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Home My WebLink About20251092.tiff Cuh aC-FID1#IU(R(Q BOARD OF COUNTY COMMISSIONERS PASS-AROUND REVIEW PASS-AROUND TITLE: Marathon Health Contract DEPARTMENT: Human Resources DATE: 12/17/25 PERSON REQUESTING: Kelly Leffler, Jill Scott Brief description of the problem/issue: On Monday, June 9th the BOCC approved to award bid #2500056, Onsite Clinic Administration, to Marathon Health. Attached you will find the proposed contract between Weld County and Marathon Health that has been reviewed and approved by the County Attorney's Office. This contract states that the annual fee for year one will be $743,376 with Rx/Labs/vaccines approximating $138,965, for a total of $882,342. Human Resources is seeking final approval and signatures on the contract, as well as the BAA shown in Exhibit D. What options exist for the Board? The BOCC can approve of moving forward with signing the attached contract, or the BOCC can deny moving forward. Consequences: If this contract is denied we will lose our partnership with Marathon Health and will be without a vendor for the onsite Employee Health and Wellbeing Center. If approved, patient care in the Health and Wellbeing Center will not experience any interruptions Impacts: If we do not approve to move forward, this could create a negative impact by raising our cost of health insurance. Costs (Current Fiscal Year/ Ongoing or Subsequent Fiscal Years): This is a 3-year agreement with the option of continuing for two additional years. Year one set administration fee is $743,376, year two is $773,112, and year three is $836,197. Each year on top of the administration fee, we will have additional costs for any Rx, labs, and vaccines that are provided. Recommendation: Human Resources is recommending that the Board of County Commissioners approves moving forward with signing the contract between Weld County and Marathon Health to continue providing our employees and families with affordable and convenient health care. Support Recommendation Schedule Place on BOCC Agenda Work Session Other/Comments: Perry L. Buck Scott K. James Jason S. Maxey Lynette Peppier —d r Kevin D. Rosstf\j cony f'ri- nc CC: ordocise (. R) Zuz5--1092 t2/`zwzs tzcz(vZS FE 0031 IJUI.0 JIIyII GIIVCIUIJC IV.UGCMJLOIr—J I J I—Y/Lot.r—OUJO—J I Cr OJ I UCL/JC PROFESSIONAL SERVICE AGREEMENT BETWEEN WELD COUNTY AND MARATHON HEALTH, LLC THIS AGREEMENT is made and entered into this Z1-}4-hclay of December, 2025, by and between the Board of Weld County Commissioners, on behalf of its Purchasing Office, hereinafter referred to as "County," and Marathon Health, LLC, hereinafter referred to as "Contractor". WHEREAS, County desires to retain Contractor to perform services as required by County and set forth in the attached Exhibits; and WHEREAS, Contractor is willing and has the specific ability, qualifications, and time to perform the required services according to the terms of this Agreement; and WHEREAS, Contractor is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the services as set forth below. NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in the attached Exhibits, each of which forms an integral part of this Agreement and are incorporated herein. The parties each acknowledge and agree that this Agreement, including the attached Exhibits, define the performance obligations of Contractor and Contractor's willingness and ability to meet those requirements (the "Work"). If a conflict occurs between this Agreement and any Exhibit or other attached document, the terms of this Agreement shall control, and the remaining order of precedence shall be based upon order of attachment. Exhibit A consists of County's Request for Bid (RFB) or Request for Proposal (RFP) as set forth in Bid Package No. B2500056. Exhibit B consists of Contractor's Response to County's Request. Exhibit B-1 consists of the compensation to be paid to Contractor and staffing associated with such compensation. Exhibit C consists of Contractor's performance guarantees. Exhibit D consists of the form of Business Associate Agreement to be executed by and between Contractor and County. 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 LJUL.UJII9II CI IVCIUIJC IL/.UGC/1.3401.,.-U I J I-41 l.l.-OUJO-J I GI-OJ IUCUJC 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 the third (3rd) anniversary hereof. This Agreement may be extended annually for two additional years, subject to budgeting appropriations, upon mutual written agreement of the Parties. 4. Termination; Breach; Cure. Either Party may immediately terminate this Agreement upon material breach of the other party, however the breaching party shall have thirty (30) 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. Contractor shall take commercially reasonable measures to mark copies of work product that is incomplete at the time of termination "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, which shall be no less than sixty (60) days after the original notice of termination. County shall be entitled to the use of all material generated pursuant to this Agreement upon termination for internal County purposes. 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 L/UI.UJII9II CIIVCIU1.1C IIJ. ULC/1JLUl.-J I J I l,l,-OUJO-J I CrOU I UCIJJC 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 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. County agrees to pay Contractor the amounts set forth in Exhibit B-1. 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 LJUL.UJIyI I CI IVCIVIIC IL/.VLC/1JLVli—J I I LoV'OVJO—J ICI—OJ I VCLJJC 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. 8. Subcontractors. Contractor acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Contractor. Contractor will consult with County prior to the hiring of personnel to perform services at the onsite clinic; provided, however, that Contractor may assign temporary or per diem personnel to provide services at the clinic without consulting with County in advance. In the event that County objects to the provision of services by specific personnel, Contractor will promptly address such objections through its established personnel management policies (which may include, but is not limited to, termination or reassignment of such personnel.) County expressly acknowledges that Contractor may contract with an affiliated professional services corporation for the purpose of complying with any laws regarding the corporate practice of medicine. The Contractor shall be responsible for the acts and omissions of its agents, employees, and subcontractors, as well as temporary or per diem personnel. The Contractor shall require the same performance standard from any temporary or per diem personnel for services provided at the clinic as required of regular full-time personnel. 9. Ownership. Except for Contractor's existing intellectual property and intellectual property licensed from third parties by Contractor (collectively, "Contractor IP"), 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. Nothing in this Agreement shall be construed to grant County a license to use Contractor IP after the expiration or termination of this Agreement. 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 LJOI.UJIIyI I CI IVCIOpC ILJ. LILL/Y..74 LA'-C I J I-YI L,L, 0OJO-J I r LOU IOGLJJC 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. 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 liable 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 LJUI.UDIyI I CIIVe,upe IV. ULCMJLUIJ-J I J I lJla-OUJO-J I CrOJ I UCUJC 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 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, trustees, 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 include 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) VOI.ODIy.II CIIVCIOpe IV.vccrwcO1..r-J I J I-Y/LA.,-DOJO-J I CrO:)I OCUJC The policy shall cover professional misconduct or lack of ordinary skill for those positions defined in the Scope of Services of this contract. Contractor shall maintain limits for all claims covering wrongful acts, errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or in the course of operations under this Contract resulting from professional services. In the event that the professional liability insurance required by this Contract is written on a claims- made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. Minimum Limits: Per Loss $ 1,000,000 Aggregate $ 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 "Weld County, its successors or assigns; its elected officials, employees, agents, affiliated entities, and volunteers as Additional Insureds" with respect to Contractor's general commercial liability insurance for work that is being performed by 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 VVLUJl II CI IVCILIpC IV.VGCrIJLUI,-.7 I J I-4/lrl,-OUJO-J I GI-0J I JC 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 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 V UI.0 JIMI Crlvelupe IV. VLC/YJLV V-5I J I-Yl L.L.-OVJO-J I CFO:)I VGLJJG reserves the right to negotiate additional specific insurance requirements at the time of the contract award. 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 (collectively, the "County Indemnified Parties"), 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 directly arising from the negligent or willful acts or omissions of Contractor or any of its owners, officers, directors, agents, employees or subcontractors, except to the extent that such claims that arise from a County Indemnified Party's negligence or willful misconduct. This indemnity includes any IJUUUDIyUI GIIVCIUpe ILJ. ULCMJLOI..-A IJ I-4/Lol DOJO-J I GI-OJ I UGVJG 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 willful acts or omissions of the County, be indemnified by Contractor from and against any and all claims directing arising from the negligent or willful acts or omissions of Contractor or any of its owners, officers, directors, agents, employees or subcontractors. 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. Notwithstanding anything to the contrary in this Agreement, in no event shall either party be liable to the other party for indirect, incidental, consequential or punitive damages. In addition, any claim that is appropriately pursued under an applicable professional liability statute shall be pursued under said statute and not under this Agreement and shall be subject to the protections and limitations of said statute, including, without limitation, liability limits. 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. Notwithstanding the foregoing, Contractor may assign this Agreement to the purchaser of all, or substantially all, of the assets of Contractor's business and shall provide notice to County of such assignment. County shall have the option to terminate the Agreement within thirty (30) days of its receipt of such notice (the "Termination Option Period"), with termination to be effective on a date that is ninety (90) days after County gives notice of its exercise of the option to terminate. Should County fail to give notice of termination prior to the expiration of the Termination Option Period, its right to terminate the Agreement under this Section 21 shall be waived and shall automatically lapse. 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, not to exceed once per year unless otherwise required by law. V VVUJII�II CI IVCIVFIC IV. L/LC./-WLOk-e-J I J I-YI lal,-OOJO-J I CI-OJ I L/CLJJC Contractor agrees to maintain these documents for three years from the date of the last payment received. County is expressly advised that all books, documents papers and records of Contractor ("Books and Records") are confidential information and to the maximum extent permitted under CORA, County and its duly authorized representatives shall treat all Books and Records as confidential. Should a private, third-party representative be engaged to examine or audit Contractor's Books and Records, such third-party representative shall execute a non-use and non-disclosure agreement in form reasonably satisfactory to Contractor limiting its use and disclosure of any information contained in the Books and Records solely for the purpose of performing its examination, audit and/or reporting obligations to County. 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 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: Jeff Wells Position: CEO Address: P. O. Box 1433, Portsmouth, NH 03802 (by USPS) Address: 10 W. Market Street, Suite 2900, Indianapolis, IN 46024 (by courier) E-mail: jeff.wells@marathon.health Phone:866-500-4135 With a copy to: Christina Wahlig, General Counsel IJUI.UDIIy I I CI I VCIUpe IU.UG GP%JLUI)_y I I-Y/LA.,OUJO-J IGI-O:J I UGL/JG legal ma rathon_health TO COUNTY: Name: Kelly Leffler Position: Safety, Wellness and Risk Manager Address: 1150 O Street Address: 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 Agreement. 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, 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 VUI,UJIIyII CI iv IUpe IV.LILC/-WZ.LIL,- I J I-YI Lill-OUJO-J I CFO.,I UCUJC 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 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. LJLIL.UDIIy II CI IVCIUpe ILI.ULCMJLOI.-J I J I-Yt l.li-OOJO-J I Cr O:)I UCLJJC 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. 39. Contractor Supplemental Terms. The Parties acknowledge that the following additional provisions shall apply to the services to be provided by Contractor: 1. Provision of Location. County shall, at its sole cost and expense, provide or arrange for the provision of such space needed by Marathon for the performance of its obligations under this Agreement, including the payment of rent (if applicable) and fit-up of the space with basic infrastructure consistent with Marathon's specifications, including but not limited to, utilities, ventilating, heating and air conditioning, security and non-medical furnishings. Any such space must meet Marathon's minimum necessary requirements for the operation of a health center (the "Health Center") and shall be subject to Marathon's approval, which shall not be unreasonably withheld. Marathon will have the right, subject to reasonable rules and regulations adopted by County, to the use of the common areas located around the Health Center, including but not limited to any common walkways, sidewalks, parking spaces and driveways necessary for access to the Health Center. County shall provide such janitorial services for the Health Center as may be necessary to maintain a hygienic and welcoming environment for patients, keep and maintain the non-medical furniture and premises in good working order and make, or cause to be made, all necessary repairs and replacements to the non-medical furniture and premises and its systems as may be reasonably required to keep the same in good order and state of repair. 2. Internet Connections. County will ensure that wired internet services are available to the Health Center that are independent of County's network, provided that Marathon will be responsible for the costs of such services. Ethernet handoff to be implemented into a Marathon owned and operated firewall/router. County is responsible for premise wiring to facilitate connectivity from the Marathon firewall to the desktops. Two jacks are required for each employee station. Location of jacks depends upon build out of facilities. v uuu iyr CI Ivelupe IL/.OLCP1JL.A,-J I J I-Y I' -OOJO-J ICI-OU I OCLJJC 3. Telephone. County will facilitate and provide all physical wiring needed for telephone connectivity. Wiring must be at least Cat5e terminated at both ends with RJ45 sockets. All wiring shall be terminated in a central location at one end and at each workstation at the other. Marathon will provide telephones and associated services for all of its employees and for the main line to the Health Center. 4. Promotion of Health Services. County agrees to support Marathon's outreach and engagement efforts by providing Marathon with contact information of the full population of individuals eligible for services (the "Members"), including but not limited to the following: email address, phone number, home address, and work address. County also agrees to adopt Marathon's engagement campaign strategy and process. Without limiting the generality of the foregoing, County will publicize and provide descriptive information about the Marathon Services, including Marathon's standard communications materials, to all individuals eligible to receive Health Services. To ensure that outreach communications are received by all individuals eligible for Health Services, County shall comply with Marathon's technology compatibility requirements, which will be communicated in writing by Marathon to County from time to time. County will provide Marathon with copies of other documents and materials prepared independently by County describing or publicizing the Health Services prior to the distribution of such materials for Marathon's approval, which shall not be unreasonably delayed. 5. Eligibility Files. County will provide to Marathon a list of Members eligible to receive health services (the "Eligibility File") at least monthly or more frequently if mutually agreed by the Parties. The Eligibility File will contain the entire population of Members and will adhere to Marathon's content and format specifications set forth in the Marathon Eligibility File Specifications, available on Marathon's contracting resource webpage: https://marathon.health/contract-resources/. In the event County desires to use an alternative format to transmit the Eligibility File, Marathon will evaluate using such alternative format, including whether additional costs shall apply. Members will be entitled to use the health services at the Health Center as of the "eligible on date" indicated in the Eligibility File. 6. Medical Claims Data. To assist in the identification and treatment of Members with chronic conditions such as diabetes, asthma, heart disease, pulmonary disease and hypertension, and subject to applicable law and any confidentiality and business associate agreements, County will direct its carrier, third party administrator, or third party vendor for claims data mining (each, a "Claim Processor") to provide to Marathon medical claims data and pharmaceutical claims data via SFTP for the Members enrolled in County's health plan(s) for the 24 months prior to the initiation of the Health Services, and minimally at monthly intervals thereafter through the LJUUUDIIy II CI IVCIUIJC IL.ULCKJLUL. I J I W I lili'OUJO'J I Cr O:)I UCIJJC Term. Claims data is required for County to be eligible for certain performance guarantees. In the event such claims data is not provided to Marathon by the Claim Processor, County shall be deemed to have waived the performance guarantees for which the claims data is required. In the event County desires to use an alternative format to transmit the claims data, Marathon will evaluate using such alternative format, including whether additional costs shall apply. 7. Claims Submission. Marathon will submit medical provider claims via Marathon's standard format to up to four (4) health plans administered by one (1) Claims Processor through Marathon's electronic health records system upon request. County shall direct and obtain agreement from its Claims Processor to receive available claims experience for Patient visits from Marathon. For the avoidance of doubt, Marathon shall not be required to be credentialed as part of a Claim Processor's provider network for the purpose of transmitting claims data to the Claim Processor and County will direct Claims Processor to cooperate with this requirement. Marathon will submit claims in accordance with Marathon's standard format to up to one (1) Claims Processor designated by County for up to four (4) health plans. In the event County desires to use an alternative format for the transmission of Claims to a Claim Processor or County requests that Marathon submit claims to more than one (1) Claims Processor or for additional health plans, Marathon will evaluate the feasibility of using such alternative format and/or any additional professional services necessary to submit to additional Claims Processors. Marathon shall advise County of any additional costs required to satisfy such requests. In no event shall Marathon be required to submit any claims to Medicare, Medicaid, or any other U.S. federal government payor. 8. Operations/Legal Compliance. County will be solely responsible for (a) determining the impact, if any, of offering the service to Members upon County's governmental and business operations, including but not limited to any impact based upon County's other benefit plans and (b) ensuring County's compliance with all laws applicable to County. In the event the Marathon services become part of a County employee benefit plan or program, neither Marathon nor any third-party contractors it may engage shall be considered to be in a fiduciary, trustee or sponsor relationship with respect to such plan. 9. HIPAA Compliance. a. Safeguard of Information. Marathon, its personnel and their agents will safeguard eligible patients' ("Members") personal health information to ensure that the information is not improperly disclosed and to comply with the regulations promulgated by the IJUI.UJIyII CIIVCIUFJC IU. ULCP%JLO L- I J I-f I lAV-OOJO-J I CFOJ I UCIJJC United States Department of Health and Human Services, pursuant to HIPAA and the regulations promulgated thereunder (collectively the "HIPAA Regulations"), the Health Information Technology for Economic and Clinical Health (HITECH) Act, and other federal and state regulations governing the confidentiality of health information, including without limitation mental health, substance abuse and HIV-related information. Marathon and County agree to execute a Business Associate Agreement in form mutually acceptable to them. b. Granting of Access. Marathon will afford access to Member's health records or personal and confidential information to other persons only as allowed, or required by law. Marathon shall not grant access to health records or other personal and confidential information to any individual or to County except as provided in this paragraph b. c. Compliance Assistance. To the extent Marathon utilizes space provided by County to provide services under this agreement, County shall reasonably cooperate with Marathon in complying with the requirements described in this Section 10, including as related to the physical access to such space. 10. Use of County Name; Health Center Brandin. a. Marathon will seek County's permission prior to using County's name in advertisements to recruit personnel dedicated to providing services at the Health Center. b. County agrees to allow Marathon to use Marathon branded signage and will include the name "Marathon Health" in the name of the County's Health Center (e.g., Weld Employee County Wellness Center Powered by Marathon Health) to improve Member awareness about services available at the Health Center. 11. Non-Solicitation. Each party agrees not to, directly or indirectly, solicit the services of and not to employ or engage (in any form, including, but not limited to, as an employee, independent contractor or as a consultant) any employee, independent contractor or consultant of the other party who participates in any manner in the activities that are the subject of this Agreement during the Term and for a period of two (2) years thereafter. In the event that County chooses to employ or engage an employee or independent contractor directly involved in providing care at the County's Health Center or the account manager assigned to the management of Client's account (each, a "Restricted Person"), County agrees to pay to Marathon, as liquidated damages, a fee equal to one years of the LJUL UDIIyI I CI IVCIUpC ILJ. 1.14C/YJLUL!-V I J I I Cr UJ I UCLJJC Restricted Person's salary and 100% of the Restricted Person's bonus target, if any, for the year in which the Restricted Person is recruited by County. 12. Conditions for Performance Guarantees. County's eligibility for credits under Marathon's performance guarantees are subject to County's satisfaction of the following conditions: a. To be eligible for any Performance Guarantee: (i) County must utilize Marathon branded or co-branded material in the development and execution of Member communications, to the extent provided by Marathon. County will adopt Marathon's outreach and communications strategies to support Member engagement at launch and throughout the Term. (ii) County must provide Marathon Health with Eligibility Files. County must provide at least one of the following for at least 90% of employee population: home mailing address, email address, or phone number. b. To be eligible for the Member Engagement, Clinical Quality and Cost Savings performance guarantees (if applicable), a minimum of 40% of the eligible employee population must participate in a biometric screening or obtain an annual physical from a Marathon Care Provider during each contract year. County will direct its third party biometric screening vendors to obtain Member permission to share patient data with Marathon. A minimum of 40% of the eligible employee population must also register with the Marathon member portal within each contract year. c. To be eligible for the Member Engagement, Patient Satisfaction and Cost Savings guarantees (if applicable), if County requires high Health Center fees (>$50 per visit), limits employee access to the Health Center during work hours, locates the Health Center in a difficult to access location, or has other significant restrictions on Health Center use, then a minimum of 50% of the eligible employee population must have at least one provider visit in the Health Center during each contract year. d. To be eligible for the Clinical Quality and Cost Savings guarantees (if applicable), the medical and pharmacy claims data must be received as scheduled, as well as for the 24 months prior to the Docusign Envelope ID.02EA326C-9131-47CC-8638-31 EF8510ED3E Start Date. 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: MARATHON HFAI TH, LLC Signed by: [ l.S avir6k, 12/10/2025 By: 31104013303470 Name:James Griffin Date of Signature Title: General Manager-West Region WELD COU TY: ATTEST: itA) C xyffioei BOARD OF COUNTY COMMISSIONERS Weld unty Clerk to the Board W D COUNTY, COLORADO BY: Deputy Clerk to the Board Scott K. James, Chair Pro-Tem o' .•.1` L:.:v 2 4 2025 _e,�. IE ILA�` I fo: iii � 1861 V� 2OZ5-1092 -1 VuLu uyII GI IVCIO'1C ILJ.ULC/1JLOl'-J I J ICY/l.il)'OOJO-J I Cr OJ I IJCIJJC Exhibit A County's Request for Proposal (RFP) See attached. VUI.UDIIyII CI IVCIVI/C IL/.VLCt%JLU4-J I J I'Y I l..l..