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Home My WebLink About20232238.tiff0,on ac -1- t "D#-ciq 33 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Cardiovascular Screening with Boone Heart Institute DEPARTMENT: Human Resources DATE: 9/16/25 PERSON REQUESTING: Kelly Leffler, Jill Scott Brief description of the problem/issue: In 2023 a RFP was submitted for a vendor to come onsite and provide cardiovascular screenings to Weld County employees. The bid was awarded to Boone Heart Institute. For budgetary purposes, the cardiovascular screenings are offered to each employee every other year, there for, splitting the Weld County employee population into two segments by offering the screening to the Sheriff's Office and Human Services on even years, and all other departments on odd years. We completed both 2023 and 2024 testing under the same one-year contract, not needing to renew the Boone Heart Institute contract until 2025. Per the County Attorney's recommendation we are submitting a new professional services agreement to Boone Heart Institute, from the 2023 RFP. What options exist for the Board? The BOCC can approve to move forward with the Professional Services Agreement with Boone Heart Institute and continue offering cardiovascular screenings for Weld County Employees, or the BOCC can choose to not move forward with the Professional Services Agreement. Consequences: By approving to move forward we can continue to offer preventative cardiovascular screenings to Weld County employees. Cardiovascular claims have previously been in our top most expensive health insurance claims, and since providing preventative screenings, cardiovascular claims have dropped from the list. If not approved to move forward, we risk employees having an increased risk for cardiovascular disease leading to costly health insurance claims and the potential of increased insurance premiums. Impacts: Approving this program positively impacts the cardiovascular health of our employees. Costs (Current Fiscal Year / Ongoing or Subsequent Fiscal Years): The total cost of the program for 2025 is estimated at $200,000, providing screening to 600 Weld County employees. This is included in the 2025 Wellness budget and $100,000 will be reimbursed through Aetna funds. Recommendation: Human Resources is recommending moving forward with the Professional Services Agreement with Boone Heart Institute. X'7+ AcphGo- R/ZZ/25 LC: Onbase (0-12-) `l /22/25 Z0 23 --ZZn P60035 Support Recommendation Schedule Place on BOCC Agenda Work Session Other/Comments: Perry L. Buck Scott K. James Jason S. Maxey Lynette Peppier Kevin D. Ross Iv) PROFESSIONAL SERVICE AGREEMENT BETWEEN WELD COUNTY AND BOONE HEART INSTITUTE THIS AGREEMENT is made and entered into this 16 day of September, 2025, by and between the Board of Weld County Commissioners, on behalf of HUMAN RESOURCES, hereinafter referred to as "County," and BOONE HEART INSTITUTE, hereinafter referred to as "Contractor". WHEREAS, County desires to retain Contractor to perform services as required by County and set forth in the attached Exhibits; and WHEREAS, Contractor is willing and has the specific ability, qualifications, and time to perform the required services according to the terms of this Agreement; and WHEREAS, Contractor is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the services as set forth below. NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in the attached Exhibits, each of which forms an integral part of this Agreement and are incorporated herein. The parties each acknowledge and agree that this Agreement, including the attached Exhibits, define the performance obligations of Contractor and Contractor's willingness and ability to meet those requirements (the "Work"). If a conflict occurs between this Agreement and any Exhibit or other attached document, the terms of this Agreement shall control, and the remaining order of precedence shall be based upon order of attachment. Exhibit A consists of Scope of Work 2. Service or Work. Contractor agrees to procure the materials, equipment and/or products necessary for the Work and agrees to diligently provide all services, labor, personnel, and materials necessary to perform and complete the Work described in the attached Exhibits. Contractor shall further be responsible for the timely completion and acknowledges that a failure to comply with the standards and requirements of Work within the time limits prescribed by County may result in County's decision to withhold payment or to terminate this Agreement. 3. Term. The term of this Agreement begins upon the date of the mutual execution of this Agreement and shall continue through and until Contractor's completion of the responsibilities described in the attached Exhibits. Both of the parties to this Agreement understand and agree that the laws of the State of Colorado prohibit County from entering into Agreements which bind County for periods longer than Form Revision 5-2025 one year. This Agreement may be extended upon mutual written agreement of the Parties. 4. Termination; Breach; Cure. County may terminate this Agreement for its own convenience upon thirty (30) days written notice to Contractor. Either Party may immediately terminate this Agreement upon material breach of the other party, however the breaching party shall have fifteen (15) days after receiving such notice to cure such breach. Upon termination, County shall take possession of all materials, equipment, tools and facilities owned by County which Contractor is using, by whatever method it deems expedient; and, Contractor shall deliver to County all drawings, drafts, or other documents it has completed or partially completed under this Agreement, together with all other items, materials and documents which have been paid for by County, and these items, materials and documents shall be the property of County. Copies of work product that is incomplete at the time of termination shall be marked "DRAFT -INCOMPLETE." If this Agreement is terminated by County, Contractor shall be compensated for, and such compensation shall be limited to, (1) the sum of the amounts contained in invoices which it has submitted and which have been approved by the County; (2) the reasonable value to County of the services which Contractor provided prior to the date of the termination notice, but which had not yet been approved for payment; and (3) the cost of any work which the County approves in writing which it determines is needed to accomplish an orderly termination of the work. County shall be entitled to the use of all material generated pursuant to this Agreement upon termination. Upon termination of this Agreement by County, Contractor shall have no claim of any kind whatsoever against the County by reason of such termination or by reason of any act incidental thereto, except for compensation for work satisfactorily performed and/or materials described herein properly delivered. 5. Extension or Amendment. Any amendments or modifications to this agreement shall be in writing signed by both parties. No additional services or work performed by Contractor shall be the basis for additional compensation unless and until Contractor has obtained written authorization and acknowledgement by County for such additional services. Accordingly, no claim that the County has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by the County for such additional services is not timely executed and issued in strict accordance with this Agreement, Contractor's rights with respect to such additional services shall be deemed waived and such failure shall result in non-payment for such additional services or work performed. In the event the County shall require changes in the scope, character, or complexity of the work to be performed, and said changes cause an increase or decrease in the time required or the costs to the Contractor for performance, an equitable adjustment in fees and completion time shall be negotiated between the parties, and this Agreement shall be modified accordingly by Change Order. Any claims by the Contractor for adjustment hereunder must be made in writing prior to performance of any work covered in the 2 anticipated Change Order, unless approved and documented otherwise by the County Representative. Any change in work made without such prior Change Order shall be deemed covered in the compensation and time provisions of this Agreement, unless approved and documented otherwise by the County Representative. 6. Compensation. Upon Contractor's successful completion of the Work, and County's acceptance of the same, County agrees to pay Contractor an amount not to exceed $330 per participating employee as set forth in the Exhibits and not exceed $200,000. No payment in excess of that set forth in the Exhibits will be made by County unless a Change Order authorizing such additional payment has been specifically approved by Weld County as required pursuant to the Weld County Code. If, at any time during the term or after termination or expiration of this Agreement, County reasonably determines that any payment made by County to Contractor was improper because the service for which payment was made did not perform as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from County, Contractor shall forthwith return such payment(s) to County. Upon termination or expiration of this Agreement, unexpended funds advanced by County, if any, shall forthwith be returned to County. County will not withhold any taxes from monies paid to the Contractor hereunder and Contractor agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. Unless expressly enumerated in the attached Exhibits, Contractor shall not be entitled to be paid for any other expenses (e.g. mileage). Notwithstanding anything to the contrary contained in this Agreement, County shall have no obligations under this Agreement after, nor shall any payments be made to Contractor in respect of any period after December 31 of any year, without an appropriation therefore by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25, Title 30 of the Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20). 7. Independent Contractor. Contractor agrees that it is an independent contractor and that Contractor's officers, agents or employees will not become employees or agents of County, nor entitled to any employee benefits (including unemployment insurance or workers' compensation benefits) from County as a result of the execution of this Agreement. Contractor shall be solely responsible for its acts and those of its agents and employees for all acts performed pursuant to this Agreement Any provisions in this Contract that may appear to give the County the right to direct contractor as to details of doing work or to exercise a measure of control over the work mean that Contractor shall follow the direction of the County as to end results of the work only. The Contractor is obligated to pay all federal and state income tax on any moneys earned or paid pursuant to this contract. 3 8. Subcontractors. Contractor acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Contractor. Contractor shall not enter into any subcontractor agreements for the completion of the Work without County's prior written consent, which may be withheld in County's sole discretion. County shall have the right in its reasonable discretion to approve all personnel assigned to the Work during the performance of this Agreement and no personnel to whom County has an objection, in its reasonable discretion, shall be assigned to the Work. Contractor shall require each subcontractor, as approved by County and to the extent of the Work to be performed by the subcontractor, to be bound to Contractor by the terms of this Agreement, and to assume toward Contractor all the obligations and responsibilities which Contractor, by this Agreement, assumes toward County. County shall have the right (but not the obligation) to enforce the provisions of this Agreement against any subcontractor hired by Contractor and Contractor shall cooperate in such process. The Contractor shall be responsible for the acts and omissions of its agents, employees, and subcontractors. 9. Ownership. All work and information obtained by Contractor under this Agreement or individual work order shall become or remain (as applicable), the property of County. In addition, all reports, documents, data, plans, drawings, records, and computer files generated by Contractor in relation to this Agreement and all reports, test results and all other tangible materials obtained and/or produced in connection with the performance of this Agreement, whether or not such materials are in completed form, shall at all times be considered the property of the County. Contractor shall not make use of such material for purposes other than in connection with this Agreement without prior written approval of County. 10. Confidentiality. Confidential information of the Contractor should be transmitted separately from non -confidential information, clearly denoting in red on the relevant document at the top the word, "CONFIDENTIAL." However, Contractor is advised that as a public entity, Weld County must comply with the provisions of the Colorado Open Records Act (CORA), C.R.S. 24-72-201, et seq., with regard to public records, and cannot guarantee the confidentiality of all documents. Contractor agrees to keep confidential all of County's confidential information. Contractor agrees not to sell, assign, distribute, or disclose any such confidential information to any other person or entity without seeking written permission from the County. Contractor agrees to advise its employees, agents, and consultants, of the confidential and proprietary nature of this confidential information and of the restrictions imposed by this Agreement. 11. Warranty. Contractor warrants that the Work performed under this Agreement will be performed in a manner consistent with the standards governing such services and the provisions of this Agreement. Contractor further represents and warrants that all Work shall be performed by qualified personnel in a professional manner, consistent with industry standards, and that all services will conform to applicable specifications. 4 For work in which Contractor produces a design to be used for construction purposes, Contractor shall carefully check all unit quantities and quantity calculations and shall submit them for County review. If the County experiences additional costs during project construction which are directly associated with errors and omissions (professional negligence) which require change orders to the construction contract resulting in costs greater than the construction contract bid unit costs, Contractor shall be financially table for such increased costs. 12. Acceptance of Services Not a Waiver. Upon completion of the Work, Contractor shall submit to County originals of all test results, reports, etc., generated during completion of this work. Acceptance by County of reports and incidental material(s) furnished under this Agreement shall not in any way relieve Contractor of responsibility for the quality and accuracy of the project. In no event shall any action by County hereunder constitute or be construed to be a waiver by County of any breach of this Agreement or default which may then exist on the part of Contractor, and County's action or inaction when any such breach or default exists shall not impair or prejudice any right or remedy available to County with respect to such breach or default. No assent expressed or implied, to any breach of any one or more covenants, provisions or conditions of the Agreement shall be deemed or taken to be a waiver of any other breach. Acceptance by the County of, or payment for, the Work completed under this Agreement shall not be construed as a waiver of any of the County's rights under this Agreement or under the law generally. 13. Insurance. Contractor must secure, before the commencement of the Work, the following insurance covering all operations, goods, and services provided pursuant to this Agreement, and shall keep the required insurance coverage in force at all times during the term of the Agreement, or any extension thereof, and during any warranty period. For all coverages, Contractor's insurer shall waive subrogation rights against County. Contractor shall provide coverage with limits of liability no less than those stated below. An excess liability policy or umbrella liability policy may be used to meet the minimum liability requirements provided that the coverage is written on a "following form" basis. Acceptability of Insurers: Insurance is to 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. The County in no way warrants that the above=required minimum insurer rating is sufficient to protect the Contractor from potential insurer insolvency. Required Types of Insurance Workers' Compensation and Employer's Liability Insurance as required by state statute, covering all of the Contractor's employees acting within the course and scope of their employment. The policy shall contain a waiver of subrogation against the County. This requirement shall not apply when a Contractor or 5 subcontractor is exempt under Colorado Workers' Compensation Act., AND when such Contractor or subcontractor executes the appropriate sole proprietor waiver form. Minimum Limits: Coverage A (Workers' Compensation) Statutory Coverage B (Employers Liability) $ 100,000 $ 100,000 $ 500,000 Commercial General Liability Insurance - Occurrence Form Policy shall include bodily injury, property damage, liability assumed under an Insured Contract. The policy shall be endorsed to include the following additional insured language: "Weld County, its subsidiary, parent, elected officials, employees, associated and/or affiliated entities, successors, or assigns, agents, and volunteers shall be named as additional insureds with respect to liability arising out of the activities performed by, or on behalf of the Contractor." Such policy shall indude Minimum Limits as follows: General Aggregate $ 1,000,000 Products/Completed Operations Aggregate $ 1,000,000 Each Occurrence Limit $ 1,000,000 Personal/Advertising Injury $ 1,000,000 Automobile Liability Insurance Bodily Injury and Property Damage for any owned, hired, and non -owned vehicles used in the performance of this Contract. Such policy shall maintain Minimum Limits as follows: Bodily Injury/Property Damage (Each Accident) $ 1,000,000 Professional Liability (Errors and Omissions Liability) The policy shall cover professional misconduct or lack of ordinary skill for those positions defined in the Scope of Services of this contract. Contractor shall maintain limits for all claims covering wrongful acts, errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or in the course of operations under this Contract resulting from professional services. In the event that the professional liability insurance required by this Contract is written on a claims -made basis, Contractor warrants that any retroactive date under the policy 6 shall precede the effective date of this Contract; and that either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. Minimum Limits: Per Loss Aggregate $ 1,000,000 $ 2,000,000 14. Proof of Insurance. Upon County's request, Contractor shall provide to County, for examination, a policy, endorsement, or other proof of insurance as determined in County's sole discretion. Provided information for examination shall be considered confidential, and as such, shall be deemed not subject to Colorado Open Records Act (CORA) disclosure. All insurers must be licensed or approved to do business within the State of Colorado, and unless otherwise specified, all policies must be written on a per occurrence basis. The Contractor shall provide the County with a Certificate of Insurance evidencing all required coverages, before commencing work or entering the County premises. The Contractor shall furnish the County with certificates of insurance (ACCORD) form or equivalent approved by the County as required by this Contract. The certificates for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The Contractor shall name on the Certificate of Insurance for the Commercial General Liability coverage and for the Automobile Liability coverage, "Weld County, its successors or assigns; its elected officials, employees, agents,affiliated entities, and volunteers as Additional Insureds" with respect to liability arising out of the activities performed by or on behalf of the Contractor". On insurance policies where Weld County is named as an additional insured, the County shall be an additional insured to the full limits of liability purchased by the Contractor even if those limits of liability are in excess of those required by this Contract. Each insurance policy required by this Agreement must be in effect at or prior to commencement of work under this Agreement and remain in effect for the duration of the project, and for a longer period of time if required by other provisions in this Agreement. Failure to maintain the insurance policies as required by this Agreement or to provide evidence of renewal is a material breach of contract. All certificates and any required endorsement(s) shall be sent directly to the County Department Representative's Name and Address. The project/contract number and project description shall be noted on the Certificate of Insurance. The County 7 reserves the right to require complete, certified copies of all insurance policies required by this Agreement at any time, and such shall also be deemed confidential. Any modification or variation from the insurance requirements in this Agreement shall be made by the County Attorney's Office, whose decision shall be final. Such action will not require a formal contract amendment but may be made by administrative action. 15. Additional Insurance Related Requirements. The County requires that all policies of insurance be written on a primary basis, non-contributory with any other insurance coverages and/or self-insurance carried by the County. The Contractor shall advise the County in the event any general aggregate or other aggregate limits are reduced below the required per occurrence limit. At their own expense, the Contractor will reinstate the aggregate limits to comply with the minimum requirements and shall furnish the County with a new certificate of insurance showing such coverage is in force. Commercial General Liability Completed Operations coverage must be kept in effect for up to three (3) years after completion of the project. Contractors Professional Liability (Errors and Omissions) policy must be kept in effect for up to three (3) years after completion of the project. Certificates of insurance shall state that on the policies that the County is required to be named as an Additional Insured, the insurance carrier shall provide a minimum of 30 days advance written notice to the County for cancellation, non - renewal, suspension, voided, or material changes to policies required under this Agreement. On all other policies, it is the Contractor's responsibility to give the County 30 days' notice if policies are reduced in coverage or limits, cancelled or non -renewed. However, in those situations where the insurance carrier refuses to provide notice to County, the Contractor shall notify County of any cancellation, or reduction in coverage or limits of any insurance within seven (7) days or receipt of insurer's notification to that effect. The Contractor agrees that the insurance requirements specified in this Agreement do not reduce the liability Contractor has assumed in the indemnification/hold harmless section of this Agreement. Failure of the Contractor to fully comply with these requirements during the term of this Agreement may be considered a material breach of contract and may be cause for immediate termination of the Agreement at the option of the County. The County reserves the right to negotiate additional specific insurance requirements at the time of the contract award. 8 16. Subcontractor Insurance. Contractor hereby warrants that all subcontractors providing services under this Agreement have or will have the above -described insurance prior to their commencement of the Work, or otherwise that they are covered by the Contractor's policies to the minimum limits as required herein. Contractor agrees to provide proof of insurance for all such subcontractors upon request by the County. 17. No limitation of Liability. The insurance coverages specified in this Agreement are the minimum requirements, and these requirements do not decrease or limit the liability of Contractor. The County in no way warrants that the minimum limits contained herein are sufficient to protect the Contractor from liabilities that might arise out of the performance of the Work under by the Contractor, its agents, representatives, employees, or subcontractors. The Contractor shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. The Contractor shall maintain, at its own expense, any additional kinds or amounts of insurance that it may deem necessary to cover its obligations and liabilities under this Agreement. 18. Certification of Compliance with Insurance Requirements. The Contractor stipulates that it has met the insurance requirements identified herein. The Contractor shall be responsible for the professional quality, technical accuracy, and quantity of all services provided, the timely delivery of said services, and the coordination of all services rendered by the Contractor and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. 19. Mutual Cooperation. The County and Contractor shall cooperate with each other in the collection of any insurance proceeds which may be payable in the event of any loss, including the execution and delivery of any proof of loss or other actions required to effect recovery. 20. Indemnity. The Contractor shall indemnify, hold harmless and, not excluding the County's right to participate, defend the County, its officers, officials, agents, and employees, from and against any and all liabilities, claims, actions, damages, losses, and expenses including without limitation reasonable attorneys' fees and costs, (hereinafter referred to collectively as "claims") for bodily injury or personal injury including death, or loss or damage to tangible or intangible property caused, or alleged to be caused in whole or in part by the negligent or willful acts or omissions of Contractor or any of its owners, officers, directors, agents, employees or subcontractors. This indemnity includes any claim or amount arising out of or recovered under the Workers' Compensation Law or arising out of the failure of such contractor to conform to any federal, state, or local law, statute, ordinance, rule, regulation, or court decree. It is the specific intention of the parties that the County shall, in all instances, except for claims arising solely from the negligent or 9 willful acts or omissions of the County, be indemnified by Contractor from and against any and all claims. It is agreed that Contractor will be responsible for primary loss investigation, defense, and judgment costs where this indemnification is applicable. In consideration of award of this contract, the Contractor agrees to waive all rights of subrogation against the County, its officers, officials, agents, and employees for losses arising from the work performed by the Contractor for the County. The Contractor shall be fully responsible and liable for any and all injuries or damage received or sustained by any person, persons, or property on account of its performance under this Agreement or its failure to comply with the provisions of the Agreement. A failure of Contractor to comply with these indemnification provisions shall result in County's right but not the obligation to terminate this Agreement or to pursue any other lawful remedy. 