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HomeMy WebLinkAboutC15-384 Trio Therapy Partners, LLC AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN EAGLE COUNTY,COLORADO AND TRIO THERAPY PARTNERS,LLC Air' THIS AGREEMENT("Agreement")is effective as of the C. day of a C Z66YL. ,2015 by and between Trio Therapy Partners,LLC a Colorado limited liability company(hereinafter"Consultant"or "Contractor")and Eagle County,Colorado,a body corporate and politic(hereinafter"County"). RECITALS WHEREAS,the County,through its Department of Health and Human Services("HHS")works to promote the health,safety and welfare of County residents of all ages;and WHEREAS,the County uses outside providers and professionals to enhance the ability of County to promote such health, safety and welfare; and WHEREAS,County desires to hire Consultant to perform the Services defined below in paragraph 1; and WHEREAS,Consultant is authorized to do business in the State of Colorado and has the time,skill, expertise,and experience necessary to provide the Services;and WHEREAS,this Agreement shall govern the relationship between Consultant and County in connection with the Services. AGREEMENT NOW,THEREFORE,in consideration of the foregoing and the following promises Consultant and County agree as follows: 1. Services. Consultant agrees to diligently provide all services, labor,personnel and materials necessary to perform and complete the services described in Exhibit A("Services")which is attached hereto and incorporated herein by reference.The Services shall be performed in accordance with the provisions and conditions of this Agreement. a. Consultant agrees to furnish the Services in accordance with the schedule established in Exhibit A. If no completion date is specified in Exhibit A,then Consultant agrees to furnish the Services in a timely and expeditious manner consistent with the applicable standard of care. By signing below Consultant represents that it has the expertise and personnel necessary to properly and timely perform the Services. b. In the event of any conflict or inconsistency between the terms and conditions set forth in Exhibit A and the terms and conditions set forth in this Agreement,the terms and conditions set forth in this Agreement shall prevail. CIS-359 • c. Consultant agrees that it will not enter into any consulting or other arrangements with third parties that will conflict in any manner with the Services. 2. County's Representative. The Protection Manager for Children,Family&Adult Services Department's designee shall be Consultant's contact with respect to this Agreement and performance of the Services. 3. Term of the Agreement. This Agreement shall commence upon the date first written above,and subject to the provisions of paragraph 11 hereof, shall continue in full force and effect through the 31St day of May,2016. 4. Extension or Modification. This Agreement may not be amended or supplemented,nor may any obligations hereunder be waived,except by agreement signed by both parties. No additional services or work performed by Consultant shall be the basis for additional compensation unless and until Consultant has obtained written authorization and acknowledgement by County for such additional services in accordance with County's internal policies. Accordingly,no course of conduct or dealings between the parties,nor verbal change orders,express or implied acceptance of alterations or additions to the Services, and no claim that County has been unjustly enriched by any additional services,whether or not there is in fact any such unjust enrichment,shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by County for such additional services is not timely executed and issued in strict accordance with this Agreement,Consultant's rights with respect to such additional services shall be deemed waived and such failure shall result in non-payment for such additional services or work performed. 5. Compensation. County shall compensate Consultant for the performance of the Services in a sum computed and payable as set forth in Exhibit A. The performance of the Services under this Agreement shall not exceed$10,000. Contractor shall not be entitled to bill at overtime and/or double time rates for work done outside of normal business hours unless specifically authorized in writing by County. a. For reimbursement Contractor must submit invoices monthly. Invoices shall include a description of Services performed. If County is not satisfied with the completeness of a submitted invoice,County may request Contractor to either revise the invoice or provide additional information. Payment will be made for Services satisfactorily performed within thirty(30)days of receipt of a proper and accurate invoice. All invoices shall include detail regarding the hours spent,tasks performed,who performed each task and such other detail as County may request. All invoices must be mailed or delivered in-person to the following address to ensure proper payment. Invoices sent by fax or e-mail will not be accepted. Eagle County Health and Human Services Business Office 550 Broadway 2 Eagle County HHS Prof Sery Final 5/14 Post Office Box 660 Eagle,CO 81631 b. Any out-of-pocket