities and key performance indicators. THS brings a health equity lens to the
proceedings and engages community members to ensure the participation of underserved
populations and people with lived experience in advising and decision -making. THS is also
designing a programmatic and impact evaluation to help the county gauge its level of success in
mitigating the opioid epidemic.
4
THIRD HORIZON
STRATFCIFS
THS Proposal for Weld County Department of Public Health and Environment
Colorado Certified Community Behavioral Health Clinics (CCBHC) Learning Collaborative:
Under the auspices of CBHC, the state association, THS served as facilitator and consultant to the
CCBHC) learning collaborative for two years. The collaborative included North Range of Weld
County and Summitstone from Larimer County. THS provided SAMHSA CCBHC-E grantees with
individualized coaching and technical assistance to ensure the successful implementation of the
model. THS conducted organizational assessments to determine each grantee's level of readiness
and assist them in making necessary clinical, operational, or strategic changes to meet the
attestation requirements. THS also coordinated monthly learning sessions for grantees consisting
of didactic presentations from guest presenters and "round robin" facilitated dialogue to share
best practices and lessons learned.
Health Colorado, Inc.: A Regional Accountable Entity (Managed Care Organization) under
contract with Colorado's Medicaid program chose THS to facilitate its yearlong strategic planning
process. THS facilitated a series of planning retreats, partnered with the board of directors to
define strategic priorities and SMART goals, and supported the executive director with
implementation.
San Luis Valley Behavioral Health Group: THS has facilitated a strategic planning process and
supported team building for the organization's evolving leadership structure over the past two
years. THS has conducted an environmental scan of pertinent behavioral health issues,
interviewed board members and senior management team members, and facilitated a series of
planning retreats.
Signal Behavioral Health: Signal has engaged THS as a strategic advisor for the last three years.
As the Managed Service Organization (MSO) for 36 counties in Colorado and a state -authorized
Crisis Administrative Services Organization (ASO), Signal strives to foster a high -quality, equitable,
and affordable network of services for Coloradans struggling with SUD or a mental health crisis.
THS provides strategic guidance as Signal seeks to sustain or expand programming and navigate
the changing health care landscape.
Solvista Health: THS conducted a four -county behavioral health needs assessment for this client
in south-central Colorado. THS used a mixed methods approach, including a) secondary
quantitative data collection from existing, publicly available state and local data and reports and
Solvista Health's clinic/EHR data, and b) qualitative data collection through a series of four
community focus groups facilitated by THS which engaged people from each county in Solvista
Health's service area, including partner/referral organizations, public health departments,
consumers/family members, advocates, and staff.
The Margolis Center for Health Policy at Duke University: With funding awarded through a
competitive grant from the Elevance Health Foundation, THS is collaborating with the Margolis
Center for Health Policy at Duke University to create a series of toolkits and playbooks for
policymakers to maximize the use of opioid settlement funds in local communities. As part of this
work, THS was instrumental in developing the Opioid Abatement Needs and Investment Tool, an
interactive data tool designed to assist local, municipal, and state -level leaders in addressing the
opioid epidemic (see https://healthpolicy.duke.edu/opioidtools)
Indiana Division of Mental Health and Addiction (DMHA) Mobile Integrated Response System
Evaluation: The State of Indiana's Division of Mental Health and Addiction competitively chose
THS to evaluate the State Opioid Response -funded Mobile Integrated Response System (MIRS)
statewide program. This multi -year engagement includes the development of a complete
program evaluation, strategic pathway, and sustainability plan for the MIRS currently federally
grant -funded sites. In 2023, THS collected in-depth qualitative information from site visits to each
MIRS-funded program, analyzed required statewide and individual site Government Performance
THS Proposal for Weld County Department of Public Health and Environment
Results Act (GPRA) data, and conducted ongoing strategic consultation with DMHA. The
evaluation report can be found here.
New York State Office of Addiction Services and Supports (OASAS) "Restructure Addiction
Services Financing": New York OASAS competitively selected THS in 2023 to provide consulting
services with the aim to seek alternative funding approaches that will provide greater equity in
the funding of addiction services (including SUD and problem gambling) while maintaining
compliance with state and federal rules. THS will review the current system of net deficit
financing for OASAS-covered services, assess the applicability of new payment methodologies to
service modalities, engage key stakeholders, and assist with implementing strategic
recommendations.
Montgomery County, PA, Department of Health and Human Services, Division of Mental
Health: Montgomery County, PA competitively selected THS to evaluate its local behavioral
health crisis system and make strategic, data -informed recommendations to improve the system.
THS collaborates closely with the county to engage stakeholders through a community advisory
group, key informant interviews, focus groups, and work planning sessions. Areas of focus to date
have included local implementation and coordination of 9-8-8, developing case studies to help
inform the advancement of a potential new crisis resource center and identifying opportunities to
enhance outpatient behavioral health treatment. This work culminated in developing a
"Behavioral Health Crisis System Enhancement Plan" by April 2023. THS facilitated a Crisis
Services Advisory Group, which met virtually or in person monthly with diverse members such as
people with lived experience, advocates, providers, law enforcement, and county officials.
