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CONTRACT No.
STATE OF TEXAS §
KNOW ALL BY THESE PRESENTS:
COUNTIES OF TARRANT §
AND DENTON
CONTRACT FOR PROFESSIONAL SERVICES
This Contract is made by the City of Fort Worth, Texas, a municipal corporation situated in
Tarrant and Denton Counties, Texas, acting as administrator for the Child Mental Health Initiative
Co-operative (CMHI) Agreement for the Mental Health Connection of Tarrant County (MHC)
hereinafter called"City",by and through its duly authorized Assistant City Manager,Joe Paniagua,
and the Lena Pope Home,Inc.as an agency doing business iin1 Texas,hereinafter called"Contractor",
acting herein by and through l, �e ,,res its duly
authorized
1. Scope of Services.
In accordance with the highest professional standards,Contractor agrees to provide the services
of three Wraparound Facilitators as specified in Attachment 1 —"Scope of Work",attached hereafter
and incorporated into this agreement hereby.Contractor shall follow any and all standards as deemed
necessary by the U.S. Department of Health and Human Services for the CMHI Agreement and as
described in the Grant(the Grant) to fund the CMHI Agreement.
2. Compensation:
a. The amount to be paid to Contractor for all services performed hereunder shall be
$203,828.
b. It is understood that this Contract contemplates the provision of full and complete
contractual services for this project,including any and all necessary changes or contingenci[e�s �1
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LenaPope09.22.04v1 1 CITY ��/1 bILI��V�
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to complete the work as outlined in Section 1, "Scope of Services", for the fee described in
Section 2.a.
3. Term.
The term of this Contract shall commence upon date of full execution by City and Contractor and
shall terminate September 29,2005,unless terminated earlier as provided herein.City shall have the
right to extend this Contract for up to three (3) consecutive one-year renewal terms, provided City
and Contractor agree to extend this Contract in writing at least thirty(30)Days prior to the end of the
initial term or the then current renewal term. All renewals shall have the same terms and conditions
as set forth herein, unless agreed to otherwise in writing by both parties in an amendment to this
Contract.
4. Termination
a. City may terminate this Contract at any time for any cause by 30-day notice in writing to
Contractor. Upon the receipt of such notice,Contractor will have 30 days to discontinue all services
and work and the placing of all orders or the entering into contracts for all supplies, assistance,
facilities and materials in connection with the performance of this Contract and shall proceed to
cancel promptly all existing contracts insofar as they are chargeable to this Contract. If the City
terminates this Contract under this Section 4.a., the City shall pay Contractor for services actually
performed in accordance herewith prior to such termination, less such payments as have been
previously made, in accordance with a final statement submitted by Contractor documenting the
performance of such work.
b. In the event no funds or insufficient funds are appropriated by City or by the U.S.
Department of Health and Human Services in any fiscal period for any payments due hereunder,City
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will notify Contractor of such occurrence and this Contract shall terminate on the last day of the
fiscal period for which appropriations were received without penalty or expense to City of any kind
whatsoever,except as to the portions of the payments herein agreed upon for which funds shall have
been appropriated. City has informed Contractor that, concurrently with approval of this Contract,
City intends to appropriate 100% of the funds specified in this Contract, so that all funds will be
budgeted and appropriated prior to the commencement date of this Contract.
C. Upon termination of this Contract for any reason, Contractor shall provide the City with
copies of all completed or partially completed documents prepared under this Contract.
5. Indemnification.
CONTRACTOR SHALL INDEMNIFY AND HOLD THE CITY AND ITS OFFICERS,
AGENTS AND EMPLOYEES HARMLESS FROM ANY LOSS,DAMAGE,LIABILITY OR
EXPENSE FOR DAMAGE TO PROPERTY AND INJURIES, INCLUDING DEATH, TO
ANY PERSON, INCLUDING BUT NOT LIMITED TO OFFICERS, AGENTS OR
EMPLOYEES OF CONTRACTOR OR SUBCONTRACTORS,WHICH MAY ARISE OUT
OF ANY ACT, ERROR OR OMISSION IN THE PERFORMANCE OF CONTRACTOR'S
PROFESSIONAL SERVICES. CONTRACTOR SHALL DEFEND AT ITS OWN EXPENSE
ANY SUITS OR OTHER PROCEEDINGS BROUGHT AGAINST THE CITY, ITS
OFFICERS, AGENTS AND EMPLOYEES, OR ANY OF THEM, RESULTING FROM
SUCH ACT,ERROR OR OMISSION;AND SHALL PAY ALL EXPENSES AND SATISFY
ALL JUDGMENTS WHICH MAY BE INCURRED BY OR RENDERED AGAINST THEM
OR ANY OF THEM IN CONNECTION THEREWITH RESULTING FROM SUCH ACT,
ERROR OR OMISSION.
6. Insurance.
a. Consultants shall not commence work under this Contract until it has obtained all
insurance required under this section and until such insurance has been approved by the City,nor
shall Consultant allow any subcontractor to commence work on its subcontract until all similar
insurance of the subcontractor has been so obtained and approval given by the City.
b. Professional Liability limits should be consistent with other requirements. The l
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recommended minimum should be no less than:
$1,000,000 per occurrence
$2,000,000 aggregate
The minimum insurance requirement for this line of coverage should be sufficient enough to
coverage the completed operations of the construction project. Policies are to be written on an
occurrence basis or if coverage is written on a claims-made basis, the retroactive date shall be
coincident with or prior to the date of the contractual agreement. The certificate of insurance shall
state that the coverage is claims-made and include the retroactive date. The insurance shall be
maintained for the duration of the contractual agreement and for five(5)years following completion
of the service provided under the contractual agreement or for the warranty period, whichever is
longer. An annual certificate of insurance submitted to the City shall evidence coverage.
c. General Requirements
Wavier of rights of recovery(subrogation) in favor of the City of Fort Worth.
The deductible or self-insured retention (SIR) affecting required insurance coverage shall be
acceptable to and approved in writing by the Risk Manager of the City of Fort Worth in regards to
asset value and stockholders'equity. In lieu of traditional insurance,alternative coverage maintained
through insurance pools or risk retention groups, must also approved by the City's Risk Manager.
The City, at its sole discretion, reserves the right to review the insurance requirements and to make
reasonable adjustments to insurance coverage's and their limits when deemed necessary and prudent
by the City based upon changes in statutory law, court decision or the claims history of the industry
as well as of the contracting party to the City of Fort Worth. The City shall be required to provide
prior notice of ninety(days).
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The City shall be entitled, upon request and without expense, to receive copies of policies and
endorsements thereto and may make any reasonable requests for deletion or revision or modifications
of particular policy terms,conditions, limitations,or exclusions except where policy provisions are
established by law or regulations binding upon either of party or the underwriter on any such
policies.
d. Proof of Insurance Coverage. Contractor shall furnish the City with a certificate of insurance as
proof that it has obtained for the duration of this Contract the insurance amounts required herein.
Consultant's insurance policy shall provide that the insurer shall give the City thirty(30)-days'prior
written notice before altering, modifying or terminating the insurance coverage.
7. Independent Contractor.
Contractor shall perform all work and services hereunder as an independent contractor and not as an
officer,agent or employee of the City. Contractor shall have exclusive control of,and the exclusive
right to control, the details of the work performed hereunder and all persons performing same and
shall be solely responsible for the acts and omissions of its officers, agents, employees and
subcontractors. Nothing herein shall be construed as creating a partnership or joint venture between
the City and the Contractor, its officers, agents, employees and subcontractors; and the doctrine of
respondeat superior shall have no application as between the City and the Contractor.
8. Disclosure of Conflicts.
Contractor warrants to the City of Fort Worth that it has made full disclosure in writing of any
existing or potential conflicts of interest related to the services to be performed hereunder.
Contractor further warrants that it will make prompt disclosure in writing of any conflicts of interest,
which develop subsequent to the signing of this Contract.
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9. Right to Audit.
Contractor agrees that the City shall,until the expiration of three(3)years after final payment under
this Contract, have access to and the right to examine any directly pertinent books, documents,
papers and records of the Contractor involving transactions relating to this Contract. Contractor
agrees that the City shall have access during normal working hours to all necessary Contractor
facilities and shall be provided adequate and appropriate workspace in order to conduct audits in
compliance with the provisions of this section. The City shall give Contractor reasonable advance
notice of intended audits.
Contractor further agrees to include in all its subcontractor agreements hereunder a provision to
the effect that the subcontractor agrees that the City shall,until the expiration of three(3)years after
final payment under the subcontract, have access to and the right to examine any directly pertinent
books, documents, papers and records of such subcontractor involving transactions to the
subcontract,and further that City shall have access during normal working hours to all subcontractor
facilities and shall be provided adequate and appropriate work space in order to conduct audits in
compliance with the provisions of this paragraph. City shall give subcontractor reasonable advance
notice of intended audits.
10. Prohibition of Assignment.
Neither party hereto shall assign, sublet or transfer its interest herein without the prior written
consent of the other party, and any attempted assignment, sublease or transfer of all or any part
hereof without such prior written consent shall be void.
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11. M/WBE Goals; Nondiscrimination.
a. Contractor acknowledges its commitment to meet or make"good faith"effort to meet the
City of Fort Worth's goals for Minority/Women-owned Business Enterprises(M/WBE)participation
in City contracts. M/WBE participation was one of the evaluation criteria used in the award of this
Contract;therefore, failure to comply may result in the Contractor being classified as nonresponsive
and being barred from City work for a period of not less than six months. Contractor agrees to
furnish documentation of M/WBE participation such as canceled checks, etc., or such evidence as
may be deemed proper by the City of Fort Worth. At the present time this paragraph does not apply
since Contractor has not retained nor has any plans to retain the services of any subcontractors in
connection with the performance of this Contract.
b. As a condition of this Contract, Contractor covenants that it will take all necessary
actions to insure that,in connection with any work under this Contract,Contractor,its associates and
subcontractors,will not discriminate in the treatment or employment of any individual or groups of
individuals on the grounds of race, color, religion, national origin, age, sex, sexual orientation or
disability unrelated to job performance, either directly, indirectly or through contractual or other
arrangements.