-OUJO-J I Cr OJ I UCL/JC Weld County Finance Department 86,i` Purchasing Division 1301 North 17th Avenue Greeley, Colorado 80631 c a u N T Y Professional Services — Request for Proposal (RFP) Cover Sheet Solicitation Number: B2500056 Title: Onsite Clinic Administration Issue Date: March 11, 2025 Pre-Proposal Meeting: March 20, 2025, at 10:30 AM Pre-Proposal Location: Microsoft Teams Conference Call (see below) Questions Due: March 28th, by 5:00 PM Questions Posted: April 4th, by 5:00 PM Questions email: bidsAweld.gov Proposal Due Date: April 18th, by 10:00 AM, Purchasing's Clock Proposal Delivery: Preferred email to bidsAweld.gov or option to hand delivery to 1301 North 17th Avenue, Greeley, CO 80631 For additional information: bidsAweld.gov Documents Included in this Solicitation Package RFP Schedules RFP Attachments Attachment 1 — Census File Schedule A: Proposal Instructions Attachment 2 — Current Plan Designs Schedule B: Scope of Work Attachment 3 — Claim Report Schedule C: Project Schedule Attachment 4 — Feasibility Model Schedule D: RFP Response — Criteria Schedule E: Proposal Form Schedule F: Insurance Schedule G: Weld County Contract Form Revision 12-2024 LJULUJIVII GI IA/CIU'JC ILI.ULC/AJLL)Le-J I J I-Y I L,L,OUJO-J 1 GrOU I UCUJC Table of Contents Professional Services — Request for Proposal (RFP) Cover Sheet 1 Documents Included in this Solicitation Package 1 RFP Schedules 1 RFP Attachments 1 Table of Contents 2 Schedule A - Proposal Instructions 3 Purpose/Background 3 Proposal Advertisement 3 Proposal Submission 3 Introductory Information 4 Cooperative Purchasing 5 Schedule B - Scope of Work 6 Project Overview 6 Method of Procurement 6 Pricing Method 6 Specific Requirements and Responsibilities 6 Schedule C - Procurement Schedule 9 Schedule D — RFP Response Criteria 10 RFP Response Submittal 10 Grading Criteria 12 Schedule E - Proposal Response Form 14 Proposal Submittal Instructions 14 Fees 14 Attestation 14 Schedule F — Insurance 16 Insurance 16 Insurance Mailing Information 19 Schedule G - Weld County Contract 20 Contractual Obligations 20 Weld County Standard Contract 20 Form Revision 12-2024 UUUUJIyII CIIVCIUpe IL-1.ULCMJLUI.-J I J I-4/l.l..-OUJO-J I CrOJ I UCIJJC Schedule A - Proposal Instructions Purpose/Background The Board of County Commissioners of Weld County, Colorado, by and through its Purchasing Office (collectively referred to herein as, "Weld County"), wishes to purchase the following: Onsite Clinic Administration An optional pre-Proposal conference via TEAMS will be held on March 20th, 2025 at 10:30 AM. Proposers may participate and record their presence at the pre-Proposal conference. Microsoft Teams By Phone Join the meeting,now +1 720-439-5261„274973039# Meeting ID: 277 256 096 767 United States, Denver Passcode: eB6hE2oh Phone conference ID: 274 973 039# Proposals will be received until: April 18, 2025 at 10:00 AM (Weld County Purchasing Time Clock). The submitted Proposals will be read over a Microsoft Teams Conference Call on April 18, 2025 at 10:30 AM To join, call the phone number and enter the Conference ID provided below or you are invited to attend the Proposal opening in person at the Weld County Purchasing Conference Room, 1301 N. 17th Avenue, Greeley, CO 80631. Microsoft Teams By Phone Join the meeting now Dial in by phone Meeting ID: 268 669 311 35 +1 720-439-5261„743931252# Passcode: 3Gf7Z23k United States, Denver Phone conference ID: 743 931 252# Proposal Advertisement 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. BidNet Direct is an on-line notification system which is being utilized by multiple non-profit and governmental entities. Participating entities post their Proposals, quotes, proposals, addendums, and awards on this one centralized system. Proposal Submission 1. PREFERRED: email Proposals to bids@weld.gov If your Proposal exceeds 25MB please upload your Proposal to https://www.bidnetdirect.com. The maximum file size to upload to BidNet Direct is 500 MB. If vendor does not desire email submission, sealed Proposals will be B2500056 3 V UI.0 JII�II CIIVCIUI.)C IV. UL CP%J4OL,-U I J i-4(l'1J-OVJO-J I Cr O:)I UCVJC received at the Office of the Weld County Purchasing in the Weld County Building located at 1301 North 17th Avenue, Greeley, CO 80631 by the Proposal due date and time. 2. 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 has been received. Please call Purchasing at 970-400-4222 or 4223 with any questions. Introductory Information 1. Proposals shall be typewritten or written in ink on forms prepared by the Weld County Purchasing Division. Each Proposal must give the full business address of Proposer and be signed by authorized person. 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 Procurement Manager 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 Proposer. All corrections or erasures shall be initialed by the person signing the Proposal. All Proposers shall agree to comply with all of 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. Proposers 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 Proposer. 2. Late or unsigned Proposals shall not be accepted or considered. It is the responsibility of the Proposer to ensure that the Proposal arrives in the Weld County Purchasing Division on or prior to the time indicated in Section 1, entitled, "Notice to Proposers." Hard copy Proposals received prior to the time of opening will be kept unopened in a secure place. No responsibility will attach to the Weld County Procurement Manager 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 Procurement Manager; said request being received from the withdrawing Proposer prior to the time fixed for award. Negligence on the part of a Proposer in preparing the Proposal confers no right for the withdrawal of the Proposal after it has been awarded. Proposers are expected to examine the conditions, specifications, and all instructions contained herein, failure to do so will be at the Proposers' risk. 3. In accordance with Section 14-9(3) of the Weld County Home Rule Charter, Weld County will give preference to resident Weld County Proposers 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 any B2500056 4 IJV VU JII�II CIIVCI V�.JC ILJ.UGC/1.'4E-11,-V I J I-Y/VlJ-OUJO-J I Cr OJ I VCVJC and 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. Cooperative Purchasing Weld County encourages cooperative purchasing in an effort to assist other agencies to reduce their cost of solicitations and to make better use of taxpayer dollars through volume purchasing. Vendor(s) may, at their discretion, agree to extend the prices and/or terms of the resulting award to other state or local government agencies, school districts, or political subdivisions in the event they would have a need for the same product/service. Usage by any entity shall not have a negative impact on Weld County in the current term or in any future terms. B2500056 5 VUI.UDIIyI I CI IVCIUIIC IV.ULC/1.140l.-U I J I W I l.rl.r-OOJO-J I Cr O:I I UCIJJC Schedule B - Scope of Work Project Overview Weld County is committed to enhancing the health and wellbeing of its employees and their families through a partnership with an onsite/near-site clinic vendor. With its existing clinic experience, Weld understands the vital role these services play in its workforce's occupational and personal health management and are seeking to elevate this care through an innovative partnership. Weld is prioritizing vendors who can demonstrate excellence in comprehensive primary healthcare and occupational health services, while bringing fresh perspectives and enhanced capabilities to our established program. The goal is to expedite the transition to a vendor who can build upon our existing foundation while introducing improved services and efficiencies. The selected partner will be tasked with maintaining and enhancing comprehensive health services, including primary care, occupational health, and lifestyle and behavioral health management programs. This transition represents Weld's commitment to continuous improvement in employee healthcare delivery and its dedication to maintaining high- quality, accessible healthcare services for its workforce and their families. The partnership with a clinic vendor will be instrumental in achieving its objectives of enhanced healthcare delivery, cost containment, and improved employee satisfaction, ensuring Weld continues to provide exceptional support for the health and wellness needs of its county workforce. Method of Procurement Best Value: Best Value refers to a project procurement method where price and other key factors, such as quality and expertise, are considered in the evaluation and selection process. Best Value is typically achieved through a two-step process using a Request for Qualifications (RFQ) and Request for Proposal (RFP) to evaluate proposers. Pricing Method Lump Sum Price: The lump sum price is the simplest and easiest price. Based on specifications, the contractor estimates their cost to provide the work, adds a profit margin, then proposes the sum as a price of the project. Lump Sum requires the proposals to include a fixed, not-to-exceed lump sum, which shall include all costs that may be paid to the contractor. The solicitation may include an itemized list of costs, in which case the proposals shall include itemized costs. Specific Requirements and Responsibilities Weld County initially opened their onsite medical clinic in 2010 with the goal of expanding care to further enhance the health and wellbeing of its employees and their families. With its existing clinic experience, Weld understands the vital role these services play in its workforce's occupational and personal health management. The County is releasing this RFP in conjunction with the expiration of the current administration contract effective December 16, 2025. B2500056 6 IJUI.UJIIy.II CIIVCIUtjC IV.ULCMJLUI.,O I J I 1J1.-OUJO-J I Cr OJ I UCVJG Through this RFP project the County would like to explore the services offered by a variety of administrators who can demonstrate excellence in comprehensive primary healthcare and occupational health services, while bringing fresh perspectives and enhanced capabilities to our established program. The selected partner will be tasked with maintaining and enhancing comprehensive health services, including primary care, occupational health, and lifestyle and behavioral health management programs. This project represents Weld's commitment to continuous improvement in employee healthcare delivery and its dedication to maintaining high-quality, accessible healthcare services for its workforce and their families. The onsite clinic will be in a newly renovated space located in the Weld County North Business Park. The space provided will also house the Weld County Mental Well-Being program vendor. Weld County will provide telephone connections and office furnishings for the facility (including lobby furniture, desks, office chairs, and exam beds). The vendor will provide all medical furnishings including proper pharmaceutical storage/care and other products needed to administer medical care. The clinic will be wireless capable, but Weld County will not share our current computer infrastructure. It will be the responsibility of the selected vendor to provide network connections to service their needs. It is preferred that the vendor has additional clinic locations throughout Weld County and across the front range to support our employees and their families that live and work throughout Northern Colorado. The selected vendor will provide medical clinic services for eligible Weld County employees, and dependents choosing to utilize the services. Eligibility is determined through participation in the Weld County health insurance program. The on-site clinic will also conduct occupational related health physicals/tests. Weld County is anticipating full time clinic operations (not to exceed 50 hours per week). This will be achieved by rotating hours to fulfill the County's needs. The clinic is currently open 45.5 hours per week and staffing consists of one full time NP, three full time MA's, and one part time physician. The clinic also has a clinic manager that oversees the daily operations and is onsite weekly. Weld County wishes to provide a transparent level of care with minimal wait times, and a high degree of face-to-face contact with a medical care provider for our clinic users. The selected firm also needs to demonstrate their ability to actively engage in the Weld County Safety and Wellness program and be willing to engage with Weld County employees through flu shot clinics and various other educational opportunities. The selected vendor will establish a BAA agreement with Weld County's health plan carrier. Clinic services are provided at no cost to eligible clinic users who are enrolled in the Standard PPO health plan which includes dispensing limited medications, immunizations, development of treatment plans and follow-up care for chronic disease management, episodic care, laboratory work orders (from both internal providers and external providers), physicals, and primary care services. The eligible clinic users who are enrolled in the HDHP have access to the same services for a small co-pay. Desired Services and Solutions: B2500056 7 UUUUJIyi I LI IVC UpC ILJ. ULLltJLUV-J I J I I L.L-OOOO-J I Lf UJ I ULUJL • Primary Care • Preventative exams and care • Wellness biometric health screenings, immunizations, etc. • Lifestyle and Chronic Disease Management • Episodic/acute care (same day care) • Workers' Compensation medical care • Occupational medicine physicals, testing, and surveillance programs • Limited pharmacy services • Laboratory services, to include outside lab orders Program Goals and Objectives: • Provide high quality, cost effective, convenient access to care. • Increase participation in primary and preventative care screening services • Improved management of members' chronic conditions • Strategic partner to analyze data and provide innovative recommendations for program improvements to manage and reduce employee risk factors. • Integrate with and promote services from health insurance provider to provide a seamless level of care for eligible users. • Work within our Departments to create and promote a healthier lifestyle. • Provide a positive ROI annually. Weld County requests that the Clinic vendor only close for major holidays: New Year's Day, Christmas Day, Thanksgiving Day, Independence Day, Memorial Day, and Labor Day. Weld County requests that the clinic vendor follow Weld County inclement weather closures. It is expected that the clinic will remain open for business all other days, unless approved by and mutually agreed upon by Weld County. It is the responsibility of the clinic to ensure such closures are clearly communicated to Weld County including but not limited to notice on doors, messages on recordings, etc Additional information regarding census file, current plan designs, and claim reports can be found in the RFP Attachments. B2500056 8 LJVI.UJIyI I CI I VCIOpe ILJ.OLC/1JLOl.i-J I J I-Y/' L-OOJO-J ICI-O:J I IJCIJJC Schedule C - Procurement Schedule Below is the anticipated schedule for procurement of this solicitation: Advertisement Date March 11, 2025 Pre-Proposal Meeting (Optional) March 20th at 10:30 Microsoft Teams Conference Call Technical Questions Due March 28th, by 5:00 PM Technical Questions email bids@weld.gov Questions Answered via Addendum April 4th, 2025 Proposals Are Due April 18th, 2025, by 10:00 AM Purchasing's Clock Interviews (Optional) May 12th — May 23rd Solicitation Notice of Award (Anticipated) June 4th, 2025 Contract Execution (Anticipated) June 18th, 2025 B2500056 9 UVLUJIIyII GIIVCIVF.ie IU.ULGMJLUI,'V I J I-H/fill-OUJO-J ICI-OO I VGUJG Schedule D — RFP Response Criteria RFP Response Submittal Weld county seeks a partner that aligns with the organization and offers medical services and support to the county's workforce. To aid in the determination, contractor shall address the following items in the RFP response submittal, The RFP Response should be arranged in order of the evaluation criteria shown in the RFP Review Scoring Table below. The response items include: Compatibility and Partnership 1. A healthy relationship can foster long-term and sustainable partnerships that add value to both parties. Provide your philosophy, mission statement, and value proposition and how they translate to your members seeking services and approach to long-term partnerships with organizations like Weld County. 2. Many vendors provide multiple care or clinical supportive services )i.e. direct, virtual, onsite, near-site, collaborative, etc.) Please explain your organization's framework of providing care. 3. Please describe your ability to partner with large geographically dispersed organizations. 4. What "Keys to success" do you request of your clients to meet your goals as a vendor partner? 5. Has your parent company completed any mergers or acquisitions in the past 5 years? Are you anticipating significant business changes in the next 5 years? 6. Provide samples of onsite materials to encourage member engagement and utilization and describe how you incentivize members to participate in programs that you offer. 7. Explain the communication and level of interaction your organization typically has with your clients. 8. Describe your organizations operational flow, clinic flow, set-up process, implementation plan and timeline Staffing 9. Describe the staffing model that you would use for Weld County. 10.Describe your structure of your Account Management team and Clinical Business Team. 11. Describe your process for recruiting and selection of staff. Will the client actively participate in selecting the staff? 12.Describe initial and ongoing staff training initiatives. 13.What qualifications do you require your medical staff to have? 14.What is your Healthcare provider retention rate? Patient Care 15.What are the age groups that your organization supports from a clinical/medical intervention perspective. 16.Describe your process and service offerings for care coordination and continuity of care related to healthcare navigation into the client's primary medical carrier or network. 17.Describe your process and service offering for mental health / behavioral health services aimed at providing therapy and psychosocial support for those in need. B2500056 10 LJULUJIyI l CIIVCIUIJC ILI.ULGPWLCJL.-U I J I-Y I lA.i-OUJO'J I Cr OU I UCIJJC 18. Describe all services offered through your organization that you presume would be offered for Weld County. 19. Please describe the Electronic Health Record (EHR) system that your organization currently uses. 20. Please describe your patient health record system (PHR) and key functions of the patient portal and mobile application. 21. Do you provide occupational health care coverage as part of your organizations service offering? If yes, please provide a comprehensive list of occupational health services you offer and how you tailor these services to meet the specific needs of different industries. 22. Explain how your organization will deliver high levels of quality and service throughout the life of the contract, to include whether your organization has a resolute account manager or team of experts who can answer questions or service needs. Outline the process your organization follows to address client concerns. Compliance and Quality and Reporting 23. Please describe your initial and ongoing credentialing processes at hire and throughout employment. How do you ensure that appropriate professional licenses and/or certifications are current? 24. Have any medical professionals, including doctors, nurses, or other team members, been involved in legal actions for negligence or malpractice in the past 10 years within your organization? If yes, please explain. 25. Please provide details related to limits and insurance coverages associated with your organization's business protection and continuity model. 26. Describe your experience and capabilities in helping employers comply with occupational health and safety regulations (e.g., OSHA, NIOSH standards). Can you explain how you've assisted other clients in this area? 27.All vendors, regardless of their service offering must adhere to strict HIPAA data security and privacy provisions. Provide your HIPAA security and privacy policy, including Officers at your organization responsible for compliance and training that is provided to staff to assure HIPAA and state law compliance and patient privacy. 28. Upload your process or protocol documentation associated with the quality process your organization employs, such as total quality management (TQM) or quality control measures that quantify the standards associated with your output or outcome(s). 29. Does your organization have a statistical process control (SPC) in place to measure the quality of your product and service offering and to identify trends that may slip outside tolerance limits and prompts your organization to take corrective action before a problem occurs to enhance quality and minimize disruption or increased costs. Please explain. 30. Explain your organizations management dashboards, reporting, metrics, etc. that is shared with the client. Provide samples of reporting illustrations, including reports, dashboards visualizations, extracts, etc. 31. Provide at least 3 reviews and endorsements from customers or independent sources regarding the quality of your service offering. 32. Each prospective preferred partnership must operate and work to improve its members' or patients' health and well-being under the context of diversity, equity, inclusiveness, and B2500056 11 VUI.UJI9It LI VCIUFIC IL). ULCf1JLU1,-U 1 J I W 1 L.L.-OUJO-J 1I UOU I UCLIJC belonging. Please share any final thoughts or insights demonstrating your commitment to the above statement. Cost 33. Please download the attached Feasibility Model and follow the instructions within. This model will capture the proposed staffing models and the anticipated costs that your organization proposes are reasonable for the proposed staffing model. Grading Criteria The RFP Responses will be evaluated using the following criteria. NOTE: Each RFP Response will be individually evaluated by a team of reviewers. Each reviewer will score each of the RFP Responses following the criteria outlined in Table 1. The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5 being an outstanding rating. After the individual reviewers have scored each RFP Response, the individual reviewer scores will be totaled. Each reviewer's scores will be ranked by score from highest to lowest. The RFP response with the highest score will be ranked first place, second highest score will be ranked second place, and so on until all proposals have been ranked. The 2 to 3 highest ranked RFP Responses may be invited to participate in interviews (if required) to help the reviewers determine which proposer represents the best value to the County. If interviews are determined to be necessary for the selection process, Proposers will be evaluated on the criteria shown below in Table 2. After all scorer rankings have been determined from the RFP Response and the interview (if required), each ranking will be totaled for each RFP Response based on their respective rankings (1st, 2nd, 3rd, etc.) from the scorers. The highest point score will be considered the best value for the County. NOTE: The first ranked proposal may not be the lowest overall cost. Table 1 - RFP Response Scoring Criteria Evaluation Evaluation Standard Scoring Weighting Scoring % Criteria Factors Range The proposal clearly shows an Scope of understanding of the project objectives. 1 to 5 3 3%-15% Proposal The proposed methodology meets the desired goals of the County. Compatibility 1 to 5 3 3%-15 % B2500056 12 JUL.UWIy.I I CI IVCIVFIC IIJ.VLC/1JLUl..-J I I-N/l,l.-OUJO-J ICr O:J I UCVJC The costs were presented in a way that is reasonable and consistent with the project goals. Staffing The schedule contains sufficient detail to ensure the project goals are met. 1 to 5 3 3%-15% The proposal clearly shows compatibility Patient Care with Weld County and demonstrates the desire to work alongside of Weld County 1 to 5 4 4%- 20% to support the health and wellness of Weld County employees. Compliance/ 1 to 5 3 3%-15% Quality/ reporting Cost The costs were presented in a way that is 1 to 5 4 4%-20% reasonable and consistent with the project goals. The schedule contains sufficient detail to ensure the project goals are met Total Possible 20%-100°/0 Score Table 2 Interview Scoring Criteria Evaluation Criteria Evaluation Standards Clinic Model Team proposed and clearly described their clinic model they would use for the onsite medical clinic. The team offered innovative ideas for the project. Cultural Fit The team understood the goals of this vendor relationship and clearly stated how they would assist in meeting those goals and expressed cultural competency. The team's presentation was clear and easy to understand. Quality of Presentation The people being interviewed displayed effective communication skills. The team's use of audio-visual aids was effective. The team provided good answers to the questions asked by the Question/Answer selection committee. Session The answers provided by the team demonstrated a clear understanding of the project and the project goals. All Evaluation Criteria Must Be Met B2500056 13 L/Ul.UAl9lI CI IVCIUF/C IL,.UL C/1JLUli'J I J I I Loli—OUJO—J I Gf OJ I UGLIJG Schedule E - Proposal Response Form Proposal Submittal Instructions The following items must be completed and submitted with your bid on or before the bid opening deadline of 10:00 AM on April 18th: 1) Vendor's Proposal - Outlined in Schedule D 2) Schedule E — Proposal Response Form 3) Any potential or future Addenda must be completed/acknowledged. 4) All other items as requested in the Bid Specifications and/or Scope of Work. Failure to include any of the above items upon submittal of your Proposal may result in your Proposal being incomplete, non-responsive, and your Proposal being rejected. If there are any exclusions or contingencies submitted with your Proposal it may be disqualified. Fees Provide Fees in the Attachment 4 Feasibility Model. Fees must be provided in the original excel format. Attestation The undersigned, by his or her signature, hereby acknowledges and represents that: 1. The Proposal proposed herein meets all the conditions, specifications and special provisions set forth in the Invitation for Proposal for Request No. #B2500056. 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 Proposer for the amount shown on the accompanying Proposal sheets. 4. Acknowledgement that bidder is required to submit a current IRS Form W9 upon award and prior to contracting. 5. Acknowledgement of Schedule F — Insurance 6. Acknowledgment of Schedule G —Weld County Contract 7. By submitting a responsive Proposal or proposal, the supplier agrees to be bound by all terms and conditions of the solicitation as established by Weld County. 8. 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 to the best interests of Weld County. The Proposal(s) may be awarded to more than one vendor. Item Entry Company Name: Address: Phone Email: FEIN/Federal Tax ID #: CONTRACTOR: B2500056 14 UULUDIIyII CI IVCIUpu ILl.ULCMJLUIa-V I J I W I lA-f-OUJO-J I Gr OJ I UCUJC By: Date of Signature Name: Title: B2500056 15 LIUI.UJIIy.I I CI I VCIUpG IL/.ULCMJLEJU-J I J I-Y/li L,OUJO-J I Cr O:)I UCUJC Schedule F — Insurance Insurance 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 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, trustees, 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 include 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 B2500056 16 VUI.0 JIM I CI IVCIl4 e IL./ ULC/1JLUli'V I J I-4l Lel,-OUJO-J 1 Cro.,I UCLJJC defined in the Scope of Services of this contract. Contractor shall maintain limits for all claims covering wrongful acts, errors and/or omissions, including design errors, if applicable, for damage sustained by reason of or in the course of operations under this Contract resulting from professional services. In the event that the professional liability insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed. Minimum Limits: Per Loss $ 1,000,000 Aggregate $ 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 "Weld County, its successors or assigns; its elected officials, employees, agents, affiliated entities, and volunteers as Additional Insureds" for work that is being performed by 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 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. B2500056 17 UUI.UJIWI CI Iveiupe IL/. ULGMJLUI�-J IJ I-Y/l'l.-OOJO-J I Gr OJ I UCLJJC 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. 