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Home My WebLink About20231365.tiffCohk'VCt 6- 11)4. ? Z. BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Professional Services Agreement Amendment #2 with various Service Providers through Request for Proposal (RFP) Bid #B2300042 DEPARTMENT: Human Services DATE: June 3, 2025 PERSON REQUESTING: Jamie Ulrich, Director, Human Services Brief description of the problem/issue: The Department entered into Professional Service Agreements (PSA) with various Service Providers through Request for Proposal (RFP) Bid #B2300042, identified as Tyler ID 2023-0507. These Agreements were issued for a period of one (1) year with the option to renew for three (3) additional one (1) year terms upon mutual written agreement. The Department is now requesting to amend the current agreements to extend the terms and to modify the scopes and rates as noted below. CMS ID ProviderfTerm Services Provided Tyler# FY 26 Budget 9522 Catholic Charites Term: July 1, 2025 to June 30, 2026 Case Management Services and Outreach 2023-1365 $75,000.00 9523 Colorado Legal Services Term: July 1, 2025 to June 30, 2026 Legal Services 2023-1606 $25,000.00 9524 Meals on Wheels Term: July 1, 2025 to June 30, 2026 Home Delivery Meals 2023-1367 $100,000.00 9525 North Range Behavioral Health Term: July 1, 2025 to June 30, 2026 Peer Counseling Services 2023-1364 $40,000.00 9526 Senior Resource Service (60+ Ride) Term: July 1, 2025 to June 30, 2026 Transportation Services 2023-1366 $35,000.00 What options exist for the Board? Approval of Amendment #2 to the PSAs listed above. Deny approval of Amendment #2 to the PSAs listed above. Consequences: The Department will not have current agreements with the above providers. Impacts: The Department will not be able to offer services to eligible clients in Weld County. Costs (Current Fiscal Year / Ongoing or Subsequent Fiscal Years): Funded through Older American Act Grant funding. Pass -Around Memorandum; June 3, 2025 - CMS ID Various C(M1Y.- + Ncc: Oh boSe ()fISi LonVZS -N,(z( Oc 5 Recommendation: • Approval of Amendment #2 to the Professional Services Agreements and authorize the Chair to sign. Support Recommendation Schedule Place on BOCC Agenda Work Session Other/Comments: Perry L. Buck Scott K. James Jason S. Maxey Lynette Peppier Kevin D. Ross go' , Vitt elm a.t_a Pass -Around Memorandum; June 3, 2025 - CMS ID Various Karla Ford From: Sent: To: Subject: Scott James Tuesday, June 3, 2025 12:45 PM Karla Ford Re: Please Reply - PA FOR ROUTING: HCS Various OAA PSA Amendments (CMS Various) Importance: High I support -thanks! '''.hie.t`i:t\tz:.1 8 62.4;ff:sly la! COUNTY, CO Scott K. James Weld County Commissioner Office: 970-400-4200/Cell : 970-381-7496 P.O. Box 758, 1150 O St., Greeley, CO 80632 0 0 On Jun 3, 2025, at 12:41 PM, Karla Ford <kford@weld.gov>wrote: From: Karla Ford Sent: Monday, June 2, 2025 7:30 AM To: Scott James <siames@weld.gov> Subject: Please Reply - PA FOR ROUTING: HCS Various OAA PSA Amendments (CMS Various) Importance: High Please advise if you support recommendation and to have department place on the agenda. <image004. jpg> Karla Ford Office Manager & Executive Assistant Board of Weld County Commissioners Desk: 970-400-4200/970-400-4228 P.O. Box 758, 1150 O St., Greeley, CO 80632 AGREEMENT AMENDMENT BETWEEN WELD COUNTY AND CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESES OF DENVER This Agreement Amendment made and entered into ( 1411 day of , 2025 by and between the Board of Weld County Commissioners, on behalf of the Weld County Department of Human Services, hereinafter referred to as the "Department", and Catholic Charities and Community Services of the Archdioceses of Denver, hereinafter referred to as the "Contractor". WHEREAS the parties entered into an Agreement for Case Management Services and Outreach, (the "Original Agreement") identified by the Weld County Clerk to the Board of County Commissioners as document No. 2023-1365, approved on May 15, 2023. WHEREAS the parties hereby agree to amend the term of the Original Agreement in accordance with the terms of the Original Agreement and any previously adopted amendment, which is incorporated by reference herein, as well as the terms provided herein. NOW THEREFORE, in consideration of the premises, the parties hereto covenant and agree as follows: • The Original Agreement was set to end on June 30, 2024. • The Original Agreement was amended on: • June 19, 2024 to extend the term date through June 30, 2025 and amend Exhibit D, Modified Scope and Rates. • The Amendments are identified by the Weld County Clerk to the Board of County Commissioners as document number 2023-1365. • These Amendments, together with the Original Agreement, constitutes the entire understanding between the parties. The following additional changes are hereby made to the current Agreement effective July 1, 2025: 1. Paragraph 3. Term This agreement is being renewed for the third year, for the period of July 1, 2025 through June 30, 2026. 2. Exhibit D, Modified Scope and Rates is amended as attached. • All other terms and conditions of the Original Agreement remain unchanged. IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and year first above written. COUNTY: ATTEST: . ftaA,J ®;e.i Clerk to the Board BY: BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO Deputy Clerk to the Bock, Chair JUN 1 12025 olic Charities and Community Services of Archdiocese of Denver 6240 Smith Road Denver, Colorado 80216 Darren Walsh, President and Chief Executive Officer Date: 06/07/2025 Exhibit D Modified Scope and Rates Exhibit D addresses the funding, specific Scope of Services, Rates, and Performance Measurements based on the awarded grant monies issued by the County. 1. Funding Contractor will receive the following award as noted in the table below for the period July 1, 2025 to June 30, 2026 for Case Management and Outreach services: Service Description Case Management Services Total Grant Award $ 65,000.00 Service Description • Total Grant Award $ 10,000.00 The County agrees to reimburse the Contractor in consideration of the work and services performed under this Agreement at the rate(s) specified in Section 2, Services and Rates. Payment pursuant to this Agreement, whether in whole or in part, is subject to and contingent upon the continuing availability of said funds for the purposes hereof. In the event that said funds, or any part thereof, become unavailable as determined by the County, the County may immediately terminate the Agreement or amend it accordingly. 2. Service and Rates County agrees to pay Contractor for services outlined below, not to exceed the total grant award as noted in Section 1, Funding. For Case Management Services, Contractor agrees to provide 1,300 units to approximately 255 unduplicated older adults with the goal of reaching 70 minority older adults, 150 low-income, and 30 rural older adults. For Outreach Services, Contractor agrees to provide 256 units to approximately 200 unduplicated older adults with the goal of reaching 72 minority older adults, 82 low-income, and 161 rural older adults. Exhibit D Modified Scope and Rates 3. Terms Contractor agrees to commence services within thirty (30) days after the signing of the Agreement and assure completion of all services under this agreement by the end of the period dated in Section 1, Funding. Contractor agrees to document and report any program income received as a result of services provided under the Agreement. Contractor agrees to include the following statement in any written materials (pamphlets, brochures, announcements, websites, etc.) or in any verbal presentations: Contractor is supported, in part by funds provided by the Weld County Area Agency on Aging through the Older Americans Act. Contractor understands that County is required to conduct periodic evaluations of the activities conducted under this Agreement and to monitor on an ongoing basis the performance of Contractor to insure that the funds made available by the Agreement are expended in keeping with the purposes for which they were awarded; and Contractor accordingly agrees to cooperate fully with the County in the conduct of such evaluation and monitoring, including the keeping and supplying of such information, and providing access to documents and records to the County for the purpose of audit; and further agrees to do all things necessary to enable County to fulfill its obligation to the State of Colorado and the United States Government. Furthermore, if Contractor submits invoices to the County and receives reimbursement for services provided to clients who are later determined to be ineligible, Contractor agrees to repay those funds to the County in full upon request. Any changes, including any increase or decrease in the amount of Contractor's compensation, and including changes in budget allocations which are mutually agreed upon by and between the County and Contractor, shall be incorporated in written amendments to this Agreement and in appropriate revisions to the grant proposal. Contractor understands and agrees: a. This Agreement and the provisions of services hereunder shall be subject to the laws of Colorado and be in accordance with the policies, procedures, and practices of the County, the Older Americans Act, Volume 10 Code of Colorado Regulations and the policies and procedures established by the State Unit on Aging, and the terms and conditions of the project application approved by the County. b. Understands that if there is Federal/State program income unearned at the time the project is terminated, this amount must be returned to the Exhibit D Modified Scope and Rates County unless the County otherwise stipulates. c. Understands that the project's fiscal affairs are subject to audit. If costs are disallowed, the proportion of Federal/State funds disallowed must be returned to the County. d. Understands that this award is made for the period amounts stated in this Agreement. This Agreement in no way implies further funding which is contingent upon the availability of funds and approval of future project applications. e. Agrees to keep records and make reports on the forms required by the County and in accordance with guidelines issued by the State of Colorado and the Administration on Aging, specifically, i. To submit monthly financial invoices and programmatic reports to the County by the 10th of the following month; ii. To submit other reports to the County as requested; iii. Maintain a computer system that will be able to manage all required County reporting software; iv. Maintain internet access in order to transfer all required data to the County. f. Agrees to advise the County of needed program and financial changes and await approval from the County prior to change implementation. g. Agrees to have policies and procedures for complaint/appeal tracking, timely disposition of complaints/appeals and documentation of such processes. h. Agrees to have a client grievance policy, which will address any alleged infractions of any Federal, State or Local laws by Contractor against recipients of or applicants for services. i. Agrees to have a policy and procedure for wait lists that meets the requirements set forth by the Contractor. Agrees to provide recipients receiving services the opportunity to contribute to all or part of the cost of the services received. Each recipient shall be given the opportunity to determine if they are able to contribute to all or part of the cost of services. No recipient shall be denied a service because of an inability and/or choice not to contribute to all or part of the cost of the service. All contributions shall be considered program income. All contributions shall be used to expand the services for which the contributions were given. Exhibit D Modified Scope and Rates k. Agrees that local cash or in -kind contributions have not been used to satisfy or match another federal grant or funds. Supplies, volunteer services, and other in -kind contributions shall be valued as described under 45 C.F.R. 874.5. All matching contributions, including cash and in - kind shall be verifiable from agency records. I. Agrees to perform background checks of all employees, volunteers or subcontractors pursuant to C.R.S. 27-1-110 and in accordance with the policy of the County and the State Unit on Aging. m. The County may also recover, at the County's discretion, payments made to Contractor in error for any reason, including, but not limited to, overpayments or improper payments, and unexpended or excess funds received by Contractor by deduction from subsequent payments under this Contract, deduction from any payment due under any other contracts, grants, or agreements between the County and Contractor, or by any other appropriate method for collecting debts owed to the County. 4. Performance Measures a. The Performance Measures Process. As set forth and defined herein, "Performance Focus" is a performance - based analysis strategy the Parties shall use in association with the Contractor's performance hereunder that allows the Parties to better focus on and improve performance outcomes to obtain maximum benefits from the work of the Contractor under this Contract. By identifying areas of focus, the Parties shall determine what aspects of the Contractor's performance hereunder areworking and what aspects of said performance need improvement. By measuring the impact of day-to-day work of the Contractor hereunder, the Parties will be able to make more informed collaborative decisions to align the work of the Contractor to affect more positive performance outcomes and change for the purposes served through this Contract. b. Performance Measures Reports. Performance Measures Reports shall reflect relevant report data for the Performance Measures identified hereunder to be tracked on an ongoing basis through the Contract Performance Focus process. Performance Measures shall continue to evolve to meet the objective of measuring key performance outcome indicators for the work of the Contractor hereunder. Performance Measures may be changed via a contract amendment. c. Contract Performance Measures The Contractor agrees on the following initial Performance Measures: Exhibit D Modified Scope and Rates i. Measure: The Contractor shall increase unduplicated consumers served in comparison to the same month in the previous fiscal year. ii. Measure: In a consumer satisfaction survey provided by the State Unit on Aging (SUA) the contractor shall provide surveys to one hundred percent (100%) of registered consumers within the contractor's region during the month of February. The results shall be summarized by the contractor and submitted to the County by May 1st, unless otherwise requested by the County by a different date. The summarized results shall show the following measures: iii. Consumer Satisfaction Survey results shall show a minimum of ninety percent (90%) positive response. SIGNATURE REQUESTED: Weld/CC Amendment #2 Final Audit Report 2025-06-07 Created: 2025-06-04 By: Sara Adams (sadams@weld.gov) Status: Signed Transaction ID: CBJCHBCAABAAhCwcJEUx88rPfXklTptwdkgak7ZgQmMw "SIGNATURE REQUESTED: Weld/CC Amendment #2" History ,t Document created by Sara Adams (sadams@weld.gov) 2025-06-04 - 2:38:06 PM GMT- IP address: 204.133.39.9 E7, Document emailed to Darren Walsh (dwalsh@ccdenver.org) for signature 2025-06-04 - 2:38:51 PM GMT 5 Email viewed by Darren Walsh (dwalsh@ccdenver.org) 2025-06-04 - 2:45:32 PM GMT- IP address: 50.147.160.114 (3o Document e -signed by Darren Walsh (dwalsh@ccdenver.org) Signature Date: 2025-06-07 - 5:18:56 PM GMT - Time Source: server- IP address: 67.176.14.14 O Agreement completed. 2025-06-07 - 5:18:56 PM GMT Powered by Adobe Acrobat Sign Contract Entity Information Entity Name CATHOLIC CHARITIES AND COMMUNITY SERVICES Entity ID* @00031292 O New Entity? Contract Name* Contract ID CATHOLIC CHARITIES AND COMMUNITY SERVICES - 9522 AMENDMENT #2 Contract Status CTB REVIEW Contract Lead * SADAMS Contract Lead Email sadams@weld.gov;cobbx xlk@weld.gov Parent Contract ID 20231365 Requires Board Approval YES Department Project # Contract Description* AMENDMENT #2 TO THE PROFESSIONAL SERVICES CONTRACT FOR CASE MANAGEMENT SERVICES AND OUTREACH FROM BID# B2300042 REFERENCED AS TYLER ID# 2023-0507. THIS AMENDMENT EXTENDS THE TERMS TO 7/1 /25 TO 6/30/26 AND MODIFIES THE SCOPE AND RATES. Contract Description 2 PA ROUTING THROUGH THE NORMAL PROCESS. ETA TO CTB IS 06/03/25. Contract Type" AMENDMENT Amount* $ 75,000.00 Renewable* NO Automatic Renewal Grant IGA Department Requested BOCC Agenda Due Date HUMAN SERVICES Date* 06/07/2025 06/11/2025 Department Email CM- HumanServices@weld.gov Department Head Email CM-HumanServices- DeptHead@weld.gov County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL D.GOV Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? 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 Review Date* 04/30/2026 Committed Delivery Date Renewal Date Expiration Date* 06/30/2026 Contact Info Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date Approval Process Department Head Finance Approver Legal Counsel JAMIE ULRICH CHERYL PATTELLI BYRON HOWELL DH Approved Date Finance Approved Date Legal Counsel Approved Date 06/09/2025 06/09/2025 06/09/2025 Final Approval BOCC Approved Tyler Ref # AG 061125 BOCC Signed Date Originator SADAMS BOCC Agenda Date 06/11/2025 Cc vac -lam $219 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Professional Services Agreement Amendment #1 with various Service Providers through Request for Proposal (RFP) Bid #B2300042 DEPARTMENT: Human Services DATE: June 4, 2024 PERSON REQUESTING: Jamie Ulrich, Director, Human Services Brief description of the problem/issue: The Department entered into Professional Service Agreements (PSA) with various Service Providers through Request for Proposal (RFP) Bid #82300042, identified as Tyler ID 2023- 0507. These Agreements were Issued for a period of one (1) year with the option to renew for three (3) additional one (1) year terms upon mutual written agreement. The Department is now requesting to amend the current agreements to extend the terms and to modify the scopes and rates as noted below. CMS ID Provider/Term Services Provided Tyler# FY 25 Budget 8280 Colorado Legal Services Term: July 1, 2024 to June 30, 2025 Legal Services 2023-1606 $54,000.00 8279 Catholic Charites Term: July 1, 2024 to June 30, 2025 Case Management Services and Outreach 2023-1365 $113,760.00 8281 North Range Behavioral Health Term: July 1, 2024 to June 30, 2025 Peer Counseling Services 2023-1364 $78,000.00 8282 Meals on Wheels Term: July 1, 2024 to June 30, 2025 Home Delivery Meals 2023-1367 $189,000.00 8278 Senior Resource Service (60+ Ride) Term: July 1, 2024 to June 30, 2025 Transportation Services 2023-1366 $67,800.00 What options exist for the Board? Approval of Amendment #1 to the PSAs listed above. Deny approval of Amendment #1 to the PSAs listed above. Consequences: The Department will not have current agreements with the above providers. Impacts: The Department will not be able to offer services to eligible clients in Weld County. Costs (Current Fiscal Year / Ongoing or Subsequent Fiscal Years): • Funded through Older American Act Grant funding. Pass -Around Memorandum; June 4, 2024 - CMS D Various 64675) nWn-1-- BoVn UAaiZz-i- to/tg/a-V- Z0Z3-13(L5 Recommendation: • Approval of Amendment #1 to the Professional Services Agreements and authorize the Chair to sign. Support Recommendation Schedule Place on BOCC Agenda Work Session Other/Comments: Perry L. Buck, Pro-Tem k'✓�C�" Mike Freeman Scott K. James Kevin D. Ross, Chair ,2� Lori Saine or Pass Around Memorandum; June 4, 2024 - CMS ID Various AGREEMENT AMENDMENT BETWEEN THE WELD COUNTY DEPARTMENT OF HUMAN SERVICES AND CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESES OF DENVER This Agreement Amendment made and entered into C\iliday of c\t 1t , 2024 by and between the Board of Weld County Commissioners, on behalf of the Weld County Department of Human Services, hereinafter referred to as the "Department", and Catholic Charities and Community Services of the Archdioceses of Denver, hereinafter referred to as the "Contractor". WHEREAS the parties entered into an Agreement for Case Management Services and Outreach, (the "Original Agreement") identified by the Weld County Clerk to the Board of County Commissioners as document No. 2023-1365, approved on May 15, 2023. WHEREAS the parties hereby agree to amend the term of the Original Agreement in accordance with the terms of the Original Agreement and any previously adopted amendment, which is incorporated by reference herein, as well as the terms provided herein. NOW THEREFORE, in consideration of the premises, the parties hereto covenant and agree as follows: • The Original Agreement will end on June 30, 2024. • This Amendment, together with the Original Agreement, constitutes the entire understanding between the parties. The following additional changes are hereby made to the current Agreement effective July 1, 2024: 1. Paragraph 3. Term This agreement is being renewed for the second year, for the period of July 1, 2024 through June 30, 2025. 2. Exhibit D, Modified Scope and Rates is amended as attached. All other terms and conditions of the Original Agreement remain unchanged. IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and year first above written. COUNTY: ATTEST "`A`) ;tA — " `� BOARD OF COUNTY COMMISSIONERS Clerk to the Board WELD COU Deputy Clerk to the 6240 Smith Road Denver, Colorado 80216 O Kevin D. Ross, Chair JUN 1 9 2024 NTRACTOR: atholic Charities and Community Services of the Archdiocese of Denver Dan -en WaGsh By: Darren Walsh (May 29, 202414:39 MDT) Darren Walsh, President and Chief Executive Officer May 29, 2024 Date: 2023-1365 Exhibit D Modified Scope and Rates Exhibit D addresses the funding, specific Scope of Services, Rates, and Performance Measurements based on the awarded grant monies issued by the County. 1. Funding Contractor will receive the following award as noted in the table below for the period July 1, 2024 to June 30, 2025 for Case Management and Outreach services: Service Description IMIEMEMEll Total Grant Award $ 81,000.00 Sery ice Description Total Grant Award $ 32,760.00 The County agrees to reimburse the Contractor in consideration of the work and services performed under this Agreement at the rate(s) specified in Section 2, Services and Rates. Payment pursuant to this Agreement, whether in whole or in part, is subject to and contingent upon the continuing availability of said funds for the purposes hereof. In the event that said funds, or any part thereof, become unavailable as determined by the County, the County may immediately terminate the Agreement or amend it accordingly. 