12. Choice of Law; Venue.
a. This Contract shall be construed in accordance with the internal law of the State of Texas.
b. Should any action, whether real or asserted, at law or in equity, arise out of the terms of
this contract, venue for said action shall be in Tarrant County, Texas.
Mental Health Contract 8 S- p V
Lena Pope09.22.040 7 �U�U�l ✓SL�(� =,1����
EXECUTED on this, the day of 320 G
LENA POPE HOME, INC CITY OF FORT WORTH
By.
Latu i Joe Qa
Titled; r Assi ant City M nager
Attest: � P�' , tic • Approved as form and legality
M
Marty Hendrix Assistant dAy Attorney
City Secretary
L -- o� gL�
Contract Authorization
Date
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Lena Pope09.22.04v1
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ATTACHMENT 1 —"SCOPE OF WORK"
Operational
a. Participate in a mandatory training and technical assistance on the
implementation of the Wraparound Philosophy, excluding those who are
already trained.
b. Work cooperatively with the FWISD Family Resource Centers, Community
Resource Collaboration Group (CRCG) and Tarrant County Juvenile Services
which will identify and refer eligible students and their families for services.
C. Ensure agency support of the "no wrong door"philosophy to serving others.
d. Adhere to the values and principle for the wraparound philosophy as described in
the curriculum by Mary Grealish, M. Ed, attached as Exhibit A.
Service Related
a. Facilitate child and family team meetings.
b. Assist in the development of an individualized Wraparound Plan for each child
that includes clear needs statements, strength-based strategies, and outcomes that
are measurable and specific.
C. Maintain accurate and concise documentation of contacts with family, team
members and providers, including follow-up on referrals made.
d. Provide periodic reassessment and modify the plan as indicated by reassessment
results.
e. Keep the family and team members informed on the progress toward achieving
the goals of the plan.
£ Facilitate child and family efforts to obtain any financial assistance or services for
which they may be eligible for under federal, state, and local regulations.
g. Motivate and support family involvement and the identification and
inclusion of informal supports.
h. Motivate and support family involvement in all phases of the process.
i. Comply with the collection and sharing of data necessary for both the local and
national evaluation for Community Solutions.
Monitoring
To ensure that the integrity of the Wraparound Philosophy is adequately employed and
maintained by contracted agencies/organizations, Community Solutions will implement
three (3) separate review processes. Each of these are outlined below.
Utilization Review
Monthly group meetings (approximately 2 hrs. in length) to include:
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• Clinical Director
• Wraparound Facilitators
• Supervisors
• Evaluators
Facilitators will provide a brief verbal summary of activity with one to two families each
month with feedback being provided by meeting participants. Client confidentiality will
be maintained by de-identifying each case (no client name will be used during the verbal
reports) and having meeting participants sign confidentiality agreements to be maintained
by Community Solutions.
The purpose of the meeting will be to track progress of clients, share ideas
and resources, to identify strengths and accomplishments and to address any concerns of
the Wraparound Facilitators
Case Review (approximately 1 hr. in length)
Monthly meetings will include:
• Clinical Director
• Wraparound Facilitators
• Supervisors
The Clinical Director will meet with the Wraparound Facilitators individually each month
to review and discuss each case in detail. The purpose of the meeting will be for the
opportunity to ensure wraparound services are being delivered in a timely manner,
consistent with the principles and values of the Wraparound Program. Attention will be
given to documentation of services, appropriate use of flexible funds, and work toward
sustainability of the child and family team.
Case Audits
Annual site visits scheduled per the Clinical Director
A random sampling of case files will be reviewed by the Clinical Director for detailed
analysis of service delivery, documentation procedures and appropriate use of the
principles and values of the wraparound philosophy.
A plan of correction will be drafted should concerns be noted during an audit with
follow-up the next month.
Areas to be monitored will include:
1. Project accomplishments
a. Activities that have been undertaken previous to the case review.
b. Outcomes that have been achieved previous to the case review.
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Lena Pope09.22.04v] 10
c. Lessons learned, including any initiatives that have been attempted and did not
succeed.
2. Stewardship of financial resources
3. Innovation
4. Sustainability
5. Efforts to infuse the wraparound philosophy throughout the contracted agency
6. Efforts to create sustainability in the projects' initiatives
All contracted agencies/organizations will work cooperatively with the MHMR (Mental
Health Mental Retardation) Research Division on local and national evaluation efforts.
All contracted agencies/organization will submit monthly reports for all children and
families served by the 5th of each month. Reports can be submitted via email, fax or hard
delivery to the Clinical Director.
Confidentiality and HIPAA
Community Solutions will require the contracting agency/organization and all personnel
involved in the project to execute Confidentiality Agreements prior to any performance of
services to comply with the provisions of HIPAA as it relates to the privacy of health
information.
Privacy Officers or the designated person of all contracting agencies/organizations will be
required to attend a mandated meeting regarding compliance with HIPAA regulations
and how such relate to this work and the sharing of information. This meeting will be
scheduled per the Program Director pre-implementation of services.
Management Information System (MIS)
All contracted agencies/organizations will participate in the use of a web-based MIS that
will allow collection and sharing of common data elements. Use of this system will keep
families from having to provide their information multiple times. It will also allow
participating agencies easy and timely access to client's information.
Families will complete only one (1) centralized intake form at their initial point of entry
into service. From there, agencies providing services to families will be able to access the
information necessary to serve. The system will also allow for collection and tracking of
data including service contacts, involvement in services and tracking of outcomes.
The MIS system will be available in phases, with new components being made available
at various intervals throughout the creation phase. Until the system is available, tracking
of client involvement in service will be done by hand.
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Documentation of Service
All contracted agencies/organizations will be required to submit a monthly activity report
to the Clinical Director outlining each family's involvement in services. Contractors will
be required to provide this information for the purposes of accountability and collection
of data for evaluation of services. A report form will be provided to contracted
agencies/organizations. Completed forms can be submitted via fax at 817.871.7372 or by
email at victoria.warrenn fortworthgov.org.
All contracted agencies/organizations will be required to maintain case files for each
child and family served. Required forms and case filing procedures will be provided for
each contractor.
Staffing Requirements/Turnover Procedures
All contracted agencies/organizations will be required to allow Community Solutions to
assist in the selection of staff for the contracted positions. Qualified staff/applicants
should possess a minimum of a Bachelor's degree or equivalent work experience. They
should also display a commitment to the wraparound process and have displayed success
in engaging clients in services.
All contracted agencies/organizations will be required to inform the Clinical Director of
any changes in staff or transferring of families to a new Wraparound Facilitator to assist
in the transition of families.
Mandated Training
Identified Wraparound Facilitators will be required to attend a variety of trainings during
the month of October 2004 as scheduled by Community Solutions. Training topics
include the Wraparound philosophy, documentation procedures, cultural competency,
ethics, critical incident reporting and evaluation. Additional training sessions will be
offered throughout the year as necessary.
Supervisors will be required to attend training on the Wraparound philosophy with the
goal of providing supportive feedback to contracted staff.
All facilitators and supervisors will attend training on the use of a Management
Information System (MIS) once it is complete and ready for use.
Referrals for Service
Referrals for service will be accepted by the Site Coordinators with the FWISD Family
Resource Centers, Tarrant County Community Resource Collaboration Group (CRCG),
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Lena Pope09.22.04vl 12
and by the Tarrant County Juvenile Services, Children and families referred by FWISD
will have been identified through the completion of an intake process. Referrals for
service will be forwarded to the Clinical Director who will then contact the appropriate
contracted agency or organization to initiate services. Children and families referred by
CRCG will have been presented at a CRCG staffing and their contact information will be
retained by the Clinical Director who will then contact the family to complete an intake.
The family will then be assigned to a contractor who will begin work towards a
comprehensive wraparound plan. Agencies will establish contact with referred families
within 24 hours of receipt of referral.
Children and families referred by Tarrant County Juvenile Services will follow a similar
procedure as outlined above.
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Lena Pope09.22.040 13
Wraparound Facilitators scope of work will include the following:
1. Receive referrals (completed intakes) for service as assigned by the Community
Solutions Clinical Director
2. Establish contact with referred families within 24 hours of receipt of referral
3. Facilitate child and family team meetings
4. Assist in the development of individualized wraparound plans that includes clear
needs statements, strength-based strategies and outcomes that are measurable and
specific
5. Maintain accurate and concise documentation of contacts with family, team members
and providers, including follow-up on referrals made.
6. Provide periodic reassessment and modify the plan as indicated by reassessment
results.
7. Monitor child and family team progress
8. Motivate and support family involvement in all phases of the process
9. Assist in the identification and inclusion of informal resource supports
10. Ensure compliance with all HIPAA regulations, especially those regarding client
confidentiality
11. Adhere to the values and principles of the wraparound philosophy as described in the
curriculum by Mary Grealish, M.Ed.
12. Ensure compliance with the review processes as set forth by Community Solutions to
ensure integrity of the wraparound philosophy
13. Ensure participation in the use of a web-based MIS that will allow collection and
sharing of common data elements
14. Allow Community Solutions to assist in the selection of staff for contract positions
15. Participate in mandated trainings beginning October 2004 as scheduled by
Community Solutions regarding the wraparound philosophy, documentation
procedures, cultural competency, ethics, critical incident reporting and evaluation
16. Ensure compliance with the collection and sharing of data necessary for both the local
and national evaluation for Community Solutions
17. Ensure agency support of the "no wrong door"philosophy to serving others
Mental Health Contract
Lena Pope09.22.041 14
CERTIFICATE OF THE SECRETARY
The undersigned, Secretary of Lena Pope Home, Inc, a Texas non-profit
corporation (the "Corporation"), hereby certifies that attached hereto as Exhibit
"A" is a true and correct copy of the resolutions duly adopted by unanimous
consent dated September 30, 2003 of all directors of the Board of
Directors of the Corporation and that the same have not been amended, altered
or rescinded and are now in full force and effect; that the Corporation is duly
authorized and existing under the laws of the State of Texas, that the Corporation
is duly qualified to do business in the State of Texas and is in good standing in
such state; that true and correct copies of the Corporation's Articles of
Incorporation and Bylaws are attached hereto as Exhibit "B" and "C",
respectively, and there is no provision of the Articles of Incorporation or Bylaws
of the Corporation limiting the powers of the Board of Directors to pass or
consent to the resolutions set out in the instrument attached hereto and that said
resolutions are in conformity with the provisions of said Articles of Incorporation
and Bylaws; and that the Secretary is the keeper of the records and minutes of
the proceedings of the Board of Directors of the Corporation.