21. Non -Assignment. Contractor may not assign or transfer this Agreement or any interest therein or claim thereunder, without the prior written approval of County. Any attempts by Contractor to assign or transfer its rights hereunder without such prior approval by County shall, at the option of County, automatically terminate this Agreement and all rights of Contractor hereunder. Such consent may be granted or denied at the sole and absolute discretion of County. 22. Examination of Records. To the extent required by law, the Contractor agrees that an duly authorized representative of County, including the County Auditor, shall have access to and the right to examine and audit any books, documents, papers and records of Contractor, involving all matters and/or transactions related to this Agreement. Contractor agrees to maintain these documents for three years from the date of the last payment received. 23. Interruptions. Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes, or Governmental actions. 24. Notices. County may designate, prior to commencement of Work, its project representative ("County Representative") who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to County Representative. All notices or other communications made by one party to the other concerning the terms and conditions of this contract shall be deemed delivered under the following circumstances: a) personal service by a reputable courier service requiring signature for receipt; or 10 b) five (5) days following delivery to the United States Postal Service, postage prepaid addressed to a party at the address set forth in this contract; or c) electronic transmission via email at the address set forth below, where a receipt or acknowledgment is required and received by the sending party; or Either party may change its notice address(es) by written notice to the other. Notice may be sent to: TO CONTRACTOR: Name: Tyler Boone Address: 7355 E. Orchard Rd., Suite 100 E-mail: tboone@booneheart.com TO COUNTY: Name: Kelly Leffler Position: Safety, Wellness, and Risk Manager Address: 1150 O St. Greeley, CO 80631 E-mail: kleffler@weld.gov Phone: 970-400-4220 25. Compliance with Law. Contractor shall strictly comply with all applicable federal and State laws, rules and regulations in effect or hereafter established, including without limitation, laws applicable to discrimination and unfair employment practices. 26. Non -Exclusive Agreement. This Agreement is nonexclusive, and County may engage or use other Contractors or persons to perform services of the same or similar nature. 27. Entire Agreement/Modifications. This Agreement including the Exhibits attached hereto and incorporated herein, contains the entire agreement between the parties with respect to the subject matter contained in this Agreement. This instrument supersedes all prior negotiations, representations, and understandings or agreements with respect to the subject matter contained in this Agreemenrt. This Agreement may be changed or supplemented only by a written instrument signed by both parties. 28. Fund Availability. Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by County does not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year. 29. Employee Financial Interest/Conflict of Interest — C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories to this Agreement state that to their knowledge, 11 no employee of Weld County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement. 30. Survival of Termination. The obligations of the parties under this Agreement that by their nature would continue beyond expiration or termination of this Agreement (including, without limitation, the warranties, indemnification obligations, confidentiality and record keeping requirements) shall survive any such expiration or termination. 31. Severability. If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties. 32. Non -Waiver. 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 Contract, the monetary limitations or any other immunities, rights, benefits, and protections, provided by the Colorado Governmental Immunity Act §§24-10-101 et seq., as from time to time amended, or otherwise available to the County, its subsidiary, associated and/or affiliated entities, successors, or assigns; or its elected officials, employees, agents, and volunteers. 33. No Third -Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall be an incidental beneficiary only. 34. Board of County Commissioners of Weld County Approval. This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado, or its designee. 35. Choice of Law/Jurisdiction. Colorado law, and rules and regulations established pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void. In the event of a legal dispute between the parties, Contractor agrees that the Weld County District Court shall have exclusive jurisdiction to resolve said dispute. 36. No Employment of Unauthorized Aliens - Contractor certifies, warrants, and agrees that it does not knowingly employ or contract with an unauthorized alien who will perform work under this Agreement (see 8 U.S.C.A. §1324a and (h)(3)), nor enter into a contract with a subcontractor that employs or contracts with an 12 unauthorized alien to perform work under this Agreement. Upon request, contractor shall deliver to the County a written notarized affirmation that it has examined the legal work status of an employee and shall comply with all other requirements of federal or state law, including employment verification requirements contained within state or federal grants or awards funding public contracts. Contractor agrees to comply with any reasonable request from the Colorado Department of Labor and Employment in the course of any investigation. If Contractor fails to comply with any requirement of this provision, County may terminate this Agreement for breach, and if so terminated, Contractor shall be liable for actual and consequential damages. 37. Attorney's Fees/Legal Costs. In the event of a dispute between County and Contractor concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 38. Binding Arbitration Prohibited. Weld County does not agree to binding arbitration by any extra -judicial body or person. Any provision to the contrary in this Agreement or incorporated herein by reference shall be null and void. Acknowledgment. County and Contractor acknowledge that each has read this Agreement, understands it and agrees to be bound by its terms. Both parties further agree that this Agreement, with the attached Exhibits, is the complete and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements, oral or written, and any other communications between the parties relating to the subject matter of this Agreement. CONTRACTOR: •/i• a( NamTitle: t (,) Date of Signature WELD COUNTY: ,,,,,,�� ATTEST:dir.44) .4 BOARD OF COUNTY COMMISSIONERS WeldCunty Clerk to th Board WELD COUNTY, ORADO BY: Deputy Clerk to the Board Perry L. buck, Chair SEP 2 2 2025 ZoZ3 ZZ3� Exhibit A Scope of Work Boone Health Institute PC will perform the following services at a cost of 330.00 per employee. Boone Health Institute will provide a mobile cardiovascular health screening called the EveryHeart program. Boone will perform a screening on employees to assess their risk for cardiovascular disease and give medical recommendations to prevent adverse cardiovascular events and optimize heart health. Boone's testing consists of ultrasound sonographers certified in vascular and cardiac ultrasound, licensed medical assistants and experienced administrative personnel to perform check -in and check-out. All medical reports are reviewed by Boone medical providers under the supervision of the Medical Director. Boone will also supply HIPAA complaint aggregate data to the County. The EveryHeart Cardiovascular Screening program consists of the following tests: Carotid Plaque Assessment and lntima Media Thickness A measurement of the thickness of the lining of your arteries, where vulnerable "hot" plaque can grow. According to the American Heart Association, "Carotid IMT is an independent predictor of Transient lschemic Attack (TIA), Stroke, and coronary artery disease." Arterial Age Assessment A determination of the relative age of your arteries using the Carotid IMT measurement. Compares the thickness of the patient's arteries to the general population. Blood Pressure Assessment with M.O.S.T. Protocol (Mental Office Stress Testing) The Boone Heart Institute's unique stress and blood pressure assessment, designed to detect the presence of stress factors that trigger heart attack, stroke, and heart failure. EveryHeart Blood Profile C Reactive Protein (hs-CRP): Unique blood test measure of vascular inflammation to determine the presence of "hot" plaque, which is vulnerable to fracture. Apo -Band Lipid Panel: Sophisticated measurements of cholesterol particle size and number, searching for underlying genetic issues beyond standard cholesterol. Also includes basic cholesterol profile. CMP: Cardiometabolic breakdown of the blood. HgAlC: Average blood sugar levels over the past 3 months. Action Plan Following testing and lab analysis, a BHI Provider (MD or PA -C) will evaluate the patient's risk factors and create a customized plan for each individual. Follow Up Consultation: Following testing, Patients can schedule a follow up consultation with a BHI Registered Nurse or Physician Assistant to discuss results. Price for Testing and Consultation: $330 Weld County will provide a HIPAA compliant testing area. �. BOONMED-01 ACD/20" k...----- CERTIFICATE OF LIABILITY INSURANCE BOBROOK DATE (MM/DDNYYY) 9/19/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CCIG 155 Inverness Drive West Englewood, CO 80112 NAMEACT Joe Anderson, CIC, CISR la"c°,"r o. Fit): (720) 212-2029 �a c, No):(303) 799-0156 ADDRESS: Joe.Anderson@thinkccig.com INSURERS) AFFORDING COVERAGE NAIL # INSURER A : Twin City Fire Insurance Company 29459 INSURED Boone Medical Imaging, Inc. 7355 E Orchard Rd, Ste. 100 Greenwood Village, CO 80111 INSURER a :Auto Owners Insurance Company 18988 INSURER c : Hartford Insurance Company of Illinois 38288 INSURER D : AIX Specialty Insurance Company 12833 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 POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. VII LTR TYPE OF INSURANCE Et Et WVD POLICY NUMBER NC POLICY EFF (MM/DD/YYYYt POLICY EXP (MM/DD/YYYYI LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE X OCCUR X 34SBAIJ7393 4/1/2025 4/1/2026 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED PREMISES (Ea occurrence) $ 1,000,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY EI Tef LOC OTHER: PRODUCTS - COMP/OP AGG $ 2,000,000 $ B AUTOMOBILE LIABILITY X ANY AUTO OWNED AURTEOS ONLY AUTOS ONLY SCHEDULED AUpTOpS�yN _ AUTOS ONLY 5505798500 4/1/2025 4/1/2026 (Ea B de0) INGLE LIMIT $ 1,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ P®Oaco de tDAMAGE $ UMBRELLA LIAR EXCESS LIAR OCCUR CLAMS -MADE EACH OCCURRENCE $ AGGREGATE $ $ DED I I RETENTION $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE IFFICER/MEMBEREXCLUSED? O (Mandatory in NH) describe under DESCRIPTION OF OPERATIONS below Ora N/A X 34WECAJ5BLR 2/1/2025 2/1/2026 X I STATUTE I I RRH EL. EACH ACCIDENT $ 1'000'000 E.L. DISEASE - EA EMPLOYEE 1,000,000 $ E.L. DISEASE - POLICY LIMIT 1,000,000 $ D Prof. Errors & Omiss L34H50312403 2/8/2025 2/8/2026 Per Claim 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) As required by written contract or written agreement, Weld County, its successors or assigns, its elected officials, employees, agents, aff listed entities, and volunteers am included as Additional Insured under General Liability. A Waiver of Subrogation in favor of the Additional Insured applies to Workers' Compensation. CERTIFICATE HOLDER CANCELLATION Weld County Colorado PO Box 758 Greeley, CO 80632 1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ILc COPIC Better Medicine • Better Lives CERTIFICATE OF PROFESSIONAL LIABILITY INSURANCE CERTIFICATE HOLDER Boone Heart Institute, PC 7355 E Orchard Rd, Ste 100 Greenwood Village, CO 80111 NAMED INSURED/INSURED Boone Heart Institute, PC 7355 E Orchard Rd, Ste 100 Greenwood Village, CO 80111 Group Name BOONE HEART INSTITUTE, PC This certificate is issued as a matter of information only and confers no rights upon the holder. By its issuance the company does not alter, change, modify or extend the provisions of said policy and does not waive any of its rights thereunder. COPIC extends blanket coverage to an employee or authorized volunteer worker (an "insured") of the named insured while working under the direct supervision of the named insured and within the scope of their assigned duties. However, "employee" or "volunteer worker" does not include: Advanced Practice Nurses Nurse Midwifes Anesthesiologist Assistants Nurse Practitioners Aestheticians Optometrists CRNA/Nurse Anesthetists Physician Assistants (all specialities) Cytotechnologists Psychologists Embryologists Psychotherapists Pharmacists Surgical Assistants Each "insured" shall share limits with others, as provided in the policy. Because we cover certain types of "insureds" on an automatic and blanket basis, we are unable to verify coverage for an individual who is not in one of the allied health specialties identified above. POLICY NUMBER: PCC0015520 POLICY TERM: 11/1/2024 to 11/1/2025 RETRO DATE: 9/26/2012 LIMITS OF LIABILITY: Per Medical Incident/Peer Review Incident: $1,000,000 Annual Aggregate: $3,000,000 SPECIALTY: Entity/Corp Dated At: Denver, Colorado Date: September 19, 2025 Countersigned by Authorized Representative CO -COI 09/01/2010 P.O. Box 17540, Denver, Colorado 80217-05401 Local (720) 858-60001 Toll Free: (800) 421-18341 Fax: (720) 858-6004 Fonn W-9 (Rev. March 2024) Department of the Treasury Internal Revenue Service Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1 Name of entity/individual. An entry is required. (Fora sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.1 Boone Heart Institute Holdings, Inc. Request for Taxpayer Identification Number and Certification Go to www.irs.gov/FormW9 for instructions and the latest information. Give form to the requester. Do not send to the IRS. 2 Business name/disregarded entity name, if different from above. Boone Heart Institute LLC 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the followirg seven boxes. ❑ Individual/sole proprietor ❑ C corporation ❑✓ S corporation ❑ Partnership ❑ Trust/estate ❑ LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) . . Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner. ❑ Other (see instructions) 3b If on fine 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "P" as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any) (Applies to accounts maintained outside the United States.) 5 Address (number, street, and apt. or suite no.). See instructions. 7355 E. Orchard Rd., Suite 100 8 City, state, and ZIP code Greenwood Village, CO 80111 Requester's name and address (optional) 7 list account number(s) here (optional) WES Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident abet, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. social security number or Employer identification number 3 3 7 6 5 2 0 - Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting fora number to be issued to me); and 2. 1 am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured prof ty, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you gr y(q{ required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign I Signature of Here u.s. person t General Instructions Section references are to the Intemal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. Dote 7 to 1-5 New line 3b has been added to this form. A flow -through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow -through entity in which it has an ownership interest. This change is intended to provide a flow -through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). Purpose of Form An dW-9 requester) who required to information indivival returnorentity with(Form the IRS is giving you this formis because theyfilean Cat. No. 10231X Form W-9 (Rev. 3-2024) Form W-9 (Rev. 3-2024) Page 2 must obtain your correct taxpayer identification number (TIN), which may be your social security number (SSN), individual taxpayer identification number (ITIN),adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information retums include, but are not limited to, the following. • Form 1099-INT (interest earned or paid). • Form 1099-DIV (dividends, including those from stocks or mutual funds). • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds). • Form 1099 -NEC (nonemployee compensation). • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers). • Form 1099-S (proceeds from real estate transactions). • Form 1099-K (merchant card and third -party network transactions). • Form 1098 (home mortgage interest), 1098-E (student loan interest), and 1098-T (tuition). • Form 1099-C (canceled debt). • Form 1099-A (acquisition or abandonment of secured property). Use Form W-9 only if you area U.S. person (including a resident alien), to provide your correct TIN. Caution: If you don't return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. By signing the filled -out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued); 2. Certify that you are not subject to backup withholding; or 3. Claim exemption from backup withholding if you area U.S. exempt payee; and 4. Certify to your non -foreign status for purposes of withholding under chapter 3 or 4 of the Code (if applicable); and 5. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting is correct. See What is FATCA Reporting, later, for further information. Note: If you area U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester's form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you we considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or • A domestic trust (as defined in Regulations section 301.7701-7). Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding. Payments made to foreign persons, including certain distributions, allocations of income, or transfers of sales proceeds, may be subject to withholding under chapter 3 or chapter 4 of the Code (sections 1441-1474). Under those rules, if a Form W-9 or other certification of non -foreign status has not been received, a withholding agent, transferee, or partnership (payor) generally applies presumption rules that may require the payor to withhold applicable tax from the recipient, owner, transferor, or partner (payee). See Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities. The following persons must provide Form W-9 to the payor for purposes of establishing its non -foreign status. • In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the disregarded entity. • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the grantor trust. • In the case of a U.S. trust (other than a grantor trust), the U.S. trust and not the beneficiaries of the trust. See Pub. 515 for more information on providing a Form W-9 or a certification of non -foreign status to avoid withholding. Foreign person. If you area foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person (under Regulations section 1.1441-1(b)(2)(iv) or other applicable section for chapter 3 or 4 purposes), do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515). If you are a qualified foreign pension fund under Regulations section 1.897(1)-1(d), or a partnership that is wholly owned by qualified foreign pension funds, that is treated as a non -foreign person for purposes of section 1445 withholding, do not use Form W-9. Instead, use Form W-8EXP (or other certification of non -foreign status). Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a saving clause. Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items. 1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. 2. The treaty article addressing the income. 3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions. 4. The type and amount of income that qualifies for the exemption from tax. 5. Sufficient facts to justify the exemption from tax under the terms of the treaty article. Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if their stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first Protocol) and is relying on this exception to claim an exemption from tax on their scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption. If you are ac nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233. Backup Withholding What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called "backup withholding." Payments that may be subject to backup withholding include, but are not limited to, interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third -party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding. You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return. Payments you receive will be subject to backup withholding it 1. You do not furnish your TIN to the requester; 2. You do not certify your TIN when required (see the instructions for Part II for details); 3. The IRS tells the requester that you furnished an incorrect TIN; 4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax retum (for reportable interest and dividends only); or 5. You do not certify to the requester that you are not subject to backup withholding, as described in item 4 under "By signing the filled - out form" above (for reportable interest and dividend accounts opened after 1983 only). Form W-9 (Rev. 3-2024) Page 3 Certain payees andpaymentsare exempt from backup withholding. See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. See also Establishing U.S. status for purposes of chapter and chapter 4 withholding, earlier. What Is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all U.S. account holders that are specified U.S.. persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information. Updating Your Information You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you area C corporation that elects to be. an S corporation, or if you are no longer tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account, for example, if the grantor of a grantor trust dies. Penalties Failure to furnish TIN. If you tail to fumish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect. Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty. Criminal penalty for falsifying information. Wilfully falsifying certifications or affirmations nay subject you to criminal penalties including fines and/or imprisonment. Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester maybe subject to civil and criminal penalties. Specific Instructions Line 1 You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax retum. If this Form W-9 is fora joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9. • individual. Generally, enter the name shown on your tax retum. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name. Note for ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1 a. This should also be the same as the name you entered on the Form 1040 you filed with your application. • Sole proprietor. Enter your individual name as shown on your Form 1040 on line 1. Enter your business, trade, or "doing business as" (DBA) name on line 2. • Partnership, C corporation, S corporation, or LLC, other than a disregarded entity. Enter the entity's name as shown on the entity's tax return on fine 1 and any business, trade, or DBA name on fine 2. • Other entities.. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. Enter any business, trade, or DBA name on line 2. • Disregarded entity. In general, a business entity that has a single owner, including an LLC, and is not a corporation, is disregarded as an entity separate from its owner (a disregarded entity). See Regulations section 301.7701-2(c))2). A disregarded entity should check the appropriate box for the tax classification of its owner. Enter the owner's name on line 1. The name of the owner entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner's name is required to be provided on fine 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on line 2. If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN. Line 2 If you have a business name, trade name, DBA name, or disregarded entity name, enter it on line 2. Line 3a Check the appropriate box on line 3a for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3a. IF the entity/individual on line 1 is a(n) .. . THEN check the hector... • Corporation Corporation. • Individual or Individual/sole proprietor. • Sole proprietorship • LLC classified as a partnership Limited liability company and for U.S. federal tax purposes or enter the appropriate tax • LLC that has filed Form 8832 or 2553 electing to be taxed as a classification: P = Partnership, corporation C = C corporation, or S = S corporation. • Partnership Partnership. • Trust/estate Trust/estate. Line 3b Check this box if you area partnership (including an LLC classified as a partnership for U.S. federal tax purposes), trust, or estate that has any foreign partners, owners, or beneficiaries, and you are providing this form to a partnership, trust, or estate, in which you have an ownership interest. You must check the box on fine 3b if you receive a Form W-8 (or documentary evidence) from any partner, owner, or beneficiary establishing foreign status or if you receive a Form W-9 from any partner, owner, or beneficiary that has checked the box on line 3b. Note: A partnership that provides a Form W-9 and checks box 3b may be required to complete Schedules K-2 and K-3 (Form 1065). For more information, see the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). If you are required to complete line 3b but fail to do so, you may not receive the information necessary to file a correct information retum with the IRS or furnish a correct payee statement to your partners or beneficiaries. See, for example, sections 6698, 6722, and 6724 for penalties that may apply. Line 4 Exemptions If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you. Exempt payee code. • Generally, individuals (including sole proprietors) are not exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third -party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys' fees or gross proceeds paid to attorneys, and corporations that provide medical or heath care services are not exempt with respect to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space on line 4. 1 —An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403)b))7) if the account satisfies the requirements of section 401(1)(2). Form W-9 (Rev. 3-2024) Page 4 2 —The United States or any of its agencies or instrumentalities. 3—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities. 5—A corporation. 6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or territory. 