expenses to be incurred by Consultant and reimbursed by County shall be identified on Exhibit A. Out-of-pocket expenses will be reimbursed without any additional mark-up thereon and are included in the not to exceed contract amount set forth above. Out-of-pocket expenses shall not include any payment of salaries,bonuses or other compensation to personnel of Consultant. Consultant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically approved in writing by County. c. If,prior to payment of compensation or reimbursement for Services but after submission to County of a request therefore by Contractor,County reasonably determines that payment as requested would be improper because the Services were not performed as prescribed by the provisions of this Agreement,the County shall have no obligation to make such payment.If,at any time after or during the term or after termination or expiration of this Agreement,County reasonably determines that any payment theretofore paid by County to Contractor was improper because the Services for which payment was made were not performed as set forth in this Agreement,then upon written notice of such determination and request for reimbursement from County,Consultant shall forthwith return such payment(s)to County. Upon termination or expiration of this Agreement,unexpended funds advanced by County, if any,shall forthwith be returned to County. d. All funds received by Contractor under this Agreement shall be or have been expended solely for the purpose for which granted,and any funds not so expended,including funds lost or diverted for other purposes, shall be returned to County. Contractor shall provide the County with progress reports upon County's request;or Contractor shall furnish progress reports as more specifically set forth in the attached Exhibit A. e. County will not withhold any taxes from monies paid to the Consultant hereunder and Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. f. Notwithstanding anything to the contrary contained in this Agreement,County shall have no obligations under this Agreement after,nor shall any payments be made to Consultant in respect of any period after December 31 of any year,without an appropriation therefor by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25,title 30 of the Colorado Revised Statutes,the Local Government Budget Law(C.R.S.29-1-101 et. seq.)and the TABOR Amendment(Colorado Constitution,Article X, Sec. 20). 6. Sub-consultants. Consultant acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any sub-consultant agreements for the performance of any of the Services or additional services without County's prior written consent,which may be withheld in County's sole discretion. County shall have the right in its reasonable discretion to approve all personnel assigned to the subject project during the performance of this Agreement and no personnel to whom County has an objection, in its reasonable 3 Eagle County HHS Prof Sery Final 5/14 discretion, shall be assigned to the project. Consultant shall require each sub-consultant,as approved by County and to the extent of the Services to be performed by the sub-consultant,to be bound to Consultant by the terms of this Agreement,and to assume toward Consultant all the obligations and responsibilities which Consultant,by this Agreement,assumes toward County. County shall have the right(but not the obligation)to enforce the provisions of this Agreement against any sub-consultant hired by Consultant and Consultant shall cooperate in such process. The Contractor shall be responsible for the acts and omissions of its agents,employees and sub-consultants or sub-contractors. 7. Insurance. Consultant agrees to provide and maintain at Consultant's sole cost and expense,the following insurance coverage with limits of liability not less than those stated below: a. Types of Insurance. i. Workers' Compensation insurance as required by law.- Omitted secondary to not having employees at this time. ii. Intentionally Omitted. iii. Commercial General Liability coverage to include premises and operations, personal/advertising injury,products/completed operations,broad form property damage with limits of liability not less than$1,000,000 per occurrence and$2,000,000 aggregate limits. iv. Professional liability insurance with prior acts coverage for all Services required hereunder, in a form and with an insurer or insurers satisfactory to County,with limits of liability of not less than$1,000,000 per claim and$2,000,000 in the aggregate. In the event the professional liability insurance is on a claims-made basis,Consultant warrants that any retroactive date under the policy shall precede the effective date of this Agreement. Continuous coverage will be maintained during any applicable statute of limitations for the Services. v. Intentionally Omitted b. Other Requirements. i. The commercial general liability coverage and such other coverage as indicated above shall be endorsed to include Eagle County, its associated or affiliated entities, its successors and assigns,elected officials, employees,agents and volunteers as additional insureds. ii. Consultant's certificates of insurance shall include sub-consultants as additional insureds under its policies or Consultant shall furnish to County separate certificates and endorsements for each sub-consultant. All coverage(s)for sub-consultants shall be subject to the same minimum requirements identified above. Consultant and sub-consultants,if any, shall maintain the foregoing coverage in effect until the Services are completed. In addition,all such policies shall be kept in force by Consultant and its sub-consultants until the applicable statute of limitations for the Services has expired. 