This is to further certify that the persons named below are the duly elected
and qualified officers of the Corporation, holding the respective offices set forth
opposite their names, that they continue to hold these offices at the present time,
and that the respective signatures set opposite their names are the genuine,
original signatures of each respectively:
Name Title Signature
Steven N. Washuta President
Patty Potter Secretary
IN WITNESS WEREOF I have hereunto affixed my name as Secretary,
this 27th day of August , 2004.
Patty Potter Secretary
Exhibit "A"
Excerpt from Board Meeting September 30, 2003
LENA POPE HOME, INC.
3131 SANGUINET STREET
FORT WORTH, TX 76107
(817) 731-8681
COMMITTEE REPORT
COMMITTEE: BOARD CHAIR: JULIE KLEBERG DATE: SEPTEMBER 30, 2003
ATTENDING: Julie Kleberg Don Cosby Jack Rattikin Ted Blevins
Mark Shelton Patty Potter Glenn Darden Ellen Ray
Farooq Selod Steve Washuta Don Kirk, Holly McFarland
David Farmer Kevin Avondet Rafa Garza Alicia Duran
Jim Dunaway Dan Penner Vern Spurlock Proxy: Ellen Messman,
Warren Prescott Kaydee Bailey Gail Landreth Charles Ringler, JoAnn
Frosty Tempel Stewart Henderson Means, Dan Feehan,
John Avila, Marty Leonard
AGENDA
TREASURER'S REPORT AND COMMITTEE REPORTS
The Chair called the meeting to order by the Chair. Gail Landreth moved approval of the April
minutes. It was seconded by Jack Rattikin and carried.
BYLAWS/ARTICLES REVISION — Julie Kleberg
Changes include wording in the mission to include serving adults; deleting the July Board
meeting; and deleting Continuous Quality Council committee as that function has been absorbed
by the Program Committee.
MOTION: Dan Penner moved approval of the revisions to bylaws and articles. It was seconded
by Mark Shelton and carried.
E�xhibi - Ilt1"
LAW OFFICES OF
LAW, SNAKARD & GAMBILL
ROBERT M.RANDOLPH WALKER FRIEDMAN A PROFESSIONAL CORPORATION DABNEY D.BASSEL MICHAEL P.SCHUTT
RICE M.TI LLEY.JR. ED HUDDLESTON 3200 TEAM BANK BUILDING HUGH A.SIMPSON MICHAEL T.COOKE
SAMUEL A.DENNY VERNON E.REW.JR. LYNN M.JOHNSON KERN A LEWIS
WALTER S.FOR NET A.BURCH WALDRON.111 500 THROCKMORTON STREET JOHN L.BECKHAM TODD P.KELLY
ROBERT F.WATSON GARY L.INGRAM FORT WORTH. TEXAS 76102 THOMAS F.DUNN JAMES N.CM EATHAM IV
DENNIS R.SWIFT LARRY BRACKEN W.BRADLEY PARKER JAY K.RUTHERFORD
MARVIN CHAMPLIN H.ALLEN PENNINGTON.JR. B.BLAKE COX STEPHEN G.WILCOX
JAY S GARRETT GEORGE PARKER YOUNG AREA 817 335.7373 KELLEY B.MILL JEFFREY A.RATTIKIN
JAMES W.SCHELL STEVEN D.GOLDSTON
WILLIAM F.MCCANN PAMELA ARNOLD BASSEL METRO 4292991 MARK S.►F EIFFER
BONNIE L.ARNETT OF COUNSEL
MICHAEL L.MALONE CAROL WARE DAVIDSON TELECOPY 3327473 STEVEN M.SMITH
THOS H.LAW
DIRECT DIAL NUMBER: BAYARD M.FRIEDMAN
ROBERT F.SNAKARD
LAWTON G.GAMBILL
MARRY HOPKINS
(817) 878-6350 RICE M.TILLEY
RICE 9-19 9 01
December 6, 1990
Mr. Ted Blevins, Executive Director
Lena Pope Home, Inc.
4701 W. Rosedale Street
Fort Worth, Texas 76107
Dear Mr. Blevins:
We have received from the Secretary of State of the State--Of exas,
and I am pleased to forward to you with this letter, the Restated (Articles of
Incorporation (with Amendment) of Lena Pope Home, Inc. showing that--it has
been accepted and filed in the Secretary of State's--office. It is very
important that the enclosure be placed in the corporate minute book for Lena
Pope H&e which- we presume you are maintaining at the Home.
If you have any questions, please y ve me a call.
V o s,
Rice Jr.
RMTjr/jj
C5-ED
Enclosure
cc: Mr. Don W. Kirk
B-JB-RSTII of
A
?�I e State of Texas
Srrrrtarg of Sttttr
NOV. 21, 1990
RICE P. TILLEY , JR.-LAU, SUAKARD E GAYBILL
3200 LTEAM BNK3LDG-500 THROCKMORTON ST.
FORT WORTH , TX 76102
RE: -
LEN.A POPE HOME , INC.
CHARTER NUMBER 00325061-01
IT HAS BEEN OUR PLEASURE TO APPROVE AND PLACE ON RECORD YOUR RESTATED
ARTICLES OF INCORPORATION. THE APPROPRIATE EVIDENCE IS ATTACHED FOR
YOUR FILES-9` 0110- TI=E ORIGINAL HAS BEEN FILED IN THIS OFFICE.
PAYMENT OF THE FILING FEE IS ACKNOWLEDGED BY THIS LETTER.
IF WE CAN BE OF FURTHER SERVICE AT ANY TIME , PLEASE LET US KNOW.
VERY TRULY YOURS9
vi, . . ' .
t Secretary o ate
rT�"�'
A� _
t i r )x�
�I�P Sty#P Of 0exas
ciPCrrtarg of Statr
CERTIFICATE OF RESTATED ARTICLES
OF INCORPORATION
OF
LENA POPE HONE, INC.
CHARTER NUMBER 00329061
THE UNDERSIGNEL , AS SECRETARY OF STATE OF THE STALE OF TEXAS,
HEREBY CERTIFIES THAT RESTATED ARTICLES OF INCORPORATION OF THE ABOVE
CORPORATIUN- DULY -SIGNED AND VERIFIED PURSUANT TO THE PROVISIONS OF THE
TEXAS NON—PROFIT CORPORATION ACT, HAVE BEEN RECEIVED IN THIS OFFICE AND
ARE FOUND TO CONFORM TO LAW.
ACCORDINGLY THE UNDERSIGNED, AS SUCH SECRETARY OF -STATEs AND BY
VIRTUE OF THE AUTHORITY VESTED IN THE SECRETARY BY LAWf HEREBY ISSUES
THIS CERTIFICATE OF RESTATED ARTICLES OF INCORPORATION AND ATTACHES
HERETO A COPY OF THE RESTATED ARTICLES OF INCORPORATION.
GATED NOV. 211 1990
�'�` Secretary o ate
:n the PLED
fice of the
Secretary of State of Texas
RESTATED ARTICLES OF INCORPORATION
(with Amendment)
OF NOV 21 x990
LENA POPE HOW, INC.
'�orAorations Section
A. Lena Pope Home, Inc., a Texas non-profit corporation, pursuant
to the provisions of Article 1396-4.06 of the Texas Nan-Profit Corporation
Act, hereby adopts these Restated Articles of Incorporation which accurately
copy the Articles of Incorporation and all amendments thereto that are in
effect to date and which further amend such Articles of Incorporation as here-
inafter set forth and which contain no other change in any provisions thereof.
B. The Articles of Incorporation of the Corporation are amended by
the Restated Articles of Incorporation as follows:
1. Article "I" is redesignated as Article "1. Name.".
2. Article "II" is redesignated as Article "2. Non-Profit
Corporation.", and is completely replaced by a new provision (see Article "2."
of paragraph E to follows) ;
3. Article "III" is redesignated as Article "3. Duration.",
and is completely replaced by a new provision (see Article` "3." of paragraph E
to follow) ; -_
-.4. Article "IV" is redesignated as Article "4. Pua*poses.", and
is completely replaced by a new provision (see Article "4." of paragraph E to
follow);
�- 5. Article "V" is redesignated as Article "5. No Members.",
and is completely replaced by a new provision (see Article "5." of paragraph E
to follow) ; -
6. Article "VI" is redesignated as Article "6. Registered
Office and Agent.", and is completely replaced by a new provision (see Article
"6." of paragraph E to follow) ;
7. Article "VII" is redesignated as Article "7. Board of
Directors.", and is completely replaced by a new provision (see Article "7."
of paragraph E to follow) ;
8. Article "VIII" is redesignated as Article "8. Limitation of
Liability.", and is completely replaced by a new provision (see Article "8."
of paragraph E to follow) ;
9. A new Article "9. Charitable Immunity and Limitations of
Liability." has been added (see Article "9." of paragraph E to follow) ;
10. A new Article "10. Indemnification." has been added (see
Article "10." of paragraph E to follow);
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11. A new Article "11. Interested Directors and officers." has
been added (see Article "11." of paragraph E to follow) ;-
C. Each such amendment made by these Restated Articles of
Incorporation has been effected in conformity with the provisions of the Texas
Non-Profit Corporation Act.
D. The amendments to the Articles of Incorporation of the
corporation were adopted by a vote of a majority of the directors in office.
E. The Articles of Incorporation and all amendments and supplements
thereto are hereby superseded by the following Restated Articles of
Incorporation which accurately copy the entire text thereof and as amended as
set forth below.
1. Name. The name of the corporation is the "UNA POPE HOME,
INC." (the "corporation") .
2. Non-Profit Corporation. The corporation is a non-profit
corporation.
3. Duration. The period of its duration is perpetual.
4. Purposes.
(A) General Purposes.
