HomeMy WebLinkAbout20191136.tiffCHILD PROTECTION AGREEMENT FOR SERVICES
BETWEEN THE WELD COUNTY DEPARTMENT OF HUMAN SERVICES
AND TRANSITIONS PS, HOLOGY GROUP, LLC
/
This Agreement made and entered into the/ day of fiGt., 2019, 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 Transitions Psychology Group, LLC, hereinafter referred to as the "Contractor".
The parties to this Agreement understand and agree that the provisions of this Agreement specifically
include the following documents: Exhibit A, Weld County's Request for Proposal, Exhibit B, Contractor's Response
to Request for Proposal, Exhibit C, Scope of Services, and Exhibit D, Rate Schedule. Exhibt B, C, and D are
attached hereto and incorporated herein by this reference. Exhibit A is Weld County's Request for
Proposal, Number B1800137, which is incorporated into this agreement by reference and will be
provided upon request to the Department.
WITNESSETH
WHEREAS, required approval, clearance, and coordination have been accomplished from and with
appropriate agencies; and
WHEREAS, the Colorado Department of Human Services has provided Child Welfare Administration or
other funding to the Department for Home Studies.
NOW THEREFORE, in consideration of the premises, the parties hereto covenant and agree as follows:
1. Term
This agreement shall become effective on February 1, 2019, upon proper execution of this Agreement and
shall expire May 31, 2019, unless sooner terminated as provided herein. The agreement is for a period of
three years. However, the agreement must be renewed by both parties, in writing, on an annual basis.
2. Scope of Services
Services shall be provided by the Contractor to any person(s) eligible for services in compliance with
Exhibit B, Contractor's Proposal and Exhibit C, Scope of Services.
3. Referrals, Billing and Tracking
a. Contractor understands and will comply with all aspects of the referral authorization, billing and
tracking requirements as set forth by the Department. Failure to comply with all aspects may result
in a forfeiture of payment.
b. Contractor agrees to receive referrals for services through e-mail and will provide an identified e-
mail address prior to the start of this Agreement. Contractor acknowledges that services are not
authorized until the Contractor has received an authorized referral form from the Department.
Contractor further acknowledges that services provided prior to the authorized start date or outside
the scope of services on the referral form will not be eligible for reimbursement.
Contractor acknowledges that any and all modifications to an existing referral must be approved
through the Quality Assurance Team Supervisor (hainleid@weldgov.com, 970-400-6210). No other
Department staff or other party to the case may authorize services or modifications to services.
c. Contractor agrees to submit a complete Request for Reimbursement and supporting documentation
by the 7th of the month, following the month of service, utilizing billing forms required by the
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Department. Contractor agrees to utilize the Client Verification Form for all scheduled and
unscheduled face-to-face services with the exception of home studies and monitored sobriety
testing. Contractor agrees that original complete Client Verification Forms are to be submitted with
the Request for Reimbursement. Requests for Reimbursement and Client Verification Forms received
after 60 days from the date of service may result in delay or forfeiture of payment. Consistent failure
to meet 60 -day deadline may result in termination of the Agreement.
d. Contractor agrees to submit a monthly report by the 7th of the month, following the month of service,
for each client receiving ongoing services. Monthly reports will be submitted through the
Department's online reporting system, unless otherwise directed or agreed to by the Department.
Monthly reports for ongoing services must include the following information, entered in the
"Narrative" box for each date of service:
a. Date and time of service
b. Where the service took place
c. Clinician/therapist name
d. Clients participating
e. What interventions were used, recommendations and/or goals discussed
f. Any and all safety concerns
One-time services will be verified through receipt of the completed product (ex. psychological
evaluation, substance abuse evaluation, home study). Verification of Monitored Sobriety Services will
be the test result. A completed home study may be a full, partial or denied study, as determined by
the Department.
Contractor will document in detail any and all observed or verbalized concerns regarding any child
whom the Contractor is working with under the Agreement. Areas of concern may include, but are
not limited to, any physical, emotional, educational or behavioral issues. Areas of concern should be
reported immediately to the caseworker AND on the required monthly report.
4. Payment
a. The Department and the Contractor agree that all benefits from private insurance and/or other
funding sources such as Medicaid (if Contractor is a Medicaid eligible provider) or Victim's
Compensation must be exhausted before Core Services or other Department funds can be accessed
for services. Exceptions to this Paragraph may include, if approved by the Department, the following:
i. The service being provided by the contractor is not a Medicaid eligible service;
ii. The service is not deemed medically necessary;
iii. The Court with jurisdiction over the case has ordered that a non -Medicaid provider
or service be used;
iv. A Medicaid provider is not available to provide the needed service;
v. Medicaid is exhausted for the needed service; or
vi. Medicaid denied service.
vii. The client is not eligible for Medicaid.
b. Payment shall be made in accordance with Exhibit A, Weld County's Request for Proposal, Exhibit
B, Contractor's Response to Request for Proposal, Exhibit C, Scope of Services, and Exhibit D, Rate
Schedule, attached hereto and incorporated herein by reference, so long as services are rendered
satisfactorily and in accordance with the Agreement.
c. 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.
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d. The Department may withhold reimbursement if Contractor has failed to comply with any part of
the Agreement, including the Financial Management requirements, program objectives, contractual
terms, or reporting requirements. In the event of forfeiture of reimbursement, Contractor may
appeal such circumstance in writing to the Director of Human Services. The decision of the Director
of Human Services shall be final.
5. Financial Management
At all times from the effective date of the Agreement until completion of the Agreement, Contractor shall
comply with the administrative requirements, cost principles and other requirements set forth in the
Financial Management Manual adopted by the State of Colorado. The required annual audit of all funds
expended under this Agreement must conform to the Single Audit Act of 1984 and OMG Circular A-133.
6. Payment Method
Unless otherwise provided in Exhibit B, Contractor's Proposal, Exhibit C, Scope of Services, and Exhibit D,
Rate Schedule:
a. If services are funded through Core Services, Contractor agrees to accept reimbursement
through ACH direct deposit one time per month.
b. If Contractor is not currently set up with the State of Colorado to accept direct deposit,
Contractor agrees to complete and submit an, which will be provided by the Department, with a
voided check. Failure to complete and submit this form and voided check in a timely and accurate
manner may result in a delay of payment.
c. Contractor agrees to accept payment through county warrant when funding source does not
allow for direct deposit.
7. Compliance with Applicable Laws
a. At all times during the performance of this Agreement, Contractor will strictly adhere to all
applicable Federal and State laws, order, and applicable standards, regulations, interpretations
and/or guidelines issued pursuant thereto. This includes protection of the confidentiality of all
applicant/recipient records, papers, documents, tapes and any other materials that have been or may
hereafter be established which relate to the Agreement. Contractor shall abide by all applicable laws
and regulations, including, but not limited to the following:
- Title VI of the Civil Rights Act of 1964, 42 U.S.C. Sections 2000d-1 Title VI of the Civil
Rights Act of 1964, 42 U.S.C. Sections 2000d-1 et. seq. and its implementing regulation, 45
C.F.R. Part 80 et. seq.; and
- all provisions of the Civil Rights Act of 1986 so that no person shall, on the grounds of
race, creed, color, sex, or national origin, be excluded from participation in, be denied the
benefits of, or be otherwise subjected to discrimination under the approved Agreement.
- Section 504 of the Rehabilitation Act of 1973, 29 U.S.C. Section 794, and its
implementing regulations, 45 C.F.R. Part 84; and
- the Age Discrimination Act of 1975, 42 U.S.C. Section 6101 et. seq. and its
implementation regulations, 45 C.F.R. Part 91; and
- Title VII of the Civil Rights Act of 1964; and
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- the Age Discrimination in Employment Act of 1967; and
- the Equal Pay Act of 1963; and
- the Education Amendments of 1972; and
- Immigration Reform and Control Act of 1986, P.L. 99-603, 42 C.F.R. Part 2; and
- all regulations applicable to these laws prohibiting discrimination because of race, color,
national origin, sex, religion, and handicap, including Acquired Immune Deficiency Syndrome
(AIDS) or AIDS related conditions covered under Section 504 of the Rehabilitation Act of
1973, as amended, cited above. If necessary, Contractor and the Department will resist in
judicial proceedings any efforts to obtain access to client records except as permitted by 42
C.F.R. Part 2. 45 C.F.R. Part 74, Appendix G 9, which requires that affirmative steps be taken
to assure that small and minority businesses are utilized, when possible, as sources of
supplies, equipment, construction and services. This assurance is given in consideration of
and for the purpose of obtaining any all Federal and/or State financial assistance.
- Colorado Revised Statute (C.R.S.) 26-6-104, requiring criminal background record checks
for all employees, contractors and sub -contractors.
b. Contractor is further charged with the knowledge that any person who feels that s/he has been
discriminated against has the right to file a complaint either with the Colorado Department of Human
Services or with the United States Department of Health and Human Services, Office for Civil Rights.
c. Contractor assures that it will fully comply with all other applicable Federal and State laws which
may govern the ability of the Department to comply with the relevant funding requirements.
Contractor understands the source of funds to be accessed under the Agreement is determined by
the Department.
d. Contractor assures and certifies that it and its principals:
- Are not presently debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from covered transaction by a Federal or State department or agency;
and
- have not, within a three-year period preceding this Agreement, been convicted of or
had a civil judgment rendered against them for commission of fraud or criminal offense in
connection with obtaining, attempting to obtain, or performing a public (Federal, State or
Local) transaction or contract under public transaction; violation of federal or state antitrust
statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction
of records, making false statements, or receiving stolen property; and
- are not presently indicted for or otherwise criminally or civilly charged by a government
entity (federal, state or local) with commission of any of the offenses enumerated in this
certification; and
- have not, within a three-year period preceding this Agreement, had one or more public
transactions (federal, state, or local) terminated for cause or default.
e. Public Contracts for Services C.R.S. §8-17.5-101. Contractor certifies, warrants, and agrees that it
does not knowingly employ or contract with an illegal alien who will perform work under this
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contract. Contractor will confirm the employment eligibility of all employees who are newly hired for
employment in the United States to perform work under this Agreement, through participation in the
E -Verify program or the State of Colorado program established pursuant to C.R.S. §8-17.5-
102(5)(c). Contractor shall not knowingly employ or contract with an illegal alien to perform work
under this Agreement or enter into a contract with a subcontractor that fails to certify with Contractor
that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work
under this Agreement. Contractor shall not use E -Verify Program or State of Colorado program
procedures to undertake pre -employment screening or job applicants while this Agreement is being
performed. If Contractor obtains actual knowledge that a subcontractor performing work under the
public contract for services knowingly employs or contracts with an illegal alien Contractor shall notify
the subcontractor and the Department within three (3) days that Contractor has actual knowledge
that a subcontractor is employing or contracting with an illegal alien and shall terminate the
subcontract if a subcontractor does not stop employing or contracting with the illegal alien within three
(3) days of receiving notice. Contractor shall not terminate the contract if within three days the
subcontractor provides information to establish that the subcontractor has not knowingly employed
or contracted with an illegal alien. shall comply with reasonable requests made in the course of an
investigation, undertaken pursuant to C.R.S. §8-17.5-102(5), by the Colorado Department of Labor and
Employment. If Contractor participates in the State of Colorado program, Contractor shall, within
twenty days after hiring a new employee to perform work under the contract, affirm that Contractor
has examined the legal work status of such employee, retained file copies of the documents, and not
altered or falsified the identification documents for such employees. Contractor shall deliver to the
Department, a written notarized affirmation that it has examined the legal work status of such
employee and shall comply with all of the other requirements of the State of Colorado program. If
Contractor fails to comply with any requirement of this provision or of C.R.S. §8-17.5-101 et seq., the
Department, may terminate this Agreement for breach, and if so terminated, Contractor shall be liable
for actual and consequential damages.
f. Except where exempted by federal law and except as provided in C.R.S. § 24-76.5-103(3), if
Contractor receives federal or state funds under the contract, Contractor must confirm that any
individual natural person eighteen (18) years of age or older is lawfully present in the United States
pursuant to C.R.S. § 24-76.5-103(4), if such individual applies for public benefits provided under the
contract. If Contractor operates as a sole proprietor, it hereby swears or affirms under penalty of
perjury that it: (a) is a citizen of the United States or is otherwise lawfully present in the United States
pursuant to federal law, (b) shall produce one of the forms of identification required by C.R.S. § 24-
76.5-101, et seq., and (c) shall produce one of the forms of identification required by C.R.S. § 24-76.5-
103 prior to the effective date of the contract.
8. Compliance with Child and Family Services Review
The Child and Family Services Review (CFSR) examines child welfare service outcomes in three areas;
Safety, Permanency and Well Being of families. For each outcome, data and performance indicators
measure each state's performance according to national standards and monitor progress over time.
Following the review, a Program Improvement Plan (PIP) will be implemented for the state to enhance
services to families.