2. Service and Rates County agrees to pay Contractor for services outlined below, not to exceed the total grant award as noted in Section 1, Funding. Unit Rate $ 50.00 $ 39.00 Service Description Case Mana r ement Services Outreach Services For Case Management Services, Contractor agrees to provide 1,620 units to approximately 370 unduplicated older adults with the goal of reaching 100 minority older adults, 214 low-income, and 37 rural older adults. For Outreach Services, Contractor agrees to provide 840 units to approximately 500 unduplicated older adults with the goal of reaching 110 minority older adults, 125 low- income, and 245 rural older adults. Exhibit D Modified Scope and Rates 3. Terms Contractor agrees to commence services within thirty (30) days after the signing of the Agreement and assure completion of all services under this agreement by the end of the period dated in Section 1, Funding. Contractor agrees to document and report any program income received as a result of services provided under the Agreement. Contractor agrees to include the following statement in any written materials (pamphlets, brochures, announcements, websites, etc.) or in any verbal presentations: Contractor is supported, in part by funds provided by the Weld County Area Agency on Aging through the Older Americans Act. Contractor understands that County is required to conduct periodic evaluations of the activities conducted under this Agreement and to monitor on an ongoing basis the performance of Contractor to insure that the funds made available by the Agreement are expended in keeping with the purposes for which they were awarded; and Contractor accordingly agrees to cooperate fully with the County in the conduct of such evaluation and monitoring, including the keeping and supplying of such information, and providing access to documents and records to the County for the purpose of audit; and further agrees to do all things necessary to enable County to fulfill its obligation to the State of Colorado and the United States Government. Any changes, including any increase or decrease in the amount of Contractor's compensation, and including changes in budget allocations which are mutually agreed upon by and between the County and Contractor, shall be incorporated in written amendments to this Agreement and in appropriate revisions to the grant proposal. Contractor understands and agrees that the following provisions are part of the official application and as such become binding upon commencement of the project: a. This Agreement and the provisions of services hereunder shall be subject to the laws of Colorado and be in accordance with the policies, procedures, and practices of the County, the Older Americans Act, Volume 10 Code of Colorado Regulations and the policies and procedures established by the State Unit on Aging, and the terms and conditions of the project application approved by the County. b. Understands that if there is Federal/State program income unearned at the time the project is terminated, this amount must be returned to the County unless the County otherwise stipulates. c. Understands that the project's fiscal affairs are subject to audit. If costs are disallowed, the proportion of Federal/State funds disallowed must be returned to Exhibit D Modified Scope and Rates the County. d. Understands that this award is made for the period amounts stated in this Agreement. This Agreement in no way implies further funding which is contingent upon the availability of funds and approval of future project applications. e. Agrees to keep records and make reports on the forms required by the County and in accordance with guidelines issued by the State of Colorado and the Administration on Aging, specifically, i. To submit monthly financial invoices and programmatic reports to the County by the 10th of the following month; ii. To submit other reports to the County as requested; iii. Maintain a computer system that will be able to manage all required County reporting software; iv. Maintain internet access in order to transfer all required data to the County. f. Agrees to advise the County of needed program and financial changes and await approval from the County prior to change implementation. g. Agrees to have policies and procedures for complaint/appeal tracking, timely disposition of complaints/appeals and documentation of such processes. h. Agrees to have a client grievance policy, which will address any alleged infractions of any Federal, State or Local laws by Contractor against recipients of or applicants for services. i. Agrees to have a policy and procedure for wait lists that meets the requirements set forth by the Contractor. j. Agrees to provide recipients receiving services the opportunity to contribute to all or part of the cost of the services received. Each recipient shall be given the opportunity to determine if they are able to contribute to all or part of the cost of services. No recipient shall be denied a service because of an inability and/or choice not to contribute to all or part of the cost of the service. All contributions shall be considered program income. All contributions shall be used to expand the services for which the contributions were given. k. Agrees that local cash or in -kind contributions have not been used to satisfy or match another federal grant or funds. Supplies, volunteer services, and other in - kind contributions shall be valued as described under 45 C.F.R. 874.5. All matching contributions, including cash and in -kind shall be verifiable from Exhibit D Modified Scope and Rates agency records. 1. Agrees to perform background checks of all employees, volunteers or subcontractors pursuant to C.R.S. 27-1-110 and in accordance with the policy of the County and the State Unit on Aging. 4. Performance Measures a. The Performance Measures Process. As set forth and defined herein, "Performance Focus" is a performance -based analysis strategy the Parties shall use in association with the Contractor's performance hereunder that allows the Parties to better focus on and improve performance outcomes to obtain maximum benefits from the work of the Contractor under this Contract. By identifying areas of focus, the Parties shall determine what aspects of the Contractor's performance hereunder are working and what aspects of said performance need improvement. By measuring the impact of day-to-day work of the Contractor hereunder, the Parties will be able to make more informed collaborative decisions to align the work of the Contractor to affect more positive performance outcomes and change for the purposes served through this Contract. b. Performance Measures Reports. Performance Measures Reports shall reflect relevant report data for the Performance Measures identified hereunder to be tracked on an ongoing basis through the Contract Performance Focus process. Performance Measures shall continue to evolve to meet the objective of measuring key performance outcome indicators for the work of the Contractor hereunder. Performance Measures may be changed via a contract amendment. c. Contract Performance Measures The Contractor agrees on the following initial Performance Measures: i. Measure: The Contractor shall increase unduplicated consumers served in comparison to the same month in the previous fiscal year. ii. Measure: In a consumer satisfaction survey provided by the State Unit on Aging (SUA) the contractor shall provide surveys to one hundred percent (100%) of registered consumers within the contractor's region during the month of February. The results shall be summarized by the contractor and submitted to the County by May 1st, unless otherwise requested by the County by a different date. The summarized results shall show the following measures: iii. Consumer Satisfaction Survey results shall show a minimum of ninety percent (90%) positive response. SIGNATURE REQUESTED: Weld/CC Amendment #1 Final Audit Report 2024-05-29 Created: 2024-05-21 By: Sara Adams (sadams@weld.gov) Status: Signed Transaction ID: CBJCHBCAABAA6PE7B6xsQSDg1WuEyvm_uYCTgUISgM31 "SIGNATURE REQUESTED: Weld/CC Amendment #1" History n Document created by Sara Adams (sadams@weld.gov) 2024-05-21 - 9:29:02 PM GMT- IP address: 204.133.39.9 Of Document emailed to dwalsh@ccdenver.org for signature 2024-05-21 - 9:30:24 PM GMT t Email viewed by dwalsh@ccdenver.org 2024-05-21 - 10:05:56 PM GMT- IP address: 24.8.210.85 t Email viewed by dwalsh@ccdenver.org 2024-05-23 - 2:53:00 PM GMT- IP address: 24.8.210.85 t Email viewed by dwalsh@ccdenver.org 2024-05-25 - 3:56:30 PM GMT- IP address: 24.8.210.85 n Email viewed by dwalsh@ccdenver.org 2024-05-28 - 5:52:46 PM GMT- IP address: 216.38.195.74 ,i°J Email viewed by dwalsh@ccdenver.org 2024-05-29 - 8:39:11 PM GMT- IP address: 24.8.210.85 er© Signer dwalsh@ccdenver.org entered name at signing as Darren Walsh 2024-05-29 - 8:39:41 PM GMT- IP address: 24.8.210.85 ere Document e -signed by Darren Walsh (dwalsh@ccdenver.org) Signature Date: 2024-05-29 - 8:39:43 PM GMT - Time Source: server- IP address: 24.8.210.85 Agreement completed. 2024-05-29 - 8:39:43 PM GMT Powered by Adobe Acrobat Sign AC RO D® CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 7/1/2024 6/30/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Lockton Companies NAMEACT 8110E Union Avenue Suite 100 Denver CO 80237 I FAX (AIC. No. Ext1: (A/C, No): ram -MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIL. (303) 414-6000 INSURER A : Zurich American Insurance Company 16535 INSURED Archdiocese of Denver INSURER B : Underwriters at Lloyds London 15642 1520032 1300 S. Steele St. INSURER c : The Princeton Excess & Surplus Lines Ins Co 10786 Denver, CO 80210-2599 INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 19353177 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. TN TYPE OF INSURANCE DDUBR SWVD POLICY NUMBER POLICY EFF (MM/IIIS Y) POLICY EXP /MM/DDIYYYY) LIMITS B X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR X SIR - $250,000 Y y OP1033323 7/1/2023 7/1/2024 EACH OCCURRENCE $ 1,000,000 PREM SES Ea oNcu ence) $ 1,000,000 MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY ❑ 78-- Ei LOC OTHER: GENERAL AGGREGATE $ Not Applicable $ Included PRODUCTS - COMP/OP AGG A AUTOMOBILE LIABILITY X ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY SCHEDULED AUTOS NON -OWNED AUTOS ONLY N y BAP 0384638 06 7/1/2023 7/1/2024 COMBINED SINGLE LIMIT (Ea accident) $ 100,000 BODILY INJURY (Per person) $ XXXQI'XXX BODILY INJURY Per accident ( ) $ XXXXXXX PROPERTY DAMAGE (Per accident) $ XXX000(X $XXXXXXX C _ UMBRELLA LIAR X EXCESS LIAR X OCCUR CLAIMS -MADE Y Y R2A3FF000005405 7/1/2023 7/1/2024 EACH OCCURRENCE $ $5,000,000 AGGREGATE $ $5,000,000 DED I I RETENTION $ $ XX XXXX A A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE YIN ;:=E,,,,,,,= EXCLUDED? � If yes, descdbe under DESCRIPTION OF OPERATIONS below Y N / A EWS 0173359 09 SIR - $250,000 7/1/2023 7/1/2024 X STATUTE ERH E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - n0 EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 B Excess Automobile Liability N N BP1033323 7/1/2023 7/1/2024 SIR - $250,000; Limit - $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 707, Additional Remarks Schedule, may be attached if more space is required) THIS CERTIFICATE sUPEASEDES ALL PREVIOUSLY ISSUED CERTIFICATES FOR THIS HOLDER, APPLICABLE TO THE CARRIERS LISTED AND THE POLICY TERM(s) REFERENCED. Catholic Charities - Administrative Offices, 6240 Smith Road Denver, CO 80216. RE: Agreement between Weld County DHS and Catholic Charities (GCC) for Outreach and Case Management Services, Term 7/1/23 — 6/30/24; Number:B2300042. Catholic Charities and Certificate Holder are included as Additional Insured as respects General & Umbrella Liability if required by written contract. CERTIFICATE HOLDER CANCELLATION See Attachment SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 19353177 Weld County Department of Human Services Denver Weld Regional Office THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. th Avenue 1442 North 80631 Greeley CO AUTHORIZED REPRESENTATIVE © 1988-20 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD CONTINUATION DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS (Use only if more space is required) Waiver of Subrogation applies in favor of the Additional Insured as respects General, Auto, & Umbrella Liability and Workers Compensation if required by written contract, where permissible by law. ACORD 25 (2016/03) Certificate Holder ID: 19353177 Attachment Code: D620869 Master ID: 1520032, Certificate ID: 19353177 Excess Policies Coverage Insurer Policy Number Effective Date Expiration Date Limits Excess Liability Princeton Excess & Surplus Lines Insurance Company R2A3FF000005405 7/1/2023 7/1/2024 $500,000 part of $1,000,000 xs $1,000,000 Excess Liability Underwriters at Lloyds CO1033323 7/1/2023 7/1/2024 $500,000 part of $1,000,000 xs $1,000,000 Excess Liability Princeton Excess & Surplus Lines Insurance Company R2A3FF000005405 7/1/2023 7/1/2024 $4,000,000 xs $2,000,000 Contract For Entity Information Entity Name * CATHOLIC CHARITIES AND COMMUNITY SERVICES Entity ID* @00031292 Contract Name * CATHOLIC CHARITIES AND COMMUNITY SERVICES - AMENDMENT #1 Contract Status CTB REVIEW Q New Entity? Contract ID 8279 Contract Lead * SADAMS Contract Lead Email sadams@weld.gov;cobbx xlk@weld.gov Parent Contract ID 20231365 Requires Board Approval YES Department Project # Contract Description * AMENDMENT #1 TO THE PROFESSIONAL SERVICES CONTRACT FOR CASE MANAGEMENT AND OUTREACH SERVICES FROM BID# B2300042 REFERENCED AS TYLER ID# 2023-0507. THIS AMENDMENT EXTENDS THE TERMS TO 7/1 /24 TO 6/30/25 AND MODIFIES THE SCOPE AND RATES. Contract Description 2 PA ROUTING THROUGH THE NORMAL PROCESS. ETA TO CTB IS 06/05/24. Contract Type" AMENDMENT Amount* $113,760.00 Renewable * YES Automatic Renewal Grant IGA Department HUMAN SERVICES Department Email CM- HumanServices@weldgov. com Department Head Email CM-HumanServices- DeptHead@weldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL DGOV.COM Requested BOCC Agenda Date * 06/12/2024 Due Date 06/08/2024 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? 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 Review Date* 04/30/2025 Renewal Date* 06/30/2025 Committed Delivery Date Expiration Date Contact Info Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date Approval Process Department Head Finance Approver Legal Counsel JAMIE ULRICH CHERYL PATTELLI BRUCE BARKER DH Approved Date Finance Approved Date Legal Counsel Approved Date 06/12/2024 06/14/2024 06/14/2024 Final Approval BOCC Approved Tyler Ref # AG 061924 BOCC Signed Date Originator SADAMS BOCC Agenda Date 06/19/2024 Coniva ci- tD i X510 PROFESSIONAL SERVICE AGREEMENT BETWEEN WELD COUNTY AND CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESES OF DENVER THIS AGREEMENT is made and entered into this 15 day of , 2023, by We and between the Board of Weld County Commissioners, on behalf of theWeld C my Department of Human Services' Area Agency on Aging, hereinafter referred to as "County," and Catholic Charities and Community Services of the Archdioceses of Denver, hereinafter referred to as "Contractor". WHEREAS, County desires to retain Contractor to perform services as required by County and set forth in the attached Exhibits; and WHEREAS, Contractor is willing and has the specific ability, qualifications, and time to perform the required services according to the terms of this Agreement; and WHEREAS, Contractor 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 the attached Exhibits, each of which forms an integral part of this Agreement and are incorporated herein. The parties each acknowledge and agree that this Agreement, including the attached Exhibits, define the performance obligations of Contractor and Contractor's willingness and ability to meet those requirements (the "Work"). If a conflict occurs between this Agreement and any Exhibit or other attached document, the terms of this Agreement shall control, and the remaining order of precedence shall be based upon order of attachment. Exhibit A consists of County's Request for Proposal (RFP) as set forth in Bid Package No. B2300042 which is incorporated into this agreement by reference and will be provided upon request to the Department. The RFP contains all of the specific requirements of the County. Exhibit B consists of Contractor's Response to County's Request for Proposal. The response confirms Contractor's obligations under this Agreement. Exhibit C consist of the Health Insurance Portability and Accountability Act (HIPAA) Business Associate Agreement. Exhibit D consists of a modified Scope of Work and Rates based on the actual award amount. 2. Service or Work. Contractor agrees to procure the materials, equipment and/or products necessary for the Work and agrees to diligently provide all services, labor, personnel and Cohn-n-i- fioe.hcQ;,, .S//5h2-3 5/IS/Z3 2023-1365 materials necessary to perform and complete the Work described in the attached Exhibits. Contractor shall further be responsible for the timely completion and acknowledges that a failure to comply with the standards and requirements of Work within the time limits prescribed by County may result in County's decision to withhold payment or to terminate this Agreement. 3. Term. The term of this Agreement shall be from July 1, 2023, through June 30, 2024, unless sooner terminated as provided herein. Both of the parties to this Agreement understand and agree that the laws of the State of Colorado prohibit County from entering into Agreements which bind County for periods longer than one year. This Agreement may be renewed for 3 (three) additional one-year terms upon mutual written agreement of the Parties. 4. Termination; Breach; Cure. County may terminate this Agreement for its own convenience upon thirty (30) days written notice to Contractor. Either Party may immediately terminate this Agreement upon material breach of the other party, however the breaching party shall have fifteen (15) days after receiving such notice to cure such breach. If this Agreement is terminated by County, Contractor shall be compensated for, and such compensation shall be limited to, (1) the sum of the amounts contained in invoices which it has submitted and which have been approved by the County; (2) the reasonable value to County of the services which Contractor provided prior to the date of the termination notice, but which had not yet been approved for payment; and (3) the cost of any work which the County approves in writing which it determines is needed to accomplish an orderly termination of the work. County shall be entitled to the use of all material generated pursuant to this Agreement upon termination. Upon termination of this Agreement by County, Contractor shall have no claim of any kind whatsoever against the County by reason of such termination or by reason of any act incidental thereto, except for compensation for work satisfactorily performed and/or materials described herein properly delivered. 5. Extension or Amendment. 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. Accordingly, no claim that the County has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by the County for such additional services is not timely executed and issued in strict accordance with this Agreement, Contractor's rights with respect to such additional services shall be deemed waived and such failure shall result in non-payment for such additional services or work performed. Any claims by the Contractor for adjustment hereunder must be made in writing prior to performance of any work covered in the anticipated Amendment, unless approved and documented otherwise by the County Representative. Any change in work made without such prior Change Order shall be deemed covered in the compensation and time provisions of this Agreement, unless approved and documented otherwise by the County Representative. 6. Compensation. County agrees to pay Contractor through an invoice process during the course of this Agreement in accordance with the Rate Schedule as described as Exhibit D. Contractor agrees to submit invoices which detail the work completed by Contractor. The County will review each invoice and if it agrees Contractor has completed the invoiced items to the 2 County's satisfaction, it will remit payment to the Contractor. No payment in excess of that set forth in the Exhibits will be made by County unless an Amendment authorizing such additional payment has been specifically approved by Weld County as required pursuant to the Weld County Code. If, at any time during the term or after termination or expiration of this Agreement, County reasonably determines that any payment made by County to Contractor was improper because the service for which payment was made did not perform as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from County, Contractor shall forthwith return such payment(s) to County. Upon termination or expiration of this Agreement, unexpended funds advanced by County, if any, shall forthwith be returned to County. 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. Unless expressly enumerated in the attached Exhibits, Contractor shall not be entitled to be paid for any other expenses (e.g. mileage). Notwithstanding anything to the contrary contained in this Agreement, County shall have no obligations under this Agreement after, nor shall any payments be made to Contractor in respect of any period after December 31 of any year, without an appropriation therefore by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25, Title 30 of the Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20). 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 (including unemployment insurance or workers' compensation benefits) from County as a result of the execution of this Agreement. 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. Unemployment insurance benefits will be available to Contractor and its employees and agents only if such coverage is made available by Contractor or a third party. Contractor shall pay when due all applicable employment taxes and income taxes and local head taxes (if applicable) incurred pursuant to this Agreement. 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 the Work without County's prior written consent, which may be withheld in County's sole discretion. County shall have the right in its reasonable discretion to approve all personnel assigned to the Work during the performance of this Agreement and no personnel to whom County has an objection, in its reasonable discretion, shall be assigned to the Work. Contractor shall require each subcontractor, as approved by County and to the extent of the Work to be performed by the subcontractor, to be bound to Contractor by the terms of this Agreement, and to assume toward Contractor all the obligations and responsibilities which Contractor, by this Agreement, assumes toward County. County shall have the right (but not the obligation) to enforce the provisions of this Agreement against any subcontractor hired by Contractor and Contractor shall cooperate in such process. The Contractor shall be responsible for the acts and omissions of its agents, employees and subcontractors. 3 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. In addition, all reports, documents, data, plans, drawings, records and computer files generated by Contractor in relation to this Agreement and all reports, test results and all other tangible materials obtained and/or produced in connection with the performance of this Agreement, whether or not such materials are in completed form, shall at all times be considered the property of the County. Contractor shall not make use of such material for purposes other than in connection with this Agreement without prior written approval of County. 10. Confidentiality. Confidential information of the Contractor should be transmitted separately from non -confidential information, clearly denoting in red on the relevant document at the top the word, "CONFIDENTIAL." However, Contractor is advised that as a public entity, Weld County must comply with the provisions of the Colorado Open Records Act (CORA), C.R.S. 24-72-201, et seq., with regard to public records, and cannot guarantee the confidentiality of all documents. 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 Work 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 Work shall be performed by qualified personnel in a professional manner, consistent with industry standards, and that all services will conform to applicable specifications. 12. Acceptance of Services Not a Waiver. Upon completion of the Work, Contractor shall submit to County originals of all test results, reports, etc., generated during completion of this work. Acceptance by County of reports and incidental material(s) furnished under this Agreement shall not in any way relieve Contractor of responsibility for the quality and accuracy of the project. 