(i) The purposes for which the corporation is
organized are to provide a full range of services, including group care, fam-
ily care, foster care, and adolescent treatment care as well as all matters
incident thereto to children of Tarrant County and other counties who are, or
are in danger of becoming, dependent, neglected, emotionally disturbed, or
delinquent, including their education and general welfare:-
(2) The corporation is organized pursuant to the
Texas Non-Profit Corporation Act for nonprofit purposes and does not
contemplate pecuniary gain or profit.
(3) The above statement of corporate purposes shall
be construed as a statement of both purposes and powers and not as restricting
or limiting in any way the general powers of this corporation, or the exercise
and enjoyment of such powers, as they are expressly or impliedly granted by
the laws of the State of Texas, to do everything and anything reasonable and
lawfully necessary, proper, or convenient for the achievement of the purposes
above stated.
(B) Federal Income Tax Limitations on Purposes.
Notwithstanding what is stated above:
(1) No part of the net earnings of the corporation
shall inure to the benefit of any director of the corporation, officer of the
corporation, or any private individual (except that reasonable compensation
may be paid for services rendered to or for the corporation affecting one or
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more of its purposes), and no director, officer, or any private individual
shall be entitled to share in the distribution of any of the corporate assets
on dissolution of the corporation. No substantial part of the activities of
the corporation shall be the carrying on of propaganda or otherwise attempting
to influence legislation (except as otherwise provided in Sections 501(h) and
4911 of the Code), and the corporation shall not participate or intervene in
(including the publication or distribution of statements) any political
campaign on behalf of (or in opposition to) any candidate for public office;
(2) The corporation shall distribute its income for
each taxable year at such time and in such manner as not to became subject to
tax on undistributed income imposed by Section 4942 of the Code or
corresponding provisions of any subsequent federal tax laws;
(3) The corporation shall not engage in any act of
self-dealing as defined in Section 4941(d) of the Code or corresponding
provisions of any subsequent federal tax laws;
(4) The corporation shall not retain any excess
business holdings as defined in Section 4943(c) of the Code or corresponding
provisions of any subsequent federal tax laws;
(5) The corporation shall not make any investments in
such manner as to subject it to tax under Section 41344 of the Code or
corresponding provisions of any subsequent federal tax--laws;
(6) The corporation shall not make any taxable
expenditures as defined in Section 4945(d) of the Code or corresponding
provisions of any subsequent federal tax laws;
(7) Notwithstanding any other provisions of these
Articles of Incorporation, the corporation shall not conduct or carry on any
activities not permitted to be conducted or carried om by an organization
exempt from taxation under Section 501(c) (3) of the Code and the regulations
of the Internal Revenue Service as they now exist or as they may hereafter be
amended, or by an organization, contributions to which are deductible under
Section 170(c)(2) of the Code and the applicable regulations of the Internal
Revenue Service as they now exist or as they may hereafter be amended; and
(8) Upon dissolution of the corporation or the
winding up of its affairs, the Board of Directors shall, after paying or
making provision for the payment of all of the liabilities of the corporation,
dispose of all of the assets of the corporation exclusively for the purposes
of the corporation in such manner, or to such organization or organizations
organized and operated exclusively for charitable, educational, religious, or
scientific purposes as shall at the time qualify as an exempt organization or
organizations under Section 501(c)(3) of the Code, as the Board of Directors
shall determine. Any such assets not so disposed of shall be disposed of by
the District Court of the county in which the principal office of the
corporation is then located, exclusively for such purposes or to such
organization or organizations, as said Court shall determine, which are
organized and operated exclusively for such purposes.
-3-
5. No Members. The corporation is not to have any members.
6. Registered Office and Agent. The street address of the
initial registered office of the corporation is 4701 West Rosedale, Fort
Worth, Texas 76i07, and the name of its initial registered agent at such
address is Ted Blevins.
7. Board of Directors. The number of directors constituting
the initial Board of Directors (which number of directors may hereafter be
changed simply by amendment to the Bylaws of the corporation) is thirty-nine
(39), and the names and addresses of the persons who are to serve as the
initial directors are:
NAME ADDRESS
Mrs. Elva Allie, Ph.D. 2500 Stone Hollow
Bedford, Texas 76021
Mrs. Kaydee Bailey 1324 Thcanas Place
Fort Worth, Texas 76107
Mr. Daniel E. Berce 777 Taylor, FW Club Bldg. Ste. 800
Fort Worth, Texas 76102
Mrs. Judith Birmingham UrA, Graduate School of Soc. Work
Box 19129
Arlington, TX 76019
Mrs. Jaye Browning 3800 Monticello
Fort Worth, Texas 76107
Ms. Beverly Branch 120 St. Louis
Fort Worth, Texas 7b101
Mr. Donald Carter P. O. Box 619190 _
Dallas, Texas 75261-9190
Mr. Ronald W. Clinkscale Coopers & Lybrand
301 Commerce, Ste. 1900
Fort Worth, Texas 76102
Mr. C. Douglas Dickerson Dickerson, Llewellyn & Fitzgerald
P. O. Box 1015
Fort Worth, Texas 76101
Mr. Ralph H. Duggins- Cantey and Hanger
2100 FirstRepublic Bank Bldg.
801 Cherry
Fort Worth, Texas 76102
Mrs. Susy Duggins 107 N. Rivercrest Drive
Fort Worth, Texas 76107
-4-
Mr. David W. Farmer 3200 Riverfront, Suite 100
Fort Worth, Texas 76107
Mrs. Lynn Fisher 4325 Miralcma Drive
Fort Worth, Texas 76126
Mr. Jim Gilliland 4410 W. Vickery
Fort Worth, Texas 76107
Mrs. Martine Ginsburg 3860 Bellaire Circle
Fort Worth, Texas 76109
Bill Howard, M.D. (Ret. ) 4902 Westbriar Drive
Fort Worth, Texas 76109
Mr. Elton M. Hyder, III 1918 Commerce Bldg.
Fort Worth, Texas 76102
Mr. Charles H. Jones Prudential Ins. of America
2501 Parkview, Suite 426
Fort Worth, Texas 76102
Mr. Clark Kemble, III The Summit Group
1227 West Magnolia-`Ste. 500
Fort Worth, Texas 76101
Mr. Don Kirk Kirk, Voich & Gist
1500 Ballinger
Fort Worth, Texas 76102
Mrs. Jody Lancarte Joe T. Garcia's Mexican Dishes
2201 N. Commerce
Fort Worth, Texas 7£106
Mrs. Kathryn S. Lanford 900 Burk Burnett Bldg.
500 Main Street
Fort Worth, Texas 76102-3946
David M. Lavine, M.D. 416 S. Henderson
Fort Worth, Texas 76104
Mr. Marty V. Leonard 1411 Shady Oaks Lane
Fort Worth, Texas 76107
Mrs. Marge McGrew 6321 Green4ay Read
Fort Worth, Texas 76lib
Mr. Scott Murray KXAS-TV Channel 5
P. O. Box 1780
Fort Worth, Texas 76101
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Ms. Judy G. Needham 5913 El Campo Terrace
Fort Worth, Texas 76107
Mr. Thomas Hill Puff 1320 Lake Street
Fort Worth, Texas 76102
Mr. Jack Rattikin, III Rattikin Title Company
611 Throckmorton
Fort Worth, Texas 76102
Ellen P. Ray, M.A. Ridglea Professional Bldg.
6040 Camp Bowie Blvd., Suite 11
Fort Worth, Texas 76116
Mr. Charles A. Ringler All Saints Health Foundation
1307 8th Avenue, Suite 310
Fort Worth, Texas 76104
Mr. Randy Rodgers Prudential-Bache Securities
Fort Worth Club Tower
777 Taylor
Fort Worth, Texas 76102
Tom Rogers, Jr. , M.D. 1533 Merrimac Circle
Fort Worth, Texas. 76107
Mr. James Schuessler All Saints Health Care, Inc.
1400 8th Avenue
Fort Worth, Texas 76101
Farooq I. Selod, M.D. 800 8th Avenue, Suite 506
Fort Worth, Texas 76104
Mr. Roger T. Staubach 6750 Lai Freeway, Suite 1100
Dallas, Texas 75240-
Mr. J. Andy Thompson Texas Security Bancshares
P. O. Box 1480
Fort Worth, Texas 76101
Mrs. Lillian Wacker 4209 Warnock Court
Fort Worth, Texas 76109
Mr. Robert D. Whitson 3837 Bunting
Fort Worth, Texas 76107
8. Limitation of Liability. No director of the corporation
shall be personally liable to the corporation for monetary damages for an act
or omission in the director's capacity as a director, except that this
paragraph does not eliminate or limit the liability of a director for (1) a
breach of a director's duty of loyalty to the corporation, (2) an act or
omission not in good faith or that involves intentional misconduct or a
knowing violation of the law, (3) a transaction from which a director received
-6-
an improper benefit, whether or not the benefit resulted from an action taken
within the scope of the director's office, (4) an act or omission for which
the liability of a director is expressly provided for by statute, or (5) an
act related to an unlawful stock repurchase or payment of a dividend. Neither
the amendment nor repeal of this paragraph shall eliminate or reduce the
effect of this paragraph in respect of any matter occurring, or any cause of
action, suit, or claim that, but for this paragraph, would accrue or arise,
prior to such amendment or repeal. If the Texas Non-Profit Corporation Act or
the Texas Miscellaneous Corporation Laws Act are hereinafter amended to
authorize corporate action further eliminating or limiting the personal
liability of directors, then the liability of a director of the corporation
shall be eliminated or limited to the fullest extent permitted by the Texas
Non-Profit Corporation Act or the Texas Miscellaneous Corporation Laws Act, as
so amended from time to time.
9. Charitable Immunity and Limitations of Liability.
(A) Except as provided in paragraphs (C) and (G) below, in
any civil action brought against the corporation for damages based on an act
or omission by the corporation or its employees or volunteers, the liability
of the corporation shall be limited to money damages in the maximum amount of
$500,000 for each person and $1,000,000 for each single occurrence of bodily
injury or death and $100,00 for each single occurrenc_e. for injury to or
destruction of property.