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. B2500056 18 u uuu JIIyr i GI IVCIOpC ILI. OLC/1JLOL�-J I J I-41 LPL'-OOJO-J I GI-OJ I OCL/JC Insurance Mailing Information Certificates of Insurance, endorsements and bonds shall be provided to the County via electronic correspondence or mail using the information below: Email: Project Manager: Kelly Leffler Email: kleffler@weld.gov Telephone: 970-400-4220 Mail: Weld County Human Resources ATTN: Kelly Leffler PO Box 758 Greeley, CO 80632 B2500056 19 VUI.UJIty.II CI I VCIUIIC ILJ.ULC/yJG UI.-' J I-N/l..l..'OUJO-J I GI-OJ I UCIJJC Schedule G - Weld County Contract Contractual Obligations 1. The successful Contractor will be required to sign a contract substantially similar to the Weld County Standard Contract shown in Schedule G of this document. The County reserves the right to add or delete provisions to the form prior to Agreement execution. 2. Issuance of this solicitation does not commit the County to award any agreement or to procure. 3. If a formal contract is required, the Contractor agrees and understands that a Notice of Award does not constitute a contract or create a property interest of any nature until a contract is signed by the Awardee and the Board of County Commissioners and/or their authorized designee. 4. Contractor is responsible for reviewing the Weld County Standard Contract and understanding the terms and conditions contained therein, including, but not limited to, insurance requirements, indemnification, illegal aliens, equal opportunity, non- appropriation, and termination. 5. Contractor's Response to this solicitation is a willingness to enter into the Weld County Standard Contract or Contractor shall identify and include any proposed revisions they have for the Weld County Standard Contract. Any proposed revisions made by the Contractor after the County Notice of Intent to Award the Solicitation may be grounds for rescinding said Notice. The identification of willingness to enter into the standard Agreement is for general purposes at this time but is part of the evaluation process and must be included. There may be negotiations on a project-by-project basis that provide further clarification. Weld County Standard Contract Below is the standard Weld County Contract for Professional Services. PROFESSIONAL SERVICE AGREEMENT BETWEEN WELD COUNTY AND [CONTRACTOR] THIS AGREEMENT is made and entered into this day of , 202 , by and between the Board of Weld County Commissioners, on behalf of [DEPARTMENT], hereinafter referred to as "County," and [CONTRACTOR], 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. B2500056 20 L/VI.0 JII�II CIIVCIU,e ILJ.ULC/AJLOL.-U I I l,l,-OOJO-JICFO.)IUCLIJI- NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto agree as follows: 1. Introduction. The terms of this Agreement are contained in the terms recited in this document and in the attached Exhibits, each of which forms an integral part of this Agreement and are incorporated herein. The parties each acknowledge and agree that this Agreement, including the attached Exhibits, define the performance obligations of Contractor and Contractor's willingness and ability to meet those requirements (the "Work"). If a conflict occurs between this Agreement and any Exhibit or other attached document, the terms of this Agreement shall control, and the remaining order of precedence shall be based upon order of attachment. Exhibit A consists of County's Request for Bid (RFB) or Request for Proposal (RFP) as set forth in Bid Package No. B Exhibit B consists of Contractor's Response to County's Request. 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 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 B2500056 21 UUI.UDIIyII CI!VCIUpC IL. ULCl1JLUlJ-J I J I-Y/LILI-OUJO-J I Cr OJ I UCIJJC 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 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 $ as set forth in the Exhibits. 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 B2500056 22 IJUI.UJI9I I CI IVCIUIJC Ill.IJLC/YJLUI,-u I J I-Y I l'l'-UUJU-J I GI-UJ I UCIJJG 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. 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. 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 B2500056 23 VUI.UJIVII Cl IVellye 1V.ULCMJLUI.r-.7 I J I WI t-A OUJO-J ICI-O:J I UCIJJC 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 liable 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 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 B2500056 24 LJ VI.UJIMI CI iveiupe ILI. UG G/1JLVl,-'I J 1-'1/L'.. OVJO-J I GI-OJ I VGVJC 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, trustees, 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 include 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 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 $ 1,000,000 Aggregate $ 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. B2500056 25 IJUL.UJlyl I CI IVCIUpe IL/.UGG/1JGUlJ-J I J I W I l'li-OVJU'J I GI-O:J I UCLJJC 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 "Weld County, its successors or assigns; its elected officials, employees, agents, affiliated entities, and volunteers as Additional Insureds" for work that is being performed by 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 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. B2500056 26 IJUL.UJIyI I CI IVCIUpC ILJ.VLCf1JLUl,-U I J 1-Y1 lila-OUJO-J I Cr OJ I LIEU JC 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. 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 willful acts or omissions of the County, be indemnified by Contractor from and against any and all claims. It is agreed that Contractor will B2500056 27 LJUL.UDILy II GI IYCIUpe IL/.UGC/YJG OL,-C I J 1-'4/LA...-OUJOV I Cr OJ I UCLIJC 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 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: Position: Address: Address: B2500056 28 IJUI.UJIyI I GI IVCIUIJC IL/. ULGf1J L UL.'J I J I-YI I Gr OJ I UCUJC E-mail: Phone: TO COUNTY: Name: Position: Address: Address: E-mail: Phone: 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 Agreement. 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, 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. B2500056 29 UUI.UJIyI I CIIVCIUpC ILJ.ULCMJLOIi- I J I-Y I lala-OOJO-J I Cr OJ I UCLJJC 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 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: B2500056 30 L)ULu II�'II CI IVCIVf./C IL/. VLCMJLOL,-J I J I-Y/li li'OVJO-J I GI-O:!I l/CL/JC By: Name: Date of Signature Title: WELD COUNTY: ATTEST: BOARD OF COUNTY COMMISSIONERS Weld County Clerk to the Board WELD COUNTY, COLORADO BY: Deputy Clerk to the Board Perry L Buck, Chair B2500056 31 LJULUJI9I I GI I'JC:iUF)t ILJ UGCJ1JL I.IL, I J I-Y l L,-.-OUJO-J I Cr OJ I UCLIJC Exhibit B Contractor's Response to County's RFP The Contractor's response to County's RFP consists of the following: 1. Marathon Health Response to Request for Proposal #B2500056 for: Weld County Onsite Clinic Administration dated April 18, 2025 — unsealed portion. 2. Marathon Health Response to Request for Proposal #B2500056 for: Weld County Onsite Clinic Administration dated April 18, 2025 — confidential portion. 3. Marathon Health's Best and Final Offer communicated via email from Michelle Rosowsky to Kelly Leffler dated May 28, 2025. See attached. LJu.UDly1I GII VCIUq.JC IU.ULGP1JLUliV I J I—41 lold—QUJU—J I Cr OJ I UGLJJC 6i Marathon Health.. Y f Marathon Health Response to Request for Proposal #B2500056 for: Weld County Onsite Clinic Administratio April 18, 2025 Michelle Rosowsky, MBA I Client Success Manager iMarat;,oln rleaitn Email: michelle.rosowskyAmarathon.health Phone: 802-922-8776 LJUI.UJlly1I CIIVCIU/C I V. UL CMJL`)L. 1 J I W/L.L.OUJO-J I Gr OJ 1IJ UJC IW! Marathon y Health_ Table of Contents Executive Summary 1 Schedule D - RFP Response Criteria 5 Signed Forms 29 • Schedule E - Proposal Response Form 30 • Addenda 33 Attachment 4 - Feasibility Model 42 (provided in separate Confidential file) Exceptions to Sample Professional Service Agreement 43 (provided in separate Confidential file) Exhibits 44 • Exhibit 01 - Sample Communications Materials 45 • Exhibit 02 - Weld County Monthly Ignite Insights Report 54 UVVUJII,I I C I IVCIVFIC IL/.VLC/"�) UL, 'IJ ICY I IJIJ'OVJO-J II O:J IUIL/JC M Marathon V Health Executive Summary LJUI.UJIIyII CI IV. UL Cr1 JLUL.-J I J I-YI LA...-OUJO-J I CFOU I UCIJJC M Marathon V Health Weld County Onsite Clinic Administration Executive Summary April 18, 2025 Marathon Health is committed to a successful partnership with Weld County and are honored to have been entrusted with your most valuable asset —your employees —for the last three years. Thank you for your partnership. We are pleased to present our response to the Request for Proposal solicitation #B2500056. It's a new day at Marathon Health, as you have seen, and we are eager for the opportunity to provide the partnership you deserve while delivering the care your members have come to expect: "They really seem to care. They listen and do their best to help in any way they can." January 8, 2025 "Rebecca and her staff are amazing! Rebecca is extremely thorough and is always ready to explain if needed. I had my blood drawn during this visit and the gal was friendly. She remembered she used a butterfly(special smaller needle) last time she drew my blood and she's the best at the procedure. Didn't feel a thing and zero bruising." February 13, 2025 "Kelli took the time to listen to my concerns and offer helpful treatment recommendations." March 10, 2025 "Great service providers!" April 1, 2025 If given the opportunity, we will demonstrate an increased level of client support and clinical capabilities to build on the successes you have driven to date while addressing past shortcomings. A Valuable Partnership For over three years, Marathon Health and the County's partnership has led to some notable results: 4,836 48% 71% 32 min. $2.1M Patient visits in Members utilizing Members are Average time with Value of Year 3 (visit services improving a provider during additional volume increasing (engagement biometric patient visit provider time year-over-year) increasing year- measures out of over-year) range time) Proactive Collaboration and Support We're committed to finding and refining solutions for our client partners. We understand that the County has been disappointed with service in the past and are eager to have the opportunity to demonstrate our capabilities in terms of client service, clinical scope of service, proactive engagement strategies, and robust data to show the value of your investment. Uul.ublyl I CIIVCIUIJC IV.ucCHJLut..-u I J I-9/l,.L.-OUJO-J I Crou I uCUJC Marathon V Health_ In addition to my service as your Client Success Manager and care team management by Keri Nelson, we have a responsive and proactive team to support your needs. This includes project management for your facility moves, experts in occupational health, physician oversight for Colorado clinical teams, data analysts, and a Group Vice President in Brian Uhrinek. OliolVon Unmatched Access to Care kwilliallwa Marathon Health offers a variety of access points for your patients ,,,�, 9 to seek convenient care near where they live or work via our onsitektownan, health center and 14 additional Marathon Health locations via our •• • Colorado Network. Patients can choose to schedule and attend ••;• visits with their known care teams in person at any of these ��• ` locations or virtually, adding to the ease with which they can fit care into their schedules and in ways that are comfortable for them. Regardless of care location, we offer the same scope of . services and a consistent, exceptional patient experience. As our ' Network grows with additional locations and services, the County .a w-n will continue to benefit from additional care without buildout cost or `" 0. additional expenditure. Marathon Health Colorado Network Locations Advanced Patient Engagement and Experience Through personalized outreach and thoughtfully designed programs, we strive to make meaningful connections with the County's patients that transform lives, build relationships, and create lasting health improvements. Our long-term provider relationships are a key part of this model; Marathon Health care teams have built trusted connections with the County's patient population, creating continuity of care that enhances both health outcomes and employee satisfaction. Their familiarity with your departments and willingness to meet employees where they are in their health journeys is instrumental in achieving engagement. Flexible, Scalable Solutions Our proposal includes two opportunities for expanded services: increased virtual Registered Dietician Nutritionist (RDN) hours from 0.2 to 0.6 FTE and added LiveBetter onsite or virtual mental health services via a 0.6 FTE mental health provider. Offering additional support in response to the demand for your RDN will allow more patients to benefit from these services, while offering mental health services will allow enhanced support for patients' mental health needs through talk therapy. Our primary care providers closely collaborate with both RDN and mental health resources to offer coordinated, whole person care focused on outcomes. We also acknowledge the County's desire for more acute care and can discuss with you how we can support this goal. A Continued Commitment Continuing your partnership with Marathon Health has the advantage of continuity for your members, no change in branding and technology, no significant operational lift for re- implementation, and no additional time and expense for a vendor transition. However, we hope the most compelling reason to continue our partnership is that we prioritize trusted long-term relationships with our clients, solutions customized to your organization, and results that drive value. Above all, with Marathon Health, you are part of a larger movement: together, we plan to fundamentally change healthcare and change people's lives for the better, one member at a time. VUI.UDIIyII CIIVC:1 J Je IU. ULCIIJ LOli'U I J I-4/LAl.'OUJO-J I Cr 0:1 I UC UJC Marathon Health.. Thank you for considering us in your evaluation. Michelle Rosowsky, MBA 60 Client Success Manager Marathon Health Email: michelle.rosowsky(a�marathon.health Phone: 802-922-8776 L)L) UJII�II CI IVCIV�JC IV. VLC/'1JLVli'J I J I''41 L OVJO'J I I O:)I VCI.JJG M Marathon V Health Schedule D - RFP Res Criteria L/ULUJIIyI I GI iveiu t:IL'.1J/ -7 I J I W!lrlr-OOJO-J I CFOU I UCLJJC +rr maratnon V Health Schedule D — RFP Response Criteria RFP Response Submittal Weld county seeks a partner that aligns with the organization and offers medical services and support to the county's workforce. To aid in the determination, contractor shall address the following items in the RFP response submittal, The RFP Response should be arranged in order of the evaluation criteria shown in the RFP Review Scoring Table below. The response items include: Compatibility and Partnership 1. A healthy relationship can foster long-term and sustainable partnerships that add value to both parties. Provide your philosophy, mission statement, and value proposition and how they translate to your members seeking services and approach to long-term partnerships with organizations like Weld County. Marathon Health's mission is to enable millions of people to live their healthiest lives, one patient at a time. Powered by care that's convenient and easy to access, we offer a fundamentally different experience focused on wellness before, during, and after a visit that delivers lower costs, improved outcomes, and better health. Our value proposition is that we simplify healthcare for employers by combining independent primary care with value-driven population health management to deliver better health outcomes and meaningful savings for our clients and patients. As it relates to our two primary stakeholders — clients and patients—we offer the following value: For Clients: 1. A compelling, personalized benefit to attract and retain employees who are energized by improving their health, their work, and their personal development. 2. A consistent track record of engagement, both across the overall eligible population and for those individuals who have the greatest need and therefore would benefit most from an ongoing relationship with one or more of our providers. This engagement is frequent, broad in scope, and deep in terms of the patient-provider relationship. 3. Improved population health by actively identifying and successfully driving the right population through our front door at the right time for the right type of care. This achieves improved clinical outcomes and sustained engagement. 4. Reduction of total medical costs via value-based care and a reduction in unnecessary referrals, fewer emergency room visits, and better controlled chronic conditions within the population. For Patients: 1. An exceptional patient experience through personalized, relationship-based care; enhanced access and convenience; and minimal wait time coupled with longer appointment times. 2. Ongoing support in addressing health issues and goals via whole-person care. Beyond advanced primary and acute care, we offer mental health services, dietician/nutrition services, and more, personalized to each patient and their needs. Our integrated care teams treat patients holistically and refer to one another when providers identify patients who could benefit from additional services. VUI.uwytI CI IVelUpe 1U.ULC/1JLUl.-O 1 J 1 W/l.l.-OUJO-J I CrOJ I UCUJC r■■r maratnon V Health. 3. Reduced personal medical expenditures, as Marathon Health provides patient savings related to labs and medications which traditionally would be subject to out-of-pocket costs or copays for patients. 4. Reduced friction in the referral process. The clinical team at WCEMC seek to connect patients with high-quality, low-cost care that is in-network and appropriate to their insurance benefits. Because Marathon Health is independent, our referrals are focused on quality and outcomes over profits or affiliations. In addition, we seek to reduce unnecessary referrals, cost, and patient wait time by utilizing an integrated e-consult tool, RubiconMD. This provides our clinical teams with virtual consults with specialists, which helps streamline their workflows, lower the cost of care, and deliver a better patient experience. 2. Many vendors provide multiple care or clinical supportive services (i.e. direct, virtual, onsite, near-site, collaborative, etc.) Please explain your organization's framework of providing care. Marathon Health's advanced primary care model offers flexible solutions via multiple delivery channels, thereby expanding access to care for patient populations and ensuring we tailor our model in line with each organization's needs. We offer the following onsite, near-site, and virtual delivery modalities: Marathon Health Delivery Channels Nearsite Onsite :::0 0O Partnership Hub &Spoke Network CareAnywhere Private health center at corporate Shared governance and location Freestanding health centers Marathon-owned virtual"health office or manufacturing facility. between two or more employers within 10-minute drive of 90%of centers"staffed with care hosted by anchor(hub)client the workforce.Shared by multiple professionals that are licensed for clients with no build-out cost. all 50 states.Serves patients from multiple clients. For the County, we currently operate your onsite health center and provide access for your employees and their eligible family members to 14 other Marathon Health locations around Colorado. Of these locations, 36% of the County's eligible members utilize sites outside of the WCEMC. This offers your employees and their families the convenience of selecting a health center location near their home or work site, in addition to receiving virtual care from their known health center care teams. This multi-channel offering provides flexibility so your members are more likely to have healthcare needs addressed in a timely manner and follow through on treatment plans and health- related goals. 3. Please describe your ability to partner with large geographically dispersed organizations. Marathon Health has extensive experience serving geographically dispersed clients. We partner with over 200 municipalities around the United States, including 40 counties which by nature have employees in a variety of roles and geographic locations. Our municipal clients benefit from the multi- channel offerings described above, where they can tailor a solution through a combination dedicated near-site health center locations, "hub and spoke" shared sites, Network locations, and virtual CareAnywhere access. This allows organizations to offer members convenient access to care, as well as benefit parity for all employees. Marathon Health also has robust member marketing materials tJut..0 ryII CI IvcIVpc IL/.tJGC/1JL Ul,-U I J I-41 l..r-OQJO-J ICU OJ I IJCVJG �■■r maratnon V Health. and channels (email, SMS, home mailings) to promote awareness of services among members throughout the organization. In addition to our depth of experience with municipalities, Marathon Health serves numerous national clients with employees across the United States. We have dedicated resources and experts to design care delivery models and engagement strategies to successfully achieve population health management goals for these large, dispersed organizations. One of our guiding principles in developing a multi-channel solution is to provide a consistent patient experience regardless of delivery channel, work setting, or geographic location. Our clinicians provide a humanized, compassionate, and patient-centered experience. 4. What "Keys to success" do you request of your clients to meet your goals as a vendor partner? Marathon Health collaborates with Weld County to execute tailored strategies to align with the needs of your organization, helping us achieve success together. The foundation of our approach and "keys to success" include: • Committed Client Partnership—A strong collaborative partnership with our clients is the first key to success. We proactively changed our client management team for Weld County in order to better deliver our side of the partnership and ensure a client experience that aligns with Marathon Health's long record of client satisfaction. Your Client Success Manager aims to deeply understand your organizational goals for employee health and wellbeing, and partners with you to develop and execute strategies to achieve desired results. This may include conversations about benefit alignment, steerage, integration with other point solutions, and engagement strategies. Our success—and the joy in our work—comes from sharing goals with our clients, working collaboratively, and celebrating successes together. • Frictionless Patient Access - We provide patients with multiple access points via the Weld County Employee Medical Center and other Network locations. Members can easily view and schedule same- and next-day appointments in the Marathon Health portal and app, and we are able to address up to 90% of patients' healthcare needs at our health centers. • Personalized Patient Marketing - Marathon Health offers tailored engagement plans, automated digital experiences, and personalized marketing materials to ensure patients receive meaningful information that encourages them to connect with their health center staff. • Wellness - Marathon Health aims to align with your wellness initiatives so that members experience a coordinated, comprehensive program to support their health and wellbeing. Partnering on wellness initiatives such as the Weld County In Action program drive engagement in health center services, allowing us to achieve our goals of population health management. The ability to provide wellness programming such as quarterly webinars and challenges allows us to leverage our expertise and cultivate a culture of health for the County. • Trusted Care Team Outreach - Our care teams take an active role in conducting targeted outreach to patients —especially those with identified high risk—to establish connections, meet patients where they are, and help them engage with the health center services that support their needs. 5. Has your parent company completed any mergers or acquisitions in the past 5 years? Are you anticipating significant business changes in the next 5 years? Yes, Marathon Health has completed the following mergers/acquisitions in the past 5 years: • On November 2, 2020, the holding company for Everside Health, LLC acquired Healthstat, Inc. • On July 12, 2021, the holding company for Everside Health, LLC acquired R-Health, Inc. • On August 1, 2023, Marathon Health, LLC acquired Cerner Workforce Health Solutions (WHS), a group of dedicated onsite and near-site health clinics. UUI.UJIIyI I CI iv iupe IU. ULC/1JLUV-A IJ I-Y1 Leis-OUJO-J ICr O:J I UCUJC inaratnon V Health • On February 7, 2024, the parent companies of Marathon Health, LLC and Everside Health, LLC, both leading providers of advanced primary care, underwent a merger. The combined organization is now operating under Marathon Health; however, the legal entity Everside Health, LLC still exists. In regard to anticipated mergers, Marathon Health is always evaluating strategic options that will provide the best value for our clients. With our purpose as our guide, we will continue to demonstrate our core values in all that we do to drive outcomes for our patients and clients. 6. Provide samples of onsite materials to encourage member engagement and utilization and describe how you incentivize members to participate in programs that you offer. Marathon Health's engagement strategy encourages engagement and utilization by using real-time patient data to drive automated, targeted marketing/communications to your patient population via email, SMS, and direct mail. Our patient marketing and communications include customized account creation journeys, engagement journeys, health promotion and educational messages, and more. We are excited to showcase the expanded capabilities of Marathon Health's marketing assets and strategy with Weld County and work collaboratively to develop an annual marketing plan. Our comprehensive approach to marketing and communications includes the following methods to keep members engaged in their health and in our healthcare services: • Automated journeys (email & SMS), beginning with a welcome journey for newly eligible members • Responsive member marketing with data to drive segmentation and personalization • Monthly health promotion topical campaigns, such as February's "Feeling the Pressure?" blood pressure screening campaign • Quarterly patient webinars, such as March's "Gut Instincts: Steps to support your microbiome and overall health • Quarterly wellness challenges, such as the current "Step into Spring" activity challenge • Ongoing events, such as health center open house • Personalized outreach from care team • Appointment reminders and confirmations • Portal/mobile app with health materials available 24/7 Please see Exhibit 01 —Sample Communications Materials. 7. Explain the communication and level of interaction your organization typically has with your clients. Marathon Health aims to support our clients with helpful resources and updates, while being an easy and low-maintenance vendor partner. Our marque company interaction with clients is our annual client conference called Engage. In addition, we hold regular client virtual town halls on relevant topics with the objective of sharing best practices within and among our client book of business to address key shared challenges. We also provide monthly health promotion content to clients working in a wellness capacity, to leverage in their work. Approximately once per year, Marathon Health will distribute a Client Survey to solicit your feedback on how we can serve you better as a vendor partner. Regular interactions specifically with your dedicated Client Success Manager, including monthly and annual meetings, are described below. Vul.0 Dllyl l GI IVClupe IL/.uL C/1JGul.