Engagement Team
Please see below for project team member biographies. Additionally, THS has a deep bench of behavioral
health and health care policy experts that may offer guidance as needed; see
https://thirdhorizonstrategies.com/meet-the-team/
Lindsay Reeves, Director— Project Lead
Lindsay manages key behavioral health client relationships and provides customer -focused services to a
diverse clientele. She produces high -quality work products and deliverables and assists clients with policy
analysis, facilitation, and other services to improve behavioral health systems.
Lindsay has over ten years of experience building community collaboratives, developing and
implementing strategic plans, facilitating equity -centered community design projects, developing
measurement systems, and promoting outcomes -based learning. She believes in the value of collective
impact, the notion that we are stronger together than any of us can be strong alone. Lindsay has worked
across sectors, among professionals and those with lived experience, to create and implement
community action plans to make systems responsive to those they are intended to serve. Lindsay has
former experience in state Medicaid operations, early childhood development programming, youth and
young adult community behavioral health systems of care, and community -based population health
reform. She is a Certified Quality Improvement Advisor through the Institute for Healthcare Improvement
and is a Certified Bridges Out of Poverty Facilitator.
Lindsay holds a master's degree in nonprofit management from Regis University and a Bachelor of
Science degree in integrated communications from Colorado State University -Pueblo.
6
THIRD HORIZON
THS Proposal for Weld County Department of Public Health and Environment
Mindy Klowden, Managing Director for Behavioral Health — Project Advisor
Mindy Klowden, MNM, is a national consultant, leader, and strategist in behavioral health and integrated
care. As the managing director for behavioral health, she provides overall stewardship over THS'
behavioral health and community health consulting practice areas and strategy. Mindy also manages
client relationships and deliverables, conducts research and policy analysis, and provides strategic
consulting and expert facilitation services to state and local government agencies, health systems,
behavioral health and safety net providers, payers, and associations. Mindy is a skilled facilitator with
expertise in all aspects of strategic planning, including stakeholder engagement, facilitation, landscape
reviews, and writing actionable, impactful plans. Mindy also supports clients with organizational change
management and communications.
Mindy has over 25 years of experience in community behavioral health and health care policy, working at
the national, state, and local levels. Previously, Mindy held leadership positions with the Colorado
Behavioral Healthcare Council, the National Council for Mental Well -Being (previously known as the
National Council for Behavioral Health), the Jefferson Center for Mental Health, and the Colorado
Community Health Network.
Mindy also served as chair of the Colorado State Innovation Model (SIM) Practice Transformation
Committee, a volunteer appointment she held under the auspices of (former) Colorado Governor John
Hickenlooper. SIM aimed to use all available levers to transform the health care payment and delivery
system through multi -payer reform. The Colorado SIM strategy primarily focused on integrating
behavioral health services with primary care and public health. Mindy managed and facilitated a diverse
committee of behavioral health providers, primary care providers, practice transformation specialists,
state agencies, and payers, including Health First Colorado (Medicaid) and the Colorado Department of
Human Services.
Mindy earned a master's degree in Nonprofit Management from Regis University and a Bachelor of Arts
in Sociology from The Colorado College.
Jessica Casebolt, Manager- Project Manager
Jessica supports the firm's client engagements by conducting research, gathering and analyzing data,
preparing client deliverables, and managing projects. She also manages several of the firm's
communication initiatives, including the daily Tea Leaves newsletter and weekly Health Care Council of
Chicago (HC3) newsletter.
Jessica first joined Third Horizon Strategies as the executive assistant to David Smith, founder, and CEO,
and later served as both an operations specialist and senior analyst. Prior to joining the firm, Jessica
managed executive -level events and assisted with special projects and client -related research as an
analyst and administrative coordinator at Leavitt Partners. She was also a Community Impact Coordinator
at the United Way of Northern Utah, helping to deploy programs to provide assistance to disparate
communities, and an outreach intern at The Huntsman Cancer Institute where she provided information
on cancer prevention and screenings to corporations and schools and facilitated a smoking cessation
class.
Jessica holds a bachelor's degree in public health from Brigham Young University.
7
THIRD HORIZON
STRATEGIES
MENTAL HEALTH & A� r
-HIRD HORIZON
STRATEGIES
nhancing behavioral health prevention treatment .,a.nd recover s stems o.
care to improve outcomes
Third Horizon Strategies understands that behavioral health is critical to overall health. Federal and state
legislative changes, incentives for payers and providers to integrate behavioral and physical health, and
increasing demand for services are changing how mental health and addiction services are paid for. The firm
helps organizations identify innovative care models and form partnerships to promote community behavioral
health and integration, improve outcomes, and drive down the total cost of care.