4 Eagle County HHS Prof Sery Final 5/14 • • iii. Insurance shall be placed with insurers duly licensed or authorized to do business in the State of Colorado and with an"A.M.Best"rating of not less than A-VII. iv. Consultant's insurance coverage shall be primary and non-contributory with respect to all other available sources. Consultant's policy shall contain a waiver of subrogation against Eagle County. v. All policies must contain an endorsement affording an unqualified thirty(30) days notice of cancellation to County in the event of cancellation of coverage. vi. All insurers must be licensed or approved to do business within the State of Colorado and all policies must be written on a per occurrence basis unless otherwise provided herein. vii. Consultant's certificate of insurance evidencing all required coverage(s)is attached hereto as Exhibit B. Upon request,Consultant shall provide a copy of the actual insurance policy and/or required endorsements required under this Agreement within five(5)business days of a written request from County,and hereby authorizes Consultant's broker,without further notice and authorization by Consultant,to immediately comply with any written request of County for a complete copy of the policy. viii. Consultant shall advise County in the event the general aggregate or other aggregate limits are reduced below the required per occurrence limit. Consultant,at its own expense,will reinstate the aggregate limits to comply with the minimum limits and shall furnish County a new certificate of insurance showing such coverage. ix. If Consultant fails to secure and maintain the insurance required by this Agreement and provide satisfactory evidence thereof to County, County shall be entitled to immediately terminate this Agreement. x. The insurance provisions of this Agreement shall survive expiration or termination hereof. xi. The parties hereto understand and agree that the County is relying on, and does not waive or intend to waive by any provision of this Agreement,the monetary limitations or rights, immunities and protections provided by the Colorado Governmental Immunity Act,as from time to time amended,or otherwise available to County, its affiliated entities,successors or assigns, its elected officials,employees,agents and volunteers. xii. Consultant is not entitled to workers' compensation benefits except as provided by the Consultant,nor to unemployment insurance benefits unless unemployment compensation coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal and state income tax on any moneys paid pursuant to this Agreement. 5 Eagle County HHS Prof Sery Final 5/14 8. Indemnification. The Consultant shall indemnify and hold harmless County,and any of its officers,agents and employees against any losses,claims, damages or liabilities for which County may become subject to insofar as any such losses,claims,damages or liabilities arise out of,directly or indirectly,this Agreement,or are based upon any performance or nonperformance by Consultant or any of its sub-consultants hereunder including claims for bodily injury or personal injury including death,or loss or damage to tangible or intangible property;and Consultant shall reimburse County for reasonable attorney fees and costs, legal and other expenses incurred by County in connection with investigating or defending any such loss,claim,damage, liability or action. This indemnification shall not apply to claims by third parties against the County to the extent that County is liable to such third party for such claims without regard to the involvement of the Consultant. This paragraph shall survive expiration or termination hereof. 9. Ownership of Documents. All documents prepared by Consultant in connection with the Services shall become property of County. Consultant shall execute written assignments to County of all rights (including common law, statutory,and other rights, including copyrights)to the same as County shall from time to time request. For purposes of this paragraph,the term"documents"shall mean and include all reports,plans, studies,tape or other electronic recordings,drawings, sketches,estimates,data sheets, maps and work sheets produced,or prepared by or for Consultant(including any employee or subcontractor in connection with the performance of the Services and additional services under this Agreement). 