(B) Except as provided in paragraphs (C) and (G) below, in
any civil action brought against an employee of the corporation for damages
based on any act or omission by the employee in the course and scope of his or
her employment, the liability of the employee shall be limited to money
damages in a maximum amount of $500,000 for each person and $1,000,000 for
each single occurrence of bodily injury or death and $100,000 for each single
occurrence for injury to or destruction of property.
(C) In order for the provisions contained in paragraphs
(A) and (B) above to apply, the corporation must have in effect at the time of
any act or omission described therein liability insurance coverage in the
amount of at least $500,000 for each person and $1,000,000 for each single
occurrence for death or bodily injury and $100,000 for each single occurrence
for injury to -or destruction of property. Such insurance coverage may be
provided under a contract of insurance or other plan of insurance authorized
by statute.
(D) Except as provided in paragraphs (F) and (G) below, a
volunteer who is serving as an officer, director, or trustee of the
corporation is immune from civil liability for any act or omission resulting
in death, damage, or injury if the volunteer was acting in the course and
scope of his or her duties or functions as an officer, director, or trustee of
the corporation.
(E) Except as provided in paragraphs (F) and (G) below, a
volunteer who is serving as a direct service volunteer of the corporation is
immune from civil liability for any act or omission resulting in death,
damage, or injury if the volunteer was acting in good faith and in the course
and scope of his or her functions or duties with the corporation.
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(F) A volunteer of the corporation shall be liable to any
person for death, damage, or injury to the person or his property if such were
proximately caused by any act or omission arising from the operation or use of
any motor-driven equipment by the volunteer, but only to the extent insurance
coverage is required by Section lA of the Texas Motor Vehicle
Safety-Responsibility Act, and only to the extent of any existing insurance
coverage applicable to the act or omission.
(G) The provisions of this Article shall not apply to any
act or cmission that is intentional, willfully or wantonly negligent, or done
with conscious indifference or reckless disregard for the safety of others.
(H) As used in paragraphs (A) and (B) above, the term
"employee" means any person, including an officer or director, who is in the
paid service of the corporation, but does not include an independent
contractor.
(I) As used in paragraphs (A) , (D) , (E), and (F) above,
the term "volunteer" means any person rendering services for or on behalf of
the corporation who does not receive compensation in excess of reimbursement
for expenses incurred, and such term shall include a person serving as a
director, officer, trustee, or direct service volunteer.
(J) Neither the amendment nor repeal of this Article shall
eliminate or reduce the effect of the provisions of this Article in respect of
any matter occurring, or any cause of action, suit, or claim that, but for
this -Article,.. would accrue or arise, prior to such amendment or repeal. If
any clause or provision of this Article or its application is held to be
unconstitutional, such invalidity shall not affect other clauses, provisions,
or applications of this Article that can be given effect without the invalid
cause or provision and shall not affect or nullify the remainder of this
Article or any other clause or provision. If the Texas Civil Practice &
Remedies Code is hereinafter amended to further eliminate or limit the
personal liability of directors, officers, trustees, employees, or volunteers
of the corporation, then the liability of such persons shall be eliminated or
limited to the fullest extent permitted by the Texas Practice & Remedies Code,
as so amended from time to time.
10, Indemnification.
(A) The corporation shall indemnify, to the extent
provided in the following paragraphs, any person who is or was a director,
officer, agent, trustee, or employee of the corporation and any person who
serves or served at the corporation's request as a director, officer, trustee,
agent, (including any person appointed by the corporation to act on any of the
corporation's committees) , employee, partner, or trustee of another
corporation or of a partnership, joint venture, trust, or other enterprise.
In the event the provisions of indemnification set forth below are more
restrictive than the provisions of indemnification allowed by Article
1396-2.22A of the Texas Non-Profit Corporation Act, then such persons named
above shall be indemnified to the full extent permitted by Article 1396-2.22A
of the Texas Non-Profit Corporation Act as it may exist from time to time.
-B-
(B) In case or a threatened or pending suit, action, or
proceeding (whether civil, criminal, administrative, or investigative) against
a person named in paragraph (A) above by reason of such person's holding a
position named in such paragraph (A), the corporation shall indemnify such
person if such person satisfied the standard contained in paragraph (C), for
amounts actually and reasonably incurred by such person in connection with the
defense or settlement of the suit as expenses (including court costs and
attorneys' tees), amounts paid in settlement, judgments, and fines.
(C) A person named in paragraph (A) above will be
indemnified only if it is determined in accordance with paragraph (D) below
that such person:
(1) acted in good faith in the transaction which is
the subject of the suit; and
(2) reasonably believed:
(a) if acting in his or her official capacity as
director, officer, trustee, agent, or employee of
the corporation, that his or her conduct was in
the best interests of the corporation; and
(b) in all other cases, that.- his or her conduct
was not opposed to the -:best interests of the
corporation.
(3) in the case of any criminal proceeding, had no
reasonable cause to believe that his or her conduct was unlawful.
The- termination of a proceeding by judgment, order, settlement, conviction, or
upon a plea of nolo contendere or its equivalent will not, or itself, create a
presumption that such person failed to satisfy the standard contained in this
paragraph (C) .
(D) A determination that the standard of paragraph (C)
above has been satisfied must be made:
(1) by a majority vote of a quorum consisting of
directors who at the time of the vote are not named defendants or respondents
in the proceedings; or
(2) if such quorum cannot be obtained, by a majority
vote of a committee of the Board of Directors, designated to act in the matter
by a majority vote of all directors, consisting solely of two or more
directors who at the time of the vote are not named defendants or respondents
in the proceeding; or
(3) by special legal counsel selected by the Board of
Directors or a car ittee of the Board by vote as set forth in subparagraphs
(1) or (2) above, or, if such a quorum cannot be obtained and such a committee
cannot be established, by a majority note of all directors.
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(E) Authorization of indemnification and determination as
to reasonableness of expenses must be made in the same manner as the
determination that indemnification is permissible is made by special legal
counsel, authorization of indemnification and determination as to
reasonableness of expenses must be made in the manner specified by
subparagraph (D) (3) above for the selection of special legal counsel.
(F) The corporation may reimburse or pay in advance any
reasonable expenses (including court costs and attorneys' fees) which may
became subject to indemnification under paragraphs (A) through (E) above, but
only in accordance with the provisions as stated in paragraph (D) above, and
only after the person to receive the payment (i) signs a written affirmation
of his or her good faith belief that he or she has met the standard of conduct
necessary for indemnification under paragraph (C), and (ii) undertakes in
writing to repay such advances unless it is ultimately determined that such
person is entitled to indemnification by the corporation. The written
undertaking required by this paragraph must be an unlimited general obligation
of the director but need not be secured. It may be accepted without reference
to financial ability to make repayment.
(G) The indemnification provided by paragraphs (A) through
(E). above will not be exclusive of any other rights to which a person may be
entitled by law, bylaw, agreement, vote of members or disinterested directors,
or otherwise.
(H) The indemnification and advance payment provided by
paragraphs (A) through (F) above will continue as to a person who has ceased
to hold a position named in paragraph (A) above and will inure to such
person's heirs, executors, and administrators.
(I) The corporation may purchase and maintain insurance on
behalf of any person who holds or has held any position named in paragraph (A)
above against any liability incurred by such person in an_y such position, or
arising out of such person's status as such, whether or not the corporation
would have power to indemnify such person against such liability under
paragraphs (A) through (G) above.
(J) Indemnification payments and advance payments made
under paragraphs (A) through (I) above are to be reported in writing to the
directors of the corporation at the next notice or waiver of notice of annual
meeting, or within twelve months, whichever is sooner.
11. Interested Directors and officers.
(A) If paragraph (B) below is satisfied, no contract or
other transaction between the corporation and any of its directors or officers
(or any corporation or firm in which any of them is directly or indirectly
interested) will be invalid solely because of this relationship or because of
the presence of such director or officer at the meeting authorizing such
contract or transaction or such person's participation in such meeting or
authorization.
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(B) Paragraph (A) above will apply only if:
(1) The contract or transaction is fair to the
corporation as of the time it is authorized or ratified by the Board of
Directors or a committee of the Board; or
(2) The material facts of the relationship or
interest of each such director or officer are known or disclosed to the Board
of Directors and it nevertheless authorizes or ratifies the contract or
transaction by a majority of the directors present, each such interested
director to be counted in determining whether a quorum is present but not in
calculating the majority necessary to carry the vote.
(C) The provisions contained in paragraphs (A) and (B)
above may not be construed to invalidate a contract or transaction which would
be valid in the absence of such provisions.
DATED this 30th day of October, 1990.
LENA POPE HOME, INC.
By: • R.
on W. Kirk, Chairman
Lillian L. Wacker, Secretary
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STATE OF TEXAS §
COUNTY OF TARRANr §
Before me, a notary public, on this day personally appeared Don W.
Kirk, Chairman, and Lillian L. 1v�cker, Secretary, who, each being by me first
duly sworn, severally declared that they are the persons who signed the
foregoing docmpent and that the statements therein contained are true.
IN WITNESS WHEFMF, I have hereunto set my hand and seal the day and
year above written.
Notary Public, Stat e s `°•�!
.r,
RMTjr/kdc
D5-U
Ax
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AMENDED AND RESTATED
BY-LAWS
OF
LENA POPE HOME, INC.
ARTICLE I—NAME AND LOCATION
Section 1:1 —Name: The name of this Corporation shall be the Lena Pope Home, Inc.
Section 1:2 —Principal Office: The principal office of the Corporation shall be located in
the City of Fort Worth at an address to be designated by the Board of Directors.
Section 1:3 — Registered Office and Agent: The Corporation shall have and continuously
maintain in the City of Fort worth a registered office and a registered agent whose office
is identical with such registered office. The registered office may, but not need be,
identical with the Corporation's principal office, and the address of the registered office
may be changed from time to time by the Board of Directors.
ARTICLE II—PURPOSE
The Corporation is organized exclusively for religious, charitable, scientific, literary and
education purposes. The purpose and mission of the Corporation is to carry on its
business with the goals of enhancing the potential for adjustment, development, and
support of emotionally disturbed and troubled youth and adults. The Corporation is
committed to meeting the needs of youth and adults regardless of race, religion, sex,
disability or national origin. The specific needs of each potential youth and/or adult
client measured in conjunction with the available resources to respond to those needs
shall be the principal criteria for service. The services provided shall include education,
foster care, treatment, discipline, and counseling.