OUR WORK
Policy
000 Congressional briefings, advocate convenings, analyses on budget
RiesRimplications, service delivery, and payment reform efforts at the local, state,
and national level
Customized Coaching and Strategy
Facilitated a monthly CCBHC learning collaborative, provided leadership and
change management coaching for organizations, helped provider
organizations navigate complex regulatory and licensing processes, and
advised private philanthropy on a behavioral health grantmaking strategy
Market Insights
Led strategic planning for associations, a Managed Care Organization, and
v I specialty providers; conducted an environmental scan for a national non -
n, H J profit; provided guidance on Medicaid State Plan Amendments/Waivers
Delivery System Redesign
Facilitated robust stakeholder engagement processes, researched and
evaluated care models, and provided recommendations and implementation
support to improve publicly funded behavioral health services and crisis care
Education
Conducted forums, webinars, and trainings on pressing health care topics and
supported several state -based behavioral health associations' annual
meetings, including planning support, keynotes, and workshops
Alliances & Associations
„$., Developed alliances and lead the Alliance for Addiction Payment Reform - an
Q )o alliance focused on establishing a payment structure that promotes an
Q integrated treatment and recovery network
Please contact Mindy Klowden at mindy@thirdhorizonstrategies.com to
learn more about our services!
r7C
OUR EXPERTS
GREG WILLIAMS
President
MINDY KLOWDEN
Managing
Director for
Behavioral Health
ERIC BAILLY
Senior Director
TYM ROURKE
Senior Director
LINDSAY REEVES
Director
ASHLEY DEGARMO
Vice President
of Client Services
www.thirdhorizonstrategies.com
THIRD HORIZON
STRATEGIES
Houstan Aragon
From:
Sent:
To:
Subject:
Bill Fritz
Friday, May 10, 2024 1:22 PM
CTB
Three Health agenda items for the BOCC
We have a consent agenda item that we will be very close to completing by 10am on Monday. It is an informal bid
agreement with Third Horizon Strategies that requires a signature.
We have two other items, the State Air Contract and an Education Affiliation agreement that we would like to get on the
May 20th agenda. It may come through before 10 on Monday, so I wanted to ensure it got bumped to the following
week.
Thanks Bill
Bill Fritz
Finance Manager
Weld County Department of Public Health and Environment
1555 North 17th Avenue
Greeley, CO 80631
Direct Phone: 970.400.2122
VISION: Everyone in Weld County has the opportunity to live their healthiest lives.
MISSION: We serve Weld County by cultivating partnerships to promote public health and environmental quality
through the delivery of relevant, innovative, and cost-effective services.
Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain
information that is privileged, confidential or otherwise protected from disclosure. If you have received this communication in error, please immediately notify sender by return e-mail and
destroy the communication. Any disclosure, copying, distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the
named recipient is strictly prohibited.
ontract F
Entity Information
Entity Name*
THIRD HORIZON STRATEGIES
Entity ID*
@00048616
Contract Name"
REGIONAL ASSESSMENT COORDINATION PROPOSAL
Contract Status
CTB REVIEW
Contract Description*
REGIONAL ASSESSMENT COORDINATION PROPOSAL
Contract Description 2
Contract Type*
AGREEMENT
Amount*
$19,272.00
Renewable*
NO
Automatic Renewal
Grant
NO
IGA
Department
HEALTH
Department Email
CM-Health@weldgov.com
Department Head Email
CM-Health-
DeptHead@weldgov.com
County Attorney
GENERAL COUNTY
ATTORNEY EMAIL
County Attorney Email
CM-
COUNTYATTORNEY@WEL
DGOV.COM
Q New Entity?
Contract ID
8173
Contract Lead*
BFRITZ
Contract Lead Email
bfritz@weld.gov;Health-
Contracts@weld.gov
Parent Contract ID
Requires Board Approval
YES
Department Project #
Requested BOCC Agenda Due Date
Date* 05/11/2024
05/15/2024
Will a work session with BOCC be required?*
NO
Does Contract require Purchasing Dept. to be
included?
NO
If this is a renewal enter previous Contract ID
If this is part of a MSA enter MSA Contract ID
Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts
are not in OnBase
Contract Dates
Effective Date
Termination Notice Period
Contact Information
Contact Info
Review Date*
09/01/2024
Committed Delivery Date
Renewal Date
Expiration Date*
09/01/2024
Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2
Purchasing
Purchasing Approver Purchasing Approved Date
Approval Process
Department Head
JASON CHESSHER
DH Approved Date
05/14/2024
Final Approval
BOCC Approved
BOCC Signed Date
BOCC Agenda Date
05/20/2024
Finance Approver
CHERYL PATTELLI
Legal Counsel
BRUCE BARKER
Finance Approved Date Legal Counsel Approved Date
05/14/2024 05/14/2024
Tyler Ref #
AG 052024
Originator
BFRITZ
Hello