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, and County's action or inaction when any such breach or default exists shall not impair or prejudice any right or remedy available to County with respect to such breach or default. No assent, expressed or implied, to any breach of any one or more covenants, provisions or conditions of the Agreement shall be deemed or taken to be a waiver of any other breach. Acceptance by the County of, or payment for, the Work 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. Contractor must secure, before the commencement of the Work, the following insurance covering all operations, goods, and services provided pursuant to this Agreement, and shall keep the required insurance coverage in force at all times during the term of the Agreement, or any extension thereof, and during any warranty period. For all coverages, Contractor's insurer shall waive subrogation rights against County. 4 a. Types of Insurance. Workers' Compensation / Employer's Liability Insurance as required by state statute, covering all of the Contractor's employees acting within the course and scope of their employment. The policy shall contain a waiver of subrogation against the County. This requirement shall not apply when a Contractor or subcontractor is exempt under Colorado Workers' Compensation Act., AND when such Contractor or subcontractor executes the appropriate sole proprietor waiver form. Commercial General Liability Insurance including public liability and property damage, covering all operations required by the Work. Such policy shall include minimum limits as follows: $1,000,000 each occurrence; $1,000,000 general aggregate; $1,000,000 Personal injury; $50,000 any 1 fire, $5,000 Medical payment per person. Automobile Liability Insurance: Contractor shall maintain limits of $1,000,000 for bodily injury per person, $1,000,000 for bodily injury for each accident, and $1,000,000 for property damage applicable to all vehicles operating both on County property and elsewhere, for vehicles owned, hired, and non -owned vehicles used in the performance of this Contract. 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. Contractor 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, Contractor 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: $1,000,000 Per Loss; $2,000,000 Aggregate. Privacy Insurance Liability Insurance covering all loss of County and State Confidential Information, such as Personal Identifiable Information (PII), Protected Health Information (PHI), Payment Card Information (PCI), Tax Information, and Criminal Justice Information (CJI), and claims based on alleged violations of privacy rights through improper use or disclosure of protected information with minimum limits as follows: $1,000,000 each occurrence; and $2,000,000 general aggregate. Notwithstanding if Contractor has Confidential Information for 10 or fewer individuals or revenue of $250,000 or less, Contractor shall maintain limits of not less than $50,000. Notwithstanding if Contractor has Confidential Information for 25 or fewer individuals or revenue of $500,000 or less, Contractor shall maintain limits of not less than $100,000. b. Proof of Insurance. Upon County's request, Contractor shall provide to County a certificate of insurance, a policy, or other proof of insurance as determined in County's sole discretion. County may require Contractor to provide a certificate of insurance naming 5 Weld County, Colorado, its elected officials, and its employees as an additional named insured. c. Subcontractor Insurance. Contractor hereby warrants that all subcontractors providing services under this Agreement have or will have the above described insurance prior to their commencement of the Work, or otherwise that they are covered by the Contractor's policies to the minimum limits as required herein. Contractor agrees to provide proof of insurance for all such subcontractors upon request by the County. d. No limitation of Liability. The insurance coverages specified in this Agreement are the minimum requirements, and these requirements do not decrease or limit the liability of Contractor. The County in no way warrants that the minimum limits contained herein are sufficient to protect the Contractor from liabilities that might arise out of the performance of the Work under by the Contractor, its agents, representatives, employees, or subcontractors. The Contractor shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. The Contractor shall maintain, at its own expense, any additional kinds or amounts of insurance that it may deem necessary to cover its obligations and liabilities under this Agreement. e. Certification of Compliance with Insurance Requirements. The Contractor stipulates that it has met the insurance requirements identified herein. The Contractor shall be responsible for the professional quality, technical accuracy, and quantity of all services provided, the timely delivery of said services, and the coordination of all services rendered by the Contractor and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. 14. Indemnity. The Contractor shall defend, indemnify and hold harmless County and the State of Colorado, its officers, agents, and employees, from and against any and all injury, loss, damage, liability, suits, actions, claims, or willful acts or omissions of any type or character arising out of the Work done in fulfillment of the terms of this Agreement 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, judicial decision, or other law or court decree. The Contractor shall be fully responsible and liable for any and all injuries or damage received or sustained by any person, persons, or property on account of its performance under this Agreement or its failure to comply with the provisions of the Agreement. It is agreed that the Contractor will be responsible for primary loss investigation, defense and judgment costs where this contract of indemnity applies. In consideration of the award of this contract, the Contractor agrees to waive all rights of subrogation against the County its associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers for losses arising from the work performed by the Contractor for the County. A failure to comply with this provision shall result in County's right to immediately terminate this Agreement. 6 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. Any attempts by Contractor to assign or transfer its rights hereunder without such prior approval by County shall, at the option of County, automatically terminate this Agreement and all rights of Contractor hereunder. Such consent may be granted or denied at the sole and absolute discretion of County. 16. Examination of Records. To the extent required by law, the Contractor agrees that an duly authorized representative of County, including the County Auditor, shall have access to and the right to examine and audit any books, documents, papers and records of Contractor, involving all matters and/or transactions related to this Agreement. Contractor agrees to maintain these documents for three years from the date of the last payment received. 17. 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. 18. Notices. County may designate, prior to commencement of Work, its project representative ("County Representative") who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to County Representative. All notices or other communications made by one party to the other concerning the terms and conditions of this contract shall be deemed delivered under the following circumstances: (a) personal service by a reputable courier service requiring signature for receipt; or (b) five (5) days following delivery to the United States Postal Service, postage prepaid addressed to a party at the address set forth in this contract; or (c) electronic transmission via email at the address set forth below, where a receipt or acknowledgment is required and received by the sending party; or Either party may change its notice address(es) by written notice to the other. Notice may be sent to: TO CONTRACTOR: Name: Darren Walsh Position: President and Chief Executive Officer (CEO) Address: 6240 Smith Road Address: Denver, Colorado 80216 E-mail: grants@ccdenver.org Phone: 303-742-0828 TO COUNTY: Name: Jamie Ulrich Position: Director of Human Services Address: 315 North 11th Avenue, Building A Address: Greeley, Colorado 80634 7 E-mail: ulrichjj@weld.gov Phone: 970-400-6510 19. 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. 20. 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. 21. 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. 22. 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. 23. 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. 24. Survival of Termination. The obligations of the parties under this Agreement that by their nature would continue beyond expiration or termination of this Agreement (including, without limitation, the warranties, indemnification obligations, confidentiality and record keeping requirements) shall survive any such expiration or termination. 25. 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. 26. Governmental Immunity. No term or condition of this Agreement 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. 27. 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 8 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. 28. 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. 29. 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. 30. Attorney's Fees/Legal Costs. In the event of a dispute between County and Contractor concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 31. Binding Arbitration Prohibited. Weld County does not agree to binding arbitration by any extra judicial body or person. Any provision to the contrary in this Agreement or incorporated herein by reference shall be null and void. 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, 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. 9 IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and year first above written. COUNTY: ATTEST: dgerif44) `d''g1 lerk to the Boar BY: Deputy Cle tO t i e BI:i�%f'TL'°�Il� BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO Mike Freeman, Chair MAY 1 5 2323 NTRACTOR: atholic Charities and Community Services of the Archdiocese of Denver 6240 Smith Road Denver, Colorado 80216 By: Darren ash (May4, 202315:44 MDT) J Darren Walsh, President and Chief Executive Officer Date: May 4, 2023 to 02002,, — 4365 Exhibit A WELD COUNTY'S REQUEST FOR PROPOSAL. (Weld County's Request for Proposal is incorporated into this agreement by reference and will be provided upon request to the Department ) This page is intentionally left blank Exhibit B Older American Act Grant Application Packet - Fiscal Cover Sheet Project Period: July 1, 2023 - June 30, 2024 County to be Served: Weld Applicant Agency's Program Title for Services to be Provided: Weld - Older Adult Minority Outreach First Time Applicant X Prior Applicant ("X" one) Category of Service to be Provided ("X" only one box. A separate application must be completed for each service in which funding is sought.) X Access Services Community Services Nutrition Services Amount of Program Funding Requested: (Enter the amount from line h of the Program - Expenditures tab.) 54,600 Applicant Agency's Information Agency Name: Agency Director's Name: Phone Number: Program Director's Name: Title: Phone Number: Agency Type: X Public Agency Non -Profit Agency Mailing Address: Physical Address: (If different from Mailing Address) 1tholic Charities and Community Services of the Archdiocese of Denvi Darren Walsh 303-742-0828 Cheri Anderson Director Case Management 970-353-6433 Private For Profit Agency Other: 6240 Smith Road Denver, CO 80216 1442 North 11th Avenue Greeley, CO 80631 Terms and Conditions: It is understood and agreed by the undersigned that: 1). Funds granted as a result of this request are to be expended for the purpose set forth herein and in accordance with all applicable laws, regulations, policies, and procedures of the WCAAA, the State of Colorado, and the Older Americans Act; 2). any proposed changes in the proposal will be submitted in writing by the applicant and upon notification of approval by the WCAAA Aging Services Division shall become part of this agreement; and 3). funds awarded as a result of this application may be terminated at any time for violations of any terms or requirements of this agreement, or for any unanticipated funding modifications. Signature: (Must be that of Applicant Agency Representative lawfully authorized to enter into agreements on behalf of the agency and bind the agency to such agreements.) Name: Email: Darren Walsh grants@ccdenver.org Title: President and CEO 2/10/2023 Signature Date Exhibit B Proposed Program Budget - Expenditures Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Minority Outreach Description Program Expense (Round to Whole Number) Personnel ( List and percentage each (Salary & Wages) position directly of time working on this program expended on this program.) separately, specifying annual salary Social Case Worker I (1 FTE, $42,848 annual salary, 20% time on this program) 8,570 Social Case Worker I (1 FTE, $44,905 annual salary, 20% time on this program) 8,981 Social Case Worker I (.75 FTE, $32,586 annual salary, 55% time on this program) 17,922 Director of Case Management (1FTE, $74,535 annual salary, 3% time on this program) 1,789 (a). TOTAL Personnel Expenditures $ 37,262 Fringe ( List benefit Benefits each position directly working on this program separately, and percentage of time expended on this program.) specifying annual fringe Social Case Worker I ($19,066, 20% time on this program) 3,813 Social Case Worker I ($16,402, 20% time on this program) 3,280 Social Case Worker I ($7,813, 55% time on this program) 4,297 Director of Case Management ($23,300, 3% time on this program) 559 (b). TOTAL Fringe Benefit Expenditures . $ 11,949 Travel (Itemize directly rate. need.) - Mileage For mileage expense reimbursed to staff and volunteers for mileage incurred while working on this program, including the number of miles and the reimbursement other types of program travel costs, specify the nature of the expense and the Mileage Reimbursement: 649 miles at $.655 per mile 425 (c). TOTAL Travel Expenditures $ 425 Supplies (Itemize supply costs used for direct operations of this program.) Page 1 of 7 Exhibit B (d) TOTAL Supply Expenditures t� sa_ _Q aws Other (Itemize all other program costs directly used in the operations of this program and not already included any other above category ) (e) TOTAL Other Expenditures (f). TOTAL DIRECT PROGRAM EXPENDITURES (Sum of lines a through e) (g). Allowable Indirect Expenditures (Enter 10% of Line f) (h) TOTAL PROPOSED PROGRAM EXPENDITURES (Sum of lines f and g) (Equals the amount of Older Americans Act Funding requested ) :6 4;600, Page 2 of 7 Exhibit B Proposed Program Budget - Sources of Funding Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Minority Outreach Match Area Agency on Aging Funding Requested (Amount from Line h of Proposed Program Budget - Expenditures) $ 54,600 Match Requirement: Cash and In -kind contributions must be verifiable from the applicant agency's records; Not be included as match for any other federally assisted project or program; Be reasonable and necessary for proper and efficient accomplishment of the program objectives; Be allowable under applicable federal cost principles; Be provided for in the overall budget; and, conform to federal matching requirements. (a). Minimum Required Match: 10% of Older Americans Act Funding Local Cash Match (Enter Amount from Local Cash Match tab) In -Kind Match (Enter Amount from In -Kind Match tab) (b). Total Match Contributed Match Requirement Met (Line b minus line a - Cannot be a Negative Number) : $ 5,460 6,000 5,000 $ 11,000 $ 5,540 Program Income Program Income (Enter any income generated by the applicant agency that is from activities, for which part or all of the cost of which is borne by the program. Include voluntary client contributions received directly from clients, for services or goods provided by the program. NOTE: Charging a fee for clients to receive program services or goods is prohibited. In addition, all program income is to be expended for program costs.) Description Amount None. TOTAL Program Income $ Exhibit B Proposed Program Budget - Local Cash Match Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Minority Outreach Local Cash Match (Local Cash Match are sources of cash to be received from non -Federal and non -State sources passing to the or those of the applicant agency, which are to be used for the payment of allowable program expenditures.) control of the applicant agency, Source of agency, list Funds applicant (Name of agency contributor name) or if applicant Existing Contributor Relationship in Place with Y/N Commitment in Place Contribution to Agreement Provide Y/N Amount to be of Contributed Cash Match Archbishop's Appeal Y Y 6,000 TOTAL Cash Match (Transfer Amount to Proposed Program Budget - Sources of Funding Worksheet) 6,000 Exhibit B Proposed Program Budget - In -Kind Match Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Minority Outreach In -Kind Match (!n -Kind Match program for are services, goods, and property to be which no cash reimbursement is required.) donated by the applicant agency or a third party, which are allowable costs of the Source applicant name) of Funds agency, (Name list applicant of contributor agency or if Description of Goods or Services to be Contributed Agreement Commitment Provide Contribution Y/N in Place to Value Goods Contributed of or In -Kind Services Donors Volunteer Hours N 2,000 Donors Clothing and other household goods N 3,000 TOTAL In -Kind Match (Transfer Amount to Proposed Program Budget - Sources of Funding Worksheet) 5,000 Exhibit B Summary of Projected Unit Costs, Service Units, and Clients Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Minority Outreach Projected Unit Costs: Provide Unit Cost using Federal/State requested amounts only Federal/State Grant Funds Requested Estimated Unit Cost $ 54,600 $ 39.00 Projected Service Units and Clients: Projected Service Units and Clients - Instructions Below (A) (B) (C) - (D) Unduplicated Clients by Primary Target Category Services to be Provided Units of Service Unduplicated Clients TOTAL (1). Rural (2). Income Low (3). Minority (4). Frail (5). Other Outreach 1400 500 245 . 125 110 15 5 I _ _ ( A ). Services to be Provided List the name of the services or services per program service descriptions. ( B ). Units of Service In of most service instances value. one hour equals one unit of services. Refer to each service category description for unit ( C ). Total Unduplicated Clients is Total to of be all counted persons receiving one time, services regardless through of how this program many times for the he/she contract utilizes year. the service. Each person receiving services only ( Primary D ). Unduplicated Target Category Clients by Allocate category the unduplicated classification. Note: clients The identified sum of (D) in ( C ) into 1-5 = ( C). one of the following categories, based on the client's primary (1). Rural List the number of adults age 60 and older who will be rural. Definition of Rural: Persons who reside in an Exhibit B area that 1) is not urbanized, and 2) is determined based on RUCA classification of client's zip code An urbanized area has a population concentration of at least 50,000 inhabitants, generally consisting of a central city and the surrounding closely -settled contiguous territory (suburbs) (2) Low Income List the number of adults age 60 and older who will be at or below the poverty threshold established by the Bureau of the Census (3) Minority List the number of adults 60 and older to be served by ethnic/racial group Asian/Pacific Islander A person having origins in any of the original peoples of the Far East, Southeast Asia, the India subcontinent or the Pacific Islands including China, India, Japan, Korea, the Philippine Islands and Samoa Black (Not of Hispanic Origin) A person having origins in any black racial group of Africa American Indian/Alaskan Native A person having origins in any of the original people of North America, and who maintains cultural identification through tribal affiliation or community recognition Hispanic A person of Mexican, Puerto Rican, Cuban, Central or South American, or other Spanish culture or origin, regardless of race (4) Frail List the number of older adults who will be frail/disabled Definition offrail Persons having a physical or mental impairment that affects his/her ability to perform normal daily tasks or that threatens the capacity of an individual to live independently A frail/disabled person has functional limitations in two or more of activities of daily living (5) Other List the number of older adults identified in ( C ) that are not included in category 1-4 Exhibit B Older American Act Grant Application Packet - Fiscal Cover Sheet Project Period: July 1, 2023 - June 30, 2024 County to be Served: Weld Applicant Agency's Program Title for Services to be Provided: Weld - Older Adult Case Management Services First Time Applicant X Prior Applicant ("X" one) Category of Service to be Provided ("X" only one box. A separate application must be completed for each service in which funding is sought.) X Access Services Community Services Nutrition Services Amount of Program Funding Requested: (Enter the amount from line h of the Program - Expenditures tab.) $ 135,000 Applicant Agency's Information Agency Name: Agency Director's Name: Phone Number: Program Director's Name: Title: Phone Number: Agency Type: X Public Agency Non -Profit Agency Mailing Address: Physical Address: (If different from Mailing Address) itholic Charities and Community Services of the Archdiocese of Denvd Darren Walsh 303-742-0828 Cheri Anderson Director Case Management 970-353-6433 Private For Profit Agency Other: Catholic Charities 6240 Smith Road Denver, CO 80216 Guadalupe Community Center 1442 North 11th Avenue Greeley, CO 80631 Terms and Conditions: It is understood and agreed by the undersigned that: 1). Funds granted as a result of this request are to be expended for the purpose set forth herein and in accordance with all applicable laws, regulations, policies, and procedures of the WCAAA, the State of Colorado, and the Older Americans Act; 2). any proposed changes in the proposal will be submitted in writing by the applicant and upon notification of approval by the WCAAA Aging Services Division shall become part of this agreement; and 3). funds awarded as a result of this application may be terminated at any time for violations of any terms or requirements of this agreement, or for any unanticipated funding modifications. Signature: (Must be that of Applicant Agency Representative lawfully authorized to enter into agreements on behalf of the agency and bind the agency to such agreements.) Name: Email: Darren Walsh Signature an ccdenv .orb Title: President and CEO 2/10/2023 Date Exhibit B Proposed Program Budget - Expenditures Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Case Management Description Program Expense (Round to Whole Number) • Personnel (Salary & Wages) ( List each position directly working on this program separately, specifying annual salary and percentage of time expended on this program.) Social Case Worker I (1 FTE, $42,848 annual salary, 80% time on this program) Social Case Worker I (1 FTE, $44,905 annual salary, 80% time on this program) Social Case Worker I (.75 FTE, $32,586 annual salary, 45% time on this program) Director of Case Management (1FTE, $74,535 annual salary, 5% time on this program) (a). TOTAL Personnel Expenditures 34,278 35,924 14,664 4,174 $ 89,040 Fringe Benefits ( List each position directly working on this program separately, specifying annual fringe benefit and percentage of time expended on this program.) Social Case Worker I ($19,066, 80% time on this program) Social Case Worker I ($16,402, 80% time on this program) Social Case Worker I ($7,813, 45% time on this program) Director of Case Management ($23,300, 5% time on this program) (b). TOTAL Fringe Benefit Expenditures 