7—A futures commission merchant registered with the Commodity Futures Trading Commission. 8—A real estate investment trust. 9 —An entity registered at all times during the tax year under the Investment Company Act of 1940. 10—A common trust fund operated by a bank under section 584(a). 11—A financial institution as defined under section 581. 12—A middleman known in the investment community as a nominee or custodian. 13—A trust exempt from tax under section 664 or described in section 4947. The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13. IF the payment is for ... THEN the payment is exempt for... , • Interest and dividend payments All exempt payees except for 7. • Broker transactions • Barter exchange transactions and patronage dividends • Payments over $600 required to be reported and direct sales over $5,000' • Payments made in settlement of payment card or third -party network transactions Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter an exempt payee code because they are exempt only for sales of noncovered securities acquired prior to 2012. Exempt payees 1 through 4. Generally, exempt payees 1 through 5.2 Exempt payees 1 through 4. 1 See Form 1099-MISC, Miscellaneous Information, and its instructions. 2However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attomeys' fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency. Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with "Not Applicable" (or any similar indication) entered on the line fora FATCA exemption code. A —An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37). B —The United States or any of its agencies or instrumentalities. C —A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. D —A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i). E —A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i). F —A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards,. and options) that is registered as such under the laws of the United States or any state. G —A real estate investment trust. H —A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940. I —A common trust fund as defined in section 584(a). J —A bank as defined in section 581. K —A broker. L —A trust exempt from tax under section 664 or described in section 4947)a))1). M —A tax-exempt trust under a section 403(b) plan or section 457(g) plan. Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed. Line 5 Enter your address (number, street, and apartment or suite number). This is where the requester of this Form W-9 will mail your information retums. If this address differs from the one the requester already has on file, enter "NEW" at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records. Line 6 Enter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you area resident alien and you do not have, and are not eligible to get, an SSN, your TIN is your IRS ITIN. Enter it in the entry space for the Social security number. If you do not have an ITIN, see How to get a TIN below. If you area sole proprietor and you have an EIN, you may enter either your SSN or EIN. If you are a single -member LLC that is disregarded as an entity separate from its owner, enter the owner's SSN (or EIN, if the owner has one). If the LLC is classified as a corporation or partnership, enter the entity's EIN. Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS -5, Application fora Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS -4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/EIN. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4.Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or Form SS -4 mailed to you within 15 business days. If you are asked to complete Form W-9 but do not have a TIN, apply fora TIN and enter "Applied For" in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, you will generally have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60 -day rule does not apply to other types of payments. You will be subject to backup withholding on all such payments until you provide your TIN to the requester. Note: Entering "Applied For" means that you have already applied for a 118 or that you intend to apply for one soon. See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier, for when you may instead be subject to withholding under chapter 3 or 4 of the Code. Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8. Page 5 Form W-9 (Rev. 3-2024) Part IL Certification To establish to the withholding agent that you area U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1 4, or 5 below indicates otherwise. For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier. Signature requirements. Complete the certification as indicated in items 1 through 5 below. 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must give your correct TIN, but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification. 4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. "Other payments" include payments made in the course of the requester's trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment • card and third -party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification. What Name and Number To Give the Requester For this type of account( 1. Individual 2. Two or more individuals Goint account) other than an account maintained by an FFI 3. Two or more U.S. persons aoint account maintained by an FFI) 4. Custodial account of a minor (Uniform Gift to Minors Act) 5. a. The usual revocable savings trust (grantor is also trustee) b. So-called trust account that is not a legal or valid trust under state law 6. Sole proprietorship or disregarded entity owned by an individual 7. Grantor trust filing under Optional Filing Method 1 (see Regulations section 1.671-4(b)(2)(i)(A))" Give name and SSN of: The individual The actual owner of the account or, it combined funds, the first individual on the account' Each holder of the account The minor2 The grantor -trustee' The actual owner' The owner3 The grantor' For this type of account: 8. Disregarded entity not owned by an individual 9. A valid trust, estate, or pension trust 10. Corporation or LLC electing corporate status on Form 8832 or Form 2553 11. Association, club, religious, charitable, educational, or other tax-exempt organization 12. Partnership or multi -member LLC 13. A broker or registered nominee 14. Account with the Department of Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments 15. Grantor trust filing Form 1041 or under the Optional Filing Method 2, requiring Form 1099 (see Regulations section 1.671-4(b)(2)(i)(8))"• Give name and EIN of: The owner Legal entity', The corporation The organization The partnership The broker or nominee The public entity The trust ' List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person's number must be furnished. 'Circle the minor's name and furnish the minor's SSN. 3You must show your individual name on line 1, and enter your business or DBA name, if any, on line 2. You may use either your SON or EIN (if you have one), but the IRS encourages you to use your SSN. 'List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) 'Note: The grantor must also provide a Form W-9 to the trustee of the trust. *" For more information on optional filing methods for grantor trusts, see the Instructions for Form 1041. Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed. Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information, such as your name, SON, or other identifying information, without your permission to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund. To reduce your risk: • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be careful when choosing a tax return preparer. If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter. If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity, or a questionable credit report, contact the IRS Identity Theft Hotline at 800-908-4490 or submit Form 14039. For more information, see Pub. 5027, Identity Theft Information for Taxpayers. Form W-9 (Rev. 3-2024) Page 6 Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll -free case intake line at 877-777-4778 or TTY/TDD 800-829-4059. Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts. If you receive an unsolicited email claiming to be from the IRS, forward this message to phishingairs.gov. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 800-366-4484. You can forward suspicious emails to the Federal Trade Commission at Spam@uce.gov or report them at www.ftc.gov/complaint. You can contact the FTC at www.ttc.gov/idthef or 877-IDTHEFT (877-438-4338). If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027. Go to www.irs.gov/ldentityTheff to team more about identity theft and how to reduce your risk. Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information retums with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information retums with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and territories for use in administering their laws. The information may also be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payors must generally withhold a percentage of taxable interest, dividends, and certain other payments to a payee who does not give a TIN to the payor. Certain penalties may also apply for providing false or fraudulent information. Contract Form Entity Information Entity Name* Entity ID* BOONE HEART INSTITUTE PC @00047568 Q New Entity? Contract Name * Contract ID 2025 CARDIOVASCULAR SCREENING SERVICES 9933 AGREEMENT - BOONE HEART INSTITUTE Contract Status CTB REVIEW Contract Lead * BPETERSON Contract Lead Email bpeterson@weld.gov Parent Contract ID Requires Board Approval YES Department Project # Contract Description * PROFESSIONAL SERVICES AGREEMENT WITH BOONE HEART INSTITUTE TO PROVIDE ONSITE CARDIOVASCULAR SCREENINGS FOR APPROXIMATELY 600 WELD COUNTY EMPLOYEES IN 2025, AS PART OF THE COUNTY'S ONGOING WELLNESS PROGRAM. Contract Description 2 THE TOTAL COST ($200,000) IS INCLUDED IN THE 2025 WELLNESS BUDGET AND $100,000 WILL BE REIMBURSED THROUGH AETNA FUNDS. Contract Type * Department AGREEMENT HUMAN RESOURCES Amount* $200,000.00 Renewable* NO Automatic Renewal Grant IGA Department Email CM- HumanResources@weld.g ov Department Head Email CM-HumanResources- DeptHead@weld.gov County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL D.GOV Requested BOCC Agenda Date * 09/22/2025 Due Date 09/18/2025 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? If this is a renewal enter previous Contract ID If this is part of a MSA enter MSA Contract ID Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in OnBase Contract Dates Effective Date Termination Notice Period Contact Information Review Date* 08/21/2026 Committed Delivery Date Renewal Date Expiration Date* 09/22/2026 Contact Info Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date Approval Process Department Head Finance Approver Legal Counsel ESTHER GESICK CHERYL PATTELLI BYRON HOWELL DH Approved Date Finance Approved Date Legal Counsel Approved Date 09/17/2025 09/18/2025 09/18/2025 Final Approval BOCC Approved Tyler Ref # AG 092225 BOCC Signed Date Originator BPETERSON BOCC Agenda Date 09/22/2025 Corrlvaa j Plii351 AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN WELD COUNTY & BOONE HEART INSTITUTE, PC FOR CARDIOVASCULAR WELLNESS SCREENING THIS AGREEMENT is made and entered into this ay of apke 1 Qy, 2023, by and between the County of Weld, a body corporate and politic of the State of Colorado, by and through its Board of County Commissioners, whose address is 1150 "O" Street, Greeley, Colorado 80631 hereinafter referred to as "County," and Boone Heart Institute, PC, who whose address is 7355 E. Orchard Road., Suite 100, Greenwood Village, CO 80111, hereinafter referred to as "Contract Professional". WHEREAS, County desires to retain Contract Professional as an independent Contract Professional to perform services as more particularly set forth below; and WHEREAS, Contract Professional has the ability, qualifications, and time available to timely perform the services, and is willing to perform the services according to the terms of this Agreement. WHEREAS, Contract Professional is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the services as set forth below; NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in Exhibits_A_ and B_, each of which forms an integral part of this Agreement. Exhibits _A_ and are specifically incorporated herein by this reference. County and Contract Professional acknowledge and agree that this Agreement, including specifically Exhibits A_ and B , define the performance obligations of Contract Professional and Contract Professional's willingness and ability to meet those requirements. Exhibit _A_ consists of County's Request for Proposal (RFP) as set forth in "Proposal Package No. B_2300151_". The RFP contains all of the specific requirements of County. Exhibit _B_ consists of Contract Professional's Response to County's Request for Proposal. The Response confirms Contract Professional's obligations under this Agreement. 2. Service or Work. Contract Professional agrees to procure the materials, equipment and/or products necessary for the project and agrees to diligently provide all services, labor, personnel and materials necessary to perform and complete the project described in Exhibit_ A which is attached hereto and incorporated herein by reference. Contract Professional shall coordinate with Weld County to perform the services described on attached Exhibits _A_ and _B_. Contract Professional shall faithfully perform the work in accordance with the standards of professional care, skill, training, diligence, and judgment provided by highly competent Contract Professionals performing services of a similar nature to those described in this Agreement. Contract Professional shall further be responsible for the timely completion and acknowledges that a failure to comply with the standards and requirements of Exhibits _A_ and B_within the time limits prescribed by County may result in County's decision to withhold payment or to terminate this Agreement. comic+ dA 4/a 5p3 2023 - 22 5 3. Term. The term of this Agreement begins upon the date of the execution of this Agreement by County and shall continue through and until Contract Professional's completion of the responsibilities described in Exhibits _A & B_. Both parties to this Agreement understand and agree that the laws of the State of Colorado prohibit County from entering into Agreements which bind County for periods longer than one year. Therefore, within the thirty (30) days preceding the anniversary date of this Agreement, County shall notify Contract Professional if it wishes to renew this Contract. 4. Termination. County has the right to terminate this Agreement, with or without cause on thirty (30) days written notice. Furthermore, this Agreement may be terminated at any time without notice upon a material breach of the terms of the Agreement. However, nothing herein shall be construed as giving Contract Professional the right to provide services under this Agreement beyond the time when such services become unsatisfactory to the County. If this Agreement is terminated by County, Contract Professional shall be compensated for, and such compensation shall be limited to, (1) the sum of the amounts contained in invoices which it has submitted and which have been approved by the County; (2) the reasonable value to County of the services which Contract Professional provided prior to the date of the termination notice, but which had not yet been approved for payment; and (3) the cost of any work which the County approves in writing which it determines is needed to accomplish an orderly termination of the work. County shall be entitled to the use of all material generated pursuant to this Agreement upon termination. Upon termination, County shall take possession of all materials, equipment, tools and facilities owned by County which Contract Professional is using, by whatever method it deems expedient; and, Contract Professional shall deliver to County all drawings, drafts or other documents it has completed or partially completed under this Agreement, together with all other items, materials and documents which have been paid for by County, and these items, materials and documents shall be the property of County. Copies of work product incomplete at the time of termination shall be marked "DRAFT -INCOMPLETE." Upon termination of this Agreement by County, Contract Professional shall have no claim of any kind whatsoever against the County by reason of such termination or by reason of any act incidental thereto, except for compensation for work satisfactorily performed and/or materials described herein properly delivered. 5. Extension or Modification. Any amendments or modifications to this agreement shall be in writing signed by both parties. No additional services or work performed by Contract Professional shall be the basis for additional compensation unless and until Contract Professional has obtained written authorization and acknowledgement by County for such additional services. Accordingly, no claim that the County has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by the County for such additional services is not timely executed and issued in strict accordance with this Agreement, Contract Professional'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. In the event the County shall require changes in the scope, character, or complexity of the work to be performed, and said changes cause an increase or decrease in the time required or the costs to the Contract Professional for performance, an equitable adjustment in fees and completion time shall be negotiated between the parties and this Agreement shall be modified accordingly by a supplemental Agreement. Any claims by the Contract Professional for adjustment hereunder must be made in writing prior to performance of any work covered in the anticipated supplemental Agreement. Any change in work made without such prior supplemental Agreement shall be deemed covered in the compensation and time provisions of this Agreement 2 6. Compensation/Contract Amount. Upon Contract Professional's successful completion of the services, and County's acceptance of the same, County agrees to pay an amount no greater than $_330 per person_, which is the hid set forth in Exhibit _B_. Contract Professional acknowledges no payment in excess of that amount will be made by County unless a "change order" authorizing such additional payment has been specifically approved by the Director of Weld County Public Works, or by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code. Any other provision of this Agreement notwithstanding, in no event shall County be liable for payment for services rendered and expenses incurred by Contract Professional under the terms of this Agreement for any amount in excess of the sum of the hid amount set forth in Exhibit _B_. Contactor acknowledges that any work it performs beyond that specifically authorized by County is performed at Contract Professional's risk and without authorization under this Agreement. County shall not be liable for the payment of taxes, late charges, or penalties of any nature other than the compensation stated herein. If, at any time during the term or after termination or expiration of this Agreement, County reasonably determines that any payment made by County to Contract Professional was improper because the service for which payment was made did not perform as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from County, Contract Professional shall forthwith return such payment(s) to County. Upon termination or expiration of this Agreement, unexpended funds advanced by County, if any, shall forthwith be returned to County. County will not withhold any taxes from monies paid to the Contract Professional hereunder and Contract Professional 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. Mileage may be reimbursed if the provisions of Exhibit _A_ permit such payment at the rate set forth in Exhibit _A_. Contract Professional shall not be paid any other expenses unless set forth in this Agreement. Payment to Contract Professional will be made only upon presentation of a proper claim by Contract Professional, itemizing services performed and, (if permitted under this Agreement), mileage expense incurred. 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 Contract Professional in respect of any period after December 31 of any year, without an appropriation therefore by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25, title 30 of the Colorado Revised Statutes, the local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20) 7. Independent Contract Professional. Contract Professional agrees that it is an independent Contract Professional and that Contract Professional's officers, agents or employees will not become employees of County, nor entitled to any employee benefits from County as a result of the execution of this Agreement. Contract Professional shall perform its duties hereunder as an independent Contract Professional. Contract Professional shall be solely responsible for its acts and those of its agents and employees for all acts performed pursuant to this Agreement. Contract Professional, its employees and agents are not entitled to unemployment insurance or workers' compensation benefits through County and County shall not pay for or otherwise provide such coverage for Contract Professional or any of its agents or employees. Unemployment insurance benefits will be available to Contract Professional and its employees and agents only if such coverage is made available by Contract Professional or a third party. Contract Professional shall pay when due all applicable employment taxes and income taxes and local head taxes (if applicable) incurred pursuant to this Agreement. Contract Professional shall not have authorization, express or implied, to hind County to any agreement, liability or understanding, except as expressly set forth in this Agreement. Contract Professional shall have the following responsibilities with regard to workers' compensation and unemployment compensation insurance matters: (a) provide and keep in force workers' compensation and unemployment compensation insurance in the amounts required by law (and as set forth in Exhibit _Bprovide proof thereof when requested to do so by County. 3 8. Subcontractors. Contract Professional acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Contract Professional. Contract Professional shall not enter into any subcontractor agreements for the completion of this project 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 discretion, shall be assigned to the project. Contract Professional shall require each subcontractor, as approved by County and to the extent of the Services to be performed by the subcontractor, to be bound to Contract Professional by the terms of this Agreement, and to assume toward Contract Professional all the obligations and responsibilities which Contract Professional, by this Agreement, assumes toward County. County shall have the right (but not the obligation) to enforce the provisions of this Agreement against any subcontractor hired by Contract Professional and Contract Professional shall cooperate in such process. The Contract Professional shall be responsible for the acts and omissions of its agents, employees and subcontractors. 9. Ownership. All work and information obtained by Contract Professional under this Agreement or individual work order shall become or remain (as applicable), the property of County. In addition, all reports, documents, data, plans, drawings, records and computer files generated by Contract Professional in relation to this Agreement and all reports, test results and all other tangible materials obtained and/or produced in connection with the performance of this Agreement, whether or not such materials are in completed form, shall at all times be considered the property of the County. Contract Professional shall not make use of such material for purposes other than in connection with this Agreement without prior written approval of County. 10. Confidentiality. Confidential financial information of the Contract Professional should be transmitted separately from the main bid submittal, clearly denoting in red on the financial information at the top the word, "CONFIDENTIAL." However, Contract Professional is advised that as a public entity, Weld County must comply with the provisions of C.R.S. 24-72-201, et seq., with regard to public records, and cannot guarantee the confidentiality of all documents. Contract Professional agrees to keep confidential all of County's confidential information. Contract Professional agrees not to sell, assign, distribute, or disclose any such confidential information to any other person or entity without seeking written permission from the County. Contract Professional agrees to advise its employees, agents, and consultants, of the confidential and proprietary nature of this confidential information and of the restrictions imposed by 'his agreement. 11. Warranty. Contract Professional warrants that the services performed under this Agreement will be performed in a manner consistent with the professional standards governing such services and the provisions of this Agreement. Contract Professional further represents and warrants that all services shall be performed by qualified personnel in a professional and workmanlike manner, consistent with industry standards, and that all services will conform to applicable specifications. 4 In addition to the foregoing warranties, Contract Professional is aware that all work performed on this Project pursuant to this Agreement is subject to a one-year warranty period during which Contract Professional must correct any failures or deficiencies. this warranty shall commence on the date of County's final inspection and acceptance of the Project. 12. Acceptance of Services Not a Waiver. Upon completion of the work, Contract Professional shall submit to County originals of all test results, reports. etc., generated during completion of this work. Acceptance by County of reports and incidental material(s) furnished under this Agreement shall not in any way relieve Contract Professional of responsibility for the quality and accuracy of the project. In no event shall any action by County hereunder constitute or be construed to be a waiver by County of any breach of this Agreement or default which may then exist on the part of Contract Professional, and County's action or inaction when any such breach or default shall exist shall not impair or prejudice any right or remedy available to County with respect to such breach or default. No assent, expressed or implied, to any breach of any one or more covenants, provisions or conditions of the Agreement shall be deemed or taken to be a waiver of any other breach. Acceptance by the County of, or payment for, the services completed under this Agreement shall not be construed as a waiver of any of the County's rights under this Agreement or under the law generally. 