10. Notice. Any notice required by this Agreement shall be deemed properly delivered when(i) personally delivered,or(ii)when mailed in the United States mail,first class postage prepaid,or(iii) when delivered by FedEx or other comparable courier service,charges prepaid,to the parties at their respective addresses listed below,or(iv)when sent via facsimile so long as the sending party can provide facsimile machine or other confirmation showing the date,time and receiving facsimile number for the transmission,or(v)when transmitted via e-mail with confirmation of receipt. Either party may change its address for purposes of this paragraph by giving five(5)days prior written notice of such change to the other party. COUNTY: Eagle County,Colorado Attention: Kendra Schleff,LCSW 500 Broadway Post Office Box 660 Eagle,CO 81631 Telephone: 970-328-8827 Facsimile: 855-848-8826 E-Mail: Kendra.Schleff @eaglecounty.us With a copy to: Eagle County Attorney 500 Broadway Post Office Box 850 6 Eagle County HHS Prof Sery Final 5/14 Eagle, Co 81631 Telephone: 970-328-8685 Facsimile: 970-328-8699 E-Mail: atty @eaglecounty.us CONSULTANT: Trio Therapy Partners,LLC Lauren Shaeffer,DPT and Kristi Moon PO Box 4002,Eagle CO 81631 Phone: 970-306-7505 11. Termination. County may terminate this Agreement, in whole or in part,at any time and for any reason,with or without cause,and without penalty therefor with seven(7)calendar days' prior written notice to the Consultant. Upon termination of this Agreement,Consultant shall immediately provide County with all documents as defined in paragraph 9 hereof, in such format as County shall direct and shall return all County owned materials and documents. County shall pay Consultant for Services satisfactorily performed to the date of termination. 12. Venue,Jurisdiction and Applicable Law. Any and all claims,disputes or controversies related to this Agreement,or breach thereof, shall be litigated in the District Court for Eagle County,Colorado, which shall be the sole and exclusive forum for such litigation. This Agreement shall be construed and interpreted under and shall be governed by the laws of the State of Colorado. 13. Execution by Counterparts;Electronic Signatures. This Agreement may be executed in two or more counterparts,each of which shall be deemed an original,but all of which shall constitute one and the same instrument. The parties approve the use of electronic signatures for execution of this Agreement. Only the following two forms of electronic signatures shall be permitted to bind the parties to this Agreement: (i) Electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the image of the signature of an authorized signer inserted onto PDF format documents. All documents must be properly notarized, if applicable. All use of electronic signatures shall be governed by the Uniform Electronic Transactions Act, C.R.S.24-71.3-101 to 121. 14. Other Contract Requirements. a. In rendering the Services hereunder,Contractor shall comply with the highest standards of customer service to the public. Contractor shall provide appropriate supervision of its employees to ensure the maintenance of these high standards of customer service and professionalism are maintained. The performance of such obligation shall be determined at the sole discretion of County.In the event County finds these standards of customer service are not being met by Contractor,County may terminate this Agreement, in whole or in part,upon seven(7)days' notice to Contractor. b. Consultant shall be responsible for the completeness and accuracy of the Services, including all supporting data or other documents prepared or compiled in performance of the Services, 7 Eagle County HHS Prof Sery Final 5/14 and shall correct,at its sole expense,all significant errors and omissions therein. The fact that the County has accepted or approved the Services shall not relieve Consultant of any of its responsibilities. Consultant shall perform the Services in a skillful,professional and competent manner and in accordance with the standard of care, skill and diligence applicable to Consultants performing similar services. This paragraph shall survive termination of this Agreement. c. Consultant represents and warrants that it has the expertise and personnel necessary to properly perform the Services and covenants that its professional personnel are duly licensed to perform the Services within Colorado. d. Consultant agrees to work in an expeditious manner,within the sound exercise of its judgment and professional standards, in the performance of this Agreement. Time is of the essence with respect to this Agreement. e. This Agreement constitutes an agreement for performance of the Services by Consultant as an independent contractor and not as an employee of County. Nothing contained in this Agreement shall be deemed to create a relationship of employer-employee,master-servant,partnership,joint venture or any other relationship between County and Consultant except that of independent contractor. Consultant shall have no authority to bind County. f. Consultant represents and warrants that at all times in the performance of the Services, Consultant shall comply with any and all applicable federal and state laws,codes,rules and regulations. g. Contractor shall comply with the Civil Rights Act of 1964 and Section 504, Rehabilitation Act of 1973,concerning discrimination on the basis of race,color,sex,age,religion, political beliefs,national origin or handicap. h. This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all other agreements or understanding between the parties with respect thereto. i. Consultant shall not assign any portion of this Agreement without the prior written consent of the County. Any attempt to assign this Agreement without such consent shall be void. j. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective permitted assigns and successors in interest.Enforcement of this Agreement and all rights and obligations hereunder are reserved solely for the parties,and not to any third party. k. No failure or delay by either party in the exercise of any right hereunder shall constitute a waiver thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding breach. 1. The invalidity, illegality or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision hereof. 8 Eagle County HHS Prof Sery Final 5/14 m. Consultant shall maintain for a minimum of three years,adequate financial and other records for reporting to County. Consultant shall be subject to financial audit by federal,state or county auditors or their designees. Consultant authorizes such audits and inspections of records during normal business hours,upon 48 hours'notice to Consultant.Consultant shall fully cooperate during such audit or inspections. n. The signatories to this Agreement aver to their knowledge,no employee of the County has any personal or beneficial interest whatsoever in the Services or Property described in this Agreement.The Consultant has no beneficial interest,direct or indirect,that would conflict in any manner or degree with the performance of the Services and Consultant shall not employ any person having such known interests. o. The Consultant,if a natural person eighteen(18)years of age or older,hereby swears and affirms under penalty of perjury that he or she(i)is a citizen or otherwise lawfully present in the United States pursuant to federal law,(ii)to the extent applicable shall comply with C.R.S.24-76.5-103 prior to the effective date of this Agreement. 15. Prohibitions on Government Contracts. As used in this Section 15,the term undocumented individual will refer to those individuals from foreign countries not legally within the United States as set forth in C.R.S. 8-17.5-101,et. seq.If Consultant has any employees or subcontractors,Consultant shall comply with C.R.S. 8-17.5-101,et. seq.,and this Agreement. By execution of this Agreement,Consultant certifies that it does not knowingly employ or contract with an undocumented individual who will perform under this Agreement and that Consultant will participate in the E-verify Program or other Department of Labor and Employment program ("Department Program")in order to confirm the eligibility of all employees who are newly hired for employment to perform Services under this Agreement. a. Consultant shall not: i. Knowingly employ or contract with an undocumented individual to perform Services under this Agreement; or ii. Enter into a subcontract that fails to certify to Consultant that the subcontractor shall not knowingly employ or contract with an undocumented individual to perform work under the public contract for services. b. Consultant has confirmed the employment eligibility of all employees who are newly hired for employment to perform Services under this Agreement through participation in the E-Verify Program or Department Program,as administered by the United States Department of Homeland Security. Information on applying for the E-verify program can be found at: 9 Eagle County HHS Prof Sery Final 5/14 c. Consultant shall not use either the E-verify program or other Department Program procedures to undertake pre-employment screening of job applicants while the public contract for services is being performed. d. If Consultant obtains actual knowledge that a subcontractor performing work under the public contract for services knowingly employs or contracts with an undocumented individual, Consultant shall be required to: i. Notify the subcontractor and County within three (3) days that Consultant has actual knowledge that the subcontractor is employing or contracting with an undocumented individual; and ii. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to subparagraph (i) of the paragraph (d) the subcontractor does not stop employing or contracting with the undocumented individual; except that Consultant shall not terminate the contract with the subcontractor if during such three(3)days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an undocumented individual. e. Consultant shall comply with any reasonable request by the Department of Labor and Employment made in the course of an investigation that the department is undertaking pursuant to its authority established in C.R.S. 8-17.5-102(5). f. If Consultant violates these prohibitions,County may terminate the Agreement for breach of contract. If the Agreement is so terminated specifically for breach of this provision of this Agreement, Consultant shall be liable for actual and consequential damages to County as required by law. g. County will notify the Colorado Secretary of State if Consultant violates this provision of this Agreement and County terminates the Agreement for such breach. (REST OF PAGE INTENTIONALLY