ARTICLE III—HONORARY MEMBERS
The Corporation shall have members who are to be known as Honorary Members, to be
elected by the Board of Directors at its September meeting. Honorary Members so
elected shall become members. Any adult person in sympathy with the objectives and
purposes of the Corporation is eligible to serve as an Honorary Member. Honorary
Members shall be invited to attend the annual meeting of the Board of Directors in
September and may attend any other meetings of the Board as they choose, but shall have
no voting rights.
ARTICLE IV—BOARD OF DIRECTORS
Section 4:1 — General Powers: The affairs of the Corporation shall be managed by its
Board of Directors. Notwithstanding any provision contained in these bylaws to the
contrary, it shall require at least sixty percent of all duly qualified members of
the Board to (1) approve the purchase or sale of any real property, or, the entry of
any-lease, whether as landlord or tenant, for a term of one year or more; (2) pledge any
assets of the Corporation where the amount to be secured, whether singularly or in
BYLAWS OF LENA POPE HOME,MC. Page I
the aggregate, exceeds $250,000; (3) consent to a significant and material change in the mission
of the Corporation as set forth in Article II of these bylaws; or (4) enter into any contract for
goods or services to be provided to the Home which, over the life of a contract, will involve
payments by the Corporation exceeding $250,000; or (5) materially change the use of the
Corporation's real property.
Section 4:2 —Number Tenure and Qualifications:
A. Any person over the age of 21 years who is in sympathy with the objectives and
purposes of the Corporation shall be eligible to serve as a director.
B. In no event shall there be less than twenty nor more than forty directors.
C. At least three-fourths of the Board must maintain their permanent residence within
Tarrant County, Texas.
D. The Board shall be divided into three classes which are as nearly equal in number as
possible.
E. A member of the Board shall serve for a three-year term beginning on the first day of
October following his or her election (or such other earlier date as the Board may
determine) and ending when his or her successors have been elected and qualified.
F. No person may be proposed for membership on the Board unless properly nominated
by the Nominating Committee.
G. The terms of each of the classes shall be staggered so that the three-year terms of
approximately one-third of the members of the Board will expire each year.
H. Effective January 1, 1995 any person who has served two full consecutive terms as a
director shall generally not be eligible to serve as a director for a period of two years
unless he or she is elected to serve as an officer, or, unless the Nominating Committee
shall determine that such person exhibits special qualifications and further determines
that such person has consistently met or exceeded a majority of the general
considerations set forth in Section 4:10 (B) (1). The Nominating Committee shall
have the right to review annually and specify further the qualifications and required
commitment requested from the individual directors.
Section 4:3 — Meeting Schedule: The Board shall meet regularly on the fourth Tuesday of
September, January, and April. Special meetings may be called by or at the request of the
President or any four directors.
Section 4:4 — Notice of Meeting: Written or printed notice stating the place, date, hour, and
purpose of any meeting of the members of the Board shall be delivered either personally or by
mail to each member entitled to vote at such meeting, not less than three nor more than thirty
days before the date of such meeting.
Section 4:5 — Quorum: Fifty percent of the members of the Board shall constitute a quorum for
the transaction of business at any meeting and the act of a majority at a meeting at which a
quorum is present shall constitute the act of the Board, unless a greater number is required by
Section 4:1 or by applicable laws.
Section 4:6 — Voting by Proxy: A member of the Board may vote either in person or by proxy
executed in writing by the director not less than twenty-four hours prior to the meeting at which
the vote is to be tabulated. A proxy shall grant authority to vote to the named proxy holder. A
proxy may authorize the proxy holder to vote on specific matters in the proxy holder's discretion
or for specified proposals. Any such proxy shall not be valid for more than ten days.
BYLAWS OF LENA POPE HOME, INC. Page 2
Section 4:7 - Compensation: No director shall receive any salary for his or her service, but by
appropriate approval of the Board, a director may be reimbursed for actual out-of-pocket expenses
incurred by him or her in carrying out his or her duties as a director. Notwithstanding, subject to
applicable ethics guidelines and regulations,nothing herein shall be construed to preclude any director
from serving the Corporation in another capacity and receiving reasonable compensation therefore.
Section 4:8 - Vacancies. Any vacancy occurring on the Board by reason of death, incapacity,
resignation or otherwise, may be filled by the Board at any special or regular meeting. A director
elected to fill a vacancy shall be elected for the unexpired term of his or her predecessor.
Section 4:9-Lifetime Members: From time to time the Board may choose to name any of its current
or prior members as a lifetime member. Lifetime members shall have no voting rights and shall not
be counted when determining the maximum number of voting members.
Section 4:10 - Committees:
AV Executive Committee: The Executive Committee shall consist of the four officers,
the chairs ofthe seven standing committees and at least two but not more than four,at-large members
who shall be appointed by the President. The Executive Committee shall have and shall execute the
authority of the day to day management of the Corporation. It shall meet at least every two months,
to conduct the business of the Corporation. It shall hear reports from all other committees and set
the agenda for presentation at the meetings of the Board. A simple majority of the members of the
Executive Committee shall constitute a quorum.
B. Standing Committees: The following committees shall meet at such times as meetings
are duly called by the Chair of the respective committee.
(1) Nominating Committee: There shall be a Nominating Committee consisting
of the immediate past president (who shall serve as Chair), and at least six other board members
elected by the Board of Directors. Any four members of the Board may propose from the floor an
additional person to run for the Nominating Committee. The Nominating Committee shall (a)
nominate candidates for membership to the Board, (b) nominate candidates for officers of the
Corporation, and (c) propose members for the Nominating Committee for the following year. In
determining who shall be presented on any slate for possible membership to the Board, the
Nominating Committee shall be guided by the following general considerations:
(i) Dedication to the mission, present and future, of the Corporation;
(ii) Commitment to serving the communities in the Fort Worth-Dallas
areas, with emphasis upon Tarrant County;
(iii) Special expertise, background or skills which can benefit the
Corporation;
(iv) Fundraising ability;
BYLAWS OF LENA POPE HOME,INC. Page 3
Executive Committee by virtue of service as a chair of any ad hoe committee. Any Ad Hoc
Committees formed under this provision shall have a maximum term of one year.
Section 4:11 -Removal. Any member of the Board of Directors may be removed by a two-thirds
vote of the Directors present at any duly called regular or special meeting of the Board at which a
quorum is present in person.
Section 4:12 -Indemnification. The Corporation shall indemnify any current or former Director or
Officer who served or may have served at the Corporation's request as a Director or Officer to the
fullest extent permitted under the Texas Non-Profit Corporation Act provided that any claim,
demand, suit or liability does not arise as a result of malfeasance, gross misconduct, willful
misconduct, dishonesty or fraud. The Corporation shall use its best efforts to provide at its expense
reasonable liability insurance coverage covering the members of the Board.
ARTICLE V- OFFICERS
Section 5:1 - Officers: The officers of the Corporation shall be a president, a vice-president, a
secretary, and a treasurer.
Section 5:2-Election and Terms of Office: The officers of the Corporation shall be elected annually
from the Board by the Board at the July meeting of the Board. Officers who are elected in July shall
assume their duties in September after installation at the September annual meeting. Each officer
shall hold office until his or her successor has been elected and qualified and has begun his or her term
of office.
Section 5:3 -Removal: Any officer elected or appointed by the Board of Directors may be removed
by the Board of Directors for cause.
Section 5:4 - Vacancies: A vacancy in any office because of death, resignation, removal,
disqualification, or otherwise shall be filled by the Board for the unexpired portion of the term.
Section 5:5 -President: The president shall be the principal executive officer of the Corporation and
shall, with the advice of the Executive Director, be in general supervision and control of all the
business and affairs of the Corporation. He or she shall preside at all meetings of the Board of
Directors and the Executive Committee; in general, he or she shall perform all duties incident to the
office of president and such other duties as may be prescribed by the Board. He or she shall serve
as ex-officio member on all the committees or may assign shared responsibility to the vice-president.
Section 5:6-Vice-President: In the absence of the president or in the event of his or her inability or
refusal to act, the vice- president shall perform the duties of the president, and for this purpose shall
have all the powers of and be subject to all the restrictions placed upon the president. The
vice-president shall perform such duties as may be assigned him or her by the president or by the
Board of Directors.
BYLAWS OF LENA POPE HOME,INC. Page 5
Section 5:7 - Treasurer: The treasurer shall have general supervision and charge of all funds and
securities of the Corporation; shall use best efforts to see that monies are received and receipts given
for monies due and payable to the Corporation, and see that monies are deposited in the name of the
Corporation in such depositories as may have been selected by the Board of Directors; shall see that
accurate record is kept of the funds and make monthly reports to the Executive Committee; and in
general, perform all the duties incident to the office of the Treasurer and such other duties as from
time to time may be assigned by the President or by the Board of Directors.
Section 5:8 - Secretary: The secretary shall use his or her best efforts to assure that the minutes of
the Board of Directors and Executive Committee and eight standing committees are kept in books
provided for that purpose; that meeting notices are duly given in accordance with these Bylaws or
as required by law; be custodian of all the records of the Corporations's seal and see that it is affixed
to all documents where its use is required;keep a register of the post office address of each member
which shall be furnished to the secretary by such member; shall sign when authorized and required
all contracts, resolutions or other legal instruments, and in general, perform all duties incident to the
office of secretary including primary responsibility for the accuracy of all minutes of the Board of
Directors and Executive Committee meetings as well as such other duties as may be assigned by the
President.
Section 5:9 -Executive Director: An Executive Director shall be employed and who, subject to the
control and direction of the Executive Committee and Board of Directors, shall have general charge,
oversight, and direction of the affairs and business of the Corporation, and shall be its responsible
managing head. The Executive Director shall have authority to sign on behalf of the organization all
necessary papers and/or contracts with prior appropriate Board approval;and shall have the authority
to make authorized expenditures. The Executive Director or his or her delegate shall attend all
meetings of the Board and its committees and report on the operations of the Corporation. He or she
shall be the liaison between the Board and the staff, and shall represent both Board and staff.