Contractor agrees to continually strive for positive outcomes in the areas of Safety, Permanency and Well
Being. Contractor will ensure that any employee or subcontractor of Contractor providing services under
this Agreement will work towards positive outcomes in the aforementioned three areas as outlined under
the Child and Family Services Review (CFSR), and will address the aforementioned three areas when
completing monthly reports as required by Paragraph 3(d) of this Agreement.
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9. Insurance Requirements
Contractor and the Department agree that Weld County, the Board of County Commissioners of Weld
County, its officers and employees, shall not be held liable for injuries or damages caused by any negligent
acts or omissions of the Contractor, it subcontractor, or their employees, volunteers, or agents while
performing duties described in this Agreement. Contractor shall indemnify, defend and hold harmless
Weld County, the Board of County Commissioners of Weld County, its employees, volunteers and agents.
Contractor shall provide the liability insurances (including professional liability insurances where
necessary) and worker's compensation insurances for all its employees, volunteers, and agents engaged
in the performance of this Agreement which are required under Weld County's Request for Proposal, and
required by the Colorado Worker's Compensation Act. Contractor shall provide the Department with the
acceptable evidence that such coverage is in effect within seven (7) days of the date of this Agreement.
At a minimum, Contractor shall procure, either personally or through its employer as applicable to the
Contractor's business, at its own expense, and maintain for the duration of the work, the following
insurance coverage. Weld County, State of Colorado, by and through the Board of County Commissioners
of Weld County, its employees and agents, shall be named as additional named insured on the insurance,
where permissible the insurance provider.
a. General Requirements: Contractors must secure, at or before the time of execution of
any agreement or commencement of any work, the following insurance covering all operations,
goods or services provided pursuant to this request. Contractors 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. The required insurance shall be underwritten by an insurer licensed
to do business in Colorado and rated by A.M. Best Company as "A"VIII or better. Each policy shall
contain a valid provision or endorsement stating "Should any of the above -described policies by
canceled or should any coverage be reduced before the expiration date thereof, the issuing
company shall send written notice to the Weld County Director of General Services by certified
mail, return receipt requested. Such written notice shall be sent thirty (30) days prior to such
cancellation or reduction unless due to non-payment of premiums for which notice shall be sent
ten (10) days prior. If any policy is in excess of a deductible or self -insured retention, the
Department must be notified by the Contractor. Contractor shall be responsible for the payment
of any deductible or self -insured retention. The Department reserves the right to require
Contractor to provide a bond, at no cost to the Department, in the amount of the deductible or
self -insured retention to guarantee payment of claims. The insurance coverages specified in this
Agreement are the minimum requirements, and these requirements do not decrease or limit the
liability of Contractor. 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.
b. Types of Insurance: Contractor shall obtain, and maintain at all times during the term of
any Agreement, insurance in the following kinds and amounts:
i.Workers' Compensation Insurance as required by state statute, and Employer's Liability
Insurance covering all of Contractor's employees acting within the course and scope of
their employment. If Contractor is an Independent Contractor, as defined by the
Colorado Worker's Compensation Act, this requirement shall not apply. Contractor must
submit to the Department a Declaration of Independent Contractor Status Form prior to
the start of this agreement.
ii.Commercial General Liability Insurance written on ISO occurrence form CG 00 01 10/93
or equivalent, covering premises operations, fire damage, independent Contractors,
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products and completed operations, blanket contractual liability, personal injury, and
advertising liability with minimum limits as follows:
$1,000,000 each occurrence;
$2,000,000 general aggregate;
$50,000 any one fire; and
$500,000 errors and omissions.
iii.Automobile Liability: 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.
iv.Additional Provisions: Policies for all general liability, excess/umbrella liability, liquor
liability and pollution liability must provide the following:
- If any aggregate limit is reduced by twenty-five percent (25%) or more
by paid or reserved claims, Contractor shall notify the Department within ten
(10) days and reinstate the aggregates required;
Unlimited defense costs in excess of policy limits;
- Contractual liability covering the indemnification provisions of this
Agreement;
- A severability of interests provision;
- Waiver of exclusion for lawsuits by one insured against another;
A provision that coverage is primary; and
- A provision that coverage is non-contributory with other coverage or
self-insurance provided by the Department.
v.For all general liability, excess/umbrella liability, liquor liability, pollution liability and
professional liability policies, if the policy is a claims -made policy, the retroactive date
must be on or before the contract date or the first date when any goods or services were
provided to the Department, whichever is earlier.
c. Contractors shall secure and deliver to County's Risk Administrator ("Administrator") at
or before the time of execution of this Agreement, and shall keep in force at all times during the
term of the Agreement as the same may be extended as herein provided, a commercial general
liability insurance policy, including public liability and property damage, in form and company
acceptable to and approved by said Administrator, covering all operations hereunder set forth in
the related Bid or Request for Proposal.
d. Proof of Insurance: Contractor shall provide a copy of this information to its insurance
agent or broker and shall have its agent or broker provide proof of Contractor's required
insurance. The Department reserves the right to require Contractor to provide a certificate of
insurance, a policy, or other proof of insurance as required by the County's Risk Administrator in
his sole discretion.
e. Additional Insureds: For general liability, excess/umbrella liability, pollution legal liability,
liquor liability, and inland marine, Contractor's insurer shall name County as an additional insured
as follows
f. Waiver of Subrogation: For all coverages, Contractor's insurer shall waive subrogation
rights against County.
g. Subcontractors: All subcontractors, independent contractors, sub -vendors, suppliers or
other entities providing goods or services required by this Agreement shall be subject to all of the
requirements herein and shall procure and maintain the same coverages required of Contractor.
Contractor shall include all such subcontractors, independent contractors, sub -vendors, suppliers
or other entities as insureds under its policies or shall ensure that all subcontractors maintain the
required coverages. Contractor agrees to provide proof of insurance for all such subcontractors,
independent contractors, sub -vendors, suppliers or other entities upon request by the
Department.
A provider of Professional Services (as defined in the Bid or RFP) shall provide the following
coverage:
Professional Liability: Contractor shall maintain limits of $1,000,000 for each claim, and
$2,000,000 aggregate limit for all claims.
10. Certification
Contractor certifies that, at the time of entering into this Agreement, it has currently in effect all
necessary licenses, approvals, insurance, etc., required to properly provide the services and/or supplies
covered by this Agreement. Copies of all necessary licenses shall be provided to the Department by the
Contractor prior to the start of any Agreement.
11. Trainin
Contractor may be required to attend training at the request of the Department specific to services
provided under this Agreement. The Department will not compensate the Contractor for said training in
the form of registration fees, time spent traveling to and from training, attending the training or any other
associated costs unless otherwise agreed to by the Department.
12. Subpoenas
Contractor will, on behalf of its employees and/or officers, accept any subpoena for testimony from the
Weld County Attorney's Office by e-mail and will return a waiver of services within 72 business hours. For
this purpose, Contractor will designate an e-mail address prior to the start of this Agreement. If the
Contractor receives a subpoena via e-mail but will only accept personal service, the Contractor will
contact the Weld County Attorney's Office immediately at 970-400-6503, and advise that the subpoena
must be personally served.
13. Monitoring and Evaluation
Contractor and the Department agree that monitoring and evaluation of the performance of this
Agreement shall be conducted by the Contractor and the Department. The results of the monitoring and
evaluation shall be provided to the Board of Weld County Commissioners, the Department and the
Contractor.
Contractor will collaborate in a timely manner with the Department to resolve issues pertaining to service
delivery, service quality, documentation, and invoicing during referral period and after services have
concluded. The Contractor will require clients sign releases of information. Contractor understands that
the Department will not reimburse for services rendered to Department clients until releases of
information are obtained.
Contractor shall permit the Department, and any other duly authorized agent or governmental agency, to
monitor all activities conducted by the Contractor pursuant to the terms of this Agreement. The
monitoring agency may, if in its sole discretion deems necessary or appropriate, have access to any
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program data, special analyses, on -site checking, formal audit examinations, or any other reasonable
procedures for purposes of monitoring. All such monitoring shall be performed in a manner that will not
unduly interfere with the work conducted under this Agreement.
14. Modification of Agreement
All modifications to this Agreement shall be in writing and signed by both parties.
15. Remedies
The Director of Human Services or designee may exercise the following remedial actions should s/he find
the Contractor substantially failed to satisfy the scope of work found in this Agreement. Substantial
failure to satisfy the scope of work shall be defined to mean incorrect or improper activities or inaction by
the Contractor. These remedial actions are as follows:
- Withhold payment to the Contractor until the necessary services or corrections in
performance are satisfactorily completed.
- Deny payment or recover reimbursement for those services or deliverables, which have
not been performed and which due to circumstances caused by the Contractor cannot be
performed or if performed would be of no value to the Department. Denial of the amount
of payment shall be reasonably related to the amount of work or deliverables lost to the
Department.
- Incorrect payment to the Contractor due to omission, error, fraud, and/or defalcation
shall be recovered from Contractor by deduction from subsequent payments under this
Agreement or other agreements between the Department and Contractor, or by the
Department as a debt due to the Department or otherwise as provided by law.
16. Representatives
For the purpose of this Agreement, the individuals identified below are hereby designated representatives
of the respective parties. Either party may from time to time designate in writing a new or substitute
representative(s).
For Department: For Contractor:
Heather Walker, Child Welfare Division Head Gregory Creed, Co -Owner
17. Notice
All notices required to be given by the parties hereunder shall be given by certified or registered mail to
the individuals at the addresses set forth below. Either party may from time to time designate in writing a
substitute person(s) or address to whom such notices shall be sent.
For Department:
Judy A. Griego, Director
P.O. Box A
Greeley, CO 80632
(970) 400-6510
For Contractor:
Gregory Creed, Ph.D., LPC — Co -Owner
7251 West 20th Street, Building M-2
Greeley, CO 80634
(970) 590-1424
18. Litigation
Contractor shall promptly notify the Department in the event that Contractor learns of any actual
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litigation in which it is a party defendant in a case that involves services provided under this Agreement.
Contractor, within five (5) calendar days after being served with a summons, complaint, or other pleading
which has been filed in any Federal or State court or administrative agency, shall deliver copies of such
document(s) to the Director of Human Services. The term "litigation" includes an assignment for the
benefit of creditors, and filings of bankruptcy, reorganization and/or foreclosure.
19. Termination
This Agreement may be terminated at any time by either party giving thirty (30) days written notice to the
individuals identified in paragraph 17. No portion of this Agreement shall be deemed to create an
obligation on the part of the County of Weld, State of Colorado, to expend funds not otherwise
appropriated in each succeeding year, as this Agreement is subject to the availability of funding.
Therefore, the Department may terminate this Agreement at any time if the source of funding for the
services made available to the Contractor is no longer available to the Department, or for any other
reason. Contractor reserves the right to suspend services to clients if funding is no longer available.
20. No Third -Party Beneficiary Enforcement
It is expressly understood and agreed that the enforcement of the terms and conditions of this
Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the
undersigned parties and nothing in this Agreement shall give or allow any claim or right of action
whatsoever by any other person not included in this Agreement. It is the express intention of the
undersigned parties that any entity other than the undersigned parties receiving services or benefits
under this Agreement shall be an incidental beneficiary only.
21. Governmental Immunity
No term or condition of this contract shall be construed or interpreted as a waiver, express or implied, of
any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental
Immunity Act of §§24-10-101 et. seq., as applicable now or hereafter amended.
22. Partial Invalidity of Agreement
if any section, subsection, paragraph, sentence, clause, or phrase of this Agreement is for any reason held
or decided to be unconstitutional, such decision shall not affect the validity of the remaining portions.
The parties hereto declare that they would have entered into this Agreement and each and every section,
subsection, paragraph, sentence, clause, and phrase thereof irrespective of the fact that any one or more
sections, subsections, paragraphs, sentences, clauses, or phrases might be declared to be unconstitutional
or invalid.
23. Improprieties/Conflict of Interest
No officer, member or employee of Weld County and no member of their governing bodies shall have any
pecuniary interest, direct or indirect, in the approved Agreement or the proceeds thereof.
The Appearance of Conflict of Interest applies to the relationship of a Contractor with the Department
when the Contractor also maintains a relationship with a third party and the two relationships are in
opposition. In order to create the appearance of a conflict of interest, it is not necessary for the
Contractor to gain from knowledge of these opposing interests. It is only necessary that the Contractor
know that the two relationships are in opposition. During the term of the Agreement, Contractor shall
not enter into any third -party relationship that gives the appearance of creating a conflict of interest.
Upon learning of an existing appearance of a conflict of interest situation, Contractor shall submit to the
Department, a full disclosure statement setting forth the details that create the appearance of a conflict
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of interest. Failure to promptly submit a disclosure statement required by this paragraph shall constitute
grounds for the Department's termination, for cause, of its Agreement with the Contractor.
A conflict of interest or appearance of a conflict of interest may also apply to personal relationships
between providers and clients. If a provider has a personal relationship with a client to whom the
Contractor may provide services for, the Contractor must disclose that relationship to the Department.