15,253 13,122 3,516 1,305 $ 33,196 Travel - Mileage (Itemize mileage expense reimbursed to staff and volunteers for mileage incurred while directly working on this program, including the number of miles and the reimbursement rate. For other types of program travel costs, specify the nature of the expense and the need.) Mileage Reimbursement: 750 miles at $.655 per mile (c). TOTAL Travel Expenditures 491 $ 491 Supplies (Itemize supply costs used for direct operations of this program.) Page 1 of 7 Exhibit B (d). TOTAL Supply Expenditures Other (Itemize all other program costs directly used in the operations already included any other above category ) of this program and not (e) TOTAL Other Expenditures (f). TOTAL DIRECT PROGRAM EXPENDITURES (Sum of lines a through e) (g) Allowable Indirect Expenditures (Enter 10% of Line f) (h) TOTAL PROPOSED PROGRAM EXPENDITURES (Sum of lines f and g) (Equals the amount of Older Amer►cans Act Funding requested =rim t'^`Kai 12£273` Page 2 of 7 Exhibit B Proposed Program Budget - Sources of Funding Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Case Management Match Area Agency on Aging Funding Requested (Amount from Line h of Proposed Program Budget - Expenditures) $ 13 5, 000 Match Requirement: Cash and In -kind contributions must be verifiable from the applicant agency's records; Not be included as match for any other federally assisted project or program; Be reasonable and necessary for proper and efficient accomplishment of the program objectives; Be allowable under applicable federal cost principles; Be provided for in the overall budget; and, conform to federal matching requirements. (a). Minimum Required Match: 10% of Older Americans Act Funding 1 $ 13,500 Local Cash Match (Enter Amount from Local Cash Match tab) In -Kind Match (Enter Amount from In -Kind Match tab) (b). Total Match Contributed Match Requirement Met (Line b minus line a - Cannot be a Negative Number) : 14,000 5,000 $ 19,000 $ 5,500 Program Income Program Income (Enter any income generated by the applicant agency that is from activities, for which part or all of the cost of which is borne by the program. Include voluntary client contributions received directly from clients, for services or goods provided by the program. NOTE: Charging a fee for clients to receive program services or goods is prohibited. In addition, all program income is to be expended for program costs.) Description Amount None. TOTAL Program Income $ MEI Exhibit B Proposed Program Budget - Local Cash Match Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Case Management Local Cash Match (Local Cash Match are sources of cash to be received from non -Federal and non -State sources passing to the or those of the applicant agency, which are to be used for the payment of allowable program expenditures.) control of the applicant agency, Source of agency, list Funds applicant (Name of agency contributor name) or if applicant I Existing Contributor Relationship in Place with Y/N Commitment in Place Contribution to Agreement Provide Y/N Amount to be of Contributed Cash Match Archbishop's Appeal Y Y 14,000 I i TOTAL Cash Match (Transfer Amount to Proposed Program Budget - Sources of Funding Worksheet) 14,000 Exhibit B Proposed Program Budget - In -Kind Match Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Case Management In -Kind Match (In -Kind Match are services, goods, and property program for which no cash reimbursement is required.) to be donated by the applicant agency or a third party, which are allowable costs of the Source applicant name) of Funds agency, (Name list applicant of contributor or if agency Description of Goods or Services to be Contributed Agreement Commitment Provide Contribution Y/N in Place to Value Goods Contributed of or In -Kind Services Donors Volunteer Hours N 2,000 Donors Clothing and other household goods N 3,000 TOTAL In -Kind Match (Transfer Amount to Proposed Program Budget - Sources of Funding Worksheet) 5,000 0 Exhibit B Summary of Projected Unit Costs, Service Units, and Clients Applicant Agency:Catholic Charities and Community Services of the Archdiocese of Denver Program:Weld Older Adult Case Management Projected Unit Costs: Provide Unit Cost using Federal/State requested amounts only Federal/State Grant Funds Requested Estimated Unit Cost $ 135,000 $ 50.00 Projected Service Units and Clients: Projected Service Units and Clients - Instructions Below (A) (B) (C) (D) Unduplicated Clients by Primary Target Category Services to be Provided Units of Service Unduplicated TOTAL Clients (1). Rural (2). Income Low (3). Minority (4). Frail (5). Other Case Management 2700 370 37 214 100 14 5 ( A ). Services to be Provided List the name of the services or services per program service descriptions. ( B ). Units of Service In of most service instances value. one hour equals one unit of services. Refer to each service category description for unit ( C ). Total Unduplicated Clients is Total to of be all counted persons receiving one services time, regardless through of this how program many times for the he/she contract utilizes year. the service. Each person receiving services only ( Primary D ). Unduplicated Target Category Clients by Allocate category the unduplicated classification. Note: clients The identified sum of (D) in ( C ) into 1-5 = ( C ). one of the following categories, based on the client's primary (1). Rural List the number of adults age 60 and older who will be rural. Definition of Rural: Persons who reside in an Exhibit B area that 1) is not urbanized, and 2) is determined based on RUCA classification of client's zip code. An urbanized area has a population concentration of at least 50,000 inhabitants, generally consisting of a central city and the surrounding closely -settled contiguous territory (suburbs). (2). Low Income List the number of adults age 60 and older who will be at or below the poverty threshold established by the Bureau of the Census. (3). Minority List the number of adults 60 and older to be served by ethnic/racial group. Asian/Pacific Islander: A person having origins in any of the original peoples of the Far East, Southeast Asia, the India subcontinent or the Pacific Islands including China, India, Japan, Korea, the Philippine Islands and Samoa. Black (Not of Hispanic Origin): A person having origins in any black racial group of Africa. American Indian/Alaskan Native: A person having origins in any of the original people of North America, and who maintains cultural identification through tribal affiliation or community recognition. Hispanic: A person of Mexican, Puerto Rican, Cuban, Central or South American, or other Spanish culture or origin, regardless of race. (4). Frail List the number of older adults who will be frail/disabled. Definition of Frail: Persons having a physical or mental impairment that affects his/her ability to perform normal daily tasks or that threatens the capacity of an individual to live independently. A frail/disabled person has functional limitations in two or more of activities of daily living. (5). Other List the number of older adults identified in ( C ) that are not included in category 1-4. Exhibit B 2023 NARRATIVE DESCRIPTION OF CASE MANAGEMENT PROJECT 1. Description of Agency and Related Experience Provide a brief description of your agency and the experience the agency has with programs and services for older adults. Include in your description a defense of your agency's administrative and financial capabilities to manage the program for which you are seeking Weld County Area Agency on Aging funds. Catholic Charities was founded as an emergency assistance program in 1927. Since then, the agency has become one of Colorado's largest nonprofit social service providers, offering many programs and services that meet a broad spectrum of needs. The agency has evolved over the years, but its purpose of working with the vulnerable and the poor to alleviate poverty and promote self-reliance has remained the same. Catholic Charities' main office is in Denver, with regional offices in Fort Collins, Glenwood Springs and Greeley, each of which tailors its services to meet the needs of the local community. Catholic Charities is an independent, nonprofit corporation. Catholic Charities began serving Weld County older adults in 1972. The operation moved to the newly constructed Guadalupe Community Center in Greeley in 2011. This shelter, which serves men, women and families, also serves as the regional office and houses all of Catholic Charities' programs that assist Weld County residents in North Weld County. The Fort Lupton office focuses on giving assistance to south County residents. The Guadalupe Community Center houses our shelter programs, Older Adult services, Emergency Assistance and Homeless Prevention Programs, Victim Assistance, and Family Services. Catholic Charities is seeking funding for its Older Adult Services Case Management program. The agency has the administrative and financial capabilities to manage this program, having provided services to older adults in Weld County for over 50 years. These services include outreach, short- and long-term case management, information and referral, advocacy and representation, assessments, application assistance and education. Administratively, the program case managers have significant experience in delivering services for older adults. They are directed by Cheri Anderson, Director of Case Management. Cheri has a Master of Social Work degree and has worked in the human services field for 27 years. The team leader in South Weld County also has her master's degree in social work. Program planning, growth and grant support is also provided by Enita Kearns-Hout who has 52 years' experience in the field of social services. Additional grant support is provided by the Grant Operations and Development team in Denver. Finally, a dedicated accounting team in the Denver office ensures accuracy in all financial aspects of administering the grant. Catholic Charities has a 21 -member Board of Directors which advances the mission of the agency by evaluating programs and finances and determining long-range goals. Catholic Charities' executive -level staff meets weekly to discuss the state of individual programs and the long-range goals and plans for these programs. Operating successfully for 96 years, Catholic Charities has established sound accounting and program practices that have allowed it to maintain quality and relevance throughout the changing decades. Catholic Charities has an annual audit conducted by an independent accounting firm. We have managed federal grants for over 35 years and have consistently met reporting requirements without any major findings. Our accounting department is well -versed in federal accounting procedures, reimbursement of funds, purchase orders, etc., and has satisfactorily met all OMB requirements throughout the years. Exhibit B 2. Statement of Need Describe the need for the service/program for which funds are being requested. Support with data, needs assessments and anecdotal information. The Older Adult Case Management program focuses quality -of -life for low-income, minority older adults who many are frail and isolated. With the guidance provided by a case manager and through acquiring benefits, critical support services or a new more affordable home, older adults living at or near the poverty level can realize a better quality of life. In general, the population in the United States is aging rapidly. The population of baby boomers continue to age —by 2030 all Baby Boomers will be 65 or older. Census data in Weld County indicates that 12.6% of the county's population is over 65. That percentage translates to 42,844 older adult county residents. In Greeley, data shows us that 11% of the city's residents are older adults and 8% (8,745) of the citizens have income less than $10,000 annually. In smaller Weld County communities, the population of older adults living in poverty ranges from 3.7% in Eaton, North of Greeley, to the smaller communities of Dacono, Platteville, and Keansburg with poverty rates averaging 6.5%. The need for older adult support is clearly represented by the increasing number of requests for services. On top of increasing caseloads, we are also seeing higher acuity levels in those we help. Increases in mental health issues, like depression, or substance use issues, add a layer of complexity to the services we provide and the time it takes to engage and advance each case. The increase in need is challenging staffs capacity to respond quickly thus requiring a wait list at times. Our staff knows not responding quickly causes anxiety and fear in those we serve. We also hear that older adults begin to lose faith that that anyone will help them. Our staff always prioritize emergency situations, such as immediate threat of homelessness, as well as physical and mental health emergencies. Anecdotally, throughout Weld County there are not enough resources available to meet the needs of older adults who are at risk due to poverty, neglect, financial exploitation, social isolation, chronic health, and lack of family support. Many of these older adults had service industry and manual labor jobs, were homemakers or worked part time, which meant they had lower lifetime earnings and are now living at or near poverty. Others need the Case Management program because they have been victims of financial exploitation. The National Council on Aging estimates that up to five million older adults are victims of financial abuse annually. A CASOA Report states that between 8-30% of older adults have experienced safety problems related to being a victim of crime, abuse, or racial discrimination. Other older adults need services, information and referrals because they live alone and do not drive, which prevents them from accessing community services. In fact, over 90% of clients served by our programs do not drive. Those who live in rural areas of the county do not have access to bus service. Because of the high cost of housing, we are seeing a surge in homelessness for older adults at a level we have never before witnessed. Currently, we are serving 6 older adults at the Guadalupe Shelter. Older adults are proud and do not want to ask for the assistance they are eligible for, thinking someone else needs it more. Most clients report not being versed on using technology, thus there is a need for not only finding needed programs but also assistance in completing applications. In the last fiscal year, we have seen a significant increase in referrals from AAA for client support of Home Health Care applications. One of our Exhibit B case managers summed up the current situation the team is seeing while serving older adults. This staff member shared that the team is seeing more and more clients without any family or other outside support. Many times, our staff is working hard to resolve one complex challenge with their older adult client; however, no sooner has the one issue been resolved than another significant issue suddenly presents itself and needs immediate attention. We see this play out when a financial situation is resolved to keep the client in their home and then they suffer a major health incident that sends them back into crisis. Our case managers report feeling that their one-on-one, in -home care for their clients feels like critical support to keep these frail, rural, low-income adults supported during their times of need. 3. Services to be Provided Identify and describe the services to be provided. Include an explanation of the system used to deliver services, including facilities or equipment you will be using. For example, if people will be coming to your office for services, describe your office facilities. The Catholic Charities' Older Adult Case Management program focuses on at -risk adults. They most often fall into this category because they are living below the poverty line, frail, isolated geographically or socially, without family or friends support, homebound, or have language or cultural barriers. These characteristics make it difficult for them to access needed services and benefits. The program works to provide these older adults with direction, advocacy and assistance so that they can age in place safely, maintain or improve their health, have access to resources and benefits, remove or lessen barriers to being self-reliant, and maintain their maximum functional potential. The initial assessment begins with listening to the concerns of the older adult, followed by a holistic assessment of needs with information provided on options and resources to meet those needs. Further assessments continue to be client -driven regarding their needs and include an assessment of their health, benefits and resources; community referrals; assistance in completing applications for benefits; care coordination and monitoring the delivery of services to ensure that their needs are being met. Services are provided in the client's home, Catholic Charities' offices -which are ADA-compliant - other service agencies, and in doctors' offices. Several of our case managers are fluent in Spanish and English, a crucial component to delivering effective services in a culturally sensitive manner. Older adults needing case management services are referred through human services departments, United Way 211, hospitals, doctors, family, neighbors, friends, churches, and other senior health care agencies. Some referrals come from Catholic Charities' own Emergency Assistance program, Guadalupe Shelter, and Grandparents Raising Grandchildren programs. Services provided by the Case Management program are: Assessment, the Client Care Plan, and Service Delivery Monitoring. The services provided include the following: Assessment 1. Risk Assessment that evaluates the client's physical and mental health, social connections, and economic status. From this information and client -stated concerns, the case manager can determine a client's needs pertaining to health care coverage, chronic disease management, medication, oral and eye health, hearing, and safety -related Exhibit B equipment as well as emotional and physical health needs. Follow up and reassessment are critical to case management that is complex and not on a short-term basis. 2. Benefits assessment 3. Determination of cultural and/or language barriers 4. Home Environment Safety Check and Recommendations Client Needs Plan 1. Educate the client on available resources to meet the defined need(s) 2. Make referrals to partnering agencies to meet the defined need(s) 3. Advocate with referring agencies 4. Assist the client in completing benefit and service applications S. Identify transportation resources or provide transportation when the presence of the case manager is critical Service Delivery Monitoring 1. Make home visits to ensure that referring agency provides agreed -upon services 2. Refer to additional agencies when indicated 3. With client approval, engage family, friends and other social connections in addressing needs and improving the quality of social interaction 4. Make referrals to appropriate agencies when abuse, neglect or financial exploitation or fraud is suspected 4.Objectives and Action Steps List the major objectives and action steps for this specific project. Objectives and action steps listed should address: • Services to be provided • Targeting • Acquisition of client contributions • Coordination • Project monitoring and evaluation • Outcome measures OBJECTIVE 1 Increase clients' financial stability so that they may be able to provide for their basic needs. ACTION STEPS • Assess financial status and eligibility for benefits • Assist older adults in applying for benefits such as Food Stamps, Medicare Savings Program, Old Age Pension and options for Long Term Care [Home and Community Based Services (HCBS), Home Care Allowance (HCA) and Consumer Directed Attendant Support Services (CDASS) • Provide benefits advocacy • Assist older adults in applying for the Low -Income Energy Assistance Program (LEAP) • Provide advocacy for utility bill payments, conflict with landlords and financial institutions • Refer clients to Catholic Charities' Emergency Assistance program, attempting to avoid homelessness • Assist with state rent, heat and property tax rebate applications • Make referrals to the Supplemental Food Program or agencies that provide emergency Exhibit B food boxes and arrange for delivery when needed • Assist in organizing bill and benefit information as well as housing authority information • Assist for acquisition of critical documents: birth certificates and ID (that may be expired) • For a homeless older person, housing location and assistance OBJECTIVE 2 Increase clients' emotional stability and reduce social isolation ACTION STEPS • Refer clients to the Peer Counselor program through North Range Behavioral Health • Encourage and facilitate increased contact with family and friends • Arrange for Friendly Visitors • Make home visits • Encourage increased social interactions including educational/ social group activities • Arrange for church visitors OBJECTIVE 3 Improve the safety of clients' home environment ACTION STEPS • Complete Home Environment Safety Check and make plan to address safety issues • Provide medication reminder boxes • Arrange for Life Alert service • Make referrals for the construction of ramps • Facilitate acquisition of durable medical equipment and grab bars for the bathroom OBJECTIVE 4 Provide the best opportunity for healthy aging and mobility through medical services, support and access to prescribed medication ACTION STEPS • Assist in arranging transportation to medical appointments • Accompany to medical appointments to ensure that questions are answered, and medical directives understood • Facilitate prescription pickup • If necessary, use Catholic Charities emergency funding for co -pay. • Find funding for, and assist with applications for, dental work, eye exams and glasses and durable medical equipment. • Make referrals for a free eye exam • Make referrals to exercise programs and free classes • Monitor the provision of medical services/care plans • Provide chronic health care management information or refer to partnering agency for this information • Organize a medical and appointment- related data folder which will allow for easy access and updating OBJECTIVE 5 Maintain complete and accurate records that document each stated and determined client needs, care plan, services provided and outcomes. In addition, maintain records in Exhibit B accordance with the Colorado Department of Human Services State Unit of Aging Policies and Procedures. Register all clients in Weld County AAA data system, PeerPlace, and follow all procedures required for the data system. ACTION STEPS • Maintain case files for each client receiving services to include demographic data, client profile, needs, services provided and progress toward goals and outcomes Prepare monthly statistical reports as required by Catholic Charities Work with Catholic Charities' Program Evaluation staff on mechanisms for evaluating the program and its services OBJECTIVE 6 Secure sufficient revenues for the program to ensure continued quality program services for at -risk older adults in Weld County. ACTION STEPS • Communicate opportunities for donations with the community from those receiving services and provide mechanisms for them to make donations • Work with Catholic Charities' grants department on securing additional funding 5. Targeting The Older Americans Act requires that services be targeted to those most socially and economically in need. Describe your plan for targeting services to socially and economically disadvantaged older adults. Specifically, address older adults who are frail, homebound, minorities, and have low income. The plan for targeting must be concrete and measurable, similar to the format for the objectives and action steps. Greatest Economic Need: The need resulting from an income level at or below the