ARTICLE VI- CONTRACTS, CHECKS,DEPOSITS, AND FUNDS
Section 6:1 - Contracts: The Board of Directors may authorize any officer or agent of the
Corporation to enter into any contract or execute and deliver any instrument in the name of and on
behalf of the Corporation. Such authority may be general or confined to specific instances.
Section 6:2 - Checks, Drafts, etc.: All checks, drafts, or orders for the payment to money, notes or
other evidences of indebtedness issued in the name of the Corporation, shall be signed by such officer
or officers, agent, or agents of the Corporation and in such manner as may be determined by
resolution of the Board of Directors. In the absence of such determination by the Board, such
instruments shall be signed by the Treasurer or an assistant treasurer and countersigned by the
President or a vice-president of the Corporation.
Section 6:3 -De_posits: All funds of the Corporation shall be deposited from time to time to the credit
of the Corporation in such depositories as the Board may select.
BYLAWS OF LENA POPE HOME,INC. Page 6
Section 6.4 - Gifts: The Board may accept on behalf of the Corporation, or on behalf of any trust,
foundation, or entity for the benefit of the Corporation, any contribution, gift, bequest, or device for
any special or general purpose of the Corporation.
ARTICLE VII- LIMITATION OF LIABILITY; INDEMNIFICATION
Section 7:1 -Limitation of Liability: No Director of the Corporation shall be personally liable to the
Corporation for monetary damages for an act or omission in the director's capacity as a director,
except that this Section 7:1 does not eliminate or limit the liability of a director for (1) a breach of a
director's duty of loyalty to the Corporation, (2)an act or omission not in good faith or that involves
intentional misconduct or a knowing violation of the law, (3) a transaction from which a director
received an improper benefit, whether or not the benefit resulted from an action taken within the
scope of the director's office, (4) an act or omission for which the liability of a director is expressly
provided for by statute, or (5) an act related to an unlawful stock repurchase or payment of a
dividend. Neither the amendment nor repeal of this Section 7:1 shall eliminate or reduce the effect
of this paragraph in respect of any matter occurring , or any cause of action, suit, or claim that, but
for this Section 7:1, would accrue or arise, prior to such amendment or repeal. If the Texas
Non-Profit Corporation Act or the Texas Miscellaneous Corporation Laws Act are hereinafter
amended to authorize corporate action further eliminating or limiting the personal liability of
directors,then the liability of a director of the Corporation shall be eliminated or limited to the fullest
extent permitted by the Texas Non-Profit Corporation Act or the Texas Miscellaneous Corporation
Laws Act, as so amended from time to time.
Section 7:2 - Charitable Immunity and Limitations of Liability:
A. Except as provided in paragraphs C and G below, in any civil action brought against
the Corporation for damages based on an act or omission by the Corporation or its employees or
volunteers,the liability ofthe Corporation shall be limited to money damages in the maximum amount
of$500,000 for each person and$1,000,000 for each single occurrence of bodily injury or death and
$100,000 each single occurrence for injury to or destruction of property.
B. Except as provided in paragraphs C and G below, any civil action brought against an
employee ofthe Corporation for damages based on any act or omission by the employee in the course
and scope of his or her employment, the liability of the employee shall be limited to money damages
in a maximum amount of$500,000 for each person and $1,000,000 for each single occurrence of
bodily injury or death and $100,000 for each single occurrence for injury to or destruction of
r
property.
C. In order for the provisions contained in paragraphs A and B above to apply, the
Corporation must have in effect at the time of any act or omission described therein liability insurance
coverage in the amount of at least $500,000 for each person and $1,000,000 for each single
occurrence for death or bodily injury and $100,000 for each single occurrence for injury to or
destruction of property. Such insurance coverage may be provided under a contract of insurance or
other plan of insurance authorized by statute and may be satisfied by the purchase of a $1,000,000
bodily injury and property damage combined single limit policy.
BYLAWS OF LENA POPE HOME,INC. Page 7
D. Except as provided in paragraphs F and G below, a volunteer who is serving as an
officer, director, or trustee of the Corporation is immune from civil liability for any act or omission
resulting in death, damage, or injury if the volunteer was acting in the course and scope of his or her
duties or functions as an officer, director, or trustee of the Corporation.
E. Except as provided in paragraphs F and G below, a volunteer who is serving as a
direct service volunteer of the Corporation is immune from civil liability for any act or omission
resulting in death, damage, or injury if the volunteer was acting in good faith and in the course and
scope of his or her functions or duties with the Corporation.
F. A volunteer of the Corporation shall be liable to any person for death, damage, or
injury to the person or his property if such were proximately caused by any act or omission arising
from the operation or use of any motor-driven equipment by the volunteer, but only to the extent
insurance coverage is required by Sections 601.051-053, 601.122 and 601.123 of the Texas Motor
Vehicle Safety-Responsibility Act, and only to the extent of any existing insurance coverage
applicable to the act or omission.
G. The provisions of this Section 7:2 shall not apply to any act or omission that is
intentional,willfully or wantonly negligent, or done with conscious indifference or reckless disregard
for the safety of others.
H. As used in paragraphs A and B above, the term "employee" means any person,
including an officer or director, who is in the paid service of the Corporation, but does not include
an independent contractor.
I. As used in paragraphs A, D, E, and F above, the term "volunteer" means any person
rendering services for or on behalf of the Corporation who does not receive compensation in excess
of reimbursement for expenses incurred, and such term shall include a person serving as a director,
officer, trustee, or direct service volunteer.
J. Neither the amendment nor repeal of this Section 7:2 shall eliminate or reduce the
effect of the provisions of this Section 7:2 in respect of any matter occurring, or any cause of action,
suit, or claim that,but for this Section 7:2,would accrue or arise,prior to such amendment or repeal.
If any clause or provision of this Section 7:2 or its application is held to be unconstitutional, such
invalidity shall not affect other clauses, provisions, or applications of this Section 7:2 that can be
given effect without the invalid cause or provision and shall not affect or nullify the remainder of this
Section 7:2 or any other clause or provision. If the Texas Civil Practice & Remedies Code is
hereinafter amended to further eliminate or limit the personal liability of directors, officers, trustees,
employees, or volunteers of the Corporation, then the liability of such person shall be eliminated or
limited to the fullest extent permitted by the Texas Practice&Remedies Code, as so amended from
time to time.
BYLAWS OF LENA POPE HOME,INC. Page 9
Section 7:3 -Indemnification:
A. The Corporation shall indemnify, to the extent provided in the following paragraphs,
any person who is or was a director, officer, agent, trustee, or employee of the Corporation and
any person who serves or served at the Corporation's request as a director, officer, trustee, agent,
(including any person appointed by the Corporation to act on any of the Corporation's committees),
employee,partner, or trustee of another corporation or of a partnership,joint venture,trust, or other
enterprise. In the event the provisions of indemnification set forth below are more restrictive than
the provisions ofindemnification allowed by Article 1396-2.22A of the Texas Non-Profit Corporation
Act, then such persons named above shall be indemnified to the full extent permitted by Article
1396-2.22A of the Texas Non-Profit Corporation Act as it may exist from time to time.
B. In case of a threatened or pending suit, action, or proceeding(whether civil, criminal,
administrative, or investigative) against a person named in paragraph A above by reason of such
person's holding a position named in such paragraph A,the Corporation shall indemnify such person
if such person satisfied the standard contained in paragraph C, for amounts actually and reasonably
incurred by such person in connection with the defense or settlement of the suit as expenses
(including court costs and attorneys'fees), amounts paid in settlement,judgments, and fines. In the
event the person is found liable to the Corporation or is found liable on the basis that personal benefit
was improperly received by him or her, the indemnification (1) is limited to reasonable expenses
actually incurred by the person in connection with the proceeding and(2)shall not be made in respect
of any proceeding in which the person shall have been found liable for willful or intentional conduct
in the pay of his or her duty to the Corporation.
C. A person named in paragraph A above will be indemnified only if it is determined in
accordance with paragraph D below that such person:
(1) acted in good faith in the transaction which is the subject of the suit; and
(2) reasonably believed:
(a) ifacting in his or her official capacity as director,officer,trustee,agent
or employee of the Corporation, that his or her conduct was in the best interests of the Corporation;
and
(b) in all other cases, that his or her conduct was not opposed to the best
interests of the Corporation.
(3) in the case of any criminal proceeding,had no reasonable cause to believe that
his or her conduct was unlawful.
The termination of a proceeding by judgment, order, settlement, conviction, or upon a plea of nolo
contendere or its equivalent will not, or itself, create a presumption that such person failed to satisfy
the standard contained in this paragraph C.
BYLAWS OF LENA POPE HOME,INC. Page 9
D. A determination that the standard of paragraph C above has been satisfied must be
made:
(1) by a majority vote of a quorum consisting of directors who at the time of the
vote are not named defendants or respondents in the proceedings; or
(2) if such quorum cannot be obtained, by a majority vote of a committee of the
Board of Directors, designated to act in the matter by a majority vote of all directors, consisting
solely of two or more directors who at the time of the vote are not named defendants or respondents
in the proceeding; or
(3) by special legal counsel selected by the Board of Directors or a committee of
the Board by vote as set forth in subparagraphs (1) or (2) above, or, if such a quorum cannot be
obtained and such a committee cannot be established, by a majority vote of all directors.
E. Authorization of indemnification and determination as to reasonableness of expenses
must be made in the same manner as the determination that indemnification is permissible, except that
if the determination that indemnification is permissible is made by special legal counsel, authorization
of indemnification and determination as to reasonableness of expenses must be made in the manner
specified b subparagraph D(3) above for the selection of special legal counsel.
F. The Corporation may reimburse or pay in advance any reasonable expenses(including
court costs and attorneys' fees) which may become subject to indemnification under paragraphs A
through E above,but only in accordance with the provisions as stated in paragraph D above,and only
after the person to receive the payment (i) signs a written affirmation of his or her good faith belief
that he or she has met the standard of conduct necessary for indemnification under paragraph C, and
(ii)undertakes in writing to repay such advances unless it is ultimately determined that such person
is entitled to indemnification by Corporation. The written undertaking required by this paragraph
must be an unlimited general obligation of the director but need not be secured. It may be accepted
without reference to financial ability to make repayment.