Contractor certifies that Federal appropriated funds have not been paid or will be paid, by or on behalf of
Contractor, to any person for influencing or attempting to influence an officer or employee of an agency,
a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract, the making of any Federal grant, the making of any
Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal,
amendment, or modification of an Federal contract, loan, grant, or cooperative agreement.
24. Storage, Availability and Retention of Records
Contractor agrees that authorized local, Federal, and State auditors and representatives shall, during
business hours, have access to inspect and copy records, and shall be allowed to monitor and review
through on -site visits, all activities related to this Agreement, supported with funds under this Agreement,
to ensure compliance with the terms of this Agreement. Contracting parties agree that monitoring and
evaluation of the performance of the Agreement shall be conducted by appropriate funding sources. The
results of the monitoring and evaluation activities shall be provided to the appropriate and interested
parties.
All such records, documents, communications, and other materials created pursuant or related to this
Agreement shall be maintained by the Contractor in a central location and shall be made available to the
Department upon its request, for a period of seven (7) years from the date of final payment under this
Agreement, or for such further period as may be necessary to resolve any matters which may be pending,
or until an audit has been completed with the following qualifications: If an audit by or on behalf of the
Federal and/or State government has begun but is not completed at the end of the seven (7) year period,
or if audit findings have not been resolved after a seven (7) period, the materials shall be retained until
the resolution of the audit finding.
25. Confidentiality of Records
Contractor shall protect the confidentiality of all applicant records and other materials that are
maintained in accordance with this Agreement except for purposes directly connected with the
administration of Child Protection. No information about or obtained from any applicant/recipient in
possession of Contractor shall be disclosed in a form identifiable with the applicant/recipient or a minor's
parent or guardian unless in accordance with the Contractor's written policy governing access to,
duplication and dissemination of, all such information, in any form, including social networks. Contractor
shall advise its employees, agents, and subcontractor, if any, that they are subject to these confidentiality
requirements.
Contractor shall provide its employees, agents, and subcontractors, if any, with a copy or written
explanation of these confidentiality requirements before access to confidential data is permitted.
Contractor shall have its employees, agents, and subcontractors, if any, sign a written confidentiality
agreement and shall provide a copy of such agreement to the Department, if requested.
26. Proprietary Information
Proprietary information for the purposes of this Agreement is information relating to a party's research,
development, trade secrets, business affairs, internal operations and management procedures and those
11
of its customers, clients or affiliates, but does not include information (1) lawfully obtained from third
parties, (2) that which is in the public domain, or (3) that which is developed independently. Neither
party shall use or disclose directly or indirectly without prior written authorization any proprietary
information concerning the other party obtained as a result of this Agreement. Any proprietary
information removed from the Department's site by the Contractor in the course of providing services
under this Agreement will be accorded at least the same precautions as are employed by the Contractor
for similar information in the course of its own business.
27. Independence of Contractor: Not an Employee of Weld County
Contractor agrees that it is an independent Contractor and that Contractor's officers, agents or employees
will not become employees of County, nor entitled to any employee benefits from County as a result of
the execution of this Agreement. Contractor shall perform its duties hereunder as an independent
Contractor. Contractor shall be solely responsible for its acts and those of its agents and employees for all
acts performed pursuant to this Agreement. Contractor, its employees and agents are not entitled to
unemployment insurance or workers' compensation benefits through County and County shall not pay for
or otherwise provide such coverage for Contractor or any of its agents or employees. 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.
Contractor shall not have authorization, express or implied, to bind County to any agreement, liability or
understanding, except as expressly set forth in this Agreement. Contractor shall have the following
responsibilities with regard to workers' compensation and unemployment compensation insurance
matters: (a) provide and keep in force workers' compensation and unemployment compensation
insurance in the amounts required by law, and as set forth in Exhibit , provide proof thereof when
requested to do so by County.
28. Entire Agreement
This Agreement, together with all attachments hereto, constitutes the entire understanding between the
parties with respect to the subject matter hereof, and may not be changed or modified except as state in
Paragraph 14 herein. This Agreement shall be binding upon the parties hereto, their successors, heirs,
legal representatives, and assigns. The Contractor and the Department may not assign any of its rights or
obligations hereunder without the prior consent of both parties.
29. Agreement Nonexclusive
This Agreement does not guarantee any work nor does it create an exclusive agreement for services.
30. Warranty
The Contractor warrants that services performed under this Agreement will be performed in a manner
consistent with the professional standards governing such services and the provisions of this Agreement.
The Contractor shall faithfully perform the work in accordance with the standards of care, skill, training,
diligence and judgment provided by highly competent individuals and entities that perform services of a
similar nature to those described in this Agreement including Exhibits A, B, C, and D.
31. Acceptance of Services Not a Waiver
Upon completion of the work, the Contractor shall submit to the Department originals of all tests and
results, reports, etc., generated during completion of this work. Acceptance by the Department of reports
and incidental material(s) furnished under this Agreement shall not in any way relieve the Contractor of
responsibility for the quality and accuracy of the services. In no event shall any action by the Department
12
hereunder constitute or be construed to be a waiver by the Department of any breach of covenant or
default which may then exist on the part of the Contractor, and the Department's action or inaction when
any such breach or default shall exist shall not impair or prejudice any right or remedy available to the
Department with respect to such breach or default; and 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 Department of, or payment for, any services performed
under this Agreement shall not be construed as a waiver of any of the Department's rights under this
Agreement or under the law generally.
32. Employee Financial Interest/Conflict of Interest. C.R.S. §§24-18-201 et seq. and §24-50-507
The signatories to this Agreement aver 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. The Contractor has no interest and shall not acquire any interest direct or indirect, which
would in any manner or degree with the performance of the Contractor's services and the Contractor,
shall not employ any person having such known interests. During the term of this Agreement, the
Contractor shall not engage in any in any business or personal activities or practices or maintain any
relationships which actually conflicts with or in any way appear to conflict with the full performance of its
obligations under this Agreement. Failure by the Contractor to ensure compliance with this provision may
result, in the Department's sole discretion, in immediate termination of this Agreement. No employee of
the Contractor nor any member of the Contractor's family shall serve on a County Board, committee or
hold any such position which either by rule, practice or action nominates, recommends, supervises
Contractor's operations, or authorizes funding to the Contractor.
33. 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.
34. 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.
35. Subcontractors
Contractor acknowledges that the Department 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 this project without the Department's prior written consent, which may
be withheld in the Department's sole discretion.
36. Attorney's Fees/Legal Costs
In the event of a dispute between the Department 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.
37. Ownership
All work and information obtained by Contractor under this Agreement or individual work order shall
become or remain (as applicable), the property of the Department. In addition, all reports, documents,
13
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 Department. Contractor shall not make use of such material for purposes
other than in connection with this Agreement without prior written approval of the Department.
38. 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.
39. 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.
IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and
year first above written.
COUNTY:
ATTEST: 4411 4A ae&;ii
Weld Chi ty lerk to the Board WELD COUNTY, COLORADO
By:
Deputy Clerk to
e Board
14
Barbara Kirkmeyer, Chair
CONTRACTOR:
BOARD OF COUNTY COMMISSIONERS
MAR 1 8 2
Transitions Psychology Group, LLC
7251 West 20`h Street, Building M-2
Greeley, Colorado 80634
(970) 336-1123
Gg gPhD (M
ad keea
By:
Date:
By:
Date:
19
Gregory Creed, Ph.D., LPC — Co -Owner
Mar 1,2019
rrivkiltk4
Norma Alkire (Mar 1, 2019)
Norma Alkire, LPC, LAC —Co -Owner
Mar 1, 2019
7ZD/1- //3-(p
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 intentionally left blank.
EXHIBIT B
CONTRACTOR'S RESPONSE TO REQUEST FOR PROPOSAL
PSYCHOLOGY GROUP. LLC
7251 W. 20th St. Bldg. M-2
Greeley, CO 80634
Tel. (970)336-1123
FAX (970)351-0182
December 7, 2018
Weld County Department of Human Services
RE: SAFE Home Study Program Proposal for 2019
To Whom It May Concern,
Transitions Psychology Group, LLC (Transitions) has been providing high quality services to our
ty' 200 «t. cohesive team f skilled 1innovative behavioral t health r : _ t.
�.uti11111b.111Ly jliiC�. �vv1 'vvlui our �.V11GJ1 V V LWa(Ii JJ. 91Cu11..•u an11VV,11Q.V GVral 11i.a1C11 professionals.
Over the years, we have built a solid reputation as an agency and we always do our best to maintain that
reputation with integrity. We provide ethical and effective psychological services for individuals, couples,
families and a variety of human service agencies in Weld and Logan Counties.
We developed our programs to serve client populations in Weld County through the Department of
Human Services. The Home Study program follows the Structured Analysis Family Evaluation (SAFE)
process in order to provide high quality home study reports that enable the Department to make important
determinations on the appropriateness for foster home certification, kinship placement, and for adoptions
through the foster -adopt programs. All of our providers will complete the SAFE training and up to three
persons on our team will complete the supervisor training as well. Three of our providers completed
SAFE training several years ago and have experience writing home studies However, all of our staff will
complete their training again to ensure we are up to date on training and can provide the highest quality
services. We have one provider who can provide services in Spanish at the full professional proficiency
level. Services will primarily be provided in a 15 -mile radius of our Greeley address and we have built in
a rate for travel in order to accommodate requests from the Department for home studies that require
greater distances.
Transitions has maintained a positive and constructive relationship with the Department over the years.
We hope to continue serving Weld County by developing our programs in a way that improve
effectiveness, utilization of resources and enhance our community as a whole.
Please feel free to contact us with any questions you may have. Thank you for your consideration and we
look forward to assisting you in your home study process.
Sincerely,
� -- - grz")
611-krtet-) Ot-,611-)wzMii),A)tiqc,
Gregory S. Creed, PhD, LPC Norma A. Alkire, MA, LAC, LPC
Co -Director Co -Director
Enclosure: Provider Information Forms, Exhibit C, Exhibit D, Certificates of Insurance, and Resumes.
EXHIBIT B
PROVIDER INFORMATION FORM
Weld County Department of Human Services
Transitions Psychology Group, LLC 1527837
AGENCY OR PRIVATE PRACTICE TRAILS PROVIDER ID (If Known)
Gregory Creed, PhD, LPC
PRIMARY CONTACT— FULL NAME
( 970 ) 590-1424
PHONE NUMBER
greg.creed@counselingtransitions.com
PRIMARY CONTACT- E-MAIL ADDRESS
7251 W. 20th St, Bldg. M-2
AGENCY MAILING ADDRESS
Co-owner
PRIMARY CONTACT - TITLE
( 970 ) 351-0182
EXT. FAX NUMBER
NA
AGENCY/PRACTICE WEB ADDRESS (IF APPLICABLE)
Greeley
CrrY
80634
ZIP
REFERRAL CONTACT
Brenda Settgast
REFFERAL CONTACT - FULL NAME
(970) 336-1123
REFERRAL CONTACT- PHONE NUMBER EXT.
Office Manager
REFERRAL CONTACT - TITLE
support@counselingtransitions.com
REFERRAL CONTACT - E-MAIL ADDRESS
BILLING CONTACT
Brenda Settgast
BILLING CONTACT -FULL NAME
(970) 336-1123
BILLING CONTACT- PHONE NUMBER
Office Manager
BILLING CONTACT - TITLE
support@counselingtransitions.com
EXT. BILU NG CONTACT - E-MAIL ADDRESS
I certify that the services proposed for intended use by the Weld County Department of Human Services will meet
all the specifications it has so indicated in this bid form. I further affirm intention to enter into an agreement with
Weld County, on behalf of the Weld County Department of Human Services, and comply with all requirements of
the contract, if awarded.
The Board of Weld County Commissioners reserve the right to reject any or all bids, to waive any informality in the
bids, and to accept the bid, or part of a bid, that, in the opinion of the Board, is in the best interests of the Board and
of the' County of Weld, State of Colorado. The Board of Weld County Commissioners shall give preference to
resident Weld County bidders in all cases where the bids are competitive in price and quality.
Signature of Authorized Representative:
Date of Signature: if 7 ?t
EXHIBIT C
PROPOSAL TEMPLATE
(Bidder must use this template for each service proposed. Maximum of 3 pages per proposed service.)
1. Bidder's legal entity name:
2. Program name or service type
being proposed:
Transitions Psychology Group, LLC
Home Studies
3. Modalities, curriculum or tools that will be utilized in the delivery of the service. The program will
utilize the Structured Analysis Family Evaluation (SAFE) home study process to provide home studies
and home study updates for kinship care, foster care, kinship foster care, parent care, foster -adopt,
adoption and for Interstate Compact on the Placement of Children (ICPC) purposes. The program will
utilize all of the standardized tools, forms for documentation, the interview process, and supervision
indicated by the Structured Analysis Family Evaluation (SAFE) program. SAFE home study reports and
SAFE home study update reports will be submitted to DHS within the SAFE timeline guidelines utilizing
the SAFE home study template.