13. Insurance and Indemnification. Contract Professionals must secure, at or before the time of execution of any agreement or commencement of any work, the following insurance covering all operations, goods or services provided pursuant to this request. Contract Professionals shall keep the required insurance coverage in force at all times during the term of the Agreement, or any extension thereof, and during any warranty period. I he required insurance shall be underwritten by an insurer licensed to do business in Colorado and rated by A.M. Best Company as "A"VIII or better. Each policy shall contain a valid provision or endorsement stating "Should any of the above -described policies by canceled or should any coverage be reduced before the expiration date thereof, the issuing company shall send written notice to the Weld County Director of General Services by certified mail. return receipt requested. Such written notice shall be sent thirty (30) days prior to such cancellation or reduction unless due to non-payment of premiums for which notice shall be sent ten (10) days prior. If any policy is in excess of a deductible or self -insured retention, County must be notified by the Contract Professional. Contract Professional shall be responsible for the payment of any deductible or self -insured retention. County reserves the right to require Contract Professional to provide a bond, at no cost to County, in the amount of the deductible or self -insured retention to guarantee payment of claims. The insurance coverage's specified in this Agreement are the minimum requirements, and these requirements do not decrease or limit the liability of Professional. the County in no way warrants that the minimum limits contained herein are sufficient to protect them from liabilities that might arise out of the performance of the work under this Contract by the Contract Professional, its agents, representatives, employees, or subcontractors. `the Contract Professional shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. The Contract Professional is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. The Contract Professional shall maintain, at its own expense, any additional kinds or amounts of insurance that it may deem necessary to cover its obligations and liabilities under this Agreement. Any modification to these requirements must be made in writing by Weld County. The Contract Professional stipulates that it has met the insurance requirements identified herein. "I he Contract Professional shall be responsible for the professional quality, technical accuracy, and quantity of all services provided, the timely delivery of said services, and the coordination of all services rendered by the Contract Professional and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. 5 INDEMNITY: The Contract Professional shall defend, indemnify and hold harmless County, its officers, agents, and employees, from and against injury, loss damage, liability, suits, actions, or willful acts or omissions of Contract Professional, or claims of any type or character arising out of the work done in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers' compensation law or arising out of the failure of the Contract Professional to conform to any statutes, ordinances, regulation, law or court decree. The Contract Professional shall be fully responsible and liable for any and all injuries or damage received or sustained by any person, persons, or property on account of its performance under this Agreement or its failure to comply with the provisions of the Agreement, or on account of or in consequence of neglect of the Contract Professional in its methods or procedures; or in its provisions of the materials required herein, or from any claims or amounts arising or recovered under the Worker's Compensation Act, or other law, ordinance, order, or decree. This paragraph shall survive expiration or termination hereof. It is agreed that the Contract Professional will be responsible for primary loss investigation, defense and judgment costs where this contract of indemnity applies. In consideration of the award of this contract, the Contract Professional agrees to waive all rights of subrogation against the County its associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers for losses arising from the work performed by the Contract Professional for the County. A failure to comply with this provision shall result in County's right to immediately terminate this Agreement. Types of Insurance: The Contract Professional shall obtain, and maintain at all times during the term of any Agreement, insurance in the following kinds and amounts: Workers' Compensation Insurance as required by state statute, and Employer's Liability Insurance covering all of the Contract Professional's employees acting within the course and scope of their employment. Policy shall contain a waiver of subrogation against the County. This requirement shall not apply when a Contract Professional or subcontractor is exempt under Colorado Workers' Compensation Act., AND when such Contract Professional or subcontractor executes the appropriate sole proprietor waiver form. Commercial General Liability Insurance shall include bodily injury, property damage, and liability assumed under the contract. $1,000,000 each occurrence; $1,000,000 general aggregate; $1,000,000 Personal Advertising injury Automobile Liability: Contract Professional shall maintain limits of $1,000,000 for bodily injury per person, $1,000,000 for bodily injury for each accident, and $1,000,000 for property damage applicable to all vehicles operating both on County property and elsewhere, for vehicles owned, hired, and non - owned vehicles used in the performance of this Contract. 6 Professional Liability (Errors and Omissions Liability) The policy shall cover professional misconduct or lack of ordinary skill for those positions defined in the Scope of Services of this contract. Contract Professional shall maintain limits for all claims covering wrongful acts. errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or in the course of operations under this Contract resulting from professional services. In the event that the professional liability insurance required by this Contract is written on a claims -made basis, Contract Professional warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. Minimum Limits: Per I,oss Aggregate $ 1,000,000 $ 2,000,000 Contract Professionals shall secure and deliver to the County at or before the time of execution of this Agreement, and shall keep in force at all times during the term of the Agreement as the same may be extended as herein provided, a commercial general liability insurance policy, including public liability and property damage, in form and company acceptable to and approved by said Administrator, covering all operations hereunder set forth in the related Bid or Request for Proposal. Proof of Insurance: County reserves the right to require the Contract Professional to provide a certificate of insurance, a policy, or other proof of insurance as required by the County's Risk Administrator in his sole discretion. Additional Insureds: For general liability, excess/umbrella liability, pollution legal liability, liquor liability, and inland marine, Contract Professional's insurer shall name County as an additional insured. Waiver of Subrogation: For all coverages, Contract Professional's insurer shall waive subrogation rights against County. Subcontractors: All subcontractors, independent Contract Professionals, sub -vendors, suppliers or other entities providing goods or services required by this Agreement shall he subject to all of the requirements herein and shall procure and maintain the same coverage's required of Contract Professional. Contract Professional shall include all such subcontractors, independent Contract Professionals, sub -vendors suppliers or other entities as insureds under its policies or shall ensure that all subcontractors maintain the required coverages. Contract Professional agrees to provide proof of insurance for all such subcontractors, independent Contract Professionals, sub -vendors suppliers or other entities upon request by the County. 7 14. Non -Assignment. Contract Professional may not assign or transfer this Agreement or any interest therein or claim thereunder, without the prior written approval of County. Any attempts by Contract Professional to assign or transfer its rights hereunder without such prior approval by County shall, at the option of County, automatically terminate this Agreement and all rights of Contract Professional hereunder. Such consent may be granted or denied at the sole and absolute discretion of County. 15. Examination of Records. To the extent required by law, the Contractor agrees that any duly authorized representative of County, including the County Auditor, shall have access to and the right to examine and audit any books, documents. papers and records of Contractor, involving all matters and/or transactions related to this Agreement. The Contractor agrees to maintain these documents for three years from the date of the last payment received. 16. Interruptions. Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes or Governmental actions. 17. Notices. County may designate, prior to commencement of work, its project representative ("County Representative") who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to County Representative. The County Representative for purposes of this Agreement is hereby identified as, Director of Weld County Department of Public Works, or his designee. All notices or other communications (including annual maintenance made by one party to the other concerning the terms and conditions of this contract shall be deemed delivered under the following circumstances: (a) personal service by a reputable courier service requiring signature for receipt; or (b) five (5) days following delivery to the United States Postal Service, postage prepaid addressed to a party at the address set forth in this contract; or (c) electronic transmission via email at the address set forth below, where a receipt or acknowledgment is required by the sending party; or (d) transmission via facsimile, at the number set forth below, where a receipt or acknowledgment is required by the sending party. Either party may change its notice address(es) by written notice to the other. Notification Information: Contract Professional: Boone Heart Institute, PC Attn.: Tyler Boone Address: 7355 E. Orchard Rd., Suite 100 Address: Greenwood Village, CO 80111 E-mail: tboone@booneheart.com With copy to: Name: Position: Address: Address: E-mail: 8 County: Name: Kelly Leffler Position: Safety Manager Address: 1150 O Street Address: Greeley, CO 80631 E-mail: kleffler a weld.gov 18. Compliance with Law. Contract Professional shall strictly comply with all applicable federal and State laws, rules and regulations in effect or hereafter established, including without limitation, laws applicable to discrimination and unfair employment practices. 19. Non -Exclusive Agreement. This Agreement is nonexclusive and County may engage or use other Contract Professionals or persons to perform services of the same or similar nature. 20. Entire Agreement/Modifications. This Agreement including the Exhibits attached hereto and incorporated herein, contains the entire agreement between the parties with respect to the subject matter contained in this Agreement. This instrument supersedes all prior negotiations, representations, and understandings or agreements with respect to the subject matter contained in this Agreement. This Agreement may be changed or supplemented only by a written instrument signed by both parties. 21. Fund Availability. Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. Execution of this Agreement by County does not create an obligation on the part of County to expend funds not otherwise appropriated in each succeeding year. 22. Employee Financial Interest/Conflict of Interest — C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories to this Agreement aver that to their knowledge, no employee of Weld County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement. County has no interest and shall not acquire any interest direct or indirect, that would in any manner or degree interfere with the performance of Contract Professional's services and Contract Professional shall not employ any person having such known interests. During the term of this Agreement, Contract Professional shall not engage in any in any business or personal activities or practices or maintain any relationships which actually conflicts with or in any way appear to conflict with the full performance of its obligations under this Agreement. Failure by Contract Professional to ensure compliance with this provision may result, in County's sole discretion, in immediate termination of this Agreement. No employee of Contract Professional nor any member of Contract Professional's family shall serve on a County Board, committee or hold any such position which either by rule, practice or action nominates, recommends, supervises Contract Professional's operations, or authorizes funding to Contract Professional. 23. Severability. If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties. 24. Governmental Immunity. No term or condition of this contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental Immunity Act §§24-10-101 et seq., as applicable now or hereafter amended. 9 25. No Third Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall be an incidental beneficiary only. 26. Board of County Commissioners of Weld County Approval. This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado or its designee. 27. Choice of Law/Jurisdiction. Colorado law, and rules and regulations established pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void. In the event of a legal dispute between the parties. Contract Professional agrees that the Weld County District Court shall have exclusive jurisdiction to resolve said dispute. 28. Public Contracts for Services C.R.S. §8-17.5-101. Contract Professional certifies, warrants, and agrees that it does not knowingly employ or contract with an illegal alien who will perform work under this contract. Contract Professional will confirm the employment eligibility of all employees who are newly hired for employment in the United States to perform work under this Agreement, through participation in the E -Verify program or the State of Colorado program established pursuant to C.R.S. §8-17.5-102(5)(c). Contract Professional shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or enter into a contract with a subcontractor that fails to certify with Contract Professional that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Agreement. Contract Professional shall not use E -Verify Program or State of Colorado program procedures to undertake pre- employment screening or job applicants while this Agreement is being performed. If Contract Professional obtains actual knowledge that a subcontractor performing work under the public contract for services knowingly employs or contracts with an illegal alien Contract Professional shall notify the subcontractor and County within three (3) days that Contract Professional has actual knowledge that a subcontractor is employing or contracting with an illegal alien and shall terminate the subcontract if a subcontractor does not stop employing or contracting with the illegal alien within three (3) days of receiving notice. Contract Professional shall not terminate the contract if within three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. Contract Professional shall comply with reasonable requests made in the course of an investigation, undertaken pursuant to C.R.S. §8- 17.5102(5), by the Colorado Department of Labor and Employment. If Contract Professional participates in the State of Colorado program, Contract Professional shall, within twenty days after hiring an new employee to perform work under the contract, affirm that Contract Professional has examined the legal work status of such employee, retained file copies of the documents, and not altered or falsified the identification documents for such employees. Contract Professional shall deliver to County, a written notarized affirmation that it has examined the legal work status of such employee, and shall comply with all of the other requirements of the State of Colorado program. If Contract Professional fails to comply with any requirement of this provision or of C.R.S. §8-17.5-101 et seq., County, may terminate this Agreement for breach, and if so terminated, Contract Professional shall be liable for actual and consequential damages. 10 Except where exempted by federal law and except as provided in C.R.S. § 24-76.5-103(3), if Contract Professional receives federal or state funds under the contract, Contract Professional must confirm that any individual natural person eighteen (18) years of age or older is lawfully present in the United States pursuant to C.R.S. § 24-76.5-103(4), if such individual applies for public benefits provided under the contract. If Contract Professional operates as a sole proprietor, it hereby swears or affirms under penalty of perjury that it: (a) is a citizen of the United States or is otherwise lawfully present in the United States pursuant to federal law, (b) shall produce one of the forms of identification required by C.R.S. § 24-76.5-101, et seq., and (c) shall produce one of the forms of identification required by C.R.S. § 24-76.5-103 prior to the effective date of the contract. 29. Compliance with Davis -Bacon Wage Rates. Contract Professional understands and agrees that, if required by the provisions of Exhibit _A , the work shall be in compliance with the Davis- Bacon Wage Rates. (If compliance with this statute is required by County under this Agreement, a copy of the information is contained in Exhibit __A_, County's Request for Proposal, and is a part this Agreement.) 30. Attorneys Fees/Legal Costs. In the event of a dispute between County and Contract Professional, concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 31. Binding Arbitration Prohibited: Weld County does not agree to binding arbitration by any extra judicial body or person. Any provision to the contrary in this Agreement or incorporated herein by reference shall be null and void. 32. Official Engineering Publications: Contract Professional acknowledges and agrees that the Colorado Department of Transportation "Standard Specifications for Road and Bridge Construction" and the Colorado Department of Transportation Standard Plans "M & S Standards" establish the requirements for all work performed by Contract Professional under this Agreement, and that a failure to meet the standards set by these publications may result in withholding by County of some or all of the Compensation. 33. Compliance with Colorado Department of Transportation Regulations and Standards_ Contract Professional acknowledges and agrees that the Colorado Department of Transportation "Standard Specifications for Road and Bridge Construction" and the Colorado Department of Transportation Standard Plans "M & S Standards" establish the requirements for all work performed by Contract Professional under this Agreement, and Contract Professional agrees to meet or exceed all standards set by these publications. Contract Professional further acknowledger and agrees that a failure to meet the standards set by these publications may result in withholding by County of some or all of the Contract Amount. Acknowledgment. County and Contract Professional acknowledge that each has read this Agreement, understands it and agrees to be bound by its terms. Both parties further agree that this Agreement, with the attached Exhibits _A__ and B , is the complete and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements, oral or written, and any other communications between the parties relating to the subject matter of this Agreement. IN WITNESS WHEREOF, the parties hereto have signed this Agreement this 29 August , 2023. CONTRACT PROFESSIONAL: By: '"4 - Name: Parker Boone Title: VP, Operations Date $/29/2;; day of WELD CO ' Y: ATTEST: Al �,�LD'& BOARD OF COUNTY COMMISSIONERS Weld Cou ty Irk to the Boar t WELD COUNTY, COLORADO Deputy Clerk ;� the .oar s,/V 11 i BY: e Freeman, Chair SEP 2 5 2323 12 020a,3-aa38 EXHIBIT A REQUEST FOR PROPOSALS WELD COUNTY, COLORADO 1301 NORTH 17TH AVENUE GREELEY, CO 80631 DATE: JULY 14, 2023 PROPOSAL NUMBER: B2300151 DESCRIPTION: CARDIOVASCULAR WELLNESS SCREENING DEPARTMENT: HUMAN RESOURCES BID OPENING DATE: AUGUST 1, 2023 1. NOTICE TO VENDORS: The Board of County Commissioners of Weld County. Colorado, by and through its Controller (collectively referred to herein as, `Weld County"), wishes to purchase the following: CARDIOVASCULAR WELLNESS SCREENING Question submission deadline: JULY 20, 2023 by 10:00 AM. Email questions to: bids@weldgovcam Questions and Answers will be posted on https://www.bidnetdirect.com/ on or before JULY 24, 2023 by 12:00PM(NOON). Proposals will be received until: August 1, 2023 at 10:00 AM (Weld County Purchasing Time Clock). The submitted proposals will be read over a Microsoft Teams Conference Call on AUGUST 1, 2023 at 10:30 AM. To join, call the phone number and enter the Conference ID provided below or you are invited to attend the bid opening in person at the Weld County Purchasing Conference Room, 1301 N 17th Avenue, Greeley, CO 80631. Phone number: 720-439-5261 Phone Conference ID: 678898997 PAGES 1 - 8 OF THIS REQUEST FOR PROPOSALS CONTAINS GENERAL INFORMATION FOR THE REQUEST NUMBER REFERRED TO ABOVE. NOT ALL OF THE INFORMATION CONTAINED IN PAGES 1 - 8 MAY BE APPLICABLE FOR EVERY PURCHASE. PROPOSAL SPECIFICS FOLLOW PAGE 8. 2. INVITATION TO PROPOSE: Weld County requests proposals for the above -listed merchandise, equipment, and/or services Said merchandise and/or equipment shall be delivered to the location(s) specified herein. Proposals shall include all charges for freight. delivery, containers, packaging, less all taxes and discounts, and shall, in every way, be the total net price which the Vendor will expect Weld County to pay if awarded the proposal. You can find information concerning this request on the BidNet Direct website at https.//www bidnetdirect com/. Weld County Government is a member of BidNet Direct which is an online notification system being utilized by multiple non-profit and governmental entities. Participating entities post their bids, quotes, proposals, addendums, and awards on this one centralized system. B2300151 1 Proposal Delivery to Weld County: A. Emailed proposals are required. PREFERRED: email bids to bidsc weldgov.com; however, if your proposal exceeds 25MB please upload it to https://www.bidnetdirect.com. The maximum file size to upload to Bid Net Direct is 500 MB. B. PDF format is required. Emailed proposals must include the following statement on the email: "I hereby waive my right to a sealed proposal". An email confirmation will be sent when your proposal is received. Please call Purchasing at 970-400-4222 or 4223 with any questions. 3. INSTRUCTIONS TO VENDORS: INTRODUCTORY INFORMATION: Proposals shall be typewritten or written in ink on forms prepared by the Weld County Purchasing Department. Each proposal must give the full business address of vendor and be signed by him with his usual signature. Proposals by partnerships must furnish the full names of all partners and must be signed with the partnership name by one of the members of the partnership or by an authorized representative, followed by the signature and title of the person signing. Proposals by corporations must be signed with the legal name of the corporation, followed by the name of the state of the incorporation and by the signature and title of the president, secretary, or other person authorized to bind it in the matter. The name of each person signing shall also be typed or printed below the signature. A proposal by a person who affixes to his signature the word "president," "secretary," "agent," or other title without disclosing his principal.. may be held to be the proposal of the individual signing. When requested by the Weld County Controller, satisfactory evidence of the authority of the officer signing on behalf of a corporation shall be furnished. A power of attorney must accompany the signature of anyone not otherwise authorized to bind the Vendor. All corrections or erasures shall be initialed by the person signing the proposal. All vendors shall agree to comply with all the conditions, requirements, specifications, and/or instructions of this proposal as stated or implied herein. All designations and prices shall be fully and clearly set forth. All blank spaces in the proposal forms shall be suitably filled in. Vendors are required to use the Proposal Forms which are included in this package and on the basis indicated in the Proposal Forms. The Proposal must be filled out completely, in detail, and signed by the Vendor. Late or unsigned proposals shall not be accepted or considered. It is the responsibility of the Vendor to ensure that the proposal arrives in the Weld County Purchasing Department on or prior to the time indicated in Section 1, entitled, "Notice to Vendors." Proposals received prior to the time of opening will be kept unopened in a secure place. No responsibility will attach to the Weld County Controller for the premature opening of a proposal not properly addressed and identified Proposals may be withdrawn upon written request to and approval of the Weld County Controller; said request being received from the withdrawing Vendor prior to the time fixed for award Negligence on the part of a Vendor in preparing the proposal confers no right for the withdrawal of the proposal after it has been awarded. Vendors are expected to examine the conditions. specifications, and all instructions contained herein, failure to do so will be at the Vendors' risk. In accordance with Section 14-9(3) of the Weld County Home Rule Charter, Weld County will give preference to resident Weld County Vendors in all cases where said proposals are competitive in price and quality. It is also understood that Weld County will give preference to suppliers from the State of Colorado, in accordance with C.R.S. § 30-11-110 (when it is accepting proposals for the purchase of any books, stationery, records, printing, lithographing or other supplies for any officer of Weld County) . Weld County reserves the right to reject all proposals, to waive any informality in the proposals, to award the proposal to multiple vendors. and to accept the proposal that, in the opinion of the Board of County Commissioners, is to the best interests of Weld County The proposal(s) may be awarded to more than one vendor In submitting the proposal, the Vendor agrees that the signed proposal submitted, all the documents of the Request for Proposal contained herein (including, but not limited to, product specifications and scope of services), the successful Vendor's response, and the formal acceptance of the proposal by Weld County, together constitutes a contract, with the contract date being the date of formal acceptance of the proposal by Weld County. The County may require a separate contract, which if required, has been made a part of this RFP. B2300151 2 4. GENERAL PROVISIONS: A. Fund Availability: Financial obligations of Weld County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted, and otherwise made available. By acceptance of the proposal, Weld County does not warrant those funds will be available to fund the contract beyond the current fiscal year B. Trade Secrets and other Confidential Information: Weld County discourages Vendors from submitting confidential information, including trade secrets, that cannot be disclosed to the public. If necessary, confidential information of the Vendor shall be transmitted separately from the main proposal submittal, clearly denoting in red on the information at the top the word. "CONFIDENTIAL." However, the successful Vendor is advised that as a public entity, Weld County must comply with the provisions of C.R.S 24-72-201, et seq., the Colorado Open Records Act (CORA), with regard to public records. and cannot guarantee the confidentiality of all documents. The Vendor is responsible for ensuring that all information contained within the confidential portion of the submittal is exempt from disclosure pursuant to C R S. 24-72- 204(3)(a)(IV) (Trade secrets, privileged information, and confidential commercial, financial, geological, or geophysical data). If Weld County receives a CORA request for proposal information marked "CONFIDENTIAL", staff will review the confidential materials to determine whether any of them may be withheld from disclosure pursuant to CORA and disclose those portions staff determines are not protected from disclosure Weld County staff will not be responsible for redacting or identifying Confidential information which is included within the body of the proposal and not separately identified. Any document which is incorporated as an exhibit into any contract executed by the County shall be a public document regardless of whether it is marked as confidential. C. Governmental Immunity: No term or condition of the contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections, or other provisions. of the Colorado Governmental Immunity Act §§24-10-101 et seq., as applicable now or hereafter amended D. Independent Contractor: The successful Vendor shall perform its duties hereunder as an independent contractor and not as an employee. He or she shall be solely responsible for its acts and those of its agents and employees for all acts performed pursuant to the contract. Neither the successful Vendor nor any agent or employee thereof shall be deemed to be an agent or employee of Weld County. The successful Vendor and its employees and agents are not entitled to unemployment insurance or workers' compensation benefits through Weld County and Weld County shall not pay for or otherwise provide such coverage for the successful Vendor or any of its agents or employees. Unemployment insurance benefits will be available to the successful Vendor and its employees and agents only if such coverage is made available by the successful Vendor or a third party. The successful Vendor shall pay when due all applicable employment taxes and income taxes and local head taxes Of applicable) incurred pursuant to the contract. The successful Vendor shall not have authorization, express or implied, to bind Weld County to any agreement. liability or understanding. except as expressly set forth in the contract. The successful Vendor shall have the following responsibilities with regard to workers' compensation and unemployment compensation insurance matters: (a) provide and keep in force workers' compensation and unemployment compensation insurance in the amounts required by law. and (b) provide proof thereof when requested to do so by Weld County E Compliance with Law: The successful Vendor shall strictly comply with all applicable federal and state laws. rules and regulations in effect or hereafter established. including without limitation, laws applicable to discrimination and unfair employment practices. F. Choice of Law: Colorado lawand rules and regulations established pursuant thereto. shall be applied in the interpretation, execution. and enforcement of the contract. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void B2300151 3 G. No Third -Party Beneficiary Enforcement: It is expressly understood and agreed that the enforcement of the terms and conditions of the contract, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in the contract shall give or allow any claim or right of action whatsoever by any other person not included in the contract It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under the contract shall be an incidental beneficiary only. H. Attorney's Fees/Legal Costs: In the event of a dispute between Weld County and the successful Vendor, concerning the contract, the parties agree that Weld County shall not be liable to or responsible for the payment of attorney fees and/or legal costs incurred by or on behalf of the successful Vendor. 1. Disadvantaged Business Enterprises: Weld County assures that disadvantaged business enterprises will be afforded full opportunity to submit proposals in response to all invitations and will not be discriminated against on the grounds of race, color, national origin. sex, age, or disability in consideration for an award. J. Procurement and Performance: The successful Vendor agrees to procure the materials, equipment and/or products necessary for the project and agrees to diligently provide all services, labor, personnel, and materials necessary to perform and complete the project. The successful Vendor shall further be responsible for the timely completion and acknowledges that a failure to comply with the standards and requirements outlined in the Proposal within the time limits prescribed by County may result in County's decision to withhold payment or to terminate this Agreement. K. Term: The term of this Agreement begins upon the date of the execution of this Agreement by County and shall continue through and until successful Vendor's completion of the responsibilities described in the Proposal. L. Termination: County has the right to terminate this Agreement, with or without cause on thirty (30) days written notice. Furthermore, this Agreement may be terminated at any time without notice upon a material breach of the terms of the Agreement M. Extension or Modification: Any amendments or modifications to this agreement shall be in writing signed by both parties. No additional services or work performed by the successful Vendor shall be the basis for additional compensation unless and until the successful Vendor has obtained written authorization and acknowledgement by County for such additional services. Accordingly. no claim that the County has been unjustly enriched by any additional services, whether there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder N. Subcontractors: The successful Vendor acknowledges that County has entered into this Agreement in reliance upon the reputation and expertise of the successful Vendor. The successful Vendor shall not enter into any subcontractor agreements for the completion of this Project 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 discretion, shall be assigned to the Project. The successful Vendor shall require each subcontractor, as approved by County and to the extent of the Services to be performed by the subcontractor, to be bound to the successful Vendor by the terms of this Agreement, and to assume toward the successful Vendor all the obligations and responsibilities which the successful Vendor, by this Agreement, assumes toward County. County shall have the right (but not the obligation) to enforce the provisions of this Agreement against any subcontractor hired by the successful Vendor and the successful Vendor shall cooperate in such process. The successful Vendor shall be responsible for the acts and omissions of its agents, employees.. and subcontractors 0. Warranty: The successful Vendor warrants that services performed under this Agreement will be performed in a manner consistent with the standards governing such services and the provisions of this B2300151 4 Agreement The successful Vendor further represents and warrants that all services shall be performed by qualified personnel in a professional and workmanlike manner, consistent with industry standards, and that all services will conform to applicable specifications The Vendor warrants that the goods to be supplied shall be merchantable, of good quality, and free from defects, whether patent or latent The goods shall be sufficient for the purpose intended and conform to the minimum specifications herein The successful Vendor shall warrant that he has title to the goods supplied and that the goods are free and clear of all liens, encumbrances, and security interests Service Calls in the First One Year Period The successful Vendor shall bear all costs for mileage, travel time, and service trucks used in the servicing (including repairs) of any of the goods to be purchased by Weld County, Colorado, pursuant to this proposal for as many service calls as are necessary for the first one (1) year period after said goods are first supplied to Weld County Vendor shall submit with their proposals the following information pertaining to the equipment upon which the proposals are submitted 1 Detailed equipment specifications to include the warranty 2 Descriptive literature P Non -Assignment The successful Vendor may not assign or transfer this Agreement or any interest therein or claim thereunder, without the prior written approval of County Any attempts by the successful Vendor to assign or transfer its rights hereunder without such prior approval by County shall, at the option of County, automatically terminate this Agreement and all rights of the successful Vendor hereunder Such consent may be granted or denied at the sole and absolute discretion of County Q Interruptions Neither party to this Agreement shall be liable to the other for delays in delivery or failure to deliver or otherwise to perform any obligation under this Agreement, where such failure is due to any cause beyond its reasonable control, including but not limited to Acts of God, fires, strikes, war, flood, earthquakes, or Governmental actions R Non -Exclusive Agreement This Agreement is nonexclusive, and County may engage or use other contractors or persons to perform services of the same or similar nature S Employee Financial Interest/Conflict of Interest — CRS §§24-18-201 et seq and §24-50-507 The signatories to this Agreement agree that to their knowledge, no employee of Weld County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement County has no interest and shall not acquire any interest direct or indirect, that would in any manner or degree interfere with the performance of the successful Vendor's services and the successful Vendor shall not employ any person having such known interests During the term of this Agreement, the successful Vendor shall not engage in any in any business or personal activities or practices or maintain any relationships which conflicts with or in any way appear to conflict with the full performance of its obligations under this Agreement Failure by the successful Vendor to ensure compliance with this provision may result, in County's sole discretion, in immediate termination of this Agreement No employee of the successful Vendor nor any member of the successful Vendor's family shall serve on a County Board, committee or hold any such position which either by rule, practice or action nominates, recommends, supervises the successful Vendor's operations, or authorizes funding to the successful Vendor T Severability If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties U Binding Arbitration Prohibited Weld County does not agree to binding arbitration by any extra- judicial body or person Any provision to the contrary in the contract or incorporated herein by reference shall be null and void B2300151 5 V Board of County Commissioners of Weld County Approval This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado, or its designee W Compensation Amount Upon the successful Vendor's successful completion of the service, and County's acceptance of the same, County agrees to pay an amount no greater than the amount of the accepted proposal The successful Vendor acknowledges no payment more than that amount will be made by County unless a "change order" authorizing such additional payment has been specifically approved by the County's delegated employee, or by formal resolution of the Weld County Board of County Commissioners, as required pursuant to the Weld County Code X Taxes County will not withhold any taxes from monies paid to the successful Vendor hereunder and the successful Vendor agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement Contractor 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 6 INSURANCE REQUIREMENTS Insurance and Indemnification Contract Professionals must secure, at or before the time of execution of any agreement or commencement of any work, the following insurance covering all operations, goods or services provided pursuant to this request Contract Professionals shall always keep the required insurance coverage in force during the term of the Agreement, or any extension thereof, and during any warranty period The required insurance shall be underwritten by an insurer licensed to do business in Colorado and rated by A M Best Company as "A" VIII or better Each policy shall contain a valid provision or endorsement stating "Should any of the above -described policies by canceled or should any coverage be reduced before the expiration date thereof, the issuing company shall send written notice to the Weld County Controller by certified mail, return receipt requested Such written notice shall be sent thirty (30) days prior to such cancellation or reduction unless due to non-payment of premiums for which notice shall be sent ten (10) days prior If any policy is in excess of a deductible or self -insured retention, County must be notified by the Contract Professional Contract Professional shall be responsible for the payment of any deductible or self - insured retention County reserves the right to require Contract Professional to provide a bond, at no cost to County, in the amount of the deductible or self -insured retention to guarantee payment of claims The insurance coverages specified in this Agreement are the minimum requirements, and these requirements do not decrease or limit the liability of Professional The County in no way warrants that the minimum limits contained herein are sufficient to protect them from liabilities that might arise out of the performance of the work under this Contract by the Contract Professional, its agents, representatives, employees, or subcontractors The Contract Professional shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages The Contract Professional is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types The Contract Professional shall maintain, at its own expense, any additional kinds or amounts of insurance that it may deem necessary to cover its obligations and liabilities under this Agreement Any modification to these requirements must be made in writing by Weld County The Contract Professional stipulates that it has met the insurance requirements identified herein The Contract Professional shall be responsible for the professional quality, technical accuracy, and quantity of all services provided, the timely delivery of said services, and the coordination of all services rendered by the Contract Professional and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies INDEMNITY The Contract Professional shall defend, indemnify and hold harmless County, its officers, agents, and employees, from and against injury, loss damage, liability, suits, actions, or willful acts or omissions of Contract Professional, or claims of any type or character arising out of the work done in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers' compensation law or arising out of the failure of the Contract Professional to conform to any statutes, ordinances, regulation, law or court decree The Contract Professional shall be fully responsible and liable for any and all injuries or damage received or sustained by any person, persons, or property on 62300151 6 account of its performance under this Agreement or its failure to comply with the provisions of the Agreement, or on account of or in consequence of neglect of the Contract Professional in its methods or procedures, or in its provisions of the materials required herein, or from any claims or amounts arising or recovered under the Worker's Compensation Act, or other law, ordinance, order, or decree This paragraph shall survive expiration or termination hereof It is agreed that the Contract Professional will be responsible for primary loss investigation, defense, and judgment costs where this contract of indemnity applies In consideration of the award of this contract, the Contract Professional agrees to waive all rights of subrogation against the County its associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers for losses arising from the work performed by the Contract Professional for the County A failure to comply with this provision shall result in County's right to immediately terminate this Agreement Types of Insurance The Contract Professional shall obtain, and maintain at all times during the term of any Agreement, insurance in the following kinds and amounts Workers' Compensation Insurance as required by state statute, and Employer's Liability Insurance covering all of the Contract Professional's employees acting within the course and scope of their employment Policy shall contain a waiver of subrogation against the County This requirement shall not apply when a Contract Professional or subcontractor is exempt under Colorado Workers' Compensation Act , AND when such Contract Professional or subcontractor executes the appropriate sole proprietor waiver form Commercial General Liability Insurance shall include bodily injury, property damage, and liability assumed under the contract $1,000,000 each occurrence $1,000,000 general aggregate $1,000,000 Personal Advertising injury Automobile Liability Contract Professional shall maintain limits of $1,000,000 for bodily injury per person, $1,000,000 for bodily injury for each accident, and $1,000,000 for property damage applicable to all vehicles operating both on County property and elsewhere, for vehicles owned, hired, and non -owned vehicles used in the performance of this Contract Professional Liability (Errors and Omissions Liability) The policy shall cover professional misconduct or lack of ordinary skill for those positions defined in the Scope of Services of this contract Contract Professional shall maintain limits for all claims covering wrongful acts, errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or during operations under this Contract resulting from professional services If the professional liability insurance required by this Contract is written on a claims -made basis, Contract Professional warrants that any retroactive date under the policy shall precede the effective date of this Contract, and that either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed Minimum Limits Per Loss Aggregate $ 1,000,000 $ 2,000,000 Contract Professionals shall secure and deliver to the County at or before the time of execution of this Agreement and shall keep in force at all times during the term of the Agreement as the same may be extended as herein provided, a commercial general liability insurance policy, including public liability and property damage, in form and company acceptable to and approved by said Administrator, covering all operations hereunder set forth in the related Proposal Proof of Insurance County reserves the right to require the Contract Professional to provide a certificate of insurance, a policy, or other proof of insurance as required by the County's Risk Administrator in his sole discretion B2300151 7 Additional Insureds For general liability, excess/umbrella liability, pollution legal liability, liquor liability, and inland marine, Contract Professional's insurer shall name County as an additional insured Waiver of Subrogation For all coverages, Contract Professional's insurer shall waive subrogation rights against County Subcontractors All subcontractors, independent Contract Professionals, sub -vendors, suppliers, or other entities providing goods or services required by this Agreement shall be subject to all the requirements herein and shall procure and maintain the same coverages required of Contract Professional Contract Professional shall include all such subcontractors, independent Contract Professionals, sub -vendors suppliers or other entities as insureds under its policies or shall ensure that all subcontractors maintain the required coverages Contract Professional agrees to provide proof of insurance for all such subcontractors, independent Contract Professionals, sub -vendors suppliers or other entities upon request by the County The terms of this Agreement are contained in the terms recited in this Request for Proposal and in the Response to the Proposal each of which forms an integral part of this Agreement Those documents are specifically incorporated herein by this reference 82300151 8 PROPOSAL SPECIFICATIONS SUMMARY OF INTENT/SCOPE OF WORK Weld County Human Resources is seeking proposals from qualified bidders to provide an extensive cardiovascular program to the employees of Weld County Our goal is to bring in a program that is mobile, cost effective and able to identify the risk factors of heart disease and stroke before they strike The cardiovascular program will provide a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff This program will be able to provide us with aggregate data in a HIPAA compliant format INTRODUCTION & BACKGROUND Weld County covers approximately 4,000 square miles, sprawling over many rural communities Hosting approximately 1,850 employees and 30 different departments Currently cardiovascular disease continues to be among Weld County's top preventable healthcare claims, causing an increase in premiums, lost work time and medication costs It is estimated that heart disease, including stroke and high blood pressure, are responsible for more costs than any other disease or injury In 2022 Weld County's total medical expenses for cardiovascular disease was over 2 5 million RESOURCES Weld County will provide a location with adequate space to provide the testing in a HIPAA compliant format Weld County will provide the staff to aid in scheduling and marketing of the program SECTION 1 - PROPOSAL INFORMATION 1 0 PROJECT OBJECTIVES Weld County seeks a program that will provide a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff Weld County seeks to screen approximately 350 employees in 2023 Weld County seeks to have a program that can be provided onsite, in a timely manner, with minimal disruptions in the workday in a HIPAA compliant testing area, Weld County seeks to have a program that provides each participant with a medically reviewed plan and the action steps to take to their primary care provider Weld County seek to receive HIPPA compliant aggregate data Weld County seeks to identify the risk factors of cardiovascular disease as well as early intervention Weld County seeks to reduce cardiovascular medical claims Weld County seeks to have this program cost between $200-$600 per individual participant Weld County seeks a company that works collaboratively with the Human Resources Office, communicates well, follows the given timeline, and provides updates and changes if necessary 82300151 9 2 2 ORGANIZATIONAL BACKGROUND AND OVERVIEW The Bidder must provide a brief history and overview of its company and its organizational structure, with special emphasis on how this Project will fit within that structure Include principal place of business location(s), office locations and size of firm Also include the number of years in business, any other names your company has operated under, and if you or your firm has ever failed to complete any work awarded to you Also, are you presently involved in any litigation with any government agency, if so, explain type and current status Please submit a resume for the Project Manager and each key personnel assigned to this project 2 3 EXPERTISE AND QUALIFICATIONS The minimum qualifications that must be met for this Project are Verifiable experience of at least five (5) years in providing an onsite extensive cardiovascular program Verifiable experience demonstrating success at other facilities and providing the employee with a clear action plan to take to their Primary Care Provider Verifiable experience in defending the validity of testing provided Training, experience, education, and other qualifications of staff assigned to the project with emphasis on documented experience in successfully completing work on contracts of similar size and scope to the services required by this RFP The Bidder must have a Medical Provider who reviews individual results The Bidder must demonstrate successful experience in managing and testing large groups of employees in a timely manner All assessment instruments that are proposed shall demonstrate compliance with all relevant professional and legal standards, including all state and federal laws relative to discrimination or disparate impact on any protected classes of individuals The preferred qualifications for this project are The Bidder's project team assigned has expertise in in preventative cardiology The Bidder will provide onsite testing that includes a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff The Bidder's project manager has ten (10) or more years of experience in managing onsite testing for 300 or more participants The Bidder's project manager has experience and can provide HIPAA compliant aggregate data The Bidder shall provide a list of at least five similar projects, summaries of projects and contact information for references (name, phone number and e-mail) B2300151 10 3.0 EVALUATION CRITERIA Proposals will be individually evaluated by each selection committee member. The criteria below will be the basis for review of the written proposals. CRITERIA MAX SCORE EXPERTISE See Section AND II — Item QUALIFICATIONS 2.3 60 PROPOSED See Section PRICE II — Item 2.4 30 PROPOSAL See Section PRESENTATION II Item 2.7 10 — TOTAL 100 3.1 RANKING The order of ranking or importance in the evaluation shall be as follows: First: Expertise and Qualifications Second. Proposed Price Third Proposal Presentation PROPOSAL SUBMITTAL INSTRUCTIONS: The following items must be completed and submitted with your proposal opening deadline of 10:00 AM on AUGUST 1, 2023: 1) Pages 9 thru 12 of the Proposal Specifications. 2) W9, if applicable* 3) Any future Addenda must be completed. 4) All other items as requested in the Proposal Specifications. on or before the proposal *A current W9 is required for new vendors If you have previously worked with Weld County, only provide your W9 if there has been a change. Failure to include any of the above items upon submittal of your proposal may result in your proposal being incomplete and your proposal being rejected. If there are any exclusions or contingencies submitted with your proposal it may be disqualified. 62300151 11 The undersigned, by his or her signature, hereby acknowledges and represents that: 1. The proposal proposed herein meets all of the conditions, specifications and special provisions set forth in the Request for Proposal for Request No. #B2300151. 