G. The indemnification provided by paragraphs A through E above will not be exclusive
of any other rights to which a person may be entitled by law, bylaw, agreement, vote of members or
disinterested directors, or otherwise.
H. The indemnification and advance payment provided by paragraphs Athrough F above
will continue as to a person who has ceased to hold a position named in paragraph A above and will
inure to such person's heirs, executors, and administrators.
I. The Corporation may purchase and maintain insurance on behalf of any person who
holds or has held any position named in paragraph A above against any liability incurred by such
person in any such position, or arising out of such person's status as such, whether or not the
Corporation would have power to indemnify such person against such liability under paragraphs A
through G above.
BYLAWS OF LENA POPE HOME,INC. Page 10
J. Indemnification payments and advance payments made under paragraphs A through
I above are to be reported in writing to the directors of the Corporation at the next notice or waiver
of notice of annual meeting, or within twelve whichever is sooner.
ARTICLE VIII-INTERESTED DIRECTORS AND OFFICERS
Section 8:1 -General Rule: If Section 8:2 below is satisfied,no contract or other transaction between
the Corporation and any of its directors or officers(or any Corporation or firm in which any of them
is directly or indirectly interested)will be invalid solely because of this relationship or because of the
presence of such director or officer at the meeting authorizing such contract or transaction of such
person's participation in such meeting or authorization.
Section 8:2 -Limitation: Section 8:1 above will apply only if:
A. The contract or transaction is fair to the Corporation as of the time it is authorized or
ratified by the Board of Directors or a committee of the Board; or
B. The material facts of the relationship or interest of each such director or officer are
known or disclosed to the Board of Directors and it nevertheless authorizes or ratifies the contract
or transaction by a majority of the directors present, each such interested director to be counted in
determining whether a quorum is present but not in calculating the majority necessary to carry the
vote.
Section 8:3: -Non-Invalidation: The provisions contained in Sections 8:1 and 8:2 above may not be
construed to invalidate a contract or transaction which would be valid in the absence of such
provision.
ARTICLE IX - ORGANIZATION'S ASSETS
Section 9:1 - Dissolution Clause: Upon dissolution of the Corporation or the winding up of its
affairs, the Board of Directors shall, after paying or making provision for the payment of all of the
liabilities of the Corporation, dispose of all of the assets of the Corporation exclusively for the
purposes of the Corporation to the Lena Pope Foundation,Inc., a Texas nonprofit corporation, if at
such time the Lena Pope Foundation, Inc. qualifies as an exempt organization under Section
501(c)(3) of the Code. In the event the Lena Pope Foundation, Inc. does not qualify as such, the
Corporation's assets shall be disposed of exclusively for the purposes of the Corporation in. such
manner or to such other organization or organizations organized and operated exclusively for
charitable, educational, religious, or scientific purposes as shall at the time qualify as an exempt
organization or organizations under Section 501(c)(3)of the Code, as the Board of Directors shall
determine.
ARTICLE X- MISCELLANEOUS PROVISIONS
Section 10:1 - Books and Records: The Corporation shall keep correct and complete books and
records of account and shall also keep minutes of the proceedings ofits members,Board ofDirectors,
BYLAWS OF LENA POPE HOME,INC. Page I I
r
and committees, which have any of the authority of the Board, and shall keep these
books, records, and minutes at the registered office along with a record giving the names
and addresses of its members.
Section 10:2 —Fiscal Year: The fiscal year of the Corporation shall begin on the first day
of September and end on the last day of August of each year, or as otherwise shall be
determined by resolution of the Board of Directors.
Section 10:3 — Seal: The Corporation shall have a corporation seal which shall be in the
form of a circle, upon which is inscribed the words, "Corporate Seal of the Lena Pope
Home, Inc."
Section 10:4 — Waiver of Notice: Whenever any notice is required to be given under the
provisions of the Non-Profit Corporation Act of Texas or under the provisions of these
Bylaws, a waiver thereof in writing signed by the person or persons entitled to such a
notice, whether before or after the time stated therein, shall be deemed equivalent to the
giving of such notice.
ARTICLE XI—AMENDMENT TO THE BYLAWS
The Bylaws may be altered, amended, or repealed, and new Bylaws may be adopted by
two-thirds of the members of the Board of Directors present at any annual or special
meeting if at least ten day's prior written notice to said meeting is given of such intention
to alter, amend, or repeal these Bylaws. The change shall become effective immediately.
Approved by the Board of Directors at its regularly scheduled meeting on September 30,
2003.
LENA POPE HOME,INC.
J ie Kleberg, Preside
Stewart Henderson
BYLAWS OF LENA POPE HOME,INC. Page 12
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 9/21/2004
DATE: Tuesday, September 21, 2004
LOG NAME: 50WRAPAROUND REFERENCE NO.: **C-20286
SUBJECT:
Execute Annual Professional Services Contracts for Wraparound Facilitators Funded by a Grant
from the U.S. Department of Health and Human Services for a Child Mental Health Initiative (CMHI)
Co-operative Agreement
RECOMMENDATION:
It is recommended that the City Council authorize contracts for sixteen Wraparound facilitators with seven
agencies for emotionally disturbed children residing in the City of Fort Worth to begin September 30, 2004,
and expire September 29, 2005, with options to renew for three one-year periods contingent upon receipt of
third year funding for this grant.
DISCUSSION:
The goal for the Child Mental Health Initiative, "Children's Voices, Family Choices, Community
Solutions: Building Blocks for Healthy Families, " is to create a new way of providing mental health
services for children with severe emotional disturbances. The key component for making this happen is a
process called Wraparound. The goal of Wraparound is to create a collaborative system infrastructure that
will provide individualized, child-centered, family-driven services and support for children with serious
emotional disturbance and their families.
To increase the current capacity of eight Wraparound facilitators, Community Solutions is requesting an
additional eight Full Time Equivalents (FTEs). Community Solutions intends to contract with the following
qualified agencies to serve as Wraparound Facilitators for local families. They aim to serve 160 children
and their families.
A Request For Proposal (RFP) process resulted in evaluation and interview of the eight agencies who
responded. Based on proposals received four agencies who were already providing services, will receive
funds for one additional Wraparound facilitator and two new agencies will receive funds for two
Wraparound facilitators each. A complete proposal matrix is attached. All funds for these contracts are
provided by the grant from the U.S. Department of Health and Human Services, which was first approved
by the City Council on April 23, 2002 (M&C C-19063).
Current Agency Current FTE5 Additional FTEs Budgeted Amount
All Church Home 2 1 $177,916.00
Catholic Charities 2 1 $156,927.00
Lena Pope Home 2 1 $203,828.00
MHMR 1 1 $98,481.77
The Parenting Center 1 0 $64,523.00
Logname: 50WRAPAROUND Page 1 of 2
New Agency Current FTEs Additional FTEs Budgeted Amount
Santa Fe Adolescent Services 0 2 $124,289.00
The Bridge Youth and Family Services 0 2 $119,658.00
GRAND TOTAL $945,622.77
RENEWAL OPTIONS - These contracts may be renewed by the City Manager for up to three successive
one-year terms at the City's option provided that the City Council has appropriated sufficient funds to
satisfy the City's obligations during the renewal term.
PROPOSAL ADVERTISEMENT - This bid was advertised in the Commercial Recorder on June 9 and
June 16, 2004. Twenty-four agencies were contacted and eight responses were received.
PROPOSAL MATRIX -see attached.
M/WBE - A waiver of the goal for M/WBE subcontracting requirements was requested by the Purchasing
Division and approved by the M/WBE Office because services are from sources where subcontracting
opportunities are negligible.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that upon approval of the above recommendations and receipt of the
SAMHSA grant contract, funds will be available in the Fiscal Year 2004-2005 operating budget of the
Grants Fund.
TO Fund/Account/Centers FROM Fund/Account/Centers
GR76 539120 050416783010 $0.00 GR76 539120 050416783010 $945.622.77
Submitted for City Manager's Office by_: Joe Paniagua (6191)
Originating Department Head: Daniel Reimer (7201)
Additional Information Contact: Sherwin Daryani (8568)
Logname: 50WRAPAROUND Page 2 of 2
d
Community Solutions
Grading Summaries for Wraparound Proposals
Total Project Innovation Sustainability Increased Cost Benefit Total Comments
Proposer Possible Goals Sustainability* Overall
Score Score
Catholic Charities 1100 217 216 304 107 198 1042 Very strong proposal.
1 FTE Innovative ideas. Will seek
Spanish-speaking employee.
The Bridge 1100 219 187 400 210 1016 Very strong proposal. Well
2 FTE researched. Strong agency
commitment.
All Church Home 1100 220 215 300 110 152 997 Lacks cost benefit section.
I FTE Strong sustainability
component. Strong support for
the Faith-Based Initiative.
Lena Pope Home 1100 212 183 305 99 194 993 Innovation section weak.
1 FTE Strong sustainability
component. Split btwn 2 staff
Santa Fe Adolescent 1100 196 217 373 196 982 Strong proposal. Cost benefit
Services 2 FTE section week but overall good
effort. Bilingual.
MHMR 1100 215 174 276 97 182 944 Strong proposal. Streamline
1 FTE agency forms. Family
involvement. 1 FT or 2 PT?
The Parenting 1100 190 148 261 82 185 866 Lacks innovation and increased
Center No sustainability efforts. Relies
award too heavily on 1 program vs.
system integration.
Women's Haven 1100 160 146 260 160 729 Lacks innovation and effective
No sustainability efforts. Would
award like to see more integration of
philosophy into existing
operations.
Proposals were reviewed and graded by the Community Solutions Advisory Board,consisting of 11 members.
Scores are totals,combining individual scores into overall scores.
Increased sustainability was required only for those agencies currently contracted who were requesting additional staff. In this case,there was a total of 30 points available for
'sustairiability and 10 paints available for'increased sustainability. For new proposers,there were 40 points available for'sustainability'and they were not graded for'increased sustainability
efforts.