The structured home study process uses the following standardized tools:
• SAFE Questionnaire I and II
• Compatibility Inventory
• Reference Letters
• Home Study Interview
• Psychosocial Inventory
All references will be followed up for verification. Additionally, documentation including ICWA/Indian
Heritage, results from UA and any additional collateral information gathered from applicants will be
reviewed and utilized appropriately in the home study process.
4. Anticipated frequency of the service (ex. 4 hours/week). Questionnaires will be administered to both
parents or to the adult in a single parent household followed by interviews with each parent.
Additional adults living in the home will be given questionnaires as determined necessary. Each parent
with have 2 interviews in conjunction with each questionnaire. The second interview will follow the
first with a minimum of 7 days between interviews. There will be a family interview and well as
individual interview with each child and each additional adult living in the home.
5. Anticipated duration of the service (ex. 3-4 months). The process of completing an initial SAFE home
study report, with the cooperation of family members will normally take 3-6 weeks. The SAFE home
study update will take 2-4 weeks.
6. Goals of the service. The goal of the service is to provide SAFE home study evaluations and reports of
families applying to be foster care providers, kinships placements and for adoption with the purpose of
ensuring that each placement is safe and healthy for the children) being placed.
7. Outcomes of service. To provide a balanced and accurate report to help facilitate decisions for the safe
Bid No.: B1800058
EXHIBIT C
PROPOSAL TEMPLATE
(Bidder must use this template for each service proposed. Maximum of 3 pages per proposed service.)
and healthy placement of children in Weld County.
8. Target population for service. The program will address the needs of children of all ages needing to be
placed in care. Family members of all ages that are providing homes for children in need will be the
target of these services from young families to grandparents willing to become kinship placements for
their grandchildren.
9. Service access. All interviews for services related to this program take place in the home. Service
outside of 15 -minute travel time from the Transitions Psychology Group office located at 7251 W 20th
Street, M-2, Greeley, CO 80634, will have additional charges.
10. Languages service is available in. English and Spanish at full professional proficiency.
11. Medicaid eligibility of service. No.
12. Transportation of clients. Transportation of client will not normally be necessary as all interviews are
conducted in the home.
13. Rates of service.
• Full SAFE Home Study with up to 2 Adults: $1200
• Updated SAFE Home Study with up to 2 Adults: $600
• Each Additional Adult in the Home: $250/adult
• Partial Home Study (when cancelled by client or deemed inappropriate to continue), billable after
the first interview and two phone contacts:
o $135/hour of face -face contact
o Travel time will be billed at $0.54/mile and at $75/hour outside of 15 -mile radius
• Travel: billed at $0.54/mile. Travel outside of 15 -mile radius billed at an additional $75/hour
Bid No.: B1800058
STAFF DATA SHEET
EXHIBIT D
(Bidder must list all applicable staff who will manage and/or administer the proposed service. One Staff Data Sheet per proposed service. Bidder should not combine services.)
PROPOSED SERVICE OR SERVICE TYPE:
Home Studies 2019 Bid B1800137
BIDDER LEGAL ENTITY NAME:
Transitions Psychology Goup, LLC
APPLICABLE STAFF MEMBER OR CONTRACTOR INFORMATION
m..... SUPERVISOR ISO INFORMATION
No.
Last Name
First Name
Work#
Work
Email
Education
Level
Degree Focus
Licensure/
Credentials
DORA it
(If applicable)
Last Name
First Name
Work
it
Work
Email
1
Alkire
Norma
970-336_ 1123
norma.alkire@co
MA
Counseling
LPC/LAC
LPC-4453/ACD-141
m :..........:::.
_.,...:_-:._ ... ; _.
3
Creed
Gregory
970-336-1123
greg.creed@coun
PhD
Counseling
LPC
LPC-2869
2
Frost
Helen
970-336-1123
hafrost.Icswcouns
MSW
Social Work
LCSW
CSW.09924261
NLC.0108372
lory.villumsen@y
4
Villumsen
Lory
970-336-1123
MA
Sociology
5
Noblitt
Jean
970-336-1123
cjn.2010@yahoo.i
MSW
Social Work
LCSW
CSW.00992962
6
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
B1800058
Gregory S. Creed, PhD, LPC
Transitions Psychology Group, LLC
7251 W 20th Street, Bldg M-2, Greeley, CO 80634
Tel (970) 336-1123 FAX (970) 351-0182 Cell (970) 590-1424
Email: greq.creeda,counselingtransitions.com
Website: www.counselingtransitions.corn
Highlights of Qualifications
• Doctoral level marriage & family counselor with over 13 years' experience
• Licensed Professional Counselor & National Certified Counselor
• Professional training in family systems therapy & couples counseling
• Proficient in Spanish and Japanese with highly developed cultural
competencies.
Sept 1999-Pres
Jan 99 -Aug 99
Jan 98 -Dec 98
1996-1998
Relevant Experience
Co -Director & Marriage and Family Counselor,
Transitions Psychology Group, LLC
• Provide high quality individual, couples and family
therapy
• Supervise counselors on several programs
• Perform administrative functions for the agency
Counselor/Case Manager, North Range Behavioral Health,
1306 11th Avenue, Greeley, CO 80631
• Provided in -home therapy services for family
preservation referrals from DSS and for an interagency
collaborative program
• Maintained productive working relationships with
caseworkers from DSS
• Conducted therapy with Spanish speaking families
• Produced positive outcomes with families and individuals
Internship, North Range Behavioral Health, 1306 11th
Avenue, Greeley, CO 80631
• Family, group and individual therapy with children,
adolescents, and adults
• Experience with family preservation, Head Start and
outreach programs
• Case consultation with parents, teachers and program
directors.
Program Coordinator, Center for International Education,
UNC, 1945 10th Avenue, Greeley, CO 80639
• Coordinate cross-cultural programming campus -wide
• Facilitate retention programs for international students
• Direct home stay program for Japanese students
1994-1996
1990-1996
Assistant Language Teacher, Kyoto City Board of
Education, Oike-Teramachi, Nakagyo-ku, Kyoto 616, Japan
• Taught English to high school students in team -teaching
format wit Japanese teachers
• Encouraged Japanese teachers to be model learners of
English and to explore new methods of teaching
• Designed teaching materials and teaching plans
• Helped team to develop new pilot English course
Owner & Instructor, Gregory's English School, Kyoto,
Japan.
• Taught 35 students weekly in small groups, parent/child
classes and in individual sessions
• Helped demystify the learning process for students and
helped them to develop a taste for self -guided learning
1989-1990 Spanish Instructor, Aims Community College, Greeley, CO
1986-1988
Assistant English Teacher, Japan Exchange and Teaching
Program, Kyoto Prefectural Research and Training Center,
Nishi-machi, Morinagato, Momoyama, Fushimi-ku, Kyoto,
Japan
• Conducted seminars and training workshops to Japanese
educators
• Taught English to high school students
• Regional representative for Assistant English Teacher
Association
Education
Ph.D., Counselor Education & Supervision, 2006
M.A., Community Counseling, Marriage & Family Emphasis,
University of Northern Colorado, 1999
B.A., McPherson College, McPherson, Kansas, Business Management &
Spanish, 1986
Junior Year Study Abroad, University of Granada, Granada, Spain, 1983-84
Certification & Licensure
Licensed Professional Counselor, #2869
National Certified Counselor
Presentations & Professional Instruction
Marriage and Family Counseling & Pastoral Counseling Instructor St. John
Vianney Theological Seminary, Sept 2008-Pres., 1300 Steele Street, Denver CO
Marriage & Family Workshop, Pontifical North American College,
Rome, Italy, September 2010
Family and Couple Therapy, Argosy University, Fall 2010, 7600 E. Eastman
Avenue, Denver CO
Family Systems, University of Northern Colorado, Fall 2010, Greeley CO
Pastoral Care with Teens & Adolescent Development, May 31, 2012, Youth
Culture & Pastoral Ministry CAYM 606, Augustine Institute, Denver CO
Pastoral Care with Teens & Adolescent Development, June 18, 2012, FORMED
Youth Ministry, YDisciple, Augustine Institute, Denver CO
Counseling Teens and Adolescent Development, Denver Leadership
Conference, The Impact Center, St. John Vianney Theological Seminary, August
2010, 1300 Steele Street, Denver CO
A School of Love, Life and Learning, Teacher In -Service Training, November 2,
2011, St. Mary's Catholic School, Greeley, CO.
Counseling Teens and Adolescent Development, St. John Bosco Youth Ministry
Certification Program, April 15-16, 2011, Archdiocese of Kansas City, KS,
Marriage Preparation Class: Discipline and Teaching of Children (In Spanish), St.
Nicolas Catholic Church, Oct 9, 2009 & 2010, Platteville, CO
A Balancing Act: Strengths & Stressors for Families in Cross -Cultural Transitions,
FIGT (Families in Global Transitions) Annual Conference, March 29-30, 2007,
Houston, Texas
The Mystery of Parenting Teens, Parent Training Seminar, St Mary Catholic
Church Fall 2004 and St Peter Catholic Church Fall 2005
International Relocation: Implications for Families, Poster Session, Rocky
Mountain ACES annual meeting, Oct 5-7, 1998, Jackson, Wyoming
Published Dissertation
G.S. Creed (2006). Families in cross-cultural transitions: Psychological
adjustment, sociocultural adaptation and acculturation strategy.
Professional Associations
ACA (American Counseling Association)
AAMFT (American Association for Marriage and Family Therapy)
CPA (Catholic Psychotherapy Association)
Child Welfare Collaborative/Model Court Subcommittee on Visitation and
Orientation, Weld County 19th Judicial District
Academy of Natural Therapy, Advisory Committee Member, Greeley, CO.
References
Available Upon Request
NORMA ALKIRE, MA, LPC, LAC
EDUCATION
1995 - 1997 Aims Community College Greeley, Colorado
AA Degree, Liberal Arts
1997-1998 University of Northern Colorado Greeley, Colorado
Bachelor of Arts Degree, Sociology Major, Psychology Minor
1999-2001 University of Northern Colorado Greeley, Colorado
Master of Arts Degree, Rehabilitation Counseling/Vocational Evaluation
2002-2004 University of Northern Colorado Greeley, Colorado
Masters of Arts Degree, Community Counseling/Marriage & Family Therapy
LICENSURES AND CERTIFICATIONS
NCC National Certified Counselor #89888
LAC Licensed Addiction Counselor #ACD141
LPC Licensed Professional Counselor #LPC4453
American Red Cross Disaster Mental Health Trained
Value Options Military OneSource Provider
PROFESSIONAL EXPERIENCE
Exp. 8/31/20
Exp. 8/31/19
Exp. 8/31/19
March 2012
May 2012
1999-2000 North Range Behavioral Health Greeley, Colorado
Clinical Care Assistant Supervisor, Alice McPherson, MA
• Assisted Master's level counselors with the care and treatment of chronic
mentally ill adults
• Assisted in answering and counseling on a 24 -hour crisis line
Nov 2001 -April 2003
Mentoring Coordinator
• Mentored TANF clients
• Provided encouragement and support to clients re-entering the workplace
• Worked with case managers and TANF technicians
• Attended staffings and other relevant meetings
• Completed monthly progress reports
Transitions Psychology Group
Greeley, Colorado
Supervisor, Greg Creed, MA, LPC
May 2003 -April 2004
Rehabilitation Counselor
North Range Behavioral Health — Frontier House
Greeley, Colorado
Supervisor, Jennifer Euler, MA
• Assisted adults with mental illness in seeking employment
• Completed monthly summaries with clubhouse members
• Helped clubhouse members in finding community resources
• Provided job coaching
• Developed jobs in the community for clubhouse members
• Attended daily and weekly meetings
4913 12th St Rd. Greeley, Co. 80634
PHONE 970-590-9861 • E-MAIL normaalkire@hotmail.COM
Jan 2004 — July 2004
Therapist (Intern)
• Facilitated and Co -facilitated adult drug and alcohol groups for both in and
out patients
• Administered Social Assessments to both mental health and substance
abuse adult and adolescent inpatients
• Attended staffings and case conferences with psychiatrists, psychologist and
therapists
• Completed progress notes and other relevant paper work
• Facilitated and Co -facilitated family discharge planning meetings
• Taught parenting classes
• Co -facilitated continuing care group
NCMC/Psychcare
Greeley, Colorado
Supervisor, Stacey Blank, MA, LPC, CAC III
June 2004 — September 2005 Island Grove Regional Treatment Center
Greeley, Colorado
Youth & Family Services Counselor/Research Assistant Supervisors,
Rochelle Galey, MSW, CAC III
Katherine Bryant, MS, CAC II
John Wilde, MA, LAC
• Facilitated adolescent substance abuse and anger management groups
• Conducted substance abuse evaluations, intakes, and discharges
• Completed all relevant paperwork ie: progress notes, substance abuse
evaluations, intakes, discharge summaries, letters, etc.