poverty levels established by the federal Office of Management and Budget. Greatest Social Need: The need is caused by factors other than economic. This includes physical and mental disabilities, language barriers, cultural or social isolation including that caused by racial or ethnic status that restrict an individual's ability to perform normal daily tasks or that threaten his or her capacity to live independently. Greatest Economic Need A client's economic need is documented during the initial assessment, at which time it is also ascertained what benefits (Supplemental Security Income, Old Age Pension, food stamps, subsidized housing, etc.) the client is currently receiving. All older adults eligible for this program experience needs ranging on a continuum from moderate to very acute. They have complex issues and challenges that can place them at risk economically, as well as socially and medically if there is not intervention. Eighty-five to 90% of older adults served are below the poverty level. As a result, this program targets and services some of the neediest in the community. Greatest Social Need A client's physical and mental health is documented during the initial assessment, as are any barriers (including those caused by language, literacy, distrust of government, isolation or memory loss) to accessing benefits and services. The initial assessment also documents social Exhibit B connections (friends and family and their proximity, neighbors, etc.) and the client's ability to perform daily tasks and live independently. Older adults with the greatest physical and mental health needs and social needs are given priority. All older adults eligible for this program experience, to some extent, several of the needs discussed here. ECONOMIC NEEDS TARGETING PLAN ACTION TIMEFRAME Determine client poverty level as established by the federal Office of Management and Budget Initial visit Determine if the client receives SSI, Food Stamps, or other benefits Initial visit Review expenses (and financial needs related to those expenses) for such things as medical and prescription costs Initial visit and annual follow up Provide information on how to access benefits Initial visit and annual follow up SOCIAL NEEDS TARGETING PLAN ACTION TIMEFRAME Determine extent and proximity of support system: children, extended family, friends and neighbors, faith -based connections Initial visit Determine language, literacy, race and ethnic barriers. Initial visit Assess physical and/or mental disabilities and their restriction on activities Initial visit Assess client's ability to overcome barriers. Initial visit and ongoing In targeting clients/families with greatest economic and social needs, the program staff will ensure that client population for the program will reflect the following characteristics: CLIENT POPULATION CHARACTERISTIC PERCENTAGE Low -Income 98% Minorities 50-60% Age 60 or over 100% Rural —As defined by federal definition of Rural 10% Frail, Disabled Mentally and/or Physically 80% 6. Client Contributions The Older Americans Act prohibits the charging of fees and the use of means testing. However, the Exhibit B Older Americans Act requires that each older adult receiving services be provided with the opportunity to contribute toward the cost of the service. In addition, no older adult can be refused service if they are not able to or choose not to make a contribution. Describe how client contributions will be solicited for this project. Include issues such as: client confidentiality, the development of a suggested contribution fee schedule, and the cash management procedure for handling program income. Each program participant will be given the opportunity to voluntarily contribute to the cost of services provided. Clients will not be pressured to contribute, and it will be made clear that they will not be refused service if they are unable to, or choose not to, contribute. When a contribution is made, it is collected by program staff, and the client is given a receipt. The contribution is then is given to the program director for deposit. Each contribution is confidential; Catholic Charities reports to funding agencies only the aggregate contributed and the number of contributions. 7. Coordination Describe and list the agencies you will work with to ensure your program is the most effective and well-known in the community. Catholic Charities will coordinate services with the following service providers. The Older Adult Services Case Management program also coordinates with other Catholic Charities' programs, including Guadalupe Community Center Shelter, in the event that an older adult is evicted. AGENCY TYPE OF AGENCY SERVICES A Woman's Work (AWW) Nonprofit St. Vrain residents only childcare, housing, transportation, medical Aspen Club (UC Health) Nonprofit Medicare resources A.V. Hunter Trust, In Nonprofit Dental, Hearing Aids, Medical equipment grants Almost Home, Inc Nonprofit Emergency rent/utility assistance; shelter Alzheimer's Association Nonprofit Support Groups; Information Carbon Valley Help Center Nonprofit Utility assistance & Food pantry City of Fort Lupton Parks & Rec. City Fitness, social support, silver sneakers Colorado Legal Services Nonprofit Legal support Colorado Visiting Nurse Associations Home Health Care Referrals Connections for Independent Living Nonprofit Support services for the disabled Fort Lupton Housing Authority Housing Referrals, Education; Housing Friends of Man Nonprofit Dental, Hearing Aids, Medical equipment grants Good Health Will Medical Medical Equipment at low cost (used) Exhibit B Goodwill Industries Human Services Low -Income Energy Assistance Program (LEAP) applications Greeley Active Adult Center Fitness Social fitness programs Greeley Noon Lions Club Nonprofit Eye examination and eyeglasses Greeley -Weld Housing Authority Housing Referrals, Education; Housing InnovAge Medical PACE program One Sight Program through Lens Crafters and Pearle Vision Nonprofit Vision exams and eyeglasses LEAP Federally Funded Low-income Energy Assistance Program, applications Meals on Wheels Nonprofit Meals for homebound seniors North Colorado Medical Center Medical Forms; Translation; Transportation North Colorado Health Alliance Medical/Nonprofit Community Health partners North Range Behavioral Health Mental Health Referrals; Peer Counseling OUR Center Nonprofit Emergency rent or utility assistance Qualified Listeners Nonprofit Veteran Support, referrals Rodarte Community Center Fitness Social resources Retired Seniors Volunteer Programs (RSVP) Nonprofit Ramps; Meals; Volunteer services Salud Family Health Center Medical Forms; Translation; Transportation Senior Community Service Employment Program (SER) Nonprofit Employment and training for seniors Senior Resource Services Nonprofit Volunteer Transportation Program Silver Sneakers Program Fitness program Membership Social Security Administration Federal Agency Benefit Forms; Translation State of Colorado Energy Office (Weatherization Program) Nonprofit Insulation; Furnace repair or replacement Sunrise Community Health Medical Forms; Translation; Transportation The Miracle House Nonprofit Shelter for families with children United Way 211 Nonprofit Referrals Various Churches Religious Food Pantries Various Hospice Health Care Referrals Various Police Departments Government Referrals; Safety checks Weld County Area Agency on Aging Human Services Referrals; Nutrition site; Visions; Dental; Hearing; Chore services; Case management; Legal services Exhibit B Weld County Human Services Government OAP forms, Food Assistance; Adult Protective Services; Benefit Eligibility Weld County Sheriffs Office Government Referrals; Safety Checks Women 2 Women Nonprofit Emergency -needs funding 8.Project Monitoring, Evaluation and Outcomes • Describe how progress on project objectives will be monitored. • Who will be responsible for completing the monthly financial report and quarterly statistic report? How will these reports be used to assist in monitoring project progress? • Describe the system that will be used to elicit feedback from service recipients about services provided. When will this occur? • How will you measure the outcomes of your program? Who will monitor and report on the outcome measurements? Project objectives will be monitored by: a. Keeping accurate records of the number of clients, units of service and client demographics b. Keeping accurate and complete records on referrals and services provided. c. Continuing to follow Catholic Charities' Performance and Quality Improvement process d. Distributing client satisfaction surveys e. Reviewing all client files on a quarterly basis Monthly statistical reports are prepared by the program staff and reviewed by the Director of Case Management. Financial reports are prepared by Catholic Charities' accounting department and reviewed by Director of Case Management to determine if the program is on track with its annual budget. Client demographics and units of service (UOS) are entered into Catholic Charities ETO and Area Agency on Aging (AAA)SUDS databases. Reports can be run from both systems. All Catholic Charities programs are evaluated on an annual basis. Reponses to yearly client satisfaction surveys are evaluated by program team and manager to determine if any program changes are needed. Catholic Charities uses a Performance and Quality Improvement (PQ1) process through which staff measure, monitor and work to improve outcomes. Numbers of clients served are evaluated monthly by the team and management. As a group the team looks for strategies to improve outreach and overcome barriers to participants access to services. Grievance Procedure: Clients are informed of the grievance procedure at the initial home visit. In summary, the procedure aims to resolve the grievance at the earliest stage possible, but in the event that this does not occur, the grievance is forwarded to the next level of supervision until a resolution is reached. A time frame is put on each stage of the resolution process so that it is resolved in a timely fashion, and clients are informed that filing a grievance does not affect their eligibility to receive services. Advisory Committee: Catholic Charities suspended in -person advisory meetings. When the group meetings can be held assuring members health and safety, they will resume. Procedurally, the Advisory Group will meet quarterly with participants/clients living in Weld County. The committee members Exhibit B consist of the Director of Case Management, two Case Managers, two to six adults. The Advisory Committee will be updated on program services and directions as well as challenges. The committee is valued for providing recommendation for outreach opportunities as well as, barrier to access and recommendations for new programs or emphasis of services. 9. Future Goals and Plans Identify what you believe to be the future of your program. This could be in terms of physical location, changes in needs of clients, and what programs would need to be implemented to meet those needs, demographic changes that could impact the need for your project, changes within your parent organization, competition from other sectors, application of technology that could change the way your program works, and any other changes that could impact your program. There are two significant factors that highlight the need to continue to expand case management services for at -risk older adults throughout Weld County: (1) Outside of assisted living facilities and the hospital, Catholic Charities provides the only non -governmental case management model that all at -risk low income older adults can access to improve their quality of life, regardless of their ability to pay; and (2) The complexity of clients' needs and their lack of familial and social support have resulted in a greater percentage of clients needing more intensive services to find solutions to serious challenges to aging in place in their homes. Catholic Charities' Older Adult Services Case Management team continues to focus on finding solutions that encourage independence, self-determination and continued physical and mental health well-being. Last year all case managers were equipped with laptops increasing their efficiency especially during home visits. The needs of low-income older adult services in Weld County will continue to increase, driven for example by the aging of the baby boomers and increased life expectancy. Over the past few years, Catholic Charities has seen the needs of this target population increase because of high cost of rents, deteriorating/unsafe housing, inflation, higher costs for all basic needs including food, increased impact of limited fixed income, isolation, language and literacy barriers, lack of family/friend support, and lack of accessible resources. Older adults living in municipalities as well as rural areas are often isolated because they do not drive and do not know there are programs that could significantly improve their quality of life. Catholic Charities is committed to applying for grant funding so that the program and staff can continue to provide critical and valuable case management services to at -risk, low-income older adults. We will continue to work with agency partners to advocate for a focus on community features that contribute to older adult's quality of life, mobility and safe neighborhood and street, transportation options for non -drivers and opportunities for social engagement such as AAA supported programs -- community luncheon sights and exercise opportunities. A safe and accessibly modified home is the foundation for an older adults' opportunity to age in their home safely-- another area of needed focus and solutions. With accessible opportunities for physical and emotional well-being support, our missions is to help Weld County older adults have accessibility to the tools they need to thrive and enjoy the last seasons of their life. There is a program challenge has been identified, and one for which we need to find a solution. With census data revealing the growth in the older adult population, we need to plan for additional staff to serve the needs of this growing population. It is certain that older adults will continue to need short and long-term complex case management support. Unfortunately our current case managers are maxed out on their caseloads at this time. We are exploring alternatives to service delivery, including alternative staffing options, such as a part-time benefit specialist or peer support staff and increased support from Exhibit B volunteers. A part-time staff member may be able to expand outreach and manage some of the simpler client needed tasks such as benefit applications, freeing the case manager to address more complex medical and social needs. As we codify new solutions, we will also look for additional funders to support a new part time staff member. Our goal is that older adults turning to Catholic Charities can receive timely response and compassion and best practice provision of services to improve their wellbeing and quality of their lives. Exhibit B 2023 NARRATIVE DESCRIPTION OF OUTREACH PROJECT 1. Description of Agency and Related Experience Provide a brief description of your agency and the experience the agency has with programs and services for older adults. Include in your description a defense of your agency's administrative and financial capabilities to manage the program for which you are seeking Weld County Area Agency on Aging funds. Catholic Charities was founded as an emergency assistance program in 1927. Since then, the agency has become one of Colorado's largest nonprofit social service providers, offering many programs and services that meet a broad spectrum of needs. The agency has evolved over the years, but its purpose of working with the vulnerable and the poor to alleviate poverty and promote self-reliance has remained the same. Catholic Charities' main office is in Denver, with regional offices in Fort Collins, Glenwood Springs and Greeley, each of which tailors its services to meet the needs of the local community. Catholic Charities is an independent, nonprofit corporation. Catholic Charities is seeking funding for its Older Adult Minority Outreach program. The agency has the administrative and financial capabilities to manage this program, having provided services to older adults in Weld County since 1972. In 2011, the operation moved to the newly constructed Guadalupe Community Center in Greeley. This facility, which serves men, women, and families, also serves as the regional office and houses all Catholic Charities' programs that serve Weld County and the surrounding area. In addition to the shelter, these programs include Older Adult Services, Emergency Assistance, Victim Assistance, and Family Services. The Older Adult Services we provide include outreach, short- and long-term case management, information and referrals, advocacy and representation, assessments, application assistance and education. Our experienced case managers, two working out of the Greeley office and two through the Fort Lupton south county office (including a MSW Social Worker) are overseen by Cheri Anderson, Director of Case Management. Cheri has a Master of Social Work and has worked in the human services field since 1992. The program is supported by an accounting team in the Denver office to ensure the financial aspects of administering the grant. Catholic Charities has a 21 member Board of Directors which advances the mission of the agency by evaluating programs and finances and determining long-range goals. Catholic Charities' executive -level staff meets weekly to discuss the state of individual programs and the long-range goals and plans for these programs. Operating successfully for 96 years, Catholic Charities has established sound accounting and program practices that have allowed it to maintain quality and relevance throughout the changing decades. Catholic Charities undergoes an annual audit conducted by an independent accounting firm. We have managed federal grants for over 35 years and have consistently met reporting requirements without any major findings. Our accounting department is well -versed in federal accounting procedures, reimbursement of funds, purchase orders, etc., and has satisfactorily met all OMB requirements throughout the years. 2. Statement of Need Describe the need for the service/program for which funds are being requested. Support with data, needs assessments and anecdotal information. Exhibit B The need for Catholic Charities' Older Adult Minority Outreach program is supported by population and census data in Weld County where 12.6% of the population, or 42,844 residents are over the age of 65. The number of Weld citizens living in poverty is 9.8%. From our largest city to small rural communities, there are concerns for older adults who struggle to meet their basic needs. Current census data alert us that 11% of Greeley residents are older adults and 8% (8,745) of these citizens have income of less than $10,000 annually. Fort Lupton records a population of 8,669 with 9% being older adults and 6.7% living in poverty. To the north of Greeley, Eaton has 14.7% who are older adults and 3.7% living in poverty. The smaller communities of Dacono, Platteville and Keenesburg have poverty rates averaging 6.5%. Anecdotally, in working with the more rural and Spanish-speaking older adult populations in south Weld County and regions north of Greeley, Catholic Charities has found that the isolation as well as language barriers cause challenges in getting essential information to the older adults regarding resources and services. The need for older adult support is represented by the increasing number of requests for services, challenging the staffs capacity to respond quickly and necessitating the placement of some new referrals on a waiting list. We know this causes anxiety and fear for the participants. Also this wait list weighs heavily on staff who want to serve every referral in a timely manner. Compounding the challenge is convincing many older adults who are identified with a need that it is okay to ask for assistance, that they deserve support, and that it is safe to share personal financial data. Again, we understand that speedy response to the calls for help is one of the first steps to gaining the trust of the older adult. Transportation is often a serious barrier for many of our participants because of their age, frailty, and the lack of transportation options and no bus service in this rural part of the county. That is why a critical part of our programs necessitates care managers driving to the participant's home. Catholic Charities' Older Adult Services program addresses the need to provide accessible and impactful support services to low-income area older adults. Catholic Charities ensures that services are accessible to any older adults by providing them at no cost to any participants who cannot afford to contribute toward their services provided. Almost all we serve are on fixed incomes and struggle to meet their daily housing, food, utility cost, medicine, and personal need expenses. Available support services, such as case management, translation, transportation, home care and medical assistance are rarely free and are often beyond the reach of many seniors. Because of this, many older adults often forego the care they need, are socially isolated, do not receive benefits they are entitled to, and neglect chronic health conditions that then worse and require acute care. Catholic Charities' no -fee program is essential to ensuring that low-income older adults are not shut out when it comes to accessing services that can help them age safely in their own homes. 