•-.7 I..)I-Y/t.t.-OOJO-J I Cr OU I VCUJC gas maratnon V Health. 8. Describe your organizations operational flow, clinic flow, set-up process, implementation plan and timeline As your current partner, Marathon Health will not require an implementation process to continue operating your health centers and providing services. We are committed to being helpful partners with the two upcoming facility moves—to the interim location on 9th Street and ultimately to the new location on N. 17th Avenue—and have waived the fees typically associated with supporting health center moves. We share your goal of providing continuity of care for employees and their families, and if selected to continue as your vendor, look forward to making the new health center a warm and welcoming place for members to receive care. Staffing 9. Describe the staffing model that you would use for Weld County. Marathon Health is proposing the following staffing model for the County. This mirrors your current staffing and offers the opportunity to enhance both wellness and mental health support via optional additions: • 0.2 Physician • 1.0 Advanced Practice Provider • 2.0 Medical Assistants + 1.0 FTE float position • Access to Colorado Network health centers, which staffs physicians, advanced practice providers, medical assistants, and in some cases, specialists (e.g., mental health providers) Optional Staffing/Services Increased Virtual Registered Dietician Nutritionist Expanding virtual Registered Dietician Nutritionist (RDN) services from 0.2 FTE to 0.6 FTE will increase the capacity of your current resource. This will allow the RDN to support additional patients in line with the increasing demand for these services. LiveBetter Onsite or Virtual Mental Health By staffing a 0.6 FTE Virtual or Onsite Mental Health Provider through our LiveBetter solution, the County can expand mental health care beyond the Weld County Mental Well-Being program via your EAP. This will provide talk therapy for individuals (ages 12+) and families to treat stress, anxiety, depression, grief, relationship issues, trauma, and more without visit limits. Our collaborative approach between mental healthcare and primary care removes barriers to care by treating the whole person, improving access to care, and ensuring care continuity. 10.Describe your structure of your Account Management team and Clinical Business Team. Weld County, like most Marathon Health clients, has two dedicated resources supporting the relationship: Michelle Rosowsky as Client Success Manager, and Keri Nelson as Regional Operations Manager. Michelle is your single point of contact for all strategic and operational needs, while Keri is available for time-sensitive issues related to the facility and clinical team. Both individuals can be expected to reply to emails within 24 hours, if not sooner. Our cadence for routine client communication is led by client preference but typically includes a monthly meeting to review health center performance data, plans for upcoming health programming and member communication, and longer-term strategies to support client goals. We also recommend an annual in-person Year End Review as an opportunity for deeper analysis of financial and other outcomes as well as a status check on the health of our partnership. Your Client Success Manager aims to provide high-touch service as we execute the complexities of a direct primary care model, IJVI.uJlyiI c,iVCIVI./C IL/. VLCtIOLOl,-U I I-4I l,l,-OOJO-J I Cr OJ I VGVJG inaratnon V Health while also striving for efficiency and self-management, understanding the heavy workloads that our clients manage. There is a deep bench of expertise behind your two primary Marathon Health contacts. Dr. Troy Curtis, based in Arvada, CO, serves as the Regional Medical Director for Colorado, ensuring quality control over clinical care and patient experience. Brian Uhrinek serves as the Group Vice President and oversees all client relationships in the West region. In addition, Marathon Health has experts in Occupational Health, Project Management, Healthcare Analytics, Engagement, and more. Weld County Client Support Team Michelle Rosowsky Client Ken Nelson Success Regional Client Success Manager Manager operations Regional Operations Manager Primary contact and strategic resource Manager Responsible for managing the health to support partnership and ensure center care team and clinical success operations Troy Curtis,MD Brian Uhrinek Re Tonal Medical Director Regional Group Vice President g Medical Clinical leader responsible for clinical quality, Director Group Operational leader responsible for operational and experience outcomes Vice teammate and dient retention and President achievement of outcomes (" O PeeOes Clinical OpIl6atiaW Merkating& Unarmingrld Pelient Support& Data Excitant)*& Talent BII I Epedwo Lopiaocx DeeelaPnlenr Cammnicattons Rap/story Referral Management Mane Acquisition alle•Yellae 11. Describe your process for recruiting and selection of staff. Will the client actively participate in selecting the staff? In the event Marathon Health needs to recruit additional staff for the County's onsite health center, our in-house recruiting team will support the recruiting and hiring process. Marathon Health is very selective in whom we hire; beyond minimum professional qualifications, we look for individuals who are passionate, empathetic, relatable, proactive, and the best cultural fit for our clients. Our recruiting process is as follows: • Marathon Health's recruitment team will narrow down each of the provider positions to the top candidates that we see as the best choices for your organization (e.g., based on their clinical experience, passion for health and wellness, ability to excel at the coaching and advocacy role, and knowledge of local health systems). • After passing our thorough interview process, a candidate may be introduced to you for a meet-and-greet before the offer is officially extended. • Once a final selection is made, the chosen candidate(s) must pass a pre-employment drug screen test, background check, and credentialing process (as applicable). Recruiting expenses are included in our standard costs. Yes, the County will actively participate in staff selection for your onsite health center by meeting with top candidates, providing input on the candidates you see as the best fit, and working with Marathon Health on final selection. Llul.0 Jlyl I CI IVCIOIJC IL/.ULC ..) OL.-O I J I-4/l.l.-OOJO-J I CrOJ I UCL/JC us maratnon V Health. 12.Describe initial and ongoing staff training initiatives. Marathon Health has an in-house training team of subject matter experts whose responsibility includes training our health center providers and support staff. Our training team helps ensure the teammates we hire will follow our model, policies, and procedures, and understand our Electronic Health Record (EHR), the local healthcare landscape, and Weld County's unique attributes. Post-Hire Initial Training As Marathon Health is your current partner, our staff will not require initial training. However, should the County add staff members to your onsite health center or should Marathon Health hire additional staff for our Network health centers, new staff members would undergo the initial training described below. We invest heavily in the training and orientation of our Marathon Health teammates. Each new teammate attends an engaging and interactive Orientation Week as well as onsite shadow training where applicable, designed to not only inform but also foster connections between teammates. Staff engage in clinical competency and point of care training, teambuilding exercises, master our EHR technology and tools, meet with leadership and clinical support staff, understand health center operations and how their role fits into the bigger mission at Marathon Health. Specific training areas include: • General orientation • Appreciative Inquiry and emotional intelligence • Exceptional service • Corporate and clinical processes and procedures • Core clinical skills and competency checkoffs where applicable (e.g., HIPAA, CLIA, OSHA, Bloodborne Pathogens, COVID, and Biohazards) • Compliance training (e.g., security) • Athenahealth EHR system and Patient Portal • Operational health center workflows • Mock patient visits • Direct, onsite experience at the health center Additionally, as part of our training plan health center staff, Marathon Health will provide training on the County's benefits ecosystem and ancillary health programs to ensure staff understand the health plan design, carrier network, and available benefits/resources patients can access. This encourages collaboration with other vendor partners and cross-promotion of services within the client's benefits ecosystem. It also ensures referrals are made based on cost and quality of care and that the provider is able to maximize a client's network of providers and health programs. Ongoing Training Learning and development continue throughout employment with Marathon Health. We offer ongoing monthly, bimonthly, annual, and ad hoc training, as described below: • Clinical Leadership Development Standing Sessions: Health center clinicians receive training, guidance, and an opportunity to dialogue with talented clinical colleagues across the nation about trending patient needs, clinical best practices, case studies, and new clinical learnings. • Continuing Medical Education (CME): We contractually require clinicians to complete continuing education and provide a CME dollar amount allowance and a contractual amount of paid time off annually to complete CME; Our Electronic Health Record (EHR) has built-in education and CME-accredited tools; we offer a learning management system (accessible online 24/7) to provide personal, professional, and clinical development, all custom designed by Marathon Health. • Monthly "Journal Club" Sessions: These educational sessions discuss relevant research and national standards on best clinical practices in addition to keeping our teams abreast of UUI.UJIIyu I CIIVCR.41C ILI.UGC/1J401, I J I-f I LA...-OUJO-J I CrOJ I UCIJJC rlllll maratnon V Health. the latest primary care research and quality standards. • Clinical Peer Chart and Clinical Excellence Reviews: Our clinical leaders and practitioners regularly review and have their own charts reviewed to ensure the highest quality of patient care is occurring in your health centers. From quality and compliance checks to collaborative chronic condition management discussions, our providers receive robust ongoing support to ensure they have what they need to deliver exceptional patient outcomes. • Annual Regulatory Training: Health center teammates are required to participate in annual regulatory training and re-testing via our online clinical portal for Bloodborne Pathogens, HIPAA, Hazard Communication, and other topics as applicable. • Bimonthly clinical Zoom sessions: These sessions offer discussions on important, timely topics • Feedback: Feedback is shared with the provider on a continual basis; provided with a health center audit for charting and knowledge/understanding of the EHR; provided annually via formal performance reviews. • Outreach: We offer team-based outreach strategy once clinical staff have completed onboarding process. This includes peer mentorship s, ongoing support (from trainers, health center operations, and clinical leadership) to help ensure that each teammate is empowered to practice at the top of their license. • Ad Hoc Communications: These include corporate emails with topics such as notices from the CDC and other clinical topics, corporate newsletters, and invites to corporate virtual town halls. 13.What qualifications do you require your medical staff to have? We require the following qualifications for our medical staff by role: Physician • Graduation from an accredited medical school and completion of residency with professional experience in 1) Family Practice or 2) Internal Medicine + Pediatric. • Board certification or eligibility and intent to certify required • Active state license required; DEA preferred. • CPR/BLS certification required at time of start date Advanced Practice Provider(Nurse Practitioner or Physician Assistant) • Active license & current ANCC or AANP board certification required • Independent practice provider preferred, where applicable per State regulation. • Federal DEA number preferred; may be required for full prescribing ability. • CPR/BLS certification required at time of start date • Independent family practice experience including routine wellness care, chronic care management, and urgent visit, preferred Medical Assistant • Minimum of 1 year of experience working as a Medical Assistant, preferably in Primary Care; may vary based on clinic needs • Graduation from a formal Medical Assistant program or other related program • National or state-specific MA certification or registration is strongly preferred. MA certification or registration is required for employment in States where certification/registration is required. • CPR/BLS certification required at time of start date • Phlebotomy experience is preferred Registered Dietitian Nutritionist • Bachelor's Degree in Dietetics, Nutrition, or related field at a US regionally accredited LJUl.UJ1y.1 I GI IVCIUI./C II-1. ULC/1JLUli-J 1.."I-+I Lel�-OVJO-J I Cr OU 1 IJCLJJG maratnon V Health university or college and course work accredited or approved by the Accreditation Council for Education in Nutrition and Dietetics (ACEND) of the Academy of Nutrition and Dietetics • 2+ years of experience working as a clinical registered dietitian • Registered with the Commission on Dietetic Registration (CDR) nationally and licensed as a Dietitian in the state(s) where services are provided Mental Health Counselor • At least master's level, licensed mental health clinician that includes but not limited to psychologists, licensed counselors, licensed social workers, and licensed marriage & family therapists among other specialties (LPC, LPCC, LISW, LCSW, LMFT, LMHC, PsyD, and/or PhD) • At least 5 years of clinical mental health experience; prior leadership experience in a healthcare setting preferred • BLS (Basic Life Support) Certification or become certified upon hire • Required experience in providing counseling and mental health services, which may include evaluation, diagnosis, treatment of mental illness, and other psychological issues 14.What is your Healthcare provider retention rate? Marathon Health's provider retention rate is 90%. These far exceeds industry standard provider retention rates, attesting to Marathon Health's exceptional provider experience. Our value proposition for providers lies in how our model empowers them to practice medicine the way it was meant to be practiced, unlike in the traditional fee-for-service model that values volume over relationships. Each day, our clinicians have the opportunity to pursue meaningful, mission-driven work to transform lives and humanize healthcare. Patient Care 15.What are the age groups that your organization supports from a clinical/medical intervention perspective. Marathon Health supports the following clinical/medical services for dependents enrolled in the County's medical plan: • Acute care: ages 2+ • Sports/camp physicals: ages 5+ • Well child physicals, chronic condition management, and mental health: ages 12+ 16. Describe your process and service offerings for care coordination and continuity of care related to healthcare navigation into the client's primary medical carrier or network. Marathon Health incorporates the County's wellness programs and initiatives into the services provided at the health center by advocating for, disseminating information about, and encouraging patients to take part in all wellness services available. By helping patients connect the dots between the array of benefits and point solutions available to them, we amplify their value and help you achieve your desired results. For example, we work closely with the Weld County Mental Well-Being program vendor to coordinate primary care and mental health services offered to your population. In addition to collaborating with your other partners, we support data extracts with third-party partners (e.g., claims processing with your carrier). Our providers also seek to provide concierge-like service when members require care outside the health center. They are familiar with local healthcare system and the client benefit plan, can help members understand the cost implications of their decisions, and can send and follow up on referrals. UUUUJIyl1 CI I VCIL4.1e IL/.ULC/1JLUL. I J I-N II�Ii-OUJO-J I Cr OJ I UCL/JC maratnon V Health. They also seek to close gaps in care with thorough documentation and patient follow up. Many of Marathon Health's health centers have also set up integration with CORHIO, Colorado's health information exchange (HIE) in order to share patient records with other local practices. This option is available for Weld County at a nominal pass-through cost. 17.Describe your process and service offering for mental health / behavioral health services aimed at providing therapy and psychosocial support for those in need. Marathon Health strives to reduce barriers to mental health care and lessen the stigma that surrounds patients' symptoms by integrating assessment and support for mental health needs into our standard primary care model. Our primary care providers: • Coordinate care with the County's Mental Well-Being program vendor to ensure multifaceted support for your patients' mental and physical health needs • Use mental health screenings (e.g., for anxiety and depression) to serve as first-touch solutions that encompass a complete view of the patient's physical and mental health and provide guidance and support accordingly • Spend extra time with patients and listen to their needs to determine the best course of treatment within or beyond the health center • Offer in-person and virtual visits to meet patients' varying comfort levels and schedules • Utilize FindHelp, a platform that searches local programs and resources to address a broad range of potential social needs, to connect patients with community resources • Consult with expert specialists across subspecialties (e.g., psychiatry) using an e-consult platform to seek opinions and recommendations on specific cases and patients • Connect patients with mental health specialists in the community when needed via our value driven referral management process • Integrate with the client's EAP program and other existing programs that offer mental health services • Support medical management of mental health conditions via medication management Optional LiveBetter Mental Health Services In addition to the mental health support we provide as part of our primary care services, Marathon Health is proposing the optional addition of part-time in-person or virtual mental health services via our LiveBetter solution. LiveBetter offers integrated mental health care via licensed master's level or higher clinicians who offer access to talk therapy for individuals (ages 12+) and families to treat stress, anxiety, depression, grief, relationship issues, trauma, and more. Some components of onsite LiveBetter mental health include: • A collaborative approach between mental healthcare and primary care removes barriers to care by treating the whole person, improving access to care, and ensuring care continuity. • A wide breadth of services, including screenings, therapy, wellness and mental health promotion webinars/trainings, crisis intervention, and treatment planning/coordination • Flexible delivery options (e.g., in-person or virtual) that accommodates patients' preferences and schedules • Evidence-based care focused on outcomes over visit limits • Team-based approach in which mental and physical health professionals operate as one interdisciplinary care team, addressing common health • Use of a common Electronic Health Record (EHR) record with the full care team, which enables shared access to clinical notes, the patient's care plan, and progress • The ability to hire a provider with specific specialties and/or credentials appropriate to your population if desired LJULUJIIyII GilVCIUpe IL/ ULCMJL UV-J I J I-+I l,rl,-OOJO-J I Cr OU I UCUJC as maratnon IF Health. 18. Describe all services offered through your organization that you presume would be offered for Weld County. Marathon Health views health and wellness holistically, and the services we provide support whole- person care tailored to each individual. We offer a comprehensive scope of healthcare services that covers up to 90% of a working population's needs, ensuring integration between physical and mental health as well as support for multifaceted patient needs. Our standard scope of medical and support services includes: • Preventive Care —Our preventive advanced primary care services include annual screenings; vaccinations; adult well care visits (sports/camp physicals ages 5+; pediatric preventive well care ages 12+), basic Health Risk Assessment; and general health promotion, including wellness and lifestyle support. • Urgent and Acute Care - We provide same-day/next-day access to treatment for acute and urgent care needs for patients ages 2+, including acute illness visits and treatment; basic wound care; incision and drainage of abscesses; asthma/pulmonary treatments; and after-hours coverage for triage of urgent needs. • Condition Management- Marathon Health provides treatment and prevention for the most common physical and mental chronic conditions. Components of our condition management include symptom monitoring, testing and labs, medication management, individualized counseling, and provider e-consults with specialists as needed. • Mental Health - We support standardized mental health screenings, longer appointment times for personalized support, management of common mental health medications, and referrals and care collaboration with specialists that improve mental health awareness and treatment. • Occupational Health — Marathon Health currently offers triage of workplace injuries at our onsite and Network health centers as well as some occupational health services such as DOT physicals, Home Health Workers (HHW) exams, hearing tests, and TB tests at WCEMC. A full list of the occupational health services Marathon Health can provide is described in our response to question #21 below. • Onsite Testing, Immunizations, & Labs - Marathon Health offers point-of-care testing and phlebotomy (e.g., strep, flu, mono, COVID testing; standard bloodwork panels) as part of treatment for acute and chronic conditions. We also offer standard immunizations, with additional immunizations available for different patient populations when needed. • Onsite Dispensing and Medication Management - Marathon Health provides standard onsite dispensing, covering up to 200 of the most common prescriptions and accompanied by provider counseling on medication questions/concerns. We also support home medication delivery and access to retail pharmacy networks. • E-Consult Prior to Referrals - Prior to referring a patient to a specialist, our providers can use a national e-consult service, RubiconMD, to optimize the treatment and evaluation of patients with chronic and/or complex conditions, at no additional charge to the client or patient. By using a national e-consult service, we have significantly reduced the number of referrals that are needed and have made specialist referrals more efficient since patient evaluations are optimized prior to their specialist visits. • General Wellness - We offer resources that help foster a culture of health alongside individual wellness education from the primary care team, designed to support patients in actively understanding and managing their health—before, after, and in between visits. Tools include live and recorded webinars, challenges, educational materials, behavior change support from providers, and chronic condition management programming. • Incentive Management— Marathon Health can partner with clients in various ways to support organizational wellness incentive programs. For Weld County, we can provide activities and reporting to support the Weld County in Action Program. We are always happy to consult on incentive program design and share best practices from other clients. Marathon Health can also administer in our Patient Portal and app and provide client reporting on participation and program trends. Incentive programs tailored to your patient population can increase awareness LJUI.UJlyl I GIIVCIVF/C ILI.VLCMJLUlr-J I J I-YI l..l.-OVJO-J I CUOJ I UCUJC ■s maratnon V Health. of the individual's health, promote wellbeing, and act as a powerful extrinsic motivator to boost engagement. • Off-site Events—With agreement from the client, the WCEMC team can be deployed to benefit fairs, offsite screening events, department meetings, and health fairs as needed. Marathon Health also has a partner to execute seamless mass biometric screening events (additional fees apply). • After-hours Support- Marathon Health's after-hours nurse solution is an extension of our care teams and is available to patients from 5pm to 8am across all US time zones. It offers access to Registered Nurses for triage, documentation, and scheduling, as well as access to an on-call provider when needed. • Virtual Care - We offer virtual phone and video appointments with our trusted care teams to bridge the gap between in-person visits, facilitate convenient access to care, and promote consistent communication and collaboration. • Centralized Patient Support- Marathon Health's centralized Patient Support Team is available during operating hours via phone and email to help patients with general non-clinical questions, including for eligibility, enrollment, scheduling, Patient Portal/app, and referrals. 19. Please describe the Electronic Health Record (EHR) system that your organization currently uses. Marathon Health utilizes an Electronic Health Record (EHR) designed by athenahealth for both onsite and virtual care delivery. The athenahealth EHR is ranked best-in-class and is widely used in physician practices and is based on proprietary web-native practice management and EHR software. Features include a continuously updated payer knowledgebase, a top tier documentation platform for providers to access the latest clinical decision support tools and documentation accelerators, and interoperability features that support data exchange with other providers/systems. The HIPAA- compliant electronic record organizes and stores the patient's health information, including test results, treatment and management plans, health history, clinical notes, claims data, and biometric data, in one complete Electronic Health Record. Our clinicians have access to an integrated SureScripts /ePrescribing application that is embedded in our EHR, which provides all medication fulfillment and prescribing history and ensures full drug utilization review (DUR) checking. We strategically selected athenahealth as our EHR for its alignment in value-based rather than volume-based models, enhanced patient experience, optimal provider efficiency and reduced documentation burden, reporting and business intelligence capabilities, and customization capabilities. Our choice of EHR platform has gone through multiple rounds of rigorous analysis to ensure we have the right technology platform for our care teams to truly drive a value-based, clinically robust solution rather than an EHR designed to optimize financial and revenue cycle workflows. 