• Case management
• Collaborated with other treatment and community agencies to meet the
individual needs of clients
• Attended staffings
• Participated in community meetings
• Attended trainings relevant to certification requirements for Certified
Addictions Counselor (CAC) and Clinical Trials Network (CTN)
• Administered baseline and follow-up assessments for CTN research
protocol
• Contacted research participants for follow-up appointments
September 2005 — July 2006 Platte Valley Youth Services Center
Greeley, Co. 80631
Youth Services Counselor I Supervisor, Gail White, MS
• Provide drug and alcohol treatment for adolescent males committed to DYC
• Facilitate drug and alcohol groups
• Complete all relevant paperwork including TRAILS documentation
• Attend staffings, Parole Board hearings, and other relevant meetings
• Provide case management and transitional services as needed
• Communicate with Parole Officers/Client Manager's, families, and other
counselor's with regard to youth's disposition
• Facilitate family therapy
• Provide (Eye Movement Desensitization and Reprocessing) EMDR therapy
for youth with trauma and substance abuse issues
• Supervise CSO I and CSO II (security officers) pod staff
• Complete PMAP evaluations
• Attend (Sex Offender Management Board)SOMB and other trainings
relevant to job duties
4913 12th St Rd. Greeley, Co. 80634
PHONE 970-590-9861 • E-MAIL normaalkire@hotmail.COM
July 2006 — January 2007 Platte Valley Youth Services Center
Greeley, Co. 80631
Social Work Counselor II Supervisor, Kevin Powell, PhD
• Provide drug and alcohol treatment for adolescent males committed to DYC
• Facilitate drug and alcohol treatment groups
• Complete all relevant paperwork including TRAILS documentation
• Attend staffings, Parole Board hearings, Community Review Boards
(CRB's), and other relevant meetings
• Provide case management and transitional services as needed
• Communicate with Parole Officers/Client Manager's, families, and other
counselor's with regard to youth's disposition
• Facilitate family therapy
• Provide EMDR therapy for youth with trauma and substance abuse issues
• Monitoring and documentation of youth on suicide watch
• Attend SOMB and other trainings relevant to job duties
• Participate in the hiring process of counseling and other staff
• Implement and maintain treatment planning process
• Training of staff in utilization of mandated documents
• Compliance of audit standards with regard to upkeep and maintenance of
clinical records
February 2007 — present Transitions Psychology Group, LLC
Greeley, Co. 80631
Therapist/Co-Director
• Provide Therapeutic Supervision for families involved in the Social
Services System, as well as private sector
• Facilitate family therapy
• Help parents with effective parenting techniques by utilizing a Positive
Discipline Parenting approach, as well as other evidence based programs
• Transport children to visitation with their parents
• Follow and implement treatment plans created by Social Services
caseworker
• Attend FTM and TDM meetings with all parties involved in CPS
• Teach Life Skills to individuals in need of this service
• Provide therapeutic intervention for individual client's either self -referred or
referred by Employment Services
• Complete drug and alcohol and mental health assessments
• Utilize EMDR as a tool to assist individual's in overcoming lifetime trauma
• Provide therapy to adolescents committed to DYC
PROFESSIONAL MEMBERSHIPS
ACA American Counseling Association
NAADAC Association for Addiction Professionals
CONTINUING EDUCATION
EMDR: Part 1 of the Basic Training January 22, 2006 Molly Gierasch, PhD
4913 12th St Rd. Greeley, Co. 80634
PHONE 970-590-9861 • E-MAIL normaalkire@hotmail.COM
Part 2 of the Basic Training April 23, 2006 Molly Gierasch, PhD
Integrating Resource Installation Strategies into your EMDR Practice
August 18/19, 2006 Roy Kiessling, LISW
Transforming Trauma with EMDR: Advanced Clinical Workshop and Refresher Course
October 12-16, 2007 Laurel Parnell, PhD
Effectively Utilizing the Eight Phases of EMDR with Any Age Child or Adolescent
April 12, 2008 Gregory S. Smith, LISW
Advanced EMDR Skills for Strengthening Performance in Executives, Professionals, and
Other Adult Clients April 13, 2008 Gregory S. Smith, LISW
Mindfulness, Meditation, and EMDR October 24-25, 2009 Julie K. Greene, LPC
Through the Eyes of a Child: Using EMDR with Children
May 20-21, 2011 Robert Tinker, Ph.D &
Sandra Wilson, Ph.D
2012 EMDR International Conference October 4-7, 2012
Feeling State Addiction Protocol — Two day seminar January 19-20, 2013
Robert Miller, PsyD
Treating Chronic Pain with EMDR July 31 -Aug. 1, 2015 Mark Grant, PhD
CTN:
CAC:
Human Participants Protection Education for Research Teams August 2, 2004
HIV and HCV Reduction Interventions in Drug Detoxification and Treatment Settings
June 23-25, 2004
Recruitment, Retention and Return for Follow Up Workshop September 13-14, 2004
Risk Behavior Survey Training July 9, 2004
Biological Measures Training July 9, 2004
Good Research Practices Training July 21, 2004
Composite International Diagnostic Interview (CIDI) July 7-8, 2004
Composite International Diagnostic Interview Post Trng. October, 8, 2004
CTN0017 Data Management Training November 10, 2004
Addiction Severity Index (ASI) Classroom Training July 20, 2004
Addiction Severity Index (ASI) November 1, 2004
Addiction Counseling
Principles of Addiction Treatment
Pharmacology I
Pharmacology II
Client Records Management
Motivational Interviewing
Infectious Diseases in the Drug and Alcohol Work Setting
Ethical Issues in the Drug and Alcohol Work Setting
Gender Specific Issues in the Delivery of Treatment Services
Adolescent Substance Abuse Issues
Clinical Supervision
The Culture of Poverty
Adolescent Differential Screening
Cognitive Behavior
SASSI Clinical Interpretation
Pathways to Self Discovery Training
Advanced Counseling Skills
April 14-16, 2004
February 2-4, 2004
June 14-15, 2004
August 16 and 23, 2004
June 7-8, 2004
June 29-29, 2004
September 20-21, 2004
October 18-19, 2004
November 5, 2004
November 1-2, 2004
March 2-4, 2005
November 15-16, 2004
May 20, 2005
May 24-25, 2005
July 20, 2005
July 11-12, 2005
August 14-16, 2005
Miscellaneous: NAADAC, The Association for Addiction Professionals Annual Conference
Atlanta, Georgia October 11-15, 2013
American Psychological Association DSM-5 Field Trials Training Course
May 5,2012
American Counseling Association Conference March 25, 2012
Sexual Compulsivity Clinical Training by Maureen Canning November 4-6, 2009
Aggressive/Impulsive Behavior Workshop by Kevin Powell February 27, 2009
4913 12th St Rd. Greeley, Co. 80634
PHONE 970-590-9861 • E-MAIL normaalkire@hotmail.COM
Comprehensive Training for Parenting Coordinators and Decision -Makers by Betsy
Barbour Duvall, LCSW and Christine Coates, M. Ed, J.D. December 5-6, 2008
Strategies for Difficult Adolescents by Fred Hanna, PhD October 13, 2006
Developing the Most Effective Systems of Care for People with Co -Occurring Mental
Health and Substance Use Disorders: Working Together for Change by Kenneth Minkoff,
MD August 30, 2004
The Biosocial Effects of Methamphetamine Abuse by Nicholas Taylor, PhD, CACIII
October 8, 2004
Kids Brains May 20-21, 2004
Domestic Violence and Child Abuse Reporting October 27, 2004
Gang Awareness by GPD January 12, 2005
Children from DV Homes and Their Treatment September 15, 2004
Counseling Skills Training Update June 15, 2005
Mindfulness and DBT June 29, 2005
Methamphetamine: Effects of Abuse and Treatment Strategies by Janet Wood
July 27, 2006
Substance Abuse Treatment for Medicaid Covered Individuals: A Providers Guide
Physical and Emotional Impact of Trauma on the Body
l8th Annual COVA Conference
Working with GLBTQ Kids
Bi-Polar: A New Slant on the Disease
Confronting Trauma Related Disorders
Trauma Focused Cognitive Behavioral Therapy Training
Positive Parenting Training
February 23, 2006
November 12, 2006
November 12-15, 2006
December 8, 2006
April 19, 2007
June 15, 2007
April 16-17, 2015
January 2018
4913 12th St Rd. Greeley, Co. 80634
PHONE 970-590-9861 • E-MAIL normaalkire@hotmail.COM
Carole Jean Noblitt, MSW
Licensed Clinical Social Worker
4116 W. 15`" Street
Greeley, CO 806434
970-397-6503
Career Experience
Counselor/consultant: 2001 to present
Transitions Psychology Group, PC, Greeley, CO 970-336-1123
Complete Vocational Assessments for Employment Services & family and individual assessments
for foster/adopt & kinship SAFE evaluations for Weld County. Also provide therapeutic Life Skills
for parents & case management for SS/SSI clients. Work on a contract basis.
Counselor/consultant: 1999 to present
Adoptions: Advocacy & Alternatives, Ft. Collins, CO
Complete family assessments for adoptive parents according to the SAFE Home Study Model.
Assist with training, marketing, fundraising, as needed .Work on a contract basis.
Medical Social Worker: March 2000 to January 2003
Hospice of Northern Colorado, Greeley, CO 970-352-8487
Provide psycho/social assessment and support services to patients and families in their home,
nursing homes and in -patient unit. Work as part of an interdisciplinary team.
Crisis & Support Counselor & Education Director: February 1997 to December 1999
Tu Casa, Inc., P.O. Box 473, Alamosa, CO 719-589-5291
Provide individual and group crisis and on -going counseling to victims/survivors of domestic
violence and/or sexual assault. Director of grant funded program for violence prevention
education in schools & community in all six counties and 14 school districts of the San Luis
Valley.
Other Work and Volunteer Experience:
Field Instruction Supervisor for MSW students through CSU Social Work Department
Community Organizer
Care Coordinator/Family Caseworker
Computer Operator
Administrative Assistant
Real Estate & Retail Sales
Education
Masters of Social Work 1996
Colorado State University, Ft. Collins, CO 80523
Post Graduate Course Work - Marriage & Family Therapy Program 1995, 1996, 2000
University of Northern Colorado, Greeley, CO 80639
Bachelor of Science in General Business 1988
University of Northern Colorado, Greeley, CO 80639
Associate of Applied Science in Information Systems 1983
Aims Community College, Greeley, CO 80634
Continuing Education:
• How to Help Dying People Attain Dignity and Peace; Douglas Smith, MA, MS, MDiv,
2003.
• EMDR Part 1 Basic Training; EMDR Institute, Inc., July 19-21, 2002
• Treating Sexual Abuse: From Victim to Surviving to Creating; Carolyn M. Ball, MA,
LPC, 2002
• Grief Counseling & Clinical Practice; John R. Jordan, PhD, 2001
2
• Psychopharmacology Made Simple: The Basics & Beyond; John Preston, PsyD.,
2000
• Domestic Violence Risk Assessment Training; Amend, September 11, 1999
• Identification and Intervention in Sexually Abusive Behavior, Gail Ryan, MA, Kempe
Center, 1997
• Living Well is the Best Revenge: Moving Beyond the Survivor Identity; Yvonne
Dolan, MA, 1996
• Evaluation and Treatment of Child Sex Abuse; Richard A. Gardner, MD., 1996
• Why People Don't Heal: Understanding the Intimate Language of Wounds; Carolyn
Myss, 1995
• Exploring Psychology, Spirituality, & Creativity; 15th Annual Common Boundary
Conference, 1995
• Paralegal Certificate, University of Northern Colorado, Greeley, CO 1993
• Non -Profit Funds Management Certificate Aims Community College, Greeley, CO
1992
References available on request.