3. Services to be Provided Identify and describe the services to be provided. Include an explanation of the system used to deliver services, including facilities or equipment you will be using. For example, if people will be coming to your office for services, describe your office facilities. Catholic Charities' Older Adult Minority Outreach program was first developed to serve low-income, isolated, frail and/or disabled older adults aged 60 and over who live in rural Weld County. We have come to understand that in the largest city in the county, Greeley, there are also many older adults in need of outreach and short-term information, referral, and support. The goal of the program is to assist clients in overcoming barriers to securing benefits and connect them with services in the community. Catholic Charities' services are delivered by case managers in client homes or Catholic Charities' office, which is fully ADA-compliant. Clients learn about the program through Catholic Charities' ongoing community outreach efforts that target social service agencies, medical/doctor offices, older Exhibit B adult and Recreation Centers and local churches. Referrals are made to the program by current clients, other social service agencies, AAA, health care providers, families, and neighbors. Having caseworkers that serve our very county, with offices in Northern and Weld county certainly supports accessibility. One case manager in each office is bi-lingual, a crucial component to delivering effective services to the minority older adult population we serve in a culturally sensitive manner. A snapshot of the Minority Outreach program along with the time frames includes: 1. Community outreach that identifies minority, older adults in need and provides information on benefits and resources. Ongoing 2. Outreach to minority, older adults who have been referred to the program by health care providers, social service agencies, family, and neighbors. Ongoing 3. Initial Risk Assessment that evaluates the client's physical and mental health, social connections, and economic status and the determined and requested needs. Ongoing 4. When a home visit is made-- an Environment Safety Check is provided. Ongoing 5. Translation of forms, letters, documents to assist the client in securing benefits and maintaining social contacts. Ongoing 6. Assistance in filling out forms for benefits. Ongoing 7. Interpretation and Advocacy for Spanish-speaking older adults who are seeking services or benefits. Ongoing 8. Referrals and connections to other agencies for transportation, food, medical care, etc. Ongoing 9. Information about community services, presented through printed materials in both English and Spanish as well as through verbal communication in both English and Spanish, for clients, families, and care providers. Ongoing 10. Transportation when the transportation is critical to the participant's need and other options are unavailable. Ongoing 4. Objectives and Action Steps List the major objectives and action steps for this specific project. Objectives and action steps listed should address: • Services to be provided • Targeting • Acquisition of client contributions • Coordination • Project monitoring and evaluation • Outcome measures OBJECTIVE 1 Provide 1,400 units of direct one-on-one outreach services to older adults in Weld County: • A minimum of 50% of the older adults served will reside outside of the Greeley/Evans area. • 65% to 75% of the newly identified older adults will not have been served by the program in the past. ACTION STEPS • Continuing development of mechanisms to identify isolated older adults in need of services/support. Ongoing • Continuing communication to the service community regarding Catholic Charities older adult program. Targeted audiences include the Hispanic population, medical professionals and facilities, human service organizations, older adult recreation centers, and churches. Ongoing Exhibit B Respond to inquiries for services and make initial client contact. Ongoing • When indicated, conduct a client home visit, and complete the Risk Assessment. Ongoing • When indicated, conduct an Environment Safety Check. Ongoing • Develop and implement a plan of care with the client and family members/care providers to address a short-term need. Ongoing • Provide the client and/or the client's family with program information and guidelines on donations for services. Ongoing OBJECTIVE 2 Educate older adults and their families about available services in the community, make referrals and facilitate access on an ongoing basis. Provide 200 Older Adults with educational and health information. ACTION STEPS • Provide information, in print and verbally, to older adults and families about services in the community. Ongoing • Assist clients in determining appropriate services for their individualized needs. Ongoing • Assist clients in accessing services through phone contacts, transportation, escort, and translation. Ongoing • Network with community service providers, including monthly meetings to remain current on services, eligibility, and guidelines. May include ongoing training. Ongoing • Update and maintain information on community services available in Weld County. Ongoing • Coordinate care plans with other service providers to avoid duplication of services and to provide quality services. Ongoing OBJECTIVE 3 Maintain complete and accurate records that document each client's needs, plan, services provided and outcomes. In addition, maintain records in the State Unit Data System. All group outreach efforts will be documented as educational outreach. ACTION STEPS • Maintain case files for each client receiving services to include demographic data, client profile, needs, care plan, services provided and outcomes. Daily • Prepare monthly statistical reports and units of service as required by funders and Catholic Charities. Monthly • Work with other Catholic Charities' Older Adult Programs to share best practice and innovative approaches to providing quality services to our older adults. Ongoing OBJECTIVE 4 Secure sufficient revenues for the program to ensure continued quality services for Hispanic/rural seniors in need. ACTION STEPS • Communicate opportunities for donations to support received services and provide mechanisms for them to make donations. Ongoing • Work with Catholic Charities' grants department on securing additional funding. Ongoing 5. Targeting The Older Americans Act requires that services be targeted to those most socially and economically in need. Describe your plan for targeting services to socially and economically disadvantaged older Exhibit B adults. Specifically, address older adults who are frail, homebound, minorities, and have low income. The plan for targeting must be concrete and measurable, similar to the format for the objectives and action steps. Greatest Economic Need: The need resulting from an income level at or below the poverty levels established by the federal Office of Management and Budget. Greatest Social Need: The need is caused by factors other than economic. This includes physical and mental disabilities, language barriers, cultural or social isolation including that caused by racial or ethnic status that restrict an individual's ability to perform normal daily tasks or that threaten his or her capacity to live independently. Greatest Economic Need: A client's economic need is documented during the initial assessment, at which time there is an ascertaining of benefits which may include: Supplemental Security Income (SSI), (OAP), SSA, SSDI, SNAP Benefits, Old Age Pension, and subsidized housing, etc. that the client is currently receiving. All older adults eligible for this program experience needs ranging on a continuum from moderate to very acute. They have complex issues and challenges that can place them at risk economically including homelessness if there is not intervention. Eighty-five to 90% of clients served are below the poverty level. As a result, this program targets and services some of the neediest in the community. Greatest Social Need: A client's physical and mental health is documented during the initial assessment, as are any barriers to accessing benefits and services including those caused by language, literacy, race, ethnicity, and isolation. The initial assessment also documents social connections (friends and family and their proximity, neighbors, church, or community support, and etc.) and may include the client's ability to perform daily tasks and live independently. Older adults with the greatest physical health, mental health and social needs are given priority. All client eligible for this program experience, to some extent, several of the needs identified. ECONOMIC NEEDS TARGETING PLAN ACTION TIMEFRAME Determine client poverty level as established by the federal Office of Management and Budget Initial visit Determine if the client receives SSI, Food Stamps, or other benefits Initial visit Review expenses (and financial needs related to those expenses) for such things as medical and prescription costs, housing and utilities Initial visit and annual follow up Provide information on how to access benefits Initial visit and annual follow up SOCIAL NEEDS TARGETING PLAN ACTION TIMEFRAME Determine extent and proximity of support system: children, extended family, friends, and neighbors, and churches Initial visit Determine language, literacy, race, ethnic and isolation barriers. Initial visit Assess physical and/or mental disabilities and their restriction on activities of daily living. Initial visit Exhibit B Assess client's ability to overcome barriers. I Initial visit and ongoing In targeting clients/families with greatest economic and social needs, the program staff will ensure that client population for the program will reflect the following characteristics: CLIENT$P0PULATION CHARACTERISTIC PERCENTAGE Low -Income 98% Minorities 60% Age 60 or over 100% Rural (A defined in the grant's definition of rural) 10% Frail, Disabled Mentally and/or Physically 80% 6. Client Contributions The Older Americans Act prohibits the charging of fees and the use of means testing. However, the Older Americans Act requires that each older adult receiving services be provided with the opportunity to contribute toward the cost of the service. In addition, no older adult can be refused service if they are not able to or choose not to make a contribution. Describe how client contributions will be solicited for this project. Include issues such as: client confidentiality, the development of a suggested contribution fee schedule, and the cash management procedure for handling program income. Each program participant will be given the opportunity to voluntarily contribute to the cost of services provided. Clients will not be pressured to contribute, and it will be made clear that they will not be refused services if they are unable to, or choose not to, contribute. When a contribution is made, it is collected by program staff, and the client is given a receipt. The contribution is then given to the program director for deposit with a deposit record sent to the dedicated accounting department for this program. Each contribution is confidential; Catholic Charities reports to funding agencies only the aggregate contributed and the number of contributions. 7. Coordination Describe and list the agencies you will work with to ensure your program is the most effective and well-known in the community. Catholic Charities will coordinate services with the following service within the Catholic Charities network of wrap around services including Kinship and family services, Victims Assistance, Catholic Charities Emergency Assistance Program (preventing homelessness when possible) and the Guadalupe Community Center Shelter, in the event that an older adult is evicted. Outside agency partners include: AGENCY TYPE OF AGENCY SERVICES A Woman's Work (AWW) Nonprofit St. Vrain residents only - childcare, housing, transportation, medical Exhibit B Aspen Club (UC Health) A.V. Hunter Trust, In Almost Home, Inc Nonprofit Nonprofit Nonprofit Medicare resources Dental, Hearing Aids, Medical equipment grants Emergency rent/utility assistance; shelter Support Groups; Information Utility assistance & Food pantry Fitness, social support, silver sneakers Alzheimer's Association Nonprofit Nonprofit Carbon Valley Help Center City of Fort Lupton Parks & Rec. City Colorado Legal Services Colorado Visiting Nurse Associations Nonprofit Home Health Care Legal support Referrals Connections for Independent Living Fort Lupton Housing Authority Friends of Man Nonprofit Housing Nonprofit Support services for the disabled Referrals, Education; Housing Dental, Hearing Aids, Medical equipment grants Medical Equipment at low cost (used) Low -Income Energy Assistance Program (LEAP) applications Social fitness programs Eye examination and eyeglasses Referrals, Education; Housing Good Health Will Goodwill Industries Greeley Active Adult Center Greeley Noon Lions Club Greeley -Weld Housing Authority InnovAge One Sight Program through participating vision clinics LEAP Meals on Wheels Medical Human Services Fitness Nonprofit Housing Medical Nonprofit Federally Funded Nonprofit Medical PACE program Vision exams and eyeglasses s Low-income Energy Assistance Program, applications Meals for homebound seniors North Colorado Medical Center Forms; Translation; Transportation Community Health partners Referrals; Peer Counseling Emergency rent or utility assistance, food and housing Veteran Support, referrals Social resources North Colorado Health Alliance Medical/Nonprofit Mental Health North Range Behavioral Health OUR Center Nonprofit Qualified Listeners Nonprofit Fitness Rodarte Community Center Retired Seniors Volunteer Programs (RSVP) Salud Family Health Center Nonprofit Medical Ramps; Meals; Volunteer services Forms; Translation; Transportation Employment and training for seniors Senior Community Service Employment Program (SER) Nonprofit Exhibit B Senior Resource Services Nonprofit Volunteer Transportation Program Silver Sneakers Program Fitness program Membership Social Security Administration Federal Agency Benefit Forms; Translation State of Colorado Energy Office (Weatherization Program) Nonprofit Insulation; Furnace repair or replacement Sunrise Community Health Medical Forms; Translation; Transportation The Miracle House Nonprofit Shelter for families with children United Way 211 Nonprofit Referrals Various Churches Religious Food Pantries and Emergency Assistance Various Hospice Health Care Referrals Various Police Departments Government Referrals; Safety checks Weld County Area Agency on Aging Human Services Referrals; Nutrition site; Visions; Dental; Hearing; Chore services; Case management; Legal services Weld County Human Services Government OAP forms, Food Assistance; Adult Protective Services; Benefit Eligibility Weld County Sheriffs Office Government Referrals; Safety Checks Women 2 Women Nonprofit Emergency -needs funding 8. Project Monitoring, Evaluation and Outcomes • Describe how progress on project objectives will be monitored. • Who will be responsible for completing the monthly financial report and quarterly statistic report? • How will these reports be used to assist in monitoring project progress? • Describe the system that will be used to elicit feedback from service recipients about services provided. When will this occur? • How will you measure the outcomes of your program? Who will monitor and report on the outcome measurements? Describe the agency's grievance procedure for service recipients and how recipients will be informed of the availability of this process. Attach the agency's grievance procedure to this application. Each non-profit grantee of Older Americans Act funds is required to assemble an advisory board or committee to provide input about the project. The committee must meet at least quarterly and have representation of older adults. Please describe the membership, size, number of persons age 60 and older, ethnic composition, and functions of the proposed advisory board or committee. Project objectives will be monitored by: a. Keeping accurate records of the number of clients, units of service and client demographics and description of service provided. b. Keeping accurate and complete records on referrals and referring agency d. Distributing AAA client satisfaction surveys annually. Exhibit B e. Reviewing of all clients' needs on an ongoing basis as needed. The Director of Case management who will review files on a quarterly basis d. Closing client files when services needed have been provided. Monthly and quarterly statistical reports are prepared by the program staff and reviewed by the Director of Case Management. Financial reports are prepared by Catholic Charities' accounting department. Financial reports are reviewed by the Director of Case management to determine if the program is on track with its annual budget. Client demographics and units of service (UOS) are entered into Catholic Charities ETO and Area Agency on Aging (AAA) SUDS (State Unit Data System) database. Reports can be run from both systems. All Catholic Charities programs are evaluated on an annual basis. Reponses to yearly client satisfaction surveys is evaluated by program team and manager to determine if any program changes are needed. Catholic Charities uses a Performance and Quality Improvement (PQ1) process through which staff measure, monitor and work to improve outcomes. Numbers of clients served are evaluated monthly by the team and management as the team looks for strategies to improve outreach and overcome barriers to participants access to services. The following chart summarizes the results of the Older Adult Minority Outreach program for 2022. OUTPUTS AND OUTCOMES GOAL 01/2 2022 TOTALS OUTPUT Number of Outreach Clients 500 230 Number of Educational Contacts 200* See notation below OUTCOME Percentage of Clients Who Rate Program as "Very Good" or "Excellent" " 95% 100% Positive Percentage of Clients Who Reduce or Eliminate One Risk Factor 95% 95% Because of the pandemic and continued vulnerability of our older adult clients --group educational programs we suspended. We will resume these programs when determined by the health department that the risk is minimal, and we can take precautions to further minimize any risk. Exhibit B Grievance Procedure: The Grievance Procedure aims to resolve the grievance at the earliest stage possible, but if this does not occur, it is forwarded to the next level of supervision until a resolution is reached. A time frame is set on each stage of the resolution process so that it is resolved in a timely fashion, and clients are informed that filing a grievance does not affect their eligibility to receive services. Please see the attached policy for more detailed information. Advisory Committee: Catholic Charities had suspended Advisor Committee meetings because of the pandemic and health risk to an in -person meeting —teams and Zoom meeting were also not practical for our clients without access to the needed technology. As soon it is no longer a health risk, we will again meet quarterly with participants living in Weld County. The committee members consist of the Director of Case Management, two Senior Case Managers, and three to five older adults. The committee will be updated on program activities. The Advisory Committee will meet with the goal of addressing gaps in service, suggestions regarding service delivery and outreach opportunities, identification of barrier to access, and recommendations for new programs or emphasis of services. If virus transmission continues to prohibit in -person advisory meetings, the Director of Case management will conduct telephone or individual in -person assessments related to program improvement. 9. Future Goals and Plans Identify what you believe to be the future of your program. This could be in terms of physical location, changes in needs of clients, and what programs would need to be implemented to meet those needs, demographic changes that could impact the need for your project, changes within your parent organization, competition from other sectors, application of technology that could change the way your program works, and any other changes that could impact your program. It is predictable that the needs for our Older Adult services will continue to grow. Aging baby boomers alone will dramatically increase the number of participants needing services over the next five to ten years. The needs of low-income Hispanic and Non -Hispanic seniors living in rural areas and even in Greeley requesting assistance is increasing. We are seeing the needs of this target population increase due to lack family support. isolation, poverty, inflation affecting medication, food, utilities and other necessities, inflated cost of housing, rent and mobile home lot rents, language and literacy barriers, older adult victimization from family member or strangers, and a lack of accessible resources including affordable transportation. These factors, as well as not have the resources to repair severely inadequate housing they have lived in for years, are putting our older adults at risk of homelessness, severe anxiety, depression, and unhealthy living conditions. Our older adults with increasingly complex and at times urgent needs often reach out to Catholic Charities to resolve an immediately perceived problem or one identified request. After active listening and assessment of the breadth of challenges participants present, it is determined that more than a referral and short-term service provided will resolve the complexity of needs. This necessitates an evaluation for intensive case management services. Most of our participants lack transportation to one of our two office locations. Home visits can be critical for an in-depth evaluation of the participants' needs to remain safe and stable in their living situation and to ascertain the barrier and solution to achieve that goal. An example of program improvement and efficiency came to our case management team last year with the purchase of laptop computers for each case manager expediting needed program and rebate application and service delivery by quickly reviewing time sensitive materials and effectively responding to request for resources, referrals, entitled benefits and more and more. Exhibit B We continue to see a gap in access to services and educational information in some areas of Weld County, particularly the rural areas of northern and eastern Weld County --especially those areas with dwindling populations. The program continues to look toward broadening its education and service outreach to include these parts of the county. With census data revealing the growth in the older adult population, we need to plan for additional staff to serve the needs of this growing population. It is certain that older adults will continue to need short and long-term complex case management support. Unfortunately, our current case managers are waxed out on their caseloads at this time. We are exploring alternatives to service delivery, including alternative staffing options, such as a part-time benefit specialist or peer support staff and increased support from volunteers. A part-time staff member may be able to expand outreach and manage some of the simpler client needed tasks such as benefit applications, freeing the case manager to address more complex medical and social needs. As we codify new solutions, we will also look for additional funders to support a new part time staff member. Our goal is that older adults turning to Catholic Charities can receive timely response and compassion and best practice provision of services to improve their wellbeing and quality of their lives. Exhibit B CATHOLIC CHARITIES ARCHDIOCESE OF DENVER Title/Subject: Client Complaint/Grievance Investigation & Resolution (Non -Incidents) POLICY OWNER: Jan McIntosh APPLICABILITY: All Catholic Charities ORIGINAL DATE: October, 2002 REVISION DATE: March, 2015 PREPARED BY: Jan McIntosh APPROVED BY: Larry Smith OVERVIEW: Catholic Charities will fully investigate all complaints/grievances made by clients about decisions concerning them, services provided to them, or about agency staff, and will attempt to resolve complaints in a timely and fair manner and at the lowest level possible. Written complaints are preferred. All complaints will be reviewed, documented and investigated as outlined in the procedures below. Catholic Charities may choose not to accept anonymous or third party complaints about any staff person or agency service. Clients will be fully informed of their right to file a complaint/grievance through the Statement of Mutual Rights and Responsibilities of Clients and Catholic Charities. This policy represents Catholic Charities internal process for receiving and resolving client complaints. It does not preclude a client's use of any external administrative or legal process. PROCEDURE: 1. When a client makes a complaint about a decision concerning them, the service provided to them, or a Catholic Charities staff member, the person who receives the complaint will: a. Determine if the client has discussed his/her concern with the Catholic Charities service provider and attempted to achieve resolution. b. If the client has been unable to resolve the matter with the service provider, the supervisor will facilitate a process of resolution involving, where appropriate, both the client and the service provider. c. If this step fails to bring the matter to a satisfactory conclusion, the client may complete and submit a formal complaint/grievance to the next level supervisor or Client Representative for the service division. Clients are advised that the filing of a complaint/grievance will not affect the client's eligibility for services at Catholic Rev. 01/07, 06/11 Exhibit B Charities. It is understood that Catholic Charities confidentiality procedures apply to everyone involved in the complaint/grievance resolution process. d. The next level supervisor or Client Representative will review the Complaint or Grievance and contact the client within five (5) business days with the purpose of resolving the complaint or grievance. If the client is a child, the next level supervisor or Client Representative, within five (5) working days, will notify the parent and/or legal guardian. 