20.Please describe your patient health record system (PHR) and key functions of the patient portal and mobile application. Marathon Health's web-based Patient Portal is accessible via internet browser on any device (desktop, tablet, smartphone). All health information stored on our portal meets HIPAA requirements to protect electronic Protected Health Information (ePHI). Key features and functionality of our online Patient Portal include: • Appointment Scheduling - Schedule appointments using step-by-step instructions and selection from available times based on date, provider choice, appointment type, and location; complete forms at time of check-in • Prescription Refills - Order prescription refills for existing Marathon Health prescribed medications • Patient Health Record -Access the MyHealth summary dashboard, test results, risk profile, goals, care guidelines, and questionnaires L ULUJIIyII CI IVelUye IL. UGGf\JLUIi-D I J I l.A.,i-OUJO-J I Gr OJ I VCIJJC maratnon V Health. • Care Team Messaging - Securely send/receive messages with Marathon Health providers and care team • Health Resources - View evidence-based health information, wellness workshops, and find community resources • Incentives & Wellness - Track incentive progress, complete wellness challenges, record wellness logs • Connect Devices - Link fitness trackers and wearable devices (i.e., Fitbit, Garmin, etc.) to track progress • Profile - Update personal information, designate emergency contacts, and specify contact preferences • Uploading Documents— Upload documents such as external lab orders Vw err than ®r..'.. 9e,a.t a .... A/ormrie v 1Y.aMM...1111 IIA/a.ar v ..relDom .abaa.. IU,a«iau r NO• Hi,Jennifer+How can we help you today' Isllat4Aa!•aia t1Wl0Cidlllll.ar.841 x al.r.ufa.n.4laa.. 001.100.111,+NMI14.M�*IWO.r0. 44 i i -) mu w1.t aY.a.aaTMLM«rda. •pots .►w a•ove on lima.aa aaal.I.Eb 4r lkikedd4an MM• Sued ammo ° Viand." 1.+awa1 a/0•Ylalalant al4•dedlea hada mods MwllwaCw aat caarwpraN I/unM I ant*ills kit.atamarJ♦aaaaa aI.oal,aaawaarrr Warp Nips tt _ht_Slaw Ceeall.al lea brio ark Aa..a.t.ata htosex11 Health Wilms Program 107'3 preirlOW IC Carmel tar Enna. t Carmel\ 11 s fro+ timennerni lq 31404x1 MIND aaaadt Links taint Now 0+01441001 a tanao.a •a Patient Portal Home Screen Additionally, Marathon Health's proprietary mobile application (available for both Apple and Android devices) provides patients with access to: • Appointment Scheduling - Schedule appointments, view upcoming and past appointments, cancel or reschedule, and more • Prescription Refills - Order medication refills for themselves or family members from the list of existing Marathon Health prescribed medications • Care Team Messaging - Send and receive secure messages with the care team and view past messages • Health Records - Review lab and test results, medications, allergies, health issues, and immunizations • Incentives - Track incentive progress and link devices (e.g., fitness tracker) • Profile - View existing information, such as emergency contact information, address, username and password • Health Risk Assessment - Complete Health Risk Assessment questionnaire • Notifications - Receive notifications and alerts for upcoming appointments, when a secure message is received, and when health record information has changed • Virtual Care - Connect seamlessly within the app for virtual care visits • Portal Link - Link to the Marathon Health Patient Portal for additional tools IJUI.UJIIy II CI IVCIVIIC IL/.u4crulcou-u I..) .rl.I-+I l -OUJO-J I Cr OJ I UCVJC maratnon V Health 21. Do you provide occupational health care coverage as part of your organizations service offering? If yes, please provide a comprehensive list of occupational health services you offer and how you tailor these services to meet the specific needs of different industries. Yes, Marathon Health can provide the full suite of Occupational Health services listed below. Currently, we are providing work injury/illness visits, DOT physicals, Home Health Workers (HHW) exams, hearing tests, and TB tests. As discussed with the County recently, we can offer a more complete scope of occupational health services. With anticipated utilization data, we can assess any additional staffing or equipment needed for the services listed below. We would recommend beginning with a requirement-gathering meeting that includes Sherry Gaudette, Marathon Health's Occupational Health Program Manager. We look forward to discussing how we can better serve the County's occupational health needs. Available services include: • Basic physicals (post-offer/ pre-employment) • Vaccine & labs administration • Drug screenings (Urine—non-DOT or DOT, hair, saliva, rapid) • Breath alcohol testing • Medical Review Officer (MRO) services • DOT physicals • Fit-for-duty physicals • Return-to-work physicals • Respiratory Protection Program (pulmonary function testing, respirator fit testing) • Surveillance testing (HAZMAT, lead, etc.) • Hearing conservation programs • Advanced physicals (e.g., public safety, lift test, travel or other specialized exams) • Work injury & exposure care • Case management & care coordination • Stay-at-work & work restriction recommendations • Referral management • Advanced reporting (e.g., first report of injury, workers' compensation, regulatory/compliance, claims) 22. Explain how your organization will deliver high levels of quality and service throughout the life of the contract, to include whether your organization has a resolute account manager or team of experts who can answer questions or service needs. Outline the process your organization follows to address client concerns. Marathon Health prides itself on client service and satisfaction, and on having robust data to monitor program performance. Weld County has a designated Client Success Manager in Michelle Rosowsky, whose primary responsibility is to execute a successful program in collaboration with the County, and to proactively address issues in order to maintain a healthy partnership. Michelle works with Regional Operations Manager, Keri Nelson, to monitor operational performance, such as: • Provider productivity and job performance, including training, credentialing, clinical competencies, and quality standards • Clinical workflows to ensure best practices and working with Clinical Leader/Operating Group Leader to implement new workflows and processes for continuous process improvement • Patient survey data, including timely attention to patient complaints LJULUDIIyI I CI I1/CIUFJC ILI.ULCMJLUl,.-.7 1 J I-N!L,IJ-OUJO-J I Cr O:J I UCLJJC maratnon V Health. • Quality assurance processes, medication and vaccine inventory control, and patient safety reports Marathon Health also tracks the following Key Performance Indicators (KPIs) with an interactive data dashboard and reports outcomes in monthly client reporting: • Utilization • Engagement • High-chronic engagement • Patient Satisfaction • Net Promoter Score (NPS) • Repeat patient utilization rate • Patients making progress on biometrics • Patients meeting adult preventive care guidelines, orthopedic guidelines, diabetes guidelines, and hypertension guidelines (Marathon Health's Quality Measures) Marathon Health's senior leaders also review performance metrics as well as client satisfaction. Client satisfaction is monitored through survey responses, broker feedback, site visits, monthly business-at-risk reports, and escalated issues from Client Success Managers. For the West region, leaders responsible for overall regional performance and client relationships include Brian Uhrinek, Group Vice President, and Val Leyder, Senior Vice President. Clinical oversight is managed by Dr. Troy Curtis, Regional Medical Director, and Dr. Natasha Parekh, National Medical Director for the West. These leaders are available to address client issues, harness company resources to find solutions, and clear a path for a successful partnership. Often, solutions and strategies come from our internal subject matter experts. Marathon Health has exceptional professionals in all areas of our business including occupational health, population health, project management, data integration, claims exchange, patient billing, talent acquisition, marketing, and more. Often, we leverage solutions and best practices from the over 630 clients in our book of business and are always happy to connect clients with peers at like organizations. Compliance and Quality and Reporting 23.Please describe your initial and ongoing credentialing processes at hire and throughout employment. How do you ensure that appropriate professional licenses and/or certifications are current? Pre-Employment Screening & Credentialing The following is the pre-employment process all health center staff undergoes for employment at Marathon Health. All the below are given equal weight, and a candidate must complete each screening successfully to be hired. • Criminal Background Check - A criminal background check of the most recent seven years is performed by a nationally recognized background check vendor. Any criminal history found during this check is reviewed by People Experience in order to determine its relation to the provider's responsibilities in the health center. People Experience then makes a recommendation to Marathon Health's General Counsel regarding whether to hire. • Pre-Employment Drug Screen - Each candidate submits to a pre-employment drug screen performed at a certified Quest or Labcorp Laboratory. If any of these screens are non- negative, Marathon Health begins its MRO review process —our Medical Review Officer interviews the candidate and gathers any necessary documentation, such as current prescriptions. After this review, the MRO deems the result negative or positive. If the result is deemed positive, the candidate is not employable at Marathon Health. • Credentialing - Each candidate undergoes a credentialing process tailored to their specific position. Provider credentialing includes a review of professional license or certification, LJUI.UJI9II LI IVCIUyC IV.ULLf1JLUli—'I J I—Y!lel..,—OUJO—J I LIOJ I UCLJJC inaratnon ♦ Health confirmation of their diploma or degrees, and proof of dispensing authority, if applicable. Medical Assistants provide proof of certification and other training if the basic requirements of the position require certification. If a sanction or blemish is found on a license or certification, then Marathon Health investigates the circumstances. Such investigation includes an interview between the Chief Health Officer and candidate and gathering germane documentation. The Chief Health Officer, People Experience, and General Counsel review the information and determine if the candidate is eligible for hire. • Core Competencies -A competency assessment of EKG, blood pressure, blood draw, and vision testing skills, as well as any specific service the client may request that is not standard, occurs before a candidate is introduced to a client. Ongoing Credentialing To ensure that professional licenses/certifications are current, we complete ongoing credentialing. On a monthly basis, Marathon Health verifies that each credentialed employee maintains a valid state license, board certification (if applicable), and DEA certification. This verification process also includes a review of any malpractice claims, suits, settlements, or judgments, whether past or pending, as well as any voluntary or involuntary sanctions imposed or pending by any healthcare institution, professional healthcare organization, regulatory board, or licensing authority. Every three years, clinical teammates undergo a recredentialing process, where their licensure, National Practitioner Data Bank (NPDB), privileging, and peer reviews are thoroughly evaluated by the credentialing committee. Based on this review, privileges are renewed. 24. Have any medical professionals, including doctors, nurses, or other team members, been involved in legal actions for negligence or malpractice in the past 10 years within your organization? If yes, please explain. Marathon and its affiliated operating entities have been named as a party in a negligence or malpractice suit a total of 3 times in the last 10 years. In all cases, the suits were dismissed against Marathon after the execution of voluntary settlement agreements. 25. Please provide details related to limits and insurance coverages associated with your organization's business protection and continuity model. Marathon Health provides comprehensive general, professional liability/medical malpractice, and excess liability insurance. Our insurance coverages are below: • General Liability limit is $5,000,000 per claim and in the aggregate • Professional Liability (Medical Malpractice) limit is $5,000,000 per claim and in the aggregate • Excess Liability limit above both GL and PL are $10,000,000 per claim and in the aggregate Marathon Health Clinicians Marathon Health issues a Certificate of Insurance (COI) upon hire, and then the health center staff are covered in our renewal each year. Each provider receives a COI, with their name on it, as an "additional insured." The COI is part of their Credentialing documentation. Our Professional Liability/Malpractice insurance includes regular full- time/part-time and contracted employees. Temporary staff are not covered under our policy, but Marathon Health ensures that all temporary staff are covered by valid policies of insurance evidencing professional liability coverage of not less than $1,000,000 per occurrence and $3,000,000 in the aggregate. LJUI.UJIIyII CI IVCIU�.JC IL). ULC/1JLOR..-V I J I W I l,l,-OUJO-J I GI-OJ I UCLJJC maratnon V Health. 26.Describe your experience and capabilities in helping employers comply with occupational health and safety regulations (e.g., OSHA, NIOSH standards). Can you explain how you've assisted other clients in this area? Marathon Health's occupational health services align with relevant regulatory regulations, including OSHA and NIOSH standards and state-specific requirements. Our Legal and Compliance teams, as well as our National Director of Occupational Health, manage and oversee regulatory requirements, including changes to existing requirements as well as the issuance of new requirements. These teams access legal sourced application tools which track changes as well as engage outside counsel as appropriate. Any changes affecting delivery of services to the client are communicated through your Regional Operations Manager. To support clients in compliance with occupational health regulations, we: • Provide initial and ongoing mandatory annual training that ensures care teams' understanding of and familiarity with all relevant occupational health requirements • Incorporate clinical oversight that includes regular health center site audits and chart reviews 27.All vendors, regardless of their service offering must adhere to strict HIPAA data security and privacy provisions. Provide your HIPAA security and privacy policy, including Officers at your organization responsible for compliance and training that is provided to staff to assure HIPAA and state law compliance and patient privacy. Marathon Health is compliant with HIPAA privacy and security standards/guidelines and all state laws and regulations applicable to our services. Our practices include: • Operation in a paperless environment, with the necessary controls, policies, and procedures in place to ensure the confidentiality, integrity, and availability of our information systems containing electronic protected health information (ePHI) • Documented written processes for reviewing all suspected/potential PHI exposures, including determining whether incidents are reportable or non-reportable breaches per HIPAA guidelines, and appropriate notification to participants who may be impacted by a breach • Requiring Business Associate Agreements (BAAs) for vendors with whom we share ePHI, with all BAAs updated in accordance with HITECH Omnibus regulations • An Information Security Risk Management Program to ensure compliance with HIPAA and other applicable laws and regulations • An annual risk assessment of our infrastructure, hardware, and applications by a third-party vendor • A designated Privacy and Compliance Officer, April Doughty, to ensure compliance and respond to issues that may arise • Required HIPAA privacy and security training upon hire and annually thereafter for all Marathon Health Teammates • Patient receipt of a privacy notice during their initial engagement with Marathon Health • Posted signs of privacy policies at health centers 28. Upload your process or protocol documentation associated with the quality process your organization employs, such as total quality management (TQM) or quality control measures that quantify the standards associated with your output or outcome(s). Quality Assurance At the national level, Marathon Health has a formal Clinical Governance Committee Structure including a quality assurance and review process that is designed to establish and define rules and provide regular healthcare quality monitoring/measurement to ensure consistency of care and compliance with all quality standards. LJUI.UDIIyI I CI I VCIUiIC ILJ.ULCf1JLUl�-U I J I-4/lA,-OUJO-J I Cr OJ I UCL/JC rs•I■r i iaratnon V Health. Our Medical Policy Subcommittee and Care Model Subcommittee writes and reviews clinical protocols and guidelines for safe, efficient, and effective standards of care. Additionally, our Quality Assurance Committee reviews current Marathon Health quality assurance measures, a summary of clinical Occurrence Reports, clinical key performance indicators, and Triple Aim measures, and creates and implements quality care plans. The committee learns of gaps with quality care (gaps of care analysis is built real-time into our EHR system) and implements processes through the Clinical Leadership Team, training department, and other committees to ensure the provision of the highest quality healthcare at all health centers. Marathon Health's Chief Health Officer, Dr. Nirav Vakharia, and National Corporate Medical Director, Dr. Terry Layman, provide leadership and direction for our quality assurance and review committees. Clinical Oversight &Audit Processes Marathon Health maintains a proactive Quality Assurance and Performance Improvement system to efficiently, effectively, and regularly monitor and support quality performance and quality assurance that allows us to pro-actively identify and act on potential issues if appropriate. From the clinician oversight and support perspective, clinicians are audited regularly by regional clinical leadership and/or collaborating physicians to assess that the care provided is consistent, evidence-based, high-quality, and appropriate. Health center performance is monitored daily and evaluated/reported monthly, quarterly, and annually. We employ Clinical Leaders responsible for monitoring chart audits, mentorships, review of escalated patient safety issues and comments, review of quality assurance and quality performance data, identification of patterns and outliers, and development of plans to proactively address identified areas of opportunity in partnership with managers. Marathon Health's quality review initiatives include data accuracy measures such as health center site audits and chart audits. Site audits of all health centers are performed annually by Leadership. The entire site visit report is shared with the health centers' clinical and management team, followed by a discussion with all team members to determine areas of opportunity to improve processes and workflows. The team will develop action plans to address areas for improvement as part of our continuous improvement process. Other measures that are reviewed monthly by the Director of Quality Assurance and the Quality Assurance Committee are the following: • Medication Dispensing Audit Reports • Emergency Department Transfers • Safety Reports/Incident Reports • Controlled Substance Prescribing • Status of Quality Clinical Metrics Quality Metrics We measure our performance against the following metrics to assess the quality of the services we provide and our ability to drive meaningful outcomes for our clients and patients: • Patient Engagement- Marathon Health measures and reports on utilization within the health center through engagement, provider engagement, and repeat patient engagement. • Patient Experience - We measure patient experiences based on Net Promoter Scores (NPS) and repeat engagement rates. • Quality Measures - Our care teams closely monitor the health outcomes of the population, and we evaluate our success by tracking improvements in the health of the population; we track how many individuals outside normal range have made progress on Clinical Quality Measures that are based on HEDIS recommendations. This could include key measures of health risk, including blood pressure, cholesterol, blood sugar, and tobacco use. We also measure how many individuals with chronic disease are receiving the standard of care for their conditions (e.g. diabetes, asthma, heart disease, COPD, etc.). VULUDIIyl I CI IVCIO JV pC IV. UL CP1Ll, .7- I J I-41 l UJ VV Le-OJO-J I Cr O I CJC Ala maratnon V Health. • Client Savings - Using medical claims data, Marathon Health can perform analyses to illustrate this impact on an annual cadence. 29. Does your organization have a statistical process control (SPC) in place to measure the quality of your product and service offering and to identify trends that may slip outside tolerance limits and prompts your organization to take corrective action before a problem occurs to enhance quality and minimize disruption or increased costs. Please explain. Yes. The quality of the care that is provided within the health centers is monitored in several different ways: 1. Electronic Health Record (EHR) data - measures the quality of our product a. The Clinical QS committee reviews data from the EHR to identify trends in management or prescribing habits that may fall outside evidence-based medicine ("tolerance limits"). b. The committee recommends education to share the evidence based best practices with the organization's providers. c. The regional medical directors review the same data on a monthly basis and are in direct contact with providers who are outliers. 2. Patient Safety Data - identifies trends outside of our tolerance limits a. The Patient Safety team, which consists of healthcare providers, monitors our patient safety incident reporting system, and ensures that any near miss or patient safety event is addressed quickly and efficiently, following evidence-based medicine guidelines. b. The Patient Safety Committee monitors trends in patient safety incident reports and develops quality improvement recommendations for high-frequency events so that we can continuously learn and improve patient safety. 30.Explain your organizations management dashboards, reporting, metrics, etc. that is shared with the client. Provide samples of reporting illustrations, including reports, dashboards visualizations, extracts, etc. Marathon Health's Ignite Insights reporting, which we provide for the County monthly, quarterly and annually, offers a deep dive into the health center's performance and engaged patients' health. Our Ignite ecosystem is technology that allows us to provide clients with critical information using custom- built and market-available applications to optimize efficiencies and address both business and clinical needs. By integrating these applications, we can ensure that they talk to each other in real-time and provide the end user with the most up-to-date information at their fingertips when making a decision or helping a patient. Marathon Health's Ignite Insights reporting includes: • Patient eligibility • Health Center Utilization • Engagement • Patient satisfaction • Key dispensing information (e.g., medications, immunizations) • Same day/next day views • Chronic condition information • Biometric marker information and improvements • Risk level information • Clinical quality outcomes • Disease prevalence and management reporting (top 10 ICD codes, improvement in conditions) • Medication reporting — pharmacy spend, dispensary utilization LJUI.UDIyI I CI I VellJIJG IV.VLC/1JLUl.r-.7 I J I-VI l,li-OVJO-J I Cr OJ I VCUJC vs~ maratnon V Health. Please refer to Exhibit 02 —Weld County Monthly Ignite Insights Report. Year End Review In addition, your Client Success Manager, Michelle Rosowsky, provides face-to-face annual reviews of the health center's business, incorporating key performance metrics from the previous year, as well as a strategic plan for the upcoming year. Our annual reporting package provides drilled down information related to: • Patient demographics • Volume/appointment information • Patient satisfaction/Net Promoter Score (NPS) • Quality measures, including a detailed review of key measures • Health center efficiency metrics • Health center utilization by day, repeat visits, length, diagnosis, etc. • Savings metrics for areas including same day scheduling, visit intensity, referrals, etc. • Engagement information, including types of engagement, repeat engagement, who is not engaging, lapsing engagement, all-time engagement • Biometric marker improvement • Client Savings analysis • Benchmark analysis across our book of business clients Marathon Health will be presenting Weld County's next Year End Review on Wednesday, April 23, 2025, and will share the above data with you at that time. 31.Provide at least 3 reviews and endorsements from customers or independent sources regarding the quality of your service offering. Marathon Health has achieved #1 in the Employer-Sponsored kLAs K As KLAS Healthcare Services category for six consecutive Best in KLAS Awards (2019-2024). The Best in KLAS report highlights the top- ;019 >rao ,tar performing healthcare solutions as determined by extensive AMILYAIdetkvAdh evaluations and conversations with clients. One surveyed client commented, "Marathon Health consistently exceeds our 2124 expectations. Their strength is their commitment to flexibility. They find solutions and provide us with options. Our numbers show that once we get our employees, their spouses and their dependents in the door, they are repeat customers. That says a lot about the team at Marathon Health." Llul.unlyll Cti,i luf/C ILI. U..:Cf1OLUl,-J I J 1-'4/L,L,-OOOO-J I CUOJ I UCLIJC r riaratnon V Health Success story City of Arvada Industry:Municipality Goal:The City of Arvada aimed to enhance employee well-being, manage healthcare costs effectively,and maintain competitive benefits Solution:Self-funded health insurance plan and a personalized • primary care program Marathon Health showed us a Positive impact for clients and workforce completely different model. Where you could actually have a relationship with your re-►1 000+ 1 800/° doctor-the emphasis is on Q doctor patient relationship employee hours surveyed employees and access to care." saved saed annually reporting improved health 88 ' >30% Gabriella Bommer irector of patient satisfaction 2-year savings CCity of Arvada man Resources ®ARVADA NPS' r Marathon See more client case studies at marathon-health.com/case-studies V rr-pith Success story City of Plantation, Florida . If I i Industry:Municipality t �M (11 'rte � v Goal:Improve employee health outcomes and spiraling costs Solution: • Onsite health center with incentive program rewards for _ 111 11 engaged employees I like to look at the health center Positive impact for clients and workforce data and make sure the employees are engaged. especially the high-risk employees 96% T 76% and those with chronic conditions. v It tells us they're working to make Employee engagement Employees improving improvements.We can get key biometrics employees to visit,but it's the staff that keeps them nA coming back. 99% .a $6.7NI Beverly