Helen A Frost, LCSW
HAFrost, LCSW Counseling Services
Independent Contractor
Transitions Psychology Group
7251 W.20th St., M-2
Greeley CO, 80634
hafrost.counselingserviceA gmail.com
970-301-5762
Education:
• Master of Arts/Social Work *Colorado State University (20 I0)
• Bachelor of Sociology *University of Northern Colorado (1996)
• Associate of Arts * Casper Community College (1993)
Summary of Professional Oualifications:
• Professional advocate for families, youth and aging populations
• Proficient in Evidence -based Brief Intervention and Crisis
Management techniques
• Proficient in Therapeutic Visitation utilizing evidence based
techniques
• Skilled Coordinator in locating and maintaining community
resources
• Experienced in staff and schedule management
• Accomplished Staff Trainer and community educator
• Knowledgeable in strategic planning
• Proficient in data collection and database management
• Strong computer skills: Microsoft Office: Word, Excel, Power
Point and Publisher
Professional Experience:
LCSW, Independent Contractor-HaFrost Counseling Services
07/2016
Transitions Psychology Group
7251 W. 20th St., M-2
Greeley, CO. 80634
• Assess for areas of service need based on the Strengths of family
unit
• Follow and implement treatment plans created by Social Services
caseworker
• Provide therapeutic visitation oversight between parents and
children
• Provide parenting education based on evidence -based practice of
Positive Parenting and other evidence -based practices
• Support positive parent and child bonding during supervised
visitations
• Transport children to visitation with their parents
• Attend Case Facilitation meetings with all parties involved in CPS
MSW: Social Worker
06/14-07/16
Fresenius Medical Care, FMC- #1224
2343 W. 27th St #501, Greeley, CO.80631, Clinic Manager: Paulette O'Brien
• Complete Comprehensive Interdisciplinary Needs assessments
• Ongoing patient advocacy to support patient autonomy and
independence
• Implement Brief Interventions based on
Evidence -based best practice to assist patients
with treatment adjustment related challenges
• Collaborate with Financial Coordinators to
address and support financial needs of
patients
• Develop, coordinate and maintain community resources to
improve Patient outcomes and
maintain independence
• Provide support services to client's Health Care partners as
appropriate
• Provide ongoing collaboration with IDT
members to improve patient outcomes as related
to disease processes.
• Provide Staff education and resources
• Maintain CMS standard for documentations and interactions with
client
MSW: Social Worker
05/13-06/14
Banner Health Services
Case Management 2701 Madison Square Dr.,
Loveland, CO. 80235,
Cindy Reiher 970-350-5686
• Completed Comprehensive Interdisciplinary Needs assessment
• Conducted home visits in the community as appropriate
• Provided ongoing collaboration with IDT members to address
identified patient needs
• Provided ongoing patient advocacy as appropriate to client needs
• Collaborated with Internal and External
agencies to address and support Psych -social
needs of patient thru appropriate referrals
• Developed, coordinate d and maintained
community resources to improve Patient
outcomes
Actively utilized multiple data systems to
conduct research to aid in provision of patient
services and ongoing support to increase patient
independence
Participated in the development of the program
and workflows as applicable to all IDT team
members and specifically to Social Work roles.
MSW: Social Worker
10/10-5/13
Fresenius Medical Care, FMC -4147
1 1 1 1 Logan Ave., Cheyenne, WY. 82001
Jane Bowman: 307-632-6457
Completed Comprehensive Interdisciplinary Needs assessment
Provided patient advocacy to support patient autonomy and
independence
Initiated Brief Interventions based on Evidence -based best
practice
• Collaborated with Financial Coordinators to
address and support financial needs of
patients
Developed, coordinated and maintained community resources to
improve Patient outcomes
• Provided support services to client's Health Care partners as
appropriate
• Participated in ongoing collaboration with IDT members
Conducted Staff education and presented professional resources
• Maintained CMS standard for documentations and interactions
withclients
Social Work Intern: Hospice and Bereavement Counselor
08/09-05/10
Pathways Hospice, 305 Carpenter Rd.,
Fort Collins, CO. 80523,
Rick Riddoch/Nancy Jacobsson 970-663-3500
• Organized and presented professional development material.
Completed family assessments for hospice and bereavement
services.
• Connected clients and families with community resources and
services.
Facilitated psycho -educational groups for families about grief
process and responses.
• Delivered individual and family brief therapy utilizing current
grief counseling theories.
On -going collaboration with IDT
members for provision of services to
client and families.
Social Work Intern: Family and Consumer Sciences
Extension Agent
05/10 Larimer County Alliance for Grandfamilies
(LCAG), CSU-Larimer County Extension Office,
1525 Blue Spruce Road, Fort Collins, CO. 80523,
Jacque Miller: 970-498-6000
• Conducted Evaluative research to determine
ongoing legal needs of grandparents in
Larimer County and developed a Strategic
Plan for the Larimer County Alliance for
08/09-
Grandfamilies Leadership Council to address
the legal needs of the population.
• Developed and maintained professional relationships with
community professionals.
• Collaborated with community partners for client services and
resources.
• Conducted research to locate grants to address
and support financial needs of the LCAG
community collaboration.
• Presented grant information to the
Larimer County Alliance for
Grandfamilies Leadership Council for
discussion and follow-up.
Social Worker Intern: Systems Navigator
05/09
Grandparents Raising Grandchildren, Namaqua Center,
404 E. 4th St., Loveland, CO. 80537,
Josh Rabe, 970-669-7550
01/09-
• Conducted community outreach
and education to address the needs
of grandparent families.
• Developed and coordinated resources in the community for
grandparent families.
• Collaborated with the Inter faith
community to develop and link
additional available resources within
the community.
Targeted outreach to ethnically diverse
communities to educate about available
services for grandfamilies.
• Completed assessments of grandparent families to connect
clients to services.
• Implemented services and resources that met grand -
family's needs.
• Facilitated support and psycho -educational groups for
grandparent families.
• Delivered aftercare services to families
no longer in the formal child welfare
system.
Corrections Officer I & II
09/97-08/08
Division of Youth Corrections/Platte Valley Youth
Services Center (DYC-PVYSC) Greeley, CO.
80634,
Brent Nittmann, 970-304-6220
Living Unit Staff
• Facilitated psycho -educational groups and
counseling to enhance social and emotional
stability, employment opportunities and
educational life skills of residents.
• Maintained and managed individual caseloads.
• Assisted in creating and monitoring resident treatment plans.
• Maintained accurate and confidential documentation of client
records.
Intake and Admission specialist:
• Completed Intake and Release process for incoming and
outgoing residents.
Completed data entry and retrieved required
reports for the unit and facility as assigned.
• Monitored admissions records of residents for
compliance with juvenile rights and due process
as defined by federal and state regulations.
• Audit Specialist
• DYC-PVYSC Fire Marshal
• Safety and Compliance Officer
Lead worker for the Admissions and Intake Unit:
• Assigned as the building and shift supervisor on designated
shifts.
• Direct supervision of 10-13 staff.
• Mediated conflict between residents, staff, visitors or external
agencies.
• Monitored shift coverage to ensure staffing levels for oncoming
shifts.
• Coordinated and facilitated monthly unit meetings.
• Monitored Intake and Admissions department
workloads to ensure compliance with DYC-
PVYSC policy and procedures, federal, state
and local regulations, juvenile rights and due
process.
• Managed and maintained DYC approved data bases
and facility.
• Completed data entry and retrieved required reports
and facility.
• Division of Youth Corrections Stafflnstructor
Volunteer Experience:
for the unit
for the unit
MSW Internship Field Supervisor
Metro State University of Denver,
Aneesha Bharwani-Director of Field Education, 303-556- 3474
• Collaborated with student and Field Liaison to
develop a cohesive learning planthat met
expectations of MSU, FMC and student for learning
opportunities relevant to educational goals
Oriented Intern to agency
Educated MSW Field Intern regarding Agency and Nephrology best
practices
Assigned appropriate caseload to MSW Field Intern
Coordinated with MSW Intern appropriate interventions
• Provided weekly supervision to MSW Intern to
evaluate and synthesize information learned in the
field and to improve the application of learned skill
sets ofIntern
• Incorporated outside learning opportunities
relevant to Nephrology to MSW as additional
learning growth for Intern
Executive Director Assistant
Kanasita Foundation, P.O. Box 235
Guffey, CO. 80820,
Wendy Chunn-Hackwith-Executive Director,
719-285-5240
• Assisted with locating financial resources and in -kind
donations to support events and projects.
• Assisted with fiscal reporting of resources.
• Provided management and coordination of volunteers and resources.
• Coordinated annual events and projects.
• Maintained professional relationships to support events and projects.
• Maintained newsletter and information releases for the foundation's
events.
Leadership Council Volunteer
Larimer County Alliance for Grandfamilies (LCAG) Leadership Council
Community Collaboration,
Fort Collins, Colorado,
Kim Bundy-Fazioli -LCAG Chairperson,
970-491-3012
• Researched grants and correlated grant
information to present to the council for
potential funding sources.
Conducted Needs analysis research for the LCAG
Leadership Council and presented research data at
the annual Strategic Planning meeting.
• Participated in strategic planning of LCAG Leadership Council goals.
Developed and maintained professional
relationships to assist LCAG Leadership Council
goals.
Ongoing Education and Licensing:
09/21/2017
The Complexity of Trauma
The National Child Traumatic Stress Network
09/14/2017
12 Core Concepts for Understanding Traumatic Stress Responses in
Childhood
The National Child Traumatic Stress Network
11/01/17
Positive Discipline 101 web mini -course
https://afineparent.com/be-positive/positive-discipline.11 /01 /17
02/10/2016
LCSW License
March 16/2016
Managing Challenging Patient and Family Behaviors: 101 Strategies for
Healthcare Professionals
Denver, Colorado
April 18, 2016,
Annual Palliative Care Conference: Crafting Courageous Conversations
Denver, Colorado
November 12, 2015
Explore Transplant
UCH Transplant
Aurora Colorado
Lory Villumsen, MA
P.O. Box 2713
Loveland, CO 80539
(970) 302-4755
EMPLOYMENT HISTORY
Registered Psychotherapist Doing business as Ripple Effects, LLC, Independent
Contractor for Transitions Psychology Group, Greeley, CO.
Providing therapeutic parent coaching and education for children and families involved in
voluntary and court cases through the Department of Human Services. Duties include detailed
note taking of parent/child interactions during therapeutic visits at professional facilities, home
environments or community settings. Duties also include therapeutic feedback and instruction as
needed and requested by families during or after parenting time. Requires professional court
testimony as an expert in parent education and input in family team meetings and monthly
reports regarding progress, goals and recommendations concerning parenting strengths, barriers,
education and recommendations. (April 2018 to present).
Child Protection Response and Permanency Caseworker, Weld County Department of
Human Services, Greeley, CO.
Responded to immediate and high -risk child protection referrals by investigating allegations of
substance abuse, child abuse/neglect, domestic violence and other acts or omissions that pose
child safety concerns as defined by law. Roles included requesting monitored sobriety tests by
parents; referring children and families to CORE services; requesting verbal orders for emergency
placement of children into foster or relative homes; monitoring the care and wellbeing of children
in placements and/or parental homes during on -going Dependency and Neglect Cases in family
court; writing exhibits and court letters for emergency hearings, contested trials, and plea
hearings; and coordinating community resources to help children and families in need and/or at
risk for out of home placement of children. Response duties required gathering minimal fact from
children regarding sexual abuse cases, working closely with law enforcement and attorneys
regarding criminal matters, and providing on -call crisis management. Permanency duties required
partnering with families and children in the development of treatment plans, considered removal
action steps when children are risk for out of home placement or placement disruption, and
transition case planning when children are ready to reunify. Provided professional court testimony
as an expert in child protection and required knowledge of community resources for families and
children; excellent written, verbal and organizational skills; timeliness of reports and scheduling;
flexibility, and ability to remain calm in crisis and sometimes -dangerous call outs. (September
2008 to April 2018)
Family Court Facilitator, State of Colorado for Weld County Family Court/19th Judicial District.
Duties included acting as a neutral mediating party to assist with arbitrating facilitation meetings
attended by five to twenty participants (parents, relatives, teachers, service providers,
caseworkers, counselors, probation officers, and attorneys) involved in Dependency and Neglect
cases. These meetings were carried out as laid-back, informal and family -friendly. Facilitations
occurred outside of the more formal court room environment. Specific duties included distributing
invitations to parties/participants for attendance at facilitations, directing parties/participants of a
case toward reaching agreements on the progression and/or settlement of a case regarding
treatment plans, prevention of contested hearings/trials and expediting permanency of children.
Provided scheduling and minute taking for the facilitation process. Provided liaison work between
the courts, attorneys, Social Services, and service providers who work with families/children
involved in Dependency and Neglect cases; organized and scheduled continuing legal education
courses through the Colorado Supreme Court; conducted Orientation Hearings to new parents
entering the family court system; assists with grant writing projects and committees; and
coordinated public relations and community collaboration regarding court projects, such as
development of a new therapeutic justice court. Job position required contact with many faucets
of the legal system and Human Service communities who work directly with child protection
clientele. This included contact with law enforcement, drug/alcohol treatment providers,
therapists, CASA volunteers, mediators, commissioners, judges and magistrates, probation
officers, drug task -force individuals, psychologists, psychiatrists, parent and child advocate
agencies, caseworkers, GALs, respondent parent attorneys, food stamp and TANF workers,
school teachers, foster parents, relatives, parents, and day care providers. A facilitator requires
good conflict resolution, especially when facilitations become hostile or "stuck," while balancing
the requirement of being a neutral party. Required knowledge of community resources for
families and children; good written, verbal and organizational skills; timeliness of reports and
scheduling; flexibility; an approachable attitude and active participation in several collaborative
projects and community committees. (January 2006 to September 2008)
Child Protection Supervisor, Weld County Department of Human Services, Greeley, CO.