2. If the next level supervisor or Client Representative cannot resolve the complaint with the client, he/she will refer the complaint (including all documentation) to the Vice President or Regional Director of their service area within one (1) business day of the last contact with the client. 3. The Vice President/Regional Director will contact the client within five (5) business days and attempt to reach a solution to the client's complaint/grievance. If a solution acceptable to the client is found, the Vice President/Regional Director will put that solution in writing and send it to the client within five (5) business days. He/she will also forward a copy of the written solution to the Chair of the Risk Management Committee for inclusion in the Complaint File maintained by the Risk Management Committee. 4. If the Vice President/Regional Director cannot resolve the complaint with the client, the complaint/grievance and all associated documentation (i.e., dates of contact, solutions offered, client's responses, etc.) will be submitted within five (5) business days of last contact with the client, to the Chair of the Risk Management Committee. 5. The Chair of the Risk Management Committee does not need to contact the client and may refer the complaint/grievance to the Risk Management Committee for review and decision or make a decision on resolution of the complaint/grievance. 6. The Chair of the Risk Management Committee will respond in writing to the client within five (5) business days. The decision of the Chair of the Risk Management Committee is final and binding. 7. A completed copy of the complaint/grievance and all associated documentation will be included in the client's case record and in the Complaint File. 8. As part of Catholic Charities PQI Plan, the Risk Management Committee will review information pertaining to complaint/grievance investigations quarterly. (See Catholic Charities PQI Plan) Rev. 01/07, 06/11 Exhibit B Catholic Charities of the Archdiocese of Denver Agency Budget Fiscal Year 7/01/2022 - 6/30/2023 Budget Revenues Donations 12,209,878 United Way 208,373 Public Grants 14,001,917 Private Grants 3,729,707 Program Service Fees 8,954,241 Miscellaneous Income 244,394 Total Revenues $39,348,510 Expenses Personnel 28,715,143 Occupancy 1,311,281 Employee Support 379,078 Food and Supplies 1,518,399 Contracted Services 2,415,032 Vehicles and Equipment 208,684 Direct Client Assistance 2,253,763 Postage, Printing, Advertising 506,456 Miscellaneous Costs 905,415 Total Operating Uses $38,213,251 Depreciation 1,135,259 Total Operating & Administrative $39,348,510 Exhibit B CATHOLIC CHARITIES ARCHDIOCESE OF DENVER BOARD OF DIRECTORS 2022 - 2023 Revised October, 2022 OFFICERS Amy King, Chair Highlands Ranch, CO 80126 Term: 6/2020 - 6/2023 (1st) Occupation: Sr. VP/Executive Coach, MEDI Leadership Committee(s): Compensation (Chair), Executive Brent Osland, Vice -Chair Centennial, CO 80015 Term: 7/2020 - 7/2023 (1st) Occupation: President of Fulcrum Mortgage Committee(s): Executive Rick Curtsinger, Secretary Denver, CO 80211 Term: 2/2020 - 2/2023 (1St) Occupation: Dir. External Affairs, Quality Health Network Committee(s): Early Childhood Education Dan Nickless, Treasurer Lone Tree, CO 80124 Term: 4/2020 - 4/2023 (1st) Occupation: President, Actual Communities LLP Committee(s): Executive, Finance (Chair) MEMBERS TJ Antinora Fort Collins, CO Term: 12/2022 - 12/2025 (1st) Occupation: VP, CBRE Committee(s): Development Alison Casias Dillon, CO 80435 Term: 8/2021 - 8/2024 (1st) Occupation: Attorney Committee(s): Early Childhood Education Mark Cordova Denver, CO 80216 Term: 8/2022 - 8/2025 (2nd) Occupation: Founder & President, Centennial Bolt Committee(s): None Bob Dickinson Littleton, CO 80120 Term: 2/2021 - 2/2024 (1st) Occupation: Retired, CPA Committee: Audit (Chair) Susan Drake Denver, CO 80202 Term: 10/2022 - 10/2025 (2nd) Occupation: Retired, Sales & Marketing Committee(s): Development (Chair) Sister Sharon Ford Arvada, CO 80003 Term: 8/2021 - 8/2024 (1st) Occupation: Religious Committee(s): Governance Father Geronimo Gonzalez Denver, CO 80210 Term: 8/2021 - 8/2024 (1st) Occupation: Clergy Committee(s): None Darryl Grosjean Glenwood Springs, CO 81601 Term: 12/2020 - 12/2023 (2nd) Occupation: Realtor Committee(s): Governance, Executive John Keleher Aspen, CO 81611 Term: 6/2020 - 6/2023 (1st) Occupation: Ret. Owner, Comm./Res. Construction Committee(s): Governance Kelly Krapes Fort Collins, CO Term: 10/2022 - 10/2025 (1st) Occupation: Retired Committee(s): ECE Royal Lovell Greeley, CO 80634 Term: 8/2022 - 8/2025 (2nd) Occupation: Chairman/CEO, Flood Peterson Committee(s): Marisol Task Force, Farm Labor Board Jose Montero Denver, CO 80206 Term: 4/2021 - 4/2024 (1st) — current LOA Committee(s): Compensation Exhibit B Keith Parsons Golden, CO 80401 Ex -Officio Occupation: COO, Archdiocese of Denver Committee(s): Executive Patrick Varney Windsor, CO 80550 Term: 6/2020 - 6/2023 (1.) Occupation: Branch Manager, Bank of Colorado Committee(s): Finance/Audit, Investment Patricia McKernan Centennial, CO 80112 Term: 7/2020 - 7/2023 (1.) Occupation: Director of Communications, Saint John Institute Committee(s): Governance (Chair) *NOTE: Board members may serve two, three-year terms. All Board members may be contacted at: Catholic Charities 6240 Smith Road Denver, CO 80216 (303) 742-0828 Bill Pottle Centennial, CO 80016 Term: 10/2022 - 10/2025 (2nd) Occupation: Software Engineer Committee(s): Early Childhood Education, Investment Exhibit B The undersigned, by his or her signature, hereby acknowledges and represents that: 1. The proposal proposed herein meets all of the conditions. specifications and special provisions set forth in the Request for Proposal for Request No. #B2300042. 2. The quotations set forth herein are exclusive of any federal excise taxes and all other state and local taxes. 3. He or she is authorized to bind the below -named Vendor for the amount shown on the accompanying proposal sheets. 4. The signed proposal submitted, all of the documents of the Request for Proposal contained herein (including, but not limited to, product specifications and scope of services), and the formal acceptance of the proposal by Weld County, together constitutes a contract, with the contract date being the date of formal acceptance of the proposal by Weld County. 5. Weld County reserves the right to reject any and all proposals, to waive any informality in the proposals, and to accept the proposal that, in the opinion of the Board of County Commissioners, is in the best interest of Weld County. The proposal(s) may be awarded to more than one vendor. FIRM Catholic Charities and Community Services of the Archdiocese of Denver, Inc. BY Darren Walsh BUSINESS ADDRESS: 6240 Smith Road DATE 2/10/23 CITY: Denver STATE: Colorado ZIP CODE: 80216 TELEPHONE NO 303-742-0828 FAX TAX ID # 84-0686679 SIGNATURE i \ • rr E-MAIL: grants©ccdenver.org WELD COUNTY IS EXEMPT FROM COLORADO SALES TAXES. THE CERTIFICATE OF EXEMPTION NUMBER IS #98-03551-0000. ATTEST: Weld County Clerk to the Board BY: YOU DO NOT NEED TO SEND BACK PAGES 1 - 8. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO Deputy Clerk to the Board Mike Freeman, Chair APPROVED AS TO SUBSTANCE: Elected Official or Department Head Controller PSRFP1022 PROPOSAL REQUEST #B2300042 Page 22 Exhibit B ACORD® CERTIFICATE OF LIABILITY INSURANCE 7/1/2023 DATE (MM/DD/YYYY) 2/21/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER 1_OC1{loll Colritlol11CS NAMEACT 8I 10 C Union A\-enol'. PHONE FAX E": 1A/C NoJ_ SLlllo 100 - MAILo, ADDRESS:... D o:\C CO 6(12(7 ( 30 3) 414-6000 INSURER(S) AFFORDING COVERAGE NAIL # INSURER A : Underwriters ite1'5 at Lloyds London 15642 INSURED Archdiocese of Delver INSURER: Zurich American Inslll.'anceC0nlp7an553 _- 165 1.520032 X30(1 S. Sleeve St. .B INSURER C: The I''rtnc�''(IC Excess 8, Surplus LIII'S Ins CO 10786 Denver. CO 8(12I0-2590 INSURER D . --._- _... .._.. INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 19353177 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT: TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTR TYPE OF INSURANCE 'INSD ''.SWVD ' POLICY NUMBER POLICY EFF POLICY EXP - LIMITS IINMO/YYYY) ' (MM/DD/YYYY) ''. X... COMMERCIAL GENERAL LIABILITY �> Y BP1 ()333','- /1,022 7/ I.-20� 1 EACH OCCURRENCE $ S1,000,000. • DAMAGE TO RENTED _ - CLAIMS -MADE X OCCUR PREMISES (Ea occurrence $ S I ,000,000 X 1 SIC - 5250,000 MED EXP (Any one person) S S5,000 PERSONAL & AM/ INJURY S S 1,000,001) GENL AGGREGATE LIMIT AP PI IES PER - ',., GENERA AGGREGATE $ Not Applicable _,. POLICY PRO ' LOC - PRODUCTS - COMP OP AGG S Included OTHER: 13 I AUTOMOBILE LIABILITY N j' BAP03846380' 7!1; 2(122 'I'202 3 COMBINED SINGLE LIMIT S lEaaccidentJ_ X1100 {)111)_ ,.- ANY AUTO -,---. BODILY INJURY (Per person) S XXXXX XX -�-- OWNED SCHEDULED BODILY INJURY (Per accident), S AUTOS ONLY AUTOS XX xXXXX HIRED i NO -OWNED PROPERTYDAMAGE S XXXXXXX _--� AUTOS ONLY � AUTOS ONLY Per accdent).__ I ! S XXXXXXX ( I UMBRELLA LIAR I S(d OCCUR Y 0 (('000:000404 )22 I2023 EACH OCCURRENCE $ S5,000,000 3( ' EXCESS 0013 t 1 CLAIMS -MADE , AGGREGATE I $ .55,000,000 DED I I RETENTIONS , $ )iXXXXXX WORKERS GOMPENSATlON - - PER OTH B AND EMPLOYERS' LIABILITY ti U $01"'3 Z' 71,2022 7/I %2023 h_ STATUTG ER _ Y f NiN B 'ANY PROPRIETOR! PARTNER!EXE1000E SIR - O50.000 - Et-, EACH ACCIDCNT 0 S1,000,000 OFFICEWM in NH) EXCLUDED? ',A, --, --- --- - -- -- - ---- (Mandatory in NH) E.L. DISEASE - EA EMPL CYEE S 51.,000,000 If yes. describe under DESCRIPTION OF OPERATIONS below - E.L. DISEASE - POLICY LIMIT $ S1,000,000 Y Fxc^ssAutomobilct,iability V 1, BP1033322 7/1/2022 1'2023 SIR -S250,00:Limit -.5'1,000,000 •DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (AORD 101, Additional Remarks Schedule. may ' attached if more space is required) I Il(S E72 T'tl t( �,'rL; CI;F'I,R �I DF,S .41.1 I'k1::.V1()t''+i \' IStit'E:D t 1 !.1'[T'1('..11 FS FC)R TIiIS Hl)LDEIt 1Pt't ICAnI F. T(7'r}II=; ( .RRIERS LTS PI DAND THE POL1CY TER 4f1s1 Rt ( I IYt NCFD. RI: Please; see attached au -Excess Carriers- Additional Named hlsttred Tncludes: Catholic Charities - Administlatt Off ces, 6,0 Smith Road Denver, CO 80216. RE: Ag cement between Weld County DI S and Catholic Charities (GCC) for Outreach and Case Man2lcenlent Se r\l cS, Tenn 1123 - 63024; NumberB_300042, Catholic Charities and Certificate Holder are included as Additional Insured as respects General & Umbrella Liability if required by written contra,. CERTIFICATE HOLDER CANCELLATION See Attachment 19353177 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Weld County Department of Human Services Denver Weld Regional Office 1442 61(60 ,`avenue AUTHORIZED REPRESENTATIVE Greeley CO K0631 © 1988-2 ACORD CORPG3tATION. All rights reserved. ACORD 25 (2016(03) The ACORD name and logo are registered marks of ACORD CONTINUATION DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BFALMQft RIENTISPECIAL PROVISIONS (Use only if more space is required) Waiver of Subrogation applies in favor of the Additional Insured as respects General, :Auto, & Umbrella Liability and Workers Compensation if required by written contract, where permissible by lawn, ACORD 25 (2016/03) Certificate Holder ID: 19353177 Exhibit B Attachment Code: D620869 Master ID: 1520032, Certificate ID: 19353177 Excess Policies Coverage Insurer Policy Number Effective Date Expiration Date Limits Excess Liability Princeton Excess & Surplus Lines Insurance Company R2A3FF000005404 7/1/2022 7/1/2023 $500,000 part of $1,000,000 xs $1,000,000 Excess Liability Underwriters at Lloyds CO1033322 7/1/2022 7/1/2023 $500,000 part of $1,000,000 xs $1,000,000 Excess Liability Princeton Excess & Surplus Lines Insurance Company R2A3FF000005404 7/1/2022 7/1/2023 $4,000,000 xs $2,000,000 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT This HIPAA Business Associate Agreement ("Agreement") between the County and Contractor is agreed to in connection with, and as an exhibit to, the Contract. For purposes of this Agreement, the County is referred to as "Covered Entity" and the Contractor is referred to as "Business Associate". Unless the context clearly requires a distinction between the Contract and this Agreement, all references to "Contract" shall include this Agreement. 1. PURPOSE Covered Entity wishes to disclose information to Business Associate, which may include Protected Health Information ("PHI"). The Parties intend to protect the privacy and security of the disclosed PHI in compliance with the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), Pub. L. No. 104-191 (1996) as amended by the Health Information Technology for Economic and Clinical Health Act ("HITECH Act") enacted under the American Recovery and Reinvestment Act of 2009 ("ARRA") Pub. L. No. 111-5 (2009), implementing regulations promulgated by the U.S. Department of Health and Human Services at 45 C.F.R. Parts 160, 162 and 164 (the "HIPAA Rules") and other applicable laws, as amended. Prior to the disclosure of PHI, Covered Entity is required to enter into an agreement with Business Associate containing specific requirements as set forth in, but not limited to, Title 45, Sections 160.103, 164.502(e) and 164.504(e) of the Code of Federal Regulations ("C.F.R.") and all other applicable laws and regulations, all as may be amended. 2. DEFINITIONS The following terms used in this Agreement shall have the same meanings as in the HIPAA Rules: Breach, Data Aggregation, Designated Record Set, Disclosure, Health Care Operations, Individual, Minimum Necessary, Notice of Privacy Practices, Protected Health Information, Required by Law, Secretary, Security Incident, Subcontractor, Unsecured Protected Health Information, and Use. The following terms used in this Agreement shall have the meanings set forth below: a. Business Associate. "Business Associate" shall have the same meaning as the term "business associate" at 45 C.F.R. 160.103, and shall refer to Contractor. b. Covered Entity. "Covered Entity" shall have the same meaning as the term "covered entity" at 45 C.F.R. 160.103, and shall refer to the County. c. Information Technology and Information Security. "Information Technology" and "Information Security" shall have the same meanings as the terms "information technology" and "information security", respectively, in §24-37.5-102, C.R.S. Capitalized terms used herein and not otherwise defined herein or in the HIPAA Rules shall have the meanings ascribed to them in the Contract. 3. OBLIGATIONS AND ACTIVITIES OF BUSINESS ASSOCIATE a. Permitted Uses and Disclosures. i. Business Associate shall use and disclose PHI only to accomplish Business Associate's obligations under the Contract. Page 1 of 9 EXITIIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT ii. To the extent Business Associate carries out one or more of Covered Entity's obligations under Subpart E of 45 C.F.R. Part 164, Business Associate shall comply with any and all requirements of Subpart E that apply to Covered Entity in the performance of such obligation. iii. Business Associate may disclose PHI to carry out the legal responsibilities of Business Associate, provided, that the disclosure is Required by Law or Business Associate obtains reasonable assurances from the person to whom the information is disclosed that: A. the information will remain confidential and will be used or disclosed only as Required by Law or for the purpose for which Business Associate originally disclosed the information to that person, and; B. the person notifies Business Associate of any Breach involving PHI of which it is aware. iv. Business Associate may provide Data Aggregation services relating to the Health Care Operations of Covered Entity. Business Associate may de -identify any or all PHI created or received by Business Associate under this Agreement, provided the de -identification conforms to the requirements of the HIPAA Rules. b. Minimum Necessary. Business Associate, its Subcontractors and agents, shall access, use, and disclose only the minimum amount of PHI necessary to accomplish the objectives of the Contract, in accordance with the Minimum Necessary Requirements of the HIPAA Rules including, but not limited to, 45 C.F.R. 164.502(b) and 164.514(d). c. Impermissible Uses and Disclosures. i. Business Associate shall not disclose the PHI of Covered Entity to another covered entity without the written authorization of Covered Entity. ii. Business Associate shall not share, use, disclose or make available any Covered Entity PHI in any form via any medium with or to any person or entity beyond the boundaries or jurisdiction of the United States without express written authorization from Covered Entity. d. Business Associate's Subcontractors. Business Associate shall, in accordance with 45 C.F.R. 164.502(e)(1)(ii) and 164.308(b)(2), ensure that any Subcontractors who create, receive, maintain, or transmit PHI on behalf of Business Associate agree in writing to the same restrictions, conditions, and requirements that apply to Business Associate with respect to safeguarding PHI. ii. Business Associate shall provide to Covered Entity, on Covered Entity's request, a list of Subcontractors who have entered into any such agreement with Business Associate. iii. Business Associate shall provide to Covered Entity, on Covered Entity's request, copies of any such agreements Business Associate has entered into with Subcontractors. e. Access to System. If Business Associate needs access to a Covered Entity Information Technology system to comply with its obligations under the Contract or this Agreement, Business Associate shall request, review, and comply with any and all policies applicable to Covered Entity regarding such Page 2 of 9 EXHIBIT C BIPAA BUSINESS ASSOCIATE AGREEMENT system including, but not limited to, any policies promulgated by the Office of Information Technology and available at http://oit.state.co.us/about/policies. f. Access to PHI. Business Associate shall, within ten days of receiving a written request from Covered Entity, make available PHI in a Designated Record Set to Covered Entity as necessary to satisfy Covered Entity's obligations under 45 C.F.R. 164.524. g. Amendment of PHI. i. Business Associate shall within ten days of receiving a written request from Covered Entity make any amendment to PHI in a Designated Record Set as directed by or agreed to by Covered Entity pursuant to 45 C.F.R. 164.526, or take other measures as necessary to satisfy Covered Entity's obligations under 45 C.F.R. 164.526. ii. Business Associate shall promptly forward to Covered Entity any request for amendment of PHI that Business Associate receives directly from an Individual. h. Accounting Rights. Business Associate shall, within ten days of receiving a written request from Covered Entity, maintain and make available to Covered Entity the information necessary for Covered Entity to satisfy its obligations to provide an accounting of Disclosure under 45 C.F.R. 164.528. i. Restrictions and Confidential Communications. J• Business Associate shall restrict the Use or Disclosure of an Individual's PHI within ten days of notice from Covered Entity of: A. a restriction on Use or Disclosure of PHI pursuant to 45 C.F.R. 164.522; or B. a request for confidential communication of PHI pursuant to 45 C.F.R. 164.522. ii. Business Associate shall not respond directly to an Individual's requests to restrict the Use or Disclosure of PHI or to send all communication of PHI to an alternate address. iii. Business Associate shall refer such requests to Covered Entity so that Covered Entity can coordinate and prepare a timely response to the requesting Individual and provide direction to Business Associate. Governmental Access to Records. Business Associate shall make its facilities, internal practices, books, records, and other sources of information, including PHI, available to the Secretary for purposes of determining compliance with the HIPAA Rules in accordance with 45 C.F.R. 160.310. k. Audit, Inspection and Enforcement. i. Business Associate shall obtain and update at least annually a written assessment performed by an independent third party reasonably acceptable to Covered Entity, which evaluates the Information Security of the applications, infrastructure, and processes that interact with the Covered Entity data Business Associate receives, manipulates, stores and distributes. Upon request by Covered Entity, Business Associate shall provide to Covered Entity the executive summary of the assessment. Page 3 of 9 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT ii. Business Associate, upon the request of Covered Entity, shall fully cooperate with Covered Entity's efforts to audit Business Associate's compliance with applicable HIPAA Rules. If, through audit or inspection, Covered Entity determines that Business Associate's conduct would result in violation of the HIPAA Rules or is in violation of the Contract or this Agreement, Business Associate shall promptly remedy any such violation and shall certify completion of its remedy in writing to Covered Entity. 1. Appropriate Safeguards. i. Business Associate shall use appropriate safeguards and comply with Subpart C of 45 C.F.R. Part 164 with respect to electronic PHI to prevent use or disclosure of PHI other than as provided in this Agreement. ii. Business Associate shall safeguard the PHI from tampering and unauthorized disclosures. iii. Business Associate shall maintain the confidentiality of passwords and other data required for accessing this information. iv. Business Associate shall extend protection beyond the initial information obtained from Covered Entity to any databases or collections of PHI containing information derived from the PHI. The provisions of this section shall be in force unless PHI is de -identified in conformance to the requirements of the HIPAA Rules. m. Safeguard During Transmission. i. Business Associate shall use reasonable and appropriate safeguards including, without limitation, Information Security measures to ensure that all transmissions of PHI are authorized and to prevent use or disclosure of PHI other than as provided for by this Agreement. ii. Business Associate shall not transmit PHI over the internet or any other insecure or open communication channel unless the PHI is encrypted or otherwise safeguarded with a FIPS- compliant encryption algorithm. n. Reporting of Improper Use or Disclosure and Notification of Breach. Business Associate shall, as soon as reasonably possible, but immediately after discovery of a Breach, notify Covered Entity of any use or disclosure of PHI not provided for by this Agreement, including a Breach of Unsecured Protected Health Information as such notice is required by 45 C.F.R. 164.410 or a breach for which notice is required under §24-73-103, C.R.S. ii. Such notice shall include the identification of each Individual whose Unsecured Protected Health Information has been, or is reasonably believed by Business Associate to have been, accessed, acquired, or disclosed during such Breach. iii. Business Associate shall, as soon as reasonably possible, but immediately after discovery of any Security Incident that does not constitute a Breach, notify Covered Entity of such incident. iv. Business Associate shall have the burden of demonstrating that all notifications were made as required, including evidence demonstrating the necessity of any delay. Page 4 of 9 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT Business Associate's Insurance and Notification Costs. i. Business Associate shall bear all costs of a Breach response including, without limitation, notifications, and shall maintain insurance to cover: A. loss of PHI data; B. Breach notification requirements specified in HIPAA Rules and in §24-73-103, C.R.S.; and C. claims based upon alleged violations of privacy rights through improper use or disclosure of PHI. ii. All such policies shall meet or exceed the minimum insurance requirements of the Contract or otherwise as may be approved by Covered Entity (e.g., occurrence basis, combined single dollar limits, annual aggregate dollar limits, additional insured status, and notice of cancellation). iii. Business Associate shall provide Covered Entity a point of contact who possesses relevant Information Security knowledge and is accessible 24 hours per day, 7 days per week to assist with incident handling. iv. Business Associate, to the extent practicable, shall mitigate any harmful effect known to Business Associate of a Use or Disclosure of PHI by Business Associate in violation of this Agreement. P. q. Subcontractors and Breaches. i. Business Associate shall enter into a written agreement with each of its Subcontractors and agents, who create, receive, maintain, or transmit PHI on behalf of Business Associate. The agreements shall require such Subcontractors and agents to report to Business Associate any use or disclosure of PHI not provided for by this Agreement, including Security Incidents and Breaches of Unsecured Protected Health Information, on the first day such Subcontractor or agent knows or should have known of the Breach as required by 45 C.F.R. 164.410. ii. Business Associate shall notify Covered Entity of any such report and shall provide copies of any such agreements to Covered Entity on request. Data Ownership. i. Business Associate acknowledges that Business Associate has no ownership rights with respect to the PHI. ii. Upon request by Covered Entity, Business Associate immediately shall provide Covered Entity with any keys to decrypt information that the Business Association has encrypted and maintains in encrypted form, or shall provide such information in unencrypted usable form. r. Retention of PHI. Except upon termination of this Agreement as provided in Section 5, below, Business Associate and its Subcontractors or agents shall retain all PHI throughout the term of this Agreement, Page 5 of 9 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT and shall continue to maintain the accounting of disclosures required under Section 3.h, above, for a period of six years. 