LEFT BLANK) 10 Eagle County HHS Prof Sent Final 5/14 IN WITNESS WHEREOF,the parties have executed this Agreement the day and year first set forth above. COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its COUNTY MANAGER 'das"1 : By: Brent Mc all, C unty Manager TRIO THERAPY PARTNERS,LLC: By: Print Name: Lcu.rw F. �ti,�e4 e Title: D cLrvk ; cca l Ths...cct.e ts-� 11 Eagle County HITS Prof Sery Final 5/14 1 EXHIBIT A SCOPE OF SERVICES, SCHEDULE,FEES 12 Eagle County HHS Prof Sery Final 5/14 Trio Therapy Partners Scope of Practice, Scheduling Information and Fee Structure for Children, Youth and Families in Eagle County, Colorado Scope of Work for Trio Therapy Partners Trio Therapy Partners is requesting to provide Recreational/Therapeutic Therapy for Children. Trio Therapy Partners specializes in offering Hippotherapy, Equine Facilitated Learning and Therapeutic Riding these three categories fall under a bigger umbrella of Equine Assisted Activities and Therapies. We started in the summer of 2014 as a collaboration of providers providing services and assessing the viability of establishing a program in Eagle County. It was met with great success and positive outcomes from every participant. Our EFL program has been running through the winter and our hippotherapy program will start again June 1st of 2015. Trio Therapy Partners is run and owned by Kristi Moon and Lauren Shaeffer. Kristi specializes in our EFL programs and Lauren specializes in our hippotherapy services and both therapists can also provide Therapeutic Riding Instruction as well as group services. Our programs are based out of the Mountain Valley Horse Rescue site primarily in the colder months and we transition our program to a property on Brush Creek Road (5 miles from the town of Eagle). Both Kristi and Lauren hold certifications (please see Experience section below) and Trio Therapy Partners is a proud center member of the Professional Association of Therapeutic Horsemanship International (PATH). Trio Therapy Partners currently offers two primary services: Hippotherapy and Equine Facilitated Learning. We also offer a Therapeutic Riding instruction if more appropriate for each client's needs. These innovative strategies utilize the equine as a therapeutic partner to achieve specific goals. The natural stride, rhythm and demeanor of the horse allow them to offer a unique healing opportunity to the client as well as provide feedback regarding balance, stability and sensory input. Horses are also great teachers of self-awareness; they are keenly alert, intuitive, emotional, and authentic animals. Horses maintain a state of constant awareness because their survival depends on instinctively scanning all aspects of their environment. Interacting with horses can help illuminate our patterns of contact by allowing us to receive direct and immediate feedback from the horse on our intentions, behaviors, and incongruities. In addition to these benefits the clients tend to enjoy their relationship with the horse which greatly increases their desire to participate in therapy. Equine Facilitated Learning (EFL) is an educational approach to equine assisted activities. The Trio EFL Program is a blending of several principals including Gestalt Therapy to facilitate personal growth, social and emotional development, and other life skills through equine interactions. These activities can include ground work or mounted riding with our equine partners. Benefits include but are not limited to; improved self-awareness, self-esteem and self- confidence, greater understanding of leadership and decision making skills. These activities can improve the understanding of an individual's non-verbal skills and fosters a greater connection within relationships. Equine Learning can benefit but is not limited to the following conditions and diagnoses; Attention Deficit Disorder, Autism Spectrum Disorders, abuse issues, developmental, learning and emotional disabilities. Hippotherapy, derived from the Greek word "hippos" meaning horse, is a unique treatment strategy used by Physical, Occupational and Speech therapists as part of a clients individualized treatment plan. This strategy is used to address underlying impairments and functional limitations of participants. Benefits include but are not limited to; increased strength and flexibility, improved coordination, circulation and breathing, while also promoting sensory integration and self-confidence. Hippotherapy can be an excellent strategy for a variety of diagnoses and impairments including but not limited to; Traumatic Brain Injury, Spinal Cord Injury, Stroke, Multiple Sclerosis, Parkinson's, Cerebral Palsy, Developmental delay, Spina Bifida, Down's Syndrome and Autism Spectrum Disorders. Therapeutic Riding (TR) is an equine assisted activity for the purpose of contributing positively to the cognitive, physical, emotional and social well being of individuals with special needs. TR provides benefits in the areas of healthy education, sport and recreation. The primary focus is teaching riding skills to individuals whom may need specialized instruction and adaptations. Therapeutic riding participants demonstrate improvement in flexibility, balance