Duties included overseeing a team of nine child protection caseworkers responding to child
abuse/neglect referrals and/or managing approximately 150 ongoing cases from the intake phase
of a case to reunification of families or termination of parental rights. Collaborated closely with
county attorneys, family courts, schools, service providers, police agencies, clients, medical
professionals, GALs, respondent parent attorneys, and caseworkers during investigations and
crisis management for emergency custody orders and safety assessment for abused and
neglected children. Managed employee personnel files, performed performance reviews on
employees, trained new caseworkers, interviewed new employees, wrote job descriptions, staffed
child fatality cases with local police agencies. Wrote county contracts for doctors and other
professional service providers in the community who provide psychological evaluations, parenting
instruction, drug/alcohol treatment and therapeutic services to families involved in Dependency
and Neglect cases; and oversaw special economic funds that were awarded to the most poverty-
stricken families. Collaborated closely with the county director before service contracts were
submitted to the Weld County Commissioners for approval. Duties also demanded close
collaboration with state officials regarding bi-annual case audits for quality control and best case
practice standards. (Manager from March 2004 to December 2005)
Permanency Caseworker, Weld County Department of Social Services, Greeley, CO.
Developed and monitored court -ordered treatment plans for families involved in Dependency and
Neglect cases specifically to assist families in maintaining the safety of children, preventing the
placement of children outside the home, and for establishing treatment guidelines for family
preservation. Specific responsibilities included referring families and children for professional
treatment services such as intensive family and individual therapy, drug/alcohol recovery
evaluations and services, substance abuse monitoring, mental health evaluations, offender -
specific treatment, parenting classes, and relinquishment counseling. Monitored client
participation and progress in treatment services and substance abuse testing, provided crisis
management for high -risk cases, oversaw supervised visitation between caretakers and their
children, prepared court letters and documents for court hearings/trials and case management
purposes, gave professional testimony in court trials involving termination of parental rights and
ongoing case reviews, brokered services for financial, entitlement, and residential treatment
services for families and children, and conducted home visits. (Caseworker from January 2000 to
February 2004; promoted to Manager II in March 2004)
Case Manager/Parole Tracker, Alternative Homes for Youth, Greeley, CO.
Developed and monitored treatment plans that determined immediate and intensive aftercare
needs for delinquent male youth committed to the Division of Youth Corrections (DYC) from
initial commitment to discharge. Treatment plans were developed according to each youth's
individual treatment needs with the intent of decreasing the detention population of at -risk youth
sentenced to mandatory one- and two-year parole terms. Specific responsibilities included the
development of a 24 -hour parole tracking program under a Senate Bill grant (SB 14-51) to fund
the duties of performing assessments and developing individualized care plans with the youth,
families, service providers, and parole officers. Additional duties included monitoring and
brokering service delivery; maintaining all pertinent records; providing court and/or parole
hearing testimony; assigning random urine analysis tests and breathalyzers; installing electric
home monitoring (EMT) devices; monitoring night time curfews on parolees; and providing 24 -
hour emergency on -call counseling and service referrals in cases of crisis intervention to youth
and their families. Also developed a wilderness program through Senate Bill grant money. This
program is still in use today and was designed to offer youth an opportunity to decrease their
committed time to DYC if they successfully completed the two-week wilderness survival program.
(December 1994 to December 1999)
Deputy Probation Officer/Community Volunteer Program Leader, Weld County Probation
Department, Greeley, CO.
Monitored on -going, court -ordered terms and conditions of adult and juvenile felony offenders.
Specific duties included the development of a deputy probation officer program and co -
supervising new UNC undergraduate students into the volunteer, internship officer program ---a
program that is still in existence today. Job duties as a deputy, volunteer officer included
assessing risk/needs levels of new probationers for service referrals for drug/alcohol treatment,
sex offender counseling, domestic violence groups, and individual therapy. Provided court
hearing testimony, monitored inter -state compact caseloads, maintained all pertinent reports and
paperwork and wrote pre -sentence investigation (PSI) reports. (August 1992 to December 1994)
EDUCATION
MA, Clinical Sociology (1999)
Published Thesis Research Project: Examined the affects of gender -specific treatment and
communication styles with girls in the juvenile justice system who were referred to long-term
residential child care facilities (RCCF/RTC).
University of Northern Colorado, Greeley, CO.
BA Psychology with a Minor in Criminal Justice (1994)
University of Northern Colorado, Greeley, CO.
AA Psychology (1993)
Aims Community College, Greeley, CO.
COMMUNITY SERVICE
Weld County Sheriff's Posse/Mounted Horse Unit (2005 to 2013)
Volunteer deputy performing search and rescue operations, crowd control, and community
service patrol on foot and horseback.
Larimer County Horse Association (2015 to 2017)
Equine education, pleasure riding and Rocky Mountain trail restoration and management.
CERTIFICATE OF INSURANCE - COMMERCIAL
ALLSTATE INSURANCE COMPANY - NORTHBROOK, IL
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERI _ IFICATE HOLDER THIS
CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Description of Operation:
CERTIFICATE HOLDER
NAMED INSURED
Name and Address of Party to Whom this Certificate is Issued
Name and Address of Insured
WELD COUNTY DEPARTMENT OF HUMAN SERVICES
PO BOX A
GREELEY, CO 80632-0136
TRANSITIONS PSYCHOLOGY GROUP, LLC
7251 W 20TH ST UNIT M2
GREELEY, CO 80634-4626
Location Address (if different than above)
This is to certifij that policies of insurance listed below havebeen issued to the insured named above subjectto the expiration date indicated below,
notwithstanding any requi rement, term or condition of any contract or other document with respect to which this certificate rrey beis;ued or may
pertain. The insurance afforded by the policies described herein is subject to all the terms, exclusions, and conditions of such policies.
TYPE OF INSURANCE AND LIMITS
Policy Number: 648818020 Effective Date: 05-23-2018 Expiration Date: 05-23-2019
COVERAGE SUMMARY
BUSINESS LIABILITY
AMOUNT
COMPREHENSIVE LIABILITY
$ 1,000,000 Per Occurrence
DAMAGE TO PREMISES RENTED TO YOU
$ 50, 000.00 Any One Premises
MEDICAL PAYMENTS
S 10, 000 Per Person
OTHER THAN PRODUCTS I COMPLETED OPERATIONS AGGREGATE
S 2, 000, 000.00
PRODUCTS / COMPLETED OPERATION AGGREGATE
$ 2,000,000.00
PROPERTY INSURANCE
POLICY
Deductible
TYPE
X SPECIAL FORM n BROAD FORM BASIC FORM BUILDERS RISK SPECIAL FORM
BUILDING Replacement Cost 1 Actual Cash Value Blanket Limit
x CONTENTS S 50,000 x ] Replacement Cast Actual Cash Value Blanket Limit
$ 1, 000 Wind Deductible % 0 Exclude Wind YES X NO
ADDITIONAL COVERAGE'S:
DATA COMPROMISE,EQUIPMENT BREAKDOWN,MEDICAL OFFICE SHIELD ENHANCEMENT,ADDITIONAL INSURED
MORTGAGE CLAUSE — The policy contains a Mortgage Clause in favor of:
Mortgagee
Address
CERTIFICATE PERIOD
THIS
POLICY
This
in
CERTIFICATE WILL REMAIN IN FORCE FROM THE INCEPTION OF THE POLICY
UNTIL THE POLICY IS CANCELLED OR EXPIRES.
Standard Time at the location of the Insured Premises.
has been issued. The provisions of the policy shall prevail
INCEPTION DATE: 05-23-2018 M 12:01 AM 12:00 NOON
PROVISIONS
form is not the contract of insurance, but attests that a policy as identified above
all respects.
SHOULD THE ABOVE DESCRIBED POLICY BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
ALAN GUNTHER 06-06-18
Authorized Representative Date
CICW010114
Certificate Copy
CICW100110
CERTIFICATE OF COMMERCIAL LIABILITY INSURANCE
This certificate is issued for informational purposes only. It certifies that the policies listed in this document have
been issued to the Named Insured. It does not grant any rights to any party nor can it be used, in any way, to
modify coverage provided by such policies. Alteration of this certificate does not change the terms, exclusions
or conditions of such policies. Coverage is subject to the provisions of the policies, including any exclusions or
conditions, regardless of the provisions of any other contract, such as between the certificate holder and the
Named Insured. The limits shown below are the limits provided at the policy inception. Subsequent paid claims
may reduce these limits.
Producer.
ALAN GUNTHER
Named Insured:
TRANSITIONS PSYCHOLOGY GROUP, LLC
General Liability
Insurer Name:
Policy Number:
Type of Coverage: I I Occurrence I I Claims -made I Retroactive Date (if claims -made):
Policy Effective Date: I Policy Expiration Date:
Limits
of
Insurance:
$
Each Occurrence
$
Damage To Premises Rented To You (any one premises)
$
Medical Expense (any person)
pe one rson
$
Personal And Advertising Injury
$
General Aggregate
$
Products/Completed Aggregate
General Aggregate Limit applies per:
I Policy I I Project I I Location
Automobile Liability
Insurer Name:
Policy Number:
1 - Any Auto
2 - Owned Autos Only
3 — Owned Priv. Pass. Autos Only
4 - Owned Autos Other Than
Priv. Pass. Autos Only
5 - Owned Autos Subject
to No Fault
6 — Owned Autos Subject to a
Compulsory UM Law
7 - Specifically Described Autos
8 - Hired Autos Only
9— Nonowned Autos Only
Policy Effective Date: I Policy Expiration Date:
Limits of
Insurance:
Combined Single Limit (each accident)
BI Per Person
BI Per Accident L PD Per Accident
Umbrella Liability
Insurer Name: Allstate Insurance Company
Policy Number: 648818022
Type of Coverage: x Occurrence
Claims -made Retroactive Date (if claims -made):
Policy Effective Date: 05-23-2018
Policy Expiration Date: 05-23-2019
Deductible:
Self -Insured Retention:
Limits
of
Insurance:
$ 1,000,000
Each Occurrence
Personal And Advertising Injury
$ 1,000,000
General Aggregate (other than a covered auto)
CI CW 10 01 10 Includes copyrighted material of Insurance Services Office, Inc
with its permission. Allstate Insurance Company
Certficate Copy
Page 1 of 2
Workers' Compensation And Employer's Liability
Insurer Name:
Policy Number:
Proprietors/partners/executive officers are: I I Included I I Excluded
Policy Effective Date: I Policy Expiration Date:
Limits
of
Insurance:
Workers' Compensation:
I Statutory
I Other.
Employer's Liability:
$
Employer's Liability — Disease Policy Limit
$
Employer's Liability — Disease (Each Employee) Limit
$
Employer's Liability — Each Accident Limit
Professional Liability
Insurer Name:
Description of Coverage:
Policy Number:
Type of Coverage: I I Occurrence
I 1 Claims -made I Retroactive Date (if claims -made):
Policy Effective Date:
I Policy Expiration Date:
Limits of
Insurance:
$
Each Occurrence
$
Aggregate
Description of Operations)Locations/Vehides/Endorsements/Spedal Provisions
Additional Insured Status
I General Liability I Automobile Liability I I Umbrella Liability I Professional Liability
THIS CERTIFICATE DOES NOT GRANT ANY COVERAGE OR RIGHTS TO THE CERTIFICATE HOLDER.
IF THIS CERTIFICATE INDICATES THAT THE CERTIFICATE HOLDER IS AN ADDITIONAL INSURED, THE POLICY(IES)
MUST EITHER BE ENDORSED OR CONTAIN SPECIFIC LANGUAGE PROVIDING THE CERTIFICATE HOLDER WITH AD-
DITIONAL INSURED STATUS. THE CERTIFICATE HOLDER IS AN ADDITIONAL INSURED ONLY TO THE EXTENT INDI-
CATED IN SUCH POLICY LANGUAGE OR ENDORSEMENT.
Cancellation
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING
COMPANY WILL ENDEAVOR TO MAIL WRITTEN NOTICE TO THE CERTIFICATE HOLDER, BUT FAILURE TO DO SO SHALL IMPOSE
NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES.
Certificate Holder.
WELD COUNTY DEPARTMENT OF HUMAN SERVICES
PO BOX A
GREELEY, CO 80632-0136
Date:06-06-18
Authorized Representative:
ALAN GUNTHER
Page 2 of 2 Includes copyrighted material of Insurance Services Office, Inc CI CW 10 01 10
with its permission. Allstate Insurance Company
Certificate Copy
From: Jason Latta
To: Tobi Cullins; Amanda Petzold
Cc: Heather Walker
Subject: FW: SAFE Home Study Proposal for 2019
Date: Monday, January 7, 2019 3:18:16 PM
Attachments: image001.onq
2019-20 HS Exh C 2b.docx
Here is the updated bid for transitions.