2. The quotations set forth herein are exclusive of any federal excise taxes and all other state and local taxes. 3. He or she is authorized to bind the below -named Vendor for the amount shown on the accompanying proposal sheets. 4. The signed proposal submitted, all of the documents of the Request for Proposal contained herein (including, but not limited to, product specifications and scope of services), and the formal acceptance of the proposal by Weld County, together constitutes a contract. with the contract date being the date of formal acceptance of the proposal by Weld County. 5. Weld County reserves the right to reject any and all proposals, to waive any informality in the proposals, and to accept the proposal that, in the opinion of the Board of County Commissioners. is in the best interest of Weld County. The proposal(s) may be awarded to more than one vendor. FIRM BY BUSINESS ADDRESS CITY, STATE, (Please print) DATE ZIP CODE TELEPHONE NO FAX TAX ID # SIGNATURE E-MAIL WELD COUNTY IS EXEMPT FROM COLORADO SALES TAXES. THE CERTIFICATE OF EXEMPTION NUMBER IS #98-03551-0000. ATTEST Weld County Clerk to the Board BY: YOU DO NOT NEED TO SEND BACK PAGES 1 - 8. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO Deputy Clerk to the Board Mike Freeman, Chair APPROVED AS TO SUBSTANCE Elected Official or Department Head Controller B2300151 12 EXHIBIT B Rose Everett From: Sent: To: Subject: Attachments: Tyler Boone <tboone@booneheart.com> Thursday, July 27, 2023 12:48 PM bids Boone Heart Institute Proposal to Weld County - B2300151 BooneHeart-WeldCountyBid.pdf; Jeffrey Boone MD CV.pdf; Mark Anderson Resume.pdf; Request-Signed.pdf; BooneHeart-W9-2023.pdf Caution: This email originated from outside of Weld County Government Do not click links or open attachments unless you recognize the sender and know the content is safe. Hello, Attached please find the Boone Heart Institute's proposal for Weld County's Cardiovascular Wellness Screening. Also attached are the resumes of our Medical Director (Jeffrey Boone, MD) and Project Manager (Mark Anderson), as well as our W9 and pages 9-12 of the Proposal Specifications (signed). I hereby waive my right to a sealed proposal. Thank You, Tyler Boone Tyler Boone I Vice President I Business Development II email: tboone®booneheart.com ) website: www.BooneHeart.com mobile: 720.470.4219 ( office: 303.762.0710 ( fax: 303.806.9533 Boone Heart Institute, PC EIN: 26-3414840 7355 E. Orchard Rd., Suite 100 Greenwood Village, CO 80111 Ph: 303-762-0710 Fax: 303-806-9533 www.booneheart.com To Whom It May Concern: The following is a proposal from the Boone Heart Institute to perform an extensive cardiovascular screening program on the employees of Weld County. Organization Background and Overview The Boone Heart institute (BHI) is a health care practice focused on preventive cardiology founded by Jeffrey L. Boone, MD, in 2008. Dr. Boone is an expert in preventive cardiology and an international lecturer, and BHI was founded to expand his vision to eradicate heart attack and stroke in the next generation. Bill is a Colorado S -Corp in good standing with 21 employees. BHI has no current or past litigation with any government agency. BHI has never failed to complete any work awarded to it. One of BHI's core offerings is a mobile cardiovascular health screening called the EveryHeart program. Since its founding, EHI has performed numerous EveryHeart screenings for both private and government clients. BHI's screening protocol is extremely robust and cost effective when compared to similar heart health screenings on the market. The EveryHeart offering is further set apart by BHI's expert medical providers, who review each patient's report and cretite a custom action plan based on each individual's risk factors. BHI seeks to perform an EveryHeart screening on employees of Weld County to assess their risk for cardiovascular disease and give medical recommendations to prevent adverse cardiovascular events and optimize heart health. BHI's project manager will work with Weld's Human Resources team to create a testing timeline and project plan to maximize efficiency. BHI's program is based upon a proven mobile screening protocol that allows testing of up to 50 patients per day in a variety of settings. Expertise and Qualifications BHI has been performing EveryHeart mobile screenings for nearly 15 years. Many clients engage BHI to perform annual repeat testing to measure improvement in their populations. Clients have reported positive outcomes following EveryHeart screenings, including improvements in heart health, weight loss, and fewer adverse cardiovascular events and/or health insurance claims. Subjectively, employers have reported increased employee morale following EveryHeart screenings. All EveryHeart medical reports are reviewed by BHI medical providers (MD or PA -C), under the supervision of our Medical Director, Jeffrey L. Boone, MD. Dr. Boone, a recognized expert in the prevention of heart disease, has been a practicing physician and international lecturer for over thirty years. All data is collected and stored in compliance with HIPAA standards. Follow up consultations are performed by BHI registered nurses or physician assistants. BHI's testing team consists of ultrasound sonographers certified in vascular and cardiac ultrasound, licensed medical assistants, and experienced administrative personnel to perform check -in and check-out. Our project manager, Mark Anderson, has over a decade of experience in managing mobile cardiovascular screenings. In addition, Mark is a certified ultrasound sonographer and an expert in heart disease prevention. EveryHeart Program Overview The EveryHeart Cardiovascular Screening program consists of the following tests: Carotid Plaque Assessment and Intima Media Thickness A measurement of the thickness of the lining of your arteries, where vulnerable "hot" plaque can grow. According to the American Heart Association, "Carotid IMT is an independent predictor of Transient Ischemic Attack (TIA), Stroke, and Coronary Artery Disease." Arterial Age Assessment A determination of the relative age of your arteries using the Carotid IMT measurement. Compares the thickness of the patient's arteries to the general population. Blood Pressure Assessment with M.O.S.T. Protocol (Mental Office Stress Testing) The Boone Heart Institute's unique stress and blood pressure assessment, designed to detect the presence of stress factors that trigger heart attack, stroke, and heart failure. EveryHeart Blood Profile C -Reactive Protein (hs-CRP): Unique blood test measure of vascular inflammation to determine the presence of "hot" plaque, which is vulnerable to fracture. Apo -B and Lipid Panel: Sophisticated measurements of cholesterol particle size and number, searching for underlying genetic issues beyond standard cholesterol. Also includes basic cholesterol profile. CMP: Cardiometabolic breakdown of the blood. HgAEC: Average blood sugar levels over the past 3 months. Action Plan Following testing and lab analysis, a BHI Provider (MD or PA -C) will evaluate the patient's risk factors and create a customized plan for each individual. Follow Up Consultation Following testing, Patients can schedule a follow up consultation with a BHI Registered Nurse or Physician Assistant to discuss results. Price for Testing and Consultation: $330 References Examples of EveryHeart screenings performed by BHI in the recent past include: South Metro Fire Department (2014 — present) Approximately 600 patients tested annually with the EveryHeart screening protocol, including active firefighters, firefighter candidates, and administrative staff. Testing performed at South Metro fire houses to enable firefighters to remain on -duty throughout. Contact: Becky Grantham Email: becky.grantham@southmetro.org Mack Energy Corporation (2009 — present) Approximately 200 patients tested annually with the Everyheart screening protocol in Artesia, New Mexico. Contact: Nora Vazquez Email: noravazquez@mec.com Denver Broncos (2009 — present) Approximately 150 players, coaches, and scouts tested annually prior to the season with the EveryHeart screening protocol. Testing performed at the Denver Broncos Training Facility at Dove Valley. Contact: Steve Antonopulos Email: steve.antonopulos@broncos.nfl.net Colorado Rockies (2009 — present) Approximately 150 players and coaches tested annually prior to the season with the EveryHeart screening protocol. Testing performed at the Colorado Rockies Spring Training Facility at Talking Stick in Scottsdale, Arizona. Contact: Keith Duggar Email: keither.duggar@rockies.com San Francisco 49ers (2019 — present) Approximately 70 coaches and front office personnel tested annually prior to the season with the EveryHeart screening protocol. Testing performed at the San Francisco 49ers Training Facility in Santa Clara, California. Contact: Dustin Little Email: dustin.little@49ers.com Jeffrey L. Boone, M.D., M.S. BOON£ (9 HEART r‘1:,`, 'E Medical Director, President, and CEO Co -Founder of the NFL Player Care Foundation Cardiovascular Program Consultant in Cardiometabolic Risk, Preventive Cardiology, and Stress Medicine Jeffrey L. Boone, M.D., M.S., is the President, CEO, and Medical Director of the Boone Heart Institute, a Denver -based health care organization dedicated to the eradication of heart disease and stroke. In addition, Dr. Boone is an expert Consultant in Cardiometabolic Health, Preventive Cardiology, and Stress Medicine. In 2007, he was selected as one of the 160 Top Doctors in America by Men's Health Magazine, and listed as one of the 17 Top Cardiovascular Doctors in America for Men. Under Dr. Boone's direction, the Boone Heart institute has performed cardiovascular risk assessments on the employees of numerous corporations including Mack Energy Corporation, Enertia Software, and Intrepid Mining, as well as public servants such as the South Metro Fire Rescue Authority and the employees of Douglas County, Colorado. In 2020, Dr. Boone joined the Asher Longevity Institute as Chief Medical Officer, joining a team of experts working to combat and even reverse the effects of aging. Dr. Boone served as a member of the NFL Cardiovascular Committee from 2010 to 2013. He also served as the National Co -Director of the NFL Player Care Foundation Cardiovascular Program sponsored by the NFL, NFL Player's Association and the NFL Alumni Association, from 2006 to 2013. In addition, he serves as the Consultant for Cardiometabolic Risk and Preventive Cardiology for the NFL. Alumni Association. Dr. Boone is the Preventive Cardiology Consultant for the Denver Broncos of the National Football League and was the Co -Founder and Medical Director of The Denver Broncos Alumni — Tackling Heart Disease and Stroke program from 2003 through 2006. Dr. Boone is dedicated to continuing his work with former professional football players to eliminate heart disease and stroke in this high -risk, high -profile group. In 2009, the Boone Heart Institute initiated its unique preventive cardiology testing with the Colorado Rockies of Major League Baseball and continues to test all members of the organization annually. Dr. Boone's work with professional sports organizations has expanded in subsequent years to include consultation and cardiovascular testing of the Pittsburgh Pirates (2016-2020) and the San Francisco 49ers (2017 through present). Earlier in his career, Dr. Boone served as the Director of Stress Medicine and Hypertension at the world-renowned Cooper Clinic at the Cooper Aerobics Center in Dallas, Texas. Previously, he worked as the Medical Director of the Preventive and Stress Medicine Center in Denver, Colorado, and the Medical Director of The National Center for Preventive and Stress Medicine in Phoenix, Arizona. He also served as Medical Director of Preventive Medicine and Director of Continuing Medical Education at Swedish Medical Center in Denver, Colorado. The title of Assistant Clinical Professor of Medicine was conferred at the University of Colorado College of Medicine in 1994. Dr. Boone is a graduate of the University of Iowa College of Medicine and a Diplomat of the American Board of Internal Medicine. Additionally, Dr. Boone has served at the Good Samaritan Hospital and Medical Center in Portland. Oregon, as the Medical Director of Cardiac Rehabilitation, as a Research Associate of the Cooper Institute for Aerobics Research in Dallas, Texas, as a Stress Medicine and Preventive Cardiology consultant to the Cooper Wellness Program in Dallas, Texas, and as Stress Medicine and Preventive Cardiology Consultant to both The U. S. Army War College in Carlisle Barracks, Pennsylvania, and the National Defense University in Washington, D. C. in 1983, Dr. Boone was one of the recipients of the prestigious Secretary's Award for Innovations in Health Promotion and Disease Prevention presented by the United States Department of Health and Human Services. As an active clinician and researcher, he has authored and co-authored numerous professional articles and books pertaining to Cardiometabolic Risk, Preventive Cardiology, and Stress Medicine. In 1991, he served as Guest Editor for the book, Primary Care: Hypertension, published by the W.B. Saunders Company. As an international lecturer, Dr. Boone has spoken to tens of thousands of health care professionals throughout the world. His approach to the early detection and aggressive prevention of cardiovascular disease has been presented to audiences on four continents in twelve countries and in forty-eight of the United States. Dr. Boone's unique clinical approach focuses on aggressive prevention of cardiovascular disease, including the evaluation of the cardiovascular consequences of mental stress, the early clinical use of the latest cardiac imaging techniques and the advanced detection and treatment of cardiometabolic risk, cardiovascular risk, and vascular dementia. Jeffrey L. Boone, M.D., M.S. Founder and Director Boone Heart Institute BOlE' (9 HEAR, :NSTIP ; F 950 East Harvard Avenue, Suite 650 Denver, CO 80210 www.booneheart.com jboonemdbooneheart.com Phone: 303-762-0710 Cell: 303-378-1456 Fax: 303-806-9533 Curriculum Vitae Jeffrey L. Boone, M.D. TITLES: Founder and Medical Director of the Boone Heart Institute Cardiometabolic Risk Management Programs Focused on the Eradication of Heart Disease and Stroke, Denver, CO Medical Director and Chairman of the Board EveryHeart Foundation, Denver, CO Co -Founder and Chief Medical Officer Asher Longevity Institute Preventive Cardiology Consultant The Denver Broncos National Football League Club, Denver, CO Preventive Cardiology Consultant The Colorado Rockies Baseball Club, Denver, CO Preventive Cardiology Consultant The San Francisco 49ers National Football League Club, San Francisco, CA Preventive Cardiology Consultant (2016 to 2020) The Pittsburgh Pirates Baseball Club, Pittsburgh, PA Member, NFL Cardiovascular Committee (2010 to 2013) New York, NY Founder and National Co -Director of the NFL Player Care Foundation Cardiovascular Program sponsored by the NFL, the NFL Player's Association and the NFL Alumni (2006 to 201 3) Cardiometabolic Risk and Preventive Cardiology Consultant The National Football League (NFL) Alumni Association Fort Lauderdale, FL Consultant in Preventive Cardiology and Cardiometabolic Risk South Metro Fire, Centennial, CO and Parker Fire. Parker, CO Consultant for Cardiometabolic health and Preventive Cardiology Intrepid Mining, LLC, Denver, CO Vice President and Medical Director incentaHF.ALTLI, Denver. CO (www.incentallEALTH.com) Medical Faculty Coronary CTA — Revolutionizing Cardiac Care (www.riaco.com) Radiology Imaging Associates, P.C., Denver, CO Co -Founder and Medical Director (2003 to 2006) The Denver Broncos Alumni Tackling Heart Disease and Stroke Consultant in Preventive Cardiology, Stress Medicine and Hypertension Colorado Heart Imaging, Denver, CO (www.coloradoheart.com) Medical Faculty and Speaker's Bureau Pfizer Labs, Pfizer Arthritis and Pain, KOS, Novartis. King, Wyeth, DiaDEXUS, and Boehringer Ingelheim, IncentaHEALTH Assistant Clinical Professor of Medicine (1994) The University of Colorado College of Medicine, Denver, CO Cardiometabolic Health, Preventive Cardiology, and Stress Medicine Consultant The United States Army War College Carlisle Barracks, PA Preventive Cardiology, Stress Medicine and Hypertension Consultant The National Defense University, Washington, D.C. Former Director of Stress Medicine and Hypertension The Cooper Clinic at the Cooper Aerobics Center, Dallas, TX Former Consultant in Stress Medicine, Hypertension and Cardiac Imaging The Cooper Wellness Program at the Cooper Aerobics Center, Dallas, TX Former Medical Director The National Center of Preventive and Stress Medicine, Phoenix, AZ Former Director of Cardiac Rehabilitation The Good Samaritan Hospital and Medical Center, Portland, OR Former Director of Preventive and Stress Medicine and Medical Education Swedish Hospital and Medical Center, Englewood, CO Assistant Clinical Professor of Nursing The University of Colorado Health Sciences Center, Denver, CO Conference Chairman and Medical Director CARDED — Medical Conference and Consumer Expo, Houston, TX and Denver, CO Medical Director — Intrepid BraveHeart (2005) Intrepid Mining, LLC — New Mexico, Colorado, Utah, Nevada, and Texas HOSPITAL APPOINTMENTS: Present Medical Staff Privileges Porter Memorial Hospital, Denver. CO 1992-1995 Medical Director, Preventive Medicine & Stress Medicine Swedish Medical Center, Englewood, CO 1993-1995 Chairman, Continuing Medical Education Swedish Medical Center, Englewood, CO 1993-1995 Medical Executive Committee Swedish Medical Center, Englewood, CO HONORARY APPOINTMENTS: 1992 1993-1997 EDUCATION: 1986 1983-1986 1979-1983 1977-1978 1973-1975 1971-1973 National Advisory Board School of Theology, Claremont, CA National Advisory Council, Heartstream Resources Ventura, CA Diplomat of the American Board of Internal Medicine September 10, 1986 Internship and Residency, Internal Medicine Good Samaritan Hospital and Medical Center Oregon Health Sciences University Affiliate Program Portland, OR Doctor of Medicine, 1983 University of Iowa College of Medicine, Iowa City, IA Pre -medicine, Drake University, Des Moines, IA Masters of Science in Physical Education and Exercise Physiology, 1975 Kansas State University, Manhattan. KS Bachelors of Science, 1973 Magna Cum Laude in Physical Education Southwestern College, Winfield, KS 1969-1971 HONORS AND AWARDS: 2006 and 2007 2006 and 2007 2001 1995 1994 1994 1992 1992 1992 1990 1988, 1989, 1993 Associate of Science with Honors in Pre -Engineering Garden City Community College, Garden City, KS 160 Top Doctors in America— Men's tlealth Magazine l 7 Top Cardiovascular Doctors in America - MHM Garden City High School Hall of Fame Who's Who Among Executives and Professionals Who's Who in the World Who's Who Among Outstanding Americans Man of the Year — American Biographical institute Who's Who in the West Who's Who Among Rising Young Americans Who's Who in Health and Medical Services Men of Achievement, International Biographical Centre Cambridge, England 1985 Fellow, American Heart Association's Eleventh Symposium on the Prevention and Epidemiology of Cardiovascular Diseases, Lake Tahoe, CA 1983 Secretary's Award for Innovations in Health Promotion and Disease Prevention, Department of Health and Human Services Presented by Margaret Heckler Washington, D.C., Third Prize 1980 1978, 1980, 1989 1973 1973 Outstanding Alumnus of Southwestern College Outstanding Young Men of America Rhodes Scholar Nominee Captain. Southwestem College Tennis Team 1973 1973 1973 1973 1972-1973 1971 1969 Outstanding College Athletes of America Who's Who Among Students in American Universities Masterbuilder of Southwestern College, Winfield, KS Order of the Mound Honor Society (Top 10%) The MacNeish Scholarship (Athlete - Highest G.P.A.) Who's Who Among Students in American Junior Coll. Most Outstanding Athlete Garden City Senior High School Garden City, KS 1969, 1971, 1973 Selected by Peers as Outstanding Male Student in High School, Junior College, and College EMPLOYMENT EXPERIENCES: 2008 -Present Boone Heart Institute Denver, CO 1997-2008 1995-1997 1990-1995 1989-1990 Consultant in Cardiometabolic Risk, Preventive Cardiology, Stress Medicine and Hypertension — Denver Broncos, The United States Army War College, The National Defense University, Colorado Heart and Body Imaging, Intrepid Mining, LLC, The NFL Alumni Association, IncentaHealth Denver, CO Director of Stress Medicine and Hypertension The Cooper Clinic at the Cooper Aerobics Center Dallas, TX Director and Founder The Preventive and Stress Medicine Center Denver, CO Medical Director Denver Regional Center Institute of Stress Medicine, Inc. Denver, CO 1987-1989 Medical Clinic Director Cardiovascular Institute Swedish Medical Center Englewood, Colorado 1987 Medical Director National Center of Preventive and Stress Medicine Phoenix, Arizona 1986-1987 1986-1990 1984-1986 Associate Medical Director National Center of Preventive and Stress Medicine Phoenix, Arizona Board of Directors, Psytech, Inc., Portland, Ore Medical Director - Cardiac Rehabilitation, Good Samaritan Hospital and Medical Center Portland, Oregon 1984 Physician in Attendance Football Program, Pacific University Forest Grove, Oregon 1984-1985 Physician in Attendance Football Program, Beaverton School System Beaverton, Oregon 1985 Physician in Attendance Emergency Department Physicians and Surgeons Hospital Portland, Oregon MEDICAL STAFF PRIVILEGES: 1987-1995, 2008 -Present Porter Memorial Hospital, Denver, CO 1987-2006 Swedish Medical Center, Englewood, CO 1986-1987 St. Luke's Hospital & Medical Center Phoenix, AZ 1989-1991 Littleton Hospital, Littleton, CO COMMUNITY & PERSONAL ACTIVITIES: 2001 Garden City High School, Hall of Fame 1990 1989-1993 1982 Champions, Hospital Basketball League, Denver, CO Member, Rotary International, Denver -Southeast All -University Intramural Basketball Champions Iowa City, IA 1977, 1978. 1981 Drake Relays Marathon, Des Moines, IA ACADEMIC & PROFESSIONAL ACTIVTIES: 2010-2013 NFL Cardiovascular Committee New York. NY 1995-1997 1993-1995 1993-1995 1994 Research Associate Cooper Institute for Aerobics Research Cooper Aerobics Center, Dallas, TX Chairman, Continuing Medical Education Swedish Medical Center, Englewood, CO Medical Executive Committee Swedish Medical Center. Englewood, CO Update in Echocardiography Massachusetts General Hospital Harvard Medical School, Boston, MA 1993 KMA Echocardiography Training, Dallas, TX 1992-1995 1992-1995 1991-1995 1987-1991 1984-1987 1993 Research Associate Wichita (KS) Institute for Clinical Research Medical Director of Preventive and Stress Medicine Swedish Medical Center, Englewood, CO Colorado Coalition for the Prevention of Cardiovascular Disease (CVD Prevention Coalition) State of Colorado Department of Health Member, American College of Sports Medicine Member, American College of Physicians Vice Chairman, Continuing Medical Education Swedish Medical Center, Englewood, CO 1992 1992 1992 1992 1991 1989 1989 1989 1989 1987 1987 1985 Challenges of Healthcare Reform: Implications for the Treatment of Hypertension (RBRVS: The Concept and Its Evolution), Chicago, II. Hypertension Insight: Clinical Educators' Conference Mild Hypertension (Tissue Angiotensin) San Francisco, CA American Heart Association High Blood Pressure Research Council National Bureau for Information on CHD Risk Ohio State University College of Medicine Lipid Regulation and Risk Prevention Baylor College of Medicine Program, Boulder, CO Hypertension Update: Clinical Strategies in Drug Therapy: Role of Calcium Channel Blockers, Case Reserve Program, Scottsdale, AZ Porter Hospital Heart Care Center, Heart Talk Beaver Creek, CO 4. Annual Wellness Conference for Health and Fitness Professional, "Controlling Hypertension" Institution for Aerobics Research, Dallas, TX 12. Puijo Symposium, Kuopio Research Institute of Exercise Medicine, "Physical Activity and Hypertension," Kuopio, Finland 4. Annual Conference of Stress and the Heart The American College of Cardiology Jackson Lake Lodge, Moran, WY I I ih Annual Practical Cardiology — Family Physician The American College of Cardiology La Posada Resort Hotel, Scottsdale, AZ Preventive Cardiology Seminar University of Washington Health Sciences Center Seattle, WA 1984-1986 Member, Physical Fitness Committee Oregon Affiliate of the American Heart Association 1982-1983 1981-1982 1982 1982 1979-1983 1984-1986 1984-1986 1982 1981-1982 1976-1979 Senior Class Representative - Medical Student Council Vice -President, Iowa's Student Medical Research Club Symposium on the Prevention of Coronary Heart Disease, Iowa City, IA The Advanced Aerobics Workshop Institute for Aerobics Research, Dallas, TX Member of American Medical Association and American Medical Student Association Volunteer Physician, YMCA Cardiac Therapy Columbia -Willamette YMCA, Portland, OR Associate Director, Optifast Very Low Calorie Weight Control Program, Good Samaritan Hospital and Medical Center, Portland, OR Director, Kirkwood Community College Aerobic Exercise Certification Program, Cedar Rapids, IA Aerobic Exercise Instructor, Kirkwood Community College, Iowa City, IA Exercise Director, Iowa Lutheran Hospital — YMCA Cardiac Rehabilitation Program, Des Moines, IA Director Kansas State University Tennis Clinics Summers, Manhattan, KS 1973-1974 Graduate Teaching Assistant, Kansas State University Department of Health, Physical Education, Recreation ARTICLES AND PUBLICATIONS: I. Boone JL, "The Action Physical Fitness Test," Action Magazine, Vol. I, 1976. pp. 4-5, and Healthways Magazine, Vol. 31. No. 8. March, 1977, pp. 6- I 0 2. Boone JL, Albright RW, "The Y's Way to Physical Fitness: Women's Fitness Norms," The Journal of Physical Education, Vol. 75, No. 1, Sept/Oct, 1997, pp. 18-20 3. Boone JL, "Lessons for Marathoner's Death," Physical Fitness News Letter, Series XXV, No. 4. December, 1978, pp. 1-2. 4. Boone JL, "The Physical Reconditioning of the Industrial Back Injury," The Iowa Trial Lawyer, Vol. IV, No. 2, 1979 5. Boone JL, "Reconditioning — Helping the Plaintiff to Physical Recovery," Preparation and Trial of Neck and Back Injury Cases, March, 1979, pp. 214-216. 6. Roth P, Running USA, Simon and Shuster Division of Gulf & Western, New York, 1979. pp. 107-109. Consultant: Boone JL 7. Boone JL. "The Myth of the Enlarged Heart," The Journal of Physical Education, Jan/Feb, 1980, pp. 88-104. 8. Boone JL, "Health and Fitness," Better Homes and Gardens Creative Ideas: Diet and Exercise, 1980, pp. 88-104. 9. The Y's Way to Physical Fitness, Revised Edition, Edited by Clayton R. Myers, Lawrence A. Golding and Wayne E. Sinning, YMCA of USA, 1982. Consultant: Boone JL 10. Boone JL, Laver R, Filer JL, "Red Cell Cation Flux — An Index of Blood Pressure in Children," Iowa Student Medical Research, April 22. 1981, p. 18. l I . Boone JL, "A New Curriculum for Fitness Education," Public Health Reports, Vol. 98, No. 5, September — October, 1983. pp. 507-516. 12. Boone JL, "Burning the Calories," Better Homes and Gardens Creative Ideas: Low Calorie: The Food. Fitness and Nutrition Magazine, Summer. 1986, pp. 38-42. 13. Boone, JL, "Exercise and the Hemodialysis Patient," Dialysis and Transplantation, Vol. 16, No. 5, May, 1987, pp. 243-249. 