Ambrosio Patient Year 12 savings Benefits&Wellness Manager Plantation satisfaction rating City of Plantation s Y Marathon See more dient case studies at marathon-health.conJcase-studies Health 32.Each prospective preferred partnership must operate and work to improve its members' or patients' health and well-being under the context of diversity, equity, inclusiveness, and belonging. Please share any final thoughts or insights demonstrating your commitment to the above statement. Marathon Health embraces diversity, working proactively to foster an equitable and inclusive environment for all. We cultivate a community where every teammate can bring their whole self to work and where each patient receives high-quality healthcare that is tailored to their diverse backgrounds, individual needs, and preferences. We know that when a patient feels seen, heard, and L/UI.UJII�I I CIIVCIUpC IL/.ULC/1JLUli-J I J I-Y/l.il.,-OUJO-J 1 CrOJ I UCIJJC r■■r maratnon V Health. valued, they achieve improved health outcomes and have a better patient experience. Marathon Health's Diversity, Equity, Inclusion, and Belonging (DEIB) efforts are led by Michelle Garcia, Director of DEIB, with support from our Chief People Experience Leader, Allison Velez. Some of the DEI practices being scrutinized by the current administration are not part of Marathon's diversity efforts. To align with our commitment to fostering connection, our current initiatives address DEIB supporting our strategic priority of building community and connection. Our focus will be on programs that strengthen belonging, collaboration, and relationships across our dispersed workforce: Training and Ongoing Education Opportunities We provide learning opportunities for all our teammates related to diversity, inclusion and health inequalities. All Marathon teammates engage in online training on inclusive leadership, creating cultures of belonging, learning about microaggressions and unconscious bias, and best practices for creating welcoming communications and teams. Marathon Health has annual compliance training on harassment and diversity for individual contributors and people leaders, which is the foundation for our other inclusive learning opportunities. For leaders, DEIB content is interwoven throughout Marathon Health's manager resources, hiring manager playbook, and leadership development programs. We support the ongoing development and education of our teammates around issues of inclusion with a dedicated DIB area on our internal communications hub and monthly DEIB awareness efforts tied to nationally recognized and community-specific heritage months. These efforts include learning resources, information on social determinants of health, guidance on locating local service providers, custom screensavers and Teams backgrounds for each month, suggestions on how to use the Diversity Floating Holiday benefit, and case-specific medical training from our partner, RubiconMD. Annual DEIB events typically include a Pride film discussion, Women's Leadership Panel, and Black History Month Book Club. Impact Teams and Teammate Resource Groups Marathon Health's DEIB efforts are part of the corporate social responsibility programming that includes Impact Teams to guide enterprise-wide change initiatives in the areas of DEIB, sustainability, health equity, and community engagement. These teams include teammates of at all levels and in multiple organizational functions that are passionate about creating a sustainable, inclusive culture at Marathon Health. To build community and relationships among teammates, Marathon Health has Teammate Resource Groups (TRGs) that bring together teammates from different communities and areas of interest including BIPOC, LGBTQIA, parents/care givers, disability, military veterans, over 50, sustainability, and community service. We believe our Impact Teams and TRGs are crucial to an authentic, welcoming, and inclusive culture. Health Equity and SDOH Partnership As a direct primary care provider, Marathon Health is committed to the health and wellbeing of all our patients and understand that patients from historically medically marginalized communities have on average more exposure to Social Determinants of Health (SDOH) and greater incidence of chronic conditions. Marathon Health has an ongoing partnership with FindHelp to help facilitate connections with local service providers to address social determinants of health that impede our patients' abilities to live their healthiest lives. Building Inclusive Teams We strive to build the most talented teams possible while placing an emphasis on diversity, as we recognize the patient populations we serve are diverse and work to ensure our clinical teams are best able to meet the needs of a broad patient base. Diversity breeds new perspectives, measured debate, and ultimately better decision making. It is our policy and practice to provide and promote equal employment opportunities for all applicants for employment and employees. It is the responsibility of all our employees to ensure that the concepts of equal employment opportunity and nondiscrimination are understood, abided by and carried out by everyone. lJUUUJIyl I GI II eiu`./C ILJ.ULG/1JLUtr-.7 I J I-4/LA-#-01).7O-.2 1 Cr OJ I UGIJJC maratnon V Health. Marathon Health's Talent Acquisition team supports hiring managers in building diverse and inclusive teams. Key projects include intentional sourcing strategies, partnerships with organizations specializing in diverse hiring, such as veteran and minority-focused job boards, and implementing bias-awareness training to ensure inclusive hiring practices. We are also fostering community engagement by creating mentorship and externship opportunities with local educational institutions to diversify healthcare talent pipelines. Additionally, Marathon Health prioritizes supplier diversity by collaborating with minority- and women-owned recruiting firms. These initiatives reflect a shared commitment to cultivating workplaces where diversity and belonging thrive. Cost 33.Please download the attached Feasibility Model and follow the instructions within. This model will capture the proposed staffing models and the anticipated costs that your organization proposes are reasonable for the proposed staffing model. Please see included Attachment 4 - Feasibility Model. vuL u IyIi GI IVCIu J IV.uLCt JLUli-.7 I J I W/t..li-OUJO-J I Cr OU I UCL/JC WO Marathon 11 Health_ Signed VUVUDIIyII Cl IVCiupv IU.ULC/1JLVli-J I J I L,L OVJO-J I Gr OJ I VCL/JC di Marathon V Health Schedule E - Proposal Response Form U VI.0 JII�.II CIIVCIUFIC IV.ULCf1JLVl�-J I J I L.L.-OVJO-J I Cr OJ I UCLJJC 15/04/2025 Came,(Apr 15.14]511.5]EDT Schedule E - Proposal Response Form Proposal Submittal Instructions The following items must be completed and submitted with your bid on or before the bid opening deadline of 10:00 AM on April 18th: 1) Vendor's Proposal — Outlined in Schedule D 2) Schedule E — Proposal Response Form 3) Any potential or future Addenda must be completed/acknowledged. 4) All other items as requested in the Bid Specifications and/or Scope of Work. Failure to include any of the above items upon submittal of your Proposal may result in your Proposal being incomplete, non-responsive, and your Proposal being rejected. If there are any exclusions or contingencies submitted with your Proposal it may be disqualified. Fees Provide Fees in the Attachment 4 Feasibility Model. Fees must be provided in the original excel format. Attestation The undersigned, by his or her signature, hereby acknowledges and represents that: 1. The Proposal proposed herein meets all the conditions, specifications and special provisions set forth in the Invitation for Proposal for Request No. #B2500056. 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 Proposer for the amount shown on the accompanying Proposal sheets. 4. Acknowledgement that bidder is required to submit a current IRS Form W9 upon award and prior to contracting. 5. Acknowledgement of Schedule F — Insurance 6. Acknowledgment of Schedule G —Weld County Contract 7. By submitting a responsive Proposal or proposal, the supplier agrees to be bound by all terms and conditions of the solicitation as established by Weld County. 8. 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 to the best interests of Weld County. The Proposal(s) may be awarded to more than one vendor. Item Entry Company Name: Marathon Health Address: 10 W. Market St., Suite 2900 Indianapolis, IN 46204 Phone 802-922-8776 Email: michelle.rosowsky@marathon.health FEIN/Federal Tax ID #: 260103977 CONTRACTOR: B2500056 14 UUI.U.I.lyll CI I1iCIUUC ILJ.ULC/1JLUV_'I J I—Y/loliOUJO—J 1 Cr OJ I UCLJJC 15/04/2025 Date of Signature Name: Cameron Clodfelter Title: SVP, Sales Ops & Enablement B2500056 15 Uut.UDlyl l CI IVCIUIJC IU.VLC/1JLOL.-U I J I-•+I L,L,DUJO-J I CrOU I UCIJJC 60 Marathon V Health_ Addenda LJUI.UJIIy.II Cli`/CIUpL:1IJ.ULC/1JLUl..—J I J I—.II Lele—OUJO—J ICI—OO I UCLJJC Addendum # 1 Bid Request Number B2500056 ONSITE CLINIC ADMINISTRATION Currently Reads: The current Attachment 3 — Claims Report &Attachment 1 — Census File which was posted but was protected and could not be opened. Change: We have posted the New Attachment 3 — Claims Report & Attachment 1 — Census File which can now be open to view. Addendum Acknowledgement ***A signed copy must be submitted with your bid. Thank you!*** Company Name: Marathon Health 15/04/2025 Date of Signature Signature: I dfelter(Apr 15,20251L53EDT) Name: Cameron Clodfelter Title: SVP, Sales Ops & Enablement April 14, 2025 VOI.OJIy.II CIIVCIlipe IIJ.OLC/1JLOL.-J I I'Y/L.Li-OOJO-J I CUOU I VCIJJC. Addendum # 2 Bid Request Number B2500056 ONSITE CLINIC ADMINISTRATION Currently Indicates on Pre-bid conference calendar incorrect time of 9:30am. Should indicate per bid specifications on pre-bid conference: (correct time) of: An optional pre-Proposal conference via TEAMS will be held on March 20th, 2025 at 10:30 AM. Proposers may participate and record their presence at the pre- Proposal conference. Addendum Acknowledgement ***A signed copy must be submitted with your bid. Thank you!*** 15/04/2025 Company Name: Marathon Health Date of Signature Signature: Carrier n ifelter(Apr 15,202511:53 EDT) Name: Cameron Clodfelter Title: SVP, Sales Ops & Enablement April 14, 2025 VULUDIIyI I GIIVCIUI./C ILI. ULCMJL UL.- I J I W ILA.,-OUJO-J I Cr OJ I UCIJJC Addendum # 3 Bid Request Number B2500056 ON-SITE CLINIC ADMINISTRATION QUESTIONS &ANSWERS 1. Q.What are the reasons for issuing this RFP? A: The current contract is set to expire December 16, 2025,and it is in the best interest of the County put out an RFP to assure we are receiving the best services. 2. Q:Are there any employee incentives for utilizing the clinic services? A: No,there are not any incentives for utilizing the clinic except that it is no cost or low cost to employees and their families. 3. Q: Is there a budget set aside for the clinic? A: Yes, Weld County has a historical perspective of the cost that allows us to have an estimated budget. 4. Q: For Occupational Health Services, please indicate if you are wanting to add: Service Yes No Annual Qty Performed Pre-Employment Physicals yes 100 Urine Drug Screen yes 600 Breath Alcohol Testing yes 200 DOT Physicals yes 150 Public Safety Physicals No OSHA Hearing Survellance Program Yes 15 HazMAt or HAZWOPER Physicals No Respirator Medical Clearance No Respirator Mask Fit Test yes ? Travel Physicals No Work Related Injury/Illness Initial Treatment Yes 2024: "'150 injuries reported, "'80 received treatment Work Related injury Follow-up Treatment Yes Workers' Compensation Case Management Yes Other OSHA Surveillance Programs ? ? Fitness for Duty Evaluations ? ? Return to work Examinations for non-work No conditions Occ Health Case Management Yes A: For Occupational Health Services, we would like to see what can be offered by the vendor. We have not had a full realm of Occupational Health Services offered at our onsite clinic but would like to see what the vendor would be capable of offering, to include the above and any additional occupational health services. LIUUUDIIy.II CIIVCIUpC III.ULC/1JLUl.'J I J I LAJ-O(.1OO-J I LI O:!I UCLJJC 5. Q: Is construction currently ongoing for the renovation of the Weld County Health Center?Are you able to share the floorplans for what this will look like? a. If a floorplan is unavailable, can you share the count of expected rooms by type?(Example: Office— 3; Exam — 2; Restroom -3, etc.) A: Yes, construction is currently ongoing for the renovation. A floor plan is attached. The IOME Office and Counseling Office are for Weld County's Mental Wellbeing Program. 6. Q: Can you confirm whether the following Occupational Health programs are in scope, if so, can you provide current utilization data: a. Drug Screening — Currently not in scope b. Hearing Conservation — Currently approximately 15 annually. c. Case Management— Currently not in scope. i. Number of active cases? 7. Q: We come into any transition situation assuming it would be desired to retain the current staff, if possible. a. Are there any known performance issues from the current staff that we should be aware that might change the above retention assumption? A: We are not currently aware of staff performance issues. 8. Q: Is Weld County looking to expand their current hours of operation to 50 or is the requested bid based on the current 45.5 hours per week of operations? A: The bid is based on the current 45.5 hours per week of operations. 9. Q: What is the desired go-live date for the Health Center(s)? A: The desired go-live date of the Health Center is 12/16/2025. 10. Q: What are the current pain points with the existing health center vendor? A: The main focus of the current vendor is Primary Care. Weld County would like to see a model that offers more acute care appointments, with more urgent/same day appointments. 90 minutes appointments are not a good model. We would also like to see better communication and a mutual commitment towards the common goal of making our workforce health. Branding to ensure our workforce is aware of the significant benefit of having an onsite clinic dedicated to Weld County . 11. Q: Does the county plan to keep their current wellness portal? A: Yes 12. Q: Does the county prefer to keep their current staffing model or is the county open to alternate models? A: The County is open to alternate models. 13. Q: Does the part-time physician handle primary and occupational health services or only primary care? A: The part-time physician handles primary care and DOT Physicals currently. 14. Q: Could the County provide additional details regarding the items to be included with "medical furnishings"? A: The County will provide the exam room beds, and chairs. It will be up to the vendor to provide all supplies. 15. Q: When will the County take occupancy of the new health center location? A: Tentatively the new health center location will be available 11/15/25 to take occupancy to begin preparing for the 12/16/25 opening. 16. Q: What is the address of the new health center location? A: 1555 N. 17th Ave. Greeley, CO 80631 17. Q: Can you clarify the timeline of anticipated launch of the clinic(not just the contract execution)? A: Weld County has an anticipated date of 11/16/25 for the completion of the Health Center Remodel and for the selected vendor to be able to begin moving into the clinic. Weld County expects the selected vendor to begin seeing Weld County patients on 12/16/25. 18. Q: Was this legacy Everside (then acquired by Marathon)? A: Yes, original contract was made in 2021 with Everside, which switched to Marathon in November of 2024. 19. Q: Census file clarification needed, is the total lives 4012?What is the relationship breakdown between employee, Spouse, and Dependent? A: We currently have 4012 employees and dependents that are eligible to enroll in medical coverage. However, we currently only have 1364 employees enrolled and 1363 depends enrolled, totaling 2727 individuals currently VUI.UJIIyI I CI IVCIUpe IL/ ULCI1JLUl,.-.7 I J 1- /lA -OUJO-J I Gr OJ I UCLlJC eligible to utilize the clinic for personal health. We currently have 1903 employees that would be able to use the occupational health services. 20. Q:What areas, in terms of data,would you want to improve A: We would like data that shows a positive ROI, and the impact on health plan by keeping claims/costs off the plan. Utilization in real time and the ability to be pro-active with concerns/alarms brought to our attention. Data that shows a full breakdown of MA visits and provider visits to include what visits are for. Clear transparency on amount of appointments and length of appointments. Clear transparency on virtual appointments/phone calls and onsite appointments. Data that shows the health of our population and trends. Addendum Acknowledgement ***A signed copy must be submitted with your bid. Thank you!*** Company Name: Marathon Health 15/04/2025 Date of Signature Signature: Camereter(Apr 15,202511:53 EDT) Name: Cameron Clodfelter Title: SVP, Sales Ops & Enablement April 14, 2025 IJULUJIIy11 CI IVCIUpC IV.UG 11JCUL,'J IJI-Y/L,l,-OUJO-J I CUOU I VCL)JC Addendum # 4 Bid Request Number B2500056 ON -SITE CLINIC ADMINISTRATION ADDITIONAL QUESTIONS & ANSWERS 1. Q:Are the current medical assistants certified medical assistants? A: Yes, all are certified or registered 2. Q:Are you able to share the utilization records for the current Weld County Health center by the following types: A: Total visit volume approximately 5,000 visits in 2024, approximately 70%are preventive or had a preventive component to the visit. Approx. 700 of those visits are lab-only. a. Primary Care provider and nurse visits—see above b. Preventative exams and care—see above c. Wellness biometric health screenings, immunizations, etc. —contained within lab visit numbers d. Lifestyle and Chronic Disease Management—contained within preventive, approx. 120 visits were specifically chronic condition management/coaching e. Episodic/acute care (same day care)—most of the 1,500 non-preventive visits are acute care/same or next-day f. Workers' Compensation medical care and number of recordables open—see#9 below g. Occupational medicine physicals,testing, and surveillance programs-see#9 below h. Dispensed medications—approx. 600 medications dispensed annually i. Laboratory services, to include outside lab orders—approx. 1,100 lab services (see visit volume above) 3. Q: What EMR(s) is used for primary care? A: Athena 4. Q: What EMR is used for occupational health? A: Cority—not implemented at Weld for the level of Occ Health we are currently doing S. Q: We come into any transition situation assuming it would be desired to retain the current staff, if possible. a. Are there any known non-competes with current staff that would prevent them from being retained? A: No no-compete clauses; staff would be free to make their own decisions about continuing if that option were available. However, Marathon Health would likely seek to retain the staff and offer reassignments. 6. Q: Could the county provide a list of the current occupational health services provided in the health center including the number of visits for each service? A: A total of 112 Occ health visits in 2024, primarily work injury/illness (63), DOT physicals (26), along with occasional Home Health Workers(HHW) exams, hearing tests, and TB tests. 7. Q: Could the county define the services included in your surveillance programs? A: The county provides a hearing conservation program for our Mining Worker's that is currently ran through the onsite medical clinic. There is also a Medical Surveillance for metal and nonmetal mines that 9 of our employees go through that is offered at an offsite occupational health location. UVI.UJV I CI I YCIV'JC IU.VLCP1JLUl.-J I J I-Y./l,.l..-OUJO-J 1 Cr 0.)I UGUJG 8. Q: What are the current locations of the shared-site locations being used by the County? A: 14 sites around Colorado, primarily on the front range,to include Greeley, Northglenn, Arvada, Aurora, Broomfield, Fort Collins, Boulder, Littleton, Pueblo, Lakewood,Greenwood Village, Colorado Springs, and multiple locations in Denver. 9. Q: Could the County provide utilization data for the shared-site locations? A: 35%of the County's visits take place at network locations, primarily Greeley and Northglenn. 10. Q: Can you detail the specifics of the current staff model including staff titles, hours worked, and services?8.Could the county provide the hours per week for each staff member? A: Health center hours are: Mon/Wed/Fri 7am-4pm;Tu 9:30-6pm; Th 8:30-5pm. Current staffing includes 1.0 FTE Nurse Practitioner; 0.2 FTE MD; 2.0 FTE Medical Assistant (plus a 1.0 FTE float position between locations); Addendum Acknowledgement ***A signed copy must be submitted with your bid. Thank you!*** Company Name: Marathon Health 15/04/2025 `QQ Date of Signature Signature: Lamer ;dfelter(Apr 15,2025 11:53 EDT) Name: Cameron Clodfelter Title: SVP, Sales Ops & Enablement April 14, 2025 IJUI.UDIIyII GI IVCIUIJC IV.ULCMJLCA-f-.7 IJ I-4I l�l,-OUJOV I Gr-OJ I UCIJJC Addendum for Bid or RFP Final Audit Report 2025-04-15 Created: 2025-04-14 By: Jennifer Swaysland(jennifer.swaysland@marathon.health) Status: Signed Transaction ID: CBJCHBCAABAAOw0cC76JuAhYSnylp-y9K_oGgxPeflvF "Addendum for Bid or RFP" History t Document created by Jennifer Swaysland (jennifer.swaysland@marathon.health) 2025-04-14-2:31:14 PM GMT E?, Document emailed to Cameron Clodfelter(cameron.clodfelter@marathon.health) for signature 2025-04-14-2:31:21 PM GMT ,t Email viewed by Cameron Clodfelter(cameron.clodfelter@marathon.health) 2025-04-15-3:52:48 PM GMT d© Document e-signed by Cameron Clodfelter(cameron.clodfelter@marathon.health) Signature Date:2025-04-15-3:53:48 PM GMT-Time Source:server O Agreement completed. 2025-04-15-3:53:48 PM GMT ei Adobe Acrobat Sign IJUL UJIIyI I CIIVCIUpC IL/.UG G/1JLUl'-.7 I J I-Y/lil.i-OUJO-J I CrOJ I UCLlJC M Marathon V Health AttachmentFeasibility (provided in separate Confidential file) Y Marathon V Health Exceptions to Sample Professional Service Agreement ( provided in separate Confidential file) UVI.UDIyi I CI I VCIVpC IIJ.VLC"JLUL.-J I J I-V lil'-OUJO*J I Cr OJ I VCIJJC Marathon V Health_ I I s LJULUDu II C I IVCIUpC ILJ. UG Cf1JLUl..'J I J I-Y/l'li-OUJO'J I Cr OU I UCLJJC M Marathon V Health Exhibit 01 - Sample Communications Materials UUI.UJIyI I CHIMP-ye IU.ULCr\JL UL,-V I J I W I UU-OO,1O-J I Gr OJ I UGUJG - 6g Marathon ) t. V Health, E I i About your ,J)health center „it The care team at «health center name» cares about your «Health center name» wellbeing. That's why we allow you to spend as much time as you «Health center name» need with your provider. With our app and online patient portal, «Address line 1» you have 24/7 access to manage your care including messaging «Address line 2» «City, State Zip» your provider, requesting refills, and more. And the best part? «555-555-5555» Care is available to you at «no cost // little to no cost»! Hours Meet your Providers Sun. X am -X pm Mon. Xam -Xpm Tues. Xam -Xpm First name First name Wed. Xam-Xpm Last name Last name Thur. Xam Xpm «XX, XXX» «XX, XXX» Fri. Xam -Xpm Sat. Xam - Xpm First name First name «Additional line for extra information Last name Last name about hours or the health center» «XX, XXX» «XX, XXX» El Schedule an appointment 5 . Call [XXX-XXX-XXXX] or visit my.marathon-health.com M A D E W E L L ©2024 Marathon Health,PLC.All rights reserved.MHBR-24-046(6/4/24) Uocuslgn Envelope ID:U2EA326C-9131-47GG86313-31ElSb1UEL 3E f. - ' 7 ,*: `' " f A ,. V Marathon #:' ,., 10000. ,,,,,,.. ..?. .) ,.. , 7,_ Health,. . Get started p., if , , • with Marathon Health It 'N ' + \. 4 • The Marathon Health patient portal and mobile app are quick and easy ways to manage your healthcare needs. This guide walks you through the process of creating your account and exploring all features. •TEP 1 STEP 2 Register for ❑i!` l. O Download the O r. ; 0 the patient portal . mobile app •'� • Scan the QR code or visit .16 Scan the QR code or follow � ,. i my.marathon.health _ o these steps to download • Click"Register My Account" o •• from Apple App Store or ❑■ ; Google Play Store Enter the following information to create your • Search for"Marathon secure online account Health.' in the search bar • First and last name • Email address • Locate the Marathon Health app and tap on it • Social Security Number(Not required but will improve the account creation process.) • Press the"Download"or"Install"button to • Date of birth begin installing the app • Home address and phone number • Once the app is successfully downloaded • Marathon Health access type and installed,you'll find the icon on your Once submitted, records will be reviewed to home screen confirm eligibility, and you'll receive a follow-up Note:Marathon Health must verify with your employer/union email within 2-3 business days to complete that you are eligible for this benefit.Marathon Health is required your registration.After registering,proceed to by law to maintain the privacy and security of your protected step 2 to download the mobile app health information under the Health Insurance Portability and Accountability Act. We will not share any personally identifiable information with your employer. Key features • Appointment scheduling: Book appointments with your provider • Video visits: Meet virtually with your care team • Messaging:Communicate securely with your care team • Medications: Manage your prescriptions and request refills • Health records: Easily access your medical records • Incentives: Earn rewards by prioritizing your health Access is limited to eligible individuals and their family members who have partnered with Marathon Health through an employer,union group,or on their own. O2024 Marathon Health,LLC.All rights reserved.MHBR-24-046(6/4/24) w L/UI.Ubl911 CI 11/ClUt1 ILl. ULCMJL UIe-U I J I-Y I LA,-OUJO-J I Cro.,1 UCLJJC 410.1, &I Marathon Healthr, imp Join us for «Event name line 1 » .. Ie \. , «Event name line 2» • Marathon Health invites you to <Lunch n' Where Learn» event at «location name»! «Health center name» «Health center name» • «Presenter information» «Address line 1» «Address line 2» • «Learn about xxx» «City, State Zip» • «Enjoy light refreshments» • Learn about the services available to you «you and your When family members» «Day, Month XX» «Xxm -Xxm» • Register on the portal and start scheduling appointments «Walk-ins welcome» • «Enter for a chance to win a prize language if applicable» «Additional line for extra information • «Walk-ins welcome/or/ RSVP for the event at<X»> about the location.» • Schedule an appointment ti Call [XXX-XXX-XXXX] Client Logo • or visit my.marathon-health.com Placeholder 022024 Marathon Health,LLC.All nghts reserved.MHBR-24-051(6/18/24) uocuslgn Envelope ID:U2 A;326G-9131-47UU-8Ei3 -31EI-851ULtJ3L a' Marathon v Health... a r • e Beat common cold Four tips for fast relief When the sniffles, sneezes, and sore throats strike, don't let the common cold slow you down. Use these simple steps to feel better, faster: 1. Manage your symptoms • Stay hydrated: Drink water,herbal teas with honey,and clear broths to stay hydrated and soothe your throat. • Rest up:Your body needs extra sleep to fight off the virus. • Use a humidifier: Moist air helps keep your nasal passages clear and your throat comfortable. 2. Consider over-the-counter medications if symptoms persist • Studies have shown that decongestants*, antihistamines,and cough suppressants*may help temporarily but could prolong illness. • Mucinex(guaifenesin)thins mucus for easier coughing—stay hydrated for best results. • Pain relievers like ibuprofen or acetaminophen can ease aches and fever,while cough drops soothe throat irritation. 