and muscle strength as well as an amazing platform to enjoy the outdoors. Trio Therapy Partners also offers group services for a group of children and or families. These unique therapy services are proven to be a powerful alternative and supplement to traditional therapy methods for improving the functional performance, quality of life and the social and emotional well-being for individuals and their families. Experience and Key Staff: Kristi Moon, Gestalt Equine Practitioner Kristi Moon has a passion for helping others create great joy in their lives. She combines this passion with the powerful healing ability of horses to create Equine Facilitated Learning (EFL) for individuals and families. Kristi is a Certified Holistic Life Coach and an Apprentice Teacher for Conscious Transformation, a personal and professional development system that combines modern neuroscience with ancient wisdoms to support students to shift mental and emotional patterns that may be limiting their life experiences. Kristi's programs combine many years of direct study with gifted teachers including world renowned horse clinician Mark Rashid, spiritual teacher Joey Klein and author Alan Cohen. She continues to advance her studies at the Gestalt Equine Institute of the Rockies. Gestalt Theory teaches us to be in the present moment and to cultivate personal awareness of how we connect in relationships. The horses provide instant, organic feedback to this extend. Kristi is a Registered Equine Specialist in Mental Health and Learning from the Professional Association of Therapeutic Horsemanship International (PATH). Lauren Shaeffer,DPT • A native of the Vail Valley, she earned her undergraduate degree from Montana State University in 2004 and her Doctorate of Physical Therapy from Simmons College in Boston in 2009. Lauren is passionate about working with clients recovering from and or living with neurological conditions in both the adult and pediatric populations whether at the barn or at the clinic and helping them reach their full potential. She has been involved in the equine assisted therapy world for the last 15 years as a volunteer, instructor and therapist. She is excited to bring this invaluable service to her community and help to serve many individuals. Lauren is a Registered Therapeutic Riding Instructor from the Professional Association of Therapeutic Horsemanship International (PATH and a Level 1 Therapist through the American Hippotherapy Association. Scheduling and Fee Structure Information Regarding Services: As with most therapies, Trio Therapy Partners has found that consistency pays when considering Equine Assisted Therapy. For optimal benefit, we encourage clients to schedule their visits in 8 week blocks with weekly appointments. We offer 8-session and 4-session packages. It is our policy that our clients attend sessions at least every other week, preferably weekly, in order to obtain the most benefit of the service. All services, including Equine Facilitate Learning, Hippotherapy and Therapeutic Riding, can be scheduled in 30-minute or 60-minute sessions. Our therapists will help guide each individuals to the most beneficial type of session based on the clients goals and abilities. If you are new to our program, you are welcome to start anytime. Please contact us by phone or email to secure your spot! Fee Schedule Trio Therapy Partners offers discounted packages and affordable options to fit the clients' needs. Trio recommends that clients attend weekly or every other week sessions for the most benefit. The therapists will help clients assess the different options available to meet their goals. The package prices include a discounted rate off the individual sessions. If interested in our group activities, please contact us directly for our rates. Type 8 Session Packages 4 Session Packages 60 minute sessions $600.00 $320.00 ($75.00 per session) ($80.00 per session) 30 minute sessions $320.00 $170.00 ($40.00 each session) ($42.50 per session) **** Individual sessions are $85.00 for a 60 minute session and $45.00 for a 30 minute session **** Payment Policy Payment is due in full at the time of service or a prearranged payment plan can be established. We are unable to provide service when appointments or payments are missed. We are happy to provide a statement of services rendered,previous payments and balance due at any time. Trio • does not bill insurance carriers at this time. Trio can provide a Statement of Services Bill and appropriate billing codes for participants who would like to submit to their insurance company for Physical Therapy or Occupational Therapy Services. Funding Sources At this time, Trio Therapy Partners is unable to offer direct funding for riders. We are happy to share information regarding community resources. We do accept funding from other sources with a letter of authorization and a fee schedule. TTP requires authorization letters from funding agencies BEFORE a participant can register for a session. Letters from agencies must be submitted on letterhead and can be emailed to trioeaat((gmail.com or mailed TTP at P.O. Box 4002, Eagle, CO 81631. Please contact your funding agency ASAP to begin the process. For more information, to