14. Morales-Ballejo HM, Eliot RS, Boone JL, Huger JS, "Psychophysiological Stress Test and Ambulatory Blood Pressure Comparison for the Detection of Hypertension," The Cardiovascular Institute at Swedish Medical Center, Englewood CO. Abstract submitted to the 37«' Annual Scientific Meeting of the American College of Cardiology, March 27-31, 1988. 15. Morales-Ballejo HM, Eliot RS. Boone JL, "Rational of Mental Stress Testing," The Cardiovascular Institute at Swedish Medical Center, Englewood. CO. 1987. 16. Morales-Ballejo HM, Eliot RS, Boone JL, "Effect on the Hemodynamic Response to Stress of Single Doses of Labetalol and Captopril," The Cardiovascular Institute at Swedish Medical Center, Englewood, CO, 1987. 17. Boone JL, Morales-Ballejo HM, Hughes JS, Eliot RS, "Functional Aerobic Capacity and Cardiovascular Reactivity to Mental Stress in Healthy Males," The Cardiovascular Institute at Swedish Medical Center, Englewood, CO. Abstract submitted to the 1988 American College of Sports Medicine Annual Meeting. 18. Eliot RS, Long DR, Boone JL, "Stress, Health, and Physical Evaluation: The SHAPE Program." In: Eliot RS, Stressand the heart: Mechanisms, Measurements, Management, Future Publishing Company, Inc., Mount Kisco, NY, NY 1988. pp. 59-69. 19. Eliot RS, Long DR, Boone JL, "Rehabilitation," in: Eliot RS, Stress and the Heart: Mechanisms, Measurements, Management, Future Publishing Company, Inc., Mount Kisco, NY, NY 1988, pp. 185-200. 20. Antonoff A, Boone JL, Lundin AP, Zabetakis PM, Zimmerman SW, "Open Forum: Exercise and Dialysis Patients," Dialysis and Transplantation, Vol. 17, No. 4, April, 1988, pp. 172-174. 21. Morales-Ballejo HM, Eliot RS, Boone JL, Hughes JS, "Psychopysiologic Stress Testing as a Predictor of Mean Daily Blood Pressure," American Heart Journal Supplement, Proceedings of First Internation Conference of Stress, Hemodynamics and Hypertension, Vol. 116, No. 2, Part 2, August, 1988, pp. 673-681. 22. Nicoletti J, Rex S, St. Germain P, Boone JL, Eliot RS, The Rx Stress Control Kit, Institute of Health Management and Stress Medicine, 1988. 23. Boone JI, Morales-Ballejo HM, Eliot RS, "Mental Stress Testing and Cardiovascular Disease," Cardiac Rehab Update, American Heart Association — Oregon Affiliate, Vol. I, No. 7, Fall 1988, pp. 1-2. 24. Morales-Ballejo HM, Eliot RS, Boone JL, Hughes JS, "Psychophysiologic Stress Testing as a Predictor of Mean Daily Blood Pressure," National Conference on High Blood Pressure Program Book: Advances in 1-Ivpertension Control in Special Populations, May, 1989, p. 109. 25. Boone JL, Morales-Ballejo HM, Hughes JS< Eliot RS, "Functional Aerobic Capacity and Cardiovascular Reactivity to Mental Stress in Healthy Males," National Conference on High Blood Pressure Program Book: Advances in Hypertension Control in Special Populations, May, 1989, p. 109. 26. Boone JL, Morales-Ballejo HM, Hughes JS, Eliot RS, "Functional Aerobic Capacity and Cardiovascular Reactivity to Mental Stress in Healthy Males." Proceedings of the 12° Puijo Symposium: Physical Activity and I lypertension, Kuopio Research Institute of Exercise Medicine, Juopio, Finland, July, 1989. 27. Eliot RS, Breo DL, Is it Worth Dying For? Bantam Books, New York, Revised Bantam Edition, 1989. Consultant: Boone JL 28. Morales-Ballejo HM, Eliot RS< Boone JL, "Thoracic Impedance: Influence of Alprazolam on the Hemodynamic Changes Caused by Stress," Fifth Panamerican Congress of Diseases of the Chest, American College of Chest Physicians, International Academy of Chest Physicians and Surgeons, Bayamon, Puerto Rico, April 22-26, 1990. 29. Morales-Ballejo HM, Eliot RS, Boone JL, "Influence of Alprazolam-Placebo on Hemodynamic Changes Caused by Stress in Mild Hypertensives," The American Society of Hypertension: Fifth Scientific Meeting, May 20, 1990. 30. Morales-Ballejo HM, Boone JL, Eliot RS, "Ilemodynamics of NOrmotensives, Hypertensives and Hyperreactors During Alpha and Beta Adrenergic Challenges," , May 20, 1990. 30. Morales-Ballejo HM, Boone JL, Eliot RS, "Hernodynamics of NOrmotensives, Hypertensives and Hyperreactors During Alpha and Beta Adrenergic Challenges," Sympathetic Modulation of the Cardiuovascular System: Thirteenth Scientific Meeting of the International Society of Hypertension, Montreal, Canada, June 24-49, 1990. 31. Morales-Ballejo NM, Eliot RS, Boone JL, "Influence of Alprazolam Placebo on the Hemodynamic Changes Caused by Stress," American Journal of Flvpertension, Vol. 3, Number 5, Part II, 1990 p. 99A. 32. Morales-Ballejo HM, Eliot RS, Boone JL, "Influence of Alprazolam and Placebo on the Hemodynamic Changes Caused by Stress in Mild Hypertensives," Clinical Research, Vol. 39, No. 2, 1991. 34. Corbin CV, Lindsey R, Fitness for Life, Scott, Foresman, Glenview, IL, 1990. Medical Consultant: Boone JL. 35. Boone JL, Editor, Primary Care: Clinics in Office Practice, W.B. Saunders Company, Harcourt Brace Jovanovich, Inc., Philadelphia, PA, 1991. 36. Boone JL, "Stress and Hypertension," In: Boone JL, Primary Care: Clinics in Office Practice: Hypertension, W.R. Saunders Company, Harcourt-Brace-Jovanovich, Inc., Philadelphia, PA, 1991. 37. Boone JL, "Stress and High Blood Pressure: The Silent Assassin," Healthlines, May, 1992. 38. Morales-Ballejo HM, Eliot RS, Boone JL, "Influence of Diltiazem-Placebo on the Hemodynamic Changers Caused by Stress in Mild Hypertensives," Diltiazem: Abstracts From World Literature, Adis International Limited, 1992. 39. Boone JL, "High Blood Pressure: The Silent Assassin," Physician, A Publication of Focus on the Family. Vol. 5, No. 4, July/August 1993, p. 12. 40. Boone JL, et al, The Colorado Strategic Plan to Improve Cardiovascular Health, Division of Prevention Programs, Cardiovascular Disease Control Program, Colorado Department of Health, Denver, CO, 1994. 41. Boone JL, "The Silent Assassin," Healthwise, Vol. XXVII, No. 5, 1996, p. 23-28. 42. Boone JL, "The Cardiovascular Consequences of Mental Intensity," Journal of the American Medical Association (JAMA) — Southeast Asian Supplement, 1995. 43. Boone JL, Christensen JF, "Stress and Disease," in Feldman MD, Christensen JF, Behavioral Medicine in Primary Care: A Practical Guide, Appleton and Lange, Stamford CT, 1997, p. 265-276. 44. Boone JL, "Hypertension and Stress -- Identifying and Treating the Stressed Patient," The Sympathetic Nervous System, Stress and Heart Rate — Important Concepts in the Treatment of Hypertension, International Workshop Proceedings, BASF, Vienna, Austria, November 18, 1995, p. 1. 45. Boone JL, Anthony JP, "Evaluating the Impact of Stress on Systemic Disease: the MOST Protocol in Primary Care," The Journal of the American Osteopathic Association. Vol. 103, No. 5, May, 2003, pp. 239-246. 46. Boone JL, "Mental Stress and Cardiovascular Disease," in Barko W, Vaitkus M, The War College Handbook for Executive Health and Fitness, The United States Army War College Press, Carlisle Barracks, Pennsylvania, 2001. 47. Christensen JF, Boone JL, "Stress and Disease," in Feldman MD, Christensen JF, Behav oral Medicine in Primary Care: A Practical Guide, Lange Medical Books - McGraw-Hill, New York, 2003, pp. 299-311. 48. Boone JL, Fishman SM, "Safety of COX -2 Inhibitors in Arthritis," Peer View Institute for Medical Education, University of Michigan/Amedco CME, 2007, pp. 1-12. 49. Boone IL, "Managing Mild -to -Moderate Pain Due to Rheumatoid Arthritis: The Cardiovascular Considerations Associated with Therapeutic Options," Medscape, 2007. 50. Prasad, KN, Cole WC, Haase GM, Erlich J, Boone JL, "Multiple Dietary and Endogenously Made Antioxidants and B -vitamins May Reduce the Risk and Improve the Efficacy of Standard Therapy for Treatment of Coronary Artery Disease: A Review," Premier Micronutrient Corporation, 2009. 51. Boone JL, "Atherosclerosis Imaging in Primary Preventive Cardiology: The Eradication of Heart Attack and Stroke," in Abramson S, The Complete Guide To Cardiac CT, McGraw-Hill, New York, 2012, pp. 685-706. 52. Boone JL, "Thromboxane (I IdhTxBz) Case Studies in Interventional Medicine," Corgenix, Inc, 2013. LECTURES AND PRESENTATIONS: Over 2,000 lectures presented to tens of thousands on four continents in twelve countries as well as in 47 of the United States. Topics have primarily included: "Aggressive Cardiometabolic Risk Management: a Model for Corporate America" "The Eradication of Heart Attack and Stroke" "The Cardiovascular Consequences of Mental Intensity" "Stress and the Heart" "Preventive Cardiology for the 2151 Century" "The Extinction of Atherosclerosis" "Aggressive Preventive Cardiology for the Primary Care Physician" "The Medical Management of Atherosclerosis Before Symptoms" "Mental Office Stress Testing — The MOST Protocol" "Coronary EBT and the Primary Care Physician" "Coronary EBT and the Cardiologist" "Exercise and the Heart" "ASA, ACE/ARB, STATIN, NIACIN. COX -2, and Other Drugs That May Save Americans From Themselves" "The Eradication of Heart Attack" `'CARDED — Empowering the Primary Care Physician to Eradicate Atherosclerosis" "NSAIDS, COX -2s, and Cardiovascular Disease" "The Denver Bronco Alumni Blitz to Eradicate Heart Attack and Stroke" "Coronary CT Angiography: The Dawn of a New Age in Preventive Cardiology" "Coronary CT Angiography and Carotid-tMT: It's Not About the Lumen" "Cardiometabolic Risk Within Corporate America" "Cardiometabolic Risk in NFL Alumni" `'Protecting the Aging Brain" MARK ANDERSON MARKANDERSON 17QGMAIL.COM 2I 45 MACK)NAG,`T•FS)FTCt)LLINS.CO•303.880-0263 OBJECTIVE A committed, consistent and hardworking sales representative. Pride myself on being available to my clients and to provide the best customer service possible. More than ten years of increasing revenue, productivity-, and success of sales team along the front range. Technical training, OR experience, and pre-med education. Expertise in developing and maintaining relationships with health care professionals. EDUCATION 2004-2008 Colorado State l'civersa Fort Collins, Co Health and Exercise Science ( Sports Medicine Concentration) - Physiology, Human Gross Anatomy, Organic Chemistry, Physics, Neuromuscular Aspects of Human Movement, Human Nutrition, Biochemistry, Health and Disease. Washburn Univcrsiiv Topeka, KS Cardiac sonography Program EXPERIENCE 2010- Present Boone Medical Imaging Fort Collins, Co Director of Sale_ and Operations • Market and sell mobile ultrasound imaging services and devices to providers, physician groups, businesses and cities. Personally call on over 300 farruly providers, internists, and cardiologists. Manage over S0 family practices along the Front Range. Developed new marketing and sales techniques, and materials that have increased revenue by 40%. Prioritize clients, scheduling, and problematic situations. Play a key role in providing preventative heart screenings for current Denver Broncos and Colorado Rockies staff and players. 2009-2010 Boone Heart Institute Fort Collins, Co Account Manager • Supervised and coordinated projects as part of a preventative heart program for the National Football League and Major League Baseball Perform ultrasounds, measurements, blood pressure, EKG's and percent body fat of participating patients 2008-2009 University of Colorado Health Loveland, Co trli��l�l�:lz�3ant • Prepare patients fn: trrpatient and outpatient surgeries • N.Vork closely with surgical staff in operating room • Recot•er patients post -surgery°, transport discharge 2007-2008 Vail Resort, Fort Collins, Co Saks /11.100, • Advertise and sell the Vail Resort ski passes to We entire Front Range • Communicate effectively io customers concerning police changes 2003-2007 Vipers [,acrosse Coach Fort Collins, Jimior l arrth,, Head Coa:h • Implement strategies, discipline and fun to 30- students • Coach anti mentor students on and off the field 2 PROPOSAL SPECIFICATIONS SUMMARY OF INTENTISCOPE OF WORK Weld County Human Resources is seeking proposals from qualified bidders to provide an extensive cardiovascular program to the employees of Weld County. Our goal is to bring In a program that is mobile, cost effective and able to identify the risk factors of heart disease and stroke before they strike. The cardiovascular program will provide a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff. This program will be able to provide us with aggregate data in a HIPAA compliant format. INTRODUCTION & BACKGROUND Weld County covers approximately 4,000 square miles, sprawling over many rural communities. Hosting approximately 1,850 employees and 30 different departments. Currently cardiovascular disease continues to be among Weld County's top preventable healthcare claims, causing an increase in premiums, lost work time and medication costs. It is estimated that heart disease, including stroke and high blood pressure, are responsible for more costs than any other disease or injury. In 2022 Weld County's total medical expenses for cardiovascular disease was over 2.5 million. RESOURCES Weld County will provide a location with adequate space to provide the testing in a HIPAA compliant format. Weld County will provide the staff to aid in scheduling and marketing of the program. SECTION 1- PROPOSAL INFORMATION 1.0 PROJECT OBJECTIVES Weld County seeks a program that will provide a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff. Weld County seeks to screen approximately 350 employees in 2023. Weld County seeks to have a program that can be provided onsite, in a timely manner, with minimal disruptions in the workday in a HIPAA compliant testing area, Weld County seeks to have a program that provides each participant with a medically reviewed plan and the action steps to take to their primary care provider. Weld County seek to receive HIPPA compliant aggregate data. Weld County seeks to identify the risk factors of cardiovascular disease as well as early intervention. Weld County seeks to reduce cardiovascular medical claims. Weld County seeks to have this program cost between $2004600 per individual participant. Weld County seeks a company that works collaboratively with the Human Resources Office, communicates well, follows the given timeline, and provides updates and changes if necessary. 82300151 9 2.2 ORGANIZATIONAL BACKGROUND AND OVERVIEW The Bidder must provide a brief history and overview of Its company and Its organizational structure, with special emphasis on how this Project will fit within that structure. Include principal place of business location(s), office locations and size of firm. Also include the number of years in business, any other names your company has operated under, and if you or your firm has ever failed to complete any work awarded to you. Also, are you presently involved in any litigation with any government agency, if so, explain type and current status. Please submit a resume for the Project Manager and each key personnel assigned to this project. 2.3 EXPERTISE AND QUALIFICATIONS The minimum qualifications that must be met for this Project are: Verifiable experience of at least five (5) years in providing an onsite extensive cardiovascular program. Verifiable experience demonstrating success at other facilities and providing the employee with a clear action plan to take to their Primary Care Provider. Verifiable experience in defending the validity of testing provided. Training, experience, education, and other qualifications of staff assigned to the project with emphasis on documented experience in successfully completing work on contracts of similar size and scope to the services required by this RFP. The Bidder must have a Medical Provider who reviews individual results. The Bidder must demonstrate successful experience in managing and testing large groups of employees in a timely manner. All assessment instruments that are proposed shall demonstrate compliance with all relevant professional and legal standards, including all state and federal laws relative to discrimination or disparate impact on any protected classes of individuals. The preferred qualifications for this project are: The Bidder's project team assigned has expertise in in preventative cardiology. The Bidder will provide onsite testing that includes a comprehensive blood profile, heart attack and stroke assessment, medical expertise, individualized action plan, and consultation with medical staff. The Bidder's project manager has ten (10) or more years of experience in managing omits testing for 300 or more participants. The Bidder's project manager has experience and can provide HIPAA compliant aggregate data. The Bidder shall provide a list of at least five similar projects, summaries of projects and contact information for references (name, phone number and e-mail). 82300151 10 3.0 EVALUATION CRITERIA Proposals will be individually evaluated by each selection committee member. The criteria below will be the basis for review of the written proposals. CRITERIA MAX SCORE EXPERTISE AND QUAUFICATIONS 60 See Section II - Item 2.3 PROPOSED PRICE 30 See Section II - Item 2.4 PROPOSAL PRESENTATION 10 See Section II - Item 2.7 TOTAL 100 3.1 RANKING The order of ranking or importance in the evaluation shall be as follows: First: Expertise and Qualifications Second: Proposed Price Third: Proposal Presentation PROPOSAL SUBMITTAL INSTRUCTIONS; The following items must be completed and submitted with your proposal on or before the proposal opening deadline of 10:00 AM on AUGUST 1.2033: 1) Pages 9 thru 12 of the Proposal Specifications. 2) W9, if applicable` 3) Any future Addenda must be completed. 4) All other items as requested in the Proposal Specifications. `A current W9 is required for new vendors. If you have previously worked with Weld County, only provide your IN9 if there has been a change. Failure to include any of the above items upon submittal of your proposal may result In your proposal being incomplete and your proposal being rejected. If there are any exclusions or contingencies submitted with your proposal it maybe disqualified. 62300151 11 The undersigned, by his or her signature, hereby acknowledges and represents that 1. The proposal proposed herein meets all of the conditions, specifications and special provisions set forth in the Request for Proposal for Request No. #B2300151. 2. The quotations set forth herein are exclusive of any federal excise taxes and all other state and local taxes. 3. He or she is authorized to bind the below -named Vendor for the amount shown on the accompanying proposal sheets. 4. The signed proposal submitted, all of the documents of the Request for Proposal contained herein (including, but not limited to, product specifications and scope of services), and the formal acceptance of the proposal by Weld County, together constitutes a contract, with the contract date being the date of formal acceptance of the proposal by Weld County. 5. Weld County reserves the right to reject any and all proposals, to waive any informality in the proposals, and to accept the proposal that, in the opinion of the Board of County Commissioners, is in the best interest of Weld County. The proposal(s) may be awarded to more than one vendor. FIRM Z,n (V t Rea 4 1 C- i Jk. rC BY Ti t gr (J 66 ItiQ. Please print) :DPI:: -7355 E. Orct.u,) fu.100 DATE I/ 2:0-S RE CITY, G,,'fen W oo A (a it STATE, CO ZIP 8 0 ( 1 CODE TELEPHONE NO 3v) -IL 0 FAX 303 - g O( - 453 TAX ID # Z.0 - (1484-10 SIGNATUR E-MAIL aD....ea°i^-karf. Cow.. WELD COUNTY IS EXEMPT FROM COLORADO SALES TAXES. THE CERTIFICATE OF EXEMPTION NUMBER IS #98-03551-0000. YOU DO NOT NEED TO SEND BACK PAGES 1- 8. ATTEST: Weld County Clerk to the Board BY: BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO Deputy Clerk to the Board Mike Freeman, Chair APPROVED AS TO SUBSTANCE: Elected Official or Department Head Controller B2300151 12 W-9 tile•. October 2010► doeummtd the homy WW1 liarenwi dente Request for Taxpayer Identification Number and Certification ► Go to woubs,ponIFwttt119 for hatruato w and the latest Inhumation. Clive Form to the requester. Do not send to the IRS. 02 dA 1 *me faarto•n►onyourIncome Ise mini Nome moused onfhb line; dosot Imo NoIre WM Boone Heart Institute, PC a emfrssnemerdatommiQemtoms. adYbrweWm, mo•• e awl appromab amt for Weal tax d uslibubn of the person Mwee name is entered on ins t. Chem orry one are. foaming samba. ❑ ine.doiimie aarrtdor or 0 Mires.. ire soon 0 s camaaton 0 Pact.* D Tnetremte strigiewmiter. ❑ UrN1ed Way con m, Enter ere nx dossdk lion tC•C comoratke. sus comm rt,1,Rienahlpt ► Note: Cheddar.approprtsteMarbles lhsaana•.for uheDoc i don or the frnpeawnoerOM! 0omtwaw UCelm tuCtdame heasaran rrrentmILOertedfngmdeeframWeawnrwetsewownrares4cr drloear Ll.Cehk b wotdlsra04ded from the cow toe. Worn. prxpoas. Odom., a to#4.mer. trti.C art d wreprrded from etedx•rter attoutd clank ors spproprbb box for the tax desuatim ord i aunt. Q Other oesirtebhrmonsie II Adams p•rmr, strem *Wept. rsee not dm rabhre*ora. 7305 E. Orchard Rd., Suite 100 s Ott state. wd Woods Greenwood Village, CO 80111 T Uw account arremtq hen K444444 4 ErsnpaootodsoDryodyb co. *VW net k diodoolx fee wototwo on ow* Exempt p.ys 4404 4f amyl rcaroWn frown FATCA mowing code foam VOW is sous •w r r w e n. errs! nuns 00address topiarr4 gm Taxpayer Identification Number [FIN) Enter you TIN in dm appropdae box. The TIN provided must match the name given on ens 1 to avoid backup withholding. For hdv)dude, this is generally your social security number (SSN). However, for a resident glen, sob proprietor, or disregarded entity, use the instructions for PM I, taker. For other entities. it is your empiayer identification number VW If you do not have a number. see Now to get a fl1K ider. Note: N the secant Is in more than one name, see the Instructions for Ina 1. Also see What Name end Number To Give the Raquasterfor guidelines on whose number to enter. Inn Certification Under penaldea of perjury, I certify that 1. The mnber shown on the fan le my correct taxpayer identification number (a I am waking fora number to be issued to met and 2. I am not subject to badly withholding because: (at I am exempt from backup withholding, a [b)1 have not been mead by the internal Rsve ue Service (IRS) that 1 tin subject to backup withholding as a result d a raters to report adhered or dividends. or (o) the IRS has naffed me that I am no longer subject to backup wkhholdlrpy and 3. I am a U.S. often or other U.S. person (defined below); add 4. The FATCA code(*) entered an this form (d any) kndicad g that I am exempt from FATCA roporting ie comet. deification Insaucdene. You mute dross out kern 2 above ipso have been notified by the IRS that you are cum* * subject to backm willimiding because you hum feted to report as interest your foram. For red estate traraacbatts, item 2 aloes not apply. For n+crlpage iesreaa paid, aoghiekioo a abandonment d ... , eartaletion d debt orwrburdas h an individualrstirantmht strangulate ttA end gum*, payments otherihen interest std dividends you required to sign the certification, but you must provide you won TOtt. See the irsbxr:6ors for Pan I. leer. eons or 1 Irimptfyrtd nelovenmmashr 2 S Sign I. Here uu i. pnaar ► General Instru r a Section references are to the Internal Revenue Code unless otherwise rioted. Future developments. For the feted Intimation about developments related to Form w-9 and its inructlome, such as legidadon emoted after they were published, go to oww.fisgov/FannWg Purpose of Form M IndMdud er entry (Faun W-9 mqueeta) who is required to f e an infomfiion robin with the IRS neat obtain yalr correct a>ayer identiOratran number (fIN) Mich mmeayy be you social security ranter MN). ihdutdud avower iderrt8aatoti teeter pen adopdon tedpaye►idet lon number (ATV*, or employer Identification number (BN), to report on en inkorolice retum de amount mid to you, or other amount reportable on an i forwadon return. Examples of hforrndbo retire Include. but are not itdted to. the Mowing. • Form /099•INT (nterest eened or paid) �.. 23 • Fans 1099-DIV (tfrviderds, including those from Mocks or mutual • Fenn 1099-htSC (various types of income, prises. awards, err gross proceeds) • Form 1099-0 (stock or mutual fund sales and certain other transactions by brokers) • Form 109945 (proceeds from red estate teaembors) • Form 1099•K (memento card and third party network transactions) • Form 1098 gnome mortgage Interest).100&E (student ban i000at), 1098-T (tuition) • Form 1009.0 (canceled debt) • Form 1099-A (acquisition or ebartdcement of sewed property) Use Form es-9only If you are aU.S.Imem(hdudimamidi. den), to provWe your correct TIN. Myou conot Mum FanW-9 to the requesW with TIN, you Whet tsbeclostw might be subject foaschap *Molding. See ter. No. Unix Ron tamit4 Fore w -e (Rev. 10-2o1e By signing the filled -out form, you: 1. Carey that the 11N you are gtuhnp is correct (or you re waking for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Chem exemption tram backup withholding if, area U.S. exempt payee. If applicable. you are also certifying that as a U.S. person. your allocable share of any per tnerahlp tricorn, from a U.S. trade or business 6 rat subject to the withholding tax on foreign partners' share of effectively connected income. and 4. Certify that FATCA code(s) entered on this font (H any) Indicating that you are exempt from the FATCA reporting. is correct. See What is FATCA reporting, later. for further information. Note If you are a U.S. person and a requester gives you a form other then Form W-9 to request your TIN, you must use the requester's form it k is substantially mmiiar to this Fenn W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person k you are: • M individual who is a U.S. citizen or U.S. resident alien; • A pwtnershp, corporation, company, or association created or organised in the United States or under the laws of the United States; • M estate (other than a foreign estate); or • A domestic bust (as defined in Regulations section 301.7701-7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners' share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 ntquie a partnership to presume that a partner is a foreign person, and pay the moires 1448 withholding tax Therefore, if you area U.S. person that is a partner n a partrersfdp conducting a trade or business in the United States. provide Form W-9 to the partnership to establish your U.S. stabw and avoid section 1446 withholding on your share of partnership income. In the cases below. the tblowing person must give Form W-9 to the partnership for purposes of estabishing its U.S. stake and avoiding withholding on es allocabie share of net income from the partnership conducting a trade or business n the United States. • In the case of a disregarded entity with a U.S. owner, the U.S. owner of the daegeded entity and not the entity, • In the case of a grantor bust with a U.S. grantor or other U.S. owner, generally. the U.S. grantor a other U.S. owner of the grantor trust and not the bust; and • lo the care of a U.S. trust (other than a grantor try), the U.S. tout (other than a grantor bust) and not the beneficiaries of the trust. Foreign person. it you area foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9. Instead, use the appropriate Form W-8 or Fonn 8233 (see Pub. 515. Withholding of Tax on Nonresident Aliens and Foreign Entities). Nonresident Mien who becomes a resident alien. Generally, only a nonresident Mien individual may use the tarns of a tax treaty to reduce or eirinete U.S. tax on certain types of Income. However. most tax treaties certain a provision known as a "eavkg cause.' Exceptions specified in the saving clause may permit an exemption from tax to contuse for °attain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. if you area U.S. resident Mien who is relying on an exception contained in the sav1p clause of a tax treaty to claim en exemption from U.S. on that s e eattach a statement to Form the following live items. 