4. OBLIGATIONS OF COVERED ENTITY a. Safeguards During Transmission. Covered Entity shall be responsible for using appropriate safeguards including encryption of PHI, to maintain and ensure the confidentiality, integrity, and security of PHI transmitted pursuant to this Agreement, in accordance with the standards and requirements of the HIPAA Rules. b. Notice of Changes. Covered Entity maintains a copy of its Notice of Privacy Practices on its website. Covered Entity shall provide Business Associate with any changes in, or revocation of, permission to use or disclose PHI, to the extent that it may affect Business Associate's permitted or required uses or disclosures. ii. Covered Entity shall notify Business Associate of any restriction on the use or disclosure of PHI to which Covered Entity has agreed in accordance with 45 C.F.R. 164.522, to the extent that it may affect Business Associate's permitted use or disclosure of PHI. 5. TERMINATION a. Breach. i. In addition to any Contract provision regarding remedies for breach, Covered Entity shall have the right, in the event of a breach by Business Associate of any provision of this Agreement, to terminate immediately the Contract, or this Agreement, or both. ii. Subject to any directions from Covered Entity, upon termination of the Contract, this Agreement, or both, Business Associate shall take timely, reasonable, and necessary action to protect and preserve property in the possession of Business Associate in which Covered Entity has an interest. b. Effect of Termination. i. Upon termination of this Agreement for any reason, Business Associate, at the option of Covered Entity, shall return or destroy all PHI that Business Associate, its agents, or its Subcontractors maintain in any form, and shall not retain any copies of such PHI. ii. If Covered Entity directs Business Associate to destroy the PHI, Business Associate shall certify in writing to Covered Entity that such PHI has been destroyed. iii. If Business Associate believes that returning or destroying the PHI is not feasible, Business Associate shall promptly provide Covered Entity with notice of the conditions making return or destruction infeasible. Business Associate shall continue to extend the protections of Section 3 of this Agreement to such PHI, and shall limit further use of such PHI to those purposes that make the return or destruction of such PHI infeasible. Page 6 of 9 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT 6. INJUNCTIVE RELIEF Covered Entity and Business Associate agree that irreparable damage would occur in the event Business Associate or any of its Subcontractors or agents use or disclosure of PHI in violation of this Agreement, the HIPAA Rules or any applicable law. Covered Entity and Business Associate further agree that money damages would not provide an adequate remedy for such Breach. Accordingly, Covered Entity and Business Associate agree that Covered Entity shall be entitled to injunctive relief, specific performance, and other equitable relief to prevent or restrain any Breach or threatened Breach of and to enforce specifically the terms and provisions of this Agreement. 7. LIMITATION OF LIABILITY Any provision in the Contract limiting Contractor's liability shall not apply to Business Associate's liability under this Agreement, which shall not be limited. 8. DISCLAIMER Covered Entity makes no warranty or representation that compliance by Business Associate with this Agreement or the HIPAA Rules will be adequate or satisfactory for Business Associate's own purposes. Business Associate is solely responsible for all decisions made and actions taken by Business Associate regarding the safeguarding of PHI. 9. CERTIFICATION Covered Entity has a legal obligation under HIPAA Rules to certify as to Business Associate's Information Security practices. Covered Entity or its authorized agent or contractor shall have the right to examine Business Associate's facilities, systems, procedures, and records, at Covered Entity's expense, if Covered Entity determines that examination is necessary to certify that Business Associate's Information Security safeguards comply with the HIPAA Rules or this Agreement. 10. AMENDMENT a. Amendment to Comply with Law. The Parties acknowledge that state and federal laws and regulations relating to data security and privacy are rapidly evolving and that amendment of this Agreement may be required to provide procedures to ensure compliance with such developments. i. In the event of any change to state or federal laws and regulations relating to data security and privacy affecting this Agreement, the Parties shall take such action as is necessary to implement the changes to the standards and requirements of HIPAA, the HIPAA Rules and other applicable rules relating to the confidentiality, integrity, availability and security of PHI with respect to this Agreement. ii. Business Associate shall provide to Covered Entity written assurance satisfactory to Covered Entity that Business Associate shall adequately safeguard all PHI, and obtain written assurance satisfactory to Covered Entity from Business Associate's Subcontractors and agents that they shall adequately safeguard all PHI. Page 7 of 9 EXHIBIT C HIPAA BUSINESS ASSOCIATE AGREEMENT iii. Upon the request of either Party, the other Party promptly shall negotiate in good faith the terms of an amendment to the Contract embodying written assurances consistent with the standards and requirements of HIPAA, the HIPAA Rules, or other applicable rules. iv. Covered Entity may terminate this Agreement upon 30 days' prior written notice in the event that: A. Business Associate does not promptly enter into negotiations to amend the Contract and this Agreement when requested by Covered Entity pursuant to this Section; or B. Business Associate does not enter into an amendment to the Contract and this Agreement, which provides assurances regarding the safeguarding of PHI sufficient, in Covered Entity's sole discretion, to satisfy the standards and requirements of the HIPAA, the HIPAA Rules and applicable law. b. Amendment of Appendix. The Appendix to this Agreement may be modified or amended by the mutual written agreement of the Parties, without amendment of this Agreement. Any modified or amended Appendix agreed to in writing by the Parties shall supersede and replace any prior version of the Appendix. 11. ASSISTANCE IN LITIGATION OR ADMINISTRATIVE PROCEEDINGS Covered Entity shall provide written notice to Business Associate if litigation or administrative proceeding is commenced against Covered Entity, its directors, officers, or employees, based on a claimed violation by Business Associate of HIPAA, the HIPAA Rules or other laws relating to security and privacy or PHI. Upon receipt of such notice and to the extent requested by Covered Entity, Business Associate shall, and shall cause its employees, Subcontractors, or agents assisting Business Associate in the performance of its obligations under the Contract to, assist Covered Entity in the defense of such litigation or proceedings. Business Associate shall, and shall cause its employees, Subcontractor's and agents to, provide assistance, to Covered Entity, which may include testifying as a witness at such proceedings. Business Associate or any of its employees, Subcontractors or agents shall not be required to provide such assistance if Business Associate is a named adverse party. 12. INTERPRETATION AND ORDER OF PRECEDENCE Any ambiguity in this Agreement shall be resolved in favor of a meaning that complies and is consistent with the HIPAA Rules. In the event of an inconsistency between the Contract and this Agreement, this Agreement shall control. This Agreement supersedes and replaces any previous, separately executed HIPAA business associate agreement between the Parties. 13. SURVIVAL Provisions of this Agreement requiring continued performance, compliance, or effect after termination shall survive termination of this contract or this agreement and shall be enforceable by Covered Entity. Page 8 of 9 EXHIBIT C IIIPAA BUSINESS ASSOCIATE AGREEMENT APPENDIX TO HIPAA BUSINESS ASSOCIATE AGREEMENT This Appendix ("Appendix") to the HIPAA Business Associate Agreement ("Agreement") is s an appendix to the Contract and the Agreement. For the purposes of this Appendix, defined terms shall have the meanings ascribed to them in the Agreement and the Contract. Unless the context clearly requires a distinction between the Contract, the Agreement, and this Appendix, all references to "Contract" or "Agreement" shall include this Appendix. I. PURPOSE This Appendix sets forth additional terms to the Agreement. Any sub -section of this Appendix marked as "Reserved" shall be construed as setting forth no additional terms. 2. ADDITIONAL TERMS a. Additional Permitted Uses. In addition to those purposes set forth in the Agreement, Business Associate may use PHI for the following additional purposes: i. Reserved. b. Additional Permitted Disclosures. In addition to those purposes set forth in the Agreement, Business Associate may disclose PHI for the following additional purposes: i. Reserved. c. Approved Subcontractors. Covered Entity agrees that the following Subcontractors or agents of Business Associate may receive PHI under the Agreement: i. Reserved. d. Definition of Receipt of PHI. Business Associate's receipt of PHI under this Contract shall be deemed to occur, and Business Associate's obligations under the Agreement shall commence, as follows: i. Reserved. e. Additional Restrictions on Business Associate. Business Associate agrees to comply with the following additional restrictions on Business Associate's use and disclosure of PHI under the Contract: i. Reserved. f. Additional Terms. Business Associate agrees to comply with the following additional terms under the Agreement: Reserved. Page 9 of 9 Exhibit D Modified Scope and Rates Exhibit D addresses the funding, specific Scope of Services, Rates, and Performance Measurements based on the awarded grant monies issued by the County. 1. Funding Contractor will receive the following award as noted in the table below for the period July 1, 2023 to June 30, 2024 for Case Management and Outreach services: Service Description Total Grant Award $ 135,000.00 Service Description Total Grant Award • $ 54,600.00 The County agrees to reimburse the Contractor in consideration of the work and services performed under this Agreement at the rate(s) specified in Section 2, Services and Rates. Payment pursuant to this Agreement, whether in whole or in part, is subject to and contingent upon the continuing availability of said funds for the purposes hereof. In the event that said funds, or any part thereof, become unavailable as determined by the County, the County may immediately terminate the Agreement or amend it accordingly. 2. Service and Rates County agrees to pay Contractor for services outlined below, not to exceed the total grant award as noted in Section 1, Funding. Unit Rate $ 50.00 $ 39.00 Service Description Case Management Services Outreach Services For Case Management Services, Contractor agrees to provide 2,700 units to approximately 370 unduplicated older adults with the goal of reaching 100 minority older adults, 214 low-income, and 37 rural older adults. For Outreach Services, Contractor agrees to provide 1,400 units to approximately 500 unduplicated older adults with the goal of reaching 110 minority older adults, 125 low- income, and 245 rural older adults. 3. Terms Exhibit D Modified Scope and Rates Contractor agrees to commence services within thirty (30) days after the signing of the Agreement and assure completion of all services under this agreement by the end of the period dated in Section 1, Funding. Contractor agrees to document and report any program income received as a result of services provided under the Agreement. Contractor agrees to include the following statement in any written materials (pamphlets, brochures, announcements, websites, etc.) or in any verbal presentations: Contractor is supported, in part by funds provided by the Weld County Area Agency on Aging through the Older Americans Act. Contractor understands that County is required to conduct periodic evaluations of the activities conducted under this Agreement and to monitor on an ongoing basis the performance of Contractor to insure that the funds made available by the Agreement are expended in keeping with the purposes for which they were awarded; and Contractor accordingly agrees to cooperate fully with the County in the conduct of such evaluation and monitoring, including the keeping and supplying of such information, and providing access to documents and records to the County for the purpose of audit; and further agrees to do all things necessary to enable County to fulfill its obligation to the State of Colorado and the United States Government. Any changes, including any increase or decrease in the amount of Contractor's compensation, and including changes in budget allocations which are mutually agreed upon by and between the County and Contractor, shall be incorporated in written amendments to this Agreement and in appropriate revisions to the grant proposal. Contractor understands and agrees that the following provisions are part of the official application and as such become binding upon commencement of the project: a. This Agreement and the provisions of services hereunder shall be subject to the laws of Colorado and be in accordance with the policies, procedures, and practices of the County, the Older Americans Act, Volume 10 Code of Colorado Regulations and the policies and procedures established by the State Unit on Aging, and the terms and conditions of the project application approved by the County. b. Understands that if there is Federal/State program income unearned at the time the project is terminated, this amount must be returned to the County unless the County otherwise stipulates. c. Understands that the project's fiscal affairs are subject to audit. If costs are disallowed, the proportion of Federal/State funds disallowed must be returned to the County. Exhibit D Modified Scope and Rates d. Understands that this award is made for the period amounts stated in this Agreement. This Agreement in no way implies further funding which is contingent upon the availability of funds and approval of future project applications. e. Agrees to keep records and make reports on the forms required by the County and in accordance with guidelines issued by the State of Colorado and the Administration on Aging, specifically, i. To submit monthly financial invoices and programmatic reports to the County by the 10th of the following month; ii. To submit other reports to the County as requested; iii. Maintain a computer system that will be able to manage all required County reporting software; iv. Maintain internet access in order to transfer all required data to the County. f. Agrees to advise the County of needed program and financial changes and await approval from the County prior to change implementation. g. Agrees to have policies and procedures for complaint/appeal tracking, timely disposition of complaints/appeals and documentation of such processes. h. Agrees to have a client grievance policy, which will address any alleged infractions of any Federal, State or Local laws by Contractor against recipients of or applicants for services. i. Agrees to have a policy and procedure for wait lists that meets the requirements set forth by the Contractor. j. Agrees to provide recipients receiving services the opportunity to contribute to all or part of the cost of the services received. Each recipient shall be given the opportunity to determine if they are able to contribute to all or part of the cost of services. No recipient shall be denied a service because of an inability and/or choice not to contribute to all or part of the cost of the service. All contributions shall be considered program income. All contributions shall be used to expand the services for which the contributions were given. k. Agrees that local cash or in -kind contributions have not been used to satisfy or match another federal grant or funds. Supplies, volunteer services, and other in - kind contributions shall be valued as described under 45 C.F.R. 874.5. All matching contributions, including cash and in -kind shall be verifiable from agency records. Exhibit D Modified Scope and Rates 1. Agrees to perform background checks of all employees, volunteers or subcontractors pursuant to C.R.S. 27-1-110 and in accordance with the policy of the County and the State Unit on Aging. 4. Performance Measures a. The Performance Measures Process. As set forth and defined herein, "Performance Focus" is a performance -based analysis strategy the Parties shall use in association with the Contractor's performance hereunder that allows the Parties to better focus on and improve performance outcomes to obtain maximum benefits from the work of the Contractor under this Contract. By identifying areas of focus, the Parties shall determine what aspects of the Contractor's performance hereunder are working and what aspects of said performance need improvement. By measuring the impact of day-to-day work of the Contractor hereunder, the Parties will be able to make more informed collaborative decisions to align the work of the Contractor to affect more positive performance outcomes and change for the purposes served through this Contract. b. Performance Measures Reports. Performance Measures Reports shall reflect relevant report data for the Performance Measures identified hereunder to be tracked on an ongoing basis through the Contract Performance Focus process. Performance Measures shall continue to evolve to meet the objective of measuring key performance outcome indicators for the work of the Contractor hereunder. Performance Measures may be changed via a contract amendment. c. Contract Performance Measures The Contractor agrees on the following initial Performance Measures: i. Measure: The Contractor shall increase unduplicated consumers served in comparison to the same month in the previous fiscal year. ii. Measure: In a consumer satisfaction survey provided by the State Unit on Aging (SUA) the contractor shall provide surveys to one hundred percent (100%) of registered consumers within the contractor's region during the month of February. The results shall be summarized by the contractor and submitted to the County by May 1st, unless otherwise requested by the County by a different date. The summarized results shall show the following measures: iii. Consumer Satisfaction Survey results shall show a minimum of ninety percent (90%) positive response. SIGNATURE REQUESTED: Weld/CC Agreement for Outreach and Case Management Services Final Audit Report 2023-05-04 Created: 2023-05-04 By: Lesley Cobb (cobbxxlk@co.weld.co.us) Status: Signed Transaction ID: CBJCHBCAABAAIK-sNBUXwHdgrMmpx1dcLrgwrrN8Lp4o "SIGNATURE REQUESTED: Weld/CC Agreement for Outreach and Case Management Services" History .5 Document created by Lesley Cobb (cobbxxlk@co.weld.co.us) 2023-05-04 - 2:05:09 PM GMT- IP address: 204.133.39.9 '. Document emailed to grants@ccdenver.org for signature 2023-05-04 - 2:06:09 PM GMT ,t Email viewed by grants@ccdenver.org 2023-05-04 - 4:18:55 PM GMT- IP address: 24.8.240.123 -j Document signing delegated to dwalsh@ccdenver.org by grants@ccdenver.org 2023-05-04 - 8:38:40 PM GMT- IP address: 24.8.240.123 E6 Document emailed to dwalsh@ccdenver.org for signature 2023-05-04 - 8:38:41 PM GMT ,5 Email viewed by dwalsh@ccdenver.org 2023-05-04 - 9:39:36 PM GMT- IP address: 104.28.48.215 64 Signer dwalsh@ccdenver.org entered name at signing as Darren Walsh 2023-05-04 - 9:44:12 PM GMT- IP address: 71.205.108.56 656 Document e -signed by Darren Walsh (dwalsh@ccdenver.org) Signature Date: 2023-05-04 - 9:44:16 PM GMT - Time Source: server- IP address: 71.205.108.56 © Agreement completed. 2023-05-04 - 9:44:16 PM GMT Powered by Adobe Acrobat Sign Contract Form New Contract Request Entity Information Entity Name* CATHOLIC CHARITIES AND COMMUNITY SERVICES Entity ID L.00031292 Contract Name" CATHOLIC CHARITIES AND COMMUNITY SERVICES (PROFESSIONAL SERVICES AGREEMENT CASE MANAGMENT AND OUTREACH 62300042) Contract Status CTB REVIEW Contract ID 6956 Contract Lead COBBXXLK ❑ New Entity? Parent Contract ID 20230507 Requires Board Approval YES Contract Lead Email Department Project # cobbxxlkco.weld.co.us Contract Description* CONSENT - PROFESSIONAL SERVICES CONTRACT FOR CASE MANAGEMENT AID OUTREACH SERVICES FROM RID# B2300042 REFERENCED AS TYLER ID# 20230507. TERM 7i 1 ,623 TO 6/ 30 24 AND MAY BE RENEWED FOR THREE ADDITIONAL ONE- YEAR TERMS UPON MUTUAL WRITTEN AGREEMENT. Contract Description 2 REFERENCE BID #62300042 AWARD ON 3 , 1 5?2 3 TYLER ID# 2023-0507. CASE MANAGEMENT = 51 35.000.00, OUTREACH = 354,600.00 Contract Type. AGREEMENT Amount $189,600.00 Renewable NO Automatic Renewal Grant IGA Department HUMAN SERVICES Department Email CM- HumanServices+0weldgov.co Department Head Email CM-HurnanServices- DeptHead3veldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY 'WELDG OV.C:0M Requested BOCC Agenda Date* 05.17/2023 Due Date 05,13;2023 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? 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 Contact Name Purchasing Purchasing Approver CONSENT Approval Process Department Head JAMIE ULRICH DH Approved Date 05/09/2023 Final Approval BOCC Approved BOCC Signed Date BOCC Agenda Date 05:15/2023 Originator COBBXXLK Review Date* 04,30/2024 Committed Delivery Date Renewal Date Expiration Date* 06/2812024 Contact Type Contact Email Contact Phone 1 Contact Phone 2 Finance Approver CONSENT Purchasing Approved Date 05;`09;`2023 Legal Counsel CONSENT Finance Approved Date Legal Counsel Approved Date 05,09:2023 05!09=2023 Tyler Ref # AG 051523 Hello