Jason Latta
Associate Fiscal Manager
Fiscal Department
822 7th Street Suite 150
tel: 970-400-6782
From: Greg Creed <greg.creed@counselingtransitions.com>
Sent: Monday, January 7, 2019 3:16 PM
To: Jason Latta <lattaxjm@weldgov.com>
Cc: Heather Walker <walkerhd@weldgov.com>; Norma Alkire
<norma.alkire@counselingtransitions.com>
Subject: Re: SAFE Home Study Proposal for 2019
Hello Jason,
Again, thank you for considering our bid and for contacting us concerning the rates. Please see the
attached, which is exhibit c amended. It was difficult to price the partial home studies because it is
hard to estimate the time involved Also, we are concerned about travel in the case we are requested
to do home studies that are farther away.
Please let me know, if you have any further questions. I have Cc'd Norma, so she is aware of this
communication. Thanks.
Greg
Gregory S. Creed, PhD, LPC
Transitions Psychology Group, LLC
7251 West 20th Street, Bldg M-2
Greeley, Co 80634
Cell 970-590-1424
TEL 970-336-1123
FAX 970-351-0182
CONFIDENTIALITY NOTICE: The content of this email message and any attachment thereto is
confidential information intended only for the use of the recipient(s) named above. If received in
error and you are NOT one of the named recipients, kindly forward it back to the sender, delete, and
disregard the message. You are further notified that the copying, distribution, dissemination or
forwarding [other than returning it to the sender if received in error] of this email and/or any
attachment is strictly prohibited unless permission, in writing or by email, is received from the
sender.
Omnia in bonum
From: Jason Latta <IattaxjmOweldgov.com>
Date: Friday, January 4, 2019 at 1:57 PM
To: Greg Creed<greg.creedOcounselingtransitions.com>
Cc: Heather Walker <walkerhdPweldgov.com>
Subject: SAFE Home Study Proposal for 2019
Hi Greg,
I'm with Weld County Human Services. Heather and I are trying to get your bid through but ran into
a roadblock this morning with our Deputy Director and executive team.
In particular, in your proposal on Exhibit C section 13 rates of service. The prices for the full home
study, as well as the updated and additional adult are right in line with the other bidders.
Unfortunately, the partial home study and travel prices are out in far left field. The other bidders
charge a flat fee for partials ranging from $50-250. For travel, you are right on with the IRS per
mileage rate, but everybody else uses a 30 -mile radius with no additional per hour fee.
If we can work something out to get you more in line with the other bidders, we feel confident we
can get you an award. I'm looking forward to hearing your thoughts.
Jason Latta
Associate Fiscal Manager
Fiscal Department
822 7th Street Suite 150
tel: 970-400-6782
EXHIBIT C
PROPOSAL TEMPLATE
(Bidder must use this template for each service proposed. Maximum of 3 pages per proposed service.)
1. Bidder's legal entity name:
2. Program name or service type
being proposed:
Transitions Psychology Group, LLC
Home Studies
3. Modalities, curriculum or tools that will be utilized in the delivery of the service. The program will
utilize the Structured Analysis Family Evaluation (SAFE) home study process to provide home studies
and home study updates for kinship care, foster care, kinship foster care, parent care, foster -adopt,
adoption and for Interstate Compact on the Placement of Children (ICPC) purposes. The program will
utilize all of the standardized tools, forms for documentation, the interview process, and supervision
indicated by the Structured Analysis Family Evaluation (SAFE) program. SAFE home study reports and
SAFE home study update reports will be submitted to DHS within the SAFE timeline guidelines utilizing
the SAFE home study template.
The structured home study process uses the following standardized tools:
• SAFE Questionnaire I and II
• Compatibility Inventory
• Reference Letters
• Home Study Interview
• Psychosocial Inventory
All references will be followed up for verification. Additionally, documentation including ICWA/Indian
Heritage, results from UA and any additional collateral information gathered from applicants will be
reviewed and utilized appropriately in the home study process.
4. Anticipated frequency of the service (ex. 4 hours/week). Questionnaires will be administered to both
parents or to the adult in a single parent household followed by interviews with each parent.
Additional adults living in the home will be given questionnaires as determined necessary. Each parent
with have 2 interviews in conjunction with each questionnaire. The second interview will follow the
first with a minimum of 7 days between interviews. There will be a family interview and well as
individual interview with each child and each additional adult living in the home.
5. Anticipated duration of the service (ex. 3-4 months). The process of completing an initial SAFE home
study report, with the cooperation of family members will normally take 3-6 weeks. The SAFE home
study update will take 2-4 weeks.
6. Goals of the service. The goal of the service is to provide SAFE home study evaluations and reports of
families applying to be foster care providers, kinships placements and for adoption with the purpose of
ensuring that each placement is safe and healthy for the child(ren) being placed.
7. Outcomes of service. To provide a balanced and accurate report to help facilitate decisions for the safe
Bid No.: B1800058
EXHIBIT C
PROPOSAL TEMPLATE
(Bidder must use this template for each service proposed. Maximum of 3 pages per proposed service.)
and healthy placement of children in Weld County.
8. Target population for service. The program will address the needs of children of all ages needing to be
placed in care. Family members of all ages that are providing homes for children in need will be the
target of these services from young families to grandparents willing to become kinship placements for
their grandchildren.
9. Service access. All interviews for services related to this program take place in the home. Service
outside of 15 -minute travel time from the Transitions Psychology Group office located at 7251 W 20th
Street, M-2, Greeley, CO 80634, will have additional charges.
10. Languages service is available in. English and Spanish at full professional proficiency.
11. Medicaid eligibility of service. No.
12. Transportation of clients. Transportation of client will not normally be necessary as all interviews are
conducted in the home.
13. Rates of service.
• Full SAFE Home Study with up to 2 Adults: $1200
• Updated SAFE Home Study with up to 2 Adults: $600
• Each Additional Adult in the Home: $250/adult
• Partial Home Study (when cancelled by client or deemed inappropriate to continue), billable after
the first interview and two phone contacts:
o $250 flat fee
o Travel time will be billed at $0.54/mile outside of 30 -mile radius
• Travel: billed at $0.54/mile. Travel outside of 30 -mile radius
Bid No.: B1800058
EXHIBIT C
SCOPE OF SERVICES
1. Contractor will conduct home studies for various placement purposes, as referred by the Department.
a. Contractor will utilize and follow the Structured Analysis Family Evaluation (SAFE) developed by
the Consortium of Children and all of the associated standardized tools and forms, including:
i. SAFE Questionnaire I and II
ii. Compatibility Inventory
iii. Reference Letters
iv. Home Study Interview
v. Psychosocial Inventory
Contractor will verify all references and include Indian Child Welfare Act (ICWA)/Indian heritage,
results from urinalysis, if requested by the Department, and all additional collateral information
gather from applicants.
b. Anticipated Duration of Service:
i. Initial SAFE Home Study: Three (3) to six (6) weeks with cooperation of family members.
ii. SAFE Home Study Update: Two (2) to four (4) weeks.
c. Goals of Service:
i. Provide SAFE home study evaluations to the Department for individuals and families
applying to become foster care providers, kinship placements, adoption placements.
ii. Ensure each placement is safe and healthy for child(ren) being placed.
d. Outcomes of Service:
i. Provide a balanced and accurate report to help facilitate decision for the safe and
healthy placement of children and youth.
e. Target Population for Service:
i. Children and youth, all ages, requiring out -of -home placement.
ii. Family members of all ages that are providing homes for children in need, young
families to grandparents, willing to become kinship placements.
f. Service Access: All face-to-face services will take place in the home.
g. Language: English and Spanish, full proficiency level.
h. Medicaid: Service is not Medicaid eligibility.
i. Transportation of Clients: Transportation of clients is not applicable to the service being
provided.
2. Contractor will respond to the Quality Assurance Team Supervisor (hainleid@weldgov.com, 970-400-
6210) within three (3) business days regarding the ability to accept the received referral.
3. Upon acceptance of a referral, Contractor will offer an initial appointment within seven (7) days of
receiving the referral. The first attempt to contact the client will occur within 24 hours of receiving the
referral (excluding weekends and holidays). Contractor will document efforts to engage client in referred
services. If the client does not respond after three (3) attempts in the first seven (7) days of the referral
period, the Contractor will notify the caseworker and the Quality Assurance Team Supervisor
(hainleid@weldgov.com, 970-400-6210).
4. Contractor understands that "no shows" are defined as unexcused and unplanned/uncommunicated
absences for visitation services. If a rate for "no shows" is not specifically stated in Exhibit D, Rate
Schedule, then Contractor understand that the Department will no reimburse for "no shows". Contractor
understands that the Department will only reimburse Contractor for up to two (2) "no-shows" on the part
of the client per month. After three (3) "no-shows, " Contractor will place client on a behavioral plan
requiring attendance or discharged client from services. Contractor must inform the caseworker and the
Quality Assurance Team Supervisor (hainleid@weldgov.com, 970-400-6210).
5. Contractor understands that the Department will not reimburse Contractor for cancelled appointments
either on the part of the client or the Contractor. If the cancellation is generated from the Contractor, a
"makeup" session/episode, to occur within 30 days of the cancellation, will be offered to the client
(excluding session/episodes that fall on holidays). If the cancellation is generated from the client, the
Contractor must request a makeup session from the Department prior to the makeup session occurring
(excluding session/episodes that fall on holidays). After three (3) cancellations, Contractor will inform the
caseworker and the Quality Assurance Team Supervisor (hainleid@weldgov.com) immediately via email,
to discuss service continuation.
6. Contractor will identify in detail areas of continued concern and make recommendations to the
Department regarding continuation of services and/or the need for additional services.
7. Contractor will document in detail any and all observed or verbalized concerns regarding any child whom
the Contractor is working with under an active referral. Areas of concern may include, but are not limited
to, any physical, emotional, educational or behavioral issues. Areas of concern should be reported
immediately AND on the required monthly report.
8. Contractor will submit reports on a monthly basis for each active referral for ongoing services. Reports
will be submitted per the online format required by the Department, unless otherwise directed by the
Department.
9. Contractor agrees any change to an existing referral must be pre -approved through the Child Welfare
Contract and Services Coordinator, a Department -facilitated Team Decision Making (TDM) or Family Team
Meeting (FTM), or by court order. A change is defined as anything outside of the approved documented
service on the initial authorized referral form. This may include an increase or decrease in services hours,
change in frequency, change in location of services, transportation needs, or any change to the initial
referral or subsequent authorizations.
10. Contractor agrees to attend meetings when available and as requested by the Department. Such meetings
include Court Facilitations, Court Staffings, Family Team Meetings and/or Team Decision Making
meetings. rContractor may participate by phone, if approved by the Department.
11. Contractor will notify the Quality Assurance Team Supervisor (hainleid@weldgov.com, 970-400-6210) of
new staff who will manage and/or administer the services with the following information:
a. Staff member name and contact information
b. Education level/degree (if applicable)
c. Licensure/credentials (if applicable)
d. Department of Regulatory Authority (DORA) number (if applicable)
e. Supervisor name and contact information
The Department reserves the right to decline the new staff members managing and/or administering
services to Department clients.
EXHIBIT D
RATE SCHEDULE
1. Funding and Method of Payment
The Department agrees to reimburse the Contractor in consideration of the work and services performed
under this Agreement at the rate specific in Paragraph 2, below. The total amount to be paid to the
Contractor during the term of this Agreement shall be reported by the Department after May 31, 2019.
Expenses incurred by the Contractor prior to the term of this Agreement are not eligible Department
expenditures and shall not be reimbursed by the Department.
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 Department, the Department may immediately
terminate the Agreement or amend it accordingly.
2. Fees for Services
$1,200.00 /Episode (Full SAFE home study with up to 2 adults)
$600.00/Episode (Updated SAFE home study with up to 2 adults)
$250.00/Adult (Each additional adult in the home)
$250.00/Episode (Flat fee, partial home study when cancelled by client or deemed inappropriate to
continue, billable after the first interview and two phone contacts)
$ .54/Mile (Travel time outside of a 30 -mile radius, all home study studies)
3. Submittal of Vouchers
Contractor shall prepare and submit monthly a Request for Reimbursement, Client Verification Form,
other supporting documentation, and monthly report if applicable, certifying that services authorized
were provided on the date(s) indicated and the charges were made pursuant to the terms and conditions
of Paragraph 3 and Exhibit A.
Contractor shall submit all Requests for Reimbursement and supporting documentation to the
Department by the 7th day of the month following the month of service, but no later than 60 days from
the date of service. Requests for Reimbursement and/or supporting documentation received after 60
days from the date of service may result in delay or forfeiture of payment. Consistent failure to meet the
60 -day deadline may result in termination of the Agreement.
For ongoing services, proof of services rendered shall be a Client Verification Form signed by the client
and a monthly report submitted in accordance with Paragraph 3(d) of this Agreement.
For one-time services, proof of services rendered shall be receipt of a Client Verification Form and the
completed product.
For Monitored Sobriety services, proof of services rendered shall be the test result.
Hello