3. Practice good hygiene • Wash hands frequently with soap and water to prevent spreading germs. • Cover your cough/sneeze with a tissue or your elbow to protect others. • Disinfect surfaces like doorknobs, phones,and remote controls regularly. 4. Know when to seek help • If symptoms worsen or last longer than 10 days or you have an ongoing fever of 101°or higher, schedule an appointment with your Marathon Health provider. ❑�. El r� r Schedule an appointment •• Call [XXX XXX XXXX] Client Logo El :. Placeholder • or visit my.marathon.health ",]ecoroestart anc coegrl scppressants may also cause ar rereas, .... consul)yeti Marathon Health provider 0ror to las,ng any .,. . O70,5 Vacathon-'ealth.I I C All r°-t5 reserved MaBR-25-034(2/1C/20245) nEmrebpe ID 02n326C-9131</CC.636-31EFIWPED. • In-person and Yourhealthcare virtual appointments • Same- or next-day enefitappointments for immediate care needs «Client Name» is excited to offer access to • Spend as much time as Marathon Health as part of your benefits package! you need with a provider Marathon Health is your complete health partner, covering up to 90% of your health and wellness needs. • 24/7 access to manage your care a..V To schedule or learn more, .v •� call [XXX-XXX-XXXX] or visit Client Logo Marathon■ :. PlaceholderNT Health -e 2044 Maraffgn NPo 00.LLC.?i 9M1h rner.e0.MMBR-2A 09B 11;31/262 O 02EAMC-01314]CCA63&31EPoS10ED3E f f Annual ph1 A path to a healthier you . ., / 11t . \ --- Your annual physical is focused on the body, medical conditions, screenings and prevention recommendations for your age. There is no cost 11,111 for an annual physical at Marathon Health. 116 II o . . «Health center name» ''' a«1234 W Market St., Ste. 303» a. �` «City, ST XXXXX» Client Logo Marathon : ; " Schedule your appointment Placeholder - � -. _ Health, XXX-XXX-XXXX I my.marathon.health ©2025 Marathon Health,LLC.All rights reserved MHBR-25-024(2/7/25) U Vt.0 Jlt�II CIII/ClUIJC ILI.ULGMJLUL/-J I J I W I LeL-OUJO-J I CFO,'I VCUJC ANNUAL PHYSICAL Subject Line: Schedule an annual physical today! Is it time to schedule an annual physical? Regular screenings and assessments during a check-up help prevent and address health concerns before they become a problem. There is no cost for an annual wellness exam at%%FromName%%. Annual physicals allow you to spend quality time with your healthcare provider to ask health-related questions, catch minor issues before they become bigger health concerns, and offer guidance to improve your overall health. "If there is one thing I have learned throughout this experience, it is the importance of getting your yearly physical-that one simple appointment can save your life!" - Adrian Seymour, [Marathon Health/Everside Health] Patient Visit the [Marathon Health/Everside Health] portal or call[Phone] to schedule an annual physical. Button: Schedule Appointment [Portal link] VUI.UJIyI I CI IVOIUi.IC ILl.UCcrwcut.-.7 I J 1-9 I l,lr-UUJO-J I Cr OJ I UCUJC INCENTIVE/GIVEAWAY Subject Line: Want to win a [Prize]?Act Now! Earn [Prize] by completing [Required Activity]! Complete your[Required Activity] between [Start Date] and [End Date]to be entered into our prize giveaway.Winners will receive a [Prize]! [Additional Details or requirements for giveaway.] Visit the [Marathon Health/Everside Health] portal or call[Phone]to schedule an appointment at [Health Center]. Button: Get Started [Portal link] LJVL.ODIyul CIIYCI VIJC IL•.VLCMJLOLJ-.7 I J I I lJli-OOJO-J ICI-0J I VCLJJC Marathon Health_ Exhibit 02 - Weld CountyMonthly Insights Report Ignite Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E Akt Marathon HealthTM Monthly Report Weld County Colorado March 2025 ri:Reserved Propnetan-and Confidentai Docusign Envelope ID:02EA326C-9131-47CC-8638-31 EF8510ED3E Y Marathon Weld County Colorado monthly report , executive summary V Health Eligibility Appointments Engagement Patient satisfaction (March 2025) 3 1 77 352 48.7% , 332 Net Promoter Score Eligible Lives as of February 2025 44.4% Population definition Eligible 65 1,545 (48.6%) 1,067 1,546 -100-0 . 0- ' 30-70 70-100 (33.6%) Needs tmprovment Good Great Excellent. 560 (17.6%) ■ 23 Surveys 5 (0.2%) Book of Business Benchmark : 89.8 Employee Spouse Dependent Other March 2024 March 2025 February 2024 February 2025 Chronic conditions Biometrics Prescribed RX Same day/next day visits Total Rx Count:479 -1Ar- . testosterone cypionate 200 14 mgimt.intramuscular oil albuterol sulfate HFA 90-13 meg/actuation aerosol inhaler dal + 63. 1 % Zithromax Z-Pak 250 mg tablet-10 .L cholecalciferot(vitamin D3)-10 T of unique patients have at least one high or 1250 mcg(50.000 unit)capsule /� ^ 4 6 . 7 /o moderate biometric risk H xtL 15nd 2 hr- 5 N 8 O/ tablet extended release 10 6■V 0 Current status of patients with + amoxiciltin 875 mg-potassium 10 clavulanate 125 mg tablet_ of acute & preventive provider visits were chronic conditions from omeprazole 20 mg a complete within 24 hours of being AN the total population (verified and 1 72.5%�O capsule delayed release scheduled unverified) i Diflucan 150 mg tabletmap 8 of unique patients at-risk have made benzonatate 200 mg capsule 8 Book of Business Benchmark : 46.0% progress in the last 24-months Zepbound 2 5 mg/0 5 mL 7 ort Month March 2025 te2r 5',tar atn eh Health LLC .:.ii Rights Renewed.Proprietary and Confidential Data an of:41A20256:22.fil Docusign Envelope ID:02EA326C-9131-47CC-8638-31 EF8510ED3E r Marathon Weld County Colorado monthly report , visit volume snapshot I rolling 13 months V Health Total visits h.Visits by visit category Previous year Preventive •Acute Lab Visit frequency (n= patients) 5157 684 34.2% 56 Total visits Prior period: 4,933 538 472 437 431 423 202 11 37.(�.7% , 398 70 388 20.1% 19.2% 68 351 104 110 178 327 360 348 13:i % Preventive visits i 66 ° Book of Business: 46.8% 150 247 250 232 222 12.7% 263 304 239 226 7.3% 6.6% 65.8% 103 Repeat visits (2+ visits) ' 67 63 46 72 56 68 109 106 ® 107 it 509 299 189 '108 98 286 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 1 2 3 4 5 6+ Total visits Visits by health center proximity Visits by patient risk Visits by delivery method Local 5,146(99.8%) 79.8°/0 9• p/O Unknown 11 (02%) Moderate Risk 4Ail In-person 627 12.2% 4 117 ( ) High/Chronic Preventive 1,392(27 0%) 1,955(37 9%r Acute Q Total 2,559(49 6%) ITotal 8.0% 5,157 5,157 Telephonic 927 Lab Low/Unknown Risk �� 643(12 5%) 3,138(60.8%) 2.2% 0 Virtual 113 tg'2C_5 Marathon Health LLC AN Rights Reserve° Proprreta p and Conhoental Data as of 1'7'2025 6-2218 Docusign Envelope ID 02EA326C-9131-47CC-8638-31EFB510ED3E M Marathon Weld County Colorado monthly report -, Top visit details I March 2025 7 Health Top completed appts by visit type II Top completed appts by diagnosis InPerson Acute Complex 66 li Encntr for general adult medical exam 67 w/o abnormal findings InPerson Nurse Visit 49 Encounter for screening for 57 depression InPerson Chronic Disease Mgmt ' ` 33 Encntr for fru exam aft trtmt for cond 33 oth than malig neoplm InPerson:PE Routine-60 32 Acute pharyngitis unspecified--23 InPerson.New Patient Complex 20 Dietary counseling and surveillance 22 Acute upper respiratory infection, Phone Chronic Disease Mgmt 19 unspecified 22 Phone,Acute Complex 14 Essential(primary)hypertension 20 InPerson NewPat PE Routine-60 13 Obesity unspecified PAIMPRIIIR16 InPerson Lab Draw 12 Type 2 diabetes mellitus without 14 complications Phone;Provider HC Fill 10 Hyperlipidemia.unspecified 11 Top completed appts by CPT Top prescribed Rx phq2/phq9igad7 questionnaire 151 testosterone cypionate 200 mgimL completed intramuscular oil 14 venipuncture only enter one time 87 albuterol sulfate FIFA 90 mcgtactuation aerosol inhaler 13 office/op visit est pt.3 key components expand prob focus hx, 62 Zithromax Z-Pak 250 mg tablet 10 preventive medicine counseling.indiv 30 min 47 cholecalciferol(vitamin D3)1.250 mcg(50000 unit)capsule 10 rapid strep group a,throat 26 bupropion HCI XL 150 mg 24 hr 10 urinalysis,dipstick lab 22 tablet extended release amoxicillin 875 mg-potassium 10 tele/video visit preventive medicine 21 clavulanate 125 mg tablet counseling.indiv 30 min , _ omeprazole 20 mg capsule delayed _...., - -.- ill 8 rapid flu(a+b) 20 release iiU n(, 120 140 11)9 Diflucan 150 mg tablet INC 8 CPT Volume benzonatate 200 mg capsule unkt. ad Month March 2025 ©2025 Marathon Health LLC =.Il Rights Reserved Proprietary and Confidential Data as of 4?-2025 6 2 51 Docusign Envelope ID 02EA326C-9131-470C-8638-31EF8510ED3E Y Marathon Weld County Colorado monthly report > March 2025 visits 7 Health Total scheduled appointments Total completed visits Total unique patients Completed visits/patient Same day/next day Acute & Preventive provider appts 142 (56.8%) 451 352 245 1.4 Book of Business Benchmark 46.0% Appointments by status None appointments by weekday and start time Hours Monday Tuesday Wednesday Thursday Friday Grand total 352 Mapping 78 0% 350 7:00 AM 8 10 12 30 8:00 AM 15 4 "' 11 ,. 65 300 15 Si ' ,, 58 250 10:00 AM 11 8 11 9 8 47 11:00 AM 7 5 8 6 6 32 200 1200 AM 910 7 8 15 49 150 1:00 PM rr 0 11 58 2:00 PM 12 711 8 11 49 90 .. ..__ 100 . ... . .... . ..... . ........ ........................ ............................................... .......... 2 -0% 3:00 PM 11 10 7 10 10 48 4:00PM 3 4 4 11 506 5:00PM 1 1 2 013/d 76:00 PM 1 1 Completed Cancelled Scheduled No Show Grand Note Cancelled appointments can also be rescheduled Total 103 70 99 72 107 451 Al 41 gnu-L`a:cn 2U la2025 Marathon Health LLC All Rights Reserved Proprietary and Confidential Data as of 4/7/2025 6:22:Id Docusign Envelope ID 02EA326C-9131-47CC-8638-31EF8510ED3E r Marathon Weld County Colorado monthly report , engagement sna shot V Health PP Visits overview Engagement by health center proximity New engagement all time Local 3,1757 Eligible population 31 33 300 38' 29 30 26 25 IIIiIiIiiih Numerator 1,545 Engaged patients Denominator'3,175 Eligible patients 26 II Average new engagement/month 7, v 7 c v v Vj u, v a v A v A c c v v5 �, g g g a `� 'N- tT �. xN U C N Ng j, N Ol a }N� > CJ L Q 2 - Q Cl) v Z , 4 U. 3 Q � Q (n `� 2 O - li Engagement by relation grouping (March 2025) High/chronic engagement by relation grouping 964/ 1 543 Employee Employee 457/504 62.5% 213/560 907% Spouse 38 0% Spouse 89/112 366/1,067 Dependent 79 5°Jo 34-3% 2/5 Dependent 54/67 Other t__ 40 0°Jo 80.6% nt Month March 2025 X2025 Marathon Health LLC.Al Rights Reserved Proprietary and Confidential. - a 5 Data as of.4/72025 022 I% Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E M Marathon Weld County Colorado monthly report -> eligibility population V Health P 9 tY P P Eligible population trend ■CY ■PY 4000 3,812 3 ,874 3,713 3,593 3,639 3,749 3500 3 177 3 321 3.339 3.337 3,340 3� 3,304 • 3000 `�- 3 m 4 2500 a 2000 a 4� 1500 w 1000 500 0 January February March April May June July August September October November December Eligible population location and relationship Health center proximity Employee Spouse Dependent Other Grand Total Unknown 2(100.0%) 2(100.0%) Local 1,543(48.6%) 560(17.6%) 1,067(33.6%) 5(0.2%) 3,175(100.0%) Grand Total 1,545(48.6%) 560(17.6%) 1,067(33.6%) 5(0.2%) 3,177(100.0%) M Month Mach 2025 2025 Marathon Health tIC.Al Q Rtlthti Reserved Proprietary and Canitdenital. Data as of 4/7/2025 62210 Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E b! Marathon Weld County Colorado monthly report -p patient satisfaction V Health_ Patient satisfaction (March 2025) Patient satisfaction(rolling 12 months) Net Promoter Score® Promoters 315 • Kelli took the time to listen to my 65 (9-10) 80.4% concerns and provided helpful treatment recommendations. -100-0 30-70 70-100 Neutral 50 Needsimprovment Good Great Excellent (7-8) 12.8% • The staff were super good, and the 23 Surveys PA was really thorough. 6.5% Completion Detractors 27 (0-6) 6.9% • I always have any other outside Book of Business Benchmark : 89.8 providers send my labs requests to Rolling 12 month averages Trends be done at this lab. Everyone who 73.7 93.5 has drawn my labs there has been s5.2 fantastic. Friendly, quick and Net Promoter Score® painless. 7.6% , s% Completion rate / 83%-- 87.5% u, 87% Overall%satisfied or very satisfied Mar 24 Apr 24 May 24 Jun 24 Jul 24 Aug 24 Sep 24 Od 24 Nov 24 Dec 24 Jan 25 Feb 25 Mar 25 m Month March 2025 ©2025 Marathon Hearth LLC.Al Rights Reserved Proprietary and Confidential Data as ot:4f7/2025 622:E Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E ilia Marathon Weld County Colorado monthly report —> chronic conditions V Health. Chronic conditions by prevalence vs. Book of Business benchmarks ■Prevalence bar •Benchmark line 4b 7', note:benchmark line is loci•ed to book of business anc currently dtsplayinq EE-SF 19 9',III, 130'!. mi 10.1% 7.5% 1111.- 2.2°i° 1.2% 0.7% ,— Has Chronic Condition Hypertension Depression Diabetes Asthma CAD COPD CHF 8°a 10 2% Primary 730 300 123 29 17 7 47.7% 19.6% 13 8.0% 1.9% 1.1% 0.5% 243 114 69 46 33 16 9 8 Spouse 43.7% 20.5% 12.4% 8.3% 5.9% 2.9% 1.6% 1.4% Grand Total 973 414 271 211 156 45 26 15 46.7% 19.9% 13.0% 10.1% 7.5% 2.2% 1.2% 0.7% ort',loath March 2025 ©2025 Marathon Health LLC All Rights Reserved Proprietary and Confidential Data as of 4/712025 6122 f Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E Marathon Weld County Colorado monthly report -+ prevalence of biometric risks V Health. %High/moderate risk %High/moderate risk Biometric name Total patients screened (current period) (prior period) Delta %of Patients by risk category •Low Medium •High Body Mass Index 1,443 42.5% 43.9% 4, 1.4% 20.0% 22.4% Diastolic Blood Pressure 1,273 24.5% 20.0% t 4.4% 21.1% , Systolic Blood Pressure 1,274 50.9% 53.9% 4, 3.0% 46.0% . A1C III 379 47.0% 48.3% I 1.3% 37.6% 9.4% HDL Cholesterol■398 39.6% 39.5% lit 0.1% 39.6% LDL Cholesterol■386 31.1% 31.3% 4, 0.2% 22.2% 8.9% TC/HDL Ratio-475 24.8% 24.1% Alt 0.8% 24.4% Tnglycerides■401 30.5% 35.4% ir 4.9% 29.5% I Patients by high/moderate biometric risk count 37.1% 25.6% 18.9% 10.1% 3.7% 4.5% Zero risk One risk Two risks Three risks Four risks Five(+)risks 541 374 276 148 54 66 M Month March 2025 ©2025 Marathon Health LLC.AA Rights Reserved Proprietary and Confidential Data as of 4,-^025 022& Docusign Envelope ID 02EA326C-9131-47CC-8638-31EF8510ED3E r Marathon Weld County Colorado monthly report --> biometrics cohort tracking V Health Patients making progress on biometric risk factors- Patients twice screened in the last 24 months 85 (73 178 56 74.6% 72.5% 349 66.4% 359 87 63.6% 54.5% 57.2% 56.1% 55 57 50.5% 44.5% Body Mass Index Diastolic Blood Systolic Blood A1C HDL Cholesterol LDL Cholesterol TC, HDL Ratio Trlglycendes Unique patients Pressure Pressure Biometric Name Distinct count of Total Patients Patients starting at high or moderate Patients starting at risk making %of Patients making improvement Average improvement Screened(new) risk improvement Body Mass Index 1,425 640 349 54 5% -2 Diastolic Blood Pressure 1,141 268 178 664% -10 Systolic Blood Pressure 1,141 628 359 57 2% -11 A1C 279 155 87 56.1% -1 HDL Cholesterol 283 128 57 44 5% 6 LDL Cholesterol 266 88 56 63 6% -32 TC/HDL Ratio 391 109 55 50 5% -1 Trlglycendes 289 114 85 74 6% -93 Unique patients 1,469 928 873 72.5% xl Month March 2025 X2025 Marathon Health LLC.AlRights Reserved.Ptopnetary and Canfdenbal Data as of 4/7(2025 6.22& Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E as Marathon Monthly Glossary V Health. Tab Term Definition Biometric thresholds (current) Executive Summary Eligibility Number of patients with access to Marathon Health services Engagement Number or percent of patients with at least 1 visit of any kind in the last 18-months/total MALE eligible patients Metric Hi h isk Moderate Risk N. al - Net Promoter Measures how likely a patient is to recommend Marathon Health to a friend Body Mass Index(BMIi 30 or more 25-29.9 OR 18.4 or less 18.5-24.9 Score(NPS) Alc 65%or higher 5.7-6.4% Less than 5.7% Eligibility Clinic Proximity Clinic location or grouping Blood Glucose 126 or more 100-125 99 or less ' Total Cholesterol 240 or more 200-239 199 or less Visit Volume Patient Risk Patients are categorized as being high&chronic,moderate or low/unknown risk based of LDL Cholesterol 190 or more 100-189 99 or less biometric results and presence of chronic condtions ' HDL Cholesterol 39 or less 40 or more Snapshot Number of patients with 2+visits in the timeframe(rolling 12 months)/number of patients i Total Cholesterol/HDL Ratio 5.1 or higher 3.5 to 5 3.49 or less Repeat Visits with any visit in the timeframe Triglycerides 200 to 499 mg/dL 150 to 199 mg/dL Less than 150 mg/dL Blood Pressure(Systolic/Diastolic) 140/90 or higher 120.139/80.89 199/79 or less Current Month Cancelled A patient called ahead of time to cancel their appointment. Waist Circumference 40 inches or more 37 1 to 39.9 inces 37 iches or less Visits Completed Total appointments that were completed and checked out in the month No-Show A patient didn't show up for their appointment and didn't call to cancel - FEMALE Scheduled Appointments that are scheduled in the month,but have not been completed yet Metric Hi•h isk Moderate Risk N.rm I •isk Body Mass Index IBMI l 30 or more 25-29.9 OR 18.4 or less 18.5-24.9 Total Scheduled All appointments that were scheduled in the current month. I Alc 6.5%or higher 5.7-6.4% Less than 5.7% High.iChronic Number of patients categorized as having a high risk or chronic condition with at least 1 Blood Glucose 126 or more 100-125 99 or less Engagement Engagement visit in the last 18-months/total patients identified as being high and/or chronic. Total Cholesterol 240 or more 200 239 199 or less Snapshot New Engagement LDL Cholesterol 190 or more 100-189 99 or less All Time How many patients came in each month for the first time ever HDL Cholesterol 49 or less - 50 or more Total Cholesterol/HDL Ratio 4.5 or higher 3.1 to 4.49 3 or less Patient Satisfaction Survey Number of completed surveys I total completed appointments Triglycerides 200 to 499 mg/dL 150 to 199 mg/dL Less than 150 mg/dL Completion Rate --- - Blood Pressure(Systolic/Diastolic 140/90 or higher 120-139/80-89 199/79 or less Chronic Conditions CAD Coronary Artery Disease Waist Circumference 35 inches or more 31 6 to 34 9 inces 31.5 iches or less CHF Chronic Heart Failure I COPD Chronic Obstructive Pulmonary Disease Has Chronic Patients with at least one chronic condition identified in a Marathon Health provider or via Condition claims mining Null Biometric Thresholds(curr at Monti March 2025 ©20'25 Maiathon Health LLC All Rights Reserved.Proprietary and Confidential Data pot 6:221111 Docusign Envelope ID:02EA326C-9131-47CC-8638-31EF8510ED3E for , A is • 1404,14 } Thank ii- ,, Michelle Rosowsky / •f r., i Client Success Manager W 3 I ' "" tri- michelle.rosowsky@marathon.health '�-11 ' ` Mobile: 802-922-8776 1 ;' -MID IOW i! Marathon 1 v Health.. 6 VULUJIyt I ci IVCIUFIt:ILJ. ULGr1JZOL.-J I J I-.I./L L.-OVJO-J I Gr OJ I VGLJJG r Marathon CONFIDENTIAL Health INFORMATION • -ie Ai tr, �, j ( li Marathon Health Response to 1 Request for Proposal #B2500056 for: Weld County Onsite Clinic Administration- ,. April 18 2025 - A Yt 'S...w ..'„., Michelle Rosowsky, MBA I Client Success Manager Marathon -4eaith Email michelle.rosowskyAmarathon.health Phone: 802-922-8776 I uULUJIyII CIIveuup LLJ.VL CnJGUI,-a I J I-4 V V-OUJO-J I crow I UCUJC V Marathon V Health Table of Contents Attachment 4 - Feasibility Model 1 Exceptions to Sample Professional Service Agreement 8 VUI.UIIIyII CI IVCIUpe IL) ULC/1JL UI'-J I J 1-Y/I..1r�OOJO.J ICrO:J I VCNJC Ai Marathon V Health Attachment - Feas o e LJUUUJIy-11 LI IVCII.)ye Iv. ULl1ULO5 'O Is)I—$f Lolo—OOJO—J I CrOV IVCIJJC PnmaryCare Only CONFIDENTIAL VUI.0 Jl II C I IVCIUFIC IL7.VLCMJLUL,-O I I-YI l..L.-OVJO-J I Cr OJ I UCC/JC PrimaryCareOnly CONFIDENTIAL tJU U iyii i wcIUllc ILJ. ULCMJLO1. IJI-.Ft VIr-OOJO-J I CraJ IVCIJJC Occupational Health Only CONFIDENTIAL IJU1.uIyi I CI IV CIUIJC IIJ.ULG/'1JLUli-U I I-4 I lil.-OUJO-J I CFOJ I UGIJJL Occupational Health Only C O N F I D E N T I A L $ $ $ - $ $ - UUILUJIy-I I CI IVeiupe U . ULCP1JLUli-V 1J I-Yl LA.•-OOJO-J I Cro:I IUCUJC Combined Primary-Occupational C O N F I DE N T IA L '$ $ $ - $ $ - vut,uwyli CI iv iupc IL).ucc/1JCVlJ-J I J I W/lil.4-OUJO-J I Cro:,I VCUJC Combined Primary-Occupational CONFIDENTIAL $ - $ - $ $ - $ UVI.UJIyIl GIIVCIVIIC IL). VLCMJLVl.-'I J I-41 lal,-OVJO-J I Cr OJ I VCIJJC r Marathon V Health . Exceptions to Sample Professional Service Agreement L/ULUJIyi I L'I'l CIU J lU . ULCMJLUI.-,I J I LA..-OOJO-J I CFOJ I UCLJJC CONFIDENTIAL IJULUJI9II CI ivciu a IV. ULC/1JLOV-U I J I-YI L,L, 0UJO-J I CFOU I UCUJC VUI.UJIIyI I CIIVCIVI/C IIJ. ULGMJLUI..-J I J I-Y/lolL'OUJO-J I Cr OJ I UCIJJG uti u IyI I IL/.\JGCP%JLOlJ-J 1..11-"t 11.,L,-OVJO-J I GUOJ I OCL/JC CONFIDENTIAL IJVLUJIIyHI CIIVCIu1je IL/. VLGMJLOL)- I t +I lolo-OVJO-J I Gr OU I VC L/JC VUI.Ublyu I CIIVCIUIJC IV.ULCMJLUL, I J I I L,L,OUJO-J I GrOO I UCLJJC L/UI.UJII9I I CI IVCIUWa IL/. ULC/1JLUl,-U'U I L L OUJO-J I C.FOU I UCLJJC UULUDIIylI CIIVCIUpC IU.ULC/1JLUli-J I J I-YI L.L.-OUJO-J I CI-OO I UCUJC LIUL.UJIyI I GIIVCEUI,1C IL/. VLCMJLUL/-J I J I-*I Lill-OUJO-J I CrOV I VCIJJC CONFIDENTIAL IJUI.UJIyII CI IVCIUF/C Ill.ULC)1JLUl..-U I J I-Y/lo,.."-OUJO-J I Cr O:)I UC✓JC CONFIDENTIAL UULUJIIyII CIIVCIU4IC IV.UGC/1JLUl..-V I L•Lo-OUJO-.l I Cr OJ I UGIJJG Pauline Law From: Pauline.Law@marathon.health Subject: FW:Weld County I Marathon Health proposal - BAFO From: Michelle Rosowsky<michelle.rosowsky@marathon.health> Sent: Wednesday, May 28, 2025 2:27 PM To: Kelly Leffler<kleffler@weld.gov> Cc: Brian Uhrinek<Brian.Uhrinek@marathon.health> Subject:Weld County I Marathon Health proposal- BAFO Good morning Kelly. We're pleased to hear you're in final stages of evaluating our proposal. It's been great working with you through this process, and we are as eager as ever for the opportunity to continue our partnership. Overall, we believe in the value of our original proposal, especially after closely reviewing costs and engagement levels, but we have been able to make the following changes: Terms 1. Reduce the annual escalator on the fixed fees from 5%to 4%for years 2-5 of the contract period (or years 2-3 if the County chooses a three-year agreement). As a reminder, the annual escalator is an important element as we provide the health center staff annual raises, and/or salary increase for replacement, should there be staff turnover. Marathon Health assumes the risk should these inflationary costs exceed 4% (there is never a 'true up' with actual cost). Note: Our proposal showed fees inclusive of all estimated pass-through costs, as requested in the RFP template. However, Marathon Health typically contracts with an annual fixed fee and then passes through the cost of medication, vaccines, and externally-processed labs. Below is the actual fixed fee portion only for each year of the contract period, with the discounted 4% annual escalator: Year 1 —2026 Year 2 —2027 Year 3 —2028 Year 4 - 2029 Year 5 - 2030 $743,376 $773,112 $804,036 $836,197 $869,645 - Fee changes apply on anniversary of contract year, currently Dec. 16. - Fees above are exclusive of pass-through costs: dispensed medications, immunizations, and externally- processed labs. (Refer to the original proposal for estimated total invoiced costs.) 2. The 0.2 FTE Registered Dietician will permanently become part of the staffing model priced above. The County will only incur fees for RD services if they decide to increase FTE to accommodate demand. 3. Waive implementation/project management fees for second move to permanent location. This includes travel, IT support, signage and marketing. 1 IJUI.UJIyI I CI II/CP.4)C ILJ.ULCt JLUl,-.7 I J I-+/L,.,-OUJO-J I Cr OJ I UCIJJC 4. Add Performance Guarantees (PGs). We are willing to put 10% of our annual fixed fees at risk with standard PGs in each area of accountability to ensure value for the client (details can be provided and will be outlined in contract): • Patient experience (>90% average patient satisfaction) • Health outcomes: Exceeding HEDIS guidelines for quality measures addressing top claims drivers and comorbidities • Savings: ROI >1.0 I wanted to reiterate our commitment to providing excellent client service, improving patient satisfaction, deploying effective engagement strategies, and demonstrating claims savings going forward. Additionally, we are ready to scope and implement Occupational Health services according to the County's preference and timeline. As we've discussed, many services can be accommodated with existing staff and capacity; others may have staffing implications. Marathon Health can provide practice expertise in Occ Health to help guide the County as needed. Two final thoughts: • As a reminder from our conversation, our pricing reflects actual known costs of operation currently and for the coming years, so no surprises for the County's budget, and we'll guarantee a positive return on investment. We'll do this by focusing on empowering clinical teams to provide a superior healthcare experience, inspiring members to engage in their health, and changing lives for the better. Our model is structured to provide the highest value for the County, not necessarily the lowest upfront cost. • Lastly, we want you to be excited about your direct primary care offering and partner. If you decide you have a better option with another vendor, we'll respect that decision —no hard feelings! -- and will work collaboratively on a smooth transition for you and for patients. We're here to support what's best for the County. Best of luck with your evaluation, and we look forward to hearing of your decision. Michelle Michelle Rosowsky, MBA OW Client Success Manager, Marathon Health Email: michelle.rosowsky@marathon.health V Mobile:802-922-8776 www.marothon-health.com Pacific Time Zone. If this message finds you outside of your work hours, please respond at your convenience. Upcoming out of office:June 23-27 From: Kelly Leffler<kleffler@weld.gov> Sent: Friday, May 23, 2025 10:02 AM To: Michelle Rosowsky<michelle.rosowsky@marathon.health>; Brian Uhrinek<brian.uhrinek@marathon.health> Subject: BAFO Request 2 LJULUIIIyI I CI IVCIUIJC Ill.UGGMJGUI,'y I J I'f/l'l,'OUJO-J I Gr OJ I UGIIJG Good Morning, First of all,thank you for coming onsite on Monday and providing your finalist presentation in person! It was great to see you all again! As we move into the final stages of our decision-making process we are finalizing our selection between two qualified vendors, and Marathon remains a strong contender. To support our final decision,we are requesting your best and final offer. Additionally,we would appreciate a written explanation of the variable pricing that was discussed during your presentation on Monday. This clarification will help ensure that all aspects of your proposal are fully understood and appropriately considered. Please provide your response by end of business on Wednesday, May 28`h, so we can proceed with our internal review accordingly. We look forward to hearing from you. Kelly Leffler Risk Manager 4970-400-4220 0 970-518-6106 B kleffter(a weld.gov WELD COUNTY,co 0 P.O. Box 758, 1150 O St Greeley, CO 80632 Join Our Team > Mission Statement: Weld County Human Resources is a strategic business partner dedicated to enhancing the employee experience, collaborating with individual departments,and supporting the values and goals of Weld County Government. IMPORTANT:This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is privileged,confidential or otherwise protected from disclosure.If you have received this communication in error,please immediately notify sender by return e-mail and destroy the communication.Any disclosure,copying,distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited. CAUTION:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. 