1. The treaty country. Generally, this must be the same treaty under which you deleted exemption from twi as a nonreekleM alien. 2. The treaty elide addressing the income. 3. The article nuttier (or location) in the tax treaty that contains the saving dams and its exceptions. 4. The type and amen of Income that qualifies for the exemption from tax. 5. Sufficiere facts to justify the exemption from tax under the terms of the treaty article. Pape 2 Example. Article 20 of the U.S.-Chin Income tax treaty allows an exemption from tax for scholarship Income received by a Chinese student temporerlly present in the United Steam. Under U.S. lee, thle student will become a resident alien for tax papaws it hle or her stay n the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-Chloe treaty (dated Apra 30.1984) slows the provisions of Article 20 to continue to appy even after the Cblteee student becomes a resident den of the United States. A Chinese student who qualifies for this exception (under paragraph 2 0f the first protocol) and le relying on thle exception to dim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that Includes the information described above to support that exemption. If you area nonresident alien or a foreign entity, give the requester the appropriate completed Fern W-8 or Form 8233. Backup Withholding What is backup withholding? Persona making certain payments to you must under certain condii0ne withhold and pay to the IRS 24% of such payments. This is called 'backup withhokfrig. Paymerge that maybe subject to backup w)Wh0ldng include Interest tax-exempt Merest. dividends. broker and barter exchange transactions, mints. royalties, n0Aemobyec pay, payer made in settlement of payment card and third party network haneaMiors. and certain payments from rushing boat operators. Real estate transactions me not subject to badsnl withholding. You wdl not be subject t0 backup withholding on payments you receive if you give the requester your corner TIN, make the proper certifications, and report all you taxable interest and dividends on your tax return. Payrnrts you receive will be subje°t to backup withholding it 1. You do not furnish your TIN to the requwiter, 2. You do not oertiy your TIN when required (see the.structioro for Pan II for details), 3. The IRS tela the requester that you furnished an incorrect TIN, 4. The IRS tells you that you are subject to backup wihhoidng because you did not report Minim interest and dividends on year laic mem (for reportable interest and d Mends omy). or 5. You do not certify to the requester that you we not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 arty). Certain payees and payments we exempt horn bacickp withhokfing. See Exempt payee erode, later, and the separate Instructions for the Requester of Form W-9 for more information. Also see Special rules forpartnersfr0A earlier. What is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCo) requires a participating foreign financial institution to report al United States account holders that are specified United States persona Certain payees are exempt from FATCA reporting. See Exemption Fore FATCA reporting code, later. and the Inatnactions for the Requests of Fonn W-9 for more itfonmaton. Updating Your Information You must provide updated information to any person to who., ctekned to be an exempt payee if you are no knger an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated inlomsYon if you are a C corporation that elects to be an S corporation. or if you no longer are tax exempt. In addition, you must furnish a new Form W.9 if the name or TIN changes for the account; for example. R the grantor of a grantor true dies. Penalties FaRun; to fcae)ak TIN. It you (ail to furnish yvu► correct TIN to a requester, you are subject to a panty of 350 for each such failure unless your failure le due to reasonable caws and not to wilful neglect. Cdvo penally for Klee)efomtation with respect to withholding. If you make a tape statement with era reasonable bee* that results In no backup wktd1oldhp. you are subject to a 3500 penalty. Form w -a Ms. t0-2O1e) Pape 3 C imknM penalty for hahMng Mifonnetlon. WINNfiy feleifylrg certlnreeors or affi n etlons may sagest you to criminal pennies inckdi g fines anNar imprisonment. Misuse of TMs. if the requester discloses or uses TIN. In violation of federal taw, the requester maybe subject to chit and criminal penalties. Specific Instructions Une I You must enter one of the following on this fine; do not leave this line blank The name should match the name on your tax return. If this Form W-9 is fora joint wax. (other than an account maintakned by a foreign financial i>sotution (FFR), list first and then side, the name of the persona entity whose number you entered in Part i ad Fonn W-9. If you are providing Forth W-9 to an FR to document a pint a000unt each holder of the account that is a U.S. person must provide a Form W-9. a tndiridwl Generally, enter the name shown on your tax realm. If you hue ttwged your lest nettle witwut informing the Social Security Adminisbation (SSA) of the name charge, enter your first name, the last name sa shown an your social security cad, and your new last name. Note:: MN apparent Enter your individual name as it was entered on your Fans W-7 application, fine 1a. This should also be the sane as the name you entered on the Form 1040/1040N1040tZ you filed with your application. b. Sale proprietor or single -member LLC. Enter your individual name as shown on your 1040/1040A/1040a on line 1. You may enter your business, trade, or 'doing business as. (DBA) name on line 2. c. Partnership. LLC that is not a single -member LLC, C corporation, or S corporation. Enter the entity's name as shown on the en a tax return on line 1 and any business, trade, or DBA name on Nye 2. d. Other entities. Enter your name as shown on required U.S. federal tax doameeta on fire 1. This name should match the name shown an the chartes or other legal documerd creating the entity. You may enter any bsinees, bade, or DBA name on fine 2. e. Dieaparded entity. For U.S. federal tax purposes, an entity that is disxageded as an entity separate from its bailer is treated as a 'dmagerded erey.' See Regulation section 301.7701-2(c)(2)(at1. Ester the owner's name on Mel. The name of the entity entered on fine 1 should newer be a disregarded entity. The rune on Me 1 should be the name shown on the insane tax ream on which the income should be reported. For example, if a !orate LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the US. owner's mane s required to be provided on ins I. if the direct owner of the away B also a disregarded entity, arts the first area that is not dieegaded for federal tax purposes. Enter the disregarded entity's mane on ine 2, "Business name/disregarded entity name...tithe the owner of the diaregarded handy is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN. Line 2 if you have a buskiees name, trade shame, DE A name, or disregarded entity mane. you may enter it on line 2. Line 3 Check the appropriate box on line 3 for the US. federal tax classification of the person whose ramie is entered an line 1. Check oNy one box on Me 3. IF the entity/person on One 1 Is a(n) , . . THEN sick the box far... • Corporation Corporation • Individual IndvldtraNsole proprietor or dam- • Sole proprietorship, or member LLC • Single -member Nrruted NeDrity company (LLC) owned by an Individual and disregarded for U.S. federal tax purposes. • LLC treated as a partnership for Lima. lia any company ancient., U.S. federal tax purposes, the appropriate tax cloeitcation. • LLC that has filed Form 8832 or (P= Partnership; Cs C carpara0on 2553 to be taxed as a corporation, or or S. S corporation) • LLC that is disregarded as an entity separate from its owner but the owner is another LLC that is not disregarded for U.S. federal tax IsaP • • Partnership Patnwaltip • Trust/estate Trust/estate Line 4, Exemptions If you are exempt from backup wltdtoicfmg and/or FATCA reporting. enter in the appropriate space on fine 4 any code(s) that may apply to you. Exempt payee cods. • Generally, individuals (vtoluding sole proprietors) are nd exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dtvidetds. • Corporations are riot exempt from backup withhokfing br paynwtcs made in settlement of payment card or chid party network bansecticrs • Corporations are not exempt from backup a thhokfrto watt respect to attorneys' fees a gross pnooeeds paid to attorneys. and corporations that provide medical or health tare services are not exempt with tespext to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup witholdig. Enter the appropriate code n the apace in Gte 4. 1 —An organisation exempt from tax under section 501(x). any IRA. or a custodial account under section 4 if the axxxat satisfies the requirements of section 401(1)0 2 —The United Stases or any of as agencies or instrumentalities 3—A state, the Mara of Coianbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentallies 4—A foreign government or any of as political subdivisions. agencies. or instrumentabies 5—A corporation 8—A dealer in securities or commodities requited to register in tie United States, the District of Columbia, or a U.S. oonenenweeth or poseaeeion 7—A futures commission xtisrdiat tegatered with the Commodity Futures Trading Conrnisaten 8—A red estate iwesan nt Must 9 —An entity registered at ell times during the tax yew under the Investment Company Act of 1940 10—A common tout fund operated by a bank under section 594(a) 11—A Maned itatit tlon 12—A middleman known n the investment °annaxtiy es a nominee or custodian 13—A trust exempt horn tax under section 504 or descend in section 4947 Forth Y14 Per, 10-204 p...4 The bowing chart shows types of payments that maybe exempt from backup withhtoldhg. The chart appNee to the exempt payees listed above, 1 through 13. IF the peryment Is for .. . TNEN the payment le exempt interest and dividend payments All exempt payees except for? &vieriransacMans Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter en exempt payee code because they are exempt only for sales of noneovered securities acquired prior to 2012. Better exchange transactions and t Exempt payees 1 through 4 Payments over 3600 required to be reported and diet sales over 55.000' Generally, exempt payees 1 through 5' Paymerds made in settlement of payment card or otird parry network tra sactices Exempt payees 1 through 4 ' See Form 1099-MISC, Miscellaneous Income, and es instructions. t However, the tolbw5g payments redo to a corporation and reportable on Form 1099-MISC are not exempt from backup wkhhoiding: medical and health an payments, attorneys' fees, gross proceeds paid to en attorney reportable under section 6045(Q. and payments for services paid by a federal executive agency. Exemption from FATCA reporting axle. The following codes identify payees then are exempt from reporting under FATCA. These codes apply to persons aubrdttlrg this form for accounts maintained outside of the United States by certain foreign financial inatibrtiona. Therefore. if you are cely subtitling the form for an accent you hold in the united States, you may leave the field blank Consult with the person requesting this form d you are uncertain it the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Fonn W-9 with "Nat Applicable' (or any sinindication) written or ported on the One fora FATCA exemption code. A —An organization exempt from tax under section 501(x) or any individual retirement plan as defined in erection 7701(4(37) El —The United Statee or any of its agencies on instrumentalities C —A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or estnimn Mies O —A corporation the stock of which a regularly traded on one or more estabtietted sewitiea mafceb, as described n Regulations section 1.1472-1(cx1$a7 E —A corporation that is a member of the sane expanded affiliated group as a corporation described In Regtatatlons section 1.1472.1(cf 1N1 F —A dealer In securities. commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state G —A real estate investment trust H —A regulated investment company as defied In section 961 a an entity registered et all titres during the tax year under the investment Company Act of 1940 I —A common trust fund as defined in section 584(a) J —A bank as defined in section 591 K —A broker L —A trust ben. from tax under section wt. described n section 4947(e)(1) M —A tax exempt trust under a section 403(b) plan or section 457(g) plan Note:: You may wish to consult 5. h the financial inetitution requesting the form to determine whether the FATCA code and/or exempt payee code should be competed, Line 6 Ender your address (number, Wrest and aparbneM or suite number). This le where the requester of the Form W-9 wt6 mai you information returns. If the address differs from the one the requester already has on file. write NEW at the top. N a new address is provided, there is still a chance the old address will be used anti the peyorr changes your address In their records. Line 6 Enter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you memoirist alien and you do not have and are not eligible to oat an SSA. your TN is your IRS individual taxpayer identification number (lift. Entire in the social security number box. if you do not have an MN. sae flow to pet a 7►N below. If you area sole proprietor and you have an ON, you may enter either your SSN or ON. If you area single -member LLC that is disregarded as an entity separate from Its owner, enter the owners SSN (or EIN, If the owner has one). Oo not enter the disregarded entity's ON. if the LLC is dassified as a corporation or partnership. enter the entity's ON. Note: See Whet Nene and Number To Give the Requester, bar, for further olaificaoon of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS -5. Applcatioe fora Social Seeutly Card, from your local SSA office or get this form onfste at www SSA.gov. You may also get the farm by caring 1.800-772-1213. Use Form W-7, Appftcation for IRS individual Taxpayer Ickintilmdion Number, to apply for an MN, or Form SS -4, Application for Employer Identification Nundten, to apply for an EIN. You on apply for an 13N online by acceeelng the IRS website at www.asgov/Busirteeees and clicking on Employer Identification flirter RN) under Slating a Business. Go to www.bs.gov/Fomrs to view, download. or print Form W-7 and/or Form SS -4. Or, you can go to www.rsgoWOrobrForms to place an order and have Far W-7 and/or SS -4 mailed to you wahn 10 business days. If you are asked to complete Form W-9 but do not have a TIN, apply fora TIN and wree "Applied For' in the apace for the T1N, sign and date the bum, and give it to the requester. For interest wed dividend paynxrnts, and certain payments made with respect to readily tradable instruments. generally you will have 60 days to get a 11N ad give a to the mquester before you are subject to backup neehholceng on payments. The 60 -day hale does nit apply to otter types of payments. You will be subject to baclaap withholder on all such payments until you provide your TIN to the requester. Note: Entering "Applied For" means that you have already applied for a TIN what you Intend to apply for are soon. Caution: A diaeganied U.S. entity that has a foreign owner must use the appropriate Form W-9. Part IL Certification To establish to the withholding went that you area U.S. person, or resident alien, elgn Form W-9. You maybe requested to sign by rte withholding agent even If kern 1.4. or 5 belay indictees oterwise. For a joint acooure, only the person whose 71N is shown in Part I should sign (what required). M the case of a disregarded entity. the person identified on the 1 met sign. Exempt payees, see Exeraptpayee code, owner. Signature requirements. Complete the oellecntion as indicated in home 1 through 5 below. Farm w e sty to -tom Foga 1. totems%dividend, and barter .xchnng..coount opened before 1984 aft broker accounts combs:id satire during 1023. You must pet your correct TiN, but you do not have to iron the certification. 2. rawest, dividend, broker. end barter eschew recounts opened after 1023 NM broker s caount. soondered insotivs during 1022. You most sign the ardlicnion or backup withholding will ePply. (f you are sullied to backup withholding and you ea nerdy providing your conned TIN to the requester, you mustooes out Item 2 M the certification before elgweg the fpm. 3. Real entst. tramsections. You most sign the certification. You may aces out Rem 2 of the certification. 4.Olher payments. You must give your correct 11N, but you do not have to Sir the certifia ion unless you have been ridded that you have resew* given en loomed TM. 'Ober payments" include paymen is made in the course tithe requester.. bade or busk mss for tets, royalties, floods (other than Mlle for mNchends), median and ANSI oats set a (including payments to corporations), payments to a nonnenpbyee for services. payments rruads h Wi N aft of payment cad and third parry nelvronk trans ctiors. payments to cetsh %brg boat crew members end fishermen, ands proceeds paid to atlomsys MdadhD payments to corporation& & Mortgage katerset paid by you, acpot ttlon or Window. of secured property. anoalbdieo of debt, gesMled t ition program poniards (under section Sin ABLE accounts (under section 0291), Ili Camden ESA, Maher MSA or NSA contributions or distributions, and parson distributions. You must give your correct 11N. but you do not has to sign Me certification. What Name and Number To Give the Requester For tide type of account: tiles acne and SSN of 1. Ind darker the Mask usl 2. Two or name rodeo race fare Theec4W owner d the account art it account) et. arkaneocaut comb!.funds, thethatIndividual on nsladlktbyanFR themount' a 7. or more U.S. persons Each saber of the eccoex Odra moo. Morainal byanFFfl 4.Custodial wo edaminor (them Grab Minors Ad) 5.a floe mud remade savings lust (grantor Is Ora MM. a &wailed heat aeaour tied b not a legal or vast lust under state law 0. Oohs proprietary or daregeded entry owned by an endvndueh 7. Grantor bust trig under lbw. Form 1009 Wog Meow t gee Oswiecim section 1.871-e(b)ftj@ TAantn" Thesranbntrrateen The ad. Owner' The owns' Fart is typed account t Obwpeedod entity not owned by an intvtdmal O. A mild trust, Mate, or penebn Mat 10. Corporation or LLC electing oapomestatus on Fame 8892 a Farm 2569 11. beecialon, dab. rlip rd,. daaltl* edanatlorel, orot er brewer agereelon - 12 Prrbeshrpamda mrmbertLC 13. Awear orepbaredndrteee eke tame and MN et the owner Lepel 4 rte corpora. The ow.. Tepid ene-p The baker or nominee For fhb type of recou nt Ohre name and 6N eE AcaartwlClasbepamred voyeursln.enow of. pbb eMne such as a stets or load poraumet. eeboot deblat a pee. Met wefts epAalluak Omgram payrllrhb f6.Ors. bud Mira under. Farm 1041 Fang Mded aleGpeenr Farm 10e0 Fang Method 2 Sat Nepwlone emotion firriAtopan flspubic web The treat LW OW and drab five nuns of the person whose number you furnish. If sly one person an a ble soma has an SSN, that mason's number must be twilled. I Ode the minors name red tweh the minor's INN. ' You most ehow your ladvkh n darns and you may aka enter yotr business or DBA name an Vie Tunnel rmrnddereg ded enlity name One. You may use either your SSN or EIN Of you have are). but the IRS encourages ycu to use your SSN. lief first red circle the name of the Oust, estate. or pension best. (o not fattish theTIN of the personal mpreeetative or leeks unless the legal tinny su in dieaooamttitle.)AkesSpecial sales 'Note: The yrar for deo must provide a Form W4 to trusteed true. Noes: If no vane leelckd when more than one name is listed, be number MI be considered to be that of the first name Fated. Secure Your Tax Records From Identity Theft Wanly theft occurs when someone uses your mown kilometer ter such as your name, SSN, or otter ddetn7ybg ldcnrstion. wttw d yaw permission, to ce n* baud orother aims. An identity thief may use your MIN to get a job or may file a tax ream using year 8SN to remake a refund. Told ear risk • Protect your SSN. • Enure your employer s protecting your SSN, orb • Be careful when choosing a tax peopard. If your tax records are affected by identity theft and you tease. a notice from be IRS, respond right away to the name and phone number primed on the IRS notice or latter. If your tax records am not currently affected by identity lint but you curet you are at risk due to a be or stolen purse or wallet timbered* cede cad activity or credit report contact the MS Identity Theft Hotlne at 1.806.908-4490 a submit Farm 14039. Far more information. sae Pub. 5021, !dandy Theft intonation for Taxpayers. Victims of ideatltp theft who are experiencing economic hem or a syetamic problem, or are melting help in resolving tax pecblens that tae not been resolved through Wards charnels. ray be a9$de for Taxpayer Advocate Service (FAS) atsistrece. You an reach TAS by caring the TAS All -free Ise Madge inset 1-877-7174770 or TTY/M0 1-800$29-4059. Protect loan:liftmen omen a eplcos emeik or piddling edam's. Phiehing Is the creation and we of email and webeites deeigned to mdc legitimate business snailsnebsites. The moon hn art Is aendlg an email to a user likely cleieig to be an established legitiniste eetNpdee in an alkmpt to scam the user into eceeeedsiag private ! damsier%that will be used for identitythnt. Farm W.. Pin. to4O1el The IRS doss not Mate contacts with tamers via snags. Also, the IRS does not regrrsat pereorel detailed Information through ewei or ask taxpayers forth. PIN numbers, peeswards, a sinter secret access idonmaton for their credit and, freak or other It encw accounts. NKr receive an unsolicited anvil dsimirq to be kern to IRS, forward this message to P gov. You may also report misuse of the IRS news. bm or other IRS property to to Treasury Wanda General for Tax Administration (fl(ITA) at 1400466-4484. You can forward rapiclous emits to the Federal Trade Commission at spam0uas gov a report them at www.ttago►korrhpaskrt. You can oerhtect the FTC at aww.RegovRdthelt a 877•IDTfEFT (877.4311-4338). N you ha. been is victim of Identity theft. see www.kknt8ymheitgov and Pub. 5027. Neat www.ks.govlidenatyT of to berm more about identity theft and how to redoes your risk Page 6 Privacy Act Notice Section 6109 of the Internal Revenue Cods requires you to provide your correct TIN to persons (including fedora apanefes)whose required to Me Infatuation returns with fine ms to ropee interest, dvklond.. a certain other income paid to you: mortgage i ter. you paid: the aoqutition or abendorrnent of secured property: the canoebaSon of debt: or contributions you med. to an IRA. Archer RSA, or NSA. The person collecting this form uses the Information on to form to Ale Intl:metlon return with the IRS, reporting the above idomeron. Routine uses of this kifomtation Include giving it to the Department of Justice for civil and aiminel litigation and to aides, states, the District of Columbia, and U.S. commonwealihe and possessions for use in edminieterthg their laws. The Narration also may be (Woad to other countries under a treaty. to federal and date agencies to enforce civil and criniei laws. or to friend law erdorcenent and idelligence agencies to contest terrorism. You must provide your TIN *let er or not you are required to fie a tax return. Under section 3106. payers must generally withhold a percentage of taxable interest, dividend. and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply to providing been or ksdulent information. Contract Form Entity Information Entity Name* Entity ID* BOONE HEART INSTITUTE PC @00047568 Contract Name* Contract ID AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN 7357 WELD COUNTY & BOONE HEART INSTITUTE, PC FOR CARDIOVASCULAR WELLNESS SCREENING Contract Lead* MRAIMER Contract Status CTB REVIEW New Entity? Contract Lead Email mraimer@co.weld.co.us Parent Contract ID Requires Board Approval YES Department Project # Contract Description HUMAN RESOURCES WELLNESS DIVISION IS SEEKING AN EXTENSIVE CARDIOVASCULAR PROGRAM FOR EMPLOYEES. THE GOAL IS TO BRING A MOBILE, COST EFFECTIVE PROGRAM WITH THE ABILITY TO IDENTIFY EMPLOYEE HEART DISEASE AND STROKE RISK FACTORS BEFORE MEDICAL SITUATIO Contract Description 2 THE PROGRAM WILL PROVIDE A COMPREHENSIVE BLOOD PROFILE, HEART ATTACK AND STROKE ASSESSMENT, MEDICAL EXPERTISE, INDIVIDUALIZED ACTION PLAN AND MEDICAL STAFF CONSULTATION. AGGREGATE DATA WILL BE PROVIDED IN A HIPAA COMPLIANT FORMAT. Contract Type" Department AGREEMENT HUMAN RESOURCES Amount* $200,000.00 Renewable* NO Automatic Renewal NO Grant IGA Department Email CM- HumanResources@weldgo v.com Department Head Email CM-HumanResources- DeptHead@weldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL DGOV.COM Requested BOCC Agenda Due Date Date* 09/09/2023 09/13/2023 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? YES Bid/RFP #* B2300151 If this is a renewal enter previous Contract ID If this is part of a MSA enter MSA Contract ID Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in OnBase Contract Dates Effective Date Termination Notice Period Contact Information Contact Info Review Date * 07/15/2024 Committed Delivery Date Renewal Date Expiration Date" 08/14/2024 Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date Approval Process Department Head JILL SCOTT DH Approved Date 09/20/2023 Final Approval BOCC Approved BOCC Signed Date BOCC Agenda Date 09/25/2023 Finance Approver CHERYL PATTELLI Legal Counsel BRUCE BARKER Finance Approved Date Legal Counsel Approved Date 09/20/2023 09/21/2023 Tyler Ref # AG 092523 August 11, 2023 Weld County Human Resources 1150 "O" Street PO Box 758 Greeley, CO 80632-0758 Phone 970-400-4234 Fax 970-400-4024 www.weldqov.com To: Board of County Commissioners From: Jill Scott Subject: Cardiovascular Wellness Screening - B2300151 As advertised this bid is for an onsite preventative cardiovascular screening for Weld County employees. There were two bids submitted. The bid from Color Health, Inc. does not meet specifications, as it is not a program that comes onsite for health screenings. Therefore, the Human Resources Department is recommending the award to Boone Heart Institute for onsite health screenings in the amount of $330 per screening. If you have any questions, please contact me at extension 4220. Sincerely, Jill Scott Director of Human Resources ?if Lo WELD COUNTY PURCHASING 1150 O Street, Room #107, Greeley, CO 80631 reverettaweldgov. com cgeisert(6 weldgov.com Phone: 970-400-4222 or 4223 DATE OF BID: AUGUST 1, 2023 REQUEST FOR: CARDIOVASCULAR WELLNESS SCREENING DEPARTMENT: HUMAN RESOURCES/WELLNESS BID NO: B2300151 PRESENT DATE: AUGUST 2, 2023 APPROVAL DATE: AUGUST 16, 2023 VENDORS BOONE HEART INSTITUTE PC 7355 E. ORCHARD RD # 100 GREENWOOD VILLAGE CO 80011 COLOR HEALTH INC 863 MITTEN ROAD, SUITE 100 BURLINGAME CA 94010 THE HUMAN RESOURCES/WELLNESS DEPARTMENT IS REVIEWING THE BIDS. 2023-2238 8/Z FEop35 Hello