schedule sessions or to arrange a visit with us,please contact us at 970-306-7505 or visit our website at www.triotherapypartners.com. EXHIBIT B Insurance Certificate 13 Eagle County HHS Prof Sery Final 5/14 . A, CORD TM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 07-08-2015 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: 00007 /Debi DeTurk Peloso PHONE FAX 7765 West Highway 90 (A/C No, Ext): (A/C No): Greenville, FL 32331 E-MAIL ADDRESS: INSURERIS) AFFORDING COVERAGE NAIC # INSURED INSURER A: MARKEL INSURANCE COMPANY 38970 Trio Therapy Partners, LLC INSURER B: c/o Lauren Shaeffer INSURER C: PO Box 4002 INSURER D: Eagle, CO 81631 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 ® COMMERCIAL GENERAL LIABILITY ® 0 DAMAGE TO RENTED PREMISES(Ea occurrence) $ 100,000 CLAIMS-MADE ® OCCUR MED EXP(Any one person) $ 5,0001 ❑ 0 3602AG414161-1 07-07-2015 07-07-2016 PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE S 3,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG - $ 1,000,000 ❑ POLICY ❑JECT ❑ LOC $ AUTOMOBILE LIABILITY ICI ICI COMBINED SINGLE LIMIT (Ea accident) $ ❑ANY AUTO BODILY INJURY(Per person) S El ALL OWNED E SCHEDULED AUTOS AUTOS BODILY INJURY(Per accident) $ ❑ HIRED AUTOS ❑NON-OWNED PROPERTY DAMAGE $ AUTOS CI CI (Per accident) $ UMBRELLA LIAB 0 OCCUR ❑ ❑ EACH OCCURRENCE $ EXCESS LIAB ❑CLAIMS-MADE AGGREGATE $ ❑ DED ❑RETENTION $ $ WORKERS COMPENSATION ❑ WC STATU- El 0TH- AND EMPLOYERS'LIABILITY Y/N TORY LIMITS ER ANY PROPRIETOR/PARTNER/EXECUTIVE N/A r OFFICER/MEMBER EXCLUDED? E.L.EACH ACCIDENT $ (Mandatory in NH) If yes,describe under E.L.DISEASE-EA EMPLOYEE $ DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ 1- DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(Attach ACORD 101,Additional Remarks Schedule,if more space is required) Certificate holder is included as additional insured for operations conducted by the named insured. CERTIFICATE HOLDER CANCELLATION Eagle County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION P.O.Box 660 DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY Eagle,CO 81631 PROVISIONS. AUTHORIZED REPRESENTATIVE RME Bruce A. Kay KSWO (c) 1988-2010 A CO ORATION. rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD AIM HEALTHCARE PROVIDERS SERVICE CNA ORGANIZATION PURCHASING GROUP Certificate of 3ntgurance INHPSO liraMl. .-V...�i.... .•«lr thai-arum... OCCURRENCE POLICY FORM PRODUCER I BRANCH I PREFIX I POLICY NUMBER " Policy Period: 018098 970 HPG 0583913581-8 From 05/28/15 to 05/28/16 at 12:01 AM Standard Time Named Insured Program Administered by: Healthcare Providers Service Organization Lauren Shaeffer 159 E.County PO Box 4432 ,•�'' ty Line Road Eagle, CO 81631-4432 "' Hatboro, PA 19040-1218 �' 1-800-982-9491 www.hpso.com Medical Specialty Code Insurance is provided by: Physical Therapist 80995 Excludes herd Cosmetic Procedures American Casualty Company of Reading,Pennsylvania 333 South Wabash Avenue Chicago, Illinois 60604 Professional Liability $1,000,000 each claim Your professional liability limits shown above include the following: $3,000,000 aggregate •Good Samaritan Liability •Malplacement Liability •Personal Injury Liability .•Sexual Misconduct included in the PL Limit shown above subject to$25,000 aggregate sublimit Coverage Extensions License Protection $ 25,000 per proceeding Defendant Expense Benefit 9 $ 25,000 aggregate Deposition Representation $ 1,000 per day limit $ 25,000 aggregate Assault $ 10,000 per deposition $ 10,000 aggregate $ 25,000 per incident $ 25,000 aggregate includes Workplace Violence Counseling Medical Payments $ 25,000 First Aid per person $ 100,000 aggregate Damage to Property of Others $ 10,000 per incident $ 10,000 aggregate Information Privacy IPAA)Fines&Penalties $ 10,000 per incident $ 10,000 aggregate $ 25,000 per incident $ 25,000 aggregate Workplace Liability Workplace Liability Included in Professional Liability Limit shown above Fire and Water Legal Liability Included in the PL limit above subject to$150,000 aggregate sublimit Personal Liability $1,000,000 aggregate Total:$247.00 Premium reflects self-employed,part-time rate. Policy Forms&Endorsements (Please see attached list for a general description of many common policy forms and endorsements.) G-121500-D G-121501-C G-121503-C G-145184-A G-147292-A GSL3886 GSL3908 GSL13424 GSL15563 GSL15564 GSL15565 GSL17101 G-123846-005 CNA79575 44.......taC44. .....z_ S)„.4,4,i/Ixi-4-\ .„ Chairman of the Board Secretary Keep this Certificate of Insurance in a safe place. This Certificate of Insurance and proof of payment are your proof of coverage. There is no coverage in force unless the premium is paid in full.In order to activate your coverage,please remit premium in full by the effective date of this Certificate of Insurance. Form#:G-141241-B(3/2010) Master Policy: 188711433 HPS0-604-R-PHY-H1 20150219-211 Colorado Department of Regulatory Agencies Division of Professions and Occupations Office of Physical Therapy Licensure Lauren Elizabeth Shaeffer Physical Therapist PTL.0010589 11/01/2014 Number Issue Date Active 10/31/2016 Credential Status Expire Date Verify this credential at:www.dor. olorado:ov/professions 4! Vision Director;Lauren Larson C-dential Holder SAM e