3 V UUU JII,II CIIVCIUpe IL/.ULCMJLUIi-J I J I-.4I LAJ-OUJO-J ICI-Oj I UCVJC Exhibit B-1 Compensation; Staffing A. Compensation Year 1 Year 2 Year 3 Year 4 Year 5 Annual Fee $743,376 $773,112 $804,036 $836,197 $869,645 Rx/ Labs /Vaccines $138,965 $143,829 $148,863 $154,073 $159,466 (at Marathon's cost) Total $882,342 $916,941 $952,899 $990,271 $1,029,111 Amount Not to Exceed $944,106 $981,126 $1,019,602 $1,059,590 $1,101,149 The Annual Service Fee will be invoiced in monthly installments. In accordance with the best and final offer communicated to County by Contractor dated May 28, 2025, the Annual Fee set forth above is inclusive of the costs associated with Contractor's proposed core staffing model, plus the virtual registered dietician services, but excludes costs associated with the dispensing of pharmaceuticals or vaccines and any external laboratory costs. The amount shown for "Rx / Labs /Vaccines" above is Contractor's estimate of such costs. The actual amounts will be invoiced at Contractor's cost. The total amount invoiced by Contractor for Contractor's services and the pharmaceutical, vaccine and laboratory costs each year shall not exceed the figure marked as "Amount Not to Exceed" in the table above. B. Staffing Staffing of the health center shall be: Position FTE Physician 0.2 Nurse Practitioner 1.0 Medical Assistant 2.0 Office Manager 1.0 This staffing model supersedes anything to the contrary set forth in Exhibit B. LJUUUDIIyI I CIIVCIUIJC IL/.ULC%JLU V-C I 01-.1/Lill-OUJO-J I Cr OJ 1 UCIJJC Exhibit C Performance Guarantees At-Risk Amount. Marathon provides performance guarantees based on achievement of key performance metrics covering the optimization of healthcare delivery and overall health of a population. Subject to Client's satisfaction of the client requirements set forth in the Agreement, ten percent (10%) of the aggregate Annual Fees shown on Exhibit B-1 and remitted by Client ("At- Risk Amount") for the first 12-month period during the initial contract term ("Year 1") will be "at- risk". If a performance metric is not met, Marathon will issue an invoice credit up to the At-Risk Amount to Client. At-Risk Amount - Percentage of Annual Fee Patient Satisfaction 3.4% 3.4% 3.4% Clinical Quality 3.3% 3.3% 3.3% Cost Savings ' 3.3% 3.3% 3.3% Total At-Risk 10% 10% 10% PATIENT SATISFACTION Marathon's Performance After Year 1, Marathon will calculate the Patient Satisfaction target set forth in the table below: Category Definitions Measurement Target Survey respondents on a Net scale of 0-10 answering the Promoter question — how likely is it that NPS calculation — minimum Score you would recommend sample size of 50 responses 90 (NPS) Marathon Health to your friends, family or business associates Fee Credits As set forth above, the total At-Risk Amount allocated to Patient Satisfaction is 3.4% of the Annual Fee paid in Year 1. Client will receive a credit equal to 3.4% of the Annual Fee if it does not achieve the Patient Satisfaction target in Year 1. UUI.UJIIyI I CI IVCIUpC IU. ULCf1JLUl.- 1 J I-Y I UU-OUJO-J I CFOJ I UCUJC CLINICAL QUALITY Marathon's Performance Marathon will calculate the measurements indicated in the table below for Patients with at least 6 months of eligibility during Year 1 who have had at least one preventive visit with a Care Provider during such period (note exception for mental health screening which requires a physical or comprehensive health review). Performance will be measured as the percentage annual improvement for non-compliant Patients over the baseline measured as of December 31, 2025. Notwithstanding the foregoing, Marathon will be deemed in compliance with a performance target if it meets the HEDIS 80th percentile for compliance or, where no HEDIS benchmark applies, Marathon will satisfy the performance target if it attains the benchmark indicated in the table below. The minimum sample size for inclusion of a metric is 50 Patients. Category Guidelines Class Measurement Target Measure identifies female Patients 50 through 74 years of Breast Cancer Adult age during the 5% improvement Screening Preventive reporting period who over baseline, up (Mammogram) Care had a mammogram to to HEDIS 80 Guidelines screen for breast percentile cancer within the past 24 months, with a 3 month grace period Measure identifies female Patients 21 Cancer Adult through 64 years of 5% improvement Cervical Cancer Preventive age who have had a over baseline, up Screening 21-64 Care cervical cancer to HEDIS 80th Guidelines screening — look-back percentile period varies with test type Measure identifies Adult Patients 45 through 5% improvement Colorectal Preventive 75 years of age who over baseline, up Cancer Care received a colorectal to HEDIS 80tH Screening Guidelines cancer screening — percentile look-back period varies with test type Controlling High Hypertension Assesses adults 18- 5% improvement Circulatory Blood Pressure Guidelines 85 years of age who over baseline, up had a diagnosis of UVI..UJIyI I CIIVCIVFIC 1U.VLC/1JLUL,V I J I-N1 L.L,-OOJO'J I Cr OJ I VCUJC hypertension and to HEDIS 80th whose blood pressure percentile was adequately controlled (<140/90 mm Hg). Mental Health Depression in Adult Measure identifies Adults: Preventive Patients 12 years of Screening and Care age and older who Follow-up Guidelines have been screened for clinical depression 5% improvement using a standardized over baseline, up depression screening to HEDIS 80th tool. Only Patients percentile with an annual physical or comprehensive health review are included in this metric. Diabetes BP Control in Diabetes Measure identifies Diabetes Guidelines Patients 18 years of 5% improvement (140/90) age or older with over baseline, up diabetes whose most to HEDIS 80th recent blood pressure percentile is less than 140/90 HbA1c Diabetes Measure identifies Screening Guidelines Patients 18 years of ° age and older with 5/o improvement diabetes who have over baseline, up had a hemoglobin to HEDIS 80th Al C screening in the percentile past 12 months. HbA1 c Control Diabetes Measure identifies <8% Guidelines Patients 18 years of 5% improvement age or older with over baseline, up diabetes whose most to HEDIS 80th recent hemoglobin percentile Al c value is less than 8% Lipid Profile Diabetes Measure identifies Screening in Guidelines Patients satisfying any Diabetes of the following ° criteria: 5/o improvement over baseline, up • Patients 18 years of to HEDIS 80th age and older with percentile diabetes who had a active statin VUI.UJIIyI I CI IIICIUIlC IU.ULC/1JLUl.-U I J I-"I lrl.-OUJO-J I Cr OU I UCUJG medication with lipid profile lab result in the past 12 months • Patients 18 to 40 years of age with diabetes who had a lipid profile lab result in the past 5 years • Patients 41 years and older of age and older with diabetes who had a lipid profile lab result anytime in the history Tobacco Tobacco Adult Measure identifies Cessation Cessation Preventive Patients 18 years of Counseling Care age or older who are 5% improvement Guidelines identified as current over baseline, up tobacco users and to HEDIS 80th received tobacco percentile cessation counseling or therapy The Healthcare Effectiveness Data and Information Set (HEDISO) is a registered trademark of NCQA. Marathon may update guidelines within the clinical areas above to remain current with evolving care standards. Fee Credits As set forth above, the total At-Risk Amount allocated to Clinical Quality is 3.3% of the Annual Fee. Client will receive a credit equal to 0.33% of the Annual Fee (i.e., 1/10th of the At-Risk Amount) for each Clinical Quality target it does not achieve in Year 1. In the event one or more metrics are not calculated due to insufficient sample size, the At-Risk Amount will be divided by the remaining number of metrics to determine the amount creditable to Client in the event the target is not achieved (e.g., if only 9 metrics are calculated, Client will receive a credit of 1/9th of the At-Risk Amount for each target not achieved, which equates to 0.3667% of the Annual Fee.) UVI.OJIIyII GI IVCIVIJC IU.VLGMJGVV-V I I l,l.-OVJO-J I Cr OV I VGUJC COST SAVINGS Marathon's Performance Marathon will satisfy the Client Savings performance guarantee if the Annual Savings is at least 100% of the Program Cost for Year 1 of the contract, based on the claims savings methodology presented at the Annual review. Fee Credit As set forth above, the total At-Risk Amount allocated to Cost Savings is 3.3% of the Annual Fee each Year. Client will receive a credit equal to 3.3% of the Annual Fee if Marathon does not meet the Cost Savings target in Year 1. llUl.U.7ly II CI IVCIU'JC I V. ULGP JLUV_'I J I-41 L.L.-OUJO-J I CrOJ I UGL/JC Exhibit D Business Associate Agreement See attached. 1 LJULUJIIyI I GI IV CII)J 7V. 1.14G11JLUl'- I J I-4 I Vl..-00J0'J I GF OJ I UGIJJG BUSINESS ASSOCIATE AGREEMENT This Business Associate Agreement (this "Agreement") is entered into by and between the BOARD OF WELD COUNTY COMMISSIONERS ("Covered Entity"), with principal offices at 1150 O Street, Greeley, CO 80632 and MARATHON HEALTH, LLC, on behalf of itself and its affiliates including Everside Health, LLC, ("Business Associate"), with principal offices at 10 W. Market Street, Suite 2900, Indianapolis, IN 46204. Covered Entity and Business Associate may be referred to herein individually as a "Party" or collectively as the "Parties". WHEREAS, the Covered Entity and the Business Associate are parties to a separate agreement (the "Underlying Agreement") and have a business relationship which may involve the use or disclosure of Protected Health Information and Electronic Protected Health Information (collectively, "PHI"); and WHEREAS, the Parties intend to protect the privacy and provide for the security of PHI in compliance the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), and the regulations promulgated thereunder, which include the Standards for the Privacy of Individually Identifiable Health Information, 45 C.F.R. Parts 160 and 164 (the "Privacy Standards"); the Security Standards for the Protection of Electronic Protected Health Information (EPHI), 45 C.F.R. Parts 160 and 164 (the "Security Standards"); and the applicable privacy and security provisions of the Health Information Technology for Economic and Clinical Health Act (Title XIII, Subtitle D) (the "HITECH Act") (collectively, the "HIPAA Regulations"); and WHEREAS, the HIPAA Regulations require the Parties to enter into an agreement containing certain requirements with respect to the use and disclosure of PHI and which are contained in this Agreement; NOW THEREFORE, in consideration of the mutual promises and other consideration contained herein and in the Underlying Agreement, the sufficiency of which is hereby acknowledged, the parties agree as follows: I. DEFINITIONS. A. Capitalized terms used herein without definition shall have the meanings ascribed thereto in the Privacy Standards, Security Standards, HIPAA Regulations or the HITECH Act. II. OBLIGATIONS AND ACTIVITIES OF BUSINESS ASSOCIATE A. Business Associate shall not use or disclose PHI other than as permitted or required by this Agreement or as required by law. B. Business Associate agrees to use appropriate safeguards to prevent use or disclosure of PHI other than as provided for by this Agreement. Business Associate agrees to implement administrative, physical and technical safeguards that reasonably and appropriately protect the confidentiality, integrity and availability of any EPHI that Business Associate creates, receives, maintains or transmits on behalf of Covered Entity, as provided for in the Security Rule. C. Business Associate shall report to Covered Entity any use or disclosure of PHI not provided for by this Agreement of which it becomes aware, including Breaches of unsecured PHI as required at 45 CFR 164.410, and any security incident of which it 2 LJVI.0 JIIyI I GI IVCIVpC IV.VGGf1JGOlf-J I I-Y I lil'-OVJO-J I CUOO I VGUJG becomes aware. Notice is hereby given that Business Associate may, from time to time, experience unsuccessful security incidents that do not result in unauthorized access to or use of PHI and are associated with ordinary network traffic, including broadcast attacks on firewalls or edge servers, port scans, unsuccessful log-on attempts, denial of service attacks, packet sniffing (or other unauthorized access to traffic data that does not result in access beyond headers), or similar incidents. Covered Entity acknowledges that Business Associate has satisfied its obligation to provide notice of the above-described unsuccessful security incidents to Covered Entity. D. Following the discovery of a Breach of unsecured PHI, Business Associate shall notify the Covered Entity in writing of such Breach without unreasonable delay and in no event later than fifteen (15) calendar days after the discovery. Such notification shall include the identification of each individual whose unsecured PHI has been, or is reasonably believed to have been, accessed, acquired or disclosed during the Breach. A Breach shall be treated as discovered as of the first day on which such Breach is known or reasonably should have been known by Business Associate. E. In accordance with 45 CFR 164.502(e)(1)(ii) and 164.308(b)(2), if applicable, Business Associate shall ensure that any subcontractors that create, receive, maintain, or transmit PHI on behalf of Business Associate agree to the same restrictions, conditions, and requirements that apply to the Business Associate with respect to such information. F. Business Associate shall make available PHI in a designated record set to the Individual or the Individual's designee as necessary to satisfy Covered Entity's obligations under 45 CFR 164.524. G. To the extent applicable, Business Associate shall make any amendment(s) to PHI in a designated record set as directed or agreed to by the Covered Entity pursuant to 45 CFR 164.526, or take other measures as necessary to satisfy Covered Entity's obligations under 45 CFR 164.526. H. Business Associate shall maintain and make available the information required to provide an accounting of disclosures to the Covered Entity as necessary to satisfy Covered Entity's obligations under 45 CFR 164.528. I. To the extent the Business Associate is to carry out one or more of Covered Entity's obligation(s) under Subpart E of 45 CFR Part 164, Business Associate shall comply with the requirements of Subpart E that apply to the Covered Entity in the performance of such obligation(s); J. Business Associate shall make its internal practices, books, and records available to the Secretary for purposes of determining compliance with the HIPAA Rules. III. PERMITTED USES AND DISCLOSURES BY BUSINESS ASSOCIATE A. Pursuant to this Agreement, Business Associate may use/disclose PHI obtained by Business Associate from Covered Entity as required under the Underlying Agreement, unless such use/disclosure violates the HIPAA Regulations or applicable state privacy laws in which case such use/disclosure is prohibited. Business Associate may, but is not required to, provide data aggregation services relating to the health care operations of the Covered Entity. B. Business Associate may use or disclose PHI as required by law. 3 VUI.UJIyu I CI IVCIUF)C IL).VLCP1JLVli•V I J I W l Lol.,OUJO'J I Cr O:)I VCIJJC C. Business Associate agrees that uses and disclosures of PHI by Business Associate shall be consistent with the requirements of the Privacy Rule. D. Business Associate may not use or disclose PHI in a manner that would violate Subpart E of 45 CFR Part 164 if done by Covered Entity, except that Business Associate may disclose PHI for the proper management and administration of Business Associate or to carry out the legal responsibilities of the Business Associate, provided the disclosures are required by law, or Business Associate obtains reasonable assurances from the person to whom the information is disclosed that the information will remain confidential and used or further disclosed only as required by law or for the purposes for which it was disclosed to the person, and the person notifies Business Associate of any instances of which it is aware in which the confidentiality of the information has been breached. E. Business Associate may use Protected Health Information to report violations of law to appropriate Federal and State authorities, consistent with 42 C.F.R. §164.502(j)(1). F. Business Associate may de-identify PHI in accordance with 45 C.F.R. § 164.514 for use as part of its proprietary database. Covered Entity also agrees that the terms of this Agreement restricting the use or disclosure of PHI shall not apply to the use or disclosure of De-Identified Information gathered or created by Business Associate, and that nothing in this Agreement shall impair the proprietary rights of Business Associate with respect to the foregoing database. IV. OBLIGATIONS OF COVERED ENTITY A. Covered Entity shall notify Business Associate of any limitation(s) in its notice of privacy practices of Covered Entity under 45 CFR §164.520, to the extent that such limitation may affect Business Associate's use or disclosure of PHI. B. Covered Entity shall notify Business Associate of any changes in, or revocation of, permission by an Individual to use or disclose his or her PHI, to the extent that such changes may affect Business Associate's use or disclosure of PHI. C. Covered Entity shall notify Business Associate of any restriction on the use or disclosure of PHI that Covered Entity has agreed to or is required to abide by under 45 CFR 164.522, to the extent that such restriction may affect Business Associate's use or disclosure of PHI. V. REQUESTS BY COVERED ENTITY A. Covered Entity shall not request Business Associate to use or disclose PHI in any manner that would not be permissible under Subpart E of 45 CFR Part 164 if done by Covered Entity. Nothing in this paragraph shall restrict the ability of Business Associate to use or disclose PHI pursuant to the provisions of Section III.D. of this Agreement. VI. TERM AND TERMINATION A. This Agreement shall terminate when all of the Protected Health Information provided by Covered Entity to Business Associate, or created or received by Business Associate on behalf of Covered Entity, is destroyed or returned to Covered Entity, or, if it is infeasible to return or destroy Protected Health Information, protections are extended to such information, in accordance with the termination provisions in this Section. 4 Docusign Envelope ID.02EA326C-9131-47CC-8638-31 EF8510ED3E B. Business Associate authorizes termination of this Agreement by Covered Entity, if Covered Entity determines Business Associate has violated a material term of this Agreement and Business Associate has not cured the breach or ended the violation within the time specified by Covered Entity. VII. OBLIGATIONS OF BUSINESS ASSOCIATE UPON TERMINATION. A. Upon termination of this Agreement for any reason, Business Associate, with respect to PHI received from Covered Entity, or created, maintained, or received by Business Associate on behalf of Covered Entity, shall: 1. Retain only that PHI which is necessary for Business Associate to continue its proper management and administration or to carry out its legal responsibilities; 2. Return to Covered Entity or, if agreed to by Covered Entity, destroy the remaining PHI that the Business Associate still maintains in any form; 3. Continue to use appropriate safeguards and comply with Subpart C of 45 CFR Part 164 with respect to electronic PHI to prevent use or disclosure of the PHI, other than as provided for in this Section,--for as long as Business Associate retains the PHI. 4. Not use or disclose the PHI retained by Business Associate other than for the purposes for which such PHI was retained and subject to the same conditions set out at Section III.D. of this Agreement which applied prior to termination; and 5. Return to Covered Entity or, if agreed to by Covered Entity, destroy the PHI retained by Business Associate when it is no longer needed by Business Associate for its proper management and administration or to carry out its legal responsibilities. B. The obligations of Business Associate under this Section shall survive the termination of this Agreement. VIII. GENERAL PROVISIONS A. Regulatory References. A reference in this Agreement to a section in the HIPAA Regulations means the section as in effect or as amended. B. Interpretation. Any ambiguity in this Agreement shall be resolved to permit Covered Entity to comply with the HIPAA Regulations. Except to the extent pre-empted by federal law, this Agreement shall be governed by and construed in accordance with the laws of the State of Colorado,without application of principles of conflicts of laws. C. Amendment. The Parties agree to take such action as is necessary to amend this Agreement from time to time as is necessary for compliance with the requirements of the HIPAA Regulations and any other applicable law. [Remainder of Page Intentionally Left Blank; Signature Page Follows] 5 Docusign Envelope ID:02EA326C-9131-47CC-863B-31EF8510ED3E IN WITNESS WHEREOF, the Parties enter into this Agreement, to become effective as of the later of the date set forth below. COVERED ENTITY: BUSINESS ASSOCIATE: BOARD OF WELD COUNTY MARATHON HEALTH, LLC COMMISSIONERS DocuSigned by: [O thIAA tu44 By S63l9c?7.leaaesc By: 4 Name.Christina Wahlig Name: Scott K.James Title: General Counsel Title: Chair Pro-Tem Date Signed: 12/9/2025 Date Signed: C"'�„ 2 4 2025 Attest: !,/odtAttek.) 'i dn�:0'44- Esther E. Gesick, Clerk to the Board ISbI o By: . �A • C I �� ; /� Deputy Clerk to the Board `� loft le 2025- oqz -z ' l ACOR0) CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 12/19/2025 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 CONTACT NAME: Certificate Department Arthur J. Gallagher Risk Management Services. LLC PHONE FAX 2850 Golf Road (NC.No.Extt: (AJC.No): Rolling Meadows IL 60008 noo IREss: CertRequests©ajg.com INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Ironshore Specialty Insurance Company 25445 INSURED MARAHEA-03 INSURER B:Travelers Casualty and Surety Company 19038 Marathon Health, LLC 10 W Market St Ste 2900 INSURERC:Travelers Property Casualty Company of America 25674 Indianapolis, IN 46204 INSURERD:Fidelity and Guaranty Insurance Company 35386 INSURER E:Travelers Indemnity Company 25658 INSURER F: COVERAGES CERTIFICATE NUMBER:1317441839 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER (MDDIYYYY) (MMIDDIYYYYI A X COMMERCIAL GENERALUABILftY HC7CAC3ZYM002 9/1/2025 9/1/2026 EACH OCCURRENCE $5,000,000 DAMAGE TO CLAIMS-MADE X OCCUR PREMISES(RENTED (Ea occurrence) $300,000 MED EXP(Any one person) $5,000 PERSONAL 8 ADV INJURY $5,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $5,000,000 X POLICY X LOC PRODUCTS-COMP/OP AGG $5,000,000 OTHER: $ D AUTOMOBILE LIABILITY BA-7Y55886A-25-43-G 9/1/2025 9/1/2026 COMBINED SINGLE LIMIT $1,000,000 (Ea accident) X ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS Xy HIRED X NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) A X UMBRELLA LIAR X OCCUR HC7CAC3ZYO002 9/1/2025 9/1/2026 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED I I RETENTIONS $ B WORKERS COMPENSATION UB-7Y535833-25-43-G 9/1/2025 9/1/2026 X E AND EMPLOYERS'LIABILITY YIN UB-A026485A-25-43-G 9/1/2025 9/1/2026 I STATUTE I I OTH- ER C ANYPROPRIETOR/PARTNER/EXECUTIVE r-7 N/A UB-A0288072-25-43-G 9/1/2025 9/1/2026 E.L.EACH ACCIDENT $1,000,000 OFFICERIMEMBEREXCLUDED7 -- - - -- (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE_ $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 A Professional Liability HC7CAC3ZYM002 9/1/2025 9/1/2026 Aggregate $5,000,000 Per Claim Limit , $5,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Excess Liability(2nd Layer);Carrier:Homesite Insurance Company of Florida; Policy Number:XMC-181986000-01;NAIC#: 11156; Effective Date:9/1/2025;Expiration Date:9/1/2026; Per Claim Limit:$5,000,000;Aggregate Limit:$5,000,000 Sexual Abuse and Molestation;Carrier:Ironshore Specialty Insurance Co; Policy Number:HC7CAC3ZYM002;NAIC#:25445; Effective Date:9/1/2025;Expiration Date:9/1/2026; Per Claim Limit:$2,000,000;Aggregate Limit:$2,000,000 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Weld County 1150 O St., Greeley CO 80632 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Contract Form Entity Information Entity Name* Entity ID* Q New Entity? MARATHON HEALTH LLC @00036539 Contract Name* Contract ID Parent Contract ID MARATHON HEALTH CONTRACT 10196 Requires Board Approval Contract Status Contract Lead* YES CTB REVIEW BPETERSON Department Project# Contract Lead Email bpeterson@weld.gov Contract Description* THIS IS A 3-YEAR AGREEMENT WITH THE OPTION OF CONTINUING FOR TWO ADDITIONAL YEARS. YEAR ONE SET ADMINISTRATION FEE IS $743,376, YEAR TWO IS $773,112, AND YEAR THREE IS $836,197. Contract Description 2 EACH YEAR ON TOP OF THE ADMINISTRATION FEE, WE WILL HAVE ADDITIONAL COST FOR ANY RX, LABS, AND VACCINES THAT ARE PROVIDED. Contract Type* Department Requested BOCC Agenda Due Date AGREEMENT HUMAN RESOURCES Date* 12/20/2025 12/24/2025 Amount* Department Email $882,342.00 CM- Will a work session with BOCC be required?* HumanResources@weld.g HAD Renewable* ov NO Does Contract require Purchasing Dept. to be Department Head Email included? Automatic Renewal CM-HumanResources- YES Grant DeptHead@weld.gov Bid/RFP#* IGA County Attorney #2500056 GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL D.GOV 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 Review Date* Renewal Date 01 /01 /2026 10/16/2028 Expiration Date* Termination Notice Period Committed Delivery Date 01 /01 /2029 Contact Information Contact Info Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date CONSENT 12/19/2025 Approval Process Department Head Finance Approver Legal Counsel JILL SCOTT CONSENT CONSENT DH Approved Date Finance Approved Date Legal Counsel Approved Date 12/19/2025 12/19/2025 12/19/2025 Final Approval BOCC Approved Tyler Ref# AG 122425 BOCC Signed Date Originator BOCC Agenda Date BPETERSON 12/24/2025 Human Resources (970)400-4234 1150 0 St. COUNTY,CO Greeley,CO 80632 June 9,2025 To:Board County Commissioners Subject:Award Recommendation for Onsite Clinic Administration B2500056 As advertised,this solicitation is for Onsite Clinic Administration. This vendor is responsible for the daily operations of the onsite/near site Employee Medical Clinic. A committee reviewed and scored all proposals with final scores shown in Attachment 1 (below). Marathon Health,LLC,proposed the best solution to meet the County's needs. Therefore,the recommendation is to award the bid to Marathon Health in the amount of $3,156,721.00 in fixed fees for the first 4 years of service. If you have any questions,please contact me. Sincerely, Jill Scott Chief Human Resource Officer and Director of Administration W/c1v VV(V Attachment 1 Vendor RFP Score Ranking 4 Year Pricing Summary _ Marathon Health 223 1 $3,156,721 Crossover 173 2 $4,096,096 _ Health by Design 167.5 3 $4,075,702 Proactive MD 152 5 $6,488,316 Quad Med 162.5 4 $5,198,994 Premise Health 142.5 6 $10,074,156 WELD COUNTY PURCHASING 18t '", 1301 N.17th Avenue,Greeley,CO 80631 reverett@weld.qov - cgeisert anweld.gov - ri �'? ttaylor(a�weld.gov G Q u►� Phone:970-400-4222,4223 or 4454 DATE OF BID:APRIL 18,2025 REQUEST FOR: ONSITE CLINIC ADMINISTRATION DEPARTMENT: HUMAN RESOURCES BID NO: B2500056 PRESENT DATE: APRIL 23,2025 APPROVAL DATE:JUNE 9,2025 VENDOR HEALTH BY DESIGN MEDICAL GROUP 3503 PAESANOS PARKWAY,STE 101 SAN ANTONIO TX 78231 QUADMED LLC N64 W231 10 MAIN ST SUSSEX,WI 53089 CROSSOVER HEALTH MEDICAL GROUP,APC 101 W AVENIDA VISTA HERMOSA#120 SAN CLEMENTE CA 92672 PROACTIVE MD CO.P.C. (incorporated in Colorado) 124 ALLAWOOD CT SIMPSONVILLE SC 29681 PREMISE HEALTH EMPLOYER SOLUTIONS,LLC 5500 MARYLAND WAY,SUITE 120 BRENTWOOD TN 37027 MARATHON HEALTH 10 W.MARKET STREET,STE.2900 INDIANAPOLIS IN 46204 THE HUMAN RESOURCES DEPARTMENT IS REVIEWING THE PROPOSALS. 2025-1092 �3 PE oc 31 Hello